Loading...
HomeMy WebLinkAbout2015-2016.AuditReport CITY OF CAPE GIRARDEAU, MISSOURI Cape Girardeau, Missouri For the Year Ended June 30, 2016 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 4-22 BASIC FINANCIAL STATEMENTS GOVERNMENT-WIDE FINANCIAL STATEMENTS STATEMENT OF NET POSITION 23-24 STATEMENT OF ACTIVITIES 25 FUND FINANCIAL STATEMENTS GOVERNMENTAL FUNDS FINANCIAL STATEMENTS BALANCE SHEET 26-27 RECONCILIATION OF THE BALANCE SHEET OF GOVERNMENTAL FUNDS TO THE STATEMENT OF NET POSITION 28 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES 29 RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES 30 PROPRIETARY FUNDS FINANCIAL STATEMENTS STATEMENT OF NET POSITION 31-32 STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET POSITION 33 STATEMENT OF CASH FLOWS 34-35 FIDUCIARY FUNDS FINANCIAL STATEMENTS STATEMENT OF NET POSITION 36 NOTES TO BASIC FINANCIAL STATEMENTS 37-86 REQUIRED SUPPLEMENTAL INFORMATION STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GENERAL 87 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – AIRPORT 88 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PARK & RECREATION 89 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – CASINO REVENUE 90 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – TRANSPORTATION SALES TAX TRUST FUND IV 91 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GENERAL CAPITAL IMPROVEMENTS 92 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PARK STORM WATER SALES TAX – CAPITAL 93 NOTES TO BUDGETARY COMPARISON SCHEDULES 94-97 SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS – GENERAL DIVISION 98 SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS – POLICE DIVISION 99 SCHEDULE OF CHANGES IN THE NET PENSION LIABILILTY AND RELATED RATIOS – FIRE DIVISION 100 SCHEDULE OF EMPLOYER CONTRIBUTIONS 101 SUPPLEMENTAL INFORMATION STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – CAPITAL IMPROVEMENT SALES TAX – WATER SYSTEM IMPROVEMENTS 102 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – CONVENTION AND TOURISM 103 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – DOWNTOWN BUSINESS DISTRICT 104 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – HEALTH 105 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – MOTOR FUEL TAX 106 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – TRANSPORTATION SALES TAX TRUST FUND 107 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – CAPITAL IMPROVEMENT SALES TAX – SEWER SYSTEM IMPROVEMENTS 108 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PUBLIC SAFETY TRUST FUND II 109 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – FIRE SALES TAX 110 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PUBLIC SAFETY TRUST 111 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – STREET CAPITAL IMPROVEMENTS 112 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PARK CAPITAL IMPROVEMENTS 113 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – COMMUNITY DEVELOPMENT BLOCK GRANT PROJECTS 114 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGE IN FUND BALANCES – BUDGET AND ACTUAL – TRANSPORTATION SALES TAX TRUST FUND III 115 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PARK STORM WATER SALES TAX 116 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – HOUSING DEVELOPMENT GRANTS 117 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – STP-URBAN GRANT PROJECT 118 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – SEWER 119 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – WATER 120 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – SOLID WASTE 121 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GOLF COURSE 122 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – SPORTING COMPLEXES 123 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – INFORMATION TECHNOLOGY 124 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – FLEET MANAGEMENT 125 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – EMPLOYEE BENEFITS 126 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – WORKER’S COMPENSATION 127 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GENERAL EQUIPMENT REPLACEMENT 128 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL – RIVERFRONT REGION ECONOMIC DEVELOPMENT 129 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL – TRANSPORTATION SALES TAX V FUND 130 ANNUAL FEDERAL FINANCIAL COMPLIANCE SECTION INDEPENDENT AUDITORS’ REPORT ON COMPLIANCE FOR EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY THE UNIFORM GUIDANCE 131-132 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 133-134 SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 135-137 NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 138 SCHEDULE OF FINDINGS AND QUESTIONED COSTS 139-140 SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS 141 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, 2016, 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, 2016, 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, budgetary comparison information, and pension liability schedules on pages 4 through 22 and 87 through 101 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 o f expenditures of federal awards is presented for purposes of additional analysis as required by Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, 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 13, 2017, 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 13, 2017 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, 2016. 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 $325,682,139.93 (net position). Of this amount, $66,584,623.15 (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’s governmental funds reported combined ending fund balances of $69,715,065.70. Approximately 4.1% of this total amount, $2,878,130.66 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 $2,878,130.66 or 10.1% of total general fund expenditures and transfers.  At the end of the current fiscal year, general fund balance reserved for emergencies was $4,517,290.00 or 15.9% of total general fund expenditures and transfers. o The City’s fixed assets increased $12,253,578.60 during the year. Net fixed asset additions of $26,541,297.62 were made during the year. Depreciation for the current fiscal year reduced fixed assets by $14,287,719.02.  The City’s total long-term debt increased by $28,175,074.56 (27.7%) during the current fiscal year as a result of $44,401,415.76 in new debt, $9,021,341.20 in amortization and regularly scheduled principal payments and $7,205,000.00 of unscheduled principal payments.  During the year the City received disbursements totaling $4,891,313.56 and $700,000.00 from loans through the state revolving loan program and the Missouri Transportation Finance Corporation. These were used to fund costs of construction at the new wastewater treatment plant and continuation of the City’s Inflow & Infiltration reduction program and were or will be used to fund initial design and construction costs of a new bridge.  During the year the City also received bond proceeds totaling $38,810,102.20 from the issuance of two special obligation bonds. These were used to refund $1,040,000 of 2005 special obligation bonds and $6,165,000 of 2009 leasehold revenue bonds and were or will be used to fund the design and construction costs of a transfer station and an indoor sports complex; replacement of police headquarters, fire station number four and various fire apparatus; and upgrades to fire stations numbers one and two. 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. CITY OF CAPE GIRARDEAU, MISSOURI 5 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). 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 23 to 25 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 statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government’s near -term 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 34 individual governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for the general, airport, parks and recreation, transportation trust IV, casino revenue, parks/storm water sales tax – capital, and general capital improvement 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. Basic governmental fund financial statements can be found on pages 26 to 30 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. CITY OF CAPE GIRARDEAU, MISSOURI 6 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. The basic proprietary fund financial statements can be found on pages 31 to 35 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 37 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 $325,682,139.93, an increase of $11,529,825.49 (3.7%). The City’s net investment in capital assets (land, buildings, machinery, and equipment less related outstanding debt used to acquire those assets) of $250,508,251.95 makes up 76.9% of the City’s net position. This net investment increased $11,395,743.29 (4.8%) during the current fiscal year. The City uses these capital assets to provide services to its citizens; consequently, these assets are not available for future spending. Although the City’s investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. An additional portion of the City’s net assets (2.6 percent) represent resources that are subject to external restrictions on how they may be used. The portion of the City’s net assets subject to external restrictions was $347,996.81 (4.2%) more than the previous year. The remaining balance of net assets ($66,584,623.15) is unrestricted and may be used to meet the City’s ongoing obligations to citizens and creditors. This reflects a $213,914.61 (0.3%) decrease from the previous year. At the end of the current fiscal year, the City is able to report positive balances in all three categories of net assets, both for the government as a whole, as well as for its separate governmental and business-type activities. The same situation was true of the prior year. City of Cape Girardeau's Net Position Governmental Business-type Activity Activities Total 2016 2015 2016 2015 2016 2015 Current and other assets 80,521,092.69 57,778,805.60 21,948,685.44 23,929,757.64 102,469,778,13 81,708,563.24 Capital assets 185,455,057.04 182,283,980.73 171,783,202.33 162,700,700.04 357,238,259.37 344,984,680.77 Total assets 265,976,149.73 240,062,786.33 193,731,887.77 186,630,457.68 459,708,037.50 426,693,244.01 Deferred outflows 7,765,340.69 2,566,023.73 1,108,152.31 354,020.27 8,873,493.00 2,920,044.00 Long-term liabilities 39,647,602.15 15,508,515.52 83,890,321.25 81,907,076.53 123,537,923.40 97,415,592.05 Current liabilities 9,977,675.70 6,160,909.27 9,383,791.47 11,884,472.25 19,361,467.17 18,045,381.52 Total liabilities 49,625,277.85 21,669,424.79 93,274,112.72 93,791,548.78 142,899,390.57 115,460,973.57 Net position: Invested in capital assets, Net of related debt 168,824,795.36 163,824,387.91 81,683,456.59 75,288,120.75 250,508,251.95 239,112,508.66 Restricted 5,366,014.83 5,074,186.02 3,223,250.00 3,167,082.00 8,589,264.83 8,241,268.02 Unrestricted 49,925,402.38 52,060,811.34 16,659,220.77 14,737,726.42 66,584,623.15 66,798,537.76 Total net position 224,116,212.57 220,959,385.27 101,565,927.36 93,192,929.17 325,682,139.93 314,152,314.44 CITY OF CAPE GIRARDEAU, MISSOURI 7 Governmental Activities. Governmental activities increased the City of Cape Girardeau’s net position by $3,537,550.74 (compared to $8,804,214.65 in the previous fiscal year) thereby accounting for 31.1 percent of the total growth in the net position of the City. Governmental activities accounted for 70.7% of its $5,000,407.45 increase in investments in capital assets net of capital debt. City of Cape Girardeau's Change in Net Assets Governmental Business-type activities activities Total 2016 2015 2016 2015 2016 2015 Revenues: Program revenue: Charges for service 5,295,550.42 4,860,707.25 18,166,682.91 17,538,252.57 23,462,233.33 22,398,959.82 Operating grants and contributions 1,035,245.02 1,553,178.28 99,853.48 1,020.00 1,135,098.50 1,554,198.28 Capital grants and contributions 1,652,404.61 2,089,054.24 2,807,128.01 1.566,030.12 4,459,532.62 3,655,084.36 General revenues: Property taxes 2,297,081.57 2,228,303.05 - - 2,297,081.57 2,228,303.05 Sales taxes 28,378,951.82 27,690,472.08 - - 28,378,951.82 27,690,472.08 Other taxes 13,491,461.78 13,578,026.97 - - 13,491,461.78 13,578,026.97 Other 1,046,633.50 759,386.03 301,724.32 335,904.03 1,348,357.82 1,095,290.06 Total revenues 53,197,328.72 52,759,127.90 21,375,388.72 19,441,206.72 74,572,717.44 72,200,334.62 Expenses: Administrative 3,559,853.55 3,100,622.60 - - 3,559,853.55 3,100,622.60 Capital Improvements 77,548.17 973,033.38 - - 77,548.17 973,033.38 Development Services 5,428,628.68 5,854,606.64 - - 5,428,628.68 5,854,606.64 Interest and other costs 1,049,438.04 617,889.91 - - 1,049,438.04 617,889.91 Parks and Recreation 5,543,262.36 5,127,838.00 - - 5,543,262.36 5,127,838.00 Public Safety 16,044,394.02 13,903,548.61 - - 16,044,394.02 13,903,548.61 Public Works 8,369,295.95 8,199,066.78 - - 8,369,295.95 8,199,066.78 Sewer - - 10,434,314,23 8,125,842.41 10,434,314.23 8,125,842.41 Water - - 7,256,553.43 7.831,517.08 7,256,553.43 7,831,517.08 Solid Waste - - 3,529,102.80 3,257,215.29 3,529,102.80 3,257,215.29 Golf Course - - 712,073.98 679,453.56 712,073.98 679,453.56 Indoor Sports Complex - - - - - - Sporting Complexes - - 1,193,750.22 1,095,071.90 1,193,750.22 1,095,071.90 Total expenses 40,072,420.77 37,776,605.92 23,125,794.66 20,989,100.24 63,198,215.43 58,765,706.16 Increase in net position before transfers 13,124,907.95 14,982,521.98 ( (1,750,405.94) (1,547,893.52) 11,374,502.01 13,434,628.46 Transfers (9,587,357.21) (6,178,307.33) 9,587,357.21 6,178,307.33 - - Increase in net position 3,537,550.74 8,804,214.65 7,836,951.27 4,630,413.81 11,374,502.01 13,434,628.46 Net position-beginning 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 Prior period adjustments (380,723.44) 18,317,169.35 536,046.92 944,689.48 155,323.48 19,261,858.83 Net position-end of year 224,116,212.57 220,959,385.27 101,565,927.36 93,192,929.17 325,682,139.93 314,152,314.44 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 $434,843.17 (8.9%) more the previous year. During the current year development services, public safety, public works and parks and recreation revenues increased $272,746.42 (20.7%), $76,416.72 (90.0%), $3,559.19 (25.0%) and $263,528.89 (16.3%), respectively, over the previous year. Building permit, inspection fee, and plan review fee revenues increased $23,158.49 (21.6%), $24,157.41 (141.4%), and $14,789.18 (68.7%), respectively, reflecting increased activity during the year. During the current year, internal revenues fro m salaries charged out to various capital projects increased $50,924.05 (11.5%). Revenue increases at the Cape Girardeau Regional airport accounted for most of the remaining increase in development service revenue. The current year’s revenue included $87,213.81 in gross revenue from an airshow. There was no airshow in the previous year. During the current year net margin from fuel sales and lease revenues increased $45,473.05 (13.3%) and $18,582.30 (6.4%) respectively. Changes in public safety service charges reflected a $92,129.15 (280.8%) increase in building demolition and weed abatement assessments. The current year reflected no operating contributions. The previous year reflected operating contributions of $18,307.54 as charges for service in error. These should have been reported as operating grants and contributions. The major impacts to parks and recreation revenues were increases of $63,609.35 (23.7%) and $221,736.78 (41.3%) over the previous revenues associated with the Osage Center and Cape Splash, respectively. The previous year reflected operating contributions of $45,371.11 as charges for service in error. These should have been reported as operating grants and contributions. During the current year, administrative revenues declined $181,408.05 (9.9%). A $155,693.25 distribution from a bankruptcy case regarding unpaid lease payments was included in the previous year’s revenue . Compensation for damages received during the current year was $24,417.24 (72.6%) less than the previous year.  Operating grants and contributions were $517,933.26 (33.3%) less than the previous year. The previous year included $500,000.00 for a pass-through grant to Southeast Missouri State University for a business incubator project and the current year included $30,500.00 for a historic preservation grant for the cost of hosting a state historic preservation convention. Both of these grants were one-time grants. During the current year revenue from emergency shelter grants and an airport operating grant increased $30,380.28 (21.4%) and 29,786.00 (73.4%) over the previous year. Grant and contribution revenue for airport maintenance and housing rehab projects decreased $113,591.23 (3559.5%) and $62,180.16 (58.9%) from the previous year .  Capital grants and contributions decreased $436,649.63 (20.9) from the previous year. During the current year the city received grants and contributions totaling $73,607.51, $391,404.01, $3,706.99, $546,154.29, $159,687.78 and $130,112.59 for airport improvements, park trail projects, the business park infrastructure project, various street projects, a safe route to school project, and various public safety equipment purchases, respectively. In the prior year, the City received $61,217.90, $469,633.46, $826,225.87, $555,083.68, $44,161.91and $80,626.79, respectively, for these items. The current year also included a $304,778.48 capital grant for a South Sprigg Street Bridge project.  Property tax revenue was $68,778.52 (3.1%) more than the previous year. Assessed values finalized by the board of equalization increased $6,208,670 (1.3%) and $9,118,810 (8.0%) for real estate and personal property, respectively. New construction of $3,994,830 was included in the real estate increase. The City’s general tax levy rate remained the same as the previous year. CITY OF CAPE GIRARDEAU, MISSOURI 9 Revenues from governmental activities (continued)  Sales tax revenue was 53.3% of the total revenue during the current year vs. 52.5% in the previous year. This year’s revenue was $688,479.74 (2.5%) more than the previous year. From fiscal year ending June 30, 20 12 through fiscal year ending June 30, 2016 sale tax revenue, adjusted for new taxes, had annual growth rates of 4.9%, 4.6%, 0.7%, 3.7% and 2.5%, respectively.  Other taxes decreased $86,565.19 (0.6%) from the previous year. Motor fuel taxes, convention and tourism taxes, and merchant licenses grew $42,462.21 (2.9%), $75,527.19 (3.5%), and $15,030.74 (1.1%), respectively. Franchise taxes, liquor licenses, cigarette taxes, and gaming revenue declined $172,713.00 (4.7%), $3,295.50 (4.5%), $4,736.73 (2.9%) and $38,840.10 (1.1%), respectively, from the previous year.  Gaming revenue received by the casino revenue fund decreased $44,142.73 (1.4%) over the previous year while gaming revenue received by the riverfront development fund increased $5,302.63 (2.8%) over the previous year.  Ameren paid 70.5% of the total franchise tax collected during the year based on its electricity and natural gas revenues. During the current year, Ameren paid $165,753.07 (4.7%) less than the previous year. Payments received on electricity sales increased $48,881.78 (1.8%) during the current year while natural gas sales decreased $214,634.85 (26.5%) during the current year. Average monthly electric and natural gas rates were 1.4% and 13.8% less, respectively, during the current year when compared to the previous year. Mild winter weather negatively impacted franchise tax from natural gas revenues.  During the current year, the City received payments in lieu of gross receipt franchise taxes totaling $678,590.38 from its water and sewer funds. This was $16,329.58 (2.5%) more than the previous year. Water rates increased 3% at the beginning of the current year while sewer rates remained the same. Sewer and water utility revenues were 1.7% and 4.6% more than the previous year.  Franchise tax paid during the current year by the City’s telecommunication and cable TV service providers decreased $20,292.47 (6.4%) and $2,997.04 (0.7%), respectively, from the previous year.  The increase in the convention and tourism taxes was comprised of increases of $13,662.17 (1.9%) and $61,865.02 (4.4%) to revenues from the hotel / motel and restaurant taxes, respectively, over the previous year.  Other revenue which increased $287,247.47 (37.8%) from the previous year to $1,046,633.50 was comprised of unrestricted grants and contributions, investment earnings, and gain (loss) on sales of assets which totaled $58,267.16, $1,012,717.42, and ($24,351.08), respectively, during the current year. These revenues grew (declined) $5,465.81 (10.4%), $405,159.99 (66.7%), and ($123,378.33) (124.6%), respectively, from the previous year. During the current year, the City sold 14 acres from its business park at a loss of $171,502.21 and it sold fire station #3 at a gain of $25,000 . The business park site will be used by a local manufacturer of high- quality protein powders and dietary supplements to expand its business. Expenses from governmental activities  Total government activities expenses increased $2,295,814.85 (6.1%) over the previous year. Personnel costs accounted for 55.5% of the total governmental activity expenses. Operating expenses and interest and other costs accounted for 41.9% and 2.6% of the total governmental activity expenses, respectively. 33.6% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses increased $580,735.81 (4.1%) and benefits expenses increased $2,690,272.89 (56.3%) during the current year. Operating expenses decreased $1,406,741.98 (7.7%) while interest and other costs increased $431,548.13 (69.8%) during the current year. CITY OF CAPE GIRARDEAU, MISSOURI 10 Expenses from governmental activities (continued) Full-time, part-time, and overtime salaries increased $418,471.08 (3.4%), $79,260.04 (7.4%), and $83,004.69 (10.6%), respectively, over the previous year. The current year included a 2.0% beginning of the year wage increase. An annual report issued by the Missouri Local Government Employees Retirement System and dated June 30, 2016 reflects current year changes to the City’s net pension assets (liabilities) and net pension deferred outflows (inflows) according to GASB 68. The annual pension costs included in the governmental activities equals the City’s annual required contributions to its retirement plan plus or minus changes in its net pension assets (liabilities) and net pension deferred outflows (inflows) reflected in that report. The current year’s pension expense was increased $1,586,759.14 as a result of these changes. In the previous year pension expense was decreased $203,476.51 as a result of these changes. Adjusted pension costs were $1,625,422.59 (133.1%) more than the previous year. Annual cost of the City’s employee health and dental plan and it workmen’s compensation plan reflects actual claims incurred during the year. The cost of these plans increased $510,458.69 (34.5%) and $492,815.85 (163.1%) during the current year. Vehicle fuel expense decreased $89,556.59 (23.4%) from the previous year during the current year as a result of significantly lower fuel prices. This was the second straight year of decreases in excess of 20%. Administrative, development services, parks and recreation, public safety, and public works vehicle fuel expenses were reduced $375.60 (12.8%), $5,671.85 (19.9%), $15,545.73 (28.9%), $47,830.89 (20.4%), and $20,132.52 (31.8%), respectively during the current year.  Administrative expenses totaled $3,559,853.55 (8.9% of total government activities) this year which was $459,230.95 (14.8%) more than the previous year. Personnel costs accounted for 56.9% of the total administrative expenses. 30.6% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses increased $83,214.57 (6.3%) during the current year. A deputy city manager position was added to staff of the City Manager’s office this year. Benefit expenses increased $254,243.99 (69.8%). The current year’s costs of providing pension benefits, health and dental coverage, and workmen’s compensation coverage were $269,360.97, $174,062.64 and $9,590.14, respectively. These costs increased $196,167.67 (268.0%), 47,664.04 (37.7%), and $5,770.08 (151.0%), respectively , over the previous year. Operating expenses increased $121,772.39 (8.6%) during the current year. Depreciation expense accounted for 97.7% of the operating expense increase and was $119,001.31 (30.7%) more than the previous year.  Development services expenses totaled $5,428,628.68 (13.5% of total government activities) this year which was $425,977.96 (7.3%) less than the previous year. Personnel costs accounted for 48.3% of the total development services expenses. 29.3% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses increased $24,345.02 (1.3%) during the current year. A full-time plan reviewer position was converted to a part-time position during the current year. Benefit expenses increased $281,077.98 (57.7%). The current year’s costs of providing pension benefits, health and dental coverage, and workmen’s compensation coverage were $274,119.11, $242,136.87 and $76,657.38, respectively. These costs increased $178,403.97 (186.4%), 60,327.12 (33.2%), and $47,728.61 (165.0%), respectively over the previous year. Operating expenses decreased $731,400.96 (20.7%) during the current year. During the current year, the City spent $97,401.55 in costs related to an airshow, $37,784.39 in advertising expenses related to an air services grant, $32,370.73 for costs related to establishing a TIF in the downtown area, $30,500.00 in grant funded costs related to hosting a state historic preservation convention, and a $20,000.00 payment to Cape County Transit to fund a grant match for vehicle purchases for their fixed route bus system in the City. In the previous year, there were only $12,000.00 in costs related to these items. In the previous year, the City spent $113,855.08, $73,000.00, and $47,677.03, respectively, on grant funded runway improvements and related engineering costs, preliminary design of improvements to Cape Splash, and a future facility study. Only $6,011.80 was spent on these items in the current year. Additionally, the City CITY OF CAPE GIRARDEAU, MISSOURI 11 Expenses from governmental activities (continued) distributed a $500,000.00 pass through grant to the University for its Business Incubator Project. No costs were incurred on this item in the current year. The following are other significant operating increases (decreases) over the previous year: Economic development payments from sales tax rebates $58,749.42 (10.4%) decrease Housing rehab grant related expenses $50,367.12 (23.9%) decrease Emergency housing grant related expenses $30,253.78 (17.2%) decrease Convention and tourism bureau operating contract $62,560.33 (9.3%) decrease  Parks and recreation expenses totaled $5,543,262.36 (13.8% of total government activities) this year which was $415,424.36 (8.1%) more than the previous year. Personnel costs accounted for 57.7% of the total parks and recreation expenses. 28.4% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses increased $36,426.69 (1.6%) during the current year. Benefit expenses increased $368,601.40 (68.5%). The current year’s costs of providing pension benefits, health and dental coverage, and workmen’s compensation coverage were $341,481.45, $240,961.15 and $94,477.40, respectively. These costs increased $263,609.76 (338.5%), 62,681.82 (35.2%), and $57,630.20 (156.4%), respectively over the previous year. Operating expenses increased $10,396.27 (0.4%) during the current year. The following are significant operating increases (decreases) over the previous year: Fleet maintenance costs $39,437.67 (13.9%) increase Protective attire for employees $69,006.69 (221.5%) increase Vehicle fuel costs $47,830.89 (20.4%) decrease Depreciation $44,337.75 (6.6%) decrease  Public safety expenses totaled $16,044,394.02 (40.0% of total government activities) this year which was $2,140,845.41 (15.4%) more than the previous year. Personnel costs accounted for 82.0% of the total public safety expenses. 35.8% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary and benefit expenses increased $488,811.98 (6.1%) and $1,595,400.73 (51.3%), respectively, during the current year. Full-time, part-time, and overtime salaries increased $386,267.56 (5.4%), $13,783.29 (16.8%), and $88,761.13 (12.9%), respectively, during the current year. Three additional jailers and two additional patrolmen were added during the current year. The current year’s costs of providing pension benefits, health and dental coverage, and workmen’s compensation coverage were $1,805,848.63, $1,090,346.10, and $541,855.69, respectively. These costs increased $876,371.41 (94.3%), 302,166.93 (38.3%), and $339,118.22 (167.3%), respectively over the previous year. Operating expenses increased $56,632.70 (2.0%) during the current year. In the current year, the City spent $24,945.59 for preliminary design costs for a new police station. Only $52.12 was spent on this item in the previous year. The following are other significant operating increases (decreases) over the previous year: Fleet maintenance costs $32,563.76 (25.6%) increase Building maintenance cost $21,873.85 (42.4%) decrease Vehicle fuel costs $15,545.73 (28.9%) decrease Depreciation $15,466.96 (1.6%) increase CITY OF CAPE GIRARDEAU, MISSOURI 12 Expenses from governmental activities (continued)  Public works expenses totaled $8,369,295.95 (20.9% of total government activities) this year which was $170,229.17 (2.1%) more than the previous year. Personnel costs accounted for 14.9% of the total public works expenses. 37.6% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses decreased $52,062.45 (6.3%) during the current year while benefit expenses increased $190,948.79 (69.0%). The current year’s costs of providing pension benefits, health and dental coverage, and workmen’s compensation coverage were $156,253.75, $138,278.27 and $72,298.62, respectively. These costs increased $110,869.78 (244.3%), 35,864.97 (35.0%), and $42,568.74 (143.2%), respectively over the previous year. Operating expenses increased $31,342.83 (.4%) during the current year. In the current year, the City spent $27,064.77 for damage claims against the street department. Only $1,389.91 was spent to pay for claims in the previous year. The following are other significant operating increases (decreases) over the previous year: Street maintenance supplies $71,887.79 (43.9%) decrease Snow and ice removal supplies $29,397.37 (14.6%) decrease Traffic control supplies $28,397.74 (56.9%) increase Vehicle fuel costs $20,132.52 (31.8%) decrease Depreciation $82,377.09 (1.5%) increase  Capital improvements expenses totaled $77,548.17 this year which was $895,485.21 (92.0%) less than the previous year. The current year costs represent 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). The previous year included $745,032.36 in street, curb and gutter repairs, $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 , and $60,540.44 in capital projects that did not meet the City’s capitalization threshold.  Interest and other costs expenses totaled $1,049,438.04 this year which was $431,548.13 (69.8%) more than the previous year. The current year included $630,132.19 for interest and issuance costs on new debt issued during the year. The illustration above makes it clear that all the governmental activities and business -type activities of the City, with the exception of indoor sports complex, 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. The only activity in the indoor sports complex was contribution of land for the building site of the new indoor sports complex. - 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 14,000,000 16,000,000 18,000,000 Administrative Development Serv Parks & Recreation Public Safety Public Works Water Sewer Solid Waste Golf Course Indoor Sports Complex Sporting Complexes Expense Revenue CITY OF CAPE GIRARDEAU, MISSOURI 13 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 (53.3%), other taxes (25.4%), and charges for services (10.0%). The City’s general sales tax represents 36.7 percent of the total sales tax revenue and 47.4 percent of the total general fund revenues. The remaining sales taxes are for parks, storm water, transportation, sewer, water, and public safety projects. The general fund accounts for 47.1% and 51.8% of the other tax and service charge revenue, respectively. This represents 29.0% and 11.5% 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 $7,836,951.27. During the previous year, these activities increased the City’s net position by $4,630,413.81. Business-type activities before transfers decreased the City’s net position by $1,750,405.94 during the current year. In the previous year, these activities decreased the City’s net position by $1,547,893.52. During the current year, there were net transfers from the governmental activities to business-type activities of $9,587,357. In the previous year, there were net transfers from governmental activities to business- type activities of $6,178,307.33. During the current year transfers were made for the following: Capital improvement sales tax - sewer for bond payments $4,420,000.00 Operating subsidy from general and parks sales tax funds $ 971,217.84 Capital improvement sales tax - water for capital projects $3,084,593.69 Casino revenue fund revenues for transfer station construction $ 846,500.00 Capital improvements sewer and water funds $ 44,985.65 Net transfer of asset to or from other government activities $ 220,060.03 During the previous year transfers were made for the following: Capital improvement sales tax - sewer for bond payments $1,627.500.00 General fund revenues for bond Payments $ 504,817.85 Operating subsidy from general and parks sales tax funds $1,195.495.00 Capital improvement sales tax - water for capital projects $1,532,000.00 Employee benefits fund revenues special payment to pension plan $ 975,617.45 Capital improvements sewer and sports complex funds $ 269,720.34 Net transfer of asset to or from other government activities $ 73,156.69 The net change in assets before transfers and general revenues in the sewer, water, solid waste, golf, indoor sports complex, and sporting complexes operations totaled $(2,150,812.85), $(215,036.32), $(43,339.78), $(181,766.85), $1,335,100.00, and $(796,274.46), respectively, this year. This compares to $406,551.84, $(1,453,641.15), $84,956.09, $(204,157.44), $0.00, and $(673,274.04), respectively, in the previous year. Other taxes 25.4% Sales taxes 53.3% Other 2.0% Charge for Service 10.0% Operating grants 1.9%Capital grants 3.1% Property taxes 4.3% Revenues for governmental activities Capital grants 13.2% Charge for Service 85.4% Other 1.4% Revenues for business-type activities CITY OF CAPE GIRARDEAU, MISSOURI 14 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, 2016, the City’s governmental funds reported combined ending fund balances of $69,715,065.70, an increase of $27,873,814.37 (66.6%) from the prior year. Unassigned fund balances, which are available for spending at the City’s discretion, account for $2,878,130.66 (4.1%) 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, 2016: (1) $829,113.67 is classified as nonspendable because it is either (a) not in spendable form or (b) legally or contractually required to be maintained intact (2) $32,822,782.93 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) $3,572,455.52 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) $29,612,582.92 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, 2016 unassigned fund balance of the general fund was $2,878,130.66 while total fund balance was $7,714,458.77. 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 10.1 percent of total general fund expenditures including transfers. However, included in the restricted fund balance is $4,517,290.00, which had been reserved to meet the City Charter’s emergency reserve requirement. This amount represents 15.9 percent of total general fund expenditures including transfers and could be used if an emergency was declared by the City Council. The Governmental Funds Statement of Revenue, Expenditures, and Changes in Fund Balance shows that the total fund balance of the City of Cape Girardeau’s general fund increased by $24,433.82 during the current fiscal year. However, the General Fund Statement of Revenues, Expenditures, and Changes of Fund Balance prepared on a budget basis shows a current fiscal year increase of $99,047.66. Differences between the amounts reflected in the two statements can be found in the Notes to Budgetary Comparison Schedules found on pages 94 - 97. The original adopted general fund budget for the fiscal year ending June 30, 2016 had expenditures exceeding revenues by $124,379.00. The actual general fund results increased fund balances by $99,047.66. Significant deviations from this budget are detailed below: o Sales tax revenue was $243,980.22 (2.4%) more than the previous year, which was $42,085.62 (0.4%) less than projected for the adopted budget. The adopted budget projected revenues that were 6.3% above the actual fiscal year ending June 30, 2014 revenues plus an additional $20,000 in revenues as a result of the elimination of a “Back to School” sales tax holiday. Actual revenues grew 3.6% during the previous year.  Franchise tax revenue was $147,953.92 (3.0%) less than projected for the adopted budget. Franchise taxes from electric utilities, natural gas utilities, telecommunications, cable TV, and the City’s water and sewer service fell short of their budgets by $11,051.36 (0.4%), $113,241.74 (15.9%), $6,441.77 (2.1%), $13,809.43 (3.1%) and $3,409.62 (.5%), respectively.  Franchise tax paid during the current year by the City’s telecommunication service providers decreased $20,292.47 (6.4%) from the previous year. The amount of projected franchise tax used in the current year’s budget was based on revenues from the calendar year 2014. CITY OF CAPE GIRARDEAU, MISSOURI 15  During the current year, Ameren paid $165,753.07 (4.7%) less than the previous year. Payments received on electricity sales increased $48,881.78 (1.8%) during the current year while natural gas sales decreased $214,634.85 (26.5%) during the current year. Average monthly electric and natural gas rates were 1.4% and 13.8% less, respectively, during the current year when compared to the previous year. Mild winter weather negatively impacted franchise tax from natural gas revenues. Projections used in the current year’s budget had assumed average electric and natural gas usage from the three years ending December 31, 2014 and rates that were in effect on February 1, 2015.  During the current year, the City received payments in lieu of gross receipts franchise taxes from its water and sewer funds totaling $678,590.38. This was $16,329.58 (2.5%) more than the previous year. The amount of payments in lieu of franchise taxes projected for the current year’s budget were based on sewer and water revenues for the calendar year 2014 and a 3% water rate increase on July 1, 2015.  Franchise tax paid during the current year by the City’s cable TV service provider decreased $2,997.04 (0.7%) from the previous year. The amount of projected franchise tax used in the current year’s budget was 6.5% more than actual revenue for fiscal year ending June 30, 2014.  Property tax revenue increased $42,695.57 (2.3%) over the previous year and was $2,243.10 (0.1%) more than the projected budget. Assessed values finalized by the board of equalization increased $6,208,670 (1.3%) and $9,118,810 (8.0%) for real estate and personal property, respectively. New construction of $3,994,830 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. The adopted budget for the fiscal year ending June 30, 2016 had assumed 2.0% and 1.5% assessed value growth for real estate and personal property, respectively and no levy increases.  Business license revenue increased $11,345.26 (0.9%) from the previous year and was $27,955.47 (2.1%) less than the projected budget. The adopted budget projected revenues that were 2.0% greater than projected fiscal year ending June 30, 2015 revenues. Actual revenue for fiscal year ending June 30, 2015 was $12,830.67 (1.0%) less than had been assumed by the budget projections.  Other license and permit revenue was $22,618.47 (8.6%) more than the previous year and was $8,823.47 (3.2%) more than the projected budget.  Intergovernmental revenue exceeded revenue projected for the budget by $186,752.65 (37.0%). This year’s intergovernmental revenue included $61,721.98 in revenues from various public safety capital grants, $141,835.69 for emergency shelter grants, $30,500.00 for a historic preservation grants, and $9,354.26 for river flooding reimbursement grants. None of these revenues had been projected in the current year’s budget. The current budget projected $454,793.00 in grants for public safety operating expenses. Actual revenue was $55,569.05 (12.2%) less than this amount during the current year and reflected corresponding reductions in grant related expenses.  Service charges exceeded the amount projected in the current year’s budget by $32.05 and were $37,200.47 (18.6%) more than the previous year. Court costs were $4,997.69 (8.2%) more than the previous year but were $13,700.99 (17.1%) less than projected in the budget. Development service fees were $40,868.49 (83.2%) more than the previous year and were $15,559.09 (20.9%) more than projected in the budget. o Fines and forfeits revenue was $16,969.50 (2.4%) less than the previous year and was $89,878.00 (11.6%) less than projected in the budget. The adopted budget for fiscal year ending June 30, 2016 had assumed revenue levels equal to the actual revenue for the calendar year 2013. The number of traffic cases heard by the municipal court in fiscal year ending June 30, 2016 was 15.3% less than those heard in calendar year 2013. CITY OF CAPE GIRARDEAU, MISSOURI 16  During the current fiscal year, total expenditures were $697,316.05 (3.0%) more than the original budget. Operating expenditures were $380,131.94 (1.6%) less than their original budget. Actual debt service and capital expenditures exceeded their original budgets by $1,028,475.55 (803.6%) and $48,972.44. The current year’s debt service costs included the early repayment of $1,040,000 in special obligation bonds which were not anticipated by the original budget. The original budget included no capital expenditures.  Transfers to other funds for operating subsidies were $95,166.80 (2.2%) less than original budget and transfers for capital expenditures exceeded their original budgets by $217,343.47 (289.8%). Proprietary funds. The City of Cape Girardeau’s enterprise funds are all presented as major funds for purposes of this report. As a result, all statements related to the enterprise funds are presented at the government-wide level. The City does have Internal Service funds, which are reported in total on the Proprietary Fund Statement and consolidated with other governmental activities on the government -wide statements. General Fund Budgetary Highlights Total expenditures and transfers on the final amended budget were $1,634,609.00 (5.9%) more than the original adopted budget. The changes that were appropriated by the City Council can be summarized as follows: Administrative – $70,548.55 for legal advice, additional salaries, and the cost of the fire union negotiator. Development Services – $155,000.00 for grant funded community assistance expenditures and payments associated with the downtown TIF district. Public Safety – $145,570.00 to cover grant costs related to various public safety operating grants and the purchase of equipment through capital grants; additional overtime costs; and an insurance claim. Parks and Recreation - $33,671.45 to pay an insurance claim, rebuild a transformer and purchase various capital items. Public Works – $22,869.00 to cover property damage and the cost of a wayfinding sign. Other Debt - $1,028,939.00 for the early payoff of the 2005 special obligation bonds. General Fund Transfer to Airport Fund – $8,818.00 to cover unexpected repairs. General Fund Transfer to Parks and Recreation Fund – $4,998.00 for repair of a water line break at the city pool. General Fund Transfer to Public Safety Trust Fund - $58,000.00 as required by the Fire Sales Tax. General Fund Transfer to Housing Development Grants Fund – $2,500.00 to cover additional costs not reimbursed by grants. General Fund Transfer to Sewer Fund - $6,613.00 to purchase equipment from sewer fund. General Fund Transfer to Sports Complex Fund – $95,000.00 to cover operating subsidy shortfall and $2,082.00 for street repair. 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. CITY OF CAPE GIRARDEAU, MISSOURI 17 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, 2016, amounts to $357,238,259.37 (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 $3,251,757.36 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.  $67,984.13 was spent on lighting rehab on Runway 10/28 at the Airport and was partially funded by MODOT. Construction on this project will continue into the next year.  $4,943,335.23 of new bond funds were used to design a new police station and an addition to an existing Fire Station; and to begin the process of building a new Indoor Sports Complex.  $365,831.55 in funds received from the Isle of Capri helped improve our trail system and sidewalks, provide sewer service at the new business park, and to start the processes of new E-ticket software for our police department, mobile terminals for our fire department, and a new City website design.  Construction costs totaling $2,624,080.91 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, costs to convert a wet scrubber to a dry scrubber, water tank painting, various water distribution improvements, the addition of water main extensions and the continuation of the two-inch water main replacement program.  Costs totaling $169,068.34 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. $88,765.29 and $518,985.64 were spent respectively during the current year on these projects.  Costs totaling $1,862,101.69 related to the new Wastewater Treatment Plant were incurred this year and funded by the State Revolving Loan Program.  Other sewer projects amounted to $2,773,106.88 in capital expenditures during the current year. Projects included a storm water sewer system, a wastewater scada upgrade, various sanitary sewer projects, and continuation of the Inflow & Infiltration reduction program.  Department of Transportation funds were used to partially fund the $410,518.00 spent to expand the City’s trail system.  $3,648,438.46 was spent on the construction of a new Transfer Station. 3.3% 58.2% 34.0% 4.5% Land Buildings/Equipment Infrastructure Construction in Progress CITY OF CAPE GIRARDEAU, MISSOURI 18  A local developer donated land with a value of $1,335,100.00 for the City to build an indoor sports complex.  $36,502.42 was spent on an intersection that will be transformed from a four way stop into a roundabout. This will be partially funded by a Department of Transportation grant.  Preliminary costs of $35,542.31 were spent on a parking lot and preparing a site for playground equipment in one of the city’s parks.  $249,104.00 was incurred with the addition of new slides to the water park. Additional information about the City’s capital assets can be found in note D to the financial statements. City of Cape Girardeau's Capital Assets (net of depreciation) Governmental Business-type Activity Activities Total 2016 2015 2016 2015 2016 2015 Land 9,712,739.11 10,117,070.83 1,985,017.54 649,917.54 11,697,756.65 10,766,988.37 Buildings and system improvements 19,915,673.55 20,589,455.03 5,626,429.05 1,984,568.59 25,542,102.60 22,574,023.62 Improvements other than buildings 18,516,927.09 19,411,780.52 152,430,823.65 152,069,859.54 170,947,750.74 171,481,640.06 Equipment 7,195,351.75 5,851,220.69 4,242,211.34 3,906,471.15 11,437,563.09 9,757,691.84 Infrastructure 121,520,534.17 119,667,592.25 - - 121,520,534.17 119,667,592.25 Construction in progress 8,593,831.37 6,646,861.41 7,498,720.75 4,089,883.22 16,092,552.12 10,736,744.63 Total 185,455,057.04 182,283,980.73 171,783,202.33 162,700,700.04 357,238,259.37 344,984,680.77 CITY OF CAPE GIRARDEAU, MISSOURI 19 Long-term debt. At the end of the fiscal year, the City of Cape Girardeau had total debt outstanding of $129,863,408.64. Bonded debt outstanding totaling $86,803,779.04 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 increased by $28,175,074.56 (27.7%) during the year. During the year the City received disbursements totaling $4,891,313.56 and $700,000.00 from loans through the state revolving loan program and the Missouri Transportation Finance Corporation. These were used to fund costs of construction at the new wastewater treatment plant and continuation of the City’s Inflow & Infiltration reduction program and were or will be used to fund initial design and construction costs of a new bridge. During the year, the City also received bond proceeds totaling $38,810,102.20 from the issuance of two special obligation bonds. These were used to refund $1,040,000 of 2005 special obligation bonds and $6,165,000 of 2009 leasehold revenue bonds and were or will be used to fund the design and construction costs of a transfer station and an indoor sports complex; replacement of police headquarters, fire station number four and various fire apparatus; and upgrades to fire stations numbers one and two. Regularly scheduled principal payments and amortization of bond premiums / discounts resulted in outstanding long-term debt being reduced by $9,021,341.20. 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 2016 2015 2016 2015 2016 2015 Notes payable 4,319,900.82 3,969,933.66 - - 4,319,900.82 3,969,933.66 Special obligation bonds 35,145,082.74 1,148,227.65 3,594,646.04 560,538.00 38,739,728.78 1,708,765.65 Revenue bonds 760,600.00 806,300.00 86,043,179.04 86,860,158.40 86,803,779.04 87,666,458.40 Leasehold revenue bonds - 8,343,176.37 - - - 8,343,176.37 40,225,583.56 14,267,637.68 89,637,825.08 87,420,696.40 129,863,408.64 101,688,334.08 CITY OF CAPE GIRARDEAU, MISSOURI 20 Economic Factors and the Next Year’s Budget Commercial development increased significantly during the past year. Values of commercial permits issued during the year were 241.3% higher than the previous year and were at their second highest levels of the past 10 years. Residential development decreased during the past year. Values of residential permits issued during the year were 12.3 % lower than the previous year. However, last year’s residential development was at its third strongest level of the past 10 years. Commercial and residential permits valued at $69.0 million and $17.0 million were issued this year. Commercial and residential permits valued at $20.2 million and $19.3 million were issued in the previous year Local employment continues to be stronger than national employment, although not as strong as the previous year. The Cape Girardeau County unadjusted unemployment rate was only 4.1% in October 2016. Statewide and national unadjusted unemployment rates were 4.1% and 4.7%, respectively, for this month. The unadjusted unemployment rates were 3.6%, 4.0% and 4.8% for the county, state, and nation, respectively, for the previous October. City construction projects and private development provide significant support to local construction employment. 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. The facilities are expected to be operational by the fall of 2017. In April 2016, a local investor group announced plans to redevelopment the vacant Marquette Hotel into a high-tech hub for startup technology companies and to turn the H-H Building and the adjacent Marquette Center into a Marriott “Courtyard” Hotel. The $20 million development involves 145,000 square feet of historic renovation that when completed is expected to draw 200 to 300 workers and guests daily to the Cape Girardeau downtown area. During the year, the City began construction of the Cape Girardeau SportsPlex, a 121,000 square foot indoor sports complex that will serve as the area’s premier sports venue. The facility will include six hardwood courts, two indoor turf fields, meeting rooms and concessions area, among other amenities. Its anticipated that a significant economic impact will be recognized by hotels, restaurants, and retail outlets from visitors coming from an expected four-hour radius to participate in tournaments and events hosted by the facility. The facility is expected to be operational by the spring of 2017. During the year, the following economic development activity took place in Cape Girardeau:  Integrated Managed Care Systems, a healthcare information technology firm, announced plans to expand its operations into the new Marquette development.  Health Check, Inc., a healthcare company that provides a variety of revenue cycle services for hospitals throughout the United States, announced plan to expand its operations into the Marquette development. 50 – 60 employees are expected to be added within the next year.  During the current year Si03, a local manufacturer of high-quality protein powders and dietary supplements, purchased 14 acres from the City’s business park. The site will be used to expand its manufacturing capabilities.  Vinuity, a St. Louis information technology professional services company opened an office in Cape with 4 new employees.  Cape Girardeau was chosen as one of only three 2015 Great American Main Street Award winners. In the past year, the downtown area has seen a rise in preservation projects, which have led to 85 net new jobs, reinvestment of over $6.6 million and 34 new or relocated businesses. 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 2.4% while inflation grew at 0.7%. In the previous year sales tax revenue from the general sales tax increased 3.6% while inflation grew at 0.7 %. The City’s restaurant gross receipt tax and hotel/motel gross receipt tax increased 4.4% and 1.9%, respectively, during the current year. In the previous year, they increased 5.1% and 7.2%, respectively. CITY OF CAPE GIRARDEAU, MISSOURI 21 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. Cape Girardeau continues to be a regional retail center for much of Southeast Missouri and Southern Illinois. Since 2013 the City has increased its share of the local retail market. The previous table, which includes the City of Cape Girardeau and significant retail centers within a 50-mile radius, shows the percentage of estimated sales made by each City to the total estimated sales of the five cities. During the current year, the City increased its share of the local market and reversed a downward trend in the previous two years. Local Economic Development. In the previous 11 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. Details of these agreements can be found in Note S in the Notes to the Financial Statements section. Payments made by the City pursuant to these agreements totaled $505,325 during the current year. Payments totaling $3,004,994 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 continuing to market its 247.43-acre business park site purchased in February, 2013 from the Southeast Missouri University Foundation and located along I-55 around the LaSalle interchange. The land will be used for future business development and is best suited for distribution centers, light manufacturing, technology-related businesses and retail development. 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, 2017 and financial condition The adopted general fund budget for the fiscal year ending June 30, 2016, was projected to produce a $128,788 deficit and included a 2.0% wage increase effective July 1, 2016. Projected revenues used in preparing the budget were based on conservative revenue assumptions. The approved general fund budget projected the use of $164,349 prior year’s unassigned fund balance to increase the emergency reserve fund balance by $35,561 and fund $128,788 in one-time operating expenses. The City’s current financial position had 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 funds, excluding police, SALES TAX COMPARISON FY13 FY14 FY15 FY16 Cape Girardeau 44.0% 43.8% 43.7% 44.2% Carbondale 26.7% 26.4% 26.1% 25.6% Jackson 9.3% 9.6% 9.6% 9.6% Perryville 7.2% 7.2% 7.4% 7.4% Sikeston 12.8% 13.0% 13.2% 13.2% 100.0% 100.0% 100.0% 100.0% CITY OF CAPE GIRARDEAU, MISSOURI 22 fire, and various park divisions is still not at desired levels. 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 $ 72,834,916.30 $ 11,759,962.72 $ 84,594,879.02 Cash and cash equivalents 80,401.06 - 80,401.06 Investments 350,765.63 - 350,765.63 Taxes receivable 4,687,943.39 - 4,687,943.39 Utility charges receivable - 2,667,984.77 2,667,984.77 Special Assessments receivable 305,361.17 20,505.81 325,866.98 Interest receivable 251.02 249.16 500.18 Other receivables 564,101.40 51,955.36 616,056.76 Notes receivable 168,544.29 - 168,544.29 Motor fuel receivable 124,226.72 - 124,226.72 Grants receivable 581,916.04 16,288.58 598,204.62 Inventory 262,269.58 1,028,824.18 1,291,093.76 Prepaid items 393,393.35 22,916.38 416,309.73 Internal balances (171,197.15) 171,197.15 - Total current assets 80,182,892.80 15,739,884.11 95,922,776.91 Noncurrent assets: Restricted cash and cash equivalents - 5,979,261.57 5,979,261.57 Net pension assets 338,199.89 229,539.76 567,739.65 Land 9,712,739.11 1,985,017.54 11,697,756.65 Buildings 19,915,673.55 5,626,429.05 25,542,102.60 Land Improvements 18,516,927.09 152,430,823.65 170,947,750.74 Equipment 7,195,351.75 4,242,211.34 11,437,563.09 Infrastructure 121,520,534.17 - 121,520,534.17 Construction in process 8,593,831.37 7,498,720.75 16,092,552.12 Total noncurrent assets 185,793,256.93 177,992,003.66 363,785,260.59 Total assets 265,976,149.73 193,731,887.77 459,708,037.50 Deferred outflows of resources: Deferred outflow related-pensions 7,765,340.69 1,108,152.31 8,873,493.00 Total deferred outflows of resources 7,765,340.69 1,108,152.31 8,873,493.00 City of Cape Girardeau Statement of Net Position June 30, 2016 Primary Government See Accompanying Notes to Basic Financial Statements. Governmental Activities Business-type Activities Total LIABILITIES Current liabilities: Accounts Payable 3,155,588.06 1,282,402.29 4,437,990.35 Salaries and benefits payable 937,878.41 185,168.78 1,123,047.19 Interest payable 154,781.48 896,828.53 1,051,610.01 Other liabilites 272,105.03 627,513.17 899,618.20 Estimated claims 678,500.00 - 678,500.00 Due to other governments 1,206.64 66,857.79 68,064.43 Unearned revenues 138,399.41 80,647.11 219,046.52 Total current liabilities 5,338,459.03 3,139,417.67 8,477,876.70 Noncurrent liabilities: Estimated landill post closure costs - 30,000.00 30,000.00 Notes payable 4,319,900.82 - 4,319,900.82 Revenue bonds payable 760,600.00 86,043,179.04 86,803,779.04 Special obligation bonds payable 35,145,082.74 3,594,646.04 38,739,728.78 Compensated absences payable 1,358,564.83 181,993.75 1,540,558.58 Net OPEB obligation 2,625,897.00 223,575.00 2,849,472.00 Net pension liabilities 76,773.43 61,301.22 138,074.65 Total noncurrent liabilities 44,286,818.82 90,134,695.05 134,421,513.87 Total liabilities 49,625,277.85 93,274,112.72 142,899,390.57 NET POSITION Net investment in capital assets 168,824,795.36 81,683,456.59 250,508,251.95 Restricted for depreciation and replacement - 150,000.00 150,000.00 Restricted for emergency fund 5,230,506.00 3,073,250.00 8,303,756.00 Restricted for mausoleum 96,004.53 - 96,004.53 Restricted for operation and maintenance 39,504.30 - 39,504.30 Unrestricted 49,925,402.38 16,659,220.77 66,584,623.15 Total net position $ 224,116,212.57 $ 101,565,927.36 $ 325,682,139.93 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Statement of Net Position June 30, 2016 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 $ 1,049,438.04 $ - $ - $ - $ (1,049,438.04) $ - $ (1,049,438.04) Development Services 5,428,628.68 1,591,314.72 506,568.90 73,607.51 (3,257,137.55) - (3,257,137.55) Public Safety 16,044,394.02 161,296.28 436,481.97 130,112.59 (15,316,503.18) - (15,316,503.18) Public Works 8,369,295.95 17,804.19 7,881.02 530,372.00 (7,813,238.74) - (7,813,238.74) Parks and Recreation 5,543,262.36 1,877,801.53 84,313.13 - (3,581,147.70) - (3,581,147.70) Capital Improvements 77,548.17 - - 918,312.51 840,764.34 - 840,764.34 Administrative 3,559,853.55 1,647,333.70 - - (1,912,519.85) - (1,912,519.85) Total governmental activities 40,072,420.77 5,295,550.42 1,035,245.02 1,652,404.61 (32,089,220.72) - (32,089,220.72) Business-type activities: Golf Course Fund 712,073.98 530,307.13 - - - (181,766.85) (181,766.85) Indoor Sports Complex - - - 1,335,100.00 - 1,335,100.00 1,335,100.00 Sewer Fund 10,434,314.23 7,245,787.89 59,424.46 978,289.03 - (2,150,812.85) (2,150,812.85) Solid Waste Fund 3,529,102.80 3,447,422.81 38,340.21 - - (43,339.78) (43,339.78) Sporting Complexes Fund 1,193,750.22 397,250.76 225.00 - - (796,274.46) (796,274.46) Water Fund 7,256,553.43 6,545,914.32 1,863.81 493,738.98 - (215,036.32) (215,036.32) Total business-type activities 23,125,794.66 18,166,682.91 99,853.48 2,807,128.01 - (2,052,130.26) (2,052,130.26) Total primary government $ 63,198,215.43 $ 23,462,233.33 $ 1,135,098.50 $ 4,459,532.62 (32,089,220.72) (2,052,130.26) (34,141,350.98) 2,297,081.57 - 2,297,081.57 28,378,951.82 - 28,378,951.82 4,797,116.08 - 4,797,116.08 1,501,816.04 - 1,501,816.04 2,211,930.89 - 2,211,930.89 1,331,049.97 - 1,331,049.97 69,856.88 - 69,856.88 3,579,691.92 - 3,579,691.92 58,267.16 - 58,267.16 1,012,717.42 240,526.16 1,253,243.58 (24,351.08) 61,198.16 36,847.08 (9,587,357.21) 9,587,357.21 - 35,626,771.46 9,889,081.53 45,515,852.99 3,537,550.74 7,836,951.27 11,374,502.01 220,959,385.27 93,192,929.17 314,152,314.44 (380,723.44) 536,046.92 155,323.48 $ 224,116,212.57 $ 101,565,927.36 $ 325,682,139.93 City of Cape Girardeau Statement or Activities For the Year Ended June 30, 2016 Net (Expense) Revenue and Changes in Net Position Program Revenues Primary Government General revenues: Property taxes Sales taxes Franchise taxes Motor fuel taxes Convention and tourism taxes Merchant licenses Liquor licenses Other taxes Unrestricted grants and contributions Prior period adjustment Net position - ending See Accompanying Notes to Basic Financial Statements. 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 FUND FINANCIAL STATEMENTS General Fund Airport Fund Parks and Recreation Fund Casino Revenue Fund Transportation Sales Tax IV Parks/Stormwater Sales Tax-Cap General Capital Improvements Total Nonmajor Funds Total Governmental Funds ASSETS Current assets: Cash and cash equivalents $ 8,780.00 $ - $ - $ - $ - $ 162.10 $ - $ 57,946.22 $ 66,888.32 Pooled cash and investments 5,529,793.70 61,015.85 851,601.15 3,386,475.63 8,765,488.27 4,627,583.74 29,301,513.78 14,782,519.77 67,305,991.89 Receivables- Real estate taxes, net 105,670.96 - - - - - - 20,451.17 126,122.13 Property taxes, net 26,509.75 - - - - - - 4,965.65 31,475.40 Sales tax 956,966.54 - - - 2,168.35 358,679.82 - 1,300,983.04 2,618,797.75 Franchise taxes 1,713,675.33 - - - - - - - 1,713,675.33 Hotel & motel tax - - - - - - - 197,872.78 197,872.78 Special assessments 223,374.03 - - - - - - 81,987.14 305,361.17 Other 28,001.79 127,476.96 20,930.69 299,790.66 - 2,058.13 - 39,905.56 518,163.79 Motor fuel tax - - - - - - - 85,584.43 85,584.43 Vehicle license fees - - - - - - - 12,970.61 12,970.61 Motor vehicle sales tax - - - - - - - 25,671.68 25,671.68 Grants 186,591.14 105,542.51 508.63 - - 1,135.43 - 286,565.46 580,343.17 Other funds 221,713.92 - - - - - - - 221,713.92 Inventory 229.84 61,120.99 16,349.81 - - - - 6,607.85 84,308.49 Prepaid items 83,693.22 20,062.51 27,855.13 - - - - 143,476.53 275,087.39 Total Current assets 9,085,000.22 375,218.82 917,245.41 3,686,266.29 8,767,656.62 4,989,619.22 29,301,513.78 17,047,507.89 74,170,028.25 Noncurrent assets: Advances to other funds 81,765.01 - - 470,161.27 - - - - 551,926.28 Total Noncurrent assets 81,765.01 - - 470,161.27 - - - - 551,926.28 Total assets $ 9,166,765.23 $ 375,218.82 $ 917,245.41 $ 4,156,427.56 $ 8,767,656.62 $ 4,989,619.22 $ 29,301,513.78 $ 17,047,507.89 $ 74,721,954.53 City of Cape Girardeau Balance Sheet Governmental Funds June 30, 2016 See Accompanying Notes to Basic Financial Statements. General Fund Airport Fund Parks and Recreation Fund Casino Revenue Fund Transportation Sales Tax IV Parks/Stormwater Sales Tax-Cap General Capital Improvements Total Nonmajor Funds Total Governmental Funds LIABILITIES Current liabilities: Accounts payable $ 302,444.29 $ 85,012.61 $ 116,296.69 $ 22,502.77 $ 251,685.13 $ 24,121.89 $ 1,972,578.94 $ 290,623.07 $ 3,065,265.39 Salaries and benefits payable 663,612.43 27,455.67 130,842.20 - - - - 4,072.21 825,982.51 Other liabilities 120,286.95 48,652.80 11,857.28 91,308.00 - - - - 272,105.03 Due to other governments - - - - - - - 1,206.64 1,206.64 Payable to other funds - - - - - - - 221,713.92 221,713.92 Unearned revenues 15,000.00 1,897.28 121,502.13 - - - - - 138,399.41 Deferred revenues 350,962.79 25,000.00 - - - - - 106,253.14 482,215.93 Total Current liabilities 1,452,306.46 188,018.36 380,498.30 113,810.77 251,685.13 24,121.89 1,972,578.94 623,868.98 5,006,888.83 Noncurrent liabilities: Total Noncurrent liabilities - - - - - - - - - Total liabilities 1,452,306.46 188,018.36 380,498.30 113,810.77 251,685.13 24,121.89 1,972,578.94 623,868.98 5,006,888.83 FUND BALANCES (DEFICITS) Nonspendable 167,558.23 20,062.51 27,855.13 470,161.27 - - - 143,476.53 829,113.67 Restricted 4,611,194.53 - - - 8,515,971.49 4,965,497.33 - 14,730,119.58 32,822,782.93 Committed - - - 3,572,455.52 - - - - 3,572,455.52 Assigned 57,575.35 167,137.95 508,891.98 - - - 27,328,934.84 1,550,042.80 29,612,582.92 Unassigned 2,878,130.66 - - - - - - - 2,878,130.66 Total fund balances (deficits) 7,714,458.77 187,200.46 536,747.11 4,042,616.79 8,515,971.49 4,965,497.33 27,328,934.84 16,423,638.91 69,715,065.70 Total liabilities and fund balances (deficits) $ 9,166,765.23 $ 375,218.82 $ 917,245.41 $ 4,156,427.56 $ 8,767,656.62 $ 4,989,619.22 $ 29,301,513.78 $ 17,047,507.89 $ 74,721,954.53 City of Cape Girardeau Balance Sheet Governmental Funds June 30, 2016 See Accompanying Notes to Basic Financial Statements. $69,715,065.70 183,678,256.80 6,702,767.99 7,816,557.42 (237,663.13) (40,225,583.56) (2,511,390.00) (1,304,014.58) 482,215.93 $224,116,212.57 City of Cape Girardeau Reconciliation of Balance Sheet To the Statement of Net Position June 30, 2016 Fund balances of governmental funds Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activiites 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 which 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 it does not required 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 The Notes to Financial Statements are an Integral Part of This Statement. General Fund Airport Fund Parks and Recreation Fund Casino Revenue Fund Transportation Sales Tax IV Parks/Stormwater Sales Tax-Cap General Capital Improvements Total Nonmajor Funds Total Governmental Funds REVENUES Taxes $ 17,232,591.39 $ - $ - $ 3,224,682.46 $ 3,032,305.18 $ 3,898,815.23 $ - $ 13,828,950.35 $ 41,217,344.61 Licenses & permits 1,609,166.00 - - - - - - 4,506.00 1,613,672.00 Intergovernmental 610,556.93 284,384.77 732.44 19,440.54 - 2,145.32 - 2,575,749.60 3,493,009.60 Charges for services 237,337.05 475,353.22 1,582,910.10 - - - - 95,034.92 2,390,635.29 Internal charges 1,023,643.58 - - - - - - - 1,023,643.58 Fines and forfeits 687,997.00 - - - - - - - 687,997.00 Miscellaneous 328,174.89 298,547.52 21,481.80 1,408.41 - - - 113,304.43 762,917.05 Investment revenue 95,561.60 937.91 10,599.80 93,090.89 138,349.23 75,879.77 223,167.64 282,886.15 920,472.99 Special assessments 136,212.41 - - - - - - 11,852.83 148,065.24 Total revenues 21,961,240.85 1,059,223.42 1,615,724.14 3,338,622.30 3,170,654.41 3,976,840.32 223,167.64 16,912,284.28 52,257,757.36 EXPENDITURES Current: Administrative 2,591,612.76 - - 98,064.76 - - - - 2,689,677.52 Capital improvements - - - - - - - 9,044.47 9,044.47 Development services 2,346,079.65 1,482,494.37 - 15,640.12 252,662.74 - - 1,181,149.25 5,278,026.13 Parks and recreation 1,655,656.64 - 2,579,525.53 8,926.66 - 3,000.00 - 59,115.21 4,306,224.04 Public safety 13,404,649.83 - - 45,733.00 - - - 523,215.76 13,973,598.59 Public works 2,738,873.31 - - - - - - 54,494.37 2,793,367.68 Debt service: Administrative charges 291.50 - - - - 3,773.30 - - 4,064.80 Issuance cost 11,068.17 - - - - 60,557.56 307,689.89 - 379,315.62 Interest 25,102.88 - - 109,967.16 - 386,384.12 43.52 158,042.11 679,539.79 Principal 1,120,000.00 - - 350,032.84 - 8,315,000.00 - 485,700.00 10,270,732.84 Capital outlay: Administrative - - - 19,500.00 - - - - 19,500.00 Capital Improvements - - - 182,043.09 2,867,303.99 - 5,021,401.93 2,127,902.48 10,198,651.49 Development Services - 138,137.03 - 4,389.00 - - - - 142,526.03 Parks and recreation 5,887.20 - - - - 429,824.28 - 302,679.45 738,390.93 Public safety 12,495.27 - - 162,780.74 - - - 164,899.58 340,175.59 Public works 27,082.32 - - - - - - - 27,082.32 Total expenditures 23,938,799.53 1,620,631.40 2,579,525.53 997,077.37 3,119,966.73 9,198,539.26 5,329,135.34 5,066,242.68 51,849,917.84 Excess (deficiency) of revenues over expenditures (1,977,558.68) (561,407.98) (963,801.39) 2,341,544.93 50,687.68 (5,221,698.94) (5,105,967.70) 11,846,041.60 407,839.52 OTHER FINANCING SOURCES (USES) Transfers out (4,494,065.67) - - (3,529,850.57) - (466,391.23) - (15,408,067.29) (23,898,374.76) Transfers in 5,393,190.38 591,589.13 1,043,937.26 - - 30,000.00 4,091,273.37 3,453,803.06 14,603,793.20 Asset disposition 94,828.64 5,295.63 3,006.41 251,939.83 - 10,753.13 - 17,566.48 383,390.12 Bond proceeds 1,008,039.15 - - - - 6,282,903.15 28,312,387.50 - 35,603,329.80 Other loan proceeds - - - - - - - 700,000.00 700,000.00 Total other financing source (uses) 2,001,992.50 596,884.76 1,046,943.67 (3,277,910.74) - 5,857,265.05 32,403,660.87 (11,236,697.75) 27,392,138.36 Net change in fund balances 24,433.82 35,476.78 83,142.28 (936,365.81) 50,687.68 635,566.11 27,297,693.17 609,343.85 27,799,977.88 Fund balances - beginning 7,690,024.95 151,723.68 453,604.83 4,978,982.60 8,465,283.81 4,329,931.22 31,241.67 15,740,458.57 41,841,251.33 Prior period adjustment - - - - - - - 73,836.49 73,836.49 Fund balances - ending $ 7,714,458.77 $ 187,200.46 $ 536,747.11 $ 4,042,616.79 $ 8,515,971.49 $ 4,965,497.33 $ 27,328,934.84 $ 16,423,638.91 $ 69,715,065.70 The Notes to Financial Statements are an Integral Part of This Statement. City of Cape Girardeau Statement of Revenues, Expenditures and Changes in Fund Balances Governmental Funds For the Year Ended June 30, 2016 $27,799,977.88 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 the amount by which depreciation was more or (less) than capital outlays. 3,625,277.27 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.(1,586,756.14) 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.(111,054.00) 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..20,320.13 Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in governmental funds.151,183.86 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. (346,441.49) Accrued expenses which 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. (57,010.89) 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. (25,957,945.88) $3,537,550.74 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, 2016 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 The Notes to Financial Statements are an Integral Part of This Statement. Governmental Activities Sewer Fund Water Fund Solid Waste Fund Golf Course Fund Indoor Sports Complex Fund Sporting Complexes Fund Total Enterprise Funds Internal Service Funds ASSETS Current assets: Cash and cash equivalents $ - $ - $ - $ - $ - $ - $ - $ 13,512.74 Pooled cash and investments 3,426,052.31 6,635,020.73 1,388,944.61 128,845.23 - 181,099.84 11,759,962.72 5,528,924.41 Investments - - - - - - - 350,765.63 Utilities charges, net 1,031,798.61 936,373.91 699,812.25 - - - 2,667,984.77 - Special assessments 14,955.45 5,550.36 - - - - 20,505.81 - Other 5,074.81 46,481.30 219.65 179.60 - - 51,955.36 45,937.61 Notes receivable - - - - - - - 168,544.29 Interest 249.16 - - - - - 249.16 251.02 Grants 10,784.07 1,322.08 4,144.93 - - 37.50 16,288.58 1,572.87 Inventory - 1,001,884.59 - 5,669.38 - 21,270.21 1,028,824.18 177,961.09 Prepaid items 15,882.08 3,919.23 2,087.43 410.99 - 616.65 22,916.38 118,305.96 Total current assets 4,504,796.49 8,630,552.20 2,095,208.87 135,105.20 - 203,024.20 15,568,686.96 6,405,775.62 Noncurrent assets: Rest cash and cash equivalents 5,979,261.57 - - - - - 5,979,261.57 - Net pensions assets 123,604.76 12,520.68 72,033.74 21,380.58 - - 229,539.76 - Land 537,677.99 - 112,239.55 - 1,335,100.00 - 1,985,017.54 37,500.00 Buildings 8,078,346.00 346,636.63 4,902,949.84 163,674.80 - 1,006,876.94 14,498,484.21 53,906.45 Equipment 4,178,218.31 2,607,603.95 3,723,399.41 190,894.34 - 307,388.97 11,007,504.98 5,876,666.64 Other improvements 146,422,109.98 58,947,039.74 344,022.92 1,972,744.42 - 1,557,642.35 209,243,559.41 155,653.19 Construction in progress 4,153,144.84 3,345,575.91 - - - - 7,498,720.75 - Accumulated depreciation (45,566,537.91) (21,153,582.73) (3,735,960.42) (1,061,690.77) - (932,312.73) (72,450,084.56) (4,346,926.04) Total noncurrent assets 123,905,825.54 44,105,794.18 5,418,685.04 1,287,003.37 1,335,100.00 1,939,595.53 177,992,003.66 1,776,800.24 Total assets 128,410,622.03 52,736,346.38 7,513,893.91 1,422,108.57 1,335,100.00 2,142,619.73 193,560,690.62 8,182,575.86 DEFERRED OUTFLOWS OF RESOURCES Deferred outflows related to the pension plan 501,515.05 80,923.41 325,960.80 82,458.73 - 117,294.32 1,108,152.31 286,983.16 Total deferred outflows of resources 501,515.05 80,923.41 325,960.80 82,458.73 - 117,294.32 1,108,152.31 286,983.16 City of Cape Girardeau Statement of Net Position Proprietary Funds June 30, 2016 Business-type Activities The Notes to Financial Statements are an Integral Part of This Statement. Governmental Activities Sewer Fund Water Fund Solid Waste Fund Golf Course Fund Indoor Sports Complex Fund Sporting Complexes Fund Total Enterprise Funds Internal Service Funds LIABILITIES Current liabilities: Accounts payable 518,774.58 226,030.08 450,975.75 16,500.71 - 70,121.17 1,282,402.29 90,322.67 Salaries and benefits payable 61,177.65 9,298.71 34,406.48 22,934.04 - 57,351.90 185,168.78 29,014.25 Interest payable 689,912.90 206,915.63 - - - - 896,828.53 - Other liabilities 267,546.74 230,754.05 114,932.28 14,280.10 - - 627,513.17 - Estimated claims payable - - - - - - - 678,500.00 Due to other governments 21,413.20 45,444.59 - - - - 66,857.79 - Unearned revenues - - - 50,781.14 - 29,865.97 80,647.11 - Current portion of long-term debt Revenue bonds payable 5,354,375.80 570,000.00 5,924,375.80 - Special oblig bonds payable 320,000.00 320,000.00 - Total current liabilities 6,913,200.87 1,288,443.06 920,314.51 104,495.99 - 157,339.04 9,383,793.47 797,836.92 Noncurrent liabilities: Net OPEB obligation 20,678.00 40,249.00 72,055.00 77,865.00 - 12,728.00 223,575.00 114,507.00 Net pension liabilities - - - - - 61,301.22 61,301.22 76,773.43 Compensated absences payable 66,647.28 8,115.53 53,865.28 25,047.72 - 28,317.94 181,993.75 54,550.25 Advances from other funds - - 470,161.27 35,914.23 - 45,850.78 551,926.28 - Revenue bonds payable 69,090,099.75 11,028,703.49 - - - - 80,118,803.24 - Special oblig bonds payable - - 3,274,646.04 - - - 3,274,646.04 - Est landfill post closure cost - - 30,000.00 - - - 30,000.00 - Total noncurrent liabilities 69,177,425.03 11,077,068.02 3,900,727.59 138,826.95 - 148,197.94 84,442,245.53 245,830.68 Total liabilities 76,090,625.90 12,365,511.08 4,821,042.10 243,322.94 - 305,536.98 93,826,039.00 1,043,667.60 NET POSITION Invested in capital assets, net of related debt 43,358,483.66 32,499,436.48 1,285,218.13 1,265,622.79 1,335,100.00 1,939,595.53 81,683,456.59 1,776,800.24 Restricted for depreciation and replacement - 150,000.00 - - - - 150,000.00 - Restricted for emergencies 1,728,590.00 907,962.00 436,698.00 - - - 3,073,250.00 - Unrestricted 7,734,437.52 6,894,360.23 1,296,896.48 (4,378.43) - 14,781.54 15,936,097.34 5,649,091.18 Total net position $ 52,821,511.18 $ 40,451,758.71 $ 3,018,812.61 $ 1,261,244.36 $ 1,335,100.00 $ 1,954,377.07 100,842,803.93 $ 7,425,891.42 - - - - 723,123.43 - $ 101,565,927.36 Business-type Activities Difference between business-type adjustments to assets and liabilities. Net position of business-type activities. The Notes to Financial Statements are an Integral Part of This Statement. City of Cape Girardeau Statement of Net Position Proprietary Funds June 30, 2016 Governmental Activities Sewer Fund Water Fund Solid Waste Fund Golf Course Fund Indoor Sports Complex Fund Sporting Complexes Fund Total Enterprise Funds Internal Service Funds OPERATING REVENUES Residential charges $ 4,508,174.01 $ 3,765,899.97 $ 2,482,930.64 $ - $ - $ - $ 10,757,004.62 $ - Commerical charges 2,479,471.12 2,518,048.02 40,485.10 - - - 5,038,004.24 - Transfer station charges - - 814,950.62 - - - 814,950.62 - Other fees and charges 125,096.14 233,765.17 71,274.77 - - - 430,136.08 17,576.29 Concession revenues - - - 40,900.74 - 62,589.49 103,490.23 - Internal charges 20,719.09 - - - - - 20,719.09 6,899,576.84 Usage fees - - - 488,628.00 - 327,144.80 815,772.80 - Miscellaneous 2,748.89 28,201.16 37,781.68 778.39 - 7,516.47 77,026.59 1,043.64 Total operating revenues 7,136,209.25 6,545,914.32 3,447,422.81 530,307.13 - 397,250.76 18,057,104.27 6,918,196.77 OPERATING EXPENSES Personnel services 1,909,476.64 257,590.31 1,156,172.19 401,779.98 - 648,318.60 4,373,337.72 1,037,973.83 Materials & supplies 810,089.61 1,072,393.83 215,465.61 115,361.20 - 188,753.45 2,402,063.70 626,174.45 Contractual services 957,472.69 2,912,056.80 1,087,877.25 29,192.52 - 53,579.37 5,040,178.63 5,297,149.33 General operating expenses 541,851.22 396,550.48 69,673.27 2,449.98 - 2,417.30 1,012,942.25 57,845.09 Special programs 127,898.02 354,057.02 73,986.48 2,971.06 - 83,795.84 642,708.42 933.92 Internal service expenses 176,763.79 176,732.49 453,467.42 46,349.78 - 37,089.95 890,403.43 6,852.00 Depreciation 4,044,083.30 1,676,418.61 251,137.37 104,680.57 - 164,660.11 6,240,979.96 417,689.32 Total operating expenses 8,567,635.27 6,845,799.54 3,307,779.59 702,785.09 - 1,178,614.62 20,602,614.11 7,444,617.94 Operating income (loss) (1,431,426.02) (299,885.22) 139,643.22 (172,477.96) - (781,363.86) (2,545,509.84) (526,421.17) NONOPERATING REVENUES (EXPENSES) Intergovernmental 59,636.34 7,692.30 38,340.21 - - 225.00 105,893.85 4,708.81 Investment revenue 124,067.41 83,762.51 29,908.61 1,234.87 - 1,552.76 240,526.16 92,244.43 Gain from sale of asset 16,479.05 23,510.70 7,608.13 13,600.28 - - 61,198.16 19,952.96 Loss on sale of asset - - (10,266.82) - - - (10,266.82) - Interest and other charges (1,831,812.95) (394,358.68) (109,172.84) (3,082.88) - (3,093.90) (2,341,521.25) - Issuance costs - - (58,750.63) - - - (58,750.63) - Total nonoperating revenues (expenses) (1,631,630.15) (279,393.17) (102,333.34) 11,752.27 - (1,316.14) (2,002,920.53) 116,906.20 Income (loss) before contributions and transfers (3,063,056.17) (579,278.39) 37,309.88 (160,725.69) - (782,680.00) (4,548,430.37) (409,514.97) Contributed cap - connect fee 109,578.64 - - - - - 109,578.64 - Contributed cap - developers 978,077.15 487,910.49 - - - - 1,465,987.64 - Contributed cap - donations - - - - 1,335,100.00 - 1,335,100.00 - Contributed cap - government 41,367.86 3,617.79 - 131,166.41 - 67,055.22 243,207.28 - Transfers in 4,744,274.40 3,084,593.69 846,500.00 95,044.30 - 573,737.54 9,344,149.93 3,900.00 Transfers out - - - - - - - (53,468.37) Change in net position 2,810,241.88 2,996,843.58 883,809.88 65,485.02 1,335,100.00 (141,887.24) 7,949,593.12 (459,083.34) Total net position - beginning 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 Prior period adjustments 319,138.96 216,907.96 - - - - 536,046.92 - Total net position - ending $ 52,821,511.18 $ 40,451,758.71 $ 3,018,812.61 $ 1,261,244.36 $ 1,335,100.00 $ 1,954,377.07 $ 100,842,803.93 $ 7,425,891.42 (112,641.85) Change in net position of business-type activities 7,836,951.27$ Business-type Activities The notes to financial statements are an integral part of this statement. Adjustments to reflect the consolidation of internal service fund activities related to enterprise funds City of Cape Girardeau Statement of Revenues, Expenses, and Changes in Net Position Proprietary Funds For the Year Ended June 30, 2016 Government Total Activities Sporting Proprietary Internal Service Sewer Water Solid Waste Golf Course Complexes Funds Funds $ 7,032,090.49 $ 6,708,204.15 $ 3,422,505.59 $ 601,324.70 $ 518,073.38 $ 18,282,198.31 $ 95,469.31 20,719.09 - 40,485.10 - - 61,204.19 6,821,683.82 - - - - 7,259.67 7,259.67 (6,192.56) (1,980,964.90) (4,883,630.40) (1,303,134.50) (210,470.11) (410,162.76) (8,788,362.67) (5,661,693.28) (1,760,213.05) (237,330.83) (1,078,064.79) (365,442.08) (600,602.27) (4,041,653.02) (928,580.66) (192,100.03) (177,232.49) (453,431.31) (46,349.78) (37,089.95) (906,203.56) (6,852.00) (354,302.42) (324,287.96) - - - (678,590.38) - (19,198.33) (269,470.28) - - - (288,668.61) - - 2,746,030.85 816,252.19 628,360.09 (20,937.27) (522,521.93) 3,647,183.93 313,834.63 309,436.00 - - 95,044.30 566,737.54 971,217.84 - - - - - - - (41,342.77) Advance repayment to other funds - - (506,508.73) (34,183.68) (21,282.01) (561,974.42) - Advance from other funds - - 488,335.00 - - 488,335.00 - - - (14,650.05) (3,082.88) (3,093.90) (20,826.83) - 48,640.39 541.73 4,475.78 - 187.50 53,845.40 2,839.31 - - 29,719.50 - - 29,719.50 - 358,076.39 541.73 1,371.50 57,777.74 542,549.13 960,316.49 (38,503.46) - - - - - - - 110,778.03 384.04 - - - 111,162.07 - Federal grants 211.88 5,828.49 - - - 6,040.37 296.63 Principal received on promissory note - - - - - - 16,144.53 Interest received on promissory note - - - - - - 3,292.50 42,366.25 23,923.33 48,033.13 13,600.28 7,000.00 134,922.99 26,986.88 4,891,313.56 - 3,206,772.40 - - 8,098,085.96 - (359,888.54) (314,801.94) (238,693.75) - - (913,384.23) (412,306.83) (7,144,592.65) (2,620,846.25) (3,327,672.01) - - (13,093,110.91) - (4,511,843.65) (555,000.00) (175,000.00) - - (5,241,843.65) - (2,481,126.06) (408,281.26) (92,187.15) - - (2,981,594.47) - Issuance costs of capital debt - - (58,750.63) - - (58,750.63) - 6,612.80 3,084,593.69 846,500.00 - - 3,937,706.49 3,900.00 - - - - - - (12,125.60) 4,420,000.00 - - - - 4,420,000.00 - (5,026,168.38) (784,199.90) 209,001.99 13,600.28 7,000.00 (5,580,766.01) (373,811.89) 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 federal 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, 2016 Business-type Activities - Enterprise Funds Payments made in lieu of franchise taxes Transfers to other funds Interest paid to other funds Subsidy from local grant Net cash provided (used) by operating activities Net cash (used) by noncapital financing CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES See Accompanying Notes to Basic Financial Statements. Government Total Activities Sporting Proprietary Internal Service Sewer Water Solid Waste Golf Course Complexes Funds Funds 112,986.34 59,162.68 24,199.00 724.09 836.71 197,908.82 69,707.04 1,885,312.15 (91,756.70) (862,932.58) (51,164.84) (27,863.91) 851,594.12 27,436.03 1,998,298.49 (32,594.02) (838,733.58) (50,440.75) (27,027.20) 1,049,502.94 97,143.07 76,237.35 - - - - 76,237.35 (1,337.65) 5,903,024.22 - - - - 5,903,024.22 14,850.39 Prior period adjustment - - - - - - - $ 5,979,261.57 $ - $ - $ - $ - $ 5,979,261.57 $ 13,512.74 $ (1,431,426.02) $ (299,885.22) $ 139,643.22 $ (172,477.96) $ (781,363.86) $ (2,545,509.84) $ (526,421.17) Depreciation expense 4,044,083.30 1,676,418.61 251,137.37 104,680.57 164,660.11 6,240,979.96 417,689.32 4,942.88 (766,243.95) 80,468.61 (2,362.82) 26,646.75 (656,548.53) 318,558.55 (10,463.04) 10,256.22 4,628.26 3,705.21 16,767.18 24,893.83 - 15,514.03 39.85 (6,552.65) 13,209.41 17,269.22 39,479.86 31,942.15 Customer receivables (14,291.01) (65,053.72) 70,041.26 (1,088.00) (362.36) (10,753.83) - Interfund receivables - - - - - - (6,962.29) - - - - - - (273.91) Prepaid expenses 3,921.15 4,146.97 4,333.97 (96.32) 2,335.35 14,641.12 7,247.16 Pension asset/liability 133,749.56 20,219.63 84,660.05 23,128.49 30,447.11 292,204.84 77,451.02 Inventory - 236,353.80 - (531.13) (356.92) 235,465.75 (5,396.20) Unearned revenue - - - 10,895.28 1,435.49 12,330.77 $ 2,746,030.85 $ 816,252.19 $ 628,360.09 $ (20,937.27) $ (522,521.93) $ 3,647,183.93 $ 313,834.63 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, 2016 Proprietary Funds Business-type Activities - Enterprise Funds Net change in pooled investments City of Cape Girardeau CASH FLOWS FROM INVESTING ACTIVITIES Interest received Agency funds ASSETS Pooled cash and investments $ 1,447,374.89 Cash and cash equivalents 700.56 Investments 198,000.00 Prepaid items 16,256.08 Real estate taxes 105,386.53 Property taxes 26,705.23 Grants 48,378.33 Other 1.50 Total assets $ 1,842,803.12 LIABILITIES Deferred revenues $ 127,260.95 Accounts payable 22,438.80 Salaries and benefits payable 24,718.76 Other liabilities 1,668,384.61 Total liabilities $ 1,842,803.12 City of Cape Girardeau Statement of Fiduciary Net Position June 30, 2016 See Accompanying Notes to Basic Financial Statements. 37 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Cape Girardeau, Missouri (the City) operates under a charter, which went into effect April 12, 1982. The City operates under a Council-Manager form of government and provides the following services as authorized by its charter: public safety (police and fire), highways and streets, water, sanitation, health and social services, culture-recreation, public improvement, planning and zoning, and general administrative services. The financial statements of the City have been prepared in conformity with generally accepted accounting principles (GAAP), as applied to government units. The Governmental Accounting Standards Board (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 entered into a Lease Purchase Agreement with the City from which the lease payments were used solely to retire the debt. The debt was retired during the current year. 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. 38 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 2. Government-Wide and Fund Financial Statements 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. 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. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment 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 the City of Cape 39 NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – Continued 3. Measurement Focus, Basis of Accounting, and Financial Statement Presentation - Continued Girardeau, Missouri payment is due. Those revenues susceptible to accrual are property taxes, franchise taxes, special assessments, licenses, interest revenue, and charges for services. Sales taxes collected and held by the state at year-end on behalf of the City, also are recognized as revenue. Fines and permit revenues are not susceptible to accrual because, generally, they are not measurable until received in cash. With the current financial resources measurement focus, only current assets and current liabilities are generally included on the balance sheet. 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 parks/stormwater sales tax – capital fund accounts for the receipt and expenditure of a capital improvement sales tax that was approved by voters for parks and recreation capital project and equipment expenditures and stormwater capital project expenditures. The general capital improvements fund accounts for major capital improvement projects, funded through local revenue sources and/or bond proceeds, involving general public facilities. 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. 40 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – Continued 3. Measurement Focus, Basis of Accounting, and Financial Statement Presentation - Continued 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. 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. 41 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 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. 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 assigned 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. 42 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 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. 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, 2016 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. 43 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 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 are projected by discounting future expected cash flows at 6%. An allowance for bad debt has been established for the difference between the actual future expected cash flows due and the discounted value of these future cash flows. 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 equal to interfund loan receivables are reported as non-spendable on the governmental balance sheet 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. 44 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 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 ab out 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. 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 retired from the City prior to April 1, 2012 with five or more years of service and who were eligible for LAGERS retirement (Note G) or after April 1, 2012 after reaching their normal retirement ages through LAGERS with five or more years of service. Currently, fifty-two retirees and twenty-seven 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, 2016, those costs totaled $715,254.99. 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 four retiree spouses participating in the health and dental insurance programs as of June 30, 2016. 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, 2016, all infrastructures completed during the fiscal year, including projects started in a previous year, were recorded at their historical costs. 45 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 20. Subsequent Events In preparing these financial statements, the City has evaluated events and transactions for potential recognition or disclosure through February 13, 2017, the date the financial statements were available to be issued. 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, 2016, and reported at fair value, are as follows: Deposits: Demand Deposits $ 14,982.50 Interest Bearing Deposit Accounts 9,929,210.98 Total Deposits $ 9,944,193.48 Investments: Negotiable Instruments $72,535,588.76 Federal National Mortgage Assn 1,466,730.70 Federal Home Loan Mortgage Corp 1,986,901.55 Total Investments $75,989,221.01 Accrued Interest Revenue $ 108,839.42 Total Pooled Deposits and Investments $86,042,253.91 As of June 30, 2016, the City had the following pooled investments: Investments Maturities Fair Value Negotiable Instruments 07/06/16 – 06/07/21 $72,535,588.76 Federal National Mortgage Assoc. 05/15/17 – 11/27/18 1,466,730.70 Federal Home Loan Mort. Corp. 02/22/18 – 06/16/21 1,986,901.55 Total $75,989,221.01 46 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE B - DEPOSITS AND INVESTMENTS - continued Reconciliation of Pooled Cash and Investments to Statements: Governmental Pooled Cash and Investments $72,834,916.30 Business-type Pooled Cash and Investments 11,759,962.72 Fiduciary Pooled Cash and Investments 1,447,374.89 Total Pooled Cash and Investments $86,042,253.91 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, 2016, and reported at fair value, are as follows: Deposits: Demand Deposits $ 409,863.04 Interest Bearing Deposit Accounts 5,650,500.15 Total Deposits $ 6,060,363.19 Investments: Negotiable Instruments $ 198,000.00 U.S. Treasury Note 350,765.63 Total Investments $ 548,765.63 Total Non-Pooled Deposits and Investments $ 6,609,128.82 As of June 30, 2016, the City had the following non-pooled investments Negotiable Instruments 04/12/17– 04/12/17 $198,000.00 U. S. Treasury Note 11/30/16– 11/30/16 350,765.63 Total $548,765.63 Reconciliation of Non-Pooled Deposits and Investments to Statements: Governmental Cash and Cash Equivalents $ 80,401.06 Governmental Investments 350,765.63 Business-type Restricted Cash and Cash Equivalents 5,979,261.57 Fiduciary Cash and Cash Equivalents 198,700.56 Total Non-Pooled Deposits and Investments $6,609,128.82 Custodial Credit Risk: Deposits in financial institutions, reported as components of cash, cash equivalents, and investments, had a bank balance of $93,117,537.79 at June 30, 2016, 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. 47 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE B - DEPOSITS AND INVESTMENTS - continued 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, 2016 are provided above. Investment Credit Risk The City has an investment policy that limits its investment choices as follows: a. Direct obligations of the U.S. Government, its agencies and instrumentalities to which the full faith and credit of the U.S. Government is pledged, or obligations to the payment of which the full faith and credit of the State is pledged; b. Certificates of deposit or savings accounts that are either insured or secured with acceptable collateral with in-state financial institutions, and fully insured certificates of deposit or savings accounts in out-of-state financial institutions; 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, 2016, the City had no concentration of credit risk. 48 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE C - PROPERTY TAXES Property taxes attach as an enforceable lien on property as of January 1. Taxes were levied on August 13, 2015, 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 .6866/100.00 assessed valuation #2 (Ad Valorem) Property tax receivable balances as of June 30, 2016 are as follows: Special General Public Business Revenue Health District Total Current property tax $ 77,243.94 $ 14,468.88 $ 328.74 $ 92,041.56 Delinquent property tax 62,221.68 11,654.88 328.89 74,205.45 Reserve for doubtful Property taxes (7,284.91) (1,364.57) - (8,649.48) Net property tax receivable $132,180.71 $ 24,759.19 $ 657.63 $157,597.53 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, 2016 is as follows: Balance Current Year Balance July 1, 2015 Additions Deductions Depreciation* June 30, 2016** Land $10,117,070.83 $ 19,110.32 $ 423,442.04 $ - $ 9,712,739.11 Buildings 20,589,455.03 327,230.98 - 1,001,012.46 19,915,673.55 Land improvements 19,411,780.52 - - 894,853.43 18,516,927.09 Equipment 5,851,220.69 2,783,155.71 18,859.71 1,420,164.94 7,195,351.75 Infrastructure 119,667,592.25 6,583,650.15 - 4,730,708.23 121,520,534.17 Construction in progress 6,646,861.41 10,557,867.26 8,610,897.30 - 8,593,831.37 Total capital assets $182,283,980.73 $20,271,014.42 $ 9,053,199.05 $8,046,739.06 $ 185,455,057.04 * 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. 49 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE D - CHANGES IN CAPITAL ASSETS – Continued The 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, 2016: Balance Current Year Balance July 1, 2015 Additions Deductions Depreciation June 30, 2016 Land $ 649,917.54 $ 1,335,100.00 $ - $ - $ 1,985,017.54 Buildings 1,984,568.59 3,942,316.71 - 300,456.25 5,626,429.05 Improvements other than buildings 152,069,859.54 5,591,550.16 - 5,230,586.05 152,430,823.65 Equipment 3,906,471.15 1,246,630.91 200,953.06 709,937.66 4,242,211.34 Construction in progress 4,089,883.22 9,059,275.18 5,650,437.65 - 7,498,720.75 Total capital assets $162,700,700.04 $21,174,872.96 $ 5,851,390.71 $ 6,240,979.96 $ 171,783,202.33 Depreciation expense was charged to functions as follows in the statement of activities: Governmental Activities: Administrative $ 544,428.06 Development Services 65,202.18 Parks and Recreation 979,044.01 Public Safety 716,043.70 Public Works 5,700,824.80 Total $ 8,005,542.75 Business-Type Activities: Golf Course $ 104,680.57 Sewer 4,044,083.30 Sporting Complexes 164,660.11 Solid Waste 251,137.37 Water 1,676,418.61 Total $ 6,240,979.96 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, 2016: Governmental Activities Other Debt* Revenue Bonds Total Debt payable July 1, 2015 $ 13,461,337.68 $ 806,300.00 $14,267,637.68 Discount/Premium Amortization (74,651.08) - (74,651.08) Retired (10,225,032.84) (45,700.00) (10,270,732.84) Issued 36,303,329.80 - 36,303,329.80 Debt payable June 30, 2016 $ 39,464,983.56 $ 760,600.00 $ 40,225,583.56 *Other Debt includes Notes Payable, Special Obligation Bonds, Leasehold Revenue Bonds, and Certificates of Participation. 50 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 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, 2016: Business-Type Other Revenue Activities Debt*Bonds Total Debt payable July 1, 2015 560,538.00$ 86,860,158.40$ 87,420,696.40$ Discount/Premium Amortization 2,335.64 (16,131.50) (13,795.86) Accumulated Interest - 80,838.58 80,838.58 Retired (175,000.00) (5,773,000.00) (5,948,000.00) Issued 3,206,772.40 4,891,313.56 8,098,085.96 Debt payable June 30, 2016 3,594,646.04$ 86,043,179.04$ 89,637,825.08$ *Other Debt includes Special Obligation Bonds Bonds payable for governmental and business-type activities at June 30, 2016 are comprised of the following individual issues: 51 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS – Continued $259,535.25 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 2017 6.250% $259,535.25 $715,464.75 $975,000.00 $259,535.25 $715,464.75 $975,000.00 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, 2016 was $181,674.64. The reserve fund yields 5.83%. 52 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $ 2,830,000.00 Sewerage System Revenue Bonds (State Revolving Fund Program) Series 1996 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2017 5.900% $ 920,000.00 $150,450.00 $1,070,450.00 2018 5.900% 945,000.00 99,705.00 1,044,705.00 2019 5.900% 965,000.00 42,705.00 1,007,705.00 $2,830,000.00 $292,860.00 $3,122,860.00 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, 2016 was $1,981,000. 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, 201 6, City interest expense was reduced by $13,040.00 as a result of this transaction. Over the remaining life of these bonds, the City will receive net present value benefits of approximately $41,296.69 from this transaction. 53 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $ 6,010,000 Sewerage System Revenue Bonds (State Revolving Fund Program) Series 2000 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2017 5.625% $ 555,000.00 $312,036.88 $ 867,036.88 2018 5.300% 590,000.00 280,792.50 870,792.50 2019 5.400% 1,590,000.00 222,227.50 1,812,227.50 2020 5.450% 1,655,000.00 134,198.75 1,789,198.75 2021 5.500% 1,620,000.00 44,550.00 1,664,550.00 $6,010,000.00 $993,805.63 $7,003,805.63 These bonds are dated November 1, 2000. The proceeds of the bond issue were used to extend and improve the existing sewerage facilities serving the City. Principal payments are made annually on July 1, and interest payments are made semi-annually on July 1 and January 1. The interest due on the Series 2000, Sewer System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue’s trustee. As the City is reimbursed for sewer project expenditures from the construction funds held by the trustee, the State of Missouri Department of Natural Resources deposits an amount equal to approximately 70% of the reimbursement into the reserve fund. The maximum amount of funds that will be advanced to the reserve fund will be $5,848,500. As bonds are retired 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, 2016 was $4,207,000. The reserve fund yields 5.16%. 54 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued Special Obligation Bonds, Series 2005: 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 were 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. The remaining principle balance of $1,120,000 was repaid during the current year. Proceeds from the issuance of $985,000 in Special Obligation Bonds, Series 2015B and $135,000 in debt service reserves from the 2005 Special Obligation Bonds were used to repay the bonds. Leasehold Revenue Bonds, Series 2009: The bonds were obligations of the Cape Girardeau (Missouri) Public Facilities Authority (CGPFA). The CGPFA had entered into a Lease Purchase Agreement with the City. Principal and interest were paid by CGPFA from rental and other receipts from the City. Proceeds of the 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 remaining principle balance of $8,315,000 was repaid during the current year. Proceeds from the issuance of $6,155,000 in Special Obligation Bonds, Series 2016 were used to repay $6,165,000 of the Leasehold Revenue Bonds, Series 2009. 55 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $385,000 Special Obligation Bonds, Series 2010A due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 2017 3.000% $185,000.00 $12,300.00 $197,300.00 2018 3.375% 200,000.00 6,750.00 206,750.00 $385,000.00 $19,050.00 $404,050.00 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. 56 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $760,600.00 Waterworks Revenue Bonds, Series 2010 due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Admin Fee Due Total 2017 1.4900% $ 46,800.00 $11,159.36 $ 3,627.75 $ 61,587.11 2018 1.4900% 47,900.00 10,458.31 3,389.75 61,748.06 2019 1.4900% 48,900.00 9,740.98 3,146.50 61,787.48 2020 1.4900% 50,100.00 9,007.80 2,897.50 62,005.30 2021 1.4900% 51,100.00 8,257.59 2,643.25 62,000.84 2022 1.4900% 52,300.00 7,491.72 2,383.25 62,174.97 2023 1.4900% 53,500.00 6,707.99 2,117.25 62,325.24 2024 1.4900% 54,700.00 5,906.36 1,845.25 62,451.61 2025 1.4900% 55,900.00 5,086.87 1,567.25 62,554.12 2026 1.4900% 57,200.00 4,249.48 1,283.00 62,732.48 2027 1.4900% 58,500.00 3,391.99 992.00 62,883.99 2028 1.4900% 59,900.00 2,515.13 694.25 63,109.38 2029 1.4900% 61,200.00 1,618.14 390.00 63,208.14 2030 1.4900% 62,600.00 701.05 78.75 63,379.80 $760,600.00 $86,292.77 $27,055.75 $873,948.52 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. 57 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $11,665,000.00 Waterworks System Refunding Revenue Bonds Series 2012A due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2017 3.000% $ 570,000.00 $ 402,731.26 $ 972,731.26 2018 3.000% 585,000.00 385,631.26 970,631.26 2019 3.000% 605,000.00 368,081.26 973,081.26 2020 4.000% 620,000.00 349,931.26 969,931.26 2021 3.000% 645,000.00 325,131.26 970,131.26 2022 3.000% 665,000.00 305,781.26 970,781.26 2023 3.000% 685,000.00 285,831.26 970,831.26 2024 3.125% 705,000.00 265,281.26 970,281.26 2025 3.250% 725,000.00 243,250.00 968,250.00 2026 3.375% 750,000.00 219,687.50 969,687.50 2027 3.500% 775,000.00 194,375.00 969,375.00 2028 3.625% 805,000.00 167,250.00 972,250.00 2029 3.625% 835,000.00 138,068.76 973,068.76 2030 4.000% 865,000.00 107,800.00 972,800.00 2031 4.000% 895,000.00 73,200.00 968,200.00 2032 4.000% 935,000.00 37,400.00 972,400.00 $11,665,000.00 $3,869,431.34 $15,534,431.34 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. 58 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $29,744,000.00 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 2017 1.430% $1,288,000.00 $ 420,763.20 $ 294,240.00 $2,003,003.20 2018 1.430% 1,319,000.00 402,237.55 281,285.00 2,002,522.55 2019 1.430% 1,352,000.00 383,254.30 268,010.00 2,003,264.30 2020 1.430% 1,385,000.00 363,806.30 254,410.00 2,003,216.30 2021 1.430% 1,419,000.00 343,879.25 240,475.00 2,003,354.25 2022 1.430% 1,455,000.00 323,458.85 226,195.00 2,004,653.85 2023 1.430% 1,491,000.00 302,523.65 211,555.00 2,005,078.65 2024 1.430% 1,527,000.00 281,073.65 196,555.00 2,004,628.65 2025 1.430% 1,565,000.00 259,101.70 181,190.00 2,005,291.70 2026 1.430% 1,604,000.00 236,586.35 165,445.00 2,006,031.35 2027 1.430% 1,644,000.00 213,506.15 149,305.00 2,006,811.15 2028 1.430% 1,684,000.00 189,853.95 132,765.00 2,006,618.95 2029 1.430% 1,726,000.00 165,622.60 115,820.00 2,007,442.60 2030 1.430% 1,769,000.00 140,790.65 98,455.00 2,008,245.65 2031 1.430% 1,813,000.00 115,336.65 80,655.00 2,008,991.65 2032 1.430% 1,857,000.00 89,253.45 62,415.00 2,008,668.45 2033 1.430% 1,904,000.00 62,533.90 43,730.00 2,010,263.90 2034 1.430% 1,950,000.00 35,142.25 24,575.00 2,009,717.25 2035 1.430% 992,000.00 7,092.80 4,960.00 1,004,052.80 $29,744,000.00 $4,335,817.20 $ 3,032,040.00 $37,111,857.20 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 were 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, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $3,116,000.00 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 2017 1.390% $ 137,000.00 $ 42,839.80 $ 30,820.00 $ 210,659.80 2018 1.390% 140,000.00 40,921.60 29,440.00 210,361.60 2019 1.390% 143,000.00 38,968.65 28,035.00 210,003.65 2020 1.390% 147,000.00 36,967.05 26,595.00 210,562.05 2021 1.390% 150,000.00 34,909.85 25,115.00 210,024.85 2022 1.390% 153,000.00 32,817.90 23,610.00 209,427.90 2023 1.390% 157,000.00 30,677.30 22,070.00 209,747.30 2024 1.390% 161,000.00 28,481.10 20,490.00 209,971.10 2025 1.390% 165,000.00 26,229.30 18,870.00 210,099.30 2026 1.390% 169,000.00 23,921.90 17,210.00 210,131.90 2027 1.390% 173,000.00 21,558.90 15,510.00 210,068.90 2028 1.390% 177,000.00 19,140.30 13,770.00 209,910.30 2029 1.390% 181,000.00 16,666.10 11,990.00 209,656.10 2030 1.390% 185,000.00 14,136.30 10,170.00 209,306.30 2031 1.390% 189,000.00 11,550.90 8,310.00 208,860.90 2032 1.390% 193,000.00 8,909.90 6,410.00 208,319.90 2033 1.390% 197,000.00 6,213.30 4,470.00 207,683.30 2034 1.390% 202,000.00 3,461.10 2,490.00 207,951.10 2035 1.390% 97,000.00 674.15 485.00 98,159.15 $3,116,000.00 $439,045.40 $315,860.00 $ 3,870,905.40 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 were 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. 60 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $34,277,000.00 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 2017 1.390% $1,507,000.00 $ 448,023.93 $ 339,025.00 $ 2,294,048.93 2018 1.390% 1,541,000.00 450,179.30 323,870.00 2,315,049.30 2019 1.390% 1,577,000.00 428,634.30 308,370.00 2,314,004.30 2020 1.390% 1,613,000.00 406,588.90 292,510.00 2,312,098.90 2021 1.390% 1,651,000.00 384,036.15 276,285.00 2,311,321.15 2022 1.390% 1,689,000.00 360,955.20 259,680.00 2,309,635.20 2023 1.390% 1,728,000.00 337,346.05 242,695.00 2,308,041.05 2024 1.390% 1,768,000.00 313,187.85 225,315.00 2,306,502.85 2025 1.390% 1,808,000.00 288,473.65 207,535.00 2,304,008.65 2026 1.390% 1,850,000.00 263,196.50 189,350.00 2,302,546.50 2027 1.390% 1,893,000.00 237,335.55 170,745.00 2,301,080.55 2028 1.390% 1,935,000.00 210,876.90 151,710.00 2,297,586.90 2029 1.390% 1,981,000.00 183,820.55 132,245.00 2,297,065.55 2030 1.390% 2,026,000.00 156,131.75 112,325.00 2,294,456.75 2031 1.390% 2,072,000.00 127,810.50 91,950.00 2,291,760.50 2032 1.390% 2,120,000.00 98,842.90 71,110.00 2,289,952.90 2033 1.390% 2,169,000.00 69,208.10 49,790.00 2,287,998.10 2034 1.390% 2,219,000.00 38,885.25 27,975.00 2,285,860.25 2035 1.390% 1,130,000.00 7,853.50 5,650.00 1,143,503.50 $34,277,000.00 $ 4,811,386.83 $ 3,478,135.00 $42,566,521.83 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, 2016 $33,265,450.75 of this loan had been disbursed. The proceeds of the bond issue were and will be used to acquire, construct, extend and improve the existing sewerage system. Principal payments are made annually on July 1; while interest payments are made semi-annually on January 1 and July 1. 61 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $3,619,900.82 Business Park Land Purchase Loan due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 2017 3.26% $ 359,454.03 $100,545.97 $ 460,000.00 2018 3.26% 369,685.62 90,314.38 460,000.00 2019 3.26% 379,925.92 80,074.08 460,000.00 2020 3.26% 390,449.86 69,550.14 460,000.00 2021 3.26% 401,104.41 58,895.59 460,000.00 2022 3.26% 412,375.92 47,624.08 460,000.00 2023 3.26% 423,798.73 36,201.27 460,000.00 2024 3.26% 435,537.95 24,462.05 460,000.00 2025 3.26% 447,568.38 12,431.62 460,000.00 $3,619,900.82 $520,099.18 $4,140,000.00 On February 4, 2013, the City entered into an agreement with the Southeast Missouri State University Foundation for the purchase of approximately 247.43 acres located on the east side of Interstate 55 along LaSalle Street for the purpose of creating a business park. The total purchase price was $6,000,000 with $480,000 paid at the time of closing and twelve (12) annual payments of $460,000 commencing 12 months from the closing date of the sale. 62 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $9,185,000.00 Special Obligation Bonds, Series 2015A due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 2017 2.500% $ 545,000.00 $ 264,460.00 $ 809,460.00 2018 2.500% 550,000.00 250,835.00 800,835.00 2019 2.500% 565,000.00 237,085.00 802,085.00 2020 2.500% 600,000.00 222,960.00 822,960.00 2021 2.500% 625,000.00 207,960.00 832,960.00 2022 2.500% 655,000.00 192,335.00 847,335.00 2023 2.500% 670,000.00 175,960.00 845,960.00 2024 2.750% 695,000.00 159,210.00 854,210.00 2025 3.000% 720,000.00 140,097.50 860,097.50 2026 3.000% 330,000.00 118,497.50 448,497.50 2027 3.000% 340,000.00 108,597.50 448,597.50 2028 3.125% 355,000.00 98,397.50 453,397.50 2029 3.250% 365,000.00 87,303.76 452,303.76 2030 3.350 % 370,000.00 75,441.26 445,441.26 2031 3.375% 360,000.00 63,046.26 423,046.26 2032 3.500% 345,000.00 50,896.26 395,896.26 2033 3.500% 355,000.00 38,821.26 393,821.26 2034 3.500% 365,000.00 26,396.26 391,396.26 2035 3.625% 265,000.00 13,621.26 278,621.26 2036 3.650% 110,000.00 4,015.00 114,015.00 $9,185,000.00 $2,535,936.32 $11,720,936.32 Principal payments are made annually on June 1, and interest payments are made semi-annually on June 1 and December 1. In August 2015, the City of Cape Girardeau issued $9,625,000.00 of Special Obligation Bonds, Series 2015 with the interest rates varying from 2.500% to 3.625%. 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; construct a new transfer station; renovate and improve existing fire and police stations; renovate and expand a new police station; acquire vehicles for the fire department; and construct an indoor sports complex, (b) fund capitalized interest on the Bonds and, (c) 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. 63 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $985,000.00 Special Obligation Bonds, Series 2015B due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 2017 2.000% $ 0.00 $19,700.00 $ 19,700.00 2018 2.000% 985,000.00 19,700.00 1,004,700.00 $985,000.00 $39,400.00 $1,024,400.00 Principal payments are made annually on June 1, and interest payments are made semi-annually on June 1 and December 1. In August 2015, the City of Cape Girardeau issued $985,000.00 of Special Obligation Refunding Bonds, Series 2015B. The Bonds were issued with an interest rate of 2.0%. The proceeds were used to refund the outstanding Special Obligation Bonds, Series 2005. The Special Obligation Bonds, Series 2005 were issued with a face amount of $8,190,000.00 bear interest ranging from 3.0% to 5.0% and are due in varying amounts in annual installments due June 1 of each year from 2005 to 2025. These bonds were defeased during the fiscal year ended June 30, 2016 with the issuance of Special Obligation Refunding Bonds, Series 2015B and the use of debt service reserves on the 2005 bonds. The net debt service savings from re-financing is $220,903.42 and the present value of the net debt service savings is $182,528.12. 64 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $27,350,000.00 Special Obligation Bonds, Series 2016 due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 2017 2.000% $ 3,390,000.00 $ 691,296.14 $ 4,081,296.14 2018 2.000% 3,060,000.00 597,618.76 3,657,618.76 2019 2.000% 2,310,000.00 536,418.76 2,846,418.76 2020 2.000% 920,000.00 490,218.76 1,410,218.76 2021 2.000% 1,095,000.00 471,818.76 1,566,818.76 2022 2.000% 1,220,000.00 449,918.76 1,669,918.76 2023 2.000% 1,330,000.00 425,518.76 1,755,518.76 2024 2.000% 1,370,000.00 398,918.76 1,768,918.76 2025 2.000% 1,420,000.00 371,518.76 1,791,518.76 2026 2.000% 1,460,000.00 343,118.76 1,803,118.76 2027 2.125% 1,505,000.00 313,918.76 1,818,918.76 2028 3.000% 1,550,000.00 281,937.50 1,831,937.50 2029 4.000% 1,625,000.00 235,437.50 1,860,437.50 2030 4.000% 1,715,000.00 170,437.50 1,885,437.50 2031 3.000% 1,190,000.00 101,837.50 1,291,837.50 2032 3.000% 430,000.00 66,137.50 496,137.50 2033 3.000% 450,000.00 53,237.50 503,237.50 2034 3.000% 470,000.00 39,737.50 509,737.50 2035 3.000% 490,000.00 25,637.50 515,637.50 2036 3.125% 350,000.00 10,937.50 360,937.50 $27,350,000.00 $6,075,621.24 $33,425,621.24 Principal payments are made annually on June 1, and interest payments are made semi-annually on June 1 and December 1. In May 2016, the City of Cape Girardeau issued $27,350,000.00 of Special Obligation Bonds, Series 2016 with interest rates varying from 2.000% to 4.000%. 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) refund all of the Leasehold Revenue Bonds, Series 2009, (b) expanding, renovating, and equipping a building to serve as a new police headquarters; constructing an indoor sports complex; constructing, furnishing, and equipping a new fire station; and other capital improvement projects and, (c) 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. 65 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued $3,965,100.00 Note Payable – Direct Loan from Missouri Transportation Finance Corporation due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 2017 3.26% $ 432,962.64 $ 26,233.45 $ 459,196.09 2018 3.26% 344,048.41 115,147.68 459,196.09 2019 3.26% 355,264.39 103,931.70 459,196.09 2020 3.26% 366,846.01 92,350.08 459,196.09 2021 3.26% 378,584.94 80,611.15 459,196.09 2022 3.26% 391,147.06 68,049.03 459,196.09 2023 3.26% 403,898.45 55,297.64 459,196.09 2024 3.26% 417,065.54 42,130.55 459,196.09 2025 3.26% 430,583.70 28,612.39 459,196.09 2026 3.26% 444,698.86 14,497.18 459,196.04 $ 3,965,100.00 $ 626,860.85 $ 4,591,960.85 On November 2, 2015, the City entered into a direct loan agreement and promissory note with the Missouri Transportation Finance Corporation and the Missouri Highways and Transportation Commission. Disbursements of $700,000.00 and $3,265,100 are scheduled for December 1, 2015 and August 1, 2016, respectively, under the agreement and are to be used to replace a bridge on South Sprigg Street in the City of Cape Girardeau. Principal and interest will be paid by the City from the revenues derived from annual appropriations by the City Council. The City also granted to the Missouri Transportation Finance Corporation a security interest in the applicable federal and state grant revenues associated with this project. Annual principal and interest payments are required annually on September 1. 66 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE E - LONG-TERM OBLIGATIONS - Continued The annual requirements to amortize all debt outstanding as of June 30, 2016, including total interest payments of $25,361,071.51 and total administrative fees of $6,853,090.75 are as follows: Special Year Ending Obligation Revenue Promissory June 30, Bonds Bonds Note Total 2017 $5,107,756.14 $ 8,454,517.18 $ 919,196.09 $ 14,481,469.41 2018 5,669,903.76 7,475,810.27 919,196.09 14,064,910.12 2019 3,648,503.76 8,382,073.49 919,196.09 12,949,773.34 2020 2,233,178.76 7,347,012.56 919,196.09 10,499,387.41 2021 2,399,778.76 7,221,382.35 919,196.09 10,540,357.20 2022 2,517,253.76 5,556,673.18 919,196.09 8,993,123.03 2023 2,601,478.76 5,556,023.50 919,196.09 9,076,698.35 2024 2,623,128.76 5,553,835.47 919,196.09 9,096,160.32 2025 2,651,616.26 5,550,203.77 919,196.09 9,121,016.12 2026 2,251,616.26 5,551,129.73 459,196.04 8,261,942.03 2027 2,267,516.26 5,550,219.59 0.00 7,817,735.85 2028 2,285,335.00 5,549,475.53 0.00 7,834,810.53 2029 2,312,741.26 5,550,441.15 0.00 7,863,182.41 2030 2,330,878.76 5,548,188.50 0.00 7,879,067.26 2031 1,714,883.76 5,477,813.05 0.00 7,192,696.81 2032 892,033.76 5,479,341.25 0.00 6,371,375.01 2033 897,058.76 4,505,945.30 0.00 5,403,004.06 2034 901,133.76 4,503,528.60 0.00 5,404,662.36 2035 794,258.76 2,245,715.45 0.00 3,039,974.21 2036 474,952.50 0.00 0.00 474,952.50 $46,575,007.56 $111,059,329.92 $8,731,960.85 $166,366,298.33 The cash and investments available to service revenue bonds are $57,468.09 and $6,094,852.89 for the governmental and business-type activities, respectively. The cash and investments available to service the special obligation bonds are $89,204.53 and $11,982.20 in governmental activities and business-type activities, respectively. 67 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 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 $ 1,049,438.04 Total $ 1,049,438.04 Business-Type Activities: Golf Course $ 3,082.88 Sewer 1,831,812.95 Sporting Complexes 3,093.90 Solid Waste 109,172.84 Water 394,358.68 Total $ 2,341,521.25 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 $30,854,883.95. NOTE F - DEFICIT FUND BALANCES/RETAINED EARNINGS These following funds - Housing Development Grant, Storm Water System Improvements, and Park System Improvements – had their total liabilities exceed their total assets by $44,576.03, $16,364.36, and $54,253.23, 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. 68 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 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, 2016, the following employees were covered by the benefits terms: Retirees and Beneficiaries 243 Inactive, Non-retired Members 139 Active Members 358 Total 740 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 8.7% (General), 11.5% (Police) and 10.9% (Fire) of annual covered payroll during the current year. The annual required contribution (ARC) was determined as part of the February 28, 2015 annual actuarial valuation using the entry age actuarial cost method. 69 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE G - PENSION PLAN – Continued 5. Net Pension Asset The City’s net pension asset was measured as of June 30, 2016, and the total pension liability used to calculate the net pension asset was determined by an actuarial valuation as of February 29, 2016. 6. Actuarial Assumptions The total pension liability in the February 29, 2016 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 3.25% wage inflation, 2.50% price inflation Salary Increase 3.25% to 6.55% including wage inflation Investment Rate of Return 7.25% net of investment expenses The healthy retiree mortality tables, for post-retirement mortality, were the RP-2014 Healthy Annuitant mortality table for males and females. The disabled retiree mortality tables, for post-retirement mortality, were the RP-2014 disabled mortality table for males and females. The pre-retirement mortality tables used were the RP-2014 employees’ mortality table for males and females. Both the post-retirement and pre-retirement tables were adjusted for mortality improvement back to the observation period base year of 2006. The base year for males was the established to be 2017. Mortality rates for a particular calendar year are determined by applying the MP-2015 mortality improvement scale to the above described tables. The actuarial assumptions used in the February 29, 2016 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: Target Long-Term Expected Asset Class Allocation Real Rate of Return Equity 43.00% 5.29% Fixed Income 26.00% 2.23% Real Assets 21.00% 3.31% Strategic Assets 10.00% 5.73% 70 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE G - PENSION PLAN – Continued 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. 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 6/30/2015 $77,255,912 $68,916,386 $ 8,339,526 Changes for the year: Service Cost - 1,480,688 (1,480,688) Interest - 4,931,632 (4,931,632) Difference between expected and actual experience - 93 193,422 (193,422) Contributions – employer 1,533,180 - 1,533,180 Net investment income (169,035) - (169,035) Benefit payments, including refunds (3,300,254) (3,300,254) - Administrative expense (59,309) - (59,309) Other changes (229,464) 2,379,491 (2,608,955) Net changes (2,224,882) 5,684,979 (7,909,861) Balances at 6/30/2016 $ 75,031,030 $ 74,601,365 $ 429,665 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% $(10,242,499) $429,665 $9,201,450 71 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE G - PENSION PLAN – Continued 10. Pension Expense, Deferred Outflows of Resources and Deferred Inflows of Resources For the fiscal year ended June 30, 2016, the City recognized pension expense of $3,489,592. 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 $ 574,813 $ (654,561) $ (79,748) Difference in assumptions 1,981,640 - 1,981.640 Excess (deficit) in investment returns 6,971,601 - 6,971,601 Total $9,528,054 $ (654,561) $8,873,493 Amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as follows: Year ended: 2017 $ 2,316,332 2018 2,316,332 2019 2,316,330 2020 1,502,622 2021 299,382 Thereafter 122,495 Total $ 8,873,493 11. Payable to the Pension Plan At June 30, 2016, the City reported a payable of $117,956.92 for the outstanding amount of contributions to the pension plan required for the year ended June 30, 2016. 72 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 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 $2,849,472.00 and $839,912, respectively, in the governmental and business- type activities combined. The City, through its substantive commitment to provide other post -employment benefits (OPEB), maintains a single-employer defined benefit plan to provide certain postretirement healthcare benefits to all eligible former full-time employees until the retiree is eligible for Medicare (age 65). Such benefits are not available to members’ spouses or dependents; rather, only to eligible former employees as previously described. Specific details of the Plan include the provision of certain medical and dental coverage. These benefits are provided through the City’s self-insured programs. The City is under no statutory or contractual obligation to provide these postretirement healthcare benefits. Because the Plan consists solely of the City’s firm commitment to provide OPEB through the payment of premiums to its self-insured programs on behalf of its eligible retirees, no stand-alone financial report is either available or generated. 2. Funding Policy Premiums under the Plan for post-employment healthcare benefits are funded in accordance with rates established by the City for its governmental and business-type funds. Effective 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, 201 6, 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. 73 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE H - POSTRETIREMENT HEALTHCARE BENEFITS - Continued 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: 2015 2016 Annual required contribution $ 871,799 $ 839,912 Interest on net OPEB obligation 119,775 122,186 Adjustment to annual required contribution (163,404) (166,692) Annual OPEB cost $ 828,170 $ 795,406 Contributions made (774,600) (661,168) Increase in net OPEB obligation $ 53,570 $ 134,238 Net OPEB obligation, July 1 2,661,664 2,715,234 Net OPEB obligation, June 30 $2,715,234 $2,849,472 The City’s annual OPEB cost, the percentage of annual OPEB cost contributed to the Plan, and the net OPEB obligation for 2014 - 2016 were as follows: Percentage of Net OPEB Fiscal Year Annual Annual OPEB Obligation - Ended OPEB Cost Cost Contributed End of Year 6/30/16 $ 795,406 83.1% $2,849,472 6/30/15 828,170 93.5% 2,715,234 6/30/14 877,464 81.7% 2,661,664 74 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE H - POSTRETIREMENT HEALTHCARE BENEFITS - Continued 4. Funding Status and Funding Progress As of July 1, 2015, the most recent actuarial valuation date, the Plan was not funded. The actuarial accrued liability for benefits equaled $8,885,545, resulting in an unfunded actuarial accrued liability (UAAL) of $8,885,545. The covered payroll (annual payroll of active employees covered by the Plan) equaled $16,052,741, and the ratio of the UAAL to the covered payroll equaled 55.2%. 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 proje ction 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, 2015, 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 5.0% 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 $681,936.76, excluding $1,667.83 of interfund interest, was incurred by governmental funds during the year ended June 30, 2016. Interest and handling charges, totaling $2,320,694.42 excluding $20,826.83 of interfund interest, was incurred by proprietary funds during the year ended June 30, 2016. No interest cost was capitalized as part of the cost of assets constructed during the period. 75 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 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, 2016: Fund Transfer From Transfer To General Fund $ 4,494,065.67 $ 5,393,190.38 Airport Fund - 591,589.13 Park and Recreation Fund - 1,043,937.26 Public Safety Trust Fund - 23,465.10 Convention and Tourism Fund 1,600,099.37 - Public Safety Trust Fund 567.44 - A.C. Brase Foundation 37,000.00 ¤ - Public Safety Trust Fund II 1,257,493.69 2,514,981.44 Casino Revenue Fund 3,529,850.57 - Riverfront Region Economic Dev Fund - 192,176.57 Housing Development Fund - 29,139.50 Motor Fuel Tax Fund 1,295,849.46 - Transportation Sales Trust I 3,374.55 3,374.55 Cap Imp Sales Tax - Water System Improve 3,089,568.11 - Cap Imp Sales Tax - Sewer System Improve 4,420,000.00 ¤ - Park/Storm Water Sales Tax-Capital 466,391.23 30,000.00 Fire Sales Tax 2,516,116.33 - Parks/Storm Water Sales Tax 1,152,549.05 - General Capital Improvements - 4,091,273.37 Park Capital Improvements - 35,449.29 CDBG Project Fund - 4,975.34 Storm Water Systems Improvements - 108,965.57 Park System Improvements 35,449.29 541,275.70 Sewer Fund - 4,744,274.40 Water Fund - 3,084,593.69 Solid Waste Fund - 846,500.00 Golf Course Fund - 95,044.30 Sporting Complexes Fund - 573,737.54 Fleet Management Fund 20,080.91 - Employee Benefits Fund 25,161.86 - Equipment Replacement Fund 8,225.60 3,900.00 $ 23,951,843.13 $ 23,951,843.13 76 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE J - INTERFUND ACTIVITY - Continued B. The following is a summary of interfund balances as of June 30, 2016: Advance to/from other funds: Advances from Advances to General Fund $ 81,765.01 $ - Casino Revenue Fund 470,161.27 Solid Waste Fund - 470,161.27 Golf Course Fund - 35,914.23 Softball Complex Fund - 45,850.78 $ 551,926.28 $ 551,926.28 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 six enterprise funds which provide sewer, water, solid waste, golf, indoor sports complex, and sporting complex services. Segment information for the year ended June 30, 2016 was as follows: Indoor Sports Sporting Sewer Water Solid Waste Golf Course Complex Complexes Total Fund Fund Fund Fund Fund Fund Enterprise Operating revenues $ 7,136,209.25 $ 6,545,914.32 $3,447,422.81 $ 530,307.13 $ - $ 397,250.76 $ 18,057,104.27 Depreciation 4,044,083.30 1,676,418.61 251,137.37 104,680.57 - 164,660.11 6,240,979.96 Operating Income (Loss) (1,367,790.40) (295,873.59) 139,679.33 (172,477.96) - (781,363.86) (2,477,826.48) Operating transfers in 4,744,274.40 3,084,593.69 846,500.00 95,044.30 - 573,737.54 9,344,149.93 Net Income (Loss) 2,866,334.30 3,034,238.53 883,809.88 65,485.02 1,335,100.00 (141,887.24) 8,043,080.49 Current Capital Contributions 1,185,116.07 528,923.23 - 131,166.41 1,335,100.00 67,055.22 3,247,360.93 Property, Plant and Equipment Additions 5,030,556.35 3,653,179.20 3,809,584.67 131,166.41 1,335,100.00 67,055.22 14,026,641.85 Deletions 172,603.00 143,804.57 379,671.25 - - - 696,078.82 Net Working Capital (2,408,402.38) 7,342,109.14 1,174,894.36 30,609.21 - 45,685.16 6,184,895.49 Total Assets 128,410,622.03 52,736,346.38 7,513,893.91 1,422,108.57 1,335,100.00 2,081,318.51 193,499,389.40 Current Liabilities 6,913,198.87 1,288,443.06 920,314.51 104,495.99 - 157,339.04 9,383,791.47 Long-Term Liabilities 69,177,427.03 11,077,068.02 3,900,727.59 138,826.95 - 86,896.72 84,380,946.31 Amounts payable to other funds - - 470,161.27 35,914.23 - 45,850.78 551,926.28 Total Liabilities 76,090,625.90 12,365,511.08 4,821,042.10 243,322.94 - 244,235.76 93,764,737.78 Total Net Position $ 52,821,511.18 $ 40,451,758.71 $3,018,812.61 $1,261,244.36 $1,335,100.00 $1,954,377.07 $100,842,803.93 77 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 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 $275,087.39 and long-term advance receivables of $551,926.28 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 $4,869,323.00 are restricted by the City Charter to use during officially declared emergencies. Special revenue fund balances totaling $27,867,578.26 are restricted by their enabling legislation. $(8,022.86) in capital project fund balances are restricted as the result of special revenue transfers and unspent bond proceeds. The remaining $93,904.53 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. 78 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 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, and 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. Parks/Storm General Parks and Transportation Water Sales Capital General Recreation Casino Revenue Sales Tax Trust Tax-Capital Improvements Fund Airport Fund Fund Fund Fund IV Fund Fund Other Funds Total Fund balance Nonspendable: Prepaid expenses 83,693.22$ 20,062.51$ 27,855.13$ -$ -$ -$ -$ 143,476.53$ 275,087.39$ Long-term advance 81,765.01 - - 470,161.27 - - - - 551,926.28 Mausoleum 2,100.00 - - - - - - - 2,100.00 Restricted for: Mausoleum 93,904.53 - - - - - - - 93,904.53 Emergencies 4,517,290.00 - - - - - - 352,033.00 4,869,323.00 Convention and tourism - - - - - - - 76,539.77 76,539.77 Community development - - - - - - - 59,938.81 59,938.81 Public safety - - - - - - - 539,038.66 539,038.66 Street projects - - - - 8,515,971.49 4,965,497.33 - 6,207,176.65 19,688,645.47 Water system projects - - - - - - - 4,348,889.65 4,348,889.65 Sewer system projects - - - - - - - 2,006,130.08 2,006,130.08 Parks and recreation - - - - - - - 419,396.90 419,396.90 Other capital projects - - - - - - - 720,976.06 720,976.06 Committed: Other capital projects - - - 3,572,455.52 - - - - 3,572,455.52 Assigned to: Airport - 155,265.90 - - - - - - 155,265.90 Parks and recreation - - 13,411.07 - - - - 469,136.11 484,547.18 Operations and mtce - - 489,504.30 - - - - - 489,504.30 Encumbrances 57,575.35 11,872.05 5,976.61 - - - - - 72,424.01 Public safety - - - - - - - 781,660.94 781,660.94 Other capital projects - - - - - - 27,328,934.84 - 27,328,934.84 Street projects - - - - - - - 299,245.75 299,245.75 Unassigned:2,878,130.66 - - - - - - - 2,878,130.66 7,714,458.77 187,200.46$ 536,747.11$ 4,042,616.79$ 8,515,971.49$ 4,965,497.33$ 27,328,934.84$ 16,423,638.91$ 69,714,065.70$ 79 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE M - PROPRIETARY FUNDS RESTRICTED NET ASSETS AND RESTRICTED CASH EQUIVALENTS AND INVESTMENT At June 30, 2016, net position restricted for depreciation and replacement was $150,000 for the City’s Water Fund and net assets restricted for emergencies were $1,728,590.00, $907,962.00, and $436,698.00 for the City’s Sewer, Water and Solid Waste Funds, respectively. At June 30, 2016, the City’s Sewer Fund had restricted cash equivalents in sinking reserve funds for Revenue Bonds in the amount of $5,979,261.57. 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 $30,000 as of June 30, 2016, 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, 2016. 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. 80 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 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 thirteen 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 fifteen years and has used them to offset the cost of the succeeding year’s premiums. Vehicle loss and accident liability is carried by Savers Property and Casualty Insurance. It is rated “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 $3,450,000 and $3,550,000 annually beginning January 1, 2015 and 2016, 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 87.0% and 87.0% of the aggregate stop loss amount for fiscal years ending June 30, 2015 and 2016 respectively. 81 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE O - RISK MANAGEMENT – Continued Corporate Claims Management, Inc. administers the City’s workers’ compensation plan. Under this plan, the City pays the administrator a per claim fee to administer its claims. All claims are paid directly by the City. The City has purchased insurance coverage from Safety National Casualty Corp. that limits the City’s maximum individual claims liability to $550,000 for USL & 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. 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, 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 Provision 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 Provisions for Incurred Claims 3,208,003 880,535 4,088,538 Payment of Claims (3,062,503) (728,535) (3,791,038) Balance June 30, 2016 $ 306,500 $ 372,000 $ 678,500 82 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 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, 2016, utility receivables totaled $2,916,070.16. On the financial statements, the utility receivables are shown net of the allowance for doubtful accounts of $248,085.39. This results in net utility receivable of $2,667,984.77. During the year ended June 30, 2016, the allowance was increased by $189,328.54 or approximately 1.14% of the current year’s utility charges and accounts totaling $169,097.41 were written off. NOTE Q - COMMITMENTS AND CONTINGENCIES 1. Litigation Various claims and lawsuits are pending against the City. In the opinion of City management, the potential loss on all claims and lawsuits will not be significant to the City’s financial statements. 2. Grant Audit The City receives Federal and State Grants for specific purposes that are subject to review and audit by various Federal and State agencies. Such audits could result in a request for reimbursement by any of the Federal and State agencies for expenditures disallowed under the terms and conditions of the appropriate agency. In the opinion of City management, such disallowances, if any, will not be significant. 3. Construction Commitments As of June 30, 2016, the City had construction commitments outstanding of $17,773,687.01. The construction commitments represent incomplete portions of contracts entered into to construct the following: replacement of Fire Station #4 and Waste Water Treatment Plant, new Indoor Sports Complex, new LaSalle Water Tank, new LaSalle Booster Pump and Transmission Main, Mississippi River Trail Project, and various street, sanitary sewer, storm sewer, and water system projects. These contracts are expected to be completed within the next fiscal year. 4. Encumbrances As of June 30, 2016, the City had encumbrances outstanding of $21,931,910.98. 83 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE R – PRIOR PERIOD ADJUSTMENTS The net position of the governmental activities has been decreased by $380,723.44 while the business- type activities have been increased by $536,046.92 as of June 30, 2016, from transactions that occurred in previous years. The most significant adjustment was $536,046.92 in construction in process costs reclassified from governmental activities to business-type activities for sewer and water improvements that were constructed at the City’s business park. Also, the net position of governmental activities was increased by $73,836.49 for the amount paid to the Chamber for the operation of the CVB that should have been set up as a prepaid expense in a prior year; increased $93,487.37 for CIP costs expensed in a prior year in error; and decreased by $12,000.00 for out of district fire protection fees recognized in the prior year in error. 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 fifteen years from available revenues. Available revenues are defined in the development agreement as 75% of the City’s quarterly net revenues from specific sales taxes generated by the business operations of the new retail facility which exceed $64,000. The rates of the specified sales taxes currently equal 2%. Sales taxes with rates currently equal to .75% 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, 2016, no payment was due under the development agreement. In June 2004, the City of Cape Girardeau and Cape Girardeau County entered into a development agreement with a local real estate developer. Under the agreement, the local developer agreed to pay for certain public improvements incurred in conjunction with the development of a 60-acre retail development and the City and County agreed to reimburse the local business for the $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. 84 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE S - CONTINGENCY – Continued 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 $2,024,360 cost of these improvements from available net sales tax revenue generated from an Academy Sports retail store. Academy Sports began operation in May 2013. 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, 2016 the City incurred payments of $319,494.20 under the development agreement. This amount is included in the Development Services expenses on the statement of activities. 3. In July 2007, the City entered into a development agreement with Greater Missouri Builders, Inc. (GMB) to reimburse them for costs associated with the Town Plaza Redevelopment Project. In conjunction with this agreement the City established the Town Plaza Community Improvement District (CID) and determined the project area to be blighted pursuant to Chapter 353 of the Missouri Revised Statutes. This project t involved the conversion of the former Sears facility into a call center for National 85 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE S - CONTINGENCY – Continued Asset Recover Services (NARS) and other various improvements, such as facade improvements, parking facilities, roof reconstruction, and HVAC enhancements. Total reimbursements to GMB for redevelopment costs were limited to $3.6 million plus 7.5% interest. These reimbursements will be made from incremental County and City sales tax revenues, an additional CID sales tax , and real estate tax abatements. Reimbursements from incremental County and City sales tax revenue will be limited to $1.2 of the $3.6 million total. Incremental County and City sales tax revenue 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, 2016, no payment was due under the development agreement. 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. 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 with the exception of one of the capital improvement sales tax have expiration dates that could occur before the total costs of the improvements are reimbursed to the developer. No provision is made to replace. 86 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2016 NOTE S - CONTINGENCY – Continued 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, 2016 the City incurred $185,831.32 under the development agreement. REQUIRED SUPPLEMENTAL INFORMATION Variance with Original Final Actual Final Budget REVENUES Taxes $ 17,430,337.00 $ 17,430,337.00 $ 17,232,591.39 $ (197,745.61) Licenses & permits 1,628,298.00 1,628,298.00 1,609,166.00 (19,132.00) Intergovernmental 504,958.00 533,773.00 691,710.65 157,937.65 Charges for services 237,305.00 237,305.00 237,337.05 32.05 Internal charges 992,084.00 992,084.00 1,121,411.21 129,327.21 Fines and forfeits 777,875.00 777,875.00 687,997.00 (89,878.00) Miscellaneous 350,767.00 350,767.00 318,945.15 (31,821.85) Investment revenue 69,377.00 69,377.00 74,812.35 5,435.35 Total revenues 21,991,001.00 22,019,816.00 21,973,970.80 (45,845.20) EXPENDITURES Current: Administrative services 2,795,175.00 2,865,723.55 2,589,983.08 275,740.47 Development services 2,400,564.00 2,555,564.00 2,407,069.54 148,494.46 Parks and recreation 1,718,715.00 1,725,699.45 1,674,373.69 51,325.76 Public safety 13,380,107.00 13,505,739.00 13,390,019.42 115,719.58 Public works 2,855,519.00 2,878,388.00 2,708,502.33 169,885.67 Total current 23,150,080.00 23,531,114.00 22,769,948.06 761,165.94 Debt service: Administrative charges 500.00 500.00 291.50 208.50 Issuance cost - 11,069.00 11,068.17 0.83 Principal 80,000.00 1,120,000.00 1,120,000.00 - Interest 47,487.00 25,357.00 25,102.88 254.12 Total debt service 127,987.00 1,156,926.00 1,156,462.55 463.45 Capital outlay: Public safety - 19,938.00 4,454.92 15,483.08 Public works - - 19,110.32 (19,110.32) Parks and recreation - 26,687.00 25,407.20 1,279.80 Total capital outlay - 46,625.00 48,972.44 (2,347.44) Total expenditures 23,278,067.00 24,734,665.00 23,975,383.05 759,281.95 Excess (deficiency) of revenues over expenditures (1,287,066.00) (2,714,849.00) (2,001,412.25) 713,436.75 OTHER FINANCING SOURCES (USES) Compensation for damages - - 9,229.74 9,229.74 Special assessments 11,500.00 11,500.00 33,771.98 22,271.98 Bond proceeds - - 1,008,039.15 1,008,039.15 Advance repayments 55,466.00 55,466.00 55,465.69 (0.31) Asset disposition - - 94,828.64 94,828.64 Transfers in 5,467,610.00 5,521,610.00 5,393,190.38 (128,419.62) Transfers out (4,371,889.00) (4,549,900.00) (4,494,065.67) 55,834.33 Total other financing source (uses) 1,162,687.00 1,038,676.00 2,100,459.91 1,061,783.91 Net change in fund balances (124,379.00) (1,676,173.00) 99,047.66 1,775,220.66 Fund balances - beginning 7,451,990.16 7,451,990.16 7,451,990.16 - Fund balances - ending $ 7,327,611.16 $ 5,775,817.16 $ 7,551,037.82 $ 1,775,220.66 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, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ 167,000.00 $ 232,435.00 $ 277,116.80 $ 44,681.80 Charges for services 336,895.00 336,895.00 475,353.22 138,458.22 Miscellaneous 279,289.00 279,289.00 298,547.52 19,258.52 Investment revenue 450.00 450.00 714.30 264.30 Total revenues 783,634.00 849,069.00 1,051,731.84 202,662.84 EXPENDITURES Current: Development services 1,376,878.00 1,561,656.00 1,475,281.95 86,374.05 Total current 1,376,878.00 1,561,656.00 1,475,281.95 86,374.05 Capital outlay: Development Services 50,000.00 123,884.00 128,870.47 (4,986.47) Total capital outlay 50,000.00 123,884.00 128,870.47 (4,986.47) Total expenditures 1,426,878.00 1,685,540.00 1,604,152.42 81,387.58 Excess (deficiency) of revenues over expenditures (643,244.00) (836,471.00) (552,420.58) 284,050.42 OTHER FINANCING SOURCES (USES) Asset disposition - - 5,295.63 5,295.63 Transfers in 643,244.00 652,062.00 591,589.13 (60,472.87) Total other financing source (uses) 643,244.00 652,062.00 596,884.76 (55,177.24) Net change in fund balances - (184,409.00) 44,464.18 228,873.18 Fund balances - beginning 130,598.33 130,598.33 130,598.33 - Fund balances - ending $ 130,598.33 $ (53,810.67) $ 175,062.51 $ 228,873.18 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, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ 500.00 $ 732.44 $ 232.44 Charges for services 1,347,465.00 1,347,465.00 1,582,910.10 235,445.10 Miscellaneous 19,880.00 19,880.00 21,481.80 1,601.80 Investment revenue 5,000.00 5,000.00 7,359.52 2,359.52 Total revenues 1,372,345.00 1,372,845.00 1,612,483.86 239,638.86 EXPENDITURES Current: Parks and Recreation 2,578,061.00 2,649,844.00 2,583,298.15 66,545.85 Total current 2,578,061.00 2,649,844.00 2,583,298.15 66,545.85 Capital outlay: Parks and recreation - 7,400.00 - 7,400.00 Total capital outlay - 7,400.00 - 7,400.00 Total expenditures 2,578,061.00 2,657,244.00 2,583,298.15 73,945.85 Excess (deficiency) of revenues over expenditures (1,205,716.00) (1,284,399.00) (970,814.29) 313,584.71 OTHER FINANCING SOURCES (USES) Asset disposition - - 3,006.41 3,006.41 Transfers in 1,205,716.00 1,210,714.00 1,043,937.26 (166,776.74) Total other financing source (uses) 1,205,716.00 1,210,714.00 1,046,943.67 (163,770.33) SPECIAL ITEMS Total special items - - - - Net change in fund balances - (73,685.00) 76,129.38 149,814.38 Fund balances - beginning 450,929.92 450,929.92 450,929.92 - Fund balances - ending $ 450,929.92 $ 377,244.92 $ 527,059.30 $ 149,814.38 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, 2016 Variance with Original Final Actual Final Budget REVENUES Taxes $ 3,200,000.00 $ 3,200,000.00 $ 3,224,682.46 $ 24,682.46 Intergovernmental - - 19,440.54 19,440.54 Investment revenue 25,000.00 25,000.00 81,160.76 56,160.76 Total revenues 3,225,000.00 3,225,000.00 3,325,283.76 100,283.76 EXPENDITURES Current: Administrative services 96,000.00 96,000.00 93,704.88 2,295.12 Development services - 215,000.00 22,400.00 192,600.00 Public Safety - 12,519.00 18,561.12 (6,042.12) Total current 96,000.00 323,519.00 134,666.00 188,853.00 Debt service: Principal 350,033.00 350,033.00 350,032.84 0.16 Interest 109,967.00 109,967.00 109,967.16 (0.16) Total debt service 460,000.00 460,000.00 460,000.00 (0.00) Capital outlay: Administrative services - 43,000.00 43,000.00 - Public safety - 1,490,787.00 21,320.44 1,469,466.56 Parks and recreation - 32,786.00 5,743.25 27,042.75 Capital improvements 4,837,638.00 244,268.00 86,067.87 158,200.13 Total capital outlay 4,837,638.00 1,810,841.00 156,131.56 1,654,709.44 Total expenditures 5,393,638.00 2,594,360.00 750,797.56 1,843,562.44 Excess (deficiency) of revenues over expenditures (2,168,638.00) 630,640.00 2,574,486.20 1,943,846.20 OTHER FINANCING SOURCES (USES) Advance repayments - - 18,173.73 18,173.73 Asset disposition - - 251,939.83 251,939.83 Transfers out (185,000.00) (3,576,174.00) (3,529,850.57) 46,323.43 Total other financing source (uses) (185,000.00) (3,576,174.00) (3,259,737.01) 316,436.99 Net change in fund balances (2,353,638.00) (2,945,534.00) (685,250.81) 2,260,283.19 Fund balances - beginning 4,181,087.23 4,181,087.23 4,181,087.23 - Fund balances - ending $ 1,827,449.23 $ 1,235,553.23 $ 3,495,836.42 $ 2,260,283.19 Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Taxes $ 3,100,000.00 $ 3,100,000.00 $ 3,032,305.18 $ (67,694.82) Investment revenue 25,000.00 25,000.00 105,770.14 80,770.14 Total revenues 3,125,000.00 3,125,000.00 3,138,075.32 13,075.32 EXPENDITURES Current: Development services 235,000.00 235,000.00 252,662.74 (17,662.74) Total current 235,000.00 235,000.00 252,662.74 (17,662.74) Capital outlay: Capital Improvements 5,177,500.00 9,054,984.00 2,613,105.22 6,441,878.78 Total capital outlay 5,177,500.00 9,054,984.00 2,613,105.22 6,441,878.78 Total expenditures 5,412,500.00 9,289,984.00 2,865,767.96 6,424,216.04 Excess (deficiency) of revenues over expenditures (2,287,500.00) (6,164,984.00) 272,307.36 6,437,291.36 OTHER FINANCING SOURCES (USES) Total other financing source (uses) - - - - Net change in fund balances (2,287,500.00) (6,164,984.00) 272,307.36 6,437,291.36 Fund balances - beginning 6,611,562.13 6,611,562.13 6,611,562.13 - Fund balances - ending $ 4,324,062.13 $ 446,578.13 $ 6,883,869.49 $ 6,437,291.36 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Transportation Sales Tax IV Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Investment revenue $ - $ - $ 95,495.71 $ 95,495.71 Total revenues - - 95,495.71 95,495.71 EXPENDITURES Debt service: Issuance cost - 311,844.00 307,689.89 4,154.11 Interest - - 43.52 (43.52) Total debt service - 311,844.00 307,733.41 4,110.59 Capital outlay: Public safety - 3,500,000.00 3,777,519.00 (277,519.00) Capital improvements - 25,000,000.00 16,063,949.27 8,936,050.73 Total capital outlay - 28,500,000.00 19,841,468.27 8,658,531.73 Total expenditures - 28,811,844.00 20,149,201.68 8,662,642.32 Excess (deficiency) of revenues over expenditures - (28,811,844.00) (20,053,705.97) 8,758,138.03 OTHER FINANCING SOURCES (USES) Bond proceeds - - 28,312,387.50 28,312,387.50 Transfers in - - 4,091,273.37 4,091,273.37 Total other financing source (uses) - - 32,403,660.87 32,403,660.87 Net change in fund balances - (28,811,844.00) 12,349,954.90 41,161,798.90 Fund balances - beginning 31,220.11 31,220.11 31,220.11 - Fund balances - ending $ 31,220.11 $ (28,780,623.89) $ 12,381,175.01 $ 41,161,798.90 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau General Capital Improvements Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Taxes $ 3,909,375.00 $ 3,909,375.00 $ 3,898,815.23 $ (10,559.77) Intergovernmental - - 2,145.32 2,145.32 Investment revenue 25,000.00 25,000.00 58,351.72 33,351.72 Total revenues 3,934,375.00 3,934,375.00 3,959,312.27 24,937.27 EXPENDITURES Current: Parks and recreation - - 3,000.00 (3,000.00) Total current - - 3,000.00 (3,000.00) Debt service: Administrative charges 3,000.00 3,775.00 3,773.30 1.70 Issuance cost - 66,113.00 60,557.56 5,555.44 Principal 2,150,000.00 8,315,000.00 8,315,000.00 - Interest 334,594.00 386,385.00 386,384.12 0.88 Total debt service 2,487,594.00 8,771,273.00 8,765,714.98 5,558.02 Capital outlay: Parks and recreation 274,500.00 274,500.00 429,824.28 (155,324.28) Total capital outlay 274,500.00 274,500.00 429,824.28 (155,324.28) Total expenditures 2,762,094.00 9,045,773.00 9,198,539.26 (152,766.26) Excess (deficiency) of revenues over expenditures 1,172,281.00 (5,111,398.00) (5,239,226.99) (127,828.99) OTHER FINANCING SOURCES (USES) Bond proceeds - - 6,282,903.15 6,282,903.15 Asset disposition - - 10,753.13 10,753.13 Transfers in - - 30,000.00 30,000.00 Transfers out (2,753,000.00) (2,753,000.00) (466,391.23) 2,286,608.77 Total other financing source (uses) (2,753,000.00) (2,753,000.00) 5,857,265.05 8,610,265.05 Net change in fund balances (1,580,719.00) (7,864,398.00) 618,038.06 8,482,436.06 Fund balances - beginning 4,327,292.66 4,327,292.66 4,327,292.66 - Fund balances - ending $ 2,746,573.66 $ (3,537,105.34) $ 4,945,330.72 $ 8,482,436.06 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Parks/Stormwater Sales Tax-Capital Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 94 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2016 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 there is an emergency situation, the City Council may amend the initial budget by ordinance. The initial budget was adopted by the City Council on June 15, 2015 and amended on July 6, 2015, September 1, 2015, September 14, 2015, December 21, 2015, April 18, 2016, and July 5, 2016. The initial budget and final amended budget are both reflected in the financial statements. For the year ended June 30, 2016, the fund expenditures for Capital Improvement Sales Tax-Sewer System, Park Capital Improvements, Employee Benefits, and Workers Compensation exceeded their approved budgets by $166,331.39, $25,379.35, $51,977.68, and $75,079.00, respectively. 95 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2016 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 Parks Storm Casino Transportation Water Sales General Parks and Revenue Sales Tax Trust Tax-Capital Capital Non-major General Airport Recreation Fund Fund IV Fund Improvements Funds GAAP Basis $ 24,433.82 $ 35,476.78 $ 83,142.28 $ (936,365.81) $ 50,687.68 $ 635,566.11 $27,297,693.17 $ 609,343.85 Increase due to: Prior year-end encumbrances Administrative services 4,825.89 - - - - - - - Development services 13,200.43 31,475.32 - - - - - 245,173.00 Parks and recreation 3,611.78 - 2,203.99 - - - - - Public Safety 51,384.88 - - - - - - 86,240.78 Public Works 45,736.48 - - - - - - - Capital outlay - - - 306,732.53 1,848,101.52 - - 755,785.57 Advance repayments from other funds 55,465.69 - - 18,173.73 - - - - Adjust investments to market - - - - - - - 409.40 Funds not budgeted annually - - - - - 12,718.46 Encumbrance revenue - - - - - - - 7,000.00 174,225.15 31,475.32 2,203.99 324,906.26 1,848,101.52 - - 1,107,327.21 Decrease due to: Current year-end encumbrances Administrative services 1,281.97 - - - - - - - Development services 1,015.00 14,996.34 - - - - - 7,000.00 Parks and recreation 19,782.63 - 5,976.61 - - - - - Public safety 28,714.12 - - - - - 14,820,066.34 29,551.46 Public works 6,781.63 - - - - - - - Capital outlay - - - 61,861.13 1,593,902.75 - - 1,150,901.40 Funds not budgeted annually - - - - - - 99,574.37 Encumbrance revenue 21,286.71 7,267.97 - - - - - 464,905.49 Adjust invest to market 20,749.25 223.61 3,240.28 11,930.13 32,579.09 17,528.05 127,671.93 52,372.11 99,611.31 22,487.92 9,216.89 73,791.26 1,626,481.84 17,528.05 14,947,738.27 1,804,304.83 Budget Basis $ 99,047.66 $ 44,464.18 $ 76,129.38 $ (685,250.81) $ 272,307.36 $ 618,038.06 $12,349,954.90 $ (87,633.77) 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. 96 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2016 BUDGETS AND BUDGETARY ACCOUNTING - Continued Net Income (Loss) Solid Golf Indoor Sports Sporting Sewer Water Waste Course Complex Complexes GAAP Basis $ 2,866,334.30 $ 3,034,238.53 $ 883,809.88 $ 65,485.02 $1,335,100.00 $ (141,887.24) Increase due to : Prior year encumbrances Operating expenses 274,351.27 13,638.66 15,148.67 - - 3,758.50 Capital outlays 2,410,800.01 1,275,119.08 30,284.50 - - - Depreciation 4,044,083.30 1,676,418.61 251,137.37 104,680.57 - 164,660.11 Deferred revenues - - 11,630.43 - - - Special assessments 1,199.39 384.04 - - - - Bond proceeds 4,891,313.56 - 3,206,772.40 - - - Interest cost amortized 78,629.66 - - - - - Amortized Bond premium/discount - - 2,335.64 - - - Amount deferred for future debt service - - for capital appreciation bonds: - - Interest subsidy received 33,004.07 - - - - - Net OPEB obligation 10,789.00 - - - 3,089.00 - 828.00 Asset dispositions 17,661.60 51,662.63 166,691.82 - - - Net pension cost 133,749.56 20,219.63 84,660.05 23,128.49 - 30,447.11 Bad debt allowance 77,843.95 52,382.95 59,101.64 - - - 11,973,425.37 3,089,825.60 3,827,762.52 130,898.06 - 199,693.72 Decrease due to: Year-end encumbrances Operating expenses 90,252.15 36,347.01 26,438.00 - - 11,578.00 Capital outlays 2,055,718.12 1,816,715.55 130,495.60 - - - Landfill closure and maintenance costs - - 2,043.85 - - - Interest paid more than accrual 21,786.42 - - - - - Bond principal paid 5,218,000.00 555,000.00 193,173.73 34,183.68 - 21,282.01 Amortized Bond premium/discount - 13,922.58 - - - Capital outlays 4,995,097.11 2,992,970.89 3,991,088.46 - - - Deferred revenues 91,982.20 69,275.76 - - - - Adjustment to liability for future landfill - - postclosure maintenance costs - - 1,706.15 - - - Adjust investments to market 11,425.04 24,599.83 5,709.61 510.78 - 716.05 Net OPEB Obligation - - 8,951.00 - - - Net Pension Cost - 549.00 - - - - Contributed capital 1,075,537.43 528,923.23 - 131,166.41 1,335,100.00 67,055.22 13,559,798.47 6,038,303.85 4,359,606.40 165,860.87 1,335,100.00 100,631.28 Budget Basis $ 1,279,961.20 $ 85,760.28 $ 351,966.00 $ 30,522.21 $ - $ (42,824.80) 97 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2016 BUDGETS AND BUDGETARY ACCOUNTING - Continued Net Income (Loss) Fleet Employee Risk Equipment IT Management Fringe Management Replacement GAAP Basis $ (103,173.22) $ (46,977.46) $ (4,707.21) $ (415,361.75) $ 111,136.30 Increase due to: Prior year encumbrances Operating expenses 26,150.80 1,235.69 - - - Capital Outlays - - - - - Depreciation 140,123.79 23,914.32 - - 253,651.21 Deferred revenues - 16,180.91 - - - Difference between proceeds from sale of fixed assets and gain or loss - - - - 11,533.92 Net pension cost Net OPEB Obligation 23,189.28 3,497.00 54,261.74 14,481.00 - - - - - - 192,960.87 110,073.66 - - 265,185.13 Decrease due to: Year-end encumbrances Operating expenses 20,996.42 938.75 600.00 - - Capital outlays 87,880.00 11,854.94 - - 317,846.89 Adjust investments to market 719.31 615.89 9,617.73 4,258.28 5,402.17 109,595.73 13,409.58 10,217.73 4,258.28 323,249.06 Budget Basis $ (19,808.08) $ 49,686.62 $(14,924.94) $ (419,620.03) $ 53,072.37 2016 2015 Fiscal Year Ended June 30, Total Pension Liability Service Costs 795,771 768,458$ Interest on the Pension Liability 2,346,499 2,240,283 Changes of Benefit Terms - - Differences Between Expected and Actual Experience of the Total Pension Liability (183,850) (261,952) Changes of Assumptions 1,388,735 - Benefit Payments, Including Refunds of Employee Contributions (1,324,473) (1,266,841) Net Change in Total Pension Liability 3,022,682 1,479,948 Total Pension Liability - Beginning 32,625,229 31,145,281 Total Pension Liability - Ending (A)35,647,911$ 32,625,229$ Plan Fiduciary Net Position Contributions - Employer 820,228 1,953,089$ Contributions - Employees - - Net Investment Income (82,162) 684,825 Benefit Payments, Including Refunds of Employee Contributions (1,324,473) (1,266,841) Pension Plan Administrative Expense (37,018) (40,731) Other (Net Transfers)(298,285) 267,961 Net Change in Plan Fiduciary Net Position (921,710) 1,598,303 Plan Fiduciary Net Position - Beginning 36,865,010 35,266,707 Plan Fiduciary Net Position - Ending (B)35,943,300$ 36,865,010$ Net Pension Liability - Ending (A) - (B)(295,389) (4,239,781) Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 100.83%113.00% Covered Valuation Payroll 9,109,297$ 8,987,241$ Net Pension Liability as a Percentage of Covered Valuation Payroll -3.24%-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, 2016 GENERAL DIVISION SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS See Accompanying Notes to the Basic Financial Statements. 98 2016 2015 Fiscal Year Ended June 30, Total Pension Liability Service Costs 309,133$ 303,651$ Interest on the Pension Liability 1,248,307 1,182,926 Changes of Benefit Terms - - Differences Between Expected and Actual Experience of the Total Pension Liability (83,909) 274,477 Changes of Assumptions 481,968 - Benefit Payments, Including Refunds of Employee Contributions (827,008) (895,666) Net Change in Total Pension Liability 1,128,491 865,388 Total Pension Liability - Beginning 17,472,441 16,607,053 Total Pension Liability - Ending (A)18,600,932$ 17,472,441$ Plan Fiduciary Net Position Contributions - Employer 337,743$ 1,043,262$ Contributions - Employees - - Net Investment Income (46,280) 349,748 Benefit Payments, Including Refunds of Employee Contributions (827,008) (895,666) Pension Plan Administrative Expense (12,366) (12,862) Other (Net Transfers)50,565 (106,927) Net Change in Plan Fiduciary Net Position (497,346) 377,555 Plan Fiduciary Net Position - Beginning 18,973,729 18,596,174 Plan Fiduciary Net Position - Ending (B)18,476,383$ 18,973,729$ Net Pension Liability - Ending (A) - (B)124,549 (1,501,288) Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 99.33%108.59% Covered Valuation Payroll 3,536,454$ 3,223,790$ Net Pension Liability as a Percentage of Covered Valuation Payroll 3.52%-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, 2016 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. 99 2016 2015 Fiscal Year Ended June 30, 2015 Total Pension Liability Service Costs 375,784$ 370,414$ Interest on the Pension Liability 1,336,826 1,319,931 Changes of Benefit Terms - - Differences Between Expected and Actual Experience of the Total Pension Liability 461,181 (356,529) Changes of Assumptions 508,788 - Benefit Payments, Including Refunds of Employee Contributions (1,148,773) (1,059,610) Net Change in Total Pension Liability 1,533,806 274,206 Total Pension Liability - Beginning 18,818,716 18,544,510 Total Pension Liability - Ending (A)20,352,522$ 18,818,716$ Plan Fiduciary Net Position Contributions - Employer 375,209$ 765,345$ Contributions - Employees - - Net Investment Income (40,593) 415,318 Benefit Payments, Including Refunds of Employee Contributions (1,148,773) (1,059,610) Pension Plan Administrative Expense (9,925) (10,625) Other (Net Transfers)18,256.00 (25,522) Net Change in Plan Fiduciary Net Position (805,826) 84,906 Plan Fiduciary Net Position - Beginning 21,417,173 21,332,267 Plan Fiduciary Net Position - Ending (B)20,611,347$ 21,417,173$ Net Pension Liability - Ending (A) - (B)(258,825) (2,598,457) Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 101.27%113.81% Covered Valuation Payroll 3,099,147$ 3,017,659$ Net Pension Liability as a Percentage of Covered Valuation Payroll -8.35%-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. 100 June 30, 2016 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 2016 1,533,180$ 1,533,180$ -$ 16,040,522$ 9.56% 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% Notes to Schedule: Valuation Date:February 29, 2016 Notes The roll-forward of total pension liability from February 29, 2016 to June 30, 2016 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 and Modified Terminal Funding Amortization Method:Level Percentage of Payroll, Closed Remaining Amortization Period:Multiple bases from 13 to 15 years Asset Valuation Method:5-year smoothed market, 20% corridor Inflation:3.25% wage inflation, 2.50% price inflation Salary Increases:3.25% to 7.15%, including wage inflation Investment Rate of Return:7.25%, net of investment expenses Retirement Age:Experience-based table of rates that are specific to the type of eligibility condition. Mortality:The healthy retiree mortality tables, for post-retirement mortality, were the RP-2014 Healthy Annuitant mortality table for males and females. The disabled retiree mortality tables, for post-retirement mortality, were the RP-2014 disabled mortality table for males and females. The pre-retirement mortality tables used were the RP-2014 employees mortality table for males and females. Both the post-retirement and pre-retirement tables were adjusted for mortality improvement back to the observation period base year of 2006. The base year for males was then established to be 2017. Mortality rates for a particular calendar year are determined by applying the MP-2015 morality improvement scale to the above described tables. Other Information:New assumptions adopted based on the 5-year experience study for the period March 1, 2010 through February 28, 2015. 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. 101 SUPPLEMENTAL INFORMATION Variance with Original Final Actual Final Budget REVENUES Taxes $ 2,606,250.00 $ 2,606,250.00 $ 2,599,565.65 $ (6,684.35) Investment revenue 60,000.00 60,000.00 72,187.11 12,187.11 Total revenues 2,666,250.00 2,666,250.00 2,671,752.76 5,502.76 EXPENDITURES Current: Development services 130,000.00 130,000.00 126,331.39 3,668.61 Total current 130,000.00 130,000.00 126,331.39 3,668.61 Debt service: Administrative charges 5,300.00 5,300.00 - 5,300.00 Principal 45,700.00 45,700.00 45,700.00 - Interest 11,845.00 11,845.00 11,844.76 0.24 Total debt service 62,845.00 62,845.00 57,544.76 5,300.24 Total expenditures 192,845.00 192,845.00 183,876.15 8,968.85 Excess (deficiency) of revenues over expenditures 2,473,405.00 2,473,405.00 2,487,876.61 14,471.61 OTHER FINANCING SOURCES (USES) Transfers out (6,649,500.00) (6,649,500.00) (3,089,568.11) 3,559,931.89 Total other financing source (uses) (6,649,500.00) (6,649,500.00) (3,089,568.11) 3,559,931.89 Net change in fund balances (4,176,095.00) (4,176,095.00) (601,691.50) 3,574,403.50 Fund balances - beginning 4,960,608.38 4,960,608.38 4,960,608.38 - Fund balances - ending $ 784,513.38 $ 784,513.38 $ 4,358,916.88 $ 3,574,403.50 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Cap Imp Sales Tax-Water System Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Taxes $ 2,141,710.00 $ 2,141,710.00 $ 2,211,930.89 $ 70,220.89 Investment revenue 1,000.00 1,000.00 11,691.57 10,691.57 Total revenues 2,142,710.00 2,142,710.00 2,223,622.46 80,912.46 EXPENDITURES Current: Development Services 713,080.00 714,338.63 633,092.35 81,246.28 Total current 713,080.00 714,338.63 633,092.35 81,246.28 Debt service: Principal - 30,000.00 30,000.00 - Interest - 10,787.00 10,786.37 0.63 Total debt service - 40,787.00 40,786.37 0.63 Capital outlay: Capital Improvements 1,268,025.00 118,873.00 35,075.27 83,797.73 Total capital outlay 1,268,025.00 118,873.00 35,075.27 83,797.73 Total expenditures 1,981,105.00 873,998.63 708,953.99 165,044.64 Excess (deficiency) of revenues over expenditures 161,605.00 1,268,711.37 1,514,668.47 245,957.10 OTHER FINANCING SOURCES (USES) Transfers out (333,333.00) (1,600,099.37) (1,600,099.37) - Total other financing source (uses) (333,333.00) (1,600,099.37) (1,600,099.37) - Net change in fund balances (171,728.00) (331,388.00) (85,430.90) 245,957.10 Fund balances - beginning 483,643.67 483,643.67 483,643.67 - Prior period adjustment - - 73,836.49 Fund balances - ending $ 311,915.67 $ 152,255.67 $ 472,049.26 $ 245,957.10 Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Taxes $ 26,930.00 $ 26,930.00 $ 27,946.28 $ 1,016.28 Investment revenue 500.00 500.00 1,182.25 682.25 Total revenues 27,430.00 27,430.00 29,128.53 1,698.53 EXPENDITURES Current: Development services 27,430.00 27,430.00 18,223.47 9,206.53 Total current 27,430.00 27,430.00 18,223.47 9,206.53 Total expenditures 27,430.00 27,430.00 18,223.47 9,206.53 Excess (deficiency) of revenues over expenditures - - 10,905.06 10,905.06 OTHER FINANCING SOURCES (USES) Total other financing source (uses) - - - - Net change in fund balances - - 10,905.06 10,905.06 Fund balances - beginning 93,154.31 93,154.31 93,154.31 - Fund balances - ending $ 93,154.31 $ 93,154.31 $ 104,059.37 $ 10,905.06 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Downtown Business District Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Taxes $ 350,059.00 $ 350,059.00 $ 350,497.52 $ 438.52 Licenses & permits 4,478.00 4,478.00 4,506.00 28.00 Intergovernmental 9,210.00 9,210.00 9,192.39 (17.61) Investment revenue 3,750.00 3,750.00 4,186.47 436.47 Total revenues 367,497.00 367,497.00 368,382.38 885.38 EXPENDITURES Current: Public safety 467,497.00 467,497.00 339,641.14 127,855.86 Total current 467,497.00 467,497.00 339,641.14 127,855.86 Total expenditures 467,497.00 467,497.00 339,641.14 127,855.86 Excess (deficiency) of revenues over expenditures (100,000.00) (100,000.00) 28,741.24 128,741.24 OTHER FINANCING SOURCES (USES) Total other financing source (uses) - - - - Net change in fund balances (100,000.00) (100,000.00) 28,741.24 128,741.24 Fund balances - beginning 329,892.64 329,892.64 329,892.64 - Fund balances - ending $ 229,892.64 $ 229,892.64 $ 358,633.88 $ 128,741.24 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Health Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ 1,445,000.00 $ 1,445,000.00 $ 1,522,559.92 $ 77,559.92 Investment revenue 8,887.00 8,887.00 14,954.74 6,067.74 Total revenues 1,453,887.00 1,453,887.00 1,537,514.66 83,627.66 EXPENDITURES Capital outlay: Capital Improvements - 127,906.00 53,187.05 74,718.95 Total capital outlay - 127,906.00 53,187.05 74,718.95 Total expenditures - 127,906.00 53,187.05 74,718.95 Excess (deficiency) of revenues over expenditures 1,453,887.00 1,325,981.00 1,484,327.61 158,346.61 OTHER FINANCING SOURCES (USES) Special assessments 4,468.00 4,468.00 4,387.34 (80.66) Transfers in - 5,000.00 3,374.55 (1,625.45) Transfers out (1,420,000.00) (1,420,000.00) (1,295,849.46) 124,150.54 Total other financing source (uses) (1,415,532.00) (1,410,532.00) (1,288,087.57) 122,444.43 Net change in fund balances 38,355.00 (84,551.00) 196,240.04 280,791.04 Fund balances - beginning 1,078,159.34 1,078,159.34 1,078,159.34 - Fund balances - ending $ 1,116,514.34 $ 993,608.34 $ 1,274,399.38 $ 280,791.04 Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Investment revenue $ - $ - $ 726.16 $ 726.16 Total revenues - - 726.16 726.16 EXPENDITURES Total expenditures - - - - Excess (deficiency) of revenues over expenditures - - 726.16 726.16 OTHER FINANCING SOURCES (USES) Special assessments - - 2,648.39 2,648.39 Transfers out - (5,000.00) (3,374.55) 1,625.45 Total other financing source (uses) - (5,000.00) (726.16) 4,273.84 Net change in fund balances - (5,000.00) (0.00) 5,000.00 Fund balances - beginning - - - - Fund balances - ending $ - $ (5,000.00) $ (0.00) $ 5,000.00 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Transportation Sales Tax I Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Taxes $ 2,606,250.00 $ 2,606,250.00 $ 2,599,553.66 $ (6,696.34) Investment revenue 25,000.00 25,000.00 46,256.97 21,256.97 Total revenues 2,631,250.00 2,631,250.00 2,645,810.63 14,560.63 EXPENDITURES Current: Development services 130,000.00 130,000.00 126,331.39 3,668.61 Total current 130,000.00 130,000.00 126,331.39 3,668.61 Total expenditures 130,000.00 130,000.00 126,331.39 3,668.61 Excess (deficiency) of revenues over expenditures 2,501,250.00 2,501,250.00 2,519,479.24 18,229.24 OTHER FINANCING SOURCES (USES) Transfers out (4,250,000.00) (4,250,000.00) (4,420,000.00) (170,000.00) Total other financing source (uses) (4,250,000.00) (4,250,000.00) (4,420,000.00) (170,000.00) Net change in fund balances (1,748,750.00) (1,748,750.00) (1,900,520.76) (151,770.76) Fund balances - beginning 3,915,243.40 3,915,243.40 3,915,243.40 - Fund balances - ending $ 2,166,493.40 $ 2,166,493.40 $ 2,014,722.64 $ (151,770.76) Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Cap Imp Sales Tax-Sewer System Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ 40,500.00 $ 40,910.00 $ 410.00 Investment revenue - - 7,297.20 7,297.20 Total revenues - 40,500.00 48,207.20 7,707.20 EXPENDITURES Current: Public safety 86,256.00 101,048.00 92,631.62 8,416.38 Total current 86,256.00 101,048.00 92,631.62 8,416.38 Debt service: Principal - 410,000.00 410,000.00 - Interest - 133,788.00 133,786.67 1.33 Total debt service - 543,788.00 543,786.67 1.33 Capital outlay: Public safety - 162,074.00 162,061.10 12.90 Total capital outlay - 162,074.00 162,061.10 12.90 Total expenditures 86,256.00 806,910.00 798,479.39 8,430.61 Excess (deficiency) of revenues over expenditures (86,256.00) (766,410.00) (750,272.19) 16,137.81 OTHER FINANCING SOURCES (USES) Transfers in 2,835,333.00 2,835,333.00 2,514,981.44 (320,351.56) Transfers out (1,251,000.00) (1,269,000.00) (1,257,493.69) 11,506.31 Total other financing source (uses) 1,584,333.00 1,566,333.00 1,257,487.75 (308,845.25) Net change in fund balances 1,498,077.00 799,923.00 507,215.56 (292,707.44) Fund balances - beginning 79,984.14 79,984.14 79,984.14 - Fund balances - ending $ 1,578,061.14 $ 879,907.14 $ 587,199.70 $ (292,707.44) Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Taxes $ 2,502,000.00 $ 2,502,000.00 $ 2,525,970.84 $ 23,970.84 Total revenues 2,502,000.00 2,502,000.00 2,525,970.84 23,970.84 EXPENDITURES Total expenditures - - - - Excess (deficiency) of revenues over expenditures 2,502,000.00 2,502,000.00 2,525,970.84 23,970.84 OTHER FINANCING SOURCES (USES) Transfers out (2,502,000.00) (2,538,000.00) (2,516,116.33) 21,883.67 Total other financing source (uses) (2,502,000.00) (2,538,000.00) (2,516,116.33) 21,883.67 Net change in fund balances - (36,000.00) 9,854.51 45,854.51 Fund balances - beginning 225,262.59 225,262.59 225,262.59 - Fund balances - ending $ 225,262.59 $ 189,262.59 $ 235,117.10 $ 45,854.51 Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Investment revenue $ - $ - $ 724.75 $ 724.75 Total revenues - - 724.75 724.75 EXPENDITURES Current: Public Safety - 22,500.00 17,871.88 4,628.12 Total current - 22,500.00 17,871.88 4,628.12 Debt service: Total debt service - - - - Capital outlay: Public Safety - - 365.00 (365.00) Total capital outlay - - 365.00 (365.00) Total expenditures - 22,500.00 18,236.88 4,263.12 Excess (deficiency) of revenues over expenditures - (22,500.00) (17,512.13) 4,987.87 OTHER FINANCING SOURCES (USES) Asset disposition - - 17,566.48 17,566.48 Transfers in - 58,000.00 23,465.10 (34,534.90) Transfers out - - (567.44) (567.44) Total other financing source (uses) - 58,000.00 40,464.14 (17,535.86) Net change in fund balances - 35,500.00 22,952.01 (12,547.99) Fund balances - beginning 47,698.48 47,698.48 47,698.48 - Fund balances - ending $ 47,698.48 $ 83,198.48 $ 70,650.49 $ (12,547.99) Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 304,778.48 $ 304,778.48 Investment revenue 320.00 320.00 2,557.22 2,237.22 Total revenues 320.00 320.00 307,335.70 307,015.70 EXPENDITURES Debt service: Interest - - 611.43 (611.43) Total debt service - - 611.43 (611.43) Capital outlay: Capital Improvements 4,100,000.00 4,100,000.00 583,140.50 3,516,859.50 Total capital outlay 4,100,000.00 4,100,000.00 583,140.50 3,516,859.50 Total expenditures 4,100,000.00 4,100,000.00 583,751.93 3,516,248.07 Excess (deficiency) of revenues over expenditures (4,099,680.00) (4,099,680.00) (276,416.23) 3,823,263.77 OTHER FINANCING SOURCES (USES) Special assessments 5,323.00 5,323.00 4,817.10 (505.90) Other loan proceeds 4,100,000.00 4,100,000.00 700,000.00 (3,400,000.00) Total other financing source (uses) 4,105,323.00 4,105,323.00 704,817.10 (3,400,505.90) Net change in fund balances 5,643.00 5,643.00 428,400.87 422,757.87 Fund balances - beginning (350,595.84) (350,595.84) (350,595.84) - Fund balances - ending $ (344,952.84) $ (344,952.84) $ 77,805.03 $ 422,757.87 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Street Capital Improvements Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 91,923.06 $ 91,923.06 Investment revenue - - 351.39 351.39 Total revenues - - 92,274.45 92,274.45 EXPENDITURES Capital outlay: Capital Improvements - 93,000.00 118,379.35 (25,379.35) Total capital outlay - 93,000.00 118,379.35 (25,379.35) Total expenditures - 93,000.00 118,379.35 (25,379.35) Excess (deficiency) of revenues over expenditures - (93,000.00) (26,104.90) 66,895.10 OTHER FINANCING SOURCES (USES) Transfers in - - 35,449.29 35,449.29 Total other financing source (uses) - - 35,449.29 35,449.29 Net change in fund balances - (93,000.00) 9,344.39 102,344.39 Fund balances - beginning 17,279.06 17,279.06 17,279.06 - Fund balances - ending $ 17,279.06 $ (75,720.94) $ 26,623.45 $ 102,344.39 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Park Capital Improvements Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Investment revenue $ - $ - $ 284.02 $ 284.02 Total revenues - - 284.02 284.02 EXPENDITURES Current: Development services - 10,000.00 4,087.48 5,912.52 Total current - 10,000.00 4,087.48 5,912.52 Debt service: Interest - - 0.92 (0.92) Total debt service - - 0.92 (0.92) Total expenditures - 10,000.00 4,088.40 5,911.60 Excess (deficiency) of revenues over expenditures - (10,000.00) (3,804.38) 6,195.62 OTHER FINANCING SOURCES (USES) Transfers in - - 4,975.34 4,975.34 Total other financing source (uses) - - 4,975.34 4,975.34 Net change in fund balances - (10,000.00) 1,170.96 11,170.96 Fund balances - beginning 1,035.71 1,035.71 1,035.71 - Fund balances - ending $ 1,035.71 $ (8,964.29) $ 2,206.67 $ 11,170.96 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Community Development Block Grant Project Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Investment revenue $ - $ - $ 39,357.23 $ 39,357.23 Total revenues - - 39,357.23 39,357.23 EXPENDITURES Current: Total current - - - - Debt service: Total debt service - - - - Capital outlay: Capital improvements - 3,250,000.00 1,208,972.87 2,041,027.13 Total capital outlay - 3,250,000.00 1,208,972.87 2,041,027.13 Total expenditures - 3,250,000.00 1,208,972.87 2,041,027.13 Excess (deficiency) of revenues over expenditures - (3,250,000.00) (1,169,615.64) 2,080,384.36 OTHER FINANCING SOURCES (USES) Total other financing source (uses) - - - - Net change in fund balances - (3,250,000.00) (1,169,615.64) 2,080,384.36 Fund balances - beginning 3,248,069.63 3,248,069.63 3,248,069.63 - Fund balances - ending $ 3,248,069.63 $ (1,930.37) $ 2,078,453.99 $ 2,080,384.36 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Transportation Sales Tax III Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Taxes $ 1,303,125.00 $ 1,303,125.00 $ 1,299,605.11 $ (3,519.89) Investment revenue 2,500.00 2,500.00 10,558.37 8,058.37 Total revenues 1,305,625.00 1,305,625.00 1,310,163.48 4,538.48 EXPENDITURES Total expenditures - - - - Excess (deficiency) of revenues over expenditures 1,305,625.00 1,305,625.00 1,310,163.48 4,538.48 OTHER FINANCING SOURCES (USES) Transfers out (1,225,994.00) (1,225,994.00) (1,152,549.05) 73,444.95 Total other financing source (uses) (1,225,994.00) (1,225,994.00) (1,152,549.05) 73,444.95 Net change in fund balances 79,631.00 79,631.00 157,614.43 77,983.43 Fund balances - beginning 314,492.61 314,492.61 314,492.61 - Fund balances - ending $ 394,123.61 $ 394,123.61 $ 472,107.04 $ 77,983.43 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Parks/Stormwater Sales Tax Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ 175,000.00 $ 394,990.00 $ 112,518.66 $ (282,471.34) Investment revenue - - 5.00 5.00 Total revenues 175,000.00 394,990.00 112,523.66 (282,466.34) EXPENDITURES Current: Development services 200,000.00 419,990.00 140,997.65 278,992.35 Total current 200,000.00 419,990.00 140,997.65 278,992.35 Debt service: Interest - - 1,010.20 (1,010.20) Total debt service - - 1,010.20 (1,010.20) Total expenditures 200,000.00 419,990.00 142,007.85 277,982.15 Excess (deficiency) of revenues over expenditures (25,000.00) (25,000.00) (29,484.19) (4,484.19) OTHER FINANCING SOURCES (USES) Transfers in 25,000.00 27,500.00 29,139.50 1,639.50 Total other financing source (uses) 25,000.00 27,500.00 29,139.50 1,639.50 Net change in fund balances - 2,500.00 (344.69) (2,844.69) Fund balances - beginning (44,231.41) (44,231.41) (44,231.41) - Fund balances - ending $ (44,231.41) $ (41,731.41) $ (44,576.10) $ (2,844.69) Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ 200,000.00 $ 200,000.00 $ - $ (200,000.00) Investment revenue - - 266.99 266.99 Total revenues 200,000.00 200,000.00 266.99 (199,733.01) EXPENDITURES Capital outlay: Capital Improvements 200,000.00 200,000.00 17,329.55 182,670.45 Total capital outlay 200,000.00 200,000.00 17,329.55 182,670.45 Total expenditures 200,000.00 200,000.00 17,329.55 182,670.45 Excess (deficiency) of revenues over expenditures - - (17,062.56) (17,062.56) OTHER FINANCING SOURCES (USES) Total other financing source (uses) - - - - Net change in fund balances - - (17,062.56) (17,062.56) Fund balances - beginning 27,543.95 27,543.95 27,543.95 - Fund balances - ending $ 27,543.95 $ 27,543.95 $ 10,481.39 $ (17,062.56) Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 59,636.34 $ 59,636.34 Residential charges 4,515,000.00 4,515,000.00 4,436,626.22 (78,373.78) Commercial charges 2,425,000.00 2,425,000.00 2,459,036.71 34,036.71 Other fees and charges 128,000.00 128,000.00 125,096.14 (2,903.86) Internal charges - - 20,719.09 20,719.09 Miscellaneous 1,000.00 1,000.00 2,748.89 1,748.89 Investment revenue 130,253.00 130,253.00 112,642.37 (17,610.63) Total revenues 7,199,253.00 7,199,253.00 7,216,505.76 17,252.76 EXPENDITURES Current: Contractual services 473,463.00 767,531.44 785,878.16 (18,346.72) General operating expenses 440,695.00 448,037.26 464,007.27 (15,970.01) Internal service expense 198,503.00 198,503.00 176,763.79 21,739.21 Material and supplies 931,266.00 1,003,937.12 797,585.02 206,352.10 Personnel services 1,814,588.00 1,814,588.00 1,764,938.08 49,649.92 Special projects expense 18,000.00 59,058.18 127,898.02 (68,839.84) Total current 3,876,515.00 4,291,655.00 4,117,070.34 174,584.66 Debt service: Administrative charges 773,063.00 773,063.00 713,903.36 59,159.64 Principal 5,218,000.00 5,218,000.00 5,218,000.00 - Interest 1,117,284.00 1,117,284.00 1,028,062.28 89,221.72 Total debt service 7,108,347.00 7,108,347.00 6,959,965.64 148,381.36 Capital outlay: Capital Improvement Projects 1,130,000.00 4,248,300.00 4,324,438.91 (76,138.91) Equipment 342,500.00 339,860.00 315,576.31 24,283.69 Total capital outlay 1,472,500.00 4,588,160.00 4,640,015.22 (51,855.22) Total expenditures 12,457,362.00 15,988,162.00 15,717,051.20 271,110.80 Excess (deficiency) of revenues over expenditures (5,258,109.00) (8,788,909.00) (8,500,545.44) 288,363.56 OTHER FINANCING SOURCES (USES) Contributed cap - connect fee 90,000.00 90,000.00 109,578.64 19,578.64 Special assessments 2,331.00 2,331.00 1,199.39 (1,131.61) Bond proceeds 800,000.00 800,000.00 4,891,313.56 4,091,313.56 Asset disposition 56,665.00 54,665.00 34,140.65 (20,524.35) Transfers in 4,560,274.00 4,577,111.00 4,744,274.40 167,163.40 Total other financing source (uses) 5,509,270.00 5,524,107.00 9,780,506.64 4,256,399.64 Net change in fund balances 251,161.00 (3,264,802.00) 1,279,961.20 4,544,763.20 Fund balances - beginning 4,894,896.66 4,894,896.66 4,894,896.66 - Fund balances - ending $ 5,146,057.66 $ 1,630,094.66 $ 6,174,857.86 $ 4,544,763.20 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, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 7,692.30 $ 7,692.30 Residential charges 3,720,920.00 3,720,920.00 3,702,049.36 (18,870.64) Commercial charges 2,499,365.00 2,499,365.00 2,512,622.87 13,257.87 Other fees and charges 229,000.00 229,000.00 233,765.17 4,765.17 Miscellaneous 18,217.00 18,217.00 28,201.16 9,984.16 Investment revenue 56,329.00 56,329.00 59,162.68 2,833.68 Total revenues 6,523,831.00 6,523,831.00 6,543,493.54 19,662.54 EXPENDITURES Current: Contractual services 2,866,541.00 2,942,067.00 2,916,666.51 25,400.49 General operating expenses 338,380.00 341,226.00 344,167.53 (2,941.53) Internal service expense 156,554.00 156,554.00 177,232.49 (20,678.49) Material and supplies 1,184,864.00 1,246,217.16 1,072,124.47 174,092.69 Personnel services 299,072.00 299,072.00 237,919.68 61,152.32 Special projects expense 250,000.00 440,000.00 371,925.02 68,074.98 Total current 5,095,411.00 5,425,136.16 5,120,035.70 305,100.46 Debt service: Principal 555,000.00 555,000.00 555,000.00 - Interest 408,282.00 408,282.00 408,281.26 0.74 Total debt service 963,282.00 963,282.00 963,281.26 0.74 Capital outlay: Capital Improvement Projects 6,999,500.00 6,899,500.00 3,165,677.38 3,733,822.62 Equipment 300,500.00 375,774.84 368,889.98 6,884.86 Total capital outlay 7,300,000.00 7,275,274.84 3,534,567.36 3,740,707.48 Total expenditures 13,358,693.00 13,663,693.00 9,617,884.32 4,045,808.68 Excess (deficiency) of revenues over expenditures (6,834,862.00) (7,139,862.00) (3,074,390.78) 4,065,471.22 OTHER FINANCING SOURCES (USES) Special assessments 724.00 724.00 384.04 (339.96) Asset disposition 55,000.00 55,000.00 75,173.33 20,173.33 Transfers in 6,649,500.00 6,649,500.00 3,084,593.69 (3,564,906.31) Total other financing source (uses) 6,705,224.00 6,705,224.00 3,160,151.06 (3,545,072.94) Net change in fund balances (129,638.00) (434,638.00) 85,760.28 520,398.28 Fund balances - beginning 5,230,501.60 5,230,501.60 5,230,501.60 - Fund balances - ending $ 5,100,863.60 $ 4,795,863.60 $ 5,316,261.88 $ 520,398.28 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, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ 29,715.00 $ 38,340.21 $ 8,625.21 Residential charges 2,440,600.00 2,440,600.00 2,466,605.17 26,005.17 Commerical charges 38,000.00 38,000.00 39,858.47 1,858.47 Transfer station charges 705,083.00 705,083.00 843,533.15 138,450.15 Other fees and charges 99,000.00 99,000.00 71,274.77 (27,725.23) Miscellaneous 43,000.00 43,000.00 37,781.68 (5,218.32) Investment revenue 5,000.00 5,000.00 24,199.00 19,199.00 Total revenues 3,330,683.00 3,360,398.00 3,521,592.45 161,194.45 EXPENDITURES Current: Contractual services 1,080,939.00 1,119,015.42 1,092,088.82 26,926.60 General operating expenses 9,450.00 10,157.32 10,571.63 (414.31) Internal service expense 417,174.00 417,174.00 453,431.31 (36,257.31) Material and supplies 280,760.00 293,104.26 214,725.22 78,379.04 Personnel services 1,145,580.00 1,145,580.00 1,080,925.14 64,654.86 Special projects expense 56,824.00 96,450.00 85,128.74 11,321.26 Total current 2,990,727.00 3,081,481.00 2,936,870.86 144,610.14 Debt service: Administrative charges 450.00 450.00 265.00 185.00 Issuance cost - 58,751.00 58,750.63 0.37 Principal 193,174.00 193,174.00 193,173.73 0.27 Interest 29,248.00 106,574.00 106,572.20 1.80 Total debt service 222,872.00 358,949.00 358,761.56 187.44 Capital outlay: Capital Improvement Projects - 3,888,872.00 3,748,649.56 140,222.44 Equipment 3,000.00 345,650.00 342,650.00 3,000.00 Total capital outlay 3,000.00 4,234,522.00 4,091,299.56 143,222.44 Total expenditures 3,216,599.00 7,674,952.00 7,386,931.98 288,020.02 Excess (deficiency) of revenues over expenditures 114,084.00 (4,314,554.00) (3,865,339.53) 449,214.47 OTHER FINANCING SOURCES (USES) Bond proceeds - - 3,206,772.40 3,206,772.40 Asset disposition - - 164,033.13 164,033.13 Transfers in - - 846,500.00 846,500.00 Total other financing source (uses) - - 4,217,305.53 4,217,305.53 SPECIAL ITEMS Total special items - - - - Net change in fund balances 114,084.00 (4,314,554.00) 351,966.00 4,666,520.00 Fund balances - beginning 228,020.70 228,020.70 228,020.70 - Fund balances - ending $ 342,104.70 $ (4,086,533.30) $ 579,986.70 $ 4,666,520.00 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, 2016 Variance with Original Final Actual Final Budget REVENUES Concession revenues $ 38,600.00 $ 38,600.00 $ 40,900.74 $ 2,300.74 Usage fees 495,206.00 495,206.00 488,628.00 (6,578.00) Miscellaneous - - 778.39 778.39 Investment revenue 500.00 500.00 724.09 224.09 Total revenues 534,306.00 534,306.00 531,031.22 (3,274.78) EXPENDITURES Current: Contractual services 35,337.00 30,803.21 29,192.52 1,610.69 General operating expenses 11,290.00 3,230.00 2,449.98 780.02 Internal service expense 41,837.00 41,837.00 46,349.78 (4,512.78) Material and supplies 118,027.00 132,420.79 115,361.20 17,059.59 Personnel services 375,916.00 374,116.00 375,562.49 (1,446.49) Special projects expense 7,500.00 7,500.00 2,971.06 4,528.94 Total current 589,907.00 589,907.00 571,887.03 18,019.97 Debt service: Principal 34,184.00 34,184.00 34,183.68 0.32 Interest 3,083.00 3,083.00 3,082.88 0.12 Total debt service 37,267.00 37,267.00 37,266.56 0.44 Capital outlay: Total capital outlay - - - - Total expenditures 627,174.00 627,174.00 609,153.59 18,020.41 Excess (deficiency) of revenues over expenditures (92,868.00) (92,868.00) (78,122.37) 14,745.63 OTHER FINANCING SOURCES (USES) Asset disposition - - 13,600.28 13,600.28 Transfers in 92,868.00 92,868.00 95,044.30 2,176.30 Total other financing source (uses) 92,868.00 92,868.00 108,644.58 15,776.58 Net change in fund balances - - 30,522.21 30,522.21 Fund balances - beginning (25,522.21) (25,522.21) (25,522.21) - Fund balances - ending $ (25,522.21) $ (25,522.21) $ 5,000.00 $ 30,522.21 Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 225.00 $ 225.00 Concession revenues 81,728.00 81,728.00 62,589.49 (19,138.51) Usage fees 339,181.00 339,181.00 327,144.80 (12,036.20) Miscellaneous 300.00 300.00 256.80 (43.20) Investment revenue 500.00 500.00 836.71 336.71 Total revenues 421,709.00 421,709.00 391,052.80 (30,656.20) EXPENDITURES Current: Contractual services 39,043.00 44,953.00 52,295.87 (7,342.87) General operating expenses 3,232.00 1,557.00 2,417.30 (860.30) Internal service expense 38,414.00 38,414.00 37,089.95 1,324.05 Material and supplies 196,990.00 209,840.45 197,721.45 12,119.00 Personnel services 623,480.00 623,480.00 617,043.49 6,436.51 Special projects expense 75,110.00 88,318.55 83,930.84 4,387.71 Total current 976,269.00 1,006,563.00 990,498.90 16,064.10 Debt service: Principal 22,359.00 22,359.00 21,282.01 1,076.99 Interest 2,017.00 2,017.00 3,093.90 (1,076.90) Total debt service 24,376.00 24,376.00 24,375.91 0.09 Capital outlay: Capital improvement projects - 5,000.00 - 5,000.00 Total capital outlay - 5,000.00 - 5,000.00 Total expenditures 1,000,645.00 1,035,939.00 1,014,874.81 21,064.19 Excess (deficiency) of revenues over expenditures (578,936.00) (614,230.00) (623,822.01) (9,592.01) OTHER FINANCING SOURCES (USES) Compensation for damages - - 7,259.67 7,259.67 Transfers in 574,936.00 672,018.00 573,737.54 (98,280.46) Total other financing source (uses) 574,936.00 672,018.00 580,997.21 (91,020.79) Net change in fund balances (4,000.00) 57,788.00 (42,824.80) (100,612.80) Fund balances - beginning 47,824.80 47,824.80 47,824.80 - Fund balances - ending $ 43,824.80 $ 105,612.80 $ 5,000.00 $ (100,612.80) 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, 2016 Variance with Original Final Actual Final Budget REVENUES Internal charges $ 685,500.00 $ 685,500.00 $ 685,500.00 $ - Investment revenue 1,250.00 1,250.00 1,654.47 404.47 Total revenues 686,750.00 686,750.00 687,154.47 404.47 EXPENDITURES Current: Contractual services 217,032.00 238,532.00 265,946.01 (27,414.01) General operating expenses 6,950.00 6,950.00 5,305.90 1,644.10 Material and supplies 75,300.00 87,300.00 77,543.45 9,756.55 Personnel services 267,468.00 267,468.00 270,287.19 (2,819.19) Total current 566,750.00 600,250.00 619,082.55 (18,832.55) Capital outlay: Equipment 120,000.00 108,000.00 87,880.00 20,120.00 Total capital outlay 120,000.00 108,000.00 87,880.00 20,120.00 Total expenditures 686,750.00 708,250.00 706,962.55 1,287.45 Excess (deficiency) of revenues over expenditures - (21,500.00) (19,808.08) 1,691.92 OTHER FINANCING SOURCES (USES) Total other financing source (uses) - - - - Net change in fund balances - (21,500.00) (19,808.08) 1,691.92 Fund balances - beginning 279,741.85 279,741.85 279,741.85 - Fund balances - ending $ 279,741.85 $ 258,241.85 $ 259,933.77 $ 1,691.92 Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 273.91 $ 273.91 Internal charges 1,425,769.00 1,425,769.00 1,548,174.62 122,405.62 Miscellaneous - - 442.89 442.89 Investment revenue 3,239.00 3,239.00 4,443.80 1,204.80 Total revenues 1,429,008.00 1,429,008.00 1,553,335.22 124,327.22 EXPENDITURES Current: Contractual services 240,415.00 267,446.57 264,381.21 3,065.36 General operating expenses 4,350.00 5,980.01 5,957.75 22.26 Internal service expense 6,852.00 6,852.00 6,852.00 - Material and supplies 494,135.00 565,203.35 540,480.08 24,723.27 Personnel services 683,256.00 678,671.13 672,257.62 6,413.51 Total current 1,429,008.00 1,524,153.06 1,489,928.66 34,224.40 Capital outlay: Equipment - 11,854.94 11,854.94 - Total capital outlay - 11,854.94 11,854.94 - Total expenditures 1,429,008.00 1,536,008.00 1,501,783.60 34,224.40 Excess (deficiency) of revenues over expenditures - (107,000.00) 51,551.62 158,551.62 OTHER FINANCING SOURCES (USES) Asset disposition 16,168.00 16,168.00 18,215.91 2,047.91 Transfers out (16,168.00) (16,168.00) (20,080.91) (3,912.91) Total other financing source (uses) - - (1,865.00) (1,865.00) Net change in fund balances - (107,000.00) 49,686.62 156,686.62 Fund balances - beginning 159,240.09 159,240.09 159,240.09 - Fund balances - ending $ 159,240.09 $ 52,240.09 $ 208,926.71 $ 156,686.62 Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Charges for services $ 20,000.00 $ 20,000.00 $ 17,576.29 $ (2,423.71) Internal charges 3,575,604.00 3,575,604.00 3,807,354.32 231,750.32 Miscellaneous - - 600.75 600.75 Investment revenue 25,000.00 25,000.00 32,125.38 7,125.38 Total revenues 3,620,604.00 3,620,604.00 3,857,656.74 237,052.74 EXPENDITURES Current: Contractual services 3,593,007.00 3,785,473.00 3,843,336.80 (57,863.80) General operating expenses - 1,600.00 1,582.07 17.93 Material and supplies - 5,000.00 1,567.03 3,432.97 Special projects expense - 934.00 933.92 0.08 Total current 3,593,007.00 3,793,007.00 3,847,419.82 (54,412.82) Total expenditures 3,593,007.00 3,793,007.00 3,847,419.82 (54,412.82) Excess (deficiency) of revenues over expenditures 27,597.00 (172,403.00) 10,236.92 182,639.92 OTHER FINANCING SOURCES (USES) Transfers out (27,597.00) (27,597.00) (25,161.86) 2,435.14 Total other financing source (uses) (27,597.00) (27,597.00) (25,161.86) 2,435.14 Net change in fund balances - (200,000.00) (14,924.94) 185,075.06 Fund balances - beginning 2,283,416.86 2,283,416.86 2,283,416.86 - Fund balances - ending $ 2,283,416.86 $ 2,083,416.86 $ 2,268,491.92 $ 185,075.06 Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Internal charges $ 520,700.00 $ 520,700.00 $ 527,497.73 $ 6,797.73 Investment revenue 17,750.00 17,750.00 16,411.24 (1,338.76) Total revenues 538,450.00 538,450.00 543,908.97 5,458.97 EXPENDITURES Current: Contractual services 485,950.00 835,950.00 917,929.63 (81,979.63) General operating expenses 50,000.00 50,000.00 45,599.37 4,400.63 Material and supplies 2,500.00 2,500.00 - 2,500.00 Total current 538,450.00 888,450.00 963,529.00 (75,079.00) Total expenditures 538,450.00 888,450.00 963,529.00 (75,079.00) Excess (deficiency) of revenues over expenditures - (350,000.00) (419,620.03) (69,620.03) OTHER FINANCING SOURCES (USES) Total other financing source (uses) - - - - Net change in fund balances - (350,000.00) (419,620.03) (69,620.03) Fund balances - beginning 1,574,491.54 1,574,491.54 1,574,491.54 - Fund balances - ending $ 1,574,491.54 $ 1,224,491.54 $ 1,154,871.51 $ (69,620.03) Budgeted Amounts See Independent Auditors' Report. 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, 2016 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 4,434.90 $ 4,434.90 Internal charges 339,604.00 339,604.00 331,050.17 (8,553.83) Investment revenue 12,500.00 12,500.00 16,996.16 4,496.16 Total revenues 352,104.00 352,104.00 352,481.23 377.23 EXPENDITURES Current: Material and supplies - 7,200.75 6,688.25 512.50 Total current - 7,200.75 6,688.25 512.50 Capital outlay: Equipment 449,016.00 441,815.25 317,846.89 123,968.36 Total capital outlay 449,016.00 441,815.25 317,846.89 123,968.36 Total expenditures 449,016.00 449,016.00 324,535.14 124,480.86 Excess (deficiency) of revenues over expenditures (96,912.00) (96,912.00) 27,946.09 124,858.09 OTHER FINANCING SOURCES (USES) Asset disposition 43,500.00 43,500.00 29,451.88 (14,048.12) Transfers in - - 3,900.00 3,900.00 Transfers out - (8,224.00) (8,225.60) (1.60) Total other financing source (uses) 43,500.00 35,276.00 25,126.28 (10,149.72) Net change in fund balances (53,412.00) (61,636.00) 53,072.37 114,708.37 Fund balances - beginning 1,392,644.16 1,392,644.16 1,392,644.16 - Fund balances - ending $ 1,339,232.16 $ 1,331,008.16 $ 1,445,716.53 $ 114,708.37 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau General Equipment Replacement Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Taxes $ 185,000.00 $ 185,000.00 $ 193,658.63 $ 8,658.63 Miscellaneous - - 16,800.00 16,800.00 Investment revenue - - 5,364.00 5,364.00 Total revenues 185,000.00 185,000.00 215,822.63 30,822.63 EXPENDITURES Current: Development services 111,000.00 111,000.00 117,000.00 (6,000.00) Total current 111,000.00 111,000.00 117,000.00 (6,000.00) Capital outlay: Capital Improvements 344,200.00 344,200.00 - 344,200.00 Total capital outlay 344,200.00 344,200.00 - 344,200.00 Total expenditures 455,200.00 455,200.00 117,000.00 338,200.00 Excess (deficiency) of revenues over expenditures (270,200.00) (270,200.00) 98,822.63 369,022.63 OTHER FINANCING SOURCES (USES) Transfers in 185,000.00 185,000.00 192,176.57 7,176.57 Total other financing source (uses) 185,000.00 185,000.00 192,176.57 7,176.57 Net change in fund balances (85,200.00) (85,200.00) 290,999.20 376,199.20 Fund balances - beginning 365,168.26 365,168.26 365,168.26 - Fund balances - ending $ 279,968.26 $ 279,968.26 $ 656,167.46 $ 376,199.20 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Riverfront Region Economic Development Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 Variance with Original Final Actual Final Budget REVENUES Taxes $ - $ - $ 2,020,221.77 $ 2,020,221.77 Investment revenue - - 3,664.63 3,664.63 Total revenues - - 2,023,886.40 2,023,886.40 EXPENDITURES Debt service: Interest - - 1.76 (1.76) Total debt service - - 1.76 (1.76) Capital outlay: Capital Improvements - 5,000.00 290.63 4,709.37 Total capital outlay - 5,000.00 290.63 4,709.37 Total expenditures - 5,000.00 292.39 4,707.61 Excess (deficiency) of revenues over expenditures - (5,000.00) 2,023,594.01 2,028,594.01 OTHER FINANCING SOURCES (USES) Total other financing source (uses) - - - - Net change in fund balances - (5,000.00) 2,023,594.01 2,028,594.01 Fund balances - beginning - - - - Fund balances - ending $ - $ (5,000.00) $ 2,023,594.01 $ 2,028,594.01 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Transportation Sales Tax V Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2016 ANNUAL FEDERAL FINANCIAL COMPLIANCE SECTION 131 INDEPENDENT AUDITORS’ REPORT ON COMPLIANCE FOR EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY THE UNIFORM GUIDANCE 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 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, 2016. The City of Cape Girardeau, Missouri’s major federal programs are identified in the summary of auditors’ res ults section of the accompanying Schedule of Findings and Questioned Costs. Management’s Responsibility Management is responsible for compliance with federal statutes, regulations, and the terms and conditions of its federal awards 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 the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Those standards and the Uniform Guidance 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. 132 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, 2016. 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 the Uniform Guidance, 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 the Uniform Guidance. Accordingly, this report is not suitable for any other purpose. BEUSSINK, HEY, ROE & STRODER, L.L.C. Cape Girardeau, Missouri February 13, 2017 133 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, 2016, 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 13, 2017. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the City of Cape Girardeau, Missouri’s internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City of Cape Girardeau, Missouri’s internal control. Accordingly, we do not express an opinion on the effectiveness of the City of Cape Girardeau, Missouri’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the City’s financial statements will not be prevented, or detected and corrected, on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses, or significant deficiencies. Given these limitations, during our audit we did 134 not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. Compliance and Other Matters As part of obtaining reasonable assurance about whether the City of Cape Girardeau, Missouri’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the 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 13, 2017 Federal CFDA Program Federal Grantor/Pass-Through Grantor Program Title Number Number U.S. DEPARTMENT OF DEFENSE: Loan of DOD Property (non-cash)12.UNKNOWN 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 2008-DN-02 2,857$ 2013-ED-03 3,707 6,564$ Passed Through Missouri Housing Development Commission - Emergency Solutions Grant Program 14.231 15-711-E 100,526$ 16-719-E 38,973 139,499 TOTAL U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT 146,063$ U.S. DEPARTMENT OF INTERIOR: Passed Through Missouri Department of Natural Resources Historic Preservation Fund Grants-In-Aid 15.904 29-15-131224-009 30,500$ U.S. DEPARTMENT OF JUSTICE: 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 3,268$ Edward Byrne Memorial Justice Assistance Grant Program 16.738 2014-DJ-BX-0507 21,342$ 2015-DJ-BX-0796 4,000 25,342 TOTAL U.S. DEPARTMENT OF JUSTICE 28,610$ City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended June 30, 2016 Disbursements The Accompanying Notes to the Schedule of Expenditures of Federal Awards Are an Integral Part of This Report. 135 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 14-077A-1 3,190$ 14-077A-2 9,615 15-077A-1 63,992 76,797$ Highway Planning and Construction 20.205 DP-1500(020)391,404$ ER-1518(005)304,779 SRTS-INF-H31H(103)159,688 STP-1500(022)15,782 MO-81-0013 35,893 907,546 Highway Safety Cluster: State and Community Highway Safety (1)20.600 15-PT-02-099 3,422$ 15-SA-09-001 21,009 16-SA-09-004 46,322 15-CP-09-001 91,961 16-CP-09-005 57,635 220,349 National Priority Safety Programs (1)20.616 16-M2OP-05-006 2,427$ 15-M2HVE-05-022 932 16-M2HVE-05-002 67 16-M3DA-04-011 19,441 16-M5HVE-03-082 10,463 33,330 Total Highway Safety Cluster 253,679 Alcohol Open Container Requirements 20.607 15-154-AL-072 1,297$ 15-154-AL-075 3,329 16-154-AL-137 5,479 10,105 TOTAL U.S. DEPARTMENT OF TRANSPORTATION 1,248,127$ ENVIRONMENTAL PROTECTION AGENCY: Passed Through Missouri Department of Natural Resources - Capitalization Grants for Clean Water State Revolving Funds (1)66.458 C295531-03 3,532,588$ City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended June 30, 2016 Disbursements The Accompanying Notes to the Schedule of Expenditures of Federal Awards Are an Integral Part of This Report. 136 Federal CFDA Program Federal Grantor/Pass-Through Grantor Program Title Number Number 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 1,403$ Passed Through the Missouri Department of Health and Human Services Assistance Programs for Chronic Disease Prevention and Control 93.945 5U58DP004817-02 464 TOTAL U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES 1,867$ U.S. DEPARTMENT OF HOMELAND SECURITY: Passed Through the Missouri State Emergency Management Agency Disaster Grants - Public Assistance (Presidentially Declared Disasters 97.036 FEMA-4250-DR-MO 77,482$ Assistance to Firefighters Grant 97.044 EMW-2014-FO-03760 40,910 Passed Through Missouri Office of Homeland Security - Homeland Security Grant Program 97.067 EMW-2013-SS-00023-S01-013-5761 3,643$ EMW-2014-SS-00002-S01-011 27,096 EMW-2014-SS-00002-S01-011A 8,040 38,779 Law Enforcement Officer Reimbursement Agreement Program 97.090 HSTS0213HSLR706 29,100 TOTAL U.S. DEPARTMENT OF HOMELAND SECURITY 186,271$ TOTAL FEDERAL AWARDS 5,274,026$ (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. 137 138 City of Cape Girardeau, Missouri NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS Year Ended June 30, 2016 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES A. Purpose of Schedule and Reporting Entity: The accompanying Schedule of Expenditures of Federal Awards (the “Schedule”) includes the federal award activity of the City of Cape Girardeau, Missouri under programs of the federal government for the year ended June 30, 2016. The information in this Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of the City, it is not intended to and does not present the financial position, changes in net assets, or cash flows of the City of Cape Girardeau, Missouri B. Basis of Presentation: The Schedule is presented in accordance with the Uniform Guidance, 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. D. Indirect Cost Rate: The City’s grant programs involve reimbursement of the City’s actual costs of administering the programs, and therefore, the City is not reimbursed for indirect costs and does not apply any indirect cost rate. 139 City of Cape Girardeau, Missouri SCHEDULE OF FINDINGS AND QUESTIONED COSTS For the Year Ended June 30, 2016 1. SUMMARY OF AUDITORS’ RESULTS: Financial Statements Type of report issued on whether the financial statements audited were prepared in accordance with GAAP: Unmodified Internal control over financial reporting:  Material weaknesses identified? yes X__ no  Significant deficiencies identified? ____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 federal programs: Unmodified Any audit findings disclosed that are required to be reported in accordance with 2 CFR 200.516 (A)? yes X no 140 Identification of major programs. CFDA Number Name of Federal Program 66.458 Capitalization Grants for Clean Water State Revolving Funds Highway Safety Cluster: 20.600 State and Community Highway Safety 20.616 National Priority Safety Programs Dollar threshold used to distinguish between type A and type B programs: $750,000 Auditee qualified as low-risk auditee: yes X no 2. FINANCIAL STATEMENT FINDINGS: No findings were noted that are required to be reported. 3. FEDERAL AWARD FINDINGS AND QUESTIONED COSTS: No findings or questioned costs were noted that are required to be reported. 141 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: 2015-001 SIGNIFICANT AUDIT ADJUSTMENTS Criteria: 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. Recommendation: Management should take steps to ensure all capital assets are appropriately capitalized in the financial statements. Status: Implemented. 2. FEDERAL AWARD FINDINGS AND QUESTIONED COSTS: No Federal findings were reported in the prior year.