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HomeMy WebLinkAbout2006 06-05 CCP Joint Work Session with Financial Commission AGENDA CITY COUNCIL FINANCIAL COMMISSION JO1NT WORK SESSION June 5, 2006 6:30 P.M. City Hall Council Chambers 1. Presentation by Auditor of 2005 Audit of Comprehensive Annual Financial Report 2. Miscellaneous 3. Adjourn i Tautges Redpath, Ltd. Certified Public Accountants and Consultants REPORT ON COMPLIANCE WITH MlNNESOTA LEGAL COMPLIANCE AUDIT GUIDE FOR LOCAL GOVERNMENT To the Honorable Mayor and Members of the City Council City of Brooklyn Center, Minnesota We have audited the financial statements of the City of Brooklyn Center, Minnesota, as of and for the year ended December 31, 2005, and have issued our report thereon dated Apri16, 2006. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the provisions of the Minnesota Legal Compliance Audit Guide for Local Govemment promulgated by the State Auditor pursuant to Minnesota Statutes Section 6.65. Accordingly, the audit included such tests of the accounting records and such other auditing procedures we considered necessary in the circumstances. The Minnesota Legal Compliance Audit Guide for Local Government covers seven main categories of compliance to be tested: contracting and bidding, deposits and investments, conflicts of interest, public indebtedness, claims and disbursements, miscellaneous provisions, and tax increment financing. Our study included all of the listed categories. The results of our tests indicate that for the items tested, the City of Brooklyn Center, Minnesota complied with the material terms and conditions of applicable legal provisions, except as described in this report. This report is intended solely for the information and use of the City of Brooklyn Center, Minnesota's City council and management and is not intended to be and should not be used by anyone other than these speci�ed parties. ln� r�� HLB TAUTGES REDPATH, LTD. White Bear Lake, Minnesota Apri16, 2006 4810 White Bear Parkway White Bear Lake, Minnesota 55110 651 426 7000 651 426 5004 Fax www.hlbtr.com i 1303 South Frontage Road Suite 13 Hastings. Minnesota 55033 651 480 4990 651 426 5004 Fax HLB Tautges Redpath, Ltd. is a member of International, a world-witle organization of accounting firms and business advisors. Report on Compliance with Minnesota Legal Compliance Audit Guide for Local Government Page 2 FINDING 2005-1 Criteria: Minnesota Statute 471.70 requires the principal accounting office of each municipality reported, on or before February l of each year, to report the total amount of outstanding obligations to the County Auditor. Minnesota Statute 471.70 reads in part as follows: 471.70 Reporting of obligations by cities, towns, school districts, and bodies corporate and politic_ On or before February first each year, it shall be the duty of the principal accounting officer of each municipality to report to the auditor of each county in which such municipality is situate, the total amount of outstanding obligations, and the purpose for which issued as of December 31 of the preceding year. Such report shall be kept by the auditor of each county in a suitable record. On March first each year, it shall be the duty of the auditor of each county to make report to the state auditor of such obligations as reported to the county auditor by the principal accounting o�cer of the municipality, together with the amount and character of all outstanding obligations issued by the county. Condition: The City filed the required form on February 10, 2006. Effect: The effect of noncompliance is not determinable. i Tautges Redpath, Ltd. Certifietl Public Accountants and Consultants REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To the Honorable Mayor and Members of the City Council City of Brooklyn Center, Minnesota We have audited the financial statements of the governmental activities, the business-type activities, each major fund and the aggregate remaining fund information of the City of Brooklyn Center, Minnesota, as of and for the year ended December 31, 2005 which collectively comprise the City of Brooklyn Center, Minnesota's basic financial statements, and have issued our report thereon dated Apri16, 2006. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Internat Control Over Financial Reporting In planning and performing our audit, we considered the City of Brooklyn Center, Minnesota's internal control over financial reporting in order to deternune our auditing procedures for the purpose of expressing our opinions on the �nancial statements and not to provide an opinion on the internal control over financial reporting. However, we noted certain matters involving the internal control over financial reporting and its operation that we consider to be reportable conditions. Reportable conditions involve matters coming to our attention relating to significant de�ciencies in the design or operation of the internal control over financial reporting that, in our judgment, could adversely affect the City of Brooklyn Center, Minnesota's ability to record, process, summarize and report financial data consistent with the assertions of management in the financial statements. Reportable conditions are described below. Journal Entries. Journal entries are prepared and recorded to update the general ledger. The entries are made for items such as recording depreciation, interfund transfers and making adjustments that may result from bank reconciliations. The preparation and recording of journal entries is not subject to a review and approval process. We recommend the City consider establishing a review and approval process, such as review and approval of journal entries that exceed a pre-determined dollar threshold. 4810 White Bear Parkway White Bear Lake, Minnesota 55110 651 426 7000 651 426 5004 Fax www.hlbtr.com 1303 South Frontage Road Suite 13 Hastings, Minnesota 55033 651 480 4990 651 426 5004 Fax HLB Tautges Retlpath, Ltd. is a member of International, a world-wide organization of accounting firms and business advisors. Report on Internal Control over Financial Reporting and on Compliance and Other Matters Page 2 Utilitv Billin� Adiustments. Each month, adjustments to utility accounts are made. These adjustments are for a variety of reasons such as abating penalties, correcting usage and other items. The utility clerk has authority to make these adjustments. A record of these adjustments is maintained in an adjustment book. However, the adjustments are not reviewed and approved. We recommend the City consider establishing procedures to provide for periodic review and approval of adjustments to customer accounts, such as requiring approval for adjustments that exceed a pre-detemuned dollar threshold. Golf Course Z Taves. Golf course deposits are prepared by golf course staff and a spreadsheet summarizing the deposit is forwarded to finance. However, the cash register Z ta s are retained b the olf cou w for an inde endent verification of Pe Y g rse, which does not allo P the deposit amount by finance staff. We recommend the cash register Z tapes be forwarded to the finance department. Water Consumption. The quarterly water billing for residential customers is based on consumption. The City's method of obtaining consumption is from meter readings by the customer. There is no procedure requiring periodic verification of residential meter readings. Without periodic verification, there is a potential of under reported usage to occur and not be detected in a timely manner. We recommend the City consider establishing procedures to periodically verify residential meter readings. Investment Policv. Section V.l of the City's investment policy identifies permissible investments under the policy, all of which are allowed by State Statute. Section V.l.a. authorizes the purchase of securities that are direct obligations or are guaranteed or insured issues of the United States, its agencies, its instrumentalities, or organizations. Section V.2. of the City's investment policy prohibits the purchase of mortgage-backed securities, even if insured by a federal agency. During 2005, five mortgage-backed securities (FHLMC's and FNMA's) were purchased. These securities were purchased on March 31, 2005, all of which matured by year end. LiQUOr Inventorv Adiustments. The City maintains a perpetual inventory of its liquor store inventory. Periodically, City staff perform test counts of the actual inventory on hand and compare these counts to the perpetual inventory records. During 2005, these test counts resulted in a negative adjustment to inventory of $13,451 for Store #l. We recommend strengthening procedures by considering the following: 1) Have employees from Store #2 perform test counts at Store #1 and have employees from Store #1 perform test counts at Store #2. Report on Internal Control over Financial Reporting and on Compliance and Other Matters Page 3 2) 1'1ot allowing vendors distributors to leave until a manager can verify all product invoiced has been delivered. Have a manager do this procedure for everything delivered instead of a part-time employee. 3) Consider requiring the stores to track breakage separately from other adjustments. 4) Perform counts more frequently, which could possibly reduce errors or large adjustments. Have a different employee double check any items that don't match the inventory system. Be more attentive when splitting 12-packs into 6-packs or transferring inventory from one store to another. A material weakness is a reportable condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that misstatements caused by error or fraud in amounts that would be material in relation to the financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. Our consideration of the internal control over financial reporting would not necessarily disclose all matters in the internal control that might be reportable conditions and, accordingly, would not necessarily disclose all reportable conditions that are also considered to be material weaknesses. However, we believe none of the reportable conditions described above are material weaknesses. Compliance and Other Matters As part of obtaining reasonable assurance about whether the City of Brooklyn Center, Minnesota's financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Govemment Auditing Standards. This report is intended solely for the information and use of the City of Brooklyn Center, Minnesota's management and City council and is not intended to be and should not be used by anyone other than these specified parties. %�r�� HLB TAUTGES REDPATH, LTD. White Bear Lake, Minnesota April 6, 2006 CITY OF BROOKLYN CENTER, MINNESOTA AUDIT MANAGEMENT LETTER December 31, 2005 I Tautges Redpath, Ltd. Certified Public Accountants and Consultants To the Honorable Mayor and Members of the City Council City of Brooklyn Center, Minnesota I We have completed the 2005 audit of the City of Brooklyn Center and have issued our report thereon. Our Independent Auditor's Report is included in the City's Comprehensive Annual Financial Report. This Audit Management Letter provides a summary of audit results along with comparisons and trend analysis of financial data. Thank you for the opportunity to serve the City. We are available to discuss this report with you. fj� HLB TAUTGES REDPATH, LTD. White Beaz Lake, Minnesota April 28, 2006 4810 White Bear Parkway White Bear Lake, Minnesota 55110 651 426 7000 651 426 5004 Fax www.hlbtr.com 1303 South Frontage Roatl Suite 13 Hastings, Minnesota 55033 651 480 4990 651 426 5004 Fax HLB Tautges Redpaih, Ltd. is a member of International, a wodd-witle organization of acwunting firms and business advisors. I Audit Management Letter Report Summary REPORT SUMMARY Several reports are issued in conjunction with the audit. A brief summary is as follows: Required Reports Comprehensive Annual Financial Financial statements Unqualified (clean) opinion Report (CAFR) Footnotes on the basic financial Supnlemental information statements Report on Internal Control Over Internal controls over financial Six re ortable conditions in P Financial Reporting and on reporting internal control Compliance and Other Matters Compliance with laws, No findings of regulations, contracts and noncompliance with laws, grants regulations, contracts and g rants State Legal Compliance Report Results of testing certain One finding of provisions of Minnesota noncompliance Statutes d Audit Management Letter Financial Statement Analysis I FINANCIAL STATEMENT ANALYSIS Summarv of Financial Activitv City financial statements have become a complex document that can be difficult to navigate through. Presented below is a concise summary of 2005 financial activity by fund: Increase Fund Bala�e (Decrease) in (Deficit) TransFers Fund Balance/ Net Assets Fund Revenue Excendiw�es (Ne0 Net Assets 17I31/OS Commenis Genenl $14,109.7.58 $13,180,530 (5603,726) $325,502 $7,294,951 Property tax revenue exceeded budget by $SSO,OW i Special Revenue: Housing and Redevelopment Autlwrity 257,126 (256,538) 588 588 E.._._....:_Deve]opmentAuthoriry 6(,102 213.494 256.538 109,146 1,597,274 Fark Brown 77F Distrin 862,961 42,496 269,127 1,089,592 (768,902) 77F Distria No. 3 4,178,68] 4,938,714 p,446,70q (2,?A6,734) 23,664,938 Fund balarce includw unspent 2004D bond proceeds of 3 t2.16i,173 77F Distria No. 4 259.5.34 243,242 16,292 ]04,473 Police Dntg Forfeiture 30.R74 17,177 13,697 38,405 j CDBG 13 5tM) 13,499 1 1 City IniUatives Grant 2] 6.691 203337 �.152 20,506 156,490 Debt Serviae: General Obliga0on Bonds 1.125.0.51 5,974,398 (4.R49.347) 1,054.230 1997B bonds puid off S5.4U5,000 Tax Increment Bcx�ds 21.971 3.R70.718 1,15 ],.SOI (2,G97.246) 1995A bonds paid off S2,'730.000 SpecialAssessmentBonds 1,125.014 1,2Q7.285 (52,271) 3.104377 Cspital Pivjects: CapitalReserveE...:,.,;,..,,, 34,110 374.000 (339,890) 1.W6,371 Capital Im,.:_ �:..._...s 63.085 310.074 I23.8W p23,189) 1.678.294 Municipal Stare Aid for Conswaion 866,093 1,293,812 (427,719) 170,654 Includes the following pmjecls: Shingk Creek Pkwy ($],IU3000) InRastmcture Conshuction 458,687 1.835.507 (7,376,8?A) (899,125) Inclucles the Pollowing pmjects: Northport ($28I,000): Lions Park South (5763,W0); engineering services (5300,000) Eade Bmwn Heritage Center Imp. 63,799 249,964 67,000 Q 19,165) 2,283 SueetReconstrucuon 707,279 940,961 SSS,WO 321,318 1,847,209 ReceivedtronsferfromGrneralfundofSSSS,OOD+02 Technology 169,594 360,5?A 68.847 Q22,079) 419,34i Enterprise: MunicipalLiquor 1,I17,064 934,1?A (125,000) 57,940 1,216,163 Golf Course 258,709 262,691 (3,982) 963,563 Earle Brown Heritage Center 1,996,739 2,230,181 (67,OOD) (300,442) 8,685,761 Recycling and Refuse 235586 254,667 p 9,075) 67,369 Sueet l.ight Utllity 2] 8,077 213,094 4,983 121,771 WaterUtitity 2,.503A32 1,745712 757,320 ]0,725,703 Sanitary Sewer 3.57$G61 2,801,380 71'7,281 ll.242.343 StormDrainage 1,783,072 1,093,085 689,987 12,233,6.50 Intcrnal Service: Cemral Gawge 1,338.8U7 1.220,847 117.960 6.922,521 g Redrerten[ 40,434 605.193 (564,759) (582,438) EE Compensated Absences 23.285 47,5�0 (24,585) Total $3'7,723.376 546.678.566 SO ($8,955.190) $92.06&562 f I 7 i Audit Management Letter Financial Statement Ana/ysis Statement of Activities One of the financial statement presentations required by GASB 34 is the Statement of Activities. This schedule presents the net cost of providing service (program expenses minus program revenues). This "net cost" figure represents the extent that general revenues are needed to fund program expenses. Pro�ram Revenues Ne[ (Expense) Revenue aod Operating Capital ChanQes in Net Assets Program Charges For Grants and Grants and Governmental Business-Type ProQrams Expenses Services Convibutions Contriburions Acuvities Acrivities Total ��t r�1�'4il��kwiy iq rni�a'�, ���Y���� Governmental activities: Generalgovemment $2,970,364 $297,511 $60,000 ($2,612,853) ($2 Public safety 7,848,160 1,026,736 6ll,8861� �(6,209,538) (6,209,538) Public works 3,856,992 9,66] 90,000 2,328,345 (1,428,986) (1,428,986) Community services 86,043 (86,043) (86,043) Pazks and recreation 2,305,047 651,851 79,827 ]0,000 (1,533,369) (1,533,369) Economicdevelopment 1,217,294 35,933 13,920 (1,167,441) (1,167,441} Interest on lond term debt 1,349,852 (1,349,852) (1,349,852) Total govemmental acuvities 19,633,752 2,051,692 795,633 2,398,345 p4,388,082) 0 (14,388,082) Business-type activities: Municipalliquor 978,743 1,099,172 120,429 120,429 Golf course 273,024 256,276 (16,748) (16,748) Earle Brown Heritage Center 2,262,359 1,85'I,46] (404,898) (404,898) Recycling and refuse 254,661 235,160 (19,501) (19,501) Street light utiliry 213,094 214,669 1,575 1,575 Wateruulity 1,795,759 1,825,521 29,762 29,762 Sanitary sewer 2,808,644 2,966,222 157,578 157,578 Stormdrainage 1,102,672 1,298,690 196,018 196,018 Total business-type activities 9.688,956 9,753,171 0 0 0 64,215 64,215 Total $29,322,708 $11,804,863 $795,633 $2,398,345 (14,388,082) 64,215 (14,323,867) General revenues: General property ta�ces 11,288,883 11,288,883 Tax increments 4,216,246 4,216,246 Franchise fees 662,614 662,614 I.odging ta�:es 710,619 710,619 Grants and convibutions not res[ricted [o specific programs 577,548 577,548 Unrestricted investment eamings 1,272,409 199,876 1,472,285 Gaio on sale of capital assets 31,880 31,880 Other Transfers (1,545,893) 1,545,893 Total general revenues and hansfers 17,214,306 1,745,769 18,96Q075 Change in net assets 2,826,224 1,809,984 4,636,208 Net assets beginning 55,286,745 43,266,313 98,553,058 Net assets ending $58,ll2,969 $45,076,297 $103,189,266 Includes General, Special Revenue, Deb[ Service and Capital Project Funds. I i i Audit Management Letter Financial Statement Analysis I Tax ncrements A summary of t� increment activity is as follows: 2005 Activity Delinquent Delinquent TIF Receivable 2005 2005 Receivable District Name 12/31/2004 Levy Collections 12/3U2005 1 Brookwood Housing $1,151 $186,601 ($177,763} $9,989 2 Earle Brown Farm 96,348 567,209 (663,557) 3 TIF #3 Redevelopment 643,088 3,216,749 (3,593,679) 266,158 4 France Avenue Business Park 259,544 (259,544) Total $740,587 $4,230,103 ($4,694,543) $276,147 I 1 Audit Management Letter Financial Statement Analysis Interfund Pavables/Receivables The City had the following interfund advances at December 31, 2005: Fund Receivable Payable Economic Development Authority $5,837 Sanitary Sewer $5,837 Tax Increment No. 3 Fund 1,21 I,846 Earle Brown TIF Fund 1,211,846 Special Assessment Bonds 69,502 Water Utility 26,845 Infrastructure Construction 42,657 Capital Improvements Fund 800,000 Golf Course Fund 800,000 Capital Improvements Fund 482,611 Infrastructure Construction 482,611 Total $2,569,796 $2,569,796 The interfund loan to the Earle Brown TIF Fund has existed since 1987. During 2004, the City established a formal repayment plan by the adoption of resolution 2004-91. The interfund loan to the golf course was established in 1998. The loan is interest free and has annual payments of $55,000 to $65,000 through 2017. For 2005 the amount paid down on the loan was $50,000. The interfund loan to the Infrastructure Construction Fund is to cover a cash overdraft. i i Audit Management Letter General Fund GENERAL FUND I The fund balance of the General Fund increased by $325,502 in 2005 as follows: j i Budget Actuai Variance Revenue $13,391,078 $14,109,758 $718,680 Expenditures 14,129,537 13,934,6 5 194,922 Increase (decrease) before other financing sources (uses) (738,459} 175,143 913,602 Other financing sources (uses}: Administrative services reimbursed 808,459 754,085 (54,374) Transfers to other funds (70,000) (603,726) (533,726) Total other financing sources (uses) 738,459 150,359 (588,100) Increase in General Fund $0 325,502 $325,502 Fund balance January 1, 2005 6,969,449 Fund balance December 31, 2005 $7,294,951 I 4 Significant budget variances consisted of the following: Revenue: Property taxes $554,000 Lodging tax 70,000 Charges for services 102,000 All other (7,320) Total revenue $718,680 i i i Audit Management Letter Genera/ Fund The City's December 31, 2005 fund balance was $7,294,951. The City's General Fund balance has been as follows for the past five years: $9,000,000 General Fund Balance $8,00O,OOQ $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2 $1,000,000 $0 2001 2002 2003 2004 2005 i Audit Management Letter General Fund A summary of General Fund balance for the past three years is as follows: General Fund Balance Component 12/31/2003 12/31/2004 12l31/2005 Reserved for advances to other funds $105,074 $lO5,Q74 Designated for working capital 6,031,077 6,862,871 7,283,871 Subtotal 6,136,151 6,967,945 7,283,871 Reserved for prepaids 5,309 1,504 11,080 Undesignated 1,875,620 i Total $8,017,080 $6,969,449 $7,294,951 Working Capital Reserve The working capital reserve was amended in 2004 by resolution 2004-189. The current policy recommends a cash flow reserve of between 50 and 52 percent of the next year's j expenditure budget. At December 31, 2005, the reserve of $7,283,871 is 52°l0 of the 2006 General Fund budget. 1 I C Audit Management Letter Special Revenue Funds SPECIAL REVENUE FUNDS Special Revenue Funds are a classification of funds to account for activities segregated by City policy, Federal or State statutes for specific purposes. The City maintained eight Special Revenue Funds during 2005. Housin� and Redevelonment Authoritv Fund The HRA has authority to levy an ad valorem property t� for housing and redevelopment purposes. The HRA Fund accounts for property tax levies. A summary of financial activity is as follows: Housing and Redevelopment Authority 2003 2004 2005 Revenue and other sources: Property taxes $207,854 $223,523 $257,126 Expenditures and other uses: Transfer to EDA 207,854 223,523 256,538 Net change in fund balance 0 0 588 Fund balance January 1 Fund balance Decemher 31 $0 $0 $588 Pursuant to MS 469.033, the HRA's levy limit is an amount equal to 0.0144°Io of t�able market value. I' i 1 Audit Management Letter Special Revenue Funds Economic Develonment Authoritv Fund The EDA Fund accounts for the operation of the EDA. A summary of financial activity is as follows: Economic Development Authority 2003 2004 2005 Revenue and other sources: Property taxes $36 Intergovernmental 188,495 54,273 420 Investment earnings 20,276 19,721 41,051 Reimbursements 257,986 Other 89,002 24,631 Sale of capital assets 73,175 Transfer from HRA 207,854 223,523 256,538 Total revenue and other sources 578,838 555,503 322,640 Expenditures and other uses: Personal services 124,580 118,632 99,001 y Supplies 2,962 475 595 Services and other charges 235,876 143,888 113,898 Purchase of land 293,145 Total expenditures and other uses 363,418 556,140 213,494 Net change in fund balance 215,420 (637) 109,146 Fnnd balance January 1 1,273,346 1,488,766 1,488,128 Fund balance December 31 $1,488,766 $1,488,129 $1,597 I 7 i Audit Management Letter Special Revenue Funds TIF District No. 2- Earle Brown TIF Fund The Earle Brown TIF Fund accounts for TIF No. 1(Brookwood Housing) and TIF No. 2(Earle Brown Farm). A summary of financial activity is as follows: Earle Brown TIF 2003 2004 2005 Revenne and other sources: Tax increment $833,553 $725,544 $845,868 Investment earnings 4,503 7,982 17,093 Transfer from Tax Increment Bonds Debt Service Fund 269,127 Total revenue and other sources 838,056 733,526 1,132,088 Expenditures and other uses: Personat services 18,235 22,170 14,728 Interest 26,420 Services and other charges 11,314 8,482 27,768 Transfer to Tax Increment Bonds Debt Service Fund 653,000 876,000 Total expenditures and other uses 708,969 906,652 42,496 Net change in fund balance 129,087 (173,126) 1,089,592 Fund balance (deficit) January 1 (1,814,455) (1,685,368) (1,858,494) Fund balance (deficit) December 31 ($1,685,368) ($1,858,494} ($768,902) i The fund deficit is financed by an interfund loan from TIF No. 3 Fund. It is anticipated by management that future t� increment collections will be sufficient to repay the interfund loans. i Audit Management Letter Special Revenue Funds TIF District No. 3 Fund A summary of financial activity is as follows: TIF No. 3 2003 2004 2005 Revenue and other sources: Tax increment $2,308,605 $2,880,586 $3,576,209 Investment earnings 81,399 127,140 591,169 Miscellaneous 11,303 Bonds issued 17,245,000 Total revenue and other sources 2,390,004 20,252,726 4,178,681 Expenditures and other uses: Personal services 28,010 74,606 Interest 2p,000 Services and other charges 531,549 500,344 1,388,300 Land acquisition 3,475,808 Transfer to Tvc Increment Bonds Debt Service Fund 548,000 1,446,701 Total expenditures and other uses 1,127,559 500,344 6,385,415 Net change in fund balance 1,262,445 19,752,382 (2,206,734) Fund balance January 1 4,856,845 6,119,290 25,871,672 Fund balance December 31 $6,119,290 $25,871,672 $23,664,938 I I r i T i Audit Management Letter Special Revenue Funds Services and other charges for 2005 include the following: I $421,423 Demolition costs 113,998 Property ta�ces 352,093 Relocation costs 500,786 Professional services and other $1,388,300 Total I The obligations of this TIF District are shown below: Balance Bond/Note 12/31/OS i Taacable T� Increment Refunding Bonds of 2004B $2,470,000 I Taxable Ta�c Increment Bonds of 2004D 16,835,000 Total $19,305,000 The 2004D Bonds were issued to finance the redevelopment activities related to TIF No. 3. I i Audit Management Letter Special Revenue Funds TIF District No. 4 Fund i A summary of financial activity is as follows: 1 TIF No. 4 2003 2004 2005 Revenue and other sources: Tax increment $246,968 $227,930 $258,611 Investment earnings 130 923 Total revenue and other sources 246,968 228,060 259,534 Expenditures and other uses: Personal services 3,118 387 2,842 Services and other charges 13,819 14,745 3,211 Debt service principal 188,488 231,512 237,189 Total expenditures and other uses 205,425 246,644 243,242 Net change in fund balance 41,543 (18,584} 16,292 Fund balance January 1 65,222 106,765 88,181 Fund balance December 31 $106,765 $88,181 $104,473 Services and other charges for 2005 consist primarily of Twin Lakes Business Park TIF Note repayment. The obligations of this TIF District include the following: Balance 12/31/OS f Twin Lake Business Park TIF Note $1,975,166 i The TIF note is a limited obligation and repayment is based solely on tax increments received. The City has pledged 97.5% of t� increments collected to the payment of the note. Interest on the note is at 8%. i Audit Management Letter Special Revenue Funds Citv Initiatives Grant Fund The City Initiatives Grant Fund accounts for donations received from outside parties. A summary of financial activity is as follows: City Initiatives Grant 2003 2004 2005 Revenue and other sources: Intergovernmental $370,800 $288,830 $133,617 Charges for services 9,481 Investment earnings 2,532 3,469 3,250 Other 109,006 83,179 70,343 Transfer from TIF #3 and Technology Funds 27,226 Total revenue and other sources 482,338 375,478 243,917 Expenditures and other uses: Personal services 52,347 108,268 84,774 Supplies 212,808 190,849 12,712 Services and other charges 123,836 47,775 105,851 Transfer to General Fund 20,074 Total expenditures and other uses 388,991 346,892 223,411 Net change in fund balance 93,347 28,586 20,506 Fund balance January 1 14,051 107,398 135,984 Fund balance December 31 $107,398 $135,984 $156,490 i 4 i f Audit Management Letter Debt Service Funds DEBT SERVICE FUNDS Debt Service Funds are a type of governmental fund to account for the accumulation of resources for the payment of interest and principal on debt (other than Enterprise Fund debt). Current governmental reporting standards do not provide for the matching of long-term debt with its related financing sources. Although this information can be found in the City's CAFR, it is located in several separate sections of the CAFR. The following schedule extracts information from sections of the 2005 Comprehensive Annual Financial Report to provide an overview analysis of long-term debt and its related funding. Assets P1edQed for Debt Retirement 12/31/2005 Scheduled Final Fund Deferred Outstanding Property Mamrity Fund Description Balance Revenue� Totals Principal Ta7:es Date Tax Increment Debr. Taxable Tax Increment Refunding Bonds of 2004B (TIF 3} $2,470,000 $2 02l01/I1 Taxable Tax Increment Bonds of 2004D (TIF 3) 16,835,000 26,134,802 02/Ol/20 Tota] tax increment debt 0 0 0 19,305,000 28,601,150 Specia] Assessment Debt: Improvement Bonds of 1995 71,692 4,341 76,033 90,000 02/Ol/06 Improvement Bonds of 1996 510,385 49,144 559,529 315,000 118,830 OZ/Ol/07 Improvement Bonds of 1997 159,893 130,142 290,035 300,000 02/Ol/08 Improvement Bonds of 1998 337,216 175,632 512,848 400,000 02/Ol/09 Improvement Bonds of 1999 378,706 442,337 821,043 770,000 OZ/Ol/10 Improvement Bonds of 2000 522,487 205,604 728,091 420,000 OZ/01/11 Improvement Bonds of 2001 385,246 222,172 607,418 485,000 02/01l12 Improvement Bonds of 2003 294,863 603,542 898,405 930,000 02/Ol/13 Improvement Bonds of 2004C 443,889 558,462 1,002,351 1,010,000 OZ/Ol/15 Total special assessment debt 3,104,377 2,391,376 5,495,753 4,720,000 118,830 General Obligation Debt: Refunding State-Aid Street Bonds 295,000 04/Ol/06 Police and Fire Building Bonds of 2004A 1,054,230 18,114 1,072,344 5,045,000 4,531,351 02lO1/13 Total general obligation debt 1,054,230 18,114 1,072,344 5,340,000 4,531,351 Total All Debt Service Funds $4,158,607 $2,409,490 $6,568,097 $29,365,000 $33,251,331 Future tax increment amounts subject to valuation and tax capacity rate fluctuations. Deferred revenue primarily consists of uncollected specia] assessments. 1 I I i i Audit Management Letter Capital Projects Funds CAPITAL PROJECTS FUNDS The fund balances of the Capital Projects Funds were as follows at December 31, 2004 and 2005: Fund Balance December 31, Increase/ Fund 2004 2005 (Decrease) Capital Reserve Emergency $1,346,261 $1,006,371 ($339,890) CapitalImprovements 1,801,483 1,678,294 (123,189) Municipal State Aid for Construction 598,373 170,654 (427,719) Infrastructure Construction 477,695 (899,125) (1) (1,376,820) Earle Brown Heritage Center Improvements 121,448 2,283 (119,165) Street Reconstruction 1,525,891 1,847,209 321,318 Technology 541,424 419,345 (122,079) Totals $6,412,575 $4,225,031 ($2,187,544) (1)Deficit to be funded by combined bond issuance of the 2005 and 2006 projects. Audit Management Letter Capital Projects Funds Canital Reserve Emer�encv Fund The Capital Reserve Emergency Fund was established to account for monies held in reserve for catastrophic losses or unforeseen capital items. Financial activity for the past three years is as follows: Capital Reserve Emergency Fund 2003 2004 2005 Revenue and other sources: Investment earnings $31,439 $9,688 $34,110 Expenditures and other uses: Personal services 24,356 66,571 Materials and supplies 3,502 Services and other charges 303,927 Total expenditures and other uses 24,356 0 374,000 Net change in fund balance 7,083 9,688 (339,890) Fund balance January 1 1,329,490 1,336,573 1,346,261 Fund balance December 31 $1,336,573 $1,346,261 $1,006,371 The 2005 expenditures are clean-up and repair costs related to the September storm. f i I I Audit Management Letter Capital Projects Funds Cauital Imarovements Fund The Capital Improvements Fund was established to provide funds for major capital outlays. Financial activity for the past three years is as follows: Capital Improvements 2003 2004 2005 Revenue and other sources: Intergovernmentat $10,000 Investment earnings 13,494 9,336 28,448 Other 126,308 122,910 24,637 CFL grant 106,200 Transfer from General Fund 225,000 75,000 i Transfer from Liquor Fund 125,000 125,000 Total revenue and other sources 364,802 538,446 188,085 Expenditures and other uses: Project costs 368,047 494,693 310,074 I Transfer to General Fund 1,200 Total expenditures and other uses 368,047 494,693 311,274 Net change in fund balance (3,245) 43,753 (123,189) Fund balance Januazy 1 1,760,975 1,757,730 1,801,483 Fund balance December 31 4 $1,757,730 $1,801,483 $1,678,29 I Tl�is fund provided an interfund loan of $1.1 million to the Golf Course Fund for its origmal development. The balance of the loan was $804,000 at December 31, 2005. Audit Management Letter Capital Projects Funds A summary by project is as follows: 2005 Proiect Expenditures Grandview Pazk Tennis Court (2004-16) $4,000 Grandview Hockey Rink Lighting (2004-18) 13,235 Grandview Miscellaneous Improvements (2004-19) 64,289 Northport (2004-Q1, 02) 11,094 Shingle Creek Patkway (2004-14) 205,921 i Lions Park South (2005-01, 02) 3,850 I Other 7,685 Total $310,074 1� t t r i s Audit Management Letter Capital Projects Funds MuniciAal State Aid for Construction Fund The Municipal State Aid for Construction Fund was established to account for the state allotment of asoline taY collections. Transactions for the ast three ears have been as g P Y follows: Municipal State Aid for Construction 2003 2004 2005 Revenue and other sources: MSA construction $145,387 $604,510 $764,1 I7 MSA maintenance 90,000 90,000 Investment earnings 72 3,543 11,976 Other revenue 3,555 Total revenue and other sources 145,459 701,608 866,093 Expenditures and other uses: Project costs 335,609 1,293,812 Transfer to Infrastructure Fund 533,816 Total expenditures and other uses 335,609 533,816 1,293,812 Net change in fund balance (190,150) 167,792 (427,719) Fund balance January 1 620,731 430,581 598,373 Fund balance December 31 $430,581 $598,373 $170,654 i i Audit Management Letter Capital Proiecfs Funds A summary by project is as follows: i 2005 Project Expenditures 63rd/Brooklyn Boulevard signal $18,278 Shingle Creek Parkway (2004-14) 1,103,000 2005 Street sealcoating (2005-07) 32,400 Freeway Boulevard bridge deck 119,180 Other 20,954 Total $1,293,812 1 r i ,F, 1 i I Audit Management Letter Capital Projects Funds Infrastructure Construction Fund The Infrastructure Construction Fund was established to account for improvements financed by special assessments. The financial transactions of this fund for the past three years have been as follows: Infrastructure Construction Fund 2003 2004 2005 Revenues and other sources: Special assessments $79,207 $140,982 $354,776 Intergovernmental 332,182 378,147 73,473 Investment earnings 10,934 98 3,314 Other 24,554 32,569 27,124 Bond proceeds 1,196,140 1,Q02,286 Transfer from General Fund 480,000 375,000 Transfer from MSA Construction Fund 533,816 Transfer from Water Utility Fund 631,440 Transfer from Sanitary Sewer Fund 555,614 Transfer from Storm Drainage Fund 441,756 Transfer from Street Light Utility Fund 51,000 Total revenues and other sources 2,123,017 4,142,708 458,687 Expenditures and other uses: Project costs 1,445,887 3,894,192 1,835,507 Net change in fund balance 677,130 248,516 (1,376,820) Fund balance January 1 (447,951) 229,179 477,695 Fund balance December 31 $229,179 $477,695 ($899,125) I C 1 Audit Management Letter Capital Projects Funds A summary by project is as follows: 2004 2005 i Project Expenditures Expenditures River Interceptor (99-11) $188,474 j Garden City Central Improvement (00-01) 499 Southwest Area Improvements (02-01) 9,275 France Avenue Relocation (02-04) 310,872 Garden City South Improvement (02-OS) 1,000 i Happy Hollow Improvements (03-01, 02, 03, 04) 264,887 Northport Improvements (04-01, 02, 03, 04) 2,560,483 281,235 f Misc. Concrete Repair (03-14) 11,322 1 Shingle Creek Parkway (04-12, 13, 14) 359,042 264,948 Lions Park South (2005-01, 02, 03, 04) 768,880 73rd Avenue North (2004-06} 93,111 Engineering services 300,000 Other 188,338 127,333 Total $3,894,192 $1,835,507 i 1 Audit Management Letter Capital Projects Funds Earle Brown Heritage Center Improvements Fund This fund was established to account for monies set aside for future improvements. The financial transactions of this fund in the past two years have been as follows: 2004 2005 Revenue and other sources: Investment earnings $2,741 $3,799 Other services 60,000 Transfers from Earle Browne Heritage Center 200,000 67,000 Tota1 revenue and other sources 202,741 130,799 Expenditures and other uses: Capital maintenance and repairs 89,456 249,964 Net change in fund balance 113,285 (119,165) Fund balance January 1 8,163 121,448 Fund balance December 31 $121,448 $2,283 A summary by project is as follows: 2005 Project Expenditures Shingle Creek Parkway $117,366 Optical fiber installation project 23,515 Dishwasher replacement 93,370 September 21 storm repairs 15,713 Total $249,964 i i i C Audit Management Letter I Capital Projects Funds Street Reconstruction Fund This fund was established to account for the collection and use of franchise fees. 1 Financial transactions for the past three years is as follows: i 2003 2004 2005 Revenue and other sources: 1 Investment eamings $252 $9,457 $44,665 Franchise fees 612,079 662,614 Transfer from General Fund 183,639 620,464 555,000 Transfer from Liquor Fund 100,000 Total revenue and other sources 283,891 1,242,000 1,262,279 Expenditures and other uses 940,961 Net change in fund balance 283,891 1,242,000 321,318 Fund balance January 1 283,891 1,525,891 Fund balance December 31 $283,891 $1,525,891 $1,847,204 A summary by project is as follows: l 2005 Project Expenditures f Shingle Creek Parkway (2004-14) $77,538 Lions Park South (2005-01) 431,8ll Twin Lake Avenue (2005-OS) 431,612 Total $940,961 i Audit Management Letter Capital Projects Funds Technologv Fund This fund was established in 2003 to account for funds set aside for technology improvements or major technology renovations/replacements. Financial transactions for the past three years is as follows: 2003 2004 2005 Revenue and other sources: Investment earnings $4,868 $9,994 Other 23,000 159,600 Transfer from General Fund 275,000 295,000 70,000 Total revenue and other sources 275,000 322,868 239,594 Expenditures and other uses: Capital outlay 56,444 360,520 Transfer to Cities Initiatives Grant Fund 1,153 Total expenditures and other uses 0 56,444 361,673 Net change in fund balance 275,000 266,424 (122,079) Fund balance January 1 275,000 541,424 Fund balance December 31 $275,000 $541,424 $419,345 Capital outlay far 2005 consisted of: Fiber optic network $35,825 800 Mhz radio system 324,695 Total $360,520 i 1 Audit Management Letter Enterprise Funds i ENTERPRISE FUNDS j The City maintains eight Enterprise Funds as follows: i 1 I Municipal Liquor Golf Caurse Earle Brown Heritage Center Recycling and Refuse Street Light Utility Water Utility i Sanitary Sewer Storm Drainage I r l I i r 1 b i i Audit Management Letter Enterprise Funds Municinal Liquor Fund The financial activity of this fund for the past three years has been as follows: Municipal Liquor 2003 2004 2005 Amount Percent Amount Percent Amount Percent Sales $3,407,990 100.0% $4,026,679 100.0°k $4,6]0,091 100.0°k Cost of sales (2,554,637) (75.0%) (3,035,621) (75.4%) (3,518,185) (76.3%) Gross mazgin 853,353 25.0% 991,058 24.6� 1,091,906 23.7°k Operaling expenses: Personal services 381,227 112� 45'7,919 11.4% 457,170 9.9� Supplies 25,669 0.8� 39,100 1.0°k 14,286 03% Other services 116,784 3.4% 139,727 3.5% 150,665 33% Insurance 6,997 0.2% 11,176 0.3% 9,796 0.2% Utilities ]2,636 0.4% 27,066 0.7% 32,812 0.7% Rent 144,499 4.2% 228,632 5.7% 235,174 5.1% Depreciation 35,580 1.0% 35,624 0.9% 34,221 0.7% Total operating expense 723,392 212% 939,244 23.5% 934,124 20.2% Operating income 129,961 3.8% 51,814 1.1% 157,782 3.5% Other income (expense) net 22,072 0.6% 12,857 0.3% 25,158 0.5% Transfer to Capital Projects Fund (100,000) (2.9%) (125,000) (3.1%) (125,000) (2.7%) Change in net assets $52,033 1.5% ($60,329) (1.7%) $57,940 1.3% J i Audit Management Letter Enterprise Funds The cash flow of this fund has been as follows: 2003 2004 2005 1 Net cash from operating activities $279,607 ($251,812) $249,504 Less purchase of capital assets (50,932) Subtotal 279,607 (302,744) 249,504 i Transfer to Capital Improvements Fund (100,000) (125,000) (125,000) 1 Investment earnings 14,956 9,209 17,892 Net increase in cash and cash equivalents $194,563 ($418,535) $142,396 a Cash balance at December 31 $996,556 $578,021 $720,417 The primary reason for use of cash is an increase in inventory of $277,000 with the opening of Store #2. Comnarison With Other Municival Liauor Stores The Office of the State Auditor (OSA) annually publishes "An Analysis of Minnesota Municipal Liquor Store Operations. The most recent report available is for 2004. The following analysis compares Brooklyn Center's liquor operations with those reported in the OSA report. There are twenty-one metro area cities that operate off-sale only operations. The City of 1 Brooklyn Center ranks 9th in sales among 21 metro area cities. It should be noted that the following comparisons are strictly a comparison of amounts reported. There are a number of factors that affect operating results that are not included in this comparison. These factors include the mix of product sold, philosophy regarding sales techniques such as high volume/lower margin, demographics and location. Audit Management Letter Enterprise Funds Gross Mar�in Anaivsis Gross margin measures the sales less the direct cost of products sold. A comparison to state averages for Minnesota municipal off-sale operations is as follows: Cost of Gross Margin State Sales Sales Amount Percent Average� 1999 $3,560,613 $2,694,622 $865,991 243% 23.6% 2000 3,584,829 2,734,318 850,511 23.7% 23.8% 2001 3,552,152 2,696,042 856,110 24.1% 24.0% 2002 3,435,556 2,593,765 841,791 24.5% 24.4% 2003 3,407,990 2,554,637 853,353 25.0% 23.9% 2004 4,026,679 3,035,621 991,058 24.6% 24.1% 2005 4,610,091 3,518,185 1,091,906 23.7% Not available ���Source: Minnesota Office of the State Auditor Metropolitan Area Off-Sale Operations Overatin� Expenses Operating expenses for the past several years have been as follows: Percent of Sales Year Amount City State Average 1999 $632,638 17.7% 16.2% 2000 696,830 19.5% 16.5% 2001 643,452 18.1% 16.6% 2002 689,603 19.9% 16.2% 2003 723,392 21.2% 17.7% 2004 939,244 23.3% 17.9% 2005 934,124 203% Not available The City of Brooklyn Center does not compare favorably with State averages for operating expenses. i Audit Management Letter Enterprise Funds Golf Course Fund The financiai activity of this fund for the past three years has been as follows: i Golf Course 2003 2004 2005 Operating revenue: Sa1es $294,149 $284,992 $256,268 Operating expenses. Personal services 126,866 131,383 127,010 Supplies 19,501 15,616 18,069 Other services 88,494 73,313 68,297 Insurance 8,002 7,721 6,836 Utilities 17,208 15,123 14,591 Depreciation 27,912 27,971 27,888 Total expenses 287,983 271,127 262,691 Operating income (loss) $6,166 $13,865 ($6,423) a I The cash flow of this fund has been as follows: 2003 2004 2005 Net cash from operating activities $38,292 $44,770 $21,046 Less repayment of interfund loan (15,000) (35,000) (50,000) Subtotal 23,292 9,770 (28,954) Investment earnings 1,048 1,379 2,433 Net increase (decrease) in cash and cash equivalents $24,340 $11,149 ($26,521) Cash balance at December 31 $61,621 $72,770 $46,249 i �;r i i Audit Management Letter Enterprise Funds Earle Brown Herita�e Center Fund The financial activity of this fund for the past three years has been as follows: Earl Brown Heritage Center 2003 2004 2005 Amount Percent Amount Percent Amount Percent Sales $3,393,810 ]00.0% $3,565,197 100.0% $3,717,131 100.0% Cost of sales (1,644,608) (48.5%) (1,889,930) (53.0%) (1,864,620) (50.2%) Gross margin 1,749,202 51.5% 1,675,267 47.0% 1,852,511 49.8% Operating expenses: Personal services 812,146 23.9% 819,068 23.0% 813,074 21.9% Supplies 90,368 2.7% 129,728 3.6% 121,420 33% Other services 340,303 10.0% 366,421 103% 380,724 10.2% Insurance 30,672 0.9% 32,649 0.9% 34,325 0.9% Utilities 157,339 4.6% 170,658 4.8% 193,049 5.2% Rent 104,776 3.1% 93,062 2.6% 119,325 3.2% Depreciation 571,632 16.8% 568,643 15.9% 568,264 15.3% Total operating expense 2,107,236 62.0% 2,180,229 61.1% 2,230,181 60.0% Operatingincome(loss) (358,034) (10.5%) (504,962) (141%) (377,670) (10.2%) Other income (expense) net 11,631 0.3% 58,366 1.6% 144,228 3.9% Transfer to other funds 0.0% (200,000) (5.6%) (67,000) (1.8%) Change in net assets ($346,403) (10.2%) ($646,596) (18.1%} ($300,442) (8.1%) The cash flow of this fund has been as follows: 2003 2004 2005 Net cash from operating activities $171,524 $127,818 $301,970 Investment earnings 17,376 13,485 30,195 Transfer to EBHC Improvements Fund (200,000) (67,000) Net increase (decrease) in cash and cash equivalents $188,900 ($58,697) $265,165 Cash and investment balance at December 31 $855,429 $796,733 $1,061,898 I l i i Audit Management Letter Enterprise Funds Recvcling and Refuse Fund The �nancial activity of this fund for the past three years has been as follows: i Recycling and Refuse 2003 2004 2005 ,t Operating revenue $212,271 $214,347 $235,586 Operating expenses: Other services 223,504 221,443 252,998 Insurance 175 1,378 1,663 Total operating expenses 223,679 222,821 254,661 Operating income (loss) ($11,408} ($8,474) ($19,075) i� f i u i i Audit Management Letter Enterprise Funds Water Utilitv Fund The financial activity of this fund for the past three years has been as follows: Water Utility 2003 2004 2005 Operating revenue $1,530,592 $1,583,450 $1,636,097 Operating expenses: Depreciation 648,115 588,767 588,503 Alt other 991,576 945,156 1,157,209 Total operating expenses 1,639,691 1,533,923 1,745,712 Operating income (loss) (109,099) 49,527 (109,615) Nonoperating revenues (expenses): Income 46,717 32,636 235,494 Capital construction 631,441 Transfers net (631,441) Total nonoperating revenues (expenses) 46,717 (598,805) 866,935 Change in net assets ($62,382) ($549,278) $757,320 As shown above, the water utility reported a transfer out in 2004 of $631,441 and capital contributions in 2005 of $631,441. This is the result of the entire project being accounted for in a capital project fund. The water utility portion of the project was $631,441. Upon project completion, the utility portion of the asset was then "contributed" back to the Water Utility Fund. r` C •s Audit Management Letter Enterprise Funds The cash flow of this fund has been as follows: 2003 2004 2005 Net cash from operating activities $628,197 $537,570 $547,971 Less purchase of capital assets (309,930) (34,751) (828,358) Less debt service Subtotai 318,267 502,819 (280,387) Investment earnings 31,180 26 46,071 Special assessments 137,495 Interfund payable 26,845 Transfer to Infrastructure Construction Fund (631,440) Net increase (decrease) in cash and cash equivalents $349,447 ($102,601) ($69,976) j Cash balance at December 31 $1,890,755 $1,788 $1,718,178 i l i i Audit Management Letter Enterprise Funds 5anitarv Sewer Fund The financial activity of this fund for the past three years has been as follows: Sanitary Sewer Fund 2003 2004 2005 Operating revenve $2,870,109 $2,833,836 $2,965,539 Operating expenses 2,556,224 2,310,645 2,801,380 Operating income (loss) 313,885 523,191 164,159 Nonoperating revenues (expenses): Income 77,355 97,220 57,508 Capital contributions 555,614 Transfers (555,614) Change in net assets $391,240 $64,797 $777,281 As shown above, the sanitary sewer utility reported a transfer out in 2004 of $555,614 and capital contributions in 2005 of $555,614. This is the result of the entire project being accounted for in a capital project fund. The sanitary sewer utility portion of the project was $555,614. Upon project completion, the utility portion of the asset was then "contributed" back to the Sanitary Sewer Fund. i i Audit Management Letter Enterprise Funds The cash flow of this fund has been as follows: 2003 2004 2005 t Net cash from operating activities $848,185 $998,130 $573,500 Less purchase of capital assets (416,742) (142,840) (508,588) Subtotal 431,443 855,290 64,912 Investment earnings 26,473 28,990 56,825 Special assessments 943 Interfund payable 5,837 Transfer to Infrastructure Construction Fund (555,614) Net increase (decrease} in cash and cash equivalents $457,916 $328,666 $128,517 r Cash balance at December 31 $1,140,100 $1,468,766 $1,597,283 i 1 j t Audit Management Letter Enterprise Funds Storm Drainage Fund The financial activity of this fund for the past three years has been as follows: I Storm Drainage 2003 2004 2005 Operating revenues: User fees $1,264,512 $1,276,778 $1,293,841 Special assessments 112,254 554 4,849 Other 26,363 Investmentearnings 10,237 20,658 42,626 Total operating revenues 1,413,366 1,297,990 1,34I,316 Operating expenses: Personal services 55,863 i Supplies 3,861 1,917 6,655 Other services 290,369 225,729 496,604 Insurance 1 292 1 32 1 336 8 Depreciation 513,608 527,619 526,142 Interest 25,835 9,054 6,485 Total operating expenses 834,965 765,647 1,093,085 Capital contributions 441,756 Transfers out (441,755) Change in net assets $578,401 $90,588 $689,987 As shown above, the storm drainage utility reported a transfer out in 2004 of $441,756 and capital contributions in 2005 of $441,756. This is the result of the entire project being accounted for in a capital project fund. The storm drainage utility portion of the project was $441,756. Upon project completion, the utility portion of the asset was then "contributed" back to the Storm Drainage Fund. li i i i i Audit Management Letter Enterprise Funds The cash flow of this fund has been as follows: 2003 2004 2005 Net cash from operating activities $1,115,712 $1,044,422 $711,137 Less purchase of capital assets (323,343) (773,344) Less debt service (235,835) (229,055) (236,485) Subtotal 556,534 815,367 (298,692) Investment earnings 14,321 20,658 42,626 Special assessments 8,597 Transfer to Infrastructure Construction Fund (441,755) Net increase (decrease) in cash and cash equivalents $570,855 $394,270 ($247,469) Cash balance at December 31 $914,076 $1,308,346 $1,060,877 a i Street Li�ht Utilitv Fund The financial activity is as follows: J Street Light Utility Fund 2003 2004 2005 Operating revenues: User fees $200,224 $208,121 $214,669 Other 8,060 Investment earnings 1,035 1,974 3,408 Total operating revenues 209,319 210,095 218,077 Operating expenses: Other services 146,504 165,651 213,094 Transfers (51,000) Change in net assets $62,815 ($6,556) $4,983 i i I 1 Audit Management Letter Internal Service Funds INTERNAL SERVICE FUNDS Internal Service Funds are used to account for the financing on a cost reimbursement basis of goods or services provided by one department to another departznent within the City. During 2005, the City maintained the following Internal Service Funds: Internal Service Funds Cash and Investment Balance December 31, Fund 2003 2004 2005 Compensated Absences $795,418 $881,890 $919,113 Retirement (Post Employment Insurance Benefits) 1,564,375 1,529,053 1,505,579 Central Garage 4,541,395 4,779,713 5,015,807 Total $6,901,188 $7,190,656 $7,440,499 I I i l i Audit Management Letter Audit Committee Letter AUDIT COMMITTEE LETTER We have audited the financial statements of the City of Brooklyn Center, Minnesota, for the year ended December 31, 2005, and have issued our report thereon dated April 6, 20Q6. Professional standards require that we provide you with the following information related to our audit. Our Responsibility under U.S. Generally Accepted Auditing Standards As stated in our engagement letter dated October 14, 2005, our responsibility, as described by professional standards, is to plan and perform our audit to obtain reasonable, but not absolute, assurance that the financial statements are free of material misstatement and are fairly presented in accordance with U.S. generally accepted accounting principles. Because an audit is designed to provide reasonable, but not absolute assurance and because we did not perform a detailed examination of all transactions, there is a risk that material misstatements may exist and not be detected by us. As part of our audit, we considered the internal control of the City of Brooklyn Center. Such considerations were solely for the purpose of deternuning our audit procedures and not to provide any assurance concerning such internal control. i Significant Accounting Policies Management is responsible for the selection and use of appropriate accounting policies. In accordance with the terms of our engagement letter, we will advise management about the apprapriateness of accounting policies and their application. The significant accounting policies used by the City of Brooklyn Center, Minnesota are described in Note 1 to the financial statements. For 2005, the City of Brooklyn Center, Minnesota adopted GASB No. 40, related to cash and investments, which revised footnote disclosures. We noted no transactions entered into by the City of Brooklyn Center, Minnesota during the year that were both significant and unusual, and of which, under professional standards, we are required to inform you, or transactions for which there is a lack of authoritative guidance or consensus. I r 4 I I 1 Audit Management Letter Audit Committee Letter Accounting Estimates Accounting estimates are an integral part of the financial statements prepared by management and are based on management's knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimate affecting the financial statements were as follows: Denreciation expense. Management's estimate of depreciation expense is based on the estimated useful lives of assets. We evaluated the key factors and assumptions used to develop depreciation expense in deternuning that it is reasonable in relation to the financial statements taken as a whole. Health insurance liabilitv. Managements estimate of health insurance liability is based on eligible participants, estimated future health insurance premiums, and estimated retirement dates. We evaluated the key features and assumptions used to develop health insurance liabilities in deternuning that it is reasonable in relation to the financial statements taken as a whole. Audit Adjustments For purposes of this letter, professional standards define an audit adjustment as a proposed correction of the financial statements that, in our judgment, may not have been detected except through our auditing procedures. An audit adjustment may or may not indicate matters that could have a significant effect on the City of Brooklyn Center, Minnesota's financial reporting process (that is, cause future financial statements to be materially misstated). We proposed, and management recorded, an adjustment of the amount of prepaid expenses. That adjustment was necessary to properly reflect the expense of MCES sewage treatment costs. We also proposed, and management recorded, other adjustments that generally were for routine year-end accruals and for isolated errors. In addition, management represented to us that uncorrected misstatements are immaterial, both individually and in the aggregate, to the financial statements taken as a whole. Those misstatements are as follows: a. Not reporting an estimate allowance for uncollectible property taxes in the amount of $20,500. b. Recognizing a gain on the trade-in of a capital asset in the amount of $16,400 rather than reducing the value of the new asset acquired. c. Liquor inventory per the financial statements exceeded the amount per the liquor inventory system by $11,200. d. The City maintains a perpetual inventory system related to liquor inventory. Audit test counts indicate inventory is overstated by approximately $11,000. r i Audit Management Letter Audit Committee Letter Disagreements with Management For purposes of this letter, professional standards define a disagreement with management as a matter, whether or not resolved to our satisfaction, concerning a financial accounting, reporting, or auditing matter that could be significant to the financial statements or the auditor's report. We are pleased to report that no such disagreements arose during the course of our audit. Consultations with Other Independent Accountants In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a"second opinion" on certain situations. If a consultation involves application of an accounting pnnciple to the government unit s financial statements or a determination of the type of auditor's opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants. Issues Di scussed Prior to Retention of Independent Auditors We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as the City of Brooklyn j Center, Minnesota's auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. Difficulties Encountered in Performing the Audit ti We encountered no difficulties in dealing with management in performing our audit. I Closinq This information is intended solely for the information and use of those who have responsibility for oversight of financial reporting process and management of the City of Brooklyn Center, Minnesota and is not intended to be and should not be used by anyone other than these specified parties. i ti Clt of Brook__. n Center y y Comprehensive Annual Financial Report for the year ended December 31, 2005 I COMPREHENSIVE ANNUAL FINANCIAL REPORT OF THE CITY OF BROOKLYN CENTER, MINNESOTA Michael J. McCauley City Manager Prepared By: FINANCE DIVISION DEPARTM�NT OF FISCAL SUPPORT SERVICES I Daniel Jordet Director Clara Hilger Assistant Finance Director FOR THE YEAR ENDED DECEMBER 31, 2005 (Member of Government Finance Officers Association of the United States and Canada) i Table of Contents INTRODUCTORY SECTION Letter of Transmittal i Principal Officials 6 Organizational Chart FINANCIAL SECTION Independent Auditor's Report 9 Management's Discussion and Analysis 11 Basic Financial Statements: Statement of Net Assets 21 Statement of Activities 22 Governmental Funds Balance Sheet 26 Statement of Revenues, Expenditures, and Changes• in Fund Balance 28 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of the Governmental Funds to the Statement of Net Activities 31 Proprietary Funds Statement of Net Assets 32 Stateinent of Revenues, Expenses, and Changes in Fund Net Assets �4 Statement of Cash Flows Notes to the Financial Statements 39 Reauired SuDplementarv Information: Budgetary Comparison Schedule-General Fund 1 Budgetary Comparison Schedule-Earle Brown Tax Increment District 77 Budgetary Comparison Schedule-Tax Increment District No. 3 78 Note A on Budgetary Compliance 79 Combinin� and Individual Fund Statements: Nonmajor Governmental Funds Combining Balance Sheet 82 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 83 Subcombining Balance Sheet-Nonmajor Special Revenue Funds 86 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances-Nonmajor Special Revenue Funds g8 I I I Statement of Revenues, Expenditures, and Changes in Fund Balances-Budget and Actual: Special Revenue Fund-Housing and Redevelopment Authority 90 Special Revenue Fund-Economic Development Authority 91 Special Revenue Fund-Tax Increment District No. 4 92 Special Revenue Fund-Police Drug Forfeiture 9 Special Revenue Fund-Community Development Block Grant 94 und-Ci Initiatives Grant 95 Special Revenue F ty Subcombining Balance Sheet-Nonmajor Debt Service Funds 98 Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balances-Nonmajor Debt Service Funds 99 Subcombinin Balance Sheet-Nonma'or Ca ital Pro'ect Funds 102 g J P J Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balances-Nonmajor Capital Project Funds 104 Nonmajor Enterprise Funds Subcombinin Statement of Net Assets 108 g Subcombining Statement of Revenues, Expenses and Changes in Fund Net Assets 109 Subcombining Statement of Cash Flows 110 Internal Service Funds Subcombining Statement of Net Assets 112 Subcombining Statement of Revenues, Expenses and Changes in Fund Net Assets 113 Subcombining Statement of Cash Flows 114 STATISTICAL SECTION (unaudited) Government-wide Expenses by Function 116 Government-wide Revenues 118 General Governmental Expenditures by Function 120 General Governmental Revenues and Other Financing Sources by Source 122 Special Assessment Billings and Collections 123 Computation of Legal Debt Margin 124 Ratio of Annual Debt Service Expenditures for General Bonded Debt to General Fund Expenditures 125 Miscellaneous Statistical Data 126 Tax Levies and Tax Collections 12g Assessed Value and Estimated Market Value of All Taxable Property 130 Direct and Overlapping Tax Rates 1�2 Ratio of Net Bonded Debt to Assessed Value and Net Bonded Debt per Capita 134 Coinputation of Direct and Overlapping Debt 13 Principal TaKpayers 136 Property Value and Construction 137 Demographic Statistics 138 Schedule of Revenue Bond Coverage 139 Schedule of Insurance Coverage 140 ti City of Brooklyn Center A Millennium Community May 22, 2006 Honorable Mayor and Members of the City Council City of Brookiyn Center Transmitted herewith is the Comprehensive Annual Financial Report of the City of Brooklyn Center for the fiscal year ended December 31, 2005. Management of the City of Brooklyn Center assumes full responsibility for the completeness and reliability of the information contained in this report based on the current system of internal controL Minnesota Statutes and City Charter Section 7.12 require that the financial statements of the City of Brooklyn Center be audited annually by the State Auditor or a certified public accountant selected by the City Council. These financial statements have been audited by HLB Tautges Redpath, Ltd. Their report is included in the financial section of this report. In addition, HLB Tautges Redpath is required to issue an opinion on the City's management and accounting for grant funds from the federal government. This "Single Audit" opinion, when included, is designed to meet the monitoring needs of federal grantor agencies. That report was not required in 2005 as the City received less than 500,000 in total federal grants. Management's Discussion and Analysis (MD&A) immediately follows the independent auditor's report and provides a narrative introduction, overview, and analysis of the basic financial statements. Managements Discussion and Analysis complements this letter of transmittal and should be read in conjunction with it. Profile of the City of Brooklyn Center The City of Brooklyn Center was incorporated in 1911 and is located in northern Hennepin County. The City has operated under the council-manager form of government since the adoption of the City Charter in 1966. The governing body is comprised of the Mayor and four Council Members elected at large. All members serve four-year terms with two of the Council Members standing for election during each national election year cycle. The Mayor and Council Members hire a City Manager who runs the daily operations of the City. The City of Brooklyn Center provides a full range of municipal services to its citizens. These include police and fire protection services, zoning enforcement, municipal 5 6301 Shingle Creeh Parkway Recreation and Community Center Phone TDD Number Brooklyn Center, MN 55430-2199 (763) 569-3400 City Hall TDD Number (763) 569-3300 FAX (763) 569-3434 FAX (763) 569-3494 www.cityofbrooklyncenter.org planning, parks and recreation activities, construction and maintenance of streets, provision of water, wastewater collection and treatment, stormwater collection and treatment, and street lighting. Community and economic development are facilitated through a Housing and Redevelopment Authority and an Economic Development n resources 'nternal de artments rovidin huma Authority. The City also has i p p 9 nt and information technolo s u ort to these various engineermg, financial manageme 9Y PP functions. The City operates a conference and meeting facility at the Earle Brown Heritage Center, two municipal liquor stores, and Centerbrook, a 9 hole executive golf course. Financial planning and control for the City of Brooklyn Center is based on the Annual Budget and the five-year Capital Improvement Program. Under Minnesota Statutes, a of each ear preliminary property tax levy must be adopted no later than September 15 y le that ma for the ensuing year s collection. This establishes a maximum vy Y le re uires a subsequently be lowered but not raised. Effective establishment of this vy q preliminary budget be prepared. The City Manager prepares such a budget each summer and presents it to the City Council in August, prior to the consideration of the preliminary tax levy. In addition, the City Council reviews the recommended rates and charges for utility funds and other operations on an annual basis as part of the budget process. Citizens receive a notice of taxes proposed for their individual properties in November based on the preliminary levies established by all taxing districts. Following lic hearin s known as Truth in the receipt of this notice citizens are invited to pub g Taxation hearings in each jurisdiction. The City's hearing includes information about the budget, the property tax levy and the priorities of the City Council for the coming year as made evident by the budget allocations. Public comment is heard and considered at this hearing. The final property tax levy is adopted at a subsequent meeting. This forms the basis for the budget preparation and presentation framework. In addition, a Capital Improvement Program is reviewed and revised during the budget process each year. This includes projects for which the City must issue debt and/or assess portions of the cost to adjacent or benefited property owners. Because there are limited funds available each year and the City does not wish to issue excessive amounts of debt, these projects must be reviewed and reprioritized as the Capital Improvement Program is developed each year. Economic Condition and Outlook The Ciry of Brooklyn Center is a northern suburb of the Twin Cities metropolitan area, adjacent to the City of Minneapolis and located 10 miles from its downtown area. The City is wholly within Hennepin County and covers an area of about 8.5 square miles. The Mississippi River forms the City's eastern boundary. 2 I The City experienced its most rapid growth from 1950 to 1970 when the City's population grew from 4,300 to its peak of 35,173. The 2000 Census data for the Ciry was 29,172, a slight increase from the 1990 Census data of 28,887. The number of housing units has remained stable at 11,430 units; there were 11,704 housing units in 1990. As in most mature, first-ring suburbs there is a slight trend toward conversion of single family homes to rental properties. The total estimated market value of real and personal property within the City increased 7.51 in 2005 over 2004, 7.55% in 2004 over 2003, and 9.2% in 2003 over 2002. Residential values posted the largest gains going up over 10% in total. Commercial/industrial values are stable for the 2004 to 2005 period. Demand for starter homes has continued to drive up values of residential property in the City. Major transportation routes in and through the City, including Interstates 94 and 694, and State Highways 100 and 252, have provided a continued impetus for development of a strong commercial tax base in the City along and adjacent to these corridors. Commercial/industrial properties made 35% of the City's taxable net tax capacity in 2005, holding steady with the 35% in 2004. This moderates the recent shift of tax burden from commercial/industrial to residential with the phasing out of the limited market value law. The largest commercial property in the City is Brookdale Mall, a 1,093,931 square-foot regional shopping center. Brookdale was redeemed from foreclosure in 2005 but its future remains tentative. Factors Affecting Financial Condition Maior Events of 2005 and Local Economy Brooklyn Center is a mature, developed suburb that is working to revitalize itself. With its affordable housing, excellent schools, beautiful parks, and convenient transportation access it has the potential to continue to be a vibrant community for many years to come. The revitalization of Brooklyn Center is proceeding on three tracks: replacement and renewal of the commercial areas of the City; replacement and enhancement of its aging streets, utilities, and parks; and the reinvigoration of neighborhoods. x base rowth. tinued to be th e ke to comm ercial and industrial ta g Redevelopment con Y In 2005 the City acquired the Hmong-American Shopping Center at the intersection of th nue. Tenants in the Center were relocated and the buildings Highway 100 and 57 Ave was com let ed. i hed. Environmental cleanu of various substances p demol s were P Standards were established for redevelopment of the property into a mixed use commercial and residential project. Proposals will be taken for the project in 2006 with construction expected to be completed in 2007 or 2008. The City's "Opportunity Site" Task Force prepared a long term vision to guide redevelopment in that area. The Luther Group acquired an old Mazda dealership at Brooklyn Boulevard and Interstate 3 494. Private revitalization of this property will enhance the revitalization efforts made by the City and Hennepin County at 69�' Avenue and Brooklyn Boulevard. As part of a planned replacement of the aging infrastructure, the City continued the program for street and utility improvements by reconstructing the Lions Park South neighborhood streets in 2005. While streets are replaced, aging water, sanitary and storm sewer infrastructure is also repaired or replaced. These improvements are funded by general obligation improvement bonds supported with special assessments against benefited properties, an operating transfer from the general fund, and funds from the capital projects funds and utility enterprise funds. About one twenty-fifth of the City's streets and utilities are reconstructed each year. It is expected that this will be a perpetual process, since at the end of twenty-five years it will be necessary to begin anew with the streets that were done first. Another benefit of these neighborhood projects has been the increased interest by residents in the maintenance and cleanup of their individual properties through paint, landscaping and structural repairs. The hospitality industry contributes a significant amount to Brooklyn Center's economy. Lodging tax provided over 350,000 for 2005 fiscal year operations. Plans for a hotel to adjacent to the City-owned Earle Brown Heritage Center facility are under consideration. The project has been delayed by litigation over the provision of public assistance to the hotel developer. Subsequent to the 2005 fiscal year-end, this litigation was resolved and the City has been cleared by the courts to proceed with the plan. Infrastructure and Transnortation Shingle Creek Parkway, a major intra-city corridor for commercial and industrial traffic, was reconstructed from John Martin Drive to Interstate 94 during 2005. In addition, Summit Drive was reconstructed as part of the same project. These two streets form some of the core access to the "Opportunity Site" and should make the area more viable and attractive. In addition a deteriorated bridge deck was repaired on the Freeway Boulevard Bridge as part of the 2005 Capital Projects program. Park infrastructure was enhanced with the repaving of the Palmer Lake Trail system. This 3.2 mile circuit around Palmer Lake is maintained by both Brooklyn Center and Brooklyn Park within each respective City. The Brooklyn Center repaving completes a project begun along the Shingle Creek Trail in 2003 using federal grant funds. Development of utility rate models has improved the City's ability to generate cash flow and schedule improvements to the water and sewer systems. Separate funds for street lighting and stormwater drainage have also helped control and prioritize infrastructure improvements and operations in these areas. 4 Cash Manaaement The City of Brooklyn Center receives interest on all funds deposited by the City in its bank and investment accounts. During 2005 daily funds were moved to a"sweep" account paying interest on overnight deposits. The rate on this daily sweep rose during 2005 from just under 1.75% per year to a rate at the end of the year in excess of 3.00% per year. This result was negotiated between the city and the bank in exchange for a slightly higher balance being maintained in the operating account. The proceeds of this daily investment offset the banking fees charged by the City's main bank, Wells Fargo. Other funds were invested in various treasury securities and mortgage back securities considered acceptable risks under the ��prudent person" investment limitations of Minnesota Statutes. Longer term investments will have a slightly higher rate of interest compared to the overnight "sweep" rates of fiquid cash. In addition, the City invests in the 4M and 4MPIus funds sponsored by the League of Minnesota Cities. 2005 saw a substantial increase in the rate of interest paid by the 4M and 4MPIus funds in 2005, from a low of 1.77% to a high of 3.9Z% at the end of the year. These accounts pay a return higher than liquid cash but lower than treasuries and mortgage backed securities. The advantage of using these funds is liquidity. Treasury management requires a balance between the availability of cash and investment to obtain the highest return without undue risk of public assets. Acknowledaements This report has been prepared following the guidelines recommended by the Government Finance OfFicers Association of the United States and Canada. These guidelines assure that presentation of information on the city's financial condition conforms substantially to the high standards of public financial reporting, including generally accepted accounting principles promulgated by the Government Accounting Standards Board. The preparation and publication of this report would not have been possible without the efficient work of the Finance staff, especially Clara Hilger, Assistant Finance Director. We would like to acknowledge all staff that contributed their efforts to the Finance operations in 2005. We would also like to thank the Mayor and City Council for their support in promoting and maintaining the highest standards of professionalism and management of the City of Brooklyn Center. I Respeg�lly Sub ed, Michael cCaule Daniel ]ordet City Manager Director of Fiscal Support Services i 5 CITY OF BROOKLYN CENTER, MINNESOTA PRINCIPAL OFFICIALS December 31, 2005 Name Position Term of Office Term Expires ELECTED OFFICIALS Myma Kragness Mayor Four Years December 31, 2006 Kathleen Carmody Council Member Four Years December 31, 2006 Kay Lasman Council Member Four Years December 31, 2008 Diane Niesen Council Member Four Years December 31, 2006 Mary O'Connor Council Member Four Years December 31, 2008 APPOINTED OFFICIALS Michael J. McCauley City Manager Appointed Curt Boganey Assistant City Manager Appointed Charles LeFevre City Attorney Contractual Appointee Sharon Knutson City Clerk Appointed Scott Bechthold Police Chief Appointed Todd Blomstrom Director of Public Works/City Engineer Appointed Ronald Boman Fire Chief Appointed James Glasoe Community Activities, Recreation Services Director Appointed Brad Hoffman Community Development Director Appointed Daniel Jordet Director of Fiscal Support Services Appointed 6 i i City of Brooklyn Center Organization 2005 Electorate I City Council Advisory Commissions I Administration City Attorney City Manager Human Resources Communications Information Technology Etections Licenses City Clerk I I Public Works Police Department Community Activities, Enterprise Engineering Patrol Recreation. and Services Liquor Stores Street Maintenance Investigation Earle Brown Heritage Center Sanitary Sewer Crime Prevention Community Programs Central Garage Community Programs Recreation Programs Storm Sewer Support Services Community Center Water Department Dispatch Government Buildings Park Maintenance Golf Course Fire Deaartment Fiscal and Supaort Services Communitv Develoament Fire Prevention Accounting Inspections Fire Suppression Audit Economic Development Emergency Preparedness Utility Billing Housing Redevelopment Authority Risk Management Zoning Assessing Planning This page has been /eft b/ank intentiona//y. s 1 Tautges Redpath, Ltd. Certifietl Public Accountants and Consultants IlVDEPENDENT AUDITOR S REPORT To the Honorable Mayor and Members of the City Council City of Brooklyn Center, Minnesota We have audited the accompanying financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Brooklyn Center, Minnesota, as of and for the year ended December 31, 2005 which collectively comprise the City of Brooklyn Center, Minnesota's basic financial statements as listed in the table of contents. These financial statements are the responsibility of the City of Brooklyn Center, Minnesota's management. Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditin Standards issued b the Com troller General of the United States. S Y P Those standards require that we plan and perform the audit to obtain reasonable assurance I ahout whether the financial statements are free of material misstatement. An audit includes consideration of internal control over financial reporting as a basis for designing audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City of Brooklyn Center, Minnesota's internal control over financial reporting. Accordingly, we express no such opinion. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial I 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 reasonabl� basis for our opinions. In our opinion, the financial statements referred to above present fairly, in a11 material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Brooklyn Center, Minnesota, as of December 31, 2005, and the respective changes in financial position and cash flows, where applicable, thereof for the year then ended in confornut with accountin r' i 1 ta e erica. y g p mc p es generally accepted in the Umted S t s of Am 4810 White B r P rkw 42 5004 F x www.hibtr.com I ea a ay White Bear Lake, Minnesota 55110 651 426 7000 651 6 a 1303 South Fronta e Roatl uite 1 Hastin s 651 4 90 651 426 5004 Fax g S 3 g, Minnesota 55033 480 9 HLB Tautges Redpath, Ltd. is a member of Intemational, a worid-wide organization of accounting firm9and business advisors. i I f In accordance with Government Auditing Standards, we have also issued our report dated Apri16, 2006 on our consideration of the City of Brooklyn Center, Minnesota's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing and not to provide an opinion on the intemal control over financial reporting or on compliance. That report is an integral part of an audit perFormed in accordance with Government Auditing Standards and should be considered in conjunction with this report in considering the results of our audit. The Management's Discussion and Analysis and the budgetary comparison information as listed in the table of contents, are not a required part of the basic financial statements but are supplementary information required accounting principles generally accepted in the United States of America. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods of ineasurement and presentation of the required supplementary information. However, we did not audit the information and express no opinion on it. Our audit was conducted for the u ose of formin o inions on the financial statements that P iP g P collectively comprise the City of Brooklyn Center, Minnesota's basic financial statements. The introductory section, combining and individual nonmajor fund financial statements and schedules and statistical tables are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual fund statements have been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, are fairly stated in all material respects in relation to the basic financial statements taken as a whole. The introductory section and statistical section have not been subjected to the auditing procedures applied in the audit of the basic financial sta.tements and, accordingly, we express no opinion on them. /���z, HLB TAUTGES REDPATH, LTD. i White Bear Lake, Minnesota Apri16, 2006 lo MANAGEMENT'S DISCUSSION AND ANALYSIS As management of the City of Brooklyn Center, we offer readers of the City of Brooklyn Center's financial statements this narrative overview and analysis of the financial activities of the City for the fiscal year ended December 31, 2005. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal, which can be found on pages 1 through 5 of this report. Financial Hi�hli�hts The assets of the City exceeded its liabilities at the close of the most recent fiscal year. The 103,189,266 of net assets includes cash and investments, streets, buildings, equipment, land and other City assets. (See Page 13) Of this amount, $13,881,634 is classified as unrestricted net assets which may be used to meet the government's ongoing obligations to citizens and creditors in I accordance with the City's fund designations and fiscal policies. The City's total net assets increased by 4,636,208 from 2004 to 2005. As of the close of the current fiscal yeaz, the City's governmental funds reported combined ending fund balances of 40,471,856. Of this total amount, 33,272,528, or 82% is designated or reserved through legal restrictions and City Council authorization. At the end of the current fiscal year the general fund balance of 7,294,951 included 11,080 reserved and 7,283,871 designated. The Ci 's total outstandin debt decreased b$ 10 045 000 durin the current fiscal ear, from Y tY Y g g 39,410,000 to 29,365,000. Overview of the Financial Statements The discussion and analysis are intended to serve as an introduction to the City's basic financial statements. The City's basic financial statements comprise three components: 1) govemment-wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. Government-wide tinancial statements. The government-wide financial statements are designed to provide readers with a broad overview of the City's finances, in a manner similar to a private-sector business. The statement of net assets presents information on all of the City's assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position of the City is improving or deteriorating. The statement of activities presents information showing how the City's net assets changed during the most recent fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of reiated cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g. uncollected taxes and earned but unused vacation leave). Both of the government-wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenues (govemmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental activities of the City of Brooklyn Center include general govemment, public safety, public works, communiTy services, recreation and economic development. The business-type activities I1 i Management's Discussion and Analysis of the City include water and sewer, street lighting, liquor operations, golf course, convention center, storm drainage and recycling/refuse. The government-wide financial statements can be found on pages 21 through 23 of this report. i Fund Financial statements. A fund is a grouping of related accounts that is used to maintain contro) over resources that have been segregated for specific activities or objectives. The City, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the City can be divided into two categories: governmental funds and proprietary funds. i Governmental funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the govemment-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spend- able resource, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government's neaz-term financial requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statement. By doing so, readers may better understand the long-term impact of the City's near term financial decisions. Both the governmental fund balance sheet and govemmental fund statement of revenues, expenditures, and change in fund balances provide a i reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains nineteen individual governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for the General fund, the Earle Brown TIF District special revenue fund, TIF District No. 3 special revenue fund, the Special Assessment Bonds debt service fund and the Infrastructure Construction capital projects fund, which are considered to be major funds. Data from the other governmental funds are combined into a single, aggregated presentation. Individual fund data for each of these nonmajor governmental funds is provided in the form of combining statements elsewhere in this report. The basic govemmental fund financial statements can be found on pages 26 through 30 of this report. Proprietary funds. The City maintains two different types of proprietary funds. Enterprise funds are used to report the same functions presented as business-type activities in the governmental-wide financial statements. The Ciiy uses enterprise funds to account for its municipal liquor, goif course, Earle Brown Heritage Center, water, sanitary sewer, storm drainage, recycling/refuse, and street lighting operations. Internal service funds are an accounting device to accumulate and allocate costs internally among the City's various functions. The City uses internal service funds for its central garage, employee retirement, and compensated absences. Because all of these services predominantly benefit governmental rather than business-type functions, they have been included within the governmental activities in the government-wide financial statements. Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for the municipal liquor, golf course, Earle Brown Heritage Center, water, sanitary sewer, and storm drainage operations, each of which are considered to be major funds of the City. Conversely, all internal service funds are combined into a single, aggregated presentation in the proprietary fund financial statements. Individual fund data for the internal service funds is provided in the form of combining statements elsewhere in this report. The basic proprietary fund financial statements can be found on pages 32 through 37 of this report. 12 Management's Discussion and Analysis Notes to the financial statements. The notes provide additional information that is essential to a full understanding of the data provided in the government wide and fund financial statements. The notes to the financial statements can be found on pages 39 through 70 of this report. Other information. In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information on budgetary compliance for its major funds. The City adopts an annual appropriated budget for its general and special revenue funds. A budgetary comparison statement has been provided for major funds to demonstrate compliance with this budget. Required supplementary information can be found on pages 71 through 79 of this report. The combining statements referred to earlier in connection with nonmajor govemmental funds and internal service funds are presented immediately following the required supplementary information on budgetary comparisons. Combining and individual fund statements can be found on pages 82 through 114 of this report. Government-wide Financial Analvsis As noted earlier, net assets may serve over time as a useful indictor of a govemment's financial position. In the case of the City, assets exceeded liabilities by 103,189,266 at the close of the most recent fiscai year. The largest portion of the City's net assets 59,480,704 or 58 percent) reflects its investment in capital assets (e.g. land, infrastructure, buildings, machinery, and equipment) less any related debt used to acquire those assets that is still outstanding. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. CITY'S NET ASSETS GovemmentalActivities Business-typeActivities Total 2005 2004 2005 2004 2005 2004 Currentand otherassets 53,189,844 63,5�3,375 8,008,437 7,948,797 61,198,28] 71,522,172 Capital assets 39,190,090 34,583,271 37,988,441 36,359,095 77,178,531 7Q942,366 Total assets 92,379,934 98,156,646 45,996,878 44,307,892 138,376,812 142,464,538 L.ong-term liabilities outstanding 28,583,307 30,913,581 28,583,307 30,913,581 Other liabilities 5,683,658 11,956,320 92Q581 1,041,579 6,604,239 12,997,899 Totalliabilities 34,266,965 42,869,901 92Q58] 1,041,574 35,187,546 43,911,480 Net assets: Invested in capital assets, net ofrelated debt 21,992,263 12,648,271 37,988,441 36,129,095 59,980,704 48,777,366 Restricted 29,326,928 39,412,423 29,326,928 39,412,423 Unrestricted 6,793,778 3,226,051 7,087,856 7,137,218 13,881,634 10,363,269 Total net assets 58,112,969 55,286,745 45,076,297 43,266,313 103,189,266 98,553,058 A portion of the of the City of Brooklyn Center's net assets represents resources that are subject to external restrictions on how they may be used. These restrictions include debt payment from assessments collected, grants received from outside sources and tax increments collected for qualified projects The remaining balance of unrestricted net assets 13,881,634) may be used to meet the City's ongoing obligations. At the end of the current fiscal yeaz, the City of Brooklyn Center is able to report positive balances in all three categories of net assets, both for the government as a whole, as well as for its separate governmental and business-type activities. The same situation held true for the prior fiscal year. 13 Management's Discussion and Analysis Current assets decreased significantly in the governmental activities due to the crossover of advance refunding bonds in both the General Obligation and Tax Increment bonds. Similarly, other liabilities fell with the payment on the refunded bonds. This carries through also to the resiricted net assets decrease in the governmental activities. j i Capital assets in the Business-type activities increased due to the completion of three utility construction projects and the commencement of construction on four new projects. Governmental Activities Government activities resulted in an increase of the City's net assets by 2,826,224, while the overall increase i totaled 4,636,208. Key elements of the increase are as follows: CITY'S CHANGES IN NET ASSETS Govenvr�ental Activities Business-tyoe Activities Total 2005 2004 2005 2004 2005 2004 Revenues: Program revenues: Charges for services 2,051,692 1,644,583 9,753,171 9,067,849 11,804,863 10,712,432 I Operating gants and i contributions 795,633 933,104 795,633 933,104 Capital gants and i contributions 2,398,345 2,423,411 2,398,345 2,423,411 i Generalrevenues: Property taxes 11,288,883 11,015,069 11,288,883 11,015,069 Othertaxes 5,589,479 5,327,180 5,589,479 5,327,180 Grants and contributions not restricted to specific programs 577,548 923,374 577,548 923,374 Gain on sale of assets 31,880 29,202 31,880 29,202 Unrestricted investment earnings 1,272,409 491,524 199,876 102,696 1,472,285 594,220 Other 660,218 117,864 778,082 Toralrevenues 24,005,869 23,447,665 9,953,047 9,2$8,409 33,958,916 32,736,074 Expenses: General govemment 2,970,364 2,725,137 2,970,364 2,725,137 Pubiicsafety 7,848,160 7,538,277 7,848,160 7,538,277 Public works 3,856,992 2,482,819 3,856,992 2,482,819 Cornmunity services 86,043 67,324 86,043 67,324 Pazks and RecreaYion 2,305,047 2,255,231 2,305,047 2,255,231 Economic development 1,217,294 1,683,025 1,217,294 1,683,025 Nondepartmental (450,41 (450,415) Interest on long-term debt 1,349,852 1,268,649 1,349,852 1,268,649 Municipalliquor 978,743 939,244 978,743 939,244 Golfcourse 273,024 271,127 273,024 271,127 E.BrownHeritageCenter 2,262,359 2,180,229 2,262,359 2,180,229 Recycling and refuse 254,661 222,821 254,661 222,821 Water utility 1,795,759 1,533,923 1,795,759 1,533,923 Sanitarysewer 2,808,644 2,31Q645 2,808,644 2,310,645 Storm drainage 1,102,672 '756,593 1,102,672 756,593 Street light utiliry 213,094 165,651 213,094 165,651 Total expenses 19,633,752 17,57Q047 9,688,956 8,380,233 29,322,708 25,950,280 Increase in net assets before h 4,372,117 5,877,618 264,091 908,176 4,636,208 6,785,794 Transfers (1,545,893) 2_004,810 1,545,893 (2,004,810) i Change in net assets 2,826,224 7,882,428 1,809,984 (1,096,634) 4,636,208 6,785,794 Net assets January 1 55,286,745 47,404,317 43,266,313 44,362,947 98,553,058 91,767,264 Net assets December 31 58,112,969 55,286,745 45,076,297 43,266,313 103,189,266 98,553,058 14 Management's Discussion and Analysis In the Governmental Activities, operating grants decreased due to fewer recreation and public safety grant requests made. Total taxes increased by 536,113 because of increased property tax levy. Unrestricted investment earnings produced an additional 780,885 in revenue due to an upward trend in interest rates, additional cash on hand during the year from the 17,245,000 'TIF Bond sale in 2004 and gains in market valuation of investments. Expenses in public works increased due to a more active consm►ction season in 2005. Lower economic development expenses were due the capitalization of the costs associated with a major tax increment project. Transfers out in 2005 were for construction projects contributed to the utility funds. Below are specific graphs which provide comparisons of the governmental activities revenues and expenses: Governmental Activities 2005 Revenues Unrestricted investment Other revenues eamings Court fines 3% 5% Other taxes l Charges for services 6% 7% Operating grants and u contributions 3% r ^�a `;6�� Capital grants and conVibutions Property taxes and tax 10% increments 65% Governmental Activities 2005 Expenses Economic development �terest on long-term 6 2% debt 6.9% Parks and recreation I1.7% General govemment 15.1% Communiry services� 0.4% Public works� 19.6% �Public safety 40.0% 15 Management's Discussion and Analysis Business-tvne activities a hs showin the business- e 'ncreased net assets b$ 1 809 984. Below are g tYP Business e activities i ST P typ Y activities revenue and expense comparisons: Business-Type Activities 2005 Revenues Unrestricted investrnent eamings 2.0% Net Charges for services 98.0% Business-Type Activities 2005 Expenses Heritage Center Sewer 25.9% r323% I Storm Drainage�� 12.7% Non-Major Enterprise Water 5.4% Golf Course 20.6% 3.1% Charges for services in the business-type activities were up due to increases in rates in the utility funds and an increase in activity in the Municipal Liquor and Earle Brown Heritage Center funds. There is a corresponding increase in expenses in these same funds due to the increase in activity and costs to provide the services. I 16 i Management's Discussion and Analysis Financial Analvsis of the Government's Funds Governmental Funds. The focus of the City's governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City's financing requirements. In particulaz, unreserved fund balance may serve as useful measure of a govemment's net resources availabie for spending at the end of the fiscal year. At the end of the current fiscal year, tha City's govemmental funds reported combined ending fund balances of 40,471,856. Approximately 13% of this amount 5,161,898 is reserved because it has already been committed 1) to provide for debt service 4,158,607), 2) for advances 800,000), 3) for committed contracts ($192,211) and 4) for prepaid items 11,080). The unreserved fund balance of 35,309,958 includes designations for 1) general fund working capital 7,283,871), 2) housing development and bonding covenants 14,904,741), and 3) capital improvements 4,324,156). T'he balance is undesignated and unreserved 7,199,328). The general fund is the chief operating fund of the City. At the end of the current fiscal year, total fund balance reached 7,294,951, all of which was either reserved or designated. As a measure of the general fund's liquidity, it may be useful to compare total fund balance to total fund expenditures. Total fund balance represents 55% of total general fund expenditares. The fund balance of the City's general fund increased by 325,502 in 2005. This increase was primarily due to higher than expected collections of current and delinquent property taxes. The Earle Brown TIF District fund had a fund deficit of 768,902) at the end of 2005. This compares to a fund deficit of 1,858,494) at the end of 2004. The net increase in fund balance during the current year in the Earle Brown TIF District was 1,089,592. This increase was due to the collection of delinquent taxes and the transfer of funds from the Tax Increment Financing Bonds fund. This transfer consisted of the funds remaining after the 1991A and 1992A Tax Increment Bond issues had been paid. The TIF District No. 3 fund had a total fund balance of $23,664,938 at the end of 2005. The net decrease in the fund balance was 2,206,734. In 2004, the City issued 17,245,000 in tax increment bonds, the proceeds of which will be spent in the TIF District No. 3 fund. The decrease of $2,206,734 represents the first of three years expenditures for the acquisition and development of properties within the district. The remaining bond proceeds are carried as of December 31, 2005, as designations of fund balance for statutory housing obligation of 2,737,568 and redevelopment projects of 12,167,173, totaling $14,904,741. The Special Assessment Bonds fund had a fund balance of $3,104,377 at the end of 2005, all of which was reserved for debt service. The net decrease in fund balance for 2005 was $82,271, which was due to the use of collections in previous years to pay current bond payments. The fund balance of the Infrastructure Construction fund at the end of 2005 was a deficit of 899,125). This represents a decrease from 2004 of 1,376,820. This decrease is due to the City postponing the issuance of improvement debt to fund projects substantially completed in 2005. Proprietary funds. The City's proprietary funds provide the same type of information found in the govemment-wide financial statements, but in more detail. The unrestricted net assets in the respective major proprietary funds are the municipal liquor fund 1,088,808, golf course -$(753,499), Earle Brown Heritage Center 828,331, water utility 2,160,742, sanitary sewer 2,418,890 and storm drainage 1,335,470. The increases (decreases) in net assets for the major enterprise funds were: municipal liquor 57,940, golf course $(3,982), Earle Brown Heritage Center $(300,442), water utility 757,320, sanitary sewer 777,281, and storm drainage 689,987. ]7 i Management's Discussion and Analysis General Fund Bud¢etarv Hi�hli�hts During the yeaz, there were no amendments to the General Fund budget appropriations. Actual revenues and other financing sources exceeded the budget by 685,580, the majority of which was due to higher than expected collections of current and delinquent properiy taxes and an increase in lodging tax collected. Actual expenditures and other financing uses were higher than budgeted for the year. The City took the opportunity to reallocate funds for infrastructure maintenance and transferred 555,000 to the capital projects to fund future i needs. Capital Asset and Debt Administration Capital assets. The City's investment in capital assets for its governmentai and business type activities as of December 31, 2005, amounts to 77,178,531 (net of accumulated depreciatian). This investment in capital assets includes land, buildings, infrastructure, machinery and equipment. The total increase in the City's investment in capital assets was 8.8 percent (13.3 percent increase for governmental activities and a 4.5 percent I increase for business-type activities). Major capital asset events during the year included the following: i Two reconstruction projects in existing neighborhoods were completed during the year, with a final cost of 3,296,000. 'ects Three reconstruction projects were begun and substantially completed durmg the 2005. These pro� account for 5,360,850 in construction in progress at the end of the year. A major redevelopment project in Tax Increment District No. 3 was begun during the year. Land was purchased and prepared for re-sale; construction in progress for this project as of the close of the year had reached 4,589,000. CITY'S CAPITAL ASSETS (net of depreciation) Governmental Activities Business-type Acrivities Total 2005 2004 2005 2004 2005 2004 Land 3,203 3,203,904 3,147,342 3,197,342 6,401,246 6,401,246 Land impmvements 272,937 287,292 272,937 287,292 Consmiction in progress 7,962,052 3,731,004 2,110,290 10,072,342 3,731,004 Buildingsandsti 12,726,162 13,381,007 9,218,052 10,060,390 21,944,214 23,441,397 Departmental equiprnent 2,060,357 2,204,854 217,817 147,259 2,278,174 2,352,113 Other park impmvements 1,115,450 1,058,974 1,115,450 1,058,974 Streets 12,122,165 11,003,528 12,122,165 11,003,528 Mains and lines 22,972,003 22,666,812 22,972,003 22,666,812 Total $39,190,090 $34,583,271 $37,988,441 $36,359,095 77,178,531 7Q942,366 Additional information on the City's capital assets can be found in Note 5 on pages 56 through 57 of this report. n- r onded debt outstandin of Lo te m debt. At the end of the current fiscal ear the Ci had lon -term b g Y n' g g 29,365,000, all of which is backed by the full faith and credit of the government. Of the total outstanding, 5,340,000 is general obligation bonds, 19,305,000 is tax increment bonds and 4,720,000 is improvement bonds. Additional long-term liabilities include 919,113 for compensated absences. This is the accumulated vacation and sick leave available but not used by employees at the end of 2005. 18 Management's Discussion and Analysis City's Outstanding Debt General Obligation Sonds, General Obligation Improvement Bonds, General Obligation Tax Increment Bonds, General Obligation Revenue Bonds, and Compensated Absences Govemmenta] Activities Business-type Activities Total 2005 2004 2005 2004 2005 2003 General obligation bonds 5,340,000 $11,025,000 5,340,000 11,025,000 General obligation tax increment bonds 19,305,000 22,445,000 19,305,000 22,445,000 General obligation imporove�nt bonds 4,720,000 5,710,000 4,720,000 5,710,000 General obligation revenue bonds 230,000 230,000 Cornpensatedabsences 919,113 857,305 919,113 857,305 Total $3Q284,113 $40,037,305 23Q000 3Q284,113 40,267,305 The City's total bonded debt decreased by 10,045 000 during the current fiscal year. The key factor in this decrease was the repurchase of $4,910,000 of the G.O. Police and Fire Building Bonds of 997B and $2,370,000 of the G.O. Tax Increment Bonds of 1995A with proceeds from the refunding bonds issued in 2004. No new bonds were issued by the City in 2005. The City maintains an A1 rating from Moody's on all issues. State statutes limit the amount of general obligation debt a Minnesota city may issue to 2% of total Estimated Mazket Value. The current debt limitation for the City is 38,899,920. Only 5,045,000 of the City's outstanding debt is counted within the statutory limitation amounting to about 13% of the total limit. Additional information on the City's long-term debt can be found in Note 7 on pages 58 through 60 of this report. Economic Factors and Next Year's BudEet a�nd Rates The une mployment rate for the City is 4.8 percent at the end of the current fiscal year, which is a decrease from the rate of 5.7 percent a year ago. This compares to the State's average unemployment rate of 4.0 percent and the national average of 5.1 percent. Redevelopment of the Central Business District is underway and will yield net growth in tax base and stability in tax base through mixed use development goals. Utility rates, which have increased greatly in the past two budget cycles, are expected to stabilize. All of these factors were considered in the preparation of the City's budget for the 2006 fiscal year. During the year, unreserved fund balance in the general fund rose by 325,502. This amount will be added to the fund balance level to stay within the City's policy of maintaining at least 50 percent, and no more than 52%, of the next year's budgeted General Fund operations. Water, sanitary sewer, recycling and refuse, and street light utility rates were increased for the 2005 budget year. Residential water rates were increased by 5.9 percent, sanitary sewer and street light by 2.8 percent, and recycling and refuse by 93 percent. These increases were necessary to ensure that the municipal utilities be I self-supporting through revenue, as required by the City charter. These rates aze reviewed annually to ensure compliance with the requirements of the charter. 19 I Management's Discussion and Analysis Reauests for information This financial report is designed to provide a general overview of the City's finances for all those with an interest in the government's finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Director of Fiscal and Support Services, City of Brooklyn Center, 6301 Shingle Creek Parkway, Brooklyn Center, Minnesota 55430. 20 C CITY OF BROOKLYN CENTER, MINNESOTA STAT'EMENT OF NET ASSETS Statement 1 December 31, 2005 Governmental Business-Type Assets: Activities Activities Total Cash and investments 47,865,745 6,310,906 54,176,651 Receivables: Accounts 274,852 1,618,577 1,893,429 Taxes 541,819 541,819 Special assessments 3,194,805 324,258 3,519,063 Internal balances 1,012,708 (1,012,708) Due from other governments 169,200 14,933 184,133 Prepaid expenses 11,080 154,629 165,709 Inventories at cost 31,435 597,842 629,277 Restricted assets: Cash and investments 88,200 88,200 Capital assets: Nondepreciable 11,165,956 5,307,632 16,473,588 Depreciable 28,024,134 32,680,809 60,704,943 Total assets 92,379,934 45,996,878 138,376,812 Lia6ilities: Accounts payable 593,907 272,058 865,965 Contracts payable 347,174 152,633 499,807 Due to other governments 73,309 58,420 131,729 Deposits payable 264,110 264,110 Accrued salaries and wages 262,271 36,474 298,745 Accrued interest payable 517,827 517,827 Unearned revenue 6,857 136,886 143,�43 Liabilities payable from restricted assets: Deposits payable 88,200 88,200 Compensated absences payable: Due within one year 919,113 919,113 Health insurance liability: Due in more than one year 2,093,307 2,093,307 Bonds payable: Due within one year 2,875,000 2,875,000 Due in more than one year 26,490,000 26,490,000 Totalliabilities 34,266,965 920,581 35,I87,546 Net assets: Invested in capital assets, net of related debt 21,992,263 37,988,441 59,980,704 Restricted for: Debt service 6,050,271 6,050,271 Tax increment purposes 23,276,657 23,276,657 Unrestricted 6,793,778 7,087,856 13,881,634 Total net assets 58,112,969 45,076,297 103,189,266 The accompanying notes are an integral part of these financial statements. 21 CITY OF BROOKLYN CENTER, MINNESOTA STATEMENT OF ACTIVITIES i For the Year Ended December 31, 2005 f� i Charges For Functions/Pro�rams Expenses Services I Primary govemment: Government activities: General government 2,970,364 297,51 Public safety 7,848,160 1,026,736 Public works 3,856,992 9,661 Community services 86,043 Parks and recreation 2,305,04'7 681,851 Economic development 1,217,294 35,933 Interest on long-term debt 1,349,852 Total government activities 19,633,752 2,051,692 Business-type activities: Municipai liquor 978,743 1,099,172 Golf course 273,024 256,276 Earle Brown Heritage Center 2,262,359 1,857,461 Recycling and refuse 254,661 235,160 Street light utility 213,094 214,669 Water utility 1,795,759 1,825,521 Sanitary sewer 2,808,644 2,966,222 Storm drainage 1,102,672 1,298,690 Total business-rype activities 9,688,956 9,753,171 Total primary government 29,322,708 11,804,863 i The accomparrying notes are an integral part of these financial statements. 22 i Statement 2 Net (Expense) Revenue and Program Revenues Changes in Net Assets Operating Capital Primary Government Grants and Grants and Governmental Business-Type Contributions Contributions Activities Activities Total 60,000 (2,612,853) (2,612,853) 611,886 (6,209,538) (6,209,538) 90,000 2,328,345 (1,428,986) (1,428,986) (86,043) (86,043) 79,827 10,000 (1,533,369) (1,533,369) 13,920 (1,167,441) (1,167,44 (1,349,852} (1,349,852) 795,633 2,398,345 (14,388,082) (]4,388,082) 120,429 120,429 (16,748) (16,748) (404,898) (404,898) (19,501) (19,501) 1,575 1,575 29,762 29,762 157,578 157,578 196,018 196,018 64,215 64,215 795,633 2,398,345 (14,388,082) 64,215 (14,323,867) General revenues: Property taaces 11,288,883 11,288,883 Tax increments 4,216,246 4,216,246 Franchise fees 662,614 662,614 Lodging taxes 710,619 710,619 Grants and contributions not restricted to specific programs 577,548 577,548 Unrestricted investment earnings 1,272,409 199,876 1,472,285 Gain on disposal of capital asset 31,880 31,880 Transfers (1,545,893) 1,545,893 Tota) general revenues and transfers 17,214,306 1,745,769 18,960,075 Change in net assets 2,826,224 1,809,984 4,636,208 Net assets beginning 55,286,745 43,266,313 98,553,058 Net assets ending 58,112,969 45,076,297 103,189,266 23 i 1 i i l I 4 i t This page has been /eft b/ank intentiona//y. I 3 24 i FUND FINANCIAL STATEMENTS 25 CITY OF BROOKLYN CENTER, MINNESOTA BALANCESHEET GOVERNMENTAL FUNDS December 31, 2005 Earle Brown TIF Assets General District Cash and investments 7,677,491 441,729 Receivables: Accounts 56,120 Cunent taxes 24, l 71 1,403 Delinquent taxes 183,715 9,989 Special assessments Due from other funds Due from other governments 32,185 Interfund receivable Prepaid expenses 11,080 Advances to other funds Restr'scted assets: Cash and investments performance deposits 88,200 Total assets 8,072,962 453,12] i Liabilities and Fund Balances Liabilities: Accounts payable 249,395 Contracts payable Due to other funds 1,211,846 Due to other governments 1,345 Interfund payable Accrued salaries and wages 248,500 1 g8 Deferred revenue 190,571 9,989 Liabilities payable from restricted assets: Deposits payable 88,200 Total I iabilities 778,011 ,222,023 Fund balances: Reserved: Prepaid items 11,080 Loan receivable Debt service Committed contracts Unreserved: Designated, reported in: General Fund 7,283,871 Special Revenue Funds Capital Project Funds Undesignated, reported in: Special Revenue Funds (768,902) I Capital Project Funds Total fund balances 7,294,951 (768,902) Total liabilities and fund balances 8,072,962 453,121 Amounts reported for governmental activities in the statement of net assets are different because: Capital assets used in governmental activities are not financial resources, and therefore, are not reported in the funds. Other long-term assets are not available to pay for current-period expenditures and, therefore, are deferred in the funds. Long-term liabilities, including bonds payable, aze not due and payable in the current period and therefore are not reported in the Internal service funds are used by management to charge the cost of certain activities to individual funds. The assets and liabilities Net assets of governmental activities The accompanying notes are an integral part of these financial statements. 26 i I Statement 3 TIF Special Other District Assessment Infrastructure Nonmajor Total No.3 Bonds Construction Governmental Governmental 22,628,114 3,026,364 6,651,548 40,425,246 4,594 205,147 265,861 8, 775 311 3,162 37,822 266,159 13,671 30,463 503,997 2,385,905 808,900 3,194, 805 1,211,846 69,502 5,837 1,287,185 137,015 169,200 482,611 482,611 11,080 800,000 800,000 88,200 Z4,114,894 5,495,753 813,494 8,315,783 47,266,007 116,060 69,723 123,955 559, I 33 270,408 76,766 347,174 42,657 1,254,503 67,447 4,517 73,309 482,611 482,611 290 2,991 4,465 256,434 266,159 2,391,376 844,229 30,463 3,732,787 88,200 449,956 2,391,376 1,712,619 240,166 6,794,151 11,080 800,000 800,000 3,104,377 1,054,230 4,15 8,607 192,211 l 92,21 l 7,283,871 14,904,741 1,597,862 16,502,603 4,324,156 4,324,156 8,760,197 299,369 8,290,664 (1,091,336) (1,091,336) 23,664,93 8 3,104,377 (899,125) 8,075,617 40,471, 856 24,114,894 5,495,753 813,494 8,315,783 3'7,277,601 3,725,930 funds. (29,882,827) are inciuded in the governmental statement of net assets. 6,520,409 58,112,969 27 CITY OF BROOKLYN CENTER, MINNESOTA STATEMENT OF REVENLTES, EXPENDI'TURES, AND CHANGES IN FUND BALANCES RNMENTAL FUNDS GOVE For the Year Ended December 31, 2005 Earle Brown 'I'IF General District Revenues: Property taxes 10,418,177 Tax increments 845,868 Franchise fees Lodging taxes 710,619 Special assessments Licenses and permits 675,530 Intergovernmental 1,135,644 Charges for services 721,054 Fines and forfeits 253,748 Investment earnings (net of market value adjustment) 151,612 17,093 Miscellaneous 43,3'I4 Total revenues 14,109,758 862,961 Expenditures: Current: General government 2,586,993 Public safety 6,858,812 Public works 1,630,972 Community services 86,043 Parks and recreation 2,059,283 Economic development 337,575 42,496 Nondepartmental 315,355 Administrative services reimbursement (754,085) Capital outlay: General government 6,008 Public safety 35,600 Public works 15,123 Parks and recreation 2,851 Economic development Debt service: Principal retirement Interest Fiscal agent fees Total expenditures 13,180,530 42,496 Revenues over (under) expenditures 929,228 820,465 Other financing sources (uses): Transfers in 21,274 269,127 Transfers out (625,000) Refunded bonds redeemed Total other financing sources (uses) (603,726) 269,127 Net increase (decrease) in fund balances 325,502 1,089,592 Fund balances January 1 6,969,449 (1,858,494) Fund balances December 31 7,294,951 (768,902) The accompanying notes are an integral part of these f nancial statements. 28 Statement 4 TIF Special Other District Assessment Infrastructure Nonmajor Total No.3 Bonds Construction Governmental Govemmental 186,678 1,036,322 11,641,177 3,576,209 258,611 4,680,688 662,614 662,614 710,619 871,879 354,776 1,226,655 675,530 73,473 1,308,914 2,518,031 24,040 9,481 754,575 253,748 591,169 66,457 3,314 248,789 1,078,434 11,303 3,084 370,078 427,839 4,178,681 1,125,014 458,687 3,894,809 24,629,910 2,586,993 155,716 7,014,528 192,155 374,000 2,197,127 86,043 61,847 2,121,130 1,462,906 233,046 2,076,023 315,355 (754,085) 610,484 616,492 2,951 38,551 1,642,244 2,544,847 4,202,214 2,851 3,475,808 3,475,808 990,000 1,782, l 89 2,772,189 197,760 1,016,991 1,214,751 19,525 1,108 3,125 23,758 4,938,714 1,207,285 1,835,507 6,785,196 27,989,728 (760,033) (82,271) (1,376,820) (2,890,387) (3,359,818) 2,521,392 2,811,793 (1,446,701) (548,092) (2,619,793) (7,280,000) (7,280,000) (1,446,701) (5,306,700) (7,088,000) (2,206,734) (82,271} (1,376,820) (8,197,087) (10,447,818) 25,871,672 3,186,648 477,695 16,272,704 50,919,674 23,664,938 3,104,377 (899,125) 8,075,617 40,471,856 29 i I I I This page has been /eft b/ank intentiona/ly, j 30 I CITY OF BROOKLYN CENTER, MINNESOTA RECONCILIATION OF TI-iE STATEMENT OP REVENLTES, Statement 5 EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO TI� STATEMENT OF ACTIVITIES For the Year Ended December 31, 2005 Amounts reported for governmental activities in the statement of activities are different because: Net changes in fund balances total governmental funds (Statement 4) (10,447,818) Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which capital outlays exceeded depreciation in the current period. 4,737,637 Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. (849,896) The issuance of long-term debt (e.g., bonds, leases) provides current financial resources to governmental funds, while the repayment of the principal of long-term debt consumes the current financial resources of governmental funds. Neither transaction, however, has any effect on net assets. This amount is the net effect of these differences in the treatment of long-term debt and related items. 9,815,000 Intemal service funds are used by management to charge the cost of certain activities to individual funds. This amount is net revenue attributable to governmental activities. (317,356) Accrued interest reported in the statement of activities does not require the use of current financial resources and, therefore, is not reported as expenditures in governmental funds. (111,343) Chan e in net assets of ovemmental activities Statement 2 2,826,224 g g I The accomparrying notes are an integral part of these financial statements. 31 i CITY OF BROOKLYN CENTER, MINNESOTA I STATEMENT OF NET ASSETS r PROPRIETARY FUNDS December 31, 2005 i Major Municipal Golf Earle Brown Liquor Course Heritage Center Assets Current assets: Cash and cash equivalents 720,417 46,249 1,061,898 Accounts receivable net 7,780 170,781 Special assessments receivable Due from other governments 14,933 i Prepaid items 20,594 3,989 Inventories at cost 554,300 1,788 24,398 Total current assets 1,303,091 48,037 1,275,999 Noncurrent assets: Capital assets: Land 1,390,402 1,493,300 Land improvements 40,258 327,830 Buildings and structures 192,771 487,946 11,091,389 Machinery and equipment 111,167 11,160 154,627 Mains and lines Construction in progress Total capital assets 303,938 1,929,766 13,067,146 Less: Allowance for depreciation (176,583) (212,704) (5,209,716) Net capital assets 127,355 1,717,062 7,857,430 Total assets 1,430,446 1,765,099 9,133,429 Liabilities Current liabilities: Accounts payable 159,109 137 54,907 Contracts payable 103,276 Due to other funds Due to other governments 45,303 6 12,474 Deposits payable 261,210 Accrued salaries payable 9,551 1,393 14,20] Deferred revenue 320 1,600 Advances from other funds 800,000 Compensated absences payable Total current liabilities 214,283 801,536 447,668 Noncurrent liabilities: Accrued health insurance liability Totalliabilities 214,283 801,536 44�,668 Net assets Invested in capital assets, net of related debt 127,355 1,717,062 7,857,430 Unrestricted 1,088,808 (753,499) 828,331 Total net assets 1,216,163 963,563 8,685,761 Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds Net assets of business-type activities r The accompanying notes are an integral part of these financial statements. 32 Statement 6 Business-Type Activities Governmental Enterprise Other Activities- Water Sanitary Storm Nonmajor Total Internal Total Utility Sewer Drainage Enterprise Enterprise Service Proprietary 1,718,178 1,597,283 1,060,877 106,004 6,310,906 7,440,499 13,751,405 321,502 728,036 282,687 107,791 1,618,577 8,991 1,627,568 321,384 2,604 270 324,258 324,258 14,933 14,933 500 129,546 154,629 154,629 17,356 597,842 31,435 629,277 2,378,920 2,457,469 1,343,834 213,795 9,021,145 7,480,925 16,502,070 23,093 3,389 287,158 3,197,342 3,197,342 368,088 368,088 3,365,558 2,623,691 17,761,355 17,761,355 128,668 179,130 584,752 5,909,532 6,494,284 14,347,148 13,006,107 12,421,310 39,774,565 39,774,565 828,358 508,587 773,345 2,110,290 2,110,290 18,692,825 16,320,904 13,481,813 63,796,392 5,909,532 69,705,924 (10,127,864) (7,497,451) (2,583,633) (25,807,951) (3,99'7,043) (29,804,994) 8,564,961 8,823,453 10,898,180 37,988,441 1,912,489 39,900,930 10,943,881 11,280,922 12,242,014 213,795 47,009,586 9,393,414 56,403,000 21,691 4,434 7,125 24,655 272,058 34,774 306,832 23,591 25,766 152,633 152,633 26,845 5,837 32,682 32,682 637 58,420 58,420 2,900 264,110 264,110 7,548 2,542 1,239 36,474 5,837 42,3] l 134,966 136,886 136,886 800,000 800,000 919,113 919,113 218,178 38,579 8,364 24,655 1,753,263 959,724 2,712,987 2,093,307 2,093,307 218,178 38,579 8,364 24,655 1,753,263 3,053,031 4,806,294 8,564,961 8,823,453 10,898,180 37,988,441 1,912,489 39,900,930 2 160 742 2 418 890 1 335 470 189,140 7,267,882 4,427,894 11,695,776 1U,725,703 11,242,343 12,233,650 189,140 45,256,323 6,340,383 51,596,706 (180,026) 45,076,297 33 CITY OF BROOKLYN CENTER, MINNESOTA STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS PROPRIETARY FUNDS For the Year Ended December 31, 2005 Major Municipal Golf Earle Brown Liquor Course Heritage Center Operating revenues: Sales and user fees 4,610,091 256,268 3,717,131 Cost of sales 3,518,185 1,864,620 Total operating revenues 1,091,906 256,268 1,852,Sll Operating expenses: Personal services 457,170 127,010 813,074 Supplies 14,286 18,069 121,420 Other services 150,665 68,297 380,724 Insurance 9,796 6,836 34,325 Utilities 32,812 14,591 193,049 Rent 235,174 119,325 Depreciation 34,221 27,888 568,264 Total operating expenses 934,124 262,691 2,230,181 Operating income (loss) 157,782 (6,423) (377,670) Nonoperating revenues (expenses): Investment eamings 17,892 2,433 30,195 Special assessments Gain (loss) on sale of capital asset Other revenue 7,266 8 4,950 Interest and fiscal agent fees Total nonoperating revenues (expenses) 25,158 2,441 35,145 Income (loss) before contributions and transfers 182,940 (3,982) (342,525) Contributions and Transfers: Capital Contributions 109,083 Transfer to Capital Project Funds (125,000) (67,000) Change in net assets 57,940 (3,982) (300,442) Net assets January 1 1,158,223 967,545 8,986,203 Net assets December 31 1,216,163 963,563 8,685,761 The accompanying notes are an integral part of these financial statements. 34 Statement 7 Business-Type Activities Governmental Enterprise Other Activities- Water Sanitary Storm Nonmajor Total Interna] Total Utility Sewer Drainage Enterprise Enterprise Service Proprieta.ry 1,636,097 2,965,539 1,293,841 449,829 14,928,796 1,171,447 16,100,243 5,382,805 5,382,805 1,636,097 2,965,539 1,293,841 449,829 9,545,991 1,171,447 I0,7I7,438 375,754 140,190 55,863 1,969,061 898,273 2,867,334 154,942 13,693 6,655 515 329,580 326,618 656,198 490,494 2,141,067 496,604 314,903 4,042,754 111,120 4,153,874 9,930 4,803 1,336 2,790 69,816 40,954 110,770 126,089 27,807 149,547 543,895 2,675 546,570 354,499 354,499 588,503 473,820 526,142 2,218,838 494,270 2,713,108 1,745,712 2,801,380 1,086,600 467,755 9,528,443 1,873,910 11,402,353 (109,615) 164,159 207,241 (17,926) 17,548 (702,463) (684,915) 46,071 56,825 42,626 3,834 199,876 193,975 393,851 189,306 683 4,849 194,838 194,838 31,880 31,880 118 12,342 5,224 17,566 (6,485) (6,485) (6,485) 235,495 57,508 40,990 3,834 400,571 231,079 631,650 125,880 221,667 248,231 (14,092) 418,119 (471,384) (53,265) 631,440 555,614 441,756 1,737,893 1,737,893 (192,000) (192,000) 757,320 777,281 689,987 (14,092) 1,964,012 (471,384) 1,492,628 9,968,383 10,465,062 11,543,663 203,232 43,292,311 6,811,767 50,104,078 10,725,703 11,242,343 12,233,650 189,140 45,256,323 6,340,383 51,596,706 35 CITY OF BROOKLYN CENTER, MINNESOTA STATEMENT OF CASH FLOWS PROPRIETARY FUNDS For the Year Ended December 31, 2005 Major Municipal Golf Earie Brown Liquor Course Heritage Center Cash flows from operating activities: Receipts from customers and users 4,610,476 256,268 3,858,202 Receipts from interfund services provided Payments to suppliers (3,912,865) (108,682) (2,750,685) Payments to employees (455,373) (126,548) (810,497) Miscellaneous revenue 7,266 8 4,950 Net cash flows from operating activities 249,504 21,046 301,970 Cash flows from noncapital financing activities: Principal repayments on advance (50,000) Transfers out (125,000) (67,000) Special assessments Interfund payable Net cash flows from noncapital financing activities (125,000) (50,000) (67,000) Cash flows from capital and related financing activities: Acquisition and construction of capital assets Principal paid on revenue bonds Interest paid on revenue bonds Proceeds from sale of assets Net cash flows from capital and related financial activities Cash flows from investing activities: Interest on investments 17,892 2,433 30,195 Net increase (decrease) in cash and cash equivalents 142,396 (26,521) 265,165 Cash and cash equivalents January 1 578,021 72,770 796,733 Cash and cash equivalents December 31 720,417 46,249 1,061,898 Reconciliation of operating income to net cash provided (used) by operating activities: Operating income (loss) 157,782 (6,423) (377,670) Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Depreciation 34,221 27,888 568,264 Changes in assets and liabilities: Decrease (increase) in receivables 210 89,601 Decrease (increase) in inventories (1,611) (73) 10,39] Decrease (increase) in prepaid expenses 204 7,969 Increase (decrease) in payables 49,460 (816) (107,388) Increase (decrease) in accrued expenses 1,797 462 2,577 Increase (decrease) in deferred revenue 175 103,276 Other nonoperating income 7,266 8 4,950 Total adjustments 91,722 27,469 679,640 Net cash provided by operating activities 249,504 21,046 301,970 i The accomparrying notes are an integral part of these financial statements. 36 f Statement 8 Business-Type Activities Governmental Enterprise Other Activities- Water Sanitary Storm Nonmajor Total Internal Total Utility Sewer Drainage Enterprise Enterprise Service Proprietary 1,664,068 2,888,775 1,272,930 440,047 14,990,766 14,990,766 1,177,784 1,177,784 (742,067) (2,175,693) (507,169) (455,834) (10,652,995) (502,855) (11,155,850) (374,148) (139,582) (54,624) (1,960,772) (292,713} (2,253,485) 118 12,342 5,224 17,566 547,971 573,500 711,137 (15,787) 2,389,341 387,440 2,776,781 (50,000) (50,000) �i92,000� (i92,000� 137,495 943 8,597 14�,035 147,035 26,845 5,837 32,682 32,682 164,340 6,780 8,597 (62,283) (62,283) (828,358) (508,588) (773,344) (2,110,290) (378,917) (2,489,207) (230,000) (230,000) (230,000) (6,485) (6,485) (6,485) 47,345 47,345 (828,358) (508,588) (1,009,829) (2,346,775) (331,572) (2,678,347) 46,071 56,825 42,626 3,834 199,876 193,975 393,851 (69,976) 128,517 (247,469) (11,953) 180,159 249,843 430,002 1,788,154 1,468,766 1,308,346 117,957 6,130,747 7,190,656 13,321,403 1,718,178 1,597,283 1,060,877 106,004 6,310,906 7,440,499 13,751,405 (109,615) 164,159 207,241 (17,926) 17,548 (702,463) (684,915) 588,503 473,820 526,142 2,218,838 494,270 2,713,108 24,221 (76,764) (20,911) (9,781) 6,576 2,896 9,472 10,492 19,199 (3,315) 15,884 (2,337) 5,836 5,836 31,796 14,014 (2,574) 11,920 (3,588) (18,173) (21,761) 1,606 608 1,239 8,289 609,001 617,290 850 104,301 104,301 118 12,342 5,224 17,566 657,586 409,341 503,896 2,139 2,371,793 1,089,903 3,461,696 547,971 573,500 711,137 (15,787) 2,389,341 387,440 2,776,781 37 i f I This page has been left b/ank intentiona/ly. 7 38 i CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Brooklyn Center, Minnesota (the City) was formed and operates pursuant to applicable Minnesota laws and statutes. The governing body consists of a mayor and four City Council members elected at-]arge to serve four-year staggered terms. A. FINANCIAL REPORTING ENTITY As required by accounting principles generally accepted in the United States of America, the City's financial statements include all funds and departments of the City and the City's component units. The component units discussed below are included in the City's reporting entity because of the significance of their operational or financial relationship with the City. BLENDED COMPONENT iJNITS Blended component units, although legally separate, are in substance, part of the government's operations; data from these units are combined with data of the primary government. These additional units are the Economic Development AuthoriTy (EDA) and the Housing and Redevelopment Authority (HRA) in and for the City of Brooklyn Center. The governing board for each Authority is the City Council. The Council reviews and approves the HRA tax levy and the City provides major community development financing for EDA and HRA activities. Debts issued for EDA and HRA activities are City general obligations. Although the EDA and HRA aze legally separate from the City, they are reported as part of the City because the governing boards are the same. Complete financial statements for the EDA and HRA may be obtained at the City offices located at 6301 Shingle Creek Parkway, Brooklyn Center, Minnesota 55430 JOINT VENTURES AND JOINTLY GOVERNED ORGAIVIZATIONS The City has severa( agreements with other entities that provide reduced costs, better service, and additional benefits to the participants. The programs in which the City participates are listed below and amounts recorded within the current year's financial statements are disclosed. Local Government Information Svstems Association (LOGISI This consortium of approximately 30 government entities provides computerized data processing and support services to its members. LOGIS is legally separate; the City does not appoint a voting majority of its board, and the Consortium is fiscally independent of the City. The total amount recorded within the 2005 financial statements of the City is $543,601 for general services and application upgrades provided. Costs were allocated to the various funds based on applications andlor use of services. Complete financial statements for LOGIS may be obtained at the LOGIS offices located at 5750 Duluth Street, Golden Valley, Minnesota 55422. 39 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 i I LOGIS Insurance Groun This group provides cooperative purchasing of health and life insurance benefits for approximately 45 governmental entities. The total of 2005 health and life insurance costs paid by J the City was $870,546. Complete financial statements may be obtained from Stanton Group located at 3405 Annapolis Lane, Plymouth, Minnesota 55447. OTHER The Brooklvn Center Fire Denartment Relief Association (the Association) The Association is organized as a nonprofit organization, legally separate from the City, by its members to provide pension and other benefits to members in accordance with Minnesota i Statutes. Its board of directors is elected by the membership of the Association and not by the i City Council. The Association issues its own set of financial statements. All funding is conducted in accordance with applicable Minnesota Statutes, whereby state aids flow to the Association, tax levies are determined by the Association and are only reviewed by the City. The Association pays benefits directly to its members. The Association may certify tax levies to Hennepin County directly if the City does not carry out this function. Because the Association is fiscally independent of the City, the financial information of the Association has not been included within the City's financial statements. (See Note 15b for disclosures relating to the pension plan operated by the Association.) The City's portion of the costs of the Association's pension benefits is included in the General Fund under public safety. Complete financial staxements for the Association may be obtained at the City offices located at 6301 Shingle Creek Parkway, Brooklyn Center, Minnesota 55430. B. GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS The government-wide financial statements (i.e., the statement of net assets and the statement of changes in net assets) report information on all of the nonfiduciary activities of the primary government and its component units. For the most part, the effect of interfund activity has been R removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-rype activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or business-type activity are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or business-type activiTy. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or business-type activity and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or business type activity. Taxes and other items not included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds and proprietary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. i 40 i CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 C. MEASUREMENT FOCUS, BASIS OF ACCOUNTING, AND FINANCIAL STATEMENT PRESENTATION The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the Proprietary Fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property ta�ces are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the government considers all revenues, except reimbursement grants, to be available if they are collected within 60 days of the end of the current fiscal period. Reimbursement grants are considered available if they axe collected within one year of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Property ta�ces, special assessments, intergovernmental revenues, charges for services and interest associated with the current fiscal period are all considered to be susceptible to accrual and so have been recognized as revenues of the current f scal period. Only the portion of special assessments receivable due within the current fiscal period is considered to be susceptible to accrual as revenue of the current period. Ail other revenue items are considered to be measurable and available only when cash is received by the government. The government reports the following major governmental funds: The General Fund is the government's primary operating fund. It accounts for all financial resources of the general govemment, except those required to be accounted for in another fund. The Earle Brown TIF District Special Revenue Fund has the authority to collect tax increments which are used for the historic restoration of the Earle Brown Farm and for debt service payments of bonds which were issued for the same purpose. The TIF District No. 3 Special Revenue Fund has the authority to collect tax increments which are used for various redevelopment projects within the City and for debt service payments of bonds which were issued for the same purpose. The Special Assessment Bonds Debt Service Fund is used to account for the accumulation of resources for the payment of special assessment bonds. These bonds were sold to finance certain public improvements such as residential streets and storm sewers or the provision of services which are to be paid for wholly or in part from special assessments levied against benefited property. 41 i I CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 i The Infrastructure Construction Capital Projects Fund was established to account for the resources and expenditures required for the acquisition and construction of capital facilities or improvements financed wholly or in part by special assessments levied against benefited �i properties. The government reports the following major proprietary funds: i The Municipal Liguor Fund accounts for the operations of the City's municipal off-sale liquor stores. The Golf Course Fund accounts for operations of Centerbrook Golf Course, a 9 hole I executive golf course owned by the City. The Earle Brown Heritage Center Fund accounts for the operation of a convention center. The Earle Brown Heritage Center is a pioneer farmstead that has been historically preserved and restored as a modern multipurpose facility. Its convention center can host conferences, trade shows, and concerts seating 1,000 people in either banquet or theater style. The facility hosts many meetings, parties, weddings and receptions. The Water Utility Fund accounts for the pumping, treatment and distribution of water to customers. Administration, wells, water storage, and distribution are included. 1 The Sanitary Sewer Fund accounts for the collection and pumping of sanitary sewage through a system of sewer tines and lift stations. Sewage is treated by the Metropolitan Council Environmental Services whose fees represent about 77% of this fund's expenses. The Storm Drainage Fund accounts for the collection and treatment of surface runoff water not requiring sanitary wastewater treatment. It incorporates not only the storm sewer collection system, but also structures such as holding ponds and facilities to improve water quality. Fees are based upon the quantity of water running off a properiy and vary with both size and absorption characteristics of the pazcel. Private-sector standards of accounting and financial reporting issued prior to December 1, 1989, generally are followed in both the government-wide and proprietary-fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. Govemments also have the option of following subsequent private- sector guidance for their business-type activities and enterprise funds, subject to this same limitation. The govemment has elected not to follow subsequent private -sector guidance. As a general rule the effect of interfund activity has been eliminated from the government-wide financial statements. Exceptions to this general rule are transactions that would be treated as revenues, expenditures or expenses if they involved external organizations, such as buying goods and services or payments in lieu of taxes, aze similarly treated when they involve other funds of the City of Brooklyn Center. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. j 42 i CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Additionally, the government reports the following fund type: Internal Service Funafs account for compensated absences, health care insurance benefits and central garage services provided to other departments of the City on a cost reimbursement basis. Amounts reported as program revenues include 1) charges to customers or applicants for goods, services, or privileges provided, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. The principal operating revenues of the municipal liquor, golf course, Earl Brown Heritage Center, water utility, sanitary sewer, storm drainage and street light enterprise funds are charges to customers for sales and services. Operating expenses for enterprise funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. When both restricted and unrestricted resources are available for an allowable use, it is the government's policy to use restricted resources first, then unrestricted resources as they are needed. D. BUDGETS The City Charter grants the City Council full authority over the financial affairs of the City. The City Manager is charged with the responsibility of preparing the estimates of the annual budget and the enforcement of the provisions of the budget as specified in the City Charter. Upon adoption of the annual budget resolution by the Council, it becomes the formal appropriation budget for City operations. All budget adjustments must be approved by the Council. Budgets for the General and Special Revenue Funds are adopted on a basis consistent with accounting principles generally accepted in the United States of America. Budgeted expenditure appropriations lapse at year end. Encumbrance accounting, under which purchase orders, contracts, and other commitments for the expenditure of monies are recorded in order to reserve that portion of the appropriation, is not employed by the City because it is, at present, not considered necessary to assure effective budgetary control or to facilitate effective cash management. 43 I I i CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 S LEGAL COMPLIANCE BUDGETS. The City follows these procedures establishing the budgetary data reflected in the financial statements: 1. In August, the City Manager submits to the City Council proposed operating budgets for the fiscal year commencing the foilowing January. The operating budgets include expenditures and the means of financing them. 2. The County mails individual property tax notices showing the taaces that would result from the proposed budgets of all taxing units to each property owner in November. 3. Public hearings aze conducted to obtain taxpayer comments. 4. The budgets are legally enacted with the passage of resolutions by the City Council in the month of December. i 5. The City Council must authorize any transfer of budgeted amounts between departments within the General Fund. A transfer of budgeted amounts within individual departments must be authorized by the City Manager. 6. Supplemental appropriations during the year may only be made by the City Council. i These amounts must be financed by funds from a 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 or re-encumbered by City Council directive in the following fiscal year. 8. Formal budgetary integration is employed as a management control device during the year for all govemmental funds with the exception of Debt Service Funds and Capital Project Funds. Formal budgetary integration is not employed for Debt Service Funds because effective budgetary control is alternatively achieved through general obligation bond indenture provisions. Budgetary control for Capital Projects Funds is accomplished through the use of project controls and project-length budgets. 9. Budgets are adopted on a basis consistent with accounting principles generally accepted in the United States of America. Annual appropriated budgets axe adopted for all governmental funds except for the project-length Capital Projects Funds and Debt Service Funds. 10. Budgetary control is maintained at the department level for the General Fund and at the fund level for all other govemmental funds that adopt annual budgets. 11. Budgeted amounts are as originally adopted, or as amended by the City Council. Individual and aggregate amendments were not material in relation to the original appropriations. BUDGET VARIANCES For the year ended December 31, 2005 expenditures exceeded appropriations in the Earle Brown 5 526 809 Tax Increment District fund by 7,496, the Tax Increment District No. 3 fund by trict No. 4 nd b 5 243 the Tax Increment Dis the Housin and Redevelo ment Authorit fu g P Y Y fund b$ 233 242 and the Ci Initiatives Grant fund by 89,005. 1 Y h' 1 1 1 44 f CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 E. CASH AND INVESTMENTS Cash balances from all funds are combined and invested to the extent available in certificates of deposit, U.S. government securities and other securities authorized by State Statute. Investment income is allocated to the respective funds on the basis of applicable cash balance participation by each fund. Investments are stated at fair value, based upon quoted market prices as of the balance sheet date. Investment income is accrued at the balance sheet date. The City provides temporary advances to funds that have insufficient cash balances by means of an advance from another fund shown as interfund receivables in the advancing fund, and an interfund payable in the fund with the deficit, until adequate resources are received. These interfund balances are eliminated on the government-wide financial statements. For purposes of the statement of cash flows the City considers all highly liquid investments with a maturity of three months or less when purchased to be cash equivalents. All of the cash and investments allocated to the proprietary funds have original maturities of 90 days or less. Therefore the entire balance in the Proprietary Funds are considered cash equivalents. F. RECEIVABLES AND PAYABLES During the course of operations, numerous transactions occur between individual funds for goods provided or services rendered. Short-term interfund loans are classified as "interfund receivables/payables." All short-term interfund receivables and payables at December 31, 2005 are planned to be eliminated in 2006. Long-term interfund loans are classified as "interfund loan receivable/payable." Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as"internal balances." Property taxes and special assessments have been reported net of estimated uncollectible accounts. (See Note 1 G and I) Because utility bills are considered liens on properly, no estimated uncollectible amounts are established. Uncollectible amounts are not material for other receivables and have not been reported. G. PROPERTY TAX REVENUE RECOGNITION The City Council annually adopts a tax levy and certifies it to the County in December (]evylassessment date) of each yeaz for collection in the following year. The County is responsible for billing and collecting all property taxes for itself, the City, the local School District and other taxing authorities. Such taxes become a lien on January 1 and are recorded as receivables by the City at that date. Real properiy taxes are payable (by property owners) on May 15 and October 15 of each calendaz year. Personal properly taxes are payable by taxpayers on February 28 and June 30 of each year. These taxes are collected by the County and remitted to the City on or before July 7 and December 2 of the same year. Delinquent collections for November and December are received the following January. The City has no ability to enforce payment of property taxes by properiy owners. The County possesses this authority. i 45 I I CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS r December 31, 2005 j 1 GOVERNI��NT-WIDE FINANCIAL STATEMENTS, The City recognizes property tax revenue in the period for which the ta�ces were levied. Uncollectible property taxes are not material and have not been reported. GOVERNMENTAL FUND FINANCIAL STATEMENTS The City recognizes property tax revenue when it becomes both measurable and available to finance expenditures of the current period. In practice, cunent and delinquent taxes and State i credits received by the City in July, December and January are recognized as revenue for the current year. Taxes collected by the County by December 31 (remitted to the City the following January) are classified as current taxes receivable. The portions of delinquent taxes not collected by the City in January are classified as delinquent and fully offset by deferred revenue because they are not available to finance current expenditures. H. MARKET VALUE HOMESTEAD CREDIT Property taxes on residential, agricultural or resort homestead property (as defined by State Statutes) aze partially reduced by market value homestead credit (MVHC). This credit is paid to the City by the State in lieu of taxes levied against homestead property. The State remits this credit through installments each year. The credit is recognized as revenue by the City at the time of collection. The City has recorded this with property tax revenue. L SPECIAL ASSESSMENT REVENUE RECOGNITION `j Special assessments are levied against benefited properties for the cost or a portion of the cost of special assessment improvement projects in accordance with State Statutes. These assessments are collectible by the City over a term of years usually consistent with the term of the related bond issue. Collection of annual installments (including interest) is handled by the County Auditor in the same manner as property taxes. Property owners are allowed to (and often do) prepay assessments in full without interest or prepayment penalties. Once a special assessment roll is adopted, the amount attributed to each parcel is a lien upon that property until full payment is made or the amount is determined to be excessive by the City Council or court action. If special assessments aze allowed to go delinquent, the property is subject to tax forfeit sale. Proceeds of sales from ta�c forfeit properties are allocated first to the County's costs of administering all tax forfeit properties. Pursuant to State Statutes, a property shall be subject to a tax forfeit sale after three years unless it is homestead, agricultural or seasonal recreational land in which event the property is subject to such sale after five years. GOVERNMENT-WIDE FINANCIAL STATEMENTS The City recognizes special assessment revenue in the period that the assessment roll was adopted by the City Council. Uncollectible special assessments are not material and have not been reported. i 46 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 GOVERNMENTAL FUND FINANCIAL STATEMENTS Revenue from special assessments is recognized by the City when it becomes measurable and available to finance expenditures of the current fiscal period. In practice, current and delinquent special assessments received by the City are recognized as revenue for the current year. Special assessments that are collected by the County by December 31 (remitted to the City the following January) are also recognized as revenue for the current year. All remaining delinquent, deferred and special deferred assessments receivable in governmental funds are completely offset by deferred revenues. J. INVENTORIES GOVERNMENTAL FUNDS The primary government does not maintain material amounts of inventory within the governmenta.l funds. Inventories of governmental funds are recorded as expenditures when purchased rather than when consumed. PROPRIETARY FUNDS Inventories in the proprietary funds are valued at cost, using the weighted average method in the Municipal Liquor Fund and the first-in/first-out (FIFO) method in the other proprietary funds. The costs of supplies are recorded as expenditures when purchased. K. PREPAID ITEMS Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government-wide and fund financial statements. L. CAPITAL ASSETS Capital assets, which include property, plant, equipment and infrastructure assets (e.g., roads, bridges, sidewalks, and similar items), are reported in the applicable governmental or business- type activities columns in the government-wide financial statements. Capital assets are defined by the government as assets with an initial, individual cost as shown below and an estimated useful life in excess of one year. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market value at the date of donation. Infi�s�vch�e 250,000 Buildings and Building Impmve�rns 50,000 Land Improvements 25,000 Fieavy �Q�p�rn 25,0� Fumihae and furnishings 10,000 Motorized vehicles 10,000 T�hnology ec{uipment 10,000 47 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 i E The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend assets lives are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest incurred during the construction phase of capital assets of business-type activities is inctuded as part of the capitalized value of the assets constructed. For the yeaz ended December 31, 2005 no interest was capitalized in connection with construction in progress. Property, plant and equipment of the primary government, as well as the component units, is depreciated using the straight line method over the following estimated useful lives: Paved streets 25 years Water and sevver mains and lines Y�'s Buildings and structures Y� I Water wells and storage tanks 25 Y�s Sewer lift stations 25 Yeaz's Machinery and equipmern 3-15 years Deparhr�ntal equipmern 3 -10 years M. COMPENSATED ABS ENCES It is the City's policy to permit employees to accumulate earned but unused vacation and sick pay benefits. All vacation pay is accrued in the internal service fund financial statements. A liability for these amounts is reported in governmental funds only if they have matured, for exaanple, as a result of employee resignations and retirements. In accordance with the provisions of Statement of Government Accounting Standards No. 16, Accounting for Compensated Absences, liability is recognized for that portion of accumulating sick leave benefits that is vested, or expected to vest, as severance pay. N. LONG-TERM OBLIGATIONS In the government-wide financial statements and proprietary fund types in the fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable govemmental activities, business-type activities, or proprietary fund type statement of net assets. Bond premiums and discounts, as well as issuance costs, are immaterial and are expensed in the year of bond issuance. In the fund financial statements, govemmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported i as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. 48 OKLYN CENTER MINNESOTA CITY OF BRO NOTES TO FINANCIAL STATEMENTS December 31, 2005 O. FUND EQUITY In the fund financial statements, governmental funds report reservations of fund balance for amounts not appropriable for expenditure or legally segregated for a specific future use. Designated fund balances represent tentative plans for future use of financial resources. P. INTERFUND TRANSACTIONS Interfund services provided and used are accounted for as revenues and expenditures or expenses. initiall made Transactions that constitute reimbursements to a fund for expenditures/expenses y er fund are recorded as ex enditures/expenses in the from it that are properly applicable to anoth p reimbursing fund and as reductions of expenditures/expenses in the fund that is reimbursed. Interfund loans aze reported as an interfund loan receivable or payable which offsets the movement of cash between funds. All other interfund transactions are reported as transfers. Q. USE OF ESTIMATES The preparation of financial statements in accordance with generally accepted accounting principles (GAAP) requires management to make estimates that affect amounts reported in the financial statements during the reporting period. Actual results could differ from such estimates. Note 2 RECONCILIATION OF GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS, A. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL I FUND BALANCE SHEET AND THE GOVERNMENT-WIDE STATEMENT OF NET ASSETS The governmental fund balance sheet includes a reconciliation between fund balance total governmental funds and net assets governmental activities as reported in the government-wide statement of net assets. Elements of that reconciliation are detailed as follows: Bonds payable (29,365,000) Aacrued irrterest payable (517,82� Intemal service funds 6,520,409 Capital assets, net of depreciation 37,277,601 Addition of deferred revenues 3,725,930 Net change to net assets gover►unental fimds 17,641,113 49 I CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 B. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES AND THE GOVERNMENT-WIDE STATEMENT OF ACTIVITIES The governmental fund statement of revenues, expenditures, and changes in fund balances includes a reconciliation between net changes in fund balances total governmental funds and changes in net assets of governmental activities as reported in the government-wide statement of activities. One element of that reconciliation explains that "Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense:' The details of this 4,737,637 difference are as follows: Capital outlay 6,154,515 Depreciation e�ense (1,416,878) 4 Net adjustmern to increase net changes in fund balances total govemmental funds to arrive at changes in net assets of govemmea�tal activities 4,737,637 Another element of that reconciliation states that "Revenues in the Statement of Activities that do not provide current financial resources are not reported as revenues in the funds." The details of this ($849,896) difference are as follows: General property taxes deferred revenue: At December 31, 2004 (580,140) At December 31, 2005 227,849 Tax increment taxes deferred revenue: At December 31, 2004 (740,587) At December 31, 2005 276,148 Special assessments deferred revenue: At December 31, 2004 (3,218,741) At December 31, 2005 3,185,575 Other deferred revenues: At December 31, 2004 (36,360) At December 31, 2005 36,360 Net adjustments to decrease net changes in fund balances total governmental funds to arrive at changes in net assets of governmental activities (849,896) 50 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Another element of that reconciliation states that "the issuance of long-term debt (e.g., bonds, leases) provides current financial resources to governmental funds, while the repayment of principal of the long-term debt consumes the current financial resources of governmental funds." Neither transaction, however, has any effect on net assets. The details of this $9,815,000 difference are as follows: Principal repayrr�nts: General obligation debt 5,685,000 General improvement bonds 990,000 Tax incremecrt bonds 3,140,000 Net adjustment to increase net changes in fund balances total goverrunental funds to arrive at changes in net assets of govemmental activities 9,815,000 Note 3 DEPOSITS AND INVESTMENTS DEPOSITS In accordance with Minnesota Statutes, the City maintains deposits at only those depository banks authorized by the City Council. All such depositories are members of the Federal Reserve System. Minnesota Statutes require that all City deposits be protected by insurance, surety bond, or collateral. The market value of collateral pledged must equal 110% of tiie deposits not covered by insurance or bonds. Authorized collateral includes the legal investments described below, as well as certain first mortgage notes, and certain other state or local govemment obiigations. Minnesota Statutes require that securities pledged as collateral be held in safekeeping by the City Treasurer or in a financial institution other than that furnishing the collateral. At year-end, the City's carrying value amount of deposits was $437,400 composed of bank balances of $509,658. Ail balances were covered by federal depository insurance or by perfected collateral held by the City's agent in the City's name. 51 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 INVESTMENTS The City's investment policy authorizes the City to invest in the following: a) Securities that are direct obligations or are guaranteed or insured issues of the United States, its ress includin agencies, its instrumentalities, or organizations created by an act of cong g governmental bills, notes, bonds and other securities. I b) Commercial paper issued by U.S. corporations or their Canadian subsidiaries that is rated in the highest quality by at least two nationally recognized rating agencies and matures in 270 days or less. c) Time deposits that are fully insured by the Federal Deposit Insurance Corporation or bankers acceptances of U.S. banks. d) Repurchase agreements and reverse repurchase agreements with financial institutions identified by Minnesota Statutes Chapter 118A. e) Securities lending agreements with financial institutions identified by Minnesota Statutes Chapter 118A. fl Minnesota joint powers investment trusts with financial institutions identified by Minnesota Statutes Chapter 118A g) Money market mutual funds regulated by the Securities and Exchange Commission and whose portfolios consist only of short term securities permitted by Minnesota Statutes 118A. h) Bonds of the City of Brooklyn Center issued in prior years, may be redeemed at current market price, which may include a premium, prior to maturing using surplus funds of the debt service fund set up for that issue. 52 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 As of December 31, 2005, the City had the following investments and maturities: Investment Maturities (in Yeazs) Less Investment Tyne Fair Value than 1 1-5 Federal Home Loan Bank Notes 829,510 829,510 Federal National Mortgage Ass'n Notes 978,409 978 Extemal investrnent pool 4MFund 27,120,101 27,120,101 28,928,020 27,120,101 1,807,919 Total inveshnents 28,928,020 437,554 Money market funds 24,892,102 Petty cash and change 7,175 54,264,851 Reconciliation to Staiement ofNet Assets (Statemerrt 1): Cash, cash equivalents, and inveshr�ents 54,176,651 Resh cash and investments 88,200 Total cash and investments 54,264,851 Interest raxe risk The City's investment policy requires interest earnings remain stable and ent ortfolio f the investm ext bud et c cle and that at least 50 /o o P predictable through at least the n g y remain for two or more years with known interest rates. The policy also states that the portfolio shall remain sufficiently liquid to meet all operating requirements that may be reasonably expected. Credit risk At December 31, 2005, the City's investment in the FNMA and FHLB notes were all rated AAA by Moody's Investors Service. The City's external investment pool is with 4M which is regulated by Minnesota Statutes and the Board of Directors of the League if Minnesota Cities. The 4M fund is an unrated 2a7-like pool and the fair value of the position in the pool is the same as the value of the pool shares. Custodial credit risk The City's policy requires that securities purchased from any bank or dealer be placed with an independent third party for custodial safekeeping. All of the City's investments were held by Wells Fargo Institutional Trust, under contract with the City for safekeeping services. 53 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Note 4 RECEIVABLES Significant receivable balances not expected to be coilected witl�iu one year of December 31, 2005, are as follows: Major Funds Earle TIF Special Brown TIF District Assessment Infrastructure Water Sanitary Nonmajor General District No.3 Bonds Construction Utility Sewer Funds Total Delinquent property taxes 45,930 3,420 7,620 56,970 Delinquent tax increment 2,500 66,540 69,040 Special assessments 1,772,750 699,173 57,691 2,343 2,531,957 45,930 2,500 66,540 $1,776,170 699,173 57,691 2,343 7,620 $2,657,967 'I ed to be available to li uidate liabilities of I Governmental funds report deferred revenue in connection with receivables for revenues that are uot consider q the current period. Governmental funds also defer revenue recognition in connection with resources that have been received, but not yet earned. At the end of the current fiscal year, tl�e various components of deferred revenue and unearned revenue reported in tl�e governmental funds were as follows: CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Unavailable Uneamed Totals Delinquentproperty taxes receivable (Geueral Fund) 183,714 183,714 Delinquent property taxes receivable (Special Assessment Bonds) 13,671 13,671 Delinquent property taxes receivable (Nonmajor Funds) 30,463 30,463 Delinquent tax increment collections (Earl Brown TIF District) 9,989 9,989 Delinquent tax increment collections (TIF District No. 3) 266,159 266,159 Special assessments not yet due (Special Assessment Bonds) 2,377,705 2,377,705 Special assessments �iot yet due (Infrastructure Constructiou) 807,869 807,869 Fees received but unearned (General Fund) 6,857 6,857 Fees received but unearned (Infrastructure Construction) 36,360 36,360 N Total defemed/unearned revenue for governmental funds 3,725,930 6,857 3,732,787 The City has leased a portion of the police second floor expansion area to LOGIS as a backup computer facility. The lease has a tertn of six years, commencing on August 1, 2005. The lease calls for monthly lease payments based on the square-footage. Lease revenue for the year ended December 31, 2005, was 3,623. Future minimum lease payments are as follows: Year Amount 2005 8,694 2006 8,694 2007 8,694 2008 8,694 2009 8,694 2010 8,694 2011 5,072 �I 57,236 I i I I �I i i i CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Note 5 CAPITAL ASSETS i Capital asset activity for the year ended December 31, 2005 was as follows: Beginning Ending Primary Government Balance Increases Decrease Balance Govemmental activities: i Capital assets, not being depreciated: I Land 3,203,904 3,203,904 Construction in progress 3,731,004 7,931,682 (3,700,634) 7,962,052 Total capital assets, not being depreciated 6,934,908 7,931,682 (3,700,634) 11,165,956 Capital assets, being depreciated: Buildings and irnprovements 18,693,898 18,693,898 Park improvemenu 2,938,441 172,890 3,111,331 Departmental equipment 6,203,247 394,040 (277,193) 6,320,094 I Streets 20,288,025 1,735,454 22,023,479 Total capital assets, being depreciated 48,123,611 2,302,384 (277 50,148,802 Less accumulated depreciation for: Buildings and improvements 5,312,891 654,845 5,967,736 Parkimprovements 1,879,467 ]1b,414 ],995,881 Departmental equipment 3,998,393 523,072 (261,728) 4,259,737 Streets 9,284,497 616,817 9,901,314 Total accumulated depreciation 20,475,248 1,911,148 (261,728) 22,124,668 Total capital assets being depreciated net 27,648,363 391,236 (15,465) 28,024,134 Govemmental activities capital assets net 34,583,271 8,322,918 $(3,716,099) 39,190,090 Beginning Ending Primary Government Balance Increases Decrease Balance Business-type activities: i Capital assets, not being depreciated: Land 3,197,342 3 Construction in progress 2,110,290 2,110,290 Total capital assets, not being depreciated 3,197,342 2,110,290 5,307,632 Capital assets, being depreciated: Land improvements 368,088 368,088 Buildings and improvements 17,761,355 17,761,355 Department equipment 475,668 109,083 584,751 Mains and lines 38,145,754 1,628,811 39,774,565 Total capital assets, being depreciated 56,750,865 1,737,894 58,488,759 Less accumulated depreciation for: Land improvemenu 80,796 14,355 95,151 Buildings and improvements 7,700,965 842,338 8,543,303 Department equipment 328,409 38,525 366,934 Mains and lines 15,478,942 1,323,620 16,802,562 Total accumulated depreciation 23,589,112 2,218,838 25,807,950 Total capital assets being depreciated net 33,161,753 (48Q944) 32,680,809 Business-type activities capital assets net 36,359,095 1,629,34b 37,988,441 56 j I CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Depreciation expense was charged to functions/programs of the primary government as follows: Governmental activities: General govemment 82,g� Public safety 394,228 Public vvorks 684,704 Parks and recreation 255,082 Capital assets held by the govenunents intemal service funds are charged to the various functions based on theu usage of the assets 494,270 Total depreciation expense govem�ntal activities 1,911,148 Business-type activities: M�icipal liq�r fund 34,221 Golf course fund 27,888 Earle Brown Heritage Center Fund 568,264 Water utility fund 588,503 Sanitary sewer fund 473,820 Storm drainage fund 526,142 Total depreciation expense business-type activities 2,218,838 CONSTRUCTION COM1vIITMENTS At December 31, 2005 the City had construction project contracts in progress. The commitments related to remaining contract balances are summarized as follows: Contract Remaining Project Amount Commitment Shingle Creek Parkway 2,061,177 37,467 Lions Pazk South Neighborhood 2,579,511 15,171 Twin Lake Avenue Nei�borhood 989,987 139,573 3,569,498 192,211 Note 6 OPERATING LEASES The City leases space for its municipal liquor stores. The leases are both ten-year leases and began in 2000 and 2003. Both leases have options for a ten-year extension. The leases provide for a minimum monthly base rent payment, plus a pro-rata share of common area expenses. In addition, they requires additional lease payments if agreed-upon revenue thresholds are attained. These leases may be cancelied at the City's option if the City ceases liquor operations. Total rental expense under the lease agreements for the years 57 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 I ended December 31, 2005 and 2004 was $235,174 and $228,444, respectively. Future minimum rent payments under the current agreements are as follows: Total Year 1Vfinimum Ending Rents 2006 193,530 2007 193,530 2008 193,530 2009 193,530 2010 136,158 2011 93,360 2012 93,360 2013 93,360 1,190,358 i Note 7 LONG-TERM DEBT The City issues general obligation bonds and equipment certificates to provide funds for the acquisition and construction of major capital facilities. The reporting entity's long-term debt is segregated between the amounts to be repaid from governmental activities and amounts to be repaid from business-type activities. GOVERNMENTAL ACTNITIES As of December 31, 2005 the long-term debt of the financial reporting entity consisted of the following: Final Interest Maturity Original Payable Rates Date Date Issue 12/31/OS General Obligation Bonds: Refunding State-Aid Street Bonds 3.55%-4.00% 12/01/1998 04/Ol/2006 1,585,000 245,000 Police and Fire Building Refunding Bonds 2.00%-335% 12/Ol/2004 02/01/2013 5,045,040 5,045,000 Total General Obligation Bonds 6,63Q000 5,34Q000 G.O. Tax Increment Bonds: Taxable Tax Increment Refunding Bonds of 2004 2.25%-4.40% 12/01/2004 02lO1/2011 2,470,000 2,470,000 Taxab(e Tax Increment Bonds of 2004 4J5%-5.125% 12lO1/2004 02/Ol/2020 17,245,000 16,835,000 i Total G.O. Tax Increment Bonds 19,7 5,000 19,305,000 58 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Final Interest Maturity Original Payable Rates Date Date Issue 12131/OS G.O. Improvement Bonds: 1995 Street Improvement Bonds 4.00%-4.90% 11/Ol/1995 02/01/2006 780,000 90,000 996 Street lmprovement Bonds 4.15%-5.10% 11/O1/1995 02/O1/200'7 1,440,000 315,000 1997 Street Improvement Bonds 4.00%-4.65% 12/O1/1997 02/Ol/2008 1,075,000 300,000 1998 Street Improvement Bonds 3.40%-4.20% 12/Ol/1998 02/O1/2009 1,085,000 400,000 1999 Street Improvement Bonds 4.10%-5.00% 12/01/1999 02/01/2010 1,585,000 770,000 2000 Street Improvement Bonds 4.30%-4.95% 12/01/2000 02/Ol/2011 735,000 420,000 2001 Street Improvement Bonds 2.60%-4.40% 12/O1/2001 02/O1/2012 730,000 485,000 2003 Street Improvement Bonds 1.45%-4.D0% O1/O1/2003 02/Ol/2013 1,205,000 930,000 2004 Street Improvement Bonds 2.10°/a3.65% 12/O1/2004 02/O1/2015 1,010,000 1,010,000 Total G.O. Improvement Bonds 9,645,000 4,720,000 Total bonded indebtedness 35,990,000 29,365,000 Compensated absences payable 919,113 Total City indebtedness govemmental activities 35,940,000 30,284,113 Annual debt service requirements to maturity for long debt are as follows: General Obli�ation Bonds G.O. Tax Increment Bonds G.O. Improvement Bonds Year Ending Governmental Activities Govemmental Activities Governmenta! Activities December 31 Principal Interest Principal Interest Principa( Interest 2006 875,000 143,028 1,000,000 887,080 1,000,000 167,286 2007 590,000 124,689 1,050,000 847,237 900,000 129,316 2008 600,000 110,552 1,030,000 804,491 720 96,798 2009 610,000 93,903 1,095,000 759,214 615,000 70,407 2010 640,000 75,153 1,120,000 710,280 A95,000 47,977 2011 640,000 55,632 1,165,000 658,155 340,000 31,111 2012 685,000 34,581 800,000 612,213 270,000 19,234 2013 700,000 11,725 1,240,000 563,763 200,000 10,309 2014 1,305,000 503,319 40,000 4,928 2015 1,380,000 439,550 90,000 1,643 2016 1,450,000 372,338 2017 1,540,000 299,400 2018 1,610,000 220,650 2019 1,720,000 136,325 2020 1,800,000 46,125 Total 5,340,000 649,263 E 19,305,000 7,860,140 4,720,000 579,009 59 i CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 i CHANGE IN LONG-TERM LIABILITIES Long-term liability activity for the year ended December 31, 2005 was as follows: Beginning Ending Due Within Balance Additions Reductions Balance One Yeaz Govemmental activities: Bonds payable: General obligation bonds $1 ],025,Q00 (5,685,000) 5,340,000 875,000 G.O. Tax increment bonds 22,445,000 (3,140,000) 19,305,000 1,000,000 I G.O. improvement bonds 5,710,000 (99Q000) 4,72Q000 1,000,000 Total bonds payable 39,180,000 (9,815,000) 29,365,000 2,875,00� Compensated absences 857,805 96,087 (34,779) 919,113 919,113 Total govemment activity long-termliabi(ities $40,037,805 96,087 (9,849,774) $3Q284,113 3,794,113 Business-type activities: Storm sewer revenue bonds 23Q000 (230,000) Compensated absences are liquidated by the Internal Service Fund. All long-term bonded indebtedness outstanding at December 31, 2005 is backed by the full faith and credit of the City, including improvement and revenue bond issues. Delinquent assessments receivable at December 31, 2005 totaled $81,042. Note S CONDUIT DEBT OBLIGATIONS From time to time, the City has issued Housing Revenue Bonds and Industrial Revenue Bonds or Notes to provide assistance to qualified private sector entities for the acquisition and construction of housing, industrial, or commercial facilities deemed to be in the public interest. The bonds or notes are secured by the property financed and are payable solely from payments received on the underlying mortgage loans. The City has no obligation of its assets or of its general tax base for the repayment of any of these bonds or notes. Accordingly, the bonds or notes are not reported as liabilities in the accompanying financial statements. Upon final redemption of the bonds or notes, ownership of the property transfers to the private sector entity served by the bond or note issue. As of December 31, 2005 there were three series of fixed rate Multifamily Housing Revenue Refunding bonds outstanding, one Housing Revenue Development Refinancing Note outstanding, one series of Variable Rate Demand Refunding Industrial Revenue Bonds outstanding, two Healthcare Revenue Notes outstanding, and four Senior Housing Development Revenue Notes outstanding. The aggregate amount of conduit debt obligations at December 31, 2005 is 32,616,436. In addition, one series of First Mortgage Elderly Housing Revenue Bonds, a$ 2,980,000 obligation, was outstanding at December 31, 2005 but was defeased by proceeds of the Senior Housing Development Revenue Notes and subsequently paid in full on February 1, 2006. i i I 60 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Note 9 RESERVED/DESIGNATED FUND EOUITY, Fund balances and retained earnings in the various funds have been reserved or designated for the following purposes: Reserved Fund Equity Major funds: General fund: Prepaid items 11,080 Special Assessment Bonds: Debt service 3,104,377 Infrastructure Construction: Committed contracts 192,211 Nonmajor Funds: Debt service 1,054,230 Advances to other funds 800,000 Total nonmajor funds 1,854,230 Total governmental funds 5,161,89$ DesignatedFundEquity Major funds:, General fund: Working capital 7,283,871 TIF District #3: Bonding covenants 12,167,173 Statutory housing obligation 2,737,568 Total TIF District #3 14,904,741 Nonmajor Funds: Economic development 1,597,862 Capital improvements 4,324,I56 Total governmental funds 28,110,630 61 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Note 10 INTERFUND RECENABLES/PAYABLES. LOANS AND TRANSFERS, Individual fund interfund receivable and payable balances at December 31, 2005 are as follows: Due from Ihie to Fund Other Funds Other Funds Major Funds: TIF Disirict No. 3 1,211,846 Earle Brown TIF Dishict 1,211,84b Special Assessment Bonds 69,502 Infiastructure Construction 42,657 Waker iJtility 26,845 Sanitary Sewer Utility 5,837 Non-Major Funds: Eco�mic Development Authority 5,837 Total 1,287,185 1,287,185 Advances to Advances From Fund Other Funds Other Funds Major Funds: Golf Course 800,000 Non-Major Funds: Capital Improvements 800,000 800,000 800,000 The $1,200,000 between TIf�' District No. 3 and the Earle Brown TIF�' District and the $800,000 advance are not expected to be eliminated within one year of December 31, 2005. i i 62 i I CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Interfund transfers: Transfer In Transfer Out Govemmental Funds: Major Funds: General 21,274 625,0� Earle Brown TIF District 269,127 TIF District No. 3 1,446,701 Non-Major Funds Housing and Redevelopment Authority 256,538 Economic Developmerrt Aurhority 256,538 City Initiatives Grant 27,226 20,074 GO TIF Bonds 1,420,628 269,127 City Impmvemerrts 125,000 1,200 Earle Brown Heritage Center Improvements 67,000 Strcet Recor�sh�uction 555,000 Technology 70,000 1,153 Totat govenmental funds 2,811,793 2,619,793 Proprietary Funds: Major Funds: Municipal Liquor 125,000 Farle Brown Heritage Center 67,000 Total proprietary funds 192,000 Total 2,811,793 2,811,793 Interfund transfers allow the City to allocate financial resources to the funds that receive benefit from services provided by another fund or to provide additional capital and infrastructure funding. In addition, interfund transfers are occasionally authorized to allow redistribution of resources between funds for the most efficient use of funds. In 2005, transfers from the Generai Fund to nonmajor governmental funds such as the Street Reconstruction and Technology Funds allowed excess fund General Fund balance to be put to use in ways that would reduce the need for taxes or other sources of public funds in the nonmajor funds. 63 i CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Note 11 LEGAL DEBT MARGIN The City is subject to a statutory limitation by the State of Minnesota for bonded indebtedness payabie principally from property taxes. The City of Brooklyn Center's legal debt margin for 2005 and 2004 is computed as follows: I7ecember 31 2005 2004 Market value (after fiscal disparities) $1,944 $1,959,999,100 i Debt limit (2%ofMarket Value) $38,899,920 $39,199,982 Am�unt of debt applicable to debt limit: Total bonded debt $29,365,000 $39,410,000 Less: Improvement bonds (4,720,000) (5,710,000) State Aid Street Bonds (295,000) (575,000) I Tax Increment Bonds (19,305,000) (22,445,000) Utility Revenue Bonds 0 (230,000) Total debt applicable to debt limit $5,045,000 $10,450,000 L.egal debt margin $33,854,920 $28,749,982 Note 12 DEFICIT FUND BALANCES A deficit fund balance exists at December 31, 2005 in the following fund: Unreserved deficit fund balance Major Funds: Earie Brown T�' District 757,056 Infrastructure Conshvction 899,125 Unreserved deficit retained eamings Noiunajor Funds: Ecnployee Retirement Benefit 582,438 The deficits are being funded through intemal borrowing and will be repaid from future surplus tax increments, construction transfers from utility funds and investment earnings. 64 CITY O F BROOKLYN CENTER MINNESO TA NOTES TO FINANCIAL STATEMENTS December 31, 2005 Note 13 CONTINGENCIES, SUBSEOUENT EVENTS AND COMMITMENTS, A. ARBITRAGE REBATE The Tax Reform Act of 1986 requires governmental entities to pay to the federal government income earned on the proceeds from the issuance of debt in excess of interest costs, pending the expenditure of the borrowed funds. This rebate of interest income (known as arbitrage) applies to governmental debt issued after August 31, 1986. The City issued greater than $5 million of bonds in the years 1991, 1992, 1997 and 2004 and therefore is required to rebate excess investment income relating to these issues to the federal government. The extent of the City's liability for arbitrage rebates on the remaining bond issues is not determinabie at this time. However, in the opinion of management, any such liability would be immaterial. B. LITIGATION The City is subject to certain legal claims in the normal course of business. Management does not expect the resolution of these claims will have a material impact on the City's financial condition or results of operations. C. FEDERAL AND STATE FUNDS Amounts received or receivable from federal and state agencies are subject to agency audit and adjustment. Any disallowed claims, including amounts already collected, may constitute a liability of the applicable funds. The amount, if any, of funds which may be disallowed by the agencies cannot be determined at this time although the City expects such amounts, if any, to be immaterial. D. TAX INCREMENT DISTRICTS The City's tax increment districts are subject to review by the State of Minnesota Office of the State Auditor (OSA). Any disallowed claims or misuse of taac increments could become a liability of the applicable fund. Management has indicated that they are not aware of any instances of noncompliance which would have a material effect on the financial statements. E. PROGRAM COMPLIANCE Federal program activities are subject to financial and compliance regulation. To the extent that any expenditures are disallowed or other compliance features are not met, a liability to the respective grantor agency could result. 65 i CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 4 1 F. GRANTS The City approved grants in the amount of $500,000 to Boca Limited Partnership. The grant requires repayment if certain requirements are not met. In turn, the City would be required to return the funds to Hennepin County. G. CONTINGENT LIABILITY The City entered into two limited tax increment notes with developers whereby the City shall pay i the developers the lesser of the scheduled payment or available tax increment. Whether a payment will occur and if so, the amount of the payment(s) are uncertain since all payments are dependent on the City receiving tax increment from the developer's project. As such, this liability has not been recorded in the financial statements. A schedule of the notes outstanding at December 31, 2005 is as follows: Amended Original 12/31/2005 Interest Maturity Note Principal Balance Rate Date Twin L,akes Business Park 2,414,199 1,975,166 8.00% *No maturity date is set. Payments wi1] continue until the principal is paid, or for 10 yeazs, whichever comes first. H. TAX COURT APPEALS Appeals on the valuation of properties in and around the Brookdale Center regional retail complex have been filed in Tax Court for taxes payable in 2004 and 2005 by the owners of the affected parcels. These appeals have not been ruled upon as of the date of these financial statements. Any liability on the part of the City as a result of the Tax Court decision would come from the TIF District No. 3 Fund. No liability or reservation of assets has yet been designated in that Fund. Note 14 RISK MANAGEMENT The City is exposed to various risks of loss related to torts; theft of, damage to and destruction of assets; errors and omissions and natural disasters. Property and casualty insurance is provided through the League of Minnesota Cities Insurance Trust (LMCIT), a public entity risk pool currently operating as a common risk management and insurance program for Minnesota cities: general liability, properiy, automobile, mobile property and marine, crime, employee dishonesty, boiler, and open meeting law. The City pays an annual insurance premium to the LMCIT for its insurance coverage. The City is subject to supplemental assessments if deemed necessary by the LMCIT. Currently, the LMCIT is setf-sustaining through member premiums and reinsures through commercial companies for claims in excess of various amounts. The City retains risk for the deductible 66 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 portions of the insurance policies. The amount of these deductibles is considered immaterial to the financial statements. Workers' compensation coverage is provided through a pooled self-insurance program through the LMCIT. The City pays an annual premium to the LMCIT. The City is subject to supplemental assessments if deemed necessary by the LMCIT. The LMCIT reinsures through Workers' Compensation Reinsurance Association (WRCA) as required by law. For workers' compensation, the City is not subject to a deductible. The City's workers' compensation is retroactively rated. With this type of coverage, final premiums are determined a8er loss experience is known. The amount of premium adjustment, if any, is considered immaterial and not recorded until received or paid. There were no significant reductions in insurance from the previous year or settlements in excess of insurance coverage for any of the past three years. Note 15 POST-EMPLOYMENT HEALTH CARE BENEFITS, The City has provided post-employee health care benefits, as per the requirements of the City Council resolution, for certain retirees and their dependents since 1986. Full time employees have the option of retaining membership in the City's health insurance plan for which the City will pay the single person premium until such time as the retiree is eligible for Medicare coverage or at age 65, whichever is sooner. If the retiree desires to continue family coverage, the additional cost for family coverage shall be paid by the retiree to the City. There are two methods whereby an employee can qualify under this program. First, the employee, on the date of his/her retirement, must meet eligibility requirements for a full retirement annuity under PERA (Note 15A) without reduction of benefits because of age, disability, or any other reason for reduction. In addition, the employee must have been employed full time by the City for the last ten consecutive years prior to the effective date of retirement. Additionally, employees who are retiring after twen -five ears of consecutive service with the City and are eligible to receive a pension from tY Y PERA shall have the option of retaining membership in the City's health insurance plan for which the em lo ee witl a the remium until such time as the retiree is eligible to receive a full-retirement annuity P Y PY P il such time as the nder PERA or PEPFF. At that time the Ci will a the sin le erson remium unt u Y g P P h' P retiree is eligible for Medicare coverage or at age 65, whichever is sooner. Employees participate in this program on a voluntary basis. As of December 31, 2005, 13 employees currently participate in this program. The cost of City paid health care premiums for the years ended December 31, 2005 and 2004 was $60,467 and $58,465, respectively. Fund liabilities are paid on a pay-as-you-go basis with investment eamings of the Fund. The $2,093,307 recorded as a liability is not an actuarially determined amount, but the City's best estimate of the future liability. Note 16 DEFINED BENEFIT PENSION PLANS STATEWIDE A. STATEWIDE- PERA PLAN DESCRIPTION All full-time and certain part-time employees of the City are covered by defined benefit plans administered by the Public Employees Retirement Association of Minnesota (PERA). PERA 67 I CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 administers the Public Employees Retirement Fund (PERF) and the Public Employees Police and Fire Fund (PEPFF) which are cost-sharing, multiple-employer retirement plans. These plans are established and administered in accordance with Minnesota Statute, Chapters 353 and 356. PERF members belong to either the Coordinated Plan or the Basic Plan. Coordinated Plan members are covered by Social Security and Basic Plan members are not. All new members must participate in the Coordinated Plan. All police officers, firefighters and peace officers who qualify for membership by statute are covered by the PEPFF. PERA provides retirement benefits as well as disability benefits to members, and benefits to survivors upon death of eligible members. Benefits are established by State Statute, and vest after three years of credited service. The defined retirement benefits are based on a member's highest average salary for any five successive years of allowable service, age, and years of credit at termination of service. The benefit provisions stated in the previous paragraphs of this section are current provisions and apply to active plan participants. Vested, terminated employees who are entitled to benefits but are not receiving them yet are bound by the provisions in effect at the time they last terminated their public service. PERA issues a publicly available financial report that includes financial statements and required supplementary information for PERF and PEPFF. That report may be obtained by writing to PERA, 60 Empire Drive #200, St. Paul, Minnesota, 55103-2088 or by calling (651)296-7460 or 1-800-652- 9026. FUNDING POLICY Minnesota Statutes Chapter 353 sets the rates for employer and employee contributions. These statutes are established and amended by the state legislature. The City makes annual contributions to the pension plans equal to the amount required by state statutes. PERF Basic Plan members and Coordinated Plan members are reyuired to contribute 9.10% and 5.10%, respectively, of their annual covered salary. PEPFF members are required to contribute 6.20% of their annual covered salary. The City is required to contribute the following percentages of annual covered payroil: 11.78% for Basic Plan PERF members, 5.53% for Coordinated Plan PERF members, and 9.30% for PEPFF members. The City's contributions to the Public Employees Retirement Fund for the years ending December 31, 2005, 2004 and 2003 were $328,318, $223,220, and $309,237, respectively. The City's contributions to the Public Employees Police and Fire Fund for the years ending December 31, 2005, 2004 and 2003 were 276,262, $257,234 and $255,923, respectively. The City's contributions were equal to the contractually required contributions for each year as set by state statute. i 68 r i i CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 B. PENSION PLAN BROOKLYN CENTER FIRE DEPARTMENT RELIEF ASSOCIATION PLAN DESCRIl'TION The City contributes to the Brooklyn Center Fire Department Relief Association (the Association) which is the administrator of a single employer retirement system to provide a retirement plan (the Plan) to volunteer firefighters of the City who are members of the Association. The Association issues a financia) report which is available at City offices. FUNDING POLICY AND ANNiJAL PENSION COST The City levies property taxes at the direction of and for the benefit of the Plan and passes through state aids allocated to the Plan, all in accordance with enabling State statutes. The minimum tax levy obligation is the financial contribution requirement for the year less anticipated state aids. CONTRIBUTIONS Total contributions to the plan in 2004 were 158,991, of which nothing was levied by the City of Brooklyn Center and all 158,991 was from the State of Minnesota. The actuarially determined contribution based on an actuarial valuation performed at January 1, 2004 was 79,135, which represents funding for normal cost of 79,135 and administration of zero. Actual contributions have continued at higher levels to allow for a transition to a defined contribution plan in the future. These higher payments are irrevocabie and do not affect the leve! of future City contributions. They do not constitute an asset of the City. The information below is the most recent data available. Actuarial valuation date 12J3112004 Actuarial cost method Entry age normal cost method Amortization method Level dollar amount amortized on a closed basis Remaining amortiration period 18 years Actuarial assumptions: Investmeirt rate of retwn 7.5% comq�ounded annually Discourrt rate for obligations 7.50% Projected salary increases Not applicable Post retiremerrt benefits None Inflation rate Not applicable I 69 i CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2005 I THREE-YEAR TREND INFORMATION, i Three Year Trend Information ,qnnual percentage Net year Pension of APC Pension Fa�ding Cost (APC,� Cormibuted Obligation 12/31/2002 118,508 100% I 12I31/2003 124,123 100% 12/31/2004 158,991 100% 1 i SCHEDULE OF FUNDING PROGRESS, Assets in j F�ccess of E Actuarial Actuarial Actuarial (Unfimdec� Valuation Value of Accrued Accrued Funded Date Assets Liability Liability Ratio 12/31/2002 2,540,231 2,478,786 61,445 102.50% 1?J31/2003 3,090,185 2,781,175 309,010 111.00% 1�J31/2004 3,384,104 2,789,250 594,854 121.00% RELATED PARTY INVESTMENTS As of December 31, 2005 the Association held no securities issued by the City or other related parties. i I 70 'i CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 a elof6 BUDGETARY COMPARISON SCHEDULE GENERAL FUND P g e 1 2005 For the Year Ended Decemb r 3, S Variance with Final Budget Budgeted Amounts Actual Positive Original Final Amounts (Negative) Revenues: Taxes: Property taxes and market value homestead credit 9,823,541 9,823,541 10,378,151 554,610 Penalties and interest 40,026 40,026 Lodging tax 640,000 640,000 710,619 70,619 Total taxes 10,463,541 10,463,541 11,128,796 665,255 Licenses and permits: Liquor and beer 109,400 109,400 120,412 11,012 Building permits 350,000 350,000 272,482 (77,518) Mechanical permits 55,000 55,000 71,668 16,668 Sewer and water permits 1,000 1,000 2,908 1,908 10 742 r' 40 000 40 000 29,258 Plumbing pe mits 00 3 100 2 910 (l90) 31 Garbage licenses Taxicab licenses 1,500 1,500 117 (1,383) Mechanicallicenses 6,800 6,800 6,445 (355) Pawn shop licenses 3,000 3,000 (3,000) Service station licenses 2,800 2,800 2,644 (156) Vehicle dealer licenses 1,500 1,500 1,500 Bowling licenses 720 720 Cigarette licenses 4,300 4,300 3,153 (1,147) Sign permits 3,000 3,000 3,908 908 Rental dwelling licenses 79,200 79,200 100,836 21,636 Amusement licenses 2,000 2,000 1,215 (785) Electrical Permits 15,000 15,000 48,694 33,694 ROW permits 3,000 3,000 (3,000) Misce(laneous business license 7 000 7 000 7,380 380 Total licenses and permits 688,320 688,320 675,530 (12,790) IntergovernmentaL• State: Local government aid 542,522 542,522 543,183 661 Police pension aid 255,000 255,000 288,183 33,183 PERA aid 34,365 34,365 34,365 Fireperson pension aid 125,000 125,000 154,346 29,346 Police training 15,157 15,157 E-911 phone service 15,000 15,000 31,833 16,833 Street maintenance aid 90,000 90,000 (90,000) Miscellaneous grants 50,000 50,000 68,577 8,577 Total intergovernmental 1,111,887 1,111,887 1,135,644 23,757 Charges for services: Generalgovernmentcharges 26,150 26,150 47,131 20,981 Public safety charges 14,450 14,450 42,076 27,626 Recreation fees 268,480 268,480 310,641 42,161 Community Center fees 310,000 310,000 321,206 11,206 Totai charges for services 619,080 619,080 721,054 101,974 71 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 i BUDGETARY COMPARISON SCHEDULE GENERAL FLJND Page 2 of 6 For the Year Ended December 31, 2005 Variance with Final Budget i Budgeted Amounts Actual Positive j Original Final Amounts (Negative) Revenues (continued): I Fines and forfeits 225,000 225,000 253,748 28,748 i Miscellaneous: Investment eamings (net of market value change) 150,000 150,000 151,612 1,612 Other 133,250 133,250 43,374 (89,876) Total miscellaneous 283,250 283,250 194,986 (88,264) i Total revenues 13,391,078 13,391,078 14,109,758 718,680 Expenditures: General government: Mayor and council: Current: Personal services 50,989 50,989 51,109 (120) Materials and supplies 46 (46) j Services and other charges 78,308 78,308 85,365 ('7,057) Total mayor and council 129,297 129,297 136,520 (7,223) Administrative (Manager, Clerk, HR) offices: Current: Personal services 461,924 461,924 459,023 2,901 Materials and supplies 3,800 3,800 2,782 1,018 Services and other charges 30,200 30,200 23,398 6,802 Total administrative office 495,924 495,924 485,203 10,721 Elections and voter registration: Current: Personal services 55,470 55,470 43,837 11,633 Materials and supplies 1,000 1,000 ],000 Services and other charges 31,075 31,075 4,431 26,644 Total elections and voter registration 87,545 87,545 48,268 39,277 Assessor's office: Current: Personal services 225,294 225,294 219,800 5,494 Materials and supplies 3,700 3,700 3,741 (41) Services and other charges 41,419 41,419 40,922 497 Total assessor's office 270,413 270,413 264,463 5,950 Finance: Current: Personal services 420,963 420,963 376,254 44,709 Materials and supplies 5,100 5,100 4,857 243 j Services and other charges 12,500 12,500 20,668 (8,168) i Total finance 438,563 438,563 401,779 36,784 72 I CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDULE GENERAL FLTND Page 3 of 6 For the Year Ended December 31, 2005 Variance with Final Budget Bud�eted Amounts Actual Positive Original Final Amounts (Negative) Expenditures: General government (continued): Legal: Current: Services and other charges 265,000 265,000 320,628 (55,628) Government buildings: Current: Personal services 249,379 249,379 199,885 49,494 Materials and supplies 52,200 52,200 41,638 10,562 Services and other chazges 273,426 273,426 373,525 (100,099) Total current 575,005 575,005 615,048 (40,043) Capital outlay 9,900 9,900 6,008 3,892 Total govemment buildings 584,905 584,905 621,056 (36,151) Information technology: Current: Personal services 167,021 167,021 165,436 1,585 Materials and supplies 11,000 11,000 12,773 (1,773) Services and other charges 159,642 159,642 136,875 22,767 Total information technology 337,663 337,663 315,084 22,579 Total general govemment 2,609,310 2,609,310 2,593,001 16,309 Public safety: Police protection: Current: Personal services 4,636,211 4,636,211 4,520,156 116,055 Materials and supplies 99,757 99,757 81,115 18,642 Services and other charges 884,096 884,096 973,272 (89,176) Total current 5,620,064 5,620,064 5,574,543 45,521 Capital outlay 16,600 16,600 11,886 4,714 Total police protection 5,636,664 5,636,664 5,586,429 50,235 Fire protection: Current: Personal services 434,162 434,162 470,070 (35,908) Materials and supplies 48,000 48,000 44,207 3,793 Services and other charges 214,781 214,781 236,994 (22,213) Total current 696,943 696,943 751,271 (54,328) Capital outlay 25,000 25,000 23,714 1,286 Total fire protection 721,943 721,943 774,985 (53,042) 73 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDUI,E GENERAL FUND Page 4 of 6 For the Year Ended December 31, 2005 Variance with Final Budget Budgeted Amounts Actual Positive i Original Final Amounts (Negative) Expenditures: Public safety (continued): Protective inspection: Current: Personal services 405,997 405,997 394,875 11,122 Materials and supplies 2,600 2,600 186 2,414 i Services and other charges 71,469 71,469 84,227 (12,758) Total protective inspection 480,066 480,066 479,288 778 Emergency preparedness: Current Personal services 52,135 52,135 48,194 3,941 Materials and supplies 2,400 2,400 673 1,727 Services and other charges 9,760 9,760 4,843 4,917 Total emergency preparedness 64,295 64,295 53,710 10,585 Total public safety 6,902,968 6,902,968 6,894,412 8,556 Public works: Engineering department: Current: Personal services 440,686 440,686 316,246 124,440 Materials and supplies 8,320 8,320 13,163 (4,843) Services and other charges 41,705 41,705 38,771 2,934 Total current 490,711 490,711 368,180 ]22,531 Capital outlay 5,200 5,200 15,123 (9,923) Total engineering department 495,911 495,911 383,303 1] 2,608 Street deparhnent: Current: Personal services 612,481 612,481 665,080 (52,599) Materials and supplies 125,050 125,050 113,217 11,833 Services and other charges 474,980 474,980 484,495 (9,515) Total street department 1,212,511 1,212,511 1,262,792 (50,281) Total public works 1,708,422 1,708,422 1,646,095 62,327 Community services: Social services: Current: Services and other charges 79,790 79,790 86,043 (6,253) 74 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDLTLE GENERAL FLJND Page 5 of 6 For the Year Ended December 31, 2005 Variance with Final Budget Budgeted Amounts Actual Positive Original Final Amounts (Negative) Expenditures (continued): Parks and recreation: Administration: Current: Personal services 457,705 457,705 435,530 22,175 Materials and supplies 12,500 12,500 9,324 3,176 Services and other charges 53,900 53,900 53,726 174 Total current 524,105 524,105 498,580 25,525 Capital outlay 2,000 2,000 2,000 Total administration 526,105 526,105 498,580 27,525 Adult programs: Current: Personal services 51,170 52,270 54,168 (2,998) Materials and supplies 12,684 12,684 13,'724 (1,040) Cost of good sold to public 19,421 19,421 20,632 (1,211) Services and other charges 76,257 76,257 89,875 (13,618) Total adult programs 159,532 159,532 178,399 (18,867) Teen programs Current: Personal services 3,000 3,000 4,049 (1,049) Materials and supplies 500 500 420 80 Total teen programs 3,500 3,500 4,469 (969) i Youth programs: Current: Personal services 32,446 32,446 32,356 90 Materials and supplies 7,473 7,473 8,925 (1,452) Total youth programs 39,919 39,919 41,281 (1,362) General programs: Current: Personal services 8,463 8,463 8,104 359 Materials and supplies 75 75 125 (50) Services and other charges 10,200 10,200 12,504 (2,304) Total general programs 18,738 18,738 20,733 (1,995) Community center: Current: Personal services 388,072 388,072 369,469 18,603 Materials and supplies 19,150 19,150 22,220 (3,070) Services and other charges 56,850 56,850 78,697 (21,847) Total current 464,072 464,072 470,386 (6,314) Capital outlay 900 900 900 Total community center 464,972 464,972 470,386 (5,414) 75 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDLJLE GENERAL FUND Page 6 of 6 For the Year Ended December 31, 2005 Variance with Final Budget Budgeted Amounts Actual Positive Original Fina1 Amounts (Negative) Expenditures: Parks and recreation (continued): E Park maintenance: Current: Personal services 537,636 537,636 486,527 5],109 Materials and supplies 56,955 56,955 41,957 14,998 Services and other charges 268,115 268,115 316,951 (48,836) Total current 862,706 862,706 845,435 17,271 Capital outlay 3,400 3,400 2,851 549 Total park maintenance 866,106 866,106 848,286 17,820 Total parks and recreation 2,078,872 2,078,872 2,062,134 16,738 Economic development: Convention bureau: Current: Services and other charges 304,000 304,000 337,575 (33,575) Nondepartmental: Expenditures not charged to departments: Current: Personal services 55,470 55,470 50,275 5,195 Materials and supplies 22,500 22,500 19,162 3,338 Services and other charges 368,205 368,205 245,918 122,287 Total nondepartmental 446,175 446,175 315,355 ]30,820 Total expenditures 14,129,537 14,129,537 13,934,615 194,922 Revenues over (under) expenditures (738,459) (738,459) 175,143 913,602 Other financing sources (uses): Transfers in administrative services reimbursed 808,459 808,459 754,085 (54,374) Transfers from other funds 21,274 21,274 Transfers to other funds (70,000) (70,000) (625,000) (555,000) Total other financing sources (uses) 738,459 �38,459 150,359 (588,100) Net increase (decrease) in fund balance 325,502 325,502 Fund balance January 1 6,969,449 Fund balance December 31 7,294,951 C 76 i CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 10 BUDGETARY COMPARISON SCHEDULE EARLE BROWN TAX INCREMENT DISTRICT For the Year Ended December 31, 2005 Variance with Final Budget Budgeted Amounts Positive Original Final Actual (Negative) Revenues: Tax increments 600,100 600,100 845,868 245,768 Investment earnings (net of market value adjustmenY) 17,093 17,093 Total revenue 600,100 600,100 862,961 262,861 Expenditures: Current: Economic development: Personal services 14,728 (14,728) Services and other charges 35,000 35,000 27,768 7,232 Total expenditures 35,000 35,000 42,496 (7,496) Revenues over (under) expenditures 565,100 565,100 820,465 255,365 Other financing sources (uses): Transfers in 269,127 269,127 Net increase (decrease) in fund balance 565,100 565,100 1,089,592 524,492 Fund balance January 1 (1,858,494) Fund balance December 31 (768,902) i CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 1 l BUDGETARY COMPARISON SCHEDULE TAX INCREMENT DISTRICT NO. 3 For the Year Ended December 31, 2005 Variance with Final Budget Budgeted Amounts Positive Original Final Actual (Negative) Revenues: Ta�c increments 3,167,310 3,167,310 3,576,209 408,899 Investment eamings (net of market value adjustment) 78,000 78,000 591,169 513,169 Miscellaneous 11,303 11,303 Total revenues 3,245,310 3,245,310 4,178,681 933,371 Expenditures: Current: Economic development: Personal services 74,606 (74,606) Supplies 67 (67) Services and other charges 284,940 284,940 1,388,233 (1,103,293) Capital outlay: Economic development 3,475,80$ (3,475,808) Total expenditures 284,940 284,940 4,938,714 (4,653,774) Revenues over (under) expenditures 2,960,370 2,960,370 (760,033) (3,720,403) Other financing sources (uses): Transfers out (573,666) (573,666) (1,446,701) (873,035) Net increase in fund balance 2,386,704 2,386,704 (2,206,734) $(4,593,438) Fund balance January 1 25,871,672 Fund balance December 31 23,664,938 i 78 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY 1NFORMATION BUDGETARY COMPARISON SCHEDULE NOTE TO RSI December 31, 2005 Note A LEGAL COMPLIANCE BUDGETS The General Fund budget is legally adopted on a basis consistent with accounting principals generally accepted in the United States of America. The legal level of budgetary control is at the department ievel of the General Fund. The followin is a listin of General Fund de artments whose ex enditures exceed bud eted a ro riations. S S p p g PP P Final Over Budget Actual Budget Major Funds: General Fund: Mayor and council 129,297 136,520 (7,223) Legal 265,000 320,628 (55,628) Government buildings 584,905 621,056 (36,151) Fire protection 721,943 774,985 (53,042) Street department 1,212,511 1,262,792 (50,281) Adult recreation programs 159,532 178,399 (18,867) Teen recreation programs 3,500 4,469 (969) Youth recreation programs 39,919 41,281 (1,362) General recreation programs 18,738 20,733 (1,995) Community center 464,972 470,386 (5,414) Convention bureau 304,000 337,575 (33,575) Special Revenue Funds: Earle Brown T.I.F. District 35,000 42,496 (7,496) T.I.F. District 3 284,940 4,938,714 (4,653,774) 79 I I I This a e has been left b/ank intentiona// P9 Y so NONMAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS A Special Revenue Fund is used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for specified purposes. DEBT SERVICE FUNDS The Debt Service Funds are used to account for the accumulation of resources for, and payment of, interest, principal and related costs on general long-term debt. CAPITAL PROJECT FUNDS The Capital Project Funds account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by Proprietary Funds). 81 CITY OF BROOKLYN CENTER, MINNESOTA December 31, 2005 Statement 12 COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS Total Special Debt Capital Nonmajor Revenue Service Project Governmental Assets Cash and investments 1,863,906 1,051,656 3,735,986 6,651,548 Receivabies Accounts 205,147 205,147 Current taxes 588 2,574 3,162 30,463 Delinquent taxes 12,349 18,114 Due from other funds 5,837 5,837 Due from other governments 43,982 93,033 37,015 Interfund receivable 482,611 482,611 800 000 800, 000 i Advances to other funds Total assets 1,926,662 1,072,344 5,316,777 8,315,783 Liabilities and Fund Balances Liabilities: Accounts payable 8,100 115,855 123,955 Contracts payable 76,766 76,766 Due to other governrnents 4,517 4,S l 7� Accrued salaries and wages 4,465 4,465 Deferred revenue 12,349 18,114 30,463 Total liabilities 29,431 18,114 192,621 240,166 Fund balances: Reserved 1,054,230 800,000 1,854,230 Unreserved: Designated 1,597,862 4,324,156 5,922,018 Undesignated 299,369 299,369 Total fund balances 1,897,231 1,054,230 5,124,156 8,075,617 Total liabilities and fund balances 1,926,662 1,072,344 5,316,777 8,315,783 82 i CITY OF BROOKLYN CENTER, MINNESOTA COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND Statement 13 CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS For the Year Ended December 31, 2005 Total Special Debt Capital Nonmajor Revenue Service Project Govemmental Revenues: Property taxes 257,126 779,196 1,036,322 Tax increments 258,61I 258,611 Franchise fees 662,614 662,614 Intergovernmental 147,537 297,260 864,117 1,308,914 Charges for services 9,481 9,481 Investment earnings (net of market value adjustment) 46,307 69,490 132,992 248,789 Miscellaneous 124,765 1,076 244,237 370,078 Total revenues 843,827 1,147,022 1,903,960 3,894,809 Expenditures: Current: Public safety 155,716 155,716 Public works 374,000 374,000 Parks and recreation 61,847 61,847 Economic development 233,046 233,046 Capital outlay: General government 610,484 610,484 Public safety 2,951 2,951 Public works 2,544,847 2,544,847 Debt service: Principal retirement 237,189 1,545,000 1,782,189 Interest 1,016,991 1,016,991 Fiscal agent fees 3,125 3,125 Total expenditures 690,749 2,565,116 3,529,331 6,785,196 Revenues over (under) expenditures 153,078 (1,418,094) (1,625,371) (2,890,387) Other financing sources (uses): Transfers in 283,764 1,420,628 817,000 2,521,392 Transfers out (276,612) (269,127) (2,353) (548,092) Refunded bonds redeemed (7,280,000) (7,280,000) Total other financing sources (uses) 7,152 (6,128,499) 814,647 (5,306,700) Net increase (decrease) in fund balances 160,230 (7,546,593) (810,724) (8,197,087) Fund balances January 1 1,737,001 8,600,823 5,934,880 16,272,704 Fund balances December 31 1,897,231 1,054,230 5,124,156 8,075,6U 83 I i This page has been lett b/ank intentiona//y. I 84 I� NONMAJOR SPECIAL REVENUE FUNDS The City of Brooklyn Center had the following Special Revenue Funds during the year: Housins and Redevelonment Authoritv Fund (HRAI This fund has authority to levy an ad valorem property t� for the purpose of conducting housing and redevelopment projects. These projects are accounted for in the EDA Fund; all tax proceeds are transferred to that fund. Economic Develonment Authoritv Fund (EDAI This fund was established to account for the Economic Develo ment Authori EDA of Brookl n Center. The EDA carries out p tY Y develo ment activities• it has authori to o erate an enterprise. The Earle Brown Heritage P n' P Center operates under this authority and a statement of its operations can be found in the enterprise fund section of this report. The EDA also does redevelopment and housing projects, funded by an ad valorem property tax levy and transfers from the CDBG and HRA funds. Tax Increment District No. 4 Fund This fund has the authority to collect tax increments which are used for various redevelopment projects within the City and for debt service payments of bonds which were issued for the same purpose. Police Dru� Forfeiture Fund This fund was established to account for property and/or cash seized by Police Department personnel. Communitv Develonment Block Grant Fund (CDBG) This fund was established to account for funds received under Title I of the Housing and Community Development Act of 1974. Transfers are made from this fund to the Economic Development Authority Fund; projects are accounted for in the Economic Development Authority Fund. Citv Initiatives Grant Fund Revenues and expenditures from grants received from outside entities are accounted for in this fund. Grant programs for 2003 include several public safety grants, an after school enrichment recreation grant and a local planning assistance grant. 85 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBII�IING BALANCE SHEET NONMAJOR SPECIAL REVENUE FUNDS December 31, 2005 Housing and Economic I Redevelopment Developrnent Authority Authority Assets I Cash and investments 1,594,969 Current taxes receivable 588 Delinquent taxes receivable 12,349 Due from other funds 5,837 Due from other governments Total assets 12,937 1,600,806 Liabilities and Fund Balances Liabilities: Accounts payable 2 g 8 Due to other governments Accrued salaries and wages 3,244 Deferred revenue 12,349 Totalliabilities 12,349 3,532 Fund balances: Unreserved: Designated: Economic development 588 1,597,274 Undesignated Total fund balances 588 1,597,274 Total liabilities and fund balances 12,937 1,600,806 i 86 I Statement 14 I Total Tax Police Community City Nonmajor Increment Drug Development Initiatives Special District No. 4 Forfeiture Block Grant Grant Revenue 104,473 38,422 4,501 221,541 1,863,906 588 12,349 5,837 43,982 43,982 104,473 38,422 4,501 165,523 1,926,662 7,812 8,100 17 4,500 4,517 1,221 4,465 12,349 17 4,500 9,033 29,431 1,59'7,862 104,473 38,405 1 156,490 299,369 104,473 38,405 1 156,490 1,897,231 104,473 38,422 4,501 165,523 1,926,662 87 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NONMAJOR SPECIAL REVENUE FUNDS For the Year Ended December 31, 2005 Housing and Economic Redevelopment Development Authority Authority Revenues: Property taxes 257,126 Tax increments Intergovernmental 420 Charges for services Investment earnings (net of market value adjustment) 41,051 Miscellaneous 24,631 Total revenues 257,126 66,102 Expenditures: Current: Public safety: Personal services Supplies Services and other chazges Total public safety Pazks and recreation: Personal services Supplies Services and other charges Total parks and recreation Economic development: Personal services 99,001 Supplies 595 Services and other charges 113,848 Total economic development 213,494 Capital outlay: Public safety Debt service: Principal Total expenditures 213,494 Revenues over (under) expenditures 257,126 (147,392) Other financing sources (uses): Transfers in 256,538 Transfers out (256,538) Total other financing sources (uses) (256,538) 256,538 Net increase in fund batances 588 109,146 Fund balances January 1 1,488,128 Fund balances December 31 588 1,597,274 88 i Statement 15 Total Tax Police Community City Nonmajor Increment Drug Development Initiatives Special District No. 4 Forfeiture Block Grant Grant Revenue 257,126 258,611 258,611 13,500 133,617 147,537 9,481 9,481 923 1,083 3,250 46,307 29,791 70,343 124,765 259,534 30,874 13,500 216,691 g4�,827 71,400 71,400 8,406 7,321 15,727 5 62,769 68,589 14,226 141,490 155,716 13,374 13,374 5,391 5,391 43,082 43,082 61,847 61,847 2,842 101,843 595 3,211 13,499 130,608 6,053 13,499 233,046 2,951 2,951 237,189 237,189 243,242 17,177 13,499 203,337 690,749 16,292 13,697 1 13,354 153,078 27,226 283,764 (20,074) (276,612) 7,152 7,152 16,292 13,697 1 20,506 160,230 88,181 24,708 135,984 l ,737,001 104,473 38,405 1 156,490 1,897,231 89 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENUE FUND HOUSING AND REDEVELOPMENT AUTHORITY FUND Statement 16 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2005 Budgeted Amounts Actual Original Final Amounts Revenues: Property taxes 251,295 251,295 257,126 Revenues over (under) expenditures 251,295 251,295 257,126 i Other financing sources (uses): Transfers out (251,295) (251,295) (256,538) Net increase in fund balance 588 j Fund balance January 1 Fund balance December 3l 588 i 90 CITY OF BROOKLYN CENTER, MINNESOT A SPECIAL REVENUE FUND ECONOMIC DEVELOPMENT AUTHORITY FiJND Statement 17 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2005 Budgeted Amounts Actual Original Final Amounts Revenues: Intergovernmental 420 Investment earnings (net of market value adjustment) 41,051 Miscellaneous 24,631 Total revenues 66,102 Expenditures: Current: Economic development: Personal services 186,294 186,294 99,001 Supplies 2,200 2,200 595 Services and other charges 54,325 54,325 113,898 Total expenditures 242,819 242,819 213,494 Revenues over (under) expenditures (242,819) (242,819) (147,392) Other financing sources (uses): Transfers in 251,295 251,295 256,538 Net increase (decrease) in fund balance 8,476 8,476 109,146 Fundbalance-January 1 ��4g8��2g Fund balance December 31 1,597,274 91 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENiJE FiJND TAX INCREMENT DISTRICT NO. 4 FUND Statement 18 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2005 Budgeted Amounts Actual Original Final Amounts Revenues: Tvc increments 236,400 236,400 258,611 Investment earnings (net of market value adjustment) 923 Total revenues 236,400 236,400 259,534 Expenditures: Current I Economic development: Personal services 2�g42 i Services and other charges 10,000 10,000 3,211 j Total economic development 10,000 10,000 6,053 Debt service: 237,189 Principal 243 242 10 000 10,Q00 otal ex enditures T p Revenues over (under) expenditures 226,400 226,400 16,292 Fund balance January 1 88,181 Fund balance December 31 104,473 I I 92 i CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENIIE FLJND POLICE DRUG FORFEITURE FiJND Statement 19 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2005 Budgeted Amounts Actual Original Final Amounts Revenues: Investment earnings (net of market value adjustment) 1,083 Miscellaneous: Forfeited drug money 25,000 25,000 29,791 Total revenues 25,000 25,000 30,874 Expenditures: Current: Public safety: Supplies 25,000 25,000 8,406 Services and other charges 5,820 Total public safety 25,000 25,000 14,226 Capital outlay: Public safety 2,951 Total expenditures 25,000 25,000 17,17� Revenues over (under) expenditures 13,697 Fund balance January 1 24,708 Fund balance December 31 38,405 93 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENUE FiJND COMMtJNITI' DEVELOPMENT BLOCK GRANT FUND Statement 20 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2005 Budgeted Amounts Actual Original Final Amounts Revenues: Intergovernmental: Federal grants 240,000 240,000 13,500 Expenditures: Current: Economic development: Services and other charges 240,000 240,000 13,499 Revenues over (under) expenditures 1 Fund balance January 1 Fund balance December 31 1 I 94 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENUE FUND CITY INITIATIVES GRANT FUND Statement 21 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2005 Budgeted Amounts Actual Original Final Amounts Revenues: Intergovernmental 19,000 19,000 133,617 Charges for services 12,580 12,580 9,481 Investment earnings (net of market value adjustment) 3,250 Miscellaneous 37, l 74 37,174 70,343 Total revenues 68,754 68,754 216,691 Expenditures: Current: Public safety: Personal services 61,488 61,488 71,400 Supplies 7,321 Services and other charges 62,769 Total pub(ic safety 61,488 61,488 141,490 Parks and recreation: Personal services 8,391 8,391 13,374 Supplies 9,070 9,070 5,391 Services and other charges 35,383 35,383 43,082 Total parks and recreation 52,844 52,844 61,847 Total expenditures 114,332 114,332 203,337 Revenues over (under) expenditures (45,578) (45,578) 13,354 Other financing sources (uses): Transfers in 2� Transfers out (20,074) Total other financing sources (uses) 7,152 Net increase (decrease) in fund balance (45,578) (45,578) 20,506 Fund balance January 1 135,984 Fund balance December 31 156,490 95 i I This page has been /eft blank intentional/y. i I 96 NONMAJOR DEBT SERVICE FUNDS The City's Debt Service Funds account for two types of bonded indebtedness: General Obligation Bonds Tax Increment Bonds General Obli�ation Bonds Fund This fund is used to account for the accumulation of resources for payment of general obligation bonds and interest thereon. Tax Increment Bonds Fund This fund is used to account for the accumulation of resources for payment of tax increment general obligation bonds and interest thereon. These bonds were sold to finance the purchase and redevelopment of the historic Earle Brown Farm and other various redevelopment projects within the City. 97 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING BALANCE SHEET Statement 22 NONMAJOR DEBT SERVICE FUNDS December 31, 2005 General Obligation Bonds Assets Cash and investments 1,051,656 Current ta�ces receivable 2,574 i, Delinquent taxes receivable 18,114 Total assets 1,072,344 Liabilities and Fund Balance Liahilities: Deferred revenue 18,114 Fund balance: Reserved: Debt service 1,054,230 Total liabilities and fund balance 1,072,344 98 i CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBII�iING STATEMENT OF REVENUES, EXPENDITURES, AND Statement 23 CHANGES IN FUND BALANCES NONMAJOR DEBT SERVICE FUNDS For the Year Ended December 31, 2005 Tota! General Tax Nonmajor Obligation Increment Debt Bonds Bonds Service Revenues: Property tax 779,196 779,196 Intergovernmental 297,260 297,260 Investment earnings (net of market value adjustment) 47,875 21,615 69,490 Miscellaneous 720 356 1,076 Total revenues 1,125,051 21,971 1,147,022 Expenditures: Debt service: Principal 775,000 770,000 1,545,000 Interest 287,251 729,740 1,016,991 Fiscal agent fees 2,147 978 3,125 Total expenditures 1,064,398 1,500,718 2,565,116 Revenues over (under) expenditures 60,653 (1,478,747) (1,418,094) Other financing sources (uses): Transfers in 1,420,628 1,420,628 Transfers out (269,127) (269,127) Refunded bonds redeemed (4,910,000) (2,370,000) (7,280,000) Total other financing sources (uses) (4,910,000) (1,218,499) (6,128,499) Net increase (decrease) in fund balances (4,849,347) (2,697,246) (7,546,593) Fund balances January 1 5,903,577 2,697,246 8,600,823 Fund balances December 31 1,054,230 1,054,230 99 i I I This page has been left bJank intentional/y. ioo NONMAJOR CAPITAL PROJECT FUNDS The City of Brooklyn Center had the following Capital Project Funds during the year: Canital Reserve Emereencv Fund This fund was established in 1997 to account for monies held in reserve for catastrophic losses or unforeseen capital items. Canital Imnrovements Fund This fund was established in 1968 to provide funds, and to account for the expenditure of such funds, for major capital outlays including, but not limited to, construction or acquisition of major permanent facilities having a relatively long life; and/or to reduce debt incurred for capital outla s. The financin sources of the fund include ad valorem taxation, transfers Y g from other funds, issuance of bonds, federal and state grants, and investment earnings. Municipal State Aid for Construction Fund This fund was established to account for the state allotment of gasoline tax collections used for transportation related construction projects. Earl Brown Herita�e Center Imnrovements Fund This fund was established to provide a stable source of funds to pay for periodic capital improvements needed at the facility. Street Reconstruction Fund This fund accounts for franchise fees collected, which have been dedicated to the reconstruction of the City's infrastructure. Technolosv Fund This fund, established in 2003, accounts for funds set aside for technology improvements or major technology renovations/replacements. lol CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING BALANCE SHEET NONMAJOR CAPITAL PROJECT FUNDS December 31, 2005 Capital Reserve Capital Assets Emergency Improvements Cash and investments 1,006,371 396,509 Accounts receivable Due from other overnments g Interfund receivable 482,61 I Advances to other funds 800,000 Total assets 1,006,371 1,679,120 Liabilities and Fund Balances Liabilities: Accounts payable g26 Contracts payable Total liabilities 826 Fund balances: Reserved: Advances to other funds 800,000 Unreserved: Designated for capital improvements 1,006,371 878,294 Total fund balances 1,006,371 1,678,294 Total liabilities and fund balances 1,006,371 1,679,120 I 102 Statement 24 Municipal Earle Brown Total State Aid Heritage Nonmajor for Center Street Capital Construction Improvements Reconstruction Technology Projects 98,362 117,193 1,683,214 434,337 3,735,986 392 163,995 40,760 205,147 93,033 93,033 482,611 800,000 191,395 117, 585 1,847,209 475,097 5,316,777 20,741 94,025 263 115,855 21,277 55,489 76,766 20,741 115,302 55,752 192,621 800,000 170,654 2,283 1,847,209 419,345 4,324,156 170,654 2,283 1,847,209 419,345 5,124,156 191,395 117,585 1,847,209 475,097 5,316,777 103 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FLJND BALANCES NONMAJOR CAPTTAL PR03ECT FUNDS For the Year Ended December 31, 2005 Capital i Reserve Capital Emergency Improvements Revenues: Franchise fees Intergovernmental 10,000 Investment earnings (net of market value adjustment) 34,110 28,448 Miscellaneous 24,637 Total revenues 34,110 63,085 Expenditures: Current: Public works: Personal services 66,571 Materials and supplies 3,502 Services and other charges 303,927 Total ublic works 374,000 P Capital outiay General government Public works 310,074 Total capital outlay 310,074 Total expenditures 374,000 310,074 Revenues over (under) expenditures (339,890) (246,989) Other financing sources (uses): Transfers in 125,000 Transfers out (1,200) Total other financing sources (uses) 123,800 Net increase (decrease) in fund balances (339,890) (123,189) I Fund balances January 1 1,346,261 1,801,483 Fund balances December 31 1,006,371 1,678,294 i 104 Statement 25 Municipal Earle Brown Total State Aid Heritage Nonmajor for Center Street Capital Construction Improvements Reconstruction Technology Projects 662,614 662,614 854,117 864,117 11,976 3,799 44,665 9,994 132,992 60,000 159,600 244,237 866,093 63,799 707,279 169,594 1,903,960 66,571 3,502 303,927 374,000 249,964 360,520 610,484 1,293,812 940,961 2,544,847 1,293,812 249,964 940,961 360,520 3,155,331 1,293,812 249,964 940,961 360,520 3,529,331 (427,719) (186,165) (233,682) (190,926) (1,625,371) 67,000 555,000 70,000 817,000 (1,153) (2,353} 67,000 555,000 68,847 8l 4,647 (42'7,7 9) (119,165) 321,318 (122,079) (810,724) 598,373 121,448 1,525,891 541,424 5,934,880 170,654 2,283 1,847,209 419,345 5,124,156 105 I i 1 This page has been left blank intentionally. 106 NONMAJOR ENTERPRISE FUNDS The City of Brooklyn Center had the following nonmajor Enterprise Funds during the year: Recvclin� and Refuse Fund This fund accounts for the operation of a state- mandated recycling program. Expansion into refuse collection will take place only when there is a clear advantage to be achieved by it. Street Li�ht Utilitv Fund This fund was created to account for expenses related to streetlights within the City. Benefiting properties are billed for these expenses. 107 I CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF NET ASSETS Statement 26 NONMAJOR ENTERPRISE FUNDS December 31, 2005 Total Recycling and Street Light Nonmajor Refuse Utility Enterprise Assets j Cash and cash equivalents 15,068 90,936 106,004 Accounts receivable net 52,669 55,122 107,791 Total assets 67,737 146,058 213,795 Liabilities Accounts payable 368 24,287 24,655 Net assets Unreserved 67,369 121,771 189,140 i I ios CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENSES, AND Statement 27 CHANGES IN FUND NET ASSETS NONMAJOR ENTERPRISE FUNDS For the Yeaz Ended December 31, 2005 Total Recycling and Street Light Nonmajor Refuse Utility Enterprise Operating revenues: Sales and user fees 235,160 214,669 449,829 Operating expenses: Supplies 132 383 5] 5 Other services 252,866 62,037 314,903 Insurance 1,663 1,127 2,790 Utilities 149,547 149,547 Total operating expenses 254,661 213,094 467,755 Operating income (loss) (19,501) 1,575 (17,926) Nonoperating revenues (expenses): Investment earnings (net of market value adjustment) 426 3,408 3,834 Change in net assets (19,075) 4,983 (14,092) Net assets January 1 86,444 116,788 203,232 Net assets December 31 67,369 121,771 189,140 109 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF CASH FLOWS Statement 28 NONMAJOR ENTERPRISE FUNDS For the Year Ended December 31, 2005 Total f Recycling and Street Light Nonmajor i Refuse Utility Enterprise Cash flows from operating activities: Receipts from customers 233,258 206,789 440,047 Payments to suppliers (255,043} (200,791) (455,834) Net cash flows provided (used) by operating activities (21,785) 5,998 (15,787) Cash flows from investing activities: Interest on investments 426 3,408 3,834 Net increase in cash and cash equivalents (21,359) 9,406 (l I,953) j Cash and cash equivalents January 1 36,427 81,530 117,957 Cash and cash equivalents December 31 15,068 90,936 106,004 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) (19,501) 1,575 (17,926) Adjustments to reconcile operating income (loss) to net cash provided (used) by operating activities: Changes in assets and liabilities: (Increase) decrease) in receivables (1,902) (7,879) (9,781) Increase (decrease) in payables (382) 12,302 11,920 Total adjustments (2,284) 4,423 2,139 Net cash flows provided (used) by operating activities (21,785) 5,998 (15,787) 110 INTERNAL SERVICE FUNDS Internal Service Funds are used to account, on a cost reimbursement basis, for the financing of goods or services provided by one department to other departments of the City. Revenues and expenses in these funds are recognized on the accrual basis of accounting. Revenues are recognized in the accounting period in which they are earned and become measurable. Expenditures are recognized in the accounting period in which they are incurred. The City's Internal Service Funds included in this section are: Public Emnlovees Comnensated Absences Fund This fund accounts for payment of unused vacation and sick leave time and the allocation of such costs to user departments. Public Emnlovees Retirement Fund This fund accounts for certain health care insurance benefits for City employees who retire before age 65. Substantially all of the City's full-time police and fire employees and all other full-time employees hired before July 1, 1989 may be eligible for those benefits from the time they qualify for an unreduced PERA pension until they reach age 65 or become eligible for Medicare. In the event that future costs would exceed earnings, other funds would be charged for the costs associated with their employees. Central Gara�e Fund This fund was established to account for the acquisition and maintenance of all City vehicles and rolling stock equipment. Vehicle and equipment maintenance, repair, and replacement will be provided from rental rates which the Central Garage charges City operating departments for use of the equipment. 111 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF NET ASSETS Statement 29 INTERNAL SERVICE FUNDS December 31, 2005 Central EE Retirement EE Comp Garage Benefit Absences Total Assets Current assets: Cash and cash equivalents 5,015,807 1,505,579 919,113 7,440,499 Accounts receivable net 3,701 5,290 8,991 Inventories at cost 31,435 31,435 Total current assets 5,050,943 1,510,869 919,113 7,480,925 Noncurrent assets: Capital assets: Machinery and equipment 5,909,532 5,909,532 Less: Allowance for depreciation (3,997,043) (3,997,043) Net capital assets 1,912,489 1,912,489 Total assets 6,963,432 1,510,869 919,113 9,393,414 Liabilities Current liabilities: Accounts payable 34,774 34,774 Accrued salaries payable 5,837 5,g�7 Compensated absences payable 919,113 919,1 l3 Total cunent liabilities 40,611 919,113 959,724 Noncurrent liabilities: Accrued health insurance liability 2,093,307 2,093,307 Totalliabilities 40,611 2,093,307 919,113 3,053,031 f Net assets j Invested in capital assets, net of related debt 1,912,489 1,912,489 Unrestricted 5,010,332 (582,438� 4,427,894 Total net assets 6,922,821 (582,438) 6,340,383 r f 112 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF REVENiJES, EXPENSES, AND Statement 30 CHANGES IN FLJND NET ASSETS INTERNAL SERVICE FLJNDS For the Year Ended December 31, 2005 Central EE Retirement EE Comp Garage Benefit Absences Total Operating revenues: Charges for services 1,171,447 1,171,447 Operating expenses: Personal services 245,210 605,193 47,870 898,273 Supplies 326,618 326,618 Other services 111,120 111,120 Insurance 40,954 40,954 Utilities 2,675 2,675 Depreciation 494,270 494,270 Total operating expenses 1,220,847 605,193 47,870 1,873,910 Operating income (loss) (49,400) (605,193) (47,870) (702,463) Nonoperating revenues (expenses): Investment earnings (net of market value adjustment) 130,256 40,434 23,285 193,975 Gain (loss) on sale of capital assets 31,880 31,880 Otherrevenue 5,224 5,224 Total nonoperating revenues (expenses) 167,360 40,434 23,285 231,079 Change in net assets 117,960 (564,759) (24,585) (471,384) Net assets January 1 6,804,861 (17,679) 24,585 6,811,767 Net assets December 31 6,922,821 (582,438) 6,340,383 i 113 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF CASH FLOWS Statement 3] INTERNAL SERVICE FUNDS For the Yeaz Ended December 31, 2005 I Central EE Retirement EE Comp Gazage Benefit Absences Total Cash flows from operating activities: Receipts from interfund services provided 1,177,784 1,177,784 Payments to suppliers (502,855) (502,855) Payments to employees (242,743) (63,908) 13,938 (292,713) Miscellaneous revenue 5,224 5,224 j Net cash flows provided (used) by operating activities 437,410 (63,908) 13,938 387,440 Cash flows from capital and related financing activities: Acquisition and construction of capital assets (378,917) (378,917) Proceeds from sale of capital assets 47,345 47,345 Net cash flows provided (used) by capital and related financing activities (331,572) (331,572) I Cash flows from investing activities: Interest on investments 130,256 40,434 23,285 193,975 Net increase in cash and cash equivalents 236,094 (23,474) 37,223 249,843 Cash and cash equivalents January 1 4,779,713 1,529,053 881,890 7,190,656 Cash and cash equivalents December 31 5,015,807 1,505,579 919,113 7,440,499 Reconciliation of operating income to net cash provided (used) by operating activities: Operating income (loss) (49,400) (605,193) (47,870) (702,463) Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Depreciation 494,270 494,270 Changes in assets and liabilities: (Increase) decrease in receivables 6,337 (3,441) 2,896 (Increase) decrease in inventories (3,315) (3,315) Increase (decrease) in payables (18,173) (18,173) Increase (decrease) in accrued expenses 2,467 544,'126 61,808 609,001 Other nonoperating income 5,224 5,224 Total adjustments 486,810 541,285 61,808 1,089,903 Net cash provided (used) by operating activities 437,410 (63,908) 13,938 387,440 CAPITAL ASSET ADNSTMENTS: Deletions of machinery and equipment (277,194) (277,194) Deletions of accumulated depreciation: machinery and equipment 261,729 261,729 Total capital asset adjustments (15,465) (15,465) 114 I STATISTICAL SECTION I I 115 CITY OF BROOKLYN CENTER, MINNESOTA GOVERNMENT-WIDE EXPENSES BY FUNCTION Last three fiscal years (Unaudited) I Fiscal General Public Public Community Parks and Economic Non- I Year* Government Safety Works Services Recreation Development Departmental 2003 2,565,088 7,184,536 3,002,223 225,365 2,169,482 1,759,585 342,142 2004 2,725,137 7,538,277 2,482,819 67,324 2,255,231 1,683,025 333,669 2005 2,970,364 7,848,160 3,856,992 86,043 2,305,047 1,217,294 i i *Government-wide expenses are not available for years prior to 2003 i i I i j 116 Table 1 Interest on E. Brown Other Long-Term Municipal Golf Heritage Water Sanitary Storm Enterprise Debt Liquor Course Center Utility Sewer Drainage Funds Total 922,253 724,897 290,990 2,109,166 1,645,955 2,567,032 838,421 370,972 26,718,107 1,268,649 939,244 271,127 2,180,229 1,533,923 2,310,645 756,593 388,472 26,734,364 1,349,852 978,743 273,024 2,262,359 1,795,759 2,808,644 1,102,672 467,755 29,322,708 117 I� CITY OF BROOKLYN CENTER, MINNESOTA GOVERNMENT-WIDE REVENUES Last three fiscal years (Unaudited) Program Revenues Charges Operating Capital Fiscal For Grants and Grants and Property Tax Year* Services Contributions Contributions Taxes Increments 2003 10,802,128 1,627,020 1,079,134 10,407,613 3,527,881 2004 10,712,432 933,104 2,423,411 11,239,251 3,834,060 2005 11,804,863 795,633 2,398,345 11,288,883 4,216,246 *Government-wide revenues are not available for years prior to 2003 1 i I i I i i 118 Table 2 General Revenues Grants and Contributions Not Restricted Unrestricted Gain on Lodging Franchise to Specific Investment Sale of Taxes Fees Program Earnings Capital Assets Other Total 661,267 1,413,913 508,494 13,976 829,572 30,870,998 656,859 612,079 923,374 491,524 29,202 660,218 32,515,514 662,614 710,619 577,548 1,472,285 31,880 33,958,916 119 CITY OF BROOKLYN CENTER, MINNESOTA GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION Last Ten Fiscal Years (Unaudited) Fiscal General Public Public Community I Yeaz Government Safety Works Services 2 78 442 1 968 780 5 022,324 1,649,5 6 1996 1997 1,992,251 5,089,072 1,868,130 79,800 1998 2,133,829 5,137,108 1,955,108 73,066 2 257 957 5 336,622 1,904,205 83,295 I ]999 'i 2000 2,421,762 5,437,360 2,100,865 95,148 2001 2,504,392 5,660,600 2,142,064 106,034 2002 2,553,426 6,184,663 1,986,692 103,491 2003 2,497,608 6,272,875 1,649,405 91,581 2004 2,585,597 6,642,254 1,679,440 67,324 2005 2,593,001 6,894,412 1,646,095 86,043 Note: Table includes General Fund only. Source: City Finance Department records i I 120 Table 3 Admin. Other Parks and Economic Non- Services Financial Recreation Development Departmental Reimbursement Uses Total 2,282,054 201,600 317,148 (611,534) 10,908,340 2,186,686 248,779 311,436 (661,058) 624,637 11,739,733 2,075,180 313,792 312,625 (731,737) 1,427,001 12,695,972 2,132,511 383,927 343,925 (670,390) 1,591,039 13,363,091 2,216,098 397,507 419,789 (795,737) 1,532,238 13,825,030 2,205,018 392,805 372,056 (767,504) 1,661,877 14,277,342 2,026,409 340,659 366,282 (596,541) 1,863,910 14,828,991 2,068,034 316,059 332,608 (607,221) 2,194,655 14,815,604 1,981,998 311,698 333,669 (784,084) 1,465,464 14,283,360 2,062,134 337,575 315,355 (754,085) 625,000 13,805,530 r 121 CITY OF BROOKLYN CENTER, MINNESOTA GENERAL GOVERNMENTAL REVENLJES AND OTHER FINANCING SOURCES BY SOURCE Table 4 Last Ten Fiscal Years (Unaudited) General Other Fiscal Property Licenses Inter- Charges for Court Financing Year Taxes and Permits governmental Services Fines Miscellaneous Sources Total 1996 $6,120,877 402,000 $3,618,075 839,583 186,761 328,750 100,000 $11,596,046 1997 6,327,890 485,232 3,811,900 757,640 I83,270 458,&31 100,000 12,124,763 1998 7,949,744 549,067 3,875,392 771,614 193,688 425,319 13,764,824 1999 8,219,491 763,960 3,911,480 739,054 205,460 194,353 14,033,798 i 2000 8,'745,172 632,549 4,076,169 779,060 180,676 234,740 14,648,366 2001 8,411,513 788,629 4,135,282 688,453 230,408 697,886 14,952,171 2002 11,257,003 823,996 2,843,629 575,748 278,557 312,303 16,091,236 2003 10,799,074 827,685 1,948,45? 678,875 290,408 358,411 14,902,910 2004 10,025,495 678,077 1,419,210 678,057 254,980 179,910 13,235,729 2005 11,128,796 675,530 1,135,644 721,054 253,748 194,986 21,274 14,131,032 *State aids were reduced for cities in 2002. Cities were permitted to levy back the aid reductions within specific limitations. Note: Table includes General Fund only. Source: City Finance Department records. 122 CITY OF BROOKLYN CENTER, MINNESQTA SPECIAL ASSESSMENT BILLINGS AND COLLECTIONS Table 5 Last Ten Fiscal Years (LJnaudited) Percent Current Collections Total Special Percent Collection Collections Fiscal Assessment of of Prior Total to Current Year Billings Amount Billings Years Collections Levy 1996 485,019 459,316 94.70% 4,617 463,933 95.65% 1997 498,022 475,080 9539% 2,470 477,550 95.89% 1998 541,477 524,609 96.88%. 24,870 549,479 101.48% 1999 688,691 657,537 95.48% 34,532 692,069 100.49% 2000 900,481 861,888 95.71% 20,620 882,508 98.00% 2001 868,414 787,769 90.71% 20,620 808,389 93.09% 2002 927,799 863,460 93.07% 65,678 929,138 100.14% 2003 1,064,631 1,018,908 95.71% 75,045 1,093,953 102.75% 2004 966,412 920,604 95.26% 44,563 965,167 99.87% 2005 973,344 928,842 95.43% 52,512 981,354 100.82% 123 CITY OF BROOKLYN CENTER, MINNESOTA Table 6 COMPUTAT'ION OF LEGAL DEBT MARGIN I I December 31, 2005 (Unaudited) December 31, 2005 I Market Value 1,944,996,000 licable Debt Limit Percenta e 2% APP g Debt Limit 38,899,920 Amount of Debt Applicable to Debt Limit: i Total Bonded Debt 29,365,000 Less: Special Assessment Bonds (4,720,000) State Aid Street Bonds (295,000) Tax Increment Bonds (19,305,000) Total Debt Applicable to Debt Limit 5,045,000 i Legal Debt Margin 33,854,920 Source: City Finance and Assessing Department records f i 124 CITY OF BROOKLYN CENTER, MINNESOTA RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR GENERAL Table 7 BONDED DEBT TO TOTAL GENERAL FUND EXPENDITURES Last Ten Fisca! Years (Unaudited) Total Debt Service Total General as a Percent Fiscal Debt Fund of General Year Principal Interest Service Expenditures Expenditures 1996 5,125,000 1,106,661 6,231,661 10,908,340 57.13% 1997 1,135,000 1,017,128 2,152,128 11,7�9,733 18.33% 1998 1,285,000 1,244,923 2,529,923 12,695,972 19.93% 1999 2,085,000 1,323,609 3,408,609 13,363,091 25.51% 2000 3,970,000 1,282,512 5,252,512 13,825,030 37.99% 2001 2,805,000 1,149,623 3,954,623 14,277,342 27.70% 2002 3,000,000 1,034,139 4,034,139 14,828,991 2720% 2003 3,220,000 905,518 4,125,518 14,815,604 27.85% 2004 3,520,000 881,016 4,401,016 12,817,896 3433% 2005 2,535,000 1,214,752 3,749,752 13,180,530 28.45% Source: City Finance Department records Amounts for 1996 are higher because of the defeasance of the Tax Increment Bonds of 1985. 125 CITY OF BROOKLYN CENTER, MINNESOTA MISCELLANEOUS STATISTICAL DATA Table 8 December 31, 2005 Page 1 of 2 (Unaudited) i i 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 i Miles of streets: Ci�, 105.8 County 6.49 State 10.79 Miles of sidewalks 46.2 Miles of trails 21.6 Miles of storm sewers 72 Number of street lights: Owned by NSP g Owned by City 1,037 City employees as of December 31, 2005: Authorized regular full-time 150 Temporary or part-time 120 Total 270 Fire protection: Number of stations 2 Number of full-time employees 1 Number of volunteer firefighters 40 Police protection: Number of stations 1 Number of sworn police officers 42 Number of other full-time employees 15 Number of part-time employees 8 I26 i CITY OF BROOKLYN CENTER, MINNESOTA MISCELLANEOUS STAT'ISTICAL DATA Table 8 December 31, 2005 Page 2 of 2 (Unaudited) Parks and Recreation: Park property totals 527 acres developed to serve a wide variety of recreational interests. The areas include playlots, playgrounds, playfields, trails, nature areas and an arboretum. Archery range 1 Playgrounds 19 Park shelters g Picnic shelters 10 Ice skating rinks 6 Hockey rinks 5 Softball diamonds 18 Baseball diamonds 5 Tennis courts 14 Basketball courts 19 Football/soccer fields 3 Municipal water plant: Number of connections 8,890 Average daily consumption in gallons 3,396,293 Peak daily consumption in gallons 8,255,000 Plant capacity gallons per day 17,652,000 Miles of water mains 120 Number of fire hydrants 878 Number of wells 9 Number of elevated reservoirs 3 Storage capacity in gallons 3,000,000 Water rate per thousand gallons $1.070 Municipal sewer plant: Number of connections 8,804 Miles of sanitary sewer 100.5 Daily disposal capacity in gallons 10,938,240 Number of lift stations 10 Residential rate per quarter $5 Municipal liquor stores (off-sale): Number of leased stores 2 2005 sales $4,610,091 Elections: Last general election November 5, 2002 Registered voters 16,676 Votes cast 10,678 Percentage of registered voters voting 64.03% Last municipal election November 2, 2004 Registered voters 1'7,776 Votes cast 13,803 Percentage of registered voters voting 77.64% 127 CITY OF BROOKLYN CENTER, MINNESOTA TAX LEVIES AND TAX COLLECTIONS Table 9 Last Ten Fiscal Years (Unaudited) Collections Percentage Collections of Current of Levy of Prior Total Delinquent Yeaz's Taxes Collected Year's Taxes Collections Delinquent Taxes as Year Tax During Fiscal During During Total as Percent of Taxes Percent of Collected Levy Period Fiscal Period Fiscal Period Collections Tax Levy Receivable Tax Levy 1996 $6,495,206 6,358,392 97.89% $(11,917) $6,346,4�5 97J1% 208,862 3.22% 1997 6,746,487 6,626,336 98.22% (57,329) 6,569,007 97.37% 186,089 2.76% 1998 7,686,521 7,643,080 99.43% (51,327) 7,591,753 98.77% 146,907 1.91% 1999 7,896,858 7,824,214 99.08% 30,110 7,854,324 99.46% 165,926 2.10% 2000 8,099,965 8,044,715 9932% 178,306 8,223,021 101.52% 75,070 0.93% 2001 8,420,298 8,119,854 96.43% (36,320) 8,083,534 96.00% 414,608 4.92% 2002 10,442,170 10,232,645 97.99% 219,067 10,451,712 100.09% 329,237 3.15% 2003 10,355,287 10,048,178 97.03% 214,252 10,262,430 99.10% 391,585 3.78% 2004 10,778,957 10,300,458 95.56% 273,794 10,574,252 98.10% 580,140 5.38% 2004 11,319,018 11,139,977 98.42% 460,701 11,600,678 102.49% 227,849 2.01% Source: City Finance Department Records Beginning in 2002, current ta�c collections include the market value homestead credit 128 i This page has been left b/ank intentiona//y. 129 CITY OF BROOKLYN CENTER, MINNESOTA ASSESSED VALUE AND ESTIMATED MARKET VALUE OF ALL TAXABLE PROPERTY Last Ten Fiscal Years (Unaudited) Assessment Year 1996 1997 1998 1999 Population 28,502 28,515 28,535 28,535 Real property: Tax capacity: City: Residential $9,485,333 $9,182,859 $9,309,893 $9,976,862 Nonresidential 12,837,157 11,082,436 10,657,588 11,002,424 Area-wide allocation (586,003) 226,287 537,406 1,504,330 21,736,487 20,491,582 20,504,887 22,483,616 Less taac increment district 1,495,154 1,665,054 2,054,659 2,533,878 Total assessed value 20,241,333 18,826,528 18,450,228 19,949,738 Estimated market value 976,115,400 1,010,170,000 1,085,605,600 1,164,801,300 Personal property: Assessed value 573,984 502,668 452,849 437,707 Estimated market value 12,477,900 12,566,700 13,006,300 13,053,100 Assessed value as a percent of estimated market value 2.11% 1.89% 1.72% 1.73% Per capita valuations: Assessed value $730 $678 $662 $��4 Estimated market value $34,685 $35,867 $38,501 $41,278 Source: City Assessing Department and Hennepin County records The Metropolitan Council is the source of population estimates. 130 Table 10 2000 2001 2002 2003 2004 2005 29,172 29,172 29,172 29,185 29,185 29,185 $8,928,738 $8,495,196 $9,362,'788 $10,532,558 $12,177,307 $13,942,981 ]4,093,094 9,225,991 9,430,533 9,821,308 9,903,157 9,475,576 746,43 8 635,875 875,145 1,097,596 1,023,618 1,161,174 23,768,270 18,357,062 19,668,466 21,451,462 23,104,082 24,579,731 3,296,624 2,450,218 2,538,825 3,134,417 3,122,665 2,559,620 20,471,646 15,906,844 17,129,641 18,317,045 19,981,417 22,020,111 1,311,055,600 1,475,520,200 1,659,884,400 1,840,115,300 1,944,996,000 2,020,425,900 452,680 262,882 273,072 280,568 294,377 298,953 13,593,500 13,312,100 13,927,600 13,927,600 15,003,100 15,240,200 1.5 8% 1.21 1.03% 1.00% 1.03% 1.09% $717 $618 $597 $697 $695 $765 $45,408 $51,036 $57,377 $63,078 $67,188 $69,782 131 CITY OF BROOKLYN CENTER, MINNESOTA DIltECT AND OVERLAPPING TAX RATES Last Ten Fiscal Years (Unaudited) Tax Rates in Tax Capacity Rates School Districts y No. 286 No. 279 No. 281 Collectible City Earle Brown Osseo Robbinsdale 1997 32.875 56260 62.666 63.757 1998 35.214 51.567 56386 65.350 1999 36.269 59.807 54.337 47.716 2000 34.645 44.356 53.284 48.492 2001 35.996 47.139 56.764 46.678 2002 58.901 26338 30.213 30.092 2003 54.021 49.817 35.042 29.179 2004 52.437 39.892 23.709 34.258 I 2005 51.723 36.159 24.336 29.989 2006 48.069 39.781 21.815 28.489 r 132 Table 11 Hennepin County Total City, School, and County No. 11 Special No. 286 No. 279 No. 281 Na l 1 Anoka Disiricts Earle Brown Osseo Robbinsdale Anoka 55.588 42.174 131.309 137.715 138.806 130.637 51.824 45.869 132.650 137.469 146.433 132.907 54.856 50.276 146352 140.882 134.261 141.401 51.792 37.679 127.806 136.743 131.942 135.242 52.224 45.803 128.93 8 13 8.583 128.477 134.023 29.082 57.795 143.034 146.788 146.909 145.778 26.941 58364 162.202 147.427 141.564 139.326 21.050 51310 148.397 132.214 142.763 129.555 21.492 48.250 139.436 127.613 133.266 124.769 20.046 48.087 128.866 110.900 117.574 109.131 i 133 CITY OF BROOKLYN CENTER, MINNESOTA RATIO OF NET BONDED DEBT TO ASSESSED VALLJE AND Table 12 NET BONDED DEBT PER CAPITA Last Ten Fiscal Years (Unaudited) I Less Ratio of Amounts Net Bonded Net Tax Gross in Debt Net Debt to Bonded Fiscal Estimated Capacity Bonded Service Bonded Tax Capacity Debt Per Year Population Value Debt�'� Fund Debt Value Capita 1996 28,502 20,815,317 1997 28,515 19,329,196 7,900,000 82,056 7,817,944 40.45% 274.17 1998 28,535 18,90�,047 7,900,000 616,778 7,283,222 38.5�% 25524 1999 28,535 20,387,445 7,575,000 725,868 6,849,132 33.59% 240.03 2000 29,172 20,924,326 7,175,000 725,930 6,449,070 30.82% 221.07 2001 29,172 18,357,062 6,760,000 831,651 5,928,349 32.29% 20322 2002 29,172 18,793,321 6,325,000 871,970 5,453,030 29.02% 186.93 2003 29,185 19,066,393 5,875,000 958,509 4,916,491 25.79% 168.46 2004 29,185 20,634,434 10,450,000 5,898,383 4,551,617 22.06% 155.96 2005 29,185 22,374,841 5,045,000 1,054,230 3,990,770 17.84% 136.74 Source: City Finance Department and Hennepin County records Amount does not include tax increment, state aid street, special assessment, or revenue bonds. 134 j CITY OF BROOKLYN CENTER, MINNESOTA COMPUTATION OF DIRECT AND OVERLAPPING DEBT Table 13 December 31, 2005 (Unaudited) Governmental Unit City's Share Gross Debt Percent Amount Direct Debt City of Brooklyn Center $5,045,000 100.00% $5,045,000 Overlapping debt: School Districts: No. 11 Anoka 187,372,115 1.60% 2,997,954 No. 279 Osseo 258,270,000 5.15% 13,300,905 No. 281 Robbinsdale 221,100,000 5.00% 11,055,000 No. 286 Earle Brown 30,400,000 100.00% 30,400,000 Metropolitan Council 209,125,000 0.68% 1,422,050 Hennepin County 376,230,000 1.50% 5,643,450 Hennepin Regional RR Authority 46,795,000 1.50% 701,925 Hennepin County Park Reserve District 50,660,000 1.98% 1,003,068 Total overlapping debt 934,310,000 50,225,493 Total iiirect and overlapping debt $939,355,000 $55,270,493 Direct Overlapping Total Debt Debt Comnarative Net Debt Ratios Chareeable to Citv Debt to tax capacity value $22,374,841 247.02% 22.55% 224.47% Debt to market value $1,944,996,000 2.84% 4.26% 2.58% Per capita debt, population 29,185 $1,893.80 $172.86 $1,720.94 Source: City Finance Department, Hennepin County, and I.S.D. #11 records. Includes only general obligation debt which is repaid through property taxes, net of refunded bonds. 135 CITY OF BROOKLYN CENTER, MINNESOTA PRINCIPAL TAXPAYERS Table 14 i 2005 (Unaudited) of Total City 2005 Net Tax Capacity Taxpayer Type of Business Ta�c Capacity Va1ue Talisman Brookdale, LLC Shopping Center $952,960 430% I Target Stores Retail 412,350 1.86% Regal Cinemas, Inc. Theater 229,250 1.03% Brookdale Corner, LLC Retail 195,250 0.88% BCC Associates, LLC Office 191,250 0.86% i Hennepin County Hotel Ass'n Hotel 183,250 0.83% Twin Lake North Apartment 182,900 0.83% Medtronic Industrial 173,238 0.78% B.C. Leased Housing Apartment 150,738 0.68% Sears Roebuck and Co. Department Store 150,220 0.68% Total Market Value $2,821,406 12.73% Total City Tax Capacity $22,164,418 Source: City Assessing Department records I i 136 CITY OF BROOKLYN CENTER, MINNESOTA PROPERTY VALUE AND CONSTRUCTION Table 15 Last Ten Fiscal Years (Unaudited) Commercial New Residential Building Permits Issued Construction Construction Property Value Estimated Year Number Cost Value Units Value Commercial Residential Non-Taxable 1996 607 $16,647,400 $12,527,095 18 $1,126,000 284,786,600 703,806,700 $108,473,400 1997 796 18,274,806 10,905,475 3 225,000 287,163,000 '722,917,000 111,226,700 1998 1,482 23,216,525 14,261,800 4 612,900 314,457,700 770,883,400 152,964,200 1999 1,745 44,188,569 10,528,100 7 679,600 333,929,200 832,334,600 155,999,500 2000 1,299 20,450,844 13,254,213 3 311,800 358,293,500 837,022,400 164,002,100 2001 956 63,947,218 10,750,000 4 464,000 367,026,000 970,653,400 65,437,000 2002 976 58,089,510 18,680,014 10 1,335,000 529,390,100 1,130,494,300 163,517,000 2003 886 53,918,257 25,423,800 9 1,370,100 557,643,000 1,251,467,299 169,892,900 2004 792 21,613,050 15,653,457 15 1,616,000 567,637,200 1,377,358,800 225,988,400 2005 1,043 19,004,355 29,050,900 17 2,328,500 551,962,600 1,468,463,300 234,941,300 Source: City Finance, Assessing and Community Development Department records. Additional $13,517,100 of improvement value from exempt properties included 137 CITY OF BROOKLYN CENTER, MINNESOTA DEMOGRAPHIC STATISTICS Tabie 16 Last Ten Fiscal Years (Unaudited) I I School Enrollments City Minneapolis No.286 Fiscal Unemployment St. Paul No. 11 No. 279 No. 281 Earle Year Population Rate C.P.I. Anoka Osseo Robbinsdale Brown 1996 28,502 3.0% 3.1% 39,874 21,664 14,099 1,664 0 2. 40 402 21 992 14 O10 1,746 1997 28,515 23 /0 5 /o 1998 28,535 1.9% 2.0% 40,923 22,028 13,966 1,788 1999 28,535 2.4% 2.2% 40,964 22,171 13,800 1,734 2000 29 172 3.0% 2.6% 41 314 22 017 13,706 1,682 i 2001 29172 3.9% 3.3% 41419 22,041 13,754 1,724 2002 29,172 4.8% 4.2% 41,383 21,824 13,656 1,732 2003 29,185 5.9% 1.7% 41,254 21,698 13,765 1,732 2004 29,185 5.7% 4.4% 41,592 21,620 16,196 1,691 2005 29,185 5.4% 4.4% 41,596 21,792 13,368 l,679 Source: Metropolitan Council Source: Minnesota Department of Economic SecuriTy; average rate for the past year Source: U.S. Bureau of Labor Source: Minnesota Department of Children, Families Learning (Brooklyn Center has parts of these four Districts within the City) 138 CITY OF BROOKLYN CENTER, MINNESOTA SCHEDULE OF REVENLTE BOND COVERAGE Table 17 Last Ten Fiscal Years (Unaudited) Net Non- Net Revenue Operating Operating Gross Revenue to Debt Year Revenue Revenue Revenue Expenses��� Available Principal Interest Total Service Storm Drainaee Fund 000 86 390 196 390 3.39 :l I996 $822,98Q $47,363 $870,343 $204,969 $665,374 $110, 1997 856,920 130,651 987,571 198,662 788,909 155,000 79,754 234,754 336:1 1998 940,012 916,860 1,856,872 199,694 1,657,178 165,000 72,227 237,227 6.99:] 1999 999,867 1,257,928 2,257,795 156,562 2,101,233 170,000 64,193 234,193 8.97 :l 2000 1,074,619 313,068 1,387,687 154,183 1,233,504 180,000 59,144 239,144 5.16:1 2001 1,129,502 280,740 1,410,242 157,110 1,253,132 190,000 53,166 243,166 S.15:] 2002 1,377,638 435,548 1,813,186 231,741 1,581,445 200,000 36,701 236,701 6.68:1 2003 1,264,512 148,854 1,413,366 295,522 1,117,844 210,000 24,990 234,990 4.76:1 2004 1,276,778 21,212 1,297,990 228,974 1,069,016 220,000 25,835 245,835 4.35:1 2005 1,107,809 47,475 1,155,284 560,457 594,827 230,000 6,210 236,210 2.52:1 Source: City Finance Department records. Excludes depreciation and interest on bonds. 139 i CITY OF BROOKLYN CENTER, MINNESOTA SCHEDULE OF INSURANCE COVERAGE Table 18 Effective December 31, 2005 Page 1 of 2 (Unaudited) Policy Period Type of Coverage and Details From To Liability Limits I. Statutorv Liabilitv to Emnlovees a. Worker's Compensation (participant in the O1/O1/OS 12/31/OS Statutory Limits League of Minnesota Cities Insurance Trust Self-Insured Workers' Compensation Program) II. Liabilitv to the Public a. Comprehensive general liability includes the following additional coverages: (a) All employees as additional insureds (b) Personal injury coverage to include false arrest, libel, slander, wrongfu! entry or eviction, or invasion of right of privacy. (c) Broad contractual liability (d) Products liability (e) Public officials' liability (1) Bodily injury 04/Ol/OS 04/O1/06 $1,000,000 occurrence (2) Property damage 04/O1/OS 04/Ol/06 $1,000,000 occurrence (3) Personal injury 04/O1/OS 04/O1/06 $1,000,000 occurrence b. Automobile liability, comprehensive 04/O1/OS 04/O1/06 (1) Bodily injury $1,000,000 occurrence (2) Property damage $1,000,000 occunence (3) Uninsured motorist $1,000,000 occurrence c. Liquor stores' dram shop O1/O1/OS 011O1/06 $1,000,000 occurrence $1,000,000 annual aggregate d. Golf Course and Central Park liquor liability O1/O1/OS O1/O1/06 $1,000,000 occurrence $1,000,000 annual aggregate e. Personal accident, Volunteers 04/O1/OS 04/01/06 $100,000 accidental death $100,000 permanent impairment $400/week short-term disability $1,000 medical $SOO,Q00 per accident 140 I CITY OF BROOKLYN CENTER, MINNESOTA SCHEDIJLE OF INSURANCE COVERAGE Table 18 Effective December 31, 2003 Page 2 of 2 (Unaudited) Buildings, Structures, Policy Period and Contents Type of Coverage and Details From To (Replacement Cost) III. Insurance on Citv Pronertv 04/O1/OS 04/O1l06 a. Public and institutional property, all risk, blanket $58,826,268; $2,500 deductible replacement value on buildings. Annual aggregate limit of 1,000,000 on ter► (1) Civic Center/City Hall $14,937,300 (2) EastFireStation $1,633,550 (3) West Fire Station $3,499,180 (4) Municipal Service Garage $3,589,720 (5) Municipal Garage Property in the Open $75,460 (6) Elevated Water Towers 3 locations $4,402,550 (7) Park Shelter Buildings 9 locations $846,875 (8) Pump Houses 8locations $1,189,405 (9) Lift Stations 9 locations $1,740,725 (10) Meter Station $21,800 (11) Salt Storage Building $543,715 (12) Outdoor lighting systems 7locations $351,900 (13) Leased Liquor Store BC Liquor #1 $498,000 (14) Leased Liquor Store BC Liquor #2 $500,000 (14) Pedestrian Bridge 121ocations $2,117,295 (15) Picnic Shelters 10 locations $311,745 (16) Earte Brown Heritage Center $11,913,750 (17) Centerbrook Golf Course Club House $440,200 (18) Centerbrook Golf Course Garage $52,250 (19) Lions Park Concession Stand $45,950 (20) Police Station $5,894,950 (21) Centerbrook Golf Course Maintenance Building $225,000 (22) Centerbrook Golf Course Storage Building $105,200 (23) Centerbrook Golf Course Property in the Open $100,000 (24) Parks Property in the Open $655,775 Liability Limits b. Boiler and machinery 04/O1/OS 04/Ol/06 $40,833,515 Boiler Limit $2,500 deductible c. Automotive physical damage 04/O1/OS 04/O1/06 (1) Comprehensive ACV $2,500 deductible (2) Collision ACV $2,500 deductible IV Criminal Acts a. Faithful performance blanket position $500,000 per occurrence b. Money and securities (broad form) Various c. Depositor's forgery $100,000 141 i I i 1 i This page has been /eti� b/ank intentiona//y. k i 142 i