Loading...
2022 ACFR This page intentionally left blank Prepared by: Finance Department Joseph Starks Finance Director CITY OF FRIDLEY, MINNESOTA Annual Comprehensive Financial Report For Year End December 31, 2022 This page intentionally left blank EXHIBIT PAGE Letter of Transmittal 3 Certificate of Achievement 11 Elected and Appointed Officials 13 City Administrative Organizational Structure 15 Independent Auditor's Report 19 Management's Discussion and Analysis 25 Basic Financial Statements: Government-Wide Financial Statements: Statement of Net Position A-1 41 Statement of Activities A-2 42 Fund Financial Statements: Balance Sheet - Governmental Funds A-3 44 Statement of Revenues, Expenditures and Changes in Fund Balances - Governmental Funds A-4 46 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities A-5 49 Statement of Net Position - Proprietary Funds A-6 50 Statement of Revenues, Expenses and Changes in Fund Net Position - Proprietary Funds A-7 52 Statement of Cash Flows - Proprietary Funds A-8 54 Statement of Fiduciary Net Position - Fiducary Funds A-9 56 Statement of Changes in Fiducary Net Position - Fiduciary Funds A-10 57 Notes to Financial Statements 59 Required Supplementary Information: Budgetary Comparison Schedule - General Fund B-1 102 Schedule of Changes in the Total OPEB Liability and Related Ratios B-2 106 Schedule of Proportionate Share of Net Pension Liability - General Employees Retirement Fund B-3 107 Schedule of Pension Contributions - General Employees Retirement Fund B-4 108 Schedule of Proportionate Share of Net Pension Liability - Public Employees Police and Fire Fund B-5 109 Schedule of Pension Contributions - Public Employees Police and Fire Fund B-6 110 Notes to RSI 111 I. INTRODUCTORY SECTION II. FINANCIAL SECTION CITY OF FRIDLEY, MINNESOTA ANNUAL COMPREHENSIVE FINANCIAL REPORT YEAR ENDED DECEMBER 31, 2022 TABLE OF CONTENTS EXHIBIT PAGE CITY OF FRIDLEY, MINNESOTA ANNUAL COMPREHENSIVE FINANCIAL REPORT YEAR ENDED DECEMBER 31, 2022 TABLE OF CONTENTS Combining and Individual Fund Statements and Schedules: Combining Balance Sheet - Nonmajor Governmental Funds C-1 118 Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Governmental Funds C-2 119 Subcombining Balance Sheet - Nonmajor Special Revenue Funds C-3 124 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Special Revenue Funds C-4 125 Subcombining Balance Sheet - Nonmajor Capital Project Funds C-5 128 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Capital Project Funds C-6 129 Special Revenue Funds: Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual: Cable TV Fund D-1 132 Solid Waste Abatement Fund D-2 133 Police Activity Fund D-3 134 Springbrook Nature Center Fund D-4 135 Internal Service Funds: Combining Statement of Net Position E-1 138 Combining Statement of Revenues, Expenses and Changes in Net Position E-2 139 Combining Statement of Cash Flows E-3 140 Housing and Redevelopment Authority (Component Unit): Balance Sheet - Governmental Funds F-1 142 Statement of Revenues, Expenditures and Changes in Fund Balances - Governmental Funds F-2 144 Subcombining Balance Sheet - Nonmajor Capital Project Funds F-3 146 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Capital Project Funds F-4 148 Custodial Funds: Combining Statement of Net Position - Fiduciary Funds G-1 152 Combining Statement of Changes in Fiduciary Net Position - Fiduciary Funds G-2 153 EXHIBIT PAGE CITY OF FRIDLEY, MINNESOTA ANNUAL COMPREHENSIVE FINANCIAL REPORT YEAR ENDED DECEMBER 31, 2022 TABLE OF CONTENTS Financial Trends: Net Position by Component Table 1 158 Changes in Net Position Table 2 160 Fund Balances - Governmental Funds Table 3 164 Changes in Fund Balances - Governmental Funds Table 4 166 Revenue Capacity: Tax Capacity Value and Estimated Market Value of Taxable Property Table 5 168 Direct and Overlapping Property Tax Capacity Rates Table 6 170 Principal Property Taxpayers Table 7 172 Property Tax Levies and Collections Table 8 173 Debt Capacity: Ratios of Outstanding Debt by Type Table 9 174 Direct and Overlapping Govermental Activities Debt Table 10 175 Legal Debt Margin Information Table 11 177 Pledged Revenue Coverage Table 12 178 Demographic and Economic: Demographic and Economic Statistics Table 13 180 Principal Employers Table 14 181 Full-Time Equivalent City Government Employees by Function/Program Table 15 182 Operating Information: Operating Indicators by Function/Program Table 16 184 Capital Asset Statistics by Function/Program Table 17 186 III. STATISTICAL SECTION (Unaudited) This page intentionally left blank I. INTRODUCTORY SECTION 1 This page intentionally left blank 2 Fridley Civic Campus 7071 University Ave N.E. Fridley, MN 55432 763-571-3450 | FAX: 763-571-1287 | FridleyMN.gov June 5, 2023 To the Citizens of the City of Fridley, Mayor and Council Members The Annual Comprehensive Financial Report (ACFR) of the City of Fridley, Minnesota (City), for the fiscal year ended December 31, 2022, 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. The City believes that the data, as presented, is accurate in all material aspects. The data 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. 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 (GAAP) 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’s MD&A may be found immediately following the report of the independent auditors. All City funds, departments, commissions, and other organizations for which the City is financially accountable are presented within the ACFR. The City provides a full range of services to its citizens, including police and fire protection; water and sanitary sewer utilities; the construction and maintenance of streets and sidewalks; recreational facilities; commercial and residential real estate development coordination; and general administrative services. The Housing and Redevelopment Authority (HRA) is included in the reporting entity as a component unit of the City as the governing board is appointed by the City Council and because of the City’s financial relationship with the HRA. 3 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, the City Charter, the Fridley City Code and other applicable actions of the City Council. PROFILE OF THE CITY The City is a first–ring suburban community with a population of 29,590, according to the 2020 census. The City is located 10 minutes north of downtown Minneapolis and 25 minutes northwest of downtown St. Paul. Incorporated in July of 1949, the City covers about 11 square miles and is home to some of the most important industries in the world. An “industrial spine” around the rail corridor has served the City well and has provided the community with nearly as many jobs as the number of residents. The City is home to the largest number of employees in Anoka County. LOCAL ECONOMY The local economy continues to grow through an increase in new construction, redevelopment, and renovation. Unemployment in Minnesota rose slightly throughout 2022. Current unemployment as of February 2023 is still near historic lows at 3.0% and is lower than the national average of 3.6%. In 2022, Minnesota employers added just over 59,000 jobs which brought the total to just over 2.95 million jobs by year-end. The state is still below pre-pandemic employment levels but continues to recover from the COVID-19 recession which began in 2020. There are nearly twice as many open positions as available job seekers in Minnesota. While the Consumer Price Index (CPI) rose 8.3% on an annual basis through 2022, the current CPI of 6.0% (as of February 2023) is down from a multi-decade high of 9.1% in June of 2022. While there is optimism, inflation continues to be a worry for many as the cost of life’s necessities continues to far exceed the increase in wages. In July, the City received its second payment of $1,520,444 from the American Rescue Act (ARPA) funds bringing the total amount received to date at $3,040,888. The City has decided to use all of the ARPA funds for Utility Infrastructure projects through 2024. By applying ARPA money to utility infrastructure projects, our community benefits twofold; by stabilizing utility rates for our residential and 4 commercial customers and by reducing the need for external debt issuances in the utility funds. Fridley Liquor, the municipal liquor operation owned and operated by the City, saw a reduction in sales from historic levels in 2020 and 2021 that were driven largely by pandemic-related restrictions and closures to bars and restaurants. While sales were down, they are still in line with pre-pandemic levels. Gross sales totaled about $6,500,000, a decrease of about 10.9% compared to 2021. Based on preliminary data received from Anoka County for the January 2, 2023, assessment (unaudited), once again, the taxable market value of the City increased significantly in 2022, growing by about $392,847,900, or 9.9%, compared to the prior year. The number of residential home sales decreased by about 14.9% over the same time period, largely due to rising interest rates. Additionally, the City experienced another strong year of real estate development, adding about $41,769,100 of new market value to the community. The estimated market value for many properties in the City increased with apartments up 34.4%, Commercial/Industrial up 17.5%, while residential values decreased 0.5% and the average sale price of a residential homestead decreased by 1.8% compared to the previous year. These increases in valuation are consistent with other cities located in the Minneapolis–St. Paul Metropolitan Statistical Area. LONG-TERM FINANCIAL PLANNING As a fully developed community, the City continues to experience certain financial challenges. In order to maintain affordable housing and the corresponding tax base, the City must help protect its aging housing stock. The City also works diligently, through the budget process, to develop financial plans that emphasize reasonable tax rates, consistent service delivery, infrastructure investments, and good standing within the broader financial and local government community. The City continues to focus on quality-of-life improvements throughout the community. These initiatives include revitalizing parks and public areas, maintaining and improving current City services, and increasing the communication between City representatives and the public. The City also continues to work closely with every level of government and other interested parties to improve transportation throughout the community, including 5 major investment in area highways, roads and streets. Funding for these improvements comes largely from the State and certain federal agencies with additional monies levied through special assessment against benefiting properties and other applicable funds controlled by the City. Annually, the City develops a five-year financial plan for all budgeted funds. The plans help the organization better understand the effects of certain public policy decisions and allow the City to make more proactive decisions regarding its financial position. MAJOR INITIATIVES In 2022, the City continued a number of projects in partnership with various public and private entities related to several infrastructure and redevelopment projects. The following non-exhaustive list outlines many of the more significant projects. 1. The City completed the 2021 Street Rehabilitation Project in the Lakeview Neighborhood area. This project was deferred from planned construction in 2021 to 2022. The 2022 Street Rehabilitation Project began in 2022; construction was delayed due to weather conditions in November. Construction will be complete in 2023. 2. The City completed the majority of work for the 7th Street Pedestrian and Bike Trail project which involves constructing a shared use trail providing additional transportation network connectivity for pedestrians and cyclists. Finalized costs will occur in 2023. 3. With the feedback portion of the Park System Improvement Plan being complete, the City issued $20.7 million in General Obligation Tax Abatement Bonds in July of 2022. The plan calls for $30 million in park improvements over the next eight years. The final $10 million will be funded internally, namely from the Community Investment Fund. 4. The City allocated $836,000 of ARPA funds to cover the costs of Sanitary Sewer lining and water quality projects in 2022. 5. D&B Plating, through the use of a special use permit to increase the allowable lot coverage requirement, constructed an industrial building addition. 6 6. Many single-family homeowners took the opportunity to improve their homes in 2022. Fridley was named #1 in 2022 for the number of loans issued through the Community Reinvestment Fund (CRF), the banking/loan arm of the Center for Energy and Environment (CEE), the firm used by the Fridley Housing and Redevelopment Authority and numerous other cities in Minnesota. Moving into 2023, the City continues its effort to enhance and expand various programs and services while ensuring a fiscally responsible organization sensitive to the needs of the community. The 2023 Budget reflects these goals while also responding to various cost pressures and guidance from the City Council. As noted above, the City plans on allocating ARPA funds to various utility infrastructure projects in 2023, including Water Treatment Plant Security for $300,000, Water Distribution System Reconstruction for $314,500, Sanitary Sewer Lining for $550,000 and Water Quality Projects for $180,000. In 2023, construction and development began quite strongly. As of March 31, 2023, the value of new construction totaled about $6.0 million. Currently, there are permit applications in and plans being reviewed for projects that will put the City at $41.2 million in new value for 2023. The City has several large projects anticipated for 2023, including, but not limited to the following: 1. A major re-development project is being planned for 2023 as Roers Companies requested the approval of several items to allow for the redevelopment of the Moon Plaza Property. The redevelopment would allow for the construction of a 169-unit affordable multi-family rental housing development. 2. Cummins, one the City’s largest employers, announced 2023 plans for a $10 million investment at their Fridley facility to manufacture electrolyzers. The site will be the first in the nation to manufacture them and is expected to create 100 new jobs. President Biden visited the facility on April 3, 2023, to recognize Cummins for their investment at their Fridley facility as well as over $1 billion in investments Cummins is making across the nation. 7 3. A bridge over the BNSF Northern Switching Yard to extend 57th Avenue to East River Road is on the drawing board. Funding sources to ensure project completion are now being sought out. Talks have been positive with the Senate Tax Committee about additional design funds. This project is still likely many years out. 4. Metropolitan Council Environmental Services (MCES) plans to build a new lift station at 6900 East River Road to replace the existing lift station currently located in the City of Brooklyn Park. The final planning and design took place in 2021 with construction set to begin in 2023. 5. The City plans to complete three street projects in 2023: the 53rd Avenue Roundabout Safety Project, 53rd Avenue Trail and Walk Improvements and the 2023 Street Rehabilitation Project, which will include roadway and utility improvements in four distinct project locations. 6. The City plans to start construction at four City parks as part of the approved Park System Improvement Plan. RELEVANT FINANCIAL POLICIES In developing and improving the accounting system of the City, 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 benefits likely to be derived from the same. The evaluation of costs and benefits are based on the reasonable estimates and judgments of City management. All internal control evaluations occur within the above framework. The internal accounting controls of the City adequately safeguard assets and provide reasonable assurance of the proper recording of financial transactions. Budgets for the General, Special Revenue and Capital Projects Funds are adopted on an annual basis. Budgetary control is maintained in compliance with the City Charter. The City 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 8 that the existence of a particular item or appropriation in the approved budget does not mean that it will or must be expended. Budget adjustments between City departments 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 monthly process to review actual revenues and expenditures. The City Council also adopts a revised budget annually to reflect any material changes consistent with the City Charter. Expenditures are not approved until it has been determined that the expenditure 1) meets a public purpose; 2) is necessary; 3) adequate funds have been appropriated; 4) funds are available; and 5) the authorization of the appropriation expenditure by the appropriate parties. As required by the City Charter, budgetary control is maintained within each department at the department level per the annually adopted budget resolution. This is the level of control at which expenditures may not legally exceed appropriations. 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, Cable Television Fund, and all Enterprise Funds. In 2022, all the funds addressed by this policy, with the exception of the Springbrook Nature Center, met their fund balance guidelines. The purpose of the Investment Policy is to develop an overall program and philosophy for cash investments, designed and managed with a high degree of professionalism and worthy of public trust. It establishes that elected and appointed officials as well as certain employees are custodians of a portfolio. It also establishes cash investment objectives, delegation of authority, standards of prudence, internal controls, authorized investments, selection process for investments and broker representations. 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 9 the City by a certified public accountant or the Office of the State Auditor. The accounting firm of Redpath and Company was engaged by the City to render an opinion on the financial statements of the City. 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 AND ACKNOWLEDGEMENTS The GFOA awarded a Certificate of Achievement for Excellence in Financial Reporting to the City for its ACFR for the fiscal year ended December 31, 2021. In order to be awarded a Certificate of Achievement, a government must publish an easily readable and efficiently organized Annual Comprehensive financial report. This report must satisfy both GAAP and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. The City continues to strive to meet the requirements of the Certificate of Achievement Program and will continue submitting it to the GFOA to determine the eligibility for future certificates. The preparation of this report could not have been accomplished without the dedicated services of all members of the Finance Department, with special recognition to Korrie Johnson, Assistant Finance Director, and the staff of the Accounting Division. Staff are also grateful for the professional guidance from the City auditors, Redpath and Company. Staff would also like to express appreciation to the Mayor and City Council for their interest and support in planning and conducting the financial operations of the City in a responsible and thoughtful manner. Respectfully submitted, Walter T. Wysopal Joe Starks City Manager Director of Finance/City Treasurer 10 11 This page intentionally left blank 12 CITY OF FRIDLEY, MINNESOTA ELECTED AND APPOINTED OFFICIALS ELECTED OFFICIALS Term of Office Expires December Mayor Scott J.Lund 2024 Councilmember At Large David Ostwald 2024 Councilmember, Ward I Thomas Tillberry 2022 Councilmember, Ward II Stephen Eggert 2022 Councilmember, Ward III Ann R. Bolkcom 2022 APPOINTED OFFICIALS City Manager Walter T. Wysopal City Attorney Sarah J. Sonsalla Prosecuting Attorney City of Coon Rapids City Clerk Melissa M. Moore Department Heads: Director of Finance/Treasurer Joseph A. Starks Director of Public Safety Brian T. Weierke Director of Public Works James P. Kosluchar Director of Community Development Scott J. Hickok Director of Parks and Recreation Michael W. Maher Director of Employee Resources Rebecca A. Hellegers December 31, 2022 13 This page intentionally left blank 14 City Manager Community Development Building Inspections Planning Rental Inspection Parks and Recreation Parks and Recreation Springbrook Nature Center Employee Resources Finance Accounting Assessing Information Technology Municipal Liquor Public Safety Police Emergency Management Fire Public Works Facilities Management Engineering Forestry Parks Maintenance Streets Maintenance Fleet Services City Attorney Communications and Engagement City Clerk's Office Utilities 15 This page intentionally left blank 16 II. FINANCIAL SECTION 17 This page intentionally left blank 18 55 5th Street East, Suite 1400, St. Paul, MN, 55101      www.redpathcpas.com INDEPENDENT AUDITOR'S REPORT To the Honorable Mayor and Members of the City Council City of Fridley, Minnesota Report on the Audit of the Financial Statements Opinions We have audited the accompanying financial statements of the governmental activities, the business-type activities, the aggregate 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, 2022, and the related notes to the financial statements, which collectively comprise the City of Fridley, Minnesota's basic financial statements as listed in the table of contents. 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 aggregate discretely presented component unit, each major fund, and the aggregate remaining fund information of the City of Fridley, Minnesota, as of December 31, 2022, 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. Basis for Opinions 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. Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the City of Fridley, Minnesota and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. 19 Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America, and for 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. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the City of Fridley, Minnesota’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. Auditor’s Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with generally accepted auditing standards and Governmental Auditing Standards, we:  Exercise professional judgment and maintain professional skepticism throughout the audit.  Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements.  Obtain an understanding of internal control relevant to the audit 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 City of 20 Fridley, Minnesota’s internal control. Accordingly, no such opinion is expressed.  Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements.  Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the City of Fridley, Minnesota’s ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control related matters that we identified during the audit. Change in Accounting Principle As described in Note 20 to the financial statements, the City of Fridley, Minnesota adopted new accounting guidance for the year ended December 31, 2022, Governmental Accounting Standards Board Statement No. 87, Leases. Our opinions are not modified with respect to this matter. Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis, the budgetary comparison schedule, and the schedules of OPEB and pension information, as listed in the table of contents, be presented to supplement the basic financial statements. Such information is the responsibility of management and, 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. 21 Supplementary 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 accompanying combining and individual nonmajor fund financial statements and schedules are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The 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 nonmajor fund financial statements and schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. Other Information Management is responsible for the other information included in the annual report. The other information comprises the introductory and statistical sections but does not include the basic financial statements and our auditor's report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon. In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. 22 Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated June 5, 2023 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 solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City of Fridley, Minnesota’s 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 June 5, 2023 23 This page intentionally left blank 24 MANAGEMENT’S DISCUSSION AND ANALYSIS As management of the City of Fridley (City), we offer readers of the City’s financial statements this narrative overview and analysis of the financial activities of the City for the fiscal year ended December 31, 2022. The City encourages readers to consider the information presented here in conjunction with additional information that we have furnished in the letter of transmittal, which can be found in the table of contents within this report. Financial Highlights The City’s assets and deferred outflows of resources exceeded its liabilities and deferred inflows of resources at the close of the most recent fiscal year by $79,362,194 (net position). Of this amount, $24,950,093 (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 2022, the City’s total net position increased by $1,369,608. As of the close of the current fiscal year, the City’s governmental funds reported combined ending fund balances of $59,278,674. Of this total amount, $25,195,167, or 43% is restricted through legal restrictions or third–party agreements. At the end of the current fiscal year, the General Fund balance of $10,847,833 included $225,418 in nonspendable, $58,765 in restricted, and $10,563,650 in unassigned fund balance. The City’s total debt increased by $19,396,129 during the current fiscal year. Total debt outstanding at December 31, 2022 is $84,433,279. Overview of the Financial Statements The discussion and analysis are intended to serve as an introduction to the City’s basic financial statements. The City’s basic financial statements comprise of 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. 25 Management’s Discussion and Analysis  Government–wide financial statements. The government–wide financial statements are designed to provide readers with a broad overview of the City’s finances, in a manner similar to a private sector business. The statement of net position presents information on all of the City’s assets, deferred outflows of resources, liabilities, and deferred inflows of resources, with the remainder 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 is improving or deteriorating. 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 that are principally supported by taxes and intergovernmental revenues (i.e., governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (i.e., business–type activities). The governmental activities of the City include general government, public safety, public works, community development, and parks and recreation. The business–type activities of the City include Liquor, Water, Sewer and Storm Water. The government–wide financial statements can be found on Exhibits A-1 and A-2 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, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the City can be divided into three categories: governmental funds; proprietary funds; and fiduciary funds. 26 Management’s Discussion and Analysis  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 expenditures, and change in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains six 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, Debt Service, Street Improvements, Community Investment, Park Improvements, and CARES/ARPA Funds, 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 as referred to in the table of contents of this report. The City adopts an annual appropriated budget for its General Fund, the Cable Television (TV), Solid Waste Abatement, Police Activity 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 Exhibits A-3 and A-4 of this report. 27 Management’s Discussion and Analysis  Proprietary funds. The City maintains four enterprise funds and two 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 uses enterprise funds to account for its Liquor, Water, Sewer, and Storm Water operations. The City uses internal service funds to account for its Employee Benefits and Self Insurance. 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 Liquor, Water, Sewer, Storm Water and operations, all of which are considered to be major funds of the City. 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 Exhibits A-6 through A-8 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’s own programs. The accounting used for fiduciary funds is much like that used for proprietary funds. The basic fiduciary fund financial statement can be found Exhibits A-9 through A-10 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 in the table of contents within 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 in the table of contents within this report. 28 Management’s Discussion and Analysis  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, assets exceeded liabilities by $79,362,194 at the close of the most recent fiscal year. A significant portion of the City's net position ($50,454,323 or 64%) 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 uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City’s investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. City of Fridley’s Net Position 2022 2021 2022 2021 2022 2021 Current and other assets $69,234,551 $44,599,512 $16,405,782 $13,888,898 $85,640,333 $58,488,410 Capital assets 72,796,652 74,905,330 27,610,263 26,731,616 100,406,915 101,636,946 Total assets $142,031,203 $119,504,842 $44,016,045 $40,620,514 $186,047,248 $160,125,356 Total deferred outflows of resources 15,346,190 9,204,400 12,383 13,069 15,358,573 9,217,469 Long-term liabilities outstanding $105,160,637 $67,101,539 $3,291,661 $3,163,587 $108,452,298 $70,265,126 Other liabilities 8,069,363 7,132,824 2,404,943 2,168,730 10,474,306 9,301,554 Total liabilities $113,230,000 $74,234,363 $5,696,604 $5,332,317 $118,926,604 $79,566,680 Total deferred inflows of resources 3,110,218 11,826,207 6,805 7,352 3,117,023 11,833,559 Net position: Net investment in capital assets $27,164,052 $28,987,129 $23,290,271 $23,043,111 $50,454,323 $52,030,240 Restricted 3,957,778 3,763,121 - - 3,957,778 3,763,121 Unrestricted 9,915,345 9,898,422 15,034,748 12,250,803 24,950,093 22,149,225 Total net position $41,037,175 $42,648,672 $38,325,019 $35,293,914 $79,362,194 $77,942,586 Governmental Activities Business-Type Activities Totals The City adopted accounting guidance, Governmental Account Standards Board (GASB) Statement No. 68, Accounting and Financial Reporting for Pensions – an Amendment of GASB Statement No. 27 in 2016. Essentially, the standard required the unfunded portion of defined benefit pension plans to be reported by all participating employers. Recording the net pension liability and the pension related deferred outflows and inflows of resources do not change the City’s future funding requirements or obligations under the plans, which are determined by Minnesota statutes. 29 Management’s Discussion and Analysis  Net position was negatively impacted by $10,914,942 at December 31, 2022 due to pension–related amounts included in the above schedule related to the standard are as follows: Deferred outflows of resources 14,931,264 Deferred inflows of resources (453,437) Noncurrent liabilities (25,392,769) Total ($10,914,942) A portion of the City’s net position represents resources that are subject to external restrictions on how they may be used. The remaining balance of $24,950,093 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 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 decreased the City’s net position by $1,611,497. Some of the largest factors contributing to this decrease are as follows: Interest on long-term debt increased by $914,022 as a result of issuing new debt in 2022. Public safety expenses increased by $2,362,789. The majority of this is due to the public safety pension benefits expense increasing $1,858,763 with the remaining amount largely due to increases in salaries and benefits. These expense increases are partially offset by capital grants increasing by $869,702 largely due to federal grants used for streets infrastructure and operating grants and contributions increasing $599,398 due to general increases in local government aid and municipal aid for streets. 30 Management’s Discussion and Analysis  City of Fridley’s Changes in Net Position 2022 2021 2022 2021 2022 2021 Revenues: Program revenues: Charges for services $5,804,876 $6,096,585 $19,474,103 $19,882,607 $25,278,979 $25,979,192 Operating grants and contributions 2,082,891 1,483,495 84,590 - 2,167,481 1,483,495 Capital grants and contributions 2,135,051 1,265,349 466,483 275,449 2,601,534 1,540,798 General revenues: Property taxes 17,340,718 16,932,793 - - 17,340,718 16,932,793 Grants and contributions not restricted to specific programs 1,839,727 1,848,065 794,835 - 2,634,562 1,848,065 Unrestricted investment earnings (576,946) (180,488) (387,377) (24,062) (964,323) (204,550) Gain on sale of property 48,528 129,604 17,550 12,450 66,078 142,054 Other 259,020 266,241 295 880 259,315 267,121 Total revenues 28,933,865 27,841,644 20,450,479 20,147,324 49,384,344 47,988,968 Expenses: General government 6,389,864 5,851,445 - - 6,389,864 5,851,445 Public safety 12,178,884 9,816,095 - - 12,178,884 9,816,095 Public works 6,186,146 5,698,161 - - 6,186,146 5,698,161 Community development 1,478,757 1,051,339 - - 1,478,757 1,051,339 Parks and recreation 1,854,907 1,754,110 - - 1,854,907 1,754,110 Interest on long-term debt 2,795,304 1,881,282 - - 2,795,304 1,881,282 Liquor - - 6,098,010 6,552,204 6,098,010 6,552,204 Water - - 3,270,302 3,086,716 3,270,302 3,086,716 Sewer - - 6,266,036 5,776,014 6,266,036 5,776,014 Storm water - - 1,496,526 1,288,000 1,496,526 1,288,000 Total expenses 30,883,862 26,052,432 17,130,874 16,702,934 48,014,736 42,755,366 Increase (decrease) in net position before transfers (1,949,997) 1,789,212 3,319,605 3,444,390 1,369,608 5,233,602 Transfers 338,500 338,500 (338,500) (338,500) - - Increase in net position (1,611,497) 2,127,712 2,981,105 3,105,890 1,369,608 5,233,602 Net position - January 1, as previously reported 42,648,672 40,520,960 35,293,914 32,188,024 77,942,586 72,708,984 Prior period adjustment - - 50,000 - 50,000 - Net position - January 1, restated 42,648,672 40,520,960 35,343,914 32,188,024 77,992,586 72,708,984 Net position - December 31 $41,037,175 $42,648,672 $38,325,019 $35,293,914 $79,362,194 $77,942,586 Business-Type Activities TotalsGovernmental Activities 31 Management’s Discussion and Analysis  Below are specific graphs which provide comparisons of the governmental activities revenues and expenses: Charges for services 20%Operating grants and  contributions 7% Capital grants and  contributions 4% Property taxes 61% Grants and  contributions not  restricted to specific  programs 6% All Other 2% Governmental Activities - Revenues General government 21% Public safety 39% Public works 20% Community development 5% Parks and recreation 6% Interest on long- term debt 9% Governmental Activities - Expenses 32 Management’s Discussion and Analysis  Business–Type Activities Business-type activities increased net position by $2,981,105. This increase is primarily due to positive cash flow in all four of the City’s Enterprise funds. In addition, it is also due to federal grants being used for utility infrastructure in the amount of $794,834. Business–Type of Activities – Program Revenues vs Operating Expenses Charges for services 93% Operating grants and contributions 0% Capital grants and contributions 2% Grants and contributions not restricted to specific programs 4% Gain on sale of property Less than 1% Other Less than 1% Business-Type Activities - Revenues Liquor 36% Water 19% Sewer 36% Storm Water 9% Business-Type Activities - Expenses ` 33 Management’s Discussion and Analysis  Financial Analysis of the Government's Funds Governmental funds. The focus of the City’s governmental funds is to provide information on near–term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City’s financing requirements. In 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’s governmental funds reported a combined ending fund balance of $59,278,674. The General Fund’s fund balance increased by $122,494 in 2022. This was more than the $0 anticipated fund balance change with the 2022 budget. Expenditures were under budget in Personnel services by $503,035 due to restructuring in the City Manager’s office and lags in filling positions. Permit revenue came in $327,862 under budget due to less than anticipated development. The Debt Service Fund balance increased by $177,567 in 2022. The Street Improvements Fund has an assigned fund balance of $2,529,230 and is identified as a major fund. The fund balance decreased by $126,776 in 2022. The Community Investment Fund has a committed fund balance of $13,082,582 and is identified as a major fund. The fund balance decreased $256,811. The decrease in fund balance is primarily due to a $163,413 loss on investments. The fund also transfers out $100,000 annually to the Park Improvement Fund. The CARES/ARPA fund has $2,246,052 in unearned revenue at December 31, 2022. Non–major special revenue funds increased by $19,822 in 2022. Non–major capital project funds increased by $423,924 in 2022. This was primarily due to expenditure savings as a result of not being able to purchase a fire truck in the equipment fund due to COVID-19 related supply issues. 34 Management’s Discussion and Analysis  Proprietary funds. The City’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 is: Liquor, $1,865,443; Water, $4,377,871; Sewer, $5,146,854; and Storm Water, $3,739,511. The Liquor, Water, Sewer, and Storm Water funds increased respectively in net position by $86,858, $1,147,760, $864,208, and $1,002,239. Budgetary Highlights General Fund The original revenue and expenditure budgets were both amended. Three significant adjustments were made. Salaries that were budgeted for the compensation plan were moved out of non-department and allocated to the appropriate divisions in the amount of $195,000. Another substantial budget amendment was due to the HRA manager’s salary moving out of the HRA budget and into the General Fund budget in January of 2022. This accounted for $183,000 in budget amendments. Finally, Police overtime was increased $160,000 and was offset by an increase in Police security revenue. Operating expenditures in total were less than the final budgetary estimates by $618,376. City Manager came in $150,250 under budget largely due to restructuring within the department. Emergency reserves in the amount of $87,495 were not used. Non departmental had $95,300 remaining from the money set aside for the compensation plan. Parks and Recreation continued with a lower level of services therefore coming in at $86,972 under budget. Total revenues were less than the final budgetary estimates by $491,797. Permit revenue came in $327,862 under budget due to stagnant development in the City in 2022. Investment income came in $210,311 under budget due to the rising interest rate environment causing an usually high unrealized loss on the fair value of investments in 2022 35 Management’s Discussion and Analysis  Capital Asset and Debt Administration Capital assets. The City’s investment in capital assets for its governmental and business type activities as of December 31, 2022, amounts to $100,406,915 (net of accumulated depreciation). This investment in capital assets includes land, buildings and structures, improvements other than buildings, machinery and equipment, infrastructure, construction in progress, and right to use leased assets. City of Fridley’s Capital Assets (Net of Depreciation) 2022 2021 2022 2021 2022 2021 Land $5,502,104 $5,502,104 $699,047 $699,047 $6,201,151 $6,201,151 Buildings and structures 43,493,731 45,505,334 5,483,565 5,807,043 48,977,296 51,312,377 Improvements other than buildings 3,424,332 3,473,964 19,316,182 - 22,740,514 3,473,964 Machinery and equipment 3,960,468 4,969,485 744,478 850,547 4,704,946 5,820,032 Infrastructure 14,039,539 15,249,880 - 19,341,119 14,039,539 34,590,999 Construction in progress 2,376,478 204,563 581,963 33,860 2,958,441 238,423 Right to use leased assets **- - 785,028 -785,028 - Total Capital Assets $72,796,652 $74,905,330 $27,610,263 $26,731,616 $100,406,915 $101,636,946 Governmental Activities Business-Type Activities Totals **For the year ended December 31, 2022, the entity implemented GASB 87. In accordance with the requirements of GASB 87, a right to use leased asset have been recorded. Additional information on the City’s capital assets can be found in Note 6. 36 Management’s Discussion and Analysis  Long-term debt. At the end of the current fiscal year, the City had total bonded debt outstanding of $79,705,000. This is an increase of $18,060,000 from 2021. $43,245,000 of this is for General Obligation Improvement Debt, which is supported by special assessments and property tax levies. $12,715,000 is General Obligation Tax Increment Debt which is support by tax increments. $20,730,000 is General Obligation Tax Abatement Bonds and $3,015,000 is General Obligation Utility Revenue Debt, which is financed by the respective Utility Fund. In addition, there is long–term debt in the amount of $1,214,923 for compensated absences and $3,513,356 of bond issuance premium/discount. Additional information on the City’s long–term debt can be found in Note 7. City of Fridley’s Outstanding Debt General Obligation Improvement Bonds, General Obligation Equipment Certificates, General Obligation Revenue Bonds, the related premiums or discounts, and Compensated Absences are as follows: 2022 2021 2022 2021 2022 2021 General Obligation Improvement Bonds $43,245,000 $44,495,000 $ -$ - $43,245,000 $44,495,000 General Obligation Tax Increment Bonds 12,715,000 13,420,000 - - 12,715,000 13,420,000 General Obligation Tax Abatement Bonds 20,730,000 - - - 20,730,000 - General Obligation Revenue Bonds - - 3,015,000 3,580,000 3,015,000 3,580,000 General Obligation Equipment Certificates - 150,000 - - - 150,000 Compensated Absences 1,214,923 1,148,400 -1,214,923 1,148,400 Bond issuance premium/discount 3,416,687 2,135,244 96,669 108,506 3,513,356 2,243,750 Total $81,321,610 $61,348,644 $3,111,669 $3,688,506 $84,433,279 $65,037,150 Governmental Activities Business-Type Activities Totals The City of Fridley has an Aa2 rating. 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 is $102,770,292. Only $43,245,000 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’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, 7071 University Avenue NE, Fridley, Minnesota 55432. 37 This page intentionally left blank 38 BASIC FINANCIAL STATEMENTS 39 This page intentionally left blank 40 Exhibit A-1 Component Unit Governmental Business-Type Activities Activities Total Assets: Cash and investments $59,344,687 $14,493,881 $73,838,568 $16,027,442 Receivables: Accounts 129,866 3,832,254 3,962,120 82,581 Taxes 461,871 - 461,871 24,963 Special assessments 1,196,584 15,856 1,212,440 - Mortgage - - - 2,968,421 Notes - - - 1,000,000 Interest 223,118 - 223,118 51,407 Due from component unit 451,550 - 451,550 - Due from other governments 1,133,417 295,699 1,429,116 - Internal balances 3,639,296 (3,639,296) - - Prepaid items 151,168 434,337 585,505 - Inventories - at cost 74,250 973,051 1,047,301 - Lease receivable 2,428,744 - 2,428,744 Land held for resale - - - 457,830 Capital assets (net of accumulated depreciation): Land 5,502,104 699,047 6,201,151 1,011,755 Buildings and structures 43,493,731 5,483,565 48,977,296 - Improvements other than buildings 3,424,332 19,316,182 22,740,514 - Machinery and equipment 3,960,468 744,478 4,704,946 - Infrastructure 14,039,539 - 14,039,539 - Construction in progress 2,376,478 581,963 2,958,441 - Right to use leased assets - 785,028 785,028 - Total assets 142,031,203 44,016,045 186,047,248 21,624,399 Deferred outflows of resources: Related to other post employment benefits 414,926 12,383 427,309 440 Related to pensions 14,931,264 - 14,931,264 - Total deferred outflows of resources 15,346,190 12,383 15,358,573 440 Liabilities: Due to primary government - - - 452,189 Accounts payable 410,512 556,327 966,839 950,067 Deposits payable 155,343 407 155,750 - Contracts payable 149,063 390,852 539,915 - Due to other governments 15,268 603,185 618,453 - Salaries payable 765,314 102,249 867,563 - Accrued interest payable 1,278,004 25,464 1,303,468 - Unearned revenue 2,246,195 44,344 2,290,539 - Compensated absences payable: Due within one year 839,664 - 839,664 - Due in more than one year 375,259 - 375,259 - Other post employment benefits payable: Due in more than one year 1,495,922 44,636 1,540,558 1,585 Lease liability: Due within one year - 107,115 107,115 - Due in more than one year - 710,356 710,356 - Bonds payable: Due within one year 2,210,000 575,000 2,785,000 - Due in more than one year 77,896,687 2,536,669 80,433,356 - Net pension liability: Due in more than one year 25,392,769 - 25,392,769 - Total liabilities 113,230,000 5,696,604 118,926,604 1,403,841 Deferred inflows of resources: Related to leases 2,428,744 - 2,428,744 - Related to other post employment benefits 228,037 6,805 234,842 242 Related to pensions 453,437 - 453,437 - Total deferred inflows of resources 3,110,218 6,805 3,117,023 242 Net position: Net investment in capital assets 27,164,052 23,290,271 50,454,323 1,011,755 Restricted for: Debt service 3,806,817 - 3,806,817 - Tax increment purposes - - - 5,527,421 Police forfeitures 22,599 - 22,599 - Cable television equipment 67,379 - 67,379 - Donations 60,983 - 60,983 - Unrestricted 9,915,345 15,034,748 24,950,093 13,681,580 Total net position $41,037,175 $38,325,019 $79,362,194 $20,220,756 Housing & Redevelopment Authority Primary Government CITY OF FRIDLEY, MINNESOTA STATEMENT OF NET POSITION December 31, 2022 The accompanying notes are an integral part of these financial statements. 41 Operating Capital Charges For Grants and Grants and Expenses Services Contributions Contributions Functions/Programs Primary government: Governmental activities: General government $6,389,864 $2,157,317 $140,451 $ - Public safety 12,178,884 791,031 1,247,198 - Public works 6,186,146 553,539 547,692 2,135,051 Community development 1,478,757 1,982,209 - - Parks and recreation 1,854,907 320,780 147,550 - Interest on long-term debt 2,795,304 - - - Total governmental activities 30,883,862 5,804,876 2,082,891 2,135,051 Business-type activities: Liquor 6,098,010 6,521,618 - - Water 3,270,302 4,545,403 7,229 - Sewer 6,266,036 6,639,735 - 50,000 Storm water 1,496,526 1,767,347 77,361 416,483 Total business-type activities 17,130,874 19,474,103 84,590 466,483 Total primary government $48,014,736 $25,278,979 $2,167,481 $2,601,534 Component unit: Housing and Redevelopment Authority $4,024,836 $466,210 $ - $ - Total component unit $4,024,836 $466,210 $ - $ - General revenues: Property taxes Tax increment collections Grants and contributions not restricted to specific programs Investment income/(loss) Gain on sale of property Other reimbursements Other Transfers Total general revenues and transfers Change in net position Net position - January 1, as previously reported Prior period adjustment (see Note 21) Net position - January 1, restated Net position - December 31 CITY OF FRIDLEY, MINNESOTA STATEMENT OF ACTIVITIES For The Year Ended December 31, 2022 Program Revenues The accompanying notes are an integral part of these financial statements. 42 Exhibit A-2 Component Unit Housing & Governmental Business-Type Redevelopment Activities Activities Total Authority ($4,092,096) $ - ($4,092,096) $ - (10,140,655) - (10,140,655) - (2,949,864) - (2,949,864) - 503,452 - 503,452 - (1,386,577) - (1,386,577) - (2,795,304) - (2,795,304) - (20,861,044) - (20,861,044) - - 423,608 423,608 - - 1,282,330 1,282,330 - - 423,699 423,699 - - 764,665 764,665 - - 2,894,302 2,894,302 - (20,861,044) 2,894,302 (17,966,742) $ - ($3,558,626) (3,558,626) 17,340,718 - 17,340,718 593,216 - - - 5,516,213 1,839,727 794,835 2,634,562 - (576,946) (387,377) (964,323) (334,210) 48,528 17,550 66,078 117,162 - 295 295 - 259,020 - 259,020 162,520 338,500 (338,500) - - 19,249,547 86,803 19,336,350 6,054,901 (1,611,497) 2,981,105 1,369,608 2,496,275 42,648,672 35,293,914 77,942,586 17,724,481 - 50,000 50,000 - 42,648,672 35,343,914 77,992,586 17,724,481 $41,037,175 $38,325,019 $79,362,194 $20,220,756 Primary Government Net (Expense) Revenue and Changes in Net Position The accompanying notes are an integral part of these financial statements. 43 General Debt Service Cash and investments $10,927,966 $3,675,148 Receivables: Accounts 16,931 - Taxes 370,247 78,717 Special assessments 54,690 149 Interest 223,118 - Due from component unit 2,533 - Due from other governments 185,011 - Due from other funds 15,373 - Prepaids 151,168 - Lease receivable 2,428,744 - Inventories, at cost 74,250 - Total assets $14,450,031 $3,754,014 Liabilities, Deferred Inflows of Resources, and Fund Balances: Liabilities: Accounts payable $234,716 $ - Deposits payable 109,357 - Contracts payable - - Due to other governments 7,404 - Due to other funds - - Salaries payable 603,951 - Unearned revenue - - Total liabilities 955,428 - Deferred inflows of resources Related to leases 2,428,744 - Unavailable revenue 218,026 40,570 Total deferred inflows of resources 2,646,770 40,570 Fund balance: Nonspendable 225,418 - Restricted 58,765 3,766,432 Committed - - Assigned - - Unassigned 10,563,650 (52,988) Total fund balance 10,847,833 3,713,444 Total liabilities, deferred inflows of resources, and fund balance $14,450,031 $3,754,014 Assets: CITY OF FRIDLEY, MINNESOTA BALANCE SHEET GOVERNMENTAL FUNDS December 31, 2022 The accompanying notes are an integral part of these financial statements. 44 Exhibit A-3 Street Improvements Community Investment Park Improvements CARES/ARPA Other Governmental Funds Intra-Activity Eliminations Totals Governmental Funds $1,869,190 $9,537,066 $23,383,892 $2,232,260 $5,245,906 $ - $56,871,428 - - - - 106,228 - 123,159 61 344 133 - 12,369 - 461,871 1,098,648 1,423 - - 41,674 - 1,196,584 - - - - - - 223,118 - - - - 449,017 - 451,550 820,778 - - - 127,628 - 1,133,417 - 3,544,365 - - - (15,373) 3,544,365 - - - - - - 151,168 - - - - - - 2,428,744 - - - - - - 74,250 $3,788,677 $13,083,198 $23,384,025 $2,232,260 $5,982,822 ($15,373)$66,659,654 $6,682 $ - $15,768 $ - $88,094 $ - $345,260 11,300 - 32,936 - 1,750 - 155,343 144,213 - - - 4,850 - 149,063 - - - - 7,864 - 15,268 - - - - 15,373 (15,373) - - - - - 32,512 - 636,463 - - - 2,246,052 143 - 2,246,195 162,195 - 48,704 2,246,052 150,586 (15,373)3,547,592 - - - - - - 2,428,744 1,097,252 616 133 - 48,047 - 1,404,644 1,097,252 616 133 - 48,047 - 3,833,388 - - - - - - 225,418 - - 21,183,039 - 186,931 - 25,195,167 - 13,082,582 - - 3,440,421 - 16,523,003 2,529,230 - 2,152,149 - 2,156,837 - 6,838,216 - - - (13,792) - - 10,496,870 2,529,230 13,082,582 23,335,188 (13,792) 5,784,189 - 59,278,674 $3,788,677 $13,083,198 $23,384,025 $2,232,260 $5,982,822 ($15,373)$66,659,654 Fund balance reported above $59,278,674 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.72,796,652 Other long-term assets are not available to pay for current-period expenditures and, therefore, are reported as unavailable revenue in the funds.1,404,644 Long-term liabilities, including bonds payable, are not due and payable in the current period and, therefore, are not reported in the funds.(81,384,691) Other post employment benefits are not due and payable in the current period and, therefore, are not reported in the funds.(1,309,033) 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.(9,749,071) Net position of governmental activities $41,037,175 The accompanying notes are an integral part of these financial statements. 45 General Debt Service Revenues: Taxes $13,666,862 $3,156,749 Special assessments 92,978 146 Licenses and permits 849,968 - Intergovernmental revenue 2,188,509 - Charges for services 2,422,066 - Reimbursements - - Fines and forfeits 120,612 - Investment income (loss)(109,011)13,156 Contributions and donations 56,197 - Payment from component unit - 1,136,930 Interest on loan - - Miscellaneous: Other 231,622 - Total revenues 19,519,803 4,306,981 Expenditures: Current: General government 4,120,167 - Public safety 9,842,958 - Public works 3,579,464 - Community development 1,379,407 - Parks and recreation 735,028 - Debt service - 4,129,414 Capital outlay - - Total expenditures 19,657,024 4,129,414 Excess (deficiency) of revenues over (under) expenditures (137,221)177,567 Other financing sources (uses): Proceeds from sale of capital assets - - Issuance of bonds - - Premium on bond issuance - - Transfers in 259,715 - Transfers out - - Total other financing sources (uses)259,715 - Net change in fund balance 122,494 177,567 Fund balance - January 1 10,725,339 3,535,877 Fund balance - December 31 $10,847,833 $3,713,444 CITY OF FRIDLEY, MINNESOTA GOVERNMENTAL FUNDS For The Year Ended December 31, 2022 STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES The accompanying notes are an integral part of these financial statements. 46 Exhibit A-4 Street Improvements Community Investment Park Improvements CARES/ARPA Other Governmental Funds Intra-Activity Eliminations Totals Governmental Funds $ - $123 $ - $ - $529,019 $ - $17,352,753 513,582 17,513 - 33,194 - 657,413 - - - - 242,875 - 1,092,843 1,514,578 - 128,000 - 1,207,699 - 5,038,786 - - - - 617,291 - 3,039,357 - - - - 226,953 - 226,953 - - - - 76,905 - 197,517 (75,353)(274,688)101,827 (28,582)(131,169) - (503,820) 10,000 - 92,051 - 20,378 - 178,626 - - - - - - 1,136,930 - 111,276 - - - - 111,276 - - - - 27,398 - 259,020 1,962,807 (145,776)321,878 (28,582) 2,850,543 - 28,787,654 - 11,035 - - 1,163,998 - 5,295,200 - - - - 484,053 - 10,327,011 40,792 - - - 16,416 - 3,636,672 - - - - 11,679 - 1,391,086 - - 71,695 - 664,453 - 1,471,176 - - 556,599 - - - 4,686,013 1,944,991 - 377,166 - 364,726 - 2,686,883 1,985,783 11,035 1,005,460 - 2,705,325 - 29,494,041 (22,976)(156,811)(683,582)(28,582)145,218 - (706,387) - - - - 48,528 - 48,528 - - 20,730,000 - - - 20,730,000 - - 1,481,771 - - - 1,481,771 - - 100,000 - 250,000 (271,215)338,500 (103,800)(100,000)(67,415) - - 271,215 - (103,800)(100,000) 22,244,356 - 298,528 - 22,598,799 (126,776)(256,811) 21,560,774 (28,582)443,746 - 21,892,412 2,656,006 13,339,393 1,774,414 14,790 5,340,443 - 37,386,262 $2,529,230 $13,082,582 $23,335,188 ($13,792)$5,784,189 $ - $59,278,674 The accompanying notes are an integral part of these financial statements. 47 This page intentionally left blank 48 Exhibit A-5 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) $21,892,412 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 depreciation exceeded capital outlays in the current period. (2,108,678) Deferred revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. (48,975) 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.(19,906,443) Internal service funds are used by management to charge the cost of certain activities to individual funds. This amount is net expenditures attributable to governmental activities. (974,313) 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. (50,881) 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. (414,619) Change in net position of governmental activities (Exhibit A-2) ($1,611,497) For The Year Ended December 31, 2022 CITY OF FRIDLEY, MINNESOTA RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OF TO THE STATEMENT OF ACTIVITIES GOVERNMENTAL FUNDS The accompanying notes are an integral part of these financial statements. 49 Assets:Liquor Water Current assets: Cash and investments $1,404,931 $6,408,139 Accounts receivable - 1,634,169 Special assessments receivable - 14,107 Due from other governments - 898 Prepaid items - - Inventories - at cost 890,107 82,944 Total current assets 2,295,038 8,140,257 Noncurrent assets: Capital assets: Land 151,946 147,485 Buildings and structures 536,891 8,178,010 Machinery and equipment 244,185 2,783,918 Infrastructure - 22,960,667 Construction in process - 146,100 Right to use leased asset 919,604 - Total capital assets 1,852,626 34,216,180 Less: Allowance for depreciation and amortization (700,431) (20,236,855) Net capital assets 1,152,195 13,979,325 Total assets 3,447,233 22,119,582 Deferred outflows of resources: Related to pensions - - Related to other post employment benefits 3,040 4,444 Total deferred outflows of resources 3,040 4,444 Liabilities: Current liabilities: Accounts payable 286,885 228,155 Deposits payable 407 - Accrued interest payable - 25,464 Contracts payable - 8,866 Due to other governments 61,762 214,630 Due to other funds - 3,244,365 Salaries payable 26,611 35,755 Payroll deductions payable - - Compensated absences payable - - Lease liability - current 107,115 - Bonds payable - current - 575,000 Unearned revenue 44,344 - Total current liabilities 527,124 4,332,235 Noncurrent liabilities: Other post employment benefits 10,956 16,019 Compensated absences - noncurrent - - Lease liability - noncurrent 710,356 - Bonds payable - noncurrent - 2,536,669 Net pension liability - - Total noncurrent liabilities 721,312 2,552,688 Total liabilities 1,248,436 6,884,923 Deferred inflows of resources: Related to pensions - - Related to other post employment benefits 1,670 2,442 Total deferred outflows of resources 1,670 2,442 Net position: Net investment in capital assets 334,724 10,858,790 Unrestricted 1,865,443 4,377,871 Total net position $2,200,167 $15,236,661 Net position reported above Adjustment to report the cumulative internal balance for the net effect activity between the internal service fund and the enterprise funds over time Net position of business-type activities (Exhibit A-1) Business-Type Activities - Enterprise Funds CITY OF FRIDLEY, MINNESOTA STATEMENT OF NET POSITION PROPRIETARY FUNDS December 31, 2022 The accompanying notes are an integral part of these financial statements. 50 Exhibit A-6 Governmental Activities - Sewer Storm Water Total Internal Service Funds $3,501,565 $3,179,246 $14,493,881 $2,473,259 1,708,213 489,872 3,832,254 6,707 - 1,749 15,856 - 54,971 239,830 295,699 - 434,337 - 434,337 - - - 973,051 - 5,699,086 3,910,697 20,045,078 2,479,966 22,800 376,816 699,047 - 903,244 - 9,618,145 - 1,281,088 423,635 4,732,826 - 11,388,927 14,150,268 48,499,862 - - 435,863 581,963 - - - 919,604 - 13,596,059 15,386,582 65,051,447 - (9,185,418) (7,318,480) (37,441,184) - 4,410,641 8,068,102 27,610,263 - 10,109,727 11,978,799 47,655,341 2,479,966 - - - 14,931,264 2,073 2,826 12,383 - 2,073 2,826 12,383 14,931,264 31,667 9,620 556,327 65,252 - - 407 - - - 25,464 - 16,022 365,964 390,852 - 326,503 290 603,185 - 170,000 130,000 3,544,365 - 17,520 22,363 102,249 - - - - 128,851 - - - 839,664 - - 107,115 - - 575,000 - - - 44,344 - 561,712 528,237 5,949,308 1,033,767 7,475 10,186 44,636 - - - - 375,259 - - 710,356 - - - 2,536,669 - - - - 25,392,769 7,475 10,186 3,291,661 25,768,028 569,187 538,423 9,240,969 26,801,795 - - - 453,437 1,140 1,553 6,805 - 1,140 1,553 6,805 453,437 4,394,619 7,702,138 23,290,271 - 5,146,854 3,739,511 15,129,679 (9,844,002) $9,541,473 $11,441,649 $38,419,950 ($9,844,002) $38,419,950 (94,931) $38,325,019 Business-Type Activities - Enterprise Funds The accompanying notes are an integral part of these financial statements. 51 Liquor Water Sales $6,521,618 $ - Cost of sales (4,713,669) - Gross profit 1,807,949 - Operating revenues: Customer billings - 4,543,604 Charges for services - - Other revenues - 1,799 Total operating revenues - 4,545,403 Total gross profit and operating revenues 1,807,949 4,545,403 Operating expenses: Personnel services 660,604 857,560 Supplies and other charges: Disposal charges - - Other 467,363 1,253,062 Depreciation and amortization 179,886 962,913 Total operating expenses 1,307,853 3,073,535 Operating income (loss)500,096 1,471,868 Nonoperating revenues (expenses): Intergovernmental revenue - 7,229 Investment income (loss)(31,088)(194,219) Insurance reimbursement - - Interest and fiscal charges (43,707)(154,668) Gain (loss) on sale of capital assets - 17,550 Other 57 - Total nonoperating revenues (expenses)(74,738)(324,108) Income (loss) before transfers and capital contributions 425,358 1,147,760 Transfers and capital contributions: Transfers out (338,500) - Capital contributions - - Total contributions and transfers (338,500) - Change in net position 86,858 1,147,760 Net position - January 1, as previously reported 2,113,309 14,088,901 Prior period adjustment (see Note 21) - - Net position - January 1, restated 2,113,309 14,088,901 Net position - December 31 $2,200,167 $15,236,661 Changes in net position reported above Adjustment to report the cumulative internal balance for the net effect of activity between the internal service funds and the enterprise funds over time. Changes in net position of business-type activities (Exhibit A-2) For The Year Ended December 31, 2022 Business-Type Activities - Enterprise Funds CITY OF FRIDLEY, MINNESOTA STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET POSITION PROPRIETARY FUNDS The accompanying notes are an integral part of these financial statements. 52 Exhibit A-7 Governmental Activities - Sewer Storm Water Total Internal Service Funds $ - $ - $6,521,618 $ - - - (4,713,669) - - - 1,807,949 - 6,639,735 1,767,347 12,950,686 - - - - 1,880,833 - - 1,799 - 6,639,735 1,767,347 12,952,485 1,880,833 6,639,735 1,767,347 14,760,434 1,880,833 437,015 532,589 2,487,768 2,626,675 4,834,719 - 4,834,719 - 576,230 555,606 2,852,261 504,563 394,076 379,947 1,916,822 - 6,242,040 1,468,142 12,091,570 3,131,238 397,695 299,205 2,668,864 (1,250,405) 497,348 374,848 879,425 219,784 (76,635) (85,435) (387,377) (73,126) - - - 9,474 (4,200) (3,100) (205,675) - - - 17,550 - - 238 295 - 416,513 286,551 304,218 156,132 814,208 585,756 2,973,082 (1,094,273) - - (338,500) - 50,000 416,483 466,483 - 50,000 416,483 127,983 - 864,208 1,002,239 3,101,065 (1,094,273) 8,677,265 10,389,410 35,268,885 (8,749,729) - 50,000 50,000 - 8,677,265 10,439,410 35,318,885 (8,749,729) $9,541,473 $11,441,649 $38,419,950 ($9,844,002) $3,101,065 (119,960) $2,981,105 Business-Type Activities - Enterprise Funds The accompanying notes are an integral part of these financial statements. 53 Liquor Water Cash flows from operating activities: Receipts from customers and users $6,525,304 $4,526,309 Receipts from interfund services provided - - Payment to suppliers (5,256,661)(1,138,527) Payment to employees (659,855)(852,767) Operating contribution 57 - Net cash flows from operating activities 608,845 2,535,015 Cash flows from noncapital financing activities: Intergovernmental revenue - 7,229 Transfers out (338,500) - Net cash flows from noncapital financing activities (338,500)7,229 Cash flows from capital and related financing activities: Acquisition of capital assets - (640,278) Proceeds from sale of capital assets - 17,550 Capital grants and contributions - - Principal received on special assessments - 7,014 Insurance reimbursement - - Principal paid on revenue bonds - (576,837) Principal paid on leases (102,133) - Repayment on interfund loan - (473,154) Interest and paying agent fees on long-term liabilities (43,708)(159,375) Net cash flows from capital and related financing activities (145,841)(1,825,080) Cash flows from investing activities: Investment income (loss)(31,088)(194,219) Net increase (decrease) in cash and cash equivalents 93,416 522,945 Cash and cash equivalents - January 1 1,311,515 5,885,194 Cash and cash equivalents - December 31 $1,404,931 $6,408,139 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) $500,096 $1,471,868 Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Depreciation and amortization 179,886 962,913 Operating contribution 57 - Changes in assets and liabilities: Decrease (increase) in receivables 3,304 (19,094) Decrease (increase) in prepaid items - - Decrease (increase) in inventories (29,553)7,200 Decrease (increase) in deferred outflows of resources 192 229 Increase (decrease) in payables (45,372)112,086 Increase (decrease) in unearned revenue 382 - Increase (decrease) in deferred inflows of resources (147)(187) Total adjustments 108,749 1,063,147 Net cash provided by operating activities $608,845 $2,535,015 Noncash investing and financing activities Capital contributions $ - $ - Business-Type Activities - Enterprise Funds CITY OF FRIDLEY, MINNESOTA STATEMENT OF CASH FLOWS PROPRIETARY FUNDS For The Year Ended December 31, 2022 The accompanying notes are an integral part of these financial statements. 54 Exhibit A-8 Governmental Activities - Sewer Storm Water Total Internal Service Funds $6,668,183 $1,749,690 $19,469,486 $ - - - - 1,874,126 (5,448,336) (612,143) (12,455,667) (440,445) (434,516) (530,141) (2,477,279) (1,714,756) - 238 295 - 785,331 607,644 4,536,835 (281,075) 497,348 342,950 847,527 219,784 - - (338,500) - 497,348 342,950 509,027 219,784 (508,522) (386,061) (1,534,861) - - - 17,550 - (524) 34,000 33,476 - - 2,499 9,513 - - - - 9,474 - - (576,837) - - - (102,133) (40,000) (25,000) (538,154) - (4,200) (3,100) (210,383) - (553,246) (377,662) (2,901,829) 9,474 (76,635) (85,435) (387,377) (73,126) 652,798 487,497 1,756,656 (124,943) 2,848,767 2,691,749 12,737,225 2,598,202 $3,501,565 $3,179,246 $14,493,881 $2,473,259 $397,695 $299,205 $2,668,864 ($1,250,405) 394,076 379,947 1,916,822 - - 238 295 - 28,448 (17,657) (4,999) (6,707) (33,841) - (33,841) - - - (22,353) - 103 162 686 (6,205,247) (1,065) (54,123) 11,526 18,284,889 - - 382 - (85) (128) (547) (11,103,605) 387,636 308,439 1,867,971 969,330 $785,331 $607,644 $4,536,835 ($281,075) $50,000 $416,483 $466,483 $ - Business-Type Activities - Enterprise Funds The accompanying notes are an integral part of these financial statements. 55 Exhibit A-9 2022 Assets: Accounts receivables $8,200 Liabilities: Accounts payable 8,200 Net Position: Restricted $ - CITY OF FRIDLEY, MINNESOTA STATEMENT OF FIDUCIARY NET POSITION - FIDUCIARY FUNDS December 31, 2022 The accompanying notes are an integral part of these financial statements. 56 Exhibit A-10 2022 Additions: Tax collections from other governments $121,695 Total additions 121,695 Deductions: Payments of tax to other governments 115,610 Administrative fee 6,085 Total deductions 121,695 Net increase in fiduciary net position - Net position - beginning - Net position - ending $ - CITY OF FRIDLEY, MINNESOTA STATEMENT OF CHANGES IN FIDUCIARY NET POSITION - FIDUCIARY FUNDS For The Year Ended December 31, 2022 The accompanying notes are an integral part of these financial statements. 57 This page intentionally left blank 58 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 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. 59 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 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 and the fiduciary 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 City reports the following major governmental funds: The General Fund is the City’s primary operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. The Debt 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. The Street Improvements Fund is used to account for repairs and replacements of city streets and street related equipment such as signs and street lights. 60 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 The Community Investment Fund is used to account for capital costs associated with the parks and public utilities maintained by the City. The Park Improvements Fund is used to account for repairs and replacements of city park equipment or park related improvements. The CARES/ARPA Fund is used to account for monies received as a result of the pandemic. The City reports the following major proprietary funds: The Liquor Fund accounts for operations of the municipal liquor stores. The Water Fund accounts for the water service charges which are used to finance the water system operating expenses. The Sewer Fund accounts for the sewer service charges which are used to finance the sanitary sewer system operating expenses. The Storm Water Fund accounts for storm sewer charges which are used to finance the storm sewer operating expenses. Additionally, the City reports the following fund types: Internal Service Funds are used to account for employee fringe benefits, pension benefits, and insurance deductibles 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. Fiduciary Funds - Custodial Funds are used to account for monies on behalf of 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 operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund’s principal ongoing operations. The principal operating revenues of the 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. 61 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 D. Budgets The City Charter grants the City Council full authority over the financial affairs of the City. The City Manager is charged with the responsibility of preparing the estimates of the annual budget and the enforcement of the provisions of the budget as specified in the City Charter. Upon adoption of the annual budget resolution by the Council, it becomes the formal appropriation budget for City operations. All budget adjustments must be approved by the Council. Budgets for the General and select Special Revenue Funds are adopted on a basis consistent with accounting principles generally accepted in the United States of America. Budgeted expenditure appropriations lapse at year end. Encumbrance accounting, under which purchase orders, contracts, and other commitments for the expenditure of monies are recorded in order to reserve that portion of the appropriation, is not employed by the City because it is, at present, not considered necessary to assure effective budgetary control or to facilitate effective cash management. 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, Solid Waste Abatement Fund, Police Activity Fund, and 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. 62 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 8. As required by the City Charter, budgetary control is maintained within department at the departmental level. 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. The following is a listing of funds whose expenditures exceeded budgeted appropriations: Final Amount Over Budget Actual Budget Nonmajor Funds: Solid Waste Abatement Fund $517,900 $524,558 $6,658 F. Cash and Investments Cash and investment balances from all funds are pooled and invested to the extent available in authorized investments. Investment income is allocated to individual funds on the basis of the fund’s equity in the cash and investment pool. 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. Investments are stated at fair value, based upon quoted market prices. Investment income is accrued at the balance sheet date. 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. 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 “due from/to other funds.” All short-term interfund receivables and payables at December 31, 2022 are planned to be eliminated in the subsequent year. 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. 63 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 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. H. 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 (including interest) is handled by the County in the same manner as property taxes. Property owners are allowed to (and often do) 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. 64 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 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. 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. I. 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 the other governmental funds are recorded as expenditures at the time of purchase. 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). J. 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. K. Lease Receivable The City's lease receivable is measured at the present value of lease payments expected to be received during the lease term. Under the lease agreement, the City may receive variable lease payments that are dependent upon the lessee's revenue/the lessee's usage levels. A deferred inflow of resources is recorded for the lease. The deferred inflow of resources is recorded at the commencement of the lease in an amount equal to the initial recording of the lease receivable and is recognized as revenue over the lease term. 65 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 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 City as assets with an estimated useful life in excess of two years and an initial cost of more than the following: Land $1 Building and building improvements $25,000 Land improvements $25,000 Vehicles and equipment $10,000 Infrastructure $50,000 Capitalization Threshold Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at estimated acquisition 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 City 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 to the acquisition year or estimated acquisition year). 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. 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: Improvements other than building 10 – 20 years Buildings and structures 10 – 40 years Machinery and equipment 3 – 25 years Infrastructure 15 – 50 years Assets The City has recorded a right to use leased asset as a result of implementing GASB 87. The right to use assets are initially measured at an amount equal to the initial measurement of the related lease liability plus any lease payments made prior to the lease term, less lease incentives and plus any ancillary charges necessary to place the lease into service. The right to use assets are amortized on a straight-line basis over the life of the related lease. 66 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 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 deferred and amortized over the life of the bonds. Issuance costs are immaterial and are expensed in the year of bond issuance. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. O. Fund 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. 67 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 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. 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 assets that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until then. The government has two items that qualify for reporting in this category. They are the pension and OPEB related deferred outflows of resources reported in the government-wide Statement of Net Position and the proprietary funds Statement of Net Position. 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 assets 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 pension related deferred inflows of resources reported in the government-wide Statement of Net Position and the proprietary funds Statement of Net Position and lease related deferred inflows reported in the government-wide Statements of Net Position and the governmental funds Balance Sheet. The City also has a 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 property taxes and special assessments. 68 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 S. Defined Benefit Pension Plans For purposes of measuring the net pension liability, deferred outflows and inflows of resources, and pension expense, information about the fiduciary net position of the Public Employees Retirement Association (PERA) and additions to and deductions from PERA’s fiduciary net position have been determined on the same basis as they are reported by PERA except that PERA’s fiscal year end is June 30. For this purpose, plan contributions are recognized as of employer payroll paid dates and benefit payments and refunds are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. T. 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 difference are as follows: Bonds payable $76,690,000 Premium on bonds payable 3,416,687 Accrued interest payable 1,278,004 Net adjustment to decrease net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities $81,384,691 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 difference are as follows: Capital outlay $2,686,883 Depreciation expense (4,795,561) Net adjustment to increase net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities ($2,108,678) 69 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 Another element of that reconciliation states that “revenues in the Statement of Activities that do not provide current financial resources are not reported as revenues in the funds”. The details of this difference are as follows: Unavailable revenue - general property taxes: At December 31, 2021 226,738 At December 31, 2022 (214,706) Unavailable revenue - special assessments: At December 31, 2021 1,226,881 At December 31, 2022 (1,189,938) Net adjustments to decrease net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities $48,975 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 difference are as follows: Principal repayments $2,105,000 Amortization of premium on bonds issuance 200,328 Bond Premium (1,481,771) Bond issuance (20,730,000) Net adjustment to increase (decrease) net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities ($19,906,443) 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. 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. Minnesota Statute 118A.03 identifies allowable forms of collateral. 70 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 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, 2022, the bank balance of the City’s and HRA’s deposits were either insured by the Federal Deposit Insurance Corporation (FDIC) or covered by perfected pledged collateral held in the City or HRA’s name. B. Investments Subject to rating, yield, maturity and issuer requirements as prescribed by statue, Minnesota Statutes 118A.04 and 118A.05 authorized the City to invest in United States securities, state and local securities, commercial paper, time deposits, temporary general obligation bonds, repurchase agreements, Minnesota joint powers investment trust and guaranteed investment contracts. As of December 31, 2022 the City’s investment balances were as follows: Fair Less Investment Type Rating Value Than 1 1-5 Federal Farm Credit Bank AA+$2,082,167 $1,985,033 $97,134 Federal Home Loan Bank AA+3,106,464 1,475,187 1,631,277 Federal National Mortgage Association AA+4,561,662 2,099,736 2,461,926 Federal Home Loan Mortgage Corporation AA+6,575,849 4,079,482 2,496,367 Local government bonds AA-AAA, Aaa-Aa3 22,180,223 3,279,308 18,900,915 Inter American Development Bank AAA 1,377,219 1,377,219 - International Development Finance Corp AA+4,435,782 2,670,568 1,765,214 US Treasuries A-1+/AA+ 16,774,282 8,973,019 7,801,263 Brokered Certificates of Deposits N/R 3,234,351 1,661,083 1,573,268 Commercial Paper A-1 397,379 397,379 - Money market N/R 6,733,730 6,733,730 - Total $71,459,108 $34,731,744 $36,727,364 Total investments $71,459,108 Deposits 2,374,560 Petty cash 4,900 Total cash and investments $73,838,568 Investment Maturities (in Years) As of December 31, 2022 the HRA investment balances were as follows: Fair Less Investment Type Rating Value Than 1 1-5 Federal National Mortgage Association AA+$235,898 $ - $235,898 Federal Home Loan Mortgage Corp AA+805,531 376,182 429,349 Local Government Bonds N/A, AAA, AA1, AA2 2,219,511 457,392 1,762,119 International Development Finance Corp AA+1,450,294 1,041,300 408,994 Inter American Development Bank AAA 245,453 245,453 - US Treasuries AA+6,591,504 2,469,343 4,122,161 Brokered Certificates of Deposits N/R, AAA 2,166,520 487,448 1,679,072 Money Market N/R 2,039,556 2,039,556 - Total $15,754,267 $7,116,674 $8,637,593 Total investments $15,754,267 Deposits 273,175 Total cash and investments $16,027,442 Investment Maturities (in Years) 71 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 The City categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. The hierarchy has three levels. Level 1 investments are valued using inputs that are based on quoted prices in active markets for identical assets. Level 2 investments are valued using inputs that are based on quoted prices for similar assets or inputs that are observable either directly or indirectly. Level 3 investments are valued using inputs that are unobservable. The City has the following recurring fair value measurements as of December 31, 2022: Fair Investment Type Value Level 1 Level 2 Level 3 Investments at fair value: Federal Farm Credit Bank $2,082,167 $ - $2,082,167 $ - Federal Home Loan Bank 3,106,464 - 3,106,464 - Federal National Mortgage Association 4,561,662 - 4,561,662 - Federal Home Loan Mortgage Corporation 6,575,849 - 6,575,849 - Local government bonds 22,180,223 - 22,180,223 - Inter American Development Bank 1,377,219 - 1,377,219 - International Development Finance Corp 4,435,782 - 4,435,782 - US Treasuries 16,774,282 - 16,774,282 - Brokered Certificates of Deposits 3,234,351 - 3,234,351 - Commercial Paper 397,379 - 397,379 - Money market $64,725,378 $ - $64,725,378 $ - Investments not categorized: Money market 6,733,730 Total $71,459,108 Fair Value Measurement Using The HRA has the following recurring fair value measurements as of December 31, 2022: Fair Investment Type Value Level 1 Level 2 Level 3 Investments at fair value: Federal National Mortgage Association $235,898 $ - $235,898 $ - Federal Home Loan Mortgage Corp 805,531 - 805,531 - Local Government Bonds 2,219,511 - 2,219,511 - International Development Finance Corp 1,450,294 - 1,450,294 - Inter American Development Bank 245,453 - 245,453 - US Treasury Note 6,591,504 - 6,591,504 - Brokered Certificates of Deposits 2,166,520 - 2,166,520 - Total/Subtotal $13,714,711 $ - $13,714,711 $ - Investments not categorized: Money market 2,039,556 Total $15,754,267 Fair Value Measurement Using 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, 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. 72 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 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 – Credit risk is the risk that an issuer or other counterparty to an investment will be unable to fulfill its obligation to the holder of the investment. State law limits investments to only those investment instruments authorized by Minnesota Statutes. The City’s investment policy does not place further restrictions on investment options. Concentration of credit risk – 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 and HRA places no limit on the amount the City or HRA 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 National Mortgage Association 6.38% Federal Home Loan Mortgage Corporation 9.20% International Development Finance Corp 6.21% US Treasuries 23.47% First American Treasury Obligation Fund 7.95% Investments in a single issuer exceeding 5% of the HRA’s overall investment portfolio are in various holdings as follows: Federal Home Loan Mortgage Corp 5.11% International Development Finance Corp 9.21% US Treasuries 41.84% 73 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 3. Receivables Significant receivables balances not expected to be collected within one year of December 31, 2022 are as follows: Street Community Nonmajor General Debt Service Improvements Investment Funds Total Special assessments receivable $36,672 $110 $816,019 $216 $31,283 $884,300 Delinquent property taxes 133,272 30,966 - - 5,162 169,400 Lease Receivable 2,136,994 - - - - 2,136,994 $2,306,938 $31,076 $816,019 $216 $36,445 $3,190,694 Major Funds Primary Government 4. Lease Receivable The City leases a portion of city owned sites for antenna rentals as follows: Estimated Estimated Range of Monthly Tower Leases Ending Term ** Payments During Lease Term Annual Adjustment Escalator Crown Castle - Well #13 11/6/2023 $8,898 - $9,343 Greater of 5% or CPI-U AT&T - Marion Hills 7/1/2025 $3,374 - $3,906 Greater of 5% or CPI-U AT&T - Public Works Garage 11/30/2028 $3,759 - $5,037 Greater of 5% or CPI-U T-Mobile - Marion Hills 6/17/2032 $3,039 - $3,705 Greater of 2% or CPI-U up to 5% T-Mobile - Commons Tower #1 3/28/2030 $2,919 - $3,420 Greater of 2% or CPI-U up to 5% T-Mobile - TH65 Tower #2 2/22/2035 $2,078 - $3,460 Greater of 4% or CPI-U T-Mobile - TH65 Tower #2 10/1/2025 $3,382 - $3,915 Greater of 5% or CPI-U Verizon - Commons Tower #1 6/30/2033 $3,610 - $6,175 Greater of 5% or CPI-U Verizon - TH65 Tower #2 2/13/2034 $3,610 - $6,484 Greater of 5% or CPI-U ** This is the period covered in which the lessor believes it is reasonably certain that the lease will be extended thru. The leases are measured at the present value of the future minimum lease payments expected to be received during the lease term at a discount rate of 5.50% which is based on the rate available to finance acquisitions over the same period. At December 31, 2022, the City recorded $2,428,744 in leases receivables and deferred inflows of resources for these arrangements. Total revenue recognized in relation to these leases is as follows: Amortization of lease-related deferred inflows: Site leases $226,590 Interest Revenue 128,085 Total revenue recognized in relation to lease assets $354,675 74 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 5. 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: Property Special Taxes Assessments Total Major funds: General $168,214 $49,812 $218,026 Debt Service 40,421 149 40,570 Street Improvements 62 1,097,190 1,097,252 Park Improvements 133 - 133 Community Investment 323 293 616 Nonmajor 5,553 42,494 48,047 Total unavailable revenue $214,706 $1,189,938 $1,404,644 6. Capital and Right to Use Leased Assets Capital asset and right to use leased asset activity for the year ended December 31, 2022 was as follows: Beginning Ending Primary Government Balance Increases Decreases Transfers Balance Governmental activities: Capital assets, not being depreciated: Land $5,502,104 $ - $ - $5,502,104 Construction in progress 204,563 2,266,881 (94,966) - 2,376,478 Total capital assets, not being depreciated 5,706,667 2,266,881 (94,966)0 7,878,582 Capital assets, being depreciated: Buildings and structures 53,582,322 91,751 (17,780) - 53,656,293 Machinery and equipment 14,129,919 170,381 (86,716)(51,717) 14,161,867 Improvements 5,429,043 252,836 - - 5,681,879 Infrastructure 36,468,235 - (165,624) - 36,302,611 Total capital assets, being depreciated 109,609,519 514,968 (270,120)(51,717) 109,802,650 Less accumulated depreciation for: Buildings and structures 8,076,988 2,103,354 (17,780) - 10,162,562 Machinery and equipment 9,160,434 1,179,398 (86,716)(51,717) 10,201,399 Improvements 1,955,079 302,468 - - 2,257,547 Infrastructure 21,218,355 1,210,341 (165,624) - 22,263,072 Total accumulated depreciation 40,410,856 4,795,561 (270,120)(51,717) 44,884,580 Total capital assets being depreciated - net 69,198,663 (4,280,593) - - 64,918,070 Governmental activities capital assets - net $74,905,330 ($2,013,712) ($94,966)$0 $72,796,652 75 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 Beginning Balance Ending Primary Government as restated* Increases Decreases Transfers Balance Business-type activities: Capital assets, not being depreciated or amortized: Land $699,047 $ - $ - $ - $699,047 Construction in progress 33,860 556,513 (8,410) - 581,963 Total capital assets, not being depreciated 732,907 556,513 (8,410)0 1,281,010 Capital assets, being depreciated and amortized: Buildings and structures 9,742,231 129,760 (253,846) - 9,618,145 Machinery and equipment 4,694,565 109,103 (122,559)51,717 4,732,826 Infrastructure 47,410,963 1,088,899 - - 48,499,862 Right to use leased assets 919,604 - - - 919,604 Total capital assets, being depreciated and amortized 62,767,363 1,327,762 (376,405)51,717 63,770,437 Less accumulated depreciation and amortization for: Buildings and structures 3,935,188 453,238 (253,846)4,134,580 Machinery and equipment 3,844,018 215,172 (122,559)51,717 3,988,348 Infrastructure 28,069,844 1,113,836 - - 29,183,680 Right to use leased assets - 134,576 - - 134,576 Total accumulated depreciation and amortization 35,849,050 1,916,822 (376,405)51,717 37,441,184 Total capital assets being depreciated and amortized - net 26,918,313 (589,060) - - 26,329,253 Business-type activities capital assets - net $27,651,220 ($32,547) ($8,410)$0 $27,610,263 *For the year ended December 31, 2022, the entity implemented GASB 87. In accordance with the requirements of GASB 87, the beginning balances here reflect a restatement as of January 1, 2022. The City has recorded 1 right to use leased asset for building space. The related lease is discussed in the Long-Term Liabilities footnote disclosure. Depreciation and amortization expense was charged to functions/programs of the primary government as follows: Governmental activities: General government $920,050 Public safety 1,106,930 Public works, including depreciation of general infrastructure assets 2,415,405 Community development 20,853 Parks and recreation 332,323 Total - governmental activities $4,795,561 Business-type activities: Liquor $179,886 Water 962,913 Sewer 394,076 Storm water 379,947 Total - business-type activities $1,916,822 76 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 7. Long-Term Liabilities 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, 2022, the long-term bonded debt of the City consisted of the following: Governmental Activities: $49,130,000 General Obligation Improvement Bonds, Series 2017A due in varying annual installments of $1,060,000 - $2,925,000 through February 1, 2042; interest at 3.00% - 5.00% $43,245,000 $9,510,000 General Obligation Tax Increment Bonds, Series 2019A due in varying annual installments of $930,000- $1,150,000 beginning February 1, 2027 through February 1, 2035; interest at 2.125% - 5.00% 9,510,000 $4,540,000 General Obligation Tax Increment Bonds, Series 2020A due in varying annual installments of $630,000- $860,000 beginning February 1, 2021 through February 1, 2026; interest at 5.00%3,205,000 $20,730,000 General Obligation Tax Abatement bonds, Series 2022A due in varying installments of $965,000 - $1,855,000, beginning February 1, 2024 through February 1, 2038; interest at 4.00% - 5.00% 20,730,000 Unamortized premium 3,416,687 Subtotal governmental activities 80,106,687 Business-Type Activities: $5,995,000 General Obligation Water Revenue Bonds of 2016A due in varying annual installments of $275,000 - $575,000 through February 1, 2031; interest at 2.00% - 2.25% 3,015,000 Unamortized premium 96,669 Subtotal business-type activities 3,111,669 Total primary government $83,218,356 Lease agreements that qualify as other than short-term leases under GASB 87 have been recorded at the present value of the future minimum lease payments as of the date of lease commencement. The City has entered into an agreement to lease building space. The lease requires 82 monthly lease payments that range from $12,153 - $13,975. The lease liability is measured at a discount rate of 5.50%, which is the City’s incremental borrowing rate. The lease requires the City to pay a portion of the operating costs of the building. As a result of the lease, the City has recorded a right to use asset with a net book value of $785,028 on December 31, 2022. 77 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 Total expense related to the leased asset for the year ended December 31, 2022 is as follows: Amortization expense on building space $134,576 Variable lease expense 86,530 Interest on lease liabilities 43,707 Total expense recognized in relation to leased assets $264,813 Annual debt service requirements to maturity for general obligation and revenue bonds are as follows: Year Ending December 31, Principal Interest Total 2023 $107,116 $42,370 $149,486 2024 131,927 35,777 167,704 2025 139,369 28,335 167,704 2026 147,230 20,474 167,704 2027 155,535 12,169 167,704 2028 136,294 3,459 139,753 Total $817,471 $142,584 $960,055 The future minimum lease obligation and the net present value of the minimum lease payments as of December 31, 2022 was as follows: Year Ending December 31, Principal Interest Principal Interest Principal Interest Principal Interest 2023 $1,465,000 $1,526,238 $745,000 $390,413 $ - $1,030,880 $575,000 $55,362 2024 1,535,000 1,451,238 780,000 352,288 965,000 942,325 285,000 46,763 2025 1,615,000 1,372,488 820,000 312,288 1,015,000 892,825 290,000 41,012 2026 1,695,000 1,289,738 860,000 270,288 1,065,000 840,825 295,000 35,163 2027 1,780,000 1,211,763 930,000 225,538 1,120,000 786,200 300,000 29,212 2028 1,850,000 1,139,163 975,000 177,912 1,175,000 728,825 310,000 23,113 2029 1,925,000 1,073,288 1,025,000 143,287 1,230,000 668,700 315,000 16,862 2030 1,985,000 1,014,637 1,045,000 122,587 1,295,000 605,575 320,000 10,512 2031 2,040,000 954,263 1,065,000 101,487 1,360,000 539,200 325,000 3,656 2032 2,105,000 890,771 1,085,000 79,987 1,425,000 469,575 - - 2033 2,170,000 822,619 1,105,000 58,087 1,500,000 396,450 - - 2034 2,240,000 750,956 1,130,000 35,737 1,575,000 319,575 - - 2035 2,315,000 676,937 1,150,000 12,219 1,650,000 247,200 - - 2036 2,390,000 600,481 - - 1,715,000 179,900 - - 2037 2,465,000 520,047 - - 1,785,000 109,900 - - 2038 2,550,000 433,825 - - 1,855,000 37,100 - - 2039 2,640,000 343,000 - - - - - - 2040 2,730,000 249,025 - - - - - - 2041 2,825,000 151,812 - - - - - - 2042 2,925,000 51,188 - - - - - - Total $43,245,000 $16,523,477 $12,715,000 $2,282,118 $20,730,000 $8,795,055 $3,015,000 $261,655 Governmental Activities Business-Type Activities G.O. Improvement G.O. Tax Abatement Revenue BondsG.O. Tax Increment Primary Government 78 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 Long-term liability activity for the year ended December 31, 2022 was as follows: Beginning Balance Ending Due Within as restated* Additions Reductions Balance One Year Governmental activities: Bonds payable: G.O. improvement bonds $44,495,000 $ - ($1,250,000) $43,245,000 $1,465,000 G.O. tax increment bonds 13,420,000 - (705,000) 12,715,000 745,000 G.O. tax abatement bonds - 20,730,000 - 20,730,000 - G.O. equipment certificates 150,000 - (150,000) - - Total bonds payable 58,065,000 20,730,000 (2,105,000) 76,690,000 2,210,000 Bond issuance premium/discount 2,135,244 1,481,771 (200,328) 3,416,687 - Compensated absences**1,148,400 66,523 - 1,214,923 839,664 Total governmental activities long-term debt $61,348,644 $22,278,294 ($2,305,328) $81,321,610 $3,049,664 Business-type activities: Bonds payable: G.O. revenue bonds $3,580,000 $ - ($565,000) $3,015,000 $575,000 Bond issuance premium/discount 108,506 - (11,837) 96,669 - Lease liability 919,604 - (102,133) 817,471 107,115 Total business-type activities long-term debt $4,608,110 $0 ($678,970) $3,929,140 $682,115 *For the year ended December 31, 2022, the entity implemented GASB 87. In accordance with the requirements of GASB 87, the beginning balances here reflect a restatement as of January 1, 2022. **The change in compensated absences is presented at the net amount. All long-term bonded indebtedness outstanding at December 31, 2022 is backed by the full faith and credit of the City, including improvement and revenue bond issues. Delinquent assessments receivable at December 31, 2022 totaled $28,080 Revenues Pledged Future revenue pledged for the payment of long-term debt is as follows: Percent of Debt service Principal Pledged Use of total as a % of Term of Remaining and Interest Revenue Bond Issue Proceeds Type debt service net revenues Pledge Principal paid received 2022A Park Improvements Property Taxes 100% - 2020- $20,730,000 $ - $ - 2038 2020A Housing Redevelopment Tax Increment 100% 99.8% 2020- 3,205,000 882,875 884,462 2026 2019A Housing Redevelopment Tax Increment 100% 98.5% 2020- 9,510,000 248,788 252,468 2035 2017A Building Improvements Property Taxes 100% 90.0% 2017- 43,245,000 2,844,113 3,156,703 2042 2012A Capital Equipment Property Taxes 100% - 2013- - 151,238 - 2022 2016A Water Revenue Bonds Infrastructure Improvements Water Customer 100% 11.70% 2016- 3,015,000 631,763 4,545,403 Net Revenue 2031 Revenue Pledged Current Year 79 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 8. Defined Benefit Pension Plans A. Plan Description The City participates in the following cost-sharing multiple-employer defined benefit pension plans administered by the Public Employees Retirement Association of Minnesota (PERA). PERA’s defined benefit pension plans are established and administered in accordance with Minnesota Statutes, Chapters 353 and 356. PERA’s defined benefit pension plans are tax qualified plans under Section 401(a) of the Internal Revenue Code. 1. General Employees Retirement Fund (GERF) All full-time (with the exception of employees covered by PEPFF) and certain part-time employees of the City are covered by the General Employees Retirement Fund (GERF). GERF members belong to the Coordinated Plan. Coordinated Plan members are covered by Social Security. 2. Public Employees Police and Fire Fund (PEPFF) The PEPFF, originally established for police officers and firefighters not covered by a local relief association, now covers all police officers and firefighters hired since 1980. Effective July 1, 1999, the PEPFF also covers police officers and firefighters belonging to local relief associations that elected to merge with and transfer assets and administration to PERA. B. Benefits Provided PERA provides retirement, disability, and death benefits. Benefit provisions are established by state statute and can only be modified by the state legislature. Vested, terminated employees who are entitled to benefits but are not receiving them yet, are bound by the provisions in effect at the time they last terminated their public service. 1. GERF Benefits 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. Two methods are used to compute benefits for PERA’s Coordinated members. Members hired prior to July 1, 1989 receive the higher of Method 1 or Method 2 formulas. Only Method 2 is used for members hired after June 30, 1989. Under Method 1, the accrual rate for Coordinated members is 1.2% for each of the first ten years of service and 1.7% for each additional year. Under Method 2, the accrual rate for Coordinated Plan members is 1.7% for all years of service. For members hired prior to July 1, 1989 a full annuity is available when age plus years of service equal 90 and normal retirement age is 65. For members hired on or after July 1, 1989, normal retirement age is the age for unreduced Social Security benefits capped at 66. 80 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 Benefit increases are provided to benefit recipients each January. The postretirement increase is equal to 50% of the cost-of-living adjustment (COLA) announced by the SSA, with a minimum increase of at least 1% and a maximum of 1.5%. Recipients that have been receiving the annuity or benefit for at least a full year as of the June 30 before the effective date of the increase will receive the full increase. Recipients receiving the annuity or benefit for at least one month but less than a full year as of the June 30 before the effective date of the increase will receive a reduced prorated increase. For members retiring on January 1, 2024 or later, the increase will be delayed until normal retirement age (age 65 if hired prior to July 1, 1989, or age 66 for individuals hired on or after July 1, 1989). Members retiring under Rule of 90 are exempt from the delay to normal retirement. 2. PEPFF Benefits Benefits for PEPFF members first hired after June 30, 2010 but before July 1, 2014 vest on a prorated basis from 50% after five years up to 100% after ten years of credited service. Benefits for PEPFF members first hired after June 30, 2014 vest on a prorated basis from 50% after ten years up to 100% after twenty years of credited service. The annuity accrual rate is 3% of average salary for each year of service. For PEPFF members who were first hired prior to July 1, 1989, a full annuity is available when age plus years of service equal at least 90. Benefit increases are provided to benefit recipients each January. Beginning in 2020, the postretirement increase will be fixed at 1%. Recipients that have been receiving the annuity or benefit for at least 36 months as of the June 30 before the effective date of the increase will receive the full increase. For recipients receiving the annuity or benefit for at least 25 months but less than 36 months as of the June 30 before the effective date of the increase will receive a reduced prorated increase. C. Contributions Minnesota Statutes Chapter 353 sets the rates for employer and employee contributions. Contribution rates can only be modified by the state legislature. 1. GERF Contributions Coordinated Plan members were required to contribute 6.50% of their annual covered salary in fiscal year 2022 and the City was required to contribute 7.50% for Coordinated Plan members. The City’s contributions to the GERF for the year ended December 31, 2022, were $569,464. The City’s contributions were equal to the required contributions as set by state statute. 2. PEPFF Contributions Police and Fire Plan members were required to contribute 11.80% of their annual covered salary in fiscal year 2022 and the City was required to contribute 17.70% for Police and Fire plan members. The City’s contributions to the PEPFF for the year ended December 31, 2022, were $903,357. The City’s contributions were equal to the required contributions as set by state statute. 81 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 D. Pension Costs 1. GERF Pension Costs At December 31, 2022, the City reported a liability of $7,777,472 for its proportionate share of GERF’s net pension liability. The City net pension liability reflected a reduction due to the State of Minnesota’s contribution of $16 million. The State of Minnesota is considered a non- employer contributing entity and the state’s contribution meets the definition of a special funding situation. The State of Minnesota’s proportionate share of the net pension liability associated with the City totaled $228,060. The net pension liability was measured as of June 30, 2022, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The City’s proportionate share of the net pension liability was based on the City’s contributions received by PERA during the measurement period for employer payroll paid dates from July 1, 2021 through June 30, 2022, relative to the total employer contributions received from all of PERA’s participating employers. The City’s proportionate share was 0.0982% at the end of the measurement period and 0.0987% for the beginning of the period. City's proportionate share of the net pension liability $7,777,472 State of Minnesota’s proportionate share of the net pension liability associated with the City 228,060 Total $8,005,532 For the year ended December 31, 2022, the City recognized pension expense of $1,034,986 for its proportionate share of the GERF’s pension expense. In addition, the City recognized an additional $34,077 as pension expense (and grant revenue) for its proportionate share of the State of Minnesota’s contribution of $16 million to the GERF. At December 31, 2022, the City reported its proportionate share of the GERF’s deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Outflows Deferred Inflows of Resources of Resources Differences between expected and actual economic experience $64,963 $83,063 Changes in actuarial assumptions 1,760,183 31,552 Net collective difference between projected and actual investment earnings 134,499 - Changes in proportion 151,894 21,801 Contributions paid to PERA subsequent to the measurement date 289,986 - Total $2,401,525 $136,416 82 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 The $289,986 reported as deferred outflows of resources related to pensions resulting from City contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2023. Other amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as follows: Year Ended Pension December 31, Expense 2023 $766,819 2024 760,066 2025 (255,118) 2026 703,356 Thereafter - $1,975,123 2. PEPFF Pension Costs At December 31, 2022, the City reported a liability of $17,615,297 for its proportionate share of the PEPFF’s net pension liability. The net pension liability was measured as of June 30, 2022 and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The City’s proportionate share of the net pension liability was based on the City’s contributions received by PERA during the measurement period for employer payroll paid dates from July 1, 2021 through June 30, 2022, relative to the total employer contributions received from all of PERA’s participating employers. The City’s proportionate share was 0.4048% at the end of the measurement period and 0.3895% for the beginning of the period. The State of Minnesota also contributed $18 million to PEPFF during the plan fiscal year ended June 30, 2022. The contribution consisted of $9 million in direct state aid that does meet the definition of a special funding situation and $9 million in supplemental state aid that does not meet the definition of a special funding situation. The direct state aid was paid on October 1, 2021. Thereafter, by October 1 of each year, the state will pay $9 million to the PEPFF until full funding is reached or July 1, 2048, whichever is earlier. The $9 million in supplemental state aid will continue until the fund is 90% funded, or until the State Patrol Plan (administered by the Minnesota State Retirement System) is 90% funded, whichever occurs later. The State of Minnesota is included as a non-employer contributing entity in the PEPFF Schedule of Employer Allocations and Schedule of Pension Amounts by Employer, Current Reporting Period Only (pension allocation schedules) for the $9 million in direct state aid. PEPFF employers need to recognize their proportionate share of the State of Minnesota’s pension expense (and grant revenue) under GASB 68 special funding situation accounting and financial reporting requirements. For the year ended December 31, 2022, the City recognized pension expense of $1,336,725 for its proportionate share of the Police and Fire Plan’s pension expense. The City recognized an additional $149,275 as pension expense (and grant revenue) for its proportionate share of the State of Minnesota’s contribution of $9 million to the PEPFF. 83 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 The State of Minnesota is not included as a non-employer contributing entity in the Police and Fire Pension Plan pension allocation schedules for the $9 million in supplemental state aid. The City recognized $36,432 for the year ended December 31, 2022 as revenue and an offsetting reduction of net pension liability for its proportionate share of the State of Minnesota’s on-behalf contributions to the Police and Fire Fund. At December 31, 2022, the City reported its proportionate share of the PEPFF’s deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Outflows Deferred Inflows of Resources of Resources Differences between expected and actual economic experience $1,077,186 $ - Changes in actuarial assumptions 10,369,316 107,548 Net collective difference between projected and actual investment earnings 242,292 - Changes in proportion 387,446 209,473 Contributions paid to PERA subsequent to the measurement date 453,499 Total $12,529,739 $317,021 The $453,499 reported as deferred outflows of resources related to pensions resulting from City contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2023. Other amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as follows: Year Ended Pension December 31, Expense 2023 $2,448,099 2024 2,205,686 2025 1,984,816 2026 3,625,984 2027 1,494,634 Thereafter - $11,759,219 The net pension liability will be liquidated by the general, water, sewer, storm water and liquor funds. E. Actuarial Assumptions The total pension liability in the June 30, 2022 actuarial valuation was determined using an individual entry-age normal actuarial cost method and the following actuarial assumptions: Inflation 2.25% per year Investment Rate of Return 6.50% 84 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 The long-term investment rate of return is based on a review of inflation and investment return assumptions from a number of national investment consulting firms. The review provided a range of investment return rates deemed to be reasonable by the actuary. An investment return of 6.50% was deemed to be within that range of reasonableness for financial reporting purposes. Benefit increases after retirement are assumed to be 1.25% for the GERF. The PEPFF benefit increase is fixed at 1.00% per year and that increase was used in the valuation. Salary growth assumptions in the GERF range in annual increments from 10.25% after one year of service to 3.0% after 27 years of service. In the PEPFF, salary growth assumptions range from 11.75% after one year of service to 3.0% after 24 years of service. Mortality rates for GERF were based on the Pub-2010 General Employee Mortality Table. Mortality rates for PEPFF were based on the Pub-2010 Public Safety Employee Mortality tables. The tables are adjusted slightly to fit PERA’s experience. Actuarial assumptions for GERF are reviewed every four years. The most recent four-year experience study for GERF was completed in 2019. The assumption changes were adopted by the Board and become effective with the July 1, 2020 actuarial valuation. The most recent four- year experience study for PEPFF was completed in 2020 and adopted by the Board and became effective with the July 1, 2021 actuarial valuation. The following changes in actuarial assumptions and plan provisions occurred in 2022: General Employees Fund Changes in Actuarial Assumptions:  The mortality improvement scale was changed from Scale MP-2020 to Scale MP-2021. Police and Fire Fund Changes in Actuarial Assumptions:  The single discount rate was changed from 6.50% to 4.50%.  The mortality improvement scale was changed from Scale MP-2020 to Scale MP-2021. The State Board of Investment, which manages the investments of PERA, prepares an analysis of the reasonableness on a regular basis of the long-term expected rate of return using a building-block method in which best-estimate ranges of expected future rates of return are developed for each major asset class. These ranges are combined to produce an expected long- term rate of return by weighting the expected future rates of return by the target asset allocation percentages. The target allocation and best estimates of geometric real rates of return for each major asset class are summarized in the following table: Target Long-Term Expected Asset Class Allocation Real Rate of Return Domestic equity 33.5%5.10% International equity 16.5%5.30% Fixed income 25.0%0.75% Private markets 25.0%5.90% Total 100% 85 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 F. Discount Rate The discount rate for the GERF used to measure the total pension liability in 2022 was 6.5%. The projection of cash flows used to determine the discount rate assumed that contributions from plan members and employers will be made at rates set in Minnesota Statutes. Based on these assumptions, the fiduciary net position of the GERF was projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. In the PEPFF, the fiduciary net position was projected to be available to make all projected future benefit payments of current plan members through June 30, 2060. Beginning in fiscal year ended June 30, 2061, projected benefit payments exceed the funds' projected fiduciary net position. Benefit payments projected after were discounted at the municipal bond rate of 3.69% (based on the weekly rate closest to but not later than the measurement date of the Fidelity "20-Year Municipal GO AA Index"). The resulting equivalent single discount rate of 5.40% for the PEPFF was determined to give approximately the same present value of projected benefits when applied to all years of projected benefits as the present value of projected benefits using 6.5% applied to all years of projected benefits through the point of asset depletion and 3.69% thereafter. G. Pension Liability Sensitivity The following presents the City’s proportionate share of the net pension liability, calculated using the discount rate disclosed in the preceding paragraph, as well as what the City’s proportionate share of the net pension liability would be if it were calculated using a discount rate one percentage point lower or one percentage point higher than the current discount rate: 1% Decrease in 1% Increase in Discount Rate (5.5%) Discount Rate (6.5%) Discount Rate (7.5%) City's Proportionate share of the GERF net pension liability $12,284,925 $7,777,472 $4,080,666 1% Decrease in 1% Increase in Discount Rate (4.4%) Discount Rate (5.4%) Discount Rate (6.4%) City's Proportionate share of the PEPFF net pension liability $26,658,493 $17,615,297 $10,304,415 H. Pension Plan Fiduciary Net Position Detailed information about each pension plan’s fiduciary net position is available in a separately- issued PERA financial report that includes financial statements and required supplementary information. That report may be obtained at www.mnpera.org. 86 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 I. Pension Expense Pension expense recognized by the City for the year ended December 31, 2022 is as follows GERF $1,069,063 PEPFF 1,486,000 Total $2,555,063 9. Defined Contribution Plan Five Council members of the City of Fridley are covered by the Public Employees Defined Contribution Plan (PEDCP), a multiple-employer deferred compensation plan administered by PERA. 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 earnings, 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% 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% of employer contributions and twenty-five hundredths of 1% (.0025) of the assets in each member's account annually. Total contributions made by the City during fiscal year 2022 were: Employer Percentage of Covered Payroll Required Employee (Pension Expense)Employee Employer Rate $2,138 $2,138 5%5%5% Contribution Amount 87 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 10. 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 the 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 $199,515 and $184,950 in State Aid to the Association for December 31, 2022 and 2021, respectively. This transaction is recorded as revenue and expenditures in the City’s financial statements. During 2022 and as of December 31, 2022, the Association held no securities issued by the City or other related parties. 11. Post-Employment Benefits Other Than Pensions (OPEB) A. Plan Description In addition to providing the pension benefits described in Notes 8 and 9, the City provides post employment health care benefits, as defined in paragraph B, through its group health insurance plan (the plan). The plan is a single-employer defined benefit OPEB plan 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. No assets are accumulated in a trust that meets the criteria in paragraph 4 of GASB Statement No. 75. B. Benefits Provided 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. 88 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 The City provides health coverage for peace officers or firefighters disabled or killed in the line of duty in accordance with Minnesota Statute 299A.465. The amount of coverage provided is equal to the employer portion of health insurance premiums that would have otherwise been paid if the officer or firefighter was an active employee. During 2022, benefits were provided to four officers disabled in the line of duty. 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, Medicare becomes the primary insurer. C. Participants As of the January 1, 2021 actuarial valuation date, participants of the plan consisted of: Active employees 146 Inactive employees or beneficiaries currently receiving benefits 4 Total 150 D. Total OPEB Liability and Changes in Total OPEB Liability The City’s total OPEB liability of $1,542,143 was measured as of January 1, 2022 and was determined by an actuarial valuation as of January 1, 2021. Changes in the total OPEB liability during 2022 were: Balance - beginning of year $1,509,036 Changes for the year: Service cost 41,774 Interest cost 30,625 Changes of benefit terms - Differences between expected and actual experience - Changes in assumptions - Benefit payments (39,292) Net changes 33,107 Balance - end of year $1,542,143 There were no plan changes since the measurement date of January 1, 2022. 89 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 E. Actuarial Assumptions and Other Inputs The total OPEB liability in the January 1, 2021 actuarial valuation was determined using the following actuarial assumptions and other inputs, applied to all periods included in the measurement, unless otherwise specified: Inflation 2.50% Salary increases service graded increases ranging from 3% - 12.25% Discount rate 2.00% 20-year municipal bond yield 2.00% Healthcare cost trend rates 6.25% in 2022 grading to 5.00% over 5 years and then 4.00% over the next 48 years Retirees' share of benefit-related costs 100% Since the plan is funded on a pay-as-you-go basis, both the discount rate and the investment rate of return was based on published rate information for 20-year high quality, tax exempt, general obligation municipal bonds as of the measurement date. Mortality rates were based on the Pub-2010 Public Retirement Plan Headcount – weighted mortality tables (General, Safety) with MP-2020 Generational Improvement Scale. The actuarial assumptions (retirement withdrawal) used in the January 1, 2022 valuation are similar to those used to value pension liabilities for Minnesota public employees. The state pension plans base their assumptions on periodic experience studies. There were no changes in assumptions and other inputs since the prior measurement date. F. Sensitivity of the Total OPEB Liability to Changes in The Discount Rate The following presents the total OPEB liability of the City, as well as what the City’s total OPEB liability would be if it were calculated using a discount rate that is 1% lower (1.00%) or 1% higher (3.00%) than the current discount rate: 1% Decrease Discount Rate 1% Increase (1.00%) (2.00%) (3.00%) Total OPEB liability $1,723,412 $1,542,143 $1,384,473 G. Sensitivity of the Total OPEB Liability to Changes in the Healthcare Cost Trend Rates The following presents the total OPEB liability of the City, as well as what the City’s total OPEB liability would be if it were calculated using healthcare cost trend rates that are 1% lower (5.25% decreasing to 4.00% over 5 years and then to 3% over the next 48 years) or 1% higher (7.25% decreasing to 6.00% over 5 years and then to 5% over the next 48 years) than the current healthcare cost trend rates: Healthcare Cost 1% Decrease Trend Rates 1% Increase (5.25% decreasing to 4.00%) (6.25% decreasing to 5.00%) (7.25% decreasing to 6.00%) Total OPEB liability $1,358,410 $1,542,143 $1,756,802 90 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 H. OPEB Expense and Deferred Outflows and Inflows of Resources Related To OPEB For the year ended December 31, 2022, the City recognized $110,339 of OPEB expense. At December 31, 2022, the City reported deferred outflows and inflows of resources related to OPEB from the following sources: Deferred Outflows Deferred Inflows of Resources of Resources Difference between expected and actual experience $172,610 $204,570 Changes in actuarial assumptions 200,400 30,513 Contributions subsequent to the measurement date 54,737 - Total $427,747 $235,083 $54,737 reported as deferred outflows of resources related to OPEB resulting from City contributions after the measurement date will be recognized as a reduction of the OPEB liability in the year ended December 31, 2023. Amounts reported as deferred outflows and inflows of resources related to OPEB will be recognized in OPEB expense as follows: Year Ended OPEB December 31, Expense 2023 $37,941 2024 37,941 2025 37,941 2026 37,941 2027 2,416 Thereafter (16,253) 91 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 12. Interfund Receivables, Payables and Transfers Interfund payables and receivables are representative of lending/borrowing arrangements to cover deficit cash balances (unless otherwise indicated below) at the end of the fiscal year. Interfund receivables and payables of the City are as follows: Interfund Interfund Receivables Payables Due From/Due To: Major Funds: General Fund (2)$15,373 $ - Community Investment (1) (3)3,544,365 Water (1) (3) - 3,244,365 Sewer (3) - 170,000 Storm Water (3) - 130,000 Nonmajor Governmental Funds: Police Activity (2) - 15,373 Total $3,559,738 $3,559,738 (1) Interfund loan from Community Investment Fund to Water Fund to support capital costs related to the Locke Park Water Treatment Improvement Project Balance was $2,629,365 at December 31, 2022. (2) Interfund receivables and payables that relate to lending/ borrowing arrangements to cover deficit cash balances. (3) Interfund loan from Community Investment Fund to Water, Sewer, and Storm Water Funds to pay off the 2010A revenue bond to save on interest expense. Balance is $915,000 at December 31, 2022. Interfund receivables and payables of the HRA component unit at December 31, 2022 are as follows: Interfund Interfund Receivables Payables Due From/Due To: Major Funds: General Fund $9,731,717 $ - Lake Pointe - 160,303 Gateway Northeast - 2,458,986 BAE Hazardous Sub District - 2,471,857 Locke Point Park - 4,295,325 Nonmajor Governmental Funds: Gateway East - 121,032 Gateway West - 190,594 Northern Stacks VIII - 7,767 Holly Center - 25,853 Total $9,731,717 $9,731,717 The above balances are not expected to be eliminated within one year of December 31, 2022. 92 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 Interfund Transfers: Transfer In Transfer Out Governmental Funds: Major Funds: General Fund (3) (4) (5)$259,715 $ - Street Improvements (2) (5) - 103,800 Community Investment (3) - 100,000 Park Improvements (1) (4)100,000 67,415 Nonmajor Governmental Funds: - Capital Equipment (2)250,000 Total governmental funds 609,715 271,215 Proprietary Funds: Liquor (2) (3) - 338,500 Total $609,715 $609,715 (1) Transfer of $100,000 from Community Investment to finance park improvements. (2) Transfer from Liquor fund to Capital Equipment ($250,000). (3) Transfer of $100,000 and $88,500 from Community Investment to finance park improvements and General Fund activities. (4) Transfer of $67,415 from the Park Improvements Fund to the General Fund cover employee time spent on park improvements (5) Transfer of $103,800 from the Street Improvements Fund to finance General Fund activities. 93 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 13. Fund Balance A. Fund Balance Classifications At December 31, 2022, a summary of the governmental fund balance classifications are as follows: Debt Street Community Park CARES/Other Total Component General Service Improvements Investment Improvements ARPA Governmental City Unit Nonspendable: Inventory $74,250 $ - $ - $ - $ - $ - $ - $74,250 $ - Prepaid items 151,168 - - - - - - 151,168 - Mortgage loan receivable - - - - - - - - 2,968,421 Total nonspendable 225,418 - - - - - - 225,418 2,968,421 Restricted for: Donations 58,765 - - - - - 2,218 60,983 - Debt service - 3,766,432 - - - - - 3,766,432 - Tax increment - - - - - - - - 5,527,421 Police forfeitures - - - - - - 117,334 117,334 - Cable television equipment - - - - - - 67,379 67,379 - Unspent bond proceeds - - - - 21,183,039 - - 21,183,039 - Total restricted 58,765 3,766,432 - - 21,183,039 - 186,931 25,195,167 5,527,421 Committed to: Cable television programming - - - - - - 1,060,217 1,060,217 - Recycling programs - - - - - - 86,769 86,769 - Nature Center activities - - - - - - 228,897 228,897 - Community investment - - - 13,082,582 - - - 13,082,582 - Police activity - - - - - - 22,599 22,599 - Capital equipment - - - - - - 2,005,625 2,005,625 - Emergency reserves - - - - - - 36,314 36,314 - Housing loan program - - - - - - - - 951,769 Total committed - - - 13,082,582 - - 3,440,421 16,523,003 951,769 Assigned to: Capital improvements - - 2,529,230 - 2,152,149 - 2,156,837 6,838,216 - Unassigned 10,563,650 (52,988) - - - (13,792) - 10,496,870 8,892,347 Total $10,847,833 $3,713,444 $2,529,230 $13,082,582 $23,335,188 ($13,792) $5,784,189 $59,278,674 $18,339,958 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, 2022, the unassigned fund balance of the General Fund was $10,563,650, compared to its targeted unassigned fund balance of between $7,369,075 and $10,527,250. 94 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 14. Tax Increment Districts The HRA is the administering authority for the following Tax Increment Districts: Fiscal Retained Year Disparity By Established District District Name Current Original Captured Adjustments Authority 1985 6 Lake Pointe $1,361,732 $326,940 $1,034,792 $ - $1,034,792 1995 13 Satellite Lane Apartments 60,660 1,403 59,257 - 59,257 2000 17 Gateway East 64,061 3,147 60,914 - 60,914 2007 18 Gateway West 67,672 4,430 63,242 - 63,242 2007 19 Main Street 277,916 45,628 232,288 - 232,288 2013 20 TIF 20 HSS 20A 2,994,812 278,938 2,715,874 - 2,715,874 2009 21 Gateway Northeast 95,613 28,419 67,194 - 67,194 2013 22 Northstar Transit Station 2,354,626 518,602 1,836,024 - 1,836,024 2017 23 Locke Point Park 405,506 63,447 342,059 - 342,059 2018 24 Northern Stacks VIII 292,652 115,566 177,086 - 177,086 2020 25 Holly Center 314,936 7,049 307,887 - 307,887 2017 HR1/V5 Housing Replacement 3,386 208 3,178 - 3,178 1995 HR1/V6 Housing Replacement 6,992 316 6,676 - 6,676 1995 HR1/V9 Housing Replacement 3,542 286 3,256 - 3,256 1995 HR1/W1 Housing Replacement 3,433 357 3,076 - 3,076 1995 HR1/W2 Housing Replacement 3,198 286 2,912 - 2,912 1995 HR1/W6 Housing Replacement 10,460 516 9,944 - 9,944 1995 HR1/W7 Housing Replacement 3,677 170 3,507 - 3,507 1995 HR1/X8 Housing Replacement 7,424 503 6,921 - 6,921 2017 HR1/X9 Housing Replacement 4,472 164 4,308 - 4,308 1995 HR1/Y1 Housing Replacement 3,443 201 3,242 - 3,242 1995 HR1/Y2 Housing Replacement 3,737 181 3,556 - 3,556 2017 HR1/Y5 Housing Replacement 4,316 328 3,988 - 3,988 2015 HR1/Y4 Housing Replacement 3,912 251 3,661 - 3,661 2020 HR1/AA5 Housing Replacement 4,243 295 3,948 - 3,948 2020 HR1/AA7 Housing Replacement 4,235 299 3,936 - 3,936 2021 HR1/BB3 Housing Replacement 4,919 547 4,372 - 4,372 2021 HR1/BB4 Housing Replacement 4,138 350 3,788 3,788 Totals $8,369,713 $1,398,827 $6,970,886 $ - $6,970,886 Tax Capacity Values 15. Commitments and Contingencies A. Risk Managements 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 $25,000 deductible. 95 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 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. 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, 2022, the Self Insurance Fund has accumulated equity in the amount of $841,968 to cover future claims and losses. B. Litigation The City attorney and management 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 and management, 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, 2022. 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. 96 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 E. Tax Abatements – Pay-As-You-Go Tax Increment The HRA provides tax abatements pursuant to Minnesota Statutes 469.174 to 469.1794 (Tax Increment Financing) through a pay-as-you-go note program. Tax increment financing (TIF) can be used to encourage private development, redevelopment, renovation and renewal, growth in low-to-moderate-income housing, and economic development within the City. TIF captures the increase in tax capacity and property taxes from development or redevelopment to provide funding for the related project. The HRA has five tax increment pay-as-you-go agreements. The agreements are not a general obligation of the HRA and are payable solely from available tax increment. Accordingly, these agreements are not reflected in the financial statements of the HRA. Details of the pay-as-you-go notes are as follows: TIF District #6, Lake Pointe (Medtronic): Issued in 2001 in the principal sum of $20,000,000 with an interest rate of 6.75% per annum. Principal and interest shall be paid on August 1, 2001 and each February 1 and August 1 thereafter to and including March 1, 2026. Payments are payable solely from available tax increment derived from the developed/redeveloped property and paid to the HRA. The pay-as- you-go note provides for payment to the developer equal to 90% of all tax increment received in the prior six months. The payment reimburses the developer for public improvements. The HRA shall have no obligation to pay any unpaid balance of principal or accrued interest that may remain after the final payment on March 1, 2026. The current year abatement (TIF note payments) amounted to $527,281. At December 31, 2022, the principal amount outstanding on the note was $20,000,000. TIF District #19, Main Street: Issued in 2008 in the principal sum of $1,500,000 with an interest rate of 7.00% per annum. Principal and interest shall be paid on August 1, 2009 and each February 1 and August 1 thereafter to and including February 1, 2025. Payments are payable solely from available tax increment derived from the developed/redeveloped property and paid to the HRA. The pay-as- you-go note provides for payment to the developer equal to 90% of all tax increment received in the prior six months. The payment reimburses the developer for certain public redevelopment costs. The current year abatement (TIF note payments) amounted to $127,137 At December 31, 2022, the principal amount outstanding on the note was $1,500,000. TIF District #22, Northstar – Fridley Senior Apartments Issued in 2021 in the principal sum of $3,204,650 with an interest rate of 5.00% per annum. Principal and interest shall be paid on August 1, 2022, and each February 1 and August 1 thereafter to and including February 1, 2043. Payments are solely from available tax increment derived from developed/redeveloped property and paid to the HRA. The pay-as-you-go note provides for payment to the developer equal to 90% of all increments received in the prior six months. The HRA shall have no obligation to pay any unpaid balance of principal or accrued interest that may remain after the final payment on February 1, 2043. Current year abatement (TIF note payments) amounted to $242,219. At December 31, 2022, the balance outstanding was $3,204,650. 97 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 TIF District #22, Fridley Market Apartments Issued in 2021 in the principal sum of $2,845,250 with an interest rate of 5.00% per annum. Principal and interest shall be paid on August 1, 2022, and each February 1 and August 1 thereafter to and including February 1, 2043. Payments are solely from available tax increment derived from developed/redeveloped property and paid to the HRA. The pay-as-you-go note provides for payment to the developer equal to 90% of all increments received in the prior six months. The HRA shall have no obligation to pay any unpaid balance of principal or accrued interest that may remain after the final payment on February 1, 2043. Current year abatement (TIF note payments) amounted to $282,294. At December 31, 2022, the balance outstanding was $2,832,465. TIF District #24, Northern Stacks Phase VIII: Issued in 2018 in the principal sum of $660,000 with an interest rate of 5.75% per annum. Principal and interest shall be paid on August 1, 2020 and each February 1 and August 1 thereafter to and including February 1, 2042. Payments are payable solely from available tax increment derived from the developed/redeveloped property and paid to the HRA. The pay-as- you-go note provides for payment to the developer equal to 90% of all tax increment received in the prior six months. The payment reimburses the developer for street, utilities, right-of-way, land acquisition, and other public improvements. The HRA shall have no obligation to pay any unpaid balance of principal or accrued interest that may remain after the final payment on February 1, 2042. Current year abatement (TIF note payments) amounted to $41,607. At December 31, 2022, the principal amount outstanding on the note was $645,676. 16. 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, 2022, there are four series outstanding issued after July 1, 1995 with an aggregate principal amount payable of $43,983,624. 98 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 17. Deficit Fund Balances At December 31, 2022, individual funds with a deficit fund balance are as follows: Primary government: Governmental Funds CARES/ARPA ($13,792) Internal Service Fund: Employee Benefits (10,685,970) Component unit: Gateway Northeast ($2,458,986) BAE Hazardous Sub District (2,468,255) Locke Point Park (4,292,484) Lake Pointe (160,169) Gateway East (121,032) Gateway West (190,594) Northern Stacks VIII (28,570) Holly Center (25,853) 18. 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, 2022 is $2,957,432. 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. 19. Construction Commitments At December 31, 2022, the City had construction project contracts in progress. The commitments related to the remaining contract balances amounted to $786,447. 20. Adoption of New Accounting Standard The City implemented GASB statement No. 87 for the year ended December 31, 2022. As a result, a lease receivable and deferred inflows of resources are reported on the Statement of Net Position for the government-wide financial statements and the Balance Sheet for the governmental funds financial statements. Additionally, a right to use leased asset and lease liability was added to the Statement of Net Position for the government-wide and proprietary funds financial statements. The standard was implemented as of January 1, 2022 and had no impact on the prior year fund balance or net position. 99 THE CITY OF FRIDLEY, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2022 21. Prior Period Adjustment During the 2022 audit, it was determined that the City should have recognized $50,000 of revenue from a developer’s deposit that assisted in financing a City project that was substantially completed and therefore earned in 2021. Below is the impact of the prior period adjustment: Storm Businss-Type Water Fund Activities Fund balance - January 1, 2022, as previously reported $10,389,410 $35,293,914 Prior period adjustment: Revenue unearned in prior year 50,000 50,000 Net position/fund balance - January 1, 2022 as restated $10,439,410 $35,343,914 22. Recently Issued Accounting Standards The Governmental Accounting Standards Board (GASB) recently approved the following statements which were not implemented for these financial statements: Statement No. 94 Public-Private and Public-Public Partnerships and Availability Payment Arrangements. The provisions of this Statement are effective for reporting periods beginning after June 15, 2022. Statement No. 96 Subscription – Based Information Technology Arrangements. The provisions of this Statement are effective for reporting periods beginning after June 15, 2022. Statement No. 99 Omnibus 2022. The provisions of this Statement are effective for reporting periods beginning after June 15, 2022. Statement No. 100 Accounting Changes and Error Corrections - an amendment to GASB Statement No. 62. The provisions of this Statement are effective for reporting periods beginning after June 15, 2023. The effect these standards may have on future financial statements is not determinable at this time, but it is expected that Statement No. 96 may have a material impact. 23. Subsequent Events and Uncertainties Subsequent events have been evaluated for recognition or disclosure through June 5, 2023, the date the financial statements were available to be issued. 100 REQUIRED SUPPLEMENTARY INFORMATION 101 Exhibit B-1 Page 1 of 4 Variance with Final Budget - Actual Positive Original Final Amounts (Negative) Revenues: Taxes and special assessments: Current ad valorem taxes $13,614,500 $13,614,500 $13,641,483 $26,983 Delinquent ad valorem taxes-net of abatements 14,800 14,800 8,406 (6,394) Penalties and interest 8,100 8,100 16,973 8,873 Special assessments 22,900 22,900 92,978 70,078 Total taxes and special assessments 13,660,300 13,660,300 13,759,840 99,540 Licenses and permits: Licenses: Rental 175,000 175,000 179,052 4,052 Business 79,200 79,200 75,440 (3,760) All other 36,600 36,600 30,138 (6,462) Permits 893,200 893,200 565,338 (327,862) Total licenses and permits 1,184,000 1,184,000 849,968 (334,032) Intergovernmental revenue: Federal grants 165,000 165,000 166,072 1,072 State maintenance aid 446,500 446,500 484,832 38,332 Local grants 671,800 671,800 678,447 6,647 Other state grants 194,700 244,700 203,008 (41,692) Police and fire pension 572,000 649,000 656,150 7,150 Total intergovernmental revenue 2,050,000 2,177,000 2,188,509 11,509 Charges for services: General government 1,245,000 1,245,000 1,256,560 11,560 Public safety 354,500 539,500 524,717 (14,783) Public works 411,700 411,700 287,352 (124,348) Community development 41,400 224,400 210,486 (13,914) Recreation 159,500 159,500 142,951 (16,549) Total charges for services 2,212,100 2,580,100 2,422,066 (158,034) Fines and forfeits 158,600 158,600 120,612 (37,988) Investment income: Interest and dividends 101,300 101,300 225,682 124,382 Net change in the fair value of investments - - (334,693) (334,693) Total investment income 101,300 101,300 (109,011) (210,311) Miscellaneous revenue: Insurance and other reimbursements 20,300 20,300 61,872 41,572 Gambling tax 35,000 35,000 54,121 19,121 Donations 7,300 7,300 56,197 48,897 Miscellaneous 12,700 87,700 115,629 27,929 Total miscellaneous revenue 75,300 150,300 287,819 137,519 Total revenues 19,441,600 20,011,600 19,519,803 (491,797) 2022 Budgeted Amounts CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE - GENERAL FUND For The Year Ended December 31, 2022 See accompanying notes to required supplementary information 102 Exhibit B-1 Page 2 of 4 Variance with Final Budget - Actual Positive Original Final Amounts (Negative) Expenditures: General government: City management: Mayor and council: Current: Personnel services $89,300 $89,300 $89,644 ($344) Supplies and other charges 76,200 76,200 57,863 18,337 Total mayor and council 165,500 165,500 147,507 17,993 City manager: Current: Personnel services 353,900 356,900 372,571 (15,671) Supplies and other charges 23,100 23,100 18,946 4,154 Total city manager 377,000 380,000 391,517 (11,517) Employee resources: Current: Personnel services 334,900 345,900 310,150 35,750 Supplies and other charges 61,900 61,900 35,201 26,699 Total employee resources 396,800 407,800 345,351 62,449 Legal: Current: Supplies and other charges 406,600 406,600 388,790 17,810 Elections: Current: Personnel services 65,000 65,000 47,044 17,956 Supplies and other charges 33,800 33,800 16,343 17,457 Total elections 98,800 98,800 63,387 35,413 Communications and engagement Current: Personnel services 196,600 196,600 161,144 $35,456 Supplies and other charges 74,200 74,200 56,574 17,626 Total communications and engagement 270,800 270,800 217,718 53,082 City clerk/records: Personnel services 139,600 152,600 170,827 (18,227) Supplies and other charges 9,600 9,600 16,353 (6,753) Total city clerk/records 149,200 162,200 187,180 (24,980) Total city management 1,864,700 1,891,700 1,741,450 150,250 Finance: Accounting: Current: Personnel services 608,400 608,400 600,088 8,312 Supplies and other charges 108,900 112,900 97,171 15,729 Total accounting 717,300 721,300 697,259 24,041 Assessing: Current: Personnel services 275,900 280,900 273,618 7,282 Supplies and other charges 15,800 15,800 15,475 325 Total assessing 291,700 296,700 289,093 7,607 ITS: Current: Personnel services 367,800 397,800 350,944 46,856 Supplies and other charges 279,300 279,300 329,687 (50,387) Total ITS 647,100 677,100 680,631 (3,531) Total finance 1,656,100 1,695,100 1,666,983 28,117 Emergency reserves: Current: Supplies and other charges 88,300 88,300 805 87,495 Nondepartmental: Current: Personnel services 290,300 95,300 - 95,300 Supplies and other charges 23,700 23,700 15,494 8,206 Total nondepartmental 314,000 119,000 15,494 103,506 Budgeted Amounts CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE - GENERAL FUND For The Year Ended December 31, 2022 2022 See accompanying notes to required supplementary information 103 Exhibit B-1 Page 3 of 4 Variance with Final Budget - Actual Positive Original Final Amounts (Negative) Expenditures: (continued) General government: (continued) Facilities management: Current: Personnel services $291,100 $296,100 $288,650 $7,450 Supplies and other charges 338,000 338,000 406,785 (68,785) Total facilities management 629,100 634,100 695,435 (61,335) Total general government 4,552,200 4,428,200 4,120,167 308,033 Public safety: Police: Police protection: Current: Personnel services 6,975,300 7,135,300 7,065,364 69,936 Supplies and other charges 673,700 745,700 764,807 (19,107) Total police protection 7,649,000 7,881,000 7,830,171 50,829 Emergency management: Current: Supplies and other charges 14,600 14,600 15,435 (835) Total police 7,663,600 7,895,600 7,845,606 49,994 Fire: Fire protection: Current: Personnel services 1,183,400 1,288,400 1,265,752 22,648 Supplies and other charges 411,000 441,000 498,727 (57,727) Total fire protection 1,594,400 1,729,400 1,764,479 (35,079) Rental inspections: Current: Personnel services 231,500 234,500 228,166 6,334 Supplies and other charges 11,000 11,000 4,707 6,293 Total rental inspections 242,500 245,500 232,873 12,627 Total public safety 9,500,500 9,870,500 9,842,958 27,542 Public works: Engineering: Current: Personnel services 262,800 334,300 268,132 66,168 Supplies and other charges 109,400 109,400 145,418 (36,018) Total engineering 372,200 443,700 413,550 30,150 Lighting: Current: Personnel services 18,000 18,000 17,374 626 Supplies and other charges 206,500 206,500 204,562 1,938 Total lighting 224,500 224,500 221,936 2,564 2022 Budgeted Amounts CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE - GENERAL FUND For The Year Ended December 31, 2022 See accompanying notes to required supplementary information 104 Exhibit B-1 Page 4 of 4 Variance with Final Budget - Actual Positive Original Final Amounts (Negative) Expenditures: (continued) Park maintenance: Current: Personnel services 744,100 761,100 731,825 29,275 Supplies and other charges 224,400 224,400 231,574 (7,174) Total park maintenance 968,500 985,500 963,399 22,101 Street: Current: Personnel services 871,100 871,100 859,169 11,931 Supplies and other charges 568,200 568,200 553,992 14,208 Total street 1,439,300 1,439,300 1,413,161 26,139 Fleet services: Current: Personnel services 409,400 409,400 401,658 7,742 Supplies and other charges 32,100 32,100 40,033 (7,933) Total garage 441,500 441,500 441,691 (191) Forestry Current: Supplies and other charges 69,900 119,900 125,727 (5,827) Total forestry 69,900 119,900 125,727 (5,827) Total public works 3,515,900 3,654,400 3,579,464 74,936 Community development: Building inspection: Current: Personnel services $340,900 $343,900 $334,734 $9,166 Supplies and other charges 139,700 210,700 181,953 28,747 Total building inspection 480,600 554,600 516,687 37,913 Planning: Current: Personnel services 530,900 713,900 689,237 24,663 Supplies and other charges 231,800 231,800 173,483 58,317 Total planning 762,700 945,700 862,720 82,980 Total community development 1,243,300 1,500,300 1,379,407 120,893 Parks and recreation Current: Personnel services 618,900 618,900 584,478 34,422 Supplies and other charges 203,100 203,100 150,550 52,550 Total parks and recreation 822,000 822,000 735,028 86,972 Total expenditures 19,633,900 20,275,400 19,657,024 618,376 Excess (deficiency) of revenues over (under) expenditures (192,300) (263,800) (137,221) 126,579 Other financing sources (uses): Transfers in 192,300 263,800 259,715 (4,085) Transfers out - - - - Total other financing sources 192,300 263,800 259,715 (4,085) Net change in fund balance $ - $ - 122,494 $122,494 Fund balance - January 1 10,725,339 Fund balance - December 31 $10,847,833 Budgeted Amounts 2022 For The Year Ended December 31, 2022 CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE - GENERAL FUND See accompanying notes to required supplementary information 105 Exhibit B-2 2022 2021 2020 2019 2018 Total OPEB Liabilty: Service cost 41,774$ 40,554$ 29,976$ 24,817$ 30,073$ Interest cost 30,625 46,853 53,743 36,281 14,035 Addition of disabled police offcers - - - - 659,344 Changes in benefit terms - - - - - Differences between expected and actual experience - (272,762) - 345,222 - Changes in assumptions - 142,709 149,391 (61,029) - Benefit payments (39,292) (46,423) (38,283) (32,982) (15,301) Net change in total OPEB liability 33,107 (89,069) 194,827 312,309 688,151 Total OPEB liability - beginning 1,509,036 1,598,105 1,403,278 1,090,969 402,818 Total OPEB liability - ending 1,542,143$ 1,509,036$ 1,598,105$ 1,403,278$ 1,090,969$ Covered-employee payroll $11,843,778 $11,498,814 $10,759,599 $10,446,213 $10,037,870 Total OPEB liabilty as a percentage of covered payroll 13.0% 13.1% 14.9% 13.4%10.9% The schedule is provided prospectively beginning with the City's fiscal year ended December 31, 2018 and is intended to show a ten year trend. Additional years will be added as they become available. CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF CHANGES IN THE TOTAL OPEB LIABILITY AND RELATED RATIOS Last Ten Years See accompanying notes to required supplementary information 106 Exhibit B-3 City's State's Proportionate City's Proportionate Share of the Net Proportionate City's City's Share (Amount) Pension Liability and Share of the Proportionate Proportionate of the Net the State's Proportionate Net Pension Plan Fiduciary Share Share (Amount) Pension Share of the Net Liability as a Net Position as Measurement Fiscal Year (Percentage) of of the Net Liability Pension Liability Percentage of its a Percentage Date Ending the Net Pension Pension Associated with Associated with Covered Covered of the Total June 30 December 31 Liability Liability (a) City (b) City (a+b) Payroll (c) Payroll ((a+b)/c) Pension Liability 2015 2015 0.1004% $5,203,249 $ - $5,203,249 $5,903,611 88.1% 78.2% 2016 2016 0.1018% 8,265,655 107,922 8,373,577 6,281,307 133.3% 68.9% 2017 2017 0.0979% 6,249,871 78,569 6,328,440 6,269,774 100.9% 75.9% 2018 2018 0.0976% 5,414,448 177,601 5,592,049 6,461,494 86.5% 79.5% 2019 2019 0.0919% 5,080,945 157,993 5,238,938 6,505,506 80.5% 80.2% 2020 2020 0.0946% 5,671,702 174,864 5,846,566 6,747,539 86.6% 79.1% 2021 2021 0.0987% 4,214,932 128,697 4,343,629 7,107,615 61.1% 87.0% 2022 2022 0.0982% 7,777,472 228,060 8,005,532 7,353,484 108.9% 76.7% * The schedule is provided prospectively beginning with the City's fiscal year ended December 31, 2015 and is intended to show a ten year trend. Additional years will be reported as they become available. CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF PROPORTIONATE SHARE OF NET PENSION LIABILITY* - GENERAL EMPLOYEES RETIREMENT FUND Last Ten Years See accompanying notes to the required supplementary information. 107 Exhibit B-4 Statutorily Contributions in Contribution Contributions as a Required Relation to the Deficiency Covered Percentage of Fiscal Year Contribution Statutorily Required (Excess)Payroll Covered Ending (a)Contribution (b)(a-b)(c) Payroll (b/c) December 31, 2015 $466,069 $466,069 $ - $6,214,253 7.5% December 31, 2016 458,639 458,639 - 6,115,187 7.5% December 31, 2017 479,410 479,410 - 6,392,134 7.5% December 31, 2018 480,597 480,597 - 6,407,960 7.5% December 31, 2019 495,872 495,872 - 6,611,626 7.5% December 31, 2020 525,081 525,081 - 7,001,082 7.5% December 31, 2021 541,932 541,932 - 7,225,769 7.5% December 31, 2022 569,464 569,464 - 7,592,844 7.5% * The schedule is provided prospectively beginning with the City's fiscal year ended December 31, 2015 and is intended to show a ten year trend. Additional years will be reported as they become available. CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF PENSION CONTRIBUTIONS* - GENERAL EMPLOYEES RETIREMENT FUND Last Ten Years See accompanying notes to the required supplementary information. 108 Exhibit B-5 Proportionate Share Proportionate of the Net Pension Plan Fiduciary Proportion Share (Amount)Liability as a Net Position as Measurement Fiscal Year (Percentage) of of the Net Percentage of its a Percentage Date Ending the Net Pension Pension Covered Covered of the Total June 30 December 31 Liability Liability (a) Payroll (b) Payroll (a/b) Pension Liability 2015 2015 0.4170% $4,738,096 $3,821,428 124.0%86.6% 2016 2016 0.4050% 16,253,355 3,898,494 416.9%63.9% 2017 2017 0.3710%5,008,941 3,812,191 131.4%85.4% 2018 2018 0.4185%4,460,779 4,265,364 104.6%88.8% 2019 2019 0.4147%4,414,900 4,373,847 100.9%89.3% 2020 2020 0.4043%5,329,107 4,560,658 116.8%87.2% 2021 2021 0.3895%3,006,527 4,603,126 65.3%93.7% 2022 2022 0.4048% 17,615,297 4,917,823 358.2%70.5% * The schedule is provided prospectively beginning with the City's fiscal year ended December 31, 2015 and is intended to show a ten year trend. Additional years will be reported as they become available. CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF PROPORTIONATE SHARE OF NET PENSION LIABILITY* - PUBLIC EMPLOYEES POLICE AND FIRE FUND Last Ten Years See accompanying notes to the required supplementary information. 109 Exhibit B-6 Statutorily Contributions in Contribution Contributions as a Required Relation to the Deficiency Covered Percentage of Fiscal Year Contribution Statutorily Required (Excess) Payroll Covered Ending (a) Contribution (b) (a-b) (c) Payroll (b/c) December 31, 2015 $644,283 $644,283 $ - $3,977,056 16.20% December 31, 2016 606,767 606,767 - 3,745,475 16.20% December 31, 2017 653,014 653,014 - 4,030,951 16.20% December 31, 2018 700,029 700,029 - 4,321,166 16.20% December 31, 2019 751,753 751,753 - 4,435,121 16.95% December 31, 2020 807,829 807,829 - 4,564,003 17.70% December 31, 2021 839,373 839,373 - 4,742,218 17.70% December 31, 2022 903,357 903,357 - 5,103,712 17.70% * The schedule is provided prospectively beginning with the City's fiscal year ended December 31, 2015 and is intended to show a ten year trend. Additional years will be reported as they become available. CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF PENSION CONTRIBUTIONS* - PUBLIC EMPLOYEES POLICE AND FIRE FUND Last Ten Years See accompanying notes to the required supplementary information. 110 CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION NOTES TO RSI December 31, 2022 A. LEGAL COMPLIANCE – 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. B. OPEB INFORMATION No assets are accumulated in a trust that meets the criteria in paragraph 4 of GASB Statement No. 75 to pay related benefits. 2022 Changes - No benefit changes. - No assumptions changes. 2021 Changes - No benefit changes. - The discount rate was changed from 2.90% to 2.00%. - The mortality tables were updated from the RP-2014 White Collar Mortality Tables with MP- 2018 Generational Improvement Scale to Pub-2010 Public retirement Plans Headcount – Weighted Mortality Tables (General, Safety) with MP-2020 Generational Improvement Scale. 2020 Changes - No benefit changes. - The discount rate was changed from 3.80% to 2.90%. 2019 Changes - The health care trend rates were changed to better anticipate short term and long term medical increases. - The mortality tables were updated from the RP-2014 White Collar Mortality Tables with MP- 2016 Generational Improvement Scale (with Blue Collar adjustment for Police and Fire Personnel) to the RP-2014 White Collar Mortality Tables with MP-2018 Generational Improvement Scale (with Blue Collar adjustment for Police and Fire Personnel). - The retirement and withdrawal tables for Police and Fire Personnel were updated. - The discount rate was changed from 3.30% to 3.80%. C. PENSION INFORMATION PERA – General Employees Retirement Fund 2022 Changes - The mortality improvement scale was changed from Scale MP-2020 to Scale MP-2021. 2021 Changes - The investment return and single discount rates were changed from 7.50% to 6.50% for financial reporting purposes. - The mortality improvement scale was changed from Scale MP-2019 to Scale MP-2020. 2020 Changes - The price inflation assumption was decreased from 2.50% to 2.25%. - The payroll growth assumption was decreased from 3.25% to 3.00%. 111 CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION NOTES TO RSI December 31, 2022 - Assumed salary increase rates were decreased 0.25% and assumed rates of retirement were changed resulting in more unreduced (normal) retirements and slightly fewer Rule of 90 and early retirements. Assumed rates of termination and disability were also changed. - Base mortality tables were changed from RP-2014 tables to Pub-2010 tables, with adjustments. - The mortality improvement scale was changed from Scale MP-2018 to Scale MP-2019. - The spouse age difference was changed from two years older for females to one year older. - The assumed number of married male new retirees electing the 100% Joint & Survivor option changed from 35% to 45%. The assumed number of married female new retirees electing the 100% Joint & Survivor option changed from 15% to 30%. The corresponding number of married new retirees electing the Life annuity option was adjusted accordingly. Changes in Plan Provisions: - Augmentation for current privatized members was reduced to 2.0% for the period July 1, 2020 through December 31, 2023 and 0.0% after. Augmentation was eliminated for privatizations occurring after June 30, 2020. 2019 Changes Changes in Actuarial Assumptions: - The mortality projection scale was changed from MP-2017 to MP-2018 Changes in the Plan Provisions - The employer supplemental contribution was changed prospectively, decreasing from $31 million to $21 million per year. The State’s special funding contribution was changed prospectively, requiring $16 million due per year through 2031. 2018 Changes Changes in Actuarial Assumptions: - The mortality projection scale was changed from MP-2015 to MP-2017. - The assumed benefit increase was changed from 1.00% per year through 2044 and 2.50% per year thereafter to 1.25% per year. 2017 Changes Changes in Actuarial Assumptions: - The Combined Service Annuity (CSA) loads were changed from 0.8 % for active members and 60% for vested and non-vested deferred members. The revised CSA loads are now 0.0% for active member liability, 15.0% for vested deferred member liability and 3.0% for non- vested deferred member liability. - The assumed post-retirement benefit increase rate was changed from 1.0% per year for all years to 1.0% per year through 2044 and 2.5% per year thereafter. 2016 Changes Changes in Actuarial Assumptions: - The assumed post-retirement benefit increase rate was changed from 1.0% per year through 2035 and 2.5% per year thereafter to 1.0% per year for all future years. - The assumed investment return was changed from 7.9% to 7.5%. The single discount rate was changed from 7.9% to 7.5%. - Other assumptions were changed pursuant to the experience study dated June 30, 2015. The assumed future salary increases, payroll growth, and inflation were decreased by 0.25% to 3.25% for payroll growth and 2.50% for inflation. 112 CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION NOTES TO RSI December 31, 2022 PERA – Public Employees Police and Fire Fund 2022 Changes - The single discount rate changed from 6.50% to 5.4%. - The mortality improvement scale was changed from Scale MP-2020 to Scale MP-2021. 2021 Changes - The investment return and single discount rates were changed from 7.50% to 6.50% for financial reporting purposes. - The inflation assumption was changed from 2.50% to 2.25%. - The payroll growth assumption was changed from 3.25% to 3.00%. - The base mortality tables for healthy annuitants, disabled annuitants and employees were changed from RP-2014 tables to Pub-2010 Public Safety Mortality tables. The mortality improvement scale was changed from MP-2019 to MN-2020. - Assumed salary increase and retirement rates were modified as recommended in the July 14, 2020 experience study. The changes result in a decrease in gross salary increase rates, slightly more unreduced retirements and fewer assumed early retirements. - Assumed rates of withdrawal were changed from select and ultimate rates to service-based rates. The changes result in more assumed terminations. - Assumed rates of disability were increased for ages 25-44 and decreased for ages over 49. Overall, proposed rates result in more projected disabilities. - Assumed percent married for active female members was changed from 60% to 70%. 2020 Changes Changes in Actuarial Assumptions: - The mortality projection scale was changed from MP-2018 to MP-2019. 2019 Changes Changes in Actuarial Assumptions: - The mortality projection scale was changed from MP-2017 to MP-2018 Changes in the Plan Provisions: - There have been no changes since the prior valuation. 2018 Changes Changes in Actuarial Assumptions:  The mortality projection scale was changed from MP-2016 to MP-2017. 113 CITY OF FRIDLEY, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION NOTES TO RSI December 31, 2022 2017 Changes Changes in Actuarial Assumptions:  The single discount rate was changed from 5.6% to 7.5%.  Assumed salary increases were changed as recommended in the June 30, 2016 experience study. The net effect is proposed rates that average 0.34 % lower than the previous rates.  Assumed rates of retirement were changed, resulting in fewer retirements.  The Combined Service Annuity (CSA) load was 30% for vested and non-vested deferred members. The CSA has been changed to 33% for vested members and 2% for non-vested members.  The base mortality table for healthy annuitants was changed from the RP-2000 fully generational table to the RP-2014 fully generational table (with a base year of 2006), with male rates adjusted by a factor of 0.96. The mortality improvement scale was changed from Scale AA to Scale MP-2016. The base mortality table for disabled annuitants was changed from the RP-2000 disabled mortality table to the mortality tables assumed for healthy retirees.  Assumed termination rates were decreased to 3.0% for the first three years of service. Rates beyond the select period of three years were adjusted, resulting in more expected terminations overall.  Assumed percentage of married female members was decreased from 65% to 60%.  Assumed age difference was changed from separate assumptions for male members (wives assumed to be three years younger) and female members (husbands assumed to be four years older) to the assumption that males are two years older than females.  The assumed percentage of female members electing Joint and Survivor annuities was increased.  The assumed post-retirement benefit increase rate was changed from 1.00 perfect for all years to 1.00% per year through 2064 and 2.50% thereafter. 2016 Changes Changes in Actuarial Assumptions: - The assumed post-retirement benefit increase rate was changed from 1.0% per year through 2037 and 2.5% thereafter to 1.0% per year for all future years. - The assumed investment return was changed from 7.9% to 7.5%. The single discount rate changed from 7.9% to 5.6%. - The assumed future salary increases, payroll growth, and inflation were decreased by 0.25% to 3.25% for payroll growth and 2.50% for inflation. 114 COMBINING AND INDIVIDUAL FUND STATEMENTS AND SCHEDULES 115 This page intentionally left blank 116 SPECIAL REVENUE FUNDS Special Revenue Funds account 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 Capital Project Funds are used to account for the resources expended to acquire permanent or long-term assets. 117 Exhibit C-1 Special Revenue Capital Project Cash and investments $1,457,295 $3,788,611 $5,245,906 Receivables: Accounts 106,228 -106,228 Taxes 11,549 820 12,369 Special assessments - 41,674 41,674 Due from other governments 127,463 165 127,628 Due from component unit -449,017 449,017 Total assets $1,702,535 $4,280,287 $5,982,822 Liabilities: Accounts payable $53,927 $34,167 $88,094 Deposits payable 1,750 - 1,750 Contracts payable - 4,850 4,850 Due to other governments 7,864 - 7,864 Due to other funds 15,373 - 15,373 Salaries payable 32,512 - 32,512 Unearned revenue 143 - 143 Total liabilities 111,569 39,017 150,586 Deferred inflows of resources: Unavailable revenue 5,553 42,494 48,047 Fund balance: Restricted 186,931 -186,931 Committed 1,398,482 2,041,939 3,440,421 Assigned -2,156,837 2,156,837 Total fund balance 1,585,413 4,198,776 5,784,189 Total liabilities, deferred inflows of resources, and fund balance $1,702,535 $4,280,287 $5,982,822 Assets Liabilities, Deferred Inflows of Resources, and Fund Balance Total Nonmajor Governmental Funds CITY OF FRIDLEY, MINNESOTA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS December 31, 2022 118 Exhibit C-2 Special Capital Revenue Project Revenues: Taxes $460,519 $68,500 $529,019 Special assessments - 33,194 33,194 Licenses and permits 242,875 - 242,875 Intergovernmental revenue 129,931 1,077,768 1,207,699 Charges for services 614,791 2,500 617,291 Reimbursements 226,953 - 226,953 Fines and forfeits 76,905 - 76,905 Investment income (loss) (36,778) (94,391) (131,169) Contributions and donations 20,378 - 20,378 Miscellaneous 4,770 22,628 27,398 Total revenues 1,740,344 1,110,199 2,850,543 Expenditures: Current: General government 847,467 316,531 1,163,998 Public safety 263,994 220,059 484,053 Public works - 16,416 16,416 Parks and recreation 609,061 55,392 664,453 Community development - 11,679 11,679 Capital outlay - 364,726 364,726 Total expenditures 1,720,522 984,803 2,705,325 Excess (deficiency) of revenues over (under) expenditures 19,822 125,396 145,218 Other financing sources (uses): Proceeds from sale of capital assets - 48,528 48,528 Transfers in - 250,000 250,000 Total other financing sources (uses) - 298,528 298,528 Net change in fund balance 19,822 423,924 443,746 Fund balance - January 1 1,565,591 3,774,852 5,340,443 Fund balance - December 31 $1,585,413 $4,198,776 $5,784,189 Total Nonmajor Governmental Funds CITY OF FRIDLEY, MINNESOTA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS For The Year Ended December 31, 2022 119 This page intentionally left blank 120 NONMAJOR GOVERNMENTAL FUNDS 121 This page intentionally left blank 122 NONMAJOR SPECIAL REVENUE FUNDS 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. 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. 123 Exhibit C-3 Assets Cable TV Solid Waste Abatement Drug and Gambling Forfeiture Police Activity Springbrook Nature Center Totals Nonmajor Special Revenue Funds Cash and investments $1,076,868 $6,221 $117,698 $ - $256,508 $1,457,295 Receivables: Accounts 70,119 36,109 - - - 106,228 Taxes - - - - 11,549 11,549 Due from other governments - 74,618 - 52,845 - 127,463 Total assets $1,146,987 $116,948 $117,698 $52,845 $268,057 $1,702,535 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable $12,302 $28,099 $ - $1,106 $12,420 $53,927 Deposits payable - - - - 1,750 1,750 Due to other governments - - 221 7,643 - 7,864 Due to other funds - - - 15,373 - 15,373 Salaries payable 7,089 2,080 - 6,124 17,219 32,512 Unearned revenue - - 143 - - 143 Total liabilities 19,391 30,179 364 30,246 31,389 111,569 Deferred inflows of resources: Unavailable revenue - - - - 5,553 5,553 Fund balance: Restricted 67,379 - 117,334 - 2,218 186,931 Committed 1,060,217 86,769 - 22,599 228,897 1,398,482 Total fund balance 1,127,596 86,769 117,334 22,599 231,115 1,585,413 Total liabilities, deferred inflows of resources, and fund balance $1,146,987 $116,948 $117,698 $52,845 $268,057 $1,702,535 CITY OF FRIDLEY, MINNESOTA SUBCOMBINING BALANCE SHEET NONMAJOR SPECIAL REVENUE FUNDS December 31, 2022 124 Exhibit C-4 Cable TV Solid Waste Abatement Drug and Gambling Forfeiture Police Activity Springbrook Nature Center Totals Nonmajor Special Revenues: Taxes $ - $ - $ - $ - $460,519 $460,519 Licenses and permits 242,875 - - - - 242,875 Intergovernmental revenue - 129,931 - - - 129,931 Charges for services 48,575 390,887 - - 175,329 614,791 Reimbursements - - - 226,953 - 226,953 Fines and forfeits - - 76,905 - - 76,905 Investment income (loss) (31,971) (12) - - (4,795) (36,778) Contributions and donations - - - - 20,378 20,378 Miscellaneous - 2,910 - - 1,860 4,770 Total revenues 259,479 523,716 76,905 226,953 653,291 1,740,344 Expenditures: Current: General government 322,909 524,558 - - - 847,467 Public safety - - 32,264 231,730 - 263,994 Parks and recreation - - - - 609,061 609,061 Total expenditures 322,909 524,558 32,264 231,730 609,061 1,720,522 Excess (deficiency) of revenues over (under) expenditures (63,430) (842) 44,641 (4,777) 44,230 19,822 Fund balance - January 1 1,191,026 87,611 72,693 27,376 186,885 1,565,591 Fund balance - December 31 $1,127,596 $86,769 $117,334 $22,599 $231,115 $1,585,413 CITY OF FRIDLEY, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR SPECIAL REVENUE FUNDS For The Year Ended December 31, 2022 125 This page intentionally left blank 126 NONMAJOR CAPITAL PROJECT FUNDS 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 used to account for capital improvements and purchases. 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. Capital Equipment Fund - is used to account for the purchase and repair of major capital equipment. TIF 20 Note Payoff Fund – services debt on a Tax Increment Financing District created by the Housing and Redevelopment Authority to support the eligible costs associated with the redevelopment of the area known as Northern Stacks. 127 Exhibit C-5 Assets Special Assessment Construction Capital Projects Building Improvements Information System Improvement Capital Equipment Totals Nonmajor Capital Project Funds Cash and investments $36,314 $1,332,296 $390,214 $2,029,787 $3,788,611 Receivables: Taxes 820 - - - 820 Special assessments 41,674 - - - 41,674 Due from other governments - 165 - - 165 Due from component unit - 449,017 - - 449,017 Total assets $78,808 $1,781,478 $390,214 $2,029,787 $4,280,287 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable $ - $10,005 $ - $24,162 $34,167 Contracts payable - 4,850 - - 4,850 Total liabilities - 14,855 - 24,162 39,017 Deferred inflows of resources: Unavailable revenue 42,494 - - - 42,494 Fund balance: Committed 36,314 - - 2,005,625 2,041,939 Assigned - 1,766,623 390,214 - 2,156,837 Total fund balance 36,314 1,766,623 390,214 2,005,625 4,198,776 Total liabilities, deferred inflows of resources, and fund balance $78,808 $1,781,478 $390,214 $2,029,787 $4,280,287 CITY OF FRIDLEY, MINNESOTA SUBCOMBINING BALANCE SHEET NONMAJOR CAPITAL PROJECT FUNDS December 31, 2022 The accompanying notes are an integral part of these financial statements. 128 Exhibit C-6 Special Assessment Construction Capital Projects Building Improvements Information System Improvement Capital Equipment TIF 20 Note Payoff Totals Nonmajor Capital Project Funds Revenues: Taxes $ - $ - $68,500 $ - $ - $68,500 Special assessments 33,194 - - - - 33,194 Intergovernmental revenue - 20,000 200,000 857,768 - 1,077,768 Charges for services - - 2,500 - - 2,500 Investment income (loss) 67 (41,306) (7,948) (45,239) 35 (94,391) Miscellaneous - 18,501 - 4,127 - 22,628 Total revenues 33,261 (2,805) 263,052 816,656 35 1,110,199 Expenditures: Current: General government 33,413 50,474 230,862 1,782 - 316,531 Public safety - 39,422 - 180,637 - 220,059 Public works - - - 16,416 - 16,416 Parks and recreation - - - 55,392 - 55,392 Community development - - - 6,411 5,268 11,679 Capital outlay - 100,909 63,176 200,641 - 364,726 Total expenditures 33,413 190,805 294,038 461,279 5,268 984,803 Excess (deficiency) of revenues over (under) expenditures (152) (193,610) (30,986) 355,377 (5,233) 125,396 Other financing sources (uses): Proceeds from sale of capital assets - - - 48,528 - 48,528 Transfers in - - - 250,000 - 250,000 Total other financing sources (uses) - - - 298,528 - 298,528 Net change in fund balance (152) (193,610) (30,986) 653,905 (5,233) 423,924 Fund balance - January 1 36,466 1,960,233 421,200 1,351,720 5,233 3,774,852 Fund balance - December 31 $36,314 $1,766,623 $390,214 $2,005,625 $0 $4,198,776 CITY OF FRIDLEY, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR CAPITAL PROJECT FUNDS For The Year Ended December 31, 2022 The accompanying notes are an integral part of these financial statements. 129 This page intentionally left blank 130 INDIVIDUAL BUDGET TO ACTUAL STATEMENTS SPECIAL REVENUE FUNDS 131 Exhibit D-1 Actual Original Final Amounts Revenues: Licenses - franchise fee $251,900 $251,900 $242,875 Charges for services 31,600 31,600 48,575 Investment income: Interest and dividends 13,400 13,400 12,711 Net change in the fair value of investments - - (44,682) Total revenues 296,900 296,900 259,479 Expenditures: Current: General government: Personal services 218,400 218,400 175,847 Supplies and other charges 161,600 161,600 147,062 Total expenditures 380,000 380,000 322,909 Excess (deficiency) of revenues over (under) expenditures ($83,100) ($83,100) (63,430) Fund balance - January 1 1,191,026 Fund balance - December 31 $1,127,596 Budgeted Amounts 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, 2022 132 Exhibit D-2 Actual Original Final Amounts Revenues: Intergovernmental revenue: State $129,900 $129,900 $129,931 Charges for services 384,800 384,800 390,887 Investment income: Interest and dividends 400 400 91 Net change in the fair value of investments - - (103) Miscellaneous 5,300 5,300 2,910 Total revenues 520,400 520,400 523,716 Expenditures: Current: General government: Personal services 61,600 61,600 60,562 Supplies and other charges 456,300 456,300 463,996 Total expenditures 517,900 517,900 524,558 Excess (deficiency) of revenues over (under) expenditures $2,500 $2,500 (842) Fund balance - January 1 87,611 Fund balance - December 31 $86,769 CITY OF FRIDLEY, MINNESOTA CHANGES IN FUND BALANCE - BUDGET AND ACTUAL For The Year Ended December 31, 2022 SCHEDULE OF REVENUES, EXPENDITURES AND Budgeted Amounts SPECIAL REVENUE FUND - SOLID WASTE ABATEMENT FUND 133 Exhibit D-3 Actual Original Final Amounts Revenues: Charges for services $255,900 $255,900 $226,953 Expenditures: Public safety: Personal services 151,200 151,200 155,424 Supplies and other charges 104,700 104,700 76,306 Total expenditures 255,900 255,900 231,730 Excess (deficiency) of revenues over (under) expenditures $0 $0 (4,777) Fund balance - January 1 27,376 Fund balance - December 31 $22,599 CITY OF FRIDLEY, MINNESOTA SPECIAL REVENUE FUND - POLICE ACTIVITY FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL Budgeted Amounts For The Year Ended December 31, 2022 134 Exhibit D-4 Actual Original Final Amounts Revenues: Taxes $460,400 $460,400 $460,519 Intergovernmental revenue - - - Charges for service 171,200 171,200 175,329 Investment income: Interest and dividends 1,900 1,900 1,813 Net change in the fair value of investments - - (6,608) Contributions and donations 43,700 43,700 20,378 Miscellaneous 1,500 1,500 1,860 Total revenues 678,700 678,700 653,291 Expenditures: Current: Parks, recreation and naturalist Personal services 556,900 556,900 507,995 Supplies and other charges 134,700 134,700 101,066 Total expenditures 691,600 691,600 609,061 Excess (deficiency) of revenues over (under) expenditures (12,900) (12,900) 44,230 Fund balance - January 1 186,885 Fund balance - December 31 $231,115 2022 Budgeted Amounts For The Year Ended December 31, 2022 CITY OF FRIDLEY, MINNESOTA SPECIAL REVENUE FUND - SPRINGBROOK NATURE CENTER FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL 135 This page intentionally left blank 136 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 and pension 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. 137 Exhibit E-1 CITY OF FRIDLEY, MINNESOTA COMBINING STATEMENT OF NET POSITION INTERNAL SERVICE FUNDS December 31, 2022 Employee Benefits Self Insurance Total Assets: Cash and investments $1,572,746 $900,513 $2,473,259 Accounts receivable - 6,707 6,707 Total assets 1,572,746 907,220 2,479,966 Deferred outflows of resources: Pension related 14,931,264 - 14,931,264 Liabilities: Current liabilities: Accounts payable - 65,252 65,252 Payroll deductions payable 128,851 - 128,851 Compensated absences payable - current portion 839,664 - 839,664 Total current liabilities 968,515 65,252 1,033,767 Noncurrent liabilities: Compensated absences payable - long-term portion 375,259 - 375,259 Net pension liability 25,392,769 - 25,392,769 Total liabilities 26,736,543 65,252 26,801,795 Deferred inflows of resources: Pension related 453,437 - 453,437 Net position: Unrestricted (10,685,970)841,968 (9,844,002) Total net position ($10,685,970)$841,968 ($9,844,002) 138 Exhibit E-2 Employee Benefits Self Insurance Total Operating revenues: Charges for services $1,544,433 $336,400 $1,880,833 Operating expenses: Personal services 2,626,675 - 2,626,675 Supplies and other charges 3,539 501,024 504,563 Total operating expenses 2,630,214 501,024 3,131,238 Operating income (loss) (1,085,781) (164,624) (1,250,405) Nonoperating revenues: Investment income (loss) (44,327) (28,799) (73,126) Intergovernmental 219,784 - 219,784 Insurance reimbursement - 9,474 9,474 Total nonoperating revenues 175,457 (19,325) 156,132 Change in net position (910,324) (183,949) (1,094,273) Net position - January 1 (9,775,646) 1,025,917 (8,749,729) Net position - December 31 ($10,685,970) $841,968 ($9,844,002) For The Year Ended December 31, 2022 CITY OF FRIDLEY, MINNESOTA COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION INTERNAL SERVICE FUNDS 139 Exhibit E-3 CITY OF FRIDLEY, MINNESOTA COMBINING STATEMENT OF CASH FLOWS INTERNAL SERVICE FUNDS Employee Benefits Self Insurance Total Cash flows from operating activities: Receipts from interfund services provided $1,544,433 $329,693 $1,874,126 Payment to suppliers (3,909) (436,536) (440,445) Payment to employees (1,714,756) - (1,714,756) Net cash flows from operating activities (174,232) (106,843) (281,075) Cash flows from noncapital financing activities: Intergovernmental revenue 219,784 - 219,784 Cash flows from capital and related financing activities: Insurance reimbursement - 9,474 9,474 Cash flows from investing activities: Investment income (44,327) (28,799) (73,126) Net increase (decrease) in cash and cash equivalents 1,225 (126,168) (124,943) Cash and cash equivalents - January 1 1,571,521 1,026,681 2,598,202 Cash and cash equivalents - December 31 $1,572,746 $900,513 $2,473,259 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) ($1,085,781) ($164,624) ($1,250,405) Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Changes in assets and liabilities: Decrease (increase) in receivables - (6,707) (6,707) Decrease (increase) in deferred outflows of resources (6,205,247) - (6,205,247) Increase (decrease) in payables 18,220,401 64,488 18,284,889 Increase (decrease) in deferred inflows of resources (11,103,605) - (11,103,605) Total adjustments 911,549 57,781 969,330 Net cash provided by operating activities ($174,232) ($106,843) ($281,075) For The Year Ended December 31, 2022 140 HOUSING AND REDEVELOPMENT AUTHORITY COMPONENT UNIT 141 General Housing Loan Gateway Northeast BAE Northern Stacks Assets Cash and investments $9,781,195 $119,061 $ - $2,738,833 Receivables: Accounts 82,581 - - - Note 1,000,000 - - - Taxes 15,780 - - 5,317 Mortgage: Deferred - 2,968,421 - - Interest 51,407 - - - Due from other funds 9,731,717 - - - Land held for resale 374,170 - - - Total assets $21,036,850 $3,087,482 $0 $2,744,150 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable $23,182 $309,039 $ - $ - Due to primary government 452,189 - - - Due to other funds - - 2,458,986 - Total liabilities 475,371 309,039 2,458,986 - Deferred inflows of resources: Unavailable revenue 781,442 - - 5,317 Fund balance (deficit): Nonspendable - 2,968,421 - - Restricted - - - 2,738,833 Committed 951,769 - - - Unassigned 18,828,268 (189,978) (2,458,986) - Total fund balance (deficit) 19,780,037 2,778,443 (2,458,986) 2,738,833 Total liabilities, deferred inflows of resources, and fund balance $21,036,850 $3,087,482 $0 $2,744,150 CITY OF FRIDLEY, MINNESOTA BALANCE SHEET - GOVERNMENTAL FUNDS HOUSING AND REDEVELOPMENT AUTHORITY December 31, 2022 142 Exhibit F-1 BAE Hazardous Sub District Locke Point Park Lake Pointe Northstar Transit Station Other Governmental Funds Intra - Activity Eliminations Totals Governmental Funds $3,602 $ - $263,774 $2,357,579 $763,398 $ - $16,027,442 - - - - - - 82,581 - - - - - - 1,000,000 - 2,841 - - 1,025 - 24,963 - - - - - - 2,968,421 - - - - - - 51,407 - - - - - (9,731,717) - - - - - 83,660 - 457,830 $3,602 $2,841 $263,774 $2,357,579 $848,083 ($9,731,717)$20,612,644 $ - $ - $263,640 $262,256 $91,950 $ - $950,067 - - - - - - 452,189 2,471,857 4,295,325 160,303 - 345,246 (9,731,717) - 2,471,857 4,295,325 423,943 262,256 437,196 (9,731,717)1,402,256 - - - - 83,671 - 870,430 - - - - - - 2,968,421 - - - 2,095,323 693,265 - 5,527,421 - - - - - - 951,769 (2,468,255)(4,292,484)(160,169) - (366,049) - 8,892,347 (2,468,255)(4,292,484)(160,169)2,095,323 327,216 - 18,339,958 $3,602 $2,841 $263,774 $2,357,579 $848,083 ($9,731,717)$20,612,644 Fund balance reported above $18,339,958 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 1,011,755 Other long-term assets are not available to pay for current-period expenditures and, therefore, are reported as unavailable revenue 870,430 Other post employment benefits are not due and payable in the current period and, therefore, are not reported in the funds.(1,387) Net position of governmental activities $20,220,756 143 General Housing Loan Gateway Northeast BAE Northern Stacks Revenues: Tax increment $ - $ - $561,067 $2,197,930 Property taxes 596,391 - - - Investment income/(loss)(208,943)(15,938)(4,830)(37,723) Mortgage interest earnings - 34,018 - - Interfund and other loan interest earnings 432,192 - - - Miscellaneous 162,520 - - - Total revenues 982,160 18,080 556,237 2,160,207 Expenditures: Personal services 2,558 - - - Supplies and other charges 672,104 67,343 30,062 54,900 Developer assistance 841 168,831 - - Interest expense 18,501 - 118,288 - Payments to primary government - - - 1,131,663 Redevelopment expense 176,778 - - - Total expenditures 870,782 236,174 148,350 1,186,563 Excess (deficiency of revenues over (under expenditures 111,378 (218,094)407,887 973,644 Other financing sources: Sale of real estate 117,162 - - - Net change in fund balance 228,540 (218,094)407,887 973,644 Fund balance (deficit) - January 1 19,551,497 2,996,537 (2,866,873)1,765,189 Fund balance (deficit) - December 31 $19,780,037 $2,778,443 ($2,458,986) $2,738,833 STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES CITY OF FRIDLEY, MINNESOTA For The Year Ended December 31, 2022 HOUSING AND REDEVELOPMENT AUTHORITY GOVERNMENTAL FUNDS 144 Exhibit F-2 BAE Hazardous Sub District Locke Point Park Lake Pointe Northstar Transit Station Other Governmental Funds Totals Governmental Funds $289,719 $229,585 $585,868 $1,251,032 $401,001 $5,516,202 - - - - - 596,391 (3,330) (1,925) (2,181) (43,190) (16,150) (334,210) - - - - - 34,018 - - - - - 432,192 - - - - - 162,520 286,389 227,660 583,687 1,207,842 384,851 6,407,113 - - - - - 2,558 639 12,693 6,634 58,094 14,709 917,178 - - 527,281 524,512 239,172 1,460,637 93,396 173,921 - - 22,588 426,694 - - - - - 1,131,663 - - - - - 176,778 94,035 186,614 533,915 582,606 276,469 4,115,508 192,354 41,046 49,772 625,236 108,382 2,291,605 - - - - - 117,162 192,354 41,046 49,772 625,236 108,382 2,408,767 (2,660,609) (4,333,530) (209,941) 1,470,087 218,834 15,931,191 ($2,468,255) ($4,292,484) ($160,169) $2,095,323 $327,216 $18,339,958 Amounts reported for governmental activities in the statement of activities (Exhibit A-2) are different because: Net changes in fund balances - total above $2,408,767 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.(28) Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds.87,536 Changes in net position of governmental activities (Exhibit A-2)$2,496,275 145 Gateway East Gateway West Housing Replacement Assets Cash and investments $ - $ - $184,031 Taxes receivable - - 11 Land held for resale - 2,610 81,050 Total assets $0 $2,610 $265,092 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable $ - $ - $ - Due to other funds 121,032 190,594 - Total liabilities 121,032 190,594 - Deferred inflows of resources: Unavailable revenue - 2,610 81,061 Fund balance (deficit): Restricted - - 184,031 Unassigned (121,032) (190,594) - Total fund balance (deficit) (121,032) (190,594) 184,031 Total liabilities, deferred inflows of resources, and fund balance $0 $2,610 $265,092 CITY OF FRIDLEY, MINNESOTA SUBCOMBINING BALANCE SHEET NONMAJOR CAPITAL PROJECT FUNDS HOUSING AND REDEVELOPMENT AUTHORITY December 31, 2022 146 Exhibit F-3 McGlynn Bakeries Satellite Lane Apts. Main Street Northern Stacks VIII Holly Center Total Nonmajor Capital Project Funds $68,919 $446,879 $63,569 $ - $ - $763,398 - 1,014 - - - 1,025 - - - - - 83,660 $68,919 $447,893 $63,569 $0 $0 $848,083 $7,578 $ - $63,569 $20,803 $ - $91,950 - - - 7,767 25,853 345,246 7,578 - 63,569 28,570 25,853 437,196 - - - - - 83,671 61,341 447,893 - - - 693,265 - - - (28,570) (25,853) (366,049) 61,341 447,893 - (28,570) (25,853) 327,216 $68,919 $447,893 $63,569 $0 $0 $848,083 147 Gateway East Gateway West Housing Replacement Revenues: Tax increment $49,200 $43,859 $61,436 Investment income/(loss) (1,694) (754) (3,586) Total revenues 47,506 43,105 57,850 Expenditures: Supplies and other charges 993 732 1,023 Developer assistance - - - Interest expense 10,583 12,005 - Total expenditures 11,576 12,737 1,023 Excess (deficiency of revenues over (under expenditures 35,930 30,368 56,827 Fund balance (deficit) - January 1 (156,962) (220,962) 127,204 Fund balance (deficit) - December 31 ($121,032) ($190,594) $184,031 AND CHANGES IN FUND BALANCE SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES CITY OF FRIDLEY, MINNESOTA For The Year Ended December 31, 2022 HOUSING AND REDEVELOPMENT AUTHORITY NONMAJOR CAPITAL PROJECT FUNDS 148 Exhibit F-4 McGlynn Bakeries Satellite Lane Apts.Main Street Northern Stacks VIII Holly Center Totals Nonmajor Capital Project Funds $ - $59,013 $141,263 $46,230 $ - $401,001 - (10,116) - - - (16,150) - 48,897 141,263 46,230 - 384,851 - 932 9,955 468 606 14,709 70,428 - 127,137 41,607 - 239,172 - - - - - 22,588 70,428 932 137,092 42,075 606 276,469 (70,428) 47,965 4,171 4,155 (606) 108,382 131,769 399,928 (4,171) (32,725) (25,247) 218,834 $61,341 $447,893 $0 ($28,570) ($25,853) $327,216 149 This page intentionally left blank 150 CUSTODIAL FUNDS Custodial 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. 151 Exhibit G-1 Hotel/Motel Tax Assets: Accounts receivables $8,200 Liabilities: Accounts payable 8,200 Net Position: Restricted $ - CITY OF FRIDLEY, MINNESOTA COMBINING STATEMENT OF NET POSITION CUSTODIAL FUND December 31, 2022 152 Exhibit G-2 Hotel/Motel Tax Additions: Tax collections from other government $121,695 Total additions 121,695 Deductions: Payments of tax to other governments 115,610 Administrative fee 6,085 Total deductions 121,695 Net increase (decrease) in Fiduciary net position - Net position - beginning - Net position - ending $ - CITY OF FRIDLEY, MINNESOTA STATEMENT OF CHANGES IN FIDUCIARY NET POSITION CUSTODIAL FUND For The Year Ended December 31, 2022 153 This page intentionally left blank 154 III. STATISTICAL SECTION (UNAUDITED) 155 This page intentionally left blank 156 Statistical Section (Unaudited) This part of the City of Fridley's statistical annual comprehensive 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. Contents Page Financial Trends 158 These schedules contain trend information to help the reader understand how the City's financial performance and well-being have changed over time. Revenue Capacity 168 These schedules contain information to help the reader assess the factors affecting the City's ability to generate its property tax. Debt Capacity 174 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 Information 180 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 Information 184 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. 157 2013 2014 2015 2016 Governmental activities: Net investment in capital assets $13,842,497 $14,186,359 $16,811,842 $23,932,586 Restricted 3,050,204 2,673,982 2,233,179 2,204,983 Unrestricted 24,551,730 25,321,659 16,052,833 13,175,954 Total governmental activities net position $41,444,431 $42,182,000 $35,097,854 $39,313,523 Business-type activities: Net investment in capital assets $12,910,117 $13,053,816 $14,234,711 $13,913,434 Unrestricted 8,417,085 8,727,382 8,058,181 9,567,290 Total business-type activities net position $21,327,202 $21,781,198 $22,292,892 $23,480,724 Primary government: Net investment in capital assets $26,752,614 $27,240,175 $31,046,553 $37,846,020 Restricted 3,050,204 2,673,982 2,233,179 2,204,983 Unrestricted 32,968,815 34,049,041 24,111,014 22,743,244 Total primary government net position $62,771,633 $63,963,198 $57,390,746 $62,794,247 Note: GASB 68 was implemented in 2015. Net position was restated for 2014 to reflect the reporting of net position liability and pension related deferred outflows of resources. Net position for years prior to 2014 was not restated. CITY OF FRIDLEY, MINNESOTA NET POSITION BY COMPONENT Last ten fiscal years (Accrual Basis of Accounting) 158 Table 1 2017 2018 2019 2020 2021 2022 $31,006,344 $30,070,173 $27,349,945 $31,075,685 $29,987,129 $27,164,052 2,739,575 2,977,454 3,047,005 3,662,136 2,763,121 3,957,778 8,889,557 11,049,555 15,961,597 5,783,139 9,898,422 9,915,345 $42,635,476 $44,097,182 $46,358,547 $40,520,960 $42,648,672 $41,037,175 $13,897,925 $15,068,876 $18,211,710 $21,135,232 $23,043,111 $23,290,271 11,077,566 12,674,876 11,837,418 11,052,792 12,250,803 15,034,748 $24,975,491 $27,743,752 $30,049,128 $32,188,024 $35,293,914 $38,325,019 $44,904,269 $45,139,049 $45,561,655 $52,210,917 $53,030,240 $50,454,323 2,739,575 2,977,454 3,047,005 3,662,136 2,763,121 3,957,778 19,967,123 23,724,431 27,799,015 16,835,931 22,149,225 24,950,093 $67,610,967 $71,840,934 $76,407,675 $72,708,984 $77,942,586 $79,362,194 159 2013 2014 2015 2016 Expenses Governmental activities: General government $3,434,479 $4,092,123 $4,156,904 $4,398,370 Public safety 7,101,331 7,570,322 8,048,655 10,313,163 Public works 5,928,331 5,959,595 5,127,667 4,975,340 Community development 935,716 898,455 1,107,348 1,126,835 Parks and recreation 1,456,841 1,513,135 1,353,320 1,440,232 Interest on long-term debt 218,610 179,420 144,064 97,684 Total governmental activities expenses 19,075,308 20,213,050 19,937,958 22,351,624 Business-type activities: Liquor 4,148,447 4,596,316 4,914,786 5,043,703 Water 2,815,588 2,902,419 3,101,356 3,076,493 Sanitary sewer 4,974,525 4,988,587 5,040,861 5,068,146 Storm water 587,036 597,915 785,626 1,030,467 Total business-type activities expenses 12,525,596 13,085,237 13,842,629 14,218,809 Total primary government expenses $31,600,904 $33,298,287 $33,780,587 $36,570,433 Program revenues Governmental activities: Charges for services: General government $2,025,108 $2,079,719 $1,905,021 $2,031,207 Public safety 864,435 683,418 619,630 742,523 Public works 99,289 27,312 53,589 32,522 Community development 582,280 798,392 1,194,534 1,108,177 Parks and recreation 326,067 327,508 336,847 333,766 Operating grants and contributions 1,095,724 1,837,860 1,139,385 1,077,559 Capital grants and contributions 1,747,303 1,220,903 2,370,009 6,296,532 Total governmental activities program revenues 6,740,206 6,975,112 7,619,015 11,622,286 Business-type activities: Charges for services: Liquor 4,308,791 4,786,987 5,256,840 5,439,423 Water 2,788,146 2,913,717 2,907,123 3,330,350 Sanitary sewer 4,572,798 4,754,492 4,809,679 5,298,995 Storm water 613,818 732,961 1,225,153 1,324,460 Operating grants and contributions 50,000 - - 67,551 Capital grants and contributions - 440,627 421,990 186,791 Total business-type activities program revenues 12,333,553 13,628,784 14,620,785 15,647,570 Total primary government program revenues $19,073,759 $20,603,896 $22,239,800 $27,269,856 CITY OF FRIDLEY, MINNESOTA CHANGES IN NET POSITION Last ten fiscal years (Accrual basis of accounting) 160 Table 2 Page 1 of 2 2017 2018 2019 2020 2021 2022 $4,298,149 $3,697,097 $5,504,858 $6,003,817 $5,851,445 $6,389,864 9,129,111 9,274,465 10,035,219 9,946,434 9,816,095 12,178,884 5,112,090 4,699,946 5,677,069 5,304,937 5,698,161 6,186,146 981,433 946,173 973,708 16,037,288 1,051,339 1,478,757 1,720,811 1,835,082 1,565,950 1,459,005 1,754,110 1,854,907 2,292,957 1,685,039 1,795,560 2,012,685 1,881,282 2,795,304 23,534,551 22,137,802 25,552,364 40,764,166 26,052,432 30,883,862 5,110,714 5,544,091 5,698,502 6,115,659 6,552,204 6,098,010 3,531,649 3,047,417 2,811,051 3,192,159 3,086,716 3,270,302 5,340,062 5,347,742 5,722,230 5,911,370 5,776,014 6,266,036 1,085,780 1,071,446 1,208,564 1,243,060 1,288,000 1,496,526 15,068,205 15,010,696 15,440,347 16,462,248 16,702,934 17,130,874 $38,602,756 $37,148,498 $40,992,711 $57,226,414 $42,755,366 $48,014,736 $2,021,012 $2,244,912 $2,236,868 $1,490,036 $1,623,061 $2,157,317 798,510 840,976 558,695 2,181,463 2,066,986 791,031 34,681 53,360 31,841 792,658 874,269 553,539 895,125 1,206,364 1,502,589 971,674 1,299,234 1,982,209 352,245 319,998 317,088 59,289 233,035 320,780 1,847,380 1,185,939 1,845,628 1,603,520 1,483,495 2,082,891 5,333,480 520,201 1,334,148 6,096,584 1,265,349 2,135,051 11,282,433 6,371,750 7,826,857 13,195,224 8,845,429 10,022,818 5,520,161 6,029,627 6,195,797 6,708,539 7,290,355 6,521,618 3,486,965 3,912,727 3,798,381 4,143,249 4,666,860 4,545,403 5,640,419 6,095,556 6,075,840 5,937,276 6,325,191 6,639,735 1,378,095 1,433,935 1,491,252 1,523,085 1,600,201 1,767,347 61,476 - 251,666 118,410 - 84,590 713,655 499,800 - 163,816 275,449 466,483 16,800,771 17,971,645 17,812,936 18,594,375 20,158,056 20,025,176 $28,083,204 $24,343,395 $25,639,793 $31,789,599 $29,003,485 $30,047,994 161 2013 2014 2015 2016 Net (expense) revenue: Governmental activities ($12,335,102) ($13,237,938) ($12,318,943) ($10,729,338) Business-type activities (192,043) 543,547 778,156 1,428,761 Total primary government net (expense) revenue ($12,527,145) ($12,694,391) ($11,540,787) ($9,300,577) General revenues and other changes in net position Governmental activities: General property taxes $11,003,455 $11,521,196 $11,795,707 $12,222,937 Grants not restricted to programs 1,033,814 1,476,664 1,325,388 1,763,614 Investment income/(loss)(216,821) 634,411 157,281 254,379 Gain (loss) on sale of property 35,680 - 67,581 11,005 Other - 93,236 418,640 354,572 Transfers 250,000 250,000 338,600 338,500 Total governmental activities 12,106,128 13,975,507 14,103,197 14,945,007 Business-type activities: Grants not restricted to programs - - 2,413 - Investment earnings (52,346) 148,248 42,722 95,713 Gain (loss) on sale of property - - 10,672 - Other 24,663 12,201 16,331 1,858 Transfers (250,000) (250,000) (338,600) (338,500) Total business-type activities (277,683) (89,551) (266,462) (240,929) Total primary government $11,828,445 $13,885,956 $13,836,735 $14,704,078 Change in net position: Governmental activities ($228,974) $737,569 $1,784,254 $4,215,669 Business-type activities (469,726) 453,996 511,694 1,187,832 Total primary government ($698,700) $1,191,565 $2,295,948 $5,403,501 Note: GASB 68 was implemented in 2015. Pension expense for years prior to 2015 was not restated. CHANGES IN NET POSITION Last ten fiscal years (Accrual basis of accounting) CITY OF FRIDLEY, MINNESOTA 162 Table 2 Page 2 of 2 2017 2018 2019 2020 2021 2022 ($12,252,118) ($15,766,052) ($17,725,507) ($27,568,942) ($17,207,003) ($20,861,044) 1,732,566 2,960,949 2,372,589 2,132,127 3,455,122 2,894,302 ($10,519,552) ($12,805,103) ($15,352,918) ($25,436,815) ($13,751,881) ($17,966,742) $13,884,775 $14,839,034 $15,387,457 $16,225,057 $16,932,793 $17,340,718 657,546 1,613,020 1,670,719 3,948,112 1,848,065 1,839,727 413,165 651,609 811,009 980,709 (180,488) (576,946) - (335,183) (249,165) 21,429 129,604 48,528 280,085 120,778 2,028,352 298,544 266,241 259,020 338,500 338,500 338,500 257,504 338,500 338,500 15,574,071 17,227,758 19,986,872 21,731,355 19,334,715 19,249,547 - 8,957 8,957 - - 794,835 68,805 142,716 257,520 262,616 (24,062) (387,377) 16,000 (7,046) 3,772 - 12,450 17,550 15,896 1,185 1,038 1,657 880 295 (338,500) (338,500) (338,500) (257,504) (338,500) (338,500) (237,799) (192,688) (67,213) 6,769 (349,232) 86,803 $15,336,272 $17,035,070 $19,919,659 $21,738,124 $18,985,483 $19,336,350 $3,321,953 $1,461,706 $2,261,365 ($5,837,587) $2,127,712 ($1,611,497) 1,494,767 2,768,261 2,305,376 2,138,896 3,105,890 2,981,105 $4,816,720 $4,229,967 $4,566,741 ($3,698,691) $5,233,602 $1,369,608 163 2013 2014 2015 2016 General Fund: Nonspendable $50,366 $60,123 $66,265 $51,305 Restricted 40,012 15,176 19,376 35,903 Unassigned 7,997,036 8,242,331 8,858,309 9,084,228 Total general fund $8,087,414 $8,317,630 $8,943,950 $9,171,436 All other governmental funds: Restricted $2,233,664 $2,071,259 $1,808,572 $1,903,290 Committed 2,124,944 2,566,101 2,709,638 2,549,903 Assigned 11,618,835 11,949,555 11,272,588 10,573,287 Unassigned (98,566)(97,712)(43,153)(27,574) Total all other governmental funds $15,878,877 $16,489,203 $15,747,645 $14,998,906 CITY OF FRIDLEY, MINNESOTA FUND BALANCES - GOVERNMENTAL FUNDS Last ten fiscal years (Modified accrual basis of accounting) 164 Table 3 2017 2018 2019 2020 2021 2022 $55,777 $77,801 $53,334 $65,779 $105,578 $225,418 14,466 20,335 42,180 24,513 20,849 58,765 9,522,843 11,045,978 10,166,947 13,603,533 10,598,912 10,563,650 $9,593,086 $11,144,114 $10,262,461 $13,693,825 $10,725,339 $10,847,833 $34,821,855 $5,009,553 $12,775,223 $3,566,713 $3,720,128 $27,174,772 2,658,339 6,765,928 11,165,161 11,550,431 16,180,954 16,523,003 8,510,134 4,567,369 6,177,195 6,362,198 6,811,853 4,799,846 (9,453) - - (567)(52,012)(66,780) $45,980,875 $16,342,850 $30,117,579 $21,478,775 $26,660,923 $48,430,841 165 2013 2014 2015 2016 Revenues: General property taxes $11,024,785 $11,554,557 $11,805,580 $12,244,211 Special assessments 834,120 938,290 542,248 865,722 Licenses and permits 1,123,635 1,171,365 1,549,785 1,442,895 Intergovernmental 2,643,728 3,208,442 4,375,972 7,330,338 Charges for services 2,545,908 2,518,062 2,374,896 2,592,665 Fines and forfeits 218,194 226,922 184,940 212,635 Earnings on investments (185,473)565,245 157,281 254,379 Interest on loan - - - - Other 295,409 314,416 429,713 887,678 Total revenues $18,500,306 $20,497,299 $21,420,415 $25,830,523 Expenditures: Current: General government 3,279,657 3,732,056 3,777,688 3,924,877 Public safety 6,794,524 7,165,678 7,319,564 7,537,051 Public works 3,530,939 4,635,752 3,575,252 2,824,319 Community development 817,895 894,785 1,081,549 942,768 Parks and recreation 1,305,158 1,422,405 1,288,684 1,341,444 Debt service: Principal 980,000 1,150,000 1,190,000 1,230,000 Interest 227,326 190,890 152,894 112,421 Bond issuance costs - 3,150 7,462 2,700 Capital outlay 2,536,286 1,290,008 3,645,425 8,618,369 Total expenditures 19,471,785 20,484,724 22,038,518 26,533,949 Revenues over (under) expenditures ($971,479)$12,575 ($618,103) ($703,426) Other financing sources (uses): Bonds issued - - - - Premium/(discount) on bonds issue - - - - Proceeds from sale of capital assets 35,679 36,836 93,670 43,673 Transfers in 250,000 8,253,616 1,065,410 2,047,849 Transfers out (125,000) (7,462,485)(726,810) (1,909,349) Total other financing sources (uses)160,679 827,967 432,270 182,173 Net change in fund balance ($810,800) $840,542 ($185,833) ($521,253) Debt service as a percentage of noncapital expenditures 6.8%7.0%7.3%7.5% Debt service as percentage of total expenditures 6.2%6.6%6.1%5.1% CITY OF FRIDLEY, MINNESOTA CHANGES IN FUND BALANCES - GOVERNMENTAL FUNDS Last ten fiscal years 166 Table 4 2017 2018 2019 2020 2021 2022 $13,878,204 $14,857,454 $15,337,464 $16,133,737 $16,977,698 $17,352,753 621,621 501,045 467,953 819,347 840,389 657,413 1,272,753 1,538,758 1,501,526 1,559,003 1,526,246 1,092,843 4,227,709 3,035,084 4,446,430 8,111,582 3,888,549 5,038,786 2,560,831 2,863,220 2,958,748 2,795,287 3,230,503 3,039,357 267,989 263,632 186,807 169,156 151,219 197,517 413,165 651,609 811,009 898,347 (164,818) (503,820) - - - 108,000 98,579 111,276 766,059 374,415 2,178,614 1,232,731 1,392,806 1,801,529 $24,008,331 $24,085,217 $27,888,551 $31,827,190 $27,941,171 $28,787,654 3,953,025 3,659,534 4,677,076 5,177,833 5,023,569 5,295,200 8,001,032 8,317,478 8,831,505 8,924,373 9,761,947 10,327,011 3,468,102 3,316,912 3,535,263 3,222,623 3,451,877 3,636,672 934,074 909,481 982,166 15,999,027 1,073,651 1,391,086 1,417,611 1,557,052 1,244,351 1,175,270 1,438,269 1,471,176 1,730,000 1,390,000 1,495,000 1,540,000 2,070,000 2,105,000 931,527 1,761,843 1,721,308 1,958,725 2,106,674 2,022,014 715,461 2,800 155,218 62,855 - 558,999 22,577,062 31,660,699 2,721,649 4,412,516 1,269,626 2,686,883 43,727,894 52,575,799 25,363,536 42,473,222 26,195,613 29,494,041 ($19,719,563) ($28,490,582) $2,525,015 ($10,646,032) $1,745,558 ($706,387) 49,130,000 - 9,510,000 4,540,000 - 20,730,000 1,584,898 - 504,837 619,659 - 1,481,771 69,784 65,085 14,724 21,429 129,604 48,528 1,361,189 7,795,728 2,819,740 338,500 338,500 338,500 (1,022,689) (7,457,228) (2,481,240) (80,996) - - 51,123,182 403,585 10,368,061 5,438,592 468,104 22,598,799 $31,403,619 ($28,086,997) $12,893,076 ($5,207,440) $2,213,662 $21,892,412 13.0% 15.1% 14.3% 9.2% 16.8% 15.7% 6.1% 6.0% 12.7% 8.2% 15.9% 14.0% 167 Commercial/ Fiscal Residential Industrial Public All Year Property Property Utility Other 2013 $8,713,053 $13,207,351 $45,306 $4,286,829 2014 7,885,298 12,520,981 44,648 4,362,496 2015 9,538,484 12,771,829 49,868 4,737,031 2016 9,488,686 13,688,867 58,699 4,958,693 2017 10,488,279 15,061,056 59,759 5,564,751 2018 11,639,971 15,097,292 62,282 5,961,619 2019 18,645,518 16,935,599 69,652 1,189,818 2020 20,305,713 18,228,064 52,061 1,200,626 2021 23,149,590 19,713,466 62,485 1,415,212 2022 23,326,147 19,746,828 61,735 1,072,472 Source: Continuing Disclosure Document CITY OF FRIDLEY, MINNESOTA TAX CAPACITY VALUE AND ESTIMATED MARKET VALUE OF TAXABLE PROPERTY Last ten fiscal years 1 Property values are determined on January 2 of the preceeding year. 168 Table 5 Add: Less: Total for Area-wide Fiscal Adjusted Total Estimated Tax Capacity Tax Values and Disparity Tax Capacity Direct Tax Market as a Percent Capacity Increment Contribution Value Rate Value 1 of EMV $26,252,539 $2,844,689 $5,373,202 $23,724,026 47.362% 2,057,500,500$ 110.66% 24,813,423 2,799,171 4,509,587 23,103,007 48.577% 1,948,580,100 107.40% 27,097,212 2,934,045 4,358,570 25,672,687 43.508% 2,146,063,300 105.55% 28,194,945 2,986,838 4,681,350 26,500,433 44.960% 2,207,363,400 106.39% 31,173,845 2,946,266 5,225,764 28,894,347 48.218% 2,416,338,500 107.89% 32,761,164 2,918,699 5,571,692 30,108,171 47.907% 2,557,662,900 108.81% 36,840,587 3,230,754 5,830,355 34,240,986 45.380% 2,854,939,900 107.59% 39,786,464 3,841,599 6,520,022 37,108,041 45.253% 3,073,484,500 107.22% 44,340,753 5,047,146 7,707,520 41,680,379 44.941% 3,427,584,200 106.38% 44,207,182 5,039,430 7,707,747 41,538,865 45.242% 3,425,676,400 106.42% 169 School School School Fiscal District District District Year City No. 11 No. 13 No. 14 2013 47.362% 26.801% 27.449% 50.112% 2014 48.577% 28.265% 24.824% 49.552% 2015 43.508% 22.482% 32.562% 48.422% 2016 44.960% 20.885% 29.442% 54.252% 2017 48.218% 18.590% 27.633% 49.408% 2018 47.907% 18.392% 27.900% 51.006% 2019 45.382% 16.330% 33.148% 49.055% 2020 45.253% 16.948% 23.385% 46.213% 2021 44.941% 16.152% 28.771% 44.306% 2022 45.242% 16.319% 24.986% 43.699% 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. CITY OF FRIDLEY, MINNESOTA DIRECT AND OVERLAPPING PROPERTY TAX CAPACITY RATES Last ten fiscal years 170 Table 6 Special Special School Districts Districts School School School School District with with District District District District No. 16(1)County Coon Creek Rice Creek No. 11(1)No. 13(2)No. 14(2)No. 16(2) 44.440% 44.411% 9.448% N/A 128.022% 129.850% 152.513% 146.841% 44.562% 43.239% 9.559% 10.296% 129.640% 126.936% 151.664% 146.674% 40.045% 38.123% 8.591% 9.079% 112.704% 123.272% 139.132% 130.755% 39.609% 38.894% 9.688% 9.622% 114.427% 122.918% 147.728% 133.085% 40.229% 36.841% 6.758% 7.200% 110.407% 119.892% 141.667% 132.488% 39.617% 37.792% 6.892% 7.282% 110.983% 120.881% 143.987% 132.598% 37.632% 34.473% 6.265% 6.699% 102.450% 119.702% 135.609% 124.186% 35.452% 33.440% 6.120% 6.642% 101.761% 108.720% 131.548% 120.787% 33.110% 32.885% 4.354% 4.876% 98.332% 111.473% 127.008% 115.812% 33.380% 29.254% 4.224% 4.582% 95.039% 104.064% 122.777% 112.458% Total Tax Capacity Rates By School Districts 171 Table 7 2022 Percentage Percentage Taxable of Total City Taxable of Total City Capacity Capacity Capacity Capacity Taxpayer Value Rank Value Value Rank Value Medtronic, Inc.$1,977,709 1 4.47% $1,694,986 1 6.46% Hyde Development 1,859,738 2 4.21% N/A N/A Onan Corp (Cummins Power)762,938 3 1.73% 387,262 4 1.48% BNSF Railroad 715,926 4 1.62% N/A N/A Target Corporation 712,850 5 1.61% 556,928 2 2.12% Industrial Equities Group 607,784 6 1.37% N/A N/A Fridley Medical Clinic 605,644 7 1.37% N/A N/A Shamrock Investments 487,056 8 1.10% 531,876 3 2.03% Cielo Partners LLC 483,191 9 1.09% N/A N/A Fridley Market (60th/Main)462,239 10 1.05% N/A N/A University Avenue Associates N/A N/A 238,944 8 0.91% Wal-Mart/Sam's Club N/A N/A 336,460 5 1.28% Georgetown Apartments N/A N/A 244,066 7 0.93% GPT Fridley / BAE N/A N/A 283,118 6 1.08% River Pointe Apartments N/A N/A 187,570 10 0.71% Lifetime Fitness N/A N/A 196,832 9 0.75% Total $8,675,075 19.62% $4,658,042 17.75% Total All Property $44,207,182 $26,252,539 Source: City Assessor CITY OF FRIDLEY, MINNESOTA PRINCIPAL PROPERTY TAXPAYERS Current year and nine years ago 2013 172 Table 8 Fiscal Taxes Collections Year Levied in Ended For The Percentage Subsequent Percentage Dec. 31 Fiscal Year Amount of Levy Years1 Amount of Levy 2013 $11,252,481 $11,247,943 99.96% $4,538 $11,252,481 100.00% 2014 11,511,288 11,372,812 98.80% 137,539 11,510,351 99.99% 2015 11,734,607 11,657,855 99.35% 75,335 11,733,190 99.99% 2016 12,200,835 12,172,555 99.77% 25,383 12,197,938 99.98% 2017 14,122,251 13,990,154 99.06% 124,808 14,114,962 99.95% 2018 14,807,913 14,804,501 99.98% (5,939) 14,798,562 99.94% 2019 15,494,419 15,339,721 99.00% 101,240 15,440,961 99.65% 2020 16,109,557 16,030,087 99.51% 28,580 16,058,667 99.68% 2021 16,890,084 16,834,247 99.67% 24,165 16,834,247 99.67% 2022 17,392,070 17,326,104 99.62% N/A 17,326,104 99.62% 1Includes repayment of property taxes abatements Source: City Finance Department CITY OF FRIDLEY, MINNESOTA PROPERTY TAX LEVIES AND COLLECTIONS Last ten fiscal years Collected Within The Fiscal Year of the Levy Total Collections to Date 173 Table 9 CITY OF FRIDLEY, MINNESOTA RATIOS OF OUTSTANDING DEBT BY TYPE Last Ten fiscal years Business Type Activities Total Percentage Fiscal Improvement Tax Increment Equipment Tax Revenue Primary of Personal Per Year Bonds 2 Bonds 2 Certificates 2 Abatement 2 Total Bonds 2 Government Income1 Capita1 2013 $4,955,000 $ - $1,725,000 $ - $6,680,000 $6,415,000 $13,095,000 1.69% 240 2014 4,000,000 - 1,530,000 - 5,530,000 5,845,000 11,375,000 1.58% 198 2015 3,010,000 - 1,330,000 - 4,340,000 5,260,000 9,600,000 1.31% 152 2016 1,980,000 - 1,130,000 - 3,110,000 10,645,000 13,755,000 1.69% 109 2017 49,585,000 - 925,000 - 50,510,000 8,045,000 58,555,000 7.25% 1,815 2018 48,400,000 - 720,000 - 49,120,000 7,130,000 56,250,000 6.74% 1,755 2019 47,115,000 9,510,000 510,000 - 57,135,000 6,185,000 63,320,000 7.28% 2,010 2020 45,790,000 14,050,000 295,000 - 60,135,000 5,455,000 65,590,000 7.01% 2,111 2021 44,495,000 13,420,000 150,000 - 58,065,000 3,580,000 61,645,000 6.61% 2,072 2022 43,245,000 12,715,000 - 20,730,000 76,690,000 3,015,000 79,705,000 7.50% 2,667 1Demographic information can be found on Table 13 2 Presented as gross amount of debt, not adjusted for original issuance premiums and discounts Governmental Activities 174 Table 10 Estimated Estimated Share of Debt Percentage Overlapping Governmental Unit Outstanding Applicable1 Debt Debt repaid with property taxes: Independent School District No. 11 $245,055,000 1.60% $3,920,880 Independent School District No. 13 18,433,058 31.46% 5,799,040 Independent School District No. 14 42,025,000 100.00% 42,025,000 Independent School District No. 16 99,105,000 36.80% 36,470,640 Metro Council 1,717,186,171 1.19% 20,434,515 Anoka County 42,415,000 18.04% 7,651,666 Vocational/Technical District No. 916 71,500,000 2.21% 1,580,150 Subtotal - overlapping debt 117,881,891 City of Fridley - Direct debt 78,624,915 Total direct and overlapping debt $78,624,915 100.00%$196,506,806 Sources: Continuing Disclosure Document 1Overlapping 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. CITY OF FRIDLEY, MINNESOTA DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT December 31, 2022 175 This page intentionally left blank 176 Table 11 Market Value $3,425,676,400 Debt Limit 3% of Market Value $102,770,292 Amount of Debt Applicable to Debt Limit: Total Debt $46,260,000 Deductions: Revenue Bonds 3,015,000 3,015,000 Total Amount of Debt Applicable to Debt Limit 43,245,000 Legal Debt Margin $59,525,292 Legal Debt Margin Calculation for the last 10 Fiscal Years Net Debt Legal Amount of Debt Fiscal Debt Applicable to Debt Applicable to Year Limit Limit Margin Debt Limit 2013 $61,725,015 $1,725,000 $60,000,015 2.79% 2014 58,457,403 1,530,000 56,927,403 2.62% 2015 64,381,899 1,330,000 63,051,899 2.07% 2016 66,220,902 1,130,000 65,090,902 1.71% 2017 72,490,155 50,055,000 22,435,155 69.05% 2018 76,729,887 48,790,000 27,939,887 63.59% 2019 85,648,197 56,935,000 28,713,197 66.48% 2020 92,204,535 60,070,000 32,134,535 65.15% 2021 102,827,526 58,065,000 44,762,526 56.47% 2022 102,770,292 46,260,000 59,525,202 57.92% CITY OF FRIDLEY, MINNESOTA LEGAL DEBT MARGIN INFORMATION Last ten fiscal years 177 Special Property Fiscal Assessment Tax Year Collections Principal Interest Coverage Collections Principal Interest Coverage 2013 $376,026 $925,000 $198,413 0.33 $233,749 $55,000 $25,763 2.89 2014 932,078 955,000 166,235 0.83 234,357 195,000 25,653 1.06 2015 188,303 990,000 129,815 0.17 231,310 200,000 23,080 1.04 2016 166,895 1,030,000 92,090 0.15 234,359 200,000 20,330 1.06 2017 105,827 1,525,000 914,322 0.04 225,962 205,000 17,205 1.02 2018 52,979 1,185,000 1,747,988 0.02 232,848 205,000 13,855 1.06 2019 48,680 1,285,000 1,710,938 0.02 231,149 210,000 10,371 1.05 2020 25,154 1,325,000 1,671,788 0.01 157,817 215,000 6,570 0.71 2021 10,336 1,295,000 1,638,638 0.00 160,511 145,000 3,526 1.08 2022 - 1,250,000 1,594,113 0.00 (95) 150,000 1,238 0.00 Last ten fiscal years PLEDGED-REVENUE COVERAGE CITY OF FRIDLEY, MINNESOTA Debt Service Debt Service Improvement Bonds Equipment Certificates 178 Table 12 Utility Less Net Tax Service Operating Available Increment Revenues Expenses Revenue Principal Interest Coverage Collections Principal Interest Coverage $7,961,738 $6,839,852 $1,121,886 $655,000 $235,474 1.26 $0 $0 $0 0.00 8,363,415 6,987,095 1,376,320 570,000 223,459 1.73 - - - - 8,936,287 7,405,596 1,530,691 585,000 203,060 1.94 - - - - 9,938,517 7,381,382 2,557,135 610,000 181,610 3.23 - - - - 10,499,230 8,374,461 2,124,769 2,600,000 261,888 0.74 - - - - 11,442,218 9,307,210 2,135,008 915,000 180,688 1.95 - - - - 11,365,473 9,608,209 1,757,264 945,000 155,763 1.60 - - - - 11,603,610 9,812,423 1,791,187 730,000 134,838 2.07 - - 280,368 - 12,592,252 9,681,907 2,910,345 1,875,000 131,838 1.45 - 630,000 460,038 - 12,952,485 12,091,570 860,915 565,000 66,763 1.36 - 705,000 426,663 - Tax Increment Bonds Debt Service Debt Service Utility Revenue Bonds 179 Table 13 Total Per Capita Fiscal Unemployment Personal Personal Year Population Rate Income Income 2013 27,785 4.4%774,145,670 27,862 2014 27,952 4.2%720,406,896 25,773 2015 28,547 3.9%747,503,195 26,185 2016 28,631 3.9%810,142,776 28,296 2017 28,667 3.8%829,622,980 28,940 2018 28,824 3.1%862,385,256 29,919 2019 28,981 3.3%897,599,532 30,972 2020 29,924 7.5%971,033,800 32,450 2021 29,806 5.0%981,899,058 32,943 2022 29,962 2.6%1,062,531,280 36,040 Sources: Metropolitan Council (population), Continuing Disclosure Document (unemployment rate) CITY OF FRIDLEY, MINNESOTA DEMOGRAPHIC AND ECONOMIC STATISTICS Last ten fiscal years 180 Table 14 2022 2013 Percentage Percentage of Total City of Total City Employer Employees Rank Employment Employees Rank Employment Medtronic, Inc.3,400 1 14.02% 2,693 1 12.05% Target 1,471 2 6.06% 758 4 3.39% Mercy - Unity Medical Center 1,448 3 5.97% 1,510 2 6.76% Cummins Power (Onan)1,100 4 4.53% 1,325 3 5.93% BAE Systems 600 5 2.47% 375 7 1.68% ISD #14 (Fridley Schools)563 6 2.32% 525 5 2.35% Minco Products 350 7 1.44% 500 6 2.24% Kurt Manufacturing 310 8 1.28% 250 9 1.12% Wal-Mart 305 9 1.26% 288 8 1.29% Taylor Communications 255 10 1.05% N/A N/A Lofthouse Bakery N/A N/A 185 10 0.83% Total 9,802 40.41% 8,409 37.63% Total City Employment 24,257 22,345 Source: Fridley Community Development Dept, MN Department of Employment and Economic Development CITY OF FRIDLEY, MINNESOTA PRINCIPAL EMPLOYERS Current year and nine years ago 181 Function/Program 2013 2014 2015 2016 General government: City administration 4.0 4.7 4.7 5.0 Finance 18.0 16.0 16.0 15.0 Human resource 2.0 2.0 2.0 2.0 Community development 8.2 9.8 9.6 10.0 Customer Relations - - - - Public safety: Police department 50.6 51.6 52.6 52.4 Fire department 7.8 7.6 7.0 7.0 Public works: Administration 1.2 0.6 1.5 1.5 Engineering 5.0 5.0 1.8 1.8 Mechanic 4.5 4.0 3.8 3.8 Streets 9.0 8.5 8.5 8.5 Water 7.0 7.0 7.8 7.8 Sewer 5.0 5.0 3.7 3.7 Parks 7.0 6.5 5.8 5.8 Storm Water - - 5.1 5.1 Parks and recreation: Parks and recreation 8.0 9.6 9.0 9.0 Total 137.3 137.9 138.9 138.4 Source: City Finance Department Full-Time Equivalent Employees as of December 31, CITY OF FRIDLEY, MINNESOTA FULL-TIME EQUIVALENT CITY GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAM Last ten fiscal years 182 Table 15 2017 2018 2019 2020 2021 2022 5.0 5.0 5.0 4.0 5.0 7.0 15.0 16.1 16.9 3.0 3.0 3.0 2.0 2.8 3.0 - - - 10.0 10.0 10.0 17.9 23.5 21.6 - 0.7 1.0 10.0 10.0 10.0 52.4 52.1 54.1 54.9 55.8 55.8 7.0 7.0 6.0 4.9 6.0 6.0 1.8 1.8 2.8 2.8 3.0 3.0 2.1 2.1 2.1 2.1 2.1 2.1 3.8 3.8 3.8 5.8 5.8 5.8 8.8 8.8 8.8 8.9 8.7 8.7 7.9 7.9 7.9 4.0 3.6 3.6 3.7 3.7 3.7 7.9 8.2 8.4 5.8 5.8 5.8 4.6 4.2 4.2 5.1 5.0 5.0 6.7 5.3 6.1 9.8 10.2 9.0 11.7 10.8 11.3 140.0 142.8 144.9 149.1 155.0 156.6 Full-Time Equivalent Employees as of December 31, 183 Function/Program 2013 2014 2015 2016 Police: Physical arrests 1,344 1,256 1,386 752 Parking violations 562 373 278 922 Traffic violations 2,826 3,245 2,592 2,601 Fire: Emergency responses 3,003 3,089 3,047 3,268 Fires occurred 119 110 103 127 Commercial inspections 1,110 1,505 1,663 789 Community development: Rental inspections 1,145 1,428 1,881 1,559 Refuse collection: Recyclables collected (tons per day)6.21 6.22 6.33 5.99 Recyclables collected (pounds per person)164.67 164.59 165.96 156.54 Building inspection: Permits issued: Residential 2,191 1,974 4,642 2,227 Commercial 440 492 642 599 Total permit valuation $40,697,477 $47,109,811 $60,598,103 $73,636,057 Other public works: Street resurfacing (miles)3.8 3.3 2.9 2.2 Recreation Total Program Participant hours 305,975 310,000 311,500 315,000 Total Senior Program Participant hours 69,818 70,000 62,218 65,500 Nature Center Education Participants 23,419 23,860 20,404 15,609 Nature Center Special Event Participants N/A N/A N/A 4,751 Nature Center Facility Rental Visitors N/A N/A N/A N/A Water: Connections 8,230 8,243 8,245 8,374 Storage capacity (gallons)6,500,000 6,500,000 6,500,000 6,500,000 Average daily demand (gallons)4,227,975 2,517,808 2,968,901 3,560,000 Peak daily demand (gallons)9,009,000 7,439,000 6,803,000 6,392,000 Sewer: Connections 8,239 8,252 8,254 8,271 Sources: Various City departments. Fiscal Year CITY OF FRIDLEY, MINNESOTA OPERATING INDICATORS BY FUNCTION/PROGRAM Last ten fiscal years 184 Table 16 2017 2018 2019 2020 2021 2022 979 1,043 911 761 1,247 1,365 553 612 1,741 671 841 1,289 2,250 2,622 1,932 1,883 1,395 1,258 3,439 2,415 2,596 3,342 3,003 3,372 126 126 105 123 159 162 867 829 1,672 862 397 588 1,434 1,410 1,643 1,260 1,374 1,494 6.62 6.20 6.37 6.57 5.79 5.68 169.25 158.29 162.28 163.28 142.72 140.32 1,804 2,007 2,093 2,329 2,278 2,095 612 514 453 378 430 297 $103,663,306 $91,601,072 $98,100,786 $99,191,402 $87,575,510 $32,218,314 1.9 0.2 0.6 3.6 2.2 1.8 300,000 321,927 58,354 6,892 50,765 50,770 65,500 21,615 N/A N/A N/A N/A 16,339 16,872 15,587 3,785 10,581 18,343 2,670 4,200 3,700 145 3,528 6,168 5,364 5,500 4,456 1,059 1,419 3,901 8,259 8,261 8,305 8,343 8,362 8,364 6,500,000 6,500,000 6,500,000 6,500,000 6,500,000 6,500,000 3,390,000 3,233,000 3,056,000 3,370,000 3,480,000 3,490,000 6,379,000 5,900,000 5,720,000 6,458,000 7,345,000 6,443,000 8,235 8,239 8,291 8,326 8,344 8,346 Fiscal Year 185 Table 17 Function/Program 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Police: Stations 111111 1 1 1 1 Squad cars 12 15 13 13 12 15 15 15 15 15 Fire stations 333333 2 2 2 2 Other public works: Streets (miles) 125.3 125.3 125.5 125.5 125.5 125.8 126.1 126.1 126.1 126.1 Highways (miles) 10.3 10.3 10.3 10.3 10.3 10.3 10.3 10.3 10.3 10.3 Streetlights 1,059 1,059 1,059 1,059 1,059 1,059 1,093 1,123 1,123 1,123 Traffic signals 36 36 36 36 36 36 36 36 36 36 Parks and recreation: Acreage 682 682 682 682 682 665 665 666 666 666 Playgrounds 29 29 29 29 29 28 28 29 29 29 Baseball/softball diamonds 22 22 22 22 21 21 21 21 21 21 Soccer/football fields 222222 2 2 2 2 Water: Water mains (miles) 113.0 113.0 113.2 113.2 113.2 116.0 117.5 127.0 127.8 127.8 Fire hydrants 1,013 1,013 1,013 1,013 1,013 1,020 1,040 1,040 1,070 1,420 Storage capacity (million gallons) 6.5 6.5 6.5 6.5 6.5 6.5 6.5 6.5 6.5 6.5 Wastewater: Sanitary sewers (miles) 103.0 103.0 103.0 103.0 103.0 106.0 107.5 109.0 109.0 109.2 Storm sewers (miles) 102.0 102.0 102.2 102.2 102.2 104.5 107.0 115.5 115.5 115.5 Sources: Various City departments. Fiscal Year CITY OF FRIDLEY, MINNESOTA CAPITAL ASSET STATISTICS BY FUNCTION/PROGRAM Last ten fiscal years 186