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HomeMy WebLinkAbout06(A) - Resolution Approving the 2024 Annual Financial Report and Management Letter Report CITY OF PRIOR LAKE SCOTT COUNTY, MINNESOTA Financial Statements and Supplementary Information Year Ended December 31, 2024 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 5–20 BASIC FINANCIAL STATEMENTS Government-Wide Financial Statements Statement of Net Position 21 Statement of Activities 22–23 Fund Financial Statements Governmental Funds Balance Sheet 24–25 Reconciliation of the Balance Sheet to the Statement of Net Position 26 Statement of Revenues, Expenditures, and Changes in Fund Balances 27–28 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances to the Statement of Activities 29 Statement of Revenues, Expenditures, and Changes in Fund Balances – General Fund – Budget and Actual 30 Proprietary Funds Statement of Net Position 31–32 Statement of Revenues, Expenses, and Changes in Net Position 33–34 Statement of Cash Flows 35–38 Notes to Basic Financial Statements 39–78 REQUIRED SUPPLEMENTARY INFORMATION PERA – General Employees Retirement Fund Schedule of City’s and Nonemployer Proportionate Share of Net Pension Liability 79 Schedule of City Contributions 79 PERA – Public Employees Police and Fire Fund Schedule of City’s and Nonemployer Proportionate Share of Net Pension Liability 80 Schedule of City Contributions 80 Prior Lake Fire Relief Association Schedule of Changes in the Relief Association’s Net Pension Liability (Asset) and Related Ratios 81–82 Schedule of City Contributions 83 Other Post-Employment Benefits Plan Schedule of Changes in the City’s Total OPEB Liability and Related Ratios 84 Notes to Required Supplementary Information 85–92 CITY OF PRIOR LAKE SCOTT COUNTY, MINNESOTA Table of Contents Page SUPPLEMENTARY INFORMATION Combining and Individual Fund Statements and Schedules Nonmajor Governmental Funds Combining Balance Sheet 93 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 94 Nonmajor Special Revenue Funds Combining Balance Sheet 95–96 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 97–98 Nonmajor Capital Projects Funds Combining Balance Sheet 99–102 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 103–106 General Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual 107–112 Debt Service Fund Balance Sheet by Account 113–115 Schedule of Revenues, Expenditures, and Changes in Fund Balances by Account 116–118 Internal Service Funds Combining Statement of Net Position 119 Combining Statement of Revenues, Expenses, and Changes in Net Position 120 Combining Statement of Cash Flows 121 OTHER INFORMATION SECTION Summary Financial Report Revenues and Expenditures for General Operations 122 Combined Schedule of Indebtedness 123–124 Bond Schedules 125–129 Debt Service Requirements 130 Tax Levies and Collections, and Special Assessment Levies and Collections 131 Schedules of Market Value, Tax Levy, Tax Capacity Values, Tax Capacity Rate, and Market Value Rate 132 Key Financial Indicators 133 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 134–135 Independent Auditor’s Report on Minnesota Legal Compliance 136 CITY OF PRIOR LAKE SCOTT COUNTY, MINNESOTA Table of Contents (continued) INTRODUCTORY SECTION THIS PAGE INTENTIONALLY LEFT BLANK -1- Term Expires Kirt Briggs Mayor 12/31/2028 Zach Braid Councilmember 12/31/2028 Kimberly Churchill Councilmember 12/31/2026 Ethan Hellier Councilmember 12/31/2028 Victor Lake Councilmember 12/31/2026 Jason Wedel City Manager Lori Olson Assistant City Manager Cathy Erickson Finance Director Nicole Klekner Assistant Finance Director ELECTED APPOINTED CITY OF PRIOR LAKE SCOTT COUNTY, MINNESOTA Elected and Appointed Officials as of December 31, 2024 THIS PAGE INTENTIONALLY LEFT BLANK FINANCIAL SECTION THIS PAGE INTENTIONALLY LEFT BLANK -2- INDEPENDENT AUDITOR’S REPORT To the City Council and Management City of Prior Lake, Minnesota REPORT ON THE AUDIT OF THE FINANCIAL STATEMENTS OPINIONS We have audited the accompanying financial statements of the governmental activities, the business-type activities, 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, 2024, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City as of December 31, 2024, 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 generall y accepted in the United States of America. BASIS FOR OPINIONS We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the City, and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. RESPONSIBILITIES OF MANAGEMENT FOR THE FINANCIAL STATEMENTS Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the City’s ability to continue as a going concern for 12 months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. (continued) -3- AUDITOR’S RESPONSIBILITIES FOR THE AUDIT OF THE FINANCIAL STATEMENTS Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinions. Reasonable assurance is a high level of assurance, but is not absolute assurance and, therefore, is not a guarantee that an audit conducted in accordance with generally accepted auditing standards and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with generally accepted auditing standards and Government Auditing Standards, we: • Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. • Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, no such opinion is expressed. • Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. • Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the City’s ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control related matters that we identified during the audit. REQUIRED SUPPLEMENTARY INFORMATION Accounting principles generally accepted in the United States of America require that the management ’s discussion and analysis and the required supplementary information (RSI), as listed in the table of contents, be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the RSI 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. (continued) -4- SUPPLEMENTARY 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 accompanying combining and individual fund statements and schedules, as listed in the table of contents, are presented for purpose of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual nonmajor fund financial statements and schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. OTHER INFORMATION Management is responsible for the other information included in the annual report. The other information comprises the introductory and other information sections, but does not include the basic financial statements and our auditor’s report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon. In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. PRIOR YEAR COMPARATIVE INFORMATION Malloy, Montague, Karnowski, Radosevich & Co., P.A. previously audited the City’s 2023 financial statements and 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 their report dated May 30, 2024. In our opinion, the partial comparative information presented herein as of and for the year ended December 31, 2023, 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 28, 2025 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 solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City ’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City’s internal control over financial reporting and compliance. Respectfully submitted, LB CARLSON, LLP Minneapolis, Minnesota May 28, 2025 THIS PAGE INTENTIONALLY LEFT BLANK CITY OF PRIOR LAKE Management’s Discussion and Analysis Fiscal Year Ended December 31, 2024 -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, 2024. FINANCIAL HIGHLIGHTS • The assets and deferred outflows of resources of the City exceeded its liabilities and deferred inflows of resources at the close of the most recent fiscal year by $272,889,712 (net position). Of this amount, $33,813,702 (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 $12,145,782. • As of the close of the current fiscal year, the City’s governmental funds reported combined ending fund balances of $33,841,298, an increase of $964,798 in comparison with the prior year. • At the end of the current fiscal year, the total fund balance for the General Fund was $13,411,569, or 60.5 percent, of budgeted 2025 expenditures and transfers out of $22,168,668. Of the total fund balance, $522,771 is assigned for future projects and programs. The total fund balance reflects an increase of $2,406,325 from the prior year. 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. -6- The Statement of Net Position presents information on all of the City’s assets, deferred outflows of resources, liabilities, and deferred inflows of resources, with the difference between them reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the City is improving or deteriorating. The Statement of Activities presents information showing how the City’s net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g., uncollected taxes and earned, but unused, vacation leave). Both of the government-wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenues (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, and water quality 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, Debt Service Fund, Construction Capital Projects Fund, and Permanent Improvement Revolving Capital Projects 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. -7- 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, and water quality operations. Proprietary funds provide the same type of information as shown in the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for the enterprise funds, all of which are considered to be major funds of the City. 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 and insurance benefits. All internal service funds are combined into a single, aggregated presentation in the proprietary fund financial statements, labeled Governmental Activities – Internal Service Funds. Because these internal service funds activities predominantly benefit governmental rather than business-type functions, they have been included within governmental activities in the government -wide financial statements. Individual fund data for the internal service funds is provided in the form of combining statements elsewhere in this report. The basic proprietary fund financial statements can be found 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. Other Information – In addition to the basic financial statements and accompanying notes, the financial section also presents required supplementary information, and t he combining and individual fund statements and schedules (presented as supplementary information) referred to earlier in connection with nonmajor governmental funds and internal service funds, which are presented immediately following the basic financial statements. The other information section has been included as part of the financial statements to facilitate additional analysis. 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 and deferred outflows of resources exceeded liabilities and deferred inflows of resources by $272,889,712 at the close of the most recent fiscal year. The City’s investment in capital assets (e.g., land, buildings, and machinery and equipment), less any related debt used to acquire those assets that is still outstanding, totaled 82.9 percent of total net position. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City’s investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. -8- The following table provides the City’s Summary of Net Position: 2024 2023 2024 2023 2024 2023 Assets Current and other assets 45,827,258$ 45,479,912$ 20,628,826$ 17,086,059$ 66,456,084$ 62,565,971$ Capital assets, net 175,413,322 172,992,464 78,659,980 75,913,636 254,073,302 248,906,100 Total assets 221,240,580$ 218,472,376$ 99,288,806$ 92,999,695$ 320,529,386$ 311,472,071$ Deferred outflows of resources Pension and OPEB plan deferments 8,813,333$ 9,860,595$ 177,890$ 350,095$ 8,991,223$ 10,210,690$ Liabilities Long-term liabilities 35,699,376$ 39,724,257$ 3,514,536$ 3,030,044$ 39,213,912$ 42,754,301$ Other liabilities 2,851,682 3,181,915 702,782 577,432 3,554,464 3,759,347 Total liabilities 38,551,058$ 42,906,172$ 4,217,318$ 3,607,476$ 42,768,376$ 46,513,648$ Deferred inflows of resources Revenue for subsequent years 3,866,944$ 5,050,251$ –$ –$ 3,866,944$ 5,050,251$ Pension and OPEB plan deferments 9,485,364 8,992,547 510,213 382,385 9,995,577 9,374,932 Total deferred inflows of resources 13,352,308$ 14,042,798$ 510,213$ 382,385$ 13,862,521$ 14,425,183$ Net position Net investment in capital assets 149,536,208$ 143,656,868$ 76,823,473$ 74,313,470$ 226,359,681$ 217,970,338$ Restricted 12,716,329 12,546,535 – – 12,716,329 12,546,535 Unrestricted 15,898,010 15,180,598 17,915,692 15,046,459 33,813,702 30,227,057 Total net position 178,150,547$ 171,384,001$ 94,739,165$ 89,359,929$ 272,889,712$ 260,743,930$ Summary of Net Position as of December 31, 2024 and 2023 Table 1 Governmental Activities Business-Type Activities Total An additional portion of the City’s net position, $12,716,329, or 4.7 percent, represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net position, $33,813,702, may be used to meet the government’s ongoing obligations to citizens and creditors. The significant changes in deferred outflows of resources and deferred inflows of resources relate to changes in the Public Employees Retirement Association pension plans in 2024. Governmental Accounting Standards Board Statement No. 68 requires the City to recognize its proportionate share of pension benefit obligations. Deferred inflows of resources also increased for state municipal street aid revenue received by the City in advance of allotments that will be reported as revenue in subsequent years. The increase in current and other assets is mainly the result of positive operative results during the year in the enterprise funds. The increase in capital assets is related to continuing development activity in the current year. The decrease in long-term liabilities is the result of payments on outstanding debt. At the end of the current fiscal year, the City is able to report positive balances in all three categories of net position, both for the government as a whole, as well as for its separate governmental and business-type activities. The same situation held true for the prior fiscal year. -9- 2024 2023 2024 2023 2024 2023 Revenues Program revenues Charges for services 2,668,089$ 2,298,357$ 11,721,041$ 12,166,243$ 14,389,130$ 14,464,600$ Operating grants and contributions 3,745,857 3,706,641 72,146 27,150 3,818,003 3,733,791 Capital grants and contributions 5,991,477 5,306,575 4,587 64,325 5,996,064 5,370,900 General revenues Property taxes and tax increments 19,695,282 17,802,929 – – 19,695,282 17,802,929 Franchise taxes 1,640,516 1,636,676 – – 1,640,516 1,636,676 Grants and contributions not restricted to specific programs – 456 – – – 456 Investment income 1,686,246 1,708,687 693,818 678,270 2,380,064 2,386,957 Miscellaneous 774,285 576,207 21,185 40,888 795,470 617,095 Gain (loss) on sale of assets 299,790 64,915 – (94,246) 299,790 (29,331) Total revenues 36,501,542 33,101,443 12,512,777 12,882,630 49,014,319 45,984,073 Expenses General government 4,744,079 4,264,884 – – 4,744,079 4,264,884 Public safety 11,342,029 10,815,305 – – 11,342,029 10,815,305 Public works 6,632,534 6,005,415 – – 6,632,534 6,005,415 Culture and recreation 3,321,497 3,032,441 – – 3,321,497 3,032,441 Economic development 1,376,697 735,775 – – 1,376,697 735,775 Interest on long-term debt 666,504 807,850 – – 666,504 807,850 Water – – 3,806,405 4,380,943 3,806,405 4,380,943 Sewer – – 4,160,496 3,708,995 4,160,496 3,708,995 Water quality – – 818,296 819,451 818,296 819,451 Total expenses 28,083,340 25,661,670 8,785,197 8,909,389 36,868,537 34,571,059 Increase in net position before transfers 8,418,202 7,439,773 3,727,580 3,973,241 12,145,782 11,413,014 Transfers (1,651,656) 543,001 1,651,656 (543,001) – – Changes in net position 6,766,546 7,982,774 5,379,236 3,430,240 12,145,782 11,413,014 Net position Beginning of year 171,384,001 163,401,227 89,359,929 85,929,689 260,743,930 249,330,916 End of year 178,150,547$ 171,384,001$ 94,739,165$ 89,359,929$ 272,889,712$ 260,743,930$ Governmental Activities Business-Type Activities Total Table 2 Changes in Net Position for the Years Ended December 31, 2024 and 2023 Governmental activities increased the City’s net position by $6,766,546. Property tax increases were the result of an increased levy in the current year. The increase in miscellaneous income includes $364,063 for the City’s portion of excess tax increment from the decertification of Shepherd’s Path TIF District 6-1 and $103,632 from a change in the pass-through of court fines to the City from the state of Minnesota. Capital grants and contributions increased, mainly from special assessment revenues. The increase in public works expenses is due to an increase in transportation and development-related costs. The increase in public safety expenses includes a full year of full-time firefighters in 2024, as compared to six months of expense in 2023. Twelve full-time firefighters started with the City on July 1, 2023. Additionally, police personnel costs include a change in the pass-through of court fines paid to Scott County. The increase in economic development expenses is due to the decertification of Shepherd’s Path TIF District 6-1. The City paid the county for the excess TIF balance and the county allocated the fund balance to three taxing entities, including the school district, city, and county. The business-type activities increased the City’s net position in total by $5,379,236. The charges for services decrease was the result of less water and sewer consumption during the year due to less irrigation, the result of more precipitation. Total expenses were down due to lower water treatment and repair and maintenance supplies. The increase in transfers was due to more infrastructure contributed to the enterprise funds. -10- Below are specific graphs that provide comparisons of the governmental activities program revenues and expenses. The City’s emphasis on public safety continued in 2024. Public safety includes a full year of full-time firefighters in 2024, as compared to six months of expnse in 2023. Twelve full-time firefighters started with the City on July 1, 2023. General government and culture and recreation revenue will vary by year, based on grant funding for operations and capital projects. Public works revenue will vary by year, based on development projects and transportation projects. Fiscal 2024 included the Wilds/Jeffers area street overlay project. $– $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 General Government Public Safety Public Works Culture and Recreation Economic Development Interest on Long-Term Debt Expenses Program Revenues Governmental Activities – Revenue by Source -11- Business-Type Activities – Below are graphs showing the business-type activities program revenues and expense comparisons. Revenues are collected to fund operations, current and future capital improvements, debt service, and the utility work completed as part of the street projects identified in the Five-Year Capital Improvement Program. $– $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 Water Sewer Water Quality Expenses Program Revenues Business-Type Activities – Revenue by Source -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. At the end of the current fiscal year, the City’s governmental funds reported combined ending fund balances of $33,841,298, an increase of $964,798 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, total fund balance reached $13,411,569. As a measure of the General Fund’s liquidity, it may be useful to compare the total fund balance to total fund expenditures. Total fund balance represents about 60.5 percent of total 2025 General Fund budgeted expenditures and transfers out of $22,168,668. Of the total fund balance of $13,411,569, $522,771 is assigned for future projects and programs. This leaves an unassigned fund balance in the General Fund of $12,888,798. The total fund balance reflects an increase of $2,406,325 from the prior year and an increase of $2,722,100 above the amended budget, which reflected the use of fund balance of $315,775. The components of the $2,406,325 increase in fund balance are revenues and other financing sources over budget by $1,711,515 and expenditures less than budget by $1,010,585. Additions to revenue above budget are primarily from interest income, building permit/fees on a multifamily residential building, and excess TIF from the Shepherd’s Path TIF District closeout. Expenditures are lower than budget due to personnel savings due to open positions, lower fuel rate and usage, lower utility usage, and deferred repair and maintenance projects. The Debt Service Fund balance increased by $872,402. The City manages cash flow in all debt service accounts and ensures adequate resources exist to fund future obligations. The Construction Capital Projects Fund balance decreased by $599,278, due to timing differences between project financing inflows and capital outlays. The Permanent Improvement Revolving Capital Projects Fund balance decreased by $985,848, due to timing differences between project financing inflows and capital outlays. 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. -13- GENERAL FUND BUDGETARY HIGHLIGHTS The original budget reflected no change in fund balance. The City amends its budget at various points during the year. The General Fund budget was amended in 2024 to increase the spending of the fund balance by $315,775, primarily for street/trail/sidewalk maintenance and police vehicle equipment and technology costs. Actual revenues and other financing sources were $1,711,515 over budget in 2024. Investment income was higher than budget by $532,555, due to market conditions. Licenses and permits were more than budget by $251,698 as nonbusiness permit activity was more than projected, due to an increase in building/permit fees on a multi-family residential development. Miscellaneous was over budget due to excess TIF from the Shepherd’s Path TIF District closeout. Actual expenditures were $1,010,585 less than budget in 2024. Expenditures were less than budget in most program areas, due to open positions, fuel and utilities savings across multiple departments , and deferral of maintenance projects. Police department expenditures were lower than budget by $224,730 for fuel, small equipment, and technology purchases. Fuel costs were budgeted at a higher rate, but the price subsequently dropped through the end of 2024. Public works expenditures were lower than budget by $280,235, primarily for fuel and snow and ice management material savings. CAPITAL ASSETS AND LONG-TERM LIABILITIES Capital Assets – The City’s investment in capital assets for its governmental and business-type activities as of December 31, 2024 amounts to $254,073,302 (net of accumulated depreciation/amortization). This investment in capital assets includes items, such as land, buildings and improvements, machinery and equipment, park facilities, roads, highways, and bridges. 2024 2023 2024 2023 2024 2023 Land 35,016,051$ 34,311,351$ –$ –$ 35,016,051$ 34,311,351$ Utility access agreement – – 2,499,970 2,499,970 2,499,970 2,499,970 Easements 56,152,920 56,152,920 218,912 218,912 56,371,832 56,371,832 Construction in progress 9,052,106 16,010,957 719,749 54,625 9,771,855 16,065,582 Land improvements 716,947 782,146 22,034 26,421 738,981 808,567 Machinery and equipment 3,227,605 3,216,610 780,435 870,336 4,008,040 4,086,946 Vehicles 2,488,171 2,389,626 393,696 424,739 2,881,867 2,814,365 Infrastructure 68,450,401 59,697,281 74,025,184 71,818,633 142,475,585 131,515,914 Technology subscriptions 309,121 431,573 – – 309,121 431,573 Total 175,413,322$ 172,992,464$ 78,659,980$ 75,913,636$ 254,073,302$ 248,906,100$ Table 3 Capital Assets (Net of Depreciation/Amortization) TotalBusiness-Type ActivitiesGovernmental Activities Additional information on the City’s capital assets can be found in Note 4 of the notes to basic financial statements. -14- Long-Term Liabilities – At the end of the current fiscal year, the City had total long-term liabilities of $39,213,912. This amount includes debt backed by the full faith and credit of the City. The City’s total long-term liabilities decreased during the current fiscal year, due to scheduled payments on debt obligations and energy loans payable and changes in the net pension liability previously discussed. 2024 2023 2024 2023 2024 2023 G.O. bonds 12,150,000$ 13,875,000$ –$ –$ 12,150,000$ 13,875,000$ G.O. special assessment bonds 7,830,000 7,910,000 – – 7,830,000 7,910,000 G.O. tax increment bonds – 30,000 – – – 30,000 G.O. revenue bonds 4,010,000 4,505,000 2,350,000 1,440,000 6,360,000 5,945,000 Premium (discount) on bonds payable 1,919,978 2,186,515 187,600 160,166 2,107,578 2,346,681 Energy loan payable 148,731 441,532 – – 148,731 441,532 Compensated absences payable 1,664,718 1,141,513 225,891 209,648 1,890,609 1,351,161 Subscription liabilities 285,857 417,549 – – 285,857 417,549 Total OPEB obligation 849,713 819,675 136,338 148,527 986,051 968,202 Net pension liability – GERF and PEPFF 6,840,379 8,397,473 614,707 1,071,703 7,455,086 9,469,176 Total 35,699,376$ 39,724,257$ 3,514,536$ 3,030,044$ 39,213,912$ 42,754,301$ Table 4 Long-Term Liabilities TotalGovernmental Activities Business-Type Activities 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 $5,485,388,057, which calculates to a debt limit of $164,561,642. 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 $12,150,000 of general obligation debt outstanding, leaving a debt limit of $152,411,642. Additional information on the City’s long-term debt can be found in Note 6 of the notes to basic financial statements. ECONOMIC FACTORS AND NEXT YEAR’S BUDGETS AND RATES • The City adopted a General Fund operating budget of $22,168,668 for expenditures and other financing uses for fiscal 2025, an increase of $806,290, or 3.8 percent, from the 2024 final budget. Fiscal 2025 expenditures include a new fire marshal and an increase in police officer and sergeant wages based on 2025 labor agreements with the Law Enforcement Labor Services officer and sergeant union. • The City’s local tax capacity increased 3.7 percent for property taxes payable in 2024. -15- • Although detached single-family residential construction activity was slower in 2024 than in recent years due to a low vacant lot inventory, the City continues to grow. The City issued 51 single-family detached building permits in 2024, compared to an average of 114 single-family permits over the previous 10 years. • Over the past five years (2020–2024) the City has issued 522 single-family home permits. • Since 2005, the City has consistently ranked in the top 25 in the Twin Cities metro area in total number of residential units and in the top 15 in total single-family residential units. (Source: Metropolitan Council, Community Profile, Building Permits, Residential, Twin Cities Region (7-county metro area).) • Since 2016, the City has issued permits for seven multi-family residential buildings, with a total of 637 units. Two additional multi-family residential buildings totaling 154 units are anticipated in 2025. • Total building permit valuation (new and addition/alteration) had remained consistent over the past five years (2020–2024), averaging $76.2 million per year. The total building permit valuation in 2024 was $95.9 million. • Commercial building permit valuation (new and addition/alteration) had an average annual valuation of $10.6 million over the past five years (2020–2024). The total commercial building permit valuation in 2024 was $14.9 million. • The City and Spring Lake Township entered into a new Orderly Annexation Agreement in September 2024, which includes 1,900 acres of land for future residential and commercial/industrial development. Continued staged development of land within the City and areas to be annexed under the orderly annexation agreement with Spring Lake Township will provide most of the City’s anticipated market value growth over the course of the next 10 to 15 years. • To meet the City’s water needs as it continues to grow, the City entered into a Water Purchase and Facility Expansion Agreement with the Shakopee Mdewakanton Sioux Community. The plant can supply additional water to the City and will have future expansion available to meet the City’s long-term needs. This approach provides the City with the flexibility to evaluate the pace and timing of development in the Orderly Annexation Area before a substantial investment is needed to construct the expansion of the water treatment plant. The initial improvements, combined with the long-term water purchase agreement, could provide the City with enough water capacity for the next 15 to 20 years, depending on the rate of development. • Economic indicators, including a slowdown in residential construction and inflationary impacts, will be evaluated and incorporated in future budget cycles. Staffing represents 72 percent of the City’s General Fund annual budget. A one-year labor agreement is in place for 2025. Negotiations for the next labor cycle are anticipated to occur during the fall of 2025. 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. -16- Objective 1: Aa2 Bond Rating Maintain or improve current Aa2 Bond Rating – Strong credit rating by Moody’s Investors Service (Moody’s), provides low-cost financing for the City’s general obligation bonds. In April 2010, Moody’s 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 2015 bond issuances. The City also received an initial bond rating of AA+ from Standard & Poors (S&P) in 2015. The AA+ bond rating was reaffirmed with the 2016, 2017, 2018, 2019, 2021, and 2022 bond issuance. The City received a bond rating grade to AAA from S&P in 2023. Moody’s upgraded the City’s bond rating to Aa1 in 2024. Moody’s S&P 2010 Aa2 2011 Aa2 2012 Aa2 2013 Aa2 2014 Aa2 2015 Aa2 AA+ 2016 AA+ 2017 AA+ 2018 AA+ 2019 AA+ 2020 N/A 2021 AA+ 2022 AA+ 2023 AAA 2024 Aa1 AAA -17- Objective 2: General Fund Reserve Balance Maintain a 40 to 50 percent General Fund reserve balance – The Office of the State Auditor recommends a reserve balance between 35 to 50 percent 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 would strive to maintain an unrestricted General Fund balance (which includes committed, assigned , and unassigned classifications) within a range from 40 to 50 percent of projected expenditures for the subsequent year. $15,077,717 $16,585,887 $18,810,399 $21,046,603 $22,168,668 63%67% 52%56% 61% $– $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 2020 2021 2022 2023 2024 Subsequent Year’s Budgeted Expenditures Actual Fund Balance -18- 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 (EDA). Beginning in 2021, the EDA tax capacity rate is shown separately and no longer a component of the City’s tax capacity rate. 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. Economic Seven-County City of Development Year Metro Area Prior Lake Authority 2019 41.43 33.02 N/A 2020 40.87 32.50 N/A 2021 39.35 30.27 0.84 2022 41.19 30.47 0.74 2023 48.60 28.11 0.62 2024 50.04 30.30 0.63 Average Tax Capacity Rate N/A – Not Applicable Source: League of Minnesota Cities -19- 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 and growth over time. This chart reflects community growth and the cost of inflation using the Minneapolis-St. Paul Consumer Price Index (CPI). $1,000 $1,050 $1,100 $1,150 $1,200 $1,250 $1,300 $1,350 $1,400 $1,450 $1,500 $1,550 $1,600 $1,650 $1,700 $1,750 $1,800 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Property Tax Levy Per Household Property Tax Levy/HH Expected Property Tax Levy/HH The increase in the property tax levy per household from 2024 to 2025 is primarily due to the additional funding for public safety. -20- 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. $1,150 $1,200 $1,250 $1,300 $1,350 $1,400 $1,450 $1,500 $1,550 $1,600 $1,650 $1,700 $1,750 $1,800 $1,850 $1,900 $1,950 $2,000 $2,050 $2,100 $2,150 $2,200 $2,250 $2,300 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 General Fund Total Operating Expenditures Per Household Expected Operating Expenditures/HH Operating Expenditures/HH As reflected in the chart above, the 2025 operating expenditures per household continues to be less than the level which reflects the cost of inflation and growth. REQUESTS FOR INFORMATION These financial statements are designed to provide a general overview of the City’s finances for all those with an interest in the City’s finances. Questions concerning any of the information provided in this report, or requests for additional financial information should be addressed to the office of the City’s Finance Director at the City of Prior Lake, 4646 Dakota Street Southeast, Prior Lake, Minnesota 55372-1714. BASIC FINANCIAL STATEMENTS THIS PAGE INTENTIONALLY LEFT BLANK Governmental Business-Type Activities Activities Total Assets Cash and investments 36,110,812$ 18,984,584$ 55,095,396$ Receivables Delinquent taxes 186,087 – 186,087 Accounts 563,609 1,532,366 2,095,975 Leases 2,578,337 – 2,578,337 Special assessments 2,878,027 107,445 2,985,472 Due from other governmental agencies 872,352 4,431 876,783 Restricted assets – temporarily restricted Cash and investments held in escrow 31,365 – 31,365 Assets held for resale 1,315,577 – 1,315,577 Net pension asset – fire relief 1,291,092 – 1,291,092 Capital assets not being depreciated/amortized 100,221,077 3,438,631 103,659,708 Capital assets net of accumulated depreciation/amortization 75,192,245 75,221,349 150,413,594 Total assets 221,240,580 99,288,806 320,529,386 Deferred outflows of resources Pension plan deferments – GERF and PEPFF 7,926,556 151,043 8,077,599 Pension plan deferments – fire relief 719,456 – 719,456 OPEB plan deferments 167,321 26,847 194,168 Total deferred outflows of resources 8,813,333 177,890 8,991,223 Total assets and deferred outflows of resources 230,053,913$ 99,466,696$ 329,520,609$ Liabilities Accounts and contracts payable 1,361,240$ 507,456$ 1,868,696$ Accrued salaries and employee benefits payable 509,330 81,449 590,779 Due to other governmental agencies 198,957 91,271 290,228 Deposits payable 563,349 1,575 564,924 Accrued interest payable 64,252 21,031 85,283 Unearned revenue 154,554 – 154,554 Total OPEB liability Due within one year 68,290 11,794 80,084 Due in more than one year 781,423 124,544 905,967 Net pension liability GERF and PEPFF – due in more than one year 6,840,379 614,707 7,455,086 Bonds, energy loans, subscription liabilities, and compensated absences payable Due within one year 4,953,194 353,767 5,306,961 Due in more than one year 23,056,090 2,409,724 25,465,814 Total liabilities 38,551,058 4,217,318 42,768,376 Deferred inflows of resources Lease revenue for subsequent years 2,392,011 – 2,392,011 State aid for subsequent years 1,474,933 – 1,474,933 Pension plan deferments – GERF and PEPFF 8,834,859 481,595 9,316,454 Pension plan deferments – fire relief 472,150 – 472,150 OPEB plan deferments 178,355 28,618 206,973 Total deferred inflows of resources 13,352,308 510,213 13,862,521 Net position Net investment in capital assets 149,536,208 76,823,473 226,359,681 Restricted for debt service 5,231,550 – 5,231,550 Restricted for net pension asset 1,291,092 – 1,291,092 Restricted for capital improvements 2,326,380 – 2,326,380 Restricted for development 1,866,721 – 1,866,721 Restricted for other purposes 2,000,586 – 2,000,586 Unrestricted 15,898,010 17,915,692 33,813,702 Total net position 178,150,547 94,739,165 272,889,712 Total liabilities, deferred inflows of resources, and net position 230,053,913$ 99,466,696$ 329,520,609$ CITY OF PRIOR LAKE Statement of Net Position as of December 31, 2024 See notes to basic financial statements -21- Program Revenues Operating Capital Charges for Grants and Grants and Functions/Programs Expenses Services Contributions Contributions Governmental activities General government 4,744,079$ 725,323$ 203,106$ –$ Public safety 11,342,029 1,375,785 2,865,388 – Public works 6,632,534 21,919 642,796 5,490,691 Culture and recreation 3,321,497 517,195 31,310 500,786 Economic development 1,376,697 27,867 3,257 – Interest on long-term debt 666,504 – – – Total governmental activities 28,083,340 2,668,089 3,745,857 5,991,477 Business-type activities Water 3,806,405 4,976,415 21,166 6,248 Sewer 4,160,496 5,116,182 9,919 4,911 Water quality 818,296 1,628,444 41,061 (6,572) Total business-type activities 8,785,197 11,721,041 72,146 4,587 Total 36,868,537$ 14,389,130$ 3,818,003$ 5,996,064$ General revenues Taxes Property taxes, levied for general purposes Property taxes, levied for debt service Tax increments Franchise taxes Investment income Miscellaneous Gain on sale of assets Transfers Total general revenues and transfers Change in net position Net position Beginning of year End of year CITY OF PRIOR LAKE Statement of Activities Year Ended December 31, 2024 See notes to basic financial statements -22- Governmental Business-Type Activities Activities Total (3,815,650)$ –$ (3,815,650)$ (7,100,856) – (7,100,856) (477,128) – (477,128) (2,272,206) – (2,272,206) (1,345,573) – (1,345,573) (666,504) – (666,504) (15,677,917) – (15,677,917) – 1,197,424 1,197,424 – 970,516 970,516 – 844,637 844,637 – 3,012,577 3,012,577 (15,677,917) 3,012,577 (12,665,340) 15,837,423 – 15,837,423 3,188,595 – 3,188,595 669,264 – 669,264 1,640,516 – 1,640,516 1,686,246 693,818 2,380,064 774,285 21,185 795,470 299,790 – 299,790 (1,651,656) 1,651,656 – 22,444,463 2,366,659 24,811,122 6,766,546 5,379,236 12,145,782 171,384,001 89,359,929 260,743,930 178,150,547$ 94,739,165$ 272,889,712$ Changes in Net Position Net (Expense) Revenues and -23- THIS PAGE INTENTIONALLY LEFT BLANK FUND FINANCIAL STATEMENTS Formerly Nonmajor Permanent Debt Improvement General Service Construction Revolving Assets Cash and investments 14,098,872$ 3,159,010$ 3,023,456$ 807,184$ Cash and investments held in escrow – – – – Receivables Delinquent taxes 182,795 – – – Accounts 182,730 15,311 22,654 280,137 Lease 2,546,401 – – – Special assessments Delinquent – 13,656 3,099 – Deferred 10,268 2,075,689 24,210 748,417 Due from other governmental agencies 517,198 34,017 282,000 24,108 Due from other funds 2,688 – – – Assets held for resale – – – – Total assets 17,540,952$ 5,297,683$ 3,355,419$ 1,859,846$ Liabilities Accounts and contracts payable 295,565$ 1,881$ 559,591$ 109,883$ Accrued salaries and employee benefits payable 504,107 – – – Due to other governmental agencies 198,190 – – – Due to other funds 2,688 – – – Deposits payable 477,888 – – – Unearned revenue 99,018 – – – Total liabilities 1,577,456 1,881 559,591 109,883 Deferred inflows of resources Lease revenue for subsequent years 2,359,373 – – – State aid for subsequent years – – 1,569,701 – Unavailable revenue from delinquent taxes 182,795 – – – Unavailable revenue from special assessments 9,759 2,089,345 27,309 748,417 Total deferred inflows of resources 2,551,927 2,089,345 1,597,010 748,417 Fund balances Restricted – 3,206,457 467,452 – Assigned 522,771 – 731,366 1,001,546 Unassigned 12,888,798 – – – Total fund balances 13,411,569 3,206,457 1,198,818 1,001,546 Total liabilities, deferred inflows of resources, and fund balances 17,540,952$ 5,297,683$ 3,355,419$ 1,859,846$ Capital Projects Funds CITY OF PRIOR LAKE Balance Sheet Governmental Funds as of December 31, 2024 See notes to basic financial statements -24- Nonmajor Total Governmental Governmental Funds Funds 14,144,658$ 35,233,180$ 31,365 31,365 3,292 186,087 58,288 559,120 31,936 2,578,337 – 16,755 2,688 2,861,272 15,029 872,352 – 2,688 1,315,577 1,315,577 15,602,833$ 43,656,733$ 394,320$ 1,361,240$ 5,223 509,330 767 198,957 – 2,688 85,461 563,349 55,536 154,554 541,307 2,790,118 32,638 2,392,011 – 1,569,701 3,292 186,087 2,688 2,877,518 38,618 7,025,317 5,439,290 9,113,199 9,583,618 11,839,301 – 12,888,798 15,022,908 33,841,298 15,602,833$ 43,656,733$ -25- THIS PAGE INTENTIONALLY LEFT BLANK 33,841,298$ Capital assets are included in net position,but are excluded from fund balances because they do not represent financial resources. Cost of capital assets 265,930,497 Less accumulated depreciation/amortization (90,517,175) Net pension assets are included in net position,but are excluded from fund balances because they do not represent financial resources.1,291,092 Long-term liabilities are included in net position,but are excluded from fund balances until due and payable. Bond principal payable (23,990,000) Energy loan payable (148,731) Total OPEB liability (849,713) Net pension liability – GERF and PEPFF (6,840,379) Subscription liabilities (285,857) 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.(1,919,978) Accrued interest payable on long-term debt is included in net position,but is excluded from fund balances until due and payable.(64,252) 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.(782,597) The recognition of certain revenues and expenses/expenditures differ between the full accrual governmental activities financial statements and the modified accrual governmental fund financial statements. State aid 94,768 Delinquent taxes 186,087 Special assessments 2,877,518 Deferred outflows of resources – GERF and PEPFF pension plans 7,926,556 Deferred outflows of resources – fire relief pension plan 719,456 Deferred outflows of resources – OPEB 167,321 Deferred inflows of resources – GERF and PEPFF pension plans (8,834,859) Deferred inflows of resources – fire relief pension plan (472,150) Deferred inflows of resources – OPEB (178,355) Total net position – governmental activities 178,150,547$ Amounts reported for governmental activities in the Statement of Net Position are different because: as of December 31, 2024 CITY OF PRIOR LAKE Reconciliation of the Balance Sheet to the Statement of Net Position Governmental Funds Total fund balances – governmental funds See notes to basic financial statements -26- Formerly Nonmajor Permanent Debt Improvement General Service Construction Revolving Revenues Taxes 13,950,980$ 3,187,883$ –$ –$ Franchise taxes 543,869 – – 1,096,647 Special assessments 5,057 1,733,818 6,198 981,717 Licenses and permits 868,936 – – – Intergovernmental 3,586,085 – 1,192,300 23,573 Charges for services 1,511,428 – – – Fines and forfeits 103,766 – – – Investment income 692,555 143,719 170,313 49,832 Miscellaneous 613,956 17,000 – – Total revenues 21,876,632 5,082,420 1,368,811 2,151,769 Expenditures Current General government 4,084,901 – – – Public safety 10,642,427 – – – Public works 2,657,086 – – – Culture and recreation 2,602,420 – – – Economic development – – – – Capital outlay 116,471 – 2,329,447 5,298,444 Debt service Principal – 4,202,801 – – Interest and other – 973,206 – 46,531 Total expenditures 20,103,305 5,176,007 2,329,447 5,344,975 Excess (deficiency) of revenues over expenditures 1,773,327 (93,587) (960,636) (3,193,206) Other financing sources (uses) Bonds issued – – – 1,580,000 Premium on bonds issued – – – 106,507 Transfers in 876,400 968,114 706,702 615,441 Transfers out (248,488) (2,125) (345,344) (94,590) Sale of capital assets 5,086 – – – Total other financing sources (uses)632,998 965,989 361,358 2,207,358 Net change in fund balances 2,406,325 872,402 (599,278) (985,848) Fund balances Beginning of year, as previously reported 11,005,244 2,334,055 1,798,096 – Change within financial reporting entity (nonmajor to major fund)– – – 1,987,394 Beginning of year, restated 11,005,244 2,334,055 1,798,096 1,987,394 End of year 13,411,569$ 3,206,457$ 1,198,818$ 1,001,546$ Capital Projects Funds CITY OF PRIOR LAKE Statement of Revenues, Expenditures, and Changes in Fund Balances Governmental Funds Year Ended December 31, 2024 See notes to basic financial statements -27- Nonmajor Total Governmental Governmental Funds Funds 2,515,591$ 19,654,454$ – 1,640,516 787 2,727,577 – 868,936 621,449 5,423,407 814,503 2,325,931 – 103,766 596,472 1,652,891 102,000 732,956 4,650,802 35,130,434 187,187 4,272,088 16,441 10,658,868 – 2,657,086 9,590 2,612,010 186,360 186,360 4,647,007 12,391,369 – 4,202,801 – 1,019,737 5,046,585 38,000,319 (395,783) (2,869,885) – 1,580,000 – 106,507 424,000 3,590,657 (1,051,724) (1,742,271) 294,704 299,790 (333,020) 3,834,683 (728,803) 964,798 17,739,105 32,876,500 (1,987,394) – 15,751,711 32,876,500 15,022,908$ 33,841,298$ -28- THIS PAGE INTENTIONALLY LEFT BLANK 964,798$ Capital outlays are recorded in net position and the cost is allocated over their estimated useful lives as depreciation/amortization expense;however,fund balances are reduced for the full cost of capital outlays at the time of purchase. Capital outlay 10,605,415 Depreciation/amortization expense (5,385,236) Contributed capital asset 704,700 Capital contributions to enterprise funds (3,500,042) 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.(3,979) Net pension assets are only recorded in the government-wide financial statements,as they are not current financial resources to governmental funds.433,271 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.Repayment of long-term debt does not affect the change in net position; however, it reduces fund balances. Debt issued (1,580,000) Premium on debt issued (106,507) Principal repayments 4,202,801 Subscription liability payments 131,692 Certain expenses are included in the change in net position,but do not require the use of current funds,and are not included in the change in fund balances. Total OPEB liability (30,038) Net pension liability – GERF and PEPFF 1,557,094 Interest on long-term debt is included in the change in net position as it accrues,regardless of when the payment is due; however, it is included in the change in fund balances when due.(19,811) 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. 373,044 Internal service funds are used by management to charge certain costs to individual funds.The net revenue (expense)of certain activities of the internal service funds is reported with governmental activities in the government-wide financial statements.(389,297) The recognition of certain revenues and expenses/expenditures differ between the full accrual governmental activities financial statements and the modified accrual governmental fund financial statements. State aid 11,422 Delinquent property taxes 40,828 Special assessments 296,470 Deferred outflows of resources – GERF and PEPFF pension plans (915,858) Deferred outflows of resources – fire relief pension plan (114,085) Deferred outflows of resources – OPEB (17,319) Deferred inflows of resources – GERF and PEPFF pension plans (517,779) Deferred inflows of resources – fire relief pension plan (8,671) Deferred inflows of resources – OPEB 33,633 6,766,546$ Change in net position – governmental activities CITY OF PRIOR LAKE Year Ended December 31, 2024 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 See notes to basic financial statements -29- THIS PAGE INTENTIONALLY LEFT BLANK Actual Variance With Original Final Amounts Final Budget Revenues Taxes Property taxes 14,047,266$ 14,047,266$ 13,950,980$ (96,286)$ Franchise taxes 559,000 559,000 543,869 (15,131) Special assessments 4,000 4,000 5,057 1,057 Licenses and permits 617,238 617,238 868,936 251,698 Intergovernmental 3,348,632 3,348,632 3,586,085 237,453 Charges for services 1,328,267 1,328,267 1,511,428 183,161 Fines and forfeits – – 103,766 103,766 Investment income 160,000 160,000 692,555 532,555 Miscellaneous 129,800 129,800 613,956 484,156 Total revenues 20,194,203 20,194,203 21,876,632 1,682,429 Expenditures Current General government 4,404,927 4,409,566 4,084,901 (324,665) Public safety Police 7,119,892 7,213,327 6,988,597 (224,730) Fire and rescue 2,749,058 2,749,058 2,759,232 10,174 Other 913,492 913,492 894,598 (18,894) Public works 2,847,321 2,937,321 2,657,086 (280,235) Culture and recreation 2,626,785 2,666,785 2,602,420 (64,365) Capital outlay 136,640 224,341 116,471 (107,870) Total expenditures 20,798,115 21,113,890 20,103,305 (1,010,585) Excess (deficiency) of revenues over expenditures (603,912) (919,687) 1,773,327 2,693,014 Other financing sources (uses) Transfers in 852,400 852,400 876,400 24,000 Transfers out (248,488) (248,488) (248,488) – Sale of assets – – 5,086 5,086 Total other financing sources (uses)603,912 603,912 632,998 29,086 Net change in fund balances –$ (315,775)$ 2,406,325 2,722,100$ Fund balances Beginning of year 11,005,244 End of year 13,411,569$ CITY OF PRIOR LAKE Budgeted Amounts Year Ended December 31, 2024 General Fund Statement of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual See notes to basic financial statements -30- 2024 2023 2024 2023 Current assets Cash and investments 9,692,062$ 8,282,496$ 5,120,355$ 4,472,264$ Receivables Accounts 545,183 498,878 723,878 619,348 Special assessments Delinquent 48,657 34,853 49,112 36,177 Deferred 150 300 – – Due from other governmental agencies 3,660 3,120 771 179 Total current assets 10,289,712 8,819,647 5,894,116 5,127,968 Noncurrent assets Capital assets not being depreciated/amortized 2,689,488 2,575,270 94,106 54,625 Depreciable/amortizable capital assets 58,510,807 56,617,188 40,691,472 39,060,741 Accumulated depreciation/amortization (16,039,305) (14,956,985) (11,612,718) (10,944,470) Total noncurrent assets 45,160,990 44,235,473 29,172,860 28,170,896 Total assets 55,450,702 53,055,120 35,066,976 33,298,864 Deferred outflows of resources Pension plan deferments – GERF 82,755 165,026 52,185 110,988 OPEB plan deferments 14,598 17,064 9,315 11,943 Total deferred outflows of resources 97,353 182,090 61,500 122,931 Total assets and deferred outflows of resources 55,548,055$ 53,237,210$ 35,128,476$ 33,421,795$ Current liabilities Accounts and contracts payable 29,081$ 84,008$ 416,641$ 176,501$ Accrued salaries and employee benefits payable 46,305 32,403 29,081 29,289 Due to other governmental agencies 86,757 82,228 2,429 4,284 Deposits payable 1,575 7,993 – – Accrued interest payable 1,300 1,540 1,300 1,540 Current portion of total OPEB liability 6,066 6,066 4,245 4,245 Current portion of compensated absences payable 32,272 40,033 21,475 27,888 Current portion of bonds payable 135,000 135,000 135,000 135,000 Total current liabilities 338,356 389,271 610,171 378,747 Noncurrent liabilities Compensated absences payable 98,767 84,304 50,651 50,852 Bonds premium (discount)63,923 80,083 63,923 80,083 Bonds payable 450,000 585,000 450,000 585,000 Net pension liability – GERF 336,793 558,553 212,380 375,653 Total OPEB liability 68,067 69,688 43,061 48,774 Total noncurrent liabilities 1,017,550 1,377,628 820,015 1,140,362 Total liabilities 1,355,906 1,766,899 1,430,186 1,519,109 Deferred inflows of resources Pension plan deferments – GERF 263,862 179,272 166,390 120,569 OPEB plan deferments 15,561 19,592 9,930 13,712 Total deferred inflows of resources 279,423 198,864 176,320 134,281 Net position Net investment in capital assets 44,512,067 43,435,390 28,523,937 27,370,813 Unrestricted 9,400,659 7,836,057 4,998,033 4,397,592 Total net position 53,912,726 51,271,447 33,521,970 31,768,405 Total liabilities, deferred inflows of resources, and net position 55,548,055$ 53,237,210$ 35,128,476$ 33,421,795$ CITY OF PRIOR LAKE Statement of Net Position Proprietary Funds as of December 31, 2024 Business-Type Activities – Enterprise Funds Water Sewer (With Partial Comparative Information as of December 31, 2023) See notes to basic financial statements -31- Governmental Activities – Internal Service 2024 2023 2024 2023 Funds 4,172,167$ 2,928,569$ 18,984,584$ 15,683,329$ 877,632$ 263,305 203,303 1,532,366 1,321,529 4,489 9,526 6,572 107,295 77,602 – – – 150 300 – – – 4,431 3,299 – 4,444,998 3,138,444 20,628,826 17,086,059 882,121 655,037 143,612 3,438,631 2,773,507 – 4,991,928 4,577,416 104,194,207 100,255,345 – (1,320,835) (1,213,761) (28,972,858) (27,115,216) – 4,326,130 3,507,267 78,659,980 75,913,636 – 8,771,128 6,645,711 99,288,806 92,999,695 882,121 16,103 40,624 151,043 316,638 – 2,934 4,450 26,847 33,457 – 19,037 45,074 177,890 350,095 – 8,790,165$ 6,690,785$ 99,466,696$ 93,349,790$ 882,121$ 61,734$ 146,698$ 507,456$ 407,207$ –$ 6,063 8,238 81,449 69,930 – 2,085 2,710 91,271 89,222 – – – 1,575 7,993 – 18,431 – 21,031 3,080 – 1,483 1,483 11,794 11,794 – 10,020 2,916 63,767 70,837 548,491 20,000 – 290,000 270,000 – 119,816 162,045 1,068,343 930,063 548,491 12,706 3,655 162,124 138,811 1,116,227 59,754 – 187,600 160,166 – 1,160,000 – 2,060,000 1,170,000 – 65,534 137,497 614,707 1,071,703 – 13,416 18,271 124,544 136,733 – 1,311,410 159,423 3,148,975 2,677,413 1,116,227 1,431,226 321,468 4,217,318 3,607,476 1,664,718 51,343 44,131 481,595 343,972 – 3,127 5,109 28,618 38,413 – 54,470 49,240 510,213 382,385 – 3,787,469 3,507,267 76,823,473 74,313,470 – 3,517,000 2,812,810 17,915,692 15,046,459 (782,597) 7,304,469 6,320,077 94,739,165 89,359,929 (782,597) 8,790,165$ 6,690,785$ 99,466,696$ 93,349,790$ 882,121$ Water Quality Totals -32- 2024 2023 2024 2023 Operating revenues Sewer charges –$ –$ 3,909,836$ 3,548,689$ Water charges 3,525,016 4,682,735 – – Storm water charges – – – – Base fees 1,389,992 1,314,590 1,206,346 1,140,769 Meter sales 61,407 66,262 – – Charges for services – – – – Miscellaneous/other – – – – Total operating revenues 4,976,415 6,063,587 5,116,182 4,689,458 Operating expenses Personal services 1,043,398 1,149,241 655,407 670,526 Supplies 422,363 372,929 89,879 61,551 Repairs and maintenance 279,045 593,495 362,870 76,355 Other services and charges 155,715 179,591 127,091 131,492 Insurance 7,514 6,717 8,576 7,539 Utilities 793,367 995,819 72,154 79,813 Disposal charges – – 2,055,457 1,931,514 Miscellaneous 4,433 4,592 – 279 Depreciation/amortization 1,082,320 1,059,317 770,812 730,684 Total operating expenses 3,788,155 4,361,701 4,142,246 3,689,753 Operating income (loss)1,188,260 1,701,886 973,936 999,705 Nonoperating revenues (expenses) Intergovernmental 21,166 86 9,919 61,762 Investment income 355,389 358,376 177,775 195,576 Interest expense (18,250) (19,242) (18,250) (19,242) Gain (loss) on sale of assets – – – (94,246) Miscellaneous 14,935 18,374 6,250 5,100 Total nonoperating revenues (expenses)373,240 357,594 175,694 148,950 Income before contributions and transfers 1,561,500 2,059,480 1,149,630 1,148,655 Special assessments (payback)6,248 3,714 – – Capital grants – – 4,911 2,890 Capital contributions from other funds 1,856,220 768,036 1,229,310 541,136 Transfers in 257,313 163,937 88,032 78,197 Transfers out (1,040,002) (1,659,590) (718,318) (744,828) Change in net position 2,641,279 1,335,577 1,753,565 1,026,050 Net position Beginning of year 51,271,447 49,935,870 31,768,405 30,742,355 End of year 53,912,726$ 51,271,447$ 33,521,970$ 31,768,405$ Business-Type Activities – Enterprise Funds CITY OF PRIOR LAKE Statement of Revenues, Expenses, and Changes in Net Position Proprietary Funds Year Ended December 31, 2024 Water Sewer (With Partial Comparative Information for the Year Ended December 31, 2023) See notes to basic financial statements -33- Governmental Activities – Internal Service 2024 2023 2024 2023 Funds –$ –$ 3,909,836$ 3,548,689$ –$ – – 3,525,016 4,682,735 – 1,628,444 1,413,198 1,628,444 1,413,198 – – – 2,596,338 2,455,359 – – – 61,407 66,262 – – – – – 59,195 – – – – 41,358 1,628,444 1,413,198 11,721,041 12,166,243 100,553 198,984 193,742 1,897,789 2,013,509 523,205 36,097 30,881 548,339 465,361 – 306,278 434,091 948,193 1,103,941 – 117,802 53,257 400,608 364,340 – 127 92 16,217 14,348 – – – 865,521 1,075,632 – – – 2,055,457 1,931,514 – – – 4,433 4,871 – 107,074 107,388 1,960,206 1,897,389 – 766,362 819,451 8,696,763 8,870,905 523,205 862,082 593,747 3,024,278 3,295,338 (422,652) 41,061 27,017 72,146 88,865 – 160,654 124,318 693,818 678,270 33,355 (51,934) – (88,434) (38,484) – – – – (94,246) – – 17,414 21,185 40,888 – 149,781 168,749 698,715 675,293 33,355 1,011,863 762,496 3,722,993 3,970,631 (389,297) (6,572) (3,994) (324) (280) – – – 4,911 2,890 – 414,512 420,111 3,500,042 1,729,283 – 2,395 – 347,740 242,134 – (437,806) (110,000) (2,196,126) (2,514,418) – 984,392 1,068,613 5,379,236 3,430,240 (389,297) 6,320,077 5,251,464 89,359,929 85,929,689 (393,300) 7,304,469$ 6,320,077$ 94,739,165$ 89,359,929$ (782,597)$ Water Quality Totals -34- 2024 2023 2024 2023 Cash flows from operating activities Cash received from customers 4,909,498$ 6,045,053$ 4,998,125$ 4,686,144$ Cash payments to suppliers (1,712,835) (2,166,337) (2,477,742) (2,142,014) Cash payments to employees (1,080,879) (1,023,429) (727,745) (727,475) Miscellaneous/other revenue 14,935 18,374 6,250 5,100 Net cash flows from operating activities 2,130,719 2,873,661 1,798,888 1,821,755 Cash flows from noncapital financing activities Intergovernmental revenue 21,166 86 9,919 61,762 Transfers in (out)(782,689) (1,495,653) (630,286) (666,631) Net cash flows from noncapital financing activities (761,523) (1,495,567) (620,367) (604,869) Cash flows from capital and related financing activities Special assessments 6,248 3,714 – – Capital grants – – 4,911 2,890 Acquisition of capital assets (151,617) (49,573) (543,466) (752,678) Bonds issued – – – – Premium on bonds issued – – – – Payments on bonds payable (135,000) (130,000) (135,000) (130,000) Interest paid on long-term debt (34,650) (39,850) (34,650) (39,850) Net cash flows from capital and related financing activities (315,019) (215,709) (708,205) (919,638) Cash flows from investing activities Interest received 355,389 358,376 177,775 195,576 Net increase (decrease) in cash and cash equivalents 1,409,566 1,520,761 648,091 492,824 Cash and cash equivalents, January 1 8,282,496 6,761,735 4,472,264 3,979,440 Cash and cash equivalents, December 31 9,692,062$ 8,282,496$ 5,120,355$ 4,472,264$ Business-Type Activities – Enterprise Funds CITY OF PRIOR LAKE Statement of Cash Flows Proprietary Funds Year Ended December 31, 2024 (With Partial Comparative Information for the Year Ended December 31, 2023) Water Sewer See notes to basic financial statements -35- Governmental Activities – Internal Service 2024 2023 2024 2023 Funds 1,565,488$ 1,386,107$ 11,473,111$ 12,117,304$ 58,762$ (545,893) (386,098) (4,736,470) (4,694,449) – (230,555) (264,862) (2,039,179) (2,015,766) – – 17,414 21,185 40,888 41,224 789,040 752,561 4,718,647 5,447,977 99,986 41,061 27,017 72,146 88,865 – (435,411) (110,000) (1,848,386) (2,272,284) – (394,350) (82,983) (1,776,240) (2,183,419) – (6,572) (3,994) (324) (280) – – – 4,911 2,890 – (511,425) (1) (1,206,508) (802,252) – 1,180,000 – 1,180,000 – – 61,001 – 61,001 – – – – (270,000) (260,000) – (34,750) – (104,050) (79,700) – 688,254 (3,995) (334,970) (1,139,342) – 160,654 124,318 693,818 678,270 33,355 1,243,598 789,901 3,301,255 2,803,486 133,341 2,928,569 2,138,668 15,683,329 12,879,843 744,291 4,172,167$ 2,928,569$ 18,984,584$ 15,683,329$ 877,632$ TotalsWater Quality -36-(continued) 2024 2023 2024 2023 Reconciliation of operating income to net cash flows from operating activities Operating income (loss)1,188,260$ 1,701,886$ 973,936$ 999,705$ Adjustments to reconcile operating income (loss) to net cash flows from operating activities Depreciation/amortization 1,082,320 1,059,317 770,812 730,684 Miscellaneous/other revenue 14,935 18,374 6,250 5,100 (Increase) decrease in assets and deferred outflows of resources Accounts receivable (46,305) (19,967) (104,530) (1,783) Special assessments receivable (13,654) (710) (12,935) (1,498) Due from other governments (540) 643 (592) (33) Deferred outflows of resources – GERF 82,271 32,023 58,803 81,109 Deferred outflows of resources – OPEB 2,466 (3,774) 2,628 641 Increase (decrease) in liabilities and deferred inflows of resources Accounts and contracts payable (54,927) (11,116) 240,140 146,128 Accrued salaries and employee benefits payable 13,902 (12,234) (208) 2,717 Due to other governmental agencies 4,529 (2,078) (1,855) 401 Deposits payable (6,418) 1,500 – – Compensated absences payable 6,702 14,085 (6,614) 12,154 Net pension liability – GERF (221,760) (83,755) (163,273) (250,511) Total OPEB liability (1,621) (2,950) (5,713) (21,503) Deferred inflows of resources – GERF 84,590 169,861 45,821 111,394 Deferred inflows of resources – OPEB (4,031) 12,556 (3,782) 7,050 Net cash flows from operating activities 2,130,719$ 2,873,661$ 1,798,888$ 1,821,755$ Schedule of noncash activities from capital and related financing activities Capital assets contributed from other funds 1,856,220$ 768,036$ 1,229,310$ 541,136$ Trade-in of capital asset –$ –$ 135,957$ –$ Amortization of premium (discount)16,160$ 20,488$ 16,160$ 20,488$ Business-Type Activities – Enterprise Funds Water CITY OF PRIOR LAKE Sewer Statement of Cash Flows (continued) Proprietary Funds Year Ended December 31, 2024 (With Partial Comparative Information for the Year Ended December 31, 2023) See notes to basic financial statements -37- Governmental Activities – Internal Service 2024 2023 2024 2023 Funds 862,082$ 593,747$ 3,024,278$ 3,295,338$ (422,652)$ 107,074 107,388 1,960,206 1,897,389 – – 17,414 21,185 40,888 – (60,002) (24,513) (210,837) (46,263) (567) (2,954) (2,578) (29,543) (4,786) – – – (1,132) 610 – 24,521 41,097 165,595 154,229 – 1,516 1,184 6,610 (1,949) – (84,964) 131,814 100,249 266,826 – (2,175) (2,191) 11,519 (11,708) – (625) 409 2,049 (1,268) – – – (6,418) 1,500 – 16,155 (11,072) 16,243 15,167 523,205 (71,963) (128,882) (456,996) (463,148) – (4,855) (13,610) (12,189) (38,063) – 7,212 40,228 137,623 321,483 – (1,982) 2,126 (9,795) 21,732 – 789,040$ 752,561$ 4,718,647$ 5,447,977$ 99,986$ 414,512$ 420,111$ 3,500,042$ 1,729,283$ –$ –$ –$ 135,957$ –$ –$ 1,247$ –$ 33,567$ 40,976$ –$ TotalsWater Quality -38- THIS PAGE INTENTIONALLY LEFT BLANK CITY OF PRIOR LAKE Notes to Basic Financial Statements December 31, 2024 -39- 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 City Council composed of an elected mayor and four elected councilmembers. The City Council exercises legislative authority and determines all matters of policy. The City 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 by the City Council. 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 City 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. -40- 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/amortization 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 coll ected 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. Debt proceeds are reported as other financing sources. 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 other long-term obligations, which are recognized as expenditures to the extent they have matured. Capital asset acquisitions are reported as capital outlay expenditures in governmental funds. -41- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Proprietary fund financial statements are reported using the economic resources measurement focus and the 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/amortization 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. 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. Permanent Improvement Revolving 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. The City also reports the following fund type: Internal Service Funds – Internal service funds account for the financing of goods and services provided to other departments or agencies of the City on a cost-reimbursement basis. The City utilizes a Severance Compensation Internal Service Fund and an Insurance Internal Service Fund in managing city operations. -42- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) E. Cash and Investments 1. Deposits and Investments The City’s cash and cash equivalents are considered to be cash on hand, demand deposits, 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 (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 external investment pools, which are stated at amortized cost. Short-term, highly liquid debt instruments (including bankers’ acceptance and U.S. treasury and agency obligations) purchased with a remaining maturity of one year or less may also be 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 cash deposits in the police department and the Cable Franchise Fund. Earnings on these accounts are allocated directly to those funds. The City categorizes its fair value measurements within the fair value hierarchy established by accounting principles generally accepted in the United States of America. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; and Level 3 inputs are significant unobservable inputs. Debt securities classified in Level 2 of the fair value hierarchy are valued using a matrix pricing technique. Matrix pricing is used to value securities based on the securities’ relationship to benchmark quoted prices. See Note 2 for the City’s recurring fair value measurements as of year-end. -43- 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 and 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 at state and federally-chartered institutions that are limited to the amount of coverage provided by the Federal Deposit Insurance Corporation (FDIC). 4) Money market accounts that are invested in the above referenced government securities. 5) State and local securities, which have at the time of investment one of the three highest credit ratings by a nationally recognized rating agency. 6) Investments may be made only in those savings banks or savings and loan associations the shares, or investment certificates, of which are insured by the FDIC. 7) Bankers’ acceptances issued by United States banks and commercial paper issued by a United States corporation or its Canadian subsidiary that is rated in the highest quality category by at least two nationally recognized rating agencies and mature in 270 days or less. 8) 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 concent ration in a specific maturity, issuers, or class of securities. Diversification strategies shall be determined and revised periodically by the City’s finance director. The diversification of the allowable investments noted above shall be as follows: 1) Up to 100 percent of 2. a) 1) 2) Up to 100 percent of 2. a) 2) and 2. a) 3) 3) Up to 25 percent of 2. a) 4) 4) Up to 25 percent of 2. a) 5) 5) Up to 10 percent of 2. a) 6 and 2. a) 7) c) Duration It is the policy of the City to require that all investment maturities shall not extend beyond 10 years with no more than 20 percent maturing beyond 5 years. 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. -44- 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. Receivables not expected to be collected in one year include taxes, leases, and special assessments. 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. Property taxes are recognized as revenue in the year levied in the government-wide financial statements. In the governmental fund financial statements, taxes are recognized as revenue when received in cash or within 60 days after year-end. Taxes which remain unpaid at December 31, are classified as delinquent taxes receivable, and are offset by a deferred inflow of resources in the governmental fund financial statements. 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), or other (Green Acres) 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. Assets Held for Resale Assets held for resale are reported as an asset in the government-wide and fund financial statements. These assets are reported at the lower of cost or acquisition value. 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.” -45- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) K. Capital Assets Capital assets, which include property, buildings, improvements, equipment, infrastructure assets (roads, bridges, sidewalks, and similar items), technology subscriptions and intangible assets, such as water access agreements and 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 acquisition value on the date of donation. Technology subscriptions are recorded based on the measurement of any subscription liability plus any payments due to the subscription vendor at the commencement of the subscription term, including any applicable initial implementation costs . The City defines capital assets as those with an initial, individual cost of $10,000 or more with an estimated useful life in excess of one year, including technology subscriptions. Groups of similar assets acquired at or near the same time for a single objective, with individual acquisition costs below this threshold, are also capitalized if the cost of the assets is considered significant in the aggregate. Assets purchased with federal funding is capitalized when the cost exceeds $5,000. 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). Capital assets are recorded in the government-wide and proprietary fund financial statements, but are not reported in the governmental fund financial statements. Property, plant, and equipment of the City are depreciated/amortized 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 Technology subscriptions are amortized in a systematic and rational manner over the shorter of the subscription term or the useful life of the underlying information technology (IT) assets. Land, utility access agreements, easements, and construction in progress are not depreciated. -46- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) L. Compensated Absences The City recognizes a liability for compensated absences for leave time that (1) has been earned for services previously rendered by employees, (2) accumulates and is allowed to be carried over to subsequent years, and (3) is more likely than not to be used as time off or settled during or upon separation from employment. Based on these criteria, two types of leave qualify for liability recognition for compensated absences, vacation and sick leave. The liability for compensated absences is reported as incurred in the government-wide and proprietary fund financial statements. A liability for compensated absences is recorded in the governmental funds only if the liability has matured because of employee resignations or retirements. The liability for compensated absences includes salary-related benefits, where applicable. 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. The City has provided funding for these obligations in the Severance Compensation Internal Service Fund and enterprise funds. M. 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. N. Subscription-Based Information Technology Arrangements (SBITAs) A SBITA is a contract that conveys control of the right to use another party’s IT software, alone or in combination with tangible capital assets (the underlying IT assets), as specified in the contract for a period of time in an exchange or exchange-like transaction. The City has entered into certain technology subscriptions for public safety software solutions. Capital assets associated with SBITAs are presented separately from other capital assets in Note 4. SBITAs related liabilities are reported in Note 6, which include the terms and related disclosures associated with any subscription liabilities. O. Other Post-Employment Benefits (OPEB) Under Minnesota Statutes § 471.61, Subd. 2b, public employers must allow retirees and their dependents 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 dependent coverage immediately before retirement. All premiums are funded on a pay-as-you-go basis. -47- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) P. State-Wide Pension Plans For purposes of measuring the net pension liability, deferred outflows/inflows of resources, and pension expense, information about the fiduciary net position of the Public Employees Retirement Association (PERA) and additions to/deductions from the PERA’s fiduciary net position have been determined on the same basis as they are reported by the PERA. For this purpose, plan contributions are recognized as of employer payroll paid dates and benefit payments, and refunds are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. Q. Deferred Outflows/Inflows of Resources In addition to assets and liabilities, statements of financial position, or balance sheets, will sometimes report a separate section for deferred outflows and deferred inflows of resources. These separate financial statement elements represent a consumption or acquisition of net assets that applies to future periods and so will not be recognized as an outflow of resources (expense/expenditure) or an inflow of financial resources (revenue) until then. The City reports deferred outflows and inflows of resources related to pensions and OPEB in the government-wide and enterprise funds Statement of Net Position. These deferred outflows and inflows result from differences between expected and actual experience, changes in proportion, changes of assumptions, difference between projected and actual earnings on pension plan investments, and from contributions to the plan subsequent to the measurement date and before the end of the reporting period. These amounts are deferred and amortized as required under pension and OPEB standards. The City reports deferred inflows of resources related to lease receivables in the government-wide Statement of Net Position and governmental funds Balance Sheet, which requires lessors to recognize deferred inflows of resources to correspond to lease receivables. These amounts are deferred and amortized in a systematic and rationale manner over the term of the lease. The City reports deferred inflows of resources related to municipal state aid. The amounts received in advance of state aid allotments are deferred and reported as revenue in the year allotted to the City. Unavailable revenue arises only under a modified accrual basis of accounting and, therefore, is only reported in the governmental funds Balance Sheet. The governmental funds report unavailable revenue from two sources: property taxes and special assessments. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. R. Net Position In the government-wide and proprietary fund financial statements, net position represents the difference between assets, deferred outflows of resources, liabilities, and deferred inflows of resources. Net position is displayed in three components: • Net Investment in Capital Assets – Consists of capital assets, net of accumulated depreciation/amortization, 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.” The City applies restricted resources first when an expense is incurred for which both restricted and unrestricted resources are available. -48- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) S. 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 City 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. T. 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, 2023, 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. -49- NOTE 1 – SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) U. 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. 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. In September, the proposed budget is presented to the City Council for review. The City 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. V. 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. W. 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. The 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 the 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. Settled claims did not exceed insurance coverage in the past three fiscal years. There were no significant reductions in insurance coverage in the current year. X. 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. Y. 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 amounts reported in the financial statements during the reporting period. Actual results could differ from those estimates. -50- NOTE 2 – CASH AND INVESTMENTS A. Components of Cash and Investments Cash and investments at year-end consist of the following: Deposits 1,451,740$ Investments 53,674,171 Cash on hand 850 Total 55,126,761$ Cash and investments are presented in the financial statements as follows: Statement of Net Position Cash and investments 55,095,396$ Restricted assets – temporarily restricted – cash and investments held in escrow 31,365 Total 55,126,761$ 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 cont rolled 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 $1,451,740, while the balance on the bank records was $1,678,149. At December 31, 2024, all deposits were fully covered by federal deposit insurance, surety bonds, or by collateral held by the City’s agent in the City’s name. -51- NOTE 2 – CASH AND INVESTMENTS (CONTINUED) C. Investments The City has the following investments at year-end: Fair Value Investment Type Rating Agency Measurement Less Than 1 1 to 5 6 to 10 Total U.S. treasuries AAA Moody’s Level 1 289,695$ 1,984,650$ –$ 2,274,345$ U.S. treasuries AAA Moody’s Level 2 – 450,275 – 450,275 U.S. agency securities AA S&P Level 2 2,571,194 5,050,288 2,583,855 10,205,337 Local government securities AAA S&P Level 2 860,058 1,676,857 – 2,536,915 Local government securities AAA Moody’s Level 2 – 898,263 – 898,263 Local government securities AA S&P Level 2 577,227 3,341,664 – 3,918,891 Local government securities AA Moody’s Level 2 1,631,432 2,317,102 905,160 4,853,694 Local government securities A S&P Level 2 – 201,067 – 201,067 Negotiable certificates of deposit AA S&P Level 2 – 245,147 – 245,147 Negotiable certificates of deposit N/R N/A Level 2 1,684,945 12,209,282 – 13,894,227 7,614,551$ 28,374,595$ 3,489,015$ 39,478,161 Investment pools/mutual funds 4M Fund AAA S&P Amortized Cost 10,842,474 U.S. Treasuries Fund AAA S&P Level 1 3,276,255 Government Obligation Fund AAA S&P Level 1 77,281 Total investment pools/ mutual funds 14,196,010 Total investments 53,674,171$ N/A – Not Applicable N/R – Not Rated Credit Risk Segmented Time Distribution in Years Interest Risk – The City’s investments include investment pools managed by the 4M Fund, which is an external investment pool regulated by Minnesota Statutes and is not registered with the Securities and Exchange Commission. The City’s investments in this investment pool are measured at the net asset value per share provided by the pools, which are based on amortized cost methods that approximate fair value. The 4M Fund is sponsored by the League of Minnesota Cities. Investments are purchased and regulated according to Minnesota Statutes. For this investment pool, there are no unfunded commitments, redemption frequency is daily, and there is no redemption notice required for the Liquid Class; the redemption notice period is 14 days for the Plus Class. 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 poss ession 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. -52- 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 5.0 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, 2024, the City had 8.1 percent of its portfolio invested with Federal Home Loan Bank and 10.3 percent invested in Federal Farm Credit Bank. 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. NOTE 3 – LEASE RECEIVABLE The City has entered into 16 lease receivable agreements for cell tower rental and space rental at various city sites. The lease terms include interest rates ranging from 0.2 percent to 3.0 percent with final maturities through 2037. These leases are reported as lease receivables totaling $2,578,337. These receivables are offset by deferred inflows of resources as lease revenue for subsequent years totaling $2,392,011. During the current year, the City received principal and interest payments of $155,457 and $15,045, respectively, on these leases. The deferred inflows of resources are being amortized to revenue over the life of the leases. -53- NOTE 4 – CAPITAL ASSETS Capital asset activity for the year ended December 31, 2024 was as follows: A. Changes in Capital Assets Used in Governmental Activities Transfers and Beginning Completed of Year Additions Deletions Construction End of Year Capital assets, not depreciated/amortized Land 34,311,351$ 704,700$ –$ –$ 35,016,051$ Easements 56,152,920 – – – 56,152,920 Construction in progress 16,010,957 9,337,130 – (16,295,981) 9,052,106 Total capital assets, not depreciated/amortized 106,475,228 10,041,830 – (16,295,981) 100,221,077 Capital assets, depreciated/amortized Land improvements 2,832,128 – – – 2,832,128 Machinery and equipment 8,477,052 469,263 (129,742) – 8,816,573 Vehicles 7,871,448 786,422 (625,334) 81,015 8,113,551 Infrastructure 132,676,195 12,600 – 12,714,924 145,403,719 Technology subscriptions 543,449 – – – 543,449 Total capital assets, depreciated/amortized 152,400,272 1,268,285 (755,076) 12,795,939 165,709,420 Less accumulated depreciation/amortization on Land improvements (2,049,982) (65,199) – – (2,115,181) Machinery and equipment (5,260,442) (458,268) 129,742 – (5,588,968) Vehicles (5,481,822) (764,913) 621,355 – (5,625,380) Infrastructure (72,978,914) (3,974,404) – – (76,953,318) Technology subscriptions (111,876) (122,452) – – (234,328) Total accumulated depreciation/amortization (85,883,036) (5,385,236) 751,097 – (90,517,175) Net capital assets, depreciated/amortized 66,517,236 (4,116,951) (3,979) 12,795,939 75,192,245 Total capital assets, net 172,992,464$ 5,924,879$ (3,979)$ (3,500,042)$ 175,413,322$ B. Changes in Capital Assets Used in Business-Type Activities Transfers and Beginning Completed of Year Additions Deletions Construction End of Year Capital assets, not depreciated Utility access agreements 2,499,970$ –$ –$ –$ 2,499,970$ Easements 218,912 – – – 218,912 Construction in progress 54,625 1,144,902 – (479,778) 719,749 Total capital assets, not depreciated 2,773,507 1,144,902 – (479,778) 3,438,631 Capital assets, depreciated Land improvements 87,740 – – – 87,740 Machinery and equipment 1,947,810 24,206 – – 1,972,016 Vehicles 580,398 – – – 580,398 Infrastructure 97,639,397 173,357 (238,521) 3,979,820 101,554,053 Total capital assets, depreciated 100,255,345 197,563 (238,521) 3,979,820 104,194,207 Less accumulated depreciation on Land improvements (61,319) (4,387) – – (65,706) Machinery and equipment (1,077,474) (114,107) – – (1,191,581) Vehicles (155,659) (31,043) – – (186,702) Infrastructure (25,820,764) (1,810,669) 102,564 – (27,528,869) Total accumulated depreciation (27,115,216) (1,960,206) 102,564 – (28,972,858) Net capital assets, depreciated 73,140,129 (1,762,643) (135,957) 3,979,820 75,221,349 Total capital assets, net 75,913,636$ (617,741)$ (135,957)$ 3,500,042$ 78,659,980$ -54- NOTE 4 – CAPITAL ASSETS (CONTINUED) C. Depreciation/Amortization Expense by Function Depreciation/amortization expense for the year ended December 31, 2024 was charged to the following functions: Governmental activities General government 506,461$ Public safety 786,421 Public works 3,494,553 Culture and recreation 597,801 Total depreciation/amortization expense – governmental activities 5,385,236$ Business-type activities Water 1,082,320$ Sewer 770,812 Water quality 107,074 Total depreciation expense – business-type activities 1,960,206$ NOTE 5 – TRANSFERS AND INTERFUND BALANCES A. Transfers A schedule of interfund transfers is as follows: Permanent Improvement Transfers Out General Debt Service Construction Revolving Nonmajor Water Sewer Water Quality Total Governmental funds General –$ 248,488$ –$ –$ –$ –$ –$ –$ 248,488$ Debt Service – 2,124 – – – – – – 2,124 Construction – – – – – 257,313 88,032 – 345,345 Permanent Improvement Revolving – – – – 94,590 – – – 94,590 Nonmajor 291,100 102,852 352,362 – 305,410 – – – 1,051,724 Proprietary funds Water 237,000 614,650 81,915 94,437 12,000 – – – 1,040,002 Sewer 235,000 – 81,915 389,403 12,000 – – – 718,318 Water Quality 113,300 – 190,510 131,601 – – – 2,395 437,806 876,400$ 968,114$ 706,702$ 615,441$ 424,000$ 257,313$ 88,032$ 2,395$ 3,938,397$ Governmental Funds Proprietary Funds Transfer In 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. Transfers and interfund balances are reported in the fund financial statements but are eliminated in the government-wide financial statements, as applicable. B. Interfund Balances The General Fund has a due to/from balance of $2,688. Nonmajor governmental funds have a due to/from balance of $2,688. These balances are the result of cash flow deficits. These balances will be repaid from future revenue sources. -55- NOTE 6 – LONG-TERM DEBT A. Components of Long-Term Debt Final Balance – Original Issue Interest Rate Issue Date Maturity Date End of Year Governmental activities General obligation bonds Street Reconstruction Bonds of 2016A 760,000$ 2.00%05/01/2016 12/15/2026 75,000$ Improvement Bonds of 2018A 2,485,000$ 4.00–5.00%08/15/2018 12/15/2028 1,035,000 Improvement Bonds of 2019A 1,665,000$ 5.00%06/27/2019 12/15/2029 940,000 Improvement Bonds of 2021A 5,270,000$ 1.00–3.00%07/15/2021 12/15/2031 3,800,000 Improvement Bonds of 2021B 4,990,000$ 5.00%07/26/2021 12/15/2029 3,155,000 Improvement Bonds of 2022A 1,910,000$ 4.00–5.00%09/08/2022 12/15/2032 1,620,000 Improvement Bonds of 2023A 1,620,000$ 5.00%07/19/2023 12/15/2033 1,525,000 Total general obligation bonds 12,150,000 Improvement Bonds of 2015A 4,640,000$ 2.00–3.00%05/14/2015 12/15/2030 3,660,000 Improvement Bonds of 2016A 1,105,000$ 2.00%05/01/2016 12/15/2026 220,000 Improvement Bonds of 2017A 4,135,000$ 2.00–2.25%06/29/2017 12/15/2027 1,225,000 Improvement Bonds of 2018A 3,145,000$ 4.00–5.00%08/15/2018 12/15/2028 1,145,000 Improvement Bonds of 2024A 1,580,000$ 5.00%08/20/2024 12/15/2029 1,580,000 Total general obligation special assessment bonds 7,830,000 General obligation revenue bonds General Obligation Improvement Bonds of 2015A 5,360,000$ 1.00–3.00%05/14/2015 12/15/2031 4,010,000 Premium (discount) on bonds payable 1,919,978 Energy loan payable 2,667,924$ 2.12%12/08/2014 06/19/2025 148,731 Subscription liabilities 543,449$ 2.60%08/15/2022 06/30/2028 285,857 Compensated absences payable 1,664,718 Total governmental activity long-term liabilities 28,009,284 Business-type activities General obligation revenue bonds General Obligation Improvement Bonds of 2018A 2,640,000$ 4.00–5.00%08/15/2018 12/15/2028 1,170,000 General Obligation Improvement Bonds of 2024A 1,180,000$ 4.00–5.00%08/20/2024 12/15/2044 1,180,000 Total general obligation revenue bonds 2,350,000 Premium (discount) on bonds payable 187,600 Compensated absences payable 225,891 Total business-type activity long-term liabilities 2,763,491 Total government-wide long-term liabilities 30,772,775$ -56- NOTE 6 – LONG-TERM DEBT (CONTINUED) 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 13,875,000$ –$ 1,725,000$ 12,150,000$ 1,790,000$ G.O. special assessment bonds 7,910,000 1,580,000 1,660,000 7,830,000 1,825,000 G.O. tax increment bonds 30,000 – 30,000 – – G.O. revenue bonds 4,505,000 – 495,000 4,010,000 515,000 Premium (discount) on bonds payable 2,186,515 106,507 373,044 1,919,978 – Total bonds payable, net of premium (discount)28,506,515 1,686,507 4,283,044 25,909,978 4,130,000 Energy loan payable 441,532 – 292,801 148,731 148,731 Subscription liabilities 417,549 – 131,692 285,857 125,972 Compensated absences payable 1,141,513 534,736 11,531 1,664,718 548,491 Governmental activities long-term liabilities 30,507,109$ 2,221,243$ 4,719,068$ 28,009,284$ 4,953,194$ Business-type activities Bonds payable G.O. revenue bonds 1,440,000$ 1,180,000$ 270,000$ 2,350,000$ 290,000$ Premium (discount) on bonds payable 160,166 61,001 33,567 187,600 – Total bonds payable, net of premium (discount)1,600,166 1,241,001 303,567 2,537,600 290,000 Compensated absences payable 209,648 72,816 56,573 225,891 63,767 Business-type activities long-term liabilities 1,809,814$ 1,313,817$ 360,140$ 2,763,491$ 353,767$ The deletions of $131,692 for subscription liabilities are reported as current expenditures within the General Fund to be consistent with budgeting practices. -57- NOTE 6 – LONG-TERM DEBT (CONTINUED) C. Minimum Debt Payments Minimum annual principal and interest payments required to retire long-term debt are as follows: Year Ending December 31,Principal Interest Principal Interest Principal Interest Principal Interest Principal Interest 2025 1,790,000$ 502,315$ 1,825,000$ 288,674$ 515,000$ 109,750$ 148,731$ 1,576$ 125,972$ 7,683$ 2026 1,890,000 423,765 1,715,000 210,738 530,000 99,450 – – 129,228 4,427 2027 1,955,000 340,665 1,580,000 154,813 550,000 86,200 – – 20,027 1,655 2028 1,995,000 253,515 1,185,000 101,100 570,000 72,450 – – 10,630 567 2029 1,880,000 164,965 955,000 52,850 590,000 55,350 – – – – 2030–2033 2,640,000 180,130 570,000 17,100 1,255,000 56,850 – – – – 12,150,000$ 1,865,355$ 7,830,000$ 825,275$ 4,010,000$ 480,050$ 148,731$ 1,576$ 285,857$ 14,332$ Subscription Liabilities Governmental Activities Energy Loan PayableGeneral Obligation G.O. Special Assessment G.O. Revenue Year Ending December 31,Principal Interest 2025 290,000$ 125,330$ 2026 320,000 94,650 2027 340,000 78,650 2028 365,000 61,650 2029 45,000 43,400 2030–2034 270,000 180,550 2035–2039 325,000 119,200 2040–2044 395,000 48,400 2,350,000$ 751,830$ Business-Type Activities G.O. Revenue D. Other Long-Term Liabilities The City offers a number of benefits to its employees, including compensated absences payable. The details of these various benefit liabilities are discussed elsewhere in these notes. Such benefits are financed primarily from the General Fund, enterprise funds, and internal service funds. -58- NOTE 6 – LONG-TERM DEBT (CONTINUED) E. 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. 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 the 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. 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. If the City fails to make loan payments specified in this agreement or otherwise defaults on the loan, the lender may declare the loan fully due and payable, take possession of the equipment identified in this agreement without terminating the agreement, exclude the City from possession of the equipment and attempt to sell the equipment identified in the loan, or take legal actions to force the City to comply with the terms of the loan. Subscription Liabilities – The City entered into an agreement to finance the use of technology software, which calls for monthly principal and interest payments through 2028. This subscription liability is paid by the General Fund. The total amount of the underlying technology subscriptions assets and the related accumulated amortization is presented in Note 4 to the basic financial statements. Compensated Absences – This liability represents compensated absences balances as described in Note 1 of the notes to basic financial statements. -59- NOTE 6 – LONG-TERM DEBT (CONTINUED) F. 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, 2024 is $3,817,653. G. Revenue Pledged Future revenue pledged for the payment of long-term debt is as follows: Percent of Remaining Principal Pledged Use of Total Term of Principal and Interest Revenue Bond Issue Proceeds Type Debt Service Pledge and Interest Paid Received General Obligation Partial refunding Utility charges 100%2015–2031 4,490,050$ 614,650$ 4,976,415$ Bonds of 2015A General Obligation Water and sewer Utility charges 100%2018–2028 1,320,500$ 339,300$ 10,092,597$ Bonds of 2018A improvements General Obligation Water quality Utility charges 100%2024–2044 1,781,330$ –$ 1,628,444$ Bonds of 2024A improvements H. 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 $5,485,388,057, which calculates to a debt limit of $164,561,642. 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 $12,150,000 of general obligation debt outstanding, leaving a debt margin of $152,411,642. -60- NOTE 7 – NET POSITION/FUND BALANCES A. Net Investment in Capital Assets The government-wide Statement of Net Position at December 31, 2024 includes the City’s net investment in capital assets calculated as follows: Governmental Business-Type Activities Activities Total Net investment in capital assets: Capital assets Nondepreciable/amortized 100,221,077$ 3,438,631$ 103,659,708$ Depreciable, net of accumulated depreciation/amortization 75,192,245 75,221,349 150,413,594 Less capital-related long-term debt outstanding (24,424,588) (2,350,000) (26,774,588) Less bond premiums (discounts)(1,919,978) (187,600) (2,107,578) Add unused bond proceeds 467,452 701,093 1,168,545 Total net investment in capital assets 149,536,208$ 76,823,473$ 226,359,681$ B. Classifications At December 31, 2024, a summary of the City’s governmental fund balance classifications are as follows: Permanent Improvement Debt Construction Revolving Nonmajor General Fund Service Fund Fund Fund Funds Total Restricted Future debt service –$ 3,206,457$ –$ –$ –$ 3,206,457$ Economic development – – – – 222,768 222,768 Forfeiture sales – – – – 103,264 103,264 Public safety – – – – 570,866 570,866 Capital improvements – – 467,452 – 2,326,380 2,793,832 Development – – – – 1,866,721 1,866,721 Communications – – – – 116,408 116,408 Tax increment – – – – 232,883 232,883 Total restricted – 3,206,457 467,452 – 5,439,290 9,113,199 Assigned Subsequent year’s budget 260,460 – – – – 260,460 Capital improvements – – 731,366 1,001,546 9,583,618 11,316,530 Future chip seal 98,857 – – – – 98,857 Shop with a cop 10,196 – – – – 10,196 Charitable gambling donations 42,708 – – – – 42,708 Tree planting 110,550 – – – – 110,550 Total assigned 522,771 – 731,366 1,001,546 9,583,618 11,839,301 Unassigned 12,888,798 – – – – 12,888,798 Total 13,411,569$ 3,206,457$ 1,198,818$ 1,001,546$ 15,022,908$ 33,841,298$ -61- NOTE 7 – NET POSITION/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 40.0 and 50.0 percent of the subsequent year’s General Fund budgeted expenditures. At December 31, 2024, the total fund balance of the General Fund was 60.5 percent of the subsequent year’s budgeted expenditures and transfers out of $22,168,668. 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. -62- NOTE 8 – DEFINED BENEFIT PENSION PLANS - STATE-WIDE A. Plan Description The City participates in the following cost-sharing, multiple-employer defined benefit pension plans administered by the PERA of Minnesota. These plan provisions are established and administered according to Minnesota Statutes, Chapters 353 and 356. Minnesota Statutes Chapter 356 defines each plan’s financial reporting requirements. The PERA’s defined benefit pension plans are tax qualified plans under Section 401(a) of the Internal Revenue Code (IRC). The following is a summary of the net pension liabilities, deferred outflows and inflows of resources, and pension expense reported for these plans as of and for the year ended December 31, 2024: Net Deferred Deferred Pension Outflows of Inflows of Pension Pension Plans Liabilities Resources Resources Expense GERF 2,627,523$ 645,625$ 2,058,546$ 230,848$ PEPFF 4,827,563 7,431,974 7,257,908 1,146,494 Total 7,455,086$ 8,077,599$ 9,316,454$ 1,377,342$ 1. General Employees Retirement Fund (GERF) Membership in the GERF includes employees of counties, cities, townships, schools in noncertified positions, and other governmental entities whose revenues are derived from taxation, fees, or assessments. Plan membership is required for any employee who is expected to earn more than $425 in a month, unless the employee meets exclusion criteria. 2. Public Employees Police and Fire Fund (PEPFF) Membership in the PEPFF includes full-time, licensed police officers and firefighters who meet the membership criteria defined in Minnesota Statutes Section 353.64 and who are not earning service credit in any other PERA retirement plan or a local relief association for the same service. Employers can provide PEPFF coverage for part-time positions and certain other public safety positions by submitting a resolution adopted by the entity’s governing body. The resolution must state that the position meets plan requirements. B. Benefits Provided The PERA provides retirement, disability, and death benefits. Benefit provisions are established by state statutes and can only be modified by the State Legislature. Vested, terminated employees who are entitled to benefits, but are not receiving them yet, are bound by the provisions in effect at the time they last terminated their public service. When a member is “vested,” they have earned enough service credit to receive a lifetime monthly benefit after leaving public service and reaching an eligible retirement age. Members who retire at or over their Social Security full retirement age with at least one year of service qualify for a retirement benefit. -63- NOTE 8 – DEFINED BENEFIT PENSION PLANS – STATE-WIDE (CONTINUED) 1. GERF Benefits The GERF requires three years of service to vest. Benefits are based on a member’s highest average salary for any five successive years of allowable service, age, and years of credit at termination of service. Two methods are used to compute benefits for GERF members. Members hired prior to July 1, 1989, receive the higher of the Step or Level formulas. Only the Level formula is used for members hired after June 30, 1989. Under the Step formula, GERF members receive 1.2 percent of the highest average salary for each of the first 10 years of service, and 1.7 percent for each additional year. Under the Level formula, GERF members receive 1.7 percent of highest average salary for all years of service. For members hired prior to July 1, 1989, a full retirement benefit is available when age plus years of service equal 90, and normal retirement age is 65. Members can receive a reduced retirement benefit as early as age 55 if they have three or more years of service. Early retirement benefits are reduced by 0.25 percent for each month under age 65. Members with 30 or more years of service can retire at any age with a reduction of 0.25 percent for each month the member is younger than age 62. The Level formula allows GERF members to receive a full retirement benefit at age 65 if they were first hired before July 1, 1989 or at age 66 if they were hired on or after July 1, 1989. Early retirement begins at age 55 with an actuarial reduction applied to the benefit. Benefit increases are provided to benefit recipients each January. The post-retirement increase is equal to 50.0 percent of the cost of living adjustment (COLA) announced by the Social Security Administration, with a minimum increase of at least 1.0 percent and a maximum of 1.5 percent. The 2024 annual increase was 1.5 percent. Recipients that have been receiving the annuity or benefit for at least a full year as of the June 30 before the effective date of the increase, will receive the full increase. Recipients receiving the annuity or benefit for at least one month, but less than a full year as of the June 30 before the effective date of the increase, will receive a prorated increase. 2. PEPFF Benefits Benefits for PEPFF members first hired before July 1, 2010, are vested after three years of service. Members hired on or after July 1, 2010, are 50.0 percent vested after five years of service, and 100.0 percent vested after 10 years. After five years, vesting increases by 10.0 percent each full year of service until members are 100.0 percent vested after ten years. Police and Fire Plan members receive 3.0 percent of highest average salary for all years of service. Police and Fire Plan members receive a full retirement benefit when they are age 55 and vested, or when their age plus their years of service equals 90 or greater if they were first hired before July 1, 1989. Early retirement starts at age 50, and early retirement benefits are reduced by 0.417 percent each month members are younger than age 55. Benefit increases are provided to benefit recipients each January. The post-retirement increase is fixed at 1.0 percent. Recipients that have been receiving the annuity or benefit for at least 36 months as of the June 30 before the effective date of the increase, will receive the full increase. Recipients receiving the annuity or benefit for at least 25 months, but less than 36 months, as of the June 30 before the effective date of the increase, will receive a prorated increase. -64- NOTE 8 – DEFINED BENEFIT PENSION PLANS – STATE-WIDE (CONTINUED) C. Contributions Minnesota Statutes, Chapter 353 and 356 set the rates for employer and employee contributions. Contribution rates can only be modified by the State Legislature. 1. GERF Contributions General Plan members were required to contribute 6.50 percent of their annual covered salary in fiscal year 2024, and the City was required to contribute 7.50 percent for General Plan members. The City’s contributions to the GERF for the year ended December 31, 2024, were $459,747. The City’s contributions were equal to the required contributions as set by state statutes. 2. PEPFF Contributions Police and Fire Plan members were required to contribute 11.80 percent of their annual covered salary in fiscal year 2024, and the City was required to contribute 17.70 percent for Police and Fire Plan members. The City’s contributions to the PEPFF for the year ended December 31, 2024, were $946,330. The City’s contributions were equal to the required contributions as set by state statutes. D. Pension Costs 1. GERF Pension Costs At December 31, 2024, the City reported a liability of $2,627,523 for its proportionate share of the GERF’s net pension liability. The City’s net pension liability reflected a reduction, due to the state of Minnesota’s contribution of $16.0 million. The state of Minnesota is considered a nonemployer contributing entity and the state’s contribution meets the definition of a special funding situation. The state of Minnesota’s proportionate share of the net pension liability associated with the City totaled $67,942. City’s proportionate share of net pension liability 2,627,523$ State’s proportionate share of the net pension liability associated with the City 67,942 Total 2,695,465$ The net pension liability was measured as of June 30, 2024, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The City’s proportion of the net pension liability was based on the City’s contributions received by the PERA during the measurement period for employer payroll paid dates from July 1, 2023 through June 30, 2024, relative to the total employer contributions received from all of the PERA’s participating employers. The City’s proportionate share was 0.711 percent at the end of the measurement period and 0.766 percent for the beginning of the period. For the year ended December 31, 2024, the City recognized pension expense of $229,027 for its proportionate share of the GERF’s pension expense. In addition, the City recognized an additional $1,821 as pension expense (and grant revenue) for its proportionate share of the state of Minnesota’s contribution of $16.0 million to the GERF. -65- NOTE 8 – DEFINED BENEFIT PENSION PLANS – STATE-WIDE (CONTINUED) During the plan year ended June 30, 2024, the state of Minnesota contributed $170.1 million to the General Employees Fund. The state of Minnesota is not included as a nonemployer contributing entity in the General Employees Plan pension allocation schedules for the $170.1 million in direct state aid because this contribution was not considered to meet the definition of a special funding situation. The City recognized $120,890 for the year ended December 31, 2024 as revenue and an offsetting reduction of net pension liability for its proportionate share of the state of Minnesota’s on-behalf contributions to the General Employees Fund. At December 31, 2024, the City reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Outflows Inflows of Resources of Resources Differences between expected and actual economic experience 252,578$ –$ Changes in actuarial assumptions 13,141 1,050,946 Net difference between projected and actual earnings on pension plan investments – 775,805 Changes in proportion 150,481 231,795 Employer contributions subsequent to the measurement date 229,425 – Total 645,625$ 2,058,546$ The $229,425 reported as deferred outflows of resources related to pensions resulting from city contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ending December 31, 2025. Other amounts reported as deferred outflows and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Pension Year Ending Expense December 31,Amount 2025 (870,117)$ 2026 (164,947)$ 2027 (405,899)$ 2028 (201,383)$ 2. PEPFF Pension Costs At December 31, 2024, the City reported a liability of $4,827,563 for its proportionate share of the PEPFF’s net pension liability. The net pension liability was measured as of June 30, 2024, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The City’s proportionate share of the net pension liability was based on the City’s contributions received by the PERA during the measurement period for employer payroll paid dates from July 1, 2023 through June 30, 2024, relative to the total employer contributions received from all of the PERA’s participating employers. The City’s proportionate share was 0.3669 percent at the end of the measurement period and 0.3003 percent for the beginning of the period. -66- NOTE 8 – DEFINED BENEFIT PENSION PLANS – STATE-WIDE (CONTINUED) The state of Minnesota contributed $37.4 million to the PEPFF in the plan fiscal year ended June 30, 2024. The contribution consisted of $9.0 million in direct state aid that meets the definition of a special funding situation, additional one-time direct state aid contribution of $19.4 million, and $9.0 million in supplemental state aid that does not meet the definition of a special funding situation. Additionally, the $9.0 million supplemental state aid was paid on October 1, 2024. Thereafter, by October 1 of each year, the state will pay $9.0 million to the PEPFF until full funding is reached or July 1, 2048, whichever is earlier. The $9.0 million in supplemental state aid will continue until the fund is 90.0 percent funded, or until the State Patrol Plan (administered by the Minnesota State Retirement System) is 90.0 percent funded, whichever occurs later. The state of Minnesota’s proportionate share of the net pension liability associated with the City totaled $184,025. City’s proportionate share of net pension liability 4,827,563$ State’s proportionate share of the net pension liability associated with the City 184,025 Total 5,011,588$ For the year ended December 31, 2024, the City recognized pension expense of $1,125,911 for its proportionate share of the Police and Fire Plan’s pension expense. The City recognized $20,583 as grant revenue and pension expense for its proportionate share of the state of Minnesota ’s pension expense for the contribution of $9.0 million to the PEPFF special funding situation. The state of Minnesota is not included as a nonemployer contributing entity in the Police and Fire Pension Plan pension allocation schedules for the $28.4 million in supplemental state aid because this contribution was not considered to meet the definition of a special funding situation. The City recognized $104,201 for the year ended December 31, 2024 as revenue and an offsetting reduction of net pension liability for its proportionate share of the state of Minnesota ’s on-behalf contributions to the PEPFF. At December 31, 2024, the City reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Outflows Inflows of Resources of Resources Differences between expected and actual economic experience 1,622,345$ –$ Changes in actuarial assumptions 4,172,326 5,815,829 Net difference between projected and actual earnings on pension plan investments – 1,442,079 Changes in proportion 1,142,561 – Employer contributions subsequent to the measurement date 494,742 – Total 7,431,974$ 7,257,908$ -67- NOTE 8 – DEFINED BENEFIT PENSION PLANS – STATE-WIDE (CONTINUED) The $494,742 reported as deferred outflows of resources related to pensions resulting from city contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ending December 31, 2025. Other amounts reported as deferred outflows and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Pension Year Ending Expense December 31,Amount 2025 $ 61,718 2026 $ 1,119,169 2027 $ (409,973) 2028 $ (1,394,648) 2029 $ 303,058 E. Long-Term Expected Return on Investments The Minnesota State Board of Investment, which manages the investments of the PERA, prepares an analysis of the reasonableness on a regular basis of the long-term expected rate of return using a building-block method in which best-estimate ranges of expected future rates of return are developed for each major asset class. These ranges are combined to produce an expected long-term rate of return by weighting the expected future rates of return by the target asset allocation percentages. The target allocation and best-estimates of geometric real rates of return for each major asset class are summarized in the following table: Asset Class Domestic equity 33.50 %5.10 % International equity 16.50 5.30 % Fixed income 25.00 0.75 % Private markets 25.00 5.90 % Total 100.00 % Long-Term Expected Allocation Target Real Rate of Return F. Actuarial Methods and Assumptions The total pension liability for each of the cost-sharing defined benefit plans was determined by an actuarial valuation as of June 30, 2024, using the entry-age normal actuarial cost method. The long-term rate of return on pension plan investments used in the determination of the total liability is 7.00 percent. This assumption is based on a review of inflation and investments return assumptions from a number of national investment consulting firms. The review provided a range of investment return rates considered reasonable by the actuary. An investment return of 7.00 percent is within that range. Inflation is assumed to be 2.25 percent for the General Employees Plan and the Police and Fire Plan. Benefit increases after retirement are assumed to be 1.25 percent for the General Employees Plan and 1.00 percent for the Police and Fire Plan. -68- NOTE 8 – DEFINED BENEFIT PENSION PLANS – STATE-WIDE (CONTINUED) Salary growth assumptions in the General Employees Plan range in annual increments from 10.25 percent after one year of service to 3.00 percent after 27 years of service. In the Police and Fire Plan, salary growth assumptions range in annual increments from 11.75 percent after one year of service to 3.00 percent after 24 years of service. Mortality rates for the General Employees Plan are based on the Pub-2010 General Employee Mortality Table. Mortality rates for the Police and Fire Plan are based on the Pub-2010 Public Safety Employee Mortality tables. The tables are adjusted slightly to fit the PERA’s experience. Actuarial assumptions for the General Employees Plan are reviewed every four years. The General Employees Plan was last reviewed in 2022. The assumption changes were adopted by the Board and became effective with the July 1, 2023 actuarial valuation. The Police and Fire Plan was reviewed in 2024. The PERA anticipates the experience study will be approved by the Legislative Commission on Pensions and Retirement and become effective with the July 1, 2025 actuarial valuation. The following changes in actuarial assumptions and plan provisions occurred in 2024: 1. GERF CHANGES IN ACTUARIAL ASSUMPTIONS • Rates of merit and seniority were adjusted, resulting in slightly higher rates. • Assumed rates of retirement were adjusted as follows: increase the rate of assumed unreduced retirements, slight adjustments to Rule of 90 retirement rates, and slight adjustments to early retirement rates for Tier 1 and Tier 2 members. • Minor increase in assumed withdrawals for males and females. • Lower rates of disability. • Continued use of Pub-2010 General Mortality Table, with slight rate adjustments as recommended in the most recent experience study. • Minor changes to form of payment assumptions for male and female retirees. • Minor changes to assumptions made with respect to missing participant data. CHANGES IN PLAN PROVISIONS • The workers’ compensation offset for disability benefits was eliminated. The actuarial equivalent factors were updated to reflect the changes in assumptions. 2. PEPFF CHANGES IN PLAN PROVISIONS • The state contribution of $9.0 million per year will continue until the earlier of 1) both the Police and Fire Plan and the State Patrol Retirement Fund attain 90.00 percent funded status for three consecutive years (on an actuarial value of assets basis) or 2) July 1, 2048. The contribution was previously due to expire after attaining a 90.00 percent funded status for one year. • The additional $9.0 million contribution will continue until the Police and Fire Plan is fully funded for a minimum of three consecutive years on an actuarial value of assets basis, or July 1, 2048, whichever is earlier. This contribution was previously due to expire upon attainment of fully funded status on an actuarial value of assets basis for one year (or July 1, 2048 if earlier). -69- NOTE 8 – DEFINED BENEFIT PENSION PLANS – STATE-WIDE (CONTINUED) G. Discount Rate The discount rate used to measure the total pension liability in 2024 was 7.00 percent. The projection of cash flows used to determine the discount rate assumed that contributions from plan members and employers will be made at rates set in Minnesota Statutes. Based on these assumptions, the fiduciary net position of the General Employees Fund and the Police and Fire Fund were projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. H. Pension Liability Sensitivity The following table presents the City’s proportionate share of the net pension liability for all plans it participates in, calculated using the discount rate disclosed in the preceding section, as well as what the City’s proportionate share of the net pension liability would be if it were calculated using a discount rate 1 percentage point lower or 1 percentage point higher than the current discount rate: City’s proportionate share of the GERF net pension liability City’s proportionate share of the PEPFF net pension liability (6.00%)(7.00%)(8.00%) 1% Decrease in Discount Rate Current 1% Increase in Discount Rate Discount Rate 11,408,475$ 4,827,563$ (576,742)$ 5,738,933$ 2,627,523$ 68,104$ I. Pension Plan Fiduciary Net Position Detailed information about each pension plan’s fiduciary net position is available in a separately-issued PERA financial report that includes financial statements and required supplementary information. That report may be obtained on the internet at www.mnpera.org. NOTE 9 – DEFINED CONTRIBUTION PLAN Councilmembers of the City are covered by the Public Employees Defined Contribution Plan (PEDCP), a multiple-employer deferred compensation plan administered by the PERA. The PEDCP is a tax qualified plan under Section 401(a) of the IRC, and all contributions by or on behalf of employees are tax deferred until time of withdrawal. Plan benefits depend solely on amounts contributed to the plan plus investment earnings, less administrative expenses. Minnesota Statutes, Chapter 353D.03 and 356, specifies plan provisions, including the employee and employer contribution rates for those qualified personnel who elect to participate. An eligible elected official who decides to participate contributes 5.00 percent of their salary, which is matched by the elected official’s employer. For ambulance service personnel, employer contributions are determined by the employer, and for salaried employees, contributions must be a fixed percentage of salary. Employer contributions for volunteer personnel may be a unit value for each call or period of alert duty. Employees who are paid for their services may elect to make member contributions in an amount not to exceed the employer share. Employer and employee contributions are combined and used to purchase shares in one or more of the seven accounts of the Minnesota Supplemental Investment Fund. For administering the plan, the PERA receives 2.00 percent of employer contributions and 25 hundredths of 1.00 percent (0.25 percent) of the assets in each member’s account annually. -70- NOTE 9 – DEFINED CONTRIBUTION PLAN (CONTINUED) Total contributions made by the City during fiscal year 2024 were: Required Rate for Employees Employee Employer Employee Employer and Employers 2,351$ 2,351$ 5.00%5.00%5.00% Contribution Amount Percentage of Covered Payroll NOTE 10 – DEFINED BENEFIT PENSION PLANS – FIRE RELIEF ASSOCIATION A. Plan Description All members of the Prior Lake Fire Department (the Department) are covered by a defined benefit plan administered by the Prior Lake Fire Department Relief Association (the Association). As of December 31, 2023, the plan covered 26 active firefighters and 12 vested terminated firefighters whose pension benefits are deferred. The plan was established November 1, 1957, and the Association operates under the provisions of Minnesota Laws 1965, Chapter 446, as amended and Minnesota Statutes, Chapters 69 and 424A. It is governed by a Board of Trustees (the Board) made up of six members elected by the members of the Association for three-year terms, and the mayor, city manager, and fire chief, who serve as ex officio voting members of the Board of Trustees. The Association maintains a separate Special Fund to accumulate assets to fund the retirement benefits earned by the Department’s membership. Funding for the Association is derived from an insurance premium tax in accordance with the Volunteer Firefighter’s Relief Association Financing Guidelines Act. Funds are also derived from investment income. B. Benefits Provided 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 prior to his/her resignation, and who has reached the age of 50 years or more, $10,500 per year of service. A member who has served in the Department for at least 20 years but has not reached the age of 50, 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, have reached the age of 50, 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 lump sum of $10,500 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 10 years of service, the sum of $10,500 for each year that they served as an active member of the Department. -71- NOTE 10 – DEFINED BENEFIT PENSION PLANS – FIRE RELIEF ASSOCIATION (CONTINUED) C. Contributions Minnesota Statutes Chapter 424A authorizes pension benefits for volunteer fire relief associations. The plan is funded by fire state aid, investment earnings, and, if necessary, employer contributions as specified in Minnesota Statutes and voluntary city contributions (if applicable). The state of Minnesota contributed $372,220 in fire state aid to the plan on behalf of the Department for the year ended December 31, 2024, which was recorded as revenue. Required employer contributions are calculated annually based on statutory provisions. The City’s statutorily-required contributions to the plan for the year ended December 31, 2024 were $372,220. The City’s contributions were equal to the required contributions as set by state statutes plus an additional $20,000 voluntary contribution. Furthermore, firefighters have no obligation to contribute to the plan. D. Pension Costs At December 31, 2024, the City reported a net pension liability (asset) of ($1,291,092) for the plan. The net pension liability (asset) was measured as of December 31, 2023. The total pension liability used to calculate the net pension liability (asset) in accordance with Governmental Accounting Standards Board (GASB) Statement No. 68 was determined by applying an actuarial formula to specific census data certified by the Department as of December 31, 2023. For the year ended December 31, 2024, the City recognized pension expense of $645,297. The City also recognized $334,782 as revenue for the state of Minnesota’s on-behalf contributions to the Department. The following table presents the changes in net pension liability (asset) during the year: Total Pension Plan Fiduciary Net Pension Liability Net Position Liability (Asset) Beginning balance 3,851,347$ 4,709,168$ (857,821)$ Changes for the year Service cost 120,145 – 120,145 Interest on pension liability (asset)214,058 – 214,058 Municipal contributions – 20,000 (20,000) Projected investment earnings – 266,714 (266,714) Contributions (state)– 337,782 (337,782) Asset (gain) loss – 144,603 (144,603) Benefit payments (497,485) (497,485) – Administrative expenses – (1,625) 1,625 Total net changes (163,282) 269,989 (433,271) Ending balance 3,688,065$ 4,979,157$ (1,291,092)$ -72- NOTE 10 – DEFINED BENEFIT PENSION PLANS – FIRE RELIEF ASSOCIATION (CONTINUED) At December 31, 2024, the City reported deferred inflows of resources and deferred outflows of resources related to the pension from the following sources: Deferred Deferred Outflows Inflows of Resources of Resources Net difference between projected and actual earnings on plan investments 313,944$ –$ Changes in actuarial assumptions 13,292 16,454 Difference between expected and actual economic experience – 83,476 State aid to the City subsequent to the measurement date – 372,220 Contributions from the City subsequent to the measurement date 392,220 – Total 719,456$ 472,150$ Deferred outflows of resources totaling $392,220 related to pensions resulting from the City’s contributions to the plan subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ending December 31, 2025. Deferred inflows of resources totaling $372,220 related to state aid received subsequent to the measurement date will be recognized for its impact on the net pension liability in the year ending December 31, 2025. Other amounts reported as deferred outflows and inflows of resources related to the plan will be recognized in pension expense as follows: Pension Year Ending Expense December 31,Amount 2025 65,499$ 2026 85,037$ 2027 126,886$ 2028 (50,116)$ E. Actuarial Methods and Assumptions The total pension liability (asset) at December 31, 2024 was determined using the entry-age normal actuarial cost method and the following actuarial assumptions: Retirement eligibility at 100.00 percent service pension at age 50 with 20 years of service, early vested retirement at age 50 with 10 years of service vested at 60.00 percent and increased by 4.00 percent for each additional year of service, up to 20 and eligibility for deferred service pension payable at age 50 with 20 years of service Salary increases – 2.50% Investment rate of return – 5.75% 20-year municipal bond yield – N/A (no unfunded liabilities) The 5.75 percent long-term expected rate of return on pension plan investments has been set based on the plan’s target investment allocation, along with long-term return expectations by asset class. When there is sufficient historical evidence of market outperformance, historical average returns are considered. -73- NOTE 10 – DEFINED BENEFIT PENSION PLANS – FIRE RELIEF ASSOCIATION (CONTINUED) The target allocation and best-estimates of geometric real rates of return for each major asset class are summarized in the following table: Asset Class Cash 10.00 %2.00 % Fixed income 31.00 3.00 % Equities 59.00 7.90 % Total 100.00 %5.75 % Weight Portfolio Class Return Expected F. Discount Rate The discount rate used to measure the total pension liability was 5.75 percent. The discount rate was projected using expected benefit payments and expected asset returns. Expected benefit payments by year were discounted using the expected asset return assumption for years in which the assets were sufficient to pay all benefit payments. Any remaining benefit payments after the pension assets are exhausted are discounted at the municipal bond rate. The equivalent single rate is the discount rate. G. Pension Liability (Asset) Sensitivity The following presents the City’s net pension liability (asset) for the plan, calculated using the discount rate disclosed in the preceding paragraph, as well as what the City’s net pension liability (asset) would be if it were calculated using a discount rate 1 percent lower or 1 percent higher than the current discount rate: 1% Decrease in Current 1% Increase in Discount Rate Discount Rate Discount Rate (4.75%)(5.75%)(6.75%) Net pension liability (asset)(1,201,229)$ (1,291,092)$ (1,375,948)$ H. Pension Plan Fiduciary Net Position The Association issues a publicly available financial report. This report may be obtained by writing to the Prior Lake Fire Relief Association, 4646 Dakota Street SE, Prior Lake, Minnesota 55372. -74- NOTE 11 – OTHER POST-EMPLOYMENT BENEFITS (OPEB) PLAN A. Plan Description The City provides post-employment insurance benefits to certain eligible employees through its OPEB Plan, a single-employer defined benefit plan administered by the City. All post-employment benefits are based on contractual agreements with employee groups. 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. No plan assets are accumulated in a trust that meets the criteria in paragraph 4 of GASB Statement No. 75. B. Benefits Provided All retirees of the City upon retirement have the option under state law to continue their medical insurance coverage through the City. For members of certain employee groups, the City pays for all or part of the eligible retiree’s premiums for medical and/or dental insurance from the time of retirement until the employee reaches the age of eligibility for Medicare. Benefits paid by the City differ by bargaining unit and date of hire, with some contracts specifying a certain dollar amount per month, and some covering premium costs as defined within each collective bargaining agreement. 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 until the retiree reaches Medicare eligibility, 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. C. Contributions The required contribution is based on projected pay-as-you-go financing requirements, with additional amounts to prefund benefits as determined periodically by the City. The City’s current year required pay-as-you-go contributions to finance the benefits described in the previous section totaled $76,679. Contributions for OPEB are paid by the General Fund and enterprise funds. D. Membership Membership in the Plan consisted of the following as of the latest actuarial valuation: Retirees and beneficiaries receiving benefits 10 Active plan members 99 Total members 109 E. Total OPEB Liability of the City The City’s total OPEB liability of $986,051 at year-end was measured as of January 1, 2024 and was determined by an actuarial valuation as of January 1, 2023. -75- NOTE 11 – OTHER POST-EMPLOYMENT BENEFITS (OPEB) PLAN (CONTINUED) F. Actuarial Methods and Assumptions The total OPEB liability was determined by an actuarial valuation as of January 1, 2023, using the entry-age, level percentage of pay actuarial method and the following actuarial assumptions, applied to all periods included in the measurement, unless otherwise specified: Discount rate 4.00% 20-year municipal bond yield 4.00% Inflation rate 2.50% Salary increases Service graded table Healthcare trend rate 6.50% , grading to 5.00% over 6 years and then 4.00% over the next 48 years The actuarial assumptions used in the latest valuation were based on those used to value pension liabilities for Minnesota city employees. The state pension plans base their assumptions on periodic experience studies. Economic assumptions are based on input from a variety of published sources of historical and projected future financial data. Each assumption was reviewed for reasonableness with the source information, as well as for consistency with the other economic assumptions. Since the Plan is not funded by an irrevocable trust, the discount rate is equal to the 20-year municipal bond yield rate of 4.00 percent, which was set by considering published rate information for 20-year high quality, tax-exempt, general obligation municipal bonds as of the measurement date. Mortality rates were based on Pub-2010 Public Retirement Headcount-Weighted Mortality Tables with MP-2021 Generational Improvement Scale. Future retirees electing coverage is assumed to be 50 percent when a pre -age 65 subsidy is not available. Married future retirees electing spouse coverage is assumed to be 25 percent when a pre-age 65 subsidy is not available. G. Changes in the Total OPEB Liability Total OPEB Liability Beginning balance 968,202$ Changes for the year Service cost 59,375 Interest 39,498 Benefit payments – employer-financed (81,024) Total net changes 17,849 Ending balance 986,051$ -76- NOTE 11 – OTHER POST-EMPLOYMENT BENEFITS (OPEB) PLAN (CONTINUED) H. Total OPEB Liability Sensitivity to Discount and Healthcare Cost Trend Rate Changes The following presents the total OPEB liability of the City, as well as what the City’s total OPEB liability would be if it were calculated using a discount rate that is 1 percentage point lower or 1 percentage point higher than the current discount rate: OPEB discount rate Total OPEB liability 1,055,997$ 921,198$ 3.00% 5.00% 1% Decrease in 1% Increase in Discount Rate Discount Rate Current Discount Rate 986,051$ 4.00% The following presents the total OPEB liability of the City, as well as what the City’s total OPEB liability would be if it were calculated using healthcare cost trend rates that are 1 percentage point lower or 1 percentage point higher than the current healthcare cost trend rates: OPEB healthcare trend rate Total OPEB liability 891,737$ 1,096,290$ 4.00%, then 3.00%6.00%, then 5.00%5.00%, then 4.00% 986,051$ 1% Decrease in 1% Increase in 5.50% decreasing to 7.50% decreasing to Healthcare Trend Rate 6.50% decreasing to Healthcare Trend Rate Healthcare Trend Rate Current I. OPEB Expense and Related Deferred Outflows of Resources and Deferred Inflows of Resources For the current year ended, the City recognized OPEB expense of $75,029. As of year-end, the City reported deferred outflows of resources and deferred inflows of resources related to OPEB from the following sources: Deferred Deferred Outflows Inflows of Resources of Resources Changes in actuarial assumptions 89,248$ 158,124$ Difference between expected and actual economic experience 28,241 48,849 Contributions from the City subsequent to the measurement date 76,679 – 194,168$ 206,973$ Deferred outflows of resources totaling $76,679 related to OPEB resulting from city contributions to the Plan subsequent to the measurement date will be recognized as a reduction of the total OPEB liability in the year ending December 31, 2025. Other amounts reported as deferred outflows and inflows of resources related to the plan will be recognized in OPEB expense as follows: OPEB Year Ending Expense December 31 Amount 2025 (23,844)$ 2026 (23,844)$ 2027 (23,829)$ 2028 (5,988)$ 2029 (5,988)$ Thereafter (5,991)$ -77- NOTE 12 – STEWARDSHIP AND ACCOUNTABILITY Deficit Net Position As of December 31, 2024, the Severance Compensation Internal Service Fund had a deficit net position of $1,023,847. This deficit will be eliminated by future charges for services. NOTE 13 – TAX ABATEMENT AGREEMENTS The City, in order to spur economic development and redevelopment, has entered into private development and redevelopment agreements to encourage a developer to construct, expand, or improve new or existing properties and buildings or clean-up and redevelop blighted areas. The City currently has four agreements that would be considered tax abatements. Outstanding Amount Principal Date of Abated During Balance Required Name Purpose the Fiscal Year at Year-End Decertification 1-3 Lakefront 80-unit owner-occupied senior housing facility and 12,000 square feet of retail space and related improvements 108,714$ 635,306$ 12/31/2029 5-1 Premier Dance 10,000 square foot commercial facility to be used as a dance studio 13,922$ 56,326$ 12/31/2034 6-1 Shepherds Path 80.03 acres,including 442 senior housing units,a YMCA facility,youth center,medical office/clinic,bank,park area,trails,and companion uses to the existing church –$ 3,012,000$ 12/31/2032 1-5 Gateway Center Acquisition,construction,and equipping of a 170-unit multi-family senior housing development 138,225$ 835,131$ 12/31/2034 The City is authorized to create a tax increment financing plan under Minnesota Statutes, Chapter 469.175. The criteria that must be met under the state statutes are that, in the opinion of the municipality: • The proposed development or redevelopment would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future; • The increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in the market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of the district permitted by the plan. The requirements of this item do not apply if the district is a housing district; • The tax increment financing plan conforms to the general plan for the development or redevelopment of the municipality as a whole; and • The tax increment financing plan will afford maximum opportunity, consistent with the sound needs of the municipality as a whole, for the development or redevelopment of the project by private enterprise. The City has entered into private development agreements regarding certain tax increment properties. The vehicle used for this reimbursement is called a tax increment revenue note. -78- NOTE 13 – TAX ABATEMENT AGREEMENTS (CONTINUED) These notes provide for the payment of principal, equal to the developer’s costs, plus interest at a set rate. Payments on the loan will be made at the lesser of the note payment or the actual net tax increment received (or a reduced percentage received in certain cases) during specific years as stated in the agreement. Payments are first applied to accrued interest and then to the principal balance. The note is canceled at the end of the agreement term, whether or not the note has been repaid. Any additional tax increments received in years following the term are retained by the City. The outstanding principal balances as of December 31, 2024 for these agreements are listed on the previous page. These amounts are not included in long-term debt because the nature of these notes is that repayment is required only if sufficient tax increments are received. The City’s position is that these are obligations to assign future and uncertain revenue sources and, as such, is not actual debt in-substance. NOTE 14 – 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 The City has awarded contracts for various construction and remodeling projects. The City’s commitment for uncompleted work on these contracts at December 31, 2024 is $265,614. D. Tax Increment Districts The City’s tax increment districts are subject to review by the Office of the State Auditor. Any disallowed claims or misuse of tax increments could become a liability of the applicable fund. Management has indicated that they are not aware of any instances of noncompliance, which would have a material effect on the financial statements. E. Water Purchase Agreement To meet the City’s water needs as it continues to grow, the City entered into a Water Purchase and Facility Expansion Agreement with the Shakopee Mdewakanton Sioux Community. The agreement can help supply additional water to the City and will have future expansion available to meet the City’s long-term needs. This approach provides the City with the flexibility to evaluate the pace and timing of development in the Orderly Annexation Area before a substantial investment is needed to construct the expansion of the water treatment plant. The initial improvements, combined with the long-term water purchase agreement, could provide the City with enough water capacity for the next 15 to 20 years, depending on the rate of development. REQUIRED SUPPLEMENTARY INFORMATION Proportionate Share of the City’s Net Pension Proportionate Liability and City’s Share of the the City’s Proportionate Plan Fiduciary State of Share of the Share of the Net Position City’s City’s Minnesota’s State of Net Pension as a PERA Fiscal Proportion Proportionate Proportionate Minnesota’s Liability as a Percentage Year-End Date of the Net Share of the Share of the Share of the City’s Percentage of of the Total (Measurement Pension Net Pension Net Pension Net Pension Covered Covered Pension Date)Liability Liability Liability Liability Payroll Payroll Liability 06/30/2015 0.0719% 3,726,231$ –$ 3,726,231$ 4,189,768$ 88.94% 78.2% 06/30/2016 0.0691% 5,610,578$ 73,274$ 5,683,852$ 4,285,600$ 130.92% 68.9% 06/30/2017 0.0692% 4,417,682$ 55,547$ 4,473,229$ 4,457,941$ 99.10% 75.9% 06/30/2018 0.0655% 3,633,671$ 119,282$ 3,752,953$ 4,405,847$ 82.47% 79.5% 06/30/2019 0.0679% 3,754,038$ 116,662$ 3,870,700$ 4,803,433$ 78.15% 80.2% 06/30/2020 0.0714% 4,280,758$ 132,000$ 4,412,758$ 5,090,738$ 84.09% 79.1% 06/30/2021 0.0728% 3,108,888$ 94,910$ 3,203,798$ 5,239,605$ 59.33% 87.0% 06/30/2022 0.0728% 5,765,783$ 169,184$ 5,934,967$ 5,454,052$ 105.72% 76.7% 06/30/2023 0.0766% 4,283,385$ 118,061$ 4,401,446$ 6,093,842$ 70.29% 83.1% 06/30/2024 0.0711% 2,627,523$ 67,942$ 2,695,465$ 6,007,302$ 43.74% 89.1% Contributions Contributions in Relation to as a Statutorily the Statutorily Contribution Percentage Required Required Deficiency Covered of Covered Contributions Contributions (Excess)Payroll Payroll 314,233$ 314,233$ –$ 4,189,768$ 7.50% 332,258$ 332,258$ –$ 4,430,122$ 7.50% 328,001$ 328,001$ –$ 4,373,614$ 7.50% 344,234$ 344,234$ –$ 4,589,776$ 7.50% 374,803$ 374,803$ –$ 4,999,585$ 7.50% 395,820$ 395,820$ –$ 5,278,601$ 7.50% 406,799$ 406,799$ –$ 5,423,990$ 7.50% 420,458$ 420,458$ –$ 5,606,111$ 7.50% 447,938$ 447,938$ –$ 5,972,500$ 7.50% 459,747$ 459,747$ –$ 6,121,985$ 7.51% Year Ended December 31, 2024 12/31/2018 12/31/2019 City Fiscal 12/31/2024 Schedule of City Contributions CITY OF PRIOR LAKE PERA – General Employees Retirement Fund Schedule of City’s and Nonemployer Proportionate Share of Net Pension Liability PERA – General Employees Retirement Fund Year Ended December 31, 2024 City Fiscal Year-End Date 12/31/2015 12/31/2016 12/31/2017 12/31/2024 12/31/2020 12/31/2020 Year-End Date 12/31/2015 12/31/2017 12/31/2018 12/31/2019 12/31/2021 12/31/2021 12/31/2022 12/31/2022 12/31/2023 12/31/2023 12/31/2016 -79- Proportionate Share of the City’s Net Pension Proportionate Liability and City’s Share of the the City’s Proportionate Plan Fiduciary State of Share of the Share of the Net Position City’s City’s Minnesota’s State of Net Pension as a PERA Fiscal Proportion Proportionate Proportionate Minnesota’s Liability as a Percentage Year-End Date of the Net Share of the Share of the Share of the City’s Percentage of of the Total (Measurement Pension Net Pension Net Pension Net Pension Covered Covered Pension Date)Liability Liability Liability Liability Payroll Payroll Liability 06/30/2015 0.2400% 2,726,962$ –$ 2,726,962$ 2,244,215$ 121.51% 86.6% 06/30/2016 0.2380% 9,551,354$ –$ 9,551,354$ 2,294,383$ 416.29% 63.9% 06/30/2017 0.2360% 3,186,282$ –$ 3,186,282$ 2,425,426$ 131.37% 85.4% 06/30/2018 0.2463% 2,625,304$ –$ 2,625,304$ 2,595,948$ 101.13% 88.8% 06/30/2019 0.2569% 2,734,960$ –$ 2,734,960$ 2,713,440$ 100.79% 89.3% 06/30/2020 0.2570% 3,387,534$ 79,788$ 3,467,322$ 3,019,145$ 112.20% 87.2% 06/30/2021 0.2638% 2,036,257$ 91,525$ 2,127,782$ 3,117,270$ 65.32% 93.7% 06/30/2022 0.2998% 13,046,112$ 569,932$ 13,616,044$ 3,640,885$ 358.32% 70.5% 06/30/2023 0.3003% 5,185,791$ 208,890$ 5,394,681$ 3,943,912$ 131.49% 86.5% 06/30/2024 0.3669% 4,827,563$ 184,025$ 5,011,588$ 5,081,238$ 95.01% 90.2% Contributions Contributions in Relation to as a Statutorily the Statutorily Contribution Percentage Required Required Deficiency Covered of Covered Contributions Contributions (Excess)Payroll Payroll 363,525$ 363,525$ –$ 2,244,215$ 16.20% 377,586$ 377,586$ –$ 2,337,729$ 16.15% 400,549$ 400,549$ –$ 2,472,531$ 16.20% 431,541$ 431,541$ –$ 2,666,989$ 16.18% 498,625$ 498,625$ –$ 2,941,707$ 16.95% 555,781$ 555,781$ –$ 3,139,767$ 17.70% 596,631$ 596,631$ –$ 3,370,797$ 17.70% 668,511$ 668,511$ –$ 3,775,388$ 17.71% 774,423$ 774,423$ –$ 4,375,283$ 17.70% 946,330$ 946,330$ –$ 5,346,497$ 17.70% CITY OF PRIOR LAKE 12/31/2017 12/31/2018 12/31/2019 Schedule of City Contributions Year Ended December 31, 2024 PERA – Public Employees Police and Fire Fund Schedule of City’s and Nonemployer Proportionate Share of Net Pension Liability Year Ended December 31, 2024 PERA – Public Employees Police and Fire Fund City Fiscal 12/31/2023 Year-End Date 12/31/2024 City Fiscal Year-End Date 12/31/2015 12/31/2016 12/31/2020 12/31/2017 12/31/2018 12/31/2019 12/31/2021 12/31/2023 12/31/2022 12/31/2024 12/31/2015 12/31/2016 12/31/2021 12/31/2022 12/31/2020 -80- City fiscal year-end dated December 31,2015 2016 2017 2018 Measurement period – December 31,2014 2015 2016 2017 Total pension liability Service cost 106,719$ 109,387$ 110,441$ 132,893$ Interest 148,718 164,204 192,181 208,100 Asset (gain) loss – – 28,006 – Benefit payments – – (34,403) (209,373) Assumption changes – – – – Plan changes – 99,450 34,110 304,902 Net change in total pension liability 255,437 373,041 330,335 436,522 Total pension liability – beginning 2,481,307 2,736,744 3,109,785 3,440,120 Total pension liability – ending 2,736,744$ 3,109,785$ 3,440,120$ 3,876,642$ Plan fiduciary net position Contributions (state and local)215,194$ 228,087$ 235,891$ 237,182$ Net investment income 154,856 (169,276) 320,811 640,986 Benefit payments – – (34,403) (209,373) Administrative costs (6,647) (6,640) (9,160) (120) Net change in plan fiduciary net position 363,403 52,171 513,139 668,675 Total plan fiduciary net position – beginning 3,301,229 3,664,632 3,716,803 4,229,942 Total plan fiduciary net position – ending 3,664,632$ 3,716,803$ 4,229,942$ 4,898,617$ Net pension liability (asset) – ending (927,888)$ (607,018)$ (789,822)$ (1,021,975)$ Plan fiduciary net position as a percentage of the total pension liability 133.90%119.52%122.96%126.36% CITY OF PRIOR LAKE Prior Lake Fire Relief Association Schedule of Changes in the Relief Association’s Net Pension Liability (Asset) and Related Ratios (Last Ten Years) -81- 2019 2020 2021 2022 2023 2024 2018 2019 2020 2021 2022 2023 151,350$ 153,304$ 157,137$ 147,320$ 151,003$ 120,145$ 220,949 197,843 193,390 194,644 196,874 214,058 (60,490) – (42,606) – (70,586) – (691,031) (213,500) (658,375) (401,000) (209,168) (497,485) 53,174 – – – (24,682) – – – 254,366 – 274,789 – (326,048) 137,647 (96,088) (59,036) 318,230 (163,282) 3,876,642 3,550,594 3,688,241 3,592,153 3,533,117 3,851,347 3,550,594$ 3,688,241$ 3,592,153$ 3,533,117$ 3,851,347$ 3,688,065$ 247,610$ 253,651$ 271,275$ 262,564$ 316,956$ 357,782$ (262,184) 685,784 357,043 468,887 (596,082) 411,317 (691,031) (213,500) (658,375) (401,000) (209,168) (497,485) (2,644) – (13,666) – (5,569) (1,625) (708,249) 725,935 (43,723) 330,451 (493,863) 269,989 4,898,617 4,190,368 4,916,303 4,872,580 5,203,031 4,709,168 4,190,368$ 4,916,303$ 4,872,580$ 5,203,031$ 4,709,168$ 4,979,157$ (639,774)$ (1,228,062)$ (1,280,427)$ (1,669,914)$ (857,821)$ (1,291,092)$ 118.02%133.30%135.65%147.26%122.27%135.01% -82- Contributions in Relation to the Statutorily Statutorily Contribution Voluntary Required Required Deficiency City Contributions Contributions (Excess)Contribution 208,087$ 208,087$ –$ 20,000$ 215,891$ 215,891$ –$ 20,000$ 217,182$ 217,182$ –$ 20,000$ 225,610$ 225,610$ –$ 20,000$ 234,651$ 234,651$ –$ 20,000$ 247,275$ 247,275$ –$ 20,000$ 260,564$ 260,564$ –$ 20,000$ 293,956$ 293,956$ –$ 20,000$ 334,782$ 334,782$ –$ 20,000$ 372,220$ 372,220$ –$ 20,000$ 12/31/2024 CITY OF PRIOR LAKE Prior Lake Fire Relief Association Schedule of City Contributions Year Ended December 31, 2024 (Last Ten Years) 12/31/2015 12/31/2023 City Fiscal Year-End Date 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 -83- 2018 2019 2020 2021 2022 2023 2024 Total OPEB liability Service cost 61,214$ 62,717$ 64,598$ 75,099$ 77,355$ 57,646$ 59,375$ Interest 29,555 31,270 32,188 35,042 22,440 22,740 39,498 Changes of assumptions – (37,343) – 148,752 – (194,243) – Differences between expected and actual experiences – (123,346) – (12,906) – 37,657 – Benefit payments (37,688) (42,907) (28,422) (36,020) (60,688) (69,560) (81,024) Net change in total OPEB liability 53,081 (109,609) 68,364 209,967 39,107 (145,760) 17,849 Total OPEB liability – beginning of year 853,052 906,133 796,524 864,888 1,074,855 1,113,962 968,202 Total OPEB liability – end of year 906,133$ 796,524$ 864,888$ 1,074,855$ 1,113,962$ 968,202$ 986,051$ Covered employee payroll 6,560,761$ 7,134,065$ 7,348,087$ 8,306,510$ 8,555,705$ 9,121,595$ 9,395,243$ Total OPEB liability as a percentage of covered employee payroll 13.81% 11.17% 11.77% 12.94% 13.02% 10.61% 10.50% Note: Other Post-Employment Benefits Plan CITY OF PRIOR LAKE Fiscal Year-End Year Ended December 31, 2024 OPEB Liability and Related Ratios Schedule of Changes in the City’s Total The City implemented GASB Statement No.75 in fiscal 2018.This schedule is intended to present 10-year trend information.Additional years will be added as they become available. -84- THIS PAGE INTENTIONALLY LEFT BLANK CITY OF PRIOR LAKE Notes to Required Supplementary Information December 31, 2024 -85- PERA – GENERAL EMPLOYEES RETIREMENT FUND 2024 CHANGES IN ACTUARIAL ASSUMPTIONS • Rates of merit and seniority were adjusted, resulting in slightly higher rates. • Assumed rates of retirement were adjusted as follows: increase the rate of assumed unreduced retirements, slight adjustments to Rule of 90 retirement rates, and slight adjustments to early retirement rates for Tier 1 and Tier 2 members. • Minor increase in assumed withdrawals for males and females. • Lower rates of disability. • Continued use of Pub-2010 General Mortality Table, with slight rate adjustments as recommended in the most recent experience study. • Minor changes to form of payment assumptions for male and female retirees. • Minor changes to assumptions made with respect to missing participant data. 2024 CHANGES IN PLAN PROVISIONS • The workers’ compensation offset for disability benefits was eliminated. The actuarial equivalent factors were updated to reflect the changes in assumptions. 2023 CHANGES IN ACTUARIAL ASSUMPTIONS • The investment return assumption and single discount rate were changed from 6.50 percent to 7.00 percent. 2023 CHANGES IN PLAN PROVISIONS • An additional one-time direct state aid contribution of $170.1 million will be contributed to the Plan on October 1, 2023. • The vesting period of those hired after June 30, 2010, was changed from five years of allowable service to three years of allowable service. • The benefit increase delay for early retirements on or after January 1, 2024, was eliminated. • A one-time, noncompounding benefit increase of 2.50 percent minus the actual 2024 adjustment will be payable in a lump sum for calendar year 2024 by March 31, 2024. 2022 CHANGES IN ACTUARIAL ASSUMPTIONS • The mortality improvement scale was changed from Scale MP-2020 to Scale MP-2021. 2021 CHANGES IN ACTUARIAL ASSUMPTIONS • The investment return and single discount rates were changed from 7.50 percent to 6.50 percent, for financial reporting purposes. • The mortality improvement scale was changed from Scale MP-2019 to Scale MP-2020. -86- PERA – GENERAL EMPLOYEES RETIREMENT FUND (CONTINUED) 2020 CHANGES IN ACTUARIAL ASSUMPTIONS • The price inflation assumption was decreased from 2.50 percent to 2.25 percent. • The payroll growth assumption was decreased from 3.25 percent to 3.00 percent. • Assumed salary increase rates were changed as recommended in the June 30, 2019 experience study. The net effect is assumed rates that average 0.25 percent less than previous rates. • Assumed rates of retirement were changed as recommended in the June 30, 2019 experience study. The changes result in more unreduced (normal) retirements and slightly fewer Rule of 90 and early retirements. • Assumed rates of termination were changed as recommended in the June 30, 2019 experience study. The new rates are based on service and are generally lower than the previous rates for years two through five, and slightly higher thereafter. • Assumed rates of disability were changed as recommended in the June 30, 2019 experience study. The change results in fewer predicted disability retirements for males and females. • The base mortality table for healthy annuitants and employees was changed from the RP-2014 Table to the Pub-2010 General Mortality Table, with adjustments. The base mortality table for disabled annuitants was changed from the RP-2014 Disabled Annuitant Mortality Table to the Pub-2010 General/Teacher Disabled Annuitant Mortality Table, with adjustments. • The mortality improvement scale was changed from MP-2018 to MP-2019. • The assumed spouse age difference was changed from two years older for females to one year older. • The assumed number of married male new retirees electing the 100.00 percent joint and survivor option changed from 35.00 percent to 45.00 percent. The assumed number of married female new retirees electing the 100.00 percent joint and survivor option changed from 15.00 percent to 30.00 percent. The corresponding number of married new retirees electing the life annuity option was adjusted accordingly. 2020 CHANGES IN PLAN PROVISIONS • Augmentation for current privatized members was reduced to 2.00 percent for the period July 1, 2020 through December 31, 2023, and zero percent thereafter. Augmentation was eliminated for privatizations occurring after June 30, 2020. 2019 CHANGES IN ACTUARIAL ASSUMPTIONS • The mortality projection scale was changed from MP-2017 to MP-2018. 2019 CHANGES IN PLAN PROVISIONS • The employer supplemental contribution was changed prospectively, decreasing from $31.0 million to $21.0 million per year. The state’s special funding contribution was changed prospectively, requiring $16.0 million due per year through 2031. -87- PERA – GENERAL EMPLOYEES RETIREMENT FUND (CONTINUED) 2018 CHANGES IN ACTUARIAL ASSUMPTIONS • The mortality projection scale was changed from MP-2015 to MP-2017. • The assumed benefit increase was changed from 1.00 percent per year through 2044, and 2.50 percent per year thereafter, to 1.25 percent per year. 2018 CHANGES IN PLAN PROVISIONS • The augmentation adjustment in early retirement factors is eliminated over a five-year period starting July 1, 2019, resulting in actuarial equivalence after June 30, 2024. • Interest credited on member contributions decreased from 4.00 percent to 3.00 percent, beginning July 1, 2018. • Deferred augmentation was changed to zero percent, effective January 1, 2019. Augmentation that has already accrued for deferred members will still apply. • Contribution stabilizer provisions were repealed. • Post-retirement benefit increases were changed from 1.00 percent per year with a provision to increase to 2.50 percent upon attainment of 90.00 percent funding ratio to 50.00 percent of the Social Security Cost of Living Adjustment, not less than 1.00 percent and not more than 1.50 percent, beginning January 1, 2019. • For retirements on or after January 1, 2024, the first benefit increase is delayed until the retiree reaches normal retirement age; does not apply to Rule of 90 retirees, disability benefit recipients, or survivors. • Actuarial equivalent factors were updated to reflect revised mortality and interest assumptions. 2017 CHANGES IN ACTUARIAL ASSUMPTIONS • The Combined Service Annuity (CSA) loads were changed from 0.80 percent for active members and 60.00 percent for vested and nonvested deferred members. The revised CSA loads are now zero percent for active member liability, 15.00 percent for vested deferred member liability, and 3.00 percent for nonvested deferred member liability. • The assumed post-retirement benefit increase rate was changed from 1.00 percent per year for all years, to 1.00 percent per year through 2044, and 2.50 percent per year thereafter. 2017 CHANGES IN PLAN PROVISIONS • The state’s contribution for the Minneapolis Employees Retirement Fund equals $16.0 million in 2017 and 2018, and $6.0 million thereafter. • The Employer Supplemental Contribution for the Minneapolis Employees Retirement Fund changed from $21.0 million to $31.0 million in calendar years 2019 to 2031. The state’s contribution changed from $16.0 million to $6.0 million in calendar years 2019 to 2031. -88- PERA – GENERAL EMPLOYEES RETIREMENT FUND (CONTINUED) 2016 CHANGES IN ACTUARIAL ASSUMPTIONS • The assumed post-retirement benefit increase rate was changed from 1.00 percent per year through 2035, and 2.50 percent per year thereafter, to 1.00 percent per year for all years. • The assumed investment return was changed from 7.90 percent to 7.50 percent. The single discount rate changed from 7.90 percent to 7.50 percent. • Other assumptions were changed pursuant to the experience study June 30, 2015. The assumed future salary increases, payroll growth, and inflation were decreased by 0.25 percent to 3.25 percent for payroll growth, and 2.50 percent for inflation. 2015 CHANGES IN ACTUARIAL ASSUMPTIONS • The assumed post-retirement benefit increase rate was changed from 1.00 percent per year through 2030, and 2.50 percent per year thereafter, to 1.00 percent per year through 2035, and 2.50 percent per year thereafter. 2015 CHANGES IN PLAN PROVISIONS • On January 1, 2015, the Minneapolis Employees Retirement Fund was merged into the General Employees Fund, which increased the total pension liability by $1.1 billion and increased the fiduciary plan net position by $892.0 million. Upon consolidation, state and employer contributions were revised; the state’s contribution of $6.0 million, which meets the special funding situation definition, was due September 2015. -89- PERA – PUBLIC EMPLOYEES POLICE AND FIRE FUND 2024 CHANGES IN PLAN PROVISIONS • The state contribution of $9.0 million per year will continue until the earlier of 1) both the Police and Fire Plan and the State Patrol Retirement Fund attain 90.00 percent funded status for three consecutive years (on an actuarial value of assets basis) or 2) July 1, 2048. The contribution was previously due to expire after attaining a 90.00 percent funded status for one year. • The additional $9.0 million contribution will continue until the Police and Fire Plan is fully funded for a minimum of three consecutive years on an actuarial value of assets basis, or July 1, 2048, whichever is earlier. This contribution was previously due to expire upon attainment of fully funded status on an actuarial value of assets basis for one year (or July 1, 2048 if earlier). 2023 CHANGES IN ACTUARIAL ASSUMPTIONS • The investment return assumption was changed from 6.50 percent to 7.00 percent. • The single discount rate changed from 5.40 percent to 7.00 percent. 2023 CHANGES IN PLAN PROVISIONS • Additional one-time direct state aid contribution of $19.4 million will be contributed to the Plan on October 1, 2023. • Vesting requirement for new hires after June 30, 2014, was changed from a graded 20 -year vesting schedule to a graded 10-year vesting schedule, with 50.00 percent vesting after five years, increasing incrementally to 100.00 percent after 10 years. • A one-time, noncompounding benefit increase of 3.00 percent will be payable in a lump sum for calendar year 2024 by March 31, 2024. • Psychological treatment is required effective July 1, 2023, prior to approval for a duty disability benefit for a psychological condition relating to the member’s occupation. • The total and permanent duty disability benefit was increased, effective July 1, 2023. 2022 CHANGES IN ACTUARIAL ASSUMPTIONS • The mortality improvement scale was changed from Scale MP-2020 to Scale MP-2021. • This single discount rate changed from 6.50 percent to 5.40 percent. 2021 CHANGES IN ACTUARIAL ASSUMPTIONS • The investment return and single discount rates were changed from 7.50 percent to 6.50 percent, for financial reporting purposes. • The inflation assumption was changed from 2.50 percent to 2.25 percent. • The payroll growth assumption was changed from 3.25 percent to 3.00 percent. • The base mortality table for healthy annuitants and employees was changed from the RP-2014 Table to the Pub-2010 Public Safety Mortality Table. The mortality improvement scale was changed from MP-2019 to MP-2020. • The base mortality table for disabled annuitants was changed from the RP-2014 Healthy Annuitant Mortality Table (with future mortality improvement according to Scale MP-2019) to the Pub-2010 Public Safety Disabled Annuitant Mortality Table (with future mortality improvement according to Scale MP-2020). • Assumed rates of salary increase were modified as recommended in the July 14, 2020 experience study. The overall impact is a decrease in gross salary increase rates. -90- PERA – PUBLIC EMPLOYEES POLICE AND FIRE FUND (CONTINUED) 2021 CHANGES IN ACTUARIAL ASSUMPTIONS (CONTINUED) • Assumed rates of retirement were changed as recommended in the July 14, 2020 experience study. The changes result in slightly more unreduced retirements and fewer assumed early retirements. • Assumed rates of withdrawal were changed from select and ultimate rates to service -based rates. The changes result in more assumed terminations. • Assumed rates of disability were increased for ages 25–44 and decreased for ages over 49. Overall, proposed rates result in more projected disabilities. • Assumed percent married for active female members was changed from 60.00 percent to 70.00 percent. Minor changes to form of payment assumptions were applied. 2020 CHANGES IN ACTUARIAL ASSUMPTIONS • The mortality projection scale was changed from MP-2018 to MP-2019. 2019 CHANGES IN ACTUARIAL ASSUMPTIONS • The mortality projection scale was changed from MP-2017 to MP-2018. 2018 CHANGES IN ACTUARIAL ASSUMPTIONS • The mortality projection scale was changed from MP-2016 to MP-2017. 2018 CHANGES IN PLAN PROVISIONS • Post-retirement benefit increases were changed to 1.00 percent for all years, with no trigger. • An end date of July 1, 2048 was added to the existing $9.0 million state contribution. • New annual state aid will equal $4.5 million in fiscal years 2019 and 2020, and $9.0 million thereafter, until the plan reaches 100.00 percent funding, or July 1, 2048, if earlier. • Member contributions were changed from 10.80 percent to 11.30 percent of pay, effective January 1, 2019, and 11.80 percent of pay, effective January 1, 2020. • Employer contributions were changed from 16.20 percent to 16.95 percent of pay, effective January 1, 2019, and 17.70 percent of pay, effective January 1, 2020. • Interest credited on member contributions decreased from 4.00 percent to 3.00 percent, beginning July 1, 2018. • Deferred augmentation was changed to zero percent, effective January 1, 2019. Augmentation that has already accrued for deferred members will still apply. • Actuarial equivalent factors were updated to reflect revised mortality and interest assumptions. 2017 CHANGES IN ACTUARIAL ASSUMPTIONS • Assumed salary increases were changed as recommended in the June 30, 2016 experience study. The net effect is proposed rates that average 0.34 percent lower than the previous rates. • Assumed rates of retirement were changed, resulting in fewer retirements. • The CSA load was 30.00 percent for vested and nonvested deferred members. The CSA has been changed to 33.00 percent for vested members, and 2.00 percent for nonvested members. • The base mortality table for healthy annuitants was changed from the RP-2000 Fully Generational Table to the RP-2014 Fully Generational Table (with a base year of 2006), with male rates adjusted by a factor of 0.96. The mortality improvement scale was changed from Scale AA to Scale MP-2016. The base mortality table for disabled annuitants was changed from the RP-2000 Disabled Mortality Table to the mortality tables assumed for healthy retirees. -91- PERA – PUBLIC EMPLOYEES POLICE AND FIRE FUND (CONTINUED) 2017 CHANGES IN ACTUARIAL ASSUMPTIONS (CONTINUED) • Assumed termination rates were decreased to 3.00 percent for the first three years of service. Rates beyond the select period of three years were adjusted, resulting in more expected terminations overall. • Assumed percentage of married female members was decreased from 65.00 percent to 60.00 percent. • Assumed age difference was changed from separate assumptions for male members (wives assumed to be three years younger) and female members (husbands assumed to be four years older) to the assumption that males are two years older than females. • The assumed percentage of female members electing joint and survivor annuities was increased. • The assumed post-retirement benefit increase rate was changed from 1.00 percent for all years, to 1.00 percent per year through 2064, and 2.50 percent thereafter. • The single discount rate was changed from 5.60 percent per annum to 7.50 percent per annum. 2016 CHANGES IN ACTUARIAL ASSUMPTIONS • The assumed post-retirement benefit increase rate was changed from 1.00 percent per year through 2037, and 2.50 percent per year thereafter, to 1.00 percent per year for all future years. • The assumed investment return was changed from 7.90 percent to 7.50 percent. • The single discount rate changed from 7.90 percent to 5.60 percent. • The assumed future salary increases, payroll growth, and inflation were decreased by 0.25 percent to 3.25 percent for payroll growth, and 2.50 percent for inflation. 2015 CHANGES IN ACTUARIAL ASSUMPTIONS • The assumed post-retirement benefit increase rate was changed from 1.00 percent per year through 2030, and 2.50 percent per year thereafter, to 1.00 percent per year through 2037, and 2.50 percent per year thereafter. 2015 CHANGES IN PLAN PROVISIONS • The post-retirement benefit increase to be paid after attainment of the 90.00 percent funding threshold was changed from inflation up to 2.50 percent, to a fixed rate of 2.50 percent. PRIOR LAKE FIRE RELIEF ASSOCIATION • The discount rate was changed from 5.50 percent to 5.75 percent for 2023. • A benefit level increase from $9,000 to $10,500 occurred starting January 1, 2022. • A benefit level increase from $8,500 to $9,000 was reflected in the pension liability for 2021. • The discount rate was changed from 6.00 percent to 5.50 percent for 2019. • A benefit level increase from $8,000 to $8,500 was reflected in the pension liability for 2019. • A benefit level increase from $7,200 to $8,000 was reflected in the pension liability for 2018. • A benefit level increase from $7,100 to $7,200 was reflected in the pension liability for 2017. • A benefit level increase from $6,800 to $7,100 was reflected in the pension liability for 2016. -92- OTHER POST-EMPLOYMENT BENEFITS PLAN 2023 CHANGES IN ACTUARIAL ASSUMPTIONS • The healthcare trend rates were changed to better anticipate short-term and long-term medical increases. • The mortality tables were updated from the Pub-2010 Public Retirement Plans Headcount-Weighted Mortality Tables (General, Safety) with MP-2020 Generational Improvement Scale to the Pub-2010 Public Retirement Plans Headcount-Weighted Mortality Tables (General, Safety) with MP-2021 Generational Improvement Scale. • The retirement, withdrawal, and salary increase rates for public safety employees were updated to reflect the latest experience study. • The inflation rate changed from 2.00 percent to 2.50 percent. • The discount rate was changed from 2.00 percent to 4.00 percent. 2021 CHANGES IN ACTUARIAL ASSUMPTIONS • The healthcare trend rates were changed to better anticipate short-term and long-term medical increases. • The mortality tables were updated from the RP-2014 Mortality Tables (Blue Collar for Public Safety, White Collar for Others) with MP-2018 Generational Improvement Scale to the Pub-2010 Public Retirement Plans Headcount-Weighted Mortality Tables (General, Safety) with MP-2020 Generational Improvement Scale. • The inflation rate changed from 2.50 percent to 2.00 percent. • The salary increase rates were changed from a flat 3.00 percent per year for all employees, to rates, which vary by service and contract group. • The discount rate was changed from 3.80 percent to 2.00 percent. 2019 CHANGES IN ACTUARIAL ASSUMPTIONS • The healthcare trend rates were changed from 6.25 percent, grading to 5.00 percent over five years, to 6.50 percent, grading to 5.00 percent over six years. • The mortality tables were updated to meet current actuarial standards. • The discount rate was changed from 3.30 percent to 3.80 percent. 2018 CHANGES IN ACTUARIAL ASSUMPTIONS • The healthcare trend rates were changed from 6.50 percent, grading to 5.00 percent over six years, to 6.25 percent, grading to 5.00 percent over five years. • The mortality table was updated from RP-2014 adjusted to 2006 White Collar Mortality Tables with MP-2016 Generational Improvement Scale, to RF-2014 White Collar with MP-2016 Generational Improvement Scale. • The actuarial cost method was changed from entry-age normal level dollar to entry-age level percent of pay. • The discount rate was changed from 3.50 percent to 3.30 percent. SUPPLEMENTARY INFORMATION Special Revenue Capital Projects Total Assets Cash and investments 4,077,442$ 10,067,216$ 14,144,658$ Cash held in escrow 31,365 – 31,365 Receivables Delinquent taxes 3,292 – 3,292 Accounts 13,314 44,974 58,288 Lease 31,936 – 31,936 Special assessments Deferred – 2,688 2,688 Due from other governmental agencies 1,521 13,508 15,029 Assets held for resale 1,315,577 – 1,315,577 Total assets 5,474,447$ 10,128,386$ 15,602,833$ Liabilities Accounts and contracts payable 85,123$ 309,197$ 394,320$ Accrued salaries and employee benefits payable 5,223 – 5,223 Due to other governmental agencies 767 – 767 Deposits payable 85,461 – 85,461 Unearned revenue 55,536 – 55,536 Total liabilities 232,110 309,197 541,307 Deferred inflows of resources Lease revenue for subsequent years 32,638 – 32,638 Unavailable revenue from delinquent taxes 3,292 – 3,292 Unavailable revenue from special assessments – 2,688 2,688 Total deferred inflows of resources 35,930 2,688 38,618 Fund balances Restricted 5,206,407 232,883 5,439,290 Assigned – 9,583,618 9,583,618 Total fund balances 5,206,407 9,816,501 15,022,908 Total liabilities, deferred inflows of resources, and fund balances 5,474,447$ 10,128,386$ 15,602,833$ CITY OF PRIOR LAKE Nonmajor Governmental Funds Combining Balance Sheet as of December 31, 2024 -93- Special Revenue Capital Projects Total Revenue Taxes 387,197$ 2,128,394$ 2,515,591$ Special assessments – 787 787 Charges for services 124,764 689,739 814,503 Intergovernmental 308,292 313,157 621,449 Investment income 130,642 465,830 596,472 Miscellaneous Contributions and donations 7,450 – 7,450 Other 4,750 89,800 94,550 Total revenue 963,095 3,687,707 4,650,802 Expenditures Current General government 3,577 183,610 187,187 Public safety 16,441 – 16,441 Culture and recreation 6,946 2,644 9,590 Economic development 186,360 – 186,360 Capital outlay 660,552 3,986,455 4,647,007 Total expenditures 873,876 4,172,709 5,046,585 Excess (deficiency) of revenues over expenditures 89,219 (485,002) (395,783) Other financing sources (uses) Transfers in – 424,000 424,000 Transfers out (691,100) (360,624) (1,051,724) Sale of capital assets – 294,704 294,704 Total other financing sources (uses)(691,100) 358,080 (333,020) Net change in fund balances (601,881) (126,922) (728,803) Fund balances Beginning of year, as previously reported 5,808,288 11,930,817 17,739,105 Change within financial reporting entity (nonmajor to major fund)– (1,987,394) (1,987,394) Beginning of year, restated 5,808,288 9,943,423 15,751,711 End of year 5,206,407$ 9,816,501$ 15,022,908$ Year Ended December 31, 2024 CITY OF PRIOR LAKE Nonmajor Governmental Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances -94- Capital ED Revolving Cable Park Loan Franchise EDA Assets Cash and investments 1,524,026$ 142,320$ 113,156$ 555,038$ Cash held in escrow – – 25,000 – Receivables Delinquent taxes – – – 3,292 Accounts 7,207 903 3,252 632 Lease 31,936 – – – Due from other governmental agencies – – – 1,521 Assets held for resale – – – 1,315,577 Total assets 1,563,169$ 143,223$ 141,408$ 1,876,060$ Liabilities Accounts and contracts payable (credit)83,108$ –$ –$ 57$ Accrued salaries and employee benefits payable – – – 5,223 Due to other governmental agencies – – – 767 Deposits payable – – 25,000 – Unearned revenue 40,986 – – – Total liabilities 124,094 – 25,000 6,047 Deferred inflows of resources Lease revenue for subsequent years 32,638 – – – Unavailable revenue from delinquent taxes – – – 3,292 Total deferred inflows of resources 32,638 – – 3,292 Fund balances Restricted for economic development – 143,223 – – Restricted for forfeiture sales – – – – Restricted for public safety – – – – Restricted for capital improvements 1,406,437 – – – Restricted for development – – – 1,866,721 Restricted for communications – – 116,408 – Total fund balances 1,406,437 143,223 116,408 1,866,721 Total liabilities, deferred inflows of resources, and fund balances 1,563,169$ 143,223$ 141,408$ 1,876,060$ CITY OF PRIOR LAKE Nonmajor Special Revenue Funds Combining Balance Sheet as of December 31, 2024 -95- Local Police MN Public Affordable Forfeiture DAG Safety Housing Aid Total 102,577$ 990,697$ 570,083$ 79,545$ 4,077,442$ 6,365 – – – 31,365 – – – – 3,292 537 – 783 – 13,314 – – – – 31,936 – – – – 1,521 – – – – 1,315,577 109,479$ 990,697$ 570,866$ 79,545$ 5,474,447$ (150)$ 2,108$ –$ –$ 85,123$ – – – – 5,223 – – – – 767 6,365 54,096 – – 85,461 – 14,550 – – 55,536 6,215 70,754 – – 232,110 – – – – 32,638 – – – – 3,292 – – – – 35,930 – – – 79,545 222,768 103,264 – – – 103,264 – – 570,866 – 570,866 – 919,943 – – 2,326,380 – – – – 1,866,721 – – – – 116,408 103,264 919,943 570,866 79,545 5,206,407 109,479$ 990,697$ 570,866$ 79,545$ 5,474,447$ -96- Capital ED Revolving Cable Park Loan Franchise EDA Revenues Taxes –$ –$ –$ 387,197$ Charges for services 61,610 – 13,368 27,867 Intergovernmental 198,467 – – – Investment income 69,807 5,867 4,525 16,977 Miscellaneous Contributions and donations 7,450 – – – Other – – – – Total revenues 337,334 5,867 17,893 432,041 Expenditures Current General government – – 3,577 – Public safety – – – – Culture and recreation 6,946 – – – Economic development – – – 156,080 Capital outlay 549,043 – – 9,500 Total expenditures 555,989 – 3,577 165,580 Excess (deficiency) of revenues over expenditures (218,655) 5,867 14,316 266,461 Other financing (uses) Transfers out – – – – Net change in fund balances (218,655) 5,867 14,316 266,461 Fund balances Beginning of year 1,625,092 137,356 102,092 1,600,260 End of year 1,406,437$ 143,223$ 116,408$ 1,866,721$ CITY OF PRIOR LAKE Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances Year Ended December 31, 2024 -97- Local Police MN Public Affordable Forfeiture DAG Safety Housing Aid Total –$ –$ –$ –$ 387,197$ – 21,919 – – 124,764 – – – 109,825 308,292 4,773 – 28,693 – 130,642 – – – – 7,450 4,750 – – – 4,750 9,523 21,919 28,693 109,825 963,095 – – – – 3,577 16,441 – – – 16,441 – – – – 6,946 – – – 30,280 186,360 – 102,009 – – 660,552 16,441 102,009 – 30,280 873,876 (6,918) (80,090) 28,693 79,545 89,219 – – (691,100) – (691,100) (6,918) (80,090) (662,407) 79,545 (601,881) 110,182 1,000,033 1,233,273 – 5,808,288 103,264$ 919,943$ 570,866$ 79,545$ 5,206,407$ -98- Revolving Trunk Street Equipment Reserve Oversizing Assets Cash and investments 793,947$ 6,766,141$ –$ Receivables Accounts (refund)7,232 26,951 – Special assessments Deferred – 2,688 – Due from other governmental agencies 3,429 – – Total assets 804,608$ 6,795,780$ –$ Liabilities Accounts and contracts payable 34,353$ –$ –$ Deferred inflows of resources Unavailable revenue from special assessments – 2,688 – Fund balances Restricted for tax increment – – – Assigned for capital improvements 770,255 6,793,092 – Total fund balances 770,255 6,793,092 – Total liabilities, deferred inflows of resources, and fund balances 804,608$ 6,795,780$ –$ CITY OF PRIOR LAKE Nonmajor Capital Projects Funds Combining Balance Sheet as of December 31, 2024 -99- Tax Tax Tax Increment 1-3 Increment 5-1 Increment 6-1 Lakefront Premiere Shepard’s Path 197,838$ 19,966$ –$ 687 16 – – – – – – – 198,525$ 19,982$ –$ 42,481$ 6,961$ –$ – – – 156,044 13,021 – – – – 156,044 13,021 – 198,525$ 19,982$ –$ -100-(continued) Tax Revolving Increment 1-5 Park Facility Gateway Ctr Equipment Management Assets Cash and investments 133,372$ 1,218,090$ 937,862$ Receivables Accounts (refund)(441) 3,634 6,895 Special assessments Deferred – – – Due from other governmental agencies – 9,199 880 Total assets 132,931$ 1,230,923$ 945,637$ Liabilities Accounts and contracts payable 69,113$ 7,040$ 149,249$ Deferred inflows of resources Unavailable revenue from special assessments – – – Fund balances Restricted for tax increment 63,818 – – Assigned for capital improvements – 1,223,883 796,388 Total fund balances 63,818 1,223,883 796,388 Total liabilities, deferred inflows of resources, and fund balances 132,931$ 1,230,923$ 945,637$ as of December 31, 2024 CITY OF PRIOR LAKE Nonmajor Capital Projects Funds Combining Balance Sheet (continued) -101- Formerly Nonmajor Permanent Improvement Revolving Total –$ 10,067,216$ – 44,974 – 2,688 – 13,508 –$ 10,128,386$ –$ 309,197$ – 2,688 – 232,883 – 9,583,618 – 9,816,501 –$ 10,128,386$ -102- Revolving Trunk Street Equipment Reserve Oversizing Revenues Taxes 796,530$ –$ –$ Special assessments – 787 – Charges for services – 689,739 – Intergovernmental – –– Investment income 28,574 276,922 15,120 Miscellaneous Other – – – Total revenues 825,104 967,448 15,120 Expenditures Current General government – – – Culture and recreation – – – Capital outlay 1,793,792 143,622 – Total expenditures 1,793,792 143,622 – Excess (deficiency) of revenues over expenditures (968,688) 823,826 15,120 Other financing sources (uses) Transfers in 400,000 – – Transfers out – – (352,362) Sale of capital assets 294,704 – – Total other financing sources (uses)694,704 – (352,362) Net change in fund balances (273,984) 823,826 (337,242) Fund balances Beginning of year, as previously reported 1,044,239 5,969,266 337,242 Change within financial reporting entity (nonmajor to major fund)– – – Beginning of year, restated 1,044,239 5,969,266 337,242 End of year 770,255$ 6,793,092$ –$ and Changes in Fund Balances Year Ended December 31, 2024 CITY OF PRIOR LAKE Nonmajor Capital Projects Funds Combining Statement of Revenues, Expenditures, -103- Tax Tax Tax Increment 1-3 Increment 5-1 Increment 6-1 Lakefront Premiere Shepard’s Path 144,953$ 15,469$ 363,342$ – – – – – – – – – 6,413 573 38,030 – – – 151,366 16,042 401,372 – – – – – – 113,354 15,204 941,857 113,354 15,204 941,857 38,012 838 (540,485) – – – (8,262) – – – – – (8,262) – – 29,750 838 (540,485) 126,294 12,183 540,485 – – – 126,294 12,183 540,485 156,044$ 13,021$ –$ -104-(continued) Tax Revolving Increment 1-5 Park Facility Gateway Ctr Equipment Management Revenues Taxes 145,500$ 458,181$ 204,419$ Special assessments – – – Charges for services – – – Intergovernmental – 313,157 – Investment income 2,843 39,872 57,483 Miscellaneous Other – – 89,800 Total revenues 148,343 811,210 351,702 Expenditures Current General government – – 183,610 Culture and recreation – 2,644 – Capital outlay 139,465 90,993 748,168 Total expenditures 139,465 93,637 931,778 Excess (deficiency) of revenues over expenditures 8,878 717,573 (580,076) Other financing sources (uses) Transfers in – – 24,000 Transfers out – – – Sale of capital assets – – – Total other financing sources (uses)– – 24,000 Net change in fund balances 8,878 717,573 (556,076) Fund balances Beginning of year, as previously reported 54,940 506,310 1,352,464 Change within financial reporting entity (nonmajor to major fund)– – – Beginning of year, restated 54,940 506,310 1,352,464 End of year 63,818$ 1,223,883$ 796,388$ Year Ended December 31, 2024 CITY OF PRIOR LAKE Nonmajor Capital Projects Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances (continued) -105- Formerly Nonmajor Permanent Improvement Revolving Total –$ 2,128,394$ – 787 – 689,739 – 313,157 – 465,830 – 89,800 – 3,687,707 – 183,610 – 2,644 – 3,986,455 – 4,172,709 – (485,002) – 424,000 – (360,624) – 294,704 – 358,080 – (126,922) 1,987,394 11,930,817 (1,987,394) (1,987,394) – 9,943,423 –$ 9,816,501$ -106- 2023 Variance With Original Final Actual Final Budget Actual Revenues Taxes Property taxes 14,047,266$ 14,047,266$ 13,950,980$ (96,286)$ 12,119,339$ Franchise taxes 559,000 559,000 543,869 (15,131) 557,579 Total taxes 14,606,266 14,606,266 14,494,849 (111,417) 12,676,918 Special assessments 4,000 4,000 5,057 1,057 5,499 Licenses and permits Business 88,815 88,815 89,370 555 94,999 Nonbusiness 528,423 528,423 779,566 251,143 599,944 Total licenses and permits 617,238 617,238 868,936 251,698 694,943 Intergovernmental Federal grants – – 12,350 12,350 3,425 State Road and bridge aid 467,000 467,000 443,943 (23,057) 417,468 Fire relief aid 319,835 319,835 413,849 94,014 367,001 Police aid 332,500 332,500 427,244 94,744 360,961 Other state aids – – 34,131 34,131 – County and local Township fire and rescue aid 959,522 959,522 960,250 728 750,179 Liaison aid 69,775 69,775 84,742 14,967 – Other local aids – – 9,576 9,576 8,546 Payment in lieu of taxes 1,200,000 1,200,000 1,200,000 – 1,100,000 Total intergovernmental 3,348,632 3,348,632 3,586,085 237,453 3,007,580 Charges for services Zoning fees 40,000 40,000 37,778 (2,222) 30,950 Plan check fees 244,941 244,941 332,114 87,173 234,816 Park fees 239,216 239,216 289,701 50,485 257,284 Project fees 246,000 246,000 240,223 (5,777) 221,033 Park program revenue 117,000 117,000 137,742 20,742 110,162 Tower leases 260,082 260,082 282,809 22,727 43,311 Park admission/rent 45,000 45,000 59,995 14,995 127,090 Facility rental 134,828 134,828 130,136 (4,692) 317,884 Reports 1,200 1,200 930 (270) 1,935 Total charges for services 1,328,267 1,328,267 1,511,428 183,161 1,344,465 Fines and forfeits – – 103,766 103,766 2,895 Investment income Interest earnings 160,000 160,000 525,044 365,044 391,392 Amortization – (premium)/discount – – 73,934 73,934 (12,966) Unrealized gain – – 93,577 93,577 166,340 Total investment income 160,000 160,000 692,555 532,555 544,766 (With Comparative Actual Amounts for the Year Ended December 31, 2023) 2024 Budgeted Amounts CITY OF PRIOR LAKE General Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual Year Ended December 31, 2024 -107-(continued) 2023 Variance With Original Final Actual Final Budget Actual Revenues (continued) Miscellaneous Other 69,800 69,800 523,543 453,743 78,882 Contributions and donations – – 62,378 62,378 25,225 Developers’ agreements 60,000 60,000 28,035 (31,965) 13,136 Total miscellaneous 129,800 129,800 613,956 484,156 117,243 Total revenues 20,194,203 20,194,203 21,876,632 1,682,429 18,394,309 Expenditures Current expenditures General government Mayor and City Council Personal services 76,427 76,427 73,600 (2,827) 68,430 Supplies 300 300 111 (189) 158 Other services and charges 6,500 6,500 4,813 (1,687) 9,981 Total Mayor and City Council 83,227 83,227 78,524 (4,703) 78,569 Ordinance Other services and charges 5,000 5,000 8,453 3,453 3,719 Administration Personal services 313,089 313,089 320,998 7,909 296,939 Supplies 9,500 9,500 11,885 2,385 11,067 Other services and charges 70,535 70,535 59,438 (11,097) 71,820 Total administration 393,124 393,124 392,321 (803) 379,826 Boards and commissions Personal services 10,550 10,550 7,750 (2,800) 5,490 Other services and charges 400 400 – (400) 100 Total boards and commissions 10,950 10,950 7,750 (3,200) 5,590 City Clerk Personal services 130,660 130,660 130,596 (64) 121,704 Supplies 500 500 69 (431) 24 Other services and charges 2,829 6,829 3,637 (3,192) 3,451 Total City Clerk 133,989 137,989 134,302 (3,687) 125,179 Election Personal services 112,832 112,832 84,660 (28,172) 121 Supplies 1,500 1,500 7,293 5,793 62 Other services and charges 12,000 12,000 13,545 1,545 25,333 Total election 126,332 126,332 105,498 (20,834) 25,516 Year Ended December 31, 2024 (With Comparative Actual Amounts for the Year Ended December 31, 2023) 2024 Schedule of Revenues, Expenditures, and Budgeted Amounts General Fund Changes in Fund Balances – Budget and Actual (continued) CITY OF PRIOR LAKE -108-(continued) 2023 Variance With Original Final Actual Final Budget Actual Expenditures (continued) Current expenditures (continued) General government (continued) Finance Personal services 704,542 704,542 692,119 (12,423) 618,315 Supplies 1,585 1,585 487 (1,098) 2,409 Other services and charges 31,485 37,485 25,450 (12,035) 38,934 Total finance 737,612 743,612 718,056 (25,556) 659,658 Auditing Other services and charges 44,700 44,700 42,019 (2,681) 47,345 Assessing Other services and charges 258,575 258,575 252,942 (5,633) 238,629 Legal services Other services and charges 267,214 267,214 271,394 4,180 230,049 Personnel Personal services 316,502 316,502 312,209 (4,293) 320,463 Supplies 250 250 51 (199) 289 Other services and charges 47,600 47,600 46,645 (955) 75,019 Total personnel 364,352 364,352 358,905 (5,447) 395,771 Communications Personal services 143,422 143,422 142,412 (1,010) 132,267 Supplies – – – – 352 Other services and charges 21,750 21,750 16,651 (5,099) 16,201 Total communications 165,172 165,172 159,063 (6,109) 148,820 Community development Personal services 348,850 348,850 247,558 (101,292) 304,020 Supplies 3,800 3,800 4,088 288 2,867 Other services and charges 45,000 45,000 34,385 (10,615) 25,464 Total community development 397,650 397,650 286,031 (111,619) 332,351 Technology Personal services 256,283 256,283 258,175 1,892 240,881 Supplies 59,950 67,373 63,824 (3,549) 41,638 Other services and charges 201,680 213,680 142,133 (71,547) 142,199 Total technology 517,913 537,336 464,132 (73,204) 424,718 Budgeted Amounts 2024 Year Ended December 31, 2024 CITY OF PRIOR LAKE Changes in Fund Balances – Budget and Actual (continued) (With Comparative Actual Amounts for the Year Ended December 31, 2023) Schedule of Revenues, Expenditures, and General Fund -109-(continued) 2023 Variance With Original Final Actual Final Budget Actual Expenditures (continued) Current expenditures (continued) General government (continued) Buildings and plant Personal services 101,693 101,693 96,880 (4,813) 91,737 Supplies 60,000 60,000 23,970 (36,030) 11,938 Other services and charges 737,424 712,640 684,661 (27,979) 471,961 Total buildings and plant 899,117 874,333 805,511 (68,822) 575,636 Total general government 4,404,927 4,409,566 4,084,901 (324,665) 3,671,376 Public safety Police Personal services 6,238,856 6,238,856 6,065,446 (173,410) 5,660,170 Supplies 302,600 345,100 257,278 (87,822) 188,741 Other services and charges 578,436 629,371 665,873 36,502 470,557 Total police 7,119,892 7,213,327 6,988,597 (224,730) 6,319,468 Fire and rescue Personal services 2,354,931 2,354,931 2,367,944 13,013 1,559,554 Supplies 178,000 178,000 187,194 9,194 160,545 Other services and charges 216,127 216,127 204,094 (12,033) 253,169 Total fire and rescue 2,749,058 2,749,058 2,759,232 10,174 1,973,268 Building inspections Personal services 830,502 830,502 819,895 (10,607) 789,414 Supplies 12,450 12,450 7,633 (4,817) 5,391 Other services and charges 19,200 19,200 8,992 (10,208) 6,385 Total building inspections 862,152 862,152 836,520 (25,632) 801,190 Emergency management Supplies – – 15,360 15,360 – Other services and charges 15,340 15,340 13,918 (1,422) 17,663 Total emergency management 15,340 15,340 29,278 13,938 17,663 Animal control Other services and charges 36,000 36,000 28,800 (7,200) 28,800 Total other 913,492 913,492 894,598 (18,894)847,653 Total public safety 10,782,442 10,875,877 10,642,427 (233,450) 9,140,389 CITY OF PRIOR LAKE General Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual (continued) Year Ended December 31, 2024 (With Comparative Actual Amounts for the Year Ended December 31, 2023) 2024 Budgeted Amounts -110-(continued) 2023 Variance With Original Final Actual Final Budget Actual Expenditures (continued) Current expenditures (continued) Public works Engineering Personal services 403,645 403,645 391,994 (11,651) 379,493 Supplies 17,500 17,500 8,114 (9,386) 13,124 Other services and charges 50,820 50,820 92,513 41,693 69,951 Total engineering 471,965 471,965 492,621 20,656 462,568 Central garage Personal services 293,500 293,500 279,196 (14,304) 271,488 Supplies 218,350 218,350 200,956 (17,394) 201,076 Other services and charges 87,200 87,200 76,793 (10,407) 69,664 Total central garage 599,050 599,050 556,945 (42,105) 542,228 Streets Personal services 582,011 582,011 564,332 (17,679) 525,463 Supplies 517,525 517,525 316,158 (201,367) 369,699 Other services and charges 676,770 766,770 727,030 (39,740) 613,236 Total streets 1,776,306 1,866,306 1,607,520 (258,786) 1,508,398 Total public works 2,847,321 2,937,321 2,657,086 (280,235) 2,513,194 Culture and recreation Recreation Personal services 444,525 444,525 382,145 (62,380) 296,538 Supplies 98,000 98,000 105,038 7,038 110,349 Other services and charges 84,980 84,980 95,108 10,128 76,925 Total recreation 627,505 627,505 582,291 (45,214) 483,812 Parks Personal services 1,253,181 1,253,181 1,241,217 (11,964) 1,152,928 Supplies 267,150 267,150 241,138 (26,012) 206,830 Other services and charges 446,275 486,275 513,274 26,999 375,818 Total parks 1,966,606 2,006,606 1,995,629 (10,977) 1,735,576 Libraries Supplies – – 260 260 3,315 Other services and charges 32,674 32,674 24,240 (8,434) 58,303 Total libraries 32,674 32,674 24,500 (8,174) 61,618 Total culture and recreation 2,626,785 2,666,785 2,602,420 (64,365) 2,281,006 Total current expenditures 20,661,475 20,889,549 19,986,834 (902,715) 17,605,965 Budgeted Amounts Year Ended December 31, 2024 (With Comparative Actual Amounts for the Year Ended December 31, 2023) Changes in Fund Balances – Budget and Actual (continued) Schedule of Revenues, Expenditures, and General Fund CITY OF PRIOR LAKE 2024 -111-(continued) 2023 Variance With Original Final Actual Final Budget Actual Expenditures (continued) Capital outlay General government City hall 87,500 87,500 39,518 (47,982) 33,302 Public safety Police 45,640 88,540 17,790 (70,750) 19,674 Fire – 20,017 20,017 – 8,684 Public works Buildings and plant 3,500 28,284 9,060 (19,224) 2,835 Development projects – – 30,086 30,086 72,528 Parks Infrastructure – – – – 31,258 Total capital outlay 136,640 224,341 116,471 (107,870) 168,281 Total expenditures 20,798,115 21,113,890 20,103,305 (1,010,585) 17,774,246 Excess (deficiency) of revenues over expenditures (603,912) (919,687) 1,773,327 2,693,014 620,063 Other financing sources (uses) Transfers in 852,400 852,400 876,400 24,000 555,000 Transfers out (248,488) (248,488) (248,488) – (633,888) Sale of assets – – 5,086 5,086 5,672 Total other financing sources (uses)603,912 603,912 632,998 29,086 (73,216) Net change in fund balances –$ (315,775)$ 2,406,325 2,722,100$ 546,847 Fund balances Beginning of year 11,005,244 10,458,397 End of year 13,411,569$ 11,005,244$ General Fund CITY OF PRIOR LAKE Budgeted Amounts Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual (continued) Year Ended December 31, 2024 2024 (With Comparative Actual Amounts for the Year Ended December 31, 2023) -112- Water Tax Street Treatment Increment Fish Reconstruction Plant 2004 Point GESP Lease 2015 Assets Cash and investments –$ –$ –$ 18,080$ 355,405$ Receivables Accounts (refunds)– – – 4,158 2,050 Special assessments Delinquent – – – – 10,543 Deferred – – 481,461 8,252 160,551 Due from other governmental agencies – – – 18,054 4,255 Total assets –$ –$ 481,461$ 48,544$ 532,804$ Liabilities Accounts and contracts payable –$ –$ –$ –$ 210$ Deferred inflows of resources Unavailable revenue from special assessments – – 481,461 8,252 171,094 Fund balances Restricted for debt service – – – 40,292 361,500 Total liabilities, deferred inflows of resources, and fund balances –$ –$ 481,461$ 48,544$ 532,804$ as of December 31, 2024 Balance Sheet by Account Debt Service Fund CITY OF PRIOR LAKE -113- Cates, Balsam, Franklin Trail, Sycamore Trail, Maintenance 2018 TH 13, 150th Center Roof Franklin,2019 2019 Manitou Road Street 2016 Improvements Huron,Street Street Improvement Reconstruction 2017 Woodside Improvements Overlay 57,191$ 18,935$ 294,567$ 320,430$ 73,317$ –$ 148 233 1,263 5,046 240 – 408 – 2,705 – – – 38,838 – 191,944 297,973 5,865 – 883 167 1,578 2,298 888 – 97,468$ 19,335$ 492,057$ 625,747$ 80,310$ –$ 102$ 105$ 211$ 210$ 208$ –$ 39,247 – 194,649 297,972 5,865 – 58,119 19,230 297,197 327,565 74,237 – 97,468$ 19,335$ 492,057$ 625,747$ 80,310$ –$ -114 (continued) THIS PAGE INTENTIONALLY LEFT BLANK Fish Downtown Fish Point Point 2021B South Road Road Refunding Reconstruction Phase II Total Assets Cash and investments 218,986$ 271,790$ 150,393$ 1,379,916$ 3,159,010$ Receivables Accounts (refunds)1,579 1,167 (606) 33 15,311 Special assessments Delinquent – – – – 13,656 Deferred 292,824 – 443,302 154,679 2,075,689 Due from other governmental agencies 1,100 3,747 1,047 – 34,017 Total assets 514,489$ 276,704$ 594,136$ 1,534,628$ 5,297,683$ Liabilities Accounts and contracts payable 210$ 209$ 208$ 208$ 1,881$ Deferred inflows of resources Unavailable revenue from special assessments 292,824 – 443,302 154,679 2,089,345 Fund balances Restricted for debt service 221,455 276,495 150,626 1,379,741 3,206,457 Total liabilities, deferred inflows of resources, and fund balances 514,489$ 276,704$ 594,136$ 1,534,628$ 5,297,683$ as of December 31, 2024 CITY OF PRIOR LAKE Debt Service Fund Balance Sheet by Account (continued) -115- Water Tax Street Treatment Increment Fish Reconstruction Plant 2004 Point GESP Lease 2015 Revenues Taxes –$ –$ –$ 244,951$ 519,859$ Special assessments – – – 2,682 94,929 Investment income – 925 – 2,258 25,382 Miscellaneous Other – – – 17,000 – Total revenues – 925 – 266,891 640,170 Expenditures Debt service Principal 495,000 30,000 – 292,801 575,000 Interest and other 119,650 900 – 7,813 108,429 Total expenditures 614,650 30,900 – 300,614 683,429 Excess (deficiency) of revenues over expenditures (614,650) (29,975) – (33,723) (43,259) Other financing sources (uses) Transfers in 614,650 8,262 – – – Transfers out – (1,194) – – – Total other financing sources (uses)614,650 7,068 – – – Net change in fund balances – (22,907) – (33,723) (43,259) Fund balances Beginning of year – 22,907 – 74,015 404,759 End of year –$ –$ –$ 40,292$ 361,500$ CITY OF PRIOR LAKE Debt Service Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances by Account Year Ended December 31, 2024 -116- Cates, Balsam, Franklin Trail, Sycamore Trail, Maintenance 2018 TH 13, 150th Center Roof Franklin,2019 2019 Manitou Road Street 2016 Improvements Huron,Street Street Improvement Reconstruction 2017 Woodside Improvements Overlay 68,727$ 38,769$ 294,293$ 533,957$ 206,182$ –$ 21,161 – 89,529 88,403 1,457 – 4,668 1,174 21,345 20,669 6,118 44 – – – – – – 94,556 39,943 405,167 643,029 213,757 44 110,000 35,000 445,000 520,000 170,000 90,000 7,200 2,305 36,166 130,008 55,708 4,500 117,200 37,305 481,166 650,008 225,708 94,500 (22,644) 2,638 (75,999) (6,979) (11,951) (94,456) – 2,124 – – – 94,590 – – – – – (931) – 2,124 – – – 93,659 (22,644) 4,762 (75,999) (6,979) (11,951) (797) 80,763 14,468 373,196 334,544 86,188 797 58,119$ 19,230$ 297,197$ 327,565$ 74,237$ –$ -117-(continued) THIS PAGE INTENTIONALLY LEFT BLANK Fish Downtown Fish Point Point 2021B South Road Road Refunding Reconstruction Phase II Total Revenues Taxes 255,524$ 870,544$ 155,077$ –$ 3,187,883$ Special assessments 67,901 4,339 75,634 1,287,783 1,733,818 Investment income 13,037 23,549 12,097 12,453 143,719 Miscellaneous Other – – – – 17,000 Total revenues 336,462 898,432 242,808 1,300,236 5,082,420 Expenditures Debt service Principal 460,000 725,000 160,000 95,000 4,202,801 Interest and other 106,168 194,703 85,103 114,553 973,206 Total expenditures 566,168 919,703 245,103 209,553 5,176,007 Excess (deficiency) of revenues over expenditures (229,706) (21,271) (2,295) 1,090,683 (93,587) Other financing sources (uses) Transfers in 248,488 – – – 968,114 Transfers out – – – – (2,125) Total other financing sources (uses)248,488 – – – 965,989 Net change in fund balances 18,782 (21,271) (2,295) 1,090,683 872,402 Fund balances Beginning of year 202,673 297,766 152,921 289,058 2,334,055 End of year 221,455$ 276,495$ 150,626$ 1,379,741$ 3,206,457$ Debt Service Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances by Account (continued) Year Ended December 31, 2024 CITY OF PRIOR LAKE -118- Severance Compensation Insurance Total Current assets Cash and investments 636,829$ 240,803$ 877,632$ Receivables Accounts 4,042 447 4,489 Total current assets 640,871$ 241,250$ 882,121$ Current liabilities Current portion of compensated absences payable 548,491$ –$ 548,491$ Noncurrent liabilities Compensated absences payable 1,116,227 – 1,116,227 Total liabilities 1,664,718 – 1,664,718 Net position Unrestricted (1,023,847) 241,250 (782,597) Total liabilities and net position 640,871$ 241,250$ 882,121$ CITY OF PRIOR LAKE Internal Service Funds Combining Statement of Net Position as of December 31, 2024 -119- Severance Compensation Insurance Total Operating revenues Charges for services 59,195$ –$ 59,195$ Miscellaneous/other income Dividends, reimbursements, and other – 41,358 41,358 Total operating revenues 59,195 41,358 100,553 Operating expenses Personal services 523,205 – 523,205 Operating income (loss)(464,010) 41,358 (422,652) Nonoperating revenues Investment income 25,301 8,054 33,355 Change in net position (438,709) 49,412 (389,297) Net position Beginning of year (585,138) 191,838 (393,300) End of year (1,023,847)$ 241,250$ (782,597)$ CITY OF PRIOR LAKE Internal Service Funds Combining Statement of Revenues, Expenses, and Changes in Net Position Year Ended December 31, 2024 -120- Severance Compensation Insurance Total Cash flows from operating activities Cash received from customers 58,762$ –$ 58,762$ Miscellaneous/other income Dividends, reimbursements and other – 41,224 41,224 Net cash flows from operating activities 58,762 41,224 99,986 Cash flows from investing activities Interest received on cash and investments 25,301 8,054 33,355 Net increase in cash and cash equivalents 84,063 49,278 133,341 Cash and cash equivalents, January 1 552,766 191,525 744,291 Cash and cash equivalents, December 31 636,829$ 240,803$ 877,632$ Reconciliation of operating income (loss) to net cash flows from operating activities Operating income (loss)(464,010)$ 41,358$ (422,652)$ Adjustments to reconcile operating income (loss) to net cash flows from operating activities (Increase) decrease in assets Accounts receivable (433) (134) (567) Increase (decrease) in liabilities Compensated absences payable 523,205 – 523,205 Net cash flows from operating activities 58,762$ 41,224$ 99,986$ CITY OF PRIOR LAKE Internal Service Funds Combining Statement of Cash Flows Year Ended December 31, 2024 -121- OTHER INFORMATION SECTION THIS PAGE INTENTIONALLY LEFT BLANK Percent Increase 2024 2023 (Decrease) Revenues Taxes 19,654,454$ 17,792,748$ 110.5% Franchise taxes 1,640,516 1,636,676 100.2% Special assessments 2,727,577 877,273 310.9% Licenses and permits 868,936 694,943 125.0% Intergovernmental 5,423,407 7,618,475 71.2% Charges for services 2,325,931 2,003,374 116.1% Fines and forfeits 103,766 2,895 3,584.3% Interest on investments 1,652,891 1,691,845 97.7% Miscellaneous 732,956 465,565 157.4% Total revenues 35,130,434$ 32,783,794$ 107.2% Per capita 1,223$ 1,149$ 106.5% Expenditures Current General government 4,272,088$ 3,674,952$ 116.2% Public safety 10,658,868 9,201,659 115.8% Public works 2,657,086 2,513,194 105.7% Culture and recreation 2,612,010 2,346,823 111.3% Economic development 186,360 180,687 103.1% Capital outlay 12,391,369 13,772,840 90.0% Debt service Principal 4,202,801 4,261,693 98.6% Interest and other charges 1,019,737 1,088,997 93.6% Total expenditures 38,000,319$ 37,040,845$ 102.6% Per capita 1,323$ 1,298$ 101.9% Total long-term bonded indebtedness 23,990,000$ 26,320,000$ 91.1% Per capita 835$ 922$ 90.6% General Fund balance – December 31 13,411,569$ 11,005,244$ 121.9% Per capita 467$ 386$ 121.1% 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) 447-9842. Governmental Funds Years Ended December 31, 2024 and 2023 CITY OF PRIOR LAKE Summary Financial Report Revenues and Expenditures for General Operations Total -122- Final Issue Maturity Date Date Bonded indebtedness General obligation special assessment bonds G.O. Improvement Bonds of 2015A 2.00–3.00 %05/14/2015 12/15/2030 G.O. Improvement Bonds of 2016A 2.00 05/01/2016 12/15/2026 G.O. Improvement Bonds of 2017A 2.00–2.25 06/29/2017 12/15/2027 G.O. Improvement Bonds of 2018A 4.00–5.00 08/15/2018 12/15/2028 G.O. Improvement Bonds of 2019A 5.00 06/27/2019 12/15/2024 G.O. Improvement Bonds of 2021B 5.00 07/26/2021 12/15/2024 G.O. Improvement Bonds of 2024A 5.00 08/20/2024 12/15/2029 Total general obligation special assessment bonds General obligation 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. Street Reconstruction Bonds of 2016A 2.00 05/01/2016 12/15/2026 G.O. Improvement Bonds of 2017A 2.00–2.25 06/29/2017 12/15/2024 G.O. Improvement Bonds of 2018A 4.00–5.00 08/15/2018 12/15/2028 G.O. Improvement Bonds of 2019A 5.00 06/27/2019 12/15/2029 G.O. Improvement Bonds of 2021A 1.00–3.00 07/15/2021 12/15/2031 G.O. Improvement Bonds of 2021B 5.00 07/26/2021 12/15/2029 G.O. Improvement Bonds of 2022A 4.00–5.00 09/08/2022 12/15/2032 G.O. Improvement Bonds of 2023A 5.00 07/19/2023 12/15/2033 Total general obligation bonds General obligation revenue bonds G.O. Improvement Refunding Bonds of 2015A 1.00–3.00 05/14/2015 12/15/2031 G.O. Improvement Bonds of 2018A 4.00–5.00 08/15/2018 12/15/2028 G.O. Improvement Bonds of 2024A 4.00–5.00 08/20/2024 12/15/2044 Total general obligation revenue bonds Total bonded indebtedness Rate CITY OF PRIOR LAKE Combined Schedule of Indebtedness Year Ended December 31, 2024 Interest -123- Outstanding Issued Outstanding Authorized January 1 (Retired)December 31 Principal Interest 4,640,000$ 4,235,000$ (575,000)$ 3,660,000$ 775,000$ 96,225$ 1,105,000 330,000 (110,000) 220,000 110,000 4,400 4,135,000 1,615,000 (390,000) 1,225,000 400,000 26,562 3,145,000 1,405,000 (260,000) 1,145,000 275,000 57,250 400,000 90,000 (90,000) – – – 880,000 235,000 (235,000) – – – 1,580,000 – 1,580,000 1,580,000 265,000 104,237 15,885,000 7,910,000 (80,000) 7,830,000 1,825,000 288,674 290,000 30,000 (30,000) – – – 760,000 110,000 (35,000) 75,000 35,000 1,500 370,000 55,000 (55,000) – – – 2,485,000 1,295,000 (260,000) 1,035,000 260,000 51,750 1,665,000 1,110,000 (170,000) 940,000 175,000 47,000 5,270,000 4,260,000 (460,000) 3,800,000 495,000 91,665 4,990,000 3,645,000 (490,000) 3,155,000 530,000 157,750 1,910,000 1,780,000 (160,000) 1,620,000 170,000 76,400 1,620,000 1,620,000 (95,000) 1,525,000 125,000 76,250 19,070,000 13,875,000 (1,725,000) 12,150,000 1,790,000 502,315 5,360,000 4,505,000 (495,000) 4,010,000 515,000 109,750 2,640,000 1,440,000 (270,000) 1,170,000 270,000 58,500 1,180,000 – 1,180,000 1,180,000 20,000 66,830 9,180,000 5,945,000 415,000 6,360,000 805,000 235,080 44,425,000$ 27,760,000$ (1,420,000)$ 26,340,000$ 4,420,000$ 1,026,069$ Due in 2025 -124- THIS PAGE INTENTIONALLY LEFT BLANK Final Issue Maturity Date Date Principal General obligation special assessment bonds $4,640,000 General Obligation Improvement Bonds, Series 2015A 05/14/2015 2.00 %12/15/2025 775,000$ 2.50 12/15/2026 610,000 2.50 12/15/2027 555,000 3.00 12/15/2028 550,000 3.00 12/15/2029 600,000 3.00 12/15/2030 570,000 Total 3,660,000 $1,105,000 General Obligation Improvement Bonds, Series 2016A 05/01/2016 2.00 12/15/2025 110,000 2.00 12/15/2026 110,000 Total 220,000 $4,135,000 General Obligation Improvement Bonds, Series 2017A 06/29/2017 2.00 12/15/2025 400,000 2.00 12/15/2026 410,000 2.25 12/15/2027 415,000 Total 1,225,000 $3,145,000 General Obligation Improvement Bonds, Series 2018A 08/15/2018 5.00 12/15/2025 275,000 5.00 12/15/2026 280,000 5.00 12/15/2027 290,000 5.00 12/15/2028 300,000 Total 1,145,000 CITY OF PRIOR LAKE Bond Schedules December 31, 2024 Rate Interest -125-(continued) Final Issue Maturity Date Date Principal General obligation special assessment bonds (continued) $1,580,000 General Obligation Improvement Bonds, Series 2024A 08/20/2024 5.00 %12/15/2025 265,000$ 5.00 12/15/2026 305,000 5.00 12/15/2027 320,000 5.00 12/15/2028 335,000 5.00 12/15/2029 355,000 1,580,000 Total general obligation special assessment bonds 7,830,000$ Bond Schedules (continued) December 31, 2024 Interest Rate CITY OF PRIOR LAKE -126-(continued) Final Issue Maturity Date Date Principal General obligation bonds $760,000 General Obligation Street Reconstruction Bonds, Series 2016A 05/01/2016 2.00 %12/15/2025 35,000$ 2.00 12/15/2026 40,000 Total 75,000 $2,485,000 General Obligation Improvement Bonds, Series 2018A 08/15/2018 5.00 12/15/2025 260,000 5.00 12/15/2026 270,000 5.00 12/15/2027 280,000 5.00 12/15/2028 225,000 Total 1,035,000 $1,665,000 General Obligation Improvement Bonds, Series 2019A 06/27/2019 5.00 12/15/2025 175,000 5.00 12/15/2026 185,000 5.00 12/15/2027 195,000 5.00 12/15/2028 205,000 5.00 12/15/2029 180,000 Total 940,000 CITY OF PRIOR LAKE Bond Schedules (continued) December 31, 2024 Interest Rate -127-(continued) Final Issue Maturity Date Date Principal General obligation bonds (continued) $5,270,000 General Obligation Improvement Bonds, Series 2021A 07/15/2021 3.00 %12/15/2025 495,000$ 3.00 12/15/2026 510,000 3.00 12/15/2027 530,000 3.00 12/15/2028 560,000 3.00 12/15/2029 575,000 1.00 12/15/2030 600,000 1.05 12/15/2031 530,000 Total 3,800,000 $4,990,000 General Obligation Improvement Bonds, Series 2021B 07/26/2021 5.00 12/15/2025 530,000 5.00 12/15/2026 580,000 5.00 12/15/2027 630,000 5.00 12/15/2028 680,000 5.00 12/15/2029 735,000 Total 3,155,000 $1,910,000 General Obligation Improvement Bonds, Series 2022A 09/08/2022 5.00 12/15/2025 170,000 5.00 12/15/2026 180,000 5.00 12/15/2027 190,000 5.00 12/15/2028 195,000 5.00 12/15/2029 205,000 5.00 12/15/2030 220,000 4.00 12/15/2031 230,000 4.00 12/15/2032 230,000 Total 1,620,000 $1,620,000 General Obligation Improvement Bonds, Series 2023A 07/19/2023 5.00 12/15/2025 125,000 5.00 12/15/2026 125,000 5.00 12/15/2027 130,000 5.00 12/15/2028 130,000 5.00 12/15/2029 185,000 5.00 12/15/2030 195,000 5.00 12/15/2031 200,000 5.00 12/15/2032 215,000 5.00 12/15/2033 220,000 Total 1,525,000 Total general obligation bonds 12,150,000$ CITY OF PRIOR LAKE Bond Schedules (continued) December 31, 2024 Interest Rate -128-(continued) Final Issue Maturity Date Date Principal General obligation revenue bonds $5,360,000 General Obligation Improvement Bonds, Series 2015A 05/14/2015 2.00 %12/15/2025 515,000$ 2.50 12/15/2026 530,000 2.50 12/15/2027 550,000 3.00 12/15/2028 570,000 3.00 12/15/2029 590,000 3.00 12/15/2030 615,000 3.00 12/15/2031 640,000 Total 4,010,000 $2,640,000 General Obligation Improvement Bonds, Series 2018A 08/15/2018 5.00 12/15/2025 270,000 5.00 12/15/2026 280,000 5.00 12/15/2027 300,000 5.00 12/15/2028 320,000 Total 1,170,000 $1,180,000 General Obligation Improvement Bonds, Series 2024A 08/20/2024 5.00 12/15/2025 20,000 5.00 12/15/2026 40,000 5.00 12/15/2027 40,000 5.00 12/15/2028 45,000 5.00 12/15/2029 45,000 5.00 12/15/2030 50,000 5.00 12/15/2031 50,000 5.00 12/15/2032 55,000 4.00 12/15/2033 55,000 4.00 12/15/2034 60,000 4.00 12/15/2035 60,000 4.00 12/15/2036 60,000 4.00 12/15/2037 65,000 4.00 12/15/2038 70,000 4.00 12/15/2039 70,000 4.00 12/15/2040 75,000 4.00 12/15/2041 75,000 4.00 12/15/2042 80,000 4.00 12/15/2043 80,000 4.00 12/15/2044 85,000 Total 1,180,000 Total general obligation revenue bonds 6,360,000$ December 31, 2024 Interest Rate CITY OF PRIOR LAKE Bond Schedules (continued) -129- Year Principal Interest Principal Interest Principal Interest 2025 1,790,000$ 502,315$ 1,825,000$ 288,674$ 805,000$ 235,080$ 2026 1,890,000 423,765 1,715,000 210,738 850,000 194,100 2027 1,955,000 340,665 1,580,000 154,813 890,000 164,850 2028 1,995,000 253,515 1,185,000 101,100 935,000 134,100 2029 1,880,000 164,965 955,000 52,850 635,000 98,750 2030 1,015,000 82,465 570,000 17,100 665,000 78,800 2031 960,000 55,715 – – 690,000 57,850 2032 445,000 30,950 – – 55,000 36,150 2033 220,000 11,000 – – 55,000 33,400 2034 – – – – 60,000 31,200 2035 – – – – 60,000 28,800 2036 – – – – 60,000 26,400 2037 – – – – 65,000 24,000 2038 – – – – 70,000 21,400 2039 – – – – 70,000 18,600 2040 – – – – 75,000 15,800 2041 – – – – 75,000 12,800 2042 – – – – 80,000 9,800 2043 – – – – 80,000 6,600 2044 – – – – 85,000 3,400 Total 12,150,000$ 1,865,355$ 7,830,000$ 825,275$ 6,360,000$ 1,231,880$ CITY OF PRIOR LAKE Debt Service Requirements December 31, 2024 Revenue Bonds General Obligation General Obligation General Obligation Bonds Special Assessment Bonds -130- Collection Collections Total of Current of Prior Total Year Levy Year Levy Years’ Levy Collections 2015 10,394,086$ 10,394,086$ 100.00 %48,336$ 10,442,422$ 100.47 % 2016 11,078,361 11,034,353 99.60 68,478 11,102,831 100.22 2017 11,568,155 11,520,353 99.59 12,692 11,533,045 99.70 2018 12,077,538 11,994,082 99.31 61,762 12,055,844 99.82 2019 12,778,035 12,697,865 99.37 65,150 12,763,015 99.88 2020 13,326,387 13,260,149 99.50 32,451 13,292,600 99.75 2021 13,965,457 13,962,613 99.98 47,700 14,010,313 100.32 2022 14,892,761 14,843,467 99.67 36,947 14,880,414 99.92 2023 16,863,956 16,772,934 99.46 36,842 16,809,776 99.68 2024 18,714,895 18,579,962 99.28 17,543 18,597,505 99.37 Collection Collections Total of Current of Prior Total Year Levy Year Levy*Years’ Levy Collections 2015 354,412$ 365,481$ 103.12 %11,655$ 377,136$ 106.41 % 2016 453,962 475,376 104.72 2,611 477,987 105.29 2017 504,420 474,936 94.15 7,331 482,267 95.61 2018 657,443 635,553 96.67 34,485 670,038 101.92 2019 728,099 699,440 96.06 13,554 712,994 97.93 2020 670,146 653,522 97.52 20,682 674,204 100.61 2021 644,393 633,503 98.31 30,387 663,890 103.03 2022 620,685 604,609 97.41 11,963 616,572 99.34 2023 613,078 603,886 98.50 16,168 620,054 101.14 2024 547,895 541,645 98.86 12,703 554,348 101.18 *Excludes prepaid assessment collections Percentage Percentage Percentage Collected Percentage Collectionsof Levy of Total of Total to Levy CITY OF PRIOR LAKE Tax Levies and Collections, and Special Assessment Levies and Collections Special Assessment Levies and Collections Last Ten Years Tax Levies and Collections of Levy Collected to Levy Collections -131- 2022 2023 2024 Taxable market value 4,352,813,862$ 5,302,936,749$ 5,485,388,057$ Tax levy 14,892,761$ 16,863,956$ 18,714,895$ Tax capacity, net of fiscal disparities, and tax increment 44,570,254$ 55,284,933$ 57,582,426$ Tax capacity rate 30.465% 28.113% 30.303% Market value rate 0.005% 0.004% 0.005% EDA tax capacity rate 0.740% 0.622% 0.638% CITY OF PRIOR LAKE Schedules of Market Value, Tax Levy, Tax Capacity Values, Tax Capacity Rate, and Market Value Rate Last Three Years -132- 2022 2023 2024 Current population 28,408 28,536 28,716 Tax capacity, net of fiscal disparities, and tax increment 44,570,254$ 55,284,933$ 57,582,426$ Percent of current property taxes collected 99.67% 99.46% 99.28% City revenues per capita (governmental funds)971$ 1,149$ 1,223$ City expenditures per capita (governmental funds)1,050$ 1,298$ 1,323$ Ratio of bonded debt to tax capacity 68.15% 50.21% 41.66% Bond rating AA+ (S&P)AAA (S&P)AAA (S&P) CITY OF PRIOR LAKE Key Financial Indicators Last Three Years -133- THIS PAGE INTENTIONALLY LEFT BLANK OTHER REQUIRED REPORTS THIS PAGE INTENTIONALLY LEFT BLANK -134- 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 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, 2024, 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 28, 2025. REPORT ON 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) as a basis for designing 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 a 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 or significant deficiencies may exist that were not identified. (continued) -135- REPORT ON 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 financial statements. 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. Respectfully submitted, LB CARLSON, LLP Minneapolis, Minnesota May 28, 2025 -136- 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, 2024, 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 28, 2025. MINNESOTA LEGAL COMPLIANCE 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 contracting – bid laws, depositories of public funds and public investments, conflicts of interest, public indebtedness, claims and disbursements, miscellaneous provisions, and tax increment financing sections of the Minnesota Legal Compliance Audit Guide for Cities, promulgated by the State Auditor pursuant to Minnesota Statutes § 6.65, insofar as they relate to accounting matters. 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, insofar as they relate to accounting matters. 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. Respectfully submitted, LB CARLSON, LLP Minneapolis, Minnesota May 28, 2025 THIS PAGE INTENTIONALLY LEFT BLANK Management Report for City of Prior Lake, Minnesota December 31, 2024 THIS PAGE INTENTIONALLY LEFT BLANK To the City Council and Management City of Prior Lake, Minnesota We have prepared this management report in conjunction with our audit of the City of Prior Lake, Minnesota’s (the City) financial statements for the year ended December 31, 2024. We have organized this report into the following sections: •Audit Summary •Governmental Funds Overview •Enterprise Funds Overview •Government-Wide Financial Statements •Accounting and Auditing Updates We would be pleased to further discuss any of the information contained in this report or any other concerns that you would like us to address. We would also like to express our thanks for the courtesy and assistance extended to us during the course of our audit. The purpose of this report is solely to provide those charged with governance of the City, management, and those who have responsibility for oversight of the financial reporting process comments resulting from our audit process and information relevant to city finances in Minnesota. Accordingly, this report is not suitable for any other purpose. Respectfully submitted, LB CALRSON, LLP Minneapolis, Minnesota May 28, 2025 THIS PAGE INTENTIONALLY LEFT BLANK -1- AUDIT SUMMARY The following is a summary of our audit work, key conclusions, and other information that we consider important or that is required to be communicated to the City Council, administration, or those charged with governance of the City. OUR RESPONSIBILITY UNDER AUDITING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AND GOVERNMENT AUDITING STANDARDS 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 as of and for the year ended December 31, 2024. Professional standards require that we provide you with information about our responsibilities under auditing standards generally accepted in the United States of America and Government Auditing Standards, as well as certain information related to the planned scope and timing of our audit. We have communicated such information to you verbally and in our audit engagement letter. Professional standards also require that we communicate the following information related to our audit. PLANNED SCOPE AND TIMING OF THE AUDIT We performed the audit according to the planned scope and timing previously discussed and coordinated in order to obtain sufficient audit evidence and complete an effective audit. AUDIT OPINIONS AND FINDINGS Based on our audit of the City’s financial statements for the year ended December 31, 2024: • We have issued unmodified opinions on the City’s basic financial statements. • We reported no deficiencies in the City’s internal control over financial reporting that we considered to be material weaknesses. • The results of our testing disclosed no instances of noncompliance required to be reported under Government Auditing Standards. • We reported no findings based on our testing of the City’s compliance with Minnesota laws and regulations. FOLLOW-UP ON PRIOR YEAR FINDINGS AND RECOMMENDATIONS As a part of our audit of the City’s financial statements for the year ended December 31, 2024, we performed procedures to follow-up on the findings and recommendations that resulted from our prior year audit. We reported the following findings that were corrected by the City in the current year: • Withholding Affidavit -2- SIGNIFICANT ACCOUNTING POLICIES Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by the City are described in Note 1 of the notes to basic financial statements. No new accounting policies were adopted and the application of existing policies was not changed during the year ended December 31, 2024. We noted no transactions entered into by the City during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period. ACCOUNTING ESTIMATES AND MANAGEMENT JUDGMENTS Accounting estimates are an integral part of the financial statements prepared by management and are based on management’s knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimates affecting the financial statements were: • Depreciation/Amortization – Management’s estimates of depreciation/amortization expense are based on the estimated useful lives of the assets. • Compensated Absences – Estimates for compensated absences payable are based on current sick and vacation leave balances, and the likelihood that balances will ultimately be used during future years of employment or paid out at termination. • Total Other Post-Employment Benefits (OPEB) and Net Pension Liabilities – The City has recorded liabilities and activity for pension benefits and OPEB. These obligations are calculated using actuarial methodologies described in GASB Statement Nos. 68 and 75. These actuarial calculations include significant assumptions, including projected changes, healthcare insurance costs, investment returns, retirement ages, proportionate share, and employee turnover. • Assets Held for Resale – Management’s estimates of the assets are based on net realizable value (lower of cost or acquisition value). We evaluated the key factors and assumptions used by management to develop these accounting estimates in determining that they are reasonable in relation to the basic financial statements taken as a whole. Certain financial statement disclosures are particularly sensitive because of their significance to financial statement users. The disclosures included in the notes to the basic financial statements related to OPEB and pension benefits are particularly sensitive, due to the materiality of the liabilities, and the large and complex estimates involved in determining the disclosures. The financial statement disclosures are neutral, consistent, and clear. -3- DIFFICULTIES ENCOUNTERED IN PERFORMING THE AUDIT We encountered no significant difficulties in dealing with management in performing and completing our audit. CORRECTED AND UNCORRECTED MISSTATEMENTS Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are clearly trivial, and communicate them to the appropriate level of management. Management has corrected all such misstatements. In addition, none of the misstatements detected as a result of audit procedures and corrected by management were material, either individually or in the aggregate, to each opinion unit’s financial statements taken as a whole. DISAGREEMENTS WITH MANAGEMENT For purposes of this report, a disagreement with management is a financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor’s report. We are pleased to report that no such disagreements arose during the course of our audit. MANAGEMENT REPRESENTATIONS We have requested certain representations from management that are included in the management representation letter dated May 28, 2025. MANAGEMENT CONSULTATIONS WITH OTHER INDEPENDENT ACCOUNTANTS In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a “second opinion” on certain situations. If a consultation involves application of an accounting principle to the City’s financial statements or a determination of the type of auditor’s opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants. OTHER AUDIT FINDINGS OR ISSUES We generally discuss a variety of matters, including the application of accounting principles and auditing standards with management each year prior to retention as the City’s auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. -4- OTHER MATTERS We applied certain limited procedures to the management’s discussion and analysis (MD&A) and the pension and OPEB-related required supplementary information (RSI) that supplement the basic financial statements. Our procedures consisted of inquiries of management regarding 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 did not audit the RSI and do not express an opinion or provide any assurance on the RSI. We were engaged to report on the supplementary information, as described in the table of contents, which accompanies the financial statements, but is not RSI. With respect to this supplementary information, we made certain inquiries of management and evaluated the form, content, and methods of preparing the information to determine that the information complies with accounting principles generally accepted in the United States of America, the method of preparing it has not changed from the prior period, and the information is appropriate and complete in relation to our audit of the financial statements. We compared and reconciled the supplementary information to the underlying accounting records used to prepare the financial statements or to the financial statements themselves. We were not engaged to report on the introductory and other information sections, which accompany the financial statements, but are not RSI. Such information has 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 it. -5- GOVERNMENTAL FUNDS OVERVIEW This section of the report provides you with an overview of the financial trends and activities of the City’s governmental funds, which includes the General, special revenue, debt service, and capital project funds. These funds are used to account for the basic services the City provides to all of its citizens, which are financed primarily with property taxes. The governmental fund information in the City’s financial statements focuses on budgetary compliance and the sufficiency of each governmental fund’s current assets to finance its current liabilities. PROPERTY TAXES Minnesota cities rely heavily on local property tax levies to support their governmental fund activities. For the 2022 fiscal year (the most recent comparative state -wide data available), local ad valorem property tax levies provided 44.1 percent of the total governmental fund revenues for cities over 2,500 in population, and 35.2 percent for cities under 2,500 in population. Total property taxes levied by all Minnesota cities for taxes payable in 2024 increased 7.5 percent compared to the prior year, and 7.7 percent for taxes payable in 2025. The taxable net tax capacity value of property in Minnesota cities increased about 8.4 percent for the 2024 levy year. The tax capacity values used for levying property taxes are based on the assessed market values for the previous fiscal year (e.g., tax capacity values for taxes levied in 2024 were based on assessed market values as of January 1, 2023), so the trend of change in these tax capacity values lags somewhat behind the housing market and economy in general. The City’s taxable market value increased 21.8 percent for taxes payable in 2023 and 3.4 percent for taxes payable in 2024. The following graph shows the City’s changes in taxable market value over the past 10 years: $– $1,000,000,000 $2,000,000,000 $3,000,000,000 $4,000,000,000 $5,000,000,000 $6,000,000,000 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Taxable Market Value -6- Tax capacity is considered the actual base available for taxation. It is calculated by applying the state’s property classification system to each property’s market value. Each property classification, such as commercial or residential, has a different calculation and uses different rates. Consequently, a city’s total tax capacity will change at a different rate than its total market value, as tax capacity is affected by the proportion of its tax base that is in each property classification from year -to-year, as well as legislative changes to tax rates. The City’s tax capacity increased 24.0 percent and 4.2 percent for taxes payable in 2023 and 2024, respectively. The following graph shows the City’s change in tax capacities over the past 10 years: $– $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Local Net Tax Capacity The following table presents the average tax rates applied to city residents for each of the last three levy years: 2022 2023 2024 Average tax rate City 30.5 28.1 30.3 County 30.5 26.5 26.2 School 28.1 21.7 22.1 Special taxing 7.5 6.4 6.5 Total 96.6 82.7 85.1 City of Prior Lake Rates Expressed as a Percentage of Net Tax Capacity The City’s average tax rate increased mainly the result of an increased levy. The total average tax rate increased as well with additional increases in the school and special taxing district average rates, which was slightly offset by a decrease in the county average tax rate. -7- GOVERNMENTAL FUND BALANCES The following table summarizes the changes in the fund balances of the City’s governmental funds during the year ended December 31, 2024, presented both by fund balance classification and by major fund: 2024 2023 Change Fund balances of governmental funds Total by classification Restricted 9,113,199$ 8,876,245$ 236,954$ Assigned 11,839,301 13,460,211 (1,620,910) Unassigned 12,888,798 10,540,044 2,348,754 Total governmental funds 33,841,298$ 32,876,500$ 964,798$ Total by fund General 13,411,569$ 11,005,244$ 2,406,325$ Debt Service 3,206,457 2,334,055 872,402 Construction 1,198,818 1,798,096 (599,278) Permanent Improvement Revolving 1,001,546 1,987,394 (985,848) Special revenue nonmajor funds 5,206,407 5,808,288 (601,881) Capital projects nonmajor funds 9,816,501 9,943,423 (126,922) Total governmental funds 33,841,298$ 32,876,500$ 964,798$ Governmental Funds Change in Fund Balance Fund Balance as of December 31, In total, the fund balances of the City’s governmental funds increased by $964,798 during the year ended December 31, 2024. The City’s General Fund increased $2,406,325, which is further discussed later in this report. The overall increase in fund balance also includes increases in the balance within the Debt Service Fund. These increases are reflected in amounts restricted for debt service. The decreases in the Construction and Permanent Improvement Revolving Funds relate to current year project spending in the current year. Most of this change impacts the assigned fund balances. The decrease in the nonmajor special revenue funds is mostly related to spending in the Minnesota Public Safety Fund. -8- GOVERNMENTAL FUNDS REVENUE AND EXPENDITURES The following table presents the per capita revenue of the City’s governmental funds for the past three years, along with state-wide averages. We have included the most recent comparative state-wide averages available from the Office of the State Auditor to provide a benchmark for interpreting the City’s data. The amounts received from the typical major sources of governmental fund revenue will naturally vary between cities based on factors such as a city’s stage of development, location, size and density of its population, property values, services it provides, and other attributes. It will also differ from year -to-year, due to the effect of inflation and changes in its operation. Also, certain data in these tables may be classified differently than how they appear in the City’s financial statements in order to be more comparable to the state-wide information, particularly in separating capital expenditures from current expenditures. We have designed this section of our management report using per capita data in order to better identify unique or unusual trends and activities of the City. We intend for this type of comparative and trend information to complement, rather than duplicate, information in the MD&A. An inherent difficulty in presenting per capita information is the accuracy of the population count, which for most years is based on estimates. Year 2022 2023 2024 Population 2,500–10,000 10,000–20,000 20,000–100,000 28,408 28,536 28,716 Property taxes 586$ 549$ 584$ 536$ 602$ 661$ Tax increments 37 38 46 29 21 23 Franchise and other taxes 56 72 58 58 57 57 Special assessments 51 34 50 26 31 95 Licenses and permits 43 47 55 26 24 30 Intergovernmental revenues 400 381 223 243 267 189 Charges for services 154 116 137 59 70 81 Other 32 7 (21) (6) 77 87 Total revenue 1,359$ 1,244$ 1,132$ 971$ 1,149$ 1,223$ December 31, 2022 City of Prior LakeState-Wide Governmental Funds Revenue per Capita With State-Wide Averages by Population Class In total, the City’s governmental fund revenues for 2024 were $35,130,434, an increase of $2,346,640 (7.2 percent) from the prior year. On a per capita basis, the City received $1,223 in governmental fund revenue for 2024, an increase of $74 from the prior year. Property taxes increased $59 per capita from an increase in the levy in the current year. Special assessments increased $64 per capita related to new assessments in the current year. Intergovernmental revenues decreased $78 per capita as the City received less public safety state aid and street improvement aids in the current year. -9- The expenditures of governmental funds will also vary from state -wide averages and from year-to-year, based on the City’s circumstances. Expenditures are classified into three types as follows: • Current – These are typically the general operating type expenditures occurring on an annual basis, and are primarily funded by general sources, such as taxes and intergovernmental revenues. • Capital Outlay and Construction – These expenditures do not occur on a consistent basis, more typically fluctuating significantly from year-to-year. Many of these expenditures are project-oriented, and are often funded by specific sources that have benefited from the expenditure, such as special assessment improvement projects. • Debt Service – Although the expenditures for debt service may be relatively consistent over the term of the respective debt, the funding source is the important factor. Some debt may be repaid through specific sources, such as special assessments or redevelopment funding, while other debt may be repaid with general property taxes. The City’s expenditures per capita of its governmental funds for the past three years, together with comparative state-wide averages, are presented in the following table: Year 2022 2023 2024 Population 2,500–10,000 10,000–20,000 20,000–100,000 28,408 28,536 28,716 Current 172$ 145$ 126$ 124$ 129$ 149$ 343 312 347 286 322 371 163 167 120 73 88 93 121 137 117 78 82 91 86 88 92 6 6 6 885 849 802 567 627 710 Capital outlay and construction 509 446 346 292 484 432 Debt service 163 133 117 152 149 146 43 40 32 39 38 36 206 173 149 191 187 182 Total expenditures 1,600$ 1,468$ 1,297$ 1,050$ 1,298$ 1,324$ Interest and fiscal charges Public safety Streets and highways Culture and recreation All other Principal General government Governmental Funds Expenditures per Capita With State-Wide Averages by Population Class December 31, 2022 City of Prior LakeState-Wide Total expenditures in the City’s governmental funds for 2024 were $38,000,319, an increase of $959,474 (2.6 percent) from the prior year. On a per capita basis, the City expended a total of $1,324 in 2024. Public safety expenditures increased $49 per capita from prior year, mainly due to costs from the change to a full-time firefighter staffing model in 2024. -10- GENERAL FUND The City’s General Fund accounts for the financial activity of the basic services provided to the community. The primary services included within this fund are the administration of the municipal operation, police and fire protection, building inspection, streets and highway maintenance, and culture and recreation. The graph below illustrates the change in the General Fund financial position over the last five years. We have also included a line representing annual expenditures and transfers out to reflect the change in the size of the General Fund operation over the same period. 2020 2021 2022 2023 2024 Fund Balance $10,114,088 $10,430,617 $10,458,397 $11,005,244 $13,411,569 Cash and Inv (Net of Borrowing)$11,068,473 $11,778,939 $11,599,508 $11,963,416 $14,098,872 Expenditures and Transfers Out $14,283,695 $15,848,078 $16,237,367 $18,408,134 $20,351,793 $– $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 General Fund Financial Position Year Ended December 31, The City’s General Fund cash and investments balance increased $2,135,456 during the current year. Total fund balance increased $2,406,325 from the prior year. As the graph illustrates, the City has generally been able to maintain healthy cash and fund balance levels as the volume of financial activity has grown. This is an important factor because a government, like any organization, requires a certain amount of equity to operate. A healthy financial position allows the City to avoid volatility in tax rates; helps minimize the impact of state funding changes; allows for the adequate and consistent funding of services, repairs, and unexpected costs; and is a factor in determining the City’s bond rating and resulting interest costs. Maintaining an adequate fund balance has become increasingly important given the fluctuations in state funding for cities in recent years. Fund Balance Policy The City 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 40.0 percent and 50.0 percent of the subsequent year’s General Fund budgeted expenditures. At December 31, 2024, the total fund balance of the General Fund was 60.5 percent of the subsequent year’s budgeted expenditures and transfers out of $22,168,668. -11- The following graph reflects the City’s General Fund revenue sources for 2024 compared to budget: All Other Fines and Forfeits Charges for Services Intergovernmental Licenses and Permits Taxes General Fund Revenue Budget and Actual Actual Budget General Fund revenue for 2024 was $21,876,632, which was $1,682,429 (8.3 percent) more than budget. Investment income (included in all other in the table above) was more than budget by $532,555, the result of market conditions. Miscellaneous revenue (included in all other in the table above) was more than budget by $484,156 mainly from excess tax increment proceeds received in the current year . The following graph presents the City’s General Fund revenue by source for the last five years. The graph reflects the City’s increased reliance on tax revenue in recent years. Taxes Licenses and Permits Intergovernmental Charges for Services Fines and Forfeits All Other 2020 $9,594,699 $900,601 $4,092,040 $1,081,405 $1,652 $351,608 2021 $10,125,022 $999,906 $2,322,956 $1,528,506 $38 $635,157 2022 $10,838,670 $752,021 $2,795,110 $1,370,410 $2,998 $(46,221) 2023 $12,676,918 $694,943 $3,007,580 $1,344,465 $2,895 $667,508 2024 $14,494,849 $868,936 $3,586,085 $1,511,428 $103,766 $1,311,568 $(1,500,000) $– $1,500,000 $3,000,000 $4,500,000 $6,000,000 $7,500,000 $9,000,000 $10,500,000 $12,000,000 $13,500,000 $15,000,000 General Fund Revenue by Source Year Ended December 31, Total General Fund revenue for 2024 was $3,482,323 (18.9 percent) higher than last year. Taxes increased $1,817,931 related to a levy increase. Intergovernmental revenue increased $578,505 in a variety of categories including public safety and park grants aids. All other revenue increased $644,060 mainly due to excess tax increment proceeds received in the current year. -12- The following graph illustrates the components of General Fund spending for 2024 compared to budget: All Other Culture and Recreation Public Works Public Safety General Government General Fund Expenditures Budget and Actual Actual Budget Total General Fund expenditures for 2024 were $20,103,305, which was $1,010,585 (4.8 percent) under budget. Expenditures were less than budget in most program areas, due to open positions, fuel and utilities savings across multiple departments, and deferral of maintenance projects. Police department expenditures were lower than budget by $224,730 for fuel, small equipment, and technology purchases. Fuel costs were budgeted at a higher rate, but the price subsequently dropped through the end of 2024. Public works expenditures were lower than budget by $280,235, primarily for fuel and snow and ice management material savings. The following graph presents the City’s General Fund expenditures by function for the last five years: General Government Public Safety Public Works Culture and Recreation All Other 2020 $3,279,680 $6,693,505 $1,999,412 $1,628,772 $144,308 2021 $3,260,266 $7,261,344 $2,099,230 $1,982,787 $131,754 2022 $3,518,433 $8,083,971 $2,074,630 $2,209,617 $126,878 2023 $3,671,376 $9,140,389 $2,513,194 $2,281,006 $168,281 2024 $4,084,901 $10,642,427 $2,657,086 $2,602,420 $116,471 $– $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 $10,000,000 $11,000,000 $12,000,000 General Fund Expenditures by Function Year Ended December 31, Total General Fund expenditures for 2024 were $2,329,059 (13.1 percent) greater than the previous year. Public safety expenditures increased $1,502,038. The increase in public safety expenses includes a full year of full-time firefighters in 2024, as compared to six months of expense in 2023. Twelve full -time firefighters started with the City on July 1, 2023. General government increased $413,525, mainly in the election and finance departments due to staffing for the 2024 election and the addition of an accountant position in the finance department. -13- ENTERPRISE FUNDS OVERVIEW The City maintains a number of enterprise funds to account for services the City provides that are financed primarily through fees charged to those utilizing the service. This section of the report provides you with an overview of the financial trends and activities of the City’s enterprise funds, which include the Water, Sewer, and Water Quality Funds. ENTERPRISE FUNDS FINANCIAL POSITION The following table summarizes the changes in the financial position of the City’s enterprise funds during the year ended December 31, 2024, presented by both classification and by fund: 2024 2023 Change Net position of enterprise funds Total by classification Net investment in capital assets 76,823,473$ 74,313,470$ 2,510,003$ Unrestricted 17,915,692 15,046,459 2,869,233 Total enterprise funds 94,739,165$ 89,359,929$ 5,379,236$ Total by fund Water 53,912,726$ 51,271,447$ 2,641,279$ Sewer 33,521,970 31,768,405 1,753,565 Water Quality 7,304,469 6,320,077 984,392 Total enterprise funds 94,739,165$ 89,359,929$ 5,379,236$ Enterprise Funds Change in Financial Position Net Position as of December 31, INTERNAL SERVICE FUNDS The City has established a Severance Compensation Internal Service Fund to finance the compensated absence obligations of the governmental funds of the City. At December 31, 2024, this fund had assets totaling $640,871, while liabilities totaled $1,664,718, leaving a deficit net position balance of ($1,023,847). We recommend that the City continue to include the financing of these obligations as part of its long-range financial plans. The City has also established an Insurance Internal Service Fund to account for risk management activities, including workers’ compensation, volunteer accident, and property/casualty insurance. At December 31, 2024, this fund had a net position balance of $241,250. -14- WATER ENTERPRISE FUND The following graph presents five years of comparative operating results for the City’s Water Fund: 2020 2021 2022 2023 2024 Operating Revenue $4,784,064 $5,569,995 $5,595,073 $6,063,587 $4,976,415 Operating Expenses $3,243,683 $3,212,458 $3,755,290 $4,361,701 $3,788,155 Operating Income $1,540,381 $2,357,537 $1,839,783 $1,701,886 $1,188,260 Income Before Depreciation/Amortization $2,495,708 $3,346,673 $2,877,384 $2,761,203 $2,270,580 $– $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 Water Enterprise Fund Year Ended December 31, The Water Fund ended 2024 with a net position of $53,912,726, an increase of $2,641,279 from the prior year. Of this, $44,512,067 represents the net investment in capital assets, leaving $9,400,659 in unrestricted net position. The Water Fund had transfers out totaling $1,040,002 in 2024 to support other funds, pay debt service, and provide for construction projects. Operating revenue in the Water Fund decreased $1,087,172 (17.9 percent) from the prior year. This decrease was due to decreased consumption in the current year partially offset by increased rates. Water Fund operating expenses for 2024 decreased $573,546 (13.1 percent) from the previous year. This includes decreases in personnel costs, including wages and benefits, repairs and maintenance and utility costs. -15- SEWER ENTERPRISE FUND The following graph presents five years of comparative operating results for the City’s Sewer Fund: 2020 2021 2022 2023 2024 Operating Revenue $4,399,718 $4,761,256 $4,814,666 $4,689,458 $5,116,182 Operating Expenses $3,360,286 $3,365,918 $3,741,083 $3,689,753 $4,142,246 Operating Income $1,039,432 $1,395,338 $1,073,583 $999,705 $973,936 Income Before Depreciation/Amortization $1,653,925 $2,036,083 $1,757,988 $1,730,389 $1,744,748 $– $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 Sewer Enterprise Fund Year Ended December 31, The Sewer Fund ended 2024 with a net position of $33,521,970, an increase of $1,753,565 from the prior year. Of this, $28,523,937 represents the City’s net investment in capital assets, leaving $4,998,033 in unrestricted net position. The Sewer Fund had transfers out totaling $718,318 in 2024 to support other funds, pay debt service, and provide for construction projects. Operating revenue in the Sewer Fund increased $426,724 (9.1 percent) from the prior year, mainly related to increased usage and increased rates. Sewer Fund operating expenses for 2024 increased $452,493 from the previous year mainly in repairs and maintenance. -16- WATER QUALITY ENTERPRISE FUND The following graph presents five years of comparative operating results for the City’s Water Quality Fund: 2020 2021 2022 2023 2024 Operating Revenue $1,175,189 $1,206,566 $1,254,521 $1,413,198 $1,628,444 Operating Expenses $623,317 $730,212 $900,535 $819,451 $766,362 Operating Income $551,872 $476,354 $353,986 $593,747 $862,082 Income Before Depreciation/Amortization $668,423 $594,451 $451,879 $701,135 $969,156 $– $250,000 $500,000 $750,000 $1,000,000 $1,250,000 $1,500,000 $1,750,000 Water Quality Enterprise Fund Year Ended December 31, The Water Quality Fund ended 2024 with a net position of $7,304,469, an increase of $984,392 from the prior year. Of this, $3,787,469 represents the investment in capital assets, leaving $3,517,000 in unrestricted net position. Operating revenue in the Water Quality Fund increased $215,246 from the prior year, due to an increase in rates in 2024. Water Quality Fund operating expenses for 2024 decreased $53,089 (6.5 percent) from the previous year, mainly in repairs and maintenance. -17- GOVERNMENT-WIDE FINANCIAL STATEMENTS In addition to fund-based information, the current reporting model for governmental entities also requires the inclusion of two government-wide financial statements designed to present a clear picture of the City as a single, unified entity. These government-wide financial statements provide information on the total cost of delivering services, including capital assets and long-term liabilities. STATEMENT OF NET POSITION The Statement of Net Position essentially tells you what the City owns and owes at a given point in time, the last day of the fiscal year. Theoretically, net position represents the resources the City has leftover to use for providing services after its debts are settled. However, those resources are not always in spendable form, or there may be restrictions on how some of those resources can be used. Therefore, net position is divided into three components: net investment in capital assets, restricted, and unrestricted. The following table presents the components of the City’s net position as of December 31, 2024 and 2023, for governmental activities and business-type activities: 2024 2023 Change Net position Governmental activities Net investment in capital assets 149,536,208$ 143,656,868$ 5,879,340$ Restricted 12,716,329 12,546,535 169,794 Unrestricted 15,898,010 15,180,598 717,412 Total governmental activities 178,150,547 171,384,001 6,766,546 Business-type activities Net investment in capital assets 76,823,473 74,313,470 2,510,003 Unrestricted 17,915,692 15,046,459 2,869,233 Total business-type activities 94,739,165 89,359,929 5,379,236 Total net position 272,889,712$ 260,743,930$ 12,145,782$ As of December 31, The City’s total net position at December 31, 2024, was $12,145,782 higher than the total net position reported at the previous year-end. The increase in the governmental activities and business-type activities net investment in capital assets balance was mostly due to capital outlay and capital contribution activity during fiscal 2024. The increase in unrestricted net position in governmental activities is mostly related to the improved General Fund financial position offset by pension and OPEB related activity in the current year. The change in unrestricted net position in the business-type activities is related to positive operating results in the utility operations in the current year. At the end of the current fiscal year, the City is able to present positive balances in all categories of net position, both for the government as a whole, and for its separate governmental and business-type activities. The same situation held true for the prior year. -18- STATEMENT OF ACTIVITIES The Statement of Activities tracks the City’s yearly revenues and expenses, as well as any other transactions that increase or reduce total net position. These amounts represent the full cost of providing services. The Statement of Activities provides a more comprehensive measure than just the amount of cash that changed hands, as reflected in the fund-based financial statements. This statement includes the cost of supplies used, depreciation/amortization of long-lived capital assets, and other accrual-based expenses. The following table presents the change in the net position of the City for the years ended December 31, 2024 and 2023: 2023 Program Expenses Revenues Net Change Net Change Governmental activities General government 4,744,079$ 928,429$ (3,815,650)$ (1,703,933)$ Public safety 11,342,029 4,241,173 (7,100,856) (6,298,930) Public works 6,632,534 6,155,406 (477,128) (2,322,416) Culture and recreation 3,321,497 1,049,291 (2,272,206) (2,505,788) Economic development 1,376,697 31,124 (1,345,573) (711,180) Interest on long-term debt 666,504 – (666,504) (807,850) Business-type activities Water 3,806,405 5,003,829 1,197,424 1,686,444 Sewer 4,160,496 5,131,012 970,516 1,045,115 Water quality 818,296 1,662,933 844,637 616,770 36,868,537$ 24,203,197$ (12,665,340) (11,001,768) General revenues Taxes 21,335,798 19,439,605 Unrestricted grants and contributions – 456 Investment income 2,380,064 2,386,957 Miscellaneous 795,470 617,095 Sale of assetsGain (loss) on sale of assets 299,790 (29,331) Total general revenues 24,811,122 22,414,782 Change in net position 12,145,782$ 11,413,014$ Total net (expense) revenue Net (expense) revenue 2024 One of the goals of this statement is to provide a side-by-side comparison to illustrate the difference in the way the City’s governmental and business-type operations are financed. The table clearly illustrates the dependence of the City’s governmental operations on general revenues, such as property taxes and unrestricted grants. It also shows that the City’s business-type activities are generating sufficient program revenues (service charges and program-specific grants) to cover expenses. This is critical given the current downward pressures on the general revenue sources. -19- ACCOUNTING AND AUDITING UPDATES The following is a summary of Governmental Accounting Standards Board (GASB) standards expected to be implemented in the next few years. GASB STATEMENT NO. 102, CERTAIN RISK DISCLOSURES The objective of this statement is to provide users of government financial statements with essential information about risks related to a government’s vulnerabilities due to certain concentrations or constraints. This statement defines a concentration as a lack of diversity related to an aspect of a significant inflow of resources or outflow of resources. A constraint is a limitation imposed on a government by an external party or by formal action of the government’s highest level of decision-making authority. Concentrations and constraints may limit a government’s ability to acquire resources or control spending. A government will be required to assess whether a concentration or constraint makes the primary government reporting unit or other reporting units that report a liability for revenue debt vulnerable to the risk of a substantial impact. Additionally, a government must assess whether an event or events associated with a concentration or constraint that could cause the substantial impact have occurred, have begun to occur, or are more likely than not to begin to occur within 12 months of the date the financial statements are issued. If a government determines that those criteria for disclosure have been met for a concentration or constraint, it should disclose information (as outlined in the standard) in notes to financial statements in sufficient detail to enable users of financial statements to understand the nature of the circumstances disclosed and the government’s vulnerability to the risk of a substantial impact. The disclosures should also include any actions taken by the government to mitigate the risk. The requirements of this statement are effective for fiscal years beginning after June 15, 2024, and all reporting periods thereafter. Earlier application is encouraged. GASB STATEMENT NO. 103, FINANCIAL REPORTING MODEL IMPROVEMENTS The objective of this statement is to improve key components of the financial reporting model to enhance its effectiveness in providing information that is essential for decision making and assessing a government’s accountability. This statement also addresses certain application issues. This statement continues the requirement that the basic financial statements be preceded by management’s discussion and analysis (MD&A), which is presented as required supplementary information (RSI). This statement requires that the information presented in MD&A be limited to the related topics discussed in five sections: (1) Overview of the Financial Statements, (2) Financial Summary, (3) Detailed Analyses, (4) Significant Capital Asset and Long-Term Financing Activity, and (5) Currently Known Facts, Decisions, or Conditions. Furthermore, this statement stresses that the detailed analyses should explain why balances and results of operations changed rather than simply presenting the amounts or percentages by which they changed. In addition, this statement continues the requirement that information included in MD&A distinguish between that of the primary government and its discretely presented component units. This statement defines unusual or infrequent items as transactions and other events that are either unusual in nature or infrequent in occurrence, and requires governments to display the inflows and outflows related to each unusual or infrequent item separately. -20- This statement requires that the proprietary fund statement of revenues, expenses, and changes in fund net position continue to distinguish between operating and nonoperating revenues and expenses. In addition to the subtotals currently required in a proprietary fund statement of revenues, expenses, and changes in fund net position, this statement requires that a subtotal for operating income (loss) and noncapital subsidies be presented before reporting other nonoperating revenues and expenses. This statement requires governments to present each major component unit separately in the reporting entity’s statement of net position and statement of activities if it does not reduce the readability of the statements. If the readability of those statements would be reduced, combining statements of major component units should be presented after the fund financial statements. This statement requires governments to present budgetary comparison information using a single method of communication—RSI. Governments also are required to present (1) variances between original and final budget amounts and (2) variances between final budget and actual amounts. An explanation of significant variances is required to be presented in the notes to RSI. The requirements of this statement are effective for fiscal years beginning after June 15, 2025, and all reporting periods thereafter. Earlier application is encouraged. GASB STATEMENT NO. 104, DISCLOSURE OF CERTAIN CAPITAL ASSETS The objective of this statement is to provide users of government financial statements with essential information about certain types of capital assets. This statement requires certain types of capital assets to be disclosed separately in the capital assets note disclosures required by GASB Statement No. 34. Lease assets recognized in accordance with Statement No. 87, Leases, and intangible right-to-use assets recognized in accordance with Statement No. 94, Public-Private and Public-Public Partnerships and Availability Payment Arrangements, should be disclosed separately by major class of underlying asset in the capital assets note disclosures. Subscription assets recognized in accordance with Statement No. 96, Subscription-Based Information Technology Arrangements, also should be separately disclosed. In addition, this statement requires intangible assets other than those three types to be disclosed separately by major class. This statement also requires additional disclosures for capital assets held for sale. A capital asset is considered held for sale if (a) the government has decided to pursue the sale of the capital asset and (b) it is probable that the sale will be finalized within one year of the financial statement date. Governments should consider relevant factors to evaluate the likelihood of the capital asset being sold within the established time frame. Capital assets held for sale are required to be evaluated each reporting period. Governments should disclose (1) the ending balance of capital assets held for sale, with separate disclosure for historical cost and accumulated depreciation by major class of asset, and (2) the carrying amount of debt for which the capital assets held for sale are pledged as collateral for each major class of asset. The requirements of this statement are effective for fiscal years beginning after June 15, 2025, and all reporting periods thereafter. Earlier application is encouraged.