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HomeMy WebLinkAbout1987 CAFR I I I I I I I I I I I CITY OF ANDOVER. MINNF.SOta FINANCIAL STATEMENT~ DECEMBER 11. 19RZ ~~. D\ I C\ Ii t\ 0, !. I : I I i 01 C ~ Q D m [ [ ----.-------= -- - -- -- - - --~ ~-------=- I I I I I I I I I I I I ~ :j I j j ~ - - I .. . - I - - I - I I I I CITY OF ANDOVER. MINNESOTA ELECTED AND APPOINTED OFFICIALS DECEMBER 11. 1987 Term of office expires first business day of January Elected Mayor Jerry Windschitl 1989 Counc i1 Maynard Apel Kenneth Orttel James Elling Michael Knight 1989 * 1989 1991 1991 Appointed James E. Schrantz - Administrator Shirley Clinton - Treasurer Vicki Volk - Clerk * Appointed to fill unexpired term of Theodore Lachinski c c I ~ I' I ~ : ~ [ tl [) tl c c. I tJ C c ~ C U o [J --- - I I I I I I 1 J I ~ ~ i I I ~ ~ . I ~ - . 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 Accountants' review report II-A. General Purpose Financial Statements (Combined Financial Statements) Combined balance sheet - all fund types and account groups Combined statement of revenue, expenditures and fund balance - All governmental fund types and expendable trust fund Combined statement of revenue, expenditures and fund balance Budget and actual - General and special revenue fund types Combined statement of revenue, expense and retained earnings All proprietary fund types - Enterprise funds Combined Statement of changes in financial position - All proprietary fund types - Enterprise funds Notes to financial statements II-B. Combinini and Individual Fund Statements and Account Groups General Fund Balance sheets Statement of revenue, expenditures and fund balance Schedule of revenue - Budget and actual Schedule of expenditures - Budget and actual Special revenue funds Combining balance sheet Combining statement of revenue, expenditures and fund balance Revenue Sharing Fund Statement of revenue, expenditures and fund balance LRRWMO Fund Balance sheets Statement of revenue, expenditures and fund balance Drainage and Mapping Fund Balance sheets Statement of revenue, expenditures and fund balance ~ I 1 2 4 6 8 9 10 29 30 31 32 37 38 39 40 40 41 41 CITY OF ANDOVER. MINNESOTA tl TABLE OF CONTENTS (CONTINUED) c tl ~ II-B. Combinini and Individual Fund Statements and Account Groups (Continued) c Debt service funds Combining balance sheet Combining statement of revenue, expenditures and fund balance 43 44 ~ Capital projects funds Combining balance sheet Combining statement of revenue, expenditures and fund balance 46 48 EJ Special assessment funds Combining balance sheet Combining statement of revenue, expenditures and fund balance 50 54 c Enterprise funds Combining balance sheet Combining statement of revenue, expense and retained earnings Combining statement of changes in financial position ~ 58 59 60 c Water Fund Balance sheets Statements of revenue, expense and retained earnings Statements of changes in financial position 61 62 63 c Sewer Fund Balance sheets Statements of revenue, expense and retained earnings Statements of changes in financial position 64 65 66 c c Fiduciary funds Combining balance sheet 67 c Expendable Trust Fund Statements of revenue, expenditures and fund balance 68 c Agency Fund Statement of changes in assets and liabilities 68 c Statements of general fixed assets 69 Statements of general long-term debt 70 c c c c ~ 1i I I I 1 I 1- i I I ~ ; ~ I I ! I . I i ~ J - I ~ J I - - I - - - I - - I - I I - I - I I CITY OF ANDOVER. MINNESOTA TABLE OF CONTENTS (CONTINUED) II-C. Supplemental Information Schedule of cash, temporary investments and security for deposits Combined schedule of indebtedness Schedule of bonds payable Debt service requirements Schedules of sources and uses of public funds - tax increment districts SECTION III STATISTICAL SECTION Tax levies and collections Special assessment levies and collections Computation of legal debt margin Assessed valuations, tax levies and mill rates SECTION IV OTHER Auditors' report on legal compliance ~ 71 72 74 80 81 83 83 84 86 87 tJ tJ C ~ i I tJ I ! ~J ~ LJ C C C C' C C C C C C C = --rt -~.-- . I I I I I I I I I I I I I I I I I I I SECTION I INTRODUCTORY SECTION 01 c c C 01 C C C C C 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 1685 CROSSTOWN BOULEVARD NW. . ANDOVER, MINNESOTA 55304 . (612) 755-5100 COMMENTS The City of Andover, Minnesota operates under "Optional Plan A" as defined by State of Minnesota Statutes. Under this plan, the Council is elected by popular vote and consists of the mayor and four council members. Administrative personnel are appointed by the Council. General Fund The General Fund is used to account for all revenues and the activities 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 balance increased $180,809 during the year to $809,680. $14,838 of the fund balance has been designated for subsequent year's expenditures leaving an undesignated fund balance of $794,842. A condensed summary of revenue and expenditures for the years ended December 31,1987 and 1986 is shown below: 1986 Budiet Actual Budiet Revenue and other sources Taxes Licenses and permits Intergovernmental revenue Charges for services Fines and forfeits Other revenue Transfers from other funds $ 601,232 $ 601,682 $ 525,592 $ 546,472 175,424 268,983 96,624 173,777 503,681 526,058 474,151 506,727 23,470 46 ,821 11,645 25,474 14,000 33,496 14,000 23,174 53 ,100 143,543 51,100 39,537 97.009 107.992 ~3 . ~21 6 8 .23 1 S1 .467.916 S1.728.~7~ Sl.226.633 $1.181.192 Expenditures and other uses General government Public safety Public works Sanitation Park and recreation Unallocated Transfers to other funds $ 328,131 408,573 207,965 13,742 166,579 33,500 78.943 SI.237.433 $ 394,042 382,012 155,273 17,548 210,326 23 ,746 66.067 SI .249.014 $ 413,950 491,433 267 ,445 19,293 220,647 42,175 103.613 Sl.5~8 .~~6 $ 469,866 413,466 234,814 10,124 212,863 104,272 102.361 $1.547.766 Increase (decrease) in fund balance S (90 .640) $ 180 .809 S OO.ROO) S 134.378 I SDecial Revenue Funds Special revenue funds are established to account for taxes and other revenue set aside for a particular purpose. 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." The City's share of revenue for 1987 was $780. During 1987, $796 was transferred to the General Fund. There was no fund balance at December 31,1987. The program has been discontinued. LRRWMO Fund - This fund was established to account for the City's share of costs relating to the Lower Rum River Water Management Organization. At December 31, 1987 the fund balance was $3,931. Drainage and Mapping Fund - This fund was established to accumulate money to cover the expenses for City-wide drainage and mapping. At December 31,1987, the fund balance was $30,252. 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. Property taxes, transfers from the General Fund and State-aids 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. The funds included with the debt service funds are: 1978 General Obligation Bonds Certificates of Indebtedness Tax Increment Bonds S ta te-aid Bonds Capital Proiects Funds 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. Equipment Fund - This fund was established to accumulate resources to be used for equipment acquisition. The fund balance was $20,378 at December 31, 1987. 1987 Equipment Fund - This fund was established to account for the proceeds of certificates of indebtedness issued to pay for the acquisition of warning sirens. The fund balance was $15,726 at December 31,1987. Tax Increment Fund - This fund was established to account for the proceeds of tax increment bonds to be used for the acquisition and/or improvement of land which is to be developed. The fund balance was $105,187 at December 31,1987. $17,000 of the fund balance has been reserved for debt service leaving an undesignated fund balance of $88,187. II . c D ~ ~I ~I ~ ~ ~ ~ ~ ~ c ~ ~ ~, i ~ I I ~ I !' C i ~ ~ ~ I - ~ - - I - - - I - - - . I - - I - ~ - - - I - - I = - - I - - I - - = - I - ~ - = I - I I I - I I I I I Capital Proiects Funds (Continued) 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 $58,099 at December 31, 1987. State Aid Fund - This fund was established to account for aid received from the State of Minnesota for construction of certain designated streets. The fund balance was $161,866 at December 31,1987. Special Assessment Funds 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. 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 benefitted property owners and disbursements of assessment collections for the payment of bonds and interest. The December 31,1987 fund balance (deficit) of the various special assessment funds were as follows: Reserved for Unreserved Debt E!.!.Iui Encumbrances Service Desi~nated Undes iina ted Total 1976A & B $144,664 $ 144,664 1 97 7 A $ (307 ,539) (307,539) 1977B 35,003 35,003 1978 (65,033) (65,033) 1979 (55,279) (55,279) 1980A (111,151) (111 ,151) 1980B 8,990 8,990 1980C 49,300 49,300 1985A (21,605) (21,605) 1985B (1,329,723) (1,329,723) 1986A $ 459,839 (1 ,032 ,906) (573,067) 1986A Refunding (51,930) (51,930) 1986B 28,679 149,496 (2,076,135) (1,897,960) 1986C Refunding (1,485,420) (1,485,420) 1987 A 1,517,126 333,404 (4,856,313) (3,005,783) 1987B 504,281 452,973 (1,715,906) (758,652) Unfinanced (58,469) (58,469) Water trunk 345,922 345,922 Sewer trunk 26 8 .049 268.049 $2.0 ~o .086 8237.957 81.395.712 $(I2.~~3 .438) 8 ( 8.869.683) 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. The unreserved-designated portion of the fund balance represents the balance of available construction financing. III Soecial Assessment Funds (Continued) If the assessments receivable were recorded as revenues when assessed, the fund balances (deficits) would be as follows: Reserved for Unreserved Debt [Y.Ud Encumbrances Service Desiinated Undes ig-na ted Total 1 97 6A & B $ 379,535 $ 129,759 $ 509,294 1 977 A 48,026 48,026 1977B 173,300 56,354 229,654 1978 37,637 37,637 1979 27,789 27,789 1980A 20,997 20,997 1980B 25,480 25,480 1980C 49,300 49,300 1985A 131,171 131,171 1985B (12 ,940 ) (12 ,940 ) 1986A $ 459,839 (427,272) 32,567 1986A Refunding 25,110 27,504 52,614 1986B $ 28,679 149,496 (1,278,165) (1,099,990) 1986C Refunding 323,040 323,040 1987 A 1,517,126 333,404 (3,336,555) (1,486,025) 1987B 504,281 452,973 (1,471,535) (514,281) Unfinanced (58,469) (58,469) Water trunk 359,242 359,242 Sewer trunk 285,049 285.049 S2.0~0.086 Sl .241 .385 Sl .39~.712 S(5.727.028) SO .019.845) Enterprise Funds 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 user charge basis. The Water fund was established during 1981; a condensed summary of operations for the last three years is as follows: 1987 1986 1985 Operating revenue Operating expense (excluding depreciation) $113,506 86.881 $ 26,625 (82.131) $(55,506) $ 59,508 61.5~9 $ (2,051) (61.047) $(63,098) $ 39,679 46.509 $ (6,830) (39.218) $(46 ,048) Depreciation Operating income (loss) Other income (expense) - Net (194) 237 98 Net loss before operating transfers $(55,700) $(45,950) $(62,861) Operating transfers - Net (1.349) (1 .101) Net loss $(57.049) $(63.964) S(4~.q50) IV - I c c c ~~ C C C C C C C C C C C C C C C 1 I t I I ! I I J I 1 I i I ~ j I I j 1 I .. t I . .! " ] I " I ~ I : I I I ~ I ~ I I I i .. ~ Enterprise Funds (Continued) A condensed summary of Sewer Fund operations for the last three years is as follows: Operating revenue Operating expense (excluding depreciation) 1987 1986 $ 135,194 $164,892 119.016 114.603 $ 16,178 $ 50,289 (132.402) 004.204) $(116,224) $(53,915) 599 4.';71 $(115,625) $(49,344) (84 .6~8) 9 $(200.283) S( 49.335) Depreciation Operating loss Other income (expense) - Net Net loss before operating transfers Operating transfers - Net Net loss Fiducia~ Funds 1985 $136,296 105.289 $ 31,007 (94.144) $(63,137) 501 $(62,636) $(62.636) The Administrative Trust Fund was established to account for administrative fees charged to assessable construction projects. Annual transfers are made to the General Fund to reimburse administrative expenses. The fund balance was $271,505 at December 31, 1987. The Escrow Fund was established to account for monies held by the City as deposits for developers and others. The deposits will be refunded when the conditions set by Council are complied with. General Fixed Assets 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 31,1987. the general fixed assets of the City amounted to $1,955,250. v General Loni-term Debt General obligation bonds and other forms of long-term debt that are obligations of the City as a whole and not its individual funds are accounted for in this self-balancing account group. Long-term debt included in the account at December 31,1987 is as follows: Original amount 1978 G. O. Bonds 1983 Certificates of Indebtedness 1984 State Aid Street Improvement Bonds 1985 Certificates of Indebtedness 1986 Certificates of Indebtedness 1987 Certificate of Indebtedness G.O. Tax Increment Bonds of 1987A G.O. Tax Increment Bonds of 1987B Assessments on City property Equipment purchase Long-term payable - Metropolitan Waste Control Commission Vacation payable - Governmental funds $ 430,000 30,000 510,000 100,000 95 ,000 170,000 1 ,065,000 205,000 102,741 10,267 43,018 VI Outstanding December 31. 1987 $ 105,000 6,000 360,000 60,000 76,000 170,000 1 ,065,000 205,000 81,589 10,267 13,959 31.640 $2.184.455 -+ [1 ,.~ IIj tJ EJ tJ [J !J C LJ ~ LJ [~ [j C c c c c c I I , I I I I I I 1 I I ; i J I ! I I I I ) I ! I - I - I - I - I I ~ I - I - I SECTION II FINANCIAL SECTION EJ I i [- J EJ C EJ EJ C I I I IJ 1 I I 1 i C I I C C C [j D C C C C C -' - ---- J - I - - I - " - I . - 'i I 1 ~ - I - - - I - - . I - - I - - I - - - I I I - I - - I - - I - - I I - I I GMHCo GEORGE M. HANSEN COMPANY, P.A. A ProfesJional Corporation of Certified PuNic Accountants AUDITORS' OPINION The City Council of Andover, Minnesota We have examined the general purpose financial statements of the City of Andover, Minnesota as of and for the year ended December 31, 1987, 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 op~n~on, the general purpose financial statements referred to above present fairly the financial position of the City of Andover, Minnesota at December 31, 1987, 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 preced ing year. Our examination was made for the purpose of forming an op~n~on on the general purpose financial statements taken as a whole. The combining, individual fund, account group financial statements and schedules and supplemental information listed in the table of contents are presented for purposes of additional analysis and are not a required part of the general purpose financial statements of the City of Andover, Minnesota. Such information has been subjected to the auditing procedures applied in the examination of the general purpose financial statements and, in our opinion, is fairly stated in all material respects in relation to the general purpose financial statements taken as a whole. Our examination did not include the statistical information listed in the table of contents. ~ ~~/ //1 , ~ June 23, 1988 1433 UTICA AVENUE SOUTH. SUITE 175 MINNEAPOLIS. MINNESOTA 55416 612/546-2566 General Governmental Fnnd Special Debt Capital Rp-v~nue Service Projects c C D C CITY OF ANDOVER. MINNESOTA COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS DECEMBER 31. 1987 ASSETS Petty cash Cash and temporary investments Accrued interest receivable Taxes receivable Unremitted Delinquent Accounts receivable Prepaid expense Special assessments receivable Unremit ted Delinquent Deferred 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 Liabilities Cash deficits Accounts payable Accrued expenses Contracts payable Due to other governmental Deposits payable Deferred revenue Bonds payable Total liabilities Fund equity Contributed Invested in General Fixed Assets Retained earnings Reserved Unreserved Fund balance Reserved Unreserved Designated Undesignated Total fund equity Total liabilities and fund equity See accompanying notes to financial statements. 2 $ 350 795,546 $32,684 $298,623 $265,630 3,567 186 2,144 1,754 89,024 440 1,161 25,055 3,606 758 205,000 c c c c c c c c c C D 1 ,313 343 2,945 $301,207 $ 17,000 $ 14,838 794.842 $34.183 344.2~6 8809.680 834.183 8301 .207 8361.256 8917 .24~ 834.~26 $304.811 8471.~45 c c c c I J I J .. I I Account Grou.ps .. Tvpes Proprietary General General Total j; JI Special Fund Type Fixed Long-term (Mf'morandum Onlv) j . I Assessment Enternrise Fiduciary Asse ts Debt 1987 1986 . j 1 i $ 350 $ 300 ,; j I $11 ,006 ,472 $ 21,894 $ 945 ,446 13,366,295 12,183,605 1 62,990 129 1,143 71 ,913 101 ,621 i ~ 90,625 79,254 f I 28,661 30,427 ) 31,000 68,439 305,197 58,878 t ! .. I 1 J 14 ,869 16,182 281,379 147,080 147,423 78,627 ~ I 7,682,758 7,682,758 8,173,878 . 371 ,280 7,398 381 ,623 55,183 :i 5,529 5,529 5,539 I 10,503 ,467 $1,955,250 12,458,717 9,421 ,195 I " $ 301,207 301,207 133,715 1 . BB3 .24a 1.883.248 77~.029 - I 819.316.449 810.606.!.~~ 8946.589 81.955.250 82.184.455 836.739.728 S31.378.6;lll - - I - $ 49,160 $ 135,680 $ 51 ,696 - ~ 83,932 $ 3,356 $ 81,589 249,282 179,044 - ~ I 3,069 31,640 51 ,309 36,956 - 635,402 10,267 650,405 133,254 - 13,959 20,497 24,917 - - I $675,084 675,084 658,075 - 7,829,838 7 ,858 ,842 8,282,932 - - 19.~87.800 2.047.000 21.634.800 17.793.~00 - = I S28 .186.132 S 6.425 8675.084 82.184.455 811.275.899 827.160.374 - - $10,497,095 $10,497,095 $ 7,695,047 $1,955,250 1,955,250 1,719,360 - I 7,219 7,219 89,579 - 96,117 96,117 58,159 - I $ 2,288,043 2,606,250 455,840 - = 1,395,712 1,410,550 1,799,126 ~ - I (I2.'5~3.4::\il) 8271.'50~ (11.108.652) (7.598.855) 8( 8.869 .68::\) 810.600.411 8271.505 81.955.250 8 '5.463.829 8 4.218.2~6 I 819.::\16.449 810.606.856 $946.589 SI.955.250 82 .184 .4~~ 836.739.728 811.378.630 I I 3 - CITY OF ANDOVER. MINNESOTA COMBINED STATEMENT OF REVENUE. EXPENDITURES AND FUND BALANCE ALL GOVERNMENTAL FUND TYPES AND EXPENDABLE TRUST FUND YEAR ENDED DECEMBER 31. 1987 Governmental F11nd Special Debt Gener:ll Revenue Spl:"vice Revenue Taxes $ 601,682 $ 45,681 Licenses and permits 268,983 Intergovernmental revenue 526,058 $ 780 102,125 Special assessments 1,401 Charges for services 46,821 Fines and forfei ts 33,496 Interest 37,936 1,880 19,079 Other 105,607 Park dedication fees Total revenue $1,620,583 $ 4,061 $166,885 Other sources Bond proceeds Transfers from other funds 107.992 10.825 261.986 Total revenue and other sources 81.728 .~75 8 14.886 $428.871 Expenditures General government $ 46 9 ,866 $ 4,165 Pub lic safety 413,466 Pub lic works 234,814 Sanitation 10,124 Recreation 212,863 Other unallocated 104,272 Capital projects Debt service 8261 .379 Total expenditures $1 ,445,405 $ 4,165 $261,379 Other uses Transfers to other funds 102.361 796 Total expenditures and other uses 81.547.766 $ 4.961 8261.379 Increase (decrease) in fund balance $ 180,809 $ 9,925 $167,492 Fund balance (deficit) January 1 628.871 24.258 133.715 Fund balance (deficit) December 31 8 809.680 8 34.183 8301 .207 See accompanying notes to financial statements. 4 -- ,_-i- L~ ' ~I C EJ ~ c c c ~ ~ C c c c c c c c o I I ell I I J I J 1 I t 1 I j 1 I j I I I ~ I I - I -I - I = I -I I I -I Tvnes Total Capital Special Expendable (Memorandum onlv) Proiects Asses sment Trust 1987 1986 $ 2,030 $ 649,393 $ 596,722 268,983 173,777 221,384 $ 371 ,2.80 1,221,627 654,798 3,252,273 3,253,674 1,805,257 197,489 244,310 25,474 33,496 23,174 22,147 545,873 $ 11 ,402 638,317 622,711 3,308 11,406 120,321 18,926 26 .26 ~ 26 .265 40 . ~~ 0 $ 275,134 $ 4,378,321 $ 11 ,402 $ 6,456,386 $ 3,961,369 1,419,126 1,419,126 95,000 187.143 1.494,280 111 .442 2.173.668 2.783.694 SI.881.403 $ 5.872.601 S122.844 SI0.049.180 S 6.840.063 $ 474,031 $ 404,549 413,466 382,012 234,814 155,273 10,124 17,548 212,863 210,326 $ 11 ,000 $ 2,143 117,415 85,222 1,361,626 5,539,928 6,901,554 3,705,514 14.079 1.069.7~7 1.34~.215 1.082.677 $1,386,705 $ 6,611,828 $ 9,709,482 $ 6,043,121 247.038 1 .703.321 S 34.145 2.087.661 2.782.600 Sl .631. 74~ $ 8.31~.149 S 14 .14~ S11 .797.143 S 8.825.721 $ 247,660 $(2,442,548) $ 88,699 $(1,747,963) $(1,985 ,658) 111.596 (6.427.135) 182.806 (5.343 .889) (3.3~8.231) $ 361.256 $ ( 8 .869 .683) S271.~05 SO .091 .8~2) S( '; .343.889) 5 CITY OF ANDOVER. MINNESOTA COMBINED STATEMENT OF REVENUE. EXPENDITURES AND FUND BALANCE BUDGET AND ACTUAL - GENERAL AND SPECIAL REVENUE FUND TYPES YEAR ENDED DECEMBER 31. 1987 Revenue Taxes Licenses and permits Assessments Intergovernmental revenue Charges for services Fines and forfeits Other Total revenue Other sources Transfers from other funds Total revenue and other sources Expend i tures General government Public safety Pub lic works Sanitation Recreation Other unallocated Total expenditures Other uses Transfers to other funds Total expenditures and other uses Increase (decrease) ~n fund balance Fund balance January 1 Fund balance December 31 See accompany~ng notes to financial statements. 6 General Fund Blldiet Actual $ 601,232 175,424 503,681 23,470 14,000 ~3 .100 $1,370,907 97.009 S1.467.916 $ 413,950 491 ,433 267 ,445 19,293 220,647 42 .1 7 ~ $1,454,943 $ 601,682 268,983 526 ,058 46,821 33 ,496 143 . ~41 $1 ,620,583 107 .992 S1.728.575 $ 469,866 413,466 234,814 10,124 212,863 104.272 $1,445,405 103.613 102.361 SI.558.556 ~1 .';47.766 $ (90 ,640) $ 180 ,809 628.871 628.871 $ ';3 8 .23 1 $ 809.680 --------=---- - ~ [J ~ c [~ EJ c ~~ C C C C C C C C C C C C ~ .. i I J 'i I 1 I I .. 1 I I I I Total 'II I Sl'ecial Revenue Funds (Mp.morandum onlv) ] Bud~et Actual Budiet Actual I $ 601,232 $ 601,682 175,424 268,983 $ 1.401 1,401 j I $ 800 780 504,481 526,838 ~ 23,470 46,821 ~ 14,000 33,496 I 50 1.800 ~3 .150 145.423 ~ $ 850 $ 4,061 $1,371,757 $1,624,644 ~ I 8.000 10.825 10 ~ .009 11 9 . 967 S 8.850 S 14.886 S1.476.766 SI.743.461 j I $ 4,165 $ 413,950 $ 474,031 - 491,433 413,466 I 267,445 234,814 - 19,293 10 ,1 24 - 220,647 212,863 I S 8 .O~O 50.225 104.272 - $ 8.050 $ 4,165 $1,462,993 $1,449,570 ~ - I 800 796 104.411 103 .1 57 S 8.850 S 4.961 SI.567.406 Sl .~~2 .727 - I $ -0- $ 9 ,925 $ (90,640) $ 190,734 - - - I 24.258 24.258 653.129 6~3 .129 - 24.258 S 843.R6.:i S 34.183 S 562 .489 S - I - = - I ~ I I - ~ I 7 - - ~ CITY OF ANDOVER. MINNESOTA COMB INED STATEMENT OF REVENUE. EXPENSE AND RETAINED EARNINGS ALL PROPRIETARY FUND TYPES - ENTERPRISE FUNDS YEAR ENDED DECEMBER 31. 1987 Operating revenue User charges Connection charges Meters Permit fees Penalties Other Operating expense (excluding depreciation) Personal services Supplies Meters, etc. 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 income Interest expense Net loss before operating transfers Operating transfers - Net Net loss Disposition of net loss Net loss Add credit from transfer to 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. 8 ~ Tota.ls 1987 1986 $ 205,344 $ 173,256 25,176 26 ,420 13,720 12,045 6,755 4,662 3,844 229 1.649 S 248.700 $ 224.400 $ 57,306 $ 44,628 11 ,693 13 ,177 21,479 23,708 21,898 14,076 93.521 RO.~73 $ 20~.897 $ 176.162 $ 42.803 $ 48.238 $ 1.603 $ 1,083 212.930 164.168 $ 214.533 $ 165.251 $(171.730) $(117.013) $ 1,026 $ 5.443 ( 621) ( 635) $ 405 $ 4.808 $(171 ,325) $(112,205) ( 86 .007) (1.094) $(2~7 .112) $(111.29Q) $(257,332) $(113 ,299) 212.930 164.168 $ (44,402) $ SO ,869 147.738 96.869 $ 103.336 $ 147.718 ~ t~ I [~ ~J [J [~ C c c c r~ .. c c c C 01 C C C C J ~ i I '" I I I i j 'i 1 I ~ i I j J ! ! ~ I I I t I 'I ~ i I 1 ! ! I ~ ~ ! I - I - - - I - ~ - - I - - - ~ - I - ~ ~ - - I - - - I - - - - I - I I - I - 1 .... CITY OF ANDOVER. MINNESOTA COMBINED STATEMENT OF CHANGES IN FINANCIAL POSITION ALL PROPRIETARY FUND TYPES - ENTERPRISE FUNDS YEAR ENDED DECEMBER 31.1987 1987 Sources of working capital Operations Net loss Item not requ~r~ng working capital Depreciation Total provided by operations $ (257,332) 214 .531 $ (42,799) Decrease in other assets Contribution of property 18,647 3.014.978 82.990 .826 Uses of working capital Acquisition of property and equipment Decrease in deferred revenue $3,016,165 1 8 . 83 5 $3.035.000 Increase (decrease) in working capital S (44.174) Totals 1986 $ (113,299) 165.251 $ 51,952 2,433 1.343.945 SI .398.330 $1,348,270 2.387 S1 .350.657 S 47.673 Elements of change in working capital Cash and temporary investments $ (44,299) $ 19,901 Accrued interest receivable (735) 392 Accounts receivable 13 ,902 16,003 Special assessment receivable (4,148) 3,988 Due from other governmental units ( 8 ,306) 4,436 Inventory (10) 1 ,3 94 Accounts payable (1,316) 3,976 Accrued expenses 738 (2.417) Increase (decrease) in working capital S (44.174) S 47.673 See accompanying notes to financial statements. 9 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS DECEMBER 31. 1987 Note 1 - Summarv of Siinificant Accountini Policies The City operates under "Optional Plan A" form of City government according applicable State of Minnesota Statutes and provides the following services: safety. public works, sanitation, recreation, public improvements, planning zoning and general administrative services. to pub lic and The accounting policies of the City of Andover conform to generally accepted accounting principles. The following is a summary of the more significant policies: A. Reporting Entity The City has implemented National Council on Governmental Accounting Statement No.3, Definin~ the Governmental Entitv. In accordance with Statement 3, for financial reporting purposes the City's financial statements include all funds, account groups, departments, agencies, boards, commissions and other organizations over which City officials exercise oversight responsibility. Oversight responsibility includes such aspects as appointment of governing body members, budget review, approval of property tax levies, outstanding debt secured by the City's full faith and credit or revenues and responsibility for funding deficits. As a result of applying criteria of Statement No.3 certain organizations have been excluded from City's financial statements as follows: Excluded - Firemen's Relief Association. This Association is organized as a non-profit organization by its members to provide pension and other benefits to members in accordance with Minnesota statutes. The Board of Directors is elected by the members. All funding is conducted in accordance with Minnesota statutes, whereby state aids flow to the Association, and tax levies are determined by the Association. The Association pays benefits directly to its members. The Association may certify tax levies to the County directly if the City does not carry out this function. Because the Association is able to fund its program independently of the City, it is excluded from the reporting entity. Independent School District Nos. 11 and 15 (Anoka and St. Francis schools). The Districts, like all school districts in Minnesota, are completely independent of any other governmental entity. Each has its own elected Board of Education, levies its own taxes and prepares its own financial reports. 10 D c c c LJ c c c ~ c c c c c c c c c c I I 1 I J I ~ :lI I 'I I I ~ ;;; i i I I ;; I ~ ! - I i - I j - - ! I - I - - - I - - - I - - I - I - - - - I - I ~ I - - I - I CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note 1 - Summarv of Si?nificant Accountini Policies (Continued) B. 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 eight generic fund types and three 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 f07 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. PROPRIETARY FUNDS Enterprise funds - Enterprise 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. 11 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED} DECEMBER 31. 1987 Note 1 - Summarv of Si~nificant Accountin~ Policies (Continued) B. Fund Accounting (Continued) FIDUCIARY FUNDS Expendable Trust Funds - The Expendable Trust Funds are used to account for funds held in trust by the City and are accounted for in essentially the same manner as governmental funds. Agency Funds - Agency Funds are used to account for assets held by the City as an agent for individuals, private organizations, other governments, and/or other funds. Agency Funds disclose the changes in the government's custodial responsibilities. They do not involve measurement of results of operations with assets and liabilities being measured on the modified accrual basis. C. 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 and expendable trust 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 and expendable trust funds 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 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". They are concerned only with the measurement of financial position. They are not involved with measurement of results of operations. 12 .-..l-~ tJ I ~ c c ~ tJ !J c c c I~ c ~ ~ c c c c c I I 1 i I j J I I I 1 j I I 'i ~ i ~ I ! ~ I jj j ~ I ~ I ~ I J ~ I ! I -!! ~ I - - I . - I - - I - ~ - - I ~ - - I - - I - - I I - I - = CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note 1 - Summary of Siinificant Accountin~ Policies (Continued) C. Measurement Focus (Continued) 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 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. D. 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 measurement made, regardless of the measurement focus applied. Governmental funds and trust and agency 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. 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. E. Budgets and Budgetary Accounting The City follows these procedures in establishing the budgetary data reflected in 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. 13 CITY OF ANDOVER, MINNESOTA [J NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 c Note 1 - Summarv of Siinificant Accountin~ Policies (Continued) c F. Assets and Liabilities 1. Cash and temporary investments - Cash available, in excess of immediate needs, is invested temporarily in money market accounts, savings certificates and other investments authorized by State Statutes. Temporary investments are stated at cost, which approximates market. c c 2. Property taxes - Property tax levies are set by the City Council in October each year and are certified to the County for collection the following year. In Minnesota, counties act as collection agents for all property taxes. ~ ~J The County spreads the levies over all taxable property in the City. Such taxes become receivables of the City as of January 1. c Property taxes are payable in equal installments by property owners to the County as follows: Personal property - February 28 and June 30 c Real property - May 15 and October 15 c The County remits the collections to the City and other taxing districts four times year, on or before January 25, April 19, July 5, and December 4. c Unpaid taxes at December 31 become liens on the respective property and are classified in the financial statements as delinquent taxes receivable. The receivable is fully offset by deferred revenue as it is not available to finance current expenditures. c Taxes payable on homestead property (as defined by State Statutes) are partially reduced by a homestead credit. This credit is paid to the City by the State in lieu of taxes levied against homestead property. The State remits this credit in two equal installments in July and December each year. c D 3. Assessments receivable - Special assessments are levied against the benefitted 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. ~ c c c 14 c ~ 1 I 1 co i I J ! j I I ~ ;; i I ei J ~ i I 'i t i .. I j ~ '1 I 1 - .. I i - - I ~ - - I - - I - - I - I I I I I I I CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note 1 - Summarv of Siinificant Accountin~ Policies (Continued) F. Assets and Liabilities (Continued) Special assessments receivable include the following components: Unremit ted - amounts collected by Anoka County and not remitted to the City. amounts billed to property owners but not paid. assessment installments which will be billed to property owners in future years. Delinquent Deferred 4. Inventory - Inventory held by the proprietary funds is stated at cost, which is lower than market on a first-in, first-out basis. The cost of inventory is recognized as an expense at the time the items are sold or used (consumption method). 5. Fixed assets/property and equipment - Fixed assets/property and equipment 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 to arrive at a net result from operations. Subsequently, depreciation on contributed property and equipment is transferred as a reduction of contributions. 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 Machinery Furniture and equipment 50 years 20 years 3-15 years 6. Accrued liabilities include unpaid vacation pay for all City employees. Expense is recognized when the liability is accrued in the proprietary fund types. The liability for the governmental funds is recorded in the General Long-term Debt Account Group. G. Revenue, Expenditures and Expense 1. General property taxes - Revenue is recognized in the year collected, with amounts due from the County and received early in the following year included as revenue. This has the effect of recognizing general property taxes as revenue when cash is collected because of the unavailability of the delinquent taxes. 15 tJ CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 11. 1987 c Note 1 - Summarv of Si~nificant Aecountini Policies (Continued) c G. Revenue, Expenditures and Expenses (Continued) 2. Special assessments - Revenue of the governmental funds is recognized in the year collected, with amounts due from the County and received early in the following year included as revenue. All delinquent assessments receivable are offset by a credit to deferred revenue. This has the effect of recognizing assessment revenue when cash is collected because of the unavailability of the delinquent assessments. ~ tJ EJ 3. Interest on investments is recorded as revenue in the period earned. !J 4. State aids are recorded as revenue when allocations are made by a statutory formula. 5. Entitlements for General Revenue Sharing are recorded as revenue for the period of the allocation. c 6. Grants - 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. c LJ 7. Utility service charges are recognized when earned. Unbilled utility service charges are included in receivables at year-end. 8. Interest on bonded indebtedness is recorded as an expenditure when paid in the governmental fund types and is recorded when accrued in the proprietary fund types. t~ c H. Accrued Vacation, Severance and Sick Pay Vacation pay earned but not paid is recorded as an accrued liability at year end. In the governmental fund types the expenditure is recorded when paid; the accrued liability is recorded in the General Long-Term Account Group. The proprietary fund types expense vacation pay as accrued and the liability is recorded in the respective fund. c c All employees are entitled to severance pay for a portion of their allowable accumulated sick leave based, at separation with a minimum of 10 years service. The liability for severance pay is accounted for the same as accrued vacation pay. c Sick pay other than the portion that is vested as severance pay is not recorded as a liability in the financial statements. City employees are entitled to accrue sick leave to a maximum number of hours. The expense for sick leave, for all funds, is recorded when paid. c c c 16 c -I CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 JI ! , ] ) j Note 1 - Summa~ of Siinificant Accountini Policies (Continued) I. Encumbrances Encumbrances recorded in the special assessment funds represent the uncompleted portion of contracts. Encumbrances outstanding at year end are reported as reservations of fund balance since they do not constitute expenditures or liabilities. J. 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. Date 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. Note 2 - Fund Deficits Special Assessment Funds The December 31, 1987 fund balances (deficits) of the various special assessment funds were as follows: ~ ! Reserved for Unrpserved Debt E.l.1wi Encumbrances Service Desiinated Undes iina ted Total 1976A & B $144,664 $ 144,664 1 977 A $ (307,539) (307,539) 1977B 35,003 35,003 1978 (65,033) (65,033) 1979 (55,279) (55,279) 1980A (111 ,151) (111,151) 1980B 8,990 8,990 1980C 49,300 49,300 1985A (21,605) (21,605) 1985B (1,329,723) (1,329,723 ) 1986A $ 459,839 (1,032,906) ( 573,067) 1986A Refunding (51 ,930) (51,930) 1986B 28.679 149,496 (2,076,135) (1,897,960) 1986C Refunding (1,485,420) (1,485 ,420) 1987 A 1 ,517 ,126 333,404 (4,856,313) (3,005,783) 1987B 504,281 452,973 0,715,906) 058,652) Unfinanced (58,469) (58,469) Water trunk 345.922 345,922 Sewer trunk 268.049 268.049 82.0'50.086 8237.957 81.39'5.712 8(I2.'5~3 .418) 8(8.869.683) 17 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note 2 - Fund Deficits (Continued) The deficits arise primarily due to the accounting treatment of delinquent and deferred assessments receivable. Generally accepted accounting principles require that these assessments receivable not be reflected as revenue until collected. It is anticipated that the deficits will be eliminated by assessment collections and connection charges. Property taxes will be levied if necessary. Note 3 - Cash and Temnorarv Investments Cash surpluses are pooled and invested in certificates of deposit, U.S. government securities, repurchase agreements and commercial paper. Investment earnings are allocated to funds on the basis of average cash balances. Investments are stated at cost, which approximates market, and are not identified with specific funds. Cash and temporary investments at year-end consists of the following: Bank deposits including certificates of deposit with maturities within one year S 2.161.356 Investments U.S. government securities Commercial paper $ 1,822,088 9.247.171 S11.069.259 SI3.230.615 Classification per financial statements Cash and temporary investments Cash deficits $13,366,295 (11~.680) SI3.230.61~ In accordance with applicable Minnesota statutes, the City maintains deposits at depository banks authorized by the City Council. Minnesota statutes require that all deposits be protected by insurance, surety bond or collateral. If collateral is pledged as protection for the deposits, the market value of the collateral must at a minimum be 110% of the deposits not covered by insurance or bonds (140% in case of mortgage notes pledged). All funds on deposit at the depositories were fully insured and/or collateralized by collateral held in safekeeping by the City's agent in the City's name. State statutes authorize the City to invest in obligations issued by the U.S. Government or Obligations guaranteed by the U.S. Government or its agencies, repurchase agreements and commercial paper. 18 [J [J ~ [J c EJ ,J tJ c c c c c c c c c c c I I . I 1 11 j I =I 11 t I " " ~ j " ell ~ I I :i ~ I I I - - I - - I ~ I - - I - - I - - I - I - - - - I - I - I - I CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note 3 - Cash and TemDora~ Investments (Continued) The carrying value, market value and credit risk of the City's investments at year-end is as follows: Cate~orv Carrying Market 1 2 3 amount value U. S. government obligations $1,822,088 $ 1,822,088 $ 1,787,432 Commercial paper 4.104.643 85.142.528 9.247.171 9.288.389 $ -0- S'I.926.711 S~.142.528 Sl1.069.259 SI1.07~.821 The City's investments are categorized above to give an indication of the level of risk assumed at year-end. Category 1 includes investments that are insured or registered or for which the securities are held by the City or its agent in the City's name. Category 2 includes uninsured and unregistered investments for which the securities are held by the broker's or dealer's trust department or agent in the City's name. Category 3 includes uninsured and unregistered investments for which the securities are held by the broker or dealer, or by its trust department or agent but not in the City's name. Note 4 - Special A~sessments The payment of certain special assessments has been postponed in accordance with applicable City Council policy or State statutes. These assessments in the amount of $701,366 are included with the deferred special assessments receivable of the special assessment funds as of December 31,1987. These assessments will become collectible when the conditions set forth by Council policy or in the State statutes occur. It is impossible to determine when these conditions will occur. These assessments receivable are fully offset by deferred revenue. Note 5 - Due from Other Governmental Units The amounts due from other governmental units at December 31,1987 is composed of the following: General Fund Anoka County - court fines Special Assessment Funds 1987A Fund - Anoka County share of costs Enterprise Funds Sewer Fund - Metropolitan Waste Control Commission $ 2,945 371 ,280 7.198 8181.623 19 CITY OF ANDOVER. MINNESOTA [j NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 [j [J Note 6 - Proorietarv Fund Tvn~s Proner~v and Eouinment Water Spwe.r Total t~ tJ [~ A summary of proprietary fund types property and equipment at December 31. 1987 follows: Less accumulated depreciation $ 4.368 524,515 3.485.919 $4,014,802 242.603 $ 7,140 $ 11 ,508 524,515 11.082.952 $11 ,618,975 1 .115.508 ~ C Furniture and equipment Machinery Collection and distribution systems 7.597.033 $7,604,173 872 .90 5 83.772.199 86.731.268 810.503.467 Note 7 - Chan~es in General Fixed Assets A summary of changes in general fixed assets during the year follows: Land and improvements Buildings and improvements Furniture and equipment Machinery and automotive equipment Balance Balance Januarv 1 Additions Disposals December 31 $ 288,553 $131,430 $ 419,983 581,838 581.838 86,153 14 ,917 101,070 762.816 89 . ~43 852.359 81.719.360 8235.890 8 -0- 81.955.250 ,J c [J Bonds payable December 31 General Special oblil1:ation as ses sment Total $ 782,000 $17 ,011 ,500 $17 ,793 ,500 1,440,000 6,550,000 7,990 .000 (175.000) (3.973.700) (4.148.700) 82.047.000 819.~87.800 821.634.800 c C LJ Note 8 - Bonds Payable The following is a summary of bond transactions of the City for the year ended December 31, 1987: Bonds payable January 1 Issued Retired c 20 c c c o J I i " I I I I J ! j I i I 1; . . ! <; " I j ]I ;; 1 i I . I i I - - I ~ - ~ I I ~ ! I - - I i - I - - I - - = ~ = I - - I - - - I = I I I CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note 8 - Bonds Pavable (Continued) Bonds payable at December 31, 1987 are comprised of the following individual issues: General obligation bonds: $430,000 Improvement Bonds of 1978 (11/1/78) due in varying annual installments through February 1, 1989; interest at 5.55% to 5.60% $30,000 Certificates of Indebtedness (10/1/83) due in annual installments of $6,000 through October 1. 1988; interest at 7.50% $510,000 State Aid Street Bonds (9/10/84) due in annual installments of $50,000/$60,000 through September 1, 1994; interest at 7.50% to 9.00% $100,000 Certificates of Indebtedness (11/1/85) due in annual installments of $20,000 through May 1, 1990; interest at 7.5% $95,000 Certificates of Indebtedness (6/1/86) due in annual installments of $19,000 through June 1, 1991; interest at 7.00% to 7.60% $170,000 Certificates of Indebtedness (2/1/87) due in annual installments of $34,000 through February 1, 1992; interest at 5.75% to 6.20% $1,065,000 Tax Increment Bonds of 1987A (5/1/87) due in varying annual installments through August 1, 2005; interest at 8.25% to 9.90% $205,000 Tax Increment Bonds of 1987B (12/1/87) due December 1. 1990; interest at 8.10% Special assessment bonds $1,635,000 General Obligation Improvement Bonds of 1976 (8/1/76) due in varying annual installments through February 1,1997; interest at 6.30% to 6.80% $56,000 General Obligation Improvement Bonds of 1976B (11/1/76) due in annual installments of $2,800 through November 1, 1996; interest at 6.25% to 6.75% $1,215,0000 General Obligation Improvement Bonds of 1977A (3/1/77) due in varying annual installments through January 1, 2006; interest at 5.00% $780,000 General Obligation Improvement Bonds of 1977B (10/1/77) due in varying annual installments through February 1. 1998; interest at 5.25% to 5.50% 21 $ 105,000 6,000 360,000 60,000 76,000 170,000 1,065,000 20 ~ .000 $ 2.047.000 $ 1,035,000 25,200 975,000 535,000 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note R - Bonds Pavable (Continued) Special assessment bonds (continued) $270,000 General Obligation Improvement Bonds of 1978 (ll/1/78) due in varying annual installments through February 1, 1999; interest at 5.50% to 6.00% $270,000 General Obligation Improvement Bonds of 1979 (11/1/79) due in varying annual installments through February I, 1995; interest at 6.50% $430,000 General Obligation Improvement Bonds of 1980A (6/1/80) due in varying annual installments through February 1, 1991; interest at 6.60% to 6.90% $98,000 General Obligation Bonds of 1980B (8/1/80) due in annual installments of $4,900 through February 1, 2001; interest at 7.00% $4,365,000 General Obligation Improvement Bonds of 1980C (10/1/80) due in varying annual installments through February 1,1990, interest at 8.50% $300,000 General Obligation Improvement Bonds of 1985A (8/1/85) due in varying annual installments through February I, 2000; interest at 8.86% to 9.60% $2,350,000 General Obligation Improvement Bonds of 1985B (8/1/85) due in varying annual installments through August 1, 2000; interest at 8.04% to 9.00% $1,795,000 General Obligation Improvement Bonds of 1986A (7/1/86) due in varying annual installments through August 1, 2001; interest at 5.25% to 7.90% $180,000 General Obligation Refunding Improvement Bonds of 1986A (8/1/86) due in annual installments of $36,000 through August 1, 1991; interest at 6.50% - 7.25% $2,600,000 General Obligation Improvement Bonds of 1986B (10/1/86) due in varying annual installments through October 1, 1996; interest at 5.00% - 6.30% $2,485,000 General Obligation Improvement Refunding Bonds of 1986C (8/1/86) due in varying annual installments through August 1, 2002; interest at 6.00% - 7.40% $5,000,000 General Obligation Improvement Bonds of 1987A (8/1/87) due August 1, 1990; interest at 5.25% $1,550,000 General Obligation Improvement Bonds of 1987B (12/1/87) due December 1,1990; interest at 6.00% 22 $ 195,000 180,000 225,000 68,600 520,000 270,000 2,250,000 1,720,000 144,000 2,410,000 2,485 ,000 5,000,000 1.'5'50.000 F9.'587.800 t El [l c c El El IJ ~ C [J tJ c c c c c c c c -- --- - -=-'-- CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note 8 - Bonds Pavable (Continued) The annual requirements to amortize all. debt outstanding as of December 31,1987, including interest payments of $8,849,227 are as follows: I '1! ~ Special General as ses sment ohliiation Total 1988 $ 2,099,418 $ 355,591 $ 2,455,009 1989 2,132,976 332,628 2,465,604 1990 8,679,096 492,434 9,171 ,530 1991 1,777,605 259,904 2,037,509 1992 1,639,137 236,016 1,875,153 1993 - 1997 7,328,005 800,145 8,128,150 1998 - 2002 3,040,740 675,737 3,716,477 2003 - 2005 231.000 403.~95 6~4.595 $26.927.977 S3 .556 .050 S30 .484 .027 '" i J $301,207 is available in the Debt Service Funds to service the General Obligation Bonds. ! j ~ 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. Note 9 - Lon~-term P~vables Included in the General Long-term Debt Account Group are the following long-term payables: 1. Special assessments on City property of $81,589 are payable in varying amounts at annual interest rates of 6.25% to 10.7% through 2001. 2. Installment contract of $10,267 for equipment purchase with interest at 11.5% per annum. -, Principal Interest Total 1988 $ 1,612 $1 ,097 $ 2,709 1989 1,808 901 2,709 1990 2,027 682 2,709 1991 2,272 437 2,709 1992 2.548 161 2.709 S10.267 S~ .278 S13.545 23 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note 9 - Lon~-term Pavables (Continued) 3. Payable of $13,959 to the Metropolitan Waste Control Commission, with interest at 5.36% per annum. Princinal Int~rest Total 1988 $ 3,550 $ 750 $ 4,300 1989 3 ,742 558 4,300 1990 3 ,943 357 4,300 1991 2.724 148 2.872 S13.959 Sl.813 S15.772 Note 10 - Chanfes in G~neral Loni-term D~bt Changes in General Long-term Debt during the year were: Balance Balance December 31 J:lnuary 1 Additions Delp-tions Bonds and certificate of indebtedness Assessments on City property Contract payable Equipment purchase Due to Metropolitan Waste Control Commission Accrued vacation pay Governmental funds $ 782,000 $1,440,000 86,501 $175,000 4,912 $2,047,000 81,589 524 10,267 524 10,267 17 ,329 3,370 13,959 31.640 22 .390 9 .2 ~o S 908.744 S1.459.517 S183.806 S2.184.455 Note 11 - Defined Benefit Pension Plan - Stat~wide A. Plan Description All full-time and certain part-time employees of the City are covered by a defined benefit pension plan administered by the Public Employees Retirement Association of Minnesota (PERA). PERA administers the Public Employees Retirement Fund which is a cost-sharing multiple-employer public employee retirement system. The payroll for employees covered by the PERA plan for the year ended December 31,1987, was $387,860; the City's total payroll was $41 0 ,7 SO . All full-time employees and certain part-time employees are eligible to participate in the plan. Public Employees Retirement Fund members belong to either the Coordinated Fund or the Basic Fund. Coordinated members are covered by Social Security and Basic members are not. The PERA plan provide pension benefits, deferred annuity, and death and disability benefits. Benefits are established by State statute. 24 v- .~-'--- tl ~ ~ El El EJ tJ C ~ C [J c c c ~ c c c c I I i I J I . I I w . ~ ~ ! I i ! 1 I I J I t ~ I I - I - - I - I - - - I - - - I I I I I CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note 11 - Dp-fined Banefit Pp-nsion Plan - S~atp-wide (Continued) A. Plan Description (Continued) Retirement benefits for members of the Basic and Coordinated Funds are as follows: (a) When age plus years of service equal 90, the full unreduced normal annuity is payable. (b) As early as age 55 with at least 5 years of paid service credit; annuity reduced 1/4 percent for each month under age 65. (c) Any age with at least 30 years, reduced by 1/4 percent for each month under age 62. (d) Age 65 or older with at least one but less than 5 years of paid service credit (proportionate annuity). Must terminate service at age 65 or older. (e) Age 55 with at least 5 years of paid service credit or any age with at least 30 years representing PERA service combined with other fund coverage. A member who terminates public service with five or more years of credited allowable service may leave his or her amount in the fund to qualify for an annuity at retirement age. The annuity as determined under the formula will be increased from the first of the month following date of termination at prescribed interest rates. The former member may accept a refund at any time prior to the date retirement annuity begins. The funds also provide various death and disability benefits. whereby the disabled employee or surviving spouse is entitled to receive amounts determined as defined by the funds. B. Contributions Required and Made Covered employees are required by State statute to contribute fixed percentages of their gross earnings to the pension plan. The City makes annual contributions to the pension plan in the amount required by state statutes. Current contribution rates for the plans are as follows: EmDIQvee Additional e~lover Emplover Public Employees Retirement Fund Basic Fund Coordinated Fund 8% 4% ~ 4% 2-1/2% 1/4% Total contributions made during 1987 were $31,998, of which $16,484 was made by the City and $15,514 was made by employees. These contributions represented 52 percent (City) and 48 percent (employees) of the covered payroll. 25 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note 11 - Defined Benefit Pension Plan - Statewide - (Continued) C. Funding Status and Progress The "pension benefit obligation" is a standardized disclosure measure of the present value of pension benefits, adjusted for the effects of projected salary increases and step-rate benefits, estimated to be payable in the future as a result of employee service to date. The measure. which is the actuarial present value of credited projected benefits, is intended to help users assess the PERA's funding status on a going-concern basis, assess progress made in accumulating sufficient assets to pay benefits when due, and make comparisons among Public Employees Retirement Systems and employers. PERA does not make separate measurements of assets and pension benefit obligation for individual employers. The pension benefit obligations of PERA as of June 30, 1987, were as follows: Public Employees Retirement Fund (in millions) Total pension benefit obligations Net assets available for benefits, at market $ 2,839 2.609 Unfunded pension benefit obligation ~ 230 The actuarial calculations of annual contributions include amounts that would be required to achieve full (100 percent) funding by the year 2009. The measurement of the pension benefit obligation is based on an actuarial valuation as of June 30. 1987. Net assets available to pay pension benefits were valued as of June 30,1987. The City's contribution for the year to the PERA plan represented .02 percent of total contributions required of all participating entities. Ten-year historical trend information is presented in PERA's Comprehensive Annual Financial Report for the year ended June 30. 1987. This information is useful in assessing the pension plan's accumulation of sufficient assets to pay pension benefits as they become due. D. Related Party Investments During 1987 and as of June 30,1987, PERA held no securities issued by the City or other related parties. E. The City's contributions for Federal Social Security (FICA) and Medicare plans for the year were $28,251. 26 c c ~ [J EJ [J c c ~ LJ c ~ c [~ c c c c c I I I I I "' j I i I I 1 j . . I I '" j I ! I I - I - I I I I I I I I CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note 12 - Fund EQuitv A. The December 31, 1987 reservations of fund equity are: Governmental Fund Types Debt service funds Debt service Capital project funds Debt service Special assessment funds Debt service Encumbrances 8 301 .207 8 17.000 $ 237,957 2.0'50.086 82.288.043 Total 82.606.2 '50 Proprietary Fund Type Enterprise funds - Water Fund - equipment 8 7.219 B. The December 31,1987 designations of fund equity are: Governmental Fund Types General Fund Subsequent year's expenditures Special assessment funds Construction $ 14,838 1.39'5.712 Total 81.410.~50 Note 13 - Seiment Information for Enternrise Funds Segment information for the City's two enterprise funds for the year ended December 31, 1987 is as follows: Water Sewer Total Operating revenue $ 113,506 $ 135,194 $ 248,700 Depreciation 82,131 132 ,402 214,533 Operating loss 55,506 116,224 171 ,730 Operating transfers - Out 1,349 84,658 86,007 Net loss 57,049 200,283 257,332 Property, plant and equipment Additions 961,890 2,054,275 3,016,165 Working capital 27,003 69,961 96,964 Contributions of plant and equipment 961,297 2,053,681 3,014,978 Total assets 3,803,508 6,803,348 10,606,856 Equity Contributed 3 ,769,877 6,727,218 10,497,095 Retained earnings Reserved 7 .219 7,219 Unreserved 22,106 74,011 96,117 27 CITY OF ANDOVER. MINNESOTA NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31. 1987 Note 14 - Defined Contribution Pension Plan - Firefi~hters All firefighters are members of the Andover Firefighter's Relief Association. The Association provides pension, disability and funeral benefits to its members. Payments to members are for their individual account balances. The City's contribution under the plan is $250 per member per year. During 1987, the City contributed $5,250 to the Association. Note 15 - Contin~ent Liabilities The City participated in federally assisted grant programs, principal of which were the General Revenue Sharing and Community Development Block Grant programs. These programs are subject to program compliance audits by the grantors or their representatives. The audits of these programs for 1987 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. 28 tJ 01 !J i c ~ EJ c c c c [j C c [j c c c c c CITY OF ANDOVER. MINNESOTA GENERAL FUND BALANCE SHEETS DECEMBER 11.1987 AND 1986 AS SE TS Petty cash Cash and temporary investments Accrued interest receivable Taxes receivable Unremit ted Delinquent Accounts receivable Due from other governmental units Total asse ts LIABILITIES AND FUND BALANCE Liabilities Accounts payable Accrued expenses Due to other governmental units Deferred revenue Total liabilities Fund balance Unreserved Designated for subsequent year's expenditures Undesignated Total liabilities and fund balance 29 1987 1986 $ 350 $ 300 795,546 606,762 3,567 3,790 89,024 70,352 25,055 27 ,770 758 1,783 2.945 2.129 8917.245 8712.8a6 $ 59,372 $ 37,898 16,600 10,759 6,538 7,588 25.055 27 .770 S107.565 S 84.01~ $ 14,838 794.842 8809.680 $ 40,000 588.871 8628.871 8917.245 8712.886 CITY OF ANDOVER. MINNESOTA t: GENERAL FUND STATEMENT OF REVENUE. EXPENDITURES AND FUND BALANCE - BUDGET AND ACTUAL YEAR ENDED DECEMBER 31. 1987 (with comparative actual amounts for the year ended December 31,1986) c ~ Bud~et Revenue Taxes Licenses and permits Intergovernmental Charges for services Fines and forfeits Other 1987 Actual 1986 Actual [J EJ $ 601,232 $ 601,682 $ 546,472 175,424 268,983 173,777 503,681 526,058 506,727 23,470 46.821 25,474 14,000 33,496 23 ,174 53 .100 143.543 39.'i37 $1,370,907 $1,620,583 $1,315,161 103.613 102.361 66.067 SI . 5 ~8 . ~ ~6 SI.~47.766 SI.249.014 $ (90,640) $ 180,809 $ 134,378 628.871 628.871 494.493 S ~3 8 .23 1 S 809 680 S 1'>28.871 Total revenue Other sources Transfers from other funds Total revenue and other sources 97.009 SI.467.916 Expenditures General government Public safety Public works Sanitation Parks and recreation Unallocated Total expenditures $ 413,950 491,433 267,445 19,293 220,647 42 .1 7 ~ $1,454,943 Other uses Transfers to other funds Total expenditures and other uses Increase (decrease) in fund balance Fund balance January 1 Fund balance December 31 30 107.992 Sl.728 .~75 $ 469,866 413,466 234,814 10,124 212,863 104.272 $1,445,405 c 68.231 S1.381.392 c C tJ C ~ C C C C C C C C $ 394,042 382 ,012 155,273 17,548 210,326 23.746 $1,182,947 .. CITY OF ANDOVER. MINNESOTA GENERAL FUND SCHEDULE OF REVENUE - BUDGET AND ACTUAL YEAR ENDED DECEMB ER 31. 1987 (with comparative actual amounts for the year ended December 31,1986) 1987 1986 Budll'et Actual Actual Taxes General property taxes $ 580,232 $ 582,141 $ 513,960 Penalties and interest 21 .000 19.541 32 .512 S 601.232 S 601 .682 S 546.472 Licenses and permits Business $ 14,334 $ 14,414 $ 15,647 Non-busines s 161 .090 254.569 158.130 S 175.424 S 268.983 S 173.777 Intergovernmental Local governmental aid $ 230,653 $ 230,355 $ 218,020 Homestead credit 235,668 235,668 222,373 CDBG 18,474 23,299 State highway aid 22,360 22,260 25,297 Insurance premium tax 15.000 19.301 17.738 S ~03.681 S 526.058 S ~06.727 Charges for services General government $ 14,970 $ 41 ,468 $ 21,335 Public safe ty 2,200 1,446 1,784 Utility funds 6.300 3.907 2 .~~ I) S 23.470 S 46.821 S 25.474 Fines and forfeits S 14.000 S 33.496 S 23.174 Other Interest $ 20,000 $ 37,936 $ 25,644 Sale of land (school site) 49,835 Reimbursement from improvement projects 29,000 21,263 Miscellaneous 1 ,100 5 ,06 8 7 ,323 Refunds and reimbursements 3.000 29.441 6.570 S 53 .1 00 S 143 . ~43 S 39.537 Total revenue SI.370.907 SI .620.583 S1.31~ .161 Other sources - Transfers from other funds Revenue Sharing Fund $ 800 $ 796 $ 40 ,873 1987 Equipment Fund 45,842 Park Fund 27,209 27,209 Administrative Trust Fund 69.000 14.145 27.3~8 S 97.009 S 107.992 S 68.231 Total revenue and other sources Sl.467.916 Sl.728.575 SI.383.39l 31 CITY OF ANDOVER. MINNESOTA [J GENERAL FUND E~ SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL YEAR ENDED DECEMBER 31. 1987 (with comparative actual amoun ts for the year ended December 31, 1986) El 1987 1986 EJ Budiet Actual Actual General government ~ Counc il Personal services $ 21,097 $ 16,398 $ 16,690 Supplies 26 204 E~ Other services and charges 8.080 7.4l1 7.420 $ 29.177 $ 23 . 83 ~ $ 24.314 Mayor ~ Personal services $ 3,860 $ 3,857 $ 3,215 Other services and charges 400 140 177 $ 4.260 $ 3.997 $ 1.392 ~ Committees Personal services $ 500 C Operating expenses 650 $ 181 $ 1 .1 ~o $ 181 Elections C Personal services $ 7,321 Supplies 449 Other services and charges 125 C Capital outlay $ -0- $ -0- $ 7.895 Newsletter C Personal services $ 1,200 $ 996 Operating expenses 3.600 3.430 $ 4.800 $ 4.426 C Administration Personal services $ 47,083 $ 65,583 $ 63,459 ~ Supplies 1 ,300 3,455 2,258 Other services and charges 1,780 2,312 2,822 Capital outlay 1.000 1.815 2.182 C $ 51 .161 $ 73 .16~ $ 70.721 Financial administration Personal services $ 6,948 $ 10,763 $ 6,985 C Supplies 100 80 57 Other services and charges 200 82 355 Capital outlay 400 107 C $ 7.648 $ 11.032 $ 7.397 C 32 C --- - --,- j I I I I I I I I i 1 I I I I I I I I - I - I ~ I - I - I I I ~ J 1 ~ .. t . ~ j CITY OF ANDOVER. MINNESOTA GENERAL FUND SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) YEAR ENDED DECEMBER 31. 1987 (with comparative actual amounts for the year ended December 31,1986) 1987 Budiet A~tual General government (continued) Accounting Personal services Supplies Other services and charges Capital outlay $ 27 ,190 4,000 750 600 $ 32.540 Assessing Other services and charges S 17.700 Consulting staff Auditing Legal $ 9,200 27 . ~08 $ 36.708 Planning and zoning Personal services Supplies Other services and charges Capital outlay Other $ 20,914 2,200 1,780 1 ,000 1.000 $ 26.894 Buildings (included in total general gov.) Administration building Personal services Supplies Other services and charges Capital outlay $ 2,184 4,500 13 ,700 66.500 $ 86.884 Fire department building Supplies Other services and charges Capital outlay $ 6,500 9,900 2.300 $ 18.700 Public works building Personal services Supplies Other services and charges Capital outlay $ 250 6,150 8 ,760 3.000 $ 1 8.160 33 $ 43,158 1,843 2,244 1.373 $ 48.618 $ 18.4~6 $ 6,500 39.914 $ 46.414 $ 29,139 2,392 2,376 1,541 317 $ 35.76~ $ 2,502 5,201 11 ,325 85 .433 Sl04.46l $ 2,320 5,659 3.349 $ 11 .328 $ 9,691 2,132 5,098 6.721 S 23.642 1986 Art:ual $ 30,828 1,004 390 '58 $ 12.280 $ 16.994 $ 9,400 47.234 $ ~6.634 $ 10,324 1,829 1,457 1,264 7'5 $ 14.949 $ 3,052 4,438 12,752 15.830 $ 36.072 $ 3 ,393 8,262 666 $ 12.321 $ 15,195 4,393 8,876 7.336 $ 3~ .800 CITY OF ANDOVER. MINNESOTA [J 1986 Actual C ~I I: GENERAL FUND SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) YEAR ENDED DECEMBER 31. 1987 comparative actual amounts for the year ended December 31, 1986) $ 936 $ 470 $ 697 2,700 1,141 1,160 4,800 3,794 4,905 600 S 9.036 S ~ .405 S 6.762 $ 300 $ 31 850 1.700 1.115 S 2.850 $ 1.146 S135.630 SI45.982 S 90.955 $ 56,080 $ 45,091 $ 47,029 2,500 3,134 3 ,940 4,100 4,801 2,691 1.200 2.100 2.982 S 63.880 ~ 55.126 S 56.642 S 2.400 8 2.869 S 11.869 8413.950 S469.866 S394.042 (with 1987 Budiet Actual General government (continued) Buildings (continued) Senior citizen center Personal services Supplies Other services and charges Capital outlay Storage building Supplies Other services and charges Capital outlay Total buildings Engineering - staff Personal services Supplies Other services and charges Capital outlay Engineering - consultant Other services and charges Total general government Public safety Police protection Other services and charges Capital outlay $192,331 $232,142 100 8232.242 $192.131 Fire protection Personal services Supplies Other services and charges Relief Association Capital outlay $ 53 ,342 9,900 46,230 20,500 23.700 Sl ~3 .672 $ 40 .562 8,194 12,370 24.551 21.156 S106.813 34 ~ $188,276 I IJ I I ~ ! C C C c CI c c c c c c c S188,276 $ 33,431 8,227 31,133 24.488 15.177 S112.656 - '" I I 1 !! CITY OF ANDOVER. MINNESOTA "" I I GENERAL FUND ~ SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL ( CONTINUED) ~ YEAR ENDED DECEMBER 31 . 1987 l j I ( wi th comparative actual amounts for the year ended December 31, 1986) j I j I 1987 1986 J J Budil~t A"tual Artual ! I Public safety (continued) j Rescue service 1 I Personal services $ 11 ,50S $ 12,758 $ 9,807 ; Supplies 2,670 1,807 1,071 Other services and charges 12,150 3,145 5,003 !! I Capital outlay 1.000 1.148 1.891 j I 8 27 .32 ~ 8 18.858 8 17.772 i I Protective inspection Personal services $ 48,894 $ 64,474 $ 38,832 - Supplies 4,100 4,047 4,854 I Other services and charges 14,900 15,072 10,165 Capital outlay 1,000 2,990 1,007 - Other 1.000 - 8 69.894 8 86.583 $ 54.858 c . I Civil defense Other services and charges 8 1.800 8 740 8 381 I Anima 1 control - Personal services $ 88 - Supplies $ 100 $ 232 I Other services and charges 6.400 B.01' 7.817 - 8 6.500 8 8.121 8 8.069. ~ I Total pub lic safety 8491.433 8413.466 8382.012 - - Pub lic works I Streets and highways Personal services $ 39,635 $ 47,304 $ 37,180 - Supplies 19,0 SO 15,033 18,297 - Other services and charges 17,300 10,291 22,348 - I Capital outlay 93.545 79.027 7.498 - 8169 . 53 0 8151.655 8 85.323 - - Snow and ice removal - I - Personal services $ 27,220 $ 21,099 $ 22,650 Supplies 29,675 21,095 22,022 Other services and charges 12,320 3,847 11,113 I Capital outlay 9.980 15 .250 65~ 8 79 .19~ 8 61 .291 8 56.440 - I Street signs Personal services $ 3,675 $ 9,354 $ 6,266 Supplies 2,950 2,733 4,842 I Other services and charges 250 128 415 Capital outlay 2.645 3.659 792 8 9.~20 8 15.874 8 12 .315 I 35 CITY OF ANDOVER. MINNESOTA GENERAL FUND SCHEDULE OF EXPENDITURES - BUDGET AND ACTUAL (CONTINUED) YEAR ENDED DECEMBER 31. 1987 (with comparative actual amounts for the year ended December 31, 1986) 1987 Bud~et Actual Public works (continued) Street lighting Other services and charges S 9.200 Total public works S 267.445 Sanitation Storm sewers Personal services Supplies Other services and charges Capital outlay $ 10,359 4,000 2,700 750 S 17.809 Trees and weed control Personal services Supplies Other services and charges Capital outlay $ 644 460 280 100 S 1.484 Total sanitation S 19.293 Parks and recreation Personal services Supplies Other services and charges Community education programs Assessments Capital outlay $ 54 .3 85 15,200 9,035 27 ,340 32.478 82.209 S 220.647 Unallocated CDBG Metropolitan Waste Control Commission Insurance Improvement projects Misc e llane ous Tax increment financing $ 4,300 17 ,350 5,875 14,650 S 42.175 Total expenditures Sl .4~4.943 Other uses Transfers to other funds Certificates of Indebtedness Fund LR~MO 1986 Equipment $ 95,613 8,000 S 103.613 Total expenditures and other uses SI.~58.556 36 S '5.994 S 234.814 $ 5,609 1,301 759 S 7.669 $ 2,186 158 111 S 2.4'55 S 10.124 $ 60,292 17 ,536 2,462 27 ,340 12,854 92 .379 S 212.863 $ 25,546 4,300 63,131 6,000 5,295 S 104.272 Sl .44'5 40 ~ $ 91,598 10,675 88 S 102.361 SI.'547.766 1986 A"tua1 S 1 .19~ S 15'5.273 $ 6,522 4,429 3,100 2 .61~ S 16.666 $ 550 164 168 S 882 S 17 .~48 $ 41,763 11 ,473 6,649 25,914 12,853 111.674 S 210.326 $ 4,300 11,620 4,086 3.740 S 23.746 SI.IH2,947 $ 66,067 S 66.067 SI .249.014 [J EJ ~ C ~ C C ~ ~ C .~ I i~ ' c c c c c c ~ c .I i I . J I '" j i I 1 I I I ~ 1 I ~ ~ J I J I i I ~ I - I - I = I - I I ~ I - I I I ... CITY OF ANDOVER. MINNESOTA SPECIAL REVENUE FUNDS COMBINING BALANCE SHEET DECEMBER 11.1987 (with comparative totals for December 31,1986) Drainage and Totals LRRWMO Mappini 1987 1986 ASSETS Cash and temporary investments $ 3 ,910 $28,774 $32,684 $24,627 Accrued interest receivable 21 165 186 163 Taxes receivable Unremitted 2,786 Delinquent 192 Special assessment receivable Unremitted 1,313 1,313 2,144 Delinquent 343 343 1.794 Total as se ts 8 3.931 830 .~9~ 834.526 831.706 LIABILITIES AND FUND BALANCE Liabilities Cash deficit Deferred revenue Total liabilities $ 5,462 8 343 8 343 1.986 $ 343 $ 343 $ 7,448 8 3.931 30.252 34.181 24.258 8 3.931 830.595 814.526 831.706 Fund balance Unreserved-Undesignated Total liabilities and fund balance 37 CITY OF ANDOVER. MINNESOTA SPECIAL REVENUE FUNDS COMBINING STATEMENT OF REVENUE. EXPENDITURES AND FUND BALANCE YEAR ENDED DECEMBER 31 . 1987 (with comparative actual amounts for year ended December 31, 1986) Drainage Revenue and Totals Sharine- LRRWMO M~ppinf 1987 1986 Revenue Taxes $ 5,388 Homestead credit 2,426 Federal grant $ 780 $ 780 40,159 Special assessments $ 1,401 1,401 Interest 28 8 85 1.767 1.880 731 Total revenue $ 808 $ 85 $ 3,168 $ 4,061 $48,704 Other sources Transfers from other funds 10.67'5 1 '50 10.825 826.934 Total revenue and other sources 8 808 $1 0 .7 60 8 ~ .318 814.886 87~.638 Expenditures Other services and charges 8 12 8 4.1 "3 S 4.165 SlO."07 Other uses Transfer to General Fund ~ 796 8 796 840 .873 Total expenditures and other uses $ 808 $ 4.1'53 8 4.961 $'51.380 Inc rease (decrease) in fund balance $ -0- $ 6,607 $ 3 ,318 $ 9 ,925 $24,258 Fund balance (deficit) January 1 -0- $(2.676) 826 .934 S24.258 -0- Fund balance ( deficit) December 31 8 -0- 8 3.931 830.2 '52 8~4 .183 824.258 38 ___l- [l C tJ tJ [J C c [J c c [J C C C C C c m m J i I I 1 I I i I ~ ;; i I 'I J I i ~ i I I I I I I i i ;I j I ! 1 .i i ~ j J I I I I I ~ ~ . i I I I I I I .. i ~ ~ i CITY OF ANDOVER. MINNESOTA SPECIAL REVENUE FUND - REVENUE SHARING FUND STATEMENT OF REVENUE. EXPENDITURES AND FUND BALANCE - BUDGET AND ACTUAL YEAR ENDED DECEMBER 31. 1987 (with comparative actual amounts for year ended December 31,1986) Rpvenl1e Feder'!l ~r"nt Interest 1987 1986 _~.Il..e_~ Actual Actual $ 800 $ 780 $ 40,159 50 28 714 $ 850 $ 808 $ 40.873 Expenditures Other services and charges $ $ so 12 Other uses Transfer to General Fund Total expenditures and other uses $ 796 808 $ 40.873 $ 40 .873 800 850 $ Increase (decrease) in fund balance $ $ $ -0- -0- -0- Fund balance January 1 -0- -0- -0- Fund balance December 31 $ $ $ -0- -0- -0- 39 CITY OF ANDOVER. MINNESOTA SPECIAL REVENUE FUND - LRRWMO FUND BALANCE SHEETS DECEMBER 31. 1987 AND 1986 AS SE TS 1987 1986 $ 3 ,910 21 $ 2,786 192 $ 3.910 $ 2.978 Cash and temporary investments Accrued interest receivable Taxes receivable Unremitted Delinquent Total assets LIABILITIES AND FUND BALANCE Liabilities Cash deficit Deferred revenue Total liabilities $ 5,462 192 $ 5.654 $ 3.910 (2.676) s 1.910 S 2.978 Fund balance (deficit) Unreserved - Undesignated Total liabilities and fund balance STATEMENT OF REVENUE. EXPENDITURES AND FUND BALANCE - BUDGET AND ACTUAL YEAR ENDED DECEMBER 31. 1987 (with comparative actual amount for year ended December 31,1986) 1987 1986 Budiet Actual Actu:tl Revenue General property taxes $ 5,388 Homestead credit 2,426 Interest $ 85 17 Total revenue $ -0- $ 85 $ 7 ,831 Other sources Transfer from General Fund $ 8.000 $ 10.67~ Total revenue and other sources $ 8.000 $ 10.760 S 7.811 Expenditures Other services and charges $ 8.000 S 4.153 S 10 . ~07 Increase (decrease) in fund balance $ -0- $ 6,607 $ (2,676) Fund balance (deficit) January 1 (2.676) (2.676) -0- Fund balance (d.eficit) December 31 $ (2.676) $ 3.931 $ (2.676) 40 ~-- c ~ C C C C C ~ C C C C C C C C C C D I oil I I I I 1 t . I J .. j I I i ~ .. 11 ~ ! I i " ~ i ! I j 1 " i ~ j I 1 I j . I j - :1 I " i . I - - I = - I = - ~ - I - - - I - - I - I - ~ - = I - I I CITY OF ANDOVER. MINNESOTA SPECIAL REVENUE FUND - DRAINAGE AND MAPPING FUND BALANCE SHEETS DECEMBER 31. 1987 AND 1986 1987 1986 ASSETS Cash and temporary investments Accrued interest receivable Special assessment receivable Unremitted Delinquent $ 28,774 $ 24,627 165 163 1,313 2,144 343 1.794 $ 30.'595 $ 28.728 Total assets LIABILITY AND FUND BALANCE Liab il i ty Deferred revenue $ 343 $ 1,7 94 Fund balance Unreserved Undesignated 30.252 26.934 Total liability and fund balance $ 30.595 $ 28.728 STATEMENT OF REVENUE. EXPENDITURES AND FUND BALANCE - BUDGET AND ACTUAL YEAR ENDED DECEMBER 31. 1987 (with comparative actual amount for year ended December 31, 1986) 1987 1986 Budl!et Actual Actual Revenue Special assessments $ 1,401 Interest 1.767 $ 3,168 Other sources Transfers from special assessment funds 150 $ 26.934 Total revenue and other sources $ -0- $ 3.318 $ 26 .934 Increase in fund balance $ -0- $ 3,318 $ 26,934 Fund balance January 1 26.934 26 .934 -0- Fund balance December 31 $ 26 .934 $ 30.252 $ 26 .934 41 THIS PAGE LEFT BLANK INTENTIONALLY 42 c c c c c c c c c c c ~ ~ c c ~ c c c c - , ------- CITY OF ANDOVER. MINNESOTA DEBT SERVICE FUNDS COMBINING BALANCE SHEET DECEMBER ~1. 1987 (with comparative totals for December 31,1986) ~ j j I ;; LIAB ILITIES AND FUND BALANCE Liabilities Cash deficit Deferred revenue Total liabilities $ 3.606 $ 3,606 $ ~.606 $ 3,606 $ 36,850 2.465 $ 39,315 Fund balance - Reserved for debt service 146.403 $ 133 $154.671 301 .207 113.7l~ Total liabilities and fund balance $1'50.009 $ 133 $154.671 $304.813 $173.030 ~ i 1 t i ~ ! 'i ~ I . . 43 CITY OF ANDOVER. MINNESOTA DEBT SERVICE FUNDS COMBINING STATEMENT OF REVENUE. EXPENDITURES AND FUND BALANCE YEAR ENDED DECEMBER 31. 1987 (with comparative totals for year ended December 31.1986 1978 G.O. Bonds Certificates of Indebtedness Revenue General property taxes State aid Homestead credit Interest Total revenue $ 45,681 18,501 5.983 $ 70 .165 Other sources Transfers from other funds General Fund $ 91,598 Capital project funds Enterprise funds 3.221 Total other sources $ 94 .81 9 Total revenue and other sources S 70.165 $ 94.819 Expenditures Redemption of bonds $ 50,000 $ 75,000 Interest and service charges 7.477 19.819 Total expenditures $ ~7 .477 $ 94.819 Increase in fund balance $ 12,688 $ -0- Fund balance January 1 133.715 -0- Fund balance December 31 $146.403 $ -0- 44 ----==-- ~~ c D ~ c c c ~ c c c c c c c c c c c c ~ I I J I I I J ! i I I . t I I J Tax i I State Aid Increment Totals I Bonds Bonds 1987 1986 I I ~ $ 45,681 $ 44,862 J $ 83 ,624 83 ,624 86,850 . 18,501 18,636 I 409 $ 12.798 19.079 3.853 $ 83 .922 $ 12.798 $166.885 $1~4.201 - ~ I i $ 91 ,598 $ 66,067 $167,167 167,167 I 3.221 2.758 ~ S167.167 S261.986 $ 68 . 82 ~ ~ I $ 83.922 $179.965 $428.871 $223.026 ~ $ SO ,000 $175,000 $151.000 - I 11.789 $ 2 ~.2 94 86.379 ~ 9. 7 8~ - $ 83 .789 $ 2<; .294 $261.379 $210.785 - - - $ 133 $154,671 $167,492 $ 12 ,241 - I ~ -0- -0- 133.715 121.474 - I $ 113 Sl ~4.671 $301.207 $133.715 - - I - ~ - - - I - = I - - = I - - - I - - I 45 CITY OF ANDOVER. MINNESOTA CAPITAL PROJECTS FUNDS COMBINING BALANCE SHEET DECEMBER 31. 1987 (with comparative totals for December 31,1986) AS SE TS Cash and temporary investments Accrued interest receivable Taxes receivable - unremitted Accounts receivable - bond proceeds Total assets LIABILITIES AND FUND BALANCE Liabilities Cash deficit Accounts payable Contracts payable Total liabilities Fund balance Reserved for debt service Unreserved - Undesignated Total liabilities and fund balance 46 Eauipment $ 20,256 122 $ 20.378 $ 20.378 $ 20.378 $ 20.378 1987 Eouipment $ 15,633 93 $ 15.736 $ 15.726 $ 15.726 $ 15.726 -- c c c c D ~ C c c c c c c c c c c c c ~ - I I I J " i I .. 11 ) I j 1 I I j I i I ~ I i I .1 - I ~ I I ~ I - I -I - I - I I Tax State Totals Increm~nt Park Aid 1987 1986 $ 57,610 $172,131 $265,630 $114,847 489 1,050 1,754 711 $ 1,161 1,161 20'5.000 205.000 $206.161 S 58.099 S173.181 S473.545 $115.558 $ 86,520 $ 86,520 $ 108 14,454 $ 6,579 21,033 1,854 4.736 4.736 $100.974 S 11.31~ Sl12.289 $ 1.962 $ 17 ,000 $ 17 .000 88.187 $ 58.099 S161.866 344.2 '56 S113.'596 $ 1 0'5 .1 87 S 58.099 $161.866 S361.2~6 $113.596 $206.161 S 58.099 $173.181 $473.~4~ $115.558 47 CITY OF ANDOVER. MINNESOTA CAPITAL PROJECTS FUNDS COMBINING STATEMENT OF REVENUE. EXPENDITURES AND FUND BALANCE YEAR ENDED DECEMBER 31. 1987 (with comparative totals for year ended December 31,1986) Revenue General property taxes State aid and credits Park dedication fees Interest Other Total revenue Other sources Bond proceeds Transfers from other funds General Fund Special assessment funds Total revenue and other sources Expenditures Capital outlay Reimbursements to other funds Interest and service charges Total expenditures Other uses - Transfers to other funds General Fund Debt service funds Administrative trust fund Total expenditures and other uses Increase (decrease) in fund balance Fund balance January 1 Fund balance December 31 48 Eouir->ment $ 1,133 $ 1,133 $ 1 .133 $ 1.133 19.24~ $ 20.378 1987 Equinment $ 6,072 1.500 $ 7,572 170,000 $177 .572 $116,004 $116,004 45,842 $161.846 $ 15,726 -0- $ 15.726 --.......- c ~ C C C C C c c c c c c c c c c c c j 11 . I I ~ I I j I .lI i I .I I 1986 Tax State Tota.ls I I Equipment Increment Park Aid 1987 1986 ;; .I I $ 2,030 $ 2,030 ;; I 187 $221,197 221 ,384 ~ j .! $ 26,265 26.265 $ 40,530 :;; 1 ,686 4.717 8,53 9 22,147 6,325 I 1.808 3.308 ~.016 j $ 3,903 $ 30,982 $231,544 $ 275,134 $ 51,871 ! I 1 .249,126 1,419,126 95,000 $ 88 88 ~ I 187.05'5 187 .05~ ~ $ 88 $1.253.029 $ 30.982 $418.'599 S1 .881.403 $146.871 I $ 962 ,793 $ 236 $282,593 $1 ,361 .626 $ 99,000 - 11 ,000 11,000 - 6.882 7.197 14.079 3.884 - I $ 980,675 $ 236 $289,790 $1,386,705 $102,884 - - - I 27,209 73.051 - 167.167 167,167 = - - 6.820 6.820 - ~ = I $1.147.842 S 27 .445 $296.610 $1.633.743 $102.884 - $ 88 $ 105,187 $ 3,537 $121,989 $ 247,660 $ 43 ,987 - - I ( 88) -0- 54.'562 39.877 113.596 69.609 - - $ -0- $ 105.187 $ 58.099 $161.866 $ 361.256 $ 113 .596 - I = I = - I - - I - I 49 - - CITY OF ANDOVER. MINNESOTA SPECIAL ASSESSMENT FUNDS COMBINING BALANCE SHEET DECEMBER 31. 1987 (with comparative totals for December 31, 1986) LIABILITIES AND FUND BALANCE Liabilities Accounts payable Deferred revenue Bonds payable Total liabilities $ 364,630 1.060.200 81.424.830 $ 355,565 975.000 81.330.'565 $ 194,651 'i3 ~ .000 $ 729 .6~1 $102,670 19~ .000 8297.670 Fund balance (deficit) Reserved for debt service $ 144,664 $ 35,003 Unreserved Designated for construction Undes igna ted $ (307. 'i3 9) (65.033) Total fund balance 8 144.664 $ (307.539) 8 35.003 $(6'i.033) Total liabilities and fund balance Sl.'569.494 81.023 .026 ~ 764.654 $232.637 50 c c c C 01 I ! C C C C C C C C C C C C C C t I I I ill I I 1 I .i I I 1979 1980A ] gAOB 1980C 1985A 1985B 1986A , ~ i $124,031 $ 112,725 $ 77 ,144 $566,488 $244,660 $ 915,396 $1,141,0894 I 690 590 446 2,956 1 ,366 4,876 6,300 , 534 2,369 5 .! ~ 2,523 5,866 407 775 27,830 45,992 ! I J 80.545 126.282 16.083 152.001 1.288.953 559.642 ~ , I 8207.789 $ 245.997 S 94.080 8569.444 $401.171 $ 2.237.060 81.753.018 - I ~ ~ I $ 144 $ 451 - $ 83 ,068 $ 132,148 $ 16,490 $152,776 $ 1,316,783 60S ,634 180 .000 225.000 68.600 520.000 270.000 2.250.000 1 .720.000 - 8263.068 8 ~~7 .148 $ 85.090 $~20.144 8422.776 S 1 .566.783 82 .326 .08~ ~ - I - $ 8,990 $ 49,300 ~ - - I $ 459,839 - - S(5~.279) $011 .151) 8( 21 .60 ~) 80.329.723) o .032 .906) I $(~~.279) $011.1~1) 8 8.990 8 49.300 $(21.605) 80.329.723) $ (573.067) ~ - S207.789 8 245.997 8 94.080 8569.444 8401.171 8 2.237.060 81 .753 .01 8 - I - - - - I - I - I - = - I I 51 - CITY OF ANDOVER. MINNESOTA SPECIAL ASSESSMENT FUNDS COMBINING BALANCE SHEET (CONTINUED) DECEMBER 31. 1987 (with comparative totals for December 31,1986) $ 140 4,576 $104,544 797,970 $ 1,808,460 144.000 2.410.000 2.485.000 $248. ~44 $ 3.212.686 $ 4.293.460 $ 28,679 149,496 $(~1.930) (2.076.115) $0.485.420) S(~1.930) $(1.897.960) $0.485.420) S196.614 $ 1 .314.726 ~ 2.808.040 1986A Refundini ASSETS Cash and temporary investments Accrued interest receivable Accounts receivable Due from other governments Special assessments receivable Unremitted Delinquent Deferred $ 90,093 467 1,510 5,013 99. '531 Total asse ts $196.614 LIABILITIES AND FUND BALANCE Liabilities Cash deficit Accounts payable Contracts payable Deferred revenue Bonds payab le Total liabilities Fund balance (deficit) Reserved for encumbrances Reserved for debt service Unreserved Designated for construction Undesignated Total fund balance Total liabilities and fund balance 52 1986B 1986C Refundini $ 514,124 2,632 $ 985 ,032 5 ,221 4,621 793.349 9,327 44,281 1 .764 .17 9 $ 1.314.726 82.808.040 c c c c c c c c c c c c c c c c c c m Water Sewer Totals 1987 A 1987B Unf inane ed trunk ....tl~ 1987 198/1 $ 2,215,629 $ 853,622 $343,894 $266,481 $11.006,472 $10,396,063 15,735 3,013 2,028 1,568 62,990 93 ,450 31,000 31,000 371 ,280 371 ,280 500 14,869 277,833 226 147,080 76,645 1 .151 q. 71)8 244.371 13.120 16.774 7.682.758 8.1~5.2~1 S 4.122.402 S 1 .112 .006 S -0- S3~9.242 S285.049 S19.316.449 SI8.999.722 $ 49,160 $ 49,160 $ 41.629 $ 32,259 9,309 83,932 $ 50 ,751 566,798 64,028 635,402 132,730 1,519,758 244,371 $ 13,320 $ 17 ,000 7,829,838 8,231 ,876 5.000.000 1.550.000 19.587.800 17.011.500 S 7.128.185. S 1.890.658 $ ~8.469 S 1~ .320 S 17 .000 S28.186.132 S2~.426.8~7 $ 1 ,517 ,126 $ 504,281 $ 2,050,086 $ 87,846 237,957 234,279 333,404 (4.856.313) S(3 .005 .783) 452,973 (1.71~.906) S 058.652) S( 58 .469) S( ~8 .469) 1,395,712 1,759,126 S~45.922 S268.049 02.553.438) (8.508.386) S345.922 $268.049 $(8.869.633) S(6.427.135) $ 4.122.402 S 1.132.00/1 $ -0- $359.242 S28~.049 SI9.316.449 S18.999.722 53 CITY OF ANDOVER. MINNESOTA SPECIAL ASSESSMENT FUNDS COMBINING STATEMENT OF REVENUE. EXPENDITURES AND FUND BALANCE YEAR ENDED DECEMB ER 31. 1987 (with comparative totals for year ended December 31,1986) S 7'5.653 $ 50.2'50 S 29 . ~17 S 11.678 $100,947 $ 55,952 $ 44,476 $ 21 ,175 43 .717 (363.491) (9.473) (81\ .208) S144.664 S007.'539) S 35.003 S(6~.033) 1976MB 1 977 A Revenue Other governmental units Special assessments Unit connection charges Interest Other $109,102 $ 65,481 67,498 40,721 Total revenue $176,600 $ 106,202 Other sources Transfers from other funds Special assessment funds Sewer Fund Total revenue and other sources S17 6.600 $ 106.202 Expenditures Construction costs Interest and fiscal charges Other $ 73,520 2.133 S 75.653 $ SO ,250 S 50.2~O Total expenditures Other uses Transfers to other funds Drainage and Mapping Fund Special Assessment Funds Sewer Fund Administrative Trust Fund Total other uses Total expenditures and other uses Increase (decrease) in fund balance Fund balance (deficit) January 1 Fund balance (deficit) December 31 54 1977B $ 41,753 32,240 $ 73,993 $ 73.993 $ 29,517 S 29.~17 1978 $ 26.163 6,690 $ 32,853 S ~2.853 $ 11,678 S 11.678 ---=-----....---- 01 I ~. I ~I 01 c C C C C C C C C C C C C C c m ~ I I I I J I t 1979 1980A 1980B 1980C 1985A 198~B 1986A j; I 1 i $ 30,654 $ 52,185 $ 8,029 $ 141,777 $ 570,846 $ 806,484 I I 6,359 4,868 4,372 $ 2,728 10,645 40,684 47,317 I I 637 1 I $ 37,013 $ 57,053 $ 12,401 $ 2,728 $ 152,422 $ 612,167 $ 853,801 i I . J I 65,000 ~ ~ I $ 37.013 $ 57.053 $ 12.401 $ 67.728 $ 152.422 $ 612.167 $ 853.801 I - $ 12,085 $ 97 $ 22,335 ~ ! I $ 12,388 $ 16,706 $ 4,973 195,333 24,731 $ 185,094 135,570 ~ 10 - $ 12.388 $ 16.706 $ 4.973 $ 207.428 $ 24.828 $ 185.094 $ 157.905 . I I - - - I = - I $ 12.388 $ 16.706 $ 4.973 $ 207.428 $ 24.828 $ 185 .094 $ 157.905 = - = - - $ 24,625 $ 40,347 $ 7,428 $(139,700) $ 127,594 $ 427,073 $ 695,896 - - I (79.904) (1 ~1 .498) 1.562 189.000 (149.199) ( 1 .7 56 .7 96 ) ( 1.268.963) - I $(5~.279) $011.151) $ 8.990 $ 49.300 $ (21.605) $0.329.723) $ ( 573 .067) - I - - I - I 55 CITY OF ANDOVER. MINNESOTA SPECIAL ASSESSMENT FUNDS COMBINING STATEMENT OF REVENUE. EXPENDITURES AND FUND BALANCE (CONTINUED) YEAR ENDED DECEMBER 31. 1987 (with comparative totals for year ended December 31,1986) 1986A 1986C Refundini 1986B Refundin~ Revenue Other governmental units Special assessments $ 46,316 $ 603,004 $ 583 ,531 Unit connection charges Interest 5,172 24.395 34,537 Other 3.097 Total revenue $ 51 ,488 $ 627.399 $ 621,165 Other sources Transfers from other funds Special Assessment Funds Sewer Fund Total revenue and other sources $ 51.488 $ 627.399 $ 621.165 Expenditures Construction costs $ 90 .056 Interest and fiscal charges $ 12,150 148,357 $ 169,490 Other Total expenditures S 12.150 $ 238.413 S 169.490 Other uses Transfers to other funds Drainage and Mapping Fund S ta te Aid Fund Special Assessment Funds $ 1,124,563 $ 65,000 Sewer Fund Administrative Trust Fund 1.240 Total other uses $ 1.125.803 $ 1i5.000 Total expenditures and other uses $ 12.150 $ 1.364..216 $ 234.490 Increase (decrease) in fund balance $ 39,338 $ (736,817) $ 386,675 Fund balance (deficit) January 1 (91.268) (1 .161 .143) (I .872 .095) Fund balance (deficit) December 31 $(51.930) SO .897.960) SO .485.420) 56 -->- 01 c' c c c c' c c c o c c c c c m m c m I I I I I I Water Sewer Totals 1987 A 1987B Unfinanced trunk trunk 1987 1986 J J I $ 371 ,280 $ 371 ,280 147 ,755 $ 15,335 $ 3,858 3,252,273 $ 1,773,657 :I . $161,004 36,485 197,489 31,600 !! ! I 163,339 19,235 18,830 16,243 545,873 574,130 co S 7.672 11.406 J $ 682.374 $ 34,570 $ 7,672 $179,834 $ 56,586 $ 4,378,321 $ 2 ,379,387 I I ~ ~ I 1 ,246 ,494 100,000 1.411 ,494 I 82 t 7 86 82.786 2 . ~41 .209 ~ S 1 .92 8 , 86 8 S 134.570 S 7.672 S179.834 SI39.372 S 5.872 .601 S 4.920.'596 ~ co 1 I $ 4,834,340 $ 581,015 $ 5,539,928 $ 3,606,514 1,069,757 868.008 2.143 61 .476 I S 4.834.340 S '581 .01 '5 S 6.611.828 S 4.~3~.998 i I $ 150 $ 150 $ 26,934 187,055 187.055 - 121 ,931 $100,000 1 ,411 ,494 2,541 ,209 I 1,664 - S 100 .311 3.071 104.622 78.495 - S 100.311 S 312.207 S100.000 S 1 .703.321 S 2.648.302 - I S 4.934.6'51 S 893.222 S100.000 S 8.31'5.149 S 7.184.300 - 0 $(3,005,783) $(758,652) $( 92.328) $17 9 ,834 $139,372 $(2,442,548) $(2.263,704) ~ I - - - -0- -0- 33.8'59 166.088 128.677 (6.427.13~) (4.163.431) 0 - I $(1.00'5.781) S(7~8 .6~2) $( '58 .469) S34'5.922 S268.049 S( 8.869.683) S(6 .427 .13~) I - I I 57 Totals c c c c c c c c c c c c c c c c c m m CITY OF ANDOVER. MINNESOTA ENTERPRISE FUNDS COMBINING BALANCE SHEET DECEMBER 31. 1987 (with comparative totals for December 31,1986) ASSETS Current assets Cash and temporary investments Accrued interest receivable Accounts receivable Special assessments receivable Due from other governmental units Inventory Total current assets Property and equipment Furniture and equipment Machinery Collection and distribution systems Less accumulated depreciation Property and equipment-Net Other asset Special assessments receivable Total assets LIABILITIES AND FUND EOUITY Current liabilities Cash deficit Accounts payable Accrued expenses Total current liabilities Other liability Deferred revenue - connection charges Fund equi ty Contributed Retained earnings Reserved for equipment Reserved for system improvements Unreserved - Undesignated Total fund equity Total liabilities and fund equi ty Water Spwer 1987 1986 $ 8,888 $ 13,006 43 86 16,849 51 ,590 7,398 5.529 S 11.309 8 72.080 $ 21,894 $ 75,469 129 864 68,439 54,537 4,148 7 ,398 15,704 5.529 ~ .539 103.389 8 156 .261 8 $ 4,368 $ 7,140 $ 11 ,508 $ 10,321 524,515 524,515 190 ,832 3 .48~ .919 7.~97.033 11 .082.952 8.40l.6~7 $4,014,802 $7,604,173 $11,618,975 $8,602,810 (242.603) (872 .905) (I .115 .508) (900.975) 83.772.199 86.731.268 810.503.467 87.701.835 8 18.647 83 .803 .~08 86.803.348 810.606.856 87.876.743 $ 9,276 $ 2,696 $ 660 $ 3,356 2 ,040 1.610 1.4~9 3.069 3.807 8 4.306 8 2.119 8 6.42~ $ 15.123 8 18.835 83.769.877 86.727.218 810.497.095 $7 .69~ .047 $ 7,219 $ 7 ,219 $ 6,792 82 ,787 ~8.159 $ 147.738 S7 .842 .785 22.106 8 29.325 81.799.202 74.011 S 74.011 86.801.229 96 .117 8 103.336 810.600.431 81.80'L~08 86.803.348 810.606.856 S7.876.743 58 -~- I I I I I J I I I 11 'i 1 I ; I i I I I I i I I I - I - I I I - ~ -! j ." i . ! ! ~ 1 . ~ CITY OF ANDOVER. MINNESOTA ENTERPRISE FUNDS CO}ffiINING STATEMENT OF REVENUE. EXPENSE AND RETAINED EARNINGS YEAR ENDED DECEMB ER 31. 1 987 (with comparative totals for year ended December 31, 1986) Operating revenue User charges Connection charges Meters Permit fees Penalties Other Operating expense (excluding depreciation) Personal services Supplies Meters, etc. Other services and charges Disposal charges Operating income (loss) before depreciation Less depreciation On assets acquired with own funds On assets acquired from contributions Operating loss Other income (expense) Interest income Interest expense Net loss before operating transfers Operating transfers - Net 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 Watp-r $ 73,405 26,420 12,045 1 ,437 199 S111.506 $ 38,168 8,828 21.479 18,406 $ 86.881 $ 26 .62 ~ $ 604 81.527 $ 82.131 Sewer $ 131,939 3,225 30 S 135.194 $ 19,138 2,865 3,492 93.521 $ 119.016 $ 16.178 $ 999 131.403 S 132.402 Totals 1987 1986 $ 205,344 $ 173,256 25,176 13,720 6,755 3,844 1.649 $ 224.400 26 ,420 12,045 4,662 229 $ 248.700 $ 57,306 11 ,693 21 ,479 21,898 93.521 $ 205.897 $ 44,628 13,177 23,708 14,076 80 .571 $ 176.162 $ 42.803 $ 48.23R $ 1,603 $ 1,083 212.930 $ 214.53 3 164.168 S 165.251 $(55.506) $(116.224) $(171.730) $(117.013) $ 427 $ ( 621) (1 94 ) $ $ 599 $ 599 $ 1,026 $ (621) 405 $ 5 ,443 (61~) 4.808 (1.349) $(55,700) $(115,625) $(171,325) $(112,205) (84 .6~8) ( 86.007) (1.094) $(57.049) $(200.283) S(257.3~) S(113.299) $(57,049) $(200,283) $(257,332) $(113,299) R1.~27 131.403 212.930 164.16R $ 24,478 $ (68,880) $ (44,402) $ 50,869 4.847 S 29.32~ 59 142.891 $ 74.011 147.738 96.869 $ 103.336 $ 147.738 CITY OF ANDOVER. MINNESOTA ENTERPRISE FUNDS COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION YEAR ENDED DECEMBER 31. 1987 (with comparative totals for year ended December 31.1986) Sources of working capital Operations Net loss Item not requiring working capital - Depreciation Decrease in other assets Contribution of property Uses of working capital Acquisition of property and equipment Decrease in deferred revenue Increase (decrease) in working capital Totals W;:lt~r Sp-wer ] 987 1986 $( 57,049) $ (200,283) $ (257,332) $ (113,299) 82 .131. 132.402 214.'533 165.251 $ 25,082 $ (67,881) $ (42,799) $ 51,952 18,647 18,647 2,433 961.297 2.0~3 .681 3.014.978 1 .343 .945 8986.379 S2.on4.447 82.990 .826 81 .398.330 $961,890 $2.054,275 1 8 . 83 5 S2 ..073 ..110 $1,348,270 2.387 Sl ..350..657 $3,016,165 18.835 S3..035.000 8961.890 8 24.489 8 (68.663) 8 (44.174) 8 47.673 Elements of change in working capital Cash and temporary investments $ 18,164 $ (62,463) $ (44,299) $ 19,901 Accrued interest receivable (18) (717) (735) 392 Accounts receivable 6,722 7,180 13 ,902 16,003 Due from other governmental units (8,306) (8,306) 4,436 Special assessments receivable (4,148) (4.148) 3,988 Inventory (10) (10) 1 ,394 Accounts payable (1,013) (303) (1,316) 3,976 Accrued expenses 644 94 738 (2.417) Increase (decrease) l.n working capital 8 24.489 8 (68.661) 8 (44.174) 8 47.673 60 c c ~ c c c ~ ~ C C C C C C C C C c m CITY OF A~DOVER. MINNESOTA WATER FUND BALANCE SHEETS DECEMBER 31. 1987 AND 1986 ASSETS ~ .j jj i Current assets Cash and temporary investments Accrued interest receivable Accounts receivable Inventory Total current assets Property and equipment Furniture and equipment Machinery Distribution system Less accumulated depreciation Property and equipment - Net -! Total as se ts LIABILITIES AND FUND EQUITY Current liabilities Cash deficit Accounts payable Accrued expenses Total current liabilities - . Fund equity Contributed Retained earnings Reserved for equipment Unreserved - Undesignated Total fund equity Total liabilities and fund equity 61 1987 1986 $ 8,888 43 $ 61 16,849 10,127 '5.'529 '5. ~3 9 8 31.309 8 15.727 $ 4,368 524,515 3.485.919 $4,014,802 (242.603) 83.772.199 83.803.'508 $ 3,775 190,832 2.858,30'5 $3,052,912 (160.472) 82.892.440 82.908.167 $ 9,276 $ 2,696 1,683 1.610 2.2 ~4 8 4.306 8 13.213 ~3 .769.877 $ 7,219 22 . 1 06 8 29.32~ 83.799.202 83 .801.~08 82.890.107 $ 6,792 (1 . 94 ~) 8 4.847 82.894,Q'54 82.908.167 CITY OF ANDOVER. MINNESOTA WATER FUND STATEMENTS OF REVENUE. EXPENSE AND RETAINED EARNINGS YEARS ENDED DECEMBER 31. 1987 AND 1986 1987 1986 Operating revenue User charges $ 73,405 $ 38,191 Meters 26 ,420 13,720 Permit fees 12,045 6,755 Penalties 1 ,437 842 Other 199 S113.506 $ 59.'508 Operating expense (excluding depreciation) Personal services Supp lies Meters, etc. Other services and charges $ 38,168 8,828 21,479 18.406 S 86.881 $ 28.546 7.662 11 ,275 14.076 S 61.~59 Operating income (loss) before depreciation S 26 .625 S (?O~l) $ 604 $ 441 81.~27 60.606 $ 82.131 S 61.047 ~(~'5.~06) S(63.098) $ 427 $ 448 ( 621) (211) S (I94) $ 237 $(55,700) $(62,861) (I .349) (1.103) $('57.049) S(61.694) $(57.049) $(63,964) 81.~27 60.606 $ 24,478 $ (3,358) 4.847 8.205 S 29.325 S 4.847 Less depreciation On assets acquired with own funds On assets acquired from contributions Operating loss Other income (expense) Interest income Interest expense Net loss before operating transfers Transfers to equipment 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 62 .- c c c c c c c c c c c c c c c c c c m f I 1 I t i I 1i I J I t I I I ! I I I I - I - I ~ I - I - I I I I I 1 I ~ " . " I i ~ i I j CITY OF ANDOVER. MINNESOTA WATER FUND STATEMENTS OF CHANGES IN FINANCIAL POSITION YEARS ENDED DECEMBER 31.1987 AND 1986 1987 1986 Sources of working capital Operations Net loss Item not requ~r~ng working capital Depreciation $(57,049) $(63,964) 82.131 61.047 $ 25,082 $ (2,917) 961.297 610.298 8986.379 8607 .381 $961.890 8611 .444 8 24.489 8 (4.063) Contribution of property Uses of working capital Acquisition of property and equipment Increase (decrease) in working capital Elements of change in working capital Cash and temporary investments Accrued interest receivable Accounts receivable Inventory Accounts payable Accrued expenses $ 18,164 (18) 6,722 (10) (1,013) 644 $(12,786) 12 5,188 1 ,394 2,993 ( 864) Increase (decrease) in working capital 8 24.489 8 (4.063) 63 CITY OF ANDOVER, MINNESOTA SEWER FUND BALANCE SHEETS DECEMBER 3]. 1987 AND 1986 ASSETS Current assets Cash and temporary investments Accrued interest receivable Accounts receivable Due from other governmental units Special assessments receivable Total current assets Property and equipment Furniture and equipment Collection system Less accumulated depreciation Property and equipment - Net Other asset - less current portion above Special assessments receivable Total as se ts LIABILITIES AND FUND EOUITY Current liabilities Accounts payable Accrued expenses Total current liabilities Other liab il i ty Deferred revenue - Connection charges Fund equity Contributed Retained earnings Reserved for system improvements Unreserved - Undesignated Total fund equity Total liabilities and fund equity 64 c;;: 1987 $ 13,006 86 51,590 7,398 8 72 .080 $ 7,140 7.~97.033 $7,604,173 (872 .905) 86.731.268 86.803.348 1986 $ 75,469 803 44,410 15,704 4.148 s 140 .~34 $ 6,546 '5.543.352 $5,549,898 (740 .~03) 84.809.39'5 S 18.647 ~4 .968 . ~ 76 $ 660 $ 357 1.459 1 . ~53 8 2.119 8 1.910 8 18 .835 86.727.218 8 74.011 8 74.011 86.801.229 86.803.348 84.804.940 $ 82 ,787 60 .1 04 8 142.891 84.947.831 84.968.~76 c ~ ~ C ~ C C D ~ C C 01 01 C c m c m m I I ~ I I j " j I J i ~ j I t '" .. .:!!! i I ~ .. - I ~ .. 1i I i ! ~ I ~ I = = - = I - - I ~ I - I I - I = I I CITY OF ANDOVER. MINNESOTA SEWER FUND STATEMENTS OF REVENUE. EXPENSE AND RETAINED EARNINGS YEARS ENDED DECEMBER 31. 1987 AND 1986 Operating revenue User charges Connection charges Penalties Other 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 income Interest expense Net loss before operating transfers Transfers from other funds Transfers to other funds Net loss Disposition of net income (loss) Net income (loss) Add credit from transfer of depreciation to contribution in aid to construction Income transferred to retained earnings Retained earnings January 1 Retained earnings December 31 65 1987 1986 $ 131,939 $135,065 25,176 3,225 3,002 30 1.649 $ 135.194 $164.892 $ 19,138 $ 16,082 2,865 5,515 3,492 12,433 93 . ~ 21 80 .~71 $ 119.016 $114.603 $ 16.178 $ ~o .289 $ 999 $ 642 111.403 103.'562 ~ 132.402 $104.204 $016.224) $(~3.91'5) $ 599 $ 4,995 ( 424) $ ~99 $ 4.'571 $(115,625) $(49,344) 1,664 (84 .6~8) (1 .6~~) $(200.281) $( 49.335) $(200,283) $(49,335) 131.403 103 . ~62 $ (68,880) $ 54,227 142.891 88.664 $ 74.011 $142.891 CITY OF ANDOVER. MINNESOTA SEWER FUND STATEMENTS OF CHANGES IN FINANCIAL POSITION YEARS ENDED DECEMBER 31. 1987 AND 1986 1987 198fi Sources of working capital Operations Net loss Item not requ~r~ng working capital Depreciation $ (200,283 ) $(49,335) 132.402 104.204 $ (67,881) $ 54,869 18,647 2,433 2.053.681 733.647 82.004.447 $790 .949 $2,054,275 $733,647 3,179 18.83'5 2.387 $2.073.110 8739.213 8 (68.663) 8 '51.736 Decrease in other assets Contribution of property Uses of working capital Acquisition of property and equipment Increase in other assets Decrease in deferred revenue Increase (decrease) in working capital Elements of change in working capital Cash and temporary investments Accrued interest receivable Accounts receivable Due from other governmental units Special assessments receivable Accounts payable Accrued expenses $ (62,463) $ 32,687 (717) 380 7,180 10 ,815 ( 8,306 ) 4,436 (4,148) 3,988 (303) 983 94 (l . ~ 53 ) 8 (68.663) $ 51.736 Increase (decrease) in working capital 66 ~------ c c c c c c ~ c c c c c c c c c c c c I I ... I I 1 I , ! ~ ... I .. .. J -I ;; 11 I -1 '; i! ~ - I JI '" ! 1 I . I - I - ~ ! I = I - = I - - I - - - = - - I - I I I I CITY OF ANDOVER. MINNESOTA FIDUCIARY FUNDS COMBINING BALANCE SHEET DECEMBER 31. 1987 (with comparative totals for December 31, 1986) AS SE TS Cash Accrued interest receivable Total assets LIABILITY AND FUND BALANCE Liability Deposits payable Fund balance Unreserved-Undesignated Total liability and fund balance Expendable Trust Fund Administrative Trust Fund $270,362 1.143 8271 .505 8271.50~ 8271.50'5 67 A~ency Fund Escrow Fund $675,084 $675.084 $675,084 8675.084 Totals 1987 1986 $945,446 1.143 $946.589 $675,084 271 .~0'5 $946 . ~89 $839,234 1.647 $840.881 $658,075 182.806 8840.881 CITY OF ANDOVER. MINNESOTA EXPENDABLE TRUST FUND ADMINISTRATIVE TRUST FUND STATEMENTS OF REVENUE. EXPENDITURES AND FUND BALANCE YEARS ENDED DECEMB ER 31. 1987 AND 1986 1987 198(; Revenue Interest earnings $ 11,402 $ 12,045 Other sources Transfers from other funds Capital projects funds Special assessment funds 6,820 104.622 78..495 $122.844 S 90.540 $ 34.145 $ 27.358 $ 88,699 $ 63,182 182.806 119.624 $271.505 $182.806 Other uses Transfers to General Fund Increase in fund balance Fund balance January 1 Fund balance December 31 AGENCY FUND ESCROW FUND STATEMENT OF CHANGES IN ASSETS AND LIABILITIES YEAR ENDED DECEMB ER 31. 1987 Balance Balance Januarv 1 Additions Deductions December 31 Cash S658 .075 S168.905 $1~1.82~ $67~.084 Deposits payable $(;58.075 $168.905 $151.896 ~(;75 .084 68 .- 01 C i C I c c c c c c c c c c c c c m c m , .. I 1 i t 'I 1 I ~ . ! , I .I jI I I ! . ~ i I - - I - ~ - I I - - I - - I ~ - - I - - 4 I - - I - - - I - ~ - 4 I - - I I - I - I I CITY OF ANDOVER. MINNESOTA STATEMENTS OF GENERAL FIXED ASSETS DECEMBER 31. 1987 AND 1986 General Fixed Assets Land and improvements Buildings and improvements Furniture and equipment Machinery and automotive equipment Total General Fixed Assets Investment in General Fixed Assets 69 1987 $ 419,983 581,838 101,070 852.359 $1.955.250 $1.95~.2~0 1986 $ 288,553 581,838 86,153 762.8] 6 $1.719.360 ~1.719.360 CITY OF ANDOVER. MINNESOTA STATEMENTS OF GENERAL LONG-TERM DEBT DECEMBER 31.1987 AND 1986 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 Bonds and Certificates of Indebtedness G.O. Improvement (Building and Equipment) Bonds of 1978 1982 Certificates of Indebtedness 1983 Certificates of Indebtedness 1984 State Aid Street Bonds 1985 Certificates of Indebtedness 1986 Certificates of Indebtedness 1987 Certificates of Indebtedness G.O. Tax Increment Bonds of 1987A G.O. Tax Increment Bonds of 1987B Accounts payable - Assessments on City property Contracts payable - Equipment purchase Due to other governmental units Metropolitan Waste Control Commission Accrued expenses - Vacation pay - Governmental funds Total 70 1987 $ 301,207 1 .883 .248 82.184.4'55 $ 105,000 6,000 360,000 60,000 76,000 170,000 1,065.000 205.000 $2,047,000 81,589 10,267 13,959 31.640 82.184.455 1986 $ 133.715 775.029 8908.744 $ 155,000 30,000 12,000 410,000 80 ,000 95 ,000 $ 782,000 86,501 524 17 ,329 22.390 8 908.744 -->--- c c c c c c c c c c c c c c c c c c c . i I ; ~ ... i I ! jj ~ i I I ~ ~ ~ 'I j I j I . J I - I - I - - I - - - I - - - - ~ I - - I ~ ~ - I - - - I - - I I I I I I I CITY OF ANDOVER. MINNESOTA SCHEDULE OF CASH. TEMPORARY INVESTMENTS AND SECURITY FOR DEPOSITS DECEMBER 31. 1987 First National Bank of Anoka Checking accounts Money market accounts Certificates of deposit St. Anthony National Bank Money market account Certificate of deposit Total cash Investments Marquette Bank Commercial paper Piper, Jaffrey and Hopwood U.S. Government obligations Commercial paper Total investments Total cash and investments $ 900,469 152,738 823 .314 8 1.876.~21 $ 73,742 211.093 $ 284.81~ $ 2.161.356 8 4.104.643 $ 1,822,088 '5.142.'528 $ 6.964.616 $11.069.2'59 $13.230.615, Face amount as securities pledged as collateral bv depository 82. '51 0.000 8 350.000 Additional security of $100,000 each for demand deposits and time deposits is provided at each depository by the Federal Deposit Insurance Corporation. Summary cash balances Cash and temporary investments Cash deficits 71 $13.366,295 (J1~ .680) 813.230 .61 ~ CITY OF ANDOVER. MINNESOTA COMBINED SCHEDULE OF INDEBTEDNESS DECEMBER 31. 1987 Interest ratps Issue date Final maturity date c! c c c c c c ~ c c c c c c c c c c c Bonded indebtedness Special assessment bonds General Obligation Improvement Bonds of 1976A 6.20-6.80 08/01/76 02/01/97 General Obligation Improvement Bonds of 1 97 6B 5.00-6.75 11/01/76 11/01/96 General Obligation Improvement Bonds of 1 977 A 5.00 03/01/77 01/01/06 General Obligation Improvement Bonds of 1 977B 5.25-5.50 10/01/77 02/01/98 General Obligation Improvement Bonds of 1978 5.25-6.00 11/01/78 02/01/99 General Obligation Improvement Bonds of 1979 6.50 11/01/79 02/01/95 General Obligation Improvement Bonds of 1980A 6.10-6.90 06/01/80 02/01/91 General Obligation Improvement Bonds of 1980B 7.00 08/01/80 02/01/01 General Obligation Improvement Bonds of 1980C 8.50-9.10 10/01/80 02/01/90 General Obligation Improvement Bonds of 1985A 8.86-9.60 08/01/85 02/01/00 General Obligation Improvement Bonds of 1985B 7.96-9.00 08/01/85 08/01/00 General Obligation Improvement Bonds 1986A 5.00-7.90 07/01/86 08/01/01 General Obligation Refunding Improvement Bonds 1986A 6.25-7.25 08/01/86 08/01/91 General Obligation Improvement Bonds 1986B 4.75-6.30 10/01/86 10/01/96 General Obligation Refunding Improvement Bonds 1986C 6.00-7.40 08/01/86 08/01/02 General Obligation Improvement Bonds 1987A 5.60 08/01/87 08/01/90 General Obligation Improvement Bonds 1987B 6.35 12/01/87 12/01/90 General obligation bonds General Obligation Improvement Bonds of 1978 (building and equipment) 1983 Certificates of Indebtedness General Obligation State Aid Street Bonds of 1984 1985 Certificates of Indebtedness 1986 Certificates of Indebtedness 1987 Certificates of Indebtedness General Obligation Tax Increment Bonds of 1987A General Obligation Tax Increment Bonds of 1987B 5.55-5.70 7.50 6.75-9.00 7.50 6.80-7.60 6.00 8.25-9.90 8.10 Total Bonded Indebtedness Long-term payables Metropolitan Waste Control Commission Special assessments on City owned property Equipment purchase 5.369 6.25-10.70 11.5 Total Indebtedness 72 11/01/78 10/01/83 09/01/84 11/01/85 06/01/86 02/01/87 05/01/87 12/01/87 1971 Various 1987 02/01/89 10/01/88 09/01/94 05/01/90 06/01/91 02/01/92 08/01/05 12/01/90 1991 2001 1992 ~ 1 I j . i 1 I .. I ~ ! j I i ~ ~ . Indebtednes s Due in 1988 ~ Authorized I and issued Redep..med Otltstandin~ Princ ipal Interest i I $ 1,635.000 $ 600.000 $ 1.035,000 $ 85 .000 $ 66,322 56,000 30,800 25,200 2.800 1,645 1,215,000 240 ,000 975,000 35,000 48,750 I 780,000 245,000 535,000 35,000 27,636 270,000 75,000 195,000 10,000 11.112 270,000 90 ,000 180 ,000 20,000 11,050 I 430,000 205,000 225,000 50,000 13,565 98,000 29,400 68,600 4,900 4.631 - 4,365,000 3,845,000 520,000 160,000 37,400 - I 300,000 30,000 270,000 15,000 23 ,494 2,350,000 100,000 2,250,000 135,000 180,960 - 1,795,000 75,000 1,720,000 75,000 120 ,978 ~ I 180,000 36,000 144,000 36,000 9.900 j 2,600,000 190.000 2,410,000 215,000 138.795 I 2,485,000 2.485 ,000 168.980 ! 5,000,000 5,000,000 262,500 1 .550.000 1.550.000 93 .000 - 825.379.000 85.791.200 819.587.800 8 878.700 SI.220.7l8 ! I - I $ 430,000 $ 325,000 $ 105.000 $ 55,000 $ 4.326 - 30,000 24,000 6,000 6,000 450 510,000 150,000 360,000 50,000 29,725 - 100,000 40 ,000 60,000 20,000 3 ,750 - I 95,000 19,000 76,000 19,000 4,883 - 170,000 170,000 34.000 9,222 ~ - ~ 1,065,000 1.065,000 101,175 ~ - I 205.000 205.000 18.060 - - S 2 .60 ~ .000 8 5~8.000 8 2.047.000 8 1 84.000 8 171.591 - - c I S27.984.000 86.349.200 821.634.800 8 1.062.700 81 .392.309 - - - $ 43,018 $ 29,059 $ 13,959 $ 3,550 $ 750 = I 102,741 21,152 81,589 5,363 7,490 - 10.267 10.267 1.612 1.097 8 156.026 8 50.211 S 105.815 S 10.525 8 9.337 - I 828.140.026 86.399.411 821.740.61~ 81.071.22~ Sl.401.646 - I - - - - c - - I 73 - = CITY OF ANDOVER. MINNESOTA SCHEDULE OF BONDS PAYABLE DECEMBER 41 1987 I f Annual Issue Maturity Interest serial j date date rats_ Da=gnts Special assessment bonds General Obligation Improvement Bonds of 1976A 08/01/76 February 1, 1988 02/01/88 6.30 $ 85 February 1, 1989 02/01/89 6.40 90 February 1, 1990 02/01/90 6.50 95,000 February 1, 1991 02/01/91 6.60 100 February 1, 1992 02/01/92 6.70 110 February 1, 1993 02/01/93 6.80 95,000 February 1 1994 02/01/94 6.80 105,000 February 1, 1995 02/01/95 6.80 110,000 February 1, 1996 02/01/96 6.80 120 February 1 1997 02/01/97 6.80 _125_,000 $1.035,000 General Obligation Improvement Bonds of 1976A 11/01/76 $2,800 per year 11/01/88 -91 6.25 $ 11 $2,800 per year 11/01/92 -96 6.75 14,00 S 25.200 General Obligation Improvement Bonds of 1977A 03/01/77 $35 per year 01/01/89 -90 5.00 $ 70,000 $40,000 per year 01/01/91 -92 5.00 80,000 $45,000 per year 01/01/93 -94 5.00 90 $50,000 per year 01/01/95 -96 5.00 100,000 $55,000 per year 01/01/97 -98 5.00 110 $60 per year 01/01/99 -2000 5.00 120 $65,000 per year 01/01/01 -03 5.00 195,000 $70,000 per year 01/01/04 -06 5.00 210.000 S 975.000 General Obligation Improvement Bonds of 1977B 10/01/77 February 1, 1988 02/01/88 5.2: $ 35,000 $40,000 per year 02/01/89 -90 5.25 80,000 February 1, 1991 02/01/91 5.25 45,000 February 1 1992 02/01/92 5.20 45 February 1, 1993 02/01/93 5.25 50,000 February 1, 1994 02/01/94 5.30 50,000 $55,000 per year 02/01/95 -96 5.40 110,000 $60,000 per year 02/01/97 -98 5.50 120,000 535,000 74 CITY OF ANDOVER. MINNESOTA ' SCHEDULE OF BONDS PAYABLE (CONTINUED) DECEMBER 31. 1987 ' Annual Issue Maturity Interest serial date date rate — RAxMW 7 , Special assessment bonds (continued) General Obligation Improvement Bonds of 1978 01/01/78 February 1 1988 02/01/88 5.50 $ 10 February 1, 1989 02/01/89 5.50 15 February 1, 1990 02/01/90 5.60 15,000 ' February 1, 1991 02/01/91 5.70 15 February 1, 1992 02/01/92 5.75 15 February 1 1993 02/01/93 5.80 15 ' February 1, 1994 02/01/94 5.90 15 February 1, 1995 02/01/95 6.00 15,000 $20,000 per year 02/01/96 -99 6.00 80,000 $ 195,000 - General Obligation Improvement Bonds of 1979 11/01/79 ' $20,000 per year 02/01/88 -91 6.50 $ 80,000 $25,000 per year 02/01/92 -95 6.50 100,000 180,000 General Obligation Improvement Bonds of 1980A 06/01/80 February 1, 1988 02/01/88 6.60 $ 50,000 ' February 1, 1989 02/01/89 6.70 50 February 1, 1990 02/01/90 6.80 60 February 1, 1991 02/01/91 6.90 65,000 S,_ 225.000 General Obligation Bonds of 1980B 08 /01 /80 ' $4,900 per year 02/01/88 -2001 7.00 S 68.600 General Obligation Improvement Bonds of 1980C 10 /01 /80 February 1, 1988 02/01/88 8.50 $ 160,000 February 1, 1989 02/01/89 8.50 170 ' February 1, 1990 02/01/90 8.50 190,000 s 520,000 General Obligation Improvement ' Bonds of 1985A 08/01/85 $15,000 per year 02/01/88 -90 8.86 $ 45,000 $20,000 per year 02/01/91 -95 9.07 100 $25 per year 02/01/96 -00 9.60 125,000 S 27__000 75 CITY OF ANDOVER. MINNESOTA SCHEDULE OF BONDS PAYABLE (CONTINUED) DECEMBER 31. 1987 Annual Issue Maturity Interest serial date d~t:e rate. payments Special assessment bonds (continued) General Obligation Improvement Bonds of 1985B 08/01/85 August 1, 1988 08/01/88 8.04 $ 135,000 August 1, 1989 08/01/89 8.13 150,000 $170,000 per year 08/01/90-91 8.21 340,000 August 1, 1992 08/01/92 8.39 180 ,000 August 1, 1993 08/01/93 8.47 190,000 $220,000 per year 08/01/94-95 8.54 440.000 $180,000 per year 08/01/96-97 8.74 360,000 August 1, 1998 08/01/98 8.93 165,000 August 1, 1999 08/01/99 9.00 160,000 August 1, 2000 08/01/00 9.00 130.000 82.250.000 General Obligation Improvement Bonds of 1986A 07/01/86 August 1, 1988 08/01/88 5.25 $ 75,000 August 1, 1989 08/01/89 5.75 100,000 August 1, 1990 08/01/90 6.10 100,000 August 1, 1991 08/01/91 6.40 125.000 August 1, 1992 08/01/92 6.60 125,000 August 1, 1993 08/01/93 6.80 125,000 August 1, 1994 08/01/94 7.00 125,000 August 1. 1995 08/01/95 7.20 125.000 August 1, 1996 08/01/96 7.40 125,000 August 1, 1997 08/01/97 7.50 150,000 August 1, 1998 08/01/98 7.60 150.000 August 1. 1999 08/01/99 7.70 145,000 August 1, 2000 08/01/2000 7.80 125,000 August 1, 2001 08/01/2001 7.90 12~.000 $1.720.000 General Obligation Refunding Improvement Bonds of 1986A 08/01/86 August 1, 1988 08/01/88 6.50 $ 36,000 August 1, 1989 08/01/89 6.75 36,000 August 1, 1990 08/01/90 7.00 36,000 August 1, 1991 08/01/91 7.25 36.000 8 144.000 76 ~ ~ =---------- -.- c c c c c c c c c o c c c c c c c c c I I I I I I I I . J I ~ I I I I ~ "" ~ I 1!! ~ i I ~ = . I I - I I = I - I I - I I - I ~ CITY OF ANDOVER. MINNESOTA SCHEDULE OF BONDS PAYABLE (CONTINUED) DECEMBER 31. 1987 Annual Issue Maturity Interest serial date date ra.t~ p~vm.ents Special assessment bonds (continued) General Obligation Improvement Bonds of 1986B 10/01/86 October 1, 1988 10/01/88 5.00 $ 215,000 October 1. 1989 10/01/89 5.20 240 ,000 October 1, 1990 10/01/90 5.40 240 ,000 October 1, 1991 10/01/91 5.60 240 ,000 October 1, 1992 10/01/92 5.75 240,000 October 1, 1993 10/01/93 5.90 265,000 October 1, 1994 10/01/94 6.00 290,000 October 1, 1995 10/01/95 6.15 340,000 October I, 1996 10/01/96 6.30 340.000 $ 2.410.000 General Obligation Improvement Bonds of 1986C 08/01/86 August 1. 1991 08/01/91 6.00 $ 210.000 August 1, 1992 08/01/92 6.10 210,000 August 1, 1993 08/01/93 6.25 215,000 August 1, 1994 08/01/94 6.50 210,000 August 1, 1995 08/01/95 6.70 210,000 August 1, 1996 08/01/96 6.90 210,000 August 1, 1997 08/01/97 7.00 210,000 August 1, 1998 08/01/98 7.10 210,000 August I, 1999 08/01/99 7.20 210,000 August 1, 2000 08/01/2000 7.25 210,000 August 1, 2001 08/01/2001 7.30 215,000 August 1, 2001 08/01/2002 7.40 16~.000 $ 2.485.000 General Obligation Improvement Bonds of 1987A 08/01/87 August 1, 1990 08/01/90 5.25 $ 5 .oon fono General Obligation Improvement Bonds of 1987B 12/01/87 December 1, 1990 12/01/90 6.00 $ 1.550.000 Total special assessment bonds $19.587.800 77 C CITY OF ANDOVER. MINNESOTA SCHEDULE OF BONDS PAYABLE (CONTINUED) C DECEMBER 31. 1987 Annual C Issue Maturity Interest serial date date r.A"tp payment:s C General obligation bonds General Obligation Improvement C Bonds of 1978 (building and equipment) 11/01/78 February 1. 1988 02/01/88 5.55 $ 55,000 February 1, 1989 02/01/89 5.60 50.000 C $ 101) .000 1983 Certificates of C Indebtedness 10/01/83 October 1, 1988 10/01/87-88 7.50 $ 6.000 General Obligation State Aid C Street Bonds of 1984 September 1, 1988 09/01/88 7.50 $ 50,000 September 1, 1989 09/01/89 7.75 50,000 C September 1, 1990 09/01/90 8.00 50,000 September 1. 1991 09/01/91 8.20 50.000 September 1, 1992 09/01/92 8.50 50,000 C September 1, 1993 09/01/93 8.70 SO ,000 September 1, 1994 09/01/94 9.00 60.000 S 360.000 1985 Certificates of C Indeb tednes s 08/01/85 $20,000 per year 05/01/88-90 7.50 $ 60,000 C 1986 Certificates of Indeb tednes s 06/01/86 C June 1. 1988 06/01/88 7.00 $ 19,000 June 1, 1989 06/01/89 7.20 19.000 June 1, 1990 06/01/90 7.40 19,000 June 1, 1991 06/01/91 7.60 19.000 C $ 76.000 1987 Certificate of C Indebtedness 02/01/87 February 1, 1988 02/01/88 5.75 $ 34,000 February 1, 1989 02/01/89 5.95 34,000 February 1, 1990 02/01/90 6.00 34,000 C February 1, 1991 02/01/91 6.10 34,000 February 1, 1991 02/01/92 6.20 34,000 S 170.000 C C I I 78 C I --- ------ - - - - I I J I I I I I J I J I " ! I j I j I ~ - I - I - I - I I - I - I I I - I I CITY OF ANDOVER. MINNESOTA SCHEDULE OF BONDS PAYABLE (CONTINUED) DECEMBER 11. 1 987 Annual Issue Maturity Interest serial date date ratp paymen ts General obligation bonds (continued) General Obligation Tax Increment Bonds of 1987A 05/01/87 August 1, 1990 08/01/90 8.25 $ 15.000 August 1, 1991 08/01/91 8.50 35,000 August 1, 1992 08/01/92 8.75 40 ,000 August 1, 1993 08/01/93 8.85 45,000 August 1, 1994 08/01/94 9.00 45.000 August 1, 1995 08/01/95 9.15 SO ,000 August 1. 1996 08/01/96 9.25 55,000 August 1. 1997 08/01/97 9.35 55,000 August 1, 1998 08/01/98 9.45 65,000 August 1, 1999 08/01/99 9.55 70.000 August 1, 2000 08/01/00 9.65 75,000 August 1, 2001 08/01/01 9.75 85,000 August 1, 2002 08/01/02 9.75 95,000 August 1, 2003 08/01/03 9.80 100,000 August 1, 2004 08/01/04 9.85 110,000 August 1, 2005 08/01/05 9.90 121).000 $ 1 .06 I) .000 General Obligation Tax Increment Bonds of 1987B 12/01/87 December 1, 1990 12/01/90 8.10 $ 205,000 Total general obligation bonds $ 2.047.000 Total bonds payable $21.634.800 Note - January l, 1988 maturities are considered matured December 31,1987. 79 CITY OF ANDOVER. MINNESOTA DEBT SERVICE REOUIREMENTS DECEMBER ~ 1.. 1 QR7 Svp-cial assessment bonds General obliiation bonds kn Princinal Interp-st Total Principal Interp-st Total 1988 $ 878,700 $1,220,718 $ 2,099,418 $ 184,000 $ 171,591 $ 355,591 1989 968,700 1,164,276 2,132,976 173,000 159,628 332,628 1990 7,578,700 1 ,100,396 8,679,096 343,000 149,434 492,434 1991 1,093,700 683,905 1,777,605 138,000 121,904 259,904 1992 1,022,700 616,437 1,639,137 124,000 112,016 236,016 1993 1,047,700 551,281 1,598,981 95,000 103,212 198,212 1994 1,117,700 482,374 1,600,074 105,000 94,880 199,880 1995 1,177,700 407,310 1,585,010 SO ,000 85,430 135,430 1996 1,137,700 327,446 1,465,146 55,000 80 ,855 135,855 1997 829,900 248,894 1,078,794 55,000 75,768 130,768 1998 694,900 193,496 888,396 65,000 70,625 135,625 1999 624,900 143,822 768,722 70,000 64,482 134,482 2000 559,900 96,795 656,695 75,000 57,798 132,798 2001 404,900 55,326 460,226 85,000 50,560 135,560 2002 240,000 26,701 266,701 95,000 42,272 137,272 2003 70,000 10,500 80 ,500 100,000 33,010 133,010 2004 70,000 7,000 77,000 110,000 23,210 133,210 2005 70.000 ~.'500 73.'500 12'5.000 12.37'5 137.375 819.'587.800 87.340.177 826.927.977 82.047.000 SI.'509.050 81.556.0'50 Note - January 1 maturities are considered matured December 31, of the preceding year. 80 ~- c c c c c c c c c c c c c c c c c c C' I I I I I I I J I J J I I I I I ... .. I '" ~ I :J ~ ! i . ~ ,. ~ I ~ 1 . I - - I - - - . I = c - I - - I = - I = - = - I - - I I $169,643 $169,643 11 ,000 11 ,000 ';.528 5.';28 8 -0- 8186.171 8186.171 8 -0- 8 21.046 $ 21.046 CITY OF ANDOVER. MINNESOTA SCHEDULE OF SOURCES AND USES OF PUBLIC FOR TAX INCREMENT FINANCING DISTRICT DECEMBER 31. 1987 FUNDS 1-1 Accounted for in prior vears Current year Sources of funds Tax increments received Bond proceeds $ 2,217 205.000 8207.217 8 -0- Uses of funds Capital outlay Administrative costs and other Interest and service charges District balance SUPPLEMENTAL INFORMATION Name of District Tax Increment District - Development District No. 1-1 Redevelopment District established in 1986 under Section 472 Minnesota Statutes for a duration of 20 years from receipt of first increment. Type of District and authorizing statutes Assessed valuation Original Current $340,365 382.361 Captured 8 41.998 Financing Total bonds issued General Obligation TAx Increment Bonds of 1987B Outstanding bonds at December 31, 1987 $205,000 $205,000 81 Total $ 2,217 205.000 8207.217 CITY OF ANDOVER. MINNESOTA SCHEDULE OF SOURCES AND USES OF PUBLIC FUNDS FOR TAX INCREMENT FINANCING DISTRICT 1-2 DECEMBER 31. 1987 Sources of funds Bond proceeds Interest Accounted for in Current orior vearll year Total $1.044.126 $1.044.126 14.484 14.484 S -0- SI.058.610 SI.058.610 $ 763,329 $ 763,329 29.821 29.821 26.648 26.648 S -o- S 819.798 S 819.798 S -o- S 238.81 2 S 238.812 Uses of funds Capital outlay Administrative costs and other Interest and service charges District balance SUPPLEMENTAL INFORMATION Name of District Tax Increment District - Development District No. 1-2 Redevelopment District established in 1986 under Section 472 Minnesota Statutes for a duration of 20 years from receipt of first increment. Type of District and authorizing statutes Assessed valuation Original Current $ 134.240 134.240 Captured S -0- Financing Total bonds issued General Obligation TAx Increment Bonds of 1987A Outstanding bonds at December 31, 1987 $1.065,000 $1.065,000 82 01 C C C c c c c c c c c c c c c c m c 1 . '" I I I J jj " 1 I 1 J i . I I J " t 1; I i " J 1 I i I i ~ ; I ~ i . I ! j I I - I . - - I - - I = - - I - ~ I ~ - - - - I - ~ I = - I - I SECTION III STATISTICAL SECTION 01 i C Oi C C C C C C C C C 01 C ' ! C C I C C 01 I - ~ . - ~ - I CITY OF ANDOVER. MINNESOTA I TAX LEVIES AND COLLECTIONS I I . 1 I Percentage Collection Percentage Collection of total .. Total of current of levy of prior Total collections ]I I ~ levy vear's levy collected , levy co112~tions to levy 'I I vears j 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 j ! jj 1983 570,009 548.667 96.26 18.286 566.953 99.46 " ~ I . 1984 645.466 621,184 96.23 16,627 637,811 98.81 I 1985 689,698 671,021 97 .29 11,222 682 ,243 98.92 ~ I 1986 802,877 784,514 97.71 18,558 803,072 100.02 - 1987 880 ,048 862,018 97.95 19,185 881 ,203 100.13 . I 1 . I SPECIAL ASSESSMENT LEVIES AND COLLECTIONS i ~ ~ I Percentage ~ Collection Percentage Collection of total Total of current of levy of prior Total collections I ~ levy yea.r' s levy collected years' levy collections to levv - 1981 $339,487 $310,834 91.56% $ 8,577 $319,411 94.09% - i 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 ,445 643,689 95.54 - - ~ - 1985 725,828 660,741 91 .03 70 ,394 731.135 100 .73 I - 1986 700.636 662.322 94.53 84 ,548 746.870 106.46 ~ - I 1987 989.102 903.856 91 .38 28,728 932,584 94.29 - ~ I - - I ~ - I 83 CITY OF ANDOVER. MINNESOTA COMPUTATION OF LEGAL DEBT MARGIN DECEMBER 31. 1987 Assessed value ~52 .441.741 Debt limit 7.33% of assessed value (B) $ 3.843.980 Amount of debt applicable to debt limit: Total bonded debt Deductions: Debt Service Fund - Cash and temporary investments (1978 G.O. Bonds) Special assessment bonds Tax increment bonds State aid bonds $21,634,800 $ 145,229 19.587.800 1.270.000 360.000 21.363.029 Total amount of debt applicable to debt limit 271.771 Legal debt margin $ 3.572.209 The assessed value reflects a deduction of $2,000,729 contributed to the "Fiscal Disparity" area-wide tax base. 84 - ~ c c c c c c c c c c c c c c c c c m c :; J I :j I I I I .. I I i I I ~ - i I " i ~ - . I - - - I - - I - ~ . I - I - - I - = - - I - - I - - I I I I I CITY OF ANDOVER, MINNESOTA COMPUTATION OF LEGAL DEBT MARGIN (CONTINUED) DECEMBER 31. 1987 Limit on Net Debt M.S.A. Section 475.53 "Subdivision 1. Generally. Except as otherwise provided in sections 475.51 no municipality. except a school district or a city of the first class, shall incur or be subject to a net debt in excess of 7.33% of the assessed value". Definitions M.S.A. Section 475.51 "Subdivision 4. 'Net Debt' means the amount rema1n1ng after deducting from its gross debt the amount of current revenues which are applicable within the current fiscal year to the payment of any debt. and the aggregate of the principal of the following: (1) Obligations issued for improvements which are payable wholly or partly from the proceeds of special assessments levied upon property specially benefited thereby. including those which are general obligations of the municipality issuing them, if the municipality is entitled to reimbursement in whole or in part from the proceeds of the special assessments. (2) Warrants or orders having no definite or fixed maturity. (3) Obligations payable wholly from the income from revenue-producing conveniences. (4) Obligations issued to create or maintain a permanent improvement revolving fund. (5) Obligations issued for the acquisition and betterment of public water-works systems. and public lighting, heating or power systems. and of any combination thereof or for any other public convenience from which a revenue is or may be derived. (6) Not applicable. (7) Amount of all money and the face value of all securities held as a sinking fund for the extinguishment of obligations other than those deductible under this subdivision. (8) All other obligations which under the provision of the law authorizing their issuance are not to be included in computing the net debt of the municipality." 85 CITY OF ANDOVER. MINNESOTA ASSESSED VALUATIONS. TAX LEVIES AND MILL RATES (shown by year of tax collectibility) Assessed valuations Increment valuation Contribution to fiscal disparities pool Distribution from fiscal disparities pool 1985 1986 1987 1988 $43.752.681 $46,379,188 $54,400.472 $60.605.381 (41.998) (597,956) (1.696,653) 0.736,037) (2,000.729) (2.186.565) 8.285.364 8.492.419 10.411.278 12.696.861 $50.341 .392 $53.135.570 $62.769.023 $70.517.721 Taxable valuation Tax levies Revenue General obligation debt 664.930 $ 137.903 742.563 135.598 $ 860.689 1 34 .902 $ 590.596 $ 100.661 $ 691 .257 $ 802.833 $ 878.161 $ 995.591 Mill rates Revenue General obligation debt 11 .068 1 .887 11.997 2 .488 11.747 2.145 12.248 1.920 12.955 14.485 13 .892 14.168 86 ~ c c c c c c c c c c c c m c c ~ m m m . I I J I I 1 I I I I j 1 I I I = I ~ SECTION IV QIll.a 1 I ! - I ~ I I ~ I I I - I - I - I = I 01 c C 01 C C c: C C' o c C 01 C C C C C Ci l - --:_~~- = ! ) I .. i ~ I I - I j! ~ I - I - - I ~ - I - - I - - I - - I - - I - I I I . I I I I I c GMHCo GEORGE M. HANSEN COMPANY, P.A. A Professional Corporalion a/Certified Public Accountants AUDITORS' REPORT ON LEGAL COMPLIANCE City Council City of Andover We have examined the general purpose financial statements of the City of Andover, Minnesota as of and for the year ended December 31,1987. and have issued our report thereon dated June 23, 1988. Our examination was made in accordance with generally accepted auditing standards; the provisions of the Leial Compliance Audit Guide promulgated by the Legal Compliance Task Force pursuant to Minnesota Statutes Sec. 6.65. Accordingly, the examination included such tests of the accounting records and such other auditing procedures as we considered necessary. The L~(7al CQmDlianc~ Audit Guide covers five main categories of compliance to be tested: contracting and bidding, deposits and investments, conflicts of interest. public indebtedness, and claims and disbursements. Our study included all of the listed categories. The results of our tests indicate that for the items tested, the City of Andover complied with the material terms and conditions of applicable legal provisions. Further, for the items not tested, based on our examination and the procedures referred to above. nothing came to our attention to indicate that the City had not complied with such legal provisions. This report is intended solely for the use of the City of Andover. Minnesota and should not be used for any other purpose. This restriction is not intended to limit the distribution of this report. which is a matter of public record. ~ ~~~ //1 June 23, 1988 87 1433 UTICA AVENUE SOUTH. SUITE 175 MINNEAPOLIS. MINNESOTA 55416 612/546-2566 c c c c c c c c c c c c c c c c m c c