Loading...
1973 Financial Statements r • , • • CITY OF FRIDLEY, MINNESOTA FINANCIAL STATEMENTS DECEMBER 31 , 1973 • • 7 1EN'N CITY OF FRIDLEY, MINNESOTA ELECTED AND APPOINTED OFFICIALS DECEMBER 31 , 1973 mu Term of office expires January Elected Mayor - Frank G. Liebl 1975 Councilmen Wallace R. Starwalt 1974 Everett F. Utter 1975• William J. Nee 1976 Tim F. Breider 1976 Effective January 1974 Mayor - Frank G. Liebl 1975 `"°h Councilmen Everett F. Utter 1975 William J. Nee 1976 Tim F. Breider 1976 Wallace R. Starwalt 1977 Appointed City Manager - Nasim M. Qureshi Clerk-Treasurer - Marvin C. Brunsell Attorney - Virgil C. Herrick Assessor - Mervin Herrmann •- Engineer - Nasim M. Qureshi CITY OF FRIDLEY, MINNESOTA elTh TABLE OF CONTENTS Page Accountant's opinion 1 '^ Comments 2 Balance sheets - All funds 8 General and special revenue funds Balance sheets 10 General and Special Revenue Funds - Analysis of fund balances 11 General Fund Statement of revenue - Actual compared with budget estimates 12 Statement of expenditures - Actual compared with budget estimates 13 Special Revenue funds - Statements of revenue and expenditures 18 Investment Fund Balance sheet 19 Statement of cash receipts and disbursements 19 Special assessment funds Balance sheets 20 Statements of cash receipts and disbursements 21 Individual fund balance sheets Construction 22 Debt service 24 Special assessment construction funds - Statements of cash receipts and disbursements 28 Special Assessment debt service funds - Statements of cash receipts and disbursements 32 General debt service funds • Balance sheets 36 Statements of cash receipts and disbursements 36 Liquor Fund Balance sheet 37 Statement of income 38 Analysis of changes- in retained earnings 38 Statement of changes in financial position 41 r, Statement of operating expenses 42 -f°14 CITY OF FRIDLEY, MINNESOTA TABLE OF CONTENTS (CONTINUED) Page Water and Sewer Revenue Bond Fund ., Balance sheet 44 Operation and Maintenance Account - Statement of income 45 Analysis of changes in retained earnings 45 Statement of changes in financial position 46 Statement of changes in assets restricted for revenue bond debt service Sinking Account 47 Reserve Account • 47 Construction Account 47 Trust and agency funds Balance sheets 48 Statements of cash receipts and disbursements 48 Statement of general fixed assets 49 Miscellaneous information Statement of cash and security for deposits 50 Summary of statement of cash receipts and disbursements 50 Statement of investments 51 Bonds payable - All funds 52 Debt service requirements - All funds 57 Debt service requirements - General obligations bonds 58 Debt service requirements - Permanent bonds - Special assessment funds 59 Debt service requirements - Temporary bonds - Special assessment funds 60 Debt service requirements - Public utility revenue and water improvement bonds 61 Assessed valuations, tax levies and mill rates 62 Comparison of valuations and levies of classes of property 63 Tax levies and tax collections 64 Insurance coverage 65 Employees' surety bonds 65 f n GEORGE M. HANSEN COMPANY Certified Public Accountants SOUTH PLAZA BUILDING MINNEAPOLIS, MINNESOTA 55416 ^ ■•■ • •% To the City Council of- Fridley, Minnesota We have examined the accompanying financial statements of the respective funds of the City of Fridley, Minnesota for the year ended December 31, 1973. Our examination was made in accordance with generally accepted auditing standards and accordingly in- cluded such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. 1-‘1Th In our opinion, these statements, page 8 to page 56, present fairly the financial position of the respective funds of the City of Fridley, .. Minnesota at December 31, 1973 and the results of their operations for the year then ended, in conformity with generally accepted governmental accounting principles applied on a consistent basis _4e-err. 77?. July 3, 1974 /=1 2 •^ CITY OF FRIDLEY, MINNESOTA COMMENTS The City of Fridley operates under a charter which provides for a form of government designated as the "Council-Manager Plan. " Under this plan as set forth in the Charter, "All discretionary powers of the city, both legislative and executive shall vest in and be exercised by the city council . It shall have complete control over the city administration, but shall exercise this control exclusively through the city manager and shall not itself attempt to perform any administrative work." The council is elected by popular vote and consists of five members, including the mayor who is chairman. The city manager is appointed by the council . The -city financial statements are presented on the accural basis of accounting whereby revenues are recorded when earned, except for general property taxes and General Fund special assessments which are considered as revenue in the year collected. ' The financial statements which follow have been prepared to set forth individual fund balance sheets, analysis of changes in fund balance, actual revenue compared with budget estimates and other information. •• GENERAL FUND The General Fund was established to account for the revenues and expenditures necessary to provide basic governmental services to the City such as general government, public 71 safety and highway maintenance. In the following statements, revenues are recorded by source, while expenditures are ^, recorded by department. Included in "General property taxes" in the statement of revenue are property and bank excise taxes and payments from the State property tax relief fund for homestead tax credit. A plan of financial operation of the fund is set forth in the annual budget adopted by Council . The General Fund statements are prepared to show the budget estimate, actual amount and balance. A condensed summary of revenue and expenditures is shown below: REVENUE f 1973 1972 Budget Budget rl Actual estimates Actual estimates II General property taxes $1 ,087,173 $1 ,053,955 $ 973,103 $ 905,153 Licenses and permits 123,859 101 ,607 166,776 93,930 ri Fines and forfeitures 33,844 24,000 25,680 24,000 From use of money and property 61 ,117 36,100 59,251 33,600 Intergovernmental revenue 502,955 577,298 541 ,938 524,372 71 Charges for current services 57,100 54,625 47,761 53,565 Other revenue 31 ,895 18,860 30,805 17,190 Transfers from other funds 263,245 263,282 156,500 202,000 Prior year's fund balance 97,756 84,035 Total revenue $2,161 ,188 $2,227,483 $2,001 ,814 $1 ,937,845. 71 7 EXPENDITURES 3 1973 1972 ^" Budget Budget Actual estimates Actual estimates General government $ 371 ,333 $ 386,663 $ 343,947 $ 351,601 Public safety 844,248 862,360 652,201 693,703 Highways 470,028 476,176 432,092 448,387 ., Sanitation and waste removal 24,978 35,730 21 ,590 39,178 Conservation of health 1 ,609 7,715 6,125 7,415 City band 1 ,393 1 ,600 1 ,259 1 ,600 Recreation 83,722 86,767 82,803 97,282 Municipal parks 322,828 324,027 267,677 264,099 Reserve for contingencies 4,200 46,445 34,580 Total expenditures $2,124,339 $2,227,483 $1 ,807,694 $1 ,937,845 Actual revenues exceed actual expenditures during 1973 by $36,849 increasing the fund balance to $810,035 at December 31 , 1973. A substantially unused reserve for contingencies was the main reason for the increase in the fund balance. Shown on the balance sheets are amounts to be provided for land, building and equipment '^ acquisition. Repayment is to be made in annual installments and financed by current tax levies. SPECIAL REVENUE FUNDS Municipal State-Aid Fund - Gasoline tax collections apportioned to the City from the State of Minnesota for street construction are accounted for in this fund. Transfers are also made to this fund from special assessment debt service funds. Any excess of amounts assessed over construction costs have been restricted in this fund for payment of seal coating expenditures. At December 31 , 1973, $537,478 of the fund balance was ., available for future seal coating. Park Capital Fund - This fund accounts for the acquistion and improvement of parks in the City. Revenue has been provided by transfers from other funds along with Federal and State grants in aid. Revenue Sharing Fund - The Revenue Sharing Fund was established to account for revenue received from the Federal Government in accordance with the "State and Local Fiscal Assistance Act of 1972." Expenditures can only be made from this fund as outlined i f, the Act. The City's share of revenue for 1973 was $152,520, of which $38,992 is to be m. received in 19.74. INVESTMENT FUND This fund was established to more effectively handle the accounting for investments and interest earned thereon. ... All investments are carried in this account during the year and transferred to their respective funds at the year end. Consequently, at December 31 , 1973, this fund shows only interest earned but not yrt r received. .-(Th 4 SPECIAL ASSESSMENT FUNDS Special assessment funds are established to account for special assessments levied 1_ to finance improvements or services deemed to benefit the properties against which the assessments are levied. Primarily, the transactions accounted for in special assessment construction funds are receipt of bond proceeds and disbursement of bond proceeds for construction work done. Special assessment debt service funds account mainly for collection of assessments against benefited property owners and disburse- ment of assessment collections for the payment of bonds and interest. Several special assessment construction funds showed cash deficits as of December 31 , 1973. These deficits mean, in effect, that monies belonging to other City funds have been used as a means of temporary financing until sufficient bonds are sold and ^, special assessments receivable collected to pay current expenditures and eliminate the deficits. The debt service fund for Improvement Bonds of 1963 shows a deferred tax levy of $321 ,600 to pay costs of water and sewer system expansion not assessed against benefited property. It is anticipated that the unassessed costs will be paid from earnings of the Water and Sewer Utilities Operating Fund and that annual collectible amounts of the levy will be canceled or reduced accordingly. The debt service fund for the Refunding Bonds of 1964 shows a deferred tax levy of $527,900, This tax levy was set up in the bond resolution for payment of the total bond issued; no consideration was given to the deferred special assessments receivable. The collections by the City of deferred special assessments, as well as, the transfers from the Sewer and Water Utilities Operating Fund, could be used to cancel or reduce ■ the annual collectible amount of the deferred tax levy. The balance sheets for the debt service funds show future interest on both special ., assessments receivable and related bonds payable. It should be noted that pro- ■ spective interest receivable or payable becomes an actual asset or liability, respectively, strictly as a function of time. Prepayments of special assessments have the effect of reducing the amount of interest collectible. Conversely, redemption of bonds before maturity would reduce the amount of interest to be paid. Special Improvements Revolving Fund - The purpose of this fund is to provide temporary financing for small improvement projects. It has been used also to provide cash to ■ special assessment debt service funds which have incurred cash deficits due to bond and interest maturities in advance of collection of corresponding special assessments receivable. Money for these purposes has been provided mainly from balances in old inactive construction and debt service funds, water and sewer connection assessments and improvement escrow deposits. ■ GENERAL DEBT SERVICE FUNDS These funds are being used for the accumulation of monies for payment of general obligation bonds and interest thereon. General property taxes provide the necessary revenue. fl 5 P.4 LIQUOR FUND (MUNICIPAL BUILDING REVENUE BOND FUND) This fund was established to account for the operations and financing of the City- owned liquor stores. Shown below is a condensed summary of liquor store operations for 1973, 1972 and 1971 : r, 1973 1972 1971 Percent Percent Percent r of sales of sales of sales Sales Off sale $1 ,067,330 100.0 $1 ,069,472 100.0 $1 ,137,712 78.4 r, On sale 312,647 21 .6 Total sales $1 ,067,330 100.0 $1 ,069,472 100.0 $1 ,450,359 100.0 7 Cost of sales 832,148 78.0 807,136 75.5 952,302 65.7 Gross profit $ 235,182 22.0 $ .262,336 24.5 $ 498,057 34.3 Operating expenses 202,308 18.9 188,057 17.6 370,031 25.5 Operating profit $ 32,874 3.1 $ 74,279 6.9 $ 128,026 8.8 r Other income and expenses (net) 19,235 1 .8 25,772 2.4 86,874 6.0 Net income $ 52,109 4.9 $ 100,051 9.3 $ 214,900 14.8 Percent of Percent of Percent of '^ net income net income net income Transfers to other City funds $ -0- $ 136,500 136.4 $ 224,175 104.3 The City sold both on-sale liquor stores in September 1971 for $252,000 resulting in a gain of $66,848. Accounts receivable of $161 ,871 from the sale of-the stores is re- flected on the balance sheet at December 31 , 1973. WATER AND SEWER REVENUE BOND FUND This fund accounts for the operations and financing for City-owned sewer and water systems. In 1956 and 1970, revenue bonds in the amounts of $170,000 and $460,000, respectively, were issued of which $470,000 of these bonds were outstanding at December 31 , 1973 and payable in future years. Debt service accounts for these bond p. issues are being maintained in accordance with the provisions of the bond sales agreements. The agreements provide that net revenues of the water and sewer operations equal to the principal and interest maturities of the revenue bonds due in the ^, following year be pledged as collateral . 7 11 6 ... Shown below is a condensed summary of operations of the water and sewer operation account for 1973, 1972 and 1971 . 1973 1972 1971 Water account Operating revenue $413,027 $362,708 $364,261 Operating expenses - 416,621 332,606 268,791 Operating income (loss) $ (3;594) $ 30,102 $ 95,470 — Sewer account Operating revenue $611 ,448 $643,903 $359,2.05 Operating expenses 407,545 473,615 434,299 Operating income (loss) $203,903 $170,288 $(75,094) The receivable from the Metropolitan Sewer Board represents the City's share of the equity in the North Suburban Sanitary Sewer District sewer system which was acquired. by the Board on January 1 , 1971 . This receivable will be paid to the City by means of issuing credit against future sewer billings from the Board. These credits will be applied in equal annual installments, with interest, through 1999. Sewer operating expenses for 1973 include $255,629 in rental charges as compared with $352,557 in 1972 The City follows the practice of not including as part of fixed assets in this fund the cost-of the distribution system, which is paid for by assessment against benefited - property or by deferred tax levies. Such fixed assets are carried as a part of .� General Fixed Assets. In 1969, the Fund assumed a $770,000 liability for bonds payable along with future interest obligations of the Water No. 75 Improvement Bonds. Although deferred tax '" levies are set forth in the resolution for retirement of the bonds and interest, it is the intention of the City to cancel the tax levies annually on this bond issue and to provide the necessary revenues from the Water and Sewer Revenue Bond Fund. Included in interest expense of the Water and Sewer Fund is $22,835 representing the current year's charges on this bond issue. The Water and Sewer Revenue Bond Fund has transferred monies to the special assessment debt service funds to pay principal and interest on some bond issues., although it is not required to do so. As a result, the .City considers such transfers as direct charg: against retained earnings and not against income. TRUST AND AGENCY FUNDS Trust and agency funds are established to account for cash or other assets held by the City as a trustee or agent. The City funds of this nature include (1 ) Firemen's Relie Association Fund, (2) Police Relief Association Fund and (3) Pension Fund. The first two funds account for collections of general property taxes and subsequent remittance of these collections to the respective association. The Pension Fund accounts for the accumulation of resources needed to finance the City's share of the pension contributions. 7 CLAIMS AND LITIGATION With the exception of the below mentioned item, the City had the usual and customary types of miscellaneous claims pending at year-end, mostly of a minor nature and usually all covered by insurance carried for that purpose. The City of Fridley and the City of Columbia Heights have been named as co-defendants in the case of John Glover Houses Inc. The plaintiff has requested two million dollars in damages and alledges that these damages resulted from work performed by the defendants at Sullivan Lake. Although the City is of the opinion that they have no liability in the case, the City Attorney is of the opinion that, "if there is any liability, the primary liability lies with the City of Columbia Heights." He also states he does "not anticipate that the liability, if any, associated with the City of Fridley would exceed the insurance coverage." r, .- 8 CITY OF FRID1.EYt?INNESOTA BALANCE SHEETS - ALL FUNDS DECEMBER 31 , 1973 General and nd , Combined Special Total Revenue ASSETS ^ Cash $ (223,269) $ 9,861 Cash with fiscal agent 685,699 .. Investments, at cost plus accrued interest. City of Fridley temporary bonds 1 ,655,000 U. S. Government obligation 4,557,805 1 ,552,000 Accounts receivable 1,023,802 76 ,068 Taxes receivable 1 ,370,491 42,827 Special assessments receivable 8,465,103 11 ,227 Inventories, at cost 205,895 9,807 71 Fixed assets, at cost less accumulated depreciation 24,264,988 Amounts to be provided 1 ,616 ,011 289,606. Total assets $43,621 ,525 $1 991 ,486 (—"n LIABILITIES, RESERVES AND FUND BALANCE Accounts and contracts payable $ 710,738 $ 449,232 ,,, Due to other funds Deposits payable 442,405 21 ,180 I Bonded indebtedness - Future maturities n Definitive bonds I I Principal 8,197,000 Interest 1 ,981 ,850 r., Temporary bonds (held by City of Fridley) Principal 1 ,655,000 Interest 310,450 Reserves 4,165,630 54,054 I Unencumbered appropriation balances 200,383 Investment in general fixed assets 21 ,862,029 Retained earnings 2,333,000 Fund balance 1 ,763,040 1 ,467,020 Total liabilities , reserves and fund balance $43,621 .525 $1 ,991 ,486 7• 7 ..\1 71 r 9 PTh General Water and Trust Investment Special Debt Municipal Sewer and General Fund Assessment Service Liquor Utilities Agency F ixeg ws el r- $(118,626) $( 214,777) $ 68,702 $ 8,436 $ 13,083 $10,052 r 606,239 25,438 54,022 1 ,655,000 1 ,919,805 27,000 1 ,059,000 118,626 161 ,871 667,237 849,502 472,457 5,705 8,453,876 r, 196,088 260,359 2,142,600 $21 ,862,029 1 ,326,315 r $ -0- $14,595,960 $566,597 $653,754 $3,935,942 515,757 121 ,862,02.9 $ 157,746 $ 22,370 $ 80,211 $ 1 ,179 163,484 257,741 6,657,000 $410,000 1 ,130,000 1 ,888,434 93,416 1 ,655,000 310,450 3,276,316 63,181 766,374 $ 5,705 200,383 $21 ,862,029 ^, 631 ,384 1 ,701 ,616 287,147 - 8,873 -0- $14,595,960 $566,597 $65 3,7541 13,935,942 $15,757 21 ;8s24fg3 10 '^ CITY OF FRIDLEY.,, MINNESOTA GENERAL AND SPECIAL REVENUE FUNDS BALANCE SHEETS DECEMBER 31 , 1973 Municipal Park Revenue Combined General State-Aid Capital Sharing ASSETS Cash $ 9,861 $ (2,658) $ 478 $ 11 ,970 $ 71 Investments, at cost plus accrued interest 1 ,552,000 968,838 537,000 46,162 _, Accounts receivable Due from Federal Government 48,526 9,534 38,992 State of Minnesota 22,312 22,312 Other 5,230 5,230 Taxes receivable Unremitted 7,521 7,521 Delinquent 35,306 35,306 ., Delinquent special assessm,In i:s receivable 11 ,227 11 ,227 Inventories, at cost 9,807 9,807 Amount to be provided For land and buildings .__ 289,696 289,696 Total assets $1 ,991 ,486 $1 ,334,501 $559,790 $ 11 ,970 $ 85,225 ^ LIABILITIES, RESERVES AND FUND BALANCE Accounts payable $ 159,536 $ 159,536 Contracts payable 289,696 289,696 Deposits payable 21 ,180 21 ,180 Reserve for uncollected taxes and special assessments 54,054 54,054 Resolution for authorized construction 22,312 22,312 Fund balance 1 ,444,708 810,035 $537,478 $ 11 ,970 $ 85,225 Total liabilities, reserves and fund balance $1 ,991 ,486 $1 ,334,501 $559,790 $ 11 ,970 $ 85,225 $7,178 of State Aid Fund Construction in progress will be found in General Fixed Assets. .. I 11 ii rTh CITY OF FRIDLEY, MINNESOTA GENERAL AND SPECIAL REVENUE FUNDS ANALYSIS OF FUND BALANCES YEAR ENDED DECEMBER 31 , 1973 Municipal Park Revenue Combined General State Aid Capital Sharing Fund balance, January 1 , 1973. $1 ,367,372 $ 769,536 $465,429 $ -0- $132,407 Add Revenue $2,620,819 $2,161 ,188 $277,906 $ 21 ,662 $160,063 Adjustment of prior years' amounts payable and receivable 3,650 3,650 Total additions $2:624,469 $2,164,838 $277,906 $ 21 ,662 $160,063 Deduct Expenditures $2,531 ,345 $2,124,339 $199,761 $207,245 r. Reserve for authorized expenditures January 1 , 1973 6,096 6,096 Adjustment of prior years' amount receivable 9,692 - $ 9;692 Total deductions $2,547,133 $2,124,339 $205,857 $ 9 ,692 $207,245 Fund balance December 31 , 1973 $1 ,444,708 $ 810,035 $537,478 $ 11 ,970 $ 85225 p. 12 CITY OF FRIDLEY,. MINNESOTA GENERAL FUND STATEMENT OF REVENUE - ACTUAL COMPARED WITH BUDGET ESTIMATES YEAR ENDEDDECEMFER 31, 1973 Budget Actual Estimates -, General property and other taxes Current ad valorem $ 860,331 $ 839,124 5% Homestead credit 162,461 158,501 Personal property replacement 39,319 38,330 Delinquent ad valorem 23,889-- 15,000 Tax forfeit 1 ,173 3,000_ "' $1 ,087,173 T1 ,053,955 Licenses and permits .. Business regulatory licenses $ 39,683 $ 39,909 Nonbusiness licenses and permits 84,176 61 698 $p' 123,859 T 10_, 07 Fines and forfeitures - Municipal Court $ 33, _8844 $ 24,000 • Y Revenue from use of money and property Interest earned $ 55,343 $ 30,500 Rents 5,774 5,600 $----61 ,117 $ 3€ ,100 . r Intergovernmental revenue _ - Cigarette and liquor taxes $ • 53,549 $ 114,000 Mobile home registration --- 17,000 Local government aid 414,949 414,948 Gasoline tah 2%",350 22,350 Mortgage registry 12,107 9,000 $w 502,955 V 77, 298 Charges for current services ., General Government $ 15,247 $ 8,025 Public Safety 8,138 5,150 Conservation of Health 10,388 19,500 Recreation 23.,327 21 ,950 $- -57, 00 $ 54,625 Other revenue $ _ 31 ,895 $ 18,860 T Transfers from other funds Municipal Liquor Operating Fund _-- $ -- ^ Municipal State-Aid Fund - Seal Coating 56,000 56,000 • Revenue Sharing 207,245 _ 207,282• ____•.'r.____�? _ 203,___ _ .-, Prior year!i' fund balance $ 97,75 Total revenue $2,161 ,188 %�4 r , r 13 r CITY OF FRIDLEY, MINNESOTA GENERAL FUND r STATEMENT OF EXPENDITURES - ACTUAL COMPARED WITH BUDGET ESTIMATES ' YEAR ENDED DECEMBER 31 , 1973 Budget Actual Estimates General Government Mayor and Council Personal services $ 22,800 $ 26,233 Contractual services 12,715 13,900 Commodities • 1 ,654 650 + Other charges 9,213 5,930 r • Capital outlay 91 200 H $ 46,473 $ 46,913 Manager Personal services $ 49,196 $ 50,302 Contractual services 6,734 6,950 Commodities 1 ,059 1,600 Other charges 1 ,966 1 ,979 979 Capital outlay 721 500 $ 59,676 $ 61 ,331 `'h Personnel Contractual service $ 1 ,674 $ 2,200 Elections and Voters' Registration Personal services $ 1 ,280 $ 1,363 Contractual services 221 1 ,035 Pm Commodities 158 600 Other charges 133 1 ,110 $ 1 ,792 $ 4,108 P.m Finance Clerk-Treasurer r. Personal services $ 49,381 $ 49,468 Contractual services 8,801 7,825 Commodities 2,560 4,200 Other charges 3,180 3,581 Capital outlay 2,018 1 ,142 Refunds 204 200 Assessor Personal services 46,076 47,252 Contractual services 3,898 4,965 Commodities 105 925 ^, Other charges 2,126 2,009 I Capital outlay 100 100 Data Processing .f'\ Commodities 202 500 Other charges 16,988 20,000 Capital outlay 457 500 Independent auditing and accounting 4,450 5,000 $ 140,546 $ 147,667 1 P" 4 CITY OF FRIDLEY, MINNESOTA ." GENERAL FUND STATEMENT OF EXPENDITURES - ACTUAL COMPARED WITH BUDGET ESTIMATES (CONTINUED) YEAR ENDED DECEMBER 31 , 1973 -- - _ Budget General Government (Continued) Actual Esi:imates. Legal Personal services $ 30,520 $ 29,800 Contractual services 250 Commodities -- Other charges L -_ 400 ^, • v ~30,520 ^30,600 Administrative Offices • Industrial Development •~ o"/ Personal services $ - $ 150 -- Contractual services -- 910 Commodities el Civil Service -- 15.0 0 Personal services 235 125 Contractual services 133 410 '- v Human Relations Contractual services 32 150 Conmod i tiez -- 125 .- t) 1/ Environmental Commission Personal services --• 100 Contractual services 200 $ 4000 / Planning and Zoning . Personal services $ 24,199 $ 25,474 CP ,, Contractual services_ 2,759 1 ,550 Commodities 582 1,000 0ther charges 636 652 �, Capital outlay -- _ • 500 28,1b -17. 29,176 General Government Buildings ^., Personal services $ 17,763 $ X6,842 Contractual services 31 ,177 31 ,377 Commodities 2,319 2,0i2 ^ Other charges 5,287 5,952 Capital outlay 5,530 6,155 I- 62,076 $ 62,338- ., Total General Government $ 371 ,133 3861 653 • • n 15 CITY OF FRIDLEY, MINNESOTA GENERAL FUND rTh STATEMENT OF EXPENDITURES - ACTUAL COMPARED WITH BUDGET ESTIMATES (CONTINUED) r YEAR ENDED DECEMBER 31 , 1973 I • Budget Actual Estimates j Public Safety ^_ Police Protection Personal services $ a91 ,764 $ 423,000 iii Contractual services 37,048 26,720 Commodities 19,271 22,639 Other charges 21 ,107 22,704 Capital outlay 45,004 34,779 ) ' $ 514,194 $ 529,542 Fire Protection 7 Personal services $ 108,780 $ 111 ,021 Contractual services 17,842 16,950 Commodities 10,452 6,650 Other charges 10,669 11 ,567 Capital outlay 87,547 89,400 $ 235,290 $ 235,588 ' ' Protective Inspection Personal services $ 56,391 $ 55,990 Contractual services 11 ,492 .12,500 '� Commodities 895 1 ,200 ''sr- Other charges 2,030 2,154 P•1 Capital outlay 795 650 Refunds 301 150 $ 71 ,904 $ 72,644 Civil Defense Personal services $ 8,778 $ 9,320 Contractual services 1 ,232 1 ,485 Commodities 27 300 Other charges 1 ,178 1 ,206 Capital outlay 6,545 5,700 ^ $ 17,760 $ 18,011 Animal Control Contractual services $ 5,100 $ 6,000 r, Commodities 275 $ 5,100 $-^- 6,275 Total Public Safety $ 844,248 $ 862,360 Hi9hw ys rEngineering 71 Personal services $ 53,793 $ 56,716 Contractual services 6,462 8,600 f) Commodities 3,566 2,500 Other charges 4,985 4,632 1 Capital outlay 3,908 3,800 $------7-2 Trir r-----F6 -24-8. 7 16 CITY OF FRIDLEY, MINNESOTA GENERAL FUND STATEMENT OF EXPENDITURES - ACTUAL COMPARED WITH BUDGET ESTIMATES (CONTINUED) YEAR ENDED DECEMBER 31 , 1973 Budget Actual Estimates Highways (Continued) Street and Alley Personal services $ 110,604 $ 110,092 Contractual services 26,957 22,100 Commodities 23,739 21 ,400 P. Other charges 31 ,886 31 ,437 Capital outlay 13,510 22,000 $ 206,696 $ 207,029 Snow and Ice Removal li Personal services $ 12,902 $ 13,075 Contractual services 4,059 4,400 Commodities 2,775 2,400 rj Other charges 1 ,437 1 ,400 Capital outlay 6,399 8,000 $ 27,572 $ 29,275 fl Traffic Signs, Signals and Markings ' I Personal services $ 6,803 $ 7,250 11 Contractual services 10,261 13,300 Commodities 6,922 5,600 Other charges 120 200 Capital outlay 23,950 21 ,950 r1 $ 48,056 $ 48,300 Equipment Maintenance Personal services $ 23,711 $ 23,750 rl Contractual services 12,505 11 ,050 Commodities 9,001 8,400 rl Other charges 1 ,827 2,028 I Capital outlay 27,377 29,496 $ 74,421 $ _74,724 r. Street Lighting Ii Contractual services $ 40,569 $ 40,600 Total Highways $ 470,92.8 $ 476,176 rl Sanitation and Waste Removal n Storm Sewers ! f Personal services $ 2,280 $ 5,880 Contractual services 6,996 6,400 n Commodities 4,988 1 ,400 II Other charges 53 900 $ 14,31-7 $ 14,580 - nil n 7�' 17 7 CITY OF FRIDLEY, MINNESOTA rM GENERAL FUND STATEMENT OF EXPENDITURES - ACTUAL COMPARED WITH BUDGET ESTIMATES (CONTINUED) r YEAR ENDED DECEMBER 31 , 1973 n Budget Actual Estimates Sanitation and Waste Removal (Continued) Weed Eradication fl ,_, Personal services $ 2,900 $ 2,900 N. Contractual services 7,731 17,775 Commodities 25 200 Other charges 5 75 , , $ 10,661 $ 20,950 ., Pest Control - Contractual services $ -- $ 200 Total Sanitation and Waste Removal $ 24,978 $ 35,730 , Conservation of Health / Conservation Personal services $ 1 ,524 $ 6,050 � Contractual services 2 1 ,520 �� Commodities -- 80 Other charges 83 65 Total Conservation of Health $ 1 ,609 $ 7,715 %') City Band Personal services $ 954 $ 950 r, Contractual services 426 650 1 I Commodities 13 -- Total City Band $ 1 ,393 $ 1 ,600 ^ Recreation Personal services $ 62,523 $ 67,362 Contractual services 3,874 4,500 , Commodities . 16,384 14,425 Other charges 900 480 Refunds 41 -- Total Recreation 83,722 $ 86,767 1 Municipal Parks Personal services $ .131 ,199 $ 137,650 Contractual services 44,003 36,770 Commodities 18,447 16,630 Other charges 13,218 12,648 -• Capital outlay 115,961 120,329 Total Municipal Parks $ 322,828 $ 324,027 Reserve for contingencies $ 4,200 $ 46,445 71 Total expenditures $2,124,339 $2,227,483 18 r- CITY OF FRIDLEY, MINNESOTA SPECIAL REVENUE FUNDS STATEMENTS OF REVENUE AND EXPENDITURES YEAR ENDED DECEMBER 31 , 1973 Municipal Park Revenue Combined State-Aid vital Sharing cvenue P. State-aid construction apportionment $143,761 $143,761 Federal Revenue Sharing Grants 152,520 $152,520 Interest on investments 30,668 19,671 $ 3,458 7,539 Transfers from other funds General Fund 18,208 18,204 4 1962 Street Construction Fund 114,474 114,474 Total revenue $459,631 $277,906 $ 21 ,662 $160,063 ri I ; _xpenditures Transfers to other Funds General Fund $263,245 $ 56,000 $207,245 1971 Street Construction Fund 12,830 12,830 1973 Street Construction Fund 130,931 x"0,9 1 Total expenditures $407,006 _ $199,761 $207,245 Revenue over (under) expenditures $ 52,625 $ 78,145 $ 21 ,662 $(47,182) r n n pm r rl rl 19 CITY OF FRIDLEY, MINNESOTA INVESTMENT FUND BALANCE SHEET DECEMBER 31 , 1T73 I ' ASSETS • r Cash (deficit) $ (118,626) Accrued interest receivable 118,626 II Total Assets $ STATEMENT OF CASH RECEIPTS AND DISBURSEMENTS YEAR ENDED DECEMBER 31 1973 Cash balance, January 1 , 1973 1. _87,622) Receipts Investments Matured $5,079,752 Accrued Interest Received 186,257 Interest Earned Current Period 157,556 L,., Transfers in From Other Funds (Investment Principal ) 6,212,805 Total receipts $11 ,636,370 Disbursements �. Investments Purchased $5,683,664. Distributed to Other Funds (Investment Principal ) 5,608,893 ri Interest distributed to other City funds General 51 ,326 Special Revenue 27,210 r Debt Service 3,182 Capital Projects 3,457 Exterprise Funds 65,245 Trust & Agency 882 Special Assessment 223,515 fl Total disbursements $11 ,667,374 riCash balance, December 31 , 1973 � I "1 20 r. CITY OF FRIDLEY, MINNESOTA SPECIAL ASSESSMENT FUNDS BALANCE SHEETS DECEMBER 31 , 1973 • Special Special Special Assessment Assessment Improvements r, Combined Construction Debt Service Revolving ASSETS Cash (deficit) $ (214,777) $ (21 ,470) $ (193,436) $ 129 Cash with fiscal agents 606,239 606,239 io estments, at cost plus accrued interest ^ City of Fridley temporary bonds. 1 ,655,000 ' • 1 ,655,000 Other 1 ,919,805 304,805 1 ,340,000 275,000 Accounts receivable Taxes receivable . Delinquent 2 2 Deferred 849,500 849,500 Special assessments receivable r Delinquent 741 ,420 724,891 16,529 Deferred Principal 5,184,526 5,025,553 158,973 r Interest 2,527,930 2,527,930 i Amounts to be provided for Construction 74,794 74,794 Debt .retirement 1 ,251 ,521 1 ,251 ,521. Total assets $14,595,960 $ 358,129 $13,787,200 $. 450,631_ n LIAILITI£S_, RESERVES, APPROPRIATIONS AND FUND BALANCE rr Accounts and contracts payable $ .157,746. $ 157,746 Deposits payable 163,484 $ 163,484 bonded indebtedness —Future maturities 7 Definitive bonds Principal 6,657,000 $6,657,000 Interest 1 ,888,434 1 ,888,434 rr Temporary bonds (held by City li of Fridley) Principal 1 ,655,000 1 ,655,000 r, Interest 310,450 310,450 Reserves for debt retirement 3,276,316 a,276,316 Unencumbered appropriation balances 200,383 200,383 Fund balance 287,147 287,147 r, i ; Total liabilities, reserves , appropriations and ^ fund balance $14,595,960 $ 358,129 $13,787,200 $ 450,631` $7,992 construction in progress for Revolving Fund r\-1 will be found in General Fixed Assets , ri l l 21 pCITY OF FRIDLEY) MINNESOTA i ! n SPECIAL ASSESSMENT FUNDS STATEMENTS OF CASH RECEIPTS AND DISBURSEMENTS YEAR ENDED DECEMBER 31 , 1973 r., Special Special Special Assessment Assessment Improvements Combined Construction Debt Service Revolving`_ Cash balance, January 1 , 1973 $( 9,328) $( 88,957) $ 77,984 $ 1 ,645 1 ' Receipts Proceeds from sale of temporary 7 bonds $ 1 ,125,000 $1 ,125,000 ' Special assessments 1 ,119,877 $1 ,051 ,004 $ 68,873 General property taxes 72 72- r� Penalty and interest on special assessments 25,682 24,859 823 Interest on investments 242,514 19,863 202,069 20,582 Investments sold 3,424,893 384,000 2,750,893 290,000 li Other governmental units - 12,393 12,393 Escrow deposits 33,047 33,047 Transfers from other funds 746,440 534,753 210,015 1T671 Total receipts $ 6,729,918 $2,076,009 $4,238,913: $414,995 n Disbursements Capital outlay Transfers to other funds - Interest during construction $ 73,563 $ 73,563 Other 1 ,465,940 1 ,465,940 $ 1 ,539,503 $1 ,539,503 Retirement of bonds Principal 809,000 $ 809,000 Interest 347,906 347,906 Investments purchased 3,574,805 304,805 2,995,000 $275,000 n Transfers to other funds 595,961 164,214 344,173 87,574 H Refund of escrow deposits 53,865 53,865 Other disbursements 14 1327 14,254 73 11 Total disbursements $ 6,935,367 $2,008,522 $4,510,333 $416,512. n Cash balance, December 31 , 1973 $( 214,777 ) $( 21 ,470) $( 193,436)_ 129 II 22 CITY OF FRIDLEY, MINNESOTA SPECIAL ASSESSMENT CONSTRUCTION FUNDS BALANCE SHEETS DECEMBER 31 , 1973 ASSETS • -- `—` aunt to be provided for Cash Investments construction Sew,-2r and Water No. 50 $ $ 10,000 Storm Sewer No. 82 764 14,000 Sewer •:;d Water No. 93 1 ,607 6,805 Sewer and Water No. 102 521 38,000 $ 1 ,362 S um Sower and Sewer and Water No. 103 3.015 Locke Lake D No. 104 249 80 Storm Sower and Srwer and Water No. 105 3,594 Sewer and Wa .:r No. 106 1 ,233 15,817 Storm Sewer an:a Sewer and Water No. 107 (8,737) 8,737 S4: er and Water No. 112 4,946 Sewer :nd water No. 113 (3,754) 3,75 n Storm .yt.:;,.r and Sewer and Water NG. 114 (37,330) 37,330 1970 Street 7,186 1971 Street 6,705 197 Street 62 ; 47,000 1973 Street 374 189,000" 1973 Street (7,691) 7,691 II Combined $ t71 ,470 1304,815 L 74z794 Construction in progress in the amount of $679,069 will be found in General Fixed Assets. - . 1, rl ! I li 11 23 LIABILITIES AND APPROPRIATIONS 'recounts .__ �.._._.._.._.., Total (� and Unencumbered liabilities Total contracts appropriation and • assets payable __._.._balance a..pre r ati o pi $ 10,290 $ 7,408 $ 2,882 $ 10,290 14,764 11 ,000 3,764 14,764 8,412 • 7,783 629 8,412 39,883 39,883 39,883 8,038 8,038 8,03} 329 329 329 3,524 299 3,225 3,524 17,050 17,050 17,050 4,946 4,946 4,946 fl 7,186 6,677 509 7,186 6,705 6,705 - 6,705 47,628 47,628 47,628 189,374 189,374 189,374 $ 358,129 $ 1.511746 L200,383 $ 3583129 ii 24 CITY OF FRIDLEY, MINNESOTA SPECIAL ASSESSMENT DEBT SERVICE FUNDS BALANCE SHEETS DECEMBER 31 , 1973 Regular Special _Combined Assessment ASSETS Cash (deficit) $ (193,436) $ 34,338 Cash with fiscal. agents • 606,239 Investments, at cost plus accrued interest City of Fridley temporary bonds 1 ,655,000 1,100,000 Other 1 ,340,000 Taxes receivable r^ Delinquent 2 Deferred 849,500 Special assessments receivable r, Delinquent 724,891 70,461 1 Deferred Principal 5,025,553 104,748 Interest 2,527,930 9,530 `l Alount to be provided for debt retirement 1 ,251 ,521 Total assets • . $13,787,200 $1 ,319,077 r-± LIABILITIES AND RESERVE Bonded indebtedness - Future maturities Definitive bonds n Principal $ 6,657,000 $ 357,000 Interest 1 ,888,434 22,842 ' • Temporary bonds (held by City of Fridley) Principal 1 ,655,000 Interest 310,450 Reserve for debt retirement 3,276,316 939,235 Total liabilities and reserve $13,787,200 $1 ,319,077 fl n II II 25 I • (-) • II Sewer, Improve- r and Sewer Water Sewer Storm Water & menu & Water Sewer Storm S. 1972 1973 Bonds of No. 48 No. 102 No 106 No 112 Street Street 1960 $(58,870) $ 1 ,044 $ 808 $ 153 $(173,766) $ -A44 89,668 380,000 n 23,000 14,000 I I 75,892 1 ,519 1 ,100 85,890 r1.7 87,745 94,842 82,459 611 ,260 274,354 422,456 71 ,229 66,720 264,787 81 ,193 $822,800 I $104,767 $423,500 $191 ,398 $163,332 $703,381 $822,800 $911,5 !9 $695,000 129,848 (� $350,000 $100,000 $ 95,000 $430,000 $680,000 � I 73,500 14,000 19,950 60,200 142,800 $104,767 77,398 48,382 213,181 _ 86,70 n $104,767 $423,500 $191 ,398 $163,332 $703,381 $822,8001 $91.1 ,549 �1 I ' 26 r, r• CITY OF FRIDLEY, MINNESOTA SPECIAL ASSESSMENT DEBT SERVICE FUNDS n BALANCE SHEETS (CONTINUED DECEMBER 31 , 1973 Improve- Improve- ment ment -- Bonds of Bonds of 1962 1963 ASSETS r- Cash (deficit) $ 114 $ 273 Cash with fiscal agents 56,618 Investments, at cost plus accrued interest City of Fridley temporary bonds - 87,000 ' 88,000 Other 124,000 Taxes receivable Delinquent Deferred 321 ,600 Special assessments receivable Delinquent 14,531 44,517 Deferred Principal 26,175 20,929 Interest 7,369 3,912 Amount to be provided for debt retirement Total assets $135,189 $659,849 LIABrLITIES AND RESERVE r Bonded indebtedness . .. Future maturities Definitive bonds Principal $ 60,000 $355,000 Interest 9,690 63,993 Temporary bonds (held by City of Fridley) r- Principal Interest Reserve for debt retirement 65,499 240,856 r., Total liabilities and reserve $135,189 $659,849 2 27 n Improve- Improve- Improve- Improve- Refund- ment ment ment ment ing n Bonds of Bonds of Bonds of Bonds of Bonds of II 1965 1967 1970 1972 1964 $ . 598 $ 259 $ 321 . $ 771 $ 77 172,531 130,687 156,735 269,000 359,000 161 ,000 175,000 215,000 n 2 527,900 88,827 103,505 78,976 70,137 89,536 I 145,696 - 596,153 779,435 2,073,204 128,553 r"„-Th 51,429 180,598 390,779 1 ,371 ,294 29,090 6,265 $555,550 $1 ,412,046 $1,547,463 $3,847,141 $990,158 I � n 7 $355,000 $1 ,040,000 $1 ,065,000 $2,060,000 $670,000 74,680 213,575 482,463 818,453 72,890 fl125,870 158,471 - 968,688 247,268 $555,550 $1 ,412,046 $1 ,547,463 $3,847,141 $990,158 , 28 r- CITY OF FRIDLEY, MINNESOTA - SPECIAL ASSESSMENT CONSTRUCTION FUNDS • STATEMENTS OF CASH: RECEIPTS AND DISBURSEMENTS YEAR ENDED DECEMBER 31 , 1973 Sewer and Water Combined No. 50 Cash balance, January 1 , 1973 $( 88,957) $ 9,623 r Receipts Proceeds. from sale of temporary bonds $ 1 ,125,000 Interest on investments 19,863 $ 667 • Investments sold 384,000 Other governmental units 12,393 . Transfers from other funds 534,753 Total receipts $ 2,076,009 $ 667 r 7" • Disbursements Interest during construction $ 73,563 !1 : ,r 1 ,465,940 Investments purchased 304,805 $ 10,000 71 Transfers to other funds 164,214 Total disbursements $ 2,008,522 $ 10,000 rm Cash. balance, December 31 , 1973 -- $( at..470)-- . $ • 290 . r' r r-, p II 29 • r� Ii Storm Sewer Storm Sewer Storm Storm Sewer and Sewer Locke Sewer and Water Sewer Sewer and Water and Water Lake Darr No. 82 No. 93 No. 100 No. 101 No. 102 No. 103 No. 104 $ 13,797 $ 9,408 $ 663 $( 2,748) $(132,768) $ 838 - $ 3,179 I ! $ 350,000 n $ 967 $ 629 $ 38 $ 872 I I 37,000 $ 2,748 55,733 49,788 n $ 967 $ 629 $ 38 $ 2,748 $ 405,733 $ 87,660 $ 29,248 $ 10,575 $ 506 205,196 69,908 $ 2,930 $ 14,000 ,809 38,000 $ 701 $ 14,000 $ 8,430 $ 701 $ 272,444 Is 80,483 2,930 $ 764 $ 1,607 $ 0 - $ - 0 _ _ $ 521 . $ 8,015 t 249-- 7 n mi n n r. 30 • ; r CITY OF FRIDLEY, MINNESOTA SPECIAL ASSESSMENT CONSTRUCTION FUNDS ' STATEMENTS OF CASH RECEIPTS 'AND-7171 URSt ENTS (-CONTINUED) YEAR ENDED DECEMBER 31 , 1973 Storm Storm Sewer Sewer • and Sewer Sewer and Sewer Sewer and Water and Water and Water and Water No. 105 No. 106 No 107 No. 112 Cash balance, January 1 , 1973 $ 9,177 $ 6,399 $( 8,160) $ - 0 Receipts Proceeds from sale of temporary bonds $ 95,000 Interest on investments $ 358 $ 149 r. Investments sold Other governmental units Transfers from other funds Total receipts $ 358 $ 149 $ 95,000 II Disbursements Interest during construction $ 1 ,385 --- Other $ 6,011 $ 5,315 $- 577 76,083 Investments purchased Transfers to other funds 12,58H Total disbursements - $ 6,011 $ 5,315 $ 577 $ 90,054, n -Cash balance, December 31 , 1973 $ 32524 $ 1,233 $( 8,737) $ 4,946 rl n r rTh n II 31 r n Storm ., Sewer • Sewer and Sewer and Water and Water 1970 1971 1972 1973 1974 No. 113 No. 114 Street Street Street Street Street nn I !$ - 0 - $ - 0 - $ 9,398 $ - 0 - $ 68 $( 7,831) $ - 0 - I ! $ 680,000 $ 509 $ 1 ,868 $ 12,216 1 ,590 F" 347,000 12,393 19,420 259,833 147,231 $ 509 $ 33,681 $ 619,049 $ 828,821 i $ 32,355 $ 3,754 $ 37,330 $ 2,721 $ 3,565 421 ,060 $ 623,293 $ 7,691 r• 47,000 189,000 23,411 118,074 8,323 3,754 $ 37,330 $ 2,721 $ 26,976 $ 618,489 $ 820,616 $ 7,091 I i$( 3,754) $( 37,330) $ 7,186 $ 6,705 $ 628 $ 374 r-r.) ,! li i Ii II p I � 32 r. CITY OF FRIDLEY, MINNESOTA SPECIAL ASSESSMENT DEBT SERVICE FUNDS STATEMENTS OF CASH RECEIPTS AND DISBURSEMENTS YEAR ENDED DECEMBER 31 , 1973 Regular r, Special Combined Assessment Cash balance, January 1 , 1973 $ 77,984 $ 1 ,119 r- Receipts Special assessments $1 ,051 ,004 $ 83,113 General -property taxes. 72 Penalty and interest on special assessments 24,859 2,000 Interest on investments 202,069 72,778 Investments sold 2,750,893 1 ,170,000 Transfers from other funds 210,016 Total- receipts $4,238,913 $1,327,891. Pa" Disbursements Retirement of bonds Principal $ 809,000 $ 174,000 Interest 347,906 . 19,878 ! ' Investments purchased 2,995,000. 1 ,100,000 Transfers to other funds 344,173 Other disbursements 14,254 794 Total disbursements $4,510,333 $1 ,294,672 Cash balance, December 31 , 1973 $ 193,436) $ 34,338 wr 7 33 7 rTh ri ?1 Sewer, Improve- Improve- �' Sewer Sewer Storm Water and ment ment I ! and Water and Water Sewer Storm Sewer 1972 Bonds of Bonds of No. 48 No. 102 No. 106 No. 112 _ Street 1960 1962 fl $(94,145) $ 8,233 $ 3,778 '$ 91 . I $ 38,872 $32,325 $ 80,295 $ 70,865 $10,394 •. 1 ,533 96 2,648 276 $ 23 775 $ 182 1 ,726 27,483 5,329 380,000 83,000 1 ,021 13,971 32,869 . 1 $ 40,405 $1 ,044 $33,100 $14,153 $ 114,986 $480,996 $98,999 � $10,000 $ 75,000 $10,000 I 7,525 $ 30,100 29,115 2,455 • 23,000 $14,000 - 380,000 87,000 ri $ 5,130 258,652 215 21 5,130 $40,525 $14,000 $ 288,752 $484,330 $99,475 ri $(58,870) $1 ,044 $ 808 $ 153 $1173,766) $ 444 $ 114 n 7 . , , ; , 7 rE. ...., . , I 34 �- CITY OF FRIDLEY, MINNESOTA SPECIAL ASSESSMENT DEBT SERVICE FUNDS STATEMENTS OF CASH RECEIPTS AND DISBURSEMENTS (CONTINUED ___. �E YEAR NDED 1E , • Improve- Improve- ment ment Bonds of Bonds of • 1963 1965 Cash balance, January 1 , 1973 $ 111 $ 549 Receipts "' Special assessments $ 19,902 . $ 59,256 General property taxes 2,904 3,635 Penalty and interest on special assessments 15,751 15,687 Interest on investments Investments sold 230,000 233,000 Transfers from other -funds 13,773 Total receipts $282,330 $311 ,578 Disbursements Retirement of bonds Principal $ 50,000 $ 30,000 ,.., Interest 13,235 12,460 Investments purchased 212,000 269,000 Transfers to other funds Other disbursements 6,933 69 Total disbursements $282,168 $311 ,529 Cash balance, December 31 , 1973 $ 273 $ 598 1 n 35 riIi n Improve- Improve- Improve- Refund- anent ment ment • ing nBonds of Bonds of Bonds of Bonds of 1967 1970 1972 1964 ri n $ 448 $ 512 $ 333 $156,455 n $206,696 $192,188 $210,514 $ 46,584 72 • � 6,965: 3,296 1 ,283 ,223 I I 26,125 12,756 15,706 7,748 314,000 114,000 174,000 52,893 1.1 _ 4,910 62,913 80,559 $553,786 $327,150 $46+,416 $188,079 n � ''� $150,000 $ 95,000 $110,000 $105,000 it 44,770 70,960 93,105 24,303 359,000 161 ,000 175,000 215,000 85,521 I 205 321 352 1s4 • $553,975 $327,341 $463,978 $344,457 n 4 259 $ 321 $ 771 $ 77 n II r CITY OF FR I DLEY, MINNESOTA fl GENERAL DEBT SEPV;C: FUNDS n BALANCE CHE': t - DE CE K 37 , 1973 - il Civic Park Bonds Center of 1962 Bonds ri Combined. and 1963 of 1965 ASSETS ri Cash $ 68,702 $ 30,740 $ 37,962 Cash with fiscal agent 25,438 25,438 Taxes receivable Unremitted 529 237 292 Delinquent 2,522 1 ,261 1 ,267 Deferred 469,400 _- 469,400 il Total assets $566,597 ? S7 57,676 8 21 . n I LIABILITY AND RESERVE Liability Bonded indebtedness ' rl Future maturities Bonds $410,000 $ 25,000 $385,000 . �n Interest 93,416 438 92,978 l.` Reserve for Debt Retirement 61,18i 32 238 30,943 Total liability and reserve . r 597 $ 57,676 $508,921 I ___..._____ STATEMENTS OF CASH RECEIPTS AND DISBURSEMENTS 11 _____________________________ YEAR ENDED DECEMB►_ 31 , 1973 Cash balance, January 1 , 1973 g 8,3 $ 12 L 441 I n _ _ Receipt,; Prep rty taxes $ 68,499 $ 2,,502 $ 39,997 interest do investments 3,182 2,194 938 1 a 0 i 30,00C r n�ees L,�ent maturities, at cost 65,000 :�.,, Adjustment of cash witn fiscal agent 6, P r� 6 Z��+>•` Total receipts , ?Y.561 ; i6,` I �_`-'_'� fl iDiet sFmeetS rl `Erne : $ 65,000 $ 45,000 $ 20,000 Interest 14,520 1 ,215 13,40 5 Fiscal agent service cherge 0.� - 33 59 Total disbursements $79.712 . 4C,248 ;3=46`_ n Cash balance, December 31 , 1973 $ 68,i02 $ 30,74" 137,962 ^I n 37 CITY OF FRIDLEY, MINNESOTA LIQUOR FUND BALANCE SHEET DECEMBER 31 , 1973 fl ASSETS Current assets Cash $ 8,436 ri Investments, at cost plus accrued interest 27,000 Inventories, at cost 196,088 Contract for deed receivable 9,972 fl Total current assets $241 ,496 Property, plant and equipment, substantially all at cost Land and improvements $180,750 Furniture, Fixtures and equipment 92,511 Truck 3,084 Work in progress 13,163 $289,508 Less accumulated depreciation 29,149 Net property, plant and equipment $260,359 Contract for deed receivable, less current portion above $351 ,899 Total assets $653,754 ^" LIABILITY AND RETAINED EARNINGS Current liability 1.1 Accounts payable $ 22,370 Retained earnings $631 ,384 r Total liability and retained earnings $653,754 F1 ,fl II n 38 7 CITY OF FRIDLEY, MINNESOTA n LIQUOR FUND I STATEMENT OF INCOME YEAR ENDED': DECEMBER 31 , 1973 n Store Total No. 1 No. 2 fl Sales $1 ,067,330 $ 52,832 $187,072 Cost of Sales 832,148 _ 43,064 144,449 II Gross profit $ 235,182 $ 9,768 $ 42,623 Percent of sales 22.0 18.5 22.8 fl Operating expenses $ 202,308 $ 21 ,164 $ 52,205 Percent of sales 18.9 40.1 27.9__ n Operating profit (loss) $ 32,874 $(11,396) $ (9,582) Percent of sales 3.1 (21 .6) (5.1 ) rl $ 337 $ 6,499 Other income $ 19,235 Percent of sales 1 .8 .7 3.4 _ fl Net income $ 52,109 $(11 ,059) $ (3,083) Percent of sales 4.9 (20.9) (1 .7) rl ANALYSIS OF CHANGES IN RETAINED EARNINGS YEAR ENDED DECEMBER 31 , 1973 rl Retained earnings n January 1 , 1973 $579,275 Net income 52,109 Retained earnings 1I December 31 , 1973 - $631 ,384 n n rl rTh • n r 39 (..) Store No 3 No 4 $353,921 $473,505 ri 282,822 361 ,813 $ 71 ,099 $111 ,692 20.1 23.6 $ 64,354 $ 64,585 18.2 13.6 $ 6,745 $ 47,107 1 .9 10.0 $ 8 ,956 $ 3,443 2.5 .7 $ 15,701 • $ 50,550 4.4 10.7 i 1 II Ii 41 n CITY OF FRIDLEY, MINNESOTA LIQUOR FUND STATEMENT OF CHANGES IN FINANCIAL POSITION YEAR ENDED DECEMBER 31 , 1973 Fund Provided Operations fl Net income $ 52,109 Depreciation 9,633 $ 61 ,742 j Decrease in long-term contracts receivable 9,972 $ 71 ,714 n Funds Applied Additions to property, plant, and equipment $ 166,587 Decrease in working capital $ (94,873) Changes in elements of working capital Increase (decrease) in current assets Cash $( 2,338) "1 Contract for deed 719 Investments ( 40,000) Inventories ( 36,496) (Increase) decrease in current liabilities Accounts payable ( 16,758) Decrease in working capital $( 94,873) � I ! I 1 r 42 CITY OF FRIDLEY, MINNESOTA LIQUOR FUND STATEMENT OF OPERATING EXPENSES YEAR ENDED DECEMBER 31 , 1973 r Off-Sale Stores r Percent Percent percent Total of sales No. 1 of sales No. 2 of sales Salaries and wages $110,372 10.4 $ 8,926 16.9 $ 27,942 14.9 Employee benefits 10,438 1 .0 822 1 .6 2,352 1 .3 Supplies 5,452 .5 331 .6 1 ,482 .8 Laundry and cleaning 2,249 .2 219 .4 600 .3 ri Rent 18,883 1 .8 1 ,822 3.4 6,369 3.4 Utilities 10,542 1 .0 1 ,000 1 .9 2,782 1 .4 Repairs and maintenance 4,273 .4 64 .1 1 ,394 .7 rl Insurance 16,483 1 .5 1 ,917 3.7 3,919 2.2 I Depreciation 9,633 .9 925 1 .9 2,450 1 .3 Mileage and automobile expense 893 .1 76 .1 272 .1 11 Professional fees 1 ,000 ,1 250 ,5 250 .1 Alarm service 1 ,142 .1 234 .4 216 .1 Cash (over) short 78 14 32 Advertising 1 ,585 .1 300 .6 267 .2 ril Data processing 1 ,511 .1 --- 355 .2 Loss on-sale of fixtures 5,814 .5 3,929 7,4 666 .4 rl Miscellaneous 1 960 .2 335 _ .6 857 .5 $202,308 18.9 $ 21 ,164 40.1 $ 52,205 27.9 (''� 11 n II rl • fl 1 • ni n 43 I r Percent Percent No. 3 of sales No. 4 • of sales $ 33 6,853 3603 10.5 $ 36,651 7.7 1 .0 3,661 .8 1 ,814 .5 1 ,825 .4 627 .2 803 .2 3,173 .9 7,519 1 .6 3,769 1 .1 2,991 .6 843 .2 1 ,972 .4 f 6,276 1 .8 4,371 .9 3,519 1 .0 2,739 .6 272 .1 273 .1 ' 250 250 .1 526 .1 166 42 (10) 677 .2 341 .1 568 .2 588 .1 1 ,022 .3 197 • - 520 .1 248 $ 64,354 18.2 $ 64,585 13.6 7 44 CITY OF FRIDLEY, MINNESOTA WATER AND SEWER REVENUE BOND FUND BALANCE SHEET DECEMBER 31 , 1973 ASSETS ' Current Assets ' Cash (deficit) $ (1 ,835) Investments, at cost 828,000 Accounts receivable 241 ,604 Total current assets $1 ,067,769 Restricted assets - Revenue Bond Accounts 7 Sinking Account Cash $ 23,091 Cash with fiscal agent 54,022 Investments, at cost 231 ,000 $ 308,113 Reserve Account Cash 28,133 n Construction Account It Cash (36,306) Accounts receivable Metropolitan Sewer Board 425,633 Total restricted assets $ 725,573 II Property, plant and equipment, substantially all at cost Land and improvements $ 149,086 7 Buildings 737,0.68 i Meters 241 ,948 --- -Maainery an3 equipment _1,.788,3 r Work in progress , $2,953,012 Less accumulated depreciation 810,412 Net property, plant and equipment $2,142,600 fl Total assets $3,935,942 rl LIABILITIES RESERVES AND RETAINED EARNINGS Current liabilities Accounts payable - Other $ 60,186 I Bonds payable within one year 90,000 I Total current liabilities $ 150,186 Other liabilities rl Accounts payable from restricted assets (Construction Account) $ 20,025 Bonds payable less portion due within one year 1 ,040,000 Meter deposits payable 257,741 Total other liabilities $1 ,317,766 I Reserves Metropolitan Sewer Board current value credit $ 425,633 7 Reserve for Sinking Account debt service 312,608 Reserve for Reserve Account 28,133 Total reserves $ 766,374 fl Retained earnings $1 ,701 ,616 Total liabilities, reserves and retained earnings $3,935,942 r.Th n I I 45 n CITY OF FRIDLEY, MINNESOTA rTh WATER AND SEWER UTILITIES REVENUE BOND FUND OPERATION AND MAINTENANCE ACCOUNT STATEMENT OF INCOME YEAR ENDED DECEMBER 31 , 1973 n Combined Water Sewer " ' Operating revenue Water sales and sewer rents $1 ,007,445 $402,688 $604,757 Eln Connection permits 8,529 2,790 5,739 Sales of materials and miscellaneous services 8,501 7,549 952 Total operating revenue $1 ,024,475 $413,027 $611 ,448 71 Operating expenses Source of supply $ 291 ,989 $ 36,360 $255,629 Power and pumping 51 ,929 51 ,929 Purification 68,457 68,457 Transmission and distribution 226,451 104,131 122,320 Customer accounting and collecting 38,785 24,351 14,434 -7 Administrative and general 23,959 13,310 10,649 ' 1 Depreciation 122,596 118,083 4,513 Total operating expenses $ 824,166 $416,621 $407,545 -lperating income (loss) $ 200,309 $ (3,594) $203,903 Other income and (expense) Interest income $ 64,124 Connection charges 4,169 Interest expense (54,790) Ti i Net income $ 213,812 77 ANALYSIS OF CHANGES IN RETAINED EARNINGS YEAR ENDED DECEMBER 31 , 1973 Retained earnings January 1 , 1973, before adjustments $1,578,051 n Net income - operating accounts 213,812 Transfers to other funds 90,247 Retained earnings December 31 , 1973 $1 ,701 ,616 1 46 CITY OF FRIDLEY, MINNESOTA WATER AND SEWER REVENUE BOND FUND STATEMENTS OF CHANGES IN FINANCIAL POSITION YEAR ENDED DECEMBER 31 , 1973 Working capital provided from fl Net income $213,812 Add expenses not requiring working capital - Depreciation 122,596 Working capital provided from operations $336,408 Transfers from other funds Increase in reserves 24,704 n Decrease in restricted assets 32,511 1 Increase in other liabilities 34,050 Total working capital provided $427,673 n Working capital used for Reduction of long-term debt $ 90,000 Additions to property, plant and equipment 64,699 r1 Transfers to other funds 90,247 Total working capital used $244,946 Increase in working capital $182,727 to.r1 . Changes in elements of working capital Increase (decrease) in current assets fl Cash $ 28,011 Accounts receivable (26,815) Investments 253,000 (Increase) decrease in current liabilities II Accounts payable (51 ,469) Current portion of long-term payable (20,000) ri Increase in working capital $182,727 ! I fl II I II n 47 n CITY OF FRIDLEY, MINNESOTA ri WATER AND SEWER REVENUE BOND FUND STATEMENT OF CHANGES IN ASSETS RESTRICTED FOR REVENUE BOND DEBT SERVICE YEAR ENDED DECEMBER 31 , 1973 n Sinking Reserve Construction Combined Account Account Account Cash Balance, January 1 , 1973 $ 28,131 $ 24,951 $ 1 ,313 $ 1 ,867 nReceipts Interest on investments $ 17,133 $ 15,313 $ 1 ,820 Transfer from Water and Sewer nOperating Fund 175,687 129,482 $ 46,205 Investments sold 238,000 ',213,000 25,000 Total receipts $430,820 $357,795 $ 26,820 $ 46,205 1 Disbursements Bonds $ 75,000 $ 75,000 Interest 53,410 53,410 Fiscal agents service charge 245 245 Construction costs 84,378 $ 84,378 Investments purchased 231 ,000 231 ,000 Total disbursements $444,033 $359,655 $ -- $ 84,378 -Cash balance, December 31 , 1973 $ 14,918 $ 23,091 $ 28,133 $(36,306) ' Investment balance, January 1 , 1973 $238,000 $213,000 $ 25,000 $ n -- Additions 231 ,000 231 ,000 Deductions (238,000) (213,000) (25,000) n Investment balance, December 31 , 1973 $231 ,000 $231 ,000 $ -- $ - -- I P P .- 48 CITY OF FRIDLEY, MINNESOTA TRUST AND AGENCY FUNDS BALANCE SHEETS - DECEMBER 31 , 1973 Firemen's Police Relief Relief Association Association Pension Combined Fund Fund Fund ASSETS Cash $ 10,052 $ 254 $ 925 $ 8,873 Taxes receivable Unremitted 937 162 364 411 Delinquent 4,768 781 1 ,659 2,328 Total Assets $ 15,757 $ 1 ,197 $ 2,948 $ 11 ,612 LIABILITY, RESERVE AND FUND BALANCE Liability - Accounts payable $ 1 ,179 $ 254 $ 925 Reserve for uncollected taxes 5,705 943 2,023 $ 2,739 ' Fund Balance 8,873 8,873 n Total liability, reserve and fund balance $ 15,757 $ 1 ,197 $ 2,948 $ 11 ,612 STATEMENTS OF CASH RECEIPTS AND DISBURSEMENTS YEAR ENDED DECEMBER 31 , 1973 Cash balance January 1 , 1973 $ 57,359 $ 7,273 $ 23,611 $ 26,475 fl Receipts General property taxes $119,900 $ 14,243 $ 51 ,292 $ 54,365 Insurance premium tax 48,635 25,901 22,734 II Interest earned 883 883 Refunded 17 17 Total receipts $169,435 $ '40,144 $ 74,026 $ 55,265 fl Disbursements I ' Police Relief Association $96,712 $ 96,712 n Firemen's Relief Association 47,163 $ 47,163 t Pension Contribution 72,867 $ 72,867 Total disbursements $216,742 $ 47,163 $ 96,712 $ 72,867 Cash balance December 31 , 1973 $ 10,052 $ 254 $ 925 $ 8,873 ' I r7) rl 1 49 rR CITY OF FRIDLEY, MINNESOTA STATEMENT OF GENERAL FIXED ASSETS DECEMBER 31 , 1973 General fixed assets i ' Land $ 637,740 p Building and structures 1 ,071 ,659 Improvements other than buildings 18,648,743 rFurniture, fixtures and office equipment 166,046 Machinery and equipment 643,602 Construction in progress 694,239 Total general fixed assets $21 ,862,029 Investment in general fixed assets Special assessments $18,757,533 L,Th State-aid 198,019 General fund 1 ,597,854 Municipal liquor dispensary 38,570 .., Contributions 412,970 General obligation bonds 856,597 Water and sewer utilities 486 Total investment in general fixed assets $21 ,862,029 General fixed assets were shown at cost except that fixed assets for which cost information was not available were priced at appraised values. II 50 CITY OF FRIDLEY, MINNESOTA STATEMENT OF CASH AND SECURITY FOR DEPOSITS DECEMBER 31 , 1973 Face amount r of securities pledged as Cash collateral Checking accounts - Fridley State Bank, Fridley, Minnesota General account $(232,070) $225,000* •, Petty cash and change funds 8,800 Total cash $(223,270) *Additional security of $20,000 is provided by the Federal Deposit Insurance Corporation. Pm i SUMMARY STATEMENT OF CASH RECEIPTS AND DISBURSEMENTS r, ALL FUNDS i YEAR ENDED DECEMBER 31 , 1973 n Cash Cash balance balance January 1 , December 31 , Fund 1973 Receipts Disbursements 1973 General Fund $ 6,276 $ 5,171 ,905 $ 5,180,840 $ (2,659) n Special revenue funds 3,255 1 ,192,712 1 ,183,448 12,519 ! 1 Investment Fund (87,622) 11 ,636,370 11 ,667,374 (118,626) Special assessments funds (9,328) 6,729,918 6,935,367 (214,777) General debt service funds 853 147,561 79,712 68,702 I I � Liquor Fund 10,774 1 ,202,586 1 ,204,924 8,436 Water and Sewer Revenue Bond Fund (1 ,715) 2,180,307 2,165,509 13,083 Trust and agency funds 57,359 169,435 216,742 10,052 Total $( 20,148) $28,430,794 $28,633,916 $(223,270). 71 ' 1 (Nili n I 51 r CITY OF FRIDLEY, MINNESOTA STATEMENT OF INVESTMENTS DECEMBER 31 , 1973 i Interest I Rate Maturity Cost Federal Intermediate Credit Bank Bonds 7.84% 1/2/74 $ 258,611 11 Federal Intermediate Credit Bank Bonds 7.35 3/4/74 190,042 Federal Intermediate Credit Bank Bonds 7,94 5/1/74 255,046 Federal Intermediate Credit Bank Bonds 7.85 6/3/74 255,386 Federal Intermediate Credit Bank Bonds 7.81 7/1/74 254,026 11 Federal Intermediate Credit Bank Bonds 7,85 9/3/74 100,531 Federal Intermediate Credit Bank Bonds 7.81 9/3/74 477,785 7 Federal Intermediate Credit Bank Bonds 8,10 10/1/74 100,000 II Federal National Mortgage Association 6.62 3/11/74 104,989 Federal National Mortgage Association 6.82 3/11/74 418,472 r. • Federal National Mortgage Association 7.75 3/11/74 102,317 Federal National Mortgage Association 6.70 6/10/76 150,000 Federal National Mortgage Association 6.25 12/10/76 200,000 Federal Home Loan Bank Notes 6.35 5/27/74 175,000 ^ Federal Home Loan Bank Notes 7.95 8/25/75 125,773 � � Federal Home Loan Bank Notes 6.75 11/25/77 500,000 Federal Land Bank Bonds 5.30 10/21/74 425,375 r, Federal Land Bank Bonds 6.19 10/20/77 50,781 Federal Land Bank Bonds 5.34 1/22/79 28,085 U.S. Treasury Notes 8.22 2/15/74 385,586 City of Fridley Temporary Bonds ' Sewer, Water and Storm Sewer No. 106 7.00 7/1/75 100,000 1972 Street 7.00 9/1/76 .430,000 7 Sewer, Water and Storm Sewer No. 102 7.00 8/1/76 350,000 1 1973 Street 7.00 8/1/76 680,000 Sewer, Water and Storm Sewer No. 112 7.00 9/1/76 95,000 n , I Total $6,212,805. Allocation by funds General Fund $ 968,838 Special Revenue Funds 583,162 1 Enterprise Funds 1 ,086,000 Special Improvements Revolving Fund 275,000 Special Assessment Construction Funds 304,805 Special Assessment Debt Service Funds 2,995,000 i Total $6,212,805 7 II II 52 CITY OF FRIDLEY, MINNESOTA BONDS PAYABLE - ALL FUNDS DECEMBER 31 , 1973 — Issue Interest Maturity Principal date rate Date amount Special Assessment Debt Service Funds - Definitive Bonds Regular Sewer Improvement Bonds May 1, 1974 5/1/54 3.00% 5/1/74 $ 2,000 Water and Sewer Improvement Bonds of 1954 $20,000 per year 8/1/54 4.00 8/1/74 20,000 17 Water and Sewer Improvement r Bonds of 1954 (Series B) I $20,000 per year 8/1/54 4.00 2/1/74 - 20,000 Water and Sewer Improvement Bonds $20,000 per year 11/1/54 4.00 2/1/74 20,000 _:. Water and Sewer Improvement Bonds $20,000 per year • 5/1/55 3.60 2/1/74-75 40,000 r - $20,000 per year 3.60- 8/1/74-75 40,000 II General Obligation Improvement Bonds $20,000 per year 10/1/55 3.60 2/1/74-75 40,000 I n I $20,000 per year 3.60 8/1/74.-75 . 40,000 Improvement Bonds n $30,000 per year 8/1/56 4.75 8/1/74 30,000 August 1 , 1975 4.75 8/1/75 50,000 August 1 , 1976 4.75 8/1/76 55,000 n Total Regular Special Assessment Debt Service Funds $ 357,000 1.1 f I ( n ri 53 7 CITY OF FRIDLEY, MINNESOTA BONDS PAYABLE - ALL FUNDS (CONTINUED) r,j7 DECEMBER 31 , 1973 n� Issue Interest Maturity Principal I ; date rate date amount Special Assessment Debt Service ^' Funds - Definitive Bonds (Continued) Improvement Bonds of 1960 January 1 , 1974 10/1/60 4.10% 1/1/74 $ 75,000 1 $80,000 per year 4.20 1/1/75-78 320,000 January 1 , 1979 4.20 1/1/79 75,000 January 1 , 1980 4.20 1/1/80 80,000 i i January 1 , 1981 4.20 1/1/81 70,000 January 1 , 1982 4.20 1/1/82 75,000 Total Improvement Bonds of 1960 Special Assessment Debt Service Fund $ 695,000 7 Improvement Bonds of 1962 February 1 , 1974 5/1/62 3.50 2/.1/74 $ 5,000 February 1 , 1975 3.80 2/1/75 10,000 r, February 1 , 1976 3.80 2/1/76 5,000 February 1 , 1977 3.80 2/1/77 10,000 February 1 , 1978 3.80 2/1/78 5,000 February 1 , 1979 3.80 2/1/79 10,000 $5,000 per year 3.80 2/1/80-82 15,000 Total Improvement Bonds of 1962 Special Assessment Debt Service Fund $ 60,000 Improvement Bonds of 1963 r. January 1 , 1974 1/1/63 3.50 1/1/74 $ 50,000 January 1 , 1975 3.70 1/1/75 45,000 $30,000 per year 3.70 1/1/76-77 60,000 $30,000 per year 3.80 1/1/78-79 60,000 $35,000 per year 3.80 1/1/80-83 140,000 Total Improvement Bonds of 1963 Special Assessment Debt Service Fund $ 355,000 Refunding Bonds of 1964 7 $105,000 per year 2/1/64 3.30 2/1/74-75 $ 210,000 ' ; $105,000 per year 3.40 2/1/76-79 420,000 February 1 , 1980 3.40 2/1/80 40,000 i1 Total Refunding Bonds of 1964 Special Assessment Debt Service Fund $ 670,000 f1 71 54 CITY OF FRIDLEY, MINNESOTA BONDS PAYABLE - ALL FUNDS (CONTINUED) DECEMBER 31 , 1973 Issue Interest Maturity Principal date rate date amount Special Assessment Debt Service .- Funds - Definitive Bonds (Continued) Improvement Bonds of 1965 r,,, $30,000 per year 5/1/65 3.20% 2/1/74-75 $ 60,000 $30,000 per year 3.30 2/1/76-78 90,000 $30,000 per year 3.40 2/1/79-80 60,000 February 1 , 1981 3.40 2/1/81 25,000 $25,000 per year 3.50 2/1/82-85 100,000 February 1 , 1986 3.50 2/1/86 20,000 Total Improvement Bonds of 1965 Special Assessment Debt r. Service Fund $ 355,000 Improvement Bonds of 1967 $150,000 per year 10/1/67 4.20 1/1/74-75 $ 300,000 $140,000 per year 4.20 1/1/76-77 280,000 $130,000 per year 4.40 1/1/78 130,000 $ 40,000 per year 4.40 1/1/79-82 160,000 $ 30,000 per year 4.50 1/1/83-87 150,000 January 1 , 1988 4.50 1/1/88 20,000 r Total Improvement Bonds of 1967 Special Assessment Debt i Service Fund $1 ,040,000 Improvement Bonds of 1970 $95,000 per year 7/1/70 6.50 1/1/74-79 $ 570,000 $85,000 per year 6.50 1/1/80 85,000 $45,000 per year 6.75 1/1/81-82 90,000 $45,000 per year 6.90 1/1/83-84 90,000 $40,000 per year 7.00 1/1/85-89 200,000 $15,000 per year 1 7.00 1/1/90-91 30,000 Total Improvement Bonds of 1970 Special Assessment Debt _ Service Fund $1 ,065,000 ! ! Improvement Bonds of 1972 January 1 , 1974 10/1/72 3.80 1/1/74 $ 110,000 $150,000 per year 3.80 1/1/75-76 300,000 $150,000 per year 4.10 1/1/77-78 300,000 $150,000 per year 4.40 1/1/79-80 300,000 $150,000 per year 4.60 1/1/81-82 300,000 $ 75,000 per year 4.80 1/1/8344 150,000 $ 75,000 per year 5.00 1/1/85-86 150,000 January 1 , 1987 5.10 1/1/87 75,000 , 1 January 1, 1988 5.20 1/1/88 75,000 il 55 li r CITY OF FRIDLEY, MINNESOTA BONDS PAYABLE - ALL FUNDS (CONTINUED) DECEMBER 31 , 1973 n Issue Interest Maturity Principal date rate date amount Special Assessment Debt Service Funds - Definitive Bonds (Continued) Improvement Bonds of 1972 (Continued) January 1 , 1989 10/1/72 5.20% 1/1/89 $ 50,000 $50,000 per year 5.25 1/1/90-91 100,000 $50,000 per year 5.30 1/1/92-94 150,000 II Total Improvement Bonds of 1972 Special Assessment Debt Service Fund $2,060,000 Total Special Assessment Definitive Bonds $6,657,000 General Debt Service Funds ri Park Bonds January 1 , 1974 1/1/63 3.50 1/1/74 $ 25,000 t"'"\ Total Park Bonds $ 25,000 Civic Center Bonds $25,000 per year 5/1/65 3.20 2/1/74-75 $ 50,000 $25,000 per year 3.30 2/1/76-78 75,000 $30,000 per year 3.40 2/1/79-81 90,000 February 1 , 1982 3.50 2/1/82 30,000 $35,000 per year 3.50 2/1/83-86 140,000 7 Total Civic Center Bonds $ 385,000 Total General Debt Service Funds $ 410,000 r-, f1 56 CITY OF FRIDLEY, MINNESOTA BONDS PAYABLE - ALL FUNDS (CONTINUED) DECEMBER 31 , 1973 Issue Interest Maturity Principal „ date rate date amount REVENUE BONDS Public Utilities Sinking Fund Water and Sewer Revenue Bonds of 1956 $15,000 per year 9/1/56 4.50% 9/1/74-76 $ 45,0001 Total Water and Sewer Revenue Bonds of 1956 $ 45,000 „, Water No. 75 February 1 , 1974 5/1/65 3.20 2/1/74 $ 35,000 February 1 , 1975 3.20 2/1/75 20,0007 February 1 , 1976 3.30 2/1/76 35,0001 $50,000 per year 3.30 2/1/77-78 100,000 $50,000 per year 3.40 2/1/79-81 150,000 r• $50,000 per year 3.50 2/1/83-87 300,000 February 1 , 1988 3.50 2/1/88 20,000 Total Water No. 75 Bonds $ 660,0 Water Bonds of 1970 $40,000 per year 7/1/70 6.50 1/1/74-75 $ 80,000 Iii $45,000 per year 6.50 1/1/76-77 90,000 1i $50,000 per year 6.50 1/1/78-79 100,000 $55,000 per year 6.50 1/1/80 55,000 $55,000 per year 6.75 1/1/81 55,000 $45,000 per year 6.75 1/1/82 45,000 Total Water Bonds of 1970 $ 425,000 r% Total Water and Sewer Revenue Bonds $1 ,130,000 Total Definitive Bonds $8,197,000 ri Special Assessment Debt Service Funds - Temporary Bonds i ) Sewer, Water and Storm Sewer No. 106 7/1/72 7.00 7/1/75 $ 100,000 1972 Street 9/1/72 7.00 9/1/75 $ 430,000 Sewer, Water and Storm Sewer No. 102 8/1/73 7.00 8/1/76 $ 350,000 n 1973 Street 8/1/73 7.00 8/1/76 $ 680,00 Sewer, Water and Storm Sewer No. 112 9/1/73 7.00 9/1/76 $ 95,00u f1 Total Special Assessment Temporary Bonds $1 ,655,000 7 Total bonds outstanding $9,852,000 7 57 CITY OF FRIDLEY, MINNESOTA, ! ! DEBT SERVICE REQUIREMENTS - ALL FUNDS DECEMBER 31 , 1973 r, Year Principal Interest Total 1974 $ 932,000.00 $ 467,577.50 $ 1 ,399,577.50 1975 1 ,425,000.00 429,200.00 1 ,854,200.00 1976 1 ,935,000.00 354,927.50 2,289,927.50 1977 760,000.00 240,442.50 1,000,442.50 n 1978 750,000.00 207,425.00 957,425.00 1979 665,000.00 176,032.50 841 ,032.50 1980 600,000.00 147,430.00 747,430.00 II 1981 505,000.00 121 ,990.00 626,990.00 1982 500,000.00 98,730.00 598,730.00 1983 295,000.00 80,572.50 375,572.50 1984 260,000.00 68,002.50 328,002.50 1985 255,000.00 56,175.00 311 ,175.00 1986 250,000.00 44,512.50 294,512.50 1987 195,000.00 33,862.50 228,862.50 r 1988 155,000.00 24,850.00 179,850.00 1989 90,000.00 18,000.00 108,000.00 1990 65,000.00 13,462.50 78,462.50 7' —‘1991 65,000.00 9,787.50 74,787.50 1992 50,000.00 6,625.00 56,625.00 1993 50,000.00 3,975.00 53,975.00 1994 50,000.00 1 ,325.00 51 ,325.00 $ 9,852,000.00 $ 2,604,905.00 $12,456,905.00 r I 7 7 r., f1 1 , 7 58 r Mo CITY OF FRIDLEY, MINNESOTA n DEBT SERVICE REQUIREMENTS - GENERAL OBLIGATION BONDS PARK AND CIVIC CENTER DECEMBER 31 , 1973 Year Principal Interest Total 1974 $ 50,000.00 $ 13,122.50 $ 63,122,50 1975 25,000.00 11 ,885.00 36,885.00 1976 25,000.00 11 ,072.50 36,072.50 1977 25,000.00 10,247.50 35,247.50 1978 25,000.00 9,422.50 34,422.50 1979 30,000.00 8,500.00 38,500.00 1980 30,000.00 7,480.00 37,480.00 1981 30,000.00 6,460.00 36,460.00 ' 1982 30,000.00 5,425.00 35,425.00 1983 35,000.00 4,287.50 39,287.50 II 1984 35,000.00 3,062.50 38,062.50 1985 35,000.00 1 ,837.50 36,837.50 1986 35,000.00 612.50 35,612.50 7 $ 410,000.00 $ 93,415.00 $ 503,415.00 r 7 7 7 7 I 7 f 7 El r'i 59 fl n n CITY OF FRrDLEY, MINNESOTA f DEBT SERVICE REQUIREMENTS- - PERMANENT BONDS SPECIAL.ASSE$SIENT FUNDS r DECEMBER31, 1973 Year Principal Interest Total r1 1974 $ 792,000.00 $ 288,050.00. $1 ,080,050.00 1975 795,000.00 255,065.00 1 ,050,065.00 1976 690,000.00 223,040.00 . 913,040.00 1977 640,000.00 193,132.50 " - 833,132.50 1978 625,000.00. 165,677.50 790,677.50 1979 535,000.00. 140,132.50 675,132.50 7 1980 465,000.00 117,662.50 582,662.50 1981 370,000.00 98,586.25 468,586.25 1982 375,000.00 , 81 ,461 .25 456,461 ,25 1983 210,000.00 67,710.00 277,710.00 1984 175,000.00 58,115.00- 233,115.00 1985 170,000.00 49,262.50 219,262.50 1986 165,000.00 40,575.00 205,575.00 '^ 1987 145,000.00 . 32,287.50 177,287.50 ' 1988 135,000.00 24,500.00 159,500.00 1989 90,000.00 18,000.00 108,000.00 • 1990 65,000.00 13,462.50 78,462.50 " 1991 65,000.00 9,787.50 74,787.50 `-- f992 50,000.00 6,625.00 56,625.00 • 1993 50,000.00 3,975.00 53,975.00 1994 50,000.00 1 ,325.00 51 ,325.00 $6,657,000.00 $1 ,888,432.50 $8,545,432.50 i i 7 f1 .., ,.., 60 r' CITY OF FRIDLEY, MINNESOTA DEBT SERVICE REQUIREMENTS - TEMPORARY BONDS SPECIAL ASSESSMENT FUNDS DECEMBER 31 , 1973 Year Principal Interest Total 1974 $ $ 115,850.00 $ 115,850.00 1975 530,000.00 115,850.00 645,850.00 1976 1 ,125,000.00 78,750.00 1 ,203,750.00 $1 ,655,000.00 $ 310,450.00 $1 ,965,450.00 rI n n ' I ' I El (1. 1! I EI I ' 61 7 CITY OF FRIDLEY, MIiNNESOTA 1.7 DEBT.SERVICE REQUIREMENTS PUBLIC UTILITY REVENUE & WATER IMPROVEMENT BONDS r, DECEMBER 31 , 1973 7 Year Print Interest 7 Total 1974 $ 90,000.00 197 75,000.00 $ 50,555.00 $ . 140,555.00 1976 95,000.00 46,400.00 1.21 ,400.00 �' 1977 42,065.00 137,065.00 1978 95,000.00 37,062.50 132,062.50 1978 1 27,400.00 32,325.00 100,000.00 127,400.00 1980 105,000.00 ,400.00 127,4Q0.00 ' 22,287.50 127,287.50 ' 1981 105,000.00 1982 95,000.00 16,943.75 121 ,943.75 n1983 50,000.00 11 ,843.75 106,843.75 7984 - 50,000.00 8,575..00 58,575.00 1985 50,000.00 6,825.00 56,825.00 1985 5,075.00 55,075.00 n1987 50,000.00 3,325.00 50,000.00 53,575.00 1988 20,000.00 1 ,575.00 51 ,575.00 350.00 20,350.00 j "1 $ 1 ,130,000.00 $ 312,607.50 $1 ,442,607.50 n -1 I 7 7 II fl ,„r- 1 i 7 62 7 Pm CITY OF FRIDLEY, MINNESOTA ASSESSED VALUATIONS, TAX LEVIES AND MILL RATES ' L (Shown by year of tax collectibility) Pm 1971 1972 1973 1974 Assessed Valuations Real Estate $23,921 ,229 $24,721 ,145 $89,400,378 $100,626,812 Personal Property 3,687,092 4,080,720 6,187,860 6,838,247 Actual Assessed $27,608,321 $28,801 ,865 $95,588,238 $107,465,059 Exempt Personal 1 ,210,692 N/A N/A N/A Total $28,819,013 $28,801 ,865 $95,588,238 $107,465,059 P 1 Tax Levies General Fund $ 1 ,001 ,209 $ 923,625 $ 1 ,075,464 $ 1 ,178,854 n Public Employees' Retirement Association Fund 47,402 59,566 53,954 95,895 Firemen's Relief Association Fund 27,523 17,602 13,776 None n Police Pension Association Fund 55,862 57,547 49,992 75,723 General Debt Service Funds 83,590 81 ,531 67,200 39,200 rr Total $ 1 ,215,586 $ 1 ,139,871 $ 1 ,260,386 $ 1 ,389,672 n Mill Rate General Fund 34.74 32.07 10.84 10.97 Public Employees' Retirement n Association Fund 1 .64 2.07 .54 .89 Firemen's Relief Association Fund .96 .61 .14 .00 n Police Pension Association ' I Fund 1.94 2.00 .51 .71 General Debt Service Funds 2.90 2.83 .68 .37 7 Total 42.18 39.58 12.71 12.94 El Note: The 1971 Minnesota State Legislature exempted from assessment most personal property not previously exempted. The Legislature also set market value as the bans for the assessment of real property. The effect is an increase in the assessed va e of real property and a reduction in the mill rate. ! I n 63 CITY OF FRIDLEY rn COMPARISON OF VALUATIONS AND LEVIES OF CLASSES OF PROPERTY n (1973 Valuation for 1974 Tax) Class of Property Assessed Value Percent of Total Tax Levy -- Commercial $12,158,766 11 .314% $ 157,229.68 7 Industrial 23,626,350 21.985% 305,521.42 F. M. C. #85 3,752,051 3.491% 48,519.21 7 Gas - Electric 3,074,070 2.861% 39,751.98 7 Advertising-Billboards, Etc. 12,126 .011% 156.81 Public Utilities Real Est. 370,207 .345% = 40.007% 4,787.29 n Vacant Land 1 ,262,781 V 1.175% 16,329.51 nn Apartments 10,051 ,418 9.353% 129,978.75 fl Residential 53,157,290 49. 465 687,397.35 n $107,465,059 100.00% $1,389,672.00 7 The above shows the Assessed Value for each class of ro ert . in P p y n Fridley. The City Tax Levies are actual. In the instance of flresidential property the city receives Y a substantial amount of n reimbursement from State funds for Homestead Credit. This reduces taxes paid by owners of residential property. The amount of flreimbursement is not yet available for 1974 and may not be until 7 n March or April. In 1973, this amounted to $178,481 .41 . The residential valuation includes the first 1 $ 2,000 of value for n those apartments in which owner resides. This is an insignificant amount. r.. .. � 7 • .• 64 7 CITY OF FRIDLEY, MINNESOTA TAX LEVIES AND TAX COLLECTIONS YEARS 1964 THROUGH 1973 Collections Percentage Collection ! of current of levy of prior Ratio year's taxes collected year's taxes of. tot.. r'! Year Total during fiscal during fiscal during fiscal Total collecti. I ! collected tax levy period _ period period collections to tax 1_ 1964 $ 471 ,095 $ 456,350 96.87 $ 7,243 $ 463,593 -.9840: n 1965 565,667 547,313 96.76 - 7,658 544,971 .9811 : fi 1966 641 ,945 618,252 96.31 10,003 628,255 .9787: 1967 753,242 721 ,568 95.79 16,160 737,723 .9794: 1968 757,325 743,851 98.22 29,672 773,523 1 .021 1969 904,756 877,150 96.95 16,349 893,499 .9875: n 1970 1 ,068,629. 1 ,038,922 97.22 12,177 1,051 ,099 .9835:. 1971 1,215,586 1 ,136,296 93.47 27,563 1 ,163,859 .9574: fi 1972 1 ,139,871 1 ,119,975 93.25 75,812 1,195,787 1 .0490 1973 1 ,260,386 1 ,245,095 98.78 30.551 1,275,646 1 .0112: ! I n fl n . I 7 65 fl CITY OF FRIDLEY, MINNESOTA INSURANCE COVERAGE ,J DECEMBER 31 , 1973 I r, All risk, direct physical loss coverage 1 Buildings and contents (except liquor stock) - 90% Co-insurance $3,810,022 Boiler insurance 500,000 Contractor's equipment 259,469 "1 Signs 30,000 Fire and extended coverage - Liquor contents (include stock) 470,670 Comprehensive liability, including automobiles Bodily injury Each person 100,000 Each occurrence 300,000 Property damage 100,000/300,000 " Liquor liability 1 ,000,000 Open stock burglary 10,000 Comprehensive and collision, automobile rl Passenger vehicles Actual cash value Other vehicles Stated value Business interruption, liquor stores 91 ,000 Ei-- Money and securities, inside and outside flpremises, all locations 15,000 Depository, forgery bond 10,000 n Workmen's compensation Statutory Ii EMPLOYEES' SURETY BONDS fl DECEMBER 31 , 1973 Surety riName Position bond Nasim M. Qureshi City Manager $25,000 7 Marvin C. Brunsell City Clerk 1,000 rl Marvin C. Brunsell Treasurer 25,000 I ! Mervin J. Herrmann Assessor 500 rLeon Madsen Deputy Assessor 500 Walter J. Mulcahy Appraiser 500 All employees are covered by a blanket faithful performance bond of 15,000 I1