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HomeMy WebLinkAbout1984 CAFR 1 1 1 1 1 1 1 1 1 1 1 1 1 1 -I CITY OF ANDOVER, MINNESOTA FINANCIAL STATEMENTS DECEMBER 31, 1984 1 1 j 1 ~ 1 1 I I ~ c c ~ ~ c c w w m c c c c c c c ~ ~ m c I - ~---- 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 J 1 1 1 I. I · 1 j j . Elected Mayor Jerry Windschitl Council James Elling Michael Knight Theodore M. Lachinski Kenneth Orttel Appointed Clerk-Treasurer Patricia K. Lindquist CITY OF ANDOVER, MINNESOTA ELECTED AND APPOINTED OFFICIALS Term of office . expires first business day of January 1987 1987 1987 1989 1989 c c c ~ ~ ~ m ~ c c c c c c c ~ to m c I I I I I I I I I 1 I ~ l I I I I I I I I I I CITY OF ANDOVER, MINNESOTA TABLE OF CONTENTS SECTION I INTRODUCTORY SECTION Comments SECTION II FINANCIAL SECTION Auditors' opinion II-A. Combined Financial Statements (General Purpose Financial Statements) Combined balance sheet - all fund types and account groups Combined statement of revenue, expenditures and fund balance - all governmental fund types Combined statement of revenue, expenditures and fund balance - budget and actual - General and special revenue fund typ~~ Statement of revenue, expense and fund equity - all proprietary fund types - Enterprise funds Statement of changes in financial pOSition - all proprietary fund. types - Enterprise funds Notes to financialstatments II-B. Combining and Individual Fund Statements and Account Groups General Fund Comparative balance sheet Statement of revenue, expenditures and fund balance Schedule of revenue - budget and actual Schedule of expenditures - budget and actua~ Special revenue funds Comparative balance sheet Statement of revenue, expenditures and fund balance Debt service funds Combining balance sheet Combining statement of revenue, expenditures and fund balance Capital projects funds Combining balance sheet Combining statement of revenue, expenditures and fund balance Page I 1 2 4 6 8 9 10 23 24 25 26 31 31 32 33 34 36 CITY OF ANDOVER, MINNESOTA TABLE OF CONTENTS (CONTINUED) II-B. Combining and Individual Fund Statements and Account Groups (Continued) Special assessment funds Combining balance sheet Combining statement of revenue, expenditures and fund balance Proprietary funds - Enterprise funds Combining balance sheet Combining statement of revenue, expense and retained earnings Combining statement of changes in financial position Water Fund Comparative balance sheet Comparative statement of revenue, expense and retained earnings Comparative statement of changes in financial position Sewer Fund Comparative balance sheet Comparative statement of revenue, expense and retained earnings Comparative statement of changes in financial position Comparative statement of general fixed assets Comaprative statement of general long-term debt SECTION III STATISTICAL SECTION Schedule of cash, temporary investments and security for deposits Combined schedule of indebtedness Schedule of bonds payable Debt service requirements Tax levies and collections Special assessment levies and collections Assessed valuations, tax levies and mill rates 1---- c c c ~ 38 42 w 46 47 48 c c 49 50 51 c 52 53 54 c 55 c 56 c c 57 58 60 64 65 65 67 w ~.' ~ c c c c ~ I I I I I I I I ,I I I I I I I I I I I SECTION I INTRODUCTORY SECTION c c c 1M ... w c c c c I!II ~ c ~ c c c c C !'II.' Ii.I C 1-- I I I I I I I I I I I - I " - - - I , ] 1 I 1 I 'i i I I I I ~ 01 ANDOVER COMMENTS The City of Andover, Minnesota operates under "Optional Plan A" as defined in the State of Minnesota Statutes. Under this plan, the council is elected by popular vote and consists of the mayor and four councilmembers. Administrative personnel, including the clerk-treasurer, are appointed by the council. General Fund The General Fund is used to account for all revenue and the activites financed by them which are not accounted for in a special fund. The principal sources of revenue are property taxes and intergovernmental revenue. Expenditures are for general government, public safety, public works, recreation and other functions. The fund balancc increascd $143,239 during the year to $435,931. A condensed summary of revenue and expenditures for thc years cnded Dccember 31, 1984 and 1983 is shown belo'~: Revenue and other sources Taxes Licenses and permits Intergovernmental revenue Charges for services Fines and forfeits Other revenue Transfers from other funds Expenditures and other uses General government Public safety Public works Sanitation Park and recreation Other unallocated Transfers to other funds Xet increase in fund balance ~pecial Revenue Funds ------------- Budget 1984 Actual 1983 Budget Actual $388,265 $ 430,949 $330,605 $ 345,053 47,560 102,472 48,237 95,397 389,482 403,869 386,868 456,578 10,040 14,936 14,556 11,672 12,000 6,261 11,100 6,726 39,613 102,247 29,785 121,817 41,500 40,018 38,612 39,109 $928,460 $1,100,752 $859,763 $1,076,352 $257,547 289,575 157,880 13,151 90,160 37,767 _82,380 $928,460 ~~=_:::<2::: $ 252,060 323,011 127,715 3,740 1l.5,801 30,476 74,710 L957,513 ,LoJ~2~L~~2 $250,588 254,101 164,466 12,441 84,675 25,686 ~806 3i859,763 L===:::~:; $ 2$0,863 268,928 137,172 21,805 88,621 161,979 70,4l.0 $ 999,808 L==~~~~~~ Special revenue funds are establishcd to account for taxcs and other revenuc sct aside for a particular purpose. I c Special Revenue Funds (Continued) c Revenue Sharing Fund - this fund was established to account for revenue received from the Federal Government in accordance with the "State and Local Fiscal Assistance Act of 1972." Expenditures can only be made from this fund as outlined in the Act. The City's share of revenue for 1984 was $39,543. During 1984, $40,018 was transferred to the General Fund. There was no fund balance at December 31, 1984. !'II. ' ~ Debt Service Funds ~ .. Debt service funds are used to account for the accumulation of resources for payment of general obligation bonds or other general indebtedness and interest thereon. General property taxes and transfers from the General Fund provide the primary financing for debt retirement. The long-term liability (outstanding bond principal) from the issuance of general obligation bonds and other forms of long-term debt is recorded as a liability in the General Long-term Debt Account Group. ~ c The funds included with the debt service funds are: 1978 General Obligation bonds 1979 Certificates of Indebtedness 1980 Certificates of Indebtedness 1982 Certificates of Indebtedness ~ I.j c Capital Projects Funds c Capital projects funds are established to account for proceeds from the sale of bonds and other revenue to be used for the acquisition of capital improvements by the City. ~ Following is a brief description of each. ~ 1979 Equipment Fund - This fund was established to account for the proceeds from the sale of $85,000 of certificates of indebtedness to be used for equipment acquisition. The fund balance was $7,815 at December 31, 1984. ~ ~ Park Fund - The Park Fund was established to account for revenue, primarily park dedication fees, to be used for the acquisition and improvement of parks. The fund balance was $14,137 at December 31, 1984. In III State Aid Fund - This fund was established to account for aid of Minnesota for construction of certain designated streets. balance was $76,071 at December 31, 1984. received from the State The reserved fund ~ 1982 Equipment Fund - This fund was established to account for the proceeds from sale of $150,000 of certificates of indebtedness which were issued during 1982 for a fire truck and fire equipment. The fund balance was $5,988 at December 31, 1984. ~ 1983 Equipment Fund - This fund was established to account for the proceeds from the sale of $30,000 of certificates of indebtedness which were issued during 1983 for a ~ rescue van. The fund balance was $3,892 at December 31, 1984. ... ~ ~ c c II ~ I\.J I------~ ~ ~ I I I I I I I I I I I I I I i I J 1 I J 1 I j . J I I I Special Assessment Funds Special assessment funds were established to account for .assessments levied to finance improvements or services deemed to benefit the properties against which the assessments are levied. Primarily, the transactions accounted for in the funds are the receipt of bond proceeds or other sources of financing and disbursement of such proceeds for construction work done and the collection of assessments against benefit property owners and disbursements of assessment collections for the payment of bonds and interest. The December 31, 1984 fund balance (deficits) of the various special assessment funds were as follows: Fund Reserved for construction Reserved for debt service Unreserved undesignated Total 75-1 75-2 76-1 77-1 78-1 79-1 79-2/80-1 80-2 80-3,4/82-7 81-1 81-2 83-2, 2A, 3 83-5, 6, 8 $ 84, 5, 6, 7 & 12 Water Trunk $( 447,206) $( 447,206.) 11 ,028 ( 164,605) ( 131,628) ( 118,630) ( 129,384) ( 260,573) ( 14,706) (2,096,582) ( 65,666) ( 81,921) ( 831,243) ( ,134,574) ( 348,221) 41,647 $(4,772,264) .' $ 11 ,028 11,344 35,225 ( 164;605) ( 131,628) ( 118,6.30) ( 129,384) ( 260,573) ( 14,706) (2,096,582) ( 65,666) ( 81,921) ( 831.243) (145,918) ( 383,446) 41,647 $(4,829,861) $ $ 46,569 11 ,028 The deficits arise primarily due to the accounting treatment of assessments receivable. Generally accepted accounting principles require that assessments receivable not be reflected as revenue until collected. If the assessments receivable were recorded as revenue when assessed, the fund balances (deficits) would be as follows: Fund Reserved for Reserved for Unreserved Fund construction debt service undesignated Total 75-1 $( 5,851) $( 5,851) 75-2 $ 897 18,977 19,874 76-1 $ 432,045 432,045 77-1 165,471 165,471 78-1 25,917 25,917 79-1 24,251 24,251 79-2/80-1 16,253 16,253 80-2 21,219 21,219 80-3,4/82-7 495,908 495,908 81-1 12,573 12,573 81-2 34,086 34,086 83-2, 2A, 3 66,570 66,570 83-5, 6, 8 $ 11 ,344 33,066 44,410 84-5, 6, 7 & 12 35,225 ( 91,881) ( 56,656) Water Trunk 41,647 41,647 $ 46,569 $ 1,328,256 $( 37,108) $ 1,337,717 III c Enterprise Funds c Enterprise funds are established to account for the financing of self-supporting activities of governmental units which render services to the general public on a !'III user charge basis. Ii.I In Andover the water and sewer utilities are 6perated as enterprise activities. The financial statements of enterprise funds are similar to comparable private enterprise and are self-contained. ~.! ~ The Water fund was established during 1981; a condensed summary of operations for 1984 and 1983 is as follows: c 1984 1983 m Operating revenue Operating expense (excluding depreciation) Net loss $ 47,189 $ 28,413 37,091 26,472 $ 10,098 $ 1,941 19,867 16,151 $( 9,769) $(14,210) ( 6,361) ( 6,420) $(16,130) $(20,630) ~ Depreciation Operating income Other income (expense) m A condensed summary of Sewer Fund operations for 1983 and 1982 is as follows: c Oper 1984 1983 Operating revenue Operating expense (excluding depreciation) $130,727 107,194 $ 23,533 87,671 $(64,138) 1,534 $ 94,963 92,623 $ 2,340 83,630 $(81,290) 13 , 598 c Depreciation Operating loss Other income (expense) c $(62,604) $(6.7,692) c Net loss General Fixed Assets c This account group is used to show the general fixed assets of the City. These assets are used in the performance of the general governmental functions. As of December 31, 1984, the general fixed assets of the city amounted to $1,305,933. c c .~ m m IV c I I I I .1 I General LonR-term Debt --_._._------~------ General obligation bonds and othcr forms of long-term dcbt t.hat are obligations of the City <IS <I "holc <lnd not its individual funds arc accounted for in this self- balancing account group. Long-term dcbt included in the <lccount at Dccembcr 31, 1984 were as follows: Origin(ll amount 1978 G.O. Bonds 1979 Ccrtificates of Indebtedness 1980 Certificates of Indebtedness 1982 Certificates of Indebtedness 1983 Certiflcatcs of Indebtedness 1984 State Aid Street. Improvement Bonds Land Acquisition Long-term payable - Mctropolitan Waste Control Commission Assessments on City property Equipment purchase Vacation payable - Governmcntal funds $430,000 85,000 40,000 150,00Q 30,000 510,000 l,4,OOO 43,018 111,653 10,115 I I I I I I I I I I - I - j I . I . I i V , Outstanding Dccember 31, 1984 $ 245.000 -0- 8,000 9b,OOO 24,000 510,000 22,000 23 , 562 95,160 5,366 12,362 $1,035,/.50 . c c c c ~ m m w c c c c c c c c c c m -I -- I I I I I I I I j I J I . j I i I I I I I I I . I SECTION II FINANCIAL SECTION c c c ~ to C C C C C C ~ w m c c C !'II.' , ~ ' ~ ---r---- - I I I I I I I I I I I I I I I I I I I GMHCo GEORGE M. HANSEN COMPANY, P.A. A Professional Corporation ofCeTlified PuhliC' A ('Cowllants AUDITORS' OPINION The City Council Andover, Minnesota We have examined the combined financial statements of the City of Andover, Minnesota as of and for the year ended December 31, 1984, 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. In our opinion, the combined financial statements referred to above present fairly the financial position of the City of Andover, Minnesota at December 31, 1984, 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. Our examination was made for the purpose of forming an opinion on the combined financial statements taken as a whole. The combining, individual fund, and account group 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 Andover, 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 listed in the table of contents. ~?l! ?~ ~/ //1. Hay 23, 1985 1 75 SOUTH PLAZA BUILDING WA YZA T A BOULEVARD AT HIGHWAY 100 MINNEAPOLIS. MINNESOT A 5541 6 B 12/546.2566 2 CITY OF ANDOVER, MINNESOTA COMBINED BALANCE SHEET ALL FUND TYPES AND ACCOUNT GROUPS DECEMBER 31, 1984 ASSETS Petty cash Cash and temporary investments Accrued interest receivable Taxes receivable Unremitted Delinquent .Accounts receivable Prepaid expense Special assessments receivable Un remit ted De linquent Deferred Allowance for uncollected receivables Due from other funds Due from other governmental units Inventory Property and equipment - Net Amount available in debt service funds for payment of bond principal and interest Amount to be provided by future revenues Total assets LIABILITIES AND FUND EQUITY Liabil i ties Cash deficit Accounts payable Accrued liabilities Contracts payable Due to other funds Due to other governmental units Deposits payable Deferred revenue Bonds payable Total liabilities Fund equity Contributed Invested in General Fixed Assets Retained earnings Reserved Unreserved Fund balance Reserved Unreserved - Undesignated Total fund equity Total liabilities and fund equity See accompanying notes to financial statements. --- -- -I- Governmental Fund Special General revenue $ 300 538,094 17,583 5,908 30,914 4,514 00,914) 22,797 $589,196 $ 17,390 2,073 65,192 68,610 $153,265 $435,931 $435,931 $589.196 $ -0- $ -0- .L -0- Types Debt service $106,987 4,713 622 3,275 ( 3,275) $112,322 $112,322 $112,322 c c c c ~ m c c c c c c ~ ~ w.I c c ~ .. c: I C 3 Account Groups Proprietary General General Total ' Capital Special Fund Types Fixed Long -term (memorandum only) projects assessment Enterprise Assets Debt 1984 1983 ' $ 300 $ 300 91,996 $ 4,868,042 $ 10,638 5 5,370,509 16,649 181,920 1,423 222,288 44,059 ' 6,530 3 34,189 31,998 51,395 51,395 32,684 ' 6,459 6,459 7,267 8,101 8,101 5,394 163,625 163,625 137,517 5,946,356 24,834 5,975,704 5,255,438 ( 163,625) ( 197,814) ( 169,236) 180,000 180,000 200,000 6,900 29,697 117,862 2,701 2,701 5,517 4,850,500 $1,305,933 6,156,433 5,316,418 $ 112,322 112,322 97,421 923,128 923,128 553,550 ' $115,545 $11,184,419 $4,947,950 $1,305,933 $1,035,450 $19,290,815 $17,009,760 $ 326,171 $ 277 $ 326,448 $ 96,138 ' $ 5,267 1,152 2,093 $ 95,160 121,062 125,266 1,756 12,362 14,118 6,962 2,375 17,675 27,366 49,489 135,595 180 180,000 200,000 23,562 .23,562 28,540 194,230 259,422 235,578 5,946,355 24,776 6,039,741 5,343,232 ' 9,2.91,100 877,000 10,168,100 10,083,900 $ 7,642 $ 15,956,683 $ 28,902 $1,035,450 $17,181,942 $16,255,211 ' $4,846,305 $ 4,846,305 $ 4,184,018 $1,305,933 1,305,933 1,128,215 5,800 5,800 2,500 66,943 66,943 42,009 ' $ 70,935 $ 57,597 240,854 198,489 36,968 (4,829,861 (4,356,962 (4,800,682 $107,903 $(4,772,264 $4,919,048 $1,305,933 $ 2,108,873 $ 754,549 11 5,545 $11,184,419 $4,947,95 $1,305,933 1 03 5,450 19 $17,009,760 4 CITY OF ANDOVER, MINNESOTA COMBINED STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE ALL GOVERNMENTAL FUND TYPES YEAR ENDED DECEMBER 31, 1984 Revenue Taxes Licenses and permits Intergovernmental revenue Special assessments Charges for services Fines and forfeits Interest Other Park dedication fees Total revenue Other sources Bond proceeds Transfers from other funds Total revenue and other sources Expenditures General government Public safety Public works Sanitation Recreation Other unallocated Capital projects Debt service Total expenditures Other uses Transfers to other funds Total expenditures and other uses Increase in fund balance Fund balance (deficit) January 1 Fund balance (deficit) December 31 See accompanying notes to financial statements. ----,- General $ 430,949 102,472 403,869 14,936 6,261 102,247 $1,060,734 40,018 $1,100,752 $ 252,060 323,011 127,715 3,740 145,801 30,476 $ 882,803 74,710 $ 957,513 $ 143,239 292,692 $ 435,931 Special revenue $ 39,543 475 $ 40,018 $ 40,018 $ -0- $ 40,018 40,018 $ -0- -0- $ -0- c c c ~ ~ c c c c c c c ~ ~ ~ c c c c 5 Total Debt Capital Special (memorandum only) service projects assessment 1984 1983 $ 42,033 $ 1,947 $ 474,929 $ . 386,485 102,472 95,397 19,131 $ 236,642 699,185 824,993 1,090,895 1,090,895 1,146,144 14,936 11,672 ' 6,261 6,726 8,749 24,960 448,052 482,236 379 10 . 418 13,538 116,213 128,327 17,750 _ 17,750 11,170 $ 69,923 $ 279,770 $ 1,554,432 $ 3,004,877 $ 2,990,590 503,851 503,851 30,000 8,840 65,870 49,147 163,875 117,049 $ 79,763 $ 849,491 $ 1,603,579 $ 3,672,603 $ 3,137,639 $ 252,060 $ 250,863 323,011 268,928 127,715 137,172 3,740 21,.805 145,801 88,621 30,476 161,990 $ 828,689 $ 537,823 1,366,512 1,534,408 $ 63,862 716,966 780,828 783,090 ' $ 63,862 $ 828,689 $ 1,254,789 $ 3,030,143 $ 3,246,877 41,647 156,375 121,529 $ 63,862 $ 828,689 $ 1,296,436 $ 3,186,518 $ 3,368,406 $ 14,901 $ 20,802 $ 307,143 $ 486,085 $( 230,767) ' 97,421 87,101 (5,079,407 (4,602,193 (4,371,426 - I 112,3 $ 107,903 (4 7 72,26 4) $(4,116,108 $(4,602,193 6 CITY OF ANDOVER, MINNESOTA c c COMBINED STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE BUDGET AND ACTUAL - GENERAL AND SPECIAL REVENUE FUND TYPES YEAR ENDED DECE~BER 31, 1984 Revenue Taxes Licenses and permits Intergovernmental revenue Charges for services Fines and forfeits Other Total revenue Other sources Transfers from other funds Total revenue and other sources Expenditures General government Public safety Public works Sanitation Recreation Other unallocated Total expenditures Other uses Transfers to other funds Total expenditures and other uses Increase in fund balance Fund balance January 1 Fund balance December 31 I I. General Budget $ 388,265 47,560 389,482 10,040 12,000 39,613 $ 886,960 41,500 $ 928,460 $ 257,547 289,575 157,880 13,151 90,160 37,767 $ 846,080 82,380 $ 928,460 $ -0- Actual c c c $ 430,949 102,472 403,869 14,936 6,261 102,247 $1,060,734 ~ ~ 40,018 $1,100,752 c m m c c $ 252,060 323,011 127,715 3,740 145,801 30,476 $ 882,803 74,710 $ 957,513 $ 143,239 c c c c c c c 292,692 $ 435,931 I 7 I I I Total Special revenue (memorandum only) Budget Actual Budget Actual I $ 388,265 $ 430,949 I 47,560 102,472 $ 40,000 $ 39,543 429,482 443,412 10,040 14,936 I 12,000 6,261 475 39,613 102,722 $ 40,000 $ 40,018 $ 926,960 $1,100,752 I 41,500 40,018 $ 40,000 $ 40,018 $ 968,460 $1,140,770 I $ 257,547 $ 252,060 I 289,575 323,011 157,880 127,715 13,151 3,740 90,160 145,801 I $ -0- 37,767 30,476 $ -0- $ 846,080 $ 882,803 I $ 40,000 40,018 122,380 114,728 $ 40,000 $ 40,018 $ 968,460 $ 997,531 I $ -0- $ -0- ~ -0- $ 143,239 -0- 292,692 I $ -0- $ 435,931 I I I I I 8 CITY OF ANDOVER, MINNESOTA STATEMENT OF REVENUE, EXPENSE AND FUND EQUITY ALL PROPRIETARY FUND TYPES - ENTERPRISE FUNDS YEAR ENDED DECEMBER 31, 1984 Operating revenue User charges Connection charges Meters Penalties Other Totals 1984 1983 $122,489 $101,825 39,395 18,493 3,080 1,300 2,486 1,473 10,466 285 $177,916 $123,376 $ 29,645 $ 27,987 8,652 6,274 26,923 16,681 79,065 68,153 $144,285 $119,095 $ 33,631 $ 4,281 $ 570 $ 504 106,968 99,277 $107,538 $ 99,781 $03,907) $(95,500) $ 2,673 $ 2,698 ( 7,500) ( 7,500) 11 ,980 $( 4,827) $ 7,178 $08,734) $(88,322) $(78,734) $(88,322) 106,968 99,277 $ 28,234 $ 10,955 44,509 33,554 ~ 72.743 $ 44,509 Operating'expense (excluding depreciation) Personal services Supplies Other services and charges Disposal charges Operating income before depreciation Less depreciation On assets acquired with own funds On assets acquired from contributions Operating loss Other income (expense) Interest Transfer to special assessment funds Transfer from special assessment funds Net loss Disposition of net loss Net loss Add credit from transfer of depreciation to contributions in aid to construction Income transferred to retained earnings Retained earnings, January 1 Retained earnings, December 31 See accompanying notes to financial statements. 1------;-- ~, ~ t ~ C ~ Ii.I ~,' ~ ~ ~ tc ~ W C C C C C C c c I I I I I I I I i I - - ! I 11 " I I I I I I I I 9 CITY OF ANDOVER, MINNESOTA STATEMENT OF CHANGES IN FINANCIAL POSITION ALL PROPRIETARY FUND TYPES - ENTERPRISE FUNDS YEAR ENDED DECEMBER 31, 1984 Totals 1984 1983 Sources of working capital Operations Net loss Item not requ1r1ng working capital Depreciation $(78,734) $(88,322) 107,538 99,781 $ 28,804 $ 11 ,459 769,256 25,353 $798,060 $ 36,812 $769,835 $ 574 4,155 24,828 578 $774,568 $ 25,402 $ 23,492 $ 11.410 Contribution of property Increase in deferred revenue Uses of working capital Acquisition of property and equipment Increase in other assets Decrease in deferred revenue Increase in working capital Elements of change in working capital Cash and temporary investments Accrued interest receivable Accounts receivable Special assessment receivable Prepaid expenses Due to other funds Inventory Accounts payable Due to other governmental units Accrued expenses $ 4,154 $( 9,152) 1,145 ( 230) 14,801 8,582 ( 250) 525 ( 808) ( 807) 8,074 ( 2,816) 3,267 8,282 ( 5,194) 46 6,320 1,062) 25 ~ 23.492 $ 11,410 Increase in working capital See accompanying notes to financial statements. 10 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31. 1984 Note 1 - Summary of Significant Accounting Policies The City operates under "Optional Plan A" form of City government according to applicable State of Minnesota Statutes and provides the following services: public safety, public works. sanitation, recreation, public improvements, planning and zoning and general administrative services. The financial statements included in the report cover all commissions. boards, authorities. and bodies that are dependent on or controlled by the City's reporting entity were in conformance with NCGA Statement 3. Defining the Governmental Reporting Entity. The accounting policies accounting principles. policies: of the City of Andover conform to generally accepted The following is a summary of the more significant A. Fund Accounting The accounts of the City are organized on the basis of funds and account groups, each of which is considered a separate accounting entity. The operations of each fund are accounted for with a separate set of self balancing accounts that comprise its assets. liabilities. fund equity, revenues and expenditures, or expenses. as appropriate. Government resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. The various funds are grouped. in the financial statements in this report, into six generic fund types and two broad fund categories as follows: GOVERNMENTAL FUNDS General Fund - The General Fund is the primary operating fund of the, City. It is used to account for all financial resources except those required to be accounted for in another fund. Special revenue funds - Special revenue funds are used to account for the proceeds of specific revenue sources that are restricted to expenditures for specified purposes. Debt service funds - Debt service funds are used to account for the accumulation of resources for, and the payment of. general long-term debt principal. interest and related costs. Capital projects funds - Capital projects funds are used to account for financial resources to be used for the acquisition or construction of major capital facilities. Special assessment funds - Special assessment funds are used to account for the financing of public improvements or services deemed to benefit the properties against which special assessments are levied. - --I I c c D w m c c c c ~ m c c c c c ~ ~ m I I I I I I ~I I - ~ I ! 1 I I I I I I I I I I I 11 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DEC~mER 31. 1984 Note 1 - Summary of Significant Accounting Policies (Continued) A. Fund Accounting (Continued) PROPRIETARY FUNDS Enterprise funds - Enterpr.ise funds are used to account for operations that are (1) financed and operated in a manner similar to private business enterprises--where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges; or (2) where the governing body has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. B. Measurement Focus The accounting and reporting treatment applied to the fixed assets and long-term liabilities associated with a fund are determined by its measurement focus. All governmental funds are accounted for on a spending or "financial flow" measurement focus. This means that only current assets and current liabilities are generally included on their balance sheets. Their reported fund balance is considered a measure of "available spendable resources." Governmental fund operating statements present increases and decreases in net current assets. Accordingly, they are said to present a summary of sources and uses of "available spendable resources" during a period. Fixed assets used in governmental fund types operations (general fixed assets) are accounted for in the General Fixed Assets Account Group, rather than in governmental funds. Public domain general fixed assets consisting of certain improvements other than buildings, including roads, bridges, curbs and gutters, streets and sidewalks, drainage systems and lighting systems, are not capitalized along with other general fixed assets. No depreciation has been provided on general fixed assets. Long-term liabilities expected to be financed from governmental funds are accounted for in the General Long-term Debt Account Group, not in the governmental funds. The single exception to this general rule is for special assessment bonds, which are accounted for in special assessment funds. The account groups are not "funds." measurement of financial position. of results of operations. They are concerned only with the They are not involved with measurement All proprietary funds are accounted for on a cost of services or "capital maintenance" measurement focus. This means that all assets and all liabilities associated with their activity are included on their balance 12 CITY OF ANDOVER, MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1984 Note 1 - Summary of Significant Accounting Policies (Continued) B. Measurement Focus (Continued) sheets. Their reported fund equity is segregated into contributed capital and retained earnings components. Proprietary fund type operating statements present increases (revenue) and decreases (expenses) in net total assets. C. Basis of Accounting Basis of accounting refers to when revenue and expenditures/expenses are recognized in the accounts and reported in the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. Governmental funds are accounted for using the modified accrual basis of accounting. Their revenues are recognized when they become measureable and available. Substantially all sources of revenue are accrued except interest on special assessments receivable, which is recognized when due. Expenditures are generally recognized under the modified accrual basis of accounting when the related fund liability is incurred, except principal and interest on general long-term debt which is recognized when due. All proprietary funds are accounted for using the accrual basis of accounting. Revenues are recognized when they are earned, and expenses are recognized when they are incurred. D. Budgets and Budgetary Accounting The City follows these procedures in establishing the budgetary data reflected 1n the financial statements: Prior to January 1, the budget is adopted by the City Council. Formal budgetary integration is employed as a management control device during the year for the General and Special Revenue funds. Formal budgetary integration is not employed for other funds. Budgets for the General and Special Revenue funds, are adopted on a basis consistent with generally accepted accounting principles. Budgeted amounts are as originally adopted, or as amended. Budget appropriations lapse at year end. - - -. ------r-- c c ,~ m m c c c c ~ w c c c C I C ii I ~! ~ c I I I I I I I - I ~ I - - J I i I j I I I I I I I I 13 CITY OF ANDOVER,MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31, 1984 Note 1 - Summary of Significant Accountin~ Policies (Continued) E. Assets and Liabilities Cash and temporary investments - Cash available, in excess of immediate needs, is invested temporarily in s,avings accounts, savings certificates and short-term government obligations. Temporary investments are stated at cost. which approximates market. Property Taxes - Property taxes are set by the City Council with the levy certified to the County, which acts as collection agent, in October prior to the year collectible. Such taxes constitute a lien on the property on January 1 of the year collectible. Allowances have been provided for all taxes receivable which were not paid by December 31 and remitted to the City within 60 days of year end except when remittances were legally held by the County beyond this date and were measurable. Assessments receivable - Special assessments are levied against the benefited properties for the assessable costs of special assessment improvement projects in accordance with State Statutes. The City usually adopts the assessment rolls when the individual projects are complete or substantially complete. The assessments are collectible over a term of years generally consistent with the term of years of the related bond issue. collection of annual installments (including interest) is handled by the County in the same manner as property taxes. Property owners are allowed to prepay total future installments without interest or prepayment penalties. Special assessments receivable include the following components: Delinquent - amounts billed to property owners but not paid. Deferred - assessment installments which will be billed to property owners in future years. Other - assessments for which payment has been delayed based on State Statutes or Council action. Inventories held by the proprietary funds are stated at cost, which is lower than market on a first-in, first-out basis. The only other items of inventory would be a small quantity of supplies which were expensed when purchased. 14 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31, 1984 Note 1 - Summary of Significant Accounting Policies (Continued) E. Assets and Liabilities (Continued) Fixed assets/property and equipment - Fixed assets are valued at historical cost or estimated historical cost if actual historical cost is not available. Donated fixed assets are valued at their estimated fair value on the date donated. Depreciation of exhaustible fixed assets used by proprietary funds is charged as expense against their operations. Accumulated depreciation is reported on proprietary fund balance sheets. Depreciation has been provided over the estimated useful lives using the straight-line method. The estimated useful lives are as follows: Collection and distribution systems }lachinery Furniture and equipment 50 years 20 years 3-15 years Accrued liabilities include unpaid vacation pay for Expense is recognized when the liability is accrued types. The liability for the governmental funds is Long-term Debt Account Group. all City employees. in the proprietary fund recorded in the General F. Revenue, Expenditures and Expenses Property tax revenue is recorded when it becomes measureable and available to finance expenditures of the current fiscal year. All delinquent taxes receivable are completely offset by an allowance for uncollectible property taxes. The principal and interest on special assessments is recognized as revenue in the year collected. Both the principal and interest on special assessments are payable in installments over a term of years that matches the scheduled payments for the bond issue which financed the project. All delinquent assessments receivable are completely offset by an allowance for uncollected assessments. Interest on investments is recorded as revenue in the period earned. State aids are recorded as revenue when allocations are made by a statutory formula. Entitlements for General Revenue Sharing are recorded as revenue for the period of the allocation. -~. c ~ ~ c ~ c c c c c m m c c c c CI ~ ~I m c I I I I I I I I I I I I I I - I - 1 I ~ J I ~ I 1 ~ 1 I j ~ 15 CITY OF ANDOVER. MINN~SOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1984 Note 1 - Summary of Significant Accounting Policies (Continued) F. Revenues, Expenditures and Expenses Certain grants received by the City require that eligible expenditures be made in order to earn the grant. Revenue for these grants is recorded in the period in which eligible expenditures are made. Utility service charges are recognized when earned. Unbil1ed utility service charges are included in receivables at year end. Interest on bonded indebtedness is recorded as an expenditure when paid in the governmental fund types and is recorded as an expense when as in the proprietary fund types. G. Total Columns on 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 do not present financial position, results of operations, or changes in financial position in conformity with generally accepted accounting principles. Interfund eliminations have not been made in the aggregation of this data. H. Comparative Data Comparative data for the prior year has been presented to provide an understanding of changes in the City's financial position and operation. Certain 1983 amounts have been restated to conform to the 1984 presentation. Note 2 - Expenditures in Excess of Appropriations Expenditures and other uses of the General Fund exceeded the budget by $29,053. Revenues and other sources were in excess of the budget estimate by $172,292. Expenditures and other uses of the Special Revenue Fund-Revenue Sharing Fund exceeded the budget by $18. Revenues were in excess of the budget estimate by $18. 16 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1984 Note 3 - Fund Deficits Special Assessment Funds The December 31, 1984 fund balance (deficit) of the various special assessment funds were as follows: Reserved for Reserved for Unreserved Fund construction debt service undesignated Total 75-1 $( 447,206 ) $( 447,206 ) 75-2 $11,028 11,028 76-1 ( 164,605) ( 164,605) 77-1 ( 131,628) ( 131,628) 78-1 ( 118,630) ( 118,630) 79-1 ( 129,384) ( 129,384) 79-2/80-1 ( 260,573) ( 260,573) 80-1 ( 14,706) ( 14,706) 80-3, 4/82-7 (2,096,582) (2,096,582) 81-1 ( 65,666) ( 65,666) 81-2 ( 81,921) ( 81,921) 83-2, 2A, 3 ( 831,243) ( 831,243) 83-5, 6, 8 $11,344 ( 145,918) ( 134,574) 84-5, 6, 7 & 12 35,225 ( 383,446) ( 348,221) Water trunk 41.647 41.647 $46.569 $ 11,028 $(4.829.861) $(4.772.264) The deficits arise primarily due to the accounting treatment of assessments receivable. Generally accepted accounting principles require that the assessment receivable not be reflected as revenue until collected. Note 4 - Due from Other Governmental Units The amounts due from other governmental units at December 31, 1984 is composed of the following: General Fund Anoka County Capital projects Park Fund - park grant $22,797 6,900 $29.697 --I' c c c c c c w c c c c c c c ~ ~ ~ m c I I I I I I I I I I I I I I I I I - - - I . I 17 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1984 Note 5 - Proprietary Fund Types Property and Equipment A summary of proprietary fund types property and equipment at December 31, 1984 fo11o~vs: Furniture and equipment Nachinery Collection and distribution systems Less accumulated depreciation Note 6 - Changes in General Fixed Assets Water ~ Total $ 2,629 $ 3,366 $ 5,995 190,832 190,832 686.882 4.569 .152 5.256.034 $880,343 $4,572,518 $5,452,861 (60.207) ( 542.154) ( 602,361) $820,136 $4,030,364 $4,850.500 A summary of changes in general fixed assets during the year follows: Balance January 1 Land and improvements Buildings and improvements Furniture and equipment Machinery and automotive equipment $ 98,103 564,146 78,208 387,758 $1,128,215 Note 7 - Long-term Debt Additions Disposals Balance December 31 $ 42,844 325 1,295 $ 140,947 564,471 79,503 137,670 $182,134 $(4,416) ~(4,416) 521,012 $1,305,933 The following is a summary of bond transactions of the City for the year ended December 31, 1984: General Special obligation asses sment Total Bond payable January 1 $ 468,000 $9,615,900 $10,083,900 New bonds issued 510,000 510,000 Bonds retired (101 ,000) ( 324,800) ( 425,800) Bond payable December 31 $ 877.000 $9.291.100 $10,168 ,100 18 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STAT~ffiNTS (CONTINUED) DECEMBER 31. 1984 Note 7 - Long-term Debt (Continued) Bonds payable at December 31, 1984 are comprised of the following individual issues: General obligation bonds: $430,000 Bonds of 1978 due in varying annual installments through February 1, 1989; interest at 5.55% to 5.70i~ $245,000 $40,000 1980 certificate of Indebtedness due in annual installments of $8,000 through April 1, 1985; interest at 7.00% 8,000 $150,000 Certificates of Indebtedness due in annual installments of $30,000 through December 31, 1987; interest at 8.00% 90,000 $30,000 Certificates of Indebtedness due in annual installments of $6,000 through October 1, 1988; interest at 7.50% 24.000 $510.000 Certificates of Indebtedness due in annual installments of $50,000 through September 1, 1994; interest at 6.75% to 9.00% 510.000 $ 877.000 Special assessment bonds $46,000 Improvement Bonds of 1975 due in annual installments of $4.600 through September 1. 1986; interest at 6.50% $ 9.200 $1,635.000 General Obligation Improvement Bonds of 1976 due in varying annual installments through February 1, 1997; Interest at 6.50% to 6.80% 1.260.000 $56.000 Improvement Bonds of 1976 due in annual installments of $2.800 through November 1, 1996; interest at 5.50% to 6.75% 33,600 $1,215,000 General Obligation Improvement Bonds of 1977 due in varying annual installments through January 1, 2006, interest at 5.00% 1.060.000 $780.000 General Obligation Improvement Bonds of 1977 due in varying annual installments through February 1, 1998; interest at 5.25% to 5.50% 635.000 $270.000 General Obligation Improvement Bonds of 1978 due in varying annual installments through February 1, 1999; interest at 5.50% to 6.00 % 225,000 $270,000 General Obligation Improvement Bonds of 1979 due in varying annual installments through February 1, 1995; interest at 6.50% 225.000 c c c ~ ~ m m c c c c c c c c c c ~ m I I I I I I I I I -I I I I I I I I I I 19 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTI~~ED) DECE}ffiER 31. 1984 Note 7 - Long-term Debt (Continued) Special assessment bonds (continued): $430,000 General Obligation Improvement Bonds of 1989 due in varying annual installments through February I, 1991; interest at 6.20% to 6.90% $ 345,000 $98,000 General Obligation Bonds of 1980 due in annual installment of $4,900 through February I, 2001; interest at 7.00% $4,365,000 General Obligation Improvement Bonds of 1980 due in varying annual installments through February I, 2002; interest at 8.50% to 9.10% $150,000 General Obligation Improvement Bonds of 1981 due in annual installments of $15,000 per year through August 1, 1991, interest at 9.75% to 10.00% 83,300 4,155,000 105,000 $175,000 General Obligation Improvement Bonds of 1983 due October I, 1986; interest at 7.00% 1.015.000 $9.291.100 The annual requirements to amortize all debt outstanding as of December 31, 1984, including interest payments of $6,186,253 are as follows: Special General assessment obligation Total 1985 $1,027,878 $ 201,055 $ 1,228,933 1986 2,046,604 183,985 2,230,589 1987 952,547 179,928 1,132,475 1988 957,349 145,501 1,102,850 1989 949,923 127,375 1,077,298 1990-1994 4,445,084 329,350 4,774;434 1995-1999 3,361,077 3,361,077 2000-2005 1.446 .697 1,446 .697 $15,187.159 $1,167 .194 $16 .354.353 $112,322 is available in the debt service funds to service the general Obligation bonds. There are a number of limitations and restrictions contained in the various bond indentures. The City is in compliance with all significant limitations and restrictions. 20 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS ~CONTINUED) DECEMBER 31. 1984 Note 8 - Long-term Payab1es Included in the General Long-term Debt Account Group are the following long-term payab1es: 1. Payable of $23,562 to the Metropolitan Waste Control Commission, with interest at 5.369% per annum. Principal Interest Total 1985 $ 3,035 $1,265 $ 4,300 1986 3,035 1,265 4,300 1987 3,370 1,102 4,300 1988 3,550 750 4,300 1989-1991 10.409 1.063 11.472 $23,562 $5,110 $28,672 2. Installment contract of $5,366 for equipment purchase with interest at 18.57% per annum. Principal Interest Total 1985 $ 2,313 $ 807 $ 3,120 1986 2,797 323 3,120 1987 256 4 260 $ 5,366 $1.134 $ 6,500 3. Special assessments on City property of $95,l60 is payable in varying amounts at annual interest rates of 6.25% to 10.7% through 2001. 4. Contract for land acquisition of $22,000 payable in one installment of $22,000 in 1985 with interest at 9.00% per annum. Note 9 - Interfund Receivables/Payables Receivable Payable Special assessment - 1980-3 Bonds Fund $180,000 Special assessment - 1983-5 Bonds Fund $ 99,000 Special assessment - 1983-6 Bonds Fund 45,000 Special asses sment - 1983-8 Bonds Fund 36,000 $180,000 $180,000 ---,----; c c c ~ w w m c c c c ~ w.i ~ m c c c c c I I I I I I I I I I I I -I ~I J I 1 I I j I I I 21 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTI~~ED) DECEMBER 31. 1984 Note 10 - Retirement Plan 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 certain temporary or seasonal employees. The City's contribution for pension costs, under the State-wide plan was $10.370 for the year ended December 31. 1984. 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. The City also participates in the Federal Social Security (FICA) pension plan and contributed $15.825 for the year ended December 31, 1984. Note 1l - Segment Information for Enterprise Funds Segment information for the City's two enterprise funds for the year ended December 31. 1984 is as follows: Water Sewer Total Operating revenue $ 47.189 $ 130,727 $ 177,916 Depreciation 19.867 87.671 107,538 Operating loss ( 9.769) ( 64.138) ( 73,907) Net loss (16,130) ( 62,604) ( 78,734) Property, plant and equipment Additions 366.349 403,486 769,835 Net working capital 13 ,309 51,032 64,341 Contributions of plant and equipment 365,770 403,486 769,256 Total assets 836,357 4,111,593 4.947,950 Equity Contributed 818,182 4.028,123 4,846.305 Retained earnings Reserved 5,800 5,800 Unreserved 9,463 57.480 66,943 22 CITY OF ANDOVER, MINNESOTA ,NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1984 Note 12 - Deficiency in Pledged Collateral Minnesota Statutes require depositories for City funds to pledge collateral to secure balances in excess of F.D.I.C. insurance coverage. The amount of deposits at a depository cannot exceed the F.D.I.C. insurance plus ninety percent of the market value of securities pledged as collateral by the depository. At December 31, 1984 the collateral pledged by First National Bank of Anoka was below the statutory requirement. Note 13 - Contingent Liabilities The City participates in federally assisted grant programs, principal of which is the General Revenue Sharing Grant. These programs are subject to program compliance audits by the grantors or their representatives. The Audits of these programs for or including the year ended December 31, 1984 have not been conducted. Accordingly, the City's compliance with applicable grant requirements will be established at some future date. The amount, if any, of expenditures which may be disallowed by the granting agencies cannot be determined at this time although the City expects such amounts, if any, to be immaterial. --I ~ c c c ~ W w c c c c c c ~ ~ ~ C C C I I I I I I I I I I I I I I I I I I - I - CITY OF ANDOVER, MINNESOTA GENERAL FUND COMPARATIVE BALANCE SHEET DECEMBER 31, 1984 AND 1983 ASSETS Petty cash Cash and temporary investments Accrued interest receivable Taxes receivable Unremitted Delinquent Allowance for uncollectible taxes Accounts receivable Special assessments receivable - Deferred Due from other funds Due from other governmental units Total assets LIABILITIES AND FUND BALANCE Liabilities Accounts payable Due to other governmental units Contracts payable Deposits Deferred revenue Total liabilities Fund balance Unreserved -Undesignated Total liabilities and fund balance 23 1984 1983 $ 300 $ 300 538,094 420,364 17,583 2,520 5,908 2,719 30,914 28,158 (30,914) ,(28,158) 514 4,514 1,232 22,797 890 $589,196 $428,539 $ 17,390 $ 9,436 2,052 2,073 2,144 65,192 53,349 68,610 68,866 $153,265 $135,847 $435,931 $292,692 $589,196 $428.539 24 CITY OF ANDOVER, MINNESOTA GENERAL FUND STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE - BUDGET AND ACTUAL YEAR ENDED DECEMBER 31, 1984 (with comparative actual amounts for year ended December 31, 1983) 1984 1983 Budget Actual Actual Revenue Taxes $ 388,265 $ 430,949 $ 345,053 Licenses and permits 47,560 102,472, 95,397 Intergovernmental 389,482 403,869 456,578 Charges for services 10,040 14,936 11,672 Fines and forfeits 12,000 6,261 6,726 Other 39,613 102,247 121,817 Total revenue $ 886,960 $1,060,734 $1,037,243 Other sources Transfers 41,500 40,018 39,109 Total revenue and other sources $ 928,460 $1,100,752 $1,076,352 Expenditures General government $ 257,547 $ 252,060 $ 250,863 Public safety 289,575 ' 323,011 268,928 Public works 157,880 127,715 137,172 Sanitation 13,151 3,740 21,805 Park and recreation 90,160 145,801 88,621 Other unallocated 37,767 30,476 161,979 Total expenditures $ 846,080 $ 882,803 $ 929,368 Other uses Transfers to other funds 82,380 74,710 70,440 Total expenditures and other uses $ 928,460 $ 957,513 $ 999,808 Increase in fund balance $ -0- $ 143,239 $ 76,544 Fund balance January 1 292,692 216 , 148 Fund balance December 31 $ 435,931 $ 292,692 c c c c ~ w w c c c c c c c c ~ ~ C ~ I I I I I I CITY OF ANDOVER, MINNESOTA 25 GENERAL FUND SCHEDULE OF REVENUE - BUDGET AND ACTUAL YEAR ENDED DECEMBER 31, 1984 (with comparative actual amounts for year ended December 31, 1983) Taxes General property taxes Penalties and interest I I I I I I I I I I I I I Licenses and permits Business Non-business Intergovernmental Local governmental aid State credits CDBG State highway aid Insurance premium tax Charges for services General government Public safety Utility funds Fines and forfeits Other Assessments Interest on investments Reimbursement from improvement projects Administrative charges Other Miscellaneous Insurance claim settlement Refunds and reimbursements Revenue collected for other agencies Escrow Total revenue Other sources - Transfers from other funds Revenue Sharing Fund Total revenue and other sources Budget $ 381,265 7,000 $ 388,265 $ 6,680 40,880 $ 47,560 $ 133,529 224,953 19,000 12,000 $ 389,482 $ 6,040 1,000 3,000 $ 10,040 $ 12 , 000 $ 10,000 6,538 10,000 2,250 5,000 200 5,625 $ 39,613 $ 886,960 41,500 $ 928,460 1984 Actual $ 419,011 11 ,938 $ 430,949 $ 11,430 91,042 $ 102,472 $ 183,757 180,827 5,970 19,950 13,365 $ 403,869 $ 11,286 925 2,725 $ 14,936 $ 6,261 $ 35,590 6,538 8,485 1,189 12,579' 37,146 720 $ 102,247 $1,060,734 40,018 $1 , 100, 752 1983 Actual $ 331,490 13 , 563 $, 345,053 $ 14,537 80,860 $ 95,397 $ 125,669 176,733 122,128 19,200 12,848 $ 456,578 $ 8,997 900 1,775 $ 11,672 $ 6,726 $ 26,410 4,508 1,334 2,022 32,352 13,789 25,455 15,947 $ 121,817 $1,037,243 39,109 $1,076,352 25 CITY OF ANDOVER, MINNESOTA �1 GENERAL FUND SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL YEAR ENDED DECEMBER 31, 1984 (with comparative actual amounts for year ended December 31, 1983) 1984 1983 Budget Actual Actual General government Council Personal services $ 11,436 $ 11,110 $ 10,980 Other services and charges 7,210 5,294 5,078 i $ 18,646 $ 16,404 $ 16,058 i Mayor Personal services $ 2,889 $ 3,069 $ 2,881 Other services and charges 120 129 126 $ 3,009 $ 3,198 $ 3,007 Elections Personal services $ 6,000 $ 6,342 Supplies 1,200 376 Other services and charges 47 Capital outlay 400 898 $ 7,600 $ 7,663 Administrative Personal services $ 36,861 $ 35,222 $ 32,683 Supplies 640 997 990 Other services and charges 1,340 2,121 1,351 Capital outlay 400 1,271 2,119 $ 39,241 $ 39,611 $ 37,143 Financial administration Personal services $ 6,890 $ 6,516 $ 6,508 Supplies 18 Other services and charges 400 234 380 FRI $ 7,290 $ 6,949 $ 6,906 Accounting Personal services $ 19,136 $ 19,788 $ 18,097 Supplies 350 634 981 Other services and charges 275 237 310 Capital outlay 300 169 245 $ 20,061 $ 20,828 $ 19,633 Assessing Other services and charges $ 19,205 $ 17,279 $ 16,142 I ; i 27 i CITY OF ANDOVER, MINNESOTA GENERAL FUND i SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED YEAR ENDED DECEMBER 31, 1984 (with comparative actual amounts for year ended December 31, 1983) 1984 1983 i Budget Actual Actual General government (continued) i Consulting staff Auditing $ 7,200 $ 7,200 $ 7,450 Legal 19,850 19,177 19,844 $ 27,050 $ 26,377 $ 27,294 Planning and zoning Personal services $ 13,919 $ 10,155 $ 10,500 ' Supplies 1,850 1,484 1,280 Other services and charges 2,150 1,284 6,985 Capital outlay 300 1,248 1,248 Other 300 345 358 $ 18,519 $ 14,516 $ 20,371 Buildings ' Administration building Personal services $ 2,730 $ 3,134 $ 2,382 Supplies 5,545 3,584 6,107 Other services and charges 8,770 9,233 9,882 Capital outlay 1,200 1,443 727 $ 18,245 $ 17,394 $ 19,098 i Fire Department building Supplies $ 4,550 $ 3,499 $ 2,933 Other services and charges 5,600 5,124 3,935 Capital outlay 3,500 2,464 5,597 $ 13,650 $ 11,087 $ 12,465 i Public Works building Personal services $ 2,576 $ 4,362 $ 6,039 Supplies 4,860 2,933 3,338 i Other services and charges 5,200 4,757 4,174 Capital outlay 3,500 2,479 3,186 $ 16,136 $ 14,531 $ 16,737 i Senior citizen center Personal services $ 500 $ 158 Supplies 1,850 $ 2,923 Other services and charges 3,000 1,943 902 Capital outlay 700 2,499 2,515 $ 6,050 $ 7,365 $ 3,575 i Total buildings $ 54,081 $ 50,377 $ 51,875 28 CITY OF ANDOVER, MINNESOTA GENERAL FUND SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) YEAR ENDED DECEMBER 31, 1984 (with comparative actual amounts for year ended December 31, 1983) Budget General government (continued) Engineering - Staff Personal services Supp lies Other services and charges Capita lout lay $ 33,635 3,230 1,680 900 $ 39,445 Engineering - Consultant Other services and charges $ 3,400 Total general government $257,547 Public safety Police protection Other services and charges Capital outlay $134,713 100 $134,813 Fire protection Personal services Supplies Other services and charges Relief Association Capita lout lay $ 32,867 7,000 15,250 17,000 20,650 $ 92,767 Protective inspection Personal services Supp lies Other services and charges Capital outlay SAC and surcharges Other $ 30,735 2,300 990 8,300 300 $ 42,625 Rescue service Personal services Supplies Other services and charges Capital outlay $ 6,170 1,900 3,650 1,100 $ 12,820 -r 1984 Actual $ 41,391 2,410 852 805 $ 45,458 $ 3,400 $252,060 $127,048 2,458 $129,506 $ 49,661 8,014 16,055 21,584 $ 95,314 $ 32,504 3,460 1,328 9,650 35,149 $ 82,091 $ 4,141 1,442 1,968 1,168 $ 8,719 1983 Actual c ~ C ~ ~ $ 39,678 1,789 1,072 8,486 $ 51,025 c rr, ~ $ 1,409 ~ W W W C C C C C C C C $250,863 $119,828 403 $120,231 $ 20,366 10,941 15,273 16,598 10,404 $ 73,582 $ 28,773 2,866 1,204 934 24,814 182 $ 58,773 $ 5,725 1,640 1,922 $ 9,287 I I I I I I I I I I I I I I I I I I I 29 CITY OF ANDOVER, MINNESOTA GENERAL FUND SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) YEAR ENDED DECEMBER 31, 1984 (with comparative actual amounts for year ended December 31, 1983) 1984 Budget Actuai 1983 Actual Public safety (continued) Animal control Personal services Supplies Other services and charges $ 43 $ 50 $ 285 249 6,500 7,096 6,763 $ 6,550 $ 7,381 $ 7,055 $289,575 $323,011 $268,928 Total public safety Public works Streets and highways Personal services Supplies Other services and charges Capital outlay $ 31,745 $ 27,368 $ 27,994 15,250 15,701 18,299 10,720 9,136 7,963 38,500 3,602 21,842 $ 96,215 $ 55,807 $ 76,098 $ 27,921 20,131 $ 22 , 103 14,050 29,594 18,213 6,600 5,447 8,998 500 88 239 $ 49,071 $ 55,260 $ 49,553 $ 5,894 $ 4,948 $ 4,077 1,550 4,662 1,543 100 59 50 4,500 6,208 5,459 $ 12,044 $ 15,877 $ 11,129 $ 550 $ 771 $ 392 $157,880 $127,715 $137,172 Snow and ice removal Personal services Supplies Other services and charges Capital outlay Street signs Personal services Supplies Other services and charges Capital outlay Street lighting Other services and charges Total public works Sanitation Storm sewers' Personal services Supplies Other services and charges $ 4,878 2,600 3,000 $ 10,478 $ 1,810 1,133 127 $ 3,070 $ 1,626 1,551 1,308 $ 4,485 -=, 30 c CITY OF ANDOVER, MINNESOTA c ~ GENERAL FUND SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) YEAR ENDED DECEMBER 31, 1984 (with comparative actual amounts for year ended December 31, 1983) 1984 Budget Actual ~ ~ 1983 Actual Sanitation (continued) Diseased trees Personal services Supplies Other services and charges Capital outlay c $ 1,411 $ 513 $ 12,524 660 102 1,684 352 55 3,112 250 $ 2,673 $ 670 $ 17,320 $ 13,151 $ 3,740 $ 21,805 $ 23,136 $ 31,254 $ 18,593 9,800 13,956 8,562 6,860 8,248 5,831 25,343 25,343 23,732 12,621 11,360 11 ,359 12,400 55,640 20,544 $ 90,160 $145,801 $ 88,621 $149,586 $ 4,300 $ 4,229 4,300 6,900 8,394 4,759 3,000 9,802 1,169 8,000 8,051 2,165 15,567 $ 37,767 $ 30,476 $161,979 $846,080 $882,803 $929,368 ~ Total sanitation c Parks and recreation Personal services Supp lies Other services and charges Community education programs Assessments Capita lout lay c c c Other unallocated Senior Citizen Center Metropolitan Waste Control Commission Workers compensation and unemployment Improvement projects Misc e llaneous Contingency c c c Total expenditures Other uses Transfers to other funds 1979 Certificate of Indebtedness Fund 1980 Certificate of Indebtedness Fund 1982 Certificate of Indebtedness Fund 1979 Equipment Fund 1982 Equipment Fund 1983 Equipment Fund c $ 19,040 $ 8,840 9,400 42,000 18,020 39,600 8,250 $ 82,380 $ 74,710 $ 70,440 $928,460 $957,513 $999,808 c c Total expenditures and other uses c ~ I I I I I I I I I I I I I I I I I I I 31 CITY OF ANDOVER, MINNESOTA SPECIAL REVENUE FUND - REVENUE SHARING FUND COMPARATIVE BALANCE SHEET DECEMBER 31, 1984 AND 1983 1984 1983 ASSET Cash and temporary investments $ -0- $ -0- FUND BALANCE Fund balance Unreserved - Undesignated $ $ -0- -0- STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE - BUDGET AND ACTUAL YEAR ENDED DECEMBER 31, 1984 (with comparative actual amounts for year ended December 31, 1983) 1984 1983 !ludge t Actual Actual Revenue Federal grant $ 41,000 $ 39,543 $ 38,511 Interest on investments 500 475 563 Total revenue $ 41,500 $ 40,018 $ 39,074 Expenditures Other charges and services ~ 11 Other uses Transfer to General Fund $ 41,500 $ 40,018 39,109 Total expenditures and other uses $ 41,500 $ 40,018 $ 39,120 Increase (dec rea se) in fund balance $ -0- $ -0- $( 46) Fund balance January 1 -0- 46 Fund balance December 31 $ -0- $ -0- , 32 ASSETS CITY OF ANDOVER, MINNESOTA DEBT SERVICE FUNDS COMBINING BALANCE SHEET DECEMBER 31, 1984 (with comparative totals for December 31, 1983) Cash and temporary investments Accured interest receivable Taxes receivable Unremitted De linquent Allowance for delinquent taxes Total assets FUND BALANCE Fund balance -Reserved for debt service ---=--1- ,- 1978 G.O. Bonds $106,546 4,557 622 3,275 ( 3,275) $111,725 $111,725 1980 Certificate of Indebtedness $ 441 156 $ 597 $ 597 c c c ~ Totals 1984 1983 w $106,987 4,713 622 3,275 ( 3,275) $112,322 $112,322 w $ 96,300 799 w 322 3,693 ( 3,693) m $ 97,421 c c $ 97,421 c c c c c c c c ~ I I I CITY OF ANDOVER, MINNESOTA DEBT SERVICE FUNDS COMBINING STATEMENT OF REVENUE; EXPENDITURES AND FUND BALANCE YEAR ENDED DECEMBER 31, 1984 (with comparative totals for year ended December 31, 1983) I I I I I I I I I I I I I I I I 33 34 CITY OF ANDOVER, MINNESOTA CAPITAL PROJECTS FUNDS COMBINING BALANCE SHEET DECEMBER 31, 1984 (with comparative totals for December 31, 1983) ASSETS Cash and temporary investments Accrued interest receivable Due from other governmental units Total assets LIABILITIES AND FUND BALANCE Liabilities Cash deficit Accounts payable Contracts payable Total liabilities Fund balance Reserved for equipment Reserved for construction Unreserved - Undesignated Total fund balance Total liabilities and fund balance I D ~ c c 1979 Equipment ~ $ 7,527 288 ~ .. c $ 7,815 ~ ~ ~ ~ $ 7,815 $ 7,815 c $ 7,815 ~ ~ c ~ c ~ w ' 35 1982 1983 State Totals Equipment Equipment Park Aid 1984 1983 ' $ 5,899 $ 3,737 $ 7,103 $ 67,730 $ 91,996 $ 78,841 89 155 134 15,983 16,649 615 6,900 6,900 116,972 ., $ 5,988 $ 3,892 $ 14,137 $ 83,713 $115,545 $196,428 $ 91,54E $ 5,267 $ 5,267 1,860 2,375 2,375 15,919 $ 7,642 $ 7,642 $109,327 t $ 29,500 $ 5,988 745 ' $ 3,892 $ 14,137 $ 76,071 $107,903 56,856 $ 5,988 $ 3,892 $ 14,137 $ 76,071 $107,903 $ 87,101 $ 5,988 $ 3,892 $ 14,137 $ 83,713 $115,545 $196,428 36 CITY OF ANDOVER, MINNESOTA CAPITAL PROJECTS FUNDS COMBINING STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE YEAR ENDED DECEMBER 31, 1984 (with comparative totals for year ended December 31, 1983) Revenue State aid and grants Park dedication fees Interest on investments Other Total revenue Other sources Bond proceeds Transfers from General Fund Total revenue and other sources Expenditures Capital outlay Net increase (decrease) in fund balance Fund balance January 1 Fund balance December 31 I I I I 1982 1983 State I Equipment Equipment Park Aid I $236,642 $ 2,500 $ 15,250 $ 215 775 1,071 22,157 I 418 $ 215 $ 3,275 $ 16,739 $258,799 I $503,851 39,600 8,250 I $ 39,815 $ 11,525 $ 16,739 $762,650 I $ 39,600 $ 38,115 $ 42,843 $687,324 $ 215 $(26,590) $(26,104) $ 75,326 I 5,773 30,482 40,241 745 $ 5,988 $ 3,892 $ 14,137 $ 76,071 I - I ~ I - I - - I - I - I I 37 Totals 1984 1983 $236,642 $ 308,088 17,750 11 , 170 24,960 18,515 418 182 $279,770 $ 337,955 $503,851 65,870 30,000 $849,491 $367,955 $828,689 $ 547,446' $ 20,802 $(179,491) 87,101 266,592 $107,903 $ 87,101 38 CITY OF ANDOVER, MINNESOTA SPECIAL ASSESSMENT FUNDS COMBINING BALANCE SHEET DECEMBER 31, 1984 (with comparative totals for December 31, 1983) 382 348 458 4,385 3,038 22,765 436,970 5,808 573,885 ( 4,385) ( 3,038) ( 22,765) $1,049,764 $ 26,036 $1,702,880 75-1 ASSETS Cash and temporary investments Accrued interest receivable Taxes receivable Unremitted De linquent Special assessments receivable Unremitted Delinquent Deferred Allowance for uncollected receivables Due from other funds $ 588,049 24,363 Total assets LIABILITIES AND FUND BALANCE Liabilities Accounts payable Contracts payable Due to other funds Deposits payable Deferred revenue Bonds payable Total liabilities $ 436,970 1,060,000 $1,496,970 Fund balance (deficit) Reserved for construction Reserved for debt service Unreserved - Undesignated Total fund balance $( 447,206) $( 447,206) Total liabilities and fund balance .ll....949,764 r--c-- Improvement Projects 75-2 76-1 $ 19,191 689 $1,087,503 41,034 $ $ 5,808 9,200 15,008 $ 573,885 1,293,600 $1,867,485 $ 11,028 $( 164,605) $( 164,605) $ 11 ,028 $ 26,036 11. 702,880 . ll. Ii.I ~ li.j ~ m ~ C c c c c c c c c ~ IiII ~ m w m ' 39 Improvement Projects ' 77 -1 78 -1 79 -1 79- 2/80 -1 80 -2 ' $ 484,708 $ 102,382 $ 92,107 $ 81,415 $ 65,985 18,272 3,712 3,290 2,445 2,467 392 276 219 567 142 10,011 634 5,990 7,754 2,291 287,088 143,913 147,645 269,072 33,634 ( 10,011) ( 634) ( 5,990) ( 7,754) ( 2,291) 790,460 $ 250,283 $ 243,261 $ 353,499 102,228 $ 287,088 $ 143,913 $ 147,645 $ 269,072 $ 33,634 ' 635,000 225,000 225,000 345,000 83,300 $ 922,088 $ 368,913 $ 372,645 $ 614,072 $ 116,934 $( 131,628 $( 118,630 $( 129,384 $( 260,57 $( 14,706 $( 131,628 $( 118,630 $( 129,3 $( 260,573 $( 14,706 ' $ 790,460 $ 250,283 $ 243,261 $ 353,499 $ 102,228 40 CITY OF ANDOVER, MINNESOTA SPECIAL ASSESSMENT FUNDS COMBINING BALANCE SHEET (CONTINUED) DECEMBER 31, 1984 (with comparative totals for December 31, 1983) ~ ~ m ~ ~ 130-3,4/82-7 Improvement Projects 81-2 c ASSETS Cash and temporary investments Accrued interest receivable Taxes receivable Unremitted De linquent Special assessments receivable Unremitted De linquent Deferred Allowance for uncollected receivables Due from other funds $ 1,842,901 $ 66,998 l.,673 94,634 2,497,856 ( 94,634) ( 180,000 Total assets $ 4,592.428 $ LIABILITIES AND FUND BALANCE Liabilities Cash deficit Accounts payable Contracts payable Due to other funds Deposits payable Deferred revenue Bonds payable Total liabilities $ 36,154 2,497,856 $ 4,155,000 $ 6,689,010 $ Fund balance (deficit) Reserved for construction Reserved for debt service Unreserved - Undesignated Total fund balance $(2,096,582) $( $(2,096,582) $( Total liabilities and fund balance $ 4,592u,428' $ -----ci 81-1 38,045 1,289 3,518 74,721 3,518) 114,055 74,721 105,000 179,721 65,666) 65,666) 114,055 $ 56,323 1,756 w 5,145 110,862 ( 5,145) m w m c c c $ 168,941 $ 110,862 140,000 $ -250,862 c c c c c c c $( 81,921) $( 81,921) $ 168,941 I 41 I I -- Improvement Projects 84-5,6, Water Totals I 83-2, 2A, 3 83-5, 6,8 7 & 12 Trunk 1984 1983 I $ 317,985 $ 49,801 $41,647 $ 4,868,042 $ 4,768,520 11,848 2,534 $ 1,223 181,920 39,847 I 21 147 I 644 8,101 5,394 3,460 163,625 137,238 897,813 175,524 291,565 5,946,356 5,229,132 ( 3,460) ( 163,625) ( 137,385) I 180,000 200,000 $ 1,227,646 $ 228,503 .L292,788 $41,647 $11,184,419 $10,242,914 I I $ 326,171 $ 326,171 $ 152 1,000 1,152 $ 8,936 I 7,401 10,274 17,675 66,243 180,000 180,000 200,000 $ 146,076 12,000 194,230 182,229 I 897,813 175,524 291,564 5,946,355 5,249,013 1,015,000 9,291,100 9,615,900 $ 2,058,889 $ 363,077 $ 641,009 $15,956,683 $15,322,321 I $ 11 ,344 $ 35,225 $ 46,569 $ 65,194 1'1,028 5,629 I $( 831,243) (145,918) (383,446 ) $41,647 (4,829,861) (5,150,230) $( 831,243) $( 134,574) $ (348,221) $41,647 $(4,772,264) $(5,079,407) I $ 1,227,646 L228,503 $(292,788) $41,647 $11,184,419 il0,242,914 I I I 42 CITY OF ANDOVER, MINNESOTA SPECIAL ASSESSMENT FUNDS COMBINING STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE YEAR ENDED DECEMBER 31, 1984 (with comparative totals for year ended December 31, 1983) Revenue General property taxes State credits Forfeited tax sale Special assessments Unit connection charges Interest Reimbursements from other funds Miscellaneous Total revenue Other sources Transfers from other funds Total revenue and other sources Expenditures Construction costs Reimbursements to other funds Interest and fiscal charges Total expenditures Other uses Transfers from other funds Total expenditures and other uses Increase (decrease) in fund balance Fund balance (deficit) January 1 Fund balance (deficit) December 31 --1-'- -- 75-1 $ 55,174 58,341 $ 113.515 $ 113,515 $ 54,250 $ 54,250 $ 54,250 $ 59,265 (506,471 ) $(447,206) D c c c Improvement Proiects 75-2 76-1 $ 4,532 1,764 $ 6,296 $ 6,296 $ $ 897 897 $ $ 897 5,399 5,629 $ 11,028 e- $ 1,363 c 109,418 c 97,232 2,105 $ 210,118 ~ $ 210,118 c c $ 87,428 $ 87,428 c $ 87,428 ~ $ 122,690 (287,295) ~ C $(164,605) ~ ~ ~ m ~ I 43 I I I rovement Pro'ects 77-1 79-1 79-2/80-1 80-2 80-3, 4/82-7 I $ 584 I $ 60,096 $ 25,484 $ 27,219 64,497 $ 9,555 $ 449,438 42,865 8,486 7,463 4,580 5,841 170,843, I 297 $ 102,961 $ 33,970 $ 34,682 $ 69,661 $ 15,396 $ 620,578 I 7,500 $ 102,961 $ 33,970 $ 34,682 $ 69,661 $ 15,396 $ 628,078 I $ 10,032 $ 34,641 $ 13,329 $ 15,163 $ 23,865 $ 6,003 368,497 I $ 34,641 $ 13,329 $ 15,163 $ 23,865 $ 6,003 $ 378,529 I $ 34,641 ,$ 13,329 $ 15,163 $ 23,865 $ 6,003 $ 378,529 $ 68,320 $ 20,641 $ 19,519 $ 45,796 $ 9,393 $ 249,549 I (199,948) (139,271) (148,903) 006,369) ( 24,099) (2,346,131) $(131,628) $(118,630) $(129,384) $(260,573) $( 14,706) $(2,096,582) I I I I I I 44 CITY OF ANDOVER, MINNESOTA SPECIAL ASSESSMENT FUNDS COMBINING STATEMENT OF REVENUE, EXPENDITURES AND FUND BALANCE (CONTINUED) YEAR ENDED DECEMBER 31, 1984 (with comparative totals for year ended December 31, 1983) m ~ m w Improvement Projects ~__ 81-1 81-2 Revenue General property taxes State credits Forfeited tax sale Special assessments Unit connection charges Interest Reimbursements from other funds Miscellaneous Total revenue Other sources Transfers from other funds Total revenue and other sources $ 22,725 $ 33,423 3,339 3,762 $ 26,064 $ 37,185 $ 37,185 $ 26,064 Expenditures Construction costs Reimbursements to other funds Interest and fiscal charges Total expenditures Other uses Transfers to other funds Total expenditures and other uses $ 11 ,887 $ 16,341 $ 11,887 $ 16,341 $ 11,887 $ 16,341 $ 14,177 $ 20,844 $(79,843) $(102,765) $(65,666) $ ( 81,921) Increase (decrease) in fund balance Fund balance (deficit) January 1 Fund balance (deficit) December 31 ~. --<=----- w ~ c ~ c c c c c c c c c c 45 _ � Improvement Projects 84 -5, 6, Water Totals 83 -2, 2A,3 83 -5, 6, 8 7 & 12 Trunk 1984 1983 1 ' $ 1,947 $ 2,746 1,493 2,564 $ 164,670 $ 48,048 $ 16,616 1,090,895 1 ' 34,211 7,499 12826 448,052 354,672 ' 11,136 13,538 3 $ 198,881 $ 55,547 $ 29,578 $ 1,554,432 $ 1,511,170 $41,647 49,147 7,500 ' $ 198,881 $ 55,547 $ 29,578 $41,647 $ 1 $ 1,518,670 ' $ 172,122 $ 33,132 $ 322,537 $ 537,823 $ 986,962 11,484 11,484 71,050 2,131 705,482 655,347 $ 243,172 $ 33,132 T336,152 $ 1,254,789 $ 1 41,647 41,647 11,980 $ 243,172 $ 33,132 $ 377,799 $ -0- $ 1,296,436 $ 1,654,.289 ' $( 44,291) $ 22 $(348,221) $41,647 $ 307,143 $( 135,619) ' _ (786,952 ) (156,989 -0- -0- (5,079,407 (4,943,788 $(831,243 $(134,574 _$(348,221 41 647 $(4,772,264 $(52079,407 c ~ ~ 46 CITY OF ANDOVER, MINNESOTA ALL PROPRIETARY FUND TYPES - ENTERPRISE FUNDS COMBINING BALANCE SHEET DECEMBER 31, 1984 (with comparative totals for December 31, 1983) ASSETS Current assets Cash and temporary investments Accrued interest receivable Accounts receivable Special assessments receivable Prepaid expense Inventory Property and equipment Furniture and equipment Machinery Collection and distribution systems Less accumulated depreciation Other assets Special assessments receivable Total assets LIABILITIES AND FUND EQUITY Current liabilities Cash deficit Accounts payable Accrued expenses Due to other governmental units Total current liabilities Other liability Deferred revenue - Connection charges Fund equity Retained earnings Reserved for equipment Unreserved - Undesignated Contributed Total fund equity Total liabilities and fund equity ----=- I -- -, Water Sewer Totals 1984 1983 c m m ~ $ 10,638 $ 10,638 645 $ 778 1,423 2,237 49,158 51,395 275 275 6,459 6,459 2,701 2,701 $ 16,221 $ 56,670 $ 72,891 $ 6,484 278 32,170 525 7,267 5,517 $ 52,241 ~ $ 2,629 $ 3,366 $ 5,995 $ 5,416 190,832 190,832 190,832 686,882 4,569,152 5,256,034 4,486,778 $880,343 $4,572,518 $5,452,861 $4,683,026 (60,207) ( 542,154) ( 602,361) ( 494,823) $820,136 $4,030,364 $4,850,500 $4,188,203 ~ ~, ~ c c c ~ $ 24,559 $ 24,559 $ 24,828 $836,357 $4,111,593 $4,947,950 ~~ $ 277 277 $ 4,590 2,093 6,062 1,756 694 46 4,126 $ 11,392 $ '$ 2,093 819 937 $ $ 1,214 $ 2,912 c c $ 24,776 $ 24,776 $ 25,353 $ 5,800 $ 5,800 $ 2,500 9,463 $ 57,480 66,943 42,009 $ 15,263 $ 57,480 $ 72,743 $ 44,509 818,182 4,028,123 4,846,305 4,184,018 $833,445 $4,085,603 $4,919,048 $4,228,527 ~ ~ c $836,357 $4,111 , 593 $4,947,950 $4.265,272 -I I I I I I I I I I I I I I I I I I I CITY OF ANDOVER, MINNESOTA 47 ALL PROPRIETARY FUND TYPES - ENTERPRISE FUNDS COMBINING STATEMENT OF REVENUE, EXPENSE AND RETAINED EARNINGS YEAR ENDED DECEMBER 31, 1984 (with comparative totals for year ended December 31, 1983) Operating revenue User charges Connection charges Meters Penalties Other Operating expense (excluding depreciation) Personal services Supp lies Other services and charges Disposal charges Operating income before depreciation Less depreciation On assets acquired with own funds On assets acquired from contributions Operating loss Other income (expense) Interest Transfer from special assessment funds Transfer to special assessment funds Net loss Disposition of net loss Net loss Add credit from transfer of depreciation to contributions in and to contruction Income transferred to retained earnings Retained earnings January 1 Retained earnings December 31 Totals Water Sewer 1984 1983 $ 14,603 $107,886 $122,489 $101,825 29,156 10,239 39,395 18,493 3,080 3,080 1,300 300 2,186 2,486 1,473 50 10,416 , 10,466 285 $ 47,189 $130,727 $177,916 $123,376 $ 18,258 $ 11 ,387 $ 29,645 $ 27,987 6,645 2,007 8,652 6,274 12,188 14,735 26,923 16,681 79,065 79,065 68,153 $ 37,091 $107,194 $144,285 $119,095 $ 10,098 $ 23,533 $ 33,631, $ 4,281 $ 245 $ 325 $ 570 $ 504 19,622 87,346 106,968 99,277 $ 19,867 $ 87,671 $107,538 $ 99,781 $( 9,769) $(64,138) $(73,907) $(95,500) $ 1,139 $ 1,534 $ 2,673 $ 2,698 11 ,980 ( 7,500) ( 7,500) ( 7,500) $( 6,361) $ 1,534 $( 4,827) $ 7,178 $(16,130) $(62,604) ~734) $(88,322) $(16,130) $(62,604) $(78,734) $(88,322) 19,622 87,346 106,968 99,277 $ 3,492 $ 24,742 $ 28,234 $ 10,955 11,771 32,738 44,509 33,554 $ 15,263 $ 57,480 $ 72,743 $ 44,509 = r 48 ~ ~ CITY OF ANDOVER, MINNESOTA c c ALL PROPRIETARY FUND TYPES - ENTERPRISE FUNDS COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION YEAR ENDED DECEMBER 31, 1984 (with comparative totals for year ended December 31, 1983) !II' I.Iij c ~ .. ~ c .. t! I ill c c c Elements of change in working capital Cash and temporary investments $ 4,154 $ 4,313 $ 8,467 $( 9,152) Accrued interest receivable 545 600 1,145 ( 230) Accounts receivable 346 14,455 14,801 8,582 Special assessment receivable ( 250) ( 250) 525 Prepaid expenses ( 808) ( 808) ( 807) Due to other funds 8,074 Inventory ( 2,816) ( 2,816) 3,267 Accounts payable 1,562 2,407 3,969 ( 5,194) Due to other governmental un its 26 20 46 6,320 Accrued expenses ( 659) ( 403) ( 1,062) 25 Increase in working capital $ 3,158 $ 20,334 $ 23,492 $ 11,410 c c c c c c ~ --T- I I I I I I CITY OF ANDOVER, MINNESOTA HATER FUND COMPARATIVE BALANCE SHEET DECEMBER 31, 1984 AND 1983 ASSETS Current assets Cash and temporary investments Accrued interest receivable Accounts receivable Inventory I I I I I I I I I I I I I Property and equipment Furniture and equipment Machinery Distribution system, Less accumulated depreciation Total assets LIABILITIES AND FUND EQUITY Current liabilities Accounts payable Due to other governmental units Accrued expenses Total liabilities Fund equity Contributed " Retained earnings Reserved for equipment Unreserved - Undesignated Total fund equity Total liabilities and fund equity 49 1984 1983 $ 10,638 $ 6,484 645 100 2,237 1,891 2,701 5,517 $ 16,221 $ 13,992 $ 2,629 $ 2,050 190,832 190,832 686,882 321,112 $880,343 $513,994 60,207 40 ,340 $820,136 $473,654 $836,357 $487,646 $ 2,093 $ 3,655 26 819 160 $ 2,912 $ 3,841 $818,182 $472,034 $ 5,800 $ 2,500 9,463 9,271 $ 15,263 $ 11,771 $833,445 $483,805 $836,357 $487,646 50 CITY OF ANDOVER, MINNESOTA COMPARATIVE "lATER FUND STATEMENT OF REVENUE, EXPENSE AND RETAINED EARNINGS YEARS ENDED DECEMBER 31, 1984 AND 1983 Operating revenue User charges Connection charges Penalties Meters Operating expense (excluding depreciation) Personal services Supplies Other services and charges Operating income before depreciation Less depreciation On assets acquired with own funds On assets acquired from contributions Operating loss Other income (expense) Interest Transfer to special assessment funds Net loss Disposition of net loss Net loss Add credit from transfer of depreciation to contributions in aid to construction Income (loss) transferred to retained earnings Retained earnings, January 1 Retained earnings, December 31 -r--~.-'---c 1984 $ 14,603 29,156 350 3,080 $ 47,189 $ 18,258 6,645 12,188 $ 37,091 $ 10,098 $ 245 19,622 $ 19,867 $( 9,769) $ 1,139 ( 7,500) $( 6,361) $(16,130) $(16,130) 19,622 $ 3,492 11,771 $ 15,263 Ci c 1983 c c m m $ 11,880 15,020 213 1,300 $ 28,413 $ 15,325 3,765 7,382 $ 26,472 ~ $ 1,941 c ~ C ~ $ 187 15,964 $ 16,151 $(14,210) $ 1,080 ( 7,500) $( 6,420) $(20,630)' ~ c c c c c c c $(20,630) 15,964 $( 4,666) 16,437 $ 11,771 -I I I I I I I I I I I I I I I I I I I 51 CITY OF ANDOVER, MINNESOTA WATER FUND COMPARATIVE STATEMENT OF CHANGES YEARS ENDED DECEMBER 31, IN FINANCIAL POSITION 1984 AND 1983 1984 1983 Sources of working capital Operations Net loss Item not requlrlng working capital Depreciation $(16,130) 19,867 $ 3,737 Contribution of property 365,770 $369,507 Uses of working capital Operations Net loss Item not requlrlng working capital Depreciation $ 20,630 (16,151) $ 4,479 Acquisition of property and equipment $366,349 $366,349 486 $ 4,965 Increase (decrease) inworking capital $ 3,158 $( 4,965) Elements of change in working capital Cash and temporary investments $ 4,154 $( 5,891) Accrued interest receivable 545 ( 272) Accounts receivable 346 551 Inventory ( 2,816) 3,267 Accounts payable 1,562 ( 2,942) Due to other governmental units 26 ( 26) Accrued expenses ( 659) 348 Increase (decrease) in working capital ~ 3,158 $( 4,965) ;;= 52 CITY OF ANDOVER, MINNESOTA SEWER FUND COMPARATIVE BALANCE SHEET DECEMBER 31, 1984 AND 1983 ASSETS Current assets Accrued interest receivable Accounts receivable Special assessments receivable Prepaid expense Property and equipment Furniture and equipment Collection system Less accumulated depreciation Other asset Special assessments receivable Total assets LIABILITIES AND FUND EQUITY Current liabilities Cash deficit Accounts payable Accrued expenses Due to other governmental units Other liability Deferred revenue - Connection charges Fund equity Contributed Retained earnings - Unreserved - Undesignated Total liabilities and fund equity --r c m c 1984 1983 Restated c ~ $ 778 $ 178 44,734 30,279 275 525 6,459 7,267 $ 52,246 $ 38,249 $ 3,366 $ 3,366 $4,569,152 $4,165,666 $4,572,518 $4,169,032 542,154 454,483 $4,030,364 $3,714,549 $ 28,983 $ 24;828 $4,111,593 $3,777,626 ~ c c c c c c $ $ 4,590 2,407 534 20 7,551 c c c 277 937 $ $ 1,214 $ 24,776 $ 25,353 $4,028,123 57,480 $4,085,603 $3.711,984 32,738 $3,744,722 c m $4,111,593 $3,777,626 ~ c -I I CITY OF ANDOVER, MINNESOTA SEHER FUND COMPARATIVE STATEMENT OF REVENUE, EXPENSE AND RETAINED EARNINGS YEARS ENDED DECEMBER 31, 1984 AND 1983 I I 1984 I I Operating revenue User charges Connection charges Penalties Other $107,886 10,239 2,186 10,416 $130,727 I Operating expense (excluding depreciation) Personal services Supplies Other services and charges Disposal charges $ 11,387 2,007 14,735 79,065 $107,194 I I Operating income before depreciation $ 23,533 I I 1 I I Less depreciation On assets acquired with own funds On assets acquired from contributions $ 325 87,346 $ 87,671 Operating loss $(64,138) Other income (expense) Interest Transfer from special assessment funds $ 1,534 Net loss $ 1,534 $(62,604) I Disposition of net income (loss) Net income (loss) Add credit from transfer of depreciation to contributions in aid to construction Income transferred to retained earnings 87,346 $ 24,742 $(62,604) I Retained earnings, January 1 32,738 I I Retained earnings, December 31 $ 57,480 I 53 1983 Restated $ 89,945 3,473 1,260 285 $ 94,963 $ 12,662 2,509 9,299 68,153 $ 92,623 $ 2,340 $ 317 83,313 $ 83,630 $(81,290) $ 1,618 11,980 $ 13,598 $(67,692) $(67,692) 83 ,313 $ 15,621 17,117 $ 32,738 54 CITY OF ANDOVER, MINNESOTA SEWER FUND COMPARATIVE STATEMENT OF CHANGES IN FINANCIAL POSITION YEARS ENDED DECEMBER 31, 1984 AND 1983 1984 1983 Restated Sources of working capital Operations Net (loss) Item not requiring working capital Depreciation $(62,604) $( 6 7,692) 87,671 83,630 $ 25,067 $ 15,938 25,353 403,486 $428,553 $ 41,291 $403,486 $ 88 4,155 24,828 578 $408,219 $ 24,916 $ 20,334 $ 16,375 Increase in deferred revenue Contribution of property Acquisition of property and equipment Increase in other assets Decrease in deferred revenue Increase in working capital Elements of change in working capital Cash and temporary investments $ 4,313 $( 3,261) Accrued interest receivable 600 42 Accounts receivable 14,455 8,031 Special assessment receivable ( 250) 525 Prepaid expenses ( 808) ( 807) Accounts payable 2,407 ( 2,252) Accrued expenses ( 403) ( 323) Due to other funds 8,074 Due to other governmental units 20 6,346 Increase in working capital $ 20,334 $ 16,375 -I Ci c w c m c m ~ ~ C c c D c c c c c c I CITY OF ANDOVER, MINNESOTA -I I 55 COMPARATIVE STATEMENT OF GENERAL FIXED ASSETS DECEMBER 31, 1984 AND 1983 I I General Fixed Assets Land and improvements Buildings and improvements Furniture and equipment Machinery and automotive equipment I Total General Fixed Assets I Investment in General Fixed Assets I I I I I I I I I I I I 1984 1983 $ 14q,947 $ 98,103 564,471 564,146 79,503 78,208 521,012 387,758 $1,305,933 $1,128,215 $1,305,933 $1,128,215 - Ii .. i ii . j 56 CITY OF ANDOVER, MINNESOTA c c COMPARATIVE STATEMENT OF GENERAL LONG-TERM DEBT DECEMBER 31, 1984 AND 1983 '" ... Amount available and to be provided for payment of general long-term debt Amount available in debt service funds Resources to be provided by future revenues Total General long-term debt payable Accounts payable - Assessments on City property Accrued liability - Vacation pay - Governmental funds Contracts payable Equipment purchase Land acquisition Due to other governmental units Metropolitan Waste Control Commission Bonds and Certificates of Indebtedness G.O. Improvement (Building and Equipment) Bonds of 1978 1979 Certificates of Indebtedness 1980 Certificates of Indebtedness 1982 Certificates of Indebtedness 1983 Certificates of Indebtedness 1984 State Aid Street Bonds Total --=--1 - 1984 1983 w c $ 126,125 909,325 $ 97,421 553,550 ~ $1,035,450 $650,971 ~ $ 95,160 $ 98,972 12,362 6,268 5,366 7,289 22,000 44,000 23,562 26,442 245,000 285,000 17,000 8,000 16,000 90,000 120,000 24,000 30,000 510,000 $1,035,450 $650,971 c c c c c c c m m ~ ~ ~ - I 'I I I I I I I I I I I I I I I I I I SECTION I II STATISTICAL SECTION ~ I I CITY OF ANDOVER, MINNESOTA 57 -I SCHEDULE OF CASH, TEMPORARY INVESTMENTS AND SECURITY FOR DEPOSITS DECEMBER 31, 1984 1 I I First National Bank of Anoka Checking account Savings account Money market account Certificates of deposit $ 100 87,408' 101,801 5,100,000 I $5,289,309 I I Face amount of securities pledged as collateral by depository $5,294,000 Additional security of $100,000 each for demand deposits and time deposits is provided by the Federal Deposit Insurance Corporation. Minnesota Law stipulates that the amount of deposits cannot exceed the F.D.I.C. insurance plus ninety percent of the market value of securities pledged as collateral by the bank. On December 31, 1984, the bank deposits at First National Bank of Anoka were in excess of this requirement. I 1 I I 1 1 I I I I 58 CITY OF ANDOVER, MINNESOTA COMBINED SCHEDULE OF INDEBTEDNESS DECEMBER 31, 1984 Bonded indebtedness Special assessment bonds Improvement Bonds of 1975 General Obligation Improvement Bonds of 1976 Improvement Bonds of 1976 General Obligation Improvement Bonds of 1977 General Obligation Improvement Bonds of 1977 General Obligation Improvement Bonds of 1978 General Obligation Improvement Bonds of 1979 General Obligation Improvement Bonds of 1980 General Obligation Improvement Bonds fo 1980 General Obligation Improvement Bonds of 1980 General Obligation Improvement Bonds of 1981 General Obligation Improvement Bonds of 1981 General Obligation Improvement Bonds of 1982 General obligation bonds General Obligation Improvement Bonds of 1978 (Building & Equipment) 1979 Certificates of Indebtedness 1980 Certificates of Indebtedness 1981 Certificates of Indebtedness 1983 Certificates of Indebtedness General Obligation State Aid Street Bonds of 1984 Total Bonded Indebtedness Long-term payables Metropolitan Waste Control Commission Special assessments on City owned property Land acquisition Equipment purchase Total Indebtedness ~ - :-1'--- ,~- Interest rates 6.25-6.5001. 6.20-6.80 5.00-6.75 5.00 5.25-5.50 5.25-6.00 6.50 6.10-6.90 7.00 8.50-9.10 9.75-10.00 10.25-11.50 7.00 5.55-5.70 6.00 7.00 8.00 7.50 6.75-9.00 5.369 6.25-10.70 9.00 18.57 Issue date 9/1/75 8/1/76 11/1/76 3/1/77 10/1/77 11/1/78 11/1/79 6/1/80 8/1/80 10/1/80 7/1/81 10/1/81 10/1/83 11/1/78 8/1/79 10/1/80 12/31/81 10/1/83 9/1/84 1971 Various 1983 1982 c c Final maturity date C Q 9/1/86 c 2/1/97 11/1/96 m 1/1/96 ~ C C C 2/1/98 2/1/99 2/1/95 2/1/91 2/1/01 2/1/02 8/1/91 2/1/92 c c 10/1/86 2/1/89 8/1/84 4/1/85 12/31/87 10/1/88 c c c c c c ~ 9/1/94 1991 2001 1985 1987 59 ' Indebtedness Authorized Due in 1985 and issued Redeemed Outstanding Principal Interest $ 46,000 $ 36,800 $ 9,200 $ 4,600 $ 598 ' 1,635,000 375,000 1,260,000 70,000 80,857 56,000 22,400 33,600 2,800 2,128 1,215,000 155,000 1,060,000 25,000 53,000 ' 780,000 145,000 635,000 30,000 33,017 ' 270,000 45,000 225,000 10,000 12,763 270,000 45,000 225,000 15,000 14,137 430,000 - 85,000 345,000 35,000 21,803 98,000 14,700 83,300 4,900 5,660 ' 4,365,000 210,000 4,155,000 120,000 358,640 ' 150,000 45,000 105,000 15,000 10,425 175,000 35,000 140,000 17,500 14,000 ' 1,015,000 1,015,000 $10,505,000 $ 1,213,900 $ 9,291,100 $ 349,800 71,050 $ 678,078 $ 430,000 $ 185.,000 $ 245,000 $ 45,000 $ 12,550 - 85,000 85,000 40,000 32,000 8,000 8,000 280 150,000 60,000 90,000 30,000 _ 30,000 6,000 24,000 6,000 7 200 ,800 1 ' 510,000 510,000 _ 50,000 4 $ 1,245,000 $ 368,000 $ 877,000 $ 139,000 $ 62,055 - ' $11,750,000 $ 1,581,900 $10,168,100 $ 740,133 $ 488,800 $ 43,018 111 653 $ 19,456 $ 23,562 $ 3,035 $ 1,265 16,493 95,160 4,602 10,195 ' 44,000 22,000 1 22,000 1 980 0,115 4,749 5,366 2,313 $ 208,786 $ 40,698 $ 146,088 $ 31,950 $ 14,247 $11,958,786 $ 1,622,598 $10,314,188 $ 520,750 $ 754,380 60 CITY OF ANDOVER, MINNESOTA SCHEDULE OF BONDS PAYABLE y DECEMBER 31, 1984 I Annual Issue Maturity Interest serial date date date payments Special assessment bonds Improvement Bond of 1975 9/1/75 $4,600 per year 9/1/85 -86 6.50% $ 9,200 General Obligation Improvement Bonds of 1976 8/1/76 a February 1, 1985 6.2 $ 70,000 February 1, 1986 6.25 5 75,000 February 1, 1987 6.25 80,000 February 1, 1988 6.30 85,000 Q February 1, 1989 6.40 90,000 February 1, 1990 6.50 95,000 February 1, 1991 6.60 100,000 February 1, 1992 6.70 110,000 February 1, 1993 6.80 95,000 February 1, 1994 6.80 105,000 February 1, 1995 6.80 110,000 a February 1, 1996 6.80 120,000 February 1, 1997 6.80 125,000 $ 1,260,000 a Improvement Bonds of 1976 11/1/76 $2,800 per year 11/1/85 -86 5.50 $ 5,600 $2,800 per year 11/1/87 -91 6.25 14,000 $2,800 per year 11/1/92 -96 6.75 14,000 $ 33,600 General Obligation Improvement a Bonds of 1977 3/1/77 January 1, 1986 1/1/86 5.00 $ 25,000 $30,000 per year 1/1/87 -88 5.00 60,000 $35,000 per year 1/1/89 -90 5.00 70,000 $40,000 per year 1/1/91 -92 5.00 80,000 $45,000 per year 1/1/93 -94 5.00 90,000 $50,000 per year 1/1/95 -96 5.00 100,000 $55,000 per year 1/1/97 -98 5.00 110,000 $60,000 per year 1/1/99 -2000 5.00 120,000 $65,000 per year 1/1/01 -03 5.00 195,000 $70,000 per year 1/1/04 -06 5.00 210,000 $ 1,060,000 O O I , CITY OF ANDOVER, MINNESOTA 61 SCHEDULE OF BONDS PAYABLE (CONTINUED DECEMBER 31, 1984 Issue Maturity Interest Annual date date rate payments ' Special assessment bonds (continued) General Obligation Improvement Bonds of 1977 10/1/77 February 1, 1985 2/1/85 5.25% $ 30,000 $35,000 per year 2/1/86 -88 5.25 105,000 $40,000 per year 2/1/89 -90 5.25 80,000 February 1, 1991 2/1/91 5.25 45,000 February 1, 1992 2/1/92 5.20 45,000 February 1, 1993 2/1/93 5.25 50,000 February 1, 1994 2/1/94 5.30 50,000 $55,000 per year 2/1/95 -96 5.40 110,000 $60,000 per year 2/1/97 -98 5.50 120,000 $ 635,000 ' General Obligation Improvement Bonds of 1978 1/1/78 $10,000 per year 2/1/85 -88 5.50 $ 40,000 ' February 1 1989 2/1/89 5.50 15,000 February 1, 1990 2/1/90 5.60 15,000 February 1, 1991 2/1/91 5.70 15,000 February 1, 1992 2/1/92 5.75 15,000 February 1, 1993 2/1/93 5.80 15,000 February 1, 1994 2/1/94 5.90 15,000 ' February 1, 1995 2/1/95 6.00 $20,000 per year 15,000 2/1/96 -99 6.00 80,000 $ 225,000 General Obligation Improvement Bonds of 1979 11/1/79 $15,000 per year 2/1/85 -87 6.50 $ 45,000 ' $20,000 per year 2/1/88 -91 6.50 $25,000 per year 80,000 2/1/92 -95 6.50 100,000 $ 225,000 ' General Obligation Improvement Bonds of 1980 6/1/80 February 1, 1985 6.30 $ 35,000 ' February 1, 1986 6.40 40,000 February 1, 1987 0 45,000 6.5 February 1, 1988 6. 50,000 February 1, 1989 6.70 50,000 February 1, 1990 6.80 60,000 February 1, 1991 6.90 65,000 $ 345,000 - 62 CITY OF ANDOVER, MINNESOTA SCHEDULE OF BONDS PAYABLE (CONTINUED) DECEMBER 31, 1984 Issue date Special assessment bonds (continued) General Obligation Bonds of 1980 8/1/80 $4,900 per year General Obligation Improvement Bonds of 1980 February 1, 1985 February 1, 1986 February 1, 1987 February 1, 1988 February 1, 1989 February 1, 1990 February 1, 1991 February 1, 1992 February 1, 1993 February 1, 1994 February 1, 1995 February 1, 1996 February 1, 1997 February 1, 1998 February 1, 1999 February 1, 2000 February 1, 2001 February 1, 2002 General Obligation Improvement Bonds of 1981 $15,000 per year $15,000 per year General Obligation Improvement Bonds of 1981 $17,500 per year $17,500 per year General Obligation Improvement Bonds of 1983 October 1, 1986 10/1/80 7/1/81 10/1/81 10/1/83 Total special assessment bonds --I Maturity date 2/1/85-2001 8/1/85-86 8/1/87-91 2/1/85-87 2/1/88-92 10/1/86 Interest rate 7.00% 8.50 8.50 8.50 8.50 8.50 8.50 8.50 8.50 8.50 8.50 8.60 8.80 9.00 9.00 9.10 9.10 9.10 9.10 9.75 10.00 11.50 10.25 7.00 Annual serial payments c c c c c c $ 83,300 $ 120,000 130,000 145,000 160,000 170,000 190,000 210,000 230,000 250,000 2 7 5 , 000 305,000 330,000 370,000 200,000 230,000 255,000 280,000 305,000 $ 4,155,000 c c ~ D C C C C C c m m c $ '30,000 75,000 $ 105,000 $ 52,500 87,500 $ 140 , 000 $ 1,015,000 $ 9,291,100 ~ JI I - I I I I I I I I I I I I I I I I I 63 CITY OF ANDOVER, MINNESOTA SCHEDULE OF BONDS PAYABLE (CONTINUED) DECEMBER 31, 1984 Note - January 1, 1985 maturities are considered matured December 31, 1984. - . ~-. 64 General obligation bonds Principal Interest Total - $139,000 $ 62,055 $ 201,055 131,boo 52,985 183,985 136,000 43,928 179,928 111 ,000 34,501 145,501 100,000 27,375 127,375 50,000 22,100 72,100 50,000 18 , 100 68,100 50,000 14,000 64,000 50,000 9,750 59,750 60,000 5,400 65,400 c c c c m c ~ c ~ c c c c m m m ~ c ~ CITY OF ANDOVER, MINNESOTA DEBT SERVICE REQUIREMENTS DECEMBER 31, 1984 Special assessment bonds Year Principal Interest Total 1985 $ 349,800 $ 678,078 $ 1,027 ,878 1986 1,394,800 651,804 2,046,604 1987 400,200 552,347 952,547 1988 435,200 522,149 957,349 1989 460,200 489,723 949,923 1990 500,200 454,946 955,146 1991 535,200 417,086 952,286 1992 495,200 378,674 873,874 1993 487,700 342,706 830,406 1994 527,700 305,672 833,372 1995 567,700 265,200 832,900 1996 587,700 221,881 809,581 1997 634,900 174,764 809,664 1998 344,900 137,520 482,420 1999 314,900 111,612 426,512 2000 324,900 85,602 410,502 2001 349,900 57,667 407,567 2002 370,000 27,628 397,628 2003 70,000 10,500 80,500 2004 70,000 7,000 77 , 000 2005 70,000 3,500 73,500 $9,291,100 $5,896,059 $15,187,159 $877,000 $290,194 $1,167,194 Note _ January 1 maturities are considered matured December 31, of the preceding year. --- -=-:--1 ~---:i c I 65 . CITY OF ANDOVER, MINNESOTA ~ I 4 TAX LEVIES AND COLLECTIONS - I Percentage I Collection Percentage Collection of total Total of current of levy of prior Total collections Year ~ year's levy collected years' levy collections to levy I 1980 $356,000 $344,318 96.72% $ 8,922 $353,240 99.22'/', 1981 460,600 443,597 96.31 12,030 455,627 98.92 I 1982 496,388 450,271 90.71 21,859 472,130 95.11 I 1983 570,009 548,667 96.26 18,286 566,953 99.46 1984 645,466 621,184 96.23 16,627 637,811 98.81 I I I I SPECIAL ASSESSMENT LEVIES AND COLLECTIONS I Percentage Collection Percentage Collection of total I Total of current of levy of prior Total collections Yea r levy year's levy collected years' levy collections to levy 1980 $225,305 $194,693 86.41% $16,982 $211,675 93.95% I 1981 339,487 310,834 91. 56 8,577 319,411 94.09 I 1982 793,693 666,979 84.03 60,010 726,989 91. 60 1983 724,655 634,003 87.49 77 , 505 711,508 98.19 I 1984 673,732 583,244 86.57 60,445 6/+3,689 95.54 I ~ = - I - - I - - F 66 c c c c c m -- ~ ~ ~ c c c c c c c c m c THIS PAGE LEFT BLANK INTENTIONALLY ~-~---.-c-- I ~ I I I I I I I I I I I I I I I I I I 67 CITY OF ANDOVER, MINNESOTA ASSESSED VALUATIONS, TAX LEVIES AND MILL RATES (shown by year of tax collectibility) 1982 1983 1984 1985 Assessed valuations $39,541,477 $44,071,159 $43,692,054 $43,752,681 Contribution to fiscal disparities pool (1,475,372) (1,543,109) (1,656,156) (1,696,653) Distribution from fiscal disparities pool 3,956,148 5,480,041 6,767,570 8,285,364 Taxable valuation $42,022 ,253 $48,008,091 $48,803,468 $50,341,392 Tax levies Revenue $ 433,380 $ 476,955 $ 530,144 $ 590,596 Gene ra 1 obligation debt 61,313 93,056 115,366 100,661 Special assessment debt 258 $ 494,951 $ 570,011 $ 645, 51C~ $ 691,257 Hill ra tes Revenue 10.200 9.959 11. 038 11 .068 General obligation debt 1.444 1.943 2.402 1.887 Special assessment debt .006 11.650 11.902 13.440 12.955 --- --- I