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HomeMy WebLinkAbout2019-2020.AuditReport CITY OF CAPE GIRARDEAU, MISSOURI Cape Girardeau, Missouri For the Year Ended June 30, 2020 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 4-21 BASIC FINANCIAL STATEMENTS GOVERNMENT-WIDE FINANCIAL STATEMENTS STATEMENT OF NET POSITION 22-23 STATEMENT OF ACTIVITIES 24 FUND FINANCIAL STATEMENTS GOVERNMENTAL FUNDS FINANCIAL STATEMENTS BALANCE SHEET 25-26 RECONCILIATION OF THE BALANCE SHEET OF GOVERNMENTAL FUNDS TO THE STATEMENT OF NET POSITION 27 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES 28 RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES 29 PROPRIETARY FUNDS FINANCIAL STATEMENTS STATEMENT OF NET POSITION 30-31 STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION 32 STATEMENT OF CASH FLOWS 33-34 FIDUCIARY FUNDS FINANCIAL STATEMENTS STATEMENT OF FIDUCIARY NET POSITION 35 NOTES TO BASIC FINANCIAL STATEMENTS 36-81 REQUIRED SUPPLEMENTAL INFORMATION STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GENERAL 82 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – AIRPORT 83 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PARK & RECREATION 84 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – CASINO REVENUE 85 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – TRANSPORTATION SALES TAX TRUST FUND V 86 NOTES TO BUDGETARY COMPARISON SCHEDULES 87-90 SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS – GENERAL DIVISION 91 SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS – POLICE DIVISION 92 SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS – FIRE DIVISION 93 SCHEDULE OF EMPLOYER CONTRIBUTIONS 94 SCHEDULE OF CHANGES IN THE CITY’S TOTAL OPEB LIABILITY AND RELATED RATIOS 95 SUPPLEMENTAL INFORMATION STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – CAPITAL IMPROVEMENT SALES TAX - SEWER SYSTEM IMPROVEMENTS 96 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GENERAL CAPITAL IMPROVEMENTS 97 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PARK STORM WATER SALES TAX – CAPITAL 98 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – CAPITAL IMPROVEMENT SALES TAX – WATER SYSTEM 99 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – CONVENTION AND TOURISM 100 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – DOWNTOWN BUSINESS DISTRICT 101 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – HEALTH 102 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – MOTOR FUEL TAX 103 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PUBLIC SAFETY TRUST FUND II 104 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – FIRE SALES TAX FUND 105 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PUBLIC SAFETY TRUST FUND 106 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GENERAL CAPITAL IMPROVEMENTS 107 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – COMMUNITY DEVELOPMENT BLOCK GRANT PROJECTS 108 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGE IN FUND BALANCES – BUDGET AND ACTUAL – PARKS/STORM WATER – CAPITAL II 109 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – PARK/STORM WATER SALES TAX 110 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – HOUSING DEVELOPMENT GRANT FUND 111 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – SEWER 112 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – WATER 113 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – SOLID WASTE 114 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GOLF COURSE 115 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – SPORTING COMPLEXES 116 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – INDOOR SPORTS COMPLEX FUND 117 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – INFORMATION TECHNOLOGY 118 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – FLEET MANAGEMENT 119 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – EMPLOYEE BENEFITS FUND 120 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – WORKER’S COMPENSATION FUND 121 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – GENERAL EQUIPMENT REPLACEMENT 122 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – RIVERFRONT REGION ECONOMIC DEVELOPMENT 123 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES – BUDGET AND ACTUAL – TRANSPORTATION SALES TAX IV FUND 124 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 125-126 REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS 127-128 SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 129-131 NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 132 SCHEDULE OF FINDINGS AND QUESTIONED COSTS 133-134 SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS 135 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, 2020, 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, 2020, 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 21 and 82 through 95 be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City of Cape Girardeau, Missouri’s basic financial statements. The budgetary comparison fund financial statements are presented for purposes of additional analysis and are not a required part of the basic financial statements. The schedule of expenditures of federal awards is presented for purposes of additional analysis as required by 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 t he underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic 3 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 March 6, 2021, 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 solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City of Cape Girardeau, Missouri’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City of Cape Girardeau, Missouri’s internal control over financial reporting and compliance. BEUSSINK, HEY, ROE & STRODER, L.L.C. Cape Girardeau, Missouri March 6, 2021 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, 2020. 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 and deferred inflows at the close of the most recent fiscal year by $353,887,939.84 (net position). Of this amount, $57,168,456.10 (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 $45,275,448.16. Approximately 3.4% of this total amount, $1,542,134.03 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 $1,547,576.09 or 5.2% of total general fund expenditures and transfers.  At the end of the current fiscal year, general fund balance reserved for emergencies was $3,844,442.00 or 13.0% of total general fund expenditures and transfers. o The City’s total long-term debt decreased by $5,466,875.07 (4.9%) during the current fiscal year as a result of $11,229,508.50 in new debt, the early payoff of $9,285,000.00 in water revenue bonds and $7,411,383.57 in amortization and regularly scheduled principal payments. During the year $1,835,000.00 in new debt was issued to fund a new City Hall project. The debt service on the new debt will be repaid from a new capital improvement sales tax which replaced an expiring capital improvement sales tax which had previously supported the construction of the City’s sewer plant. Additionally, $9,394,508.50 in water revenue bonds were issued during the year to fund the early retirement of $9,285,000.00 in water revenue bonds. o The City’s fixed assets decreased $5,091,048.11 during the year. Net fixed asset additions of $12,468,474.05 were made during the year. Depreciation for the current fiscal year reduced fixed assets by $17,559,522.16. 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, liabilities and deferred inflows, with the difference between the total of assets and deferred outflows and liabilities and deferred inflows reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the City is improving or deteriorating. The statement of activities presents information showing how the City’s net position changed during the most recent fiscal year. All changes in the net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of the related cash flows. Thus, revenues and expenses are reported in the statement for some items that will CITY OF CAPE GIRARDEAU, MISSOURI 5 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, indoor sports complex and sports complexes operations. The government-wide financial statements can be found on pages 22 to 24 of this report. Fund Financial Statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City of Cape Girardeau, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the City can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. Governmental Funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statement, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government’s near-term financing requirements. Because the focus of the governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact of the government’s near term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City of Cape Girardeau maintained 28 individual governmental funds during the current year. 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, casino revenue, and transportation trust V, 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 25 to 29 of this report. Proprietary Funds. The City of Cape Girardeau maintains two types of proprietary funds. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The City used enterprise funds to account for its sewer, water, and solid waste utilities and its golf course, indoor sports complex, and sports complexes operations. Internal service funds are an accounting device used to accumulate and allocate costs internally among the City’s various functions. The City uses internal service funds to account for operation of its information technology systems, fleet management, self- insured employee benefits and workmen’s compensation programs, and its internal equipment leasing program. Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for the sewer, water, and solid waste utilities and golf course, indoor sports complex, and sports complexes operations. All of these CITY OF CAPE GIRARDEAU, MISSOURI 6 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 30 to 34 of this report. Budgetary comparison statements for all the proprietary funds are present as supplemental information. Notes to the Financial Statements. The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The notes to the financial statements can be found beginning on page 36 of this report. Government-wide Financial Analysis As noted earlier, net position may serve over time as a useful indicator of a government’s financial position. The City of Cape Girardeau’s assets and deferred outflows exceeded its liabilities and deferred inflows by $353,887,939.84, an increase of $4,210,136.60 (1.2%). The City’s net investment in capital assets (land, buildings, machinery, and equipment less related outstanding debt used to acquire those assets) of $287,803,397.78 makes up 81.3% of the City’s net position. This net investment increased $628,086.76 (0.2%) 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 (2.5 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 $174,899.81 (2.0%) more than the previous year. The remaining balance of net assets ($57,168,456.10) is unrestricted and may be used to meet the City’s ongoing obligations to citizens and creditors. This reflects a $3,407,150.03 (6.3%) increase over the previous year. At the end of the current fiscal year, the City is able to report positive balances in all three categories of net assets, both for the government as a whole, as well as for its separate governmental and business-type activities. The same situation was true of the prior year. City of Cape Girardeau's Net Position Governmental Business-type Activity Activities Total 2020 2019 2020 2019 2020 2019 Current and other assets 56,702,554.26 58,162,245.47 25,195,571.27 25,128,971.62 81,898,125.63 83,291,217,09 Capital assets 212,401,551.58 214,931,078.62 180,674,027.61 183,235,548.68 393,075,579.19 398,166,627.30 Total assets 269,104,105.84 273,093,324.09 205,869,598.98 208,364,520.30 474,973,704.82 481,457,844.39 Deferred outflows 5,591,236.78 2,486,035.10 646,117.22 139,294.90 6,237,354.00 2,625,330.00 Current liabilities 4,599,871.87 6,291,162.72 8,222,497.44 7,990,112.08 12,822,369.31 14,281,274.80 Non-current liabilities 48,421,716.73 45,972,054.66 64,072,973.94 69,340,444.69 112,494,690.67 115,312,499.35 Total liabilities 53,021,588.60 52,263,217.38 72,295,471.38 77,330,556.77 125,317,059.98 129,593,774.15 Deferred inflows 1,725,174.52 4,143.664.27 280,884.48 667,932.73 2,006,059.00 4,811,597.00 Invested in capital assets, Net of related debt 176,947,600.59 178,376,765.23 110,855,797.19 108,798,545.79 287,803,397.78 287,175,311.02 Restricted 5,166,172.96 5,038,796.15 3,749,913.00 3,702,390.00 8,916,085.96 8,741,186.15 Unrestricted 37,834,805.95 35,756,916.16 19,333,650.15 18,004,389.91 57,168,456.10 53,761,306.07 Total net position 219,948,579.50 219,172,477.54 133,939,360.34 130,505,325.70 353,887,939.84 349,677,803.24 CITY OF CAPE GIRARDEAU, MISSOURI 7 Governmental Activities. Governmental activities increased the City of Cape Girardeau’s net position by $755,026.91 during the current year (compared to $851.032.90 decrease in the previous fiscal year). During the year investment in capital assets net of capital debt related to governmental activities decreased by $1,429,164.64 or 0.8%. City of Cape Girardeau's Change in Net Assets Governmental Business-type activities activities Total 2020 2019 2020 2019 2020 2019 Revenues: Program revenue: Charges for service 5,247,793.78 5,648,235.01 20,151,112.73 20,100,973.94 25,398,906.51 25,749,208.95 Operating grants and contributions 1,749,582.26 1,124,694.64 134,735.70 5,000.00 1,884,317.96 1,129,694.64 Capital grants and contributions 175,155.96 2,855,201.68 484,067.18 2,262,079.72 659,223.14 5,117,281.40 General revenues: Property taxes 2,655,216.95 2,501,594.31 - - 2,655,216.95 2,501,594.31 Sales taxes 28,463,968.69 28,372,310.36 - - 28,463,968.69 28,372,310.36 Other taxes 11,993,525.82 13,186,432.30 - - 11,993,525.82 13,186,432.30 Other 1,652,174.64 1,719,766.95 537,176.66 659,023.81 2,189,351.30 2,378,790.76 Total revenues 51,937,418.10 55,408,235.25 21,307,092.27 23,027,077.47 73,244,510.37 78,435,312.72 Expenses: Administrative 3,539,308.41 3,416,346.76 - - 3,539,308.41 3,416,346.76 Capital Improvements 82,636.91 174,481.76 - - 82,636.91 174,481.76 Development Services 7,071,293.71 6,860,723.87 - - 7,071,293.71 6,860,723.87 Interest and other costs 1,035,345.66 990,773.16 - - 1,035,345.66 990,773.16 Parks and Recreation 6,166,241.21 6,107,181.68 - - 6,166,241.21 6,107,181.68 Public Safety 17,693,029.16 16,644,305.45 - - 17,693,029.16 16,644,305.45 Public Works 8,198,212.19 8,192,009.10 - - 8,198,212.19 8,192,009.10 Sewer - - 9,541,326.88 10,009,803.97 9,541,326.88 10,009,803.97 Water - - 7,943,673.20 7,313,146.19 7,943,673.20 7,313,146.19 Solid Waste - - 4,727,806.71 4,461,691.52 4,727,806.71 4,461,691.52 Golf Course - - 720,205.86 710,265.15 720,205.86 710,265.15 Indoor Sports Complex - - 989,349.51 1,034,814.60 989,349.51 1,034,814.60 Sporting Complexes - - 1,346,108.13 1,334,334.93 1,346,108.13 1,334,334,93 Total expenses 43,786,067.25 42,385,821.78 25,268,470.29 24,864,056.36 69,054,537.54 67,249,878.14 Increase in net position Before pension upgrade and transfers 8,151,350.85 13,022,413.47 ( (3,961,378.02) ( (1,836,978.89) 4,189,972.83 11,185,434.58 Pension benefit upgrade - (4,009,072.70) - (843,643.30) - (4,852,716.00) Transfers (7,396,323.94) (9,864,373.67) 7,396,323.94 9,864,373.67 - - Increase in net position 755,026.91 (851,032.90) 3,434,945.92 7,183,751.48 4,189,972.83 6,332,718.58 Net position-beginning of year 219,172,477.54 219,897,018.29 130,505,325.70 123,280,985.41 349,677,803.24 343,178,003.70 Prior period adjustments 21,075.05 126,492.15 (911.28) 40,588.81 20,163.77 167,080.96 Net position-end of year 219,948,579.50 219,172,477.54 133,939,360.34 130,505,325.70 353,887,939.84 349,677,803.24 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 $400,441.23 (7.1%) less than the previous year. During the current year development service, administrative, park and recreation, and public works revenues declined $324,042.85 (17.6%), $26,567.76 (1.4%), $112,832.01 (7.0%) and $55,463.12 (71.4%), respectively, from the previous year while public safety revenues increased $118,464.51 (53.5%) from the previous year. The most significant change in service charge revenue from development services resulted from a $308,117.54 decline in special event revenue from the previous year. The previous year included $322,467.54 of revenue generated by an air show. The City chose not to sponsor an air show in the current year; however, the current year’s revenue included $14,000.00 in sponsorship fees from the pr evious year’s airshow. There was $373,332.85 in costs associated with the previous year’s airshow. Other significant changes to service charge revenue from development services included the following: 1) There was a $29,845.55 (24.9%) decrease in development related revenue. 2) There was a $47,018.13 (32.2%) increase in building related permit revenue. 3) There was a $23,767.40 (6.8%) decline in revenue from internal charges to capital projects and other City business activity projects. The current year’s decrease in administrative service charge revenue resulted from a $218,981.24 (28.9%) decrease in revenue from the municipal court which was partially offset by a $154,171.04 (29.4%) increase of administrative fees charged to the City’s enterprise funds and a $38,242.44 (6.3%) increase in other service charge revenues. Traffic cases handled by the municipal court decreased 67.2% from the previous year. During the current year the City begin charging its enterprise funds for services provi ded by its legal and public information divisions. The current year’s decrease in parks and recreation service charges resulted mainly from significant declines in two revenues sources. Revenues from entrance fees to the Osage Community Center decreased $43,557.34 (17.9%) and revenues from the City’s family aquatic center (Cape Splash) decreased $80,987.90 (14.4%). Total service charge revenues for all other parks and recreation services increased $1 1,713.23 (1.7%) during the past year. The current year’s parks and recreation revenues were negatively impacted by COVID-19. Changes in public works service charges reflected a $55,463.12 (71.4%) decrease in revenue from internal charges to capital projects and other City business activity projects. In the previous year $41,387.50 of internal charges for use of street division employees used for the solid waste fund’s leaf collection program were charged to that fund. During the current year the solid waste fund provided all labor for the leaf collection program. The current year’s increase in public safety service charge revenue reflected a $93,790.74 (88.9%) increase in revenue from police services provided to outside agencies and entities and $41,992.04 in new fees from housing federal prisoners. During the current year special assessment revenues from weed abatement and building demolition declined $21,681.79 from the previous year. The remaining service charge revenue increased $4,363.52 (7.0%) during the current year. • Operating grants and contributions were $624,887.62 (55.6%) more than the previous year. During the current year revenue from various airport operating grants and operating contributions of the Parks and Recreation Foundation increased $715,475.08 (289.7%) and $5,792.41 (7.1%), respectively, from the previous year. These increases were partially offset by decreases in emergency shelter, community development, and public safety operating grant revenues of $2,738.58 (1.7%), $5,064.72 (100.0%) and $145,155.72 (23.0%), respectively. The current year also had $56,579.15 in neighborhood improvement grant revenues. There were no neighborhood improvement grant revenues in the previous year. CITY OF CAPE GIRARDEAU, MISSOURI 9 Revenues from governmental activities (continued) During the current year the airport received $131,064.00 for promotion of the airport through an Air Service grant, $226,274.21 for the update of its master and layout plans from a state block grant, and $4 37,830.87 for reimbursement of operating expenses from a CARES Act grant. In the previous year the airport received $80,000.00 from the Air Service grant and nothing from the other two grants. The current year public safety operating grant revenues were negatively impacted by COVID -19. • Capital grants and contributions decreased $2,680,045.72 (93.9%) from the previous year. During the current year the city received grants and contributions totaling $2.984.00, $152,276.43, and $19,895.53 for airport improvements, various street, lighting and sidewalk projects, and various public safety equipment purchases, respectively. During the previous year the city received grants and contributions totaling $298,246.00, $2,250,596.97, and $106,358.71, respectively, for these items. During the previous year the City also received a $200,000.00 donation to help upgrade Capaha Park baseball field. • Property tax revenue was $153,622.64 (6.1%) more than the previous year. Property tax revenues included payments in lieu of taxes totaling $139,285.56 from properties included in one tax increment financing district (TIF). Excluding payments in lieu of taxes property tax revenue increased $99,715.13 (4.1%) during the year. $124,772.69 of the TIF revenues collected during the year was distributed according to development agreements for projects in the districts and $24,267.40 of previous year’s payments in lieu of tax were returned to the original taxing entities. Undistributed TIF revenues are reflected as restricted net position in the Statement of Net Position. Assessed values finalized by the board of equalization increased $12,803,182 (2.4%) and $8,447,027 (6.6%) for real estate and personal property, respectively. Assessed values from new construction and new annexation totaling $14,344,210 and $100, respectively, were included in the real estate increase. The City’s general tax levy rate was set 0.2% higher than the previous year. Sales tax revenue was 54.8% of the total revenue during the current year vs. 51.2% in the previous year. This year’s revenue was $91,658.33 (0.3%) more than the previous year. Payment in lieu of sales tax totaling $83,810.52 from the city’s casino accounted for most of this increa se. This was the first year the City had received any payment due per a previous development agreement with the casino. $74,490.08 of this year’s payment related to previous years’ sales. From fiscal year ending June 30, 2016 through fiscal year ending June 30, 2020 sale tax revenue, adjusted for new taxes, had annual growth rates of 2.5%,-1.3%, 2.4%, -1.0% and 0.0%, respectively. Sales tax revenue from the last quarter of the current year was negatively impacted by COVID-19. • Other taxes were $1,192,906.48 (9.0%) less than the previous year. Franchise taxes, motor fuel taxes, convention and tourism taxes, merchant licenses, liquor licenses, cigarette taxes, economic activity taxes and gaming taxes declined $308,587.72 (6.6%), $26,784.81 (1.8%), $102,370.34 (4.3%), $41,404.45 (3.1%), $25,242.90 (30.9%), $7,083.97 (5.3%), $20,695.90 (70.7%) and $660,736.39 (22.4%), respectively, from the previous year. During the current year the City received $8,587.17 in economic activity taxes from its TIF district which is in included in the other tax total. $18,893.27 of the economic activity taxes collected during the current and previous year was distributed according to development agreements for projects in the district. Undistributed TIF revenues are reflected as restricted net position in the Statement of Net Position. • Ameren paid 71.4% of the total franchise tax collected during the year based on its electricity and natural gas revenues vs. 71.2% in the previous year. During the current year Ameren paid $212,037.24 (6.3%) less than the previous year. Payments received on electricity sales and natural gas sales decreased $160,145.20 (5.8%) and $51,892.04 (8.2%), respectively, during the current year. Average monthly electric rates were about the same during the current year when compared to the previous year. Average monthly natural gas rates were about 5.4% lower during the current year when compared to the previous year. Differences in weather can also positively or negatively influence franchise tax revenues from one year to another. CITY OF CAPE GIRARDEAU, MISSOURI 10 Revenues from governmental activities (continued) • During the current year the City received payments in lieu of gross receipt franchise taxes totaling $334,049.49 and $329,526.92 from its sewer and water funds. This was $24,807.06 (6.9%) and $12,059.57 (3.5%) less, respectively, than the previous year. A water rate increase of 2% was effective July 1, 2019. • Franchise tax paid during the current year by the City’s telecommunication and cable TV service providers decreased $51,432.81 (19.8%) and $8,251.04 (2.0%) from the previous year. During the current year the City received $13,750.00 from one of its telecommunication service providers who had previously been paying $27,500.00 per year. This reduction resulted from the provider being merged into another provider. The remaining decline related to less revenue from several of the main city’s telecommunication service providers. • The decrease in the convention and tourism taxes was comprised of decreases to restaurant taxes and hotel / motel taxes of $49,165.82 (3.1%) and $53,204.52 (6.9%), respectively, from the previous year. Revenues of these taxes from the last quarter of the current year w ere negatively impacted by COVID-19. • Gaming revenue received by the casino revenue fund and the riverfront development fund decreased $627,436.81 (22.6%) and $33,299.58 (17.9%) from the previous year. The Casino was closed approximately 2.5 months during the current year as a result of COVID-19. • Other revenue which decreased $67,592.31 (3.9%) from the previous year to $1,652,174.64 was comprised of unrestricted grants and contributions, investment earnings and gain (loss) on disposal of assets which totaled $383,043.95, $1,497,927.03, and $(228,796.34), respectively, during the current year. These revenues grew (declined) $321,733.56 (524.8%), $(29,282.68) (1.9%), and ($360,043.19) (274.3%), respectively, from the previous year. The current year’s investment earnings included market value increases of $323,158.87 while the previous year’s investment earnings included market value increases of $383,805.93. Pooled cash balances averaged $42,635,510.31 during the current year compared to $41,342,666.96 during the previous year. The pooled cash balances earned an average rate of 2.12% during the current year compared to 2.19% in the previous year. During the current year the City sold properties associated with its old police headquarters at a $359,061.34 loss and other excess land at a gain of $14,914.94. The remaining gain totaling $115,350.06 resulted from sales or other disposal of city equipment above their book value. Expenses from governmental activities • Total government activities expenses increased $1,400,245.47 (3.3%) over the previous year. Personnel costs accounted for 52.2% of the total governmental activity expenses. Operating expenses, capital improvement expenses and interest and other costs accounted for 45.2%, 0.2% and 2.4% of the total governmental activity expenses, respectively. 30.2% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary and benefits expenses increased $363,386.90 (2.3%) and $864,743.13 (14.3%) during the current year. Operating expenses, capital improvement expenses and interest and other costs increased (decreased) $219,387.79 (1.1%), $(91,844.85) (52.6%) and $44,572.50 (4.5%), respectively, during the current year. Full-time salary expense increased $426,391.81 (3.2%) during the current year. Part-time and overtime salary expense decreased $15,406.04 (1.2%) and $47,598.87 (4.5%) during the current year. The current year included a 2% across the board wage increase at the beginning of the year. An annual report issued by the Missouri Local Government Employees Retirement System and dated June 30, 2020 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 $730,167.20 as a result of these changes. In the previous year pension expense was increased $138,290.97 as a result of these changes. Adjusted pension costs were $558,820.50 (35.7%) more than the previous year. CITY OF CAPE GIRARDEAU, MISSOURI 11 Expenses from governmental activities (continued) During the current year the City implemented GASB 75 to report its retiree health and dental benefits (OPEB). A GASB 75 actuarial valuation of the City’s OPEB for the fiscal year ending June 30, 2020 was performed by Nyhart of Indianapolis Indiana. Their valuation reflected current year changes to the City’s net OPEB assets (liabilities) and net OPEB deferred outflows (inflows) according to GASB 75. The annual retiree health and dental costs included in the governmental activities equals the City’s actual premiums paid plus or minus changes in its net OPEB assets (liabilities) and net OPEB deferred outflows (inflows) reflected by their valuation. The current year’s retiree health and dental costs included in the governmental activities were decreased by $98,599.27 as a result of these changes. In the previous year retiree’s health and dental costs included in the governmental activities were decreased by $166,998.82 as a result of reporting under GASB 75. Adjusted OPEB costs were $70,186.31 (18.5%) 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 (decreased) $(53,103.19) (2.2%) and $266,215.45 (59.2%), respectively, during the current year. During the previous year the cost of these plans increased (decreased) $604,432.75 (33.5%) and $(149,653.07) (25.0%), respectively. • Administrative expenses totaled $3,539,308.41 (8.1% of total government activities) this year which was $122,961.65 (3.5%) more than the previous year. Personnel costs accounted for 60.3% of the total administrative expenses. 25.8% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary and benefit expenses increased $18,265.40 (1.1%) and $56,757.42 (11.2%) during the current year. The current year’s costs of providing pension benefits, employee health and dental coverage, retiree health and dental coverage and workmen’s compensation coverage were $168,809.61, $206,177.51, $44,666.25 and $9,774.01, respectively. These costs increased (decreased) $55,696.99 (49.2%), $(13,558.05) (6.2%), $9,154.72 (25.8%) and $3,678.47 (60.3%), respectively from the previous year. Operating expenses increased $47,938.83 (3.7%) during the current year. The current year included $11,809.63 in costs for a City Hall concept and space needs assessment, $52,601.85 in election costs associated with City council elections and a capital improvement sales tax election and $155,303.92 in costs associated with the COVID-19 pandemic. The previous year included $166,373.61 in costs for a City Hall concept and space needs assessment and $7,216.84 in election costs associated with a special City council election. All remaining operating expenses increased $1,813.88 (0.2%) during the current year. • Development services expenses totaled $7,071,293.71 (16.1% of total government activities) this year which was $210,569.84 (3.1%) more than the previous year. Personnel costs accounted for 36.4% of the total development services expenses. 28.3% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses decreased $54,906.53 (2.9%) during the current year. Benefit expenses increased $50,281.68 (7.4%). The current year’s costs of providing pension benefits, employee health and dental coverage, retiree health and dental coverage, and workmen’s compensation coverage were $185,094.81, $278,849.93, $63,377.78 and $70,470.83, respectively. These costs increased (decreased) $41,186.65 (28.6%), $(15,995.01) (5.4%), $9,883.77 (18.5%) and $22,292.19 (46.3%), respectively over the previous year. Operating expenses increased $215,194.69 (5.0%) during the current year. The current year included $128,935.00 in costs for professional services to cover a vacant city engineer position, $139,823.37 in advertising costs associated with an air services grant at the City’s airport, $376,865.19 in sales tax rebate payments associated with several economic development agreements, and $149,040.09 in tax increment payments associated with development agreements within tax increment financing districts. The previous year included expenditures of $10,449.00, $88,436.32, $325,831.37, and $52,598.69 for these items, respectively. The current year also included $238,183.38 in costs associated with a grant funded terminal area master plan at the City’s airport. No costs were incurred for this project in the previous year. The previous year included $373,332.85 in costs associated with an air show sponsored by the City. The City did not sponsor an air show this year. Remaining operating expenses, excluding the above, increased $32,995.89 (1.0%) during the current year. CITY OF CAPE GIRARDEAU, MISSOURI 12 Expenses from governmental activities (continued) • Parks and recreation expenses totaled $6,166,241.21 (14.1% of total government activities) this year which was $59,059.53 (1.0%) more than the previous year. Personnel costs accounted for 53.1% of the total parks and recreation expenses. 26.2% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses decreased $45,216.57 (1.8%) during the current year. Benefit expenses increased $119,274.47 (16.1%). The current year’s costs of providing pension benefits, employee health and dental coverage, retiree health and dental coverage, and workmen’s compensation coverage were $179,274.68, $298,979.55, $66,395.77 and $99,672.28, respectively. These costs increased (decreased) $77,156.77 (75.6%), $(11,959.94) (3.8%), $10,354.43 (18.5%) and $36,744.10 (58.4%), respectively over the previous year. Operating expenses decreased $14,998.37 (0.5%) during the current year. Total operating expenses at Cape Splash declined by $78,110.97 (34.0%) during the current year due to COVID-19 impacts. The current year also included $49,998.50 in major repairs at the Central pool. The following are other significant operating increases (decreases) over the previous year: Special events costs (COVID related) $17,350.26 (25.6%) decrease Fleet maintenance costs $21,389.69 (18.9%) increase Depreciation $32,246.21 (2.3%) increase Remaining operating expenses, excluding the above, decreased $23,171.54 (2.1%) during the current year. • Public safety expenses totaled $17,693,029.16 (40.4% of total government activities) this year which was $1,048,723.71 (6.3%) more than the previous year. Personnel costs accounted for 77.6% of the total public safety expenses. 31.8% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary and benefit expenses increased $469,027.59 (5.3%) and $602,654.23 (16.1%) during the current year. Full-time, part-time, and overtime salaries increased (decreased) $464,545.21 (6.0%), $26,860.83 (19.5%), and $(22,378.45) (2.4%), respectively, during the current year. The current year’s costs of providing pension benefits, employee health and dental coverage, retiree health and dental coverage, and workmen’s compensation coverage were $1,511,037.33, $1,409,889.29, $238,420.79 and $473,851.34, respectively. These costs increased (decreased) $362,262.03 (31.5%), $(837.77) (0.1%), $37,181.55 (18.5%) and $181,219.91 (61.9%), respectively over the previous year. Operating expenses decreased $22,958.11 (0.6%) during the current year. The 2019 – 2020 budget authorized 4 new jailer and 2 new communicator positions and eliminated a records clerk position. A contract with St. Francis Hospital provided for 5 additional police officers during the year. The contract will reimburse the City for 92% of police officers personnel costs. The previous year included expenditures for the following: Consulting services for radio interoperability project $ 25,289.60 Claims against the City $ 36,515.49 Nothing was spent on these items during the current year. The following are other significant operating increases (decreases) over the previous year: Depreciation $143,480.54 (10.0%) increase Fleet maintenance costs $19,318.73 (5.3%) decrease Protective equipment $71,890.52 (284.4%) increase Small equipment $57,893.52 (34.2%) decrease Vehicle gasoline $42,619.63 (17.7%) decrease Grant funded operating expenses (COVID-19 Impacted) $91,512.30 (42.5%) decrease Remaining operating expenses, excluding the above, increased $34,820.10 (2.3%) during the current year. CITY OF CAPE GIRARDEAU, MISSOURI 13 Expenses from governmental activities (continued) • Public works expenses totaled $8,198,212.19 (18.7% of total government activities) this year which was $6,203.09 (0.1%) more than the previous year. Personnel costs accounted for 14.3% of the total public works expenses. 34.4% of the personnel costs were for benefits and the remaining was for salaries including vacation and sick leave expense. Salary expenses decreased $23,782.99 (3.0%) during the current year. Benefit expenses increased $35,775.33 (9.7%) during the current year. The current year’s costs of providing pension benefits, employee health and dental coverage, retiree health and dental coverage, and workmen’s compensation coverage were $80,493.10, $163,560.94, $37,196.72 and $62,277.24, respectively. These costs increased (decreased) $22,518.06 (38.8%), ($10,752.42) (6.2%), $3,611.84 (10.8%) and $22,280.78 (55.7%), respectively over the previous year. Operating expenses decreased $5,789.25 (0.1%) during the current year. In the previous year the City spent $212,818.08 for costs associated with the temporary relocation of railroad tracks associated with an Army Corp of Engineer’s project to the City’s Mississippi River flood wall. During the current year the City spent $83.64 related to this project. During the current year the City spent $101,742.65 for snow and ice removal supplies. In the previous year nothing was spent for these supplies. The following are other significant operating increases (decreases) over the previous year: Internal equipment lease $ 27,311.95 (14.7%) increase Costs of damage to City property $ 70,646.37 (84.5%) decrease Depreciation $164,942.62 (3.0%) increase Remaining operating expenses, excluding the above, decreased $16,405.66 (1.5%) during the current year. • Capital improvements expenses totaled $82,636.91 this year which was $91,844.85 (52.9%) less than the previous year. The current year costs represent capital projects that did no t meet the City’s $5,000 capitalization threshold (the amount at which the expenditure would be recorded as a capital asset). • Interest and other costs expenses totaled $1,035,345.66 this year which was $44,572.50 (4.5%) more than the previous year. The illustration above makes it clear that all the governmental activities and business -type activities of the City with the exception of solid waste required a subsidy by taxpayers. General revenues in these activities, which include transfers from special revenue sales taxes, were sufficient to provide adequate subsidies for both the governmental and business-type activities. - 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 14 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 (54.8%), other taxes (23.1%) and charges for services (10.1%). The City’s general sales tax represents 36.5% of the total sales tax revenue and 46.1% of the total general fund revenues. The remaining sales taxes are for parks, storm water, transportation, sewer, water, new city hall, airport improvement and public safety projects. The general fund accounts for 49.6% and 54.4% of the other tax and service charge revenue, respectively. This represents 26.4% and 12.7% of the total general fund revenues, respectively. Business-type activities During the current year business-type activities increased the net position of the City by $3,434,945.92. During the previous year these activities increased the City’s net position by $7,183,751.48. Business-type activities before transfers and special items decreased the City’s net position by $3,961,378.02 during the current year. In the previous year these activities decreased the City’s net position by $1,836,978.89. During the current year there were net transfers from the governmental activities to business-type activities of $7,396,323.94. In the previous year, there were net transfers from governmental activities to business- type activities of $9,864,373.67. During current year transfers were made for the following: Capital improvement sales tax - sewer fund for bond payments $3,450,000.00 Operating subsidy from parks and recreation foundation $ 8,381.80 Operating subsidy from general and parks sales tax funds $ 715,213.72 Operating subsidy from CVB fund $ 90,519.20 Capital improvement sales tax - water for capital projects $ 299,848.33 Transfers of park / stormwater sales tax for capital II for stormwater operations and future projects $1,697,432.84 Net transfer of asset to or from other government activities $1,134,928.05 During previous year transfers were made for the following: Capital improvement sales tax - sewer fund for bond payments $4,850,000.00 Capital improvement sales tax - water for capital projects $ 977,700.00 Transfers of funds used for special items from employee benefits fund $ 147,463.50 Operating subsidy from general and parks sales tax funds $ 749.024.09 Operating subsidy from CVB fund $ 102,960.87 Operating subsidy from parks and recreation foundation $ 7,000.00 Net transfer of asset to or from other government activities $3,030,225.21 The net change in assets before transfers, special items and general revenues in the sewer, water, solid waste, golf, indoor sports complex, and sporting complexes operations totaled $(2,153,642.45), $(759,601.69), $95,549.89, $(234,105.45), $(431,116.00) and $(1,015,638.98), respectively, this year. This compares to $(989,811.18), $73,713.04, $37,647.28, $(183,518.72), $(441,185.16) and $(992,847.96), respectively, in the previous year. Other taxes 23.1%Sales taxes 54.8% Other 3.2% Charge for Service 10.1% Operating grants 3.4% Capital grants 0.3% Property taxes 5.1% Revenues for governmental activities CITY OF CAPE GIRARDEAU, MISSOURI 15 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, 2020, the City’s governmental funds reported combined ending fund balances of $ 45,275,448.16, an increase of $3,869,555.47 (9.3%) from the prior year. Unassigned fund balances, which are available for spending at the City’s discretion, account for $1,542,134.03 (3.4%) 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, 2020: (1) $1,517,848.97 is classified as nonspendable because it is either (a) not in spendable form or (b) legally or contractually required to be maintained intact (2) $34,867,829.62 is classified as restricted because it can be spent only for specific purposes because of restrictions by external parties, constitutional provisions or enabling legislation 3) $4,961,438.14 is classified as committed because it can only be used for specific purposes pursuant to constraints imposed by formal action of the City Council 4) $2,386,197.40 is classified as assigned because its expenditure is constrained by the City’s intent to use it for specific purposes. The general fund is the chief operating fund of the City. At the end of fiscal year ending June, unassigned fund balance of the general fund was $1,547,576.09 while total fund balance was $5,768,589.97. 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 5.2 percent of total general fund expenditures including transfers. However, included in the restricted fund balance is $3,844,442.00, which had been reserved to meet the City Charter’s emergency reserve requirement. This amount represents 13.0 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 decreased by $391,300.87 as a result of the current year’s operations. However, the General Fund Statement of Revenues, Expenditures, and Changes of Fund Balance prepared on a budget basis shows a current fiscal year decrease of $385.726.48. Differences between the amounts reflected in the two statements can be found in the Notes to Budgetary Comparison Schedules found on pages 87 - 90. The original adopted general fund budget for the fiscal year ending June 30, 2020 had expenditures exceeding revenues by $141,180.00. The actual general fund results decreased fund balances by $385,726.48. Significant deviations from this budget are detailed below: o Sales tax revenue was $2,200.86 (0.02%) less than the previous year, which was $472,742.62 (4.3%) less than projected for the adopted budget. The adopted budget projected revenues that were 3.4% above the actual fiscal year ending June 30, 2018 revenues. Actual revenues declined 1.0% during the previous year. o Franchise tax revenue was $225,477.70 (4.8%) 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 $22,211.19 (0.9%), $55,216.48 (8.7%), $74,030.29 (26.3%), $17,596.15 (4.2%) and $56,423.59 (7.8%), respectively. Capital grants 2.3%Charge for Service 94.6%Other 3.2% Revenues for business-type activities CITY OF CAPE GIRARDEAU, MISSOURI 16 o During the current year Ameren paid $212,037.24 (6.3%) less than the previous year. Payments received on electricity sales and natural gas sales decreased $160,145.20 (5.8%) and $51,892.04 (8.2%), respectively, during the current year. Average monthly electric rates were about the same during the current year when compared to the previous year. Average monthly natural gas rates were about 5.4% lower during the current year when compared to the previous year. Projections used in the current year’s budget had assumed electric and natural gas usage at annual usage levels from the three years ending December 31, 2018 and rates that were in effect on February 1, 2019. o During the current year the City received payments in lieu of gross receipt franchise taxes totaling $663,576.41 from its water and sewer funds. This was $36,866.63 (5.3%) less than the previous year The amount of payments in lieu of gross receipts franchise taxes projected for the current year’s budget were based on projected sewer and water revenues for the fiscal year ended June 30, 2019 and 2% water rate increases. Water rate increases of 2% were effective July 1, 2019. o Franchise tax paid during the current year by the City’s telecommunication service providers decreased $51,432.81 (19.8%) from the previous year. The amount of projected franchise tax used in the current year’s budget was based on revenues from the year ending June 30, 2018 adjusted for merger activity in fiscal year ending June 30, 2019. o Franchise tax paid during the current year by the City’s cable TV service provider decreased $8,251.04 (2.0%) from the previous year. The amount of projected franchise tax used in the current year’s budget was 2.2% more than actual revenue from the year ending June 30, 2018. o Property tax revenue increased $160,380.70 (7.9%) over the previous year and was $94,714.75 (5.1%) more than the projected budget. Included in this increase were payments in lieu of taxes from properties included in two tax increment financing districts (TIF) which increased $53,907.51 (63.1%) and exceeded their projected budgets by $42,285.56 (43.6). The remaining property taxes increased $106,473.19 (5.4%) over the previous year and exceeded their projected budgets by $52,429.19 (2.6%). Assessed values finalized by the board of equalization increased $12,803,182 (2.4%) and $8,447,027 (6.6%) for real estate and personal property, respectively. Assessed values from new construction and new annexation totaling $14,344,210 and $100, respectively, were included in the real estate increase. The City’s general tax levy rate was set 0.2% higher than the previous year. The adopted budget for the fiscal year ending June 30, 2020 had assumed 2.0% and 1.0% assessed value growth for real estate and personal property, respectively and no levy increases. o Business license revenue decreased $41,404.45 (3.1%) from the previous year and was $63,563.06 (4.6%) less than the projected budget. The adopted budget projected revenues that were 4.8% greater than projected fiscal year ending June 30, 2018 revenues.  Other license and permit revenue was $4,374.23 (1.4%) more than the previous year and was $18,944.72 (6.5%) more than the projected budget.  Intergovernmental revenue exceeded revenue projected for the original budget by $379,000.59 (65.4%). This year’s intergovernmental revenue included $18,308.03 in revenues from various public safety capital grants, $158,288.91 for emergency shelter grants, $94,420.38 in disaster relief payments and $235,960.77 for CARES Act funding for COVID-19 related operating and capital expenditures. None of these revenues had been projected in the current year’s budget. The current budget projected $527,260.00 in grants for public safety operating expenses and $52,000 for revenue from a county business surtax. Actual revenue was $129,690.60 (24.6%) less and $1,713.10 more than these amounts, respectively, during the current year.  Service charges were $148,446.52 (36.0%) more than the previous year’s revenue and were $54,748.20 (8.9%) short of the amount projected in the current year’s budget. Actual court revenues, development fees, fire service revenue, police service revenue, and other service revenue were ($14,696.47) (25.0%), CITY OF CAPE GIRARDEAU, MISSOURI 17 $30,322.20 (21.2%), $6,526.50 (12.7%), $88,423.70 (39.1%) and ($2,916.17) (7.5%) more (less), respectively, than their current year’s budgets and increased (declined) ($17,405.16) (22.8%), $11,521.89 (8.9%), $14,222.10 (38.1%), $100,631.82 (80.0%) and ($2,516.17) (6.0%), respectively, from the previous year’s actual. New prisoner housing fees were implemented this year. Actual revenue from this new revenue was $41,992.04 during current year and fell $162,407.96 (386.8%) short of the amount projected for the budget. o Fines and forfeits revenue fell short of its budget by $198,074.33 (29.2%) and was $201,576.08 (29.5%) less than the previous year. The adopted budget for fiscal year ending June 30, 2020 had assumed revenue levels equal to the 3% above projected revenue for fiscal year ending June 30, 2019. Traffic cases handled by the municipal court decreased 67.2% from the previous year.  During the current fiscal year total expenditures were $574,996.38 (2.3%) more than the original budget. Operating expenditures were $184,046.12 (0.7%) more than their original budget. $390,950.26 was spent on capital purchases during the current year. The original budget included no capital expenditures.  Transfers to other funds for operating subsidies were $273,069.53 (6.3%) less than original budget. The current year included $104,508.88 in transfers to cover capital expenditures in other funds. These transfers were not included in the original budget. 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 $1,594,752.00 (5.5%) more than the original adopted budget. During the current year the City Council appropriated this additional amount which can be summarized as follows: Administration - $61,482.00 to outsource payroll processing, $43,000.00 in cyber insurance costs and $231,035.00 in operating and capital CARES Act spending not included in the original budget. Development Services – $160,000.00 to cover grant funded community assistance expenditures, $60,950.00 for redevelopment agreement payments and $16,850.00 in additional dues for an area-wide planning organization, not included in the original budget. Public Safety – The following unbudgeted costs required additional funds - $16,117.00 to cover the purchase of equipment funded by a police capital grant, $29,984.00 for costs associated with fire operating grants, $36,000.00 to purchase radios for police officers stationed at a local hospital, $218,700.00 to upgrade the 911 system, $19,950.00 to replace the UPS system in the City’s 911 communications area, $200,000.00 for costs associated with the addition of new positions in both Police and Fire departments, $22,500.00 for the recruiting of a new Fire chief, and $10,000.00 in additional building repair costs. General Fund Transfer to Parks and Recreation Fund – $460,000.00 to cover an additional operating subsidy. General Fund Transfer to Sports Complex Fund – $8,184.00 to cover the cost of replacing a storm- damaged fence. 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 18 During the year the City Manager authorized the transfer of $170,000.00 from the original Administrative contingency budget to the following departments: Public Safety – $10,000.00 to cover unbudgeted costs related to the installation of bunk room cubicle doors at Fire Stations #2, #3, and #4, $120,000.00 to cover salary costs not budgeted and $12,075.00 to cover unbudgeted equipment repairs and maintenance. Administration - $3,200.00 to cover unbudgeted costs related to the purchase of iPads for the city council; $17,000.00 for unbudgeted costs to run census public service announcements; $2,500.00 for unbudgeted costs to begin the OneCape initiative and $2,225.00 to pay for unbudgeted legal services. Development Services – $3,000.00 to cover unbudgeted Mississippi River Cities membership dues. 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, 2020 amounts to $393,075,579.19 (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 $3,584,502.26 on approved transportation sales tax projects were incurred this year.  MODOT helped fund $3,315.82 of preliminary costs for purchasing snow removal equipment at the Airport.  Bond funds were used for the following projects - $61,678.91 to finish the construction of a new police station and $725,883.26 to begin the design/build project of refurbishing the old Common Pleas Courthouse into a new City Hall  Funds received from the Isle of Capri were used to purchase of new plan review software and continue the process of installing a radio interoperability project, $274,555.49 and $1,407,260.24, respectively.  A parks / stormwater sales tax was used to fund $928,691.30 in parks projects and $661,707.97 in stormwater projects during the current year.  Construction costs totaling $975,150.89 on various water system projects were incurred this year. Major water system improvements included the installation of a new booster pump stations, the replacement of the automatic transfer switch and the planning fees for rehab of several aspects at the main water plant, various water distribution improvements and main extensions and the continuation of the two-inch water main replacement program.  Sewer project costs amounted to $947,277.79 in capital expenditures during the current year. Projects included floodwall pump station improvements, various sanitary sewer projects, inflow and infiltration program improvements, and additional costs to improve the wastewater treatment plant.  Other equipment purchased totaled $2,850,455.64.  Motor fuel funds in the amount of $2,477.56 were used for our portion of preliminary costs for a new diamond diverging interchange that will be constructed at mile marker 99 on Interstate 55. 2.9% 61.5% 34.2% 1.4% Land Buildings/Equipmen t Infrastructure Construction in Progress CITY OF CAPE GIRARDEAU, MISSOURI 19  Infrastructure additions and improvements totaling $621,090.93 were contributed by developers. These included new streets, sidewalks, sanitary and storm sewers, water lines and street lighting. Long-term debt. At the end of the fiscal year, the City of Cape Girardeau had total debt outstanding of $105,120,765.37. Bonded debt outstanding totaling $66,487,138.10 is secured by revenues of the sewer and water funds and capital improvement sales taxes. The repayment of the remaining debt is subject to annual appropriations. The City’s total long-term debt decreased by $5,466,875.07 (4.9%) during the current fiscal year as a result of $11,229,508.50 in new debt, the early payoff of $9,285,000.00 in water revenue bonds and $7,411,383.57 in amortization and regularly scheduled principal payments.  10,000.00 was spent to improve the mural wall lighting while $6,000.00 was spent on installing new shelters and a playground at Capaha Park. Additional information about the City’s capital assets can be found in note D to the financial statements. During the year $1,835,000.00 in new debt was issued to fund a new City Hall project. The debt service on the new debt will be repaid from a new capital improvement sales tax which replaced an expiring capital improvement sales tax which had previously supported the construction of the City’s sewer plant. Additionally, $9,394,508.50 in water revenue bonds were issued during the year to fund the early retirement of $9,285,000.00 in water 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 2020 2019 2020 2019 2020 2019 Notes payable 2,848,071.35 3,238,521.21 - - 2,848,071.35 3,238,521.21 Special obligation bonds 33,125,598.54 32,698,792.18 2,659,957.38 2,803,493.74 35,785,555.92 35,502,285.92 Revenue bonds 566,900.00 617,000.00 65,920,238.10 71,229,833.31 66,487,138.10 71,846,833.31 36,540,569.89 36,554,313.39 68,580,195.48 74,033,327.05 105,120,765.37 110,587,640.44 City of Cape Girardeau's Capital Assets (net of depreciation) Governmental Business-type Activity Activities Total 2020 2019 2020 2019 2020 2019 Land 9,407,603.71 9,628,796.09 1,985,017.54 1,985,017.54 11,392,621.25 11,613,813.63 Buildings and system improvements 33,751,772.98 34,992,292.39 15,480,406.02 16,069,324.89 49,232,179.00 51,061,617.28 Improvements other than buildings 19,624,441.61 20,252,232.56 154,047,615.42 155,688,259.27 173,672,057.03 175,940,491.83 Equipment 10,397,422.81 10,398,445.88 8,202,722.92 7,368,760.55 18,600,145.73 17,767,206.43 Infrastructure 134,479,704.81 136,497,611.77 - - 134,479,704.81 136,497,611.77 Construction in progress 4,740,605.66 3,161,699.93 958,265.71 2,124,186.43 5,698,871.37 5,285,886.36 Total 212,401,551.58 214,931,078.62 180,674,027.61 183,235,548.68 393,075,579.19 398,166,627.30 CITY OF CAPE GIRARDEAU, MISSOURI 20 Economic Factors and the Next Year’s Budget Commercial development continued to be strong during the year while residential development slowed significantly. Values of commercial permits issued during the year were 30.0% higher than the previous year. Values of residential permits issued during the year were 65.2% lower than the previous year. Commercial and residential permits valued at $68.5 million and $26.7 million were issued this year. Commercial and residential permits valued at $52.7 million and $76.7 million were issued in the previous year. Local employment continues to be stronger than national employment. The City has recovered from most, but not all, of the negative impact of COVID-19 on local employment. The Cape Girardeau County unadjusted unemployment rate was only 3.4% in October 2020. Statewide and national unadjusted unemployment rates were 3.8% and 6.6%, respectively, for this month. The unadjusted unemployment rates were 2.5%, 2.5% and 3.3% for the county, state, and nation, respectively, for the previous October. City construction projects and private development provide significant support to local construction employment. 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 decreased 0.02% while inflation grew at 1.56 %. In the previous year sales tax revenue from the general sales tax decreased 1.05% while inflation grew at 2.07 %. The current year’s sales tax revenue was impacted by COVID-19. Sales tax revenue declined 5.9% during the last quarter of current year from the same quarter in the previous year. The City’s hotel / motel gross receipt tax decreased 6.9% and restaurant gross receipt tax increased 3.1% during the current year. In the previous year they decreased 2.2% and increased 3.2%, respectively. The current year’s hotel / motel and restaurant gross receipt tax revenues were impacted by COVID-19. These revenues declined 45.1% and 15.7%, respectively, during the last quarter of current year from the same quarter in the previous year. 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 2017 the City’s share of the local retail market has improved modestly. 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’s share of the local market appears to have declined modestly. The current fiscal year’s share may have been impacted by COVID-19 which may have caused regional customers to shop at home for the last quarter of the year. Local Economic Development. In the previous 15 years the City has entered into 6 long-term development agreements to reimburse companies for public improvements associated with 5 retail development projects and a hotel / convention center development project from 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, the addition of a 168 room hotel and related 20,000 square foot convention center, and in the conversion of a former Sears’s facility into a call center. Details of these agreements can be found in Note T in the Notes to the Financial Statements section. SALES TAX COMPARISON FY17 FY18 FY19 FY20 Cape Girardeau 44.3% 42.5% 45.0% 44.7% Carbondale 25.0% 25.6% 24.1% 23.3% Jackson 9.8% 10.2% 9.8% 10.1% Perryville 7.5% 8.1% 7.7% 7.8% Sikeston 13.4% 13.6% 13.4% 14.1% 100.0% 100.0% 100.0% 100.0% CITY OF CAPE GIRARDEAU, MISSOURI 21 Payments made by the City pursuant to these agreements totaled $642,568 during the current year. Payments totaling $5,463,711 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, 2021 and financial condition The adopted general fund budget for the fiscal year ending June 30, 2021, was projected to produce a $141,180 deficit and included a 1.0% wage increase effective July 1, 2020. Projected revenues used in preparing the budget were based on conservative revenue assumptions that assumed no negative impact from the COVID-19 pandemic. The approved general fund budget projects decreasing the emergency reserved fund balance by $6,480 to it legally required amount of $3,729,106. Although the City’s current financial position has deteriorated over the past five years it still has more than adequate fund balance to cover existing claims and potential emergencies. The City’s general fund ended the current year with $1,547,576.09 in unassigned fund balances and $3,844,442.00 in fund balances restricted for emergencies. Five years ago these balances were $2,731,862.99 and $3,375,657.00, respectively. Its financial condition or its ability to provide enough reoccurring revenues to meet its reoccurring needs has deteriorated over the past five years. Funding of equipment for the general and airport funds, excluding police, fire is still not at desired levels. Projections included in the 2020 – 2021 adopted budget show unassigned balances will disappear by June 30, 2024 with current spending patterns and revenue sources 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 $ 47,672,385.04 $ 16,065,651.87 $ 63,738,036.91 Cash and cash equivalents 71,492.62 - 71,492.62 Investments 352,748.05 - 352,748.05 Taxes receivable 3,502,553.53 - 3,502,553.53 Utility charges receivable - 2,286,041.42 2,286,041.42 Special Assessments receivable 349,316.18 25,619.78 374,935.96 Interest receivable 268.95 278.86 547.81 Other receivables 1,002,584.10 90,441.70 1,093,025.80 Motor fuel receivable 127,206.89 - 127,206.89 Grants receivable 872,532.87 10,951.37 883,484.24 Inventory 235,278.14 760,862.79 996,140.93 Prepaid items 431,410.55 56,682.08 488,092.63 Internal balances 591,135.40 (591,135.40) - Total current assets 55,208,912.32 18,705,394.47 73,914,306.79 Noncurrent assets: Restricted cash and cash equivalents - 5,954,399.88 5,954,399.88 Net pension assets 1,581,371.95 545,467.49 2,126,839.44 Land 9,407,603.71 1,985,017.54 11,392,621.25 Buildings 33,751,772.98 15,480,406.02 49,232,179.00 Land Improvements 19,624,441.61 154,047,615.42 173,672,057.03 Equipment 10,397,422.81 8,202,722.92 18,600,145.73 Infrastructure 134,479,704.81 - 134,479,704.81 Construction in process 4,740,605.66 958,265.71 5,698,871.37 Total noncurrent assets 213,982,923.53 187,173,894.98 401,156,818.51 Total assets 269,191,835.85 205,879,289.45 475,071,125.30 Deferred outflows of resources: Deferred outflow from pension plan 4,626,786.91 489,571.42 5,116,358.33 Deferred outflow from retiree health plan 903,929.20 156,545.80 1,060,475.00 Total deferred outflows of resources 5,530,716.11 646,117.22 6,176,833.33 See Accompanying Notes to Basic Financial Statements. Primary Government City of Cape Girardeau Statement of Net Position June 30, 2020 Governmental Activities Business-type Activities Total LIABILITIES Current liabilities: Accounts Payable 1,889,724.26 892,362.85 2,782,087.11 Salaries and benefits payable 1,155,551.54 222,288.41 1,377,839.95 Interest payable 60,874.02 438,248.18 499,122.20 Other liabilities 575,113.85 981,251.71 1,556,365.56 Estimated claims 777,000.00 - 777,000.00 Due to other governments 1,206.64 70,389.16 71,595.80 Unearned revenues 140,401.56 102,957.13 243,358.69 Total current liabilities 4,599,871.87 2,707,497.44 7,307,369.31 Noncurrent liabilities: Estimated landfill post closure costs - 11,000.00 11,000.00 Notes payable 2,848,071.35 - 2,848,071.35 Revenue bonds payable 566,900.00 65,920,238.10 66,487,138.10 Special obligation bonds payable 33,125,598.54 2,659,957.38 35,785,555.92 Compensated absences payable 1,501,954.03 151,072.27 1,653,026.30 Net OPEB obligation 10,379,192.81 845,706.19 11,224,899.00 Net pension liability 27,209.29 9,690.47 36,899.76 Total noncurrent liabilities 48,448,926.02 69,597,664.41 118,046,590.43 Total liabilities 53,048,797.89 72,305,161.85 125,353,959.74 Deferred inflows of resources: Deferred inflow from pension plan 774,321.71 147,841.34 922,163.05 Deferred inflow from retiree health plan 950,852.86 133,043.14 1,083,896.00 Total deferred inflows of resources 1,725,174.57 280,884.48 2,006,059.05 NET POSITION Net investment in capital assets 176,947,600.59 110,855,797.19 287,803,397.78 Restricted for depreciation and replacement - 150,000.00 150,000.00 Restricted for emergency fund 5,063,192.00 3,599,913.00 8,663,105.00 Restricted for mausoleum 102,980.96 - 102,980.96 Unrestricted 37,834,805.95 19,333,650.15 57,168,456.10 Total net position $ 219,948,579.50 $ 133,939,360.34 $ 353,887,939.84 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Statement of Net Position June 30, 2020 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 $ 1,035,345.66 $ - $ - $ - $ (1,035,345.66) $ - $ (1,035,345.66) Development Services 7,071,293.71 1,514,946.95 1,177,307.14 2,984.00 (4,376,055.62) - (4,376,055.62) Public Safety 17,693,029.16 340,043.52 484,801.93 19,895.53 (16,848,288.18) - (16,848,288.18) Public Works 8,198,212.19 22,255.62 - 152,276.43 (8,023,680.14) - (8,023,680.14) Parks and Recreation 6,166,241.21 1,508,804.82 87,437.19 - (4,569,999.20) - (4,569,999.20) Capital Improvements 82,636.91 - - - (82,636.91) - (82,636.91) Administrative 3,539,308.41 1,861,742.87 36.00 - (1,677,529.54) - (1,677,529.54) Total governmental activities 43,786,067.25 5,247,793.78 1,749,582.26 175,155.96 (36,613,535.25) - (36,613,535.25) Business-type activities: Golf Course Fund 720,205.86 486,100.41 - - - (234,105.45) (234,105.45) Indoor Sports Complex 989,349.51 554,033.51 4,200.00 - - (431,116.00) (431,116.00) Sewer Fund 9,541,326.88 7,110,531.11 68,404.81 208,748.51 - (2,153,642.45) (2,153,642.45) Solid Waste Fund 4,727,806.71 4,782,011.02 41,345.58 - - 95,549.89 95,549.89 Sporting Complexes Fund 1,346,108.13 326,219.15 4,250.00 - - (1,015,638.98) (1,015,638.98) Water Fund 7,943,673.20 6,892,217.53 16,535.31 275,318.67 - (759,601.69) (759,601.69) Total business-type activities 25,268,470.29 20,151,112.73 134,735.70 484,067.18 - (4,498,554.68) (4,498,554.68) Total primary government $ 69,054,537.54 $ 25,398,906.51 $ 1,884,317.96 $ 659,223.14 (36,613,535.25) (4,498,554.68) (41,112,089.93) 2,655,216.95 - 2,655,216.95 28,463,968.69 - 28,463,968.69 4,440,341.30 - 4,440,341.30 1,490,308.96 - 1,490,308.96 2,260,435.25 - 2,260,435.25 1,315,436.94 - 1,315,436.94 56,545.65 - 56,545.65 2,430,457.72 - 2,430,457.72 383,043.95 - 383,043.95 1,497,927.03 524,651.66 2,022,578.69 (228,796.34) 12,525.00 (216,271.34) (7,396,323.94) 7,396,323.94 - 37,368,562.16 7,933,500.60 45,302,062.76 755,026.91 3,434,945.92 4,189,972.83 219,172,477.54 130,505,325.70 349,677,803.24 Prior period adjustment 21,075.05 (911.28) 20,163.77 $ 219,948,579.50 $ 133,939,360.34 $ 353,887,939.84 Net position - beginning Net position - ending See Accompanying Notes to Basic Financial Statements. Unrestricted investment earnings Gain or Loss on sale of assets Special items: Transfers Total general revenues, special items, and transfers Change in net position Unrestricted grants and contributions 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 Net (Expense) Revenue and Changes in Net Position City of Cape Girardeau Statement or Activities For the Year Ended June 30, 2020 FUND FINANCIAL STATEMENTS General Fund Airport Fund Parks and Recreation Fund Casino Revenue Fund Transportation Sales Tax V Total Nonmajor Funds Total Governmental Funds ASSETS Current assets: Cash and cash equivalents $ 13,315.00 $ - $ - $ - $ - $ 58,177.62 $ 71,492.62 Pooled cash and investments 5,053,042.12 53,638.34 1,181,424.35 4,752,057.32 12,453,162.67 18,677,304.31 42,170,629.11 Receivables- Real estate taxes, net 207,791.37 - - - - 39,098.66 246,890.03 Property taxes, net 32,073.90 - - - - 6,009.28 38,083.18 Sales tax 945,020.61 - - - 463,925.82 1,176,821.79 2,585,768.22 Franchise taxes 431,802.82 - - - - - 431,802.82 Hotel & motel tax - - - - - 62,059.09 62,059.09 Restaurant tax - - - - - 137,950.19 137,950.19 Special assessments 289,939.78 - - - - 59,376.40 349,316.18 Other 404,841.71 120,858.99 25,447.85 217,658.62 - 45,635.14 814,442.31 Motor fuel tax - - - - - 73,067.19 73,067.19 Vehicle license fees - - - - - 16,303.84 16,303.84 Motor vehicle sales tax - - - - - 37,835.86 37,835.86 Grants 96,795.73 763,455.08 - - - 12,055.00 872,305.81 Other funds 535,307.19 - - - - - 535,307.19 Inventory 222.52 23,015.89 17,194.17 - - 14,304.91 54,737.49 Prepaid items 162,769.24 14,803.27 20,021.76 - - 71,306.50 268,900.77 Total Current assets 8,172,921.99 975,771.57 1,244,088.13 4,969,715.94 12,917,088.49 20,487,305.78 48,766,891.90 Noncurrent assets: Advances to other funds - - - 1,246,848.20 - - 1,246,848.20 Total Noncurrent assets - - - 1,246,848.20 - - 1,246,848.20 Total assets $ 8,172,921.99 $ 975,771.57 $ 1,244,088.13 $ 6,216,564.14 $ 12,917,088.49 $ 20,487,305.78 $ 50,013,740.10 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Balance Sheet Governmental Funds June 30, 2020 General Fund Airport Fund Parks and Recreation Fund Casino Revenue Fund Transportation Sales Tax V Total Nonmajor Funds Total Governmental Funds LIABILITIES Current liabilities: Accounts payable $ 472,675.20 $ 116,077.25 $ 109,005.15 $ 8,277.80 $ 159,928.37 $ 922,011.33 $ 1,787,975.10 Salaries and benefits payable 879,703.52 31,153.00 151,137.20 - - 6,157.54 1,068,151.26 Other liabilities 502,220.96 53,090.97 19,801.92 - - - 575,113.85 Due to other governments - - - - - 1,206.64 1,206.64 Payable to other funds - 506,412.84 - - - 28,894.35 535,307.19 Unearned revenues 22,960.60 1,897.28 115,543.68 - - - 140,401.56 Deferred revenues 526,771.74 - - - - 103,364.60 630,136.34 Total Current liabilities 2,404,332.02 708,631.34 395,487.95 8,277.80 159,928.37 1,061,634.46 4,738,291.94 Total liabilities 2,404,332.02 708,631.34 395,487.95 8,277.80 159,928.37 1,061,634.46 4,738,291.94 FUND BALANCES (DEFICITS) Nonspendable 164,869.24 14,803.27 20,021.76 1,246,848.20 - 71,306.50 1,517,848.97 Restricted 4,030,784.63 206,929.00 414,226.00 - 12,757,160.12 17,458,729.87 34,867,829.62 Committed - - - 4,961,438.14 - - 4,961,438.14 Assigned 25,360.01 45,407.96 414,352.42 - - 1,901,077.01 2,386,197.40 Unassigned 1,547,576.09 - - - - (5,442.06) 1,542,134.03 Total fund balances (deficits) 5,768,589.97 267,140.23 848,600.18 6,208,286.34 12,757,160.12 19,425,671.32 45,275,448.16 Total liabilities and fund balances (deficits) $ 8,172,921.99 $ 975,771.57 $ 1,244,088.13 $ 6,216,564.14 $ 12,917,088.49 $ 20,487,305.78 $ 50,013,740.10 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Balance Sheet Governmental Funds June 30, 2020 $45,275,448.16 210,570,602.14 6,319,857.79 5,299,798.43 (110,778.58) (36,540,569.89) (10,075,883.97) (1,420,030.92) 630,136.34 $219,948,579.50 The notes to financial statements are an integral part of this statement. City of Cape Girardeau Reconciliation of Balance Sheet To the Statement of Net Position June 30, 2020 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 debts 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 is 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 General Fund Airport Fund Parks and Recreation Fund Casino Revenue Fund Transportation Sales Tax V Total Nonmajor Funds Total Governmental Funds REVENUES Taxes $ 17,180,009.20 $ - $ - $ 2,142,834.91 $ 5,053,646.33 $ 15,843,812.93 $ 40,220,303.37 Licenses & permits 1,626,981.66 - - - - 3,797.00 1,630,778.66 Intergovernmental 958,260.59 965,459.08 - - 17,781.43 1,556,946.09 3,498,447.19 Charges for services 560,951.80 499,938.95 1,259,337.10 - - 106,168.40 2,426,396.25 Internal charges 1,154,321.48 - - - - - 1,154,321.48 Fines and forfeits 481,025.67 - - - - - 481,025.67 Miscellaneous 419,279.30 282,619.02 17,220.28 - - 109,787.95 828,906.55 Investment revenue 153,442.15 772.60 26,327.65 182,963.50 353,627.22 606,741.24 1,323,874.36 Special assessments 31,948.94 - - - - 4,482.67 36,431.61 Total revenues 22,566,220.79 1,748,789.65 1,302,885.03 2,325,798.41 5,425,054.98 18,231,736.28 51,600,485.14 EXPENDITURES Current: Administrative 3,107,210.80 - - 88,108.15 - - 3,195,318.95 Development Services 2,631,386.97 1,773,400.92 - - 262,125.68 1,316,136.59 5,983,050.16 Parks and Recreation 1,633,783.53 - 2,813,616.21 - - 106,164.30 4,553,564.04 Public Safety 15,029,901.18 - - - - 457,245.52 15,487,146.70 Public Works 2,612,695.27 - - - - 83.64 2,612,778.91 Debt service: Administrative charges - - - - - 427.56 427.56 Issuance cost - - - - - 60,000.00 60,000.00 Interest - 21.69 - 69,550.14 - 956,197.34 1,025,769.17 Principal - - - 390,449.86 - 1,425,100.00 1,815,549.86 Capital outlay: Administrative - - - - - - - Capital Improvements - - - - 2,919,766.25 3,161,238.40 6,081,004.65 Development Services - 3,284.59 - - - - 3,284.59 Parks and Recreation 14,845.82 - 22,938.02 - - 250,782.75 288,566.59 Public Safety 384,015.44 - - 1,681,815.73 - 367,276.75 2,433,107.92 Total expenditures 25,413,839.01 1,776,707.20 2,836,554.23 2,229,923.88 3,181,891.93 8,100,652.85 43,539,569.10 Excess (deficiency) of revenues over expenditures (2,847,618.22) (27,917.55) (1,533,669.20) 95,874.53 2,243,163.05 10,131,083.43 8,060,916.04 OTHER FINANCING SOURCES (USES) Transfers out (4,153,281.35) - (334,714.80) (146,680.01) - (13,976,133.02) (18,610,809.18) Transfers in 6,438,794.95 - 1,882,666.34 - - 4,054,302.00 12,375,763.29 Compensation for damages 25,129.96 - 1,981.57 - - - 27,111.53 Asset disposition 145,673.79 - - - - 12,400.00 158,073.79 Bond proceeds - - - - - 1,835,000.00 1,835,000.00 Total other financing source (uses) 2,456,317.35 - 1,549,933.11 (146,680.01) - (8,074,431.02) (4,214,860.57) SPECIAL ITEMS Net change in fund balances (391,300.87) (27,917.55) 16,263.91 (50,805.48) 2,243,163.05 2,056,652.41 3,846,055.47 Fund balances - beginning 6,136,390.84 295,057.78 832,336.27 6,259,091.82 10,513,997.07 17,369,018.91 41,405,892.69 Prior period adjustments 23,500.00 - - - - - 23,500.00 Fund balances - ending $ 5,768,589.97 $ 267,140.23 $ 848,600.18 $ 6,208,286.34 $ 12,757,160.12 $ 19,425,671.32 $ 45,275,448.16 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, 2020 $3,846,055.47 Governmental funds report capital outlays as expenditures. In the statement of activities capital outlays are not expensed, but the cost of the outlays are allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which depreciation was more or (less) than capital outlays. (2,330,732.82) 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.(730,167.20) 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. 98,599.27 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..(57,526.77) Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in governmental funds.10,945.36 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.(117,568.46) Accrued expenses which are included in governmental activities in the statement of net position are not included in the governmental fund because they are not payable from current financial resources.21,678.56 Long-term debts 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.13,743.50 $755,026.91 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, 2020 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: Pooled cash and investments $ 5,984,854.12 $ 7,166,535.74 $ 2,199,800.60 $ 205,952.15 $ 215,765.01 $ 292,744.25 $ 16,065,651.87 $ 5,501,755.93 Investments - - - - - - - 352,748.05 Utilities charges, net 885,518.10 962,949.80 437,573.52 - - - 2,286,041.42 - Special assessments 20,838.53 4,781.25 - - - - 25,619.78 - Other 29,118.86 31,568.58 25,554.26 - 4,200.00 - 90,441.70 188,141.79 Receivable from other funds 1,472.00 - - - - - 1,472.00 - Interest 278.86 - - - - - 278.86 268.95 Grants 4,633.91 1,318.55 4,498.91 - - 500.00 10,951.37 227.06 Inventory - 711,033.89 - 9,376.75 7,371.11 33,081.04 760,862.79 180,540.65 Prepaid items 25,796.55 20,350.85 7,414.60 286.50 630.08 2,203.50 56,682.08 162,509.78 Total current assets 6,952,510.93 8,898,538.66 2,674,841.89 215,615.40 227,966.20 328,528.79 19,298,001.87 6,386,192.21 Noncurrent assets: Rest Cash and Cash Equivalents 5,954,399.88 - - - - - 5,954,399.88 - Net pensions assets 320,446.96 31,099.60 149,828.92 43,103.59 988.42 - 545,467.49 17,726.66 Land 537,677.99 - 112,239.55 - 1,335,100.00 - 1,985,017.54 37,500.00 Buildings 8,093,163.64 356,243.98 4,928,941.51 163,674.80 12,223,149.43 1,015,897.21 26,781,070.57 53,906.45 Equipment 7,878,138.48 2,944,466.33 4,469,624.99 654,535.66 186,127.19 568,949.72 16,701,842.37 6,562,137.78 Other improvements 159,061,084.69 68,902,997.92 344,022.92 1,972,744.42 - 3,436,902.60 233,717,752.55 155,653.19 Construction in progress 596,192.04 362,073.67 - - - - 958,265.71 - Accumulated depreciation (62,591,146.59) (28,269,725.58) (3,919,242.24) (1,551,259.73) (1,043,335.81) (2,095,211.18) (99,469,921.13) (4,978,247.98) Total noncurrent assets 119,849,957.09 44,327,155.92 6,085,415.65 1,282,798.74 12,702,029.23 2,926,538.35 187,173,894.98 1,848,676.10 Total assets 126,802,468.02 53,225,694.58 8,760,257.54 1,498,414.14 12,929,995.43 3,255,067.14 206,471,896.85 8,234,868.31 DEFERRED OUTFLOWS OF RESOURCES Deferred outflow from pension plan 209,506.70 39,071.78 157,083.14 37,072.90 (146.11) 46,983.01 489,571.42 124,868.65 Deferred outflow from retiree health plan 52,843.73 7,083.60 60,764.37 15,728.18 4,968.40 15,157.52 156,545.80 51,883.26 Total deferred outflows of resources 262,350.43 46,155.38 217,847.51 52,801.08 4,822.29 62,140.53 646,117.22 176,751.91 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, 2020 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 170,268.00 388,812.74 226,018.33 19,667.39 32,985.51 54,610.88 892,362.85 101,749.16 Salaries and benefits payable 67,226.36 10,750.98 46,987.08 23,367.92 22,644.05 51,312.02 222,288.41 37,495.72 Interest payable 431,415.68 - 6,832.50 - - - 438,248.18 - Other liabilities 417,517.06 356,707.91 186,982.14 20,044.60 - - 981,251.71 - Estimated claims payable - - - - - - - 777,000.00 Payable to other funds - - 1,472.00 - - - 1,472.00 - Due to other governments 22,984.56 47,404.60 - - - - 70,389.16 - Unearned revenues - - - 36,899.41 34,873.22 31,184.50 102,957.13 - Current portion of long-term debt Revenue bonds payable 4,840,000.00 525,000.00 - - - - 5,365,000.00 - Special oblig bonds payable - - 150,000.00 - - - 150,000.00 - Total current liabilities 5,949,411.66 1,328,676.23 618,292.05 99,979.32 90,502.78 137,107.40 8,223,969.44 916,244.88 Noncurrent liabilities: Net OPEB Obligation 338,485.80 43,276.75 291,596.07 104,428.53 11,655.51 56,263.53 845,706.19 356,739.87 Net pensions liability - - - - - 9,690.47 9,690.47 27,209.29 Compensated absences payable 39,936.48 2,538.69 49,926.32 18,848.63 15,299.18 24,522.97 151,072.27 81,923.11 Advances from other funds - - 1,246,848.20 - - - 1,246,848.20 - Revenue bonds payable 51,768,000.00 8,787,238.10 - - - - 60,555,238.10 - Special oblig bonds payable - - 2,509,957.38 - - - 2,509,957.38 - Est landfill post closure cost - - 11,000.00 - - - 11,000.00 - Total noncurrent liabilities 52,146,422.28 8,833,053.54 4,109,327.97 123,277.16 26,954.69 90,476.97 65,329,512.61 465,872.27 Total liabilities 58,095,833.94 10,161,729.77 4,727,620.02 223,256.48 117,457.47 227,584.37 73,553,482.05 1,382,117.15 DEFERRED INFLOWS OF RESOURCES Deferred inflow from pension plan 77,583.19 7,219.38 24,111.55 6,285.22 14,202.48 18,439.52 147,841.34 8,556.59 Deferred inflow from retiree health plan 47,894.89 6,129.39 50,111.81 13,577.68 3,625.24 11,704.13 133,043.14 45,375.89 Total deferred inflows of resources 125,478.08 13,348.77 74,223.36 19,862.90 17,827.72 30,143.65 280,884.48 53,932.48 NET POSITION Invested in capital assets, net of related debt 56,967,110.25 34,989,038.32 2,032,374.31 1,239,695.15 12,701,040.81 2,926,538.35 110,855,797.19 1,830,949.44 Restricted for depreciation and replacement - 150,000.00 - - - - 150,000.00 - Restricted for emergencies 1,582,833.00 977,229.00 678,409.00 89,522.00 115,091.00 156,829.00 3,599,913.00 - Unrestricted 10,293,563.18 6,980,504.10 1,465,478.36 (21,121.31) (16,599.28) (23,887.70) 18,677,937.35 5,144,621.15 Total net position $ 68,843,506.43 $ 43,096,771.42 $ 4,176,261.67 $ 1,308,095.84 $ 12,799,532.53 $ 3,059,479.65 133,283,647.54 $ 6,975,570.59 - - - - 655,712.80 - $ 133,939,360.34 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, 2020 Business-type Activities 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 $ 4,639,373.42 $ 4,117,001.80 $ 2,839,256.65 $ - $ - $ - $ 11,595,631.87 $ - Commercial charges 2,231,673.12 2,531,248.89 49,159.25 - - - 4,812,081.26 - Transfer station charges - - 1,680,454.57 - - - 1,680,454.57 - Other fees and charges 105,707.03 198,692.71 44,384.80 - - - 348,784.54 12,494.86 Concession revenues - - - 48,269.49 74,738.32 49,603.74 172,611.55 - Internal charges 5,163.57 - - - - - 5,163.57 7,436,074.44 Usage fees - - - 436,789.55 479,253.19 245,615.49 1,161,658.23 1,026.56 Miscellaneous 2,382.82 23,475.39 158,187.25 1,041.37 4,242.00 190.31 189,519.14 970.77 Total operating revenues 6,984,299.96 6,870,418.79 4,771,442.52 486,100.41 558,233.51 295,409.54 19,965,904.73 7,450,566.63 OPERATING EXPENSES Personnel services 1,755,464.60 305,462.83 1,255,135.30 379,160.84 387,198.59 599,824.03 4,682,246.19 1,067,731.73 Materials & supplies 767,668.36 1,381,854.17 200,372.64 99,762.85 121,274.48 145,814.20 2,716,746.70 564,257.62 Contractual services 909,147.69 3,142,167.99 2,164,857.78 55,659.27 105,773.64 115,142.84 6,492,749.21 5,797,623.41 General operating expenses 390,348.41 363,643.51 19,492.16 2,193.76 1,807.81 3,475.01 780,960.66 69,534.94 Special programs 20,771.96 138.00 139,569.16 909.83 32,485.82 64,930.32 258,805.09 1,590.05 Internal service expenses 167,132.71 210,530.83 325,799.38 44,856.36 10,010.00 60,568.40 818,897.68 7,989.00 Depreciation 4,350,189.96 1,988,802.32 407,268.87 131,845.87 325,219.01 344,611.99 7,547,938.02 389,195.48 Total operating expenses 8,360,723.69 7,392,599.65 4,512,495.29 714,388.78 983,769.35 1,334,366.79 23,298,343.55 7,897,922.23 Operating income (loss) (1,376,423.73) (522,180.86) 258,947.23 (228,288.37) (425,535.84) (1,038,957.25) (3,332,438.82) (447,355.60) NONOPERATING REVENUES (EXPENSES) Intergovernmental 68,404.81 16,535.31 41,345.58 - - 4,250.00 130,535.70 11,587.27 Investment revenue 210,328.48 248,880.23 51,330.92 5,536.10 3,706.11 4,869.82 524,651.66 174,052.67 Gain from sale of asset 2,775.00 1,100.00 7,200.00 1,450.00 - - 12,525.00 - Compensation for damages 12,222.15 21,798.74 10,568.50 - - 30,809.61 75,399.00 61,298.75 Loss on sale of asset - - (75,941.17) - - - (75,941.17) - Interest and other charges (1,145,268.05) (393,307.48) (99,249.09) - - - (1,637,824.62) - Issuance costs - (147,162.50) - - - - (147,162.50) - Total nonoperating revenues (expenses) (851,537.61) (252,155.70) (64,745.26) 6,986.10 3,706.11 39,929.43 (1,117,816.93) 246,938.69 Income (loss) before contributions and transfers (2,227,961.34) (774,336.56) 194,201.97 (221,302.27) (421,829.73) (999,027.82) (4,450,255.75) (200,416.91) Contributed cap - connect fee 114,009.00 - - - - - 114,009.00 - Contributed cap - developers 208,748.51 275,318.67 - - - - 484,067.18 - Contributed cap - government 928,691.30 - - 183,450.00 8,481.59 14,305.16 1,134,928.05 - Transfers in 5,147,432.84 301,230.13 - 75,732.84 90,519.20 646,480.88 6,261,395.89 - Transfers out - - - - - - - (26,350.00) Change in net position 4,170,920.31 (197,787.76) 194,201.97 37,880.57 (322,828.94) (338,241.78) 3,544,144.37 (226,766.91) Total net position - beginning 64,672,675.34 43,295,381.24 3,982,059.70 1,270,215.27 13,122,361.47 3,397,721.43 129,740,414.45 7,202,337.50 Prior period adjustment (89.22) (822.06) - - - - (911.28) - Total net position - ending $ 68,843,506.43 $ 43,096,771.42 $ 4,176,261.67 $ 1,308,095.84 $ 12,799,532.53 $ 3,059,479.65 $ 133,283,647.54 $ 6,975,570.59 Adjustments to reflect the consolidation of internal service fund activities related to the enterprise funds (109,198.45) Change in net position of business-type activities 3,434,945.92 Business-type Activities The notes to financial statements are an integral part of this statement. City of Cape Girardeau Statement of Revenues, Expenses, and Changes in Net Position Proprietary Funds For the Year Ended June 30, 2020 Government Total Activities Indoor Sports Sports Proprietary Internal Service Sewer Water Solid Waste Golf Course Complex Complexes Funds Funds $ 6,974,322.63 $ 7,125,148.80 $ 4,672,457.66 $ 501,849.83 $ 650,325.88 $ 409,218.84 $ 20,333,323.64 $ 209,342.19 5,163.57 - 49,159.25 - - - 54,322.82 7,373,216.68 (0.00) (0.00) (0.00) - - - (0.00) 2,529.35 (1,720,707.68) (4,497,043.49) (2,371,093.13) (192,332.27) (331,395.48) (412,147.53) (9,524,719.58) (6,720,915.53) (1,737,948.64) (298,079.59) (1,210,168.99) (361,287.87) (378,025.42) (575,544.24) (4,561,054.75) (999,240.26) (169,688.75) (210,530.83) (325,799.38) (44,856.36) (10,610.06) (60,568.40) (822,053.78) (7,989.00) (334,049.49) (329,526.92) - - - - (663,576.41) - (17,911.22) (275,133.14) - - - - (293,044.36) - Other payments (138.00) (138.00) (138.00) - - - (414.00) - - 2,999,042.42 1,514,696.83 814,417.41 (96,626.67) (69,705.08) (639,041.33) 4,522,783.58 (143,056.57) 1,697,432.84 - - 75,732.84 90,519.20 646,480.88 2,510,165.76 - - - - - - - - (26,350.00) - - (12,369.09) - - - (12,369.09) - 50,992.86 9,889.11 14,142.60 - - 3,750.00 78,774.57 - 2,165.14 - - - - - 2,165.14 11,360.21 - - 14,808.31 - - - 14,808.31 - Short-term advance from other funds - - 240.00 - - - 240.00 - Short-term advance to other funds (240.00) - - - - - (240.00) - Repayment of long-term advance from other funds - - (20,454.69) - - - (20,454.69) - Insurance claims - storm damage - - 110.00 - - 30,809.61 30,919.61 - 1,750,350.84 9,889.11 (3,522.87) 75,732.84 90,519.20 681,040.49 2,604,009.61 (14,989.79) - - - - - - - - 116,139.00 - - 183,450.00 8,481.59 14,305.16 322,375.75 - Federal grants - - - - - - - - State grants - - - - - - - - (265,505.99) (254,784.95) (1,138,863.93) (183,450.00) (8,481.59) (11,247.56) (1,862,334.02) (375,811.33) (856,532.29) (808,910.92) - - - (11,057.60) (1,676,500.81) - (4,800,000.00) (620,000.00) (145,000.00) - - - (5,565,000.00) - (1,208,447.48) (404,811.19) (85,718.44) - - - (1,698,977.11) - - (9,447,565.63) - - - - (9,447,565.63) - - 9,394,508.50 - - - - 9,394,508.50 - Issuance cost of capital debt - (147,162.50) - - - - (147,162.50) - - 85.00 - 1,450.00 - - 1,535.00 - - 24,829.90 - - - - 24,829.90 - Long-term advance for capital acquisitions - - 855,000.00 - - - 855,000.00 - - 299,848.33 - - - - 299,848.33 - 3,450,000.00 (0.00) - - - 0.00 3,450,000.00 - (3,564,346.76) (1,963,963.46) (514,582.37) 1,450.00 - (8,000.00) (6,049,442.59) (375,811.33) See Accompanying Notes to Basic Financial Statements. Payments made in lieu of franchise taxes Transfers to other funds Net cash provided (used) by operating activities Net cash (used) by noncapital financing CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Interest paid to other funds Subsidy from federal grant Subsidy from local grant 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, 2020 Business-type Activities - Enterprise Funds Capital contributions Acquisition and construction of capital assets Transfers in for payment of capital related debt Net cash (used) by capital and related financing activities Cost of prepaying capital debt Purchase of capital assets Proceeds from transfer of capital assets Proceeds from capital debt Receipts from interfund services Payments for salaries and benefits Payments for interfund services used Transfers from other funds Remittance of taxes collected from customers Proceeds from sales of capital assets Transfers in for capital acquisitions Subsidy from state grant Principal paid on capital debt Interest paid on capital debt CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Payments to suppliers Government Total Activities Indoor Sports Sports Proprietary Internal Service Sewer Water Solid Waste Golf Course Complex Complexes Funds Funds 160,852.44 187,970.84 32,131.52 3,788.56 1,834.17 2,324.12 388,901.65 124,789.42 (1,411,210.12) 251,406.68 (328,443.69) 15,655.27 (22,648.29) (36,323.28) (1,531,563.43) 409,068.27 (1,250,357.68) 439,377.52 (296,312.17) 19,443.83 (20,814.12) (33,999.16) (1,142,661.78) 533,857.69 (65,311.18) (0.00) (0.00) (0.00) (0.00) - (65,311.18) - 6,019,711.06 - - - - - 6,019,711.06 - Prior period adjustment - - - - - - - - $ 5,954,399.88 $ (0.00) $ (0.00) $ (0.00) $ (0.00) $ (0.00) $ 5,954,399.88 $ - $ (1,376,423.73) $ (522,180.86) $ 258,947.23 $ (228,288.37) $ (425,535.84) $ (1,038,957.25) $ (3,332,438.82) $ (447,355.60) Depreciation expense 4,350,189.96 1,988,802.32 407,268.87 131,845.87 325,219.01 344,611.99 7,547,938.02 389,195.48 35,076.41 50,518.95 142,293.32 6,577.23 17,501.86 12,397.15 264,364.92 (63,142.84) 43,874.90 27,310.81 16,518.49 (1,328.63) 2,122.53 11,435.08 99,933.18 - (3,230.40) (905.74) 1,875.96 3,772.45 750.16 7,464.45 9,726.88 21,359.37 Customer receivables (49,880.33) (32,367.07) (50,883.51) (80.00) (4,200.00) - (137,410.91) - Interfund receivables - - - - - - - (70,048.98) (295.86) Prepaid expenses (12,613.20) (16,399.09) (4,693.30) (55.35) (370.61) (1,287.33) (35,418.88) (29,534.91) OPEB liability (17,837.10) 2,047.91 19,813.32 9,053.97 3,017.99 9,053.97 25,150.06 25,324.21 Pension asset/liability 29,885.91 6,241.07 23,277.03 5,046.55 5,405.02 7,761.37 77,616.95 21,807.89 Inventory - 11,628.53 - (187.46) (1,565.22) (5,341.72) 4,534.13 9,634.67 Unearned revenue - - - (22,982.93) 7,950.02 13,820.96 (1,211.95) - $ 2,999,042.42 $ 1,514,696.83 $ 814,417.41 $ (96,626.67) $ (69,705.08) $ (639,041.33) $ 4,522,783.58 $ (143,056.57) For the Year Ended June 30, 2020 Proprietary Funds Business-type Activities - Enterprise Funds Net change in pooled investments City of Cape Girardeau CASH FLOWS FROM INVESTING ACTIVITIES Interest received 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 Net cash provided by investing activities Statement of Cash Flows Agency funds ASSETS Pooled cash and investments $ 2,300,538.74 Cash and cash equivalents 7,708.69 Prepaid items 32,530.67 Real estate taxes 212,249.80 Property taxes 31,666.14 Grants 18,752.33 Other 84,846.62 Total assets $ 2,688,292.99 LIABILITIES Deferred revenues $ 237,948.57 Accounts payable 63,658.06 Salaries and benefits payable 32,931.93 Other liabilities 2,353,754.43 Total liabilities $ 2,688,292.99 See Accompanying Notes to Basic Financial Statements. City of Cape Girardeau Statement of Fiduciary Net Position June 30, 2020 36 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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 Parks Development Foundation (CGPDF) is also a component unit of the City. The financial statement of this foundation is included as a special revenue fund 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 w ere used solely to retire the debt. All debt was retired and remaining assets, $162.10 in cash, were returned to the City prior to the current year. No activity occurred during the current year. The CGPDF is a not-for-profit corporation organized and existing under Chapter 355 of the Revised Statutes of Missouri. 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 this foundation are included in the financial presentation of the City. This foundation was established to receive donations to be used for the benefit of the City. 37 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 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. 2. Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net position and the statement of activities) report information on all of the non-fiduciary activities of the primary government and its component units. The effect of inter-fund 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 generally 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. 38 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES – Continued 3. Measurement Focus, Basis of Accounting, and Financial Statement Presentation - Continued However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Those revenues susceptible to accrual are property taxes, franchise taxes, special assessments, licenses, interest revenue, and charges for services. Sales taxes collected and held by the state at year-end on behalf of the City also are recognized as revenue. Fines and permit revenues are not susceptible to accrual because, generally, they are not measurable until received in cash. With the current financial resources measurement focus, only current assets and current liabilities are generally included on the balance sheet. 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 V accounts for the receipt and expenditure of a capital improvement sales tax that was approved by voters for street construction and improvements. The City reports the following major proprietary funds: The sewer fund accounts for the operation of the City’s sewage treatment plant, sewage pumping stations, and collection systems. The water fund accounts for the operation of the City’s water treatment plants and distribution systems. The solid waste fund accounts for the operation of the City’s residential solid waste and recycling programs. The golf fund accounts for the operation of the municipal golf course. The indoor sports complex fund accounts for the operation of the City’s new indoors sports complex. 39 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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 the management of 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. 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 non-operating 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 non-operating revenues and expenses. 40 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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. 41 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 8. Inter-fund 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 inter-fund 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, 2020 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. 42 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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. 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 Inter-fund 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 “inter-fund 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 inter-fund loan receivables and payables are reported as advances in the governmental balance sheet and proprietary statement of net position. Fund balances equal to inter- fund 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 inter-fund 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 inter-fund loan receivables on proprietary and government-wide statements of net position. 43 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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 about the fiduciary net position of the Missouri Local Government Employees Retirement System (LAGERS) and additions to/deductions from LAGERS fiduciary net position have been determined on the same basis as they are reported by LAGERS. For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. 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, forty-five retirees and twenty-three 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, 2020, those costs totaled $570,400.00. 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 insurance program and five retiree spouses participating in the dental insurance program as of June 30, 2020. 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, 2020 all infrastructures completed during the fiscal year, including projects started in a previous year, were recorded at their historical costs. 44 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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 March 6, 2021, 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, 2020, and reported at fair value, are as follows: Deposits: Demand Deposits $ 0.00 Interest Bearing Deposit Accounts 36,791,931.37 Total Deposits $ 36,791,931.37 Investments: Negotiable Instruments $29,187,404.67 Total Investments $29,187,404.67 Accrued Interest Revenue $ 59,239.61 Total Pooled Deposits and Investments $66,038,575.65 As of June 30, 2020, the City had the following pooled investments: Investments Maturities Fair Value Negotiable Instruments 07/21/20 – 03/06/26 $29,187,404.67 Total $29,187,404.67 45 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE B - DEPOSITS AND INVESTMENTS - continued Reconciliation of Pooled Cash and Investments to Statements: Governmental Pooled Cash and Investments $47,672,385.04 Business-type Pooled Cash and Investments 16,065,651.87 Fiduciary Pooled Cash and Investments 2,300,538.74 Total Pooled Cash and Investments $66,038,575.65 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, 2020, and reported at fair value, are as follows: Deposits: Demand Deposits $ 218,437.75 Interest Bearing Deposit Accounts 5,815,163.44 Total Deposits $6,033,601.19 Investments: U. S. Treasury Note $ 352,748.05 Total Investments $ 352,748.05 Total Non-pooled Deposits and Investments $6,386,349.24 As of June 30, 2020, the City had the following non-pooled investments U. S. Treasury Note 12/15/20 – 12/15/20 $352,748.05 Total $352,748.05 Reconciliation of Non-pooled Deposits and Investments to Statements: Governmental Cash and Cash Equivalents $ 71,492.62 Governmental Investments 352,748.05 Business-type Restricted Cash and Cash Equivalents 5,954,399.88 Fiduciary Cash and Cash Equivalents 7,708.69 Total Non-pooled Deposits and Investments $6,386,349.24 Custodial Credit Risk: Deposits in financial institutions, reported as components of cash, cash equivalents, and investments, had a bank balance of $72,502,533.75 at June 30, 2020, 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. 46 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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, 2020 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 s ecured 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, 2020, the City had no concentration of credit risk. 47 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE C - PROPERTY TAXES Property taxes attach as an enforceable lien on property as of January 1. Taxes were levied on August 30, 2019, 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 $ .3044/100.00 assessed valuation Public Health .0570/100.00 assessed valuation Special Business District .7076/100.00 assessed valuation #2 (Ad Valorem) Property tax receivable balances as of June 30, 2020 are as follows: Special General Business Public Revenue District, Health Total Current property tax $ 83,463.19 $ 201.67 $ 15,607.82 $ 99,272.68 Delinquent property tax 164,403.01 - 30,796.34 195,199.35 Reserve for doubtful Property taxes (8,000.93) - (1,497.89) ( 9,498.82) Net property tax receivable $239,865.27 $ 201.67 $ 44,906.27 $284,973.21 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, 2020 is as follows: Balance Current Year Balance July 1, 2019 Additions Deductions Depreciation* June 30, 2020** Land $ 9,628,796.09 $ - $ 221,192.38 $ - $ 9,407,603.71 Buildings 34,992,292.39 537,174.68 137,868.96 1,639,825.13 33,751,772.98 Land improvements 20,252,232.56 445,602.29 7,840.00 1,065,553.24 19,624,441.61 Equipment 10,398,445.88 1,909,592.90 133,258.26 1,777,357.71 10,397,422.81 Infrastructure 136,497,611.77 3,510,941.10 - 5,528,848.06 134,479,704.81 Construction in progress 3,161,699.93 6,013,639.81 4,434,734.08 - 4,740,605.66 Total capital assets $214,931,078.62 $12,416,950.78 $4,934,893.68 $10,011,584.14 $ 212,401,551.58 * Includes depreciation expenses from the internal service funds’ assets which are included in the expenses of the governmental activities and business activities on the government-wide Statement of Activities as internal charges. **Includes the internal service funds’ assets which are included as part of the governmental activities assets included on the government-wide Statement of Net Position. 48 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE D - CHANGES IN CAPITAL ASSETS – Continued Following is a summary of the capital assets for business-type activities on the government-wide statement of net position for the year ended June 30, 2020: Balance Current Year Balance July 1, 2019 Additions Deductions Depreciation June 30, 2020 Land $ 1,985,017.54 $ - $ - $ - $ 1,985,017.54 Buildings 16,069,324.89 5,210.29 - (594,129.16) 15,480,406.02 Improvements other than buildings 155,688,259.27 4,385,104.91 - (6,025,748.76) 154,047,615.42 Equipment 7,368,760.55 1,976,878.60 (214,856.13) (928,060.10) 8,202,722.92 Construction in progress 2,124,186.43 2,111,209.42 (3,277,130.14) - 958,265.71 Total capital assets $183,235,548.68 $ 8,478,403.22 $(3,491,986.27) $ (7,547,938.02) $ 180,674,027.61 Depreciation expense was charged to functions as follows in the statement of activities: Governmental Activities: Administrative $ 28,833.66 Development Services 979,805.19 Parks and Recreation 1,442,634.89 Public Safety 1,574,121.06 Public Works 5,596,993.86 Total $ 9,622,388.66 Business-Type Activities: Golf Course $ 131,845.87 Sewer 4,350,189.96 Sporting Complexes 344,611.99 Sportsplex 325,219.01 Solid Waste 407,268.87 Water 1,988,802.32 Total $ 7,547,938.02 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, 2020: Governmental Activities Other Debt* Revenue Bonds Total Debt payable June 30, 2019 $35,937,313.39 $ 617,000.00 $36,554,313.39 Discount/Premium Amortization (33,193.64) - (33,193.64) Issued 1,835,000.00 - 1,835,000.00 Retired (1,765,449.86) (50,100.00) (1,815,549.86) Debt payable June 30, 2020 $35,973,669.89 $ 566,900.00 $36,540,569.89 *Other Debt includes Notes Payable and Special Obligation Bonds. 49 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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, 2020: Business-Type Activities Other Debt* Revenue Bonds Total Debt payable July 1, 2019 $2,803,493.74 $ 71,229,833.31 $74,033,327.05 Discount/Premium Amortization 1,463.64 896.29 2,359.93 Issued - 9,394,508.50 9,394,508.50 Retired (145,000.00) (14,705,000.00) (14,850,000.00) Debt payable June 30, 2020 $2,659,957.38 $ 65,920,238.10 $68,580,195.48 *Other Debt includes Special Obligation Bonds Bonds payable for governmental and business-type activities at June 30, 2020 are comprised of the following individual issues: $ 1,620,000 Sewerage System Revenue Bonds (State Revolving Fund Program) Series 2000 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2021 5.500% $1,620,000.00 $ 44,550.00 $1,664,550.00 $1,620,000.00 $ 44,550.00 $1,664,550.00 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, 2020 was $1,134,000. The reserve fund yields 5.16%. 50 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE E - LONG-TERM OBLIGATIONS – Continued $566,900.00 Waterworks Revenue Bonds, Series 2010 due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Admin Fee Due Total 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 $566,900.00 $45,926.32 $13,994.25 $626,820.57 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. Waterworks System Refunding Revenue Bonds Series 2012A 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%. The bonds were paid off during the year ended June 30, 2020. 51 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE E - LONG-TERM OBLIGATIONS - Continued $24,400,000.00 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 2021 1.430% $ 1,419,000.00 $ 343,879.25 $ 120,237.50 $ 1,883,116.75 2022 1.430% 1,455,000.00 323,458.85 113,097.50 1,891,556.35 2023 1.430% 1,491,000.00 302,523.65 105,777.50 1,899,301.15 2024 1.430% 1,527,000.00 281,073.65 98,277.50 1,906,351.15 2025 1.430% 1,565,000.00 259,101.70 90,595.00 1,914,696.70 2026 1.430% 1,604,000.00 236,586.35 82,722.50 1,923,308.85 2027 1.430% 1,644,000.00 213,506.15 74,652.50 1,932,158.65 2028 1.430% 1,684,000.00 189,853.95 66,382.50 1,940,236.45 2029 1.430% 1,726,000.00 165,622.60 57,910.00 1,949,532.60 2030 1.430% 1,769,000.00 140,790.65 49,227.50 1,959,018.15 2031 1.430% 1,813,000.00 115,336.65 40,327.50 1,968,664.15 2032 1.430% 1,857,000.00 89,253.45 31,207.50 1,977,460.95 2033 1.430% 1,904,000.00 62,533.90 21,865.00 1,988,398.90 2034 1.430% 1,950,000.00 35,142.25 12,287.50 1,997,429.75 2035 1.430% 992,000.00 7,092.80 2,480.00 1,001,572.80 $24,400,000.00 $2,765,755.85 $ 967,047.50 $28,132,803.35 Sewerage System Revenue Bonds through the State of Missouri – Direct Loan Programs were issued by the City on June 19, 2012. A 1% administrative fee and a 1.43% interest rate were originally charged on this loan. Effective January 1, 2018 the administrative fee was reduced to .5%. Principal was 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. 52 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE E - LONG-TERM OBLIGATIONS - Continued $2,549,000.00 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 2021 1.390% $ 150,000.00 $ 34,909.85 $ 12,557.50 $ 197,467.35 2022 1.390% 153,000.00 32,817.90 11,805.00 197,622.90 2023 1.390% 157,000.00 30,677.30 11,035.00 198,712.30 2024 1.390% 161,000.00 28,481.10 10,245.00 199,726.10 2025 1.390% 165,000.00 26,229.30 9,435.00 200,664.30 2026 1.390% 169,000.00 23,921.90 8,605.00 201,526.90 2027 1.390% 173,000.00 21,558.90 7,755.00 202,313.90 2028 1.390% 177,000.00 19,140.30 6,885.00 203,025.30 2029 1.390% 181,000.00 16,666.10 5,995.00 203,661.10 2030 1.390% 185,000.00 14,136.30 5,085.00 204,221.30 2031 1.390% 189,000.00 11,550.90 4,155.00 204,705.90 2032 1.390% 193,000.00 8,909.90 3,205.00 205,114.90 2033 1.390% 197,000.00 6,213.30 2,235.00 205,448.30 2034 1.390% 202,000.00 3,461.10 1,245.00 206,706.10 2035 1.390% 97,000.00 674.15 242.50 97,916.65 $2,549,000.00 $279,348.30 $100,485.00 $2,928,833.30 Sewerage System Revenue Bonds through the State of Missouri – Direct Loan Programs were issued by the City on June 18, 2013. A 1% administrative fee and a 1.39% interest rate were originally charged on this loan. Effective January 1, 2018 the administrative fee was reduced to .5%. Principal was 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. 53 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE E - LONG-TERM OBLIGATIONS - Continued $28,039,000.00 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 2021 1.390% $1,651,000.00 $ 384,036.15 $ 138,142.50 $ 2,173,178.65 2022 1.390% 1,689,000.00 360,955.20 129,840.00 2,179,795.20 2023 1.390% 1,728,000.00 337,346.05 121,347.50 2,186,693.55 2024 1.390% 1,768,000.00 313,187.85 112,657.50 2,193,845.35 2025 1.390% 1,808,000.00 288,473.65 103,767.50 2,200,241.15 2026 1.390% 1,850,000.00 263,196.50 94,675.00 2,207,871.50 2027 1.390% 1,893,000.00 237,335.55 85,372.50 2,215,708.05 2028 1.390% 1,935,000.00 210,876.90 75,855.00 2,221,731.90 2029 1.390% 1,981,000.00 183,820.55 66,122.50 2,230,943.05 2030 1.390% 2,026,000.00 156,131.75 56,162.50 2,238,294.25 2031 1.390% 2,072,000.00 127,810.50 45,975.00 2,245,785.50 2032 1.390% 2,120,000.00 98,842.90 35,555.00 2,254,397.90 2033 1.390% 2,169,000.00 69,208.10 24,895.00 2,263,103.10 2034 1.390% 2,219,000.00 38,885.25 13,987.50 2,271,872.75 2035 1.390% 1,130,000.00 7,853.50 2,825.00 1,140,678.50 $28,039,000.00 $3,077,960.40 $1,107,180.00 $32,224,140.40 Sewerage System Revenue Bonds through the State of Missouri – Direct Loan Programs were issued by the City on June 18, 2013. A 1% administrative fee and a 1.39% interest rate were originally charged on this loan. Effective January 1, 2018 the administrative fee was reduced to .5%. Principal was disbursed on this loan as needed. 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. 54 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE E - LONG-TERM OBLIGATIONS - Continued $2,848,071.73 Note Payable - Southeast Missouri State University Foundation due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 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 2025 2026 2027 3.26% 3.26% 2.77% 2.77% 435,537.95 447,568.41 280,504.28 447,182.03 $2,848,071.73 24,462.05 12,431.59 179,495.72 12,817.97 $371,928.27 460,000.00 460,000.00 460,000.00 460,000.00 $3,220,000.00 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. During the fiscal year ending June 30, 2017, the City entered into an agreement with Southeast Missouri State University for the university to make $1.84 million in improvements to the City’s Capaha Park Baseball Field in exchange for the City amending the original note dated February 4, 2013 to include two additional payments of $460,000.00 due on February 4, 2026 and 2027. The total purchase price of the land 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. The note payable was recorded at the net present value of the payments discounted at 3.26%. The note payable was later adjusted for the two additional payments at the net present value of the payments discounted at 2.77%. 55 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE E - LONG-TERM OBLIGATIONS - Continued $6,925,000.00 Special Obligation Bonds, Series 2015A due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 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 $6,925,000.00 $1,560,596.32 $ 8,485,596.32 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. 56 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE E - LONG-TERM OBLIGATIONS - Continued $17,670,000.00 Special Obligation Bonds, Series 2016 due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 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 $17,670,000.00 $3,760,068.82 $21,430,068.82 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. 57 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE E - LONG-TERM OBLIGATIONS - Continued $8,710,000.00 Special Obligation Bonds, Series 2018 due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 2021 N/A $ 0.00 $ 297,610.00 $ 297,610.00 2022 N/A 0.00 297,610.00 297,610.00 2023 N/A 0.00 297,610.00 297,610.00 2024 N/A 0.00 297,610.00 297,610.00 2025 N/A 0.00 297,610.00 297,610.00 2026 N/A 0.00 297,610.00 297,610.00 2027 N/A 0.00 297,610.00 297,610.00 2028 N/A 0.00 297,610.00 297,610.00 2029 N/A 0.00 297,610.00 297,610.00 2030 N/A 0.00 297,610.00 297,610.00 2031 3.300% 1,755,000.00 297,610.00 2,052,610.00 2032 3.400% 2,460,000.00 239,695.00 2,699,695.00 2033 3.450% 2,540,000.00 156,055.00 2,696,055.00 2034 3.500% 1,955,000.00 68,425.00 2,023,425.00 $8,710,000.00 $3,737,885.00 $12,447,885.00 Principal payments are made annually on June 1, and interest payments are made semi-annually on June 1 and December 1. In October 2018, the City of Cape Girardeau issued $8,710,000.00 of Special Obligation Bonds, Series 2018 with interest rates varying from 3.300% to 3.500%. 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) pay the costs of stormwater and parks projects, and (b) 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. 58 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE E - LONG-TERM OBLIGATIONS - Continued $8,650,000.00 Waterworks Refunding Revenue Bonds, Series 2019 due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 2021 4.000% $ 525,000.00 $ 369,570.56 $ 894,570.56 2022 4.000% 610,000.00 284,150.00 894,150.00 2023 4.000% 635,000.00 259,750.00 894,750.00 2024 4.000% 660,000.00 234,350.00 894,350.00 2025 4.000% 685,000.00 207,950.00 892,950.00 2026 4.000% 710,000.00 180,550.00 890,550.00 2027 4.000% 740,000.00 152,150.00 892,150.00 2028 3.000% 770,000.00 122,550.00 892,550.00 2029 3.000% 795,000.00 99,450.00 894,450.00 2030 3.000% 815,000.00 75,600.00 890,600.00 2031 3.000% 840,000.00 51,150.00 891,150.00 2032 3.000% 865,000.00 25,950.00 890,950.00 $ 8,650,000.00 $2,063,170.56 $10,713,170.56 On October 15, 2019, the City issued $8,650,000.00 of Refunding Revenue Bonds with total proceeds of $9,394,508.50 at a true interest cost of 2.13%. The proceeds were used to refund the outstanding Series 2012A Bonds. The Bonds were issued with interest varying from 3.0% 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, and 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, 2020 NOTE E - LONG-TERM OBLIGATIONS - Continued $17,135,000.00 Special Obligation Bonds, Series 2020 due as follows: Year Ending June 30, Interest Rate Principal Due Interest Due Total 2021 2.460 % $ 0.00 $ 137,880.95 $ 137,880.95 2022 2.460 % 0.00 364,850.46 364,850.46 2023 2.460 % 1,135,000.00 413,259.85 1,548,259.85 2024 2.460 % 1,165,000.00 385,591.68 1,550,591.68 2025 2.460 % 1,190,000.00 355,210.00 1,545,210.00 2026 2.460 % 1,225,000.00 325,094.13 1,550,094.13 2027 2.460 % 1,255,000.00 294,167.48 1,549,167.48 2028 2.460 % 1,280,000.00 263,230.26 1,543,230.26 2029 2.460 % 1,310,000.00 230,256.35 1,540,256.35 2030 2.460 % 1,345,000.00 197,147.48 1,542,147.48 2031 2.460 % 1,380,000.00 163,165.65 1,543,165.65 2032 2.460 % 1,410,000.00 128,676.45 1,538,676.45 2033 2.460 % 1,445,000.00 92,770.02 1,537,770.02 2034 2.460% 1,480,000.00 56,294.03 1,536,294.03 2035 2.460 % 1,515,000.00 18,945.08 1,533,945.08 $17,135,000.00 $3,426,539.87 $20,561,539.87 On January 3, 2020, the City of Cape Girardeau issued $17,135,000.00 of Special Obligation Bonds, Series 2020 with a 2.46% interest rate. The bonds are special obligations of the City payable solely from the revenues derived from annual appropriations by the City Council. Proceeds of the bonds will be received as follows: January 3, 2020 $1,835,000.00 September 15, 2020 2,300,000.00 December 1, 2020 4,000,000.00 June 1, 2021 4,000,000.00 December 1, 2021 5,000,000.00 Interest is only charged on principal that has been received. The bonds were issued by the City for the purpose of providing funds to (a) pay the cost the relocation and renovation of City Hall, and (b) may be used to finance, in any priority, the construction of a new airport terminal and air traffic control tower at Cape Girardeau Regional Airport, improvements to the Waterworks System, and street improvements. Principal payments are made annually on December 1, and interest payments are made semi-annually on June 1 and December 1. 60 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE E - LONG-TERM OBLIGATIONS - Continued The cash and investments available to service revenue bonds are $58,177.62 and $6,436,442.45 for the governmental and business-type activities, respectively. The cash and investments available to service the special obligation bonds are $23,113.81 and $12,852.92 in governmental activities and business-type activities, respectively. The annual requirements to amortize all debt outstanding as of June 30, 2020 including total interest payments of $21,133,729.71 and total administrative fees of $2,188,706.75 are as follows: Special Year Ending Obligation Revenue Promissory June 30, Bonds Bonds Note Total 2021 $ 2,835,269.71 $ 6,874,884.15 $ 460,000.00 $ 10,170,153.86 2022 3,179,714.22 5,225,299.42 460,000.00 8,865,013.64 2023 4,447,348.61 5,241,782.24 460,000.00 10,149,130.85 2024 4,471,330.44 5,256,724.21 460,000.00 10,188,054.65 2025 4,494,436.26 5,271,106.27 460,000.00 10,225,542.53 2026 4,099,320.39 5,285,989.73 460,000.00 9,845,310.12 2027 4,114,293.74 5,305,214.59 460,000.00 9,879,508.33 2028 4,126,175.26 5,320,653.03 - 9,446,828.29 2029 4,150,607.61 5,341,794.89 - 9,492,402.50 2030 4,170,636.24 5,355,513.50 - 9,526,149.74 2031 5,310,659.41 5,310,305.55 - 10,620,964.96 2032 5,130,405.21 5,327,923.75 - 10,458,328.96 2033 5,130,883.78 4,456,950.30 - 9,587,834.08 2034 4,460,852.79 4,476,008.60 - 8,936,861.39 2035 2,328,203.84 2,240,167.95 - 4,568,371.79 2036 474,952.50 - - 474,952.50 $62,925,090.01 $76,290,318.18 $3,220,000.00 $142,435,408.19 61 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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 $ 1,035,132.66 Total $ 1,035,132.66 Business-Type Activities: Sewer $1,145,268.05 Solid Waste 99,249.09 Water 393,307.48 Total $ 1,637,824.62 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 $33,863,356.85. NOTE F - DEFICIT FUND BALANCES/RETAINED EARNINGS Park System Improvements Fund had its total liabilities exceed its total assets by $5,442.06. 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. 62 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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. Effective September 1, 2018 the City began providing benefits to its current employees under the LT- 14 (65) benefit program available through LAGERS. Previously the City was providing benefits to its current employees under the LT-8 (65) benefit program. Future benefits will be based on the final 3 year average salary multiplied by 1.75% 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, 2020 the following employees were covered by the benefits terms: Retirees and Beneficiaries 282 Inactive, Non-retired Members 171 Active Members 375 Total 828 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. Additional adjustments are made to these rates based on the over or under funded status of each plan with additional charges to finance any unfunded accrued liability or credits to use a portion of the assets from plans that have more assets than accrued liability. During the current year employer annual contribution rates were 8.7% (General), 11.3% (Police) and 11.3% (Fire) of annual covered payroll. The original annual required contribution (ARC) was determined as part of the February 28, 2018 annual actuarial valuation using the entry age actuarial cost method. 63 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE G - PENSION PLAN – Continued 5. Net Pension Asset The City’s net pension asset was measured as of June 30, 2020, and the total pension liability used to calculate the net pension asset was determined by an actuarial valuation as of February 29, 2020. 6. Actuarial Assumptions The total pension liability in the February 29, 2020 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 7.15% 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, 2020 valuation were based on the results of an actuarial experience study for the period March 1, 2010 through February 28, 2015. 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: Weighted Average Target Long-Term Expected Asset Class Allocation Real Rate of Return Alpha 15.00% 3.67% Equity 35.00% 4.78% Fixed Income 31.00% 1.41% Real Assets 36.00% 3.29% Strategic Assets 8.00% 5.25% Cash/Leverage 25.00% -0.29% 64 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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 6/30/2019 $ 97,768,559 $ 89,261,250 $ 8,507,309 Changes for the year: Service Cost - 1,882,849 (1,882,849) Interest Difference between expected and actual experience - - 6,382,392 1,327,953 (6,382,392) (1,327,953) Contributions – employer 1,684,304 1,684,304 Net investment income 1,273,966 - 1,273,966 Benefit payments, including refunds (4,383,123) (4,383,123) - Administrative expense (104,476) - (104,476) Other changes 261,510 - 261,510 Net changes (1,267,819) 5,210,071 (6,477,890) Balances at 6/30/2020 $ 96,500,740 $ 94,471,321 $ 2,029,419 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% ($11,644,653) $2,029,419 $13,241,136 65 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE G - PENSION PLAN – Continued 9. Pension Expense, Deferred Outflows of Resources and Deferred Inflows of Resources For the fiscal year ended June 30, 2020 the City recognized pension expense of $2,522,107.06. 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 $ 2,235,711 $ (922,163) $ 1,313,548 Differences in assumptions 390,236 - 390,236 Excess (deficit) in investment returns 2,550,932 - 2,550,932 Total $ 5,176,879 $ (922,163) $ 4,254,716 Amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as follows: Year ended: 2021 200,140 2022 748,527 2023 1,578,289 2024 1,539,740 2025 167,967 Thereafter 20,053 Total $ 4,254,716 10. Payable to the Pension Plan At June 30, 2020 the City reported a payable of $130,159.06 for the outstanding amount of contributions to the pension plan required for the year ended June 30, 2020. 66 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE H - POSTRETIREMENT HEALTHCARE BENEFITS 1. Description The City follows the provisions of GASB Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions. In addition to the relevant disclosures within this note related to GASB Statement No. 75, the financial statements reflect a long-term liability and related expenses of $11,224,899 and $570,400, 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 - 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, 2020, the City paid the full premium cost for eligible retired employees who were hired prior to January 1, 2007. For eligible employees hired on/after January 1, 2007, the City paid a percentage of the full premium cost for retired employees with single coverage according to years of service at retirement. For employees with 10 to 14 years of service at retirement, the City’s subsidy was 50%. The subsidy for employees with 15 to 19 years of service was 60%, 20 to 24 years was 70%, and employees with more than 24 years of service at retirement received 100% subsidy. The retiree is responsible for the full cost of dependent coverage. The plan is financed on a pay-as-you-go basis. 3. Employees Covered by Benefit Terms As of June 30, 2020, the following employees were covered by the benefit terms: Retirees 46 Active 156 Total 202 67 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE H - POSTRETIREMENT HEALTHCARE BENEFITS – Continued 4. Total OPEB Liability The City’s total OPEB liability of $11,224,899 was measured as of June 30, 2020, and was determined by an actuarial valuation date of June 30, 2020 with no adjustments to get to the June 30, 2020 measurement date. 5. Actuarial Assumptions and Other Inputs Inflation - 3.25% Salary increases - 3.25% plus merit / productivity increases as shown on the Missouri Local Government Retirement System’s June 30, 2019 actuarial valuation Discount Rate - 2.66% as of July 1, 2020 and 3.51% as of July 1, 2019 Healthcare cost trend rates - Medical / Rx cost trend rate of 8.0% for 2021, gradually decreasing to an ultimate rate of 4.5% for 2025 and beyond Dental cost trend rate of 4.0% for 2021, gradually decreasing to an ultimate rate of 3.0% for 2023 and beyond Mortality – SOA Pub-2010 General Headcount Weighted Mortality Table fully generational using Scale MP-2019 is used for General employees and retirees. SOA Pub-2010 Public Safety Headcount Weighted Mortality Table fully generational using Scale MP-2019 is used for Police and Fire employees and retirees. SOA Pub-2010 Contingent Survivor Headcount Weighted Mortality Table fully generational using Scale MP-2019 is used for surviving spouses. Actuarial Cost Method - Entry Age Normal The discount rate was based on 20 Year Bond GO Index. The plan has not had a formal actuarial experience study performed. 6. Changes in the Total OPEB Liability Balance at June 30, 2019 $ 10,503,760 Changes for the Year: Service Cost 258,793 Interest on Total OPEB Liability 367,004 Effect of Economic/Demographic Gains or Losses (309,137) Effect of Assumptions Changes or Inputs 1,023,004 Benefit Payments (618,525) Net Changes 721,139 Balance at June 30, 2020 $ 11,224,899 68 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE H - POSTRETIREMENT HEALTHCARE BENEFITS – Continued 7. Sensitivity Analysis The following presents the total OPEB liability of the City, calculated using the discount rate of 2.66%, as well as what the City’s total OPEB liability would be if it were calculated using a discount rate that is one percentage point higher (3.66%) or lower (1.66%) than the current rate. The following presents the total OPEB liability of the City, calculated using the current healthcare cost trend rates as well as what the City’s total OPEB liability would be if it were calculated using trend rates that are one percentage point higher or lower than the current trend rates. Current Single Discount 1% Decrease Rate Assumption 1% Increase Net OPEB liability 12,095,336 $ 11,224,899 $ 10,427,685 $ Sensitivity of Net OPEB Liability as of June 30, 2020, to the Current Single Discount Rate Assumption Healthcare Cost Trend Rates 1% Decrease Rate Assumption 1% Increase Net OPEB liability 10,296,471 $ 11,224,899 $ 12,287,431 $ Sensitivity of Net OPEB Liability as of June 30, 2020, to the Healthcare Cost Trend Rate Assumption 69 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE H - POSTRETIREMENT HEALTHCARE BENEFITS – Continued 8. OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB For the year ended June 30, 2020, the City recognized OPEB expense of $570,400. At June 30, 2020, the City reported deferred outflows of resources and deferred inflows of resources related to OPEB from the following sources: Deferred Deferred Outflows of Inflows Resources Resources Differences between expected and actual experience $ - $(1,083,896) Changes of assumptions or other inputs 1,060,475 - Total $1,060,475 $(1,083,896) Amounts reported as deferred outflows of resources and deferred inflows of resources related to OPEB will be recognized in the City’s OPEB expense as follows: Year Ended June 30: 2021 (55,397) 2022 (55,397) 2023 (55,398) 2024 142,771 Thereafter - Total $ (23,421) NOTE I - INTEREST EXPENSE Interest and handling charges totaling $1,022,929.04, excluding $2,840.13 of inter-fund interest, were incurred by governmental funds during the year ended June 30, 2020. Interest and handling charges totaling $1,625,455.53, excluding $12,369.09 of inter-fund interest, were incurred by proprietary funds during the year ended June 30, 2020. No interest cost was capitalized as part of the cost of assets constructed during the period. 70 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE J - INTER-FUND 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 inter-fund transfers for the year ended June 30, 2020: Fund Transfer From Transfer To General Fund $ 4,153,281.35 $ 6,438,794.95 Park and Recreation Fund 333,333.00 1,882,666.34 Convention and Tourism Fund 423,852.20 - Public Safety Trust Fund 3,800.00 ¤ - Park & Recreation Foundation 7,000.00 - Public Safety Trust Fund II 1,273,748.49 2,926,255.66 Casino Revenue Fund 146,680.01 - Riverfront Region Economic Dev Fund - 146,680.01 Housing Development Grant - 34,111.44 Motor Fuel Tax Fund 1,431,045.00 - Cap Imp Sales Tax - Water System Improve 299,848.33 - Cap Imp Sales Tax - Sewer System Improve 3,450,000.00 ¤ - Park/Storm Water Sales Tax-Capital II 1,870,064.85 - Parks/Storm Water Sales Tax - Cap 1,265,807.01 - Fire Sales Tax 2,547,496.95 - Parks/Storm Water Sales Tax 1,356,299.07 - General Capital Improvements 41,625.71 - CDBG Grants 5,545.41 - Stormwater System Improvements - 18,022.07 Park System Improvements - 756,600.81 Stormwater System Improvements Ph 2 - 172,632.01 Sewer Fund - 5,147,432.84 Water Fund - 299,848.33 Golf Course - 75,732.84 Indoor Sportsplex - 90,519.20 Sporting Complexes - 646,480.88 Employee Benefits Fund 26,350.00 - $ 18,635,777.38 $ 18,635,777.38 71 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE J - INTER-FUND ACTIVITY - Continued B. The following is a summary of inter-fund balances as of June 30, 2020: Advance to/from other funds: Advances from Advances to Casino Revenue Fund $1,246,848.20 $ - Solid Waste Fund - 1,246,848.20 $1,246,848.20 $1,246,848.20 The inter-fund balances are a result of advances used to purchase capital assets. The advances are earning 3% and 3.5% annual interest and are set up to be repaid based on a 20 year amortization. Final payments are expected on June 1, 2035 and June 1, 2039. 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, 2020 was as follows: Indoor Sports Sporting Sewer Water Solid Waste Golf Course Complex Complexes Total Fund Fund Fund Fund Fund Fund Enterprise Operating Revenues $ 6,984,299.96 $ 6,870,418.79 $4,771,442.52 $ 486,100.41 $ 558,233.51 $ 295,409.54 $ 19,965,904.73 Depreciation 4,350,189.96 1,988,802.32 407,268.87 131,845.87 325,219.01 344,611.99 7,547,938.02 Operating Income (Loss) (1,376,423.73) (522,180.86) 258,947.23 (228,288.37) (425,535.84) (1,038,957.25) (3,332,438.82) Operating Transfers In 5,147,432.84 301,230.13 - 75,732.84 90,519.20 646,480.88 6,261,395.89 Net Income (Loss) 4,170,920.31 (197,787.76) 194,201.97 37,880.57 (322,828.94) (338,241.78) 3,544,144.37 Current Capital Contributions 1,251,448.81 275,318.67 - 183,450.00 8,481.59 14,305.16 1,733,004.23 Property, Plant, and Equipment Additions 2,381,106.99 1,505,609.89 1,158,892.70 183,450.00 8,481.59 22,305.16 5,259,846.33 Deletions 94,932.51 167,281.27 772,228.77 - - - 1,034,442.55 Net Working Capital 1,003,099.27 7,569,862.43 2,056,549.84 115,636.08 137,463.42 191,421.39 11,074,032.43 Total Assets 126,802,468.02 53,225,694.58 8,760,257.54 1,498,414.14 12,929,995.43 3,255,067.14 206,471,896.85 Current Liabilities 5,949,411.66 1,328,676.23 618,292.05 99,979.32 90,502.78 137,107.40 8,223,969.44 Long-Term Liabilities 52,146,422.28 8,833,053.54 4,109,327.97 123,277.16 26,954.69 90,476.97 65,329,512.61 Amounts payable to Other Funds - - 1,246,848.20 - - - 1,246,848.20 Total Liabilities 58,095,833.94 10,161,729.77 4,727,620.02 223,256.48 117,457.47 227,584.37 73,553,482.05 Total Net Position $ 68,843,506.43 $43,096,771.42 $4,176,261.67 $1,308,095.84 $ 12,799,532.53 $3,059,479.65 $ 133,283,647.54 72 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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. Definitions 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 $2,100.00 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 $268,900.77 and long-term advance receivables of $1,246,848.20 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 $4,783,934.00 are restricted by the City Charter to use during officially declared emergencies. Special revenue fund balances totaling $24,347,204.21 are restricted by their enabling legislation. $5,550,348.78 in capital project fund balances are restricted as the result of special revenue transfers and unspent bond proceeds. The remaining $186,342.63 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. 73 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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. General Fund Airport Fund Parks and Recreation Fund Casino Revenue Fund Transportation Sales Tax Trust Fund V Other Funds Total Fund balances Nonspendable: Prepaid expenses $ 162,769.24 $ 14,803.27 $ 20,021.76 $ - $ - $ 71,306.50 $ 268,900.77 Long-term advance - - - 1,246,848.20 - - 1,246,848.20 Mausoleum 2,100.00 - - - - - 2,100.00 Restricted for: Mausoleum 100,880.96 - - - - - 100,880.96 Emergencies 3,844,442.00 206,929.00 414,226.00 - - 318,337.00 4,783,934.00 Undistributed TIF revenue 85,461.67 - - - - - 85,461.67 Convention and tourism - - - - - 1,428,613.06 1,428,613.06 Community development - - - - - 117,540.94 117,540.94 Public safety - - - - - 717,149.54 717,149.54 Street projects - - - - 12,757,160.12 398,514.19 13,155,674.31 Water system projects - - - - - 1,377,264.32 1,377,264.32 Sewer system projects - - - - - 7,978,511.80 7,978,511.80 Parks and recreation - - - - - 3,104,990.95 3,104,990.95 Other capital projects - - - - - 2,017,808.07 2,017,808.07 Committed: Other capital projects - - - 4,961,438.14 - - 4,961,438.14 Assigned to: Airport - 30,896.43 - - - - 30,896.43 Parks and recreation - - 11,945.32 - - 556,512.36 568,457.68 Operations and mtce - - 402,407.10 - - - 402,407.10 Encumbrances 25,360.01 14,511.53 - - - - 39,871.54 Public safety - - - - - 239,267.45 239,267.45 Other capital projects - - - - - 1,105,297.20 1,105,297.20 Unassigned: 1,547,576.09 - - - - (5,442.06) 1,542,134.03 $ 5,768,589.97 $ 267,140.23 $ 848,600.18 $ 6,208,286.34 $ 12,757,160.12 $19,425,671.32 $ 45,275,448.16 74 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE M - PROPRIETARY FUNDS RESTRICTED NET ASSETS AND RESTRICTED CASH EQUIVALENTS AND INVESTMENT At June 30, 2020, net position restricted for depreciation and replacement was $150,000.00 for the City’s Water Fund, and net assets restricted for emergencies were $1,582,833.00, $977,229.00, $678,409.00, $89,522.00, $115,091.00, and $156,829.00 for the City’s Sewer, Water, Solid Waste, Golf Course, Indoor Sports Complex, and Sporting Complexes Fund, respectively. At June 30, 2020, the City’s Sewer Fund had restricted cash equivalents in sinking reserve funds for Revenue Bonds in the amount of $5,954,399.88. 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 post closure 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 post closure 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 post closure care costs is $11,000.00 as of June 30, 2020, 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, 2020. However, the actual cost of closure and post closure care may be higher due to inflation, changes in technology, or changes in landfill laws and regulations. The City has used the option of a Contract of Obligation as the financial assurance instrument for the landfill. The City issued bonds in October 1994 from which the proceeds were used to pay the closure costs. NOTE O - RISK MANAGEMENT The City is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; natural disasters; cyber-attacks; 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 fifteen fiscal years. The City’s insurance coverage is as follows: Commercial general liability, law enforcement liability, public officials errors and omissions, and employment-related practices liability is carried by One Beacon/Intact Insurance Specialty Solutions – Producer Sunstar Insurance Group, LLC DBA W. E. Walker Lakenan. Cyber Risk liability (Risk Manager PLUS+) coverage is carried by The Travelers Companies/Bond & Specialty Insurance – Producer Sunstar Insurance Group, LLC DBA W. E. Walker Lakenan. 75 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE O - RISK MANAGEMENT – Continued Vehicle loss and accident liability is carried by One Beacon/Intact Insurance Specialty Solutions – Producer Sunstar Insurance Group, LLC DBA W. E. Walker Lakenan. Airport liability is carried by National Union Fire Insurance Company - Producer EBCO Aviation Underwriters. Property insurance is carried by Chubb Group of Insurance Companies/Federal Insurance Company – Producer Sunstar Insurance Group, LLC DBA W. E. Walker Lakenan. Equipment coverage is carried by Travelers Property Casualty Company – Producer Sunstar Insurance Group, LLC DBA W. E. Walker Lakenan. 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 self-insured plan administered by Anthem Blue Cross Blue Shield of Missouri. Anthem had an “A” rating by A.M. Best. Under the plans, 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 per employee during each calendar year included in the current fiscal year. The City also reimbursed the administrator for total claims paid up to the annual aggregate stop loss amounts (125% of estimated claims) of approximately $4,100,000 and $4,500,000 for years ending December 31, 2019 and December 31, 2020, respectively. 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 76.0% of the aggregate stop loss amount during the current fiscal year. Thomas McGee Group 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 Midwest Employers that limits the City’s maximum individual claims liability to $500,000 for USL & H and $500,000 for other regular employees and per occurrence claims liability to $1,000,000. 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. 76 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE O - RISK MANAGEMENT – Continued Claims liability is estimated using data supplied by the administrator. The claims activity during the last five years is summarized as follows: CLAIMS LIABILITIES RECONCILIATION Health Workers’ Insurance Compensation Total Balance June 30, 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 Provisions for Incurred Claims 2,879,190 381,333 3,260,523 Payment of Claims (3,046,190) (395,333) (3,441,523) Balance June 30, 2017 $ 139,500 $ 358,000 $ 497,500 Provisions for Incurred Claims 2,933,406 644,328 3,577,734 Payment of Claims (2,973,906) (376,828) (3,350,734) Balance June 30, 2018 $ 99,000 $ 625,500 $ 724,500 Provisions for Incurred Claims 3,696,756 482,643 4,179,399 Payment of Claims (3,466,756) (570,043) (4,036,799) Balance June 30, 2019 Provisions for Incurred Claims Payment of Claims Balance June 30,2020 $ 329,000 3,501,872 (3,696,872) $ 134,000 $ 538,100 817,620 (712,720) $ 643,000 $ 867,100 4,319,492 (4,409,592) $ 777,000 NOTE P - CONCENTRATION OF CREDIT RISK/BAD DEBT ALLOWANCE The City has uncollateralized utility accounts receivable generated within a limited geographical region primarily consisting of its City limits. The City also has taxes, special assessments, and user fees receivable which are concentrated among its citizens. Some of these items attach as liens against real and personal property. The maximum accounting loss is the amount shown as utility charges receivable on the statement of net position. At June 30, 2020, utility receivables totaled $2,439,481.66. On the financial statements, the utility receivables are shown net of the allowance for doubtful accounts of $153,440.24. This results in net utility receivable of $2,286,041.42. During the year ended June 30, 2020, the allowance was increased by $47,291.66 or approximately 0.26% of the current year’s utility charges, and accounts totaling $46,527.20 were written off. 77 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 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 reimbu rsement 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, 2020, the City had construction commitments outstanding of $11,968,609.42. The construction commitments represent incomplete portions of contracts entered into to construct various street projects and design/build a new City Hall. These contracts are expected to be completed within the next fiscal year. 4. Encumbrances As of June 30, 2020, the City had encumbrances outstanding of $15,277,562.34. NOTE R – PRIOR PERIOD ADJUSTMENTS The net position of the governmental funds was increased by $21,075.05, while the business activities was decreased by $911.28, as of June 30, 2020, from transactions that occurred in previous years. Grant revenue, which was previously thought to not be recoverable, was received for the Police Protection at the Airport (LEO) grant. This adjustment resulted in the net position of governmental funds being increased by $23,500.00. Prior year construction in progress costs were recorded in a previous year in error. These were corrected and resulted in a decrease of $2,424.95 in governmental funds and a decrease in business-type net position of $911.28. 78 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE S - TAX ABATEMENTS The City has entered into real property tax abatement agreements with developers pursuant to provisions of Chapter 353 of the Revised Statutes of Missouri. During the first 10 years of abatement, 100% of the incremental increase in real property taxes on the land and 100% of the real property taxes on all improvements are abated. During the next 15 years, between 50% and 100% of the incremental real property taxes on all land and all land improvements are abated. During the current fiscal year $5,757.97 in real property taxes were abated related to provisions of Chapter 353. The abatements related to a project to convert an abandoned retail building into an office building for a national call center. These abatements will expire in 2032. The City has established one Redevelopment Project Area in the Cape Downtown Tax Increment Financing District (TIF) according to Missouri TIF laws. During the current year $131,855.57 in real property taxes were abated related to provisions of these laws. Abatement of City real property taxes accounted for $9,891.29 of this amount. Payments in lieu of taxes are made to the City by owners of the abated properties based on the abated assessed values for all taxing entities included in the TIF. These deposits are kept in a special allocation fund to be used to reimburse developers for approved redevelopment projects within the TIF. NOTE T - CONTINGENCY 1. 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 involved the conversion of the former Sears facility into a call center for National Asset Recover Services (NARS) and other various improvements, such as facade improvements, parking facilities, roof reconstruction, and HVAC enhancements. Total reimbursements to GMB for redevelopment costs were limited to $3.6 million plus 7.5% interest. These reimbursements will be made from incremental County and City sales tax revenues, an additional CID sales tax, and real estate tax abatements. Reimbursements from incremental County and City sales tax revenue will be limited to $1.2 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. 79 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE T - CONTINGENCY – Continued 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, 2020, the City incurred payments of $37,882.87 under the development agreement. This amount is included in the Development Services expenses on the statement of activities. 2. In June 2004, the City of Cape Girardeau and Cape Girardeau County entered into a development agreement with a local real estate developer. Under the agreement, the local developer agreed to pay for certain public improvements incurred in conjunction with the development of a 60 acre retail development, and the City and County agreed to reimburse the local business for the $2,998,434 cost of these improvements plus 4% interest with quarterly payments from available net sales tax revenue generated from any businesses operations located in the development. Available revenue is defined by the agreement as all the net sales tax revenue generated b y two .25% City capital improvement sales taxes and the .50% City transportation sales tax and half 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 a n 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. 80 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE T - CONTINGENCY – Continued 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 half 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, 2020 the City incurred payments of $248,988.99 under the development agreement. This amount is included in the Development Services expenses on the statement of activities. 3. 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. The transportation sales tax has an expiration date that occurs during the contract period. No provision is made to replace revenues from the City sales taxes that expire if they are not extended. The development agreement expires 15 years after the beginning of the Menards Home Improvement operations. The City is obligated only to make quarterly payments as may lawfully be made from funds budgeted and appropriated for that purpose by the City. During the fiscal year ended June 30, 2020, the City incurred $294,865.94 under the development agreement. This amount is included in the Development Services expenses on the statement of activities. 81 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2020 NOTE T - CONTINGENCY – Continued 4. In November 2015, the City of Cape Girardeau entered into a development agreement with Drury Southwest, Inc. (the “Company”). Under this agreement, the Company agreed to construct a 168-room hotel and adjoining restaurant with an approximately 20,000 square foot conference center. In recognition of the significant economic benefits to the City, once the facility became operational, the City agreed to reimburse the Company for part of the cost of constructing the conference center from available net sales tax revenues generated from the operations of the hotel, restaurant, and conference center. As of October 3, 2017, the Company had substantially completed the project, having incurred $6,938,689 in costs under the development agreement. The City is required by the agreement to reimburse the developer for these costs, up to a maximum of $6,250,000, from available revenues. Available revenue is defined by the agreement as all the net sales tax revenue generated by the 1% general sales tax and two .25% capital improvement sales taxes relating to the operations of the hotel, restaurant, and conference center. One of the capital improvement sales taxes has an expiration date that could occur before the total costs of the improvements are reimbursed to the developer. No provision is made to replace revenues from the City sales taxes that expire if they are not extended. The development agreement expires 20 years from December 31, 2017, or as soon as the City has completely reimbursed the Company for the total of reimbursable costs, if that happens first. 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, 2020, the City incurred $60,830.64 under the development agreement. REQUIRED SUPPLEMENTAL INFORMATION Variance with Original Final Actual Final Budget REVENUES Taxes $ 17,813,025.00 $ 17,813,025.00 $ 17,180,009.20 $ (633,015.80) Licenses & permits 1,671,600.00 1,671,600.00 1,626,981.66 (44,618.34) Intergovernmental 579,260.00 607,661.00 958,260.59 350,599.59 Charges for services 615,700.00 615,700.00 560,951.80 (54,748.20) Internal charges 1,192,056.00 1,192,056.00 1,222,013.31 29,957.31 Fines and forfeits 679,100.00 679,100.00 481,025.67 (198,074.33) Miscellaneous 359,725.00 359,725.00 419,279.30 59,554.30 Investment revenue 115,325.00 115,325.00 113,187.08 (2,137.92) Total revenues 23,025,791.00 23,054,192.00 22,561,708.61 (492,483.39) EXPENDITURES Current: Administrative Services 3,046,067.00 3,249,009.00 3,086,060.54 162,948.46 Development Services 2,512,136.00 2,752,936.00 2,663,775.56 89,160.44 Parks and Recreation 1,738,242.00 1,725,742.00 1,647,700.51 78,041.49 Public Safety 14,831,503.00 15,243,727.00 15,022,675.30 221,051.70 Public Works 2,732,757.00 2,732,757.00 2,624,539.21 108,217.79 Total current 24,860,705.00 25,704,171.00 25,044,751.12 659,419.88 Capital outlay: Administrative Services - - - - Public Safety - 283,102.00 376,104.44 (93,002.44) Parks and Recreation - - 14,845.82 (14,845.82) Total capital outlay - 283,102.00 390,950.26 (107,848.26) Total expenditures 24,860,705.00 25,987,273.00 25,435,701.38 551,571.62 Excess (deficiency) of revenues over expenditures (1,834,914.00) (2,933,081.00) (2,873,992.77) 59,088.23 OTHER FINANCING SOURCES (USES) Compensation for damages - - 25,129.96 25,129.96 Special assessments 14,000.00 14,000.00 31,948.94 17,948.94 Asset disposition - - 145,673.79 145,673.79 Transfers in 6,001,576.00 6,606,576.00 6,438,794.95 (167,781.05) Transfers out (4,321,842.00) (4,790,026.00) (4,153,281.35) 636,744.65 Total other financing source (uses) 1,693,734.00 1,830,550.00 2,488,266.29 657,716.29 Net change in fund balances (141,180.00) (1,102,531.00) (385,726.48) 716,804.52 Fund balances - beginning 6,059,525.67 6,059,525.67 6,059,525.67 - Prior period adjustment 23,500.00 23,500.00 23,500.00 - Fund balances - ending $ 5,941,845.67 $ 4,980,494.67 $ 5,697,299.19 $ 716,804.52 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, 2020 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ 257,000.00 $ 934,148.00 $ 1,249,472.60 $ 315,324.60 Charges for services 522,450.00 522,450.00 499,938.95 (22,511.05) Miscellaneous 287,031.00 287,031.00 282,619.02 (4,411.98) Investment revenue 8,325.00 8,325.00 357.75 (7,967.25) Total revenues 1,074,806.00 1,751,954.00 2,032,388.32 280,434.32 EXPENDITURES Current: Development Services 1,609,731.00 2,278,029.00 1,941,337.09 336,691.91 Total current 1,609,731.00 2,278,029.00 1,941,337.09 336,691.91 Debt service: Interest - - 21.69 (21.69) Total debt service - - 21.69 (21.69) Capital outlay: Development Services - 206,208.00 102,989.95 103,218.05 Total capital outlay - 206,208.00 102,989.95 103,218.05 Total expenditures 1,609,731.00 2,484,237.00 2,044,348.73 439,888.27 Excess (deficiency) of revenues over expenditures (534,925.00) (732,283.00) (11,960.41) 720,322.59 OTHER FINANCING SOURCES (USES) Transfers in 534,925.00 534,925.00 - (534,925.00) Total other financing source (uses) 534,925.00 534,925.00 - (534,925.00) Net change in fund balances - (197,358.00) (11,960.41) 185,397.59 Fund balances - beginning 264,073.71 264,073.71 264,073.71 - Fund balances - ending $ 264,073.71 $ 66,715.71 $ 252,113.30 $ 185,397.59 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, 2020 Variance with Original Final Actual Final Budget REVENUES Charges for services $ 1,687,595.00 $ 1,687,595.00 $ 1,259,337.10 $ (428,257.90) Miscellaneous 14,768.00 14,768.00 17,220.28 2,452.28 Investment revenue 24,750.00 24,750.00 16,146.38 (8,603.62) Total revenues 1,727,113.00 1,727,113.00 1,292,703.76 (434,409.24) EXPENDITURES Current: Parks and Recreation 2,797,132.00 2,908,525.00 2,808,261.88 100,263.12 Total current 2,797,132.00 2,908,525.00 2,808,261.88 100,263.12 Capital outlay: Parks and Recreation - 74.00 22,938.02 (22,864.02) Total capital outlay - 74.00 22,938.02 (22,864.02) Total expenditures 2,797,132.00 2,908,599.00 2,831,199.90 77,399.10 Excess (deficiency) of revenues over expenditures (1,070,019.00) (1,181,486.00) (1,538,496.14) (357,010.14) OTHER FINANCING SOURCES (USES) Compensation for damages - - 1,981.57 1,981.57 Transfers in 1,403,352.00 1,863,352.00 1,882,666.34 19,314.34 Transfers out (333,333.00) (333,333.00) (334,714.80) (1,381.80) Total other financing source (uses) 1,070,019.00 1,530,019.00 1,549,933.11 19,914.11 Net change in fund balances - 348,533.00 11,436.97 (337,096.03) Fund balances - beginning 825,743.88 825,743.88 825,743.88 - Fund balances - ending $ 825,743.88 $ 1,174,276.88 $ 837,180.85 $ (337,096.03) 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, 2020 Variance with Original Final Actual Final Budget REVENUES Taxes $ 2,800,000.00 $ 2,800,000.00 $ 2,142,834.91 $ (657,165.09) Investment revenue 130,929.00 130,929.00 143,259.02 12,330.02 Total revenues 2,930,929.00 2,930,929.00 2,286,093.93 (644,835.07) EXPENDITURES Current: Administrative Services 1,136,500.00 1,136,500.00 943,108.15 193,391.85 Total current 1,136,500.00 1,136,500.00 943,108.15 193,391.85 Debt service: Principal 390,449.86 390,449.86 390,449.86 - Interest 69,550.14 69,550.14 69,550.14 - Total debt service 460,000.00 460,000.00 460,000.00 - Capital outlay: Administrative Services - 525,000.00 511,197.91 13,802.09 Public Safety - 275,000.00 274,555.49 444.51 Total capital outlay - 800,000.00 785,753.40 14,246.60 Total expenditures 1,596,500.00 2,396,500.00 2,188,861.55 207,638.45 Excess (deficiency) of revenues over expenditures 1,334,429.00 534,429.00 97,232.38 (437,196.62) OTHER FINANCING SOURCES (USES) Advance repayments 20,455.00 20,455.00 20,454.69 (0.31) Transfers out (190,000.00) (190,000.00) (146,680.01) 43,319.99 Total other financing source (uses) (169,545.00) (169,545.00) (126,225.32) 43,319.68 Net change in fund balances 1,164,884.00 364,884.00 (28,992.94) (393,876.94) Fund balances - beginning 3,170,028.78 3,170,028.78 3,170,028.78 - Fund balances - ending $ 4,334,912.78 $ 3,534,912.78 $ 3,141,035.84 $ (393,876.94) 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, 2020 Variance with Original Final Actual Final Budget REVENUES Taxes $ 5,263,500.00 $ 5,263,500.00 $ 5,053,646.33 $ (209,853.67) Intergovernmental - - 7,974.88 7,974.88 Investment revenue 75,000.00 75,000.00 244,713.51 169,713.51 Total revenues 5,338,500.00 5,338,500.00 5,306,334.72 (32,165.28) EXPENDITURES Current: Development Services 282,500.00 294,730.00 262,125.68 32,604.32 Total current 282,500.00 294,730.00 262,125.68 32,604.32 Capital outlay: Capital Improvements 8,865,000.00 852,770.00 1,590,389.84 (737,619.84) Total capital outlay 8,865,000.00 852,770.00 1,590,389.84 (737,619.84) Total expenditures 9,147,500.00 1,147,500.00 1,852,515.52 (705,015.52) Excess (deficiency) of revenues over expenditures (3,809,000.00) 4,191,000.00 3,453,819.20 (737,180.80) Net change in fund balances (3,809,000.00) 4,191,000.00 3,453,819.20 (737,180.80) Fund balances - beginning 8,513,038.11 8,513,038.11 8,513,038.11 - Fund balances - ending $ 4,704,038.11 $ 12,704,038.11 $ 11,966,857.31 $ (737,180.80) Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Transportation Sales Tax V Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 87 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2020 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 Park Improvement Projects from Park/Storm Water Sales Tax Fund Phase 2 - which have project length budgets - and the Cape Girardeau Municipal Development 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 17, 2019 and amended on March 2, 2020; May 18, 2020; August 3, 2020; and September 8, 2020. The initial budget and final amended budget are both reflected in the financial statements. For the year ended June 30, 2020, the fund expenditures for Motor Fuel Tax, Transportation Trust Fund IV, Capital Improvements Sales Tax-General Improvements, Parks/Stormwater Sales Tax- Capital and Information Technology exceeded their approved budgets by $2,477.56, $164,831.79, $41,613.66, $4,777.61 and $7,861.98, respectively. 88 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2020 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: Casino Transportation Parks and Revenue Sales Tax Trust Non-major General Airport Recreation Fund Fund V Funds GAAP Basis $ (391,300.87) $(27,917.55) $ 16,263.91 $ (50,805.48) $ 2,243,163.05 $ 2,056,652.41 Increase due to: Prior year-end encumbrances Administrative services 24,874.90 - - - - - Development services 21,288.06 33,946.69 - - - 69.00 Parks and recreation 584.58 - 5,354.33 - - - Public safety 21,965.93 - - 2,670,803.05 - 113,718.71 Public works 2,476.00 - - - - - Capital outlay - - - - 2,000,019.26 231,883.11 Adjust investments to market - - - - - 212.57 Funds not budgeted annually - - - - - 788,052.91 Encumbrance revenue - 284,013.52 - - - 32,632.00 71,189.47 317,960.21 5,354.33 2,670,803.05 2,000,019.26 1,166,568.30 Decrease due to: Current year-end encumbrances Administrative services 2,992.30 - - - - - Development services 4,557.06 301,588.22 - - - 32,665.00 Parks and recreation - - - - - 90,322.00 Public safety 6,829.05 - - 1,774,740.72 - 61,930.03 Public works 10,981.60 - - - - - Capital outlay - - - - 670,642.85 11,482,314.55 Adjust investments to market 40,255.07 414.85 10,181.27 39,704.48 108,913.71 112,642.94 Advance repayments - - - 834,545.31 - - Funds not budgeted annually - - - - - 345,694.89 Encumbrance revenue - - - - 9,806.55 - 65,615.08 302,003.07 10,181.27 2,648,990.51 789,363.11 12,125,569.41 Budget Basis $ (385,726.48) $(11,960.41) $ 11,436.97 $ (28,992.94) $ 3,453,819.20 $(8,902,348.70) 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. 89 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2020 BUDGETS AND BUDGETARY ACCOUNTING - Continued Net Income (Loss) Solid Golf Indoor Sports Sporting Sewer Water Waste Course Complex Complexes GAAP Basis $ 4,170,920.31 $ (197,787.76) $ 194,201.97 $ 37,880.57 $ (322,828.94) $ (338,241.78) Increase due to : Prior year encumbrances Operating expenses 69,034.34 76,043.83 364.34 - - 2,661.90 Depreciation 4,350,189.96 1,988,802.32 407,268.87 131,845.87 325,219.01 344,611.99 Special assessments 2,130.00 - - - - - Amortized Bond premium/discount - 896.29 1,463.64 - - - Bond proceeds - 9,394,508.50 - - - - Amount to be used for future debt service on capital appreciation bonds: Construction fund earnings 29,885.91 6,241.07 23,277.03 5,046.55 5,405.02 - Adjustment to liability for future Landfill postclosure maintenance costs - - 1,376.43 Net OPEB obligation 14,637.22 2,047.91 - 23,813.39 9,053.97 3,017.99 9,053.97 set dispositions 70,000.00 93,448.10 75,941.17 - - - Amount deferred for future debt service for capital appreciation bonds Interest subsidy received 29,080.71 - - - - - Net pension cost - - - - - 7,761.37 Advance from casino revenue - - 855,000.00 - - - Bad debt allowance 16,706.89 15,334.21 15,250.56 - - - 4,581,665.03 11,577,322.23 1,403,755.43 145,946.39 333,642.02 364,089.23 Decrease due to: Year-end encumbrances Operating expenses 67,585.18 310,021.05 618.57 - - - Landfill closure and maintenance costs - - 4,126.43 - - - Interest paid more than accrual 63,179.43 - - - - - Bond principal paid - 9,905,000.00 165,454.69 - - - Capital outlays 5,331,700.67 445,825.68 1,138,852.93 - - 8,000.00 Adjust investments to market 52,878.90 60,909.39 19,199.40 1,747.54 1,871.94 2,545.70 Deferred revenues 68,681.68 55,961.89 69,701.69 - - - Adjustment to liability for future landfill post closure maintenance costs - - - - - - Net OPEB Obligation 32,474.32 - 4,000.07 - - - Contributed capital 1,137,439.81 275,318.67 - 183,450.00 8,481.59 14,305.16 6,753,939.99 11,053,036.68 1,401,953.78 185,197.54 10,353.53 24,850.86 Budget Basis $ 1,998,645.35 $ 326,497.79 $ 196,003.62 $ (1,370.58) $ 459.55 $ 996.59 90 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2020 BUDGETS AND BUDGETARY ACCOUNTING - Continued Net Income (Loss) Fleet Employee Risk Equipment IT Management Fringe Management Replacement GAAP Basis $ 9,898.00 $ (61,290.56) $ (124,227.00) $ (192,599.56) $ 141,452.21 Increase due to: Prior year encumbrances Operating expenses - 4,479.11 - - - Capital outlays 14,152.86 - - - - Depreciation 91,159.74 22,354.85 - - 275,680.89 Difference between proceeds from sale of fixed assets and gain or loss - - - - 100,000.00 Net pension cost Net OPEB Obligation 7,296.82 6,488.68 14,511.07 18,835.53 - - - - - - 119,098.10 60,180.56 - - 375,680.89 Decrease due to: Adjust investments to market 609.73 2,021.46 18,100.83 9,943.26 16,135.27 Capital outlays 103,951.48 15,445.15 - - 531,848.72 104,561.21 17,466.61 18,100.83 9,943.26 547,983.99 Budget Basis $ 24,434.89 $ (18,576.61) $ (142,327.83) $ (202,542.82) $ (30,850.89) 2020 2019 2018 2017 2016 2015 Fiscal Year Ended June 30, Total Pension Liability Service Costs 1,013,062$ 863,072$ 847,662$ 813,616$ 795,771$ 768,458$ Interest on the Pension Liability 3,125,720 2,770,920 2,668,902 2,567,279 2,346,499 2,240,283 Changes of Benefit Terms - 3,061,598 - - - - Differences Between Expected and Actual Experience of the Total Pension Liability 517,894 (113,254) (568,794) (678,078) (183,850) (261,952) Changes of Assumptions - - - - 1,388,735 - Benefit Payments, Including Refunds of Employee Contributions (1,760,611) (1,763,786) (1,340,034) (1,296,403) (1,324,473) (1,266,841) Net Change in Total Pension Liability 2,896,065 4,818,550 1,607,736 1,406,414 3,022,682 1,479,948 Total Pension Liability - Beginning 43,480,611 38,662,061 37,054,325 35,647,911 32,625,229 31,145,281 Total Pension Liability - Ending (A)46,376,676$ 43,480,611$ 38,662,061$ 37,054,325$ 35,647,911$ 32,625,229$ Plan Fiduciary Net Position Contributions - Employer 864,919$ 3,608,999$ 847,162$ 745,001$ 820,228$ 1,953,089$ Contributions - Employees - - - 16,008 - - Net Investment Income 637,692 3,002,641 4,823,411 4,214,232 (82,162) 684,825 Benefit Payments, Including Refunds of Employee Contributions (1,760,611) (1,763,786) (1,340,034) (1,296,403) (1,324,473) (1,266,841) Pension Plan Administrative Expense (64,681) (58,089) (40,041) (38,351) (37,018) (40,731) Other (Net Transfers)32,102 (122,011) (225,107) (15,167) (298,285) 267,961 Net Change in Plan Fiduciary Net Position (290,579) 4,667,754 4,065,391 3,625,320 (921,710) 1,598,303 Plan Fiduciary Net Position - Beginning 48,301,765 43,634,011 39,568,620 35,943,300 36,865,010 35,266,707 Plan Fiduciary Net Position - Ending (B)48,011,186$ 48,301,765$ 43,634,011$ 39,568,620$ 35,943,300$ 36,865,010$ Net Pension Liability - Ending (A) - (B)(1,634,510) (4,821,154) (4,971,950) (2,514,295) (295,389) (4,239,781) Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 103.52%111.09%112.86%106.79%100.83%113.00% Covered Valuation Payroll 10,105,920$ 9,908,724$ 9,841,879$ 9,707,798$ 9,109,297$ 8,987,241$ Net Pension Liability as a Percentage of Covered Valuation Payroll -16.17%-48.66%-50.52%-25.90%-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, 2020 GENERAL DIVISION SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS See Accompanying Notes to the Basic Financial Statements. 91 2020 2019 2018 2017 2016 2015 Fiscal Year Ended June 30, Total Pension Liability Service Costs 418,343$ 370,763$ 367,842$ 345,371$ 309,133$ 303,651$ Interest on the Pension Liability 1,593,730 1,425,037 1,377,421 1,327,202 1,248,307 1,182,926 Changes of Benefit Terms - 839,984 - - - - Differences Between Expected and Actual Experience of the Total Pension Liability 343,900 767,339 (5,046) 21,040 (83,909) 274,477 Changes of Assumptions - - - - 481,968 - Benefit Payments, Including Refunds of Employee Contributions (1,110,912) (1,088,863) (1,081,050) (945,268) (827,008) (895,666) Net Change in Total Pension Liability 1,245,061 2,314,260 659,167 748,345 1,128,491 865,388 Total Pension Liability - Beginning 22,322,704 20,008,444 19,349,277 18,600,932 17,472,441 16,607,053 Total Pension Liability - Ending (A)23,567,765$ 22,322,704$ 20,008,444$ 19,349,277$ 18,600,932$ 17,472,441$ Plan Fiduciary Net Position Contributions - Employer 449,883$ 1,359,472$ 392,375$ 366,721$ 337,743$ 1,043,262$ Contributions - Employees - - - - - - Net Investment Income 300,296 1,519,462 2,382,243 2,267,369 (46,280) 349,748 Benefit Payments, Including Refunds of Employee Contributions (1,110,912) (1,088,863) (1,081,050) (945,268) (827,008) (895,666) Pension Plan Administrative Expense (22,319) (19,439) (13,830) (13,148) (12,366) (12,862) Other (Net Transfers)84,957 91,515 (42,272) 156,567 50,565 (106,927) Net Change in Plan Fiduciary Net Position (298,095) 1,862,147 1,637,466 1,832,241 (497,346) 377,555 Plan Fiduciary Net Position - Beginning 23,808,237 21,946,090 20,308,624 18,476,383 18,973,729 18,596,174 Plan Fiduciary Net Position - Ending (B)23,510,142$ 23,808,237$ 21,946,090$ 20,308,624$ 18,476,383$ 18,973,729$ Net Pension Liability - Ending (A) - (B)57,623 (1,485,533) (1,937,646) (959,347) 124,549 (1,501,288) Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 99.76%106.65%109.68%104.96%99.33%108.59% Covered Valuation Payroll 4,179,275$ 3,776,550$ 3,943,991$ 3,818,933$ 3,536,454$ 3,223,790$ Net Pension Liability as a Percentage of Covered Valuation Payroll 1.38%-39.34%-49.13%-25.12%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, 2020 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. 92 2020 2019 2018 2017 2016 2015 Fiscal Year Ended June 30, Total Pension Liability Service Costs 451,444$ 397,573$ 401,292$ 388,806$ 375,784$ 370,414$ Interest on the Pension Liability 1,662,942 1,505,476 1,472,645 1,452,993 1,336,826 1,319,931 Changes of Benefit Terms - 951,134 - - - - Differences Between Expected and Actual Experience of the Total Pension Liability 466,159 765,218 (152,061) (515,001) 461,181 (356,529) Changes of Assumptions - - - - 508,788 - Benefit Payments, Including Refunds of Employee Contributions (1,511,600) (1,437,533) (1,102,750) (1,022,379) (1,148,773) (1,059,610) Net Change in Total Pension Liability 1,068,945 2,181,868 619,126 304,419 1,533,806 274,206 Total Pension Liability - Beginning 23,457,935 21,276,067 20,656,941 20,352,522 18,818,716 18,544,510 Total Pension Liability - Ending (A)24,526,880$ 23,457,935$ 21,276,067$ 20,656,941$ 20,352,522$ 18,818,716$ Plan Fiduciary Net Position Contributions - Employer 369,502$ 1,334,300$ 370,929$ 326,044$ 375,209$ 765,345$ Contributions - Employees - - - - - - Net Investment Income 335,978 1,640,175 2,629,862 2,374,115 (40,593) 415,318 Benefit Payments, Including Refunds of Employee Contributions (1,511,600) (1,437,533) (1,102,750) (1,022,379) (1,148,773) (1,059,610) Pension Plan Administrative Expense (17,476) (14,968) (10,585) (10,113) (9,925) (10,625) Other (Net Transfers)144,451 (101,158) (28,894) 100,165 18,256 (25,522) Net Change in Plan Fiduciary Net Position (679,145) 1,420,816 1,858,562 1,767,832 (805,826) 84,906 Plan Fiduciary Net Position - Beginning 25,658,557 24,237,741 22,379,179 20,611,347 21,417,173 21,332,267 Plan Fiduciary Net Position - Ending (B)24,979,412$ 25,658,557$ 24,237,741$ 22,379,179$ 20,611,347$ 21,417,173$ Net Pension Liability - Ending (A) - (B)(452,532) (2,200,622) (2,961,674) (1,722,238) (258,825) (2,598,457) Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 101.85%109.38%113.92%108.34%101.27%113.81% Covered Valuation Payroll 3,442,123$ 3,211,902$ 3,290,770$ 3,283,135$ 3,099,147$ 3,017,659$ Net Pension Liability as a Percentage of Covered Valuation Payroll -13.15%-68.51%-90.00%-52.46%-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, 2020 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. 93 June 30, 2020 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 2020 1,684,593$ 1,684,593$ -$ 17,195,349$ 9.80% 2019 1,728,666 1,728,666 - 17,300,564 9.99% 2018 1,644,496 1,610,466 34,030 16,990,644 9.48% 2017 1,437,766 1,437,766 - 16,749,343 8.58% 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% Notes to Schedule: Valuation Date:February 29, 2020 Notes The roll-forward of total pension liability from February 29, 2020 to June 30, 2020 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:A level percentage of payroll amortization method is used to amortize the UAAL over a closed period of years. If the UAAL (excluding the UAAL associated with benefit changes) is negative, then this amount is amortized of the greater of (i) the remaining initial amortization period or (ii) 15 years. Remaining Amortization Period: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:None CITY OF CAPE GIRARDEAU, MISSOURI SUPPLEMENTARY INFORMATION MISSOURI LOCAL GOVERNMENT EMPLOYEES RETIREMENT SYSTEM SCHEDULE OF EMPLOYER CONTRIBUTIONS See Accompanying Notes to the Basic Financial Statements. 94 2020 2019 2018 Calendar Year Ended June 30, Total OPEB Liability Service Costs 258,793$ 251,092$ 303,952$ Interest on Total OPEB Liability 365,681 428,525 407,566 Effect of Economic/Demographic Gains or Losses (231,761) (961,604) (519,247) Effect of Assumptions Changes or Inputs 1,023,004 271,656 158,158 Benefit Payments (694,578) (609,858) (608,774) Net Change in Total OPEB Liability 721,139 (620,189) (258,345) Total OPEB Liability - Beginning 10,503,760 11,123,949 11,382,294 Total OPEB Liability - Ending 11,224,899$ 10,503,760$ 11,123,949$ Covered Employee Payroll 7,230,766 9,369,121 9,074,209 Total OPEB Liability as a Percentage of Covered Employee Payroll 155.24%112.11%122.59% Notes to the Schedule: This schedule is presented to illustrate the requirement to show information for 10 years. However, recalculations of prior years are not required, and if prior years are not reported in accordance with the current GASB standards, they should not be reported. CITY OF CAPE GIRARDEAU, MISSOURI SCHEDULE OF CHANGES IN THE CITY'S TOTAL OPEB LIABILITY AND RELATED RATIOS June 30, 2020 REQUIRED SUPPLEMENTARY INFORMATION See Accompanying Notes to the Financial Statements. 95 SUPPLEMENTAL INFORMATION Variance with Original Final Actual Final Budget REVENUES Taxes $ 4,346,225.00 $ 4,346,225.00 $ 4,543,823.77 $ 197,598.77 Investment revenue 45,000.00 45,000.00 78,159.10 33,159.10 Total revenues 4,391,225.00 4,391,225.00 4,621,982.87 230,757.87 EXPENDITURES Current: Development Services 315,000.00 315,000.00 263,217.28 51,782.72 Total current 315,000.00 315,000.00 263,217.28 51,782.72 Total expenditures 315,000.00 315,000.00 263,217.28 51,782.72 Excess (deficiency) of revenues over expenditures 4,076,225.00 4,076,225.00 4,358,765.59 282,540.59 OTHER FINANCING SOURCES (USES) Transfers out (3,450,000.00) (3,450,000.00) (3,450,000.00) - Total other financing source (uses) (3,450,000.00) (3,450,000.00) (3,450,000.00) - Net change in fund balances 626,225.00 626,225.00 908,765.59 282,540.59 Fund balances - beginning 1,896,317.19 1,896,317.19 1,896,317.19 - Fund balances - ending $ 2,522,542.19 $ 2,522,542.19 $ 2,805,082.78 $ 282,540.59 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Capital Improvement Sales Tax-Sewer System Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 Variance with Original Final Actual Final Budget REVENUES Taxes $ - $ - $ 654,892.41 $ 654,892.41 Investment revenue - - 674.24 674.24 Total revenues - - 655,566.65 655,566.65 EXPENDITURES Current: Development Services - - 41,614.91 (41,614.91) Total current - - 41,614.91 (41,614.91) Debt service: Interest - 18,810.00 18,808.75 1.25 Total debt service - 18,810.00 18,808.75 1.25 Total expenditures - 18,810.00 60,423.66 (41,613.66) Excess (deficiency) of revenues over expenditures - (18,810.00) 595,142.99 613,952.99 Net change in fund balances - (18,810.00) 595,142.99 613,952.99 Fund balances - beginning - - - - Fund balances - ending $ - $ (18,810.00) $ 595,142.99 $ 613,952.99 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Capital Improvement Sales Tax-General Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 Variance with Original Final Actual Final Budget REVENUES Investment revenue $ - $ - $ 13,073.22 $ 13,073.22 Total revenues - - 13,073.22 13,073.22 EXPENDITURES Debt service: Administrative charges - - 70.60 (70.60) Total debt service - - 70.60 (70.60) Total expenditures - - 70.60 (70.60) Excess (deficiency) of revenues over expenditures - - 13,002.62 13,002.62 OTHER FINANCING SOURCES (USES) Asset disposition 16,000.00 16,000.00 - (16,000.00) Transfers out (16,000.00) (1,261,100.00) (1,265,807.01) (4,707.01) Total other financing source (uses) - (1,245,100.00) (1,265,807.01) (20,707.01) Net change in fund balances - (1,245,100.00) (1,252,804.39) (7,704.39) Fund balances - beginning 1,252,804.39 1,252,804.39 1,252,804.39 - Fund balances - ending $ 1,252,804.39 $ 7,704.39 $ - $ (7,704.39) Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Parks/Stormwater Sales Tax-Capital Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 Variance with Original Final Actual Final Budget REVENUES Investment revenue $ 15,000.00 $ 15,000.00 $ 35,085.23 $ 20,085.23 Total revenues 15,000.00 15,000.00 35,085.23 20,085.23 EXPENDITURES Debt service: Administrative charges 4,120.00 4,120.00 - 4,120.00 Principal 50,100.00 50,100.00 50,100.00 - Interest 9,008.00 9,008.00 9,007.80 0.20 Total debt service 63,228.00 63,228.00 59,107.80 4,120.20 Total expenditures 63,228.00 63,228.00 59,107.80 4,120.20 Excess (deficiency) of revenues over expenditures (48,228.00) (48,228.00) (24,022.57) 24,205.43 OTHER FINANCING SOURCES (USES) Transfers out (1,020,000.00) (1,020,000.00) (299,848.33) 720,151.67 Total other financing source (uses) (1,020,000.00) (1,020,000.00) (299,848.33) 720,151.67 Net change in fund balances (1,068,228.00) (1,068,228.00) (323,870.90) 744,357.10 Fund balances - beginning 1,688,460.38 1,688,460.38 1,688,460.38 - Fund balances - ending $ 620,232.38 $ 620,232.38 $ 1,364,589.48 $ 744,357.10 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Capital Improvement Sales Tax-Water System Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 Variance with Original Final Actual Final Budget REVENUES Taxes $ 2,401,760.00 $ 2,401,760.00 $ 2,260,435.25 $ (141,324.75) Investment revenue 18,425.00 18,425.00 33,242.58 14,817.58 Total revenues 2,420,185.00 2,420,185.00 2,293,677.83 (126,507.17) EXPENDITURES Current: Development Services 765,450.00 765,450.00 767,187.84 (1,737.84) Total current 765,450.00 765,450.00 767,187.84 (1,737.84) Debt service: Administrative charges - - 142.09 (142.09) Principal 440,000.00 440,000.00 440,000.00 - Interest 261,892.00 261,892.00 261,890.01 1.99 Total debt service 701,892.00 701,892.00 702,032.10 (140.10) Total expenditures 1,467,342.00 1,467,342.00 1,469,219.94 (1,877.94) Excess (deficiency) of revenues over expenditures 952,843.00 952,843.00 824,457.89 (128,385.11) OTHER FINANCING SOURCES (USES) Transfers out (495,432.00) (495,432.00) (423,852.20) 71,579.80 Total other financing source (uses) (495,432.00) (495,432.00) (423,852.20) 71,579.80 Net change in fund balances 457,411.00 457,411.00 400,605.69 (56,805.31) Fund balances - beginning 1,330,685.59 1,330,685.59 1,330,685.59 - Fund balances - ending $ 1,788,096.59 $ 1,788,096.59 $ 1,731,291.28 $ (56,805.31) 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, 2020 Variance with Original Final Actual Final Budget REVENUES Taxes $ 35,630.00 $ 35,630.00 $ 36,462.89 $ 832.89 Investment revenue 2,125.00 2,125.00 2,301.54 176.54 Total revenues 37,755.00 37,755.00 38,764.43 1,009.43 EXPENDITURES Current: Development Services 87,755.00 87,755.00 18,784.82 68,970.18 Total current 87,755.00 87,755.00 18,784.82 68,970.18 Total expenditures 87,755.00 87,755.00 18,784.82 68,970.18 Excess (deficiency) of revenues over expenditures (50,000.00) (50,000.00) 19,979.61 69,979.61 Net change in fund balances (50,000.00) (50,000.00) 19,979.61 69,979.61 Fund balances - beginning 102,265.68 102,265.68 102,265.68 - Fund balances - ending $ 52,265.68 $ 52,265.68 $ 122,245.29 $ 69,979.61 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, 2020 Variance with Original Final Actual Final Budget REVENUES Taxes $ 377,516.00 $ 377,516.00 $ 386,316.77 $ 8,800.77 Licenses & permits 4,500.00 4,500.00 3,797.00 (703.00) Intergovernmental 10,000.00 10,000.00 10,057.98 57.98 Investment revenue 7,500.00 7,500.00 7,294.16 (205.84) Total revenues 399,516.00 399,516.00 407,465.91 7,949.91 EXPENDITURES Current: Public Safety 399,516.00 399,516.00 405,478.00 (5,962.00) Total current 399,516.00 399,516.00 405,478.00 (5,962.00) Capital outlay: Public Safety 115,000.00 115,000.00 101,482.02 13,517.98 Total capital outlay 115,000.00 115,000.00 101,482.02 13,517.98 Total expenditures 514,516.00 514,516.00 506,960.02 7,555.98 Excess (deficiency) of revenues over expenditures (115,000.00) (115,000.00) (99,494.11) 15,505.89 Net change in fund balances (115,000.00) (115,000.00) (99,494.11) 15,505.89 Fund balances - beginning 425,650.50 425,650.50 425,650.50 - Fund balances - ending $ 310,650.50 $ 310,650.50 $ 326,156.39 $ 15,505.89 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, 2020 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ 1,525,000.00 $ 1,525,000.00 $ 1,490,308.96 $ (34,691.04) Investment revenue 16,800.00 16,800.00 13,608.22 (3,191.78) Total revenues 1,541,800.00 1,541,800.00 1,503,917.18 (37,882.82) EXPENDITURES Capital outlay: Capital Improvements - - 2,477.56 (2,477.56) Total capital outlay - - 2,477.56 (2,477.56) Total expenditures - - 2,477.56 (2,477.56) Excess (deficiency) of revenues over expenditures 1,541,800.00 1,541,800.00 1,501,439.62 (40,360.38) OTHER FINANCING SOURCES (USES) Special assessments 4,400.00 4,400.00 4,482.67 82.67 Transfers out (1,431,045.00) (1,431,045.00) (1,431,045.00) - Total other financing source (uses) (1,426,645.00) (1,426,645.00) (1,426,562.33) 82.67 Net change in fund balances 115,155.00 115,155.00 74,877.29 (40,277.71) Fund balances - beginning 191,049.06 191,049.06 191,049.06 - Fund balances - ending $ 306,204.06 $ 306,204.06 $ 265,926.35 $ (40,277.71) 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, 2020 Variance with Original Final Actual Final Budget REVENUES Miscellaneous $ - $ - $ 20,400.00 $ 20,400.00 Investment revenue 12,500.00 12,500.00 14,297.94 1,797.94 Asset disposition - - 2,000.00 2,000.00 Total revenues 12,500.00 12,500.00 36,697.94 24,197.94 EXPENDITURES Current: Public Safety 78,665.00 78,665.00 65,288.50 13,376.50 Total current 78,665.00 78,665.00 65,288.50 13,376.50 Debt service: Administrative charges 475.00 475.00 319.87 155.13 Principal 935,000.00 935,000.00 935,000.00 - Interest 365,678.00 365,678.00 365,673.74 4.26 Total debt service 1,301,153.00 1,301,153.00 1,300,993.61 159.39 Capital outlay: Public Safety 334,000.00 334,000.00 305,495.76 28,504.24 Total capital outlay 334,000.00 334,000.00 305,495.76 28,504.24 Total expenditures 1,713,818.00 1,713,818.00 1,671,777.87 42,040.13 Excess (deficiency) of revenues over expenditures (1,701,318.00) (1,701,318.00) (1,635,079.93) 66,238.07 OTHER FINANCING SOURCES (USES) Transfers in 2,965,083.00 2,968,533.00 2,926,255.66 (42,277.34) Transfers out (1,315,875.00) (1,315,875.00) (1,273,748.49) 42,126.51 Total other financing source (uses) 1,649,208.00 1,652,658.00 1,652,507.17 (150.83) Net change in fund balances (52,110.00) (48,660.00) 17,427.24 66,087.24 Fund balances - beginning 347,532.53 347,532.53 347,532.53 - Fund balances - ending $ 295,422.53 $ 298,872.53 $ 364,959.77 $ 66,087.24 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, 2020 Variance with Original Final Actual Final Budget REVENUES Taxes $ 2,631,750.00 $ 2,631,750.00 $ 2,526,823.27 $ (104,926.73) Investment revenue - - 6,343.99 6,343.99 Total revenues 2,631,750.00 2,631,750.00 2,533,167.26 (98,582.74) EXPENDITURES Total expenditures - - - - Excess (deficiency) of revenues over expenditures 2,631,750.00 2,631,750.00 2,533,167.26 (98,582.74) OTHER FINANCING SOURCES (USES) Transfers out (2,631,750.00) (2,631,750.00) (2,547,496.95) 84,253.05 Total other financing source (uses) (2,631,750.00) (2,631,750.00) (2,547,496.95) 84,253.05 Net change in fund balances - - (14,329.69) (14,329.69) Fund balances - beginning 246,292.80 246,292.80 246,292.80 - Fund balances - ending $ 246,292.80 $ 246,292.80 $ 231,963.11 $ (14,329.69) 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, 2020 Variance with Original Final Actual Final Budget REVENUES Investment revenue $ - $ - $ 532.35 $ 532.35 Total revenues - - 532.35 532.35 EXPENDITURES Current: Public Safety - 10,000.00 8,673.62 1,326.38 Total current - 10,000.00 8,673.62 1,326.38 Total expenditures - 10,000.00 8,673.62 1,326.38 Excess (deficiency) of revenues over expenditures - (10,000.00) (8,141.27) 1,858.73 OTHER FINANCING SOURCES (USES) Asset disposition - - 10,400.00 10,400.00 Transfers out - (3,450.00) (3,800.00) (350.00) Total other financing source (uses) - (3,450.00) 6,600.00 10,050.00 Net change in fund balances - (13,450.00) (1,541.27) 11,908.73 Fund balances - beginning 25,882.43 25,882.43 25,882.43 - Fund balances - ending $ 25,882.43 $ 12,432.43 $ 24,341.16 $ 11,908.73 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, 2020 Variance with Original Final Actual Final Budget REVENUES Investment revenue $ - $ - $ 20,409.15 $ 20,409.15 Total revenues - - 20,409.15 20,409.15 EXPENDITURES Debt service: Issuance cost - 60,000.00 60,000.00 - Interest - - 2,550.05 (2,550.05) Total debt service - 60,000.00 62,550.05 (2,550.05) Capital outlay: Capital Improvements - 12,000,000.00 11,948,071.92 51,928.08 Total capital outlay - 12,000,000.00 11,948,071.92 51,928.08 Total expenditures - 12,060,000.00 12,010,621.97 49,378.03 Excess (deficiency) of revenues over expenditures - (12,060,000.00) (11,990,212.82) 69,787.18 OTHER FINANCING SOURCES (USES) Bond proceeds - - 1,835,000.00 1,835,000.00 Transfers out - - (41,625.71) (41,625.71) Total other financing source (uses) - - 1,793,374.29 1,793,374.29 Net change in fund balances - (12,060,000.00) (10,196,838.53) 1,863,161.47 Fund balances - beginning 13,516.19 13,516.19 13,516.19 - Fund balances - ending $ 13,516.19 $ (12,046,483.81) $ (10,183,322.34) $ 1,863,161.47 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau General Capital Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 Variance with Original Final Actual Final Budget REVENUES Miscellaneous $ - $ - $ 4,023.76 $ 4,023.76 Investment revenue - - 144.42 144.42 Total revenues - - 4,168.18 4,168.18 EXPENDITURES Total expenditures - - - - Excess (deficiency) of revenues over expenditures - - 4,168.18 4,168.18 OTHER FINANCING SOURCES (USES) Transfers out - (11,091.00) (5,545.41) 5,545.59 Total other financing source (uses) - (11,091.00) (5,545.41) 5,545.59 Net change in fund balances - (11,091.00) (1,377.23) 9,713.77 Fund balances - beginning 10,287.70 10,287.70 10,287.70 - Fund balances - ending $ 10,287.70 $ (803.30) $ 8,910.47 $ 9,713.77 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Community Development Block Grant Project Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 Variance with Original Final Actual Final Budget REVENUES Taxes $ 4,078,125.00 $ 4,078,125.00 $ 3,899,036.22 $ (179,088.78) Investment revenue - - 54,035.41 54,035.41 Total revenues 4,078,125.00 4,078,125.00 3,953,071.63 (125,053.37) EXPENDITURES Debt service: Administrative charges 500.00 500.00 318.00 182.00 Interest 297,610.00 297,610.00 297,610.00 - Total debt service 298,110.00 298,110.00 297,928.00 182.00 Capital outlay: Parks and Recreation 159,000.00 159,000.00 332,047.15 (173,047.15) Total capital outlay 159,000.00 159,000.00 332,047.15 (173,047.15) Total expenditures 457,110.00 457,110.00 629,975.15 (172,865.15) Excess (deficiency) of revenues over expenditures 3,621,015.00 3,621,015.00 3,323,096.48 (297,918.52) OTHER FINANCING SOURCES (USES) Transfers out (3,025,862.00) (3,025,862.00) (1,870,064.85) 1,155,797.15 Total other financing source (uses) (3,025,862.00) (3,025,862.00) (1,870,064.85) 1,155,797.15 Net change in fund balances 595,153.00 595,153.00 1,453,031.63 857,878.63 Fund balances - beginning 959,010.79 959,010.79 959,010.79 - Fund balances - ending $ 1,554,163.79 $ 1,554,163.79 $ 2,412,042.42 $ 857,878.63 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Parks/Stormwater Sales Tax-Capital II Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 Variance with Original Final Actual Final Budget REVENUES Taxes $ 1,359,375.00 $ 1,359,375.00 $ 1,299,678.79 $ (59,696.21) Investment revenue 7,500.00 7,500.00 18,333.99 10,833.99 Total revenues 1,366,875.00 1,366,875.00 1,318,012.78 (48,862.22) EXPENDITURES Total expenditures - - - - Excess (deficiency) of revenues over expenditures 1,366,875.00 1,366,875.00 1,318,012.78 (48,862.22) OTHER FINANCING SOURCES (USES) Transfers out (1,244,487.00) (1,294,487.00) (1,356,299.07) (61,812.07) Total other financing source (uses) (1,244,487.00) (1,294,487.00) (1,356,299.07) (61,812.07) Net change in fund balances 122,388.00 72,388.00 (38,286.29) (110,674.29) Fund balances - beginning 226,065.83 226,065.83 226,065.83 - Fund balances - ending $ 348,453.83 $ 298,453.83 $ 187,779.54 $ (110,674.29) Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Parks/Stormwater Sales Tax Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 89,211.15 $ 89,211.15 Investment revenue - - 13.74 13.74 Total revenues - - 89,224.89 89,224.89 EXPENDITURES Current: Development Services 152,010.00 152,010.00 117,862.57 34,147.43 Total current 152,010.00 152,010.00 117,862.57 34,147.43 Total expenditures 152,010.00 152,010.00 117,862.57 34,147.43 Excess (deficiency) of revenues over expenditures (152,010.00) (152,010.00) (28,637.68) 123,372.32 OTHER FINANCING SOURCES (USES) Transfers in 30,680.00 41,771.00 34,111.44 (7,659.56) Total other financing source (uses) 30,680.00 41,771.00 34,111.44 (7,659.56) Net change in fund balances (121,330.00) (110,239.00) 5,473.76 115,712.76 Fund balances - beginning 321.78 321.78 321.78 - Fund balances - ending $ (121,008.22) $ (109,917.22) $ 5,795.54 $ 115,712.76 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, 2020 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 68,404.81 $ 68,404.81 Commercial charges 2,455,000.00 2,455,000.00 2,270,030.87 (184,969.13) Other fees and charges 4,715,000.00 4,715,000.00 4,638,041.02 (76,958.98) Internal charges - - 5,163.57 5,163.57 Miscellaneous 2,000.00 2,000.00 2,382.82 382.82 Investment revenue 144,000.00 144,000.00 157,449.58 13,449.58 Total revenues 7,316,000.00 7,316,000.00 7,141,472.67 (174,527.33) EXPENDITURES Current: Contractual services 1,063,274.00 1,068,037.54 935,227.27 132,810.27 General operating expenses 418,545.00 415,145.00 373,641.52 41,503.48 Internal service expense 202,078.00 187,078.00 167,132.71 19,945.29 Material and supplies 1,015,098.00 944,033.42 749,702.17 194,331.25 Personnel services 1,883,634.00 1,883,634.00 1,743,415.79 140,218.21 Special projects expense 18,000.00 63,000.00 11,209.41 51,790.59 Total current 4,600,629.00 4,560,927.96 3,980,328.87 580,599.09 Debt service: Administrative charges 330,114.00 330,114.00 326,254.01 3,859.99 Principal 4,800,000.00 4,800,000.00 4,800,000.00 - Interest 847,622.00 847,622.00 853,112.76 (5,490.76) Total debt service 5,977,736.00 5,977,736.00 5,979,366.77 (1,630.77) Capital outlay: Capital Improvements 325,000.00 363,138.00 274,220.90 88,917.10 Equipment 63,500.00 81,640.00 257,479.77 (175,839.77) Total capital outlay 388,500.00 444,778.00 531,700.67 (86,922.67) Total expenditures 10,966,865.00 10,983,441.96 10,491,396.31 492,045.65 Excess (deficiency) of revenues over expenditures (3,650,865.00) (3,667,441.96) (3,349,923.64) 317,518.32 OTHER FINANCING SOURCES (USES) Compensation for damages - - 12,222.15 12,222.15 Contributed cap - connect fee 100,000.00 100,000.00 114,009.00 14,009.00 Special assessments - - 2,130.00 2,130.00 Asset disposition - - 72,775.00 72,775.00 Transfers in 3,450,000.00 3,450,000.00 5,147,432.84 1,697,432.84 Total other financing source (uses) 3,550,000.00 3,550,000.00 5,348,568.99 1,798,568.99 Net change in fund balances (100,865.00) (117,441.96) 1,998,645.35 2,116,087.31 Fund balances - beginning 9,061,094.76 9,061,094.76 9,061,094.76 - Fund balances - ending $ 8,960,229.76 $ 8,943,652.80 $ 11,059,740.11 $ 2,116,087.31 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, 2020 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 16,535.31 $ 16,535.31 Residential charges 4,096,800.00 4,096,800.00 4,021,089.08 (75,710.92) Commercial charges 2,731,560.00 2,731,560.00 2,586,310.36 (145,249.64) Other fees and charges 237,780.00 237,780.00 183,582.07 (54,197.93) Miscellaneous 21,992.00 21,992.00 23,475.39 1,483.39 Investment revenue 132,500.00 132,500.00 187,970.84 55,470.84 Total revenues 7,220,632.00 7,220,632.00 7,018,963.05 (201,668.95) EXPENDITURES Current: Contractual services 3,228,572.00 3,600,934.31 3,384,103.99 216,830.32 General operating expenses 361,507.00 363,064.87 348,309.30 14,755.57 Internal service expense 196,480.00 196,480.00 210,530.83 (14,050.83) Material and supplies 1,333,200.00 1,342,022.69 1,373,895.39 (31,872.70) Personnel services 347,628.00 347,628.00 297,173.85 50,454.15 Special projects expense - - 138.00 (138.00) Total current 5,467,387.00 5,850,129.87 5,614,151.36 235,978.51 Debt service: Administrative charges - - 450.00 (450.00) Issuance cost - 147,162.50 147,162.50 - Principal 620,000.00 620,000.00 9,905,000.00 (9,285,000.00) Interest 337,532.00 337,532.00 391,961.19 (54,429.19) Total debt service 957,532.00 1,104,694.50 10,444,573.69 (9,339,879.19) Capital outlay: Capital Improvements 1,370,000.00 978,028.44 143,869.79 799,229.93 Equipment 200,000.00 208,450.00 301,955.89 (93,505.89) Total capital outlay 1,570,000.00 1,186,478.44 445,825.68 705,724.04 Total expenditures 7,994,919.00 8,141,302.81 16,504,550.73 (8,398,176.64) Excess (deficiency) of revenues over expenditures (774,287.00) (920,670.81) (9,485,587.68) (8,599,845.59) OTHER FINANCING SOURCES (USES) Compensation for damages - - 21,798.74 21,798.74 Bond proceeds - - 9,394,508.50 9,394,508.50 Asset disposition 10,000.00 10,000.00 94,548.10 84,548.10 Transfers in 1,020,000.00 1,020,000.00 301,230.13 (718,769.87) Total other financing source (uses) 1,030,000.00 1,030,000.00 9,812,085.47 8,782,085.47 Net change in fund balances 255,713.00 109,329.19 326,497.79 182,239.88 Fund balances - beginning 6,417,651.87 6,417,651.87 6,417,651.87 - Fund balances - ending $ 6,673,364.87 $ 6,526,981.06 $ 6,744,149.66 $ 182,239.88 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, 2020 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ 104,921.00 $ 104,921.00 $ 41,345.58 $ (63,575.42) Residential charges 2,779,373.00 2,779,373.00 2,791,172.73 11,799.73 Commercial charges 49,500.00 49,500.00 48,949.08 (550.92) Transfer station charges 1,503,903.00 1,503,903.00 1,659,046.97 155,143.97 Other fees and charges 78,235.00 78,235.00 44,384.80 (33,850.20) Miscellaneous 179,000.00 179,000.00 158,187.25 (20,812.75) Investment revenue 50,000.00 50,000.00 32,131.52 (17,868.48) Total revenues 4,744,932.00 4,744,932.00 4,775,217.93 30,285.93 EXPENDITURES Current: Contractual services 1,919,770.00 2,264,639.47 2,166,405.78 98,233.69 General operating expenses 12,094.00 7,948.47 4,899.00 3,049.47 Internal service expense 444,533.00 369,533.00 325,799.38 43,733.62 Material and supplies 260,238.00 236,383.09 201,075.90 35,307.19 Personnel services 1,241,224.00 1,241,224.00 1,213,516.95 27,707.05 Special projects expense 138,086.00 136,586.00 138,192.73 (1,606.73) Total current 4,015,945.00 4,256,314.03 4,049,889.74 206,424.29 Debt service: Administrative charges - - 103.44 (103.44) Principal 165,455.00 165,455.00 165,454.69 0.31 Interest 116,545.00 116,545.00 97,682.01 18,862.99 Total debt service 282,000.00 282,000.00 263,240.14 18,759.86 Capital outlay: Equipment 1,135,000.00 1,135,052.93 1,138,852.93 (3,800.00) Total capital outlay 1,135,000.00 1,135,052.93 1,138,852.93 (3,800.00) Total expenditures 5,432,945.00 5,673,366.96 5,451,982.81 221,384.15 Excess (deficiency) of revenues over expenditures (688,013.00) (928,434.96) (676,764.88) 251,670.08 OTHER FINANCING SOURCES (USES) Compensation for damages - - 10,568.50 10,568.50 Asset disposition 100,000.00 100,000.00 7,200.00 (92,800.00) Advances from other funds 1,052,500.00 1,052,500.00 855,000.00 (197,500.00) Total other financing source (uses) 1,152,500.00 1,152,500.00 872,768.50 (279,731.50) Net change in fund balances 464,487.00 224,065.04 196,003.62 (28,061.42) Fund balances - beginning 1,514,245.06 1,514,245.06 1,514,245.06 - Prior period adjustment (302.08) (302.08) (302.08) Fund balances - ending $ 1,978,429.98 $ 1,738,008.02 $ 1,709,946.60 $ (28,061.42) 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, 2020 Variance with Original Final Actual Final Budget REVENUES Concession revenues $ 45,177.00 $ 45,177.00 $ 48,269.49 $ 3,092.49 Usage fees 496,200.00 496,200.00 436,789.55 (59,410.45) Miscellaneous 1,000.00 1,000.00 1,041.37 41.37 Investment revenue 4,300.00 4,300.00 3,788.56 (511.44) Total revenues 546,677.00 546,677.00 489,888.97 (56,788.03) EXPENDITURES Current: Contractual services 55,404.00 55,837.00 55,659.27 177.73 General operating expenses 3,940.00 3,590.00 2,193.76 1,396.24 Internal service expense 43,128.00 43,128.00 44,856.36 (1,728.36) Material and supplies 100,326.00 99,993.00 99,762.85 230.15 Personnel services 393,192.00 394,902.00 365,060.32 29,841.68 Special projects expense 3,985.00 2,525.00 909.83 1,615.17 Total current 599,975.00 599,975.00 568,442.39 31,532.61 Total expenditures 599,975.00 599,975.00 568,442.39 31,532.61 Excess (deficiency) of revenues over expenditures (53,298.00) (53,298.00) (78,553.42) (25,255.42) OTHER FINANCING SOURCES (USES) Asset disposition - - 1,450.00 1,450.00 Transfers in 53,298.00 103,298.00 75,732.84 (27,565.16) Total other financing source (uses) 53,298.00 103,298.00 77,182.84 (26,115.16) Net change in fund balances - 50,000.00 (1,370.58) (51,370.58) Fund balances - beginning 96,179.08 96,179.08 96,179.08 - Fund balances - ending $ 96,179.08 $ 146,179.08 $ 94,808.50 $ (51,370.58) 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, 2020 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 4,250.00 $ 4,250.00 Concession revenues 59,450.00 59,450.00 49,603.74 (9,846.26) Usage fees 321,581.00 321,581.00 245,615.49 (75,965.51) Miscellaneous 650.00 650.00 190.31 (459.69) Investment revenue 5,175.00 5,175.00 2,324.12 (2,850.88) Total revenues 386,856.00 386,856.00 301,983.66 (84,872.34) EXPENDITURES Current: Contractual services 93,490.00 111,418.85 115,142.84 (3,723.99) General operating expenses 2,160.00 2,335.00 1,875.01 459.99 Internal service expense 45,923.00 45,923.00 60,568.40 (14,645.40) Material and supplies 174,913.00 156,809.15 144,752.30 12,056.85 Personnel services 643,716.00 641,216.00 583,008.69 58,207.31 Special projects expense 82,755.00 85,255.00 64,930.32 20,324.68 Total current 1,042,957.00 1,042,957.00 970,277.56 72,679.44 Capital outlay: Equipment - - 8,000.00 (8,000.00) Total capital outlay - - 8,000.00 (8,000.00) Total expenditures 1,042,957.00 1,042,957.00 978,277.56 64,679.44 Excess (deficiency) of revenues over expenditures (656,101.00) (656,101.00) (676,293.90) (20,192.90) OTHER FINANCING SOURCES (USES) Compensation for damages - - 30,809.61 30,809.61 Transfers in 656,101.00 664,285.00 646,480.88 (17,804.12) Total other financing source (uses) 656,101.00 664,285.00 677,290.49 13,005.49 Net change in fund balances - 8,184.00 996.59 (7,187.41) Fund balances - beginning 163,088.91 163,088.91 163,088.91 - Fund balances - ending $ 163,088.91 $ 171,272.91 $ 164,085.50 $ (7,187.41) 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, 2020 Variance with Original Final Actual Final Budget REVENUES Concession revenues $ 102,550.00 $ 102,550.00 $ 80,509.16 $ (22,040.84) Usage fees 486,495.00 486,495.00 414,217.35 (72,277.65) Miscellaneous 5,000.00 5,000.00 63,507.00 58,507.00 Investment revenue 3,700.00 3,700.00 1,834.17 (1,865.83) Total revenues 597,745.00 597,745.00 560,067.68 (37,677.32) EXPENDITURES Current: Contractual services 103,651.00 103,651.00 105,173.58 (1,522.58) General operating expenses 6,693.00 6,068.00 1,807.81 4,260.19 Internal service expense 10,444.00 10,244.00 10,610.06 (366.06) Material and supplies 140,464.00 141,089.00 121,274.48 19,814.52 Personnel services 456,657.00 455,157.00 378,775.58 76,381.42 Special projects expense 41,935.00 43,635.00 32,485.82 11,149.18 Total current 759,844.00 759,844.00 650,127.33 109,716.67 Total expenditures 759,844.00 759,844.00 650,127.33 109,716.67 Excess (deficiency) of revenues over expenditures (162,099.00) (162,099.00) (90,059.65) 72,039.35 OTHER FINANCING SOURCES (USES) Transfers in 162,099.00 162,099.00 90,519.20 (71,579.80) Total other financing source (uses) 162,099.00 162,099.00 90,519.20 (71,579.80) Net change in fund balances - - 459.55 459.55 Fund balances - beginning 119,631.45 119,631.45 119,631.45 - Fund balances - ending $ 119,631.45 $ 119,631.45 $ 120,091.00 $ 459.55 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Indoor Sports Complex Fund Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 Variance with Original Final Actual Final Budget REVENUES Internal charges $ 798,955.00 $ 798,955.00 $ 798,955.00 $ - Investment revenue - - 1,098.12 1,098.12 Total revenues 798,955.00 798,955.00 800,053.12 1,098.12 EXPENDITURES Current: Contractual services 251,905.00 293,674.75 293,648.75 26.00 General operating expenses 5,450.00 2,419.00 2,261.18 157.82 Material and supplies 86,200.00 110,709.25 111,801.65 (1,092.40) Personnel services 318,200.00 318,200.00 325,253.92 (7,053.92) Total current 661,755.00 725,003.00 732,965.50 (7,962.50) Capital outlay: Equipment 137,200.00 104,052.00 103,951.48 100.52 Total capital outlay 137,200.00 104,052.00 103,951.48 100.52 Total expenditures 798,955.00 829,055.00 836,916.98 (7,861.98) Excess (deficiency) of revenues over expenditures - (30,100.00) (36,863.86) (6,763.86) OTHER FINANCING SOURCES (USES) Compensation for damages - - 61,298.75 61,298.75 Total other financing source (uses) - - 61,298.75 61,298.75 Net change in fund balances - (30,100.00) 24,434.89 54,534.89 Fund balances - beginning 158,087.54 158,087.54 158,087.54 - Fund balances - ending $ 158,087.54 $ 127,987.54 $ 182,522.43 $ 54,534.89 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, 2020 Variance with Original Final Actual Final Budget REVENUES Intergovernmental $ - $ - $ 11,587.27 $ 11,587.27 Charges for services 14,240.00 14,240.00 1,026.56 (13,213.44) Internal charges 1,500,000.00 1,500,000.00 1,418,948.74 (81,051.26) Miscellaneous - - 637.14 637.14 Investment revenue 2,500.00 2,500.00 4,547.40 2,047.40 Total revenues 1,516,740.00 1,516,740.00 1,436,747.11 (79,992.89) EXPENDITURES Current: Contractual services 291,076.00 315,718.17 295,712.97 20,005.20 General operating expenses 5,050.00 5,050.00 7,238.48 (2,188.48) Internal service expense 7,989.00 7,989.00 7,989.00 - Material and supplies 519,105.00 479,016.83 433,592.41 45,424.42 Personnel services 693,520.00 693,520.00 695,345.71 (1,825.71) Total current 1,516,740.00 1,501,294.00 1,439,878.57 61,415.43 Capital outlay: Equipment - 15,446.00 15,445.15 0.85 Total capital outlay - 15,446.00 15,445.15 0.85 Total expenditures 1,516,740.00 1,516,740.00 1,455,323.72 61,416.28 Excess (deficiency) of revenues over expenditures - - (18,576.61) (18,576.61) Net change in fund balances - - (18,576.61) (18,576.61) Fund balances - beginning 325,511.56 325,511.56 325,511.56 - Fund balances - ending $ 325,511.56 $ 325,511.56 $ 306,934.95 $ (18,576.61) 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, 2020 Variance with Original Final Actual Final Budget REVENUES Charges for services $ 30,000.00 $ 30,000.00 $ 12,494.86 $ (17,505.14) Internal charges 4,124,017.00 4,124,017.00 4,202,107.39 78,090.39 Miscellaneous - - 333.63 333.63 Investment revenue 62,500.00 62,500.00 49,615.49 (12,884.51) Total revenues 4,216,517.00 4,216,517.00 4,264,551.37 48,034.37 EXPENDITURES Current: Contractual services 4,407,300.00 4,807,200.00 4,365,186.47 442,013.53 General operating expenses 22,500.00 22,300.00 13,521.09 8,778.91 Material and supplies 2,500.00 2,500.00 231.59 2,268.41 Special projects expense 1,500.00 1,800.00 1,590.05 209.95 Total current 4,433,800.00 4,833,800.00 4,380,529.20 453,270.80 Total expenditures 4,433,800.00 4,833,800.00 4,380,529.20 453,270.80 Excess (deficiency) of revenues over expenditures (217,283.00) (617,283.00) (115,977.83) 501,305.17 OTHER FINANCING SOURCES (USES) Transfers out (26,350.00) (26,350.00) (26,350.00) - Total other financing source (uses) (26,350.00) (26,350.00) (26,350.00) - Net change in fund balances (243,633.00) (643,633.00) (142,327.83) 501,305.17 Fund balances - beginning 2,142,925.79 2,142,925.79 2,142,925.79 - Fund balances - ending $ 1,899,292.79 $ 1,499,292.79 $ 2,000,597.96 $ 501,305.17 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, 2020 Variance with Original Final Actual Final Budget REVENUES Internal charges $ 659,590.00 $ 659,590.00 $ 650,721.69 $ (8,868.31) Investment revenue 38,625.00 38,625.00 36,324.90 (2,300.10) Total revenues 698,215.00 698,215.00 687,046.59 (11,168.41) EXPENDITURES Current: Contractual services 628,215.00 828,215.00 843,075.22 (14,860.22) General operating expenses 70,000.00 70,000.00 46,514.19 23,485.81 Total current 698,215.00 898,215.00 889,589.41 8,625.59 Total expenditures 698,215.00 898,215.00 889,589.41 8,625.59 Excess (deficiency) of revenues over expenditures - (200,000.00) (202,542.82) (2,542.82) Net change in fund balances - (200,000.00) (202,542.82) (2,542.82) Fund balances - beginning 1,154,288.30 1,154,288.30 1,154,288.30 - Fund balances - ending $ 1,154,288.30 $ 954,288.30 $ 951,745.48 $ (2,542.82) 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, 2020 Variance with Original Final Actual Final Budget REVENUES Internal charges $ 395,985.00 $ 395,985.00 $ 365,341.62 $ (30,643.38) Investment revenue 37,500.00 37,500.00 35,656.21 (1,843.79) Total revenues 433,485.00 433,485.00 400,997.83 (32,487.17) EXPENDITURES Capital outlay: Equipment 590,420.00 590,420.00 531,848.72 58,571.28 Total capital outlay 590,420.00 590,420.00 531,848.72 58,571.28 Total expenditures 590,420.00 590,420.00 531,848.72 58,571.28 Excess (deficiency) of revenues over expenditures (156,935.00) (156,935.00) (130,850.89) 26,084.11 OTHER FINANCING SOURCES (USES) Asset disposition 30,000.00 30,000.00 100,000.00 70,000.00 Total other financing source (uses) 30,000.00 30,000.00 100,000.00 70,000.00 Net change in fund balances (126,935.00) (126,935.00) (30,850.89) 96,084.11 Fund balances - beginning 1,561,913.04 1,561,913.04 1,561,913.04 - Fund balances - ending $ 1,434,978.04 $ 1,434,978.04 $ 1,531,062.15 $ 96,084.11 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau General Equipment Replacement Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 Variance with Original Final Actual Final Budget REVENUES Taxes $ 190,000.00 $ 190,000.00 $ 236,343.56 $ 46,343.56 Investment revenue 25,000.00 25,000.00 25,628.23 628.23 Total revenues 215,000.00 215,000.00 261,971.79 46,971.79 EXPENDITURES Current: Development Services 138,885.00 138,885.00 140,333.56 (1,448.56) Total current 138,885.00 138,885.00 140,333.56 (1,448.56) Capital outlay: Capital Improvements 266,115.00 266,115.00 10,000.00 256,115.00 Total capital outlay 266,115.00 266,115.00 10,000.00 256,115.00 Total expenditures 405,000.00 405,000.00 150,333.56 254,666.44 Excess (deficiency) of revenues over expenditures (190,000.00) (190,000.00) 111,638.23 301,638.23 OTHER FINANCING SOURCES (USES) Transfers in 190,000.00 190,000.00 146,680.01 (43,319.99) Total other financing source (uses) 190,000.00 190,000.00 146,680.01 (43,319.99) Net change in fund balances - - 258,318.24 258,318.24 Fund balances - beginning 1,138,073.00 1,138,073.00 1,138,073.00 - Fund balances - ending $ 1,138,073.00 $ 1,138,073.00 $ 1,396,391.24 $ 258,318.24 Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Riverfront Region Economic Development Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 Variance with Original Final Actual Final Budget REVENUES Investment revenue $ - $ - $ 17,419.29 $ 17,419.29 Total revenues - - 17,419.29 17,419.29 EXPENDITURES Capital outlay: Capital Improvements - 567,500.00 724,847.62 (157,347.62) Total capital outlay - 567,500.00 724,847.62 (157,347.62) Total expenditures - 567,500.00 724,847.62 (157,347.62) Excess (deficiency) of revenues over expenditures - (567,500.00) (707,428.33) (139,928.33) Net change in fund balances - (567,500.00) (707,428.33) (139,928.33) Fund balances - beginning 626,041.19 626,041.19 626,041.19 - Fund balances - ending $ 626,041.19 $ 58,541.19 $ (81,387.14) $ (139,928.33) Budgeted Amounts See Independent Auditors' Report. City of Cape Girardeau Transportation Sales Tax IV Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual For the Year Ended June 30, 2020 ANNUAL FEDERAL FINANCIAL COMPLIANCE SECTION 125 INDEPENDENT AUDITORS’ REPORT ON COMPLIANCE FOR THE 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 the City of Cape Girardeau, Missouri’s major federal program for the year ended June 30, 2020. The City of Cape Girardeau, Missouri’s major federal program is identified in the summary of auditors’ results section of the accompanying Schedule of Findings and Questioned Costs. Management’s Responsibility Management is responsible for compliance with 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 the City of Cape Girardeau, Missouri’s major federal program based on our audit of the types of compliance requirements referred to above. We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicabl e 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 the major federal program. However, our audit does not provide a legal determination of the City of Cape Girardeau, Missouri’s compliance. 126 Opinion on Each Major Federal Program In our opinion, the City of Cape Girardeau, Missouri complied, in all material respects, with the types of compliance requirements referred to above that could have a direct and material effect on the major federal program for the year ended June 30, 2020. 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 the major federal program to determine the auditing procedures that are appropriate in the circumstances for the purpose of expressing an opinion on compliance for the 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 March 6, 2021 127 INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS Honorable Mayor and Members of the City Council City of Cape Girardeau, Missouri We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Cape Girardeau, Missouri as of and for the year ended June 30, 2020, 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 March 6, 2021. 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 128 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 an instance of noncompliance or other matter that is required to be reported under Government Auditing Standards and which is described in the Schedule of Findings and Questioned Costs as item 2020-001. City of Cape Girardeau’s Response to the Finding City of Cape Girardeau’s response to the finding identified in our audit is described in the accompanying Schedule of Findings and Questioned Costs. City of Cape Girardeau’s response was not subjected to the auditing procedures applied in the audit of the financial statements and, accordingly, we express no opinion on it. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. BEUSSINK, HEY, ROE & STRODER, L.L.C. Cape Girardeau, Missouri March 6, 2021 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 Housing Development Commission - Emergency Solutions Grant Program 14.231 20-714-E 71,274$ 19-714-E 84,684 155,958 TOTAL U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT 155,958$ U.S. DEPARTMENT OF JUSTICE: Bulletproof Vest Partnership Program 16.607 BUBX15079622 1,588$ Edward Byrne Memorial Justice Assistance Grant Program 16.738 2019-DJ-BX-0331 16,117$ 2018-DJ-BX-0309 513 16,630 TOTAL U.S. DEPARTMENT OF JUSTICE 18,218$ City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended June 30, 2020 Disbursements The Accompanying Notes to the Schedule of Expenditures of Federal Awards Are an Integral Part of This Report. 129 Federal CFDA Program Federal Grantor/Pass-Through Grantor Program Title Number Number U.S. DEPARTMENT OF TRANSPORTATION: Passed Through Missouri Department of Transportation - Airport Improvement Program (1)20.106 13-077A-2 2,984$ 19-077A-1 226,274 20-077A-2 437,831 667,089$ Highway Planning and Construction Cluster: Highway Planning and Construction 20.205 TAP-1500(023)9,781$ MO-81-0013 105,236 TEAP032 8,000 Passed Through Illinois Department of Transportation - Highway Planning and Construction Cluster: Highway Planning and Construction 20.205 SPR-PL-3000(48)2,289 Total Highway Planning and Construction Cluster 125,306 Passed Through Missouri Department of Transportation - Highway Safety Cluster: State and Community Highway Safety 20.600 19-PT-02-062 4,592$ 20-PT-02-005 876 20-CP-09-005 62,806 19-CP-09-003 85,554 153,828 National Priority Safety Programs 20.616 19-M5TR-03-005 54,466 Total Highway Safety Cluster 208,294 Alcohol Open Container Requirements 20.607 20-154-AL-006 5,767$ 19-154-AL-068 2,253 8,020 TOTAL U.S. DEPARTMENT OF TRANSPORTATION 1,008,709$ City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended June 30, 2020 Disbursements The Accompanying Notes to the Schedule of Expenditures of Federal Awards Are an Integral Part of This Report. 130 Federal CFDA Program Federal Grantor/Pass-Through Grantor Program Title Number Number U.S. DEPARTMENT OF THE TREASURY: Passed Through Cape Girardeau County Coronavirus Relief Fund 21.019 269,454$ TOTAL U.S. DEPARTMENT OF THE TREASURY 269,454 U.S. DEPARTMENT OF HOMELAND SECURITY: Passed Through the Missouri State Emergency Management Agency Emergency Mangement Performance Grants 97.042 EMK-2020-EP-00004-23 2,339 Presidential Declared Distaster Assistance to Individuals and Households - Other Needs 97.050 FEMA-4435-DR-MO 18,562$ FEMA-4451-DR-MO 167,373 185,935 Passed Through Missouri Office of Homeland Security - Homeland Security Grant Program 97.067 EMW-2019-SS-00039 15,703$ EMW-2018-SS-00044 5,352 EMW-2017-SS-00047 4,761 25,816 Direct - Staffing for Adequate Fire and Emergency Response 97.083 EMW-2018-FH-00494 27,195 Law Enforcement Officer Reimbursement Agreement Program 97.090 HSTS0216HSLR823 15,000 TOTAL U.S. DEPARTMENT OF HOMELAND SECURITY 525,739$ TOTAL FEDERAL AWARDS 1,808,624$ (1) Identified major program. City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended June 30, 2020 Disbursements The Accompanying Notes to the Schedule of Expenditures of Federal Awards Are an Integral Part of This Report. 131 132 City of Cape Girardeau, Missouri NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS Year Ended June 30, 2020 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, 2020. 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. 133 City of Cape Girardeau, Missouri SCHEDULE OF FINDINGS AND QUESTIONED COSTS For the Year Ended June 30, 2020 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? X yes 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 134 Identification of major programs. CFDA Number Name of Federal Program 20.106 Airport Improvement Program Dollar threshold used to distinguish between type A and type B programs: $750,000 Auditee qualified as low-risk auditee: X yes no 2. FINANCIAL STATEMENT FINDINGS: 2020-001 Budgeted Expenditures: Criteria: According to Section 67.080 RSMo, no expenditure of public monies shall be made unless it is authorized in the budget. Condition: Actual expenditures exceeded budgetary limits by $164,831.79 in the Transportation sales Tax IV Fund and $172,865.15 in the Park/Stormwater Sales Tax – Capital II Fund. Cause: The City had the fund balance for the expenditures in these two funds, but were unaware they did not budget enough until after year end. Effect: The City authorized expenditures in excess of budgetary limits. Recommendation: The City Council should legally adopt the budget for all funds and monitor the budget more closely. If additional sources of funds become available throughout the year, the original budgets should be amended to allow the expenditure of such monies. Views of Responsible Officials and Planned Corrective Action: The City Council will to the best of their ability, communicate with the City Finance Department and comply with statutes and correct the findings as noted in the financial statements. 3. FEDERAL AWARD FINDINGS AND QUESTIONED COSTS: No findings or questioned costs were noted that are required to be reported. 135 SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS For the Year Ended June 30, 2020 SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS 1. FINANCIAL STATEMENT FINDINGS: No findings were noted that are required to be reported. 2. FEDERAL AWARD FINDINGS AND QUESTIONED COSTS: No Federal findings were reported in the prior year.