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HomeMy WebLinkAboutFY 2003-2004 -- Comprehensive Annual Financial Report Northgate 2004 Comprehensive Annual Financial Report For Fiscal Year Ended September 30, 2004 CITY OF COLLEGE STATION , TEXAS Early Northgate the heart of the Research Valley Mission Statement On behalf of the citizens of College Station, home of Texas A&M University, we will promote and advance the community's quality of life. www.cstx.gov CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2004 PREPARED BY THE CITY OF COLLEGE STATION FISCAL SERVICES DEPARTMENT JEFF KERSTEN, FINANCE AND STRATEGIC PLANNING DIRECTOR PHILLIP GUILLEN, ACCOUNTING MANAGER CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2004 Table of Contents Page i INTRODUCTORY SECTION Letter of Transmittal ................................................................................................................................iv GFOA Certificate of Achievement for Excellence in Financial Reporting...............................................xi Organizational Chart..............................................................................................................................xii Principal City Officials ...........................................................................................................................xiii FINANCIAL SECTION Independent Auditors' Report .................................................................................................................1 Management’s Discussion and Analysis (Unaudited).............................................................................3 Basic Financial Statements: Government-Wide Financial Statements: Statement of Net Assets..........................................................................................................23 Statement of Activities.............................................................................................................24 Fund Financial Statements: Balance Sheet – Governmental Funds ...................................................................................26 Reconciliation of Governmental Funds Balance Sheet to the Statement of Net Assets................................................................................................27 Statement of Revenues, Expenditures and Changes in Fund Balances – Governmental Funds...............................................................................28 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities...............................29 Statement of Net Assets – Proprietary Funds.........................................................................30 Statement of Revenues, Expenses and Changes in Fund Net Assets – Proprietary Funds .................................................................................32 Statement of Cash Flows – Proprietary Funds .......................................................................34 Notes to the Financial Statements.................................................................................................37 Required Supplementary Information: Schedule of Funding Progress – Texas Municipal Retirement System ........................................67 General Fund Schedule of Revenues, Expenditures and Changes in Fund Balance – Budget and Actual (Budgetary Basis)..............................................................68 CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2004 Table of Contents Page ii Adjustments to General Fund Revenues and Expenditures To Reconcile From Budget Basis to GAAP Basis...............................................................................69 Supplementary Information: Combining and Individual Fund Statements and Schedules: Combining Balance Sheet – Nonmajor Governmental Funds................................................72 Combining Statement of Revenues, Expenditures and Changes in Fund Balances – Nonmajor Governmental Funds..............................................................76 Combining Statement of Net Assets – Nonmajor Enterprise Funds.......................................82 Combining Statement of Revenue, Expenses and Changes in Fund Net Assets – Nonmajor Enterprise Funds..................................................................83 Combining Statement of Cash Flows – Nonmajor Enterprise Funds .....................................84 Schedules of Revenues, Expenditures and Changes in Fund Balance – Budget and Actual (Budgetary Basis): Debt Service......................................................................................................................86 Adjustments to Debt Service Fund Revenues To Reconcile from Budget Basis to GAAP Basis...................................................................87 Special Revenue Funds: Community Development ..........................................................................................88 Convention Center......................................................................................................89 Hotel/Motel Tax ..........................................................................................................90 Parks Escrow..............................................................................................................91 Wolf Pen Creek Tax Increment Financing District .....................................................92 Adjustments to Special Revenue Fund Revenues and Expenditures to Reconcile from Budget Basis to GAAP Basis.........................................93 Internal Service Funds: Combining Statement of Net Assets ..........................................................................96 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets .....................................................................................................98 Combining Statement of Cash Flows.......................................................................100 CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2004 Table of Contents Page iii Capital Assets Used in the Operation of Governmental Funds: Schedule by Source .................................................................................................105 Schedule by Function and Activity ...........................................................................106 Schedule of Changes by Function and Activity........................................................108 STATISTICAL SECTION Government-wide Expenses by Function...........................................................................................112 Government-wide Revenues...............................................................................................................113 General Governmental Revenues and Other Financing Sources......................................................114 General Governmental Tax Revenues By Source..............................................................................115 General Governmental Expenditures and Other Uses by Function ...................................................116 Property Tax Levies and Collections ..................................................................................................117 Assessed Value of Taxable Properties...............................................................................................118 Property Tax Rates, Ratios and Levies - All Direct and Overlapping Governments ..........................119 Paving Assessment Collections..........................................................................................................120 Computation of Legal Debt Margin .....................................................................................................121 Ratio of Net General Bonded Debt to Assessed Value and Net Bonded Debt Per Capita................122 Schedule of Direct and Estimated Overlapping Debt .........................................................................123 Ratio of Annual Debt Service Expenditures for General Obligation Debt to Total General Governmental Expenditures and Other Uses..........................................................124 Utility Funds - Schedule of Revenue Bond Coverage ........................................................................125 Construction Permits...........................................................................................................................126 Principal Taxpayers.............................................................................................................................127 Principal Utility Customers..................................................................................................................128 Summary of Insurance Coverage .......................................................................................................129 Miscellaneous Statistical and Demographic Data ...............................................................................130 v The Financial section described above is prepared in accordance with generally accepted accounting principles for governments as prescribed by the Governmental Accounting Standards Board ("GASB") and other professional associations, as applicable. CITY PROFILE Location The City of College Station, incorporated in 1938, is located in Brazos County in East Central Texas, approximately 140 miles north of the Gulf of Mexico, approximately 90 miles northwest of Houston, approximately 165 miles south of Dallas and approximately 100 miles east of Austin, in an area referred to as the Brazos Valley. The City currently has a land area of 47.2 square miles and a current estimated population of 80,333 as of February 2005. The City has the power, by state statute, to extend its corporate limits by annexation, which it has done periodically. Structure The City of College Station is a home rule municipality and utilizes a Council-Manager form of government organized under the Constitution and laws of the State of Texas. The City Council is composed of a mayor and six council members elected at large. The City Council appoints the City Manager, City Attorney, City Secretary and Municipal Court Judge. Almost all other City staff work under the direction of the City Manager. The Reporting Entity and Services Provided This report includes all government activities, organizations and functions for which the City is financially accountable as defined by the GASB. Based on these criteria, no other governmental organizations are included in the report. For additional information on the reporting entity, refer to Note I-A in the basic financial statements. The City provides a full range of municipal services as prescribed by statute or charter. These services include police, fire and emergency medical services, parks and recreational facilities, library services, street maintenance and construction, public improvements, general administrative services and electrical, water, sewer, and sanitation systems. Internal services of the City accounted for on a cost reimbursement basis are print/mail, risk management, employee health and disability, equipment replacement, fleet management, and communications. Accounting System and Budgetary Control The City's accounting records for general governmental operations are maintained on a modified accrual basis, with the revenues recorded when available and measurable, and expenditures recorded when the services or goods are received and the liabilities incurred. Accounting records for the City's utilities and other proprietary activities are maintained on a full accrual basis with revenues recorded when earned and expenses recorded as goods or services are provided to the user. In developing and maintaining the City's accounting system, consideration is given to the adequacy of the internal control structure. Internal accounting controls are designed to provide reasonable, but not absolute, assurance regarding: (1) the safeguarding of assets against loss from unauthorized use or disposition, and (2) the reliability of financial records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance recognizes that the cost of a control should not exceed the benefits likely to be derived, and the evaluation of costs and benefits requires estimates and judgments by management. vi All internal accounting control evaluations occur within the above framework. We believe that the City's internal accounting controls adequately safeguard assets and provide reasonable assurance of proper recording of financial transactions. The annual budget serves as the foundation for the City's financial planning and control. The City Charter provides that the City Manager will submit a proposed budget to the City Council between 30 and 90 days prior to the end of the fiscal year. The City's budget is prepared by function, fund and department. The City Council is required to hold a public hearing on the proposed budget and to adopt a budget no later than the 27th day of the last month of the fiscal year. The City's fiscal year begins on October 1 and ends on September 30. Controls of budgetary spending are at the department level within the City's General Fund and at the individual fund appropriation in all other funds. The City Council must authorize transfers between General Fund departments and all increases in total spending in any fund. The City's departments have direct access to review budgets as often as necessary. Monthly closing reports are prepared and reviewed by management showing revenues, expenditures, and balance sheets. Summarized financial reports and budget reports are provided to the City Council on a quarterly basis. FACTORS AFFECTING FINANCIAL CONDITION Economic Conditions College Station's economic outlook is positive. College Station did not experience the full effect of the national and state economic slowdown over the past several years. The area is somewhat immune due to a concentration of stable and even-growing employment sectors such as government, higher education and health care. College Station continues to enjoy one of the lowest unemployment rates in the state. At the end of 2004 the Brazos County unemployment rate was 2.0 percent. Slow but steady job growth also occurred adding approximately 2.8 percent to non-farm payrolls in 2004. Many parts of the state and nation experienced reductions in various types of tax revenue. Sales taxes were down in the State of Texas in 2002 and 2003, the first time since the sales tax was instituted in Texas. In 2004 state sales tax revenues were up by 7.9%. Sales tax collections in College Station continued to grow through those two years of economic turmoil, and saw significant growth in fiscal year 2004. College Station's sales taxes were up in fiscal year 2004 by 8.5 percent over fiscal year 2003 to $14,957,697. College Station continues to see significant growth in housing and commercial development. There were 549 new housing starts during 2004, somewhat fewer than in 2003 but well ahead of the average number of new housing starts over the last ten years. Total ad valorem assessed valuation increased by approximately $305 million or approximately 11.2 percent for fiscal year 2004 over fiscal year 2003. Commercial development continued to be strong with both new and redevelopment. Several new commercial businesses opened in College Station in 2004, and several new hotels were under construction in 2004. The University Drive corridor continued to have a significant amount of new businesses and increased traffic. One major asset of the City of College Station is that it is the home of Texas A & M University ("TAMU"). TAMU is located on an approximately 5,200 acre campus within the City. TAMU has a significant economic impact on the City, contributing an estimated $784 million annually to the local economy. TAMU has consistently ranked among the top 50 universities in the United States. Each year, TAMU's vii 2,500 faculty conduct an estimated $400 million worth of sponsored research projects, assisted by more than 5,000 paid graduate students. The $4.2 billion endowment ranked TAMU eleventh in the nation for fiscal year 2000. Student enrollment at TAMU was 44,571 as of September 2004. TAMU employs more than 20,000 full-time and part-time people. Major Initiatives In 2004 the construction of the second phase of trails and drainage improvements in the Wolf Pen Creek District began. This project is being paid for from the Wolf Pen Creek Tax Increment Financing District fund and the Drainage Utility fund, and is a significant project in the Wolf Pen Creek Corridor that is designed to help spur additional development in this growing corridor. This area also saw the beginning of construction on an ice rink by a private developer. The City conveyed the 4.23 acre tract of land and is reimbursing the developer for relocation of sewer lines as part of an economic development agreement. Another significant economic development agreement was the construction of the Warehouse at Cross Street loft apartments in the Northgate area. The City participated in the construction of new sidewalks, utility infrastructure, curb and gutter, and the planting of street trees on this project. During fiscal year 2004 construction began on an expansion to the Lincoln Recreation Center. The City continues to upgrade and replace infrastructure within its parks system. Parking, improved trail surfaces, bridges, and a new entrance were constructed at the Lick Creek Park. Other park projects completed in 2004 include new lighting for the softball fields at Bee Creek Park, and the completion of Southern Oaks Park, a neighborhood park, in the Shenandoah subdivision. A new street extension was completed with Copperfield Drive extended between Highway 30 and Highway 60. Widening projects continued on Greens Prairie Road East of Highway 6 to Pebble Creek Parkway and the George Bush East widening project from Texas Avenue to Dominik was completed. Other significant street projects include the rehabilitation on Dominik Drive from Munson Street to the Dominik Drive cul-de-sac. Also in 2004 the First, Maple and Louise Street rehabilitation project was completed ahead of schedule. This project also included water and sewer line replacements, storm sewer and electrical installations with new street light foundations, and sidewalks with ramps. In 2004 another significant rehabilitation project included was the Southside System A rehabilitation project which included street and utility rehabilitation, drainage improvements and the installation of new storm sewer inlet lines. The relocation of overhead utility lines on a portion of two major thoroughfares, Texas Avenue and Harvey Road was completed in 2004. Construction also began in 2004 on Fire Station #5 located on Greens Prairie Road in the southern part of College Station. This station is needed to provide adequate fire protection in the growing southern part of the City. Several new traffic signals were installed during the year to provide greater safety and better traffic flow. New traffic signals were installed and made operational in fiscal year 2004 at Manuel on Texas Avenue, George Bush East and Holleman, and University Drive at Forest Drive. A sidewalk project completed in 2004 was the sidewalk on the south side of Harvey Road from Johnny Carino's eastward to Dartmouth Drive. Other sidewalk projects to place sidewalks along parts of Longmire Drive and Anderson Street were also completed in 2004. Technology is an ongoing area of advancement for the City. During fiscal 2004 work continued on a software implementation to allow citizens to register for sports and recreation activities and to obtain information on athletic fields, pools and leisure activities on the internet. An upgrade to the Fire Department scheduling software also was underway in 2004. This software automates and simplifies scheduling for the department to ensure qualified personnel are always available to respond to emergencies while allowing individual employees the greatest personal flexibility. Also underway in 2004 was the writing of a program that enables Municipal Court to coordinate with other agencies regarding collection of delinquent fines, increasing the collection rate and efficiency for the Court. Also in 2004 the viii City's new website was formally unveiled and was an immediate success with its user friendly format and continuously updated information. Capital Planning The citizens of the City approved general obligation bond proposals totaling approximately $38.4 million in November 2003. The first portion of this bond authorization totaling $6,105,000 was issued in 2004. It is anticipated that the various street, traffic safety, public buildings, parks and fire station projects funded by these bonds will be built over the next five years. The City has gone to the voters three times in the last ten years with successful general obligation bond proposals. Among the more ambitious projects planned is a City Centre that will eventually group most City departments in a campus-like setting. The site is between the Police Station and Central Park abutting Texas Avenue on the West, Earl Rudder Freeway on the East and Krenek Tap Road on the North. It is projected that the City will be able to make the improvements without increasing the ad valorem tax rate for the capital portion of these projects. Planning in the various utilities provides for an anticipated investment of $113 million over the next five years. The funds will be used to provide electric line extensions, transmission enhancements, substations, new customer connections, and replacements of existing facilities. The water utility will replace lines in older neighborhoods, add new transmission and distribution lines, provide for a looped system, add new wells, and continue a project to add transmission capacity from the well field to the City. Wastewater projects include sewer outfall lines, line extensions for annexed areas and new services, and treatment plant improvements. Relatively small rate increases are anticipated for the water and wastewater utilities over the next five years to keep up with the additional capital requirements. Cash Management The City awards its depository contract through official bidding procedures for a two-year period with the provision for up to three one-year extensions. The City is planning to issue a request for applications for a new contract during 2005. The current depository contract with First American Bank SSB expires October 1, 2005. Temporarily idle cash for all funds is invested by City officials in securities as allowed by Texas Statutes and the City's investment policy. The average balance of the City's investment portfolio for fiscal year 2004 was approximately $128,621,623. The overall portfolio produced total interest earnings of $2,805,108 which represents a decrease of $462,570 from fiscal year 2003, due to lower interest rates resulting in part from the economic slowdown and the Federal Open Market Committee's attempt to stimulate the economy. The City's bank depository agreement requires that all demand deposits and time deposits are secured by pledged collateral with a market value equal to no less than 102 percent of the deposits, less $100,000 which is insured by the Federal Deposit Insurance Corporation. Evidence of the pledged collateral is maintained by the Fiscal Services Department and a third party financial institution. Collateral is reviewed monthly to assure the market value of the securities pledged equals or exceeds the related bank balances. Assets pledged to the City by its depository are held by the Federal Home Loan Bank, Dallas, Texas, pursuant to a separate Custody Account Agreement. Investment securities purchased for the City, except investments in pooled funds and mutual funds, are on a delivery versus payment basis. That is, funds are not wired or paid until verification has been made that the correct security has been received by the custodian. Securities are held in a custody account in the City's name. The original copy of all safekeeping statements is delivered to the City. J.P. Morgan Chase has been designated as the City's safekeeping and custodian bank. ix During fiscal year 2004, the City Council reviewed the existing Investment Policy as required by state law and no changes were made to the policy. The investment policy provides for an Investment Committee comprised of the Investment Officer and at least two other staff members designated by the City Manager. The City had no realized losses on any securities held during the year. For additional information on the City's investments refer to Note IV-A to the financial statements. Risk Management The City's risk management program is administered by the Risk Management Division. The division is responsible for monitoring all claims filed against the City as well as handling the filing of claims as necessary on behalf of the City. The Risk Management Division is responsible for administering the City's Workers' Compensation and Property Casualty Self Insurance Funds. The City's Risk Manager is responsible for ensuring that the City's coverage is adequate to protect the City in the event of potential losses and for ensuring continuous coverage. The City is developing an aggressive safety training program. Employee Retirement System The City is a member of the Texas Municipal Retirement System ("TMRS") which covers all full-time and certain part-time employees. The plan provides for no benefits beyond the contributions of the employee, employer and earnings on the individual employee account. Employee contributions are seven (7) percent of gross earnings. The City's contribution rate for 2004 was 12.17 percent. The employee contribution rate has been increased for 2004 to seven (7) percent. The contribution rate for the City is set by TMRS annually for a calendar year. Any unfunded liability (actuarially determined cost to the City not already paid) is paid over a 25-year period and is included as a part of the rate the City pays. OTHER INFORMATION Independent Audit Section 37 of the City's Charter requires that not less than thirty (30) days prior to the end of each fiscal year, the City Council shall designate a qualified public accountant or accountants who, as of the end of the fiscal year, shall make an independent audit of accounts and other evidences of financial transactions of the city government and shall submit the report to the City Council. Such accountants shall have no personal interest, direct or indirect, in the fiscal affairs of the city government. They shall not maintain any account or record of the city business, but, within specifications approved by the City Council, shall post- audit the books and documents kept by the Department of Fiscal Services and any separate or subordinate accounts kept by any other office, department or agency of the city government. The City of College Station has engaged Ingram, Wallis & Company of Bryan, Texas to perform the audit, and their opinion has been included in this report. It should be noted that the auditors included all funds in their audit, performed their audit in accordance with U.S. generally accepted auditing standards, and concluded, based upon the audit, that there was a reasonable basis for rendering an unqualified opinion that the City of College Station's financial statements for the fiscal year ended September 30, 2004, are fairly presented in conformity with U.S. generally accepted accounting principals. The independent auditors' report is presented as the first component of the financial section of this report. Certificate of Achievement The Government Finance Officers Association of the United States and Canada ("GFOA") awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of College Station for its xi CITY OF COLLEGE STATIONCITIZENS OFCOLLEGE STATIONMAYOR ANDCOUNCILAPPOINTED BOARDS ANDCOMMISSIONSCITYSECRETARYMUNICIPALJUDGESCITY ATTORNEYCITY MANAGER'S OFFICECity ManagerAssistant City ManagerCOMMUNITYPROGRAMSPUBLIC COMMUNICATIONSAND MARKETINGEMERGENCYMANAGEMENTFIREPOLICEECONOMIC DEVELOPMENT/COMMUNITY DEV.FISCALSERVICESPARKS &RECREATIONDEVELOPMENTSERVICESPUBLICWORKSPUBLIC UTILITIESOFFICE OFTECHNOLOGY &INFORMATIONSERVICESHUMANRESOURCESADMINISTRATIONSUPPRESSIONPREVENTIONEMSADMINISTRATIONUNIFORMPATROLCRIMINALINVESTIGATIONSSPECIALSERVICESQUARTERMASTERCOMMUNICATIONS /JAILPROFESSIONALSTANDARDSINFORMATIONSERVICESBUSINESS PARKEDC LIAISONREDEVELOPMENTTOURISMDEVELOPMENTRETAILDEVELOPMENTSPECIAL PROJECTS/CIPCOMMUNITY DEVELOPMENTACCOUNTINGPURCHASINGRISKMANAGEMENTMUNICIPALCOURTADMINISTRATIONRECREATIONSPECIALFACILITIESPARKSOPERATIONSFORESTRYARTS COUNCILBUILDINGINSPECTIONPLANNINGSTREETSDRAINAGEFLEETTRAFFICSOLID WASTECOLLECTIONENGINEERINGFACILITIESMAINTENANCEELECTRICWATERWASTEWATERMANAGEMENTINFORMATIONSERVICESGEOGRAPHICINFORMATIONAND MAP SERVICESCOMMUNICATIONSERVICESUTILITY CUSTOMER SERVICESLIBRARYAPPOINTEDBOARDSDEVELOPMENTCOORDINATIONOFFICE OF BUDGETAND STRATEGIC PLANNINGCONVENTION &VISITORS BUREAUPARKINGCOMMUNITY ENHANCEMENT(CODE ENFORCEMENT)xii xiii CITY OF COLLEGE STATION, TEXAS PRINCIPAL CITY OFFICIALS September 30, 2004 Elected Officials: Mayor.............................................................................................................................. Ron Silvia Council Member, Mayor Pro Tem.............................................................................. Dennis Maloney Council Member, Place 1............................................................................................James Massey Council Member, Place 2..................................................................................................John Happ Council Member, Place 3...........................................................................................Robert Wareing Council Member, Place 4..........................................................................................Susan Lancaster Council Member, Place 6................................................................................................Nancy Berry City Administration: City Manager .......................................................................................................Thomas E. Brymer Assistant City Manager.................................................................................................Glenn Brown City Attorney ......................................................................................................Marshall Cargill, Jr. City Secretary ............................................................................................................ Connie Hooks Director of Public Utilities ..............................................................................................John Woody Director of the Office of Technology and Information Services.......................................Olivia Burnside Finance and Strategic Planning Director...........................................................................Jeff Kersten Director of Economic Development ....................................................................................Kim Foutz Director of Development Services .....................................................................................Joey Dunn Fire Chief................................................................................................................. David Giordano Director of Parks and Recreation...............................................................................Stephen Beachy Director of Human Resources .....................................................................................Julie O’Connell Police Chief............................................................................................................... Edgar Feldman Director of Public Works..................................................................................................Mark Smith 1 2 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 3 This section of the City of College Station's (the City) Comprehensive Annual Financial Report presents a narrative overview and analysis of the financial activities of the City for the fiscal year ended September 30, 2004. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal. FINANCIAL HIGHLIGHTS • The assets of the City exceeded its liabilities at the close of the most recent fiscal year by $292,242,242 (net assets). Of this amount, $53,592,003(unrestricted net assets) may be used to meet the government's ongoing obligations to citizens and creditors. • The City's total net assets increased by $21,454,690 during the fiscal year. • At the close of the current fiscal year, the City's governmental funds reported combined ending fund balances of $59,310,586, a decrease of $3,911,578 when compared to the prior year. This decrease is primarily attributable to the early retirement of $4,430,000 in debt related to the 1998 Certificates of Obligation. • Approximately 26.5% of the combined governmental funds ending fund balance, or $15,698,697, is available for spending at the City's discretion (unreserved-undesignated fund balance). • During fiscal year 2004, the City's total debt increased by approximately $2,070,000. Key factors in this increase were the issuance of $12,940,000 in General Obligation Improvement and Refunding Bonds, and $9,415,000 in Certificates of Obligation. OVERVIEW OF THE FINANCIAL STATEMENTS This discussion and analysis is intended to serve as an introduction to the City's basic financial statements. The City's basic financial statements are comprised of three components: (1) Government-wide financial statements (2) Fund financial statements (3) Notes to the financial statements. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 4 This report also contains other supplementary information in addition to the basic financial statements themselves. The following diagram illustrates the relationship between the different components of this report: Relationship Between Comprehensive Annual Financial Report (CAFR) and Basic Financial Statements and Required Supplementary Information (RSI) General information on the government Introductory structure, services, and environment Section Pages iv-xiii + Management's Discussion and Analysis Pages 3-21 Government-Wide Financial Statements Basic Pages 23-25 Financial Governmental Fund Financial Statements Statements Pages 26-29 and Proprietary Fund Financial Statements Financial RSI Pages 30-35 Section Notes to the Financial Statements Pages 37-66 Additional Required Supplementary Information Pages 67-69 Information on individual funds and other supplementary information not required by GAAP Pages 72-109 + Trend Data and Nonfinancial Data Pages 112-134 Statistical Section Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 5 Government-Wide Financial Statements The government-wide financial statements are designed to provide readers with a broad overview of the City's finances, in a manner similar to a private-sector business. The statement of net assets presents information on all of the City's assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether or not the financial position of the City is improving or deteriorating. The statement of activities presents information showing how the City's net assets changed during the most recent fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods, such as revenues pertaining to uncollected taxes and expenses pertaining to earned but unused vacation. Both of the government-wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental activities of the City include general government, police, financial services, information systems, planning and development, fire, municipal services, parks and recreation, and citizen and neighborhood resources. The business-type activities of the City include electric, water, sewer, and solid waste operations. The government-wide financial statements can be found on pages 23-25. Fund Financial Statements A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the City can be divided into governmental funds and proprietary funds. Governmental Funds Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near- term inflows and outflows of spendable resources as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in determining what financial resources are available in the near future to finance the City's programs. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact of the government's near-term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 6 The City maintains several individual governmental funds organized according to their type (special revenue, debt service, and capital projects). Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for the General Fund, Debt Service Fund, and Streets Capital Projects Fund which are considered to be major funds. Data from the remaining governmental funds are combined into a single, aggregated presentation. Individual fund data for each of the non-major governmental funds is provided in the form of combining statements elsewhere in this report. The governmental fund financial statements can be found on pages 26- 29. The City adopts an annual appropriated budget for its General Fund, Debt Service Fund, and Streets Capital Projects Funds. A budgetary comparison statement has been provided for the General Fund, Debt Service Fund and Special Revenue Funds to demonstrate compliance with their budgets. Proprietary Funds Proprietary funds are generally used to account for services for which the City charges customers--either outside customers or internal units or departments of the City. Proprietary funds provide the same type of information as shown in the government-wide financial statements, only in more detail. The City maintains the following two types of proprietary funds: Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The City uses enterprise funds to account for the operations of the electric, water, sewer, sanitation, Cedar Creek Condominiums and parking activities of the City. The Electric, Water, and Sewer funds are considered to be major funds of the City while the remaining funds (Sanitation, Northgate Parking Garage, and Cedar Creek Condominiums) are presented in aggregate as non-major enterprise funds. Individual fund data for the non-major enterprise funds can be found in the form of combining statements elsewhere in this report. Internal service funds are used to report activities that provide supplies and services for certain City programs and activities. The City uses internal service funds to account for communication, fleet maintenance, print-mail, and utility billing services. It also uses internal service funds to account for equipment replacement; employee benefits; and unemployment, workers' compensation, and property casualty insurance. All of these services, with the exception of utility billing, predominantly benefit governmental rather than business-type functions and have been included within governmental activities in the government-wide financial statements. The Utility Billing Fund has been included with the business-type activities in the government-wide financial statements. The internal service funds are combined into a single, aggregated presentation in the proprietary fund financial statements. Individual fund data for the internal service funds is provided in the form of combining statements elsewhere in this report. The proprietary fund financial statements can be found on pages 30-35. Notes to the Financial Statements The notes to the financial statements provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 7 Required Supplementary Information In addition to the basic financial statements and accompanying notes, this report presents on pages 67-69 certain required supplementary information concerning the City's progress in funding its obligation to provide pension benefits to its employees and the general fund budget-to-actual comparison. Combining Statements The combining statements referred to earlier in connection with the non-major governmental and enterprise funds and the internal service funds are presented on pages 72-101 immediately following the required supplementary information on pensions. GOVERNMENT-WIDE FINANCIAL ANALYSIS As noted earlier, net assets may serve as a useful indicator of a government's financial position. For the City, assets exceeded liabilities by $292,242,242 at the close of the most recent fiscal year. The largest portion of the City's net assets (75.8 percent) reflects its investment of $221,655,539 in capital assets (e.g., land, buildings, and equipment), less any related outstanding debt used to acquire those assets. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be liquidated for these liabilities. Net Assets Governmental Activities Business-Type Activities Total 2004 2003 2004 2003 2004 2003 Assets Current and Other Assets 75,307,405$ 78,351,388$ 63,463,862$ 64,640,588$ 138,771,267$ 142,991,976$ Capital Assets 145,281,615 131,819,891 182,822,797 169,975,339 328,104,412 301,795,230 Total Assets 220,589,020 210,171,279 246,286,659 234,615,927 466,875,679 444,787,206 Liabilities Long-Term Liabilities Outstanding 83,471,294 77,339,680 75,608,361 79,547,501 159,079,655 156,887,181 Other Liabilities 5,894,040 6,135,086 9,659,742 10,977,387 15,553,782 17,112,473 Total Liabilities 89,365,334 83,474,766 85,268,103 90,524,888 174,633,437 173,999,654 Net Assets Invested in Capital Assets, Net of Related Debt 92,953,737 86,587,535 128,701,802 109,857,913 221,655,539 196,445,448 Restricted 14,343,375 12,031,989 2,651,325 2,466,731 16,994,700 14,498,720 Unrestricted 23,926,574 28,076,989 29,665,429 31,766,395 53,592,003 59,843,384 Total Net Assets 131,223,686$ 126,696,513$ 161,018,556$ 144,091,039$ 292,242,242$ 270,787,552$ Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 8 An additional portion of the City's net assets, $16,994,700 (5.8 percent) represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net assets, $53,592,003 (18.4 percent) may be used to meet the government's ongoing obligations to citizens and creditors. The City experienced a decrease in unrestricted net assets of $6,251,381. $4,150,415 of this decrease occurred in the governmental activities unrestricted net assets and primarily resulted from the early retirement of the outstanding balance of the 1998 Certificates of Obligation. The $2,100,966 decrease in the business-type activities primarily resulted from the use of operating funds for capital projects in the water fund. At the end of the current fiscal year, the City was able to report positive balances in all three categories of net assets, both for the government as a whole, as well as for the business-type activities. The same situation held true for the prior fiscal year. During fiscal year 2004 the City conducted an inventory of governmental land, contracted an inventory of governmental machinery and equipment, contracted an appraisal of governmental infrastructure, and corrected the value of previously recorded governmental buildings and building improvements. The adjustments for all of these items resulted in a net increase in governmental capital assets of $7,795,715. Beginning governmental net assets have been restated to reflect this change. The City's net assets increased by $21,454,690 as a result of fiscal year 2004 operations. The increase is primarily attributable to increases in ongoing revenues and relatively stable expenses. The following table provides a summary of the City's operations for the year ended September 30, 2004 and highlights key elements of the increase in the City's net assets: Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 9 Changes in Net Assets For the Fiscal Year Ended September 30, 2004 Governmental Activities Business-Type Activities Total Revenues 2004 2003 2004 2003 2004 2003 Program Revenues: Charges for Services 9,525,576$ 8,437,681$ 70,518,669$ 71,148,910$ 80,044,245$ 79,586,591$ Operating Grants and Contributions 3,208,957 1,891,808 - 50,700 3,208,957 1,942,508 Capital Grants and Contributions 5,266,837 6,399,178 5,179,221 3,887,629 10,446,058 10,286,807 General Revenues: Property Taxes 14,668,641 13,441,000 - - 14,668,641 13,441,000 Sales Tax 15,238,995 14,027,489 - - 15,238,995 14,027,489 Other Taxes 4,166,016 3,808,962 - - 4,166,016 3,808,962 Interest and Investment Income 1,224,546 1,739,929 662,359 1,126,900 1,886,905 2,866,829 Other 4,386 19,563 - - 4,386 19,563 Total Revenues 53,303,954 49,765,610 76,360,249 76,214,139 129,664,203 125,979,749 Expenses General Government 7,536,427 7,857,618 - - 7,536,427 7,857,618 Fiscal Services 1,953,189 1,834,859 - - 1,953,189 1,834,859 Police 9,654,447 9,374,251 - - 9,654,447 9,374,251 Fire 7,189,495 7,102,089 - - 7,189,495 7,102,089 Development Services 1,586,114 1,651,761 - - 1,586,114 1,651,761 Public Works 5,004,976 5,242,162 - - 5,004,976 5,242,162 Parks and Recreation 6,154,862 6,361,728 - - 6,154,862 6,361,728 Office of Technology and - - Information Services 2,652,957 2,919,155 - - 2,652,957 2,919,155 Interest on Long Term Debt 3,448,533 3,643,268 - - 3,448,533 3,643,268 Unallocated Depreciation 2,690,998 2,543,780 - - 2,690,998 2,543,780 Electric Utility - - 41,120,750 43,299,695 41,120,750 43,299,695 Water Utility - - 6,542,184 6,283,025 6,542,184 6,283,025 Sewer Utility - - 7,214,296 7,347,315 7,214,296 7,347,315 Sanitation Services - - 4,848,591 4,419,352 4,848,591 4,419,352 Parking Operations - - 550,544 461,394 550,544 461,394 Cedar Creek Condominiums - - 61,150 - 61,150 - Total Expenses 47,871,998 48,530,671 60,337,515 61,810,781 108,209,513 110,341,452 Increase in Assets Before Transfers 5,431,956 1,234,939 16,022,734 14,403,358 21,454,690 15,638,297 Transfers Net (904,783) 6,856,352 904,783 (6,856,352) - - Increase in Net Assets 4,527,173 8,091,291 16,927,517 7,547,006 21,454,690 15,638,297 Net Assets at Beginning of Year 126,696,513 118,605,222 144,091,039 136,544,033 270,787,552 255,149,255 Net Assets at End of Year 131,223,686$ 126,696,513$ 161,018,556$ 144,091,039$ 292,242,242$ 270,787,552$ Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 10 Governmental activities. Governmental activities increased the City of College Station's net assets by $4,527,173, thereby accounting for 21.1 percent of the total growth in net assets. Key elements of this increase are as follows: • Property taxes increased $1,227,641 (9.1%) during the year. This is primarily the result of the total ad valorem assessed valuations increasing by $305 million or 11.2 percent over fiscal year 2003. • Sales taxes increased $1,177,058 (8.5%) during the year. This is attributable to continued economic growth in the area. The chart below illustrates the City's governmental revenues by source. For governmental activities overall without regard to program, sales tax (29 percent) and property tax (28 percent) are the largest sources of funds followed by charges for services (18 percent), and grants and contributions (16 percent). All other governmental revenues account for 9 percent of all governmental revenues. City of College Station, Texas Governmental Revenues By Source $53,303,954 18% 28% 8% 0%1% 29% 16% Charges for Services Grants and Contributions Property Tax Sales Tax Other Taxes Investment Income Other Another useful chart depicts governmental activity program revenues relative to program expenses. That data is presented below: Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 11 Governmenal Activities Comparison of Program Revenues to Program Expenses - 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000General GovernmentFiscal ServicesPoliceFireDevelopment ServicesPublic WorksParks and RecreationOffice of Technology and Information ServicesInterest on Long-Term DebtUnallocated DepreciationProgram Revenues Program Expenses Business-type activities. Business-type activities increased the City of College Station's net assets by $16,927,517, thereby accounting for 78.9 percent of the total growth in net assets. Key elements of this increase are as follows: • With the continued growth in the area capital contributions continued to be a major source of revenue for the electric, water, and sewer funds. In fiscal year 2004 capital contributions amounted to $5,179,221. • Electric utility expenses actually experienced a decrease of $2.2 million or 5% from fiscal year 2003. This is attributable to a litigation settlement that occurred during fiscal year 2003. Revenues for the City's business-type activities are presented in the following chart. Charges for services provided the largest share of revenues (92 percent) for the City's business-type activities. It was followed by grants and contributions (7 percent) and investment income (1 percent). Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 12 Business-type Revenues $76,360,249 92% 7%1% Charges for Services Grants and Contributions Investment Income Another useful chart depicts business-type activity program revenues relative to program expenses. That data is presented below: Business-type Activities Comparison of Program Revenues to Program Expenses - 10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000 Electric Water Sewer Sanitation Cedar Creek Condominium Northgate Parking Program Revenues Program Expenses Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 13 FINANCIAL ANALYSIS OF THE CITY'S FUNDS As noted above, the City uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental Funds The focus of the City's governmental funds is to provide information on near-term inflows, outflows, and balances of resources that are available for spending. Such information is useful in assessing the City's financing requirements. In particular, unreserved fund balance may serve as a useful measure of a government's net resources available for spending at the end of the fiscal year. The types of governmental funds reported by the City include the General Fund, Debt Service Fund, and Streets Capital Projects Fund. Other governmental funds of the City are reported as non-major funds. As of the end of the current fiscal year, the City's governmental funds reported combined ending fund balances of $59,310,586. Approximately 26.5 percent ($15,698,697) of this total amount constitutes unreserved fund balance and is available for spending at the City's discretion. The remainder of fund balance is reserved to indicate that it is not available for new spending because it has already been committed as follows: (1) To pay debt service ($2,538,713), (2) To liquidate contracts and purchase orders of the prior period ($10,053,752), (3) To capital improvements ($29,462,122), (4) To permanent cemetery endowments ($990,694), (5) To police criminal investigation activity ($15,402), (6) To inventory ($49,344), (7) To Court Technology ($274,038), (8) To Court Security ($203,331), and (9) To Court Efficiency ($24,493). Revenues for governmental functions overall totaled approximately $47,778,069 in the fiscal year ended September 30, 2004, an increase of 10.7 percent or $4,628,103 from the fiscal year ended September 30, 2003. Expenditures for governmental functions totaling $67,447,541 increased by approximately 14.4 percent ($8,481,140) from the fiscal year ended September 30, 2003. In fiscal year 2004, expenditures for governmental functions exceeded revenues by $19,669,472. That amount was 24.4 percent more than the previous year's amount of $15,816,435. The General Fund is the chief operating fund of the City of College Station. At the end of the current fiscal year, the unreserved, undesignated fund balance was $9,613,442 while the total fund balance reached $10,702,952. The City's fiscal and budgetary policies require that the General Fund's undesignated fund balance be at least equal to 15 percent of budgeted expenditures, a percentage equal to 55 days of expenditures. The unreserved, undesignated Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 14 fund balance is approximately 24.2 percent of fiscal year 2004 budgeted expenditures and exceeds the minimum requirement set by policy. As a measure of the fund's liquidity, it is useful to compare both unreserved and total fund balance to total fund actual expenditures. Unreserved fund balance represents 25.6 percent of total general fund expenditures while total fund balance represents 28.5 percent of the same amount. The fund balance continues to meet and exceed the Fiscal and Budgetary Policy of having 15% of expenditures available in fund balance. The fund balance of the General Fund decreased by $547,383 during the current fiscal year. Key factors in this change were as follows: • Overall revenues were up by approximately 8.3 percent, primarily due to an increase in sales tax revenue and property tax revenue which resulted from strong retail sales and new property values on the tax rolls. • A 9.9 percent increase in licenses and permits which was a result of an increase in building permit revenue. This increase came from commercial construction value. • A 11.4 percent increase in fines due to more aggressive collection efforts and increases in the amount of traffic fines, • Overall total expenditures were up by approximately 11.4 percent, primarily due to increases in department spending. The Debt Service Fund ended the fiscal year with a fund balance of $2,538,713, all of which is reserved for the payment of debt service. The net increase in fund balance during the current fiscal year was $902,406. A $954,688 increase in debt service revenues and other financing sources was more than enough to cover principal retirements and interest payments. The Streets Projects fund ended the fiscal year with a fund balance of $19,160,316. This entire amount is either reserved for encumbrances related to current capital projects or reserved for future capital projects. The net decrease in fund balance during the current fiscal year was $1,579,698. This decrease is attributable to the expenditure of funds on streets capital projects. Proprietary Funds The City's proprietary funds provide the same type of information found in the government-wide financial statements but in more detail. At the end of the current fiscal year, the City's proprietary funds reported combined ending net assets of $159,732,237. Approximately 18.2 percent ($29,119,651) of this total amount constitutes unrestricted net assets. The remainder of net assets for the proprietary funds, $130,612,586, is reported as follows: (1) Invested in capital assets, net of related debt ($127,961,261), and (2) Restricted for debt service ($2,651,325). Operating revenues for proprietary activities totaled $70,174,236 for the fiscal year, an increase of 1.3 percent or $916,872 from the previous fiscal year. Operating expenses decreased $1,334,350 or 2.3 percent for the same period causing operating income to increase $2,251,222 or 19.3 percent. The proprietary funds reported net nonoperating expenses of $3,438,933 at the end of fiscal year 2004 as compared to net nonoperating expenses of $826,277 in the previous Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 15 fiscal year. As a result of the increase in operating income and the increase in transfers in, the increase in net assets, $16,554,122, was $8,690,158 more than the change in net assets for the previous year. Electric Fund At the end of the fiscal year, the unrestricted net assets for the Electric Fund totaled $6,745,147. The electric utility ended the fiscal year with working capital of $6,442,354, an increase of $1,978,817 or 44 percent from fiscal year 2003. The majority of this increase is due to the $8.7 million settlement of a lawsuit that reduced working capital in fiscal year 2003. In addition, the City decided to use current resources to provide for capital requirements for the electric system and certain other capital acquisitions, a strategy that will help maintain a low debt to equity ratio, maintain relatively low annual debt service payments, and allow the City to be more flexible as it faces the challenges of deregulation within the electric utility industry. The City’s policy with regard to its enterprise funds is to maintain at least 15 percent of annual operating expenses in working capital, a percentage equal to 55 days of expenses. At September 30, 2004, Electric Fund working capital equaled approximately 16 percent. Electric Fund operating revenues increased by 1.8 percent ($826,692) during fiscal year 2004 while operating expenses decreased 5.1 percent ($2,175,502) during the same period resulting in a 70.6 percent increase ($3,002,194) in operating income. The large decrease in operating expenses was due to the settlement of the lawsuit that occurred in fiscal year 2003. As a result of the decrease in expenses and an increase in transfers in, net assets for the Electric Fund increased by $6,929,599 during the fiscal year. Water Fund Unrestricted net assets for the Water Fund at September 30, 2004 were $7,462,386. Working capital in the Water Fund at the end of fiscal year 2004 was $7,598,761, a decrease of approximately 34 percent from fiscal year 2003. Water Fund working capital was 144 percent of total operating expense and exceeds the minimum 15 percent requirement under the Council's adopted policy. Water Fund operating revenues decreased by 4.3 percent ($370,774) during fiscal year 2004 as a result of slightly lower water consumption due to cooler temperatures and increased rainfall. During the same period, operating expenses increased 7.9 percent ($384,487). As a result, operating income decreased 20.3 percent to $2,964,899 in fiscal year 2004. The Water Fund's change in net assets was $2,967,020, a 30.6 percent decrease over the previous year. This decrease is due to the combination of reduced revenue and increased operating expenses. Sewer Fund The Sewer Fund's unrestricted net assets at the end of fiscal year 2004 were $5,740,214. The Sewer Fund ended the fiscal year with a working capital balance of $4,977,173, which was 10 percent above fiscal year 2003. Sewer Fund working capital was 88 percent of total operating expenses and is well above the minimum requirement for the fund. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 16 Operating revenues in the Sewer Fund were $9,166,440, a $282,958 (3.2 percent) increase over the previous fiscal year. Operating expenses increased from $5,599,591 to $5,679,897 or 1.4 percent while operating income rose by 6.2 percent from $3,283,891 to $3,486,543. BUDGETARY HIGHLIGHTS The final amended budget for fiscal year 2004 totaled $170,755,578 for all funds. Of this amount $124,449,475 (73 percent) was budgeted for operations and maintenance expenditures, and $46,306,103 (27 percent) was budgeted for capital improvement projects. In the General Fund the final revised budgeted change in fund balance was $2,587,748 lower than the original budgeted change and the significant items that comprise this difference can be briefly summarized as follows: • $1,025,414 - Encumbrances rolled over from previous fiscal year • $250,000 - Additional funding for the Arts Council of Brazos Valley • $220,556 - Matching funds for FEMA Fire Equipment Grant, Homeland Security Grant, and Law Enforcement Block Grants • $118,823 - Gainsharing distribution to employees • $222,840 - Purchase of 3 homes and lots on Foster Street. • $600,000 - Additional funding for cemetery land acquisition. In the General Fund the actual change in fund balance was $4,150,441 higher than the final revised budgeted change and the significant items that comprise this difference can be briefly summarized as follows: • $1,310,820 - Lower Capital Outlay expenditures primarily related to the delay in spending the funds appropriated for cemetery land acquisition and delays in the purchase of other capital items including the AM radio station and the ups system for 6 traffic signals. • $1,219,871 - Additional tax revenue generated primarily from higher sales tax revenues. Natural gas franchise and telecable franchise revenues were also higher than budget primarily due to the renegotiation of these franchise agreements. • $409,256 - Lower expenditures in the economic development fund related to economic development incentives that were budgeted for and did not occur in FY 04. • $227,566 - Additional Licenses and Permits revenue generated from an increase in commercial building activity and an increase in the minimum building permit fee. • $164,275 - Lower Purchased Professional Services expenditures related to two franchise agreements that did not require the use of all the funds budgeted. • $90,531 - Lower salaries and benefits in the Fire Department due to delays in hiring new personnel for Fire Station #5. • $86,706 - Additional Fines, Forfeits & Penalties revenue generated from more efficient municipal court operations. • $62,430 - Additional Charges for Services revenue generated by an increase in the collection of arrest and warrant service fees, an increase in Parks and Recreation fees and usage, an increase in development filing fees, and various other fee and usage increases. Strategic planning is a driving force in the preparation of the City's budget. Strategic planning is centered around the following four vision statements under which are listed some of the key items in the fiscal year 2004 budget: Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 17 Vision Statement #1--Core Services We will provide high quality customer service focused basic City services at a reasonable cost. These core services include police, fire, and emergency management services; traffic and drainage services; the City's administrative services; electric, water, wastewater and sanitation operations; and capital projects for each of these areas. Key items included in the 2004 fiscal year budget include: • Additional resources for the addition of a Criminal Investigation Sergeant, • Funding of the third of three phases for the operation and maintenance of Fire Station #5 which is scheduled to begin operation in 2005, • Additional resources for thoroughfare rehabilitation projects, • Additional resources for an additional drainage crew to ensure drainage rights of way are maintained at appropriate levels, • Enhancement to public communications through the addition of a media specialist and equipment for television production, • Enhancing communications through a low band radio system, • Resources to hold a capital improvement bond election, • Resources to improve the retirement benefit for City employees, increasing the benefit from a 6% contribution to a 7% contribution, and • A 4% increase in wastewater rates to help fund the additional debt issued for the expansion of the Lick Creek Wastewater Treatment Plant and other capital projects. Vision Statement #2--Parks and Leisure Services We will provide a large range of recreational and cultural arts opportunities. The 2004 fiscal year budget provided resources to continue funding the Parks and Recreation Department at current service levels. Additional resources were included for the following: • Operations and maintenance of the improvements made at Lick Creek Park and other park facilities, • Resources to privatize certain grounds maintenance functions at City Hall and the Police Station and reallocating the existing parks crews performing that work to the new parks, • Implementation of the Tarrow Park Master plan through capital projects at the Lincoln Center, and • Resources for the City's 65th Birthday Celebration. Vision Statement #3--Planning and Development We will provide a well-planned community. Activities related to this vision statement include planning and development services. Additional resources were included for the following: • Additional resources for an additional Plans Examiner position in Planning and Development Services to help improve the turn around time in the plans review process, and • Resources to continue to review annexation options in 2004. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 18 Vision Statement #4--Economic Development We will provide a strong and diverse economic environment. This vision statement encompasses the City's economic development initiatives. The fiscal 2004 budget included the following: • Resources to improve signage in the Northgate area, • Funding for the development of the Spring Creek Business Park, • Funding for the continued development of a hotel/conference center. CAPITAL ASSETS The City of College Station's investment in capital assets for its governmental and business-type activities as of September 30, 2004 amounted to $328,104,412 (net of accumulated depreciation). This investment in capital assets includes land, utility systems, buildings and building improvements, improvements other than buildings, machinery and equipment, infrastructure, and construction in progress. Capital Assets at Year End Net of Accumulated Depreciation Governmental Business-Type Activities Activities Total Land 24,136,626$ 709,650$ 24,846,276$ Utility Systems - 147,616,632 147,616,632 Buildings and Building Improvements 14,346,690 5,300,162 19,646,852 Improvements Other than Buildings 9,336,062 - 9,336,062 Machinery and Equipment 8,787,418 89,472 8,876,890 Infrastructure 73,588,006 - 73,588,006 Construction in Progress 15,086,813 29,106,881 44,193,694 145,281,615$ 182,822,797$ 328,104,412$ Major capital projects completed by the City during the 2004 fiscal year include the following: • The widening of George Bush Drive from Texas Avenue to Dominik ($2.1 million), • Rehabilitation of Fire Station 1 ($641,980), • Rehabilitation of First, Maple and Louise streets in the Northgate area ($980,000), • Second phase of the Graham Road upgrade ($1,520,973), • First phase of rehabilitation of infrastructure in the Southside area ($279,165), • New traffic signals on Texas Avenue at Manuel, George Bush Drive at Holleman and University Drive at Forest ($425,922), • Wolf Pen Creek Park trails from Dartmouth to Highway 6 ($1,430,035), • The construction of the next phase of a parallel water transmission line ($4,015,177). Of significance is $10.5 million in developer capital contributions during fiscal year 2004. These contributions accounted for approximately 40 percent of the $26.3 million increase in capital assets. Additional information on the City's capital assets can be found in Note IV-C to the financial statements on pages 51 - 52. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 19 DEBT ADMINISTRATION At the end of the 2004 fiscal year, the City of College Station had total debt outstanding of $157,445,000. Of this amount, $81,790,000 (52.0 percent) comprised debt backed by the full faith and credit of the City. The remaining debt is revenue bonds secured by specified revenue sources. Year-End Outstanding Debt Payable Governmental Business-Type Activities Activities Total General Obligation Bonds 47,085,000$ -$ 47,085,000$ Revenue Bonds - 75,655,000 75,655,000 Certificates of Obligation 34,705,000 - 34,705,000 81,790,000$ 75,655,000$ 157,445,000$ The City's total debt increased by $2,070,000 (1.3 percent) during the current fiscal year. The change in total debt was a result of the following: • Issuance of $12.94 million in general obligation improvement and refunding bonds, and $9.415 million in certificates of obligation; and • Retirement of $9.025 million in general obligation bonds, $7.235 million in certificates of obligation, and $4.025 million in utility revenue bonds. Included in this debt activity was the issuance of $5.98 million in general obligation bonds to refinance previously outstanding general obligation bonds totaling $6.15 million. As a result of this refunding, the City will reduce its total debt service payments over the next ten (10) years by approximately $412,000. The City's General Obligation and Certificates of Obligation are rated AA- by Standard & Poors ("S&P") and Aa1 by Moody's Investors Service ("Moody's"). The underlying ratings for the City's revenue bonds are A+ by S&P and A3 by Moody's. Because the City's last bond issue was insured, those bonds were rated AAA with S&P and Aaa with Moody's. Additional information on the City's long-term debt can be found in Note IV-F to the financial statements on pages 53-57 of this report. ECONOMIC FACTORS AND NEXT YEAR'S BUDGETS AND RATES The City of College Station has continued to grow and has not experienced some of the more severe economic downturns faced by other cities, both in the state and in the nation. Indicators of that growth include the following: • An estimated population increase of 51 percent for the period of 1990 through 2004, • An approximate $143 million increase to the ad valorem tax base during the fiscal year, • A local economy that has maintained an unemployment rate of less than 4 percent since 1990, and • Sales tax revenue that grew by a strong 8.5 percent during the fiscal year. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 20 Part of the reason the City has been insulated from some of the effects of the slower national and state economy is due to the major influence of Texas A&M University on the local economy. The Fiscal Year 2005 budget was prepared with the key goal of maintaining and improving quality of life in College Station. This is done by continuing a prudent approach to City finances, meeting strategic priorities identified by the City Council, maintaining service quality and excellence, and enhancing and maintaining infrastructure and public facilities needed to provide excellent services. The ad valorem tax rate for the 2005 fiscal year is $0.4640 per $100 valuation ($0.1942 for operations and maintenance and $0.2698 for debt service). This tax rate will meet the debt service obligations of the City and provide operations and maintenance funding in the General Fund. Current and anticipated growth in the community has resulted in increased demands for services and has put pressure on the City's utility systems. Consequently, the 2005 budget includes a 3% revenue increase in the Sewer Fund. This rate increase is needed to fund the expansion of the Lick Creek Wastewater Treatment Plant and other capital projects needed to maintain, rehabilitate, and expand the sewer system infrastructure in order to keep up with the growth. Residential sanitation rates were increased by 5% in FY 05 in order to maintain residential sanitation services. No electric, water, or drainage rate increases were included in the 2005 fiscal year budget. The fiscal year 2005 budget for capital improvements totals $44,400,853. The City anticipates significant expenditures for infrastructure rehabilitation and improvements in the Southside area, an older part of the City. These projects include rehabilitation of utilities, drainage ways, and streets. Some of the more significant projects are as follows: • Street rehabilitation in the Southside area ($1.2 million), • Street rehabilitation in the Northgate area ($800,000) • Extension of Dartmouth Drive (3.6 million), • Greens Prairie Road/Arrington Road/Forest Ridge Access ($1.5 million), • Intergenerational Park Upgrades ($310,000), • Veteran's Park Phase II Design ($690,000), • Soccer Field Lights at Veteran's Park and Central Park ($705,000), • Steeplechase Park Development ($315,000), • Wolf Pen Creek Upper Trails ($1.95 million) • Police Station New Addition and Renovation ($3.3 million), • Fire Station #3 Relocation ($1.7 million), and • Northgate Gateway, water feature, and public restroom projects ($775,000). The City plans to issue $5.71 million in general obligation bonds from the 2003 bond authorization for the following: $2.997 million for street improvements, $553,000 for traffic projects, $850,000 for parks projects, and $1.31 million for public facilities. The City also plans to issue $7.59 million in certificates of obligations for the following: $1.15 million for street improvements, $975,000 for park projects, $625,000 for Northgate projects, $950,000 for technology projects, $850,000 for public safety equipment purchases, $500,000 for Business Park projects, $1,860,000 for Wolf Pen Creek projects, $600,000 for cemetery development projects, and $80,000 for debt issuance costs. The City also plans to issue $3.35 million in utility revenue bonds for electric capital projects, and $4.6 million for water capital projects. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2004 (Unaudited) City of College Station, Texas 21 REQUESTS FOR INFORMATION This financial report is designed to provide a general overview of the City of College Station's financial position for all who have an interest in the City's finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to: City of College Station Fiscal Services Department ATTN: Finance and Strategic Planning Director P.O. Box 9960 College Station, Texas 77842-9960 or visit our website at http://www.cstx.gov. 22 CITY OF COLLEGE STATION, TEXAS Statement of Net Assets As of September 30, 2004 Governmental Business-type Activities Activities Total Assets Equity in Cash and Cash Equivalents 16,311,797$ 4,362,788$ 20,674,585$ Equity in Investments 54,981,022 14,705,344 69,686,366 Receivables, net 3,508,438 8,597,456 12,105,894 Internal Balances (665,365) 665,365 0 Inventories 148,214 1,186,427 1,334,641 Prepaid Costs 129,513 0 129,513 Restricted Assets: Equity in Cash and Cash Equivalents 204,498 5,890,910 6,095,408 Equity in Investments 689,288 19,856,075 20,545,363 Receivables, net 0 124,834 124,834 Equity in Joint Venture 0 7,297,883 7,297,883 Deferred Charges, net 0 776,780 776,780 Capital Assets: Land and Construction in Progress 39,223,439 29,816,531 69,039,970 Other Capital Assets, net of accumulated depreciation 106,058,176 153,006,266 259,064,442 Total Assets 220,589,020 246,286,659 466,875,679 Liabilities Accounts Payable 2,004,709 7,203,560 9,208,269 Retainage Payable 187,478 867 188,345 Refundable Deposits 27,268 0 27,268 Claims Payable 610,264 0 610,264 Accrued Liabilities 1,438,999 496,861 1,935,860 Customer Construction Advances 162,208 92,152 254,360 Other Deferred Revenues 921,643 822 922,465 Liabilities Payable from Restricted Assets: Accounts Payable 0 836 836 Accrued Interest Payable 541,471 605,129 1,146,600 Retainage Payable 0 99,177 99,177 Accrued Liabilities 0 15,836 15,836 Refundable Deposits 0 1,144,502 1,144,502 Non-current liabilities: Due within one year: Compensated Absences 123,433 16,603 140,036 Bonds and Certificates of Obligation Payable 6,190,000 4,410,000 10,600,000 Due in more than one year: Bonds and Certificates of Obligation Payable 75,600,000 71,245,000 146,845,000 Unamortized Premium on Bonds 0 (378,691) (378,691) Compensated Absences 1,557,861 315,449 1,873,310 Total Liabilities 89,365,334 85,268,103 174,633,437 Net Assets Invested in Capital Assets, net of related debt 92,953,737 128,701,802 221,655,539 Restricted for: Debt Service 1,997,242 2,651,325 4,648,567 Other 12,346,133 0 12,346,133 Unrestricted 23,926,574 29,665,429 53,592,003 Total Net Assets 131,223,686$ 161,018,556$ 292,242,242$ The notes to the financial statements are an integral part of this statement. 23 CITY OF COLLEGE STATION Statement of Activities For the Year Ended September 30, 2004 Program Revenues Operating Capital Charges for Grants and Grants and Functions/Programs Expenses Services Contributions Contributions Governmental activities: General Government 7,536,427$ 705,594$ 2,913,284$ 0$ Fiscal Services 1,953,189 333,043 0 0 Police 9,654,447 3,563,970 113,421 0 Fire 7,189,495 575,771 148,507 0 Development Services 1,586,114 1,215,924 0 0 Public Works 5,004,976 1,784,694 0 5,266,837 Parks and Recreation 6,154,862 1,346,580 33,745 0 Office of Technology and Information Services 2,652,957 0 0 0 Interest on long-term debt 3,448,533 0 0 0 Unallocated Depreciation 2,690,998 0 0 0 Total governmental activities 47,871,998 9,525,576 3,208,957 5,266,837 Business-type activities: Electric 41,120,750 47,431,497 0 600,688 Water 6,542,184 8,319,779 0 1,940,528 Sewer 7,214,296 9,334,778 0 2,638,005 Sanitation 4,848,591 4,829,150 0 0 Cedar Creek Condominiums 61,150 0 0 0 Northgate Parking 550,544 603,465 0 0 Total business-type activities 60,337,515 70,518,669 0 5,179,221 Total primary government 108,209,513$ 80,044,245$ 3,208,957$ 10,446,058$ General Revenue: Property taxes Sales taxes Franchise taxes Hotel/Motel taxes Unrestricted investment earnings Gain on sale of capital assets Transfers Total general revenues and transfers Change in net assets Net assets - beginning, as restated Net assets - ending The notes to the financial statements are an integral part of this statement. 24 Net Revenue (Expense) and Changes in Net Assets Governmental Business-type Activities Activities Total (3,917,549)$ 0$ (3,917,549)$ (1,620,146) 0 (1,620,146) (5,977,056) 0 (5,977,056) (6,465,217) 0 (6,465,217) (370,190) 0 (370,190) 2,046,555 0 2,046,555 (4,774,537) 0 (4,774,537) (2,652,957) 0 (2,652,957) (3,448,533) 0 (3,448,533) (2,690,998) 0 (2,690,998) (29,870,628) 0 (29,870,628) 0 6,911,435 6,911,435 0 3,718,123 3,718,123 0 4,758,487 4,758,487 0 (19,441) (19,441) 0 (61,150) (61,150) 0 52,921 52,921 0 15,360,375 15,360,375 (29,870,628) 15,360,375 (14,510,253) 14,668,641 0 14,668,641 15,238,995 0 15,238,995 1,974,587 0 1,974,587 2,191,429 0 2,191,429 1,224,546 662,359 1,886,905 4,386 0 4,386 (904,783) 904,783 0 34,397,801 1,567,142 35,964,943 4,527,173 16,927,517 21,454,690 126,696,513 144,091,039 270,787,552 131,223,686$ 161,018,556$ 292,242,242$ 25 CITY OF COLLEGE STATION, TEXAS Balance Sheet Governmental Funds As of September 30, 2004 General Debt Service Streets Projects Other Governmental Funds Total Governmental Funds Assets Equity in Cash and Cash Equivalents 2,571,054$ 585,336$ 4,519,170$ 6,161,472$ 13,837,032$ Equity in Investments 8,666,070 1,972,952 15,232,446 20,768,038 46,639,506 Receivables Accrued Interest 67,076 13,695 102,080 139,224 322,075 Grants 29,946 0 0 541,069 571,015 Letter of Credit 25,000 0 0 0 25,000 Accounts 533,466 0 0 186,409 719,875 Taxes 1,568,646 185,041 0 0 1,753,687 Notes and Loans 0 0 0 4,197 4,197 Other 14,848 0 0 0 14,848 Less Allowance for Uncollectible Accounts (105,245) 0 0 (70,405) (175,650) Due from Other Funds 77,715 0 0 0 77,715 Inventories 44,060 0 0 2,373 46,433 Prepaid Costs 0 0 117,138 0 117,138 Restricted Assets Equity in Cash and Cash Equivalents 204,498 0 0 0 204,498 Equity in Investments 689,288 0 0 0 689,288 Total Assets 14,386,422$ 2,757,024$ 19,970,834$ 27,732,377$ 64,846,657$ Liabilities and Fund Balances Liabilities Accounts Payable 676,265$ 0$ 540,787$ 559,108$ 1,776,160$ Retainage Payable 0 0 137,486 49,992 187,478 Interfund Payable 0 0 0 200,000 200,000 Refundable Deposits 15,512 0 0 11,756 27,268 Accrued Liabilities 1,492,907 33,270 0 58 1,526,235 Customer Construction Advances 29,963 0 132,245 0 162,208 Other Deferred Revenues 1,468,823 185,041 0 2,858 1,656,722 Total Liabilities 3,683,470 218,311 810,518 823,772 5,536,071 Fund Balances Reserved 1,089,510 2,538,713 19,160,316 20,823,350 43,611,889 Unreserved, Undesignated General Fund 9,613,442 0 0 0 9,613,442 Special Revenue Funds 0 0 0 6,085,255 6,085,255 Total Fund Balances 10,702,952 2,538,713 19,160,316 26,908,605 59,310,586 Total Liabilities and Fund Balances 14,386,422$ 2,757,024$ 19,970,834$ 27,732,377$ 64,846,657$ The notes to the financial statements are an integral part of this statement. 26 CITY OF COLLEGE STATION, TEXAS Reconciliation of Governmental Funds Balance Sheet to the Statement of Net Assets As of September 30, 2004 Amounts reported for governmental activities in the statement of net assets are different because: Total Fund Balance per balance sheet: 59,310,586$ Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the funds. 137,256,840 Other long-term assets are not available to pay for current-period expenditures and, therefore, are deferred in the funds. 735,079 Internal Service Funds are used by management to charge the costs of certain activities, such as insurance, fleet maintenance, equipment replacement and print/mail, to individual funds. The assets and liabilities of certain internal service funds are included in governmental activities in the statement of net assets. 17,764,721 Long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds. (83,843,540) Net Assets of governmental activities: 131,223,686$ The notes to the financial statements are an integral part of this statement. 27 CITY OF COLLEGE STATION, TEXAS Statement of Revenues, Expenditures, and Changes in Fund Balances Governmental Funds For the Fiscal Year Ended September 30, 2004 General Debt Service Streets Projects Other Governmental Funds Total Governmental Funds Revenues Taxes 22,992,760$ 8,217,182$ 0$ 2,863,710$ 34,073,652$ Licenses and Permits 1,112,766 0 0 0 1,112,766 Intergovernmental 351,324 0 311,963 2,545,670 3,208,957 Charges for Services 2,398,165 0 0 140,418 2,538,583 Fines, Forfeits and Penalties 2,956,836 0 0 9,442 2,966,278 Special Assessments 0 0 0 1,062,179 1,062,179 Investment Income 213,297 105,159 318,946 424,667 1,062,069 Rents and Royalties 251,042 0 0 4,981 256,023 Loan Repayments 0 0 0 5,418 5,418 Contributions 9,619 0 469,729 305,054 784,402 Reimbursed Expenditures 20,393 0 5,000 3,000 28,393 Other 198,622 2 292,422 188,303 679,349 Total Revenues 30,504,824 8,322,343 1,398,060 7,552,842 47,778,069 Expenditures Current General Government 3,886,845 0 252,450 48,677 4,187,972 Fiscal Services 2,479,082 0 0 0 2,479,082 Police 9,803,577 0 0 0 9,803,577 Fire 7,275,289 0 0 0 7,275,289 Development Services 1,964,001 0 0 0 1,964,001 Public Works 5,534,404 0 0 0 5,534,404 Economic and Community Development 16,886 0 0 0 16,886 Parks and Recreation 6,387,846 0 0 253 6,388,099 Office of Technology and Information Services 2,346,534 0 0 0 2,346,534 Library 665,291 0 0 0 665,291 Reimbursed Administrative (5,486,919) 0 350,000 1,808,488 (3,328,431) Contributions 1,289,389 0 0 1,215,200 2,504,589 Community Development Block Grant 0 0 0 201,099 201,099 Home Grant 0 0 0 304,580 304,580 Other 164,287 0 8,474 80,509 253,270 Capital Outlay 978,568 0 5,086,919 6,709,926 12,775,413 Debt Service Principal Retirement 0 5,445,000 0 4,665,000 10,110,000 Interest Payments 0 3,260,222 0 116,316 3,376,538 Issuance Costs 195,000 93,243 13,888 49,983 352,114 Fiscal Agent Charges 0 15,332 0 0 15,332 Intergovernmental 0 0 221,902 0 221,902 Total Expenditures 37,500,080 8,813,797 5,933,633 15,200,031 67,447,541 Deficiency of Revenues Under Expenditures (6,995,256) (491,454) (4,535,573) (7,647,189) (19,669,472) Other Financing Sources (Uses) Issuance of Debt 8,915,000 0 1,600,000 5,860,000 16,375,000 Proceeds of Refunding Bonds 0 5,980,000 0 0 5,980,000 Payment to Refunded Bonds Escrow Agent (6,260,371) 0 0 (6,260,371) Premium on Bonds Issued 0 280,371 0 0 280,371 Sale of General Fixed Assets 4,386 0 0 0 4,386 Operating Transfers In 7,028,260 1,393,860 1,355,875 1,167,215 10,945,210 Operating Transfers Out (9,499,773) 0 0 (2,066,929) (11,566,702) Total Other Financing Sources (Uses) 6,447,873 1,393,860 2,955,875 4,960,286 15,757,894 Net Change in Fund Balances (547,383) 902,406 (1,579,698) (2,686,903) (3,911,578) Fund Balances, October 1 11,250,335 1,636,307 20,740,014 29,595,508 63,222,164 Fund Balances, September 30 10,702,952$ 2,538,713$ 19,160,316$ 26,908,605$ 59,310,586$ The notes to the financial statements are an integral part of this statement. 28 CITY OF COLLEGE STATION, TEXAS Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities For the Fiscal Year Ended September 30, 2004 Amounts reported for governmental activities in the statement of activities are different because: Net change in fund balance - total governmental funds: (3,911,578)$ Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which capital outlays exceeded depreciation in the current period. 8,600,749 The effect of various miscellaneous transactions involving capital assets is to increase net assets. 5,266,838 Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. 75,663 The issuance of long-term debt provides current financial resources to governmental funds, while the repayment of the principal of long- term debt consumes the current financial resources of governmental funds. Neither transaction, however, has any effect on net assets. This amount is the net effect of these differences in the treatment of long-term debt. (6,095,000) Some expenses reported in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds. 20,190 Internal Service Funds are used by management to charge the costs of certain activities, such as insurance, fleet maintenance, equipment replacement and Print/Mail, to individual funds. The net revenues of certain activities of internal service funds is reported within governmental activities. 570,311 Change in Net Assets of governmental activities: 4,527,173$ The notes to the financial statements are an integral part of this statement. 29 CITY OF COLLEGE STATION, TEXAS Statement of Net Assets Proprietary Funds As of September 30, 2004 Governmental Business-type Activities - Enterprise Funds Activities Electric Water Sewer Other Enterprise Funds Total Enterprise Funds Internal Service Funds Current Assets Equity in Cash and Cash Equivalents 1,490,512$ 1,534,050$ 950,814$ 352,573$ 4,327,949$ 2,509,604$ Equity in Investments 5,023,965 5,170,715 3,204,843 1,188,391 14,587,914 8,458,946 Restricted Assets: Equity in Cash and Cash Equivalents 539,359 377,682 496,861 0 1,413,902 0 Equity in Investments 1,805,681 1,264,413 1,663,404 0 4,733,498 0 Accrued Interest Receivable 53,507 30,701 40,626 0 124,834 0 Receivables: Accrued Interest 43,109 28,125 30,038 8,617 109,889 56,141 Accounts 6,302,820 1,090,268 1,063,041 588,890 9,045,019 241,415 Notes 0 0 0 12,522 12,522 0 Other 1,102,256 0 0 0 1,102,256 9,395 Less Allowance for Uncollectible Accounts (1,514,865) (40,455) (85,871) (51,553) (1,692,744) (13,046) Inventories 863,447 292,185 20,551 10,244 1,186,427 101,781 Prepaid Costs 0 0 0 0 0 12,375 Total Current Assets 15,709,791 9,747,684 7,384,307 2,109,684 34,951,466 11,376,611 Noncurrent Assets Restricted Assets: Equity in Cash and Cash Equivalents 2,049,018 820,460 1,607,530 0 4,477,008 0 Equity in Investments 6,918,779 2,774,081 5,429,717 0 15,122,577 0 Total Restricted Assets 8,967,797 3,594,541 7,037,247 0 19,599,585 0 Advance to Other Funds 200,000 0 0 0 200,000 0 Equity in Joint Venture 0 0 0 7,297,883 7,297,883 0 Deferred Charges: Water Well 0 1,167,075 0 0 1,167,075 0 Bond Issuance Costs 278,669 247,020 357,245 0 882,934 0 Accumulated Amortization (70,295) (1,121,202) (81,732) 0 (1,273,229) 0 Total Deferred Charges 208,374 292,893 275,513 0 776,780 0 Property and Equipment: Utility Plant 85,438,749 72,792,185 64,163,197 0 222,394,131 0 Buildings 0 0 0 5,723,063 5,723,063 746,575 Machinery and Equipment 0 0 0 1,278,601 1,278,601 22,093,441 Accumulated Depreciation (38,229,985) (20,060,712) (17,227,343) (1,612,030) (77,130,070) (14,097,925) Construction in Progress 4,419,994 10,504,635 14,182,252 0 29,106,881 23,225 Land 0 0 0 709,650 709,650 0 Total Property and Equipment 51,628,758 63,236,108 61,118,106 6,099,284 182,082,256 8,765,316 Total Noncurrent assets 61,004,929 67,123,542 68,430,866 13,397,167 209,956,504 8,765,316 Total Assets 76,714,720 76,871,226 75,815,173 15,506,851 244,907,970 20,141,927 Liabilities and Fund Equity Current Liabilities Accounts Payable 6,567,885 378,714 144,068 100,612 7,191,279 240,830 Retainage Payable 0 0 867 0 867 0 Interfund Payable 0 0 0 0 0 77,715 Accrued Liabilities 275,801 41,772 49,178 95,390 462,141 0 Customer Construction Advances 24,382 55,640 12,130 0 92,152 70,917 Other Deferred Revenues 822 0 0 0 822 0 Claims Payable 0 0 0 0 0 610,264 Payable from Restricted Assets: Accounts Payable 836 0 0 0 836 0 Accrued Interest Payable 131,948 217,060 256,121 0 605,129 0 Retainage Payable 7,043 48,395 43,739 0 99,177 0 Accrued Liabilities 13,174 0 2,662 0 15,836 0 Refundable Deposits 982,046 159,211 0 3,245 1,144,502 0 Revenue Bonds 1,263,500 1,248,131 1,898,369 0 4,410,000 0 Total Current Liabilities 9,267,437 2,148,923 2,407,134 199,247 14,022,741 999,726 30 CITY OF COLLEGE STATION, TEXAS Statement of Net Assets Proprietary Funds As of September 30, 2004 Governmental Business-type Activities - Enterprise Funds Activities Electric Water Sewer Other Enterprise Funds Total Enterprise Funds Internal Service Funds Noncurrent Liabilities Revenue Bonds 16,319,487 24,814,754 30,110,759 0 71,245,000 0 Unamortized Premium on Bonds (124,004) (36,983) (217,704) 0 (378,691) 0 Accrued Vacation 141,588 47,916 60,763 36,416 286,683 91,161 Total Noncurrent Liabilities 16,337,071 24,825,687 29,953,818 36,416 71,152,992 91,161 Total Liabilities 25,604,508 26,974,610 32,360,952 235,663 85,175,733 1,090,887 Net Assets Invested in Capital Assets, net of related debt 43,847,677 42,009,914 36,004,386 6,099,284 127,961,261 8,765,316 Restricted for: Debt Service 517,388 424,316 1,709,621 0 2,651,325 0 Unrestricted 6,745,147 7,462,386 5,740,214 9,171,904 29,119,651 10,285,724 Total Net Assets 51,110,212$ 49,896,616$ 43,454,221$ 15,271,188$ 159,732,237 19,051,040$ Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds:1,286,319 Net assets business-type activities:161,018,556$ The notes to the financial statements are an integral part of this statement. 31 CITY OF COLLEGE STATION, TEXAS Statement of Revenues, Expenses and Changes in Fund Net Assets Proprietary Funds For the Fiscal Year Ended September 30, 2004 Governmental Business-type Activities - Enterprise Funds Activities Electric Water Sewer Other Enterprise Funds Total Enterprise Funds Internal Service Funds Operating Revenues Electric Sales 46,389,147$ 0$ 0$ 0$ 46,389,147$ 0$ Water Sales 0 7,775,385 0 0 7,775,385 0 Sewer Service 0 0 8,761,281 0 8,761,281 0 Garbage Collection Fees 0 0 0 4,769,859 4,769,859 0 Charges for Services 0 0 0 560,001 560,001 6,835,227 Other 1,003,142 451,008 405,159 59,254 1,918,563 6,310,966 Total Operating Revenues 47,392,289 8,226,393 9,166,440 5,389,114 70,174,236 13,146,193 Operating Expenses Electric Operations 36,998,170 0 0 0 36,998,170 0 Salaries and Benefits 0 1,268,519 1,382,964 1,619,605 4,271,088 2,398,533 Supplies 0 56,909 291,088 229,403 577,400 841,909 Maintenance 0 13,525 156,443 510,493 680,461 155,148 Purchased Professional Services 0 310,292 255,279 355,003 920,574 58,823 Purchased Property Services 0 787,807 521,557 1,355,683 2,665,047 104,664 Other Purchased Services 0 162,749 268,770 422,900 854,419 445,776 Claims 0 0 0 0 0 2,629,778 Administration Fees 0 0 0 0 0 329,711 Premiums 0 0 0 0 0 1,649,680 Reimbursed Administrative 0 1,066,763 1,004,404 469,731 2,540,898 1,073,163 Depreciation 3,136,956 1,474,679 1,745,641 184,402 6,541,678 2,781,017 Other 0 120,251 53,751 42,455 216,457 9,499 Total Operating Expenses 40,135,126 5,261,494 5,679,897 5,189,675 56,266,192 12,477,701 Operating Income 7,257,163 2,964,899 3,486,543 199,439 13,908,044 668,492 Nonoperating Revenues (Expenses) Investment Income 220,010 229,049 178,001 33,286 660,346 164,490 Reimbursed Expenses 39,208 9,536 0 238 48,982 34,462 Grants 0 0 0 0 0 0 Earnings in Joint Venture 0 0 0 (308,301) (308,301) 0 Interest Expense (853,132) (1,345,114) (1,599,632) 0 (3,797,878) 0 Other, Net (258,689) 83,850 168,338 (35,581) (42,082) 360,560 Total Nonoperating Revenues (Expenses) (852,603) (1,022,679) (1,253,293) (310,358) (3,438,933) 559,512 Income Before Capital Contributions and Transfers 6,404,560 1,942,220 2,233,250 (110,919) 10,469,111 1,228,004 Capital Contributions and Transfers Capital Contributions 600,688 1,940,528 2,638,005 0 5,179,221 0 Transfers In 4,720,000 0 4,000,000 5,000 8,725,000 470,461 Transfers Out (4,795,649) (915,728) (967,884) (1,139,949) (7,819,210) (754,759) Total Transfers 525,039 1,024,800 5,670,121 (1,134,949) 6,085,011 (284,298) Change in Net Assets 6,929,599 2,967,020 7,903,371 (1,245,868) 16,554,122 943,706 Beginning Net Assets 44,180,613 46,929,596 35,550,850 16,517,056 18,107,334 Ending Net Assets 51,110,212$ 49,896,616$ 43,454,221$ 15,271,188$ 19,051,040$ Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds: 373,395 Change in net assets of business-type activities:16,927,517$ The notes to the financial statements are an integral part of this statement. 32 33 CITY OF COLLEGE STATION, TEXAS Statement of Cash Flows Proprietary Funds For the Fiscal Year Ended September 30, 2004 Governmental Business-type Activities - Enterprise Funds Activities Electric Water Sewer Other Enterprise Funds Total Internal Service Funds Cash Flows from Operating Activities: Cash Received from Customers 47,825,868$ 8,132,609$ 9,141,524$ 5,396,446$ 70,496,447$ 13,055,276$ Cash Payments to Suppliers for Goods and Services (34,492,391) (3,418,978) (2,503,281) (3,364,911) (43,779,561) (7,171,142) Cash Payments to Employees for Services (2,623,233) (1,257,133) (1,368,949) (1,601,675) (6,850,990) (2,299,089) Customer Deposits Received 22,545 14,373 0 1,345 38,263 0 Cash Received for Reimbursed Expenses 39,208 9,536 0 201 48,945 34,463 Cash Received from Grants 0 0 0 0 0 0 Cash Received for Miscellaneous Revenues 0 0 214,112 6,424 220,536 19,965 Cash Received from Other Funds 0 0 0 0 0 68,414 Cash Paid for Miscellaneous Expenses (322,932) (160,384) 0 (21,679) (504,995) (1,020) Net Cash Provided by Operating Activities 10,449,065 3,320,023 5,483,406 416,151 19,668,645 3,706,867 Cash Flows from Noncapital Financing Activities: Transfers In from Other Funds 4,720,000 0 4,000,000 0 8,720,000 470,461 Transfers Out to Other Funds (4,795,649) (915,728) (967,884) (1,134,949) (7,814,210) (754,759) Net Cash Provided (Used) by Noncapital Financing Activities (75,649) (915,728) 3,032,116 (1,134,949) 905,790 (284,298) Cash Flows from Capital and Related Financing Activities: Acquisition and Construction of Capital Assets (4,292,778) (7,639,518) (2,190,296) (23,500) (14,146,092) (2,242,966) Proceeds from Sale of Assets 0 0 0 0 0 199,927 Principal Paid on Revenue Bonds (1,046,250) (1,165,800) (1,812,950) 0 (4,025,000) 0 Interest Paid on Revenue Bonds (857,774) (1,343,741) (1,633,336) 0 (3,834,851) 0 Net Cash Used by Capital and Related Financing Activities (6,196,802) (10,149,059) (5,636,582) (23,500) (22,005,943) (2,043,039) Cash Flows from Investing Activities: Purchase of Investments (48,140,389) (38,027,985) (36,190,528) (4,780,816) (127,139,718) (30,276,811) Proceeds from Sale and Maturities of Investment Securities 42,543,433 40,412,562 32,138,279 4,954,377 120,048,651 27,530,855 Investment Income 159,358 497,509 137,064 29,120 823,051 134,908 Net Cash Provided (Used) by Investing Activities (5,437,598) 2,882,086 (3,915,185) 202,681 (6,268,016) (2,611,048) Net Decrease in Cash and Cash Equivalents (1,260,984) (4,862,678) (1,036,245) (539,617) (7,699,524) (1,231,518) Cash and Cash Equivalents, Oct. 1 5,339,873 7,594,870 4,091,450 892,190 17,918,383 3,741,122 Cash and Cash Equivalents, Sept. 30 4,078,889$ 2,732,192$ 3,055,205$ 352,573$ 10,218,859$ 2,509,604$ 34 CITY OF COLLEGE STATION, TEXAS Statement of Cash Flows Proprietary Funds For the Fiscal Year Ended September 30, 2004 Governmental Business-type Activities - Enterprise Funds Activities Electric Water Sewer Other Enterprise Funds Total Internal Service Funds Reconciliation of Operating Income to Net Cash Provided by Operating Activities: Operating Income 7,257,163$ 2,964,899$ 3,486,543$ 199,439$ 13,908,044$ 668,492$ Adjustment to Reconcile Operating Income to Net Cash Provided by Operating Activities: Depreciation, Bad Debt Expense, Inventory Loss 3,136,956 1,474,679 1,745,641 184,402 6,541,678 2,781,017 Provision for Uncollectible Accounts 19,935 693 7,757 4,892 33,277 0 Miscellaneous Nonoperating Revenues 39,208 9,500 214,112 6,807 269,627 54,428 Miscellaneous Nonoperating Expenses (322,932) (160,384) 0 (21,679) (504,995) (1,020) Changes in Assets and Liabilities: 0 Change in Accounts Receivable 433,579 (93,748) (24,916) 7,332 322,247 (94,274) Change in Due from Other Funds 0 0 0 0 0 9,971 Change in Inventory 138,580 (3,823) (774) 24,041 158,024 12,452 Change in Prepaid Costs 0 0 0 0 0 23,473 Change in Accounts Payable (309,438) (892,022) 48,961 (5,033) (1,157,532) (10,911) Change in Due to Other Funds 0 0 0 0 0 58,443 Change in Claims Payable 0 0 0 0 0 191,405 Change in Accrued Liabilities 18,985 4,017 2,922 6,244 32,168 4,071 Change in Refundable Deposits 22,545 14,373 0 1,345 38,263 0 Change in Accrued Vacation 14,484 1,839 3,160 8,361 27,844 9,320 Total Adjustments 3,191,902 355,124 1,996,863 216,712 5,760,601 3,038,375 Net Cash Provided by Operating Activities 10,449,065$ 3,320,023$ 5,483,406$ 416,151$ 19,668,645$ 3,706,867$ Noncash Operating, Financing, Capital and Investing Activities: During the Fiscal year the Enterprise Fund added contributed capital in the amount of $5,179,221. Adjustments at 9/30/04 to investments to record income accrual and fair value changes were as follows: Enterprise Fund ($155,510) and Internal Service Funds, ($33,139). The notes to the financial statements are an integral part of this statement. 35 36 Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 37 I. Summary of Significant Accounting Policies A. Financial Reporting Entity The City of College Station, Texas ("City"), the financial reporting entity presented in these financial statements, was incorporated in 1938 and is a municipal corporation incorporated under the provisions of H.B. 901 of the Texas Legislature. The City operates under a Council- Manager form of government and provides such services as authorized by its charter to advance the welfare, health, comfort, safety and convenience of the City and its inhabitants. The City of College Station entered into a joint venture in 1990 with the City of Bryan, Texas creating the Brazos Valley Solid Waste Management Agency ("BVSWMA"). BVSWMA was formed to combine landfill operations for the two cities. It is subject to joint control, and each City holds a 50% interest and ownership in BVSWMA. The City's equity interest in BVSWMA is reported in the Sanitation Fund. (See Note V-C). The financial statements of the City have been prepared in conformity with generally accepted accounting principles ("GAAP") as applied to state and local governments. The more significant of the City's accounting policies are described below. B. Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net assets and the statement of activities) report information on all of the nonfiduciary activities of the City. For the most part, the effect of interfund activity has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses for a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds and proprietary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. C. Measurement Focus, Basis of Accounting and Financial Statement Presentation The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 38 when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. The City considers revenues to be available if they are collected within 30 days of the end of the current fiscal period. Expenditures are generally recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to vacation, claims, and judgments, are recorded only when payment is due. Property taxes, other local taxes, licenses, and interest associated with the current fiscal period are all considered to be susceptible to accrual and, therefore, have been recognized as revenues of the current fiscal period. All other revenue items are considered to be measurable and available only when the City receives cash. The City reports the following major governmental funds: The General Fund is the City's primary operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. All general tax revenues and other receipts that are not restricted by law or contractual agreement to some other fund are accounted for in this fund. General operating expenditures, fixed charges and capital improvement costs that are not paid through other funds are paid from the General Fund. The Debt Service Fund accounts for the financial resources accumulated for the payment of principal, interest and related costs on long-term debt paid primarily from taxes levied by the City. The fund balance of the Debt Service Fund is reserved to signify that the amounts are restricted exclusively for debt service expenditures. The Streets Capital Projects Fund accounts for the costs of new street construction, street improvements, and traffic signalization made with funds provided by proceeds from the sale of general obligation bonds and by investing those proceeds. The City reports the following major proprietary funds: The Electric Fund accounts for the activities necessary to provide electric services to the residents of the City. These activities include administration, distribution system operations and maintenance, transmission system operations and maintenance, new construction, and financing and related debt service. Billing and collection services are accounted for as an internal service fund. The Water Fund accounts for the activities necessary to provide water services to the residents of the City. These activities include administrative services, water production and distribution system operations and maintenance, new construction, financing and related debt service. Billing and collection services are accounted for as an internal service fund. The Sewer Fund accounts for the activities necessary to provide sewer collection and treatment services to the residents of the City. These activities include administrative services, wastewater system operations and maintenance, new construction, financing and related debt service. Billing and collection services are accounted for as an internal service fund. Additionally, the City reports the following fund types: Internal service funds account for activities related to the operation and maintenance of the City's radio and telephone systems; administration of health insurance provided to City employees; the City's risk management activities, including general liability, unemployment, Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 39 and workers' compensation claims and associated administrative expenses on a cost reimbursement basis; utility billing and collection activities related to the City's electric, water, and sewer utilities and residential and commercial garbage collection; activities related to the management of the City's vehicles and heavy equipment, including preventative maintenance and vehicle repair; activities related to the City's printing and mail operations; and activities related to the purchase and replacement of vehicles and large motorized equipment, telephone and radio systems, and technological infrastructure equipment not budgeted in other funds. Private sector standards of accounting and financial reporting issued prior to December 1, 1989, generally are followed in both the government-wide and proprietary fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. Governments also have the option of following subsequent private sector guidance for their business-type activities and enterprise funds, subject to this same limitation. The City has elected to not follow subsequent private sector guidance. In general, the effect of interfund activity has been eliminated from the government-wide financial statements. Exceptions to this rule are payments-in-lieu of taxes, indirect costs and franchise fees, and other charges between the City's Electric, Water, and Sewer funds because elimination of these charges would distort the direct costs and program revenues reported in the Statement of Activities. Amounts reported as program revenues include (1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and (2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Proprietary funds distinguish operating revenues and expenses from non-operating items. Operating revenues and expenses generally result from providing services in connection with the fund's principal ongoing operations. The principal operating revenues of the City's enterprise and internal service funds are charges for customer services including electric, water, sewer, and sanitation fees, equipment purchase amounts, and risk management charges. Operating expenses for enterprise funds and internal service funds include the cost of services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as non-operating revenues and expenses. When both restricted and unrestricted resources are available for use, it is the City's policy to use unrestricted resources first, and then restricted resources as they are needed. D. Assets, Liabilities, and Net Assets or Equity Cash and Cash Equivalents Cash and cash equivalents are short term highly liquid investments that are (a) readily convertible to known amounts of cash and (b) so near their maturity that they present insignificant risk of changes in value because of changes in interest rates. Therefore, for purposes of the statement of cash flows, cash and cash equivalents (including restricted assets) include demand accounts, repurchase agreements, and government securities and agency notes with original maturities of three months or less when purchased. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 40 All cash, except for petty cash accounts, is deposited with the City's depository bank (First American Bank, Bryan, Texas) in interest bearing accounts or is invested. The City uses a pooling method to account for cash and cash equivalents. Equity in cash and cash equivalents and interest income from the cash pool is allocated to the participating funds on a monthly basis. The amount of the allocation is determined by calculating a ratio of each fund's equity in the pool to the total pool. Investments Investments are made in accordance with the City's Investment Policy which was adopted by the City Council in August 2004. This policy is applicable to all City funds and permits investment in obligations of the U.S. Government or its agencies, repurchase agreements, commercial paper, certificates of deposit, guaranteed investment contracts, public funds investment pools, and money market mutual funds. This policy states that the City Manager shall designate the City’s Investment Officer with whom responsibility and authority for investment transactions reside. The investments purchased under the provisions of the Investment Policy are managed to maintain liquidity for meeting the City's needs for cash and to limit potential market risks in periods of rising interest rates which depress the market value of securities. As a guideline, maturity of securities should not exceed five years for cash management purposes, with an optimum weighted average maturity of less than two years. Investments in securities of a longer maturity than two years are considered prudent for funds maintained for capital construction and debt service funds, if necessary to meet projected disbursement schedules. As a general guideline, the City’s cash management portfolio is designed with the objective of meeting, over the course of full market cycles, the average return on three-month U.S. Treasury Bills, or the average rate of federal funds, whichever is higher. These indices are considered benchmarks for riskless investment transactions and therefore comprise a standard for the portfolio's rate of return. The investment program seeks to augment rates of return above this level. In a diversified portfolio, measured losses are inevitable and must be considered within the context of the overall portfolio. The objective in investment of construction funds is at least to match inflation increases in construction costs. Active portfolio management includes the practice of selling securities prior to maturity and using the proceeds to purchase other securities. Such "swaps" are performed for a variety of valid reasons: to lengthen maturities as interest rates rise, to secure market profits and shorten maturities as interest rates fall, and to take advantage of the differences in relative yield between different types of securities and varying maturities. "Swap" analysis is the responsibility of the City's Investment Officer and the decision to execute the "swap" rests with him. To protect the portfolio from imprudent trading, no security may be sold until such time as the current market value of the security plus interest earned from date of purchase is at least equal to the purchase price of that security. State statutes authorize the City to invest in fully-insured time deposits, direct debt securities of the United States or its agencies, and fully collateralized repurchase agreements. The repurchase agreements must be purchased pursuant to a master repurchase agreement which specifies that the transaction be held in a safekeeping account subject to the control and custody of the City. Investments in security repurchase agreements may be made only with the City's depository bank, with state or national banks domiciled in the state of Texas, or with Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 41 securities dealers reporting to the Federal Reserve Bank of New York ("Primary Dealers"). All securities are purchased delivery-vs.-payment and held in the City's name in a safekeeping account at JP Morgan Chase Bank. Investments of all funds consist mainly of U. S. Treasury and Agency securities, flexible repurchase agreements, and investments in public funds investment pools (TexPool). Investments are stated at fair value in accordance with GASB Statement No. 31, Accounting and Financial Reporting for Certain Investments and for External Investment Pools. The City also uses a pooling method to account for investments. Equity in investments and interest income from the investment pool is allocated to the participating funds on a monthly basis and is determined by calculating a ratio of each fund's equity in the investment pool to the total pool. GASB Statement No. 31 provides that governmental entities may report all investments at fair value or they may elect to report certain money market investments and participating interest-earning investment contracts at amortized cost. The City has elected to report all investments at fair value. Inventories and Prepaid Costs Inventories are accounted for using the consumption method and are valued at year-end based on cost, with cost determined using an average cost method. Payments made to vendors for services that will benefit periods beyond September 30, 2004, are recorded as prepaid costs with a reserve for prepaid items recognized in the governmental funds in the fund level financial statements to signify that a portion of fund balance is not available for other subsequent expenditures. Interfund Transactions and Receivables/Payables Activity between funds that are representative of lending/borrowing arrangements outstanding at the end of the fiscal year are referred to as either "due to/from other funds" (i.e., the current portion of interfund loans) or "advances to/from other funds" (i.e., the non- current portion of interfund loans). All other outstanding balances between funds are reported as "due to/from other funds." Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as "internal balances." Restricted Assets In the Enterprise Funds, proceeds of utility revenue bonds, as well as resources set aside for their repayment, are classified as restricted assets on the balance sheet because their use is limited by applicable bond covenants. In addition, customer utility deposits are classified as restricted assets because the deposit remains the property of the customer and is not available for operations. In the General Fund, restricted assets are comprised of Municipal Court cash bonds, Municipal Court security funds, Municipal Court technology funds, and police seizure funds, all of which are not available for operations. Investment in Joint Venture The Proprietary Funds' investment in joint venture is recorded using the equity method of accounting. Required disclosures concerning the joint venture are presented in Note V-C. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 42 Capital Assets Capital assets, which include property, plant, equipment, and infrastructure assets (e.g., roads, bridges, sidewalks, and similar items), are reported in the applicable governmental or business-type activities columns in the government-wide financial statements. Capital assets are defined by the City as assets with an initial, individual cost of more than $5,000 and an estimated useful life in excess of three years. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market value at the date of donation. Assets owned by the electric utility are capitalized in accordance with Federal Energy Regulatory Commission (FERC) guidelines. Furthermore, assets owned by either the water or sewer utilities are capitalized in accordance with the National Association of Regulatory Utility Commissioners (NARUC) guidelines. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend the asset's useful life are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. In accordance with Financial Accounting Standards Board Statement No. 71, interest is not capitalized during construction of capital assets of business-type activities because interest is recovered currently in the City's established rate. Depreciation of all assets is recorded and calculated using the straight-line method over the following estimated useful lives: Electric System 1-50 Years Water System 2-50 Years Sewer System 2-50 Years Infrastructure 10-50 Years Buildings and Building Improvements 5-50 Years Land Improvements 10-45 Years Machinery and Equipment 5-20 Years Motor Vehicles 3-12 Years Furniture, Fixtures and Office Equipment 5-20 Years The amounts reported for governmental-type infrastructure are based on an appraisal conducted during fiscal year 2004. Compensated Absences Employees are credited with vacation at rates of 10 to 20 days per year, depending upon length of service. Carryover of unused vacation time from one year to the next is allowed for a maximum of two years. Upon termination, the respective employees are paid for any accrued vacation not taken (up to the two-year maximum). Accumulated vacation is accrued when earned in the government-wide and proprietary fund financial statements. No liability has been recorded in the governmental fund financial statements. Employees are credited with sick leave at the rate of one day per month. There is no maximum to the number of sick days that each employee can accumulate. Because the City does not pay employees for unused accumulated sick leave, no related liability has been recorded in the financial statements. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 43 Long-Term Obligations In the government-wide financial statements and in the fund financial statements for the proprietary fund types, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business-type activities, or proprietary fund statement of net assets. Bond premiums and discounts, as well as issuance costs, are deferred and amortized over the life of the bonds using the straight-line method. Bonds payable are reported net of the applicable bond premium or discount and deferred amounts on refundings. Bond issuance costs are reported as deferred charges and amortized over the term of the related debt. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. Fund Equity In the fund financial statements, governmental funds report reservations of fund balance for amounts that are not available for appropriation or are legally restricted by outside parties for use for specific purpose. Designations of fund balance represent tentative management plans that are subject to change. E. Budgetary Control The City follows these procedures in establishing the budgetary data: 1. Prior to September 1, the City Manager submits to the City Council a proposed operating budget for the fiscal year commencing the following October 1. The operating budget includes proposed expenditures and the means for financing them. 2. All budget requests are compiled by the Office of Budget and Strategic Planning and then presented with comparative and supporting data to the Mayor and City Council for review. 3. Public hearings are properly advertised and conducted at City Hall for taxpayer comments. 4. Prior to September 27, the budget is legally enacted through passage of an ordinance. 5. The City Council must approve all transfers of budgeted amounts between departments within any fund and any revision that alters the total expenditures of any fund. An amount is also budgeted each year for contingencies which may arise. The Council has authorized the City Manager to make budget transfers for contingencies if the amount does not exceed $15,000. All other transfers must be approved by City Council. City Council may transfer amounts among individual budget line items within major expenditure categories during the year, but no such transfer may increase the overall total budget. Budgeted amounts as originally adopted were not significantly changed by such transfers during the year. 6. In accordance with the City Charter, the budget may be amended after the following conditions are met: (a) The City Manager certifies that there are available revenues in excess of those estimated in the budget. (b) The City Council holds a public hearing on the supplemental appropriation. (c) The City Council approves the supplemental Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 44 appropriation. Management may not amend the budget without seeking the approval of the City Council. II. Reconciliation of Government-Wide and Fund Financial Statements A. Explanation of Certain Differences Between the Governmental Fund Balance Sheet and the Government-Wide Statement of Net Assets The governmental fund balance sheet includes a reconciliation between fund balance--total governmental funds and net assets--governmental activities as reported in the government- wide statement of net assets. The details of this $71,913,100 difference are as follows: When capital assets (land, buildings, equipment, etc.) that are to be used in governmental activities are purchased or constructed, the costs of those assets are reported as expenditures in governmental funds. However, the statement of net assets includes those capital assets among the assets of the City as a whole. Cost of Capital Assets 219,108,772$ Accumulated Depreciation (81,851,932) Net Capital Assets 137,256,840$ Long-term liabilities applicable to the City's governmental activities are not due and payable in the current period and, accordingly, are not reported as fund liabilities in the governmental funds. All liabilities, both current and long-term, are reported in the statement of net assets. Bonds Payable (81,790,000)$ Accrued Interest Payable (541,471) Compensated Absences (1,512,069) (83,843,540)$ Because the focus of governmental funds is on short-term financing, some assets will not be available to pay for current period expenditures. Those assets (for example, receivables) are offset by deferred revenues in the governmental funds and, thus, are not included in fund balance. Deferred revenue for emergency medical services, paving assessments, and property taxes shown on the governmental fund statements is not deferred on the statement of net assets. Deferred Property Tax Revenue 321,488$ Deferred Emergency Medical Services Revenue 391,795 Paving Assessment Revenue 21,796 735,079$ Internal service funds are used by management to charge certain activities, such as self insurance, print-mail services, and fleet maintenance, to individual funds. The assets and liabilities of certain internal service funds are included in governmental activities in the statement of net assets. 17,764,721$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 45 B. Explanation of Certain Differences Between the Governmental Fund Statement of Revenues, Expenditures, and Changes in Fund Balances and the Government-Wide Statement of Activities The governmental fund statement of revenues, expenditures, and changes in fund balances includes a reconciliation between net changes in fund balances--total governmental funds and changes in net assets of governmental activities as reported in the government-wide statement of activities. One element of that reconciliation explains that "Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense." The details of this $8,600,749 difference are as follows: Capital Outlay 11,968,127$ Depreciaiton Expense (3,367,378) Net Adjustment to increase net changes in fund balances- total governmental funds to arrive at changes in net assets of governmental activities 8,600,749$ Another element of that reconciliation states that "The net effect of various miscellaneous transactions involving capital assets (i.e., sales, trade-ins, and donations) is to increase net assets." The details of the $5,266,838 difference are as follows: Donations of capital assets increase net assets in the statement of activities, but do not appear in the governmental funds because they are not financial resources. 5,266,838$ Another element of that reconciliation states that "The issuance of long-term debt (e.g., bonds, leases) provides current financial resources to governmental funds, while the repayment of the principal of long-term debt consumes the current financial resources of governmental funds. Neither transaction, however, has any effect on net assets. Also, governmental funds report the effect of issuance costs, premiums, discounts, and similar items when debt is first issued, whereas these amounts are deferred and amortized in the statement of activities." The details of this $6,095,000 difference are as follows: Debt issued or incurred: Issuance of General Obligation Bonds and Certificates of Obligation 22,355,000$ Principal Retirement (16,260,000) Net Adjustment to decrease net changes in fund balances- total governmental funds to arrive at changes in net assets of governmental activities 6,095,000$ Another element of that reconciliation states that "Some expenses reported in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds." The details of this $20,190 difference are as follows: Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 46 Compensated Absences 92,185$ Accrued Interest (71,995) Net Adjustment to increase net changes in fund balances- total governmental funds to arrive at changes in net assets of governmental activities 20,190$ III. Stewardship, Compliance, and Accountability A. Budgetary Information The Council approved two budget amendments during fiscal year 2004. Those budgets amendments included the following appropriations: Police Overtime 29,077$ TCLEOSE Training 30,832 Police Equipment 36,548 Emergency Management Equipment 97,788 Parking Garage Maintenance Equipment & Agreements 62,859 Election Expenses 15,400 Cemetery Land 600,000 Insurance Premiums 38,000 Employee Benefits Fund Transfer 350,000 Workers' Compensation Claim Costs 175,000 Fleet Maintenance Fund Expenses 210,000 Soccer Field Lights 20,000 Park Projects 81,000 Gainsharing 174,362 BVSWMA 5,221,000 2003 Bond Authorization Capital Projects 6,105,000 FEMA Fire Equipment 105,000 Arts Council Building 250,000 Property Acquisition 222,840 Three Fourteen Passenger Buses 125,000 Police Crime Victim Advocate Position 34,987 Uninterruptible Power Supply Replacements 45,000 1. Budget appropriations are adopted at the fund level for all funds except the General Fund. In the General Fund, budget appropriations are adopted at the department level. Expenditures in excess of appropriations for each fund are prohibited by the City Charter. Appropriations which have not been expended or lawfully encumbered lapse at the end of the budget year. 2. Formal budgetary integration is legally enacted and employed as a management control device during the year for all funds. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 47 3. Encumbrance accounting is employed in governmental funds. Encumbrances (e.g., purchase orders, contracts) outstanding at year end are reported as reservations of fund balances and do not constitute expenditures or liabilities. B. Excess of Expenditures Over Appropriations The amounts of any excesses of expenditures/expenses over appropriations during fiscal year 2004, and the funds in which they occurred are as follows: Fund Amount Fleet Maintenance $ 26,091 Print/Mail 52,339 Electric 320,000 Solid Waste Collection 79,050 Higher than expected expenses for salaries and benefits and supplies resulted in the $26,091 excess in the Fleet Maintenance Fund, and the $52,339 excess in the Print/Mail Services Fund is a result of higher than expected salaries and benefits, supplies, maintenance and purchased property services expenditures. In the Electric fund higher than expected operating expenses resulted in the $320,000 excess, and the $79,050 excess in the Solid Waste Collection fund is the result of higher than expected purchased property services expenses. IV. Detailed Notes on All Funds A. Cash and Investments Deposits State statutes require that all deposits in financial institutions be fully collateralized with depository insurance or by U.S. Government obligations or its agencies and instrumentalities or by direct obligations of Texas or its agencies and instrumentalities that have a market value of not less than the principal amount of the deposits. At year end, the City's demand deposits at First American Bank were entirely covered by federal depository insurance or by collateral held by the City's custodial bank (Federal Home Loan Bank of Dallas) in the City's name. At year end, the carrying amount of the City's demand deposits was $1,063,205, and the bank balance was $1,690,279. Investments The City's investment program is guided by State statutes, by various City ordinances, and by the City's investment policy which amplifies those guidelines and prescribes how the City will operate its investment program in accordance with applicable laws and regulations. This policy further sets forth (a) the basic principles governing the investment of City funds, (b) the objectives of the City's investment program, and (c) the authority, responsibilities, limitations, documentation and requirements to be used in the administration and operation of the City's investment program. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 48 Investments authorized by the City's investment policy are those approved by the revised State of Texas Public Funds Investment Act of 1997 and the Texas Public Funds Collateral Act of 1989. These investments include the following: • Obligations of the United States or its agencies and instrumentalities; • Direct obligations of the State of Texas or its agencies; • Other obligations, the principal of and interest on which is unconditionally guaranteed or insured by the State of Texas or the United States or its agencies; • Obligations of states, agencies, counties, cities, and other political subdivisions of any state having been rated as to investment quality by a nationally recognized investment rating firm and having received a rating of not less than "A" or its equivalent; • Certificates of deposit issued by state and national banks domiciled in Texas that are secured by obligations qualified as acceptable collateral; • Certificates of deposit issued by savings and loan associations domiciled in Texas that are secured by obligations qualified as acceptable collateral; • Prime domestic bankers' acceptances; • Commercial paper with a stated maturity of 270 days or less from the date of issuance that is rated not less than "A-1," "P-1," or its equivalent; • Fully collateralized repurchase agreements having a defined termination date, secured by qualified obligations, pledged with a third party, and placed through a primary government securities dealer as defined by the Federal Reserve, or a bank domiciled in Texas; • Money-market mutual funds that are SEC registered no-load funds with dollar-weighted average portfolio maturity of 120 days or less; or • Public funds investment pools. The City's investment policy prohibits the substitution of collateral on repurchase agreements without prior approval by the City. Also, reverse repurchase agreements are prohibited by the policy. The City's investment portfolio is comprised of the following classifications of securities: As a Percentage Bank Demand Accounts 1.00% U.S. Government Agencies and Instrumentalities Securities 77.00% Texas Local Government Investment Pool 21.00% Fidelity Money Market Mutual Fund 1.00% Total 100.00% The City's investments are categorized to give an indication of the level of risk assumed by the City at year end. Category 1 includes securities that are insured or registered, or securities held by the City or its agent in the City's name. Category 2 includes uninsured and unregistered securities, with securities held by the counterparty's trust department or agent in the City's name. Category 3 includes uninsured and unregistered securities, with securities held by the counterparty in the City's name, or held by the counterparty's trust department or agent, but not in the City's name. All securities held at September 30, 2004 were Category 1 investments with the exception of Texpool. The fair value of all cash, cash equivalents, and investments was as follows: Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 49 Fair Value Bank Demand Accounts 1,063,205$ U.S. Government Agencies and Instrumentalities Securities 90,262,294 Texas Local Government Investment Pool 24,058,521 Fidelity Money Market Mutual Fund 1,617,702 Total 117,001,722$ "TexPool" is a local government investment pool created and managed by the Texas State Treasurer to invest funds on behalf of Texas political subdivisions. The pool operates on a $1.00 net asset value basis and allows same day or next day redemptions and deposits. Interest is allocated daily based on portfolio earnings and participant account balances. The City's investment in TexPool is stated at cost, which approximates fair value. The fair value of Texpool's investments as a whole was at least 102% of the book value as of September 30, 2004. The fair value of the City's investment is the same as the value of the pool shares. TexPool is not managed by the City, and the City does not possess securities that exist in either physical or book entry form. Consequently, these securities have not been classified. Under the Texas Public Funds Investment Act, TexPool must maintain an AAA or equivalent rating from at least one nationally recognized rating agency. TexPool is currently rated AAAm by Standard and Poor's. The revenue bond ordinances require disclosure of the investments held by the reserve fund. Sufficient investments exist in the pool to adequately meet reserve fund requirements. A detailed list of those securities is available in the office of the Director of Finance and Strategic Planning. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 50 B. Receivables Receivables as of year end for the City's individual major funds and nonmajor and internal service funds in the aggregate, including the applicable allowances for uncollectible accounts, are as follows: Internal Governmental Activities: Debt Streets Service Fund General Service Projects Nonmajor Allocation Total Taxes: Property 136,447$ 185,041$ -$ -$ -$ 321,488$ Beverage 115,804 - - - - 115,804 Sales Tax 1,316,395 - - - - 1,316,395 Subtotal Taxes 1,568,646 185,041 - - - 1,753,687 Accrued Interest 67,076 13,695 102,080 139,224 55,331 377,406 Grants 29,946 - - 541,069 - 571,015 Accounts/Charges for Services 533,466 - - 186,409 218,060 937,935 Miscellaneous 39,848 - - 4,197 - 44,045 Total Gross Governmental 2,238,982 198,736 102,080 870,899 273,391 3,684,088 Less Allowance for Uncollectible Accounts (105,245) - - (70,405) - (175,650) Net Total Receivables 2,133,737$ 198,736$ 102,080$ 800,494$ 273,391$ 3,508,438$ Business-type Activities:Internal Service Fund Electric Water Sewer Nonmajor Allocation Total Accrued Interest 96,616$ 58,826$ 70,664$ 8,617$ 810$ 235,533$ Accounts/Charges for Services 6,302,820 1,090,268 1,063,041 588,890 23,355 9,068,374 Miscellaneous 1,102,256 - - 12,522 9,395 1,124,173 Total Gross Major Enterprise 7,501,692 1,149,094 1,133,705 610,029 33,560 10,428,080 Less Allowance for Uncollectible Accounts (1,514,865) (40,455) (85,871) (51,553) (13,046) (1,705,790) Net Total Receivables 5,986,827$ 1,108,639$ 1,047,834$ 558,476$ 20,514$ 8,722,290$ Governmental funds report deferred revenue in connection with receivables for revenues that are not considered to be available to liquidate liabilities of the current period. Governmental funds also defer revenue recognition in connection with resources that have been received but not yet earned. At the end of the fiscal year, the various components of deferred revenue and unearned revenue reported in the governmental funds were as follows: Unavailable Unearned Total Property Tax 321,487$ - 321,487$ Special Assessments 21,796 - 21,796 Fines and Penalties - 893,786 893,786 Emergency Services 391,795 - 391,795 Other 25,000 - 25,000 760,078$ 893,786$ 1,653,864$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 51 C. Capital Assets Capital asset activity for the year ended September 30, 2004 was as follows: Beginning Ending Governmental Activities Balance Increases Decreases Balance Capital Assets, Not Being Depreciated Land 20,795,698$ 3,354,668$ (13,740)$ 24,136,626$ Construction in Progress 13,843,104 8,843,873 (7,600,164) 15,086,813 Total Capital Assets, Not Being Depreciated 34,638,802 12,198,541 (7,613,904) 39,223,439 Capital Assets, Being Depreciated Buildings and Building Improvements 18,739,391 643,878 - 19,383,269 Improvements Other Than Buildings 13,658,684 2,020,463 - 15,679,147 Machinery and Equipment 21,949,042 2,682,628 (1,529,845) 23,101,825 Infrastructure 133,250,042 9,752,358 - 143,002,400 Total Capital Assets, Being Depreciated 187,597,159 15,099,327 (1,529,845) 201,166,641 Less Accumulated Depreciation for: Buildings and Building Improvements 4,656,647 379,932 - 5,036,579 Improvements Other Than Buildings 5,864,593 478,492 - 6,343,085 Machinery and Equipment 12,709,440 3,001,382 (1,396,415) 14,314,407 Infrastructure 67,185,390 2,229,004 - 69,414,394 Total Accumulated Depreciation 90,416,070 6,088,810 (1,396,415) 95,108,465 Total Capital Assets Being Depreciated, Net 97,181,089 9,010,517 (133,430) 106,058,176 Governmental Type Activities Capital Assets, Net 131,819,891$ 21,209,058$ (7,747,334)$ 145,281,615$ Beginning Ending Business-Type Activities Balance Increases Decreases Balance Capital Assets, Not Being Depreciated Land 672,811$ 36,839$ -$ 709,650$ Construction in Progress 31,120,744 13,968,994 (15,982,857) 29,106,881 Total Capital Assets, Not Being Depreciated 31,793,555 14,005,833 (15,982,857) 29,816,531 Capital Assets, Being Depreciated Electric System 83,514,186 3,917,539 (411,044) 87,020,681 Water System 60,409,386 12,410,319 (27,520) 72,792,185 Wastewater System 59,170,660 4,998,739 (6,201) 64,163,198 Buildings and Building Improvements 5,723,063 - - 5,723,063 Machinery and Equipment 1,411,242 23,500 (156,141) 1,278,601 Total Capital Assets, Being Depreciated 210,228,537 21,350,097 (600,906) 230,977,728 Less Accumulated Depreciation for: Electric System 36,378,393 3,196,543 (503,559) 39,071,377 Water System 18,596,629 1,474,978 (10,895) 20,060,712 Wastewater System 15,486,939 1,745,641 (5,237) 17,227,343 Buildings and Building Improvements 280,396 142,505 - 422,901 Machinery and Equipment 1,304,396 41,897 (157,164) 1,189,129 Total Accumulated Depreciation 72,046,753 6,601,564 (676,855) 77,971,462 Total Capital Assets Being Depreciated, Net 138,181,784 14,748,533 75,949 153,006,266 Business Type Activities Capital Assets, Net 169,975,339$ 28,754,366$ (15,906,908)$ 182,822,797$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 52 Depreciation expense was charged to governmental activities of the City as follows: Development Services 2,949$ Fire 33,909 Fiscal Services 28,222 General Government 6,687 Office of Technology and Information Services 113,572 Parks and Recreation 447,980 Police 17,452 Public Works 25,610 Non-departmental 2,690,998 Capital Assets Held by the City's Internal Service Funds 2,721,431 Total Depreciation Expense 6,088,810$ D. Interfund Transactions Transfers between funds during the year were as follows: Governmental Business-type Transfers In Transfers Out Activities, net Activities, net General Fund 7,028,260$ (9,499,773)$ (2,471,513)$ -$ Debt Service Fund 1,393,860 - 1,393,860 - Special Revenue Funds: Community Development 250,091 (1,515,499) (1,265,408) - Parks Escrow 4,500 - 4,500 - WPC TIF - (479,100) (479,100) - Capital Projects Funds: Drainage Projects 224,045 (72,330) 151,715 - General Government Projects 103,204 - 103,204 - Parks Projects 585,375 - 585,375 - Streets Projects 1,355,875 - 1,355,875 - Enterprise Funds: Electric 4,720,000 (4,795,649) - (75,649) Water - (915,728) - (915,728) Wastewater 4,000,000 (967,884) - 3,032,116 Sanitation 5,000 (378,758) - (373,758) Cedar Creek Condominiums - (250,091) - (250,091) Parking - (511,100) - (511,100) Internal Service Funds: Employee Benefits - (350,000) (350,000) - Equipment Replacement 16,344 (403,752) (387,408) - Fleet Maintenance 104,117 - 104,117 - Utility Billing - (1,007) - (1,007) Worker's Compensation 350,000 - 350,000 - 20,140,671$ (20,140,671)$ (904,783)$ 904,783$ The composition of due to/due from balances as of September 30, 2004 is as follows: Due To Due From Amount General Fund Fleet Maintenance Fund $45,932 General Fund Print/Mail Fund $31,783 Electric Fund Hotel/Motel Tax Fund $200,000 Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 53 The outstanding balance between the general fund and both the fleet maintenance and print/mail funds represents a working capital loan that the general fund expects to collect in the subsequent year. The outstanding balance between the electric fund and the hotel/motel tax fund represents an amount related to an economic development project that is expected to be completed in fiscal year 2005. E. Deferred Charges See Note IV B. F. Long-Term Debt A summary of long-term debt transactions, including current portion, for the year ended September 30, 2004 is as follows: Amounts Beginning Incurred/ Matured/ Ending Due Within Balance Issued Retired Balance One Year Governmental Activities: General Obligation Bonds 43,170,000$ 12,940,000$ 9,025,000$ 47,085,000$ 2,995,000$ Certificates of Obligation 32,525,000 9,415,000 7,235,000 34,705,000 3,195,000 Accrued Vacation 1,644,680 1,046,336 1,009,722 1,681,294 123,433 Governmental Activity Long Term Debt 77,339,680$ 23,401,336$ 17,269,722$ 83,471,294$ 6,313,433$ Business Type Activities: Utility Revenue Bonds 79,680,000$ -$ 4,025,000$ 75,655,000$ 4,410,000$ Accrued Vacation: Electric Fund 127,105 139,572 125,087 141,590 7,080 Water Fund 46,077 42,293 40,454 47,916 2,396 Sewer Fund 57,603 58,718 55,558 60,763 3,038 Other 72,469 105,372 96,058 81,783 4,089 Business Type Activity Long Term Debt 79,983,254$ 345,955$ 4,342,157$ 75,987,052$ 4,426,603$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 54 Long-term debt at September 30, 2004 includes the following individual issues (not including unamortized premiums or discounts): Interest Issue Maturity Original Net Rate (%) Date Date Issue Retirement Outstanding General Obligation Bonds: 1995 Issue 5.10-7.00 8/1/95 2/15/13 4,700,000$ 4,400,000$ 300,000$ 1996 Issue and Refunding 4.70-7.50 12/1/96 2/15/15 11,845,000 7,550,000 4,295,000 1998 Issue 4.50-6.50 4/1/98 2/15/17 6,200,000 1,205,000 4,995,000 1999 Issue 3.40-5.40 4/15/99 2/15/17 6,230,000 1,170,000 5,060,000 2000 Issue 5.00-7.00 4/13/00 2/15/18 8,460,000 1,855,000 6,605,000 2001 Issue 5.00-7.00 8/1/01 2/15/17 4,140,000 1,595,000 2,545,000 2002 Issue 4.25-6.25 3/1/02 2/15/21 6,445,000 890,000 5,555,000 2003 Issue 3.00-5.00 7/9/03 2/15/23 4,790,000 - 4,790,000 2004 Issue 2.00-5.00 5/1/04 2/15/24 12,940,000 - 12,940,000 65,750,000$ 18,665,000$ 47,085,000$ Certificates of Obligation: 2000 Issue 5.00-7.00 4/13/00 2/15/18 4,050,000$ 1,285,000$ 2,765,000$ 2000A Issue 4.75-6.75 8/1/00 2/15/20 8,100,000 1,895,000 6,205,000 2001 Issue 3.50-5.00 8/2/01 2/15/20 3,650,000 1,375,000 2,275,000 2002 Issue 3.50-5.125 3/1/02 2/15/20 14,480,000 2,025,000 12,455,000 2003 Issue 2.50-3.25 12/5/02 2/15/08 1,000,000 190,000 810,000 2003A Issue 3.0-4.25 7/9/03 2/15/23 780,000 - 780,000 2004 Issue 2.0-5.00 5/1/04 2/15/24 9,415,000 - 9,415,000 41,475,000$ 6,770,000$ 34,705,000$ Utility Revenue Bonds: 1995 Issue 5.25-6.25 8/1/95 2/1/16 6,000,000$ 2,400,000$ 3,600,000$ 1996 Issue 4.15-5.60 12/1/96 2/1/17 10,110,000 3,535,000 6,575,000 1998 Issue 4.55-6.50 4/1/98 2/1/17 2,700,000 540,000 2,160,000 2000 Issue 5.00-7.00 4/13/00 2/15/18 10,500,000 1,400,000 9,100,000 2001 Issue 3.50-5.50 8/1/01 2/15/21 23,500,000 2,055,000 21,445,000 2002 Issue 4.00-6.00 3/1/02 2/15/22 18,215,000 1,085,000 17,130,000 2003 Issue Refunding 3.50-4.25 12/5/02 2/1/14 11,160,000 365,000 10,795,000 2003A Issue 2.50-4.25 7/9/03 2/15/23 4,850,000 - 4,850,000 87,035,000$ 11,380,000$ 75,655,000$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 55 The annual requirements to amortize debt outstanding as of September 30, 2004 are as follows. Due to the nature of the obligation for accrued vacation, annual requirements to amortize such obligations are not determinable and have not been included in the following summary: Governmental Activities General Obligation Certificates of Obligation Year Ended September 30, Principal Interest Principal Interest 2005 2,995,000$ 2,259,984$ 3,195,000$ 1,625,083$ 2006 2,740,000 1,977,873 2,475,000 1,396,504 2007 2,840,000 1,861,266 2,140,000 1,303,787 2008 2,925,000 1,741,711 1,955,000 1,221,135 2009 3,045,000 1,610,916 1,425,000 1,152,434 2010-2014 16,340,000 5,763,189 8,245,000 4,739,557 2015-2019 11,615,000 2,217,122 10,380,000 2,508,813 2020-2024 4,585,000 449,890 4,890,000 426,655 47,085,000$ 17,881,951$ 34,705,000$ 14,373,968$ Business-Type Activities Electric Water Sewer Year Ended September 30, Principal Interest Principal Interest Principal Interest 2005 1,256,500$ 767,853$ 1,258,700$ 1,276,850$ 1,894,800$ 1,498,575$ 2006 1,269,000 713,979 1,309,300 1,213,334 1,941,700 1,407,220 2007 1,064,750 664,825 1,182,000 1,153,939 1,898,250 1,317,998 2008 1,082,250 621,155 1,242,850 1,098,288 1,949,900 1,233,692 2009 1,097,000 576,962 1,301,650 1,038,256 1,996,350 1,148,094 2010-2014 5,712,750 2,094,057 7,578,000 4,067,496 10,739,250 4,226,794 2015-2019 3,811,000 920,873 8,533,050 1,945,722 8,415,950 1,783,748 2020-2023 2,376,250 196,339 3,625,250 230,646 3,118,500 196,953 17,669,500$ 6,556,043$ 26,030,800$ 12,024,531$ 31,954,700$ 12,813,074$ The City intends to retire all of its general long-term liabilities, plus interest, from ad valorem taxes. The proprietary fund type long-term debt will be repaid, plus interest, from the operating revenues of the Electric, Water, and Sewer Funds. General Obligation Bonds and Certificates The City issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. General obligation bonds are direct obligations and pledge the full faith and credit of the City. The City is required by bond covenants to create from ad valorem tax revenues a sinking fund sufficient to pay the current interest and principal installments as they become due. In addition to the sinking fund, there are a number of limitations and restrictions contained in the various general obligation bond and certificate indentures. The City is in compliance with the significant limitations and restrictions at September 30, 2004. On May 1, 2004 the City issued $12.94 million in General Obligation Improvement and Refunding Bonds with a true interest cost of 4.2%. The proceeds from the sale of the bonds will be used for (1) drainage improvement for greenways, (2) construction and acquisition of improvements to City streets, traffic control systems, parks, and public facilities, (3) refund Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 56 portions of the outstanding ad valorem tax supported obligations of the City, and (4) to pay the costs incurred in connection with the issuance of the Bonds. On May 1, 2004 the City issued $9.415 million in Certificates of Obligation for the cost of (1) construction of streets, drainage improvements, street lighting, and water and sewer improvements, (2) electric and wastewater utility projects, and (3) to pay the costs incurred in connection with the issuance of the Certificates. The true interest rate of this debt is 4.53%. Revenue Bonds Utility system revenue bonds are secured by the net revenues of the Electric, Water, and Sewer Funds as defined in the respective bond indentures. The City pledges income derived from the acquired or constructed assets to pay the debt service. In addition, the City is required to maintain debt service funds and bond reserve funds for all outstanding revenue bonds. Amounts in the reserve fund are to be used to pay principal and interest on outstanding bonds at any time sufficient funds are not available in the bond interest and redemption fund. The bond indentures require that the City accumulate reserves to an amount equal to the average annual principal and interest requirements of all outstanding bonds secured by the net revenues of the system. Arbitrage Compliance Arbitrage provisions of the Internal Revenue Tax Act of 1986 require the City to rebate to the federal government excess arbitrage earnings from bond proceeds. As of September 30, 2004, the City is not obligated to pay any future rebates. Defeasance On May 1, 2004 the City issued general obligation refunding bonds with an average interest rate of 4.34% to refund $6.15 million of series 1991, 1994, and 1995 general obligation bonds with an average interest rate of 5.42%. As a result of this refunding, the City will reduce its total debt service payments over the next 10 years by approximately $517,000 and will obtain an economic gain (difference between the present values of the debt service payments on the old and new debt) of $412,041. The proceeds from the issuance of the bonds were used to purchase U.S. Government securities that were placed in an irrevocable trust with an escrow agent to provide debt service payments on the bonds being refunded. As a result, the refunded bonds are considered to be defeased, and the liability has been removed from the governmental activities column of the City's financial statements. In prior years, the city defeased certain revenue refunding bonds totaling $61,080,000 and certain general obligation bonds and certificates of obligation totaling $18,392,126 by placing the proceeds of the refunding bonds in an irrevocable trust to provide for all future debt service on the refunded bonds. Accordingly, the trust account assets and the liability for the defeased bonds are not included in the City's financial statements. At September 30, 2004, the outstanding principal balance of the defeased revenue refunding bonds was $11,500,000 and the outstanding principal balance of the defeased general obligation bonds and certificates of obligation was $9,000,000. The assets, liabilities, and financial transactions of all of these trust accounts and the liability for refunded (defeased) bonds are not reflected in the financial statements of the City. The tables below reflect refunded debt outstanding at September 30, 2004 and net of any amounts to be paid or retired by the trustee on October 1, 2004: Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 57 Refunded in Year Ended September 30, 2004 General Obligation Bonds, Series 1991 750,000$ General Obligation Bonds, Series 1994 2,750,000 General Obligation Bonds, Series 1995 2,650,000 6,150,000$ Refunded in Prior Years Utility System Revenue & Refunding Bonds, Series 1993 2,250,000$ Utility System Revenue Bonds, Series 1994 8,250,000 Utility System Revenue Bonds, Series 1990 1,000,000 General Obligation Bonds, Series 1989 225,000 General Obligation & Refunding Bonds, Series 1991 1,200,000 General Obligation Refunding Bonds, Series 1996 1,425,000 14,350,000$ G. Reservations of Fund Balances and Net Assets Fund balances for governmental activities have been reserved or designated at September 30, 2004 as follows: Reserved Governmental Activities: General Fund: Reserved for Encumbrances 522,902$ Reserved for Inventory 49,344 Reserved for Police Seizure 15,402 Reserved for Court Technology 274,038 Reserved for Court Security 203,331 Reserved for Court Efficiency Improvements 24,493 Debt Service: Reserved for Bond Debt Service 2,538,713 Other Governmental Funds: Reserved for Encumbrances 9,530,850 Reserved for Capital Projects 29,462,122 Reserved for Endowment 990,694 Total 43,611,889$ H. Restatement of Net Assets The governmental activities beginning net assets reported in the government-wide financial statements has been restated. The restatement is the result of a correction to the value of previously recorded governmental buildings and building improvements, an inventory of governmental land and machinery and equipment, and an appraisal of governmental infrastructure. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 58 The restatement is summarized in the schedule below: Governmental Activities Net Assets, October 1, 2003 118,900,798$ Adjustment to Buildings and Building Improvements (3,913,006) Adjustment to Land 1,081,371 Adjustment to Machinery and Equipment (4,220,789) Adjustment to Infrastructure 64,150,939 Adjustment to Accumulated Depreciation (49,302,800) Net Assets, October 1, 2003 126,696,513$ V. OTHER INFORMATION A. Property Taxes Property tax is levied each October 1 on the assessed (appraised) value listed as of the prior January 1 for all real and business personal property located in the City. Taxable assessed value represents the appraisal value less applicable exemptions authorized by the City Council. Taxes are due October 1 and are delinquent after the following January 31. Tax liens are automatic and become enforceable as of January 1 of each year. Taxes become delinquent February 1 and are subject to interest and penalty charges. The tax rate to finance general governmental services including debt service was 46.53 cents per $100 of assessed valuation for the year ended September 30, 2004. Under current state statutes, the City's ability to increase the levy for property taxation is subject to a maximum rate of $2.50 per $100 valuation. The Brazos County Appraisal District ("Appraisal District") is responsible for the recording and appraisal of property for all taxing units in Brazos County. The Appraisal District is required to assess property at 100 percent of its appraised value. Real property must be reappraised at least every three years. The City may, at its own expense, require annual reviews by the Appraisal District through various appeals and, if necessary, legal action. Under this system, if the rate, excluding tax rates for bonds and other contractual obligations adjusted for new improvements, exceeds the rate for the previous year by more than eight (8) percent, qualified voters of the City may petition for an election to determine whether to limit the tax rate to no more than eight (8) percent above the tax rate of the previous year. Brazos County bills and collects the property taxes for the City. B. Risk Management A government entity, such as the City of College Station, is faced with many risks. These risks can be generally subdivided into four categories of loss: direct property loss, indirect property loss, liability loss, and personnel losses. The City employs a combination of risk management strategies to provide acceptable levels of protection regarding these potential risks. The City is self-insured for health benefits, and the plan is administered by Blue Cross Blue Shield. This activity is accounted for in the Employee Benefits Fund which is funded monthly by contributions from employees and from the operating funds of the City. These contributions are determined based on an analysis of prior year claims and administrative costs and a forecast of future claims and administrative costs. The City has a stop-loss insurance policy that limits its Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 59 liability to $100,000 per individual per year with an aggregate, annual liability of $1,000,000. The liability for outstanding losses includes $499,375 for claims incurred but not reported as of September 30, 2004. In fiscal year 2004 the City was insured by the Texas Municipal League Intergovernmental Risk Pool, (TMLIRP) for all of its real and personal property and mobile equipment. TMLIRP is funded by calculated contributions from the City's operating funds and provides all of the claims handling for these lines of coverage. The City carries a $100,000 deductible per occurrence on its property insurance policy with TMLIRP. Property insurance covers all direct losses and some indirect losses. On all lines of liability coverage, the City is self-insured. The City has procured excess liability coverage through State National Insurance Company that is A.M. Best rated A-VII. The self- insured retention ("SIR") is $250,000 per claim. The claims are handled by a third party claims administrator ("TPA") located in Houston, Texas. The City is also self-insured on its workers' compensation coverage. The City opted for excess workers' compensation coverage with a SIR of $250,000 per claim feature. The City's carrier is State National Insurance Company, and the TPA handles all of the workers' compensation claims. In the event of a simultaneous liability and workers' compensation claim, only one SIR applies. The City’s runoff claims for liability and worker compensation is estimated to be less than $50,000. Historically, the City’s incurred but not reported claims (IBNR) have been immaterial to its approach to claim funding. Lastly, the City also uses its Unemployment Fund to account for self-insurance activity involving claims filed under unemployment compensation laws. Monthly contributions based on a percentage of payroll are determined each year during the budget process and are used to fund this activity. Settlements have not exceeded coverages for each of the past three fiscal years. The liabilities for insurance claims reported in each of the funds are based on Governmental Accounting Standards Board Statement No. 10, which requires that a liability for claims be reported if information prior to the issuance of the financial statements indicates that it is probable that a liability has been incurred at the date of the financial statements and if the amount of the loss can be reasonably estimated. These liabilities include an estimate for incurred but not reported claims. Changes in the balances of claims liabilities for the self- insurance funds that are accounted for as Internal Service Funds for fiscal years 2004 and 2003 are as follows: 2004 2003 Unpaid Claims, October 1 418,859$ 151,495$ Incurred Claims (including IBNR's) 2,664,925 826,091 Claims Paid (2,473,520) (558,727) Unpaid Claims, September 30 610,264$ 418,859$ C. Joint Venture In May 1990, the City of College Station joined the City of Bryan in creating BVSWMA. The primary purpose of BVSWMA is to achieve economy of scale savings for the participants Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 60 through joint ownership and use of regional waste management facilities. Each city holds a 50% interest and ownership in BVSWMA. BVSWMA is governed by an Administrative Board of Trustees ("Board") comprised of the City Manager and a staff person from each city; in addition, the Mayors of each city serve alternating two-year terms on the Board. The Board has complete responsibility for the daily operating activities of BVSWMA. After Board approval, the BVSWMA annual budget is presented for approval by both cities as a part of their regular budget. The City's share of BVSWMA's change in net assets for fiscal 2004 was ($308,301). State and federal laws and regulations require BVSWMA to place a final cover on its Rock Prairie landfill site when it stops accepting waste and to perform certain maintenance and monitoring functions at the site for thirty years after closure. Although closure and postclosure care costs will be paid only near or after the date that the landfill stops accepting waste, BVSWMA reports a portion of these closure and postclosure care costs as an operating expense in each period based on landfill capacity used as of each balance sheet date. The $4.2 million reported as accrued postclosure maintenance costs at September 30, 2004, represents the cumulative amount reported to date based on the use of 61 percent of the estimated capacity of the landfill. BVSWMA will recognize the remaining estimated cost of closure and postclosure care of $2.6 million as the remaining estimated capacity is filled. These amounts are based on what it would cost to perform all closure and postclosure care in 2004. BVSWMA expects to close the landfill in the year 2008. Actual cost may be higher due to inflation, changes in technology, or changes in regulations. The following is a summary of information from the audited financial statements of BVSWMA as of September 30, 2004: Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 61 2004 2003 Assets: Current Assets 12,714,944$ 12,157,013$ Capital Assets (Net of $4,546,076 Accumulated Depreciation at 2004 and $4,223,732 at 2003) 4,132,478 4,031,163 Deferred Landfill Permits (Net of $429,483 Accumulated Amortization at 2004 and $355,233 at 2003) 2,363,993 2,169,484 19,211,415 18,357,660 Liabilities: Current Liabilities 460,842 586,729 Noncurrent Liabilities: Accrued Post Closure Maintenance Costs 4,154,808 2,558,562 Total Liabilities 4,615,650 3,145,291 Net Assets Invested In Capital Assets 4,132,478 4,031,163 Unrestricted 10,463,287 11,181,206 Total Net Assets 14,595,765$ 15,212,369$ Program Revenues 4,770,116$ 5,383,382$ Expenses 5,597,320 3,068,038 (827,204) 2,315,344 General Revenues 210,600 317,975 Change in Net Assets (616,604)$ 2,633,319$ A copy of BVSWMA's separate audited financial statements may be obtained from the City's Fiscal Services Department. D. RETIREMENT PLAN The City has adopted GASB Statement No. 25, Financial Reporting for Defined Benefit Pension Plans and Note Disclosures for Defined Contribution Plans, and GASB Statement No. 27, Accounting for Pensions by State and Local Government Employees. These statements require the following disclosures: Plan Description The City provides pension benefits for all of its full-time employees through a nontraditional, joint contributory, hybrid defined benefit plan in the state-wide Texas Municipal Retirement System ("TMRS"), one of 794 administered by TMRS, an agent multiple-employer public employee retirement system. Benefits depend upon the sum of the employee's contributions to the plan, with interest, and the City-financed monetary credits, with interest. At the date the plan began, the City granted monetary credits for service rendered before the plan began of a theoretical amount equal to two times what would have been contributed by the employee, with interest, prior to establishment of the plan. Monetary credits for service since the plan began are 200 percent of the employee's accumulated contributions. In addition, the City can grant as often as annually Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 62 another type of monetary credit referred to as an updated service credit which is a theoretical amount which, when added to the employee's accumulated contributions and the monetary credits for service since the plan began, would be the total monetary credits and employee contributions accumulated with interest if the current employee contribution rate and City matching percent had always been in existence and if the employee's salary had always been the average of his salary in the last three years that are one year before the effective date. At retirement, the benefit is calculated as if the sum of the employee's accumulated contributions with interest and the employer-financed monetary credits with interest were used to purchase an annuity. The plan provisions are adopted by the governing body of the City, within the options available in the state statutes governing TMRS and within actuarial constraints also in the statutes. Plan provisions for the City were as follows: Deposit Rate: 7% Matching Ratio (City to Employee): 2 to 1 Members Vested After: 5 years Members can retire at age 60 and above with 5 or more years of service or with 20 years of service regardless of age. A member is vested after 5 years. The plan provisions are adopted by the governing body of the City, within the options available in the state statutes governing TMRS and within the actuarial constraints also in the statutes. Contributions Under the state law governing TMRS, the actuary annually determines the City contribution rate. This rate consists of the normal cost contribution rate and the prior service cost contribution rate, both of which are calculated to be a level percent of payroll from year to year. The normal cost contribution rate finances the currently accruing monetary credits due to the City matching percent, which are the obligation of the City as of an employee’s retirement date, not at the time the employee’s contributions are made. The normal cost contribution rate is the actuarially determined percent of payroll necessary to satisfy the obligation of the City to each employee at the time his/her retirement becomes effective. The prior service contribution rate amortizes the unfunded (overfunded) actuarial liability (asset) over the remainder of the plan’s 25-year amortization period. The unit credit actuarial cost method is used for determining the City contribution rate. Both the employees and the City make contributions monthly. Since the City needs to know its contribution rate in advance for budgetary purposes, there is one-year delay between the actuarial valuation that is the basis for the rate and the calendar year when the rate goes into effect. (i.e. December 31, 2003 valuation is effective for rates beginning January 2005). Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 63 The following is a schedule of actuarial liabilities and funding progress: Actuarial Valuation Date 12/31/2003 Actuarial Value of Assets 63,223,606$ Actuarial Accrued Liability 80,476,343$ Percentage Funded 78.6% Unfunded (Overfunded) Actuarial Accrued Liability (UAAL) 17,252,737$ Annual Covered Payroll 28,537,016$ UAAL as a Percentage of Covered Payroll 60.5% Net Pension Obligation (NPO) at Beginning of Period -$ Plus Annual Pension Cost: Annual Required Contribution (ARC) 3,204,948 Less Contributions Made 3,204,948 NPO at the End of the Period -$ Actuarial assumptions as of the latest actuarial valuation are as follows: Actuarial Cost Method: Unit Credit Amortization Method: Level Percent of Payroll Remaining Amortization Period: 25 Years--Open Period Asset Valuation Method: Amortized Cost (to accurately reflect the requirements of GASB Statement No. 25, paragraphs 36e and 138) Investment Rate of Return: 7% Projected Salary Increases: None Includes Inflation at: None Cost-of-Living Adjustments: None Each of the 794 Municipalities have an annual, individual actuarial valuation performed. All assumptions for the 12/31/03 valuations are contained in the 2003 TMRS Comprehensive Annual Financial Report, a copy of which may be obtained by writing to P.O. Box 149153, Austin, Texas 78714-9153. Trend Information Trend information gives an indication of the progress made in accumulating sufficient assets to pay benefits when due. Applicable historical trend information concerning this plan is presented on the next page: Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 64 Fiscal Year Annual Required Contributions Net Pension Ending Contribution (ARC) Made Obligation 1995 1,028,586 1,028,586 - 1996 1,107,037 1,107,037 - 1997 1,299,737 1,299,737 - 1998 1,662,022 1,662,022 - 1999 1,965,749 1,965,749 - 2000 2,154,204 2,154,204 - 2001 2,272,217 2,272,217 - 2002 2,511,159 2,511,159 - 2003 2,694,930 2,694,930 - 2004 3,204,948 3,204,948 - Unfunded Net Assets Available Accrued Accrued as a Percent of Actuarial Actuarial Actuarial Actuarial Pension Benefit Valuation Date Value of Assets Liability (AAL) Liability (UAAL) Obligation 12/31/1994 21,696,264 26,863,012 5,166,748 81% 12/31/1995 26,004,146 31,518,807 5,514,661 83% 12/31/1996 30,332,645 36,941,994 6,609,349 82% 12/31/1997 34,566,021 42,100,099 7,534,078 82% 12/31/1998 38,759,223 45,574,205 6,814,982 85% 12/31/1999 43,010,803 49,987,308 6,976,505 86% 12/31/2000 47,880,750 55,811,761 7,931,011 86% 12/31/2001 52,927,528 61,856,550 8,929,022 86% 12/31/2002 57,742,291 68,424,249 10,681,958 84% 12/31/2003 63,223,606 80,476,343 17,252,737 79% Annual UAAL as a Actuarial Covered Percentage of Valuation Date Payroll Covered Payroll 12/31/1994 17,086,936 30% 12/31/1995 17,581,968 31% 12/31/1996 18,001,720 37% 12/31/1997 17,839,856 42% 12/31/1998 19,339,128 35% 12/31/1999 20,803,862 34% 12/31/2000 23,651,256 34% 12/31/2001 25,422,558 35% 12/31/2002 27,784,120 38% 12/31/2003 28,537,016 61% Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 65 Post Retirement/Employment Benefits In addition to providing pension benefits, the City provides certain health care benefits for retired employees as established by City Resolution No. 9-13-90-5.10, which was passed and approved by the City Council on September 13, 1990. According to this resolution, employees who retire while working for the City and their dependents are eligible to remain on the City’s health plan as long as the employee makes monthly premium payments. During fiscal year 2004, twelve former employees were covered under this arrangement. Prior to the passage of this resolution, employees who reached retirement while working for the City were eligible to remain on the City’s self-insured health plan and have their monthly premiums paid for by the City. During fiscal year 2004, one retiree was covered under this plan; however, claims filed by this retiree were not material. The City also provides health benefits as required by the Federal Government under the Consolidated Omnibus Budget Reconciliation Act of 1985 ("COBRA"). COBRA requires employers that sponsor group health plans to provide continuation of group coverage to employees and their dependents under certain circumstances where coverage would otherwise end. Terminated employees who qualify under COBRA pay premium costs for themselves and dependents. Expenditures are recognized as claims are submitted. COBRA participants are reimbursed at the same levels as active employees. The amount of expenditures related to COBRA claims for the year ended September 30, 2004 was not material. As of September 30, 2004 the City has 9 COBRA participants. E. Deferred Compensation Plan The City offers its employees a deferred compensation plan created in accordance with Internal Revenue Code ("IRC") 457. The plan, as amended, is available to all employees and permits them to defer a portion of their salary until future years. The plan funds are not available to employees until termination, retirement, death, or emergency. All amounts of compensation deferred under the plan (until paid or made available to the employee or other beneficiary) were placed in trust for the exclusive benefit of the participants and the beneficiaries. This action is in accordance with changes made to IRC Section 457. Since the City is no longer the Plan Administrator or the trustee, the assets of the plan are no longer a reportable fund in the City's basic financial statements. F. Commitments and Contingencies Construction Commitments The City has active construction projects as of September 30, 2004. At year-end, the construction commitments with contractors for specific projects were as follows: Notes to the Financial Statements For the Fiscal Year Ended September 30, 2004 City of College Station, Texas 66 Remaining Project Name Spent to Date Commitment Greens Prairie Widening 1,699,810$ 1,096,757$ Eastgate Park Improvements 24,676 19,594 Pebble Creek Park Improvements - 38,325 Lincoln Center Expansion 167,952 650,496 Longmire & Westridge 169,396 16,660 Fire Station No. 5 330,045 978,258 Carter Creek Lift Pump 17,335 512,665 Longmire Drive Extension 284,396 31,191 Wolf Pen Creek Lower Trails Phase I 1,100,601 104,114 3,794,211$ 3,448,060$ G. Bonds Available for Sale Authorized general obligation bonds available for future issue are as follows: Year Unissued Authorized Amount Public Buildings 1984 700,000$ Street Improvements 1984 500,000 Street Improvements 2003 16,930,000 Traffic Management 2003 2,450,000 Park Improvements 2003 7,955,000 Municipal Complex Improvements 2003 3,655,000 Fire Station Improvements 2003 1,310,000 Total 33,500,000$ H. Revenue Bond Coverage All the net revenues of the Electric, Water, and Sewer Funds are pledged for the payment of debt service of the revenue bonds and other indebtedness payable from those revenues. Net revenues, as defined by the revenue bond resolutions, include substantially all of the revenues and expenses of the above named funds other than certain interest income and expense, and depreciation and amortization. These bond resolutions further require that the net revenues, as defined, equal at least 1.40 times the average annual debt service on all revenue bonds and other indebtedness payable from those revenues and 1.25 times the maximum annual debt service on all revenue bonds and other indebtedness payable from those revenues. The maximum annual debt service is defined as the maximum principal and interest payments to be paid in any one year remaining in the life of the bonds, and the average annual debt service is defined as the sum of all principal and interest payments due over the remaining life of the bonds divided by the remaining life of the bonds. The City is in compliance with these requirements. CITY OF COLLEGE STATION, TEXAS Schedule of Funding Progress Texas Municipal Retirement System Last Ten Fiscal Years UAAL as a Actuarial Actuarial Percentage Actuarial Value of Accrued Unfunded Funded Covered of Covered Valuation Assets Liability (AAL) AAL (UAAL) Ratio Payroll Payroll Date* (a) (b) (b-a) (a/b) (c) [(b-a)/c] 12/31/1995 21,696,264 26,863,012 5,166,748 80.8% 17,086,936 30.2% 12/31/1996 26,004,146 31,518,807 5,514,661 82.5% 17,581,968 31.4% 12/31/1997 30,332,645 36,941,994 6,609,349 82.1% 18,001,720 36.7% 12/31/1998 34,566,021 42,100,099 7,534,078 82.1% 17,839,856 42.2% 12/31/1999 38,759,223 45,574,205 6,814,982 85.0% 19,339,128 35.2% 12/31/2000 43,010,803 49,987,308 6,976,505 86.0% 20,803,862 33.5% 12/31/2001 47,880,750 55,811,761 7,931,011 85.8% 23,651,256 33.5% 12/31/2002 52,927,528 61,856,550 8,929,022 85.6% 25,422,558 35.1% 12/31/2003 57,742,291 68,424,249 10,681,958 84.4% 27,784,120 38.4% 12/31/2004 63,223,606 80,476,343 17,252,737 78.6% 28,537,016 60.5% *Assets are stated at cost as of December 31 of the preceding year. 67 CITY OF COLLEGE STATION, TEXAS Schedule of Revenues, Expenditures and Changes in Fund Balance Budget and Actual (Budgetary Basis) General Fund For the Fiscal Year Ended September 30, 2004 Original Budget Final Budget Actual Variance Over (Under) Revenues Taxes 21,771,246$ 21,771,246$ 22,991,117$ 1,219,871$ Licenses and Permits 885,200 885,200 1,112,766 227,566 Intergovernmental 230,815 303,815 344,466 40,651 Charges for Services 2,335,735 2,335,735 2,398,165 62,430 Fines, Forfeits and Penalties 2,870,130 2,870,130 2,956,836 86,706 Investment Income 264,030 264,030 288,608 24,578 Rents and Royalties 226,800 226,800 251,042 24,242 Contributions 22,300 22,300 9,619 (12,681) Reimbursed Expenditures 7,100 7,100 8,430 1,330 Other 141,300 141,300 197,982 56,682 Total Revenues 28,754,656 28,827,656 30,559,031 1,731,375 Expenditures Current General Government 3,719,588 3,863,139 3,842,764 (20,375) Fiscal Services 2,605,940 2,614,669 2,467,198 (147,471) Police 9,217,953 9,459,867 9,734,181 274,314 Fire 7,230,399 7,374,575 7,230,967 (143,608) Development Services 2,164,761 2,171,672 1,947,578 (224,094) Public Works 5,849,354 5,863,173 5,729,921 (133,252) Economic and Community Development 0 13,440 16,886 3,446 Parks and Recreation 6,397,332 6,508,987 6,359,261 (149,726) Office of Technology and Information Services 2,507,345 2,611,266 2,335,634 (275,632) Library 716,518 716,518 665,291 (51,227) Nondepartmental Reimbursed Administrative (5,704,983) (5,704,983) (5,486,919) 218,064 Contributions 898,975 1,806,296 1,289,389 (516,907) Other 280,500 69,081 70,919 1,838 Capital Outlay 1,182,589 2,293,925 983,105 (1,310,820) Total Expenditures 37,066,271 39,661,625 37,186,175 (2,475,450) Deficiency of Revenues Under Expenditures (8,311,615) (10,833,969) (6,627,144) 4,206,825 Other Financing Sources (Uses) Sale of General Fixed Assets 30,600 30,600 4,386 (26,214) Operating Transfers In 7,000,395 7,000,395 7,028,260 27,865 Operating Transfer Out (640,000) (705,394) (763,429) (58,035) Total Other Financing Sources (Uses) 6,390,995 6,325,601 6,269,217 (56,384) Net Change in Fund Balances (1,920,620) (4,508,368) (357,927) 4,150,441 Fund Balances, October 1 11,250,335 11,250,335 11,250,335 0 Fund Balances, September 30 9,329,715$ 6,741,967$ 10,892,408$ 4,150,441$ 68 CITY OF COLLEGE STATION, TEXAS Adjustments to General Fund Revenues and Expenditures To Reconcile From Budget Basis to GAAP Basis For the Fiscal Year Ended September 30, 2004 Net change in fund balance - Budget Basis (357,927)$ Revenues Market Adjustment for Investments (75,311) Other 8,501 Expenditures Bad Debt Expense (81,383) Payroll Accrual, net (233,097) Capitalize/Reclass Assets 211,192 Reclass Expense (14,074) Other (5,284) Net change in fund balance - GAAP Basis (547,383)$ 69 70 71 COMBINING FINANCIAL STATEMENTS NONMAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS Special revenue funds are used to account for specific revenues that are legally restricted to expenditures for particular purposes. Community Development - to account for funds granted to the City by the Federal Department of Housing and Urban Development for use on various community improvement projects. Convention Center - to account for the receipt and expenditure of funds received by the City in the operation and maintenance of a convention center. Revenues associated with this fund are derived from the hotel and motel occupancy tax and convention center rentals. Hotel/Motel Tax - to account for the receipt and expenditure of funds received by the City from the assessment of hotel and motel occupancy tax. Usage of funds is restricted to the construction and maintenance of convention and civic facilities and to the promotion of tourism and arts within the City. Parks Escrow - to account for the receipt and expenditure of funds received by the City from residential land developers, who dedicate land, or money in lieu of land, for use in the development of neighborhood parks in residential areas. Wolf Pen Creek Tax Increment Financing District - to account for the receipt and expenditure of funds received by the City from the creation of a tax increment financing district for the Wolf Pen Creek area. CAPITAL PROJECTS FUNDS Capital Projects Funds are used to account for the acquisition and construction of major capital improvements other than those financed by proprietary funds and trust funds. Business Park - to account for the cost of street, water, and sewer improvements at the College Station Business Park. Drainage Projects - to account for the cost of drainage improvements made with funds provided by a drainage utility fee and proceeds from the sale of general obligation bonds. General Government Projects - to account for the cost of new building construction and building improvements made with funds provided by proceeds from the sale of general obligation bonds. Parks Projects - to account for the costs of new parks and improvements to existing parks made with funds provided from the sale of general obligation bonds. PERMANENT FUNDS Permanent Funds are used to report resources that are legally restricted to the extent that only earnings, not principal, may be used for purposes that support the City's programs. Cemetery Perpetual Care Fund - to account for principal trust amounts received and related interest income for the College Station cemetery. CITY OF COLLEGE STATION, TEXAS Combining Balance Sheet Nonmajor Governmental Funds As of September 30, 2004 Special Revenue Funds Capital Projects Funds Permanent Funds Total Current Assets Equity in Cash and Cash Equivalents 1,876,135$ 4,061,410$ 223,927$ 6,161,472$ Equity in Investments 6,323,756 13,689,506 754,776 20,768,038 Receivables Accrued Interest 40,816 93,229 5,179 139,224 Grants 541,069 0 0 541,069 Accounts 57,893 123,158 5,358 186,409 Loans 4,197 0 0 4,197 Less Allowance for Uncollectible Accounts (57,293) (12,412) (700) (70,405) Inventories 0 0 2,373 2,373 Total Assets 8,786,573$ 17,954,891$ 990,913$ 27,732,377$ Liabilities and Fund Balances Liabilities Accounts Payable 68,497$ 490,392$ 219$ 559,108$ Retainage Payable 769 49,223 0 49,992 Interfund Payable 200,000 0 0 200,000 Refundable Deposits 11,756 0 0 11,756 Accrued Liabilities (186) 244 0 58 Other Deferred Revenues 2,858 0 0 2,858 Total Liabilities 283,694 539,859 219 823,772 Fund Balances Reserved Reserved for Encumbrances 2,417,624 2,740,128 0 5,157,752 Reserved for Capital Projects 0 14,674,904 0 14,674,904 Reserved for Perpetual Care 0 0 990,694 990,694 Unreserved Undesignated 6,085,255 0 0 6,085,255 Total Fund Balances 8,502,879 17,415,032 990,694 26,908,605 Total Liabilities and Fund Balances 8,786,573$ 17,954,891$ 990,913$ 27,732,377$ 72 CITY OF COLLEGE STATION, TEXAS Combining Balance Sheet Nonmajor Governmental Funds - Special Revenue Funds As of September 30, 2004 Community Development Convention Center Hotel/Motel Parks Escrow Wolf Pen Creek Tax Increment Financing District Total Current Assets Equity in Cash and Cash Equivalents 111,936$ 189,812$ 623,695$ 383,133$ 567,559$ 1,876,135$ Equity in Investments 377,294 639,788 2,102,245 1,291,398 1,913,031 6,323,756 Receivables Accrued Interest 0 4,390 12,001 8,839 15,586 40,816 Grants 541,069 0 0 0 0 541,069 Accounts 0 0 57,893 0 0 57,893 Loans 4,197 0 0 0 0 4,197 Less Allowance for Uncollectible Accounts 0 0 (57,293) 0 0 (57,293) Total Assets 1,034,496$ 833,990$ 2,738,541$ 1,683,370$ 2,496,176$ 8,786,573$ Liabilities and Fund Balances Liabilities Accounts Payable 49,116$ 0$ 3,721$ 15,314$ 346$ 68,497$ Retainage Payable 342 0 0 427 0 769 Interfund Payable 0 0 200,000 0 0 200,000 Refundable Deposits 0 0 11,756 0 0 11,756 Accrued Liabilities (186) 0 0 0 0 (186) Other Deferred Revenues 2,858 0 0 0 0 2,858 Total Liabilities 52,130 0 215,477 15,741 346 283,694 Fund Balances Reserved Reserved for Encumbrances 408,598 429,367 92,139 55,350 1,432,170 2,417,624 Unreserved Undesignated 573,768 404,623 2,430,925 1,612,279 1,063,660 6,085,255 Total Fund Balances 982,366 833,990 2,523,064 1,667,629 2,495,830 8,502,879 Total Liabilities and Fund Balances 1,034,496$ 833,990$ 2,738,541$ 1,683,370$ 2,496,176$ 8,786,573$ 73 CITY OF COLLEGE STATION, TEXAS Combining Balance Sheet Nonmajor Governmental Funds - Capital Projects Funds As of September 30, 2004 Business Park Drainage Projects General Government Projects Parks Projects Total Current Assets Equity in Cash and Cash Equivalents 647,138$ 1,730,200$ 1,539,304$ 144,768$ 4,061,410$ Equity in Investments 2,181,263 5,831,862 5,188,423 487,958 13,689,506 Receivables Accrued Interest 14,992 40,360 35,164 2,713 93,229 Grants 0 0 0 0 0 Accounts 0 123,158 0 0 123,158 Other 0 0 0 0 0 Less Allowance for Uncollectible Accounts 0 (12,412) 0 0 (12,412) Total Assets 2,843,393$ 7,713,168$ 6,762,891$ 635,439$ 17,954,891$ Liabilities and Fund Balances Liabilities Accounts Payable 0$ 1,000$ 261,037$ 228,355$ 490,392$ Retainage Payable 0 0 28,719 20,504 49,223 Accrued Liabilities 0 0 0 244 244 Total Liabilities 0 1,000 289,756 249,103 539,859 Fund Balances Reserved Reserved for Encumbrances 0 780,654 1,463,640 495,834 2,740,128 Reserved for Capital Projects 2,843,393 6,931,514 5,009,495 (109,498) 14,674,904 Total Fund Balances 2,843,393 7,712,168 6,473,135 386,336 17,415,032 Total Liabilities and Fund Balances 2,843,393$ 7,713,168$ 6,762,891$ 635,439$ 17,954,891$ 74 CITY OF COLLEGE STATION, TEXAS Balance Sheet Nonmajor Governmental Fund - Permanent Fund Cemetery Perpetual Care Fund As of September 30, 2004 Current Assets Equity in Cash and Cash Equivalents 223,927$ Equity in Investments 754,776 Receivables Accrued Interest 5,179 Accounts 5,358 Allowance for Uncollectible Accounts (700) Inventories 2,373 Total Assets 990,913$ Liabilities and Fund Balances Liabilities Accounts Payable 219$ Total Liabilities 219 Fund Balances Reserved Reserved for Perpetual Care 990,694 Total Fund Balances 990,694 Total Liabilities and Fund Balances 990,913$ 75 CITY OF COLLEGE STATION, TEXAS Combining Statement of Revenues, Expenditures, and Changes in Fund Balances Nonmajor Governmental Funds For the Fiscal Year Ended September 30, 2004 Special Revenue Funds Capital Projects Funds Permanent Funds Total Revenues Taxes 2,863,710$ 0$ 0$ 2,863,710$ Charges for Services 0 59,214 81,204 140,418 Intergovernmental 2,514,205 31,465 0 2,545,670 Special Assessment 0 1,062,179 0 1,062,179 Fines, Forfeits and Penalties 9,442 0 0 9,442 Investment Income 156,134 252,469 16,064 424,667 Rents and Royalties 4,981 0 0 4,981 Loan Repayments 5,418 0 0 5,418 Contributions 304,829 0 225 305,054 Reimbursed Expenditures 0 3,000 0 3,000 Other 128,790 5,776 53,737 188,303 Total Revenues 5,987,509 1,414,103 151,230 7,552,842 Expenditures Current General Government 45,192 3,485 0 48,677 Parks and Recreation 253 0 0 253 Community Development Block Grant 201,099 0 0 201,099 Home Grant 304,580 0 0 304,580 Reimbursed Administrative 987,979 820,509 0 1,808,488 Contributions 1,215,200 0 0 1,215,200 Other 59,992 20,475 42 80,509 Capital Outlay 1,741,413 4,924,543 43,970 6,709,926 Debt Service Principal Retirement 4,665,000 0 0 4,665,000 Interest Expense 116,316 0 0 116,316 Issuance Costs 0 49,983 0 49,983 Total Expenditures 9,337,024 5,818,995 44,012 15,200,031 Excess (Deficiency) of Revenues Over (Under) Expenditures (3,349,515) (4,404,892) 107,218 (7,647,189) Other Financing Sources (Uses) Proceeds from Long Term Debt Issuance 0 5,860,000 0 5,860,000 Operating Transfers In 254,591 912,624 0 1,167,215 Operating Transfer Out (1,994,599) (72,330) 0 (2,066,929) Total Other Financing Sources (Uses) (1,740,008) 6,700,294 0 4,960,286 Net Change in Fund Balances (5,089,523) 2,295,402 107,218 (2,686,903) Fund Balances, October 1 13,592,402 15,119,630 883,476 29,595,508 Fund Balances, September 30 8,502,879$ 17,415,032$ 990,694$ 26,908,605$ 76 CITY OF COLLEGE STATION, TEXAS Combining Statement of Revenues, Expenditures, and Changes in Fund Balances Nonmajor Governmental Funds - Special Revenue Funds For the Fiscal Year Ended September 30, 2004 Community Development Convention Center Hotel/Motel Tax Parks Escrow Wolf Pen Creek Tax Increment Financing District Total Revenues Taxes 0$ 0$ 2,191,428$ 0$ 672,282$ 2,863,710$ Intergovernmental 2,514,205 0 0 0 0 2,514,205 Fines, Forfeits and Penalties 0 0 9,442 0 0 9,442 Investment Income 0 49,845 38,947 28,156 39,186 156,134 Rents and Royalties 0 0 4,981 0 0 4,981 Loan Repayments 5,418 0 0 0 0 5,418 Contributions 0 0 0 304,829 0 304,829 Other 128,488 2 90 210 0 128,790 Total Revenues 2,648,111 49,847 2,244,888 333,195 711,468 5,987,509 Expenditures Current General Government 0 1,392 33,826 0 9,974 45,192 Parks and Recreation 0 0 0 0 253 253 Community Development Block Grant 201,099 0 0 0 0 201,099 Home Grant 304,580 0 0 0 0 304,580 Reimbursed Administrative 626,297 41,340 315,342 5,000 0 987,979 Contributions 0 0 1,215,200 0 0 1,215,200 Other 2 0 59,989 0 1 59,992 Capital Outlay 0 1,346,125 0 257,363 137,925 1,741,413 Debt Service Principal Retirement 0 4,665,000 0 0 0 4,665,000 Interest Expense 0 116,316 0 0 0 116,316 Total Expenditures 1,131,978 6,170,173 1,624,357 262,363 148,153 9,337,024 Excess (Deficiency) of Revenues Over (Under) Expenditures 1,516,133 (6,120,326) 620,531 70,832 563,315 (3,349,515) Other Financing Sources (Uses) Operating Transfers In 250,091 0 0 4,500 0 254,591 Operating Transfer Out (1,515,499) 0 0 0 (479,100) (1,994,599) Total Other Financing Sources (Uses) (1,265,408) 0 0 4,500 (479,100) (1,740,008) Net Change in Fund Balances 250,725 (6,120,326) 620,531 75,332 84,215 (5,089,523) Fund Balances, October 1 731,641 6,954,316 1,902,533 1,592,297 2,411,615 13,592,402 Fund Balances, September 30 982,366$ 833,990$ 2,523,064$ 1,667,629$ 2,495,830$ 8,502,879$ 77 CITY OF COLLEGE STATION, TEXAS Combining Statement of Revenues, Expenditures, and Changes in Fund Balance Nonmajor Governmental Funds - Capital Projects Funds For the Fiscal Year Ended September 30, 2004 Business Park Drainage Projects General Government Projects Parks Projects Total Revenues Charges for Services 0$ 0$ 0$ 59,214$ 59,214$ Intergovernmental 0 0 0 31,465 31,465 Special Assessment 0 1,062,179 0 0 1,062,179 Investment Income 40,932 127,543 80,489 3,505 252,469 Reimbursed Expenditures 0 3,000 0 0 3,000 Other 125 1,523 2,599 1,529 5,776 Total Revenues 41,057 1,194,245 83,088 95,713 1,414,103 Expenditures Current General Government 0 0 3,485 0 3,485 Reimbursed Administrative 0 679,789 120,720 20,000 820,509 Other 0 5,949 14,526 0 20,475 Capital Outlay 6,174 1,564,524 2,624,451 729,394 4,924,543 Debt Service Issuance Costs 0 8,052 31,131 10,800 49,983 Total Expenditures 6,174 2,258,314 2,794,313 760,194 5,818,995 Excess (Deficiency) of Revenues Over (Under) Expenditures 34,883 (1,064,069) (2,711,225) (664,481) (4,404,892) Other Financing Sources (Uses) Proceeds from Long Term Debt Issuance 500,000 855,000 4,355,000 150,000 5,860,000 Operating Transfers In 0 224,045 103,204 585,375 912,624 Operating Transfers Out 0 (72,330) 0 0 (72,330) Total Other Financing Sources 500,000 1,006,715 4,458,204 735,375 6,700,294 Net Change in Fund Balances 534,883 (57,354) 1,746,979 70,894 2,295,402 Fund Balances, October 1 2,308,510 7,769,522 4,726,156 315,442 15,119,630 Fund Balances, September 30 2,843,393$ 7,712,168$ 6,473,135$ 386,336$ 17,415,032$ 78 CITY OF COLLEGE STATION, TEXAS Statement of Revenues, Expenditures, and Changes in Fund Balance Nonmajor Governmental Fund - Permanent Fund Cemetery Perpetual Care Fund For the Fiscal Year Ended September 30, 2004 Revenues Sale of Cemetery Lots 81,204$ Investment Income 16,064 Contributions 225 Other 53,737 Total Revenues 151,230 Expenditures Other 42 Capital Outlay 43,970 Total Expenditures 44,012 Excess of Revenues Over Expenditures 107,218 Fund Balance, October 1 883,476 Fund Balance, September 30 990,694$ 79 80 81 COMBINING FINANCIAL STATEMENTS NONMAJOR ENTERPRISE FUNDS Sanitation - to account for all sanitation collection and disposal activities by the City for both residential and commercial customers. Cedar Creek Condominiums - to account for revenues and expenses related to the operation and maintenance of the Cedar Creek Condominiums. Northgate Parking Garage - to account for revenues and expenses related to the operation and maintenance of the Northgate parking garage and parking lot. CITY OF COLLEGE STATION, TEXAS Combining Statement of Net Assets Nonmajor Enterprise Funds As of September 30,2004 Sanitation Northgate Parking Garage Total Current Assets Equity in Cash and Cash Equivalents 169,704$ 182,869$ 352,573$ Equity in Investments 572,009 616,382 1,188,391 Receivables Accrued Interest 4,438 4,179 8,617 Accounts 581,921 6,969 588,890 Notes 12,522 0 12,522 Less Allowance for Uncollectible Accounts (51,321) (232) (51,553) Inventories 10,244 0 10,244 Total Current Assets 1,299,517 810,167 2,109,684 Equity in Joint Venture 7,297,883 0 7,297,883 Property and Equipment Buildings 0 5,723,063 5,723,063 Machinery and Equipment 1,150,298 128,303 1,278,601 Accumulated Depreciation (1,109,944) (502,086) (1,612,030) Land 0 709,650 709,650 Total Property and Equipment 40,354 6,058,930 6,099,284 Total Assets 8,637,754 6,869,097 15,506,851 Liabilities and Fund Equity Current Liabilities Accounts Payable 91,210 9,402 100,612 Accrued Liabilities 87,614 7,776 95,390 Total Current Liabilities 178,824 17,178 196,002 Current Liabilities Payable from Restricted Assets Refundable Deposits 0 3,245 3,245 Total Current Liabilities Payable from Restricted Assets 0 3,245 3,245 Noncurrent Liabilities Accrued Vacation 36,137 279 36,416 Total Noncurrent Liabilities 36,137 279 36,416 Total Liabilities 214,961 20,702 235,663 Net Assets Invested in Capital Assets, net of related debt 40,354 6,058,930 6,099,284 Unrestricted 8,382,439 789,465 9,171,904 Net Assets 8,422,793$ 6,848,395$ 15,271,188$ 82 CITY OF COLLEGE STATION, TEXAS Combining Statement of Revenues, Expenses and Changes in Fund Net Assets Nonmajor Enterprise Funds For the Fiscal Year Ended September 30, 2004 Sanitation Cedar Creek Condominiums Northgate Parking Garage Total Operating Revenues Garbage Collection Fees 4,769,859$ 0$ 0$ 4,769,859$ Charges for Services 0 0 560,001 560,001 Other 59,254 0 0 59,254 Total Operating Revenues 4,829,113 0 560,001 5,389,114 Operating Expenses Salaries and Benefits 1,458,618 0 160,987 1,619,605 Supplies 200,584 0 28,819 229,403 Maintenance 435,720 0 74,773 510,493 Purchased Professional Services 307,129 0 47,874 355,003 Purchased Property Services 1,313,934 0 41,749 1,355,683 Other Purchased Services 414,010 0 8,890 422,900 Reimbursed Administrative 447,833 0 21,898 469,731 Depreciation 16,260 0 168,142 184,402 Other 42,193 0 262 42,455 Total Operating Expenses 4,636,281 0 553,394 5,189,675 Operating Income 192,832 0 6,607 199,439 Nonoperating Revenues (Expenses) Investment Income 16,811 1,159 15,316 33,286 Reimbursed Expenses 37 0 201 238 Earnings in Joint Venture (308,301) 0 0 (308,301) Other, Net (17,694) (61,150) 43,263 (35,581) Total Nonoperating Revenues (Expenses) (309,147) (59,991) 58,780 (310,358) Income Before Transfers (116,315) (59,991) 65,387 (110,919) Transfers Transfers In 5,000 0 0 5,000 Transfers Out (378,758) (250,091) (511,100) (1,139,949) Total Transfers (373,758) (250,091) (511,100) (1,134,949) Change in Net Assets (490,073) (310,082) (445,713) (1,245,868) Beginning Net Assets 8,912,866 310,082 7,294,108 16,517,056 Ending Net Assets 8,422,793$ 0$ 6,848,395$ 15,271,188$ 83 CITY OF COLLEGE STATION, TEXAS Combining Statement of Cash Flows Nonmajor Enterprise Funds For the Fiscal Year Ended September 30, 2004 Northgate Cedar Creek Parking Sanitation Condominiums Garage Total Cash Flows from Operating Activities: Cash Received from Customers 4,824,330$ 0$ 572,116$ 5,396,446$ Cash Payments to Suppliers for Goods and Services (3,141,444) 0 (223,467) (3,364,911) Cash Payments to Employees for Services (1,440,493) 0 (161,182) (1,601,675) Customer Deposits Received 0 0 1,345 1,345 Cash Received for Reimbursed Expenses 0 0 201 201 Cash Received for Miscellaneous Revenues 0 0 6,424 6,424 Cash Paid for Miscellaneous Expenses (21,679) 0 0 (21,679) Net Cash Provided by Operating Activities 220,714 0 195,437 416,151 Cash Flows from Noncapital Financing Activities: Transfers Out to Other Funds (373,758) (250,091) (511,100) (1,134,949) Net Cash Used by Noncapital Financing Activities (373,758) (250,091) (511,100) (1,134,949) Cash Flows from Capital and Related Financing Activities: Acquisition and Construction of Capital Assets (23,500) 0 0 (23,500) Net Cash Used by Capital and Related Financing Activities (23,500) 0 0 (23,500) Cash Flows from Investing Activities: Purchase of Investments (2,197,673) (142,436) (2,440,707) (4,780,816) Proceeds from Sale and Maturities of Investment Securities 2,171,435 293,541 2,489,401 4,954,377 Investment Income 14,961 0 14,159 29,120 Net Cash Provided (Used) by Investing Activities (11,277) 151,105 62,853 202,681 Net Decrease in Cash and Cash Equivalents (187,821) (98,986) (252,810) (539,617) Cash and Cash Equivalents, Oct. 1 357,525 98,986 435,679 892,190 Cash and Cash Equivalents, Sept. 30 169,704$ -$ 182,869$ 352,573$ Reconciliation of Operating Income to Net Cash Provided by Operating Activities: Operating Income 192,832$ 0$ 6,607$ 199,439$ Adjustment to Reconcile Operating Income to Net Cash Provided by Operating Activities: Depreciation, Bad Debt Expense, Inventory Loss 16,260 0 168,142 184,402 Provision for Uncollectible Accounts 6,412 0 (1,520) 4,892 Miscellaneous Nonoperating Revenues 0 0 6,807 6,807 Miscellaneous Nonoperating Expenses (21,679) 0 0 (21,679) Changes in Assets and Liabilities: Change in Accounts Receivable (4,783) 0 12,115 7,332 Change in Inventory 24,041 0 0 24,041 Change in Accounts Payable (7,791) 0 2,758 (5,033) Change in Accrued Liabilities 6,866 0 (622) 6,244 Change in Refundable Deposits 0 0 1,345 1,345 Change in Accrued Vacation 8,556 0 (195) 8,361 Total Adjustments 27,882 0 188,830 216,712 Net Cash Provided by Operating Activities 220,714$ 0$ 195,437$ 416,151$ 84 85 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL (BUDGETARY BASIS) Debt Service and Special Revenue Funds CITY OF COLLEGE STATION, TEXAS Debt Service Fund Schedule of Revenues, Expenditures and Changes in Fund Balance Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2004 Original Budget Revised Budget Actual Variance Over (Under) Revenues Taxes 8,220,773$ 8,220,773$ 8,217,182$ (3,591)$ Investment Income 55,000 55,000 59,907 4,907 Accrued Bond Interest 0 0 60,625 60,625 Total Revenues 8,275,773 8,275,773 8,337,714 61,941 Expenditures Debt Service Principal Payments 5,680,000 5,680,000 5,445,000 (235,000) Interest Payments 3,574,686 3,574,686 3,187,027 (387,659) Fiscal Charges 13,000 13,000 15,332 2,332 Debt Issuance Cost 0 0 166,438 166,438 Total Expenditures 9,267,686 9,267,686 8,813,797 (453,889) Deficiency of Revenues Under Expenditures (991,913) (991,913) (476,083) 515,830 Other Financing Sources Operating Transfers In 1,423,624 1,423,624 1,393,860 (29,764) Total Other Financing Sources 1,423,624 1,423,624 1,393,860 (29,764) Net Change in Fund Balance 431,711 431,711 917,777 486,066 Fund Balances, October 1 1,636,307 1,636,307 1,636,307 0 Fund Balances, September 30 2,068,018$ 2,068,018$ 2,554,084$ 486,066$ 86 CITY OF COLLEGE STATION, TEXAS Adjustments to Debt Service Revenues To Reconcile From Budget Basis to GAAP Basis Debt Service Fund For the Fiscal Year Ended September 30, 2004 Change in Fund Balance - Budget Basis 917,777$ Revenues Market Adjustment for Investments (15,371) Change in Fund Balance - GAAP Basis 902,406$ 87 CITY OF COLLEGE STATION, TEXAS Community Development Fund Schedule of Revenues, Expenditures and Changes in Fund Balance Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2004 Original Budget Revised Budget Actual Variance Over (Under) Revenues Intergovernmental Community Development Block Grant 3,069,732$ 3,069,732$ 2,118,576$ (951,156)$ Home Grant 1,523,340 1,523,340 395,629 (1,127,711) Loan Repayments 0 0 5,159 5,159 Interest on Loans 0 0 259 259 Other 20,000 20,000 128,486 108,486 Total Revenues 4,613,072 4,613,072 2,648,109 (1,964,963) Expenditures Community Development Block Grant 2,703,480 2,703,480 201,099 (2,502,381) Home Grant 1,310,555 1,310,555 304,580 (1,005,975) Reimbursed Administrative 579,037 579,037 626,297 47,260 Total Expenditures 4,593,072 4,593,072 1,131,976 (3,461,096) Excess of Revenues Over Expenditures 20,000 20,000 1,516,133 1,496,133 Other Financing Sources (Uses) Operating Transfers In 0 0 250,091 250,091 Operating Transfers Out 0 0 (1,515,499) (1,515,499) Total Other Financing Uses 0 0 (1,265,408) (1,265,408) Change in Fund Balance 20,000 20,000 250,725 230,725 Fund Balance, October 1 731,641 731,641 731,641 0 Fund Balance, September 30 751,641$ 751,641$ 982,366$ 230,725$ See reconciliation to GAAP basis on page 93. 88 CITY OF COLLEGE STATION, TEXAS Convention Center Schedule of Revenues, Expenditures and Changes in Fund Balance Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2004 Original Budget Revised Budget Actual Variance Over (Under) Revenues Investment Income 300,000$ 300,000$ 54,773$ (245,227)$ Total Revenues 300,000 300,000 54,773 (245,227) Expenditures Current General Government 0 0 1,378 1,378 Reimbursed Administrative 41,340 41,340 41,340 0 Debt Service Principal Retirement 0 0 4,665,000 4,665,000 Interest Expense 0 0 116,316 116,316 Capital Outlay 13,241,750 13,241,750 1,346,125 (11,895,625) Total Expenditures 13,283,090 13,283,090 6,170,159 (7,112,931) Deficiency of Revenues Under Expenditures (12,983,090) (12,983,090) (6,115,386) 6,867,704 Other Financing Sources (Uses) Bond Proceeds 11,900,000 11,900,000 0 (11,900,000) Operating Transfers In 250,000 250,000 0 (250,000) Operating Transfers Out (29,750) (29,750) 0 29,750 Total Other Financing Sources 12,120,250 12,120,250 0 (12,120,250) Change in Fund Balance (862,840) (862,840) (6,115,386) (5,252,546) Fund Balances, October 1 6,954,316 6,954,316 6,954,316 0 Fund Balances, September 30 6,091,476$ 6,091,476$ 838,930$ (5,252,546)$ See reconciliation to GAAP basis on page 93. 89 CITY OF COLLEGE STATION, TEXAS Hotel/Motel Tax Fund Schedule of Revenues, Expenditures and Changes in Fund Balance Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2004 Original Budget Revised Budget Actual Variance Over (Under) Revenues Taxes $0 2,173,500$ 2,191,428$ 17,928$ Charges for Services 0 8,500 0 (8,500) Fines, Forfeits and Penalties 0 0 9,442 9,442 Investment Income 0 40,000 52,419 12,419 Rents and Royalties 0 3,000 (2,937) (5,937) Other 0 4,000 88 (3,912) Total Revenues 0 2,229,000 2,250,440 21,440 Expenditures Current Development Services 0 335,000 0 (335,000) General Government 0 351,492 33,827 (317,665) Reimbursed Administrative 0 343,433 315,342 (28,091) Contributions 0 1,215,200 1,215,200 0 Other 0 0 3,859 3,859 Contingency 0 29,708 0 (29,708) Total Expenditures 0 2,274,833 1,568,228 (706,605) Change in Fund Balance 0 (45,833) 682,212 728,045 Fund Balance, October 1 0 1,902,533 1,902,533 0 Fund Balance, September 30 $0 1,856,700$ 2,584,745$ 728,045$ See reconciliation to GAAP basis on page 93. 90 CITY OF COLLEGE STATION, TEXAS Parks Escrow Fund Schedule of Revenues, Expenditures and Changes in Fund Balance Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2004 Original Budget Revised Budget Actual Variance Over (Under) Revenues Investment Income 5,000$ 5,000$ 38,078$ 33,078$ Contributions 50,000 50,000 304,829 254,829 Other 0 0 210 210 Total Revenues 55,000 55,000 343,117 288,117 Expenditures Current Reimbursed Administrative 5,060 5,060 5,000 (60) Capital Outlay 1,303,000 1,384,000 257,015 (1,126,985) Total Expenditures 1,308,060 1,389,060 262,015 (1,127,045) Excess (Deficiency) of Revenues Over (Under ) Expenditures (1,253,060) (1,334,060) 81,102 1,415,162 Other Financing Sources: Operating Transfers In 0 0 4,500 4,500 Total Other Financing Sources 0 0 4,500 4,500 Change in Fund Balance (1,253,060) (1,334,060) 85,602 1,419,662 Fund Balance, October 1 1,592,297 1,592,297 1,592,297 0 Fund Balance, September 30 339,237$ 258,237$ 1,677,899$ 1,419,662$ See reconciliation to GAAP basis on page 93. 91 CITY OF COLLEGE STATION Wolf Pen Creek Tax Increment Financing District Fund Schedule of Revenues, Expenditures and Changes in Fund Balances Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2004 Original Budget Revised Budget Actual Variance Over (Under) Revenues Taxes 692,987$ 692,987$ 672,282$ (20,705)$ Investment Income 40,000 40,000 56,681 16,681 Other 0000 Total Revenues 732,987 732,987 728,963 (4,024) Expenditures Current General Government 0 0 9,974 9,974 Parks and Recreation 700 700 253 (447) Capital Outlay 2,074,000 2,074,000 123,198 (1,950,802) Total Expenditures 2,074,700 2,074,700 133,425 (1,941,275) Excess (Deficiency) of Revenues Over (Under) Expenditures (1,341,713) (1,341,713) 595,538 1,937,251 Other Financing Uses: Operating Transfers Out (479,103) (479,103) (479,100) 3 Total Other Financing Uses (479,103) (479,103) (479,100) 3 Change in Fund Balance (1,820,816) (1,820,816) 116,438 1,937,254 Fund Balances, October 1 2,411,615 2,411,615 2,411,615 0 Fund Balance, September 30 590,799$ 590,799$ 2,528,053$ 1,937,254$ See reconciliation to GAAP basis on page 93. 92 CITY OF COLLEGE STATION, TEXAS Adjustments to Special Revenue Fund Revenues and Expenditures to Reconcile from Budget Basis to GAAP Basis For the Fiscal Year Ended September 30, 2004 Community Development Convention Center Hotel/Motel Tax Parks Escrow Wolf Pen Creek Tax Increment Financing District Change in Fund Balance - Budget Basis 250,725$ (6,115,386)$ 682,212$ 85,602$ 116,438$ Revenues: Market Adjustment for Investments - (4,927) (56,129) (9,925) (17,495) Reclass Revenue (13,471) Expenditures: Bad Debt Expense - - 7,919 - - Reclass Expense - (13) - (345) (14,728) Change in Fund Balance - GAAP Basis 250,725$ (6,120,326)$ 620,531$ 75,332$ 84,215$ 93 94 95 COMBINING FINANCIAL STATEMENTS INTERNAL SERVICE FUNDS Communication Services - to account for the activities related to the operation and maintenance of the City’s radio and telephone systems. Employee Benefits - to account for self-insurance activity related to administration of the City's health benefits plan. Equipment Replacement - to account for the purchase of City equipment such as vehicles and large motorized equipment, the telephone and radio systems, and replacement assets for existing technological infrastructure equipment not budgeted in other funds. Fleet Maintenance - to account for all activities related to the management of the City’s vehicles and heavy equipment, including preventive maintenance and vehicle repair activities. Print/Mail Services - to account for the activities related to the City’s printing and mailing operations. Property and Casualty - to account for insurance activity relating to all claims filed for liability cases (both injury and property) and property losses incurred for City property. Unemployment - to account for self-insurance activity on claims filed under unemployment compensation laws. Utility Billing - to account for the billing and collection activities relating to the City’s electric, water, and sewer utilities and residential and commercial garbage collection. Workers' Compensation - to account for self-insurance activity relating to administration of the City's workers' compensation plan. CITY OF COLLEGE STATION, TEXAS Internal Service Funds Combining Statement of Net Assets As of September 30, 2004 Communication Services Employee Benefits Equipment Replacement Fleet Maintenance Current Assets Equity in Cash and Cash Equivalents 357$ 658,978$ 1,657,490$ 0$ Equity in Investments 1,205 2,221,170 5,586,785 0 Receivables Accrued Interest 12 14,739 40,473 (3,175) Accounts 0 38,400 0 11,326 Other 0 0 0 0 Less Allowance for Uncollectible Accounts 0 0 0 0 Inventories 0 0 0 72,309 Prepaid Costs 0 0 0 0 Total Current Assets 1,574 2,933,287 7,284,748 80,460 Property and Equipment Buildings 0 0 0 746,575 Machinery and Equipment 1,207,944 0 18,948,826 208,820 Accumulated Depreciation (1,063,952) 0 (11,651,049) (413,518) Construction in Progress 0 0 23,225 0 Total Property and Equipment 143,992 0 7,321,002 541,877 Total Assets 145,566 2,933,287 14,605,750 622,337 Liabilities and Fund Equity Current Liabilities Accounts Payable 20,495 126,556 0 52,119 Due to Other Funds 0 0 0 45,932 Claims Payable 0 499,375 0 0 Accrued Liabilities 10,397 0 0 20,313 Total Current Liabilities 30,892 625,931 0 118,364 Noncurrent Liabilities Accrued Vacation 8,986 0 0 30,621 Total Noncurrent Liabilities 8,986 0 0 30,621 Total Liabilities 39,878 625,931 0 148,985 Net Assets Invested in Capital Assets 143,992 0 7,321,002 541,877 Unreserved Retained Earnings (Deficits) (38,304) 2,307,356 7,284,748 (68,525) Total Net Assets 105,688$ 2,307,356$ 14,605,750$ 473,352$ 96 Print/Mail Services Property and Casualty Unemployment Utility Billing Workers' Compensation Total 0$ 56,847$ 26,429$ 34,839$ 74,664$ 2,509,604$ 0 191,611 89,081 117,430 251,664 8,458,946 (386) 1,332 611 810 1,725 56,141 0 168,334 0 23,355 0 241,415 0 0 0 9,395 0 9,395 0 0 0 (13,046) 0 (13,046) 29,472 0 0 0 0 101,781 6,375 0 0 0 6,000 12,375 35,461 418,124 116,121 172,783 334,053 11,376,611 0 0 0 0 0 746,575 145,918 0 0 1,581,933 0 22,093,441 (128,014) 0 0 (841,392) 0 (14,097,925) 0 0 0 0 0 23,225 17,904 0 0 740,541 0 8,765,316 53,365 418,124 116,121 913,324 334,053 20,141,927 28,004 1,375 0 12,281 0 240,830 31,783 0 0 0 0 77,715 0 12,345 0 0 98,544 610,264 5,487 0 0 34,720 0 70,917 65,274 13,720 0 47,001 98,544 999,726 6,185 0 0 45,369 0 91,161 6,185 0 0 45,369 0 91,161 71,459 13,720 0 92,370 98,544 1,090,887 17,904 0 0 740,541 0 8,765,316 (35,998) 404,404 116,121 80,413 235,509 10,285,724 (18,094)$ 404,404$ 116,121$ 820,954$ 235,509$ 19,051,040$ 97 CITY OF COLLEGE STATION, TEXAS Internal Service Funds Combining Statement of Revenues, Expenses and Changes in Fund Net Assets For the Fiscal Year Ended September 30, 2004 Communication Services Employee Benefits Equipment Replacement Fleet Maintenance Print/Mail Operating Revenues Charges for Services 680,316$ 0$ 2,301,878$ 1,308,624$ 389,083$ Premiums 0 5,183,275 0 0 0 Other 0 4,387 0 0 0 Total Operating Revenues 680,316 5,187,662 2,301,878 1,308,624 389,083 Operating Expenses Salaries and Benefits 341,198 0 0 674,310 191,248 Supplies 110,567 0 16,077 542,958 111,404 Maintenance 60,116 0 0 32,151 19,110 Purchased Professional Services 0 0 0 5,041 0 Purchased Property Services 10,256 0 0 17,991 43,953 Other Purchased Services 52,605 3,372 0 30,372 9,873 Claims 0 2,468,684 0 0 0 Administration Fees 0 277,037 0 0 0 Premiums 0 1,303,128 0 0 0 Reimbursed Administrative 100,000 49,520 0 134,043 45,829 Depreciation 84,942 0 2,603,082 23,475 9,932 Other 0 5,034 0 (667) 22 Total Operating Expenses 759,684 4,106,775 2,619,159 1,459,674 431,371 Operating Income (Loss) (79,368) 1,080,887 (317,281) (151,050) (42,288) Nonoperating Revenues (Expenses) Investment Income (570) 43,751 120,927 (4,313) (1,057) Reimbursed Expenses 0 5,065 0 0 0 Other, Net (11,958) 1,854 344,619 1,805 (1) Total Nonoperating Revenues (Expenses) (12,528) 50,670 465,546 (2,508) (1,058) Income (Loss) Before Operating Transfers (91,896) 1,131,557 148,265 (153,558) (43,346) Operating Transfers Operating Transfers In 0 0 16,344 104,117 0 Operating Transfers Out 0 (350,000) (403,752) 0 0 Total Operating Transfers 0 (350,000) (387,408) 104,117 0 Net Income (Loss) (91,896) 781,557 (239,143) (49,441) (43,346) Beginning Net Assets 197,584 1,525,799 14,844,893 522,793 25,252 Ending Net Assets 105,688$ 2,307,356$ 14,605,750$ 473,352$ (18,094)$ 98 Property and Casualty Unemployment Utility Billing Workers' Compensation Total 0$ 0$ 2,155,326$ 0$ 6,835,227$ 434,800 28,967 0 497,535 6,144,577 0 0 160,999 1,003 166,389 434,800 28,967 2,316,325 498,538 13,146,193 0 0 1,191,777 0 2,398,533 0 0 60,903 0 841,909 0 0 43,771 0 155,148 8,310 0 24,720 20,752 58,823 0 0 32,464 0 104,664 0 0 349,222 332 445,776 (152,357) 14,374 0 299,077 2,629,778 2,674 0 0 50,000 329,711 241,052 0 0 105,500 1,649,680 126,645 0 490,481 126,645 1,073,163 0 0 59,586 0 2,781,017 0 0 5,110 0 9,499 226,324 14,374 2,258,034 602,306 12,477,701 208,476 14,593 58,291 (103,768) 668,492 2,094 1,920 2,013 (275) 164,490 18,173 0 0 11,224 34,462 1,803 0 22,437 1 360,560 22,070 1,920 24,450 10,950 559,512 230,546 16,513 82,741 (92,818) 1,228,004 0 0 0 350,000 470,461 0 0 (1,007) 0 (754,759) 0 0 (1,007) 350,000 (284,298) 230,546 16,513 81,734 257,182 943,706 173,858 99,608 739,220 (21,673) 18,107,334 404,404$ 116,121$ 820,954$ 235,509$ 19,051,040$ 99 CITY OF COLLEGE STATION, TEXAS Internal Service Funds Combining Statement of Cash Flows For the Fiscal Year Ended September 30, 2004 Communication Employee Equipment Fleet Print/Mail Services Benefits Replacement Maintenance Services Cash Flows from Operating Activities: Cash Received from Customers 680,316$ 5,149,262$ 2,301,878$ 1,297,298$ 389,083$ Cash Payments to Suppliers for Goods and Services (334,594) (3,535,276) (51,977) (767,071) (311,731) Cash Payments to Employees for Services (338,905) 0 0 (667,142) (110,679) Cash Received for Reimbursed Expenses 0 5,065 0 0 0 Cash Received for Miscellaneous Revenues 0 1,854 0 1,805 0 Cash Received from Other Funds 0 4,047 0 32,585 31,782 Cash Paid for Miscellaneous Expenses (294) 0 0 (209) 0 Net Cash Provided (Used) by Operating Activities 6,523 1,624,952 2,249,901 (102,734) (1,545) Cash Flows from Noncapital Financing Activities: Transfers In from Other Funds 0 0 16,344 104,117 0 Transfers Out to Other Funds 0 (350,000) (403,752) 0 0 Net Cash Provided (Used) by Noncapital Financing Activities 0 (350,000) (387,408) 104,117 0 Cash Flows from Capital and Related Financing Activities: Acquisition of Capital Assets (11,963) 0 (2,170,668) 0 0 Proceeds from Sale of Assets 0 0 199,927 0 0 Net Cash Used by Capital and Related Financing Activities (11,963) 0 (1,970,741) 0 0 Cash Flows from Investing Activities: Purchase of Investments (8,473) (7,431,406) (20,569,896) 0 (1,315) Proceeds from Sale and Maturities of Investment Securities 12,495 6,160,045 19,364,508 0 2,710 Investment Income (300) 33,185 100,956 (1,383) (764) Net Cash Provided (Used) by Investing Activities 3,722 (1,238,176) (1,104,432) (1,383) 631 Net Increase (Decrease) in Cash and Cash Equivalents (1,718) 36,776 (1,212,680) 0 (914) Cash and Cash Equivalents, Oct. 1 2,075 622,202 2,870,170 0 914 Cash and Cash Equivalents, Sept. 30 357$ 658,978$ 1,657,490$ -$ -$ Reconciliation of Operating Income (Loss) to Net Cash Provided (Used) by Operating Activities: Operating Income (Loss) (79,368)$ 1,080,887$ (317,281)$ (151,050)$ (42,288)$ Adjustment to Reconcile Operating Income (Loss) to Net Cash Provided (Used) by Operating Activities: Depreciation 84,942 0 2,603,082 23,475 9,932 Miscellaneous Nonoperating Revenues 0 6,919 0 1,805 0 Miscellaneous Nonoperating Expenses (294) 0 0 (209) 0 Change in Assets and Liabilities: Change in Accounts Receivable 0 (39,459) 0 (11,326) 0 Change in Due from Other Funds 0 4,047 0 5,924 0 Change in Inventories 0 0 0 12,945 (493) Change in Prepaid Costs 0 0 0 0 5,473 Change in Accounts Payable 299 73,183 (35,900) (18,127) (5,191) Change in Due to Other Funds 0 0 0 26,661 31,782 Change in Claims Payable 0 499,375 0 0 0 Change in Accrued Liabilities 780 0 0 2,685 (1,479) Change in Accrued Vacation 164 0 0 4,483 719 Total Adjustments 85,891 544,065 2,567,182 48,316 40,743 Net Cash Provided (Used) by Operating Activities 6,523$ 1,624,952$ 2,249,901$ (102,734)$ (1,545)$ 100 Property and Utility Workers' Casualty Unemployment Billing Compensation Total 398,810$ 28,967$ 2,311,124$ 498,538$ 13,055,276$ (482,329) (14,374) (1,005,952) (667,838) (7,171,142) 0 0 (1,182,363) 0 (2,299,089) 18,173 0 0 11,225 34,463 1,803 0 14,503 0 19,965 0 0 0 0 68,414 0 0 (517) 0 (1,020) (63,543) 14,593 136,795 (158,075) 3,706,867 0 0 0 350,000 470,461 0 0 (1,007) 0 (754,759) 0 0 (1,007) 350,000 (284,298) 0 0 (60,335) 0 (2,242,966) 0 0 0 0 199,927 0 0 (60,335) 0 (2,043,039) (740,541) (318,700) (388,523) (817,957) (30,276,811) 736,384 289,629 316,678 648,406 27,530,855 1,750 1,596 1,369 (1,501) 134,908 (2,407) (27,475) (70,476) (171,052) (2,611,048) (65,950) (12,882) 4,977 20,873 (1,231,518) 122,797 39,311 29,862 53,791 3,741,122 56,847$ 26,429$ 34,839$ 74,664$ 2,509,604$ 208,476$ 14,593$ 58,291$ (103,768)$ 668,492$ 0 0 59,586 0 2,781,017 19,976 0 14,503 11,225 54,428 0 (517) 0 (1,020) (37,642) 0 (5,847) 0 (94,274) 0 0 0 0 9,971 0 0 0 0 12,452 0 0 0 18,000 23,473 (26,567) 0 4,740 (3,348) (10,911) 0 0 0 0 58,443 (227,786) 0 0 (80,184) 191,405 0 0 2,085 0 4,071 0 0 3,954 0 9,320 (272,019) 0 78,504 (54,307) 3,038,375 (63,543)$ 14,593$ 136,795$ (158,075)$ 3,706,867$ 101 102 103 CAPITAL ASSETS USED IN THE OPERATION OF GOVERNMENTAL FUNDS 104 Governmental funds capital assets: Building and Building Improvements 18,636,694$ Improvements 15,679,147 Machinery and Equipment 2,590,317 Infrastructure 143,002,400 Construction in Progress 15,063,588 Land 24,136,626 219,108,772$ Investments in governmental funds capital assets by source: Capital Projects 141,273,984$ General Fund Revenues 4,902,591 Special Revenue Funds 5,669,749 Contributions 67,262,448 219,108,772$ This schedule presents only the capital asset balances related to governmental funds. Accordingly, the capital assets reported in internal service funds are excluded from the above amounts. Generally, the capital assets of internal service funds are included as governmental activities in the statement of net assets. CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule by Source As of September 30, 2004 105 Improvements Machine/Tool Function and Activity Total Buildings Other than Bldg Equipment Infrastructure Land Development Services: Development Services Administration -$ -$ -$ -$ -$ -$ Engineering - - - - - - Planning - - - - - - - - - - - - Fire: Emergency Medical Services 178,414 - - 178,414 - - Fire Administration 188,745 - - 188,745 - - Fire Prevention - - - - - - Fire Suppression 247,061 - - 247,061 - - 614,220 - - 614,220 - - Fiscal Services: Accounting - - - - - - Fiscal Administration - - - - - - Municipal Court 44,563 - - 44,563 - - Purchasing - - - - - - Risk Management - - - - - - 44,563 - - 44,563 - - General Government: Budget/Research - - - - - - Community Development 20,840 - - - - 20,840 City Manager 79,322 - - 79,322 - - City Programs 1,437,504 - - - - 1,437,504 City Secretary - - - - - - Economic Development 14,470 - - - - 14,470 Human Resources - - - - - - Legal - - - - - - Capital Projects 19,816,016 - - - 607,061 19,208,955 Public Relations 63,642 - - 63,642 - - 21,431,794 - - 142,964 607,061 20,681,769 Office of Technology and Information Services: Geographic Information Systems 18,585 - - 18,585 - - Library Services 190,724 - - 150,724 - 40,000 Management Information Systems 855,650 - - 855,650 - - OTIS Administration 155,994 - - 155,994 - - 1,220,953 - - 1,180,953 - 40,000 Police: Criminal Investigation 36,620 - - 36,620 - - Communications/Jail - - - - - - Police Administration 269,359 - - 269,359 - - Professional Standards - - - - - - Quartermaster - - - - - - Special Services - - - - - - Technical Services - - - - - - Uniform Patrol 5,350 - - 5,350 - - 311,329 - - 311,329 - - CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule by Function and Activity As of September 30, 2004 106 Improvements Machine/Tool Function and Activity Total Buildings Other than Bldg Equipment Infrastructure Land CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule by Function and Activity As of September 30, 2004 Parks and Recreation: Forestry 24,025 - 13,735 10,290 - - Parks Administration 172,264 - 172,264 - - - Parks Maintenance/Operations 174,082 - 45,021 129,061 - - Capital Projects 13,575,691 - 12,941,112 - - 634,579 Recreation - - - - - - Special Facilities 12,000 - - 12,000 - - 13,958,062 - 13,172,132 151,351 - 634,579 Public Works: Drainage Maintenance - - - - - - Engineering 9,387 - - 9,387 - - Facilities Maintenance 19,975 5,255 - 14,720 - - Public Works Administration 20,517 - - 20,517 - - Capital Projects 38,750,966 - 1,430,035 - 36,463,181 857,750 Streets Maintenance 100,313 - - 100,313 - - Traffic Signs/Markings - - - - - - Traffic Signals - - - - - - 38,901,158 5,255 1,430,035 144,937 36,463,181 857,750 Other: Non-departmental 127,563,105 18,631,439 1,076,980 - 105,932,158 1,922,528 127,563,105 18,631,439 1,076,980 - 105,932,158 1,922,528 Construction in Progress 15,063,588 4,602,878 860,964 1,127,242 8,472,504 - 15,063,588 4,602,878 860,964 1,127,242 8,472,504 - Total Governmental Funds Capital Assets 219,108,772$ 23,239,572$ 16,540,111$ 3,717,559$ 151,474,904$ 24,136,626$ This schedule presents only the capital asset balances related to governmental funds. Accordingly, the capital assets reported in internal service funds are excluded from the above amounts. Generally, the capital assets of internal service funds are included as governmental activities in the statement of net assets. 107 Governmental Funds Governmental Funds Capital Assets Capital Assets Function and Activity 9/30/03 Additions Retirements Transfers/Other 9/30/04 Development Services: Development Services Administration 2,124$ 10,028$ (300)$ (11,852)$ -$ Engineering 3,028 - - (3,028) - Planning 9,853 - - (9,853) - 15,005 10,028 (300) (24,733) - Fire: Emergency Medical Services 190,067 - - (11,653) 178,414 Fire Administration 192,738 - - (3,993) 188,745 Fire Prevention 10,030 - (10,030) - - Fire Suppression 116,625 184,316 - (53,880) 247,061 509,460 184,316 (10,030) (69,526) 614,220 Fiscal Services: Accounting 7,261 - - (7,261) - Fiscal Administration 37,207 - - (37,207) - Municipal Court 33,334 31,328 - (20,099) 44,563 Purchasing - - - - - Risk Management - - - - - 77,802 31,328 - (64,567) 44,563 General Government: Budget/Research 11,085 - - (11,085) - Community Development 20,840 - - - 20,840 City Manager 89,205 - - (9,883) 79,322 City Programs 1,437,504 - - - 1,437,504 City Secretary - - - - - Economic Development 14,470 - - - 14,470 Human Resources 7,452 - - (7,452) - Legal 9,871 - - (9,871) - Capital Projects 16,368,378 3,461,378 (13,740) - 19,816,016 Public Relations - 63,642 - - 63,642 17,958,805 3,525,020 (13,740) (38,291) 21,431,794 Office of Technology and Information Services: Geographic Information Systems 67,909 - - (49,324) 18,585 Library Services 158,940 40,000 - (8,216) 190,724 Management Information Systems 962,945 110,041 (13,089) (204,247) 855,650 OTIS Administration 169,070 - - (13,076) 155,994 1,358,864 150,041 (13,089) (274,863) 1,220,953 Police: Criminal Investigation 19,885 19,830 - (3,095) 36,620 Communications/Jail 7,933 - - (7,933) - Police Administration 269,359 - - - 269,359 Professional Standards - - - - - Quartermaster 3,890 - - (3,890) - Special Services - - - - - Technical Services - - - - - Uniform Patrol 103,203 5,350 - (103,203) 5,350 404,270 25,180 - (118,121) 311,329 CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule of Changes by Function and Activity As of September 30, 2004 108 Governmental Funds Governmental Funds Capital Assets Capital Assets Function and Activity 9/30/03 Additions Retirements Transfers/Other 9/30/04 CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule of Changes by Function and Activity As of September 30, 2004 Parks and Recreation: Forestry 19,212 13,735 (8,922) - 24,025 Parks Administration 50,689 143,353 (15,605) (6,172) 172,265 Parks Maintenance/Operations 210,448 - - (36,366) 174,082 Capital Projects 13,531,720 43,970 - - 13,575,690 Recreation 11,291 - - (11,291) - Special Facilities 30,799 - (1,415) (17,384) 12,000 13,854,159 201,058 (25,942) (71,213) 13,958,062 Public Works: Drainage Maintenance - - - - - Engineering 20,548 - - (11,161) 9,387 Facilities Maintenance 23,715 - - (3,740) 19,975 Public Works Administration 35,283 - (14,766) - 20,517 Capital Projects 32,942,120 5,808,846 - - 38,750,966 Streets Maintenance 127,878 7,638 (24,325) (10,878) 100,313 Traffic Signs/Markings - - - - - Traffic Signals - - - - - 33,149,544 5,816,484 (39,091) (25,779) 38,901,158 Other: Non-departmental 121,229,511 6,346,721 - (13,127) 127,563,105 121,229,511 6,346,721 - (13,127) 127,563,105 Construction in Progress 13,843,104 8,820,648 (7,600,164) - 15,063,588 13,843,104 8,820,648 (7,600,164) - 15,063,588 Total Governmental Funds Capital Assets 202,400,524$ 25,110,824$ (7,702,356)$ (700,220)$ 219,108,772$ 1 This schedule presents only the capital asset balances related to governmental funds. Accordingly, the capital assets reported in internal service funds are excluded from the above amounts. Generally, the capital assets of internal service funds are included as governmental activities in the statement of net assets. 109 110 111 Office ofParks Technology and Interest onOtherFiscal General Fiscal Development Public and Information Long-Term Unallocated BusinessYear Government Services Police Fire Services Works Recreation Services Debt Depreciation Electric Water Sewer Types Total2003 7,857,618$ 1,834,859$ 9,374,251$ 7,102,089$ 1,651,761$ 5,242,162$ 6,361,728$ 2,919,155$ 3,643,268$ 2,543,780$ 43,299,695$ 6,283,025$ 7,347,315$ 4,880,746$ 110,341,452$ 2004 7,536,427 1,953,189 9,654,447 7,189,495 1,586,114 5,004,976 6,154,862 2,652,957 3,448,533 2,690,998 41,120,750 6,542,184 7,214,296 5,460,285 108,209,513 (1)The City of College Station first applied GASB statement no. 34 in fiscal year 2003; therefore,government wide financial information for years prior to fiscal year 2003 is not available.Source: City of College StationLAST TEN FISCAL YEARS (1)CITY OF COLLEGE STATION, TEXASGOVERNMENT-WIDE EXPENSES BY FUNCTION112 Operating Capital UnrestrictedFiscal Charges for Grants and Grants and InvestmentYear Services Contributions Contributions Taxes Earnings Miscellaneous Total2003 79,586,591$ 1,942,508$ 10,286,807$ 31,277,451$ 2,866,829$ 19,563$ 125,979,749$ 2004 80,044,245 3,208,957 10,446,058 34,073,652 1,886,905 4,386 129,664,203 (1) The City of College Station first applied GASB statement no. 34 in fiscal year 2003; therefore,government wide financial information for years prior to fiscal year 2003 is not available.Source: City of College StationProgram Revenues General RevenuesCITY OF COLLEGE STATION, TEXASGOVERNMENT-WIDE REVENUESLAST TEN FISCAL YEARS (1)113 Fines, OtherFiscal Licenses & Forfeits Charges for FinancingYear Taxes Permits & Penalties Services Transfers All Other Sources Total1995 15,983,707$ 523,725$ 1,003,547$ 1,181,703$ 4,915,000$ 1,009,282$ 3,478,224$ 28,095,188$ 1996 18,697,853 513,624 1,342,865 1,249,491 5,523,091 962,608 199,300 28,488,832 1997 18,552,416 487,300 1,177,057 1,250,952 5,387,075 1,304,713 6,828,120 34,987,633 1998 20,300,800 577,032 1,233,604 1,368,883 5,396,700 1,324,899 32,375 30,234,293 1999 21,458,761 643,968 1,208,499 1,463,432 5,664,744 1,414,194 22,082 31,875,680 2000 23,304,989 680,776 1,393,505 1,681,877 6,303,785 1,622,967 55,403 35,043,302 2001 24,474,987 779,159 1,796,203 1,892,964 6,895,193 1,750,703 24,329 37,613,538 2002 27,065,526 870,636 2,225,354 2,160,678 7,288,572 1,369,579 30,106 41,010,451 2003 29,157,436 1,012,960 2,654,154 2,403,316 7,700,326 665,420 1,086,874 44,680,486 2004 31,209,942 1,112,766 2,956,836 2,398,165 8,422,120 1,149,458 8,919,386 56,168,673 (1) Revenues presented include the General and Debt Service Fund Source: City of College StationCITY OF COLLEGE STATION, TEXASGENERAL GOVERNMENTAL REVENUES AND OTHER FINANCING SOURCES (1)LAST TEN FISCAL YEARS114 GeneralFiscal Year Property Sales Franchise Mixed Drink Total1995 6,489,976$ 8,887,016$ 485,368$ 121,347$ 15,983,707$ 1996 7,216,073 9,468,207 1,876,572 137,001 18,697,853 1997 7,534,910 9,775,888 1,088,349 153,269 18,552,416 1998 7,777,890 10,912,466 1,415,464 194,980 20,300,800 1999 8,272,479 11,489,702 1,523,736 172,844 21,458,761 2000 8,967,583 12,573,564 1,577,815 186,027 23,304,989 2001 9,799,281 12,773,722 1,644,627 257,357 24,474,987 2002 11,716,307 13,400,054 1,714,241 234,924 27,065,526 2003 13,441,000 13,780,639 1,688,947 246,850 29,157,436 2004 14,668,641 14,957,697 1,974,587 281,298 31,882,223 Source: City of College StationCITY OF COLLEGE STATIONGENERAL GOVERNMENTAL TAX REVENUES BY SOURCELAST TEN FISCAL YEARS115 General Public Parks and Library Capital Reimbursed All Debt TransfersFiscal Year Government Police Fire Works Recreation Services Outlay Administrative Other Service Out Total1995 6,832,606$ 5,041,596$ 3,827,835$ 2,428,727$ 3,629,244$ 327,393$ 480,470$ (2,966,008)$ 298,041$ 7,364,085$ (2) 2,438,668$ 29,702,657$ 1996 6,669,982 5,357,437 3,887,596 3,554,664 3,820,477 326,310 593,796 (3,371,737) 314,767 5,601,567 80,500 26,835,359 1997 7,005,557 5,860,586 3,898,305 3,142,284 4,146,567 367,545 365,591 (3,240,805) 336,410 4,517,030 6,761,040 33,160,110 1998 6,264,446 6,289,005 4,195,334 3,821,635 4,263,428 546,437 641,779 (3,683,731) 448,263 4,607,064 2,478,117 29,871,777 1999 7,045,038 6,903,838 4,841,832 3,923,009 4,592,990 571,742 659,861 (4,034,541) 344,589 4,997,131 757,030 30,602,519 2000 7,812,664 7,567,620 5,179,104 4,353,073 5,168,231 600,778 397,312 (4,645,701) 544,170 5,582,927 1,115,376 33,675,554 2001 8,783,263 8,273,632 5,702,804 4,583,796 5,185,737 581,768 376,328 (5,287,928) 606,757 7,700,234 767,000 37,273,391 2002 9,731,964 8,914,893 6,405,874 5,211,720 6,045,622 734,083 150,000 (5,823,852) 305,049 9,384,142 480,807 41,540,302 2003 10,052,883 9,143,331 6,989,125 5,292,243 6,279,342 681,350 673,305 (6,013,085) 577,777 9,480,421 1,103,590 44,260,282 2004 10,693,348 9,803,577 7,275,289 5,534,404 6,387,846 665,291 978,568 (5,486,919) 1,648,676 8,813,797 9,499,773 55,813,650 (1) Expenditures presented include the General and Debt Service Funds.(2) Includes refunding of $3,460,00 of short term debt.Source: City of College StationCITY OF COLLEGE STATION, TEXASGENERAL GOVERNMENTAL EXPENDITURES AND OTHER USES BY FUNCTION (1)LAST TEN FISCAL YEARS116 OutstandingPercent Delinquent Total Collections as Outstanding Delinquent Taxes asTotal Tax of Levy Tax Total Tax a Percent of Current Delinquent a Percent of CurrentFiscal Year Tax Levy Collections Collected Collections Collections Levy Taxes Levy1995 6,471,493$ 6,403,250$ 98.95% 86,727$ 6,489,977$ 100.29% 249,879$ 3.86%1996 7,171,715 7,086,990 98.82% 74,982 7,161,972 99.86% 233,927 3.26%1997 7,506,754 7,433,046 99.02% 60,133 7,493,179 99.82% 215,100 2.87%1998 7,758,131 7,688,127 99.10% 50,005 7,738,132 99.74% 233,548 3.01%1999 8,292,212 8,164,162 98.46% 59,095 8,223,257 99.17% 200,077 2.41%2000 9,068,352 8,866,966 97.78% 47,940 8,914,906 98.31% 134,418 1.48%2001 9,939,852 9,684,038 97.43% 62,887 9,746,925 98.06% 248,883 2.50%2001 11,892,629 11,570,787 97.29% 80,751 11,651,538 97.97% 328,666 2.76%2003 13,010,508 12,595,378 96.81% 236,468 12,831,846 98.63% 331,582 2.55%2004 14,092,814 13,790,565 97.86% 125,543 13,916,108 98.75% 321,487 2.28%Source: City Of College StationCITY OF COLLEGE STATIONLAST TEN FISCAL YEARSPROPERTY TAX LEVIES AND COLLECTIONS117 Land and Personal Property Less Exemptions Less TIF (2)Fiscal Year Improvements and Minerals and Abatements Captured Value Total1995 1,315,229,397$ 183,852,688$ 44,813,941$ -$ 1,454,268,144$ 1996 1,500,298,696 158,694,184 47,371,511 - 1,611,621,369 1997 1,699,990,449 235,332,211 234,121,234 5,526,343 1,695,675,083 1998 1,813,136,426 251,996,841 245,085,209 12,889,738 1,807,158,320 1999 1,946,701,852 261,317,181 276,453,209 18,504,453 1,913,061,371 2000 2,134,828,786 285,990,138 308,471,247 37,318,353 2,075,029,324 2001 2,357,679,796 303,435,454 345,752,888 41,698,188 2,273,664,174 2002 2,565,933,396 304,577,588 380,950,901 39,379,860 2,450,180,223 2003 2,843,495,003 308,466,163 428,395,713 48,757,938 2,674,807,515 2004 3,201,775,895 320,496,233 493,364,734 39,971,363 2,988,936,031 (1) Assessed Value is 100% of the estimated actual value.(2) Tax Increment Financing District (TIF) Sources: Brazos County Appraisal District 2003 Certified Appraisal RollCITY OF COLLEGE STATION, TEXASASSESSED VALUE OF TAXABLE PROPERTIES (1)LAST TEN FISCAL YEARS118 Fiscal Year (1) City School County Total (3) City School County City School County1995 0.4450 1.6100 0.4180 2.4730 100% 100% 100% 6,471,498$ 26,261,015$ 14,211,900$ 1996 0.4450 1.6100 0.4100 2.4650 100% 100% 100% 7,171,715 28,663,937 15,071,727 1997 0.4427 1.6900 0.4180 2.5507 100% 100% 100% 7,506,754 31,524,892 15,968,203 1998 0.4293 1.7400 0.4170 2.5863 100% 100% 100% 7,758,131 33,969,261 17,043,370 1999 0.4293 1.7500 0.4170 2.5963 100% 100% 100% 8,292,212 36,786,152 17,749,813 2000 0.4293 1.7500 0.4170 2.5963 100% 100% 100% 9,068,352 39,822,571 18,917,599 2001 0.4293 1.7500 0.4100 2.5893 100% 100% 100% 9,939,852 44,121,783 20,283,475 2002 0.4777 1.7900 0.4200 2.6877 100% 100% 100% 11,892,630 48,527,735 22,629,312 2003 0.4777 1.7900 0.4146 2.6823 100% 100% 100% 13,010,508 53,294,883 24,066,065 2004 0.4653 1.7700 0.4350 2.6703 100% 100% 100% 14,092,814 57,990,642 26,931,269 (1) Tax rates are established by each taxing jurisdiction on an annual basis for revenues to be collected in the following fiscal year.(2) The date that taxes are due for all jurisdictions is October 1. Taxes for all jurisdictions become delinquent on February 1. The penalty is set by state law at 6% in February, and an additional 1% per month up to 12%. The interest is accrued at 1% per month.(3) The upper limit of the tax rate is set at $2.50/$100 of assessed value for each jurisdiction by State Statute. This limit is for both operations and debt service combined.Source: Brazos County Appraisal DistrictCITY OF COLLEGE STATION, TEXASPROPERTY TAX RATES, RATIOS AND LEVIESALL DIRECT AND OVERLAPPING GOVERNMENTSLAST TEN FISCAL YEARSTax Rates (2)(per $100 of Assessed Value) Tax Ratios Original Tax Levies 119 Percentage of Total Current Assessments Assessments OutstandingFiscal Year Assessment Collected Collected (%) Assessments1995 - 59,141 42.71% 79,330$ 1996 - 17,217 21.70% 62,113 1997 - 2,152 3.46% 59,962 1998 - 36,367 60.65% 23,595 1999 - 503 2.13% 23,092 2000 - 1,296 5.31% 21,796 2001 - 350 1.61% 21,446 2002 - - 0.00% 21,796 2003 - - 0.00% 21,796 2004 - - 0.00% - Source: City of College Station Fiscal Services DepartmentCITY OF COLLEGE STATION, TEXASPAVING ASSESSMENT COLLECTIONSLAST TEN FISCAL YEARS120 The City has no general obligation legal debt limit other than a ceiling on the tax rate as specifiedby the State of Texas. The prescribed maximum is $2.50 per $100 at 100% valuation. CITY OF COLLEGE STATION, TEXASCOMPUTATION OF LEGAL DEBT MARGINSEPTEMBER 30, 2004121 Ratio of NetEstimated Assessed Gross Less Debt Service Net Net Bonded Debt Bonded DebtFiscal Year Population Value Bonded Debt Cash Funds Bonded Debt To Assessed Valuation Per Capita1995 58,627 (1) 1,454,268,144$ 25,722,210$ 1,845,774$ 23,876,436$ 1.64 4071996 60,040 (1) 1,611,621,369 22,263,475 1,189,570 21,073,905 1.31 3511997 61,525 (1) 1,695,675,083 25,388,915 1,947,403 23,441,512 1.38 3811998 63,130 (1) 1,807,158,320 28,960,000 2,826,148 26,133,852 1.45 4141999 66,200 (1) 1,913,061,371 32,750,000 3,472,280 29,277,720 1.53 4422000 68,038 (2) 2,075,029,324 38,700,000 4,202,042 34,497,958 1.66 5072001 70,308 (1) 2,273,664,174 39,375,000 1,722,254 37,652,746 1.66 5362002 72,500 (1) 2,450,180,223 41,665,000 1,287,038 40,377,962 1.65 5572003 75,763 (1) 2,674,807,515 43,170,000 659,180 42,510,820 1.59 5612004 80,219 (1) 2,988,936,031 47,085,000 585,336 46,499,664 1.56 580Source:(1) Metropolitan Planning Organization & City of College Station Planning Division(2) U.S. Government Preliminary GuideCITY OF COLLEGE STATION, TEXASRATIO OF NET GENERAL BONDED DEBT TO ASSESSED VALUEAND NET BONDED DEBT PER CAPITALAST TEN FISCAL YEARS122 Per Taxing Body Amount As Of Percent Amount Capita *ESTIMATED OVERLAPPING DEBTCollege Station I.S.D. (1) 65,670,000$ 8/31/2004 83.48% 54,821,316$ 683$ Brazos County (2) 39,220,568$ 9/30/2004 46.80% 18,355,226 229 Bryan I.S.D (3) 63,265,000$ 9/1/2004 5.17% 3,270,801 41 76,447,343$ 953$ NET BONDED DEBTCity of College Station (4) 81,790,000$ 9/30/2004 100.00% 81,790,000 1,020 NET BONDED AND ESTIMATED OVERLAPPING DEBT 158,237,343$ 1,973$ *Population: 80,219Source:(1) College Station Independent School District(2) Brazos County Auditor(3) Bryan Independent School District(4) City of College Station Finance DepartmentCITY OF COLLEGE STATION, TEXASSCHEDULE OF DIRECT AND ESTIMATED OVERLAPPING DEBTSEPTEMBER 30, 2004Net Debt City's Share 123 Total GeneralInterest, Fiscal Governmentaland Other Total Debt ExpendituresFiscal Year Principal Charges Service and Other Uses Ratio1995 5,796,130$ (1) 1,519,907$ 7,316,037$ 29,702,657$ 24.63%1996 3,938,735 1,660,441 5,599,176 26,835,359 20.86%1997 2,694,075 1,738,745 4,432,820 33,160,109 13.37%1998 3,113,915 1,483,793 4,597,708 29,871,777 15.39%1999 2,845,000 2,141,792 4,986,792 30,602,519 16.30%2000 3,460,000 2,122,927 5,582,927 33,675,554 16.58%2001 4,475,000 3,222,734 7,697,734 37,273,391 20.65%2002 5,950,000 3,434,142 9,384,142 41,540,302 22.59%2003 5,820,000 3,660,028 9,480,028 44,260,282 21.42%2004 5,445,000 3,275,554 8,720,554 55,813,650 15.62%(1) Includes refunding of $3,460,000 of short term debt.Source: City of College StationLAST TEN FISCAL YEARSCITY OF COLLEGE STATION, TEXASRATIO OF ANNUAL DEBT SERVICE EXPENDITURESFOR GENERAL OBLIGATION DEBTTO TOTAL GENERAL GOVERNMENTAL EXPENDITURES AND OTHER USES124 OperatingExpensesOperating (Excluding Net Average Annual Maximum AnnualFiscal Year Revenues Depreciation) Revenues Total Coverage Total Coverage1995 47,365,953$ 34,682,369$ 12,683,584$ 2,819,408$ 4.50 6,099,551$ 2.081996 (1)45,380,036 32,395,644 12,984,392 2,655,401 4.89 6,089,271 2.131997 48,615,366 29,608,260 19,007,106 2,968,110 6.40 6,388,449 2.981998 49,966,216 27,885,854 22,080,362 3,014,943 7.32 5,906,739 3.741999 49,101,104 30,080,145 19,020,959 2,844,899 6.69 5,502,384 3.462000 52,932,584 41,925,412 11,007,172 3,472,421 3.17 5,687,161 1.942001 59,143,896 45,465,778 13,687,118 4,688,518 2.92 6,395,244 2.142002 62,141,066 46,274,555 15,866,511 5,825,064 2.72 8,048,707 1.972003 64,046,246 47,785,550 16,260,696 5,773,582 2.81 8,084,285 2.012004 64,785,122 44,719,241 20,065,881 5,651,966 3.55 7,998,465 2.51(1) In Fiscal Year 1996, the Utility Billing Fund was reported separately as an Internal Service Fund.Source: City of College StationCITY OF COLLEGE STATION, TEXASUTILITY FUNDSSCHEDULE OF REVENUE BOND COVERAGELAST TEN FISCAL YEARS125 Number Number Numberof of of Fiscal Year Permits Value Permits Value Permits Value1995 634 28,514,709$ 102 38,130,694$ 736 66,645,403$ 1996 656 48,953,298 131 14,432,979 787 63,386,277 1997 590 53,435,022 212 47,682,555 802 101,117,577 1998 655 69,831,880 150 57,439,865 805 127,271,745 1999 1,020 87,917,466 138 26,665,024 1,158 114,582,490 2000 639 85,278,855 162 46,094,230 801 131,373,085 2001 782 79,340,756 191 40,194,722 973 119,535,478 2002 776 58,965,494 177 27,658,030 953 86,623,524 2003 658 96,990,934 106 36,366,447 764 133,357,381 2004 549 80,567,342 143 94,924,256 692 175,491,598 Source: City of College Station Planning & Development ServicesResidential Commercial TotalCITY OF COLLEGE STATION, TEXASCONSTRUCTION PERMITSLAST TEN CALENDAR YEARS126 Percent of Total2004 Assessed AssessedTaxpayer Type of Business Valuation ValuationCB&L Associates Retail Mall 49,331,205$ 1.65%Verizon Communications, Inc Utility 34,528,500 1.16%College Station Hospital, LP Medical 31,254,230 1.05%Alkosser/Weinberg Housing 31,168,425 1.04%Wal-Mart's/Sam's Retail 24,916,345 0.83%HE Butt Store Property Co. Grocery 18,912,125 0.63%301 Church Avenue, LP Housing 17,936,445 0.60%Melrose Apartments Housing 17,753,830 0.59%Fairfield College Station, LP Housing 17,514,700 0.59%University Commons Housing 17,279,200 0.58%260,595,005$ 8.72%Source: Brazos County Appraisal DistrictCITY OF COLLEGE STATION, TEXASPRINCIPAL TAXPAYERSSEPTEMBER 30, 2004127 FY2004 Total Percent of Utility KWH KWHCustomer Type of Business Consumption ConsumedCSISD Schools 17,146,469 2.41%City of College Station Municipality 16,169,225 2.27%CBL & Associates Retail Mall 13,703,672 1.93%Texas A&M University 9,463,120 1.33%Wal-Mart Retail 7,869,120 1.11%Kroger Retail Grocery 6,848,080 0.96%Albertsons Retail Grocery 6,383,282 0.90%College Station Medical Ctr Hospital 5,967,400 0.84%US Dept of Agriculture Government 5,285,440 0.74%HEB Retail Grocery 5,216,280 0.73%TOTAL 94,052,088 13.22%Total KWH Consumption for the period October 1, 2003 to September 30, 2004 was711,486,221Source: City of College Station Utility Billing Division CITY OF COLLEGE STATION, TEXASPRINCIPAL UTILITY CUSTOMERSSEPTEMBER 30, 2004128 Self InsuredInsurance Company Coverage Retention LimitsState National Insurance Co. General Liability $250,000 occurrence $5 millionGeneral Aggregate $15 millionState National Insurance Co. Auto Liability $250,000 CSL $5 millionState National Insurance Co. Workers Compensation $250,000 $5 millionState National Insurance Co. Employer's Liability $250,000 $5 millionState National Insurance Co. Law Enforcement Liability $250,000 $5 millionGeneral Aggregate $15 millionState National Insurance Co. Public Officials Liability $250,000 $5 millionGeneral Aggregate $15 millionFederal Insurance Co. Employee Theft $100,000 $300,000Federal Insurance Co. Premises $100,000 $300,000Federal Insurance Co. Transit $100,000 $300,000Federal Insurance Co. Depositors Forgery $100,000 $300,000Federal Insurance Co. Computer Theft Fund $100,000 $1 millionAffiliated FM Ins. Co. Property Coverage $100,000 $122 millionAffiliated FM Ins. Co. Mobile Equipment $100,000 $7 millionAffiliated FM Ins. Co. Boiler & Machinery $100,000 $50 millionAffiliated FM Ins. Co. Certified Act of Terrorism Coverage $100,000 $122 millionAffiliated FM Ins. Co. Flood $100,000 $2.5 millionAffiliated FM Ins. Co. Gross Earnings $100,000 $1 millionAffiliated FM Ins. Co. Newly Acquired Property $100,000 $1.5 millionAffiliated FM Ins. Co. Coverage A & B Demolition & Increased Cost $100,000 $1 million eachCITY OF COLLEGE STATIONSUMMARY OF INSURANCE COVERAGESeptember 30, 2004129 Date Incorporated October 1938Date first charter adopted October 1938Date present charter amended May 1992Form of government Council-ManagerArea in square miles:Year Square Miles1938 1.51948 4.21958 7.31968 17.31978 22.61982 23.81986 26.71988 27.71992 28.11994 30.01996 38.21998 40.82004 47.2Miles of streets Paved 352.6 Linear MilesUnpaved 3.0 Lane MilesMiles of sidewalks 89 MilesFire Protection:Number of stations 4Number of full-time employees 104Police Protection:Number of employees (sworn) 103Number of employees (civilian) 45Number of patrol units 24One jail facility with a capacity of 17MISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATASEPTEMBER 30, 2004CITY OF COLLEGE STATION, TEXAS130 RECREATION:Number of playgrounds 35 Number of gyms 1Number of basketball courts 20 Number of volleyball courts 7Number of soccer fields 19 Number of nature trails 8Number of softball/baseball fields 19 Number of open play areas 29Number of tennis courts 14 Number of picnic pavilions 6Number of picnic shelters 19 Number of jogging/walking trails 22Number of swimming pools 3PARKS:Facility Acres Facility AcresAnderson 8.90 Luther Jones 1.80Arboretum/Bee Creek 43.50 Merry Oaks 4.60Bill Madeley 5.14 Oaks 7.50Brison 9.20 Parkway 1.90Brother's Pond 16.12 Pebble Creek 10.20Castlegate 8.26 Raintree 13.00Central 47.20 Richard Carter 7.14Conference Center 2.30 Sandstone 15.21Cy Miller 2.50 Shenandoah 14.77Eastgate 1.80 Southeast Park 62.00Edelweiss 12.30 Southwest Park Site 4.78Edelweiss Gardens 7.74 Southwood Complex 44.70Emerald Forest 4.59 Steeplechase Park Site 9.00Gabbard 10.70 Thomas 16.10Georgia K. Fitch 11.30 University Park Site 10.20Hensel-TAMU 29.70 Veterans Athletic 150.00Jack and Dorothy Miller 10.00 W.A. Tarrow (includes Lincoln) 21.26John Crompton 9.26 Westfield 4.29Lemon Tree 15.40 Windwood 1.37Lick Creek 515.50 Wolfpen Creek 19.49Lion's 1.50 Woodcreek 6.60Longmire 4.16 Woodland Hills 13.91TOTAL ACREAGE1,216.89CITY OF COLLEGE STATION, TEXASMISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATASEPTEMBER 30, 2004(Continued)131 UTILITY FUNDS:Electric Customers (Connections)35,307 Average Electrical Consumption: 55,673,526 KWH/MonthWater Customers (Connections)31,038 Average Water Consumption: 236,355 MGW/MonthNumber of Employees:Electric60Water27Sewer41Water Capacity:Number of Wells6Combined Capacity of Wells 26 million gallons per dayNumber of Ground Storage Tanks, 2 One 3-million gallon, One 5-million gallonNumber of Elevated Storage Tanks, 2 One 3-million gallon, One 2-million gallonMiles of Water Lines317 milesElectric Capacity:Maximum Capacity 255 megawattsAnnual Peak Demand 163 megawattsNumber of Substations4Miles of Distribution Lines 414 milesMiles of Sewer Lines264 milesSolid Waste Collection Fund:Number of Users (Units) 28,594 Methodology Curbside pickup using automated containersCITY OF COLLEGE STATION, TEXASMISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATASEPTEMBER 30, 2004(Continued)132 Education:Attendance centers 11 Number of classrooms 550 Number of teachers 600 Number of students 7,683 Elections:Number of registered voters:Last general election (Brazos County) 86,283 Last municipal election 40,767 Number of votes cast in:Last general election (Brazos County) 54,904 Last municipal election 3,250 Percentage of registered voters voting in:Last general election (Brazos County) 64.00%Last municipal election 7.97%Population:Estimate Census Count2000 68,038 1990 52,456 1980 37,296 1970 17,676 1960 1,196 1950 7,925 Source: City of College StationCITY OF COLLEGE STATION, TEXASMISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATASEPTEMBER 30, 2004(Continued)133 Year University Enrollment1995 41,7901996 41,8921997 41,4611998 43,3891999 43,4422000 44,0262001 44,6182002 45,1432003 44,8132004 44,435Source: WWW.TAMU.EDUTotal Number Number PercentYear Labor Force Employed Unemployed Unemployed1995 27,430 26,561 869 3.21996 26,691 25,973 718 2.71997 28,453 27,862 591 2.11998 28,889 28,377 512 1.81999 30,793 30,246 547 1.82000 31,273 30,802 471 1.52001 30,572 30,020 552 1.82002 29,734 29,105 629 2.12003 33,975 33,160 815 2.42004 35,348 34,709 639 1.8Source: WWW.TEXASWORKFORCE.COMPRIMARY LABOR FORCE FOR COLLEGE STATIONCITY OF COLLEGE STATION, TEXASMISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATASEPTEMBER 30, 2004(Continued)ACTUAL TEXAS A&M UNIVERSITY ENROLLMENTBY FALL SEMESTERS134