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HomeMy WebLinkAbout1983 CAFRCITY OF ST. ANTHONY ST. ANTHONY, MINNESOTA REPORT ON AUDIT YEAR ENDED DECEMBER 31, 1983 C O N T E N T S Page INTRODUCTORY SECTION Comments 1- 3 FINANCIAL SECTION ACCOUNTANTS' REPORT 4- 5 A - Combined Balance Sheet - All Fund Types - Combining Balance Sheet 6 B - Combined Statement of Revenue, Expenditures and Fund 25 Balance - All Governmental Fund Types Statements of Revenue, Expenditures and Fund Balance 7 C - Combined Statement of Revenue, Expenditures and Fund 17 Balance - Budget and Actual - General and Special Changes in Fund Balance Revenue Fund Types 3 - 8 D - Combined Statement of Operations and Changes in Retained 4 - Earnings - All Proprietary Fund Types Expenditures 9 E - Combined Statement of Changes in Financial Position - All 28 Proprietary Fund Types 10 Notes to Financial Statements 11-16 SCHEDULE - Combining Balance Sheet 24 6 - Combining Statement of Revenue, Expenditures and Fund Balance 25 General Fund Statements of Revenue, Expenditures and Fund Balance 1 - Balance Sheet - General Reserve Fund 17 2 - Statement of Changes in Fund Balance 18 3 - Statement of Revenue 19-20 4 - Statement of Expenditures 21-23 Special Revenue Funds 5 - Combining Balance Sheet 24 6 - Combining Statement of Revenue, Expenditures and Fund Balance 25 Statements of Revenue, Expenditures and Fund Balance 7 - General Reserve Fund 26 8 - Revenue Sharing Fund 26 9 - Special Fire Fund 27 10 - Special Police Fund 27 11 - State Aid Maintenance Fund 28 12 - Community Development Fund 28 C O N T E N T S (Continued) cruFnnT.F Page Capital Projects Funds 13 - Combining Balance Sheet 29 14 - Combining Statement of Revenue, Expenditures and Fund Balance 30 Special Assessment Funds 15 - Combining Balance Sheet 42 31 16 - Combining Statement of Revenue, Expenditures and Fund Balance 32 - Combining Statement of General Debt Service Fund 44 29 17 - Balance Sheet Changes in Financial Position 45 33 18 - Statement of Revenue, Expenditures and Fund Balance 34 - Balance Sheet Enterprise Funds 46 19 - Combining Balance Sheet 35 20 - Combining Statement of Operations and Changes in Retained Earnings 36 21 - Combining Statement of Changes in Financial Position 37 Liquor Fund 22 - Balance Sheet 38 23 - Statement of Income and Changes in Retained Earnings 39 24 - Statement of Changes in Financial Position 40 25 - Statement of Operating Expenses 41 Utility Funds 26 - Combining Balance Sheet 42 27 - Combining Statement of Changes in Fund Equity 43 28 - Combining Statement of Operations 44 29 - Combining Statement of Changes in Financial Position 45 Agency Fund 30 - Balance Sheet 46 STATISTICAL SECTION Assessed Valuations, Tax Levies and Mill Rates 47 Tax Levies and Collections 48 Special Assessment Levies and Collections 48 Combined Schedule of Bonded Indebtedness 49 Bonds Payable 50 Debt Service Requirements 50 INTRODUCTORY SECTION CITY OF ST. ANTHONY COMMENTS The City of St. Anthony operates under 'Optional Plan B" as defined in the State of Minnesota Statutes. Optional Plan B is known as the council-manager plan. Under this plan, as specified in the Statutes, "The council shall exercise the legislative power of the City and determine all matters of policy. The City manager shall be the head of the administrative branch of the City government and shall be responsible to the council for the proper administration of all affairs relating to the City." The council is composed of five members, including the mayor who is chairman. The City manager is appointed by the council. General Fund The General Fund accounts for all revenue and the related activities not required to be accounted for in another fund. The principal sources of revenue are general property taxes, intergovernmental revenue and transfers from other funds. Expenditures are for general government, public safety, public works and park maintenance. A plan of financial operation of the General Fund is set forth in the annual budget adopted by the City Council. Revenue exceeded expenditures by $41,626 during 1983 increasing the fund balance to $688,573 at December 31, 1983, of which $32,936 is appropriated for severance payments. A condensed summary of revenue and expenditures compared with the budget for the year ended December 31, 1983 is shown below: $1,483,803 $1,445,670 -1- Budget Actual Revenue and Other Sources General Property Taxes $ 511,072 $ 501,925 Licenses and Permits 28,000 29,109 Intergovernmental Revenue 425,061 431,940 Fines and Forfeitures 60,000 61,030 Charges for Current Services 4,000 3,413 Other Revenue 62,000 64,879 Transfers from Other Funds 395,000 395,000 $1,485,133 $1,487,296 Expenditures and Other Uses General Government $ 333,361 $ 322,121 Public Safety 763,272 752,565 Public Works 346,435 335,784 Park Maintenance 35,735 30,200 Transfers to Other Funds 5,000 5,000 $1,483,803 $1,445,670 -1- CITY OF ST. ANTHONY COMMENTS Special Revenue Funds Special Revenue Funds are established to account for proceeds from specific revenue sources to be expended for a specified purpose. Following is a brief description of each fund. General Reserve Fund - The General Reserve Fund was established to accumulate resources from the Special Assessment Funds, which are available to be appropriated by the City Council. The fund balance was $376,397 at December 31, 1983. Revenue Sharing Fund - This fund accounts for revenue received from the Federal Government in accordance with the "State and Local Fiscal Assistance Act of 1972." Expenditures can be made only as outlined in the Act. The City's share of the Federal Revenue Sharing Grant for 1983 was $33,062. During the year ended December 31, 1983 transfers of $10,000 and $20,000 were made to the General Fund and Capital Equipment Fund, respectively. The fund balance was $40,289 at December 31, 1983. Community Development Fund - This fund accounts for revenue received from the Federal Government in accordance with the Housing and Community Development Block Grant Program. Expenditures can only be made from this fund for approved projects as outlined in the Act and are fully reimbursable. Capital Project Funds These funds are used to account for resources to be used for the acquisition of capital facilities by the City. State Aid Construction Fund - Gasoline tax collections apportioned to the City from the State of Minnesota for street construction are accounted for in this fund. The account receivable of $301,410 from the State of Minnesota at December 31, 1983 is the City's construction allotment balance, which is unencumbered and available for approved projects. Capital Equipment Fund - This fund was established to account for the revenue required to finance the replacement of capital assets on a revolving basis. Revenue exceeded expenditures by $26,409, increasing the fund balance to $74,974, which is available for future capital acquisitions. Housing and Redevelopment Authority - The Housing and Redevelopment Authority of St. Anthony, a separate entity, has been included in the accompanying financial statements. -2- CITY OF ST. ANTHONY COMMENTS Special Assessment Funds The Special Assessment Funds are established to account for assessments levied to finance improvements or services deemed to benefit the properties against which the assessments are levied. Revolving Fund - This fund provides temporary financing of construction projects and the subsequent collection of assessments against benefited property owners. Debt Service Fund - This fund accounts mainly for the collection of assessments against benefited property owners and expenditure of assessment collections for the payment of bonds and interest issued to finance the cost of improvement projects. The appropriated fund balance represents the interest on bonded indebtedness payable in future years. General Debt Service Fund This fund has accumulated resources, primarily general property taxes, for the redemption of certificates of indebtedness and interest thereon. These certificates are completely retired and the fund balance of $1,491 is unappropriated. Enterprise Funds Enterprise Funds account for operations providing goods or services to the general public. Costs associated with these operations are financed primarily through user charges. Liquor and utility operations of the City are maintained as enterprise funds. Detailed statements are included in this report as additional aids in reviewing the results of operations for each fund. Liquor Fund - Net income for the year ended December 31, 1983 was $333,002 compared to $439,916 in 1982. Transfers to the General Fund were $385,000 and $365,000 in 1983 and 1982, respectively. Utility Funds - For the years ended December 31, 1983 and 1982, the net loss of the Water Fund was $77,695 and $34,185, respectively. The Sewer Fund had a net loss of $80,228 in 1983 compared to $32,656 in 1982. Agency Fund The Agency Fund accounts for assets held by the City as trustee for other organizations. The fund is custodial in nature and does not involve measurement of results of operations. General Long -Term Debt General obligation bonds and other Long-term liabilities intended to be financed from governmental funds are accounted for in the General Long -Term Debt Account Group. The City has no general long-term debt outstanding at December 31, 1983. -3- FINANCIAL SECTION ADRIAN HELGESO1 AND COMPANY Certified Public Accountants 3710 IDS Center 80 South 8th Street Minneapolis. MN 55402 June 6, 1984 ACCOUNTANTS' REPORT Honorable Mayor and Members of the City Council City of St. Anthony, Minnesota We have examined the combined financial statements of the City of St. Anthony, Minnesota as of and for the year ended December 31, 1983, as listed in the table of contents. Our examination was made in accordance with generally accepted auditing standards and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. As described more fully in Note 1, the combined financial statements referred to above do not include financial statements of the general fixed assets account group, which should be included to conform with generally accepted accounting principles. In our opinion, except that the ommission of the financial statements described above results in an incomplete presentation, as explained in the preceding paragraph, the combined financial statements referred to above present fairly the financial position of the City of St. Anthony, Minnesota at December 31, 1983 and the results of its operations and the changes in financial position of its proprietary fund types for the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding year. -4- Our examination was made for the purpose of forming an opinion on the combined financial statements taken as a whole. The combining and individual fund financial statements and schedules listed in the table of contents are presented for purposes of additional analysis and are not a required part of the combined financial statements of the City of St. Anthony, Minnesota. The information has been subjected to the auditing procedures applied in the examination of the combined financial statements and, in our opinion, is fairly stated in all material respects in relation to the combined financial statements taken as a whole. Our examination did not include the statistical information presented in the statistical section. Certified Public Accountants -5- ASSETS Cash and Short -Term Investments Petty Cash and Change Funds Accounts Receivable Other Receivables Taxes Receivable Unremitted Delinquent Allowance for Delinquent Taxes Receivable Special Assessments Receivable Unremitted Delinquent Deferred Due from Other Funds Inventories, at Lower of Cost or Market Prepaid Insurance Property, Plant and Equipment, at Cost Less Accumulated Depreciation Restricted Cash and Short -Term Investments Totals LIABILITIES AND FUND EOUITY Liabilities Accounts Payable and Other Liabilities Accrued Payroll and Related Taxes Due to Other Funds Meter Deposits Deferred Income Bonds Payable Total Liabilities Fund Equity Contributed Capital Retained Earnings Reserved Unreserved Fund Balance CITY OF ST. ANTHONY COMBINED BALANCE SHEET - ALL FUND TYPES DECEMBER 31, 1983 Governmental Fund Types $599,569 100 10,350 13,115 6,343 12,672 (12,672) 48,125 32,936 $710,538 $ 2,657 19,308 Appropriated 32,936 Unappropriated 655,637 Total Fund Equity 688,573 Totals $710,538 See accompanying Notes to Financial Statements. $401,291 15,395 $416,686 $134,811 302,035 146 717 (717) $436,992 $ 5,603 5,603 $598,243 10,394 3,323 308,395 $920,355 $ 8,072 395,000 403,072 $1,282 209 490 (490) Proprietary Fund Types Enterprise Funds $ 271,180 103,275 112,491 122,116 Fiduciary Fund Type Agency Fund 574,286 10,894 1,920,962 9,260 $1,491 $3,124,464 $ - $ 139,592 12,302 48,125 55,108 109,403 364,530 1,144,298 9,260 1,606,376 Account Group General Long -Term Debt Totals (Memorandum 1983 $2,006,376 103,375 440,271 135.231 6,698 13,879 (13,879) 10,394 3,323 308,395 48,125 574,286 10,894 1,920,962 42,196 $5,610,526 $ 155,924 31,610 48,125 55,108 109,403 395,000 795,170 1,144,298 9,260 1,606,376 EXHIBIT A Only) 1982 $2,003,781 88,275 546,905 184,868 3,197 7,588 (7,588) 414 8,274 390,898 347,160 9,162 1,955,006 39,503 $5,577,443 $ 111,124 32,037 52,693 119,261 500,000 815,115 1,190,227 9,260 1,770,368 310,464 48,561 391,961 General Special Capital Special Debt General Revenue Project Assessment Service Fund Funds Funds Funds Fund $599,569 100 10,350 13,115 6,343 12,672 (12,672) 48,125 32,936 $710,538 $ 2,657 19,308 Appropriated 32,936 Unappropriated 655,637 Total Fund Equity 688,573 Totals $710,538 See accompanying Notes to Financial Statements. $401,291 15,395 $416,686 $134,811 302,035 146 717 (717) $436,992 $ 5,603 5,603 $598,243 10,394 3,323 308,395 $920,355 $ 8,072 395,000 403,072 $1,282 209 490 (490) Proprietary Fund Types Enterprise Funds $ 271,180 103,275 112,491 122,116 Fiduciary Fund Type Agency Fund 574,286 10,894 1,920,962 9,260 $1,491 $3,124,464 $ - $ 139,592 12,302 48,125 55,108 109,403 364,530 1,144,298 9,260 1,606,376 Account Group General Long -Term Debt Totals (Memorandum 1983 $2,006,376 103,375 440,271 135.231 6,698 13,879 (13,879) 10,394 3,323 308,395 48,125 574,286 10,894 1,920,962 42,196 $5,610,526 $ 155,924 31,610 48,125 55,108 109,403 395,000 795,170 1,144,298 9,260 1,606,376 EXHIBIT A Only) 1982 $2,003,781 88,275 546,905 184,868 3,197 7,588 (7,588) 414 8,274 390,898 347,160 9,162 1,955,006 39,503 $5,577,443 $ 111,124 32,037 52,693 119,261 500,000 815,115 1,190,227 9,260 1,770,368 310,464 48,561 391,961 322,290 $416,686 120,925 468,722 $1,491 1,663,461 1,470,183 416,686 431,389 517,283 1,491 2,759,934 4,815,356 4,762,328 $416,686 $436,992 $920,355 $1,491 $3,124,464 $ - $ - $5,610,526 $5,577,443 CITY OF ST. ANTHONY EXHIBIT B COMBINED STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE ALL GOVERNMENTAL FUND TYPES Revenue General Property Taxes Licenses and Permits Intergovernmental Revenue Fines and Forfeitures Charges for Current Services Other Revenue Total Revenue Other Sources Proceeds from Sale of Bonds Transfers from Other Funds Total Other Sources Total Revenue and Other Sources Expenditures General Government Public Safety Public Works Park Maintenance Improvement Costs Debt Service Other Expenditures Total Expenditures Other Uses Transfers to Other Funds Total Expenditures and Other Uses Excess of Revenue and Other Sources Over Expenditures and Other Uses Fund Balance at Beginning of Year Fund Balance at End of Year YEAR ENDED DECEMBER 31, 1983 See accompanying Notes to Financial Statements. -7- General Special Capital Special Debt Totals General Revenue Project Assessment Service (Memorandum Only) Fund Funds Funds Funds Fund 1983 1982 $ 501,925 $ 26,545 $25,575 $ 554,045 $ 454,878 29,109 29,109 30,228 431,940 $ 48,155 105,100 $ 412 6,639 592,246 748,000 61,030 61,030 61,312 3,413 3,413 1,773 64,879 33,175 385,729 90,885 574,668 498,495 1,092,296 81,330 517,374 91,297 32,214 1,814,511 1,794,686 30,000 30,000 395,000 25,000 20,705 440,705 716,750 395,000 55,000 20,705 470,705 716,750 1,487,296 81,330 572,374 112,002 32,214 2,285,216 2,511,436 322,121 322,121 326,115 752,565 15,916 768,481 712,743 335,784 19,242 355,026 352,193 30,200 30,200 7,249 15,119 397,357 10,645 423,121 639,764 22,106 30,723 52,829 26,810 3,889 10,895 14,784 21,210 1,440,670 15,119 436,404 43,646 30,723 1,966,562 2,086,084 5,000 30,000 20,705 55,705 344,750 1,445,670 45,119 457,109 43,646 30,723 2,022,267 2,430,834 41,626 36,211 115,265 68,356 1,491 262,949 80,602 646,947 380,475 316,124 448,927 1,792,473 1,711,871 $ 688,573 $416,686 $431,389 $517,283 $ 1,491 $2,055,422 $1,792,473 See accompanying Notes to Financial Statements. -7- CITY OF ST. ANTHONY COMBINED STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE - BUDGET AND ACTUAL - GENERAL AND SPECIAL REVENUE FUND TYPES YEAR ENDED DECEMBER 31. 1983 Revenue General Property Taxes Licenses and Permits Intergovernmental Revenue Fines and Forfeitures Charges for Current Services Other Revenue Total Revenue Other Sources Transfers From Other Funds Total Revenue and Other Sources Expenditures General Government Public Safety Public Works Park Maintenance Improvement Costs Other Expenditures Total Expenditures Other Uses Transfers to Other Funds Total Expenditures and Other Uses Excess of Revenue and Other Sources Over Expenditures and Other Uses Fund Balance at Beginning of Year Fund Balance at End of EXHIBIT C See accompanying Notes to Financial Statements. fM Totals General Fund Revenue Funds (Memorandum Only) Budget Actual _Special Budget Actual Budget Actual $ 511,072 $ 501,925 $ 511,072 $ 501,925 28,000 29,109 28,000 29,109 425,061 431,940 $30,000 $ 48,155 455,061 480,095 60,000 61,030 60,000 61,030 4,000 3,413 4,000 3,413 62,000 64,879 33,175 62,000 98,054 1,090,133 1,092,296 30,000 81,330 1,120,133 1,173,626 395,000 395,000 395,000 395,000 1,485,133 1,487,296 30,000 81,330 1,515,133 1,568,626 333,361 322,121 333,361 322,121 763,272 752,565 763,272 752,565 346,435 335,784 346,435 335,784 35,735 30,200 35,735 30,200 13,635 13,635 1,484 1,484 1,478,803 1,440,670 15,119 1,478,803 1,455,789 5,000 5,000 30,000 30,000 35,000 35,000 1,483,803 1,445,670 30,000 45,119 1,513,803 1,490,789 $ 1,330 41,626 $ - 36,211 $ 1,330 77,837 646,947 380,475 1,027,422 $ 688,573 $416,686 $1,105,259 See accompanying Notes to Financial Statements. fM CITY OF ST. ANTHONY COMBINED STATEMENT OF OPERATIONS AND CHANGES IN RETAINED EARNINGS ALL PROPRIETARY FUND TYPES YEAR ENDED DECEMBER 31, 1983 EXHIBIT D Operating Expenses Personal Services 581,239 Totals Supplies 42,343 (Memorandum Only) 314,848 252,913 1983 1982 Sales and Cost of Sales 123,724 118,241 Sales 1,314,387 $2,521,561 $2,472,619 Cost of Sales 1,622,479 1,508,073 Gross Profit 899,082 964,546 Operating Income 2,259 Total Other Expense User Charges 459,495 488,234 Other 373,075 4,884 3,437 Gross Operating Income 464,379 491,671 Total Gross Profit and Operating Income 1,363,461 1,456,217 Operating Expenses Personal Services 581,239 583,161 Supplies 42,343 44,068 Contracted Services and Other Charges 314,848 252,913 Disposal Charges 252,233 259,479 Depreciation 123,724 118,241 Total Operating Expenses 1,314,387 1,257,862 Operating Income 49,074 198,355 Other Income Commissions 18,453 23,992 Check Cashing 40,097 37,979 Credits and Refunds Received 14,303 45,285 Interest Earned 61,076 78,017 Miscellaneous 7,378 6,046 Total Other Income 141,307 191,319 190,381 389,674 Other Expense Interest 13,161 14,340 Miscellaneous 2,141 2,259 Total Other Expense 15,302 16,599 Net Income for Year 175,079 373,075 Retained Earnings at Beginning of Year 1,779,628 1,732,626 Redistribution of Depreciation to Contributed Capital 45,929 45,927 Transfers to General Fund (385,000) (372,000) Retained Earnings at End of Year $1,615,636 $1,779,628 See accompanying Notes to Financial Statements. sIO CITY OF ST. ANTHONY COMBINED STATEMENT OF CH ALL PROPRIE SES IN FINANCIAL POSITION N"UND YEAR ENDED DECEMBER 31, 1983 Working Capital Provided By Operations Net Income for Year Adjustment for Items Not Affecting Working Capital Depreciation Loss on Disposal of Equipment Total Working Capital Provided By Operations Proceeds from Disposal of Equipment Decrease in Other Receivables Total Working Capital Provided Working Capital Applied To Transfers to General Fund Acquisition of Plant and Equipment Decrease in Other Liabilities Total Working Capital Applied Increase (Decrease) in Working Capital Changes in Working Capital % Components Increases (Decreases) in Current Assets Cash and Short -Term Investments Petty Cash and Change Funds Accounts Receivable Other Receivables Inventories Prepaid Insurance Increases (Decreases) in Current Liabilities Accounts Payable and Other Liabilities Accrued Payroll and Related Taxes Due to Other Funds Meter Deposits EXHIBIT E Totals (Memorandum Only) 1983 1982 $175,079 123,724 250 299,053 10,571 309,624 385,000 89,930 9,858 484,788 ($175,164) ($289,455) 15,100 (6,007) (19,171) 227,126 1,732 70,675) 53,026 923 48,125 2,415 104,489 Increase (Decrease) in Working Capital (175,164) Working Capital at Beginning of Year 992,535 Working Capital at End of Year $817,371 See accompanying Notes to Financial Statements. -10- $373,075 118,241 117 491,433 335 13,699 505,467 372,000 47,686 13,091 432,777 $_72,690 $ 52,846 14,840 (462) 4,269 (11,040) 60,453 (13,765) (147) 1,675 12,237) 72,690 919,845 $992,535 CITY OF ST. ANTHONY NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 1983 Note 1. Significant Accounting Policies The City of St. Anthony (the City) is incorporated under statutes of the State of Minnesota and operates under a council-manager plan. Accounting policies adopted by the City conform to generally accepted accounting principles and reflect practices common to local governmental units, except for the lack of a general fixed assets account group. The more significant accounting policies are summarized below. Fund Accounting and Budget - The accounts of the City are organized on the basis of funds and account groups, each of which is considered a separate accounting entity. Operations of each fund are accounted for in a separate set of self -balancing accounts. Activities accounted for in individual funds are based upon the purpose for which the fund was established. The various funds are arranged in the financial statements into seven fund groups and into three broad fund types. A plan of financial operation is set forth in the annual budget adopted by the City Council. The amounts shown in the financial statements represent the original budgeted amount and all revisions made during the year. Governmental Fund Types - Revenue and expenditures are recognized on the modified accrual basis of accounting. Under the modified accrual basis, revenue is recognized in the accounting period in which it becomes available and measurable. Expenditures are recognized in the accounting period in which the liability is incurred by the fund, if measurable, except for unmatured interest on long-term debt and accumulated unpaid vacation and sick pay, which are not accrued. Proprietary Fund Types - Income and expenses are recognized on the accrual basis of accounting. Income is recognized in the accounting period in which it is earned and becomes measurable; expenses are recognized in the period incurred, if measurable. Fiduciary Fund Type - The basis of accounting for this fund type is essentially the same as for governmental fund types. Account Groups - Account groups are concerned only with the measurement of financial position and are not involved with the measurement of results of activities or operations. Cash and Short -Term Investments - Cash available in excess of immediate needs is invested in certificates of deposit and short-term government obligations. Interest income is recognized as earned. Interest earnings are allocated to City funds on the basis of average cash balances. Investments are stated at cost, which approximates market. General Property Taxes - Revenue is recognized in the year of anticipated collection, with amounts due from the County and received early in the following year recorded as unremitted taxes receivable. Allowances are provided for the full amount of delinquent taxes receivable. This procedure has the effect of recognizing general property taxes as revenue when cash is received because of the uncertainty of collection of the delinquent amount. -11- CITY OF ST. ANTHONY NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 1983 Note 1. Significant Accounting Policies (Continued) Inventories - Inventories held by the proprietary fund types (Liquor and Utility Funds) are stated 'at the lower of cost or market based on the first -in, first -out valuation method. Expendable supplies are expensed as purchased. Property, Plant and Equipment - Property, plant and equipment of the proprietary fund types are recorded at cost. Depreciation has been provided using the straight-line method over the estimated useful lives of the assets. Depreciation on Utility Funds property, plant and equipment, which has been financed by special assessments, grants and other contributions, is charged against current income and is then redistributed as a charge against the contributed capital account. General Fixed Assets - General fixed assets owned by the City are not included in the financial statements because records of such assets are not maintained. Generally accepted accounting principles require that a statement of general fixed assets be included in the financial statements. General Long -Term Debt - Long-term liabilities of governmental fund types are accounted for in this account group, except for special assessment improvement bonds which are recorded in the Special Assessment Funds. Bonded Indebtedness - Liabilities recorded in the Special Assessment Funds are for improvement bonds payable. There are no outstanding general obligation bonds or certificates of indebtedness at December 31, 1983. Interest expense is recorded as an expenditure when paid; interest is not accrued unless fully matured and not paid. Interest payments due January 1 are recognized as expenditures when amounts are remitted to the paying agent (usually in December) for payment of interest. Vacation, Sick Leave and Severance Pay - City employees are entitled to vacation and sick leave based upon length of employment and the payment thereof is treated as an expenditure in the period paid. The amount of accrued vacation and sick leave at December 31, 1983 was approximately $515,000 and is not recorded in the financial statements. The City has established a severance pay policy for employees. This policy provides for severance payments based upon the number of days of sick leave accrued, subject to certain regulations. The City has appropriated funds to provide necessary funding for anticipated severance payments. Combined Statements - Total columns on the combined statements are captioned "memorandum only" to indicate that they are presented only to facilitate financial analysis. Data in these columns does not present financial position, results of operations or changes in financial position in conformity with generally accepted accounting principles. Interfund transactions have not been eliminated in the aggregation of this data. -12- CITY OF ST. ANTHONY NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 1983 Note 4. Metropolitan Waste Control Commission Under terms of an agreement with the Metropolitan Waste Control Commission, the City will be repaid the reserve capacity charges advanced to the Commission in annual installments including interest through 1988. These advances were charged against net income of prior years and the repayment will be reflected as income when received. The City received from the Metropolitan Waste Control Commission a refund for past sewer availability charges. Credits against future sewer availability charges payable will be issued by the Commission to repay this refund. Income will be recorded as credits are received from the Commission. Deferred income is recorded for the remaining balance due to the uncertainty of when credits will be issued to the City. Another receivable from the Metropolitan Waste Control Commission, and the corresponding deferred gain of the Utility Funds, represents the City's equity in the City's sewer system which was acquired by the Commission January 1, 1971. This receivable will be paid to the City by issuing credits annually through the year 2000, with interest, against future disposal charges from the Commission. These credits will be reflected in the statement of operations as received. Note 5. Bonded Indebtedness The City has special assessment improvement bonds outstanding at December 31, 1983. These bonds are payable primarily from the collection of special assessments with any deficiency to be provided for by general property taxes. During 1983 it was determined that sufficient funds were available to extinguish all debt service payments required in 1984. As a result, property taxes levied for debt retirement collectible in 1984 have been cancelled. In addition, no property taxes were collected for debt retirement in 1983. Special assessment improvement bonds payable is comprised of the following two individual issues: $960,000 Improvement Bonds of 1968 $675,000 Improvement Bonds of 1973 Maturities -14- 1984-1990 1984-1985 Interest Rates Amount 4.80-4.90% 4.45-4.50% $240,000 155,000 $395,000 CITY OF ST. ANTHONY NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 1983 Note 5. Bonded Indebtedness (Continued) The following is a summary of bond transactions for the year ended December 31, 1983: Payable at Payable at January 1, December 31, 1983 Issued Redeemed 1983 Certificates of Indebtedness $30,000 $ 30,000 Special Assessment Improvement Bonds $500,000 105,000 $395,000 $500,000 $30,000 $135,000 $395,000 Scheduled maturities of bonded indebtedness for each of the next five years are as follows: 1984 - $105,000; 1985 - $130,000; 1986 - $40,000; 1987 - $40,000; 1988 - $40,000. Note 6. Contributed Capital A substantial portion of the property, plant and equipment in the Utility Funds was financed by special assessments, grants and other contributions. When such assets are acquired they are credited to the contributed capital account. Depreciation on contributed assets is charged against current income, but is then redistributed as a charge against the contributed capital account. The rates charged by the City are not intended to generate sufficient income to recover the depreciation on contributed assets and replacement of these assets is expected to be financed primarily by future contributions. Note 7. Interfund Balances and Fund Deficits At December 31, 1983 the General Fund has a balance due from the Liquor Fund of $48,125. This amount represents the difference between the amount budgeted for transfers from the Liquor Fund and the amount transferred during the year. The Sewer Fund has a retained earnings deficit of $13,063 at December 31, 1983. Note 8. Operations of Enterprise Funds Segment information for each of the enterprise funds maintained by the City for the year ended December 31, 1983 are as follows: -15- CITY OF ST. ANTHONY NOTES TO FINANCIAL STATEMENTS DECEMBER 31. 1983 Note 8. Operations of Enterprise Funds (Continued) Redistribution of Depreciation 25,003 20,926 45,929 Transfer to General Fund (385,000) (385,000) Net Change in Retained Earnings ($ 51,998)($ 52,692)($ 59,302)($ 163,992) Total Assets Working Capital (Deficit) Total Equity Note 9. Retirement Plan $1,272,171 $1,241,282 $ 611,011 $3,124,464 $ 670,541 $ 245,238 ($ 98,408) $ 817,371 $1,091,056 $1,182,806 $ 486,072 $2,759,934 The City participates in a state-wide contributory pension plan under the Public Employees' Retirement Association, Minnesota Statutes Chapter 353, which covers all employees except temporary and seasonal employees. The City's contribution for pension costs, under the state-wide plan, was approximately $103,500 for the year ended December 31, 1983. Under existing Minnesota law, the City has no future contingent obligations or commitments to the plan or its participants except to make continuing contributions as determined from time -to -time by the State Legislature. Note 10. Leases The City presently leases space for its administrative offices under a lease agreement which expires August 1986. The lease requires annual rental payments of $36,000. In addition, the City leases space for two of its liquor stores. One lease, expiring November 1985, requires annual rentals of $15,990 plus the pro rata share of common center expense. The other lease expiring in September 1984 requires monthly rental payments of $1,667. -16- Liquor Water Sewer Fund Fund Fund Total Sales (Less Cost of Sales of $1,622,479) $ 899,082 $ 899,082 Operating Income $ 180,017 $ 284,362 464,379 Operating Expenses 665,002 281,652 367,733 1,314,387 Operating Income (Loss) 234,080 101,635) 83,371) 49,074 Other Income 98,922 23,940 3,143 126,005 Net Income (Loss) 333,002 (77,695) 80,228) 175,079 Redistribution of Depreciation 25,003 20,926 45,929 Transfer to General Fund (385,000) (385,000) Net Change in Retained Earnings ($ 51,998)($ 52,692)($ 59,302)($ 163,992) Total Assets Working Capital (Deficit) Total Equity Note 9. Retirement Plan $1,272,171 $1,241,282 $ 611,011 $3,124,464 $ 670,541 $ 245,238 ($ 98,408) $ 817,371 $1,091,056 $1,182,806 $ 486,072 $2,759,934 The City participates in a state-wide contributory pension plan under the Public Employees' Retirement Association, Minnesota Statutes Chapter 353, which covers all employees except temporary and seasonal employees. The City's contribution for pension costs, under the state-wide plan, was approximately $103,500 for the year ended December 31, 1983. Under existing Minnesota law, the City has no future contingent obligations or commitments to the plan or its participants except to make continuing contributions as determined from time -to -time by the State Legislature. Note 10. Leases The City presently leases space for its administrative offices under a lease agreement which expires August 1986. The lease requires annual rental payments of $36,000. In addition, the City leases space for two of its liquor stores. One lease, expiring November 1985, requires annual rentals of $15,990 plus the pro rata share of common center expense. The other lease expiring in September 1984 requires monthly rental payments of $1,667. -16- CITY OF ST. ANTHONY GENERAL FUND BALANCE SHEET DECEMBER 31, 1983 AND 1982 ASSETS Cash and Short -Term Investments Petty Cash and Change Fund Accounts Receivable Taxes Receivable Unremitted Delinquent Allowance for Delinquent Taxes Receivable Accrued Interest Receivable Due from Liquor Fund Restricted Cash and Short -Term Investments Totals LIABILITIES AND FUND BALANCE Liabilities Accounts Payable Accrued Payroll and Related Taxes Total Liabilities Fund Balance Appropriated for Severance Payments Unappropriated Total Fund Balance Totals -17- (Severance) SCHEDULE 1 1983 1982 $599,569 $588,831 100 100 10,350 14,336 6,343 3,197 12,672 7,588 (12,672) (7,588) 13,115 33,010 48,125 32,936 30,243 $710,538 $669,717 $ 2,657 $ 2,112 19,308 20,658 21,965 22,770 32,936 30,243 655,637 616,704 688,573 646,947 $710,538 $669,717 CITY OF ST. ANTHONY GENERAL FUND STATEMENT OF CHANGES IN FUND BALANCE YEARS ENDED DECEMBER 31, 1983 AND 1982 Revenue and Other Sources Expenditures and Other Uses Excess of Revenue and Other Sources Over Expenditures and Other Uses Fund Balance at Beginning of Year Fund Balance at End of Year -18- SCHEDULE 2 1983 1982 Budget Actual Actual $1,485,133 $1,487,296 $1,492,198 1,483,803 1,445,670 1,393,990 1,330 41,626 98,208 646,947 646,947 548,739 $ 648,277 $ 688,573 $ 646,947 CITY OF ST. ANTHONY GENERAL FUND STATEMENT OF REVENUE - ACTUAL COMPARED WITH BUDGET YEARS ENDED DECEMBER 31. 1983 AND 1982 SCHEDULE 3 Sheet 1 -19- 1983 1982 Budget Actual Actual General Property Taxes Taxes $ 470,067 $ 425,136 Fiscal Disparities Distribution 28,655 25,876 $ 508,572 498,722 451,012 Penalties and Interest on Taxes 2,500 3,203 1,620 511,072 501,925 452,632 Licenses and Permits Licenses 8,000 8,103 8,226 Permits 20,000 21,006 22,002 28,000 29,109 30,228 Intergovernmental Revenue State Property Tax Relief Fund - Homestead Credit 130,000 129,832 122,718 Local Government Aid 250,159 250,159 216,278 Attached Machinery Aid 1,000 998 945 Street Maintenance Aid 8,500 7,815 7,815 Insurance Premium Tax 24,102 28,489 28,225 Civil Defense Aid 5,000 5,191 5,514 County Aid - Street Maintenance 5,300 7,796 6,740 Metro Council - Section 8 Housing Grant 1,000 1,660 930 425,061 431,940 389,165 Fines and Forfeitures 60,000 61,030 61,312 Charges for Current Services 4,000 3,413 1,773 -19- CITY OF ST. ANTHONY SCHEDULE 3 GENERAL FUND Sheet 2 STATEMENT OF REVENUE - ACTUAL COMPARED WITH BUDGET YEARS ENDED DECEMBER 31, 1983 AND 1982 -20- 1983 1982 Budget Actual Actual Other Revenue Interest Earned $ 38,000 $ 41,063 $ 43,864 Cable TV Franchise Fee 15,000 Rental of Property 8,000 12,370 7,168 Other 7,000 5,511 3,107 Refunds and Reimbursements Independent School District No. 282 - Labor and Supplies 4,000 4,258 4,694 Administrative Fees 2,000 1,163 2,828 Insurance 2,000 5,950 Other 1,000 514 1,051 62,000 64,879 83,662 Total Revenue 1,090,133 1,092,296 1,018,772 Other Sources Transfers from Other Funds Revenue Sharing Fund 10,000 10,000 20,000 Special Fire Fund 3,482 Special Police Fund 51,298 State Aid Maintenance Fund 26,646 Liquor Fund 385,000 385,000 365,000 Water Fund 7,000 Total Other Sources 395,000 395,000 473,426 Total Revenue and Other Sources $1,485,133 $1,487,296 $1,492,198 -20- CITY OF ST. ANTHONY SCHEDULE 4 Sheet 1 GENERAL FUND STATEMENT OF EXPENDITURES - ACTUAL COMPARED WITH BUDGET YEARS ENDED DECEMBER 31, 1983 AND 1982 General Government Mayor and Council Personal Services Contracted Services and Other Charges Contingency Management Personal Services Contracted Services and Other Charges Elections - Contracted Services and Other Charges Finance Personal Services Supplies Contracted Services and Other Charges Assessing Personal Services Contracted Services and Other Charges Legal - Contracted Services Engineering - Contracted Services and Other Charges General Government Buildings Personal Services Supplies Contracted Services and Other Charges Capital Outlay Total General Government -21- 1983 1982 Budget Actual Actual $ 13,550 $ 13,070 $ 13,053 4,200 4,956 4,764 12,500 10,583 14,903 30,250 28,609 32,720 56,761 56,829 65,904 4,275 4,198 7,227 61,036 61,027 73,131 1,200 815 2,282 31,900 32,772 28,022 6,000 5,821 5,556 62,100 59,183 45,837 100,000 97,776 79,415 2,940 2,912 2,108 15,135 14,927 14,851 18,075 17,839 16,959 27,600 27,232 30,299 2,840 2,982 2,370 22,210 22,125 21,521 850 993 842 68,900 62,577 66,310 400 146 266 92,360 85,841 88,939 333,361 322,121 326,115 CITY OF ST. ANTHONY SCHEDULE 4 GENERAL FUND Sheet 2 STATEMENT OF EXPENDITURES - ACTUAL COMPARED WI YEARS ENDED DECEMBER 31, 1983 AND 1982 Public Works Street Maintenance Personal Services Supplies Contracted Services Maintenance Garage Personal Services Supplies Contracted Services Capital Outlay and Other Charges and Other Charges -22- 165,955 49,050 36,450 251,455 29,700 46,000 4,100 2,600 82,400 166,375 46,526 33,276 246,177 29,292 42,862 4,372 1,850 78,376 175,627 42,895 34,176 252,698 27,745 42,937 3,928 1,348 75,958 1983 1982 Budget Actual Actual Public Safety Civil Defense Personal Services $ 17,635 $ 16,400 $ 12,367 Supplies 200 43 141 Contracted Services and Other Charges 6,295 1,601 2,836 Capital Outlay 1,425 906 621 25,555 18,950 15,965 Police Protection Personal Services 419,275 417,622 412,285 Supplies 4,938 5,521 3,633 Contracted Services and Other Charges 29,708 28,404 21,701 Capital Outlay 1,475 1,303 686 455,396 452,850 438,305 Fire Protection Personal Services 247,504 251,554 232,257 Supplies 6,025 5,833 3,537 Contracted Services and Other Charges 10,757 7,326 7,219 Capital Outlay 3,465 3,202 5,027 267,751 267,915 248,040 Protective Inspection Personal Services 12,270 11,266 8,920 Contracted Services and Other Charges 550 333 206 12,820 11,599 9,126 Animal Control - Contracted Services 1,750 1,251 1,307 Total Public Safety 763,272 752,565 712,743 Public Works Street Maintenance Personal Services Supplies Contracted Services Maintenance Garage Personal Services Supplies Contracted Services Capital Outlay and Other Charges and Other Charges -22- 165,955 49,050 36,450 251,455 29,700 46,000 4,100 2,600 82,400 166,375 46,526 33,276 246,177 29,292 42,862 4,372 1,850 78,376 175,627 42,895 34,176 252,698 27,745 42,937 3,928 1,348 75,958 CITY OF ST. ANTHONY GENERAL FUND STATEMENT OF EXPENDITURES - ACTUAL COMPARED WITH BUDGET YEARS ENDED DECEMBER 31, 1983 AND 1982 Public Works (Continued) Tree Care and Weed Inspection Personal Services Supplies Contracted Services and Other Charges Capital Outlay Total Public Works Park Maintenance Personal Services Supplies Contracted Services and Other Charges Capital Outlay Total Park Maintenance Total Expenditures Other Uses Transfer to Capital Equipment Fund Total Expenditures and Other Uses -23- 1983 Budget Actual $ 10,330 500 1,250 500 12,580 346,435 26,385 2,850 5,500 1,000 35,735 $ 10,235 378 442 176 11,231 335,784 22,937 2,344 4,513 406 30,200 SCHEDULE 4 Sheet 3 1982 Actual $ 11,961 439 820 307 13,527 342,183 557 3,090 3,031 571 7,249 1,478,803 1,440,670 1,388,290 5,000 5,000 5,700 $1,483,803 $1,445,670 $1,393,990 CITY OF ST. ANTHONY SCHEDULE 5 SPECIAL REVENUE FUNDS COMBINING BALANCE SHEET DECEMBER 31. 1983 AND 1982 ASSETS Cash and Short -Term Investments (Deficit) Accounts Receivable Special Assessments Receivable - Deferred Totals LIABILITY AND FUND BALANCE Liability - Accounts Payable Fund Balance - Unappropriated Totals General Revenue Community Reserve Sharing Development Combined Fund Fund Fund 1983 1982 $376,397 $31,884 ($6,990) $401,291 8,405 6,990 15,395 $376,397 $40,289 $ - $416,686 $376,397 $40,289 $376,397 $40,289 $ - -24- $367,475 28,467 1,212 $397,154 $ 16,679 $416,686 380,475 $416,686 $397,154 CITY OF ST. ANTHONY SPECIAL REVENUE FUNDS COMBINING STATEMENT OF REVENUE, EXPENDITURES AND FUND YEARS ENDED DECEMBER 31, 1983 AND 1982 SCHEDULE 6 -25- General Revenue Community Reserve Sharing Development Combined Fund Fund Fund 1983 1982 Revenue Intergovernmental Revenue Federal Grants Revenue Sharing $33,062 $ 33,062 $ 28,134 Community Development $15,093 15,093 31,481 33,062 15,093 48,155 59,615 Other Revenue Interest Earned $ 30,754 2,421 33,175 47,931 Interest on Assessments 117 30,754 2,421 33,175 48,048 Total Revenue 30,754 35,483 15,093 81,330 107,663 Expenditures Other Expenditures Improvement Costs 13,635 13,635 29,267 Administrative 26 1,458 1,484 3,468 Total Expenditures 26 15,093 15,119 32,735 Other Uses Transfers to Other Funds General Fund 10,000 10,000 101,426 Capital Equipment Fund 20,000 20,000 50,600 Special Assessment Fund 12,323 Total Other Uses 30,000 30,000 164,349 Total Expenditures and Other Uses 30,026 15,093 45,119 197,084 Excess (Deficiency) of Revenue Over Expenditures and Other Uses 30,754 5,457 - 36,211 (89,421) Fund Balance at Beginning of Year 345,643 34,832 380,475 469,896 Fund Balance at End of Year $376,397 $40,289 $ - $416,686 $380,475 -25- REVENUE SHARING FUND STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE YEARS ENDED DECEMBER 31, 1983 AND 1982 CITY OF ST. ANTHONY 26 1982 SCHEDULE 7 Budget GENERAL RESERVE FUND Actual Revenue STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE YEARS ENDED DECEMBER 31, 1983 AND 1982 20,000 Revenue Sharing Grant $ 30,000 $ 33,062 1983 Interest Earned 1982 2,421 3,102 Budget Actual Actual Revenue Excess (Deficiency) of Revenue Over Interest Earned - 5,457 $ 30,754 $ 38,470 Interest on Assessments 34,832 38,900 Fund Balance at End of Year 117 Total Revenue $ 34,832 30,754 38,587 Expenditures Improvement Costs 550 Other Uses Transfer to Special Assessment Fund 12,323 Total Expenditures and Other Uses 12,873 Excess of Revenue Over Expenditures and Other Uses - 30,754 25,714 Fund Balance at Beginning of Year $345,643 345,643 319,929 Fund Balance at End of Year $345,643 $376,397 $345,643 CITY OF ST. ANTHONY SCHEDULE 8 REVENUE SHARING FUND STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE YEARS ENDED DECEMBER 31, 1983 AND 1982 Expenditures Contracted Services 1983 26 1982 Other Uses Budget Actual Actual Revenue Federal Grant - U.S. Treasury 10,000 10,000 20,000 Revenue Sharing Grant $ 30,000 $ 33,062 $ 28,134 Interest Earned 30,000 2,421 3,102 Total Revenue 30,000 35,483 31,236 Expenditures Contracted Services 26 704 Other Uses Transfers to Other Funds General Fund 10,000 10,000 20,000 Capital Equipment Fund 20,000 20,000 14,600 Total Other Uses 30,000 30,000 34,600 Total Expenditures and Other Uses 30,000 30,026 35,304 Excess (Deficiency) of Revenue Over Expenditures and Other Uses - 5,457 (4,068) Fund Balance at Beginning of Year 34,832 34,832 38,900 Fund Balance at End of Year $ 34,832 $ 40,289 $ 34,832 -26- CITY OF ST. ANTHONY SCHEDULE 9 SPECIAL FIRE FUND STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE YEARS ENDED DECEMBER 31, 1983 AND 1982 1983 1982 Budget Actual Actual Revenue Interest Earned $ 1,189 Expenditures and Other Uses Transfers to Other Funds General Fund 3,482 Capital Equipment Fund 27,000 Total Expenditures and Other Uses 30,482 Excess (Deficiency) of Revenue Over Expenditures and Other Uses (29,293) Fund Balance at Beginning of Year 29,293 Fund Balance at End of Year CITY OF ST. ANTHONY SPECIAL POLICE FUND STATEMENT OF REVENUE. EXPENDITURES AND FUND BALANCE YEARS ENDED DECEMBER 31, 1983 AND 1982 Revenue Interest Earned Expenditures and Other Uses Transfers to Other Funds General Fund Capital Equipment Fund Total Expenditures and Other Uses Excess (Deficiency) of Revenue Over Expenditures and Other Uses Fund Balance at Beginning of Year Fund Balance at End of Year -27- 1983 Budget Actual cruFnm F in 1982 Actual $ 2,292 51,298 9,000 60,298 (58,006) 58,006 CITY OF ST. ANTHONY STATE AID MAINTENANCE FUND STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE YEARS ENDED DECEMBER 31. 1983 AND 1982 1983 1982 Budget Actual Actual Revenue Interest Earned $ 2,878 Expenditures and Other Uses Transfer to General Fund 26,646 Excess (Deficiency) of Revenue Over Expenditures and Other Uses (23,768) Fund Balance at Beginning of Year 23,768 Fund Balance at End of Year $ - $ - $ - -28- CITY OF ST. ANTHONY SCHEDULE 12 COMMUNITY DEVELOPMENT FUND STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE YEARS ENDED DECEMBER 31, 1983 AND 1982 1983 1982 Budget Actual Actual Revenue Federal Grant - Community Development $15,093 $31,481 Expenditures Improvement Costs 13,635 28,717 Administrative 1,458 2,764 Total Expenditures 15,093 31,481 Excess of Revenue Over Expenditures - - - Fund Balance at Beginning of Year Fund Balance at End of Year $ - $ - $ - -28- CITY OF ST. ANTHONY CAPITAL PROJECT FUNDS COMBINING BALANCE SHEET DECEMBER 31, 1983 AND 1982 SCHEDULE 13 -29- State Aid Capital Housing and Construction Equipment Redevelopment Combined ASSETS Fund Fund Authority 1983 1982 Cash and Short -Term Investments $ 49,000 $74,974 $10,837 $134,811 $ 94,571 Due from State of Minnesota 301,410 301,410 221,553 Accounts Receivable 625 625 Taxes Receivable Unremitted 146 146 Delinquent 717 717 Allowance for Delinquent Taxes Receivable (717) (717) Totals $350,410 $74,974 $11,608 $436,992 $316,124 LIABILITIES AND FUND BALANCE Liabilities Accounts Payable $ 603 $ 603 Deposit 5,000 5,000 Total Liabilities 5,603 5,603 Fund Balance Appropriated $301,410 9,054 310,464 $221,553 Unappropriated (Deficit) 49,000 $74,974 (3,049) 120,925 94,571 Total Fund Balance 350,410 74,974 6,005 431,389 316,124 Totals $350,410 $74,974 $11,608 $436,992 $316,124 -29- CITY OF ST. ANTHONY CAPITAL PROJECT FUNDS COMBINING STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE YEARS ENDED DECEMBER 31, 1983 AND 1982 Revenue General Property Taxes Taxes Fiscal Disparities Distribution Intergovernmental Revenue State Property Tax Relief Fund - Homestead Credit Street Construction Aid Other Revenue Interest Earned Sale of Property and Equipment Total Revenue Other Sources Proceeds from Sale of Bonds Transfers from Other Funds General Fund Revenue Sharing Fund Special Fire Fund Special Police Fund Total Other Sources Total Revenue and Other Sources Expenditures Public Safety - Capital Outlay Public Works - Capital Outlay Improvement Costs Acquisition of Property Contracted Services and Other Charges Interest Total Expenditures Other Uses Transfer to Special Assessment Fund Total Expenditures and Other Uses Excess (Deficiency) of Revenue and Other Sources Over Expenditures and Other Uses Fund Balance at Beginning of Year Fund Balance at End of Year -30- SCHEDULE 14 State -Aid Capital Housing and Construction Equipment Redevelopment Combined Fund Fund Authority 1983 1982 $ 25,541 $ 25,541 $ 2,115 1,004 1,004 131 26,545 26,545 2,246 4,538 4,538 623 $100,562 100,562 95,994 100,562 4,538 105,100 96,617 4,162 $ 5,101 9,263 8,756 1,466 375,000 376,466 4,162 6,567 375,000 385,729 8,756 104,724 6,567 406,083 517,374 107,619 30,000 30,000 5,000 5,000 5,700 20,000 20,000 14,600 27,000 9,000 55,000 55,000 56,300 104,724 61,567 406,083 572,374 163,919 15,916 15,916 19,242 19,242 10,010 325,000 325,000 72,357 72,357 4,970 3,889 3,889 35,158 401,246 436,404 14,980 20,705 20,705 174,701 20,705 35,158 401,246 457,109 189,681 84,019 26,409 4,837 115,265 (25,762) 266,391 48,565 1,168 316,124 341,886 $350,410 $74,974 $ 6,005 $431,389 $316,124 CITY OF ST. ANTHONY SPECIAL ASSESSMENT FUNDS COMBINING BALANCE SHEET DECEMBER 31. 1983 AND 1982 ASSETS Cash and Short -Term Investments (Deficit) Accounts Receivable Special Assessments Receivable Unremitted Delinquent Deferred Totals SCHEDULE 15 Revolving Debt Service Combined Fund Fund 1983 1982 ($ 53,654) $651,897 $598,243 $406,810 149,510 1,767 127,263 S 75 'i 7f. 8,627 3,323 181,132 SRLL 070 LIABILITIES AND FUND BALANCE Liabilities Accounts Payable $ 8,072 Bonds Payable $395,000 Total Liabilities 8,072 395,000 Fund Balance Appropriated 48,561 Unappropriated 67,304 401,418 Total Fund Balance 67,304 449,979 Totals $ 75,376 $844,979 -31- 10,394 414 3,323 8,274 308,395 389,686 $920,355 $954,694 $ 8,072 $ 5,767 395,000 500,000 403,072 505,767 48,561 70,494 468,722 378,433 517,283 448,927 $920,355 $954,694 CITY OF ST. ANTHONY SPECIAL ASSESSMENT FUNDS COMBINING STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE YEARS ENDED DECEMBER 31, 1983 AND 1982 Revenue Intergovernmental Revenue State Aid - Construction Other Revenue Interest Earned Interest on Assessments Special Assessments Reimbursement of Improvement Costs Other Total Revenue 1,193 Debt Revolving Service Fund Fund 68,356 $ 412 400,915 448,927 $ 67,304 $ 53,659 18,522 16,830 1,193 681 19,715 71,170 20,127 71,170 Other Sources Transfer from Other Funds General Reserve Fund State Aid Construction Fund 20,705 Total Other Sources 20,705 Total Revenue and Other Sources 40,832 Expenditures Improvement Costs - Contracted Services Interest Interest on Bonds Service Charges Other Total Expenditures Excess of Revenue and Other Sources Over Expenditures Fund Balance at Beginning of Year Fund Balance at End of Year 10,645 10,895 71,170 21,933 173 SCHEDULE 16 Combined 1983 1982 $ 412 $202,603 53,659 35,352 1,874 90,885 91,297 20,705 20,705 112,002 10,645 10,895 21,933 173 21,540 22,106 43,646 19,292 49,064 68,356 48,012 400,915 448,927 $ 67,304 $449,979 $517,283 -32- 70,183 24,856 104,168 158,784 38 358,029 560,632 12,323 174,701 187,024 747,656 605,527 17,649 26,656 154 93 650,079 97,577 351,350 $448,927 CITY OF ST. ANTHONY GENERAL DEBT SERVICE FUND BALANCE SHEET DECEMBER 31, 1983 ASSETS Cash and Short -Term Investments Taxes Receivable Unremitted Delinquent Allowance for Delinquent Taxes Receivable Total Fund Balance - Unappropriated FUND BALANCE -33- SCHEDULE 17 $1,282 209 490 (490) $1,491 $1,491 CITY OF ST. ANTHONY SCHEDULE 18 GENERAL DEBT SERVICE FUND STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE YEAR ENDED DECEMBER 31, 1983 Revenue General Property Taxes Taxes $24,110 Fiscal Disparities Distribution 1,465 25,575 Intergovernmental Revenue State Property Tax Relief Fund — Homestead Credit 6,639 Total Revenue 32,214 Expenditures — Debt Service Debt Retirement 30,000 Interest 723 Total Expenditures 30,723 Excess of Revenue Over Expenditures and Fund Balance at End of Year —34— $ 1,491 09f1M CITY OF ST. ANTHONY SCHEDULE 19 ENTERPRISE FUNDS COMBINING BALANCE SHEET DECEMBER 31, 1983 AND 1982 Liquor Utility Combined ASSETS Fund Funds 1983 1982 Current Assets Cash and Short -Term Investments $ 169,271 $ 101,909 $ 271,180 $ 560,635 Petty Cash and Change Funds 103,275 103,275 88,175 Accounts Receivable 112,491 112,491 118,498 Other Receivables 372 372 19,543 Inventories, at Lower of Cost or Market 572,880 1,406 574,286 347,160 Prepaid Insurance 6,230 4,664 10,894 9,162 Total Current Assets 851,656 220,842 1,072,498 1,143,173 Property, Plant and Equipment - At Cost Land and Improvements 11,152 10,651 21,803 21,803 Buildings and Structures 489,721 674,202 1,163,923 1,149,663 Distribution and Collection System 2,514,512 2,514,512 2,514,382 Furniture, Fixtures and Equipment 343,269 186,045 529,314 454,645 844,142 3,385,410 4,229,552 4,140,493 Less Accumulated Depreciation 432,887 1,875,703 2,308,590 2,185,487 Total Property, Plant and Equipment 411,255 1,509,707 1,920,962 1,955,006 Other Assets Restricted Cash and Short -Term Investments - Severance 9,260 9,260 9,260 Other Receivables - Metropolitan Waste Control Commission 121,744 121,744 132,315 Total Other Assets _9,260 121,744 131,004 141,575 Totals $1,272,171 $1,852,293 $3,124,464 $3,239,754 LIABILITIES AND FUND EQUITY Current Liabilities Accounts Payable $ 87,421 $ 15,718 $ 103,139 $ 69,154 Accrued Payroll and Related Taxes 9,116 3,186 12,302 11,379 Accrued Sales Tax 36,453 36,453 17,412 Due to General Fund 48,125 48,125 Meter Deposits 55,108 55,108 52,693 Total Current Liabilities 181,115 74,012 255,127 150,638 Other Liabilities Deferred Income 2,600 2,600 8,125 Deferred Gain on Disposal of Property and Equipment - Metropolitan Waste Control Commission 106,803 106,803 111,136 Total Other Liabilities 109,403 109,403 119,261 Total Liabilities 181,115 183,415 364,530 269,899 Fund Equity Contributed Capital 1,144,298 1,144,298 1,190,227 Retained Earnings Reserved for Severance Payments 9,260 9,260 9,260 Unreserved 1,081,796 524,580 1,606,376 1,770,368 Total Fund Equity _1,_09_1_,0_5 1,668,878 2,7- 5� 2-999,855 Totals $J,272,171 $1,852,293 $3,124,464 $3,239,754 09f1M CITY OF ST. ANTHONY ENTERPRISE FUNDS COMBINING STATEMENT OF OPERATIONS AND CHANGES IN RETAINED EARNINGS YEARS ENDED DECEMBER 31, 1983 AND 1982 Sales and Cost of Sales Sales Cost of Sales Gross Profit Operating Income User Charges Other Gross Operating Income Total Gross Profit and Operating Income Operating Expenses Personal Services Supplies Contracted Services and Other Charges Disposal Charges Depreciation Total Operating Expenses Operating Income (Loss) Other Income Commissions Check Cashing Credits and Refunds Received Interest Earned Miscellaneous Total Other Income Other Expense Interest Miscellaneous Total Other Expense Net Income (Loss) for Year Retained Earnings at Beginning of Year Redistribution of Depreciation to Contributed Capital Transfers to General Fund Retained Earnings at End of Year -36- SCHEDULE 20 Liquor Utility Combined Fund Funds 1983 1982 $2,521,561 $2,521,561 $2,472,619 1,622,479 1,622,479 1,508,073 899,082 899,082 964,546 $459,495 459,495 488,234 4,884 4,884 3,437 464,379 464,379 491,671 899,082 464,379 1,363,461 1,456,217 440,504 140,735 581,239 583,161 23,318 19,025 42,343 44,068 161,974 152,874 314,848 252,913 252,233 252,233 259,479 39,206 84,518 123,724 118,241 665,002 649,385 1,314,387 1,257,862 234,080 (185,006) 49,074 198,355 18,453 18,453 23,992 40,097 40,097 37,979 14,303 14,303 45,285 37,790 23,286 61,076 78,017 4,473 2,905 7,378 6,046 100,813 40,494 141,307 191,319 334,893 (144,512) 190,381 389,674 13,161 13,161 14,340 1,891 250 2,141 2,259 1,891 13,411 15,302 16,599 333,002 (157,923) 175,079 373,075 1,143,054 636,574 1,779,628 1,732,626 45,929 45,929 45,927 (385,000) (385,000) (372,000) $1,091,056 $524,580 $1,615,636 $1,779,628 CITY OF ST. ANTHONY ENTERPRISE FUNDS COMBINING STATEMENT OF CHANGES IN FINANCIAL PO YEARS ENDED DECEMBER 31, 1983 AND 1982 Working Capital Provided By Operations Net Income (Loss) for Year Adjustment for Items Not Affecting Working Capital Depreciation Loss on Disposal of Equipment Total Working Capital Provided By (Applied To) Operations Proceeds from Disposal of Equipment Decrease in Other Receivables Total Working Capital Provided (Applied) Working Capital Applied To Transfers to General Fund Acquisition of Plant and Equipment Decrease in Other Liabilities Total Working Capital Applied Increase (Decrease) in Working Capital Changes in Working Capital By Components Increases (Decreases) in Current Assets Cash and Short -Term Investments Petty Cash and Change Funds Accounts Receivable Other Receivables Inventories Prepaid Insurance Increases (Decreases) in Current Liabilities Accounts Payable Accrued Payroll and Related Taxes Accrued Sales Tax Due to General Fund Meter Deposits Increase (Decrease) in Working Capital Working Capital at Beginning of Year Working Capital at End of Year -37- SCHEDULE 21 Liquor Utility Combined Fund Funds 1983 1982 $333,002 ($157,923) $175,079 $373,075 39,206 84,518 123,724 118,241 250 250 117 372,208 (73,155) 299,053 491,433 335 10,571 10,571 13,699 372,208 62,584) 309,624 505,467 385,000 385,000 372,000 88,929 1,001 89,930 47,686 9,858 9,858 13,091 473,929 10,859 484,788 432,777 ($101,721) ($ 73,443) ($175,164) $ 72,690 ($251,655) ($ 37,800) ($289,455) $ 52,846 15,100 15,100 (6,007) (6,007) 14,840 (5,847) (13,324) (19,171) (462) 227,361 (235) 227,126 4,269 (353) 2,085 1,732 (11,040) 157394) 55,281) 70,675) 60,453 18,616 15,369 33,985 (16,571) 545 378 923 (147) 19,041 19,041 2,806 48,125 48,125 2,415 2,415 1,675 86,327 18,162 104,489 12,237) (101,721) (73,443) (175,164) 72,690 772,262 220,273 992,535 919,845 $670,541 $146,830 $817,371 $992,535 CITY OF ST. ANTHONY SCHEDULE 22 LIQUOR FUND BALANCE SHEET DECEMBER 31, 1983 AND 1982 ASSETS 1983 1982 Current Assets Cash and Short -Term Investments $ 169,271 $ 420,926 Petty Cash and Change Funds 103,275 88,175 Accrued Interest Receivable 5,847 Inventory of Merchandise, at Lower of Cost or Market 572,880 345,519 Prepaid Insurance 6,230 6,583 Total Current Assets 851,656 867,050 Property, Plant and Equipment - At Cost Land and Improvements 11,152 11,152 Building and Structures 489,721 475,461 Furniture, Fixtures and Equipment 343,269 268,600 844,142 755,213 Less Accumulated Depreciation 432,887 393,681 Total Property, Plant and Equipment 411,255 361,532 Other Asset Restricted Cash and Short -Term Investments - Severance 9,260 9,260 Totals $1,272,171 $1,237,842 LIABILITIES AND FUND EQUITY Current Liabilities Accounts Payable $ 87,421 $ 68,805 Accrued Payroll and Related Taxes 9,116 8,571 Accrued Sales Tax 36,453 17,412 Due to General Fund 48,125 Total Current Liabilities 181,115 94,788 Fund Equity Retained Earnings Reserved for Severance Payments 9,260 9,260 Unreserved 1,081,796 1,133,794 Total Fund Equity 1,091,056 1,143,054 Totals $1,272,171 $1,237,842 -38- CITY OF ST. ANTHONY SCHEDULE 23 LIQUOR FUND STATEMENT OF INCOME AND CHANGES IN RETAINED EARNINGS YEARS ENDED DECEMBER 31, 1983 AND 1982 Sales Cost of Sales Gross Profit Operating Expenses Personal Services Supplies Contracted Services and Other Charges Depreciation Total Operating Expenses Operating Income Other Income Commissions Check Cashing Interest Earned Miscellaneous Total Other Income Other Expense Miscellaneous Net Income Retained Earnings at Beginning of Year Transfer to General Fund Retained Earnings at End of Year 1983 Percent Total of Sales $2,521,561 100.00% 1,622,479 64.34 899,082 35.66 1982 Percent Total of Sales $2,472,619 100.00% 1,508,073 60.99 964,546 39.01 440,504 17.47 441,280 17.85 23,318 .93 26,516 1.07 161,974 6.42 129,026 5.22 39,206 1.56 35,503 1.43 665,002 26.38 632,325 25.57 234,080 9.28 332,221 13.44 18,453 .73 40,097 1.59 37,790 1.50 4,473 .18 100,813 4.00 334,893 13.28 1,891 .07 333,002 13.21%, 1,143,054 (385,000) $1,091,056 -39- 23,992 .97 37,979 1.53 46,166 1.87 1,365 .06 109,502 4.43 441,723 17.87 1,807 439,916 1,068,138 (365,000) $1,143,054 Eon 17.79% CITY OF ST. ANTHONY LIQUOR FUND STATEMENT OF CHANGES IN FINANCIAL POSITION YEARS ENDED DECEMBER 31, 1983 AND 1982 Working Capital Provided By Operations Net Income for Year Adjustment for Items Not Affecting Working Capital Depreciation Gain on Disposal of Equipment Total Working Capital Provided By Operations Proceeds from Disposal of Equipment Total Working Capital Provided Working Capital Applied To Transfer to General Fund Acquisition of Equipment Total Working Capital Applied Increase (Decrease) in Worki Changes in Working Capital By Components Increases (Decreases) in Current Assets Cash and Short -Term Investments Petty Cash and Change Funds Accrued Interest Receivable Inventory Prepaid Insurance Increases (Decreases) in Current Liabilities Accounts Payable Accrued Payroll and Related Taxes Accrued Sales Tax Due to General Fund Ca Increase (Decrease) in Working Ca Working Capital at Beginning of Year Working Capital at End of Year -40- 1 1983 $333,002 39,206 372,208 372,208 385,000 88,929 473,929 ($101,721) ($251,655) 15,100 (5,847) 227,361 (353) (15,394 18,616 545 19,041 48,125 86,327 1 (101,721) 772,262 $670,541 SCHEDULE 24 1982 $439,916 35,503 (335) 475,084 335 475,419 365,000 15,462 380,462 $ 94,957 $ 85,169 4,497 4,439 (7,829) 86,276 (11,033) (454) 2,806 8,681) 94,957 677,305 $772,262 CITY OF ST. ANTHONY SCHEDULE 25 LIQUOR FUND STATEMENT OF OPERATING EXPENSES YEARS ENDED DECEMBER 31, 1983 AND 1982 Salaries 1983 1982 On Sale $142,031 $155,696 Off Sale 125,331 122,519 Custodians 22,327 22,560 Managers 61,802 59,066 Bookkeepers 36,094 32,482 Employees' Insurance 17,038 12,459 Pension Contributions 35,881 36,498 Personal Services 440,504 441,280 Laundry 3,480 5,988 On Sale Supplies 4,058 6,641 Off Sale Supplies 7,324 6,413 Cleaning Supplies 3,284 2,543 Office Expense 5,172 4,931 Supplies 23,318 26,516 Rentals and Leases 25,302 18,126 Utilities 28,579 28,549 Repairs, Maintenance and Janitorial 28,545 21,276 Insurance 34,568 30,644 Telephone 3,267 2,132 Sanitation 2,787 2,776 Security 4,698 4,052 Advertising and Decorating 16,005 4,644 Accounting and Other Services 5,463 5,733 Travel 3,810 2,760 Music 8,950 7,360 Other 974 Contracted Services and Other Charges 161,974 129,026 Depreciation 39,206 35,503 Totals $665,002 $632,325 -41- ASSETS Current Assets Cash and Short -Term Investmeni Accounts Receivable Other Receivables Inventory of Supplies, at Low( Prepaid Insurance Total Current Assets Property, Plant and Equipment - Land and Improvements Building and Structures Distribution and Collection S, Equipment Less Accumulated Depreciation Total Property, Plant and Other Receivables Metropolitan Waste Control Coi Totals LIABILITIES AND FUP Current Liabilities Accounts Payable Accrued Payroll and Related T: Meter Deposits Total Current Liabilities Other Liabilities Deferred Income Deferred Gain on Disposal of I Equipment - Metropolitan Wa! Total Other Liabilities Total Liabilities Fund Equity Contributed Capital Retained Earnings Total Fund Equity Totals CITY OF ST. ANTHONY UTILITY FUNDS COMBINING STATEMENT OF CHANGES IN FUND EQUITY YEARS ENDED DECEMBER 31. 1983 AND 1982 Contributed Capital Balance at Beginning of Year Redistribution of Depreciation from Retained Earnings Balance at End of Year Retained Earnings Balance at Beginning of Year Net Loss for Year Redistribution of Depreciation to Contributed Capital Transfer to General Fund Balance (Deficit) at End of Year SCHEDULE 27 Water Sewer Combined Fund Fund 1983 1982 $670,166 $520,061 $1,190,227 $1,236,154 (25,003) (20,926) (45,929) (45,927) $645,163 $499,135 $1,144,298 $1,190,227 $590,335 $ 46,239 $ 636,574 (77,695) (80,228) (157,923) 25,003 20,926 45,929 $537,643 ($ 13,063) $ 524,580 -43- $ 664,488 (66,841) 45,927 (7,000) $ 636,574 CITY OF ST. ANTHONY UTILITY FUNDS COMBINING STATEMENT OF OPERATIONS YEARS ENDED DECEMBER 31, 1983 AND 1982 Operating Income Water Sales Sewer Charges Other Total Operating Income Operating Expenses Personal Services Supplies Contracted Services Disposal Charges Depreciation and Other Charges Total Operating Expenses Operating Loss Other Income Permits Interest Earned Miscellaneous Metropolitan Waste Control Commission Credits Received Refund of Prior Period's Disposal Total Other Income Other Expense Interest Loss on Disposal of Equipment Total Other Expense Net Loss Charges -44- Water Fund Sewer Fund SCHEDULE 28 Combined 1983 1982 $175,133 $175,133 $179,193 $284,362 284,362 309,041 4,884 4,884 3,437 180,017 284,362 464,379 491,671 85,116 55,619 140,735 141,881 14,005 5,020 19,025 17,552 124,654 28,220 152,874 123,887 252,233 252,233 259,479 57,877 26,641 84,518 82,738 281,652 367,733 649,385 625,537 (101,635) (83,371) (185,006) (133,866) 735 160 895 3,105 23,286 23,286 31,851 169 1,841 2,010 1,576 14,303 14,303 17,703 27,582 24,190 16,304 40,494 81,817 77,445 67,067) (144,512) (52,049) 13,161 13,161 14,340 250 250 452 250 13,161 13,411 14,792 ($ 77,695)($ 80,228)($157,923)($ 66,841) CITY OF ST. ANTHONY UTILITY FUNDS COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION YEARS ENDED DECEMBER 31, 1983 AND 1982 Working Capital Provided By Operations Net Loss for Year Adjustment for Items Not Affecting Working Capital Depreciation Loss on Disposal of Equipment Working Capital Provided By (Applied To) Operations Decrease in Other Receivables Total Working Capital Provided (Applied) Working Capital Applied To Transfer to General Fund Acquisition of Plant and Equipment Decrease in Other Liabilities Total Working Capital Applied Increase (Decrease) in Working Capital Changes in Working Capital By Components Increases (Decreases) in Current Assets Cash and Short -Term Investments Accounts Receivable Other Receivables Inventory Prepaid Insurance SCHEDULE 29 Water Sewer Combined Fund Fund 1983 1982 ($ 77,695)($80,228)($157,923)($ 66,841) 57,877 26,641 84,518 82,738 250 250 452 (19,568) (53,587) (73,155) 16,349 10,571 10,571 13,699 (19,568) (43,016) (62,584) 30,048 7,000 1,001 1,001 32,224 9,858 9,858 13,091 1,001 9,858 10,859 52,315 ($ 20,569)($52,874)($ 73,443)($ 22,267) ($ 17,486)($20,314)($ 37,800)($ 32,323) (1,135) (4,872) (6,007) 14,840 (13,324) (13,324) (4,959) (235) (235) (170) 2,058 27 2,085 (3,211) 16,798) (38,483) 55,281) 25,823 Increases (Decreases) in Current Liabilities Accounts Payable Accrued Payroll and Related Taxes Meter Deposits Increase (Decrease) in Working Capital Working Capital (Deficit) at Beginning of Year Working Capital (Deficit) at End of Year -45- 782 14,587 15,369 (5,538) 574 (196) 378 307 2,415 2,415 1,675 31771 14,391 18,162 3,556) (20,569) (52,874) (73,443) (22,267) 265,807 (45,534) 220,273 242,540 $245,238 ($98,408) $146,830 $220,273 CITY OF ST. ANTHONY AGENCY FUND BALANCE SHEET DECEMBER 31. 1983 AND 1982 ASSETS Cash and Short -Term Investments (Deficit) Accounts Receivable Totals LIABILITY Funds Held for Others -46- SCHEDULE 30 1983 1982 ($14,541) 14,541 STATISTICAL SECTION CITY OF ST. ANTHONY ASSESSED VALUATIONS, TAX LEVIES AND MILL RATES ('Shown Year of Collectibility Assessed Valuations Assessed Valuations Contribution to Fiscal Disparities Pool Distribution from Fiscal Disparities Pool Increment Financing Taxable Valuations Tax Levies General Capital Outlay Housing and Redevelopment Authority Totals Mill Rates General Capital Outlay Housing and Redevelopment Authority Totals 1982 1983 1984 $56,543,303 $62,173,003 $64,554,066 (2,737,485) (3,362,866) (3,889,909) 2,574,446 2,997,403 3,524,608 (100,967) (117,709) $56,380,264 $61,706,573 $64,071,056 $ 590,607 $ 639,614 $ 705,001 32,704 15,000 3,013 21,311 7,500 $ 593,620 $ 693,629 $ 727,501 10.492 10.385 11.008 .531 .234 .056 .363 .117 10.548 11.279 11.359 aJWa CITY OF ST. ANTHONY TAX LEVIES AND COLLECTIONS SPECIAL ASSESSMENT LEVIES AND COLLECTIONS Current Percentage Total Year's Levy of Levy Year Levy Percentage Collected 1979 Current Percentage Prior 1980 of Total 100,420 Total Year's Levy of Levy Years' Levy Total Collections Year Levy 94.24 Collected Collections Collections To Levy 1979 $479,845 $470,219 97.99% $ 2,022 $472,241 98.42% 1980 509,892 504,555 98.95 8,226 512,781 100.57 1981 520,810 519,020 99.66 3,454 522,474 100.32 1982 593,620 575,557 96.96 2,003 577,560 97.29 1983 693,629 684,322 98.66 (1,563) 682,759 98.43 SPECIAL ASSESSMENT LEVIES AND COLLECTIONS Current Percentage -48- Total Year's Levy of Levy Year Levy Years' Levy Collected 1979 $121,424 $110,070 90.65%, 1980 102,170 100,420 98.29 1981 102,125 100,722 98.63 1982 93,461 88,081 94.24 1983 113,689 112,622 99.06 -48- Percentage Prior of Total Years' Levy Total Collections Collections Collections To Levy $ 3,697 $113,767 93.69% 6,346 106,766 104.50 1,848 102,570 100.44 1,263 89,344 95.59 6,298 118,920 104.60 ASSETS Current Assets Cash and Short -Term Investments Accounts Receivable Other Receivables Inventory of Supplies, at Lower Prepaid Insurance Total Current Assets (Deficit) of Cost or Market Property, Plant and Equipment - At Cost Land and Improvements Building and Structures Distribution and Collection System Equipment Less Accumulated Depreciation Total Property, Plant and Equipment Other Receivables Metropolitan Waste Control Commission Totals LIABILITIES AND FUND EQUITY Current Liabilities Accounts Payable Accrued Payroll and Related Taxes Meter Deposits Total Current Liabilities Other Liabilities Deferred Income Deferred Gain on Disposal of Property and Equipment - Metropolitan Waste Control Commission Total Other Liabilities Total Liabilities Fund Equity Contributed Capital Retained Earnings Total Fund Equity Totals -42- CITY OF ST. ANTHONY UTILITY FUNDS COMBINING BALANCE SHEET DECEMBER 31, 1983 AND 1982 SCHEDULE 26 Water Sewer Combined Fund Fund 1983 1982 $ 257,938 ($ 156,029) $ 101,909 $ 139,709 41,012 71,479 112,491 118,498 372 372 13,696 1,406 1,406 1,641 3,358 1,306 4,664 2,579 303,714 82,872) 220,842 276,123 7,006 3,645 10,651 10,651 665,202 9,000 674,202 674,202 1,467,897 1,046,615 2,514,512 2,514,382 116,708 69,337 186,045 186,045 2,256,813 1,128,597 3,385,410 3,385,280 1,319,245 556,458 1,875,703 1,791,806 937,568 572,139 1,509,707 1,593,474 121,744 121,744 132,315 $1,241,282 $ 611,011 $1,852,293 $2,001,912 $ 1,131 $ 14,587 $ 15,718 $ 349 2,237 949 3,186 2,808 55,108 55,108 52,693 58,476 15,536 74,012 55,850 2,600 2,600 8,125 106,803 106,803 111,136 109,403 109,403 119,261 58,476 124,939 183,415 175,111 645,163 499,135 1,144,298 1,190,227 537,643 (13,063) 524,580 636,574 1,182,806 486,072 1,668,878 1,826,801 $1,241,282 $ 611,011 $1,852,293 $2,001,912 CITY OF ST. ANTHONY COMBINED SCHEDULE OF BONDED INDEBTEDNESS DECEMBER 31, 1983 Date Interest Date of of Final Rates Issue Maturity Bonded Indebtedness Special Assessment Improvement Bonds Improvement Bonds of 1968 4.80-4.90% 10/1/68 1/1/90 Improvement Bonds of 1973 4.45-4.50 6/1/73 3/1/85 Total Bonded Indebtedness -49- Bonds Due in 1984 Authorized Issued Redeemed Outstanding Principal Interest $ 960,000 $ 960,000 $ 720,000 $240,000 $ 40,000 $11,680 675,000 675,000 520,000 155,000 65,000 5,496 $1,635,000 $1,635,000 $1,240,000 $395,000 $105,000 $17,176 CITY OF ST. ANTHONY BONDS PAYABLE DECEMBER 31, 1983 Note - January 1, 1984 maturities are considered matured December 31, 1983. CITY OF ST. ANTHONY DEBT SERVICE REQUIREMENTS DECEMBER 31, 1983 Date of Interest Date of Principal Principal Issue Rate Maturity Amount Special Assessment Improvement Bonds $122,176 1985 130,000 11,785 Improvement Bonds of 1968 10/1/68 40,000 7,840 47,840 January 1, 1985 and 1986; $40,000 40,000 4.80% 1/1/85-86 $ 80,000 January 1, 1987 through 1990; $40,000 3,920 4.90 1/1/87-90 160,000 Total Improvement Bonds of 1968 41,960 Totals $395,000 240,000 Improvement Bonds of 1973 6/1/73 March 1, 1984 4.45 3/1/84 65,000 March 1, 1985 4.50 3/1/85 90,000 Total Improvement Bonds of 1973 155,000 Total Special Assessment Improvement Bonds $395,000 Note - January 1, 1984 maturities are considered matured December 31, 1983. CITY OF ST. ANTHONY DEBT SERVICE REQUIREMENTS DECEMBER 31, 1983 Note - January 1 maturities are considered matured December 31 of the preceding year. -50- Special Assessment Improvement Bonds Principal Interest Total 1984 $105,000 $17,176 $122,176 1985 130,000 11,785 141,785 1986 40,000 7,840 47,840 1987 40,000 5,880 45,880 1988 40,000 3,920 43,920 1989 40,000 1,960 41,960 Totals $395,000 $48,561 $443,561 Note - January 1 maturities are considered matured December 31 of the preceding year. -50-