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HomeMy WebLinkAbout2007-2008.AuditReportCITY OF CAPE GIRARDEAU, MISSOURI Cape Girardeau, Missouri For the Year Ended June 30, 2008 ANNUAL FINANCIAL REPOR'P BEUSSINK, HEY, ROE, SEABAUGH & STRODER, L.L.C. Certified Public Accountants Cl TY OF CAPE GIRARDEAU MISSOURI TABLE OF CONTENTS FINANCIAL SECTION Pate No. INDEPENDENT AUDITORS' REPORT 1-2 REQUIRED SUPPLEMENTARY INFORMATION MANAGEMENT'S DISCUSSION AND ANALYSIS 3-16 BASIC FINANCIAL STATEMENTS GOVERNMENT-WIDE FINANCIAL STATEMENTS STATEMENT OF NET ASSETS 17-18 STATEMENTOF ACTIVITIES 19-20 FUND FINANCIAL STATEMENTS GOVERNMENTAL FUNDS FINANCIAL STATEMENTS BALANCE SHEET 21_22 ,. RECONCILIATION OF THE BALANCE. SHEETOF GOVERNMENTAL FUNDS TO "I'HE STATEMENT OF NET ASSETS 23 S"I ATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES 24 .� RFCONCILIAI ION OF THE S'l ATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES 25 PROPRIETORY FUNDS FINANCIAL S"IATEMENTS STATEMENT OF NET ASSETS 26-27 STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS 28 STATEMENT OF CASH FLOWS 29-30 FIDUCIARY FUNDS FINANCIAL STATEMENTS STATEMENT OF NE"I ASSETS 31 NOTES TO BASIC FINANCIAL STATEMENTS 32-68 REQUIRED SUPPLEMENTAL INFORMATION STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL GENERAL 69 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND _ ACTUAL - AIRPORT 70 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL, - PARK & RECREATION 71 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL - TRANSPORTATION SALES TAX TRUST FUND II 72 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES 1N FUND BALANCES - BUDGET AND AC"CUAL -TRANSPORTATION SALES TAX TRUST FUND III 73 NOTES TO BUDGETARY COMPARISON SCHEDULES 74-77 .. SCHEDULE OF FUNDING PROGRESS 78 SUPPLEMENTAL INFORMATION STATEMEN-I OF REVENUES, EXPENDITURES, AND CHANGES IN FEND BALANCES BUDGET AND ACTUAL- VISION 2000 79 STATEMEN L OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL --CONVENTION AND TOURISM 80 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACI UAL - DOWNTOWN BUSINESS DISIRICT 81 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND AC"IUAL -HEALTH 82 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL -MOTOR FUEL TAX 83 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - CAPITAL IMPROVEMENT SALES TAX - FLOOD CONTROL 84 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL CAPITAL IMPROVEMENT SALES TAX - WATER SYSTEM IMPROVEMENTS 85 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL - TRANSPORTATION SALES TAX TRUST FUND 86 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL CAPITAL IMPROVEMENT SALES TAX SEWER SYS "PEM IMPROVEMENTS 87 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES- BUDGET AND ACTUAL - FIRE SALES TAX FUND 88 STATEMENT OF REVENUES, EXPENDITL-RES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL PUBLIC SAFETY TRUST FUND 89 S'T ATEMF.NT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL -DEBT SERVICE 90 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL GFNERALCAPTTALIMPROVFMENTS 91 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL- STREET IMPROVEMENTS 92 SIA I EMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL PARK IMPROVEMENTS 93 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL - FAU GRANT PROJECTS 94 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL-COMMUNITY DEVELOPMENT BLOCK GRANT PROJECTS 95 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL-CORP FLOOD CONTROL PROJECTS 96 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL-HOUSING DEVELOPMENT GRANTS 97 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUALSEWER98 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL- WATER 99 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -- BUDGET AND ACTUAL SOLID WASTE 100 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL-GOLF COURSE 101 STA-FEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL-SOFTBALL COMPLEX 102 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - MANAGEMENT INFORMATION SYSTEMS 103 STATEMENT OF REVENUES. EXPENDTFLIRES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL - FLEET MANAGEMENT I04 STATEMENT OF REVENUES, F.XPENDTLURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL FRINGF. BENEFI"IS 105 STATEMENT OF REVENUES, EXPENDITURES, AN CHANGES IN FUND BALANCES -- BUDGET AND ACTUAL -RISK MANAGEMENT 106 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL- EQUIPMENT REPLACEMENT 107 STATEMEN"F OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL- PARK IMPROVEMENTPROJECFS FROM PARKS/STORM WATER SALES TAX 108 ANNUAL FEDERAL FINANCIAL COMPLIANCE SECT ION REPORT ON COMPLIANCE WITH REQUIREMENTS APPLICABLE TO EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE IN ACCORDANCE WITH OMB CIRCULAR A-133 109-110 REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN ,. AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMLNTA UDITING STANDARDS 111-I12 SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 113-115 NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 116 SCHEDULE OF FINDINGS AND QUESTIONED COS I'S 117-118 SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS 119 BEUSSINK, HEY, ROE, SEABAUGH & STRODER, L.L.C. Certified Public Accountants 4018 Sycamore 16 So. Silver Springs Road 105 So. Hope Cairo, Illinois 62914 Cape Girardeau, Missouri 63703 Jackson, Missouri 63755 Telephone (618) 734-3300 Telephone (573) 334-7971 "telephone (573) 243-3991 Facsimile (618) 734-3303 Facsimile (573) 334-8875 Facsimile (573) 243-3186 TND EPENDENT AUDITORS' REPORT Honorable Mayor and Members of the City Council City of Cape Girardeau, Missouri We have audited the accompanying financial statements of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information of the City of Cape Girardeau, Missouri (the City), as of and for the year ended June 30, 20087 which collectively comprise the City's basic financial statements as listed in the table of contents. These financial statements are the responsibility of the City's management. Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. 'Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our 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, 2008, and the respective changes in financial position, and cash flows, where applicable, thereof for the year then ended in conformity with accounting principles generally accepted in the United States of America. In accordance with Government Auditing Standards, we have also issued our report dated January 12, 2009, on our consideration of the City's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The propose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting of on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and important for assessing the results of our audit. I The management's discussion and analysis and budgetary comparison information on pages 3 through 16 and 69 through 77 are not a required part of the basic financial statements but are supplementary information required by accounting principles generally accepted in the United States of America. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods of measurement and presentation of the required supplementary information. However, we did not audit the information and express no opinion on it. Our audit was conducted for the purpose of Conning opinions on the financial statements that _ collectively comprise the City of Cape Girardeau, Missouri's basic financial statements. The combining and individual nonmajor fund financial statements arc presented for purposes of additional analysis and are not a required part of the basic financial statements. The accompanying Schedule of Expenditures of Federal Awards is presented for purposes of additional analysis as required by U.S. Office of Management and Budget Circular A-133, Audas of States, Local Governments, and Non -Profit Organizations, and is also not a required part of the basic financial statements of the City of Cape Girardeau, Missouri. The combining and individual nonmajor find financial statements and the Schedule of Expenditures of Federal Awards have been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, are fairly stated in all material respects in relation to the basic financial statements taken as a whole. BEUSSINK, HEY, ROE, SEABAUGH & STRODER, L.L.C. 90Nom, Z -e, <c- Sfn/ea c.c.c. Cape Girardeau, Missouri January 12, 2009 REQUIRED SUPPLEMENTARY INFORMATION CITY OF CAPE GIRARDEAU. MISSOURI Management's Discussion and Analysis I'he discussion and analysis of the City of Cape Girardeau', financial performance provides an overall review ofthe City's financial activities for the fiscal year ended June 30, 2008. The totcn( 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 financialperformancc - o During the current year the City's bond rating was upgraded by Standard and Poor's to 'A i" from "A'. o The City of ( ape Girardeau's total long-term debt decreased by $5,483,521.79 (8.0 percent) during the current fiscal year as a result of the City making its scheduled payments and not issuing any new debt. Overview ofthe Financial Statements 'chis discussion and analysis are intended to serve as an introduction to the City of Cape Girardeau's basic financial statements. The City of Cape Ginardeau'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 mmerew of the City of Cape Gimrdeau's finances, in a manner similar to a private -sector business_ 'I he statement of net assets prese,us information on all the C1ity's assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position ofthe Cary is improving or deteriorating. 'Ihe statement of activities presents information showing how the City's net assets changed during the most recent fiscal year. All changes in the net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing ofthe related cash flows. 'thus, revenues and expenses are reported in the statement for some items that will only result in cash flows in future fiscal periods (e.g., uncollected taxes and earned but Doused vacation leave). Both of the govemnrcnt-wide financial statements distinguish functions ofthe City of Cape Girardeau that are principally supported by taxes and intergovernmental revenues Financial Highlights o The assets of the City of Cape Girardeau exceeded its liabilities at the close of the most recent fiscal year by $215,906,658.32 (net assets). Ofthis amount, $38,950,224.15 (unrestricted net assets) may be used to meet the City's ongoing obligations to citizens and creditors. o As of the close of the current fiscal year, the City serfage Girardeau's governmental funds reported combined ending fund balances of $30.003,189.28. Approximately 47.4 percent of this total amount, $14,227,584.48 is available for spending at the government's discretion (unreserved fund balance). o At the end of the current fiscal year, the unreserved fund balance for the general fund was $419,072.42 or 1.8 percent of total general fund expenditures and transfers. Fund balance reserved for emergencies for the general fund was $3,219,219,00 or 13.8 percent of total general fund expenditures and transfers. During the year an emergency was declared and the City Council unanimously approved the use ofthe balances reserved for emergencies to pay for expenduse es totaling $249,360 that resulted from a severe ice storm and purchase of generators for City hell and the City's community center. o The City off ape Girardcau's fi.eed assets decreased $46,447.07 during the year_ Depreciation for the current fiscal year reduced fixed assets by 59,168,524 02. 1 his reduction was almost meetly offset by 59,122,076.95 of net fixed asset additions during the yeas o During the current year the City's bond rating was upgraded by Standard and Poor's to 'A i" from "A'. o The City of ( ape Girardeau's total long-term debt decreased by $5,483,521.79 (8.0 percent) during the current fiscal year as a result of the City making its scheduled payments and not issuing any new debt. Overview ofthe Financial Statements 'chis discussion and analysis are intended to serve as an introduction to the City of Cape Girardeau's basic financial statements. The City of Cape Ginardeau'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 mmerew of the City of Cape Gimrdeau's finances, in a manner similar to a private -sector business_ 'I he statement of net assets prese,us information on all the C1ity's assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position ofthe Cary is improving or deteriorating. 'Ihe statement of activities presents information showing how the City's net assets changed during the most recent fiscal year. All changes in the net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing ofthe related cash flows. 'thus, revenues and expenses are reported in the statement for some items that will only result in cash flows in future fiscal periods (e.g., uncollected taxes and earned but Doused vacation leave). Both of the govemnrcnt-wide financial statements distinguish functions ofthe City of Cape Girardeau that are principally supported by taxes and intergovernmental revenues CITY OF CAPE GIRARDEAU, MISSOURI (goverunental activities) hourother 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, developmental services, parks and recreation, public safety, and public works. The business - type activities of the City include sewer, water, and solid waste utilities and golf course and softball complex operations. The government - wide financial statements can be found on pages 17 to 20 of this report. Fund financial statements. A fund is a grouping of related accounts that is used to maintain cannot over resources that have been segregated for specific activities or objectives. 'The City of Cape Girardeau, like other state and local governments, uses fiord accounting to ensure and demonstrate compliance with finance -related legal requirements. All of the tunds of the City can be divided into three categoriesgovemmental funds, proprietary funds, and fiduciary funds. Governmental Funds. Governmental funds are used to account for essentially the same functions reported as govenmiental activities in the government -wide financial statements. However, unlike the govemment-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such Information may be useful in evaluating a govenument's near-term financing requirements. Because the focus of the go, enunental funds is narrower than that of govemment-wide tinancial statements, it is useful to compare the attenuation presented for gavemmcrdal funds with similar infomnation presented for govenunental activities m the govemment-wide financial statements. By doing so, readers may better understand the long-term impact of the govenuuent's near term financing decisions. Both the govcrmmcartal fund balance sheet and the govermnental hand statement of revenues, expendilmes, and changes in fund balances provide a occonciliation to facilitate this comparison between governmental funds and govemmental activities. 'rhe City of Cape Girardeau maintains 26 indi, doaI covet renental funds. Information is presented separately in tike gmerrmtenlal fund balunce sheet and in the governnrenral fund statement of revenues, expendimies, and changes in fund balances for the general, airport, parks and necrcanon, transportation trust 11, and transportation [Hist III, which are considered, or have been designated, to be major fiords of the City. Data from the other governmental funds are contained into a single, aggregated presentation. The City of Cape Girardeau adopts annual appropriated budgets for all its govemmental funds excluding its avatar system improvements and park improvements from parks / storm water sales tax capital project funds, which have project length budgets. Budgetary comparison statements have been provided for all major governmental funds as part of the financial statements to demonstrate compliance with this budget. Budgetary comparison statements for the remaining governmental funds are present as supplemental information. "I he basic govemmental fund financial statements can be found on pages 21 to 2i of this report. Proprinary 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 sod enterprise funds to account for its sewer, water, and solid waste utilities and its golf course and softball complex operations- Internal service foots are an accounting device used to amunnulate and allocate costs internally among the City's various functions_ The City uses internal set ,ac funds to account for operation of its management information systems, fleet management, self-insured employee benefits and tvorkmcu s conpensatton programs, and its internal equipment leasing program. Proprietary fiords provide the same type of iufarmation as the govemment-wide financial statements, only in more detail The proprietary food financial statements provide separate information for the scwm, water, and solid waste utilities and golf course and softball complex operations. All of (base are considered, or have been designated, to be major funds of the City_ The internal service funds arc combined into a single, aggregated presentation in the proprietary food financial statements. The basic proprietary ford financial statemems can be hoard on pages 26 to 30 of this report. CITY OF CAPE GIRARDEAU. MISSOURI 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. 4 h notes to the financial statements can be found beginning on page 32 of this report Government -wide Financial Analysis As noted earlier, net assets may serve over time as a useful indicator of a gocemment's financial position. In the case of the City of Cape Girardcaq assets exceeded liabilities by $215,906,659, an increase of 57,718,254 (3.7%). The largest portion of the City's not assets (77 9%) reflects its $168,148,331 investment in capital assets (land, buildings, machinery, and equipment); less related debt used to acquire those assets that are still outstanding. This net investment increased $2,949,833 (1 8%) during the current fiscal year. The City uses these capital assets to provide services to citizens; consequently, these as's'ets 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 fiom other sources, since the capital assets themselves cannot be used to liquidate these liabilities. An additional portion of the City's net assets (4 1 percent) represent resources That are subject to extemal restrictions on how they may be used. the portion of the City's net assets subject to external restrictions was $28,743 (.3%) less than the previous year. The remaining balance of net assets ($38,950,224) is unrestricted and may be used to meet the City's ongoing obligations to citizens and creditors. Thus reflects a $4,797,164 (14.0%) 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 go onomental and business -type activities. The same situation was nue of the prior year. City of Cape Girardeau's Net Assets Governmental Business -type _2008 2007 2008 _ 2007 2008 2007 _ Current and other assets 3],356,399 36690.562 14,955,466 14450,319 52,311,065 51,140,881 Capital assets 139,183,129 138107396 93,327,5]5 94449,]55 232,510,]04 232.557,151 Total assets 1]6,539,528 1]479],958 108283.041 108,900,074 284,822,569 283,698,032 tone -terms Drees outstandog 27,478,600 29,538,450 29 323.667 33,569,714 56,802,267 63,108,164 Other liabilities 5682,485 6,872,457 6431.158 5,529,006 12,113,643 12401463 Total liabilities 33,161,085 36,410907 35,754,825 39,098,]20 68,915,910 75,509,627 Net asset, Invested in capital assets, Net of related debt 10]]45,365 10],130,950 60,402966 58,067,548 168,148,331 165 198498 Restricted 4,728,902 4968,283 4,079,292 3,868,564 8,808,104 8,836,847 llnrestrlcted 30,904,1]6 26,28],818 8,046,048 7855,242 38,950,224 34,153,060 Total net assets 143378443 138,38],051 72,528216 69,801,354 215,906.659 208,188405 CITY OF CAPE GIRARDEAU, MISSOURI Governmental activities. Governmental activities increased the City of Cape Girardeau's net assets by $4,962,682 (compared to 52,637,263 in the previous fiscal year) thereby accounting for 643 percent of the total growth in the net assets of the City. Increases in net investments in capital assets during the fiscal year accounted for $614,415 or 12.4% of this year's increase of its governmental activities net assets. City of Cape Girardeau's Change in Net Assets Governmental Business -type activities activities 2008 2007 2008 2007 Revenues: Program revenue Charges for service 4,]08,030 5,866,096 4,667,316 2,829,532 Operating grants and 2933,006 3,020,002 592,446 contributions 1096,]]8 530,141 100(,949 484,485 Capital grants and 936 15,]90,]69 (530,573) contributions 1800,663 69801.354 1,]30,928 1278,387 General revenues. 1,362309 3,391,]95 3,374,755 Property taxes 1,878,043 11,367,478 1,7]2,069 Sales taxes 19,442199 19,343,694 5,]69,156 Other taxes 8,101,466 2933,006 ],]09,212 3,020,002 Other 1,828,812 614,910 1,864,013 Total revenues 38,855,991 38,088,181 Expenses: Administrative 7,195,551 6,981,067 Capital) mprovetnems 412,001 299940 Development Services 1,80845] 1,9486]0 Interest and other costs 1,2]8,38] 1,362,389 Parks and Recreation 3,391,]95 3,374,755 Public Sefoty 11,231,]89 11,367,478 Public Works 5,]45,81] 5,584,858 Sewer - Water - Solld Waste - Golf Course - - Softball Conches - - Total expenses 31,063.]7] 30,919,957 Increase in net assets before transfers 7792,214 ],168,224 Transfers (2.029,532) 13,530961) Increase in net assets 4,962,682 3,637,263 Net assets -beginning of year 138,387,051 57,436,642 Prior period adjustments 28710 ]],313,146 Net asset, end of year 143 378,443 138,30] 051 tl 12,46],619 12,022492 101,738 1,550,464 1,525,845 744,391 692,078 14.864,212 14,240415 509],18] (5].]24) 5,866,096 5,]69,156 2,829,532 5,805276 2933,006 3,020,002 592,446 1,980,607 614,910 530,141 484,485 14,921 936 15,]90,]69 Total 2008 200] 17,1 ]5.649 16,611 1.198.516 1.000.949 3351.12] 3256.773 1,878,043 (5].]24) (1 550,354) 19,442,199 2,829,532 19,343, 694 3.530,961 2,771,808 2,573,203 1,980,607 2,556,091 69,801354 68,351.320 7,195,551 (44,946) (530,573) ]2,528,216 1,808,457 69801.354 1,948,6]0 Total 2008 200] 17,1 ]5.649 16,611 1.198.516 1.000.949 3351.12] 3256.773 1,878,043 1772,069 19,442,199 19,343, 694 8,101,466 ],]09,212 2,573,203 2,556,091 53,720,203 52,328,596 7,195,551 6,981,08] 412,001 299,940 1,808,457 1,948,6]0 1278,387 1,362309 3,391,]95 3,374,755 11,231,769 11,367,478 5,]45,81] 5,584,058 5,09],187 5,866095 5,]69,156 5,005,2]6 2933,006 3,020,002 592446 614,910 530,141 464,485 45,905,713 46,]10,]26 ]734,490 5,61].8]0 ],]34,490 5,617,870 208,188,405 125 787 962 (16,236) 76782,573 215,906,659 200.188,405 CI'T'Y OF CAPD GIRARDEAU, MISSOURI Activity in the following revenue and expense items should be noted for the current fiscal year: Revenues front governmental activities • Charges for service only increased $40,714 (9%) over the previous year. During the year municipal court and airport rental revenues decreased $85,163 (8.8%) and 14,250 (6.4%, respectively, from revenues earned in the previous year Significant increases from the previous year were. (1) aviation fuel sales at the airport were tip $68,684 (5 9%), (2) park and recreation user and rental fees were up $39,464 (6.2%) and (3) assessment revenue was up $25,284 (244.8%)- Municipal Court revenue was negatively impacted by a 24.2% reduction in Iraffc cases handled this year. Lease revenue from the manufacturing facility located on the airport premises declined $16,000 (29.1%) this year. Two additional months ofrentals were deferred this year At the end of the current year $209,000 or 16 months ofrental payments have been deferred on this facility during the past two years_ Prices of the fuel sold at the airport were increased to reflect higher costs during the year Across the board increases were implemented for park and recreation fees during the year. Usage fees at the City's Cenral pool declined $12,503 (93%) this year as a result of the pool being closed to replace a major pump. During the current year $37,020 in special assessments were issued to cover the cost of demolishing buildings on four properties- At the end of the year only $4,150 of these new assessments had been paid. • Operating grants and contributions were $95,829 (9.6% more than the previous year, Grants and contributions used for the police and the fire department programs totaled $89,733 (18.7c)) less than the previous year, while giant revenues used for neighborhood redevelopment totaled $67,683 (42.4%) more than the previous year, In the previous year a grant subsidizing the cast of an additional commercial round trip to St. Louis totaled $169,607. Vo revenue was received Imm this grant during the current year_ During the current year the City received S278,929 is rcimbuncments from SHMA and FEMA related to clean-up casts of 3 weather relates( events_ • Capital grants and contributions increased $69.735 (4.0%) over the previous year In the current year $899,917 of donated assets and mfia,u retire were recorded. This was $206,060 (29.7"o) more than the previous year. Benefiting property owners were charged $48,375 for a not of this year's infrastructure costs. This was $73,359 (60.P` t) less than the previous year The remaining giant and contribution revenue was $852,371 'Inch as $62,966 (6.9%) Icss than the previous year. • property is, revenue was $105,974 (6.040) more than the previous year Assessed value of real estate increased $46,664.940 (12 5%) over the previous year. New construction and annexations accounted for $6,160,230 (13.2"/") and $4,719,9 10 (10.1°t) of this increase, respectively_ Assessed value of personal property iacocased $33 18,576 (3 4",';)over the previous year. The City was required by state law to reduce its Icvy rate by 4 G"/o during the current year as a result its assessed value growth • Sales tax revenue was 520% of tile lural le, core during the current year vs. fit .8"6, in the previous year. 'this year's revenue was only 598,505 (5%) more Than the previous year Prom fiscal year ending ,lune 30, 2005 through fiscal year ending .Imm 30, 2007 sale rax revenue had annual growth rates of 1.7%, 4.1 l) and 2.8%. respectively. During the first weekend in August customers can purchase limited amounts of school supplies, clothing, and computers without being charged sales tax_ It is estimated that the holiday may reduce annual rcvcnue by as much as .25%, CITY OF CAPE GIRARDEAU, MISSOURI Revenues from governmental activities (continued) • Other, (axes increased $392,254 (5.1 %) over the previous year, Convention and tourism taxes, business license taxes, franchise (axes, and other taxes grew $77,880 (4 9%), $63,709 (5.8%), $356,564 (10.9%), and 513,219 (8.7%) respectively_ Motor fuel taxes and liquor licenses decreased $114,954 (7.6%) and $4,164 (6.4%). "The increase in the convention and tourism taxes was comprised of a $55,983 (5.4%) increase in restaurant taxes and a $21,897 (3.9'% hrores se in hotel / motel taxes. 75.7%ofthe total franchise tax was collected from Ameren based on its electricity and natural gas revenues, I his year's revenue brain Ameren decreased 52,121 (.1%) over the previous year. The current year's revenue from Ameren was negatively impacted by approximately $100,000 as a result of a rebate given to its natural gas customers during the year. The bulk of the increase in franchise tax revenue resulted from a $334,877 increase in rev cones collected from telecommunication service providers. In previous years the City collected taxes from only the main local land based sen -ice provider In the current year, as a result of settlement of a state-wide law suit, the City began collecting taxes from all teleconununication service providers. Approximately 64.4% of the $362,377 in telecommunication related franchise taxes received this year was for previous years' back taxes. 1. November of the current year the State began withholding from its monthly motor fuel tax distribution to the City amounts that had previously bern overpaid to the City in error during the three previous years. This additional withholding, which will occur over a 32 month period, was the driving factor in this year's motor fuel (ax reduction. • Other revenue decreased $35,201 (1.9%) over the previous year. Investment earnings, which account Cor 94.6% of other revenue, decreased $9412 (.5%). Revenue from sale of assets decreased S35,236 (44.1 %) over the previous year, while unrestricted giant and contribution revenue increased 56,215 (153%). Expenses from governmental activities '� • Administrative expenses increased $213,684 (3.1"/o) this year. The city's payment to the Southeast Missouri State University related to the "River Campus Project" increased 565,892 (6.0%) to $1,17L001 this year. The "River Campus Project' is ajoint City/University project in which the City agreed to make payments on bonds issued by the University to fund $8 9 million of constrr¢tan costs related to a campus, performance center, and museum on property that oversees the Mississippi Riverhe campus began operating in the fall of 2007. The total cost of the project exceeded $60 million_ (anent revenues collected tram the hotel, motel, and restaurant taxes not used for the operation of the Convention Visitors Bureau are committed to pay off The'River Campus" bonds. Unspent hotel, motel, and restaurant taxes collected before November 2004 are used to fimd vat tons tourism related project,. During the current year the City spent 5167,467 on such projects, a decrease of S7,877 (45`7) over the previous year. At the end of the current year there was still 5597.075 available for expenditure on future tourism related projects. During the previous year the City subsidized an additional St. Louis round trip by its commercial carrier This grant funded subsidy costing $212,405 ended during that year. During the current year the City incurred expenses related to 3 various storm or flood events costing $312,730. 'The City received $244,731 of federal and stale disaster aid related to these expenditures. Expenditures for the cost of resale fuel at the City's airport was $103,750 (11.0°h) higher this year compared to the previous year. CITY OF CAPE GIRARDEAU, MISSOURI Expenses from governmental activities (continued) Capital improvements increased $I 12,061 (37.4%) this year. This to street and other capital projects that did net net the City's $5.000 capitalis.atfon threshold (the amount at which the expenditure would be recorded as a capital asset). • Development services expenses decreased $140,213 (7.2%) this year. During the current fiscal year the City made economic development payments totaling S 115,267 as reimbursements on development agreements entered into in previous fiscal years. These payments were $34,778 (23.2%) less than the previous year. During the current fiscal year the City spent $21,167 for professional services to complete its strategic pian. y This was $81,489 less than the $102,656 spent for professional services last year when it updated its digital maps and began developing a strategic plan. the City spent $40,000 (57.2%) and 558,649 (29.4%) more this year than the previous year for its public transit system and neighborhood redevelopment projects, respectively. During the current year the City also spent $10,000 in support of the dream initiative for Downtown redevelopment and $12,500 for production services for the public access channel. In the previous year nothing was spent on these two items. Development services personnel costs decreased 5138,328 (13-0%) this year over the previous year Key factors for this reduction were improved workmen's compensation and health claims experience and the allocation of more pet sonnel costs to capital projects of the City. Personnel costs are charged to the City's capital projects based on hours worked and total hourly costs. • Interest and other costs were $84,002 (6 2%0 less than the previous year Only scheduled principal and interest payments were made during the year. No additional debt was issued. • Parks and recreation expenses only increased $17,040 (.5%) this year. During the year two significant repair costs totaling $10,132 and $42.232 were incurred for sewer repair at the Arena building and pump replacement at the Central pool, mspecrvcly. These costs were offset by personnel costs which decreased $65,535 (3.2%) as a result of improved workmen's coropernahoir and health claims experience during the year. • Public safety expenses decreased $135,709 (1 2%) this year Personnel costs decreased S 173,201 (1.9°b) despite a $282,072 (4.2'%) increase in salary expense this year A$559,525 (4 LO%) decrease in workmen's compensation and health costs resulting from improved claims expe$ence during the year more than offset the increased salary expense_ r Crant funded operating expenses decreased $51,333 (309'%) during this year. During the previous year the City spent $72152 on grant funded communication equipment for the police depmancon Other significant cost decreases during the current year were- ( I ) 51,876 (322"/0) for small capital purchases (2) $26,512 (0 sciu) for dangerous building demolition and (3) $25,000 (100.0% for support of regional crime lab that was drecontinued in the previous year. Significant cost increases during the current yen were depreciation and vehicle fuel which increased S 134562 (28 24%) and 552,321 (30.2%), respectively. Public works expenses increased $160,959 (29%) this year. Depreciation increased 5216,277 (6.0%) while personnel costs' docrcaserl $86.823 ( 10996). Key factors for this reduction were improved workmen's compensation and health claims experiencu CITY OF CAPE GIRARDEAU, MISSOURI Ihe chart below illustrates the surplus or net subsidy required for different key City programs f --.__ _ ___ svtba mom � ae _� — sang wave sary el . . wafer wmc em,a wekcars, nn.,a Ree,eai n re -1 g,amsary nIn-leak¢ Itax are ],oaoae a,ist.ce em" In, rsetNo Ilra Wo 111.,10 12.000,Cas The illustration above makes it clear that all the governmental anteing and business -type activities of the City with the exception of water and solid waste required a subsidy by taxpayers. General revenues in these activities, which include transfers from special revenue sales taxes, were sufficient to provide adequate subsidies for both the governmental and business -type activities. Revenues by Source — Governmental Activities The ]fail to the right sununarizes the sources of revenue from government activities. 'Igte duce main sources of revenue and their share of total govenmtental revenues are sales tax (50.0%), other taxes (20.8%) and charges for services 12.1%). I lie City's general sales tax represents 44.9 percent of the total sales tax revenue and 46.6 percent of the total general fund revenues. 'Ihe remaining sales taxes are for transportation, sewer, water, and public safety projects. The general fund accounts for 62,0% and 49.4 of the other tax and senlce charge revenue respectively_ This represents 27.0%and 125% of out general Burd revenues respectively. 10 I Rueonues for governmental activities Omar ia. -, P sales roes a5 en. ane/ P�arpelm use 0 vo^w 1e1e CITY OF CAPE GIRARDEAU, MISSOURI Business-tvoe activities. Business -type activities increased the City of Cape Girardeau's net assets by $2,771,808 (compnred to $1,980,607 in the pre, tons fiscal year). Excluding transfers from govemmunt activities, business -type net assets decreased $57,724 and ,$1550,354, respectively, during the last two years. These decreases were offset by transters from governmental activities totaling $2,829,532 and $3,530,961, respectively, during the past two years. (routers of sales tax revenue for bond payments totaling $2,198,604 and operating subsidy transfers hem the general fund totaling 5472,744 make up 77 7% and 16 7'. of this year's total transfers, respectively. Last year these transfers totaled $2,155,715 and $414,050, respectively and represented 61.1% and 11.7 % of that year's transfers. Transfers of avatar system improvements from the capital projects fund decreased $527,913 from the previous year to $38,184 this year. The net change in assets before transfers and general revenues in the sewer, water, solid waste, golf, and softball operations totaled $(737,275), $168,835, 202,608, $(132,568), and $(303,715). respectively, this year. This compares te, $(2,099,137),.$374,752.5(79,209).$(134,784), and $(304,053), respectively, in the previous year. Revenues for business -type activiies asoro. v cs-mm ou. Financial Anah'sts of the Cry's Funds As noted earlier, the City of Cape Girardeau uses fund accounting to ensure and demonsn'ate r. compliance with finance -related log aI requireruen Ls. Governmental funds, The focus of the City's govermrnental 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 requirementsin particular, unreserved fund balance may serve as a useful measure of the City s net resources available for spending it the end of fiscal year. As of June 30, 2008, the City's governmental funds reported combined ending fund balances of $30,003,189, an increase of $1,122,263 (3.9%) from the prior year. Approximately 47.4 percent ($14,227,584) constitutes unreserved fired balance, which is available for spending at the City's discretion. The remainder of the fund balance is reserved to indicate that it is not available for new spending because it has already been continued 1) to meet the City's Charter required emergency reserves ($4,175,042), 2) to fund purchase orders open at the end of the year ($9,736,698), 3) to set aside fund balance not currently available for expenditure equal to long-term loans due Four other City funds ($1,077,450),4) to pay debt service ($255,361), and 5) restricted to a specific use (5531,054). the general fund is the chief operating Find of the City. At the end of fiscal year ending June 30, 2008, unreserved fund balance of the general fund was $419,072 wtitle total fund balance was $5,189,680. As a measure of the general fund's liquidity, it may be useful to compare both unreserved fund balance and total food balance to total fund expenditures. Unreserved Erred balance represents only 1 8 percent of total general fund expenditures including transfers. I loweveq included in die reserved fired balance is $3 211,219, which had been reserved to meet the City Charter's emergency reserve requirement, Phis amount represents 13.8 percent of total general fund expenditrues including nunsfers and could be used if an emergency was declared by the City Council. 'I he Gove,mnentel Funds Statement of fee, tonic, Expenditures, and Changes in Fund Balance shows that the fund halancc of fee City of Cape (outudeau's general Fund decreased by $355,801 during the current fiscal year. Che General Fund Statement of Revenues, Expenditures, and Changes of Fund Balance prepared on a budge( basis shows current fiscal year decrease of $538,396. Differences between the amounts reflected in Ilie hvo statements can be Lound to Note A Section 6 of the notes to the financial statements. 12 C1 FY OF CAPE GIRARDEAU, MISSOURI The original adopted general fund budget for the projected for the budget. The adopted budget fiscal year ending June 30, 2008 was balanced for fiscal year ending ,lune 30, 2008 had with the projected use of $29,972 in accumulated assumed 3% growth on projected revenue for fund balances from previous years. "Che actual fiscal year ending June 30, 2007. general fund results decreased fund balances by $538,396. Significant deviations from this o Real estate and personal property tax budget am detailed below: revenue increased $112,788 (7.b(%) over the previous year which was $68,411 (4.5%) more o Sales tax revenue was $49,802 (.6%) than projected for the budget. gr cater than the previous year, which was 5272,943 (3.0%) less than projected for the Assessed values for real estate and personal adopted budget. This resulted from less property were 12A x and 3.5% more, than expected growth in the previous fiscal respectively, this year than the previous year, year and 2.4 percent less Than expected The adopted budget for fiscal year ending June growth in the current fiscal year. 30, 2008 had assumed 25% and 4.0% assessed value growth respectively. o Franchise tax revenue was 5356,565 (10.9x) more than the previous year. The o Other license and permit revenue was main facror far this mem.se was a $1,813 (1.0%) higher this year than the 5334,877 (121770) increase in revenues previous year which was $49,119 (20.6%) less collected from telcutmmunicatian service than projected for the budget. The adopted providers resulting from a change from the budget for fiscal year ending June 30, 2008 previous year in how the tax was applied- projected revenues based on increased building and construction permit fees. Previously the City collected taxes from only the main local land based smite o Internal charges were 523,682 (2.8(le) provider. In the current year, as a result of greater than the previous year which was settlement of a state-wide law suit, the City $75,325 (7,91%) less than projected in the began collecting taxes ttonn all providers of budget. telecommunication service, Approximately $233,500 of the teleconnmunicalion related o 'this year's intergovernmental revenue franchise taxes received this year was for included $289,527 in disaster relief pay mints previous yearstaxes. from state and federal agencies resulting from variaus natural disasters durinu the year_ I hese Franchise tax revenue was 5310,083 payments caused revenues to exceed budgeted (9.3%) more than projected for the adopted revenues by38 0%($275,151).'fotal ,. budget. Franchise taxes from electric and intergovernmental revenue was $10,233 (1,4%) natural gas utilities, telecommunications, Tess this year than the previous yea,. ,and cable'I'V exceeded their budgets by $25,583 (.9 / ), $252,377 (229.4%), and o During the current fiscal year expenditures $31,350 (9.0:0). were $427,021 (23%) mora than original budget Current and capital expenditures o Fines and forfeits revenue was $71,068 exceeded the original budget by 5249,153 (S,3%) less than the previous year which (13x) and $178,211 (no amount was was $132,652 (14.5%) less than projected budgeted). Debt service expenditures were .$343 for the budget The edoptrd budget for (.2%) less than the original budget. fisc a] ycut ending Iune30. 2008 bad assumed 3% revenue growth over actual o Transfers to other funds for operating revenue for 12 months ending January 31, expenditures and capital expenditures exceeded 2007. Traffic casco proccs'scd by the their original budgets by $342,853 (8 WTT) and Municipal Court were 24.17% less this 57,080 (28.3""%,) respectively. Additional year compared to the previous year. Transfers to the airport fund accounted for 5322,659 of the additional operating transfers. o Business license revenue increased $6.1,709 (5 8%) over the previous year which was S41 450 (3 7(%) more than 12 CITY OF CAPE GIRARDEAU, MISSOURI proprietary funds. The City of Cape Gii ardeau's expenses. Excluding the land cost, all costs enterprise fiords are all presented as major funds were funded by insurance proceeds, donations, for purposes of this report. As a result, all end grant revenues. statements related to the enterprise finds are presented at the govermentwidelevel. The o $95.000 for final paymcm on option to purchase City does have Internal Service funds, which are land next to public works headquarters included reported in the fund statements. in public works capital outlay expenses. General Fund Budgetary Highlights o $44,430 for purchase .1-construction equipment and pickup trucks from the City's enterprise Total expenditures and transfers on the final funds included in public works capital outlay ». amended budget were $1,652.147 (7.3%) more expenses. than the original adopted budget. The changes can be sununarized as follows. o $67,180 for purchase of co istruction equipment and pickup trucks from the City's o $72,680 to cover the cost of completing the enterprise funds included in parks and City's comprehensive plan, additional fuel recreation capital outlay expenses. costs, and additional payments to Cape County Transit Authority for operation of o $400,000 general fund transfers to airport. parks the City's bus system included in current and recreation, golf and softball complex funds development services expenses to cover the costs of projected operating deficits. o $73,300 to cover additional personnel, utility, fuel, maintenance, equipment rental, o $10,000 general fund transfer to housing minor equipment, and vandalism costs development grant fund to cover local match of included in current parks and recreation neighborhood improvement grant expenses. Excess general fund revenues and unrestricted fund o $17,650 to cover additional legal and balances were used to Find all appropriations that actuarial expenses included in current did not have an identified finding source, administrative expenses. Capital Assets and Debt Administration o 5772,735 to cover additional personnel, fuel, and other operating expenses of the Capitol Assets. The City of Cape Girardeau's police and fire divisions included in current investment in capital assets for its governmental public safety expenses. The additional and business-type activities as 01 Rine 30, 2008, other operating expenses, which totaled amounts to $232,510,704 (net of accumulated 537,035, were funded by grant and depreciation). This investment in capital assets donation revenue includes all land, buildings and system improvements, machinery and equipment, and o $24,706 w cover additional personnel, intrasnuc(ure owned by the Cay. street lioht electricity and fuel expenses included in current public works expenses. City Capital Assets o $624,334 to cover additional costs associated with sinkhole mitigating flash X111. Handing, river flooding'an ice storm se a110 that occurred during the year which are included in current Contingent expenses. o $50,132 to Cover the costs of new '. "DARE" vehicle, replacement police .......'� vehm icle, land, and small equipment GA a11e o masm,le included in public safety capital outlay oc-111111 13 CITY OF CAPE GIRARDEAU, MISSOURI City of Cape Girardeau's Capital Assets (net of depreciation) -Major capital asset events during the current fiscal year included the following: o Construction costs totaling 54,031,1 IS on approved transportation sales lax projects were incurred this year. This tax was originally approved to complete a specific list of street projects, which also included amounts for street repair and overlay, sidewalk constmction and repair, and street light installation and upgrades. o Conso action costs totaling $318,852 on water system projects were incurred this year. Major water system tnlprovements included the esploration for a new water source in the southern part of the City, adding water main extensions and the mo -inch water main replacement program - o $111.115 in costs was also incurred on street projects not included on the transportation sales tax list of projects. o Constirl costs totaling $290,640 mere incurred for other improvements. These projects included completing Ilse renovation of the old Mississippi River Bridge, traffic signal upgrades, parking lot improvements in the downtown area, replacement of airfield signaler, and the rchabihtation ofthe fuel farm pavement at the aitpelt 14 o Construction casts totaling approximately S 114,500 were also incurred on flood and storn water control projects. o Construction costs totaling 5703,710 on sewer system projects were incurred this year. A capital improvement sales tax was originally approved in 1994 to complete a specific list of improvements to the sewer system. Over $31,350,000 in revenue bonds have been issued through the State Revolving Loan program to complete these projects. Most of the projects on the list are now complete. At the end of the year, only the South Idamscy Branch ll Station was not complete. it Police and lire station intpmverae its in the amount of S 1 16,550 were mnde possible by the passage of a Piro Sales Tax. Also funded Be this tax was the construction of a new fire station. Current year expenditures on this project amounted to $102,469. o Total expenditures to remodel the aviation ternunal building at the Airport amounted to S496,456. 'This was partially funded by grunt revcome Additional information about the City's capital assets can be found in note D of this report. Governmental Businesstype Actives Activities Total 2008 2007 2008 _ 2007 2008 200] Land 4,948,851 4,939630 151,990 161,990 5,110,841 5,101,620 . Buildings and system Improvements 12,006,556 12,348075 2401,870 2,613362 14,408,426 14,961437 Improvements other than buildings 10,438,168 10,148266 85.308300 87049,447 96,746,458 9],197,713 Equipment 4367 125 4242,008 3,002,885 2,936,843 7,370,010 7,178,851 Infrastructure 103,172,322 104,337,991 - - 103,172,322 104,337,991 Construction in progress 4250,107 2,091,426 1,452,530 1,588,113 5,702,637 3,779,539 Total 139,183,129 138,107,396 93,327,575 94449,755 232,510,704 232,557,151 -Major capital asset events during the current fiscal year included the following: o Construction costs totaling 54,031,1 IS on approved transportation sales lax projects were incurred this year. This tax was originally approved to complete a specific list of street projects, which also included amounts for street repair and overlay, sidewalk constmction and repair, and street light installation and upgrades. o Conso action costs totaling $318,852 on water system projects were incurred this year. Major water system tnlprovements included the esploration for a new water source in the southern part of the City, adding water main extensions and the mo -inch water main replacement program - o $111.115 in costs was also incurred on street projects not included on the transportation sales tax list of projects. o Constirl costs totaling $290,640 mere incurred for other improvements. These projects included completing Ilse renovation of the old Mississippi River Bridge, traffic signal upgrades, parking lot improvements in the downtown area, replacement of airfield signaler, and the rchabihtation ofthe fuel farm pavement at the aitpelt 14 o Construction casts totaling approximately S 114,500 were also incurred on flood and storn water control projects. o Construction costs totaling 5703,710 on sewer system projects were incurred this year. A capital improvement sales tax was originally approved in 1994 to complete a specific list of improvements to the sewer system. Over $31,350,000 in revenue bonds have been issued through the State Revolving Loan program to complete these projects. Most of the projects on the list are now complete. At the end of the year, only the South Idamscy Branch ll Station was not complete. it Police and lire station intpmverae its in the amount of S 1 16,550 were mnde possible by the passage of a Piro Sales Tax. Also funded Be this tax was the construction of a new fire station. Current year expenditures on this project amounted to $102,469. o Total expenditures to remodel the aviation ternunal building at the Airport amounted to S496,456. 'This was partially funded by grunt revcome Additional information about the City's capital assets can be found in note D of this report. CITY OF CAPE GIRARDEAU, MISSOURI City of Cape Girardeau's Outstanding Debt Year ended 2008 Governmental Businesstype 2008 2007 2000 2007 2008 2007 Notes payable 1,264,375 1,336,625 485,625 513,375 1,750,000 1,850,000 Special obligation bonds 7,270,161 Revenue bonds 18.485.931 Certificates of participation 2,365,258 General obligation bonds - Leasehold 8,062.549 379,012 567,750 7,649,173 8,630,299 19687,084 32,660,905 35,904,088 51,146,836 55,391,172 2,490,318 2,365,258 2,490,318 revenue bonds 108,000 141,000 108,000 141,000 29,493,725 31,517,576 33,525,542 36,985,213 63,019,267 68,502,789 Long-term debt, At the end of the fiscal year, the City of Cape Girardeau had total debt outstanding of 563,019,267. Bonded debt outstanding totaling $51,146,836 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 debt decreased by $5,483,522 (8 o%) during the year, During the past year the City made all normally scheduled payments and did not enter into any new debt. Mote information about the City's outstanding debt can be found in note E to the financial statements - Economic loetors and the Next Year's Budget Cammeecial and ,oidendal devclopmcnt slowed during the current year Commercial and residential per valued at 528.8 million and $12.5 millimt were issued this year. Commercial and residential permits valued at$33 0 nation and $2T5 million core issued in the previous year Only 50 single family residence building permits were issued during the current year. This was a 43.2% decline tion the previous year. 15 The Cape Girardeau County preliminary unadjusted unemployment rate was 4.6% no October 2008. This compares favorably with the preliminary statewide and national unadjusted unemployment rates which were of 6.I% each. The unemployment rates were 4.1 % and 5.1'% for the county and state respectively for the previous October Growth ofretail butes slowed this year. Since the City is heavily dependent on sales tax revenue for support of its general fund services, slowed growth of local retail sales can have a significant impact on the City's ability to fund services in the future. The state Hancock Amendment requires the City obtain simple majo rty voter approval to increase any permit or license fee that is not based on actual costs to the user and riricdy loans the City's ability to increase its real estate and personal property lax levies to support its general sen ices such as police and fire pmtecGon. The City Charter requires voter approval to increase sewer, water, and solid waste fees by more than 59,r, in any year. All other user fees can be adjusted In cover actual costs - Slowing mnonil Sales tax is a significant revenue seciec of the City and is a barometer of the local economy- In fire current year sales tax revenue only increased S , while inflation grew at 3.5%. In the previous year sales tax revenue increased 2.8% while inflation grew at 2 7% Sales tax is contracting at a 1 5%, pace during the first five months of the current 2009 fiscal year CITY OF CAPE GIRARDEAU, MISSOURI 'Phe City's restaurant and hotel motel gross receipt taxes increased 5.4% and 3.9°vo, respectively, this year. In the In year they increased 9A% and 63%, respectively. Regional retail center. Through most of the 1990'$ Cape Girardeau continued to be a regional retail center for much of Southeast Missouri and Southern Illinois. During the latter part of the 1990's Cape Girardeau began to lose its share oftlre retail market to other cities in the region as these cities added additional retail outlets in their communities. 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- Since tire fiscal year ending June 30, 2005 the ('try's share of the local market has remained fairly stable. Local Lcommrriic Development, In 2004 the City entered into 21ong-term development agreements to reimburse companies for the public improvements associated with 2 retail development projects from the additional sales tax generated Born those projects In 2007 the C'try entered unto a development agreement with the owner of facility fixmerly leased by a Sears retail outlet to reimburse them for costs associated w,Ih the conversion of former Sears facility title a call centerfor National Asset Recover Services (NARS) and other various hnproventents, such as faoadc improvements, purling facilities, roof ieconstnrclion, and 11% AC enhancements. Thcsc costs will be t'e,mbarsed from inerentental sales tax from a development arca which includes the former Sears facility, revenues b'om Community hnproventent District which includes the Scars facility, and savings from real estate tax abatements over the next 25 year on the Sears facility and improvements to the Scars facility. 16 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. Retmborscmcnts from incremental City sales tax revenue will be limited to $1,028,520. Payment made by the City pursuant to these agreements totaled $115,267 during the current year. Payments totaling $430,551 have been made since the beginning of these agreements. Budget for Fiscal year ending Juse 30.2009 and Financial condition In April of 2008 the citizens passed a %% parks 'storm water sales tax which became effective October L 200x. 25% of the new sales tax will be used for parks and storm water operating expenses. The adopted budget for the fiscal year ending June 30, 2009, which includes the impact of the new sales tax, was balanced with the use of 537,899 in fund balances from previous years. The adopted budget included nand -year 2% wage increases and included projected revenue based on reasonable revenue assumptions.'Flie City has subsequently substituted a 5600 per employee payment for the 2% wage increase in response to slow revenue growth during the first part of the year. The approved budget projected adequate revenue to cover its projected personnel and operating costs. Capital costs were covered by fund balances, special purpose sates taxes, and enterprise fund revenues. The current budget's health costs appear to have stabilized as a result of a change to a more consumer based health coverage beginning January I, 2008. Charges required to fund maximum estimated claims will only increase 6.6%beginning January I, 2009, The City's atrzenl financial position is strong is that it has nmre than adequate fund balance to cover existing claims and potential emergencies. However, its financial condition or its ability to provide enough reoccurring revenues to meet its reoccurring needs is still less than destrabh, I adding of equipment for the general and airport hinds, excluding police, fire, and various park divisions is still inadequate. Requests for IN'ormation Phis financial report is designed to provide a general overview if the City ofCape Cumbrou'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 mm,matmo should be addressed to the Finance Director, City of Cape Girardeau, PO Box 617, Cape Girardeau, MO 63702-0617. SALES TAX COMPARISON FY05 FY06 FY07FY08 Cape Girardeau 41.1% 40.6% 40.9% 412% Carbondale 27.8% 29.0% 28.4% 286% Jackson 9.7% 9.9% 10.2% 9.9% Perryville 72% 7.0%7.1 l 7.1 % Sikeston 14.2% 13.5% 13A% 13.2% 100.0% 100.0% 100.0% 100.0% 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- Since tire fiscal year ending June 30, 2005 the ('try's share of the local market has remained fairly stable. Local Lcommrriic Development, In 2004 the City entered into 21ong-term development agreements to reimburse companies for the public improvements associated with 2 retail development projects from the additional sales tax generated Born those projects In 2007 the C'try entered unto a development agreement with the owner of facility fixmerly leased by a Sears retail outlet to reimburse them for costs associated w,Ih the conversion of former Sears facility title a call centerfor National Asset Recover Services (NARS) and other various hnproventents, such as faoadc improvements, purling facilities, roof ieconstnrclion, and 11% AC enhancements. Thcsc costs will be t'e,mbarsed from inerentental sales tax from a development arca which includes the former Sears facility, revenues b'om Community hnproventent District which includes the Scars facility, and savings from real estate tax abatements over the next 25 year on the Sears facility and improvements to the Scars facility. 16 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. Retmborscmcnts from incremental City sales tax revenue will be limited to $1,028,520. Payment made by the City pursuant to these agreements totaled $115,267 during the current year. Payments totaling $430,551 have been made since the beginning of these agreements. Budget for Fiscal year ending Juse 30.2009 and Financial condition In April of 2008 the citizens passed a %% parks 'storm water sales tax which became effective October L 200x. 25% of the new sales tax will be used for parks and storm water operating expenses. The adopted budget for the fiscal year ending June 30, 2009, which includes the impact of the new sales tax, was balanced with the use of 537,899 in fund balances from previous years. The adopted budget included nand -year 2% wage increases and included projected revenue based on reasonable revenue assumptions.'Flie City has subsequently substituted a 5600 per employee payment for the 2% wage increase in response to slow revenue growth during the first part of the year. The approved budget projected adequate revenue to cover its projected personnel and operating costs. Capital costs were covered by fund balances, special purpose sates taxes, and enterprise fund revenues. The current budget's health costs appear to have stabilized as a result of a change to a more consumer based health coverage beginning January I, 2008. Charges required to fund maximum estimated claims will only increase 6.6%beginning January I, 2009, The City's atrzenl financial position is strong is that it has nmre than adequate fund balance to cover existing claims and potential emergencies. However, its financial condition or its ability to provide enough reoccurring revenues to meet its reoccurring needs is still less than destrabh, I adding of equipment for the general and airport hinds, excluding police, fire, and various park divisions is still inadequate. Requests for IN'ormation Phis financial report is designed to provide a general overview if the City ofCape Cumbrou'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 mm,matmo should be addressed to the Finance Director, City of Cape Girardeau, PO Box 617, Cape Girardeau, MO 63702-0617. BASIC FINANCIAL STATEMENTS City of Cape Girardeau Statement of Net Assets For the Year Ended June 30, 2008 Primary Government Governmental Business -type Activities Activities Total ASSETS Cash and cash equivalents $ 3,594,654.97 $ 269,818.86 $ 3,864,473.83 Invesmisms 25,855,118.25 5,077,89169 30,933,009.94 Taxes receivable 3.422,534.15 - 3,422,534.15 Utility charges receivable - 1,441,367.14 1,441,367.14 Special assessments receivable 1,192,560.60 185,379.16 1,377,939.76 Interest receivable 235,756.41 10,930.36 246,686.77 OUermceivables 247,409.56 27776 247,687.32 Notes receivable 279,574.96 - 279,574.96 Motor fuel receivable 119,772.15 - 119,772.15 Grants receivable 658.432.94 74,902.57 733,335.51 Internal balances 1,024,534.02 (1,024,534.02) - Inventory 236,712.66 428,298.72 665,011.36 Prepaid items 489,338.08 450,514.73 939,852.81 Restricted cash and cash equivalents - 4,753,326.01 4,753,326.01 Restricted investments - 3,287,292.91 3,287,292.91 Land 4,948,850.95 161,989.55 5,110,840.50 Buildings 12,006,555.48 2,401,869.91 14,408,425.39 Other improvements 10,438,168.38 86,308,300.14 96,746,468.52 Equipment 4,367,125.29 3,002,885.37 7.370,010.66 InfrasWccure 103,172,322.09 - 103,172,322.09 Construction in process 4,250,107.10 1,452,529.97 5.702,637.07 Total assets $ 176,539,528.02 $ 108,283,040.83 $ 284,822568.85 1 i 1 1 1 1 { 1 1 City of Cape Girardeau Statement of Net Assets For the Year Ended June 30, 2008 Primary Government Governmental Business -type Activities Activities Total LIABILITIES Accounts payable $ 1,127,174.60 $ 826,565.87 b 1,953,740.47 Saltines and benefits payable 1,335,982.00 256,528.18 1,592,610.18 Interest payable 519,884.22 547204.74 1,067,088.96 Other liabilities 203,756.84 507.69144 711,448.28 Estimated claims 381,500.00 - 381,500.00 Due to other governments 30,699.18 9,31769 40,016.87 Unearned revenues 68,363.97 - 68,363.97 Defamed revenues - 17,874.63 17,874.63 Estimated landfill post closure costs - 64,000.00 64,000 00 Current portion long-term debt: - Notes payable 36,125.00 13,875.00 50,000.00 Revenue bonds payable 1,025,000.00 3.993,000.00 5,018,000.00 o' Certificates of participation payable 130,000.00 - 130,000.00 Leasehold revenue bonds payable 34,000.00 - 34,000.00 Special obligation bonds payable 790,000.00 195,000.00 985,000.00 Long-term debt net of current portion: Notes payable 1,226,250.00 471,750.00 1700,000.00 Revenue bonds payable 17,460,931.25 28,667,905 05 46,128,836.30 Certificates of participation payable 2,235,257.55 - 2,235,257.55 Leasehold revenue bonds payable 74,000.00 - 74,000.00 Special obligation bonds payable 6,480,160.85 164,012.47 6,664,173.32 Tolal liabilities 33 161 085,46 35754,825.07 68.915,910 53 NET ASSETS Invested in capital assets, net of related debt 107,745,364.89 60.402 966 01 168,148,330.90 Restricted for debt service 255,363.00 1,086,666.67 1,34202967 Restricted for depreciallon and replacement - 1,307.000.00 1307,000.00 Restricted for emergency fund 4,175,042.00 1,585,535.00 5,860,57700 Restricted for Mausoleum 100.068.41 - 100,068.41 Restricted for River Campus Project 151 - 150,393.57 Restncted for Local Access Channel 19,070.54 - 19,070.54 Restricted for Operation and Maintenance 28,964.08 - 28,964.00 Unrestricted 30,904,176.07 8,046,04608 38,950,224.15 Total net assets $ 143.378,442 56 $ 72,520,21576 $ 215,906,658.32 I 1 1 1 1 1 1 1 t 1 1 1 i 1 ! i 1 i i City of Gape Girardeau Statement of Acttrhies For the Year Ended June 30, 2008 Net (Espense) Revenue and _ pro I.. R..O.s CIrwjEsin Net As -!s Prlmery Government Capllal Great. PunctlonelPrograms chergesft, Operating Grants and Govettrmentai Business -r" _` EzpenSes Sarnoea and Contributions Gontributlons Activities Activities Total Primary gevemmwd Governmental activities'. Administralve $ -,195,650.78 6 2036991`6 $ 439.082.19 $ 937,H9.at 3 (3.882,203.02) S - $ (38B2,X8.02) CeP1lel Improvements 412,001.26 (412001.20) bevelopment Servtoes 1,808,458.72 1,035,]78.65 228.798.09 _ (54.1889.98) - - (412,00126) {543.881,98) interest and older costs 1,278,38746 (1276,397") - (1,2-8,39).48) Parks and Recreation 3.391 79464 67276374 371184 19305442 (2542,259,64) - (2.542.25964) Pool, Saw, 11 ,231 769 12 952,9%,69 391,126W 26,351,00 {9.861,295 .43) - {986i 195431 Public works 5,745,617.12 91500.00 34061.98 763,98290 (4.938,272.24) - (4,938,27224) Total governmental w0vtoo^,31063777.104708,03024 � 1096,778.10 1,800662.1'. (23 658 306 0;0 _ (23450306 Q3I 6wiine5st1l Activities'. GORGo vse 59$44602 454,12356 5,15500 - - (132,%7A6) (132,567-467 Sewer 5097,186.84 2,976,361.95 70,296.07 1,313253.40 - (737,27542) (737,275.42) Sontag complex 530.14082 182587.54 18397 43.568.77 (30171454) (303,71454) Sort, wash 2933,00654 3,109,31688 17,553.38 8,74200 - 202,00'772 202,60772 Water 5769,161555 5,744,52709 8.564.08 104,899.39 166835.01 168,83501 Tota, lartle.,,r. 111ralles 14921935.77 12467419.62 _. 1047l�5C = 16W 463,J6iS62 ttA5b') Total wdooy govemment 545.985.11287 $11175,60.418 $ 1.t985ib.80 S 3,111,126 29(23,4!18.30603) {802,91459] {2,4,280.429 12} City of Cape Girardeau Statement of Activities For Me Year Ended June 30, 2000 Net (Expense) Revenue and Program Revenues Chances In Net Assets Primary Government Capital Grants Charges for Operating Grants and Governmental Business -type Functionaprograms Expenses Service a ad Contributions Contributions Activities Activities Total Primary government: Governmental activities: General revenues: Piopegy taxes 1,878,042 94 1,878,042 94 Sales taxes 19,442,19913 - 19,442,199.13 FrancMse lases 3629,083.18 - 3,629083 18 Motor fuel nares 1,40],09832 - 1407,098.32 Convention and teunsm lazes 1,672,15533 - 1,672.15533 Memhant l'menses 1,166,94906 - 1,180,949.86 Liquor licenses 6040375 - 6040375 Other taxes 165,77595 165,77595 Unrestroted grants and conlnbutions 46,23226 - 46,232.26 Unrestricted inveshment samings 1730914.27 654,638.74 2,385,55301 IJ Gain on sale of assets 44,53285 89,251.94 134.284.80 Other nonbpelating revenue 7132.00 - 7,131 Transfers (2,829 531 93) 2,829,531.93 Total general revenues 2842098797 3573,922.61 31994,910.58 Changeln net assets 4962,681.94 2.771,80792 7,73448986 Net assets - beginning 138,302,05101 69.801,354 20 208,188 405 21 Pnor period adjustment 20709.61 (44.94(1.36) (1623675) Net asset,- ending S 143328442.56 $ 72 528 21516 8215,906,65632 I 1 1 1 1 1 1 1 1 ! ► 1 1 It i 1 1 1 1 City of Cape Girardeau Balance Sheet Governmental Funds For the Year Ended June 30, 2008 Other Total Park and Trans Sales Tax Trans Sales Tax Governmental Governmental General Airport Recreation Trust Fund II Trust Fund III Funds Funds ASSETS Current assets: Cash and cash equivalents $ 649,504.58 $ 3,603.14 $ 9,362.96 $ 278,130.80 $ 338,786.32 $ 2,141,656.21 $ 3,421,044.01 Investments 1,309,717.88 69,138,91 179,322.69 5,314,724.31 6,486,898.19 8,952,151.54 22,311,953.52 Receivables - Real estate taxes, net 41,275.56 - - - - 11,538.89 52,81445 Personal property taxes, net 13,950.83 - - - - 2,611.98 16,562.81 Saks tax 74Q338.33 - - - 362,958.25 551233.32 1,654,529.90 Franchise taxes 1,548,233.42 - - - - - 1,548.23342 Hotel 8 motel tax - - - - - 57,091.71 57,091.71 Restaurant tax - - - - - 93,301.86 93,301.86 Special assessments 135.33500 - - 239,738.74 - 817,486.86 1,192,560.60 N Other 45,064.86 127,420.28 47,774.88 - - 20,275.23 240,535.25 Interest 197,428.05 - - - - 38,328.36 235,756.41 Motor fuel lax - - - - - 87,101.85 87,101.85 Vehicle license fees - - - - - 12,345.22 12,345.22 Motor vehicle sales tax - - - - - 20,325.08 20.325.08 Grants 335,314.20 151,368.43 16.10 - 41.082.52 128,286.09 656,06734 Other funds 42.890.00 - - - - - 42,890.00 Inventory 11743 44,541.02 - - - 2,313.36 46971.81 Prepaid Items 77,377.86 46,629.33 5,764.54 102,783.49 232.55522 Total Current assets'. 5,136,548.00 442,701.11 242241.17 5,832,593.85 7,229.725.28 13,038,831.05 31,922,640.46 Noncurrent assets: Advances to other funds 1,077,450.24 1 0771450.24 Total Noncurrent assets 1,077,450.24 1,077,450.24 Total assets $ 6213.998.24 $ 442,701.11 $ 242,241.17 $ 5,832,593.85 $ 7229,72528 $ 13,038,831.05 $ 33,000,09070 1 i 1 i i i 1 1 1 1 1 1 1 1 1 1 1 1 i City of Cape Girardeau Balance Sheet Governmental Funds For the Year Ended June 30, 2008 Other Total Park and Trans Sales Tax Trans Sales Tax Governmental Governmental General Airport Recreation Trust Fund II Trust Fund III Funds Funds LIABILITIES AND FUND BALANCES Current liabilities: Accounts payable $ 322,249.02 $ 206.1611 $ 74,782.09 $ 879071 5 179,735.39 $ 100,56826 $ 892,294.26 Salaries and benefits payable 366,254.48 20,242.14 57,237.34 - - 3,106.09 446,840.05 Other liabilities 127,999.04 46,140.83 29,533.38 - - - 203,67325 Due to other governments 321.45 477.60 - - - 2,206.64 3,005.69 Payable to other funs - - - - - 42,890.00 42,890.00 Unearned revenues 11,816.22 18,840.00 37,707.75 - - - 68,363.97 Deferred revenues 195,677.62 239,731 904,417.84 1,339,834.20 Total Current liabilities. 1,024,317.83 291,869.36 199.260.56 248,529.45 179,735.39 1,053,188.83 2,996,901.42 N N Non current liebl0des: Advances from other funds Total Non current liabilities: Total liabilities 1,024,31183 291,869.36 199.260.56 24$529.45 179.735.39 1,053,188.83 2,996,90142 Fund balances: Reserved 4,770,607.99 106,231.35 37428.67 4,444,525.88 3,962.195.92 2,454,614.99 15,775.604.80 Unreserved 419,072.42 44,600.40 5,55194 1,139,538.52 3,087,793.97 9,531,027.23 14,22158448 Total fund balances 5,189,680.41 150,831.75 42,980.61 5,584,064.40 7,049,989.89 11,985,64222 30,003.189.28 Total liabilities and fund balances $ 6,213,998.24 $ 442.701.11 $ 242,241.17 $ 5,832,593.85 $ 7,229,725.28 $ 13,038.831.05 $ 33,000,090.70 I 1 1 1 1 1 1 i 1 i 1 1 i 1 1 k 1 1 i City of Cape Girardeau Reconciliation of the Balance Sheet of Governmental Funds To the Statement of Net Assets For the Year Ended June 30, 2008 Fund balances of governmental funds $ 30,003,189.28 Amounts reported for governmental activities in the statement of net assets are different because: Long-term liabilities, including bonds payable, are not due and payable in the cunent (28,906,304.3]) period and therefore are not reported in the funds. Capital assets used in governmental activities are not financial resources and 138,062,456.84 therefore, are not reported in the funds, net of accumulated deprecia0on of $49,829,955.06. Internal service funds are used by management to charge the casts of management 4,239,105A2 information systems, fleet management, employee Binge benefits, workmen's compensation, and equipment replacement to individual funds. Other long-term assets are not available to pay for current period expenditures and, 1,339.834.20 therefore are deferred In the funds. Other accrued expenses which are not payable from current -period revenues (1,359,838.81) are included in governmental activities In the statement of net assets. Net assets of governmental activities $ 143.378.442.56 I 1 1 1 1 1 1 1 1 I 1 1 1 1 1 1 1 t 1 Ciry of Ceps Ekedahl. Statement of wvenuas. Calmed It was, and Chang as in Fond Balances Go' are Funds For tTax'aer Ended June 3p, 2008 Other Total Pa. and Tans Sales Tax Trans Sales Tax Govemmenlal Governmental General .,an Recreated That Fund 11 Trust Fund 111 Funds Funds REVENUES Taxes S 14,118.02700 S S - $ - $ 423448160 $ 8460,081.83 S 26,821]9023 Licenses 8 seas 1,355.83106 - - 5.35200 1,361,21306 ms..overnmental TX 63376 719,53586 13604 31.19000 27 512 46 1873,55565 3,306.472.57 Char9ea for services 27970106 130151053 582034.11 - - 224324570 Int¢mel.1.,.x 67417484 - - - 874, 174 64 Flues and twleits 78232352 - - - -782,32312 M1sce11aneous 269.12104 20981551 1407720 - 2313647 37,39195 55354215 vestment revenue 203,96753 4038.51 6,90457 33469212 3. ,84200 631,99382 152643855 Spsial assessments 9,137.64 4142309 29156621 342.12774 Total revenues 10,626717.25 231490041 603.15280 40731401 4629,97233 11308,871.36 rt? 890 EXPENDITURES Current Acmini51fa0ve 2577,37192 2.31492366 196043629 5752731.87 Development Serviws 1,51549277 - - 51 7s9 32109390 188638649 Parks and Rsrealion 1,565,4..24 1471,160.13 - - 313662237 PUWCSatey 10,82P1773 351,39519 11173,11292 Public Works 1,981.17691 - - - - 40F74 fit 2021,851 51 dem otters. A AcminrstreWa charges 10576 - - - - .,51005 6161581 Interest 063347F 3374.12 32196 1104072.74 1,196,103513 Principal 9199597 16.592.62 1839300.00 1,953,88659 Cdailnt outlay 202,89056 617676.65 17,31800 794.04537 3051,99699 1222033.86 5905.97143 Tedd expenditures 18.95054862 2.95256705 1408,00809 794,04537 3103,79881 680351663 3409328457 EKass( cellctency) o1 sr Oxperdlmros 1323,831]7) (637.666.54) (885As, 39) (366,73136) 1,526,P352 4,50535473 3]97,.3.59 OTHER FINANCING SOURCES (USES) Transfers real it.5,770.46) (255.0..00) - (?719960.34) (12,320 T50.60) Transhead 4,303,14631 64553046 877.431.20 2W,o00.00 3.45960271 9,688)1268 Asset dlspeation 352074 686050 17 116 63 - P497.87 Cher mnaperation revenue ? 13200 - - ? 132 00 Total other financing sources and uses (31969,41) 600,1K SIR 894,547,83 200,000. (4260,37763) (2597,40625) Net Changs e In fn balances (355,800 78) (37,27568) 0,89254 (386.731361 1726,17352 24497710 1200,235. Fund Redress began, 5558,63731 172,24224 34088.07 5970,79576 5323,81637 11821,34620 28660925.95 Prics 11cl acfus—H (13 156 15,865.19 - - (80 Fill 081 177S72 01) Func balances-enclng E 5189,68041 $ 150831 T5 $ 4298061 f 5,5.064.40 S 7049989.69 S 11,96564222 $ 30,003,18928 City of cape Girardeau aeconnnanon ohne sleremenl of aovenno. Expenditures, and cnmge6 In Fund 9alanco9 of Govemmermal Funds to II» stns mentpf r onNres For the Year Ended June 30, 2008 Net chi In Find balances.total govemmental Nntls E 1300, 235 J4 Amounts repaded lot govemmenfel ech"my In lee sUlement of acdvilies am different because. aeduceons dl debt arerepoded In the no nnanctat 1,934 276.41 statements as an expense but are not Inmmed In they go.ommem wide statement of acdvtnes. ...... mental Nod mW capdat oars, as eapendllures. 1 139,161 .10 Moweveq In lea ...Marc Of Mas. me cosi of -.on firms and sycle a allocated over their animated usewve reached as dep cost an axpen a. Tins is the amount by r which depredation expense exceeded capital outlays in Ne coram period hre road svv¢e I are usao by management to charge 981.J7 111 he cash ofe systems neat employect e frogs Moon wrm ,agement employee meet workmen's t mpIyym, compensation , and equipment replacement t0lntllvitlual n,nas Omanmr, erm assets am not avauable to pay for auhenL (346.605.03) period exptndlturrs and, therefore are deroned in me funds sumbe expanses..ad In Ne sommem of acnndes do not 45636.75 mr, the use of current nnandal resourcee andr tnerefore. are not lorded as expenditures In govemmemal funds. Change in net assets of gov rrmentat arcum es E 4,96268194 i 1 9 1 f 1 Y f 1 Y f I f i 1 City of Cape Girardeau Statement of Net Assets Proprietary Funds For the Year Ended June 30, 2000 ASSETS Current assets'. Cash and cash equivalents Investments Utilities charges, net Special assessments Other Notes receivable Interest Gants Inventory Prepaid items ro Total Currents assets'. Noncurrent assets Rest Cash and Cash Equivalents Rest Investments Land Buildings Equipment Other improvements Construction in progress Accumulated depredation Total Noncurrent assets Total assets Total Gov. Activities Proprietary Internal Service Sewer Water Solid Waste Golf Course Softball Cumplex Funds Funds $ 83,885.05 $ 119,913.16 $ 56,52449 $ 2,843.89 $ 6,652.27 $ 269,818.86 $ 173,610.96 1,586,507.16 2260,740.38 1,075,917.60 54,507.04 80219.51 5,077,891.69 3.543,164]3 402,214.79 723,525.03 315,627.32 - - 1,441,367.14 - 138,042,27 47,336.89 - - - 185,379.16 - - 32.20 215.06 30.50 - 277.76 6,874.31 - - - - - - 27894.96 1,02823 9,902.13 - - - 10,930.36 - 52,702.30 8,674.33 12,899.47 60647 20.00 74,902.57 2,365.60 - 414,057.18 - 4,425.52 9,816AP 428,298.72 189,740.83 160.758.18 287,919.59 1,624.95 212.01 - 450,51473 34,044.92 2425,137.98 3,892,100.89 1,462,808.89 62,62543 96,707.80 ],939,380.99 4229,376.31 4,636.500.45 116,739.75 85.81 - - 4,753,326.01 - 335,88334 2,946,947.14 4,46243 - - 3,287,292.91 - 49,750.00 - 112,239.55 - - 161.989.55 37,500.00 8,078.346.00 174,311.63 1,051,146.72 140,253.00 33,671.61 9,477,72896 46,224.45 2,953,19065 1,803,909.10 1,822,029.25 243,318.43 131,955.22 6,954,40265 3,634.435.48 67,702,928.32 45,690,72871 333,132.92 551,268.84 26,592.57 114,304,651.36 155,653.19 1,062,472.79 390,057,18 - - - 1452,529.97 - (26,437,46747) (9,564,70749) (2,217,033-59) (695,669-67) (108,849.33) (39.023,727.55) (2753,14067) 58,381,604.08 41,557,986.02 1,106,063.09 239,170.60 83,370.07 101,368,193.86 1,120,67245 $ 60,806,742.06 $ 45,450,086.91 $ 2,568,871.98 $ 301 796.03 5 180.077.87 $ 109,307,574.85 $ 5.350,04876 I 1 1 1 { 1 1 1 1 a 1 1 t f 1 1 1 1 1 City of Cape Girardeau Statement of Net Assets Proprietary Funds For the Year Ended June 30, 2008 Business -type Activities - Enterprise Funds Total Gov. Acbvitles Proprietary Internal Service Sewer Water Solid Waste Golf Course Softball Complex Funds Funds LIABILITIES Current liabilities: Accounts payable $ 246,147.39 $ 410,]61.]8 $ 101,607.23 $ 16,629.28 $ 51420.19 $ 826,565.0] $ 234,88034 Salaries and banefts payable 110,179.49 ],12].99 67,610.51 32,252.]] 39,45742 256,628.18 48,541.53 Interest payable 474,62025 ]1,]5544 82945 - - 547204.74 645.83 Other liabilities 209,101.01 198752.82 91,913.81 7,923.80 - 50].691.44 83.59 Estimated claims payable - - - - - - 381.500 00 Due to other governments 2,274.51 ],043.18 - - - 9,317.69 - Deferredrevenues 1],8]4.63 - - - - 1].8]463 - Payable to other funds - - - - - " ,advances from bUer fonds - - - - - Notes Payable 6,750.00 - 7.125.00 - - 13,875.00 4875.00 Revenue bonds payable 3,133,000.00 860,1 - - - 3,993,00000 - Special oblig bonds payable 94,003.98 59,820.72 41 1]5.30 - - 195,000.00 55,000.00 Total Current liabilities: 4,293,95126 --T,615,261.53 310,261.30 56,805.85 90,8]].61 6,36],157.55 ]25,52629 Noncurrent liabilities: Advances from other funds - - 620.000.00 267,450.24 190,000.00 1,0]],450.24 - Notes Payable 229,500.00 - 242,25000 - - 4]1]50.00 165.75000 Revenue bonds payable 24,126.688.20 4,541,216.85 - - - 28,667,905,05 - Speual obllg bands payable 88.828.2] 56 X83.32 38,40.08 - - 184,012.47 166,]50.83 Est landfill post closure best - - 64,00.00 - - 64.000.00 - TotalNoncunentlefulibes: 24,445016.47 4,598,000.17 964,650.88 267450.24 190,000.00 30465,11].]6 332,500.83 Total liabilities 28,73$96].]3 6,213,261.70 1,2]4.912.18 324,256.09 280,8]].61 36,832,275.31 1,058,02].12 NET ASSETS Invested in capital assets, net of related 26,045,622.47 33,258,404.52 ]]6,398.35 239,170.60 83,3]0.0] 60 402,966.01 ]32,090]1 Restricted for debt service - 1,086,666.67 - - - 1,086,666.6] - Restricledfordeprandreplacement 127,000.00 1,180,000.00 - - - 1.307,000 00 - Restrictedforemergencyfund 405,095.00 816,950.00 463,490.00 - - 1,685.53500 - Unrestricted 5,490,056.86 2,894,804.02 54,071.45 (261,630.66) (184,169.81) 7,993,131.86 3,559,930.93 Total net assets 8 32,06],]]4.33 —i-39 236,825.21$ 1,293,959.80 $ (22,460.06) $ (100.]99]4) ]2,4]5,299.54 —S-4, ,292221.64 Adjustments to refect 0e consolidation of Interval service tend activities related to enlera se endsnet assets of rudimen type activities 52,916.22 S ]2,528215.]6 1 1 i f 1 1 1 1 1 1 1 1 1 5 1 1 1 1 f City of Cape Girardeau Statement of Revenues, Expenses, and Changes in Fund Net Assets Proprietary Funds For the Vear Ended June 30, 2008 Trial GoaAelivtlies Pmpoetary I'moals."o. sewer water Solid west. Goff(Course Somali Comple. woos Funds 0..adpg reaenuee: Residential charges 5 1715,13926 $ 3276,001.68 5 2,029,]0]59 $ - E - S ],021,64853 S - 'conceptual charges 1002,03]33 2250,30133 29,35160 - 3,36169034 - Transterstatbnchay.s - - 914,40508 - 914405.08 Otherlees and charges 47,095.56 196233.14 8306264 - 326,39134 - Concessionrevenues - - 69,715.67 98,25475 167,97042 Equipment sales - - - 9276.50 670500 15,98150 - Intemalcharyes - - - - - 5, 123,G3160 usage tees - - - 375,13139 67,516.50 442647 69 Miscellaneous 1214900 2119094 5279189 600.00 1021129 96.943.92 73116 Total operating revenues 2656.421.95 574452709 ]109318.88 454,723.56 182687.54 1234 '679D2 5124.36276 Operating expenses: 126.14448 1227305.20 324,62977 325,96267 3,513,62501 72]737.13 Personnel services Malelal5 A supplies 1509.582.89 41630969 1,065,0117.85 139,08349 69,673.87 63,14081 1,754,09571 353,68243 Contractual serves 215,10622 2498,323.08 1,1311,44076 2819789 37,46143 3, 91 7,52938 2550,75587 General operating expenses 39,62044 192960.33 29,13513 5685667 67,62865 38623342 31]7095 Special programs 110207.51 113,334.13 8194998 661963 5648 75 327.76000 - Intemalservor,ropsomm, 162486.02 112446.05 197.20946 59,19690 2773770 559,07693 2,681.00 Oeprosion 205228711 1,356,824.24 16859051 45,17072 983409 363271467 261 401 61 N Total operating espsnses 451360068 546592016 2961,72253 59237745 53741430 1409103512 395602899 Co Operating Income (loss) (165)170]3) 278.60693 127,59635 (137653.691 (354 726]61 (174335610) 1168333.77 Nonoperatin, revenues (expanses) Intergovernmental 399.292]0 1389358 26295.38 5115500 16997 444,00663 2365.60 Investment revenue 297.911.94 288,96383 6359966 1,971]5 ?19156 654,63674 20447572 Gain from sale crease( 31472.09 46,279.17 10,03750 1,953.18 - 89,75194 1703499 Other norvopertang revenue 10,021 76 Interest and other charges (641 49009) (208,931.81) (45,328-66) (14,567]9) (9,732.901 11,000,05125) (17,03772) Issuance cset Oranisatlon (36,80007) (26,10170) (554.14) - (63,45595) (61419) Loss from sale of asset (324470) - (324490) 141 681 Total nonoperatin, revenues (expenses) 50,38663 3005837 54,04974 (5477.06) (7,371 37f 122.445.51 216,20448 Income (loop) before cont Tube's and transfers (1,606,79210) 309,46530 101,646.09 (143,13175) (362098.13) f1,620 910 59) 1304,53825 Contributed capital � connect fil 11994000 - - - - 11994060 - Contnbutedcapital- developers 305,71397 140,497.09 - 446,211 D6 - ContnOutedcapital- donations 562,000.00 - - - 43,56077 605,568.77 - ConNOutedcapilal-government 3818408 - - - 30.19408 - ContnbutedcapAal- special assessments 116.54280 39,072.80 - - - 155.61560 Transfers In 2,198,604.00 120,00000 - 119.76462 35297923 ?791,34785 1,98221 Transfers cul - - (161,291 94) Change In net assets 1.696,008.61 647,21927 181,64609 (23,367.13) 3444987 2,535,95677 1225,220.52 Total net assets- beginning 30,371 765 66 38,634,55230 1,112,313.71 907.07 (13524961) 69 984,289 13 2.960,11150 Prior period adiustmenl - (44,946 361 (4494636) 106,65162 Total net assets - bnding $ 32067774.33 S 3923662521 $ 129395900 $ (2246) 06) $ (100799]4) S 72475 29954 $ 4292,02164 Adjustments to person the consolldetme of Internal service fund activities related to enterydse mMs. 235,851 15 Change in net assets of business tops pdivNas. S 2771,807.92 1 1 i 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Cape Girardeau Statement of Cash Flows Proprietary Funds For the Year Ended June 30, 2003 Business -type Activities - Enterprise Funds Government Total Activities Softball Proprietary Internal Service Sewer Water Solid Waste Golf Course Complex Funds Funds CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers S 2.836958h E 5954696.68 S 305147662 S 45281087 S 191687.54 $ 126]863027 $ 115,325.11 Receipts fromimorfund services 29,35168 - 2935168 5009,28019 Other receipts - 60000 - 600.00 731.16 Payments to suppliers (697,29647) [3,561,110.92) (1, 369,w0022) (146854.03) (147,201 27) (5,9 30 064,9 1) (3845,86579) Payments for Salaries and benefits (1 .90,88790) (126,661.31) (1220,52287) (31.65) (320.70676) (3 480,6N 49) (730,83292) Payments for impound services used (154,09098) (72,089.05) 1197.20946) (71 2g2 (3466726) (539227,45) (3p WW 00) Payments made in lieu of franchise taxes (14327285) - - - (143272.85) - RemiltencQof taxes collected from customers (15.05461) (205 4,17 - - (220,50224) - N Net cash provided (used) by operating activities 46961040 1.840.115,12 2934995 (88,55951) (319,70975) 2.19488001 545.17976 O CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers from Other funds 120 W000 - 119764.62 35297923 592,743.05 - Transferstoothorfunds - - - 1161,291.94) Advance lepdymQpl to the, funds - - (23,02696) - (23.2693) - Inlereslpaidloolherfunds - (31.763 02) (14,56779) (9,73290) (5606071) Subsidy from federal grant 1934031 4275 4.653.91 4,54053 14997 28.73547 Net Cash (used) by noncapltal financing 19.34031 120.00275 (27,100.11) 6611. oa 64339630 54239163 (161291941 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Capital contributions 76036640 7285667 6,74200 - - 06196701 - Principal received on promissory note - - 152,067.68 Inleraat scorned on plpmi55Ry rale - - 11,07176 Proceeds from Sales of Capital assets 3240515 107265 W 10,037.50 1,963.18 - 151 75053 19193.33 Purchase of Capital assets (79,10114) (396.W5go) 1142.642 22) - - (617791.49) (1622.197) Acquisition and construction of capital assets (772,28361) (30,345.50) - (1,079,629.19) Principal paid On Capital debt (2047950 -WI (881,75299) (53,313]5) - (2,983 016 80) (7975000) Interest paid on capital debt (1,126853.87) (249,022.51) (14,5¢0261 - (1,39045663) (17 old 14) Transfers In for capital acquisitions - - - - 1,98221 Transfers in for payment of Capital related debt 2198.60400 - 2198,604.00 - Net cash (used) by capital and related financing activilies (1,014,733.13) (1,fi54,W531) (191]5672) 1,96315 - (2 e56, 511 rip 164,936.13) i 1 1 1 1 1 1 1 1 1 1 1 i 1 1 1 1 1 1 City of Cape Girardeau Statement of Caah Fla. Proprietary Funds go, the Yea. End.G June 30, 2008 Business -type Activltias - Enterprise Funds GOvernhnopt TOW Activdies 800ball P.Ph.d., Internal Service sieaa,Water Solid Waste G91f Course Complex Funds Funds CASH FLOWS FROM INVESTING ACTIVITIES ^_ Interest r¢¢Eived Nelchae . In poewd ah,Obs'a's I Lem saes and m$Iustiee Of overanente YurOhaee of inve5lfnents 264,2]4.52 0.1"c'4t31 1,0449]9..55 t738.14841) 24],6]002 P2t.6%.96) 1,1.5.iN N S]30"00) 'a 07261 (e`u.68Z53) 1 1907 413]5- 2088fl {1966'6 ]Jj - 59],06004 ((146,&3486) 2,1499]855 (1,468.168.41) 1608]9.]1 yve,19201 (61,260 011 Net con pn]dded by In ... ting Oliviue5 719.059.50 (10586866) (21,61492 ) 2,19448 111,9691) 130.11352 (184,5T2 78) Net npea9B (d¢CleaFn.) p Ca61 and CIL9t1 -- Beutv6lenk (246,114 84) 200,124 00 47018M 2,318.53 3,06961 8.81328 134.37601 Balances- beginning of year 4,06],100.39 30,52891 9,692.30 521.36 58263 501.331.59 39,234 06 (a GaWnce3 end of (R¢Year —$7 4 720,34:.$R E 73665291 5 SS.Bt03. $ 2,86&A9 3 5,028'4453 3 i73510% Roconcillafion of Operating income (loss) to net cash provlded (used) by operating activities: Oporsting orone, III $ (1667.178.73) $ 220,906.93 $ 121696.35 5 (13].60389) 5 (364,]26]0) S (1,7433,%.10) 5 1.168,333.77 Ad1Vs}menf5 1p ."Ch. "pest,; aWcnte t0 net cash pmatled (used) by operating art vltl.s� Deproo.eion c,pens¢ 205226].11 1,356 ON 24 t6S.59851 45.170.]2 9834.04 3632.71467 28140161 Changes In assets antl Istalls, A%.h,IS payable -super Accosts payable other S.I.,i.58 onadd, pR,bi. Custonret..,aves Other operating receivNbles PrepOid..Pulses Invartlory 8903.06 (9033.31) 19694.99 344378 (2633.29) 47086.22 14405.. (51683) 3983855 132.264.00 (6.%7]9) (1Z k25A0) (,038.40) 6.324.62 6782.33 114'", by; - 51626 - (3,95622) 1965.50 2,]]612 (30%) 209.52 299&23 20,9]629 025391 - T ?1,5272 t 12640873 1366241 3296052 28%391 132F6400 (88!330) 4890.795.02) (3,095.79) 40,11 4,148.34 (HAIL96171 ai 3i Not CeSh prOvidetl by operp11n9 dc1Nllies 5 461,1-18 4-1 $ 1,640,115.4 $ 293,49615 E (99.559.61) 5 (319)09]5) S $190.68001 1.f,.aea 1.17 f 545.9 9.16 I ► 1 1 1 1 1 1 1 ► ► 1 1 1 1 1 1 1 It City of Cape Girardeau Statement of Net Assets Fiduciary Funds For the Year Ended June 30, 2008 Agency Funds ASSETS Cash and cash equivalents $ 2,538,941.94 Investments 6,122,792.67 Real estate taxes 3],915.]8 Personal property taxes 11,598,43 Other 836.00 Total assets $ 8,712,084.82 w LIABILITIES Accounts payable $ 369,122.54 Salaries and benefits payable 16,610.34 Other liabilities 8,326.351.94 Total Liabilities $ 8712,084.82 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES "Phe 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 confomtity 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 arc 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 we financially accountable. The Cape Girardeau (Missouri) Public Facilities Authority (CGPFA) is a blended component unit of the City. For the year ended June 30,200S, the CGPFA had no assets, liabilities, revenues, or expenses. Although not a component unit of the City, the City handles the funds of and provides accounting and other services- for several entities. Since these funds are held by the City, these entities arc shown as Agency Funds in the Financial statements. 2. Government -Wide and Fund Financial Statements The government -wide financial statements (i.e., the statement of net assets and the statement ofactivities) report information on all of the nonfiduciary activities of the primary government and its component units. The effect of interfund activity has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business -type a(tivities, which rely to a significant extent on Ices and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment arc offset by program revenues. Direct ecpenscs 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 property included among program revenues are reported instead as general wvenues- Separate financial statements are provided for governments[ 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. 32 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 VOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 3. Measurement Focus, Basis of Accountine, and Financial Statement Presentation The government -wide financial statements are reported using the economic resources measurement focus and the accrual basis ofaccoanting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless ofthetimingofrelated cash flows. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. With the economic resources measurement focus, all assets and liabilities associated with operations are reflected in the statement of net assets. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Under the modified accrual basis, revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they arc collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City considers revenues to be available if they are collected within 30 days of the end of the current fiscal period Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and j udgments, are recorded only when payment is due. Those revenues susceptible to accrual are propertytaxes, 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 primacy operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. Theon-portfundaccounts for the resources used in the opeiation and maintenance of municipal airport facilities. The parks awl recreation fimd accounts for the resources used in the operation of park and recreational activities. The tran.rpnrtatioe sales taz trust fiend It accounts for the receipt and expenditure of a capital improvement sales tax that was approved by voters for street construction and improvements. The transportation sales tax trust fund III accounts for the receipt and expenditure of a capital improvement sales tax that was approved by voters for street construction and improvements. 33 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE. A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 3. Measurement Focus, Basis of Accounting, and Financial Statement Presentation - Continued The City reports the following major proprietary funds: The seiner fund accounts for the operation of the City's sewage treatment plant, sewage pumping stations, and collection systems. The water fiord accounts for the operation of the City's water treatment plants and distribution systems. The solid waste fiord accounts for the operation of the City's residential solid waste and recycling programs. The golffund accounts for the operation of the municipal golf course. The softball complex f and 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 servicefunds account for management information systems, fleet management, employee benefits, workers' compensation, and equipment leasing provided to other departments or agencies of the City, on a cost reimbursement basis. dgenep funds account for the operations of the library, arena improvement committee, and parks development foundation. Private -sector standards of accounting and financial reporting issued prior to December 1, 1989, generally arc followed in both the government -wide and proprietary fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Govennncntal Accounting Standards Board. Governments also have the option of following subsequent privatc-sector guidance for their business -type activities and enterprise funds, subject to this same limitation. The City has elected not to follow subsequent private -sector guidance. As a general rule the effect of interfund activity has been eliminated from the government -wide financial statements. Exceptions to this general rule are payments -in -lieu of taxes and other charges between the City's enterprise function and various other functions of the government. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. It is the City's policy to first use restricted net assets prior to the use of unrestricted net assets when an expense is incurred for purposes for which both restricted and unrestricted net assets are available. 34 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 3. Measurement Focus Basis of Accounting, and Financial Statement Presentation - Continued Amounts reported as program revenues include 1) charges to customers or applicants for goods, services, or privileges provided, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in ,,. connection with a proprietary fund's principal ongoing operations. The principal operating revenues ofthe City's enterprise funds and of the City's internal service funds are charges to customers for sales and services. Operating expenses Cor enterprise funds and internal service fiords include the cost of sales and services, administrative expenses, and depreciation on capital assets. Allrevenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. 4. Capital Assets All capital assets with an original cost exceeding $5,000 are recorded at historical cost or estimated historical cost if actual historical cost is not available. Additions are recorded at cost or, if contributed property, at their estimated fair value at time of contribution. Repairs and maintenance are recorded as expenses; renewals and betterments are capitalized. The sale or disposal of capital assets is recorded by removing cost and accumulated depreciation and charging the resulting gain or loss to income. Depreciation of all exhaustible capital assets is charged as an expense against operations in proprietary funds and a program cost ofgoventmental activities in the statementofactivities. Assets are repotted net of depreciation on proprietary fund and government -wide statement of net assets. Depreciation has been provided over the estimated useful lives using the straight-line method. The estimated useful lives are as follows: Buildings 25-50 years Improvements 10-40 years Equipment 3-10 years When applicable, interest costs are capitalized on self constructed capital assets. 5. Encumbrances Encumbrances represent commitments related to unpertbrmed contracts for goods or services. Encumbrance accounting is utilized in all funds. Encumbrances outstanding at the end of the year in the governmental finds are reported as reservations of fund balances and do not constitute expenditures or liabilities because the commitments will be carried forward and honored during the subsequent year. Encumbrances outstanding in the proprietary tunds do not constitute expenses but will be honored in the subsequent year. No reservations of net assets are made for encumbrances outstanding at the end of the year on the proprietary fund and government -wide statement of net assets. 35 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 6. Inventories Inventories consist primarily of supplies, valued at cost. The cost of inventories is recorded as expenditures or expenses when consumed rather than when purchased. 7. Compensated Absences Vested or accumulated vacation pay for proprietary funds is recorded as an expense and liability of those funds as the benefits accrue to employees. Amounts of vested or accumulated vacation leave of governmental funds are reported in the Statement of Net Assets. Employees may accumulate up to 30 days vacation, for which they are compensated upon termination or retirement Employees are not compensated for accumulated sick leave upon termination, but are compensated one hour for each eight hours of unused sick leave upon retirement. 8. Bond Premiums, Discounts, and Issuance Costs In governmental fund types, bond discounts and issuance costs are recognized in the current period. Bond discounts and issuance costs for proprietary fund types are deferred and amortized over the term of the bonds. Bond premiums and discounts are presented as either increases or reductions of the face amount of bonds payable whereas issuance costs are recorded as deferred charges. The accounting treatment of bond premiums, discounts, and issuance costs used for governmental activities in the govermnrepl-wide statements is the same as that used for proprietary funds. 9. Cash and Investments The City maintains an internal investment pool for the majority of its non -restricted cash and investments and a small portion of its restricted cash and investments. Investment revenue is allocated to each fund based on its average equity balance in the pool. Cash includes amounts in repurchase agreements and other short-term investments with a maturity date within three months of the date of purchase. Investments, with a maturity date of one year or more at the time of purchase, are recorded at fair value. All other cash and investments are recorded at cost or amortized cost. 10. Prepaid Items Payments made to vendors for services that will benefit periods beyond June 30, 2008 aro recorded as prepaid items. 36 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 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. Lona -Term Obligations Only that portion of long -tern 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 form the appropriate proprietary fund. Long-term liabilities expected to be financed from governmental activities are accounted for in the government -wide statement of net assets. 13. Interfund Transactions Quasi -external transactions are accounted for as revenues, expenditures, or expenses. Transactions that constitute reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund, are recorded as expenditures/expenses in the reimbursing fund and as reductions of expenditures/expenses in the fund that is reimbursed. All other interfund transactions, except quasi -external transactions and reimbursements, are reported as transfers. Only net transfers between governmental and business -type activities are reflected on the government -wide statement of activitics. 14. Short -Term Interfund Receivables/Pavables During the course of operations, numerous transactions occur between individual funds for goods provided orservices rendered. These receivables and payables are classified as"interfund receivables/payables"on the go cannicntal balance sheet and proprietary statement of net assets. Only net receivables between governmental and business -type activities are reflected as internal balances on the government -wide statement of net assets. 15. Advances to Other Funds Noncurrent portions of long-term interfund loan receivables and payables are reported as advances in the governmental balance sheet and proprietary statement of net assets. Fund balances are reserved on the governmental balance sheet for interfund loan receivables to indicate that they do not constitute expendable available financial resow ccs and therefore are not available for appropriation. Only net long-term interfund loans between governmental and business -type activities are reflected as internal balances on the government -wide statement of net assets. Net assets are not reserved for interfund loan receivables on proprietary and government -wide statements of nct assets. 37 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 16. Post-Emplovment Health Care Benefits In addition to the pension benefits described in Note G, it is the City's policy to provide postretirement health care benefits to employees who retire from the City with five or more years of service and who are eligible for LAGERS retirement (Note G). Currently, forty-six employees meet those eligibility requirements. The City provides health care coverage for them until age 65. The cost of retirees' health care benefits is recognized as an expenditure as premiums are paid. For the year ending June 30, 2008, those costs totaled $264,795. COBRA Benefits - Under the Consolidated Omnibus Budget Reconciliation Act (COBRA), the City provides health care benefits to eligible former employees and eligible dependents. Certain requirements are outlined by the federal government for this coverage. The premium is paid in full by the insured on or before the tenth (10th) day of the month for the actual month covered. This program is offered for a duration of 18 months after the termination date. There is no associated cost to the City under this program, and there was one participant in the program as of June 30, 2008. 17. Infrastructure the City defines infrastructure as the basic physical assets that allow the City to function. The assets include the street system, water system, sewer system, parks and recreation lands and improvement system, storm water system, and buildings combined with the site amenities such as parking and landscaped areas used by the City in the conduct of its business. Infrastructure of the water and sewer systems were routinely capitalized in the water and sewer funds of the City and are reflected as other improvements in the business - type activities section on the statement of activities. During the year ended June 30, 2008 all infrastructures completed during the fiscal year, including projects started in a previous year, were recorded at their historical costs. 38 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE B - DEPOSITS AND INVESTMENTS The City maintains a cash and temporary cash investment pool that is available for use by all funds. Each fund type's portion of this pool is displayed on the combined statement of assets, liabilities, and fund balances arising from cash transactions as "Cash and Cash Equivalents" under each fund's caption. The deposits and investments held at June 30, 2008, and reported at fair value, are as follows: Deposits Demand Deposits $ 1,344,180 Interest Bearing Deposit Accounts 9,803,762 Total Deposits S 11,147,942 Investments: 5,415,555 Negotiable Instruments $27,021,274 Federal Home Loan Bank 4,770,297 Federal National Mortgage Association 5,415,555 Federal Home Loan Mortgage Corporation 2,788,580 US Treasury Note 347,389 Total Investments 540,341095 Total Deposits and Investments 51 491,037 Reconciliation to Statement of Net Assets: Deposits and Investments, Book Balance $51,491,037 Petty Cash 8,800 Deposits and Investments, Statement of Net Assets $51,499,837 As of June 30, 2008, the City had the following investments: Investment Negotiable hrstnunents Federal Home Loan Bank Federal National Mortgage Assoc. Federal Home Loan Mortgage Corp. US Treasury Note Total Custodial Credit Risk: Maturities Fair Value 07/03/2008-03/25/2013 $27.021,274 12/15/2011 —04/04/2013 4,770,297 08/15/2008 - 04/20/2012 5,415,555 09/19/2008-10/15/2008 2,788,580 11/15/2008 347.389 $40343 095 Deposits in financial institutions, reported as components of cash, casts equivalents, and investments, had a bank balance of $11,243,016 at time 30, 2008, 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. 39 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 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, 2008 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 ofwhich the full faith and credit ofthc State is pledged; b. Certificates of deposit or savings accounts that are either insured or secured with acceptable collateral with in-state financial institutions, and fully insured certificates of deposit or savings accounts in out-of-state financial institutions; C. Repurchase agreements collateralized bysecurities listed in (a.) above, documented bya 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 investnenl 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, 2008, the City had no concentration of credit risk. 40 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE C- PROPERTY TAXES Property taxes attach as an enforceable lien on property as of January 1. Taxes were levied on August 20, 2007, for collection during this fiscal year and were due on or before December 31. Most of the taxes are collected in November and December. The tax rates assessed at the time were as follows: Balance General Revenue S .2991/100.00 assessed valuation Public Health .0560/100.00 assessed valuation r Special Business District .6763/100.00 assessed valuation #2 (Ad Valorem) Deductions Property tax receivable balances as of June 30, 2008 are as follows: Land Special General Business Public Debt Revenue District Health Service Total Current property tax 548,613 52,426 $ 9,101 S - $60,140 Delinquent property tax 13,801 1,385 2,584 44 17,814 Reserve for doubtful 12,001,556 -� Property taxes (7,188) - (1,345) (44) (8,577) Net property tax receivable $55,226 $3,811 $10,340 S $69,377 NOTE D - CHANGES IN CAPITAL ASSETS A sunvnary of the capital assets for governmental activities included on the government -wide statement of ' net assets for the year ended ,June 30, 2008 is as follows: Balance Accumulated Balance July12007 Additions Deductions Depieeiation June 30. 2008 Land S 4,932630 $ 2.221 5 - S - 3 4,948,851 Buildings 12,348,075 240,464 581983 12,001,556 improv emcnt5 other Than buildings 10,148,266 908,416 - 618,514 10,438,168 Equipment 4,242,008 931,689 357,471 449,101 4,367,125 Infrastructure 104,337991 2,365,272 - 1530,941 103.172,322 Coaslmctiun in progress 2,091 426 1.033 362 874,681 - 4,250,107 Total capital assets $'138,107,396 $ 7,488,424 5 1,232,152 $ 5,1805539 $ 139,181,122 41 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE D - CHANGES IN CAPITAL ASSETS - Continued Additions and deletions to the enterprise funds for the fiscal year 2008 were $2,754,635 and $611,965 respectively. Additions and deletions to the internal service finds were $219,574 and $171,512 respectively. A summary of the proprietary fund type capital assets included on the proprietary fund statement of net assets for the year ended June 30, 2008 is as follows: Enterprise Internal Fund Service Fund Land $ 161,990 $ 37,500 Buildings 9,477,729 46,225 Improvements other than building 114,304,651 155,653 Equipment 6,954,403 3,634,435 ,. Construction in progress 1452 530 - $132,351,303 $ 3,873,813 Less: accumulated depreciation 39 023,728 2,753,141 S 93 327, 5751,120,5 72 Depreciation expense was charged to functions as follows in the statement of activities: Governmental Activities: Administrative $ 447,426 Development Services 12,529 Parks and Recreation 355,752 Public Safety 612,6t7 Public Works 3,826 083 Total S52_54-407 Business -Type Activities: _ Golf Course $ 45,171 Sewer 2,052,287 Softball Complex 9,834 Solid Waste 168,599 Water 1356 824 Total 3 632 715 42 ,. City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE F, - LONG-PERM OBLIGATIONS The following is a summary ofchanges in the long-term debt included on the City's statement of net assets for the year ended June 30, 2008. Unused Due to Govetna,enml Other Rcvcnuc Paid Other Adivltie� Debt" Bonds I ... foal Debt payable July 1, 2007 S 12,030,491 $ 19.487,084 S 801,256 S 46,082 $32,370,911 Premium amorti»Ilon (7,182) (1,153) - (8,335) Retired (015,516) (1,000,000) ( 23,648) (18,389) (2,057,553) Additions Debt pay at lc 7 tine 30,2006 $ 11,007:23 $ 18,485,931 5. _ 7836_8 x.27,093 $30_30_5Q2' *Olhar Debt inedales Netee Payable, Special Obligation Bonds, Leasehold Revenue Bonds, and Ccrti ficales of Patlicipallon- Business-Type Other Revenue .� Activities Debt* Bonds Total Bonds payable at July 1, 2007 $1,081,t25 535,904,088 536,985,213 Discount Premium Amortization (3,738) (23,558) (27,296) Accumulated Interest - 547,375 547,375 Bonds Retired (212,750) (3,707,000) (3,979,750) Bonds Issued _ _ Bonds payable at June 30, 2008 $564,637 $32,.6(10 905 $33,525,542 -Other Dcbt incl udcs Nne, Pay.ld. and Spcaal Obliyalion Bonds 43 ,. City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE E - LONG TERM OBLIGATIONS - Continued Bonds payable for governmental and business -type activities at June 30, 2008 are comprised of the following individual issues: $ 1.155,000 Special Obligation Refunding and Improvement Bonds, Scrics 2002: Year Ending Interest Principal Interest _ ,lune 30 Rate Due Due Total 2009 3.75% $ 350,000 S 39,380 S 389,380 2010 4.00 340,000 25,130 365,130 20 t 1 4.00 155,000 15,655 170,655 2012 4.10 155,000 9,455 164,455 2013 4.10 155000 3,177 158,177 1 lis 000 S -9-Z,197 X247,797 Principal payments are made annually on October 1, and interest payments are made semi-annually on October I and April I. On October 22, 2002 the City of Cape Girardeau issued $3,125,000 of Special Obligation Refunding and Improvement Bonds Series 2002 with interest rates varying from 3.00% to 4.50%. The bonds are special obligations of the City payable solely from the income and revenues provided for the year plus any unencumbered balances from prior years. The bonds were issued by the City for the purpose of providing funds to (a) pay the costs of refunding the Building and Equipment Leasehold Refunding and hnproverncnt Revenue Bonds, Series 1993, issued on behalf of the City by the Cape Girardeau Public Facilities Authority and outstanding in the pri ncipal amount of 51,085,000, (b) pay the costs of refunding the Certificates of Participation (Capital Improvements Projects), Series 1994A, issued on behalf ofthe City by the Cape Girardeau Public Facilities Authorityand outstanding in the principal amount of $1,255,000 and prepaying the leasehold interest represented thereby, ti (c) pay the costs of constructing certain street improvements within the City, and (d) pay the costs of issuing the Bonds, under the authority of and in full compliance with the City's Charter and the Constitution and laws of the State of Missouri, and pursuant to an ordinance duly passed (the "Ordinance") and proceedings duly and legally had by the governing body of the City. The outstanding bond liability for the Special Obligation Refunding and Improvement Bonds Series 2002 is allocated as follows: $775,000 for Governmental activities and $380,000 for Business -type activities- EEI City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL SCATEMENTS June 30, 2008 NOTE E - LONG-TERM OBLIGATIONS - Continued SS 345 000 Waterworks System Refundin¢ Revenue Bonds Series 2006A due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due 'Dotal _ 2009 375% S 860,000 S 211,650 51,071,650 2010 4.00 890,000 179,400 1,069,400 2011 4.00 925,000 143,800 1,068,800 2012 4.00 965,000 106,800 1,071,800 2013 4.00 1705,000 6S,200 1 773 200 J5_345,00 000 709 850 $_ 454 850 Principal payments are made annually on March 1, and interest payments are made semi-annually on March 1 and September 1. On January 3, 2006 the City issued 57,160,000 of Waterworks System Refunding Revenue Bonds Series 2006A with interest rates varying from 3.5%to4.0°/,. The bonds are special limited obligations of the City payable solely from the net income and revenues derived by the City from the operation of the Waterworks System afler payment of costs of operation and maintenance. The bonds were issued to provide the City with remaining funds need to retire 58,170,000 principal amount of Waterworks System Refunding Revenue Bonds, Series 1995. 45 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL. STATEMENTS June 30, 2008 NOTE E - LONG-TERM OBLIGATIONS - Continued S 1 105.000 Seweraye System Revenue Bonds (State Revolving Fund Program) Series 1991 due as follows: Year Ending Interest Principal Interest JLine 30, Rate Due Due Total 2009 6.875% $ 155,000 $ 75,969 S 230,969 2010 6.875 165,000 65,312 230312 2011 6.875 175,000 53,969 228,969 2012 6.875 190,000 41,937 231,937 2013 6.875 205,000 28,875 233,875 2014 6.875 215.000 14,781 229,781 $1,105,0 $ 280 843 1 385_,843 These bonds are dated December 1, 1991. 'fire proceeds of tlhc bond issue were used to extend and improve the existing sewerage facilities serving the City. Principal payments are made annually on June 1, and interest payments are made semi -amoral ly on June I and December I. The interest due on the Series 1991 Sewer System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures from the construction funds held by the trustee, the State of Missouri Department of Natural Resources deposits an amount equal to approximamly 51.907% of the reimbursement into the reserve fand. The maximum amount of funds that will he advanced to the reserve fund will be $1,250,000. As bonds are retired 50'X of the amount of bonds retired will be repaid to the State ofMissouri Department of Nanual Resources mit of _ the reserve fund. The balance of the reserve fund at June 30, 2008 was $573,472. fhe reserve fond yields 6.71%. During the fiscal year-end June 30, 2001, certain bonds originally issued by the State Environmental hnprovemcnt and Energy Resources Authority as part of the State Revolving Fund Program were refunded. Annual debt service savings resulting from this transaction are to be used to offset City debt service payments due on Series 1991 Bonds. During the fiscal year ended June 30, 2008, City interest expense was reduced by S17,313 as a result of this transaction. Over the remaining life of these bonds, the City will receive net present value benefits of approximately S79,642 from this transaction. 46 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STA"I'BMENTS June 30, 2008 NOTE E - LONG=PERM OBLIGATIONS - Continued S 233.000 Sewerage Svstem Revenue Bonds (State Revolving Fund Proynam) Scrics 1993 due as follows: Year Ending Interest Principal Interest June 30 Rate Due Due Total 2009 5.250% $ 28,000 S 11,805 $ 39,805 2010 5.400 30,000 10,260 40,260 2011 5.400 31,000 8,613 39,613 2012 5.400 33,000 6,885 39,885 2013 5.400 35,000 5,049 40,049 2014 5.400 37,000 3,106 40,106 2015 5.400 39,000 1,053 40 053 $233 000 46 771 $279 771 .. These bonds are dated August 1, 1993. The proceeds of the bond issue were used to extend and improve the existing sewerage facilities serving the City. Principal payments are made annually on March 1, and interest payments are made semi-annually on March 1 and September 1. The interest due on the Series 1993 Sewer System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures It om the construction fiords 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 m -ill be advanced to the reserve fund will be $350,000. As bonds arc retired, 70% of the _ amount of bonds retired will be repaid to the State of Missouri Department of Natural Resources out ofthe reserve fund fhe balance of the reserve fund at June 30, 2008 was $143,500. The reserve fund yields 5.15%. 47 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE E - LONGTERM OBLIGATIONS - Continued S 3,987,139 Water Pollution Control Revenue Bonds (State Revolving Fund Program) Series 1995D due as follows: Year Ending Interest Principal Interest June 30 Rate Due Due Total 2009 5.95000/ $ 946,770 S 1,143,230 S2,090,000 2010 6.050 722,409 992,591 1,715,000 2011 6.100 413,574 636,426 1,050,000 2012 6.150 380,828 654,172 1,035,000 2013 6.150 354,978 670,022 1,025,000 2014 6.200 326,281 683,719 1,010,000 2015 6.200 303,920 696,080 1,000,000 2016 6.250 278,844 706,156 985,000 2017 6.250 259,535 715,465 975,000 $3,9S7,139 $ 6,897 861 $ L0.885 000 These bonds arc dated June I, 1995. The proceeds of the bond issue were used for the extension and improvement of the existing sewerage system serving the City. Principal and interest payments are made annually on January 1 beginning in 1998. The interest due on the Series 1995D Water Pollution Control Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is rcimhursed for sewn project expenditures Goin the construction funds, the State o f Mi ssouri Department of Natural Resources deposits an amount equal to 70% of the disbursement into the reserve fund. The maximum amount of funds that will be advanced to the reserve fund will be 700/(, of the principal amount less the original issue discount. Asbondsare retired 70%ofthe amount ofbonds 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, 2008 was 52,790,997. The reserve fund yields 5.83%. 48 .. City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE E - LONG-TERM OBLIGATIONS - Continued S 9,135,000 Sewerage Svstem Revenue Bonds( late RevoN m Fund Program) Series 1996 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2009 5.600% $ 715,000 $ 534,369 $ 1,249,369 _ 2010 5.700 730,000 494,329 1,224,329 2011 5.875 745,000 452,719 1,197,719 2012 5.875 765,000 408,950 1,173,950 2013 5.875 780,000 364,006 1,144,006 2014 5.875 800,000 318,181 1,118,181 2015 5.875 875,000 271,181 1,146,181 2016 5.900 895,000 219,775 1,114,775 2017 5.900 920,000 166,970 1,086,970 ,. 2018 5.900 945,000 112,690 1,057,690 2019 5.900 965,00 56,935 1-021 935 59,135,000 S3400 105 12 535,_1 05 These bonds arc dated June I, 1996. The proceeds of the bond issue were used for the extension and improvement of the existing sewerage system serving the City. Principal parrients are made annually on January 1. Interest is paid semi-annually on January 1 and July I beginning in 1997. The interest due on the Series 1996 Sewerage System Revenue Bonds is subsidized by interest earnings on a resen e fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures from the construction fimds, the State of Missouri Department of Natural Resources deposits an amount _ equal to 70% of the disbursement into the reserve fund. The maximum amount of Funds that will be advanced to the reserve will be $9,474,500. As bonds are retired, 70°G, of the amount oCbonds retired will be repaid to the Department of Natural Resources out of the reserve fund. The balance of the restive fund at June 30, 2008 was $6,394,500. The reserve fund yields 5.70%. 49 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE E - LONG-TERM OBLIGATIONS - Continued During the fiscal year ended June 30, 2001, certain bonds originally issued by the State Environmental Improvement and Energy Resources Authority as part of the State Revolving Fund Program were refunded. Annual debt service savings resulting from this transaction are to be used to offset City debt seryice payments due on Series 1996 Bonds. During the fiscal year ended June 30, 2008, City interest expense was reduced by $16,609 as a result of this transaction. Over the remaining life of these bonds, the City will receive net present value benefits of approximately $152,314 from this transaction. S 7,950,000 Sewerage System Revenue Bonds (State Revolving Fund Program) Series 2000 due as follows: Year Ending Interest Principal Interest June 30 Rate Due Due Total 2009 4.600% $ 145,000 S 426,470 $ 571,470 2010 4.625 165,000 419,319 584,319 2011 4.700 185,000 411,156 596,156 2012 5.500 215,000 400,896 615,896 ,. 2013 5.500 230,000 388,659 618,659 2014 5.000 250,000 376,084 626,084 2015 5.625 275,000 362,099 637,099 .. 2016 5.625 475,000 341,006 816,006 2017 5.625 555,000 312,037 867,037 2018 5.300 590,000 280,793 870,793 2019 5.400 1,590,000 222,228 1,812,228 2020 5.450 1,655,000 134,199 1,789,199 2021 5.500 1,620,000 44,550 1664 550 $7,950,00 0 4 1 19 496 _12069496 These bonds are dated November t, 2000. The proceeds of the bond issue will be used to extend and improve the existing sewerage laeilities serving the City. Principal payments are made annually on July 1, and interest payments are made semi-annually on July 1 and Januaiv I. 50 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE E - LONG-TERM OBLIGATIONS - Continued The interest due on the Series 2000, Sewer System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures from the construction funds held by the trustee, the State of Missouri Department of Natural Resources deposits an amount equal to approximately 70% of the reimbursement into the reserve fund. The maximum amount of funds that will be advanced to the reserve fund will be $5,848,500. As bonds are retired 70% of the _ amount of bonds retired will be repaid to the State of Missouri Department of Natural Resources out ofthe reserve fund. The balance of the reserve fund at June 30, 2008 was 55,263,297. The reserve fund yields 5.16%. $18,480,000 Waterworks System Revenue Bonds (State Revolving Fund Program) Series 1998 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2009 4.300% $ 1,025,000 S 910,475 S 1,935,475 .� 2010 4.375 1,080,000 866,400 1,946,400 2011 5.250 1,110,000 819,150 1,929,150 2012 5.250 1,215,000 760,875 1,975,875 2013 5.250 1,300,000 697,087 1,997,087 2014 5.250 2350,000 628,838 2,978,838 2015 5.250 2,445,000 505,462 2,950,462 2016 5.250 2,550,000 377,100 2,927,100 2017 4.500 1655,000 243,225 2,898,225 2018 4.500 2,750,000 123 750 2,873 750 S1R480�000 $5,932,362 824,412,362 I hese bonds are dated December I, 1998. The proceeds of the bond issue will be used for the extension and improvements to the waterworks system. Principal payments are made annually on January 1. Interest is paid semi-anuuatly on January 1 and July 1 beginning on July 1, 1999. 51 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE E - LONG-TERM OBLIGATIONS - Continued The interest due on the Series 1998 Waterworks System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issues trustee. As the City is reimbursed for waterworks system expenditures from the construction funds, the Department of Natural Resources deposits an amount equal to 33.41% ofthe disbursement into the reserye fund. The maxi mum amount of funds that will be advanced to the reserve will be$8,517,235. As bonds are paid off, 33.41%of the amount ofbonds retired will be repaid to the Department of Natural Resources out of the reserve fund. The balance of the reserve fund at June 30, " 2008 was $5,187,487. The reserve fund yields 4.71%. S 108,000 Citv of Cape Girardeat�,Missouri Lease Purchase Aercement dated hme 17. 1999 due as follows: Year Ending Interest Principal Interest Jute 30 Rate Due Due Total 2009 5.00000/ $ 34,000 $ 5,475 $ 39,475 2010 5.000 36,000 3,751 39,751 2011 5.000 38_000 1,926 39,926 108 000 _IS _1TI52 S119,152 The lease agreement is the obligation of the City of Cape Girardeau, Missouri. Principal and interest will be paid by the City from proceeds of the site lease and the lease agreement. The purpose of the lease agreement was to (1) rchabil itatc and otherwise improve the A. C Brase Arena Building and (2) acquire a building at the Cape Girardeau Regional Airport known as the "Lipp's Hangar". I'micipal payments are made annually on April 1, and interest payments are made semi-annually on April I and October I. 52 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE E - LONG-TERM OBLIGATIONS - Continued 53 $2,365,000 Certificates of Participation Series 2001: Year Ending Interest Principal Interest June 30 Rate Due Due Total 2009 4.625% $ 130,000 S 135,253 $ 265,253 2010 4.800 135,000 129,240 264,240 2011 5.000 140,000 122,760 262,760 2012 5.800 150,000 115,760 265,760 2013 5.800 160,000 106,760 266,760 _ 2014 5.800 165,000 97,160 262,160 2015 5.800 175,000 87,260 262,260 2016 5.800 190,000 76,760 266,760 2017 5.800 200,000 65,360 265,360 2018 6.000 210,000 53,360 263,360 2019 6.000 225,000 41,180 266,180 2020 6.000 235,000 28,130 263,130 2021 6.000 250,000 14,500 264.500 $2,365,00 $ 0073 _483 $3,438,483 The certificates areobligations of the City Linder a Lease Purchase Agreement between the Cityand CMB Bank, NA. The Corporation also acts as the trustee who receives the rental payments for the benefit of the certificate holders. The purpose of the 2001 Series certificates was to construct and equip an airport manufacturing facility. Principal payments are made annual ly on April 1, and interest payments are made semi-annually on April 1 and October 1. 53 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 Principal payments are made annually on June 1, and interest payments are made semi-annually on June l and Deccinber 1. InMay 2005, the City of Cape Girardeau issued $8,190,000 of Special Obligation Bonds Series 2005 with interest rates varying from 3 X, to 5%. The bonds arc special obligations of the City payable solely from the revenues derived from annual appropriations by the City Council. The bonds were issued by dm City for the pmposc of providing funds to (a) construct, fitmish, and equip a new fire station, renovate and improve existing fire and police stations, reimburse the City for the purchase of a new public works facility, and acquire vehicles for the police and fire departments, (b) refinance various outstanding obligations of the City, (c) fund a debt service reserve fund for the Bonds, and (d) pay the costs of issuing the Bonds, under the authority of and in fult 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 goveming body of the City. 54 NOTE E - LONG-TERM OBLIGATIONS - Continued $6,370,000 Special Obligation Bonds, Series 2005: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2009 3.500% $ 635,000 S 254,236 S 889,236 2010 3.500 645,000 232,011 877,011 2011 3.500 655,000 209,436 864,436 2012 3.500 680,000 186,511 866,511 _ 2013 3.625 700,000 162,711 862,711 2014 4.000 690,000 137,336 827336 2015 5.000 1,245,000 109,736 1,354,736 _ 2016 4.000 80,000 47,486 127,486 2017 4.000 85,000 44,286 129,286 2018 4.100 90,000 40,886 130,886 2019 4.125 90,000 37,196 127,196 2020 4.200 95,000 33,484 128,484 2021 4.250 100,000 29,494 129,494 2022 4.250 105,000 25,244 130,244 2023 4.375 110,000 20,781 130,781 2024 4.375 115,000 15,969 130,969 2025 4.375 250 000 10,940 260,940 $ 6.370 000 $ 1,597,743 $7 967743 Principal payments are made annually on June 1, and interest payments are made semi-annually on June l and Deccinber 1. InMay 2005, the City of Cape Girardeau issued $8,190,000 of Special Obligation Bonds Series 2005 with interest rates varying from 3 X, to 5%. The bonds arc special obligations of the City payable solely from the revenues derived from annual appropriations by the City Council. The bonds were issued by dm City for the pmposc of providing funds to (a) construct, fitmish, and equip a new fire station, renovate and improve existing fire and police stations, reimburse the City for the purchase of a new public works facility, and acquire vehicles for the police and fire departments, (b) refinance various outstanding obligations of the City, (c) fund a debt service reserve fund for the Bonds, and (d) pay the costs of issuing the Bonds, under the authority of and in fult 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 goveming body of the City. 54 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE E - LONG-TERM OBLIGATIONS - Continued The outstanding bond liability for the Special Obligation Bonds Series 2005 is reflected in the Govermnental activities. $1,750,000 Bank of America 2006 Promissory Note: follows: $1,264,375 for governmental activities and $485,625 for business -type activities 55 Year Ending Interest Principal Interest June 30, Rate Due Due Total 2009 3.63% S 50,000 $ 32,947 S 82,947 2010 3.63 100,000 60,795 160,795 2011 3.63 100,000 57,165 157,165 2012 3.63 100,000 53,535 153,535 2013 3-63 100,000 50,044 150,044 .. 2014 3.63 100,000 46,275 146,275 2015 3.63 100,000 42,645 142,645 2016 3.63 100,000 39,015 139,015 2017 3.63 100,000 35,484 135,484 2018 3.63 100,000 31,755 131,755 2019 3.63 100,000 28,125 128,125 2020 3.63 100,000 24,495 124,495 2021 3.63 100,000 20,925 120,925 2022 3.63 100,000 17,235 117,235 2023 3.63 100,000 13,602 113,602 2024 3.63 100,000 10,005 110,005 2025 3.63 100,000 6,345 106,345 2026 3.63 100,000 2,715 102,715 $_1,750000 S5731Q7 $ 2,323,107 Principal payntenis are made semi-annually on January 1 and July 1. On February 9, 2006, the City of Cape Girardeau entered into a promissory note with the Bank of America for $2,000,000. The purpose of the note was to finance additional costs on constructing fire station 93, purchase of a site for a future fire station, equipment for the sewer and solid waste ILnds, and site .- improvements at the new public works headquarter. The outstanding liability for the note is allocated as follows: $1,264,375 for governmental activities and $485,625 for business -type activities 55 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE E - LONG-TERM OBLIGATIONS - Continued $ 9,215-540 67,622,427 $119,t52 $3 438,483 $2,323 107 $ 82,718,709 "1'he cash and investments available to service revenue bonds are $981,062 and 36,357,162 for the governmental and business -type activities, respectively. ,. The cash and investments avai fable to servi ee the special ohl igation bonds and certi hcates of participation in governmental activities are $682,240 and $273,038, respectively. Included in business -type activities restricted cash and investments on the statement of net assets is $364,426, which is the balance in the 2000 sewer project account which represent incomplete projects at June 30, 2008. If the project Rinds are not used, the remaining balance can be applied against debt. 50 The annual requirements to amortize all debt outstanding as of June 30, 2008 including total interest payments of $24,735,570 are as follows: Special Leasehold Certificates Year Ending Obligation Revenue Revenue of Promissory June 30, Bonds Bonds Bonds Participation Note 'Total 2009 S 1,278,616 $ 7,188,738 $ 39,475 $ 265,253 $ 82,947 $ 8,855,029 2010 1,242,141 6,810,020 39,751 264,240 160,795 8,516,947 _ 2011 1,035,091 6,110,407 39,926 262,760 157,165 7,605,349 2012 1,030,966 6,144,343 - 265,760 153,535 7,594,604 2013 1,020,888 6,831,876 - 266,760 150,044 8,269,568 2014 827,336 6,002,990 - 262,160 146,275 7,238,761 2015 1,354,736 5,773,795 - 262,260 142,645 7,531436 �. 2016 127,486 5,842,881 - 266,760 139,015 6,376,142 2017 129,286 5,827,232 - 265,360 135,484 6,357362 2018 130,886 4,802,233 - 263,360 131,755 5,328,234 2019 127,196 2,834,163 - 266,180 128,125 3,355,664 2020 128,484 1,789,199 - 263,130 124,495 2,305,308 2021 129,494 1,664,550 - 264,500 120,925 2,179,469 " 2022 130,244 - - - 117,235 247,479 2023 130,781 - - - 113,602 244,383 2024 130,969 - - - 110,005 240,974 2025 260,940 - - - 106,345 367,285 2026 102,715 102,715 $ 9,215-540 67,622,427 $119,t52 $3 438,483 $2,323 107 $ 82,718,709 "1'he cash and investments available to service revenue bonds are $981,062 and 36,357,162 for the governmental and business -type activities, respectively. ,. The cash and investments avai fable to servi ee the special ohl igation bonds and certi hcates of participation in governmental activities are $682,240 and $273,038, respectively. Included in business -type activities restricted cash and investments on the statement of net assets is $364,426, which is the balance in the 2000 sewer project account which represent incomplete projects at June 30, 2008. If the project Rinds are not used, the remaining balance can be applied against debt. 50 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 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 $1,278,387 Total $1,278 787 Business-Type Activities: Golf Course $ 14,568 Sewer 641,490 Softball Complex 9,733 Solid Waste 45,329 Water 288,932 Total $1 000052 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 $26,080,736. NOTE F- DEFICIT FUND BALANCES/RETAINED EARNINGS the Park Improvement Projects from Park / Stormwater Sale Tax Fund's. Golf Course Fund's and the Softball Complex Fund's total liabilities exceeded their total assets by $297, $22,460 and $100,800 respectively. 57 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE G - PENSION PLAN .� 1. Plan Description The City of Cape Girardeau participates in the Missouri Local Government Employees Retirement System (LAGERS), an agent multiple -employer public employee retirement system that acts as a common investment and administrative agent for local government entities in Missouri. LAGERS is a defined benefit pension plan which provides retirement, disability, and death benefits to plan members and beneficiaries. LAGERS was created and is governed by statute, Section RSMo. 70.600 - 70.755. As such, it is the system's responsibility to administer the law in accordance with the expressed intent of the General Assembly. The plan is qualified under the Internal Revenue Code Section401a and it is lax exempt. The Missouri Local Government Employees Retirement System issues a publicly available financial report that includes financial statements and required supplementary information. That report maybe obtained by writing to LAGERS, PO Box 1665, Jefferson City, MO 65102 or by calling 1-800-447-4334. 2. Funding Policv 'Che City of Cape Girardeau's full-time employees do not contribute to the pension plan. The political subdivision is required to contribute at an actuarially determined rate; the current rate is 7.0% (general), ., 7.0% (police), and 14.3% (fire) of annual covered payroll. The contribution requirements of plan members are determined by the governing body of the political subdivision. The contribution provisions of the political subdivision are established by state statute. 3. Annual Pension Cost For 2008, the political subdivision's annual pension cost of $1,140,078 was equal to the required and actual contributions. Therequiredcontributionwasdeterminedaspartofthe Fchnrary28,2006and/or February 28, 2007 annual actuarial valuation using the entry age actuarial cost method. Theaetuanal assumptions as of February 29, 2008 included (a) a rate of return on the investment ofpresent and future assets of 7.5% per year, compounded annually, (b) projected salary increases of 4.0% per year, compounded annually. attributable to inflation, (c) additional projected salary increases ranging from 0.0% to 6.0% per year, depending on age and division, attributable to seniority/ruent, (d) pre -retirement mortality based on the RP - 2000 Combined Healthy Table set back 0 years for men and 0 years for women, and (e) post-retirement mortalitybased on the 1971 Group Annuity Mortality table projected to 2000 set back I year for men and 7 years for women. "Flit actuarial value of assets was determined using techniques that smooth the effects of short-term volatility in the market value of investments over a five-year period The unfunded actuarial accrued liability is being amortized as a level percentage of projected payroll on an open basis. The amortization period at February 28, 2006 was 15 years. 58 Note: The above assets and actuarial accrued liability do not include the assets and present value of benefits associated with the Benefit Reserve Fund and the Casualty Reserve Fund. The actuarial assumptions were changed in conjunction with the February 28, 2006 annual actuarial valuations. For a complete description of the actuarial assumptions used in the annual valuations, please contact the LAGERS office in Jefferson City. NOTE II - INTEREST EXPENSE Interest and handling charges, totaling S1,253,603, excluding $7,116 of interfund interest, was incurred by governmental finds during the year ended June 30, 2008. Interest and handling charges, totaling $961,028, excluding $56,061 of interfund interest, was incurred by proprietary funds during the year ended June 30, 2008. No interest cost was capitalized as part of the cost of assets constructed during the period. NOTE I - INTERFUND ACTIVITY A. The following is a summary of interfund balances as of June 30, 2008: Advance to/from other fonds: Advances from Advances to cener�i rand S 1,077.450 s - SAd Wmro Fund - 620,000 Golf Course 1: d _ 267,450 Sotthell Complex Fnnd 190,000 $. 1,077,450 $_ 1 a77 450 The interfund balances are a result of advances to purchase capital assets and to pay for operating expenses. Repayments arc made as cash flows permit. If cash Flows are not sufficient, repayments arc deferred to .. subsequent years. 59 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE G - PENSION PLAN - Continued Three -Year Trend Information Fiscal Annual Percentage Net Year Pension Of APC Pension Ending Cost (APC) Contributed Obligation 06/30/06 S 961,342 100% $0 06/30/07 $1,065,567 100% S 0 06/30/08 51,140,078 100% SO Note: The above assets and actuarial accrued liability do not include the assets and present value of benefits associated with the Benefit Reserve Fund and the Casualty Reserve Fund. The actuarial assumptions were changed in conjunction with the February 28, 2006 annual actuarial valuations. For a complete description of the actuarial assumptions used in the annual valuations, please contact the LAGERS office in Jefferson City. NOTE II - INTEREST EXPENSE Interest and handling charges, totaling S1,253,603, excluding $7,116 of interfund interest, was incurred by governmental finds during the year ended June 30, 2008. Interest and handling charges, totaling $961,028, excluding $56,061 of interfund interest, was incurred by proprietary funds during the year ended June 30, 2008. No interest cost was capitalized as part of the cost of assets constructed during the period. NOTE I - INTERFUND ACTIVITY A. The following is a summary of interfund balances as of June 30, 2008: Advance to/from other fonds: Advances from Advances to cener�i rand S 1,077.450 s - SAd Wmro Fund - 620,000 Golf Course 1: d _ 267,450 Sotthell Complex Fnnd 190,000 $. 1,077,450 $_ 1 a77 450 The interfund balances are a result of advances to purchase capital assets and to pay for operating expenses. Repayments arc made as cash flows permit. If cash Flows are not sufficient, repayments arc deferred to .. subsequent years. 59 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE I - INTERFUND ACTIVITY - Continued The City makes transfers between various funds for routine and normal operating expenses and frucapital asset requisitions, B. The following is a summary of interfimd transfers for the year ended June 30, 2008: End Tran star Front Trans for 'Ia General Fund $ 4,345,7711 $ 4103,148 Airport Fund 255,000 848,530 y Park and 12cerenuon Fund - 577,431 Vision 2000 Fund - 414 Downtown Business Dxrnct Fund 9,342 - _ Housing Development Fund - 23,245 Motor Fuel Tax Fund 1422-400 9,342 Capital Intpi ocen cast Sales Tax - w Flood Control - 74,529 Capital Improvement Saks Tax - water System Improvcmcnts 682,690 157,939 Capital lmprm emeni Sales'I'ax - ScwcrSystemImproeemems 2,198,604 - Fnn Sales Tax Fund ?114571 - _ Public Safery'rmst l and 1,057 285 2,114,511 TmnsporraGon Sales Tax Lust hand III - 200,000 Dchr Service Fnud - 255,000 Sheet Improvcrncnr, I nod - 50,000 Park Improvemmrt, Fund - 202,400 Cp,i unn, Dcvclopmont Block a Grant Pmjcct Fund 2620 9,473 Corps Flood Conn.] Project 74,529 - Wuter System Impmvemem Pr,ecrs Fund 157,939 562,690 SenorFund - 7,198AU WaterI-und - 120,000 Gulr Course Fund - 119765 Strbull Complex Fund - 352,979 Fleet Maaagemcm Fund - 1,982 Equipment Replacement Fund 161,292 _ $ 12,482,Q42, 12,482,042 60 61 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE J - SEGMENT INFORMATION FOR ENTERPRISE FUNDS The City maintains five enterprise funds which provide sewer, water, solid waste, golf, and softball complex services. Segment information for the year ended June 30, 2008 was as follows: ' Softball Smaer Water Solid Wastc GolfCouae Complex Total Fund Fund Fund Fund Fund Enter Operating revenues 5 2,856,422 $5,744,527 $3,109,319 S 454,723 S 182,688 $12,347,679 Depreciation 2,052,287 1356,824 166;599 45,171 9,834 3,632,715 Operating lneome(Loss) (1,657,179) 278,607 127,596 (137,654) (354,726) (1,743,356) Operating ttansfcrs iu 2,198,604 120,000 - 119,765 352,979 2,791,348 Net Incame(l,uss) 1,696,009 647,219 191,646 (23,367) 34,450 2,535,957 ' Current Capital Contributions 1,104,197 217,754 - - 43,569 1,365520 Property, Plant and Equipment Additions 1,717,815 839,909 142,642 10,700 43,569 2,754,635 Deletions 135,189 392,9117 83,869 - - 611,965 Net Working Capiml (1,868,813) 2,276,839 1,152,548 5,820 5,830 1572,224 Total Assets 611,806,742 45450087 2.568,872 301,796 180,078 109907575 ' nonds and Other Long -tarot Liabilities Payable from Operating Rcccnuss 27,678,771 5,511,821 1,012951 267,450 1911,000 14,666,993 ural Net Assets N32,067,774 $19,216,825 SI293960 S (22,460) S(100,800) $72.475,299 61 62 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL S'rATFMENTS ,June 30, 2008 NOTE K - RESERVATION OF FUND EQUITY At June 30, 2008, the City had reserved its fund equity as follows: General Fund ' Reserved for emergency fund $3,219,219 Reserved for prepaid items 77,378 Reserved for advance 1,077,450 _ Reserved for mausoleum maintenance 100,068 Reserved for local access channel 19,071 Reserved for encumbrances 277,422 $4,770,608 Airport Fund Reserved for prepaid items S 46,629 Reserved for encumbrances 59,602 $. 106,23.1 Parks and Recreation Fund Reserved for prepaid items S 5,765 Reserved for operations and maintenance 28,964 Reserved for encumbrances 2,700 S37 29 Transportation Sales Tax Trust Fund II " Reserved for encumbrances $4,444,526 Transportation Sales Tax Trust Fund III Reserved for encumbrances $3,962,.1.96 Other Governmental Funds Rosen ed for encumbrances S 990252 Rescued for emergencies 955,823 Reserved for prepaid items 102,783 Reser ed for debt service 255,363 Reserved for mer campus 150,39 $2,454,615 62 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE L - RESERVED RETAINED EARNINGS AND RESTRICTED ASSET ACCOUNTS At June 30, 2008, the City has restricted assets in its Proprietary Funds as follows: Depreciation Revenue Bond and Bond Sinking and Replacement Consnuction Reserve Fund Total Sewer Pund $ 127,000 .$ 364,467 $4,480,917 $ 4,972,384 ' water Faint 1,180,000 4,043 1,879,644 3,063,687 Solid Waste Fund 3,792 756 4,548 $1,307,000 $,'!72 302 �6 361 317 g$ 040 619 NOTE M - 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 J«ne 30, 1994, and an expense provision and related liability were recognized at that time based on the future closure and postclosure care costs thatwere estimated to be incurred near or after the date the landfill no longer accepted waste. The entire amount of the estimated total costs for landfill closure and postclosure care costs was recognized in prior years since the recognition is based on landfill capacity used to date and the landfill was filled to capacity in prior years. The estimated total future liability for landfill postclosure care costs is $64,000 as Of June 30, 2008, 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, 2008. however, the actual cost o f closure and postclosure care may .. be higher due to inflation, changes in technology, or changes in landfill laws and regulations. The City has used the option of a Contract of Obligation as the financial assurance instrument for the landfill the City issued bonds in October 1994 from which the proceeds were used to pay the closure costs. 63 .. City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE N - RISK MANAGEMENT The City is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; natural disasters; and employee health benefits. "Chase 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 ten fiscal years. The City is a member of the Missouri Public Entity Risk Management Fund, a not-for-profit public entity insurance pool established by the state legislature. Through this pool, the City receives coverage for general liability, law enforcement liability, errors and omissions, and employee benefit liability. Risks for these coverages are spread across members ofthe fund. Cwrentlythe find is comprised of 899 Missouri counties, municipalities, and special districts. Premiums for these coverages are actuarially determined based on actual claims of the pool and individual claims of the City. Each year, portions of premiums not required ,. because of below expected claims are returned to the members. The City has received refunds of premiums in each of the last ten years and has used them to offset the cost of the succeeding year's premiums. .. Vehicle loss and accident liability is carried by Savers Property and Casually Insurance. It is rated "B++" by A.M. Best. Airport liability is carried by Specialty Insurance Company. It is rated "A" by A.M. Best. Property insurance is carried by Chubb Group of Insurance Companies. It is rated "A—+" by A.M. Best "I'he City has established self-insurance plans for employces' health insurance and workers' compensation. Both of these are accounted for using internal service funds. Under each plan, the City issubstantially self - "' insured and uses an administrator to handle claims management. The City provided health coverage to its employees through a minimum premium plan administered by Right Choice Managed Care, which had an "A=' rating by A.M. Best. Under this plan, the City paid the administrator a monthly premium for claims administration, cost management, and specific and aggregate stop loss coverage. The City reimbursed the administrator for claims paid up to the specific stop loss amount of $125,000 and $125,000 annually per employee and up to the aggregate stop loss amount of approximately $2,400,000 and 52,400,000 annually beginning January 1, 2007 and 2008, respectively, Cor all employees. "These limits apply only to claims made during the respective calendar years. Rates were charged by the internal service fund to the other City funds to cover the monthly premium to the administrator and claims up to the aggregate stop loss amount. Corporate Claims Management, Inc" administers the City's workers' compensation plan. Under this plan, the City pays the administrator a pat claim fee to administer its claims" All claims prepaid directly by the .. City. The City has purchased insurance coverage front Safety National Casualty Corp. that limits the maximum individual claims to $400,000, for al regular employees. Additionally, $5,000,000 in coveragcis provided for annual churns in excess of $1,200.000. 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. Safety National is rated "A" by A. M. Best. 64 .. City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL SI'ATEMF,NTS June 30, 2008 NOTE N - 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 I lealth Workers' Insurance Compensation Total approximately .840% of the current year's utility charges and accounts totaling $102,099 were written off 05 Balance June 30, 2003 $ 184,000 $ 243,397 $ 427,397 Provision for Incurred Claims 1,997,671 528,506 2,526,177 Payments of Claims (1851671) (416903) (2268,574) Balance June 30, 2004 $ 330,000 $ 355,000 $ 685,000 Provision for Incurred Claims 1,761,942 526,837 2,288,779 ,. Payments of Claims (1,916 942) (346,837) (2,263,779) Balance June 30, 2005 $ 175,000 $ 535,000 $ 710,000 .. Provision for Incurred Claims 2,400,142 548,809 2,948,951 Payment of Claims (2,065.642) (378,809) (2,444,45 1) Balance June 30, 2006 $ 509,500 $ 705,000 $ 1,214,500 Provision for Incurred Claims 2,520,411 517,676 3,038,087 Payment of Claims (2,394.1 61) (552,67 (2,936,93 Balance June 30, 2007 $ 645,750 $ 67U00 S 1,315,750 Provision for incurred Claims 1,812,199 6,009 1,818,208 Payment of Claims (2,346449) (406,009) (2,752458) Balance ,June 30, 2008 $ 1 I_135Q0 $ _ 27>�(100 $ 381,500 NOTE O - 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 properly. The maximum accounting loss is the amount shown as utititycharges receivable on the statement of net assets. At June 30,2008, utility receivables totaled S1,572,832. On the financial statements, the utility receivables are shown net of the allowance for doubtful accounts of $131,465. This results in net utility receivable of 51,441,367. During the year ended June 30, 2008, the allowance was increased by 594,578 or approximately .840% of the current year's utility charges and accounts totaling $102,099 were written off 05 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE P - COMMI"1'MENTS 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 fhe City receives Federal and State Grants Cor specific purposes that are subject to review and audit by various Federal and State agencies. Such audits could result in a request for rcimburscment 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 J une 30, 2008, the City had construction commitments outstanding of $8,773,708. The construction commitments represent incomplete portions of contracts entered into to construct the following: various street projects, generator installation at Fire Station 41, fiber optic installation at Fire Station 43, roof repair at the Wastewater Treatment Plant, the renovation of the terminal building at the Airport, various water improvements, South Ramsey lift station, wireless connection at the Transfer Station, and housing rehabilitation. 'these contracts are expected to be completed within the next fiscal year. 4. Encumbrances As of June 30, 2008, the City had encumbrances outstanding of $9,959,495.13. NOTE Q— PRIOR PERIOD ADJUSTMENTS The ($13,156.12) prior period adjustment in the General fund on the Governmental Fund Statement of Revenues,Expenditures, and Changes in Fund Balance reflects grant revenue recognized in previons years based on expenditures that were determined to be unallowable this year. The $15,865.19 prior period adjustment in the Airport fund represents Federal Excise Tax that was paid in prior years on fuel sold to Military and Federal Civilian Aircraft that should have been refunded to the City. -1 he ($80,681.08) prior period adjustment in Other Governmental Funds represents ($39,328.90) uncollectible giant revenues that were recognized in previous years and previous years' understatements of CVB fund expenditures as a result of inventory being overstated(541,352.18). The ($44,94636)prior period adjustment in Water fund on the Proprietary Statement of Revenues, Expenses, and Changes in Fund Net Assets reflects a (532,827.03) decrease in CIP costs on projects that were capitalized in a previous year but upon completion this year did not meet the City's capital i rat ion threshold and ($12,11933) prior year depreciation on water main extensions that erroneously were not depreciated in the previous year. The $106,681.62 prior period adjustment in Internal Service Funds was the June 30, 2007 parts inventory in the Fleet Management fund. Previously, repair parts were expensed when purchased. 66 City of Cape Girardeau, Missouri VOTES TO BASIC FINANCIAL. STATEMENTS ,lune 30, 2008 NOTE R - CONTINGENCY .. 1. In June 2004, the City of Cape Girardeau and Cape Girardeau County entered into a development agreement with a local business. Under the agreement, the local business agreed to pay for certain public improvements incurred in conjunction with the construction of a new retail facility and the City and County agreed to reimburse the local business for the cost of these improvements up to a maximum of $4,000,000 over an estimated 15 years. The local business has completed these improvements with a total cost of $2,668,646. The City is required by the development agreement to reimburse the local business for $2,134,917 of these costs through scheduled quarterly payments over the next fifteen years from available revenues. Available revenues are defined in the development agreement as 75% of the City's quarterly net revenues from specific sales taxes generated by the business operations of the new retail facility which exceed 564,000. The rates of the specified sales taxes currently equal 2%. Sales taxes with rates currently equal to I % will expire during the term of this agreement. The City will be required to substitute revenues for sales taxes with equivalent rates, if available, when the specific sales taxes expire. Required quarterly payments increase annually per the repayment schedule included in the development agreement. To the extent that the available revenues for any quarter are less than the required quarterly payment due, the unpaid amount will be added to the next scheduled quarterly amount due without penalties. Any amounts unpaid at the end of 15 years will be payable quarterly from available revenues for the remainder of the agreement. Any amounts unpaid at the end of the agreement will not be required to be paid. The term of the developer agreement is 20 years front the execution of the agreement. During the fiscal year ended June 30, 2008, the City paid $23,355 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 developeragreed 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 reinhburse the local business for the cost of these improvements from available net sales tax revenue generated from any businesses operations located in the development. The local developer has completed these improvements with a total cost of 52,998,434. The City and County are required by the development agreement to reimburse the developer for these costs plus 4% interest with quarterly payments from available revenue. Available revenue is defined by the agreement as all the net sales tax revenue generated by two .25% City capital improvement sales taxes and the .50% City transportation sales tax and 50% of the net sales tax revenue generated by a 50°% County sales tax- All City sales taxes have expiration dale 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 Gom 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. 67 City of Cape Girardeau, Missouri NOTES TO BASIC FINANCIAL STATEMENTS June 30, 2008 NOTE R - CONTINGENCY - Continued 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 yearended June 30,2008, the Cityincurred payments of$91,912under the development agreement. This amount is included in the Development Services expenses on the statement of activities. 3. During previous fiscal year 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 Chaptcr 353 of the Missouri Revised Statutes. This project involves the conversion of the former Sears facility into a call center for National Asset Recover Services (NABS) 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 he limited to 51.2 of the $3.6 million total. Incremental County and City sales tax revenue is defined as the difference in future tax revenues from the City's 1 % general sales tax and .5% capital improvement sales tax and half the County's .5% general sales tax and the revenues from these taxes from the project area in calendar year 2006. It's anticipated that the CID will implement a 1 % sales tax. Improvements to the redevelopment project will receive 100% real estate tax abatement for the first 10 years and 50% real estate tax abatement for the next 15 years. The current Scars facility will receive 50°% real estate tax abatement for 25 years. Based on 2006 assessed values the abatement of City taxes on the unimproved Sears facility would be $627.53. Beginning in year six of the agreement, 50% of the gross rentals from the NARS site will be used to supplement the incremental sales tax revenues. Reimbursements from incremental sales tax revenues expire with repayment of the amount to be paid by incremental sales tax or 20 years whichever comes first. This project is still in the process of being completed. No payments have been made by the City to Greater Missouri Builders. 68 REQUIRED SUPPLEMENTARY INFORMATION i 1 1 1 1 1 1 1 1 f 1 1 1 i 1 1 1 t i REVENUES Taxes Licenses 8 permits mar tat Charges for services Internal charges Fines and forfeits Miscellaneous Investment revenue Total revenues EXPENDITURES Current Administrative Contingency Development Services Parks and Recreation Public Safety Public Warks Total current City of Cape Girardeau General Statement of Revenues. Expenditures, and Changes In Fund Balances -Budget and Actual For the year Ended June 30, 2008 Budgeted Amounts Original Final Administrative Charges $ 14.009 700,00 S 14,009,700.00 1,363,50000 88.433.00 1.363 500DD 449,614.00 Principal 449,61400 318,680.00 318,680.00 949,50000 949.500.00 915.000.00 915.000.00 246780.00 Administrative 246.780.00 172,67000 - 172,670.00 18,425,444.00 18.425.444.00 2,210,372.00 50,000.00 1 758.431.00 1616.553 00 10.897,888 00 1964 580.00 18,517,824.00 Debt service'. Administrative Charges 351.00 Interest 88.433.00 Principal 97,99630 Total debt service 186,780.00 Capital outlay: Administrative - Contingency Development Services - Parks and Recreation - Public Safety - Public Works Total capital outlay Total expenditures 18.704604 .00 Excess (deficiency) of revenues over (under) expenditures (279,16000) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 4,217,500.00 Special assessments 4,500.00 Advance repayments 23,025.00 Asset disposition - Othernon-operating revenue - Transfers out (3 995 837.00) Total other financing sources and uses and special items 249.188.00 Net change in fund balances (29972.00) Fund balances — beginning 4,383,576.63 Prior period adjustment Fund balances --ending $ 4,35360463 2.228 022,00 67433400 1,829,308 00 1,689,853.00 11 370,623.00 2.069286.00 19!5011426 00 351.00 88 433.00 97,996.00 186.780.00 1,803.00 67,180.00 50,13200 139,430.00 258.545.00 19,946.751,00 (1,521 3G7 00) 4,21 ,500.00 4,500.90 23,025.00 (4,405.839.00) (160,81200) (1,682,11900) 4.383.596-63 $ 2,701457.63 Actual Amounts 5 14,118,027.00 1355,831.06 724,764.85 279,701.(A 674,174 64 782.343.52 269,121.04 189.070.59 18,593,033.76 2,211125.83 613,146.60 1,499,643.32 1,669,90064 10,819.02753 1 954.133.34 18,766977,26 105 76 88,334.76 97,995.97 186.436 49 7,140.00 9, 66.00 1,865.85 67,26265 47,650 77 44,826.00 178,211.27 19.131 625.02 (538,59126) 43113,148.31 913764 23,026 98 3,52074 7,132.00 (4,345.77046) 195.21 (530.396.05) 4,383,67663 (19,156.12) $ 3,632,02446 Variance with Final Budget - Positive IN ... try.) $ 108,327.00 (7,668.94) 275,150.85 (38,998.94) (75,325.36) (132,656,48) 22,34164 16,400.59 167.589.76 16,896.17 61,18740 329,664.68 19,952.36 251.595.47 55.152.66 73ui 74 245.24 98.24 0.03 34351 (7,140.00) (9.466.00) (62.85) (82.65) 2,481 23 94,604.00 80,33373 815,125.98 982,715.74 85,648.31 4,637.64 1 98 3.520.74 713200 60,066.54 161,007,21 1,143,722.95 (13,15612) $ 1,13056683 1 1 Y i Y 1 1 1 i Y i i 1 1 1 1 1 Y t City of Cape Girardeau Airport Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Budgeted Amounts Original Final REVENUES Intergovernmental $ 167,000.00 $ 167,00000 Charges for services 1,257,300.00 1,257,300.00 Miscellaneous 357,008.00 Investment revenue Total revenues 1,78i,308.00 EXPENDITURES Current: Administrative 2,123,136.00 Total current 2,123,13600 Debt service: O Interest 2 450.00 Principal 16,593.00 Total debt service 19,043.00 Capital outlay: Administrative Total capital outlay Total expenditures 2,142,179.00 Excess (deficiency) of revenues over (under) expenditures (360,871,00) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 525,871.00 Asset disposition - Transfers out (255,000.00) Total other financing sources and uses and special items 270,871,00 Net change in fund balances (90,000.00) Fund balances — beginning 163,06377 Prior period adjustment Fund balances --ending $ 73,063.77 2,280,386.00 2,260,386.00 2,450.00 16,593.00 19.043.00 547,259.00 547,259.00 2,846,688.00 (1,065,380.00) 815,871.00 (255,000.00) 560.871.00 (504,509.00) $ (341,445.23) Actual Amounts $ 739,291.33 1,381,510.53 209,815.51 3,483.11 2,334,100.48 2,317,367.61 2,317,367.61 635.152.01 635.152.01 2,972,486.36 (638.385.88) 848,530 46 6,860.50 (255,000.00) 600,390.96 (37,994.92) 163,063.77 15,865.19 $ 140,934.04 Variance vnth Final Budget - Positive (Negative) $ 572,291.33 124,210.53 (147,192.49) 3,483.11 552,792 48 (36,981.61) (36,981.61) (87,893.01) (87,893.01) (125,798.36) 426,994.12 32,659.45 6,860.50 39,519.95 466,514.08 15,865.19 $ 482,379.27 If i Y i 1 1 1 i 1 1 i i 1 Y 1 i 1 1 i City of Cape Girardeau Park add Recreation Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Final Budget - Positive (Negative) $ 136.84 (17,815.89) 10,952 28 3451 19 (3275.58) 37,977.50 37,977,50 (321.96) (321.96) (5,453.00) (5,453.00) 32,202.54 28,926.96 (11 859.80) 17,416.63 5,556.83 $ 34,483.79 Budgeted Amounts Original Final Actual Amounts REVENUES Intergovernmental $ - $ - $ 136.84 Charges for services 599,65000 599,850.00 582,034.11 Miscellaneous 3,125.00 3,125.00 14,077.28 Investment revenue 2,925.00 2,925.00 6,376.19 Total revenues 605,900.00 605,900.00 602,624.42 EXPENDITURES Current: Parks and Recreation 1,440,191.00 1511,183.00 1 473 205.50 Total current 1,440,191.00 1511,183.00 1,473.205.50 Debt service: _ Interest - - 321.96 Total debt service 321.96 Capital outlay. Parks and Recreation - 9,560.00 15,013.00 Total capital outlay 9,560.00 15.013.00 Total expenditures 1,440,191.00 1,520,743.00 1 488,540.46 Excess(defidency) of revenues over (under) expenditures (834,29100) (914,843.00) (885,916.04) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 834,291.00 889,291.00 877,431.20 Asset disposition - 17,416.63 Total other financing sources and uses and special items 834,291.00 889,291.00 894.847.83 Net change in fund balances - (25,552.00) 8.93179 Fund balancesbeginning30,796.83 30,796.83 30,796.83 Fund balancesending$ 30,796.83 $ 5.244.83 $ 39,728.62 Variance with Final Budget - Positive (Negative) $ 136.84 (17,815.89) 10,952 28 3451 19 (3275.58) 37,977.50 37,977,50 (321.96) (321.96) (5,453.00) (5,453.00) 32,202.54 28,926.96 (11 859.80) 17,416.63 5,556.83 $ 34,483.79 i Y 1 1 1 Y 1 1 1 1 1 1 1 i 1 City of Cape Girardeau Transportation Sales Tax Trust Fund II Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Investment revenue S 145,440.00 $ 145,440.00 $ 300.920.06 $ 155,480.06 Total revenues 145,440.00 145,440.00 300, 920. D6 155,480.06 EXPENDITURES Capital outlay. Capital Improvement Projects 359.300.00 4,984,300.00 4,873,28471 111,01529 Total capital outlay 359,300.00 4,984,300.00 4,873,28471 111,015.29 Total expenditures 359,300.00 4,984,300.00 4,873,284.71 111,015.29 J N Excess (deficiency)of revenues over (under) expenditures (213,860.00) (4,838,860.00) (4.572.364 65) 266.495.35 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Special assessments 41,655.00 41,655.00 41,423.89 (231.11) Total other financing sources and uses and special items 41,655.00 41,655.00 41,423.89 (231.11) Net change in fund balances (172,205.00) 14,797,205 OO) (4,530.940.76) 266,264.24 Fund balances — beginning 5,666,219.19 5,666,219.19 5,666.219.19 Fund balances — ending $ 5,494 014 19 $ 869,014.19 $ 1,135,278.43 $ 266,264.24 1 i f Y Y i Y 1 i I Y i l 1 City of Cape Girardeau Transportation Sales Tax Trust Fund III Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 4,367,000.00 S 4,367,000.00 $ 4,234 481 40 $ (132,518.60) Intergovernmental - - 7,400.00 7,400.00 Miscellaneous - - 23,136.47 23,13647 Investment revenue 145,50000 145,50600 321,070.41 175,57041 Total revenues 4,512,500.00 4,512,500.00 4,566,088.28 73,588.28 EXPENDITURES Current Development Services: 77,500.00 77,500.00 51799.82 25,700.18 Total current 77.500.00 77,500.00 51,799.82 25,700.18 Capital outlay: Capital Improvement Projects 7,095,800.00 7.095,800 00 6,482,494.81 613,305.19 Total capital outlay 7,095,800.00 7,095,80000 6,482,494.81 613.305.19 Total expenditures 7,173,300.00 7,173,300.00 6,534,294.63 639,005.37 Excess (deficiency) of revenues over (under) expenditures (2,660,800-00) (2,660,800.00) (1,948.206.35) 712,593.65 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 200,000.00 200,000.00 200,000.00 Total other financing sources and uses and special items 200,000.00 200,000.00 200,000.00 Net change in fund balances (2,460,800.00) (2.460,80000) (1,748,206.35) 712,593.65 Fund balancesbeginning4,825,08676 4,825,086.76 4,825,086.76 - Fundbalances --ending $ 2,364,286]6 $ 2,364,286.76 $ 3,076,880.41 $ 712,593.65 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2008 BUDGETS AND BUDGETARY ACCOUNTING The City adopts annual operating budgets for all funds except Park Improvement Projects from Park / Stormwater Sale Tax Fund and Water System Improvement Project Fund which have project length budgets. The City follows these procedures in establishing the budgetary data reflected in the financial statements, I. 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 after the total appropriations of any department must be approved by the City Council. Departments may not legally exceed their appropriations without approval from the City Council. Appropriations expire at the end of the year; however, outstanding encumbrances at the end of the year are honored by the City. 5. Formal budgetary integration is employed as a management control device during the year for all funds. + 6. Budgets for all funds are adopted on a budgetary basis. 7. If, during the fiscal year, the City Manager certifies there are additional revenues to appropriate, unencumbered appropriation balances within a department, or there is an emergency situation, the City Council may amend the initial budget by ordinance. The initial budget was adopted by the City Council on June 18, 2007 and amended on April 7, 2008, and July 7, 2008. The initial budget and final amended budget are both reflected in the financial statements. For the year ended June 30, 2008, the fund expenditures for Airport, Motor Fuel, Debt Service, General Capital Improvements, Softball Complex, and Fleet Management funds exceeded their approved budgets by $125,798, $4,532, $376, S3, $11,523 and S19t,904, respectively. 74 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2008 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 Statements 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: ILmeca (Def icicncy) or Nevenucs and Olher Financing Sources Ova(Undo) Fxpendiwree and � OIM1cr llinancin¢I'xe Parksaad Transpo(ation l'lansportotimt Ron -major Gcnnal Amur K_c }iug 11"t It Tnn'tIn I_unds MAPRaas [(355,891) S(17,2 -,b) S 8,893 5 (396,931) $1726,174 1 244,977 locmascdoe w: YCaraad cnaimbiall cs .� Admini_ew1.—a — 10760 39,683 - - - - Developmentservlc' 16 )19 - - - Pa, P,endn... aaoo 4,719 - 3,267 - - - "bliosai ty 24616 - - - - 55A13 Public%ko,k, 39951 - - - - - '� Capiml outlay 165'87 5117. £61575 Adcu eli ul l_er funds 23.027 - - - - - .Ad,stiiavc,tmcnSrnmatkct - - - - 108 Asset dl,11110inns - - 100 Fcunibraoce rcl'enoe 56 11483 __ - ❑2591 _ 119,449 _71 [bb 3,W _65,2R7 5117011 );969"1 ti D,,raa, doe (n: Neat and cit.... arm Admioisuativc sal i'Lt Uta) 59,601 23]93 Demlopmea r surciees 470 - - - - 40,1(,5 Parks and recreation 4316 2]00 - - - Public oaldy 1,705 - - - 13,21,0 Public anrsn 10.940 - - - - Capitnlonda) - - - 4,444,527 3,962,IVM1 2-11,277 eonongcncti 249,471 - - - „� Fnu(e aot hndgot d 1111I)AN - - - - 112,662 Lncumbrancv leccnuc 9725 11.727 - 31,198 20,112 209,220 Assoc d,la,111.6n-s - - 300 Adius( invest l6 market 14,89-1 ti. 29 33,772 23 771 :9160 _ 30044 7y885 3528 4,509699 4006080 1,134,127 Ridgy 311.1 83519,396) 3_.(31,995) S 9,932 $ .(4.530941) i(L_@8x06) 8 �I49 X5}1 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. 75 70 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2008 BUDGETS AND BUDGETARY ACCOUNTING - Continued Net Income (Loss) Solid Golf Softball Sower Water Waste Course Conwlex GAAP Basis S 1,696,009 S 647,219 S 181,646 5 (23,367) $ 34,450 Increase due to .� Prior year encumbrances Operating expanses 19,094 33369 - 1,605 50 Capital Outlays50,813 31,935 612 - - Dcpieciation 2,052,287 1,356,824 168,599 45,171 9,834 +• Special assessments 53,375 16,983 - - - Interest net amortized 543,435 - - - - Costofbondrefitndingamortiiation 370 71,587 269 - - Deferred revenue 3,291 32,606 - - - Issuance oust amortization 36,800 26,102 554 - - Amounts deterred to be used fm future debt service on uspitul appreciation bonds Construction fund earnings 186,140 - - - - "' Interest subsidy received 451,925 - - - - Assctdisposmons 23,513 64231 3.500 - - _ 3,421,043 1633.6_37 173,53 46,77 9,884 Decrease due to. Year-end encumbrances 0"'cong cxpmtscs 14,130 11,173 470 400 68i Corral outlays 14340,5 26,550 5,994 - - ' Landfill closure and intone.. cc costs - - 3,304 - Interest paid more than aecmal 22,542 10,951 439 - - Bond principal paid 3,044683 881,753 53,314 23,027 - AmortizedBondpremiumdlscount 1,785 20,727 841 - - Capitaloutluys 850,101 665,622 146,142 - - Adjosliusestmentstomarket 5687 33,811 5,531 191 102 Asset Dispositions 22,500 - - - - r Dcfcrred rcvcnuov - - 15,392 - - Lncumbrauce related revenue 18,978 - - - - Adjustment to liability for future landfill posmlosurc maintenance cus¢ - - 697 Cnntdbwed capital 984.2=6 217754 4y568 IIB O"711 1,868,341 237124 _.. _23!18 44,3v Budget Basis 1. 8,982 $ 413s15. 5 12 (j$ $....(349) S _ _t_21) 70 77 City of Cape Girardeau, Missouri NOTES TO BUDGETARY COMPARISON SCHEDULES June 30, 2008 BUDGETS AND BUDGETARY ACCOUNTING - Continued Net Income (Loss) ❑aia Fl�tt rniplo�tic Risk Equipmcnl a Procrsssg Manu Fnnee Manaeem Renlacemen GAAP Basis $ 98,114 $(145,295) 8 684,977 $ 471,391 $ 116,042 _ Increase due to: Prior year encumbrances Operating expenses 1,720 120 2,501 - - Depreciation 29,916 19,580 - - 231,905 Deferred revenues - I51271 - - - Issuance cost amortization - 68 - - 546 Difference between proceeds from sale of fixed assets and gain or loss - - - - 2,200 Adjust investments to market 10 = - 31,646 17L0 9 01 234651 _ Decrease due to: _2 Year-end encumbrances Operating expenses 85 122 - - - Capital outlays - - - - 19.784 Interest paid more than accrued - - - - 204 Adjust investments to market - 1,033 286 10,243 8.11'5 Amortized Bond premium discount - - - - 61 Principal paid - 9,750 - - 70,000 Capital outlays 49,996 8334 - - 161,244 50,081 _ 1 Y 239239 286 _ 10,243 ___ 259,478 Budget Basis S _ 79(_9 $ 6,505 $ 687,192 $ 461,148 S 91,26r 77 I 1 1 1 1 1 i i i i i t i i i i 1 1 i CITY OF CAPE GIRARDEAU, MISSOURI Schedule of Fundine ProKress June 30, 2008 (b) (b -a) [(b-a)/c)] (a) Entry Age Unfunded (c) UAL as a Actuarial Actuarial Actuarial Accrued (a/b) Annual Percentage of Valuation Value Accrued Liability Funded C,,, �,ed Covered Date Of Assets Liability (UAL) Ratio Payroll Payroll 2/28/2006 $ 29,658,595 $ 27,646,616 (2,011,979) 107% $ 12,249,700 2/28/2007 31,670,051 29,087,073 (2,582,978) 109% 13,120,224 2/29/2008 33,474,714 30,743,406 (2,731,308) 109% 13,845,635 See Independent Auditors' Report. SUPPLEMENTAL INFORMATION City of Cape Girardeau Vision 2000 Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Investment revenue $ $ $ 137.11 $ 137.11 Total revenues 137.11 137.11 EXPENDITURES Current Administrative 1.000.00 1,000.00 414.00 58600 Total current 1.000.00 1,000.00 414.00 586.00 Total expenditures 1,000.00 1,000.00 414.00 586.00 Excess(deficiency) of revenues over (under) expenditures (1,000.00) (1,000.00) (276.89) 723.11 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 1,000.00 1.000.00 414.00 (586.00) Total other financing sources and uses and special items 1,000.00 1,000.00 414.00 (586.00) Net change in fund balances - - 137.11 137.11 Fund balances --beginning 2,640.44 2,640.44 2.64044 Fund balances — ending $ 2,640.44 $ 2.640.44 $ 2,777.55 $ 137.11 i 1 1 1 1 i 1 Y 1 1 1 1 1 i / i i 1 1 City of Cape Girardeau Convention and Tourism Statement of Revenues, Expenditures, and Changes in Fund Balances- Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Posilive Original Final Actual Amounts (Negative) REVENUES Taxes $ 1,596,600.00 $ 1,596,600,00 $ 1,672,155.33 $ 75,555.33 Miscellaneous - - 9,653.85 9,653.85 Investment revenue 45,000.00 45,000.00 43,326.17 (1,673.83) Total revenues 1,641,600.00 1.641,601 1,725,135.35 83,535.35 EXPENDITURES Current Administrative 1,694,500.00 2,053,110.00 1,883,799.17 169,31083 sc Total current 1,694,500.00 2,053,110.00 1,883,799.17 169,310.83 Total expenditures 1,694,500.00 2,053,110.00 1,883,799.17 169,310.83 Excess (deficiency) of revenues over (under) expenditures (52,900.00) (411,510.00) (158.663.82) 252,846.18 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other financing sources and uses and special items - Netchangeinfundbalances (52,900.00) (411,510.00) (158,663.82) 252,846.18 Fund balances --beginning 1,133,932.97 1,133,932.97 1,133,932.97 - Prlorperlodadfustment (41,352.18) (41,35218) Fund balances --ending $ 1,081,032.97 $ 722,422.97 $ 933,916.97 $ 211,494.00 I f i Y $ 1 i 1 1 1 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, 2009 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 19,925.00 $ 19,925.00 $ 20,784.40 $ 85940 Investment revenue 375.00 375.00 3,442.85 3,067.85 Grant revenue 1 000.00 1,000.00 Total revenues 20,300.00 20,300.00 25,227.25 4,927.25 EXPENDITURES Cunent Development Services 5,300.00 6,158.15 11,481.06 (5,322.91) Total current 5,300.00 8,158.15 11,481,06 (5,322.91) Capital outlay: ¢ Development Services 15,000.00 14,141.85 14,141.85 _ Total capital outlay 15,000.00 14.141.85 - 14.141.85 Total expenditures 20,300.00 20,300.00 11,481 06 8.818.94 Excess (deficiency) of revenues over (under) expenditures - - 13,746.19 13,746.19 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers out (9,50000) (9,341.64) 158.36 Total other financing sources and uses and special Items - (9,500.00) (9.341.64) 158.36 Net change in fund balances - (9,500.00) 49404.55 13,904.55 Fund balances — beginning 669876.29 66,876.29 66,876.29 - Fundbalances— ending $ 66,876.29 $ 57,376.29 $ 7128084 $ 139904.55 I 1 1 1 1 1 1 i I i 1 I City of Cape Girardeau Health Statement of Revenues, Expenditures, and Changes In Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 285,37500 $ 285,375.00 $ 298,27623 $ 12.90123 Licenses & permits 6,000.00 6,000.00 5,382.00 (618.00) Intergovernmental 7700.00 ],]00.00 7,290.92 (409.08) Investment revenue 15,950.00 15,950.00 20,628.84 4,678.84 Total revenues 315,025.00 315.025.00 331,5]].99 16,552.99 EXPENDITURES Current: Public Safety 316,46700 316.467.00 28],439.1] 29,027.83 Total current 316,467.00 316,46].00 287439.17 29,027.83 so Total expenditures 316,467.00 316.46700 287,439.17 29,027.83 N Excess (deficiency) of revenues over (under) expenditures (1,442.00) (1,442,00) 4,138.82 45,580.82 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other financing sources and uses and special items - Netchangelnfundbalances (1,442.00) (1,442.00) 44,138.82 45,580.82 Fund balances --beginning 363]04.12 363,]04.12 363,]04.12 - Fundbalances --ending $ 362,262.12 $ 362262.12 $ 40],842.94 $ 45,580.82 ► ► ► ► ► 1 ► ► i 1 1 1 1 If 1 1 ► 1 { City of Cape Girardeau Motor Fuel Tax Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Final Budget - Positive (Negative) $ (134,950.55) 6.985.88 (127,964 67) (193.37) (193.37) (4,339.07) (4,339.07) (4,532.44) (132,497.11) (158.36) 4,528.55 4,370.19 $ (128,126.92) Budgeted Amounts Original Final Actual Amounts REVENUES Intergovernmental $ 1,495,000.00 $ 1,495,000.00 $ 1,360,049.45 Investment revenue 4,500.00 4,500.00 11,485.88 Total revenues 1,499,500 00 1,499,500.00 1371,535.33 EXPENDITURES Current: Public Works - 26,400.00 26,593.37 Total current 26,400.00 26,593.37 Capital outlay: Capital Improvement Projects 13,000.00 17,339 07 a Total capital curdy 13,000.00 17,339.07 w Total expenditures 39,400.00 43.932.44 Excess (deficiency) of revenues over (under) expenditures 1499500.00 1,460,100.00 1327,602.89 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in - 9500.00 9,341.64 Special assessments - - 4,528.55 Transfers out (1,422,400.00) (1,422,400.00) (1422,400.00) Total other financing sources and uses and special items (1,422,400.00) (1,412,900.00) (1,408,529.81) Net change in fund balances 77,100.00 47,200.00 (80,926.92) Fund balances -- beginning 255,430.05 255,430.05 255,430.05 Fund balances — ending $ 332.530.05 $ 302,630.05 $ 174,503.13 Variance with Final Budget - Positive (Negative) $ (134,950.55) 6.985.88 (127,964 67) (193.37) (193.37) (4,339.07) (4,339.07) (4,532.44) (132,497.11) (158.36) 4,528.55 4,370.19 $ (128,126.92) III 1 1 1 1 1 1 1 1 1 City of Cape Girardeau Capital Improvement Sales Tax -Flood Control Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Investment revenue $ 3,500.00 $ 3,50000 $ 3,202.88 $ (297.12) Total revenues 3,500.00 3.500.00 3,202.88 (297.12) EXPENDITURES Current: Public Works 14,081,23 (14,081 23) Total current 14,081.23 (14,081.23) Capital outlay: A Capital Improvement Projects 153.70000 153,700.00 3155338 122,146.62 Total capital outlay 153700,00 153,70000 31,553.38 122,146.62 Total expenditures 153,700.00 153,700.00 45,634.61 108,06539 Excess (deficiency) of revenues over (under) expenditures (150,20000) (150,200.00) (42,431 73) 107,768.27 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfer in 74,529.00 74,528.97 (0.03) Total other financing sources and uses and special items 74,529.00 74,528.97 (0.03) Net change in fund balances (150,200.00) (75,671.00) 32,097.24 107,768.24 Fund balances — beginning 28,48924 28,489.24 28,489.24 Fund balances — ending $ (121,710.76) $ (47,181.76) $ 60,586.48 $ 107,768.24 City of Cape Girardeau Capital Improvement Sales Tax-Water System Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 2,250,000.00 $ 2,250,000.00 $ 2.181,04449 $ (68.955.51) Investment revenue 128,000.00 128,000 00 134,340.11 0340.11 Total revenues 2,378,000.00 2,378,000.00 2,315,384.60 (62,615.40) EXPENDITURES Current: Development Services: 38,750.00 38,750.00 25.894.91 12,855.09 Total current 38,750.00 38,750.00 25,894.91 12,855.09 w r^ Debt service: Administrative charges 70,865.00 70,865.00 61,072.13 9,792.87 Interest 645,695.00 692,848.00 692,847.82 0.18 Principal 1,000,000.00 1,000.000.00 1,000,000.00 Total debt service 1,716,560.00 1,763,713.00 1,753,919.95 9,793.05 Total expenditures 1,755,310.00 1,802,463.00 1.779.614A6 22,648.14 Excess (deficiency) of revenues over (under) expenditures 622,690.00 575,537.00 535,569.74 (39,967.26) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 60,000.00 60,000.00 157,939.36 97,939.36 Transfer out (682,690.00) (682,690.00) (682,690.00) Total other financing sources and uses and special items (622,690.00) (622,690.00) (524,750.64) 97,939.36 Net change in fund balances - (47,153.00) 10819.10 57,972.10 Fund balancesbeginning2,712,319.09 2,712.319.09 2,712,319.09 Fund balancesending$ 2,712,319.09 $ 2,665,166.09 $ 2.723,138.19 $ 57,972.10 City of Cape Girardeau Transportation Sales Tax Trust Fund Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Investment revenue $ 53,030.00 $ 53,030.00 $ 50,712.34 $ (2,317.66) Total revenues 53,030.00 53,030.00 50,712.34 (2,31L66) EXPENDITURES Debt service. Administrative charges 2,500.00 2,500.00 177.41 2,322.59 Interest 27,79500 27,798.00 27,798.00 - Principal 123,000.00 123,000.00 123,000.00 Total debt service 153,298.00 153298.00 150,97541 2,322.59 y Capital outlay: Capital Improvement Projects - 38,000.00 39,298.51 (1,298.51) Total capital outlay 38,000.00 39,298.51 (1,298.51) Total expenditures 153,298.00 191,298.00 190,273.92 1,024.08 Excess(defidency) of revenues over (under) expenditures (100,268.00) (138,268,00) (139,561.58) (1,293.58) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Special Assessments 103,708.00 103,708.00 191,008.13 87,300.13 Total other financing sources and uses and special items 103,708.00 103.708.00 191,008.13 87,300.13 Net change in fund balances 3,440.00 (34,560.00) 51 446.55 86,006.55 Fund balances — beginning 333,011 333,085.94 333,085.94 Fund balances --ending $ 336,525.94 $ 298,525.94 $ 384,53249 $ 86,006.55 i f 1 Y 1 1 1 1 1 1 ► 1 1 1 1 1 1 i i City of Cape Girardeau Capital Improvement Sales Tax -Sewer System Improvements Statement of Revenues, Expenditures, and Changes In Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 2,250,000.00 $ 2,250,000.00 $ 2,181,157.08 $ (68,842.92) Investment revenue 20,500.00 20,500.00 21,709.64 1,209.64 Total revenues 2,270,500.00 2,270,500.00 2,202,866.72 (67.633.28) EXPENDITURES Current Development Services 38,750.00 38,750.00 25,894.91 12,855.09 Total current 38,750.00 38,750.00 25,894.91 12,855.09 w Total expenditures 38,75000 38,750.00 25,894.91 12,855.09 J Excess (tleflciency) of revenues over (under) expenditures 2,231,750.00 2,231,750.00 2,176.971.81 (54,778.19) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers out (2,198,604.00) (2,198,604.00) (2,198,6(14.00) Total other financing sources and uses and special items (2,198,604.00) (2,198,604.00) (2,198,604.00) Net change in fund balances 33,146.00 33,146.00 (21,632.19) (54,778.19) Fund balances — beginning 834,621.79 834,621.79 834,621.79 Fund balancer -- ending $ 867,767.79 $ 867,767.79 $ 812,989.60 $ (54,77119) i 1 1 1 1 i It It It In 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, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 2,188,000.00 $ 2.188.000.00 $ 2,115,459.62 $ (72,540.38) Investment revenue 5,300.00 5,300.00 5,397.11 97.11 Total revenues 2,193,300.00 2,193,300.00 2.120,85673 (72,443.27) EXPENDITURES Total expenditures Excess (deficiency) of revenues over (under) expenditures 2,193,300.00 2,193,300.00 2,120,856.73 (7244327) w OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfer out (2,165,000.00) (2,165,000.00) (2,114,570.91) 5042909 Total other financing sources and uses and special items (2,165,000.00) (2,165,000.00) (2,114,570.91) 50,429.09 Net change in fund balances 28,300.00 28,300.00 6,285.82 (22,014.18) Fund balances -- beginning 175,136.44 175,136.44 175,136 44 Fund balancesending$ 203.436.44 $ 203,436.44 $ 181,42226 $ (22,014.18) i 1 1 1 i i 1 1 i 1 i 1 1 1 1 1 1 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, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Charges for services $ 16.800.00 $ 16.800.00 $ - $ (16,800.00) Investment revenue 33.200.00 33,200.00 84,278.00 51,078.00 Total revenues 50,000.00 50,000.00 84,278.00 34,278 00 EXPENDITURES Current: Public Safety 66,33].00 68,850.36 (2,51336) Total current 66,337.00 68,850.36 (2,513.36) a Debt service: Administrative charges - - 342.10 (342.10) Interest 222,778.00 225,978.00 224,444.90 1,533.10 Principal 536,500.00 536,500.00 536,500.00 Total debt service 759278.00 762.478.00 761,287.00 1,191.00 Capital outlay: Capital Improvement Projects - 195,600.00 186,893.71 8,706.29 Public Safety 255,170.00 274,746.00 273,68874 1,057.26 Total capital outlay 255,170.00 4]0,346.00 460,582.45 9,763.55 Total expenditures 1,014,448.00 1,299,161.00 1,290,719.81 8,441 A9 Excess (deficiency) of revenues over (under) expenditures (964,44800) (1249,16100) (1,206,441.81) 42]1819 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers In 2,165,000.00 2,165,000.00 2,114,570.91 (50,429.09) Transfer out (1,082,500.00) (1082,50400) (1,057 285 46) 25,214.54 Total other financing sources and uses and special items 1,082,500.00 1,082,50000 1,057,285.45 (25,214.55) Net change in fund balances 118,052.00 (166,661.00) (145156.36) 17,504.64 Fund balances-- beginning 1,441,983.11 1,441 t983 11 1,441,983.11 - Fundbalanoes --ending $ 1,560,035.11 $ 12]5,322.11 $ 1,292,82675 $ 17,504.64 1 i 1 1 1 III 1 1 1 i 1 i i 1 i 1 i 1 1 City of Cape Girardeau Debt Service Statement of Revenues, Expenditures, and Changes in Fund Balances- Budget and Actual For the Year Ended June 30, 2008 Variance with Final Budget - Positive (Negative) $ 4.68 (1,306.65) (1,301.97) (5 62) (5.62) 1,081.59 (1,677.83) 1,878.78 1,878.78 200.95 $ 200.95 Budgeted Amounts Original Final Actual Amounts REVENUES Taxes $ - $ - $ 4.68 Miscellaneous 27,738.00 27,738.00 2773800 Investment revenue 26,590.00 26,590.00 25,283.35 Total revenues 54,328.00 54,320.00 53,026.03 EXPENDITURES Cunent Debt Service 5.62 Total current - 5.52 O Debt service: Administrative charges 4,000.00 4,000.00 2,918.41 Interest 153,110 00 155,610 00 157,061.83 Principal 179,800.00 179,800.00 179,800.00 Total debt service 336,910.00 339,410.00 339,78024 Total expenditures 336,910.00 339,410.00 339,785.86 Excess (deficiency) of revenues over (under) expenditures (282,582.00) (285,082.00) (256,759.83) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 255,000.00 255,000.00 255,000.00 Special assessments 33,000.00 33,000.00 34,878.78 Total other financing sources and uses and special items 288,000.00 288,000.00 289,878.78 Net change in fund balances 5,418.00 2,918.00 3,118.95 Fund balances — beginning 300,303.50 300,303.50 300,303.50 Fund balances — ending $ 305,72150 $ 303,221.50 $ 303,422.45 Variance with Final Budget - Positive (Negative) $ 4.68 (1,306.65) (1,301.97) (5 62) (5.62) 1,081.59 (1,677.83) 1,878.78 1,878.78 200.95 $ 200.95 i 1 1 1 1 1 1 i 1 1 i 1 1 1 1 1 1 1 1 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, 2008 Variance with Budgeted Amounts Final Budget - Pesitive Original Final Actual Amounts (Negative) REVENUES Investment revenue $ 9,000.00 $ 9,000.00 $ 10,614.80 $ 1,614.80 Total revenues 9,000.00 9,000.00 10,614.80 1,614.80 EXPENDITURES Capital outlay: Capital improvement Projects - 2.98 (2.98) Total capital outlay 2.98 (2.98) Total expenditures 2,98 (2.98) y Excess(deficiency) of revenues over (under) expenditures 9,000.00 9,000,00 10,611.82 1611.82 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other financing sources and uses and special Items - - Net change in fund balances 9.000 00 9,000.00 10,611.82 1,611.82 Fund balancesbeginning205,353.09 205353.09 205,353.09 - Fundbalances—ending $ 214,353.09 $ 214,353.09 $ 215,964.91 $ 1,611.82 1 1 1 1 If 1 1 1 1 I t A City of Cape Girardeau Street improvements Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Investment revenue $ 10,788.00 $ 10,788.00 $ 11,105.43 $ 31L43 Total revenues 10,788.00 10,788.00 11,105.43 317.43 EXPENDITURES Capital outlay: Capital Improvement Projects 91.100.00 91,100.00 60.194.04 30,905.96 Total capital outlay 91,100.00 91,10400 60,19404 30,905.96 Total expenditures 91,100.00 91.100,00 60,194.04 30,905.96 N Excess (tle8ciency)Of revenues ever (under) expenditures (80,312.00) (80,312.00) (49088.61) 31,223.39 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers In 50,000.00 50,00000 50,000.00 - Special Assessments 24.928.00 24,928.00 61,15075 36,222.75 Total other financing sources and uses and special items 74,928.00 74,928.00 111,150.75 36,222.75 Net change in fund balances (5,38400) (5,384.00) 62,062.14 67,446.14 Fund balances — beginning 50,365.64 50,365.64 50,365.64 - Fundbalances-- ening $ 44,981.64 $ 44,981.64 $ 112,427.78 $ 67,446.14 I 1 i i f f 1 1 i Y City of Cape Girardeau Park Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ 776.70000 $ 776.700.00 $ 4,721,06 $ (771,978.94) Investment revenue 2,39600 2,396.00 Total revenues 776.100.00 776.100.00 7,111.06 (769,58294( EXPENDITURES Capital Outlay Capital Improvement Projects 979,100.00 979,100.00 32,348.14 946,751.86 Total capital outlay 979,100.00 979,100.00 32,348.14 946,751.86 Total expenditures 979,10000 979,100.00 32,348.14 946751.86 w Excess (deficiency) of revenues over (under) expenditures (202.400.00) (202,400.00) (25,231 D8) 177,168.92 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 202,40000 202,400.00 202,400.00 Total other financing sources and uses and special items 202,400.00 202,400 00 202,400.00 - Net change in fund balances - - 177,168.92 177,168.92 Fund balances — beginning 6,581.61 6,581961 6,581.61 - Fundbalances--ending $ 6,581.61 $ 6,581.61 $ 183750.53 $ 111,16892 1 1 i i l 1 1 It i 1 1 1 i 1 11 1 1 1 $ City of Cape Girardeau FAU Grant Projects Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Investment revenue $ 9,000.00 $ 9,000.00 $ 17,262.56 $ 8,262.56 Grant revenue 2.160,000.00 2,160,001 145,803.81 (2,014,196.19) Total revenues 2,169,1)100 2,169,000.00 163,066.37 (2,005,933.63) EXPENDITURES Capital outlay: Capital Improvement Projects 2400,000.00 2,400 000.00 230,168.79 2,169,83121 Total capital outlay 2,400,000.00 2400,000.00 230,168.79 2.169831 21 p Total expenditures 2,400,000.00 2,400,000 00 230,168.79 2.169,831.21 Excess(deficlency) of revenues over (under) expenditures (231,000.00) (231,00000) (67,10242) 163,897.58 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other financing sources and uses and special items - - Nelchangeinfund balances (231,000.00) (231,000.00) (67,102.42) 163,897.58 Fund balances—beginning 313,23003 313.230.03 313,230.03 - Priorpedodadjustment (39,328.90) (39,328.90) Fund balances --ending $ 82,230.03 $ 82,230.03 $ 206,798.71 $ 124,568.68 1 f 1 1 1 i I i 1 1 1 1 1 1 1 It 1 1 1 City of Cape Girardeau Community Development Block Grant Projects Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental 5 - $ - $ 21,686.00 $ 21,686.00 Investment revenue 2,367.09 2,367.09 Total revenues 24,053.09 24,053.09 EXPENDITURES Current: Development Services 40,000.00 32,605.61 7,394.39 Total current 40,000.00 32,605.61 7,394.39 Debt service: t^ Interest 500.00 32048 179.52 Total debt service 500.00 320.48 179.52 Total expenditures 40,500.00 32.926.09 7,573.91 Excess (deficiency) of revenues over (under) expenditures (40.500.00) (8,873.00) 31,627.00 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in - - 9 472.91 9,472.91 Transfers out (2,620.00) (2,62100) - Total other financing sources and uses and special items - (2.620.00) 6,852.91 9,472.91 Net change In fund balances - (43,120.00) (2.01 41,099.91 Fund balances — beginning 53,643.44 53,643.44 53,643.44 - Fundbalances -- ending $ 53,643.44 $ 10,523.44 $ 51,623.35 $ 41,099.91 1 1 1 1 1 F i i 1 ► 1 1 1 i 1 1 i 1 { City of Cape Girardeau Corp Flood Control Projects Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Total revenues $ $ $ $ EXPENDITURES Total expenditures - Excess(deficiency)ofTevenues over (under) expenditures OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers out (74,529 00) (74,528.97) 0.03 Total other financing sources and uses and special items (74,529.00) (74,528.97) 0.03 Net change in fund balances - (74,529.00) (74,528.97) 0.03 Fund balances --beginning 74,528.97 74,528.97 74,528.97 - Fundbalances— ending $ 74.528.97 $ (0-03) $ - $ 0.03 { { 1 { 1 1 1 I i If 1 1 1 1 { 1 1 i i City of Cape Girardeau Housing Development Grants Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ 635,000.00 $ 635,000,00 $ 246,47509 $ (388,524.91) Investment revenue - - 148.60 148.60 Total revenues 635,000.00 635,000.00 246.623.69 (388,376.31) EXPENDITURES Current: Development Services 660,00900 660,000.00 265,982.41 394,017.59 Total current 660,000.00 660,000.00 265,982.41 394,017.59 Debt service: Interest 1,59971 (1,599.71) Total debt service 1599.71 (1,599.71) Total expenditures 660,000.00 660,000.00 267,582.12 392,417.88 Excess(defidency) of revenues over (under) expenditures (25,000.00) (25,000.00) (20,958.43) 4,041.57 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 25,000.00 37,620.00 23,244.92 (14,375.08) Total other financing sources and uses and special Items 25,000.00 37,620.00 23,244.92 (14,375.08) Net change in fund balances - 12,620.00 2,286.49 (10,333.51) Fund balances — beginning 1,093.47 1,09147 1,093.47 - Fundbalances— ending $ 1,093.47 $ 13,713.47 $ 3,379.96 $ (10,333.51) I 1 l 1 i i 1 1 1 1 1 1 i 1 1 1 1 1 1 City of Cape Girardeau Sewer Statement of Revenues. Expenditures, and Changes In Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Ni REVENUES Intergovernmental $ - $ - $ 380,314.36 5 380,314.36 Residential charges 1,700,000 00 1,700,000 00 1,710,439 36 10,439.36 Commercial charges 1,055,000.00 1,05500000 1,090,028.42 35,026.42 Other fees and charges 46,000.00 46,000.00 4109556 1,09556 Miscellaneous 12,500.00 12,50000 12,14980 (350.20) Investment revenue 45,400.00 45,400.00 478,364.70 432,964.70 Total revenues 2,858,900.00 2,858,90000 3,718,39220 859,49220 EXPENDITURES Cunene Contractual services 191,428.00 218.64900 202,403.69 16,245.11 General operating expenses 48,90000 48.329 00 39,62044 8.708.56 mental service expense 124,150.00 167,750.00 162,486.82 5,263.18 Material and supplies 379,510.00 424,114.00 422,591.50 1,522.50 Personnel services 1499,04100 1,518,441.00 1,509,582.89 8,858.11 Special projects expense 27,700.00 27,700.00 119,663,51 (91,983.51) Total current 2,270,729.00 2,404,98300 2,456,349.05 (51,366.05) Debt service: Administrative charges 130,207.00 130,20700 127,839.12 236788 Interest 353,032.00 (311,444.00) (457,74945) 146,30545 Principal 2,047.95000 3,044,683.00 3,044,68326 (026) Total debt service 2531,189.00 2,863,446.00 2,714,772.93 146,673.07 Capital outlay: Capital Improvement Projects - 783,000.00 773,67541 9,324.59 Equipment 191,600.00 208.196.00 176.66220 31,533.80 Other Capital Expenditures 310,000.00 127,000.00 14,855.33 112,1"67 Total capital outlay 501,600.00 I'l 18,1 N.00 965,192.94 153,00306 Total expenditures 5303,51800 6,386,62500 6,136,314.92 250,310.08 Excess(deflnency) of revenues over (under) expenditures (2444,618.00) (3,527725.00) (2,417,922]2) 1,109,80228 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transferrin 2,198,604.00 2,198,604.00 2,198,604.00 - Connectionfees 160,00000 160,000.00 119,940.00 (40,060.00) Special assessments 10,500.00 10.500.00 5337526 42,875.26 Asset disposition 45,315.00 45,315.00 54,985.15 9,670.15 Total other financing sources and uses and special items 2,414,419.00 2,414,419.00 2,426,904 41 12,485.41 Net change in fund balances (30,199.00) (1,113,306.00) 8.98169 1,122,287.69 Fund balances — beginning 3,05529620 3055296 20 3.055,296 20 Fund balances --ending $ 3,02509720 $ 1,941,990.20 $ 3,064,277.89 $ 1,122,287.69 ` I, a ` ` a It I IF $ it 1 i 1 I 1 1 City of Cape Girardeau Water Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30. 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ - 5 - $ 13,893.58 S 13,893.58 Residential chargee 3,211.000.00 3,211,00000 3,291 79.855.37 Commercial charges 2,25],300.00 2,257,300.00 2,268,809.06 11,50906 Other fees and charges 198,50000 198,500.00 198278.14 (2,221.86) Miscellaneous 15,700.00 15.70000 21,190.94 5,490.94 Investment revenue 166,400.00 166,40000 255,153.21 88753.21 Total revenues 5,84890000 5.848,900.00 6,046,180 30 197.280.30 EXPENDITURES Commit Contractual services 2,549,918.00 2,555,086.00 2,477,757.88 77.328.12 General operating expenses 196,770 00 198,886.00 192,960.33 3.925.67 Internal service expense 69,155.00 10,155.00 112446.05 (8,291.05) Material and supplies 1,083,505.00 1,115,14226 1,064,25775 50,884.51 Personnel services 131913.00 131,91300 126,144.48 5,76852 Special projects expense 110,000.00 110000 00 113.334.13 (3,334.13) Total current 4,14126100 4,213,182.26 4,080900.62 126.28164 Debt service: Administrative charges 700.00 70000 33790 362.10 Interest 248,686.00 248,686.00 24868461 1.39 Principal 881753.00 881,753.00 88175299 0.01 Total debt service 1,131,139.00 1,131,13900 1,130,775.50 363.50 capital outlay: Capital Improvement Projects 27500000 275,000.00 284,417.77 (9417.77) Equipment 420,950.00 419,07874 375.819.28 43,25946 Total capital outlay 695,950.00 694.07874 66023705 33,841.69 Total expenditures 5,968,35000 6,038,400.00 5,877,913.17 160.488.83 Excess transiency) of revenues over (under) expenditures (119,45000) (189,500.00) 168,267.13 357,767.13 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Traceless in 120,000.00 120,000.00 120,000 00 - Spedalasse drigmts 3,82500 3,825.00 16,982.93 13157.93 Asset disposition 96,190.00 9819000 107,26500 11,07500 Total other financing sources and uses and special items 220015.00 220,015 00 244,247.93 24,232.93 Net change In fund balances 100,56500 30,515.00 412,51506 382,000.06 Fund balances -- beginning 4,756,880.11 4756880 11 4756.880 11 - Prior period adjustment 127 605 77 - Fundbalances— ending $ 4,857 445 11 It 4787,395.11 $ 5297,00094 S 382,000.06 f 1 i f 1 f 1 i 1 1 If 1 1 1 1 If i 1 If City of Cape Girardeau Solid Waste Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ 2,200.00 S 2200.00 $ 26.295.38 $ 24,095.38 Residential charges 1995'500.00 1,995,500.00 2,021,845.61 26,345.61 Commercial charges 28,000.00 28.000.00 29,019.37 1,019.37 Transfer station charges 761,000.00 761,000.00 907.208.17 146,208.17 Other fees and charges 84,50000 84,500.00 83.062.64 (1,437.36) Miscellaneous 38,000.00 38,000.00 52,791.89 14,791.89 Investment revenue 45,000.00 45,000.00 58,067.94 13,067.94 Total revenues 2,954,200.00 2,954,200.00 3,178,291.00 224,091.00 UPENDITURES Current: o Contractual services 1,016,007.00 1,162,753.00 1,141,140.76 21,612.24 General operating expenses 45,708.00 46,183.00 29,605.13 16,577.87 Internal service expense 189,053.00 189,053.00 197,209.46 (8,156.4(3) Material and supplies 128,830.00 158.785.00 139,142.99 19,642.01 Personnel services 1,264,581.00 1 264,581.00 1 227,849.20 36.731.80 Special projects expense 88,500.00 87,424.00 82,64648 4,777.52 Total current 2,732,679.00 2.908 779,00 2,817,594.02 91.184.98 Debt service: Administrative charges 700.00 700.00 34.77 665.23 Interest 48,028.00 48,028.00 46,305.50 1,722.50 Principal 53,314.00 53,314.00 53,313.76 0.25 Total debt service 102,042.00 102,042.00 99,654.02 2,387.98 Capital outlay: Equipment 135.600.00 135,600.00 151,524.22 (15,92422) Total capital outlay 135,600.00 135.600.00 151,524.22 (15,924.22) Total expenditures 2,970,321.00 3,146,421.00 3,068,77226 77,64874 Excess (deficiency) ofrevenuee over (under) expenditures (16,121.00) (192,22100) 109,51874 301739.74 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Asset disposition 4, 200. D0 4200.00 13,53750 9,337.50 Total other financing sources and uses and special items 4,200.00 4,200.00 13,537.50 9,337.50 Net change in fund balances (11,921.00) (188,021.00) 123,056.24 311,07724 Fund balancesbeginning767.186.85 767,186.85 767,186.85 - Fundbalances--ending $ 755,265.85 $ 579,165.85 $ 890,243.09 $ 311,077.24 1 1 f I f f 1 1 1 i 1 1 i i 1 i 1 1 1 City of Cape Girardeau Golf Course Statement of Revenues, Expenditures, and Changes in Fund Balances- Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ - $ - $ 5,155.00 $ 5,155.00 User fees 426.400.00 426,400.00 375,131.39 (51,268.61) Concession revenues 78,200.00 78,200.00 69.715.67 (8,484.33) Equipment sales 9,000.00 9,000.00 9,276.50 276.50 Miscellaneous - - 600.00 600.00 Investment revenue 900.00 900.00 1,780.73 88033 Total revenues 514,500.00 514,500.00 461,659.29 (52,840.71) EXPENDITURES Current: Contractual services 32,256 00 32,481.00 28,197.89 4,283.11 General operating expenses 59,950.00 59,185.00 56,888.67 2,296.33 f Internal service expense 83,369.00 83,369.00 59,196.90 24,172.10 Material and supplies 68,375.00 71,465.00 68,068.49 3,396.51 Personnel services 331 033.00 331,033.00 324,629.77 6,403.23 Special projects expense 9.700.00 9,700.00 9,019.63 680.37 Total current 584,683.00 58],233.00 546,001.35 41,231.65 Debt service: Interest 14,240 00 14,240.00 14,56] 79 (327.79) Principal 23,027.00 23,027.00 23,026.98 0.02 Total debt service 37,267.00 37,267.00 37,594.77 (327.77) Total expenditures 621,950.00 624,500.00 583,596.12 40,903.88 Excess (deficiency) of revenues over (under) expenditures (107,45000) (110,000.00) (121.936.83) (11.93683) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transferrin 107,450.00 132,45000 119,764.62 (12,685.38) Asset disposition - 1,963.18 1,963.18 Total other financing sources and uses and special items 107,450.00 132,450.00 121,727.80 (10,722.20) Net change in fund balances - 22,450.00 (209.03) (22,659.03) Fund balances — beginning 5.421.04 5,42104 5,421.04 - Fundbalances—ending $ 5421.04 $ 27,871.04 $ 5,212.01 $ (22,659.03) 1 1 f i l 1 1 1 i i f 1 1 1 1 1 Y 1 1 City of Cape Girardeau Softball Complex Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ - $ - IS 169.97 $ 169.97 User fees 68,100.00 68,100.00 67,516.50 (583.50) Concession revenues 86,000.00 86,000.00 98,254.75 12,254.75 Equipment sales 7,500.00 7,500.00 6,705.00 (795.00) Miscellaneous 5,500.00 5.500.00 10,211.29 4,711.29 Investment revenue 1,800.00 1,800.00 2,089.86 289.86 Total revenues 168,900.00 168,900.00 184,947.37 16,047.37 EXPENDITURES Current: Contractual services 20,247.00 30.647.00 37,411.43 (6,764.43) o General operating expenses 61,100.00 61,300.00 68,313.60 (7,013.60) Internal service expense 32,617.00 34,367.00 27,737.70 6,629.30 Material and supplies 57,707.00 61,977.00 63.140.81 (1,163.81) Personnel services 318,124.00 323.924.00 325,962.67 (2,038.67) Special projects expense 7,780.00 5.660.00 5,648.75 11.25 Total current 497,575.00 517,875.00 528,214.96 (10 339.96) Debt service: Interest 8,550.00 8.550.00 9.732.90 (1,182.90) Total debt service 8,550.00 8,550.00 9,732.90 (1,182.90) Total expenditures 506.125.00 526,425.00 537,947.86 (11,522.86) Excess (deficiency) of revenues over (under) expenditures (337,225.00) (357,525.00) (353,000.49) 4,524.51 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 337,225.00 367,225.00 352,979.23 (14,245.77) Total other financing sources and uses and special items 337,225.00 367,225.00 352,979 23 (14,245.77) Net change in fund balances - 9.700.00 (21.26) (9,721.26) Fund balancesbeginning5,021.26 5.021.26 5,02126 Fund balances —ending $ 5,021.26 $ 14.721.26 $ 5,000.00 $ (9.72126) 1 1 1 1 i 1 1 I 1 1 1 1 It 1 1 1 1 i f City of Cape Girardeau Management Information Systems Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Budgeted Amounts Original Final C w REVENUES Internal charges investment revenue Total revenues EXPENDITURES Current: Contractual services General operating expenses Material and supplies Personnel services Total current Capital outlay: Equipment Total capital outlay Total expenditures Excess (deficiency) of revenues over (under) expenditures OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Asset Disposition Total other financing sources and uses and special items Net change in fund balances Fund balances -- beginning Fund balances -- ending $ 367,000.00 1,594.00 368,594.00 99,756.00 4,820.00 10,500.00 120,518.00 235,594.00 133,000.00 133,000.00 368,594.00 73,008.92 $ 73,008.92 $ 367,000.00 1,59400 368,594.00 99,756.00 4,820.00 21,694.11 120,518.00 246.788.11 121,805.89 121,805.89 360,594.00 73,008.92 $ 73,008.92 Actual Amounts $ 367,000.00 4,490.05 371,490.05 93,320.65 588.73 30,881.31 117,235.20 242,025.89 49,995.96 49,995.96 292,021.85 79,468.20 210.43 210.43 79,678.63 73.006 92 $ 152,687.55 Variance with Final Budget - Positive (Negative) 2,896.05 2,896.05 6,435.35 4,231.27 (9,187.20) 3,282.80 4,762.22 71,809.93 71,809.93 76,572.15 79,468 20 210.43 210.43 79,678 63 $ 79,678.63 1 1 l 1 f 1 1 1 f I 1 1 1 1 1 1 i i It (7,080,75) City of Cape Girardeau 9,75000 Fleet Management Total debt service Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual (16,830.75) Capital outlay For the Year Ended June 30, 2000 Equipment 16,145.00 6,701.74 Variance with 36774 Budgeted Amounts 2,500.00 Final Budget - - - Total capital outlay 18,645.00 Positive 8,701 Original Final Actual Amounts 367.74 (Negative) Total expenditures 1,113,83100 1,162,58100 REVENUES 1,193.19340 (30,612.40) Excess (deficiency) of revenues Intergovernmental $ - $ - $ 2,36560 $ 2,365.60 Internal charges 1,113,764.00 1,113,]64.00 1,170,713.30 56.949.30 Investment revenue 1,000.00 1,000.00 22,598.97 2159897 Total revenues 1,114,764.00 1,114,764.00 1,195677.87 Asset disposition 80.91387 EXPENDITURES - 155290.58 155,29058 Other non-operating revenue Current - 10,021.76 10,021 76 Contractual services 193.38400 222,162.00 231,222.88 (9,060.88) General operating expenses 4,850.00 5,322.00 3,25457 2,067,43 Internal service expense 2,68100 2,681.00 2,681.00 Net change in fund balances 93300 - o Malenal and supplies 251,075.00 280.518.26 320,36827 54,321.87 (39,850.01) 82452.63 A Personnel services 643,196.00 643,196.00 610,501,93 82452.63 3269407 - Total current 1,095,186.00 1,153,879.26 1.168.02865 (14,149.39) 62 Debt service Interest - - 7,08075 (7,080,75) Principal 9,75000 (9,750.00) Total debt service 16,83075 (16,830.75) Capital outlay Equipment 16,145.00 6,701.74 8,334.00 36774 Other Capital Expenditures 2,500.00 - - - Total capital outlay 18,645.00 8,701 74 8,334.00 367.74 Total expenditures 1,113,83100 1,162,58100 1,193.19340 (30,612.40) Excess (deficiency) of revenues over (under) expenditures 933.00 (47,817.00) 2,48447 50,301.47 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Asset disposition - - 155290.58 155,29058 Other non-operating revenue - - 10,021.76 10,021 76 Transfers out (161291.94) (161291-94) Total other financing sources and uses and special items 4,02040 4,02040 Net change in fund balances 93300 (47,817.00) 6,504.87 54,321.87 Fund balances --beginning 82452.63 8245263 82452.63 - Prior peri0d adjustment 106 681 62 Fund Balances -- ending 5 83.385.63 $ 3463563 5 195639.12 $ 54,32187 i Y 1 f i III 1 1 1 1 1 i 1 1 1 City of Cape Girardeau Fringe Benefits Statement of Revenues, Expenditures, and Changes in Fund Balances- Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Internal charges $ 3,111,199.00 S 3,111,199.00 $ 2,838.418.62 $ (272,780.38) Miscellaneous - - 731.16 731.16 Investment revenue 4,500.00 4,500.00 11,241.82 6,741.82 Total revenues 3.115,699.00 3,111 2,850,39160 (265,307.40) EXPENDITURES Current Contractual services 3,115 699 00_ 3,115,699.00 2,163,199.99 952,499.01 Total current 3.115 69900 3,115,699.00 2,163,199.99 952.49901 s Total expenditures 3,115,69900 3,115,699.00 2,163,199.99 952,499.01 Excess (deficiency) of revenues over (under) expenditures - 687,191.61 687,191.61 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other financing sources and uses and special items - - Net change in fund balances - - 687,191.61 687,191.61 Fund balances -- beginning (530,058.77) (530,05877) (530,058.77) - Fundati,mccs— ending $ (530,05877) $ (530,058.77) $ 157,132.84 $ 687,191.61 1 1 I i 1 1 1 1 1 1 f 1 Y 1 t - 461,148.35 1 1 1 f 646,299 71 646,299.71 City of Cape Girardeau $ 646,299.71 $ 1,107,448.06 7-461.14835 Risk Management Statement of Revenues, Expenditures, and Changes In Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Internal charges $ 498,329.00 $ 498,329.00 $ 494,259.96 $ (4,069.04) Investment revenue 56,700.00 56,700.00 63,328.39 6,628.39 Total revenues 555,029.00 555,029.00 557,588.35 2,559.35 EXPENDITURES Current: Contractual services 515,029.00 515,029.00 68,512.35 446,516.65 General operating expenses 35,000.00 35,000.00 27,927.65 7,072.35 Material and supplies 5,000.00 5,000.00 5,000.00 Total current 555,029.00 555,029.00 96,440.00 458,589.00 Total expenditures 555,029.00 555,029.00 96,440.00 458,589.00 Excess (deficiency) of revenues over (under) expenditures Net change in fund balances - Fund balances -- beginning 646,299.71 Fund balancesending$ 646.299.71 461,148.35 461,148.35 - 461,148.35 461.148.35 646,299 71 646,299.71 - $ 646,299.71 $ 1,107,448.06 7-461.14835 1 1 i 1 i i I 1 i 1 i f i 1 1 i 1 it it City of Cape Girardeau Equipment Replacement Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Internal charges $ 254,908.00 $ 254,908.00 $ 253.239.72 $ (1,668.28) Investment revenue 63.000.00 63,000.00 83,130.58 20.130.58 Total revenues 317,908.00 317,908.00 336,370.30 18,462.30 EXPENDITURES Current'. Material and supplies 1.600.00 800.00 800.00 Total current 1,600.00 800.00 800.00 0 J Debt service- Administrative charges - 50.00 22.39 27,61 Interest - 10,200.00 10,200.00 - Pdncipal 70,000.00 70,000.00 Total debt service 80,250.00 80,222.39 27.61 Capital outlay: Equipment 135,610 00 186.550.00 181,028.11 5,521.89 Total capital outlay 135,610.00 186,550.00 101,028.11 5,521.89 Total expenditures 135,610,00 268,400.00 262,05050 6,349.50 Excess (decency) of revenues over (under) expenditures 182,298.00 49,508.00 74,319.80 24,811.80 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers m - - 1,982.21 1,982.21 Asset disposition 20,10000 20,100.00 14,962.50 (5,13750) Total other financing sources and uses and special items 20,100.00 20.100.00 16,944.71 (3,155.29) Net change in fund balances 202,398.00 69,608.00 91,264.51 21,655.51 Fund balances -- beginning 1,552,066.20 1,552,066 20 1,552,066.20 Fund balances— ending $ 1,754,464.20 $ 1,621,674.20 $ 1,643.330]1 $ 21,656.51 1 1 f i i 1 1 1 1 I 1 1 1 1 i 1 1 1 1 City of Cape Girardeau Park Improvement Projects from Parke/Stormwater Sales Tax Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 00, 2008 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Total revenues $ $ $ $ EXPENDITURES Capital outlay: Capital Improvement Projects 297.00 (297.00) Total capital outlay 29700 (297.00) Total expenditures 297.00 (29700) Excess (deficiency) of revenues over (under) expenditures - - (297.00) (29700) m OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other financing sources and uses and special items - Net change in fund balances - - (297.00) (29700) Fund balances -- beginning Fund balancesending$ $ $ (297.00) $ (29T00) 0 ANNUAL FEDERAL FINANCIAL COMPLIANCE SEC,"TION BEUSSINK, HEY, ROE, SEABAUGH & STRODER, L.L.C. Certified Public Accountants r 4018 Sycamore 16 So. Silver Springs Road 105 So. Hope Cairo, Illinois 62914 Cape Girardeau, Missouri 63703 Jackson, Missouri 63755 Telephone (618) 734-3300 Telephone (573) 334-7971 'telephone (573) 243-3991 Facsimile (618) 734-3303 Facsimile(573)334-8875 Facsimile (573) 243-3186 REPORT ON COMPLIANCE WITH REQUIREMENTS APPLICABLE TO EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE 1N ACCORDANCE WITH OMB CIRCULAR A-133 Honorable Mayor and Members of the City Council City of Cape Girardeau, Missouri Compliance We have audited the compliance of City of Cape Girardeau, Missouri, with the types of compliance requirements described in the U.S. Office of Management and Budget (OMB) Circular A-133 Comptiance Supplement that are applicable to each of its major federal programs for the year ended June 30, 2008. City of Cape Girardeau, Missouri's major federal programs are identified in the summary of auditors' results section of the accompanying Schedule of Findings and Questioned Costs. Compliance with the requirements of laws, regulations, contracts, and grants applicable to each of its major federal programs is the responsibility of City of Cape Girardeau, Missouri's management. Our responsibility is to express an opinion on City of Cape Girardeau, Missouri's compliance based on our audit. We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and OMB Circular A-133, Audits oJStates, Local Governments, and Non -Profit Organizations. Those standards and OMB Circular A-133 require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to above that could have a direct and material effect on a major federal program occurred. An audit includes examining, on a test basis, evidence about 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. Our audit docs not provide a legal determination of City of Cape Girardeau, Missouri's compliance with those requirements. In our opinion, City of Cape Girardeau, Missouri complied, in all material respects, with the requirements referred to above that are applicable to each of its major federal programs for the year ended June 30. 2008. 109 Internal Control Over Compliance The management of City of Cape Girardeau, Missouri is responsible for establishing and maintaining effective internal control over compliance with requirements of laws, regulations, contracts, and grants applicable to federal programs. In planning and performing our audit, we considered City of Cape Girardeau, Missouri's internal control over compliance with the requirements that could have a direct and material effect on a major federal program in order to determine our auditing procedures for the purpose of expressing our opinion on compliance but not for the propose 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 control deficiency in an entity's internal control over compliance 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 noncompliance with a type of compliance requirement of a federal program on a timely basis. A significant deficiency is a control deficiency, or combination of control deficiencies, that adversely affects the entity's ability to administer a federal program such that there is more than a remote likelihood that noncompliance with a type of compliance requirement of a federal program that is more than inconsequential will not be prevented or detected by the entity's internal control. A material weakness is a significant deficiency, or combination of significant deficiencies, that results in more than a remote likelihood that material noncompliance with a type of compliance requirement of a federal program will not be prevented or detected by the entity's internal control. Our consideration of internal control over compliance was for the limited purpose described in the first paragraph of this section and would not necessarily identify all deficiencies in internal control that might be significant deficiencies or material weaknesses. We did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above. This report is intended solely for the information and use of the Honorable Mayor, Members of the City Council, federal awarding agencies, and pass-through entities and is not intended to be and should not be used by anyone other than these specified parties. BEUSSINK, HSE/Y, ROE, SEABAUGH & STRODE/R, L.L.C. liizd S�«rQR L.G.C. Cape Girardeau, Missouri January 12, 2009 110 BEUSSINK, HEY, ROE, SEABAUGH & STRODER, L.L.C. Certified Public Accountants 4018 Sycamore 16 So. Silver Springs Road 105 So. trope Cairo, Illinois 62914 Cape Girardeau, Missouri 63703 Jackson, Missouri 63755 Telephone (618) 734-3300 Telephone (573) 334-7971 Telephone (573) 243-3991 — Facsimile (618) 734-3303 Facsimile (573) 334-8875 Facsimile (573) 243-3186 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 the financial statements of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information of City of Cape Girardeau, Missouri as of and for the year ended June 30, 2008, which collectively comprise the City's basic financial statements and have issued our report thereon dated January 12, 2009. 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 Gnited States. Internal Control Over Financial Reporting In planning and performing our audit, we considered the City of Cape Girardeau, Missouri's internal control over financial reporting as a basis for designing our auditing procedures 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 over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the City of Cape Girardeau, Missouri's intemal control over financial reporting. A control deficiency 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 misstatements on a timely basis. A significant deficiency is a control deficiency, of combination of control deficiencies, that adversely affects the City of Cape Girardeau, Missouri's ability to initiate, authority, record, process, or report financial data reliably in accordance with generally - accepted accounting principles such that there is more than a remote likelihood that a misstatement of the City of Cape Girardeau, Missouri's financial statements that is more than inconsequential will not be prevented or detected by the City of Cape Girardeau, Missouri's internal control. A material weakness is a significant deficiency, or combination of significant deficiencies, that results in more than a remote likelihood that a material misstatement of the financial statements will not be prevented or detected by the City of Cape Girardeau, Missouri's internal control. Our consideration of internal control over financial reporting was for the limited purpose described in the first paragraph of this section and would not necessarily identify all deficiencies in internal control that might be significant deficiencies or material weaknesses. We did not identify any deficiencies in internal control over financial reporting that we consider to be material weaknesses, as defined above. Compliance and Other Matters As part of obtaining reasonable assurance about whether City of Cape Girardeau, Missouri's financial statements are free of 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 matters that is required to be reported under Governmem Auditing Standards and which is described in the accompanying schedule of findings and questioned costs as item 08-1. City of Cape Girardeau, Missouri's response to the finding identified in our audit is described in the accompanying schedule of findings and questioned costs. We did not audit City of Cape Girardeau, Missouri's response and, accordingly, we express no opinion on it. This report is intended solely for the information and use of the Honorable Mayor, Members of the City Council, federal awarding agencies, and pass-through entities and is not intended to be and should not be used by anyone other than these specified parties. BEGSSINK, HEY, ROE, SEABAUGH & STRODBR, L.L.C. /FAQ..! her Cape Girardeau, Missouri January 12, 2009 112 City o Cape Girardeau, Missouri SCHEDULE OP EXPENDITURES OP FFDf.RAI. AWARDS r For the Year landed lane 30, 2008 � Pcdcrl Cf DA Program Feel Ind Cranmdl¢Xi-11llorgh(,rntnr Pro,rra'lltle Nurnber Aumher Dledursen ieab I' S. D EPA RTMEN' I Of IN FFNSE. I nen of DOD Properly (non-cash) 12. WA $ 100,000 G. S,DEPARTMENT OP HOIItiISG AND GROAN DHVEI OPMJ NT. Passed Through Missouri Depeneient of FconoricDevelopment- ( uo]au rip Developerri, 1 dock (irvnm' State a l'ragam and Non-Iitoderacnl 14.225 2004 -ND -di S 102,350 Grana In Ilevwti 2002 -ND -04 21 580 $ 124,036 Passed'Ihmugh Missouri UGtenntcnt of Social ScrvicI- Fmergency shelter Gr na Pmgmnt (PSG) 14.231 ERO 1040669 2ZN24 Passed "Ihea,h Missouri llousSRe Developrant Coninusswa- llo", veslnmm Pnnnu'zhips Pmgteia 10239 \1 06 -SO -29-0100 $ 71,192 M-02SC 29-0100 29,149 100.541 l01AL k - DEPART MENT OP HOUSI56 AM) UIMAN DEVELOI'YIEN"I S 2524tH I I. S. DEPARTMENT OF 3USTICF. Pass9l h muga the City of Poplar Illaft, Mfsoan - Passed through the Souduvst V,ouri Ding 'I ask Paine Public Safety pattered, end Community Policing Gana 16710 N A $ 2698 Passed l'hrmigh Missouri Dgtanntent of Public Safety Violence Against Woolen Fommla Grant it, 58K 2006-VAWA-0004 S 1(]96 2001 V A W A 0004 15,"101 32j03 Bullctpmof V"a l'annarhip Pmgrm 16607 NN 216 EdvvaNfSyrcMoror,d Justice Aasistance Gant 16'38 2009 -DI -RX -1432 29630 TOT AL U. S. DEPARTMPN I Or 1 LS IdK F g 64,229 1 lic Amumpanying Notes w Schedule of Gspeodiiares of Irederal Avvorfk Amrot Integral Pan of Ihie Report 13 City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITL RES OF FEDERAL AWARDS For the Year Ended lune 30, 2008 Federal CFDA Program Federal Grantor/Pass'fhrouah Grantor Program I tic Number Number Disbursements U.S. DF,PARTMEN'P OF'IRANSPORTATION: Passed Through Missouri Department of Transportation - HighwayPlsnningandConstruction 20205 DP-1503(002) $ 27,512 Airport Improvement Program (1) Alcohol Open Container Requirements AlcoholTraffic Safety and Drunk Driving Prevention Incentive Program State and Community Highway Safely SCP -1500(013) 77,231 07 -SA -09-3 STP -1500(014) 25,331 43,N2 STP -1500(015) 11,735 07 -PT -02-33 STP -1500(016) 63,978 $ 205.787 20.106 AIRE 055-77A 1,598 455,911 20.607 LKK031 GAC067 1,470 20601 08 -KS -03_16 1 1,086 20.600 75 -SA -09 2 $ 18.567 07 -SA -09-3 67.465 08 -SA -09-2 43,N2 08 -SA -09-3 56,769 07 -PT -02-33 3.560 08-P'1-02-24 2,413 LKK032 1,598 07 -154 -AL -32 1.805 GAC067 1,373 196.942 TOPALLIS. DEPARTMFNTOFTRANSPORTAHON $ 871,196 U.S. DEPARTMENT OF HEAL'I71 AND HUMAN SERVICES: Passed t hrough the Comniumty Caring Counsel - Substance Abuse and Mental I Icalth Services Projects of Regional and National Sign ficarce 93243 SDA42070104 The Accompanying Notes to Schedule of F. pendilures of Federal Awards Arc an Integral Part of Phis Report. 114 S 1,571 City of Cape Girardeau, Missouri SCHEDULE OF EXPENDITURES OF FEDERAL. AWARDS For the Year Ended hunt, 30, 2008 Federal ' CFDA Program Federal GrantorTass-'I hroueh Grantor Ptoeram'ritle Number Number Disbursements ENVIRONMENTAL PRO "I'ECTION AGENCY. Surveys, Studies, Investigations and Special Purpose Grants 66,606 XP987281 -0 1 S 285,891 Passed Through Missouri Department of Natural Resources - Capitalization Grants fn Clean Water State Revoking funds 66.458 C295229 119,857 Capitalization Grants for Drinking Water State ' Revolving Funds 66.468 DW291010 6,700 101 A L EN V I RO N M FN TA I. PROTEC ITO N AGENCY 5 412,448 U.S. DEPARTMENTOF I IOMELAND SECURI"I ) Lar Entoree Tient Olhicer Rcimbursentent Prograni Passed Through Missouri State Fmergency Management Aeency- Car"a Corps Dis'as'ter Grants - Public Assistance (Presidentially Declared Disasters) (1) Ilomdond Security Grant Chemical Stockpile Fmergency Preparedness Program 'FOIAI.0 - S - DEPARTMENT OF HOMELAND SECURITY ' TOTAL FEDI RAI. (I) Identified major program. 97.090 INTS020811SLR050 $ 28,651 97.053 2006 GF- 16-0067 5 21096 2007 -GE -T7-0034 _. _ 142 22,1+8 97.036 4FEMA-1748-DR-MO S 298,206 411 MA -1749 -DR -MO 54,307 112,51 97.067 2006 -GE -T6-0067 274,878 97-044 EMW-2007-FF-00176 5-616 The Accompanying Notes to Schedule of Expenditures offederal Awards Are an Integral Part of -This Report. 115 5 683.896 x.385 739 City of Cape Girardeau, Missouri NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS Year Ended June 30, 2008 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES A. Propose of Schedule and Reporline Entitv: ., The accompanying Schedule of Expenditures of Federal Awards has been prepared to comply with OMB Circular A-133. This circular requires a Schedule of Expenditures of Federal Awards showing total expenditures for each federal financial assistance program as identified in the Catalog of Federal Domestic Assistance (CFDA) and identification of programs that have not been assigned a CFDA number as "Other Federal Assistance". The schedule includes all expenditures of federal awards administered by the City. B. Basis of Presentation: The Schedule is presented in accordance with OMB Circular A-133, which defines federal financial assistance "...assistance that non-federal entities receive or administer in the form of grants, loans, loan guarantees, property (including donated surplus property), cooperative agreements, interest subsidies, insurance, food commodities, direct appropriations, and other assistance, but does not include amounts received as reimbursement fm 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. 116 City of Cape Girardeau, Missouri SCHEDULE OF FINDINGS AND QUESTIONED COSTS For the Year Ended June 30, 2008 1. SUMMARY OF AUDITORS' RESULTS: Financial Statements Type of Auditors' report issued: Unqualified Internal control over financial reporting: • Material weaknesses identified? yes X no • Significant deficiencies identified that are not considered to be material weaknesses? 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 programs: Unqualified Any audit findings disclosed that are required to be reported in accordance with Section 510(a) of Circular A-133? yes X _ no Identification of major programs. CFDA Number Name of Federal Program 20.106 Airport Improvement Program 97.036 Disaster Grants - Public Assistance (Presidentially Declared Disasters) Dollar threshold used to distinguish between type A and type B programs: $300,000 Auditee qualified as low-risk auditee: X yes no 117 2. FINANCIAL STATEMENT FINDINGS: 08-1 Actual fund expenditures exceeded budgetary limits. Criteria: According to Section 67.080, RSMo, no expenditure of public moneys shall be made unless it is authorized in the budget. Condition: Actual expenditures of the Airport, Motor Fuel, Softball Complex, and Fleet Management Funds exceeded their approved budgets by $125,798, $4,532, $1[,523, and $191,904, respectively.. Questioned Costs: None. Context: Actual expenditures of the Airport, Motor Fuel, Softball Complex, and Fleet Management Funds totaled $2,972,486, $43,932, $537,948, and $1,193,193, respectively. Effect: The City is not in compliance with state budgetary law. Cause: Management oversight. Recommendation: We recommend that the City Council refrain from authorizing expenditures that exceed budgetary limits. If additional expenditures are necessary, the budget should be amended in accordance with the provision of Chapter 67 of the Revised Missouri Statuses. Management's Response: Management routinely seeks additional appropriations for items not included in the original adopted budget and never intentionally expends funds that have not been appropriated. Costs of resale merchandise, allowances for bad debts, internal charges, and .. transfers to other City funds account for the majority of the over - budget items. Management feels these items do not represent an expenditure of City funds. They were covered by additional revenue, reversed revenue previously recorded, or resulted in a revenue to another City fund. The most significant expenditure that was an expenditure of public funds was $89,139 on a capital project completed this year that was budgeted but not spent in a previous year. Since that appropriation expired at the end of that year it should have been appropriated again this year. 3. FEDERAL AWARD FINDINGS AND QUESTIONED COSTS: No findings or questioned costs were noted that are required to be reported. Its City of Cape Girardeau, Missouri SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS For the Year Ended June 30, 2008 SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS 07-1 The City did not have internal controls in place to meet procurement, suspension, and debarment requirements. Status: implemented. 07-2 The City did not have internal controls in place to meet the Davis-Bacon Act requirements. Status: hmplemented. 119