Loading...
2014 CAFR CITY OF FRIDLEY, MINNESOTA Comprehensive Annual Financial Report December 31, 2014 Prepared by: Finance Department Darin R. Nelson Finance Director This page intentionally left blank CITY OF FRIDLEY, MINNESOTA COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED DECEMBER 31, 2014 TABLE OF CONTENTS EXHIBITPAGE I. INTRODUCTORY SECTION Letter of Transmittal3 Certificate of Achievement 11 Elected and Appointed Officials13 City Administrative Organizational Structure 201414 II. FINANCIAL SECTION Independent Auditor's Report19 Management's Discussion and Analysis23 Basic Financial Statements: Government-Wide Financial Statements: Statement of Net PositionA-137 Statement of ActivitiesA-238 Fund Financial Statements: Balance Sheet - Governmental FundsA-340 Statement of Revenues, Expenditures and Changes in Fund Balances - Governmental FundsA-442 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of ActivitiesA-545 Statement of Net Position - Proprietary FundsA-646 Statement of Revenues, Expenses and Changes in Fund Net Position - Proprietary FundsA-748 Statement of Cash Flows - Proprietary FundsA-850 Statement of Fiduciary Net PositionA-952 Notes to Financial Statements53 Required Supplementary Information: Budgetary Comparison Schedule - General FundB-190 Budgetary Comparison Schedule - Note to RSI95 Schedule of Funding Progress - Retiree Health Plan96 Combining and Individual Fund Statements and Schedules: Combining Balance Sheet - Nonmajor Governmental FundsC-1101 Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Governmental FundsC-2102 CITY OF FRIDLEY, MINNESOTA COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED DECEMBER 31, 2014 TABLE OF CONTENTS EXHIBITPAGE Subcombining Balance Sheet - Nonmajor Special Revenue FundsC-3104 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Special Revenue FundsC-4106 Subcombining Balance Sheet - Nonmajor Capital Project FundsC-5110 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Capital Project FundsC-6112 Special Revenue Funds: Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual: D-1116 Cable TV Fund Springbrook Nature Center FundD-2117 Grant Management FundD-3118 Solid Waste Abatement FundD-4119 Internal Service Funds: Combining Statement of Net PositionE-1122 Combining Statement of Revenues, Expenses and Changes in Net PositionE-2123 Combining Statement of Cash FlowsE-3124 Housing and Redevelopment Authority (Component Unit): Balance Sheet - Governmental FundsF-1126 Statement of Revenues, Expenditures and Changes in Fund Balances - Governmental FundsF-2128 Subcombining Balance Sheet - Nonmajor Capital Project FundsF-3130 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Capital Project FundsF-4132 Agency Funds: Statement of Changes in Assets and LiabilitiesG-1136 CITY OF FRIDLEY, MINNESOTA COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED DECEMBER 31, 2014 TABLE OF CONTENTS EXHIBITPAGE III. STATISTICAL SECTION (Unaudited) Financial Trends: Net Position by ComponentTable 1138 Changes in Net PositionTable 2140 Fund Balances - Governmental FundsTable 3144 Changes in Fund Balances - Governmental FundsTable 4146 Revenue Capacity: Tax Capacity Value and Estimated Market Value of Taxable PropertyTable 5148 Direct and Overlapping Property Tax Capacity RatesTable 6150 Principal Property TaxpayersTable 7152 Debt Capacity: Property Tax Levies and CollectionsTable 8153 Ratios of Outstanding Debt by TypeTable 9154 Direct and Overlapping Govermental Activities DebtTable 10155 Legal Debt Margin InformationTable 11157 Pledged Revenue CoverageTable 12158 Demographic and Economic: Demographic and Economic StatisticsTable 13160 Principal EmployersTable 14161 Full-Time Equivalent City Government Employees by Function/ProgramTable 15162 Operating Information: Operating Indicators by Function/ProgramTable 16164 Capital Asset Statistics by Function/ProgramTable 17166 This page intentionally left blank I. INTRODUCTORY SECTION This page intentionally left blank City of Fridley, 6431 University Avenue NE, Fridley, MN 55432 Finance Department • 763-571-3450 • Fax 763-571-1287 • www.FridleyMN.gov May 18, 2015 To the Citizens of the City of Fridley, Mayor, Council Members, and City Manager The Comprehensive Annual Financial Report of the City of Fridley, Minnesota, for the fiscal year ended December 31, 2014, is submitted herewith: Responsibility for both the accuracy of the presented data and the completeness and fairness of the presentation, including all disclosures, rests with the City. We believe that the data, as presented, is accurate in all material aspects, that it is presented in a manner designed to fairly set forth the financial position and results of operations of the City as measured by the financial activity of its various funds, and that all disclosures necessary to enable the reader to gain the maximum understanding of the City’s financial activity have been included. Generally accepted accounting principles require that management provide a narrative introduction, overview, and analysis to accompany the basic financial statements in the form of Management’s Discussion and Analysis (MD&A). This letter of transmittal is designed to complement the MD&A and should be read in conjunction with it. The City of Fridley’s MD&A can be found immediately following the report of the independent auditors. All City funds, departments, commissions and other organizations for which the City of Fridley is financially accountable are presented within the Comprehensive Annual Financial Report. The City provides a full range of services to its citizens. These services include, but are not limited to, police and fire protection; water and sanitary sewer utilities; the construction and maintenance of streets and infrastructure; recreational facilities; and general administrative services. The Housing and Redevelopment Authority (HRA) is included in the reporting entity as a component unit of the City, because the governing board is appointed by the City Council, and because of the City’s relationship of financial benefit or burden with the authority. The organization, form and contents of this report were prepared in accordance with the standards prescribed by the Governmental Accounting Standards Board (GASB), the Government Finance Officers Association of the United States and Canada (GFOA), the American Institute of Certified Public Accountants, the Minnesota Office of the State Auditor, and the City Charter. CITY OF FRIDLEY, MINNESOTA ECONOMIC CONDITION AND OUTLOOK BACKGROUND AND LOCATION The City of Fridley is a first ring suburban community with an estimated 2013 population of 27,865. The City is located 10 minutes north of downtown Minneapolis and 25 minutes northwest of downtown St. Paul. Incorporated in July of 1949, Fridley covers 10 square miles of area and is now home to some of the most important industries in the Midwest, nation, and the world. An industrial spine around the rail corridor has served the City well and has provided the city with nearly as many jobs as the number of citizens who reside in the community. Fridley is home to the largest number of employees in Anoka County. LOCAL ECONOMY The local economy is showing signs of steady improvement over the past year. New construction and renovation continues to gain traction as activity has steadily increased over the past few years, unemployment numbers have improved, and property values appear to have bottomed out and have rebounded with double digit increases over the past year. New construction continued to remain solid with construction valued at approximately $47.1 million for 2014. This is about $6.5 million more than 2013. The major projects for 2014 included; Phase 1 of Northern Stacks office warehouse space valued at $9.7 million, General Mills Oats building at $4 million, a new CAT scan room and birthing center at Unity Hospital valued at $1.6 million. In addition, Duluth Trading Company and Banquets of Minnesota joined our community by converting previously vacant space and investing $1.2 million in improvements combined. Continued long-term growth is anticipated as Fridley continues to aggressively pursue redevelopment opportunities. The estimated market value for all properties in Fridley increased 10% from January 1, 2014 to January 1, 2015. This increase in valuation is consistent with other municipalities in the Minneapolis-St. Paul metropolitan area. MAJOR INITIATIVES For the Year 2014 continued with its fast pace of city initiated projects along with the partnering with developers to bring substantial redevelopment projects to fruition. Current projects include: CITY OF FRIDLEY, MINNESOTA ECONOMIC CONDITION AND OUTLOOK (CONTINUED) 1.The Street Program continued the on-going efforts of resurfacing city streets. The 2014 Street Program included Main Street and Commerce Lane. The final cost of this project was approximately $1.2 million. 2.The City entered its fourth year of a ten to twelve year campaign to replace the City’s approximately 7,500 manual read water meters with automatic meter reading water meters. Public Works staff is undertaking the change-out in house, which saves contractual costs and allows the city to more easily budget for new meters on an annual basis rather than a large one-time purchase. Annual expenditure for the purchase of new water meters is estimated to cost $125,000 per year with an average of 600 meters changed out per year. In 2014, over 900 meters were replaced, which at the current pace will reduce the length of the project from twelve to ten years. 3.The HRA actively worked on a number of redevelopment projects in 2014. In May, ground was broken on the first 215,000 sq. ft. of the Northern Stacks industrial redevelopment. In October the Authority purchased the former Columbia Arena for future redevelopment efforts. In November, a ground breaking was held for the Cielo apartment redevelopment project. This project will eventually contain 254 apartment units in 3 separate buildings. Additionally, the Authority sold 7 single family lots to home builders. 4.During the 2014 State Legislative session, the City of Fridley was awarded five million dollars of state bonding funds to build a new interpretive center at the Springbrook Nature Center. For over a decade the City and the non-profit Springbrook Nature Center Foundation have worked to create and implement the S.P.R.I.N.G (Sanctuary Protection and Renewal Into Next Generation) Project. This is a comprehensive plan to revitalize the seven acre park entrance and interpretive center at the nature center and will allow the site to expand its programming, host weddings and events, and continue to provide world class environmental education to an ever-growing audience. Groundbreaking for the new interpretive center is scheduled for May 2015. 5.The City also entered into a contract with Tyler Technologies to replace the City’s current financial system that has been in place for close to twenty-five years. The new system will replace both the financial and utility billing systems. Go-live dates are anticipated for the third quarter of 2015. For the Future As Fridley becomes a fully developed community with a stable population, the ability to maintain, improve, or expand the types of services provided to our residents continues to evolve and present new challenges. The 2015 budget reflects the changes necessitated by the City’s maturity, current and future fiscal restraints, and it attempts to respond to market pressure and citizen-driven requests through certain innovative but fiscally sound CITY OF FRIDLEY, MINNESOTA ECONOMIC CONDITION AND OUTLOOK (CONTINUED) public service policies. One such example is an initiative to increase the beautification of the City’s parks and certain causeways in an effort to build additional community pride for our City and its amenities. Additional seasonal park maintenance employees were hired to assist in reaching this objective. This effort did add additional operating expenditures in the form of labor and equipment operating costs, but were manageable within the scope of the entire departmental budget. The City continues to monitor operational expenditures to achieve cost savings without negatively impacting service levels. As an example, an extensive analysis was completed in 2014 to ensure our three utilities (water, sewer, and storm water) are financially independent and fully supporting each specific operation. The study involved analyzing the activities of certain groups of employees on a daily basis and comparing those duties to where their actual labor costs are being charged. The conclusion was that the Storm Water Fund was relying heavily on public works and engineering staff from both the General Fund and Sewer Utility Fund. Starting with the 2015 budget, labor distribution will reflect actual labor costs within all funds. This change ensures all our enterprise funds (utilities) are self-sufficient and are not being supported by outside resources, most notably the City’s General Fund. The General Fund has Charter imposed constraints that other funds do not. Most notably, any levy increase is limited to the CPI of the prior year or five percent whichever is least. Given this constraint, it’s imperative that the General Fund not be supporting other funds to ensure the greatest flexibility in continuing service delivery and maximizing efficiencies. This reallocation of labor has allowed the General Fund to rehire a police officer that had been frozen a few years ago due to budget constraints. In the area of capital equipment, the City has taken a strategic approach to the planning and acquisition of equipment. Funding sources are designed not to impact the operation levy. Issuing debt in the form of capital equipment certificates has been eliminated from the current Capital Improvements Program (CIP) and should not need to be utilized in the future. We also continue to re-evaluate numerous purchases where extending the useful life of some capital equipment could be achieved through renovation or reuse. FINANCIAL INFORMATION INTERNAL CONTROLS In developing and improving the City’s accounting system, consideration is given to the adequacy of internal accounting controls.Internal accounting controls are designed to provide reasonable, but not absolute, assurance regarding the safeguarding of assets against loss from unauthorized use or disposition and the reliability of financial records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance recognizes that the cost of a control should not exceed the CITY OF FRIDLEY, MINNESOTA FINANCIAL INFORMATION (CONTINUED) benefits likely to be derived and the evaluation of costs and benefits requires estimates and judgments by management. All internal control evaluations occur within the above framework. We believe that the City’s internal accounting controls adequately safeguard assets and provide reasonable assurance of the proper recording of financial transactions. BUDGETARY CONTROLS A complete budgetary system of accounts is maintained for the General and Special Revenue Funds. Budgetary control is maintained in compliance with the City Charter requirements. The Charter provides that it is the duty of the City Manager to strictly enforce the provisions of the budget. The management policy of the City is such that the existence of a particular item or appropriation in the approved budget does not mean that it will or must be automatically expended. It is the policy of the City to control budgets at the departmental level. Budget adjustments between City divisions are made upon the approval of a resolution by the City Council. The City Charter provides that the City Council shall not have power to increase the total amount of the budget, whether by insertion of new items or otherwise, beyond the estimated revenue unless the actual revenue exceeds such revenue estimates, and in that event not beyond such actual revenue. There is a constant review process. Expenditures are not approved until it has been determined that 1) the expenditure is necessary, 2) adequate funds have been appropriated, and 3) funds are available. FUND BALANCE POLICY The purpose of the fund balance policy is to establish appropriate fund balance levels for each fund that is primarily supported by property tax revenues or user fees. These policies will ensure that adequate resources are available to meet cash flow needs for carrying out the regular operations of the City. The funds addressed in this policy include the General Fund, Solid Waste Abatement Fund, Springbrook Nature Center Fund and Enterprise Funds. In 2014, all the funds addressed by this policy, with the exception of the Sewer Enterprise Fund, met the fund balance guidelines. The Sewer Enterprise Fund, along with the other utility enterprise funds, have all implemented a multi-year plans to ensure long-term sustainability. The Sewer Enterprise Fund is expected to meet minimum fund balance requirements within the next couple years. CITY OF FRIDLEY, MINNESOTA FINANCIAL INFORMATION (CONTINUED) INVESTMENT POLICY The purpose of the investment policy is to develop an overall program for cash investments, designed and managed with a high degree of professionalism, worthy of the public trust; to establish that elected and appointed officials and employees are custodians of a portfolio which shall be subject to public review; to establish cash investment objectives, delegation of authority, standards of prudence, internal controls, authorized investments, selection process for investments, and broker representations. The investment policy outlines the investing philosophy and practices of the City of Fridley and the Fridley Housing and Redevelopment Authority, and has been developed to serve as a reference point for the management of City assets. It is the policy of the City to invest public funds in a manner which will provide for safety, liquidity, and yield in that order of importance. Investments will conform to all federal, state and local regulations governing the investment of public funds. OTHER INFORMATION INDEPENDENT AUDIT Section 7.13 of the City Charter requires an annual audit to be made of the books of account, financial records and transactions of all administrative departments of the City by a certified public accountant or the State Auditor’s Office of the State of Minnesota. The accounting firm of Redpath and Company, Ltd. was engaged by the City to render an opinion on the City’s financial statements. The auditor’s report on the basic financial statements and combining and individual fund statements and schedules is included in the Financial Section of this report. AWARDS The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Fridley for its comprehensive annual financial report for the fiscal year ended December, 31, 2013. In order to be awarded a Certificate of Achievement, a government must publish an easily readable and efficiently organized comprehensive annual financial report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current comprehensive annual financial report continues to meet the Certificate of Achievement Program’s requirements and are submitting it to the GFOA to determine its eligibility for another certificate. CITY OF FRIDLEY, MINNESOTA OTHER INFORMATION (CONTINUED) ACKNOWLEDGMENTS The preparation of this report on a timely basis could not have been accomplished without the efficient and dedicated services of all members of the Finance Department, with special recognition to Carol Meyer, Greg Tirevold, Jean Michaels, and to our auditors Redpath and Company for their professional guidance. We would also like to express our appreciation to the Mayor and members of the City Council for their interest and support in planning and conducting the financial operations of the City in a responsible and progressive manner. Respectfully submitted, Darin Nelson Shelly Peterson Finance Director Assistant Finance Director This page intentionally left blank This page intentionally left blank CITY OF FRIDLEY, MINNESOT A ELECTED AND APPOINTED OFFICIALS DECEMBER 31, 2014 ELECTED OFFICIALS Term of Office Expires December MayorScott J.Lund2016 Councilmember At LargeRobert L. Barnette2016 Councilmember, Ward IJames T. Saefke2014 Councilmember, Ward IIDolores M. Varichak2014 Councilmember, Ward IIIAnn R. Bolkcom 2014 APPOINTED OFFICIALS City ManagerWally Wysopal City AttorneyDarcy M. Erickson Prosecuting AttorneyCarl J. Newquist City ClerkDebra A. Skogen Department Heads: Finance Director/TreasurerDarin R. Nelson Director of Public Safety and Civil DefenseDonovan W. Abbott Fire ChiefJohn D. Berg Director of Public WorksJames P. Kosluchar Director of Parks and RecreationJack G. Kirk Director of Community DevelopmentScott J. Hickok Director of Human ResourcesDeborah K. Dahl CITY OF FRIDLEY ORGANIZATIONAL STRUCTURE 2014 General Fund Authorized Full-Time Positions - 102(A) (Minimum Of 32 Hours A Week) Total Authorized Full-Time Positions - 124(A) (Minimum Of 32 Hours A Week) Revised 10/14/2013 CITY MANAGEMENT (4) City Manager Admin Assistant to the City Manager City Clerk Communications Specialist (.5 FTE) Non-General Fund CABLE TV Cable TV Administrator FINANCE (16)POLICE (44)FIRE (6) Finance Director - TreasurerPublic Safety DirectorFire Chief AccountantAdministrative AssistantAdministrative Assistant Receptionist (.5 FTE)Assistant Chief FIELD OPERATIONS (28)(3) Captains ACCOUNTING (3)Captain Assistant Finance Director(5) Sergeants Payroll Coordinator(22) Patrol Officers Accounting Specialist TECHNICAL SUPPORT (14) ASSESSING (2)Captain City AssessorLieutenant Appraiser(3) Detectives Appraiser (.5 FTE)Pawn Detective (2) School Resource Officer MIS (2)Anoka-Henn DTF Sergeant IT ManagerSpecial Projects Coordinator PC TechnicianCrime Prevention Specialist Office Supervisor (2) Police Technicians (Also 3 at 32 hrs/week) Non-General Fund LIQUOR (5) Liquor Operations Manager (4) Lead Liquor Store Clerks WATER ADMIN Utility Billing Clerk Utility Billing Clerk (.5 FTE) Receptionist (.5 FTE) (A) An "Authorized Position" is defined as one that works at least 32 hours a week and receives a full-time benefit package. PUBLIC WORKS (34)PARKS &COMMUNITYHUMAN RESOURCES (2) RECREATION (8)DEVELOPMENT (10) Public Works DirectorHuman Resources Director Admin Assist/Main't CoordParks & Recreation DirectorCommunity DevelopmentAdministrative Assistant Recreation Office CoordinatorDirector (2) Program SupervisorsOffice Coordinator ENGINEERING (3) Sr Citizens Program Sup Asst. Public Works DirectorBUILDING INSPECTION (3) (2) Engineering TechnicianChief Building Official Building Inspector PW MAINTENANCE (19)Permit Technician Administrative Asst. PLANNING Planning Manager Operations ManagerPlanner (.6 FTE) Parks and StreetsAdmin. Asst. (.6 FTE) Parks Leadperson (5) Public Service WorkerRENTAL INSPECTIONS Inspector (2) (.75 FTE) Streets Leadperson (7) Public Service Worker Fleet Services Supervisor (2) Mechanic Non-General FundNon-General Fund SPRINGBROOK NATURESOLID WASTE Non-General Fund WATER (5)CENTER (3) Environmental Planner Water SupervisorNature Center Director (4) Public Service WorkerProgram SupervisorHRA Program Admin AssistAsst. Executive Director SEWER (5) Sewer Supervisor (4) Public Service Worker This page intentionally left blank II. FINANCIAL SECTION This page intentionally left blank INDEPENDENT AUDITOR'S REPORT To the Honorable Mayor and Members of the City Council City of Fridley, Minnesota Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities, the business- type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the City of Fridley, Minnesota, as of and for the year ended December 31, 2014, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor’s Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. 4810 White Bear Parkway, St. Paul, MN, 55110 651.426.7000 Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the City of Fridley, Minnesota, as of December 31, 2014, and the respective changes in financial position, and, where applicable, cash flows thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America. Report on Summarized Comparative Information We have previously audited the City of Fridley, Minnesota’s 2013 financial statements, and we expressed an unmodified audit opinion on the respective financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information in our report dated May 16, 2014. In our opinion, the summarized comparative information presented herein as of and for the year ended December 31, 2013 is consistent, in all material respects, with the audited financial statements from which it has been derived. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis and budgetary comparison information and the schedule of funding progress listed in the table of contents on pages 23 - 33 and 90 - 96 be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City of Fridley, Minnesota’s basic financial statements. The introductory section, combining and individual fund financial statements and schedules, and statistical section are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual fund financial statements and schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual fund financial statements and schedules are fairly stated in all material respects in relation to the basic financial statements as a whole. The introductory and statistical sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we do not express an opinion or provide any assurance on them. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated May 18, 2015, on our consideration of the City of Fridley, Minnesota’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City of Fridley, Minnesota’s internal control over financial reporting and compliance. REDPATH AND COMPANY, LTD. St. Paul, Minnesota May 18, 2015 This page intentionally left blank MANAGEMENT’S DISCUSSION AND ANALYSIS As management of the City of Fridley, we offer readers of the City of Fridley’s financial statements this narrative overview and analysis of the financial activities of the City for the fiscal year ended December 31, 2014. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal, which can be found on pages 3 through 9 of this report. Financial Highlights The assets of the City of Fridley exceeded its liabilities at the close of the most recent fiscal year by $63,963,198 (net position). Of this amount, $34,049,041 (unrestricted net position) may be used to meet the government’s ongoing obligations to citizens and creditors in accordance with the City's fund designations and fiscal policies. During 2014, the City’s total net position increased by $1,191,565. As of the close of the current fiscal year, the City of Fridley’s governmental funds reported combined ending fund balances of $24,806,833. Of this total amount, $2,086,435, or 8% is restricted through legal restrictions or third-party agreements. At the end of the current fiscal year the general fund balance of $8,317,630 included $60,123 in non-spendable, $15,176 in restricted, and $8,242,331 in unassigned fund balance. The City’s total debt decreased by $1,647,173 during the current fiscal year. Total debt outstanding at December 31, 2014 is $12,408,941. Overview of the Financial Statements The discussion and analysis are intended to serve as an introduction to the City of Fridley’s basic financial statements. The City’s basic financial statements comprise three components: 1) government-wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. Government-wide financial statements . The government-wide financial statements are designed to provide readers with a broad overview of the City of Fridley’s finances, in a manner similar to a private-sector business. The statement of net position presents information on all of the City of Fridley’s assets and liabilities, with the difference between the two reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the City of Fridley is improving or deteriorating. Managements Discussion and Analysis ’ The statement of activities presents information showing how the City’s net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g. uncollected taxes and earned but unused vacation leave). Both of the government-wide financial statements distinguish functions of the City of Fridley that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental activities of the City of Fridley include general government, public safety, public works, community development, and recreation and naturalist. The business-type activities of the City of Fridley include liquor, water, sewer and storm water. The government-wide financial statements can be found on pages 37 through 39 of this report. Fund financial statements . A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City of Fridley, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the City of Fridley can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. Governmental funds . Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government’s near-term financial requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statement. By doing so, readers may better understand the long-term impact of the City's near term financial decisions. Both the governmental fund balance sheet and governmental fund statement of revenues, expenditures, and change in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. Managements Discussion and Analysis ’ The City of Fridley maintains three individual major governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for the general fund, debt service fund and street improvement capital projects fund, all of which are considered to be major funds. Data from the other governmental funds are combined into a single, aggregated presentation. Individual fund data for each of these non-major governmental funds is provided in the form of combining statements elsewhere in this report. The City of Fridley adopts an annual appropriated budget for its General fund, the Cable TV, Solid Waste Abatement, Grant Management and Springbrook Nature Center special revenue funds. A budgetary comparison statement has been provided for those funds to demonstrate compliance with this budget. The basic governmental fund financial statements can be found on pages 40 through 45 of this report. Proprietary funds . The City of Fridley maintains four enterprise funds and three internal service funds as a part of its proprietary fund type. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The City of Fridley uses enterprise funds to account for its liquor, water, sewer, and storm water operations. The City of Fridley uses internal service funds to account for its employee benefits, self-insurance and information systems. Because these services predominately benefit governmental rather than business-type functions, they have been included within governmental activities in the government-wide financial statements. Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for the water, sewer, storm water and liquor operations, all of which are considered to be major funds of the City of Fridley. Conversely, the internal service funds are combined into a single, aggregated presentation in the proprietary fund financial statements. Individual fund data for the internal service funds is provided in the form of combining statements elsewhere in this report. The basic proprietary fund financial statements can be found on pages 46 through 51 of this report. Fiduciary funds . Fiduciary funds are used to account for resources held for the benefit of parties outside the government. Fiduciary funds are not reflected in the government-wide financial statements because the resources of those funds are not available to support the City of Fridley’s own program. The accounting used for fiduciary funds is much like that used for proprietary funds. Managements Discussion and Analysis ’ The basic fiduciary fund financial statement can be found on page 52 of this report. Notes to the financial statements . The notes provide additional information that is essential to a full understanding of the data provided in the government–wide and fund financial statements. The notes to the financial statements can be found on pages 53 through 87 of this report. Other information. The combining statements referred to earlier in connection with the non-major governmental funds are presented immediately following the required supplementary information on budgetary comparisons. Combining and individual fund statements and schedules can be found on pages 101 through 133 of this report. Government-wide Financial Analysis As noted earlier, net position may serve over time as a useful indicator of a government's financial position. In the case of the City of Fridley, assets exceeded liabilities by $63,963,198 at the close of the most recent fiscal year. A significant portion of the City of Fridley's net position ($27,240,175 or 43 percent) reflects its investment in capital assets (e.g. land, buildings, machinery and equipment) less any related debt used to acquire those assets that is still outstanding. The City of Fridley uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City of Fridley’s investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. City of Fridley’s Net Position Governmental ActivitiesBusiness-TypeTotals 201320142013201420132014 Current and other assets$30,220,437$30,949,907$9,936,439$9,718,681$40,156,876$40,668,588 Capital assets20,522,49719,716,35918,573,24018,834,33439,095,73738,550,693 Total assets$50,742,934$50,666,266$28,509,679$28,553,015$79,252,613$79,219,281 Long-term liabilities outstanding$6,264,552$5,121,191$5,910,986$5,331,712$12,175,538$10,452,903 Other liabilities3,033,9513,363,0751,271,4911,440,1054,305,4424,803,180 Total liabilities$9,298,503$8,484,266$7,182,477$6,771,817$16,480,980$15,256,083 Net position: Invested in capital assets, net of related debt$13,842,497$14,186,359$12,910,117$13,053,816$26,752,614$27,240,175 Restricted3,050,2042,673,982 - - 3,050,2042,673,982 Unrestricted24,551,73025,321,6598,417,0858,727,38232,968,81534,049,041 Total net position$41,444,431$42,182,000$21,327,202$21,781,198$62,771,633$63,963,198 Managements Discussion and Analysis ’ A portion of the of the City of Fridley’s net position represents resources that are subject to external restrictions on how they may be used.The remaining balance of $34,049,041 in unrestricted net position may be used to meet the City’s ongoing obligations to citizens and creditors. At the end of the current fiscal year, the City of Fridley is able to report positive balances in all three categories of net position, both for the government as a whole, as well as for its separate governmental and business-type activities. Governmental Activities Governmental activities increased the City of Fridley’s net position by $737,569. Operating grants and contributions increased by $742,136 due to an increase in aid for street improvement activity. General Government expenditures increased by $657,644 as a result of new budgeted positions and an increase in technology purchases. Public Safety expenditures increased by $468,991 primarily due to additional labor costs and capital expenditures. Investment earnings increase for 2014 by $851,232 as a result of a positive year-end market value adjustments. City of Fridley’s Changes in Net Position Governmental ActivitiesBusiness-Type ActivitiesTotals 201320142013201420132014 Revenues: Program revenues: Charges for services$3,897,179$3,916,349$12,283,553$13,188,157$16,180,732$17,104,506 Operating grants and contributions1,095,7241,837,86050,000118,8271,145,7241,956,687 Capital grants and contributions1,747,3031,220,903 - 321,8001,747,3031,542,703 General revenues: Property taxes11,003,45511,521,196 - - 11,003,45511,521,196 Grants and contributions not restricted to specific programs1,033,8141,476,664 - - 1,033,8141,476,664 Unrestricted investment earnings(216,821)634,411(52,346)148,248(269,167)782,659 Gain (loss) on sale of property35,680 - - - 35,680 - Other - 93,23624,66312,20124,663105,437 Total revenues18,596,33420,700,61912,305,87013,789,23330,902,20434,489,852 Expenses: General government3,434,4794,092,123 - - 3,434,4794,092,123 Public safety7,101,3317,570,322 - - 7,101,3317,570,322 Public works5,928,3315,959,595 - - 5,928,3315,959,595 Community development935,716898,455 - - 935,716898,455 Recreation and naturalist1,456,8411,513,135 - - 1,456,8411,513,135 Interest on long-term debt218,610179,420 - - 218,610179,420 Liquor - - 4,148,4474,596,3164,148,4474,596,316 Water - - 2,815,5882,902,4192,815,5882,902,419 Sewer - - 4,974,5254,988,5874,974,5254,988,587 Storm water - - 587,036597,915587,036597,915 Total expenses 19,075,30820,213,05012,525,59613,085,23731,600,90433,298,287 Increase (decrease) in net position before transfers(478,974)487,569(219,726)703,996(698,700)1,191,565 Transfers250,000250,000(250,000)(250,000) - - Increase in net position(228,974)737,569(469,726)453,996(698,700)1,191,565 Net position - January 141,673,40541,444,43121,796,92821,327,20263,470,33362,771,633 Net position - December 31$41,444,431$42,182,000$21,327,202$21,781,198$62,771,633$63,963,198 Managements Discussion and Analysis ’ Below are specific graphs which provide comparisons of the governmental activities revenues and expenses: Managements Discussion and Analysis ’ Business-Type Activities Business-type activities increased net position by $453,996. There was an increase in gross profits for the Liquor fund due to the completion of a major remodeling project in the prior year. Business-Type of Activities – Program Revenues vs Operating Expenses Managements Discussion and Analysis ’ Financial Analysis of the Government's Funds Governmental funds . The focus of the City of Fridley’s governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City of Fridley’s financing requirements. In particular, unrestricted fund balance may serve as a useful measure of a government’s net resources available for spending at the end of the fiscal year. At the end of the current fiscal year, the City of Fridley’s governmental funds reported combined ending fund balances of $24,806,833. The General Fund’s fund balance increased by $230,216 in 2014. This was much better than the $33,564 increase originally budgeted for.Several departments in the General Fund had increases in expenditures as a result of prior year personnel vacancies filled in 2014. In addition, building permit revenue increased due to several major new construction projects breaking ground in 2014. The Capital Improvement Fund was split into three new funds for 2014. The three new funds are named Park Improvements, Street Improvements and Building Improvements. The Street Improvements Fund has an assigned fund balance of $2,814,587 and is identified as a major fund. Prior to 2012, LGA was budgeted in the General Fund. However, LGA has been susceptible to state legislation that resulted in this becoming an unreliable source of revenue. Rather than utilizing this revenue for operations within the General Fund, which requires continual funding, the decision was made to allocate LGA to the improvement funds. Now if the City experiences fluctuations in LGA funding, we are more easily able to adjust the budget for one-time purchases rather than continuous operational funding. The Capital Equipment Fund was added as a governmental fund in 2012. In 2014, this fund ended the year with a committed fund balance of $382,267. This capital projects fund was added to better account for capital equipment purchases along with the proceeds from capital equipment certificates. In the past, capital equipment was purchased out of the General Fund and would tend to cause large peaks and valleys in regards to total expenditures. With the capital equipment purchases reported in a separate fund, the General Fund operational expenditures are more constant from year to year. Proprietary funds . The City of Fridley’s proprietary funds provide the same type of information found in the government-wide financial statements, but in more detail. The unrestricted net position in the respective proprietary funds are liquor $330,591, water $4,134,032, sewer $2,583,293 and storm water $1,679,466. The water and storm water funds had an increase in net position of $95,046 and $494,149 respectively. The liquor fund had a decrease in net position of $47,474 primarily due to instituting a sales and marketing initiative in 2014 that required up-front implementation costs. The sewer fund had a decrease in net position of $87,725 as a result of increased maintenance costs and continued conservation efforts by commercial customers. Managements Discussion and Analysis ’ Budgetary Highlights General Fund The original revenue and expenditure budgets were amended to account for $341,398 in additional grants and donations received during the year. Operating expenditures in total were less than the final budgetary estimates by $268,324. Significant variances include unspent emergency funds of $120,000, unspent training funds of $23,000 within Human Resources and vacancies in the Engineering department resulting in unspent funds of approximately $28,000. Net investment earnings rebounded in 2014 after posting negative net investment earnings in 2013. At the end of each year, the City is required by GASB Statement 31 to adjust investments from book value to market value, even if the investments are intended to be held to maturity, which the City’s investment policy strongly suggests. During the fall of 2013, after years of declining interest rates, the investment market started to see increasing rates. Since the City has previously purchased investments on its books with interest rates below the current market rate, the market value of these investments declined to a value below the current book value, causing the City to have to record a book loss at December 31, 2013. This previously recorded year-end investment loss is only a book loss since the City tends to hold investments to maturity. If the investment is held to maturity, interest earning payments continue to be disbursed to the City and as investments mature, the City will continue to receive its full principal investment return. In essence, the book loss will be recovered as investments mature. This uptick in the investment market was short lived as interest rates reversed course and came back down to rates similar to what the City has experienced over the last several years. Even though the actual amount of interest income received varied very little from 2013 to 2014, since the City had recorded the large market value loss at December 31, 2013, a large market value gain needed to be recorded at December 31, 2014 to accurately reflect the current market conditions. This demonstrates the volatility of the investment market and all the more reason why the City tends to hold investments to maturity and invest in secure investments. Capital Asset and Debt Administration Capital assets . The City of Fridley’s, investment in capital assets for its governmental and business type activities as of December 31, 2014, amounts to $38,550,693 (net of accumulated depreciation). This investment in capital assets includes land, buildings and structures, improvements other than buildings, machinery and equipment, infrastructure and construction in progress. Managements Discussion and Analysis ’ City of Fridley’s Capital Assets (Net of Depreciation ) Governmental ActivitiesBusiness-Type ActivitiesTotals 201320142013201420132014 Land$2,841,516$2,814,016$306,477$306,477$3,147,993$3,120,493 Buildings and structures 1,235,359 1,002,752 1,387,663 1,352,132 2,623,022 2,354,884 Improvements other than buildings1,765,136 1,754,204 6,476,716 5,982,097 8,241,852 7,736,301 Machinery and equipment 2,772,199 2,910,282 402,663 774,239 3,174,862 3,684,521 Infrastructure 11,901,993 11,039,817 9,965,883 10,003,147 21,867,876 21,042,964 Construction in progress 6,294 195,288 33,838 416,242 40,132 611,530 Total Capital Assets$20,522,497$19,716,359$18,573,240$18,834,334$39,095,737$38,550,693 Additional information on the City of Fridley’s capital assets can be found in Note 5. Long-term debt . At the end of the current fiscal year, the City of Fridley had total bonded debt outstanding of $11,375,000, a decrease of $1,720,000 from 2013. $4,000,000 of this is for general obligation improvement debt which is supported by special assessments and a property tax levy, an additional $1,530,000 is for general obligation equipment certificate debt which financed the City’s capital equipment purchases, and $5,845,000 is general obligation utility revenue bonds which financed utility improvements. In addition, there is long-term debt in the amount of $1,035,423 for compensated absences. Additional information on the City of Fridley’s long-term debt can be found in Note 6. City of Fridley’s Outstanding Debt General Obligation Improvement Bonds, General Obligation Equipment Certificates, General Obligation Revenue Bonds, and Compensated Absences (excluding bond discounts) are as follows: Governmental ActivitiesBusiness-Type ActivitiesTotals 201320142013201420132014 General Obligation Improvement Bonds$4,955,000$4,000,000$0$0$4,955,000$4,000,000 General Obligation Revenue Bonds- - 6,415,000 6,415,000 5,845,000 5,845,000 General Obligation Equipment Certificates1,725,0001,530,000- 1,725,000- 1,530,000 Compensated Absences 962,9601,035,423 962,960- 1,035,423 - Total$7,642,960$6,565,423$6,415,000$5,845,000$14,057,960$12,410,423 The City of Fridley has an Aa1 rating, which was reaffirmed by Moody’s Investors Service in November of 2014. The rating review by Moody’s removed the negative outlook that was placed on the City’s rating back in 2012 due to multi-year decline in market values. The removal of the negative outlook is based on recent tax base growth that is expected to continue in the near term. Managements Discussion and Analysis ’ State statutes limit the amount of general obligation debt a Minnesota city may issue to 3% of total Estimated Market Value. The current debt limitation for the City of Fridley is $58,457,403. Only $1,530,000 of the City’s outstanding debt is counted within the statutory limitation because all other debt is either wholly or partially repaid by revenues other than general property tax levies. Requests for information. This financial report is designed to provide a general overview of the City of Fridley’s finances for all those with an interest in the government’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Finance Director, 6431 University Avenue NE, Fridley, Minnesota 55432. This page intentionally left blank BASIC FINANCIAL STATEMENTS This page intentionally left blank Exhibit A-1 CITY OF FRIDLEY, MINNESOTA STATEMENT OF NET POSITION December 31, 2014 With comparative totals for December 31, 2013 Component Unit Primary GovernmentHousing & Redevelopment GovernmentalBusiness-TypeTotalsAuthority ActivitiesActivities2014201320142013 Assets: Cash and investment$26,312,22$5,895,150$32,207,37$32,819,532$8,971,879$9,896,629 s55 - - - 750,031 - - Restricted cash and investment s Receivables: Accounts193,8082,759,6472,953,4552,629,28864,83250,543 Taxes237,755 - 237,755350,47516,64416,953 Special assessments2,276,74843,6242,320,3722,129,460 - - Mortgage - - - - 932,767899,901 Interest107,891 - 107,891129,73144,93358,633 Due from component unit1,566,054 - 1,566,054125,431 - - Due from other governments195,303291,419486,722307,279 - - Prepaid items - - - - 245750 Inventories - at cost60,123728,841788,964915,649 - - Land held for resale - - - - 3,911,8493,547,925 Capital assets (net of accumulated depreciation): Land2,814,016306,4773,120,4933,147,9932,023,5112,023,511 Buildings and structures1,002,7521,352,1322,354,8842,623,022 - - Improvements other than buildings1,754,2045,982,0977,736,3018,241,852 - - Machinery and equipment2,910,282774,2393,684,5213,174,862 - - Infrastructure11,039,81710,003,14721,042,96421,867,876 - - Construction in progress195,288416,242611,53040,132 - - Total assets50,666,26628,553,01579,219,28179,252,61315,966,66016,494,845 Liabilities: Due to primary government - - - - 1,566,054125,431 Accounts payable355,382585,834941,216660,741333,767373,833 Deposits payable 7,100 - 7,1001,200 - - Contracts payable116,01144,824160,83531,330 - - Due to other governments17,33459,14176,475161,056 - - Salaries payable741,68076,364818,044704,424 - - Accrued interest payable71,85288,942160,794183,747 - - Compensated absences payable: Due within one year846,137 - 846,137776,529 - - Due in more than one year189,286 - 189,286186,431 - - Other post employment benefits payable: Due in more than one year591,90573,194665,099615,953 - - Unearned revenue17,579 - 17,57966,415 - - Bonds payable: Due within one year1,190,000585,0001,775,0001,720,000 - - Due in more than one year4,340,0005,258,5189,598,51811,373,154 - - Total liabilities8,484,2666,771,81715,256,08316,480,9801,899,821499,264 Net position: Net investment in capital assets14,186,35913,053,81627,240,17526,752,6142,023,5112,023,511 Restricted for: Debt service2,499,921 - 2,499,9212,827,982 - - Tax increment purposes - - - - 547,2061,264,931 Police forfeitures86,24586,245102,570 - - Cable television equipment72,640 - 72,64072,640 - - Donations15,176 - 15,17647,012 - - Unrestricted25,321,6598,727,38234,049,04132,968,81511,496,12212,707,139 Total net position$42,182,000$21,781,198$63,963,198$62,771,633$14,066,839$15,995,581 The accompanying notes are an integral part of these financial statements. CITY OF FRIDLEY, MINNESOTA STATEMENT OF ACTIVITIES For The Year Ended December 31, 2014 With comparative totals for the year ended December 31, 2013 Program Revenues Operating Charges ForGrants and ExpensesServicesContributions Functions/Programs Primary government: Governmental activities: General government$4,092,123$2,079,719$80,688 Public safety7,570,322683,418537,651 Public works5,959,59527,3121,039,175 Community development898,455798,392151,865 Parks and recreation1,513,135327,50828,481 Interest on long-term debt179,420 - - Total governmental activities20,213,0503,916,3491,837,860 Business-type activities: Liquor4,596,3164,786,987 - Water2,902,4192,913,717 - Sewer4,988,5874,754,492118,827 Storm water597,915732,961 - Total business-type activities13,085,23713,188,157118,827 Total primary government$33,298,287$17,104,506$1,956,687 Component unit: Housing and Redevelopment Authority$5,705,241$46,754$1,543,049 Total component unit$5,705,241$46,754$1,543,049 General revenues: Property taxes Tax increment collections Grants and contributions not restricted to specific programs Unrestricted investment earnings Net change in the fair market value of investments Gain (loss) on sale of property Insurance and other reimbursements Other Transfers Total general revenues and transfers Change in net position Net position - January 1 Net position - December 31 The accompanying notes are an integral part of these financial statements. Exhibit A-2 Net (Expense) Revenue and Changes in Net PositionComponent Unit Primary GovernmentHousing & Redevelopment Capital TotalsAuthority Grants andGovernmentalBusiness-Type ContributionsActivitiesActivities2014201320142013 $ - ($1,931,716)$ - ($1,931,716)($1,342,069)$ - $ - - (6,349,253) - (6,349,253)(5,741,642) - - 1,220,903(3,672,205) - (3,672,205)(3,696,532) - - - 51,802 - 51,802(270,018) - - - (1,157,146) - (1,157,146)(1,066,231) - - - (179,420) - (179,420)(218,610) - - 1,220,903(13,237,938)0(13,237,938)(12,335,102)00 - - 190,671190,671210,344 - - - - 11,29811,298(27,442) - - - - (115,268)(115,268)(401,727) - - 321,800 - 456,846456,84626,782 - - 321,8000543,547543,547(192,043)00 $1,542,703(13,237,938)543,547(12,694,391)(12,527,145)$0$0 $ -($4,115,438)($1,767,017) $0(4,115,438)(1,767,017) 11,521,196 - 11,521,19611,003,455378,327373,063 - - - - 1,570,221995,846 1,476,664 - 1,476,6641,033,814 - - 248,26558,894307,159301,94260,41246,564 386,14689,354475,500(571,109)41,272(51,864) - - - 35,680 - 43,914 - - - 24,663 - - 93,23612,201105,437 - 136,464135,929 250,000(250,000) - - - - 13,975,507(89,551)13,885,95611,828,4452,186,6961,543,452 737,569453,9961,191,565(698,700)(1,928,742)(223,565) 41,444,43121,327,20262,771,63363,470,33415,995,58116,219,146 $42,182,000$21,781,198$63,963,198$62,771,634$14,066,839$15,995,581 The accompanying notes are an integral part of these financial statements. CITY OF FRIDLEY, MINNESOTA BALANCE SHEET GOVERNMENTAL FUNDS December 31, 2014 Debt Service General Assets Cash and investments$8,694,057$6,034,338 Receivables: Accounts94,291 - Taxes210,80818,910 Special assessments42,9641,146,287 Interest107,891 - Due from other funds97,712 - Due from component unit61,6101,504,375 Due from other governments17,813 - Inventories, at cost60,123 - Total assets$9,387,269$8,703,910 Liabilities, Deferred Inflows of Resources, and Fund Balances Liabilities: Accounts payable$243,941$ - Deposits payable7,100 - Contracts payable6,878 - Due to other governments16,735 - Due to other funds - - Salaries payable599,309 - Unearned revenue - - Total liabilities873,9630 Deferred inflows of resources: Unavailable revenue195,6761,155,362 Fund balance: Nonspendable60,123 - Restricted15,1761,912,374 Committed - - Assigned - 5,636,174 Unassigned8,242,331 - Total fund balance8,317,6307,548,548 Total liabilities, deferred inflows of resources, and fund balanc$9,387,269$8,703,910 The accompanying notes are an integral part of these financial statements. Exhibit A-3 Other Governmental Street ImprovementsFundsIntra-Activity Eliminations Totals Governmental Funds 20142013 $2,760,277$6,249,598$ - $23,738,270$23,947,126 - 99,517 - 193,808172,791 1137,924 - 237,755350,475 996,75390,744 - 2,276,7482,113,767 - - - 107,891129,731 - - (97,712) - - - - - 1,565,985123,004 100,79276,192 - 194,797302,229 - - - 60,12350,366 $3,857,935$6,523,975($97,712)$28,375,377$27,189,489 $7,503$103,586$ -$355,030$245,817 - - -7,1001,200 39,37369,760 -116,01131,330 -599 -17,33428,600 -97,712(97,712) - - -26,109 -625,418541,117 -17,579 -17,57966,415 46,876315,345(97,712)1,138,472914,479 996,47282,562 -2,430,0722,308,719 - - -60,12350,366 -158,885 -2,086,4352,273,676 -2,566,101 -2,566,1012,124,944 2,814,5873,498,794 -11,949,55511,618,835 -(97,712) -8,144,6197,898,470 2,814,5876,126,068024,806,83323,966,291 $3,857,935$6,523,975($97,712)$28,375,377$27,189,489 Fund balance reported above$24,806,833$23,966,291 Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the funds.19,716,35920,246,002 Other long-term assets are not available to pay for current-period expenditures and, therefore, are reported as unavailable revenue in the funds.2,430,0722,308,719 Long-term liabilities, including bonds payable, are not due and payable in the current period and, therefore, are not reported in the funds.(6,193,757)(7,314,593) 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 position.1,422,4932,238,012 $42,182,000$41,444,431 Net position of governmental activities The accompanying notes are an integral part of these financial statements. CITY OF FRIDLEY, MINNESOTA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS For The Year Ended December 31, 2014 With comparative totals for the year ended December 31, 2013 Debt Service General Revenues: Taxes$10,111,027$932,078 Special assessments19,080351,478 Licenses and permits899,497 - Intergovernmental revenue939,002 - Charges for services2,089,762 - Fines and forfeits179,484 - Investment income: Interest and dividends93,40876,810 Net change in the fair value of investments94,135115,493 Miscellaneous: Other199,932 - Total revenues14,625,3271,475,859 Expenditures: Current: General government2,669,867 - Public safety7,114,170 - Public works3,240,819 - Community development894,785 - Parks and recreation876,754 - Debt service - 1,344,040 Capital outlay96,581 - Total expenditures14,892,9761,344,040 Excess (deficiency) of revenues over (under) expenditures(267,649)131,819 Other financing sources (uses): Proceeds from sale of capital assets - - Insurance and other reimbursements - - Transfers in672,865 - Transfers out(175,000)(350,000) Total other financing sources (uses)497,865(350,000) Net change in fund balance230,216(218,181) Fund balance - January 18,087,4147,766,729 Fund balance - December 31$8,317,630$7,548,548 The accompanying notes are an integral part of these financial statements. Exhibit A-4 Other StreetGovernmentalIntra-Activity ImprovementsFundsEliminations Totals Governmental Funds 20142013 $8$511,444$ - $11,554,557$11,024,785 542,48025,252 - 938,290834,120 - 271,868 - 1,171,3651,123,635 658,3211,611,119 - 3,208,4422,643,728 - 428,300 - 2,518,0622,545,908 - 47,438 - 226,922218,194 11,70037,718 - 219,636219,946 49,82486,157 - 345,609(405,419) - 114,484 - 314,416295,409 1,262,3333,133,780020,497,29918,500,306 - 1,062,189 - 3,732,0563,279,657 - 51,508 - 7,165,6786,794,524 1,378,62616,307 - 4,635,7523,530,939 - - - 894,785817,895 - 545,651 - 1,422,4051,305,158 - - - 1,344,0401,207,326 - 1,193,427 - 1,290,0082,536,286 1,378,6262,869,082020,484,72419,471,785 (116,293)264,698012,575(971,479) - 36,836 - 36,83635,679 - - - - - 2,971,8804,608,871(7,462,485)791,131250,000 (41,000)(6,896,485)7,462,485 - (125,000) 2,930,880(2,250,778)0827,967160,679 2,814,587(1,986,080)0840,542(810,800) - 8,112,148 - 23,966,29124,777,091 $2,814,587$6,126,068$0$24,806,833$23,966,291 The accompanying notes are an integral part of these financial statements. This page intentionally left blank Exhibit A-5 CITY OF FRIDLEY, MINNESOTA RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES For The Year Ended December 31, 2014 With comparative amounts for the year ended December 31, 2013 20142013 Amounts reported for governmental activities in the statement of activities (Exhibit A-2) are different because: Net changes in fund balances - total governmental funds (Exhibit A-4)$840,542($810,800) 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.(806,139)(341,567) Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds.121,35383,257 The issuance of long-term debt (e.g., bonds, leases) provides current resources to governmental funds, while the repayment of the principal of financial long-term debt consumes the current financial resources of governmental funds. Neither transaction, however, has any effect on net position. This amount is the net effect of these differences in the treatment of long-term debt and related items.1,150,000980,000 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.(815,519)(126,167) Governmental funds do not report transfers of capital assets from internal service funds. However in the statement of activities the net book value of those assets are recorded. 276,496 - Other post employment benefits in the statement of activities does not require the use of current financial resources and, therefore, is not reported as expenditures in governmental funds.(43,784)(21,963) 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.14,6208,266 Change in net position of governmental activities (Exhibit A-2)$737,569($228,974) The accompanying notes are an integral part of these financial statements. CITY OF FRIDLEY, MINNESOTA STATEMENT OF NET POSITION PROPRIETARY FUNDS December 31, 2014 With comparative totals for December 31, 2013 Business-Type Activities - Enterprise Funds Assets:LiquorWater Current assets: Cash and investments$142,661$3,271,177 Restricted cash and investments - - Accounts receivable12,1001,124,732 Special assessments receivable - 10,315 Due from component unit - - Due from other governments - - Prepaid items - - Inventories - at cost607,811121,030 Total current assets762,572 4,527,254 Noncurrent assets: Capital assets: Land151,946154,531 Buildings and structures130,2113,167,580 Improvements other than buildings824,7498,934,668 Machinery and equipment216,4591,953,518 Infrastructure - 10,179,257 Construction in process - - Total capital assets1,323,365 24,389,554 Less: Allowance for depreciation(763,085)(14,322,933) Net capital assets560,28010,066,621 Total noncurrent assets560,28010,066,621 Total assets1,322,85214,593,875 Liabilities: Current liabilities: Accounts payable331,608238,690 Accrued interest payable - 78,780 Contracts payable - 14,824 Due to other governments51,4826,603 Salaries payable28,92223,700 Payroll deductions payable - - Compensated absences payable - - Bonds payable - current - 530,000 Total current liabilities412,012 892,597 Noncurrent liabilities: Other post employment benefits19,96930,625 Compensated absences - noncurrent - - Bonds payable - noncurrent - 4,538,518 Total noncurrent liabilities19,969 4,569,143 Total liabilities431,9815,461,740 Net position: Net investment in capital assets560,2804,998,103 Unrestricted330,5914,134,032 Total net position$890,871$9,132,135 The accompanying notes are an integral part of these financial statements. Exhibit A-6 Governmental Activities - Internal Service Funds Business-Type Activities - Enterprise FundsTotals SewerStorm Water20142013 $1,053,825$1,427,487$5,895,150$5,852,707$2,573,955 - - - 750,031 - 1,390,182232,6332,759,6472,447,675 - - 33,30943,62415,693 - - - - - 69 204,09587,324291,4195,050506 - - - - - - - 728,841865,283 - 2,648,102 1,780,753 9,718,681 9,936,439 2,574,530 - - 306,477306,477 - 8,770 - 3,306,5613,262,996 - 2,906,3542,066,53414,732,30514,682,346 - 971,254172,2153,313,4463,019,328 - 7,052,8557,438,00824,670,12024,067,839 - - 416,242416,24233,838 - 10,939,233 10,092,999 46,745,151 45,372,824 0 (7,139,432)(5,685,367)(27,910,817)(26,799,584) - 3,799,8014,407,63218,834,33418,573,2400 3,799,8014,407,63218,834,33418,573,2400 6,447,9036,188,38528,553,01528,509,6792,574,530 6,9208,616585,834407,443352 5,7714,39188,94297,275 - 5,75324,24744,824 - - 231,03359,141131,457 - 23,742 - 76,36465,316 - - - - - 116,262 - - - - 846,137 30,00025,000585,000570,000 - 72,209 63,287 1,440,105 1,271,491 962,751 22,600 - 73,19467,832 - - - - - 189,286 410,000310,0005,258,5185,843,154 - 432,600 310,000 5,331,712 5,910,986 189,286 504,809373,2876,771,8177,182,4771,152,037 3,359,8014,135,63213,053,81612,910,117 - 2,583,2931,679,4668,727,3828,417,0851,422,493 $5,943,094$5,815,098$21,781,198$21,327,202$1,422,493 The accompanying notes are an integral part of these financial statements. CITY OF FRIDLEY, MINNESOTA STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET POSITION PROPRIETARY FUNDS For The Year Ended December 31, 2014 With comparative totals for the year ended December 31, 201 3 Business-Type Activities - Enterprise Funds LiquorWater Sales$4,786,987$ - Cost of sales(3,525,672) - Gross profit1,261,3150 Operating revenues: Customer billings - 2,909,224 Charges for services - - Other revenues - 4,493 Total operating revenues0 2,913,717 Total gross profit and operating revenues1,261,315 2,913,717 Operating expenses: Personal services547,213801,180 Supplies and other charges: Disposal charges - - Other474,9111,180,985 Depreciation48,520729,276 Total operating expenses1,070,644 2,711,441 Operating income (loss)190,671 202,276 Nonoperating revenues (expenses): Intergovernmental revenue - - Investment income: Interest and dividends(1,005)35,327 Net change in the fair value of investments65948,421 Insurance reimbursement12,201 - Interest expense - (190,978) Other - - Total nonoperating revenues (expenses)11,855 (107,230) Income (loss) before transfers and capital contributions202,526 95,046 Loss on disposal of capital assets - - Transfers and capital contributions: Transfers out(250,000) - Capital contributions - intergovernmental - - Total contributions and transfers(250,000) - Change in net position(47,474)95,046 Net position - January 1 938,3459,037,089 Net position - December 31$890,871$9,132,135 The accompanying notes are an integral part of these financial statements. Exhibit A-7 Governmental Activities - Business-Type Activities - Enterprise Funds Internal Service Funds SewerStorm WaterTotals 20142013 $ - $ - $4,786,987$4,308,791$ - - - (3,525,672)(3,222,209) - 001,261,3151,086,5820 4,754,492699,6998,363,4157,961,738 - - - - - 247,254 - - 4,49310,493 - 4,754,492 699,699 8,367,908 7,972,231 247,254 4,754,492 699,699 9,629,223 9,058,813 247,254 759,360250,1002,357,8532,315,25478,006 3,581,746 - 3,581,7463,595,271 - 312,294101,4302,069,6201,821,337249,107 321,262235,7971,334,8551,336,051 - 4,974,662 587,327 9,344,074 9,067,913 327,113 (220,170)112,372 285,149 (9,100)(79,859) 118,827 - 118,8271,000 - 9,23815,33458,89455,57228,629 18,30521,96989,354(108,918)40,537 - - 12,20124,66312,801 (13,925)(10,588)(215,491)(235,474) - - 33,26233,26252,531 - 132,445 59,977 97,047 (210,626)81,967 (87,725)172,349 382,196 (219,726)2,108 - - - - (276,496) - - (250,000)(250,000)(541,131) - 321,800321,800 - - - 321,80071,800(250,000)(817,627) (87,725)494,149 453,996 (469,726)(815,519) 6,030,8195,320,94921,327,20221,796,9282,238,012 $5,943,094$5,815,098$21,781,198$21,327,202$1,422,493 The accompanying notes are an integral part of these financial statements. CITY OF FRIDLEY, MINNESOTA STATEMENT OF CASH FLOWS PROPRIETARY FUNDS For The Year Ended December 31, 2014 With comparative totals for the year ended December 31, 2013 Business-Type Activities - Enterprise Funds LiquorWater Cash flows from operating activities: Receipts from customers and users$4,824,887$2,849,739 Receipts from interfund services provided - - Payment to suppliers(4,019,612)(823,890) Payment to employees(536,612)(800,692) Operating contribution - - Net cash flows from operating activities268,6631,225,157 Cash flows from noncapital financing activities: Operating grants - - Transfers out(250,000) - Net cash flows from noncapital financing activities(250,000)0 Cash flows from capital and related financing activities: Acquisition of capital assets(79,701)(730,998) Capital grants - - Principal received on special assessments - - Insurance reimbursement12,201 - Principal paid on revenue bonds -(520,000) Interest and paying agent fees on revenue bonds -(198,322) Net cash flows from capital and related financing activities(67,500)(1,449,320) Cash flows from investing activities: Investment income(346)83,748 Net increase (decrease) in cash and cash equivalents(49,183)(140,415) Cash and cash equivalents - January 1191,8443,411,592 Cash and cash equivalents - December 31$142,661$3,271,177 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) $190,671$202,276 Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Depreciation48,520729,276 Operating contribution - - Changes in assets and liabilities: Decrease (increase) in receivables37,900(63,978) Decrease (increase) in prepaid items - - Decrease (increase) in inventories(28,961)165,403 Increase (decrease) in payables20,533192,180 Total adjustments77,9921,022,881 Net cash provided by operating activities$268,663$1,225,157 The accompanying notes are an integral part of these financial statements. Exhibit A-8 Governmental Activities - Business-Type Activities - Enterprise Funds Internal Service Funds SewerStorm WaterTotals 20142013 $4,336,974$517,023$12,528,623$12,286,173$ - - - - - 257,928 (3,973,252)(72,943)(8,889,697)(8,628,676)(257,236) (754,039)(250,100)(2,341,443)(2,301,359)12,728 - - - 50,000 - (390,317)193,9801,297,4831,406,13813,420 118,827 - 118,8271,000 - - - (250,000)(250,000)(541,131) 118,8270(131,173)(249,000)(541,131) (192,219)(593,031)(1,595,949)(435,169) - - 321,800321,800 - - - 33,26233,2622,531 - - - 12,20124,66312,801 (30,000)(20,000)(570,000)(654,637) - (14,300)(10,838)(223,460)(243,739) - (236,519)(268,807)(2,022,146)(1,306,351)12,801 27,54337,303148,248(53,346)69,166 (480,466)(37,524)(707,588)(202,559)(445,744) 1,534,2911,465,0116,602,7386,805,2973,019,699 $1,053,825$1,427,487$5,895,150 $6,602,738 $2,573,955 ($220,170)$112,372$285,149($9,100)($79,859) 321,262235,7971,334,8551,336,051 - - - - 50,000 - (417,518)(182,676)(626,272)5,15110,674 - - - 298,009 - - - 136,442(356,760) - (73,891)28,487167,30982,78782,605 (170,147)81,6081,012,334 1,415,238 93,279 ($390,317)$193,980$1,297,483$1,406,138$13,420 The accompanying notes are an integral part of these financial statements. Exhibit A-9 CITY OF FRIDLEY, MINNESOTA STATEMENT OF FIDUCIARY NET POSITION December 31, 2014 With comparative amounts for December 31, 2013 20142013 Assets: Cash and investments$3,536$ - Receivables: Accounts3,1243,099 Total assets$6,660$3,099 Liabilities: Due to other governments$6,660$3,099 The accompanying notes are an integral part of these financial statements. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 1. Summary of Significant Accounting Policies The City of Fridley, Minnesota was incorporated July 1, 1949, under Chapter 410.03 of the Statutes of the State of Minnesota providing for a council-manager form of government under the “Home Rule Charter City” concept. The City provides the following services as authorized by its charter: general administrative services, public safety (police and fire), public improvements, planning and zoning, and culture and recreation. The financial statements of the City of Fridley, Minnesota have been prepared in conformity with generally accepted accounting principles as applied to governmental units by the Governmental Accounting Standards Board (GASB). The following is a summary of the significant accounting policies. A. Financial Reporting Entity As required by generally accepted accounting principles, the financial statements of the reporting entity include those of the City of Fridley, Minnesota (the primary government) and its component units. The component units discussed below are included in the City's reporting entity because of the significance of their operational or financial relationships with the City. Component Units In conformity with generally accepted accounting principles, the financial statements of the component units have been included in the financial reporting entity as discretely presented component units. Discretely Presented Component Unit - The Fridley Housing and Redevelopment Authority (HRA) is governed by commissioners appointed by the Fridley City Council. The HRA is responsible for providing housing and redevelopment assistance to the City and its residents. Funding for the various programs administered by the HRA is provided through the issuance of tax increment revenue bonds and general obligation tax increment bonds guaranteed by the City. Separate financial statements are not prepared for the HRA. B.Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net position and the statement of activities) 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 is 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. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 Separate financial statements are provided for governmental funds, proprietary funds, and fiduciary funds, even though the latter are excluded from the government-wide financial statements. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. 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. TheDebt Service Fund services debt on the general obligation improvement bonds that were issued to finance construction of public improvements. Special assessment improvements are paid for completely or in part by property owners deemed to have benefited from such improvements. TheStreet Improvements Fund is used to account for repairs and replacements of city streets and street related equipment such as signs and street lights. The government reports the following major proprietary funds: TheLiquor Fund accounts for operations of the municipal liquor stores. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 TheWater Fund accounts for the water service charges which are used to finance the water system operating expenses. TheSewer Fund accounts for the sewer service charges which are used to finance the sanitary sewer system operating expenses. TheStorm Water Fund accounts for storm sewer charges which are used to finance the storm sewer operating expenses. Additionally, the government reports the following fund types: Internal Service Funds are used to account for employee fringe benefits, insurance deductibles and maintenance and upgrading of information systems that are provided on a cost reimbursement or fee basis to departments or agencies within the City. These funds are essential for segregating costs for determining the total cost of providing a service and for assuring that the goods and services provided are properly utilized. Agency Funds are used to account for monies on behalf of the Six Cities Watershed District and the North Metro Convention and Tourism Bureau. 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 Fridley. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. 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 operatingrevenues 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 liquor, water, sewer and storm water 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. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 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, Special Revenue and Capital Improvement Capital Projects 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. E. Legal Compliance Budgets The City follows these procedures in establishing the budgetary data reflected in the financial statements: 1. The City Manager submits to the City Council a proposed operating budget for the fiscal year commencing the following January 1. The operating budget includes expenditures and the means of financing them. 2. Public hearings are conducted to obtain taxpayer comments. 3. The budget is legally enacted through passage of a resolution. 4. The City Council may authorize transfer of budgeted amounts between departments within any fund. 5. Reported budget amounts are as originally adopted or as amended by Council approved transfers. The City Charter limits appropriations to the total estimated revenues and fund balances. If actual revenues exceed the original estimates, appropriations may be increased by the Council up to the amount of revenue increases. 6. All budget amounts lapse at the end of the year to the extent they have not been expended or encumbered. Encumbrances are reappropriated into the following year’s budget. 7. Annual budgets are legally adopted for the General Fund and for the following Special Revenue Funds; Cable TV Fund, Grant Management Fund, Solid Waste Abatement Fund, and the Springbrook Nature Fund. Formal budgeting integration is employed as a management control device during the year for each of these funds. Formal budgetary integration is not employed for Debt Service Funds because effective budgetary control is achieved through the bond indenture provisions. Budgetary control for other Capital Projects Funds is accomplished through the use of project controls. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 8. As required by the City Charter, budgetary control is maintained within department at the level of three major categories of expenditures: personal services, supplies and other charges; and capital outlay. This is the level of control at which expenditures may not legally exceed appropriations. 9. The General Fund budget includes prior year encumbrances which were reappropriated to the current year. Expenditures for the items encumbered are included in the current year’s expenditures. F. Cash and Investments Cash balances from all funds are combined and invested to the extent available in certificates of deposit, U.S. government securities and other securities authorized by State Statute. Investment income is allocated to the respective funds on the basis of applicable cash balance participation by each fund. Investments are stated at fair value, based upon quoted market prices as of the balance sheet date. Investment income is accrued at the balance sheet date. The City provides temporary advances to funds that have insufficient cash balances by means of an advance from another fund shown as interfund receivables in the advancing fund, and an interfund payable in the fund with the deficit, until adequate resources are received. These interfund balances are eliminated on the government-wide financial statements. For purposes of the statement of cash flows the City considers all highly liquid investments with a maturity of three months or less when purchased to be cash equivalents. All of the cash and investments allocated to the proprietary funds have original maturities of 90 days or less. Therefore the entire balance in the Proprietary Funds is considered cash equivalents. Restricted cash balances relate to unspent bond proceeds. Investments are stated at fair value, based upon quoted market prices, except for investments in 2a7-like external investment pools, which are stated at amortized cost. Investment income is accrued at the balance sheet date. G. 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, 2014 are planned to be eliminated in 2014. Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as “internal balances.” Uncollectible property taxes and special assessments are not material and therefore have not been reported. 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. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 H. 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. Government-Wide 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 year end are classified as delinquent and due from County taxes receivable. The portion of delinquent taxes not collected by the City in January is fully offset by deferred inflows of resources because they are not available to finance current expenditures. I. Special Assessment Revenue Recognition Special assessments are levied against the benefited properties for the assessable costs of special assessment improvement projects in accordance with State Statutes. The City usually adopts the assessment rolls when the individual projects are complete or substantially complete. The assessments are collectible over a term of years generally consistent with the term of years of the related bond issue. Collection of annual installments is handled by the County in the same manner as property taxes. Property owners are allowed to prepay future installments 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 remitted to the City in payment of delinquent special assessments. 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. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 Governmental Fund Financial Statements Revenue from special assessments is recognized by the City when it becomes measurable and available to finance expenditures of the current fiscal period. In practice, current and delinquent special assessments received by the City are recognized as revenue for the current year. Special assessments that are collected by the County by December 31 (remitted to the City the following January) are also recognized as revenue for the current year. All remaining delinquent, deferred and special deferred assessments receivable in governmental funds are completely offset by deferred inflows of resources. J. Inventories Governmental Funds Inventories of the general fund are stated at cost, which approximates market, using the first-in, first-out (FIFO) method. 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 Liquor fund inventories are valued on the average cost basis. Other proprietary funds inventory items are expensed at the time they are sold or used (consumption method). 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. Prepaid items are reported using the consumption method and recorded as expenditures/expenses at the time of consumption. L. Capital Assets Capital assets, which include property, plant, equipment and infrastructure assets (e.g., roads, bridges, sidewalks, and similar items), and intangible assets such as easements 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 (with the exception of computer equipment) (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. In the case of the initial capitalization of general infrastructure assets (i.e., those reported by governmental activities) the government chose to include all such items regardless of their acquisition date or amount. The City was able to estimate the historical cost for the initial reporting of these assets through back-trending (i.e., estimating the current replacement cost of the infrastructure to be capitalized and using an appropriate price-level index to deflate the cost of the infrastructure to be capitalized and using an appropriate price-level index to deflate the cost to the acquisition year or estimated acquisition year). CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 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, 2014, no interest was capitalized in connection with construction in progress. Property, plant and equipment of the primary government, and the component units, are depreciated using the straight line method over the following estimated useful lives: Assets Improvements other than building 20 – 25 years Buildings and structures 20 – 25 years Machinery and equipment 5 – 10 years Infrastructure 25 years M. Compensated Absences All liabilities for compensated absences, both current and long-term, for annual leave, severance and separation pay are accounted for in the Employee Benefit Fund, an Internal Service Fund. Each year compensated absence expenditures and expenses are recorded in the Governmental and Proprietary Funds respectively, equivalent to the full amount accrued by fund employees during the year. These charges are offset by a corresponding transfer of assets from the home department funds to the Employee Benefit Fund to fund the liability. This liability represents the maximum possible dilution of Employee Benefit Fund assets by retirements or extended leaves by employees. The personnel ordinance limits the annual accumulation of benefits that can be accumulated from year-to-year. 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 are generally immaterial and are expensed in the year of bond issuance. Material premiums and discounts are deferred and amortized over the life of the bonds. In the fund financial statements, governmental fund types recognize bond premiums and discounts 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. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 O. Fund Balance Classifications In the fund financial statements, governmental funds report fund balance in classifications that disclose constraints for which amounts in those funds can be spent. These classifications are as follows: Nonspendable- consists of amounts that are not in spendable form, such as prepaid items. Restricted - consists of amounts related to externally imposed constraints established by creditors, grantors or contributors; or constraints imposed by state statutory provisions. Committed - consists of internally imposed constraints. These constraints are established by Resolution of the City Council. Assigned- consists of internally imposed constraints. These constraints reflect the specific purpose for which it is the City’s intended use. Pursuant to City Council Resolution, the City Manager and/or the Finance Director are authorized to establish assignments of fund balance. Unassigned - is the residual classification for the general fund and also reflects negative residual amounts in other funds. When both restricted and unrestricted resources are available for use, it is the City’s policy to first use restricted resources, and then use unrestricted resources as they are needed. When committed, assigned or unassigned resources are available for use, it is the City’s policy to use resources in the following order; 1) committed 2) assigned and 3) unassigned. 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. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 R. Deferred Outflows/Inflows of Resources In addition to assets, the statement of financial position will sometimes report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future period(s) and so willnot be recognized as an outflow of resources (expense/expenditure) until then. The government has no items that qualify for reporting in this category. In addition to liabilities, the statement of financial position will sometimes report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net position that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The government has one type of item, which arises only under a modified accrual basis of accounting, that qualifies for reporting in this category.Accordingly, the item, unavailable revenue, is reported only in the governmental fund balance sheet. The governmental funds report unavailable revenues from the following sources: property taxes and special assessments. S. 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 position The governmental fund balance sheet includes reconciliation between fund balance – total governmental funds and net position – governmental activities as reported in the government-wide statement of net position. 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 ($6,193,757) difference are as follows: Bonds payable($5,530,000) Accrued interest payable(71,852) Other post employment benefits payable(591,905) Net adjustment to increase net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities($6,193,757) CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 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 reconciliation between net changes in fund balances – total governmental funds and changes in net position of governmental activities as reported in the government-wide statement of activities. One element of that reconciliation explains that “governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense”. The details of this ($806,138) difference are as follows: Net book value of capital asset disposals($50,957) Capital outlay1,290,008 Capital outlay recorded as other current expenditures105,763 Depreciation expense(2,150,952) Net adjustment to decrease net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities($806,138) Another element of that reconciliation states that “revenues on the statement of activities that do not provide current financial resources are not reported as revenues in the funds”. The details of this $121,353 difference are as follows: Unavailable revenue - general property taxes: At December 31, 2013($206,387) At December 31, 2014173,026 Unavailable revenue - special assessments: At December 31, 2013(2,102,332) At December 31, 20142,252,671 Unavailable revenue - interest on loan to HRA: At December 31, 2013 - At December 31, 20144,375 Net adjustments to increase net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities$121,353 CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 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 the principal on long-term debt consumes the current financial resources of governmental funds”. Neither transaction, however, has any effect on net position. The details of this $1,150,000 difference are as follows: Principal repayments: G.O. Improvement bonds$1,150,000 T. Restricted Assets Cash balances in the Water and Sewer Enterprise Funds were restricted at December 31, 2013 for unspent bond proceeds. There were no restricted cash balances at December 31, 2014. U. Reclassifications Certain amounts presented in the prior year data have been reclassified in order to be consistent with the current year’s presentation. V. Comparative Totals The basic financial statements, required supplementary information, combining and individual fund financial statements and schedules, and supplementary financial information include certain prior-year summarized comparative information in total but not at the level of detail required for a presentation in conformity with generally accepted accounting principles. Accordingly, such information should be read in conjunction with the City’s financial statements for the year ended December 31, 2013, from which the summarized information was derived. 2. Deposits and Investments A.Deposits In accordance with Minnesota Statutes, the City maintains deposits at those depository banks authorized by the City Council, all of which 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. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 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. Authorized collateral includes the following: a) United States government treasury bills, treasury notes, treasury bonds; b) Issues of United States government agencies and instrumentalities as quoted by a recognized industry quotation service available to the government entity; c) General obligation securities of any state or local government with taxing powers which is rated “A” or better by a national bond rating service, or revenue obligation securities of any state or local government with taxing powers which is rated “AA” or better by a national bond rating service; d) Unrated general obligation securities of a local government with taxing powers may be pledged as collateral against funds deposited by that same local government entity: e) Irrevocable standby letters of credit issued by Federal Home Loan Banks to a municipality accompanied by written evidence that the bank’s public debt is rated “AA” or better by Moody’s Investors Service, Inc. or Standard & Poor’s Corporation; and f) Time deposits that are fully insured by any Federal agency. Custodial Credit Risk – Deposits: Custodial credit risk is the risk that in the event of a bank failure, the City’s deposits may not be returned to it. State Statutes require that insurance, surety bonds or collateral protect all City deposits. The market value of collateral pledged must equal 110% of deposits not covered by insurance or bonds. As of December 31, 2014, the bank balance of the City’s deposits was covered by federal depository insurance or covered by perfected collateral pledged and held in the City’s name. B. 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) Obligations of the State of Minnesota or any of its municipalities as follows: 1) any security which is a general obligation of any state or local government with taxing powers which is rated “A” or better by a national bond rating service; 2) any security which is a revenue obligation of any state or local government with taxing powers which is rated “AA” or better by a national bond rating service; and 3) a general obligation of the Minnesota housing finance agency which is a moral obligation of the State of Minnesota and is rated “A” or better by a national bond rating agency. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 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. g) General obligation temporary bonds of the same governmental entity issued under section 429.091, subdivision 7; 469.178, subdivision 5; or 475.61, subdivision 6. As of December 31, 2014 the City had the following investments and maturities: Investment Maturities (in Years) FairLessOver Investment TypeRatingValueThan 11-56-1010 Years Federal Farm Credit Bank$1,491,195$ - $ - $1,491,195$ - AAA Federal Home Loan BankAAA8,296,558 - 5,991,3322,305,226 - Federal National Mortgage AssociationAAA2,485,355 - 2,485,355 - - Federal Home Loan Mortgage CorporationAAA1,571,423 - 995,555575,868 - Local government bondsA-AA5,693,2672,889,9852,096,092707,190 - Brokered CDsN/R2,837,8631,114,3551,723,508 - - Money marketN/R8,404,2568,404,256 - - - Total$30,779,917$12,408,596$13,291,842$5,079,479$0 Total investments$30,779,917 Deposits1,426,144 Petty cash4,850 Total cash and investments$32,210,911 Following is a reconciliation to the City’s cash and investment balances as of December 31, 2014: Cash and investments - primary government: Governmental and business-type (statement A-1)$32,207,375 Restricted cash business-type (statement A-1) - Fiduciary (statement A-9)3,536 $32,210,911 CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 As of December 31, 2014 the HRA had the following investments and maturities: Investment Maturities (in Years) FairLessOver Investment TypeRatingValueThan 11-56-1010 Years United States Treasury BondAAA$136,762$136,762$ - $ - $ - Federal National Mortgage AssociationAAA1,143,151 - 742,043401,108 - FICO StripsAAA1,008,199 - 1,008,199 - - Federal Home Loan BankAAA477,427 - 477,427 - - Aaa - A Local government bonds2,192,982957,5991,235,383 - - 1 Money marketN/R3,154,2883,154,288 - - - Total$8,112,809$4,248,649$3,463,052$401,108$0 Total investments$8,112,809 Deposits859,070 Total cash and investments$8,971,879 C. Investment Risks Custodial credit risk – investments – For investments in securities, custodial credit risk is the risk that in the event of failure of the counterparty to a transaction, the City will not be able to recover the value of its investment securities that are in the possession of an outside party. Investments in investment pools and money markets are not evidenced by securities that exist in physical or book entry form, and therefore are not subject to custodial credit risk disclosures. The City policy is to limit its exposure by holding investments in securities with a major bank’s corporate trust department. Investments are delivered to the City’s trust account and then payment is released to the broker-dealer. Interest rate risk – Interest rate risk is the risk that changes in interest rates of debt investments could adversely affect the fair value of an investment. The City’s investment policy requires the City to diversify its investment portfolio to eliminate the risk of loss resulting from over concentration of assets in a specific maturity. The policy also states the City’s investment portfolio will remain sufficiently liquid to enable the City to meet all operating requirements which might be reasonably anticipated. – Credit risk is the risk that an issuer or other counterparty to an investment will be Credit Risk unable to fulfill its obligation to the holder of the investment. State law limits investments to commercial paper to those rated in the highest quality category by at least two nationally recognized rating agencies; in any security of the State of Minnesota or any of its municipalities which is rated “A” or better by a national bond rating service for general obligation and rated “AA” or better for a revenue obligation; a general obligation of the Minnesota Housing Finance Agency to those rated “A” or better by a national bond rating agency; mutual funds or money market funds whose investments are restricted to securities described in MS 118A.04. The City’s investment policy does not place further restrictions on investment options. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 Concentration of credit risk (City) – Concentration of credit risk is the risk of loss that may be attributed to the magnitude of a government’s investment in a single issuer. The City places no limit on the amount the City may invest in any one issuer. Investments in a single issuer exceeding 5% of the City’s overall investment portfolio are in various holdings as follows: Federal Home Loan Bank26.95% Federal Home Loan Mortgage Corporation5.11% Federal National Mortgage Association8.07% Concentration of credit risk (HRA) – Concentration of credit risk is the risk of loss that may be attributed to the magnitude of a government’s investment in a single issuer. The HRA places no limit on the amount the HRA may invest in any one issuer. Investments in a single issuer exceeding 5% of the HRA’s overall investment portfolio are in various holdings as follows: Federal Home Loan Bank5.88% Federal National Mortgage Association14.09% FICO Strips12.43% Local government bonds: Baltimore MD11.80% Greenville SC7.28% 3. Receivables Significant receivables balances not expected to be collected within one year of December 31, 2014 are as follows: Primary Government Major Funds StreetNonmajor GeneralDebt ServiceImprovementsFundsTotal Special assessments receivable$33,434$903,263$ - $852,228$1,788,925 Delinquent property taxes129,82511,969 - 4,306146,100 $163,259$915,232$0$856,534$1,935,025 HRA Component Unit Major Funds RevolvingGeneral LoanFundTotal Mortgage receivable$1,007,194$ - $1,007,194 Allowance for uncollectible accounts(74,427) - (74,427) Delinquent tax increment - 5,8775,877 $932,767$5,877$938,644 CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 4. Unavailable Revenues Governmental funds report deferred inflows of resources in connection with receivables that are not considered to be available to liquidate liabilities of the current period. At the end of the current fiscal year, the various components of unavailable revenue reported in the governmental funds were as follows: PropertySpecial Interest on TaxesAssessmentsLoan to HRATotal Major funds: General$153,575$42,101$ - $195,676 Debt Service13,5691,137,4184,3751,155,362 Street Improvements113996,359 - 996,472 Nonmajor5,76976,793 - 82,562 Total unavailable revenue$173,026$2,252,671$4,375$2,430,072 CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 5. Capital Assets Capital asset activity for the year ended December 31, 2014 was as follows: BeginningEnding Primary GovernmentBalanceIncreasesDecreasesBalance Governmental activities: Capital assets, not being depreciated: Land$2,841,516$ - ($27,500)$2,814,016 Construction in progress6,294188,994195,288 Total capital assets, not being depreciated2,847,810188,994(27,500)3,009,304 Capital assets, being depreciated: Buildings and structures8,042,12012,255 - 8,054,375 Machinery and equipment9,486,193860,274(528,403)9,818,064 Improvements6,393,005334,248(23,964)6,703,289 Infrastructure33,150,978 - - 33,150,978 Total capital assets, being depreciated57,072,2961,206,777(552,367)57,726,706 Less accumulated depreciation for: Buildings and structures6,806,762244,861 - 7,051,623 Machinery and equipment6,713,993698,735(504,946)6,907,782 Improvements4,627,869345,180(23,964)4,949,085 Infrastructure21,248,985862,176 - 22,111,161 Total accumulated depreciation39,397,6092,150,952(528,910)41,019,651 Total capital assets being depreciated - net17,674,687(944,175)(23,457)16,707,055 Governmental activities capital assets - net$20,522,497($755,181)($50,957)$19,716,359 BeginningEnding Primary GovernmentBalanceIncreasesDecreasesBalance Business-type activities: Capital assets, not being depreciated: Land$306,477$ - $ - $306,477 Construction in progress33,838391,391(8,987)416,242 Total capital assets, not being depreciated340,315391,391(8,987)722,719 Capital assets, being depreciated: Buildings and structures3,262,99643,565 - 3,306,561 Improvements other than buildings14,682,34649,960 - 14,732,306 Machinery and equipment3,019,328517,740(223,622)3,313,446 Infrastructure24,067,839602,280 - 24,670,119 Total capital assets, being depreciated45,032,5091,213,545(223,622)46,022,432 Less accumulated depreciation for: Buildings and structures1,875,33379,096 - 1,954,429 Improvements other than buildings8,205,630544,578 - 8,750,208 Machinery and equipment2,616,663146,164(223,622)2,539,205 Infrastructure14,101,958565,01714,666,975 Total accumulated depreciation26,799,5841,334,855(223,622)27,910,817 Total capital assets being depreciated - net18,232,925(121,310)018,111,615 Business-type activities capital assets - net$18,573,240$270,081($8,987)$18,834,334 Component unit: Capital assets, not being depreciated: Land$2,023,511$0$0$2,023,511 CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 Depreciation expense was charged to functions/programs of the primary government as follows: Governmental activities: General government$326,251 Public safety336,190 Public works, including depreciation of general infrastructure assets1,307,302 Park and recreation181,209 Total depreciation expense - governmental activities$2,150,952 Business-type activities: Liquor$48,520 Water729,276 Sewer321,262 Storm water235,797 Total increases in accumulated depreciation$1,334,855 CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 6. Long-Term Debt The City issues general obligation bonds 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. As of December 31, 2014, the governmental long-term bonded debt and loans of the financial reporting entity consisted of the following: Governmental Activities: $1,915,000 General Obligation Improvement Bonds, Series 2008A due in varying annual installments of $165,000 - $225,000 through February 1, 2019; interest at 2.95% - 4.00%.$1,040,000 $1,910,000 General Obligation Improvement Bonds, Series 2007A due in varying annual installments of $155,000 - $230,000 through August 1, 2018; interest at 3.50% - 3.85%.860,000 $1,215,000 General Obligation Improvement Bonds, Series 2010C due in varying annual installments of $55,000 - $135,000 through February 1, 2021; interest at 2.00% - 3.00%.820,000 $1,805,000 General Obligation Improvement Bonds of 2005 due in varying annual installments of $155,000 - $210,000 through February 1, 2016; interest at 2.80% - 3.750%.410,000 $2,505,000 General Obligation Improvement Bonds of 2006 due in varying annual installments of $205,000 - $305,000 through February 1, 2017; interest at 4.00%.870,000 $550,000 General Obligation Equipment Certificates, Series 2010B due in varying annual installments of $50,000 - $70,000 through February 1, 2020; interest at 2.00% - 3.00%385,000 $1,280,000 General Obligation Equipment Certificates, Series 2012A due in varying annual installments of $135,000 - $150,000 through February 1, 2022; interest at 1.00% - 1.65%1,145,000 Subtotal governmental activities$5,530,000 Business-Type Activities: $1,180,000 General Obligation Water Revenue Bonds of 1998, due in varying annual installments of $90,000 - $130,000 through February 1, 2011.-$ $1,790,000 General Obligation Water Revenue Bonds of 2004 due in varying annual installments of $50,000 - $230,000 through February 1, 2019; interest at 2.50% - 4.00%.1,045,000 $1,005,000 General Obligation Water and Storm Water Revenue Bonds of 2004 due in varying annual installments of $160,000 - $235,000 through February 1, 2012; interest at 2.00% - 3.25%. - $3,725,000 General Obligation Water Revenue Bonds of 2008B due in varying annual installments of $240,000 - $315,000 through February 1, 2023; interest at 2.95% - 4.50%.2,415,000 $2,810,000 General Obligation Utility Revenue Bonds of 2010A due in varying annual installments of $160,000 - $265,000 through February 1, 2026; interest at 2.50% - 3.50%2,385,000 Unamortized discount(1,482) Subtotal business-type activities5,843,518 Total primary government$11,373,518 CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 Annual debt service requirements to maturity for general obligation bonds and loans are as follows: Primary Government Governmental ActivitiesBusiness-Type Activities Year EndingG.O. ImprovementG.O. Equipment CertificatesRevenue Bonds December 31,PrincipalInterestPrincipalInterestPrincipalInterest 2015$990,000$129,815$200,000$23,080$585,000$203,060 20161,030,000 92,090 200,000 20,330 610,000 181,610 2017855,000 56,360 205,000 17,205 625,000 159,191 2018570,000 29,503 205,000 13,855 655,000 135,623 2019355,000 12,450 210,000 10,371 680,000 110,748 2020135,000 3,975 215,000 6,570 465,000 89,585 202165,000 975 145,0003,526490,000 72,080 2022 - - 150,0001,238505,000 53,688 2023 - - - - 530,000 34,125 2024 - - - - 225,000 20,281 2025 - - - - 235,000 12,513 2026 - - - - 240,000 4,200 Total$4,000,000$325,168$1,530,000$96,175$5,845,000$1,076,704 Long-term liability activity for the year ended December 31, 2014, was as follows: BeginningEndingDue Within BalanceAdditionsReductionsBalanceOne Year Governmental activities: Bonds payable: G.O. improvement bonds$4,955,000$ - ($955,000)$4,000,000$990,000 G.O. equipment certificates1,725,000 - (195,000)1,530,000200,000 Total bonds payable6,680,0000(1,150,000)5,530,0001,190,000 Compensated absences962,960673,535(601,072)1,035,423846,137 Total government activity long-term debt$7,642,960$673,535($1,751,072)$6,565,423$2,036,137 Business-type activities: Bonds payable: G.O. revenue bonds$6,413,154$ - ($569,636)$5,843,518$585,000 Compensated absences are generally liquidated by the Employee Benefits Fund. All long-term bonded indebtedness outstanding at December 31, 2014 is backed by the full faith and credit of the City, including improvement and revenue bond issues. Delinquent assessments receivable at December 31, 2014 totaled $32,465. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 Revenues Pledged Revenue PledgedCurrent Year Percent ofDebt servicePrincipalPledged Use oftotalas a % ofTerm ofRemainingand InterestRevenue Bond IssueProceedsTypedebt servicenet revenuesPledgePrincipalpaidreceived 2012ACapital EquipmentProperty Taxes100%2013-$1,145,000$149,405$ - 2022 2010BCapital EquipmentProperty Taxes100%2011-385,00071,250232,727 2020 2010CStreet ImprovementsProperty Taxes and100%2011-820,000140,15087,907 Special Assessments2021 2008AStreet ImprovementsProperty Taxes and100%2008-1,040,000230,300191,332 Special Assessments2019 2007AStreet ImprovementsProperty Taxes and100%2007-860,000231,049205,729 Special Assessments2018 2006AStreet ImprovementsProperty Taxes and100%2007-870,000305,100243,088 Special Assessments2017 2005AStreet ImprovementsProperty Taxes and100%2006-410,000213,636204,758 Special Assessments2016 Water, Sewer and 2010A Utility Revenue BondsInfrastructure improvementsStorm Customer100%2.84%2011-2,385,000237,4258,367,908 Net Revenue2026 2008B Water Revenue BondsInfrastructure improvementsWater Customer100%11.26%2008-2,415,000328,1972,913,717 Net Revenue2023 2004 Water Revenue BondsInfrastructure improvementsWater Customer100%7.82%2004-1,045,000227,8362,913,717 Net Revenue2019 7. Defined Benefit Pension Plans-Statewide A. 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 General Employees Retirement Fund (GERF) 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 Statutes, Chapters 353 and 356. GERF members belong to either the Coordinated Plan or the Basic Plan. Coordinated Plan members are covered by Social Security and Basic Plan members are not. All new members must participate in the Coordinated Plan. All police officers, firefighters and peace officers who qualify for membership by statute are covered by the PEPFF. PERA provides retirement benefits as well as disability benefits to members, and benefits to survivors upon death of eligible members. Benefits are established by State Statute, and vest after five years of credited service. The defined retirement benefits are based on a member’s highest average salary for any five successive years of allowable service, age, and years of credit at termination of service. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 PERA issues a publicly available financial report that includes financial statements and required supplementary information for GERF and PEPFF.That report may be obtained on the internet at www.mnpera.org, by writing to PERA at 60 Empire Drive #200, St. Paul, Minnesota, 55103-2088 or by calling (651)296-7460 or 1-800-652-9026. B. 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. GERF Basic Plan members and Coordinated Plan members were required to contribute 9.10% and 6.25%, respectively, of their annual covered salary in 2014. PEPFF members were required to contribute 10.2% of their annual covered salary in 2014. The City was required to contribute the following percentages of annual covered payroll in 2014: 11.78% for Basic Plan members, 7.25% for Coordinated Plan members, and 15.3% for PEPFF members. The City’s contributions to the General Employees Retirement Fund for the years ending December 31, 2014, 2013 and 2012 were $422,495, $411,511, and $397,492, respectively. The City’s contributions to the Public Employees Police and Fire Fund for the years ending December 31, 2014, 2013 and 2012 were $570,446, $503,700, and $501,259, respectively. The City’s contributions were equal to the contractually required contributions for each year as set by state statute. Contribution rates will increase on January 1, 2015 in the Coordinated Plan (6.5% for members and 7.5% for employers) and in the Police and Fire Fund (10.8% for members and 16.2% for employers). C. Public Employees Retirement Association (PERA) - Defined Contribution Plan Description All council members of the City of Fridley are covered by a defined contribution pension plan administered by the Public Employees Retirement Association of Minnesota (PERA). PERA administers the Public Employees Defined Contribution Plan (PEDCP) which is a multiple- employer deferred compensation plan. Benefit Provisions and Contribution Rates The PEDCP is a tax qualified plan under Section 401(a) of the Internal Revenue Code and all contributions by or on behalf of employees are tax deferred until time of withdrawal. Plan benefits depend solely on amounts contributed to the plan plus investment income, less administrative expenses. Minnesota Statutes, Chapter 353D.03, specifies plan provisions, including the employee and employer contribution rates for those qualified personnel who elect to participate. An eligible elected official who decides to participate contributes 5 percent of salary which is matched by the elected official's employer. For ambulance service personnel, employer contributions are determined by the employer, and for salaried employees must be a fixed percentage of salary. Employer contributions for volunteer personnel may be a unit value for each call or period of alert duty. Employees who are paid for their services may elect to make member contributions in an amount not to exceed the employer share. Employer and employee contributions are combined and used to purchase shares in one or more of the seven accounts of the Minnesota Supplemental Investment Fund.For administering the plan, PERA receives 2 percent of employer contributions and twenty-five hundredths of one percent of the assets in each member's account. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 Total contributions made by the City during fiscal year 2014 were: Percentage of AmountCovered PayrollRequired EmployeesEmployerEmployeesEmployerRates PEDCP$2,139$2,1395.00%5.00%5.00% 8. Defined Contribution Pension Plan - Fridley Volunteer Firefighters Relief Association Plan Description The Fridley Volunteer Firefighters Relief Association (Association), is a single employer public employee retirement system that acts as a common investment administrator for all of the City’s firefighters. Pursuant to a 1987 amendment to its by-laws, the pension plan is a defined contribution plan, prior to 1987 the pension plan was a defined benefit pension plan. Benefits and contribution requirements are established by Association’s by-laws and can be amended by the Association’s Board of Trustees with approval from the City of Fridley, Minnesota. All provisions are within limitations established by Minnesota Statutes. Type of Benefit The exclusive pension provided by the Association is a “Defined Contribution Lump Sum Service Pension,” as defined in Minnesota Statutes §424A.02, Subdivision 4. Contribution Made The City collected and remitted $142,002 and $143,739 in State Aid to the Association for 2014 and 2013, respectively. This transaction is recorded as revenue and expenditures in the City’s financial statements. During 2014 and as of December 31, 2014, the Association held no securities issued by the City or other related parties. 9. Other Post-Employment Benefits A. Plan Description In addition to providing the pension benefits described in Note 6, the City provides post- employment health care benefits (as defined in paragraph B) for retired employees and police and firefighters disabled in the line of duty, through a single-employer defined benefit plan. The termPlan refers to the City’s requirement by State Statute to provide retirees with access to health insurance. The OPEB plan is administered by the City. The authority to provide these benefits is established in Minnesota Statutes Sections 471.61 Subd. 2a, and 299A.465. The benefits, benefit levels, employee contributions and employer contributions are governed by the City and can be amended by the City through its personnel manual and collective bargaining agreements with employee groups. The Plan is not accounted for as a trust fund, an irrevocable trust has not been established to account for the Plan. The Plan does not issue a separate report. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 B. Benefits Provided Retirees The City is required by State Statute to allow retirees to continue participation in the City’s group health insurance plan if the individual terminates service with the City through service retirement or disability retirement. Covered spouses may continue coverage after the retiree’s death. The surviving spouse of an active employee may continue coverage in the group health insurance plan after the employee’s death. All health care coverage is provided through the City’s group health insurance plans. The retiree is required to pay 100% of their premium cost for the City-sponsored group health insurance plan in which they participate. The premium is a blended rate determined on the entire active and retiree population. Since the projected claims costs for retirees exceed the blended premium paid by retirees, the retirees are receiving an implicit rate subsidy (benefit). The coverage levels are the same as those afforded to active employees. Upon a retiree reaching age 65 years of age, Medicare becomes the primary insurer. The monthly retiree premiums effective January 1, 2014 were: SingleMarried Regular and Dental$752$2,166 HRA and Dental5701,642 HSA and Dental5381,551 C. Participants As of the actuarial valuation dated January 1, 2014, participants consisted of: Retired participants and beneficiaries currently receiving benefits - Active employees66 Waiving Coverage60 Total126 Participating employers1 D. Funding Policy The additional cost of using a blended rate for actives and retirees is currently funded on a pay- as-you-go basis. The City Council may change the funding policy at any time. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 E. Annual OPEB Costs and Net OPEB Obligation The City’s annual other post employment benefit (OPEB) cost is calculated based on the annual required contribution (ARC) of the employer, an amount actuarially determined in accordance with the parameters of GASB Statement No. 45. The ARC represents a level of funding that, if paid on an ongoing basis, is projected to cover normal cost each year and amortize any unfunded actuarial liabilities (or funding excess) over a period not to exceed 30 years. The net OPEB obligation as of December 31, 2014, was calculated as follows: Annual required contribution (ARC)$63,278 Interest on net OPEB obligation24,638 Adjustment to ARC(35,621) Annual OPEB cost52,295 Contributions made during the year(3,149) Increase in net OPEB obligation49,146 Net OPEB obligation - beginning of year615,953 Net OPEB obligation - end of year$665,099 For the governmental activities, other post employment benefits are generally liquidated through the General Fund. The City’s annual OPEB cost, the percentage of annual OPEB cost contributed to the Plan and the net OPEB obligation for 2012 to 2014 was as follows: Percentage of Fiscal YearAnnual OPEBEmployer Annual OPEB CostNet OPEB EndedCostContributionsContributedObligation December 31, 2012$60,780$31,53551.9%$591,319 December 31, 201361,82937,19660.2%615,953 December 31, 201452,2953,1496.0%665,099 F. Funded Status and Funding Progress The City currently has no assets that have been irrevocably deposited in a trust for future health benefits; therefore, the actuarial value of assets is zero. The funded status of the Plan was as follows: Unfunded ActuarialActuarialUAAL as a ActuarialActuarialAccruedAccruedFundedCoveredPercentage of ValuationValue of AssetsLiability (AAL)*Liability (UAAL)RatioPayrollCovered Payrol Date(a)(b)(b-a)(a/b)(c) ( (b-a) / c) anuary 1, 2014$ - $494,791$494,7910.0%n/an/a J *Using the projected unit credit actuarial cost method. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 G. Actuarial Methods and Assumptions Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, mortality and the health care cost trend. Amounts determined regarding the funded status of the plan and the annual required contributions (ARC) of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. The schedule of funding progress, presented as required supplementary information following the notes to financial statements, presents multi-year trend information that shows whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liabilities for benefits. Projections of benefits for financial reporting purposes are based on the substantive plan (the plan as understood by the employer and plan members) and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the employer and plan members to that point. The actuarial methods and assumptions used include techniques that are designed to reduce the effect of short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long-term perspective of the calculations. In the January 1, 2014 actuarial valuation, the Projected Unit Credit Actuarial cost method was used. The actuarial assumptions included a 4.0% investment rate of return (net of administrative expenses) and an initial annual health care cost trend rate of 7.5% reduced by 0.31% each year to arrive at an ultimate health care cost trend rate of 5.0%, which includes a 3% inflation assumption. The actuarial value of assets was $0. The plan’s unfunded actuarial accrued liability is being amortized as a level dollar amount over a 30-year open period. The remaining amortization period at December 31, 2014, was 30 years. 10. Interfund Receivables, Payables and Transfers Interfund payables and receivables are representative of lending/borrowing arrangements to cover deficit cash balances at the end of the fiscal year. Interfund receivables and payables of the City are as follows: InterfundInterfund ReceivablesPayables Due From/Due To: Major Funds: General Fund$97,712$ - Nonmajor Governmental Funds: Special Revenue Funds: Police Activity Fund - 97,712 $97,712$97,712 CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 Interfund receivables and payables of the HRA component unit at December 31, 2014 are as follows: InterfundInterfund ReceivablesPayables Due From/Due To: General Fund$5,546,931$ - Capital Projects Funds: Lake Pointe - 325,303 Gateway East - 641,653 Gateway West - 580,109 57th Avenue Redevelopment - 20,760 Gateway Northeast - 3,388,173 #20 BAE - 33,000 #20 - BAE Hazardous Subs - 545,933 #22 Northstar - 12,000 $5,546,931$5,546,931 The above balances are not expected to be eliminated within one year of December 31, 2014. Interfund Transfers: Transfer InTransfer Out Governmental Funds: Major Funds: General Fund (1) (4) (5) (6)$672,865$175,000 Special Assessment Debt Service (1) - 350,000 Street Improvements (2)2,971,88041,000 Nonmajor Funds (2) (3) (5) (6) (7) (8)4,608,8716,896,485 Total governmental funds8,253,6167,462,485 Internal Service Funds: Info Systems (3) - 541,131 Proprietary Funds: Liquor (4) - 250,000 Total$8,253,616$8,253,616 (1) Transfer of $350,000 to finance General Fund (2) Transfer to close out the Capital Improvement Fund and to form the Building, Street, and Park Improvements Funds (3) Transfer to close out to Information Systems Improvements Fund (4) Annual transfer to finance General Fund (5) Transfer of PERA Police dollars to Information Systems Improvements Fund (6) Transfer to close out Section 8 Fund to the General Fund (7) Transfer to close the 2009 Street Fund into the 2011 Street Fund (8) Transfer from Park Improvements Fund to Special Assessment Construction Capital Projects for prior year expenses reimbursement CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 During 2014, the HRA Component Unit had a transfer of $1,000,000 related to the advance of funds from the Gateway Northeast Fund to the Onan Fund as well as a transfer of $1,000,000 from the Housing Loan Fund to the General Fund to support fund HRA initiatives. Interfund transfers allow the City and HRA to allocate financial resources to the funds that receive benefit from services provided by another fund. Most of the interfund transfers fall under that category. 11. Fund Balance A. CLASSIFICATIONS At December 31, 2014, a summary of the governmental fund balance classifications are as follows: DebtStreetOtherTotalComponent General FundServiceImprovementsGovernmentalCityUnit Nonspendable: Inventory$60,123$ - $ - $ - $60,123$ - Mortgage loan receivable - - - - - 933,012 Total nonspendable60,12300060,123933,012 Restricted for: Donations15,176 - - - 15,176 - Debt service - 1,912,374 - - 1,912,374 - Tax increment - - - - - 547,206 Cable television equipment - - - 72,64072,640 - Police forfeitures - - - 86,24586,245 - Total restricted15,1761,912,3740158,8852,086,435547,206 Committed to: Cable televitsion programming - - - 1,388,3231,388,323 - Recycling programs - - - 86,74486,744 - Nature Center activities - - - 117,157117,157 - Public improvements - - - 591,610591,610 - Capital equipment - - - 382,267382,267 - Housing loan program - - - - - 2,026,346 Total committed0002,566,1012,566,1012,026,346 Assigned to: Capital improvements - 5,636,1742,814,5873,498,79411,949,555 - Total assigned05,636,1742,814,5873,498,79411,949,5550 Unassigned8,242,331 - - (97,712)8,144,6194,612,587 Total$8,317,630$7,548,548$2,814,587$6,126,068$24,806,833$8,119,151 B. MINIMUM UNASSIGNED FUND BALANCE POLICY The City Council has formally adopted a policy regarding the minimum unassigned fund balance for the General Fund. The most significant revenue source of the General Fund is property taxes. This revenue source is received in two installments during the year – June and December. As such, it is the City’s goal to begin each fiscal year with sufficient working capital to fund operations between each semi-annual receipt of property taxes. The City’s policy for unassigned funds in the General Fund is equal to 35% - 50% of the following year General Fund expenditures. At December 31, 2014, the unassigned fund balance of the General Fund was $8,242,331, compared to its targeted unassigned fund balance of between $5,312,615 and $7,589,450. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 12. Tax Increment Districts The HRA is the administering authority for the following Tax Increment Districts: FiscalRetained YearTax Capacity ValuesDisparityBy EstablishedDistrictDistrict NameCurrentOriginalCapturedAdjustmentsAuthority 19856 Lake Pointe$837,624$326,940$510,684$ - $510,684 19899 Onan/Old Central Ave336,813 42,902 293,911 - 293,911 199211 University/Osborne75,428 26,478 48,950 - 48,950 199212 McGlynn's66,042 41,254 24,788 - 24,788 199513 Satellite Lane Apartments29,187 1,438 27,749 - 27,749 199716 57th Ave Replacement25,538 7,301 18,237 - 18,237 200017 Gateway East26,813 3,468 23,345 - 23,345 200718 Gateway West12,241 3,390 8,851 - 8,851 200719 Main Street158,464 45,628 112,836 - 112,836 201320 TIF 20 HSS 20A276,119 - 276,119 - 276,119 1995HR1/Q2Housing Replacement1,557 191 1,366 - 1,366 1995HR1/Q3Housing Replacement1,199 236 963 - 963 1995HR1/Q4Housing Replacement4,104 469 3,635 - 3,635 1995HR1/S3Housing Replacement1,543 310 1,233 - 1,233 1995HR1/S4Housing Replacement1,768 338 1,430 - 1,430 1995HR1/S5Housing Replacement1,215 225 990 - 990 1995HR1/S6Housing Replacement1,297 266 1,031 - 1,031 1995HR1/V6Housing Replacement1,664 488 1,176 - 1,176 1995HR1/T7Housing Replacement488 384 104 - 104 1995HR1/V9Housing Replacement1,417 286 1,131 - 1,131 1995HR1/W1Housing Replacement1,174 357 817 - 817 1995HR1/W2Housing Replacement1,179 286 893 - 893 3,835 1995HR1/W6Housing Replacement4,351 516 3,835 - 1995HR1/W7Housing Replacement 1,707 284 1,423 - 1,423 1995HR1/X2Housing Replacement 3,558 3,674 (116)116 - Totals$1,872,490$507,109$1,365,381$116$1,365,497 13. Commitments and Contingencies A. 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; injuries to employees; and natural disasters. During 1987, the City established the Self Insurance Fund (an Internal Service Fund) to account for and finance its uninsured risks of loss. Workers compensation coverage is provided through a pooled self-insurance program through the League of Minnesota Cities Insurance Trust (LMCIT). The City pays an annual premium to the LMCIT. The City is subject to supplemental assessments if deemed necessary by the LMCIT. The LMCIT reinsures through Workers Compensation Reinsurance Association (WCRA) as required by law. For workers compensation, the City is subject to a $2,500 deductible. Property and casualty insurance coverage is provided through a pooled self-insurance program through LMCIT. The City pays an annual premium to the LMCIT. The City is subject to supplemental assessments if deemed necessary by the LMCIT. The LMCIT reinsures through commercial companies for claims in excess of various amounts. For property (other than vehicles for which the City is self-insured) and casualty coverage, the City has a $75,000 deductible per occurrence with a $150,000 annual maximum. This deductible gets paid out of the Self-Insurance Fund as necessary. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 The City continues to carry commercial insurance for all other risks of loss, including employee health and disability insurance. There were no significant reductions in insurance from the previous year or settlements in excess of insurance coverage for any of the past three fiscal years. In 1990, the General Fund contributed $1,000,000 to the Self Insurance Fund in lieu of the Self Insurance Fund charging losses back to each fund. There is no recorded liability for unpaid claims because the amount of such claims, if any, is considered to be immaterial. As of December 31, 2014, the Self Insurance Fund has accumulated equity in the amount of $1,351,807 to cover future claims and losses. B. Litigation The City attorney has indicated that existing and pending lawsuits, claims and other actions in which the City is a defendant are either covered by insurance; of an immaterial amount; or, in the judgment of the City attorney, remotely recoverable by plaintiffs. C. Federal and State Funds The City receives financial assistance from federal and state governmental agencies in the form of grants. The disbursement of funds received under these programs generally requires compliance with the terms and conditions specified in the grant agreements and are subject to audit by the grantor agencies. Any disallowed claims resulting from such audits could become a liability of the applicable fund. However, in the opinion of management, any such disallowed claims will not have a material effect on any of the financial statements of the individual fund types included herein or on the overall financial position of the City at December 31, 2014. 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. Contingent Liability The HRA entered into various limited tax increment revenue notes with developers whereby the HRA shall pay the developers the lesser of the scheduled payment or 90% of 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 HRA receiving tax increments from the developer’s project. As such, this liability has not been recorded in the financial statements. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 The HRA has issued various Tax Increment Revenue Notes. These notes are not a general obligation of the HRA and are payable solely from available tax increments. Accordingly, these notes are not reflected in the financial statements of the HRA. A schedule of outstanding notes at December 31, 2014 is as follows: Original InterestMaturity NotePrincipalRateDate Medtronic$20,000,0006.75%August 1, 2025 TIF #191,500,0007.00%February 1, 2025 Hazardous Substance4,500,0003.50%June 1, 2033 F. Construction Commitments At December 31, 2014, the City had construction project contracts in progress. The commitments related to the remaining contract balances amounted to $358,254. 14. Leases A. Lease Expense The City leases space for one of its liquor stores. Total costs for this lease was $126,778 for the year ended December 31, 2014. The future minimum lease payments for this lease are as follows: Year Ending December 31,Amount 2015$126,778 2016126,778 2017126,778 2018105,649 Total$485,983 CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 B. Lease Revenue The City receives revenue from agreements for the lease of space above its water towers to communication companies. The space is used for antennas and other equipment necessary to provide radio communications. For accounting purposes, the leases are considered operating leases. Lease revenue for the year ended December 31, 2014, totaled $308,579. Terms of each lease are as follows: Next Annual Lease(passive) Annual LeaseRenewal Renewal TermFinal Lease Lessee / LocationAdjustment Factor*DateDurationDate T-Mobile - TH65 Tower #2Greater of 3% or CPI-U12/31/20165 Years31-Dec-16 TTM - Commons Tower #1Greater of 4% or CPI-U11/17/20195 Years17-Nov-34 TTM - TH65 Tower #2Greater of 4% or CPI-U11/17/20195 Years17-Nov-34 Clearwire - Commons Tower #1Greater of 4% or CPI-U2/22/20205 Years22-Feb-35 AT&T - Marion HillsGreater of 5% or CPI-U7/1/20155 Years1-Jul-25 T-Mobile - Commons Tower #1Greater of 2% or CPI-U up to 5%3/27/20205 Years28-Mar-30 Verizon - Commons Tower #13%6/6/20185 Years6-Jun-38 Clearwire - Marion HillsGreater of 4% or CPI-U2/22/20205 Years22-Feb-35 Clearwire - TH65 Tower #2Greater of 4% or CPI-U2/22/20205 Years22-Feb-35 T-Mobile - Marion HillsGreater of 2% or CPI-U up to 5%9/30/20165 Years30-Sep-21 Sprint - TH65 Tower #2Greater of 5% or CPI-U10/1/20155 Years1-Oct-25 Crown Castle - Well #13Greater of 5% or CPI-U11/6/20185 Years6-Nov-23 AT&T - Public Works GarageGreater of 5% or CPI-U11/30/20185 Years30-Nov-28 *Amounts for future lease receipts are unavailable because they are based on the Consumer Price Index. 15. Conduit Debt Obligation From time to time, the City has issued Industrial Revenue Bonds to provide financial assistance to private-sector entities for the acquisition and construction of 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 issuance. Neither the City, the State, nor any political subdivision thereof is obligated in any manner for repayment of the bonds. Accordingly, the bonds are not reported as liabilities in the accompanying financial statements. As of December 31, 2014, there were 32 series of Industrial Revenue Bonds issued. The aggregate principal amount payable for the eight series issued after July 1, 1995 is $22,255,578. The aggregate principal amount payable for the twenty-two series issued prior to July 1, 1995, could not be determined; however, their original issue amounts totaled $65.2 million. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 16. Deficit Fund Balances At December 31, 2014, individual funds with a deficit fund balance are as follows: Primary government: Non major Special Revenue Fund: Police Activity$97,712 Grant Management Component unit: Lake Pointe415,344 Gateway East629,738 Gateway West539,342 57th Avenue Redevelopment9,746 TIF #193,749 Gateway NorthEast3,199,850 #20 BAE32,220 #20 - BAE Hazardous Subs545,066 #22 Northstar11,119 17. Contingent Receivable In 1999, the HRA entered into an agreement with Medtronic for the sale of land from the HRA to Medtronic. The original principal amount of the receivable was $5,000,000 and the outstanding balance at December 31, 2014 is $3,967,316. Interest is added quarterly at a rate of 8.25%. Payments on the note receivable are made in an amount equal to 11.11% of tax increment note payments received by Medtronic through 2013, and 22.22% of tax increment note payments receivable from 2013 through 2026. In 2014, the HRA entered into an agreement with Cielo Partners LLC for the sale of land from the HRA to Cielo Partners LLC for the sum of $1.00. Per the agreement Cielo Partners LLC is to complete certain performance obligations to complete the site improvements. If these performance obligations are not met then Cielo Partners LLC will obligated to pay the HRA for an amount up to $1,700,000. The HRA feels that these obligations will be met and therefore has chosen not to record a receivable for the sale of land to Cielo Partners LLC. 18. Recently Issued Accounting Standards The Governmental Accounting Standards Boards (GASB) recently approved the following statements which were not implemented for these financial statements: Statement No. 68 Accounting and Financial Reporting for Pensions – an amendment of GASB Statement 27. The provisions of this Statement are effective for financial statements for periods beginning after June 15, 2014. Statement No. 68 requires governments providing defined benefit pensions to recognize their long-term obligation for pension benefits as a liability for the first time. CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2014 Statement No. 71 Pension Transition for Contributions Made Subsequent to the Measurement Date – an amendment of GASB Statement No. 68. The provisions of this Statement should be applied simultaneously with the provisions of Statement 68. Statement No. 72 Fair Value Measurement and Application. The provisions of this Statement are effective for financial statements for periods beginning after June 15, 2015. The effect these standards may have on future financial statements is not determinable at this time, but it is expected that Statements No. 68 and No. 71 will have a material impact. This page intentionally left blank REQUIRED SUPPLEMENTARY INFORMATION Exhibit B-1 Page 1 of 4 CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE - GENERAL FUND For The Year Ended December 31, 2014 With comparative actual amounts for the year ended December 31, 2013 2014 Variance with Final Budget - 2013 Budgeted AmountsActualPositiveActual OriginalFinalAmounts(Negative)Amounts Revenues: Taxes and special assessments: Current ad valorem taxes$10,053,992$10,054,000$10,110,812$56,8129,982,736 Delinquent ad valorem taxes-net of abatements50,00050,000(23,087)(73,087)(223,035) Penalties and interest25,00025,00023,302(1,698)27,588 Special assessments44,10036,40019,080(17,320)30,765 Total taxes and special assessments10,173,09210,165,40010,130,107(35,293)9,818,054 Licenses and permits: Licenses: Rental162,000193,000161,393(31,607)170,781 Business80,40084,40090,6016,20174,956 All other31,00031,00027,775(3,225)29,280 Permits601,800666,300619,728(46,572)583,293 Total licenses and permits875,200974,700899,497(75,203)858,310 Intergovernmental revenue: Federal grants32,30076,80081,0904,29057,373 State maintenance aid340,000405,400368,477(36,923)361,548 State credits - - - - (47) Local grants3,5003,5005,5922,0922,110 Other state grants40,200143,70012,923(130,777)33,715 Police and fire pension410,700415,700470,92055,220455,107 Total intergovernmental revenue826,7001,045,100939,002(106,098)909,806 Charges for services: General government1,567,9001,570,9001,478,890(92,010)1,438,486 Public safety314,210347,000352,8255,825381,745 Public works32,90029,3001,435(27,865)15,560 Community development12,20012,20041,20129,00118,684 Recreation219,500203,300215,41112,111224,943 Total charges for services2,146,7102,162,7002,089,762(72,938)2,079,418 Fines and forfeits163,000190,000179,484(10,516)180,815 Investment income: Interest and dividends65,00065,00093,40828,40882,066 Net change in the fair market value of investments - - 94,13594,135(115,992) Total investment income65,00065,000187,543122,543(33,926) Miscellaneous revenue: Insurance and other reimbursements84,00080,000112,48432,484106,732 Gambling tax56,00048,00055,6547,65457,788 Donations - 13,40016,9873,58732,230 Miscellaneous15,0001,80014,80713,00766,308 Total miscellaneous revenue155,000143,200199,93256,732263,058 Total revenues14,404,702 14,746,100 14,625,327 (120,773)14,075,535 Exhibit B-1 Page 2 of 4 CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE - GENERAL FUND For The Year Ended December 31, 2014 With comparative actual amounts for the year ended December 31, 2013 2014 Variance with Final Budget - 2013 Budgeted AmountsActualPositiveActual OriginalFinalAmounts(Negative)Amounts Expenditures: General government: City management: Mayor and council: Current: Personal services$98,543$98,700$98,409$291$96,391 Supplies and other charges31,19631,20029,7881,41227,807 Total mayor and council129,739129,900128,1971,703124,198 City manager: Current: Personal services239,333239,300260,897(21,597)175,401 Supplies and other charges102,477102,40064,09138,30981,976 Total city manager341,810341,700324,98816,712257,377 Human resources: Current: Personal services195,075195,100196,857(1,757)196,648 Supplies and other charges40,94111,3009,4601,8408,036 Total human resources236,016206,400206,31783204,684 Elections: Current: Personal services43,71950,10042,2927,808242 Supplies and other charges8,6068,6006,2552,3455,424 Total elections52,32558,70048,54710,1535,666 City clerk/records: Personal services92,44392,50095,031(2,531)110,425 Supplies and other charges20,61620,60013,7136,88738,254 Total city clerk/records113,059113,100108,7444,356148,679 Legal: Current: Supplies and other charges426,385426,400416,7019,699402,384 Total city management1,299,3341,276,2001,233,49442,7061,142,988 Finance: Accounting: Current: Personal services600,765600,700590,52510,175630,498 Supplies and other charges61,78969,90062,0867,81466,534 Total accounting662,554670,600652,61117,989697,032 Assessing: Current: Personal services245,445245,500244,1921,308203,163 Supplies and other charges8,61222,70020,3132,3874,214 Total assessing254,057268,200264,5053,695207,377 MIS: Current: Personal services218,152218,200219,657(1,457)222,318 Supplies and other charges55,94051,90051,8821835,208 Total MIS274,092270,100271,539(1,439)257,526 Total finance1,190,7031,208,9001,188,65520,2451,161,935 Nondepartmental: Current: Supplies and other charges27,60027,60012,41115,18912,722 Total nondepartmental27,60027,60012,41115,18912,722 Exhibit B-1 Page 3 of 4 CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE - GENERAL FUND For The Year Ended December 31, 2014 With comparative actual amounts for the year ended December 31, 2013 2014 Variance with Final Budget - 2013 Budgeted AmountsActualPositiveActual OriginalFinalAmounts(Negative)Amounts Expenditures: (continued) General government: (continued) Municipal center: Current: Personal services$20,493$20,600$22,474($1,874)$22,703 Supplies and other charges204,268204,300212,833(8,533)205,870 Total municipal center224,761224,900235,307(10,407)228,573 Total general government2,742,3982,737,6002,669,86767,7332,546,218 Public safety: Police: Police protection: Current: Personal services4,936,5094,985,3005,030,761(45,461)4,817,911 Supplies and other charges539,940584,800548,36936,431522,689 Capital outlay - - - - 9,991 Total police protection5,476,4495,570,1005,579,130(9,030)5,350,591 Civil defense: Current: Supplies and other charges20,10019,60011,6637,93720,044 Capital Outlay60,00060,00058,8351,165 - Total civil defense80,10079,60070,4989,10220,044 Total police5,556,5495,649,7005,649,628725,370,635 Fire: Fire protection: Current: Personal services1,089,1791,137,4001,136,8745261,005,149 Supplies and other charges165,436205,800206,174(374)166,243 Total fire protection1,254,6151,343,2001,343,0481521,171,392 Rental inspections: Current: Personal services149,920149,700157,677(7,977)117,593 Supplies and other charges25,17425,70022,6523,0486,622 Total rental inspections175,094175,400180,329(4,929)124,215 Total public safety6,986,2587,168,3007,173,005(4,705)6,666,242 Public works: Engineering: Current: Personal services598,488588,500501,67186,829504,147 Supplies and other charges66,11376,00097,376(21,376)58,830 Capital outlay - - 37,746(37,746)8,636 Total engineering664,601664,500636,79327,707562,977 Public works and parks: Current: Personal services1,693,8621,684,6001,689,248(4,648)1,698,387 Supplies and other charges934,058942,900952,524(9,624)1,005,289 Capital outlay - - - - 8,636 Total public works and parks2,627,9202,627,5002,641,772(14,272)2,712,312 Total public works3,292,5213,292,0003,278,56513,4353,275,289 Exhibit B-1 Page 4 of 4 CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE - GENERAL FUND For The Year Ended December 31, 2014 With comparative actual amounts for the year ended December 31, 2013 2014 Variance with Final Budget - 2013 Budgeted Amounts ActualPositiveActual OriginalFinalAmounts(Negative)Amounts Expenditures: (continued) Community development: Building inspection: Current: Personal services$272,657$272,700$267,331$5,369$273,954 Supplies and other charges70,634126,200124,5161,68463,437 Total building inspection343,291398,900391,8477,053337,391 Planning: Current: Personal services421,924454,600439,33415,266433,947 Supplies and other charges66,01766,10063,6042,49646,557 Total planning487,941520,700502,93817,762480,504 Total community development831,232919,600894,78524,815817,895 Parks and recreation: Current: Personal services626,917626,900599,76927,131589,946 Supplies and other charges270,118296,900276,98519,915257,801 Total parks and recreation897,035923,800876,75447,046847,747 Contingency: Current: Supplies and other charges120,000120,000 - 120,000 - Total expenditures14,869,44415,161,30014,892,976268,32414,153,391 Excess (deficiency) of revenues over (under) expenditures(464,742)(415,200)(267,649)147,551(77,856) Other financing sources (uses): Transfers in673,306673,300672,865(435)641,000 Transfers out(175,000)(175,000)(175,000) - (145,052) Total other financing sources498,306498,300497,865(435)495,948 Net change in fund balance$33,564$83,100230,216$147,116418,092 Fund balance - January 18,087,4147,669,322 Fund balance - December 31$8,317,630$8,087,414 This page intentionally left blank CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE NOTE TO RSI December 31, 2014 A. BUDGETS The General Fund budget is legally adopted on a basis consistent with accounting principles generally accepted in the United States of America. The legal level of budgetary control is at the expenditure category level. CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF FUNDING PROGRESS - RETIREE HEALTH PLAN For The Year Ended December 31, 2014 Unfunded ActuarialActuarialUAAL as a ActuarialActuarialAccruedAccruedFundedCoveredPercentage of ValuationValue of AssetsLiability (AAL)*Liability (UAAL)RatioPayrollCovered Payroll Date(a)(b)(b-a)(a/b)(c) ( (b-a) / c) January 1, 2014$ - $494,791$494,7910.0%$8,855,2965.6% January 1, 2011$ - $616,348$616,3480.0%$8,186,0317.5% January 1, 2008$ - $1,910,670$1,910,6700.0%$9,303,57620.5% *Using the projected unit credit actuarial cost method. Note, the first OPEB actuarial valuation was conducted as of January 1, 2008. There is no data available prior to the first valuation. COMBINING AND INDIVIDUAL FUND STATEMENTS AND SCHEDULES This page intentionally left blank NONMAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS A Special Revenue Fund accounts for revenues derived from specific taxes or other earmarked revenue sources. They are usually required by statute or local ordinance and/or resolution to finance particular functions, activities or governments. CAPITAL PROJECT FUNDS The Capital Project Funds are used to account for the resources expended to acquire permanent or long-term assets. Exhibit C-1 CITY OF FRIDLEY, MINNESOTA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS December 31, 2014 Total Nonmajor Governmental Special RevenueCapital ProjectFunds 20142013 Assets Cash and investments$1,662,295$4,587,303$6,249,598$1,731,268 Receivables: Accounts99,517 - 99,51795,349 Taxes7,7651597,92410,053 Special assessments - 90,74490,74447,559 Due from other governments74,7121,48076,192 - Total assets$1,844,28$4,679,68$6,523,97$1,884,22 9659 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable$43,283$60,303$103,586$57,232 Contracts payable - 69,76069,760 - Due to other governments599 - 599320 Due to other funds97,712 - 97,71297,712 Salaries payable26,109 - 26,10926,724 Unearned revenue17,579 - 17,57966,415 Total liabilities185,282130,063315,345248,403 Deferred inflows of resources: Unavailable revenue5,61076,95282,5626,308 Total deferred inflows of resources5,61076,95282,5626,308 Fund balance: Restricted158,885 - 158,885182,210 Committed1,592,224973,8772,566,1011,545,874 Assigned - 3,498,7943,498,794(98,566) Unassigned(97,712) - (97,712) - Total fund balance1,653,3974,472,6716,126,0681,629,518 Total liabilities, deferred inflows of resources, and fund balance$1,844,289$4,679,686$6,523,975$1,884,229 Exhibit C-2 CITY OF FRIDLEY, MINNESOTA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS For The Year Ended December 31, 2014 With comparative amounts for the year ended December 31, 2013 Special CapitalTotal Nonmajor RevenueProjectGovernmental Funds 20142013 Revenues: Taxes$336,374$175,070$511,444$318,634 25,25225,252 - Special assessments - Licenses and permits271,868 - 271,868265,325 Intergovernmental revenue267,8191,343,3001,611,119474,220 Charges for services400,57327,727428,300382,886 Fines and forfeits47,438 - 47,43837,379 Investment income: Interest and dividends16,37221,34637,71820,124 Net change in the fair value of investments20,48765,67086,157(35,683) Miscellaneous36,79477,690114,48426,284 Total revenues1,397,725 1,736,055 3,133,780 1,489,169 Expenditures: Current: General government754,061308,1281,062,189636,910 Public safety51,508 - 51,50863,235 Public works - 16,30716,307 - Parks and recreation401,792143,859545,651411,839 Capital outlay12,2551,181,1721,193,4271,186,422 Total expenditures1,219,6161,649,4662,869,0822,298,406 Excess (deficiency) of revenues over (under) expenditures178,109 86,589 264,698 (809,237) Other financing sources (uses): Proceeds from sale of capital assets - 36,83636,83635,679 Transfers in - 4,608,8714,608,87120,052 Transfers out(51,865)(6,844,620)(6,896,485) - Total other financing sources (uses)(51,865)(2,198,913)(2,250,778)55,731 Net change in fund balance126,244 (2,112,324)(1,986,080)(753,506) Fund balance - January 11,527,1536,584,9958,112,1482,383,024 Fund balance - December 31$4,472,671$6,126,068$1,629,518 $1,653,397 Reconciliation of beginning fund balance to prior year ending fund balance: Prior year ending fund balance reported above$1,629,518 Add prior year ending fund balance for funds reported as major in prior year and nonmajor in current year: Special Assessment Construction Capital Projects579,070 Capital Improvements5,903,560 Current year beginning fund balance$8,112,148 NONMAJOR SPECIAL REVENUE FUNDS Special Revenue Funds are used to account for revenues derived from specific taxes or other earmarked revenue sources. They are usually required by statute, charter provision or local ordinance to finance particular governmental functions or activities. Cable TV Fund - This fund receives revenues from the issuance of a franchise agreement with the cable TV provider. These revenues are used for the operation and maintenance of a government access channel. Grant Management Fund – This fund administers grants received from a variety of intergovernmental agencies, which the amounts are restricted. In most cases, grant funds are provided on a reimbursement basis following proper documentation of expenditures, however, in some cases the money is provided in advance to spend on specific activities outlined in the grant. Solid Waste Abatement Fund - This fund receives grants, recycling fees and yard waste fees. These revenues finance the City’s curbside recycling pickup and operation of the yard waste transfer site. Drug and Gambling Forfeiture Fund - This fund receives forfeited property in connection with illegal gambling or drug activity. Pursuant to Minnesota Statutes, the proceeds are disbursed between the investigating agency and the prosecuting agency. Police Activity Fund - This fund is used to track the revenue and expenditures of externally funded police positions. Springbrook Nature Center Fund - This fund was established in 2005 after a $275,000 referendum supporting the Springbrook Nature Center was approved by the voters in November of 2004. The revenues from the annual levy are used for the on-going operation of the nature center and the capital improvement projects required in the park. CITY OF FRIDLEY, MINNESOTA SUBCOMBINING BALANCE SHEET NONMAJOR SPECIAL REVENUE FUNDS December 31, 2014 GrantSolid Waste AssetsCable TVManagementAbatement Cash and investments$1,405,380$10,548$24,387 Receivables: Accounts69,10669429,717 Taxes - - - Due from other governments - 16,11858,594 Total assets$1,474,486$27,360$112,698 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable$6,426$8,420$23,112 Due to other governments - - - Due to other funds - - - Salaries payable7,0971,3612,842 Unearned revenue - 17,579 - Total liabilities13,52327,36025,954 Deferred inflows of resources: Unavailable revenue - - - Total deferred inflows of resources - - - Fund balance: Restricted72,640 - - Committed1,388,323 - 86,744 Unassigned - - - Total fund balance1,460,963086,744 Total liabilities, deferred inflows of resources, and fund balance$1,474,486$27,360$112,698 Exhibit C-3 Drug and Gambling Springbrook Nature ForfeiturePolice ActivityCenter Totals Nonmajor Special Revenue Funds 20142013 $88,059$ - $133,921$1,662,295$1,628,903 - - - 99,51795,349 - - 7,7657,76510,053 - - - 74,71247,559 $88,059$0$141,686$1,844,289$1,781,864 $1,814$ - $3,511$43,283$57,232 - - 599599320 - 97,712 - 97,71297,712 - - 14,80926,10926,724 - - - 17,57966,415 1,81497,71218,919185,282248,403 - - 5,6105,6106,308 - - 5,6105,6106,308 86,245 - - 158,885182,210 - - 117,1571,592,2241,443,509 - (97,712) - (97,712)(98,566) 86,245(97,712)117,1571,653,3971,527,153 $88,059$0$141,686$1,844,289$1,781,864 CITY OF FRIDLEY, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR SPECIAL REVENUE FUNDS For The Year Ended December 31, 2014 With comparative totals for the year ended December 31, 2013 GrantSolid Waste Cable TVManagementAbatement Revenues: Taxes$ - $ - $ - Licenses and permits271,868 - - Intergovernmental revenue - 187,13180,688 Charges for services1,055 - 287,421 Fines and forfeits - - - Investment income: Interest and dividends16,087 - - Net change in the fair value of investments20,181 - - Miscellaneous - 6,26721,352 Total revenues309,191193,398389,461 Expenditures: Current: General government232,082140,679381,300 Public safety - - - Parks and recreation - - - Capital outlay - - - Total expenditures232,082140,679381,300 Excess (deficiency) of revenues over (under) expenditures77,10952,7198,161 Other financing sources (uses): Transfers in - - - Transfers out - (51,865) - Total other financing sources (uses)0(51,865)0 Net change in fund balance77,1098548,161 Fund balance - January 11,383,854(854)78,583 Fund balance - December 31$1,460,963$0$86,744 Exhibit C-4 Drug and GamblingSpringbrook ForfeiturePolice ActivityNature Center Totals Nonmajor Special Revenue Funds 20142013 $ - $ - $336,374$336,374$318,634 - - - 271,868265,325 - - - 267,819180,720 - - 112,097400,573382,886 47,438 - - 47,43837,379 - - 28516,37212,293 - - 30620,487(25,401) - - 9,17536,79418,488 47,4380458,2371,397,7251,190,324 - - - 754,061636,910 51,508 - - 51,50863,235 - - 401,792401,792411,839 12,255 - - 12,25560,980 63,7630401,7921,219,6161,172,964 (16,325)056,445178,10917,360 - - - - 20,052 - - - (51,865) - 000(51,865)20,052 (16,325)056,445126,24437,412 102,570(97,712)60,7121,527,1531,489,741 $86,245($97,712)$117,157$1,653,397$1,527,153 This page intentionally left blank NONMAJOR CAPITAL PROJECT FUNDS The Special Assessment Construction Capital Projects Fund - is established to account for the construction of public improvements, such as residential streets, sidewalks, and storm sewers or for the provision of services that are to be paid primarily by the benefited property owner. Building Improvements Fund - is established to account for repair or replacement of major buildings or building related improvements. Park Improvements Fund - is established to account for repair or replacement of park equipment or park related improvements. Information System Improvement Fund- is established to account for the purchase of new equipment and replacement equipment such as computers, local area and wide area network equipment, printers, peripheral devices, telecommunications improvements, copiers and software. The Capital Improvement Fund - is established to provide special accounting for bond proceeds, grants and contributions designated for the acquisition of capital assets. The Capital Equipment Fund - is used to account for the purchase and repair of major capital equipment. CITY OF FRIDLEY, MINNESOTA SUBCOMBINING BALANCE SHEET NONMAJOR CAPITAL PROJECT FUNDS December 31, 2014 Special AssessmentBuildingPark AssetsConstructionImprovementsImprovements Cash and investments$600,579$1,403,894$1,827,680 Receivables: Taxes - - 159 Special assessments90,744 - - Due from other governments1,480 - - Total assets$692,803$1,403,894$1,827,839 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable$ - $6,634$12,180 Contracts payable24,400 - 45,360 Total liabilities24,4006,63457,540 Deferred inflows of resources: Unavailable revenue76,793 - 159 Total deferred inflows of resources76,793 - 159 Fund balance: Committed591,610 - - Assigned - 1,397,2601,770,140 Total fund balance591,6101,397,2601,770,140 Total liabilities, deferred inflows of resources, and fund balance$692,803$1,403,894$1,827,839 Exhibit C-5 Information System ImprovementCapital Equipment Totals Nonmajor Capital Project Funds 20142013 $357,301$397,849$4,587,303$102,365 - - 159 - - - 90,744 - - - 1,480 - $357,301$397,849$4,679,686$102,365 $25,907$15,582$60,303$ - - - 69,760 - 25,90715,582130,0630 - - 76,952 - - - 76,952 - - 382,267973,877102,365 331,394 - 3,498,794 - 331,394382,2674,472,671102,365 $357,301$397,849$4,679,686$102,365 CITY OF FRIDLEY, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR CAPITAL PROJECT FUNDS For The Year Ended December 31, 2014 With comparative totals for the year ended December 31, 2013 Special Assessment ConstructionBuildingPark Capital ProjectsImprovementsImprovements Revenues: Taxes$ - $ - $70 Special assessments25,252 - - Intergovernmental revenue132,274500,000100,000 Charges for services21,877 - 3,750 Investment income: Interest and dividends4836,57010,549 Net change in the fair value of investments1,39515,79232,410 Miscellaneous - - - Total revenues181,281522,362146,779 Expenditures: Current: General government73,16491,304 - Public works16,307 - - Parks and recreation - - 143,859 Capital outlay149,85792,12635,545 Total expenditures239,328183,430179,404 Excess (deficiency) of revenues over (under) expenditures(58,047)338,932(32,625) Other financing sources (uses): Proceeds from sale of capital assets - - - Transfers in941,0601,058,3281,873,352 Transfers out(870,473) - (70,587) Total other financing sources (uses)70,5871,058,3281,802,765 Net change in fund balance12,5401,397,2601,770,140 Fund balance - January 1579,070 - - Fund balance - December 31$591,610$1,397,260$1,770,140 Exhibit C-6 Information SystemCapital ImprovementImprovementsCapital Equipment Totals Nonmajor Capital Project Funds 20142013 $ - $ - $175,000$175,070$ - - - - 25,252 - - - 611,0261,343,300293,500 2,100 - - 27,727 - 2,445 - 1,29921,3467,831 6,297 - 9,77665,670(10,282) 77,690 - - 77,6907,796 88,5320797,1011,736,055298,845 143,660 - - 308,128 - - - - 16,307 - - - - 143,859 - 329,609 - 574,0351,181,1721,125,442 473,2690574,0351,649,4661,125,442 (384,737)0223,06686,589(826,597) - - 36,83636,83635,679 716,131 - 20,0004,608,871 - - (5,903,560) - (6,844,620) - 716,131(5,903,560)56,836(2,198,913)35,679 331,394(5,903,560)279,902(2,112,324)(790,918) - 5,903,560102,3656,584,995893,283 $331,394$0$382,267$4,472,671$102,365 Reconciliation of beginning fund balance to prior year ending fund balance: Prior year ending fund balance reported above$102,365 Add prior year ending fund balance for funds reported as major in prior year and nonmajor in current year: Special Assessment Construction Capital Projects579,070 Capital Improvements5,903,560 Current year beginning fund balance$6,584,995 This page intentionally left blank INDIVIDUAL BUDGET TO ACTUAL STATEMENTS SPECIAL REVENUE FUNDS Exhibit D-1 CITY OF FRIDLEY, MINNESOTA SPECIAL REVENUE FUND - CABLE TV FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL For The Year Ended December 31, 2014 With comparative actual amounts for the year ended December 31, 2013 20142013 Budgeted AmountsActualActual OriginalFinalAmountsAmounts Revenues: Licenses - franchise fee$272,000$273,000$271,868$265,325 Charges for services8007001,055700 Investment income: Interest and dividends15,00010,00016,08711,358 Net change in the fair value of investments - - 20,181(24,975) Total revenues287,800 283,700 309,191 252,408 Expenditures: Current: General government: Personal services183,698194,300193,187152,008 Supplies and other charges19,21540,00038,89518,812 Total expenditures202,913 234,300 232,082 170,820 Excess (deficiency) of revenues over (under) expenditures$84,887$49,40077,10981,588 Fund balance - January 11,383,8541,302,266 Fund balance - December 31$1,460,963$1,383,854 Exhibit D-2 CITY OF FRIDLEY, MINNESOTA SPECIAL REVENUE FUND - SPRINGBROOK NATURE CENTER FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL For The Year Ended December 31, 2014 With comparative actual amounts for the year ended December 31, 2013 20142013 Budgeted AmountsActualActual OriginalFinalAmountsAmounts Revenues: Taxes$339,300$339,300$336,374$318,634 Intergovernmental revenue: Local grant - - - 3,263 Charges for service94,20089,200112,097101,144 Investment income: Interest and dividends - - 285935 Net change in the fair value of investments - - 306(426) Miscellaneous - 9,0009,17510,110 Total revenues433,500437,500458,237433,660 Expenditures: Current: Parks, recreation and naturalist Personal services325,275325,400327,738334,127 Supplies and other charges83,62292,40074,05477,712 Capital outlay - - - 60,980 Total expenditures408,897 417,800 401,792 472,819 Excess (deficiency) of revenues over (under) expenditures$24,603$19,70056,445(39,159) Fund balance - January 160,71299,871 Fund balance - December 31$117,157$60,712 Exhibit D-3 CITY OF FRIDLEY, MINNESOTA SPECIAL REVENUE FUND - GRANT MANAGEMENT FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL For The Year Ended December 31, 2014 With comparative actual amounts for the year ended December 31, 2013 2014 2013 Budgeted AmountsActualActual OriginalFinalAmountsAmounts Revenues: Intergovernmental: Federal grants$79,306$74,500$74,754$103,529 State grants - 112,400112,3779,889 Miscellaneous3,0148,3006,267305 Total revenues82,320 195,200 193,398 113,723 Expenditures: Current: Community development: Personal services24,56426,40024,502101,828 Supplies and other charges3,450116,000116,17712,749 Total expenditures28,014 142,400 140,679 114,577 Excess (deficiency) of revenues over (under) expenditures54,30652,80052,719(854) Other financing sources: Transfers out(54,306)(51,900)(51,865) - Net change in fund balance$0$900854 (854) Fund balance - January 1(854) - Fund balance - December 31$0($854) Exhibit D-4 CITY OF FRIDLEY, MINNESOTA SPECIAL REVENUE FUND - SOLID WASTE ABATEMENT FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL For The Year Ended December 31, 2014 With comparative actual amounts for the year ended December 31, 2013 20142013 Budgeted AmountsActualActual OriginalFinalAmountsAmounts Revenues: Intergovernmental revenue: State$75,000$76,000$80,688$64,039 Charges for services281,279300,400287,421281,042 Miscellaneous3,3007,30021,3527,573 Total revenues359,579 383,700 389,461 352,654 Expenditures: Current: General government: Personal services66,72954,30055,70750,796 Supplies and other charges308,887334,200325,593300,717 Total expenditures375,616 388,500 381,300 351,513 Excess (deficiency) of revenues over (under) expenditures(16,037)(4,800)8,1611,141 Other financing sources: Transfers in - - - 20,052 Net change in fund balance($16,037)($4,800)8,16121,193 Fund balance - January 178,58357,390 Fund balance - December 31$86,744$78,583 This page intentionally left blank INTERNAL SERVICE FUNDS Internal Service Funds are used to account for goods and services that are provided on a cost reimbursement or fee basis to departments or agencies within the City. These funds are essential for segregating costs for determining the total cost of providing a service and for assuring that the goods and services provided are properly utilized. These funds are accounted for on a capital maintenance measurement focus and use the accrual basis of accounting. Employee Benefits Fund – This fund is used to account for the expenses associated with providing fringe benefits for employees. Self-Insurance Fund – This fund is used to account for all revenues and expenses associated with the $50,000 deductible in the City’s general liability policy. Information Systems Fund – This fund is used to account for all revenues and expenses associated with maintaining and upgrading the City’s computerized information systems. Exhibit E-1 CITY OF FRIDLEY, MINNESOTA COMBINING STATEMENT OF NET POSITION INTERNAL SERVICE FUNDS December 31, 2014 With comparative totals for December 31, 2013 EmployeeSelfInformation BenefitsInsuranceSystems Totals Assets:20142013 Current assets: Cash and investments$1,222,461$1,351,494$ - $2,573,955$3,019,699 Accounts receivable - - - - 8,822 Due from component unit69 - - 692,427 Due from other governments - 506 - 506 - Total current assets1,222,5301,352,00002,574,5303,030,948 Capital assets, at cost: Machinery and equipment - - - - 1,471,090 Less: accumulated depreciation - - - - (1,194,594) Net capital assets0000276,496 Total assets1,222,5301,352,00002,574,5303,307,444 Liabilities: Current liabilities: Accounts payable180172 - 3527,482 Due to other governments - - - - 999 Payroll deductions payable116,24121 - 116,26297,991 Compensated absences payable - current portion846,137 - - 846,137776,529 Total current liabilities962,5581930962,751883,001 Noncurrent liabilities: Compensated absences payable189,286 - - 189,286186,431 Total liabilities1,151,84419301,152,0371,069,432 Net position: Net investment in capital assets - - - - 276,496 Unrestricted70,6861,351,807 - 1,422,4931,961,516 Total net position$70,686$1,351,807$0$1,422,493$2,238,012 Exhibit E-2 CITY OF FRIDLEY, MINNESOTA COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION INTERNAL SERVICE FUNDS For The Year Ended December 31, 2014 With comparative totals for the year ended December 31, 2013 EmployeeSelfInformationIntra-Activity BenefitsInsuranceSystemsEliminations Totals 20142013 Operating revenues: Charges for services$76,751$170,503$ - $ - $247,254$213,335 Operating expenses: Personal services78,006 - - - 78,00667,207 Supplies and other charges1,722247,385 - - 249,107227,482 Depreciation - - - - - 147,354 Total operating expenses79,728247,38500327,113442,043 Operating income (loss)(2,977)(76,882)00(79,859)(228,708) Nonoperating revenues: Investment income: Interest and dividends12,95815,671 - - 28,62925,424 Net change in the fair value of investment19,00621,531 - - 40,537(56,772) s Insurance reimbursement - 12,801 - - 12,8018,889 Total nonoperating revenues31,96450,0030081,967(22,459) Income (loss) before transfers28,987(26,879)002,108(251,167) Other financing sources (uses): Loss on disposal of capital assets - - (276,496) - (276,496) - Transfers in - - - - - 125,000 Transfers out - - (541,131) - (541,131) - Total other financing sources (uses) - - (817,627) - (817,627)125,000 Change in net position28,987(26,879)(817,627)0(815,519)(126,167) Net position - January 141,6991,378,686817,627 - 2,238,0122,364,179 Net position - December 31$70,686$1,351,807$0$0$1,422,493$2,238,012 Exhibit E-3 CITY OF FRIDLEY, MINNESOTA COMBINING STATEMENT OF CASH FLOWS INTERNAL SERVICE FUNDS For The Year Ended December 31, 2014 With comparative totals for the year ended December 31, 2013 EmployeeSelfInformation BenefitsInsuranceSystems Totals 20142013 Cash flows from operating activities: Receipts from interfund services provided$79,109$178,819$ - $257,928$202,155 Payment to suppliers(1,943)(253,125)(2,147)(257,215)(222,192) Payment to employees12,707 - - 12,707(69,222) Net cash flows from operating activities89,873(74,306)(2,147)13,420(89,259) Cash flows from noncapital financing activities: Transfer in - - - - 250,000 Transfer out - - (541,131)(541,131)(125,000) Net cash flows from noncapital financing activties00(541,131)(541,131)125,000 Cash flows from capital and related financing activities: Acquisition of capital assets - - - - (72,617) Insurance reimbursement - 12,801 - 12,8018,889 Net cash flows from capital and and related financing activities 012,801012,801(63,728) Cash flows from investing activities: Investment income31,96437,202 - 69,166(31,348) Net increase (decrease) in cash and cash equivalents121,837(24,303)(543,278)(445,744)(59,335) Cash and cash equivalents - January 11,100,6241,375,797543,2783,019,6993,079,034 Cash and cash equivalents - December 31$1,222,461 $1,351,494 $0 $2,573,955 $3,019,699 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) ($2,977)($76,882)$ - ($79,859)($228,708) Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Depreciation - - - - 147,354 Changes in assets and liabilities: Decrease (increase) in receivables2,3588,316 - 10,674(11,180) Increase (decrease) in payables90,492(5,740)(2,147)82,6053,275 Total adjustments92,850 2,576 (2,147)93,279 139,449 Net cash provided by operating activities$89,873($74,306)($2,147)$13,420($89,259) HOUSING AND REDEVELOPMENT AUTHORITY COMPONENT UNIT CITY OF FRIDLEY, MINNESOTA BALANCE SHEET - GOVERNMENTAL FUNDS HOUSING AND REDEVELOPMENT AUTHORITY December 31, 2014 GeneralHousing LoanLake PointeOnan Assets Cash and investments$5,903,368$2,026,739$201,692$53,745 Receivables: Accounts67,935 - - - Taxes8,058 -4535,269 Mortgage: Deferred - 1,007,194 - - Allowance for uncollectible accounts -(74,427) - - Interest44,933 - - - Due from other funds5,546,931 - - - Prepaid expenses245 - - - Land held for resale3,436,605 -87,750 - Total assets$15,008,075$2,959,506$289,895$59,014 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable$ - $393$291,773$ - Due to primary government1,566,054 - - - Due to other funds - - 325,303 - Total liabilities1,566,054393617,0760 Deferred inflows of resources: Unavailable revenue3,443,015 - 88,1634,606 Total deferred inflows of resources3,443,015 - 88,1634,606 Fund balance (deficit): Nonspendable245932,767 - - Restricted - - - 54,408 Committed - 2,026,346 - - Unassigned9,998,761 - (415,344) - Total fund balance (deficit)9,999,0062,959,113(415,344)54,408 Total liabilities, deferred inflows of resources, and fund balance$15,008,075$2,959,506$289,895$59,014 Exhibit F-1 Housing#20A-BAEOther ReplacementGatewayHazardousGovernmentalIntra - Activity Gateway West#1NorthEast #20 BAESubsFundsEliminationsTotals Governmental Funds 20142013 $40,767$57,134$188,323$780$950$498,381$ - $8,971,879$9,896,629 - - - - - - - 67,93550,543 - - - - 1,2211,643 - 16,64416,953 - - - - - - - - 1,007,194955,065 - - - - - - - (74,427)(55,164) - - - - - - - 44,93358,633 - - - - - - (5,546,931) - 7,005,931 - - - - - - - 245750 38,160349,334 - - - - - 3,911,8493,547,925 $78,927$406,468$188,323$780$2,171$500,024($5,546,931)$13,946,252$21,477,265 $ - $318$ - $ - $646$43,740$ - $336,870$373,833 - - - - - - - 1,566,054125,431 580,109 - 3,388,17333,000545,933674,413(5,546,931) - 7,005,931 580,1093183,388,17333,000546,579718,153(5,546,931)1,902,9247,505,195 38,160349,334 - - 658241 - 3,924,1773,564,878 38,160349,334 - - 658241 - 3,924,1773,564,878 - - - - - - - 933,012900,651 - 56,816 - - - 435,982 - 547,2061,264,931 - - - - - - - 2,026,3463,027,312 (539,342) - (3,199,850)(32,220)(545,066)(654,352) - 4,612,5875,214,298 (539,342)56,816(3,199,850)(32,220)(545,066)(218,370)08,119,15110,407,192 $78,927$406,468$188,323$780$2,171$500,024($5,546,931)$13,946,252$21,477,265 Fund balance reported above$8,119,151$10,407,192 Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activities are not financial resources, and therefore, are not reported in the funds2,023,5112,023,511 Other long-term assets are not available to pay for current-period expenditures and, therefore, reported as unavailable revenue3,924,1773,564,878 Net position of governmental activities$14,066,839$15,995,581 CITY OF FRIDLEY, MINNESOTA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS HOUSING AND REDEVELOPMENT AUTHORITY For The Year Ended December 31, 2014 With comparative totals for the year ended December 31, 2013 GeneralHousing LoanLake PointeOnanGateway West Revenues: Tax increment$ - $ - $650,497$288,673$8,171 Property taxes380,010 - - - - Investment income: Interest and dividends23,56121,749 - 6,041604 Net change in the fair value of investments9,87212,2651,0375,683413 Mortgage interest earnings - 37,154 - - - Rental9,600 - - - - Intergovernmental1,531,35311,696 - - - Sale of real estate129,609 - - - 87,318 Miscellaneous124,75611,708 - - - Total revenues2,208,76194,572651,534300,39796,506 Expenditures: Personal services138,846 - - - - Supplies and other charges335,13163,42235,69330,9814,642 Capital outlay2,627,917 - - - - Developer assistance1,531,353 - 583,299 - - Interest expense4,375 - - - - Total expenditures4,637,62263,422618,99230,9814,642 Excess (deficiency) of revenues over (under) expenditures(2,428,861)31,15032,542269,41691,864 Other financing sources: Transfers in1,000,000 - - - - Transfers out - (1,000,000) - (1,000,000) - Total other financing sources (uses)1,000,000(1,000,000)0(1,000,000)0 Net change in fund balance(1,428,861)(968,850)32,542(730,584)91,864 Fund balance (deficit) - January 111,427,8673,927,963(447,886)784,992(631,206) Fund balance (deficit) - December 31$9,999,006$2,959,113($415,344)$54,408($539,342) Exhibit F-2 Housing#20A-BAEOther ReplacementGatewayHazardousGovernmentalIntra-Activity #1NorthEast #20 BAESubsFundsElminations Totals Governmental Funds 20142013 $22,510$ - $ - $350,173$253,139$ - $1,573,163$998,241 - - - - - - 380,010373,036 4,8331,208 - - 2,416 - 60,41246,564 2,7837,568 - - 1,651 - 41,272(51,864) - - - - - - 37,15440,214 - - - - - - 9,6009,603 - - - - - - 1,543,049 - 64,360 - - - - - 281,287278,737 - - - - - - 136,464139,898 94,4868,7760350,173257,20604,062,4111,834,429 - - - - - - 138,846122,629 18,89877,914 - 68,16338,072 - 672,916646,384 162,910 - - - - - 2,790,827726,117 - - - 540,94487,892 - 2,743,488729,786 - - - - - - 4,375 - 181,80877,9140609,107125,96406,350,4522,224,916 (87,322)(69,138)0(258,934)131,2420(2,288,041)(390,487) - 1,000,000 - - - (1,000,000)1,000,000 - - - - - - 1,000,000(1,000,000) - 01,000,000000000 (87,322)930,862 - (258,934)131,242 - (2,288,041)(390,487) 144,138(4,130,712)(32,220)(286,132)(349,612) - 10,407,19210,797,679 $56,816($3,199,850)($32,220)($545,066)($218,370)$0$8,119,151$10,407,192 Amounts reported for governmental activities in the statement of activities (Exhibit A-2) are different because: Net changes in fund balances - total above($2,288,041)($390,487) Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds.359,299166,922 Changes in net position of governmental activities (Exhibit A-2)($1,928,742)($223,565) CITY OF FRIDLEY, MINNESOTA SUBCOMBINING BALANCE SHEET NONMAJOR CAPITAL PROJECT FUNDS HOUSING AND REDEVELOPMENT AUTHORITY December 31, 2014 With comparative totals for December 31, 2013 GatewayUniversity / McGlynn EastOsborneBakeries Assets Cash and investments$11,915$237,586$96,061 Taxes receivable - 92 - Total assets$11,915$237,678$96,061 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable$ - $ - $ - Due to other funds641,653 - - Total liabilities641,653 0 0 Deferred inflows of resources: Unavailable revenue - 59 - Total deferred inflows of resources0 59 0 Fund balance (deficit): Restricted - 237,61996,061 Unassigned(629,738) - - Total fund balance (deficit)(629,738)237,619 96,061 Total liabilities, deferred inflows of resources, and fund balance$11,915$237,678$96,061 Exhibit F-3 Satellite Lane 57th Avenue Total Nonmajor Capital Project Apts.RedevelopmentTIF #19#22 Northstar Funds 20142013 $101,021$10,999$39,918$881$498,381$400,247 1,29244215 - 1,6432,324 $102,313$11,043$40,133$881$500,024$402,571 $ - $ - $43,740$ - $43,740$45,446 - 20,760 - 12,000674,413704,413 0 20,760 43,740 12,000 718,153 749,859 1129142 - 2412,324 11 29 142 0 241 2,324 102,302 - - - 435,982335,801 - (9,746)(3,749)(11,119)(654,352)(685,413) 102,302 (9,746)(3,749)(11,119)(218,370)(349,612) $102,313$11,043$40,133$881$500,024$402,571 CITY OF FRIDLEY, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE NONMAJOR CAPITAL PROJECT FUNDS HOUSING AND REDEVELOPMENT AUTHORITY For The Year Ended December 31, 2014 With comparative totals for the year ended December 31, 2013 University / McGlynn Gateway EastOsborneBakeries Revenues: Tax increment$23,106$49,869$26,236 Investment income: Interest and dividends - 1,208604 Net change in the fair value of investments - 825413 Total revenues23,10651,90227,253 Expenditures: Personal services - - - Supplies and other charges3,2976,1133,642 Developer assistance - - - Capital outlay - - - Total expenditures3,2976,1133,642 Excess (deficiency) of revenues over (under) expenditures19,80945,78923,611 Fund balance (deficit) - January 1(649,547)191,83072,450 Fund balance (deficit) - December 31($629,738)$237,619$96,061 Exhibit F-4 Satellite Lane 57th Avenue Totals Nonmajor Capital Project Apts.Redevelopment#22 Northstar TIF #19Funds 20142013 $34,148$21,656$98,124$ - $253,139$271,448 604 - - - 2,4161,339 413 - - - 1,651(2,075) 35,16521,65698,1240257,206270,712 - - - - - - 4,3842,72310,6357,27838,07279,086 - - 87,892 - 87,89291,651 - - - - - - 4,3842,72398,5277,278125,964170,737 30,78118,933(403)(7,278)131,24299,975 71,521(28,679)(3,346)(3,841)(349,612)(449,587) $102,302($9,746)($3,749)($11,119)($218,370)($349,612) This page intentionally left blank AGENCY FUNDS Agency Funds account for assets held by a governmental unit in a trustee capacity or as an agent for individuals, private organizations, other governmental units, and/or other funds. Exhibit G-1 CITY OF FRIDLEY, MINNESOTA STATEMENT OF CHANGES IN ASSETS AND LIABILITIES AGENCY FUND For The Year Ended December 31, 2014 BalanceBalance January 1,December 31, 2014AdditionsDeletions2014 Hotel/Motel Tax Assets: Cash and investments$ - $53,230$49,694$3,536 Receivables: Accounts3,0991641393,124 Total assets$3,099$53,394$49,833$6,660 Liabilities: Due to other governments$3,099$56,167$52,606$6,660 Statistical Section (Unaudited) This part of the City of Fridley's statistical's comprehensive annual financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the City's overall financial health. ContentsPage Financial Trends138 These schedules contain trend information to help the reader understand how the City's financial performance and well-being have changed over time. Revenue Capacity148 These schedules contain information to help the reader assess the factors affecting the City's ability to generate its property tax. Debt Capacity153 These schedules present information to help the reader assess the affordability of the City's current levels of outstanding debt and the City's ability to issue additional debt in the future. Demographic and Economic Information160 These schedules offer demographic and economic indicators to help the reader understand the environment within which the City's financial activities take place and to help make comparisons over time and with other governments. Operating Information164 These schedules contain information about the City's operations and resources to help the reader understand how the City's financial information relates to the services the City provides and the activities it performs. Sources: Unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports for the relevant year. The City implemented Statement 34 in 2003; the City has chosen to provide information for that year forward. Ultimately, these schedules will contain information for the last ten years. CITY OF FRIDLEY, MINNESOTA NET POSITION BY COMPONENT Last ten fiscal years (Accrual Basis of Accounting) 200520062007 Governmental activities: Net investment in capital assets$18,458,113$18,635,605$18,245,265 Restricted 1,540,531 1,591,936 1,711,255 Unrestricted 13,331,115 15,140,831 17,244,490 Total governmental activities net position$33,329,759$35,368,372$37,201,010 Business-type activities: Net investment in capital assets$16,454,772$17,354,621$16,951,085 Restricted - - - Unrestricted9,258,9847,955,4267,722,458 Total business-type activities net position$25,713,756$25,310,047$24,673,543 Primary government: Net investment in capital assets$34,912,885$35,990,226$35,196,350 Restricted 1,540,531 1,591,936 1,711,255 Unrestricted 22,590,099 23,096,257 24,966,948 Total primary government net position$59,043,515$60,678,419$61,874,553 Table 1 2008200920102011201220132014 $17,490,936$16,141,958$15,546,219$14,554,639$14,139,656$13,842,497$14,186,359 2,790,2202,193,410 3,401,776 3,392,382 3,294,952 3,050,204 2,673,982 20,276,25218,845,006 21,293,470 23,020,467 $24,238,798$24,551,730$25,321,659 $38,529,352$39,208,430$40,241,465$40,967,488$41,673,406$41,444,431$42,182,000 $16,381,443$15,036,932$15,105,503$14,342,934$13,560,980$12,910,117$13,053,816 - - - - - - - 7,869,1858,308,0787,647,8487,387,6348,235,9488,417,0858,727,382 $24,250,628$23,345,010$22,753,351$21,730,568$21,796,928$21,327,202$21,781,198 $33,872,379$31,178,890$30,651,722$28,897,573$27,700,636$26,752,614$27,240,175 2,790,2202,193,410 3,401,776 3,392,382 3,294,952 3,050,2042,673,982 28,584,33026,714,191 28,941,318 30,408,101 32,474,746 32,968,81534,049,041 $62,779,980$62,553,440$62,994,816$62,698,056$63,470,334$62,771,633$63,963,198 CITY OF FRIDLEY, MINNESOTA CHANGES IN NET POSITION Last ten fiscal years (Accrual basis of accounting) 200520062007 Expenses Governmental activities: General government$4,448,175$4,177,829$4,074,480 Public safety5,514,3306,023,3356,260,806 Public works4,105,8603,868,5174,208,765 Community development793,8361,118,661863,850 Parks and recreation 767,5991,147,9661,312,502 Interest on long-term debt443,533397,036416,850 Total governmental activities expenses16,073,33316,733,34417,137,253 Business-type activities: Liquor4,919,4584,793,4194,920,511 Water2,070,0322,138,3712,279,034 Sanitary sewer3,570,1133,629,3613,798,053 Storm water320,596331,039381,944 Total business-type activities expenses10,880,19910,892,19011,379,542 Total primary government expenses$26,953,532$27,625,534$28,516,795 Program revenues Governmental activities: Charges for services: General government$1,263,265 1,443,361$1,468,699 Public safety$569,993 609,721709,209 Public works$189,766 197,96849,399 Community Development$599,870 470,733656,674 Parks and recreation $331,298 346,382381,432 Operating grants and contributions1,121,7261,304,510930,593 Capital grants and contributions1,657,1061,919,108834,748 Total governmental activities program revenues5,733,0246,291,7835,030,754 Business-type activities: Charges for services: Liquor5,283,2295,136,0295,252,910 Water1,771,8461,929,5731,990,047 Sanitary sewer3,299,9573,345,0173,461,615 Storm water384,860391,032392,016 Operating grants and contributions600514 - Capital grants and contributions - - - Total business-type activities program revenues10,740,49210,802,16511,096,588 Total primary government program revenues$16,473,516$17,093,948$16,127,342 Table 2 Page 1 of 2 2008200920102011201220132014 $3,646,436$3,324,698$3,272,470$3,321,402$3,155,983$3,434,479$4,092,123 6,774,6106,847,5716,756,6986,720,6416,999,5547,101,3317,570,322 4,771,7485,065,1785,916,7765,023,0805,420,2715,928,3315,959,595 1,479,4551,036,549966,909973,198880,414935,716898,455 1,303,0631,605,3061,521,1061,387,1331,355,5711,456,8411,513,135 377,884342,555268,892263,075232,318218,610179,420 18,353,19618,221,85718,702,85117,688,52918,044,11119,075,30820,213,050 4,937,7764,654,8114,542,1804,568,2824,354,9094,148,4474,596,316 2,378,1012,423,1292,438,3992,688,8462,647,1762,815,5882,902,419 4,065,8994,350,5764,617,9914,750,4674,653,4344,974,5254,988,587 373,989399,349421,630785,861602,923587,036597,915 11,755,76511,827,86512,020,20012,793,45612,258,44212,525,59613,085,237 $30,108,961$30,049,722$30,723,051$30,481,985$30,302,553$31,600,904$33,298,287 $1,600,769$1,733,160$1,755,123$1,886,783$1,979,737$2,025,108$2,079,719 759,892690,115717,003796,308862,584864,435683,418 64,04223,03466,938378,14228,14499,28927,312 510,908523,508501,897570,685554,129582,280798,392 376,621347,044364,093325,682369,899326,067327,508 818,805930,765939,1231,148,3151,030,8871,095,7241,837,860 2,078,5721,476,9891,952,9341,374,6511,564,1461,747,3031,220,903 6,209,6095,724,6156,297,1116,480,5666,389,5266,740,2066,975,112 5,275,4674,973,0004,855,8804,893,4364,705,5234,308,7914,786,987 2,110,6212,419,4002,390,8362,418,2262,773,1012,788,1462,913,717 3,873,8063,784,0004,052,8004,245,6544,549,2544,572,7984,754,492 404,562457,862421,815457,083571,707613,818732,961 - - - - - 50,000 - - - - - - - 440,627 11,664,45611,634,26211,721,33112,014,39912,599,58512,333,55313,628,784 $17,874,065$17,358,877$18,018,442$18,494,965$18,989,111$19,073,759$20,603,896 CITY OF FRIDLEY, MINNESOTA CHANGES IN NET POSITION Last ten fiscal years (Accrual basis of accounting) 200520062007 Net (expense) revenue: Governmental activities($10,340,309)($10,441,561)($12,106,499) Business-type activities(139,707)(90,025)(282,954) Total primary government net (expense) revenue($10,480,016)($10,531,586)($12,389,453) General revenues and other changes in net position Governmental activities: General property taxes$7,428,226$8,253,653$8,986,924 Grants not restricted to programs3,365,7392,623,4073,152,421 Investment earnings511,464998,1541,111,116 Gain on sale of property4343,35759,438 Other -1,60329,238 Transfers -600,000600,000 Total governmental activities11,305,86312,480,17413,939,137 Business-type activities: Investment earnings168,445281,316245,172 Gain on Sale of Property -5,0001,278 Other - - - Transfers -(600,000)(600,000) Total business-type activities168,445(313,684)(353,550) $11,474,308$12,166,490$13,585,587 Total primary government Change in net position: Governmental activities$965,554$2,038,613$1,832,638 Business-type activities28,738(403,709)(636,504) Total primary governmen$994,292$1,634,904$1,196,134 t Table 2 Page 2 of 2 2008200920102011201220132014 ($12,143,587)($12,497,242)($12,405,740)($11,207,963)($11,654,585)($12,335,102)($13,237,938) (91,309)(193,603)(298,869)(779,057)341,143(192,043)543,547 ($12,234,896)($12,690,845)($12,704,609)($11,987,020)($11,313,442)($12,527,145)($12,694,391) $9,068,718$9,175,888$10,141,119$10,126,395$10,654,542$11,003,455$11,521,196 3,240,0813,390,6332,718,9791,095,4701,030,1231,033,8141,476,664 687,66596,817208,565347,184269,240(216,821)634,411 (24,802)12,98220,11214,93756,59835,680 - 267 - - - - - 93,236 500,000500,000350,000350,000350,000250,000250,000 13,471,92913,176,32013,438,77511,933,98612,360,50312,106,12813,975,507 168,39425,90857,098106,27465,537(52,346)148,248 - (237,923)112 - 9,680 - - - - - - - 24,66312,201 (500,000)(500,000)(350,000)(350,000)(350,000)(250,000)(250,000) (331,606)(712,015)(292,790)(243,726)(274,783)(277,683)(89,551) $13,140,323$12,464,305$13,145,985$11,690,260$12,085,720$11,828,445$13,885,956 $1,328,342$679,078$1,033,035$726,023$705,918($228,974)$737,569 (422,915)(905,618)(591,659)(1,022,783)66,360(469,726)453,996 $905,427($226,540)$441,376($296,760)$772,278($698,700)$1,191,565 Table 3 Page 1 of 2 CITY OF FRIDLEY, MINNESOTA FUND BALANCES - GOVERNMENTAL FUNDS (1) Last ten fiscal years (Modified accrual basis of accounting) 2005200620072008 General Fund: Reserved$81,662$77,476$65,528$48,561 Unreserved: General fund4,020,2853,863,0235,206,7784,538,224 Designated for employee benefits - - - - Designated for contingencies - - - - Undesignated - - - - Nonspendable - - - - Restricted - - - - Unassigned - - - - Total general fund$4,101,947$3,940,499$5,272,306$4,586,785 All other governmental funds: Reserved for: Long-term receivables$480,123$415,908$348,441$277,560 Public safety688,214203,13120,72625,590 Debt service389,197721,8661,214,5191,564,217 Unreserved, reported in: Special revenue funds1,098,9951,106,6231,189,1401,258,926 Capital projects funds6,881,5236,963,5245,223,5635,944,556 Debt service5,976,8885,991,1026,201,3505,976,511 Restricted - - - - Committed - - - - Assigned - - - - Unassigned - - - - Total all other governmental funds$15,514,940$15,402,154$14,197,739$15,047,360 (1) The City implemented GASB Statement No. 31 for the fiscal year ended December 31, 2003. Therefore, information for years prior to 2003 is not available. In 2011, the City adopted the provisions of Gorenmental Accounting Standards Board Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions. Table 3 Page 2 of 2 200920102011201220132014 $58,928$59,755$ - $ - $ - $ - 4,600,9885,725,464 - - - - - - - - - - - - - - - - - - - - - - - - 65,27166,15250,36660,123 - - - 20,81040,01215,176 - - 6,708,2847,582,3607,997,0368,242,331 $4,659,916$5,785,219$6,773,555$7,669,322$8,087,414$8,317,630 $ - $ - $ - $ - $ - $ - - - - - - - 1,734,6242,066,732 - - - - 1,329,6471,407,400 - - - - 5,056,1485,796,931 - - - - 5,801,6865,983,425 - - - - - - 2,529,8733,093,3022,233,6642,071,259 - - 2,209,0672,328,5832,124,9442,566,101 - - 11,108,00311,783,59611,618,83511,949,555 - - (98,164)(97,712)(98,566)(97,712) $13,922,105$15,254,488$15,748,779$17,107,769$15,878,877$16,489,203 CITY OF FRIDLEY, MINNESOTA CHANGES IN FUND BALANCES - GOVERNMENTAL FUNDS Last ten fiscal years 200520062007 Revenues: General property taxes$7,397,381$8,220,943$8,927,963 Special assessments550,909691,764635,817 Licenses and permits865,848876,9031,080,787 Intergovernmental2,767,7242,663,9091,872,643 Charges for services1,736,1811,855,1771,830,416 Fines and forfeits164,104261,535298,359 Earnings on investments411,333828,877920,850 Interest on loan26,30823,21319,962 Other2,625,8992,154,6562,288,309 Total revenues 16,545,687 17,576,977 17,875,106 Expenditures: Current: General government4,244,4963,567,5033,893,952 Public safety5,204,5515,821,5235,999,557 Public works2,940,8692,944,9113,025,157 Community development671,1731,113,543861,872 Parks and recreation737,0941,118,3921,194,290 Debt service: Principal6,095,0001,555,0001,825,000 Interest 422,366330,431359,010 Bond issuance costs35,99731,74242,986 Capital outlay3,112,7004,452,5003,114,203 Contingency907 - - Total expenditures 23,465,153 20,935,545 20,316,027 Revenues over (under) expenditures (6,919,466) (3,358,568) (2,440,921) Other financing sources (uses): Refunding bond issues - - - Bonds issued6,450,0002,505,0001,910,000 Premium/(discount) on bonds issue(7,160)(30,720) - Proceeds from sale of capital assets -10,05458,313 Insurance and other reimbursements - - - Transfers in657,8784,966,400600,000 Transfers out -(4,366,400) - Total other financing sources (uses) 7,100,718 3,084,334 2,568,313 Net change in fund balance$181,252($274,234)$127,392 Debt service as a percentage of noncapital expenditures32.2%11.6%12.9% Debt service as percentage of total expenditures 27.9%9.2%11.0% Table 4 2008200920102011201220132014 $9,052,719$9,072,267$10,178,369$10,113,120$10,732,129$11,024,785$11,554,557 589,790665,038622,100672,929763,920834,120938,290 946,285965,363973,9851,085,1001,104,5041,123,6351,171,365 2,742,9813,140,5533,310,6312,853,1712,649,2072,643,7283,208,442 2,015,7962,021,7082,080,3492,206,7642,353,8882,545,9082,518,062 316,646255,014240,880258,372255,622218,194226,922 560,62974,840176,257297,290236,226(185,473)565,245 16,5476,939 - - - - - 2,220,2762,043,2521,992,971325,284322,354295,409314,416 18,244,97418,461,669 19,575,542 17,812,030 18,417,850 18,500,306 20,497,299 3,338,2283,086,4413,010,8353,165,1113,503,3263,279,6573,732,056 6,323,9106,446,7146,329,3546,284,6586,422,6466,794,5247,165,678 3,406,4683,376,6413,111,9183,061,1003,047,3003,530,9394,635,752 1,189,033895,057967,487979,042772,070817,895894,785 1,366,1541,301,1401,292,7831,195,4101,252,0891,305,1581,422,405 2,075,0002,215,0002,445,000800,000940,000980,0001,150,000 379,340366,500287,961271,969232,318227,326190,890 9,1391,80145,0942,79947,016 - 3,150 2,684,9382,144,6491,812,087964,4101,639,7732,536,2861,290,008 - - - - - - - 19,833,94320,772,210 19,302,519 16,724,499 17,856,538 19,471,785 20,484,724 (1,588,969)(2,310,541) 273,023 1,087,531 561,312 (971,479) 12,575 - - - - - - - 1,915,000 - 1,765,000 - 1,280,000 - - - - 53,163 - - - - 13,10136,84516,50015,09663,44535,67936,836 - - - - - - - 3,926,5632,500,4211,235,467380,000350,000250,0008,253,616 (3,380,023)(2,000,421)(885,467) - - (125,000)(7,462,485) 536,8452,474,641 2,184,663 395,096 1,693,445 160,679 827,967 $164,100($1,052,124)$2,457,686$1,482,627$2,254,757($810,800)$840,542 13.6%14.6%15.9%6.8%7.2%6.8%7.0% 11.9%13.0%14.4%6.4%6.8%6.2%6.6% CITY OF FRIDLEY, MINNESOTA TAX CAPACITY VALUE AND ESTIMATED MARKET VALUE OF TAXABLE PROPERTY Last ten fiscal years Commercial/ FiscalResidentialIndustrialPublicAll YearPropertyPropertyUtilityOther 2005$12,619,948$12,517,532$46,563$3,762,125 200614,320,78613,166,65746,8613,833,436 200715,074,00814,500,00846,9534,236,896 200815,334,12615,809,59442,7384,370,011 200914,716,96716,788,86038,6804,455,969 201013,494,27916,457,27537,3084,523,767 201112,175,45215,182,22741,2364,396,579 1 2012 10,246,61414,710,92640,3304,271,859 1 2013 8,713,05313,207,35145,3064,286,829 1 2014 7,885,29812,520,98144,6484,362,496 Source: Continuing Disclosure Document 1 After 2011 the State implemented the Homestead Market Value Exclusion program for residential properties. Beginning in 2012 the HMVE program excludes a portion of the market value prior to the tax calculation. 2 Property values are determined on January 2 of the preceeding year. Table 5 Add:Less: Totalfor Area-wideFiscalAdjustedTotalEstimatedTax Capacity TaxValues andDisparityTax CapacityDirect TaxMarketas a Percent 2 Value of EMV CapacityIncrementContributionValueRate $28,946,168$ - $4,624,091$24,322,07733.565%$2,278,619,300119.01% 31,367,740 - 4,115,59527,252,14531.941%2,469,670,100115.10% 33,857,865 - 5,516,35128,341,51431.349%2,616,727,300119.46% 35,556,469 - 5,252,63730,303,83230.324%2,701,388,800117.33% 36,000,4761,514,7305,757,07331,758,13328.640%2,698,943,700113.36% 34,512,6292,478,3716,128,31830,862,68232.258%2,561,173,300111.83% 31,795,4942,505,5176,212,40628,088,60536.986%2,352,567,900113.20% 29,269,7292,851,4595,629,37426,491,81439.615%2,278,659,000110.49% 26,252,5392,844,6895,373,20223,724,02647.362%2,057,500,500110.66% 24,813,4232,799,1714,509,58723,103,00748.577%1,948,580,100107.40% CITY OF FRIDLEY, MINNESOTA DIRECT AND OVERLAPPING PROPERTY TAX CAPACITY RATES Last ten fiscal years SchoolSchoolSchool FiscalDistrictDistrictDistrict YearCityNo. 11No. 13No. 14 200533.565%21.492%19.993%21.606% 200631.941%20.046%19.571%20.830% 200731.349%19.353%17.183%24.175% 200830.324%16.983%15.942%26.033% 200928.640%18.263%23.411%31.172% 201032.258%19.939%24.398%38.795% 201136.486%24.023%18.596%40.631% 201239.615%23.325%24.024%43.862% 201347.362%26.801%27.449%50.112% 201448.577%28.265%24.824%49.552% Source: Anoka County Property Records and Taxation Department Notes: (1) Coon Creek Watershed District is included with School District No. 11. (2) Rice Creek Watershed District is included with School District No. 13, 14 and 16. Table 6 SchoolTotalSchoolSchoolSchoolSchool DistrictSpecialDistrictDistrictDistrictDistrict (1)(1)(2)(2)(2) No. 16No. 11No. 13No. 14No. 16 CountyDistricts 16.118%33.080%8.085%96.945%96.329%97.942%92.454% 17.437%32.096%7.411%92.136%92.813%94.072%90.679% 25.779%30.696%6.829%88.666%87.770%94.762%96.366% 26.213%31.078%7.803%86.608%87.135%97.226%97.406% 27.155%32.078%8.783%86.183%92.840%100.601%96.584% 31.654%35.189%9.089%94.964%100.897%115.294%108.153% 33.959%39.884%10.533%113.226%109.392%131.427%124.755% 39.443%41.146%10.176%111.953%114.961%134.799%130.380% 44.440%44.411%14.189%128.022%129.850%152.513%146.841% 44.562%43.239%9.559%129.640%126.936%151.664%146.674% Table 7 CITY OF FRIDLEY, MINNESOTA PRINCIPAL PROPERTY TAXPAYERS Current year and nine years ago 20142005 Percentage Percentage Taxableof Total CityTaxableof Total City CapacityCapacityCapacityCapacity TaxpayerValueRankValueValueRankValue Medtronic, Inc.$1,663,36016.70%$1,484,58815.13% Target Corporation549,794 2 2.22%685,542 2 2.37% Cummins Power (Onan)513,046 32.07%334,638 4 1.16% Retail Trust IV (Wal-Mart/Sam's)329,397 4 1.33%317,770 5 1.10% Industrial Equities281,190 51.13%N/A0.00% Shamrock Investments276,456 6 1.11%510,152 3 1.76% University Avenue Associates234,936 70.95%258,833 6 0.89% BAE210,344 8 0.85%N/A10 0.00% River Pointe Apartments185,007 90.75%192,356 9 0.66% Lifetime Fitness181,092 10 0.73%234,576 8 0.81% Maurice Fillister (Georgetown)N/A0.00%242,269 7 0.84% Total$4,424,62217.84%$4,260,72414.72% Total All Property$24,813,423$28,946,168 Source: City Assessor Table 8 CITY OF FRIDLEY, MINNESOTA PROPERTY TAX LEVIES AND COLLECTIONS Last ten fiscal years FiscalTaxesCollectionsCollected Within The YearLeviedinFiscal Year of the LevyTotal Collections to Date EndedFor ThePercentageSubsequentPercentage 1 YearsAmountof Levy Dec. 31Fiscal YearAmountof Levy 2005$7,543,382$7,394,30498.02%$149,078$7,543,382100.00% 20068,278,2558,130,76798.22%147,4888,278,255100.00% 20078,772,1498,614,53798.20%154,7888,769,32599.97% 20089,188,5928,958,98697.50%225,7719,184,75799.96% 20099,110,8478,856,38497.21%249,6899,106,07399.95% 20109,707,0759,503,50997.90%194,7969,698,30599.91% 201110,014,0719,897,61098.84%103,07310,000,68399.87% 201210,703,73910,699,02599.96%(18,868)10,680,15799.78% 201311,252,48111,247,94399.96%(33,746)11,214,19799.66% 201411,511,28811,531,244100.17%N/A11,531,244100.17% 1 Includes repayment of property taxes abatements Source: City Finance Department Table 9 CITY OF FRIDLEY, MINNESOT A RATIOS OF OUTSTANDING DEBT BY TYP E Last Ten fiscal years Business Type Governmental ActivitiesActivities Total Percentage FiscalImprovementTax IncrementEquipmentRevenuePrimaryof PersonalPer 11 IncomeCapita YearBondsBondsCertificatesTotalBondsGovernment 2005$1,805,000$8,335,000$ - $10,140,000$3,815,000$13,955,0002.01%374 20064,310,0006,780,000 - 11,090,0003,420,00014,510,0002.06%416 20076,065,0005,110,000 - 11,175,0003,015,00014,190,0001.99%420 20087,615,0003,400,000 - 11,015,0006,440,00017,455,0002.46%416 20097,080,0001,720,000 - 8,800,0005,865,00014,665,0002.13%333 20107,570,000 - 550,0008,120,0008,160,00016,280,0002.19%298 20116,770,000 - 550,0007,320,0007,625,00014,945,0002.00%266 20125,880,000 - 1,780,0007,660,0007,070,00014,730,0001.96%278 20134,955,000 - 1,725,0006,680,0006,413,15413,093,1541.69%240 20144,000,0001,530,0005,530,0005,845,00011,375,0001.58%198 1 Demographic information can be found on Table 13 Table 10 CITY OF FRIDLEY, MINNESOTA DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT December 31, 2014 Estimated EstimatedShare of DebtPercentageOverlapping 1 Applicable Governmental UnitOutstanding Debt Debt repaid with property taxes: Independent School District No. 11$72,239,0611.60%$1,155,825 Independent School District No. 1317,255,000 31.46%5,428,423 Independent School District No. 1436,940,000 100.00%36,940,000 Independent School District No. 16143,900,000 36.80%52,955,200 Metro Council1,507,019,856 1.19%17,933,536 Anoka County143,506,281 18.04%25,888,533 Vocational/Technical District No. 9162,695,000 2.21%59,560 Subtotal - overlapping debt140,361,077 City of Fridley - Direct debt$5,530,000100.00%5,530,000 Total direct and overlapping debt$145,891,077 Sources: Continuing Disclosure Document 1 Overlapping governments are those that coincide, at least in part, with the geographic boundaries of the City. This schedule estimates the portion of the outstanding debt of those overlapping governments that is borne by the residents and businesses of the City. This process recognizes that, when considering the City's ability to issue and repay long-term debt, the entire debt burden borne by the residents and businesses should be taken into account. However, this does not imply that every taxpayer is a resident, and therefore responsible for repaying the debt, of each overlapping government. This page intentionally left blank Table 11 CITY OF FRIDLEY, MINNESOTA LEGAL DEBT MARGIN INFORMATION Last ten fiscal years Market Value$1,948,580,100 Debt Limit 3% of Market Value$58,457,403 Amount of Debt Applicable to Debt Limit: Total Debt$11,375,000 Deductions: Improvement Bonds4,000,000 Revenue Bonds5,845,0009,845,000 Total Amount of Debt Applicable to Debt Limit1,530,000 Legal Debt Margin$56,927,403 Legal Debt Margin Calculation for the last 10 Fiscal Years Net DebtLegalAmount of Debt FiscalDebtApplicable toDebtApplicable to YearLimitLimitMarginDebt Limit 2005$45,168,942$ - $42,589,0160.00% 200649,393,402 - 45,168,9420.00% 200752,334,546 - 49,393,4020.00% 200854,027,776 - 52,334,5460.00% 200980,968,311 - 54,027,7760.00% 201076,835,199550,00076,285,1990.72% 201170,577,037550,00070,027,0370.78% 201268,359,7701,780,00066,579,7702.60% 201361,725,0151,725,00060,000,0152.79% 201458,457,4031,530,00056,927,4032.62% Note: State statutes limit the amount of general obligation debt a Minnesota City may issue to 3% of total estimated market value; prior to 2008, the State Statute debt limit was 2%. CITY OF FRIDLEY, MINNESOTA PLEDGED-REVENUE COVERAGE Last ten fiscal years Improvement BondsEquipment Certificates SpecialProperty Debt ServiceDebt Service FiscalAssessmentTax YearCollectionsPrincipalInterestCoverageCollectionsPrincipalInterestCoverage 2005$542,548$190,000$5,3402.78$ - $ - $ - - 2006671,204 - 67,4669.95 - - - - 2007602,988155,000160,4231.91 - - - - 2008561,221365,000230,3250.94 - - - - 2009658,406535,000270,0050.82 - - - - 2010555,997725,000252,8990.57 - - - - 2011504,053800,000258,1350.4869,881 - 13,8345.05 2012659,666890,000229,5030.59 70,66850,00013,4501.11 2013376,026925,000198,4130.33 233,74955,00025,7632.89 2014932,078955,000166,2350.83 234,357195,00025,6531.06 Table 12 Utility Revenue BondsTax Increment Bonds Utility Less Net Tax Debt ServiceDebt Service ServiceOperatingAvailableIncrement RevenuesExpensesRevenuePrincipalInterestCoverageCollectionsPrincipalInterestCoverage $5,435,361$5,821,541($386,180)$1,590,000$139,200-0.22$3,224,204$5,905,000$417,0260.51 5,648,7205,977,607(328,887)395,000121,164-0.642,649,0201,555,000262,9651.46 5,832,9046,350,572(517,668)305,000108,351-1.253,586,0971,670,000199,4881.92 6,379,9846,631,304(251,320)300,000149,481-0.563,329,2891,710,000149,0151.79 6,611,6116,951,906(340,295)575,000221,449-0.432,016,5801,680,00096,4951.14 6,855,4417,236,513(381,072)515,000241,508-0.501,742,8161,720,00035,0630.99 7,118,1547,952,911(834,757)535,000272,264-1.0369,881 - 13,8345.05 7,864,4066,341,5441,522,862555,000255,0541.88 - - - - 7,961,7386,839,8521,121,886655,000235,4741.26 - - - - 8,363,4156,987,0951,376,320570,000223,4591.73 Table 13 CITY OF FRIDLEY, MINNESOTA DEMOGRAPHIC AND ECONOMIC STATISTICS Last ten fiscal years Total Per Capita FiscalUnemploymentPersonalPersonal Year PopulationRateIncomeIncome 200527,0884.2%$695,674,016$25,682 200626,6794.2%703,978,77326,387 200726,6034.8%712,747,57626,792 200826,4595.7%708,889,52826,792 200926,4227.9%688,160,99026,045 201027,2087.3%744,138,80027,350 201127,3885.5%742,077,86027,095 201227,7905.6%755,109,88027,172 201327,7854.4%774,145,67027,862 201427,8654.2%718,164,64525,773 Sources: Metropolitan Council (population), Continuing Disclosure Document (unemployment rate) Table 14 CITY OF FRIDLEY, MINNESOTA PRINCIPAL EMPLOYERS Current year and nine years ago 20142005 Percentage Percentage of Total Cityof Total City EmployerEmployeesRankEmploymentEmployeesRankEmployment 3,800116.91%110.60% Medtronic, Inc.2,500 1,50026.68%37.32% Cummins Power (Onan)1,727 1,24535.54%45.93% Unity Medical Center1,400 69643.10%52.54% Target600 60052.67%27.63% BAE Systems1,800 57862.57%N/A ISD #14 (Fridley Schools) 50072.23%62.12% Minco Products500 30081.34%91.27% Park Construction300 28091.25%101.11% Wal-Mart262 263101.17%71.48% Kurt Manufacturing350 N/AN/A Lofthouse Bakery N/A81.27% Parsons Electric300 Total9,76243.45%9,73941.28% Total City Employment22,46923,593 Source: Fridley Community Development Dept, MN Department of Employment and Economic Development CITY OF FRIDLEY, MINNESOTA FULL-TIME EQUIVALENT CITY GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAM Last ten fiscal years Full-Time Equivalent Employees as of December 31, Function/Program2005200620072008 General government: City administration3333 Finance23232222 Human resource2222 Community development81079 Public safety: Police department46474444 Fire department8998 Public works: Administration4422 Engineering2244 Mechanic3333 Streets9999 Water5555 Sewer5555 Parks7777 Parks and recreation: Parks and recreation81188 Total133140130131 Source: City Finance Department 1 Prior to 2013 positions at 32 hours or more per week were counted as 1 full-time equivalent. As of 2013 these figures represent all permanent staff. Table 15 Full-Time Equivalent Employees as of December 31, 1 2013 2009201020112012 2014 33334.04.7 1919192018.016.0 22222.02.0 77778.29.8 4542434450.651.6 88887.87.6 22221.20.6 44335.05.0 33334.54.0 99999.08.5 55777.06.5 55557.07.0 77555.05.0 88888.09.6 127124124126137.3137.9 CITY OF FRIDLEY, MINNESOTA OPERATING INDICATORS BY FUNCTION/PROGRAM Last ten fiscal years Fiscal Year Function/Program2005200620072008 Police: Physical arrests1,2051,2921,2901,357 Parking violations884572792419 Traffic violations1,7895,1524,0354,994 Fire: Emergency responses2,7192,5682,8042,827 Fires occurred107127109116 Commercial inspections1,1717844,5171,239 Rental inspections2962311,176755 Refuse collection: Recyclables collected (tons per day)6.696.956.966.12 Recyclables collected (pounds per person)N/AN/AN/AN/A Building inspection: Permits issued: Residential7507681,2061,444 Commercial86115366418 Total permit valuation$25,057,537$21,750,596$47,871,624$39,105,158 Other public works: Street resurfacing (miles)4.14.83.74.1 Recreation Total participation hoursN/AN/AN/AN/A Total senior program participation hoursN/AN/AN/AN/A Springbrook Nature Ctr program participants19,85219,59620,24520,894 Water: Connections8,2328,2358,2308,233 Storage capacity (gallons)6,500,0006,500,0006,500,0006,500,000 Average daily demand (gallons)550,000550,0004,270,0004,270,000 Peak daily demand (gallons)10,000,00010,990,00010,990,00010,800,000 Sewer: Connections8,2508,2448,2388,242 Sources: Various City departments. Table 16 Fiscal Year 200920102011201220132014 1,3051,3181,1451,1331,3441,256 382778665283562373 2,9342,9292,8602,5902,8263,245 2,8642,7722,9232,9063,0033,089 141116114121119110 1,0218688901,0161,1101,505 8885977831,1171,1451,428 6.475.895.705.815.80N/A N/AN/AN/AN/A164.67164.59 1,5991,9052,2321,6062,1911,974 386434446386440492 $45,564,657$30,441,199$39,902,641$35,763,059$40,697,477$47,109,811 4.94.92.23.13.83.3 N/AN/AN/A302,500305,975315,160 N/AN/AN/A68,70069,81871,920 20,93723,98724,23124,26623,41923,860 8,2318,2268,2228,2278,2308,243 6,500,0006,500,0006,500,0006,500,0006,500,0006,500,000 3,458,4823,014,4253,730,0003,993,2854,227,9752,517,808 19,350,8928,119,2076,622,0008,661,0009,009,0007,439,000 8,2388,2378,2328,2368,2398,252 Table 17 CITY OF FRIDLEY, MINNESOTA CAPITAL ASSET STATISTICS BY FUNCTION/PROGRAM Last ten fiscal years Fiscal Year Function/Program2005200620072008200920102011201220132014 Police: Stations1111111111 Squad cars12121212121212121215 Fire stations3333333333 Other public works: Streets (miles)125.3125.3125.3125.3125.3125.3125.3125.3125.3125.3 Highways (miles)10.310.310.310.310.310.310.310.310.310.3 Streetlights1,0551,0551,0591,0591,0591,0591,0591,0591,0591,059 Traffic signals35363636363636363636 Parks and recreation: Acreage682682682682682682682682682682 Playgrounds29292929292929292929 Baseball/softball diamonds22222222222222222222 Soccer/football fields2222222222 Community centers1111111111 Water: Water mains (miles)112.9113.0113.0113.0113.0113.0113.0113.0113.0113.0 Fire hydrants1,0121,0131,0131,0131,0131,0131,0131,0131,0131,013 Storage capacity (million gallons)6.56.56.56.56.56.56.56.56.56.5 Wastewater: Sanitary sewers (miles)103.0103.0103.0103.0103.0103.0103.0103.0103.0103.0 Storm sewers (miles)50.052.052.052.052.052.052.052.052.052.0 Sources: Various City departments.