Loading...
HomeMy WebLinkAbout2003-2004.AuditReportsCITY OF CAPE GIRARDEAU, MISSOURI FINANCIAL STATEMENTS June 30, 2004 BEUSSINK, HEY, ROE, SEABAUGH & STRODER, L.L.C. Certified Public Accountants CITY OF CAPE GIRARDEAU MISSOURI TABLE OF CONTENTS FINANCIAL SECTION Page No. INDEPENDENT AUDITORS' REPORT 1-2 REQUIRED SUPPLEMENTAL INFORMATION MANAGEMENTS DISCUSSION AND A3,;ALYSIS 3-13 BASIC FINANCIAL STATEMENTS GOVERNMENT -WIDE FINANCIAL ST'AT'EMENTS STATEMENT OF NET ASSETS 14-15 STATEMENT OF ACTIVITIES 16-17 FUND FINANCIAL STATEMENTS GOVERNMENTAL FUNDS FINANCIAL STATEMENTS BALANCE SHEET 18-19 RECONCILAT'ION OF THE BALANCE SHEET OF GOVERNMENTAL FINDS TO THE STATEMENT OF NET ASSETS 20 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES 21 ,. RECONCILATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES 22 PROPRIEPORY FUNDS FINANCIAL S I ATEMENTS STATEMENT OF NET ASSETS 23 STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS 24-25 STATEMENT OF CASH FLOWS 26-27 FIDUCIARY FUNDS FINANCIAL STATEMENTS STATEMENT OF FIDUCIARY NET ASSETS 28 NOTES TO FINANCIAL STATEMENTS 29-64 J REQUIRED SUPPLEMENTARY INFORMATION ' STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GENERAL 65 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ' ACTUAL-AIRPORT 66 STATEMENT OF REVENUES, EXPENDITURES, AND ' CHANGES 1N FUND BALANCES - BUDGET AND ACTUAL - PARK & RECREATION 67 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL- TRANSPORTATION SALEST'AX _ TRUST FUND 68 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL- DEBT SERVICE 69 SCHEDULE OF FUNDING PROGRESS - PENSION PLAN 70 NONMAJOR FUND FINANCIAL S'IA'I EMEN"I S STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - FLOOD PROTECTION 71 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES 1N FUND BALANCES -BUDGE I AND' ACTUAL- VISION 2000 72 + STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET .AND .. ACTUAL- CONVENTION AND TOURISM 73 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL-DOWNTOWN BUSINESS DISTRICT 74 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - HEALTH 75 _ STATEMENT OF REVENUES, EXPENDI LURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL - MOTOR FUEL TAX 76 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND _ ACTUAL - CAPITAL IMPROVEMENT SALES TAX - FLOOD CONTROL 77 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGE IAND ACTUAL - CAPITAL. IMPROVEMENT SALES TAX - WATER SYSTEM IMPROVEMENT 78 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL- CAPITAL IMPROVEMENT SALES TAX - SEWER SYSTEM IMPROVEMENT 79 STATEMENT OF REVENUES, EXPENDITURES, AND (CHN LANCES IN FUD BALANCES- BUDGET AND ACI UAL -'I RANSPORIATION SALES TAX TRUST FUND 11 80 STATEMEN FOE REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET' AND AC]I AL -GENERAL CAPI"TAI. IMPROV EMF.N I'S 81 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -- BUDGET AND ACTUAL-STREE"TIMPROVEMEN IS 82 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGETAND ACTUAL -PARK IMPROVEMENTS 83 STATEMENT OF RE VENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL - COMMUNITY DEVELOPMENT BLOCK GRANT PROJECT 84 STATEMENT' OF REVENUES, EXPENDITURES, AND .� CHANGES 1N FUND BALANCES - BUDGET AND ACTUAL FAU GRANT PROJECTS 85 STATEMENT' OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGETAND ACTUAL - CORP FLOOD CONTROL PROJECTS 86 STATEMENT OF REVENIJES, EXPENDITURES, AND _ CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - SEWER 87 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL -WATER 88 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - SOLID WASTE 89 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GOLF COURSE 90 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL- SOFTBALL COMPLEX 91 STATEMENTOF REVENUES, EXPENDITURES, AND CHANGES 1N FUND BALANCES - BUDGET AND ACTUAL -MANAGEMENT INFORMATION SYSTEMS 92 S"TATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL- FLEET MANAGEMENT 93 S FATEMENT OF REVENUES, EXPENDI"TURFS, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL -FRINGE BENEFITS 94 STATEMENTOF REVENUES, EXPENDITURES, AND „ CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - RISK MANAGEMENT 95 STA"I'EMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES -BUDGET AND ACTUAL - EQUIPMENT REPLACEMENT 96 W ANNUAL FEDERAL FINANCIAL COMPLIANCE SECTION REPORT ON COMPLIANCE WITH REQUIREMENTS APPLICABLE TO EACH MAJOR PROGRAM AND INTERNAL CONTROL OVER COMPLIANCE IN ACCORDANCE WITH OMB CIRCULAR A-133 97-98 REPORT ON COMPLIANCE AND ON INTERNAL CONTROL OVER FINANCIAL REPORTING 13ASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH (;OVh'RNA41',VT A (011ING S7ANUARUS 99-100 SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 101-103 NOTES TO SCHEDULE OF EXPENDITURE OF FEDERAL AWARDS 104 SCHEDULE OF FINDPGS AND QUESTIONED COSTS 105-106 SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS 107 BEUSSINK, HEY, ROE, SEABAUGH & STRODER, L.L.C. Certified Public Accountants 16 So. Silver Springs Road 4018 Sycamore 105So.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 INDEPENDENT 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, 2004, 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 an opinion 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 opinion_ In our opinion the financial statements referred to above present fairly, in all material respects, the financial position of 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, 2004, and the respective changes in financial position and cash (lows, 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 Audiiing Standards, we have also issued a report dated November 18, 2004, on our consideration of the City's internal control over financial reporting and our tests of its compliance with certain provisions of laws, regulations, contracts, and grants. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be read in conjunction with this report in considering the results of our audit The management's discussion and analysis and budgetary comparison information on pages 3 through 13 and 65 through 69, are not a required part of the basic financial statements, but are supplementary information required by the 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 supplementary information. However, we did not audit the information and express no opinion on it. Our audit was performed for the purpose of forming an opinion on the financial statements that y collectively comprise the City of Cape Girardeau's basic financial statements. The individual nonmajor fund financial statements are 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, Audits ojStates, Local Governments, and Non -Profit Organizations, and is not a required part of the basic financial statements of the City of Cape Girardeau, Missouri. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, is fairly stated in all material respects, in relation to the basic financial statements taken as a whole. BEUSSINK, HEY, ROE, SSEAAB'A�UGH/& S'FRODER, L.L.0 + X, 17i Fol. 1ae.lo+ig5 d- Cape Girardeau, Missouri J November Is, 2004 REQUIRED SUPPLEMENTAL INFORMATION CITY OF CAPE GIRARDEAU, MISSOURI Management's Discussion and Analysis The discussion and analysis ofthe Cinof Cape Girardeau's financial performance provides an overall to,ic, of the Citv's financial activities for We fiscal year ended lune 30, 2004_ The intent of Ihis discussion and analysis is to look at the City's financial performance as a whole. Readers should also rcN new the basic financial statements and related notes to those statements to enhance their understanding of the City s financial performance. Financial Highlights o The assets of the CAN of Cape Girardeau exceeded its liabilities at the close of the most recent fiscal year be $98,719,488 (net assets). Of this amount, $35,945,569 (uuestricted net assets) uta}' be used to meet the CaNs ongoing obligations to citizens and creditors. u As of lire close of the ciorenl fiscal Near the City of Cape Ghardezu's gocenunental funds reported combined ceding fund balances of $29.270,721 Approximateh, 62 percent of this total anrounL $18,753.706 is available for spending at the govemmcnt's discretion (unrescn'cd fund balance). o At the end of the cuncan fiscal year, unrcscrecd fund balance for the goucral fund oas $1. 110.552 or 8.4 percent of total gmreral fund expenditures and transfers. Fund balance rescr cd for emergencies for the general fund was $2,880,567 or 17.0 percent of total general fund expenditures and transfers. o The Cts of Cape Girardeau s total long -tern debt decreased b} 54,968,668 (6 4 percent) during the current fiscal year. The kev factor in this decrease bras the $5,946.561 in principle pavmcnts. 0,an imv of the Financial Statements This discussion and anal,sis are ulcuded to serve is ;in introduction to the Cily of Cape (3uarder, s basic financial statcmcnk. I he Cin' of Cape Girardeau's basic financial statements comprise tuee components. 1) government-e'ide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supptementan' information in addition to fire basic financial statements themselves. Government -wide financial statements. The govcrnnhent-wide financial statements are designed to provide readers with a broad overview of file City of Cape Girardeau's finances, in a manner similar to a private -sector business. The shalcment of net assets presents information on all the Cih's assets and liabilities, with die difference betocen the two reposed as net assets. Over Inti increases or decreases in tic( assets mac scree as a useful indicator of nehether the financed position of the Citic is improving or deteriorating. The statement of actintics presents information showing how the Ctv's net assets changed during the most recent fiscal year. All changes in the net assets are reported as soon as the underlying eacnt giving rise to the change occurs_ regardless of the liming of the related cash l( .os. 'Thus. rccenues and c,penscs arc reported in the statement for some turns That refit ons' result in cash ion's in Faure fiscal periods to g.. uncollected taxes and caned but unused vacation IcaNc). Both of the government -o ide financial slatcmcnts distinguish functions of the CAN of Cape Girardeau that are principally supported b} taxes and intergovermnenlal revenues (go,ar mental activities) from other Fractions that are intended to recoNor all or a significant portion of their costs through user fees and charges (business -type activities). The govenunenlal act ivibes of the Cin of Cape Girardeau include administrative seryices, devclop meand sen ices, parks and recreation, public safely, and public corks. The business - type actnitics of the Cin' include sewer. cater, and solid o'aslc utilities and golf course and softball complex operations. 'I lie government -aide financial statcmcnts can be found on pages 14 to 17 of this report CITY OF CAPE GIRARDEAU, MISSOURI Fund financial statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City of Cape Girardeau, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance -related legal requirements. All of de funds of the Citcan be divided into three categories_ governmental funds, proprietary funds, and fiduciary funds. Goxernmomal Funds. Go, crnn ental funds are used to account for essentials the same functions reported as governmental activities in the gm-ernnment-wide financial statements. However, unlike die govermnent-w'ide financial statement, governmental fund Financial statements focus on near -teen inflows and outflows of spendable resources, as well as oro balances of spendable resources available of the end of Ilio fiscal }'ear. Such infannigion mac be useful in cvalluding a government -s scar-Icnu financing requirements_ Because the focus of the governmental finds is narrower than that of the government -wide financial statements, itis useful to compare the inkin onualion presented for guvenuuculal Itmds with similar information presented for governnicmLiI act idlics in the goverunenl-wide financial statenenls. Ile doing so, readers umv beller understand the long-tcmt impact of time governments near term financing decisions. Both fife gcw crinin ind fund balance sheet and the goeernnental fund stawntmn of revenues, expenditures, and changes in fund balances provide it reconciliation to facilitate this comparison between governmental funds and gowcrnmental acttvdics. 'fle ON of Cape Girardeau maintains 22 individual gmemmcnlal funds. Information is presented separately in die governmental fund balance sheet and in the gowerunental fund statement of rix°critics, expenditures, and changes in fund balances for the general, airport, parks and recreation- transportation est Il and debt service funds- which are considered, or ham -e been designated to be major funds of the Cin'. Data from the other govcrnmcntal funds are combined into a single, aggregated presentation 'Ihe Cit' of Cape, Girardeau adopts annual appropriated budgets for all its gocemmcntal funds, excluding its water system improvements capital project fund, which has a project length budget. Budgetarycomparison slalemctlts have been provided for all major governmental funds as part of the financial statements to demonstrate compliance with this budget Budgctan comparison statements for de remaining governmental funds are present as supplemental information. The basic governmental fund financial statements can be found on pages 19 to 21 of this report. proprietary funds_ The Cit) of Cape Gimrdcau maintains two types of proprietary funds_ Enterprise funds are used to report the &dine functions presented as business-qpe activities in the govermuct*widc fimncial statements. The Citi used enterprise funds to account for its sewer, water. and solid waste utilities and its golf course and softball complex operations. Internal service funds are an accounting device used to zrununulatc and allocate costs inlernully among the CnN s lotions functions. the Ctq, uses m cnu4 service funds to account for operation of its nanagmnent infornmalion systems, fleet nlanagmncnt self-insured employee benefits mrd workmen's compensation programs, and its internal equipment leasing program. Pmpricur) funds provide the sane t}'pe of infornmoon as the gowenuncnl-wide finaeial statements, only in more detail. The proprictarm' fund financial statcuents provide separate information for die sewer, mutter, and solid [caste utilities and golf course and softball complex operations. All of these are considered, or have been designated to be major funds of the Cil). I'le internal service funds are combined into a single_ aggregated presentation in die propnetarw fund financial statements. The basic proprietary fund financial statements can be found on pages 23 to 27 of this report Budgetan comparison statements for all die proprietary funds are present as supplemental information. Notes to the Financial Slalemcnts. The notes provide additional infonnalion Ilial is essential to a full understanding of the data provided in the government -wide and fund financial sultancnts. I he notes to Che financial statements can be found beginning page 29 of this report. CITY OF CAPE GIRARDEAU, MISSOURI Government -wide Financial Analysis As noted curlier, net assets may serve over time as a useful indicator ofa government's financial position, ht the case of the City of Cape Girardeau, assets exceeded liabilities by $98,719,488, an increase of 312,485,218 (1458n). The largest portion of the City's net assets (56.1 vin) reflects its 555,395,281 inveshnent in capital assets (land, buildings, machinery, and equipment, less related debt used to acquire those assets that is still outstanding. 'this net investment increased $9,989,188 (21.8%) during the current fiscal year The City uses these capital assets to provide services to citizens; consequently, these as'se(a arc 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 (]its debt mustbe provided front other sour ccs, since the capital assets douses es cannot be used to liquidate these liabilities_ An additional portion of tire City's net assets (7.5 percent) represent resources that are subject to external restrictions on how they may be used The portion of City's net assets subject to external restrictions decreased 5934,982 (11.2%) from the previous year. The remaining balance of unrestricted net assets ($35,945,569) may be used to Meet the City's ongoing obligations to citizens and creditors. This reflects a $3,522,012 (10.9%) increase Ginn the previous year. At the end of the current fiscal year, the City is able to repot't positive balances in all three categories ofnet assets, both for the government as a whole, as well as for its separate govemnlcntal and business -type activities. The saute situation was true of the prior year. City of Cape Girardeau's Net Assets Govcmmen dal Business -type Activity Acbvitles Totel 2004 2003 2004 2003 2004 2003 Current and other assets 35,969,565 35,172921 15,134,449 15,443,932 51,104014 50,616,853 Capltal assets 35,471,858 3Qe9$334 90,074,585 88,910,550 125546443 119,002.884 Total assets 71 441 423 65 105,209,034 104,354,482 176,650,457 169.619.737 Long term liabilities outstanding 26,078,559 28484.900 41,603,589 44,013465 67,682,148 72,498, 365 Other liabilities 5,307,980 5,555,608 4940,841 5,331,495 10,248,821 10,887,103 Total tnteloies 31 386.539 __ 34,040,506 46,544,430 49,344,960 77,930,969 83,385,468 Net assets- Invested In capital assets, Net of related debt 7,594,751 - 47,800,530 45,497,093 55.395,281 45,497 093 Restricted 4,145.825 5,295,318 3,232,813 3,018,301 7,378,638 8,313,620 Unrestricted 28,314,308 25,929429 _ 7,631261 6,494,128 35,945,569 32423.557_ Total net assets 40,054,884 31,224,747 58,664.604 55009522 98719488 86234270 CITY OF CAPE GIRARDEAU, MISSOURI Governmental activities. Governmental activities increased the City of Cape Girardeau's net assets by 58,830,137 (compared to S5,879,960 in the previous fiscal year) thereby accounting for 70.9 percent of the total growth in the net assets of the City_ Increases in net investments in capital assets during the fiscal year accounted for $7,594,751 (8611 of the total increase in net assets during the year. r City of Cape Girardeau's Change in Net Assets Governmental Business -type activities activities Total _2004 2003 2004 2003 2004 2003 _ Revenues: Program revenue'. Charges for service 3,674,203 3.499.174 10.999,838 10,500,306 14,674,041 13,999,480 Operating grants and contributions 727,573 789,060 2,074 76,451 729,647 865,511 Capital grants and contributions 4,788,186 3,389,155 1,120.725 1,581,285 5,908,911 4,828,888 General revenues'. Property taxes 1,965,644 1994,052 - 1,965,644 2,135,604 Sales taxes 15,833, 767 15292,064 - - 15,833767 15,292,064 Othertaxes 6,844,990 6.668728 - - 6,844,990 6,668728 Other 722,415 _ 958,271 368.522 593,603 1,090,937 1,551,874 Total revenues 34,556,778 32,590,504 12,491,159 12.751,645 47,047,937 45.342,149 Expenses Administrative 4,761,113 3,971,271 - - 4761,113 3,971,271 Development Services 1,681,388 1.663 087 - - 1,681.388 1,663,007 Interest and other casts 1,386.261 1400,715 - - 1386,261 1,400]16 Parks and Recreallon 2,866.313 2,756.068 - - 2,866,313 2,756,008 Public Safety 8,911,466 8,665,488 - - 8,911 465 8,665,488 Public Works 2,709,140 2,369,477 - 2,709,140 2,369,477 Sewer - - 3.987,359 4,108,588 3987,359 4,100,588 Water - - 4,808,229 4912233 4,808,229 4,912,233 Solid Waste - 2,501,842 2,283,361 2,501,642 2,283,361 Gaff Course - - 571458 523,007 571,450 523,007 Softball Complex 416,196 405,814 416,196 405,814_ Total expenses 22315,681 20,825,106 12,285,084 12,233,003 34,600,765 33.059.109 Increase In net assets before transfers 12,241,097 11,764,390 206,075 518,642 12,447.172 12,283,040 Transfers (3,410,960) (5,884,5387_ 3.410,960 5,884,538 _ Increase In net assets 8830.137 5,879,860 3,617,035 6403,180 12,447,172 12283,040 Net assets 7/1/2003 31,224,747 25,344.887 55,009,522 48,606,343 86,234,270 73,951,230 Prior period edlucmenta - 36,047 38,047 Net assets 6/30/2004 40,054,884 31224747 58,664,604 56,009,523 98,719,489 _ 86,234,270 r CITY OF CAPE GIRARDEAU, MISSOURI Activity in the following revenue and expense items should be noted for the current Fiscal year: Revenues • Sales tax revenue grew 3.5 percent over the previous year. This reversed the trend of below normal sales tax grow (It that had plagued the City over the previous four years. Most of the sales tax growth occurred in the last four months of the fiscal year. This could be the result of an improving economy and the possible recapture of our share of the regional retail market. See the discussion later in this report for more analysis of regional retail market. • Capital grants and contributions increased $1,399,031 (41.3%) over the previous year. The City saw a major project at its regional airport (95% grant -funded) and a bridge on Bloomfield Road (80' o grant -funded) completed during the year. In the current year $2,083,376 of donated assets and infrastmemre were recorded. This was $904,290 (76.7%) greater than the previous year. The portion of mirror rlcture costs that were charged benefiting property owners decreased $663,622 (42.70/,',) this year from the previous year. • Other taxes increased $176,262 (2.6%) over the previous year. Convention and tourism taxes, franchise taxes, business license taxes, and motor fuel luxes grew $64,128 (5.2%), S25,832 (.9' ,"), $S0,059 (5.5%), and $51,593 (3.6%) respectively. City taxes decreased 516,977 (11 A%) from the previous year. • Other rvaire decreased $?35,856 (24.6%d it out the precious ycao Investment earnings decreased $326.221 (36.6%).'flit rnd of ycor adjustment of investments to mu[kct volae ($154019), using lice um it laced cash lit payoff dcbI over the past Iwo years, and main ring investments being re, it, csted at lower rules arc the main ve it tri hu ors to This dcolin, . The sales of excess right of way totaling 586,865 helped offacl some ofthe decline iu i no estmea t revenue. r Expenses • ,\dl l l l ill$ (r'd llA l' exper Is, to c, S%C89,842 (11) )9".) 1116 Vor,L Don lig 11 re vet,r 11lC t ity paid Southeast Mlssoau, StoIC I ini,e.Ally 8669,726. 1 bele ptIx1 I ie, i is,c,, lMade put ,nallt to art agreement i 1 w11 to 111110 o'Ity of) bgalet] a ouiIiorl 111 its Ior eliM otcl aorl Restalll'a 111 favc4 to pay to $89 million ofthe cous lnlc lion costs oa River Ca in pas Performing Arts Ceti ot, Also during this year die Cily pal on m1 air show at a coat of S 104,830. • Public works increased $336,663 (14.2Rb) this year. During the year the City completed a to to year project to remove a waste lagoon from a Irailet park located in the City. The costs incurred Ihis year were 598,310 greator than the previous year_ Depreciation expense frons infrastructure was ' S21 1,143 more this year than the previous year. • Transfer, to other funds declined S2,473,578 (42.0%) The major factor in this decrease was That ,. file transfer of sewer and water capital projects from government activities to the water and sewer funds ocoo $2,507,050 less this year than the previous year. • Development scrcice. parks and recreation. and public safety increased S 16,301 (I.I%), S110.245 (4 (Vi',), and S245,978 (2.8%) respect, , e1y this year. CITY OF CAPE GIRARDEAU, MISSOURI The chart below illustrates the surplus' or net subsidy required Cur different key City programs 8 Seftball Conplex B GOR course EEP Solid Waste Sew er m ESNase Water mFevenue Poblic Works a '.I f -Labbe Safety _--' Parks 8 Recreatbn LIeveloprrient Sery Admnistrative - 1.500 ,000 3,000,000 4,500,000 6,000,00 7,50,000 9,000,000 The it l us lrati on above..takes it clear that all the guvcnunental activities with the exception of public works and sons ..l the business -type activities of the (IN required it subsidy by taxpayers.' I' he solid waste and water buslncss-type activitic, wcrc Self -suppotling. Public coc Is reeived capital grants and cont-ibulious totaling $2,849,744 during the current year causing their revenues to exceed their operating expenses. However, these revenues are used for investments in the City's road sys'Icros and were not used to cover operatirrg axpcnscs. SourcRevenues Im e -Activities The chart to the right summarizes the sources of revenue front government activities. The three wra=�.. mr eo•�r�mam.r.=orate. main sources of revenue and their share of total goccntmental revenues arc sales tax (45.8%), other taxes (19.S%) and charges for service e+ r A little over half the sales la% revcnuc is general fund revenue and represents 49.6 percent of the`.Ilia ` total general hand revenues. The remaining sales -v.. taxes are r transportatin Po o, sewcq and water 1°'s`°"`° m°iasv. pm)ccts_ gwxm as as m� jos. ,., The general fund accounts for 243to of the service charge rcvenuc. This represents 12,V"') ofthe lotal general fund revenues. 8 CITY OF CAPE GIRARDEAU MISSOURI Business-lupeactivil ics' Rusiness-type activities increased the City of Cape Gnardeau's net assets by $3,617,035 thereby accounting Cor 29,1 percent c the total growth in the net assets of the City. Transfers from governmental activities totaling 53,410,960 accounted for die 94.3 % of the increase. This compares to transfers from goverruriental activities in the previous year of $5,884,538 which accounted for 91.9ii. of that year's net asset increase. Transfers of water and sewer system improvements totaling $1,007,069 and sales tax revenue for bond payments totaling %1983,082 make up most oftlte total transfers. Last year transfers of water and sewer system improvements and sales tax revenue for bond payments were S3,163,403 and $2,088,062 respectively. Net program revenue and general revenue front the sewer, water, solid waste, golf, and softball operations snake up the te"rm"ing increase in hustncss-type activity net assets. Net program revenues s ,,, e $to 66,043), 8758,833, S95,578. $(77,086), and $(273,729) respectively in this ycnr. This compares to net program re,enur, of ,4(644, 121), 5497,921, SI 17,358, $210,869, and $(262,789) respectively hour the previous year. Revenues for business -type actiAies ¢„um, 0 I'll or ore Financial Analysis of the City's Funds As nosed earlier, the City ofCape Girardeau uses hind accounting to ensure and demonstrate compliance w tit fi nance-rclaled legal requirements. G overnmen tat funds. The focus ofthe Citv's governmental funds is to provide information on near -tern, inflows, outflows, and balances of Spendable resources'. Such information is usefirl in ass'ess'ing the City's financing requirements. [it particular, unreserved fiord balance may serve as a usefirl measure ofdte City's net resources available for spending at the end of a fiscal }'car_ As of June 30, 2004, the City's governmental funds reported combined ending fund balances of $29,270,721, an increase of $976,518 in comparison with the prior year. Approximately 61 7 percent ($18,753,707) constitutes unreserved fund balance, which is available for spending at the City's discretion. The remainder oftlte fundbalanee is reserved to indicate that itis not available for nmv spending because it has already been coninihed I ) to meet the City's chartered required emergency reserves (53,705,620), 2)to fund purchase orders open at Ilse end of the year ($2,367,685), 3) to set aside fund balance not currently available for expenditure equal to long-temt loans due from other City funds ($1,598,690), 4) to set aside fund balance 1101 currently available for expenditure equal to long- term loans due from Renaissance Aircraft LLC for purchase of airport nianufactunng facility from the City ($1,989,774), 5) to pay debt service ($343,376), and 6) restricted to a specific use ($511,870). The general fund is the chief operating hand of the City_ At the end of fiscal year ending June 30, 2004, unrescrved fund balance of the general fund was $ 1,430,552 while total fund balance was S6, 165,988. As a measure of Ilse general fund's liquidity, it may be useful to compare both unreserved fund balance and total fund balance to total fund expenditures. Unreserved fund balance represents 8.4 percent of total general fund expenditures. However, included I,, the reserved hand balance is $2,880,567, which had been a,a �ed Io "tett the ( ly ( I'atcr's cmcrgt c} ...mire. uirement. ibis amount rcprescnfs' 17 U percent "floral general fund expeuSt u ms' dud C"IIII he used ifail etuergericy was deviated by the City QInI1CIL The fund balance of the City of Cape G irai deau's general fund increased by $261,239 during file fiscal year ending lune 30, 2004. Key factors include' o Sales tax revenue grew 3.5 percent over the previous year, which was $16,559 (.2%) more than przjccted for the adopted budget. This reversed the trend of below our "iat sales tax growth that had plagued the City over the previous four years. o Franchise tax revenue grew .9 percent over the previous year, which was 581,979 (2.9%) more than projected for the adopted budget. This resulted from conservative r, cure projections used in the adopted budget for fiscal year ending June 30, 2004. CITY OF CAPE GIRARDEAU, MISSOURI o Municipal Court revenue increased 2.2 percent over the previous year which was $47,828 (5.0%) less than projected for the budget This was an improvement over previous year which saw a 7,4% decline as a result of personnel vacancies in the police department. This year budget assumed a reversal of the police personnel vacancies which did not occur o Husiuess license revenue increased 5.5 percent over the previous year which was $28,384 (3.0%) more than projected for the budget. This resulted mainly from the collection of prior yearn' de l inquencics. o Other license and permit revenue increased 13 percent over the previous year which was $29,641 (182°6) more than projected for the budget This resulted mainly from increases in revenue from liquor licenses and building pennils. o Service charge revenue decreased 6.4":,) front the previous year which was $77,871 (7.9°io) less than projected in the budget. This resulted front City capital projects not requiring as much City staffs time. o Included in other financing sources is $86,X65 resulting front the sales ofexcc,, right ifway- o Daring the Currant Ibscal year the ( 'ily spent $426,516 (2.746) less than approved in the budget. o Expenditures far personnel costs were $326,437 (2.81Y,) less than approved in the budget resulting mainly from position vacancies. o Expenditures for public transportation, which is a portion of developmental services costs, decreased 7.9 percent over the previous year which was $68,454 (20.9%) less than the adopted budget as a result of less usage of the program. In the prcvioas Year this expense decreased over 10%, also the result of decreased usage. The debt service fluids have o total fund balance of 5421,580, all of which is reserved to pay debt service costs and to meet emergency reser'e 10 requircmcn6'. The net decrease in fund balance during fiscal year ending June 30, 2004 in the debt service funds was $688,439. The primary cause of the decreased fund balance was the use of accumulated funds for the early rctircment of several outstanding bond issues. Proprietary funds. The ('try of Cape Girardeau's enterprise funds are all presented as major fluids for purposes ofthis report. As a result, all statements related to the enterprise funds are presented at the government -wide level. The City docs have Internal Service fiords, which are reported in the fund statements. Generali ad Budgetary Highlights Differences between the original operating budget and the final amended operating budget were 593,400 (.5%) over the original budget amount The changes can be summarized as follows' o $25,050 to cover the buyout of pmpm'lics located is flood prone areas_ 0 568,350 to cover the uubudgetcd costs of buying police equipment and a police vehicle fur the DARE program. The above appropriations were funded by gnats and donations. Additionally, budget appropriations totaling 576,000 were Iransfcrrcd Gam Administrative to Development Services and parks and RCCrealious to ewer additional operating expenditures. Also $40,000 in oppropri al inn was transbarred from Public Safety to Transfers Oct to the Golf fork to cover a projected operating loss in that fund. Capital Assets and Debt Administration Capital Assets. The City of Cape Girardeaa's investment in capital assets for its governmental and business -type activities as of June 30, 2004, amounts to $125,546,443 (net of accumulated depreciation). This investment in capital assets includes land, buildings and system improvements, machinery and equipment, and infrastructure completed during the current fiscal year. The City has not yet completed its inventory and analysis of its roads, highways, and bridges as capital assets of lite City. As a result the values that these assets represent are not yet a part of this report. The GASB has granted additional time for the City to accomplish this task. A4'e believe it will be CITY OF CAPE GIRARDEAU, MISSOURI accomplished for the report on Fiscal year ending June 34 20(1 Cil, Capital Assets 0 Construction costs totaling $966,781 on water sesten) projects reeve incurred taus year. A capital nuproventent sales tax rias originally approved in t996 to complete a specific list of inapro,enlcnis to the rester s,stem totaling approsimn(ch $26.500,000. Theabo,e costs represent part of those improvements. The most significant project on the original list was the expansion and upgrade of iler plant 01 at an estimated cost of $17.700.000 Most of the projects on the list are nor, complete. At (Ile end of the year, the expansion and upgrade of rralcr plant 8t was approximately 90% complete 0 Construction costs totaling appromotatel}' $80.000 were also incurred on street projects not included on the transportation sales tax list of projects. G lay of Cape Girardeau's Capital Assets (net of depreciation) Major capital asset events during (he current fiscal .,car included (he following: n Construction costs totaling $2.0 33,090 on approved transportation sales Ins projects , ccc incurred Ihts,ear. This tuxwas or erinalhapproved to complete a specific list of street projects. which also included amorous for street repair mid overla, sidewalk construction and repair, and street light installation and upgnldes. o Constriction costs totaling approximack $250.000 were also incurred on hood and slorrho Ater control projects. o Construction costs totaling $985.219 on sewer system projects wcm incurred this Near. A capital impro.,cmenl sales las was ongtnalk approved to 1994 to complete a specific list of tnlproNonents to the sewer s,stem. Ocer $11,350.000 in rc,cnue bonds lace been issued through (lac Slate Revolting Lann Governmental Business -type Activity Activities Total 2004 2003 2004 2003 2004 2003 Land 4018023 3,985,023 248,109 248,109 4,266,132 4233.132 Buildings and systems 7322,904 1342,990 3,019,057 3,201]30 10,341961 10.544.720 Improvements other than buildings 3.726,299 3,409,507 61,573,730 60,151,944 65,300,029 63,561,451 Equipment 2,538,680 2,142343 2,056,271 2,026,845 4,595,951 4,169,188 Infrastructure 17026,002 9,728,859 - - 17,026,002 9.728,859 Construction in progress 838,950 3,483,612 23,177,418 23,281922 24,016,36B 26,765533 Total 35,471,858 30,092,334 90,074,585 88.910 550 125548,443 119,002,883 Major capital asset events during (he current fiscal .,car included (he following: n Construction costs totaling $2.0 33,090 on approved transportation sales Ins projects , ccc incurred Ihts,ear. This tuxwas or erinalhapproved to complete a specific list of street projects. which also included amorous for street repair mid overla, sidewalk construction and repair, and street light installation and upgnldes. o Constriction costs totaling approximack $250.000 were also incurred on hood and slorrho Ater control projects. o Construction costs totaling $985.219 on sewer system projects wcm incurred this Near. A capital impro.,cmenl sales las was ongtnalk approved to 1994 to complete a specific list of tnlproNonents to the sewer s,stem. Ocer $11,350.000 in rc,cnue bonds lace been issued through (lac Slate Revolting Lann CITY OF CAPE GIRARDEAU MISSOURI Program to complete these projects. Most of the projects on the list are now complete. At the end of tire ,car. only the South Ramsey branch Ldl Station was not coulphae Additional information about the City s capital assets can be found in note D of this report. The only increases in debt during the fiscal }ear represented a $121,500 note issued to purchase a street swcapon During the van $I 090,000 of Ute 1997 certificates of participation (lite in fiscal scars ending June 30, 2005 through June 30, 2007 were retired earl,. More information about the Cay s outstanding debt can be found in note E to the financial solenoids Cityof Cape Girardeau's Outstanding Debt Year ended 2004 Governmental Business -type Activity_ _ Activities Total 2004 2003 2004 2003 2004 2003 Notes payable 475,141 400.000 - - 475,141 40.000 Special obligation bands 1,769,295 1923,117 1,113,800 1,283,721 2,883,096 3,206,838 Revenue bonds 22,097,140 22,872,546 43,727,789 45,771,744 65,824929 68,644,290 Certificates of Participation 2,815,531 4264,237 - - 2,815,531 4,264,237 General obligation bonds - 425,000 - - - 425,000 Leasehold revenue bonds 720,000 747000 - - 720,000 747000 27,677.107 30,631900 44,841,590 47,055,465 72,718,697 77.687,365 Lmrg_Icrm debt. AI the end of tire fiscal scar, Ilio City of Cape Girardeau had total debt outstanding of $72,7 18.697. Bonded debt outstanding totaling $65,924-929 is secured by revenues of die sewer and water funds and capital improlenlent salts faxes. Therepnyulent of the remaining debt is subject to annual appropriations. The City s total debt decreased by $5M&2,775 to 2 %) during the year_ The kcw factor in the change was the call, retirement orgeneral obligation bonds totaling $45x1 000. sewer revenue bonds totaling S410.000 and certificates of participation totaling $1190.0110. 12 Economic Factors and the Next Vear's Budgets and Rates During the First part orthis fiscal year the City continued to experience the effects of a slow' economy and loss of some offs regional retail dryly, Hoo -ever, strong growth during the last four months of the fiscal year provided hope that this situation may be improving. Since the Cry is heavily dependent on sales tax revenue for support of its general fund sen ices. ane changes Ihat impact the growth of local retail sales can hove a dranunic impact on die City's ability to God services in the future al their current levels. State and local laws restrict the City -s ability to increase fees to coyer the costs of pro Will" specific son ices to the users of thow scn•ices. CITY OF CAPE GIRARDEAU, MISSOURI Slow_economr. Sales las is a significant mccnua source of the Cin and is a barometer of the local economy_ During the four oars prior to the current fiscal Near. sales tax tolerate grew at an m ehagc rhe of I.1 % o bile inflation grew at an average rate of 2.6%. In the precious four }ears sales tax grew at an average rate of 4.0% while in0atiou grmN at an average rate of 2.3%. This stool doom in sales growllh began in the fiscal pear ending June 30, 2001, a year in which there was no safes tax growth. During die current fiscal Near sales grew 3,51% while inflation grew ala rate of 2. l%_ However, in the current 2005 Fiscal Near, sales taxis growing about V/,, below the iirnation one Regional rclail center. Through most of the 1990 s Cape Girardeau continued to be a regional retail coiner for much of Southeast Missouri and Southern Illinois. During the faller part of the 1990's Capc Glmrchom began to lose its share of the retail market It other COWS ire the region as these cilics added additional retail outlets to their communities. The previous table, which includes the Cily of Cape Girardeau and significant root il centers within a 50 mile radius, shows the percentage of estimated sales made by each fib_to the lolal estimated sales of the five cities. Since calendar Near 2000 the Cin's share of those sales has decreased from 135 percent to 40.7 percent. Activity has taken place since the end of the fiscal year which hope fall N, Will help reverse this (read. In Augusl 2004. Old Nmy opened up a retail outlet in the Westfield Shopping Center. Kohls plans an April 2005 opening and Sears Grand plans a fall 2005 opening. These tree new rclail outlets should enable the Cil, to iinprovc its regional drawing. 13 Staleand Local law Current[ state lave prohibits the City from increasing any permit or license fees AA about a vote, thus making it difficult for the City to whet the increasing costs of pro%iding sen ices associated ovith these revenues. 'The Cin' Chaner prohibits any annual user tee increase of greater than 5% without a cote of the people. Althouglh Ihis provision works well with the more significant user fees such as water and sower rales, it makes raising smaller user fees there cumbersome_ This provision has had it greater impact an the Parks and Recreation Fund where the City has declined up until the fiscal 3 car ending June 30, 2005 to make small increases to CON er increased costs, as a convenience to its users. Prior to these increases. the only park and recreation fees that have been increased since 19971uuce been fees at the golf course. Budget for fiscal year ending Junc hi 2005 and financial condition. The above factors, and many more. helped limit the fiscal 2005 annual budget. Although the budget was balanced. this was acconhplished with nhhhinllun sufan incrc)6Cs. outing some Cin services, an across could 5%increaw in park and recreation fees, and by not adaµntely funding equipment and n atiacnauce needs. The CIA's atrcut financial position was strong in Ilial it has more than adequate financial resources to con or existing claims on those resources. However, the financial condition was less than desirable In h ue 2001 voters approved a '- cent lira' sales las_ As a result of this estci source ofrevcuuc the CII1 Will be iu position to uddrcss mem' public safety wquipnmal needs and snake its pa}' plan more coupclitiNo with other Missouri cilICA . Requests for Information Tuts Financial report is designed to provide a general Olen ]CAN or the Cite of Cape Girardean's finances for all those with an interest in the On's finances. Questions concerning any of information provided in this report or requests for additional financial information should be addressed to the Finance Director. On of Cape Girardeau, PO Box 617. Cape Girardeau. MO 63702-0617, SALES TAX COMPARISON 2000_ _ _2001 2002 _ 2003 Cape Girardeau 43.5% 42.2% 41.3% 40.7% Carbondale 26 47, F72% 2Z7% 283% Jackson 90% 93% 94o, 9.5% Perryville Z31h 73% 72% 70% Sikeston 13 a% 14 a%_ 14.4% 145%_ 1000%1000% 1000% 1000% The previous table, which includes the Cily of Cape Girardeau and significant root il centers within a 50 mile radius, shows the percentage of estimated sales made by each fib_to the lolal estimated sales of the five cities. Since calendar Near 2000 the Cin's share of those sales has decreased from 135 percent to 40.7 percent. Activity has taken place since the end of the fiscal year which hope fall N, Will help reverse this (read. In Augusl 2004. Old Nmy opened up a retail outlet in the Westfield Shopping Center. Kohls plans an April 2005 opening and Sears Grand plans a fall 2005 opening. These tree new rclail outlets should enable the Cil, to iinprovc its regional drawing. 13 Staleand Local law Current[ state lave prohibits the City from increasing any permit or license fees AA about a vote, thus making it difficult for the City to whet the increasing costs of pro%iding sen ices associated ovith these revenues. 'The Cin' Chaner prohibits any annual user tee increase of greater than 5% without a cote of the people. Althouglh Ihis provision works well with the more significant user fees such as water and sower rales, it makes raising smaller user fees there cumbersome_ This provision has had it greater impact an the Parks and Recreation Fund where the City has declined up until the fiscal 3 car ending June 30, 2005 to make small increases to CON er increased costs, as a convenience to its users. Prior to these increases. the only park and recreation fees that have been increased since 19971uuce been fees at the golf course. Budget for fiscal year ending Junc hi 2005 and financial condition. The above factors, and many more. helped limit the fiscal 2005 annual budget. Although the budget was balanced. this was acconhplished with nhhhinllun sufan incrc)6Cs. outing some Cin services, an across could 5%increaw in park and recreation fees, and by not adaµntely funding equipment and n atiacnauce needs. The CIA's atrcut financial position was strong in Ilial it has more than adequate financial resources to con or existing claims on those resources. However, the financial condition was less than desirable In h ue 2001 voters approved a '- cent lira' sales las_ As a result of this estci source ofrevcuuc the CII1 Will be iu position to uddrcss mem' public safety wquipnmal needs and snake its pa}' plan more coupclitiNo with other Missouri cilICA . Requests for Information Tuts Financial report is designed to provide a general Olen ]CAN or the Cite of Cape Girardean's finances for all those with an interest in the On's finances. Questions concerning any of information provided in this report or requests for additional financial information should be addressed to the Finance Director. On 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, 2004 Primary Government Governmental Business -type Activities Activities Total ASSETS Cash and cash equivalents $ 5.834.827 22 $ 315,913.18 $ 6.150,740 40 Investments 19,844,36].96 4,853,765.64 24,698,13360 Taxes receivable 2,]63,056.14 - 2,]63,056.14 Utility charges receivable - 1,198,365.51 1,198,365.51 Special assessments receivable 2,127,286 33 2]4,416.14 2.401,702 97 Interest receivable 366,483.]] 4],150.93 413,63470 Other receivables 2,167,834.85 35,436.58 220327143 Motor fuel receivable 124,68988 - 124,689.88 Grants receivable 507,284.94 5.210.25 512,495.19 Internal balances 1,698,35].14 (1,698,357.14) - Inventory 88,72302 23724519 325.96881 Prepaid items 446,65303 458,124.0] 9047]].10 Restricted cash and cash equivalents - 6,428203 94 6.428,203.94 Restrct.tim,estments - 2,9]8,974.42 2,978,9]4.42 Land 4,018,02321 248,108.90 4266,132.11 A Buildings ],322,904.31 3.019,056.65 10,341,960.96 Other improvements 3,726,299.19 61,573,730 21 65,300,02940 Equipment 2,539,68036 2,056,271.14 4,595,951.50 Infrastructure 1],026.00149 - 17026,001.49 Construction in process 038.949.45 23,1]],418.12 24,016,367.57 Total assets $ 7144142279 $ 105,209,034.33 $ 176,650457.12 City of Cape Girardeau Statement of Net Assets For the Year Ended June 30, 2004 Primary Government Governmental Business -type Activities Activities Total LIABILITIES Accounts payable $ 984,27811 $ 515,08146 $ 1,499,35957 Salaries and benefits payable 941,895.49 133,719.11 1.075r614 60 Interest payable 600.726.44 495,638.74 1,096,365.18 Other liabilities 139,515.18 408,994.77 548,509.95 Estimated claims 685,000.00 - 685,000.00 Due to other governments 99,937.17 41,340.71 141,277.88 Unearned revenues 58,078.80 2,066.00 60144.80 Estimated! landfill post closure costs - 106,000AO 106,000.00 Current portion long-term debt: Notes payable 59,548,86 - 59,548.86 _ Revenue bonds payable 810,00000 3,073,000.00 3,883,000.00 CertOciate5 of participation payable 90,000 00 - 90,000.00 Leasehold revenue bonds payable 519,000.00 - 519,000.00 Special obligation bands payable 320,000 00 165,000.00 485,000.00 Long-term debt net of current portion. Notes payable 415,592.59 - 415,592.59 Revenue bonds payable 21 287,13996 40,654,789.33 61,941,929.29 CeMiciates of participation payable 2,725,530.72 - 2.725,53072 Leasehold revenue bonds payable 201,000.00 - 201,000A0 Special obligation bonds payable 1,449,295.36 948,800.20 2,398,095.56 Total liabilities 31,386,53868 46,544,430.32 77,930,969.00 NET ASSETS Invested in capital assets, net of related debt 7.594.750.52 47,800,530.34 55,395.280.86 Restricted for debt service 343.375.90 1,041,666.67 1,385,042.57 Restricted for door and replacemnt - 827,000.00 827,000.00 Restricted for emergency fund 3,705,62000 1,364,146.05 5,069.766.05 Restricted for Mausoleum 05318.57 - 85,318.57 Restricted for River Campus Project 11,51131 - 11,511.31 Unrestricted 28,31430781 7,631.260.95 35945,568,76 Total net assets 5 40,054,884.11 $ 58,664,604.01 $ 98719,488.12 i 1 1 it 9 1 1 i i 1 1 i 1 1 1 1 1 1 1 City of cape Girardeau Statement of Activites For the Year Ended June 30, 2004 Net(Expense) Revenue and Program Revenues Changes in Net Assets Primary Government Operating Capital Grants Charges for Grants and and Governmental Business -type Functions/Programs Expenses Services Contributions Contributions Activities Activities Total Primary government: Governmental activities: Administrative S 4,761,112.64 5 1,873.932.92 $ 125,03043 5 1,102096.10 S (1,660,053.19) - 5 (1,660,053.19) Development Services 1,681,368.11 306,481.44 21].186.91 - (1157.719.76) - (1,157,719.76) Interest and other costs 1,386 261.19 _ - - (1,386,26119) - (1,386.261.19) Parks and Recreation 2,866,313.20 561712.59 - 819.707.86 (1,484,892.75) - (1,484,892.75) Public Safety 8,91146625 923.32559 385.35581 17,13800 (7,585 646 85) - (7.585,64685) Public works 2,709,139.95 8,750.00 - 2.849.243]6 148,853.81 - 148,853.81 Total governmental activities 22,315.681.34 3.674202.54 727.573.15 4,786.185.72 (13,125.719.93) (13 125 719,93) C Business -type Activities: Golf Course 571,458.37 493,672.56 700.00 - - (77,085.81) (77,085-81) Sewer 3,987359.12 2563,945.00 0930 757281.76 - (666,043 06) (666,043.06) Softball Complex 416.195.92 142.46]25 - - - (273,728.67) (273.728.67) Solid'Naste 2,501.841.86 2,592.209.30 - 5.210.25 - 95.577.69 95,577.69 Water 4,808,229.17 5207,544.08 1.285.03 358232.78 - 758,83272 758,832.72 Total business -type activities 12285,084.44 10.999,838.19 2.07433 1,120724,79 (162,44713) (162447.13) Total primary government $ 34,600,765.78 S 14 674,040 $ 729.647.48 S 5,908.910.51 (13,125.719.93) (162447.13) (13,288,167.0(t) 1 Y 1 1 i ► 1 i t 1 i t f 1 1 1 1 1 i City of Cape Girardeau Statement of Activites For the Year Ended June 30, 2004 Net(Expense) Revenue and Program Revenues Changes in Net Assets Primary Government Operating Capital Grants Charges for Grants add and Governmental Business -type FunctionslPrograms Expenses Services Contributions Contributions Activities Activities Total Primary government: Governmental activities: General revenues. Property taxes 1,965,644.50 - 1,965,644.50 Sales taxes 15,833,767.42 - 15.833,76142 Franchise taxes 2,931,078.76 - 2,931,078.76 Motor fuel taxes 1,465,709,36 - 1 465,709.36 Convention and tourism taxes 1298,518.37 - 1,298,518.37 Merchant licenses 960.384.22 - 960,384.22 Liquor licenses 57,86524 - 57,86524 Other taxes 131,434.07 - 131 434.07 Unrestricted grants and contributions 49230.54 - 49,230.54 Unrestricted investment earnings 564.112.62 359,170.38 923,283.00 Gain an said of assets 109,071 64 9,351.84 118,423 48 Transfers (3,410,959.87) 3,410,959.87 - Total general revenues 21,955,856 87 3.779.482.09 25,735,338,96 Change in net assets 8,830,136,94 3,617,034.96 12,447,171.90 Net assets - beginning 31,224,747.17 55,009,522.30 86,234,26947 Prior period adjustment 38,046.75 38,046.75 Net assets - ending S 40,054,884.11 5 58,664,604.01 S 98719,488.12 1 1 1 i i 1 Y Y Y Y Y i 1 1 i Y Y 1 i City of Cape Girardeau Balance Sheet Governmental Funds For the Year Ended June 30, 2004 Other Total Park and Trans Sales Tax Governmental Governmental General Airport Recreation Trost Fund 11 Debt Service Funds Funds ASSETS Current assets. Cash and rash equivalents $ 165,53546 S 147514.52 $ 9.646.75 S 402,500.70 $ 29.29].8] $ 4,915,462.9] $ 5,669,958.2] Investments 2,4]2,9]4.56 35,502.25 149,132.54 6,192,8]].26 389,088.45 7,988.240.34 1],22].815.40 Receivables- Real estate taxes, net 28,052.10 - - - 8,952.52 5,972.08 429]6]0 Personal property taxes, net 5,005.91 - - - 1,701.12 950.39 7657.42 Sales lax 640,742.22 - - 313,898.48 - 320.224.51 1.274,86521 Franchlse taxes 1,320.541 ]6 - - - - - 1,320 541,76 Hotel 8 motel tax - _ - - - 46,045.23 46,045.23 Restaurant tax - - - - - 70,969.82 70,969.82 Special assessments 137,706.76 - - 416.918.08 381,93149 1.190.730.50 2,127286.83 Other 31,50].8] 2,106,613.62 1],801.51 - - 263022 2,158,553.22 Interest 345,593.31 63.34 - - 821.65 20,00547 366.483.]] Motor fuel tax - - - - - 88,038.39 88,038.39 Vehicle license fees - - - - - 14,170.61 14,170.61 Motor vehicle sales tax - - - - - 22,480.88 22480.88 Grants 58,646.11 571]0.00 - 55,145.28 - 33532355 507,284.94 Other funds 1,550.42 - - - - - 1,550.42 Inventory 120.42 2],820.]1 - - - 45,102.18 ]3043.31 Prepaid items 93.999.30 42,364.04 1268.62 - - 65,844.84 203.476.80 Total Current assets: 5,301,976.20 2,41],04848 1]],849.42 7,381,339.80 811.793.10 15,133.191.98 31,223,198.98 Nancurrent assets' Advances to other funds 1,59868977 1,598.689]] Total Noncurrent assets: 1,598,689.77 1,598.689.]7 Total assets -J-2L220 ,665.9] _1_24L7 .048.48 _1177 .84942 $ ].381.339.80 $ 811793.10 S 15.133191.98 $ 32821.@88.]5 1 1 1 1 1 1 1 i 1 1 1 1 1 1 1 i i It k City of Cape Girardeau Balance Sheet Governmental Funds For the Year Ended June 30, 2004 Other Total Park and Trans Sales Tax Governmental Governmental General Airport Recreation Trust Fund II Debt Service Funds Funds LIABILITIES AND FUND BALANCES Current liabilities: Accounts payable $ 306,139.12 S 86,795.99 $ 57,521.34 $ 89015.98 $ - $ 361929.21 $ 901,401.64 Salaries and benefits payable 165,690.34 9,022 89 34,130.39 - - 48074 209,324.36 Other liabilities 80,881.11 38,]89.18 19,773.61 - - - 139,443.90 Due to other governments 321.45 - - - - 2,206.64 2,528.09 Pay able to other funds - - - - - 1,134.00 1.13400 Unearned revenues 16,81622 19,308.63 21,953.95 - - - 58078.80 Deferred re venues 164,830.15 416,918.08 390213.20 1,179,185.85 2,151,147.28 Total Cument liabilities: 734,678.39 153,916.69 133.379.29 505,934.06 390213.20 1,544.93644 3463,05807 Non current liabilities _ : Advances from other funds 88,109.22 88,109.22 Total Non current liabilities'. 88,109.22 88,10922 Total liabilities 734,678.39 242,025.91 133,379.29 505,934.06 390,213.20 1,544,936.44 3,551,16729 Fund balances: Reserved 4,735435.73 2.204,907 19 34,977.16 128,42648 421,579.90 2,991,688.34 10,517,014.80 Unreserved 1,430,551.85 (29,884.62) 9.492.97 6,746,979.26 10,596,567.20 18.753 706.66 Total fund balances 6,165,987.58 2.175,022 57 49.470.13 6,875,405.74 421,579.90 13,588,255.54 29.270 721.46 Total liabilities and fund balances $ 6,900,665.97 $ 2,417,048.48 $ 177,849.42 S 7,381,339.00 $ 811,793.10 $ 15,133,191.98 $ 32,821888.75 I 1 i 1 1 I i i 1 1 1 1 1 1 1 1 1 1 1 City of Cape Girardeau Reconciliation of the Balance Sheet of Governmental Funds To the Statement of Net Assets For the Year Ended June 30, 2004 Fund balances of governmental funds $ 29 270,721 46 Amounts reported for governmental activities In the statement of net assets are different because'. Capital assets used in governmental activities are not financial 33.491,229.99 resources and, therefore, are not reported in the funds. Long-term liabilities, including bonds payable, are not due anc (27,26192742) payable in the current period and therefore are not reported In the funds. Internal service funds are used by management to charge the 3,710,479,77 costs of management Information systems, fleet management. employee fringe benefits, workmen's compensation, and equipment replacement o individual funds. ro Other long-term assets are not available to pay for current period 850.380.31 0 expenditures and, therefore are deferred In the funds, Business Type Activities _ Net assets of governmental activities $40 054 88411 1 i f Y 1 Y f i Y Y i 1 Y 1 1 1 1 f 1 City of Cape Girardeau Statement of Revenues. EapendItures. and Cre.,ne in Fund Balances Govemmental Funds For Ire year Ended June 30, 2004 Other Total Park and Tans Sales Tan Gpvemmental Govemmental General Al Too Recreation Trust Fund 11 Debt Se— Funds Funds REVENUES Tams$ 12377,69986 $ - $ $ 3 576 428 65 $ 42870042 $ 5 555 869 46 $ 22238,898.39 Licenses 8 permits 1152,724.86 - - _ - 476600 1,157,49186 Iateyoverentaal 48817403 247 667 Or - 46591802 10257 28 2745,09087 3,957,10].20 Chagas for se',as 395 981 88 1 060 058.80 501.749 36 - - - 1,957,]90.04 Intemal charges 64507575 - - - 64507575 Fines and forfeits 790,746 39 -- 790 yy 39 Miscellaneous 102,66875 34740 2,50008 - 2770272 1,89166 135.11051 nveslment revenue 10648664 632.54 1,59075 98,98437 3233114 282,00085 52202649 Special assessments 1A5932 30.02863 66.010.56 556.07965 654,37816 Total revenues 16061,21]68 1.30870574 505,640.19 447',35967 565,802.12 9,14569849 32058,62389 EXPENDITURES Current Administrative 170090663 151392896 - 6.30)63 1,075,581 97 4,2%168.19 Oevelopmenl Services 1,534231.50 - - 122093.12 1,656,32462 i and Recreation 1 331 63181 1 223901.56 - - 2555.613. 37 PiSistety 8466,523.66 - - - - 17977613 8,129979 Public works 2040,35986 113.80 - 21093746 225141/14 N Debtservke' Admiostretive charges - - 2164.53 7087100 7303553 Interest 310161 11,65172 12121 292,559.72 838734.49 1,146,16875 Issue.. cost - 8778 16720 211 Pbncipal 10,19839 1400500 - 1,730.70000 093,00000 2,647,90339 Capital..ay 100.725 35 137,446 92 2E.00 2099.076.45 - 3.166,890 57 5 515 063.19 Total expenditures 15,195.67883 1676/73250 1227046.77 2.099,11.25 2,031,862136 6.55805194 2878826295 debass(defrciency( of e penditures 86553685 1367726761 17212.58) 2372,16942 (1,466,060.541 2,587.546.55 3170,360.94 OTHER FINANCING SOURCES (USES) Tansfers out (1,782,33963) (30, 192.64) - - -( 4,489,70601 ( (6,310,238 28) TransfersIn 109117500 472526.00 750,161 16 20000000 777621.13 630.04683 3,929,530.12 Asselde 716,66500 - - - - 86.116500 R.,ymtbn Advdaent Rep Total other financing Tot sdumes and uses (60429963) 43433336 75016116 20000000 77762113 (3,851,659 18) Q2184316) Net Change to fund balances 261,23922 66,60660 28,95458 2,572,169.42 (600,43941) (116401263) 976.51778 Fund balances - beginning 590474836 210841597 15515.55 43123632 1,110,01931 14.852268.17 28.29420368 Fund balance, - ending $ 6,165,907.58 $ 2,175.C22 i7 5 44470.13 S 6.87540574 S 421,57990 $ 13.588,25554 5 29270 721 46 1 1 f i 1 1 1 i i 1 Y ► 1 1 1 City of Cape Ghbod!.au Reconciliation of the Statement of Revenues, Expenditures, and Changes In Fund Raiseces to the Statement of Aclivltin For Year Ended June 30, 3000 Net change In fund balances -total govemmental Nntls $ 89651] ]B Amounts reported for gov vestal acWdres m file statement of ectivids are different because: Capital assets eased govemmental activeds are got 5,406,911 u3 financial resources and, thereforeare net reposed In the fonds. Longterm liabilities , including bonds payaele, are not ace 3,566,676.94 and payable it the current period and therefore are not reported In the funds. Internal seined funds ere used by management to charge the (304,909 53) costs ofmanagement lnformishot systems feel management employee forge benefitswoM1mels comoensaion and equipment replacement to individual fund other longaerrn assets are net available to pay for consent. 64.9]8.ffi period expenditures and, therefore are deferred In its tunas Busnen-Type Activists 0.00 b Change In net assets of govemmental activities $ 8630,136.94 N 1 1 1 1 1 i 1 It f 1 1 1 1 1 1 1 1 1 1 City of Cape Girardeau Statement of Net Assets Proprietary Funds For the Year Ended June 30, 2004 Business -type Activities - Enterprise Funds Total Gov. Activities Proprietary Internal Service Sewer Water Solid Waste Golf Course Softball Complex Funds Funds ASSETS Current assets: Cash and rash equivalents $ 156,74546 $ 83,15444 $ 69,347.82 $ 3.366.60 $ 3,298.86 $ 315,913.18 $ 164,868.95 Investments 2,407.35442 1.277 35T06 1,065,898A7 49,399.99 53,756.10 4,853,765.64 2,616,55256 Utilities charges, net 338,323.66 621,61445 238,427.40 - - 1,198,365.51 - Special assessments 217,375.54 57,040.50 - - - 274416.14 - Other 3,129.62 28,576.79 3.169.97 375.20 185.00 35.436.58 9,281.63 Interest 43,525.15 3,625.73 - - - 47,150.93 - Grants - - 5,210.25 - - 5,210.25 - Inventory - 233,203.05 - 4,042.74 - 237,245.79 15,679.71 Prepaid items 346,312.77 94,468.98 15,640.40 1,129.66 572.26 458,124.07 11,728.53 Total Current assets: 3,512,766.62 2.399 041,15 1,397,693.91 58,314.19 57,812.22 7,425,628.09 2818,111.38 t.Noncurrent assets: Restricted Cash and Cash Equivalents 6,306,594.81 121,426.17 182.96 - - 6,428,203.94 - Restictedlnvestments 131.187.34 2.844 987 279943 - - 2,978,974.42 - Advances to other funds - - - - - - 88,109.22 Land 135,86935 - 112239.55 - - 248,108.90 37,500.00 Buildings 8,179,738.39 209,476.78 836685.22 143,802.24 7,720.00 9,377,422.63 457,347.90 Equipment 2,174,082.13 1479,244.03 1,711,129.31 429,804.01 152,046.98 5,946,306.46 4.3B4,728 80 Other improvements 55,995,141.13 21,517 204,43 277,279.08 575,55609 33,599.65 78,398,780.38 116.725.00 Construction in progress 4,188,113.16 18.989,304.96 - - - 23,177,418.12 27,69042 Accumulated depreciation (19,124,069.12) (5,037,794 -CO) (2,058,663-06) (697,859.31) (155,065.98) (27,073,45147) (3.043.36410) Total Noncurrent assets: 57,986,657.19 40,123,85C.02 881,65249 -T2,279,346 451,303.03 38,300.65 99,481,763.38 2,068,737.24 Total assets $ 61,499423.81 S 42522.991.'7 .40 $ 509,61722 $ 96,112.87 $ 106,907,391.47 $ 4,886,848.62 1 1 1 1 1 i i 1 i 1 t 1 1 t i 1 1 1 i City of Cape Girardeau Statement of Net Assets Proprietary Funds For the Year Ended June 30, 2004 Business -type Activities - Enterprise Funds Total Gov. Activities Proprietary Intemal Service Sewer Water Solid Waste Golf Course Softball Complex Funds Funds LIABILITIES Current liabilities: Accounts payable $ 150,48327 $ 18882.'99 $ 136474.72 $ 11.97045 $ 27,325.03 $ 515,081.46 $ 82,87647 Salades and benefits payable 49.430.43 1,623.01 41,64].18 23,201.17 17,817,32 133,719.11 30,728.94 Interest payable 336,239.37 15]037.73 2,361.64 - - 495,638.74 1,801.66 Other l iabillbes 17357514 160108.91 72,10277 320795 - 408,994]7 7128 Estimated claims payable - - - - - - 685,000.00 Due to other governments 16,648.25 24,69246 - - - 41,340.71 - Advances from other funds 17,183.16 - - 19.856.10 - 37,039.26 Notes payable - - - - - - 59,548.86 Revenue bonds payable 2,348,000.00 725,000.00 - - - 3,073,000.00 - ro Special oblig bonds payable 79,541.83 50,617.53 34,84064 - - 165,000.00 - r- Payable to other funds - - - - 41642 416.42 - TotalCurrentliabilities: 3,171,101.45 1.307 907A3 287,426.95 58.235.67 45,55877 4,870,230.47 860,027.21 Noncurrent liabilities: Advances from other funds 288,394.57 - 750, OCO.00 333,255.94 190,000.00 1,561,650.51 - Notes payable - - - - - - 415,592.59 Revenue bonds payable 32896,196.06 7]58.59327 - - - 40,654,789.33 - Certofparticipation payable - - - - - - Specialobligbondspayable 457,007.60 290.011.28 201,781.32 - - 948,800.20 - Estlandfllpostdosurecost - - 106,000.00 - - 106,000.00 - Unearned revenues - - - - 2.066.00 2.066.00 - Total Non cement liabilities: 33,641,598.23 8,048,60455 1,057,781.32 333.255.94 192,066.00 43,273,306.04 415,592.59 Total liabilities 36,812,699.68 9,356,512.18 1,345,208.27 391.491.61 237,62477 48,143,536.51 1,275,619.80 NET ASSETS Invested In capital assets, net of related 17,125,225.78 29 536.278 44 649,422 44 451,303 03 38,300.65 47,800,530.34 - Restrictedfordebtservice - 1041,666.67 - - - 1,041,666.67 - Restrictedfordoerandreplacemnt 127,00000 700,00000 - - - 821000.00 - Restdctedforemergencyfund 333,15900 750,043OJ 371,395.00 - - 1463,397.00 - Unrestricted 7,101,33935 1,129,590.08 (86,67931) (333,177.42) (179,812.55) 7,631,260.95 3,611,228.82 Total net assets $ 24,686,724.13 $ 33 166,378 99 $ 934,13013 $ 110,125.61 $ (141,511.90) $ 58 763,854 96 $ 3,611,228.82 Adivstri to steel the consoliaallon of otzmel service fund ecbvlties related to enterprise funs' net assets of business type aerates 99,250 95 $ 58,664,604.01 I 1 i 1 i 1 i i i 1 l 1 Y 1 1 1 1 1 1 City of Cape Gtrardeau Statement of Revenues, Expenses, and Changes In Fund Net Assets Proprietary Funds Far the Year Ended June 30, 2004 liusinessiype Activities - Enterprise Funds Total Gov. Activities Proprietary Internal Service Senver '.Nater Solid Waste Goll Course Softball Complex Funds Funds Operating revenues_ Re5den6al charges S 1512.62212 5 2.857.296.30 $ 1,748,818.79 S $ - 8 6.118.]3].21 $ - Commercialmerges 983,55578 2,196.31713 2524826 - - 3205,121.17 - Transferstationcbarges - 712,184.36 - - 712164.36 Other fees antl charges 40,318.08 80.926.10 74,96139 - 196.105.57 - Chargesforservices - 59,50178 - - 59.501 78 - Concessionrevenues - 71,52635 69530.96 141,057.91 - Epuipmentsales - - - 981760 9,353.50 19.17110 - Intemal charges - - - - 4232890.67 Usage lees - - - 41216257 63,99806 476,16063 Miscellaneous 27,44902 2744992 1360277 30,996.50 665.44 (415.27) 7249646 6645.69 Total Operating 2563.945.00 520754408 2,59220930 494,37256 142.46725 11.000,538.19 4,239.536.36 Operating expenses: Personnel services 09687546 10240304 954,227.64 275498.93 246,52781 2.475,532 88 583,194.33 Materials 8 supplies 244,20340 320,358.38 77.759.61 56,17737 51.500.99 749.99975 288406.64 Contractual services 142,653.17 2,962534.19 934927.89 25,32213 18 19090 3903628.28 3,124448.20 General operating expenses 31 491 18 168,340.90 24.57993 48,52125 53.506.93 326,44019 52,72491 Special programs 52,34589 39,539.12 113,386.55 6490.00 8.452.13 22021369 - Internalserviceexpenses 73,637.58 40,677.54 198,049.14 66,60441 20.05297 401 421 64 232200 Depreciation 1,641[1.62 692570.17 12298175 66,075.42 605245 2,536,33741 46940244 Total operating expenses 3089964.30 4,226,523.34 2425912.51 548.889.51 404.284.18 10695,57384 4.540498.52 Operating Income(loss) 1526,01930) 90102074 166,29679 (54516 95) (261,816.93) 306,984.35 (300,962.161 Nonoperating re enuea (expenses): Intergovernmental 69.30 1,28503 - - - 1,374.33 - investmemrevenue 292,141.16 44.695.91 20.003.12 74687 503.32 359,17038 52,50089 Gain from sale of a...1 - - 870)24 561.60 9.351.64 21,646.48 Interest and Other charges (815,183.59) (564,002.57) (29,682.04 (18.643.24) (5,28325 ) 1432,99469 ( ) (PA84194) Issuance ..of concentration (60,16405) (17,140.61) (344 06, _ (7],646.72) (1622.54) Loss from sale of asset (843 38) - - - - (843.38) (10.29657) Total non operating revenue(expenses) (583,960.56) (53496224) (55274) (!739477 - ) (4779.93) (1,141 590 24) 33,96932 Income (loss) before contributing and transfers (1,109.97986) 446058.50 165.74405 (71,851]2) (266596 86) (836,625.89) (266,972 84) Contributed cap -conett fee 202,060.53 - - - - 202,060.53 - Contributed cap developers 466417.00 360.17997 - - - 840,59697 - Contributed cap donated east - - - - - - 670.00 Contributed cap government 42,243.20 97333289 - - 1,015,576.09 Cocvlbuted no -grants - - 52.025 - - 521025 Contributed cap -special ass 72,849.35 (1,947.19) - - - 70.902.16 - Transfers ln 1,983,08156 120.000.00 27,965.86 26629124 2,397.338,66 125,777.00 Transfers all - - - 1142407.501 Change In net assets 1.670,671 .78 1,89762417 17095430 (43 885 (305-62) 3,695,050]7 (282,933.34) Total net assets — beginning 22.978,005.60 31268754-62 763.10'3.03 162,01:47 (141,20628) 5503074944 3,694.16216 Prior period adjustment 380467, 3804675 Total net assess — ending 524,686724.13 $ 33 166 378.99 $ 934.138.13 5 118,12561 ($ 141511.90) 8 58]63054.98 % 3611228-82 Adjustments to reflect the consolidation of Inlemal service and trustee he to entero^se fund. 7802381 Change In net assets of business type activities. E 3,617,03496 I 1 Y i L 1 i i i i 1 i 1 1 i i i 1 It City of Cape Girardeau Statement of Cash Flows Proprietary Funds For the Year Ended June 30, 2004 BusinesstypeActivities Enterprise Funds Govemment Total Activities Softball Proprietary Internal Service Sewer Water Solid Waste Golf Course Complex Funds Funds CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers 4 258675767 5 5.3646C547 5 2,570.398 f,6 5 493684.16 5 142467.25 $ 11.157,913 21 5 101,67642 Receipts from'mterfund services 5,641.25 - 25,24826 - - 30.88951 4.137,02638 Other receipts - - - 700.00 70000 - Paymentstosuppllers (452,915.29) (3.377.79104) (1,068,32112) (131,89220) (130,861-48) (5,161.58473) (3,310 86,r 59) Payments for ealaneS and benefits (894469.14) (101,933 04) (941, 829. E5) (93.696.87) 1246,332211 (2,458.26691) (578,58314) Payments for lnterfund services used (73,97958) 144677541 (19604914) (77,46359 (23.16817) (413,338.02) (3 026,00) Payments made in lieu of franchise taxes - 111&5915,3 - - - (119,593.51) - Remittance of taxes collected from customers (15.81201) (171,955351 - - (187,767.36) Other payments (13,118.82) - - - - (13.11602) - _ Net f25h provided (used) by operating activities 1.155,22290 1,539,536.17 387,443,41 11,531.60 (25],89461) 2835.839.37 346,22907 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers 4r0m other funds '20.COO .CC 27,965.86 265,221.58 414.18744 Transfers b other funds - - - - - - (114,17500) Interest paid to other funds - - (20.56521) (4267) (5,28325) (25,891 13) . Subsidy from federal grant 11,50447 9,54056 '545 343.21 21,483.69 - Net cash (used) by mal (mancing 11.584,47 129.54058 (2054)76) 27,92319 261281.5. 40978050 (114.175.00) CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Proceeds from capital debt - - - - - 121,500.00 Capital contributions 32548545 26 548 86 - - - 35203491 _ Purchase of capital assets (79.43595) ('70,0987-'',173,33890 ( ) (8,264 00) (1.330.00) (440,46359) (486.711.95) Acquisition and construction of ca pi tar assets (1 43228814 ) (89,039.'.4) (69,61650) - - (15/0,943.28) - Principal paid on capital debt (1,792,66591) 1700,51753, (3.,840041 (18,6069) - (2.546 724,65) (241,35855) Interest paid on capital debt (910,438 41) (521.802-681 (-0,0C2611 (18.89932) (1.461.143 02),35184 (28 729,92) Proceeds from sales Of Capital assets - - 0,]90.24 561.60 - 9,351.84 3149848 Trans'ors In for capital acquisitions - - - - - 125.777.00 Transfers Ia for payment of capital related debt 1,983,08156 - - - 1,983,080 56 - Tranafer5 out for payment of capital related debt - - - - - (28.23250) Net cash (used) by capital and related financing actnit,es (1906,26140) (1,40350923 -(279 007,91) 45,20229) -(1,3,10 00) (3,6-74,01003) (506,25744) i 1 1 1 1 1 1 1 1 t 1 i 1 1 t 1 1 1 1 City of Cape Girardeau Statement of Cash Flows Proprietary Funds For the Year Ended June 30, 2004 BusinesstypeActivities - Enterprise Funds Government Total Activities Softball Proprietary Internal Service Sewer Water Solid Waste Golf Course Complex Funds Funds CASH FLOWS FROM INVESTING ACTIVITIES Interest received 254,90507 155.102.32 30,19'.,73 107000 718-96 442,06720 70655.41 Rotatable interest received 5,86694 - - - 5,86694 - Paymentofrebatable Interest to government (13.69857) - - - (13,698.57) - Netchangeinpooledinvestments (675.723-16) (441160.17) (133.8149) 3A39 44 (4,112.55) (1,252 370 71) 93,01902 Proceeds from sales and maturities of investments - 1,115,000.00 - - - 1.11500000 250,000.00 Purchase of Investments - (1099.662051 - - - (L099,882.85) (243492.60) Repayments received on advances to other funds - - - - - - 26,585.92 Net Cash provided by Investing activities (420.56972) (271 4,0 60; (103,922.54) 4,209.46 (3,39448) (802,797.81) 196,96775 no Net Increase (decrease) in cash and cash equivalents (1,168.02375) (45,3410) (15.73580) (1,538.16) (1,337.56) (1,23198937) (7723562) Balances - beginningofyear 7631,36402 240,933]1 -85.267 58 4,90476 463642 7976.10649 24210457 Balancesendof the year S 6,463,34027 5 204580.61 S 69,530.78 S 3366.60 3 3.298.86 5 6,744.11.12 S 164,868-95 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating Income (less) (526,019.30) 981.02074 166.29679 (54,516.95) (261,81693) 304.964.35 (300,962.16) Adjustments to reconcile operating income to net cosh provided (used) by operating activities: Depreciation expense 1,648,55762 692.670.17 122.981.75 6807542 6,052,45 2538,33741 489,40244 Changes in assets and Liabilities: Accounts Payable - supplier (6,957.14) (122,350.06) 64,290.74 (2,665.27) (4,165.69) (71,847.42) 152268.69 Accounts payableother9,248-50 11,95668 6,65553 6700 2966-00 2999379 - Salaries 8 benefits payable 2,409.32 470.00 12,39799 1,80206 195.60 17,271.97 4,611.19 Customer receivables 28,72541 546995 1490571 (5540) - 4804567 (83356) Other operating recalvables - - -24200) ( (18500) (427.00) 10510.38 Prepaid expenses (73859) 133.02 (8510, (661.34) (41 04 (1,393.05) (2,804.80) Invent, - (29,83433) - (27202) - (30,10635) (5963.09) Net cash provided by operating activities 5 1,155,22290 $ 153953617 S 387,44341 3 11,53150 is 29,89461) 5 2,835,83937 $ 346,229-07 I i 1 1 1 1 1 1 1 1 1 1 1 1 i i 1 1 1 City of Cape Girardeau Statement of Net Assets Fiduciary Funds For the Year Ended June 30, 2004 Agency Funds ASSETS Cash and cash equivalents $ 57.218.43 Investments 876,000.08 Real estate taxes 14,242.03 Personal property taxes 3,935.88 Other 293.49 Total assets $ 951.689.91 LIABILITIES Accounts payable $ 14,771.32 Salaries and benefits payable 8,493.90 Other liabilities 928,424,69 ro Total Liabilities W $ 951,689.91 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Cape Girardeau, Missouri (the City) operates under a charter, which went into effect April 12, 1982. The City operates under a Council -Manager form of government and provides the following services as authorized by its charter. public safety (police and fire), highways and streets, water, sanitation, health and social services, culture -recreation, public improvement, planning and zoning and general administrative services The financial statements of the City have been prepared in conformity with generally accepted accounting principles (GAAP), as applied to government units. The Governmental Accounting Standards Board (GASB) is the accepted standard-setting body for establishing governmental accounting and financial reporting principles. The more significant accounting policies of the City are described below. L 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 forwhich the elected officials of the City are financially accountable. The Cape Girardeau (Missouri) Public Facilities Authority(CGPFA)is a blended component unit of the City. The financial statements of the CGPFA are included in the accompanying financial statements of the City. Cane Girardeau (Missouri,) Public Facilities Authority- As described in Note E. the City has entered into four lease agreements with the CGPFA "Phe CGPFA is a not-for-profit corporation organized and existing under Chapter 355 offhe Revised Statues of Missouri. The CGPFA boarcl ofdirectors consists of'City olficials and City Council members. Due to the significant City influence and financial accountability, the activities of the CGPFA are blended with the financial presentation of the City_ The CGPFA was organized to execute the bond indentures for the purpose of issuing and securing the Series 1993 Bonds, Series 1994A Bonds, and Series 1997A Bonds, and 1997B Bonds- These bonds were used to finance construction and improvements to sewer, solid waste, street, airport, flood control, and other capital improvement projects. The bond payments are obligations of the CGPFA_ 'f he CGPFA has entered into a Lease Purchase Agreement with the City from which the lease payments will be used solely to retire the debt_ Although not a component unit of the City, the City handles the Ponds of and provides accounting and other services Cor several entities. Since these funds are held by the City, these entities are shown as Agency Funds in the financial statements. 29 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENT S June 30, 2004 NOTE A - SUMNIARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 2. Government -wide and fund financial statements The government -wide financial statements (i.e., the statement of net assets and the statement ofchanges in net assets) report information on all of the nonfiduciary activities of the primary government and its component units. For the most part, the effect of interfund activity has been removed from these statements. Govern- mental activdies, which normally are supported by taxes and intergovernmental revenues, are reported separately from bnsnress-type activities, which rely to a significant extent on fees- and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific frmction or segment. Program revenues include I 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_ 'Faxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds, proprietary funds, and fiduciary funds, even though the latter are excluded from the government -wide financial statements. Major individual governmental funds and major individual enterprise fronds are reported as separate columns in the fund financial statements. 3. Measurement focus, basis of accounting, and financial statement presentation The government -wide financial statements are reported using the economic resoarce.s measmrenrenl focus and the accrual hams o/'accomtturg, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. With the economic resources measurement focus all assets and liabilities associated with operations are reflected in the statement of net assets Governmental fund financial statements are reported using the emrett financual revom'ces measurement fones and the modified accrual basis of accounting. Under the modified accrual basis revenues are recognized as soon as they are both measurable and available_ Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this Purpose, the government considers revenues to be available if they are collected within 30 days of the end of the current fiscal period_ Expenditures generally are recorded when a liability is incurred, as under accrual accounting_ However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Those revenues susceptible to accrual are property taxes, franchise taxes, special assessments, licenses, interest revenue and charges for services. Sales taxes collected and held by the state at year-end on behalf of the City also are recognized as revenue_ Fines and permit revenues are not susceptible to accrual because, generally, they are not measurable until received in cash. With the current financial resources measurement focus, only current assets and current liabilities are generally included on the balance sheet. 30 City of Cape Girardeau, Missouri NO fES TO FINANCIAL STATEMENTS June 30, 2004 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 3. Measurement focus, basis of accounting, and financial statement presentation - Continued The government reports the following major governmental funds The general find is the government's primary operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. The airport fined accounts for the resources used in the operation and maintenance of municipal airport facilities. The parks and recreanoi2 fund accounts for the resources used in the operation of park and recreational activities. The trate8parahott sales lax trust R./end accounts for the receipt and expenditure of a capital improvement sales tax that was approved by voters in August 2000 for street construction and improvements. The debt service fund accounts for the resources accumulated and payments made for principal and interest on general long -teen debt of governmental funds. The government reports the following major proprietary funds. The senerfund accounts for the operation of the city's sewage treatment plant, sewage pumping stations and collection systems. 'I lie naterfruud accounts for the operation of the city's water treatment plants and distribution systems. The solid waste fund accounts for the operation of the city's residential solid waste and recycling programs. 'I he golff utd accounts for the operation of the municipal golf course. The softball contplex furnd accounts for the operation of the city's softball complex, and maintenance of the city's soccer, baseball, and softball fields. Additionally, the government reports the following fund types. Internal service fntds account for data processing, fleet management, employee benefits, workmen's compensation, and equipment leasing provided to other departments or agencies of the government, on a cost reimbursement basis. Agency 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 are followed in both the government -wide and proprietary fund financial statements to the extent that those 31 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — Continued 3. Measurement focus, basis of accounting, and financial statement presentation - Continued standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. Governments also have the oplion of following subsequent private -sector guidance for their business -type activities and enterprise funds, subject to this same limitation. The government has elected not to follow subsequent private -sector guidance. y 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 �. government'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. 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 oper-adng revenues and expenses from tionoperaliug items. Operating revenues and expenses generally result Gory providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. The principal operating revenues of the city's enterprise funds, and of the city's internal service funds are charges to customers for sales and services. Operating expenses for enterprise funds and internal service funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meet- ing this definition are reported as nouoperating revenues and expenses. 32 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STA"IEMENTS June 30, 2004 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — Continued 4. Capital Assets All capital assets are recorded at historical cost or estimated historical cost if actual historical cost is not available. Additions are recorded at cost or, if contributed property, at their estimated fair value at time of contribution Repairs and maintenance are recorded as expenses; renewals and betterments are capitalized. The sale or disposal of capital assets is recorded by removing cost and accumulated depreciation and charging the resulting gain or loss to income. Depreciation of all exhaustible capital assets is charged as an expense against operations in proprietary funds and a program cost of governmental activities in the statement of activities. Assets are reported net of depreciation on proprietary fund and government -wide statement of net 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 3-10Vears When applicable, interest costs are capitalized on self -constructed capital assets 5. Encumbrances Encumbrances represent commitments related to unperformed contracts forgoods or services. Encumbrance accounting is utilized in all funds. Encumbrances outstanding at the end oftheyear in the governmental finds are reported as reservations of fund balances and do not constitute expenditures or liabilities because the conunitmenls will be carried forward and honored during the subsequent year. Encumbrances outstanding in the proprietary funds do not constitute expenses but will be hollered 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. 33 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — Continued 6. Budgets and Budgetary Accounting The City adopts annual operating budgets for all funds. 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 following July 1. The operating budget includes proposed expenditures and the meansoffinancing 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 'fhe City Manager is authorized to transfer budgeted amounts between programs within any department, however, any revisions that alter the total appropriations ofany department must be approved by the City Council. Deparnnents 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 16, 2003 and amended on March L. 2004 and July 6, 2004. The initial budget and final amended budget are both reflected in the financial statements. For the year ended June 30, 2004 the fund expenditures for Vision 2000, Fringe Benefits, Risk Management, and Equipment Replacement funds exceeded their approved budgets by $1,401, $156,029, $133,179 and $57,461, respectively. 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. 34 ,. City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — Continued 6. Budgets and Budgetary Accounting - Continued The following reconciliation adjusts GAAP basis to budget basis. Lseeve (Dnfieicnc}9 oCRcvenuea and Omer Financing Sources ovcr(under) Espcndi¢ucs and Other Fine ch gh;gs, Parkeand lnnsportminn Debt Nun -major General Aimarl 13cercaEon Trusl 11 Sent/ I ,nd, 6AAPBass $261,2.38 $66,607 $28--955 52572,169 (5688,439) ($1,264,013) Increase due to Yearend ciii,l I enecs Administrative Services 17,839 2,162 - - - 234 llccelupmcnl xcniccs 4,206 - - - - Puks mtd na.rcalin I - - 4329 - - PublicSalciv 18388 - - - - 479 PnN,, Winks 29678 - - - - - Cupiwl ouday - - - 6✓19,581 - 934,944 Adcmnn Itnm mhcr binds 15,25S - - - - - AdjmninacaLacnl, 18932 360 ILLS 91771 9545 19616 Water Intprovanents Iimd not budyduduniwIll, - - 998-813 163,699 �_. 2,522_ 5014 _ 6913Y) 9545 1994086 r Decrease due ta. Year-end owumhrancev Adnii113q[ lirel, V6R 7398- Dctclopinnrtsmnccs i 389 - - - - Parkx:md mcmalinn 1,596 - 23(,4 - - Publicx:dv-h 22994 - - - 3134 Public [rink, 0,483 Capital outlay - - - 129,126 - 778,055 Ad, it, 26,586 _ _ _.. 41,860 54137 2.364 128421 781,4S9 Budget Baaia ..5383076 $14,992 531,625 .$3,135,1 02 .($678,894) (S _5141[) 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. 35 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 6. Budgets and Budeeta" Accountine - Continued 36 Net Income (Loss) Solid Golf Softball Sewer Water Wast, Cuure Complex GAAPBasis S 1,670,672 51,897,624 $170,954 8(43886) 5 (306) hmrcasc due to Prior vat encumbmneer Contractual services 18,636 2,643 3,982 8541 4367 r Capital Outlays 962,586 - 66445 8,414 - Dcpreeiation 1 648,558 692,670 122,982 68,075 6.052 Capital grants - - 5210 - - fipcciala6seaaracros 110217 26,549 - - - `� st,", connerlion lees 202.061 - - - - lntcrestpaid Icss than accrual (350,x72) - - - - dntcrast cost amnot,cd 771528 - - - - Cost ofboard 1&indmganiornzatioa 516 53,900 - - - A,ortizalboadpremiumdisenonl - 3,969 (574) - - lesurncecnelavnottixallon 60,081 17.090 - - - A,Iounts defCl and to be 111 111 for fatwe debt Service on capital app,crip,ori bonds. Construction fund earnings 105,662 - - - - A,,tdisTosilinnx 843 - - - - Adjust inve.amtcnis to mnrkd 17,827 97,916 9,306 323 215 Dlffacnce bemccn pmeecd, Gum sale of ft,cd aB9e19 Antl gala ra !OSS - 36,500 - - - 31'{867 1 .2 20,.'11 __ &-11 J] IU,/,1.1 Diel ease it al k' •. Year,nd en. ant base cnmactuul zcleoce 8,8i9 26,646 10t ill 979 Capital out laps 889-191 5,161 - - - Landfill clnvvc and nai ntcnance casts - - 5,190 - - Inte,.at paid more than accrual - 15 619 261 - - Ilond principal pmd 2,322,897 700.618 34,841 I8 899 - Amortiied Bond p,mi,n d,,,rai l 2,495 - - - - "' Issmmcc cost paid - 50 33 - - Issuancccostamnrliratinn - - (;I1) - - ca"taloutlacs 1,321,955 267,514 246,434 8,204 1,330 Cwtofband dr,din, elnorttaaticn - - (184) Amaunt dderred for future debt sena for apital apprcdatic, bonds: ffiaresl snbsldc ru,,,,d. (92,619) - - - - ,. AdjusnnerttoIiabihi for fart, lnndfll ,o,t,l.,,r,, - - (6,190) - - Dcfcmdn.cnucs (17491) (1 ()78) 12,482 - - ,. Contributed capital 797570 _1,131 65 5210 -, - _ 5,231,135 2 346 398 398 270 27,475 2,p 09 BrdgetBa,, S (11,596) S 482,463 _S gLOL35 813,992 8,()12 36 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STAT EMENTS June 30, 2004 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES — Continued 6. Budgets and Budgetary Accountin¢ - Continued Decrease due to Data Year-end encumbrances I' GAAP Basis $(11,104) Increase due to 4,400 Prior year encumbrances 858 Contractual services - Capital outlays 5,695 Depreciation 142.154 Bond proceeds - Difference between proceeds from 37,275 sale ofGxed assets and gain or loss 10,246 Issuance cost amortization 368 Adjust investment to market 523 Repayment of intcrfund loans - Amortized bond premium/discount 13 Decrease due to Employee Year-end encumbrances Fqulpman Conlmetual services 415 Capital outlays 4,400 Interest paid more than accrued 858 Principal paid 70,000 Capital outlays 94001 69,704 Budget Basis $ (21,809) Net Income (Loss) plat Employee Risk Fqulpman .Man e t 141Mc %Dsaee'�t¢nt Renlvc tin $(29927) $(182,553) $(268,)45) $208,527 3,571 $ (179918 3_(2_j5_4,) 1 $176,91, - 3,180 - - 37,275 37,514 - - 309,705 - 12 L500 9,900 1954 1,341 2,635 13 094 5,482 - 26.586 - 142 45 636 2,635 13 094 112 044 W19 2 1 10 - (2 lo) 231 - - 171.359 14,233 —__ 372,543 16,913 513 656 S tl 2041 $ (179918 3_(2_j5_4,) 1 $176,91, 7. Inventories .. Inventories consist primarily of supplies, valued at cost- Cost is determined using a weighted average method. The cost of inventories is recorded as expenditures or expenses when consumed rather than when purchased. S. 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. Arnounts 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 or retirement. 37 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE A - SUMMARY OF SIGN IFICANI' ACCOUNTING POLICIES— Continued ' 9. Bond Discounts/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 ofthe bonds. Bond discounts are presented as a reduction of the face amount of bonds payable whereas issuance costs are recorded as deferred charges. The accounting treatment of bond discounts and issuance costs used for governmental activities in the government -wide statements is the same as that used for proprietary funds. 10. Cash and Investments The City maintains an internal investment pool Cor 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 tinct months of the date of purchase_ I lie City's investment policy authorizes the investment of available operating and reserve funds in (1) obligations of the United States or its agencies and instrumentalities, (2) repurchase agreements collateralized by securities listed in (1) above, documented by a written agreement, fully collateralized by delivery to an independent third party custodian, and are marked -to -market; (3) insured or collateralized deposits or certificates of deposit of banks, savings and loan associations, and other regulated fnancial institutions, (4) money market mutual Bods whose portfolio consists of the foregoing instruments, and (5) other prudent investment instruments approved prior to purchase by a hvo-thirds majority of the City Council. Bond proceeds may be invested as allowed in the bond indenture. 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. 11. Prepaid Items Payments made to vendors for services that will benefit periods beyond June 30, 2004 are recorded as prepaid items 12. 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 makeup potential future deficiencies in the revenue bond current debt service account. 38 City of Cape Girardeau, Missouri NO'fF.S TO FINANCIAL STATEMENTS June 30, 2004 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 13. Lone -term Obligations Only that portion of long-term obligations expected to be financed from expendable available financial resources is reported as a fund liability of a governmental fund_ Long-term liabilities expected to be financed from proprietary fund operations are accounted for in the appropriate proprietary fund. Long-term liabilities expected to be financed from governmental activities are accounted for in the government -wide statement of assets 14. Interfnnd Transactions Quasi -external transactions are accounted for as revenues, expenditures or expenses. Transactions that y constitute reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund, arerecorded as expenditures/expenses in the reimbursing fund and as reductions of expenditures/expenses in the fiord that is reimbursed. s All other interhmd transactions, except quasi -external transactions and reimbursements, are reported as transfers. Only net transfers between governmental and business type activities arc reflected on the government -wide statement of activities. 15. Short-term Interfund Receivables/Payables During the course of operat ions, numerous transactions occur between individual fiords for goods provided or services rendered These receivables and payables arc classified as "interfund receivables/payahlcs" on the governmental balance sheet and proprietary statement of net assets. Only net receivables between governmental and business type activities are reflected as internal balances on the government -wide staternent of net assets. 16. Advances to Other Funds Noncurrent portions of long-term interfund loan receivables and payables are reported as advances in the governmental balance sheet and proprietary statement of net assets. Fund balances are reserved in governmental balance sheet for interfund loan receivables to indicate that they do not constitute expendable available financial resources and therefore are not available for appropriation. Only net long-term interfund loans between governmental and business type activities are reflected as internal balances on the government - wide statement of net assets_ Net assets are not reserved for interfund loan receivables on proprietary and government -wide statements of net assets_ 39 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued 17. Post-Emolovment 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-four 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, 2004, those costs totaled $176,616. 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 dale- There is no associated cost to the City under this program, and there were three participants in the program as of June 30, 2004 18. Infrastructure During the year ended June 30, 2004 all infrastructure completed during the fiscal year, including projects started in a previous year, were recorded at their historical costs- All infrastructure completed in previous fiscal years will be recorded no later than fiscal year ending June 30, 2007. 40 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE B - DEPOSITS AND INVESTMENTS 1. Deposits At lune 30, 2004, the carrying amount of the City's deposits was $12,631,924 and the bank balance was $12,286,931, which excludes 54,860 of petty cash funds held at various City locations. The deposits are categorized in accordance with risk factors created by governmental reporting standards. Carrying Bank Amount Balance Category 41 $12,626,780 $12,260,872 Category 42 4,523 26,059 Category 93 $12,63 303 $12,286,931 Category f! I includes deposits covered by deposit insurance or collateral held by the City in the City's name. Category 92 includes- deposits covered by collateral held by the financial institution's Lust department in the City's name. Category 93 includes deposits which are uneollateraliaed or the collateral is held by the financial institution's trust department but not in the City's name. 2. Investments .. Investments made by the City are summarized below. 'fhe investments that are represented by specific identifiable investment securities are classified as to credit risk by the three categories described below. y Category 91 Insured or registered, or securities held by the City or its agent in the City's name. Category 92 Uninsured and unregistered, with securities held by the counter -party's trust department or agent in the City's name - Category 93 Uninsured and unregistered, with securities held by the counter -party, or by its department or ' agent but not in the City's name. Carving Fair Value Valuc U.S. Government SCCUrniCS $ 9,805,785 $ 9,805,785 Certificates of Deposit _18747323 18747,323 $28,5 53,108 $28,553,108 41 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 �. NOTE C - PROPERTY TAXES Property taxes attach as an enforceable lien on property as of January 1. Taxes were levied on August 18, 2003, 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: General Revenue $ .3135/100.00 assessed valuation Public health .0587/100.00 assessed valuation Debt Service _1000/100.00 assessed valuation Special Business District 7605/100.00 assessed valuation #2 (Ad Valorem) Property tax receivable balances as of lune 30, 2004 are as follows. Special General Business Public Debt Revenue District health Service Total Current properly tax $32,798 $506 $6,141 $10,462 $49,907 Delinquent property tax 12,324 212 2,308 3,934 18,778 _ Reserve for doubtful Property taxes Cl2 065) - (2,245 742) (18,052) Net property tax receivable $33,057 $71.8 $ 6,294 $10 ,654 $ 50,633_ 42 NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE D - CHANGES IN CAPITAL ASSETS A summary of the capital assets for governmental activities included on the government -wide statement ofnet activity for the year ended June 30, 2004 is as follows: Balance Accunmlutel Relana: �. Jule 12003 Additioa5 Deductions O_cprcciatitm June 30. 2004 Land $3,9S5023 S 33,000 S - S - $ 4,018,023 Buildings 7,342,990 384,621 - 404,707 7,322,904 r Improvements other 'Than buildings 3,409 507 630,802 4,338 309,672 3,726,299 equipment 2,142,343 1,094,735 396,292 301,106 2,539,680 Infrasmicrtve 9,728,859 7,645,120 - 347,977 17,026002 Construction in progress 3,483,612 2-409 854 5054,516 r _ 838,950 'total general fixed newts $30,092,334 $12,198,132 $,1,4355140 $1,131462 %35,47185$ Additions and deletions to the Enterprise Funds for the fiscal year 2004 were $3,835,334 and $288,425 respectively. Additions and deletions to the Internal Service Funds were 5510,274 and $523,971 respectively. A summary of the proprietary find type capital assets included on the proprietary fund statement of net assets for the year ended June 30, 2004 is as follows. Land .. Buildlnes Improvements other than building Equipment Construction in progress Lessaccumulated depreciation Enterprise Internal Fund Service Fund S 248, 109 $ 37,500 9,377,423 457,348 78, M,780 116,725 5,946,306 4,384,729 23,177,41S 27,690 $117,148,036 $5,023,992 27073_45 1 3,043,30 $1)0,07_4S85 _$ 1980 628 43 44 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 y NOTE E - LONG-TERM OBLIGATIONS The following is a summary of changes in the long-term debt included on the City's statement of net assets for the year ended June 30, 2004- General Unused Decto Governmcutal Obligation Other Revcne Bnnds Pald Other Aetivitice Ilonds Debt. leave Governments Total Debt payahlc July 1, 2003 $ 425000 S 7,334355 S 22,872546 $ 727,340 $ 35,140 $31,394,391 Discount amortisation - 2,470 (5,406) - - (2,936) Routed (425,000) (1,678,358) (770,000) (25,498) (5,705) (2,904,561) Additions 121500 121500 Debt p.,rblc Jtne 30, 2004 $ 3 579967 $ 2-097149 S 701X42 $- 24435 $-2 608,394 -Other Debt indedcs Notes Payable, Special Oh1hpwn I3ondstcnscho e Re,etme Bands and Ce"iGwtes oCPartieipmion. Special Leasehold Certificates .� Business -type Obligation Revenue Revenue of Activities Bonds Bonds _Bonds Participation Total Bonds payable at July I, 2003 $1,283,721 $45,771,743 $ - $ - $47.055,464 Discount Amortization & Issue Cost (4,921) 54,580 - - 49,659 Bonds Issued - - - - - Accumulated Interest - 778,466 - - 778,466 Bonds Retired (165,000) _ (2,877,000 -__k3,042000) Bonds payable at June 30, 2004 $ 1,113,800 $43,727,789 $__ - S— - $44,841,599. _. Bonds payable for governmental and business -type activities at June 30, 2004 are comprised ofthe following individual issues: 44 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE E - LONG TERM OBLIGATIONS - Continued $ 2,805,000 Special Obligation_ Refunding and Improvement Bonds Series 2002 Year Ending Interest Principal Interest June 30 Rate Due Due 'Total 2005 4.50% $485,000 $106,955 $591,955 2006 450 490,000 88,655 578,655 2007 450 335,000 70,093 405,093 2008 4.50 340,000 54,905 394,905 2009 3.75 350,000 39,380 389,380 2010 4.00 340,000 25,130 365,130 2011 4.00 155,000 15,655 170,655 2012 4.10 155,000 9,455 164,455 2013 4.10 155.000 3,177 158.177 r �2805,090 $413,405 $3,218,405 Principal payments are made annually on October 1, and interest payments are made semi-annually on October I and April 1. On October 22, 2002 the Citv of Cape Girardeau issued .$3,125,000 of Special Obligation Refunding and Improvement Bonds Series 2002 with interest rates varying from 3.000/'o 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. 'Phe 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 Improvement Revenue Bonds, Series 1993, issued on bettall'of the City by the Cape Girardeau Public Facilities Authority and outstanding in the principal amount of $1,085,000, (b) pay the costs of refunding the Certificates of Participation (Capital Improvements Projects), Series 1994A, issued on behalf of the City by the Cape Girardeau Public Facilities Authority and outstanding in the principal amount of $1,255,000 and prepaying the leasehold interest represented thereby, (c) pay the costs of constructing certain street improvements within the City and (d) pay the costs of issuing the Bonds, 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_ $1,725,000 for Governmental activities and $1,080,000 for Business -type activities_ 45 City of Cape Girardeau, Missouri NOTES TO FINANCIAL. STATEMENT S June 30, 2004 NOTE E - LONG-TERM OBLIGATIONS - Continued $ 625,000 Waterworks System Revenue_Bonds. Series 1992 due as follows: Year Ending Interest Principal Interest June 30 Rate Due Due Total 2005 Z45% $ 625,000 $ 467,563_ $ 671_563 These bonds are dated April 15, 1992. The proceeds of the bond issue were used to purchase, extend and improve the water system serving the City- The purchase of the water system occurred on June 3, 1992. Principal payments are made annually on March 1, and interest payments are made semi-annually on March I and September I. Additional principal of $8,090,000 originally payable through the fiscal years ending June 30, 2006 to 2012, was defeased via an in -substance defeasance during the fiscal year ended June 30, 1996. $ 8 270000 Waterworks System Refunding Revenuc Bonds Scries 1995 due as follows- Year Ending Interest Principal Interest June 30 Rate Due Due Total 2005 4.750°/ $ 100,000 $ 414,258 $ 514,258 2006 4.875 810,000 409,507 1219507 2007 5.000 890,000 370,020 1,260,020 2008 5.000 980,000 325,520 1,305,520 2009 5.200 1,010,000 276,520 1,286,520 2010 5.000 1,065,000 224,000 1,289,000 2011 5.000 1,120,000 170,750 1,290,750 2012 5.000 2,295,00 114,750 2,409,750 _. $8270000 $2,305,325 $10,575,325 Principal payments are made annually on March I, and interest payments are made semi-annually on March 1 and September 1. On December 1, 1995 the City issued $9,095,000 of Waterworks System Refunding Revenue Bonds Series 1995 with interest rates varying from 3.9°/ to 5.2%. 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 after payment of costs of operation and maintenance. The bonds were issued to provide the City with funds to defease $8,090,000 principal amount of Waterworks System Revenue Bonds, Series 1992. 46 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE E. - LONG-TERM OBLIGATIONS - Continued $ U35,000 Sewerage System Revenue Bonds (State Rey_olving Fund_ ProgramLSeries 1991 due as follows, ' Year Ending Interest Principal Interest June 30 Rate Due Due Total 2005 6.875% $ 120,000 $112,406 $ 232,406 2006 6.875 130,000 104,156 234,156 2007 6.875 135,000 95,219 230,219 2008 6.875 145,000 85,937 230,937 2009 6.875 155,000 75 969 230,969 2010 6.875 165,000 65,312 230,312 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 _ 229781 $1,635,000 $678,561 $2,313,561 These bonds are dated December I, 1991. The proceeds of the bond issue were used to extend and improve the existing sewerage facilities serving the City Principal payments are made annually on June 1, and interest payments are made semi-annually on June I and December I 'The interest due on the 1991 Sewer System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issues trustee. As the City is reimbursed for sewer project expenditures from the construction fiords held by the trustee, the State of Missouri Department of Natural Resources deposits an amount equal to approximately 51.907% of the reimbursement into the reserve fund. The maximum amount of funds that will be advanced to the reserve fund will be $1,250,000. As bonds are retired 50%of the amount of bonds retired will be repaid to the State of Missouri Department of Natural Resources out of the reserve fund. The balance of the reserve fund at June 30, 2004 was $998,060. The reserve fund yields 691%. During the fiscal year-end June 30, 2001 certain bonds originally issued by the State Environmental Improvement and Energy Resources Authority as part of the State Revolving Fund Program were refunded. Annual debt service savings resulting from this transaction are to be used to offset City debt service payments due on Series 1991 Bonds. During the fiscal year ended June 30, 2004, City interest expense was reduced by $16,858 as a result of this transaction_ Over the remaining life of these bonds, the City will receive net present value benefits of approximately $140,000 from this transaction. 47 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 + NOTE E - LONG-TERM OBLIGATIONS - Continued $ 332,000 Sewerage System Revenue Bonds (State Revolving Fund Program) Series 1993 due as follows. Year Ending Interest Principal Interest June 30 Rate Due Due Total 2005 4.900% $ 23,000 $ 16,983 $ 39,983 2006 5.000 24,000 15,819 39,819 2007 5.100 25,000 14,582 39,582 2008 5.200 27,000 13,242 40,242 2009 5.250 28,000 11,805 39,805 2010 5A00 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 5400 _. 3.9,000 ._1.053 __. 40,053 $332,000 _S 07,397 $439,397 Thesebonds are dated August 1, 1993 'fhe proceeds ofthebond issue were used to extend and improve,the existing sewerage facilities serving the City. Principal payments are made annually on March I, and interest payments are made semi-annually on March I and September I_ The interest due on the 1993 Sewer System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures from the construction funds held by the trustee, the State of Missouri Department of Natural Resources deposits an amount equal to approximately 70% of the reimbursement into the reserve fund_ The maximum amount of funds that will be advanced to the reserve fund will be $350,000. As bonds are retired, 70% ofthe amount of bonds retired will be repaid to the State of Missouri Department of Natural Resources out of the reserve Pond. The balance of the reserve fund at June 30, 2004 was $232,400. The reserve fund yields 5.15%. 48 -� City of Cape Girardeau, Missouri NOTES '1*0 FINANCIAL STATEMENTS June 30. 2004 NOTE E - LONG-TERM OBLIGATIONS - Continued $ 7,729 209 Water Pollution Control Revenue Bonds State Revolving Fund Program) Series 19951) due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2005 5.500% $ 928,413 $ 626,587 $ 1,555,000 2006 5.650 932,824 742,176 1,675,000 2007 5.750 937,566 862,434 1,800,000 2008 5.850 943,267 996,733 1,940,000 2009 5.950 946,770 1,143,230 2,090,000 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 6200. 326,281 683,719 1,010,000 2015 6200. 303,920 696,080 1,000,000 2016 6,250 278,844 706,156 985,000 2017 6250 259,535 715,465 _ 975,000 $7,729 209 $10,125721 $17,855,000 These bonds are dated June I, 1995. The proceeds ofthe bond issue were used ibr the extension and improvement of the existing sewerage system serving the City. Principal and interest payments are made annually on January I beginning in 1998. "Phe interest due on the 1995D Water Pollution Control Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures from the construction funds, the State of Missouri Department of Natural Resources deposits an amount equal to 70% of the disbursement into the reserve fund. The maximum amount of funds that will be advanced to the reserve fund will be 70% of the principal amount less the original issue discount. As bonds are retired 70% of the amount of bonds retired will be repaid to the State of Missouri Department of Natural Resources out of the reserve fund. The balance of the reserve fund at June 30, 2004 was $5,410,446_ The reserve fund yields 5.83%. 49 City of Cape Girardeau, Missouri NOTES 'FO FINANCIAL STATEMENTS June 30, 2004 NOTE E - LONG-TERM OBLIGATION - Continued $ 11,735,000 Sewerage System Revenue Bonds (State Revolving Fund Program) Series 1996 due as follows_ Year Ending Interest Principal Interest June 30 Rate Due Due Total 2005 5.150% $600,000 $672,709 $1,272,709 _ 2006 5.250 610,000 641,809 1,251,809 2007 5.350 690,000 609,784 1,299,784 2008 5500 700,000 572,869 1,272,869 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,t44,006 2014 5.875 800,000 318,181 1,1 18,181 2015 5.875 875,000 271,181 1,146,181 2010 5.900 895,000 219,775 1,114,775 2017 5.900 920,000 166,970 1,086,970 2018 5.900 945,000 112,690 1,057,690 2019 5.900 _ - 965,000 _56935 1,021 935 $11,735,000 $5,897,276 $17,632,276 These bonds are dated June I, 1996. The proceeds of the bond issue were used for the extension and improvemcnt of the existing sewerage system serving the City. Principal payments are made annually on January I. Interest is paid semi-annually on January I and July I beginning in 1997. The interest due on the 1996 Sewerage System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures from the construction funds, the State of Missouri Department of Natural Resources deposits an amount equal to 70% ofthedisbursement into the reserve fund- The maximum amount of funds that will be advanced to theresetve will be $9,474,500. As bonds are retired, 70% of the amount of bonds retired will be repaid to the Department of Natural Resources out of the reserve fund_ The balance of the reserve fund at June 30, 2004 was $8,214,500. The reserve fund yields 5.70°!0. 50 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMEN rS June 30, 2004 NOTE E - LONG-TERNI OBLIGATION - Continued During the fiscal year ended June 30, 2001 certain bonds originally issued by the State Environmental Improvement and Energy Resources Authority as part of the State Revolving Fund Program were refunded. Annual debt service savings resulting from this transaction are to be used to offset City debt service payments due on Series 1996 Bonds. During the fiscal year ended June 30, 2004, City interest expense was reduced by $14,928 as a result of this transaction. Over the remaining life of these bonds, the City will receive net present value benefits of approximately $186,000 from this transaction. $ 8,305,000 SeweraeeSystem Revenue Bonds (State Revolving Fund Program Series_2000 due as follows_ Year Ending Interest Principal Interest June 30 Rale Due Due Total 2005 4.400% $ 50,000 $ 444,630 $ 494,630 2006 4.500 55,000 442,293 497,293 2007 4500 120,000 438,355 558,355 2008 4.500 130,000 432,730 562,730 2009 4 600 145,000 426,470 571,470 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 62b,084 2015 5625 275,000 362,099 637,099 2016 5.625 475,000 341,006 816,006 2017 5.625 555,000 312,037 867,037 2018 5.300 590,000 280,793 870,793 2019 5.400 1,590,000 222,228 1,812,228 2020 5.450 1,655,000 134,199 1,789,199 2021 5.500 1,620,000 44 550, 1 664550 $8,305,000 $5,877,504 $14,182,504 These bonds are dated November I, 2000. The proceeds of the bond issue will be used to extend and improve the existing sewerage facilities serving the City. Principal payments are made annually on July 1, and interest payments are made semi-annually on July I and January I. 5l City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 r NOTE E - LONG-TERM OBLIGATION — Continued The interest due on the 2000 Sewer System Revenue Bonds is subsidized by interest earnings on a reserve fund held by the bond issue's trustee. As the City is reimbursed for sewer project expenditures from the construction funds held by the trustee, the State of Missouri Department of Natural Resources deposits an amount equal to approximately 70% of the reimbursement into the reserve fund. The maximum amount of funds that will be advanced to the reserve fund will be $5,848,500. As bonds are retired 70% of the amount of bonds retired will be repaid to the State of Missouri Department of Natural Resources out of the reserve fund_ The balance of the reserve fund at June 30, 2004 was $5,166,163_ The reserve fund yields 6.71%- $22,080,000 Waterworks System Revenue Bonds (State Revolving Fund Program Series ,1998 due as 'r follows: Year Ending Interest Principal Interest June 30, Rale Due Du Total 2005 4.000% $ 810,000 $ 1,057,395 $ 1,867,395 2006 4.000 870,000 1,024,995 1,894,995 2007 4.100 920,000 990,195 1,910,195 2008 4200. 1,000,000 952,475 1,952,475 2009 4.300 1,025,000 910,475 1,935,475 2010 4375 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 2,350,000 628,838 2978,838 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 2,655,000 243,225 2,898,225 2018 4.500 2 750,000 123 750 2,873,750 $22 080 000 $9957,422 $32,037,422 These bonds are dated December 1, 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 I. Interest is paid semi-annually on January l and July I beginning on July 1, 1999. 52 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE E - LONG-TERM OBLIGATION — Continued The interest due on the 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% of the disbursement into the reserve fund. The maximum 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 of bonds retired will be repaid to the Department of Natural Resources out of the reserve fund. The balance of the reserve fund at June 30, 2004 was $6,128,428. The reserve fund yields 4.71%. $229 000 City of Caoe Girardeau Missouri Lease Purchase Agreement dated June 17 1999 due as follows: Year Ending Interest Principal Interest June 30, Rate Due Due Total 2005 5.000% $ 28,000 $11,450 $ 39,450 2006 5.000 29,000 10,050 39,050 2007 5.000 31,000 8,600 39,600 2008 5.000 33,000 7,050 40,050 2009 5.000 34,000 5,400 39,400 2010 5.000 36,000 3,700 39,700 2011 5.000 38,000 L900 39.900 $229,000 $48,150 .$277,150 The lease agreement is the obligation of the City of Cape Girardeau, Missouri. Principal and interest will be paid by the City front proceeds of the site lease and the lease agreement. The purpose of the lease agreement was to ( I) rehabilitate and otherwise improve theA. C. Brase Arena Building and (2) acquire a building atthe Cape Girardeau Regional Airport known as the ` Lipp's Hanger" Principal payments are made annually on April I and interest payments are made semi-annually on April I and October I. $ 491,000 Cityof Cane G_rardeau Lease Purchase Agreement dated March 3 12000 due as follows: Year Ending Interest Principal Interest June 30 Rate Due Due Total 2005 5.750% $491,000 _$28233 _ $519 233 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 purchase approximately 12 acres in the south central portion of the City for the Public Works Department. 53 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE E - LONG-TERM OBLIGATIONS — Continued The principal payment is made at maturity and interest payments are made semi-annually on March 1 and September I. Certificates of Participation (Capital Improvements Proj_eets) Series 1997A The certificates are obligations of the City of Cape Girardeau, Missouri under a Lease Purchase Agreement between the City and the Cape Girardeau (Missouri) Public Facilities Authority (the "Corporation''), the Corporation will assign the right to receive rental and other receipts from the City to Union Planters National Bank (the "Trustee")- The purpose of the 1997A Series certificates is to (1) pay the costs of completing the construction, furnishing and equipping of a convention and recreational facility that constituted part of the 1993 project, (2) pay the costs of acquiring, constructing, furnishing and equipping various equipment and capital improvement projects, (3) fund the debt service requirements for the Series 1997A Certificates, and (4) pay the costs of issuance of the Series 1997A Certificates. The certificates were retired on April L 2004, using fiords available to the City. Certificates of Participation (Capital Far rovements_Projeets),. Series 199713, The certificates are obligations of the City under a Lease Purchase Agreement between the City and the Cape Girardeau (Missouri) Public Facilities Authority (the "Corporation'), the Corporation will assign the right to receive rental and other receipts from the City to Union Planters National Bank (the "Trustee") The purpose of the 1997B Series certificates is to (1) defease $755,000 outstanding principal amount of Cape Girardeau (Missouri) Public Facilities Authority_ Building and Equipment Leasehold Revenue Bonds (Airport Improvement Project) Series 1990B, and (2) pay the costs of issuance of the Series 1997B Certificates_ The certificates were retired on April I, 2004 using funds available to the City. s4 55 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE E - LONG-TERM OBLIGATIONS - Continued $2,815,000 Certificates of Participation (Renaissance Aircraft)- Series 2001 Year Ending Interest Principal Interest June 30 Rate Due Due Total *2005 4.000% $ 90,000 $ 157,487 $ 247,487 *2006 4.250 110,000 152,931 262,931 *2007 4.300 125,000 147,319 272,319 2008 4.550 125,000 140,940 265,940 2009 4.625 130,000 135,253 265,253 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 5800 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 65,360 265,300 2018 6000 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 $2,815,000 $1,672,160 $4,487,160 * Includes taxable certificates of $45,000, $50,000, and $55,000 in years 2005-2007 with 6.125% coupon I lie certificates are obligations of the City under a Lease Purchase Agreement between the City and UMB 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 is to construct and equip an airport manufacturing facility to be leased to Renaissance Aircraft, LLC. + Principal payments are made annually on April L. and interest payments are made semi-annually on April I and October l 55 City of Cape Girardeau, Missouri NOTES TO FINANCIAL S'fATENIENTS June 30, 2004 NOTE E - LONG -'PERM OBLIGATIONS- Continued The cash and investments available to service revenue bonds are $779,993 and $7,597,154 for the governmental and business -type activities, respectively. The cash and investments available to service the leasehold revenue bonds and certificates of participation in governmental activities are $133,523 and $280,992 respectively_ Included in business -type activities restricted cash on the statement of net assets is $1,M6,910, which is the balance in the 2000 sewer project account which represent incomplete projects at June 30, 2004. Ifthe project funds are not used, the remaining balance can be applied against debt. 56 The annual requirements to amortize all debt outstanding as of June 30, 2004 including total interest payments of $37,157,787 are as follows Special Leasehold Certificates Year Ending Obligation Revenue Revenue of June 30, Bonds Bonds Bonds Participation Total 2005 $ 591,955 $ 6,647,944 $558,683 $247,487 $ 8,046,069 2006 578,655 6,812,579 39,050 262,931 7,693,215 2007 405,093 7,098,155 39,600 272,319 7,815,167 2008 394,905 7,304,773 40,050 265,940 8,005,668 2009 389,380 7,403,608 39,400 265,253 8,097,641 2010 365,130 7,029,620 39,700 264,240 7,698,690 2011 170,655 6,332,357 39,900 262,760 6,805,672 2012 164,455 7,482,293 - 265,760 7,912,508 2013 158,177 5,058,676 - 266,760 5,483,613 2014 - 6,002,990 - 262,160 6,265,150 2015 - 5,773,795 - 262,260 6,036,055 2016 - 5,842,881 - 266,760 6,109,641 2017 - 5,827,232 - 265,360 6,092,592 2018 - 4,802233 - 263.360 5,065,593 2019 - 2,834,163 - 200,180 3,100,343 2020 - 1,789,199 - 263,130 2,052,329 2021 = 1664550 - 264,500 _ 1,929,050 3 218 405 X95,707,048 $ 796,383 $4,487,160 $104,208,996 The cash and investments available to service revenue bonds are $779,993 and $7,597,154 for the governmental and business -type activities, respectively. The cash and investments available to service the leasehold revenue bonds and certificates of participation in governmental activities are $133,523 and $280,992 respectively_ Included in business -type activities restricted cash on the statement of net assets is $1,M6,910, which is the balance in the 2000 sewer project account which represent incomplete projects at June 30, 2004. Ifthe project funds are not used, the remaining balance can be applied against debt. 56 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE F - DEFICIT FUND BALANCES/RETAINED EARNINGS The Softball Complex Fund's total liabilities exceeded its total asset by $141,512. 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_ t.AGERS 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 Section 401 A and it is tax exempt The Missouri Local Government Employees Retirement System issues a publicly available financial report that includes financial statements and required supplementary information. That report may be obtained by writing to LAGERS, PO Box 1665, Jefferson City, MO 65102 or by calling 1-800-447-4334. 2. Funding Policv The Cil, of Cape Girardeau's full -lime employees do not contribute to the pension plan The political subdivision is required to contribute at an actuarially determined rate, the current rate is 6.8%(general), 2.5% (police) and 10.4% (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 2004, the political subdivision's annual pension cost of $714,208 was equal to the required and actual contributions. The required contribution was determined as part of the February 28, 2002 and/or February 28, 2003 annual actuarial valuation using the entry age actuarial cost method. The actuarial assumptions included (a) a rate of return on the investment of present 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 42% per year, depending on age, attributable to seniority/merit, (d) pre- retirement mortality based on the 1983 Group Annuity Mortality table and (e) post- retirement mortality based on the 1971 Group Annuity Mortality table projected to 2000 set back 1 year for men and 7 years for women. The actuarial value of assets was determined using techniques that smooth the effects of short-term volatility in the market value of investments over a five-year period. The unfunded actuarial accrued liability is being amortized as a level percentage of projected payroll on an open basis. The amortization period at February 28, 2004 was 15 years. 57 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 Nor TE G - PENSION PLAN - Continued Three -Year Trend Information Fiscal Annual Percentage Net Year Pension Of APC Pension Endin Cost (APC) Contributed Oblieadon 06/30/02 $1,094,292 100% $0 06/30/03 816,335 100% 0 06/30/04 714,208 100% 0 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, 2001 annual actuarial valuations. For a complete description of the actuarial assumptions used in the annual valuations, please contact the LAGERS office in Jefferson City. NOPE 11 - INTEREST EXPENSE Interest cost, including handling charges, totaling $2,757,296 excluding $61,960 of interfund interest, was incurred during the year ended June 30, 2004. No interest cost was capitalized as part of the cost of assets constructed during the period - NOTE 1 - IN'FERFIIND RECEIVABLES AND PAYABLES The following is a summary of inter fund balances as of June 30, 2004. Advance to/from other funds 58 Advanecs 1}om Advances to Ucncrnl fond $ 1,598,690 $ - EpipnontRglawmentf d 88,109 S,,,, Fund - 305,578 Airport Fund - 88.109 Solid Music Fund _ 750,000 r9olfcourec I and - 353.112 Soltball Complex Fmtd 190,000 $ 1,A6,799 58 _ City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 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, 2004 was as follows- Softball sever Wb ter SolidWasm CklfCoume Complex 'Imal I und Lund Fund IL,d Fund EnHt Operating rcvcnucv $2,563,945 $5,207,544 $2,592.209 $494173 $ 142,467 $11,000,538 Deprecianon 1648,558 692.670 122.982 68,075 6.052 2.538137 Operating Lreoinc Q.nas) (526.019) 981,021 166297 (54,517) (261,817) 304.965 Operating tmnsfem in 1,983,082 120,000 - 27,966 266,291 2,397339 Net lnconic(I,oss) 1,670.672 1997,624 170,954 (43.886) (306) 3,695,058 Current Capital Contributirn, 797,570 1931,566 5.210 - - 2,134346 Ymperty, Pham vnd Equipnlcn( Ad&hom 1,9632112 1605,309 246.434 9,264 12,125 3,835,334 _ Dcictioas 5.609) (116018) (138,549) - (28,2511) (288425) NC Wurking Ca pilal 341,665 1,091,134 1,110,267 79 12,253 2555398 T.rd Arida 61499424 42,522.891 2,279,346 509-617 96,113 106,907.391 I fonds and 01 her l imp -1 crm Liahilifine Vmablc Ilam operating ldecmm, 35,780.70 &.824222 236,622 - - 44 N4L89 Tond Nd Assets 524,686 724 %33.166379 $931,138 $118.126 $(141,51'_) $58763.855 59 .. City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE K - RESERVATION OF FUND EQUITY At June 30, 2004, the City had reserved its fund equity as follows_ General Fund Reserved for emergency fund $2,880,567 Reserved for prepaid items 93,999 Reserved for advance 1,598,690 Reserved for mausoleum maintenance 85,319 Reserved for Local Access Channel 35,000 Reserved for encumbrances 41,861 _ $4,735,436 Airport Fund Reserved for prepaid items $ 42,364 Reserved for encumbrances 27,550 Reserved for bong -term receivables 1,989,774 Reserved for Airport Facilities Project 145 219 $2,204,907 Parks and Recreation Fund Reserved for prepaid items $ 1,268 .. Reserved for Operations and Maintenance 31,345 Reserved for encumbrances 2,364 $ 34,977 Transportation Sales Tax Trust Fund 11 Reserved lot encumbrances $ 128,426 Debt Service Fund Reserved for debt service $ 343,376 Reserved for emergency fund _ 78,204 $_ 42_1 580 Other Governmental Funds Reserved for encumbrances $2,167,483 Reserved for emergencies 746,849 Reserved for prepaid 65,845 Reserved for River Campus 11,511 $2,99 1,68 60 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOPE L - RESERVED RETAINED EARNINGS AND RESTRICTED ASSET ACCOUNTS At June 30, 2004, the City has restricted assets in its Proprietary Funds as follows IJcprroiation Re, enue Bond And Bond Sinking and Reolecement Construction Reserve Fund Total Scrcer fund $127,000 $1,022327 $5,288,455 $6,437,782 Water Fund 700,000 1,447 2,262966 2,966413 Solid Waste I'nud - 2 373 609 -21)82 $827,000 $827,000 $11728 147 $7 552,030 $9,407,177 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 ager closure The City closed its landfill in the fiscal year ending June 30, 1994, and an expense provision and related liability were recognized at that time based on the future closure and poslClosure care costs that were estimated to be incurred new ur 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 $106,000 as of June 30, 2004, 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, 2004. I low ever, the actual coNl of clusure and postclosure care may be higher due lu inflation, changes in technology, of 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 Four which the proceeds have been used to pay the closure costs. Ci City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE N - RISK NIANAGEM ENT The City is exposed to various risks of loss related to torts, theft of, damage to and destruction of assets, errors and omissions, natural disasters and employee health benefits. These risks, with the exception of those _ discussed in the following paragraphs, are covered by commercial insurance_ Settled claims have not exceeded this commercial coverage in any of the past 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, vehicle loss and accident liability, errors and omissions, and employee benefit liability. Risks for these coverages are spread across members of the fund. Currently the fund is comprised of 580 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. I'he 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_ The City has established self-insurance plans for employees' health insurance and workmen's compensation. Roth of these are accounted for using internal service fiords. Under each plan, the City is substantially self-insured and uses an administrator to handle claims management. The City provided health coverage to its employees through a minimum premium plan administered by Right Choice Managed Care, which had an "A-" rating by A . 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 tip to the specific stop loss amount of $75,000 and $100,000 annually per employee and up to the aggregate stop loss amount of approximately $1,660,000 and $1,800,000 annually beginning January I, 2003 and 2004, respectively, for all employees These limits apply only to claims made during the respective calendar years. Rates were charged by the internal service fund to the other city funds to cover the monthly premium to the administrator and claims up the aggregate stop loss amount. Corporate Claims Management, lire administers the City's workmen's compensation plan. Under thus plan, the City pays the administrator a per claim fee to administer its claims. All claims are paid directly by the City. _ The City has purchased insurance coverage from Safety National Casualty Corp. that limits the maximum claims to $225,000 and $275,000, for regular employees and police employees, respectively_ Additionally, $1,000,000 in coverage is provided for annual claims in excess of $535,000. 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. 62 City of Cape Girardeau, Missouri NOTES TO FINANCIAL. STATEMENTS June 30, 2004 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 NOTE O - CONCENTRATION OF CREDIT RISK/BAD DEBT ALLOWANCE The City has uneollateralized utility accounts receivable generated within a limited geographical region primarily consisting of its City limits. The City also has taxes, special assessments, and user fees receivable which are concentrated among its citizens. Some of these items attach as liens against real and personal property. The maximum accounting loss is the amount shown as utility charges receivable on the Statement of Net Assets_ At June 30, 2004, utility receivables totaled $1,294,727. On the financial statements, the utility receivables are shown net of the allowance for doubtful accounts of $96,361. This results in net utility receivable of $1,198,366. During the year ended June 30,2004, theallowance was increased by $74,830 orapproximately 73% of the current year's utility charges and accounts totaling $69,177 were written of 63 Health Workers' — Insurance Compensation Total Balance June 30, 1999 $ - $ 297,205 $ 297,205 — Provision for Incurred Claims 778,268 252,105 1,030,373 Payments of Claims ___... (628,268) _ (220,602 (848,870) — Balance June 30, 2000 $ 150,000 $ 328,708 $ 478,708 Provision for Incurred Claims 1,427,977 275,758 1,703,735 Payments of Claims (1,452,977) (294_794) X747.771) - . Balance June 30, 2001 $ 125,000 $ 309,672 $ 434,672 Provision for Incurred Claims 1,274,192 327,400 1,601,592 Payments of Claims (1,274,192 (343,045) (1,617 237) — Balance June 30, 2002 $ 125,000 $ 294,027 $ 419,027 Provision for Incurred Claims 1,612,710 218,620 1,851,330 Payment ofClaims (i_573,7 10) _ (262250) (1,842,060) — Balance June 30, 2003 $ 184,000 $ 243,397 $ 427,397 Provision for Incurred Claims 1,997,671 528,506 2,526,177 — Payment of Claims (1,851 671) (416,903) (2,268,574) Balance June 30, 2004 $ 330,000 $ 355,000 $ 685,000 NOTE O - CONCENTRATION OF CREDIT RISK/BAD DEBT ALLOWANCE The City has uneollateralized utility accounts receivable generated within a limited geographical region primarily consisting of its City limits. The City also has taxes, special assessments, and user fees receivable which are concentrated among its citizens. Some of these items attach as liens against real and personal property. The maximum accounting loss is the amount shown as utility charges receivable on the Statement of Net Assets_ At June 30, 2004, utility receivables totaled $1,294,727. On the financial statements, the utility receivables are shown net of the allowance for doubtful accounts of $96,361. This results in net utility receivable of $1,198,366. During the year ended June 30,2004, theallowance was increased by $74,830 orapproximately 73% of the current year's utility charges and accounts totaling $69,177 were written of 63 City of Cape Girardeau, Missouri NOTES TO FINANCIAL STATEMENTS June 30, 2004 NOTE P - COMMITMENTS AND CONTINGENCIES 1. Litisation 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- The City has recorded a provision for claims and lawsuits for which a loss is probable. 2. Grant Audit The City receives Federal and State Grants for specific purposes that are subject to review and audit by various Federal and State agencies. Such audits could result in a request for reimbursement by any of the Federal and State agencies for expenditures disallowed under the terms and conditions of the appropriate agency. In the opinion of City management, such disallowances, if any, will not be significant. 3. Construction Commitments As of June 30, 2004, the City had construction commitments outstanding of $2,750,062. The construction commitments represent incomplete portions of contracts entered into to construct the followingvarious street projects, a riverfront trail, water plant #1 expansion, South Ramsey Branch Lift Station and Force Main, and 2" waterline replacement for the new Federal Courthouse_ These contracts are expected to be completed within the next fiscal year. 4. Encumbrances As of June 30, 2004, the City had encumbrances outstanding of $3,417,874. 5. Environmental Remediation City management is aware of one instance of environmental contamination of City owned property. City management is actively resolving these concerns_ The City is working with the Missouri Department of Natural Resources (DNR) to obtain a Plan of Action for the contaminated site. In the opinion of City management, the expenses associated with environmental remediation of these and other potential sites will not be significant to the City's financial statements. 64 REQUIRED SUPPLEMENTARY INTORMATION It 1 1 1 1 1 1 i 1 1 i 1 1 1 1 1 1 1 1 REVENUES Taxes Licenses 8 permits Intergovernmental Charges for services Internal charges Fines and forfeits Miscellaneous Investment revenue Special assessments Total revenues EXPENDITURES Current: Administrative Contingency 1, Development Services Parks and Recreation Public Safety Public Works Debt service- Interest Principal Capital Outlay: Administrative Parks and Recreation Public Safety City of Cape Girardeau General Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2004 Budgeted Amounts Original Final $ 12,292,790.00 S 12,292 790.00 1, 094.700.00 1, 094,700 00 468.305.00 468,385.00 357,450.00 357.450.00 731350.60 731,350.00 830.000.00 830.000.00 85262.00 85,262.00 137,155.00 137,155.00 2,500.00 2,500.00 15, 999.592.00 15, 999,592 00 Total expenditures Excess (deficiency) of revenues over (under) expenditures OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers m Advance repayments Asset disposition Transfers out Total other frprong sources and uses and special items Net change In fund balances Fund balances —beginning Fund balances ending 1 ]64.110.00 25,000.00 1,650,430.00 1,304,248.00 8,618,283.00 2.105.796.00 15,467,867 00 3,100,00 10.200.00 13,300.00 23,153.00 23,153.00 15.504,320 ED 495272.00 1,091,175.00 35.255.00 (1,621,70200) (495272.00) 4,158,311.55 4,158,31155 1,686 450.00 25,000.00 1.700.430.00 1.330,248.00 8,630,282.00 2.105.796.00 15 478,206 00 3.100.00 10,200.00 13,3 1,660.00 23,153.00 41,401.00 15,557720.00 441,872.00 1091,175.00 35.255.00 (1,661,702.00) (535,27200) (93,400 00) 4,158.311.55 3 4,064 911 55 Actual Amounts $ 12,377,899.86 1,152,724.86 488,174.03 349,957.56 645,075.75 790,746.39 148,693.07 124,818.96 1,459.32 16,079,549.80 1,656,282.05 33,790.79 1,533,414.81 1.331,825.52 8,462.217 66 2,028.837.51 15,048,368.34 3,101.61 10,198.39 13,300.00 2.250.34 22,633.59 44,632.37 69,516.30 15,131,184.64 948,365.16 1,091,175.00 35,254.50 90,621 42 (1.782,339.63) (565,208.71) 383,076 45 4,158,311.55 4,541,388.00 Variance with Final Budget - Positive (Negative) $ 85,109.86 58,024.86 19,789.03 (7,492.44) (86,274 25) (39,253.61) 63,431.07 (12,336.04) (1,040.68) X95 28,167.95 (8,790.79) 167,015.19 (1,577.52) 168.064.34 76.958.49 429,837.66 (1.61) (590.34) 519.41 (3,231.37) 426,535.36 506493.16 (0.50) 90,621 42 (120,637.63) (70 016-71 ) 476,476.45 —$ --47€d9€43 f 1 1 f 1 1 1 1 1 1 1 1 i i 1 1 1 1 1 EXPENDITURES City of Cape Girardeau Current Airport Administrative Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual C' For the Year Ended June 30, 2004 00 '3bebt service: Budgeted Amounts Interest Original Final Actual Amounts REVENUES 40,590.00 Intergovernmental $ 125,000.00 $ 125,000.00 $ 24],66].00 Charges for services 804.000.00 804,000.00 893,153.70 Miscellaneous 175,276.00 175,276.00 167,252.50 Investment revenue 1,446,802 - - 992.74 Total revenues 1,104,276.00 1,104,276.00 1,309,065.94 EXPENDITURES Current Administrative 1,395,930.00 C' 1.395,930 00 '3bebt service: Interest 10,282.00 Principal 40,590.00 50,87 00 Capital Outlay: Administrative Total expenditures 1,446,802 00 Excess(defitlency) of revenues over (under) expenditures (342,526.00) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 342,526.00 Transfers out (39.303.00) Total other financing sources and uses and special Items 303,223.00 Net change In fund balances (39.303.00) Fund balances --beginning 2,220,553.01 Fund balances—ending $ 2,181,350:01 10,282.00 40,590 00 136.300.00 136,300 00 1,744 102 00 (639.826.00) 342,526.00 $ 1,884,050.01 1,538.717.36 1.538,717 36 11,651.72 40,590.92 52,242.64 137,446.82 137,446.82 1,728,06 82 (419,340.88) 472,526.00 (38,192.(54) 434,333.36 14,992 48 2,220,653.01 $ 2,235,645.49 Variance with Final Budget - Positive (Negative) $ 122,66700 89,153.70 204,789.94 18,212.64 18.212.64 (1,369.72) (0.92) (1,370.64) (1,146.82) (1,146.82) 15,695.18 220,485.12 130,000.00 1,110.36 131,110.36 351 595 48 $ 351,595.48 I 1 1 1 1 1 1 1 1 1 i 1 1 City of Cape Girardeau Park and Recreation Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2004 [Indicated Amounts Original Final Actual Amounts REVENUES Charges for services $ 479400.00 Miscellaneous 2.700.00 Investment revenue 2,70000 Total revenues 484,800.00 EXPENDITURES Current: Parks and Recreation 1,239,470 00 1,239,470,00 `:'Capital Outlay: J Parks and Recreation Total expenditures 1.239,470 00 Excess (deficiency) of revenues over (under) expenditures (754.670.00) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers In 754,670.00 Total other financing sources and uses and special items 754,670,00 Net change In (antl balances - Fund balances -- beginning 10,780.68 Fund balancesending$ 1078068 $ 479,400.00 2,700.00 2,700.00 484,800.00 (754,670.00) 754,670.00 754,670.00 10,780.68 $ 10,780.68 $ 501,749.36 506,545.28 1.221.046.16 1,221,046.16 4,03546 4,035 46 1,225,081.62 (718,536.34) 750,161.16 750,161.16 31,624.82 10,780.68 $ 42,405.50 Variance with Final Budget - Positive (Negative) $ 22,349.36 21,745.28 18,423.84 18,423.84 (4,035.46) (4,508.84) (4,508.84) 31 624.82 $ 31,624.82 1 1 1 1 1 1 1 1 Y Y i 1 1 1 1 1 It 1 1 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. 2004 Variance with Budgeted Amounts Final Budget Positive Original Original Final Actual Amounts (Negative) REVENUES Investment revenue $ 64,671.00 S 64.671.00 $ 50,172.25 $ (14,498.75) Special assessments 123,000.00 123,000.00 558,758.10 435758.10 Total revenues 187.671.00 187.671.00 60$930.35 421,259.35 EXPENDITURES Debt service: Administrative charges 2500.00 2,500.00 - 2,500.00 Interest 47,171.00 47,171.00 47,170.50 0.50 Issuance at - - 167.zo (167.20) 0, Principal 123.000.00 123,000.00 123,00600 as 172.671.00 172,671.00 170,33770 2,333.30 Capital Outlay: Capital Improvement Projects 400,000.00 395,016.21 4,983.79 400,000.00 395.016.21 4,983.79 Total expenditures 172,671.00 572,671.00 565,353.91 7,317.09 Excess(defidenoy) of revenues over (under) expenditures 15,000.00 (385,000.00) 43,576.44 428,57644 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other financing sources and uses and special items Net change in fund balances 15,000.00 (385.000.00) 43,57644 428,57644 Fund balancesbeginning579,380.74 579,380.74 579,38074 Fund balancesendingS 594,380.74 S 194,380.74 $ 622,95].18 S 428,57644 I 1 i f i 1 1 i 1 1 1 1 1 i 1 1 1 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, 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 424.647.00 $ 424.647.00 $ 428,70042 $ 4,05342 Intergovernmental 9.500.00 9,500.00 10,257.28 ]5].28 Miscellaneous 2],550.00 27,650.00 27]02]2 152.72 Investment revenue 38,126.00 38,126.00 41,876.86 3,750.85 Special assessments 61.53].00 61,537.00 66,810.56 5,273.56 Total revenues 561,360.00 561,360.00 5]5,34].84 13,98].84 EXPENDITURES Current. Debt Service 6,85100 5,851.00 6,360.63 (499.63) 5,851.00 5,851.00 6,350.63 (499.63) , Debt service: Administrative charges 10.500.00 10,500.00 2,164.53 8.335.47 Interest 292,408.00 292,408.00 292,559.72 (151 ]2) Issuance cost - - 8]]8 (8]]8) Principal 1,525,]00.00 1,]30.]00.00 1,]30,]00.00 1,828,608.00 2,033,608.00 2,025,512.03 8,095.97 Total expenditures 1,834,459.00 2,039,459.00 2,031,862.66 ],596.34 Excess(defdency) of revenues over (under) expenditures (1,2]3,099.00) (14]8,099.00) (1,456,514.82) 21,684.18 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers In 812,509.00 812.509.00 777,621.13 (34,88].8]) Total other financing sources and uses and special items 812,509 00 812,509.00 777,621.13 (34,88].8]) Net changein fund balances (460,590.00) (665,590.00) (678,893.69) (13,303.69) Fund balances — beginning 1,100,240.60 1,100,240.60 1,100,240.60 Fund balances — ending $ 639,650.60 $ 434.650.60 $ 421,346.91 ($ 13.30369) 1 1 1 1 i 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Cape Girardeau Required Supplementary Information Schedule of Funding Progress For the Year Ended June 30, 2904 (a) ;b� Q>a1 (a/b) (c) Entry Age Unfunded Actuarial Actuarial Actuarial Accrued Annual Valuation Value Accrued Liability Funded Covered Date of Assets Liability (UAL) Ratio Payroll 2/28/02 $ 25,373,273 S 21,626,716 $ (3,746.554) 117% S 10,820,521 2/28/03 25,569,913 22,568,671 (3,001242) 113% 10,807,486 2/28/04 26,126,591 23,085,756 (3,040.835) 113% 10,538,630 NONMAJOR FUND FINANCIAL STATFMENTS i I f i 1 1 i 1 1 i 1 1 i 1 1 1 i i 1 City of Cape Girardeau Flood Protection Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the year Ended June 30, 2004 Budgeted Amounts Original Final Actual Amounts REVENUES Investment revenue $ - Totalrevenues EXPENDITURES Total expenditures Excess (defidency) of revenues over (under) expenditures OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other financing sources and uses and special items Net change in fund balances - Fund balances -- beginning 520.00 Fund balancesending$ 520.00 520.00 $ 520.00 $ 14.07 14.07 14.07 141Y1 $ 534.07 Variance with Final Budget Positive (Negative) $ 14.07 14.07 14.07 14.07 $ 14.07 I 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 i 1 1 City of Cape Girardeau Vision 2000 Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2004 Budgeted Amounts Original Final Actual Amounts REVENUES Miscellaneous $ - 5 - $ 240.00 Variance with Final Budget - Positive (Negative) c In no Investment revenue - - 44.44 44.44 Total revenues 284.44 284.44 EXPENDITURES Current: Development Services 1,500.00 1,500.00 2,901.29 (1401.29) 1.50000 1,500.00 2,901.29 (1,401.29) Total expenditures 1.500.00 1,500.00 2,901.29 (1,401.29) ti Excess (defiderI of revenues over (under) expenditures (150000) (1,500.00) (2,616.85) (1,116.85) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Compensation for damages - - 1,500.00 1,500.00 Transfers in 1,50000 1,500.00 1.500.00 Total other financing sources and uses and special Items 1,500.00 1,500 on 3,000.00 1,600.00 Net change In fund balances - - 383.15 383.15 Fund balances --beginning 2,797.68 2.797.68 2797.68 - Fundbalances— ending $ 2,797.68 $ 2,797.68 $ 3,180.83 $ 383.15 1 1 1 1 1 1 1 1 1 1 1 1 1 i 1 t 1 1 i 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, 2004 Budgeted Amounts Variance with Final Budget Positive (Negative) $ 146,018.37 e onn on 38,393.06 38,393.06 38,393.06 33,777.01 33.777.01 22409242 $ 225,092.42 Original Final Actual Amounts REVENUES Taxes $ 1,152,50000 5 1,152,500.00 $ 1,298,518.37 Miscellaneous 4.68000 4,680.00 4.680.00 Investment revenue 22.50000 22,50400 29,403.98 Total revenues 1,179,680.00 1,179,680.00 1,332,602.35 EXPENDITURES Current: Administrative 440 000.100 1,110,000.00 1,071,606.94 440,000.00 1,110,00000 1,071,606.94 Total expenditures 440,000.00 1,^.10.000.00 1,0]1,606.94 Excess (reticency) of revenues over (under) expenditures 739,680.00 69,680.00 260,995.41 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers out (641,973.00) (641,973.00) (608,195.99) Total other finanang sources and uses and special Items (641,973.00) (641,973.00) (608,195.99) Net change in lund balances 97]07.00 (572293.00) (347,200.58) Fund balances -- beginning 1,439,163 a0 1,439,163.40 1,439,163.40 Fund balancedending$ 1,536 870.40 $ 866,87040 $ 1,091,962.82 Variance with Final Budget Positive (Negative) $ 146,018.37 e onn on 38,393.06 38,393.06 38,393.06 33,777.01 33.777.01 22409242 $ 225,092.42 1 1 1 1 1 1 i i 1 1 1 Y 1 1 1 Y 1 1 Y 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, 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 18,00000 $ 18.000.00 $ 21,360.63 $ 3,360.63 Investment revenue 200.00 200.00 969.85 769.85 Total revenues 18,200.00 18.200.00 22,330.48 4,130.48 EXPENDITURES Current: Development services 675.00 675.00 7,91120 (7,236.20) 675.00 675.00 7,911.20 (7,236.20) Capital Outlay: Development Services 40.000.00 40,000.00 - 40,00(1 40,000.00 40,000.00 40,000.00 Total expenditures 40,675.00 40,675.00 7.911.20 32.763.80 Excess(defciency) of revenues over (under) expenditures (22.47500) (22.475.00) 14,41928 36,89428 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other financing sources and uses and special items Net change in fund balances (22.475.60) (2247500) 14,41928 36,89428 Fund balances — beginning 29,023.94 29,02394 29,023.94 Fund balances -ending $ 6,548.94 S 6,548.94 $ 43,443.22 $ 36,09428 I i 1 1 1 1 i 1 li 1 1 K I I It I i a & City of Cape Girardeau Health Statement of Revenues, Expenditures, and Changes In Fund Balances - Budget and Actual Forth a Year Ended June 30, 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes Licenses & permits Intergovernmental Miscellaneous Investment revenue Total revenues EXPENDITURES Current: Public Safety Capital Outlay: Public Safety Total expenditures Excess (deficiency) of revenues over (under) expenditures OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other fredcing sources and uses and special items Net change in fund balances Fund balances -- beginning Fund balances -- ending $ 250,961.00 $ 250,961.00 $ 251,210.56 $ 249.56 5500:30 5.500.00 4,766.00 (734.00) 5.906.00 5,906.00 6,153.64 247.64 - - 151.66 151.66 ].249.00 7,249.00 7,144.65 (104.35) 269.616.00 269,616.00 269,426.51 (189.49) 269.616.00 269,616.00 183458.60 86,15740 269.616.00 269,616.00 183458.60 86,15740 3,013.50 (3,013.50) 3.013.50 (3,013.50) 269,61600 269,616.00 186,472.10 83,143.90 82,954.41 82,954.41 - - 82,954.41 82,954.41 234,436 55 234,436.55 234,436.55 - $ 234,43655 $ 234,436.55 $ 317,390.96 $ 82,964.41 1 1 1 i 1 1 i f 1 i 1 1 1 1 1 1 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. 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ 1400,000.00 $ 1,400,000.00 $ 1465,709.36 $ 65,709.36 Investment revenue 21,000.00 21,00000 41436.62 20,436.62 Total revenues 1421,00000 1421,000.00 1,50],145.98 86,14598 EXPENDITURES Cunene Public Works 14.000.00 13,976.67 23.33 14,000.00 13.976.67 23.33 Capital Outlay: Capital Improvement Projects 6.000.00 4,857.95 1,142.05 c 6,000.00 4,857.95 1,142.05 Total expenditures 20,000.00 18,834.62 1,16538 Excess(de0ciency) of revenues over (under) expenditures 1421.000.00 1,401,000.00 1,488,311,36 87,311.36 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers out (1,727,00000) (1,727,000.00) (1727,000.00) Total other financing sources and uses and special items (1,727,000 00) (1,727,000.00) (1,727,000.00) - Netchaugetnfundbalances (306,000-00) (326,000.00) (238,668.64) 87,311.36 Fund balances — beginning 978465.58 978,465.58 978,465.58 Fund balances --ending $ 672,465.58 $ 652,465.58 S 739,776.94 $ 87,311.36 I i 1 1 1 1 1 1 1 i 1 i 1 1 f 1 i 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. 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ 96,438.00 S 96.438.00 $ 137,426.50 $ 40.988.50 Investment revenue 7,500.00 2500.00 8,55674 1,056.74 Total revenues 103,93800 103.938.00 145,983.24 42,045.24 EXPENDITURES CunenL Public Works 644.58 (644.58) 844.58 (644.58) Capital Outlay. Capital Improvement Projects 919,963.00 919,96300 74,01179 845,951.21 919,963.00 919,963.00 74,011.79 845,951.21 Total expenditures 919,96300 919.963.00 74,656.37 845,306.63 Excess (deficiency) of revenues over (under) expenditures (816,025.00) (816,025.00) 71,326.87 887,351.87 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers In 316,827.00 316,82200 24,558.31 (292,268.69) Total other finanang sources and uses and special items 316,827.00 316,827,00 24,558.31 (292,268.69) Net change in fund balances (499,198.90) (499,198.00) 95885.18 595,083.18 Fund balancesbeginning366,076.52 366,076.52 366,076.52 - Fund balances —ending ($ 133,121.48) ($ 133.12148) $ 461,961.70 $ 591 1 1 1 1 1 i 1 1 1 I 1 1 Y Y 1 1 1 1 11 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, 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 1,989,000.00 3 1,989,000.00 $ 1.992,300.27 $ 3,30027 Investment revenue 46,50000 46,500.00 ]],490.56 30,990.56 Total revenues 2,035,500.00 2,035,500.00 2,069,790.83 34,290.83 EXPENDITURES Debt service. Administrative charges 83.18].00 83.187.00 ]0,8]1.00 12,316.00 Interest ]2],]32.00 727,732.00 ]912]1.]2 (63,539.72) Principal 770.000.00 ]]0.000.00 770,000.00 - 1,580,919.00 1,580,919.00 1,632,142.]2 (51,223.]2) w Total expendlNres 1,580,919-00 1,580 919,00 1,632,142.72 (51,223.]2) Excess (deficiency) of revenues over(under) expenditures 454,58100 454,581.00 437,648.11 (16,932.89) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 30,00000 30,000.00 26,870.15 (3,129.85) Transfers out (1471,810.00) (1,4]1.810.00) (120,000.00) 1,351,810-00 Total other financing sources and uses and special items (1441,810.00) (1,441,810.00) (93,129.85) 1,348,680.15 Net Changs in fund balances (98]229.00) (98],229.00) 344,51826 1,331,747 26 Fund balances — beginning 2,203.421.39 2,203,421.39 2,203,421.39 - Fundbalances— ending $ 1,216 192 39 S 1,216 192 39 $ 2.547,939 65 $ 1,331,]4].26 i 1 1 1 i 1 1 1 1 i 1 1 1 i 1 i 1 1 i City of Cape Girardeau Capital Improvement Sates Tax -Sewer System Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual Forthe Year Ended June 30, 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 1,989,000.00 $ 1,989,000.00 $ 1992479.63 $ 3.479.63 Investment revenue 16,500.00 16,500.00 8.486.25 (8,013.75) Total revenues 2,005,500.00 2.005,500.00 2,000,965.88 (4,534.12) EXPENDITURES Total expenditures Excess(defiaiency) of revenues over (under) expenditures 2,005,500.00 2.005 500.00 2,000,965.88 (4,534.12) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Translate out (2,059,301.00) (2,059.301.00) (1,983,081.56) 76.219.44 Total other financing sources and uses and special items (2,059,301.00) (2069,301.00) (1,983,081.56) 76,219.44 Net changein fund balances (53.801.00) (53,801.00( 17,884.32 71,685.32 Fund balances —beginning 722,306.08 722,30608 722,306.08 Fund balances — ending $ 668.505.08 S 668,505.08 $ 740,19040 $ 71,685.32 1 1 1 i 1 1 Y 1 1 Y 1 1 i 1 i 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. 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Taxes $ 3.810,000 .00 5 3,810,000 00 $ 3,8]6,428.65 S 66,428.65 Intergovernmental 232,850.00 232,850.00 465,918.02 233,068.02 investment evenue 04.000.00 84,000.00 140,]59.00 56,759.00 Special assessments - - 30,028.63 30,028.63 Total revenues 4,126.850.00 4,126,850.00 4,513 134, TO 386,284.30 EXPENDITURES Current: Public Works - - 113.80 (113.80) - 113.80 (113.00) Capital Outlay. ac Capital Improvement Projects 5,362.500.00 5,362,500.00 1,5]],918.]0 3,784,581.30 O 5362,500.00 5,362.500.00 1,5]],918]0 3,784,501.30 Total expenditures 5.362.500.00 5,362,500.00 1,578,032.50 3,784,467.50 Excess(deficlency) of revenues over (under) expenditures (1,235,650.00) (1,235,650.00) 2,935,101.80 4,1]0,]51.80 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 - Netchangeinfundbalances 0,035 65C 07) (1,035,650.00) 3,135,101.80 4,170,]51.80 Fund balancesbeginning3,653,094.15 3,653,894.15 3,653 894 15 Fund balancesending$ 2,618,244.15 S 2,618,244.15 S 6.788,995.95 $ 4,1]0,]51.80 I 1 1 i i i 1 f i i 1 1 1 1 1 Y 11, 1 i 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. 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental S - $ - $ 512,841.08 $ 512,841.08 Investment revenue 450.00 450.00 4,008.58 3.558.58 Total revenues 450.00 450.00 516,849.66 516.399.66 EXPENDITURES Current: Administrative (136.90) 13690 (136.90) 136.90 Capital Outlay Capital Improvement Projects 49.250.00 613,250.00 588,99626 24,25374 49.250.00 613250.00 588,996.26 2425374 w Total expenditures 49.250.00 613,250.00 588,859.36 24,390.64 Excess(donvency) of revenues over (under) expenditures (48,800.00) (612,800.00) (72,009.70) 54079030 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other financing sources and uses and special items - Netchangelnfundbalances (48,800.00) (612.800.00) (72,00970) 540,79030 Fund balances —beginning 280.097.84 280,097.84 280,097.84 Fund balancesending$ 231.297.84 (S 332.702.16) $ 208.088.14 $ 540,790.30 1 1 1 f 1 i i 1 1 i 1 i 1 1 1 1 1 1 1 City of Cape Girardeau Street Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2004 Budgeted Amounts Original Final Actual Amounts REVENUES Intergovernmental IS 425,000.00 $ 425.000.00 $ (3,461.79) Investment revenue - - 47,775.55 Special assessments - - (2,67845) Total revenues 425,000.00 425,000.00 41.635.31 EXPENDITURES Capital Outlay, Capital Improvement Projects 1,495.800 00 1,495,800 00 Total expenditures 1 495,800.00 Excess (deficiency) of revenues ad over (under) expenditures (1,070,800.00) N OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 550,000.00 Total other financing sources and uses and special items 550,000.00 Net change in fund balances (520,800 00) Fund balances—beginning 865,84005 Fund balances -- ending S 345,04005 1.495.800.00 1,495,80000 1495.800.00 (1,070,80000) 550,000.00 550,000 00 (520,800.00) 865,840.05 5 345,040.05 606.723.29 606,723.29 606.723.29 (565,08798) 550,000.00 550,00000 (15,087.98) 865,840.05 $ 850,752.07 Variance with Final Budget Positive (Negative) $ (428,461.79) (383,364.69) 889,076]1 889,07671 889.076.71 505 712.02 $ 505,712.02 I 1 1 1 i 1 1 1 1 1 1 1 1 1 1 1 i 1 1 City of Cape Girardeau Park Improvements Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30. 2004 Variance with Budgeted AmountsFinal Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental $ 337,25200 $ 337252.00 $ 534,876.01 $ 197,624.01 Investment revenue - - 3,848.14 3.048.14 Total revenues 33725200 337,252.00 638,724.15 201472.15 EXPENDITURES Capital Outlay, Capital Improvement Projects 423320.00 423,32000 359,945.55 63,374.45 42332400 423.320.00 359,945.55 63,374.45 Total expenditures 423,32000 423320.00 359,945.55 63,37445 Excess (deficiency) of revenues over (under) expenditures (86,06800) (86,068.00) 178,778.60 264,846.60 w w OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other financing sources and uses and special items _ Net change in fund balances (86,06800) (86,068.00) 178,778.60 264,846.60 Fund balancer --beginning (258,755.88) (258,755.88) (258,755.88) Fund balanced—ending($ 344.823.081 (5 344,823.88) J179 977 28L $ 264,84460 I 1 1 1 1 It 1 1 1 1 i 1 1 l 1 1 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, 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Intergovernmental g 145,890.00 5 145,890.00 $ 91,546.07 $ (54.343.93) Investment revenue - - 2,202.92 2,202.92 Total revenues 145.890.00 145,89000 93,]48.99 (52.141.01) EXPENDITURES Current. Development Services 109,]11.68 (109,711,68) - 109,]11.68 (109,711.68) Debt service: Interest _ - 29227 (29227) - 292.27 (292.27) 0o Capital Outlay: y Capital Improvement Projects 170,890.00 170,89090 6,552.26 164,33].]4 170,89000 170,890.00 6,552.26 164,33].]4 Total expenditures 170,890.00 170,090.00 116,556.21 54,33379 Excess (deficiency) of revenues over (under) expenditures (25,000.00) (25,000.00) (22.807.22) 2,192.78 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 25,000.00 25,00000 35,118.3] 10,118.37 Total other financing sources and uses and special items 25,000.00 25,000.00 35,110.37 10,118.37 Net change In fund balances - - 12,311.15 12,311.15 Fund balances - beginning ]8,450]0 ]8,45070 ]8,450.]0 Fund balances --ending $ ]8450.]0 $ ]8,450.]0 $ 90,]61.85 $ 12,311.15 i I 1 1 i 1 i 1 f f i 1 1 { i i It 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, 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Investment revenue S 12, 000 CO S 12,000.00 $ 9.644.94 $ (2,35506) Total revenues 12.000:90 12,000.00 9,644.94 (2355.06) EXPENDITURES Capital Outlay: Capital Improvement Projects (3,565.67) 3,565.67 - (3,565.67) 3.565.67 Total expenditures (3,565-67) 3,565.67 Excess (deficiency) of revenues over (under) expenditures 12000.00 12,000.00 13,210.61 1,21061 x OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Total other financing sources and uses and special items Net change In fund balances 12,000.00 12 000.00 13,210.61 1,210.61 Fund balancesbeginning 388,35803 388,358.03 388,358.03 - Fundbalances—ending $ 400.358.03 S 400,358.03 $ 401.568.64 $ 1.210.61 1 1 Y i 1 1 1 1 1 1 1 1 i i i 1 1 1 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, 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Investment revenue $ - $ - $ 2,805.94 $ 2,805.94 Total revenues 2,805.94 2,805.94 EXPENDITURES Current. Public Works 146,600.80 (146,600.80) - 146,600.80 (146,600.80) Capital Cutts Capital Improvement Projects 14.011.78 (14,011.78) 14.011.78 (14,011.78) Total expenditures 160,612.58 (160,612-58) w or Excess (deficiency)of revenues over (under) expenditures (157,806.64) (157,806.64) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers out (316,82700) (316.827.00) (24,558.31) 29226869 Total other financing sources and uses and special items (316,827.00) (316.82700) (24,558-31) 292,268.69 Net change In fund balances (316,02700) (316,827.00) (182,364.95) 134,462.05 Fund balances --beginning 314,444.88 314,444.88 314,444.88 - Fundbalances—ending($ 2.38212) ($ 2.382.12) S 132,079-93 $ 134,462-05 1 1 1 i 1 i i i i i 1 1 i i City of Cape Girardeau Sewer Statement of Revenues, Expenditures, and Changes in Fund Balances- Budget and Actual For the year Ended June 30, 2004 Variance with Budgeted AmountsFinal Budget - Positive Original Final Actual Amounts (Negative) REVENUES Residential charges $ 1,514.000.00 $ 1.514 000 00 $ 1,520,25541 $ 6,255.41 Commerical charges 972,000.00 972.000.00 993,406.04 21 406.04 Other fees and charges 44,000.00 44,000.00 40.318.06 (3.681.92) Miscellaneous 45.000.00 45.000.00 27,449.02 (17.550.98) Told] revenues 2,575,000.00 2,575.000.00 2,581 428.55 6,428.55 EXPENDITURES Current: Contractual services 191,129.00 195,259.00 142,551.92 52707.08 General operating expenses 50]00.00 45.943 00 31,491.18 14.451.82 Internal service expense 65,905.00 65,905.00 73,837.58 (7,932.58) Material and supplies 26O518.00 266,500.00 252.45908 14,04092 Personnel services 944,331.00 944,331.00 896,875.46 47,455.54 Special projects expense 32.000.00 30.500.00 34,393.89 (3,893.89) w 1,544,583.10 1,548 438.00 1.431,609 11 116,828.89 v Debt service_ Administrative charges 168,261 CO 168,261.00 163,966.95 4,294.05 Interest 427,553.00 243,922.00 137.721.41 106,200.59 Issuance cost - - 7942 (79.42) Principal 1,792,664.00 2.322,895.00 2,322,89701 (2.01) 2.38847800 2,735,071 2.624,664.79 110.413.21 Capital Outlay: Capital Improvement Projects 1,151 200 00 1,547,600.00 910,056.97 637,543.03 Equipment 77,900.00 73.846.00 49,223.54 24,621.46 Other Capital Expenditures 250,000.00 250,000.00 288,568.89 (38,568.89) 1479.100.00 1,071,445.00 1,247,849.40 623,595.60 Total expenditures 5.412.161.00 6,154.961.00 5,304,123.30 850,83770 Excess(de6dency) of revenues over (under) expenditures (2,837 161 00) (3.579,961.00) (2,722,694.75) 867,26625 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Intergovernmental - - 89.30 89.30 Transfers In 2,059.301.00 2,059,301.00 1,983,081.56 (76,219.44) Investment revenue 40.70400 40,704.00 415,630.26 374,926.26 Connection fees 100.000.00 100,000.00 202,060.53 101 Spetlal assessments 38.844 00 38,844.00 110.237.34 71,393 34 Bond proceeds 240.000.00 240,000.00 (240,000.00) Total other financing sources and uses and special items 2,478 849 00 2,470,849.00 2,711.098.99 232,249.99 Net change In fund balances (358,312.00) (1,101,112.00) (11,595]6) -1781,516.24 Fund balances — beginning 3,733.035.81 3,733.035.81 3,733.035.81 Fund balances — ending $ 3.374]2331 $ 2,631,923.81 $ 3.721440.05 8 1,089,516.24 I 1 i 1 1 f f 1 1 1 i 1 i 1 i 1 i i 1 City of Cape Girardeau Water Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2004 Variance with Budgeted Amounts final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Residential charges 5 2,89$800.00 S 2,898 800 00 $ 2,847,201.77 $ (51,598.23) Commerical charges 2,011.]00.00 2,011,]00.00 2,207,399.98 195,699.98 Other fees and charges 124.000.00 124,000.00 140,41 ].88 16,41 ].88 Miscellaneous 12.500.00 12,500.00 13,602.]] 1,102.]] Total revenues 5,04].000.00 5,047,000.00 5,208,622.40 161,62240 EXPENDITURES Cunept Contractual services 2981,163.00 2.989,910 00 2,880,418.39 109,491.61 General operating expenses 163,500.00 163,500.00 168,340.90 (4,840.90) Internal service expense 38,426.00 38,426.00 40,6]].54 (2,251.54) Material and supplies 396, 52500 397,660.00 326.477.57 71,182.43 Personnel services 120 096 00 120,096.00 102,403.04 1 ],692.96 Special projects expense 45,000.00 45,000.00 39,539.12 5,460.88 do 3744,]10.00 3,754,592.00 3,55],856.56 196,735.44 ad Debt service: Administrative charges 1,900,00 1,900.00 ]31.50 1,168.50 Interest 521.020.00 621,020.00 521,021.02 (1.02) Issuance cost - - 50.16 (50.16) Principal ]00,620.00 700,620.00 ]00,61].53 2.47 1,223 540 00 1,223.540.00 1,222,420.21 1,119.79 Capital Outlay: Equipment 257.]00.00 247,818.00 272,97].86 (25,159.86) 257.]00.00 1 ..'6S 272,777.86 ----(7575-TST Total expenditures 5225.950.00 5,225,950.00 5,053254.63 1]2,695.3] Excess (deficiency) of revenues over (under) expenditures (178,950.00) (1]8,950.00) 155.367.77 334,317.77 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Intergovernmental - - 1,285.03 1.285.03 Transfers In - - 120,000 OD 120.000.00 Investment revenue 142,350.00 142,350.00 142811.]0 461.70 Special assessments 10,500.00 10,500.00 26.548.86 16,048.86 Asset disposition 42,500.00 42,500.00 36,500.00 (6.00000) Total other financing sources and uses and special items 195,35000 195,350.00 327,145.59 131 795.59 Net change in fund balances 16400.00 16,400.00 482,513.36 466.113.36 Fund balances -- beginning 3798,531.2] 3,798 531,27 3798.531,27 Fund balances — ending $ 3,8149312] 5 3,814 931 27 $ 4281,044.63 $ 466.113.36 I 1 1 1 1 1 1 1 1 1 1 1 1 1 1 i 1 1 1 City of Cape Girardeau Solid Waste Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30. 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Residential charges $ 1,738,500.00 $ 1,738500.00 $ 1,764,76046 $ 26,26046 Commerical charges 24,40000 24,400.00 12,959.04 (11,440.96) Transfer station charges 530, 000.00 530,000.00 696,050.39 166,050.39 Other fees and charges 75,20000 75200.00 74,961.39 (238.61) Miscellaneous 25,000.00 25,000.00 30,996.50 5,996.50 Total revenues 2,393,100.00 2,393,100.00 2.579,727.78 186,527.78 EXPENDITURES Current: Contractual services 780,42300 951,253.00 934,153.09 17,099.91 General operating expenses 40,870.00 38,750.00 24,579.93 14,170.07 Internal service expense 151,991.00 151,991.00 198,049.14 (46,058.14) Material and supplies 82,612.00 82,042.00 78,806.05 3,235.95 w Personnel services 1.059 32C 00 1,059,320.00 955,667.64 103,652.36 ,dt Special projects expense 89,87500 97,90300 107,196.61 (9293.61) 2,205,079.00 2,381259.00 2.298,452.46 82,806.54 Debt service'. Administrative charges 50000 500.00 - 500.00 Interest 32.47000 32,470.00 30534.38 1,935.62 Issuance or - - 33.44 (33.44) Principal 34,840.00 34,840.00 34,840.64 (0.64) 57,810.00 67,810.00 65,408.46 2401.54 Capital Outlay: Equipment 184,820 AO 183,640.00 154,972.84 28,667.16 Other Capital Expenditures - 25,016.00 (25,016.00) 184.820.00 183.640.00 179.988.84 3,651.16 Total expenditures 2,457,709.00 2.632,709.00 2,543.849.76 88,859.24 Excess (deficiency) of revenues over (under) expenditures (64.609.00) (239,609.00) 35,878.02 275487.02 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Intergovernmental 5,210.00 5,210.00 5.21025 0.25 Investment revenue 22,500.00 22,500.00 30,189.60 7,689.60 Asset disposition 8,79024 8,790.24 Total other financing sources and uses and special items 27,710.00 27,710.00 44,190.09 16,480.09 Net changeln fund balances (36.09900) (211,899.00) 80,06811 291,96711 Fund balances --beginning 837,913.99 837,913.99 837,913.99 - Fundficamoes— ending $ 801,01499 S 626,014.99 $ 917,982.10 $ 291,967.11 I 1 1 1 1 1 1 f 1 i 1 1 1 1 1 1 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, 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Userfess $ 455,500.00 S 455,500.00 5 412,162.57 $ (43,33743) Concession revenues 70,000.00 78,000.00 71526.95 (6.473.05) Equipment sales 8, 10C.00 8,100.00 9,817.60 1,717.60 Miscellaneous - - 86544 86544 Total revenues 541,60000 541,600.00 494,372.56 (47,22144) EXPENDITURES Current: ContracWal services 22,251 CO 22,551.00 23,322.13 (771.13) General operating expenses 40,97500 48,97500 48,833.25 14175 Internal service expense 60, 099.00 68,899.00 68,804.41 94.59 Material and supplies 65,09900 64,799.00 49,636.92 15,162.08 Personnel services 278.709:90 278,709.00 275,490.93 3,210 07 Speual projects expense 6.700.00 6,70000 6,490.00 210.00 Cs 490.633.00 490.633.00 472,585.64 18,047.35 Debt service'. Interest 18,365.00 18,365.00 18,643.24 (278.24) Principal 18.900.00 18.900.00 18,899.32 0.68 37265.00 37,265.00 37,542.56 (277.56) Capital Outlay: Equipment 14,000.00 14,000.00 (150.00) 14,150.00 14,00000 14,000.00 (150.00) 14,150.00 Total expenditures 541,898.00 541,898.00 509,978.20 31,919.60 Excess (deficiency) of revenues over (under) expenditures (298 00) (298.00) (15,605.64) (15,307.64) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in - - 27,965.86 27,965.06 nvestrnent revenue 6C0.00 600.00 1,070.00 470.00 Asset disposition 561.60 561.60 Total other financing sources and uses and special items 600.00 600.00 29,59746 28,997 46 Net change In fund balances 30200 302.00 13,991.82 13,689.82 Fund balances -- beginning 5,668 32 5,668.32 5,668.32 - Fund balances — ending S 5,970.32 S 5,970.32 $ 19,660.14 $ 13,689.82 I 1 1 1 1 1 i 1 1 1 1 1 1 f 1 1 It 1 i City of Cape Girardeau Softball Complex Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30. 2004 Variance with Budgeted AmountsFinal Budget - Positive Original Final Actual Amounts (Negative) REVENUES User fees S 9,500.00 S 57,500.00 $ 63,998.06 $ 6,498.06 Concession revenues 64, 000 DO 64,000.00 69,530.96 5,530.96 Equipment sales 9,500.00 9,50000 9,353.50 (146.50) Miscellaneous - - (411 (415.27) Total revenues 131.000.00 131,000.00 142,467.25 11 46].25 EXPENDITURES Current Contractual services 15,932-00 16,312.00 18,190.90 (1,87890) General operating expenses 50,053.00 54,053.00 53,425.33 62].6] Internal service expense 2],5]3.00 2],5]3.00 20,052.97 ],520.03 Material and supplies 53,32300 52,393.00 48,195.20 4,197.80 Personnel services 238,698.00 244,69800 246,527.81 (1,829.81) ,p Special projects expense 10,000.00 10,000.00 8.452.13 1,54].8] 395, 579. CO 405,029.00 394,844.34 10,184.66 Debt service: Interest 5,]00.00 5,]0000 5,283.25 416.75 5.]00.00 5,700.00 5,283.25 416.75 Capital Outlay. Equipment - 550.00 1,330.00 (780.00) 550.00 1,330.00 (780.00) Total expenditures 4012]9.00 411,2]9.00 401,457.59 9,821.41 Excess (deficiency) of revenues over (under) expenditures (2]0,279.00) (280,2]900) (256.990.34) 21,288.66 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 269229.00 269,229.00 266,291.24 (2,93].]6) Investment revenue 1,050.00 1,050.00 718.06 (331.94) Total other financing sources and uses and special Items 2]02]9.00 2]0,2]9.00 267,009.30 (3,269.70) Net change in fund balances - (10,000-00) 8018.96 1a.utn.9n Fund balances—beginning 1246.03 1,246.03 1,246.03 - Fundbalances -- ending $ 1,246.03 ($ 8.]5397) $ 9,264.99 $ 18,018.96 1 I i i 1 1 1 1 1 1 1 1 f i 1 1 1 1 Y 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, 2004 Actual Amounts $ 318.192.00 318,192.00 66.702.76 847.17 11,922.51 95,906.90 175,379.34 262.06 3,430.00 70,000.00 73.692.06 93,421.30 93,421.30 342,492.70 (24,300.70) 776.75 1,776.75 (22,523.95) 89,591.85 $ 67,067.90 Variance with Final Budget - Positive (Negative) $ Original Final 1,422.24 REVENUES 4,197.83 Internal charges $ 326,000.00 9 326,000.00 Total revenues 326.000.00 326,00000 EXPENDITURES Current Contractual services 68.12510 68,125.00 General operating expenses 5,045.00 5,045.00 Material and supplies 20.250.00 20,250.00 Personnel services 9638800 96,388.00 189,808.00 189,808.00 ro Debt service: Administrative charges 50000 500.00 Interest 3.430.00 3,430 00 Principal 70.000.00 70,000.00 73,93000 73,930.00 Capital Outlay: Equipment 64500 CO 91,500.00 64,500.00 91,500.00 Total expenditures 328,238.00 355,236.00 Excess(defidency) of revenues over (under) expenditures (2.23800) (29.238.00) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Investment revenue 2,100.00 2,100.00 Total other financing sources and uses and special items 2,100.00 2.100.00 Net change'm fund balances (138.00) (27.138.00) Fund balances— beginning 89,591.85 89,591.85 Fund balances -- ending g 89.453.85 5 6245385 Actual Amounts $ 318.192.00 318,192.00 66.702.76 847.17 11,922.51 95,906.90 175,379.34 262.06 3,430.00 70,000.00 73.692.06 93,421.30 93,421.30 342,492.70 (24,300.70) 776.75 1,776.75 (22,523.95) 89,591.85 $ 67,067.90 Variance with Final Budget - Positive (Negative) $ (7,80800) (7,808 00) 1,422.24 4,197.83 23794 (1,921.30) (1,921.30) 12,745.30 4,937.30 (323.25) (323.25) 4 e14 ns $ 4,614.05 I 1 i it i ( f 1 1 1 1 1 It 1 1 1 1 f City of Cape Girardeau Fleet Management Statement of Revenues, Expenditures, and Changes in Fund Balances- Budget and Actual For the Year Ended June 30, 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Internal charges $ 1,028.000.00 $ 1,028.000.00 $ 948,680.60 $ (79,319.40) Miscellaneous - - 1,197.31 1,197.31 Totalrevenues 1,028000.00 1,028,000.00 949,87791 (78,122.09) EXPENDITURES Current: Contractual services 149.386.00 149,886.00 149,687.38 198.62 General operating expenses 2,300.00 2,300.00 768.50 1,531.50 Internal service expense 2,322.00 2,322.00 2,322.00 - Material and supplies 298.557.00 298,247.00 273,737.47 24,509.53 Personnel services 547,292.00 547,292.00 487,287.43 60,004.57 999,857.00 1,000,047.00 913,802.78 86,244.22 Debt service: Interest - - 2.31 (2.31) Principal 231.42 (23142) 23373 (233.73) Capital Outlay: Equipment - 12,89100 13,193.11 (302.11) Other Capital Expenditures 14,500.00 1,419,00 1 419.00 14,500 00 14.310.00 13,193.11 1,116.89 Total expenditures 1,014,357.00 1,014,357.00 927,229.62 87.127.38 Excess (deficiency) of revenues over (under) expenditures 13,643.00 13,643.00 22,648.29 9005.29 OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Investment revenue 4,50000 4.500.00 4,379.95 (120.05) Transfers out (28,233.00) (28,233.00) (28,232.50) 0.50 Total other financing sources and uses and special Items (23,733.00) (23,733.00) (23,852.55) (119.55) Net change In fund balances (10,090.00) (10.090.00) (1,204.26) 8,885]4 Fund balances - beginning 177,236.22 177,236 22 177,236 22 Fund balances -- ending $ 167,146.22 $ 167,146.22 S 175,031.96 $ 8,885.74 1 f 1 1 1 1 1 1 1 1 1 1 i 1 1 1 i 1 i City of Cape Girardeau Fringe Benefits Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2004 Budgeted Amounts Variance with Final Budget - Positive (Negative) $ (22,160.05) (22,160.05) (156,028.93) (156,028.93) (156,028.93) (178,188.98) 785.81 (177,463.17) ($ 177,403.17) Original Final Actual Amounts REVENUES Internal charges S 2.272,90.00 S 2,272,570.00 $ 2250,409.95 Total revenues 22]2,5]000 2,272,57000 2,250,45 95 EXPENDITURES Current: Contractual services 2,168,410.00 2,168 41 0.00 2,324,438.93 2,168,410.00 2.168,410 00 2,324,438.93 Total expenditures 2,168410 00 2,168 410,00 2,324,438.93 Excess(deficoncy) of revenues over (under) expenditures A 104,160.00 104,160.00 (74,028.98) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Investment revenue 7,500.00 7,500.00 8285.81 Transfers out (114,175.00) (114,175.00) (114,175.00) Total other financing sources and uses and special Items (106,675.00) (106,675.00) (105,889.19) Net change In fund balances (2.515.00) (2,515.00) (179,91817) Fund balancesbeginning66.268.62 66.268.62 66268.62 Fund balancesending$ 63,753.62 $ 63,753.62 ($113,649.55) Variance with Final Budget - Positive (Negative) $ (22,160.05) (22,160.05) (156,028.93) (156,028.93) (156,028.93) (178,188.98) 785.81 (177,463.17) ($ 177,403.17) I i 1 1 i 1 1 f 1 1 1 1 11 1 1 i i 1 1 City of Cape Girardeau Risk Management Statement of Revenues, Ezpenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2004 Budgeted Amounts Variance with Final Budget - Positive (Negative) S (10,144.36) 5,448.38 (4,695.98) (97,070.13) (41,10924) 5.000.00 (133,179.37) (133,179.37) (131875.35) (7.575.96) (7,575.96) ($ 145,451.31) Original Final Actual Amounts REVENUES Internal charges S 346,478.00 5 346,478.00 $ 336,333.64 f,hadellaneous - - 5,448.38 Total revenues 346473.00 346,478.00 341782.02 EXPENDITURES Current: Contractual services 376.478.00 486,478.00 583.548.13 General operating expenses 10,000.00 10,000.00 51,109.24 Material and supplies 5,000.00 5,000.00 vD 391,478.00 501478.00 634,657.37 Total expenditures 391,478.00 501 478.00 634,657.37 Excess (deficiency) of revenues over (under) expenditures (45.000.00 (155,000.00) (292,875.35) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Investment revenue 45.000.00 45,000.00 37.424.04 Total other financing sources and uses and special items 45,000.00 45.000.00 37,424.04 Net change in fund balances - (110,000.00) (255,451.31) Fund balances—beginning 1,298.375.61 1,298,375.61 1,298,375.61 Fund balances — ending $ 1,298,375.61 S 1,188,375.61 $ 1,042,924.30 Variance with Final Budget - Positive (Negative) S (10,144.36) 5,448.38 (4,695.98) (97,070.13) (41,10924) 5.000.00 (133,179.37) (133,179.37) (131875.35) (7.575.96) (7,575.96) ($ 145,451.31) 1 1 i i 1 i 1 i 1 1 1 1 1 City of Cape Girardeau Equipment Replacement Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2004 Variance with Budgeted Amounts Final Budget - Positive Original Final Actual Amounts (Negative) REVENUES Internal charges $ 426.365.00 $ 426,366-00 $ 379,27448 $ (47,09052) Total revenues 426,365.90 426,365.00 379,274.48 (47,090.52) EXPENDITURES Debt service: Administrative charges 550.00 550.00 271.96 278.04 Interest 6,22000 6,220.00 24,532.17 (18,312.17) Principal 30,000.00 125,000.00 171,358.55 (46,358.55) 36,770.00 131,770.0 196,162.68 (64,392.68) Capital Outlay: Equipment 160,200.00 342.200.00 335.268.31 6,931.69 168,200 00 342,20000 335,268.31 6,931.69 Total expenditures 204,970.00 473,970.00 531430.99 (57,460.99) Excess (deficiency) of revenues over (under) expenditures 221395.00 (47,605.00) (152,156.51) (104,551.51) OTHER FINANCING SOURCES (USES) AND SPECIAL ITEMS Transfers in 125.777.00 125,77700 125,777.00 - Investmentrevenue 26,400.00 26,400A0 23,709.83 (2,690.17) Other loan proceeds - - 121,500.00 121,500.00 Advance repayments 26.600.00 26,600.00 26,585.92 (14,08) Asset disposition 31498.48 9,850.00 Total other financing sources and uses and special items 178.777.00 178,777.00 329,071.23 150,294.23 Net change In fund balances 400,172.00 131,172.00 176,91472 45,742.72 Fund balances beginning 67638040 67638040 676,380.40 Fund balances—end,,, $ 1,076.55240 $ 807,552.40 $ 853,295.12 $ 45,742.72 ANNUAL FEDERAL FINANCIAL COMPLIANCE SEC] ION BEUSSINK, HEY, ROE, SEABAUGH & STRODER, L.L.C. Certified Public Accountants 4018 Sycamore 16 So. Silver Springs Road 105 So. Ho Cairo, Illinois 62914 Cape Girardeau, Missouri 63703 55 Jackson, Missouri 63755 Telephone(618) 734-3300 Telephone (573) 334-7471 Tnlcphone (573) 243-3991 Facsimile (628) 734-3303 Facsimile (573) 334-8875 Facsimile (573) 243-3186 REPORT ON COMPLIANCE WITH REQUIREMENTS APPLICABLE TO EACH MAJOR PROGRAM AND INTERNAL CONTROL OVER COMPLIANCE IN 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. Of of Management and Budget (OMB) Circular A-133 Compliance Supplement that are applicable to its major federal program for the year ended June 30, 2004. 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 program 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-233, Audits of States, Local Governments, and Non-profit Organizations. Those standards and OMB Circular A-133 require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements y 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 does not provide a legal determination on City of Cape Girardeau, Missouri's compliance with those requirements. 97 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, 2004. y Internal Control Over Compliance y 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 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 and to test and report on the internal control over compliance in accordance with OMB Circular A-133. Our consideration of the internal control over compliance would not necessarily disclose all matters in the internal control that might be material weaknesses. A material weakness is a condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that noncompliance with applicable requirements of laws, regulations, contracts and grants that would be material in relation to a major federal program being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions_ We noted no matters involving the internal control over compliance and its operation that we consider to be material weaknesses. This report is intended solely for the information and use of the Honorable Mayor, Members ofthc 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. BLUSSINK, I IF.Y, ROE, SEABAUGH & STRODER, L_L.C. d SW,f 4ja 4. Z. C. Cape Girardeau, Missouri J November 18, 2004 98 BEUSSINK, HEY, ROE, SEABAUGH & STRODER, L.L.C. Certifier! Public Accountants 16 So. Silver Springs Road 4018 Sycamore 105 Su. 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 AND ON INTERNAL CONTROL OVER FINANCIAL REPORTING BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOGTRNMF,NTA UDITING STANDARDS ' Honorable Mayor and Members of the City Council City of Cape Girardeau, Missouri We have audited the basic financial statements of the governmental 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, 2004, which collectively compromise the City's basic financial statements and have issued our report thereon dated November 18, 2004. 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. Compliance .As part of obtaining reasonable assurance about whether City of Cape Girardeau, Missouri's basic financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grants, noncompliance with which would have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance that are required to be reported under Government Auditing Standards_ Internal Control Over Financial Reporting In planning and performing our audit, we considered City of Cape Girardeau, Missouri's internal control over financial reporting in order to determine our auditing procedures for the purpose of expressing our opinion on the basic financial statements and not to provide assurance on the internal control over financial reporting. Our consideration of the internal control over financial reporting would not necessarily disclose all matters in the internal control over financial reporting that might be material weaknesses. A material weakness is a condition in which the 99 _ design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that misstatements in amounts that would be material in relation to the financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. We noted no matters involving the internal control over financial reporting and its operation that we would consider to be a material weakness. 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, HELY, ROE, SEAB�AU/GH & STRODER, L.L.C. Cape Girardeau, Missouri J November 18, 2004 100 CITY OF CAPE GIRARD] All, MISSOURI SCIIN)UL] OI_ LXPLIND1lURF.S 01 HDCRAL AWARDS For the Ycvr linded June 30, 2004 Federal CFDA Yrogrum Federal Grantor/Ease-lhroueh Gmntor Proeam TIII Number Nmnbcx Disbursements 1: S. DLPARTMFNT OF IIOUSING AND TRBAN Dk VI!LOPMI' NI`. Community Deeelopinent Block Grant - Brooiuficlds lfconomic Dmclopmen[Initiativc 14_2,16 N/A Paysed'I hrough Missouri Deportment of Bcvnomiu Do,lopmnrt - Communip llevelopment Block Gmnk/ State's Program 14228 2002 -ND -04 I!mcrgcncy Sheller Grants Progana Q?SC) 14231 PRO1640542 10 AL U. S. DI:PARIMINF OF HOUSING AND URBAN DFVFLOPMkN 1' C.S DFPAR I III NI OF 3USflcl('. Gang-Frcc Schools and Cmmnlnunitics- Conununitc- BascdGan ffi(u,cntion 16544 A'fCOli000035 Passed Through Missouri Department of Menml I Iwlth- If'If 'III III llIII III agu l)n n I i ng l mat Pro gr 11 n) P, '21 AO00433019-1 aaecd'I hrnugh tc Cil, of Poplar Bluff, Missouri - Paexcd throughthe.Soulhca,al Missnuri Dnig II'A Ibrcc- Ldmmmd Banc Mcnio,d Sime and Local I a,, Ifn0acement Assistnnce Discretiauurv_ ( ant, Prognun 16 580 N/A $ 5,387 Public Safcty Partnership and Communih Pohcing Grants 16.716 N/A 6,062 Passed Through Missouri Department of Public Salch - Caime Vict,II, smncc 16575 2060 -VOLA -0110 $ 6,440 2601 -VOLA -0082 - 20,171 Violence Against Woman l ormula Grant 16.588 2003-VAWA-00115 IDwl la, I!nlorcenment Block Cnanls Program 16.592 U2-1.11-1IX-2614 $ 18,868 01 -LB -BX -3823 17,871 01-1,11-13X 0569_ 938 ColallamlRT C upucitc Deeelopmevt 011`,e 16.595 N/A lfulletproaf Vcsl Partnership Progam 16607 N/A 10[ALU.S. DEPART _NiL'N1 01:IGSTICF. "Ilm Ausompau} mg Notes to Schedule of Fxpenditurce of Vederul Amcards Arc an Integral Part of 101 I has licpnrt $ 305 75,727 ,642 IS 1011674 $ 6,673 6.182 11,449 26,611 9,497 37,677 13,6011 1,640 $ 113,321) CITY OF CAPE GIRARDEAU, MISSOURI SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended June 30, 2004 Federal CFDA Program Federal Grantor/Pass-through Greater Program Title Number Number Disbursements U.S. DEPARTMENT OF TRANSPORTATION, Passed Through Missouri Department of Transportation - Highway Planning and Construction (1) 20.205 STP-15110(1109) $ 521,419 SIP-1500(011) 11,669 S'IY-ISoo(o(18) 465,918 .. STP-1500(005) 13,100 SP-1500((101) 4,058 $ 1016,164 Formula Grants for Othcr Thaa " Urbaa,,cd Areas 20.509 MO-I8-X024 125,326 Slut, and Conuauniti I ligli,a, Sofctc 20 600 03-SA-09-2 S 14.6 i 9 04-SA-04-2 36,431 03-AL-03-3 36.237 04-AI.-03-3 4,254 111.582 101ALU. S_ DEPARTMENT OF TRANSPORTATION $ 1,253,072 FEDERAL AVIATION ADMINISTRATION. Airport Improvcnrent Program (1) 20.106 N/A $ 435,864 Passed through the Missouri Department of Transportation- Airport Improacmenl Program 20.106 N/A 122,667 TOTAL FEDERAL AVIATION ADMINISTRATION $ 558,531 The Accompam ing Notes to Schedule of Expenditures of Federal Asp Ards Are an Integral Part of This Report. 102 CITY OF CAPF.OIRARDMIJ, MISSOURI SCHEDULE OF FXPENDIlURLS OF FLDFRAi AWARDS For the Year luded Runt 30, 2004 Fedcml CFDA Frogrmn Federal (iranlorfl 4a, Throueh OrunturP om Titic Number Number P.NVIRONMI:N'I'AL 1'RO l IkC l ION A(; NCY: Bantus-SWdfcs-lincvigalions and Special Purpose Uouu, (1) U. S- DEPAR'FMP.NT Olr I IOMI A.AND SPCU121'I'Y_ Passed 'I hrouglr Mlssoun State Fmcigen, - (. munuulh I lliuljlcncr PCspoloc 1 1111, Laval P:mcrgcnec Opcmtiouv Plan UI(dalc Ilazmd Mitigation (;rand Program TOTAL (i.S. DITARI%I] N'1 OI 1IOMFT.AND SI,C'URI'IY TO'1A1. PFDERAL AWARDS (1) identified major program. 66.606 X1°)87281-01 `11054 1W-200:-Uk2i11 T !MK 20M (;k-3010 83562 FMK -2003-6R-2540 o7031) 1403 -DR -1,40 the Acwmpau}ud Nodcs to Schedule of F:xpcndilures of Federal Aevrds Are an hAegml Pan cC TI, Report. 10 Disburscnmut, S 621 512 1330 1,107 S 8.637 5p(ID 23586 $ _ 17,223 X 2694,}47= CITY OF CAPE GIRARDAU MISSOURI NOTES 1'0 SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS Year Ended June 30, 2004 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: A. Purpose of Schedule and Reportini Entity The accompanying Schedule of Expenditures of Federal Awards has been prepared to comply with OMB Circular A-133. This circular requires a Schedule of Expenditures of Federal Awards showing total expenditures for each federal financial assistance program as identified in the Catalog of Federal Domestic Assistance (CFDA) and identification of programs that have not been assigned a CFDA number as "Other Federal Assistance." The schedule includes all expenditures of federal awards administered by the City_ II 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 reimburscmcnt for services rendered to individuals." C Basis of Accountine- 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. 104 CITY OF CAPE GIRARDEAU,_MISSOURI SCHEDULE OF FINDINGS AND -QUESTIONED COSTS For the Year Ended June 30. 2004 105 I. SUMMARY OF AUDITORS' RESULTS. Financial Statements Type of Auditors' report issued Unqualified y Internal control over financial reporting. Material weaknesses identified' yes X no • Reportable conditions identified that are not considered to be material weaknesses? yes _ X _ none reported Noncompliance material to financial statements ,. note0 yes _–X__ no Federal Awards Internal control over major programs. • Material weaknesses identified? yes x no . Reportable conditions 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-1339 — _. -,yes X_ no Identification of major programs. CFDA Number Name of Federal Program 20.205 Highway Planning and Construction 20.100 Airport Improvement Program 66.606 Surveys -Studies -Investigations and Special Purpose Grants 105 Dollar threshold used to distinguish between type A and type B programs_ $300,000 Auditee qualified as low-risk surface: X yes no 107 2. FINANCIAL STATEMENT FINDINGS. No findings or questioned costs were noted that are required to be reported. 3. FEDERAL AWARD FINDINGS AND QUESTIONED COSTS: No findings or questioned costs were noted that are required to be reported. 106 CITY OF CAPE GIRARDEAU MISSOURI SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS For the Year Ended June 30, 2004 There were no findings for the year ended June 30, 2003. 107