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HomeMy WebLinkAbout2012-2013.AuditReportCITY OF CAPE GIRARDEAU, MISSOURI Cape Girardeau, Missouri For the Year Ended June 30, 2013 ANNUAL FINANCIAL REPORT BEUSSINK, HEY, ROE & STRODER, L.L.C. Certified Public Accountants CITY OF CAPE GIRARDEAU, MISSOURI TABLE OF CONTENTS FINANCIAL SECTION Page No. INDEPENDENT AUDITORS' REPORT 1-3 REQUIRED SUPPLEMENTARY INFORMATION MANAGEMENT'S DISCUSSION AND ANALYSIS 4-18 BASIC FINANCIAL STATEMENTS GOVERNMENT-WIDE FINANCIAL STATEMENTS STATEMENT OF NET ASSETS 19-20 STATEMENT OF ACTIVITIES 21-22 FUND FINANCIAL STATEMENTS GOVERNMENTAL FUNDS FINANCIAL STATEMENTS BALANCE SHEET 23-24 RECONCILIATION OF THE BALANCE SHEET OF GOVERNMENTAL FUNDS TO THE STATEMENT OF NET ASSETS 25 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES 26 RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES 27 PROPRIETORY FUNDS FINANCIAL STATEMENTS STATEMENT OF NET ASSETS STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS STATEMENT OF CASH FLOWS FIDUCIARY FUNDS FINANCIAL STATEMENTS STATEMENT OF NET ASSETS 28-29 30 31-32 33 NOTES TO BASIC FINANCIAL STATEMENTS REQUIRED SUPPLEMENTAL INFORMATION STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -GENERAL STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -AIRPORT ST A TEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -PARK & RECREATION STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -CASINO REVENUE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -TRANSPORTATION SALES TAX TRUST FUND III NOTES TO BUDGETARY COMPARISON SCHEDULES SCHEDULE OF FUNDING PROGRESS SUPPLEMENTAL INFORMATION STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -CONVENTION AND TOURISM STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -DOWNTOWN BUSINESS DISTRICT STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -HEALTH STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL-MOTOR FUEL TAX 34-80 81 82 83 84 85 86-89 90 91 92 93 94 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -CAPITAL IMPROVEMENT SALES TAX - WATER SYSTEM IMPROVEMENTS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -TRANSPORTATION SALES TAX TRUST FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -CAPITAL IMPROVEMENT SALES TAX - SEWER SYSTEM IMPROVEMENTS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -TRANSPORTATION SALES TAX TRUST FUND II STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -FIRE SALES TAX STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -PUBLIC SAFETY TRUST STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -DEBT SERVICE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -GENERAL CAPITAL IMPROVEMENTS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL-STREET IMPROVEMENTS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL-PARK IMPROVEMENTS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -COMMUNITY DEVELOPMENT BLOCK GRANT PROJECTS 95 96 97 98 99 100 101 102 103 104 105 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGE IN FUND BALANCES -BUDGET AND ACTUAL -TRANSPORTATION SALES TAX TRUST FUND IV STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -PARK STORM WATER SALES TAX STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -PARK STORM WATER SALES TAX -CAPITAL STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -HOUSING DEVELOPMENT GRANTS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL - F AU GRANT PROJECTS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -SEWER STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL-WATER STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -SOLID WASTE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -GOLF COURSE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -SOFTBALL COMPLEX STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -INFORMATION TECHNOLOGY STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -FLEET MANAGEMENT 106 107 108 109 110 III 112 113 114 115 116 117 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -FRINGE BENEFITS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -RISK MANAGEMENT STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -EQUIPMENT REPLACEMENT STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -RIVERFRONT REGION ECONOMIC DEVELOPMENT ANNUAL FEDERAL FINANCIAL COMPLIANCE SECTION INDEPENDENT AUDITORS' REPORT ON COMPLIANCE FOR EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE 118 119 120 121 REQUIRED BY OMB CIRCULAR A-133 122-123 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 124-125 SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 126-128 NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 129 SCHEDULE OF FINDINGS AND QUESTIONED COSTS 130-131 SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS 132 BEUSSINK, HEY, ROE & STRODER, L.L.C. DEBRA BEUSSINK EUDY, CPA EVERETT E. HEY, CPA JERRY W. ROE, CPA Certified Public Accountants 16 South Silver Springs Road Cape Girardeau, Missouri 63703 Telephone (573) 334-7971 Facsimile (573) 334-8875 INDEPENDENT AUDITORS' REPORT Honorable Mayor and Members of the City Council City of Cape Girardeau, Missouri Report on the Financial Statements JEFFREY C. STRODER, CPA SCOTT J. ROE, CPA DAVID E. PRASANPHANICH, CPA 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 Cape Girardeau, Missouri (the City), as of and for the year ended June 30, 2013, and the related notes to the financial statements, which collectively comprise the City's basic financial statements as listed in the table of contents. Management's Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditors' Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accountant estimates made by management, as well as evaluating the overall presentation of the financial statements. 1 We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Cape Girardeau, Missouri as of June 30, 2013, and the respective changes in financial position, and where applicable, cash flows thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management's discussion and analysis and budgetary comparison information on pages 4 through 18 and 81 through 90 be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City of Cape Girardeau, Missouri's basic financial statements. The budgetary comparison fund financial statements are presented for purposes of additional analysis and are not a required part of the basic financial statements. The schedule of expenditures of federal awards is presented for purposes of additional analysis as required by U.S. Office of Management and Budget Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations, and is also not a required part of the basic financial statements. The budgetary comparison fund financial statements and the schedule of expenditures of federal awards are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the 2 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 budgetary comparison fund financial statements and the schedule of expenditures of federal awards are fairly stated in all material respects in relation to the financial statements as a whole. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated December 31,2013, 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, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City's internal control over financial reporting and compliance. BEUSSINK, HEY, ROE & STRODER, L.L.C. Cape Girardeau, Missouri December 31, 2013 3 REQUIRED SUPPLEMENTARY INFORMATION CITY OF CAPE GIRARDEAU, MISSOURI Management's Discussion and Analysis The discussion and analysis of the City of Cape Girardeau's financial performance provides an overall review of the City's financial activities for the fiscal year ended June 30, 2013. The intent of this discussion and analysis is to look at the City's financial performance as a whole. Readers should also review the basic financial statements and related notes to those statements to enhance their understanding of the City's financial performance. Financial Highlights o The assets of the City of Cape Girardeau exceeded its liabilities at the close of the most recent fiscal year by $269,181,654 (net assets). Of this amount, $37,201,495 (unrestricted net assets) may be used to meet the City's ongoing obligations to citizens and creditors. o As of the close of the current fiscal year, the City of Cape Girardeau's governmental funds reported combined ending fund balances of $28,722,617. Approximately 10.9 percent of this total amount, $3,126,389 is available for spending at the government's discretion (unassigned fund balance). o At the end of the current fiscal year, the unassigned fund balance for the general fund was $3,126,389 or 11.9 percent of total general fund expenditures and transfers. o At the end of the current fiscal year, general fund balance reserved for emergencies was $4,182,401 or 15.9 percent of total general fund expenditures and transfers. o The City of Cape Girardeau's fixed assets increased $28,771,808 during the year. Net fixed asset additions of$40,783,635 were made during the year. Depreciation for the current fiscal year reduced fixed assets by $12,011,827. o The City of Cape Girardeau's total long-term debt increased by $15,298,189 (27.3 percent) during the current fiscal year. During the current year the state revolving loan program increased the amount of total direct loans authorized for the City by $39,000,000 to a total authorization of $70,000,000. These 4 loans are being used to fund costs related to the current construction of a new wastewater treatment plant. During the year the City received disbursements totaling $18,297,714 from these loans. Also during the year the City recognized debt totaling $4,655,012 related to the purchase of land from Southeast Missouri State University that will be used for the future development of a business park. Regularly scheduled principal payments and amortization of bond premiums / discounts resulted in outstanding long-term debt being reduced by $7,654,537. Overview of the Financial Statements This discussion and analysis are intended to serve as an introduction to the City of Cape Girardeau's basic financial statements. The City of Cape Girardeau's basic financial statements are comprised of three components: 1) government-wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. Government-wide financial statements. The government-wide financial statements are designed to provide readers with a broad overview of the City of Cape Girardeau's finances, in a manner similar to a private-sector business. The statement of net assets presents information on all the City's assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets 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 assets changed during the most recent fiscal year. All changes in the net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of the related cash flows. Thus, revenues and expenses are reported in the 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). CITY OF CAPE GIRARDEAU, MISSOURI Both of the government-wide financial statements distinguish functions of the City of Cape Girardeau that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental activities of the City of Cape Girardeau include administrative services, development services, parks and recreation, public safety, and public works. The business- type activities of the City include sewer, water, and solid waste utilities and golf course and sports complexes operations. The government- wide financial statements can be found on pages 19 to 22 of this report. Fund financial statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City of Cape Girardeau, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the City can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. 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 statement, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government's near-term financing requirements. Because the focus of the 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 government's near term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. 5 The City of Cape Girardeau maintains 34 individual governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for the general, airport, parks and recreation, transportation trust IV, and casino revenue funds, which are considered, or have been designated, to be major funds of the City. Data from the other governmental funds are combined into a single, aggregated presentation. The City of Cape Girardeau adopts annual appropriated budgets for all its governmental funds except the special revenue funds that are foundations and the capital project funds which have project length budgets. Budgetary comparison statements have been provided for all major governmental funds as part of the financial statements to demonstrate compliance with this budget. Budgetary comparison statements for the remaining governmental funds are present as supplemental information. The basic governmental fund financial statements can be found on pages 23 to 27 of this report. Proprietary funds. The City of Cape Girardeau 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 used enterprise funds to account for its sewer, water, and solid waste utilities and its golf course and sports complexes operations. 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 operation of its information technology systems, fleet management, self-insured employee benefits and workmen's compensation programs, and its internal equipment leasing program. Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for the sewer, water, and solid waste utilities and golf course and sports complexes operations. All of these are considered, or have been designated, to be major funds of the City. The internal service funds are combined into a single, aggregated presentation in the proprietary fund financial statements. CITY OF CAPE GIRARDEAU, MISSOURI The basic proprietary fund financial statements can be found on pages 28 to 32 of this report. Budgetary comparison statements for all the proprietary funds are present as supplemental information. Notes to the Financial Statements. The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The notes to the financial statements can be found beginning on page 34 of this report. Government-wide Financial Analysis As noted earlier, net assets may serve over time as a useful indicator of a government's financial position. The City of Cape Girardeau, assets exceeded liabilities by $269,181,654, an increase of$18,190,743 (7.2%). The City's $222,883,355 net investment in capital assets (land, buildings, machinery, and equipment less related outstanding debt used to acquire those assets) makes up 82.8% of the City'S net assets. This net investment increased $13,406,070 (6.4%) during the current fiscal year. 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. An additional portion of the City's net assets (3.4 percent) represent resources that are subject to external restrictions on how they may be used. The portion of the City's net assets subject to external restrictions was $610,404 (7.2%) more than the previous year. The remaining balance of net assets ($37,201,495) is unrestricted and may be used to meet the City's ongoing obligations to citizens and creditors. This reflects a $4,174,269 (12.6%) increase over the previous year. At the end of the current fiscal year, the City is able to report positive balances in all three categories of net assets, both for the government as a whole, as well as for its separate governmental and business-type activities. The same situation was true of the prior year. City of Cape Girardeau's Net Assets Governmental Business-type Activit~ Activities Total 2013 2012 2013 2012 2013 2012 Current and other assets 37,491,416 36,136,272 18,982,594 14,648,278 56,474,010 50,784,550 Capital assets 174,515,860 165,186,346 119,582,189 100,139,895 294,098,049 265,326,241 Total assets 212,007,276 201,322,618 138,564,783 114,788,173 350,572,059 316,110,791 Long-term liabilities outstanding 21,632,583 19,929,195 47,652,722 31,598,980 69,285,305 51,528,175 Other liabilities 5,901,000 6,811,221 6,204,100 6,780,483 12,105,100 13,591,704 Total liabilities 27,533,583 26,740,416 53,856,822 38,379,463 81,390,405 65,119,879 Net assets: Invested in capital assets, Net of related debt 152,915,480 145,265,494 69,967,875 64,211,791 222,883,355 209,477,285 Restricted 5,034,599 4,851,959 4,062,205 3,634,441 9,096,804 8,486,400 Unrestricted 26,523,614 24,464,748 10,677,881 8,562,478 37,201,495 33,027,226 Total net assets 184,4 73,693 174,582,201 84,707,961 76,408,710 269,181,654 250,990,911 6 CITY OF CAPE GIRARDEAU, MISSOURI Governmental activities. Governmental activities increased the City of Cape Girardeau's net assets by $9,896,056 (compared to $20,408,995 in the previous fiscal year) thereby accounting for 54.4 percent of the total growth in the net assets of the City. Increases in net investments in capital assets during the fiscal year accounted for $7,649,986 or 77.3 percent of this year's increase in its governmental activities net assets. City of Cape Girardeau's Change in Net Assets Governmental Business-type activities activities Total 2013 2012 2013 2012 2013 2012 Revenues: Program revenue: Charges for service 5,000,474 5,057,123 18,495,391 18,829,983 23,495,865 23,887,106 Operating grants and contributions 826,308 1,547,279 13,655 826,308 1,560,934 Capital grants and contributions 4,794,060 1,332,549 2,071,345 498,384 6,865,405 1,830,933 General revenues: Property taxes 2,029,237 2,008,140 2,029,237 2,008,140 Sales taxes 26,511,731 25,442,574 26,511,731 25,442,574 Other taxes 12,113,396 9,536,220 12,113,396 9,536,220 Other 494,725 743,454 275,420 325,377 770,145 1,068,831 Special item Total revenues 51,769,931 45,667,339 20,842,156 19,667,399 72,612,087 65,334,738 Expenses: Administrative 6,018,306 5,727,258 6,018,306 5,727,258 Capital Improvements 379,923 620,298 379,923 620,298 Development Services 3,058,240 3,104,617 3,058,240 3,104,617 Interest and other costs 713,682 1,440,995 713,682 1,440,995 Parks and Recreation 5,305,586 5,178,740 5,305,586 5,178,740 Public Safety 13,222,649 13,180,887 13,222,649 13,180,887 Public Works 7,441,934 7,155,731 7,441,934 7,155,731 Sewer 6,194,786 6,987,740 6,194,786 6,987,740 Water 6,905,559 6,937,308 6,905,559 6,937,308 Solid Waste 3,450,069 3,558,892 3,450,069 3,558,892 Golf Course 699,129 699,594 699,129 699,594 Softball Complex 1,026,917 879,164 1,026,917 879,164 Total expenses 36,140,320 36,408,526 18,276,460 19,062,698 54,416,780 55,471,224 Increase in net assets before transfers 15,629,611 9,258,813 2,565,696 604,701 18,195,307 9,863,514 Transfers (5,733,555) 11,150,182 5,733,555 (11,150,182) Increase in net assets 9,896,056 20,408,995 8,299,251 (10,545,481 ) 18,195,307 9,863,514 Net assets-beginning of year 174,582,201 154,239,911 76,408,710 86,931,232 250,990,911 241,171,143 Inclusion of component units not previously reported Prior period adjustments (4,564) (66,705) 22,959 (4,564) (43,746) Net assets-end of year 184,473,693 174,582,201 84,707,961 76,408,710 269,181,654 250,990,911 7 CITY OF CAPE GIRARDEAU, MISSOURI Activity in the following revenue and expense items should be noted for the current fiscal year: Revenues from governmental activities • Charges for service were $56,649 (1.1 %) less the previous year. During the current year administrative revenues included $90,522 in fees from an airshow at the Cape Girardeau Regional Airport. There was no airshow in the previous year. During the previous year parks and recreation revenues included $29,591 for rental of Capaha field by the local university. During the current year this revenue was recorded in the Sports Complex Fund. The following are other significant changes in park and recreation service charge revenue during the current year. Increases in revenues were seen in Osage Community Centre, Shawnee Park Community Center, and Recreation divisions by $13,899 (7.0%), $15,346 (50.1%), and $13,974 (5.6%), respectively; while Central Pool and Cape Splash showed decreases of$4,546 (3.8%) and $82,342 (13.5%). Other notable decreases included in this year's revenue were: (1) weed and demolition assessments $18,184 (77.7%) included as public safety revenue, (2) court costs and fines $37,515 (3.5%) included as public safety revenue, and (3) permits revenue $24,540 (15.1 %) included in development services revenue. • Operating grants and contributions were $720,970 (46.6%) less than the previous year. During the current year the City received $172,190 in payments from various neighborhood improvement grants, $41,803 for emergency shelter grants, $365,169 from various police operating grants, $36,082 in grants used establish bike routes throughout the City, and $7,808 for a Citizen's Corp grant. During the previous year payments from these sources were $517,584, $132,587, $417,474, $174,493 and $42,350, respectively. During the previous year the City received $35,041 from a SAFER grant to cover the portion of the personnel costs of three additional firefighters. No grant funds were received for these purposes during the current year. • Capital grants and contributions increased $3,461,511 (259.8%) over the previous year. During the current year the Isle of Capri donated public infrastructure to the City valued at $2,420,307 and the Greater Cape Girardeau Benevolent Association made a $480,000 down payment on behalf of the City per an agreement with the Southeast Missouri University Foundation for the purchase of247.43 acres along interstate I-55. This year grants totaling $1,458,462 and $87,451 were received for the Lewis and Clark Parkway project and the Prestige development, respectively. In the previous year grants totaling $625,276 and $279,435 were received for those projects, respectively. • Property tax revenue was $21,097 (l.1 %) more than the previous year. Assessed values finalized by the board of equalization increased $2,783,287 (.6%) and $2,615,485 (4.3%) for real estate and personal property, respectively. New construction of$4,287,580 and annexed property of$94,050 were included in real estate increase. The City's general tax levy rate increased .3% during the current year. • Sales tax revenue was 5l.2% of the total revenue during the current year vs. 55.7% in the previous year. This year's revenue was $1,069,156 (4.2%) more than the previous year. From fiscal year ending June 30, 2009 through fiscal year ending June 30, 2012 sale tax revenue, adjusted for new taxes, had annual growth rates of (1.6%), 1.6%, 2.0% and 4.9%, respectively. • Other taxes increased $2,577,175 (27.0%) from the previous year. Franchise taxes, motor fuel taxes, convention and tourism taxes, business licenses, liquor licenses, and cigarette taxes, grew $262,960 (5.8%), $623 (O.l%), $128,040 (6.8%), $77,739 (5.9%), $4,667 (7.2%), and $9,727 (5.7%), respectively. During the previous year the City received $250,000 from the Isle of Capri for payment due to the Riverfront Development Fund pursuant to terms of a development agreement with the city. No payment was received during the current year. During the current year the Isle of Capri casino opened. The City received $2,343,419 in gross receipt taxes from the casino during the current year. 8 CITY OF CAPE GIRARDEAU, MISSOURI Revenues from governmental activities (continued) • Ameren paid 70.6% of the total franchise tax collected during the year based on its electricity and natural gas revenues. During the current year Ameren paid $281,972 (9.2%) more than the previous year. Payments received on electricity and natural gas sales increased $202,275 (8.4%) and $79,697 (12.0%), respectively, from the previous year. Average monthly electric and natural gas rates were 6.3% more and 4.0% less, respectively, during the current year when compared to the previous year. An extremely mild winter had a negative impact on both the natural gas and electricity receipts during the previous year. • During the current year the City received payments in lieu of franchise taxes from its water and sewer funds totaling $715,656. This was $7,828 (1.1%) less than the previous year. There were no sewer or water rate increases during the current year. • Franchise tax paid during the current year by the City's telecommunication and cable TV service providers decreased $30,479 (9.7%) and increased $19,295 (5.1 %), respectively, from the previous year. During the previous year the City received $27,500 in back taxes from Sprint. • The increase in the convention and tourism taxes was comprised of$71,400 (5.6%) and $56,640 (9.2%) increases in restaurant and hotel/motel taxes, respectively, from the previous year. • Other revenue declined $245,728 (33.5%) from the previous year to $494,725. Investment earnings, which accounted for 72.7% of other revenue, decreased $210,543 (36.9%). Expenses from governmental activities • Administrative expenses totaled $6,018,306 this year which was $291,049 (5.1 %) more than the previous year. Excluding personnel costs, the most significant cost item included in this category is the City's support of the "River Campus Project". This is a joint City/University project. The City agreed to make payments from its convention and tourism taxes to pay principal and interest on bonds issued by the University to fund $8.9 million of construction costs related to a campus, performance center, and museum on property that oversees the Mississippi River. The campus began operating in the fall of2007. The total cost of the project exceeded $60 million. The city's payments to Southeast Missouri State University increased $122,955 (9.4%) to $1,431,139 this year. Current revenues collected from the hotel, motel, and restaurant taxes not used for the operation of the Convention Visitors Bureau are committed to pay off the "River Campus" bonds. Unspent hotel, motel, and restaurant taxes collected before November 2004 are used to fund various tourism and economic development related projects. During the current year the City spent $158,920 on such projects, an increase of $30,295 (23.6%) over the previous year. At the end of the current year there was still $39,378 available for expenditure on future tourism and economic development related projects. The current year also includes the following significant changes in administrative costs: (1) amounts spent on salaries and benefits increased 123,378 (6.4%) over the previous year (2) legal fees related to the eviction ofa tenant from its manufacturing facility at the airport decreased by $68,793 to $3,561 (3) an airshow was held in fiscal year 2013 which added $109,148 in expenses. • Capital improvements expenses totaled $379,923 this year which was $240,375 (38.8%) less than the previous year. These costs represent street and other capital projects that did not meet the City's $5,000 capitalization threshold (the amount at which the expenditure would be recorded as a capital asset). 9 CITY OF CAPE GIRARDEAU, MISSOURI Expenses from governmental activities (continued) • Development services expenses totaled $3,058,240 this year which was $46,377 (1.5%) less than the previous year. This year's expenses included $1,692,576 for employee salaries and benefits which was $133,214 (8.5%) more than the previous year. During the current year the City spent $330,281 on various economic development projects as required by various development agreements. This was $162,453 (96.8%) more than the previous year. A new development agreement associated with the location of a new Menards store within the City resulted in economic development payments of $159, 1 06 during the year. During the current year the City spent $253,248 on a downtown way-finding signage project compared to $12,051 spent on this project during the previous year. The following amounts were spent on grant programs during the current year: (1) $89,152 for the completion of the renovation of the Prestige Building (2) $262,942 for various neighborhood improvement and housing projects (3) $21,848 for emergency shelter and (4) $36,488 for City bike routes. During the previous year the City spent $279,435, $385,234 , $134,821, and $187,536, respectively, on these grant programs. • Interest and other costs totaled $713,682 this year which was $727,313 (50.5%) less than the previous year. During the previous year the City used proceeds from the issuance of revenue bonds by the Water Fund to call $14,050,000 of the 1998 water revenue bonds that had originally been issued through the state revolving loan program and was being paid out of the Capital Improvement Sale Tax -Water System Improvements Special Revenue Fund. • Parks and recreation expenses totaled $5,305,586 this year which was $126,846 (2.4%) more than the previous year. This year's financial statements included depreciation costs of$957,067 and electricity costs of$280,359 which were $20,291 (2.2%) and $19,739 (7.6%) more, respectively than the previous year. The current year also includes $74,700 for a major brick renovation project at City Hall • Public safety expenses totaled $13,222,649 this year which was $41,762 (0.3%) more than the previous year. Included in this year's expenses is depreciation expense totaling $677,816 which was $5,625 (.8%) more than the previous year, personnel costs totaling $10,954,750 which were $313,576 (3.0%) more than the previous year, and operating expenses totaling $1,590,083 which was $277,439 (14.9%) less than the previous year. • Public works expenses totaled $7,441,934 this year which was $286,203 (4.0%) more than the previous year. Included in this year's expenses is depreciation expense totaling $5,018,369 which was $207,687 (4.3%) more than the previous year, personnel costs totaling $1,114,469 which was $39,619 (3.7%) more than the previous year, and electricity costs totaling $467,267 which was $40,638 (8.7%) more than the previous year. Softball Complex Golf Course Solid Waste Sewer Water Public Works Public Safety Parks & Recreation Development Serv Adm inistrati ve ~ I_Expense I !!!!PI cRevenue ~, ~ 1,500,000 3,000,000 4,500,000 6,000,000 7,500,000 9,000,000 10,500,00012,000,00013,500,000 The illustration above makes it clear that all the governmental activities and business-type activities of the City with the exception of water and sewer required a subsidy by taxpayers. General revenues in these activities, which include transfers from special revenue sales taxes, were sufficient to provide adequate subsidies for both the governmental and business-type activities. 10 CITY OF CAPE GIRARDEAU, MISSOURI Revenues by Source - Governmental Activities Revenues for governmental activities Operating Charge for grants Other 1.0% Sales taxes 51.1% Service 1.6% 9.7% Capital grants 9.3% Property taxes 3.9% Other taxes 23.4% The above chart summarizes the sources of revenue from government activities. The three main sources of revenue and their share of total governmental revenues are sales tax (51.1 %), other taxes (23.4%) and charges for services (9.7%). The City's general sales tax represents 36.7 percent of the total sales tax revenue and 45.5 percent of the total general fund revenues. The remaining sales taxes are for parks, storm water, transportation, sewer, water, and public safety projects. The general fund accounts for 52.8% and 55.4% of the other tax and service charge revenue respectively. This represents 29.9% and 13.0% of the total general fund revenues respectively. Business-type activities Net assets of the City increased by $8,299,251 as a result of its business-type activities during the current year. During the previous year business- type activities decreased the City's net assets by $10,545,481. Business-type activities before transfers increased the City's net assets by $2,565,696 and $604,701 during the current and previous years, respectively. During the current year there were net transfers from the governmental activities to business-type activities of$5,733,555. In the previous year there 1 1 were net transfers from business-type activities to governmental activities of $11,150,182. Transfers of sales tax revenue for bond payments totaling $3,579,595 and operating subsidy transfers from the general and parks / storm water sales tax funds totaling $986,808 were made during the current year. Last year these transfers totaled $1,624,914 and $853,864, respectively. During the current year capital improvements totaling $1,145,312 were transferred to the water, sewer, golf and softball complex funds from capital project funds. Last year these transfers were $2,599,893. The net change in assets before transfers and general revenues in the sewer, water, solid waste, golf, and softball operations totaled $3,242,453, $26,233, (113,330), $(221,894), and $(643,186), respectively, this year. This compares to $873,466, $402,135, (193,009), $(187,666), and $(615,602), respectively, in the previous year. Other 1.3% Revenues for business-type activiies Charge for Service 88.7% Financial Analysis of the City's Funds As noted earlier, the City of Cape Girardeau 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 the City's net resources available for spending at the end of a fiscal year. As of June 30, 2013, the City's governmental funds reported combined ending fund balances of $28,722,617, an increase of$I,379,177 (5.0%) from the prior year. Unassigned fund balances, which are available for spending at the City's discretion, account for $3,126,389 (10.9%) of the total fund balances. CITY OF CAPE GIRARDEAU, MISSOURI The remainder of the fund balances are classified as nonspendable, restricted, committed, or assigned to indicate that they are not available for new spending. The following are the amounts and classification of the remaining fund balances at June 30, 2013: (1) $906,650 is classified as nonspendable because it is either (a) not in spendable form or (b) legally or contractually required to be maintained intact (2) $20,789,599 is classified as restricted because it can be spent only for specific purposes because of restrictions by external parties, constitutional provisions or enabling legislation 3) $1,814,241 is classified as committed because it can only be used for specific purposes pursuant to constraints imposed by formal action of the City Council 4) $2,085,738 is classified as assigned because its expenditure is constrained by the City's intent to use it for specific purposes. The general fund is the chief operating fund of the City. At the end of fiscal year ending June, unassigned fund balance of the general fund was $3,126,389 while total fund balance was $8,261,313. As a measure of the general fund's liquidity, it may be useful to compare both unassigned fund balance and total fund balance to total fund expenditures. Unreserved fund balance represents only 1 1.9 percent of total general fund expenditures including transfers. However, included in the reserved fund balance is $4,182,401, which had been reserved to meet the City Charter's emergency reserve requirement. This amount represents 15.9 percent of total general fund expenditures including transfers and could be used if an emergency was declared by the City Council. The Governmental Funds Statement of Revenue, Expenditures, and Changes in Fund Balance shows that the total fund balance of the City of Cape Girardeau's general fund increased by $40,769 during the current fiscal year. However, the General Fund Statement of Revenues, Expenditures, and Changes of Fund Balance prepared on a budget basis shows a current fiscal year increase of$114,822. Differences between the amounts reflected in the two statements can be found in the Notes to Budgetary Comparison Schedules found on pages 86 to 89. The original adopted general fund budget for the fiscal year ending June 30, 2013 had a surplus of revenues over expenditures of $168, 118. The actual general fund results increased fund 12 balances by $114,822. Significant deviations from this budget are detailed below: o Sales tax revenue was $394,574 (4.2%) more than the previous year, which was $198,415 (2.1 %) more than projected for the adopted budget. The adopted budget projected revenues that were 1.5% above the projected fiscal year ending June 30, 2012 revenues. Actual revenue for fiscal year ending June 30, 2012 increased 4.84% from than the previous year while the budget had assumed it would increase 5.41 %. o Franchise tax revenue was $215,377 (4.7%) more than projected for the adopted budget. Franchise taxes from electric utilities, telecommunications, cable TV, and the City's water and sewer service exceeded their budgets by $200,076 (8.3%), $56,868 (25.1%), $18,118 (4.8%) and $5,656 (0.8%), respectively. Franchise tax from natural gas utilities were $65,341 (8.1 %) below their projected budget. o During the current year Ameren paid $281,972 (9.2%) more franchise taxes than the previous year. Payments received on electricity and natural gas sales increased $202,275 (8.4%) and $79,697 (12.0%), respectively, from the previous year. Average monthly electric and natural gas rates were 6.3% more and 4.0% less, respectively, during the current year when compared to the previous year. An extremely mild winter had a negative impact on both the natural gas and electricity receipts during the previous year. Projections used in the current year's budget had assumed electric and natural gas usage equal to usage from calendar year 2011 and rates that were in effect on February 1,2012. o During the current year the City received payments in lieu of franchise taxes from its water and sewer funds totaling $715,656. This was $7,828 (l.I%) less than the previous year. The amount of payments in lieu of franchise taxes projected for the current year's budget had assumed no sewer or water rate increases and there were none during the current year. CITY OF CAPE GIRARDEAU, MISSOURI o Franchise tax paid during the current year by the City's telecommunication service providers decreased $30,479 (9.7%) from the previous year. During the previous year the City received $27,500 in back taxes from Sprint. The amount of projected franchise tax from telecommunication providers used in the current year's budget was significantly underestimated. o Franchise tax paid during the current year by the City's cable TV service provider increased $19,295 (5.1 %) from the previous year. The amount of projected franchise tax from the City's cable TV service provider used in the current year's budget was based on revenue received during the quarter ended December 31, 2011. o Property tax revenue increased $12,862 (0.8%) over the previous year and was $16,945 (1.0%) more than the projected budget. The previous year's revenue included $10,908 of protested taxes from previous years. Assessed values finalized by the board of equalization increased $2,783,287 (.6%) and $2,615,485 (4.3%) for real estate and personal property, respectively. New construction of $4,287,580 and annexed property of $94,050 were included in real estate increase. The adopted budget for the fiscal year ending June 30, 2013 had assumed 1.0% and 0.0% assessed value growth for real estate and personal property, respectively. The City's general tax levy rate increased .3% during the current year. No levy increases had been projected in the current year's budget. o Business license revenue increased $77,739 (5.9%) over the previous year and exceeded the proj ected budget by $119,739 (9.4%). The adopted budget projected revenues that were 1.5% above the projected adjusted fiscal year ending June 30, 2012 revenues. Actual adjusted revenue for fiscal year ending June 30, 2012 was $61,001 (4.9%) more than had been assumed by the budget projections. 13 o Other license and permit revenue was $24,899 (9.8%) higher this year than the previous year and was $59,034 (26.8%) more than projected for the budget. This year's results included $42,500 in revenue from a residential rental license that was implemented during the year. o Intergovernmental revenue exceeded revenue projected for the budget by $203,492 (48.3%). This year's intergovernmental revenue included $129,487 in revenues from various public safety capital grants, $29,467 grant to establish bicycle routes throughout the city, and $41,803 for an emergency shelter grant. Only $3,000 of these revenues had been projected in the current year's budget. o Service charges were $38,383 (3.3%) less than the previous year but were $53,413 (4.9%) more than projected in the budget. Internal costs charged to various parks capital projects totaling $104,171 had not been anticipated in the original budget. o Fines and forfeits revenue was $29,027 (3.0%) less than the previous year and was $44,226 (5.0%) more than projected in the budget. The adopted budget for fiscal year ending June 30, 2013 had assumed revenue levels equal to the March 2012 projected revenue for fiscal year ending June 30, 2012. Actual revenues for fiscal year ending June 30, 2012 exceeded these projections by $73,252 (8.2%). o During the current fiscal year total expenditures were $131,786 (0.6%) less than the original budget. Operating expenditures and debt service expenditures were $154,666 (0.7%) and $2,221 (1.4%) less than their original budgets, respectively. Actual capital expenditures exceeded the original budget by $25,101 (34.3%). o Transfers to other funds for operating subsidies were $170,588 (4.1%) more than original budget and transfers for capital expenditures exceeded their original budgets by $980,891 (1,196.8%). CITY OF CAPE GIRARDEAU, MISSOURI Proprietary funds. The City of Cape Girardeau's enterprise funds are all presented as major funds for purposes of this report. As a result, all statements related to the enterprise funds are presented at the government-wide level. The City does have Internal Service funds, which are reported in total on the Proprietary Fund Statement and consolidated with other governmental activities on the government-wide statements. General Fund Budgetary Highlights Total expenditures and transfers on the final amended budget were $1,355,644 (5.3%) more than the original adopted budget. The changes that were appropriated by the City Council can be summarized as follows: Administrative -$65,700.00 for costs related to additional overtime and other costs associated with the upgrade of finance and payroll software; Council room video cameras and presentation equipment; computer replacement for public service channel; outside legal advice; employee search costs; legal subscription services; and Energy Efficiency Block grant expenditures. Development Services -$56,250.00 for costs related to grant funded expenditures to establish bike routes throughout the city, community assistance grant expenditures, AutoCad upgrades, and other economic development costs. Public Safety -$194,537.00 for costs related to overtime; temporary full-time employee; prisoner food; police chief search; various public safety operating grants; upgrading Municipal court software; payment of an insurance deductible; repair of door at fire station #2; replacement of fire station # 1 HV AC system; and various other public safety operating and equipment expenditures. Parks and Recreation -$54,882.00 for costs related to repairs made at City Hall and the Common Pleas Court House. 14 Public Works -$46,500.00 for costs related to relocation of a street light electrical line and additional street light utility costs as a result of a rate increase. General Fund Transfer to Airport Fund - $33,500.00 to cover projected operating shortfall from air show and costs related to repair of damaged generator and self-service fuel tank modification. General Fund to Parks and Recreation Fund - $3,800.00 to cover costs of repair of vandalism to Arena roof and replacement of motor for handicapped entrance at the Osage Centre. General Fund to General Capital Improvement Fund -$120,000.00 to cover costs of repairs related to the Nash Road Railroad Crossing. General Fund to Public Safety Trust Fund - $63,000.00 to cover transfer of additional sales tax revenue. General Fund to Housing Development Grants Fund -$35,000.00 to cover costs not reimbursed by grants. General Fund to Information Technology Fund - $682,475.00 to cover costs related to upgrading to Microsoft 2010 and replacing the City'S ERP software. Excess general fund revenues and unrestricted fund balances were used to fund all appropriations that did not have an identified funding source. During the year departments may transfer budget appropriations between various expense types within their department. Capital Assets and Debt Administration Capital Assets. The City of Cape Girardeau's investment in capital assets for its governmental and business-type activities as of June, amounts to $294,098,049 (net of accumulated depreciation). This investment in capital assets includes all land, buildings and system improvements, machinery and equipment, and infrastructure owned by the City. CITY OF CAPE GIRARDEAU, MISSOURI City Capital Assets 45.3% 42.3% Oland .SuildingslEquipment 01 nfrastructure OConstruction in Progress Major capital asset events during the current fiscal year included the following: o Construction costs totaling $5,857,328 on approved transportation sales tax projects were incurred this year. This tax was originally approved to complete a specific list of street projects, which also included amounts for street repair and overlay and sidewalk construction and repair. o Land purchased from Southeast Missouri State University costing $5,141,796 (NPV of the transaction) that will be used for the future development of a business park. o $1,777,008 in construction costs were incurred for a street project that is being partially funded by the Missouri Department of Transportation. o Construction costs totaling $2,562,196 on various water system projects were incurred this year. Major water system improvements included the activation of a system to get the new wells and pumps to send water into new transmission mains, the removal of the water storage tank at Plant #2, the design of a new elevated water tank, the addition of water main extensions and the continuation of the two- inch water main replacement program. o Costs totaling $19,031,306 related to the new Wastewater Treatment Plant were incurred this year. o Costs totaling $49,960 were incurred for sidewalk construction for the safe routes to school program. These costs were almost entirely funded by the Department of Transportation. o Department of Transportation funds were used to partially fund the $79,418 spent to expand the City's trail system. o In April 2008 voters approved a liz cent sales tax to pay for storm water and park improvement projects. $291, 103 and $230,312 were spent respectively during the current year on these projects. o Sewer projects funded by sewer revenue amounted to $7,793 in capital expenditures during the current year. Additional information about the City's capital assets can be found in note D to the financial statements. City of Cape Girardeau's Capital Assets (net of depreciation) Governmental Business-type Activity I\ctivitles Total 2013 2012 2013 2012 2013 2012 Land 10.068.115 4926.320 647.165 647.165 10,715,280 5,573.485 Buildings and system improvements 21,772,194 22,754492 2,313.739 2.495,635 24,085933 25.250,127 Improvements other than buildings 9,839,627 10,363.902 89.344324 89417174 99,183,951 99,781,076 Equipment 5.881,752 6,019842 4.150601 4200,680 10,032353 10220522 Infrastructure 124.273538 1113,903, 124,273,538 11B.Q03, Construction In progress 2680,634 2,218,015 23,126360 3379,2111 25,806994 5.597256 Total 114,515,860 186,346 119,582,1d9 100.139,8% 294.098049 265326241 15 CITY OF CAPE GIRARDEAU, MISSOURI Long-term debt. At the end of the fiscal year, the City of Cape Girardeau had total debt outstanding of $71,280,543. Bonded debt outstanding totaling $49,950,066 is secured by revenues of the sewer and water funds and capital improvement sales taxes. The repayment of the remaining debt is subject to annual appropriations. The City's total outstanding debt increased by $15,298,189 (27.3%) during the current year. During the current year the state revolving loan program increased the amount of total direct loans authorized for the City by $39,000,000 to a total authorization of $70,000,000. These loans are being used to fund costs related to the current construction of a new wastewater treatment plant. During the year the City received disbursements totaling $18,297,714 from these loans. Additionally, during the current year the City of Cape Girardeau agreed to purchase land from Southeast Missouri State University that will be used for the future development of a business park. Under terms of the agreement the City paid a $480,000 down payment and agreed to make annual payments of $460,000 over the next 12 years. The City recognized new debt totaling $4,655,012 on its statements as a result of this purchase (NPV of future payments with a 2.77% discount rate). Regularly scheduled principal payments and amortization of bond premiums / discounts resulted in outstanding long-term debt being reduced by $7,654,537. More information about the City's outstanding debt can be found in note E to the financial statements. City of Cape Girardeau's Outstanding Debt Governmental Business-type Activit~ Activities Total 2013 2012 2013 2012 2013 2012 Notes payable 5.154,911 647,528 750.101 810.109 5905.012 1.457.637 Special obligation bonds 3,133.845 3989.317 874 795 1,01753"1 4,008,640 5006.854 Revenue bonds 894.800 937,600 48,055.266 34.208439 48.950,066 35.146,039 Certificates of participation General obligation bonds Leasehold revenue bonds 12,416,825 14371 824 12416.825 14.371.824 21,600,381 19,946,269 49,680,162 36036,085 71.280,543 55,982354 16 CITY OF CAPE GIRARDEAU, MISSOURI Economic Factors and the Next Year's Budget Residential development remained steady during the past year. Values of residential permits issued during the year were at approximately the same level as the previous year's values. Commercial development increased significantly during the current. Values of commercial permits issued during the year were 41.7% higher than the previous year. Commercial development was strongest it's been since 2004. Commercial and residential permits valued at $54.3 million and $16.2 million were issued this year. Commercial and residential permits valued at $38.3 million and $16.1 million were issued in the previous year. In the current year 49 single family residence and 11 two family residence building permits totaling $9,844,705 and $2,310,000, respectively, were issued. In the previous year 52 single family residence and 14 two family residence building permits totaling $9,599,218 and $2,567,000, respectively, were issued. Local employment continues to be stronger than national employment. The Cape Girardeau County unadjusted unemployment rate was only 5.7% in October 2013. Statewide and national unadjusted unemployment rates were 5.7% and 7.0%, respectively, for this month. The unadjusted unemployment rates were 5.7%, 6.6% and 7.5% for the county, state, and nation, respectively, for the previous October. City construction projects related to its transportation sales tax and parks and storm water sales tax provide significant support to local construction employment. The following major retail stores began operation, were under construction, or were announced during the past year. In June 2013 Academy Sports opened a 75,000 square foot facility in the city. This store is expected to employ approximately 75 people. A new CVS Pharmacy is currently under construction and a January 2014 opening date is anticipated. In December 2013 Walmart announced its plans to construct a Walmart Neighborhood Market store at the site of the former Plaza Galleria building. The facility is anticipated to be approximately 25% the size of the local Walmart Supercenter. In October 2012 the Isle of Capri opened its $125 million casino development in the 17 downtown area. The development should employ approximately 450 people and produce an estimated $3 million of additional annual tax revenue for the City. In October 2012 Procter and Gamble announced a $300 million expansion of its plant located in Cape Girardeau County. This expansion should create 50 additional permanent jobs. During the year the City continued to enhance its position as a regional medical center. Both hospitals have continued to expand their facilities. In December 2012 Saint Francis Medical Center announced an estimated $130 expansion of its facilities. Taxable sales subject to the City's general sales tax increased 4.8% during the current year. Since the City is heavily dependent on sales tax revenue for support of its general fund services, any growth of local retail sales can have a positive impact on the City's ability to fund services in the future. The state Hancock Amendment requires the City obtain simple majority voter approval to increase any permit or license fee that is not based on actual costs to the user and strictly limits the City's ability to increase its real estate and personal property tax levies to support its general services such as police and fire protection. The City Charter requires voter approval to increase sewer, water, and solid waste fees by more than 5% in any year. All other user fees can be adjusted to cover actual costs. Improving retail economy. Sales tax is a significant revenue source of the City and is a barometer of the local economy. In the current year sales tax revenue from the general sales tax increased 4.2% while inflation grew at 1.7%. In the previous year sales tax revenue from the general sales tax increased 4.8% while inflation grew at 3.1 %. The City's restaurant gross receipt tax and hotel/motel gross receipt tax increased 5.6% and 9.2%, respectively, during the current year. In the previous year they increased 5.6% and 9.4%, respecti ve ly. Regional retail center. Through most of the 1990's Cape Girardeau continued to be a regional retail center for much of Southeast Missouri and Southern Illinois. During the latter part of the 1990's Cape Girardeau began to lose its share of the retail market to other cities in the region as these cities added additional retail outlets in their communities. CITY OF CAPE GIRARDEAU, MISSOURI FY10 FY11 FY12 FY13 Cape Girardeau Carbondale Jackson Perryville Sikeston 41."i'% 41 9'/':) 424('.<, 44 o (/c) 279lyo 2T9%, 274% 26.7% 9.5°;() 9.6% 9.6'10 93°/., 7A°;() 72% 72(% 7.2% 13.5% 13.4°;(. 13.4'% 12.8% 100.0% 100.0% 1000(% 1000'>;') The previous table, which includes the City of Cape Girardeau and significant retail centers within a 50 mile radius, shows the percentage of estimated sales made by each City to the total estimated sales of the five cities. During the current year it appears that trend of the City recapturing its share of the local market is continuing. Local Economic Development. In the previous 9 years the City has entered into 5 long-term development agreements to reimburse companies for the public improvements associated with 5 retail development projects from the additional sales tax generated from those projects. The agreements have resulted in the addition of three major new retailers, the relocation and expansion of another major retailer, and in the conversion of a former Sears's facility into a call center for National Asset Recover Services (NARS). Payment made by the City pursuant to these agreements totaled $330,281 during the current year. Payments totaling $1,469,523 have been made since the beginning of these agreements. During the year the City spent $66,647 in support of Cape Girardeau Area Magnet, as a result of their membership in that organization. This organization actively solicits business, industry and commerce for the greater Cape Girardeau area which includes neighboring cities Jackson and Scott City and all of Cape Girardeau County. In February, 2013, the City agreed to purchase 247.43 acres along interstate I-55 around the new LaSalle interchange for $6,000,000 under terms agreed to with the Southeast Missouri University Foundation. Per the tenns, a $480,000 down payment was made by the Greater Cape 18 Girardeau Benevolent Association on behalf of the City and the City will make 12 annual future payments of $460,000. The land will be used for future business development and is best suited for distribution centers, light manufacturing, technology- related businesses and some retail development. The City was awarded a grant up to $700,000 in October, 2013 to provide water, sewer, and road improvements needed to bring a new distribution center to this site. The company has agreed to invest at least $2.1 million in the center and produce at least 35 new full- time jobs within two years as a result of this grant. Budget for fiscal year ending June 30, 2013 and financial condition The adopted general fund budget for the fiscal year ending June 30, 2014, was projected to produce a $148,526 surplus. The adopted general fund budget included a 3% wage increase effective July 1,2012 and included projected revenue based on conservative revenue assumptions. The approved general fund budget projected adequate revenue to cover its projected personnel and operating costs and $43,720 in capital costs. The City's current financial position had improved substantially during the past four years and is good in that it has more than adequate fund balance to cover existing claims and potential emergencies. Its financial condition or its ability to provide enough reoccurring revenues to meet its reoccurring needs has also improved over the past four years. However, it is still less than desirable. Funding of equipment for the general and airport funds, excluding police, fire, and various park divisions is still not at desired levels. Requests for Information o This financial report is designed to provide a general overview of the City of Cape Girardeau's finances for all those with an interest in the City's finances. Questions concerning any of the infonnation provided in this report or requests for additional financial infonnation should be addressed to the Finance Director, City of Cape Girardeau, PO Box 617, Cape Girardeau, MO 63702-0617. BASIC FINANCIAL STATEMENTS City of Cape Girardeau Statement of Net Assets For the Year Ended June 30, 2013 Primary Government Governmental Business-type Activities Activities Total ASSETS Cash and cash equivalents $ 89,906.31 $ 1,602.08 $ 91,508.39 Investments 30,594,367.14 11,983,080.75 42,577,447.89 Taxes receivable 4,457,224.25 4,457,224.25 Utility charges receivable 2,542,045.14 2,542,045.14 Special assessments receivable 263,722.86 38,631.79 302,354.65 Interest receivable 48,686.90 18,055.34 66,742.24 Other receivables 357,141.49 23,818.97 380,960.46 Notes receivable 216,225.35 216,225.35 Motor fuel receivable 108,973.29 108,973.29 Grants receivable 348,476.76 348,476.76 Internal balances 191,455.38 (191,455.38) \0 Inventory 277,126.35 696,323.40 973,449.75 Prepaid items 538,109.85 78,890.81 617,000.66 Restricted cash and cash equivalents 3,009,758.62 3,009,758.62 Restricted investments 781,842.78 781,842.78 Land 10,068,114.78 647,165.04 10,715,279.82 Buildings 21,772,194.52 2,313,738.67 24,085,933.19 Other improvements 9,839,626.61 89,344,323.91 99,183,950.52 Equipment 5,881,751.75 4,150,601.28 10,032,353.03 Infrastructure 124,273,537.85 124,273,537.85 Construction in process 2,680,634.99 23,126,360.25 25,806,995.24 Total assets $ 212,007,276.43 $ 138,564,783.45 $ 350,572,059.88 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Statement of Net Assets For the Year Ended June 30,2013 Primary Government Governmental Business-type Activities Activities Total LIABILITIES Accounts payable $ 1,030,753.01 $ 582,889.28 $ 1,613,642.29 Salaries and benefits payable 753,470.38 148,839.88 902,310.26 Interest payable 136,331.27 662,722.45 799,053.72 Other liabilities 306,995.53 2,369,475.16 2,676,470.69 Estimated claims 452,000.00 452,000.00 Due to other governments 1,206.64 61,138.63 62,345.27 Unearned revenues 56,966.83 56,966.83 Deferred revenues Estimated landfill post closure costs 35,750.00 35,750.00 Current portion long-term debt: Notes payable 414,476.28 30,004.00 444,480.28 N Revenue bonds payable 43,800.00 2,163,281.00 2,207,081.00 0 Leasehold revenue bonds payable 2,015,000.00 2,015,000.00 Special obligation bonds payable 690,000.00 150,000.00 840,000.00 Long-term debt net of current portion: Notes payable 4,740,435.08 720,096.88 5,460,531.96 Revenue bonds payable 851,000.00 _ 45,891,985.02 46,742,985.02 Leasehold revenue bonds payable 10,401,824.63 10,401,824.63 Special obligation bonds payable 2,443,844.51 724,795.15 3,168,639.66 Compensated absences payable 890,576.86 119,325.31 1,009,902.17 Net OPEB Obligaton 2,304,902.00 196,520.00 2,501,422.00 Total liabilities 27,533,583.02 53,856,822.76 81,390,405.78 NET ASSETS Invested in capital assets, net of related debt 152,915,480.00 69,967,874.54 222,883,354.54 Restricted for debt service 24,307.56 24,307.56 Restricted for depreciation and replacement 277,000.00 277,000.00 Restricted for emergency fund 4,761,789.00 3,785,205.00 8,546,994.00 Restricted for Mausoleum 93,656.03 93,656.03 Restricted for River Campus Project 131,728.89 131,728.89 Restricted for Local Access Channel Restricted for Operation and Maintenance 23,117.66 23,117.66 Unrestricted 26,523,614.25 10,677,661.15 37,201,495.40 Total net assets $ 164,473,693.41 $ 64,707,960.69 $ 269,161,654.10 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Statement of Activities For the Year Ended June 30, 2013 Net (Expense) Revenue and Program Revenues Changes in Net Assets Primary Government Capital Grants Charges for Operating Grants and Governmental Business-type Functions/Programs Expenses Services and Contributions Contributions Activities Activities Total Primary government: Governmental activities: Administrative $ 6,018,306.26 $ 1,554,611.40 $ 167,000.00 $ $ (4,296,694.86) $ $ (4,296,694.86) Capital Improvements 379,922.93 2,150,676.26 1,770,753.33 1,770,753.33 Development Services 3,058,239.68 720,028.41 250,074.38 (2,088,136.89) (2,088,136.89) Interest and other costs 713,682.15 (713,682.15) (713,682.15) Parks and Recreation 5,305,585.78 1,523,939.95 4,418.56 (3,777,227.27) (3,777,227.27) Public Safety 13,222,648.70 1,068,439.73 372,976.99 141,849.50 (11,639,382.48) (11,639,382.48) Public Works 7,441,934.34 133,454.65 31,838.48 2,501,534.36 (4,775,106.85) (4,775,106.85) Total governmental activities _ 3~0,319.8£ _5,OOO,474J4 _JL26,3g§.41_ 4,7~4,060.12 (2~519.177.17) (25,519,477.17) N Business-type Activities: Golf Course 699,129.34 477,235.33 (221,894.01 ) (221,894.01 ) Sewer 6,194,785.59 7,582,866.76 1,854,371.45 3,242,452.62 3,242,452.62 Softball Complex 1,026,917.22 383,731.43 (643,185.79) (643,185.79) Solid Waste 3,450,068.68 3,336,739.06 (113,329.62) (113,329.62) Water 6,905,558.71 6,714,817.98 216,973.83 26,233.10 26,233.10 Total business-type activities 1812761459.54 1814951390.56 2 1°71 1345.28 2,290,276.30 2,290,276.30 Total primary government $~~1_6,779.~ _ J~3,495,864.70_ ~6,308~ $ 6,865,405.40 (25,519,477.17) 2,290,276.30 (23,229,200.87) ~P.P. A~~omn~nvinn Notp.!,: to B~!':ir. Finandal Statements N N Functions/Programs Expenses Primary government: Governmental activities: City of Cape Girardeau Statement of Activities For the Year Ended June 30, 2013 Program Revenues Charges for Services General revenues: Property taxes Sales taxes Franchise taxes Motor fuel taxes Operating Grants and Contributions Convention and tourism taxes Merchant licenses Liquor licenses Other taxes Unrestricted grants and contributions Unrestricted investment earnings Gain on sale of assets Transfers Total general revenues Change in net assets Net assets -beginning Prior period adjustment Net assets -ending Capital Grants and Contributions See Accomoanvina Notes to Basic Financial Statements. $ Governmental Activities 2,029,237.16 26,511,731.37 4,760,377.46 1,354,710.72 2,014,814.81 1,390,739.22 69,631.88 2,523,120.43 55,325.10 359,660.40 79,739.73 {5?33,555.28} 35,415,533.00 9,896,055.83 174,582,201.44 (4,563.86} 184,473,693.41 Net (Expense) Revenue and Changes in Net Assets Primary Government Business-type Activities 223,978.58 51,440.75 5,733,555.28 6,008,974.61 8,299,250.91 76,408,709.78 $ 84,707,960.69 Total 2,029,237.16 26,511,731.37 4,760,377.46 1,354,710.72 2,014,814.81 1,390,739.22 69,631.88 2,523,120.43 55,325.10 583,638.98 131,180.48 41,424,507.61 18,195,306.74 250,990,911.22 (4,563.86) $ 269,181,654.10 FUND FINANCIAL STATEMENTS City of Cape Girardeau Balance Sheet Governmental Funds For the Year Ended June 30, 2013 Transportation Other Total Park and Sales Tax Casino Governmental Governmental General ~ort Recreation Trust Fund IV Revenue Fund Funds Funds ASSETS Current assets: Cash and cash equivalents $ 9,525.17 $ 6.26 $ 83.37 $ 257.78 $ 248.78 $ 63,657.14 $ 73,778.50 Investments 5,078,126.95 46,809.93 623,211.89 1,926,945.88 1,859,658.70 14,775,565.19 24,310,318.54 Receivables- Real estate taxes, net 35,169.49 13,560.54 48,730.03 Personal property taxes, net 9,475.79 1,775.91 11,251.70 Sales tax 858,678.33 420,339.91 1,068,230.54 2,347,248.78 Franchise taxes 1,868,525.16 1,868,525.16 Hotel & motel tax 69,285.58 69,285.58 Restaurant tax 112,183.00 112,183.00 Special assessments 98,606.99 165,115.87 263,722.86 Other 20,447.88 172,874.85 31,526.57 2,020.64 226,869.94 Interest 7,964.73 71.66 390.92 2,538.58 2,828.44 26,210.13 40,004.46 N Motor fuel tax 84,037.40 84,037.40 v.) Vehicle license fees 8,595.02 8,595.02 Motor vehicle sales tax 16,340.87 16,340.87 Grants 152,830.92 62,721.00 132,924.84 348,476.76 Other funds 108,086.91 108,086.91 Inventory 189.00 82,347.00 8,635.61 7,775.65 98,947.26 Prepaid items 102,707.03 15,850.00 3,842.68 13,761.04 136,160.75 Total Current assets: 8,350,334.35 380,680.70 667,691.04 2,350,082.15 1,862,735.92 16,561,039.36 30,172,563.52 Noncurrent assets: Advances to other funds 771,090.78 771,090.78 Total Noncurrent assets: 771,090.78 771,090.78 Total assets $ 9,121,425.13 $ 380,680.70 $ 667,691.04 $ 2,350,082.15 $ 1,862,735.92 $ 16,561,039.36 $ 30,943,654.30 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Balance Sheet Governmental Funds For the Year Ended June 30, 2013 Other Total Park and Trans Sales Tax Casino Governmental Governmental General ~ort Recreation Trust Fund IV Revenue Fund Funds Funds LIABILITIES AND FUND BALANCES Current liabilities: Accounts payable $ 219,269.84 $ 144,285.20 $ 89,068.29 $ 20,618.70 $ 21,790.96 $ 458,099.92 $ 953,132.91 Salaries and benefits payable 336,019.05 18,224.17 111,263.55 28,515.74 494,022.51 Other liabilities 132,853.90 54,026.28 24,527.69 48,993.39 26,704.35 19,889.92 306,995.53 Due to other governments 1,206.64 1,206.64 Payable to other funds 2,692.40 68,219.23 70,911.63 Unearned revenues 14,250.00 1,694.00 41,022.83 56,966.83 Deferred revenues 157,719.55 180,081.60 337,801.15 Total Current liabilities: 860,112.34 220,922.05 265,882.36 69,612.09 48,495.31 756,013.05 2,221,037.20 Non current liabilities: N Advances from other funds .+:. Total Non current liabilities: Total liabilities 860,112.34 220,922.05 265,882.36 69,612.09 48,495.31 756,013.05 2,221,037.20 Fund balances: Nonspendable 873,797.81 15,850.00 3,842.68 13,160.04 906,650.53 Restricted 4,182,401.03 2,280,470.06 14,326,727.47 20,789,598.56 Committed 1,814,240.61 1,814,240.61 Assigned 78,724.95 143,908.65 397,966.00 1,465,138.80 2,085,738.40 Unassigned 3,126,389.00 3,126,389.00 Total fund balances 8,261,312.79 159,758.65 401,808.68 2,280,4 70.06 1,814,240.61 15,805,026.31 ~722,617.10 Total liabilities and fund balances $ 9,121,425.13 $ 380,680.70 $ 667,691.04 $ 2,350,082.15 $ 1,862,735.92 $ 16,561,039.36 $ 30,943,654.30 See AccomoanvinQ Notes to Basic Financial Statements. t-v VI Fund balances of governmental funds City of Cape Girardeau Reconciliation of the Balance Sheet of Governmental Funds To the Statement of Net Assets For the Year Ended June 30, 2013 Amounts reported for governmental activities in the statement of net assets are different because: Long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds. Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the funds, net of accumul~ted depreciation of $80,930,094.98. Internal service funds are used by management to charge the costs of management information systems, fleet management, employee fringe benefits, workmen's compensation, and equipment replacement to individual funds. Other long-term assets are not available to pay for current-period expenditures and, therefore are deferred in the funds. Other accrued expenses which are not payable from current-period revenues are included in governmental activities in the statement of net assets. Net assets of governmental activities See Accompanying Notes to Basic Financial Statements. $ 28,722,617.10 (23,560,147.44) 172,516,531.35 7,695,523.20 337,801.15 (1,238,631.95) $ 184,473,693.41 City of Cape Girardeau Statement of Revenues, Expenditures, and Changes in Fund Balances Governmental Funds For the Year Ended June 30, 2013 Transportation Other Total Park and Sales Tax Casino Governmental Governmental General ~ort Recreation Trust Fund IV Revenue Fund Funds Funds REVENUES Taxes $ 16,387,435.26 $ $ $ 4,706,917.11 $ 2,343,418.90 $ 14,439,144.61 $ 37,876,915.88 Licenses & permits 1,669,773.23 4,465.00 1,674,238.23 Intergovemmental 680,367.89 167,000.00 30,000.00 3,199,176.98 4,076,544.87 Charges for services 234,460.66 402,295.42 1,237,221.16 73,695.58 1,947,672.82 Internal charges 1,043,516.18 1,043,516.18 Fines and forfeits 934,225.65 934,225.65 Miscellaneous 342,634.00 228,115.44 12,562.50 480,000.00 116,601.78 1,179,913.72 Investment revenue 87,880.07 303.27 3,889.50 9,654.73 8,353.92 187,296.61 297,378.10 Special assessments 5,205.02 108,871.26 114,076.28 Total revenues 21,385,497.96 797,714.13 1,253,673.16 4,746,571.84 2,831,772.82 18,129,251.82 49,144,481.73 EXPENDITURES Current: Administrative 1,913,300.06 1,315,575.04 2,076,097.14 5,304,972.24 Development Services 2,116,671.06 146,276.51 771,902.12 3,034,849.69 Parks and Recreation 1,884,303.30 2,372,670.61 101,850.37 4,358,824.28 Public Safety 12,325,900.38 391,215.83 12,717,116.21 Public Works 2,426,639.93 2,426,639.93 N Debt Service: 0\ Administrative charges 287.38 10,150.23 10,437.61 Interest 60,098.72 5.61 11.47 663,059.00 723,174.80 Principal 96,000.00 2,864,428.83 2,960,428.83 Capital outlay Administrative 280.00 63,952.55 64,232.55 Capital Improvements 5,642,062.85 5,681,386.06 3,633,187.79 14,956,636.70 Parks and Recreation 9,177.00 279,752.64 288,929.64 Public Safety 94,392.92 266,344.63 360,737.55 Public Works 54,545.52 49,960.34 104,505.86 Total expenditures 20,972,419.27 1,379,533.20 2,381,847.61 5,788,339.36 5,681,397.53 11,107,948.92 47,311,485.89 Excess (deficiency) of revenues over expenditures 413,078.69 (581,819.07) (1,128,174.45) (1,041,767.52) (2,849,624.71) 7,021,302.90 1,832,995.84 OTHER FINANCING SOURCES (USES) Transfers out (5,393,088.57) (260,000.00) (10,305,907.21 ) (15,958,995.78) Transfers in 4,961,705.62 578,806.59 1,143,369.71 260,000.00 260,000.00 3,586,091.75 10,789,973.67 Other loan proceeds 4,655,012.38 4,655,012.38 Bond proceeds Asset disposition 59,073.38 5,681.55 64,754.93 Total other financing sources and uses (372,309.57) 578,806.59 1,143,369.71 260,000.00 4,655,012.38 (6,714,133.91) (449,254.80) Net Change in fund balances 40,769.12 (3,012.48) 15,195.26 (781,767.52) 1,805,387.67 307,168.99 1,383,741.04 Fund balances -beginning 8,226,107.53 162,771.13 386,613.42 3,062,237.58 8,852.94 15,496,857.32 27,343,439.92 Prior period adjustment (5,563.86) 1,000.00 (4,563.86) Fund balances -ending $ 8,261,312.79 $ 159,758.65 $ 401,808.68 $ 2,280,470.06 $ 1,814,240.61 $ 15,805,026.31 $ 28,722,617.10 See Accompanying Notes to Basic Financial Statements. N -..J City of Cape Girardeau Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities For the Year Ended June 30, 2013 Net change in fund balances -tolal governmental funds Amounts reported for governmental activities in the statement of activities are different because: Reductions of debt are reported in the fund financial statements as an expense but are not included in the government wide statement of activities. Governmental fund report capital oulays as expenditures. However, in the statement of activities, the cost of those assets are allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which depreciation expense exceeded capital outlays in the current period. Internal service funds are used by management to charge the costs of information technology, fleet management, employee fringe benefits, workmen's compensation, and equipment replacement to individual funds. Other long-term assets are not available to pay for current- period expenditures and, therefore are deferred in the funds. Some expenses reported in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds. Change in net assets of governmental activities See Accompanying Notes to Basic Financial Statements. $ 1,383,741.04 (1,903,176.88) 9,271,679.46 1,366,559.12 (155,243.13) (67,503.78) $ 9,896,055.83 City of Cape Girardeau Statement of Net Assets Proprietary Funds For the Year Ended June 30, 2013 Business-type Activities -Enterprise Funds Total Gov. Activities Proprietary Internal Service Sewer Water Solid Waste Golf Course Softball ComQlex Funds Funds ASSETS Current assets: Cash and cash equivalents $ 651.54 $ 807.82 $ 116.73 $ 10.20 $ 15.79 $ 1,602.08 $ 16,127.81 Investments 4,864,069.02 6,030,831.47 893,937.22 76,244.83 117,998.21 11,983,080.75 6,284,048.64 Utilities charges, net 1,022,621.68 985,799.48 533,623.98 2,542,045.14 Special assessments 30,228.77 8,403.02 38,631.79 Other 21,407.35 2,327.62 84.00 23,818.97 130,264.37 Notes receivable 216,225.35 Interest 8,193.97 8,484.86 1,371.49 5.02 18,055.34 8,682.44 Grants Inventory 662,276.08 14,556.66 19,490.66 696,323.40 178,179.09 Prepaid items 58,570.81 6,710.34 13,131.95 424.71 53.00 78,890.81 166,313.04 N Total Currents assets: 6 1005,743.14 71705,640.69 11442,181.37 91,325.42 1371557.66 __ 1_5,382,448.28 6,999,840.74 00 Noncurrent assets: Rest Cash and Cash Equivalents 3,009,672.15 85.92 0.55 3,009,758.62 Rest Investments 136,442.05 641,297.49 4,103.24 781,842.78 Land 534,925.49 112,239.55 647,165.04 37,500.00 Buildings 8,078,346.00 223,646.63 1,083,623.13 163,674.80 1,006,876.94 10,556,167.50 53,906.45 Equipment 3,447,983.22 2,204,415.52 3,717,714.30 109,677.93 184,711.75 9,664,502.72 5,225,414.80 Other improvements 73,055,753.87 55,982,036.68 344,022.92 1,972,744.42 1,557,642.35 132,912,200.24 155,653.19 Construction in progress 22,951,157.35 175,202.90 23,126,360.25 114,909.48 Accumulated depreciation (36,707,586.49) (16,330,905.46) (3,029,701.76) (805,583.30) (450,429.59) (57,324,206.60) (3,588,054.81 ) Total Noncurrent assets: 74,506!693.64 42,895! 779.68 2,232,001.93 1,440,513.85 2 1298 1801.45 123,373,790.55 1,999,329.11 Total assets $ 80,512,436.78 $ 50,601,420.37 $ 3,674,183.30 $ L531 ,839.27 $-2,436,359.11 $ 138,756,238.83 $ 8,999,169.85 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Statement of Net Assets Proprietary Funds For the Year Ended June 30, 2013 Business-type Activities -Enterprise Funds Total Gov. Activities Proprietary Internal Service Sewer Water Solid Waste Golf Course Softball Com~lex Funds Funds LIABILITIES Current liabilities: Accounts payable $ 252,915.06 $ 180,532.11 $ 87,639.43 $ 17,111.52 $ 44,691.16 $ 582,889.28 $ 77,620.10 Salaries and benefits payable 80,650.29 14,813.86 61,616.16 44,115.97 66,968.91 268,165.19 47,724.05 Interest payable 431,909.94 217,715.63 13,096.88 662,722.45 Other liabilities 2,033,986.65 214,617.25 108,229.21 12,642.05 2,369,475.16 Estimated claims payable 452,000.00 Due to other governments 17,592.35 43,546.28 61,138.63 Advances from other funds 26,000.00 30,968.73 19,280.45 76,249.18 Notes Payable 6,750.00 23,254.00 30,004.00 Revenue bonds payable 1,628,281.00 535,000.00 2,163,281.00 Special oblig bonds payable 150,000.00 150,000.00 tv Total Current liabilities: 4,452,085.29 1,206,225.13 469,835.68 104,838.27 130,940.52 6,363,924.89 577,344.15 \.0 Noncurrent liabilities: Net OPES Obligation 46,043.00 31,814.00 72,315.00 35,913.00 10,435.00 196,520.00 109,499.00 Advances from other funds 504,817.85 102,634.44 87,389.31 694,841.60 37,168.10 Notes Payable 162,000.00 558,096.88 720,096.88 Revenue bonds payable 33,128,947.87 12,763,037.15 45,891,985.02 Special oblig bonds payable 724,795.15 724,795.15 Est landfill post closure cost 35,750.00 35,750.00 Total Non current liabilities: 33 1336 1990.87 12,794,851.15 1,895,774.88 138,547.44 97 1824.31 48,263 1988.65 146,667.10 Total liabilities 37,789,076.16 ~001 ,076.28 2,365,610.56 243,385.71 228,764.83 54,627,913.54 724,011.25 NET ASSETS Invested in capital assets, net of related 36,481,688.59 28,961,045.74 785,824.91 1,440,513.85 2,298,801.45 69,967,874.54 1,999,329.11 Restricted for debt service Restricted for depr and replacement 127,000.00 150,000.00 277,000.00 Restricted for emergency fund 2,397,140.00 889,183.00 498,882.00 3,785,205.00 Unrestricted 3,717,532.03 6,600,115.35 23,865.83 (152,060.29) (91,207.17) 10,098,245.75 6,275,829.49 Total net assets $ 42,723 1360.62 $ 36,600,344.09 $ 1,3081572.74 $ 1,288 1453.56 $ 2,207,594.28 84,128 1325.29 $ 8,275,158.60 Adjustments to reflect the consolidation of internal service fund activities related to enterprise funds' net assets of business-type activities 579,635.40 $ 84,707,960.69 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Statement of Revenues, Expenses, and Changes in Fund Net Assets Proprietary Funds For the Year Ended June 30,2013 Total Gov. Activities Proprietary Internal Service Sewer Water Solid Waste Golf Course Softball Com~lex Funds Funds Operating revenues: Residential charges $ 4,773,338.11 $ 3,865,274.98 $ 2,320,521.92 $ $ $ 10,959,135.01 $ Commercial charges 2,571,696.88 2,548,529.50 35,572.72 5,155,799.10 Transfer station charges 836,286.08 836,286.08 Other fees and charges 129,728.30 242,740.08 91,769.33 464,237.71 Concession revenues 38,369.68 75,677.97 114,047.65 Internal charges 15,763.93 15,763.93 6,360,350.23 Usage fees 437,708.82 301,954.88 739,663.70 Miscellaneous 833.96 58,273.42 52,589.01 11156.83 6 1098.58 118,951.80 240.53 Total operating revenues __ 7,491~J,18_ §, 714,817.98 3,336,739.06 477,235.33 383,731.43 18,403,884.98 6,360,590.76 Operating expenses: Personnel services 1,548,535.61 245,135.57 1,064,787.74 395,123.84 609,617.77 3,863,200.53 839,385.74 Materials & supplies 626,802.01 1,103,036.92 266,198.15 113,523.78 155,567.04 2,265,127.90 559,585.50 Contractual services 420,759.22 2,692,112.98 1,230,081.71 20,930.45 27,343.64 4,391,228.00 3,627,529.20 General operating expenses 448,959.13 373,868.71 42,803.19 8,717.24 3,202.52 877,550.79 35,245.56 w Special programs 15,747.64 267,368.19 46,818.55 5,316.25 62,116.95 397,367.58 0 Internal service expenses 179,994.43 132,312.20 359,422.42 39,321.96 35,025.70 746,076.71 5,697.00 DepreCiation 2,191,716.02 1,615,003.43 435,250.41 118,830.87 146,577.99 4 1507,378.72 445,970.43 Total operating expenses 5,432,514.06 6 1428 1838.00 3 1445 1362.17 701 1764.39 1,0391451.61 17,047,930.23 5,513 1413.43 Operating Income (loss) __ 2,058,84L1~ 28?,9J9.98 (1 08,62~.111 (224,529.06} (655,720.18) 1,355,954.75 847,177.33 Nonoperating revenues (expenses) Intergovernmental Investment revenue 143,954.09 68,286.19 11,197.89 326.55 213.86 223,978.58 62,377.85 Gain from sale of asset 8,176.12 6,129.56 20,403.85 10,071.22 6,660.00 51,440.75 20,189.07 Interest and other charges (562,014.33) (463,271.92) (51,186.44) (7,790.07) (6,072.81) (1,090,335.57) (952.65) Issuance cost amortization (262,819.13) (5,639.88) (5,008.47) (273,467.48) (500.51) Loss from sale of asset (7,237.00) Total nonoperating revenues (expenses) (672,703.25 ) (394,496.05) (24,593.17) 2 1607.70 _ 801.05 (1,01:l~,3~.72) 73,876.76 Income (loss) before contributions and transfers 1,386,143.87 (108,516.07) (133,216.28) (221,921.36) (654,919.13) 267,571.03 921,054.09 Contributed capital -connect fee 91,505.58 91,505.58 Contributed capital -developers 1,854,371.45 216,973.83 2,071,345.28 Contributed capital -government 324,673.72 770,941.65 49,696.57 1,145,311.94 Transfers in 2,783,081.28 1,106,181.00 127,361.33 575,037.68 4,591,661.29 682,475.00 Transfers out (3,417.95) (3,417.95) (101,696.23) Change in net assets 6,439,775.90 1,985,580.41 (133,216.28) (94,560.03) (33,602.83) 8,163,977.17 1,501,832.86 Total net assets -beginning 36,283,584.72 34,614,763.68 1,441,789.02 1,383,013.59 2,241,197.11 75,964,348.12 6,773,325.74 Prior period adjustment Total net assets -ending $ 42,723,360.62 $ 36,600,344.09 $ 1,308,572.74 $ 11288 1453.56 $ 2,207,594.28 $ 84,128,325.29 $ 8,275,158.60 Adjustments to reflect the consolidation of internal service fund activities related to enterprise funds. 135,273.74 Change in net assets of business-type activities. $ 8,299,250.91 See Accompaying Notes to Basic Financial Statements. Sewer Water CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers $ 7,475,550.38 $ 6,865,718.33 Receipts from interfund services 15,763.93 Other receipts (24,596.75) Payments to suppliers (1,019,624.30) (4,570,599.31 ) Payments for salaries and benefits (1,560,267.71) (234,739.61 ) Payments for interfund services used ( 192,768.92) (134,679.95) Payments made in lieu of franchise taxes (375,702.52) (339,953.61) Remittance of taxes collected from customers (17,500.09) Other payments (432.50) Net cash provided (used) by operating activities 4,300,854.02 1,585,313.35 vJ CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers from other funds 284,408.85 1,106,181.00 Transfers to other funds Advance repayment to other funds Interest paid to other funds Interfund loan proceeds Subsidy from federal grant SubSidy from state grant 6,766.07 1,276.52 Net cash (used) by noncapital financing 291,174.92 1,107,457.52 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Capital contributions 95,836.31 217,876.60 Principal received on promiSSOry note Interest received on promissory note Proceeds from sales of capital assets 40,717.55 110,901.56 Proceeds from capital debt 18,050,694.99 (722.00) Purchase of capital assets (353,709.24) (435,613.34) Acquisition and construction of capital assets (17,964,974.27) (335,902.85) Principal paid on capital debt (1,933,522.00) (2,360,000.00) Interest paid on capital debt (369,546.67) (292,753.01 ) Transfers in for capital acquisitions 16,058.43 Transfers out for capital acquisitions Transfers in for payment of capital related debt 2,482,614.00 Transfers out for payment of capital related debt Net cash (used) by capital and related financing activities 64,169.10 (3,096,213.04) City of Cape Girardeau Statement of Cash Flows Proprietary Funds For the Year Ended June 30,2013 Business-type Activities -Enterprise Funds Solid Waste Golf Course $ 3,252,083.21 $ 529,694.35 35,728.31 59.00 255.00 (1,560,492.58) (204,427.75) (1,050,264.00) (382,398.17) (359,422.42) (39,321.96) 0.00 317,691.52 (96,198.53) 127,361.33 (26,000.00) (29,476.49) (6,328.28) (7,790.07) 155.24 (32,173.04) 90,094.77 26,098.00 10,071.22 (185,847.00) (9,224.00) (186,508.06) (34,502.63) (380,759.69) 847.22 See Accompanying Notes to Basic Financial Statements. Softball Complex $ 492,872.61 1,327.90 (373,422.10) (590,303.10) (35,025.70) (504,550.39) 575,037.68 (3,417.95) (18,351.42) (6,072.81) 55.82 547,251.32 49,696.57 6,660.00 (77,944.74) (3,343.88) (24,932.05) Government Total Activities Proprietary Internal Service Funds Funds $ 18,615,918.88 $ 1,861.68 51,492.24 6,242,063.80 (22,954.85) 1,814.02 (7,728,566.04) (4,509,630.04) (3,817,972.59) (830,133.17) (761,218.95) (6,608.00) (715,656.13) (17,500.09) (432.50) 5,603,109.97 899,368.29 2,092,988.86 682,475.00 (3,417.95) (101,696.23) (73,827.91 ) (20,191.16) (95.55) 37,168.10 8,253.65 2,003,805.49 617,851.32 363,409.48 15,343.59 4,402.34 194,448.33 25,184.07 18,049,972.99 (1,062,338.32) (516,037.20) (18,304,221.00) (4,480,030.06) (40,000.00) (696,802.31) (1,450.00) 16,058.43 2,482,614.00 (3.436,888.46) (512,557.20) !..;.J N Sewer CASH FLOWS FROM INVESTING ACTIVITIES Interest received 151,266.80 Net change in pooled investments (3,243,092.09) Proceeds from sales and maturities of investments Purchase of investments Net cash provided by investing activities (3,091,825.29) Net Increase (decrease) in cash and cash equivalents 1,564,372.75 Balances -beginning of year 1,440,387.08 Prior period adjustment 5,563.86 Balances -end of the year $ 3,010,323.69 $ Water 100,093.19 (576,558.64) 715,000.00 238,534.55 (164,907.62) 165,801.36 893.74 City of Cape Girardeau Statement of Cash Flows Proprietary Funds For the Year Ended June 30, 2013 Business-type Activities -Enterprise Funds Solid Waste Golf Course 15,783.92 813.25 54,769.91 2,299.90 70,553.83 3,113.15 (24,687.38) (2,143.39) 24,804.66 2,153.59 $ 117.28 $ 10.20 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) $ 2,058,847.12 $ 285,979.98 $ (108,623.11) $ (224,529.06) Adjustments to reconcile operating income to net cash provided (used) by operating activities: Depreciation expense 2,191,716.02 1,615,003.43 435,250.41 118,830.87 Changes in assets and liabilities: Accounts payable -supplier 61,444.28 (496,118.16) (7,935.36) 66.44 Accounts payable -other (61,584.17) (8,029.82) (191.98) 2,956.50 Salaries & benefits payable (11,732.10) 10,395.96 14,523.74 12,725.67 Customer receivables 54,774.72 182,183.44 (17,324.86) 25.00 Other operating receivables 59.00 Prepaid expenses 7,388.15 1,243.88 36.66 Inventory (5,345.36) 1,933.68 (6,310.61) Net cash provided by operating activities $ 4,300,854.02 $ 1,585,313.35 $ 317,691.52 $ (96,198.53) See Accompanying Notes to Basic Financial Statements. Government Total Activities Softball Proprietary Internal Service Complex Funds Funds 807.14 268,764.30 78,482.37 (21,213.60) (3,783,794.52) (1,211,645.37) 715,000.00 41.49 (20,406.46) (2,800,030.22) (1,133,121.51) (2,637.58) 1,369,996.78 (128,459.10) 2,653.37 1,635,800.06 144,586.91 5,563.86 $ 15.79 $ 3,011,360.70 $ 16,127.81 $ (655,720.18) $ 1,355,954.75 $ 847,177.33 146,577.99 4,507,378.72 445,970.43 (15,081.78) (457,624.58) (142,191.03) (66,849.47) 19,314.67 45,227.94 9,252.57 33.00 219,691.30 1,861.68 59.00 (116,712.94) 1,118.34 9,787.03 (127,418.77) (792.43) (10,514.72) (18,570.98) $ (504,550.39) $ 5,603,109.97 $ 899,368.29 \.;) \.;) ASSETS Cash and cash equivalents Investments Real estate taxes Personal property taxes Other Interest Total assets LIABILITIES Accounts payable Salaries and benefits payable Other liabilities Total Liabilities City of Cape Girardeau Statement of Net Assets Fiduciary Funds For the Year Ended June 30,2013 See Accompanying Notes to Basic Financial Statements. $ $ $ $ Agency Funds 414,632.38 2,209,337.78 34,996.83 9,387.60 13.60 4,722.33 2,673,090.52 16,772.42 18,493.39 2,637,824.71 2,673,090.52 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30,2013 NOTE A -SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Cape Girardeau, Missouri (the City) operates under a charter, which went into effect April 12, 1982. The City operates under a Council-Manager form of government and provides the following services as authorized by its charter: public safety (police and fire), highways and streets, water, sanitation, health and social services, culture-recreation, public improvement, planning and zoning, and general administrative services. The financial statements of the City have been prepared in conformity with generally accepted accounting principles (GAAP), as applied to government units. The Governmental Accounting Standards Board (GAS B) is the accepted standard-setting body for establishing governmental accounting and financial reporting principles. The more significant accounting policies of the City are described below. 1. Reporting Entity In evaluating how to define the City, for financial reporting purposes, management has considered all potential component units. Generally, component units are legally separate organizations for which the elected officials of the City are financially accountable. The Cape Girardeau (Missouri) Public Facilities Authority (CGPF A) is a blended component unit of the City. The financial statements of the CGPF A are included in the accompanying financial statements of the City. The Cape Girardeau Municipal Development Foundation (CGMDF), the Cape Girardeau Public Safety Foundation (CGPSF), and the Cape Girardeau Parks Development Foundation (CGPDF) are also component units of the City. The financial statements of these foundations are included as special revenue funds in the accompanying financial statements. The CGPFA is a not-for-profit corporation organized and existing under Chapter 355 of the Revised Statutes of Missouri. The CGPFA board of directors consists of City officials and City Council members. Due to the significant City influence and financial accountability, the activities of the CGPFA are blended with the financial presentation of the City. The CGPFA executed a bond indenture for the purpose of issuing and securing the Series 2009 Bonds. These bonds were used for the construction of various storm water control improvements, Cape Splash Family Aquatic Center, Shawnee Park Community Center, and various other park related improvements. The CGPF A has entered into a Lease Purchase Agreement with the City from which the lease payments will be used solely to retire the debt. The (CGMDF), (CGPSF), and (CGPDF) are not-for-profit corporations organized and existing under Chapter 355 of the Revised Statutes of Missouri. The (CGMDF) and (CGPSF) board of directors consist of City officials and the (CGPDF) board of directors consists of Park and Recreation Board members and one City Council member. Due to the significant City influence and financial accountability, the activities of all three foundations are included in the financial presentation of the City. All three foundations were established to receive charitable donations to be used for the benefit of the City. Although not a component unit of the City, the City handles the funds of and provides accounting and other services for the Cape Girardeau Public Library. Since the library's funds are held by the City, this entity is shown as an Agency Fund in the financial statements. 34 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE A -SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES -Continued 2. Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net assets and the statement of activities) report information on all of the nonfiduciary activities of the primary government and its component units. The effect of interfund activity has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or 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 and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds, proprietary funds, and fiduciary funds, even though the latter are excluded from the government-wide financial statements. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. 3. Measurement Focus, Basis of Accounting, and Financial Statement Presentation The government-wide financial statements are reported using the economic resources measurementfocus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. With the economic resources measurement focus, all assets and liabilities associated with operations are reflected in the statement of net assets. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Under the modified accrual basis, revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City considers revenues to be available if they are collected within 30 days of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Those revenues susceptible to accrual are property taxes, franchise taxes, special assessments, licenses, interest revenue, and charges for services. Sales taxes collected and held by the state at year-end on behalf of the City, also are recognized as revenue. Fines and permit revenues are not susceptible to accrual because, generally, they are not measurable until received in cash. With the current financial resources measurement focus, only current assets and current liabilities are generally included on the balance sheet. 35 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE A -SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES -Continued 3. Measurement Focus, Basis of Accounting, and Financial Statement Presentation -Continued The City reports the following major governmental funds: The general fund is the City's primary operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. The airport fund accounts for the resources used in the operation and maintenance of municipal airport facilities. The parks and recreation fund accounts for the resources used in the operation of park and recreational activities. The transportation sales tax trust fund IV accounts for the receipt and expenditure of a capital improvement sales tax that was approved by voters for street construction and improvements. The casino revenue fund accounts for the receipt and expenditure of a gross receipts tax on gaming revenue at the casino located in the City. The City reports the following major proprietary funds: The sewer fund accounts for the operation of the City's sewage treatment plant, sewage pumping stations, and collection systems. The water fund accounts for the operation of the City's water treatment plants and distribution systems. The solid waste fund accounts for the operation of the City'S residential solid waste and recycling programs. The golf fund accounts for the operation of the municipal golf course. The softball complex fund accounts for the operation of the City's softball complex, and maintenance of the City's soccer, baseball, and softball fields. Additionally, the City reports the following fund types: Internal service funds account for management information systems, fleet management, employee benefits, workers' compensation, and equipment leasing provided to other departments or agencies of the City, on a cost reimbursement basis. Agency funds account for the operations of the Cape Girardeau Public Library. 36 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE A -SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES -Continued 3. Measurement Focus, Basis of Accounting, and Financial Statement Presentation -Continued Private-sector standards of accounting and financial reporting issued prior to December 1, 1989, generally are followed in both the government-wide and proprietary fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. Governments also have the option of following subsequent private-sector guidance for their business-type activities and enterprise funds, subject to this same limitation. The City has elected not to follow subsequent private-sector guidance. As a general rule the effect of interfund activity has been eliminated from the government-wide financial statements. Exceptions to this general rule are payments-in-lieu of taxes and other charges between the City's enterprise function and various other functions of the government. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. It is the City's policy to first use restricted net assets prior to the use of unrestricted net assets when an expense is incurred for purposes for which both restricted and unrestricted net assets are available. Amounts reported as program revenues include 1) charges to customers or applicants for goods, services, or privileges provided, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. The principal operating revenues of the City's enterprise funds and of the City'S internal service funds are charges to customers for sales and services. Operating expenses for enterprise funds and internal service funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. 4. Capital Assets All capital assets with an original cost exceeding $5,000 are recorded at historical cost or estimated historical cost if actual historical cost is not available. Additions are recorded at cost or, if contributed property, at their estimated fair value at time of contribution. Repairs and maintenance are recorded as expenses; renewals and betterments are capitalized. The sale or disposal of capital assets is recorded by removing cost and accumulated depreciation and charging the resulting gain or loss to income. 37 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE A -SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES -Continued 4. Capital Assets -Continued Depreciation of all exhaustible capital assets is charged as an expense against operations in proprietary funds and a program cost of governmental activities in the statement of activities. Assets are reported net of depreciation on proprietary fund and government-wide statement of net assets. Depreciation has been provided over the estimated useful lives using the straight-line method. The estimated useful lives are as follows: Buildings Improvements Equipment 25-50 years 10-40 years 3-10 years When applicable, interest costs are capitalized on self-constructed capital assets. 5. Encumbrances Encumbrances represent commitments related to unperformed contracts for goods or services. Encumbrance accounting is utilized in all funds. Encumbrances outstanding at the end of the year in the governmental funds are reported as reservations of fund balances and do not constitute expenditures or liabilities because the commitments will be carried forward and honored during the subsequent year. Encumbrances outstanding in the proprietary funds do not constitute expenses but will be honored in the subsequent year. No reservations of net assets are made for encumbrances outstanding at the end of the year on the proprietary fund and government-wide statement of net assets. 6. Inventories Inventories consist primarily of supplies, valued at cost. The cost of inventories is recorded as expenditures or expenses when consumed rather than when purchased. 7. Compensated Absences Vested or accumulated vacation pay for proprietary funds is recorded as an expense and liability of those funds as the benefits accrue to employees. Amounts of vested or accumulated vacation leave of governmental funds are reported in the Statement of Net Assets. Employees may accumulate up to 30 days vacation, for which they are compensated upon termination or retirement. Employees are not compensated for accumulated sick leave upon termination, but are compensated one hour for each eight hours of unused sick leave upon retirement. 8. Bond Premiums, Discounts, and Issuance Costs In governmental fund types, bond discounts and issuance costs are recognized in the current period. Bond discounts and issuance costs for proprietary fund types are deferred and amortized over the term of the bonds. Bond premiums and discounts are presented as either increases or reductions of the face amount of bonds payable whereas issuance costs are recorded as deferred charges. The accounting treatment of bond premiums, discounts, and issuance costs used for governmental activities in the government-wide statements is the same as that used for proprietary funds. 38 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE A -SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES -Continued 9. Cash and Investments The City maintains an internal investment pool for the majority of its non-restricted cash and investments and a small portion of its restricted cash and investments. Investment revenue is allocated to each fund based on its average equity balance in the pool. Cash includes amounts in repurchase agreements and other short-term investments with a maturity date within three months of the date of purchase. Investments, with a maturity date of one year or more at the time of purchase, are recorded at fair value. All other cash and investments are recorded at cost or amortized cost. 10. Prepaid Items Payments made to vendors for services that will benefit periods beyond June 30, 2012 are recorded as prepaid items. 11. Restricted Assets Certain proceeds of enterprise fund revenue bonds, as well as certain resources set aside for the repayment of such bonds, are classified as restricted assets on the balance sheet because their use is limited by applicable bond covenants. The "revenue bond construction" account is used to report those proceeds of revenue bond issuances that are restricted for use in construction. The "revenue bond current debt service" account is used to report resources set aside to make up potential future deficiencies in the revenue bond current debt service account. 12. Long-Term Obligations Only that portion of long-term obligations expected to be financed from expendable available financial resources is reported as a fund liability of a governmental fund. Long-term liabilities expected to be financed from proprietary fund operations are accounted for in the appropriate proprietary fund. Long-tenn liabilities expected to be financed from governmental activities are accounted for in the government-wide statement of net assets. 13. Interfund Transactions Quasi-external transactions are accounted for as revenues, expenditures, or expenses. Transactions that constitute reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund, are recorded as expenditures/expenses in the reimbursing fund and as reductions of expenditures/expenses in the fund that is reimbursed. All other interfund transactions, except quasi-external transactions and reimbursements, are reported as transfers. Only net transfers between governmental and business-type activities are reflected on the government-wide statement of activities. 39 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE A -SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES -Continued 14. Short-Term Interfund Receivables/Payables During the course of operations, numerous transactions occur between individual funds for goods provided or services rendered. These receivables and payables are classified as "interfund receivables/payables" on the governmental balance sheet and proprietary statement of net assets. Only net receivables between governmental and business-type activities are reflected as internal balances on the government-wide statement of net assets. 15. Advances to Other Funds Noncurrent portions of long-term interfund loan receivables and payables are reported as advances in the governmental balance sheet and proprietary statement of net assets. Fund balances are reserved on the governmental balance sheet for interfund loan receivables to indicate that they do not constitute expendable available financial resources and therefore are not available for appropriation. Only net long-term interfund loans between governmental and business-type activities are reflected as internal balances on the government-wide statement of net assets. Net assets are not reserved for interfund loan receivables on proprietary and government-wide statements of net assets. 16. Post-Employment Health Care Benefits In addition to the pension benefits described in Note G, it is the City's policy to provide postretirement health care benefits to employees who retire from the City prior to April 1, 2013 with five or more years of service and who are eligible for LAGERS retirement (Note G) or after April 1, 2013 with five or more years of service and have reached their normal retirement ages through LAGERS. Currently, seventy-six employees meet those eligibility requirements. The City provides health care coverage for them until age 65. The costs of retirees , health care benefits are recognized as expenditures as premiums are paid. Forthe year ending June 30, 2013, those costs totaled $860,419. COBRA Benefits -Under the Consolidated Omnibus Budget Reconciliation Act (COBRA), the City provides health care benefits to eligible former employees and eligible dependents. Certain requirements are outlined by the federal government for this coverage. The premium is paid in full by the insured on or before the tenth (10th) day of the month for the actual month covered. This program is offered for a duration of 18 months after the termination date for employees and their families and 36 months for surviving spouses and children. There is no associated cost to the City under this program. There were five retiree spouses participating in the health and dental insurance programs as of June 30, 2013. 40 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE A -SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES -Continued 17. Infrastructure The City defines infrastructure as the basic physical assets that allow the City to function. The assets include the street system, water system, sewer system, parks and recreation lands and improvement system, storm water system, and buildings combined with the site amenities such as parking and landscaped areas used by the City in the conduct of its business. Infrastructure of the water and sewer systems were routinely capitalized in the water and sewer funds of the City and are reflected as other improvements in the business- type activities section on the statement of activities. During the year ended June 30, 2013 all infrastructures completed during the fiscal year, including projects started in a previous year, were recorded at their historical costs. 18. Subsequent Events In preparing these financial statements, the City has evaluated events and transactions for potential recognition or disclosure through December 31, 2013, the date the financial statements were available to be issued. NOTE B -DEPOSITS AND INVESTMENTS The City maintains a cash and temporary cash investment pool that is available for use by all funds. Each fund type's portion of this pool is displayed on the combined statement of assets, liabilities, and fund balances arising from cash transactions as "Cash and Cash Equivalents" under each fund's caption. The deposits and investments held at June 30, 2013, and reported at fair value, are as follows: Deposits: Demand Deposits Interest Bearing Deposit Accounts Total Deposits Investments: Negotiable Instruments Federal Home Loan Bank Federal National Mortgage Association Federal Home Loan Mortgage Corporation US Treasury Note Total Investments Total Deposits and Investments 41 $ 2,043,202 1,472,697 $ 3,515,899 $ 40,513,294 494,890 3,204,761 1,005,560 350,123 $ 45,568,628 $ 49,084,527 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE B -DEPOSITS AND INVESTMENTS -Continued Reconciliation to Statement of Net Assets: Cash and Cash Equivalents Investments $ 91,508 Restricted Cash and Cash Equivalents Restricted Investments 42,577,448 3,009,758 781,843 414,632 2,209,338 $ 49,084,527 Fiduciary Cash and Cash Equivalents Fiduciary Investments Deposits and Investments, Statement of Net Assets As of June 30, 2013, the City had the following investments: Investment Negotiable Instruments Federal Home Loan Bank Federal National Mortgage Assoc. Federal Home Loan Mort. Corp. US Treasury Note Total Custodial Credit Risk: Maturities 07/08/2013 -05130/2018 10/30/2017 09/16/2014 -11115/2018 04/23/2014 -08/1 0/20 16 10/31/2014 Fair Value $ 40,513,294 494,890 3,204,761 1,005,560 350,123 $ 45,568,628 Deposits in financial institutions, reported as components of cash, cash equivalents, and investments, had a bank balance of$52,698,298 at June 30, 2013, that was fully insured by depository insurance or secured with collateral held by the City'S agents in its name. All investments, evidenced by individual securities, are registered in the name of the City. Investment Interest Rate Risk The City's investment policy states that "Market price volatility shall be controlled by matching the City's investments with anticipated cash flow requirements. The City will not directly invest in securities maturing more than seven years." The maturities of investments held at June 30, 2013 are provided above. Investment Credit Risk The City has an investment policy that limits its investment choices as follows: a. Direct obligations of the U.S. Government, its agencies and instrumentalities to which the full faith and credit of the U.S. Government is pledged, or obligations to the payment of which the full faith and credit of the State is pledged; b. Certificates of deposit or savings accounts that are either insured or secured with acceptable collateral with in-state financial institutions, and fully insured certificates of deposit or savings accounts in out-of-state financial institutions; 42 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE B -DEPOSITS AND INVESTMENTS -Continued c. Repurchase agreements collateralized by securities listed in (a.) above, documented by a written agreement, fully collateralized by delivery to an independent third party custodian, and are marked-to-market; d. Money market mutual funds whose portfolio consists of the foregoing instruments; and, e. Other prudent investment instruments approved prior to purchase by a two-thirds majority of the City Council. Bond proceeds may be invested as allowed in the bond indenture. Concentration of Investment Credit Risk The City places no limit on the amount it may invest in anyone issuer. At June 30, 2013, the City had no concentration of credit risk. NOTE C -PROPERTY TAXES Property taxes attach as an enforceable lien on property as of January 1. Taxes were levied on August 20, 2012, for collection during this fiscal year and were due on or before December 31. Most of the taxes are collected for the City by Cape Girardeau County in November and December and remitted to the City in December and January. The tax rates assessed at the time were as follows: General Revenue Public Health Special Business District #2 (Ad Valorem) $ .3027/100.00 assessed valuation .0567 1100.00 assessed valuation .6734/100.00 assessed valuation Property tax receivable balances as of June 30, 2013 are as follows: Special General Business Public Debt Revenue District Health Service Current property tax $36,886 $5,340 $ 6,909 $ Delinquent property tax 16,445 1,634 3,078 10 Reserve for doubtful Property taxes (8~685) (1~625) (10) Net property tax receivable $44~646 $6~974 $ 8~362 $ 43 Total $49,135 21,167 (10 2320) $59~982 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE D -CHANGES IN CAPITAL ASSETS A summary of the capital assets for governmental activities included on the government-wide statement of net assets for the year ended June 30, 2013 is as follows: Balance Current Year Balance July 1, 2012 Additions Deductions Depreciation * June 30, 2013** Land $ 4,926,319 $ 5,141,796 $ -$ $ 10,068,115 Buildings 22,754,492 72,386 74,137 980,547 21,772,194 Improvements other than buildings 10,363,902 230,648 754,923 9,839,627 Equipment 6,019,842 1,168,213 38,889 1,267,414 5,881,752 Infrastructure 118,903,776 9,871,325 4,501,563 124,273,538 Construction in progress 2,218,015 3,756,429 3,293,809 2,680,635 Total capital assets $165 186,346 $ 20 240 727 $ 3A06835 $ 7504A4:Z $ 174,515,861 * Includes depreciation expenses from the internal service funds' assets which are included in the expenses of the governmental activities and business activities on the government -wide Statement of Activities as internal charges. **Includes the internal service funds' assets which are included as part of the governmental activities assets included on the government-wide Statement of Net Assets. Following is a summary of the capital assets for business-type activities on the government-wide statement of net assets for the year ended June 30, 2013: Balance Current Year Balance July 1, 2012 Additions Deductions Depreciation June 30, 2013 Land $ 647,165 $ $ $ $ 647,165 Buildings 2,495,635 77,143 259,039 2,313,739 Improvements other than buildings 89,417,174 3,345,773 3,418,623 89,344,324 Equipment 4,200,680 959,646 180,008 829,717 4,150,601 Construction in progress 3 2 379 2 240 21 2528,419 1)81 2 299 23 2 126)60 Total capital assets $100 139,894 $ 25910981 $ 1 961 30:Z $ 4,507,379 $ 119 582 189 44 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE D -CHANGES IN CAPITAL ASSETS -Continued Depreciation expense was charged to functions as follows in the statement of activities: Governmental Activities: Administrati ve Development Services Parks and Recreation Public Safety Public Works Total Business-Type Activities: Golf Course Sewer Softball Complex Solid Waste Water Total NOTE E -LONG-TERM OBLIGATIONS $ 450,601 50,477 976,481 768,497 5,258,392 $ 7,504.448 $ 118,831 2,191,716 146,578 435,250 1,615,004 $ 4,507.379 The following is a summary of changes in the long-term debt from governmental activities included on the government-wide statement of net assets for the year ended June 30, 2013: Governmental Other Revenue Activities Debt* Bonds Total Debt payable July 1,2012 $ 19,008,669 $ 937,600 $ 19,946,269 Discount/Premium amortization (471 ) (471 ) Retired (2,957,629) (42,800) (3,000,429) Additions 4,655,012 4,655,012 Debt payable June 30, 2013 $ 20 705 581 $ 824800 $ 21 600381 *Other Debt includes Notes Payable, Special Obligation Bonds, Leasehold Revenue Bonds, and Certificates of Participation. 45 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued The following is a summary of changes in the long-term debt from business-type activities included on the government-wide statement of net assets for the year ended June 30, 2013: Business-Type Other Revenue Activities Debt* Bonds Total Bonds payable at July 1, 2012 $ 1,827,645 $ 34,208,439 $ 36,036,084 Discount Premium Amortization (2,741 ) (43,216) (45,957) Accumulated Interest 227,329 227,329 Bonds Retired (200,008) (4,635,000) ( 4,835,008) Bonds Issued 18,297,714 18,297,714 Bonds payable at June 30, 2013 $ 1 ~624~896 $ 48~055~266 $ 49~680)62 *Other Debt includes Notes Payable and Special Obligation Bonds 46 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG TERM OBLIGATIONS -Continued Bonds payable for governmental and business-type activities at June 30, 2013 are comprised of the following individual issues: Special Obligation Refunding and Improvement Bonds, Series 2002 These bonds were issued October 22,2002 by the City for the purpose of providing funds to (a) pay the costs of refunding the Building and Equipment Leasehold Refunding and Improvement Revenue Bonds, Series 1993, issued on behalf of the City by the Cape Girardeau Public Facilities Authority and outstanding in the principal amount of $1,085,000, (b) pay the costs of refunding the Certificates of Participation (Capital Improvements Projects), Series 1994A, issued on behalf of the City by the Cape Girardeau Public Facilities Authority and outstanding in the principal amount of $1,255,000 and prepaying the leasehold interest represented thereby, (c) pay the costs of constructing certain street improvements within the City, and (d) pay the costs of issuing the Bonds. The final $155,000 principal due on the Special Obligation Refunding and Improvement Bonds Series 2002 was paid during the fiscal year ended June 30, 2013. Waterworks System Refunding Revenue Bonds Series 2006A These bonds were issued on January 3, 2006 to provide the City with remaining funds needed to retire $8,170,000 principal amount of Waterworks System Refunding Revenue Bonds, Series 1995. The final $1,705,000 principal due on the Waterworks System Refunding Bonds, series 2006A was paid during the fiscal year ended June 30, 2013. 47 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $ 215,000 Sewerage System Revenue Bonds (State Revolving Fund Program) Series 1991 due as follows: Year Ending June 30, 2014 Interest Rate Principal Due 6.875% $ 215,000 $ 215,000 Interest Due $ 14,781 $ 229,781 $ 14,781 $ 229,781 These bonds are dated December 1,1991. The proceeds of the bond issue were used to extend and improve the existing sewerage facilities serving the City. Principal payments are made annually on June 1, and interest payments are made semi-annually on June 1 and December 1. The interest due on the Series 1991 Sewer System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures from the construction funds held by the trustee, the State of Missouri Department of Natural Resources deposits an amount equal to approximately 51.907% of the reimbursement into the reserve fund. The maximum amount of funds that will be advanced to the reserve fund will be $1,250,000. As bonds are retired 500/0 of the amount of bonds retired will be repaid to the State of Missouri Department of Natural Resources out of the reserve fund. The balance of the reserve fund at June 30, 2013 was $107,500. The reserve fund yields 6.71%. During the fiscal year-end June 30, 2001, certain bonds originally issued by the State Environmental Improvement and Energy Resources Authority as part of the State Revolving Fund Program were refunded. Annual debt service savings resulting from this transaction are to be used to offset City debt service payments due on Series 1991 Bonds. During the fiscal year ended June 30, 2013, City interest expense was reduced by $8,942 as a result of this transaction. Over the remaining life of these bonds, the City will receive net present value benefits of approximately $11,982 from this transaction. 48 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $ 76,000 Sewerage System Revenue Bonds (State Revolving Fund Program) Series 1993 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2014 5.400% $ 37,000 $ 3,106 $ 40,106 2015 5.400 39,000 1,053 40,053 $ 76~000 $ 4~159 $ 80)59 These bonds are dated August 1, 1993. The proceeds of the bond issue were used to extend and improve the existing sewerage facilities serving the City. Principal payments are made annually on March 1, and interest payments are made semi-annually on March 1 and September 1. The interest due on the Series 1993 Sewer System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures from the construction funds held by the trustee, the State of Missouri Department of Natural Resources deposits an amount equal to approximately 70% of the reimbursement into the reserve fund. The maximum amount of funds that will be advanced to the reserve fund will be $350,000. As bonds are retired, 70% of the amount of bonds retired will be repaid to the State of Missouri Department of Natural Resources out of the reserve fund. The balance of the reserve fund at June 30, 2013 was $53,200. The reserve fund yields 5.15%. 49 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $ 1, 168,580 Water Pollution Control Revenue Bonds (State Revolving Fund Program) Series 1995D due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2014 6.200% $ 326,281 $ 683,719 $ 1,010,000 2015 6.200 303,920 696,080 1,000,000 2016 6.250 278,844 706,156 985,000 2017 6.250 259,535 715,465 975,000 $1~168~580 $ 2~801A20 $3 2970 2000 These bonds are dated June 1, 1995. The proceeds of the bond issue were used for the extension and improvement of the existing sewerage system serving the City. Principal and interest payments are made annually on January 1 beginning in 1998. The interest due on the Series 1995D Water Pollution Control Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures from the construction funds, the State of Missouri Department of Natural Resources deposits an amount equal to 70% of the disbursement into the reserve fund. The maximum amount of funds that will be advanced to the reserve fund will be 70% of the principal amount less the original issue discount. As bonds are retired 70% of the amount of bonds retired will be repaid to the State of Missouri Department of Natural Resources out of the reserve fund. The balance of the reserve fund at June 30, 2013 was $818,006. The reserve fund yields 5.83%. 50 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $ 5,400,000 Sewerage System Revenue Bonds (State Revolving Fund Program) Series 1996 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2014 5.875% $ 800,000 $ 318,181 $ 1,118,181 2015 5.875 875,000 271,181 1,146,181 2016 5.900 895,000 219,775 1,114,775 2017 5.900 920,000 166,970 1,086,970 2018 5.900 945,000 112,690 1,057,690 2019 5.900 965,000 56,935 1,021,935 $ 5AOO~000 $1~145~732 $ 6~545~732 These bonds are dated June 1, 1996. The proceeds of the bond issue were used for the extension and improvement of the existing sewerage system serving the City. Principal payments are made annually on January 1. Interest is paid semi-annually on January 1 and July 1 beginning in 1997. The interest due on the Series 1996 Sewerage System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures from the construction funds, the State of Missouri Department of Natural Resources deposits an amount equal to 70% of the disbursement into the reserve fund. The maximum amount of funds that will be advanced to the reserve will be $9,474,500. As bonds are retired, 70% of the amount of bonds retired will be repaid to the Department of Natural Resources out of the reserve fund. The balance of the reserve fund at June 30, 2013 was $3,780,000. The reserve fund yields 5.70%. 51 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued During the fiscal year ended June 30, 2001, certain bonds originally issued by the State Environmental Improvement and Energy Resources Authority as part of the State Revolving Fund Program were refunded. Annual debt service savings resulting from this transaction are to be used to offset City debt service payments due on Series 1996 Bonds. During the fiscal year ended June 30, 2013, City interest expense was reduced by $20,682 as a result of this transaction. Over the remaining life of these bonds, the City will receive net present value benefits of approximately $85,015 from this transaction. $ 7,010,000 Sewerage System Revenue Bonds (State Revolving Fund Program) Series 2000 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2014 5.000% $ 250,000 $ 376,084 $ 626,084 2015 5.625 275,000 362,099 637,099 2016 5.625 475,000 341,006 816,006 2017 5.625 555,000 312,037 867,037 2018 5.300 590,000 280,793 870,793 2019 5.400 1,590,000 222,228 1,812,228 2020 5.450 1,655,000 134,199 1,789,199 2021 5.500 1,620,000 44,550 1,664,550 $7~010~000 $2~072~996 $ 9~082~996 These bonds are dated November 1,2000. The proceeds of the bond issue were used to extend and improve the existing sewerage facilities serving the City. Principal payments are made annually on July 1, and interest payments are made semi-annually on July 1 and January 1. The interest due on the Series 2000, Sewer System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures from the construction funds held by the trustee, the State of Missouri Department of Natural Resources deposits an amount equal to approximately 70% of the reimbursement into the reserve fund. The maximum amount of funds that will be advanced to the reserve fund will be $5,848,500. As bonds are retired 700/0 of the amount of bonds retired will be repaid to the State of Missouri Department of Natural Resources out of the reserve fund. The balance of the reserve fund at June 30, 2013 was $4,946,733. The reserve fund yields 5.160/0. 52 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $12,410,000 Leasehold Revenue Bonds, Series 2009 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due 2014 3.800% $ 2,015,000 $ 472,882 2015 3.900 2,080,000 407,394 2016 4.000 2,150,000 334,594 2017 4.000 2,240,000 248,594 2018 4.000 2,330,000 158,994 2019 4.100 1,595,000 65,794 $12A10~000 $1 ~688~252 Total $2,487,882 2,487,394 2,484,594 2,488,594 2,488,994 1,660,794 $14~098)52 The bonds are obligations of the Cape Girardeau (Missouri) Public Facilities Authority (CGPFA). The CGPF A has entered into a Lease Purchase Agreement with the City. Principal and interest will be paid by CGPFA from rental and other receipts from the City. Proceeds of the bonds will be used for the construction of various storm water control improvements, Cape Splash Family Aquatic Center, Shawnee Park Community Center, and various other park related improvements. Principal payments are made annually on April 1, and interest payments are made semi-annually on April 1 and October 1. 53 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $3,055,000 Special Obligation Bonds, Series 2005: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2014 4.000% $ 690,000 $ 137,336 $ 827,336 2015 5.000 1,245,000 109,736 1,354,736 2016 4.000 80,000 47,486 127,486 2017 4.000 85,000 44,286 129,286 2018 4.100 90,000 40,886 130,886 2019 4.125 90,000 37,196 127,196 2020 4.200 95,000 33,484 128,484 2021 4.250 100,000 29,494 129,494 2022 4.250 105,000 25,244 130,244 2023 4.375 110,000 20,781 130,781 2024 4.375 115,000 15,969 130,969 2025 4.375 250,000 10,940 260,940 $ 3,055,000 $ 552~8389 $\607~838 Principal payments are made annually on June 1, and interest payments are made semi-annually on June 1 and December 1. In May 2005, the City of Cape Girardeau issued $8,190,000 of Special Obligation Bonds Series 2005 with interest rates varying from 3% to 5%. The bonds are special obligations of the City payable solely from the revenues derived from annual appropriations by the City Council. The bonds were issued by the City for the purpose of providing funds to (a) construct, furnish, and equip a new fire station, renovate and improve existing fire and police stations, reimburse the City for the purchase of a new public works facility, and acquire vehicles for the police and fire departments, (b) refinance various outstanding obligations of the City, (c) fund a debt service reserve fund for the Bonds, and (d) pay the costs of issuing the Bonds, under the authority of and in full compliance with the City's Charter and the Constitution and laws of the State of Missouri, and pursuant to an ordinance duly passed and proceedings duly and legally had by the governing body of the City. 54 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $1,250,000 Bank of America 2006 Promissory Note: Year Ending Interest Principal Interest June 30, Rate Due Due 2014 0.942% $ 100,000 $ 11,541 2015 0.942 100,000 10,599 2016 0.942 100,000 9,683 2017 0.942 100,000 8,715 2018 0.942 100,000 7,773 2019 0.942 100,000 6,831 2020 0.942 100,000 5,889 2021 0.942 100,000 4,947 2022 0.942 100,000 4,005 2023 0.942 100,000 3,063 2024 0.942 100,000 2,121 2025 0.942 100,000 1,179 2026 0.942 50,000 237 $ 1~250~000 $ 76~583 Total $ 111,541 110,599 109,683 108,715 107,773 106,831 105,889 104,947 104,005 103,063 102,121 101,179 50,237 $ 1~326~583 On February 9,2006, the City of Cape Girardeau entered into a promissory note with the Bank of America for $2,000,000. The purpose of the note was to finance additional costs on constructing fire station #3, purchase of a site for a future fire station, equipment for the sewer and solid waste funds, and site improvements at the new public works headquarter. The outstanding liability for the note is allocated as follows: $499,899 for governmental activities and $750,101 for business-type activities. Principal payments of $50,000 are made semi-annually on January 1 and July 1. The principal payments are amortized over 20 years. The City may prepay the note at any time with no additional charges. Interest accrues at a variable rate equal to the sum of the 30-day LIBOR multiplied by 60.938%, plus 0.813%. The rate at June 30, 2013 was 0.942%. 55 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $894,800 Waterworks Revenue Bonds, Series 2010 due as follows: Year Ending Interest Principal Interest Admin Fee June 30, Rate Due Due Due Total 2014 1.4900% $ 43,800 $ 13,170 $ 4,419 $ 61,389 2015 1.4900 44,700 12,514 4,199 61,413 2016 1.4900 45,700 11,845 3,975 61,520 2017 1.4900 46,800 11,159 3,745 61,704 2018 1.4900 47,900 10,458 3,510 61,868 2019 1.4900 48,900 9,741 3,269 61,910 2020 1.4900 50,100 9,008 3,023 62,131 2021 1.4900 51,100 8,258 2,771 62,129 2022 1.4900 52,300 7,492 2,514 62,306 2023 1.4900 53,500 6,708 2,251 62,459 2024 1.4900 54,700 5,906 1,982 62,588 2025 1.4900 55,900 5,087 1,707 62,694 2026 1.4900 57,200 4,249 1,426 62,875 2027 1.4900 58,500 3,392 1,138 63,030 2028 1.4900 59,900 2,515 844 63,259 2029 1.4900 61,200 1,618 543 63,361 2030 1.4900 62,600 701 235 63,536 $ 894~800 $ 123~821 $ 41 ~551 $ 1~060) 72 These bonds are dated January 1,2010. The proceeds of the bond issue were used to construct a transmission main from new well fields to Water Plant # 1. Principal and interest payments are made semi-annually on January 1 and July 1. 56 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $870,000 Special Obligation Bonds, Series 201 OA due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due 2014 3.000% $ 150,000 $ 26,194 2015 3.000 160,000 21,694 2016 2.625 175,000 16,894 2017 3.000 185,000 12,300 2018 3.375 200,000 6,750 $ 870~000 $ 83~832 Total $ 176,194 181,694 191,894 197,300 206,750 $ 953~832 On March 1,2010, the City issued $1,275,000 of Special Obligation Bonds Series 2010A with interest rates varying from 2.625% to 3.375%. Principal and interest will be paid by the City from the revenues derived from annual appropriations by the City Council. The proceeds of the bond issue were used to acquire new automated trash collection/recycling trucks for the public works department and to pay the costs of issuing the bonds. Principal payments are made annually on January 1. Interest payments are made semi-annually on January 1 and July 1. 57 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $13,300,000 Waterworks System Refunding Revenue Bonds Series 2012A due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2014 2.000% $ 535,000 $ 435,432 $ 970,432 2015 2.000 545,000 424,732 969,732 2016 2.000 555,000 413,831 968,831 2017 3.000 570,000 402,731 972,731 2018 3.000 585,000 385,631 970,631 2019 3.000 605,000 368,081 973,081 2020 4.000 620,000 349,931 969,931 2021 3.000 645,000 325,131 970,131 2022 3.000 665,000 305,781 970,781 2023 3.000 685,000 285,831 970,831 2024 3.125 705,000 265,281 970,281 2025 3.250 725,000 243,250 968,250 2026 3.375 750,000 219,688 969,688 2027 3.500 775,000 194,375 969,375 2028 3.625 805,000 167,250 972,250 2029 3.625 835,000 138,069 973,069 2030 4.000 865,000 107,800 972,800 2031 4.000 895,000 73,200 968,200 2032 4.000 935,000 37,400 972,400 $ 13~300~000 $ 5~ 143~425 $ 18~443~425 On April 17, 2012 the City issued $13,955,000 of Refunding Revenue Bonds. The proceeds were used to refund the outstanding Series 1998 Bonds. The Bonds were issued with interest varying from 2.00/0 to 4.0%. Principal and interest will be paid by the City from the revenues derived from the operation of the waterworks system. Principal payments are made annually on January 1. Interest payments are made semi-annually on January 1 and July 1. 58 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $31 ~000~000 Sewerage System Revenue Bonds (State of Missouri -Direct Loan Program} Series 2012 due as follows: Year Ending Interest Principal Interest Admin June 30, Rate Due Due Fee Total 2014 1.430% $ $ 443,300 $ $ 443,300 2015 1.430 443,300 443,300 2016 1.430 1,256,000 438,838 306,880 2,001,718 2017 1.430 1,288,000 420,763 294,240 2,003,003 2018 1.430 1,319,000 402,237 281,285 2,002,522 2019 1.430 1,352,000 383,255 268,010 2,003,265 2020 1.430 1,385,000 363,806 254,410 2,003,216 2021 1.430 1,419,000 343,879 240,475 2,003,354 2022 1.430 1,455,000 323,459 226,195 2,004,654 2023 1.430 1,491,000 302,524 211,555 2,005,079 2024 1.430 1,527,000 281,074 196,555 2,004,629 2025 1.430 1,565,000 259,102 181,190 2,005,292 2026 1.430 1,604,000 236,586 165,445 2,006,031 2027 1.430 1,644,000 213,506 149,305 2,006,811 2028 1.430 1,684,000 189,854 132,765 2,006,619 2029 1.430 1,726,000 165,622 115,820 2,007,442 2030 1.430 1,769,000 140,791 98,455 2,008,246 2031 1.430 1,813,000 115,337 80,655 2,008,992 2032 1.430 1,857,000 89,253 62,415 2,008,668 2033 1.430 1,904,000 62,534 43,730 2,010,264 2034 1.430 1,950,000 35,142 24,575 2,009,717 2035 1.430 992,000 7,093 4,960 1,004,053 $ 31 ~000~000 $ 5~661~255 $ 3~338~920 $ 40~000~ 175 Sewerage System Revenue Bonds through the State of Missouri -Direct Loan Programs were issued by the City on June 19,2012. There is a 1 % administrative fee charged on this loan along with the 1.430/0 interest rate. Principal is disbursed on this loan as needed. The proceeds of the bond issue will be used to acquire, construct, extend and improve the existing sewerage system. Principal payments are made annually on July 1; while interest payments are made semi-annually on January 1 and July 1. 59 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $4,655,012 Business Park Land Purchase Loan due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2014 2.77% $ 344,480 $ 115,520 $ 460,000 2015 2.77 340,598 119,402 460,000 2016 2.77 350,033 109,967 460,000 2017 2.77 359,454 100,546 460,000 2018 2.77 369,686 90,314 460,000 2019 2.77 379,926 80,074 460,000 2020 2.77 390,450 69,550 460,000 2021 2.77 401,104 58,896 460,000 2022 2.77 412,376 47,624 460,000 2023 2.77 423,799 36,201 460,000 2024 2.77 435,538 24,462 460,000 2025 2.77 447,568 12,432 460,000 $ 4~655~012 $ 864~988 $ 5~520~000 On February 4,2013, the City entered into an agreement with the Southeast Missouri State University Foundation for the purchase of approximately 247.43 acres located on the east side of Interstate 55 along LaSalle Street for the purpose of creating a business park. The total purchase price was $6,000,000 with $480,000 paid at the time of closing and twelve (12) annual payments of $460,000 commencing 12 months from the closing date of the sale. 60 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued $3~250~000 Sewerage System Revenue Bonds (State of Missouri -Direct Loan Program) Series 2013A due as follows: Year Ending Interest Principal Interest Admin June 30, Rate Due Due Fee Total 2014 1.390% $ $ 24,219 $ $ 24,219 2015 1.390 45,175 45,175 2016 1.390 134,000 44,709 32,165 210,874 2017 1.390 137,000 42,840 30,820 210,660 2018 1.390 140,000 40,922 29,440 210,362 2019 1.390 143,000 38,969 28,035 210,004 2020 1.390 147,000 36,967 26,595 210,562 2021 1.390 150,000 34,910 25,115 210,025 2022 l.390 153,000 32,818 23,610 209,428 2023 1.390 157,000 30,677 22,070 209,747 2024 1.390 161,000 28,481 20,490 209,971 2025 1.390 165,000 26,229 18,870 210,099 2026 l.390 169,000 23,922 17,210 210,132 2027 1.390 173,000 21,559 15,510 210,069 2028 1.390 177,000 19,140 13,770 209,910 2029 1.390 181,000 16,666 11,990 209,656 2030 1.390 185,000 14,136 10,170 209,306 2031 1.390 189,000 11,551 8,310 208,861 2032 1.390 193,000 8,910 6,410 208,320 2033 l.390 197,000 6,213 4,470 207,683 2034 1.390 202,000 3,461 2,490 207,951 2035 1.390 97,000 674 485 98,159 $ 3.250,000 $ 553.148 $ 348,025 $ 4.151.173 Sewerage System Revenue Bonds through the State of Missouri -Direct Loan Programs were issued by the City on June 18,2013. There is a 1 % administrative fee charged on this loan along with the 1.390/0 interest rate. Principal is disbursed on this loan as needed. The proceeds of the bond issue will be used to acquire, construct, extend and improve the existing sewerage system. Principal payments are made annually on July 1; while interest payments are made semi-annually on January 1 and July 1. 61 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued The annual requirements to amortize all debt outstanding as of June 30, 2013 including total interest payments of$20,787,230 are as follows: Special Leasehold Year Ending Obligation Revenue Revenue Promissory June 30, Bonds Bonds Bonds Note Total 2014 $ 1,003,530 $ 4,523,492 $2,487,882 $ 571,541 $ 8,586,445 2015 1,536,430 4,342,953 2,487,394 570,599 8,937,376 2016 319,380 6,158,724 2,484,594 569,683 9,532,381 2017 326,586 6,177,105 2,488,594 568,715 9,561,000 2018 337,636 5,173,866 2,488,994 567,773 8,568,269 2019 127,196 6,082,423 1,660,794 566,831 8,437,244 2020 128,484 5,035,039 565,889 5,729,412 2021 129,494 4,910,189 564,947 5,604,630 2022 130,244 3,247,169 564,005 3,941,418 2023 130,781 3,248,116 563,063 3,941,960 2024 130,969 3,247,469 562,121 3,940,559 2025 260,940 3,246,335 561,179 4,068,454 2026 3,248,726 50,237 3,298,963 2027 3,249,285 3,249,285 2028 3,252,038 3,252,038 2029 3,253,528 3,253,528 2030 3,253,888 3,253,888 2031 3,186,053 3,186,053 2032 3,189,388 3,189,388 2033 2,217,947 2,217,947 2034 2,217,668 2,217,668 2035 1,102,212 1,102,212 $ 4~561 ~670 $ 83~563~613 $14~098~252 $ 6~846~583 $109~070~118 The cash and investments available to service revenue bonds are $56,968 and $2,396,914 for the governmental and business-type activities, respectively. The cash and investments available to service the special obligation bonds are $765,388 and $11,539 in governmental activities and business-type activities, respectively. 62 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE E -LONG-TERM OBLIGATIONS -Continued Interest expense was charged to functions as follows in the statement of activities: Governmental Activities: Interest and Other Costs Total Business-Type Activities: Golf Course Sewer Softball Complex Solid Waste Water Total $713,682 $713.682 $ 7,790 562,014 6,073 51,187 463,272 $ 1.090.336 Missouri statutes limit the amount of general obligation debt that a city can issue to 5.00% of the total assessed value of taxable property located within that city's boundaries. The legal debt margin for the City of Cape Girardeau is $27,602,408. NOTE F -DEFICIT FUND BALANCESIRETAINED EARNINGS These following funds -Housing Development Grants, Riverfront Region Economic Development, Water System Improvement Projects, and Municipal Development Foundation -had their total liabilities exceed their total assets by $50,512, $8,396, $26,759, and $1,736, respectively. 63 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE G -PENSION PLAN 1. Plan Description The City of Cape Girardeau participates in the Missouri Local Government Employees Retirement System (LAGERS), an agent multiple-employer public employee retirement system that acts as a common investment and administrative agent for local government entities in Missouri. LAGERS is a defined benefit pension plan which provides retirement, disability, and death benefits to plan members and beneficiaries. LAGERS was created and governed by statute Section RSMo. 70.600 -70.755. As such, it is the system's responsibility to administer the law in accordance with the expressed intent of the General Assembly. The plan is qualified under the Internal Revenue Code Section 401(a) and it is tax exempt. The Missouri Local Government Employees Retirement System issues a publicly available financial report that includes financial statements and required supplementary information. That report may be obtained by writing to LAGERS, PO Box 1665, Jefferson City, MO 65102 or by calling 1-800-447-4334. 2. Funding Status Full-time employees of the City of Cape Girardeau do not contribute to the pension plan. The June 30 th statutorily required contribution rates are 9.1 % (General), 9.9% (Police) and 14.3% (Fire) of annual covered payroll. The contribution requirements of plan members are determined by the governing body of the political subdivision. The contribution provisions of the political subdivision are established by state statute. 3. Annual Pension Cost (APC) and Net Pension Obligation (NPO) The subdivision's annual pension cost and net pension obligation for the current year were as follows: Annual required contribution Interest on net pension obligation Adjustment to annual required contribution Annual pension cost Actual contributions Increase (decrease) in NPO NPO beginning of year NPO end of year $1,615,841 43,798 (37,358) 1,622,281 1,475,263 147,018 604,112 $ 751.130 The annual required contribution (ARC) was determined as part of the February 28,2011 annual actuarial valuation using the entry age actuarial cost method. The actuarial assumptions as of February 28, 2013 included: (a) a rate ofreturn on the investment of present and future assets of7.25% per year, compounded annually, (b) projected salary increases of3.5% per year, compounded annually, attributable to inflation, (c) additional projected salary increases ranging from 0.0% to 6.0% per year, depending on age and division, 64 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE G -PENSION PLAN -Continued attributable to seniority/merit, (d) pre-retirement mortality based on 75% of the RP-2000 Combined Healthy Table set back 0 years for men and 0 years for women, and (e) post-retirement mortality based on 1050/0 of the 1994 Group Annuity Mortality table set back 0 years for men and 0 years for women. The actuarial value of assets was determined using techniques that smooth the effects of short-term volatility in the market value of investments over a five-year period. The unfunded actuarial accrued liability is being amortized as a level percentage ofprojected payrolls on an open basis. The amortization period at February 28, 2011 was 30 years for the General division, 30 years for the Police division and 30 years for the Fire division. Three-Year Trend Information Year Annual Percentage Net Ended Pension ofAPC Pension June 30 Cost (APC) Contributed Obligation 2011 1,533,704 75.4% 377,291 2012 1,568,825 85.5% 604,112 2013 1,622,281 90.9% 751,130 Note: The above assets and actuarial accrued liability do not include the assets and present value of benefits associated with the Benefit Reserve Fund and the Casualty Reserve Fund. The actuarial assumptions were changed in conjunction with the February 28, 2011 annual actuarial valuations. For a complete description of the actuarial assumptions used in the annual valuations, please contact the LAGERS office in Jefferson City. 65 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE H -POSTRETIREMENT HEAL THCARE BENEFITS 1. Description The City follows the provisions of GASB Statement No. 45, Accounting and Financial Reporting by Employers for Postemployment Benefits Other Than Pensions. In addition to the relevant disclosures within this note related to GASB Statement No. 45, the financial statements reflect a long-term liability and related expenses of$2,501,422 and $936,549, respectively, in the governmental and business-type activities combined. The City, through its substantive commitment to provide other post-employment benefits (OPEB), maintains a single-employer defined benefit plan to provide certain postretirement healthcare benefits to all eligible former full-time employees until the retiree is eligible for Medicare (age 65). Such benefits are not available to members' spouses or dependents; rather, only to eligible former employees as previously described. Specific details of the Plan include the provision of certain medical and dental coverage. These benefits are provided through the City's self insured programs. The City is under no statutory or contractual obligation to provide these postretirement healthcare benefits. Because the Plan consists solely of the City's firm commitment to provide OPEB through the payment of premiums to its selfinsured programs on behalf of its eligible retirees, no stand-alone financial report is either available or generated. 2. Funding Policy Premiums under the Plan for post-employment healthcare benefits are funded in accordance with rates established by the City for its governmental and business-type funds. Effective April 1, 2012 employees who retire early (prior to age 55 for police and fire and prior to age 60 for all other city employees) are not eligible for retiree healthcare coverage. For the year ended June 30, 2013, the City paid the full premium cost for eligible retired employees who were hired prior to January 1, 2007. For eligible employees hired on/after January 1,2007, the City paid a percentage of the full premium cost for retired employees with single coverage according to years of service at retirement. For employees with 10 to 14 years of service at retirement the City's subsidy was 50%. The subsidy for employees with 15 to 19 years of service was 60%; 20 to 24 years was 70%, and employees with more than 24 years of service at retirement received 100% subsidy. The retiree is responsible for the full cost of dependent coverage. The plan is financed on a pay- as-you-go basis. 3. Annual OPEB Cost and Net OPEB Obligation The City's annual OPEB cost is calculated based on the annual required contribution (ARC) of the City, an amount actuarially determined in accordance with the parameters of GASB Statement 45. The ARC represents a level of funding that, if paid on an ongoing basis, is proj ected to cover normal cost each year and amortize any unfunded actuarial liabilities (or funding excess) over a period of30 years. The following table illustrates the components of the City'S annual OPEB cost for the year, the amount actually contributed to the Plan, and changes in the City's net OPEB obligation: 66 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE H -POSTRETIREMENT HEALTHCARE BENEFITS -Continued 2012 Annual required contribution $ 881,028 Interest on net OPEB obligation 100,214 Adjustment to annual required contribution (136)17) Annual OPEB cost $ 844,525 Contributions made (705~699) Increase in net OPEB obligation $ 183,826 Net OPEB obligation, July 1 2~226~981 Net OPEB obligation, June 30 $ 2~365~807 2013 $ 936,549 106,461 (145~240) $ 897,770 (762)55) $ 135,615 2~365~807 $ 2~501~422 The City's annual OPEB cost, the percentage of annual OPEB cost contributed to the Plan, and the net OPEB obligation for 2013 were as follows: Percentage of NetOPEB Fiscal Year Annual AnnualOPEB Obligation - Ended OPEB Cost Cost Contributed End of Year 6/30/13 $ 897,770 84.9% $ 2,501,422 6/30/12 844,525 83.6% 2,365,807 6/30111 1,226,054 55.4% 2,226,981 4. Funding Status and Funding Progress As of July 1,2012, the most recent actuarial valuation date, the Plan was not funded. The actuarial accrued liability for benefits equaled $9,669,406, resulting in an unfunded actuarial accrued liability (UAAL) of $9,669,406. The covered payroll (annual payroll of active employees covered by the Plan) equaled $14,706,953, and the ratio of the UAAL to the covered payroll equaled 65.7%. Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, mortality, and the healthcare cost trend. Amounts determined regarding the funded status of the Plan and the annual required contributions of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. The schedule of funding progress is to present multiyear trend infonnation about whether the actuarial value of the Plan assets is increasing or decreasing over time relative to the actuarial accrued liability for benefits. However, because the City maintains no Plan assets, information relative to Plan asset required disclosures is not applicable. 67 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE H -POSTRETIREMENT HEALTHCARE BENEFITS -Continued 5. Actuarial Methods and Assumptions Projections of benefits for financial reporting purposes are based on the substantive Plan (the Plan as understood by the City and Plan members) and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the City and Plan members to that point. There are no legal or contractual funding limitations that would potentially affect the proj ection of benefits for financial accounting purposes. The actuarial methods and assumptions used include techniques that are designed to reduce the effects of short-term volatility in actuarial accrued liabilities, consistent with the long-term perspective of the calculations. In the actuarial valuation dated July 1,2012, the projected unit credit cost actuarial method was used. Because the City funds its OPEB on a pay-as-you-go basis, the plan has no assets (investments) used specifically for paying the post-retirement medical benefits; therefore, the actuarial assumptions included a 4.5% discount rate, which approximates the expected rate of return on non-pension investments held by the City. Actuarial assumptions also included annual healthcare trend rates of 8.0%, initially, reduced by decrements to an ultimate rate of 4.5% for healthcare costs after ten years. The UAAL is being amortized as a level dollar amount over thirty years based on an open group. NOTE I -INTEREST EXPENSE Interest and handling charges, totaling $730,018, excluding $3,594 of inter fund interest, was incurred by governmental funds during the year ended June 30, 2013. Interest and handling charges, totaling $1,070,280 excluding $20,287 of interfund interest, was incurred by proprietary funds during the year ended June 30, 2013. No interest cost was capitalized as part of the cost of assets constructed during the period. NOTE J -INTERFUND ACTIVITY A. The following is a summary of inter fund balances as of June 30,2013: Advance to/from other funds: General Fund Solid Waste Fund Golf Course Fund Softball Complex Fund Advances from $ 771,091 $ 771 091 Advances to $ 530,818 133,603 106,670 $ 771.091 The interfund balances are a result of advances to purchase capital assets and to pay for operating expenses. Repayments are made as cash flows permit. If cash flows are not sufficient, repayments are deferred to subsequent years. 68 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE J -INTERFUND ACTIVITY -Continued The City makes transfers between various funds for routine and normal operating expenses and for capital asset requisitions. B. The following is a summary of inter fund transfers for the year ended June 30, 2013: Fund Transfer From Transfer To General Fund $ 5,393,088 $ 4,961,705 Airport Fund 578,807 Park and Recreation Fund 1,143,370 Housing Development Fund 36,984 Motor Fuel Tax Fund 1,010,000 Water System Improvements 1,721,903 Sewer System Improvements 2,482,614 Transportation Sales Tax Trust Fund 40,000 Transportation Sales Tax Trust II 142,000 Fire Sales Tax Fund 2,347,287 Public Safety Trust Fund 1,349,123 2,347,288 Transportation Sales Tax Trust III 142,000 Park/Storm Water Sales Tax 1,097,173 Park/Storm Water Sales Tax-Capital 115,417 Transportation Sales Tax Trust IV 260,000 Casino Revenue Fund 260,000 260,000 General Capital Improvements 120,000 Park Improvements Fund 18,108 Community Development Block Grant Project Fund 2,246 213 Water System Improvement Projects Fund 624,922 Park Improvement Projects from Park Sales Tax 43,525 141,160 Sewer Fund 2,783,081 Water Fund 1,106,181 Golf Course Fund 127,361 Softball Complex Fund 3,418 575,038 Information Technology Fund 682,475 Fleet Management Fund 15,344 Fringe Benefits Fund 86,353 Arena Improvement 107,248 Parks & Recreation Foundation 2,788 $ 16064 110 $ 16064 110 69 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE K -SEGMENT INFORMATION FOR ENTERPRISE FUNDS The City maintains five enterprise funds which provide sewer, water, solid waste, golf, and softball complex services. Segment information for the year ended June 30, 2013 was as follows: Softball Sewer Water Solid Waste Golf Course Complex Total Fund Fund Fund Fund Fund Enterprise Operating revenues $ 7,491,361 $ 6,714,818 $3,336,739 $ 477,235 $ 383,732 $18,403,885 Depreciation 2,191,716 1,615,004 435,250 118,831 146,578 4,507,379 Operating Income (Loss) 2,058,847 285,980 ( 108,623) (224,529 (655,720) 1,355,955 Operating transfers in 2,783,081 1,106,181 127,361 575,038 4,591,661 Net Income (Loss) 6,439,776 1,985,580 (133,216) (94,560) (33,603) 8,163,977 Current Capital Contributions 2,270,551 987,915 49,697 3,308,163 Property, Plant and Equipment Additions 22,305,311 1,425,696 187,847 9,224 74,443 24,002,521 Deletions 289,099 222,238 88,344 599,681 Net Working Capital 1,553,658 6,499,415 972,346 (13,513) 6,617 9,018,523 Total Assets 80,512,437 50,601,421 3,674,183 1,531,839 2,436,359 138,756,239 Current Liabilities 4,452,085 1,206,225 469,836 104,838 130,941 6,363,925 Long-Term Liabilities 33,336,991 12,794,851 1,895,775 138,548 97,824 48,263,989 Amounts payable to other funds 530,818 133,603 106,670 771,091 Total Liabilities 37,789,076 14,001,076 2,365,611 243,386 228,765 54,627,914 Total Net Assets $42,723,361 $ 36,600,345 $1,308,572 $ 1,288,453 $2,207,594 $84,128,325 NOTE L -GOVERNMENTAL FUND BALANCES REPORTING In order to improve the usefulness and understandability of governmental fund balance information, the Governmental Accounting Standards Board issued Statement No. 54 in which it classified fund balance into the following categories: Nonspendable, Restricted, Committed, Assigned, and Unassigned. Definition of each category and a reconciliation of how the City of Cape Girardeau reported its Fund Balance follow. Nonspendable Fund Balance -Includes amounts that cannot be spent because they are either (a) not in spendable form or (b) legally or contractually required to be maintained intact. The "not in spendable form" criterion includes items that are not expected to be converted to cash, for example, inventories and prepaid amounts. It also includes long-term receivables that are not currently available for expenditure. Prepaid expenses of$135,560 and long-term advance receivables of$771,091 are also reflected as non-spendable fund balances. 70 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE L -GOVERNMENTAL FUND BALANCES REPORTING -continued Restricted Fund Balance -Includes amounts that can be spent only for specific purposes because of restrictions by external parties, constitutional provisions or enabling legislation. These financial statements include the following restricted fund balances. Fund balances totaling $4,746,268 are restricted by the City Charter to use during officially declared emergencies. Special revenue fund balances totaling $15,230,816 are restricted by their enabling legislation. $587,130 in capital project fund balances are restricted as the result of special revenue transfers and unspent bond proceeds. The remaining $225,385 in restricted fund balances result from legal agreements with various outside parties. Committed Fund Balance -These funds can only be used for specific purposes pursuant to constraints imposed by formal action of the City's highest level of decision-making authority (the City Council). Those amounts cannot be used for any other purpose unless the government removes or changes the specified use by taking the same type of formal action it employed to previously commit those amounts. Typically, a resolution by the city council would be needed to commit a portion of a fund balance for a specific purpose. The fund balance of the Casino Revenue Fund is committed for various uses identified in a policy approved by the City Council. Assigned Fund Balance -Amounts that are constrained by the government's intent to be used for specific purposes, but are neither restricted nor committed. For all governmental funds other than the general fund, any remaining positive amounts not classified as nonspendable, restricted or committed. For the general fund, amounts can be assigned the intent to be used for a specific purpose by the city councilor a city official authorized by the city council; the amount reported as assigned should not result in a deficit in unassigned fund balance. Unassigned Fund Balance -For the general fund, amounts not classified as nonspendable, restricted, committed or assigned are included here. For all other governmental funds, it is the amount expended in excess of resources that are nonspendable, restricted, committed or assigned. The general fund is the only fund that should have a positive amount in this classification. Order of Usage -Unless specifically identified, expenditures will reduce related restricted balances first, and then related committed balances, next related assigned balances, and finally unassigned balances. Expenditures for a specifically identified purpose will reduce the specific classification offund balance that is identified. 71 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE L -FUND BALANCE REPORTING -Continued Major S~ecial Revenue Funds Parks and Transportation General Airport Recreation Sales Tax Casino Fund Fund Fund Trust Fund IV Revenue Fund balances Nonspendable: Prepaid expenses $ 102,707 $ 15,850 $ 3,843 $ $ Long-term advance 771,091 Restricted for: Mausoleum 93,656 Emergencies 4,088,745 Convention and tourism River campus bonds Community development Public safety Street projects 2,280,470 Water system projects Sewer system projects Parks and recreation Park and storm water projects Other capital projects Committed: Other capital projects 1,814,240 Assigned to: Airport 143,909 Parks and recreation 397,966 Encumbrances 78,725 Debt service Public safety Street projects Parks and recreation Other capital projects Unassigned: 3,\26,389 ---- $8261313 $159,759 $ 401 802 $ 2280410 $ 1,814,240 72 Other Funds Total $ 13,160 $ 135,560 771,091 93,656 657,523 4,746,268 39,487 39,487 131,729 131,729 413,522 413,522 188,474 188,474 3,816,692 6,097,162 3,375,864 3,375,864 2,461,804 2,461,804 752,220 752,220 2,397,202 2,397,202 92,210 92,210 1,814,240 143,909 397,966 78,725 26,024 26,024 921,782 921,782 86,071 86,071 326,465 326,465 104,797 104,797 3 126389 $ 15805026 $ 28122611 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE M -RESERVED RETAINED EARNINGS AND RESTRICTED ASSET ACCOUNTS At June 30, 2013, the City has restricted assets in its Proprietary Funds as follows: Depreciation Revenue Bond and Bond Sinking and Replacement Construction Reserve Fund Total Sewer Fund $ 127,000 $ $3,019,114 $ 3,146,114 Water Fund 150,000 4,687 486,697 641,384 Solid Waste Fund 3,228 876 4,104 $ 277,000 $ 7,915 $3 506687 $ 3 791,602 NOTE N -LANDFILL CLOSURE AND POSTCLOSURE CARE COST State and federal laws and regulations require the City to place a final cover on its landfill when closed and perform certain maintenance and monitoring functions at the landfill site for thirty years after closure. The City closed its landfill in the fiscal year ending June 30, 1994, and an expense provision and related liability were recognized at that time based on the future closure and postclosure care costs that were estimated to be incurred near or after the date the landfill no longer accepted waste. The entire amount of the estimated total costs for landfill closure and postclosure care costs was recognized in prior years since the recognition is based on landfill capacity used to date and the landfill was filled to capacity in prior years. The estimated total future liability for landfill postclosure care costs is $35,750 as of June 30, 2013, which is based on the amount that would be paid if all equipment, facilities, and services required to close, monitor, and maintain the landfill were acquired as of June 30, 2013. However, the actual cost of closure and postclosure care may be higher due to inflation, changes in technology, or changes in landfill laws and regulations. The City has used the option of a Contract of Obligation as the financial assurance instrument for the landfill. The City issued bonds in October 1994 from which the proceeds were used to pay the closure costs. 73 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE 0 -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; natural disasters; and employee health benefits. These risks, with the exception of those discussed in the following paragraphs, are covered by commercial insurance. Settled claims have not exceeded this commercial coverage in any of the past eleven fiscal years. The City is a member of the Missouri Public Entity Risk Management Fund, a not-for-profit public entity insurance pool established by the state legislature. Through this pool, the City receives coverage for general liability, law enforcement liability, errors and omissions, and employment practice liability. Risks for these coverages are spread across members of the fund. Currently the fund is comprised of878 Missouri counties, municipalities, and special districts. Premiums for these coverages are actuarially determined based on actual claims of the pool and individual claims of the City. Each year, portions of premiums not required because of below expected claims are returned to the members. The City has received refunds of premiums in each of the last thirteen years and has used them to offset the cost of the succeeding year's premiums. Vehicle loss and accident liability is carried by Savers Property and Casualty Insurance. It is rated "A-" by A.M. Best. Airport liability is carried by Catlin Insurance Company. It is rated "A+" by A.M. Best. Property insurance is carried by Chubb Group of Insurance Companies. It is rated "A++" by A.M. Best. Equipment coverage is carried by Travelers Property Casualty Company of America. It is rated "A+" by A.M. Best. The City has established self-insurance plans for employees' health insurance and workers' compensation. Both of these are accounted for using internal service funds. Under each plan, the City is substantially self- insured and uses an administrator to handle claims management. The City provided health coverage to its employees through a minimum premium plan administered by Anthem Blue Cross Blue Shield of Missouri, which had an "A" rating by A.M. Best. Under this plan, the City paid the administrator a monthly premium for claims administration, cost management, and specific and aggregate stop loss coverage. The City reimbursed the administrator for claims paid up to the specific stop loss amount of $150,000 and $150,000 annually per employee and up to the aggregate stop loss amount (115% of estimated claims) of approximately $3,000,000 and $3,300,000 annually beginning January 1,2012 and 2013, respectively, for all employees. These limits apply only to claims made during the respective calendar years. Rates were charged by the internal service fund to the other City funds to cover the monthly premium to the administrator and claims up to 93.50/0 and 93.9% of the aggregate stop loss amount for fiscal years ending June 30, 2012 and 2013 respectively. 74 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE 0 -RISK MANAGEMENT -Continued Corporate Claims Management, Inc. administers the City's workers' compensation plan. Under this plan, the City pays the administrator a per claim fee to administer its claims. All claims are paid directly by the City. The City has purchased insurance coverage from Safety National Casualty Corp. that limits the City's maximum individual claims liability to $550,000 for USL & Hand $400,000 for other regular employees and per occurrence claims liability to $1,000,000. Additionally, $5,000,000 in coverage is provided for annual claims in excess of$1 ,699,596. Rates are charged by the internal service fund to the other City funds based on rates and experience factors established by the National Council on Compensation Insurance and City of Cape Girardeau actual claims trends. Safety National is rated "A" by A. M. Best. Claims liability is estimated using data supplied by the administrator. The claims activity during the last five years is summarized as follows: CLAIMS LIABILITIES RECONCILIATION Balance June 30, 2008 $ Provision for Incurred Claims Payment of Claims Balance June 30, 2009 $ Provision for Incurred Claims Payment of Claims Balance June 30, 2010 $ Provision for Incurred Claims Payment of Claims Balance June 30, 2011 $ Provision for Incurred Claims Payment of Claims Balance June 30, 2012 $ Provision for Incurred Claims Payment of Claims Balance June 30, 2013 $ Health Insurance 111,500 1,860,053 (1,773,053) 198,500 1,843,651 (1,911,151) 131,000 2,238,055 (2,171 ,055) 198,000 2,847,800 (2,820,300) 225,500 2,452,823 (2A71~323) 207~000 75 $ $ $ $ $ $ Workers' Compensation 270,000 523,905 (363,905) 430,000 583,662 (493,662) 520,000 106,108 (526,108) 100,000 436,715 (251,715) 285,000 112,448 (l52~448) 245~000 $ 381,500 2,383,958 (2,136,958) $ 628,500 2,427,313 (2,404,813) $ 651,000 2,344,163 (2,697,163 ) $ 298,000 3,284,515 (3,072,015) $ 510,500 2,565,271 (2~623)71) $ 452~000 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE P -CONCENTRATION OF CREDIT RISKIBAD DEBT ALLOWANCE The City has uncollateralized utility accounts receivable generated within a limited geographical region primarily consisting of its City limits. The City also has taxes, special assessments, and user fees receivable which are concentrated among its citizens. Some of these items attach as liens against real and personal property. The maximum accounting loss is the amount shown as utility charges receivable on the statement of net assets. At June 30, 2013, utility receivables totaled $2,760,249. On the financial statements, the utility receivables are shown net of the allowance for doubtful accounts of $218,204. This results in net utility receivable of $2,542,045. During the year ended June 30, 2013, the allowance was increased by $189,531 or approximately 1.12% of the current year's utility charges and accounts totaling $141,291 were written off. NOTE Q -COMMITMENTS AND CONTINGENCIES 1. Litigation Various claims and lawsuits are pending against the City. In the opinion of City management, the potential loss on all claims and lawsuits will not be significant to the City's financial statements. 2. Grant Audit The City receives Federal and State Grants for specific purposes that are subject to review and audit by various Federal and State agencies. Such audits could result in a request for reimbursement by any of the Federal and State agencies for expenditures disallowed under the terms and conditions of the appropriate agency. In the opinion of City management, such disallowances, if any, will not be significant. 3. Construction Commitments As of June 30, 2013, the City had construction commitments outstanding of$39,085,887. The construction commitments represent incomplete portions of contracts entered into to construct the following: new Wastewater Treatment Plant, various street projects, and the replacement of the concession stand roof at Shawnee Park. These contracts are expected to be completed within the next fiscal year. 4. Encumbrances As of June 30, 2013, the City had encumbrances outstanding of$43,530,78l. 76 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE R -PRIOR PERIOD ADJUSTMENTS The net assets of the governmental funds have been decreased by $4,563.86 as of June 30, 2013. The larger adjustment was a decrease of $5,563.86 to the General Fund for the reversal of prior year internal salary charges paid to the Sewer Fund for a sanitary sewer project that was not accepted into the city because it is a private development. The increase to fund balance in the CDBG Fund was a $1,000.00 write off of a liability to the state for unused grant revenue. NOTE S -CONTINGENCY 1. In June 2004, the City of Cape Girardeau and Cape Girardeau County entered into a development agreement with a local business. Under the agreement, the local business agreed to pay for certain public improvements incurred in conjunction with the construction of a new retail facility and the City and County agreed to reimburse the local business for the cost of these improvements up to a maximum of $4,000,000 over an estimated 15 years. The local business has completed these improvements with a total cost of$2,668,646. The City is required by the development agreement to reimburse the local business for $2,134,917 of these costs through scheduled quarterly payments over the next fifteen years from available revenues. Available revenues are defined in the development agreement as 75%) of the City's quarterly net revenues from specific sales taxes generated by the business operations of the new retail facility which exceed $64,000. The rates of the specified sales taxes currently equal 2%. Sales taxes with rates currently equal to 1 % will expire during the term of this agreement. The City will be required to substitute revenues for sales taxes with equivalent rates, if available, when the specific sales taxes expire. Required quarterly payments increase annually per the repayment schedule included in the development agreement. To the extent that the available revenues for any quarter are less than the required quarterly payment due, the unpaid amount will be added to the next scheduled quarterly amount due without penalties. Any amounts unpaid at the end of 15 years will be payable quarterly from available revenues for the remainder of the agreement. Any amounts unpaid at the end of the agreement will not be required to be paid. The term of the developer agreement is 20 years from the execution of the agreement. During the fiscal year ended June 30, 2013, no payment was due under the development agreement. 2. In June 2004, the City of Cape Girardeau and Cape Girardeau County entered into a development agreement with a local real estate developer. Under the agreement, the local developer agreed to pay for certain public improvements incurred in conjunction with the development of a 60 acre retail development and the City and County agreed to reimburse the local business for the cost of these improvements from available net sales tax revenue generated from any businesses operations located in the development. 77 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE S -CONTINGENCY -Continued The local developer has completed these improvements with a total cost of$2,998,434. The City and County are required by the development agreement to reimburse the developer for these costs plus 4% interest with quarterly payments from available revenue. Available revenue is defined by the agreement as all the net sales tax revenue generated by two .25% City capital improvement sales taxes and the .50% City transportation sales tax and 50% of the net sales tax revenue generated by a .50% County sales tax. All City sales taxes have expiration date that could occur before the total costs of the improvements are reimbursed to the developer. The County sales tax has no expiration date. No provision is made to replace revenues from the City sales taxes that expire if they are not extended. The development agreement remains in effect until the total cost of the public improvements is reimbursed to the developer. In October 2012, the City of Cape Girardeau and Cape Girardeau County entered into an amendment to the original development agreement. Under the agreement, the local developer agreed to pay for additional public improvements incurred in conjunction with the development of the 60 acre retail development and the City and County agreed to reimburse the local business for the cost of these improvements from available net sales tax revenue generated from an Academy Sports retail store. The local developer is eligible to be reimbursed for costs of public improvements up to $3,000,000. The City and County are required by the development agreement to reimburse the developer for these costs after the original development costs have been reimbursed with quarterly payments from available revenue. Available revenue is defined by the agreement as all the net sales tax revenue generated by Academy Sports at that location on sales that exceed an inflation adjusted $2.5 million annually from two .25% City capital improvement sales taxes and half of the .50% City transportation sales tax and 500/0 of the net sales tax revenue generated by a .50% County sales tax. All City sales taxes have expiration dates that could occur before the total costs of the improvements are reimbursed to the developer. The County sales tax has no expiration date. No provision is made to replace revenues from the City sales taxes that expire if they are not extended. The development agreement remains in effect until the total cost of the additional public improvements is reimbursed to the developer or fifteen years from the beginning of repayments to the developer for costs related to the additional public improvements. The City and the County are obligated only to make quarterly payments as may lawfully be made from funds budgeted and appropriated for that purpose by the City and County. During the fiscal year ended June 30, 2013 the City incurred payments of $133,447 under the development agreement. This amount is included in the Development Services expenses on the statement of activities. 3. In July 2007, the City entered into a development agreement with Greater Missouri Builders, Inc. (GMB) to reimburse them for costs associated with the Town Plaza Redevelopment Project. In conjunction with this agreement the City established the Town Plaza Community Improvement District (CID) and determined the project area to be blighted pursuant to Chapter 353 of the Missouri Revised Statutes. 78 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE S -CONTINGENCY -Continued This project involves the conversion of the former Sears facility into a call center for National Asset Recover Services (NARS) and other various improvements, such as facade improvements, parking facilities, roof reconstruction, and HVAC enhancements. Total reimbursements to GMB for redevelopment costs were limited to $3.6 million plus 7.5% interest. These reimbursements will be made from incremental County and City sales tax revenues, an additional CID sales tax, and real estate tax abatements. Reimbursements from incremental County and City sales tax revenue will be limited to $1.2 of the $3.6 million total. Incremental County and City sales tax revenue is defined as the difference in future tax revenues from the City's 1 % general sales tax and .5% capital improvement sales tax and half the County's .5% general sales tax and the revenues from these taxes from the project area in calendar year 2006. It's anticipated that the CID will implement a 1 % sales tax. Improvements to the redevelopment project will receive 100% real estate tax abatement for the first 10 years and 50% real estate tax abatement for the next 15 years. The current Sears facility will receive 50% real estate tax abatement for 25 years. Based on 2006 assessed values the abatement of City taxes on the unimproved Sears facility would be $627.53. Beginning in year six of the agreement, 50% of the gross rentals from the NARS site will be used to supplement the incremental sales tax revenues. Reimbursements from incremental sales tax revenues expire with repayment of the amount to be paid by incremental sales tax or 20 years whichever comes first. This project was completed during the year at a cost of $3,203,308. Reimbursement from incremental County and City sales tax revenue will be limited to $1,164,839. The City and the County are obligated to make quarterly payments as may lawfully be made from funds budgeted and appropriated for that purpose by the City and County. During the fiscal year ended June 30, 2013, the City incurred payments of $3 7,728 under the development agreement. This amount is included in the Development Services expenses on the Statement of Activities. 4. In May 2011, the City of Cape Girardeau entered into a development agreement with a local real estate developer. Under this agreement, the local developer agreed to pay for certain public improvements incurred in conjunction with the development of a Menards Home Improvement Store site and other adjacent retail development sites and the City agreed to reimburse the local developer for the cost of these improvements from available net sales tax revenue generated from the Menards Home Improvement operations and operations of other similar retail stores in the City that exceeded a baseline amount established in the development agreement. 79 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2013 NOTE S -CONTINGENCY -Continued The local developer has completed improvements associated with the Menards Home Improvement site at a cost of $344,450. Improvements to the adjacent retail sites have not been completed. Projected costs of all public improvements are not expected to exceed $3,000,000. The City is required by the development agreement to reimburse the developer for these costs from available revenues. Available revenue is defined by the agreement as all the net sales tax revenue generated by two .25% City capital improvement sales taxes and the .500/0 City transportation sales tax that exceed a baseline amount. All City sales taxes have expiration dates that could occur before the total costs of the improvements are reimbursed to the developer. No provision is made to replace revenues from the City sales taxes that expire if they are not extended. The development agreement remains in effect until 15 years from the beginning of the Menards Home Improvement operations. The City is obligated only to make quarterly payments as may lawfully be made from funds budgeted and appropriated for that purpose by the City. During the fiscal year ended June 30, 2013 the City incurred $159,106 under the development agreement. 80 REQUIRED SUPPLEMENTAL INFORMATION City of Cape Girardeau General Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 15,946,195.00 $ 15,946,195.00 $ 16,387,435.26 $ 441,240.26 Licenses & permits 1,491,000.00 1,491,000.00 1,669,773.23 178,773.23 Intergovernmental 421,092.00 421,092.00 624,584.04 203,492.04 Charges for services 231,050.00 231,050.00 234,460.66 3,410.66 Internal charges 1,079,781.00 1,079,781.00 1,133,193.68 53,412.68 Fines and forfeits 890,000.00 890,000.00 934,225.65 44,225.65 Miscellaneous 327,481.00 327,481.00 342,375.90 14,894.90 Investment revenue 75,051.00 75,051.00 103,817.12 28,766.12 Total revenues 20,461,650.00 20,461,650.00 21,429,865.54 968,215.54 EXPENDITURES Current: Administrative 1,870,789.00 1,940,264.00 1,851,008.34 89,255.66 Contingency 80,000.00 74,225.00 54,428.07 19,796.93 Development Services 2,269,804.00 2,326,054.00 2,180,294.34 145,759.66 Parks and Recreation 1,904,746.00 1,959,628.00 1,899,164.86 60,463.14 Public Safety 12,287,313.00 12,481,850.00 12,318,215.06 163,634.94 00 Public Works 2,497,388.00 2,543,888.00 2,452,263.55 91,624.45 Total current 20,910,040.00 21,325,909.00 20,755,374.22 570,534.78 Debt service: Administrative charges 470.00 470.00 287.38 182.62 Interest 62,137.00 62,137.00 60,098.72 2,038.28 Principal 96,000.00 96,000.00 96,000.00 Total debt service 158,607.00 158,607.00 156,386.10 2,220.90 Capital outlay: Administrative Development Services Public Safety 17,000.00 17,000.00 43,719.38 (26,719.38) Public Works 56,164.00 56,164.00 54,545.52 1,,618.48 Total capital outlay 73,164.00 73,164.00 98,264.90 (25,100.90) Total expenditures 21,141,811.00 21,557,680.00 21,010,025.22 547,654.78 Excess (deficiency) of revenues over (under) expenditures (680,161.00) (1,096,030.00) 419,840.32 1,515,870.32 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Compensation for damages 258.10 258.10 Transfers in 4,972,461.00 5,066,961.00 4,961,705.62 (105,255.38) Special assessments 12,800.00 12,800.00 5,205.02 (7,594.98) Advance repayments 73,828.00 73,828.00 73,827.91 (0.09) Asset disposition 30,800.00 30,800.00 59,073.38 28,273.38 Special programs (12,000.00) (12,000.00) Transfers out (4,241,610.00) (5,181,385.00) (5,393,088.57) (211,703.57) Total other financing sources and uses and special items 848,279.00 3,004.00 (305,018.54) (308,022.54) Net change in fund balances 168,118.00 (1,093,026.00) 114,821.78 1,207,847.78 Fund balances --beginning 7,313,261.19 7,313,261.19 7,313,261.19 Prior period adjustment (5,563.86) (5,563.86) Fund balances --ending $ 7,481,379.19 $ 6,220,235.19 $ 7,422,519.11 $ 1,202,283.92 See Independent Auditors' Report. City of Cape Girardeau Airport Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ 617,000.00 $ 617,000.00 $ 167,000.00 $ (450,000.00) Charges for services 331,675.00 331,675.00 402,295.42 70,620.42 Miscellaneous 220,450.00 220,450.00 228,115.44 7,665.44 Investment revenue 1,875.00 1,875.00 482.89 (1,392.11 ) Total revenues 1,171,000.00 1,171,000.00 797,893.75 (373,106.25) EXPENDITURES Current: Administrative 1,213,635.00 1,344,935.00 1,312,742.18 32,192.82 Total current 1,213,635.00 1,344,935.00 1,312,742.18 32,192.82 00 Debt service: to Interest 5.61 (5.61) Principal Total debt service 5.61 (5.61 ) Capital outlay: Administrative 500,000.00 500,000.00 63,952.55 436,047.45 Total capital outlay 500,000.00 500,000.00 63,952.55 436,047.45 Total expenditures 1,713,635.00 1,844,935.00 1,376,700.34 468,234.66 Excess (deficiency) of revenues over (under) expenditures (542,635.00) (673,935.00) (578,806.59) 95,128.41 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 542,634.00 576,134.00 578,806.59 2,672.59 Total other financing sources and uses and special items 542,634.00 576,134.00 578,806.59 2,672.59 Net change in fund balances (1.00) (97,801.00) 97,801.00 Fund balances --beginning 153,909.97 153,909.97 153,909.97 Fund balances --ending $ 153,908.97 $ 56,108.97 $ 153,909.97 $ 97,801.00 See Independent Auditors' Report. City of Cape Girardeau Park and Recreation Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Charges for services $ 1,237,190.00 $ 1,237,190.00 $ 1,237,221.16 $ 31.16 Miscellaneous 11,880.00 11,880.00 12,562.50 682.50 Investment revenue 6,250.00 6,250.00 6,247.90 (2.10) Total revenues 1,255,320.00 1,255,320.00 1,256,031.56 711.56 EXPENDITURES Current: Parks and Recreation 2,339,792.00 2,443,012.00 2,390,224.27 52,787.73 Total current 2,339,792.00 2,443,012.00 2,390,224.27 52,787.73 Capital outlay: 00 Parks and Recreation 9,200.00 v) 9,177.00 23.00 Total capital outlay 9,200.00 9,177.00 23.00 Total expenditures 2,339,792.00 2,452,212.00 2,399,401.27 52,810.73 Excess (deficiency) of revenues over (under) expenditures (1,084,472.00) (1,196,892.00) (1,143,369.71) 53,522.29 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Compensation for damages Transfers in 1,119,472.00 1,161,272.00 1,143,369.71 (17,902.29) Asset disposition Transfers out Total other financing sources and uses and special items 1,119,472.00 1,161,272.00 1,143,369.71 (17,902.29) Net change in fund balances 35,000.00 (35,620.00) 35,620.00 Fund balances --beginning 379,048.29 379,048.29 379,048.29 Fund balances --ending $ 414,048.29 $ 343,428.29 $ 379,048.29 $ 35,620.00 See Independent Auditors' Report. City of Cape Girardeau Casino Revenue Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 1,500,000.00 $ 1,500,000.00 $ 2,343,418.90 $ 843,418.90 Miscellaneous 480,000.00 480,000.00 Investment revenue 5,000.00 5,000.00 7,450.96 2,450.96 Total revenues 1,505,000.00 1,505,000.00 2,830,869.86 1,325,869.86 EXPENDITURES Debt service: Administrative charges Interest 11.47 (11.47) 00 Principal .j::;. Total debt service 11.47 (11.47) Capital outlay: Capital Improvement Projects 1,620,000.00 6,028,919.62 (4,408,919.62) Total capital outlay 1,620,000.00 6,028,919.62 (4,408,919.62) Total expenditures 1,620,000.00 6,028,931.09 (4,408,931.09) Excess (deficiency) of revenues over (under) expenditures 1,505,000.00 (115,000.00) (3,198,061.23) (3,083,061.23) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 260,000.00 260,000.00 260,000.00 Other loan proceeds 4,655,012.38 4,655,012.38 Transfers out (260,000.00) (260,000.00) (260,000.00) Total other financing sources and uses and special items 4,655,012.38 4,655,012.38 Net change in fund balances 1,505,000.00 (115,000.00) 1,456,951.15 1,571,951.15 Fund balances --beginning 8,815.29 8,815.29 8,815.29 Fund balances --ending $ 1,513,815.29 $ (106,184.71) $ 1,465,766.44 $ 1,571,951.15 See Independent Auditors' Report. 00 VI City of Cape Girardeau Transportation Sales Tax Trust Fund III Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 REVENUES Investment revenue Total revenues EXPENDITURES Capital outlay: Capital Improvement Projects Total capital outlay Total expenditures Excess (deficiency) of revenues over (under) expenditures OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in Total other financing sources and uses and special items Net change in fund balances Fund balances -beginning Fund balances --ending Budgeted Amounts Original Final Actual Amounts $ 17,500.00 $ 17,500.00 $ 44,318.12 17,500.00 17,500.00 44,318.12 1,176,183.00 1,176,183.00 21,165.06 1,176,183.00 1,176,183.00 21,165.06 1,176,183.00 1,176,183.00 21,165.06 (1,158,683.00) (1,158,683.00) 23,153.06 142,000.00 142,000.00 142,000.00 142,000.00 142,000.00 142,000.00 (1,016,683.00) (1,016,683.00) 165,153.06 3,029,770.46 3,029,770.46 3,029,770.46 $ 2,013,087.46 $ 2,013,087.46 $ 3,194,923.52 See Independent Auditors' Report. Variance with Final Budget - Positive (Negative) 26,818.12 26,818.12 1,155,017.94 1,155,017.94 1,155,017.94 1,181,836.06 1,181,836.06 $ 1,181,836.06 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2013 BUDGETS AND BUDGETARY ACCOUNTING The City adopts annual operating budgets for all funds except Storm Water Projects from Storm Water Sales Tax Fund, Park Improvement Projects from Park / Storm Water Sales Tax Fund and Water System Improvement Project Fund which have project length budgets and the Cape Girardeau Municipal Development Foundation, the Cape Girardeau Public Safety Foundation, and the Cape Girardeau Parks Development Foundation whose main purposes are to solicit and collect donations. The City follows these procedures in establishing the budgetary data reflected in the financial statements. 1. The City Manager submits to the City Council a proposed operating budget for the fiscal year ending the following June 30th at the first meeting of June each year. The operating budget includes proposed expenditures and the means of financing them. 2. Public hearings are conducted to obtain taxpayer comments. 3. Prior to July 1, the budget is legally enacted through passage of an ordinance. 4. The City Manager is authorized to transfer budgeted amounts between programs within any department; however, any revisions that alter the total appropriations of any department must be approved by the City Council. Departments may not legally exceed their appropriations without approval from the City Council. Appropriations expire at the end of the year; however, outstanding encumbrances at the end of the year are honored by the City. 5. Formal budgetary integration is employed as a management control device during the year for all funds. 6. Budgets for all funds are adopted on a budgetary basis. 7. If, during the fiscal year, the City Manager certifies there are additional revenues to appropriate, unencumbered appropriation balances within a department, or there is an emergency situation, the City Council may amend the initial budget by ordinance. The initial budget was adopted by the City Council on June 18, 2012 and amended on February 4,2013, April 1,2013, and July 15,2013. The initial budget and final amended budget are both reflected in the financial statements. For the year ended June 30, 2013, the fund expenditures for Casino Revenue, Debt Service, and FAU grant projects exceeded their approved budgets by $4,408,931, $61, and $7,172, respectively. 86 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2013 BUDGETS AND BUDGETARY ACCOUNTING -Continued The Statement of Revenues, Expenditures, and Changes in Fund Balances -Governmental Funds reports revenues and expenditures on the modified accrual basis of accounting in accordance with GAAP. The Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual (Budget Basis) for all governmental fund types is prepared on a budgetary basis which includes encumbrances as expenditures. The following reconciliation adjusts GAAP basis to budget basis: GAAP Basis Increase due to: Year-end encumbrances Administrative services Development services Parks and recreation Public Safety Public Works Capital outlay Contingency Funds not budgeted annually Advance from other funds Adjust investments to market Encumbrance revenue Decrease due to: Year-end encumbrances Administrative services Development services Parks and recreation Public safety Public works Capital outlay Contingency Encumbrance revenue Adjust invest to market Budget Basis $ 40,769 4,382 19,319 2,415 90,072 13,740 750 73,828 15,937 220,443 8,989 9,220 3,689 31,713 36,995 55,784 146,390 $ 114,822 Excess (Deficiency) of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses Transportation Parks and Recreation Sales Tax Trust Casino Revenue Fund IV Fund $ (3,012) $ 15,195 $ (781.768) $ 1,805,388 8,658 4,892 3,785,068 180 2,358 14,284 8838 7250 3,799352 5,826 22,445 1,292,175 347,534 903 5826 22445 I 292 175 348437 $ $ 1,725,409 $ 1456951 Non-major Funds $ 307,161 23,654 23,906 39,631 2,141,886 561,394 51,504 22,463 2,864,438 12,820 5,538 145,479 1,558,604 12 I 722453 $ 1,449,146 The individual proprietary fund schedules of comparing budget to actual is reported on a budgetary basis that uses the modified accrual basis of accounting with the exception of encumbrances. Encumbrances are reported as expenses in the year of encumbrance. 87 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2013 BUDGETS AND BUDGETARY ACCOUNTING -Continued Net Income (Loss) Solid Sewer Water Waste GAAP Basis $ 6,439,776 $ 1,985,580 $ (133,216) $ Increase due to : Prior year encumbrances Operating expenses 279,011 7,373 104,401 Capital Outlays 1,502,566 1,213 160,541 Depreciation 2,191,716 1,615,003 435,250 Special assessments 3,527 724 Bond proceeds 18,297,714 Interest cost amortized 225,103 194,982 Cost of bond refunding amortization 15,805 Deferred revenue 49,635 171,814 Interest paid more than accrual 321,093 13,097 Issuance cost amortization 15,800 5,640 5,008 Adjust investments to market 5,202 25,191 3,732 Adjustment to liability for future landfill postclosure maintenance costs 415 Net OPEB obligation 5,089 Asset dispositions 55,093 119,272 7,694 22,946,460 2,162,106 730,138 Decrease due to: Year-end encumbrances Operating expenses 130,536 11,236 99,923 Capital outlays 40,913,741 205,183 Landfill closure and maintenance costs 3,665 Interest paid more than accrual Bond principal paid 2,288,500 2,360,000 212,508 Amortized Bond premium/discount 40,990 2,741 Capital outlays 20,122,935 569,042 187,846 Deferred revenues 22,696 Amount deferred for future debt service for capital appreciation bonds: Interest subsidy received 256,355 Net OPEB Obligation 41,927 4,842 Contributed capital 2,179,045 987,915 65,933,039 4,174,366 534,221 Budget Basis $(36 546 803) $ (26680) $ 62101 $ 88 Golf Softball Course ComQlex (94,560) $ (33,603) 3,540 8,237 118,831 146,578 307 366 4,183 753 126,861 155,934 432 6,007 1l,755 29,477 18,351 31,592 49,697 29,909 117,402 2322 $ 4222 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2013 BUDGETS AND BUDGETARY ACCOUNTING -Continued Net Income (Loss) Data Fleet Employee Risk Processing Management Fringe Management GAAP Basis $ 492,841 $ (31,124) $ 662,058 $ 347,082 Increase due to: Prior year encumbrances Operating expenses 6,861 Capital Outlays 11,414 Depreciation 130,270 24,819 Deferred revenues 15,344 Issuance cost amortization Difference between proceeds from sale of fixed assets and gain or loss Net OPEB Obligation 1,847 Adjust investments to market 520 384 7,681 5,205 144,051 47,408 7,681 5,205 Decrease due to: Year-end encumbrances Operating expenses 218,488 3,665 Capital outlays 14,244 Interest paid more than accrued Amortized Bond premium/discount Net OPEB Obligation 6,815 Principal paid Capital outlays 289,158 5,800 521,890 16,280 Budget Basis $ 115,002 $ 4 $ 669)39 $ 352287 89 Equipment ReQlacement $ 30,976 290,881 501 12,232 4,061 307,675 5,900 121 472 40,000 221,079 267,572 $ 71,079 \0 o Actuarial Valuation Date 2/28/2011 2/29/2012 2/28/2013 (a) Actuarial Value Of Assets $ 28,180,987 28,410,535 28,335,515 CITY OF CAPE GIRARDEAU, MISSOURI Schedule of Funding Progress June 30, 2013 (b) (b-a) Entry Age Unfunded Actuarial Accrued (alb) Accrued Liability Funded Liability (UAL) Ratio $ 32,648,850 $ 4,467,863 86% 32,460,611 4,050,076 880/0 32,067,423 3,731,908 880/0 See Independent Auditors' Report. [(b-a)/c )] (c) UAL as a Annual Percentage of Covered Covered Payroll Payroll $ 13,842,403 32% 14,065,599 29% 14,371,681 26% SUPPLEMENTAL INFORMATION City of Cape Girardeau Convention and Tourism Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 1,904,550.00 $ 1,904,550.00 $ 2,014,814.81 $ 110,264.81 Investment revenue 5,000.00 5,000.00 3,094.88 (1,905.12) Total revenues 1,909,550.00 1,909,550.00 2,017,909.69 108,359.69 EXPENDITURES Current: Administrative 1,977,726.00 2,126,726.00 2,076,097.14 50,628.86 Total current 1,977,726.00 2,126,726.00 2,076,097.14 50,628.86 Debt Service: Interest 500.00 500.00 Principal 102,500.00 102,500.00 -0 Total debt service 103,000.00 103,000.00 Total expenditures 1,977,726.00 2,229,726.00 2,179,097.14 50,628.86 Excess (deficiency) of revenues over (under) expenditures (68,176.00) (320,176.00) __ (161,187.45) 158,988.55 Net change in fund balances (68,176.00) (320,176.00) (161,187.45) 158,988.55 Fund balances --beginning 441,578.77 441,578.77 441,578.77 Fund balances --ending $ 373,402.77 $ 121,402.77 $ 280,391.32 $ 158,988.55 See Independent Auditors' Report. City of Cape Girardeau Downtown Business District Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 25,500.00 $ 25,500.00 $ 25,960.25 $ 460.25 Investment revenue 500.00 500.00 712.40 212.40 Total revenues 26,000.00 26,000.00 26,672.65 672.65 EXPENDITURES Current: Development Services 16,000.00 16,000.00 7,807.51 8,192.49 Total current 16,000.00 16,000.00 7,807.51 8,192.49 Debt Service: Interest 4,576.00 4,576.00 4,184.82 391.18 Principal 5,424.00 5,424.00 5,136.89 287.11 -...0 Total debt service 10,000.00 10,000.00 9,321.71 678.29 N Total expenditures 26,000.00 26,000.00 17,129.22 8,870.78 Excess (deficiency) of revenues over (under) expenditures 9,543.43 9,543.43 Net change in fund balances 9,543.43 9,543.43 Fund balances --beginning 47,078.15 47,078.15 47,078.15 Fund balances --ending $ 47,078.15 $ 47,078.15 $ 56,621.58 $ 9,543.43 See Independent Auditors' Report. City of Cape Girardeau Health Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 318,486.00 $ 318,486.00 $ 321,969.86 $ 3,483.86 Licenses & permits 3,800.00 3,800.00 4,465.00 665.00 Intergovernmental 7,950.00 7,950.00 8,728.25 778.25 Investment revenue 5,625.00 5,625.00 6,774.36 1,149.36 Total revenues 335,861.00 335,861.00 341,937.47 6,076.47 EXPENDITURES Current: Public Safety 342,860.00 374,335.00 369,645.73 4,689.27 Total current 342,860.00 374,335.00 369,645.73 4,689.27 -.0 l..;.) Total expenditures 342,860.00 374,335.00 369,645.73 4,689.27 Excess (deficiency) of revenues over (under) expenditures (6,999.00) (38,474.00) (27,708.26) 10,765.74 Net change in fund balances (6,999.00) (38,474.00) (27,708.26) 10,765.74 Fund balances --beginning 488,375.65 488,375.65 488,375.65 Fund balances --ending $ 481,376.65 $ 449,901.65 $ 460,667.39 $ 10,765.74 See Independent Auditors' Report. City of Cape Girardeau Motor Fuel Tax Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ 1,745,049.00 $ 1,745,049.00 $ 1,386,898.29 $ (358,150.71 ) Investment revenue 3,300.00 3,300.00 6,884.63 3,584.63 Total revenues 1,748,349.00 1,748,349.00 1,393,782.92 (354,566.08) EXPENDITURES Capital outlay: Public Works 400,049.00 400,049.00 44,643.41 355,405.59 Total capital outlay 400,049.00 400,049.00 44,643.41 355,405.59 Total expenditures 400,049.00 400,049.00 44,643.41 355,405.59 Excess (deficiency) of revenues '-D over (under) expenditures +:- 1,348,300.00 1,348,300.00 1,349,139.51 839.51 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Special assessments 4,468.00 4,468.00 4,552.73 84.73 Transfers out (1,010,000.00) (1,010,000.00) (1,010,000.00) Total other financing sources and uses and special items (1,005,532.00) (1,005,532.00) (1,005,447.27) 84.73 Net change in fund balances 342,768.00 342,768.00 343,692.24 924.24 Fund balances --beginning 252,038.52 252,038.52 252,038.52 Fund balances --ending $ 594,806.52 $ 594,806.52 $ 595,730.76 $ 924.24 See Independent Auditors' Report. City of Cape Girardeau . Capital Improvement Sales Tax-Water System Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 2,382,500.00 $ 2,382,500.00 $ 2,430,693.04 $ 48,193.04 Investment revenue 25,000.00 25,000.00 47,072.68 22,072.68 Total revenues 2,407,500.00 2,407,500.00 2,477,765.72 70,265.72 EXPENDITURES Current: Development Services: 42,550.00 82,350.00 79,376.22 2,973.78 Total current 42,550.00 82,350.00 79,376.22 2,973.78 \Q Debt service: Vl Administrative charges 6,000.00 6,000.00 7,037.00 (1,037.00) Interest 13,800.00 13,800.00 13,811.56 (11.56) Principal 43,300.00 43,300.00 42,800.00 500.00 Total debt service 63,100.00 63,100.00 63,648.56 (548.56) Total expenditures 105,650.00 145,450.00 143,024.78 2,425.22 Excess (deficiency) of revenues over (under) expenditures 2,301,850.00 2,262,050.00 2,334,740.94 72,690.94 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in Transfer out (4,631,281.00) (4,631,281.00) (1,721,903.34) 2,909,377.66 Total other financing sources and uses and special items (4,631,281.00) (4,631,281.00) (1,721,903.34) 2,909,377.66 Net change in fund balances (2,329,431.00) (2,369,231.00) 612,837.60 2,982,068.60 Fund balances -beginning 2,788,205.21 2,788,205.21 2,788,205.21 Fund balances --ending $ 458,774.21 $ 418,974.21 $ 3,401,042.81 $ 2,982,068.60 See Independent Auditors' Report. '-0 0\ City of Cape Girardeau Transportation Sales Tax Trust Fund Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Budgeted Amounts Original Final Actual Amounts REVENUES Investment revenue $ 1,860.00 $ 1,860.00 $ 2,274.59 Total revenues 1,860.00 1,860.00 2,274.59 EXPENDITURES Debt service: Administrative charges 450.00 450.00 239.48 Interest 2,522.00 3,022.00 3,035.18 Principal 123,000.00 123,000.00 123,000.00 Total debt service 125,972.00 126,472.00 126,274.66 Capital outlay: Capital Improvement Projects Total capital outlay Total expenditures 125,972.00 126,472.00 126,274.66 Excess (deficiency) of revenues over (under) expenditures (124,112.00) (124,612.00) (124,000.07) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 40,000.00 40,000.00 40,000.00 Special assessments 29,400.00 29,400.00 29,528.76 Total other financing sources and uses and special items 69,400.00 69,400.00 69,528.76 Net change in fund balances (54,712.00) (55,212.00) (54,471.31) Fund balances --beginning 66,604.00 66,604.00 66,604.00 Fund balances --ending $ 11,892.00 $ 11,392.00 $ 12,132.69 See Independent Auditors' Report. Variance with Final Budget - Positive (Negative) $ 414.59 414.59 210.52 (13.18) 197.34 197.34 611.93 128.76 128.76 740.69 $ 740.69 \0 -...l City of Cape Girardeau Capital Improvement Sales Tax-Sewer System Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 REVENUES Taxes Investment revenue Total revenues EXPENDITURES Current Development Services Total current Total expenditures Excess (deficiency) of revenues over (under) expenditures OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in Transfers out Total other financing sources and uses and special items Net change in fund balances Fund balances --beginning Fund balances --ending Budgeted Amounts Original $ 2,382,500.00 37,500.00 2,420,000.00 42,550.00 42,550.00 42,550.00 2,377,450.00 2,377 ,450.00 2,337,257.32 $ 4,714,707.32 Final $ 2,382,500.00 37,500.00 2,420,000.00 82,350.00 82,350.00 82,350.00 2,337,650.00 (2,482,614.00) (2,482,614.00) (144,964.00) 2,337,257.32 $ 2,192,293.32 0:::<><> Inrl<>n<>nrl<>nt Allrlitnrc:' R<>nnrt Actual Amounts $ 2,430,724.18 32,720.97 2,463,445.15 79,376.23 79,376.23 79,376.23 2,384,068.92 (2,482,614.00) (2,482,614.00) (98,545.08) 2,337,257.32 $ 2,238,712.24 Variance with Final Budget - Positive (Negative) $ $ 48,224.18 (4,779.03) 43,445.15 2,973.77 2,973.77 2,973.77 46,418.92 46,418.92 46,418.92 -..0 00 City of Cape Girardeau Transportation Sales Tax Trust Fund" Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 Budgeted Amounts Original Final Actual Amounts REVENUES Investment revenue $ 2,142.00 $ 2,142.00 $ 4,043.74 Total revenues 2,142.00 2,142.00 4,043.74 EXPENDITURES Capital outlay: Capital Improvement Projects Total capital outlay Total expenditures Excess (deficiency) of revenues over (under) expenditures 2,142.00 2,142.00 4,043.74 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Special assessments 29,392.00 29,392.00 30,023.37 Transfers out (142,000.00) (142,000.00) (142,000.00) Total other financing sources and uses and special items (112,608.00) (112,608.00) (111,976.63) Net change in fund balances (110,466.00) (110,466.00) (107,932.89) Fund balances --beginning 113,293.61 113,293.61 113,293.61 Fund balances --ending $ 2,827.61 $ 2,827.61 $ 5,360.72 See Independent Auditors' Report. Variance with Final Budget - Positive (Negative) $ 1,901.74 1,901.74 1,901.74 631.37 631.37 2,533.11 $ 2,533.11 \0 \0 City of Cape·Girardeau Fire Sales Tax Statement of Revenues, Expenditures, and Changes In Fund Balances -Budget and Actual For the Year Ended June 30,2013 Budgeted Amounts Original Final Actual Amounts REVENUES Taxes $ 2,287,200.00 $ 2,287,200.00 $ 2,353,418.57 Total revenues 2,287,200.00 2,287,200.00 2,353,418.57 EXPENDITURES Total expenditures Excess (deficiency) of revenues over (under) expenditures 2,287,200.00 2,287,200.00 2,353,418.57 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers out (2,287,000.00) (2,350,000.00) (2,347,287.56) Total other finanCing sources and uses and special items (2,287,000.00) (2,350,000.00) (2,347,287.56) Net change in fund balances 200.00 (62,800.00) 6,131.01 Fund balances --beginning 204,026.17 204,026.17 204,026.17 Fund balances --ending $ 204,226.17 $ 141,226.17 $ 210,157.18 See Independent Auditors' Report. Variance with Final Budget - Positive (Negative) $ 66,218.57 66,218.57 66,218.57 2,712.44 2,712.44 68,931.01 $ 68,931.01 City of Cape Girardeau Public Safety Trust Statement of Revenues, Expenditures, and Changes In Fund Balances -Budget and Actual For the Year Ended June 30,2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Investment revenue $ 3,125.00 $ 3,125.00 $ 17,784.27 $ 14,659.27 Total revenues 3,125.00 3,125.00 17,784.27 14,659.27 EXPENDITURES Current: Public Safety 25,000.00 25,000.00 15,050.00 9,950.00 Total current 25,000.00 25,000.00 15,050.00 9,950.00 Debt service: Administrative charges 500.00 500.00 500.00 0 Interest 106,805.00 106,805.00 106,276.83 0 528.17 Principal 603,992.00 603,992.00 603,991.94 0.06 Total debt service 711,297.00 711,297.00 710,268.77 1,028.23 Capital outlay: Public Safety 226,100.00 226,100.00 223,758.41 2,341.59 Total capital outlay 226,100.00 226,100.00 223,758.41 2,341.59 Total expenditures 962,397.00 962,397.00 949,077.18 13,319.82 Excess (deficiency) of revenues over (under) expenditures (959,272.00) (959,272.00) (931,292.91 ) 27,979.09 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 2,287,000.00 2,350,000.00 2,347,287.56 (2,712.44) Asset disposition 2,906.55 2,906.55 Transfers out (1,318,979.00) (1,350,479.00) (1,349,122.78) 1,356.22 Total other financing sources and uses and special items 968,021.00 999,521.00 1,001,071.33 1,550.33 Net change in fund balances 8,749.00 40,249.00 69,778.42 29,529.42 Fund balances --beginning 882,344.68 882,344.68 882,344.68 Fund balances --ending _$ 891,0~3-"-~8 $ 922,593.68 $ 952,123.10 $ 29,529.42 See Independent Auditors' Report. City of Cape Girardeau Debt Service Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ $ $ $ Investment revenue 1,306.00 1,306.00 1,524.44 218.44 Total revenues 1,306.00 1,306.00 1,524.44 218.44 EXPENDITURES Current: Administrative Debt Service Total current Debt service: 0 Administrative charges Interest 656.00 656.00 716.62 (60.62) Principal 32,000.00 32,000.00 32,000.00 Total debt service 32,656.00 32,656.00 32,716.62 (60.62) Total expenditures 32,656.00 32,656.00 3~,716.62 (60.62) Excess (deficiency) of revenues over (under) expenditures (31,350.00) (31,350.00) (31,192.18) 157.82 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Special assessments 32,999.11 32,999.11 32,999.11 Total other financing sources and uses and special items 32,999.11 32,999.11 32,999.11 Net change in fund balances 1,649.11 1,649.11 1,806.93 157.82 Fund balances --beginning 24,204.18 24,204.18 24,204.18 Fund balances --ending $ 25,853.29 $ 25,853.29 $ 26,011.11 $ 157.82 See Independent Auditors' Report. 0 N City of Cape Girardeau General Capital Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 Budgeted Amounts Original Final Actual Amounts REVENUES Intergovernmental $ $ $ 35,034.12 Investment revenue 2,500.00 2,500.00 2,181.60 Total revenues 2,500.00 2,500.00 37,215.72 EXPENDITURES Capital outlay: Capital Improvement Projects 203,000.00 213,782.53 Total capital outlay 203,000.00 213,782.53 Total expenditures 203,000.00 213,782.53 Excess (deficiency) of revenues over (under) expenditures 2,500.00 (200,500.00) (176,566.81 ) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 120,000.00 120,000.00 Total other financing sources and uses and special items 120,000.00 120,000.00 Net change in fund balances 2,500.00 (80,500.00) (56,566.81 ) Fund balances --beginning 155,584.80 155,584.80 155,584.80 Fund balances --ending $ 158,084.80 $ 75,084.80 $ 99,017.99 See Independent Auditors' Report. Variance with Final Budget- Positive (Negative) $ 35,034.12 (318.40) 34,715.72 (10,782.53) (10,782.53) (10,782.53) 23,933.19 23,933.19 $ 23,933.19 0 w City of Cape Girardeau Street Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 Budgeted Amounts Original Final Actual Amounts REVENUES Investment revenue $ 4,750.00 $ 4,750.00 $ 4,346.16 Total revenues 4,750.00 4,750.00 4,346.16 EXPENDITURES Total expenditures Excess (deficiency) of revenues over (under) expenditures 4,750.00 4,750.00 4,346.16 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Special Assessments 9,206.00 9,206.00 11,767.29 Total other financing sources and uses and special items 9,206.00 9,206.00 11,767.29 Net change in fund balances 13,956.00 13,956.00 16,113.45 Fund balances --beginning 69,913.67 69,913.67 69,913.67 Fund balances --ending $ 83,869.67 $ 83,869.67 $ 86,027.12 See Independent Auditors' Report. Variance with Final Budget - Positive (Negative) $ (403.84) (403.84) (403.84) 2,561.29 2,561.29 2,157.45 $ 2,157.45 0 ~ City of Cape Girardeau Park Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Budgeted Amounts Original Final Actual Amounts REVENUES Intergovernmental $ 1,470,000.00 $ 1,470,000.00 $ Investment revenue 136.26 Total revenues 1,470,000.00 1,470,000.00 136.26 EXPENDITURES Capital outlay Capital Improvement Projects 1,470,000.00 1,470,000.00 4,210.12 Total capital outlay 1,470,000.00 1,470,000.00 4,210.12 Total expenditures 1,470,000.00 1,470,000.00 4,210.12 Excess (deficiency) of revenues over (under) expenditures (4,073.86) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 18,107.82 Total other financing sources and uses and special items 18,107.82 Net change in fund balances 14,033.96 Fund balances --beginning 10,365.28 10,365.28 10,365.28 Fund balances --ending $ 10,365.28 $ 10,365.28 $ 24,399.24 See Independent Auditors' Report. Variance with Final Budget - Positive (Negative) $ (1,470,000.00) 136.26 (1,469,863.74) 1,465,789.88 1,465,789.88 1,465,789.88 (4,073.86) 18,107.82 18,107.82 14,033.96 $ 14,033.96 0 !Jl City of Cape Girardeau Community Development Block Grant Projects Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 Budgeted Amounts Original Final Actual Amounts REVENUES I ntergovemmental $ $ $ (24,325.13) Investment revenue 495.18 Total revenues (23,829.95) EXPENDITURES Current: Development Services 4,500.00 (22,624.28) Total current 4,500.00 __ (22,624.28) Debt service: Interest 500.00 133.29 Total debt service 500.00 133.29 Total expenditures 5,000.00 (22,490.99) Excess (deficiency) of revenues over (under) expenditures (5,000.00) (1,338.96) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 212.98 Transfers out (2,246.00) Total other financing sources and uses and special items (2,033.02) Net change in fund balances (5,000.00) (3,371.98) Fund balances -beginning 38,180.46 38,180.46 38,180.46 Prior period adjustment 1,000.00 Fund balances --ending $ 38,180.46 $ 33,180.46 $ 35,808.48 See Independent Auditors' Report. Variance with Final Budget - Positive (Negative) $ (24,325.13) 495.18 __ (23,829.95) 27,124.28 27,124.28 366.71 366.71 27,490.99 3,661.04 212.98 (2,246.00) (2,033.02) 1,628.02 $ 1,628.02 City of Cape Girardeau Transportation Sales Tax Trust Fund IV Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 4,574,400.00 $ 4,574,400.00 $ 4,706,917.11 $ 132,517.11 Intergovernmental 176,000.00 176,000.00 30,000.00 (146,000.00) Investment revenue 25,000.00 25,000.00 23,937.94 (1,062.06) Total revenues 4,775,400.00 4,775,400.00 4,760,855.05 (14,544.95) EXPEN DITU RES Current Development Services 73,100.00 153,100.00 146,276.51 6,823.49 Total current 73,100.00 153,100.00 146,276.51 6,823.49 0 Capital outlay: 0\ Capital improvement projects 3,808,500.00 3,808,500.00 3,149,169.30 659,330.70 Total capital outlay 3,808,500.00 3,808,500.00 3,149,169.30 659,330.70 Total expenditures 3,881,600.00 3,961,600.00 3,295,445.81 666,154.19 Excess (deficiency) of revenues over (under) expenditures 893,800.00 813,800.00 1,465,409.24 651,609.24 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 260,000.00 260,000.00 260,000.00 Total other financing sources and uses and special items 260,000.00 260,000.00 260,000.00 Net change in fund balances 1,153,800.00 1,073,800.00 1,725,409.24 651,609.24 Fund balances --beginning (738,088.73) (738,088.73) (738,088.73) Fund balances --ending $ 415,711.27 $ 335,711.27 $ 987,320.51 $ 651,609.24 See Independent Auditors' Report. o -.J City of Cape Girardeau Park Storm Water Sales Tax Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 REVENUES Taxes Investment revenue Total revenues EXPENDITURES Current: Parks and Recreation Total current Capital outlay: Parks and Recreation Total capital outlay Total expenditures Excess (deficiency) of revenues over (under) expenditures OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers out Total other financing sources and uses and speCial items Net change in fund balances Fund balances --beginning Fund balances --ending Budgeted Amounts Original $ 1,191,250.00 1,250.00 1,192,500.00 50,000.00 50,000.00 50,000.00 1,142,500.00 (1,128,044.00) (1,128,044.00) 14,456.00 340,798.61 $ 355,254.61 Final $ 1,191,250.00 1,250.00 1,192,500.00 39,770.50 39,770.50 39,770.50 1,152,729.50 (1,233,473.50) (1,233,473.50) (80,744.00) 340,798.61 $ 260,054.61 See Independent Auditors' Report. Actual Amounts $ 1,215,390.99 10,687.27 1,226,078.26 8,875.19 8,875.19 8,875.19 1,217,203.07 (1,097,172.54) (1,097,172.54) 120,030.53 340,798.61 $ 460,829.14 Variance with Final Budget - Positive (Negative) $ $ 24,140.99 9,437.27 33,578.26 (8,875.19) (8,875.19) 39,770.50 39,770.50 30,895.31 64,473.57 136,300.96 136,300.96 200,774.53 200,774.53 City of Cape Girardeau Park Storm Water Sales Tax~Capital Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 3,573,750.00 $ 3,573,750.00 $ 3,646,172.91 $ 72,422.91 Investment revenue 12,500.00 12,500.00 35,913.50 23,413.50 Total revenues 3,586,250.00 3,586,250.00 3,682,086.41 95,836.41 EXPENDITURES Debt service: Administrative charges 4,000.00 4,000.00 2,873.75 1,126.25 Interest 531,532.00 531,532.00 531,531.26 0.74 Principal 1,955,000.00 1,955,000.00 1,955,000.00 Total debt service 2,490,532.00 2,490,532.00 2,489,405.01 1,126.99 0 00 Capital outlay: Parks and Recreation 290,800.00 290,800.00 246,644.14 44,155.86 Total capital outlay 290,800.00 290,800.00 246,644.14 44,155.86 Total expenditures 2,781,332.00 2,781,332.00 2,736,049.15 45,282.85 Excess (deficiency) of revenues over (under) expenditures 804,918.00 804,918.00 946,037.26 141,119.26 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 115,417.08 115,417.08 Asset disposition 2,775.00 2,775.00 Transfers out (804,918.00) (804,918.00) 804,918.00 Total other financing sources and uses and special items (804,918.00) (804,918.00) 118,192.08 923,110.08 Net change in fund balances 1,064,229.34 1,064,229.34 Fund balances --beginning 1,705,316.21 1,705,316.21 1,705,316.21 Fund balances --ending $ 1,705,316.21 $ 1,705,316.21 $ 2,769,545.55 $ 1,064,229.34 See Independent Auditors' Report. 0 '-0 City of Cape Girardeau Housing Development Grants Statement of Revenues. Expenditures. and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Budgeted Amounts Original Final Actual Amounts REVENUES Intergovernmental $ $ $ 183,631.94 Investment revenue 11.78 Total revenues 183,643.72 EXPENDITURES Current: Development Services 275,000.00 252,108.68 Total current 275,000.00 252,108.68 Debt service: Interest 1,500.00 1,305.69 Total debt service 1,500.00 1,305.69 Total expenditures 276,500.00 253,414.37 Excess (deficiency) of revenues over (under) expenditures (276,500.00) (69,770.65) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 35,000.00 36,983.92 Total other financing sources and uses and special items 35,000.00 36,983.92 Net change in fund balances (241,500.00) (32,786.73) Fund balances -beginning (19,103.14) (19,103.14) (19,103.14) Fund balances --ending $ (19,103.14) $ (260,603.14) $ (51,889.87) See Independent Auditors' Report. Variance with Final Budget - Positive (Negative) $ 183,631.94 11.78 183,643.72 22,891.32 22,891.32 194.31 194.31 23,085.63 206,729.35 1,983.92 1,983.92 208,713.27 $ 208,713.27 City of Cape Girardeau FAU Grant Projects Statement of Revenues, Expenditures, and Changes In Fund Balances -. Budget and Actual For the Year Ended June 30,2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ $ $ 67,274.81 $ 67,274.81 Investment revenue 816.20 816.20 Miscellaneous 1,679.73 1,679.73 Total revenues 69,770.74 69,770.74 EXPENDITURES Capital outlay: Capital Improvement Projects 165,000.00 172,628.14 (7,628.14) Total capital outlay 165,000.00 172,628.14 (7,628.14) Debt service: Interest 2,000.00 1,543.59 456.41 Total debt service 2,000.00 1,543.59 456.41 0 Total expenditures 167,000.00 174,171.73 (7,171.73) Excess (deficiency) of revenues over (under) expenditures (167,000.00) (104,400.99) 62.599.01 Net change in fund balances (167,000.00) (104,400.99) 62,599.01 f Fund balances -beginning 163,897.25 163,897.25 163,897.25 Fund balances -ending $ 163,897.25 $ (3,102.75) $ 59,496.26 $ 62,599.01 See Independent Auditors' Report. City of Cape Girardeau Sewer Statement of Revenues, Expenditures, and Changes In Fund Balances· Budget and Actual For the Year Ended June 3D, 2013 Variance with Budgeted Amounts Final Budget· Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ $ $ $ Residential charges 4,760,000.00 4,760,000.00 4,764,705.70 4,705.70 Commercial charges 2,745,000.00 2,745,000.00 2,629,964.65 (115,035.35) Other fees and charges 130,000.00 130,000.00 129,728.30 (271.70) Internal charges 15,763.93 15,763.93 Miscellaneous 833.96 833.96 Investment revenue 55,768.00 55,768.00 149,155.70 93,387.70 Total revenues 7,690,768.00 7,690,768.00 7,690,152.24 (615.76) EXPENDITURES Current: Contractual services 401,656.00 407,004.78 266,339.40 140,665.38 General operating expenses 425,516.00 425,516.00 448,789.13 (23,273.13) Internal service expense 206,045.00 206,045.00 179,994.43 26,050.57 Material and supplies 530,440.00 537,110.92 640,867.76 (103,756.84 ) Personnel services 1,751,273.00 1,711,103.96 1,590,462.61 120,641.35 Special projects expense 18,000.00 18,000.00 7,796.73 10,203.27 Total current 3,332,930.00 3,304,780.66 3,134,250.06 170,530.60 Debt service: Administrative charges 81,533.00 81,533.00 83,118.29 (1,585.29) Interest 1,850,453.00 1,850,453.00 189,055.43 1,661,397.57 Issuance cost 247,019.10 (247,019.10) Principal 1,618,478.00 1,618,478.00 2,288,500.00 (670,022.00) Total debt service 3,550,464.00 3,550,464.00 2,807,692.82 742,771.18 Capital outlay: Capital Improvement Projects 60,000,000.00 60,000,000.00 58,730,266.06 1,269,733.94 Equipment 233,450.00 270,666.01 807,442.25 (536,776.24) Other Capital Expenditures 4,400,000.00 4,400,000.00 16,849.45 4,383,150.55 Total capital outlay 64,633,450.00 64,670,666.01 59,554,557.76 5,116,108.25 Total expenditures 71,516,844.00 71,525,910.67 65,496,500.64 6,029,410.03 Excess (deficiency) of revenues over (under) expenditures (63,826,076.00) (63,835,142.67) (57,806,348.40) 6,028,794.27 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 278,661.00 2,761,275.00 2,783,081.28 21,806.28 Connection fees 75,000.00 75,000.00 91,505.58 16,505.58 Special assessments 3,536.00 3,536.00 3,526.89 (9.11) Asset disposition 36,100.00 36,100.00 83,717.55 47,617.55 Bond proceeds 64,000,000.00 64,000,000.00 18,297,714.09 (45,702,285.91 ) Transfers out Total other financing sources and uses and special items 64,393,297.00 ---ss.s75,911.00 21,259,545.39 (45,616,365.61 ) Net change in fund balances 567,221.00 3,040,768.33 (36,546,803.01 ) (39,587,571.34) Fund balances -beginning 906,508.14 906,508.14 906,508.14 Prior period adjustment 5,563.86 5,563.86 Fund balances -ending $ 1,473,729.14 $ 3,947,276.47 $ (35,634,731.01) $ (39,582,007.48) See Independent Auditors' Report. City of Cape Girardeau Water Statement of Revenues, Expenditures, and Changes in Fund Balances" Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget" Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ $ $ $ Residential charges 3,857,000.00 3,857,000.00 3,972,988.44 115,988.44 Commercial charges 2,657,000.00 2,657,000.00 2,612,630.50 (44,369.50) Other fees and charges 185,000.00 185,000.00 242,740.08 57,740.08 Miscellaneous 16,080.00 16,080.00 58,273.42 42,193.42 Investment revenue 50,000.00 50,000.00 93,298.30 43,298.30 Total revenues 6,765,080.00 6,765,080.00 6,979,930.74 214,850.74 EXPENDITURES Current: Contractual services 2,673,318.00 2,678,318.00 2,690,322.92 (12,004.92) General operating expenses 369,506.00 370,506.00 373,868.71 (3,362.71) Internal service expense 122,718.00 122,718.00 132,312.20 (9,594.20) Material and supplies 1,492,681.00 1,450,519.13 1,108,690.44 341,828.69 N Personnel services 291,053.00 291,053.00 240,046.57 51,006.43 Special projects expense 1,200,000.00 1,200,000.00 267,368.19 932,631.81 Total current 6,149,276.00 6,113,114.13 4,812,609.03 1,300,505.10 Debt service: Administrative charges 470.00 470.00 287.38 182.62 Interest 510,181.00 510,181.00 292,465.63 217,715.37 Issuance cost 722.00 (722.00) Principal 2,360,000.00 2,360,000.00 2,360,000.00 Total debt service 2,870,651.00 2,870,651.00 2,653,475.01 217,175.99 Capital outlay: Capital Improvement Projects 350,000.00 330,000.00 480,364.55 (150,364.55) Equipment 255,832.00 312,060.54 292,594.09 19,466.45 Other Capital Expenditures 5,284,300.00 5,284,300.00 53.37 5,284,246.63 Total capital outlay 5,890,132.00 5,926,360.54 773,012.01 5,153,348.53 Total expenditures 14,910,059.00 14,910,125.67 8,239,096.05 6,671,029.62 Excess (deficiency) of revenues over (under) expenditures (8,144,979.00) (8,145,045.67) (1,259,165.31) 6,885,880.36 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 4,631,281.00 4,631,281.00 1,106,181.00 (3,525,100.00) Investment revenue 231.00 231.00 179.00 (52.00) Special assessments 1,064.00 1,064.00 723.77 (340.23) Asset disposition 90,000.00 90,000.00 125,401.56 35,401.56 Total other financing sources and uses and special items 4,722,576.00 4,722,576.00 1,232,485.33 (3,490,090.67) Net change in fund balances (3,422,403.00) (3,422,469.67) (26,679.98) 3,395,789.69 Fund balances --beginning 6,742,213.89 6,742,213.89 6,742,213.89 Prior period adjustment Fund balances --ending $ 3,319,810.89 $ 3,319,744.22 $ 6,715,533.91 $ 3,395,789.69 See Independent Auditors' Report. City of Cape Girardeau Solid Waste Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 Variance with Budgeted Amounts Final Budget- Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ 15,882.00 $ 15,882.00 $ $ (15,882.00) Residential charges 2,291,320.00 2,291,320.00 2,312,441.39 21,121.39 Commercial charges 34,500.00 34,500.00 33,162.77 (1,337.23) Transfer station charges 985,750.00 985,750.00 824,080.97 (161,669.03) Other fees and charges 87,000.00 87,000.00 91,769.33 4,769.33 Miscellaneous 110,000.00 110,000.00 52,589.01 (57,410.99) Investment revenue 15,000.00 15,000.00 14,929.58 (70.42) Total revenues 3,539,452.00 3,539,452.00 3,328,973.05 (210,478.95) EXPENDITURES Current: Contractual services 1,349,593.00 1,355,877.20 1,225,859.69 130,017.51 General operating expenses 33,326.00 33,326.00 42,803.19 (9,477.19) Internal service expense 312,131.00 312,131.00 359,422.42 (47,291.42) \.;j Material and supplies 280,364.00 272,425.46 266,509.55 5,915.91 Personnel services 1,122,805.00 1,122,805.00 1,070,476.74 52,328.26 Special projects expense 55,250.00 50,564.00 48,653.81 1,910.19 Total current 3,153,469.00 3,147,128.66 3,013,725.40 133,403.26 Debt service: Administrative charges 500.00 500.00 261.25 238.75 Interest 65,007.00 65,007.00 40,569.66 24,437.34 Principal 212,508.00 212,508.00 212,508.06 (0.06) Total debt service 278,015.00 278,015.00 253,338.97 24,676.03 Capital outlay: Equipment 2,600.00 2,600.00 16,416.00 (13,816.00) Other capital expenditures 14,000.00 10,890.00 3,110.00 Total capital outlay 2,600.00 16,600.00 27,306.00 (10,706.00) Total expenditures 3,434,084.00 3,441,743.66 3,294,370.37 147,373.29 Excess (deficiency) of revenues over (under) expenditures 105,368.00 97,708.34 34,602.68 (63,105.66) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in Asset disposition 28,098.00 28,098.00 Total other financing sources and uses and special items 28,098.00 28,098.00 Net change in fund balances 105,368.00 97,708.34 62,700.68 (35,007.66) Fund balances --beginning 483,456.45 483,456.45 483,456.45 Fund balances --ending $ 588,824.45 $ 581,164.79 $ 546,157.13 $ (35,007.66) See Independent Auditors' Report. City of Cape Girardeau Golf Course Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES User fees $ 445,200.00 $ 445,200.00 $ 437,708.82 $ (7,491.18) Concession revenues 36,000.00 36,000.00 38,369.68 2,369.68 Miscellaneous 1,156.83 1,156.83 Investment revenue 500.00 500.00 633.30 133.30 Total revenues 481,700.00 481,700.00 477,868.63 (3,831.37) EXPENDITURES Current: Contractual services 22,318.00 33,489.69 20,613.45 12,876.24 General operating expenses 9,390.00 9,390.00 8,717.24 672.76 Internal service expense 51,817.00 51,817.00 39,321.96 12,495.04 ~ Material and supplies 105,927.00 118,355.31 110,732.88 7,622.43 Personnel services 379,370.00 390,370.00 390,940.84 (570.84) Special projects expense 9,700.00 9,700.00 5,316.25 4,383.75 Total current 578,522.00 613,122.00 575,642.62 37,479.38 Debt service: Interest 7,790.00 7,790.00 7,790.07 (0.07) Principal 29,476.00 29,476.00 29,476.49 (0.49) Total debt service 37,266.00 37,266.00 37,266.56 (0.56) Capital outlay: Other capital expenditures Total capital outlay Total expenditures 615,788.00 650,388.00 612,909.18 37,478.82 Excess (deficiency) of revenues over (under) expenditures (134,088.00) (168,688.00) (135,040.55) 33,647.45 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 134,088.00 166,088.00 127,361.33 (38,726.67) Asset disposition 10,071.22 10,071.22 Total other financing sources and uses and special items 134,088.00 166,088.00 137,432.55 (28,655.45) Net change in fund balances (2,600.00) 2,392.00 4,992.00 Fund balances -beginning 14,593.18 14,593.18 14,593.18 Fund balances --ending $ 14,593.18 $ 11,993.18 $ 16,985.18 $ 4,992.00 See Independent Auditors' Report. City of Cape Girardeau Softball Complex Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ $ $ $ User fees 314,957.00 314,957.00 301,954.88 (13,002.12) Concession revenues 79,560.00 79,560.00 75,677.97 (3,882.03) Miscellaneous 11,083.00 11,083.00 6,098.58 (4,984.42) Investment revenue 400.00 400.00 579.63 179.63 Total revenues 406,000.00 406,000.00 384,311.06 (21,688.94) EXPENDITURES Current: Contractual services 31,821.00 31,821.00 27,343.64 4,477.36 General operating expenses 3,143.00 3,143.00 3,202.52 (59.52) Internal service expense 35,208.00 35,208.00 35,025.70 182.30 Vl Material and supplies 154,936.00 182,136.00 160,008.63 22,127.37 Personnel services 617,858.00 617,858.00 608,864.77 8,993.23 Special projects expense 73,383.00 73,383.00 55,445.25 17,937.75 Total current 916,349.00 943,549.00 889,890.51 53,658.49 Debt service: Interest 6,025.00 6,025.00 6,072.81 (47.81) Principal 18,351.00 18,351.00 18,351.42 (0.42) Total debt service 24,376.00 24,376.00 24,424.23 (48.23) Capital outlay: Other Capital Expenditures 29,260.00 43,346.95 (14,086.95) Total capital outlay 29,260.00 43,346.95 (14,086.95) Total expenditures 940,725.00 997,185.00 957,661.69 39,523.31 Excess (deficiency) of revenues over (under) expenditures (534,725.00) (591,185.00) (573,350.63) 17.834.37 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 534,725.00 561,925.00 575,037.68 13,112.68 Asset disposition 6,660.00 6,660.00 Transfers out (3,417.95) (3,417.95) Total other financing sources and uses and special items 534,725.00 561,925.00 578,279.73 16,354.73 Net change in fund balances (29,260.00) 4,929.10 34,189.10 Fund balances -beginning 3,146.57 3,146.57 3,146.57 Fund balances -ending $ 3,146.57 $ (26,113.43) $ 8,075.67 $ 34.189.10 See Independent Auditors' Report. City of Cape Girardeau Information Technology Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intemal charges $ 570,000.00 $ 570,000.00 $ 570,000.00 $ Investment revenue 1,250.00 1,250.00 1,461.20 211.20 Total revenues 571,250.00 571,250.00 571,461.20 211.20 EXPENDITURES Current: Contractual services 138,478.00 461,093.00 488,883.01 (27,790.01) General operating expenses 4,600.00 6,100.00 5,765.12 334.88 Material and supplies 89,415.00 173,415.00 128,295.71 45,119.29 Personnel services 235,001.00 235,001.00 224,002.60 10,998.40 Total current 467,494.00 875,609.00 846,946.44 28,662.56 0\ Capital outlay: Equipment 118,909.00 393,269.00 291,988.19 101,280.81 Total capital outlay 118,909.00 393,269.00 291,988.19 101,280.81 Total expenditures 586,403.00 1,268,878.00 1,138,934.63 129,943.37 Excess (deficiency) of revenues over (under) expenditures (15,153.00) (697,628.00) (567,473.43) 130,154.57 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 682,475.00 682,475.00 Total other financing sources and uses and special items 682,475.00 682,475.00 Net change in fund balances (15,153.00) (15,153.00) 115,001.57 130,154.57 Fund balances --beginning 185,588.79 185,588.79 185,588.79 Fund balances --ending $ 170,435.79 $ 170,435.79 $ 300,590.36 $ 130,154.57 See Independent Auditors' Report. City of Cape Girardeau Fleet Management Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Internal charges $ 1,237,500.00 $ 1,237,500.00 $ 1,256,872.90 $ 19,372.90 Miscellaneous Investment revenue 4,555.00 4,555.00 4,690.30 135.30 Total revenues 1,242,055.00 1,242,055.00 1,261,563.20 19,508.20 EXPEN DITU RES Current: Contractual services 236,916.00 236,916.00 202,784.76 34,131.24 General operating expenses 4,850.00 4,850.00 2,312.77 2,537.23 -....l Internal service expense 5,697.00 5,697.00 5,697.00 Material and supplies 330,591.00 418,191.00 426,622.89 (8,431.89) Personnel services 647,383.00 647,383.00 620,351.14 27,031.86 Total current 1,225,437.00 __ 1,313,037.00 1,257,768.56 55,268.44 Debt service: Interest 95.55 (95.55) Total debt service 95.55 (95.55) Capital outlay: Equipment 17,500.00 17,500.00 17,500.00 Other capital expenditures 5,800.00 (5,800.00) Total capital outlay 17,500.00 17,500.00 5,800.00 11,700.00 Total expenditures 1,242,937.00 1,330,537.00 1,263,664.11 66,872.89 Excess (deficiency) of revenues over (under) expenditures (882.00) (88,482.00) (2,100.91) 86,381.09 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Asset disposition 15,342.00 15,342.00 17,448.90 2,106.90 Transfers out (15,342.00) (15,342.00) (15,343.59) (1.59) Total other financing sources and uses and special items 2,105.31 2,105.31 Net change in fund balances (882.00) (88,482.00) 4.40 88,486.40 Fund balances --beginning 73,451.82 73,451.82 73,451.82 Fund balances --ending $ 72,569.82 $ (15,030.18) $ 73,456.22 $ 88,486.40 See Independent Auditors' Report. City of Cape Girardeau Fringe Benefits Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Internal charges $ 3,415,775.00 $ 3,415,775.00 $ 3,675,132.34 $ 259,357.34 Miscellaneous 240.53 240.53 Investment revenue 15,000.00 15,000.00 35,293.96 20,293.96 Total revenues __ 3_,430,775.00 3,430,775.00 3,710,666.83 279,891.83 EXPENDITURES Current: Contractual services 3,430,775.00 3,430,775.00 2,954,574.70 476,200.30 Total current 3,430,775.00 3,430,775.00 2,954,574.70 476,200.30 00 Total expenditures 3,430,775.00 3,430,775.00 2,954,574.70 476,200.30 Excess (deficiency) of revenues over (under) expenditures 756,092.13 756,092.13 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers out (168,066.00) (168,066.00) (86,352.64) 81,713.36 Total other financing sources and uses and special items (168,066.00) (168,066.00) (86,352.64) 81,713.36 Net change in fund balances (168,066.00) (168,066.00) 669,739.49 837,805.49 Fund balances --beginning 1,909,226.95 1,909,226.95 1,909,226.95 Fund balances --ending $ 1,741,160.95 $ 1,741,160.95 $ 2,578,966.44 $ 837,805.49 See Independent Auditors' Report. City of Cape Girardeau Risk Management Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30,2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Internal charges $ 557,000.00 $ 557,000.00 $ 550,728.45 $ (6,271.55) Investment revenue 18,750.00 18,750.00 21,990.24 3,240.24 Total revenues 575,750.00 575,750.00 572,718.69 (3,031.31) EXPENDITURES Current: Contractual services 544,650.00 544,650.00 193,263.99 351,386.01 General operating expenses 28,600.00 28,600.00 27,167.67 1,432.33 Material and supplies 2,500.00 2,500.00 2,500.00 Total current 575,750.00 \0 575,750.00 220,431.66 355,318.34 Total expenditures 575,750.00 575,750.00 220,431.66 355,318.34 Excess (deficiency) of revenues over (under) expenditures 352,287.03 352,287.03 Net change in fund balances 352,287.03 352,287.03 Fund balances -beginning 1,458,760.88 1,458,760.88 1,458,760.88 Fund balances -ending $ 1,458,760.88 $ 1,458,760.88 $ 1,811,047.91 $ 352,287.03 See Independent Auditors' Report. City of Cape Girardeau Equipment Replacement Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Internal charges $ 304,089.00 $ 304,089.00 $ 307,616.54 $ 3,527.54 Investment revenue 13,750.00 13,750.00 16,793.79 3,043.79 Total revenues 317,839.00 317,839.00 324,410.33 6,571.33 EXPENDITURES Current: Material and supplies 7,981.09 (7,981.09) Total current 7,981.09 (7,981.09) Debt service: Interest 1,450.00 1,450.00 1,450.00 tv Principal 40,000.00 40,000.00 40,000.00 0 Total debt service 41,450.00 41,450.00 41,450.00 Capital outlay: Equipment 178,200.00 253,050.00 226,979.26 26,070.74 Total capital outlay 178,200.00 253,050.00 226,979.26 26,070.74 Total expenditures 219,650.00 294,500.00 276,410.35 18,089.65 Excess (deficiency) of revenues over (under) expenditures 98,189.00 23,339.00 47,999.98 24,660.98 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in Asset disposition 3,800.00 3,800.00 23,078.76 19,278.76 Transfers out Total other financing sources and uses and special items 3,800.00 3,800.00 23,078.76 19,278.76 Net change in fund balances 101,989.00 27,139.00 71,078.74 43,939.74 Fund balances --beginning 1,088,542.34 1,088,542.34 1,088,542.34 Fund balances --ending $ 1,190,531.34 $ 1,115,681.34 $ 1,159,621.08 $ 43,939.74 See Independent Auditors' Report. City of Cape Girardeau Riverfront Region Economic Development Statement of Revenues, Expenditures, and Changes in Fund Balances -Budget and Actual For the Year Ended June 30, 2013 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ $ $ $ Investment revenue 1,836.95 1,836.95 Total revenues 1,836.95 1,836.95 EXPENDITURES Current: Development Services 235,000.00 255,000.00 253,248.36 1,751.64 Interest 20.16 (20.16) Principal Total current 235,000.00 255,000.00 253,268.52 1,731.48 N Capital outlay: Capital Improvement Projects Total capital outlay Total expenditures 235,000.00 255,000.00 253,268.52 1,731.48 Excess (deficiency) of revenues over (under) expenditures (235,000.00) (255,000.00) (251,431.57) 3,568.43 Net change in fund balances (235,000.00) (255,000.00) (251,431.57) 3,568.43 Fund balances --beginning 243,035.62 243,035.62 243,035.62 Fund balances --ending $ 8,035.62 $ (11,964.38) $ (8,395.95) $ 3,568.43 See Independent Auditors' Report. ANNUAL FEDERAL FINANCIAL COMPLIANCE SECTION BEUSSINK, HEY, ROE & STRODER, L.L.C. DEBRA BEUSSINK EUDY, CPA EVERETT E. HEY, CPA JERRYW. ROE, CPA Certified Public Accountants 16 South Silver Springs Road Cape Girardeau, Missouri 63703 Telephone (573) 334-7971 Facsimile (573) 334-8875 JEFFREY C. STRODER, CPA SCOTT J. ROE, CPA DAVID E. PRASANPHANICH, CPA INDEPENDENT AUDITORS' REPORT ON COMPLIANCE FOR EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY OMB CIRCULAR A-I33 Honorable Mayor and Members of the City Council City of Cape Girardeau, Missouri Report on Compliance for Each Major Federal Program We have audited the City of Cape Girardeau, Missouri's compliance with the types of compliance requirements described in the OMB Circular A-133 Compliance Supplement that could have a direct and material effect on each of the City of Cape Girardeau, Missouri's major federal program for the year ended June 30, 2013. The City of Cape Girardeau, Missouri's major federal program is identified in the summary of auditors' results section of the accompanying Schedule of Findings and Questioned Costs. Management's Responsibility Management is responsible for compliance with the requirements of laws, regulations, contracts, and grants applicable to its federal program. Auditors' Responsibility Our responsibility is to express an opinion on compliance for the City of Cape Girardeau, Missouri's major federal program based on our audit of the types of compliance requirements referred to above. We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standard, issued by the Comptroller General of the United States; and OMB Circular A-I33, Audits of States, Local Governments, and Non-Profit Organizations. Those standards and OMB Circular A-I33 require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to above that could have a direct and material effect on a major federal program occurred. An audit includes examining, on a test basis, evidence about the City of Cape Girardeau, Missouri's compliance with those requirements and performing such other procedures as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion on compliance for the major federal program. However, our audit does not provide a legal determination of the City of Cape Girardeau, Missouri's compliance. 122 Opinion on the Major Federal Program In our opinion, the City of Cape Girardeau, Missouri complied, in all material respects, with the types of compliance requirements referred to above that could have a direct and material effect on its major federal program for the year ended June 30, 2013. Report on Internal Control Over Compliance Management of the City of Cape Girardeau, Missouri is responsible for establishing and maintaining effective internal control over compliance with the types of compliance requirements referred to above. In planning and performing our audit of compliance, we considered the City of Cape Girardeau, Missouri's internal control over compliance with the types of requirements that could have a direct and material effect on a major federal program to determine the auditing procedures that are appropriate in the circumstances for the purpose of expressing an opinion on compliance for its major federal program and to test and report on internal control over compliance in accordance with OMB Circular A-133, but not for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, we do not express an opinion on the effectiveness of the City of Cape Girardeau, Missouri's internal control over compliance. A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. Our consideration of internal control over compliance was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies. We did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of OMB Circular A-133. Accordingly, this report is not suitable for any other purpose. BEUSSINK, HEY, ROE & STRODER, L.L.C. Cape Girardeau, Missouri December 31,2013 123 BEUSSINK, HEY, ROE & STRODER, L.L.C. DEBRA BEUSSINK EUDY, CPA EVERETT E. HEY, CPA JERRY W. ROE, CPA Certified Public Accountants 16 South Silver Springs Road Cape Girardeau, Missouri 63703 Telephone (573) 334-7971 Facsimile (573) 334-8875 JEFFREY C. STRODER, CPA SCOTT J. ROE, CPA DAVID E. PRASANPHANICH, CPA INDEPENDENT AUDITORS' 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 Honorable Mayor and Members of the City Council City of Cape Girardeau, Missouri We have audited, in accordance with the 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 Cape Girardeau, Missouri as of and for the year ended June 30, 2013, and the related notes to the financial statements, which collectively comprise the City of Cape Girardeau, Missouri's basic financial statements, and have issued our report thereon dated December 31, 2013. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the City of Cape Girardeau, Missouri's internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City of Cape Girardeau, Missouri's internal control. Accordingly, we do not express an opInIon on the effectiveness of the City of Cape Girardeau, Missouri's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct misstatements on a timely basis. A material weakness is a deficiency, or combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the City's financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. 124 Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or, significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. Compliance and Other Matters As part of obtaining reasonable assurance about whether the City of Cape Girardeau, Missouri's financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity'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 entity's internal control and compliance. Accordingly, this communication is not suitable for any other purpose. BEUSSINK, HEY, ROE & STRODER, L.L.C. ~, ~I ~ ,t ~, I..L.C. Cape Girardeau, Missouri December 3 1, 2013 125 City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended June 30, 2013 Federal CFDA Program Federal Grantor/Pass-Through Grantor Program Title Number Number Disbursements U.S. DEPARTMENT OF DEFENSE: Loan of DOD Property (non-cash) 12. N/A $ 100,000 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT: Passed Through Missouri Department of Economic Development- Community Development Block Grants/ State's Program and Non-Entitlement 14.228 2004-ND-05 $ 20,400 Grants in Hawaii 2010-DT-OI 87,451 $ 107,851 Passed Through Missouri Department of Social Services - Emergency Shelter Grants Program 14.231 EROl640905 $ 9,746 Passed Through Missouri Housing Development Commission 13-709-E 31,839 41,585 Passed Through Missouri Housing Development Commission - Home Investment Partnerships Program 14.239 M-Il-SG-29-0100 87,611 TOTAL U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT $ 237,047 U.S. DEPARTMENT OF JUSTICE: Passed Through Missouri Department of Public Safety - Violence Against Women Formula Grants 16.588 2010-VAWA-091-0S $ 34,292 Bulletproof Vest Partnership Program 16.607 N/A 3,779 Passed Through the City of Poplar Bluff, Missouri - Passed through the Southeast Missouri Drug Task Force- Public Safety Partnership and Community Policing Grants 16.710 N/A 7,829 ARRA -Edward Byrne Memorial Justice Assistance Grant Program/Grants to Units of Local Governments 16.804 2009-SB-B9-2229 $ 15,204 2011-DJ-BX-2958 31,136 2012-DJ-BX-0197 27,315 73,655 TOTAL U.S. DEPARTMENT OF JUSTICE $ 119,555 The Accompanying Notes to Schedule of Expenditures of Federal Awards Are an Integral Part of This Report. 126 City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended June 30,2013 Federal CFDA Program Federal GrantorlPass-Through Grantor Program Title Number Number U.S. DEPARTMENT OF TRANSPORTATION: Passed Through Missouri Department of Transportation - Airport Improvement Program 20.106 12-077A-l Highway Planning and Construction 20.205 JOI0767A DP-1503(003) $ SRTS-NI-H300(502) DP-1500(020) STP-1500(021 ) SRTS-INF-H280( 1 06) SRTS-INF-H31 H( 1 03) State and Community Highway Safety 20.600 12-PT -02-028 $ 13-PT -02-128 12-SA-09-002 13-SA-09-002 12-CP-09-00 I l3-CP-09-00 I 13-0P-05-003 13-0P-05-008 Alcohol Open Container Requirements 20.607 12-154-AL-029 $ 13-154-AL-025 12-154-AL-083 12-154-AL-031 TOTAL U.S. DEPARTMENT OF TRANSPORTATION ENVIRONMENTAL PROTECTION AGENCY: Passed Through Missouri Department of Natural Resources - Capitalization Grants for Clean Water State Revolving Funds (I) 66.458 C295531-01 $ C295531-02 C295531-03 Passed Through Missouri Environmental Improvement and Energy Resources Authority - Brownfields Assessment and Cleanup Cooperative Agreements 66.818 N/A TOT AL ENVIRONMENTAL PROTECTION AGENCY The Accompanying Notes to Schedule of Expenditures of Federal Awards Are an Integral Part of This Report. 127 Disbursements $ 24,013 1,458,462 5,891 50,324 5,794 21,680 15.824 1,557,975 6,898 2,145 12,682 39,250 86,257 55,501 2,294 229 205,256 2,364 2,103 795 1,013 6,275 $ 1,793,519 18,050,714 242,000.00 5,000.00 $ 18,297,714 1,763 $ 18,299.477 City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended June 30, 2013 Federal Grantor/Pass-Through Grantor Program Title US. DEPARTMENT OF ENERGY ARRA -Energy Efficiency and Conservation Block Grant Program (EECBG) Federal CFDA Number 81.128 US. DEPARTMENT OF HEALTH AND HUMAN SERVICES: Passed Through the Community Caring Counsel - Substance Abuse and Mental Health Services- Projects of Regional and National Significance 93.243 U.S. DEPARTMENT OF HOMELAND SECURITY: Passed Through Missouri State Emergency Management Agency - Disaster Grants -Public Assistance (Presidentially Declared Disasters) 97.036 Assistance to Firefighters Grant 97044 Passed Through Missouri State Emergency Management Agency -Citizen Community Resilience Innovation Challenge 97.053 Passed Through Missouri State Emergency Management Agency -Homeland Security Grant Program 97067 Law Enforcement Officer Reimbursement Agreement Program 97.090 TOTAL US. DEPARTMENT OF HOMELAND SECURITY TOT AL FEDERAL AWARDS (I) Identified major program. Program Number G 10-EECBG-02-097939524 SDA42070104 #FEMA-1980-DR-MO EMW-2011-FO-06441 EMW-2011-SS-00003 20 I O-SS-TO-0039 HSTS0208HSLR050 The Accompanying Notes to Schedule of Expenditures of Federal Awards Are an Integral Part of This Report. 128 Disbursements $ 4,419 $ 2,296 $ 9,000 54,618 2,808 22,107 $ 27,374 $ 115,907 $ 20672 220 City of Cape Girardeau, Missouri NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL A WARDS Year Ended June 30, 2013 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES A. Purpose of Schedule and Reporting Entity: The accompanying Schedule of Expenditures of Federal Awards has been prepared to comply with OMB Circular A-I33. This circular requires a Schedule of Expenditures of Federal Awards showing total expenditures for each federal financial assistance program as identified in the Catalog of Federal Domestic Assistance (CFDA) and identification of programs that have not been assigned a CFDA number as ""Other Federal Assistance". The schedule includes all expenditures of federal awards administered by the City. B. Basis of Presentation: The Schedule is presented in accordance with OMB Circular A-I33, which defines federal financial assistance"' ... assistance that non-federal entities receive or administer in the form of grants, loans, loan guarantees, property (including donated surplus property), cooperative agreements, interest subsidies, insurance, food commodities, direct appropriations, and other assistance, but does not include amounts received as reimbursement for services rendered to individuals." C. Basis of Accounting: The Schedule is presented on the modified accrual basis of accounting, which recognizes expenditures when liabilities for goods and services are incurred. This is the same basis of accounting presented in the financial statements. 129 City of Cape Girardeau, Missouri SCHEDULE OF FINDINGS AND QUESTIONED COSTS For the Year Ended June 30, 2013 l. SUMMARY OF AUDITORS' RESULTS: Financial Statements Type of Auditors' report issued: Unqualified Internal control over financial reporting: • Material weaknesses identified? • Significant deficiencies identified that are not considered to be material weaknesses? Noncompliance material to financial statements noted? Federal Awards Internal control over major programs: • Material weaknesses identified? • Significant deficiencies identified that are not considered to be material weaknesses? __ yes X no __ yes X none reported __ yes X no __ yes X no __ yes X none reported Type of Auditors' report issued on compliance for major programs: Unqualified Any audit findings disclosed that are required to be reported in accordance with Section 51 O(a) of Circular A-133? __ yes 130 X no Identification of major programs. Name of Federal Program CFDA Number 66.458 Capitalization Grants for Clean Water State Revolving Funds Dollar threshold used to distinguish between type A and type B pro grams: Auditee qualified as low-risk auditee: 2. FINANCIAL STATEMENT FINDINGS: $300,000 ~yes __ no No findings or questioned costs were noted that are required to be reported. 3. FEDERAL AWARD FINDINGS AND QUESTIONED COSTS: No findings or questioned costs were noted that are required to be reported. 131 City of Cape Girardeau, Missouri SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS For the Year Ended June 30, 2013 SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS l. FINANCIAL STATEMENT FINDINGS: No Findings were noted that are required to be reported. 2. FEDERAL AWARD FINDINGS AND QUESTIONED COSTS: No Federal findings were reported in the prior year. 132