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HomeMy WebLinkAbout9A 2014 Prior Lake Annual Financial Report CITY OF PRIOR LAKE SCOTT COUNTY, MINNESOTA Financial Statements and Supplemental Information Year Ended December 31, 2014 THIS PAGE INTENTIONALLY LEFT BLANK Page INTRODUCTORY SECTION ELECTED AND APPOINTED OFFICIALS 1 FINANCIAL SECTION INDEPENDENT AUDITOR’S REPORT 2–4 MANAGEMENT’S DISCUSSION AND ANALYSIS 5–18 BASIC FINANCIAL STATEMENTS Government-Wide Financial Statements Statement of Net Position 19 Statement of Activities 20–21 Fund Financial Statements Governmental Funds Balance Sheet 22–23 Reconciliation of the Balance Sheet to the Statement of Net Position 24 Statement of Revenues, Expenditures, and Changes in Fund Balances 25–26 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances to the Statement of Activities 27 Statement of Revenues, Expenditures, and Changes in Fund Balances – General Fund – Budget and Actual 28 Proprietary Funds Statements of Net Position 29–30 Statements of Revenues, Expenses, and Changes in Net Position 31–32 Statements of Cash Flows 33–36 Notes to Basic Financial Statements 37–62 REQUIRED SUPPLEMENTARY INFORMATION Volunteer Fire Department Firefighter’s Relief and Pension Association Schedule of Funding Progress 63 City of Prior Lake Other Post-Employment Benefits Plan Schedule of Funding Progress 63 SUPPLEMENTAL INFORMATION Combining and Individual Fund Statements and Schedules Nonmajor Governmental Funds Combining Balance Sheet 64 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 65 Nonmajor Special Revenue Funds Combining Balance Sheet 66–67 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 68–69 CITY OF PRIOR LAKE SCOTT COUNTY, MINNESOTA Table of Contents Page SUPPLEMENTAL INFORMATION (CONTINUED) Combining and Individual Fund Statements and Schedules (continued) Nonmajor Governmental Funds (continued) Nonmajor Capital Projects Funds Combining Balance Sheet 70–73 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 74–77 General Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual 78–84 Debt Service Funds Balance Sheet by Account 85–88 Schedule of Revenues, Expenditures, and Changes in Fund Balances 89–92 OTHER INFORMATION SECTION (UNAUDITED) Summary Financial Report Revenues and Expenditures for General Operations 93 Combined Schedule of Indebtedness 94–95 Bond Schedules 96–100 Debt Service Requirements 101–102 Tax Levies and Collections, Special Assessment Levies and Collections 103 Schedules of Market Value, Tax Levy, Tax Capacity Values, Tax Capacity Rate, and Market Value Rate 104 Key Financial Indicators 105 OTHER REQUIRED REPORTS Independent Auditor’s Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance With Government Auditing Standards 106–107 Independent Auditor’s Report on Minnesota Legal Compliance 108 CITY OF PRIOR LAKE SCOTT COUNTY, MINNESOTA Table of Contents (continued) INTRODUCTORY SECTION -1- Term Expires Ken Hedberg Mayor 12/31/2016 Richard Keeney Councilmember 12/31/2016 Michael McGuire Councilmember 12/31/2018 Monique Morton Councilmember 12/31/2016 Vanessa Soukup Councilmember 12/31/2014 Frank Boyles City Manager Jerilyn Erickson Finance Director Cathy Erickson Accounting Manager ELECTED APPOINTED CITY OF PRIOR LAKE SCOTT COUNTY, MINNESOTA Elected and Appointed Officials As of December 31, 2014 FINANCIAL SECTION -2- INDEPENDENT AUDITOR’S REPORT To the City Council and Management City of Prior Lake, Minnesota REPORT ON THE FINANCIAL STATEMENTS We have audited the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Prior Lake, Minnesota (the City) as of and for the year ended December 31, 2014, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents. MANAGEMENT’S RESPONSIBILITY FOR THE FINANCIAL STATEMENTS Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. AUDITOR’S RESPONSIBILITY Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the City’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. (continued) -3- OPINIONS In our opinion, the financial statements referred to on the previous page present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City as of December 31, 2014, and the respective changes in financial position and, where applicable, cash flows thereof, and the budgetary comparison for the General Fund for the year then ended, in accordance with accounting principles generally accepted in the United States of America. OTHER MATTERS Required Supplementary Information Accounting principles generally accepted in the United States of America require that the Management’s Discussion and Analysis, the Schedules of Funding Progress for the Volunteer Fire Department Firefighter’s Relief and Pension Association, and the City of Prior Lake Other Post-Employment Benefits Plan, as listed in the table of contents, be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The introductory section, combining and individual fund statements and schedules, and other information section, as listed in the table of contents, are presented for purposes of additional analysis and are not required parts of the basic financial statements. The combining and individual fund statements and schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual fund statements and schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. The introductory and other information sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we do not express an opinion or provide any assurance on them. (continued) -4- Prior Year Comparative Information We have previously audited the City’s 2013 financial statements, and we expressed unmodified audit opinions on the respective financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information in our report dated May 16, 2014. In our opinion, the partial comparative information presented herein as of and for the year ended December 31, 2013 is consistent, in all material respects, with the audited financial statements from which it has been derived. OTHER REPORTING REQUIRED BY GOVERNMENT AUDITING STANDARDS In accordance with Government Auditing Standards, we have also issued our report dated May 15, 2015 on our consideration of the City’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, grant agreements, and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City’s internal control over financial reporting and compliance. Minneapolis, Minnesota May 15, 2015 THIS PAGE INTENTIONALLY LEFT BLANK CITY OF PRIOR LAKE Management’s Discussion and Analysis Fiscal Year Ended December 31, 2014 -5- As the management of the City of Prior Lake, Minnesota (the 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, 2014. FINANCIAL HIGHLIGHTS  The assets of the City exceeded its liabilities at the close of the most recent fiscal year by $159,582,600 (net position). Of this amount, $20,605,930 (unrestricted net position) may be used to meet the government’s ongoing obligations to citizens and creditors.  The City’s total net position increased by $4,195,212.  As of the close of the current fiscal year, the City’s governmental funds reported combined ending fund balances of $19,768,634, a decrease of $802,527 in comparison with the prior year.  At the end of the current fiscal year, the unassigned fund balance for the General Fund was $5,775,937, or 46.0 percent, of budgeted 2015 expenditures and transfers out ($12,563,945). The total fund balance of $5,776,647 reflects a decrease of $654,611. This is $471,146 less than the budgeted decrease which was primarily due to increased revenues from interest on investments as the investment market improved. Also, the City had lower than budgeted expenditures for capital projects, which resulted in less capital outlay and street expenditures than was originally planned for in 2014. OVERVIEW OF THE FINANCIAL STATEMENTS This discussion and analysis is intended to serve as an introduction to the City’s basic financial statements. The City’s basic financial statements include three components: 1) government-wide financial statements, 2) fund financial statements, and 3) notes to basic financial statements. This report also contains supplemental information in addition to the basic financial statements themselves. Government-Wide Financial Statements – The government-wide financial statements are designed to provide readers with a broad overview of the City’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 and liabilities, with the difference between the two reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the City 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). -6- Both of the government-wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental activities of the City include general government, public safety, public works, culture and recreation, and economic development. The business-type activities of the City include water, sewer, water quality, and transit operations. The government-wide financial statements can be found in the financial section following 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 two categories: governmental funds and proprietary funds. Governmental Funds – Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a City’s near-term financing 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 statements. By doing so, readers may better understand the long-term impact of the City’s near-term financing decisions. Both the governmental funds Balance Sheet and the governmental funds Statement of Revenues, Expenditures, and Changes in Fund Balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains numerous individual governmental funds. Information is presented separately in the governmental funds Balance Sheet and in the governmental funds Statement of Revenues, Expenditures, and Changes in Fund Balances for the General Fund, DAG Special Revenue Fund, Debt Service Fund, and Construction Fund, all of which are considered major funds. Data from the other governmental funds are combined into a single, aggregated presentation. Individual fund data for each of these nonmajor governmental funds are provided in the form of combining statements elsewhere in this report. The City adopts an annual appropriated budget for its General Fund. A budgetary comparison statement has been provided for this fund to demonstrate compliance with this budget. The basic governmental fund financial statements can be found in the financial section of this report immediately following the government-wide financial statements. Proprietary Funds – The City maintains two types of proprietary funds. 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 water, sewer, water quality, and transit operations. Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. -7- Internal service funds are an accounting device used to accumulate and allocate costs internally among the City’s various functions. The City uses internal service funds to account for severance compensation. Because these internal service fund activities predominantly benefit governmental rather than business-type functions, they have been included within governmental activities in the government-wide financial statements. The Internal Service Fund is presented separately in the proprietary fund financial statements. The basic proprietary fund financial statements can be found in the financial section of this report immediately following the governmental fund statements. Notes to Basic Financial Statements – The notes to basic financial statements 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 basic financial statements can be found following the proprietary fund statements within the financial section of this report. Supplemental Information – The combining statements referred to earlier in connection with nonmajor governmental funds are presented immediately following the required supplementary information. GOVERNMENT-WIDE FINANCIAL ANALYSIS As noted earlier, net position may serve over time as a useful indicator of a City’s financial position. In the case of the City, assets exceeded liabilities by $159,582,600 at the close of the most recent fiscal year. The City’s investment in capital asset (e.g. land, buildings, machinery and equipment), less any related debt used to acquire those assets that are still outstanding totaled 84 percent of total net position. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City’s investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. -8- The following table provides the City’s Summary of Net Position: 2014 2013 2014 2013 2014 2013 Assets Current and other assets 25,821,559$ 27,567,223$ 7,783,391$ 7,912,257$ 33,604,950$ 35,479,480$ Capital assets 121,076,263 116,684,922 46,627,184 45,640,328 167,703,447 162,325,250 Total assets 146,897,822$ 144,252,145$ 54,410,575$ 53,552,585$ 201,308,397$ 197,804,730$ Liabilities Long-term liabilities 37,672,990$ 39,147,080$ 109,172$ 105,754$ 37,782,162$ 39,252,834$ Other liabilities 2,684,991 2,927,896 1,258,644 236,612 3,943,635 3,164,508 Total liabilities 40,357,981$ 42,074,976$ 1,367,816$ 342,366$ 41,725,797$ 42,417,342$ Net position Net investment in capital assets 87,398,664$ 81,787,853$ 46,627,184$ 45,640,328$ 134,025,848$ 127,428,181$ Restricted 4,950,822 6,069,035 – – 4,950,822 6,069,035 Unrestricted 14,190,355 14,320,281 6,415,575 7,569,891 20,605,930 21,890,172 Total net position 106,539,841$ 102,177,169$ 53,042,759$ 53,210,219$ 159,582,600$ 155,387,388$ Activities Activities Total Governmental Business-Type Summary of Net Position as of December 31, 2014 and 2013 Table 1 An additional portion of the City’s net position ($4,950,822, or 3.1 percent) represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net position, $20,605,930, may be used to meet the government’s ongoing obligations to citizens and creditors. At the end of the current fiscal year, the City is able to report positive balances in all three categories of net position, both for the government as a whole, as well as for its separate governmental and business-type activities. The same situation held true for the prior fiscal year. -9- 2014 2013 2014 2013 2014 2013 Revenues Program revenues Charges for services 1,912,949$ 2,128,090$ 6,479,535$ 6,627,933$ 8,392,484$ 8,756,023$ Operating grants and contributions 1,354,372 1,208,622 883,079 717,109 2,237,451 1,925,731 Capital grants and contributions 5,917,572 8,994,576 576,240 323,909 6,493,812 9,318,485 General revenues Property taxes 9,923,506 9,835,305 – – 9,923,506 9,835,305 Franchise taxes 594,800 584,295 – – 594,800 584,295 Grants and contributions not restricted to specific 52,555 16,106 – – 52,555 16,106 programs Interest income (losses)756,967 (438,201) 355,290 (182,433) 1,112,257 (620,634) Miscellaneous 204,641 106,610 5,782 3,109 210,423 109,719 Total revenues 20,717,362 22,435,403 8,299,926 7,489,627 29,017,288 29,925,030 Expenses General government 3,557,910 3,188,370 – – 3,557,910 3,188,370 Public safety 5,230,546 5,059,458 – – 5,230,546 5,059,458 Public works 4,227,440 3,921,783 – – 4,227,440 3,921,783 Culture and recreation 2,229,987 2,188,148 – – 2,229,987 2,188,148 Economic development 535,955 669,303 – – 535,955 669,303 Interest on long-term debt 1,185,474 1,829,979 – – 1,185,474 1,829,979 Water – – 2,297,197 2,188,545 2,297,197 2,188,545 Sewer – – 2,447,618 2,345,167 2,447,618 2,345,167 Water quality – – 638,570 532,508 638,570 532,508 Transit – – 1,099,899 772,707 1,099,899 772,707 Total expenses 16,967,312 16,857,041 6,483,284 5,838,927 23,450,596 22,695,968 Increase in net position before transfers and special items 3,750,050 5,578,362 1,816,642 1,650,700 5,566,692 7,229,062 Special item Transfer – – (1,371,480) – (1,371,480) – Transfers 612,622 1,536,950 (612,622) (1,536,950) – – Changes in net position 4,362,672 7,115,312 (167,460) 113,750 4,195,212 7,229,062 Net position – beginning 102,177,169 95,061,857 53,210,219 53,096,469 155,387,388 148,158,326 Net position – ending 106,539,841$ 102,177,169$ 53,042,759$ 53,210,219$ 159,582,600$ 155,387,388$ Activities Activities Total Table 2 Changes in Net Position for the Years Ended December 31, 2014 and 2013 Governmental Business-Type Governmental Activities – Governmental activities increased the City’s net position by $4,362,672. Key elements of this increase are seen in the table above. The increase is primarily due to an increase in state grants, including $244,000 for a MN PFA Grant for the CR 12 and Sunset projects, a reduction of interest on long-term debt due to a Lease Revenue Bond 2005B payoff in 2013, and debt refunding in 2014. Additional economic development costs, which are dependent on development and antennae projects, were down in 2014 as compared to 2013. There is a reduction of approximately $250,000 in 2014 charges for services due to a 33 percent reduction in building permits from the prior year. The business-type activities decreased the City’s net position by $167,460 due mostly to expenses related to the transfer of the City’s transit operation to Minnesota Valley Transit Authority (MVTA) at the end of 2014. Transit Fund expense increases in 2014 were related to costs for a downtown transit study. Interest income (losses) were higher due to positive market value adjustments on the City’s investment portfolio. -10- Below are specific graphs that provide comparisons of the governmental activities program revenues and expenses: $– $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 $5,000,000 $5,500,000 $6,000,000 General Government Public Safety Public Works Culture and Recreation Economic Development Interest on Long-Term Debt Expenses Program Revenues Governmental Activities – Revenue by Program Charges for Services 9% Operating Grants and Contributions 7% Capital Grants and Contributions 29% Property Taxes 48% Franchise Taxes 3% Other 4% -11- Business-Type Activities – Below are graphs showing the business-type activities program revenues and expense comparisons. Transit Fund expenditures include expenses related to the discontinuation of operations in the Transit Fund. $– $250,000 $500,000 $750,000 $1,000,000 $1,250,000 $1,500,000 $1,750,000 $2,000,000 $2,250,000 $2,500,000 $2,750,000 $3,000,000 $3,250,000 $3,500,000 Water Sewer Water Quality Transit Expenses Program Revenues Business-Type Activities – Revenue by Source Charges for Services 78% Operating Grants and Contributions 11% Capital Grants and Contributions 7%Other 4% -12- FINANCIAL ANALYSIS OF THE GOVERNMENT’S FUNDS As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. 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, unassigned fund balance may serve as a useful measure of a government’s net resources available for spending at the end of the fiscal year. As of the end of the current fiscal year, the City’s governmental funds reported combined ending fund balances of $19,768,634, a decrease of $802,527 in comparison with the prior year. The General Fund is the chief operating fund of the City. At the end of the recent fiscal year, unassigned fund balance of the General Fund was $5,775,937, while total fund balance reached $5,776,647. As a measure of the General Fund’s liquidity, it may be useful to compare the unassigned fund balance to total fund expenditures. Unassigned fund balance represents about 46.0 percent of total 2015 General Fund budgeted expenditures and transfers out ($12,563,945). Total fund balance for the City’s General Fund decreased by $654,611 during 2014. This is $471,146 less than the budgeted decrease which was due to increased revenues from interest on investments as the investment market improved and decreased expenditures for projects, which resulted in less capital outlay and street expenditures than was originally planned for in 2014. The 2014 budget included a number of street repairs and maintenance projects as well as trail replacements that were not completed due to the abbreviated construction season. The implementation of the final two modules for the ERP System and purchase of election equipment were also not completed. These projects are planned for completion in 2015. Approximately $300,000 of project expenditures will be carried forward to 2015. The DAG Special Revenue Fund balance decreased $43,516. Charges for services increased $146,461, however, capital outlay exceeded this revenue in 2014 which caused the decrease in fund balance. The Debt Service Fund balance decreased by $3,531,843. This is largely due to the payment made to the refunded bond escrow agent in 2014. The City manages cash flow in all debt service funds and ensures adequate resources exist to fund future obligations. The Construction Fund balance decreased by $413,066. This decrease is mainly due to a decrease in state grants for the Main/Ridgemont/TH 13 street reconstruction and County Road 12 construction projects in the current year as these projects are nearing completion. Because these were almost finished capital outlay also experienced a decrease in the current year. Proprietary Funds – The City’s proprietary funds provide the same information for the business-type activities found in the government-wide financial statements, but in more detail. GENERAL FUND BUDGETARY HIGHLIGHTS Actual revenues were $13,878 over budget in 2014 due primarily to an improved investment market. The number of building permits came in 21 percent below budget. This resulted in a reduction in revenues associated with building permits and plan check fees of approximately $145,000 lower than budget. Actual expenditures were $437,824 less than budget in 2014. The largest variances from budget were in culture and recreation capital outlay and public works being under budget by $145,886 and $128,051, respectively. This is primarily due to park and street improvements not being completed as budgeted. The 2014 budget anticipated a planned use of reserves in the amount of $1,033,440. The 2014 budget was amended to use additional reserves primarily for projects carried forward from 2013. The revised planned use of reserves was $1,125,758. As noted in the governmental funds section above, not all 2014 projects were completed and approximately $300,000 of project expenditures will be carried forward to 2015. -13- CAPITAL ASSETS AND DEBT ADMINISTRATION Capital Assets – The City’s investment in capital assets for its governmental and business-type activities as of December 31, 2014 amounts to $167,703,447 (net of accumulated depreciation). This investment in capital assets includes items such as land, buildings and improvements, machinery and equipment, park facilities, roads, highways, and bridges. 2014 2013 2014 2013 2014 2013 Land 32,075,809$ 31,818,978$ –$ –$ 32,075,809$ 31,818,978$ Easements 33,661,179 31,120,861 75,300 75,300 33,736,479 31,196,161 Construction in progress 6,882,779 8,597,095 47,281 – 6,930,060 8,597,095 Land improvements 780,320 795,702 65,903 70,290 846,223 865,992 Machinery and equipment 2,602,981 2,849,168 438,262 302,264 3,041,243 3,151,432 Vehicles 981,972 1,044,660 15,740 23,005 997,712 1,067,665 Infrastructure 44,091,223 40,458,458 45,984,698 45,169,469 90,075,921 85,627,927 Total 121,076,263$ 116,684,922$ 46,627,184$ 45,640,328$ 167,703,447$ 162,325,250$ Table 3 Capital Assets (Net of Depreciation) Total Business-Type Activities Governmental Activities Additional information on the City’s capital assets can be found in Note 3 of the notes to basic financial statements. -14- Long-Term Debt – At the end of the current fiscal year, the City had total bonded debt outstanding of $33,640,000. All of this amount comprises debt backed by the full faith and credit of the City. The City’s total debt decreased during the current fiscal year due to scheduled debt service payments and payments made on refunded bonds from escrow in 2014. 2014 2013 2014 2013 2014 2013 G.O. bonds 15,290,000$ 19,880,000$ –$ –$ 15,290,000$ 19,880,000$ G.O. special assessment bonds 10,595,000 9,885,000 – – 10,595,000 9,885,000 G.O. tax increment bonds 245,000 270,000 – – 245,000 270,000 G.O. revenue bonds 7,510,000 7,880,000 – – 7,510,000 7,880,000 Premium (discount) on bonds payable 292,599 290,627 – – 292,599 290,627 Energy lease loan payable 2,667,924 – – – 2,667,924 – Compensated absences payable 929,153 941,453 109,172 105,754 1,038,325 1,047,207 Net OPEB obligation 143,314 – – – 143,314 – Total 37,672,990$ 39,147,080$ 109,172$ 105,754$ 37,782,162$ 39,252,834$ Table 4 Long-Term Liabilities Total Governmental Business-Type Activities Activities In April 2010, Moody’s Investor Services recalibrated the City’s bond rating to the global rating scale and, therefore, changed the City’s bond rating from Aa3 to an Aa2. The Aa2 bond rating was reaffirmed with the 2014 bond issuance. The City’s statutory debt limit is equal to 3 percent of estimated taxable market value of property located within the City. The taxable market value totals $2,590,697,300, which calculates to a debt margin of $77,720,919. Debt financed partially or entirely by special assessments, tax increments, and other revenue sources is not applied against the City’s debt limit, nor is debt financed by proprietary fund revenues. Currently, the City has $15,290,000 of general obligation debt outstanding leaving a debt margin of $62,430,919. Additional information on the City’s long-term debt can be found in Note 5 of the notes to basic financial statements. ECONOMIC FACTORS AND NEXT YEAR’S BUDGETS AND RATES  The City adopted a general operating budget of $12,563,945, expenditures and other financing uses, for fiscal 2015, a decrease of $421,310, or 3.2 percent, from the 2014 original budget.  Continued staged development of land with the 2,000 acres annexed in 2004 from Spring Lake Township will provide the majority of the City’s anticipated market value growth over the course of the next 10–15 years. -15- Financial Management Policies The City has set a goal to establish “Financial Performance Standards” to measure the financial health of the City. These standards serve multiple purposes: a) To serve as best practice measures to strengthen the City’s financial position and maximize the return of the taxpayer dollar. b) To communicate the fiscal performance and condition of the City to residents in a consistent manner. c) To facilitate the setting of policy and financial direction by the City Council with resident input. Objective 1: Aa2 Bond Rating Maintain or improve current Aa2 Bond Rating – Strong credit rating by Moody’s, Inc. provides low cost financing for the City’s general obligation bonds. In April 2010, Moody’s Investor Services recalibrated the City’s bond rating to the global rating scale and, therefore, changed the City’s bond rating from Aa3 to an Aa2. The Aa2 bond rating was reaffirmed with the 2014 bond issuances: Objective 2: General Fund Reserve Balance Maintain a 40 to 50 Percent General Fund Reserve Balance – The Office of the State Auditor recommended reserve to provide adequate cash flow, offset revenue shortfalls, and insurance for unforeseen catastrophic events. The City Council adopted a revision to the Comprehensive Financial Management Policy which established a fund balance policy regarding the minimum unrestricted fund balance for the General Fund. The policy established that the City will strive to maintain an unrestricted General Fund balance (which includes committed, assigned, and unassigned classifications) within a range from 40 to 50 percent of the projected expenditures for the subsequent year. 2010 Aa2 2011 Aa2 2012 Aa2 2013 Aa2 2014 Aa2 $12,188,313 $12,729,968 $12,192,316 $12,985,255 $12,563,945 58%61%57% 50% 46% $11,000,000 $11,250,000 $11,500,000 $11,750,000 $12,000,000 $12,250,000 $12,500,000 $12,750,000 $13,000,000 $13,250,000 2010 2011 2012 2013 2014 Subsequent Year’s Budget Actual Fund Balance -16- Objective 3: Property Taxes Maintain or Improve Property Tax Rank when compared to a broader list of metro area cities. The favorable tax rate provides stimulus for growth of residential and commercial property tax base. This data reflects the tax capacity rate, which is based on the levies approved by the City Council to fund general services, such as police, fire, street maintenance, parks, recreation, finance, and general administration as well as the Economic Development Authority. The tables do not reflect the market value rate, which is a tax based on market referenda approved by the City’s voters to finance the construction of two fire stations and improvements to the City’s parks and library. Metro 10,000–24,999 Seven-County Metro Area City of Prior Lake 2010 36.93 36.03 29.44 2011 37.73 40.03 30.71 2012 43.27 43.45 29.74 2013 46.05 46.14 31.89 2014 48.80 46.00 30.69 Source: League of Minnesota Cities and Scott County Average City Tax Capacity Rate 2010 – 2011 – 2012 – 2013 0.62 2014 0.55 Average Prior Lake EDA Tax Capacity Rate -17- Objective 4: Property Taxes/Household Maintain a level of property taxes on a per household basis which takes into account the cost of inflation and community growth. The goal is to have a tax levy per household that is at or below the rate of inflation over time. This chart reflects community growth and the cost of inflation using the Minneapolis-St. Paul consumer price index (CPI). $900 $1,000 $1,100 $1,200 $1,300 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Property Tax Levy Per Household Property Tax Levy/HH Expected Property Tax Levy/HH -18- Objective 5: General Fund Expenditures/Household Maintain a level of General Fund operational expenditures on a per household basis which takes into account the cost of inflation and community growth. The goal is to maintain General Fund operating expenditures per household at or below the rate of inflation over time. This chart reflects community growth and the cost of inflation using the Minneapolis-St. Paul CPI. REQUESTS FOR INFORMATION These financial statements are designed to provide a general overview of the City’s finances for all those with an interest in the City’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the office of the Finance Director, City of Prior Lake, 4646 Dakota Street Southeast, Prior Lake, MN 55372-1714. $1,000 $1,100 $1,200 $1,300 $1,400 $1,500 $1,600 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 General Fund Total Operating Expenditures Per Household Expected Operating Expenditures/HH Operating Expenditures/HH BASIC FINANCIAL STATEMENTS THIS PAGE INTENTIONALLY LEFT BLANK Governmental Business-Type Activities Activities Total Assets Cash and investments 19,450,660$ 7,352,545$ 26,803,205$ Receivables Delinquent taxes 135,567 – 135,567 Accounts 363,432 157,606 521,038 Special assessments 2,767,226 24,557 2,791,783 Due from other governmental agencies 426,040 248,683 674,723 Prepaid items 710 – 710 Restricted assets – temporarily restricted Cash and investments held in escrow 2,677,924 – 2,677,924 Capital assets not being depreciated 72,619,767 122,581 72,742,348 Capital assets net of accumulated depreciation 48,456,496 46,504,603 94,961,099 Total assets 146,897,822$ 54,410,575$ 201,308,397$ Liabilities Accounts and contracts payable 1,045,572$ 157,466$ 1,203,038$ Accrued salaries and employee benefits payable 375,161 46,057 421,218 Due to other governmental agencies 140,072 1,051,621 1,191,693 Deposits payable 976,747 3,500 980,247 Accrued interest payable 64,545 – 64,545 Unearned revenue 82,894 – 82,894 Long-term liabilities Due within one year 3,546,891 58,565 3,605,456 Due in more than one year 34,126,099 50,607 34,176,706 Total liabilities 40,357,981 1,367,816 41,725,797 Net position Net investment in capital assets 87,398,664 46,627,184 134,025,848 Restricted for debt service 3,938,656 – 3,938,656 Restricted for other purposes 1,012,166 – 1,012,166 Unrestricted 14,190,355 6,415,575 20,605,930 Total net position 106,539,841 53,042,759 159,582,600 Total liabilities and net position 146,897,822$ 54,410,575$ 201,308,397$ See notes to basic financial statements CITY OF PRIOR LAKE Statement of Net Position as of December 31, 2014 -19- Program Revenues Operating Capital Charges for Grants and Grants and Functions/Programs Expenses Services Contributions Contributions Governmental activities General government 3,557,910$ 678,248$ 56,575$ 6,146$ Public safety 5,230,546 854,403 1,297,797 57,141 Public works 4,227,440 – – 5,614,905 Culture and recreation 2,229,987 204,818 – 239,380 Economic development 535,955 175,480 – – Interest on long-term debt 1,185,474 – – – Total governmental activities 16,967,312 1,912,949 1,354,372 5,917,572 Business-type activities Water 2,297,197 3,051,682 – 319,737 Sewer 2,447,618 2,369,423 – 256,503 Water quality 638,570 843,292 162,041 – Transit 1,099,899 215,138 721,038 – Total business-type activities 6,483,284 6,479,535 883,079 576,240 Total 23,450,596$ 8,392,484$ 2,237,451$ 6,493,812$ General revenues Taxes Property taxes, levied for general purposes Property taxes, levied for debt service Franchise taxes Tax increments Grants and contributions not restricted to specific programs Interest income Miscellaneous Transfers Special item – transfer of operations Total general revenues, transfers, and special items Change in net position Net position – beginning Net position – ending See notes to basic financial statements CITY OF PRIOR LAKE Statement of Activities Year Ended December 31, 2014 -20- Governmental Business-Type Activities Activities Total (2,816,941)$ –$ (2,816,941)$ (3,021,205) – (3,021,205) 1,387,465 – 1,387,465 (1,785,789) – (1,785,789) (360,475) – (360,475) (1,185,474) – (1,185,474) (7,782,419) – (7,782,419) – 1,074,222 1,074,222 – 178,308 178,308 – 366,763 366,763 – (163,723) (163,723) – 1,455,570 1,455,570 (7,782,419) 1,455,570 (6,326,849) 7,712,310 – 7,712,310 1,744,716 – 1,744,716 594,800 – 594,800 466,480 – 466,480 52,555 – 52,555 756,967 355,290 1,112,257 204,641 5,782 210,423 612,622 (612,622) – – (1,371,480) (1,371,480) 12,145,091 (1,623,030) 10,522,061 4,362,672 (167,460) 4,195,212 102,177,169 53,210,219 155,387,388 106,539,841$ 53,042,759$ 159,582,600$ Changes in Net Position Net (Expense) Revenues and -21- THIS PAGE INTENTIONALLY LEFT BLANK FUND FINANCIAL STATEMENTS DAG Debt General Special Revenue Service Assets Cash and investments 6,622,398$ 1,217,915$ 1,521,368$ Cash held in escrow – – – Receivables Delinquent taxes 132,778 – – Accounts 306,201 – 8,935 Special assessments Delinquent 504 – 17,060 Deferred 17,452 – 2,028,922 Other (Green Acres) – – 692,597 Due from other governmental agencies 149,833 – 13,469 Prepaids 710 – – Total assets 7,229,876$ 1,217,915$ 4,282,351$ Liabilities and Fund Balances Liabilities Accounts and contracts payable 318,229$ 39,084$ –$ Accrued salaries and employee benefits payable 372,319 – – Due to other governmental agencies 101,678 – – Deposits payable 469,322 497,425 – Unearned revenue 49,144 – – Total liabilities 1,310,692 536,509 – Deferred inflows of resources Unavailable revenue from delinquent taxes 132,778 – – Unavailable revenue from special assessments 9,759 – 2,738,579 Total deferred inflows of resources 142,537 – 2,738,579 Fund balances Nonspendable 710 – – Restricted – – 1,543,772 Assigned – 681,406 – Unassigned, reported in General Fund 5,775,937 – – Capital project funds – – – Total fund balances 5,776,647 681,406 1,543,772 Total liabilities, deferred inflows of resources, and fund balances 7,229,876$ 1,217,915$ 4,282,351$ See notes to basic financial statements CITY OF PRIOR LAKE Balance Sheet Governmental Funds as of December 31, 2014 -22- Nonmajor Total Governmental Governmental Construction Funds Funds 1,518,575$ 8,035,196$ 18,915,452$ – 2,677,924 2,677,924 – 2,789 135,567 4,800 40,821 360,757 – – 17,564 – 9,288 2,055,662 – 1,403 694,000 259,382 3,356 426,040 – – 710 1,782,757$ 10,770,777$ 25,283,676$ 402,914$ 285,345$ 1,045,572$ – 2,842 375,161 33,398 4,996 140,072 – 10,000 976,747 – 33,750 82,894 436,312 336,933 2,620,446 – 2,789 135,567 – 10,691 2,759,029 – 13,480 2,894,596 – – 710 227,067 3,417,215 5,188,054 1,119,378 7,003,197 8,803,981 – – 5,775,937 – (48) (48) 1,346,445 10,420,364 19,768,634 1,782,757$ 10,770,777$ 25,283,676$ -23- THIS PAGE INTENTIONALLY LEFT BLANK 19,768,634$ Capital assets are included in net position, but are excluded from fund balances because they do not represent financial resources. Cost of capital assets 171,499,209 Less accumulated depreciation (50,422,946) Long-term liabilities are included in net position but are excluded from fund balances until due and payable. Bond principal payable (33,640,000) Energy loan payable (2,667,924) Net OPEB obligation (143,314) Debt issuance premiums and discounts are excluded from net position until amortized, but are included in fund balances upon issuance as other financing sources and uses.(292,599) Accrued interest payable on long-term debt is included in net position, but is excluded from fund balances until due and payable.(64,545) Internal service funds are used by management to charge certain costs to individual funds. The assets and liabilities of the internal service funds are included in governmental activities in the Statement of Net Position. Internal service fund net position included in governmental activities (391,270) Certain revenues (including delinquent property taxes) are included in net position, but are excluded from fund balances until they are available to liquidate liabilities of the current period. Delinquent property taxes 135,567 Special assessments 2,759,029 Total net position – governmental activities 106,539,841$ See notes to basic financial statements Amounts reported for governmental activities in the Statement of Net Position are different because: as of December 31, 2014 CITY OF PRIOR LAKE Reconciliation of the Balance Sheet to the Statement of Net Position Governmental Funds Total fund balances – governmental funds -24- DAG Debt General Special Revenue Service Revenues Taxes 7,363,667$ –$ 1,744,716$ Franchise taxes 594,800 – – Special assessments 10,798 – 590,533 Licenses and permits 580,112 – – Intergovernmental 1,626,194 – – Charges for services 1,047,397 181,531 – Fines and forfeits 127,225 – – Interest on investments 230,464 – 108,156 Miscellaneous 290,068 – – Total revenues 11,870,725 181,531 2,443,405 Expenditures Current General government 2,813,759 – – Public safety 4,732,024 – – Public works 1,874,422 – – Culture and recreation 1,751,005 – – Economic development – – – Capital outlay 744,233 225,047 – Debt service Principal – – 3,185,000 Interest and other – – 1,196,066 Total expenditures 11,915,443 225,047 4,381,066 Excess (deficiency) of revenues over expenditures (44,718) (43,516) (1,937,661) Other financing sources (uses) Debt issued – – 33,078 Refunding debt issued – – 495,000 Premium on debt issued – – 15,657 Paid to refunded bond escrow agent – – (3,755,000) Energy loan issued – – – Transfers in 481,762 – 1,867,777 Transfers out (1,091,655) – (250,694) Sale of assets – – – Total other financing sources (uses) (609,893) – (1,594,182) Net change in fund balances (654,611) (43,516) (3,531,843) Fund balances Beginning of year 6,431,258 724,922 5,075,615 End of year 5,776,647$ 681,406$ 1,543,772$ See notes to basic financial statements CITY OF PRIOR LAKE Statement of Revenues, Expenditures, and Changes in Fund Balances Governmental Funds Year Ended December 31, 2014 -25- Nonmajor Total Governmental Governmental Construction Funds Funds –$ 815,894$ 9,924,277$ – – 594,800 – 15,629 616,960 – – 580,112 387,716 24,585 2,038,495 – 1,543,001 2,771,929 – – 127,225 70,798 321,563 730,981 – 60,271 350,339 458,514 2,780,943 17,735,118 – – 2,813,759 – – 4,732,024 – – 1,874,422 – 17,514 1,768,519 – 115,437 115,437 3,800,639 1,568,371 6,338,290 – – 3,185,000 59,993 – 1,256,059 3,860,632 1,701,322 22,083,510 (3,402,118) 1,079,621 (4,348,392) 2,136,922 – 2,170,000 – – 495,000 49,154 – 64,811 – – (3,755,000) – 2,667,924 2,667,924 822,132 260,600 3,432,271 (19,156) (181,330) (1,542,835) – 13,694 13,694 2,989,052 2,760,888 3,545,865 (413,066) 3,840,509 (802,527) 1,759,511 6,579,855 20,571,161 1,346,445$ 10,420,364$ 19,768,634$ -26- THIS PAGE INTENTIONALLY LEFT BLANK (802,527)$ Capital outlays are recorded in net position and the cost is allocated over their estimated useful lives as depreciation expense. However, fund balances are reduced for the full cost of capital outlays at the time of purchase. Capital outlay 5,276,611 Capital contributions 3,665,795 Depreciation expense (3,212,874) A gain or loss on the disposal of capital assets, including the difference between the carrying value and any related sale proceeds, is included in the change in net position. However, only the sale proceeds are included in the change in fund balance.(61,377) Capital assets constructed in the governmental funds then transferred to enterprise funds are shown in government-wide statements but not governmental funds statements.(1,276,814) The amount of debt issued is reported in the governmental funds as a source of financing. Debt obligations are not revenues in the Statement of Activities, but rather constitute long-term liabilities. Principal repayments 6,940,000 Debt issued (5,332,924) Interest on long-term debt is included in the change in net position as it accrues, regardless of when payment is due. However, it is included in the change in fund balances when due.7,746 Debt issuance premiums and discounts are included in the change in net position as they are amortized over the life of the debt. However, they are included in the change in fund balances upon issuance as other financing sources and uses.(1,972) Internal service funds are used by management to charge certain costs to individual funds. The net revenue of certain activities of internal service funds is reported with governmental activities in the government-wide financial statements. Internal service fund activity included in governmental activities (11,561) Certain revenues (including delinquent property taxes) are included in the change in net position, but are excluded from the change in fund balances until they are available to liquidate liabilities of the current period. Delinquent property taxes (763) Special assessments (683,354) 4,362,672$ Change in net position – governmental activities See notes to basic financial statements CITY OF PRIOR LAKE Year Ended December 31, 2014 Governmental Funds to the Statement of Activities Amounts reported for governmental activities in the Statement of Activities are different because: Total net change in fund balances – governmental funds Revenues, Expenditures, and Changes in Fund Balances Reconciliation of the Statement of Net OPEB obligations payable reported in the Statement of Activities do not require the use of current financial resources and are not reported as expenditures in governmental funds until actually due.(143,314) -27- THIS PAGE INTENTIONALLY LEFT BLANK Actual Variance With Original Final Amounts Final Budget Revenues Taxes Property taxes 7,354,520$ 7,354,520$ 7,363,667$ 9,147$ Franchise taxes 571,700 571,700 594,800 23,100 Special assessments – – 10,798 10,798 Licenses and permits 638,895 638,895 580,112 (58,783) Intergovernmental 1,474,044 1,709,111 1,626,194 (82,917) Charges for services 1,108,116 1,108,116 1,047,397 (60,719) Fines and forfeits 155,000 155,000 127,225 (27,775) Interest on investments 120,000 120,000 230,464 110,464 Miscellaneous 181,000 199,505 290,068 90,563 Total revenues 11,603,275 11,856,847 11,870,725 13,878 Expenditures Current General government 2,915,481 2,915,481 2,813,759 (101,722) Public safety Police 3,351,084 3,357,004 3,384,777 27,773 Fire and rescue 856,412 856,412 783,459 (72,953) Other 593,240 593,240 563,788 (29,452) Public works 1,948,243 2,002,473 1,874,422 (128,051) Culture and recreation 1,676,941 1,684,101 1,751,005 66,904 Capital outlay General government 318,893 318,893 271,417 (47,476) Public safety Police – – 1,000 1,000 Fire and rescue 48,018 48,018 48,504 486 Culture and recreation 185,000 362,024 216,138 (145,886) Economic development Contingency – 215,621 207,174 (8,447) Total expenditures 11,893,312 12,353,267 11,915,443 (437,824) Excess (deficiency) of revenues over expenditures (290,037) (496,420) (44,718) 451,702 Other financing sources (uses) Transfers in 348,540 462,606 481,762 19,156 Transfers out (1,091,943) (1,091,943) (1,091,655) 288 Total other financing sources (uses) (743,403) (629,337) (609,893) 19,444 Net change in fund balances (1,033,440)$ (1,125,757)$ (654,611) 471,146$ Fund balances, January 1 6,431,258 Fund balances, December 31 5,776,647$ See notes to basic financial statements CITY OF PRIOR LAKE Budgeted Amounts Year Ended December 31, 2014 General Fund Statement of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual -28- 2014 2013 2014 2013 Assets Current assets Cash and investments 3,370,513$ 3,150,687$ 2,542,663$ 2,623,875$ Receivables Accounts 62,660 55,979 69,696 64,224 Special assessments 24,557 5,229 – – Due from other governmental agencies 761 8,205 187 194 Total current assets 3,458,491 3,220,100 2,612,546 2,688,293 Noncurrent assets Capital assets not being depreciated 75,300 75,300 – – Depreciable capital assets 35,133,223 34,435,704 24,007,042 23,056,148 Accumulated depreciation (7,322,526) (6,828,506) (6,169,688) (5,791,417) Total noncurrent assets 27,885,997 27,682,498 17,837,354 17,264,731 Total assets 31,344,488$ 30,902,598$ 20,449,900$ 19,953,024$ Liabilities and Net Position Current liabilities Accounts and contracts payable 35,986$ 71,173$ 38,579$ 18,843$ Accrued salaries and employee benefits payable 19,820 16,262 18,393 17,585 Due to other governmental agencies 30,090 9,071 4,855 3,662 Deposits payable 3,500 500 – – Current portion of compensated absences payable 25,886 19,422 25,860 18,735 Total current liabilities 115,282 116,428 87,687 58,825 Noncurrent liabilities Compensated absences payable 37,206 37,196 13,401 24,826 Total liabilities 152,488 153,624 101,088 83,651 Net position (deficit) Net investment in capital assets 27,885,997 27,682,498 17,837,354 17,264,731 Unrestricted 3,306,003 3,066,476 2,511,458 2,604,642 Total net position 31,192,000 30,748,974 20,348,812 19,869,373 Total liabilities and net position 31,344,488$ 30,902,598$ 20,449,900$ 19,953,024$ See notes to basic financial statements CITY OF PRIOR LAKE Statements of Net Position Proprietary Funds as of December 31, 2014 and 2013 Business-Type Activities – Enterprise Funds Water Sewer -29- Governmental Activities – Internal Service 2014 2013 2014 2013 2014 2013 Fund 542,333$ 287,389$ 897,036$ 1,545,614$ 7,352,545$ 7,607,565$ 535,208$ 17,479 14,840 7,771 6,449 157,606 141,492 2,675 – – – – 24,557 5,229 – 93,892 7,601 153,843 141,971 248,683 157,971 – 653,704 309,830 1,058,650 1,694,034 7,783,391 7,912,257 537,883 47,281 – – – 122,581 75,300 – 1,065,240 840,830 – – 60,205,505 58,332,682 – (208,688) (147,731) – – (13,700,902) (12,767,654) – 903,833 693,099 – – 46,627,184 45,640,328 – 1,557,537$ 1,002,929$ 1,058,650$ 1,694,034$ 54,410,575$ 53,552,585$ 537,883$ 22,537$ 4,634$ 60,364$ 61,320$ 157,466$ 155,970$ –$ 7,844 8,967 – – 46,057 42,814 – 18,390 13,081 998,286 11,514 1,051,621 37,328 – – – – – 3,500 500 – 6,819 5,575 – – 58,565 43,732 343,417 55,590 32,257 1,058,650 72,834 1,317,209 280,344 343,417 – – – – 50,607 62,022 585,736 55,590 32,257 1,058,650 72,834 1,367,816 342,366 929,153 903,833 693,099 – – 46,627,184 45,640,328 – 598,114 277,573 – 1,621,200 6,415,575 7,569,891 (391,270) 1,501,947 970,672 – 1,621,200 53,042,759 53,210,219 (391,270) 1,557,537$ 1,002,929$ 1,058,650$ 1,694,034$ 54,410,575$ 53,552,585$ 537,883$ Water Quality Transit Totals -30- 2014 2013 2014 2013 Operating revenues Sewer charges –$ –$ 2,121,424$ 2,210,221$ Water charges 2,700,496 2,865,971 – – Storm water charges – – – – Capital facility charges 247,990 243,202 247,999 243,211 Meter sales 103,196 137,601 – – Transit charges – – – – Charges for services – – – – Total operating revenues 3,051,682 3,246,774 2,369,423 2,453,432 Operating expenses Personal services 648,782 530,477 642,637 583,932 Supplies 121,371 202,490 18,188 21,323 Repairs and maintenance 396,508 459,839 90,304 89,170 Other services and charges 109,314 134,755 62,615 43,403 Insurance 1,903 1,975 1,903 1,975 Utilities 381,216 229,917 36,380 35,956 Disposal charges – – 1,215,970 1,195,487 Miscellaneous 2,426 2,358 1,350 5,109 Depreciation 635,677 626,734 378,271 368,812 Total operating expenses 2,297,197 2,188,545 2,447,618 2,345,167 Operating income (loss) 754,485 1,058,229 (78,195) 108,265 Nonoperating revenues (expenses) Intergovernmental 574 9,757 – 1,667 Interest income (losses) 149,359 (72,851) 108,826 (60,504) Miscellaneous 5,782 3,109 – – Total nonoperating revenues (expenses) 155,715 (59,985) 108,826 (58,837) Income (loss) before contributions, transfers, and special items 910,200 998,244 30,631 49,428 Capital contributions from other funds 520,013 404,951 694,391 48,997 Capital contributions to other funds – – – – Capital contributions from developers 319,163 126,117 256,503 172,155 Transfers out (1,306,350) (1,556,856) (502,086) (355,268) Special item – transfer of operations – – – – Change in net position 443,026 (27,544) 479,439 (84,688) Net position, January 1 (deficit) 30,748,974 30,776,518 19,869,373 19,954,061 Net position, December 31 (deficit) 31,192,000$ 30,748,974$ 20,348,812$ 19,869,373$ See notes to basic financial statements Business-Type Activities – Enterprise Funds CITY OF PRIOR LAKE Statements of Revenues, Expenses, and Changes in Net Position Proprietary Funds Years Ended December 31, 2014 and 2013 Water Sewer -31- Governmental Activities – Internal Service 2014 2013 2014 2013 2014 2013 Fund –$ –$ –$ –$ 2,121,424$ 2,210,221$ –$ – – – – 2,700,496 2,865,971 – 843,292 702,529 – – 843,292 702,529 – – – – – 495,989 486,413 – – – – – 103,196 137,601 – – – 215,138 225,198 215,138 225,198 – – – – – – – 24,887 843,292 702,529 215,138 225,198 6,479,535 6,627,933 24,887 273,338 309,859 48,165 92,077 1,612,922 1,516,345 62,446 2,510 2,785 675 1,161 142,744 227,759 – 199,435 57,816 2,865 – 689,112 606,825 – 101,935 108,584 1,048,194 679,469 1,322,058 966,211 – – – – – 3,806 3,950 – – – – – 417,596 265,873 – – – – – 1,215,970 1,195,487 – 396 573 – – 4,172 8,040 – 60,956 52,891 – – 1,074,904 1,048,437 – 638,570 532,508 1,099,899 772,707 6,483,284 5,838,927 62,446 204,722 170,021 (884,761) (547,509) (3,749) 789,006 (37,559) 162,041 75,487 721,038 630,198 883,653 717,109 – 21,102 (8,955) 76,003 (40,123) 355,290 (182,433) 25,998 – – – – 5,782 3,109 – 183,143 66,532 797,041 590,075 1,244,725 537,785 25,998 387,865 236,553 (87,720) 42,566 1,240,976 1,326,791 (11,561) 224,410 128,226 – – 1,438,814 582,174 – – – (162,000) – (162,000) – – – 25,637 – – 575,666 323,909 – (81,000) (207,000) – – (1,889,436) (2,119,124) – – – (1,371,480) – (1,371,480) – – 531,275 183,416 (1,621,200) 42,566 (167,460) 113,750 (11,561) 970,672 787,256 1,621,200 1,578,634 53,210,219 53,096,469 (379,709) 1,501,947$ 970,672$ –$ 1,621,200$ 53,042,759$ 53,210,219$ (391,270)$ Water Quality Transit Totals -32- 2014 2013 2014 2013 Cash flows from operating activities Cash received from customers 3,033,117$ 3,226,964$ 2,363,958$ 2,442,749$ Cash payments to suppliers (1,023,906) (1,081,818) (1,405,781) (1,291,433) Cash payments to employees (638,750) (530,203) (646,129) (578,530) Net cash flows from operating activities 1,370,461 1,614,943 312,048 572,786 Cash flows from noncapital financing activities Cash received (paid) to other funds – (172) – (34) Special item – transfer of operations – – – – Intergovernmental 574 9,757 – 1,667 Transfers in (out) (1,306,350) (1,556,856) (502,086) (355,268) Net cash flows from noncapital financing activities (1,305,776) (1,547,271) (502,086) (353,635) Cash flows from capital and related financing activities Miscellaneous 5,782 3,109 – – Purchase of capital assets – (18,561) – – Net cash flows from capital financing activities 5,782 (15,452) – – Cash flows from investing activities Interest (losses) received on cash and investments 149,359 (72,851) 108,826 (60,504) Net increase (decrease) in cash and cash equivalents 219,826 (20,631) (81,212) 158,647 Cash and cash equivalents, January 1 3,150,687 3,171,318 2,623,875 2,465,228 Cash and cash equivalents, December 31 3,370,513$ 3,150,687$ 2,542,663$ 2,623,875$ See notes to basic financial statements Water Sewer Business-Type Activities – Enterprise Funds CITY OF PRIOR LAKE Statements of Cash Flows Proprietary Funds Years Ended December 31, 2014 and 2013 -33- Governmental Activities – Internal Service 2014 2013 2014 2013 2014 2013 Fund 754,362$ 724,454$ 201,944$ 188,968$ 6,353,381$ 6,583,135$ 24,641$ (281,064) (190,430) (1,052,690) (679,531) (3,763,441) (3,243,212) – (273,217) (305,964) (48,165) (118,095) (1,606,261) (1,532,792) (74,746) 200,081 228,060 (898,911) (608,658) 983,679 1,807,131 (50,105) – – – – – (206) 945 – – (384,708) – (384,708) – – 162,041 75,487 721,038 630,198 883,653 717,109 – (81,000) (207,000) – – (1,889,436) (2,119,124) – 81,041 (131,513) 336,330 630,198 (1,390,491) (1,402,221) 945 – – – – 5,782 3,109 – (47,280) – (162,000) – (209,280) (18,561) – (47,280) – (162,000) – (203,498) (15,452) – 21,102 (8,955) 76,003 (40,123) 355,290 (182,433) 25,998 254,944 87,592 (648,578) (18,583) (255,020) 207,025 (23,162) 287,389 199,797 1,545,614 1,564,197 7,607,565 7,400,540 558,370 542,333$ 287,389$ 897,036$ 1,545,614$ 7,352,545$ 7,607,565$ 535,208$ Transit TotalsWater Quality (continued) -34- 2014 2013 2014 2013 Reconciliation of operating income (loss) to net cash flows from operating activities Operating income (loss) 754,485$ 1,058,229$ (78,195)$ 108,265$ Adjustments to reconcile operating income (loss) to net cash flows from operating activities Depreciation 635,677 626,734 378,271 368,812 (Increase) decrease in assets Accounts receivable (6,681) (10,799) (5,472) (10,951) Special assessments receivable (19,328) (969) – – Due from other governments 7,444 (8,042) 7 268 Prepaid items – – – 99,624 Increase (decrease) in liabilities Accounts and contracts payable (35,187) (30,855) 19,736 (25) Accrued salaries and employee benefits payable 3,558 1,382 808 3,026 Due to other governmental agencies 21,019 (19,629) 1,193 1,391 Deposits payable 3,000 – – – Compensated absences payable 6,474 (1,108) (4,300) 2,376 Net cash flows from operating activities 1,370,461$ 1,614,943$ 312,048$ 572,786$ Schedule of noncash activities from capital and related financing activities Capital assets contributed from other funds 520,013$ 404,951$ 694,391$ 48,997$ Capital assets contributed to other funds –$ –$ –$ –$ Capital assets contributed by developers 319,163$ 126,117$ 256,503$ 172,155$ Special item due to other governmental agency –$ –$ –$ –$ See notes to basic financial statements Business-Type Activities – Enterprise Funds Water CITY OF PRIOR LAKE Sewer Statements of Cash Flows (continued) Proprietary Funds Years Ended December 31, 2014 and 2013 -35- Governmental Activities – Internal Service 2014 2013 2014 2013 2014 2013 Fund 204,722$ 170,021$ (884,761)$ (547,509)$ (3,749)$ 789,006$ (37,559)$ 60,956 52,891 – – 1,074,904 1,048,437 – (2,639) (4,397) (1,322) (241) (16,114) (26,388) (246) – – – – (19,328) (969) – (86,291) 26,322 (11,872) (35,989) (90,712) (17,441) – – – – – – 99,624 – 17,903 (6,676) (956) 5,036 1,496 (32,520) – (1,123) 1,380 – (2,877) 3,243 2,911 – 5,309 (13,996) – (3,937) 27,521 (36,171) – – – – – 3,000 – – 1,244 2,515 – (23,141) 3,418 (19,358) (12,300) 200,081$ 228,060$ (898,911)$ (608,658)$ 983,679$ 1,807,131$ (50,105)$ 224,410$ 128,226$ –$ –$ 1,438,814$ 582,174$ –$ –$ –$ (162,000)$ –$ (162,000)$ –$ –$ –$ 25,637$ –$ –$ 575,666$ 323,909$ –$ –$ –$ 986,772$ –$ 986,772$ –$ –$ Transit TotalsWater Quality -36- THIS PAGE INTENTIONALLY LEFT BLANK CITY OF PRIOR LAKE Notes to Basic Financial Statements December 31, 2014 -37- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES A. Organization The City of Prior Lake, Minnesota (the City) operates under “Optional Plan B” as defined in Minnesota Statutes. Under this plan, the government of the City is directed by a Council composed of an elected Mayor and four elected councilmembers. The Council exercises legislative authority and determines all matters of policy. The Council appoints personnel responsible for the proper administration of all affairs relating to the City. The City has considered all potential units for which it is financially accountable, and other organizations for which the nature and significance of their relationship with the City are such that exclusion would cause the City’s financial statements to be misleading or incomplete. The accounting policies of the City conform to accounting principles generally accepted in the United States of America as applicable to governmental units. B. Reporting Entity As required by accounting principles generally accepted in the United States of America, these financial statements include the City (the primary government) and its component units. Component units are legally separate entities for which the primary government is financially accountable, or for which the exclusion of the component unit would render the financial statements of the primary government misleading. The criteria used to determine if the primary government is financially accountable for a component unit includes whether or not the primary government appoints the voting majority of the potential component unit’s board, is able to impose its will on the potential component unit, is in a relationship of financial benefit or burden with the potential component unit, or is fiscally depended upon by the potential component unit. As a result of applying these criteria, certain organizations have been included or disclosed in this report as follows: Blended Component Unit – The Prior Lake Economic and Development Authority (EDA) was created pursuant to Minnesota Statutes § 469.090 through § 469.108 to carryout economic and industrial development and redevelopment within the City in accordance with policies established by the City Council. The five-member Board of Directors consists of two councilmembers and three members appointed from the community. The EDA is reported as a blended component unit within the EDA Special Revenue Fund. Separate financial statements are not issued for this component unit. The EDA may not exercise any of the powers enumerated by the authorizing statutes without prior approval of the Council. C. Government-Wide Financial Statements The government-wide financial statements (Statement of Net Position and Statement of Activities) display information about the reporting government as a whole. These statements include all of the financial activities of the City. Governmental activities, which are normally supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which significantly rely upon sales, fees, and charges for support. -38- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) The Statement of Activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. 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 segment, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other internally directed revenues are reported as general revenues. The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes and special assessments are recognized as revenues in the fiscal year for which they are certified for levy. Grants and similar items are recognized when all eligibility requirements imposed by the provider have been met. As a general rule, the effect of interfund activity has been eliminated from the government-wide financial statements. However, charges between the City’s enterprise funds and other functions are not eliminated, as that would distort the direct costs and program revenues reported in those functions. The City applies restricted resources first when an expense is incurred for which both restricted and unrestricted resources are available. Depreciation expense is included in the direct expenses of each function. Interest on long-term debt is considered an indirect expense and is reported separately on the Statement of Activities. D. Fund Financial Statement Presentation Separate fund financial statements are provided for governmental and proprietary funds. Major individual governmental and enterprise funds are reported as separate columns in the fund financial statements. Aggregated information for the remaining nonmajor governmental funds is reported in a single column in the fund financial statements. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Under this basis of accounting transactions are recorded in the following manner: 1. Revenue Recognition – Revenue is recognized when it becomes measurable and available. “Measurable” means the amount of the transaction can be determined and “available” means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. For this purpose, the City considers revenues to be available if they are collected within 60 days after year-end. 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. Grants and similar items are recognized when all eligibility requirements imposed by the provider have been met. Major revenue that is susceptible to accrual includes property taxes, franchise taxes, special assessments, intergovernmental revenue, charges for services, and interest earned on investments. Major revenue that is not susceptible to accrual includes licenses and permits, fees, and miscellaneous revenue. Such revenue is recorded only when received because it is not measurable until collected. 2. Recording of Expenditures – Expenditures are generally recorded when a liability is incurred, except for principal and interest on long-term debt and compensated absences, which are recognized as expenditures to the extent they have matured. Capital asset acquisitions are reported as capital outlay expenditures in the governmental funds. Proceeds of long-term debt and acquisitions under capital leases are reported as other financing sources. -39- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Proprietary fund financial statements are reported using the economic resources measurement focus and accrual basis of accounting, similar to the government-wide financial statements. 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 City’s enterprise funds and internal service funds are charges to customers for sales and services. The operating expenses for the enterprise funds and internal service funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenues and expenses that do not meet this definition are reported as nonoperating revenues and expenses. Aggregated information for the internal service funds is reported in a single column in the proprietary fund financial statements. Because the principal user of the internal services is the City’s governmental activities, the financial statements of the internal service funds are consolidated into the governmental column when presented in the government-wide financial statements. The cost of these services is reported in the appropriate functional activity. Description of Funds The City reports the following major governmental funds: General Fund – This is the general operating fund of the City. It is used to account for all financial resources except those required to be accounted for in another fund. DAG Special Revenue Fund – This fund accounts for costs the City incurs in connection with a subdivision. The fees are paid to the City by the developer when the development contract and final plat are approved by the City Council. These revenues are used to pay for legal expenses incurred in connection with review and approval of the plat and inspection services on developer installed- utilities including sewer, water and street installation for newly approved subdivisions within the City. Debt Service Fund – This fund accounts for the resources accumulated to provide repayment of the City’s general obligation debt. Construction Capital Project Fund – This fund accounts for the resources accumulated and payments made for city projects. The City reports the following major proprietary funds: Water Fund – This fund is used to account for the operation, maintenance, and improvement of the City’s water system. Sewer Fund – This fund is used to account for the operation, maintenance, and improvement of the City’s sewer collection operations. Water Quality Fund – This fund accounts for the costs associated with the City’s storm water system, which are financed by the storm water surcharge, and ensure that user charges are sufficient to pay for those costs. Transit Fund – This fund is used to account for the City’s transit services, which are funded mainly by the Metropolitan Council. -40- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) The City also reports the following fund types: Internal Service Fund – This fund is used to account for the City’s severance benefits offered by the City to its employees. The Internal Service Fund operates in a manner similar to the enterprise funds; however, it provides services primarily to other departments within the City. E. Cash and Investments 1. Deposits and Investments The City’s cash and cash equivalents are considered to be cash on hand, demand deposits, commercial paper, government securities, and short-term investments with original maturities of three months or less from the date of acquisition. Cash balances from all funds are combined and invested to the extent available in short-term investments. Earnings from the pooled investments are allocated to the individual funds based on the average monthly cash and investment balances of the respective funds. The Minnesota Municipal Money Market Fund (4M Fund) is a customized cash management and investment program for Minnesota public funds. Sponsored and governed by the League of Minnesota Cities since 1987, the 4M Fund is a unique investment alternative designed to address the daily and long-term investment needs of Minnesota cities and other municipal entities. Allowable under Minnesota Statutes, the 4M Fund is comprised of top quality-related investments. Investments are generally stated at fair value, except for investments in 2a7-like external investment pools, which are stated at amortized cost. Short-term, highly liquid debt instruments (including commercial paper, bankers’ acceptance, and U.S. treasury and agency obligations) purchased with a remaining maturity of one year or less are also reported at amortized cost. Investment income is accrued at the balance sheet date. Cash held in escrow includes balances held in escrow accounts for future capital projects from energy loan proceeds. Earnings on these accounts are allocated directly to those funds. -41- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) 2. Investment Policy The City’s investment policy contains the following restrictions: A. Allowable Investments The City may invest in any type of security allowed by Minnesota Statutes as may be amended from time to time. The City has chosen to limit its allowable investments to those instruments listed below: 1) Bonds, notes, certificates of indebtedness, treasury bills, or other securities now or hereafter issued by the United States of America, its agencies, and allowable instrumentalities. 2) Interest bearing checking and savings accounts, or any other investments constituting direct obligations of any bank. 3) Certificates of deposit with federal insured institutions that are collateralized or insured in excess of the $250,000 provided by the Federal Deposit Insurance Corporation (FDIC) coverage limit. 4) Money market accounts that are invested in above referenced government securities. 5) Commercial paper meeting the following requirements: a. The corporation must be organized in the United States b. The corporation’s assets must exceed $500,000,000 c. The obligations at the time of purchase must be rated at the highest classifications by at least two of the four standard rating services (Standard and Poor’s, Duff and Phelp’s, Moody’s, and Fitch Investors Service) d. The obligations cannot have a maturity longer than 270 days e. The total investment in any one corporation cannot exceed 10 percent of that corporation’s outstanding obligations f. The total investment in any one corporation cannot be more than $2 million 6) Investments may only be made in those savings banks or savings and loan associations the shares, or investment certificates of which are insured by the FDIC. 7) Investment products that are considered as derivatives are specifically excluded from approved investments. B. Diversification It is the policy of the City to diversify its investment portfolio. Investments shall be diversified to eliminate the risk of loss resulting in over concentration in a specific maturity, issuers, or class of securities. Diversification strategies shall be determined and revised periodically by the City Finance Director. The diversification shall be as follows: 1) Up to 100 percent of 1., but not less than 10 percent 2) Up to 90 percent of 2. and 3. 3) Up to 20 percent of 4. 4) Up to 10 percent of 5. C. Duration It is the policy of the City to require that all investment maturities shall not extend beyond 10 years in length. Subject to market conditions and cash flow requirements, it is desirable for the City’s investments to be laddered over time in an effort to reduce interest rate market risk. -42- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) F. Receivables Accounts receivable include amounts billed for services provided before year-end. The City annually certifies delinquent water and sewer accounts to the county for collection in the following year. Therefore, there has been no allowance for doubtful accounts established. G. Property Taxes Property tax levies are set by the City Council in December of each year, and are certified to Scott County for collection in the following year. In Minnesota, counties act as collection agents for all property taxes. The county spreads all levies over taxable property. Such taxes become a lien on January 1 and are recorded as receivables by the City on that date. Real property taxes may be paid by taxpayers in two equal installments on May 15 and October 15. Personal property taxes are due in full on May 15. The county provides tax settlements to cities and other taxing districts three times a year; in July, December, and January. Taxes which remain unpaid on December 31 are classified as delinquent taxes receivable. H. Special Assessments Special assessments represent the financing for public improvements paid for by benefiting property owners. These assessments are recorded as delinquent (levied but unremitted) or deferred (certified but not yet levied) special assessments receivable. Deferred contingent special assessments represent assessments on undeveloped property that will not be levied and collected until the properties are subdivided or developed. I. 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 at the time of consumption. J. Interfund Receivables and Payables In the fund financial statements, activity between funds that is representative of lending or borrowing arrangements is reported as either “due to/from other funds” (current portion) or “advances to/from other funds.” All other outstanding balances between funds are reported as “due to/from other funds.” Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as “internal balances.” K. Capital Assets Capital assets, which include property, buildings, improvements, equipment, infrastructure assets (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. Such assets are capitalized at historical cost, or estimated historical cost for assets where actual historical cost is not available. Donated assets are recorded as capital assets at their estimated fair market value on the date of donation. The City defines capital assets as those with an initial, individual cost of $5,000 or more with an estimated useful life in excess of one year. The cost of normal maintenance and repairs that do not add to the value of the asset or materially extend asset lives are not capitalized. In the case of initial capitalization of general infrastructure assets (i.e. those reported by governmental activities) the City chose to include items dating back to June 30, 1980. 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 to the acquisition year or estimated acquisition year). -43- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Capital assets are recorded in the government-wide and proprietary fund financial statements, but are not reported in the governmental fund financial statements. Interest incurred during the construction phase of capital assets for business-type activities is included as part of the capitalized value of the assets constructed. Property, plant, and equipment of the City are depreciated using the straight-line method over the following estimated useful lives: Useful Lives Assets in Years Land improvements 5–20 Machinery and equipment 5–30 Vehicles 8–25 Infrastructure 10–65 Land, easements, and construction in progress are not depreciated. L. Compensated Absences It is the City’s policy to permit employees to accumulate earned but unused vacation and sick leave. Upon separation, unused vacation and 50 percent of sick pay are paid to the employee if employed longer than five years. The majority of separation benefits are paid into a retirement health savings plan. Vacation and sick leave are computed at year-end. Accrued vacation and sick leave totaled $1,038,325 at year-end. Vacation and sick pay are accrued when incurred in proprietary funds and reported as long-term liabilities. The total liability in the enterprises funds is $109,172. Vacation and sick pay of the Internal Service Fund totaled $929,153 at year-end. The City has provided funding for these obligations in the Severance Compensation Internal Service Fund at a currently computed level of 60 percent. M. Other Post-Employment Benefits (OPEB) Under Minnesota Statute § 471.61, Subd. 2b, public employers must allow retirees and their dependants to continue coverage indefinitely in an employer-sponsored healthcare plan, under the following conditions: 1) retirees must be receiving (or be eligible to receive) an annuity from a Minnesota public pension plan; 2) coverage must continue in a group plan until age 65, and retirees must pay no more than the group premium; and 3) retirees may obtain dependant coverage immediately before retirement. All premiums are funded on a pay-as-you-go basis. The liability was actuarially determined, in accordance with Governmental Accounting Standards Board (GASB) Statement No. 45, at January 1, 2014. N. Deferred Outflows/Inflows of Resources In addition to assets, the Statement of Financial Position will sometimes report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until then. In addition to liabilities, the Statement of Financial Position will sometimes report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net position that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The government has only one type of item, which arises only under a modified accrual basis of accounting, that qualifies for reporting in this category. Accordingly, the item, unavailable revenue, is reported only in the governmental funds Balance Sheet. The governmental funds report unavailable revenues from two sources: delinquent taxes and special assessments. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. -44- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) O. Long-Term Liabilities In the government-wide and proprietary fund financial statements, long-term debt and other long-term obligations are reported as liabilities. Bond premiums and discounts are deferred and amortized over the life of the bonds using the straight-line method. 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. P. Net Position In the government-wide and proprietary fund financial statements, net position represents the difference between assets, liabilities, and deferred inflows of resources (if any). Net position is displayed in three components:  Net Investment in Capital Assets – Consists of capital assets, net of accumulated depreciation, reduced by any outstanding debt attributable to acquire capital assets.  Restricted Net Position – Consists of net position restricted when there are limitations imposed on their use through external restrictions imposed by creditors, grantors, or laws or regulations of other governments.  Unrestricted Net Position – All other elements of net position that do not meet the definition of “restricted” or “net investment in capital assets.” Q. 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, inventory, and other long-term assets.  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 that are established by resolution of the City Council. Those committed amounts cannot be used for any other purpose unless the City Council removes or changes the specified use by taking the same type of action it employed to previously commit those amounts.  Assigned – Consists of internally imposed constraints. These constraints consist of amounts intended to be used by the City for specific purposes but do not meet the criteria to be classified as restricted or committed. In governmental funds, assigned amounts represent intended uses established by the governing body itself or by an official to which the governing body delegates the authority. Pursuant to Council resolution, the Finance Director is authorized to establish assignments of fund balance.  Unassigned – The residual classification for the General Fund which also reflects negative residual amounts in other funds. When both restricted and unrestricted resources are available for use, it is the City’s policy to first use restricted resources, 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. -45- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) R. Comparative Data The basic financial statements include certain prior year partial comparative information in total, but not at the level of detail required for a presentation in conformity with accounting principles generally accepted in the United States of America. Accordingly, such information should be read in conjunction with the City’s financial statements for the year ended December 31, 2013, from which the summarized information was derived. Also, certain amounts presented in the prior year data have been reclassified in order to be consistent with the current year’s presentation. S. Budgets and Budgetary Accounting Annual budgets are adopted on a basis consistent with accounting principles generally accepted in the United States of America for the General Fund. The City does not prepare a budget for the DAG Special Revenue Fund. All annual appropriations lapse at year-end. The City does not use encumbrance accounting. In June of each year, all departments of the City submit requests for appropriations to the Finance Director so that a budget may be prepared. Before September 15, the proposed budget is presented to the Council for review. The Council holds public hearings and a final budget is prepared and adopted in early December. The appropriated budget is prepared by fund, function, and department. The City’s department heads may make transfers of appropriations within a department. Transfers of appropriations between departments require the approval of the City Manager. The legal level of budgetary control is the fund level. T. Statement of Cash Flows For purposes of the Statement of Cash Flows, the City considers all highly liquid debt instruments with an original maturity from the time of purchase by the City of three months or less to be cash equivalents. The proprietary funds’ portion in the government-wide cash and investment management pool is considered to be cash equivalent. U. Risk Management The City is exposed to various risks of loss related to torts: theft of, damage to, and destruction of assets; errors and omissions; and natural disasters. The City participates in the League of Minnesota Cities Insurance Trust (LMCIT), a public entity risk pool for its general property and casualty, workers’ compensation, and other miscellaneous insurance coverages. LMCIT operates as a common risk management and insurance program for a large number of cities in Minnesota. The City pays an annual premium to LMCIT for insurance coverage. The LMCIT agreement provides that the trust will be self-sustaining through member premiums and will reinsure through commercial companies for claims in excess of certain limits. The City also carries commercial insurance for certain other risks of loss. Settled claims did not exceed insurance coverage in the past three fiscal years. There were no significant reductions in insurance coverage in 2014. V. Restricted Assets Restricted assets are cash, investments, and interest accrued thereon; the use of which is limited by external requirements such as a bond indenture or trust agreements. W. Use of Estimates The preparation of financial statements, in conformity with accounting principles generally accepted in the United States of America, requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of revenue and expenditures/expenses during the reporting period. Actual results could differ from those estimates. -46- NOTE 2 – CASH AND INVESTMENTS A. Components of Cash and Investments Cash and investments at year-end consist of the following: Deposits 237,495$ Investments 29,242,884 Cash on hand 750 Total 29,481,129$ Cash and investments are presented in the financial statements as follows: Cash and investments – Statement of Net Position 26,803,205$ Restricted assets – temporarily restricted – cash and investments held in escrow 2,677,924 Total 29,481,129$ B. Deposits In accordance with applicable Minnesota Statutes, the City maintains deposits at depository banks authorized by the City Council, including checking accounts and certificates of deposit. The following is considered the most significant risk associated with deposits: Custodial Credit Risk – In the case of deposits, this is the risk that in the event of a bank failure, the City’s deposits may be lost. Minnesota Statutes require that all deposits be protected by federal deposit insurance, corporate surety bond, or collateral. The market value of collateral pledged must equal 110 percent of the deposits not covered by federal deposit insurance or corporate surety bonds. Authorized collateral includes treasury bills, notes, and bonds; issues of U.S. government agencies; general obligations rated “A” or better; revenue obligations rated “AA” or better; irrevocable standard letters of credit issued by the Federal Home Loan Bank; and certificates of deposit. Minnesota Statutes require that securities pledged as collateral be held in safekeeping in a restricted account at the Federal Reserve Bank or in an account at a trust department of a commercial bank or other financial institution that is not owned or controlled by the financial institution furnishing the collateral. The City has no additional deposit policies addressing custodial credit risk. At year-end, the carrying amount of the City’s deposits was $237,495 while the balance on the bank records was $1,025,227. At December 31, 2014, all deposits were fully covered by federal depository insurance or collateral held by the City’s agent in the City’s name. -47- NOTE 2 – CASH AND INVESTMENTS (CONTINUED) C. Investments The City has the following investments at year-end: Investment Type Rating Agency Less Than 1 1 to 5 Over 5 Total U.S. government securities AA+ S&P –$ –$ 12,741,530$ 12,741,530$ Local government securities AAA S&P – 255,532 – 255,532 Local government securities AA+ S&P – 2,676,635 – 2,676,635 Total local government securities – 2,932,167 – 2,932,167 Negotiable certificates of deposit N/R N/A 150,887 4,210,669 1,920,543 6,282,099 150,887$ 7,142,836$ 14,662,073$ 21,955,796 Investment pools/mutual funds Minnesota Municipal Money Market Fund N/R N/A 2,600,833 Fidelity Treasury Portfolio – Class I AAA S&P 2,667,924 Wells Fargo Advantage Government Money Market AAA S&P 2,010,372 Northland Federated Treasury Cash Series AAA S&P 7,959 Total investment pools/mutual funds 7,287,088 Total investments 29,242,884$ N/A – Not Applicable N/R – Not Rated Credit Risk Interest Risk – Segmented Time Distribution in Years The 4M Fund is regulated by Minnesota Statutes and the Board of Directors of the League of Minnesota Cities and is an external investment pool not registered with the Securities and Exchange Commission (SEC) that follows the same regulatory rules of the SEC under rule 2a7. The City’s investment in the 4M Fund is measured at the net asset value per share provided by the pool, which is based on an amortized cost method that approximates fair value. Investments are subject to various risks, the following of which are considered the most significant: Custodial Credit Risk – For investments, this is the risk that in the event of a failure of the counterparty to an investment transaction (typically a broker-dealer) the City would not be able to recover the value of its investments or collateral securities that are in the possession of an outside party. The City does not have a formal investment policy addressing this risk, but typically limits its exposure by purchasing insured or registered investments, or by the control of who holds the securities. -48- NOTE 2 – CASH AND INVESTMENTS (CONTINUED) Credit Risk – This is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. Minnesota Statutes limit the City’s investments to direct obligations or obligations guaranteed by the United States or its agencies; shares of investment companies registered under the Federal Investment Company Act of 1940 that receive the highest credit rating, are rated in one of the two highest rating categories by a statistical rating agency, and all of the investments have a final maturity of 13 months or less; general obligations rated “A” or better; revenue obligations rated “AA” or better; general obligations of the Minnesota Housing Finance Agency rated “A” or better; bankers’ acceptances of United States banks eligible for purchase by the Federal Reserve System; commercial paper issued by United States corporations or their Canadian subsidiaries, rated of the highest quality category by at least two nationally recognized rating agencies, and maturing in 270 days or less; Guaranteed Investment Contracts guaranteed by a United States commercial bank, domestic branch of a foreign bank, or a United States insurance company, and with a credit quality in one of the top two highest categories; repurchase or reverse purchase agreements and securities lending agreements with financial institutions qualified as a “depository” by the government entity, with banks that are members of the Federal Reserve System with capitalization exceeding $10,000,000; that are a primary reporting dealer in U.S. government securities to the Federal Reserve Bank of New York; or certain Minnesota securities broker-dealers. The City’s investment policy as described in Note 1 addresses credit risk. Concentration Risk – This is the risk associated with investing a significant portion of the City’s investment (considered 5 percent or more) in the securities of a single issuer, excluding U.S. guaranteed investments (such as treasuries), investment pools, and mutual funds. At December 31, 2014, the City had 15.3 and 22.5 percent of its portfolio invested with Federal Home Loan Mortgage Corporation and Federal Home Loan Bank, respectively. The City’s investment policy as described in Note 1 addresses concentration risk. Interest Rate Risk – This is the risk of potential variability in the fair value of fixed rate investments resulting from changes in interest rates (the longer the period for which an interest rate is fixed, the greater the risk). The City has an investment policy as described in Note 1 which addresses interest rate risk. -49- NOTE 3 – CAPITAL ASSETS Capital asset activity for the year ended December 31, 2014 was as follows: A. Changes in Capital Assets Used in Governmental Activities Transfers, Contributions, Beginning and Completed of Year Additions Deletions Construction End of Year Capital assets, not depreciated Land 31,818,978$ 256,831$ –$ –$ 32,075,809$ Easements 31,120,861 2,540,318 – – 33,661,179 Construction in progress 8,597,095 4,242,994 (34,249) (5,923,061) 6,882,779 Total capital assets, not depreciated 71,536,934 7,040,143 (34,249) (5,923,061) 72,619,767 Capital assets, depreciated Land improvements 2,092,508 62,486 – – 2,154,994 Machinery and equipment 5,536,573 92,940 (5,350) – 5,624,163 Vehicles 5,082,321 351,957 (201,933) – 5,232,345 Infrastructure 79,826,813 1,394,880 – 4,646,247 85,867,940 Total capital assets, depreciated 92,538,215 1,902,263 (207,283) 4,646,247 98,879,442 Less accumulated depreciation on Land improvements (1,296,806) (77,868) – – (1,374,674) Machinery and equipment (2,687,405) (339,127) 5,350 – (3,021,182) Vehicles (4,037,661) (387,517) 174,805 – (4,250,373) Infrastructure (39,368,355) (2,408,362) – – (41,776,717) Total accumulated depreciation (47,390,227) (3,212,874) 180,155 – (50,422,946) Net capital assets, depreciated 45,147,988 (1,310,611) (27,128) 4,646,247 48,456,496 Total capital assets, net 116,684,922$ 5,729,532$ (61,377)$ (1,276,814)$ 121,076,263$ B. Changes in Capital Assets Used in Business-Type Activities Transfers, Contributions, Beginning and Completed of Year Additions Deletions Construction End of Year Capital assets, not depreciated Easements 75,300$ –$ –$ –$ 75,300$ Construction in progress – 47,281 – – 47,281 Total capital assets, not depreciated 75,300 47,281 – – 122,581 Capital assets, depreciated Land improvements 87,739 – – – 87,739 Machinery and equipment 964,524 175,101 (141,657) – 997,968 Vehicles 302,245 – – – 302,245 Infrastructure 56,978,174 562,565 – 1,276,814 58,817,553 Total capital assets, depreciated 58,332,682 737,666 (141,657) 1,276,814 60,205,505 Less accumulated depreciation on Land improvements (17,449) (4,387) – – (21,836) Machinery and equipment (662,260) (39,103) 141,657 – (559,706) Vehicles (279,240) (7,265) – – (286,505) Infrastructure (11,808,705) (1,024,150) – – (12,832,855) Total accumulated depreciation (12,767,654) (1,074,905) 141,657 – (13,700,902) Net capital assets, depreciated 45,565,028 (337,239) – 1,276,814 46,504,603 Total capital assets, net 45,640,328$ (289,958)$ –$ 1,276,814$ 46,627,184$ -50- NOTE 3 – CAPITAL ASSETS (CONTINUED) C. Depreciation Expense by Function Depreciation expense for the year ended December 31, 2014 was charged to the following functions: Governmental activities General government 445,098$ Public safety 325,376 Public works 2,024,747 Culture and recreation 417,653 Total depreciation expense – governmental activities 3,212,874$ Business-type activities Water 635,677$ Sewer 378,271 Water quality 60,957 Total depreciation expense – business-type activities 1,074,905$ NOTE 4 – INTERFUND TRANSFERS A schedule of interfund transfers is as follows: Transfers Out General Debt Service Construction Nonmajor Total Governmental funds General –$ 1,007,055$ –$ 84,600$ 1,091,655$ Debt service 114,066 136,628 – – 250,694 Construction 19,156 – – – 19,156 Nonmajor – 31,330 150,000 – 181,330 Proprietary funds Water 174,270 603,726 438,354 90,000 1,306,350 Sewer 174,270 89,038 173,778 65,000 502,086 Water quality – – 60,000 21,000 81,000 481,762$ 1,867,777$ 822,132$ 260,600$ 3,432,271$ Transfer In Governmental Transfers are used to move revenues from the funds in which they are collected to the funds where they are to be spent in accordance with statutory, budgetary, or contractual requirements. -51- NOTE 5 – LONG-TERM DEBT A. Components of Long-Term Debt Final Balance – Original Issue Interest Rate Issue Date Maturity Date End of Year Governmental activities General obligation bonds Park Refunding Bonds of 2005 6,260,000$ 3.75–5.00% 09/01/2005 12/01/2017 2,245,000$ Street Reconstruction Bonds of 2007 1,400,000$ 4.00% 05/15/2007 12/15/2017 485,000 Capital Improvement Plan Bonds 1,225,000$ 3.80–3.90% 08/01/2007 02/01/2017 425,000 Fire Hall Refunding Bonds 2011B 3,500,000$ 2.00–3.40% 12/14/2011 12/15/2031 3,500,000 Capital Improvement Refunding Bonds 2012A 9,825,000$ 2.00–2.70% 03/13/2012 12/15/2029 8,635,000 Total general obligation bonds 15,290,000$ General obligation special assessment bonds Improvement Bonds of 2009A 1,700,000$ 1.10–3.50% 05/15/2009 12/15/2019 875,000$ Improvement Bonds of 2010A 1,235,000$ 0.80–3.20% 05/26/2010 12/15/2020 755,000 Improvement Bonds of 2011A 2,950,000$ 1.80–2.50% 08/31/2011 12/15/2021 1,525,000 Improvement Bonds of 2011B 2,280,000$ 2.00–2.35% 12/14/2011 12/15/2022 1,860,000 Improvement Bonds of 2013A 3,240,000$ 2.00–2.65% 08/15/2013 12/15/2023 2,915,000 Improvement Bonds of 2014A 2,665,000$ 2.00–2.50% 09/15/2014 12/15/2024 2,665,000 Total general obligation special assessment bonds 10,595,000$ Tax increment bonds Tax Increment Refunding Bonds of 2011A 290,000$ 1.80–3.00% 08/31/2011 12/15/2024 245,000$ General obligation revenue bonds Water Treatment Plant Revenue Bonds of 2007A 8,500,000$ 4.00–4.20% 05/15/2007 12/15/2032 7,510,000$ Energy loan payable 2,667,924$ 2.12% 12/08/2014 06/19/2025 2,667,924$ B. Changes in Long-Term Debt Balance – Beginning Balance – Due Within of Year Additions Deletions End of Year One Year Governmental activities Bonds payable G.O. bonds 19,880,000$ –$ 4,590,000$ 15,290,000$ 1,515,000$ G.O. special assessment bonds 9,885,000 2,665,000 1,955,000 10,595,000 1,355,000 G.O. tax increment bonds 270,000 – 25,000 245,000 20,000 G.O. revenue bonds 7,880,000 – 370,000 7,510,000 220,000 Premium (discount) on bonds payable 290,627 64,811 62,839 292,599 – Total bonds payable, net of premium (discount) 38,205,627 2,729,811 7,002,839 33,932,599 3,110,000 Energy loan payable – 2,667,924 – 2,667,924 93,474 Compensated absences payable 941,453 61,471 73,771 929,153 343,417 Net OPEB obligation – 158,749 15,435 143,314 – Governmental activities long-term liabilities 39,147,080$ 5,617,955$ 7,092,045$ 37,672,990$ 3,546,891$ Business-type activities Compensated absences payable 105,754$ 11,599$ 8,181$ 109,172$ 58,565$ -52- NOTE 5 – LONG-TERM DEBT (CONTINUED) C. Minimum Debt Payments Minimum annual principal and interest payments required to retire long-term debt are as follows: Year Ending December 31, Principal Interest Principal Interest Principal Interest Principal Interest Principal Interest 2015 1,515,000$ 430,755$ 1,355,000$ 251,110$ 20,000$ 5,880$ 220,000$ 306,514$ 93,474$ 56,833$ 2016 1,625,000 375,270 1,380,000 209,565 20,000 5,520 240,000 297,714 247,365 53,249 2017 1,645,000 313,350 1,380,000 180,020 20,000 5,160 260,000 288,114 252,634 47,980 2018 610,000 254,475 1,415,000 150,163 25,000 4,800 280,000 277,714 258,016 42,598 2019 635,000 242,275 1,300,000 117,988 25,000 4,300 300,000 266,514 263,512 37,102 2020–2024 3,755,000 1,001,570 3,765,000 215,172 135,000 12,188 1,875,000 1,132,569 1,404,192 98,877 2025–2029 4,890,000 516,420 – – – – 2,500,000 704,238 148,731 1,575 2030–2032 615,000 31,620 – – – – 1,835,000 156,868 – – 15,290,000$ 3,165,735$ 10,595,000$ 1,124,018$ 245,000$ 37,848$ 7,510,000$ 3,430,245$ 2,667,924$ 338,214$ Energy Loan Payable Governmental Activities General Obligation G.O. Special Assessment Tax Increment Bonds G.O. Revenue Bonds D. Descriptions and Restrictions of Long-Term Debt General Obligation Bonds – The City issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. They will be repaid with ad valorem taxes. General obligation bonds have been issued for general government activities. In addition, general obligation bonds have been issued to refund bond issues. General obligation bonds are direct obligations and pledge the full faith and credit of the City. The capital improvement plan bonds were issued on behalf of the City by Scott County for the City’s share of the County Road 82 improvement. General Obligation Special Assessment Bonds – Special assessment bonds were issued to finance various improvements and will be repaid primarily from special assessments levied on the properties benefiting from the improvements. Some issues, however, are partly financed by ad valorem tax levies. All special assessment debt is backed by full faith and credit of the City. General Obligation Tax Increment Bonds – These bonds were issued for downtown redevelopment projects. The additional tax increments resulting from increased tax capacity of the redeveloped properties will be used to retire related debt. General Obligation Revenue Bonds – These bonds were used to finance maintenance and building improvements. They will be repaid with ad valorem taxes and revenue from the utilities. The bonds are backed by the full faith and credit of the City. Compensated Absences – This liability represents vested benefits earned by employees through the end of the year, which will be paid at termination of employment in future years. The Internal Service Fund and enterprise funds will be used to liquidate this liability. Net OPEB Obligation – Long-term liabilities for OPEB will be paid by the General Fund and enterprise funds. -53- NOTE 5 – LONG TERM DEBT (CONTINUED) Refunding Bonds – In 2011, the City issued $5,780,000 of General Obligation Bonds, Series 2011B. A portion of the bond issue is a crossover refunding of the 2006A Fire Hall Bonds. The new bonds have an average coupon rate of 2.9 percent compared to the 4.5 percent average coupon rate of the old bonds. The proceeds of the new bonds were deposited in an escrow account pending the call date. The escrow investments beared interest rates that provided sufficient funds to refund the old bonds on December 15, 2014. The escrow account also provided debt service payments on the new bonds until the crossover date. The old bonds were considered defeased on the crossover date and, therefore, were removed as a liability on that date. As a result of the crossover refunding issue, the City saved $160,514 in debt service payments and achieved an economic gain (the present value of the difference between the old and the new debt service) of $163,048. In 2014, the City issued $2,665,000 of General Obligation Bonds, Series 2014A. A portion of the bond issue is a refunding of the 2008B Street Improvement Bonds. The new bonds have an average coupon rate of 2.0 percent compared to the 3.3 percent average coupon rate of the old bonds. The proceeds of the new bonds were deposited in an escrow account on September 15, 2014, the closing date. The escrow account provided sufficient funds to refund the old bonds on December 15, 2014. As a result of the refunding issue, the City saved $63,739 in debt service payments and achieved an economic gain (the present value of the difference between the old and the new debt service) of $25,731. Energy Loan Payable – In 2014, the City entered into an energy loan payable for the purpose of furnishing certain equipment and work designed to reduce energy consumption and operational costs in the City. In this energy loan payable agreement, the provider guarantees a minimum level of energy and operational savings in the City. Payments on the loan will be made semiannually in the amount of $150,307 commencing December 19, 2015 and each June and December 19 thereafter until final payment is made on June 19, 2025. E. Conduit Debt Obligations Conduit debt obligations are certain limited-obligation revenue bonds or similar instruments issued for the express purpose of providing capital financing for a specific third party. The City has issued revenue bonds to provide funding to private sector entities for projects deemed to be in the public interest. Although these bonds bear the name of the City, the City has no obligation for such debt. Accordingly, the bonds are not reported as liabilities in the financial statements of the City. The aggregate amount of all conduit debt outstanding at December 31, 2014 is $28,195,000. F. Revenue Pledged Future revenue pledged for the payment of long-term debt is as follows: Percent of Remaining Principal Pledged Use of Total Term of Principal and Interest Revenue Bond Issue Proceeds Type Debt Service Pledge and Interest Paid Received Tax Increment Refunding Bonds of 2011A Street and site improvements Tax increment financing 100% 2011–2024 282,848$ 31,330$ 94,280$ Water Treatment Plant Revenue Bonds of 2007A Water Treatment Facility Utility charges 100% 2006–2032 10,940,245$ 514,514$ 3,051,682$ Revenue Pledged Current Year G. Legal Debt Margin The City’s statutory debt limit is equal to 3 percent of estimated taxable market value of property located within the City. The taxable market value totals $2,590,697,300, which calculates to a debt margin of $77,720,919. Debt financed partially or entirely by special assessments is not applied against the City’s debt limit, nor is debt financed by proprietary fund revenues. Currently, the City has $15,290,000 of general obligation debt outstanding, leaving a debt margin of $62,430,919. -54- NOTE 5 – LONG TERM DEBT (CONTINUED) H. Tax Increment Districts The City’s tax increment districts are subject to review by the Office of the State Auditor. Any disallowed claims or misuse of tax increments could become a liability of the applicable fund. Management has indicated that they are not aware of any instances of noncompliance which would have a material effect on the financial statements. NOTE 6 – FUND BALANCES A. Classifications At December 31, 2014, a summary of the City’s governmental fund balance classifications are as follows: DAG Special Debt Construction Nonmajor General Fund Revenue Fund Service Fund Fund Funds Total Nonspendable Prepaid items 710$ –$ –$ –$ –$ 710$ Restricted Future debt service – – 1,543,772 – – 1,543,772 Capital improvements – – – 227,067 2,643,774 2,870,841 Economic development – – – – 211,300 211,300 Tax increment – – – – 449,369 449,369 Forfeiture sales – – – – 112,772 112,772 Total restricted – – 1,543,772 227,067 3,417,215 5,188,054 Assigned Capital improvements – – – 1,119,378 6,779,929 7,899,307 Development – 681,406 – – 157,176 838,582 Communications – – – 66,092 66,092 Total assigned – 681,406 – 1,119,378 7,003,197 8,803,981 Unassigned 5,775,937 – – – (48) 5,775,889 Total 5,776,647$ 681,406$ 1,543,772$ 1,346,445$ 10,420,364$ 19,768,634$ At December 31, 2014, the Tax Increment 1-4 River Vet Capital Projects Fund had a deficit fund balance of $48. -55- NOTE 6 – FUND BALANCES (CONTINUED) C. Minimum Unrestricted Fund Balance Policy The City Council has formally adopted a fund balance policy regarding the minimum unrestricted fund balance for the General Fund. The policy establishes that the City will strive to maintain an unrestricted General Fund balance (which includes committed, assigned, and unassigned classifications) between 40 and 50 percent of the subsequent year’s General Fund budgeted expenditures. At December 31, 2014, the unrestricted fund balance of the General Fund was 46 percent of the subsequent year’s budgeted expenditures and transfers out. The City Council may consider the judicious use of reserve balances in the following situations:  to fund an expenditure of long-term benefit or legacy to the community  to fund a one-time (nonrecurring) expenditure or grant matching opportunity  to fund a one-time unplanned revenue shortfall  to fund an unplanned expenditure due to an emergency or disaster  to moderate property taxes  to retire existing debt  to fund policy shifts by other governmental entities having a negative impact on the City  to provide catch-up funding for long-term obligations not previously recognized In no case will the unrestricted balance be allowed to fall below 40 percent. In the event that the year-end unrestricted balance is projected to be less than the target level due to the use of unrestricted balances for purposes identified above, a plan must be presented to the City Council at the time the unrestricted funds are appropriated that will reestablish the target level within 24 to 36 months. If restoration of the unrestricted balance cannot be accomplished within such period without severe hardship to the City, then the City Council will establish a different time period. NOTE 7 – DEFINED BENEFIT PENSION PLANS – STATE-WIDE A. Plan Description All full-time and certain part-time employees of the City are covered by defined benefit plans administered by the Public Employees’ Retirement Association (PERA) of Minnesota. PERA administers the General Employees’ Retirement Fund (GERF) and the Public Employees Police and Fire Fund (PEPFF), which are cost-sharing, multiple-employer retirement plans. These plans are established and administered in accordance with Minnesota Statutes, Chapters 353 and 356. GERF members belong to either the Coordinated or Basic Plan. Coordinated Plan members are covered by Social Security and Basic Plan members are not. All new members must participate in the Coordinated Plan. All police officers, firefighters, and peace officers who qualify for membership by statute are covered by the PEPFF. PERA provides retirement benefits as well as disability benefits to members, and benefits to survivors upon death of eligible members. Benefits are established by state statute, and vest after five years of credited service. The defined retirement benefits are based on a member’s highest average salary for any five successive years of allowable service, age, and years of credit at termination of service. -56- NOTE 7 – DEFINED BENEFIT PENSION PLANS – STATE-WIDE (CONTINUED) Two methods are used to compute benefits for PERA’s Coordinated and Basic Plan members. The retiring member receives the higher of a step-rate benefit accrual formula (Method 1) or a level accrual formula (Method 2). Under Method 1, the annuity accrual rate for a Basic Plan member is 2.2 percent of average salary for each of the first 10 years of service and 2.7 percent for each remaining year. The annuity accrual rate for a Coordinated Plan member is 1.2 percent of average salary for each of the first 10 years of service and 1.7 percent for each remaining year. Under Method 2, the annuity accrual rate is 2.7 percent of average salary for Basic Plan members and 1.7 percent for Coordinated Plan members for each year of service. For PEPFF members, the annuity accrual rate is 3.0 percent for each year of service. For all PEPFF and GERF members hired prior to July 1, 1989 whose annuity is calculated using Method 1, a full annuity is available when age plus years of service equal 90. Normal retirement age is 55 for PEPFF members and 65 for Basic and Coordinated Plan members hired prior to July 1, 1989. Normal retirement age is the age for unreduced Social Security benefits capped at 66 for Coordinated Plan members hired on or after July 1, 1989. A reduced retirement annuity is also available to eligible members seeking early retirement. There are different types of annuities available to members upon retirement. A single-life annuity is a lifetime annuity that ceases upon the death of the retiree—no survivor annuity is payable. There are also various types of joint and survivor annuity options available which will be payable over joint lives. Members may also leave their contributions in the fund upon termination of public service in order to qualify for a deferred annuity at retirement age. Refunds of contributions are available at any time to members who leave public service, but before retirement benefits begin. The benefit provisions stated in the previous paragraphs of this section are current provisions and apply to active plan participants. PERA issues a publicly available financial report that includes financial statements and required supplementary information for GERF and PEPFF. That report may be obtained at mnpera.org; by writing to PERA at 60 Empire Drive, Suite 200, St. Paul, Minnesota 55103-2088; or by calling (651) 296-7460 or (800) 652-9026. B. Funding Policy Minnesota Statutes, Chapter 353 sets the rates for employer and employee contributions. These statutes are established and amended by the State Legislature. The City makes annual contributions to the pension plans equal to the amount required by state statutes. GERF Basic and Coordinated Plan members were required to contribute 9.1 percent and 6.25 percent, respectively, of their annual covered salary in 2014. PEPFF members were required to contribute 10.2 percent of their annual covered salary in 2014. In 2014, the City was required to contribute the following percentages of annual covered payroll: 11.78 percent for Basic Plan members, 7.25 percent for Coordinated Plan members, and 15.3 percent for PEPFF members. The City’s contributions for the past three years ending December 31, which were equal to the contractually required contributions for each year as set by state statutes, were as follows: GERF PEPFF 2014 305,548$ 341,479$ 2013 282,357$ 308,015$ 2012 271,623$ 282,433$ Contribution rates will increase on January 1, 2015 in the Coordinated Plan (6.5 percent for members and 7.5 percent for employers) and the PEPFF (10.8 percent for members and 16.2 percent for employers). -57- NOTE 8 – VOLUNTEER FIRE DEPARTMENT RELIEF ASSOCIATION – SINGLE EMPLOYER PUBLIC EMPLOYEE RETIREMENT SYSTEM (PERS) A. Plan Description The Prior Lake Fire Department Firefighter’s Relief and Pension Association (the Association) is the administrator of a single-employer defined benefit Public Employee Retirement System (PERS) established to provide benefits for members of the Prior Lake Fire Department (the Department) and is administered in accordance with Minnesota Statute § 69. The Association maintains a separate Special Fund to accumulate assets to fund the retirement benefits earned by the Department’s membership. The Association issues a publicly available financial report that includes financial statements and required supplementary information. The report may be obtained by writing to the Association. B. Pension Benefits Retirement Benefits According to the bylaws of the Association and pursuant to Minnesota Statutes, Chapter 424A.02, Subdivisions 2 and 4, the Association pays to each member who has served as an active firefighter in the Department for a period of 20 years or more to his/her resignation, and who has reached the age of 50 years or more, $6,500 per year of service for lump sum. A member who has served in the Department for at least 20 years, but has not reached the age of 50 years may retire and be placed on the deferred pension roll until he/she reaches the age of 50. Members who retire with less than 20 years of service and have reached the age of 50 years and have completed at least 10 years of active membership are entitled to a reduced service pension. Disability Benefits If a member of the Association becomes totally or permanently disabled, the Association shall pay to such members the sum of $6,500 lump sum plan for each year that they have served as an active member of the Department. Death Benefit Upon the death of any member of the Association who is in good standing at the time of their death, the Association shall pay to the surviving spouse, if any and if there is no surviving spouse, to surviving child or children, if any and if no child or children survive, to the estate of such deceased member under ten (10) years of service, the sum of $6,500 for each year that they served as an active member of the Department. -58- NOTE 8 – VOLUNTEER FIRE DEPARTMENT RELIEF ASSOCIATION – SINGLE EMPLOYER PUBLIC EMPLOYEE RETIREMENT SYSTEM (PERS) (CONTINUED) C. Annual Pension Cost (APC) The City’s annual pension cost (APC) and related information as of December 31, 2013 (the most current data available) is as follows: APC 282,346$ Contributions made City 78,990$ State aid 203,356$ Actuarial valuation date 12/31/2013 Actuarial cost method Entry age method Amortization method Level dollar closed Remaining amortization period Normal cost 20 years Prior service cost 10 years Asset valuation method Market Actuarial assumptions Investment rate of return 7.5% Projected salary increases N/A Inflation rate N/A Cost of living adjustments None N/A – Not Applicable D. Three-Year Trend Information Net Pension Year Ending APC Obligation 12/31/2013 282,346$ 100.00 % –$ 12/31/2012 222,863$ 100.00 % –$ 12/31/2011 240,586$ 100.00 % –$ Three-Year Trend Information Percentage of APC Contributed The City makes excess voluntary contributions annually, which, according to Minnesota Statutes, cannot be used to offset the actuarially required amount. As a result, the percentage of APC contributed may be over 100 percent. These excess voluntary contributions will be used for the future increases in benefits for the Association’s members. -59- NOTE 8 – VOLUNTEER FIRE DEPARTMENT RELIEF ASSOCIATION – SINGLE EMPLOYER PUBLIC EMPLOYEE RETIREMENT SYSTEM (PERS) (CONTINUED) E. Schedule of Funding Progress Assets in Excess Actuarial Actuarial of (Unfunded) Benefit Valuation Actuarial Value Accrued Accrued per Year Date of Assets Liability Liability Funded Rate of Service 12/31/2014 * * * * * 12/31/2013 3,301,229$ 2,902,441$ 398,788$ 113.7% 6,500$ 12/31/2012 2,650,519$ 2,665,512$ (14,993)$ 99.4% 6,500$ 12/31/2011 2,548,946$ 2,843,178$ (294,232)$ 89.7% 6,500$ * Information is currently unavailable Required Supplementary Information NOTE 9 – OTHER POST-EMPLOYMENT BENEFITS PLAN A. Plan Description The City provides post-employment benefits to certain eligible employees through the City’s Other Post-Employment Benefits Plan, a single-employer defined benefit plan administered by the City. All post-employment benefits are based on contractual agreements with employee groups. As of January 1, 2014, the plan had 84 active participants and 2 retired participants. Eligibility for these benefits is based on years of service and/or minimum age requirements. These contractual agreements do not include any specific contribution or funding requirements. The plan does not issue a publicly available financial report. These benefits are summarized as follows: Post-Employment Insurance Benefits – All retirees of the City have the option under state law to continue their medical insurance coverage through the City from the time of retirement until the employee reaches the age of eligibility for Medicare. For two employees, the City pays for all of the eligible retiree’s premiums for medical insurance from the time of retirement until the employee reaches the age of eligibility for Medicare. Retirees not eligible for these city-paid premium benefits must pay the full city premium rate for their coverage. The City is legally required to include any retirees for whom it provides health insurance coverage in the same insurance pool as its active employees, whether the premiums are paid by the City or the retiree. Consequently, participating retirees are considered to receive a secondary benefit known as an “implicit rate subsidy.” This benefit relates to the assumption that the retiree is receiving a more favorable premium rate than they would otherwise be able to obtain if purchasing insurance on their own, due to being included in the same pool with the City’s younger and statistically healthier active employees. B. Funding Policy The required contribution is based on projected pay-as-you-go financing requirements, with additional amounts to pre-fund benefits as determined annually by the City. There is no invested plan assets accumulated for payment of future benefits. -60- NOTE 9 – OTHER POST-EMPLOYMENT BENEFITS PLAN (CONTINUED) C. Annual OPEB Cost and Net OPEB Obligation The City’s annual OPEB cost (expense) is calculated based on annual required contributions (ARC) of the City, an amount determined on an actuarially determined basis in accordance with the parameters of GASB Statement No. 45. The ARC represents a level funding that, if paid on an ongoing basis, is projected to cover normal costs each year and amortize any unfunded actuarial liabilities (or funding excess) over a period not to exceed 30 years. The following table shows the components of the City’s annual OPEB cost for the year, the amount actually contributed to the plan, and the changes in the City’s net OPEB obligation to the plan: ARC 159,526$ Interest on net OPEB obligation – Adjustment to ARC (777) Annual OPEB cost 158,749 Contributions made (15,435) Increase in net OPEB obligation 143,314 Net OPEB obligation – beginning of year – Net OPEB obligation – end of year 143,314$ The City’s annual OPEB cost, the percentage of annual OPEB cost contributed to the plan, and the net OPEB obligation for the year are as follows: Percentage of Year Ended Annual Employer Annual OPEB Net OPEB December 31, OPEB Cost Contribution Cost Contributed Obligation 2014 158,749$ 15,435$ 9.7%143,314$ D. Funded Status and Funding Progress As of January 1, 2014, the most recent actuarial valuation date, the plan was zero percent funded. The actuarial accrued liability for benefits was $753,525, and the actuarial value of assets was $0, resulting in an unfunded actuarial accrued liability (UAAL) of $753,525. The covered payroll (annual payroll of active employees covered by the plan) was $5,840,769, and the ratio of the UAAL to the covered payroll was 12.9 percent. Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability occurrence of events far into the future. Examples include assumptions about future employment, mortality, and the healthcare cost trend. Amounts determined regarding the funded status of the plan and the ARC of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. The Schedule of Funding Progress immediately following the notes to basic financial statements presents multi-year trend information about whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liabilities for benefits. -61- NOTE 9 – OTHER POST-EMPLOYMENT BENEFITS PLAN (CONTINUED) E. Actuarial Methods and Assumptions Projections of benefits for financial reporting purposes are based on the substantive plan (the plan as understood by the employer and the plan members) and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the employer and plan members to that point. The actuarial methods and assumptions used include techniques that are designed to reduce the effects of short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long-term perspective of the calculations. In the January 1, 2014 actuarial valuation, the entry age normal level dollar method was used. The actuarial assumptions included: a 4.0 percent investment rate of return (net of administrative expenses) based on the City’s own investments; a 2.5 percent rate of projected salary increases; a general inflation rate of 2.5 percent; and an annual healthcare cost trend rate of 7.5 percent initially, reduced by decrements to an ultimate rate of 5.0 percent after six years. The UAAL is being amortized on a level dollar basis over a closed period. The remaining amortization base periods at January 1, 2014 is 30 years. NOTE 10 – STEWARDSHIP AND ACCOUNTABILITY Deficit Net Position As of December 31, 2014, the Internal Service Fund had a deficit net position of $391,270. This deficit will be eliminated by future charges for services. The Tax Increment 1-4 River Vet Nonmajor Capital Project Fund had a deficit fund balance of $48. NOTE 11 – JOINT POWERS AGREEMENT The City is a member of a joint powers agreement, together with the cities of Belle Plaine, Elko New Market, Jordan, New Prague, Savage, and Shakopee, to provide for the joint exercise of prosecutorial powers. The cities of Belle Plain, Elko New Market, Jordan, New Prague, Savage, Shakopee, and the City each shall appoint one individual to serve on the Scott Joint Prosecution Association Board (the Board). Each member city contributes funds to cover their city’s proportionate share of the costs of performing prosecution services. Contributions made by member cities for 2014 are as follows: Contribution City of Belle Plaine 39,078$ 6.0 % City of Elko New Market 16,321 2.5 City of Jordan 32,206 4.9 City of New Prague 48,626 7.4 City of Prior Lake 159,648 24.3 City of Savage 104,206 15.9 City of Shakopee 256,365 39.0 656,450$ 100.0 % Percentage The Board issues a publicly available financial report at the Savage City Hall, 6000 McColl Drive, Savage, Minnesota 55378. -62- NOTE 12 – COMMITMENTS AND CONTINGENCIES A. Federal and State Funding Amounts received or receivable from federal and state agencies are subject to agency audit and adjustment. Any disallowed claims, including amounts already collected, may constitute a liability of the applicable funds. The amount, if any, of funds that may be disallowed by the agencies cannot be determined at this time although the City expects such amounts, if any, to be immaterial. B. Legal Claims The City has the usual and customary type of miscellaneous legal claims pending at year-end. Although the outcome of these lawsuits is not presently determinable, the City’s management believes that the City will not incur any material monetary loss resulting from these claims. No loss has been recorded on the City’s financial statements relating to these claims. C. Construction Contracts During fiscal 2014, the City awarded contracts for various construction and remodeling projects. The City’s commitment for uncompleted work on these contracts at December 31, 2014 is $206,959. NOTE 13 – FUTURE CHANGE IN ACCOUNTING STANDARDS GASB Statement No. 68 replaces the requirements of Statement No. 27, Accounting for Pensions by State and Local Government Employers, and GASB Statement No. 50, Pension Disclosures, as they relate to employer governments that provide pensions through pension plans administered as trusts or similar arrangements that meet certain criteria. GASB Statement No. 68 requires governments providing defined benefit pensions to recognize their long-term obligation for pension benefits as a liability for the first time, and to more comprehensively and comparably measure the annual costs of pension benefits. This statement will be effective for fiscal years beginning after June 15, 2014. The City has not yet determined the financial impact of adopting this new standard. NOTE 14 – SPECIAL ITEM – TRANSFER OF OPERATIONS During the year ended December 31, 2014, the City transferred the responsibility for operating a transit operation to the Minnesota Valley Transit Authority (MVTA). As part of transferring this responsibility, the City is required by Minnesota Statutes to transfer the remaining assets, liabilities, and net position to the MVTA as well. The transfer of the assets, liabilities, and net position to the MVTA is reported as a special item in the Statement of Activities and the Statement of Revenues, Expenses, and Changes in Net Position on the date the MVTA becomes obligated for the operation transferred. NOTE 15 – SUBSEQUENT EVENT In May 2015, the City issued $10,000,000 of General Obligation Bonds, Series 2015A. This bond issue has two components, $4,640,000 to finance the construction of various public improvements and $5,360,000 to refund the 2023 through 2032 maturities of the Series 2007A bond issue. These bonds will bear interest rates ranging from 1.00 to 3.00 percent and has a final maturity of December 15, 2031. In May 2015, the City also issued $2,490,000 of Taxable General Obligation Bonds, Series 2015B, which bear interest rates ranging from 1.00 to 2.25 percent and have a final maturity of December 15, 2022. The proceeds of this issue will be used to finance construction of various public improvements, including street reconstruction improvements. REQUIRED SUPPLEMENTARY INFORMATION Excess of Actuarial Actuarial (Unfunded) Valuation Date – Actuarial Value Accrued Accrued December 31, of Assets Liability Liability Funded Ratio 2014 * * * * 2013 3,301,229$ 2,902,441$ 398,788$ 113.7% 2012 2,650,519$ 2,665,512$ (14,993)$ 99.4% 2011 2,548,946$ 2,843,178$ (294,232)$ 89.7% Unfunded Fiscal Year Actuarial Actuarial Actuarial Ended Valuation Date – Accrued Actuarial Value Accrued Covered December 31, January 1, Liability of Plan Assets Liability Payroll 2014 2014 753,525$ –$ 753,525$ – % 5,840,769$ 12.9% * Information is currently unavailable CITY OF PRIOR LAKE Required Supplementary Information Volunteer Fire Department Firefighter’s Relief and Pension Association Schedule of Funding Progress Ratio Funded Schedule of Funding Progress Other Post-Employment Benefits Plan City of Prior Lake Payroll Percentage of Liability as a Unfunded -63- SUPPLEMENTAL INFORMATION Special Revenue Capital Projects Total Assets Cash and investments 1,115,732$ 6,919,464$ 8,035,196$ Cash held in escrow 10,000 2,667,924 2,677,924 Receivables Delinquent taxes 1,822 967 2,789 Accounts 12,980 27,841 40,821 Special assessments Deferred – 9,288 9,288 Other (Green Acres) – 1,403 1,403 Due from other governmental agencies 878 2,478 3,356 Total assets 1,141,412$ 9,629,365$ 10,770,777$ Liabilities Accounts and contracts payable 4,424$ 280,921$ 285,345$ Accrued salaries and employee benefits payable 2,842 – 2,842 Due to other governmental agencies 414 4,582 4,996 Deposits payable 10,000 – 10,000 Unearned revenue 33,750 – 33,750 Total liabilities 51,430 285,503 336,933 Deferred inflows of resources Unavailable revenue from delinquent taxes 1,822 967 2,789 Unavailable revenue from special assessments – 10,691 10,691 Total deferred inflows of resources 1,822 11,658 13,480 Fund balances (deficit) Restricted 211,300 3,205,915 3,417,215 Assigned 876,860 6,126,337 7,003,197 Unassigned – (48) (48) Total fund balances 1,088,160 9,332,204 10,420,364 Total liabilities, deferred inflows of resources, and fund balances 1,141,412$ 9,629,365$ 10,770,777$ CITY OF PRIOR LAKE Nonmajor Governmental Funds Combining Balance Sheet as of December 31, 2014 -64- Special Revenue Capital Projects Total Revenue Taxes 149,950$ 665,944$ 815,894$ Special assessments – 15,629 15,629 Intergovernmental – 24,585 24,585 Charges for services 289,144 1,253,857 1,543,001 Interest on investments 35,912 285,651 321,563 Miscellaneous Contributions and donations 3,130 – 3,130 Other – 57,141 57,141 Total revenue 478,136 2,302,807 2,780,943 Expenditures Current Culture and recreation 17,514 – 17,514 Economic development 115,437 – 115,437 Capital outlay 901 1,567,470 1,568,371 Total expenditures 133,852 1,567,470 1,701,322 Excess of revenues over expenditures 344,284 735,337 1,079,621 Other financing sources (uses) Energy loan issued – 2,667,924 2,667,924 Transfers in 34,600 226,000 260,600 Transfers out – (181,330) (181,330) Sale of assets – 13,694 13,694 Total other financing sources (uses) 34,600 2,726,288 2,760,888 Net change in fund balances 378,884 3,461,625 3,840,509 Fund balances Beginning of year 709,276 5,870,579 6,579,855 End of year 1,088,160$ 9,332,204$ 10,420,364$ Year Ended December 31, 2014 CITY OF PRIOR LAKE Nonmajor Governmental Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances -65- Capital ED Revolving Revolving Park Loan Loan Assets Cash and investments 686,380$ 118,425$ 91,964$ Cash held in escrow – – – Receivables Delinquent taxes – – – Accounts 1,336 513 398 Due from other governmental agencies – – – Total assets 687,716$ 118,938$ 92,362$ Liabilities Accounts and contracts payable 374$ –$ –$ Accrued salaries and employee benefits payable – – – Due to other governmental agencies – – – Deposits payable – – – Unearned revenue 33,750 – – Total liabilities 34,124 – – Deferred inflows of resources Unavailable revenue from delinquent taxes – – – Fund balances Restricted for economic development – 118,938 92,362 Assigned for capital improvements 653,592 – – Assigned for development – – – Assigned for communications – – – Total fund balances 653,592 118,938 92,362 Total liabilities, deferred inflows of resources, and fund balances 687,716$ 118,938$ 92,362$ as of December 31, 2014 CITY OF PRIOR LAKE Nonmajor Special Revenue Funds Combining Balance Sheet -66- Cable Franchise EDA Total 66,092$ 152,871$ 1,115,732$ 10,000 – 10,000 – 1,822 1,822 – 10,733 12,980 – 878 878 76,092$ 166,304$ 1,141,412$ –$ 4,050$ 4,424$ – 2,842 2,842 – 414 414 10,000 – 10,000 – – 33,750 10,000 7,306 51,430 – 1,822 1,822 – – 211,300 – – 653,592 – 157,176 157,176 66,092 – 66,092 66,092 157,176 1,088,160 76,092$ 166,304$ 1,141,412$ -67- Capital ED Revolving Revolving Park Loan Loan Revenues Taxes –$ –$ –$ Charges for services 257,835 – – Interest on investments 23,533 5,220 4,054 Miscellaneous Contributions and donations 3,130 – – Total revenues 284,498 5,220 4,054 Expenditures Current Culture and recreation 17,514 – – Economic development – – – Capital outlay 751 – – Total expenditures 18,265 – – Excess (deficiency) of revenues over expenditures 266,233 5,220 4,054 Other financing sources Transfers in – – – Net change in fund balances 266,233 5,220 4,054 Fund balances Beginning of year 387,359 113,718 88,308 End of year 653,592$ 118,938$ 92,362$ Year Ended December 31, 2014 CITY OF PRIOR LAKE Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances -68- Cable Franchise EDA Total –$ 149,950$ 149,950$ 25,670 5,639 289,144 – 3,105 35,912 – – 3,130 25,670 158,694 478,136 – – 17,514 – 115,437 115,437 – 150 901 – 115,587 133,852 25,670 43,107 344,284 – 34,600 34,600 25,670 77,707 378,884 40,422 79,469 709,276 66,092$ 157,176$ 1,088,160$ -69- Tax Revolving Trunk Increment Equipment Reserve Assets Cash and investments 76,212$ 1,329,539$ 2,180,142$ Cash held in escrow – – – Receivables Delinquent taxes – – – Accounts 936 6,245 9,011 Special assessments Deferred – – 1,960 Other (Green Acres) – – 1,403 Due from other governmental agencies – 1,243 – Total assets 77,148$ 1,337,027$ 2,192,516$ Liabilities Accounts and contracts payable 3,060$ 53,090$ –$ Due to other governmental agencies – – – Total liabilities 3,060 53,090 – Deferred inflows of resources Unavailable revenue from delinquent taxes – – – Unavailable revenue from special assessments – – 3,363 Total deferred inflows of resources – – 3,363 Fund balances Restricted for tax increment 74,088 – – Restricted for forfeiture sales – 112,772 – Restricted for future capital improvements – – – Assigned for capital improvements – 1,171,165 2,189,153 Unassigned (deficit in restricted balance) – – – Total fund balances 74,088 1,283,937 2,189,153 Total liabilities, deferred inflows of resources, and fund balances 77,148$ 1,337,027$ 2,192,516$ CITY OF PRIOR LAKE Nonmajor Capital Projects Funds Combining Balance Sheet as of December 31, 2014 -70- Tax Tax Tax Street Water Increment 1-3 Increment 3-1 Increment 4-1 Oversizing Storage Lakefront Creekside Onsite 784,445$ 950,481$ 133,082$ 108,846$ 4,582$ – – – – – – – 967 – – 3,036 2,519 500 330 – 7,328 – – – – – – – – – – – 1,235 – – 794,809$ 953,000$ 135,784$ 109,176$ 4,582$ –$ –$ 36,403$ 32,283$ –$ – – – – 4,582 – – 36,403 32,283 4,582 – – 967 – – 7,328 – – – – 7,328 – 967 – – – – 98,414 76,893 – – – – – – – – – – – 787,481 953,000 – – – – – – – – 787,481 953,000 98,414 76,893 – 794,809$ 953,000$ 135,784$ 109,176$ 4,582$ (continued) -71- Tax Tax Tax Increment 5-1 Increment 6-1 Increment 1-4 Premiere Shepards Path River Vet Assets Cash and investments 9,835$ 318,147$ 3,154$ Cash held in escrow – – – Receivables Delinquent taxes – – – Accounts 21 710 (6) Special assessments Deferred – – – Other (Green Acres) – – – Due from other governmental agencies – – – Total assets 9,856$ 318,857$ 3,148$ Liabilities Accounts and contracts payable 4,948$ 123,791$ 3,196$ Due to other governmental agencies – – – Total liabilities 4,948 123,791 3,196 Deferred inflows of resources Unavailable revenue from delinquent taxes – – – Unavailable revenue from special assessments – – – Total deferred inflows of resources – – – Fund balances (deficit) Restricted for tax increment 4,908 195,066 – Restricted for forfeiture sales – – – Restricted for future capital improvements – – – Assigned for capital improvements – – – Unassigned (deficit in restricted balance) – – (48) Total fund balances (deficit) 4,908 195,066 (48) Total liabilities, deferred inflows of resources, and fund balances 9,856$ 318,857$ 3,148$ as of December 31, 2014 CITY OF PRIOR LAKE Nonmajor Capital Projects Funds Combining Balance Sheet (continued) -72- Revolving Park Facility Equipment Management Total 380,041$ 640,958$ 6,919,464$ – 2,667,924 2,667,924 – – 967 1,471 3,068 27,841 – – 9,288 – – 1,403 – – 2,478 381,512$ 3,311,950$ 9,629,365$ –$ 24,150$ 280,921$ – – 4,582 – 24,150 285,503 – – 967 – – 10,691 – – 11,658 – – 449,369 – – 112,772 – 2,643,774 2,643,774 381,512 644,026 6,126,337 – – (48) 381,512 3,287,800 9,332,204 381,512$ 3,311,950$ 9,629,365$ -73- Tax Revolving Trunk Increment Equipment Reserve Revenues Taxes –$ 199,888$ –$ Special assessments – – 7,560 Intergovernmental – 24,585 – Charges for services – – 878,787 Interest (losses) on investments 8,807 62,908 81,854 Miscellaneous Other – 57,141 – Total revenues 8,807 344,522 968,201 Expenditures Capital outlay 145,467 668,010 301,108 Excess (deficiency) of revenues over expenditures (136,660) (323,488) 667,093 Other financing sources (uses) Energy lease issued – – – Transfers in – 131,000 – Transfers out – – – Sale of assets – 13,694 – Total other financing sources (uses) – 144,694 – Net change in fund balances (136,660) (178,794) 667,093 Fund balances (deficit) Beginning of year 210,748 1,462,731 1,522,060 End of year 74,088$ 1,283,937$ 2,189,153$ CITY OF PRIOR LAKE Nonmajor Capital Projects Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances Year Ended December 31, 2014 -74- Tax Tax Tax Street Water Increment 1-3 Increment 3-1 Increment 4-1 Oversizing Storage Lakefront Creekside Onsite –$ –$ 94,280$ 71,739$ 6,847$ 3,029 5,040 – – – – – – – – 220,070 155,000 – – – 35,894 36,653 4,897 3,644 196 – – – – – 258,993 196,693 99,177 75,383 7,043 14,241 – 72,722 65,083 11,263 244,752 196,693 26,455 10,300 (4,220) – – – – – – – – – – (150,000) – (31,330) – – – – – – – (150,000) – (31,330) – – 94,752 196,693 (4,875) 10,300 (4,220) 692,729 756,307 103,289 66,593 4,220 787,481$ 953,000$ 98,414$ 76,893$ –$ (continued) -75- Tax Tax Tax Increment 5-1 Increment 6-1 Increment 1-4 Premiere Shepards Path River Vet Revenues Taxes 10,996$ 275,092$ 7,102$ Special assessments – – – Intergovernmental – – – Charges for services – – – Interest (losses) on investments 200 7,641 (4) Miscellaneous Other – – – Total revenues 11,196 282,733 7,098 Expenditures Capital outlay 10,415 248,101 6,910 Excess (deficiency) of revenues over expenditures 781 34,632 188 Other financing sources (uses) Energy lease issued – – – Transfers in – – – Transfers out – – – Sale of assets – – – Total other financing sources (uses) – – – Net change in fund balances 781 34,632 188 Fund balances (deficit) Beginning of year 4,127 160,434 (236) End of year 4,908$ 195,066$ (48)$ Year Ended December 31, 2014 CITY OF PRIOR LAKE Nonmajor Capital Projects Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances (continued) -76- Revolving Park Facility Equipment Management Total –$ –$ 665,944$ – – 15,629 – – 24,585 – – 1,253,857 16,063 26,898 285,651 – – 57,141 16,063 26,898 2,302,807 – 24,150 1,567,470 16,063 2,748 735,337 – 2,667,924 2,667,924 50,000 45,000 226,000 – – (181,330) – – 13,694 50,000 2,712,924 2,726,288 66,063 2,715,672 3,461,625 315,449 572,128 5,870,579 381,512$ 3,287,800$ 9,332,204$ -77- THIS PAGE INTENTIONALLY LEFT BLANK 2013 Actual Variance With Actual Original Final Amounts Final Budget Amounts Revenues Taxes Property taxes 7,354,520$ 7,354,520$ 7,363,667$ 9,147$ 7,130,672$ Franchise taxes 571,700 571,700 594,800 23,100 584,295 Total taxes 7,926,220 7,926,220 7,958,467 32,247 7,714,967 Special assessments – – 10,798 10,798 495 Licenses and permits Business 74,620 74,620 79,620 5,000 80,775 Nonbusiness 564,275 564,275 500,492 (63,783) 686,059 Total licenses and permits 638,895 638,895 580,112 (58,783) 766,834 Intergovernmental Federal grants 1,500 126,284 125,971 (313) 3,246 State Road and bridge aid 276,000 276,000 288,204 12,204 276,721 Fire relief aid 205,000 205,000 202,136 (2,864) 206,356 Police aid 167,860 167,860 184,160 16,300 174,344 Other state aids 49,405 83,688 50,034 (33,654) 32,352 County and local County aid – – – – 15,000 Township fire and rescue aid 329,459 329,459 325,976 (3,483) 362,106 Liaison aid 44,820 44,820 45,860 1,040 44,060 Payment in lieu of taxes 400,000 400,000 400,000 – 400,000 Other local aids – 76,000 3,853 (72,147) – Total intergovernmental 1,474,044 1,709,111 1,626,194 (82,917) 1,514,185 Charges for services Zoning fees 7,810 7,810 16,634 8,824 23,817 Plan check fees 291,420 291,420 229,070 (62,350) 322,411 Park fees 37,250 37,250 52,425 15,175 51,704 Project fees 376,000 376,000 263,929 (112,071) 363,462 Park program revenue 63,000 63,000 76,459 13,459 71,640 Tower leases 202,065 202,065 210,994 8,929 200,128 PEG access fees 34,000 34,000 33,100 (900) 33,471 Park admission/rent 23,250 23,250 21,424 (1,826) 25,389 Facility rental 71,021 71,021 141,260 70,239 70,579 Reports 2,300 2,300 2,102 (198) 2,589 Total charges for services 1,108,116 1,108,116 1,047,397 (60,719) 1,165,190 (continued) CITY OF PRIOR LAKE General Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual Year Ended December 31, 2014 (With Comparative Actual Amounts for the Year Ended December 31, 2013) 2014 Budgeted Amounts -78- 2013 Variance With Original Final Actual Final Budget Actual Revenues (continued) Fines and forfeits 155,000 155,000 127,225 (27,775) 137,529 Interest (losses) on investments 120,000 120,000 230,464 110,464 (191,208) Miscellaneous Other 100,000 100,000 171,833 71,833 88,697 Contributions and donations 11,000 29,505 27,761 (1,744) 38,981 Developers’ agreements 70,000 70,000 90,474 20,474 155,060 Total miscellaneous 181,000 199,505 290,068 90,563 282,738 Total revenues 11,603,275 11,856,847 11,870,725 13,878 11,390,730 Expenditures Current expenditures General government Mayor and Council Personal services 51,324 51,324 46,347 (4,977) 47,479 Supplies 468 468 205 (263) 286 Other services and charges 5,811 5,811 5,459 (352) 7,062 Total Mayor and Council 57,603 57,603 52,011 (5,592) 54,827 Ordinance Other services and charges 6,000 6,000 8,497 2,497 8,096 Administration Personal services 349,419 349,419 319,176 (30,243) 353,922 Supplies 3,231 3,231 3,750 519 1,306 Other services and charges 51,402 51,402 53,334 1,932 49,191 Total administration 404,052 404,052 376,260 (27,792) 404,419 Boards and commissions Personal services 9,689 9,689 9,043 (646) 9,474 Other services and charges 650 650 346 (304) 86 Total boards and commissions 10,339 10,339 9,389 (950) 9,560 Election Personal services 25,020 25,020 11,621 (13,399) – Supplies – – 2,141 2,141 – Other services and charges 75,000 75,000 1,398 (73,602) – Total election 100,020 100,020 15,160 (84,860) – (continued) Schedule of Revenues, Expenditures, and Budgeted Amounts General Fund Changes in Fund Balances – Budget and Actual (continued) CITY OF PRIOR LAKE Year Ended December 31, 2014 (With Comparative Actual Amounts for the Year Ended December 31, 2013) 2014 -79- 2013 Variance With Original Final Actual Final Budget Actual Expenditures (continued) Current expenditures (continued) General government (continued) Finance Personal services 406,485 406,485 406,089 (396) 354,288 Supplies 3,242 3,242 2,122 (1,120) 3,266 Other services and charges 17,933 17,933 18,389 456 36,300 Total finance 427,660 427,660 426,600 (1,060) 393,854 Auditing Other services and charges 25,125 25,125 25,115 (10) 24,890 Assessing Other services and charges 134,600 134,600 134,621 21 126,203 Legal services Other services and charges 340,000 340,000 384,657 44,657 336,047 Personnel Personal services 129,946 129,946 129,616 (330) 124,063 Supplies 281 281 246 (35) 74 Other services and charges 30,902 30,902 22,467 (8,435) 9,613 Total personnel 161,129 161,129 152,329 (8,800) 133,750 Communications Personal services 100,463 100,463 98,482 (1,981) 95,082 Supplies 1,684 1,684 450 (1,234) 413 Other services and charges 23,500 23,500 20,520 (2,980) 19,558 Total communications 125,647 125,647 119,452 (6,195) 115,053 Community development Personal services 293,605 293,605 243,058 (50,547) 295,235 Supplies 2,106 2,106 942 (1,164) 832 Other services and charges 28,140 28,140 21,663 (6,477) 59,524 Total community development 323,851 323,851 265,663 (58,188) 355,591 Technology Personal services 125,959 125,959 101,266 (24,693) 22,775 Supplies 973 973 5,949 4,976 4,602 Other services and charges 252,010 252,010 254,040 2,030 200,143 Total technology 378,942 378,942 361,255 (17,687) 227,520 (continued) General Fund 2014 Year Ended December 31, 2014 CITY OF PRIOR LAKE Changes in Fund Balances – Budget and Actual (continued) (With Comparative Actual Amounts for the Year Ended December 31, 2013) Schedule of Revenues, Expenditures, and Budgeted Amounts -80- 2013 Variance With Original Final Actual Final Budget Actual Expenditures (continued) Current expenditures (continued) General government (continued) Buildings and plant Personal services 27,666 27,666 50,889 23,223 71,671 Supplies 5,614 5,614 8,926 3,312 4,799 Other services and charges 387,233 387,233 422,935 35,702 411,620 Total buildings and plant 420,513 420,513 482,750 62,237 488,090 Total general government 2,915,481 2,915,481 2,813,759 (101,722) 2,677,900 Public safety Police Personal services 3,072,262 3,078,182 3,096,561 18,379 2,974,298 Supplies 115,810 115,810 119,121 3,311 118,323 Other services and charges 163,012 163,012 169,095 6,083 151,431 Total police 3,351,084 3,357,004 3,384,777 27,773 3,244,052 Fire and rescue Personal services 398,781 398,781 352,874 (45,907) 353,114 Supplies 86,108 86,108 74,507 (11,601) 80,287 Other services and charges 371,523 371,523 356,078 (15,445) 422,349 Total fire and rescue 856,412 856,412 783,459 (72,953) 855,750 Building inspections Personal services 551,696 551,696 519,796 (31,900) 488,879 Supplies 8,139 8,139 5,859 (2,280) 7,557 Other services and charges 3,148 3,148 8,188 5,040 4,588 Total building inspections 562,983 562,983 533,843 (29,140) 501,024 Emergency management Other services and charges 5,000 5,000 4,745 (255) 3,533 Animal control Other services and charges 25,257 25,257 25,200 (57) 26,612 Total public safety 4,800,736 4,806,656 4,732,024 (74,632) 4,630,971 (continued) Year Ended December 31, 2014 (With Comparative Actual Amounts for the Year Ended December 31, 2013) 2014 Budgeted Amounts CITY OF PRIOR LAKE General Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual (continued) -81- 2013 Variance With Original Final Actual Final Budget Actual Expenditures (continued) Current expenditures (continued) Public works Engineering Personal services 323,229 323,229 310,802 (12,427) 282,725 Supplies 10,533 10,533 7,705 (2,828) 4,866 Other services and charges 37,240 37,240 19,192 (18,048) 49,699 Total engineering 371,002 371,002 337,699 (33,303) 337,290 Central garage Personal services 174,999 174,999 171,059 (3,940) 168,041 Supplies 21,334 21,334 23,565 2,231 25,420 Other services and charges 165,616 165,616 202,250 36,634 183,407 Total central garage 361,949 361,949 396,874 34,925 376,868 Streets Personal services 342,475 373,907 331,389 (42,518) 310,565 Supplies 216,418 239,216 260,549 21,333 257,594 Other services and charges 656,399 656,399 547,911 (108,488) 622,963 Total streets 1,215,292 1,269,522 1,139,849 (129,673) 1,191,122 Total public works 1,948,243 2,002,473 1,874,422 (128,051) 1,905,280 Culture and recreation Recreation Personal services 287,636 287,636 300,603 12,967 272,859 Supplies 51,664 51,664 45,332 (6,332) 52,257 Other services and charges 48,020 48,020 60,123 12,103 50,065 Total recreation 387,320 387,320 406,058 18,738 375,181 Parks Personal services 813,147 813,147 847,275 34,128 804,958 Supplies 179,838 186,998 181,165 (5,833) 195,121 Other services and charges 143,526 143,526 178,615 35,089 142,046 Total parks 1,136,511 1,143,671 1,207,055 63,384 1,142,125 Libraries Supplies 3,743 3,743 3,882 139 5,094 Other services and charges 71,773 71,773 67,995 (3,778) 62,377 Total libraries 75,516 75,516 71,877 (3,639) 67,471 (continued) 2014 CITY OF PRIOR LAKE General Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual (continued) (With Comparative Actual Amounts for the Year Ended December 31, 2013) Budgeted Amounts Year Ended December 31, 2014 -82- 2013 Variance With Original Final Actual Final Budget Actual Expenditures (continued) Current expenditures (continued) Culture and recreation Natural resources Personal services 35,261 35,261 35,036 (225) 34,245 Supplies 23,158 23,158 5,845 (17,313) 3,270 Other services and charges 19,175 19,175 25,134 5,959 37,811 Total natural resources 77,594 77,594 66,015 (11,579) 75,326 Total culture and recreation 1,676,941 1,684,101 1,751,005 66,904 1,660,103 Total current expenditures 11,341,401 11,408,711 11,171,210 (237,501) 10,874,254 Capital outlay General government Technology 308,908 308,908 258,955 (49,953) 43,483 Buildings and plant 9,985 9,985 12,462 2,477 2,154 Public safety Police – – 1,000 1,000 338 Fire and rescue 48,018 48,018 48,504 486 46,473 Culture and recreation Parks 185,000 362,024 216,138 (145,886) 106,762 Economic development Contingency FEMA costs – 215,621 92,174 (123,447) – Economic development – – 115,000 115,000 – Total capital outlay 551,911 944,556 744,233 (200,323) 199,210 Total expenditures 11,893,312 12,353,267 11,915,443 (437,824) 11,073,464 Excess (deficiency) of revenues over expenditures (290,037) (496,420) (44,718) 451,702 317,266 (continued) Budgeted Amounts Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual (continued) Year Ended December 31, 2014 2014 (With Comparative Actual Amounts for the Year Ended December 31, 2013) General Fund CITY OF PRIOR LAKE -83- 2013 Variance With Original Final Actual Final Budget Actual Other financing sources (uses) Transfers in 348,540 462,606 481,762 19,156 341,700 Transfers out (1,091,943) (1,091,943) (1,091,655) 288 (1,200,070) Total other financing sources (uses) (743,403) (629,337) (609,893) 19,444 (858,370) Net change in fund balances (1,033,440)$ (1,125,757)$ (654,611) 471,146$ (541,104) Fund balances Beginning of year 6,431,258 6,972,362 End of year 5,776,647$ 6,431,258$ Budgeted Amounts General Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual (continued) Year Ended December 31, 2014 (With Comparative Actual Amounts for the Year Ended December 31, 2013) 2014 CITY OF PRIOR LAKE -84- Park City Hall Fire Water Revenue Referendum 2005 Station #2 PW Building Assets Cash and investments –$ 8,573$ –$ –$ Receivables Accounts – 81 – – Special assessments Delinquent – – – – Deferred – – – – Other (Green Acres) – – – – Due from other governmental agencies – 3,574 – – Total assets –$ 12,228$ –$ –$ Deferred inflows of resources Unavailable revenue from special assessments –$ –$ –$ –$ Fund balances Restricted for debt service – 12,228 – – Total deferred inflows of resources and fund balances –$ 12,228$ –$ –$ CITY OF PRIOR LAKE Debt Service Funds Balance Sheet by Account as of December 31, 2014 -85- Water Tax Treatment 150th Mitchell Increment Breezy Fish Plant Condos 2004 Point Point –$ –$ 26,509$ 28,986$ –$ – – 113 674 – – – – 398 – – – – – 30,111 – – – – 692,597 – – – 1,106 – –$ –$ 26,622$ 31,164$ 722,708$ –$ –$ –$ 398$ 722,708$ – – 26,622 30,766 – –$ –$ 26,622$ 31,164$ 722,708$ (continued) -86- Street Brooksville Brooksville Reconstruction Hills Hills II/Maple CSAH 82 2007 2008 Glen 2nd Assets Cash and investments 30,535$ 25,961$ 54,638$ 81,924$ Receivables Accounts 125 142 984 866 Special assessments Delinquent – – 393 – Deferred – – 149,280 124,157 Other (Green Acres) – – – – Due from other governmental agencies 927 1,130 731 906 Total assets 31,587$ 27,233$ 206,026$ 207,853$ Deferred inflows of resources Unavailable revenue from special assessments –$ –$ 149,673$ 124,157$ Fund balances Restricted for debt service 31,587 27,233 56,353 83,696 Total deferred inflows of resources and fund balances 31,587$ 27,233$ 206,026$ 207,853$ as of December 31, 2014 Balance Sheet by Account (continued) Debt Service Funds CITY OF PRIOR LAKE -87- CR 12 & CSAH44, 2010 Boudin Boudin Welcome, Crest, Reconstruction Phase I Phase II CR12, Sunset Maplewood Total 69,983$ 303,779$ 203,025$ 623,552$ 63,903$ 1,521,368$ 516 1,267 834 3,339 (6) 8,935 – – 572 15,697 – 17,060 60,391 272,108 276,406 1,025,273 91,196 2,028,922 – – – – – 692,597 896 1,689 1,889 621 – 13,469 131,786$ 578,843$ 482,726$ 1,668,482$ 155,093$ 4,282,351$ 60,391$ 272,108$ 276,978$ 1,040,970$ 91,196$ 2,738,579$ 71,395 306,735 205,748 627,512 63,897 1,543,772 131,786$ 578,843$ 482,726$ 1,668,482$ 155,093$ 4,282,351$ -88- Park City Hall Fire Water Revenue Referendum 2005 Station #2 PW Building Revenues Taxes –$ 574,679$ –$ –$ Special assessments – – – – Interest on investments – 3,028 11,461 – Total revenues – 577,707 11,461 – Expenditures Debt service Principal 645,000 375,000 75,000 170,000 Interest and other 141,288 199,758 240,786 8,075 Total expenditures 786,288 574,758 315,786 178,075 Excess (deficiency) of revenues over expenditures (786,288) 2,949 (304,325) (178,075) Other financing sources (uses) Debt issued – – – – Refunding debt issued – – – – Premium on debt issued – – – – Paid to refunded bond escrow agent – – (3,215,000) – Transfers in 786,288 – 220,767 178,075 Transfers out – – – – Total other financing sources (uses) 786,288 – (2,994,233) 178,075 Net change in fund balances – 2,949 (3,298,558) – Fund balances Beginning of year – 9,279 3,298,558 – End of year –$ 12,228$ –$ –$ Year Ended December 31, 2014 and Changes in Fund Balances CITY OF PRIOR LAKE Debt Service Funds Schedule of Revenues, Expenditures, -89- Water Tax Treatment 150th Mitchell Increment Breezy Fish Plant Condos 2004 Point Point –$ –$ –$ 156,809$ –$ – 10,558 – 52,043 45,913 – 2,792 1,115 4,128 2,968 – 13,350 1,115 212,980 48,881 200,000 – 25,000 245,000 – 314,689 – 6,418 4,410 – 514,689 – 31,418 249,410 – (514,689) 13,350 (30,303) (36,430) 48,881 – – – – – – – – – – – – – – – – – – – – 514,689 – 31,330 – – – (114,066) – – (136,628) 514,689 (114,066) 31,330 – (136,628) – (100,716) 1,027 (36,430) (87,747) – 100,716 25,595 67,196 87,747 –$ –$ 26,622$ 30,766$ –$ (continued) -90- Street Brooksville Brooksville Reconstruction Hills Hills II/Maple CSAH 82 2007 2008 Glen 2nd Revenues Taxes 149,055$ 181,795$ 91,328$ 113,730$ Special assessments – – 43,927 50,037 Interest on investments 493 1,965 9,955 6,758 Total revenues 149,548 183,760 145,210 170,525 Expenditures Debt service Principal 130,000 150,000 130,000 175,000 Interest and other 18,840 25,575 33,865 30,625 Total expenditures 148,840 175,575 163,865 205,625 Excess (deficiency) of revenues over expenditures 708 8,185 (18,655) (35,100) Other financing sources (uses) Debt issued – – – – Refunding debt issued – – 495,000 – Premium on debt issued – – 15,657 – Paid to refunded bond escrow agent – – (540,000) – Transfers in – – – – Transfers out – – – – Total other financing sources (uses) – – (29,343) – Net change in fund balances 708 8,185 (47,998) (35,100) Fund balances Beginning of year 30,879 19,048 104,351 118,796 End of year 31,587$ 27,233$ 56,353$ 83,696$ and Changes in Fund Balances (continued) Year Ended December 31, 2014 CITY OF PRIOR LAKE Debt Service Funds Schedule of Revenues, Expenditures, -91- CR 12 & CSAH44, 2010 Boudin Boudin Welcome, Crest, Reconstruction Phase I Phase II CR12, Sunset Maplewood Total 109,422$ 167,148$ 200,750$ –$ –$ 1,744,716$ 14,308 72,349 49,382 222,813 29,203 590,533 4,796 15,351 10,943 30,787 1,616 108,156 128,526 254,848 261,075 253,600 30,819 2,443,405 120,000 205,000 215,000 325,000 – 3,185,000 23,478 35,223 43,056 69,980 – 1,196,066 143,478 240,223 258,056 394,980 – 4,381,066 (14,952) 14,625 3,019 (141,380) 30,819 (1,937,661) – – – – 33,078 33,078 – – – – – 495,000 – – – – – 15,657 – – – – – (3,755,000) – – – 136,628 – 1,867,777 – – – – – (250,694) – – – 136,628 33,078 (1,594,182) (14,952) 14,625 3,019 (4,752) 63,897 (3,531,843) 86,347 292,110 202,729 632,264 – 5,075,615 71,395$ 306,735$ 205,748$ 627,512$ 63,897$ 1,543,772$ -92- THIS PAGE INTENTIONALLY LEFT BLANK OTHER INFORMATION SECTION Percent Increase 2014 2013 (Decrease) Revenues Taxes 9,924,277$ 9,866,751$ 0.6% Franchise taxes 594,800 584,295 1.8% Special assessments 616,960 1,141,780 (46.0%) Licenses and permits 580,112 766,834 (24.3%) Intergovernmental 2,038,495 4,017,546 (49.3%) Charges for services 2,771,929 2,656,259 4.4% Fines and forfeits 127,225 137,529 (7.5%) Interest (losses) on investments 730,981 (423,041) (272.8%) Miscellaneous 350,339 319,770 9.6% Total revenues 17,735,118$ 19,067,723$ (7.0%) Per capita 732$ 787$ (7.0%) Expenditures Current General government 2,813,759$ 2,677,900$ 5.1% Public safety 4,732,024 4,630,971 2.2% Public works 1,874,422 1,905,280 (1.6%) Culture and recreation 1,768,519 1,677,636 5.4% Economic development 115,437 194,575 (40.7%) Capital outlay 6,338,290 8,686,687 (27.0%) Debt service Principal 3,185,000 3,905,000 (18.4%) Interest and other charges 1,256,059 1,310,700 (4.2%) Total disbursements 22,083,510$ 24,988,749$ (11.6%) Per capita 912$ 1,032$ (11.6%) Total long-term indebtedness 33,640,000$ 37,915,000$ (11.3%) Per capita 1,389$ 1,565$ (11.3%) General Fund balance – December 31 5,776,647$ 6,431,258$ (10.2%) Per capita 238$ 266$ (10.2%) The purpose of this report is to provide a summary of financial information concerning the City to interested citizens. The complete financial statements may be examined at City Hall, 4646 Dakota Street Southeast, Prior Lake, Minnesota 55372. Questions about this report should be directed to the Finance Director at (952) 447-9841. Governmental Funds Years Ended December 31, 2014 and 2013 Total CITY OF PRIOR LAKE Summary Financial Report Revenues and Expenditures for General Operations -93- Final Issue Maturity Date Date Bonded indebtedness G.O. special assessment bonds G.O. Street Improvement Bonds of 2008B 2.40–3.65 % 05/15/2008 12/15/2018 G.O. Improvement Bonds of 2009A 1.10–3.50 05/15/2009 12/15/2019 G.O. Improvement Bonds of 2010A 0.80–3.20 05/26/2010 12/15/2020 G.O. Improvement Bonds of 2011A 1.80–2.50 08/31/2011 12/15/2021 G.O. Improvement Refunding Bonds of 2011A 1.80 08/31/2011 12/15/2014 G.O. Improvement Bonds of 2011B 2.00–2.35 12/14/2011 12/15/2022 G.O. Improvement Bonds of 2013A 2.00–2.65 08/15/2013 12/15/2023 G.O. Improvement Bonds of 2014A 2.00–2.50 09/15/2014 12/15/2024 G.O. Improvement Refunding Bonds of 2014A 2.00 09/15/2014 12/15/2018 Total G.O. special assessment bonds Tax increment bonds G.O. Tax Increment Refunding Bonds of 2011A 1.80–3.00 08/31/2011 12/15/2024 General obligation bonds G.O. Park Refunding Bonds of 2005 3.75–5.00 09/01/2005 12/01/2017 G.O. Fire Hall Bonds of 2006A 4.00–4.50 11/15/2006 12/15/2031 G.O. Street Reconstruction Bonds of 2007B 4.00 05/15/2007 12/15/2017 G.O. Improvement Bonds of 2011B 2.00–3.40 12/14/2011 12/15/2031 G.O. Capital Improvement Refunding Bonds of 2012A 2.00–2.70 03/13/2012 12/15/2029 Total general obligation bonds General obligation revenue bonds G.O. Public Works Building Refunding Bonds of 2005 3.75–4.75 09/01/2005 12/01/2014 G.O. Water Treatment Plant Revenue Bonds of 2007A 4.00–4.20 05/15/2007 12/15/2032 Total general obligation revenue bonds General obligation capital improvement plan bonds G.O. Capital Plan Bonds of 2006A 3.80–3.90 08/01/2007 02/01/2017 Total bonded indebtedness Rate CITY OF PRIOR LAKE Combined Schedule of Indebtedness for the Year Ended December 31, 2014 Interest -94- Outstanding Issued Outstanding Authorized January 1 (Retired) December 31 Principal Interest 1,300,000$ 670,000$ (670,000)$ –$ –$ –$ 1,700,000 1,050,000 (175,000) 875,000 175,000 26,950 1,235,000 875,000 (120,000) 755,000 120,000 21,143 2,130,000 1,730,000 (205,000) 1,525,000 210,000 31,445 820,000 245,000 (245,000) – – – 2,280,000 2,075,000 (215,000) 1,860,000 220,000 38,668 3,240,000 3,240,000 (325,000) 2,915,000 325,000 63,280 2,170,000 – 2,170,000 2,170,000 185,000 57,250 495,000 – 495,000 495,000 120,000 12,374 15,370,000 9,885,000 710,000 10,595,000 1,355,000 251,110 290,000 270,000 (25,000) 245,000 20,000 5,880 6,260,000 2,890,000 (645,000) 2,245,000 710,000 110,475 3,700,000 3,290,000 (3,290,000) – – – 1,400,000 635,000 (150,000) 485,000 155,000 19,400 3,500,000 3,500,000 – 3,500,000 120,000 95,018 9,825,000 9,010,000 (375,000) 8,635,000 395,000 192,058 24,685,000 19,325,000 (4,460,000) 14,865,000 1,380,000 416,951 1,310,000 170,000 (170,000) – – – 8,500,000 7,710,000 (200,000) 7,510,000 220,000 306,514 9,810,000 7,880,000 (370,000) 7,510,000 220,000 306,514 1,225,000 555,000 (130,000) 425,000 135,000 13,804 51,380,000$ 37,915,000$ (4,275,000)$ 33,640,000$ 3,110,000$ 994,259$ Due in 2015 -95- THIS PAGE INTENTIONALLY LEFT BLANK Final Issue Maturity Date Date Principal General obligation special assessment bonds $1,700,000 General Obligation Improvement Bonds, Series 2009A 05/15/2009 2.40 % 12/15/2015 175,000$ 3.00 12/15/2016 175,000 3.00 12/15/2017 175,000 3.50 12/15/2018 175,000 3.50 12/15/2019 175,000 Total 875,000 $1,235,000 General Obligation Improvement Bonds, Series 2010A 05/26/2010 2.20 % 12/15/2015 120,000 2.50 12/15/2016 125,000 2.75 12/15/2017 125,000 3.00 12/15/2018 125,000 3.10 12/15/2019 130,000 3.20 12/15/2020 130,000 Total 755,000 $2,130,000 General Obligation Improvement Bonds, Series 2011A 08/31/2011 1.80 % 12/15/2015 210,000 1.80 12/15/2016 215,000 1.80 12/15/2017 215,000 2.00 12/15/2018 220,000 2.15 12/15/2019 220,000 2.35 12/15/2020 220,000 2.50 12/15/2021 225,000 Total 1,525,000 (continued) CITY OF PRIOR LAKE Bond Schedules December 31, 2014 Rate Interest -96- Final Issue Maturity Date Date Principal General obligation special assessment bonds (continued) $2,280,000 General Obligation Improvement Bonds, Series 2011B 12/14/2011 1.80 % 12/15/2015 220,000 1.80 12/15/2016 225,000 1.80 12/15/2017 225,000 2.00 12/15/2018 230,000 2.15 12/15/2019 230,000 2.35 12/15/2020 240,000 2.50 12/15/2021 245,000 3.00 12/15/2022 245,000 Total 1,860,000 $3,240,000 General Obligation Improvement Bonds, Series 2013A 08/15/2013 2.00 % 12/15/2015 325,000 2.00 12/15/2016 325,000 2.00 12/15/2017 325,000 2.00 12/15/2018 325,000 2.00 12/15/2019 325,000 2.10 12/15/2020 325,000 2.30 12/15/2021 325,000 2.50 12/15/2022 320,000 2.65 12/15/2023 320,000 Total 2,915,000 $2,170,000 General Obligation Improvement Bonds, Series 2014A 09/25/2014 2.00 % 12/15/2015 185,000 2.00 12/15/2016 190,000 2.00 12/15/2017 190,000 2.00 12/15/2018 215,000 2.00 12/15/2019 220,000 2.00 12/15/2020 225,000 2.00 12/15/2021 230,000 2.00 12/15/2022 235,000 2.50 12/15/2023 235,000 2.50 12/15/2024 245,000 Total 2,170,000 (continued) Bond Schedules (continued) December 31, 2014 Interest Rate CITY OF PRIOR LAKE -97- Final Issue Maturity Date Date Principal General obligation special assessment bonds (continued) $495,000 General Obligation Improvement Refunding Bonds, Series 2014A 09/25/2014 2.00 % 12/15/2015 120,000 2.00 12/15/2016 125,000 2.00 12/15/2017 125,000 2.00 12/15/2018 125,000 Total 495,000 Total general obligation special assessment bonds 10,595,000$ General obligation tax increment bonds $290,000 Tax Increment Refunding Bonds, Series 2011A 08/31/2011 1.80 % 12/15/2015 20,000$ 1.80 12/15/2016 20,000 1.80 12/15/2017 20,000 2.00 12/15/2018 25,000 2.15 12/15/2019 25,000 2.35 12/15/2020 25,000 2.50 12/15/2021 25,000 3.00 12/15/2022 25,000 3.00 12/15/2023 30,000 3.00 12/15/2024 30,000 Total general obligation tax increment bonds 245,000$ General obligation bonds $6,260,000 General Obligation Park Refunding Bonds of 2005 09/01/2005 4.750 % 12/01/2015 710,000$ 5.000 12/01/2016 780,000 5.000 12/01/2017 755,000 Total 2,245,000 $1,400,000 General Obligation Street Reconstruction Bonds of 2007B 05/15/2007 4.00 % 12/15/2015 155,000 4.00 12/15/2016 160,000 4.00 12/15/2017 170,000 Total 485,000 (continued) CITY OF PRIOR LAKE Interest Rate Bond Schedules (continued) December 31, 2014 -98- Final Issue Maturity Date Date Principal General obligation bonds (continued) $3,500,000 General Obligation Improvement Bonds, Series 2011B 12/14/2011 2.00 % 12/15/2015 120,000 2.00 % 12/15/2016 135,000 2.00 12/15/2017 135,000 2.00 12/15/2018 140,000 2.00 12/15/2019 150,000 2.05 12/15/2020 160,000 2.20 12/15/2021 175,000 2.35 12/15/2022 180,000 2.50 12/15/2023 195,000 2.65 12/15/2024 215,000 2.75 12/15/2025 230,000 2.85 12/15/2026 240,000 3.00 12/15/2027 255,000 3.20 12/15/2028 270,000 3.20 12/15/2029 285,000 3.40 12/15/2030 300,000 3.40 12/15/2031 315,000 Total 3,500,000 $9,825,000 General Obligation Capital Improvement Refunding Bonds of 2012A 03/13/2012 2.00 % 12/15/2015 395,000 2.00 12/15/2016 410,000 2.00 12/15/2017 435,000 2.00 12/15/2018 470,000 2.00 12/15/2019 485,000 2.00 12/15/2020 515,000 2.00 12/15/2021 545,000 2.00 12/15/2022 565,000 2.00 12/15/2023 590,000 2.15 12/15/2024 615,000 2.30 12/15/2025 645,000 2.40 12/15/2026 685,000 2.50 12/15/2027 720,000 2.60 12/15/2028 760,000 2.70 12/15/2029 800,000 Total 8,635,000 Total general obligation bonds 14,865,000$ (continued) Interest Rate CITY OF PRIOR LAKE Bond Schedules (continued) December 31, 2014 -99- Final Issue Maturity Date Date Principal General obligation bonds (continued) General obligation revenue bonds $8,500,000 General Obligation Water Treatment Plant Revenue Bonds of 2007A 05/15/2007 4.00 % 12/15/2015 220,000$ 4.00 12/15/2016 240,000 4.00 12/15/2017 260,000 4.00 12/15/2018 280,000 4.00 12/15/2019 300,000 4.00 12/15/2020 325,000 4.00 12/15/2021 350,000 4.00 12/15/2022 375,000 4.00 12/15/2023 400,000 4.00 12/15/2024 425,000 4.00 12/15/2025 450,000 4.10 12/15/2026 475,000 4.13 12/15/2027 500,000 4.13 12/15/2028 525,000 4.13 12/15/2029 550,000 4.20 12/15/2030 580,000 4.20 12/15/2031 610,000 4.20 12/15/2032 645,000 Total general obligation revenue bonds 7,510,000$ General obligation capital improvement plan bonds $1,225,000 General Obligation Capital Improvement Plan Bonds 08/01/2007 3.80 % 02/01/2015 135,000$ 3.85 02/01/2016 140,000 3.90 02/01/2017 150,000 Total general obligation capital improvement plan bonds 425,000$ CITY OF PRIOR LAKE Bond Schedules (continued) December 31, 2014 Interest Rate -100- Year Principal Interest Principal Interest Principal Interest 2015 1,380,000$ 416,950$ 1,355,000$ 251,110$ 20,000$ 5,880$ 2016 1,485,000 366,725 1,380,000 209,565 20,000 5,520 2017 1,495,000 310,425 1,380,000 180,020 20,000 5,160 2018 610,000 254,475 1,415,000 150,163 25,000 4,800 2019 635,000 242,275 1,300,000 117,988 25,000 4,300 2020 675,000 229,576 1,140,000 87,601 25,000 3,763 2021 720,000 215,996 1,025,000 62,026 25,000 3,175 2022 745,000 201,244 800,000 38,936 25,000 2,550 2023 785,000 185,713 555,000 20,480 30,000 1,800 2024 830,000 169,041 245,000 6,129 30,000 900 2025 875,000 150,120 – – – – 2026 925,000 128,960 – – – – 2027 975,000 105,680 – – – – 2028 1,030,000 80,030 – – – – 2029 1,085,000 51,630 – – – – 2030 300,000 20,910 – – – – 2031 315,000 10,710 – – – – 2032 – – – – – – Total 14,865,000$ 3,140,460$ 10,595,000$ 1,124,018$ 245,000$ 37,848$ General Obligation CITY OF PRIOR LAKE Debt Service Requirements December 31, 2014 General Obligation Bonds Special Assessment Bonds General Obligation Tax Increment Bonds -101- Principal Interest Principal Interest 220,000$ 306,514$ 135,000$ 13,805$ 240,000 297,714 140,000 8,545 260,000 288,114 150,000 2,925 280,000 277,714 – – 300,000 266,513 – – 325,000 254,514 – – 350,000 241,514 – – 375,000 227,514 – – 400,000 212,514 – – 425,000 196,513 – – 450,000 179,514 – – 475,000 161,514 – – 500,000 142,039 – – 525,000 121,414 – – 550,000 99,759 – – 580,000 77,070 – – 610,000 52,710 – – 645,000 27,087 – – 7,510,000$ 3,430,245$ 425,000$ 25,275$ Revenue Bonds Plan Bonds General ObligationGeneral Obligation -102- Collection Collections Total of Current of Prior Total Year Levy Year Levy Years’ Levy Collections 2005 7,313,669$ 6,903,982$ 94.40 * 83,978$ 6,987,960$ 95.55 % 2006 8,086,236 7,733,423 95.64 * 76,133 7,809,556 96.58 2007 8,718,777 8,557,509 98.15 * 96,934 8,654,443 99.26 2008 9,365,437 9,027,680 96.39 * 1,520,587 9,148,267 97.68 2009 9,881,555 9,330,012 94.42 * 157,906 9,487,918 96.02 2010 10,079,186 9,764,852 96.88 * 235,004 9,999,856 99.21 2011 10,114,124 9,742,074 96.32 * 148,029 9,890,103 97.79 2012 9,414,124 9,367,641 99.51 132,726 9,500,367 100.92 2013 9,414,124 9,307,276 98.87 79,901 9,387,177 99.71 2014 9,448,918 9,361,417 99.07 86,180 9,447,597 99.99 * Market value credit was withheld by the state of Minnesota Collection Collections Total of Current of Prior Total Year Levy Year Levy** Years’ Levy Collections 2005 408,574$ 380,040$ 93.02 5,927$ 385,967$ 94.47 % 2006 476,717 446,508 93.66 49,397 495,905 104.03 2007 405,756 400,937 98.81 39,075 440,012 108.44 2008 336,687 330,203 98.07 9,243 339,446 100.82 2009 366,972 362,795 98.86 3,461 366,256 99.80 2010 441,066 435,017 98.63 3,522 438,539 99.43 2011 347,795 341,728 98.26 5,802 347,530 99.92 2012 385,017 380,144 98.73 4,240 384,384 99.84 2013 393,347 388,480 98.76 4,943 393,423 100.02 2014 526,584 460,800 87.51 4,946 465,746 88.45 ** Excludes prepaid assessment collections of Levy Collected to Levy Collections CITY OF PRIOR LAKE Tax Levies and Collections, Special Assessment Levies and Collections Special Assessment Levies and Collections Prior Ten Years Tax Levies and Collections Percentage Percentage Percentage Collected Percentage Collectionsof Levy of Total of Total to Levy -103- 2012 2013 Taxable market value 2,504,043,900$ 2,372,776,200$ 2,590,697,300$ Tax levy 9,414,124$ 9,414,124$ 9,448,918$ Tax capacity, net of fiscal disparities, and tax increment 27,782,497$ 26,188,839$ 26,941,679$ Tax capacity rate 29.739% 31.887% 30.736% Market value rate 0.044% 0.040% 0.040% Prior Three Years 2014 CITY OF PRIOR LAKE Schedules of Market Value, Tax Levy, Tax Capacity Values, Tax Capacity Rate, and Market Value Rate -104- 2012 2013 2014 Current population 23,385 24,223 24,223 Tax capacity, net of fiscal disparities, and tax increment 27,782,497$ 26,188,839$ 26,941,679$ Percent of current property taxes collected 99.51% 98.87% 99.07% City revenues per capita (governmental funds) 836$ 788$ 731$ City expenditures per capita (governmental funds) 1,006$ 1,032$ 911$ Ratio of bonded debt to tax capacity 143.31% 148.55% 128.05% Bond rating Aa2 Aa2 Aa2 CITY OF PRIOR LAKE Key Financial Indicators Prior Three Years -105- OTHER REQUIRED REPORTS THIS PAGE INTENTIONALLY LEFT BLANK -106- INDEPENDENT AUDITOR’S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS City Council and Management City of Prior Lake, Minnesota We have audited, 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, the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Prior Lake, Minnesota (the City) as of and for the year ended December 31, 2014, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements, and have issued our report thereon dated May 15, 2015. INTERNAL CONTROL OVER FINANCIAL REPORTING In planning and performing our audit of the financial statements, we considered the City’s internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, we do not express an opinion on the effectiveness of the City’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the City’s financial statements will not be prevented, or detected and corrected, on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. (continued) -107- COMPLIANCE AND OTHER MATTERS As part of obtaining reasonable assurance about whether the City’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. PURPOSE OF THIS REPORT The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City’s internal control and compliance. Accordingly, this report is not suitable for any other purpose. Minneapolis, Minnesota May 15, 2015 -108- INDEPENDENT AUDITOR’S REPORT ON MINNESOTA LEGAL COMPLIANCE To the City Council and Management City of Prior Lake, Minnesota We have audited, 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, the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Prior Lake, Minnesota (the City) as of and for the year ended December 31, 2014, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements, and have issued our report thereon dated May 15, 2015. MINNESOTA LEGAL COMPLIANCE The Minnesota Legal Compliance Audit Guide for Political Subdivisions, promulgated by the Office of the State Auditor pursuant to Minnesota Statute § 6.65, contains seven categories of compliance to be tested: contracting and bidding, deposits and investments, conflicts of interest, public indebtedness, claims and disbursements, miscellaneous provisions, and tax increment financing. Our audit considered all of the listed categories. In connection with our audit, nothing came to our attention that caused us to believe that the City failed to comply with the provisions of the Minnesota Legal Compliance Audit Guide for Political Subdivisions. However, our audit was not directed primarily toward obtaining knowledge of such noncompliance. Accordingly, had we performed additional procedures, other matters may have come to our attention regarding the City’s noncompliance with the above referenced provisions. PURPOSE OF THIS REPORT The purpose of this report is solely to describe the scope of our testing of compliance and the results of that testing, and not to provide an opinion on compliance. Accordingly, this report is not suitable for any other purpose. Minneapolis, Minnesota May 15, 2015 THIS PAGE INTENTIONALLY LEFT BLANK