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FY11 Comprehensive Annual Financial Report - City of PrattvilleCITY OF PRATTVILLE, ALABAMA FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2OII COMPREFIENSIVE ANNTJAL FINANCIAL REPORT Prepared by: Department of Finance Douglas C. Moseley,CITP, CISA, CPA Interim Finance Director INTRODUCTORY SECTION CITY OF PRATTVILLE, ALABAMA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2O1I TABLE OF CONTENTS I. INTRODUCTORY SECTIOI\ Table of contents Letter of transmittal List of principal officials Organizational chart Map of the Cify II. FINANCIAL SECTION Independent auditors' report Management's discussion and analysis i-iii iv - vii viii ix X PAGE r -2 3 - 13 19 20 -23 24-53 BASIC FINANCIAL STATEMENTS Government-Wide Financial Statements Statement of net assets Statement of activities Fund Financial Statements Balance sheet - govemmental funds Reconciliation of balance sheet of govemmental funds to statement of net assets Statement of revenues, expenditures, and changes in fund balances - govenrmental funds Reconciliation of statement of revenues, expenditures, and changes in fund balances of govemmental funds to statement of activities Statement ofrevenues, expenditures, and changes in fund balances - budget and actual general fund Notes to Financial Statements T4 15 16 T7 18 CITY OF PRATTVILLE. ALABAMA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30,2O1I TABLE OF CONTENTS (Continued) II. FINANCIAL SECTION (Continued) REQUIRED SUPPLEMENTARY INFORMATION Schedule of funding progress of the City's defined benefit pension plan SUPPLEMEI\TARY II\FORMATION Combining balance sheet - nonmajor governmental funds Schedule of funding progress of the City's post-employment benefits other than pensions 55 PAGE 54 56 Combining statement of revenues, expenditures, and changes in fund balances - nonmajor govemmental funds 57 Combining balance sheet - nonmajor special revenue funds 58 Combining statement of revenues, expenditures, and changes in fund balances - nonmajor special revenue funds 59 Budgetary comparison schedule - state gasoline excise tax fund 60 Budgetary comparison schedule - state gasoline and lubricating oil excise tax fund 6l III. STATISTICAL SECTION Financial Trends Schedule I Net assets by component 62 Schedule 2 Changes in net assets 63 Schedule 3 Fund balances of govemmental funds 64 Schedule 4 Changes in fund balances of govemmental funds 65 Revenue Capacity Schedule 5 Net taxable sales by category Schedule 6 Sales tax revenue payers by category Schedule 7 Direct and overlapping sales tax rates 66 67 68 CITY OF PRATTVILLE. ALABAMA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 20 I I TABLE OF CONTENTS (Continued) III. STATISTICAL SECTION (Continued) Debt Capacity Schedule 8 Ratios of outstanding debt by type Schedule 9 Ratios ofnet general bonded debt outstanding Schedule l0 Direct and overlapping govemmental activities debt Schedule I I Legal debt margin information Demographic and Economic Information Schedule l2 Demographic and economic statistics Schedule l3 Principal employers Operating Information Schedule 14 Full-time equivalent city govemment employees by function Schedule l5 Operating indicators by function/progrcm Schedule 16 Capitalasset statistics by function/progrcm PAGE 69 70 7l 72 73 74 75 76 77 lll     March 26, 2012 The Citizens of The City of Prattville Prattville, Alabama The Comprehensive Annual Financial Report (CAFR) of the City of Prattville, Alabama (the City) for the fiscal year ended September 30, 2011 is hereby transmitted. Responsibility for both the accuracy of the data and the completeness and fairness of the presentation, including all disclosures, rests with the City of Prattville, Alabama’s management. To the best of our knowledge and belief, the enclosed data is accurate in all material aspects and is reported in a manner designed to present fairly the financial position and results of operations of the various funds of the City and its component units. All disclosures necessary to enable the reader to gain an understanding of the City’s financial activities have been included. The Report The CAFR is presented in three sections: introductory, financial, and statistical. The introductory section includes this transmittal letter. The financial section includes the management’s discussion and analysis (MD&A), the basic financial statements for the primary government and its separately presented component units, and the primary government’s combining and individual financial statements and schedules, as well as the independent auditor’s report on the financial statements and schedules. The MD&A contains a narrative introduction, overview, and analysis of the City’s financial statements. It should be read in conjunction with this letter of transmittal. The statistical section includes selected financial and demographic information, generally presented on a multi-year basis. In contrast to the financial section information, the statistical section information has not been audited. This report includes all funds of the primary government and its component units. The primary government provides a full range of services. These services include public safety, public works, culture and recreation, and general administrative services. The component units included in the reporting entity include the Autauga-Prattville Public Library, Prattville Airport Authority, and Historical Prattville Redevelopment Authority and have been included as separately presented component units on the City’s reporting entity in the CAFR. v  GASB Reporting Requirements Each year, management evaluates new GASB reporting requirements to determine applicability to the City. The requirements issued by GASB that became effective during this fiscal period and those that will become effective in the next fiscal period are described in this document. GASB Statement 54, “Fund Balance Reporting and Governmental Fund Type Definitions,” establishes new categories for reporting fund balance and revises definitions for governmental fund types. This statement became effective during the fiscal 2011 period. GASB Statement No. 57, OPEB Measurement by Agent Employers and Agent Multi-Employer Plans. This statement is intended to improve consistency in the measurement and financial reporting of other post-employment benefits (OPEB) such as retiree health insurance. The requirements of this statement are effective for financial statements for periods beginning after June 15, 2011. City Profile The City of Prattville, Alabama is the County seat of Autauga County, was incorporated on August 8, 1865, and is located in south central Alabama. It serves a population of approximately 33,960. The City of Prattville, Alabama operates under a Mayor/Council form of government with a fiscal year from October 1st through September 30th. The Mayor and seven (7) Council members are each elected to four (4) year terms. City services include police and fire protection; sanitation services; sewer services; the construction and maintenance of highways, streets, and infrastructure; recreational activities and cultural events. Formal budgetary integration is employed as a management control device. On a day to be set by the Council, the Mayor submits to the Council a balanced budget for the next fiscal year. The Council schedules public hearings for the purpose of discussing and adopting the budget and may add to or delete from the budget submitted by the Mayor as long as the budget remains in balance. The Council, by a majority vote, shall adopt the budget. Activities of the General Fund and the State Gasoline Tax Fund are included in the annual appropriated budget. The City also maintains an encumbrance accounting system as one technique of accomplishing budgetary control. Appropriations lapse at the end of the fiscal year unless expended or encumbered. In order to prepare a financial report, it is necessary to identify all components of the reporting entity. Potential component units were evaluated to determine whether they should be reported in the City’s financial report. A component unit was considered to be part of the City’s reporting entity if it was concluded that the City was financially accountable for the entity or the nature and significance of the relationship between the City and the entity was such that exclusion would cause the City’s financial statements to be misleading or incomplete. The Autauga-Prattville Public Library, Prattville Airport Authority, and Historical Prattville Redevelopment Authority were determined to be the only reportable component units and have been included in this report. Economic Condition and Outlook The proximity of the state capital and Maxwell Gunter Air Force Base make significant contributions to the local economy. The newly completed 350,000 square foot Medline building opened during the fiscal year providing 50 new jobs to the area. It will serve hospitals, nursing homes, surgery centers, and home care agencies throughout the State of Alabama and northwest Florida. vi  The City of Prattville, Alabama maintains a contract for service with The Prattville Area Chamber of Commerce to provide economic development services. The Prattville Area Chamber of Commerce is a voluntary partnership of business and professional people working together to build a healthy economy and to improve the community’s quality of life. The Prattville Area Chamber of Commerce has the responsibility to promote the economic wellbeing and to advocate for a positive business environment. Chamber members are businesses, organizations, and individuals concerned with the socio-economic climate of the community. The Chamber works to improve the community, observing these objectives: • To help businesses grow and prosper. • To increase job opportunities. • To encourage orderly expansion/development of all segments. • To contribute to the overall economic stability of the community. • To encourage and promote the nation’s private enterprise system of competitive marketing. Financial Information Management of the City is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the City are protected from loss, theft, or misuse and to ensure that adequate data is compiled to allow for the presentation of financial statements in conformance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. The internal control structure is designed to provide reasonable, but not absolute, assurance that these objectives are met. The concept of reasonable assurance recognizes that: 1) the cost of a control should not exceed the benefits likely to be derived; and 2) that valuation of costs and benefits requires estimates and judgments by management. Single Audit - As recipient of federal and state financial assistance, the City is also responsible for ensuring that an adequate internal control structure is in place to ensure compliance with applicable laws and regulations related to those programs. This internal control structure is subject to periodic evaluation by management. As part of the City’s audit in accordance with Government Auditing Standards, tests are made to determine the adequacy of the internal control structure, including that portion related to federal assistance programs, as well as to determine that the City has complied with applicable laws and regulations. Budgeting - Budgetary tracking is maintained at the line item level by the encumbrance of actual or estimated purchase amounts prior to the release of purchase orders to vendors. Accountability for budgetary compliance is held at the department level. The objective of these budgetary controls is to ensure compliance with legal provisions embodied in the annual appropriated budget approved by the City’s governing body. Purchase orders resulting in an overrun of a department balance are released only after the approval of the Finance Director or Mayor. Budget amendments are effected by resolution enacted by the governing body when needed. Activities of the General Fund and the State Gasoline Tax Fund are included in the budget. Encumbrances lapse at year-end; however, encumbrances remaining against a positive department budget balance may be re-appropriated as “prior year carryover.” The City's budget is prepared on a basis other than accounting principles generally accepted in the United States of America (GAAP) insofar as encumbrances are included with expenditures. Cash management and investments - It is the policy of the City to invest public funds not required for immediate operations in a manner that will provide the highest investment retum. The priorities for City investnents shall be legal compliance, liquidity, and safety of the investrnents. All financial institutions holding City deposits are Qualified Public Depositories (QPD) authorized by the Security for Alabama Funds Enhancement (SAFE) progftrm. The SAFE progrcm provides a collateral pool administered by the Alabama State Treasurer. During fiscal year 2011, idle cash was held in the demand deposit account which is cunently earning 0.70o/o. Healthcare costs - With the healthcare costs continuing to increase the City of Prattville, Alabama opened the primary healthcare clinic in 2011. This clinic provides City employees and their dependents with those services that would be rendered by a family practice physician. The City hired CareHere, LLC to manage all aspects of operations for these clinics. General Fund reserves - Management has an informal goal of achieving a net ending fund balance in the General Fund that is equal to or greater than l5Vo ofthe total expenditures and other financing uses. Other Information Independent audit - The City is required by State law to undergo an annual audit by independent public accountants; to meet federal requirements of the Single Audit Act Amendments of 1996, and the resultant issuance of OMB Circular No. A-133 (Audits of States, Local Govemments, and Non- hofit Organizations), the City's audit report must be signed by a certified public accountant. The accounting firm of Jackson Thomton & Co., P.C. was selected through a competitive proposal process. The independent auditor's report on the basic financial statements and the combining and individual fund statements and schedules is included in the financial section of this report. lnformation related to this Single Audit, including the schedule of federal financial assistance, findings and recommendations, and independent auditor's reports on the intemal conhol structure and compliance with applicable laws and regulations, are generally meaningful only to oversight agencies and therefore, have not been included in this report. This information is contained in a separate Single Audit report, which is available for review at the Finance Department in City Hall l0l West Main Street, Prattville, Alabama 36067. Acknowledsements - The preparation of the comprehensive annual financial report could not be accomplished without the dedicated services of all City departments but in particular an effrcient Finance Department staff. We express appreciation to each member of these departments for their contributions made in the preparation of this report. Respectfully submitted,gftry Dotiglas C. Moseley Interim Finance Director vll Mayor Willie Lee Wood, Jr, Nathan Fank, President Pro Tempore Thomas Miller Municipal Court City Attorney City Prosecutor City Clerk Interim Finance Director Engineering Sanitation Police Fire Vehicle Maintenance Wastewater Leisure Services Human Resources Planning CITY OF PRATTVILLE, ALABAMA LIST OF PRINCIPAL OFFICIALS AS OF SEPTEMBER 30" 2OI I CITY COII}{CIL Mike Renegar, President HEADS OF DEPARTMENTS Bill Gillespieo Jr, Dean R. Argo Albert Striplin Ray Boles Judge Louis C. Colley David McDowell Robert E. Riddle Stephanie J, Southerland Douglas C. Mosely Robby Anderson Edward Clinton Chief Tim Huggins Chief Terry Brown Kenny Rawlinson Rick Teague Andrew Peterson Lisa Thrash Joel Duke vlll Citizens of Prattville City Judge Information Technology Finance Human Resources Benefits Management Judicial Public Safety Leisure Services Sanitation Urban Management City Clerk Authorities, Boards & Commissions Wastewater Performing Arts Engineering Planning Vehicle Maintenance Animal Control Public Works Mayor City Council Payroll Risk Management Accounting Accounts Payable Prosecuting Attorney Executive Department Computer Forensics Drug Enforcement Investigations School Relations Sex Offender Registry Special Operations Traffic Patrol Building Maintenance Codes & Standards EMS Fire Marshal Fire Suppression Fire Training Police Fire Recycling Code Enforcement GIS Policy or Judicial Authority Department Department Division Legends: City Attorney Street Business Licenses Revenue General Government Arts & Recreation Adult Programs & Sports Custodial Services Park Maintenanace Senior Programs Youth Programs & Sports Service Area I 65 S I 65 N HWY 14 W CO RD 57 CO RD 4 E HWY 8 2 BYP E CO RD 85 E MAIN ST HWY 82 W CO RD 29 CO RD 27 S MEMORIAL DR CO RD 10 HW Y 31 N HWY 14 E W 4TH ST H W Y 82 B Y P W D O ST ER R D UPPER KINGSTON RD CO RD 51 DURDEN RD E 6TH ST BRIDGE CREEK RD CO RD 39 OLD RIDGE R D E G O L S O N RD COBBS FORD RD N CT ST CO RD 50 MARTIN LUTHER KING JR DR N MEMORIAL DR INDIAN HILLS RD SEL M A H W Y SHEILA BLVD CO RD 4 W FAIRVIE W AVE JENSEN RD 1ST ST NO R T HI N G T O N R D J A S MINE TRL SIMMONS RD WASHINGTON FERRY RD WETUMPKA ST E PO PLAR ST W 6TH ST POWELL RD WOODVALE RD OLD AUTAUGAVILLE RD LOWER KINGSTON RD CO RD 41 OLD FARM LN S MONFEE RD SUMMER LN PIERCE LN H UIE ST GIN SHOP HILL RD ROLLING HILLS DR H W Y 3 1 S LIPSCOMB RD MURFEE DR W 5TH ST GARDNER RD REDFIELD RD CO RD 58 W RI G H T ST DAVIS ST MT AIR Y D R PALMETTO PL COOPER AVENEWTON S T JANICE ST E 3RD ST FI R E SID E DR GIL LESPIE S T A L L E NVILLE RD POPLAR ST TERI LN GRAY DR FL O RID A S T PRATT ST RED EAGLE RD TARA DR TILL ST A L A B A M A ST BOO TH ST ROCKY M O U N T RD GREENCREST LN SHADY OAK LN M C Q U EE N S MITH RD N MON F EE C T WADSWORTH LN RUEBE N RD MIM O SA R D 10TH ST INZER LN W EBB DR MAPLE ST JAY ST JOYCE ST COO K RD DEER TRACE N NORTHINGTON ST TALLANT DR OLD FARM LN N WAND A DR LEIGH DR SHADOW L N BUR T L N WYNGATE DR LEGENDS DR SWEET RID GE R D MARLYN DR RIDGE TRL ARROWHEAD DR RICE ST D OE DR QUAIL RUN GADDIS AVE LIVE OAK DR CROWS PASS TRO L L E Y RD CO R LEY RD S CT ST COSBY CT FOGARTY RD PATRICK ST C Y G N US LN WOOD VAL L EY R D G BETH MANOR DR W INDRUSH LN G S RD LINA DR OATES RD EDINBURGH ST OLD HWY 31 ECHLIN BLVD P L U M S T COO TER S P OND RD C O N STITUTION AVE ASBURY DR 9TH ST HALLMARK DR ANGELA ST MONTAUGA RD SUMMIT PKWY PECAN AVE BASS PRO BLVD PAULA ST CAROL ST MCQUEEN SMITH RD S E A S Y S T GRAFF RD GUILFORD LN SANFORD DR S H A D Y HIL L R D WYNFIELD DR S U M M E RHILL R D RIDGEWOOD RD SMITHVILLE R D GOLSON PLACE BLVD DEBRA ST PATES MILL LN RUTH ST RICE PARK CIR WYATT L OOP RD ORTON ST A MANDA LN STEWART ST CLEAR CREEK DR HE A TH E R D R B ENSON ST H OLL Y LN REED ST PEBBLE CREEK DR LEWIS ST E 4TH ST BE LL L N VI NDAL E R D VALRIDGE W CALUME T P K W Y HIGH PL KINGSTON OAKS DR BURKETT DR DI A N E D R WINCHESTER WAY MOUNTAIN VILLA HOWARD ST TAPIA LN LAUREL PL MIMS LN I 6 5 N O F F R A MP M Y R T L EW OOD L N I 65 S ON RAMP ROBBINS DR SPRUCE ST WYNWOOD DR RHODES LN S INDUSTRIAL P KWY JEANETTE DR LONG ST ASTROS AVE YORKSHIRE DR GADDIS PIT RD MI L L E R T R C E I 65 N ON RAMP COLEMAN WAY OL D MILL W Y WIND MILL DR MILL VILLAGE LN HAMPSTEAD ST GREENCREST ST RIDGE TE R CHALLENGE AVE C HE R O KEE D R ASHWOOD DR GATOR HILL DR A R B O R L N M ALONE CT MALWEST DR KINGSLEY DR HARE CIR JOSEPHINE CT ESWICK DR HUGHES ST NORRIS RD AVIATION WY SARA LN AUBURN RD N O BLE S L N HWY 82 W LEGENDS DR C O R D 27 £¤82 £¤82 OP14 OP14 IJ4 IJ29 IJ85 £¤31 §¨¦65 §¨¦65 IJ10 IJ80 IJ50 IJ27LEGEND STREETS CITY LIMIT µ 0 1 2 3 40.5 Miles CITY OF PRATTVILLE, AL 2011 Ryan Pecharka, GIS Coordinator FINANCIAL SECTION JACKSON T A PROFESSIONAL CO RPORATION o atata .tatjtata.oooHORNTON """'wwlr'. j acksonthornton. corn oooooa-o^!!oaoo ooOooo MONTGOMERY, AIABAMA Dothan Prattville Wetumpka INDEPENDENT AUDITORS' REPORT The Honorable Mayor and Members of the City Council City of Prattville, Alabama We have audited the accompanying financial statements of the governmental activities, the discretely presented component units, each major fund, and the aggregate remaining fund information of the City of Prattville, Alabama (the City), as of and for the year ended September 30, 2011, which collectively comprise the City's basic financial statements as listed in the table of contents. These financial statements are the responsibility of the City of Prattville, Alabama's management. Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. The financial statements of the Autauga Prattville Public Library and the Historical Prattville Redevelopment Authority were not audited in accordance with Government Auditing Standards. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the financial statements present fairly, in all material respects, the respective financial position of the governmental activities, the discretely presented component units, each major fund, and the aggregate remaining fund information of the City of Prattville, Alabama, as of September 30,2011, and the respective changes in financial position, thereof for the year then ended in conformity with accounting principles generally accepted in the United States of America. ln accordance with Governmental Auditing Standards, we have also issued our report dated March 26, 2012 on our consideration of the City of Prattville, Alabama's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements, and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing and not to provide an opinion on the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Governmental Auditing Standards and should be considered in assessing the results of our audit. 1 A PROFESSIONAL CORPORATION CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS MEMBER OF AMERTCAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNIANTS The management's discussion and analysis and the schedule of funding progress of the Employees' Retirement System and the Employees' Health lnsurance Plan are not a required part of the basic financial statements but are supplementary information required by accounting principles generally accepted in the United States of America. We have applied certain limited procedures, which consist principally of inquiries of management regarding the methods of measurement and presentation of the required supplementary information. However, we did not audit the information and express no opinions on it. Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City of PratWille, Alabama's basic financial statement. The introductory section, combining individual nonmajor fund financial statements, the nonmajor fund budgetary comparison schedules, and statistical tables are presented for the purposes ofadditional analysis and are not a required part of the basic financial statements. The combining and individual nonmajor fund financial statements and the nonmajor fund budgetary comparison schedules have been subjected to the auditing procedures applied in the audit of the basic financial statement and, in our opinion, are fairly stated in all material respects in relation to the basic financial statements taken as a whole. The introductory section and statistical tables have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we express no opinion on them. {t'r},r*M4h Pc Prattville, Alabama March 26,2012 MANAGEMENT'S DISCUSSION AND ANALYSIS As management of the City of Prattville, Alabama, we offer readers of the City's financial statements this narrative overview and analysis of the financial activities of the City for the fiscal year ended September 30,2011. This discussion and analysis is designed to look at the City's financial performance as a whole. We encourage readers to consider the information presented here in conjunction with the City's financial statements. Financial Highlights The City of Prattville, Alabama's liabilities exceeded its assets at September 30, 2011, by ($8,484,710) (net assets). Of the net asset balance amount, ($42,282,379) (unrestricted net assets) is the deficit balance of the City representing the indebtedness incuned for incentive obligations including the purchase of development property supporting the significant retail development activities within the City which originated in the fiscal years ended 2006 and 2008. During the year, the City's total net assets increased by $8,723,990, as revenues of $40,853,982 exceeded expenses of $32,129,992. The increase in revenue is due to the increase in sales tax revenue from the I cent increase in the sales tax rate, the increase in charges for services and the increase in donated infrastructure. The decrease in expenses over the prior year is primarily due to the decreased personnel costs and decreased operational costs. The City's personnel expenses decreased by approximately 9.9Yo during the current fiscal year. Under the Government Accounting Standards Board Statement Number 45, Accounting and Financial Reporting by Employees for Post-Retirement Benefits Other than Pensions (GASB 45), the City recognized an expense of $271,840 in the current year to record unfunded OPEB obligation. As of the close of the current fiscal year, the City's governmental funds reported combined ending fund balances of $ I ,548,451 . Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the City of Prattville, Alabama's basic financial statements. The City's basic financial statements comprise of three components: (l) government-wide financial statements, (2) fund financial statements, and (3) notes to the financial statements. In addition to the basic financial statements, this report contains other supplementary information that will enhance the reader's understanding of the financial condition of the City of Prattville, Alabama. Government-Wide Financial Statements The government-wide financial statements are designed to provide readers with a broad overview of the City of Prattville, Alabama's finances in a manner similar to a private-sector business. The basic financial statements include two kinds of statements that present different views of the City, a statement of net assets and a statement of activities. These statements included the City's three component units, the Autauga-Prattville Public Library (the Library), the Prattville Airport Authority (the Authority), and the Historic Prattville Redevelopment Authority (I{PRA), which are separate legal entities. Although legally separate, these component units are important because the City is financially accountable for them. Complete financial statements of the Library and the Authority can be obtained at their administrative offices located in Prattville, Alabama. 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 serye as a useful indicator of whether 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 the 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. Both statements distinguish functions of the City of Prattville, Alabama that are principally supported by sales taxes, property taxes, and gasoline taxes (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 reported in the statements include general government, public safety, public works, and culturaVrecreational. The City does not maintain any business-type activities. Fund Financial Statements The fund financial statements provide more detailed information about the City's most significant activities. 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. Like other state and local governments, the City of Prattville, Alabama uses fund accounting to ensure and demonstrate compliance with finance- related legal matters. All of the funds of the City of Prattville, Alabama are governmental funds which account for the basic services of the government. Experienced readers of governmental financial statements will find these financial statements most familiar. Governmental funds - Governmental funds are used to account for those functions reported as governmental activities in the government-wide financial statements. Most of the City's basic services are accounted for in governmental funds. These funds focus on how assets can readily be converted into cash flow in and out, and what monies are left at year-end that will be available for spending in the next year. Governmental funds are reported using an accounting method called modiJied accrual accounting, which provides a conservative short-term spending focus. As a result, the governmental fund financial statements give the reader a detailed short-term view that helps in determining if there are more or less financial resources available to finance the City's programs. The relationship between governmental activities in the government-wide financial statements and the governmental funds financial statements is described in a reconciliation that is a part of the fund financial statements. The City maintains four individual governmental funds. lnformation is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balance of the major funds. Data from the one non-major fund is presented in the other governmental fund column of the statements. The City adopts an annual appropriated budget for its general fund. A budgetary comparison statement has been provided for the general fund to demonstrate compliance with this budget. Notes to the Financial Statements The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The notes to the basic financial statements also include information regarding the City of Prattville, Alabama's progress in funding its obligation to provide pension benefits to its employees. The notes are presented on pages 24 through 53 of this report. Other Information The combining statements referred to earlier, which present more detailed views of non-major funds used in governmental activities, can be found beginning on page 56 of this report. Government-Wide Financial Analysis The City's condensed statement of net assets as of September 30,2011 and 2010, derived from the government-wide statement of net assets is presented below. GOVERNMENTAL ACTTVITIES Current and other assets Capital assets, net of depreciation Restricted assets Total assets Long-term liabilities outstanding Other liabilities Total liabilities Net assets: Invested in capital assets, net of related debt Restricted Unrestricted 56,807,992 52,782,092 2Jl-l $ 5,413,067 51,205,094 189,83 I 2010 $ 4,7 55,426 47 ,793,359 233,307 60,47 8,3 l9 4,814,3 83 63,708,002 6,282,790 65,292,702 69,990,792 33,144,191 653,478 (42,282,379) 28,197,019 85 I ,251 (46,256,970) Total net assets $ (8,484,710)$ (17,208,700) The largest component of the City's net assets as of September 30, 201 I reflects its investment in capital assets (i.e. land, buildings, furniture and equipment, infrastructure, etc.); 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 fi..rture 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 resources? since the capital assets themselves cannot be used to liquidate these liabilities. The City's capital assets, net of accumulated depreciation, at September 30, 2011 increased by $3,411,735 from the prior year primarily due to current year additions. As noted earlier in this discussion, changes in net assets over time can be one of the best and most useful indicators of the City's financial position. The City of Prattville, Alabama's total liabilities exceeded assets by ($8,484,710). The increase in net assets over the prior year is attributed primarily to the acceptance of donated infrastructure of $5,3 59,200 and the reduction in debt of $3,229,683. A portion of net assets is restricted, or has restrictions on how they may be used. Governmental activities restricted net assets totaled $653,478 at September 30,201I and are restricted for use in public safety, capital projects, and debt service. The remaining balance of unrestricted net assets generally may be used to meet the City's ongoing obligations. The City, at September 30,2011, reported a deficit balance in unrestricted net assets in governmental type activities of ($42,282,379\, of which $42,240,000 is due to outstanding general obligation warrants that were issued in the fiscal years ended September 30, 2006 and 2008 to finance economic development incentive obligations for retail development within the City. It is anticipated the governmental revenues generated from the retail growth will provide the primary source of revenue for repayment of this debt. The following presents the City's condensed statement of activities for the fiscal years ended September 30,2011 and 2010 as derived from the government-wide statement of activities. Over time, increases and decreases in net assets measure whether the City's financial position is improving or deteriorating. During the fiscal year, the net assets of the governmental activities increased by $8,723,990. This increase includes the acceptance of donated infrastructure of $5,359,200 with the remainder of the increase primarily due to an increase in the rate for general sales tax, use tax, restaurant tax, and rental tax; increase in the wastewater fees; reduction in workforce; and a reduction in operating expenses. CITY OT PRATTVILLE, ALABAMA STATEMENT OF ACTIVITIES GOVERNMENTAL ACTTVITIES Revenues: Program revenues: Charges for services Operating grants, capital grantso and contributions Total program revenues General revenues: Sales tax Property tax Motor fuel taxes Intergovernmental revenues Investment earnings and miscellaneous Total general revenues Total revenues Expenses: General government Public works Public safety Culture and recreation Debt service Total expenses Increase (decrease) in net assets Net assets - beginning Net assets - ending 19,223,850 l3,l 69,478 2011 $ 12,182,897 6,040,953 19,.432,210 2,545,7 50 239,616 153 ,240 259,316 6,984,3 18 7,235,404 13,369,083 2,080,642 2,460,545 8,723,990 ( 17,?08,7.90) $ . (8,4Y,Zrg) 2010 $ 10,840 ,248 2,329,230 16,796,679 2,500,129 240,547 l6l ,534 249,163 22,630,132 19,948,052 40,853,982 33,1 I 7,530 32,129,992 37,634,635 9,124,172 8,7 55,792 14,719,827 2,449,1 84 2,585,660 (4,517 ,105) (y1,691,595) $ ( I 7,?08,700) Expenses and Program Revenues for Governmental Activities Governmental activities increased the City of Prattville, Alabama's net assets by $8,723,990 for fiscal year 2011. The key elements of the increase in net assets are the increases in revenue and the decreases in expenses from the prior year as follows: r Revenues from recurring sources increased by $723,619 due to the increase in sewer fees. o Sales tax revenue increased 92,635,531 of which $1,819,061 is due to the increase in the sales tax rate of I cent. o Personnel expenditures decreased over the prior year by approximately 9.9% which decreased all functional expense categories. o The decrease in public works expenses by $1,520,388 is due to a decrease in personnel expenses and a decrease in operating expenses. o Public safety expenses decreased over the prior year by $1,350,744, primarily due to the decrease in personnel expenses and a decrease in operating expenses. o General government expenses decreased $2,139,854 due to a reduction in funding to City/County Services and Community Initiatives as well as reductions in personnel and operating costs. o lncrease in donated infrastructure of $3,973,400. 9 - 2,000,000.00 4,000,000.00 6,000,000.00 8,000,000.00 10,000,000.00 12,000,000.00 14,000,000.00 16,000,000.00 General government Public safety Public works Culture and recreation Interest on long-term debt Expenses and Program Revenue - Governmental Activity 2011 Expenses 2011 Revenues 2010 Expenses 2010 Revenues 10 Program and General Revenues for Governmental Activities 30% 48% 6% 15% 1% 0% 0% 0% Revenues By Source - Governmental Activities - FYE 2011 Charges for services Sales tax Property taxes Grants and contributions Motor fuel taxes Intergovernmental revenues Miscellaneous Investment earnings 33% 51% 7% 7% 1% 0% 1%0% Revenues By Source - Governmental Activities - FYE 2010 Charges for services Sales tax Property taxes Operating grants & contributions Motor fuel taxes Intergovernmental revenues Miscellaneous Investment earnings Financial Analysis of the City’s Funds As noted earlier, the City of Prattville, Alabama 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 expendable resources. Governmental fund types include general, debt service, capital projects, and special revenue funds. Such information is useful in assessing the City’s financing requirements. Specifically, unassigned fund balance can be a useful measure of a government’s net resources available for spending at the end of the fiscal year. The general fund is the chief operating fund of the City of Prattville, Alabama. As of September 30, 201l, governmental funds reported a combined ending fund balance of $1,548,451, an increase of $2,133,024 in comparison with prior year balance. Of this balance $159,850 is not available for new spending because it is a prepaid item; $643,731 is reshicted public safety and road projects, and capital improvements; $12,185 is committed to sewer improvements; $100,01I is assigned to debt service; and$72,642 is assigned for other purposes. The fund balance of the general fund increased $2,559,815 during the current fiscal year after other financing sources including fund transfers. Total revenue increased 53,903,647 as compared to the prior year. The most significant increase came from the increase in sales tax of $2,635,531 of which $1,819,061 was the result of the I cent sales tax increase. Amount reported as charges for fees and services increased $1,091,142 due to an increase in the sewer charges, Capital Assets and Long-term Debt Administration Capital assets - The City of Prattville, Alabama's investment in capital assets for its governmental activities as of September 30, 20ll was $51,205,094 (net of accumulated depreciation). This investment in capital assets includes land, infrastrucfure, buildings, improvements, construction in progress, vehicles, and machinery and equipment. Major capital asset additions during the year include: Investment in infrastructure of $5,708,670 resulting from donated infrastructure from residential developments, levee improvements, and Cooters Pond improvements, Purchase of vehicles of $32,2 I 8. Purchase of office, non-office, and computer equipment of $ 161,899. CITY OF PRATTVILLE, ALABAMA CAPITAL ASSETS GOVERNMENTAL ACTIVITIES Land Construction in progress Buildings and building improvements Land improvements Vehicles Office, non-office, and computer equipment Infrastructure Total 72,972,347 Additional information on the City's capital assets can be found in Note 5 on page 32 of this report. 2,661,060 447,072 10,713,673 9,134,53 I 5,973,0 | 0 5,697 ,600 38,345,401 ll Long-term debt - As of September 30,2011, the governmental activities had total debt outstanding of $61,478,319. Outstanding debt: Warrants and other notes payable Capital lease payable Post-retirement benefits other than pensions Compensated absences Total 61,47 8,3 l9 The City of Prattuille, Alabama's total debt outstanding decreased by $3,229,683 during the cunent fiscal year. This decrease of net of debt reductions for payments made in accordance with regularly scheduled maturity dates. Additional information on the City's debt can be found in Note 7 of the financial statements. Budgetary Highlights for the fiscal year ending September 30,2011 Budget to actual statements and schedules are provided in the financial statements for the general fund and gasoline tax fund. Columns are provided for both the original adopted budget as well as the final budget. These budgets are followed by columns for actual expenditures and for variances between the final budget and actual expenditures. As of September 30,2011, actual operating revenues for the general fund were more than the budgeted amount by $1,723,807, or 5.2%. The primary reasons for the variance are as follows: Tax revenues were more than budgeted revenue by $1,044,215, which is mainly the increase in sales tax revenue of $723,397 over what was budgeted. Licenses and permits were more than budgeted revenue by $244,494, which consists of an increase in business license revenue of $200,733 over what was budgeted. Charges for fees and services were more than budgeted revenue by $216,305, which is a result in an increase in ambulance revenue and sanitation and sewer fees. As of September 30,201l, actual expenditures were more than budgeted expenditures by $5,338,166 due to the following: Debt service actual expenditures were more than budgeted expenditures by $5,675,506. This is due to the fact that the payment of the bridge loans that the City obtained during the year was not budgeted. Proceeds from these bridge loans were included in the City's other financing sources. General government actual expenditures were more than budgeted by $260,128. Public works actual expenditures were less than budgeted expenditures by $369,213. Cultural and recreational actual expenditures were less than budgeted expenditures by $258,135. 58,105,381 7 48,347 1,353,182 1,27 1,409 t2 Economic Factors and Year 2012 Budget Economic conditions for the City of Pratwille, Alabama remain stable in the current environment. o The City relies on taxes, fees, fines, and charges for services to fund their governmental activities. The primary source of revenue is sales taxes, which comprised approximately 55.77% of general fund revenues in fiscal year 2011. In the current economic climate, the City has instituted a temporary increase to the Crty's sales tax rate to be used to service the City's debt. The unemployment rate for Autauga County, where the City of Prattville, Alabama is located, is cunently 6.8%, which is a decrease over the prior year. The unemployment rate compares favorably to the state's current unemployment rate of 75% and is favorable to the national average rate of 8.5%. The level of taxes, fees, and charges for services have a direct bearing on the City's ability to (a) annex additional land into its corporate limits and (b) encourage development (office, retail, residential, and industrial) to choose to be located in the jurisdiction. The City places emphasis on encouraging both annexation and economic development. Requests for Information This financial report is designed to provide our citizenso taxpayers, customers and investors, and creditors with a general overview of the City of Prattville, Alabama's finances and to demonstrate the City's accountability. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the City Clerk, l0l West Main Sheet, Prattville. Alabama 36067 . l3 BASIC FINANCIAL STATEMENTS THIS PAGE INTENTIONALLY LEFT BLANK CITY OF PRATTVILLE, ALABAMA STATEMENT OF NET ASSETS SEPTEMBER 30. 2OI I PRIMARY GOVERNMENT COMPONENT UNITS HISTORICAL AUTAUGA.PRATTVILLE PRATTVILLE PRATTVILLE GOVERNMENTAL PUBLIC AIRPORT REDEVELOPMENT ACTIVITIES LIBRARY AUTHORITY AUTHORITY ASSETS: Cash and sash equivalents Taxes receivable Accounts receivable, net Inter-governmental receivable Prepaid items Defened debt expense Capital assets, not depreciated $ 1,297,518 $ 1,970,774 g0g,gl4 159,850 1,076,1I I 3,1 08,1 32 189,831 30,077 44,583 106,779 2,626,512 133,481 6,436,303 227,ll0 $ 109,937 $ 43,995 36,366 183,500 250,967Capital assets, net of accumulated depreciation 48,096,962 Restricted assets: Cash and cash equivalents Accounts receivable. net Total assets LIABILITIES: Accounts payable Accrued liabilities Accrued interest Defened revenues Other liabilities Notes payable Long-term liabilities : Portion due or payable in one year: General obligation warrants payable capital leases, and other long-term debt Compensated absences Post-empl oyment benefi ts Portion due or payable after one year: General obligation wanants payable, capital leases, and other long-term debt Compensated absences 56,847,992 Post-employment benefits 1,281,552 Total liabilities NET ASSETS: Invested in capital assets, net of related debt Restricted for: Law enforcement Road projects Debt service Capital projects Cultural and recreational Self insurance fund Unrestricted (deficit) 65,292,702 9,554 139,398 405,174 9,458,560 514,828 2,619 74,102 22,734 32,168 24,491 45,850 603,398 200,777 57,521 701,991 246,627 133,481 8,434,926 94,405 251 213,921 227 ,238 268,201 1,967,859 492,053 836,047 518,424 1,000,000 3,455,134 779,233 71,630 54,398,594 492,176 33,144,191 162,145 256,012 5 225,574 8,776 966 !42,282,3,72 Total net assets $. .(8,484,719) $ The accompanying notes are an integral part of these financial statements. 347,653 $ 8,756,569 $ 268,201+- - l4 CITY OF PRATTVILLE, ALABAMA STATEMENT OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2OII PROGRAM REVENUE NET (E)(PENSE) REVENUE AND CHANGES IN NET ASSETS PRIMARY GOVERNMENT COMPONENT UNITS E)(PENSES FINES. FEES, OPERATING A}.ID CHARGES GRANTS AND FORSERVICES CONTRIBUTTONS CAPITAL GRANTS AND GOVERNMENTAL CONTRIBUTIONS ACTIVITIES AUTAUGA- PRATTVILLE PUBLIC LTBRARY HISTORICAL PRATTVTLLE PRATTVTLLE AIRPORT REDEVELOPMENT AUTHORTTY AUTHORITY ACTIVTTIES: Primary government: Govemmental activities: General government Public safety Public works Cultural and recreational Interest on long-term debt Total primary government Component units: Autauga-Pratwille Public Library Prattvi I le Airport Authority Historical Prattvil le Redeve lopment Authority $ 6,984,318 $ 4,990,89413,369,083 1,553,044 $7,235,404 5,400,680 2,080,642 238,279 $ 543,257 $ 31,906 $486,606 206,588 193,703 $ 227,590 5,619,660 91,310 $34,808 590,334 (1,993,424) (11,394,746) 3,784,936 (1,942,363) 2,460,545 (2,460,545) s nln9n s nJu,89? $ 193,703 $ 5,84?,250 (13,906,142) (Jl (395,233) 310,316 18,473 (395,233) 310,316 18,473Total component units 42,076 60,549 $ 1,071,939 $ 299 $ 81,310 S 6X,tn General revenue: Sales taxes Real and personal property taxes lntergovernmental revenues Investment earnings Miscellaneous revenue Total general revenues CHANGE IN NET ASSETS NET ASSETS - BEGINNING NET ASSETS. ENDING 19,432,210 2,545,750 392,856 32,621 226,695 385"000 1,500 369 5,000 ll6 5,1 1622-630.132 386.500 9,723,990 (8,733 ) 3 10,685 23,589 (17,208,700) 356,386 8,445,884 244,612 $ (8,484,710) S 347,653 $ 8,756,569 $ 268,201 The accompanying notes are an integral part of these financial statements. CITY OF PRATTVILLE, ALABAMA BALANCE SHEET GOVERNMENTAL FTJNDS SEPTEMBER 30, 2OI I CAPITAL PROJECTS GENERAL FLINDS DEBT OTHER TOTAL SERVICE GOVERNMENTAL GOVERNMENTALFIINDS FUNDS FUNDS ASSETS: Cash and cash equivalents Receivables: Taxes receivable Accounts receivable, net Prepaid items Restricted assets: Cash and cash equivalents Total assets LTABILTTIES AND FUND BALANCES: Liabilities: Accounts payable Accrued liabilities Other liabilities Total liabilities Fund balances: Nonspendable: Prepaid items Restricted for: Law enforcement Road projects Capital improvements Cultural and recreational Self-insurance fund Debt service Committed to: Sewer improvements Assigned to: Debt service Other purposes Unassigned Total fund balances Total liabilities and fund balances $ 4,046,t60 $ 224,610 $ 5 $ 256,012 $ 4,526,787-.'-- - $ 9A5,646 1,970,774 820,064 159,850 189,826 $ 135,860 88,750 256,0t2 $1,297 ,518 1,970,774 908,814 159,850 189,831 $ 1,967 ,859 492,053 518;4?4 1,979,336 159,850 162,145 964 $ 224,610 9,776 966 1 2,1 85 100,01 I 72,642 550,285 I,967,859 492,053 518,424 2,978,336 256,012 159,850 162,145 256,012 225,57 4 8,776 966 5 12,185 I 00,01 I 72,642 550,285 1,067 ,824 224,610 256,012 1,548,451 ,1r9,46,t69 _S 224,6!0__$_:_ $ , , 256,912 $ , =, !,526J8? The accompanying notes are an integral part of these financial statements. l6 CTTY OF PRATTVILLE. ALABAMA RECONCILIATION OF BALANCE SHEET OF GOVERNMENTAL FI.JNDS TO STATEMENT OF NET ASSETS SEPTEMBER 30.2OI I Difrerences in amounts reporled for govemmental activities in the statement ofnet assets on page 14. Total fund balances - govemmental funds Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the govemmental funds. Those assets consist of: Land Construction in progress Land improvements, net of $5,087,250 accumulated depreciation Buildings and building improvements, net of$3,181,100 accumulated depreciation Office, non-office, and computer equipment, net of $3,630,678 accumulated depreciation Vehicles, net of $4,484,137 accumulated depreciation Infrastructure, net of $5,3 83,888 accumulated depreciation Total capital assets Defened debt expenses are allocated over the life of the debt and are shown net of amortization expense as an asset on the statement of net assets. Long-term liabilities, including general obligation warrants payable and capital leases, are not due and payable in the current period and, therefore, are not reported in the governmental funds. Balances at September 30, 201 I were: Accrued interest on bonds General obligation warrants and other notes payable Unamortized net premium Capitalized lease obl igations Compensated absences Post-employment benefit plans other than pensions Total long-term liabilities Total net assets of governmental activities The accompanying notes are an integral part of these financial statements. $ 2,661,060 447,072 4,047,281 7,532,573 2,066,922 1,488,673 32,961,513 836,047 57,718,523 386,858 748,347 | ,27 | ,409 1,353,182 $ 1,548,451 5l ,205,094 I ,076,1 I I (62,314,366\, $ (8,484,710) t7 CITY OF PRATTVILLE, ALABAMA STATEMENT OF REVENUES. EXPENDITURES, AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS FOR THE YEAR ENDED SEPTEMBER 30. 2OI I GENERAL CAPITAL PROJECT FUNDS DEBT SERVICE FUNDS OTHER TOTAL GOVERNMENTAL GOVERNMENTAL FUNDS FUNDS REVENUES: Sales taxes Real and personal property taxes Licenses and permits Intergovernmental revenues Charges and fees for services Fines and forfeitures Interest Miscellaneous revenues Total revenues EXPENDITURES: Current: General governmental Public works Public safety Cultural and recreational Capital outlay Debt service: Principal payments Interest and fiscal charges Total expenditures Excess ofrevenue over (under) expenditures OTHER FINANCING SOURCES (USES): Proceeds from notes payable Transfers in Transfers out Total other financing sources (uses) NET CHANGE IN FUND BALANCE FUND BALANCE . BEGINNING FUND BALANCE. ENDING s 19,432,210 2,545,7 50 4,990,894 6,655,705 536,298 32,611 6!7,?8e 34,841,457 5,827,204 6,516,302 12,712,387 1,749,355 194.668 $ 260,469 260,460 146,667 3,1 55 283,468 6,463,190 182,8J233,645,939 433,29-0 1,195,519 _ (172,839) 5,637,303549,862 136,457 - (4,822,869) 1,364,296 136,457 2,559,815 (36,373) (1,491,991) .260,983_ $ 1,067,824 $ 224,61A l0 392,856 392,856 19,432,210 2,545,7 50 4,990,894 392,856 6,655,705 536,298 32,621 35,494,783l0 (80,173) 5,973,871 6,519,457 12,712,387 1,749,355 478,136 9.073,190 2,49?,666 38,999,062 2,610,000 2,309.,834 4,919334 (4,91P,824)_ 4,839,65 | 80,178 392,856 . (3,594,279) 5,637,303 5,525,970 566.257 (584,573)w @ffi# (310,245) 2,133,024 The accompanying notes are an integral part of these financial statements. CTTY OF PRATTVILLE. ALABAMA RECONCILIATION OF STATEMENT OF REVENUES. EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO STATEMENT OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2OI I Differences in amounts reported for govemmental activities in the statement of activities on page I 5. Net change in fund balance - total govemmental funds $ 2,133,A24 Capital outlay, reported as expenditures in govemmental funds, is shown as capital assets in the statement ofnet assets. 443,47t Donations ofcapital assets increase net assets in the statement ofnet assets but do not appear in the govemmental funds because they are not financial resources. 5,359,200 Depreciation expense on govemmental capital assets included in the govemmental activities in the statement ofactivities. (2,353,180) The net effect oftransactions involving the sale ofcapital assets is to decrease net assets in the statement of net assets. Q7,762) Loan proceeds provide cunent financial resources to the govemmental funds and thus contribute to the change in fund balance, However, issuing debt increases long-term liabilities in the statement of net assets: Notes payable Repayment of long-term debt is reported as an expenditure in governmental funds, but a reduction of long-term liabilities in the statement of net assets: Capitalized I ease obl i gati ons General obl igation warrants payable Notes payable 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; Accrued interest payable Compensated absences Post-employment benefit plans other than pensions Govemmental funds report the effect of issuance costs, premiums and discounts, and similar items when debt is first issued, whereas these amounts are deferred and amoriized in the statement of activities: Amortization Change in net assets of governmental activities (5,637,303) 9,073,I 90 (221,822\ (34,835) The accompanying notes are an integral part of these financial statements, .(5,617,303) 491,497 2,944,390 . s,637J03 32,121 17,897 .-, (?7l ,810) ,(34,835) $-, 8,??3J90 l9 CITY OF PRATTVILLE. ALABAMA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL GENERAL FUND FOR THE YEAR ENDED SEPTEMBER 30. 20I I BUDGETED AMOUNTS ACTUAL AMOUNTS BUDGETARY BASISORIGINAL FINAL VARIANCE WITH FINAL BUDGET . POSITIVE (NEGATIVE) REVENUES: Taxes. Ad valorem taxes Sales taxes Salestaxes-lcent Local gasoline tax Cigarette tax Whiskey tax Beer tax Wine tax ABC sales tax Excise tax Lodging tax Rental tax Total taxes Licenses and permits: Business licenses Yard sale permits Franchise fees Building permits and inspection fees Zoningand plat fees Total licenses and permits Charges and fees for services, Ambulance fees Sewer charges Sanitation fees Sewer impact fees Street cut/repairs Recreation rentals Total charges and fees for services 2l I.500 2l l,500 - !8,0q0 l8,00q 4 ,7 46,400 _!,7 46,40L $ 2,484,600 13,927,145 2,000,000 845,000 150,000 44,000 215,000 15,000 42,000 19,000 975,000 2l7,000 20,933 ,7 45. 4,122,000 4,900 390,000 $ 2,484,600 13,927,145 2,000,000 845,000 l50,000 44,000 215,000 15,000 42.000 19,000 975,000 2l 7,000_ 20,933 !U5 _ 4,122,004 4,900 390,000 2,545,7 50 14,831 ,481 I ,8 | 9,061 886, I 35 | 55,641 53,504 223,157 | 5,254 40,473 16,647 I ,090,I 08 3A0,7 49 6l ,l 50 904,336 (180,939) 4l,l 35 5,641 9,504 8,1 57 2s4 (1,527) (2,353) I I 5,108 83,7 49 2l,977,960 044 "215 4,322,733 4,47 5 423,017 202,479 38, I 90 200,7 33 (425) 33,017 (9,021) 24,190 4,990,894 244,494 900,000 2,81 5,000 2,306,500 l47,000 4,400 266,500 6,439 ,400 900,000 2,8 | 5,000 2,306,500 | 47,000 4,400 ?66,500_ 6,439,400 1,016,746 2,900,51 8 2,418,504 80,754 804 238,279 | 16,7 46 95,6l g l 12,004 (66,246) (3,596) ]2822\L 6.6s5.705 216,305 (Continued) The accompanying notes are an integral part of these financial statements. 20 CITY OF PRATTVILLE, ALABAMA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FLIND BALANCES BUDGET AND ACTUAL GENERAL FUND FOR THE YEAR ENDED SEPTEMBER 30, 2OI I ORIGINAL FINAL ACTUAL AMOUNTS VARTANCE WITH BUDGETARY FINAL BUDGET - BASIS POSITryE NEGAIryEL BUDGETED AMOUNTS REVENUES: (continued) Fines and forfeitures: Court fines Conection fund Drug proceeds Court costs Total fines and forfeitures Miscellaneous revenues : Donations County commission - RTJ Interest income Accident reports Friday night live club Miscellaneous income Parades Performing and creative arts Penalties Sale of surplus equipment Stanley stadium Swimming pool concessions Lambert property tower Grant income Insurance proceeds Bullet proof vest grant Law enforcement BG funds Total miscellaneous revenues 57,500 ,52,q00y9,700 :149,700 336,700 55,500 75,000 50,000 45,000 10,700 1,000 52,978 7,800 25,500 17,000 6,000 5,500 7,200 179 ,7 49 10,000 5,700 336,700 55,500 429,073 22,630 16,410 68. I 85 92,373 22,630 (39,090) 10,685 s36"298 86.598 75,000 50,000 45,000 10,700 1,000 52,978 7,800 25,500 17,000 6,000 5,500 7,200 221,727 10,000 5,700 85,000 32,611 8,417 40,494 5,245 44,146 47,836 15,566 2,950 1,518 14,460 328,745 46,164 310 7,238 10,000 (50,000) (12,389) (2,283) ( I,000) (t2,484) (2,555) 18,646 30,836 9,566 (2,650) 1,518 7,260 107,01 8 36,164 (5,390) (62) Total revenues 7,300 7,300 , 59.6,4?7 548,405 $ 33,075,672 $ 33,117,65A 690.600 1 32.1 95 34,84r,457 1,723,807 (Continued) The accompanying notes are an integral part of these financial statements. CITY OF PRATTVILLE" ALABAMA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FLTND BALANCES BUDGET AND ACTUAL GENERAL FLIND FOR THE YEAR ENDED SEPTEMBER 30" 2OI I ACTUAL AMOTINTS BUDGETARY BASIS BUDGETED AMOUNTS VARIANCE WITH FINAL BUDGET - POSTTTVE OIEGATTVE)oRrqrNAL $ 208,261 197,221 270,694 605,657 257, I 58 334,146 991,928 891,694 85 5,000 145,000 5qq,3-6 | 5,257 ,l?0 1,136,439 | ,725,955 1,159,794 2,336,999 FINAL EXPENDITURES: General government: Executive Legislative Judicial Administrative finance Administrative city clerk Human resources Information technology Vehicle maintenance Sales tax incentives Cify/County services ' o'ffi:i ,J#l';' L"Jj, -,,, ", Public works: Street Sanitation Planning and development Wastewater Urban management un*t"TrT"bric works Public safety: Police Fire Total public safety Cultr"rral and recreation : Leisure services Performing and creative art Total cultural and recreation Debt service: Principal Interest Total debt service $ 212,842 197,280 278,244 605,657 258,286 334,283 991,928 892,194 85 5,000 145,000 500,36 ! 5,?7-l-;075. 1,202,001 | ,729,213 | ,l59 ,794 2,336,999 $ 265,419 l7l,l38 399,677 688,708 339,177 515 ,47 4 1,097 ,594 852,067 889,732 145,000 | 67 ,217 (52,577) 26,142 (tzt,433) (83,051) (80,891) (l8l,l9l) ( I 05,666) 40,127 (34,732) 333,144 5,53 1,203 (260,128) 686,553 1,701,084 1,086,954 2,098,085 358, I 25 670.8 I 3 515,448 28,129 72,840 238,914 (358,125) (127,991)542,820 542,824 6,2,02,00q - p,9.70,827 - 6,223,059 6,223,0596,4sq,?ll 6,495,?58 I 2,6q0,91 7 t2,7 L?,017 1,800,048 1,800,326 . 207 ,164 .?W ,1642,0a7,212 2,007,4?A 821,042 821,042 t 4,9 ,47 ! 149 ,+7 4 97 0,516 97 0,516 6,601 ,614 369,213 6,228,005 6,529,07 5 (4,946) (33,1 l7) 12,7 5l ,084 (38,063) I ,591 ,184 l58,l7l 209,142 48,993 | ,7 49,355 258, I 35 6,463,190 t82.832 (5,642,,1 48) (33,358) 6,646,022 (5,675,5 06) (Continued) The accompanying notes are an integral part of these financial statements. 22 CITY OF PRATTVILLE, ALABAMA STATEIVIENT OF REVENUES, EXPENDITURES, AND CHANGES TN FUND BALANCES BUDGET AND ACTUAL GENERAL FUND FOR THE YEAR ENDED SEPTEMBER 30, 2OI I EXPENDITURES : (continued ) Transfers: Transfers to component units Total transfers Total expenditures ACTUAL AMOTJNTS VARIANCE WITH BUDGETED AMOUNTS BUDGETARY FINAL BUDGET. ORIGINAL FINAL BASIS POSITTVE (NEGATIVE) $ 277 ,73a $ 277 ,732 S 26.2,54? $ 8,1 83 277,732 277 ,732 269,549 (4,919,903) (4,919,903) (4,686,412) (136,457) 549,862 Transfers to debt service fund Transfers to capital improvement fund Transfer from special revenue fund Proceeds from notes payable Total other financing sources (uses) Deduct other reconciling items to adjust from budgetary basis to modified accrual basis: Change in encumbrances NET CHANGE IN FUND BALANCE, MODIFIED ACCRUAL BASIS FUND BALANCE - BEGINNING FUND BALANCE - ENDING The accompanying notes are an integral part of these financial statements. 8,1 83 282024,603 28;216,657 33,554,9,23, (5,338,1 66) Excess ofrevenues over (under) expenditures 4,981,069 4,90!p93 1,286,634 (3,614,359) Other financing sources (uses): 233,491 (t36,457) 549,862 Net change in tund balance, budgetary basis _$ 266)66_ _$_0_U19I 2,650,930 -{-?,669,!19 205,000 G,714.903) @.919.903) 1,364,296 6,284,199 . (el,lls) - (?l'l lJ) 2,559,81 5 ( I ,491 ,991 ) $ = 1,067,,824 23 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI I NOTE I - SUMMARY OF SIGNIFICANT ACCOI.JNTING POLICIES: Reporting entity - The City of Prattville, Alabama (the City) was incorporated under the laws of the State of Alabama in 1839 and operates under a Mayor-Council form of government. The Mayor is elected at large and all seven council members are elected by districts for concurrent terms of four years. As required by accounting principles generally accepted in the United States of America, the financial statements of the reporting entity include those of the City of Prattville, Alabama (the primary government) and its component units. The component units discussed below are included in the City's reporting entity because of the significance of its operational or financial relationship with the City. Each discretely presented component unit is reported in a separate column in the government-wide financial statements to emphasize that it is legally separate from the City. The component unit's column in the combined financial statements includes the financial data of the Autauga-Prattville Public Library (the Library), the Prattville Airport Authority (the Authority), and the Historic Prattville Redevelopment Authority (HPRA), which are determined to be component units of the City. The Library operates for the benefit of the City and Autauga County residents. The City annually provides significant operating subsidies to the Library and appoints its governing body. Based on this criteria, the Library is included as a component unit of the City for the year ended September 30, 2011. The Library operates on a fiscal year ending September 30. Complete financial statements of the Library can be obtained at its administrative office located in Prattville, Alabama. The Prattville Airport Authority was established for the purpose of acquiring, operating, constructing, and developing airport and industrial facilities. The City appoints the governing body and became obligated under a federal grant initiated by the Authority in September 2000. Based on this criteria, the Authority is included as a component unit of the City for the year ended September 30, 201 L The Authority also operates on a fiscal year ending September 30. Complete financial statements of the Authority can be obtained at its administrative office located in Prattville, Alabama. The Historic Prattville Redevelopment Authority (HPRA) was formed to promote trade and commerce by inducing commercial enterprises to upgrade, improve, modernize, and expand existing facilities and to locate new facilities to the central business district of Prattville. The City annually provides operating subsidies to the FIPRA and appoints its governing body. Based on this criteria, the HPRA is included as a component unit of the City for the year ended September 30, 201L The City's officials are also responsible for appointing the members of the boards of other organizations, but the City's accountability for these organizations does not extend beyond making the appointrnents. The City Council appoints board members to the Water Works Board of the City of Prattville, the Capital Improvement Cooperative District of the City of Prattville, the Commercial Development Authority of the City of Prattville, the Industrial Development Board of the City of Prattville, and three of the seven members of the Autauga County Emergency Management District. These entities are not considered component units of the City; therefore, their financial information is not reflected in the Citv's financial statements. 24 CIry OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI I NOTE I - SUMMARY OF SIGNIFICANT ACCOTINTING POLICIES: (continued) Government-wide and fund financial statements - The basic financial statements consist of the government-wide financial statements and fund financial statements. Government-wide financial statements are comprised of the statement of net assets and the statement of activities. The City has determined that there are no business-type activities. The effects of interfund activity have been removed from these statements. Governmental activities generally are financed through taxes, intergovernmental revenues, and other nonexchange transactions, The statement of activities demonstrates the degree to which the direct expenses of the City's governmental activities are offset by the City's program revenues. Direct expenses are those that are clearly identifiable with a specific program or function. Program revenues are classified into three categories: (l) fines, fees, and charges, (2) operating grants and contributions, and (3) capital grants and conhibutions. Charges for services refer to direct recovery from customers for services rendered. Grants and contributions refer to revenues restricted for specific programs whose use may be restricted further to operational or capital items. The general revenues section displays revenue collected that helps support all functions of government and contribute to the change in the net assets for the fiscal year. The fund financial statements follow and report additional and detailed information about operations for major funds individually and nonmajor funds in the aggegate for governmental funds. A reconciliation is provided that converts the results of governmental fund accounting to the government-wide presentations. The City reports the following major governmental funds: General fimd - This 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. Capital projects funds - Capital projects funds are used to account for financial resources used for the acquisition or construction of major capital facilities. Debt service fund - The debt service fund is used to account for the resources accumulated and payments made for principal and interest on general long-term debt. Measurement focus. basis of accounting. and financial statement pres.entation - Government-wide financial statements - The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of when the related cash flows take place, Nonexchange transactions, in which the City gives (or receives) value without directly receiving (or giving) equal value in exchange, include property taxes, grants, entitlements, and donations. On an accrual basis, revenue from property taxes is recognized in the fiscal year for which the taxes are levied. Grants and similar items are recognized as revenue in the fiscal year in which all eligibility requirements imposed by the provider have been met. 25 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCI,AL STATEMENTS SEPTEMBER 30. 2OI I NOTE I - SUMMARY OF SIGNIFICANT ACCOLJNTING POLICIES: (continued) Governmental fund financial statements - The 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 when they are collectible within 90 days after year-end. Sales taxes, gasoline taxes, grants, donations, and interest revenue are all considered to be susceptible to accrual. Deferred revenue arises when assets are recognized before revenue recognition criteria have been satisfied. All other revenue items are considered to be measurable and available only when cash is received by the City. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgements, are recorded only when payment is due. Allocations of cost, such as depreciation and amortization, are not recogtrized in governmental funds. General capital asset acquisitions are reported as expenditures in governmental funds. Proceeds of general long-term debt and acquisitions under capital leases are reported as other financing sources. Under the terms of grant agreements, the City funds certain programs by a combination of specific cost-reimbursement grants, categorical block grants, and general revenues. Thus, when program expenses are incurred, there are both restricted and unrestricted net assets available to finance the program. It is the City's policy to first apply cost-reimbursement grant resources to such programs, followed by categorical block grants, and then by general revenues. All governmental activities of the City follow FASB Statements and Interpretations issued on or before November 30, 1989, Accounting Principles Board Opinions, and Accounting Research Bulletins, unless those pronouncements conflict with GASB pronouncements. Cash and cash eouivalents - Cash and cash equivalents are considered to be cash on hand, demand deposits, and short-term investments with original maturities of three months or less from the date of acquisition. Properly tax calendar - All ad valorem taxes levied by the state, county, and any municipality in Autauga County are assessed by the Tax Assessor and collected by the Tax Collector of Autauga County. The Autauga County property tax calendar requires the Tax Assessor to assess and attach taxes as enforceable liens on property as of September 30 and are due October I through December 3l of the following year. Property taxes that have not been paid by January I are considered delinquent. Tax collections received by the County Tax Collector are remitted to the City on a monthly basis. Receivables - 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 inter-fund loans) or 'oadvances tolfrom other funds" (i.e., the non-current portion of inter-fund loans). All other outstanding balances between funds are reported as "due to/from other funds." 26 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI I NOTE I - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: (continued) Prepaid items - Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government-wide and fund finanoial statements. Inveqtory Governmental fund inventories are reported than capitalized as an asset. The City has no significant therefore none are reported on the statement of net assets. ASSET CLASS as an expenditure when purchased rather inventories as of September 30, 20ll and Restricted assets - Resources from federal and state gtants are classified as restricted assets on the balance sheet. Certain resources from federal and state grants set aside for airport improvements are classified as restricted assets on the statement of net assets of the Prattville Airport Authority because their use is limited by their funding agreement. Capital assets - Capital assets, which include property, plant, equipment, and infrastructure assets (e.g. roads, bridges, sidewalks, and similar items), are reported in the governmental-type activities column in the government-wide financial statements. Such assets are recorded at historical cost or estimated historical cost. Donated capital assets are recorded at their estimated fair value at the date of donation. The cost of normal maintenance and repairs that do not add to the value of the asset or materially extend assets' lives are not capitalized. Capital assets of the primary government and the Autauga- Prattville Public Library, a component unit, are depreciated using the straight-line method over the following estimated useful lives: ESTIMATED USEFUL LTVES CAPITALVATION THRESHOLD Buildings and building improvements Land improvements Vehicles Office, non-office, and computer equipment Infrastructure 40 years 20 years 5 - 15 years 3 - 20 years 50 years 25,000 25,000 5,000 5,000 50,000 27 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCI.AL STATEMENTS SEPTEMBER 30.2O1I NOTE I - SUMMARY OF SIGNIFICANT ACCOLINTING POLICIES: (continued) Capital assets of the Prattville Airport Authority, a component unit, are depreciated using the straight-line method over the following estimated useful lives: ASSET CLASS Land improvements Building and improvements Furniture and equipment Runways ASSET CLASS Machinery and equipment Land improvements Buildings ESTIMATED USEFUL LTVES CAPITALTZATION THRESHOLD 5,000 5,000 5,000 5,000 CAPITALIZATION THRESHOLD 5,000 25,000 25,000 20 years 3 - 25 years 5 - 7 years 8 - 25 years Capital assets of the Historic Prattville Redevelopment Authority, a component unit, are depreciated using the straight-line method of depreciation over the following estimated useful lives: ESTIMATED USEFUL LTVES l0 years 20 years 40 years The City has historical assets including statues and fountains that are not capitalized, in accordance with established criteria. Specifically, the historical assets are held for reasons other than financial gain, The assets are protected, kept unencumbered, cared for and preserved, and are subject to a City policy requiring that sales proceeds from any historical assets be used to acquire similar assets. Compensated absences - The City allows employees to accumulate vacation and sick leave up to certain limits for use in subsequent periods. Upon termination of employment, an employee receives payment of accumulated vacation hours up to a maximum of 360 hours at current wage rates. Upon retirement, an employee can receive payment of 50% of accumulated sick leave hours up to a maximum of 360 hours at current wage rates. All vacation and sick pay is accrued when incurred in the government-wide financial statements up to certain limits for use in subsequent periods. A liability for these amounts is reported in governmental funds only if they have matured, for example, as a result of employee resignations and retirements. Long-term obligations - In the government-wide financial statements, long-term obligations are reported as liabilities in the 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 effective interest method. Bonds payable are reported net of the applicable bond premium or discount, Bond issuance costs are reported as deferred charges and amortized over the term ofthe related debt. 28 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI I NOTE I - SUMMARY OF SIGNIFICANT ACCOTINTING POLICIES: (continued) In the fund financial statements, governmental fund fypes 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. Lease obligations - Capital lease obligations are stated at the original fair market value of leased assets capitalized, less payments since the inception of the lease discounted at the implicit rate of interest in the lease. Also, in the year an asset is acquired by capital lease, the expenditure for the asset and the offsetting amount of the financing source are reflected in the fund financial statements in the statement of revenues, expenditures, and changes in fund balances. Capital lease obligations of governmental activities in the government-wide financial statements and the cost of assets so acquired are reflected in the accounts of those funds and statements. Fund balance - In accordance with Governmental Accounting Standards Board Statement 54, Fund Balance Reporting and Governmental Fund Type Definitions, the City classifies government fund balance as follows: Nonspendable - includes fund balance amounts that cannot be spent either because it is not in spendable form, or for legal or contractual requirements. This would include inventories, deposits, and prepaid items. Restricted - includes fund balance amounts that are constrained for specific purposes which are externally imposed by providers, such as creditors or amounts constrained due to constitutional provisions or enabling legislation. Committed - includes fund balance amounts that can be used only for the specific purposes that are internally imposed by formal action of the government's highest level of decision making authority. Commitments may be charged by the government taking the same action that imposed the constraint initially. Contractual obligations are included to the extent that existing resources in the fund have been specifically committed for use in satisffing those contractual obligations. Fund balance is committed by the City Council by ordinance. Assigned - includes spendable fund balance amounts that are intended to be used for specific purposes that are neither considered restricted or committed. This indicates that resources in these funds are, at a minimum, intended to be used for the purpose of that fund. Fund balance may be assigned by the City Council or the Mayor. Unassigned - includes residual positive fund balance within the general fund which has not been classified within the other above mentioned categories. Unassigned fund balance may also include negative balances for any governmental fund if expenditures exceeds amounts restricted, committed, or assigned for those specific purposes. 29 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI I The City considers restricted amounts to have been spent when an expenditure is incurred for purposes for which both restricted and unrestricted fund balance is available. The City considers committed, then assigned amounts to have been spent when an expenditure is incurred for purposes for which amounts of unrestricted fund balance is available. Management estimates and assumptions - The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amount of revenues and expenses during the reporting period. Actual results could vary from estimates used. NOTE 2 - STEWARDSHIP, COMPLIANCE, AND ACCOI"INTABILITY: Budgets and budgetary accounting - The budget is adopted annually at the beginning ofeach fiscal year for the general fund and the state gasoline tax fund. The Council must approve transfers of appropriations or revisions between and among government function categories. Management can approve transfers within government function categories only. Actual expenditures should not exceed appropriations in governmental function categories. Appropriations lapse at the end of the fiscal year. In addition to the legally adopted budget, formal budgetary integration is employed as a management control device during the year for the general fund. Budgets for the above-mentioned funds are adopted on a basis other than accounting principles generally accepted in the United States of America (GAAP) insofar as encumbrances are included with expenditures. Reconciliation of expenditures reported in accordance with GAAP and those presented in accordance with the Non-GAAP budgetary basis are noted below. Encumbrance accounting is employed in governmental funds. Encumbrances (e.g., purchase orderso contracts) outstanding at year-end are reported as restricted or assigned fund balance and do not constitute expenditures or liabilities of the fund. The only exoeption to this rule is the Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget to Actual - General Fund. Actual expenditures in this statement include outstanding encumbrances at September 30, 201I of $55,667. Encumbrances are included in the actual expenditure figures on this statement so that a meaningful comparison can be made with the adopted budget. 30 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2OII A reconciliation of the two statements is as follows: Excess of revenues and other financing sources over expenditures and other uses (GAAP basis) Encumbrances at beginning of the year Encumbrances at end of the year Excess of revenues and other financing sources over expenditures and other uses - actual (non-GAAP budgetary basis) GENERAL FUND $ 2,559,815 t46,782 (55 ,667) 2,650,930 As of September 30, 2011, the City included the encumbrances as part of the major governmental funds. Excess of expenditures over appropriations - The City exceeded budgeted appropriations by $5,338,166 primarily due to the repayment of two short-term loans which were executed and repaid during the fiscal year. These transactions were not included in the budget. The repayment of these loans resulted in excess debt service expenditures in the amount of $5,675,506 as compared to budget. The proceeds of the short-term loans are included in the City's other financing sources which also exceeded budgeted amounts by $5,637,303. NOTE 3 - CASH, CASH EQUIVALENTS, AND INVESTMENTS: Deposits - Custodial credit risf - The City's investment policy requires that bank deposits be fully insured by the Federal Deposit Insurance Corporation or be covered under the Security for Alabama Funds Enhancement (SAFE) Program. The SAFE program is a multiple financial collateral pool administered by the State Treasurer according to State of Alabama statute. NOTE 4 - RECEIVABLES: Accounts receivable are stated at the amount management expects to collect from balances outstanding at year-end. Based on management's assessment, it has concluded that realization losses on balances outstanding at year-end will be immaterial. Receivables as of year end are considered fully collectible and are recorded atnetrealizable value. 31 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI I NOTE5.CAPITALASSETS: Capital asset activity for the year ended September 30,2011 was as follows: BEGINNING ENDING BALANCE INCREASE DECREASE BALANCE Governmental activities : Capital assets, not being depreciated: Construction in progress $ 547,182 $ 249,360 $ 349,470 I 447,072 Land 2,661,060 Total capital assets, not - 2,661 ,060 -- being depreciated 3.208,242 249,360 349,470 3,108,132 Capital assets, being depreciated: Buildings and building lmprovements Land improvements Vehicles Office, non-office, and lmprovements Land improvements Vehicles Office, non-office, and computer equipment Infrastructure Total accumulated 2,906,007 27 5,0934,609,544 477,706 10,713,673 9,134,531 10,713,673 9,134,531 3,1 8 1,100 5,087,25 0 7,484,599 32,218 1,543,807 5,973,010 computer equipment 6,210,484 161,899 674,783 5,697,600 Infrastructure Total capital assets, 32,636,731 5f,9351!_ 38,345,401 being depreciated 66,180,018 5.902,787 2,218,590 69,864,215 Less accumulated depreciation for: Buildings and building 5,544,301 446,081 1,506,045 4,484,337 3,808,042 497 ,419 67 4,783 3,63A,678 4,727,007 65ff!l_ 5,383,888 depreciation 21,594,901 2.353,180 2,180,828 21.767.253 Total capital asset, being depreciated, net 44,585,117 3,549,607 37.762 48,096,962 Governmental activity capitalassets, net $ 47,793,359 S 3,798,967 $ 3Y,232 _$-51,201921- 32 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI I NOTE 5 - CAPITAL ASSETS: (continued) Depreciation expense was charged to functions/programs of the primary government as follows: Governmental activities: General government Public works Public safety Cultural and recreational $ 721 ,667 681 ,841 618,384 33 1,288 Total depreciation expense - governmental activities _[_2,353,]!9_ Component units - Capital asset activity for the Autauga-Prattville Public Library for the fiscal year ended September 30, 2011 is as follows: BEGINNING ENDING BALANCE TNCREASE DECREASE BALANCE Capital assets, being depreciated: Equipment Total capital assets, being depreciated Less: Accumulated depreciation s 206,986 s 16,484 $ 223,470 2A6,986 16,484 223,470 60,038 29,951 89,989 Total capital assets, being depreciated, net -$_Jqel!- _q_(13,46i) _q -_ -q_133,191_ 33 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCI.AL STATEMENTS SEPTEMBER 30.2OI I NOTE 5 - CAPITAL ASSETS: (continued) Capital asset activity for the Prattville Airport Authority for the fiscal year ended September 30,2011 is as follows: BEGINNING BALANCE INCREASE ENDING DECREASE BALANCE Capital assets, not being depreciated: Land Construction in progress Total capital assets, not being depreciated Capital assets, being depreciated: Land improvements Runways Building improvements Furniture and equipment Total capital assets, being depreciated Less : Accumulated depreciation Land improvements Runways Building improvements Furniture and equipment Total accumulated depreciation Total capital assets, being depreciated, net Net total capital assets 2,593,729 32,783 s 2,593,729 32,783 $ 2,593,729 32,783 2,626,512 $ 51,508 8,91 8,371 543,860 51,508 1,442,418 5,933,707 1,415,67 6 126,570 528,447 15,413 1,442,418 6,462,154 | ,415,67 6 90,47 5 9,110,723 414,152 2,129,132 386,669 44,467 . 2,97 4,420 342,031 l,9l 7 ,372 355,246 80,223 72,121 211,7 60 31,423 7,848 43,604 2,694,872 323,152 43,604 6,223,499 220,708 7,904 6,436,303 $ 8,817 ,228 s 253,491 -- s 9,062,815 -- 7,904 34 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCTAL STATEMENTS SEPTEMBER 30, 2OII Capital asset activity for the Historic September 30, 201I is as follows: Capital assetso not being depreciated: Land Total capital assets, not being depreciated Capital assets, being depreciated: Land improvements Building improvements Machinery and equipment Total capital assets, being depreciated Less: Accumulated depreciation Total capital assets, being depreciated, net Total capital assets, net Prattville Redevelopment Authority for the fiscal year ended BEGINNING BALANCE INCREASE ENDING DECREASE BALANCE 183,500 $ l83,5po 183,500183,500 12,000 285,000 23,000 12,000 285,000 21,000 320,000320,000 60,208 $ 8,825 69,033 259,792 (8,[2s)250,967 $ 443,292 -- (8,825)$ $ 434,467:: NOTE 6 - INTERFUND BALANCBS: Interfund transactions are generally used to meet cash demands necessary to pay operating expenditures. These amounts should be repaid during the next fiscal year. Amounts reported in the fund financial statements as interfund receivables and payables are eliminated in the entity-wide governmental column of the statement of net assets. There are no interfund balances as of September 30, 201L Transfers were made primarily from the general fund and nonmajor funds to major governmental funds for capital improvements, debt service payments, and to pay salaries for those employees who maintain the City's streets. 35 Interfund transfers: TRANSFER OUT CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2OII TRANSFER IN GENERAL FUND CAPITAL PROJECTS FLTND DEBT SERVICE FLIND TOTAL General fund Other governmental funds Totals 136,457 $ 4,686,412 153 ,239 $ 4,822,869 703,1 0 1549,862 $ 549,862 $ 136,457 $ 4,839,651 $5,525,970 ------ NOTET-LONG-TERMDEBT: State statute limits the amount of long-term debt the City can incur. The amount of debt applicable to this limit during ayear can be no greater than20Yo of the assessed value of taxable property as of the beginning of the fiscal year. As of September 30, 2011, the amount of outstanding debt applicable to this limit was equal to 4.57% of property assessments as of October l, 2010. Long-term debt activity for the year ended September 30,2011, was as follows: DUE WITHIN BEGINNING ENDTNG ONE BALANCE ADDITIONS REDUCTIONS BALANCE YEAR Governmental activities : Warrant and other notes payable Limited obligation warrant Add defened amounts: Debt issuance premiums Total warrants and other notes payable Capital leases Compensated absences Post-employment benefits other than pensions Total long-term debt Compensated absences, benefits, liquidated by the general fund. s 58,068,424 1,594,489 63 3,505 , 1,081,342 271,840 $ 2,944,390 $55,124,034 $3,033,135 1,594,489 434,597 47,7]9 386,858 60,a97 ,510 1,239,844 1,289,306 $ 2,992,129 57,105,381 3,033,135 491,497 651,402 7 48,347 421,999 1,271,409 779,233 I ,3 53,, I 82, _ 7 1,,630 $63,708,002 $ 905,345 _$ 4,135,02fi_ q60,+?8,319 $4,305,99? and other governmental activity obligations are generally been 36 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCTAL STATEMENTS SEPTEMBER 30, 2OII NOTE 7 -LONG-TERM DEBT: Long-term debt at September 30 (continued) 20ll consists of the following: General Obligation Sewer Warrant, Series 1996; principal amount $3,025,000; graduated principal payments are due annually on August 15 and semiannual interest payments due each February 15 and August 15; interest rate of 3.18o/o; final maturity date is August 15, 2017 . Proceeds used for sludge digesters and wastewater treatment plant upgrade. General Obligation Sewer Warrant, Series 2004; principal amount $2,085,000; graduated principal payments are due annually on February 15 and semiannual interest payments due each February 15 and August 15; interest rate of 3.05Yo; final maturity date is February 18,2025. Proceeds used to pay costs of constructing wastewater treatment and related facilities in connection with the sanitary sewer system. General Obligation Warrants, Series 2006; principal amount $ 1,595,000; graduated principal payments are due annually beginning November 1, 2009 and semiannual interest payments due each November I and May l; interest at 3.6250/o to 3.70Yo; curent rate on bonds 3 .7oA; final maturity date is November 1, 2011. Proceeds used for capital improvements. General Obligation Economic Development Improvement Warrants, Series 20064; principal amount $ 19,875,000; graduated principal payments are due annually beginning November l, 2010 and semiannual interest payments due each November I and May I ; interest at 3 .65oh to 5.00%; current rate on bonds 5%; final maturity date is November I , 2026. Proceeds used for economic development. TOTAL $ 1,165,000 1,590,000 760,000 19,7 65,000 37 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCTAL STATEMENTS SEPTEMBER 30, 2OII NOTE 7 -LONG-TERM DEBT: (continued) General Obligation Economic Development Improvement Warrants, Series 20068; principal amount $9,000,000; graduated principal payments due annually beginning November l, 2009 and semiannual interest payments due each November I and May l; interest at 3 .50o to 5 ,00oA; rate on current bonds 4.5o/o; final maturity date is November l, 2025, Proceeds used for economic development. General Obligation Economic Development Improvement Warrant, Series 2007; principal amount $14,920,000; graduated principal payments due annually beginning November l, 2010 and semiannual interest payments due each November I and May l; interest at 3 .50o to 4.37 5o/o; rate on current bonds 4%; final maturity date is November l, 2025, Proceeds used for economic development. General Obligation Warrant, Series 2008; principal amount $3 80,000; due in semiannual installments of principal and interest on November 20 and May 20 of each year, beginning November 20, 2008; interest at 3.21%; final maturity date is May 20,2018. Proceeds used to purchase a fire truck. General Obligation Revenue Warrant, Series 2008, principal amount $486,926 due in semiannual installments of principal and interest on May I and November I of each year, beginning May l, 2008; interest at 3.44Yo until September 30, 2013 and adjusted annually thereafter to the highest prime rate published in the Money section of the Wall Street Journal; final maturity date is September 30, 2023. Proceeds used for a new roof at City Hall. TOTAL $ 8,240,000 14,235,000 27 6,667 38 415,841 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCTAL STATEMENTS SEPTEMBER 30. 20 I I NOTE 7 -LONG-TERM DEBT: (continued) General Obligation Warrant, Series 2009; principal amount $ l,134,447; scheduled monthly payments of principal and interest; interest rate 3.690 ; unsecured; final payment on February l, 2014, Proceeds used to pay the amount due to Elmore County for overpayment of taxes. Whitney Series 2009A; principal amount $400,000 due in monthly principal and interest payments of $2,3 87 , beginning December 15, 2009; interest rate is 3.825%; final balloon payment due on November 15, 2014. Proceeds used to build a fire training tower. 2009 General Obligation Refunding Warrants; principal amount $6,3 15,000; graduated principal payments are due annually on September l, 2010 and semiannual interest payments due each March I and September l, beginning March l, 2010; interest rate ranges from 2% to 4%; rate on current bonds 3%; final payment is due September I , 2022. Proceeds used to refund the 2001 and 2002 Warrants. Whitney Series 20098; principal amount $450,000; due in monthly principal and interest payments of $4,5 l9 , beginning December 15, 2009; interest rate is 3.825%; final balloon payment due November 15, 2014. Proceeds used to purchase a fire truck. General Obligation Chevron Warrants Series 2009A; principal amount $ 1,820,000; graduated principal payments are due annually on December l, 2010 and semiannual interest payments due each June I and December l, beginning June 1,201 0; interest rate ranges from 2.2o to 4.5o ; rate on current bonds 2,2yo; final payment is due December l, 2029. Proceeds used for the acquisition, construction, installation, and equipping of certain energy efficient improvements. Total TOTAL 555,817 380,362 5,5 70,000 37 5,347 1,795,000 $ 55,1 24,034 -- 39 CITY OF PRATTVILLE. ALABAMA NOTES TO FTNANCTAL STATEMENTS SEPTEMBER 30.2OI I NOTE 7 - LONG-TERM DEBT: (continued) Limited Obligation Wanant - The City issued Limited Obligation Warrant, Series 20068 in the amount of $1,594,489 for the construction of infrastructure. The warrant bears a -0-0lo interest rate and matures on August 1,2036. The warrant was issued pursuant to an agreement with a private entity for the construction of infrastructure. Repayment of the warrant is secured by a pledge of 75% of the sales tax revenue remitted by retail establishments located on the specified property. As of September 30,2011, the collection of sales tax revenue was pending and the City had not redeemed any portion of the outstanding warrants. The Limited Obligation Warrant does not constitute a direct obligation and pledge of the full faith and credit of the City. Debt service requirements on long-term debt at September 30,201I are as follows: GOVERNMENTAL AC TTVITIE S PRINCIPAL TNTEREST TOTAL YEAR ENDTNG SEPTEMBER 30: 20t2 20t3 20t4 20ts 20r6 2017 - 2021 2022 - 2026 2027 - 203r Totals 3,033, 1 3 5 3,192,47 | 3, I 83 ,430 3,7 11,741 3,296,989 17,622,634 I 8,613,634 2,470,000 $ 2,286,3 75 2,166,3 3 0 2,030,490 1,879,328 1,7 4l ,805 6,612,7 13 2,694,455 102,822 $ 5,3 19,5 l0 5,3 5 8,801 5,213,920 5,591,069 5,03 8,794 24,235,347 21,308,089 2,572,822 55,124,034 $ 19,5 14,3 I 8 -- s7 4,638,352 40 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2O1I NOTE 7 - LONG-TERM DEBT: (continued) Component units - The Prattville Airport Authority's capital debt at September 30,2011 is as follows: Revenue and Grant Anticipation Bond Series 2008 BankTrust; $ 1,000,000; amount drawn to date $677 ,l 50; interest rate of 3.58o until July 1,2013, variable rate equal to 65% of BankTrust base rate thereafter; interest due quarterly beginning October 1, 2008; principal payments due quarterly beginning October I , 201 1; remaining balance due on July l, 2016; secured by pledge of all revenues, rents, receipts, income, and funds derived by the Airport Authority. Proceeds used for capital improvements.$ 627,889 Total long-terrn capital debt Maturities on capital debt are as follows: YEAR ENDING SEPTEMBER 30: 2012 2013 20t4 2015 20r6 PRINCIPAL INTEREST TOTAL 24,491 33,7 46 55,129 57,129 457,394 16,681 20,854 19,169 17,l5l 11,546 $ 627,889 -- $ 41,172 54,600 7 4,298 7 4,280 468,940 Totals Total interest cost on capital debt in 201I was $29,219. Capital debt activity for the year ended September 30,2011 was as follows: 627,889 $ 85,401 $ 713,290 -- ENDING DUE WITHIN REDUCTIONS BALANCE ONE YEAR BEGINNING BALANCE ADDITIONS Revenue and grant anticipation Bond-BankTrust $ 661,864 $ 661,864 $ --- $ 33,97 5 $ 622,88j)$ 24,491 $ 24,491 - Totals 4l $ 33,97 5 $ 627 ,889 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI I NOTE 7 - LONG-TERM DEBT: (continued) The Historic Prattville Redevelopment Authority's notes payable at September 30, 201I are as follows: BankTrust secured by real estate; monthly principal and interest payments of $2,67 5 due on the l5th of every month; interest rate of 5.85o/o; final maturity date is May 15,2013. Proceeds used to purchase real estate. BankTrust secured by real estate; monthly principal and interest payments of $1,972 due on the 5th of every month; interest rate of 6.1506; final maturity date is July 5,2014. Proceeds used to purchase real estate. BankTrust unsecured; monthly principal and interest payments of $3 93.02 due on the l5th of every month; interest rate of 6 .l5o/o; maturity date of September 15, 2014. Proceeds used to pay unsecured loan. 47,463 172,247 26,917 Total Notes payable maturities at September 30, 20ll are as follows: $ 246,627 - HISTORIC PRATTVILLE REDEVELOPMENT A UTHORITY PRINCIPAL INTEREST TOTAL YEAR ENDING SEPTEMBER 30: 20t2 2013 2014 Totals 45,850 34,557 166,220 14,634 11,872 8,896 60,484 46,429 175,1 l6 $ 246,627 $ 35,402 $ 282,029 --- €-- 42 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI I Long-term debt activity for the Historic Prattville Redevelopment Authority for the year ended September 30, 201l, was as follows: BEGINNING ENDING DUE WITHIN BALANCE ADDITIONS REDUCTIONS BALANCE ONE YEAR 45,850$ 60,142 $ I 10,601 $246,627Notes payable to bank Totals $ 297,086 45,850 NOTE8-NOTESPAYABLE: The City issued General Obligation Note, Series 2011 dated October 29,2010 in the amount of $3,100,000. The proceeds of the note were used to pay the principal and interest payments on certain General Obligation Warrant payments due November l, 2010. The interest rate on the loan was 1.23%. As of September 30, 201l, the balance of the loan had been paid in full. The City issued General Obligation Note, Series 20ll dated April 29,2011 in the amount of $1,000,000. The proceeds of the note were used to pay the principal and interest payments on certain General Obligation Warrant payments due May l,20ll. The interest rate on the loan was 2.9%. As of September 30,2011, the balance of the loan had been paid in full. The City issued General Obligation Note, Series 20llA dated May l,20ll in the amount of $1,000,000. The proceeds of the note were used as a line of credit for paying operation expenditures as needed for the City. The line of credit has been renewed several times since originated, The line of credit currently bears an interest rate of 3.15%. At September 30, 2011, the outstanding balance totaled $1,000,000 with a maturity date of November 30, 201L Short-term debt activity for the year ended September 30,2011, was as follows: $ 297 ,086 $ 60,142 $ 1 10,601 $ 246,627 ---+--- BEGINNING BALANCE ADDITION REDUCTION ENDING BALANCE Notes payable to bank Totals 1,000,000 5,637 303 5,637 ,303 $ 1,000,000 1,000,000 5,637 ,303 5,637 ,303 NOTE 9. CAPITAL LEASES: The City has entered into lease agreements as lessee for financing the acquisition of property and equipment. These lease agreements qualifr as capital leases for accounting purposes and, therefore, have been recorded at the present value of their future minimum lease payments as of the inception date. $ 1,000,000 43 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2OII The assets acquired through capital leases are as follows: ASSET Machinery and equipment Vehicles Less: Accumulated depreciation Total 20t2 20t3 20t4 Total minimum lease payments Less: Deferred interest Present value of minimum lease payments 2,810,7 19 (l ,7 59,256) $ 1,05 1,463 442,1 06 230,543 105,513 778,162 29,8 l5 GOVERNMENTAL ACTTVITIES $ 83 5 ,298 1,97 5,421 The future minimum lease obligations and the net present value of these minimum lease payments as of September 30, 201 ln were as follows: YEAR ENDING SEPTEMBER 30: AMOTINT 7 48,347 NOTE IO - PENSION COSTS: Plan description - The City of Prattville, Alabama participates in the Employees' Retirement System of Alabama (ERS), an agent multiple-employer public employee retirement system (PERS) that acts as a common investment and administrative agent for qualified persons employed by local government entities in Alabama. ERS PERS is a defined benefit plan that provides retirement, disability, and death benefits to plan members and beneficiaries. The ERS was established October 1945 under the provisions of Act 515, Acts of Alabama 1945, for the purpose of providing retirement allowances and other specified benefits for State employees, State police, and on an elective basis to all cities, counties, towns, and quasi-public organizations. The responsibility for general administration and operation of the ERS is vested in the Board of Control. Benefit provisions are established by the Code of Alabama 1975. Authority to amend the benefit provisions of the plan rests with the State Legislature. ERS PERS issues a publicly available financial report that includes financial statements and required supplemental information for the Employees' Retirement System of Alabama. That report may be obtained by writing to: The Retirement Systems of Alabama, P.O. Box 302150, Montgomery, Alabama 36130-2150 or by calling (334) 832-4140. 44 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI1 NOTE l0 - PENSION COSTS: (continued) Fundin&policy - Plan members are required by statute to contribute 5% of their annual salary, except for full-time, certified firefighters and law enforcement officers, who contribute 6Yo of their annual covered salary. The City is required to contribute at an actuarially determined rate; the current rate is 8.53% of covered payroll based on the actuarial valuation report of September 30, 2008. The contribution requirements of plan members are set by the State Legislature. The contribution requirements of the City are established and may be amended by the ERS based on actuarial valuations. Annual pensiolr_ cost For the year ended $1,193,485 was equal to the City's required Trend information for the City of Prattville, September 30, 2011, the City's annual pension cost of and actual contributions. Alabama is as follows: PERCENTAGE OF APC NET PENSION CONTRIBUTED OBLIGATION FISCAL YEAR ENDED ANNUAL PENSION cosr (APC) September 30, 2009 $ September 30, 2010 September 30, 20ll 1,160,890 1,234,847 1,193,485 r00% r00% t00% -0- -0- -0- The required conhibution was determined as part of the September 30, 2008 actuarial valuation using the entry age actuarial cost method. The actuarial assumptions included (a) an investment rate of return on assets of 8.00% per year, and (b) projected salary increases of 4.61% to 7.75% per year, including inflation of 4.50%. The actuarial value of assets was determined using techniques that smooth the effects of short-term volatility in the market value of investments over a five-year period. The unfunded actuarial accrued liability is being amortized as a level percentage of projected payroll on an open basis. The remaining amortization period as of September 30, 2008 was 20 years. Funding status and proeress - As of September 30, 2010, the most recent actuarial valuation date, the plan was 67.8% funded. The actuarial accrued liability for benefits was $43,165,309, and the actuarial value of assets was $29,286,356 resulting in funding deficit of $13,878,953. The covered payroll (annual payroll of active employees covered by the plan) was 514,949,370, and the ratio of the funding deficit to the covered payroll was92.8%u The schedule of funding progress for the City of Prattville, Alabama, presented as required supplementary information following the notes to the financial statements, presents multiyear trend information about whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liabilitv for benefits. 45 CITY OF PRATryILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 20I I NOTE I I - POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS: The City of Prattville administers a single-employer defined benefit (OPEB) plan for the employees of the City. From an accrual accounting perspective, the cost of post-employment healthcare benefits, like the cost of pension benefits, should be associated with the periods in which the cost occurs, rather than in the future year when it will be paid. The City recognizes the cost of post- employment healthcare in the year when employee services are received, reports the accumulated liability from prior years, and provides information useful in assessing potential demands on the City's future cash flows. The recognition of the liability accumulated from prior years will be phased in over 30 years, commencing with the 2009 liability. Plan description - The City of Prattville, Alabama's medical benefits are provided through a comprehensive medical plan and are made available to employees upon actual retirement. The employees are covered by the Retirement System of Alabama and must meet the eligibility provisions adopted by resolution to receive retiree medical benefits. Those eligibilify provisions are as follows: l0 years of consecutive service and attainment of age 60; or,25 years of service atany age. Complete plan provisions are included in the official plan documents, Glntribution rates - Employees do not contribute to become retirees and begin receiving those benefits. contained in the official plan documents. their post employment benefits costs until they The plan provisions and contribution rates are The number of participants as of September 30, 2010, the effective date of the biannual actuarial valuation, are as follows: NUMBEROF ENROLLEES Active employees Retired employees Total 293 2l 3t4 Funding policy - Until fiscal year ending September 30, 2008, the City of Prattville, Alabama recognized the cost of providing post-employment medical benefits (the City of Pratfville's portion of the retiree medical benefit premiums) as an expense when the benefit premiums were due and thus financed the cost of the post-employment benefits on a pay-as-you-go basis, The City's funding policy is not to fund the Annual Required Contribution (ARC) of the employer except to the extent ofthe current year's retiree funding costs. In fiscal year ending September 30,2011, the City of Prattville, Alabama's portion of health care funding cost for retired employees totaled $56,420. These amounts were applied toward the net OPEB obligation as shown in the table on the following page. 46 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.20I I NOTE I I - POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS: (continued) Annual required contribution - The City of Prattville's Annual Required Contribution (ARC) is an amount actuarially determined. The Annual Required Contribution (ARC) is the sum of the Normal Cost plus the contribution to amortize the Actuarial Accrued Liability (AAL). A level dollar, open amortization period of 30 years, (the maximum amortization period allowed by GASB 43145) has been used for the post-employment benefits. The total ARC for the fiscal year beginning October l, 2010 is $347,541, as set forth below: MEDICAL 347,541 Net post-employment benefit obligation (asset) - The following table shows the components of the annual OPEB cost for the year, the amount actually contributed to the plan, and changes in the City's net OPEB obligation: MEDICAL Normal cost 30 year unfunded AAL amortization amount Annual required contribution (ARC) Annual required contribution Interest on net OPEB obligation Adjustment to annual required contribution Annual OPEB cost Contributions made Current year retiree premium Increase in net OPEB obligation Net OPEB obligation - beginning of year Net OPEB obligation - end of year The City's annual OPEB cost, percentage fiscal year 20ll and the previous two years POST- EMPLOYMENT FISCAL YEAR BENEFIT ENDED 182,445 165 ,096 $ 347,541 43,253 - , . (62,534) 328,260 -0- , ,, , ,_ (5,61424,) 27 1,840 1,081,342 I ,3 5 3,182 of the cost contributed, and the net OPEB obligation for is as follows: PERCENTAGE OF ANNTJAL ANNUAL COST NET OPEB OPEB COST CONTRIBUTED OBLIGATION Medical Medical Medical September 30, 2009 September 3 0, 20 1 0 September 3 0, 201l 644,913 661 ,215 328.260 17 ,4304 17 ,000 17.19% 532,520 1,08 1,342 I ,3 5 3,182 47 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI I NOTE I I - POST.EMPLOYMENT BENEFITS OTHER THAN PENSIONS: (continued) Funded status and funding progress - As of September 20,201l, the actuarial accrued liability for benefits was $2,854,883 all of which was unfunded. The covered payroll (annual payroll of active employees covered by the plan) was $14,207,131, and the ratio of the unfunded actuarial liability to the covered payroll was20Yo as presented in the following table: MEDICAL Actuarial accrued liability (AAL) Actuarial value of plan assets Unfunded actuarial accrued liability (UAAL) Funded ratio (Actuarial value assets/AAl) Covered payroll (active plan members) UAAL as a percentage of covered payroll 2,854,883 -0- 2,854,883 -0-% 14,207, l3 I 20% Actuarial methods and assumptions - Actuarial valuations involve estimates of the value of reported amounts and assumptions about the probability of events far into the future. The actuarial valuation for post-employment benefits includes estimates and assumptions regarding (l) turnover nte; (2) retirement rate; (3) health care cost trend rate; (4) mortality rate; (5) discount rate (investment return assumption); and (6) the period to which the costs apply (past, current, or future years of service by employees). Actuarially determined amounts are subject to continual revision as actual results are compared to past expectations and new estimates are made about the future. The actuarial calculations are based on the types of benefits provided under the terms of the substantive plan (the plan as understood by the City and its employee plan members) at the time of the valuation and on the pattern of sharing costs between the City of Prattville, Alabama and its plan members to that point. The projection of benefits for financial reporting purposes does not explicitly incorporate the potential effects of legal or contractual funding limitations on the pattern of cost sharing between the City and plan members in the future. Consistent with the long-term perspective of actuarial calculations, the actuarial methods and assumptions used include techniques that are designed to reduce short-term volatility in actuarial liabilities and the actuarial value of assets. The following significant assumptions were made: Actuarial cost _method - The ARC is determined using the projected unit credit actuarial cost method. The employer portion of the cost for retiree medical care in each future year is determined by projecting the current cost levels using the healthcare cost trend rate and discounting this projected amount to the valuation date using the other described pertinent actuarial assumptions, including the investment return assumption (discount rate), mortality, and turnover. 48 CITY OF PRATTVILLE" ALABAMA NOTES TO FTNANCIAL STATEMENTS SEPTEMBER 30, 2OII Actuarial value of plan assets - Since the OPEB obligation has not as yet been funded, there are not anY assets. Turnover rate - An age-related turnover scale based on actual experience as described by administrative staff has been used. The rates, when applied to the active employee census, produce an annual turnover of approximately 9o/o. It has further been assumed that l0o/o of retirees decline coverage because ofthe substantial retiree contribution required. Post employment benefit plan eligibility requirements - Based on past experience, it has been assumed that entitlement to benefits will commence immediately upon retiree coverage eligibility. Medicalbenefits are provided to employees upon actual retirement as previously described. Investment return assumption (discount rate) - Since the ARC is not currently being funded and is not expected to be funded in the near future, the valuation includes a 4%o annual investment return assumption. Health care cost trend rate - The expected rate of increase in medical cost is based on projections performed by the Office of the Actuary at the Centers for Medicare and Medicaid Services as published in National Health Care Expenditures Projections: 2003 to 2013, Table 3: National Health Expenditures, Aggregate and per Capita Amounts, Percent Distribution and Average Annual Percent Change by Source of Funds: Selected Calendar Years 1990 -2013, released in January,2004 by the Health Care Financing Administration (www.cms.hhs.gov). "State and Local" rates for 2008 through 2013 from this report were used, with rates beyond 2013 graduated down to an ultimate annual rate of 5.0% for 2016 and later. The trend rate includes an inflation factor of 2.50% annually. Mortali8 rate - Life expectancies were based on the 1994 Group Annuity Reserving (94GAR) sex-distinct table. Method of determining value of benefits. The value of benefits has been assumed to be the portion of the premium after retirement date expected to be paid by the employer for each retiree and has been used as the basis for calculating the actuarial present value of OPEB benefits to be paid. The retiree pays for 100% of the cost of the medical insurance forthe retiree and dependents, but it is based on the active/retiree blended rate. There is an implicit employer subsidy since a portion of the active/retired blended rate is attributable to the retiree coverage. Since use of unblended rates is required by GASB 45 for valuation purposes, we have estimated the unblended retiree total rate before age 65 to be 130% of the blended rate. The employer cost is then the difference between this total unblended rate and the portion paid by the retiree, ifany. Retiree coverage ceases at age 65. NOTE 12 - CONTINGENT LI.ABILITIES: The City has received federal and state grants for specific purposes which are subject to review and audit by the grantor agencies. Such audits could produce requests for reimbursements to the grantor agencies due to the disallowance of expenditures pursuant to the terms of the grant. It is the opinion of the City that such disallowances, if any, would not be material. 49 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI1 The City is a defendant in various lawsuits. Although the outcome of these lawsuits is not presently determinable, in the opinion of the City's counsel, the resolution of these matters will not have a material adverse effect on the financial condition of the Citv. NOTE 13 . RISK MANAGEMENT: The City is exposed to various risks of losses related to tort; theft of, damage to, and destruction of assets; erors and omissions; natural disasters; injuries to employees; and self-insured employee health. The City purchases commercial insurance for property, general liability claims, and title insurance and has effectively managed risk through various employee education and prevention programs. All risk management activities are accounted for in the general fund. The City has estimated that the amount of actual or potential claims against the City as of September 30, 2011, will not materially affect the financial condition of the City. Settlement amounts have not exceeded insurance coverage for the current year or the three previous years. Employees' medical insurance fund - The City maintains the employees' medical insurance fund to account for and finance its uninsured risks of loss. Liabilities of the fund are reported when it is probable that a loss has occurred and the amount of the loss can be reasonably estimated. Liabilities include an amount for claims that have been incurred but not reported (IBNRs). The result of the process to estimate the claims liability is not an exact amount, as it depends on many complex factors, such as inflation, changes in legal doctrines, and damage awards. Accordingly, claims are reevaluated periodically to consider the effects of inflation, recent claim settlement trends (including frequency and amount of payouts), and other economic and social factors. The estimate of the claims liability also includes amounts for incremental claim adjustments related to specific claims and other claim adjustments regardless of whether they are allocated to specific claims. Estimated recoveries are another component of the claims liability estimate. An excess coverage insurance policy covers individual claims in excess of $100,000. Settlements have not exceeded coverage. Changes in the balances of claims liabilities during the year are as follows: EMPLOYEES' MEDICAL INSURANCE FUND Unpaid claims, beginning of fiscal year Incurred claims (including IBNRs) Claim payments Unpaid claims, end of fiscal year 20lr 17 6,300 2,682,997 $ 173,600 -- (2,685,697) 2010 $ 208,300 3,3 5 5,r82 (3,3 87 ,l 82) 17 6,300 NOTE 14 - RELATED PARTY TRANSACTIONS: The City chose the Water Works Board of the City of Prattville as the collection agent for the sewer and sanitation collection fees. The City receives the receipts for services when collected by the Water Works Board of the City of Prattville. The amount receivable to the City for sewer and sanitation collection fees not yet received at September 30, 201 I was $498,636. 50 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI I The City imposes a 3% license fee on gross water receipts. The 3% fees are collected by the Water Works Board of the City of Prattville from charges to water customers on their monthly water bill and remitted to the City annually on January L The receivable from the Water Works Board of the City of Prattville for license fees at September 30,2011 was $124,928. On May 1,2006, the City of Prattville, Alabama entered into a lease agreementwiththe Historic Prattville Redevelopment Authority to lease a building on West 4* Street. The term of the lease is five years with quarterly rent payments of $8,183. The City of Prattville, Alabama paid $24,549 in rent payments to Historic Prattville Redevelopment Authority during fiscal year ended September 30, 201 l. NOTE 15 - FUNDING AGREEMENT: On September l, 2006, the City of Prattville, Alabama entered into a funding agreement with the Cooperative District of the City of Prattville (the District), a public corporation, simultaneously with the Dishict's issuance of Limited Obligation Taxable Economic Development Bonds (Bass Pro Project), Series 2006 which were used to finance the acquisitiono construction, and installation of a retail shopping center and related improvements in the City of Prattville, Alabama. The funding agreement provides that the City agrees to collect certain taxes on persons, firms, and corporations which sell at retail certain tangible personal property (excluding automotive vehicles) in the area owned by the District. Pursuant to the funding agreement, the City will collect and remit to First Commercial Bank, the trustee of the District's bond indenture, an amount equal to 2.5% of the gross proceeds of such sales through the earlier date of September 2026 or full payment of bonds. The Limited Obligation Taxable Economic Development Bonds (Bass Pro Project), Series 2006 do not constitute an obligation of the City of Prattville, Alabama. ln December 2008, the City of Prattville, Alabama entered into a funding agreement with The Exchange Cooperative Dishict (the District), a public corporation to provide assistance in connection with proposed financing, construction, and installation of a retail shopping facility and related improvements in the City (the Project). The funding agreement provides that the City agrees to collect Project sales tax revenues and remit 50%o of the City's actual receipts from the businesses located within the Project to fund the indebtedness of The Exchange Cooperative District. Payments under the agreement shall be made directly to the Trustee for the account of the District, if requested by the District, othenwise, all payments shall be made to the District or to the Dishict Director. The maximum amount shall be the aggregate amount necessary to amortize $9,000,000 over thirly (30) years at an average yield. The average yield is the annual cost of any credit enhancement or remarketing fees expressed as a percentage, plus the average yield of the District's tax-exempt indebtedness, if any, or if no tax-exempt indebtedness is outstanding, the average yield of all of the indebtedness of the District, in the event the indebtedness is refinanced or fully satisfied. The City shall have no obligation to make any payment from any other sources. Any indebtedness issued by The Exchange Cooperative District does not constitute an obligation of the City of Prattville, Alabama. 5l CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCI.AL STATEMENTS SEPTEMBER 30. 2OI I NOTE 16 - COMMITMENTS: The City has a contractual commitment with the Autauga County Commission for the funding of the metro jail facility. The contract provides for annual payments not to exceed $325,000 for a period of 20 years. Monthly payments on the commitment commenced when the facility became operational in July 2004. These annual payments include facility rental payments of $160,000 and operating cost of $165,000. The City entered an agreement to support the indebtedness incurred to finance property of the Historic Prattville Redevelopment Authority with an annual allocation in the event that the lease arrangements on the financed property prove not to be financially viable. The initial loan balance on the property totaled $252,200. The loan balance as of September 30, 201I was $172,248. On March 30, 2009, the City entered into a contract with an engineering company to provide engineering services related to the widening and resurfacing of McQueen Smith Road from South Memorial Drive to Cobbs Ford Road. The contract amount is$642,704. This cost of the contract is federally funded at80%o up to $520,000, and the remainder is to be paid from the City's funds. As of September 30, Commitments Spent-to-date 2011o commitments to contractors on capital projects are as follows: 852,869 447,073) Remaining commitments $ 405 ,796 - NOTE 17 . PRIOR PERIOD ADJUSTMENT: A prior period adjustment has been made to include Limited Obligation Warrant, Series 20068, dated October 3,2006, pursuant to an infrastructure agreement with a real estate developer to provide for the construction and installation of infrastructure, that had previously been omitted from the City's financial statements. The adjustment resulted in an increase of $1,594,489 in capital assets and an increase of $1,594,489 in long-term liabilities, resulting in no change in total net assets on the Statement of Net Assets. NOTE 18 - EFFECT OF NEW PRONOUNCEMENTS: In 201I, the City implemented the following statement: GASB Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions, This statement establishes fund balance classifications that comprise a hierarchy based primarily on the extent to which a government is bound to observe constraints imposed upon the use of the resources reported in governmental funds. This statement also redefines the definitions of governmental funds. 52 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI I Management has not currently determined what, if any, impact implementation of the following statements may have on the financial statements of the City. GASB Statement No. 57, OPEB Measurement by Agent Employers and Agent Multi- Employer Plans. This statement is intended to improve consistency in the measurement and financial reporting of other post-employment benefits (OPEB) such as retiree health insurance. The requirements of this statement are effective for financial statements for periods beginning after June I 5, 201 I . NOTE 19 - SUBSEQUENT EVENTS: On November l, 2011, the City issued General Obligation Note, Series 2012 in the amount of S2,000,000 to refund that portion of principal and interest on a series of General Obligation Warrants which were due and payable on Novemb er | , 201L The General Obligation note bears interest at a rate of 1.68% with a maturity date of March l, 2012. This obligation was paid in full prior to maturity. 53 REQUIRED SUPPLEMENTARY INFORMATION CITY OF PRATTVILLE. ALABAMA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF FUNDING PROGRESS OF THE CITY'S DEFINED BENEFIT PENSION PLAN LAST THREE FISCAL YEARS ACTUARIAL ACCRUED ACTUARIAL LIABILITY UNFLINDED UAET. ASA PERCENTAGE OF ACTUARIAL VALUEOF (AAL) AAL FLINDED COVERED COVERED VALUATION ASSETS ENTRYAGE (UAAL) RATIO PAYROLL PAYROLL DATE (a) (b) (b-a) (a/b) (c) (b-a)/c) September 30,2008 $ 27,900,405 $ 36,003,149 $ 8,102,744 77.5o/o $13,452,621 60.2% September 30, 2009 28,514,588 39,315,613 10,801,025 72.5o/o 14,254,467 75.8o/o September 30, 2010 29,286,356 43,165,309 13,878,953 67.8% 14,949,370 92.8o/o 54 CITY OF PRATTVILLE, ALABAMA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF FUNDING PROGRESS OF THE CITY'S POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS LAST THREE FISCAL YEARS ACTUARIAL ACCRUED ACTUARIAL LIABILITY UNFUNDED UA\AL ASA PERCENTAGE OFACTUARIAL VALI.JE OF (AAL) AAL FUNDED COVERED COVEREDVALUATION ASSETS ENTRYAGE (UAAL) RATIO PAYROLL PAYROLL September30,2008 $ -0- $ 5,106,471 $(5,106,471) 0.0% $ 15,252,823 33o/o September 30,2009 -0- 5,310,730 (5,310,730) 0.0% 14,483,029 37o/o September 30, 2010 -0- 2,854,883 (2,854,883) 0.0o/o 14,207,131 20o/o 55 SUPPLEMENTARY INF ORMATION NONMAJOR GOVERNMENTAL FLINDS SPECIAL REVENUE FUNDS These include operating funds which are restricted as to use by the federal or state government and special purpose funds established by authority of the City Council. Statq gasoline excise tax fund accounts for proceeds from a state gasoline tax. The use of these funds is restricted to expenditures related to construction, improvements, and maintenance of highways, bridges, and streets. State gasoline and lubricating oil tax fund accounts for proceeds from a state gasoline tax. The use of these funds is restricted to expenditures related to resurfacing, restoration, and rehabilitation of roads, bridges, and streets. Alabama trust fund accounts for funds received from the Alabama Trust Fund to be used solely for capital improvements and the renovation of capital improvements determined by the municipal governing body. Miscellaneous grant fund accounts for funding arising from miscellaneous federal and state government grants. ASSETS: Cash Total assets FUND BALANCE: Restricted for road projects Total fund balance CITY OF PRATTVILLE, ALABAMA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FLINDS SEPTEMBER 30, 2OII TOTAL NONMAJOR SPECIAL GOVERNMENTAL REVENUE FUNDS FUNDS $ 256,012 $ 256,012 $ 256,012 $ 256,012 $ 256,012 $ 256,012 $ 256,012 $ 256,012 56 CITY OF PRATTVILLE, ALABAMA COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FLINDS FOR THE YEAR ENDED SEPTEMBER 30, 2OII REVENUES: Intergovernmental revenue Total revenues OTHER FINANCING USES: Transfers out Total other financing uses DEFICIENCY OF REVENUES AND OTHER FINANCING USES OVER EXPENDITURES FLI'ND BALANCES AT BEGINNING OF YEAR FUND BALANCES AT END OF YEAR TOTALNONMAJOR SPECIAL GOVERNMENTAL REVENUEFLINDS FLTNDS $ 392,856 $ 392,856 392,856 392,856 (703,101) (703,101)(703,101) (703,l0l ) (3 10,245) (3 I 0,245) 566,257 566,257 $ 256,012 $ 256,012 57 CITY OF PRATTVILLE. ALABAMA COMBINING BALANCE SHEET NONMAIOR SPECIAL REVENUE FUNDS SEPTEMBER 30, 2OI1 STATE STATE GASOLINE GASOLINEAND ALABAMA MISCELLANEOUS EXCISE LUBRICATING TRUST GRANT TOTAL TAXFUND OIL TAX FUND FLIND FUND (j @ ASSETS: Cash S 256,012 $ 142,810 $ 113,202 Accounts receivable Total assets FUND BALANCE: s 256,012 $ 142,810 $ 1t3,202 $ - $ Restricted for road projects S 256,012 $ 142:ql0 $ 113,202 Total fund balances $ 256,012 $ 142,810 $ 113,202 $ - $ CITY OF PRATTVILLE, ALABAMA COMBINTNG STATEMENT OF REVENUES, EXPENDTTURES, AND CHANGES IN FUND BALANCES NONMAJOR SPECTAL REVENUE FUNDS FOR THE YEAR ENDED SEPTEMBER 3O,2OII STATE STATE GASOLINE GASOLINE AND ALABAMA MISCELLANEOUS EXCISE LUBRTCATING TRUST GRANT TOTAL TAX FUND OIL TAX FUND FUND FUND $ 392,856 $ 134,558 $ 105,058 $ 153,240 REVENUES: Intergoverrrmental revenues Total revenues g oTHER FTNANCING USES: Transfers out Total other financing uses Deficiency of revenues and other financing uses over expenditures Q10,245) (139,317) (114,761) FUND BALANCES AT BEGINNING OF YEAR 566.257 282,127 227,963 FLINDBALANCESATENDOFYEARS256,012SI42,SIO$11,3,202$-$ 392,856 134,558 105,058 153,240 (703,101) Q73,87s) Ql9,8l9) (rs3,240) $ (56,167) (703,l0 1)(273,875) (219,819) ( 153 ,240)(56,167) (56,167) 56,167 CITY OF PRATTVILLE, ALABAMA BUDGETARY COMPARISON SCHEDULE STATE GASOLINE EXCISE TAX FLIND FOR THE YEAR ENDED SEPTEMBER 30,2OI I LINDER BUDGET ACTUAL BUDGET REVENUES: State gasoline excise tax Total revenues OTHER FINANCING USES: Transfers out Total other financing uses DEFICIENCY OF REVENUES AND OTHER $ 137,ooo $ 134,558 $ (2,442) 137,000 134,558 (2,442) FINANCING USES OVER EXPENDITURES $ 137,000 (139,317) S (276,317) 282,127FUND BALANCE AT BEGINNING OF YEAR FUND BALANCE AT END OF YEAR - (2U,875) - (?73,872) -. (273i28U) Q!?'?Js) $ r42,8r0 -- 60 CITY OF PRATTVILLE, ALABAMA BUDGETARY COMPARISON SCHEDULE STATE GASOLINE AND LUBRICATING OIL EXCISE TAX FTJND FOR THE YEAR ENDED SEPTEMBER 30, 2OI I REVENUES: State gasoline and lubricating oil excise tax Total revenues OTHER FINANCING USES: Transfers out Total other financing uses DEFICIENCY OF REVENUES AND OTHER FINANCING USES OVER EXPENDITURES FUND BALANCE AT BEGINNING OF YEAR FLIND BALANCE AT END OF YEAR LINDER BUDGET ACTUAL BUDGET $ lo6,qoo $ lo5,os8 $ _ (gt?) 106,000 105,058 (942) (21.9,819) (219,819)(2r9,9r9) (21?,8,!9) $ l06,000 (114,7 6l ):-$ (220,7 61) 227 263 $ 1 13 ,202 -- 6T STATISTICAL SECTION This part of the City of Pratwille, Alabama's comprehensive annual financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the City's overall financial health. CONTENTS PAGE Financial trends 62 These schedules contain trend information to help the reader understand how the City's financial performance and well-being have changed over time. Revenue capacity 66 These schedules contain information to help the reader assess the factors aJfecting the City's ability to generate its sales taxes. Debt capacity 69 These schedules present information to help the reader assess the affordability ofthe City's cunent levels of outstanding debt and the City's ability to issue additional debt in the future. Demographic and economic information 73 These schedules offer demographic and economic indicators to help the reader understand the environment within which the City's financial activities take place and to help make comparisons over time and with other govemments. Operating information 75 These schedules contain information about the Cify's operations and resources to help the reader understand how the City's financial information relates to the services the Cify provides and the activities it performs. Sources: Unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports for the cunent year. Note: Information in the statistical section is provided for the last nine years since implementation of Govemmental Accounting Standards Board (GASB) Statement No, 34, Basic Financial Statement, and Management's Discussion and Analysis for State and Local Govemments (MD&A). CITY OF PRATTVILLE. ALABAMA SCHED{,JLE I NET ASSETS BY COMPONENT (accrual basis of accounting) 2003 2M 2005 2006 2007 2008 2009 2010 20ll C'OVERNMENTAL ACTTVITIES : hvestedincapitalass€ts,netofrelareddebt $ 262,094 $(835,480) $ 200,301 $ 1,747,516 523286,126 $26,252,599 s 27,913,767 $ 28,192019 $33,1,f4,191 623,621 2,740,330 2,670,892 12,053,513 6,9rr,387 6,238,962 3,76r,598 851251 6s3A78 r,799,37s 838,970 (477,82r) (29,sr4,316) (28,162,9241 (42,378,7001 (44,366,960\ (46,256,9701 (42,282,3791 Totalsovemmentalactivitiesnetassets _$2,685,099_ _S2J$,8?o_ _$4Wn_j_9s,713,282 _{_2,03442_ _$ (9,88?,t39I -$ (12,69t,s9s} j-C-7208J99I -$-(!,48449I Restricted Unrestricted o\t\) CITY OF PRATTVILLE. ALABAMA SCHEDULE2 CHANGES IN NET ASSETS (accrual basis of accounting) 2004 2005 2006 2007 o\(, EXPENSES: Governmental activities : General government Public safety Public works Cultural and recreational Interest on long-term debt Total govemmental activities expenses PROGRAM REVENUES: Governmental activities : Charges for services: General government Public safety Public works Cultural and recreational Operating grants and contributions Capital grants and contributions Total governmental activities program revenu€s Total primary government net expense GENERAL REVENUES AND OTHER CHANGES IN NET ASSETS: Governmental activities : Taxes: Sales taxes Real and personal propefty taxes Motor fuel taxes Intergovemmental lnvestment earnings Miscellaneous revenue Gain (loss) on sale of capital assets Total governmental activities general revenues Change in net assets 2003 $ 3,694,611 $ 3,536,671 10,601,648 1,1,521,996 5,964,375 6,184,1001,851,287 2,236,072794,955 678,652 22,906,876 24,t57,491 3,101,357 3,231,3401,105,768 t,292,271 3,215,659 3,040,210225,033 213,697129,790 304,866 $ 4,238,631 $ 4,861,244 12,485,123 11,642,133 6,033,293 25,283,4792,362,297 2,098,474606,591 1,188,315 25,725,935 45"073,645 3,580,313 3,939,2771,310,831 I ,417,9092,993,596 3,219,938209,831 226,660265,252 1,015,035 $ 5,350,008 11,610,724 6,548,115 2,381,700 2,047,213 27,937,760 4,654,085 1,454,651 3,969,798 303,580 385,083 1,245,578 12,022,775 (15,914,?85) 2008 $ 6,765,361 13,028,713 20,541,104 2,502,375 2,327,227 45,164,780 5,183,865 1,781,289 3,930,206 318,697 460,308 1,975,504 13,649,869 (31,514,911) 2009 $ 8,093,740 13,401,417 8,005,500 2,549,480 2,445,024 34,495,L61 4,901,819 1,201,853 3,928,435 261,429 313,602 2,037,803 12,644,941 {21,850,220) 2010 $ 9,124,172 14,719,827 8,755,792 2,449,184 2,585,660 37,634,635 4,874,993 1,287,322 4,412,889 265,044 206,761 2,122,469 13,169,478 (24,465,L57) 201I $ 6,984,318 13,369,083 7,235,404 2,080,642 2,460,545 32,r29,992 4,99A,894 1,553,044 5,400,580 238,279 L93,703 5,847,250 18,223,850 (13,906,142) 7,777,607 8,082,384 (15,129,269) (16,075,107) 9359$23 9,818,p19 (17,366,112) (35,254,826) tt,731,268 13,360,231 14,t99349 14,729,824 t5,765,6t2 15,96s,129 15,890,723 16,7%,679 19,432,210 1,308,033 t,543,2t7 1,638,862 t,798,544 2,06s,975 2273,782 2,4E1,45O 2,500,129 2,545,750 234.54t 24t,st2 242,684 242,416 243,557 239,897 238,361 240,547 239,616 179,052 16,458 15,357 20,228 17,7s3 9,092 9,159 161,534 153,240 193,336 160,646 165,783 182995 644,767 232,3E7 39,410 42,318 32,621 384,042 740,819 772,830 742,006 530,544 E72,896 386,661 m6,84s 226,69s 363,017 70955 (19,201) t4,4t3289 16,133,838 t7,Ot5,664 17,716,013 18,868208 19,593,183 19,0/s,764 19,948,Os2 22,630,132 $ (?r5,9E0) $ 58,731 $ (350,448) $(r7,538,8r3) 52,953,223 $ (11,92r,728) $ (2,804T56) $ (4,517,r0s) $ 8,723,990 GENERAL FUND: Reserved Unreserved Nonspendable Restricted Committed Assigned Unassigned Total general fund ALL OTHER GOVERNMENTAL FUNDS: Reserved reported in: Capital projec6 fund Reserved" reported in: R Debt service fund Unreserved, reported in: Special revenue funds Unreserved, reported in: Debt senrice fund Unreserved, reported in: Capital projects fund Restricted CITY OF PRATTVILLE. ALABAMA SCHEDULE 3 FLTND BALANCES OF GOVERNMENTAL FUNDS (modified accrual basis of accounting) 2003 2004 2005 2006 2007 2008 2009 2010 20ll $ 171.4s7 $2,063,054 $r,777,rr4 $ 2,03r,204 $ 944,030 $r.181,267 $1,043,077 s 821,293 (641,630) (520,470) (r,42e,3s7) (1,370,e35) (s4s,442) (744,s77) (316.s17) (2,313,284) $ 159.850 653,478 12.185 r72,6s3 550,285 $ (470.173) $1,542,584 s 347,7s7 $ 660,269 $ 398,588 $ 436,690 S 726,s60 $(1,491,991) $1,s48.4s1 s 492.482 $ 664,592 $ 6,176,905 $2,607,652 $ 2,510,352 $ 2,371,105 $ 618,868 2.6s4.t75 1,060,466 r,192,527 858,397 80,178 s 286,373 3sO,577 88,158 326,192 511,735 63,082 373,568 566,257 153,567 270,241 264,820 258,009 255,061 (6r,295) 169,558 3,156,586 2,425,627 2,053,100 2,964,424 2,445,873 2,471,886 25,258 (357,8E5) $ 480.627 ToEl.I oihs sE@ald fird! 13.596.526 t 3.51&92? J 3.070.570 I12.3?9.705 16,6E0,7E7 S 6l?5,552 I1,797,E86 S 907,rlE t 4E0,527 Nor.: P6i.d. Fidb2011 h.E lotba taoldildy E*d.d fcr! ib@oflt t@dtNo 54 of lh! C@trl AeorEtilg Sltndn h B@.t Fud B.L!c. R.lo.riig dd $c Gorqm(dl Flnd TyF Definnic CITY OF PRATTVILLE. AT AR4IYlq SCFIEDULE 4 CHANGES IN FUND BALANCES OF GOVERNMENTAL FLJNDS (modified accrual basis of accounting) 2003 $13,273,842 3,101,357 308,842 4,285,668 260,792 577,378 21,807 ,879 $ 15,144,960 3,231,340 321,324 4,133,786 412,392 901"465 24,145,267 $ 14,199,349 1,638,862 242,684 3,580,313 280,609 4,177,380 336,878 939,613 25,394,688 s14,729,824 1,798,544 242,416 3,939,277 790,502 4,511,61I 352,896 1,170,940 27,526,010 2007 $ 15,365,612 2,065,975 243,557 4,654,085 222,043 5,319,420 418,609 644,772 849,160 29,783,233 2008 $ 15,965,129 2,273,782 239,898 5,183,865 302,118 5,493,106 537,096 232,387 1,197,16l 3l,424,532 2009 $ 15,890,723 2,481,450 238,361 4,901,819 343,156 4,905,652 496,065 39,410 1,109,616 30,396,252 2010 s16,796,679 2,500,129 240,547 4,874,993 217,701 5,564,563 400,692 44,844 1,099,914 31,744,062 201 I s19,432,210 2,545,750 239,616 4,990,994 153,240 6,655,705 536,298 32,621 908,449 35,494,783 2006200s2004 o\(.rl REVENUES Sales taxes Real and personal property taxes Motor fuel taxes Licenses and permits lntergovernmental revenues Charges and fees for services Fines and forfeitures Interest Miscellaneous Total revenues EXPENDITURES. Unreserved, reported in: Current. General govemmental Public safety Public works Cultural and recreation Capital outlay Debt service. Principal payments Interest and fiscal charges Bond issuance costs Total expenditures Excess of revenue over (under) expenditures OTHER FTNANCTNG SOT.JRCES (USES): Transfers in Transfers out Transfers to component units Issuance ofbonds Issuance of refunding bonds lssuance of notes payable Proceeds from capital lease Payment to refunded bonds escrow agent Sale of capital assets Bond premium (discount) Total other financing sources Net change in fund balance Debt service as a percentage of noncapital expenditures 307,808 383-017 (61,630) 2,529,345 483,028 31,575,746 307,808 15,800,438 $ (897,137) 3,596,816 g,404,225 4"914,907 |,330,782 I,176,805 1,506,896 7L2,955 n,643386 (835,507). 4,699,240 {4,699,240) (444.647) 3,488,777 10,733,001 5,017,663 1,761,700 1,391,229 1,567,485 674,599 85,000 24,719,454 {s74,187) 3,209,831 (3,209,83 I ) (201,750) 2,085,000 373,259 272,836 l-_1,955,15!_ 9.78o/o 4,161,340 [ 1,665,559 5,613,345 1,780,612 2,193,L65 L,476,500 650,279 27 "540,800 (2,146,112) 4,461,246 {4,461.246) (302,350) 625,000 157,792 2,586 4,825,371 I1"141,574 24,664,571 1,796,512 2,493,938 2,599,045 650,342 74.1,010 48,912,363 (21,386,353) 32,254,124 {32,254,124) 30,470,000 625,000 480,746 5,261,945 11,153,949 5,588,300 2,005,573 8,505,999 1,418,665 |,917 ,209 35S51540 (6,068,407) 4,979,825 (4,979,825) 6,280,215 12,746,727 18,984,015 2,152,013 3,756,955 1,445,9L2 2,158,816 366,450 47,891,103 (16,466,571) 16,596,498 (16,586,498) 15,300,000 136,099 451,767 (87,428) _L_@11:r 8.85o/o 6,318,533 12,989,658 7,192"300 2,488,332 2,811,090 I,816,556 2,430,712 36,03?,181 (5,640,929) 7,276,949 (7,276,949) 1,621,373 1,000,000 930,760 7,537,96L 14,023,058 8,007,685 2,371,770 3,290,520 2,331,364 2,465,127 2l7,4ll 40,244,896 (8,504,834) 3,149,228 (3,149,228) 2,670,004 6,315,000 300,000 260,000 (6,322,926) 5,973,871 12"712,387 6,519,457 1,749,355 478,136 9,073,[90 2,492,666 jg,rrr,oCI (3,504,279) 5,525,970 (5,525,970) 5,637,303 $ (1,663,084) $10,189,393 $ (5,760,599) 3,ssz:rn =ffi s.63,..303 $ (2,088,796)$ (5,109,019) $ 2,133,024 10.240h 8.49Vo 8.60%L2.2lo/o 12.74o/o 13.54o/o 30.00% Apparel stores Food stores Automotive Manufacfuring machine Restaurants Home furnishings and appliances Building materials Service stations Other retail stores Totals City direct sales tan rate Source: City's Finance Departrnent. CTTY OF PRATTVILLE, ALABAIW{ SCHEDULE 5 NET TN&{BLE SALES BY CATEGORY 2003 2004 2005 20a6 2007 2008 2A09 2010 20rr $37,317,474 $40,062,414 $4s,541,937 $,t4,070,516 544,057,973 $49,891,510 $6r,766,373 $72,438,7E2 $89,597,7E1 74,336,069 75,475,573 78,477,260 79,tt9,35t 75,830,662 70,156,573 73,331,2U 71,839,635 85,899,518 93,894,984 96,341,702 90,016,728 78,357,966 74,734,t28 65,3E4,586 46,030,674 58,984,572 63,159,678 r,,225,203 1,8 13,5 I 7 1,,512,332 1,,512,272 50,107,828 57,047,006 59,626,869 63,443,394 62,844,097 51,658,420 53,838,46E 62,888,874 76,728,168 4,494,332 s,157,160 4,s99,982 s,r38,44E 6,693,246 r3,63E,37s 2r,877,677 20,s66253 19,7s4,rr4 3r,&4,832 37,753,391 44,r64,7M 44,49r,167 36,036,047 48,684,662 39,460,E96 39,128,465 46,078,340 5,838,760 6,428,097 8,639,890 9,765,852 10,784,193 2r,76r,W3 22,983,026 22,447,212 23,685,040 79,051,1E8 104,053,618 111,509,853 118,363,518 149,5M,076 256,892,888 244,770,686 262,697,325 294,142,143 s376,685,467 $422,318,961 5U2,s77,223 5442,750212 5460,s24,422 $579-293,310 $565,872,561 $612,503,4s0 $ 700,557,054 2.sa%250%2.50Yo 2.500iT.2.500 2.s0% 2.50%2.50% 3.50% o\o\ CITY OF PRATTVILLE. ALABAMA SCTIEDULE 6 SALES TAX REVENUE PAYERS BY CATEGORY FISCAL YEARS 2OO3 THROUGH 2011 2010 201 I N{.JMBER OF FILERS PERCENTAGE OFTAX TOTALTAXLIABILITY LIABILTTY PERCENT OF TAX REMITTED BY TOP TEN TAXPAYERS NUMBER OF FILERS NUMBER OF FILERS PERCENTAGE OFTAX TOTALTAXLIABILITY LIABILMY PERCENT OF TAX REMTTED BY TOP TEN TAXPAYERS PERCENTAGE PERCENT OFOF TAX REMTTEDTAX TOTALTAX BYTOPTENLIABILITY LIABILITY TAXPAYERS Apparel stores Food stores Automotive Machine Restaurants Home fumishings and appliances Buildrng matenals Service stations Odrer retail stores Totals 11.7tr/o 13.89/o l.74Vo O.lW/o lO.2V/o 4.l5Yo 7.48Yo 4.35Yo 46.3f/o _100-00o/"- 2006 8.050 17 ll.\3Yo 8 27 25 95 2.44Vo 12 6.22Yo 8 28 9.55Vo 918 $ 2,300,008 2,205,072 315,798 t1,,342 1,969,640 507,095 I,182,848 608,004 7,550,?36 13.81% 7.69/o l3.24Yo ll.97o 1.9@/o 0.07o/o tt.830h3.05Vo 2.l8%o 1.le/o 6.2ff/o 3.65Yo 45.350h 9.2204 l7 8 27 25 90 t2 8 29 964 l4 8 24 22 89 t2 8 30 980 $ 1,544,159 1,833,281 230,153 13,601 1,345,962 546,942 996,522 574,576 6,1L9,267 $ 1,810,970 1,795,991 294,923 11,342 1,572,222 514,156 978,2r2 561,180 6,565,423 8A9/o 12.250A 2.540A 6.74o/o 10.1tr/o 12.E4o/o t2.7304 2.0f/o 0 08% Il.l5o/o 3.65Yo 6.94Yo 3.98Yo 46.540/t, I,187 $ 13,194,463::I,180 $ 14,t04,419 100.00Plo I,138 $ 16,650,543 100.00olo NIJMBER OF FILERS PERCENTAGE PERCENTOFOF TAX REMTTED NUMBERTAX TOTALTAX BYTOPTEN OFLTABILMY LhBILITY TAXPAYERS FILERS PERCENTAGE OF TAX TOTALTAX LIABILITY LIABILITY PERCENT OF TAX REMITTED NUMBER BY TOP TEN OF TAX TAXPAYERS FILERS LIABILITY PERCENTAGE PERCENT OF OF TAX REMTTED TOTALTAX BY TOP TEN LIABILITY TAXPAYERS Apparel stores Food stores Automotrve Machine Restaurans Home fumrshrngs and appliances Buildrng materials Service stations Other retail stores Totals Ll.6V/o 20.82Yo 4.lZ%o 16.6f/o l.35Yo ll.TlYo 2.57'A 3t t40A _-__100.00%- 2005 75 l0ro.Tto6 8 28 I 1.80o/o 1,056 _r223 $ I,101,449 1,895,767 373,67r 1,571,102 167,331 900,901 269.605 3,738,602 _t__10,0t8,42!_ lO.9f/o 18.92o/o 3.73Vo 1s.68% 1.670/o 8.99/o 2.6f/o 37.33o/o 100.00P/o 9 $ I,101,763 6 1,977,984 30 391.790 69 1,586,085 l0 t28,461 6 r,Ll2,2'79 30 244,146 955 2,959,088 l,l l5 $ 9,501,596 l0.3lYo 2O.55o/o l.sloh l3 7 26 8.Wo 14 $ 1,247,288 9.48Yo l7 .7 lo/o 7 1,7 53,914 13 .33o 1680 25 326.923 2.4V/o L7 9.189 0.070 84 1,291,461 9.820/o 12 340,959 2.5V/o 7 .920A 8 I ,217,ll7 9.250 28 5M,O27 4140 10.98o/o 1,150 6,422,322 48.83% 1,345 $ 13,153,200 100.00%::-:::: 6.OOoh 12.560/0 r.3504 1.350 7 900h 12.48o/o o\{ NUMBER OF FILERS 8 6 23 60 7 5 28 898 NUMBER OF FILERS PERCENTAGE OF TAX TOTALTAX LIABILITY LIABILITY PERCENT OF TAX REMTTED NUMBER BY TOP TEN OFTAXPAYERS FILERS PERCENTAGE OF TAX TOTALTAX LIABILITY LIABILITY PERCENT OF TAX REMITTED BY TOP TEN TAXPAYERS PERCENTAGE PERCENTOFOF TAX REMTTEDTAX TOTALTAX BYTOPTENLIABILITY LIABILITY TNGAYERS Apparel stores Food stores Automotive Machine Restaurants Home furnishings and appliances Burlding marerials Service stations Other retail stores Totals Source: 9 6 3l 70 l0 6 30 943 I,139,548 t,961,932 450,084 12.2T/o 2l.l$Vo 4.86Yo l r. l5% 2L.LIo/o 2.82o/o 1,001,560 1,886,889 481,709 ll.6V/o 2t.860/0 5.580h 16jzYo 1.49/o l0.94Yo 1.8604 30.l4Yo l0.45Vo 2t.78010 2.43o/o l0.l8olo 12.OV/o 932,937 1,858,402 469,475 12.37o/o 24.65Vo 6.230/" 1t.32'A 24.2ro 2.g|o/o 9.93Yo 13.030 9 6 30 1,490,672 1,6.0f/o I 15.000 1.240h I,l04,t l8 Ll.gzYo 215,997 233Vo 2,787,746 30.09/o 65 1,426,175 7 t28,929 t0.920A 6 943.835 28 160,7CI2 ll.93o/o 882 2,601,340 1,033 _L_gJ:U3e_ 1,252,696 16.6204 112,358 lAf/o 79l,l2l ro.4f/o 145,969 1.940 t,976,280 26.21:/0 1,035 $ 7,539,238 lWYo:-::=:-;:EI,105 s 9,264,A97 100.00p/o:::100.00o/o Notc: Due ro qidqfisliry issu, tlrc mc of lhe h ldg6t r€vare psyss re rrel avaihble. Thc st€gori6 prMt€d 8e intmded b povide altemxirc informatim reguding drc rr of dE CiVs @aue. CITY OF PRATTVILLE, ALABAMA SCHEDULE 7 DIRECT AND OVERLAPPING SALES TAX RATES FISCAL YEAR CITY DIRECT RATE AUTAUGA COTJNTY STATE OF ALABAMA TOTAL SALES TAX 2003 2004 200s 2006 2007 2008 2009 2010 20lr FISCAL YEAR 2.50 2.50 2,50h 2.50 2.50k 2.50h 2.50 2,SYo 3.50 CITY DIRECT RATE ELMORE COUNTY 4,00Y0 4.000 4.000 4.0004 4.A00h 4.0004 4.0004 4.000 4.0004 STATE OF ALABAMA 8.50 8.50 8.50 8.50h 8.504 8.50h 8.SYo 8.50 9.50 TOTAL SALES TAX 2% 2% 2% 2% 2% 2% 2% 2% 2% 2003 2004 2005 2006 2007 2008 2009 2010 20lr 2.50h 2.sYo 2.sYo 2.50 2.50 2.sYo 2,50h 2.50 3.50 t% I% t% t% 1% t% r% t% t% 4.000 4.0004 4.000h 4.000 4.00Yo 4.0004 4,000 4.0004 4.0004 7 .50 7.50h 7 .50 7 .50 7 .50 7.s%o 7 .50 7 .50 8,504 Sources: City Finance Department, Autauga County Revenue Commissioner's Office, and Elmore County Department of Finance. 68 CITY OF PRATTVILLE. ALABAMA SCHEDULE 8 RATTOS OF OUTSTANDTNG DEBT BY TYPE FTSCAL YEAR GENERAL OBLIGATION BONDS TERM LOAN LTMITED OBLTGATION WARRANT L,594,489 1,594,489 1,594,489 L,594,489 1,594,489 CAPTTAL LEASE TOTAL PRIMARY GOVERNMENT 15,509,906 16,400,680 15,081,973 44,647,555 45,133,603 59,449,764 61,1 64,822 62,337,354 58.853.728 PERCENTAGE OF TAXABLE SALES (b) 4.12% 3.88% 3.41o/o 10.08% 9.80% t0.26% 10.81% r0.18% 8.40o/o PERCENTAGE OF PERSONAL INCOME (a) PER CAPITA (a) 339 349 315 909 906 l,l8 I 1,205 1,142 * 2003 2004 2005 2006 2007 2008 2009 2010 20tl 14,920,985 15,8 r1,724 14,595,000 44,352,609 43,102,043 56,994,583 57,099,163 57,699,065 54.755.183 $ 99,344 1,025,708 1,803,956 L.755.709 588,921 588,956 486,973 294,946 437 ,07 | 76t,348 1,445,462 1,239,844 748.347 L.29Yo 1.29% l.l,0o/o 3.04% 2.900 3.620A 3.680/o * t< o\\o Notes: Details regarding the City's outstanding debt can be found in the notes to the hnancial statements. (a) See the Schedule of Demographics and Economic Statistics on page 73 for personal income and population data. (b) See page 66 for net taxable sales. * Information not available. FISCAL YEAR GENERAL OBLIGATION BONDS CITY OF PRATTVILLE. ALABAMA SCHEDULE 9 RATIOS OF NET GENERAL BONDED DEBT OI.JTSTANDING LESS: AMOLINTS AVAILABLE DEBT SERVICE FLIND PERCENTAGE OF PER NET TAXABLE CAPITA . S .{,ES (a) - (!)TOTAL 2003 2004 2005 2006 2007 2008 2009 2010 20t I 14,920,995 15,8 11,724 14,595,000 44,352,609 43,102,043 56,994,583 57,099,163 57 ,699,065 54,7 55,183 153,567 270,241 264,820 2,g12,lg4 I ,3 I 5,527 I,l3 1,232 1,427 ,955 80, I 78 5 14,7 67 ,41 8 15,541,483 14,330,180 41,440,425 4l ,7 86,5 I 6 55,863,351 56,071,208 57 ,618,887 54,7 55,178 3.920/o 3.68s 3,24Y0 9,360/o 9.07o/o 9.64% g,9lo10 9.41% 7.82% $ 323 331 299 844 839 l,l0g I,105 1,056 *{ Notes: Details regarding the City's outstanding debt can be found in the notes to the financial statements. (a) See page 66 for net taxable sales. (b) See the Schedule of Demographics and Economic Statistics on page 73 for population data. * Information not available. 70 CITY OF PRATTVILLE, ALABAMA SCHEDULE IO DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT AS OF SEPTEMBER 30. 2OI I DEBT OUTSTANDING ESTIMATED PERCENTAGE 4PPLICABLE (q) ESTIMATED SHARE OF DIRECT AND OVERLAPPING DEBTGOVERNMENTAL UNIT Debt repaid with property to<es: Autauga County Subtotal, overlapping debt $ 12,916,258 City of Pratfville, Alabama direct debt Total direct and overlapping debt 46,480 $ 6,003,348 58,853,728 $ 64,857,076 - Sources: Assessed value data used to estimate applicable percentages provided by the Autauga County Revenue Commissioner. Debt outstanding data provided by the County. Notes: Overlapping governments are those that coincide, at least in part, with the geographic boundaries of the City. This schedule estimates the portion of the outstanding debt of those overlapping govemments that is bome by the residents and businesses of the City of Pratwille, Alabama. This process recognizes that, when considering the City's ability to issue and repay long-term debt, the entire debt burden bome by the residents and businesses should be taken into account. However, this does not imply that every taxpayer is a resident, and therefore responsible for repaying the debt, of each overlapping government. (a) The percentage ofoverlapping debt applicable is estimated using ta:<able assessed property values. Applicable percentages were estimated by determining the portion of the City's taxable assessed value that is within the County's boundaries and dividing it by the County's total taxable assessed value. 7l Debt limit Total net debt applicable to limit Legal debt margin Total net debt applicable to ttre limit as a percentage of debt limit 3l.84Vo 2738Yo 24.12o/o 17.29/o 16.820 CITY OF PRATTVILLE. ALABAMA SCHEDULE 1 I LEGAL DEBT MARGIN TNFORMATION 2003 2004 2005 2W6 20{J.7 2008 2009 2010 2011 f4o,t47,972 $42.639,343 $45,188,970 952,942,25r S58,581,532 $67,654,684 $69,779,924 571,725,19 570,69L240 13,006,339 | 1,845,439 10,899,363 9,153,937 9,853,367 9,@9,304 I 1,690,201 14,415,694 12,436,482 $27,E41,633 $30,793,909 $34,289,607 $43,788,314 $48,728,165 $5E,005,380 $5t,0t9,723 S57,309,470 $ 5t,255,75E L4.26o/o 16.750/o 2O.lV/o L7.5f/o Legal Debt Margin Calculation for Fiscal Year 2011 Assessed value Debt limit (2V/o of total assessed value) Debt applicable to limit: General obligation bonds Notes payable Lease payable Less: Amount set aside for repaym,ent of general obligation debt Total net debt applicable to limit Legd debt margin _l_:53,461299_ $ 70,692,240 9,760,183 1.,927,957 748,347 5 12,436,482 $ 58,255,758 Note: Under state law' the City of Prattville, Alabama's outstanding gaersl obliga:ion debt should not exceed 20plo oftotal assessd prop€rty value. repaying goeml obligation bonds. By law, the general obligation debt subject to the limitation may be offset by amounts set aside for CITY OF PRATTVILLE, ALABAMA SCHEDULE 12 DEMOGRAPHIC AND ECONOMIC STATISTICS CALENDAR YEAR 2003 2004 2005 2006 2007 2008 2009 2010 20tr POPULATION PERSONAL TNCOME (THOUSANDS oF pOLLARS) r,2a1,705 1,,273,284 1,371,084 1,467,514 I,555,999 1,640,204 r,66A,766* PER CAPITA PERSONAL INCOME SCHOOL ENROLLMENT 8,960 (02-03) 9,083 (03-04) 9,282 (04-05) 9,379 (05-06) 9,649 (06-07) 9,8 l9 (07-08) 9,854 (08-09) t0,076 (09-10) 9,877 (10-11) AUTAUGA COUNTY UNEMPLOYMENT RATE 4.60% 43AYo 3.20% 2.90o.h 2.90% 4.50% 8.60% 8.00% 6.80% MEDIAN AGE {(, 45,762 46,933 47,870 49,105 49,834 50,354 50,7 56 54,,57 | 26,260 27 ,130 28,642 29,885 31,224 32,573 tr,rr: 36. 10 36.46 36.26 36.16 36.37 {< Sources: Population, personal income, and median age information provided by the Bureau of Economic Analysis and the Central Alabama Regional Planning and Development Commission. Unemployment data provided by the Alabama Department of Industrial Relations and the United States Department of Labor Bureau of Labor Statistics. School enrollment data provided by the Autauga County Board of Education. Note: Population and median age information are based on surveys conducted during the last quarter of the calendar year. Personal income information is a total for the year. Unemployment rate information is an adjusted yearly average. School enrollment is based on the census at the start of the school year. * Unavailable CITY OF PRATTVILLE, ALABAMA SCHEDULE I3 PRINCIPAL EMPLOYERS EMPLOYEES 1,000 600 480 385 235 165 r54 130 r25 100 3,37 4 20tr EMPLOYER PERCENTAGE OF TOTAL CITY EMPLOYMENT 6,38Yo 3.83Yo 3.06Vo 2.4604 1.500h 1.050 0.98yo 0.830 0,80% 0.640 21 s3% Autauga County Board of Education International Paper Wal-Mart Cify of Prattville, Alabama Prattville Baptist Hospital Autauga County Prattville Health and Rehabilitation Kinedyne LoneStar Plastics M-Tek Totals Source: Prattville Area Chamber of Commerce. Note: Information does not include government employment *Ninth previous year information not available 74 CITY OF PRATTVILLE, ALABAMA SCHEDULE I4 FULL-TIME EQUIVALENT CITY GOVERNMENT EMPLOYEES BY FLINCTION 2003 2004 2005 2006 87 5 75 5 4 9 t4 26 26 22 2007 85 7 85 4 4 l3 l8 28 25 23 2008 5 7 8 4 4 4 3 l0 87 9 89 4 5 l3 22 28 26 24 2009 3 7 7 5 4 6 4 t2 90ll 89 4 4 t6 22 30 29 24 2 2010 3 7 7 5 4 6 3 l0 92 9 88 4 4 l4 2l 29 28 24 2 z0rr 85 7 84 8 9 7 28 25 2l l5 2 Function/Program General government: Executive Legislative Finance City Clerk Human resources Judicial Information technology Vehicle maintenance Public safety: Police: Officers Civilians Fire: Officers Civilians Public works: Engineering Planning and development Street Sanitation Wastewater Urban management Culture and recreation: Leisure services Performing and creative arts Totals 3r7 32t 323 ---- 313 335 352 - ---- 369 360 325 --- -- 3 7 7 6 I 6 2 l0 86 5 76 2 7 5 l8 29 26 2l 3 7 7 4 2 4 3 l0 88 5 8r 4 4 9 l8 27 23 22 4 7 7 4 2 4 J l0 86 5 82 4 4 l0 t6 27 26 22 3 7 6 2 4 5 I 6 5 7 7 4 4 4 3 9 5 7 6 4 2 4 .tJ 9 Source: Human Resources. Notes: This report includes regular full time employees, regular part time employees (based on full time equivalent employment calculated by dividing labor hours by 2,080 hours), elected and appointed offrcials as of September 30 each vear, 75 CITY OF PRATTVILLE" ALABAMA SCHEDULE 15 OPERATTNG TNDTCATORS BY FUNCTTON/PROGRAM 2003 2004 2005 313 18 6,537 3,283 105 3,531 6,199 96 2,291, 3,000 2.54 r.67 38 18,500 2006 2007 2008 2009 2010 20tr 106 135 106 L7 l0 ll 6,472 3,658 3,142 177 149 r47 \to\ Function/Program General government: Building permits issued: Residential Commercial Building inspections conducted Building plan reviews Public safety: Police: Physical arrests Parking violations Traffic violations Fire: Emergency responses Fires extinguished Inspections Public works: Potholes repaired Street resurfacing (mi les) Wastewater: Average daily sewage treatment (millions of gallons): Autauga Creek Pine Creek Refuse collection: Refuse collected (tons per day) Recyclables collected (tons per day) Sources: Various City departments 282 26 2,988 324 4,425 5,191 r07 1,998 3,000 r.69 1.65 35 16,000 367 27 2,955 274 4,454 5,547 135 2,229 2,000 9 1.82 r.49 37 17,500 351 l7 8,727 3,302 89 3,942 6,449 t43 2,395 2,000 7 2.06 1.77 39 20,000 260 26 7,493 317 3,252 77 6,398 7,026 142 2,522 3,000 r.7 5 r.70 4l 25,000 173 t6 7,455 32s 3,288 2s3 6,236 6,1 84 1r5 2,766 2,000 8 1.90 1.88 42 27,000 2,651 143 7,914 4,989 132 3,772 3,000 44 28,000 2.35 2.r8 1.601.99 1.87 1.90 3,035 3,208 348 373 6,299 6,450 5,199 5,221 115 113 2,996 2,725 2,000 2,000 3 45 46 29,00a 30,000 CITY OF PRATTVILLE. ALABAMA SCHEDULE 16 CAPITAL ASSET STATISTICS BY FLINCTIONNROGRAM 2003 2004 2005 2006 2007 2008 2009 2010 201 l Function/Program Public safety: Police: Stations Patrol cars Motorcycles Fire stations Refuse collection Collection trucks Public works: Streets (miles) Highways (miles) Streetlights Traffic signal heads Cultural and recreation : Acreage Playgrounds Baseball/softball diamonds Soccer fields Community centers Senior citizens center Sources: Various City departments. I 65 ll 3 t2 330 9 l6 9 2 I I 65 ll 3 l2 330 9 l6 9 2 I I 70 ll 3 ll 330 9 l6 9 2 I I 66 l0 3 t2 330 9 l6 9 2 I I 66 ll 3 l4 330I t6I 2 I I 7l ll 3 l5 330 9 t6 9 2 I I 8l ll 3 l5 354 l0 l6 9 2 I I 82 ll 3 l5 I 8l 9 3 l5 209 23 2,450 270 3s4 354l0 l0 16 16 9922 ll Notes: No capital asset indicators are available for the general government. 77