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HomeMy WebLinkAbout2005 05-16 CCP Joint Work Session with Financial Commission AGENDA CITY COUNCIL FINANCIAL COMMISSION JOINT WORK SESSION May 16, 2005 6:30 P.M. Council Commission Conference Room 1. Presentation by Auditor of 2004 Audit and Comprehensive Annual Financial Report 2. Review of Previous Budget Prioritization 3. Review of 2006 Budget Dates: a. August 15 b. September 12 Preliminary General Fund Levy Budget Adoption c. October 3' Enterprise Funds d. November 21 st e. December 5 th Truth in Taxation hearing f. December 12 Budget Adoption 4. Overview of 2006 Issues a. Additional Loss of Local Government Aid b. Revenues i. Real Estate Tax Levy for Operations ii. 1995 Street Bond levy c. Expenditures i. Personnel 1. Wages benefits 2. PERA increases 3. Dispatch ii. Utilities 5. Prioritization/Focus for 2006 Budget Development 6. Adjourn City of Brooklyn Center A Millennium Community To: Mayor and Council Members Financial Commission From: Michael J. McCauley City Manager Date: May 10, 2005 Re: Joint Work Session AGENDA ITEM 1. AUDIT The first part of the joint meeting will be a review of the DRAFT 2004 audit report by the City's audit firm, Tautges Redpath. The final audit report and Comprehensive Annual Financial Report will be made in June at a regular City Council meeting. 2006 BUDGET DISCUSSION In May, the City Council and Financial Commission are asked to provide general direction on the development of the draft General Fund budget documents. The draft budget is developed to address priorities that have been developed. A general sense of the goals for the 2006 budget and the rough parameters of revenue capacity are needed to give departments direction on the development of budget requests. If the City Council has general or specific matters that it wants reviewed and analyzed for the budget, identification of those issues at the beginning of the budet development process aids in that process and allows staff time to develop appropriate scenarios for Council and Commission review. As indicated in the agenda, the meeting will review the general directions taken last year. The 2005 budget was essentially a continuation of the reduction strategies employed in 2004 2003. The underlying principle guiding the reduction in service was to eliminate whole activities and to reduce core operations at the margins so as to retain effective core services, rather than to cut all services /activities across the board. A sense of doing what is done at an effective level was seen as more beneficial /effective than doing more things poorly. AGENDA ITEM 2. REVIEW OF PREVIOUS BUDGET PRIORITIZATION 2005 REVENUE OVERVIEW For 2005, the General Fund budget increased $408,820, following a 2004 decrease of $777,519 in operations. 6301 Shingle Creek Parkway Recreation and Community Center Phone TDD Number Brooklyn Center, MN 55430 -2199 (763) 569 -3400 City Hall TDD Number (763) 569 -3300 FAX (763) 569 -3434 FAX (763) 569 -3494 www.cityofbrooklyncenter.org General Fund Revenues 2005 Real Estate Taxes 73.4% Interest 1.1% Court Fines 1.7% Rec. Comm. Center Fees 4.6% Charge for Service 0.2% State Aids L 7.9% Public Safety Charges Licenses Permits 0.1% 5.1 Misc. Taxes Misc. Revenue 4.8% 1.1% 2005 EXPENDITURE OVERVIEW The budget continued the reductions implemented in 2004 after a lengthy prioritization process. The continuation of the 2004 cuts and priorities reflected in the 2005 budget were: The budget for all operations provides for 150 full time positions in all funds, a decrease of 6 positions from the 2003 budget. Three full time positions were eliminated in the 2003 budget. The mix of full time and part -time employees is an ongoing process of balancing needs and the best mechanisms to meet those needs through personnel configurations. In 2005, one street position is shifted from the General Fund to the Stormwater Fund to reflect the costs of street sweeping that relate to improving storm water quality. Maintains Police Patrol at full strength Maintains Fire Operations Maintains general operations as reduced in 2004 Continues reductions is: Street and Park maintenance Reduced seasonal hiring Not replacing positions vacated in 2003 05/11/2005 Page 2 of 5 Reduced use of portable toliets o Retains Senior Transportation Staffing for Earle Brown Days committee Support for Earle Brown Days parade Funding for REACH added to the 2005 budget o Provides no funding for: PRISM medical transportation funding in the 2004 budget (service may be continued in 2004 through an additional transfer in 2003) North Hennepin Mediation Services DARE o Reduced levels in the following areas are continued: Pool hours Programming for Seniors Youth after school Lks Recreation programs Ice Reduced to 5 rinks Eliminates warming houses altogether City Watch newsletters from 6 to 4 issues annually Entertainment in the parks and fireworks are held to the extent donations are received Agenda Item 3. Review of 2006 Budget Dates: The budget meeting dates were established with the 2005 City Council calendar adoption. We have generally started with the General Fund and done the Enterprise and Capital Funds at the end of the process. State law requires adoption of a preliminary tax levy by the 2 week of September. (There is a legislative proposal to accelerate that date to the 1 St week of September.) The final levy adopted in December may be lower than the preliminary levy adopted in September. The final levy may not be higher than the preliminary levy. The preliminary levy is sent out with the Truth in Taxation notices. With the exception of the September 12 December 5 and December 12 meetings, all meetings are joint work sessions of the City Council and Financial Commission at 6:30 p.m. If there are any changes that should be made to the schedule, they can be proposed at any point in the budget process. Agenda Item 4. Overview of 2006 Issues a. The most significant influence on the General Fund continues to be the reduction in Local Government Aid. After losing $1.68 Million in Local Government Aid in 2004 05/11/2005 Page 3 of 5 with the ability to levy back only 60% of that lost aid and no levy for inflation, the City lost an additional $310,422 in Local Government Aid in 2005. Based on joint meetings with the Financial Commission, the City Council adopted a levy that levied a 3.10% increase for operations and levied back the amount of aid that was lost in 2005. The estimated Local Government Aid for 2006 will not be provided by the State until mid summer. At this point, we have no information on additional cuts to Brooklyn Center and anticipate no increase in State assistance. b. Revenues i. Real estate taxes are the largest source of revenue in the General Fund (73 and the only significant source of new revenue to meet future cost increases. Many of our license fees are limited by State statute such as liquor licenses and amusement devices. Building permit revenues are cyclical and may need to be adjusted downward in the budget projections. We have increased fees at the Community Center and for programs. Interest earnings have been very modest over the past years due to low interest rates. The reduction in the General Fund balance will impact interest earnings. ii. A 3% increase in real estate taxes generates approximately 300,000 or a 2.3% increase in General Fund revenues. iii. In 2005, the 1995 Street bonds will be retired. This is the 2 last issue that included a levy for the City's portion of street reconstruction prior to the City Council's acceptance of the recommendation to discontinue the use of general obligation debt. The debt service levy in 2005 for the 1995 bonds is $73,000. The levy for operations could increase by $73,000 without itself increasing total taxes. Conversely, if the $73,000 was not added to General Fund operations, it would reduce the overall levy by $73,000. c. Expenditures i. Personnel 1. For 2006 we are projecting the cost for increased wages and insurance contributions at roughly $295,000 in the General Fund. 2. Unknown is whether the Legislature will increase employee and employer contributions to PERA (Public Employee Retirement Association). The increases being proposed for employers are: a. From 5.57 of salary to 7 of salary for the coordinated plan. The cost would be approximately $78,000. Current discussion would phase this in over 4 years. b. From 9.3% of salary to 13.5% of salary for Police Fire PERA. The cost would be approximately $120,000. Current proposals would impose the total increase in one year, without 05/11/2005 Page 4 of 5 a phase in. 3. Shifting dispatch to Hennepin County will result in over $100,000 in savings in 2006. The greater impact will occur in the 2007 budget. ii. Utilities and fuel 1. Utilities and fuel costs have increased due to increased energy costs. a. Utilities and fuel costs were $58,000 over budget in 2004 and costs are higher in 2005. Agenda Item 5. Prioritization and Focus for 2006 Budget Development As indicated above, this meeting in May is to provide direction for developing the Draft General Fund budget so that City Council and Financial Commission priorities or issues can be addressed in the Draft document. Priorities 1. Maintain those developed previously? 2. Different priorities? b. Programs c. Other 05/11/2005 Page 5 of 5 2000 -2005 General Government'` Public Safety Community Development Public Works Social Services 2000 Parks Recreation 2005 Convention Tourism Risk Management Unallocated Dept. Transfers to Technology F $0 $1 $2 $3 $4 $5 $6 $7 Millions Expenditures General Government Public Safety Nmr Police Fire Bonds Community Development Public Works Social Services i Parks Recreation Convention Tourism Risk Management 1997 1998 Unallocated Dept 0 1999 E 2000 Reimbursement from Other Funds 2001 2002 2003 Transfers to Capital Projects 2004 2005 Transfers to Debt Service -2 1 0 1 2 3 4 5 6 7 Millions Groupings 2003 2004 200 'Mayor City Council $134 $128 $129 City Manager $205,689 $185 $191,504 City Clerk $164,505 $168 $171,414 Finance $675,467 $704,193 $708 'Legal $25000 $250,000 $265,000 Human Resources $225 $223,245 $220 Other Gen. Gov't. $1 $1 $1 Police $5,452 $5,331 $5 7 636 1 664 Fire $707 $692 $721 Inspections $293 $326 $341 Emergency Prep. $61,706 $63 $64,295 Public Works Admin. $575 $456,764 $495 Maintenance Streets $1 $1 $1 'Social Services $93 $73 $79,790 CARS Administration $154 $150 $159,214 Recreation Admin $1 $1,028 $1 Maintenance Parks $1 $865 $866 Convention Tourism $339 $330 $304 Unallocated ($276,868) ($370,280) ($362,547) Other Financing $1,648,494 $2500 $70 $15 $12,982,258 $1353911,078 Operating, Debt HRA Levies State Aids 2002 2003 ■Operating Levy State Aids HRA Levy 2004 F7 Debt Service Levy 2005 $0 $5 $10 $15 Millions General Fund Expenditures by Type 2005 Personnel Costs 68.6% i Capital Outlay 0.4% Transfers to Other Funds 0.5% Contingency 0.3% Utilities 3.2% Insurance 1.2% Central Garage 1 6.6% Cost of Sales 0.1% Other Contractual 8.8% Supplies 3.5% Repair. rental Services 2.1% 2.8% J Communications 1.8% General Fund 2005 City Manager Mayor Council 1.4% 0.9% City Clerk Convention Tourism i' 1.3% 2.2% Finance Park Maint. 5.2% 6.3% Legal r 1.9% Human Res. Recreation Admin' 1.6 °!0 7.7% CARS Admin. 1.2% a` Other Gen. Gov't. Social Services 7.8% 0.6% i Maintenance Streets 8.9 I Public Works Admin. 3.6% Emergency Prep. 0.5% Inspections 2.5% Fire 5.3% Police 41.2% Memorandum Date: 13 May 2005 To: Michael McCauley City Manager From: Daniel Jordet Director of Fiscal Support Service Re: Draft of Financial Statements for A Presented with this memorandum is a draft copy of the financial statements for the fiscal year ended 31 December 2004. These statements, along with a transmittal letter, a Management Discussion Analysis section and a collection of statistical data tables, make up the Comprehensive Annual Financial Report or CAFR. The CAFR will be presented for consideration by the City Council at the first regular meeting in June of this year. A draft copy of the financial statements is being presented along with a draft copy of the audit management letter, in order to give policymakers an orientation to the financial condition of the City prior to the start of the 2006 budget process. With the major changes in funding sources that have affected City budgets the past three fiscal years, it is imperative that we convey the best possible understanding of our financial condition while preparing to set the priorities for the 2006 fiscal year. While losses of Local Government Aid (LGA) and calls for property tax relief have reduced the revenues available for general operations,' the expectations for service and responsiveness from our organization have continued to grow. This makes it very important that we understand the resources available to us as we begin to set priorities for 2006 and future years. HLB Tautges Redpath, our audit firm for the past three years, will be present at Monday evening's meeting to review the information contained in the financial statements and assist us in responding to questions for the City Council and Financial Commission. 'Revenues available for General Fund Operations 2002 16,091,236 2003 15,408,271 2004 13,235,729 2005 13,391,078 Source: Comprehensive Annual Financial Reports 2002, 2003, 2004 and Budget 2005 for the City of Brooklyn Center. CITY OF BROOKLYN CENTER, MINNESOTA AUDIT MANAGEMENT LETTER December 31, 2004 1 1 jig To the Honorable Mayor and Members of the City Council City of Brooklyn Center, Minnesota We have completed the 2004 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. May 10, 2005 HLB TAUTGES REDPATH, LTD. Certified Public Accountants City of Brooklyn Minnesota Audit Management Letter Report Summary REPORT SUMMARY Several reports are issued in conjunction with the audit. A brief summary is as follows: Report Name Elements of Report Overview Required Reports Comprehensive Annual Financial Financial statements Report not yet issued Report (CAFR) Footnotes Sunolemental information Report on Compliance and a Internal controls over financial One reportable condition in Internal Control reporting internal control Compliance with laws, No findings of regulations, contracts and noncompliance with laws, grants regulations, contracts and grants State Legal Compliance Report Results of testing certain No findings of provisions of Minnesota noncompliance Statutes City of Minnesota Audit Management Letter Financial Statement Analysis FINANCIAL STATEMENT ANALYSIS The basic financial statements of the City of Brooklyn Center are presented in Statements 1 through 8 of the 2004 Comprehensive Annual Financial Report. Summary of Financial Activitv A summary of financial activity for 2004 is as follows: Increase Fund Balance (decrease) in (Deficit) Transfers Fund Balance/ Net Assets Fund Revenue Expenditures (Net) Net Assets 12/31/04 General $13,235,729 $12,817,896 ($1,465,464) ($1,047,631) $6,969,449 Special Revenue: Housing and Redevelopment Authority 223,523 (223,523) Economic Development Authority 331,980 556,140 223,523 (637) 1,488,129 Earle Brown TIF District 733,526 30,653 (876,000) (173,127) (1,858,494) TIF District No. 3 20,180,827 428,445 19,752,382 25,871,672 TIF District No. 4 228,060 246,644 (18,584) 88,181 Police Drug Forfeiture 27,492 76,952 (49,460) 24,708 CDBG City Initiatives Grant 375,476 346,893 28,583 135,981 Debt Service: General Obligation 777,446 735,497 41,949 949,658 Tax Increment 6,025 2,014,132 876,000 (1,132,107) 304,588 Special Assessment 1,161,890 1,231,691 (69,801) 5,907,073 Capital Projects: Capital Reserve Emergency 9,688 9,688 1,346,261 Capital Improvements 238,446 494,693 300,000 43,753 1,801,483 Municipal State Aid for Construction 701,608 (533,816) 167,792 598,373 Infrastructure Construction 1,841,371 3,901,906 2,588,626 528,091 757,270 Earle Brown Heritage Center Improvements 2,741 89,456 200,000 113,285 121,448 Street Reconstruction 621,536 620,464 1,242,000 1,525,891 Technology 27,868 56,444 295,000 266,424 541,424 Enterprise: Municipal Liquor 4,039,536 3,974,865 (125,000) (60,329) 1,158,223 Golf Course 289,360 271,127 18,233 967,545 Earle Brown Heritage Center 3,623,563 4,070,159 (200,000) (646,596) 8,986,203 Recycling and Refuse 215,328 222,821 (7,493) 86,444 Street Light Utility 210,095 165,651 (51,000) (6,556) 116,788 Water Utility 1,616,086 1,533,924 (631,440) (549,278) 9,968,383 Sanitary Sewer 2,931,056 2,310,645 (555,614) 64,797 10,465,062 Storm Drainage 1,297,990 765,647 (441,756) 90,587 11,543,662 Internal Service: Central Garage 1,197,190 1,168,066 29,124 6,804,861 Retirement 23,646 58,465 (34,819) (17,679) Compensated Absences 86,472 74,078 12,394 24,585 Total $56,255,554 $37,642,890 $0 $18,612,664 $96,677,172 2 �jj 11 City of Minnesota Audit Management Letter Financial Statement Analysis Property Taxes The City has consistently experienced a solid collection rate for property taxes. A summary of the tax levy, tax rate and collection rate for the last eight years is as follows: Tax Tax Unpaid Tax Collection Capacity Taxes as of Year Levy Rate Rate 12/31/2004 1996 $6,495,206 97.9% 30.344 1997 6,746,487 98.2% 32.875 1998 7,687,124 99.4% 35.214 27,760 1999 7,896,858 99.0% 36.269 1,451 2000 8,100,334 99.3% 34.645 1,133 2001 8,199,094 96.4% 35.996 10,170 2002 10,442,170 98.0% 57.704 36,721 2003 10,355,287 97.0% 52.792 21,737 2004 10,778,957 95.4% 52.437 481,168 Total $580,140 The tax levy increase for 2002 relates to the elimination of HACA (the City received $1,380,000 in 2001). The delinquent taxes receivable for 2004 consist primarily of It is our understanding these taxes have been remitted to the County in 2005. A. City of Brooklyn Minnesota Audit Management Letter Financial Statement Analysis Tax Increments A summary of tax increment activity is as follows: 2004 Activity Delinquent Less Delinquent TIF Receivable 2004 OSA 2004 Receivable District Name 12/31/2003 Levy TIF Fee Collections Adjustments 12/31/2004 1 Brookwood Housing $2,879 $191,511 ($664) ($184,038) ($8,537) $1,151 2 Earle Brown Farm 112,971 549,394 (1,956) (541,506) (22,555) 96,348 3 TIF #3 Redevelopment 172,625 3,569,557 (10,407) (2,880,505) (208,182) 643,088 4 France Avenue Business Park 228,753 (823) (227,930) Total $288,475 $4,539,215 ($13,850) ($3,833,979) ($239,274) $740,587 The delinquent taxes receivable for TIF No. 3 consist primarily of It is our understanding these taxes have been remitted to the County in 2005. J1' jl City of Minnesota Audit Management Letter Financial Statement Analysis Snecial Assessments The City has experienced a solid collection rate for special assessments. A summary of the collection rate for the last nine years is as follows: Special Assessment Collection Rate Collection Year Rate (1) 1996 94.7% 1997 95.4% 1998 96.9% 1999 95.4% 2000 95.7% 2001 90.7% 2002 93.1% 2003 95.4% 2004 95.2% (1) Current collections as a percent of current levy. tO ;)J'1 City of Brooklyn Minnesota Audit Management Letter Financial Statement Analysis Interfund Pavables /Receivables The City had the following interfund advances at December 31, 2004: Fund Receivable Payable General Fund $105,074 MSA Construction Fund 593,069 Tax Increment No. 3 Fund 1,200,000 Earle Brown TIF Fund 1,898,143 Capital Improvements Fund 850,000 Golf Course Fund 850,000 Total $2,748,143 $2,748,143 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 fee and has annual payments of $55,000 to $65,000 through 2017. For 2004 the amount paid down on the loan was $35,000. City of Minnes Audit Management Letter General Fund GENERAL FUND The General Fund of the City accounts for current operating expenditures common to all cities. These basic services include (but are not limited to) public safety, public works, parks and recreation, community services and general government. For the City of Brooklyn Center, the General Fund is financed by three major sources: 1) taxes; 2) intergovernmental; and, 3) charges for services. A graph of the major revenue sources is as follows: $12,000,000 $11,000,000 $10,000,000 3 $9,000,000 L $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 u "s' $1,000,000 $0 I 2000 1 2001 2002 1 2003 2004 —Intergovem ental $4,076,169 $4,135,282 $2,843,629 I $1,948,457 $1,419,210 —Taxes $8,745,172 $8,411,513 $11,257,003 I $10,799,074 $10,025,495 —0— All Other $1,827,025 I $2,405,376 $1,990,604 $2,155,379 $1,791,024 j v JJJ t�. City of Brooklyn Minnesota Audit Management Letter General Fund The fund balance of the General Fund decreased by $1,047,631 in 2004 as follows: Budget Actual Variance Revenue $12,982,258 $13,235,729 $253,471 Expenditures 13,741,342 13,601,980 139,362 Increase (decrease) before other financing sources (759,084) (366,251) 392,833 Other financing sources (uses): Administrative services reimbursed 784,084 784,084 Transfers to other funds (25,000) (25,000) Total other financing sources (uses) 759,084 759,084 0 Increase in General Fund balance before equity transfer $0 392,833 $392,833 Equity transfer out (1,440,464) Net increase (decrease) in fund balance ($1,047,631) City of klyn Center, Minneso Audit Management Letter General Fund The City's December 31, 2004 fund balance was $6,969,449. The City's General Fund balance has been as follows for the past six years: $9,000,000 General Fund Balance $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 2000 2001 2002 2003 2004 City of Minnesota Audit Management Letter General Fund A summary of General Fund balance for the past three years is as follows: General Fund Balance Component 12/31/2002 12/31/2003 12/31/2004 Reserved for advances to other funds $105,074 $105,074 $105,074 Designated for working capital 6,527,973 6,031,077 6,862,871 Subtotal 6,633,047 6,136,151 6,967,945 Reserved for prepaids 68,279 5,309 1,504 Undesignated 1,228,448 1,875,620 Total $7,929,774 $8,017,080 $6,969,449 Working Cauital Reserve The City adopted an "adequate fund balance policy formula" in 1980. This policy defines the minimum fund balance elements. This policy was amended in 2004. A calculation of working capital reserve is as follows: 2002 2003. 2004* 1. Items not readily convertible to cash: a. Accounts receivable $53,489 $57,908 b. Advances to other funds 105,074 105,074 c. Restricted assets 131,153 2. Amount appropriated to the ensuing year's budget 3. Amounts reserved to working capital: (45% of current year budget less debt service) 6,474,484 5,842,016 (50 -52% of ensuing year's budget) 6,862,671 $6,633,047 $6,136,151 $6,862,671 *The amout of fund balance available at December 31, 2004 is 51 of the 2005 budget. City of Minnesota 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 2004. 1 Housing and Redevelopment Authoritv Fund (202) The HRA has authority to levy an ad valorem property tax 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 2002 2003 2004 Revenue and other sources: Property taxes $194,766 $207,854 $223,523 Expenditures and other uses: Transfer to EDA 194,766 207,854 223,523 Increase in fund balance 0 0 0 Fund balance January 1 Fund balance December 31 $0 $0 $0 1 Pursuant to MS 469.033, the HRA's le limit is an amount equal to 0.0144% of levy q taxable market value. City of Brooklyn Minnesota Audit Management Letter Special Revenue Funds Economic Development Authoritv Fund (203) The EDA Fund accounts for the financial activity of the EDA. In addition to this fund, the Earle Brown Heritage Center Fund accounts for the EDA operations of the Center. A summary of financial activity is as follows: Economic Development Authority t 2002 2003 2004 Revenue and other sources: Property taxes $5,974 $36 Intergovernmental 53,623 188,495 54,273 Investment earnings 29,440 20,276 19,721 Reimbursements 257,986 Other 49,000 89,002 Sale of capital assets 474,648 73,175 Transfer from CDBG 13,500 Transfer from HRA 194,766 207,854 223,523 Total revenue and other sources 820,951 578,838 555,503 Expenditures and other uses: Personal services 176,508 124,580 118,632 Supplies 579 2,962 475 Services and other charges 154,052 235,876 143,888 Purchase of land 293,145 Total expenditures and other uses 331,139 363,418 556,140 Increase (decrease) in fund balance 489,812 215,420 (637) Fund balance January 1 783,534 1,273,346 1,488,766 Fund balance December 31 $1,273,346 $1,488,766 $1,488,129 City of Minnesota Audit Management Letter Special Revenue Funds TIF District No. 2 Earle Brown Farm TIF Fund (277) The Earle Brown Farm 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 2002 2003 2004 Revenue and other sources: Tax increment $815,568 $833,553 $725,544 Investment earnings 4,503 7,982 Total revenue and other sources 815,568 838,056 733,526 Expenditures and other uses: Personal services 4,210 18,235 22,170 Interest 11,516 26,420 Services and other charges 2,050 11,314 8,483 Transfer to Tax Increment Bonds Debt Service 1,410,000 653,000 876,000 Total expenditures and other uses 1,427,776 708,969 906,653 Increase (decrease) in fund balance (612,208) 129,087 (173,127) Fund balance (deficit) January 1 (1,202,247) (1,814,455) (1,685,368) Fund balance (deficit) December 31 ($1,814,455) ($1,685,368) ($1,858,495) 1 i City of Brooklyn Minnesota Audit Management Letter Special Revenue Funds The fund deficit is financed by loans from the following funds: $105,074 General Fund 593,069 MSA Construction 1,200,000 TIF No. 3 $1,898,143 Total It is anticipated by management that future tax increment collections will be sufficient to repay the interfund loans. Obligations of this district decreased by $1,425,000 in 2004 as shown below: i Balance Balance Bond Issue at 12/31/03 at 12/31/04 Tax Increment Bonds of 1991 $1,425,000 a'�; '19 fl r City of Center, Minnesota Audit Management Letter Special Revenue Funds i TIF District No. 3 Fund (278) A summary of financial activity is as follows: TIF No. 3 2002 2003 2004 Revenue and other sources: Tax increment $2,067,009 $2,308,605 $2,880,586 Investment earnings 150,386 81,399 127,140 Bonds issued 17,245,000 Total revenue and other sources 2,217,395 2,390,004 20,252,726 Expenditures and other uses: Personal services 8,945 28,010 36,001 Interest 95,881 20,000 Services and other charges 768,293 531,549 392,444 Transfer to Tax Increment Bonds Debt Service 570,000 548,000 Total expenditures and other uses 1,443,119 1,127,559 428,445 Increase in fund balance 774,276 1,262,445 19,824,281 Fund balance January 1 4,082,569 4,856,845 6,119,290 Fund balance December 31 $4,856,845 $6,119,290 $25,943,571 y City of Minnesota Audit Management Letter Special Revenue Funds Services and other charges for 2004 include the following: $391,287 Professional services 1,157 Other $392,444 Total The obligations of this TIF District are shown below: Balance Balance Bond/Note 12/31/03 12/31/04 Taxable Tax Increment Bonds of 1995 $3,080,000 $2,730,000 Taxable Tax Increment Bonds of 2004D 17,245,000 Total $3,080,000 $19,975,000 The 2004 Bonds were issued to finance the acquisition and clearance of a redevelopment site within TIF No. 3. City of Brooklyn Minnesota Audit Management Letter Special Revenue Funds TIF District No. 4 Fund (279) A summary of financial activity is as follows: TIF No. 4 2002 2003 2004 Revenue and other sources: Tax increment $139,675 $246,968 $227,930 Investment earnings 1,232 130 Total revenue and other sources 140,907 246,968 228,060 Expenditures and other uses: Personal services 4,016 3,118 387 Services and other charges 183,923 202,307 246,257 Total expenditures and other uses 187,939 205,425 246,644 Increase (decrease) in fund balance (47,032) 41,543 (18,584) Fund balance (deficit) January 1 112,254 65,222 106,765 Fund balance (deficit) December 31 $65,222 $106,765 $88,181 Services and other charges for 2004 consist primarily of Twin Lakes Business Park TIF Note repayment. The obligations of this TIF District include the following: Balance 12/31/04 Twin Lake Business Park TIF Note $2,350,726 The TIF note is a limited obligation and repayment and is based solely on tax increments received. The City has pledged 97.5% of tax increments collected to the payment of the note. Interest on the note is at 8 n S City of Brooklyn Minnesota Audit Management Letter Special Revenue Funds Police Drue Forfeiture Fund (205) The Police Drug Forfeiture Fund accounts for property and/or cash seized by the police department. A summary of financial activity is as follows: Police and Drug Forfeiture 2002 2003 2004 Revenue and other sources: Investment earnings $2,186 $1,106 $1,022 Forfeiture revenue 27,587 27,571 26,470 Total revenue and other sources 29,773 28,677 27,492 Expenditures and other uses: Supplies 7,936 2,009 21,578 Services and other charges 11,370 55,374 Total expenditures and other uses 7,936 13,379 76,952 Increase (decrease) in fund balance 21,837 15,298 (49,460) Fund balance January 1 37,033 58,870 74,168 Fund balance December 31 $58,870 $74,168 $24,708 City of Brooklyn Minnesota Audit Management Letter Special Revenue Funds Community Development Block Grant Fund (204) A summary of financial activity is as follows: Community Development Block Grant Fund 2002 2003 2004 Revenue and other sources: CDBG $352,000 $201,000 Expenditures and other uses: Shingle Creek tower project 325,000 175,000 Transfer to EDA (CEAP) 13,500 CEAP 13,500 26,000 Total expenditures and other uses 352,000 201,000 0 Increase in fund balance $0 $0 $0 t I- EA 1 City of Minnesota Audit Management Letter Special Revenue Funds Citv Initiatives Grant Fund (286) The City Initiatives Grant Fund accounts for donations received from outside parties. A summary of financial activity is as follows: i City Initiatives Grant 2002 2003 2004 Revenue and other sources: Intergovernmental $82,157 $370,800 $288,828 Investment earnings 2,289 2,532 3,469 Other 57,719 109,006 83,179 Total revenue and other sources 142,165 482,338 375,476 Expenditures and other uses: Personal services 6,219 52,347 108,268 Supplies 24,946 212,808 190,849 Services and other charges 136,845 123,836 47,776 Interest 31 Transfer to Capital Improvements Fund 11,277 Total expenditures and other uses 179,318 388,991 346,893 Increase (decrease) in fund balance (37,153) 93,347 28,583 Fund balance January 1 51,204 14,051 107,398 Fund balance December 31 $14,051 $107,398 $135,981 i City of Br oo klyn Minnes 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 reportin g standards do not provide for the matching of long -term 1 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 2004 Comprehensive Annual Financial Report to provide an overview analysis of long -term debt and its related funding. i Assets Pledeed for Debt Retirement 12/31/2004 Scheduled Final Fund Deferred Outstanding Property Maturity Fund Descrintion Balance Revenue"' Totals Princinal Taxes Date Tax Increment Debt: Tax Increment Bonds of 1991 (TIF 2)(376) $273 $273 D 02/01/04 Refunding Tax Increment Bonds of 1992 (TIF 2) 361,094 361,094 0 02/01/03 Taxable Tax Increment Bonds of 1995 (TIF 3)(378) 37,221 37,221 2,730,000 (1) 02/01/05 Tax Increment Refunding Bonds of 2004B (TIF 3)(379) 2,470,000 (l) 02/01/11 Taxable Tax Increment Bonds of 2004D (TIF 3)(380) 17,245,000 f 1 02/01/20 Total tax increment debt 398,588 0 398,588 22,445,000 0 Special Assessment Debt: Improvement Bonds of 1994 (30 1) 153,000 9,680 162,680 95,000 02/01/05 Improvement Bonds of 1995 (302) 99,232 19,464 118,696 175,000 73,626 02/01/06 Improvement Bonds of 1996 (303) 462,642 100,588 563,230 470,000 236,853 02/01/07 Improvement Bonds of 1997 (304) 206,976 182,146 389,122 405,000 02/01/08 Improvement Bonds of 1998 (307) 377,393 238,420 615,813 505,000 02/01/09 Improvement Bonds of 1999 (308) 401,354 580,796 982,150 930,000 02/01/10 Improvement Bonds of2000(309) 506,912 286,909 793,821 495,000 02101/11 Improvement Bonds of2001(310) 385,420 300,681 686,101 565,000 02/01/12 Improvement Bonds of 2003 (311) 314,142 718,453 1,032,595 1,060,000 02/01/13 Improvement Bonds of 2004C (314) 1,010,000 02/01/15 Total special assessment debt 2,907,071 2,437,137 5344,208 5,710,000 310,479 1 General Obligation Debt Refunding State -Aid Street Bonds (306) 4,982 4,982 575,000 04/01/06 Police and Fire Building Bonds (305) 949,658 46,137 995,795 5,405,000 02/01/05 Police and Fire Building Bonds of 2004A (314) 5.045.000 02/01/13 Total general obligation debt 954,640 46,137 1,000,777 11,025,000 0 Total All Debt Service Funds $4,260,299 $2,483,274 $6,743,573 $39,180,000 $310,479 Future tax increment amounts subject to valuation and tax capacity rate fluctuations. I Deferred revenue primarily consists of uncollected special assessments. A i r� City of Minnesota Audit Management Letter Debt Service Funds General Obligation Bonds The State -Aid Street Bonds are funded by MSA construction allotments (principal portion) and MSA maintenance allotments interest portion). p The Police and Fire Building Bonds were funded by an annual transfer of property tax monies from the General Fund. Beginning 2004, property tax collections are allocated directly to this fund. 305/314 306 199713/2004A 1998B Bonds Bonds Total Revenues: Property taxes $768,774 $768,774 MSA 297,850 297,850 Investment earnings 8,672 5,182 13,854 Bonds issued Total revenues 777,446 303,032 1,080,478 Expenditures: Principal 470,000 270,000 740,000 Interest 264,467 27,850 292,317 Fiscal agent fees 1,030 200 1,230 Total expenditures 735,497 298,050 1,033,547 Increase (decrease) $41,949 $4,982 $46,931 1 i 1 Brooklyn City of Minnesota Audit Management Letter Debt Service Funds Special Assessment Bonds The Special Assessment Improvement Bonds are funded by a combination of resources. These funding sources include special assessments and transfers from the General Fund. A summary of 2004 financial activity is as follows: 301 302 303 304 307 308 309 310 311 1994 1995 1996 1997 1998 1999 2000 2001 2003 Bonds Bonds Bonds Bonds Bonds Bonds Bonds Bonds Bonds Total Revenues: Property taxes $62,823 $64,129 $110,594 $237,546 Special assessments 8,943 11,525 60,459 87,229 90,295 183,545 88,961 127,212 235,054 893,223 Investment earnings 1,839 1,024 5,606 2,527 4,761 7,054 4,992 3,318 31,121 Transfer from other funds Total revenues 73,605 76,678 176,659 89,756 90,295 188,306 96,015 132,204 238,372 1,161,890 Expenditures: Principal 90,000 85,000 150,000 105A00 110,000 160,000 80,000 80,000 145,000 1,005,000 Interest 7,632 10,488 27,412 20,683 22,602 47,945 25,135 23,063 33,497 218,457 Fiscal agent fees 978 1,048 1,369 878 690 881 807 602 981 8,234 Total expenditures 98,610 96,536 178,781 126,561 133.292 208,826 105,942 103,665 179,478 1,231,691 Increase (decrease) ($25,005) ($19,858) ($2,122) ($36.805) ($42,997) ($20.520) ($9,927) $28,539 $58,894 ($69,801) t 1 w k a City of Minnesota Audit Management Letter i Capital Projects Funds CAPITAL PROJECTS FUNDS The fund balances (deficits) of the Capital Projects Funds were as follows at December 31, 2003 and 2004: Fund Balance (Deficit) December 31, Increase/ Fund 2003 2004 (Decrease) Capital Reserve Emergency $1,336,573 $1,346,261 $9,688 Capital Improvements 1,757,730 1,801,483 43,753 Municipal State Aid for Construction 430,581 598,373 167,792 Infrastructure Construction 229,179 757,270 528,091 Earle Brown Heritage Center Improvements 8,163 121,448 113,285 Street Reconstruction 283,891 1,525,891 1,242,000 Technology 275,000 541,424 266,424 Totals $4,321,117 $6,692,150 $2,371,033 r 1 1 1 i City of Minnesota Audit Management Letter Capital Projects Funds Capital Reserve Emergencv Fund (406) 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 2002 2003 2004 Revenue and other sources: Investment earnings $47,174 $31,439 $9,688 Expenditures and other uses: Expenditures 58,976 24,356 Increase (decrease) in fund balance (11,802) 7,083 9,688 Fund balance January 1 1,341,292 1,329,490 1,336,573 Fund balance December 31 $1,329,490 $1,336,573 $1,346,261 A 4 q i City of Brooklyn Minnesota Audit Management Letter Capital Projects Funds Capital Improvements Fund (401) 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 2002 2003 2004 Revenue and other sources: Investment earnings $60,737 $13,494 $9,336 Other 21,005 126,308 122,910 CFL grant 106,200 Transfer from General Fund 285,000 225,000 175,000 Transfer from City Initiatives Fund 11,277 Transfer from Liquor Fund 100,000 125,000 Total revenue 478,019 364,802 538,446 Expenditures and other uses: Project costs 2,596,999 368,047 494,693 Increase (decrease) in fund balance (2,118,980) (3,245) 43,753 Fund balance January 1 3,879,955 1,760,975 1,757,730 Fund balance December 31 $1,760,975 $1,757,730 $1,801,483 This fund provides an interfund loan to the Golf Course Fund. The balance of the loan was $850,000 at December 31, 2004. City of Minnesota Audit Management Letter Capital Projects Funds A summary by project is as follows: 2004 Project Expenditures Grandview Park Tennis Court (2004 -16) $24,561 Grandview Athletic Field Lighting (2004 -17) 139,214 Grandview Hockey Rink Lighting (2004 -18) 5,375 Grandview Miscellaneous Improvements (2004 -19) 5,115 Central Park Lighting (2004 -20) 5,995 Grandview Park Youth Activity Center 300,000 Other 14,433 Total $494,693 r i 1 1 j I911 City of Minnesota Audit Management Letter Capital Projects Funds Municipal State Aid for Construction Fund (402) i The Municipal State Aid for Construction Fund was established to account for the state allotment of gasoline tax collections. Transactions for the past three years have been as follows: Municipal State Aid for Construction 2002 2003 2004 Revenue and other sources: MSA construction $1,337,502 $145,387 $604,510 MSA maintenance 90,000 Investment earnings 26,362 72 3,543 Other revenue 3,000 3,555 Total revenue and other sources 1,366,864 145,459 701,608 Expenditures and other uses: Project costs 1,410,361 335,609 Transfer to Infrastructure Fund 533,816 Total expenditures and other uses 1,410,361 335,609 533,816 Increase (decrease) in fund balance (43,497) (190,150) 167,792 Fund balance January 1 664,228 620,731 430,581 Fund balance December 31 $620,731 $430,581 $598,373 i 1 1 City of Minnesota Audit Management Letter Capital Projects Funds Infrastructure Construction Fund (407) 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 2002 2003 2004 Revenues and other sources: Special assessments $260,752 $79,207 $420,557 Intergovernmental 2,487,946 332,182 378,147 Investment earnings 16,232 10,934 98 Other 12,843 24,554 32,569 Bond proceeds 1,196,140 1,002,286 Transfer from General Fund 555,000 480,000 375,000 Transfer from MSA Construction Fund 533,816 Residual equity transfer from General Fund 766,343 Total revenue and other sources 4,099,116 2,123,017 2,742,473 Expenditures and other uses: Project costs 5,542,084 1,445,887 3,894,192 Increase (decrease) in fund balance (1,442,968) 677,130 (1,151,719) Fund balance January 1 995,017 (447,951) 229,179 Fund balance (deficit) December 31 ($447,951) $229,179 ($922,540) City of Brooklyn Minnesota Audit Management Letter Capital Projects Funds A summary by project is as follows: 2003 2004 Project Expenditures Expenditures River Interceptor (99 -11) $30,047 $188,474 Garden City Central Improvement (00 -01) 6,726 499 Brooklyn Blvd Landscaping (00 -21) 1,298 Southwest Area Improvements (02 -01) 187,932 9,275 France Avenue Relocation (02 -04) 197,446 310,872 Garden City South Improvement (02 -05) 115,957 1,000 Shingle Creek Trail (02 -19) 61,784 Happy Hollow Improvements (03 -01, 02, 03, 04) 709,591 264,887 Northport Improvements (04 -01, 02, 03, 04) 29,001 2,560,483 Misc. Concrete Repair (03 -14) 26,002 11,322 Brooklyn Blvd Traffic Study (03 -15) 9,339 Shingle Creek Parkway (04 -12, 13, 14) 359,042 Other 70,764 188,338 Total $1,445,887 $3,894,192 Earle Brown Heritage Center Improvements Fund (408) This fund was established to account for monies set aside for future improvements. i City of Broo klyn Minnes Audit Management Letter Capital Projects Funds Street Reconstruction Fund (409) This fund was established to account for road projects which are financed wholly or in part by special assessments. This fund was formerly the Special Assessment Construction Fund. Financial transactions for the past two years is as follows: 2003 2004 Revenue and other sources: Interest income $252 $9,457 Transfer from General Fund 183,639 620,464 Transfer from Liquor Fund 100,000 Franchise fees 612,079 Total revenue and other sources 283,891 1,242,000 Expenditures and other uses Increase in fund balance 283,891 1,242,000 Fund balance January 1 283,891 Fund balance December 31 $283,891 $1,525,891 �TO J City of Minnesota Audit Management Letter Capital Projects Funds Technoloev Fund (410) 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 two years is as follows: 2003 2004 Revenue and other sources: Transfer from General Fund $275,000 $295,000 Interest earnings 4,868 Other 23,000 Total revenue and other sources 275,000 322,868 Expenditures and other uses 56,444 Increase in fund balance 275,000 266,424 Fund balance January 1 275,000 Fund balance December 31 $275,000 $541,424 j b t A of Brooklyn Minnesota Audit Management Letter Enterprise Funds ENTERPRISE FUNDS The City maintains eight Enterprise Funds as follows: Municipal Liquor Golf Course Earle Brown Heritage Center Recycling and Refuse Street Light Utility Water Utility Sanitary Sewer Storm Drainage City of Brooklyn Minnesota Audit Management Letter Enterprise Funds Municipal Liquor Fund The financial activity of this fund for the past three years has been as follows: Municipal Liquor 2002 2003 2004 Amount Percent Amount Percent Amount Percent Sales $3,435,556 100.0% $3,407,990 100.0% $4,026,679 100.0% Cost of sales (2,593,765) (75.5 (2,554,637) (75.0 (3,035,621) (75.4 Gross margin 841,791 24.5% 853,353 25.0% 991,058 24.6% Operating expenses: Personal services 364,054 10.6% 381,227 11.2% 457,919 11.4% Supplies 11,804 0.3% 25,669 0.8% 39,100 1.0% Other services 100,202 2.9% 116,784 3.4% 139,727 3.5% Insurance 7,433 0.2% 6,997 0.2% 11,176 0.3% Utilities 11,828 0.3% 12,636 0.4% 27,066 0.7% Rent 158,702 4.6% 144,499 4.2% 228,632 5.7% Depreciation 35,580 1.0% 35,580 1.0% 35,624 0.9% Total operating expense 689,603 19.9% 723,392 21.2% 939,244 23.5% Operating income 152,188 4.6% 129,961 3.8% 51,814 1.1% Other income (expense) net 29,506 0.9% 22,072 0.6% 12,857 0.3% Transfer to Capital Projects Fund (100,000) (2.9 (100,000) (2.9 (125,000) (3.1 Change in net assets $81,694 2.6% $52,033 1.5% ($60,329) (1.7 0/6) City of Broo klyn Minnesota Audit Management Letter Enterprise Funds The cash flow of this fund has been as follows: 2002 2003 2004 Net cash from operating activities $247,882 $279,607 ($253,091) �l} Less purchase of capital assets (50,932) Subtotal 247,882 279,607 (304,023) Transfer to Capital Improvements Fund (100,000) (100,000) (125,000) Investment earnings 28,169 14,956 10,488 Net increase in cash and investments $176,051 $194,563 ($418,535) Cash and investment balance at December 31 $801,993 $996,556 $578,021 The primary reason for use of cash is an increase in inventory of $277,000. Comparison With Other Municipal 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 2003. The following analysis compares Brooklyn Center's liquor operations with those reported in the OSA report. There are twenty -two metro area cities that operate off -sale only operations. The City of Brooklyn Center ranks 10th in sales among metro area cities. It should be noted that the following compari sons 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. City of Minnesota Audit Management Letter Enterprise Funds Gross Margin Analvsis The gross margin of the liquor operations has averaged 21 over the past five years. 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 24.3% 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% Not available Source: Minnesota Office of the State Auditor Metropolitan Area Off -Sale Operations Oneratina 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% Not available The City of Brooklyn Center does not compare favorably with State averages for operating expenses. i Minnesota City of Brooklyn Center, Audit Management Letter Enterprise Funds Net Income Net income for the past several years is as follows: Amount Percent of Sales State State Year City Average City Average 1999 $249,024 $142,546 6.9% 7.5% 2000 144,577 158,275 3.9% 7.7% 2001 272,734 163,125 7.7% 7.8 2002 181,694 155,981 5.5% 8.1% 2003 152,033 N/A 4.5% 7.0% 2004 64,671 N/A 1.6% N/A i 1 19 1) It City of Minnes Audit Management Letter Enterprise Funds Golf Course Fund The financial activity of this fund for the past three years has been as follows: i Golf Course 2002 2003 2004 Operating revenue: Sales $278,664 $294,149 $284,992 Operating expenses: Personal services 144,912 126,866 131,383 Supplies 29,219 19,501 15,616 Other services 64,203 88,494 73,313 Insurance 9,003 8,002 7,721 Utilities 13,758 17,208 15,123 Depreciation 13,045 27,912 27,971 Total expenses 274,140 287,983 271,127 Operating income $4,524 $6,166 $13,865 The cash flow of this fund has been as follows: 2002 2003 2004 Net cash from operating activities $13,165 $38,292 $44,578 Less purchase of capital assets (11,161) Less debt service (50,000) (15,000) (35,000) Subtotal (47,996) 23,292 9,578 Investment earnings 2,606 1,048 1,571 Net increase (decrease) in cash and investments ($45,390) $24,340 $11,149 Cash and investment balance at December 31 $37,281 $61,621 $72,770 f City of Broo klyn Minnes Audit Management Letter Enterprise Funds Earle Brown Heritaee Center Fund The financial activity of this fund for the past three years has been as follows: Earl Brown Heritage Center 2002 2003 2004 Amount Percent Amount Percent Amount Percent Sales $3,480,535 100.0% $3,393,810 100.0% $3,565,197 100.0% Cost of sales (385,341) (11.1 (1,644,608) (48.5 (1,889,930) (53.0 Gross margin 3,095,194 88.9% 1,749,202 51.5% 1,675,267 47.0% Operating expenses: Personal services 1,740,912 56.2% 812,146 46.4% 819,068 48.9% Supplies 275,360 8.9% 90,368 5.2% 129,728 7.7% Other services 489,964 15.8% 340,303 19.5% 366,421 21.9% Insurance 34,776 1.1% 30,672 1.8% 32,649 1.9% Utilities 146,742 4.7% 157,339 9.0% 170,658 10.2% Rent 88,019 2.8% 104,776 6.0% 93,062 5.6% Depreciation 582,083 18.8% 571,632 32.7% 568,643 33.9% Total operating expense 3,357,856 108.3% 2,107,236 120.6% 2,180,229 130.1% Operating income (loss) (262,662) (19.4 (358,034) (69.1 (504,962) (83.1 0 Other income (expense) net 20,878 03% 11,631 0.7% 58,366 3.5% Transfer to other funds (100,000) (3.2 0.0% (200,000) (11.9 Change in net assets ($341,784) (21.9 ($346,403) (68.4 ($646,596) (91.5 1 The cash flow of this fund has been as follows: 2002 2003 2004 Net cash from operating activities $324,754 $171,524 $126,030 Less purchase of capital assets Subtotal 324,754 171,524 126,030 Investment earnings 22,553 17,376 15,273 Transfer to EBHC Improvements Fund (100,000) (200,000) Other (1,098) Net increase (decrease) in cash and investments $246,209 $188,900 ($58,697) Cash and investment balance at December 31 $666,529 $855,429 $796,732 City of Minnesota Audit Management Letter Enterprise Funds Recvcline and Refuse Fund The financial activity of this fund for the past three years has been as follows: Recycling and Refuse 2002 2003 2004 Operating revenue 21 4 212 271 214 p g 0,95 347 Operating expenses: Other services 215,032 223,504 221,443 Insurance 179 175 1,378 Total operating expenses 215,211 223,679 222,821 Operating income (loss) ($4,257) ($11,408) ($8,474) i City of Brooklyn Minnesota 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 2002 2003 2004 Operating revenue $1,364,076 $1,530,592 $1,583,450 Operating expenses: Depreciation 698,773 648,115 588,767 All other 873,462 991,576 945,157 Total operating expenses 1,572,235 1,639,691 1,533,924 Operating income (loss) (208,159) (109,099) 49,526 Nonoperating revenues (expenses): Income 68,864 46,717 32,636 Transfers net (631,440) Total nonoperating revenues (expenses) 68,864 46,717 (598,804) Change in net assets ($139,295) ($62,382) ($549,278) The cash flow of this fund has been as follows: 2002 2003 2004 Net cash from operating activities $437,240 $628,197 $533,977 Less purchase of capital assets (650,253) (309,930) (28,630) Less debt service (56,302) Subtotal (269,315) 318,267 505,347 Investment earnings 47,077 31,180 29,613 Transfer to Infrastructure Construction Fund (631,440) Net increase (decrease) in cash and investments ($222,238) $349,447 ($96,480) Cash and investment balance at December 31 $1,541,308 $1,890,755 $1,794,275 i City of Brooklyn Minnesota Audit Management Letter Enterprise Funds Sanitary Sewer Fund The financial activity of this fund for the past three years has been as follows: Sanitary Sewer Fund 2002 2003 2004 Operating revenue $2,664,730 $2,870,109 $2,833,836 Operating expenses 2,550,584 2,556,224 2,310,645 Operating income (loss) 114,146 313,885 523,191 Nonoperating revenues (expenses): Income 42,950 77,355 97,220 Transfers (555,614) Change in net assets $157,096 $391,240 $64,797 The cash flow of this fund has been as follows: 2002 2003 2004 Net cash from operating activities $660,035 $848,185 $994,102 Less purchase of capital assets (1,023,781) (416,742) (142,840) Subtotal (363,746) 431,443 851,262 Investment earnings 42,678 26,473 33,018 Transfer to Infrastructure Construction Fund (555,614) Net increase (decrease) in cash and investments ($321,068) $457,916 $328,666 Cash and investment balance at December 31 $682,184 $1,140,100 $1,468,766 i City of Broo klyn Minnes Audit Management Letter Enterprise Funds Storm Drainatie Fund The financial activity of this fund for the past three years has been as follows: Storm Drainage 2002 2003 2004 Operating revenues User fees $1,377,638 $1,264,512 $1,276,778 Special assessments 429,873 112,254 554 Other 26,363 Investment earnings 5,675 10,237 20,658 Total operating revenues 1,813,186 1,413,366 1,297,990 Operating expenses: Personal services 100,000 Supplies 3,153 3,861 1,917 Other services 126,656 290,369 225,729 Insurance 1,932 1,292 1,328 Depreciation 474,574 513,608 527,619 Interest 36,701 25,835 9,054 Total operating expenses 743,016 834,965 765,647 Transfers 441,756 Change in net assets $1,070,170 $578,401 $90,587 r 4 j '9 City of Ce nter, Minnesota Audit Management Letter Enterprise Funds The cash flow of this fund has been as follows: 2002 2003 2004 Net cash from operating activities $1,126,992 $1,115,712 $1,041,553 Less purchase of capital assets (961,302) (323,343) Less debt service (236,701) (235,835) (229,055) Subtotal (71,011) 556,534 812,498 Investment earnings 5,674 14,321 23,527 Special assessments 429,873 Transfer to Infrastructure Construction Fund (441,756) Net increase in cash and investments $364,536 $570,855 $394,269 Cash and investment balance at December 31 $343,221 $914,076 $1,308,345 Street LiLyht Utilitv Fund This fund was established in 2004. The financial activity is as follows: Street Light Utility Fund 2002 2003 2004 Operating revenues: User fees $213,078 $200,224 $208,121 Other 8,060 Investment earnings 966 1,035 1,974 Total operating revenues 214,044 209,319 210,095 Operating expenses: Other services 152,660 146,504 165,651 Transfers (51,000) Change in net assets $61,384 $62,815 ($6,556) rp i 1 `raj �0 tn t City of Minnesota 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 department within the City. During 2004, the City maintained the following Internal Service Funds: Internal Service Funds Cash and Investment Balance December 31, Fund 2002 2003 2004 Compensated Absences $741,038 $795,418 $881,890 Retirement (Post Employment Insurance Benefits) 1,574,666 1,564,375 1,529,053 Central Garage 4,198,486 4,541,395 4,779,713 Total $6,514,190 $6,901,188 $7,190,656 1 City of Brooklyn Minnesota Audit Management Letter Other Matters OTHER MATTERS As required by Government Auditing Standards, we have issued an internal control report. That report identified one reportable condition relating to grant monitoring. Government Auditing Standards also requires communication of other matters that came to our attention during the audit. They are as follows: Outstanding Checks. The City has five outstanding checks from 2001 ($95) and 16 outstanding checks from 2002 ($5,187. Minnesota Statutes M.S. 345.41) require unclaimed property held for more than three years be delivered to the State Commissioner of Commerce. Golf Course Z- Tapes. The golf course currently prepares a report that summarizes daily cash register activity. These reports are forwarded to the finance department. However, the cash register z -tapes are destroyed. We recommend the z -tapes be retained and forwarded to the finance department. i i i 1 i y 2004 Ar 1 i 1 1 1 1 1 1 City o f B ro ok' n C enter y i Minnesota i Draft Financial Statements for the Comprehensive Annual Financial Report 1 For the year ended December 31, 2004 1 1 Table of Contents Table of Principal Officials 1 Organizational Chart 2 Statement of Net Assets 3 Statement of Activities 4 Governmental Funds Balance Sheet 6 Statement of Revenues, Expenditures and Changes in Fund Balance 8 Reconciliation of Statement 10 Proprietary Funds Statement of Net Assets 12 Statement of Revenues, Expenses and Changes in Fund Net Assets 14 Statement of Cash Flows 16 Notes to the Financial Statements 19 Required Supplementary Information Budgetary Comparison Schedule- General Fund 49 Budgetary Comparison Schedule -Earle Brown Tax Increment District 55 Budgetary Comparison Schedule -Tax Increment District 3 56 Note A on Budgetary Compliance 57 Nonmajor Governmental Funds Combining Balance Sheet 58 Combining Statement of Revenues, Expenditures and Changes 59 Subcombining Balance Sheet Special Revenue Funds 60 Subcombining Statement of Revenues Special Revenue Funds 62 Special Revenue Funds- Housing and Redevelopment Authority 64 Special Revenue Funds- Economic Development Authority 65 Special Revenue Funds -Tax Increment District 4 66 Special Revenue Funds- Police Drug Forfeiture Fund 67 Special Revenue Funds Community Development Block Grant 68 Special Revenue Funds -City Initiatives Grant Fund 69 Subcombining Balance Sheet -Debt Service Funds 70 Subcombining Statement of Revenue -Debt Service Funds 71 Subcombining Balance Sheet Capital Project Funds 72 Subcombining Statement of Revenues Capital Project Funds 74 l Nonmajor Proprietary Funds Subcombining Statement of Net Assets 76 Subcombining Statement of Revenues, Expenses and Changes 77 Subcombining Statement of Cash Flows 78 Internal Service Funds Subcombining Statement of Net Assets 79 Subcombining Statement of Revenues, Expenses and Changes 80 Subcombining Statement of Cash Flows 81 H CITY OF BROOKLYN CENTER, MINNESOTA PRINCIPAL OFFICIALS December 31, 2004 Name Position Term of Office Term Expires ELECTED OFFICIALS Myrna Kragness Mayor Four Years December 31, 2006 S Kathleen Carmody Council Member Four Years December 31, 2006 Kay Lasman Council Member Four Years December 31, 2004 Diane Niesen Council Member Four Years December 31, 2006 Robert Peppe Council Member Four Years December 31, 2004 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 1 City of Brooklyn Center Organization N 2004 Electorate I City Council Advisory Commissions Administration City Attorney City Manager Human Resources Communications Information Technology Elections •Licenses City Clerk t i� Public Works Police Deoartment Community Activities, Enterorise'` Engineering Patrol Recreation. and Services Liquor Stores Street Maintenance investigation Earle Brown Heritage Center Crime Prevention •Community Programs Sanitary Sewer Recreation Programs Central Garage Community Programs Community Center Storm Sewer Support Services Government Buildings Water Department Dispatch Golf Course Park Maintenance Fire Deoartment Fiscal and Suoaort Services Communitv Develooment Fire Prevention Accounting Inspections Fire Suppression Audit Economic Development Emergency Preparedness Utility Billing Housing Redevelopment Authority Risk Management Zoning Assessing Planning CITY OF BROOKLYN CENTER, MINNESOTA STATEMENT OF NET ASSETS Statement 1 December 31, 2004 j P r Primary Government Governmental Business -Type Assets: Activities Activities Total Cash and investments 49,434,187 7,810,556 57,244,743 Receivables: Interest 95,779 95,779 Accounts 273,202 1,640,086 1,913,288 Taxes 1,424,733 1,424,733 Special assessments 3,232,554 276,455 3,509,009 Internal balances 875,998 (875,998) Due from other governments 741,569 741,569 Inventories and supplies 617,041 617,041 Prepaid expenses 1,504 1,504 Inventories at cost 28,120 160,466 188,586 Restricted assets: Cash and investments 7,460,747 7,460,747 Capital assets net 34,583,271 36,359,095 70,942,366 Total assets 98,151,664 45,987,701 144,139,365 Liabilities: Accounts payable 662,073 437,794 1,099,867 Deposits payable 209,740 209,740 Accrued salaries and wages 200,893 28,184 229,077 Accrued health insurance 1,548,581 1,548,581 Accrued interest payable 406,484 406,484 Unearned revenue 14,566 135,861 150,427 Compensated absences payable: Due within one year 857,305 857,305 Bonds payable: Due within one year 9,815,000 230,000 10,045,000 Due in more than one year 29,365,000 29,365,000 Total liabilities 42,869,902 1,041,579 .43,911,481 Net assets: Invested in capital assets, net of related debt 2,080,436 36,359,095 38,439,531 Restricted for: Debt service 11,198,325 11,198,325 Tax increment purposes 24,317,766 24,317,766 Unrestricted 17,685,235 8,587,027 26,272,262 Total net assets 55,281,762 44,946,122 100,227,884 Fund Balance restrictions and investment in capital assets to be determined The accompanying notes are an integral part of these'fmancial statements. 3 II CITY OF BROOKLYN CENTER, MINNESOTA STATEMENT OF ACTIVITIES f For The Year Ended December 31, 2004 Charges For Expenses Services Functions /Proerams Primary government: Government activities: General government 2,678,467 315,120 Public safety 7,566,713 687,731 Public works 2,486,899 23,533 Community services 67,324 Parks and recreation 2,255,232 618,199 Economic development 1,357,950 Nondepartmentat 333,669 Administrative services reimbursement (784,084) Interest on long -term debt 1,218,030 Total government activities 17,180,200 1,644,583 Business -type activities: Municipal liquor 939,244 991,058 Golf course 271,127 284,992 E. Brown Heritage Center 2,180,229 1,675,267 Recycling and refuse 222,821 214 208 ,,347 121 Street light utility 165,651 Water utility 1,533,924 1,583,450 Sanitary sewer 2,310,645 2,833,836 Storm drainage 756,593 1,276,778 Total business -type activities 8,380,234 9,067,849 Total primary government 25,560,434 10,712,432 4 The accompanying notes are an integral part of these financial statements. J Statement 2 i Net (Expense) Revenue and 1 Program Revenues Changes in Net Assets Operating Capital Primary Government Grants and Grants and Governmental Business -Type Contributions Contributions Activities Activities Total (2,363,347) (2,363,347) 788,831 (6,090,151) (6,090,151) 90,000 2,423,411 50,045 50,045 54,273 (13,051) (13,051) (1,637,033) (1,637,033) (1,357,950) (1,357,950) (333,669) (333,669) 784,084 784,084 (1,218,030) (1,218,030) 933,104 2,423,411 (12,179,102) (12,179,102) 51,814 51,814 13,865 13,865 (504,962) (504,962) (8,474) (8,474) 42,470 42,470 49,526 49,526 523,191 523,191 520,185 520,185 687,615 687,615 1 933,104 2,423,411 (12,179,102) 687,615 (11,491,487) General revenues: Property taxes 11,444,064 11,444,064 P Tax increment collections 4,286,172 4,286,172 Grants and contributions not restricted to specific programs 912,253 912,253 Unrestricted investment earnings 486,341 102,696 589,037 Loss on disposal of fixed asset (263,943) (263,943) Other 1,186,850 117,864 1,304,714 Transfers 2,004, 810 (325,000) 1,679, 810 Total general revenues and transfers 20,056,547 (104,440) 19,952,107 Change in net assets 7,877,445 583,175 8,460,620 Net assets beginning 47,404,317 44,362,947 91,767,264 1 Net assets ending 55,281,762 44,946,122 100,227,884 The accompanying notes are an integral part of these financial statements. 5 CITY OF BROOKLYN CENTER, MINNESOTA BALANCE SHEET r a GOVERNMENTAL FUNDS a December 31, 2004 Earle Brown T1F Assets General District Cash and investments 7,060,259 20,374 Receivables: Interest 95,779 Current taxes 95,904 22,720 19,365 Accounts Delinquent taxes 467,754 97,499 Special assessments Due from other funds Due from other governments 19,111 Prepaid expenses 1,504 Advances to other funds 105,074 Restricted assets: Cash and investments 119,153 Total assets 7,987,258 137,238 Liabilities and Fund Balances Liabilities: Accounts payable 353,040 Due to other funds 1,200,000 Due to other governments Accrued salaries and wages 190,883 90 Advances from other funds 698,143 Deferred revenue 473,886 97,499 Total liabilities 1,017,809 1,995,732 Fund balances: Reserved for: Prepaid items 1,504 Loan receivable 105,074 Debt service Unreserved: Designated reported in: General Fund 6,862,871 Special Revenue Funds Capital Project Funds Undesignated reported in: General Fund Special Revenue Funds (1,858,494) Capital Project Funds Total fund balances 6,969,449 (1,858,494) Total liabilities and fund balances 7,987,258 137,238 t 6 The accompanying notes are an integral part of these financial statements. I a Statement 3 TIF Special Other Infra- Total District Assessment Infrastructure Governmental Activity Governmental No. 3 Bonds Construction Funds Eliminations Funds 24,648,976 2,893,144 268,576 7,352,202 42,243,531 95,779 1,792 6,310 104,006 35,347 9,146 174,737 261,315 643,088 34,814 77,572 1,320,727 2,41 4 818,091 3,232,554 4 63 1,200,000 (1,200,000) 664,066 58,392 741,569 1,504 1,443,069 (698,143) 850,000 2,392,658 4,948,936 7,460,747 28,920,069 5,344,213 1,759,879 14,061,218 (1,898,143) 56,311,732 12,017 147,651 96,418 609,126 (1,200,000) 634 2,185 3,731 197,523 (698,143) 643,088 2,437,140 852,773 86,006 4,590,392 655,739 2,437,140 1,002,609 186,155 (1,898,143) 5,397,041 1,504 105,074 2,907,073 7,646,251 10,553,324 6,862,871 19,565,759 19,565,759 4,491,811 4,491,811 8,698,571 1,737,001 8,577,078 757,270 757,270 28,264,330 2,907,073 757,270 13,875,063 50,914,691 28,920,069 5,344,213 1,759,879 14,061,218 (1,898,143) 56,311,732 Fund balance reported above 50,914,691 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 32,539,964 Other long -term assets are not available to pay for current- period expenditures and, therefore, are deferred in the funds. 4,575,826 Long -term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds. (39,586,484) Internal service funds are used by management to charge the cost of certain activities to individual funds. The assets and liabilities are included in the governmental statement of net assets 6,837,765 Net assets of governmental activities 55,281,762 The accompanying notes are an integral part of these financial statements. 7 CITY OF BROOKLYN CENTER, MINNESOTA STATEMENT OF REVENUES, EXPENDITURES AN CHANGES IN FUND BALANCE GOVERNMENTAL FUNDS For The Year Ended December 31, 2004 Earle Brown TIF General District Revenues: Taxes and special assessments 10,025,495 725,544 Licenses and permits 678,077 Intergovernmental 1,419,210 Charges for services 678,057 Court fines 254,980 Investment earnings (net of market value adjustment) 86,208 7,982 Miscellaneous 93,702 Total revenues 13,235,729 733,526 Expenditures: Current: General government 2,585,597 Public safety 6,642,254 Public works 1,679,440 Community services 67,324 Parks and recreation 1,981,998 Economic development 311,698 30,653 Nondepartmental 333,669 Administrative services reimbursement (784,084) Capital outlay: General government Public safety Public works Parks and recreation Nondepartmental Debt service: Principal retirement Interest Paying agent fees Total expenditures 12,817,896 30,653 Revenues over (under) expenditures 417,833 702,873 Other financing sources (uses): Bonds issued Discount on debt issued Purchase of land Transfers in Transfers out (1,465,464) (876,000) Total other financing sources (uses) (1,465,464) (876,000) Net increase (decrease) in fund balance (1,047,631) (173,127) Fund balance January 1 8,017,080 (1,685,367) Fund balance December 31 6,969,449 (1,858,494) 8 The accompanying notes are an integral part of these financial statements. 1 l Statement 4 1 TIF Special Other Intra Total District Assessment Infrastructure Governmental Activity Governmental No.3 Bonds Construction Funds Eliminations Funds 2,880,586 1,130,769 420,557 1,220,227 16,403,178 678,077 378,147 1,441,663 3,239,020 22,041 11,428 711,526 254,980 137,468 31,121 98 116,962 379,839 10,528 1,117,751 1,221,981 3,018,054 1,161,890 831,371 3,908,031 22,888,601 8,444 2 1 423,845 7,066,099 127,739 6,928 1,814,107 6 7,324 1,981,998 505,664 509,639 1,357,654 333,669 (784,084) 137,456 137,456 3,765,453 487,765 4,253,218 1,005,000 2,515,000 3,520,000 218,457 612,995 831,452 8,234 1,000 47,399 56,633 505,664 1,231,691 3,894,192 4,749,471 23,229,567 2,512,390 (69,801) (3,062,821) (841,440) (340,966) 19,715,000 1,010,000 5,045,000 25,770,000 (82,350) (7,714) (6,439) (96,503) (293,145) (293,145) 2,588,626 2,514,987 (3,098,803) 2,004,810 (757,339) 3,098,803 I 19,632,650 3,590,912 6,503,064 27,385,162 22,145,040 (69,801) 528,091 5,661,624 27,044,196 6,119,290 2,976,874 229,179 8,213,439 23,870,495 28,264,330 2,907,073 757,270 13,875, 063 50 914 691 The accompanying notes are an integral part of these financial statements. 9 CITY OF BROOKLYN CENTER, MINNESOTA RECONCILIATION OF THE STATEMENT OF REVE.NUES, f� Statement 5 EXPENDITURES, AND CHANGES IN FUND BALA CE O GOVERNMENTAL FUNDS r" For The Year Ended December 31, 2004 Amounts reported for governmental activities in the statement of activities are different because: Net changes in fund balances total governmental funds (statement 4) 27,044,196 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. 3,038,634 In the statement of activities, only the gain on the sale of capital assets is reported. However, in the governmental funds, the proceeds from the sale increase financial resources. Thus, the change in net assets differs from the change in fund balance by the cost of the capital assets sold. Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. 367,861 The issuance of g e. debt bonds long-term provides current financial resources g leases) 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. (22,250,000) Internal service funds are used by management to charge the cost of certain activities to individual funds. This amount is net revenue attributable to governmental activities. 6,700 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. (329,946) Change in net assets of governmental activities (statement 2) 7,877,445 10 The accompanying notes are an integral part of these financial statements. Y l f f s This page has been left blank intentionally. 11 CITY F BROOKLYN CENTE NE C O R, MINNESOTA STATEMENT OF NET ASSETS j' l PROPRIETARY FUNDS December 31, 2004 Business -Type Activities Major Enterprise Funds Municipal Golf Earle Brown Liquor Course Heritage Center Assets: Current assets: Cash and cash equivalents 578,021 72,770 796,733 Accounts receivable net 7,990 275,315 Special assessments receivable Prepaid items 20,799 11,958 Inventories at cost 552,689 1,715 34,789 Total current assets 1,159,499 74,485 1,118,795 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 111,166 11,160 45,544 Mains and lines Total capital assets 303,937 1,929,766 12,958,063 Less: Allowance for depreciation (142,362) (184,815) (4,641,453) Net capital assets 161,575 1,744,951 8,316,610 Total noncurrent assets 161,575 1,744,951 8,316,610 Total assets 1,321,074 1,819,436 9,435,405 Liabilities: Current liabilities: Accounts payable 154,952 959 226,239 Deposits payable 209,740 Accrued salaries payable 7,754 932 11,623 Accrued interest payable Deferred revenue 145 1,600 Current portion of long -term debt Advances from other funds 850,000 Total current liabilities 162,851 851,891 449,202 Noncurrent liabilities: Bonds payable Compensated absences payable Accrued health insurance liability Total noncurrent liabilities Total liabilities 162,851 851,891 449,202 Net assets: Invested in capital assets, net of related debt 161,575 1,744,951 8,316,610 Unrestricted 996,648 (777,406) 669,593 Total net assets 1,158,223 967,545 8,986,203 Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds Net assets of business -type activities 12 The accompanying notes are an integral part of these financial statements. Statement 6 Business -Type Activities Major Enterprise Funds Other Water Sanitary Storm Enterprise Total Internal Total Utility Sewer Drainage Funds Enterprise Service Proprietary 1,788,154 1,468,766 1,308,346 117,957 6,130,747 7,190,656 13,321,403. 345,723 651,272 261,776 98,010 1,640,086 11,887 1,651,973 269,573 2,864 4,018 276,455 276,455 500 127,209 160,466 160,466 27,848 617,041 28,120 645,161 2,431,798 2,250,111 1,574,140 215,967 8,824,795 7,230,663 16,055,458 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 17,761,355 128,668 179,130 475,668 5,807,809 6,283,477 13,715,708 12,450,492 11,979,555 38,145,755 38,145,755 17,233,027 15,256,702 12,266,713 59,948,208 5,807,809 65,756,017 (9,539,361) (7,023,632) (2,057,490) (23,589,113) (3,764,502) (27,353,615) 7,693,666 8,233,070 10,209,223 36,359,095 2,043,307 38,402,402 7,693,666 8,233,070 10,209,223 36,359,095 2,043,307 38,402,402 10,125,464 10,483,181 11,783,363 215,967 45,183,890 9,273,970 54,457,860 17,023 16,186 9,700 12,735 437,794 52,947 490,741 209,740 209,740 5,942 1,933 28,184 3,370 31,554 134,116 135,861 135,861 230,000 230,000 230,000 850,000 850,000 157,081 18,119 239,700 12,735 1,891,579 56,317 1,947,896 857,305 857,305 1,548,581 1,548,581 2,405,886 2,405,886 157,081 18,119 239,700 12,735 1,891,579 2,462,203 4,353,782 7,693,666 8,233,070 10,209,223 36,359,095 2,043,307 38,402,402 2,274,717 2,231,992 1,334,440 203,232 6,933,216 4,768,460 11,701,676 9 10,465,062 11,543,663 203,232 43,292,311 6,811,767 50,104,078 (25,988) 43,266,323 The accompanying notes are an integral part of these financial statements. 13 YN CENTER MINNESOTA CITY OF BROOKE STATEMENT OF REVENUES, EXPENSES AND r r� CHANGES IN FUND NET ASSETS PROPRIETARY FUNDS For The Year Ended December 31, 2004 Business -Type Activities Major Entemrise Funds Municipal Golf Earle Brown Liquor Course Heritage Center Operating revenues: Sales and user fees 4,026,679 284,992 3,565,197 Cost of sales 3,035,621 1,889,930 Total operating revenues 991,058 284,992 1,675,267 Operating expenses: P g P Personal services 457,919 131,383 819,068 Supplies 39,100 15,616 129,728 Other services 139,727 73,313 366,421 Insurance 11,176 7,721 32,649 Utilities 27,066 15,123 170,658 Rent 228,632 93,062 Depreciation 35,624 27,971 568,643 Total operating expenses 939,244 271,127 2,180,229 Operating income (loss) 51,814 13,865 (504,962) Nonoperating revenues (expenses): Investment earnings 9,209 1,379 13,485 Special assessments Gain (loss on sale of fixed asset Other revenue 3,648 2,989 44,881 Interest and fiscal agent fees Total nonoperating revenues (expenses) 12,857 4,368 58,366 Income (loss) before contributions and transfers 64,671 18,233 (446,596) Transfers: Transfer to Capital Project Funds (125,000) (200,000) Change in net assets (60,329) 18,233 (646,596) 1 Net assets January 1 1,218,552 949,312 9,632,799 Net assets December 31 .1,158,223 967,545 545 8 986 203 14 The accompanying notes are an integral part of these financial statements. 1 Statement 7 Business -Type Activities Major Enterprise Funds Other Total Water Sanitary Storm Enterprise Intra Activity Enterprise Internal Total utility Sewer Drainage Funds Elimination Funds Service Proprietary 1,583,450 2,833,836 1,276,778 422,468 $13,993,400 1,047,210 $15,040,610 4,925,551 4,925,551 1,583,450 2,833,836 1,276,778 422,468 9,067,849 1,047,210 10,115,059 361,918 135,907 1,906,195 330,306 2,236,501 148,368 12,572 1,917 77 347,378 237,261 584,639 302,751 1,663,580 225,729 233,061 3,004,582 89,566 3,094,148 9,930 4,773 1,328 2,657 70,234 43,497 113,731 122,190 24,389 152,677 512,103 2,555 514,658 321,694 321,694 588,767 469,424 527,619 2,218,048 523,346 2,741,394 1,533,924 2,310,645 756,593 388,472 8,380,234 1,226,531 9,606,765 49,526 523,191 520,185 33,996 687,615 (179,321) 508,294 26,020 28,990 20,658 2,955 102,696 106,502 209,198 13,262 220 554 14,036 14,036 29,202 29,202 (6,646) 68,010 112,882 50,316 163,198 (9,054) (9,054) (9,054) 32,636 97,220 12,158 2,955 220,560 186,020 406,580 82,162 620,411 532,343 36,951 908,175 6,699 914,874 (631,440) (555,614) (441,755) (51,000) (2,004,809) (2,004,809) (549,278) 64,797 90,588 (14,049) (1,096,634) 6,699 (1,089,935) i 10,517,661 10,400,265 11,453,075 217,281 44,388,945 6,805,068 51,194,013 9,968,383 $10,465,062 $11,543,663 203,232 $43,292,311 6,811,767 $50,104,078 The accompanying notes are an integral part of these financial statements. 15 CITY OF BROOKLYN CENTER MINNESOTA STATEMENT OF CASH FLOWS 1 PROPRIETARY FUNDS For The Year Ended December 31, 2004 Business -Type Activities Major Enterprise Funds Municipal Golf Earle Brown Liquor Course Heritage Center Cash flows from operating activities: Receipts from customers and users 3,751,751 284,992 3,532,400 Receipts from interfund services provided Payments to suppliers (3,537,465) (110,445) (2,606,682) Payments to employees (469,745) (132,767) (842,781) Miscellaneous revenue 2,368 2,798 43,093 Net cash flows from operating activities (253,091) 44,578 126,030 Cash flows from noncapital financing activities: Principal repayments on advance (35,000) Tr ansfers out (125,000) (200,000) Net cash flows from noncapital financing activities (125,000) (35,000) (200,000) Cash flows from capital and related financing activities: Acquisition and construction of capital assets (50,932) Principal paid on revenue bonds Interest paid on revenue bonds Net cash flows from capital and related financial activities (50,932) Cash flows from investing activities: Interest on investments 10,488 1,571 15,273 Net cash flows from investing activities 10,488 1,571 15,273 Net increase (decrease) in cash and cash equivalents (418,535) 11,149 (58,697) Cash and cash equivalents January 1 996,556 61,621 855,429 Cash and cash equivalents December 31 578,021 72,770 796,732 Reconciliation of operating income to net cash provided (used) by operating activities: Operating income (loss) 51,814 13,865 (504,962) Adjustments to reconcile operating income (loss) to net cash flows from operating activities: 24 27 Depreciation 35,6 971 568,6 Changes in assets and liabilities: Decrease (increase) in receivables 2,367 (10,523) Decrease (increase) in inventories (277,444) 1,865 (371) Decrease (increase) in prepaid expenses 4 (3,594) Increase (decrease) in payables (56,143) (537) 75,768 Increase (decrease) n accrued expenses (11,826) (1,384) (23,714) P Increase (decrease) in accrued deferred revenue 145 (18,310) Other nonoperating income 2,368 2,798 43,093 Total adjustments (304,905) 30,713 630,992 Net cash provided by operating activities (253,091) 44,578 126,030 16 The accompanying notes are an integral art of these financial statements. P Statement 8 r Business -Type Activities Major Enterprise Funds Other Total Water Sanitary Storm Enterprise Enterprise Internal Total Utility Sewer Drainage Funds Funds Service Proprietary 1,529,230 2,842,750 1,286,228 416,147 13,643,498 13,643,498 1,038,818 1,038,818 (627,517) (1,773,293) (242,359) (376,808) (9,274,569) (345,016) (9,619,585) (370,759) (139,557) (1,955,609) (262,031) (2,217,640) 3,023 64,202 (2,316) (410) 112,758 64,721 177,479 533,977 994,102 1,041,553 38,929 2,526,078 496,492 3,022,570 (35,000) (35,000) 1 (631,440) (555,614) (441,755) (51,000) (2,004,809) (2,004,809) (631,440) (555,614) (441,755) (51,000) (2,039,809) (2,039,809) (34,751) (142,840) (228,523) (328,324) (556,847) (220,000) (220,000) (220,000) (9,055) (9,055) (9,055) (34,751) (142,840) (229,055) (457,578) (328,324) (785,902) 29,613 33,018 23,527 3,365 116,855 121,300 238,155 29,613 33,018 23,527 3,365 116,855 121,300 238,155 (102,601) 328,666 394,270 (8,706) 145,546 289,468 435,014 1,890,755 1,140,100 914,076 126,663 5,985,200 6,901,188 12,886,388 1,788,154 1,468,766 1,308,346 117,957 6,130,746 7,190,656 13,321,402 49,526 523,191 520,185 33,996 687,615 (179,321) 508,294 588,767 469,424 527,619 2,218,048 523,346 2,741,394 (59,720) 8,914 9,450 (6,321) (55,833) (8,392) (64,225) (258) (276,208) (13,268) (289,476) (362) (8,489) (12,441) (12,441) (44,278) (59,490) (3,352) 11,664 (76,368) 41,131 (35,237) (8,841) (3,650) (10,033) (59,448) 68,275 8,827 6,120 (12,045) (12,045) 3,023 64,202 (2,316) (410) 112,758 64,721 177,479 484,451 470,911 521,368 4,933 1,838,463 675,813 2,514,276 533,977 994,102 1,041,553 38,929 2,526,078 496,492 3,022,570 The accompanying notes are an integral part of these financial statements. 17 cj r This a has been left blank Intentional/ Pa9 Y 18 CITY OF BROOKLYN CENTER, M OTA r f s NOTES TO FINANCIAL STATEMENTS December 31, 2004 Note I 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 -large 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 UNITS 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 are 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 ORGANIZATIONS The City has several agreements with other entities that provide reduced costs, better service, and additional benefits to the participants. The programs in which the City participates are listed below and amounts recorded within the current year's financial statements are disclosed. Local Government Information Svstems Association (LOGIS) 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 2004 financial statements of the City is $439,830 for general services and application upgrades provided. Costs were allocated to the various funds based on applications and/or use of services. Complete financial statements may be obtained at the LOGIS offices located at 5750 Duluth Street, Golden Valley, Minnesota 55422. 19 l� t CITY OF BROOKLYN CENTER, MI E 'IrA NOTES TO FINANCIAL STATEMEN December 31, 2004 Loeis Insurance Grout) This group provides cooperative purchasing of health and life insurance benefits for approximately 45 governmental entities. The total of 2003 health and life insurance costs paid by the City was $942,380. 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 Statutes. Its board of directors is elected by the membership of the Association and not by the City Council The Association issues its own set of financial statements. All funding is conducted in accordance with applicable Minnesota Statutes, whereby state aids flow to the Association, 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 statements 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 i 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 removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business -type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or 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. 20 ff CITY OF BROOKLYN CENTER, XV 0JA /'1 NOTES TO FINANCIAL STATEMENTS December 31, 2004 C. MEASUREMENT FOCUS, BASIS OF ACCOUNTING, AND FINANCIAL STATEMENT PRESENTATION The government -wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the Proprietary Fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the government considers all revenues, except reimbursement grants, to be available if they are collected within 60 days of the end of the current fiscal period. Reimbursement grants are considered available if they are collected within one year of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Property taxes, 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 fiscal period. Only the portion of special assessments receivable due within the current fiscal period is considered to be susceptible to accrual as revenue of the current period. All other revenue items are considered to be measurable and 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 government, 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 Sp ecial Revenue Fund has the authority to collect tax increments which p tY 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. 21 J CITY OF BROOKLYN CENTER, MI E rA NOTES TO FINANCIAL STATEMEN"It December 31, 2004 The In astructure 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 properties. The government reports the following major proprietary funds: The Municipal Liquor Fund accounts for the operations of the City's municipal off -sale liquor 9 stores. The Golf Course Fund accounts for operations of Centerbrook Golf Course, a 9 hole par 3 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 provision of water to customers. Administration, wells, water storage, and distribution are included. The Sanitary Sewer Fund accounts for the collection and pumping of sanitary sewage through a system of sewer lines and lift stations. Sewage is treated by the Metropolitan Council Environmental Services whose fees represent about 66 of this fund's expenses. The Storm Drainage Fund accounts for the operations and improvements of the storm water drainage system. It incorporates not only the storm sewer system, but also water structures such as holding ponds and facilities to improve water quality. Fees are based upon the amount of water running off a property and vary with both size and absorption characteristics of the parcel. 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. Governments also have the option of following subsequent private sector guidance for their business -type activities and enterprise funds, subject to this same limitation. The government 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, are 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. 22 CITY OF BROOKLYN CENTER, MV )0JA J 1—'- 1 NOTES TO FINANCIAL STATEMENTS December 31, 2004 I Additionally, the government reports the following fund type: Internal Service Funds account for compensated absences, health care insurance benefits and central garage services provided to other departments of the City on a cost reimbursement basis. 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. 23 1" 1 CITY OF BROOKLYN CENTER, MI NE ItA NAN NOTES TO FINANCIAL STATEMEN C December 31, 2004 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 following January. The operating budgets include expenditures and the means of financing them. 2. The County mails individual property tax notices showing the taxes that would result from the proposed budgets of all taxing units to each property owner in November. 3. Public hearings are 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. 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. 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 governmental 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 are 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 governmental 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, 2004, expenditures exceeded appropriations in the Economic Development Authority, Police Drug Forfeiture and City Initiatives Grant Special Revenue Funds by $25,572, $51,952 and $163,789 respectively. 24 CITY OF BROOKLYN CENTER, MIINR4 OrI A NOTES TO FINANCIAL STATEMENTS December 31, 2004 E. CAS H 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, 2004 are planned to be eliminated in 2005. 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 property, 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 (levy /assessment date) of each year 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 property taxes are payable (by property owners) on May 15 and October 15 of each calendar year. Personal property 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 property owners. The County possesses this authority. 25 CITY OF BROOKLYN CENTER, MI N 0) A t' r 1, NOTES TO FINANCIAL STATEME December 31, 2004 GOVERNMENTIWIDE FINANCIAL STATEMENTS, The City recognizes property tax revenue in the period for which the taxes 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, current and delinquent taxes and State 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) and taxes and credits not received at the year end are classified as delinquent and due from County taxes receivable. The portions of delinquent taxes not collected by the City in January are fully offset by deferred revenue because they are not available to finance current expenditures. H. MARKET VALUE HOMESTEAD CREDIT Property taxes on residential agricultural homestead property (as defined by State Statutes) are 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. I. SPECIAL ASSESSMENT REVENUE RECOGNITION 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 are allowed to go delinquent, the property is subject to tax forfeit sale. Proceeds of sales from tax 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 homesteaded, 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. 26 CITY OF BROOKLYN CENTER MI N O1fA NOTES TO FINANCIAL STATEMENTS December 31, 2004 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) and are also recognized as revenue for the current year. All remaining delinquent, deferred and special deferred assessments receivable in governmental funding are completely offset by deferred revenues. J. INVENTORIES GOVERNMENTAL FUNDS The primary government does not maintain material amounts of inventory within the other governmental funds. Inventories of governmental funds are recorded as expenditures when consumed rather than when purchased. 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 governmental fund type 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 of more than $5,000 (amount not rounded) 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. 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 included as part of the capitalized value of the assets constructed. For the year ended December 31, 2004, no interest was capitalized in connection with construction in progress. 27 C ITY OF BROOKLYN CENTER MI E A C r 1 NOTES TO FINANCIAL STATEMEN December 31, 2004 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 sewer mains and lines 25 years Buildings and structures 25 years Water wells and storage tanks 25 years Sewer lift stations 25 years Street lights and traffic lights 15 years Machinery and equipment 5 15 years Departmental equipment 5 years M. COMPENSATED ABSENCES 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 example, as a result of employee resignations and retirements. In accordance with the provisions of Statement of Government Accounting Standards No. 16, Accounting for Compensated Absences, no liability is recorded for nonvesting accumulating rights to receive sick pay benefits. However, a liability is recognized for that portion of accumulating sick leave benefits that is vested 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 governmental activities, business -type activities, or proprietary fund type statement of net assets. Bond premiums and discounts, as well as issuance costs, are immaterial and are expensed in the year of bond issuance. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. 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. 28 CITY OF BROOKLYN CENTER, MI QJA 1 NOTES TO FINANCIAL STATEMENTS December 31, 2004 P. INTERFUND TRANSACTIONS Interfund services provided and used are accounted for as revenues, expenditures or expenses. Transactions that constitute reimbursements to a fund for expenditures /expenses initially made from it that are properly applicable to another fund, are recorded as expenditures /expenses in the reimbursing fund and as reductions of expenditures /expenses in the fund that is reimbursed. Interfund loans are 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. R. RECONCILIATION OF GOVERNMENT -WIDE AND FUND FINANCIAL STATEMENTS 1. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL 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. One element of that reconciliation explains that "long -term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds." The details of this $31,999,585 difference are as follows: Bonds payable $31,593,101 Accrued interest payable 406,484 Net adjustment to reduce fund balance total governmental funds to arrive at net assets governmental activities $31,999,585 29 I J CITY OF BROOKLYN CENTER, M NE YA NOTES TO FINANCIAL STATEMEN December 31, 2004 2. 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 ofgovernmental activities as reported in the government -wide statement of activities. One element of that reconciliation explains that "Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense." The details of this $2,535,384 difference are as follows: Capital outlay $3,900,133 Depreciation expense (1,364,749) Net adjustment to increase net changes in fund balances total governmental funds to arrive at changes in net assets of governmental activities $2,535,384 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 $367,927 difference are as follows: General property taxes deferred revenue: At December 31, 2003 ($391,585) At December 31, 2004 580,140 Tax increment taxes deferred revenue: At December 31, 2003 (288,475) At December 31, 2004 740,587 Special assessments deferred revenue: At December 31, 2003 (3,491,475) At December 31, 2004 3,218,735 Other deferred revenues: At December 31, 2003 (36,431) At December 31, 2004 36,431 Net adjustments to increase net changes in fund balances total governmental funds to arrive at changes in net assets of governmental activities $367,927 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 30 f 1 CITY OF BROOKLYN CENTER,� NOTES TO FINANCIAL STATEMENTS December 31, 2004 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 ($14,663,101) difference are as follows: Debt issued or incurred: Issuance of general improvement bonds ($18,183,101) Principal repayments: General obligation debt 740,000 General improvement bonds 1,005,000 Tax increment bonds 1,775,000 Net adjustment to decrease net changes in fund balances total governmental funds to arrive at changes in net assets of governmental activities ($14,663,101) Note 2 DEPOSITS AND INVESTMENTS DEPOSITS In accordance with Minnesota Statutes, the City maintains deposits at those depository banks authorized by the City Council. All such depositories are members of the Federal Reserve System. Minnesota Statutes require that all City deposits be protected by insurance, surety bond, or collateral. The market value of collateral pledged must equal 110% of the deposits not covered by insurance or bonds. Authorized collateral includes the legal investments described below, as well as certain first mortgage notes, and certain other state or local government obligations. Minnesota Statutes require that securities pledged as collateral be held in safekeeping by the City Treasurer or in a financial institution other than that furnishing the collateral. 31 l am CITY OF BROOKLYN CENTER, M N 'rA NOTES TO FINANCIAL STATEME December 31, 2004 Balances at December 31, 2004 are as follows: Carrying Bank Amount Balance 1) Insured or collateralized by securities held by the City or its agent in the City's name. 4,122,475 4,318,473 2) Collateralized with securities held by the pledging institution trust department in the City's name. 3) Uncollateralized or collateralized with securities not in the City's name. Totals 4,122,475 4,318,473 INVESTMENTS Minnesota Statutes authorize the City to invest in the following: a) Direct obligations or obligations guaranteed by the United States or its agencies, its instrumentalities or organizations created by an act of congress, excluding mortgage- backed securities defined as high risk. b) Shares of investment companies registered under the Federal Investment Company Act of 1940 and whose only investments are in securities described in (a) above, general obligation tax exempt securities, or repurchase or reverse repurchase agreements. c) General obligations of the State of Minnesota or any of its municipalities. d) Bankers acceptance of United States banks eligible for purchase by the Federal Reserve System. e) Commercial paper issued by United States corporations or their Canadian subsidiaries, of the highest quality, and maturing in 270 days or less. f) Repurchase or reverse repurchase agreements with banks that are members of the Federal Reserve System with capitalization exceeding $10,000,000; a primary reporting dealer in U.S. government securities to the Federal Reserve Bank of New York; certain Minnesota securities broker dealers; or, a bank qualified as a depositor. 32 CITY OF BROOKLYN CENTER, MI N�Q A NOTES TO FINANCIAL STATEMENTS December 31, 2004 Balances at December 31, 2004: Carrying/Fair Custodial Credit Risk Category Value Securities Type 1 2 3 Amount Federal agencies 4,444,903 4,444,903 Totals 4,444,903 4,444,903 114 Investment pools 47,114,515 515 Deposits 4,122,475 Total deposits and investments 55,681,893 Petty cash and change 7,175 The City's investments are categorized above to give an indication of the level of custodial credit risk assumed at year end. Category 1 includes investments that are insured or registered or for which the securities are held by the City or its agent in the City's name. Category 2 includes uninsured and unregistered investments for which the securities are held by the counterparty's trust department or agent in the City's name. Category 3 includes uninsured and unregistered investments for which the securities are held by the counterparty or by its trust department or agent but not in the City's name. Note 3 RECEIVABLES Significant receivables balances not expected to be collected within one year of December 31, 2004 are as follows: Maior Funds Earle TIF Special Brown TIF District Assessment Infrastructure Water Sanitary Storm Nonmajor General District No.3 Bonds Construction Utility Sewer Drainage Funds Total Special assessments receivable S S $2,173,016 $298,020 $242,615 $2,577 $3,616 S $2,719,844 Delinquent property taxes 10,491 10,491 Delinquent tax increment 97,499 97,499 Loan receivable 105.074 1,443,069 1.548,143 $105074 $97,499 $2,177016 $298,020 $242,615 $2,577 $3,616 $1,453,560 $4,375,977 33 f� d CITY OF BROOKLYN CENTER, MI NE 'pA J f r NOTES TO FINANCIAL STATEMENTS December 31, 2004 Governmental funds report deferred revenue in connection with receivables for revenues that are not considered to be available to liquidate liabilities of the current period. Governmental funds also defer revenue recognition in connection with resources that have been received, but not year, the various components yet earned. At the end of the current fiscal Y onents of deferred revenue and unearned revenue reported in the governmental funds were as follows: Unavailable Unearned Delinquent property taxes receivable (General Fund) 467,754 Delinquent property taxes receivable (Special Assessment Bonds) 34,814 Delinquent property taxes receivable (Nonmajor Funds) 31,435 Delinquent tax increment collections (Earl Brown TIF District) 97,499 Delinquent tax increment collections (TIF District #3) 643,088 Special assessments not yet due (Special Assessment Bonds) 2,402,346 Special assessments not yet due (Special Assessment Construction) 816,413 Grant drawdowns prior to meeting all eligibility requirements (Nonmajor Funds) 8,434 Fees received but unearned (General Fund) 6,132 Fees received but unearned (Special Assessment Construction) 36,360 Total deferred /unearned revenue for governmental funds $4,535,841 8,434 Note 4 CAPITAL ASSETS Depreciation expense was charged to functions /programs of the primary government as follows: Governmental activities: General government 83,102 Public safety 398,684 Public works 628,330 Parks and recreation 254,634 Capital assets held by the governments internal service funds are charged to the various functions based on their usage of the assets 523,346 Total depreciation expense governmental activities 1,888,096 Business -type activities: Municipal liquor fund 35,624 Golf course fund 27,971 Earle Brown Heritage Center Fund 568,643 Water utility fund 588,767 Sanitary sewer fund 469,424 Storm drainage fund 527,619 Total depreciation expense business -type activities 2,218,048 34 t CITY OF BROOKLYN CENTER, MIZN OtfA� NOTES TO FINANCIAL STATEMENTS December 31, 2004 CONSTRUCTION COMMITMENTS At December 31, 2004, the City had construction project contracts in progress. The commitments related to remaining contract balances are summarized as follows: Contract Remaining Project Project Amount Commitment 2004 -01 Northport Streets 2,673,332 83,847 2004 -16 Grandview Park 183,884 9,615 2,857,216 93,462 Note 5 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 cancelled at the City's option if the City ceases liquor operations. Total rental expense under the lease agreements for the years ended December 31, 2004 and 2003 was $288,444 and $142,730, respectively. Future minimum rent payments under the current agreements are as follows: Total Year Minimum Ending Rents 2005 188,897 2006 193,530 2007 193,530 2008 193,530 2009 193,530 2010 136,158 2011 93,360 2012 93,360 2013 93,360 $1,379,255 Note 6 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. 35 f l� J f I CITY OF BROOKLYN CENTER, MI NE AA NOTES TO FINANCIAL STATEMEN December 31, 2004 GOVERNMENTAL ACTIVITIES As of December 31, 2004, the long -term debt of the financial reporting entity consisted of the following: Final Interest Maturity Original Payable Rates Date Date Issue 12/31/04 General Obligation Bonds: Refunding State -Aid Street Bonds 3.55% 4.00% 12/1/1998 4/1/2006 S 1,585,000 S 575,000 Police and Fire Building Bonds 4.10 0 /.4.90% 12/1/1997 2/1/2013 7,900,000 5,405,000 Police and Fire Building Refunding Bonds 2.00% -3.35% 1/1/2004 2/1/2013 5,045,000 5,045,000 Total General Obligation Bonds 14,530,000 11,025,000 G.O. Tax Increment Bonds: Taxable Tax Increment Bonds of 1995 6.00 1 /66.75% 11/1/1995 2/1/2011 4,560,000 2,730,000 Taxable Tax Increment Refunding Bonds of 2004 2.25 %4.40% 1/1/2004 2/1/2011 2,470,000 2,470,000 Taxable Tax Increment Bonds of 2004 4.75 12/1/2004 2/l/2020 17,245,000 17,245,000 Total Tax Increment Bonds 24,275,000 22,445,000 G.O. Improvement Bonds: 1994 Street Improvement Bonds 4.10 -5.50% 811/1994 2/1/2005 835,000 95,000 1995 Street Improvement Bonds 4.00 11/1/1995 2/1/2006 780,000 175,000 1996 Street Improvement Bonds 4.20°/x5.10% 11/1/1996 2/1/2007 1,440,000 470,000 1997 Street Improvement Bonds 4.00 0 /".70% 12/1/1997 2/112008 1,075,000 405,000 1998 Street Improvement Bonds 3.40% 4.20% 12/1/1998 2/1/2009 1,085,000 505,000 1999 Street Improvement Bonds 4.10 4 /65.00% 12/1/1999 2/1/2010 1,585,000 930,000 000 495,000 2000 Street Improvement Bonds 4.30%4.90 12/112000 2/1/2011 735, P 00 e Improvement 2.60°/x4.40% 12/112001 2/1/2012 730,000 565,000 2 I Street mp ovement Bonds 2003 Street Improvement Bonds 1.45 %4.00% 1/112003 2/1/2013 1,205,000 1,060,000 2004 Street Improvement Bonds 2.10 9 /6 12/1/2004 2/1/2015 1,010,000 1,010,000 Total G.O. Improvement Bonds 10,480,000 5,710,000 Total bonded indebtedness 49,285,000 39,180,000 Compensated absences payable Total City indebtedness governmental activities S 49,285,000 40,037,305 BUSINESS -TYPE ACTIVITIES Final Interest Maturity Original Payable Rates Date Date Issue 12/31/04 G.O. Revenue Bonds: 1994 Storm Sewer Revenue Bonds 4.20 8/1/1994 2/1/2005 1,830,000 2X000 Total business -type activities 1,830,000 S 230,000 36 CITY OF BROOKLYN CENTER A NOTES TO FINANCIAL STATEMENTS December 31, 2004 Annual debt service requirements to maturity for long -term debt are as follows: General Obligation Bonds Tax Increment Bonds G.O. Improvement Bonds Year Ending Governmental Activities Governmental Activities Governmental Activities December 31 Principal Interest Principal Interest Principal Interest 2005 5,685,000 403,302 3,140,000 806,494 990,000 198,661 2006 875,000 143,018 1,000,000 887,080 1,000,000 167,286 2007 590,000 124,690 1,050,000 847,236 900,000 129,316 2008 600,000 110,553 1,030,000 804,491 720,000 96,798 2009 610,000 93,903 1,095,000 759,214 615,000 70,407 2010 640,000 75,153 1,120,000 710,280 495,000 47,977 2011 640,000 55,633 1,165,000 658,155 340,000 31,111 2012 685,000 34,581 800,000 612,212 270,000 19,234 2013 700,000 11,725 1,240,000 563,762 200,000 10,309 2014 1,305,000 503,319 90,000 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 S 11,025,000 S 1,052,558 22,445,000 8,666,631 S 5,710,000 777,670 Storm Sewer Revenue Bonds Year Ending Business -Type Activities December 31 Principal Interest 2005 230,000 6,210 Total $230,000 $6,210 CHANGE IN LONG -TERM LIABILITIES Long -term liability activity for the year ended December 31, 2004, was as follows: Beginning Ending Due Within Balance Additions Reductions Balance One Year Governmental activities: Bonds payable: General obligation bonds 6,720,000 5,045,000 (740,000) 11,025,000 5,685,000 Tax increment bonds 4,505,000 19,715,000 (1,775,000) 22,445,000 3,140,000 G.O. special assessment bonds 5,705,000 1,010,000 (1,005,000) 5,710,000 990,000 Total bonds payable 16,930,000 25,770,000 (3,520,000) 39,180,000 9,815,000 Compensated absences 7 93,227 637,234' 1563,156) 857 857;305 Total government activity long -term liabilities $17,713,227 26,407,234 (4,083,156) 40,037,305 10,672,305 Business -type activities Storm sewer revenue bonds 450,000 (220,000) 230,000 230,000 37 CITY OF BROOKLYN CENTER, MI NE NOTES TO FINANCIAL STATEM SN y December 31, 2004 For the governmental activities, loans payable are generally liquidated by the general fund. Compensated absences are liquidated by the Internal Service Fund. All long -term bonded indebtedness outstanding at December 31, 2004 is backed by the full faith and i lin credit of the City, including improvement and revenue b and issues. Delinquent assessments receivable at December 31, 2004 totaled $87,633. Note 7 CONDUIT DEBT OBLIGATIONS From time to time, the City has issued Housing Revenue Bonds and Industrial Revenue Bonds to provide assistance to private sector entities for the acquisition and construction of housing, industrial, and commercial facilities deemed to be in the public interest. The bonds are secured by the property financed and are payable solely from payments received on the underlying mortgage loans. Upon repayment of the bonds, ownership of the acquired facilities transfers to the private sector entity served by the bond issue. Neither the City, the State, nor any political subdivision thereof is obligated in any manner for the repayment of the bonds. Accordingly, the bonds are not reported as liabilities in the accompanying financial statements. As of December 31, 2004, there were six series of Housing Revenue or Industrial Revenue Bonds outstanding, with an aggregate principal amount payable Several variable debt issues are also outstanding. 38 CITY OF BROOKLYN CENTER, (!IA NOTES TO FINANCIAL STATEMENTS December 31, 2004 Note 8 RESERVED/DESIGNATED FUND EOUITY Fund balances and retained earnings in the various funds have been reserved or designated for the following 1 purposes: Reserved Fund Equity Fund balances: Major funds: General fund: Prepaid items 1,504 Advances to other funds 105,074 Total general fund 106,578 Special Assessment Bonds: Debt service 2,907,073 Nonmajor Funds: Loan receivable 2,153,038 Debt service 1,259,229 Total nonmajor funds 3,412,267 Total governmental funds 6,425,918 Designated Fund Equity Major funds: General fund: Working capital 6,862,871 TIF District #3: Bonding covenants 19,565,759 Statutory housing obligation 2,196,681 Total governmental funds 28,625,311 39 �1 CITY OF BROOKLYN CENTER, MI NE 'iA NOTES TO FINANCIAL STATEMEN December 31, 2004 1 Note 9 INTERFUND RECEIVABLES/PAYABLES. LOANS AND TRANSFERS, Individual fund interfund receivable and payable balances at December 31, 2003 are as follows: 1 Due from Due to Fund Other Funds Other Funds Major Funds: TIF District #3 1,200,000 Earl Brown TIF District 1,200,000 Total 1,200,000 1,200,000 1 Advances to Advances From Fund Other Funds Other Funds Major Funds: General Fund 105,074 Earl Brown TIF District 698,143 Golf Course 850,000 Non -Major Funds: Capital Improvements Fund 850,000 Municipal State Aid for Construction Fund 593,069 1,548,143 1,548,143 The above balances are not expected to be eliminated within one year of December 31, 2004. 40 I CITY OF BROOKLYN CENTER, M14 Q A NOTES TO FINANCIAL STATEMENTS December 31, 2004 Interf ind transfers: Transfer In Transfer Out Governmental Funds: Major Funds: General Fund 1,465,464 Earle Brown TIF District 876,000 Infrastructure Construction 2,586,626 Nonmajor Funds 2,516,987 759,339 Total govenmental funds 5,103,613 3,100,803 Proprietary Funds: Enterprise Utility Funds 1,679,810 Earle Brown Heritage Center Capital 200,000 Municipal Liquor 125,000 Total proprietary funds 2,004,810 r Total 5,103,613 5,105,613 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 2004, transfers from the General 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. 41 I` CITY OF BROOKLYN CENTER, NOTES TO FINANCIAL STATEMENTS December 31, 2004 Note 10 LEGAL DEBT MARGIN The City is subject to a statutory limitation by the State of Minnesota for bonded indebtedness payable principally from property taxes. The City of Brooklyn Center's legal debt margin for 2004 and 2003 is computed as follows: December 31, 2004 2003 Market value (after fiscal disparities) $1,959,999,100 $1,840,115,300 Debt limit 2% of Market Value $39,199,982 $36,802,306 Amount of debt applicable to debt limit: Total bonded debt $39,410,000 $17,380,000 Less: Special assessment bonds (5,710,000) (5,705,000) State Aid Street Bonds (575,000) (845,000) Tax Increment Bonds (22,445,000) (4,505,000) Utility Revenue Bonds (230,000) (450,000) Total debt applicable to debt limit $10,450,000 $5,875,000 Legal debt margin $28,749,982 $30,927,306 Note i l DEFICIT FUND BALANCES A deficit fund balance exists at December 31, 2004 in the following fund: Major Funds: Unreserved deficit fund balance Earle Brown Tax Increment Financing District: 1,858,494 Infrastructure Construction Fund 792,540 The deficits are being funded through internal borrowing and will be repaid from future surplus tax increments and construction transfers form utility funds. 42 CITY OF BROOKLYN CENTER, M.1 SQTA l r'� NOTES TO FINANCIAL STATEMENTS December 31, 2004 Note 12 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 determinable 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 tax 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. 43 f J J CITY OF BROOKLYN CENTER, M N OTA r NOTES TO FINANCIAL STATEMENTS December 31, 2004 F. GRANTS The City approved grants in the amount of $500,000 to Boca Limited Partnership. The grant requirements are not met. In turn the City requires repayment if certain requu� would be required to the funds to Hennepin County. return p G.' SUBSEQUENT EVENTS On February 1, 2005 the City paid off the principal amounts outstanding for the 1997 General Obligation Police and Fire Building Bonds and closed the obligation. Finding for this transaction was provided by the sale of the 2004 General Obligation Police and Fire Building Refunding bonds and sinking fund monies. On February 1, 2005 the City paid off the outstanding principal for the 1995 G.O. Tax Increment Bonds and closed the obligation. Funding for this transaction was provided by the 2004 G.O. Tax Increment Refunding Bonds. H. CONTINGENT LIABILITY The City entered into two limited tax increment notes with developers whereby the City shall pay 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, 2004 is as follows: Amended Original 12/31/2004 Interest Maturity Note Principal Balance Rate Date Twin Lakes business Park 2 „424,199.00 2,350,725.51 8.00% *No maturity date is set. Payments will continue until the principal is paid, or for 10 years, whichever comes first. Note 13 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 for which the City carries commercial insurance policies. The City retains risk for the deductible portions of the insurance policies. The amount of these deductibles is considered immaterial to the financial statements. I I 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. 44 CITY OF BROOKLYN CENTER, M1 lr! >OTA NOTES TO FINANCIAL STATEMENTS December 31, 2004 Note 14 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 twenty-five years of consecutive service with the City and are eligible to receive a pension from PERA shall have the option of retaining membership in the City's health insurance plan for which the employee will pay the premium until such time as the retiree is eligible to receive a full- retirement annuity under PERA or PERA police. At that time, the City will pay the single- person premium until such time as the retiree is eligible for Medicare coverage or at age 65, whichever is sooner. Employees participate in this program on a voluntary basis. As of December 31, 2004, 12 employees currently participate in this program. The cost of City paid health care premiums for the years ended December 31, 2004 and 2003 was $58,465 and $38,615, respectively. Fund liabilities are paid on a pay -as- you -go basis with investment earnings of the Fund. The $1,548,581 recorded as a liability is not an actuarially determined amount, but the City's best estimate of the future liability. The liability will remain unchanged until a thorough analysis of future liabilities is performed. Note 15 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 administers the Public Employees Retirement Fund (PERT) 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 olice officers firefighters and peace officers who qualify for membership P g P q fy P 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 45 CITY OF BROOKLYN CENTER, MI E NOTES TO FINANCIAL STATEMEN December 31, 2004 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 required 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 payroll: 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, 2004, 2003 and 2002 were $223,220, $309,237 and $299,954, respectively. The City's contributions to the Public Employees Police and Fire Fund for the years ending December 31, 2004, 2003 and 2002 were 272,860, $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. B. PENSION PLAN BROOKLYN CENTER FIRE DEPARTMENT RELIEF ASSOCIATION PLAN DESCRIPTION The City contributes to the Brooklyn Center Fire Department Relief Association (the Association) which is the administrator of a single employer 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 financial report which is available at City offices. FUNDING POLICY AND ANNUAL 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. 46 CITY OF BROOKLYN CENTER, M )QJA J NOTES TO FINANCIAL STATEMENTS December 31, 2004 CONTRIBUTIONS TRI S Total contributions to the plan in 2002 were 118,508, of which $16,239 was levied by the City of Brooklyn Center and $102,269 was from the State of Minnesota. The actuarially determined contribution based on an actuarial valuation performed at January 1, 2003 was $111,821, which represents funding for normal cost of $90,148 and administration of $21,673. Actual contributions have continued at higher levels to allow for a transition to a defined contribution plan in the future. These higher payments are irrevocable and do not affect the level of future City contributions. They do not constitute an asset of the City. The information below is the most recent data available. Actuarial valuation date 1/1/2003 Actuarial cost method Entry age normal cost method Amortization method Level dollar amount amortized on a closed basis Remaining amortization period 18 years Actuarial assumptions: Investment rate of return 7.5% compounded annually Discount rate for obligations 7.50% Projected salary increases Not applicable Post retirement benefits None Inflation rate Not applicable THREE -YEAR TREND INFORMATION Three Year Trend Information Annual Percentage Net Year Pension of APC Pension Ending Cost (APC) Contributed Obligation 12/31/200 $96,617 100% $0 12/31/2001 118,508 100% 0 12/31/2002 118,508 100% 0 47 -J CITY OF BROOKLYN CENTER, M E JA NOTES TO FINANCIAL STATEMEN December 31, 2004 SCHEDULE OF FUNDING PROGRESS Assets in Excess of Actuarial Actuarial Actuarial (Unfunded) Valuation Value of Accrued Accrued Funded Date Assets Liability Liability Ratio 12/31/2000 $3,078,163 $2,457,135 $621,028 125.30 12/31/2001 2,925,352 2,608,543 316,809 112.10% 12/31/2002 2,540,231 2,478,786 61,445 102.50% RELATED PARTY INVESTMENTS As of December 31, 2004, the Association held no securities issued by the City or other related 1 parties. Note 16 FUND CHANGES No new funds were opened by the City of Brooklyn Center in 2004. 48 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION J r� 1 Statement 9 BUDGETARY COMPARISON SCHEDULE GENE L� f Page 1 of 6 For The Year Ended December 31, 2004 Variance with Final Budget Budgeted Amounts Actual Positive Revenues: Original Final Amounts (Negative) Taxes: Property taxes and market value homestead credit 9,212,152 9,212,152 9,364,727 152,575 Penalties and interest 3,909 3,909 Lodging tax 660,000 660,000 656,859 (3,141) Total taxes 9,872,152 9,872,152 10,025,495 153,343 Licenses and permits: Liquor and beer 107,700 107,700 118,910 11,210 Building permits 350,000 350,000 280,270 (69,730) Mechanical permits 55,000 55,000 69,137 14, 137 Sewer and water permits 1,000 1,000 2,187 1,187 Plumbing permits 35,000 35,000 33,569 (1,431) Garbage licenses 3,100 3,100 3,080 (20) Taxicab licenses 1,300 1,300 Mechanical licenses 6,000 6,000 5,984 (16) Pawn shop licenses 12,000 12,000 3,000 (9,000) Service station licenses 2,800 2,800 2,545 (255) Vehicle dealer licenses 1,750 1,750 1,750 Bowling licenses 720 720 720 Cigarette licenses 3,000 3,000 3,938 938 Sign permits 3,000 3,000 2,572 (428) Rental dwelling permits 71,000 71,000 93,042 22,042 Amusement licenses 2,000 2,000 1,450 (550) Electrical Permits 40,000 40,000 40,107 107 ROW permits 7,481 7,481 Miscellaneous business license 4,000 4,000 7,035 3,035 Total licenses and permits 698,070 698,070 678,077 (19,993) Intergovernmental: State: Local government aid 877,555 877,555 877,555 Police pension aid 250,000 250,000 254,525 4,525 PERA aid 34,365 34,365 34,365 Fireperson pension aid 92,500 92,500 158,991 66,491 Police training 16,400 16,400 15,040 (1,360) E -911 phone service 15,000 15,000 20,618 5,618 Street maintenance aid Low income housing aid Miscellaneous grants 49,396 49,396 58,116 8,720 Total intergovernmental 1,335,216 1,335,216 1,419,210 83,994 Charges for services: General government charges 30,670 30,670 36,324 5,654 Public safety charges 18,450 18,450 23,534 5,084 Recreation fees 273,150 273,150 314,415 41,265 Community Center fees 304,550 304,550 303,784 (766) Total charges for services 626,820 626,820 678,057 51,237 49 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION r Statement 9 BUDGETARY COMPARISON SCHEDULE GENE L F j Page 2 of 6 For The Year Ended December 31, 2004 Variance with Final Budget Budgeted Amounts Actual Positive Original Final Amounts (Negative) Revenues: (continued) Fines and forfeits 225,000 225,000 254,980 29,980 Miscellaneous: Investment earnings 150,000 150,000 97,825 (52,175) Change in fair value of investments (11,617) (11,617) Other 75,000 75,000 93,702 18,702 Total miscellaneous 225,000 225,000 179,910 (45,090) Total revenues 12,982,258 12,982,258 13,235,729 253,471 Expenditures: General government: Mayor and council: Current: Personal services 50,989 50,989 46,633 4,356 Materials and supplies 100 100 20 80 Contractual services 77,319 77,319 80,900 (3,581) Total mayor and council 128,408 128,408 127,553 855 Administrative (Manager, Clerk, HR) offices: Current: Personal services 439,131 439,131 446,335 (7,204) Materials and supplies 4,850 4,850 2,908 1,942 Contractual services 47,700 47,700 31,947 15,753 Total administrative office 491,681 491,681 481,190 10,491 Elections and voter registration: Current: Personal services 53,580 53,580 55,930 (2,350) Materials and supplies 1,000 1,000 1,331 (331) Contractual services 31,075 31,075 35,506 (4,431) 655 8 5 655 92 767 (7,112) Total elections and voter registration 85 Assessor's office: Current: Personal services 221,275 221,275 211,409 9,866 550 2 1 550 324 1 226 Materials and supplies 2 Contractual services ervices 38,486 38,486 34,889 3,59 7 Total current 262,311 262,311 247,622 14,689 Capital outlay Total assessor's office 262,311 262,311 247,622 14,689 Finance: Current: Personal services 429,382 429,382 403,530 25,852 Materials and supplies 1,550 1,550 1,540 10 Contractual services 10,950 10,950 22,220 (11,270) Total current 441,882 441,882 427,290 14,592 Capital outlay 5(rbtal finance 441,882 441,882 427,290 14,592 TER MINNESOTA CITY OF BROOKLYN CENTER, REQUIRED SUPPLEMENTARY INFORMATION l� 1 Statement 9 BUDGETARY COMPARISON SCHEDULE GENE L� Page 3 of 6 For The Year Ended December 31, 2004 Variance with Final Budget Budgeted Amounts Actual Positive Original Final Amounts (Negative) Expenditures (continued): General government: (continued) Legal: Current: Personal services 250,000 250,000 251,222 (1,222) Government buildings: Current: Personal services 246,868 246,868 243,714 3,154 Materials and supplies 55,600 55,600 48,603 6,997 Contractual services 253,013 253,013 326,391 (73,378) Total government buildings 555,481 555,481 618,708 (63,227) Information Technology: Current: Personal services 155,478 155,478 156,112 (634) Materials and supplies 16,000 16,000 16,039 (39) Contractual services 163,013 163,013 167,094 (4,081) 1 Total current 334,491 334,491 339,245 (4,754) Capital outlay Total information technology 334,491 334,491 339,245 (4,754) Total general government 2,549,909 2,549,909 2,585,597 (35,688) Public safety: Police protection: Current: Personal services 4,426,172 4,426,172 4,538,475 (112,303) Materials and supplies 92,372 92,372 86,927 5,445 Contractual services 812,046 812,046 785,021 27,025 Total current 5,330,590 5,330,590 5,410,423 (79,833) Capital outlay 800 800 800 Total police protection 5,331,390 5,331,390 5,410,423 (79,033) Fire protection: Current: Personal services 428,350 428,350 453,377 (25,027) Materials and supplies 48,000 48,000 56,660 (8,660) Contractual services 195,867 195,867 209,094 (13,227) Total current 672,217 672,217 719,131 (46,914) Capital outlay 20,700 20,700 20,700 Total fire protection 692,917 692,917 719,131 (26,214) 51 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION j Statement 9 BUDGETARY COMPARISON SCHEDULE GENE F 1 f Page 4 of 6 For The Year Ended December 31, 2004 P 1 1 Variance with Final Budget Budgeted Amounts Actual Positive Original Final Amounts (Negative) Expenditures (continued): Public safety: (continued) Protective inspection: Current: Personal services 389,797 389,797 379,524 10,273 Materials and supplies 4,050 4,050 2,560 1,490 Contractual services 66,441 66,441 75,642 (9,201) Total protective inspection 460,288 460,288 457,726 2,562 Emergency preparedness: Current: Personal services 50,903 50,903 46,810 4,093 Materials and supplies 2,400 2,400 931 1,469 Contractual services 9,760 9,760 7,233 2,527 Total emergency preparedness 63,063 63,063 54,974 8,089 Total public safety 6,547,658 6,547,658 6,642,254 (94,596) f ty Public works: Engineering department: Current: Personal services 408,187 408,187 433,932 (25,745) Materials and supplies 3,720 3,720 4,506 (786) Contractual services 38,857 38,857 33,702 5,155 Total current 450,764 450,764 472,140 (21,376) Capital outlay 6,000 6,000 6,000 Total engineering department 456,764 456,764 472,140 (15,376) Street department: Current: Personal services 646,561 646,561 633,756 12,805 Materials and supplies 144,400 144,400 97,376 47,024 Contractual services 534,189 534,189 476,168 58,021 Total current 1,325,150 1,325,150 1,207,300 117,850 Capital outlay Total street department 1,325,150 1,325,150 1,207,300 1.17,850 Total public works 1,781,914 1,781,914 1,679,440 102,474 Community services: Social services: Current: 5,700 Contractual services 73,024 73,024 67,324 52 MINNESOTA CITY OF BROOKLYN CENTER, REQUIRED SUPPLEMENTARY INFORMATION J t Statement 9 BUDGETARY COMPARISON SCHEDULE GENE L� Page 5 of 6 For The Year Ended December 31, 2004 Variance with Final Budget Budgeted Amounts Actual Positive Original Final Amounts (Negative) Expenditures (continued): Parks and recreation: Administration: Current: Personal services 438,905 438,905 429,357 9,548 Materials and supplies 11,000 11,000 5,991 5,009 Contractual services 51,650 51,650 53,451 (1,801) Total current 501,555 501,555 488,799 12,756 Capital outlay Total administration 501,555 501,555 488,799 12,756 Adult programs: Current: Personal services 111,163 111,163 53,329 57,834 Materials and supplies 10,300 10,300 14,659 (4,359) Cost of good sold to public 20,333 20,333 21,953 (1,620) Contractual services 20,623 20,623 89,201 (68,578) Total adult programs 162,419 162,419 179,142 (16,723) Teen programs Current: Personal services 3,434 3,434 1,795 1,639 Materials and supplies 700 700 571 129 Contractual services Total teen programs 4,134 4,134 2,366 1,768 Youth programs: Current: Personal services 30,139 30,139 32,186 (2,047) Materials and supplies 7,570 7,570 7,173 397 Contractual services 9,100 9,100 660 8,440 Total youth programs 46,809 46,809 40,019 6,790 General programs: Current: Personal services 12,268 12,268 10,201 2,067 Materials and supplies 75 75 65 10 Contractual services 4,500 4,500 8,684 (4,184) Total general programs 16,843 16,843 18,950 (2,107) Community center: Current: Personal services 378,169 378,169 374,236 3,933 Materials and supplies 17,750 17,750 12,853 4,897 Contractual services 51,800 51,800 66,644 (14,844) Total current 447,719 447,719 453,733 (6,014) Capital outlay Total community center 447,719 447,719 453,733 (6,014) 53 CITY OF BROOKLYN CENTER, MINNESOTA i REQUIRED SUPPLEMENTARY INFORMATION l i Statement 9 BUDGETARY COMPARISON SCHEDULE GENE L T Page 6 of 6 For The Year Ended December 31, 2004 Variance with Final Budget Budgeted Amounts Actual Positive Original Final Amounts (Negative) Expenditures (continued): Parks and recreation: (continued) Park maintenance: Current: Personal services 508,223 508,223 493,796 14,427 Materials and supplies 56,100 56,100 42,079 14,021 Contractual services 301,221 301,221 263,114 38,107 Total current 865,544 865,544 798,989 66,555 Capital outlay Total park maintenance 865,544 865,544 798,989 66,555 Total parks and recreation 2,045,023 2,045,023 1,981,998 63,025 Economic development: Convention bureau: Current: Personal services 330,000 330,000 311,698 18,302 Nondepartmental: Expenditures not charged to departments: Current: Personal services 51,427 51,427 49,367 2,060 Materials and supplies 23,500 23,500 17,122 6,378 Contractual services 338,887 338,887 267,180 71,707 Total current 413,814 413,814 333,669 80,145 Capital outlay Total nondepartmental 413,814 413,814 333,669 80,145 Total expenditures 13,741,342 13,741,342 13,601,980 139,362 Revenues over (under) expenditures (759,084) (759,084) (366,251) 392,833 Other financing sources (uses): Transfers in administrative services reimbursed 784,084 784,084 784,084 I Transfers to other funds (25,000) (25,000) (25,000) Transfers of General Fund Equity (1,440,464) (1,440,464) Total other financing sources (uses) 759,084 759,084 (681,380) (1,440,464) Net increase decrease in fund balance (1,047,631) (1,047,631) Fund balance January 1 8,017,080 Fund balance December 31 6,969,449 54 CITY OF BROOKLYN CENTER MINNESOTA Statement 10 REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE EARL BR T RE NT DISTRICT For the Year Ended December 31, 2004 Variance with Final Budget Budgeted Amounts Positive Original Final Actual (Negative) Revenues: Property taxes 1,104,017 1,104,017 725,544 (378,473) Interest earnings (net of market value adjustment) 7,982 7,982 Total revenue 1,104,017 1,104,017 733,526 (370,491) Expenditures: Services and other charges 25,000 25,000 30,652 (5,652) Revenues over (under) expenditures 1,079,017 1,079,017 702,874 (376,143) Other financing sources (uses): Transfers out (1,492,750) (1,492,750) (876,000) 616,750 Net increase(decrease)in fund balance (413,733) (413,733) (173,126) 240,607 Fund balance January 1 (1,685,368) t Fund balance December 31 (1,858,494) i 55 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 11 BUDGETARY COMPARISON SCHEDULE -TAX �C�R�]E �r• 3 For the Year Ended December 31, 2004 Variance with Final Budget Budgeted Amounts Positive Original Final Actual (Negative) Revenues: Property taxes 3,472,780 3,472,780 2,880,586 (592,194) Interest 127,140 127,140 Total revenues 3,472,780 3,472,780 3,007,726 (465,054) Expenditures: Services and other charges 428,445 (428,445) Interest Total expenditures 428,445 (428,445) Revenues over expenditures 3,472,780 3,472,780 2,579,281 (893,499) Other financing sources (uses): Bond Sale Proceeds 17,173,101 17,173,101 Transfers out (550,000) (550,000) 550,000 Net increase in fund balance 2,922,780 2,922,780 19,752,382 16,829,602 Fund balance January 1 6,119,290 Fund balance December 31 25,871,672 56 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE NOTE TO RSI December 31, 2004 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 level of the General Fund. The following is a listing of General Fund departments whose expenditures exceed budgeted appropriations. Final Over Budget Actual Budget Major Funds: General Fund: Elections and voter registration 85,665 92,767 (7,102) Legal 250,000 251,122 (1,122) Govrnment buildings 555,481 618,708 (63,227) Information technology 334,491 339,245 (4,754) Police protection 5,331,390 5,410,423 (79,033) Fire protection 692,917 719,131 (26,214) Engineering department 456,764 472,140 (15,376) Adult recreation programs 162,419 179,142 (16,723) General recreation programs 16,843 18,950 (2,107) 1 Community center 447,719 453,733 (6,014) Spepcial Revenue Funds: Earle Brown T.I.F. District 25,000 30,652 (5,652) T.I.F. District 3 428,445 (428,445) r 57 CITY OF BROOKLYN CENTER, MINNESOTA Statement 12 COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS f r r f December 31, 2004 1 Total Nonmajor Special Debt Capital Governmental Assets: Revenue Service Project Funds Cash and investments 1,711,655 1,249,052 4,391,495 7,352,202 Receivables: Accounts 8,470 166,267 174,737 Current Taxes 1,116 5,194 6,310 Delinquent taxes 31,435 46,137 77,572 Due from other funds Due from other governments 58,392 58,392 Advances to other funds 1,443,069 1,443,069 Restricted assets: Cash and investments 4,948,936 4,948,936 Total assets 1,811,068 6,249,319 6,000,831 14,061,218 Liabilities and Fund Balance Liabilities: A ccounts payable 30,467 65,951 96,418 Due to other funds Due to other governments Accrued salaries and wages 3,731 3,731 Deferred revenue 39,869 46,137 86,006 Total liabilities 74,067 46,137 65,951 186,155 Fund balance: Reserved 6,203,182 1,443,069 7,646,251 Unreserved: Designated 4,491,811 4,491,811 Undesignated 1,737,001 1,737,001 Total fund balance 1,737,001 6,203,182 5,934,880 13,875,063 t Total liabilities and fund balance 1,811,068 6,249,319 6,000,831 14,061,218 58 CITY OF BROOKLYN CENTER, MINNESOTA COMBINING STATEMENT OF REVENUES, EXPEN IT RES AND 1 Statement 13 CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS For The Year Ended December 31, 2004 Total Nonmajor Special Debt Capital Governmental Revenues: Revenue Service Project Funds Taxes and special assessments 451,453 768,774 1,220,227 Intergovernmental 343,103 800,710 1,143,813 Charges for services 11,428 11,428 Investment earnings (net of market value adjustment) 24,342 52,987 39,633 116,962 Miscellaneous 356,207 761,544 1,117,751 Total revenues 1,186,533 821,761 1,601,887 3,610,181 Expenditures: Current: General government 8,444 8,444 Public safety 423,845 423,845 Public works 6,928 6,928 Economic development 509,639 509,639 Capital outlay: General government 137,456 137,456 Public works 487,765 487,765 Debt service: Principal retirement 2,245,000 2,245,000 Interest 585,145 585,145 Paying agent fees 47,399 47,399 Total expenditures 933,484 2,877,544 640,593 4,451,621 Revenues over under expenditures 253,049 (2,055,783) 961,294 (841,440) r Other financing sources (uses): Purchase of land (293,145) (293,145) Bonds issued 5,045,000 5,045,000 Discount on debt issued (6,439) (6,439) Transfers in 223,523 876,000 1,415,464 2,514,987 Transfers out (223,523) (533,816) (757,339) Total other financing sources (uses) (293,145) 5,914,561 881,648 6,503,064 Net increase (decrease) in fund balance (40,096) 3,858,778 1,842,942 5,661,624 Fund balance January 1 1,777,097 2,344,404 4,091,938 8,213,439 Fund balance December 31 1,737,001 6,203,182 5,934,880 13,875,063 59 CITY OF BROOKLYN CENTER SUBCOMBINING BALANCE SHEET Statement 14 NONMAJOR SPECIAL REVENUE FUNDS r' y) T December 31, 2004 Total Economic Tax Police City Nonmajor Development Increment Drug Initiatives Special Authority District Forfeiture Grant Revenue Fund No.4 Fund Fund Funds Assets Cash and investments 1,462,866 80,123 45,465 123,201 1,711,655 Current Taxes Receivable 1,116 1,116 Accounts receivable 8,098 372 8,470 Delinquent taxes receivable 31,435 31,435 Due from other governments 26,855 473 31,064 58,392 Total assets 1,522,272 88,221 45,938 154,637 1,811,068 Liabilities and Fund Balance Liabilities: Accounts payable 215 40 21,230 8,982 30,467 Due to other governments Accrued salaries payable 2,494 1,237 3,731 Deferred revenue 31,435 8,434 39,869 Total liabilities 34,144 40 21,230 18,653 74,067 Fund balance: Unreserved 1,488,128 88,181 24,708 135,984 1,737,001 Total liabilities and fund balance 1,522,272 88,221 45,938 154,637 1,811,068 60 f� f 1 1 1 1 1 1 This a e has been p g n left blank intentions /ly. 61 CITY OF BROOKLYN CENTER SUBCOMBINING STATEMENT OF REVENUES, E' DITURES f� AND CHANGES IN FUND BALANCE NONMAJOR SPECIAL REVENUE FUNDS For The Year Ended December 31, 2004 Housing and Economic Redevelopment Development Authority Authority Fund Fund Revenues: Property taxes 223,523 Intergovernmental 54,273 Charges for services Investment earnings 19,721 Miscellaneous 257,986 Total revenues 223,523 331,980 Expenditures: Personal services 118,632 V Supplies 475 Services and other charges 143,888 Total expenditures 262,995 Revenues over (under) expenditures 223,523 68,985 Other financing sources (uses): Purchase of land (293,145) Transfers in 223,523 Transfers out (223,523) Total other financing sources (uses) (223,523) (69,622) Net increase in fund balance (637) Fund balance January 1 1,488,766 Fund balance December 31 1,488,129 62 Statement 15 1 Total Tax Police Community City Nonmajor Increment Drug Development Initiatives Special District Forfeiture Block Grant Revenue No.4 Fund Grant Fund Funds 227,930 451,453 288,830 343,103 11,428 11,428 130 1,022 3,469 24,342 26,470 71,751 356,207 60 228,0 27,492 375,478 1,1 86,533 387 108,268 227,287 21,578 190,849 212,902 246,257 55,374 47,776 493,295 246,644 76,952 346,893 933,484 (18,584) (49,460) 28,585 253,049 (293,145) 223,523 (223,523) (293,145) 1 (18,584) (49,460) 28,585 (40,096) 106,765 74,168 107,398 1,777,097 88,181 24 135,983 1 i 63 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENUE FUND HOUSING AND REDE PMENT AUT�IOIj ITY FUND Statement 16 SCHEDULE OF REVENUES, EXPENDITURES AN I f CHANGES IN FUND BALANCE BUDGET AND f For The Year Ended December 31, 2004 Budgeted Amounts Actual Original Final Amounts Revenues: Property taxes 225,423 225,423 223,523 Expenditures Revenues over expenditures 225,423 225,423 223,523 Other fmancing sources (uses): (225,423) (225,423) (223,523) Transfers out Net increase in fund balance Fund balance January 1 Fund balance December 31 r r 64 1 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENUE FUND ECONOMIC DEVELO T t AYTI�ORIW FUND Statement 17 SCHEDULE OF REVENUES, EXPENDITURES AN CHANGES IN FUND BALANCE BUDGET AN Ab For The Year Ended December 31, 2004 Budgeted Amounts Actual Original Final Amounts Revenues: Property taxes Intergovernmental 54,273 Investment earnings (net of market value adjustment) 19,721 Miscellaneous 12,000 12,000 257,986 Total revenues 12,000 12,000 331,980 Expenditures: Current: Personal services 166,817 166,817 118,632 Supplies 1,550 1,550 475 Services and other charges 69,056 69,056 143,888 Debt service: Interest Total expenditures 237,423 237,423 262,995 Revenues over (under) expenditures (225,423) (225,423) 68,985 1 Other financing sources (uses): Purchase of land (293,145) Transfers in 225,423 225,423 223,523 Total other financing sources (uses) 225,423 225,423 (69,622) Net increase (decrease) in fund balance (637) Fund balance January 1 1,488,766 Fund balance December 31 1,488,129 i 65 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENUE FUND TAX INCREMENT DI T NO.4 FUND'' 1 Statement 18 SCHEDULE OF REVENUES, EXPENDITURES AN J� r CHANGES IN FUND BALANCE BUDGET AND C ALt For The Year Ended December 31, 2004 i Budgeted Amounts Actual Original Final Amounts Revenues: Property taxes 344,503 344,503 227,930 130 Interest earnings (net of market value adjustment) 344,503 344,503 228,060 Total revenues Expenditures: Current: Personal services 387 Services and other charges 10,000 10,000 14,744 Debt service: Principal 335,890 335,890 231,513 Interest Total expenditures 345,890 345,890 246,644 Revenues over expenditures (1,387) (1,387) (18,584) Fund balance January 1 106,765 Fund balance December 31 88,181 66 1 CITY OF BROOKLYN CENTER MINNESOTA SPECIAL REVENUE FUND POLICE DRUG FORMT FUND t Statement 19 SCHEDULE OF REVENUES, EXPENDITURES ANd J K CHANGES IN FUND BALANCE BUDGET AN Ad, For The Year Ended December 31, 2004 i 1 Budgeted Amounts Actual Original Final Amounts Revenues: 1 Forfeited drug money 25,000 25,000 26,470 Investment earnings (net of market value adjustment) 1,022 Total revenues 25,000 25,000 27,492 Expenditures: Current: Supplies 25,000 25,000 21,578 Services and other charges 14,904 Capital equipment 40,470 1 Total expenditures 25,000 25,000 76,952 Revenues over expenditures (49,460) Fund balance January 1 74,168 Fund balance December 31 24,708 1 1 1 i 1 1 i 1 i 67 CITY OF BROOKLYN CENTER, MINNESOTA 1 SPECIAL REVENUE FUND COMMUNITY DEVEfPTWNT BLOCK gTtANT FUND Statement 20 SCHEDULE OF REVENUES, EXPENDITURES AN l j�� r J CHANGES IN FUND BALANCE BUDGET AND AL For The Year Ended December 31, 2004 1 Budgeted Amounts Actual 1 Original Final Amounts Revenues: Intergovernmental: Federal grants 244,811 244,811 Expenditures: 1 Current: Services and other charges 244,811 244,811 Revenues over expenditures 1 Fund balance January 1 Fund balance December 31 1 1 1 i 1 1 1 1 1 1 68 CITY OF BROOKLYN CENTER MINNESOTA SPECIAL REVENUE FUND -CITY INITIATIVES G N FUND I Statement 21 SCHEDULE OF REVENUES, EXPENDITURES AN �f� CHANGES IN FUND BALANCE BUDGET A AI,. For The Year Ended December 31, 2004 Budgeted Amounts Actual Original Final Amounts Revenues: Intergovernmental 209,000 209,000 288,830 Charges for services 9,825 9,825 11,428 Investment earnings 3,469 Miscellaneous 29,028 29,028 71,751 Total revenues 247,853 247,853 375,478 Expenditures: Current: Personal services 28,686 28,686 108,268 Supplies 134,370 134,370 190,849 Services and other charges 20,048 20,048 47,776 Total expenditures 183,104 183,104 346,893 Net increase (decrease) in fund balance 64,749 64,749 28,585 Fund balance January 1 107,398 Fund balance December 31 135,983 i i i I j 69 CITY OF BROOKLYN CENTER, MINNESOTA Statement 22 SUBCO MBINING BALANCE SHEET 1 NONMAJOR DEBT SERVICE FUNDS J� F December 31, 2004 Total Nonmajor General Tax Debt Obligation Increment Service Bonds Bonds Funds Assets Cash and investments 944,464 304,588 1,249,052 Current taxes receivable 5,194 5,194 Delinquent taxes receivable 46,137 46,137 Restricted assets: Cash and investments 4,948,936 4,948,936 Total assets 5,944,731 304,588 6,249,319 Liabilities and Fund Balance Liabilities: Accounts payable Deferred revenue 46,137 46,137 Total liabilities 46,137 46,137 Fund balance: Reserved: Reserved for debt service 5,898,594 304,588 6,203,182 Total liabilities and fund balance 5,944,731 304,588 6,249,319 70 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES PE DIT RES AD4`d 1 Statement 23 CHANGES IN FUND BALANCE f NONMAJOR DEBT SERVICE FUNDS 1 For The Year Ended December 31, 2004 Total Nonmajor General Tax Debt Obligation Increment Service Bonds Bonds Funds Revenues: Property Tax 768,774 768,774 Investment earnings (net of market value adjustment) 46,962 6,025 52,987 Total revenues 815,736 6,025 821,761 Expenditures: Principal 470,000 1,775,000 2,245,000 Interest 347,842 237,303 585,145 Fiscal agent fees 45,570 1,829 47,399 Total expenditures 863,412 2,014,132 2,877,544 Revenues over (under) expenditures (47,676) (2,008,107) (2,055,783) Other financing ources g uses): Bonds issued 5,045,000 5,045,000 Discount on debt issued (6,439) (6,439) Transfers in 876,000 876,000 Total other financing sources (uses) 5,038,561 876,000 5,914,561 Net increase (decrease) in fund balance 4,990,885 (1,132,107) 3,858,778 Fund balance January 1 907,709 1,436,695 2,344,404 Fund balance December 31 5,898,594 304,588 6,203,182 71 BROOKLYN CENTER, MINNESOTA CITY OF B R, SUBCOMBINING BALANCE SHEET f NONMAJOR CAPITAL PROJECT FUNDS December 31, 2004 .J Capital Reserve Capital Emergency Improvements Assets Fund Fund Cash and investments 1,346,261 951,483 Accounts receivable Due from other funds Advance to other funds 850,000 1,346,261 1,801,483 Total assets Liabilities and Fund Balance Liabilities: Accounts payable Total liabilities Fund balance: Reserved: Advances to other funds 850,000 Unreserved: Undesignated 1,346,261 951,483 Total fund balance 1,346,261 1,801,483 Total liabilities and fund balance 1,346,261 1,801,483 72 J 1 Statement 24 Municipal Earle Brown Total State Aid Heritage Nonmajor for Center Street Capital Construction Improvements Reconstruction Technology Projects Fund Fund Fund Fund Funds 5,304 187,399 1,360,763 540,285 4,391,495 165,128 1,139 166,267 593,069 1,443,069 598,373 187,399 1,525,891 541,424 6,000,831 65,951 65,951 65,951 65,951 593,069 1,443,069 5,304 121,448 1,525,891 541,424 4,491,811 598,373 121,448 1,525,891 541,424 5,934,880 598,373 187,399 1,525,891 541,424 6,000,831 73 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, E50YENPITURES ANI;F' CHANGES IN FUND BALANCE NONMAJOR CAPITAL PROJECT FUNDS For The Year Ended December 31, 2004 Capital Reserve Capital Emergency Improvements Fund Fund Revenues: Intergovernmental 106,200 Investment earnings 9,688 9,336 Miscellaneous 122,910 Total revenues 9,688 238,446 Expenditures: Services and other charges 6,928 Capital outlay 487,765 Total expenditures 494,693 Revenue over (under) expenditures 9,688 (256,247) Other financing sources (uses): Transfers in/(out) 300,000 Net increase (decrease) in fund balance 9,688 43,753 Fund balance January 1 1,336,573 1,757,730 Fund balance December 31 1,346,261 1,801,483 r 74 r 1 Statement 25 Municipal Earle Brown Total State Aid Heritage Nonmajor for Center Street Capital Construction Improvements Reconstruction Technology Projects Fund Fund Fund Fund Funds 694,510 800,710 3,543 2,741 9,457 4,868 39,633 3,555 612,079 23,000 761,544 701,608 2,741 621,536 27,868 1,601,887 8,444 15,372 89,456 48,000 625,221 89,456 56,444 640,593 701,608 (86,715) 621,536 (28,576) 961,294 (533,816) 200,000 620,464 295,000 881,648 167,792 113,285 1,242,000 266,424 1,842,942 430,581 8,163 283,891 275,000 4,091,938 598,373 121,448 1,525,891 541,424 5,934,880 75 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF NET ASSETS Statement 26 NONMAJOR ENTERPRISE FUNDS December 31, 2004 Total Nonmajor Recycling and Street Light Enterprise Refuse Fund Utility Fund Funds Assets: Cash and cash equivalents 36,427 81,530 117,957 Accounts receivable net 50,767 47,243 98,010 Total assets 87,194 128,773 215,967 Liabilities: Accounts payable 750 11,985 12,735 Net assets: Unreserved 86,444 116,788 203,232 Total net assets 86,444 116,788 203,232 76 CITY OF BROOKLYN CENTER MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, E E ES f l� l Statement 27 AND CHANGES IN FUND NET ASSETS NONMAJOR ENTERPRISE FUNDS For The Year Ended December 31, 2004 Total Nonmajor Recycling and Street Light Enterprise Refuse Fund Utility Fund Funds i Operating revenues: Sales and user fees 214,347 208,121 422,468 Operating expenses: Supplies 77 77 Other services 221,443 11,618 233,061 Insurance 1,378 1,279 2,657 Utilities 152,677 152,677 Total operating expenses 222,821 165,651 388,472 Operating income (loss) (8,474) 42,470 33,996 Nonoperating revenues (expenses): Investment earnings 981 1,974 2,955 Transfer to capital project funds (51,000) (51,000) Total nonoperating revenues (expenses) 981 (49,026) (48,045) Change in net assets (7,493) (6,556) (14,049) Net assets January 1 93,937 123,344 217,281 Net assets December 31 86,444 116,788 203,232 r 77 CITY OF BROOKLYN CENTER, MINNESOTA 1 SUBCOMBINING STATEMENT OF CASH FLOWS/—) lJ Statement 28 NONMAJOR ENTERPRISE FUNDS r For The Year Ended December 31, 2004�� Total Nonmajor Recycling and Street Light Enterprise Refuse Fund Utility Fund Funds Cash flows from operating activities: Receipts from customers 211,111 205,036 416,147 Payments to suppliers (222,985) (153,823) (376,808) Miscellaneous revenue (136) (274) (410) Net cash flows from operating activities (12,010) 50,939 38,929 Cash flows from non capital financing activities 1 Transfers out (51,000) (51,000) Cash flows from investing activities: Interest on investments 1,117 2,248 3,365 Net increase in cash and cash equivalents (10,893) 2,187 (8,706) Cash and cash equivalents January 1 47,320 79,343 126,663 Cash and cash equivalents December 31 36,427 81,530 117,957 1 Noncash items: Change in fair value of investments (136) (274) (410) Capital contribution Reconciliation of operating income to net cash provided (used) by operating activities: Operating income (loss) (8,474) 42,470 33,996 Adjustments to reconcile operating income (loss) to net cash provided by (used for) operating activities: Changes in assets and liabilities: Decrease (increase) in receivables (3,236) (3,085) (6,321) 1 Increase (decrease) in payables (164) 11,828 11,664 Other nonoperating income (136) (274) (410) Net cash flows from operating activities (12,010) 50,939 38,929 1 1 i 1 78 1 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF NET ASSETS 1 Statement 29 INTERNAL SERVICE FUNDS December 31, 2004 Central EE Retirement EE Comp Garage Benefit Absences Total Assets: Current assets: Cash and cash equivalents 4,779,713 1,529,053 881,890 7,190,656 Accounts receivable net 10,038 1,849 11,887 Inventories at cost 28,120 28,120 Total current assets 4,817,871 1,530,902 881,890 7,230,663 Noncurrent assets: Capital assets: Machinery and equipment 5,807,809 5,807,809 Less: Allowance for depreciation (3,764,502) (3,764,502) Net capital assets 2,043,307 2,043,307 Total noncurrent assets 2,043,307 2,043,307 Total assets 6,861,178 1,530,902 881,890 9,273,970 Liabilities: Current liabilities: Accounts payable 52,947 52,947 Accrued salaries payable 3,370 3,370 Total current liabilities 56,317 56,317 Noncurrent liabilities: Compensated absences payable 857,305 857,305 Accrued health insurance liability 1,548,581 1,548,581 Total noncurrent liabilities 1,548,581 857,305 2,405,886 Total liabilities 56,317 1,548,581 857,305 2,462,203 Net assets: Invested in capital assets, net of related debt 2,043,307 2,043,307 Unrestricted 4,761,554 (17,679) 24,585 4,768,460 Total net assets 6,804,861 (17,679) 24,585 6,811,767 79 CITY OF BROOKLYN CENTER, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, E ES AND Statement 30 CHANGES IN FUND NET ASSETS INTERNAL SERVICE FUNDS For The Year Ended December 31, 2004 Central EE Retirement EE Comp Garage Benefit Absences Total Operating revenues: Charges for services 1,047,210 74,078 1,121,288 Operating expenses: Personal services 271,841 58,465 74,078 404,384 Supplies 237,261 237,261 Other services 89,566 89,566 Insurance 43,497 43,497 Utilities 2,555 2,555 Depreciation 523,346 523,346 Total operating expenses 1,168,066 58,465 74,078 1,300,609 120 856 58 465 Operating income (loss) (179,321) Nonoperating revenues (expenses): Investment earnings 70,462 23,646 12,394 106,502 Gain (loss) on sale of fixed asset 29,202 29,202 Other revenue 50,316 50,316 Total nonoperating revenues (expenses) 149,980 23,646 12,394 186,020 Change in net assets 29,124 (34,819) 12,394 6,699 Net assets January 1 6,775,737 17,140 12,191 6,805,068 Net assets December 31 6,804,861 (17,679) 24,585 6,811,767 80 CITY OF BROOKLYN CENTER MINNESOTA SUBCOMBINING STATEMENT OF CASH FLOW r),, f Statement 31 INTERNAL SERVICE FUNDS For The Year Ended December 31, 2004 Central EE Retirement EE Comp Garage Benefit Absences Total Cash flows from operating activities: Receipts from interfund services provided 1,040,667 (1,849) 1,038,818 Payments to suppliers (345,016) (345,016) Payments to employees (278,990) (57,119) 74,078 (262,031) Miscellaneous revenue 69,728 (3,285) (1,722) 64,721 Net cash flows from operating activities 486,389 (62,253) 72,356 496,492 1 Cash flows from capital and related financing activities: Acquisition and construction of capital assets (328,324) (328,324) Cash flows from investing activities: Interest on investments 80,253 26,931 14,116 121,300 Net increase in cash and cash equivalents 238,318 (35,322) 86,472 289,468 Cash and cash equivalents January 1 4,541,395 1,564,375 795,418 6,901,188 Cash and cash equivalents December 31 4,779,713 1,529,053 881,890 7,190,656 Reconciliation of operating income to net cash provided (used) by operating activities: Operating income (loss) (120,856) (58,465) (179,321) Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Depreciation 523,346 523,346 Changes in assets and liabilities: Decrease (increase) in receivables (6,543) (1,849) (8,392) Decrease (increase) in inventories (13,268) (13,268) Increase (decrease) in payables 41,131 41,131 Increase (decrease) in accrued expenses (7,149) 1,346 74,078 68,275 Other nonoperating income 69,728 (3,285) (1,722) 64,721 Total adjustments 607,245 (3,788) 72,356 675,813 Net cash provided by operating activities 486,389 (62,253) 72,356 496,492 81 1 1 1 1 r 1 This page has been left blank intentionally. 1 1 1 1 1 82 1