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HomeMy WebLinkAbout2014-2015.AuditReport CITY OF CAPE GIRARDEAU, MISSOURI Cape Girardeau, Missouri For the Year Ended June 30, 2015 ANNUAL FINANCIAL REPORT 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 4-20 BASIC FINANCIAL STATEMENTS GOVERNMENT-WIDE FINANCIAL STATEMENTS STATEMENT OF NET POSITION 21-22 STATEMENT OF ACTIVITIES 23-24 FUND FINANCIAL STATEMENTS GOVERNMENTAL FUNDS FINANCIAL STATEMENTS BALANCE SHEET 25-26 RECONCILIATION OF THE BALANCE SHEET OF GOVERNMENTAL FUNDS TO THE STATEMENT OF NET POSITION 27 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES 28 RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES 29 PROPRIETARY FUNDS FINANCIAL STATEMENTS STATEMENT OF NET POSITION 30-31 STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET POSITION 32 STATEMENT OF CASH FLOWS 33-34 FIDUCIARY FUNDS FINANCIAL STATEMENTS STATEMENT OF NET POSITION 35 NOTES TO BASIC FINANCIAL STATEMENTS 36-79 REQUIRED SUPPLEMENTAL INFORMATION STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GENERAL 80 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – AIRPORT 81 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PARK & RECREATION 82 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – CASINO REVENUE 83 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – TRANSPORTATION SALES TAX TRUST FUND III 84 NOTES TO BUDGETARY COMPARISON SCHEDULES 85-88 SUPPLEMENTAL INFORMATION STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – CONVENTION AND TOURISM 89 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – DOWNTOWN BUSINESS DISTRICT 90 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – HEALTH 91 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – MOTOR FUEL TAX 92 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – CAPITAL IMPROVEMENT SALES TAX – WATER SYSTEM IMPROVEMENTS 93 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – TRANSPORTATION SALES TAX TRUST FUND 94 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – CAPITAL IMPROVEMENT SALES TAX – SEWER SYSTEM IMPROVEMENTS 95 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – TRANSPORTATION SALES TAX TRUST FUND II 96 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – FIRE SALES TAX 97 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PUBLIC SAFETY TRUST 98 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – DEBT SERVICE 99 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GENERAL CAPITAL IMPROVEMENTS 100 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – STREET CAPITAL IMPROVEMENTS 101 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PARK CAPITAL IMPROVEMENTS 102 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – COMMUNITY DEVELOPMENT BLOCK GRANT PROJECTS 103 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGE IN FUND BALANCES – BUDGET AND ACTUAL – TRANSPORTATION SALES TAX TRUST FUND IV 104 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PARK STORM WATER SALES TAX 105 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PARK STORM WATER SALES TAX - CAPITAL 106 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – HOUSING DEVELOPMENT GRANTS 107 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – STP-URBAN GRANT PROJECT 108 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – SEWER 109 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – WATER 110 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – SOLID WASTE 111 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GOLF COURSE 112 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – SPORTING COMPLEXES 113 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – INFORMATION TECHNOLOGY 114 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – FLEET MANAGEMENT 115 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – EMPLOYEE BENEFITS 116 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – WORKER’S COMPENSATION 117 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GENERAL EQUIPMENT REPLACEMENT 118 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL – RIVERFRONT REGION ECONOMIC DEVELOPMENT 119 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL – PUBLIC SAFETY TRUST FUND II 120 SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS – GENERAL DIVISION 121 SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS – POLICE DIVISION 122 SCHEDULE OF CHANGES IN THE NET PENSION LIABILILTY AND RELATED RATIOS – FIRE DIVISION 123 SCHEDULE OF EMPLOYER CONTRIBUTIONS 124 ANNUAL FEDERAL FINANCIAL COMPLIANCE SECTION INDEPENDENT AUDITORS’ REPORT ON COMPLIANCE FOR EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY OMB CIRCULAR A-133 125-126 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 127-128 SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 129-131 NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 132 SCHEDULE OF FINDINGS AND QUESTIONED COSTS 133-136 SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS 137 1 INDEPENDENT AUDITORS’ REPORT Honorable Mayor and Members of the City Council City of Cape Girardeau, Missouri Report on the Financial Statements 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, as of and for the year ended June 30, 2015, and the related notes to the financial statements, which collectively comprise the City of Cape Girardeau, Missouri’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 from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the City’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. 2 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, 2015, 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 20 and 80 through 88 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 3 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 basic 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 February 11, 2016, on our consideration of the City of Cape Girardeau, Missouri’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City of Cape Girardeau, Missouri’s internal control over financial reporting and compliance. BEUSSINK, HEY, ROE & STRODER, L.L.C. Cape Girardeau, Missouri February 11, 2016 REQUIRED SUPPLEMENTARY INFORMATION CITY OF CAPE GIRARDEAU, MISSOURI 4 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, 2015. 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 The assets and deferred outflows of the City of Cape Girardeau exceeded its liabilities at the close of the most recent fiscal year by $314,152,314.44 (net position). Of this amount, $66,798,537.76 (unrestricted net position) may be used to meet the City’s ongoing obligations to citizens and creditors. As of the close of the current fiscal year, the City of Cape Girardeau’s governmental funds reported combined ending fund balances of $41,841,251.33. Approximately 6.5 percent of this total amount, $2,731,862.99 is available for spending at the government’s discretion (unassigned fund balance). At the end of the current fiscal year, the unassigned fund balance for the general fund was $2,731,862.99 or 9.8 percent of total general fund expenditures and transfers. At the end of the current fiscal year, general fund balance reserved for emergencies was $4,481,729.00 or 16.1 percent of total general fund expenditures and transfers. o The City of Cape Girardeau’s fixed assets increased $21,238,439.27 during the year. Net fixed asset additions of $34,667,410.27 were made during the year. Depreciation for the current fiscal year reduced fixed assets by $13,428,971.00. The City of Cape Girardeau’s total long-term debt increased by $4,486,443.67 (4.6 percent) during the current fiscal year. During the year the City received disbursements totaling $12,156,055.49 from loans through the state revolving loan program. These loans are being used to fund costs related to current construction at the new wastewater treatment plant and continuation of the City’s Inflow & Infiltration reduction program. Regularly scheduled principal payments and amortization of bond premiums / discounts resulted in outstanding long-term debt being reduced by $7,669,611.82. 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 position presents information on all the City’s assets, deferred outflows, and liabilities, with the difference between the total of assets and deferred outflows and liabilities reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the City is improving or deteriorating. The statement of activities presents information showing how the City’s net position changed during the most recent fiscal year. All changes in the net position 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 5 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 21 to 24 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. The City of Cape Girardeau maintains 35 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 presented as supplemental information. The basic governmental fund financial statements can be found on pages 25 to 29 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 6 The basic proprietary fund financial statements can be found on pages 30 to 34 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 36 of this report. Government-wide Financial Analysis As noted earlier, net position may serve over time as a useful indicator of a government’s financial position. The City of Cape Girardeau’s assets and deferred outflows exceeded its liabilities by $314,152,314.44, an increase of $32,696,487.29 (11.6%). The City’s net investment in capital assets (land, buildings, machinery, and equipment less related outstanding debt used to acquire those assets) of $239,112,508.66 makes up 76.1% of the City’s net position. This net investment increased $12,560,122.42 (5.5%) 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. In 2008, the Main Street Levee and Improvement District and the North Main Street Levee and . Improvement District transferred a floodwall to the City. During the current year this asset was recorded as a prior period adjustment at $11,122,485.37, its June 30, 2014 book value. This significantly impacted the City’s net investment in capital assets 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 (2.6 percent) represents 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 $80,692.87 (1.0%) more than the previous year. The remaining balance of net assets ($66,798,537.76) is unrestricted and may be used to meet the City’s ongoing obligations to citizens and creditors. This reflects a $20,055,672.00 (42.9%) increase over the previous year. This increase was significantly impacted by an $8,898,304 prior period adjustment to record the City’s 6/30/14 pension related net assets as required by the implementation of GASB Statement No. 68. 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 Position Governmental Business-type Activity Activities Total 2015 2014 2015 2014 2015 2014 Current and other assets 57,778,805.60 47,529,113.40 23,929,757.64 22,439,925.27 81,708,563.24 69,969,038.67 Capital assets 182,283,980.73 170,953,665.64 162,700,700.04 152,792,575.86 344,984,680.77 323,746,241.50 Total assets 240,062,786.33 218,482,779.04 186,630,457.68 175,232,501.13 426,693,244.01 393,715,280.17 Deferred outflows 2,566,023.73 - 354,020.27 - 2,920,044.00 - Long-term liabilities 15,508,515.52 18,294,510.68 81,907,076.53 76,235,517.62 97,415,592.05 94,530,028.30 Current liabilities 6,160,909.27 6,350,267.09 11,884,472.25 11,379,157.63 18,045,381.52 17,729,424.72 Total liabilities 21,669,424.79 24,644,777.77 93,791,548.78 87,614,675.25 115,460,973.57 112,259,453.02 Net position: Invested in capital assets, Net of related debt 163,824,387.91 152,494,072.82 75,288,120.75 74,058,313.42 239,112,508.66 226,552,386.24 Restricted 5,074,186.02 5,189,433.15 3,167,082.00 2,971,142.00 8,241,268.02 8,160,575.15 Unrestricted 52,060,811.34 36,154,495.30 14,737,726.42 10,588,370.46 66,798,537.76 46,742,865.76 Total net position 220,959,385.27 193,838,001.27 93,192,929.17 87,617,825.88 314,152,314.44 281,455,827.15 CITY OF CAPE GIRARDEAU, MISSOURI 7 Governmental Activities. Governmental activities increased the City of Cape Girardeau’s net position by $8,804,214.65 (compared to $9,566,579.31 in the previous fiscal year), thereby accounting for 65.5 percent of the total growth in the net position of the City. Governmental activities accounted for 55.4% of its $15,906,316.04 increase in unrestricted net position. City of Cape Girardeau's Change in Net Assets Governmental Business-type activities activities Total 2015 2014 2015 2014 2015 2014 Revenues: Program revenue: Charges for service 4,860,707.25 4,844,836.93 17,538,252.57 17,847,281.93 22,398,959.82 22,692,118.86 Operating grants and contributions 1,553,178.28 1,013,113.77 1,020.00 14,168.11 1,554,198.28 1,027,281.88 Capital grants and contributions 2,089,054.24 2,069,419.05 1,566,030.12 386,732.41 3,655,084.36 2,456,151.46 General revenues: Property taxes 2,228,303.05 2,188,736.30 - - 2,228,303.05 2,188,736.30 Sales taxes 27,690,472.08 26,698,005.01 - - 27,690,472.08 26,698,005.01 Other taxes 13,578,026.97 13,312,931.00 - - 13,578,026.97 13,312,931.00 Other 759,386.03 146,748.95 335,904.03 320,676.33 1,095,290.06 467,425.28 Special item - - - - - - Total revenues 52,759,127.90 50,273,791.01 19,441,206.72 18,568,858.78 72,200,334.62 68,842,649.79 Expenses: Administrative 3,100,622.60 3,184,373.73 - - 3,100,622.60 3,184,373.73 Capital Improvements 973,033.38 610,145.55 - - 973,033.38 610,145.55 Development Services 5,854,606.64 6,294,240.09 - - 5,854,606.64 6,294,240.09 Interest and other costs 617,889.91 723,040.06 - - 617,889.91 723,040.06 Parks and Recreation 5,127,838.00 5,130,026.42 - - 5,127,838.00 5,130,026.42 Public Safety 13,903,548.61 13,560,885.70 - - 13,903,548.61 13,560,855.70 Public Works 8,199,066.78 8,034,915.59 - - 8,199,066.78 8,034,915.59 Sewer - - 8,125,842.41 6,542,500.17 8,125,842.41 6,542,500.17 Water - - 7,831,517.08 6,994,762.21 7,831,517.08 6,994,762.21 Solid Waste - - 3,257,215.29 3,557,378.36 3,257,215.29 3,557,378.36 Golf Course - - 679,453.56 701,911.73 679,453.56 701,911.73 Sporting Complexes - - 1,095,071.90 1,084,071.29 1,095,071.90 1,084,071.29 Total expenses 37,776,605.92 37,537,627.14 20,989,100.24 18,880,623.76 58,765,706.16 56,418,250.90 Increase in net position before transfers 14,982,521.98 12,736,163.87 (1,547,893.52) (311,764.98) 13,434,628.46 12,424,398.89 Transfers (6,178,307.33) (3,169,587.56) 6,178,307.33 3,169,587.56 - - Increase in net position 8,804,214.65 9,566,576.31 4,630,413.81 2,857,822.58 13,434,628.46 12,424,398.89 Net position-beginning of year 193,838,001.27 184,473,693.33 87,617,825.88 84,707,960.69 281,455,827.15 269,181,654.02 Prior period adjustments 18,317,169.35 (202,268.37) 944,689.48 52,042.61 19,261,858.83 (150,225.76) Net position-end of year 220,959,385.27 193,838,001.27 93,192,929.17 87,617,825.88 314,152,314.44 281,455,827.15 CITY OF CAPE GIRARDEAU, MISSOURI 8 Activity in the following revenue and expense items should be noted for the current fiscal year: Revenues from governmental activities • Charges for service were $15,870.32 (0.3%) more the previous year. During the current year, administrative and parks and recreation revenues increased $119,783.35 (7.0%) and $116,413.53 (7.8%), respectively, over the previous year. Included in this year’s administrative revenue was a $155,693.25 distribution from a bankruptcy case regarding unpaid lease payments and a $44,752.36 (5.5%) decline from the previous year’s municipal court-related revenues. The major impacts to parks and recreation revenues were increases of $41,875.80 (18.5%), $59,295.44 (12.4%), and $65,459.92 (71.7%) over the previous revenues associated with the Osage Center, Cape Splash, and internal revenues from salaries charged out to various capital projects. The increase in Osage Center revenue reflected increased activity over the previous year while Cape Splash revenue reflected May 2015 rate increases. During the current year, development service, public safety, and public works revenues declined $166,023.73 (11.2%), $14,593.94 (14.7%), and $39,708.89 (73.6%), respectively, from the previous year. Development service revenues from the Cape Girardeau Regional Airport decreased $136,217.04 (17.5%) from the previous year. During the current year, special event fees decreased $145,520.38 as a result of not having an air show. Decreases of revenue from the airport’s FBO operations of $13,758.54 (3.8%) were offset with increases of revenue from leases at the airport of $22,541.80 (9.0%). Remaining development service revenue declined $29,806.69 (4.2%) from the previous year. Changes to public safety and public works revenues mainly resulted from changes in fire protection fees and internal revenues from services provided by public works. • Operating grants and contributions were $540,064.51 (53.3%) more than the previous year. Almost all of this increase related to a pass-through grant to Southeast Missouri State University for a business incubator project. • Capital grants and contributions increased $19,635.19 (.9%) from the previous year. During the current year the city received grants and contributions totaling $61,217.90, $471,291.15, $826,225.87, $501,249.15, $44,161.91 and $80,626.79 for a t-hangar/taxiway project at its airport, park trail projects, the business infrastructure project, various street projects, two safe routes to school projects, and various public safety equipment purchases, respectively. In the prior year, the City received $616,769.10, $113,377.45, $57,278.13, $973,401.84, $118,578.18 and $105,253.66, respectively, for these items. • Property tax revenue was $39,566.75 (1.8%) more than the previous year. Assessed values finalized by the board of equalization increased $9,748,607 (2.0%) and $4,740,694 (4.3%) for real estate and personal property, respectively. New construction of $7,899,480 was included in the real estate increase. The City’s general tax levy rate remained the same as the previous year during the current year. • Sales tax revenue was 52.5% of the total revenue during the current year versus 53.1% in the previous year. This year’s revenue was $992,467.07 (3.7%) more than the previous year. From fiscal year ending June 30, 2011 through fiscal year ending June 30, 2015, sales tax revenue, adjusted for new taxes, had annual growth rates of 2.0%, 4.9%, 4.6%, 0.7% and 3.7%, respectively. • Other taxes increased $265,095.97 (2.0%) from the previous year. Gaming taxes, motor fuel taxes, convention and tourism taxes, and liquor licenses grew $199,760.25 (6.1%), $48,541.56 (3.4%), $116,601.92 (5.8%) and $3,193.54 (4.6%), respectively. Franchise taxes, merchant licenses, and cigarette taxes declined $58,929.72 (1.2%), $35,792.97 (2.6%) and $8,278.61 (4.7%), respectively, from the previous year. • Gaming revenue received by the general fund increased $67,924.52 (2.1%) over the previous year, while gaming revenue received by the riverfront development fund increased $131,835.73 (233.3%) over the previous year. This was the first full year of revenue for the riverfront development fund. CITY OF CAPE GIRARDEAU, MISSOURI 9 Revenues from governmental activities (continued) • Ameren paid 71.5% of the total franchise tax collected during the year based on its electricity and natural gas revenues. During the current year, Ameren paid $61,754.72 (1.7%) less than the previous year. Payments received on electricity and natural gas sales decreased $43,819.97 (1.6%) and $17,934.75 (2.2%), respectively, from the previous year. Average monthly electric and natural gas rates were 1.2% more and 1.5% less, respectively, during the current year when compared to the previous year. • During the current year, the City received payments in lieu of gross receipt franchise taxes totaling $662,260.80 from its water and sewer funds. This was $20,060.98 (2.9%) less than the previous year. There were no changes to the sewer and water rates during the current year. Sewer and water utility revenues were 2.6% and 2.3% less than the previous year. • Franchise tax paid during the current year by the City’s telecommunication and cable TV service providers increased $5,951.16 (1.9%) and $16,934.82 (4.0%), respectively, from the previous year. • The increase in the convention and tourism taxes was comprised of increases of $48,727.93 (7.2%) and $67,873.99 (5.1%) to revenues from the hotel / motel and restaurant taxes, respectively, over the previous year. • Other revenue, which increased $612,637.08 (417.5%) from the previous year to $759,386.03, was comprised of unrestricted grants and contributions, investment earnings, and gain (loss) on sales of assets, which totaled $52,801.35, $607,557.43, and $99,027.25, respectively, during the current year. These revenues grew (declined) $(5,573.37) (9.5%), $86,253.87 (16.5%), and $531,956.58 (122.9%), respectively, from the previous year. During the previous year, the City sold 18 acres from its business park at a loss of $472,425.48. This site will be used as a regional distribution center by Pepsi MidAmerica. Expenses from governmental activities • Total government activities expenses increased $238,978.78 (.6%) over the previous year. Personnel costs accounted for 50.2% of the total governmental activity expenses. Operating expenses and interest and other costs accounted for 48.2% and 1.6% of the total governmental activity expenses, respectively. 26.0% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses increased $514,426.63 (3.8%) during the current year, while benefit expenses decreased $108,498.46 (2.7%). Operating expenses and interest and other costs decreased $61,799.24 (.3%) and $105,150.15 (14.5%) during the current year. Full-time, part-time, and overtime salaries increased $434,372.81 (3.7%), $24,574.59 (2.4%), and $55,479.23 (7.6%), respectively, over the previous year during the current year. The current year included a 2.0% beginning of the year wage increase and a May 1, 2015 wage increase at an estimated cost of $92,707.00 to implement a new pay plan. The cost of providing retirement benefits was $147,842.32 less this year from the previous year. During the current year, the City implemented GASB 68, a new accounting principle related treatment of pension expenses. The current year’s pension expense was reduced by $203,476.51 as a result of this implementation. Vehicle fuel expense decreased $104,265.45 (21.4%) from the previous year during the current year as a result of significantly lower fuel prices. Administrative, development services, parks and recreation, public safety, and public works vehicle fuel expenses were reduced $722.19 (19.8%), $8,412.31 (22.8%), $13,725.90 (20.3%), $60,569.55 (20.5%), and $20,835.50 (24.8%), respectively during the current year. CITY OF CAPE GIRARDEAU, MISSOURI 10 Expenses from governmental activities (continued) • Administrative expenses totaled $3,100,622.60 (8.2% of total government activities) this year, which was $83,751.13 (2.6%) less than the previous year. Personnel costs accounted for 51.6% of the total administrative expenses. 23.2% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses increased $47,155.51 (3.7%) during the current year while benefit expenses decreased $2,317.32 (0.6%). Operating expenses decreased $128,589.32 (8.3%) during the current year. In the previous year, the City spent $55,392.10 to demolish the building that previously housed the Convention and Visitors Bureau to provide additional downtown parking and $47,928.31 for leadership training for its department leaders and community partners. Only $2,009.17 was spent on these items during the current year. Depreciation expense was $35,555.25 (8.4%) less than the previous year during the current year. • Development services expenses totaled $5,854,606.64 (15.5% of total government activities) this year, which was $439,633.45 (7.0%) less than the previous year. Personnel costs accounted for 36.3% of the total development services expenses. 23.7% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses increased $81,101.32 (4.6%) during the current year, while benefit expenses decreased $49,647.83 (9.2%). Operating expenses decreased $471,086.94 (11.8%) during the current year. In the previous year, the City spent $191,746.12 from the airport fund on costs related to an air show and $1,293,080.64 from its convention and tourism taxes to pay principal and interest on bonds issued by the University to fund construction costs related its River Campus. During the current year, the University returned $19,037.68 of these payments. During the current year, the City spent $92,727.60, $73,000.00, and $47,677.03, respectively, on grant funded runway improvements, preliminary design of improvements to Cape Splash, and a future facility study. Only $12,063.65 was spent on these items in the previous year. Additionally, the City distributed a $500,000.00 pass through grant to the University for its Business Incubator Project and began paying leases for downtown parking and 2 airport fuel trucks at a total cost of $37,000. No costs were incurred on these items in the previous year. The following are other significant operating increases (decreases) over the previous year: Economic development payments from sales tax rebates $98,054.09 (21.0%) increase Support of Old Towne Cape $60,800.00 (152.0%) increase Housing rehab grant related expenses $112,361.28 (114.4%) increase Emergency housing grant related expenses $60,839.36 (25.7%) decrease Convention and Tourism Bureau operating contract $72,612.00 (12.0%) increase • Parks and recreation expenses totaled $5,127,838.00 (13.6% of total government activities) this year, which was $2,188.42 (<.1%) less than the previous year. Personnel costs accounted for 54.0% of the total parks and recreation expenses. 21.3% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses increased $62,359.80 (2.9%) during the current year, while benefit expenses decreased $39,111.19 (6.6%). Operating expenses decreased $25,437.03 (1.1%) during the current year. CITY OF CAPE GIRARDEAU, MISSOURI 11 Expenses from governmental activities (continued) The following are significant operating increases (decreases) over the previous year: Building repairs and maintenance $16,892.15 (48.6%) increase Transaction charges $13,859.14 (97.1%) increase Natural gas at Central Pool $20,686.04 (28.7%) decrease Special events costs $23,590.75 (26.5%) increase Special project costs $16,333.81 (210.9%) increase Legal claims expense $31,957.08 (79.9%) decrease Depreciation expense $56,910.47 (5.7%) decrease • Public safety expenses totaled $13,903,548.61 (36.8% of total government activities) this year, which was $342,662.91 (2.5%) more than the previous year. Personnel costs accounted for 79.2% of the total public safety expenses. 29.2% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary and benefit expenses increased $302,920.14 (4.0%) and $22,778.72 (0.7%), respectively, during the current year. Operating expenses increased $16,964.05 (.6%) during the current year. In the previous year, the City spent $57.589.20 for grant funded paramedic training and testing supplies and $32,227.99 for preliminary design costs for a new police station. Only $52.12 was spent on these two items during the current year. In previous years, medical services to prisoners were provided by City staff. During the second half of this year, this service was contracted to a third party. Amounts paid for this service during the current year was $10,116.37. The following are other significant operating increases (decreases) over the previous year: Ammunition costs $12,307.59 (94.5%) increase Demolition of dangerous buildings $46,083.25 (292.5%) increase Specialized training costs $19,056.85 (79.4%) increase Protective attire $25,415.63 (44.9%) decrease Small equipment $68,732.29 (41.8%) increase • Public works expenses totaled $8,199,066.78 (21.7% of total government activities) this year, which was $164,151.19 (2.0%) more than the previous year. Personnel costs accounted for 14.0% of the total public works expenses. 29.2% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses increased $20,889.86 (2.6%) during the current year, while benefit expenses decreased $40,200.84 (12.2%). Operating expenses increased $183,462.17 (2.7%) during the current year. Severe winter weather resulted in street repair and maintenance and snow and ice removal supply costs increasing $197,645.44 (117.8%) over the previous year. Fleet maintenance costs increased $41,615.47 (22.0%) over the previous year. Depreciation expense was $51,907.37 (0.9%) less than the previous year during the current year. • Capital improvements expenses totaled $973,033.38 this year, which was $362,887.83 (59.5%) more than the previous year. The current year included $745,032.36 in street, curb, and gutter repairs and $167,460.58 for temporary construction easements, professional services, and other costs paid by the City for an Army Corp of Engineer flood wall project. This year’s street, curb, and gutter repair costs were $346,777.40 (87.4%) more than the previous year. The remaining current year costs totaling $60,540.44 represent 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). CITY OF CAPE GIRARDEAU, MISSOURI 12 The illustration above makes it clear that all the governmental activities and business-type activities of the City, with the exception of sewer and solid waste, 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. Revenues by Source – Governmental Activities 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 (52.5%), other taxes (25.7%) and charges for services (9.2%). The City’s general sales tax represents 36.7% of the total sales tax revenue and 46.5% 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 48.1% and 52.8% of the other tax and service charge revenue, respectively. This represents 29.9% and 11.7% of the total general fund revenues, respectively. Business-type activities During the current year, business-type activities increased the net position of the City by $4,630,413.81. During the previous year, these activities increased the City’s net position by $2,857,822.58. Business-type activities before transfers decreased the City’s net position by $1,547,893.52 during the current year. In the previous year, these activities decreased the City’s net position by $311,764.98. During the current year, there were net transfers from the governmental activities to business-type activities of $6,178,307.33. In the previous year, there were net transfers from governmental activities to business- type activities of $3,169,587.56. Transfers of $1,627,500.00 in sales tax revenue and $504,817.85 in general fund revenues to fund bond payments and operating subsidy transfers from the general and parks / storm water sales tax funds totaling $1,195,495.00 were made during the current year. Last year these transfers totaled $1,500,000.00 and $1,065,527.58, respectively. During the current year, capital improvements totaling $975,617.45 were transferred to the sewer and sports complexes funds from the casino revenue and capital project funds. Last year these transfers were $598,869.98 from the capital project funds only. During the current year, the business activities received $73,156.69 of net transfers related to assets transferred to or from other governmental activities. Transfers of $1,532,000 and $269,720.34 were received from the capital improvement sales tax – water and employee fringe benefit funds, respectively, to fund water fund construction projects and special payments to the city’s retirement plan, respectively. - 1,500,000 3,000,000 4,500,000 6,000,000 7,500,000 9,000,000 10,500,000 12,000,000 13,500,000 Administrative Development Serv Parks & Recreation Public Safety Public Works Water Sewer Solid Waste Golf Course Sporting Complexes Expense Revenue Other taxes 25.7% Sales taxes 52.5% Other 1.3% Charge for Service 9.2% Operating grants 3.1% Capital grants 4.0% Property taxes 4.2% Revenues for governmental activities CITY OF CAPE GIRARDEAU, MISSOURI 13 The net change in assets before transfers and general revenues in the sewer, water, solid waste, golf, and softball operations totaled $406,551.84, $(1,453,641.15), $84,956.09, $(204,157.44), and $(717,506.89), respectively, this year. This compares to $989,694.25, $(492,495.93), $(185,241.84), $(221,539.12), and (722,858.67), respectively, in the previous year. 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, 2015, the City’s governmental funds reported combined ending fund balances of $41,841,251.33, an increase of $3,451,198.60 (9.0%) from the prior year. Unassigned fund balances, which are available for spending at the City’s discretion, account for $2,731,862.99 (6.5%) of the total fund balances. 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, 2015: (1) $808,551.30 is classified as nonspendable because it is either (a) not in spendable form or (b) legally or contractually required to be maintained intact (2) $32,594,647.87 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) $4,490,647.60 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) $1,215,541.57 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 30, 2015, unassigned fund balance of the general fund was $2,731,862.99, while total fund balance was $7,690,024.95. 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. Unassigned fund balance represents only 9.8% of total general fund expenditures including transfers. However, included in the reserved fund balance is $4,481,729.00, which had been reserved to meet the City Charter’s emergency reserve requirement. This amount represents 16.1% 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 decreased by $699,623.07 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 decrease of $154,438.19. Differences between the amounts reflected in the two statements can be found in the Notes to Budgetary Comparison Schedules found on pages 85 – 88. The original adopted general fund budget for the fiscal year ending June 30, 2015 had expenditures exceeding revenues by $247,419.00. The actual general fund results decreased fund balances by $154,438.19. Significant deviations from this budget are detailed below: o Sales tax revenue was $355,935.85 (3.6%) more than the previous year, which was $138,934.16 (1.4%) more than projected for the adopted budget. The adopted budget projected revenues that were 3.0% above the actual fiscal year ending June 30, 2014 revenues. Actual revenues grew 0.8% during the previous year. Franchise tax revenue was $183,854.08 (3.8%) more than projected for the adopted budget. Franchise taxes from electric utilities, Capital grants 8.3% Charge for Service 90.0% Other 1.7% Revenues for business-type activities CITY OF CAPE GIRARDEAU, MISSOURI 14 natural gas utilities, telecommunications, and cable TV, and the City’s water and sewer service exceeded their budgets by $55,066.86 (2.1%), $106,393.11 (15.1%), $24,070.70 (8.2%) and $24,437.61 (5.9%), respectively. Franchise tax from the City’s water and sewer service were $26,114.20 (3.8%) below their projected budget. During the current year, Ameren paid $61,754.72 (1.7%) less than the previous year. Payments received on electricity and natural gas sales decreased $43,819.97 (1.6%) and $17,934.75 (2.2%), respectively, from the previous year. Average monthly electric and natural gas rates were 1.2% more and 1.5% less, respectively, during the current year when compared to the previous year. Projections used in the current year’s budget had assumed average electric and natural gas usage from the three years ending December 31, 2013 and rates that were in effect on February 1, 2014. During the current year, the City received payments in lieu of gross receipts franchise taxes from its water and sewer funds totaling $662,260.80. This was $20,060.98 (2.9%) less than the previous year. The amount of payments in lieu of franchise taxes projected for the current year’s budget were based on projected sewer and water revenues, which had been based on projected usage from fiscal year ending June 30, 2014 and no sewer or water rate changes. Franchise tax paid during the current year by the City’s telecommunication service providers increased $5,951.16 (1.9%) from the previous year. The amount of projected franchise tax used in the current year’s budget was based on projected revenues for fiscal year ending June 30, 2014. Actual revenue during that year exceeded the projected revenues used in the budget by $18,119.54 (6.1%). Franchise tax paid during the current year by the City’s cable TV service provider increased $16,934.82 (4.0%) from the previous year. The amount of projected franchise tax used in the current year’s budget was based on annualized revenue received during the quarter ended September 30, 2013 plus 3%. Property tax revenue increased $34,611.86 (1.9%) over the previous year and was $43,132.54 (2.4%) more than the projected budget. Assessed values finalized by the board of equalization increased $9,748,607 (2.0%) and $4,740,694 (4.3%) for real estate and personal property, respectively. New construction of $7,899,480 was included in the real estate assessed value increase. The adopted budget for the fiscal year ending June 30, 2015 had assumed 2.0% and 1.0% assessed value growth for real estate and personal property, respectively, and no levy increases. The City’s general tax levy rate did not increase during the current year. Business license revenue decreased $35,936.93 (2.7%) from the previous year and was $56,885.47 (4.2%) less than the projected budget. The adopted budget projected revenues that were 1.5% greater than projected fiscal year ending June 30, 2014 revenues. Actual revenue for fiscal year ending June 30, 2014 was $1,561.17 (0.1%) less than had been assumed by the budget projections. Other license and permit revenue was $11,035.96 (4.4%) more than the previous year but was $13,024.26 (4.7%) less than the projected budget. Intergovernmental revenue exceeded revenue projected for the budget by $224,958.85 (45.6%). This year’s intergovernmental revenue included $88,667.14 in revenues from various public safety capital grants and $172,215.97 for emergency shelter grants. None of these of these revenues had been projected in the current year’s budget. The current budget projected $445,593.00 in grants for operating expenses of public safety. Actual revenue was $37,830.20 (8.5%) less than this amount during the current year and reflected corresponding reductions in grant related expenses. Service charges were $16,262.28 (7.8%) less than the previous year and were $46,813.42 (19.6%) less than projected in the budget. Court costs were $8,145.61 (10.7%) less than the previous year and were $39,231.43 (57.9%) less than projected in the budget. CITY OF CAPE GIRARDEAU, MISSOURI 15 o Fines and forfeits revenue was $36,606.75 (4.9%) less than the previous year and was $317,033.50 (31.0%) less than projected in the budget. The adopted budget for fiscal year ending June 30, 2015 had assumed revenue levels equal to the 9.4% above the actual revenue for fiscal year ending June 30, 2013. The number of traffic cases heard by the municipal court in fiscal year ending June 30, 2015 was 37.8% less than those heard in fiscal year ending June 30, 2013. During the current fiscal year, total expenditures were $259,123.66 (1.2%) more than the original budget. Operating expenditures were $107,288.42 (0.5%) less than their original budget. Actual debt service and capital expenditures exceeded their original budgets by $272,302.22 (174.7%) and $94,109.86 (452.5%). Transfers to other funds for operating subsidies were $990,621.96 (25.9%) more than original budget, and transfers for capital expenditures exceeded their original budgets by $140,798.67 (349.4%). Operating transfers to the public safety trust and solid waste funds exceeded their original budgets by $476,574.11 and $505,000.00, respectively. The original budget had not accounted for the renewal of a fire sales tax, which is required to be transferred to the trust fund, and had not accounted for a transfer to the solid waste fund that was used to repay an advance from the general fund. 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 $2,130,795.30 (8.0%) more than the original adopted budget. The changes that were appropriated by the City Council can be summarized as follows: Administrative – $25,739.54 for costs related to legal advice, unanticipated municipal election, and implementation of pay and benefits study. Development Services – $205,751.49 for costs related to grant funded community assistance expenditures, implementation of pay and benefits study, a parking lot lease, and vehicle purchase. Public Safety – $240,179.49 for grant costs related to various public safety operating grants and the purchase of radios and other equipment; implementation of pay and benefits study; HVAC repairs at Fire Station #1; purchase various items for the School Resource Officers; preliminary costs for an interoperable radio project; and firefighter classes. Parks and Recreation - $27,105.94 to pay for the implementation of pay and benefits study and to purchase various capital items. Public Works – $242,227.00 for the cost of additional street supplies and for the implementation of pay and benefits study. Other Debt - $273,000.00 for the early payoff of a 2006 promissory note. General Fund Transfer to Airport Fund – $100,000.00 to cover operating shortfall. General Fund Transfer to Parks and Recreation Fund – $10,000.00 to cover operating subsidy shortfall. General Fund Transfer to Public Safety Trust Fund - $420,000.00 as required by the Fire Sales Tax. General Fund Transfer to Housing Development Grants Fund – $3,000.00 to cover costs not reimbursed by grants. General Fund Transfer to Sewer Fund - $9,178.78 to purchase 2 vehicles from sewer fund. General Fund Transfer to Water Fund - $9,334.20 to purchase vehicle from water fund. General Fund Transfer to Solid Waste Fund - $505,000.00 to fund the repayment to the general fund of a long-term advance. General Fund Transfer to Sports Complex Fund – $60,000.00 to cover operating subsidy shortfall and $278.86 to purchase vehicle from that fund. CITY OF CAPE GIRARDEAU, MISSOURI 16 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 30, 2015 amounts to $344,984,680.77 (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 Capital Assets Major capital asset events during the current fiscal year included the following: Construction costs totaling $1,308,230.28 on approved transportation sales tax projects were incurred this year. This tax was originally approved to complete a specific list of street construction, street repair and overlay, and sidewalk construction and repair projects. $16,303.34 spent to complete a new 10- unit T-Hangar at the Airport, which was partially funded by MODOT. Department of Transportation funds were used to partially fund the $491,769.32 spent to expand the City’s trail system. $1,171,658.49 in funds received from the Isle of Capri helped improve lighting along Main Street, provide sewer service at the new business park, emergency battery backup for traffic signals, a Powerhouse energy manager for Osage, and various computer equipment and software items. Construction costs totaling $898,359.44 on various water system projects were incurred this year. Major water system improvements included the installation of a new water tank, two new booster pump stations, various water distribution improvements, the addition of water main extensions, and the continuation of the two-inch water main replacement program. Costs totaling $111,540.89 were incurred for sidewalk construction for the safe routes to school program. These costs were almost entirely funded by the Department of Transportation. In April 2008, voters approved a ½ cent sales tax to pay for storm water and park improvement projects. $433,804.50 and $493,950.40 were spent respectively during the current year on these projects. Costs totaling $8,309,659.59 related to the new Wastewater Treatment Plant were incurred this year and funded by the State Revolving Loan Program. Other sewer projects amounted to $3,775,382.64 in capital expenditures during the current year. Projects included a storm water sewer system, a sewer lift station, a wastewater scada upgrade, and continuation of the Inflow & Infiltration reduction program. Work at the new Business Park totaled $2,408,088.11. These projects are still under construction and will include new sewers, streets, water mains, street lights, sidewalks, and storm sewers. Additional information about the City’s capital assets can be found in note D to the financial statements. 3.1% 59.1% 34.7% 3.1% Land Buildings/Equipment Infrastructure Construction in Progress CITY OF CAPE GIRARDEAU, MISSOURI 17 Long-term debt. At the end of the fiscal year, the City of Cape Girardeau had total debt outstanding of $101,688,334.08. Bonded debt outstanding totaling $87,666,458.40 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. Outstanding debt of the City increased by $4,486,443.67 (4.6%) during the year. During the year, the City received disbursements totaling $12,156,055.49 from loans through the state revolving loan program. These loans are being used to fund costs related to current construction at the new wastewater treatment plant and continuation of the City’s Inflow & Infiltration reduction program. Regularly scheduled principal payments and amortization of bond premiums / discounts resulted in outstanding long-term debt being reduced by $7,669,611.82. 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 Activity Activities Total 2015 2014 2015 2014 2015 2014 Notes payable 3,969,933.66 4,770,438.97 - 690,092.88 3,969,933.66 5,460,531.85 Special obligation bonds 1,148,227.65 2,409,586.95 560,538.00 722,446.98 1,708,765.65 3,132,033.93 Revenue bonds 806,300.00 851,000.00 86,860,158.40 77,329,757.73 87,666,458.40 78,180,757.73 Leasehold revenue bonds 8,343,176.37 10,428,566.90 - - 8,343,176.37 10,428,566.90 14,267,637.68 18,459,592.82 87,420,696.40 78,742,297.59 101,688,334.08 97,201,890.41 City of Cape Girardeau's Capital Assets (net of depreciation) Governmental Business-type Activity Activities Total 2015 2014 2015 2014 2015 2014 Land 10,117,070.83 9,523,689.30 649,917.54 647,165.04 10,766,988.37 10,170,854.34 Buildings and system improvements 20,589,455.03 20,783,013.56 1,984,568.59 2,277,877.35 22,574,023.62 23,060,890.91 Improvements other than buildings 19,411,780.52 9,153,015.04 152,069,859.54 87,065,544.71 171,481,640.06 96,218,559.75 Equipment 5,851,220.69 5,579,516.79 3,906,471.15 3,963,959.07 9,757,691.84 9,543,475.86 Infrastructure 119,667,592.25 122,977,025.08 - - 119,667,592.25 122,977,025.08 Construction in progress 6,646,861.41 2,937,405.87 4,089,883.22 58,838,029.69 10,736,744.63 61,775,435.56 Total 182,283,980.73 170,953,665.64 162,700,700.04 152,792,575.86 344,984,680.77 323,746,241.50 CITY OF CAPE GIRARDEAU, MISSOURI 18 Economic Factors and the Next Year’s Budget Residential development increased significantly during the past year. Values of residential permits issued during the year were 60.8% higher than the previous year and were at their highest levels since fiscal year ending June 30, 2007. Commercial development decreased dramatically during the current year. Values of commercial permits issued during the year were 78.4 % lower than the previous year. Last year, commercial development was at its strongest level in the past 25 years. This year’s commercial development was at its lowest levels since fiscal year ending June 30, 2005. Commercial and residential permits valued at $20.2 million and $19.3 million were issued this year. Commercial and residential permits valued at $93.4 million and $12.0 million were issued in the previous year. In the current year, 41 single family residence, 8 two family residence, and 4 apartment building permits totaling $9,225,500, $2,569,000 and $6,375,500, respectively, were issued. In the previous year, 43 single family residence, 2 two family residence, and 1 apartment building permits totaling $9,279,000, $660,000 and $800,000, respectively, were issued. Local employment continues to be stronger than national employment. The Cape Girardeau County unadjusted unemployment rate was only 3.9% in October 2015. Statewide and national unadjusted unemployment rates were 4.3% and 4.8%, respectively, for this month. The unadjusted unemployment rates were 4.5%, 5.1% and 5.5% for the county, state, and nation, respectively, for the previous October. City construction projects and private development provide significant support to local construction employment. Pepsi MidAmerica completed construction of its $3,100,000 distribution center and began hiring. The company expects to produce 74 new jobs. The new center will consist of three structures on an 18 acre site at the City’s new business park and will distribute a wide array of beverages and products from their snacks division. In October 2015, plans were announced to demolish the Drury Lodge and restaurant and replace it with a new 168 room hotel and restaurant. Additionally, a new $11 million convention center will be built on the hotel site. During the year, the following economic development activity took place in Cape Girardeau and its surrounding communities: • Buchheits, a regional retail chain, acquired a 54,000 square foot building to be used as a distribution center. 25 new jobs are expected to be created. • Old Hickory Pits breaks ground for a new facility. 8 new jobs are expected to be created. • Two local manufacturers added lines to their operation that are expected to create 35 new jobs. • Verdesian purchased a 400,000 square foot facility for expansion of its manufacturing operations. 25 new jobs are expected to be created. • Purchase Clinic announced a new sales and customer service office in downtown Cape Girardeau. 12 new professional jobs are expected to be created. Local 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 3.6%, while inflation grew at 0.7%. In the previous year, sales tax revenue from the general sales tax increased .8%, while inflation grew at 1.6 %. The City’s restaurant gross receipt tax and hotel/motel gross receipt tax increased 5.1% and 7.2%, respectively, during the current year. In the previous year, they decreased .2% and increased 1.1%, respectively. Regional Retail Center The City is heavily dependent on sales tax revenue for support of its general fund services. Above average growth of local retail sales can have a positive impact on the City’s ability to fund services in the future. During the year, the following retail development activity took place in Cape Girardeau: Ruler Foods opened its 20,000 square foot store in September 2014. Ruler Foods is a division of Kroger. Wal-Mart opened its 40,000 square foot Wal-Mart Neighborhood Market store at the site of the former Plaza Galleria building on January 28. 2015. Dunkin Donuts announced an expansion of its Cape Girardeau operations, which is expected to create 15 new jobs. CITY OF CAPE GIRARDEAU, MISSOURI 19 Cape Girardeau continues to be a regional retail center for much of Southeast Missouri and Southern Illinois. Since 2012 the City has increased its share of the local retail market. However, it appears that the City’s share of the local retail market may be leveling off. 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 last two years, it appears that the trend of the City increasing its share of the local market may be ending. Local Economic Development In the previous 10 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. Payment made by the City pursuant to these agreements totaled $564,075 during the current year. Payments totaling $2,499,619 have been made since the beginning of these agreements. During the year, the City spent $66,978 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. The City is actively marketing its new 247.43 acre business park site located along I-55 around the LaSalle interchange. This site was purchased in February, 2013 by the Southeast Missouri State University Foundation. The land will be used for future business development and is best suited for distribution centers, light manufacturing, technology- related businesses, and retail development. During the past two years, the City has spent $3,597,486 for road, sidewalk, traffic control, sewer, water, electrical, and natural gas infrastructure at the site. Revenue Limitations 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. Budget for fiscal year ending June 30, 2016 and financial condition The adopted general fund budget for the fiscal year ending June 30, 2016, was projected to produce a $124,379 deficit and included a 1.7% wage increase effective July 1, 2015. Projected revenues used in preparing the budget were based on conservative revenue assumptions. The approved general fund budget projected the use of $138,783 prior year’s unassigned fund balance to increase the emergency reserve fund balance by $14,404 and fund $124,379 in one-time operating expenses. The City’s current financial position has improved substantially during the past five 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 five years. However, it is still less than desirable. Funding of equipment for the general and airport fund excluding police, fire, and various park divisions is still not at desired levels. SALES TAX COMPARISON FY12 FY13 FY14 FY15 Cape Girardeau 42.4% 44.0% 43.8% 43.7% Carbondale 27.4% 26.7% 26.4% 26.1% Jackson 9.6% 9.3% 9.6% 9.6% Perryville 7.2% 7.2% 7.2% 7.4% Sikeston 13.4% 12.8% 13.0% 13.2% 100.0% 100.0% 100.0% 100.0% CITY OF CAPE GIRARDEAU, MISSOURI 20 Requests for Information 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 information provided in this report or requests for additional financial information should be addressed to the Finance Director, City of Cape Girardeau, PO Box 617, Cape Girardeau, MO 63702-0617. BASIC FINANCIAL STATEMENTS Governmental Activities Business-type Activities Total ASSETS Current assets: Pooled cash and investments $ 43,725,724.85 $ 12,568,595.53 $ 56,294,320.38 Cash and cash equivalents 81,238.69 - 81,238.69 Investments 352,050.78 - 352,050.78 Taxes receivable 4,793,019.68 - 4,793,019.68 Utility charges receivable - current - 2,295,883.35 2,295,883.35 Special Assessments receivable 226,044.65 22,089.24 248,133.89 Interest receivable 251.02 239.92 490.94 Other receivables 522,003.82 5,295.47 527,299.29 Notes receivable 184,725.20 - 184,725.20 Motor fuel receivable 115,719.21 - 115,719.21 Grants receivable 319,469.07 - 319,469.07 Inventory 237,368.91 1,264,289.93 1,501,658.84 Prepaid items 306,438.72 37,557.50 343,996.22 Internal balances (210,199.58) 210,199.58 - Total current assets $ 50,653,855.02 $ 16,404,150.52 $ 67,058,005.54 Noncurrent assets: Restricted cash and cash equivalents - 5,903,024.22 5,903,024.22 Utility charges receivable - noncurrent - 408,007.48 408,007.48 Net pension assets 7,124,950.58 1,214,575.42 8,339,526.00 Land 10,117,070.83 649,917.54 10,766,988.37 Buildings 20,589,455.03 1,984,568.59 22,574,023.62 Land Improvements 19,411,780.52 152,069,859.54 171,481,640.06 Equipment 5,851,220.69 3,906,471.15 9,757,691.84 Infrastructure 119,667,592.25 - 119,667,592.25 Construction in process 6,646,861.41 4,089,883.22 10,736,744.63 Total noncurrent assets $ 189,408,931.31 $ 170,226,307.16 $ 359,635,238.47 Total assets $ 240,062,786.33 $ 186,630,457.68 $ 426,693,244.01 Deferred outflows of resources: Deferred outflow related-pensions $ 2,566,023.73 $ 354,020.27 $ 2,920,044.00 Total deferred outflows of resources $ 2,566,023.73 $ 354,020.27 $ 2,920,044.00 Primary Government City of Cape Girardeau Statement of Net Position June 30, 2015 See Accompanying Notes to Basic Financial Statements. Governmental Activities Business-type Activities Total LIABILITIES Current liabilities: Accounts payable $ 1,891,872.92 $ 4,108,863.59 $ 6,000,736.51 Salaries and benefits payable 800,946.03 150,627.54 951,573.57 Interest payable 93,612.57 918,614.95 1,012,227.52 Other liabilites 265,322.81 622,304.70 887,627.51 Estimated claims 381,000.00 - 381,000.00 Due to other governments 1,208.25 66,073.88 67,282.13 Unearned revenues 101,213.85 69,987.59 171,201.44 Current portion of long-term debt Notes payable 350,032.84 - 350,032.84 Revenue bonds payable 45,700.00 5,773,000.00 5,818,700.00 Leasehold revenue bonds payable 2,150,000.00 - 2,150,000.00 Special obligation bonds payable 80,000.00 175,000.00 255,000.00 Total current liabilities $ 6,160,909.27 $ 11,884,472.25 $ 18,045,381.52 Noncurrent liabilities: Estimated landfill post closure costs $ - $ 33,750.00 $ 33,750.00 Notes payable 3,619,900.82 - 3,619,900.82 Revenue bonds payable 760,600.00 81,087,158.40 81,847,758.40 Leasehold revenue bonds payable 6,193,176.37 - 6,193,176.37 Special obligation bonds payable 1,068,227.65 385,538.00 1,453,765.65 Compensated absences payable 1,369,745.68 182,261.13 1,552,006.81 Net OPEB obligation 2,496,865.00 218,369.00 2,715,234.00 Total noncurrent liabilities $ 15,508,515.52 $ 81,907,076.53 $ 97,415,592.05 Total liabilities $ 21,669,424.79 $ 93,791,548.78 $ 115,460,973.57 NET POSITION Net investment in capital assets $ 163,824,387.91 $ 75,288,120.75 $ 239,112,508.66 Restricted for depreciation and replacement - 277,000.00 277,000.00 Restricted for emergency fund 4,953,920.00 2,890,082.00 7,844,002.00 Restricted for Mausoleum 94,846.40 - 94,846.40 Restricted for Operation and Maintenance 25,419.62 - 25,419.62 Unrestricted 52,060,811.34 14,737,726.42 66,798,537.76 Total net position $ 220,959,385.27 $ 93,192,929.17 $ 314,152,314.44 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Statement of Net Position June 30, 2015 Primary Government Functions/Programs Expenses Charges for Services Operating Grants and Contributions Capital Grants and Contributions Governmental Activities Business-type Activities Total Primary government: Governmental activities: Interest and Other Charges $ 617,889.91 $ - $ - $ - $ (617,889.91) $ - $ (617,889.91) Development Services 5,854,606.64 1,318,568.30 1,134,497.28 - (3,401,541.06) - (3,401,541.06) Public Safety 13,870,405.61 84,879.56 394,942.12 80,626.79 (13,309,957.14) - (13,309,957.14) Public Works 8,237,177.71 14,245.00 - 501,249.15 (7,721,683.56) - (7,721,683.56) Parks and Recreation 5,167,102.92 1,614,272.64 23,738.88 7,500.00 (3,521,591.40) - (3,521,591.40) Capital Improvements 973,033.38 - - 1,499,678.30 526,644.92 - 526,644.92 Administrative 3,100,622.60 1,828,741.75 - - (1,271,880.85) - (1,271,880.85) Total governmental activities $ 37,820,838.77 $ 4,860,707.25 $ 1,553,178.28 $ 2,089,054.24 $ (29,317,899.00) $ - $ (29,317,899.00) Business-type activities: Golf Course Fund $ 679,453.56 $ 474,276.12 $ 1,020.00 $ - $ - $ (204,157.44) $ (204,157.44) Sewer Fund 8,125,842.41 7,086,698.62 - 1,445,695.63 - 406,551.84 406,551.84 Solid Waste Fund 3,257,215.29 3,342,171.38 - - - 84,956.09 84,956.09 Sporting Complexes Fund 1,095,071.90 377,565.01 - 44,232.85 - (673,274.04) (673,274.04) Water Fund 7,831,517.08 6,257,541.44 - 120,334.49 - (1,453,641.15) (1,453,641.15) Total business-type activities $ 20,989,100.24 $ 17,538,252.57 $ 1,020.00 $ 1,610,262.97 $ - $ (1,839,564.70) $ (1,839,564.70) Total primary government $ 58,809,939.01 $ 22,398,959.82 $ 1,554,198.28 $ 3,699,317.21 $ (29,317,899.00) $ (1,839,564.70) $ (31,157,463.70) Program Revenues Primary Government See Accompanying Notes to Basic Financial Statements. Net (Expense) Revenue and Changes in Net Position City of Cape Girardeau Statement of Activities For the Year Ended June 30, 2015 Functions/Programs Expenses Charges for Services Operating Grants and Contributions Capital Grants and Contributions Governmental Activities Business-type Activities Total $ 2,228,303.05 $ - $ 2,228,303.05 27,690,472.08 - 27,690,472.08 4,969,829.08 - 4,969,829.08 1,459,353.83 - 1,459,353.83 2,136,403.70 - 2,136,403.70 1,316,019.23 - 1,316,019.23 73,152.38 - 73,152.38 3,623,268.75 - 3,623,268.75 52,801.35 - 52,801.35 607,557.43 256,465.20 864,022.63 99,027.25 79,438.83 178,466.08 (6,134,074.48) 6,134,074.48 - 38,122,113.65 6,469,978.51 44,592,092.16 8,804,214.65 4,630,413.81 13,434,628.46 193,838,001.27 87,617,825.88 281,455,827.15 18,317,169.35 944,689.48 19,261,858.83 $ 220,959,385.27 $ 93,192,929.17 $ 314,152,314.44 Net position - ending See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Statement of Activities For the Year Ended June 30, 2015 Net (Expense) Revenue and Changes in Net Position Program Revenues Primary Government Unrestricted investment earnings Gain or Loss on sale of assets Transfers Total general revenues, special items, and transfers Change in net position Net position - beginning Prior period adjustments Unrestricted grants and contributions General revenues: Property taxes Sales taxes Franchise taxes Motor fuel taxes Convention and tourism taxes Merchant licenses Liquor licenses Other taxes FUND FINANCIAL STATEMENTS General Fund Airport Fund Parks and Recreation Fund Casino Revenue Fund Transportation Sales Tax IV Total Nonmajor Funds Total Governmental Funds LIABILITIES Current liabilities: Accounts payable $ 253,153.18 $ 73,648.46 $ 110,241.64 $ 65,620.72 $ 475,061.21 $ 846,408.59 $ 1,824,133.80 Salaries and benefits payable 563,295.96 20,198.65 101,303.01 - - 4,169.74 688,967.36 Other liabilities 205,643.74 46,996.51 12,871.56 - - (189.00) 265,322.81 Due to other governments 1.63 (0.02) - - - 1,206.64 1,208.25 Payable to other funds - - - - - 321,758.60 321,758.60 Unearned revenues - 1,694.00 98,919.85 - - 600.00 101,213.85 Deferred revenues 232,469.13 - - - - 110,562.94 343,032.07 Total Current liabilities 1,254,563.64 142,537.60 323,336.06 65,620.72 475,061.21 1,284,517.51 3,545,636.74 Noncurrent liabilities: Total Noncurrent liabilities - - - - - - - Total liabilities 1,254,563.64 142,537.60 323,336.06 65,620.72 475,061.21 1,284,517.51 3,545,636.74 FUND BALANCES (DEFICITS) Nonspendable 264,927.10 15,320.52 26,808.64 488,335.00 - 13,160.04 808,551.30 Restricted 4,574,475.40 - - - 8,465,283.81 19,554,888.66 32,594,647.87 Committed - - - 4,490,647.60 - - 4,490,647.60 Assigned 118,759.46 136,403.16 426,796.19 - - 533,582.76 1,215,541.57 Unassigned 2,731,862.99 - - - - - 2,731,862.99 Total fund balances (deficits) 7,690,024.95 151,723.68 453,604.83 4,978,982.60 8,465,283.81 20,101,631.46 41,841,251.33 Total liabilities and fund balances (deficits) $ 8,944,588.59 $ 294,261.28 $ 776,940.89 $ 5,044,603.32 $ 8,940,345.02 $ 21,386,148.97 $ 45,386,888.07 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau-GAAP Balance Sheet Governmental Funds June 30, 2015 General Fund Airport Fund Parks and Recreation Fund Casino Revenue Fund Transportation Sales Tax IV Total Nonmajor Funds Total Governmental Funds ASSETS Current assets: Cash and cash equivalents $ 8,700.00 $ - $ - $ - $ - $ 57,688.30 $ 66,388.30 Pooled cash and investments 5,066,390.33 65,696.62 702,903.82 4,271,737.49 8,489,819.15 19,593,248.42 38,189,795.83 Receivables- Real estate taxes, net 74,992.10 - - - - 15,331.09 90,323.19 Property taxes, net 17,304.98 - - - - 3,242.08 20,547.06 Sales tax 918,093.72 - - - 450,525.87 1,142,918.81 2,511,538.40 Franchise taxes 1,976,759.76 - - - - - 1,976,759.76 Hotel & motel tax - - - - - 193,851.27 193,851.27 Special assessments 132,204.68 - - - - 93,839.97 226,044.65 Other 33,166.56 113,527.06 31,980.41 284,530.83 - 20,232.55 483,437.41 Motor fuel tax - - - - - 74,917.39 74,917.39 Vehicle license fees - - - - - 13,075.65 13,075.65 Motor vehicle sales tax - - - - - 27,726.17 27,726.17 Grants 132,175.28 56,722.74 - - - 130,571.05 319,469.07 Other funds 321,758.60 - - - - - 321,758.60 Inventory 215.48 42,994.34 15,248.02 - - 6,346.18 64,804.02 Prepaid items 125,596.40 15,320.52 26,808.64 - - 13,160.04 180,885.60 Total Current assets 8,807,357.89 294,261.28 776,940.89 4,556,268.32 8,940,345.02 21,386,148.97 44,761,322.37 Noncurrent assets: Advances to other funds 137,230.70 - - 488,335.00 - - 625,565.70 Total Noncurrent assets 137,230.70 - - 488,335.00 - - 625,565.70 Total assets $ 8,944,588.59 $ 294,261.28 $ 776,940.89 $ 5,044,603.32 $ 8,940,345.02 $ 21,386,148.97 $ 45,386,888.07 City of Cape Girardeau-GAAP Balance Sheet Governmental Funds June 30, 2015 See Accompanying Notes to Basic Financial Statements. $41,841,251.33 180,495,539.08 7,049,209.48 9,403,313.56 (180,652.24) (14,267,637.68) (2,400,336.00) (1,324,334.33) 343,032.07 $220,959,385.27 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Reconciliation of Balance Sheet To the Statement of Net Position June 30, 2015 Fund balances of governmental funds Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the governental funds. 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 the individual funds. Their assets and liabilities are included in governmental activities in the statement of net position. Assets, liabilities, and deferred inflows and outflows related to the City's employee retirement plan are reported on a net basis in government activities of the statement of net postion but are not included in the governmental funds because they do require the use of or provide current financial resources. Accrued expenses that are included in governmental activities in the statement of net position are not included in governmental fund because they are not payable from current financial resources. Long-term debt are included in the governmental activities in the statement of net position but not in governmental funds because they are not due and payable in the current period. Non-current net OPEB obiligation included in governmental activities of the statement of net position for employee post-retirement healthcare benefits are not included in governmental funds because they do not require the use of current financial resoruces. Non-current compensated absences payable included in governmental activities of the statement of net position for earned vacation and termination pay do not require the use of current financial resources and are not included in governmental funds. Assets included in governmental activities of the statement of net position that are not available to pay for current- period expenditures are offset by deferred revenues in governmental funds. Net position of governmental activities General Fund Airport Fund Parks and Recreation Fund Casino Revenue Fund Transportation Sales Tax IV Total Nonmajor Funds Total Governmental Funds REVENUES Taxes $ 17,123,365.33 $ - $ - $ 3,268,825.19 $ 4,919,235.94 $ 15,305,563.87 $ 40,616,990.33 Licenses & permits 1,575,202.27 - - - - 2,512.00 1,577,714.27 Intergovernmental 657,732.73 294,582.49 - - 30,000.00 3,575,051.15 4,557,366.37 Charges for services 192,086.58 367,561.78 1,303,203.17 - - 83,502.46 1,946,353.99 Internal charges 939,547.46 - - - - - 939,547.46 Fines and forfeits 704,966.50 - - - - - 704,966.50 Miscellaneous 516,411.67 275,262.97 8,999.26 - - 118,513.03 919,186.93 Investment revenue 80,791.86 353.36 5,381.61 56,196.54 88,979.71 283,994.40 515,697.48 Special assessments 65,351.77 - - - - 18,991.80 84,343.57 Total revenues 21,855,456.17 937,760.60 1,317,584.04 3,325,021.73 5,038,215.65 19,388,128.71 51,862,166.90 EXPENDITURES Current: Administrative 2,462,042.25 - - 92,602.27 - - 2,554,644.52 Capital Improvements - - - - - 348,434.46 348,434.46 Development Services 2,321,508.30 1,456,993.12 - - 277,432.59 1,917,159.62 5,973,093.63 Parks and Recreation 1,664,318.46 - 2,513,244.70 24,079.54 - 66,155.41 4,267,798.11 Public Safety 12,813,726.36 - - 52.12 - 400,264.18 13,214,042.66 Public Works 2,874,265.03 - - - - - 2,874,265.03 Debt service: Administrative charges 477.00 - - - - 8,211.76 8,688.76 Interest 53,719.22 120.09 - 119,401.73 - 481,430.45 654,671.49 Principal 374,000.00 - - 340,598.27 - 3,455,607.04 4,170,205.31 Capital outlay: Administrative 6,981.00 - - 10,713.00 - - 17,694.00 Capital Improvements - - - 966,164.12 2,063,145.38 4,107,754.93 7,137,064.43 Development Services 6,821.22 7,839.39 - 12,576.75 - - 27,237.36 Parks and Recreation 12,165.80 - 3,578.14 51,346.81 - 1,049,737.95 1,116,828.70 Public Safety 72,929.49 - - 24,356.95 - 941,541.37 1,038,827.81 Public Works - - - 115,199.93 - - 115,199.93 Total expenditures 22,662,954.13 1,464,952.60 2,516,822.84 1,757,091.49 2,340,577.97 12,776,297.17 43,518,696.20 Excess (deficiency) of revenues over expenditures (807,497.96) (527,192.00) (1,199,238.80) 1,567,930.24 2,697,637.68 6,611,831.54 8,343,470.70 OTHER FINANCING SOURCES (USES) Transfers out (5,118,472.63) - (3,421.86) (486,002.93) - (12,020,794.88) (17,628,692.30) Transfers in 6,795,999.22 590,727.72 1,272,199.87 260,000.00 260,000.00 5,283,682.59 14,462,609.40 Asset disposition 21,759.38 - 227.61 - - - 21,986.99 Total other financing source (uses) 1,699,285.97 590,727.72 1,269,005.62 (226,002.93) 260,000.00 (6,737,112.29) (3,144,095.91) SPECIAL ITEMS Special payment to employee retirement plan (1,591,411.08) (46,777.72) (62,401.48) - - (1,403.33) (1,701,993.61) Net change in fund balances (699,623.07) 16,758.00 7,365.34 1,341,927.31 2,957,637.68 (126,684.08) 3,497,381.18 Fund balances - beginning 8,405,608.39 138,676.59 464,541.50 3,637,055.29 5,507,646.13 20,236,524.83 38,390,052.73 Prior period adjustment (15,960.37) (3,710.91) (18,302.01) - - (8,209.29) (46,182.58) Fund balances - ending $ 7,690,024.95 $ 151,723.68 $ 453,604.83 $ 4,978,982.60 $ 8,465,283.81 $ 20,101,631.46 $ 41,841,251.33 City of Cape Girardeau Statement of Revenues, Expenditures, and Changes in Fund Balances Governmental Funds For the Year Ended June 30, 2015 $3,497,381.18 Governmental funds report capital outlays as expenditures. In the statement of activities capital outlays are not expensed, but the cost of the outlays are allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which depreciation was more or (less) than capital outlays.(1,051,473.89) 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 the individual funds. Their operations are are included in governmental activities in the statement of activites.(1,326,220.10) Changes in the assets, liabilities, and deferred inflows and outflows related to the City's employee retirement plan that occurred during the current year that do not require current financial resources are reported on the statement of activities but not in the governmental funds.1,905,470.12 Accrued expenses that are reported in the statement of activities are not reported as expenditures in governmental funds becasue they do not require the use of current financial resources.11,819.81 Increases (decreases) in long-term debt are reported as revenues (expenses) in the fund financial statements but are not included in the statement of activities 4,191,955.14 Changes in the net OPEB obligation related to the cost of providing future post-retirement healthcare costs to the City's employees that do not require current financial resources are reported on the statement of activities but not in governmental funds.(40,211.00) Changes in compensated absences payable related to the cost of providing currently earned vacation and termination pay to the City's employees in the future are reported on the statement of activities but not in governmental funds because they do not require the use of current financial resources.(247,622.99) Revenues in the statment of activities that do not provide current financial resources are not reported as revenues in governmental funds. 13,335.38 Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the governental funds.1,849,781.00 $8,804,214.65 City of Cape Girardeau Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances to the Statement of Activities For the Year Ended June 30, 2015 Net change in fund balances - total governmental funds Amounts reported for governmental activities in the statement of net position are different because: Change in net position of governmental activities See Accompanying Notes to Basic Financial Statements. Governmental Activities Sewer Fund Water Fund Solid Waste Fund Golf Course Fund Sporting Complexes Fund Total Enterprise Funds Internal Service Funds ASSETS Current assets: Cash and cash equivalents $ - $ - $ - $ - $ - $ - $ 14,850.39 Pooled cash and investments 5,299,939.42 6,518,664.20 520,302.42 77,169.61 152,519.88 12,568,595.53 5,535,929.02 Investments - - - - - - 352,050.78 Utilities charges - current 1,017,197.83 916,637.54 362,047.98 - - 2,295,883.35 - Special assessments 16,154.84 5,934.40 - - - 22,089.24 - Other 5,384.58 1,163.95 17.70 (908.40) (362.36) 5,295.47 38,566.41 Notes receivable - - - - - - 184,725.20 Interest 239.92 - - - - 239.92 251.02 Inventory - 1,238,238.39 - 5,138.25 20,913.29 1,264,289.93 172,564.89 Prepaid items 19,803.23 8,066.20 6,421.40 314.67 2,952.00 37,557.50 125,553.12 Total current assets $ 6,358,719.82 $ 8,688,704.68 $ 888,789.50 $ 81,714.13 $ 176,022.81 $ 16,193,950.94 $ 6,424,490.83 Noncurrent assets: Rest cash and cash equivalents $ 5,903,024.22 $ - $ - $ - $ - $ 5,903,024.22 $ - Utility charges receivable - noncurrent - - 408,007.48 - - 408,007.48 - Net pensions assets 602,539.67 84,923.80 375,187.29 104,199.85 47,724.81 1,214,575.42 200,565.80 Land 537,677.99 - 112,239.55 - - 649,917.54 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 3,990,932.77 2,419,009.74 3,746,948.70 59,727.93 240,333.75 10,456,952.89 5,547,206.93 Other improvements 141,598,234.75 58,179,364.81 344,022.92 1,972,744.42 1,557,642.35 203,652,009.25 155,653.19 Construction in progress 3,003,227.53 903,723.69 182,932.00 - - 4,089,883.22 - Accumulated depreciation (41,677,396.01) (19,605,797.26) (3,696,374.27) (957,010.20) (767,652.62) (66,704,230.36) (4,005,824.92) Total noncurrent assets $ 122,036,586.92 $ 42,204,871.41 $ 2,556,586.80 $ 1,343,336.80 $ 2,084,925.23 $ 170,226,307.16 $ 1,989,007.45 Total assets $ 128,395,306.74 $ 50,893,576.09 $ 3,445,376.30 $ 1,425,050.93 $ 2,260,948.04 $ 186,420,258.10 $ 8,413,498.28 DEFERRED OUTFLOWS OF RESOURCES Deferred outflows related to the pension plan $ 156,329.70 $ 28,739.92 $ 107,467.30 $ 22,767.95 $ 38,715.40 $ 354,020.27 $ 87,094.95 Total deferred outflows of resources $ 156,329.70 $ 28,739.92 $ 107,467.30 $ 22,767.95 $ 38,715.40 $ 354,020.27 $ 87,094.95 City of Cape Girardeau Statement of Net Position Proprietary Funds June 30, 2015 See Accompanying Notes to Basic Financial Statements. Business-type Activities Governmental Activities Sewer Fund Water Fund Solid Waste Fund Golf Course Fund Sporting Complexes Fund Total Enterprise Funds Internal Service Funds LIABILITIES Current liabilities: Accounts payable $ 3,022,465.78 $ 986,497.81 $ 58,034.44 $ 15,158.32 $ 26,707.24 $ 4,108,863.59 $ 67,739.12 Salaries and benefits payable 58,968.03 8,047.17 28,078.94 17,638.73 37,894.67 150,627.54 24,939.00 Interest payable 711,699.32 206,915.63 - - - 918,614.95 - Other liabilities 278,359.68 221,032.15 110,304.02 12,608.85 - 622,304.70 - Estimated claims payable - - - - - - 381,000.00 Due to other governments 21,460.09 44,613.79 - - - 66,073.88 - Unearned revenues - - - 41,557.11 28,430.48 69,987.59 - Current portion of long-term debt Revenue bonds payable 5,218,000.00 555,000.00 - - - 5,773,000.00 - Special obligation bonds payable - - 175,000.00 - - 175,000.00 - Total current liabilities $ 9,310,952.90 $ 2,022,106.55 $ 371,417.40 $ 86,963.01 $ 93,032.39 $ 11,884,472.25 $ 473,678.12 Noncurrent liabilities: Net OPEB obligation 9,889.00 40,798.00 81,006.00 74,776.00 11,900.00 218,369.00 96,529.00 Compensated absences payable 64,131.87 8,778.22 57,794.47 20,222.62 31,333.95 182,261.13 45,411.35 Advances from other funds - - 488,335.00 70,097.91 67,132.79 625,565.70 - Revenue bonds payable 69,474,532.33 11,612,626.07 - - - 81,087,158.40 - Special obligation bonds payable - - 385,538.00 - - 385,538.00 - Est. landfill post closure cost - - 33,750.00 - - 33,750.00 - Total noncurrent liabilities $ 69,548,553.20 $ 11,662,202.29 $ 1,046,423.47 $ 165,096.53 $ 110,366.74 $ 82,532,642.23 $ 141,940.35 Total liabilities $ 78,859,506.10 $ 13,684,308.84 $ 1,417,840.87 $ 252,059.54 $ 203,399.13 $ 94,417,114.48 $ 615,618.47 NET POSITION Invested in capital assets, net of related debt 40,838,490.70 29,957,129.31 1,216,163.37 1,239,136.95 2,037,200.42 75,288,120.75 1,788,441.65 Restricted for depreciation and replacement 127,000.00 150,000.00 - - - 277,000.00 - Restricted for emergencies 1,647,729.00 908,804.00 333,549.00 - - 2,890,082.00 - Unrestricted 7,078,910.64 6,222,073.86 585,290.36 (43,377.61) 59,063.89 13,901,961.14 6,096,533.11 Total net position $ 49,692,130.34 $ 37,238,007.17 $ 2,135,002.73 $ 1,195,759.34 $ 2,096,264.31 92,357,163.89 $ 7,884,974.76 - - - 835,765.28 $ 93,192,929.17 Difference between business-type adjustments to assets and liabilities. Net position of business-type activities See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Statement of Net Position Proprietary Funds June 30, 2015 Business-type Activities Governmental Activities Sewer Fund Water Fund Solid Waste Fund Golf Course Fund Sporting Complexes Fund Total Enterprise Funds Internal Service Funds OPERATING REVENUES Residential charges $ 4,483,484.08 $ 3,638,807.65 $ 2,387,422.79 $ - $ - $ 10,509,714.52 $ - Commerical charges 2,385,597.02 2,366,191.71 38,624.06 - - 4,790,412.79 - Transfer station charges - - 773,703.75 - - 773,703.75 - Other fees and charges 127,625.40 232,129.88 97,086.10 - - 456,841.38 17,871.49 Concession revenues - - - 32,958.12 53,942.47 86,900.59 - Internal charges 7,454.16 - - - 4,116.00 11,570.16 6,706,502.68 Usage fees - - - 439,974.35 319,224.54 759,198.89 - Miscellaneous 1,367.96 20,412.20 45,334.68 2,363.65 282.00 69,760.49 1,105.53 Total operating revenues $ 7,005,528.62 $ 6,257,541.44 $ 3,342,171.38 $ 475,296.12 $ 377,565.01 $ 17,458,102.57 $ 6,725,479.70 OPERATING EXPENSES Personnel services $ 1,682,310.71 $ 266,256.89 $ 1,091,241.53 $ 385,601.87 $ 597,392.61 $ 4,022,803.61 $ 851,549.40 Materials & supplies 632,171.06 1,006,423.59 229,137.85 110,488.50 170,512.41 2,148,733.41 623,133.14 Contractual services 684,559.21 2,792,341.07 1,103,707.96 47,567.38 58,728.43 4,686,904.05 4,087,881.03 General operating expenses 520,082.84 379,036.67 34,609.41 156.05 1,005.31 934,890.28 62,315.87 Special programs 16,712.04 242,310.87 19,118.05 4,633.93 81,289.68 364,064.57 37,800.00 Internal service expenses 191,366.21 143,086.71 409,110.00 38,702.82 37,513.78 819,779.52 6,439.00 Depreciation 3,247,884.45 1,667,681.22 408,017.21 95,024.20 158,925.41 5,577,532.49 436,661.07 Total operating expenses $ 6,975,086.52 $ 6,497,137.02 $ 3,294,942.01 $ 682,174.75 $ 1,105,367.63 $ 18,554,707.93 $ 6,105,779.51 Operating income (loss) $ 30,442.10 $ (239,595.58) $ 47,229.37 $ (206,878.63) $ (727,802.62) $ (1,096,605.36) $ 619,700.19 NONOPERATING REVENUES (EXPENSES) Investment revenue $ 178,560.79 $ 67,908.55 $ 9,183.67 $ 455.96 $ 356.23 $ 256,465.20 $ 91,863.95 Gain from sale of asset 68,671.80 468.05 4,447.40 1,133.13 4,718.45 79,438.83 77,271.87 Interest and other charges (1,206,687.24) (392,249.88) (11,403.37) (4,730.04) (4,119.38) (1,619,189.91) - Total nonoperating revenues (expenses) $ (959,454.65) $ (323,873.28) $ 2,227.70 $ (3,140.95) $ 955.30 $ (1,283,285.88) $ 169,135.82 Income (loss) before contributions and transfers $ (929,012.55) $ (563,468.86) $ 49,457.07 $ (210,019.58) $ (726,847.32) $ (2,379,891.24) $ 788,836.01 Contributed cap - connect fee 81,170.00 - - - - 81,170.00 - Contributed cap - developers 507,811.25 120,334.49 - - - 628,145.74 - Contributed cap - government 964,228.30 - - - 55,622.00 1,019,850.30 - Transfers in 2,242,501.42 1,567,353.10 587,895.08 128,681.64 637,447.65 5,163,878.89 48,181.05 Transfers out (3,421.86) (2,000.00) - - - (5,421.86) (2,040,555.18) Change in net position 2,863,276.56 1,122,218.73 637,352.15 (81,337.94) (33,777.67) 4,507,731.83 (1,203,538.12) Total net position - beginning 46,291,246.11 36,165,016.48 1,131,667.96 1,214,905.53 2,101,906.50 86,904,742.58 8,876,259.44 Prior period adjustments 537,607.67 (49,228.04) 365,982.62 62,191.75 28,135.48 944,689.48 212,253.44 Total net position - ending $ 49,692,130.34 $ 37,238,007.17 $ 2,135,002.73 $ 1,195,759.34 $ 2,096,264.31 $ 92,357,163.89 $ 7,884,974.76 122,681.98 4,630,413.81 Business-type Activities See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Statement of Revenues, Expenses, and Changes in Net Position Proprietary Funds For the Year Ended June 30, 2015 Change in net position of business-type activities. Adjustments to reflect the consolidation of internal service fund activities related to enterprise funds. Government Total Activities Softball Proprietary Internal Service Sewer Water Solid Waste Golf Course Complex Funds Funds $ 6,992,821.03 $ 6,401,669.10 $ 3,214,111.70 $ 531,313.98 $ 459,980.38 $ 17,599,896.19 $ 132,176.65 7,454.16 - 38,624.06 - 4,116.00 50,194.22 6,583,537.84 - - - 1,020.00 - 1,020.00 1,793.91 (1,202,807.27) (3,937,963.14) (1,477,367.07) (202,986.52) (407,212.88) (7,228,336.88) (5,031,657.86) (1,724,298.95) (276,297.58) (1,107,737.27) (368,189.19) (613,675.55) (4,090,198.54) (881,307.76) (204,146.41) (143,149.88) (409,110.00) (38,702.82) (37,513.78) (832,622.89) (6,439.00) (349,423.63) (312,837.17) - - - (662,260.80) - (15,158.72) (257,390.24) - - - (272,548.96) - - $ 3,504,440.21 $ 1,474,031.09 $ 258,521.42 $ (77,544.55) $ (594,305.83) $ 4,565,142.34 $ 798,103.78 $ 605,631.84 $ 19,365.98 $ 587,895.08 $ 126,681.64 $ 630,458.65 $ 1,970,033.19 $ 48,181.05 - - - - - - (2,035,782.79) Advance repayment to other funds - - (504,817.85) (32,536.53) (20,256.52) (557,610.90) - Advance from other funds - - 488,335.00 - - 488,335.00 - - - - (4,730.04) (4,119.38) (8,849.42) - 1,289.19 - - - - 1,289.19 - (131,351.84) (19,365.98) (83,077.23) (22,172.64) (13,752.65) (269,720.34) (48,181.05) $ 475,569.19 $ - $ 488,335.00 $ 67,242.43 $ 592,330.10 $ 1,623,476.72 $ (2,035,782.79) - - - - - - - $ 91,709.80 $ 1,744.04 $ - $ - $ 55,622.00 $ 149,075.84 $ - Principal received on promissory note - - - - - - 15,864.65 Interest received on promissory note - - - - - - 3,406.84 83,110.42 12,480.93 4,447.40 1,133.13 4,718.45 105,890.33 77,271.87 12,156,055.49 - - - - 12,156,055.49 - (504,523.69) (197,050.01) (155,305.56) - (55,622.00) (912,501.26) (336,138.54) (15,196,377.88) (1,099,638.34) (169,307.00) - - (16,465,323.22) - (1,648,170.00) (545,000.00) (694,842.89) - - (2,888,012.89) - (1,701,257.16) (419,281.26) (24,159.23) - - (2,144,697.65) - 9,369.58 1,547,987.12 - 2,000.00 6,989.00 1,566,345.70 - (3,421.86) (2,000.00) - - - (5,421.86) (4,772.39) 1,627,500.00 - - - - 1,627,500.00 - $ (5,086,005.30) $ (700,757.52) $ (1,039,167.28) $ 3,133.13 $ 11,707.45 $ (6,811,089.52) $ (244,367.57) Receipts from interfund services Payments for salaries and benefits Payments for interfund services used Transfers from other funds Remittance of taxes collected from customers Proceeds from sales of capital assets Transfers in for capital acquisitions Subsidy from state grant Principal paid on capital debt Interest paid on capital debt CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Payments to suppliers Capital contributions Acquisition and construction of capital assets Transfers out for capital acquisitions Transfers in for payment of capital related debt Net cash (used) by capital and related financing activities Proceeds from capital debt Purchase of capital assets Receipts from customers Other receipts CASH FLOWS FROM OPERATING ACTIVITIES City of Cape Girardeau Statement of Cash Flows Proprietary Funds For the Year Ended June 30, 2015 Business-type Activities - Enterprise Funds Payments made in lieu of franchise taxes Transfers to other funds Interest paid to other funds Net cash provided (used) by operating activities Net cash (used) by noncapital financing CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Special payment to employee retirement plan See Accompanying Notes to Basic Financial Statements. Government Total Activities Softball Proprietary Internal Service Sewer Water Solid Waste Golf Course Complex Funds Funds $ 182,901.19 $ 68,669.49 $ 9,627.47 $ 480.25 $ 404.14 $ 262,082.54 $ 91,987.15 - - - - - - 350,000.00 - - - - - - (352,912.11) 2,542,156.29 (841,943.06) 282,683.39 6,688.74 (10,135.86) 1,979,449.50 1,392,869.21 2,725,057.48 (773,273.57) 292,310.86 7,168.99 (9,731.72) 2,241,532.04 1,481,944.25 1,619,061.58 - - - - 1,619,061.58 (102.33) 4,283,962.64 - - - - 4,283,962.64 14,952.72 Prior period adjustment - - - - - - - $ 5,903,024.22 $ - $ - $ - $ - $ 5,903,024.22 $ 14,850.39 $ 30,442.10 $ (239,595.58) $ 47,229.37 $ (206,878.63) $ (727,802.62) $ (1,096,605.36) $ 619,700.19 Depreciation expense 3,247,884.45 1,667,681.22 408,017.21 95,024.20 158,925.41 5,577,532.49 436,661.07 152,974.81 689,820.71 (144,683.23) 2,434.30 254.47 700,801.06 (219,605.57) 50,405.59 3,489.13 610.03 (293.60) (6,453.15) 47,758.00 - 6,881.08 (1,056.47) 17,098.99 24,530.04 (4,180.34) 43,273.30 (2,532.10) Customer receivables 24,950.86 (57,482.94) (62,639.74) (137.60) 362.36 (94,947.06) - Interfund receivables - - - - - - (8,659.68) - - - - - - 688.38 Pension asset/liability (48,869.32) (8,984.22) (33,594.73) (7,117.36) (12,102.60) (110,668.23) (27,226.26) Prepaid expenses 39,770.64 49,043.02 26,483.52 3,423.02 4,117.00 122,837.20 (26,801.54) Inventory - (628,883.78) - 6,133.52 (3,407.36) (626,157.62) 25,879.29 Unearned revenue - - - 5,337.56 (4,019.00) 1,318.56 - $ 3,504,440.21 $ 1,474,031.09 $ 258,521.42 $ (77,544.55) $ (594,305.83) $ 4,565,142.34 $ 798,103.78 Statement of Cash Flows Net cash provided by investing activities Net increase (decrease) in cash and cash equivalents Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Balances - end of the year Net cash provided by operating activities Other operating receivables Salaries & benefits payable Accounts payable - other Accounts payable - supplier Adjustments to reconcile operating income to net cash provided (used) by operating activities: Changes in assets and liabilities: Operating income (loss) See Accompanying Notes to Basic Financial Statements. Balances - beginning of year For the Year Ended June 30, 2015 Proprietary Funds Business-type Activities - Enterprise Funds Net change in pooled investments City of Cape Girardeau CASH FLOWS FROM INVESTING ACTIVITIES Interest received Proceeds from sales and maturities of investments Purchase of investments Agency funds ASSETS Prepaid items $ 23,842.57 Property taxes 17,005.01 Cash and cash equivalents 700.00 Pooled cash and investments 1,385,778.81 Investments 198,000.00 Rest cash and cash equivalents 4,409.41 Real estate taxes 74,929.59 Other 2,207.00 Total assets $ 1,706,872.39 LIABILITIES Deferred revenues $ 85,957.36 Accounts payable 30,291.61 Salaries and benefits payable 21,460.02 Other liabilities 1,569,163.40 Total liabilities $ 1,706,872.39 See accompanying Notes to Basic Financial Statements. City of Cape Girardeau-GAAP Statement of Fiduciary Net Position June 30, 2015 36 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Cape Girardeau, Missouri (the City) operates under a charter that 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 (GASB) 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 (CGPFA) is a blended component unit of the City. The financial statements of the CGPFA 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 CGPFA 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 these foundations are included in the financial presentation of the City. These foundations were established to receive donations to be used for the benefit of the City. Although not component units of the City, the City handles the funds of and provides accounting and other services for the Cape Girardeau Public Library and the SEMO Metropolitan Planning Organization. Since these funds are held by the City, these entities are shown as an Agency Funds in the financial statements. 37 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 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 position 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. Govern- mental 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 is 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 measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned, and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. 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 position. 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 in the balance sheet. 38 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 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 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 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 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 course fund accounts for the operation of the municipal golf course. The sporting complexes 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 and the SEMO Metropolitan Planning Organization. 39 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 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 resources prior to the use of unrestricted net resources when an expense is incurred for purposes for which both restricted and unrestricted net resources 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. 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. 40 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 5. 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. 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 position. Depreciation has been provided over the estimated useful lives using the straight-line method. The estimated useful lives are as follows: Buildings 25-50 years Improvements 10-40 years Equipment 3-10 years When applicable, interest costs are capitalized on self-constructed capital assets. 6. 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 position. 7. 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. 8. 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. 41 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 9. Bond Premiums, Discounts, and Issuance Costs In governmental fund types, bond premiums, discounts, and issuance costs are recognized in the current period. Bond premiums and discounts for proprietary fund types are deferred and amortized over the term of the bonds. Bond issuance costs are recognized in the current period for proprietary fund types. Bond premiums and discounts are presented as either increases or reductions of the face amount of bonds payable. 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. 10. Prepaid Items Payments made to vendors for services that will benefit periods beyond June 30, 2015 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- term liabilities expected to be financed from governmental activities are accounted for in the government-wide statement of net position. 13. Receivables Receivables are stated at the amount the City expects to collect. Receivables are reduced by allowances for uncollectible accounts that reflect management’s best estimate of probable losses. These allowances are determined principally on the basis of historical experience for smaller accounts. Larger receivables are reduced by allowances that reflect management’s best estimate of probable losses based on specific information known about the troubled accounts. Small-balance accounts are normally written off when over 12 months delinquent. Accounts not expected to be collected within the next 12 months are reported as Non-current on the Statement of Net Position only if management estimates the customer has the ability and intent to pay the balance due. Non-current receivables currently accrue interest at the prime rate plus 3%. 42 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 14. Compensated Absences Vested or accumulated vacation leave and termination pay for proprietary funds are recorded as expenses and liabilities of those funds as the benefits accrue to employees. Amounts of vested or accumulated vacation leave and termination pay of governmental funds are reported in the Statement of Net Position. Employees may accumulate up to 30 days of 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. 15. 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 position. Only net receivables between governmental and business-type activities are reflected as internal balances on the government-wide statement of net position. 16. 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 position. 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 position. Net assets are not reserved for interfund loan receivables on proprietary and government-wide statements of net position. 17. Pensions For purposes of measuring the net pension asset / liability, deferred outflows of resources and deferred inflows of resources related to pensions, and pension expense, information about the fiduciary net position of the Missouri Local Government Employees Retirement System (LAGERS) and additions to/deductions from LAGERS fiduciary net position have been determined on the same basis as they are reported by LAGERS. For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. 43 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 18. 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 hired prior to July 1, 2010 who retire from the City prior to April 1, 2015 with five or more years of service and who are eligible for LAGERS retirement (Note G) or after April 1, 2015 with five or more years of service and have reached their normal retirement ages through LAGERS. Currently, sixty retirees and twenty-two 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. For the year ending June 30, 2015, those costs totaled $801,327. 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 the 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, 2015. 19. 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, 2015, all infrastructures completed during the fiscal year, including projects started in a previous year, were recorded at their historical costs. 20. Subsequent Events In preparing these financial statements, the City has evaluated events and transactions for potential recognition or disclosure through February 11, 2016, the date the financial statements were available to be issued. 44 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE B - DEPOSITS AND INVESTMENTS The City maintains a cash and investment pool that is available for use by all funds. Each fund’s portion of this pool is displayed as “Pooled cash and investments” on the various financial statements. The pooled deposits and investments held at June 30, 2015, and reported at fair value, are as follows: Deposits: Demand Deposits $ 13,439 Interest Bearing Deposit Accounts 2,127,735 Total Deposits $ 2,141,174 Investments: Negotiable Instruments $50,722,290 Federal Farm Credit Bank 996,920 Federal National Mortgage Association 3,236,385 Federal Home Loan Mortgage Corporation 501,455 Total Investments $55,457,050 Accrued Interest Revenue: $ 81,875 Total Pooled Deposits and Investments $57,680,099 As of June 30, 2015, the City had the following pooled investments: Investment Maturities Fair Value Negotiable Instruments 07/15/2015 – 06/17/2020 $ 50,722,290 Federal Farm Credit Bank 05/13/2019 – 07/22/2019 996,920 Federal National Mortgage Assoc. 07/15/2015 – 09/26/2019 3,236,385 Federal Home Loan Mort. Corp. 03/20/2020 – 03/20/2020 501,455 Total $ 55,457,050 Reconciliation of Pooled Cash and Investments to Statements: Governmental Pooled Cash and Investments $ 43,725,725 Business-type Pooled Cash and Investments 12,568,595 Fiduciary Pooled Cash and Investments 1,385,779 Total Pooled Cash and Investments $ 57,680,099 45 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE B - DEPOSITS AND INVESTMENTS - Continued The City also has deposits and investments that are not part of the City’s cash and investment pool. These deposits and investments held at June 30, 2015, and reported at fair value, are as follows: Deposits: Demand Deposits $ 430,138 Interest Bearing Deposit Accounts 5,559,234 Total Deposits $ 5,989,372 Investments: Negotiable Instruments $ 198,000 U. S. Treasury Note 352,051 Total Investments $ 550,051 Total Non-pooled Deposits and Investments $ 6,539,423 As of June 30, 2015, the City had the following non-pooled investments Negotiable Instruments 04/12/2014 – 04/12/2017 $ 198,000 U. S. Treasury Note 11/30/2016 – 11/30/2016 352,051 Total $ 550,051 Reconciliation of Non-pooled Deposits and Investments to Statements: Governmental Cash and Cash Equivalents $ 81,239 Governmental Investments 352,051 Business-type Restricted Cash and Cash Equivalents 5,903,024 Fiduciary Cash and Cash Equivalents 203,109 Total Non-pooled Deposits and Investments $ 6,539,423 Custodial Credit Risk Deposits in financial institutions, reported as components of cash, cash equivalents, and investments, had a bank balance of $59,034,945 at June 30, 2015, 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, 2015 are provided above. 46 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE B - DEPOSITS AND INVESTMENTS - Continued 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; 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 any one issuer. At June 30, 2015, 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 18, 2014, 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 $ .3027/100.00 assessed valuation Public Health .0567/100.00 assessed valuation Special Business District .6869/100.00 assessed valuation #2 (Ad Valorem) 47 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 Property tax receivable balances as of June 30, 2015 are as follows: Special General Public Business Revenue Health District Total Current property tax $ 60,352 $ 11,305 $ 1,284 $ 72,941 Delinquent property tax 39,144 7,332 - 46,476 Reserve for doubtful Property taxes (7,199) (1,348) - (8,547) Net property tax receivable $ 92,297 $ 17,289 $ 1,284 $110,870 NOTE D - CHANGES IN CAPITAL ASSETS A summary of the capital assets for governmental activities included on the government-wide statement of net position for the year ended June 30, 2015 is as follows: Balance Prior Period Current Year Balance July 1, 2014 Additions Deductions Adjustment Depreciation* June 30, 2015** Land $ 9,523,689 $ 593,382 $ - $ - $ - $ 10,117,071 Buildings 20,783,014 801,231 - - 994,790 20,589,455 Land improvements 9,153,015 - - 11,122,485 863,720 19,411,780 Equipment 5,579,517 1,579,655 16,750 - 1,291,201 5,851,221 Infrastructure 122,977,025 1,392,294 - - 4,701,726 119,667,593 Construction in progress 2,937,406 6,076,642 2,367,187 - - 6,646,861 Total capital assets $170,953,666 $ 10,443,204 $ 2,383,937 $ 11,122,485 $ 7,851,437 $ 182,283,981 * 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 Position. 48 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE D - CHANGES IN CAPITAL ASSETS – Continued Following is a summary of the capital assets for business-type activities on the government-wide statement of net position for the year ended June 30, 2015: Balance Current Year Balance July 1, 2014 Additions Deductions Depreciation June 30, 2015 Land $ 647,165 $ 2,753 $ - $ - $ 649,918 Buildings 2,277,878 - - 293,309 1,984,569 Improvements other than buildings 87,065,545 69,438,624 - 4,434,310 152,069,859 Equipment 3,963,959 822,169 29,743 849,914 3,906,471 Construction in progress 58,838,028 14,080,709 68,828,854 - 4,089,883 Total capital assets $152,792,575 $ 84,344,255 $68,858,597 $ 5,577,533 $ 162,700,700 Depreciation expense was charged to functions as follows in the statement of activities: Governmental Activities: Administrative $ 435,645 Development Services 55,746 Parks and Recreation 963,338 Public Safety 761,287 Public Works 5,635,421 Total $ 7,851,437 Business-Type Activities: Golf Course $ 95,024 Sewer 3,247,885 Sporting Complexes 158,926 Solid Waste 408,017 Water 1,667,681 Total $ 5,577,533 NOTE E - LONG-TERM OBLIGATIONS The following is a summary of changes in the long-term debt from governmental activities included on the government-wide statement of net position for the year ended June 30, 2015: Governmental Activities Other Debt* Revenue Bonds Total Debt payable July 1, 2014 $ 17,608,593 $ 851,000 $ 18,459,593 Discount/Premium Amortization (21,750) - (21,750) Retired (4,125,505) (44,700) (4,170,205) Issued - - - Debt payable June 30, 2015 $ 13,461,338 $ 806,300 $ 14,267,638 *Other Debt includes Notes Payable, Special Obligation Bonds, Leasehold Revenue Bonds, and Certificates of Participation. 49 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 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 position for the year ended June 30, 2015: Business-Type Other Revenue Activities Debt* Bonds Total Debt payable July 1, 2014 $1,412,540 $ 77,329,758 $ 78,742,298 Discount/Premium Amortization (1,909) (23,431) (25,340) Accumulated Interest - 131,776 131,776 Retired (850,093) (2,734,000) (3,584,093) Issued - 12,156,055 12,156,055 Debt payable June 30, 2015 $ 560,538 $ 86,860,158 $ 87,420,696 *Other Debt includes Special Obligation Bonds Bonds payable for governmental and business-type activities at June 30, 2015 are comprised of the following individual issues: Sewerage System Revenue Bonds (State Revolving Fund Program) Series 1993: 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. Sewerage System Revenue Bonds Series 1993 were retired during the fiscal year ended June 30, 2015. 50 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE E - LONG-TERM OBLIGATIONS – Continued $538,379 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 2016 6.250% $ 278,844 $ 706,156 $ 985,000 2017 6.250 259,535 715,465 975,000 $ 538,379 $ 1,421,621 $1,960,000 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, 2015 was $376,865. The reserve fund yields 5.83%. $3,725,000 Sewerage System Revenue Bonds (State Revolving Fund Program) Series 1996 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 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 $ 3,725,000 $ 556,370 $ 4,281,370 51 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE E - LONG-TERM OBLIGATIONS - Continued 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, 2015 was $2,607,500. The reserve fund yields 5.70%. 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, 2015, City interest expense was reduced by $15,901 as a result of this transaction. Over the remaining life of these bonds, the City will receive net present value benefits of approximately $53,906 from this transaction. $6,485,000 Sewerage System Revenue Bonds (State Revolving Fund Program) Series 2000 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 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 $6,485,000 $1,334,813 $ 7,819,813 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. 52 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE E - LONG-TERM OBLIGATIONS - Continued 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, 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, 2015 was $4,580,533. The reserve fund yields 5.16%. $1,120,000 Special Obligation Bonds, Series 2005: Year Ending June 30, Interest Rate Principal Due Interest Due Total 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 $ 1,120,000 $305,766 $1,425,766 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. 53 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE E - LONG-TERM OBLIGATIONS - Continued Bank of America 2006 Promissory Note: 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 Bank of America 2006 Promissory Note was paid in full during the fiscal year ended June 30, 2015. $8,315,000 Leasehold Revenue Bonds, Series 2009 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2016 4.000% $2,150,000 $ 334,594 $ 2,484,594 2017 4.000 2,240,000 248,594 2,488,594 2018 4.000 2,330,000 158,994 2,488,994 2019 4.100 1,595,000 65,794 1,660,794 $8,315,000 $ 807,976 $ 9,122,976 The bonds are obligations of the Cape Girardeau (Missouri) Public Facilities Authority (CGPFA). The CGPFA 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. $560,000 Special Obligation Bonds, Series 2010A due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 2016 2.625% $ 175,000 $ 16,894 $ 191,894 2017 3.000 185,000 12,300 197,300 2018 3.375 200,000 6,750 206,750 $ 560,000 $ 35,944 $ 595,944 54 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE E - LONG-TERM OBLIGATIONS - Continued 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. $806,300 Waterworks Revenue Bonds, Series 2010 due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Admin Fee Due Total 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 $ 806,300 $ 98,137 $ 32,933 $ 937,370 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. 55 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE E - LONG-TERM OBLIGATIONS - Continued $12,220,000 Waterworks System Refunding Revenue Bonds Series 2012A due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 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 $ 12,220,000 $ 4,283,261 $ 16,503,261 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 2.0% 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. 56 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 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 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 $ 4,774,655 $ 3,338,920 $ 39,113,575 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 1.43% 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. 57 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 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 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 1.390 153,000 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 1.390 169,000 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 1.390 197,000 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 $ 483,754 $ 348,025 $ 4,081,779 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 1.39% 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. 58 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE E - LONG-TERM OBLIGATIONS - Continued $35,750,000 Sewerage System Revenue Bonds (State of Missouri – Direct Loan Program) Series 2013B due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Admin Fee Total 2016 1.390% $ 1,473,000 $ 491,838 $ 353,840 $ 2,318,678 2017 1.390 1,507,000 471,245 339,025 2,317,270 2018 1.390 1,541,000 450,179 323,870 2,315,049 2019 1.390 1,577,000 428,634 308,370 2,314,004 2020 1.390 1,613,000 406,589 292,510 2,312,099 2021 1.390 1,651,000 384,036 276,285 2,311,321 2022 1.390 1,689,000 360,955 259,680 2,309,635 2023 1.390 1,728,000 337,346 242,695 2,308,041 2024 1.390 1,768,000 313,187 225,315 2,306,502 2025 1.390 1,808,000 288,473 207,535 2,304,008 2026 1.390 1,850,000 263,197 189,350 2,302,547 2027 1.390 1,893,000 237,336 170,745 2,301,081 2028 1.390 1,935,000 210,877 151,710 2,297,587 2029 1.390 1,981,000 183,821 132,245 2,297,066 2030 1.390 2,026,000 156,132 112,325 2,294,457 2031 1.390 2,072,000 127,811 91,950 2,291,761 2032 1.390 2,120,000 98,843 71,110 2,289,953 2033 1.390 2,169,000 69,208 49,790 2,287,998 2034 1.390 2,219,000 38,885 27,975 2,285,860 2035 1.390 1,130,000 7,854 5,650 1,143,504 $ 35,750,000 $ 5,326,446 $ 3,831,975 $ 44,908,421 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 1.39% interest rate. Principal is disbursed on this loan as needed. Future payments will be adjusted if all principal of this loan is not disbursed. At June 30, 2015, $28,374,137 of this loan had been disbursed. 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, 2015 NOTE E - LONG-TERM OBLIGATIONS - Continued $3,969,934 Business Park Land Purchase Loan due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 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 $ 3,969,934 $ 630,066 $ 4,600,000 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 twelve months from the closing date of the sale. 60 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE E - LONG-TERM OBLIGATIONS - Continued The annual requirements to amortize all debt outstanding as of June 30, 2015, including total interest payments of $20,058,809, are as follows: Special Leashold Year Ending Obligation Revenue Revenue Promissory June 30,Bonds Bonds Bonds Note Total 2016 319,380$ 8,477,402$ 2,484,594$ 460,000$ 11,741,376$ 2017 326,586 8,494,375 2,488,594 460,000 11,769,555 2018 337,636 7,488,915 2,488,994 460,000 10,775,545 2019 127,196 8,396,427 1,660,794 460,000 10,644,417 2020 128,484 7,347,138 - 460,000 7,935,622 2021 129,494 7,221,510 - 460,000 7,811,004 2022 130,244 5,556,804 - 460,000 6,147,048 2023 130,781 5,556,157 - 460,000 6,146,938 2024 130,969 5,553,971 - 460,000 6,144,940 2025 260,940 5,550,343 - 460,000 6,271,283 2026 - 5,551,273 - - 5,551,274 2027 - 5,550,366 - - 5,550,366 2028 - 5,549,625 - - 5,549,625 2029 - 5,550,594 - - 5,550,594 2030 - 5,548,345 - - 5,548,345 2031 - 5,477,814 - - 5,477,814 2032 - 5,479,341 - - 5,479,341 2033 - 4,505,945 - - 4,505,945 2034 - 4,503,528 - - 4,503,528 2035 - 2,245,715 - - 2,245,715 2,021,710$ 119,605,588$ 9,122,976$ 4,600,000$ 135,350,275$ The cash and investments available to service revenue bonds are $57,209 and $2,075,661 for the governmental and business-type activities, respectively. The cash and investments available to service the special obligation bonds are $156,097 and $11,829 in governmental activities and business-type activities, respectively. 61 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 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 $617,890 Total $617,890 Business-Type Activities: Golf Course $ 4,730 Sewer 1,206,687 Sporting Complexes 4,119 Solid Waste 11,404 Water 392,250 Total $ 1,619,190 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 $30,091,579. NOTE F - DEFICIT FUND BALANCES/RETAINED EARNINGS These following funds - Housing Development Grant, Street Capital Improvement, Storm Water System Improvements, and Park System Improvements – had their total liabilities exceed their total assets by $18,058, $192,091, $36,623, and $83,838, respectively NOTE G - PENSION PLAN 1. Plan Description The City of Cape Girardeau’s defined benefit pension plan provides certain retirement, disability, and death benefits to plan members and beneficiaries. The City participates in the Missouri Local Government Employees Retirement System (LAGERS). LAGERS is an agent multiple-employer, statewide public employee pension plan established in 1967 and administered in accordance with RSMo. 70.600-70.755. As such, it is LAGERS 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 is tax exempt. The responsibility for the operations and administration of LAGERS is vested in the LAGERS Board of Trustees consisting of seven persons. LAGERS issues a publicly available financial report that includes financial statements and required supplementary information. This report may be obtained by accessing the LAGERS website at www.molagers.org. This report may be obtained by writing to LAGERS, PO Box 1665, Jefferson City, MO 65102 or by calling 1-800-447-4334. 62 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE G - PENSION PLAN – Continued 2. Benefits Provided LAGERS provides retirement, death, and disability benefits. Benefit provisions are adopted by the governing body of the employer, within the options available in the state statutes governing LAGERS. All benefits vest after 5 years of credited service. Employees who retire on or after age 60 (55 for police and fire) with 5 or more years of service are entitled to an allowance for life based upon the benefit program information provided below. Employees may retire with an early retirement benefit with a minimum of 5 years of credited service and after attaining age 55 (50 for police and fire) and receive a reduced allowance. The City is providing benefits to its current employees under the LT-8 (65) benefit program available through LAGERS. Future benefits will be based on the final 3 year average salary multiplied 1.50% and by years of service. The future benefits are multiplied by 2.00% until age 65. The final 3 year average equals the 36 consecutive months of credited services producing the highest monthly average during the last 120 consecutive months of credited service immediately preceding retirement. Benefit terms provide for annual post-retirement adjustments to each member’s retirement allowance subsequent to the member’s retirement date. The annual adjustment is based on the increase in the Consumer Price Index and is limited to 4% per year. 3. Covered Employees At June 30, 2015 the following employees were covered by the benefits terms: Retirees and Beneficiaries 232 Inactive, Non-retired Members 128 Active Members 367 Total 727 4. Contributions Full-time employees of the City of Cape Girardeau do not contribute to the pension plan. The City is required to contribute amounts at least equal to the actuarially determined rate, as established by LAGERS. The actuarially determined rate is the estimated amount necessary to finance the cost of benefits earned by employees during the year, with an additional amount to finance an unfunded accrued liability. Employer annual contribution rates were 9.8% (General), 11.2% (Police) and 13.0% (Fire) of annual covered payroll during the current year. 63 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE G - PENSION PLAN – Continued 5. Net Pension Asset The City’s net pension asset was measured as of June 30, 2015, and the total pension liability used to calculate the net pension asset was determined by an actuarial valuation as of February 28, 2015. 6. Actuarial Assumptions The total pension liability in the February 28, 2015 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 3.5% wage inflation, 3% price inflation Salary Increase 3.5% to 6.8% including wage inflation Investment Rate of Return 7.25% net of investment and administrative expenses Mortality rates were based on 105% of the 1994 Group Annuity Mortality Table set back 0 years for both males and females. The actuarial assumptions used in the February 28, 2015 valuation were based on the results of an actuarial experience study for the period March 1, 2010 through February 28, 2010. The long-term expected rate of return on pension plan investments was determined using a model method in which the best-estimate ranges of expected future real rates of return (expected returns, net of investment expenses and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The target allocation and best estimates of arithmetic real rates of return for each major asset class are summarized in the following table: 7. Discount Rate The discount rate used to measure the total pension liability is 7.25%. The projection of cash flows used to determine the discount rate assumes that the City’s contributions will be made at the actuarially determined rates. Based on these assumptions, the pension plan’s fiduciary net position was projected to be available to pay all projected future benefit payments of current active and inactive employees. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payment to determine the total pension liability. Target Long-Term Expected Asset Class Allocation Real Rate of Return Equity 48.50% 5.50% Fixed Income 25.00% 2.25% Real Assets 20.00% 4.50% Strategic Assets 6.50%7.50% 64 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE G - PENSION PLAN – Continued 8. Changes in the Net Pension Asset Increase (Decrease) Plan Fiduciary Total Pension Net Pension Net Position Liability Asset (a) (b) (a) – (b) Balances at 6/30/2014 $75,195,148 $66,296,844 $8,898,304 Changes for the year: Service Cost 1,442,523 (1,442,523) Interest 4,743,140 (4,743,140) Difference between expected and actual experience (344,004) 344,004 Contributions – employer 3,761,696 3,761,696 Net investment income 1,449,891 1,449,891 Benefit payments, including refunds (3,222,117) (3,222,117) - Administrative expense (64,218) (64,218) Other changes 135,512 135,512 Net changes 2,060,764 2,619,542 (558,778) Balances at 6/30/2015 $77,255,912 $68,916,386 $8,339,526 Net Pension Asset(Liability) of the City, calculated using the discount rate of 7.25%, as well as what the City’s Net Pension Asset(Liability) would be using a discount rate that is 1 percentage point lower (6.25%) or one percentage point higher (8.25%) than the current rate. Current Single Discount 1% Decrease Rate Assumption 1% Increase 6.25% 7.25% 8.25% $(925,761) $8,339,526 $16,053,455 10. Pension Expense, Deferred Outflows of Resources and Deferred Inflows of Resources For the fiscal year ended June 30, 2015 the City recognized pension expense of $1,400,430. The employer reported deferred outflows and inflows of resources related to pensions from the following sources: Net Deferred Deferred Outflows Outflows Inflows (Inflows) of Resources of Resources of Resources Differences in experience $ 227,230 $ (525,996) $ (298,766) Differences in assumptions - - - Excess (deficit) in investment returns 3,218,810 - 3,218,810 Total $ 3,446,040 $ (525,996) $ 2,920,044 65 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE G - PENSION PLAN – Continued Amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as follows: Year ended: 2016 $ 759,465 2017 759,465 2018 759,465 2019 759,463 2020 (54,243) Thereafter (63,571) Total $ 2,920,044 11. Payable to the Pension Plan At June 30, 2015 the City reported a payable of $127,005.56 for the outstanding amount of contributions to the pension plan required for the year ended June 30, 2015. NOTE H - POSTRETIREMENT HEALTHCARE 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 $2,715,234 and $871,799, 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 retirees are 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 self-insured programs on behalf of its eligible retirees, no stand-alone financial report is either available or generated. 66 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 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 July 1, 2010, employees hired on or after that date will not qualify for retiree healthcare coverage. 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, 2015, 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 projected to cover normal cost each year and amortize any unfunded actuarial liabilities (or funding excess) over a period of 30 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: 2014 2015 Annual required contribution $ 918,466 $ 871,799 Interest on net OPEB obligation 12,564 119,775 Adjustment to annual required contribution (153,566) (163,404) Annual OPEB cost $ 877,464 $ 828,170 Contributions made (717,222) (774,600) Increase in net OPEB obligation $ 160,242 $ 53,570 Net OPEB obligation, July 1 2,501,422 2,661,664 Net OPEB obligation, June 30 $ 2,661,664 $ 2,715,234 The City’s annual OPEB cost, the percentage of annual OPEB cost contributed to the Plan, and the net OPEB obligation for 2013 - 2015 were as follows: Percentage of Net OPEB Fiscal Year Annual Annual OPEB Obligation - Ended OPEB Cost Cost Contributed End of Year 6/30/15 $ 828,170 93.5% $2,715,234 6/30/14 877,464 81.7% 2,661,664 6/30/13 897,770 84.9% 2,501,422 67 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE H - POSTRETIREMENT HEALTHCARE BENEFITS - Continued 4. Funding Status and Funding Progress As of July 1, 2014, the most recent actuarial valuation date, the Plan was not funded. The actuarial accrued liability for benefits equaled $8,885,043, resulting in an unfunded actuarial accrued liability (UAAL) of $8,885,043. The covered payroll (annual payroll of active employees covered by the Plan) equaled $15,230,886, and the ratio of the UAAL to the covered payroll equaled 58.3%. 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 information 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. 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 projection 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, 2014, 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 $661,554, excluding $1,806 of interfund interest, were incurred by governmental funds during the year ended June 30, 2015. Interest and handling charges, totaling $1,610,340 excluding $8,849 of interfund interest, were incurred by proprietary funds during the year ended June 30, 2015. No interest cost was capitalized as part of the cost of assets constructed during the period. 68 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE J - INTERFUND ACTIVITY The City makes transfers between various funds for routine and normal operating expenses and for capital asset acquisitions. A. The following is a summary of interfund transfers for the year ended June 30, 2015: Fund Transfer From Transfer To General Fund $ 5,118,473 $ 6,795,999 Airport Fund - 590,728 Park and Recreation Fund 3,422 1,272,200 Health - 1,403 Public Safety Trust Fund 877,250 1,754,501 A.C. Brase Foundation 30,000 - Park & Rec Foundation 6,989 - Public Safety Trust Fund II 377,667 755,333 Casino Revenue Fund 486,003 260,000 Riverfront Region Economic Dev Fund - 171,003 Housing Development Fund - 19,745 Motor Fuel Tax Fund 1,120,000 25,637 Transportation Sales Trust I 25,637 - Transportation Sales Trust II 1,562 - Transportation Sales Tax Trust III - 1,562 Transportation Sales Tax Trust IV - 260,000 Cap Imp Sales Tax - Water System Improve 3,140,881 36 Cap Imp Sales Tax - Sewer System Improve 1,627,500 - Park/Storm Water Sales Tax-Capital 700,116 30,000 Fire Sales Tax 2,509,834 - Parks/Storm Water Sales Tax 1,384,563 - Debt Service 26,335 - Park Capital Improvements - 17,624 CDBG Project Fund - 1,664,245 Wat Sys Impr Projects Fund 36 - Storm Water Systems Improvements 174,800 586,730 Park System Improvements 17,624 255,863 Sewer Fund 3,422 2,242,501 Water Fund 2,000 1,567,353 Solid Waste Fund - 587,895 Golf Course Fund - 128,682 Sporting Complexes Fund - 637,448 IT Fund - 10,665 Fleet Management Fund 20,660 37,516 Employee Benefits Fund 1,650,000 - Fringe Benefits Fund 369,895 - $ 19,674,669 $ 19,674,669 69 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE J - INTERFUND ACTIVITY - Continued B. The following is a summary of interfund balances as of June 30, 2015: Advance to/from other funds: Advances from Advances to General Fund $ 137,231 $ - Casino Revenue Fund 488,335 Solid Waste Fund - 488,335 Golf Course Fund - 70,098 Softball Complex Fund - 67,133 $ 625,566 $ 625,566 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. NOTE K - SEGMENT INFORMATION FOR ENTERPRISE FUNDS The City maintains five enterprise funds that provide sewer, water, solid waste, golf, and sporting complex services. Segment information for the year ended June 30, 2015 was as follows: Sporting Sewer Water Solid Waste Golf Course Complexes Total Fund Fund Fund Fund Fund Enterprise Operating revenues $ 7,005,529 $ 6,257,541 $3,342,171 $ 475,296 $ 377,565 $17,458,102 Depreciation 3,247,885 1,667,681 408,017 95,024 158,925 5,577,532 Operating Income (Loss) 30,442 (239,595) 47,229 (206,879) (727,802) (1,096,605) Operating Transfers In 2,242,501 1,567,353 587,895 128,682 637,448 5,163,879 Net Income (Loss) 2,863,277 1,122,219 637,352 (81,338) (33,778) 4,507,732 Current Capital Contributions 1,553,210 120,334 - - 55,622 1,729,166 Property, Plant and Equipment Additions 24,877,438 1,434,816 338,238 - 55,622 26,706,114 Deletions 552,545 80,086 114,289 - - 746,920 Net Working Capital (2,952,233) 6,666,598 517,372 (5,249) 82,991 4,309,479 Total Assets 128,395,307 50,893,576 3,445,376 1,425,051 2,260,948 186,420,258 Current Liabilities 9,310,953 2,022,107 371,417 86,963 93,032 11,884,472 Long-Term Liabilities 69,548,553 11,662,202 558,089 94,999 43,234 81,907,077 Amounts payable to other funds - - 488,335 70,098 67,133 625,566 Total Liabilities 78,859,506 13,684,309 1,417,841 252,059 203,399 94,417,114 Total Net Position $ 49,692,130 $ 37,238,007 $2,135,003 $ 1,195,760 $2,096,264 $92,357,164 70 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 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. These financial statements reflect non-spendable fund balances of $2,100 that are legally restricted to provide for the perpetual care and maintenance of a mausoleum in the City’s cemetery. Only interest earnings on this amount can be used for mausoleum maintenance. Prepaid expenses of $180,885 and long-term advance receivables of $625,566 are also reflected as non-spendable fund balances. 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 $4,953,920 are restricted by the City Charter to use during officially declared emergencies. Special revenue fund balances totaling $27,582,735 are restricted by their enabling legislation. $(34,754) in capital project fund balances are restricted as the result of special revenue transfers and unspent bond proceeds. The remaining $92,746 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 council or a city official authorized by the city council; the amount reported as assigned should not result in a deficit in unassigned fund balance. 71 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE L – GOVERNMENTAL FUND BALANCES REPORTING – Continued 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, then related committed balances, next related assigned balances, and finally unassigned balances. Expenditures for a specifically-identified purpose will reduce the specific classification of fund balance that is identified. Major Special Revenue Funds General Fund Airport Fund Parks and Recreation Fund Casino Revenue Transportati on Sales Tax Trust Fund IV Other Funds Total Fund balances Nonspendable: Prepaid expenses $ 125,596 $ 15,320 $ 26,809 $ - $ - $ 13,160 $ 180,885 Long-term advance 137,231 - - 488,335 - - 625,566 Mausoleum 2,100 - - - - - 2,100 Restricted for: Mausoleum 92,746 - - - - - 92,746 Emergencies 4,481,729 - - - - 472,191 4,953,920 Convention and tourism - - - - - 689,847 689,847 Community development - - - - - 75,162 75,162 Public safety - - - - - 533,966 533,966 Street projects - - - - 8,465,284 4,329,182 12,794,466 Water system projects - - - - - 4,934,786 4,934,786 Sewer system projects - - - - - 3,881,071 3,881,071 Parks and recreation - - - - - 230,786 230,786 Park and storm water projects - - - - - 3,956,792 3,956,792 Other capital projects - - - - - 451,105 451,105 Committed: Other capital projects - - - 4,490,648 - - 4,490,648 Assigned to: Airport - 115,320 - - - - 115,320 Parks and recreation - - 399,173 - - - 399,173 Operations and Maintenance - - 25,420 - - - 25,420 Encumbrances 118,759 21,084 2,203 - - - 142,046 Public safety - - - - - 266,099 266,099 Other capital projects - - - - - 31,242 31,242 Parks and recreation - - - - - 428,333 428,333 Street projects - - - - - (192,091) (192,091) Unassigned: 2,731,863 - - - - - 2,731,863 $ 7,690,024 $ 151,724 $ 453,605 $ 4,978,983 $ 8,465,284 $20,101,631 $41,841,251 72 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE M - PROPRIETARY FUNDS RESTRICTED NET ASSETS AND RESTRICTED CASH EQUIVALENTS AND INVESTMENTS. At June 30, 2015, net assets restricted for depreciation and replacement were $127,000 and $150,000 for the City’s Sewer and Water Funds, respectively, and net assets restricted for emergencies were $1,647,729, $908,804, and $333,549 for the City’s Sewer, Water, and Solid Waste Funds, respectively. At June 30, 2015, the City’s Sewer Fund had restricted cash equivalents in sinking reserve funds for Revenue Bonds in the amount of $5,903,024. 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 $33,750 as of June 30, 2015, 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, 2015. 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. NOTE O - 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 twelve 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 of over 900 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 fourteen years and has used them to offset the cost of the succeeding year’s premiums. 73 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 Vehicle loss and accident liability is carried by Savers Property and Casualty Insurance. It is rated “B++” 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 $3,400,000 and $3,500,000 annually beginning January 1, 2014 and 2015, 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 93.9% and 87.0% of the aggregate stop loss amount for fiscal years ending June 30, 2014 and 2015, respectively. 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 & H and $500,000 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. 74 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE O - RISK MANAGEMENT – Continued 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 Health Workers’ Insurance Compensation Total Balance June 30, 2010 $ 131,000 $ 520,000 $ 651,000 Provision for Incurred Claims 2,238,055 106,108 2,344,163 Payment of Claims (2,171,055) (526,108) (2,697,163) Balance June 30, 2011 $ 198,000 $ 100,000 $ 298,000 Provision for Incurred Claims 2,847,800 436,715 3,284,515 Payment of Claims (2,820,300) (251,715) (3,072,015) Balance June 30, 2012 $ 225,500 $ 285,000 $ 510,500 Provision for Incurred Claims 2,452,823 112,448 2,565,271 Payment of Claims (2,471,323) (152,448) (2,623,771) Balance June 30, 2013 $ 207,000 $ 245,000 $ 452,000 Provisions for Incurred Claims 2,400,637 591,973 2,992,610 Payment of Claims (2,371,637) (535,973) (2,907,610) Balance June 30, 2014 $ 236,000 $ 301,000 $ 537,000 Provisions for Incurred Claims 2,614,968 283,108 2,898,076 Payment of Claims (2,689,968) (364,108) (3,054,076) Balance June 30, 2015 $ 161,000 $ 220,000 $ 381,000 NOTE P - CONCENTRATION OF CREDIT RISK/BAD 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 position. At June 30, 2015, utility receivables totaled $2,931,745. On the financial statements, the utility receivables are shown net of the allowance for doubtful accounts of $227,854. This results in net utility receivable of $2,703,891. During the year ended June 30, 2015, the allowance was increased by $202,792 or approximately 1.26% of the current year’s utility charges and accounts totaling $184,465 were written off. 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. 75 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE Q - COMMITMENTS AND CONTINGENCIES 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, 2015, the City had construction commitments outstanding of $4,365,258. The construction commitments represent incomplete portions of contracts entered into to construct the following: new Wastewater Treatment Plant, various street, sanitary sewer, and storm sewer projects, a recreation trail and the Meadowbrook water storage project. These contracts are expected to be completed within the next fiscal year. 4. Encumbrances As of June 30, 2015, the City had encumbrances outstanding of $7,446,686. NOTE R – PRIOR PERIOD ADJUSTMENTS The net position of the governmental activities and business-type activities have been increased by $18,317,169.35 and $944,689.48, respectively, as of June 30, 2015, from transactions that occurred in previous years. The most significant adjustment to the government activities was an $11,122,485.37 increase to its net position. This adjustment resulted from recording the June 30, 2014 book value of the Mississippi River Flood Wall. The flood wall had been transferred to the City by the Main Street Levee and Improvement District and the North Main Street Levee and Improvement District in June of 2008 but had not been recognized on the City’s financial statements. The net position of the governmental activities was also increased by $12,723.12 from recognizing improvements to a building at the Cape Girardeau Regional Airport that were contributed by a tenant in a previous year. During the current year, the City implemented GASB Statement No. 68, which require cities that contribute to a defined benefit pension plan to recognize the net pension asset/liability and the pension expense related to its plan on their financial statements. The net assets of the governmental activities and business-type statements have been increased by $7,710,096.88 and $1,188,207.12 as a result of its implementation. The adjustments reflect the net pension assets as of June 30, 2015. Net pension assets are the amount by which the net position of the City’s plan exceeded its total pension liability. Adjustments to fixed assets for projects that had previously been reported as construction in progress in previous periods but ended up not meeting the City’s capitalization threshold or were abandoned during the current year resulted in changes that decreased the net position of the governmental activities and business-type activities by $500,337.98 and $65,457.29, respectively, as of June 30, 2015. During the previous year, the liability for compensated absences was overstated by $18,384.54. Correction of this overstatement resulted in an increase to the net position of the government activities during the current year. 76 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 In the previous year, fund balances of the general, airport, parks and recreation, and other governmental funds were overstated by $46,182.58. Corrections of these overstatements resulted in a decrease to the net position of the government activities during the current year. These overstatements resulted from recognition of $31,958.55 in revenue that had been collected but not earned at June 30, 2014, nonrecognition of $6,959.54 in revenue that had been earned in June 30, 2014 and collected early in the current year, and the $21,183.57 under recognition of utility expense in the fiscal year ending June 30, 2014. In the previous year fund balances of the sewer, water, solid waste, golf, and sporting complexes were overstated (understated) by ($24,816.75), $134,541.56, ($.01), $35,486.05, and $32,449.48, respectively. Correction of these items resulted in a $178,060.35 decrease to the net position of the business activities during the current year. Almost all of the sewer fund adjustment related to the overstatement of a payable related to prior year’s debt service costs. The water fund adjustment related to the overstatement of the June 30, 2014 inventory amount that was discovered during the current year. The golf and sporting complex adjustments related to the recognition of revenue received during the previous year but not earned until the current year. 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 completed these improvements at a cost of $2,668,646. The development agreement required the City to reimburse the local business for $2,134,917 of these costs through scheduled quarterly payments over 15 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, 2015, 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 77 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE S - CONTINGENCY – Continued local business for the $2,998,434 cost of these improvements plus 4% interest with quarterly payments from available net sales tax revenue generated from any businesses operations located in the development. 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 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 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 additional costs of public improvements up to $3,000,000. Academy Sports began operation in May 2013. No accounting of the additional public improvement costs has been received by the City. The City and County are required by the development agreement to reimburse the developer for the additional public improvement costs related to Academy Sports 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 50% 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, 2015, the City incurred payments of $282,082 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 78 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2015 NOTE S - CONTINGENCY – Continued Improvement District (CID) and determined the project area to be blighted pursuant to Chapter 353 of the Missouri Revised Statutes. This project involved 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 million of the $3.6 million total. Incremental County and City sales tax revenue was 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. The CID implemented 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 at a cost of $3,203,308. Reimbursement from incremental County and City sales tax revenue is 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, 2015, the City incurred payments of $9,210 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, 2015 NOTE S - CONTINGENCY – Continued The local developer has completed all public improvements at a cost of $2,943,843. 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 .50% 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 expires 15 years after 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, 2015, the City incurred $272,783 under the development agreement. NOTE S – Special Item On May 6, 2015 the City made a $2,019,895 lump-sum payment to its retirement plan, the Missouri Local Government Employees Retirement System (LAGERS), to fund its unfunded actuarial accrued liabilities calculated by a February 28, 2014 actuarial valuation. The portion of this payment that related to governmental employees, $1,701,993.61, is reflected as a special item on the statement of revenue, expenditures, and changes in fund balances for governmental funds. The remaining amount was reflected as an increase to the net pension assets on the statement of net position for proprietary funds. Transfers equal to the amount of payment from each fund were received from the employee fringe benefits and workmen’s compensation funds. This payment is reflected as a $1,750,174.66 increase in net pension assets from governmental activities and as $269,780.34 increase in net pension assets from business-type activities on the statement of net position. NOTE T – Subsequent Event In October 2015, the City entered into a direct loan agreement and promissory note with the Missouri Highways and Transportation Commission for the purpose of replacing a city bridge at a cost of $3,965,100. The agreement is for ten years commencing on October 1, 2015, with the first payment due on September 1, 2016 at a 3.26% interest rate. REQUIRED SUPPLEMENTAL INFORMATION Variance with Original Final Actual Final Budget REVENUES Taxes $ 16,780,426.00 $ 16,780,426.00 $ 17,123,365.33 $ 342,939.33 Licenses & permits 1,645,112.00 1,645,112.00 1,575,202.27 (69,909.73) Intergovernmental 493,193.00 493,193.00 718,151.85 224,958.85 Charges for services 238,900.00 238,900.00 192,086.58 (46,813.42) Internal charges 963,736.00 963,736.00 1,026,894.86 63,158.86 Fines and forfeits 1,022,000.00 1,022,000.00 704,966.50 (317,033.50) Miscellaneous 345,640.00 345,640.00 482,764.69 137,124.69 Investment revenue 73,917.00 73,917.00 81,505.94 7,588.94 Total revenues $ 21,562,924.00 $ 21,562,924.00 $ 21,904,938.02 $ 342,014.02 EXPENDITURES Current: Administrative Services $ 2,717,737.00 $ 2,565,152.56 $ 2,432,658.08 $ 132,494.48 Development Services 2,360,310.00 2,569,240.27 2,386,940.63 182,299.64 Parks and Recreation 1,689,341.00 1,716,815.76 1,687,523.59 29,292.17 Public Safety 12,805,397.00 13,051,790.49 12,839,834.83 211,955.66 Public Works 2,775,700.00 3,022,716.73 2,894,239.45 128,477.28 Total current $ 22,348,485.00 $ 22,925,715.81 $ 22,241,196.58 $ 684,519.23 Debt service: Administrative charges $ - $ - $ 477.00 $ (477.00) Principal 101,000.00 374,000.00 374,000.00 - Interest 54,894.00 54,894.00 53,719.22 1,174.78 Total debt service $ 155,894.00 $ 428,894.00 $ 428,196.22 $ 697.78 Capital outlay: Administrative Services $ - $ 6,981.00 $ 6,981.00 $ - Development Services - 6,821.22 6,821.22 - Public Safety - 86,936.00 80,969.84 5,966.16 Public Works - 9,000.00 7,972.00 1,028.00 Parks and Recreation 20,800.00 36,186.94 12,165.80 24,021.14 Total capital outlay 20,800.00 145,925.16 114,909.86 31,015.30 Total expenditures 22,525,179.00 23,500,534.97 22,784,302.66 716,232.31 Excess (deficiency) of revenues over expenditures $ (962,255.00) $ (1,937,610.97) $ (879,364.64) $ 1,058,246.33 OTHER FINANCING SOURCES (USES) Compensation for damages $ - $ - $ 33,646.98 $ 33,646.98 Special assessments 5,500.00 5,500.00 25,793.68 20,293.68 Advance repayments 52,794.00 52,794.00 557,610.90 504,816.90 Asset disposition - - 21,759.38 21,759.38 Transfers in 4,643,594.00 5,326,694.00 5,204,588.14 (122,105.86) Transfers out (3,987,052.00) (5,142,491.33) (5,118,472.63) 24,018.70 Total other financing source (uses) $ 714,836.00 $ 242,496.67 $ 724,926.45 $ 482,429.78 Net change in fund balances (247,419.00) (1,695,114.30) (154,438.19) 1,540,676.11 Fund balances - beginning 7,622,388.72 7,622,388.72 7,622,388.72 - Fund balances - ending $ 7,374,969.72 $ 5,927,274.42 $ 7,467,950.53 $ 1,540,676.11 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau General Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ 257,000.00 $ 257,000.00 $ 280,548.13 $ 23,548.13 Charges for services 360,014.00 360,014.00 367,561.78 7,547.78 Miscellaneous 265,262.00 265,262.00 275,262.97 10,000.97 Investment revenue 450.00 450.00 380.41 (69.59) Total revenues $ 882,726.00 $ 882,726.00 $ 923,753.29 $ 41,027.29 EXPENDITURES Current: Development Services $ 1,335,446.00 $ 1,469,060.11 $ 1,457,825.08 $ 11,235.03 Total current $ 1,335,446.00 $ 1,469,060.11 $ 1,457,825.08 $ 11,235.03 Debt service: Interest $ - $ - $ 120.09 $ (120.09) Total debt service $ - $ - $ 120.09 $ (120.09) Capital outlay: Development Services $ 12,300.00 $ 20,241.08 $ 7,941.00 $ 12,300.08 Total capital outlay $ 12,300.00 $ 20,241.08 $ 7,941.00 $ 12,300.08 Total expenditures $ 1,347,746.00 $ 1,489,301.19 $ 1,465,886.17 $ 23,415.02 Excess (deficiency) of revenues over expenditures $ (465,020.00) $ (606,575.19) $ (542,132.88) $ 64,442.31 OTHER FINANCING SOURCES (USES) Transfers in $ 465,020.00 $ 584,630.00 $ 543,950.00 $ (40,680.00) Total other financing source (uses) $ 465,020.00 $ 584,630.00 $ 543,950.00 $ (40,680.00) Net change in fund balances $ - $ (21,945.19) $ 1,817.12 $ 23,762.31 Fund balances - beginning 132,492.12 132,492.12 132,492.12 - Fund balances - ending $ 132,492.12 $ 110,546.93 $ 134,309.24 $ 23,762.31 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Airport Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 Variance with Original Final Actual Final Budget REVENUES Charges for services $ 1,335,215.00 $ 1,335,215.00 $ 1,303,203.17 $ (32,011.83) Miscellaneous - - 8,999.26 8,999.26 Investment revenue 5,000.00 5,000.00 5,496.16 496.16 Asset disposition - - 227.61 227.61 Total revenues $ 1,340,215.00 $ 1,340,215.00 $ 1,317,926.20 $ (22,288.80) EXPENDITURES Current: Parks and Recreation $ 2,557,324.00 $ 2,631,746.65 $ 2,515,727.68 $ 116,018.97 Total current $ 2,557,324.00 $ 2,631,746.65 $ 2,515,727.68 $ 116,018.97 Capital outlay: Parks and Recreation - 18,300.00 - 18,300.00 Total capital outlay - 18,300.00 - 18,300.00 Total expenditures 2,557,324.00 2,650,046.65 2,515,727.68 134,318.97 Excess (deficiency) of revenues over expenditures $ (1,217,109.00) $ (1,309,831.65) $ (1,197,801.48) $ 112,030.17 OTHER FINANCING SOURCES (USES) Transfers in 1,217,109.00 1,312,026.00 1,209,798.39 (102,227.61) Transfers out - (3,421.86) (3,421.86) - Total other financing source (uses) 1,217,109.00 1,308,604.14 1,206,376.53 (102,227.61) Net change in fund balances - (1,227.51) 8,575.05 9,802.56 Fund balances - beginning 460,656.88 460,656.88 460,656.88 - Fund balances - ending $ 460,656.88 $ 459,429.37 $ 469,231.93 $ 9,802.56 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Parks and Recreation Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 Variance with Original Final Actual Final Budget REVENUES Taxes $ 3,050,000.00 $ 3,050,000.00 $ 3,268,825.19 $ 218,825.19 Investment revenue - - 56,468.60 56,468.60 Total revenues $ 3,050,000.00 $ 3,050,000.00 $ 3,325,293.79 $ 275,293.79 EXPENDITURES Current: Administrative services $ 300,000.00 $ 877,499.79 $ 583,797.15 $ 293,702.64 Public safety - - 22,864.12 (22,864.12) Total current $ 300,000.00 $ 877,499.79 $ 606,661.27 $ 270,838.52 Debt service: Principal $ 340,598.00 $ 340,598.00 $ 340,598.27 $ (0.27) Interest 119,402.00 119,402.00 119,401.73 0.27 Total debt service $ 460,000.00 $ 460,000.00 $ 460,000.00 $ (0.00) Capital outlay: Capital improvement projects $ 142,400.00 $ 830,318.73 $ 418,038.15 $ 412,280.58 Total capital outlay $ 142,400.00 $ 830,318.73 $ 418,038.15 $ 412,280.58 Total expenditures $ 902,400.00 $ 2,167,818.52 $ 1,484,699.42 $ 683,119.10 Excess (deficiency) of revenues over expenditures $ 2,147,600.00 $ 882,181.48 $ 1,840,594.37 $ 958,412.89 OTHER FINANCING SOURCES (USES) Transfers in $ 260,000.00 $ 260,000.00 $ 260,000.00 $ - Transfers out (428,000.00) (678,000.00) (486,002.93) 191,997.07 Total other financing source (uses) $ (168,000.00) $ (418,000.00) $ (226,002.93) $ 191,997.07 Net change in fund balances $ 1,979,600.00 $ 464,181.48 $ 1,614,591.44 $ 1,150,409.96 Fund balances - beginning 2,566,495.79 2,566,495.79 2,566,495.79 - Fund balances - ending $ 4,546,095.79 $ 3,030,677.27 $ 4,181,087.23 $ 1,150,409.96 Budgeted Amounts City of Cape Girardeau Casino Revenue Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Investment revenue $ 20,000.00 $ 20,000.00 $ 42,390.95 $ 22,390.95 Total revenues $ 20,000.00 $ 20,000.00 $ 42,390.95 $ 22,390.95 EXPENDITURES Capital outlay: Capital improvements $ 1,148,000.00 $ 1,150,000.00 $ 1,930.00 $ 1,148,070.00 Total capital outlay $ 1,148,000.00 $ 1,150,000.00 $ 1,930.00 $ 1,148,070.00 Total expenditures $ 1,148,000.00 $ 1,150,000.00 $ 1,930.00 $ 1,148,070.00 Excess (deficiency) of revenues over expenditures $ (1,128,000.00) $ (1,130,000.00) $ 40,460.95 $ 1,170,460.95 OTHER FINANCING SOURCES (USES) Transfers in $ - $ 1,750.00 $ 1,561.58 $ (188.42) Total other financing source (uses) $ - $ 1,750.00 $ 1,561.58 $ (188.42) Net change in fund balances $ (1,128,000.00) $ (1,128,250.00) $ 42,022.53 $ 1,170,272.53 Fund balances - beginning 3,206,047.10 3,206,047.10 3,206,047.10 - Fund balances - ending $ 2,078,047.10 $ 2,077,797.10 $ 3,248,069.63 $ 1,170,272.53 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Transportation Sales Tax III Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 85 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2015 BUDGETS AND BUDGETARY ACCOUNTING The City adopts annual operating budgets for all funds except Storm Water Projects from Park / 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 an emergency situation, the City Council may amend the initial budget by ordinance. The initial budget was adopted by the City Council on June 16, 2014 and amended on October 6, 2014; April 15, 2015; May 4, 2015; May 18, 2015; and July 6, 2015. The initial budget and final amended budget are both reflected in the financial statements. For the year ended June 30, 2015, the fund expenditures for Public Safety Trust II, Capital Improvement Sales Tax-Sewer System, Fire Sales Tax, STP-Urban Grant Project, and Community Development Block Grant exceeded their approved budgets by $377,344; $12,066; $56,574; $113; and $439,383, respectively. 86 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2015 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: Excess (Deficiency) of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses Casino Transportation Parks and Revenue Sales Tax Trust Non-major General Airport Recreation Fund Fund IV Funds GAAP Basis $ (699,623) $ 16,758 $ 7,365 $ 1,341,927 $ 2,957,638 $ (126,684) Increase due to: Prior year-end encumbrances Administrative services 29,245 - - - - - Development services 14,300 30,542 - - - 51,561 Parks and recreation 850 - 3,299 - - - Public safety 17,236 - - - - 20,986 Public works 17,790 - - - - - Capital improvement - - - - - 19,846 Capital outlay - - - 1,067,460 392,319 737,022 Contingency 5,338 - - - - - Advance repayments from other funds 557,611 - - - - - Special payment to LAGERS 1,591,411 46,778 62,401 - - - Adjust investments to market 714 27 115 271 - 3,362 Funds not budgeted annually 216,817 Encumbrance revenue 20,860 - - - - 426,866 2,255,355 77,347 65,815 1,067,731 392,319 1,476,460 Decrease due to: Current year-end encumbrances Administrative services 4,826 - - - - - Development services 13,200 18,822 - - - 26,173 Parks and recreation 3,612 - 2,204 - - - Public safety 43,345 - - - - 83,767 Public works 37,764 - - - - - Capital improvement - - - - - 59,890 Capital outlay 16,012 12,654 - 306,732 1,848,102 917,369 Encumbrance revenue - 14,034 - - - - Advance made to other funds - - - 488,335 - - Special transfer from: Employee fringe for LAGERS 1,221,516 46,778 62,401 - - - Risk management for LAGERS 369,895 - - - - - Adjust invest to market - - - - 1,181 - 1,710,170 92,288 64,605 795,067 1,849,283 1,087,199 Budget Basis $ (154,438) $ 1,817 $ 8,575 $ 1,614,591 $ 1,500,674 $ 262,577 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, 2015 BUDGETS AND BUDGETARY ACCOUNTING - Continued Net Income (Loss) Solid Golf Softball Sewer Water Waste Course Complex GAAP Basis $ 2,863,277 $ 1,122,219 $ 637,352 $ (81,338) $ (33,778) Increase due to : Prior year encumbrances Operating expenses 137,702 19,314 47,559 12,320 20,109 Capital outlays 11,090,241 639,654 36,107 - - Depreciation 3,247,884 1,667,681 408,017 95,024 158,925 Special assessments 10,540 1,744 - - - Bond proceeds 12,156,055 - - - - Interest cost amortized 129,927 - - - - Deferred revenue - - - - - Capital outlays - - - - - Interest paid more than accrual 71,584 - - - - Amount deferred for future debt service for capital appreciation bonds: Interest subsidy received 29,172 - - - - Net OPEB obligation - 3,026 3,510 33,683 728 Adjust investments to market 3,508 761 444 25 48 Asset dispositions 69,439 12,013 24,000 - - Advance from general - - 488,335 - - Bad debt allowance 91,917 59,269 26,814 - - 27,037,969 2,403,462 1,034,786 141,052 179,810 Decrease due to: Year-end encumbrances Operating expenses 274,351 13,639 15,149 - 3,758 Capital outlays 2,410,800 1,275,119 30,285 - - Landfill closure and maintenance costs - - 1,922 - - Interest paid more than accrual - 5,450 10,847 - - Bond principal paid 2,344,250 545,000 1,199,661 32,537 20,257 Amortized bond premium/discount - 21,582 1,909 - - Capital outlays 12,641,802 1,004,538 362,236 - - Deferred revenues 82,468 114,376 90,003 - - Adjustment to liability for future landfill postclosure maintenance costs - - 7,828 - - Special transfer from employee fringe for LAGERS 131,352 19,366 83,077 22,173 13,752 Net OPEB obligation 19,419 - - - - Net pension cost 48,870 8,984 33,595 7,117 12,103 Contributed capital 1,472,040 120,334 - - 55,622 19,425,352 3,128,388 1,836,512 61,827 105,492 Budget Basis $ 10,475,894 $ 397,293 $ (164,374) $ (2,113) $ 40,540 88 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2015 BUDGETS AND BUDGETARY ACCOUNTING - Continued Net Income (Loss) Fleet Employee Risk Equipment IT Management Fringe Management Replacement GAAP basis $ (143,689) $ 60,095 $(1,050,123) $(207,787) $ 137,966 Increase due to: Prior year encumbrances Operating expenses 107,429 936 - - - Capital outlays - - - - - Depreciation 141,847 25,014 - - 269,800 Deferred revenues - 15,888 - - - Special payment to LAGERS treated as transfers to other funds in GAAP - - 1,650,000 369,895 - Adjust investments to market Net OPEB Obligation 161 2,398 56 - 1,565 - 708 - 169 - 251,835 41,894 1,651,565 370,603 269,969 Decrease due to: Year-end encumbrances Operating expenses 26,151 1,236 - - - Special transfer from employee fringe for LAGERS 10,665 37,516 - - - Net OPEB obligation - 10,567 - - - Net pension cost Capital outlays Special payment to LAGERS treated as special item in budget - 7,406 92,019 - 19,820 6,228 1,650,000 - - 369,895 - - - - 235,552 136,241 75,367 1,650,000 369,895 235,552 Budget Basis $ (28,095) $ 26,622 $(1,048,558) $(207,079) $ 172,383 SUPPLEMENTAL INFORMATION Variance with Original Final Actual Final Budget REVENUES Taxes $ 2,104,691.00 $ 2,104,691.00 $ 2,136,403.70 $ 31,712.70 Investment revenue 2,500.00 2,500.00 6,958.51 4,458.51 Total revenues 2,107,191.00 2,107,191.00 2,143,362.21 36,171.21 EXPENDITURES Current: Development services $ 706,681.00 $ 784,411.35 $ 755,433.42 $ 28,977.93 Total current $ 706,681.00 $ 784,411.35 $ 755,433.42 $ 28,977.93 Capital outlay: Development services $ - $ 1,300,000.00 $ 1,181,126.85 $ 118,873.15 Total capital outlay $ - $ 1,300,000.00 $ 1,181,126.85 $ 118,873.15 Total expenditures $ 706,681.00 $ 2,084,411.35 $ 1,936,560.27 $ 147,851.08 Excess (deficiency) of revenues over expenditures $ 1,400,510.00 $ 22,779.65 $ 206,801.94 $ 184,022.29 OTHER FINANCING SOURCES (USES) Transfers out $ (1,430,277.00) $ (1,430,277.00) $ - $ 1,430,277.00 Total other financing source (uses) $ (1,430,277.00) $ (1,430,277.00) $ - $ 1,430,277.00 Net change in fund balances $ (29,767.00) $ (1,407,497.35) $ 206,801.94 $ 1,614,299.29 Fund balances - beginning 276,841.73 276,841.73 276,841.73 - Fund balances - ending $ 247,074.73 $ (1,130,655.62) $ 483,643.67 $ 1,614,299.29 Budgeted Amounts City of Cape Girardeau Convention and Tourism Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Taxes $ 28,002.00 $ 28,002.00 $ 26,002.09 $ (1,999.91) Intergovernmental - - 12,000.00 12,000.00 Investment revenue 500.00 500.00 1,171.80 671.80 Total revenues $ 28,502.00 $ 28,502.00 $ 39,173.89 $ 10,671.89 EXPENDITURES Current: Development Services $ 28,502.00 $ 46,502.00 $ 25,081.07 $ 21,420.93 Total current $ 28,502.00 $ 46,502.00 $ 25,081.07 $ 21,420.93 Total expenditures $ 28,502.00 $ 46,502.00 $ 25,081.07 $ 21,420.93 Excess (deficiency) of revenues over expenditures $ - $ (18,000.00) $ 14,092.82 $ 32,092.82 Net change in fund balances $ - $ (18,000.00) $ 14,092.82 $ 32,092.82 Fund balances - beginning 79,061.49 79,061.49 79,061.49 - Fund balances - ending $ 79,061.49 $ 61,061.49 $ 93,154.31 $ 32,092.82 Budgeted Amounts 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, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Taxes $ 352,561.00 $ 352,561.00 $ 351,773.26 $ (787.74) Licenses & permits 4,500.00 4,500.00 2,512.00 (1,988.00) Investment revenue 5,000.00 5,000.00 5,411.58 411.58 Total revenues $ 362,061.00 $ 362,061.00 $ 359,696.84 $ (2,364.16) EXPENDITURES Current: Public safety $ 567,861.00 $ 569,576.00 $ 406,087.91 $ 163,488.09 Total current $ 567,861.00 $ 569,576.00 $ 406,087.91 $ 163,488.09 Debt service: Total debt service $ - $ - $ - $ - Capital outlay: Public Safety $ 76,000.00 $ 76,000.00 $ 75,997.08 $ 2.92 Total capital outlay $ 76,000.00 $ 76,000.00 $ 75,997.08 $ 2.92 Total expenditures $ 643,861.00 $ 645,576.00 $ 482,084.99 $ 163,491.01 Excess (deficiency) of revenues over expenditures $ (281,800.00) $ (283,515.00) $ (122,388.15) $ 161,126.85 OTHER FINANCING SOURCES (USES) Total other financing source (uses) $ - $ - $ - $ - Net change in fund balances $ (281,800.00) $ (283,515.00) $ (122,388.15) $ 161,126.85 Fund balances - beginning 452,280.79 452,280.79 452,280.79 - Fund balances - ending $ 170,480.79 $ 168,765.79 $ 329,892.64 $ 161,126.85 Budgeted Amounts City of Cape Girardeau Health Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ 1,390,000.00 $ 1,390,000.00 $ 1,599,683.87 $ 209,683.87 Investment revenue 6,243.00 6,243.00 13,297.54 7,054.54 Total revenues $ 1,396,243.00 $ 1,396,243.00 $ 1,612,981.41 $ 216,738.41 EXPENDITURES Current: Capital Improvements $ - $ 21,500.00 $ 21,210.75 $ 289.25 Total current $ - $ 21,500.00 $ 21,210.75 $ 289.25 Debt service: Total debt service $ - $ - $ - $ - Capital outlay: Public works $ - $ 140,000.00 $ 88,776.36 $ 51,223.64 Capital improvements - 196,534.75 163,678.13 32,856.62 Total capital outlay $ - $ 336,534.75 $ 252,454.49 $ 84,080.26 Total expenditures $ - $ 358,034.75 $ 273,665.24 $ 84,369.51 Excess (deficiency) of revenues over expenditures $ 1,396,243.00 $ 1,038,208.25 $ 1,339,316.17 $ 301,107.92 OTHER FINANCING SOURCES (USES) Special assessments $ 4,468.00 $ 4,468.00 $ 4,578.06 $ 110.06 Transfers in - 27,500.00 25,637.41 (1,862.59) Transfers out (1,120,000.00) (1,120,000.00) (1,120,000.00) - Total other financing source (uses) $ (1,115,532.00) $ (1,088,032.00) $ (1,089,784.53) $ (1,752.53) Net change in fund balances $ 280,711.00 $ (49,823.75) $ 249,531.64 $ 299,355.39 Fund balances - beginning 828,627.70 828,627.70 828,627.70 - Fund balances - ending $ 1,109,338.70 $ 778,803.95 $ 1,078,159.34 $ 299,355.39 Budgeted Amounts City of Cape Girardeau Motor Fuel Tax Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Taxes $ 2,505,000.00 $ 2,505,000.00 $ 2,538,305.06 $ 33,305.06 Investment revenue 37,500.00 37,500.00 77,216.84 39,716.84 Total revenues $ 2,542,500.00 $ 2,542,500.00 $ 2,615,521.90 $ 73,021.90 EXPENDITURES Current: Development services $ 128,185.00 $ 128,185.00 $ 140,251.31 $ (12,066.31) Total current $ 128,185.00 $ 128,185.00 $ 140,251.31 $ (12,066.31) Debt service: Administrative charges $ 6,000.00 $ 6,000.00 $ 5,296.76 $ 703.24 Principal 44,700.00 44,700.00 44,700.00 - Interest 12,515.00 12,515.00 12,514.52 0.48 Total debt service $ 63,215.00 $ 63,215.00 $ 62,511.28 $ 703.72 Total expenditures $ 191,400.00 $ 191,400.00 $ 202,762.59 $ (11,362.59) Excess (deficiency) of revenues over expenditures $ 2,351,100.00 $ 2,351,100.00 $ 2,412,759.31 $ 61,659.31 OTHER FINANCING SOURCES (USES) Transfers in $ - $ - $ 36.46 $ 36.46 Transfers out (7,383,000.00) (7,383,000.00) (3,140,881.11) 4,242,118.89 Total other financing source (uses) $ (7,383,000.00) $ (7,383,000.00) $ (3,140,844.65) $ 4,242,155.35 Net change in fund balances $ (5,031,900.00) $ (5,031,900.00) $ (728,085.34) $ 4,303,814.66 Fund balances - beginning 5,688,693.72 5,688,693.72 5,688,693.72 - Fund balances - ending $ 656,793.72 $ 656,793.72 $ 4,960,608.38 $ 4,303,814.66 Budgeted Amounts City of Cape Girardeau Cap Imp Sales Tax-Water System Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Investment revenue $ - $ - $ 49.94 $ 49.94 Total revenues $ - $ - $ 49.94 $ 49.94 EXPENDITURES Total expenditures $ - $ - $ - $ - Excess (deficiency) of revenues over expenditures $ - $ - $ 49.94 $ 49.94 OTHER FINANCING SOURCES (USES) Special assessments $ - $ - $ 0.06 $ 0.06 Transfers out - (27,500.00) (25,637.41) 1,862.59 Total other financing source (uses) $ - $ (27,500.00) $ (25,637.35) $ 1,862.65 Net change in fund balances $ - $ (27,500.00) $ (25,587.41) $ 1,912.59 Fund balances - beginning 25,587.41 25,587.41 25,587.41 - Fund balances - ending $ 25,587.41 $ (1,912.59) $ - $ 1,912.59 Budgeted Amounts City of Cape Girardeau Transportation Sales Tax I Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Taxes $ 2,505,000.00 $ 2,505,000.00 $ 2,538,309.42 $ 33,309.42 Investment revenue 56,250.00 56,250.00 42,256.62 (13,993.38) Total revenues $ 2,561,250.00 $ 2,561,250.00 $ 2,580,566.04 $ 19,316.04 EXPENDITURES Current: Development services $ 128,185.00 $ 128,185.00 $ 140,251.30 $ (12,066.30) Total current $ 128,185.00 $ 128,185.00 $ 140,251.30 $ (12,066.30) Total expenditures $ 128,185.00 $ 128,185.00 $ 140,251.30 $ (12,066.30) Excess (deficiency) of revenues over expenditures $ 2,433,065.00 $ 2,433,065.00 $ 2,440,314.74 $ 7,249.74 OTHER FINANCING SOURCES (USES) Transfers out $ (1,627,500.00) $ (1,627,500.00) $ (1,627,500.00) $ - Total other financing source (uses) $ (1,627,500.00) $ (1,627,500.00) $ (1,627,500.00) $ - Net change in fund balances $ 805,565.00 $ 805,565.00 $ 812,814.74 $ 7,249.74 Fund balances - beginning 3,102,428.66 3,102,428.66 3,102,428.66 - Fund balances - ending $ 3,907,993.66 $ 3,907,993.66 $ 3,915,243.40 $ 7,249.74 Budgeted Amounts City of Cape Girardeau Cap Imp Sales Tax-Sewer System Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Total revenues $ - $ - $ - $ - EXPENDITURES Total expenditures $ - $ - $ - $ - Excess (deficiency) of revenues over expenditures $ - $ - $ - $ - OTHER FINANCING SOURCES (USES) Transfers out $ - $ (1,750.00) $ (1,561.58) $ 188.42 Total other financing source (uses) $ - $ (1,750.00) $ (1,561.58) $ 188.42 Net change in fund balances $ - $ (1,750.00) $ (1,561.58) $ 188.42 Fund balances - beginning 1,561.58 1,561.58 1,561.58 - Fund balances - ending $ 1,561.58 $ (188.42) $ - $ 188.42 Budgeted Amounts City of Cape Girardeau Transportation Sales Tax II Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Taxes $ 2,033,260.00 $ 2,033,260.00 $ 2,459,550.01 $ 426,290.01 Total revenues $ 2,033,260.00 $ 2,033,260.00 $ 2,459,550.01 $ 426,290.01 EXPENDITURES Total expenditures $ - $ - $ - $ - Excess (deficiency) of revenues over expenditures $ 2,033,260.00 $ 2,033,260.00 $ 2,459,550.01 $ 426,290.01 OTHER FINANCING SOURCES (USES) Transfers out $ (2,033,260.00) $ (2,453,260.00) $ (2,509,834.11) $ (56,574.11) Total other financing source (uses) $ (2,033,260.00) $ (2,453,260.00) $ (2,509,834.11) $ (56,574.11) Net change in fund balances $ - $ (420,000.00) $ (50,284.10) $ 369,715.90 Fund balances - beginning 275,546.69 275,546.69 275,546.69 - Fund balances - ending $ 275,546.69 $ (144,453.31) $ 225,262.59 $ 369,715.90 Budgeted Amounts City of Cape Girardeau Fire Sales Tax Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Investment revenue $ - $ - $ 14,220.09 $ 14,220.09 Total revenues $ - $ - $ 14,220.09 $ 14,220.09 EXPENDITURES Current: Public safety $ 19,998.00 $ 19,998.00 $ 12,232.20 $ 7,765.80 Total current $ 19,998.00 $ 19,998.00 $ 12,232.20 $ 7,765.80 Debt service: Principal $ 1,330,907.00 $ 1,330,907.00 $ 1,330,907.04 $ (0.04) Interest 59,700.00 59,700.00 59,836.21 (136.21) Total debt service $ 1,390,607.00 $ 1,390,607.00 $ 1,390,743.25 $ (136.25) Capital outlay: Public safety $ 15,000.00 $ 41,706.00 $ 34,847.48 $ 6,858.52 Total capital outlay $ 15,000.00 $ 41,706.00 $ 34,847.48 $ 6,858.52 Total expenditures $ 1,425,605.00 $ 1,452,311.00 $ 1,437,822.93 $ 14,488.07 Excess (deficiency) of revenues over expenditures $ (1,425,605.00) $ (1,452,311.00) $ (1,423,602.84) $ 28,708.16 OTHER FINANCING SOURCES (USES) Transfers in $ 2,033,260.00 $ 2,453,260.00 $ 1,754,500.77 $ (698,759.23) Transfers out (1,202,400.00) (1,412,400.00) (877,250.37) 535,149.63 Total other financing source (uses) $ 830,860.00 $ 1,040,860.00 $ 877,250.40 $ (163,609.60) Net change in fund balances $ (594,745.00) $ (411,451.00) $ (546,352.44) $ (134,901.44) Fund balances - beginning 594,050.92 594,050.92 594,050.92 - Fund balances - ending $ (694.08) $ 182,599.92 $ 47,698.48 $ (134,901.44) Budgeted Amounts City of Cape Girardeau Public Safety Trust Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Total revenues $ - $ - $ - $ - EXPENDITURES Total expenditures $ - $ - $ - $ - Excess (deficiency) of revenues over expenditures $ - $ - $ - $ - OTHER FINANCING SOURCES (USES) Transfers out $ - $ (26,500.00) $ (26,335.20) $ 164.80 Total other financing source (uses) $ - $ (26,500.00) $ (26,335.20) $ 164.80 Net change in fund balances $ - $ (26,500.00) $ (26,335.20) $ 164.80 Fund balances - beginning 26,335.20 26,335.20 26,335.20 - Fund balances - ending $ 26,335.20 $ (164.80) $ - $ 164.80 Budgeted Amounts City of Cape Girardeau Debt Service Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 53,294.02 $ 53,294.02 Investment revenue 1,000.00 1,000.00 132.26 (867.74) Total revenues $ 1,000.00 $ 1,000.00 $ 53,426.28 $ 52,426.28 EXPENDITURES Debt service: Interest $ - $ - $ 192.87 $ (192.87) Total debt service $ - $ - $ 192.87 $ (192.87) Capital outlay: Capital Improvements $ - $ 16,539.41 $ 8,409.15 $ 8,130.26 Total capital outlay $ - $ 16,539.41 $ 8,409.15 $ 8,130.26 Total expenditures $ - $ 16,539.41 $ 8,602.02 $ 7,937.39 Excess (deficiency) of revenues over expenditures $ 1,000.00 $ (15,539.41) $ 44,824.26 $ 60,363.67 OTHER FINANCING SOURCES (USES) Total other financing source (uses) $ - $ - $ - $ - Net change in fund balances $ 1,000.00 $ (15,539.41) $ 44,824.26 $ 60,363.67 Fund balances - beginning (13,604.15) (13,604.15) (13,604.15) - Fund balances - ending $ (12,604.15) $ (29,143.56) $ 31,220.11 $ 60,363.67 Budgeted Amounts 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, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Investment revenue $ 1,794.00 $ 1,794.00 $ 3,362.61 $ 1,568.61 Total revenues $ 1,794.00 $ 1,794.00 $ 3,362.61 $ 1,568.61 EXPENDITURES Capital outlay: Capital Improvements $ - $ 533,216.00 $ 473,970.57 $ 59,245.43 Total capital outlay $ - $ 533,216.00 $ 473,970.57 $ 59,245.43 Total expenditures $ - $ 533,216.00 $ 473,970.57 $ 59,245.43 Excess (deficiency) of revenues over expenditures $ 1,794.00 $ (531,422.00) $ (470,607.96) $ 60,814.04 OTHER FINANCING SOURCES (USES) Special assessments $ 5,319.00 $ 5,319.00 $ 14,413.68 $ 9,094.68 Total other financing source (uses) $ 5,319.00 $ 5,319.00 $ 14,413.68 $ 9,094.68 Net change in fund balances $ 7,113.00 $ (526,103.00) $ (456,194.28) $ 69,908.72 Fund balances - beginning 105,598.44 105,598.44 105,598.44 - Fund balances - ending $ 112,711.44 $ (420,504.56) $ (350,595.84) $ 69,908.72 Budgeted Amounts City of Cape Girardeau Street Capital Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ 1,360,000.00 $ 1,360,000.00 $ 794,860.85 $ (565,139.15) Investment revenue - - 351.64 351.64 Total revenues $ 1,360,000.00 $ 1,360,000.00 $ 795,212.49 $ (564,787.51) EXPENDITURES Capital outlay: Capital Improvements $ 1,360,000.00 $ 1,360,000.00 $ 816,996.71 $ 543,003.29 Total capital outlay $ 1,360,000.00 $ 1,360,000.00 $ 816,996.71 $ 543,003.29 Total expenditures $ 1,360,000.00 $ 1,360,000.00 $ 816,996.71 $ 543,003.29 Excess (deficiency) of revenues over expenditures $ - $ - $ (21,784.22) $ (21,784.22) OTHER FINANCING SOURCES (USES) Transfers in $ - $ - $ 17,624.06 $ 17,624.06 Total other financing source (uses) $ - $ - $ 17,624.06 $ 17,624.06 Net change in fund balances $ - $ - $ (4,160.16) $ (4,160.16) Fund balances - beginning 21,439.22 21,439.22 21,439.22 - Fund balances - ending $ 21,439.22 $ 21,439.22 $ 17,279.06 $ (4,160.16) Budgeted Amounts City of Cape Girardeau Park Capital Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 1,316,875.98 $ 1,316,875.98 Investment revenue - - 187.07 187.07 Total revenues $ - $ - $ 1,317,063.05 $ 1,317,063.05 EXPENDITURES Current: Capital Improvements $ - $ 2,509,884.52 $ 2,948,132.34 $ (438,247.82) Total current $ - $ 2,509,884.52 $ 2,948,132.34 $ (438,247.82) Debt service: Interest $ - $ - $ 1,134.89 $ (1,134.89) Total debt service $ - $ - $ 1,134.89 $ (1,134.89) Total expenditures $ - $ 2,509,884.52 $ 2,949,267.23 $ (439,382.71) Excess (deficiency) of revenues over expenditures $ - $ (2,509,884.52) $ (1,632,204.18) $ 877,680.34 OTHER FINANCING SOURCES (USES) Transfers in $ - $ 1,090,500.00 $ 1,664,244.79 $ 573,744.79 Total other financing source (uses) $ - $ 1,090,500.00 $ 1,664,244.79 $ 573,744.79 Net change in fund balances $ - $ (1,419,384.52) $ 32,040.61 $ 1,451,425.13 Fund balances - beginning (31,004.90) (31,004.90) (31,004.90) - Fund balances - ending $ (31,004.90) $ (1,450,389.42) $ 1,035.71 $ 1,451,425.13 Budgeted Amounts City of Cape Girardeau Comm Devel Block Grant Project Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Taxes $ 4,809,600.00 $ 4,809,600.00 $ 4,919,235.94 $ 109,635.94 Intergovernmental 30,000.00 30,000.00 30,000.00 - Investment revenue 6,250.00 6,250.00 87,798.40 81,548.40 Total revenues $ 4,845,850.00 $ 4,845,850.00 $ 5,037,034.34 $ 191,184.34 EXPENDITURES Current: Development services $ 242,850.00 $ 252,850.00 $ 277,432.59 $ (24,582.59) Total current $ 242,850.00 $ 252,850.00 $ 277,432.59 $ (24,582.59) Debt service: Total debt service $ - $ - $ - $ - Capital outlay: Capital Improvement Projects $ 5,540,000.00 $ 7,896,116.49 $ 3,518,928.12 $ 4,377,188.37 Total capital outlay $ 5,540,000.00 $ 7,896,116.49 $ 3,518,928.12 $ 4,377,188.37 Total expenditures $ 5,782,850.00 $ 8,148,966.49 $ 3,796,360.71 $ 4,352,605.78 Excess (deficiency) of revenues over expenditures $ (937,000.00) $ (3,303,116.49) $ 1,240,673.63 $ 4,543,790.12 OTHER FINANCING SOURCES (USES) Transfers in $ 260,000.00 $ 260,000.00 $ 260,000.00 $ - Total other financing source (uses) $ 260,000.00 $ 260,000.00 $ 260,000.00 $ - Net change in fund balances $ (677,000.00) $ (3,043,116.49) $ 1,500,673.63 $ 4,543,790.12 Fund balances - beginning 5,110,888.50 5,110,888.50 5,110,888.50 - Fund balances - ending $ 4,433,888.50 $ 2,067,772.01 $ 6,611,562.13 $ 4,543,790.12 Budgeted Amounts City of Cape Girardeau Transportation Sales Tax IV Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Taxes $ 1,252,500.00 $ 1,252,500.00 $ 1,269,034.40 $ 16,534.40 Investment revenue 2,500.00 2,500.00 12,448.01 9,948.01 Total revenues $ 1,255,000.00 $ 1,255,000.00 $ 1,281,482.41 $ 26,482.41 EXPENDITURES Total expenditures $ - $ - $ - $ - Excess (deficiency) of revenues over expenditures $ 1,255,000.00 $ 1,255,000.00 $ 1,281,482.41 $ 26,482.41 OTHER FINANCING SOURCES (USES) Transfers out $ (1,282,732.00) $ (1,450,563.00) $ (1,384,563.00) $ 66,000.00 Total other financing source (uses) $ (1,282,732.00) $ (1,450,563.00) $ (1,384,563.00) $ 66,000.00 Net change in fund balances $ (27,732.00) $ (195,563.00) $ (103,080.59) $ 92,482.41 Fund balances - beginning 417,573.20 417,573.20 417,573.20 - Fund balances - ending $ 389,841.20 $ 222,010.20 $ 314,492.61 $ 92,482.41 Budgeted Amounts City of Cape Girardeau Parks/Stormwater Sales Tax Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Taxes $ 3,757,500.00 $ 3,757,500.00 $ 3,807,103.09 $ 49,603.09 Investment revenue 25,000.00 25,000.00 57,118.18 32,118.18 Total revenues $ 3,782,500.00 $ 3,782,500.00 $ 3,864,221.27 $ 81,721.27 EXPENDITURES Debt service: Administrative charges $ 3,000.00 $ 3,000.00 $ 2,915.00 $ 85.00 Principal 2,080,000.00 2,080,000.00 2,080,000.00 - Interest 407,394.00 407,394.00 407,393.76 0.24 Total debt service $ 2,490,394.00 $ 2,490,394.00 $ 2,490,308.76 $ 85.24 Capital outlay: Parks and recreation $ 62,500.00 $ 62,500.00 $ 46,734.85 $ 15,765.15 Total capital outlay $ 62,500.00 $ 62,500.00 $ 46,734.85 $ 15,765.15 Total expenditures $ 2,552,894.00 $ 2,552,894.00 $ 2,537,043.61 $ 15,850.39 Excess (deficiency) of revenues over expenditures $ 1,229,606.00 $ 1,229,606.00 $ 1,327,177.66 $ 97,571.66 OTHER FINANCING SOURCES (USES) Transfers in $ 30,000.00 $ 30,000.00 $ 30,000.00 $ - Transfers out (1,259,606.00) (1,259,606.00) (700,115.91) 559,490.09 Total other financing source (uses) $ (1,229,606.00) $ (1,229,606.00) $ (670,115.91) $ 559,490.09 Net change in fund balances $ - $ - $ 657,061.75 $ 657,061.75 Fund balances - beginning 3,670,230.91 3,670,230.91 3,670,230.91 - Fund balances - ending $ 3,670,230.91 $ 3,670,230.91 $ 4,327,292.66 $ 657,061.75 Budgeted Amounts City of Cape Girardeau Parks/Stormwater Sales Tax-Cap Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ 165,000.00 $ 165,000.00 $ 160,995.82 $ (4,004.18) Investment revenue - - 12.45 12.45 Total revenues $ 165,000.00 $ 165,000.00 $ 161,008.27 $ (3,991.73) EXPENDITURES Current: Development services $ 177,000.00 $ 329,617.98 $ 230,710.77 $ 98,907.21 Total current $ 177,000.00 $ 329,617.98 $ 230,710.77 $ 98,907.21 Debt service: Interest $ - $ - $ 344.55 $ (344.55) Total debt service $ - $ - $ 344.55 $ (344.55) Total expenditures $ 177,000.00 $ 329,617.98 $ 231,055.32 $ 98,562.66 Excess (deficiency) of revenues over expenditures $ (12,000.00) $ (164,617.98) $ (70,047.05) $ 94,570.93 OTHER FINANCING SOURCES (USES) Transfers in $ 12,000.00 $ 15,000.00 $ 19,745.20 $ 4,745.20 Total other financing source (uses) $ 12,000.00 $ 15,000.00 $ 19,745.20 $ 4,745.20 Net change in fund balances $ - $ (149,617.98) $ (50,301.85) $ 99,316.13 Fund balances - beginning 6,070.44 6,070.44 6,070.44 - Fund balances - ending $ 6,070.44 $ (143,547.54) $ (44,231.41) $ 99,316.13 Budgeted Amounts City of Cape Girardeau Housing Development Grant Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 53,275.71 $ 53,275.71 Investment revenue - - 613.36 613.36 Total revenues $ - $ - $ 53,889.07 $ 53,889.07 EXPENDITURES Current: Capital Improvements $ - $ 76,594.20 $ 76,707.67 $ (113.47) Total current $ - $ 76,594.20 $ 76,707.67 $ (113.47) Total expenditures $ - $ 76,594.20 $ 76,707.67 $ (113.47) Excess (deficiency) of revenues over expenditures $ - $ (76,594.20) $ (22,818.60) $ 53,775.60 Net change in fund balances $ - $ (76,594.20) $ (22,818.60) $ 53,775.60 Fund balances - beginning 50,362.55 50,362.55 50,362.55 - Fund balances - ending $ 50,362.55 $ (26,231.65) $ 27,543.95 $ 53,775.60 Budgeted Amounts City of Cape Girardeau STP - Urban Grant Project Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Residential charges $ 4,620,000.00 $ 4,620,000.00 $ 4,397,073.69 $ (222,926.31) Commerical charges 2,540,000.00 2,540,000.00 2,389,539.45 (150,460.55) Other fees and charges 128,000.00 128,000.00 127,625.40 (374.60) Internal charges - - 7,454.16 7,454.16 Miscellaneous 800.00 800.00 1,367.96 567.96 Investment revenue 113,012.00 113,012.00 182,068.64 69,056.64 Asset disposition - - 83,110.42 83,110.42 Total revenues $ 7,401,812.00 $ 7,401,812.00 $ 7,188,239.72 $ (213,572.28) EXPENDITURES Current: Contractual services $ 487,528.00 $ 879,480.95 $ 808,944.32 $ 70,536.63 General operating expenses 450,745.00 459,711.38 423,337.42 36,373.96 Internal service expense 194,947.00 194,947.00 191,366.21 3,580.79 Material and supplies 744,837.00 639,872.53 649,264.09 (9,391.56) Personnel services 1,830,917.00 1,792,582.00 1,750,599.03 41,982.97 Special projects expense 18,000.00 18,000.00 16,712.04 1,287.96 Total current $ 3,726,974.00 $ 3,984,593.86 $ 3,840,223.11 $ 144,370.75 Debt service: Administrative charges $ 413,160.00 $ 413,160.00 $ 82,509.96 $ 330,650.04 Principal 2,790,420.00 2,932,170.00 2,344,250.00 587,920.00 Interest 1,808,459.00 1,808,459.00 893,494.82 914,964.18 Total debt service $ 5,012,039.00 $ 5,153,789.00 $ 3,320,254.78 $ 1,833,534.22 Capital outlay: Capital Improvement Projects $ - $ 3,625,336.05 $ 3,401,010.34 $ 224,325.71 Equipment 57,022.00 408,536.62 561,350.42 (152,813.80) Other Capital Expenditures 1,470,000.00 - - - Total capital outlay $ 1,527,022.00 $ 4,033,872.67 $ 3,962,360.76 $ 71,511.91 Total expenditures $ 10,266,035.00 $ 13,172,255.53 $ 11,122,838.65 $ 2,049,416.88 Excess (deficiency) of revenues over expenditures $ (2,864,223.00) $ (5,770,443.53) $ (3,934,598.93) $ 1,835,844.60 OTHER FINANCING SOURCES (USES) Contributed cap - connect fee $ 80,000.00 $ 80,000.00 $ 81,170.00 $ 1,170.00 Special assessments 3,536.00 3,536.00 10,539.80 7,003.80 Bond proceeds 1,390,000.00 1,390,000.00 12,156,055.49 10,766,055.49 Asset disposition 16,000.00 16,000.00 55,000.00 39,000.00 Transfers in 1,926,980.00 1,931,017.49 2,111,149.58 180,132.09 Transfers out (12,000.00) (15,421.86) (3,421.86) 12,000.00 Total other financing source (uses) $ 3,404,516.00 $ 3,405,131.63 $ 14,410,493.01 $ 11,005,361.38 Net change in fund balances $ 540,293.00 $ (2,365,311.90) $ 10,475,894.08 $ 12,841,205.98 Fund balances - beginning (5,605,414.17) (5,605,414.17) (5,605,414.17) - Fund balances - ending $ (5,065,121.17) $ (7,970,726.07) $ 4,870,479.91 $ 12,841,205.98 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Sewer Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 Variance with Original Final Actual Final Budget REVENUES Residential charges $ 3,860,000.00 $ 3,860,000.00 $ 3,561,640.33 $ (298,359.67) Commerical charges 2,540,500.00 2,540,500.00 2,328,983.49 (211,516.51) Other fees and charges 209,000.00 209,000.00 232,129.88 23,129.88 Miscellaneous 21,217.00 21,217.00 20,412.20 (804.80) Investment revenue 60,105.00 60,105.00 68,669.48 8,564.48 Total revenues $ 6,690,822.00 $ 6,690,822.00 $ 6,211,835.38 $ (478,986.62) EXPENDITURES Current: Contractual services $ 2,809,487.00 $ 2,830,796.71 $ 2,780,139.54 $ 50,657.17 General operating expenses 362,395.00 362,169.67 319,767.90 42,401.77 Internal service expense 143,028.00 143,028.00 143,086.71 (58.71) Material and supplies 1,192,292.00 1,171,207.62 1,012,949.39 158,258.23 Personnel services 296,457.00 297,071.00 272,215.11 24,855.89 Special projects expense 250,000.00 250,000.00 242,310.87 7,689.13 Total current $ 5,053,659.00 $ 5,054,273.00 $ 4,770,469.52 $ 283,803.48 Debt service: Principal $ 545,000.00 $ 545,000.00 $ 545,000.00 $ - Interest 419,281.00 419,281.00 419,281.26 (0.26) Total debt service $ 964,281.00 $ 964,281.00 $ 964,281.26 $ (0.26) Capital outlay: Capital Improvement Projects $ 350,000.00 $ 3,700,506.69 $ 1,596,623.84 $ 2,103,882.85 Equipment 70,700.00 70,700.00 43,880.00 26,820.00 Other Capital Expenditures 7,583,000.00 4,503,000.00 (500.00) 4,503,500.00 Total capital outlay $ 8,003,700.00 $ 8,274,206.69 $ 1,640,003.84 $ 6,634,202.85 Total expenditures $ 14,021,640.00 $ 14,292,760.69 $ 7,374,754.62 $ 6,918,006.07 Excess (deficiency) of revenues over expenditures $ (7,330,818.00) $ (7,601,938.69) $ (1,162,919.24) $ 6,439,019.45 OTHER FINANCING SOURCES (USES) Special assessments $ 724.00 $ 724.00 $ 1,744.04 $ 1,020.04 Asset disposition - - 12,480.93 12,480.93 Transfers in 7,425,000.00 6,584,500.00 1,547,987.12 (5,036,512.88) Transfers out - - (2,000.00) (2,000.00) Total other financing source (uses) $ 7,425,724.00 $ 6,585,224.00 $ 1,560,212.09 $ (5,025,011.91) Net change in fund balances $ 94,906.00 $ (1,016,714.69) $ 397,292.85 $ 1,414,007.54 Fund balances - beginning 4,967,750.31 4,967,750.31 4,967,750.31 - Fund balances - ending $ 5,062,656.31 $ 3,951,035.62 $ 5,365,043.16 $ 1,414,007.54 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Water Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 Variance with Original Final Actual Final Budget REVENUES Residential charges $ 2,425,000.00 $ 2,425,000.00 $ 2,366,522.13 $ (58,477.87) Commerical charges 37,000.00 37,000.00 38,640.75 1,640.75 Transfer station charges 741,080.00 741,080.00 704,584.65 (36,495.35) Other fees and charges 93,000.00 93,000.00 97,086.10 4,086.10 Miscellaneous 41,500.00 41,500.00 45,334.68 3,834.68 Investment revenue 10,000.00 10,000.00 9,627.47 (372.53) Asset disposition - - 4,447.40 4,447.40 Total revenues $ 3,347,580.00 $ 3,347,580.00 $ 3,266,243.18 $ (81,336.82) EXPENDITURES Current: Contractual services $ 1,073,229.00 $ 1,092,946.93 $ 1,056,810.66 $ 36,136.27 General operating expenses 53,200.00 53,074.57 7,795.09 45,279.48 Internal service expense 380,669.00 380,669.00 409,110.00 (28,441.00) Material and supplies 286,923.00 287,330.50 232,330.99 54,999.51 Personnel services 1,118,997.00 1,121,824.00 1,121,942.26 (118.26) Special projects expense 56,824.00 56,824.00 39,545.81 17,278.19 Total current $ 2,969,842.00 $ 2,992,669.00 $ 2,867,534.81 $ 125,134.19 Debt service: Administrative charges $ 500.00 $ 500.00 $ 424.00 $ 76.00 Principal 206,508.00 1,199,843.00 1,199,660.74 182.26 Interest 27,143.00 27,143.00 23,735.23 3,407.77 Total debt service $ 234,151.00 $ 1,227,486.00 $ 1,223,819.97 $ 3,666.03 Capital outlay: Capital Improvement Projects $ - $ 215,000.00 $ 213,216.50 $ 1,783.50 Equipment 210,601.00 218,298.81 143,198.56 75,100.25 Total capital outlay $ 210,601.00 $ 433,298.81 $ 356,415.06 $ 76,883.75 Total expenditures $ 3,414,594.00 $ 4,653,453.81 $ 4,447,769.84 $ 205,683.97 Excess (deficiency) of revenues over expenditures $ (67,014.00) $ (1,305,873.81) $ (1,181,526.66) $ 124,347.15 OTHER FINANCING SOURCES (USES) Asset disposition $ 3,000.00 $ 3,000.00 $ 24,000.00 $ 21,000.00 Advances from other funds - 488,335.00 488,335.00 - Transfers in - 505,000.00 504,817.85 (182.15) Total other financing source (uses) $ 3,000.00 $ 996,335.00 $ 1,017,152.85 $ 20,817.85 Net change in fund balances $ (64,014.00) $ (309,538.81) $ (164,373.81) $ 145,165.00 Fund balances - beginning 392,394.51 392,394.51 392,394.51 - Fund balances - ending $ 328,380.51 $ 82,855.70 $ 228,020.70 $ 145,165.00 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Solid Waste Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 Variance with Original Final Actual Final Budget REVENUES Concession revenues $ 38,600.00 $ 38,600.00 $ 32,958.12 $ (5,641.88) Usage fees 471,600.00 471,600.00 439,974.35 (31,625.65) Miscellaneous - - 2,363.65 2,363.65 Investment revenue 500.00 500.00 480.25 (19.75) Total revenues $ 510,700.00 $ 510,700.00 $ 475,776.37 $ (34,923.63) EXPENDITURES Current: Contractual services $ 34,045.00 $ 31,265.00 $ 35,247.38 $ (3,982.38) General operating expenses 11,290.00 11,290.00 156.05 11,133.95 Internal service expense 47,312.00 47,312.00 38,702.82 8,609.18 Material and supplies 113,438.00 128,488.00 110,488.50 17,999.50 Personnel services 397,257.00 400,002.00 359,036.23 40,965.77 Special projects expense 7,500.00 7,500.00 4,633.93 2,866.07 Total current $ 610,842.00 $ 625,857.00 $ 548,264.91 $ 77,592.09 Debt service: Principal $ 32,537.00 $ 32,537.00 $ 32,536.53 $ 0.47 Interest 4,730.00 4,730.00 4,730.04 (0.04) Total debt service $ 37,267.00 $ 37,267.00 $ 37,266.57 $ 0.43 Total expenditures $ 648,109.00 $ 663,124.00 $ 585,531.48 $ 77,592.52 Excess (deficiency) of revenues over expenditures $ (137,409.00) $ (152,424.00) $ (109,755.11) $ 42,668.89 OTHER FINANCING SOURCES (USES) Asset disposition $ - $ - $ 1,133.13 $ 1,133.13 Transfers in 137,409.00 170,509.00 106,509.00 (64,000.00) Total other financing source (uses) $ 137,409.00 $ 170,509.00 $ 107,642.13 $ (62,866.87) Net change in fund balances $ - $ 18,085.00 $ (2,112.98) $ (20,197.98) Fund balances - beginning 12,076.82 12,076.82 12,076.82 - Fund balances - ending $ 12,076.82 $ 30,161.82 $ 9,963.84 $ (20,197.98) Budgeted Amounts City of Cape Girardeau Golf Course Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Charges for services $ - $ - $ (2,430.00) $ (2,430.00) Concession revenues 76,240.00 76,240.00 53,942.47 (22,297.53) Internal charges - - 4,116.00 4,116.00 Usage fees 340,883.00 340,883.00 321,654.54 (19,228.46) Miscellaneous 400.00 400.00 282.00 (118.00) Investment revenue 500.00 500.00 404.14 (95.86) Asset disposition - - 4,718.45 4,718.45 Total revenues $ 418,023.00 $ 418,023.00 $ 382,687.60 $ (35,335.40) EXPENDITURES Current: Contractual services $ 37,759.00 $ 40,409.00 $ 43,044.93 $ (2,635.93) General operating expenses 3,816.00 3,662.47 1,005.31 2,657.16 Internal service expense 32,921.00 32,921.00 37,513.78 (4,592.78) Material and supplies 177,528.00 200,452.74 171,458.37 28,994.37 Personnel services 612,620.00 613,190.00 608,767.21 4,422.79 Special projects expense 78,495.00 80,562.79 79,676.68 886.11 Total current $ 943,139.00 $ 971,198.00 $ 941,466.28 $ 29,731.72 Debt service: Principal $ 20,257.00 $ 20,257.00 $ 20,256.52 $ 0.48 Interest 4,119.00 4,119.00 4,119.38 (0.38) Total debt service $ 24,376.00 $ 24,376.00 $ 24,375.90 $ 0.10 Capital outlay: Equipment $ 15,000.00 $ 25,725.00 $ - $ 25,725.00 Other Capital Expenditures 18,000.00 18,000.00 - 18,000.00 Total capital outlay $ 33,000.00 $ 43,725.00 $ - $ 43,725.00 Total expenditures $ 1,000,515.00 $ 1,039,299.00 $ 965,842.18 $ 73,456.82 Excess (deficiency) of revenues over expenditures $ (582,492.00) $ (621,276.00) $ (583,154.58) $ 38,121.42 OTHER FINANCING SOURCES (USES) Contributed capital $ 4,000.00 $ 4,000.00 $ - $ (4,000.00) Transfers in 578,492.00 676,706.00 623,695.00 (53,011.00) Total other financing source (uses) $ 582,492.00 $ 680,706.00 $ 623,695.00 $ (57,011.00) Net change in fund balances $ - $ 59,430.00 $ 40,540.42 $ (18,889.58) Fund balances - beginning 39,733.86 39,733.86 39,733.86 - Fund balances - ending $ 39,733.86 $ 99,163.86 $ 80,274.28 $ (18,889.58) Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Sporting Complexes Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 Variance with Original Final Actual Final Budget REVENUES Internal charges $ 644,164.00 $ 644,164.00 $ 644,164.00 $ - Investment revenue - - 3,026.97 3,026.97 Total revenues $ 644,164.00 $ 644,164.00 $ 647,190.97 $ 3,026.97 EXPENDITURES Current: Contractual services $ 239,506.00 $ 261,206.00 $ 255,034.20 $ 6,171.80 General operating expenses 6,950.00 4,250.00 3,220.14 1,029.86 Material and supplies 88,300.00 89,800.00 91,918.61 (2,118.61) Personnel services 252,572.00 232,072.00 233,093.82 (1,021.82) Total current $ 587,328.00 $ 587,328.00 $ 583,266.77 $ 4,061.23 Debt service: Total debt service $ - $ - $ - $ - Capital outlay: Equipment $ 115,000.00 $ 115,000.00 $ 92,019.05 $ 22,980.95 Total capital outlay $ 115,000.00 $ 115,000.00 $ 92,019.05 $ 22,980.95 Total expenditures $ 702,328.00 $ 702,328.00 $ 675,285.82 $ 27,042.18 Excess (deficiency) of revenues over expenditures $ (58,164.00) $ (58,164.00) $ (28,094.85) $ 30,069.15 Net change in fund balances $ (58,164.00) $ (58,164.00) $ (28,094.85) $ 30,069.15 Fund balances - beginning 307,836.70 307,836.70 307,836.70 - Fund balances - ending $ 249,672.70 $ 249,672.70 $ 279,741.85 $ 30,069.15 Budgeted Amounts City of Cape Girardeau Information Technology Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Internal charges $ 1,313,820.00 $ 1,313,820.00 $ 1,451,680.20 $ 137,860.20 Miscellaneous - - 618.58 618.58 Investment revenue 3,383.00 3,383.00 3,783.96 400.96 Total revenues $ 1,317,203.00 $ 1,317,203.00 $ 1,456,082.74 $ 138,879.74 EXPENDITURES Current: Contractual services $ 235,149.00 $ 234,349.66 $ 227,938.01 $ 6,411.65 General operating expenses 4,050.00 5,139.00 4,114.76 1,024.24 Internal service expense 6,439.00 6,439.00 6,439.00 - Material and supplies 417,494.00 562,204.34 531,572.62 30,631.72 Personnel services 656,195.00 656,175.00 653,850.84 2,324.16 Total current $ 1,319,327.00 $ 1,464,307.00 $ 1,423,915.23 $ 40,391.77 Capital outlay: Equipment $ - $ 12,727.61 $ 6,227.61 $ 6,500.00 Total capital outlay $ - $ 12,727.61 $ 6,227.61 $ 6,500.00 Total expenditures $ 1,319,327.00 $ 1,477,034.61 $ 1,430,142.84 $ 46,891.77 Excess (deficiency) of revenues over expenditures $ (2,124.00) $ (159,831.61) $ 25,939.90 $ 185,771.51 OTHER FINANCING SOURCES (USES) Asset disposition $ 15,888.00 $ 15,888.00 $ 21,342.52 $ 5,454.52 Transfers out (15,888.00) (20,660.39) (20,660.18) 0.21 Total other financing source (uses) $ - $ (4,772.39) $ 682.34 $ 5,454.73 Net change in fund balances $ (2,124.00) $ (164,604.00) $ 26,622.24 $ 191,226.24 Fund balances - beginning 132,617.85 132,617.85 132,617.85 - Fund balances - ending $ 130,493.85 $ (31,986.15) $ 159,240.09 $ 191,226.24 Budgeted Amounts City of Cape Girardeau Fleet Management Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Charges for services $ - $ - $ 17,871.49 $ 17,871.49 Internal charges 3,841,865.00 3,841,865.00 3,775,868.86 (65,996.14) Miscellaneous - - 486.95 486.95 Investment revenue 31,250.00 31,250.00 48,331.95 17,081.95 Total revenues $ 3,873,115.00 $ 3,873,115.00 $ 3,842,559.25 $ (30,555.75) EXPENDITURES Current: Contractual services $ 3,875,365.00 $ 3,873,865.00 $ 3,202,516.21 $ 671,348.79 General operating expenses - 1,500.00 800.98 699.02 Special projects expense - - 37,800.00 (37,800.00) Total current $ 3,875,365.00 $ 3,875,365.00 $ 3,241,117.19 $ 634,247.81 Total expenditures $ 3,875,365.00 $ 3,875,365.00 $ 3,241,117.19 $ 634,247.81 Excess (deficiency) of revenues over expenditures $ (2,250.00) $ (2,250.00) $ 601,442.06 $ 603,692.06 OTHER FINANCING SOURCES (USES) Transfers out $ (21,032.00) $ (21,032.00) $ - $ 21,032.00 Total other financing source (uses) $ (21,032.00) $ (21,032.00) $ - $ 21,032.00 SPECIAL ITEMS Special payment to employee retirement plan $ - $ 1,650,000.00 $ 1,650,000.00 $ - Total special items $ - $ 1,650,000.00 $ 1,650,000.00 $ - Net change in fund balances $ (23,282.00) $ (1,673,282.00) $ (1,048,557.94) $ 624,724.06 Fund balances - beginning 3,331,974.80 3,331,974.80 3,331,974.80 - Fund balances - ending $ 3,308,692.80 $ 1,658,692.80 $ 2,283,416.86 $ 624,724.06 Budgeted Amounts City of Cape Girardeau Employee Benefits Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Internal charges $ 506,539.00 $ 506,539.00 $ 515,261.40 $ 8,722.40 Investment revenue 21,500.00 21,500.00 22,779.37 1,279.37 Total revenues $ 528,039.00 $ 528,039.00 $ 538,040.77 $ 10,001.77 EXPENDITURES Current: Contractual services $ 488,239.00 $ 486,439.00 $ 320,275.96 $ 166,163.04 Material and supplies 39,800.00 41,600.00 54,948.26 (13,348.26) Total current $ 528,039.00 $ 528,039.00 $ 375,224.22 $ 152,814.78 Total expenditures $ 528,039.00 $ 528,039.00 $ 375,224.22 $ 152,814.78 Excess (deficiency) of revenues over expenditures $ - $ - $ 162,816.55 $ 162,816.55 SPECIAL ITEMS Special payment to employee retirement plan $ - $ 370,895.00 $ 369,895.00 $ (1,000.00) Total special items $ - $ 370,895.00 $ 369,895.00 $ (1,000.00) Net change in fund balances $ - $ (370,895.00) $ (207,078.45) $ 162,816.55 Fund balances - beginning 1,781,569.99 1,781,569.99 1,781,569.99 - Fund balances - ending $ 1,781,569.99 $ 1,410,674.99 $ 1,574,491.54 $ 162,816.55 Budgeted Amounts City of Cape Girardeau Worker's Compensation Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Internal charges $ 357,420.00 $ 357,420.00 $ 319,528.22 $ (37,891.78) Investment revenue 14,375.00 14,375.00 16,601.29 2,226.29 Asset disposition - - 71,817.14 71,817.14 Total revenues $ 371,795.00 $ 371,795.00 $ 407,946.65 $ 36,151.65 EXPENDITURES Current: Material and supplies $ - $ - $ 11.62 $ (11.62) Total current $ - $ - $ 11.62 $ (11.62) Capital outlay: Equipment $ 249,834.00 $ 249,834.00 $ 235,551.88 $ 14,282.12 Total capital outlay $ 249,834.00 $ 249,834.00 $ 235,551.88 $ 14,282.12 Total expenditures $ 249,834.00 $ 249,834.00 $ 235,563.50 $ 14,270.50 Excess (deficiency) of revenues over expenditures $ 121,961.00 $ 121,961.00 $ 172,383.15 $ 50,422.15 OTHER FINANCING SOURCES (USES) Asset disposition $ 5,500.00 $ 5,500.00 $ - $ (5,500.00) Total other financing source (uses) $ 5,500.00 $ 5,500.00 $ - $ (5,500.00) Net change in fund balances $ 127,461.00 $ 127,461.00 $ 172,383.15 $ 44,922.15 Fund balances - beginning 1,220,261.01 1,220,261.01 1,220,261.01 - Fund balances - ending $ 1,347,722.01 $ 1,347,722.01 $ 1,392,644.16 $ 44,922.15 Budgeted Amounts City of Cape Girardeau General Equipment Replacement Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Taxes $ 168,000.00 $ 168,000.00 $ 188,356.00 $ 20,356.00 Investment revenue - - 1,993.76 1,993.76 Total revenues $ 168,000.00 $ 168,000.00 $ 190,349.76 $ 22,349.76 EXPENDITURES Current: Capital Improvements $ 100,800.00 $ 100,800.00 $ 100,800.00 $ - Total current $ 100,800.00 $ 100,800.00 $ 100,800.00 $ - Capital outlay: Capital Improvements $ 150,000.00 $ 150,000.00 $ - $ 150,000.00 Total capital outlay $ 150,000.00 $ 150,000.00 $ - $ 150,000.00 Total expenditures $ 250,800.00 $ 250,800.00 $ 100,800.00 $ 150,000.00 Excess (deficiency) of revenues over expenditures $ (82,800.00) $ (82,800.00) $ 89,549.76 $ 172,349.76 OTHER FINANCING SOURCES (USES) Transfers in $ 168,000.00 $ 168,000.00 $ 171,002.93 $ 3,002.93 Total other financing source (uses) $ 168,000.00 $ 168,000.00 $ 171,002.93 $ 3,002.93 Net change in fund balances $ 85,200.00 $ 85,200.00 $ 260,552.69 $ 175,352.69 Fund balances - beginning 104,615.57 104,615.57 104,615.57 - Fund balances - ending $ 189,815.57 $ 189,815.57 $ 365,168.26 $ 175,352.69 Budgeted Amounts 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, 2015 See Independent Auditors' Report. Variance with Original Final Actual Final Budget REVENUES Investment revenue $ - $ - $ 131.88 $ 131.88 Total revenues $ - $ - $ 131.88 $ 131.88 EXPENDITURES Current: Public safety $ - $ 39,665.00 $ 39,480.47 $ 184.53 Total current $ - $ 39,665.00 $ 39,480.47 $ 184.53 Debt service: Interest $ - $ - $ 13.65 $ (13.65) Total debt service $ - $ - $ 13.65 $ (13.65) Capital outlay: Public safety $ - $ 258,472.00 $ 258,320.29 $ 151.71 Total capital outlay $ - $ 258,472.00 $ 258,320.29 $ 151.71 Total expenditures $ - $ 298,137.00 $ 297,814.41 $ 322.59 Excess (deficiency) of revenues over expenditures $ - $ (298,137.00) $ (297,682.53) $ 454.47 OTHER FINANCING SOURCES (USES) Transfers in $ - $ - $ 755,333.34 $ 755,333.34 Transfers out - - (377,666.67) (377,666.67) Total other financing source (uses) $ - $ - $ 377,666.67 $ 377,666.67 Net change in fund balances $ - $ (298,137.00) $ 79,984.14 $ 378,121.14 Fund balances - beginning - - - - Fund balances - ending $ - $ (298,137.00) $ 79,984.14 $ 378,121.14 Budgeted Amounts City of Cape Girardeau Public Safety Trust Fund II Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2015 See Independent Auditors' Report. 2015 Fiscal Year Ended June 30, 2015 Total Pension Liability Service Costs 768,458$ Interest on the Pension Liability 2,240,283 Changes of Benefit Terms - Differences Between Expected and Actual Experience of the Total Pension Liability (261,952) Changes of Assumptions - Benefit Payments, Including Refunds of Employee Contributions (1,266,841) Net Change in Total Pension Liability 1,479,948 Total Pension Liability - Beginning 31,145,281 Total Pension Liability - Ending (A)32,625,229$ Plan Fiduciary Net Position Contributions - Employer 1,953,089$ Contributions - Employees - Net Investment Income 684,825 Benefit Payments, Including Refunds of Employee Contributions (1,266,841) Pension Plan Administrative Expense (40,731) Other (Net Transfers)267,961 Net Change in Plan Fiduciary Net Position 1,598,303 Plan Fiduciary Net Position - Beginning 35,266,707 Plan Fiduciary Net Position - Ending (B)36,865,010$ Net Pension Liability - Ending (A) - (B)(4,239,781) Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 113.00% Covered Valuation Payroll 8,987,241$ Net Pension Liability as a Percentage of Covered Valuation Payroll -47.18% Notes to the Schedule: This schedule is presented to illustrate the requirement to show information for 10 years. However, until a full 10-year trend is compiled, information is presented for those years for which information is available. MISSOURI LOCAL GOVERNMENT EMPLOYEES RETIREMENT SYSTEM SUPPLEMENTARY INFORMATION CITY OF CAPE GIRARDEAU, MISSOURI June 30, 2015 GENERAL DIVISION SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS See Accompanying Notes to the Basic Financial Statements. 121 2015 Fiscal Year Ended June 30, 2015 Total Pension Liability Service Costs 303,651$ Interest on the Pension Liability 1,182,926 Changes of Benefit Terms - Differences Between Expected and Actual Experience of the Total Pension Liability 274,477 Changes of Assumptions - Benefit Payments, Including Refunds of Employee Contributions (895,666) Net Change in Total Pension Liability 865,388 Total Pension Liability - Beginning 16,607,053 Total Pension Liability - Ending (A)17,472,441$ Plan Fiduciary Net Position Contributions - Employer 1,043,262$ Contributions - Employees - Net Investment Income 349,748 Benefit Payments, Including Refunds of Employee Contributions (895,666) Pension Plan Administrative Expense (12,862) Other (Net Transfers)(106,927) Net Change in Plan Fiduciary Net Position 377,555 Plan Fiduciary Net Position - Beginning 18,596,174 Plan Fiduciary Net Position - Ending (B)18,973,729$ Net Pension Liability - Ending (A) - (B)(1,501,288) Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 108.59% Covered Valuation Payroll 3,223,790$ Net Pension Liability as a Percentage of Covered Valuation Payroll -46.57% Notes to the Schedule: This schedule is presented to illustrate the requirement to show information for 10 years. However, until a full 10-year trend is compiled, information is presented for those years for which information is available. SUPPLEMENTARY INFORMATION CITY OF CAPE GIRARDEAU, MISSOURI POLICE DIVISION June 30, 2015 SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS MISSOURI LOCAL GOVERNMENT EMPLOYEES RETIREMENT SYSTEM See Accompanying Note to the Basic Financial Statements. 122 2015 Fiscal Year Ended June 30, 2015 Total Pension Liability Service Costs 370,414$ Interest on the Pension Liability 1,319,931 Changes of Benefit Terms - Differences Between Expected and Actual Experience of the Total Pension Liability (356,529) Changes of Assumptions - Benefit Payments, Including Refunds of Employee Contributions (1,059,610) Net Change in Total Pension Liability 274,206 Total Pension Liability - Beginning 18,544,510 Total Pension Liability - Ending (A)18,818,716$ Plan Fiduciary Net Position Contributions - Employer 765,345$ Contributions - Employees - Net Investment Income 415,318 Benefit Payments, Including Refunds of Employee Contributions (1,059,610) Pension Plan Administrative Expense (10,625) Other (Net Transfers)(25,522) Net Change in Plan Fiduciary Net Position 84,906 Plan Fiduciary Net Position - Beginning 21,332,267 Plan Fiduciary Net Position - Ending (B)21,417,173$ Net Pension Liability - Ending (A) - (B)(2,598,457) Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 113.81% Covered Valuation Payroll 3,017,659$ Net Pension Liability as a Percentage of Covered Valuation Payroll -86.11% Notes to the Schedule: This schedule is presented to illustrate the requirement to show information for 10 years. However, until a full 10-year trend is compiled, information is presented for those years for which information is available. SUPPLEMENTARY INFORMATION CITY OF CAPE GIRARDEAU, MISSOURI FIRE DIVISION June 30, 2015 SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS MISSOURI LOCAL GOVERNMENT EMPLOYEES RETIREMENT SYSTEM See Accompanying Note to the Basic Financial Statements. 123 June 30, 2015 Fiscal Actual Contribution Year Actuarial Contribution Covered as a Percentage Ended Determined Actual Deficiency Valuation of Covered June 30,Contribution Contribution (Excess)Payroll Valuation Payroll 2015 1,777,019$ 1,741,546$ 35,473$ 15,253,527$ 11.42% 2014 1,743,286 1,662,520 80,766 14,797,136 11.24% 2013 1,723,280 1,474,487 248,793 14,340,850 10.28% 2012 1,628,048 1,342,323 285,725 14,434,347 9.30% 2011 1,606,736 1,155,207 451,529 13,942,807 8.29% 2010 1,035,135 1,035,137 (2) 14,194,829 7.29% 2009 1,006,174 1,006,043 131 13,853,405 7.26% 2008 1,190,069 1,140,558 49,511 13,554,220 8.41% 2007 1,086,823 1,064,869 21,954 13,230,952 8.05% 2006 961,342 961,343 (1) 12,723,536 7.56% Notes to Schedule: Valuation Date:February 28, 2015 Notes The roll-forward of total pension liability from February 28, 2015 to June 30, 2015 reflects expected service cost and interest reduced by actual benefit payments and administrative expenses. Methods and Assumptions Used to Determine Contribution Rates: Actuarial Cost Method:Entry Age Normal Amortization Method:Level Percentage of Payroll, Closed Remaining Amortization Period:Multiple bases from 14 to 20 years Asset Valuation Method:5-year smoothed market, 20% corridor Inflation:3.5% wage inflation, 3.0% price inflation Salary Increases:3.5% to 6.8%, including wage inflation Investment Rate of Return:7.25%, net of investment and administrative expenses Retirement Age:Experience-based table of rates that are specific to the type of eligibility condition. Mortality:105% of the 1994 Group Annuity Mortality Table set back 0 years for men and 0 years for women. Based upon experience observed during the most recent 5-year period of study, it appears that the current table provides for an approximate 13% margin for future mortality improvement. Other Information:None CITY OF CAPE GIRARDEAU, MISSOURI SUPPLEMENTARY INFORMATION MISSOURI LOCAL GOVERNMENT EMPLOYEES RETIREMENT SYSTEM SCHEDULE OF EMPLOYER CONTRIBUTIONS See Accompanying Notes to the Basic Financial Statements. 124 ANNUAL FEDERAL FINANCIAL COMPLIANCE SECTION 125 INDEPENDENT AUDITORS’ REPORT ON COMPLIANCE FOR EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY OMB CIRCULAR A-133 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 programs for the year ended June 30, 2015. The City of Cape Girardeau, Missouri’s major federal programs are 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 programs. Auditors’ Responsibility Our responsibility is to express an opinion on compliance for each of the City of Cape Girardeau, Missouri’s major federal programs 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 Standards, issued by the Comptroller General of the United States; and OMB Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations. Those standards and OMB Circular A-133 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 each major federal program. However, our audit does not provide a legal determination of the City of Cape Girardeau, Missouri’s compliance. 126 Opinion on Each 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 each of its major federal programs for the year ended June 30, 2015. 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 each major federal program to determine the auditing procedures that are appropriate in the circumstances for the purpose of expressing an opinion on compliance for each 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 February 11, 2016 127 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, 2015, 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 February 11, 2016. 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. Our consideration of internal control was for the limited purpose described in the preceeding paragraph and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies may exist that were not identified. However, as described in the accompanying Schedule of Findings and Questioned Costs, we identified a certain deficiency in internal that we consider to be a material weakness. 128 A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the City’s financial statements will not be prevented, or detected and corrected, on a timely basis. We consider the deficiency described in the accompanying Schedule of Findings and Questioned Costs as item 2015-001 to be a material weakness. 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. 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. City of Cape Girardeau, Missouri’s Response to Findings The City of Cape Girardeau, Missouri’s response to the finding identified in our audit is described in the accompanying Schedule of Findings and Questioned Costs. The City of Cape Girardeau, Missouri’s response was not subjected to the auditing procedures applied in the audit of the financial statements and, accordingly, we express no opinion on it. 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 City’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. BEUSSINK, HEY, ROE & STRODER, L.L.C. Cape Girardeau, Missouri February 11, 2016 Federal CFDA Program Federal Grantor/Pass-Through Grantor Program Title Number Number 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 Grants in Hawaii (1)14.228 2013-ED-03 632,226$ 2012-ED-05 500,000 1,132,226$ Passed Through Missouri Housing Development Commission - Emergency Solutions Grant Program 14.231 15-711-E 39,255$ 14-755-E 77,134 13-755-S 52,052 168,441 TOTAL U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT 1,300,667$ U.S. DEPARTMENT OF JUSTICE: Bulletproof Vest Partnership Program 16.607 N/A 5,022$ 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 9,251 TOTAL U.S. DEPARTMENT OF JUSTICE 14,273$ City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended June 30, 2015 Disbursements The Accompanying Notes to the Schedule of Expenditures of Federal Awards Are an Integral Part of This Report. 129 Federal CFDA Program Federal Grantor/Pass-Through Grantor Program Title Number Number U.S. DEPARTMENT OF TRANSPORTATION: Passed Through Missouri Department of Transportation - Airport Improvement Program 20.106 12-077A-1 61,218$ 13-077A-1 16,153 14-077A-1 100,631 178,002$ Highway Planning and Construction (1)20.205 STP-1500(022)23,835$ DP-1500(020)469,633 STP-1500(021)1,658 SRTS-INF-H280(106)42,763 SRTS-INF-H31H(103)1,392 TEAP-1501(007)8,000 Passed Through Illinois Department of Transportation - Highway Planning and Construction (1)SPR-PL-3000(48)43,875 591,156 State and Community Highway Safety 20.600 15-PT-02-099 2,780$ 14-PT-02-021 3,261 15-SA-09-001 43,650 14-SA-09-001 18,652 15-CP-09-001 45,894 14-CP-09-001 90,145 204,382$ Alcohol Open Container Requirements 20.607 14-154-AL-021 1,023$ 14-154-AL-019 775 15-154-AL-072 3,466 15-154-AL-075 3,179 14-154-AL-020 1,457 9,900 Child Safety and Child Booster Seats Incentive Grants 20.613 14-K3-05-001 926 National Priority Safety Programs 20.616 15-M5HVE-03-076 738 15-M2HVE-05-020 1,990 15-M2HVE-05-027 319 3,047 TOTAL U.S. DEPARTMENT OF TRANSPORTATION 987,413$ ENVIRONMENTAL PROTECTION AGENCY: Passed Through Missouri Department of Natural Resources - Capitalization Grants for Clean Water State Revolving Funds (1)66.458 C295531-03 11,649,538$ City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended June 30, 2015 Disbursements The Accompanying Notes to the Schedule of Expenditures of Federal Awards Are an Integral Part of This Report. 130 Federal CFDA Program Federal Grantor/Pass-Through Grantor Program Title Number Number DELTA REGIONAL AUTHORITY: Delta Regional Development 90.200 N/A 194,000$ U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES : Passed Through the Cape Girardeau Community Caring Council Substance Abuse and Mental Health Services- Projects of Regional and National Significance 93.243 SDA42070104 1,639$ U.S. DEPARTMENT OF HOMELAND SECURITY: Assistance to Firefighters Grant 97.044 EMW-2012-FO-06441 6,117 Passed Through Missouri State Emergency Management Agency - Citizen Community Resilience Innovation Challenge 97.053 EMW-2011-SS-00003 576 Law Enforcement Officer Reimbursement Agreement Program 97.090 HSTS0208HSLR050 29,643 TOTAL U.S. DEPARTMENT OF HOMELAND SECURITY 36,336$ TOTAL FEDERAL AWARDS 14,283,866$ (1) Identified major program. City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended June 30, 2015 Disbursements The Accompanying Notes to the Schedule of Expenditures of Federal Awards Are an Integral Part of This Report. 131 132 City of Cape Girardeau, Missouri NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS Year Ended June 30, 2015 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-133. 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-133, 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. 133 City of Cape Girardeau, Missouri SCHEDULE OF FINDINGS AND QUESTIONED COSTS For the Year Ended June 30, 2015 1. SUMMARY OF AUDITORS’ RESULTS: Financial Statements Type of Auditors’ report issued: Unmodified Internal control over financial reporting: • Material weaknesses identified? X yes _____ no • Significant deficiencies identified that are not considered to be material weaknesses? _____ yes X none reported Noncompliance material to financial statements noted? _____ yes X no Federal Awards Internal control over major programs: • Material weaknesses identified? _____ yes X no • Significant deficiencies identified that are not considered to be material weaknesses? yes X none reported Type of Auditors’ report issued on compliance for major programs: Unmodified Any audit findings disclosed that are required to be reported in accordance with Section 510(a) of Circular A-133? yes X no 134 Identification of major programs. CFDA Number Name of Federal Program 66.458 Capitalization Grants for Clean Water State Revolving Funds Dollar threshold used to distinguish between type A and type B programs: $428,516 Auditee qualified as low-risk auditee: X yes no 2. FINANCIAL STATEMENT FINDINGS: 2015-001 Significant audit adjustments were required: Criteria: Statement on Auditing Standards (SAS) No. 115 indicates that the “restatement of previously issued financial statements to reflect the correction of a material misstatement” should be regarded as a material weakness in internal controls. Condition: Prior period adjustments were recorded, which restated beginning net assets by a material amount, the most significant of which was the addition of the downtown floodwall to capital assets with a value of $11,122,485. Context: The total capital assets reported in the governmental activities was $170,953,666 at June 30, 2015. Effect: Total assets and total equity of previously presented financial statements were understated. Cause: In 2008 the City assumed the operations and assets of the Main Street Levee and Improvement District and the North Main Street Levee and Improvement District to allow the City to access Federal funding for renovation costs of the floodwall and pumping systems estimated at $9,000,000. The City subsequently entered into a Project Partnership Agreement with the Army Corp of Engineers to make the needed improvements to the wall and pumping systems. Although the pumping systems were included in the City’s infrastructure assets at the time, the floodwall was inadvertently omitted. 135 Recommendation: Management should take steps to ensure all capital assets are appropriately capitalized in the financial statements. Views of Responsible Officials and Planned Corrective Actions: The original value that was inadvertently not included in the City’s infrastructure in 2008 was $2,320,000. Improvements to the floodwall and pumping systems made and paid by the Army Corp of Engineers since 2008 make up the remainder of the costs inadvertently not included in the City’s infrastructure assets. During the current year, the City paid for certain costs required for the future completion of the renovation project that was their responsibility per the Project Partnership Agreement with the Army Corp of Engineers. These expenditures were the first significant expenditures that the City was required to make as part of the renovation project and called attention to the significant amount of improvements that had already been made and paid for by Army Corp of Engineers in previous years under the Project Partnership Agreement. At that time, the book value of the original floodwall costs and book value of the previous years’ improvements were included in the City’s infrastructure assets. When the City implemented GASB 34, it hired an outside firm to do an exhaustive review of its records to look for assets that should be included in the City’s infrastructure. Since that time, we have consistently reviewed Council actions for accepting donated assets. In this instance, these renovations were made subject to an agreement entered into with the Army Corp of Engineers and approved by the Council before the renovations were made. Since implementing GASB 34, this is the only instance in which we have entered into an agreement with another entity to make and pay for improvements to the City’s infrastructure. We feel confident that all assets are now accurately included in the City’s infrastructure The City should have monitored performance under this contract and included the appropriate amounts in its infrastructure. In the future, we will review all records from Council meetings for 136 contracts similar to the Project Partnership Agreement and monitor the performance of these agreements. We will review all records from Council meetings for actions were assets are accepted from other entities and make sure that the assets are appropriately included in the City’s financial records. 3. FEDERAL AWARD FINDINGS AND QUESTIONED COSTS: No findings or questioned costs were noted that are required to be reported. 137 City of Cape Girardeau, Missouri SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS For the Year Ended June 30, 2015 SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS 1. 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.