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FY12 Comprehensive Annual Financial Report - City of PrattvilleCITY OT PRATTVILLEO ALABAMA FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2OI2 COMPREHENSIVE ANNTJAL FINANCIAL REPORT Prepared by: Department of Finance Douglas C. Moselty, CITP, CISA, CPA Finance Director INTRODUCTORY SECTION CITY OF PRATTVILLE, ALABAMA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 3O,2OI2 TABLE OF CONTEI\TS I. INTRODUCTORY SECTION Table of contents Letter of transmittal List of principal officials Organizational chart Map of the City II. FINANCIAL SECTION Independent auditor's report Management's discussion and analysis PAGE i-iii iv - vii viii ix X | -2 3-14 20 2T 22 23 BASIC FINANCIAL STATEMENTS Government-Wide Financial Statements Statement of net assets Statement of activities Fund Financial Statements Balance sheet - governmental funds Reconciliation of balance sheet of governmental funds to statement of net assets Statement of revenues, expenditures, and changes in fund balances - govemmental funds Reconciliation of statement of revenues, expenditures, and changes in fund balances of governmental funds to statement of activities Statement of net assets - proprietary funds Statement of revenues, expenditures, and changes in net assets - proprietary funds Statement of cash flows - proprietary funds l5 t6 t7 l8 l9 CITY OF PRATTVILLE. ALABAMA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30" 2OI2 TABLE OF CONTENTS (Continued) II. FINANCIAL SECTION (Continued) pAcE Statement ofrevenues, expenditures, and changes in fund balances - budget and actual general fund 24 - 27 Notes to Financial Statements 28 - 62 Schedule of funding progress of the City's post-employment benefits other than pensions 64 REQUIRED SUPPLEMEI\TARY II{FORMATION Schedule of funding progress of the City's defined benefit pension plan SUPPLE MEI\TARY INFO RMATION Combining balance sheet - nonmajor governmental funds 63 65 Combining statement of revenues, expenditures, and changes in fund balances - nonmajor governmental funds 66 Combining balance sheet - nonmajor special revenue funds 67 Combining statement of revenues, expenditures, and changes in fund balances - nonmajor special revenue funds 68 Budgetary comparison schedule - state gasoline excise tax fund 69 Budgetary comparison schedule - state gasoline and lubricating oil excise tax fund 70 III. STATISTICAL SECTION Financial Trends Schedule I Net assets by component 7l Schedule 2 Changes in net assets 72 -73 Schedule 3 Fund balances of sovernmental funds 74 CITY OF PRATTVILLE. ALABAMA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30. 2OI2 TABLE OF CONTENTS (Continued) III. STATISTICAL SECTION (Continued) Schedule 4 Changes in fund balances of governmental funds 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 Debt Capacity Schedule 8 Ratios of outstanding debt by type Schedule 9 Ratios of net general bonded debt outstanding Schedule l0 Direct and overlapping governmental 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 l4 Full-time equivalent city government employees by function Schedule l5 Operating indicators by function/program Schedule l6 Capital asset statistics by function/program PAGE 75 76 77 -78 79 80 84 86 8l 82 83 8s 87 88 lll   iv        March 25, 2013    To the Citizens of   The City of Prattville  Prattville, Alabama     The Comprehensive Annual Financial Report (CAFR) of The City of Prattville (the government) for the  fiscal year ended September 30, 2012 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 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 government and its component units.  All disclosures necessary  to enable the reader to gain an understanding of the government’s financial activities have been  included.    The Report    The financial section of the CAFR 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.      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,  environmental services, culture and recreation, economic and community development, planning, and  general administrative services.    During fiscal 1993, the City of Prattville implemented the Governmental Accounting Standards Board’s  (GASB) statement on defining the reporting entity.  As a result, the Autauga‐Prattville Public Library,  Prattville Airport Authority, and Historical Prattville Redevelopment Authority have been included as  separately presented component units on the City’s reporting entity in the CAFR.            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 No. 63, "Financial Reporting of Deferred Outflows of Resources, Deferred Inflows of Resources, and Net Position," provides financial reporting guidance by standardizing the presentation of deferred outflows of resources and deferred inflows of resources and their effects on a government's net position. The requirements of this statement are effective for financial statements for periods beginning after December 31, 2011. City Profile The City of Prattville is the County seat of Autauga County, was incorporated on August 8th 1865, and is located in south central Alabama. lt serves a population of approximately 33,960. The City of Prattville operates under a Mayor/Council form of government with a fiscal year from October l't 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, Debt Service Fund, Special Revenue Funds, and Enterprise Funds 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 localeconomy. The City of Prattville 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 government is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the government 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 generally accepted accounting principles. 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 government 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 generally accepted 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 government 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 finance director or mayor. VI Budget amendments are effected by ordinance enacted by the governing body when needed. Activities of the General Fund, Debt Service Fund, Special Revenue Funds, and Enterprise Funds are included in the budget. Encumbrances lapse at year-end; however, encumbrances remaining against a positive department budget balance may be re-appropriated as a "prior year carryove/'. The City's budget is prepared in accordance with generally accepted accounting principles (GAAP), with the exception that capital outlays are budgeted within those departments. The financial statements presented in the financial section of this report are presented in accordance with GAAP; that is all capital outlays have been aggregated in a single line captioned "capitaloutlay." Healthcare costs - With the healthcare costs continuing to increase, the City of Prattville 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 through council resolution established a goal of achieving a net ending fund balance in the General Fund that is equal to or greater than LSYo of the total expenditures and other financing uses. Other Information Independent Audit - The government 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. 4-133 (Audits of States, Local Governments, and Non-Profit Organizations), the City's audit report must be signed by a certified public accountant. The accounting firm of Jackson Thornton & Co. P.C. was selected through a competitive proposal process. The audito/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 audito/s reports on the internal control 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 101 West Main Street, Prattville, Alabama. Acknowledgements - The preparation of the comprehensive annual financial report could not be accomplished without the dedicated services of all City departments but in particular an efficient Finance Department staff. We express appreciation to each member of these departments for their contributions made in the preparation of this report. vii Mayor Willie Lee Wood, Jr. Nathan Fank, President Pro Tempore Thomas Miller Municipal Court City Attorney City Prosecutor City Clerk 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, 2OI2 CITY COI.INCIL Mike Renegar, President HEADS OF DEPARTMENTS Bill Gillespie, Jr. Denise Brown Albert Striplin Ray Boles Judge Louis C. Colley David McDowell Robert E, Riddle Cathy Dickerson 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- Enterprise Fund Urban Management City Clerk Authorities, Boards & Commissions Wastewater- Enterprise Fund 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 ix I 6 5 S I 6 5 N HWY 14 W CO R D 57 CO RD 4 E E MAIN ST HWY 82 BYP E CO RD 85 H W Y 82 W CO R D 29 S M E M O R I A L D R CO R D 2 7 C O R D 1 0 HWY 3 1 N W 4TH ST HWY 14 E DO STER RD H W Y 8 2 B Y P W UPPER KINGSTON R D CO R D 5 1 DU RDEN R D BRIDGE C R E E K R D E 6TH ST CO RD 39 OLD RIDGE RD E G OL S O N RD COBBS FORD RD N MEMORIAL DR MARTIN LUTHER KING JR DR N C T S T INDIAN HILLS RD CO RD 50 S E L M A H W Y SHE IL A B L V D CO RD 4 W FAIRVIE W AVE NOR THIN G T O N R D JENSEN R D JA SMINE TRL SIMM ONS RD 1ST ST WAS H ING T O N F E RRY RD WETUMPKA ST W 6TH ST E POPLAR ST OLD AUTAUGAVILL E RD POWELL RD L O W E R KI N G STO N R D OLD F A R M L N S SU M MER LN CO R D 4 1 MONFEE RD GIN SHOP HILL RD HUIE S T ROLLING HILLS DR PI E R C E L N LIPSCO MB R D HWY 31 S MU R F E E DR GARDNER RD CAMEL L I A DR W 5TH ST REDFIELD RD MT AIRY DR WRI GHT ST D A V I S S T MAG NOLI A DR C O RD 58 NEWTON S T PA L M E T T O P L COOPER AVE FIRE SID E DR JANICE ST ALLE NVILLE RD TERI LN TARA DR GRAY DR FL ORIDA ST E 3RD ST ROCKY M O U N T RD GILLESPIE ST ALABA M A ST TILL ST SH A D Y OAK L N PR A T T ST RE D EAGLE RD POPLAR ST MIM OSA R D BO OTH ST MCQ U E EN SMITH RD N WADSWORTH LN GREENCREST LN IN Z E R L N MONFE E C T REUB E N RD CO OK RD MA P LE S T 10TH ST OLD FARM L N N W EBB DR DEER TRACE LEIG H D R SHADOW LN WY NG A TE D R JOYCE ST MA R L Y N DR BU R T LN LEGENDS D R S W E E T RIDGE RD ARROWHEAD DR RID G E T R L QUAIL RU N D OE DR GADDIS AVE LIVE OAK DR RICE S T BEN S O N ST GAIL ST TRO LL EY RD WI NDRUSH LN BETH MANOR DR RE D H A WK RD RIC K Y DR LI N A D R FOGARTY R D WOOD V A L LEY RDG C YGN U S LN C O R LEY RD PATRICK ST C O SBY C T S C T S T EDINBURGH S T C O NS TITUTION AVE G S RD ECH L I N B L VD OATES RD KAY ST OLD H W Y 31 COOT E R S POND RD P LUM ST HALLMARK DR A S B URY DR MONTAUGA RD 9TH ST DENIS E D R SUM M I T P KW Y PEC A N A V E MC Q U EEN S MITH RD S GUILFORD LN S H A D Y HILL RD SMITHVILL E R D SU M MERHIL L R D PAULA ST RIDGEWOOD RD WYN F I EL D DR BASS PRO B L VD SANFORD DR CAROL ST GRAFF RD AM A NDA L N GOLSON PLACE BLVD RUTH ST WYATT L OOP RD E A S Y S T OR T ON S T PATE S MIL L LN DALE DR HE A T HER D R VI NDA L E RD H O L L Y L N MOUN T A IN VIL LA DI A NE D R AB ING T O N ST HIG H P L CLEAR CREEK DR VALRIDGE W KING ST O N O AK S D R CALUM E T P K W Y LEWIS ST E 5TH ST E 4TH ST REED ST BU R KE T T D R MIMS L N WINCHESTER WAY BE L L LN TA P I A L N HOWARD ST PEBBLE CREEK DR JENNY D R TH ISTLE RD MY R T L E W O O D L N TU R N ER C RS LAURE L P L HIG H POIN T E RDG WYNWOOD DR I 6 5 N O F F R AM P RO B B I N S D R LAN G F O R D DR RHODES LN SPR U CE S T LONG ST GADDIS PIT RD CARDIN AL LN PICKET T ST LINDEN LN BRECKINRIDGE LN ASTR O S A V E CO LEM A N W A Y JA M E STO W N D R MI L L E R T R C E I 65 N O N R A M P LIPSCOMB CT WIND M ILL D R MI LL VILL AG E LN OLD MIL L WY HI L L S T HA MPS TEAD S T SEAMON ST RIDGE TER GALAHAD DR I 6 5 S O F F R AM P ASHWOOD DR GATOR HILL DR GR EENC R E S T ST MA LONE CT CHE RO KE E DR MA LW E ST DR AVIATION WY HAR E CIR NO RR I S RD ESWICK DR HUGHES ST AUBURN RD SAR A L N NO BLES L N FAULK AVE HWY 82 W L E G ENDS DR CO RD 27 £¤82 £¤82 OP14 OP14 IJ4 IJ29 IJ85 £¤31 §¨¦65 §¨¦65 IJ10 IJ80 IJ50 IJ27 OP14 STREETS CITY LIMIT μ 012340.5 Miles CITY OF PRATTVILLE, AL 2012 x FINANCIAL SECTION at:t ataJAc:KSON THORNTON '. A PROFESSIONAL CORPORATION rvww.jacksonthornton.colrl ooOo oooaaoooa.o.oaoaooooooooooooooooa MONTGOMERY, AIABAMA Dothan Prattville Wetumpka TNDEPENDENT AUDITOR' S 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 business- type 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 30,2012, 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. ln our opinion, the financial statements present fairly, in all material respects, the respective financial position of the governmental activities, the business-type 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, 2012, 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. In accordance with Governmental Auditing Standards, we have also issued our report dated March 25, 2013 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 ofour audit. II A PROFESSIONAL CORPORATION CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS MEMBER OF AMERICAN INSTTTUTE OF CERTIFIED PUBLIC ACCOUNTANTS Accounting principles generally accepted in the United States of America require that the management's discussion and analysis and the schedule of funding progress of the Employees' Retirement System and the Employees' Health Insurance Plan on pages 3 through 14 and pages 63 and 64 be presented to supplement the basic financial statements. Such information, although not a required part of the basic financial statements, is required by the Governmental Accounting Standard Board, who considers it be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City of Prattville, 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 of additional analysis and are not a required part of the basic financial statements. Such information has not been subjected to the auditing procedures applied in the audit of the basic financial statements, and accordingly, we do not express an opinion or provide any assurance on it. {ttl,tt"M4h, P& Prattville, Alabama March 25,2013 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, 2012. 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. X'inancial Highlights The City of Prattville, Alabama's assets exceeded its liabilities at September 30,2012, by $2,166,933 (net assets). Of the net asset balance amount, ($33,787,690) (unrestricted net assets) is the deficit balance of the City representing the indebtedness incurred 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 $10,651,643, as revenues of $42,503,744 exceeded expenses of $31,852,101. The increase in revenue is due to the increase in sales tax revenue, increase in charges for services, and the acceptance of 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 government-wide personnel expenses decreased by approximately 5.\oh 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 $276,383 in the current year to record unfunded OPEB obligation. As of the close of the current fiscal year, the combined ending fund balances of $5,803 ,826. from the prior year. City's governmental funds reported There was an increase of $ 1,548,451 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 (FPRA), 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 adminishative 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, Alabamathat ue 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 business-type activities of the City of Prattville, Alabama include the Sanitation and Wastewater departments. 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 modified 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, expendifures, 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. Proprietary funds - Services for which the City charges customers a fee are generally reported in proprietary funds. The City of Prattville, Alabama maintains one type of proprietary fund. Enterprise funds are used to report the same functions presented as business-type activities in the entity-wide financial statements, The City of Prattville, Alabama uses enterprise funds to account for its Sanitation and Wastewater departments. The City has no internal service funds. Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for the Sanitation and the Wastewater departments, which are considered to be major funds of the City of Prattville, Alabama. 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 28 through 62 of this report. Other Information The combining statements refened to earlier, which present more detailed views of non-major funds used in governmental activities, can be found beginning on page 65 of this report. Government-Wide Financial Analysis The City's condensed statement of net assets as of September 30, 2012 and 201 l, derived from the government-wide statement of net assets is presented below. GOVERNMENTAL ACTIVITIES BUSINESS.TYPE ACTIVITIES TOTALS Current and other assets Capital assets, net of depreciation Restricted assets Total assets Long-term liabil ities outstanding Other liabilities Total liabilities Net assets: Invested in capital assets, net of related debt Restricted Unrestricted Total net assets 20t2 $ 8,505,992 45,2Q9,029 221,349 53 ,936,370 54,284,059 2,79?,564 ,. 56,987;623 31,400,291 803,180 (35,254,724\ $ (3,0.:!,2s;\ 20tL $ 5,413,067 51,205,094 _ 182,831 56,807,992 60,478,319 4,,8 l4J 83 65,?92,702 33,144,191 653,47 8 (4?2282,?79\- $ (8.:481,? lA zQJ? $ 1,785,058 6,479,196 @ 2,886,978 Li9,089 3,0!6,067 3,751,152 l,y7 ,0,,3,L $ 5,2 t 8,t qp 35,151,443 803, I 80 (33,7 87 ,690\ $ 2,166,933 201 I $ 5,413,067 51,205,094 , 189,831 56,847,992 _ 60,478,319 4,814,383 65,292,702 33,144,191 653,478 (4.2,282,3791 _$l!,484J19I 201 I 20t2 $ 10,291,050 5 1,688,225 -ffi 57,171,037 _ 2,962.653 j0,033,690_ The largest component of the City's net assets as of September 30, 2012 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 future spending. Although the City's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other 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, 2012 increased by $483,131 from the prior year primarily due to the amount of donated infrastructure and current year additions in excess of current year depreciation expense of $2,419,219. 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 assets exceeded liabilities by $2,166,933. The increase in net assets over the prior year is attributed primarily to the acceptance of donated infrastructure of $2,266,800, the reduction in debt of $3,307,282, the increase in sales tax revenues of $3,023,847, and reduction of current liabilities of $1,951,730. A portion of net assets is restricted, or has restrictions on how they may be used. Governmental activities restricted net assets totaled $803,180 at September 30,2012 and are restricted for use in public safety, capital projects, road 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, 2012, reported a deficit balance in unrestricted net assets in governmental type activities of ($35,254,724). The large negative unrestricted net assets is the result of $41,010,000 in 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. Business-type activities reported unreshicted net assets of $ 1,467,034 at September 30,2012. The following presents the City's condensed statement of activities for the fiscal years ended September 30,2012 and 201I 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 primary government increased by $10,651,643. This increase includes the acceptance of donated infrastructure of $2,266,800 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 the associated personnel costs; and a reduction in operating expenses. CITY OF PRATTVILLE, ALABAMA STATEMENT OF ACTIVITIES GOVERNMENTAL ACTIVITIES BUSINESS-TYPE ACTIVITIES TOTALS Revenues: Program revenues: Charges for services Operating grants, capital grants, 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 safety Public works Culture and recreation Debt service Sanitation Wastewater Total expenses Increase in net assets before transfers Transfers Increase (decrease) in net assets Net assets - beginning Net assets - ending ?6,07 4p7? 6,868,707 12,918,70 | 3,5 | 8,01 5 1,766,958 2,195,048 _ 49853,?82 6,!28,765 6,994,319 13,369,083 7 ,235,404 2,080,642 2,460,545 27,267,429 32,129,992 2,069,31 8 .2,515,354 ,, 4,584,672 1,844,0938,807,550 8,723,990 (2,374,093) _ 3,3,7,4,093 _ 5,433,457 8,723,990 5,218,186 zou 20r r $ 7,369,546 $ 12,182,897 2,770,564 6,040,953 19,140,1 06 I 8,223,859 22,456,057 19,432,210 2,688,777 2,545,750 239,616 286,883 153,240 503,156 259?316 25,934,873 22,630,132 (8,484,710) (17;98,700) _q- (3,9?t ,rs3) $ = (8,184,n o) 20t2 201 I 20.t2. zQtl $ 13,636,565 $ 12,182,897 _ 2,930,!94 6,04.0,953 ,t6,567,449 l8/,23J50 22,456,057 19,432,210 2,688,777 2,545,750 239,616 286,883 153,240 :gf,srg ., 2s,e,3r6 25,?36,295 22,639,132 42,5A3,744 40,853,982 6,868,707 12,918,701' 3,518,015 1,766,958 2,1q5,048 2,069,31 8 2,515,354 6,994,31 8 13,369,083 7 ,235,404 2,A8A,642 2,460,545 3I,Si2,lol _3?,129,99,2 10,651,643 8,723,990 10,65 | ,643 8,723,990 - (8,484,710) (17,208,700) q ,,166gE, ,$ (8,484,11o) $ 6,267,019 _ !60,324 6,427,343 I L)), t . --rc -- - - $ 5,21 8,186 8 Expenses and Program Revenues for Governmental Activities Governmental activities increased the City of Prattville, Alabama’s net assets by $5,433,457 for fiscal year 2012. 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:  Revenues from charges for services decreased by $4,813,351 due to sanitation and wastewater fees being recognized as revenues from business-type activities in the initial year of proprietary fund reporting.  Sales tax revenue increased $3,023,847 which is the result of the full year impact of the increase in the sales tax rate of 1 cent.  Donated infrastructure of $2,266,800 is included in total program revenues which decreased from donated infrastructure in the prior year by $3,441,870.  Personnel expenditures decreased over the prior year by approximately 6.81% which decreased all functional expense categories.  Public works expenses decreased by $3,717,389 due to the expenses totaling $4,584,672 of the Sanitation and Wastewater Enterprise funds of which are recognized as expenses from business-type activities in the initial year of proprietary fund reporting.  Public safety expenses decreased over the prior year by $450,382, primarily due to the decrease in personnel expenses and a decrease in operating expenses.  Culture and recreation expenses decreased $313,684 due to the beginning of a critical review of programs offered to make sure they were financially sound and the decrease in personnel expenditures. - 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 2012 Expenses 2012 Revenues 2011 Expenses 2011 Revenues 9 Program and General Revenues for Governmental Activities 20% 62% 8% 8% 1% 1% 0% Revenues By Source - Governmental Activities - FYE 2012 Charges for services Sales tax Property taxes Grants and contributions Intergovernmental revenues Miscellaneous Investment earnings 30% 48% 6% 15% 1%0%0%0% Revenues By Source - Governmental Activities - FYE 2011 Charges for services Sales tax Property taxes Operating grants & contributions Motor fuel taxes Intergovernmental revenues Miscellaneous Investment earnings 10 Expenses and Program Revenues for Business-Type Activities Business-type activities increased the City of Prattville, Alabama’s net assets by $5,218,186. Key elements of this change in net assets are as follows: • At the beginning of the 2012 fiscal year, the Sanitation and Wastewater Enterprise funds were created to help ensure longevity of those city functions which are paid for directly by the users of those functions. In creating these funds, the city transferred governmental net assets of $3,464,481 into these proprietary funds. These transfers included cash in dedicated accounts as well as property and equipment and the underlying debt obligations. • Personnel expenditures from these proprietary fund operations increased over the prior year by approximately $22,345 or .93%. • Sanitation receipts totaling $2,392,771 were fractionally less than the prior year revenues by approximately $25,733 or 1%. • Sewer charges included in the Wastewater enterprise fund increased by $670,315. - 500,000.00 1,000,000.00 1,500,000.00 2,000,000.00 2,500,000.00 3,000,000.00 3,500,000.00 4,000,000.00 4,500,000.00 Sanitation Wastewater Expenses and Program Revenue - Business-Type Activity 2012 Expenses 2012 Revenues Financial Analysis of the City's Funds As noted earlier, the Cify 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, 2012, governmental funds reported a combined ending fund balance of $5,803,826, an increase of $4,255,375 in comparison with the prior year balance. Of this balance $98,908 is not available for new spending because it is a prepaid item; $803,180 is restricted for pubfic safety, road projects, and capital improvements; $2,567,?60 is committed to debt service; $1,137,556 is assigned to the City's self-insurance fund; and$r97,754 is assigned for other purposes. The fund balance ofthe general fund increased $4,137,516 during the current fiscal year after other financing sources including fund transfers. Total revenue decreased $1,545,046 as compared to the prior year primarily due to the change in the reporting format from the prior year. Fees and charges for services of $5,399,875, which were included in general fund revenues in the prior year are included in the proprietary funds in the current year. Sales tax revenue increased by $3,023,847; however $3,838,096 of the increase was the result of the full year's impact of the I cent sales tax increase. This sales tax increase contributed to the City's ability to reduce short-term obligations. Total expenditures decreased $8,739,398 as compared to the prior year. A significant amount of this decrease is due to the change in reporting format of the Sanitation and Wastewater Enterprise funds which resulted in the reduction of general fund expenses by $4,762,555. There was a decrease of $4,919,421in debt service expenditures due partially to reduced utilization of bridge loans during the fiscal year. There was a decrease of 51,114,202 in personnel costs due to the continuation of a hiring freeze established by the city council. The fund balance of the capital projects fund decreased $108,093 during the current fiscal year after other financing sources including fund transfers. Total revenue decreased $209,249 as compared to the prior year. The primary revenue source of the capital projects fund is grant reimbursement. The decrease in this account is due to a reduction in number of grant projects during the year. Total expenditures decreased $362,903 as compared to the prior year, which is also due to the reduction in the number of grant projects during the year. Proprietar.v funds - The City of Prattville, Alabama's proprietary funds, which are initiated in the current fiscal year, provide the same type of information found in the government-wide financial statements, but in more detail. Unrestricted net assets of the proprietary funds at the end of the year amounted to $1,467,034. The Sanitation fund had an overall operating income of $235,304 and Wastewater fund had an overall operating income of $ I ,529,2 I 8. The amount reported as charges for goods and services in the Wastewater Enterprise fund increased $892,876. Of the total increase, $670,315 is due to an increase in the sewer charges and $222,581 is due to an increase in sewer impact fees paid. il Capital Assets and Long-term Debt Administration Capital assets - The City of Prattville, Alabama's investment in capitalassets for its governmental and business-type activities as of September 30, 2012was $51,688,225 (net of accumulated depreciation). This investment in capital assets includes land, infrastructure, buildings, improvements, construction in progress, vehicles, and machinery and equipment. Major capital asset additions during the year include: Investment in infrastructure of $2,266,800 resulting from donated infrastructure from residential developments. Purchase of vehicles of $305.350. Increase in construction in progress of $184,169. CITY OF PRATTVILLE, ALABAMA CAPITAL ASSETS GOVERNMENTAL ACTIVITIES BUSINESS-TYPE ACTIVITIES TOTAL Land Construction in progress Buildings and building improvements Land improvements Vehicles Office, nonoffice, and computer equipment Infrastructure Total 2,322,406 47 6,406 5, 109,00 I 6,361,342 4,417,469 4,248,543 40,134,960 33 8,654 203,719 5,649,768 3,221 ,430 1,556,713 1,478,645 $ 2,661,060 680,125 10,75 8,769 9,582,772 5,97 4,182 5,727 ,l 88 40,13!,99L 63,070,127 12,448,929 $ 7 5,519,056 Additional information on the City's capital assets can be found in Note 5 on page 37 of this report. Long-term debt - As of September 30,2012, the governmental activities had total debt outstanding of $54,284,060 and the business-type activities had a total debt outstanding of $2,886,978. Outstanding debt: Warrants and other notes payable Capital lease payable Post-retirement benefits other than pensions Compensated absences Total 57 ,l7l ,03 8 The City of Prattville, Alabama's total debt outstanding decreased by $4,307,281 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. 53,983,93 0 326,636 1,629,565 1,230,907 t2 Budgetary Highlights for the fiscal year ending September 30,2012 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, 2012, actual operating revenues for the general fund were more than the budgeted amount by $ 1,159,945, or 3.6%. The primary reasons for the variance are as follows: Licenses and permits were more than budgeted revenue by $479,240, which consists of an increase in business license revenue of $279,951 over what was budgeted as well as an increase in franchise fees revenue of 99,843 over what was budgeted. Miscellaneous revenues were more than budgeted revenue by $605,962, which consists of an increase in grant income of $321,327 over what was budgeted as well as an amount for overhead reimbursement of $179,305 which was not budgeted. As of September 30,2012, actual expenditures were less than budgeted expenditures by $2,547,504, or 9.27o/o. The primary reasons for the variance are as follows: Debt service actual expenditures were less than budgeted expenditures by $1,002,097. General government actual expenditures were more than budgeted by $248,814 due primarily to the cost of the Carehere clinic being assigned to the Human Resources department since the costs are not broken down by department like all other healthcare costs. Public safety actual expenditures were less than budgeted expenditures by $912,083 due to reduced personnel as well as budgeted purchases that were not required during the year. Public works actual expenditures were less than budgeted expenditures by $644,768. This is due to budgeted projects that were not completed during the year as well as budgeted purchases that were not made during the year. Cultural and recreational actual expenditures were less than budgeted expenditures by $238,459 due primarily to reduced personnel costs. l3 Economic Factors and Year 2013 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 62% of general fund revenues in fiscal year 2012. In the current economic climate, the City has instituted a temporary increase to the City'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 currently 5.8%, which is a decrease over the prior year, The unemployment rate compares favorably to the state's current unemployment rate of 7.l% and is favorable to the national average rute of 7 .7o/0. The level of tar<es, 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 citizens, 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, 101 West Main Sheet, Prattville. Alabama 36067 . l4 BASIC FINANCIAL STATEMENTS THIS PAGE INTENTIONALLY LEFT BLANK ASSETS: Cash and cash equivalents Internal balances Taxes receivable Accounts receivable, net Prepaid items Defened debt expense CITY OF PRATTVILLE. ALABAMA STATEMENT OF NET ASSETS SEPTEMBER 30, 2OI2 PRIMARY GOVERNMENT COMPONENT LTNITS AUTAUGA.HISTORICAL GOVERNMENTAL BUSINESS.TYPE PRATTVILLE PRATTVILLE PRATTVILLE PUBLIC AIRPORT REDEVELOPMENT ACTIVITIES ACTIVITIES TOTAL LIBRARY AUTHORITY AUTHORITY $ 4,739,510 $ 1,345,160 $ 6,084,670 $ 270,971 $ 343,191 $ 72,477 90,309 (90,309) 1,985,160 1,985,160 663,629 442,951 1,106,580 98,908 lg,7g7 117,705 928,476 69,459 996,935 19,069 8,183 Capital assets, not depreciated 2,798,812 542,373 3,341,1E5 2,627,466 183,500 Capitrl assets, net ofaccmulated depreciation 42,410,217 5,936,823 48347,U0 105,559 6,173.63E 242,142 Restricted assets: Cash and cash equivalents Total assets LIABILITIES: Accounts payable Accrued liabilities Accrued interest Deferred revenues Other liabilities Long-term liabilities: Portion due or payable in one year: General obligation warrants payable capital leases, and other long-term debt Compensated absences Portion due or payable after one year: General obligation warrants payable, capital leases, and other long-term debt Compensated absences Post-employment benefi ts Total liabilities 22t,349 J221,3,49 ?8,845 ,53,936,370 8]64,254 . 62,200,,624 376,t30.. .9,192,209 596,302 794,209 l5g,0g9 953,298 3,Q24 42,800 5,030 2,960,122 422,037 3,382,159 264,495 53,549 3 18,033 48,622,369 2,306,037 50,928,406 807,518 105,356 912,874 459,887 24,402 800,099 34, I l8 649,369 154,604 481,959 l0 152,877 13,730 33,746 33,510 459,887 800,099 649,369 154,604 481,959 l0 152,877 13,730 563,441 | 61,021 , _ 1,629,565 -1,629,59556,987,623 3 ,046,A67 60,033,690 61,'!4 645,017 194,537 NET ASSETS: Investedincapitalassets,ncrofrelateddcbr 31,400,291 3,751,152 35,151,443 105,559 8,203,917 23t,105 Restricted for: Law enforcement Road projects Debt service Capital projects Cultural and recreational Unrestricted (deficit)(35,254,72+\ t,467,034, (13?78J,69i) _ 209,4?7_ 343,275 _- -80,660 Totslnerssers $ (3.051.253) $ 5.2lE.lE6 $2.166.933 $ 314.986 $ 8,547,192 $ 311,765 The accompanying notes ile an integral part of these financial statements. CITY OF PRATTVILLE. ALABAMA STATEMENT OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30. 2OI2 NET (EXPENSE) REVENUE AND CHANGES IN NET ASSETS PROGRAM REVENUE PzuMARY GOVERNMENT COMPONENT UNITS ALTTAUGA.HISTORICAL FINES, FEES, OPERATING CAPITAL BUSTNESS -PRATTVILLE PRATTVILLE PRATTVILLE PUBLIC AIRPORT REDEVELOPMENTAND CHARGES GRANTS AND GRANTS AND GOVERNMENTAL TYPE EXPENSES FORSERVICES CONTRIBIJTIONS CONTRIBUTIONS ACTIVTTIES ACTIVMES TOTAL LIBRARY AUTHORITY AUTHORITY $ 6,868,707 $ 5,351,940 $ (t,516,767) ACTIVITIES: Pnmary government: Governmental activities : General govemment Public safety Public works Cultural and recreational lnterest on long-term debt 12,918,701 | ,517 ,963 $ | l2,Ol2 $ 73,507 (l l,2l5,219\ $ (t,516,767) (l1,215,219) (668,230) (1,532,059) 22,456,O57 2,688,777 26,685 286,883 3,518,015 264,7M 1,766,958 234,899 General revenue; Sales taxes Real and personal property taces lnvestment earnings Intergovemmental revenues Miscellaneous revenue Transfers 2585,M1 (668,230) (1,532,059) 22,456,O57 2,688,777 26,685 286,883 2,1e5,048 _ (2,195,048) (2,195,048) Total govmmotat activitie 27,267,429 7,369,546 ll2,Ol2 2,658,548 (17,127,323) (17 ,127,323) Bsin€s$type ativiti6: Saitation 2,069,318 2,392,771 $ 323,453 323,453 Wastewb 2,515,354 3,874,248 160J24 1,519,218 1,519,218 Toralbusines*typcrctivities 4,58/,672 6267,019 160,324 1,842,671 1,842,671 Total primary govmmot $ 31,852,101 $ 13;636,565 $ 114012 $ 2,818,872 (l'1,127,323) 1,U2,671 (15,2U,652) Component uits: Autauga-Prattville Public Libray S 558,010 $ 27,235 S 87,223 Prattville Airport Authoriry 450,140 122,500 $ l 17.65r Histoncal Pratwille Redevelopment Authority 30,320 68,733 Totalcomponent units $ 1,038,470 $ 218,468 $ 87,223 $ 117,65l $ (443,552) $ (209,989) (443,552) (209,989) 38,413 885 612 l5l 476,471 1,422 477,893 410,000 5.000 (3,374,093) 3,374,093 Totalgoaalrwmuaadtrasfc 22,5@,7AO 3,375,515 25,936,295 410,885 612 5,151 CHANGE IN NET ASSETS 5,433,457 5,218,186 10,651,643 (32,667) (209,377) 43,5& CITY OF PRATTVILLE. ALABAMA BALANCE SHEET GOVERNMENTAL FLINDS SEPTEMBER 30. 2OI2 CAPITAL DEBT OTHER TOTAL PROJECTS SERVICE GOVERNMENTAL GOVERNMENTAL GENERAL FLINDS FTINDS FLTNDS FUNDS 481,959 $ ASSETS: Cash and cash equivalents Receivables: Taxes receivable Accounts receivable, net Due from other funds Prepaid items Restricted assets: Cash and cash equivalents Total assets LIABILITIES 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 Debt service Committed to: Debt service Assigned to: Self-insurance fund Other purposes Unassigned Total fund balances Total liabilities and fund balances $ 4, I 63,986 $ 93,565 1,985,160 640,677 22,952 90,309 gg,g0g 221,339 $l0 4,739,510 1,985,160 663,629 90,309 98,908 221,349 $7 ,200,379 $ I 16,5 17 $ l0 @ $ 794,209 459,887 740,9,!3 1,995,039 98,908 154,604 36,360 $ 116,517 13,730 2,567,260 1,137 ,556 97 ,7 54 1,099,168 5,205,340_ I16,517- l0 _s w 3D_JJJ-6, s L1_ l_1!_ 481,959 $7,798,865 794,209 459,887 7 40,943 1,995,039 l0 481,959 98,908 154,604 481,959 152,877 13,730 l0 2,567,260 1,137 ,556 97 ,7 54 1,099,168 481,959 5.803.826 481,959 $7,798,865 The accompanying notes are an integralpartof these financial statements. t7 CITY OF PMTTVILLE. ALABAMA RECONCILIATION OF BALANCE SHEET OF GOVERNMENTAL FIJNDS TO STATEMENT OF NET ASSETS SEPTEMBER 30.2OI2 Differences in amounts reported for govemmental activities in the statement ofnet assets on page 15. Total fund balances' govemmental funds Capital assets used in govemmental activities are not financial resowces and, therefore, are not reported in the govemmental funds. Those assets consist of: Land Construction in progress Land improvements, net of $4,259,669 accumulated depreciation Buildings and building improvements, net of $1,028,755 accumulated depreciation Office, nonoftice, and computer equipment, net of $3,085,753 accumulated depreciation Vehicles, net of $3,349,323 accumulated depreciation Infrastructure, net of $6,137,598 accumulated depreciation Total capital assets Deferred 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 receivables are not available to pay for current period expenditures and, therefore, are defened in the govemmental funds. Long-term liabilities, including general obligation warrants payable and capital leases, are not due and payable in the cunent period and, therefore, are not reported in the governmental funds. Balances at September 30, 2012 were: Accrued interest on bonds General obligation warrants and other notes payable Unamortized net premium Capitalized lease obligations 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. $ 2,322,406 476,406 2,101,673 4,080,246 1,162,790 I ,068,146 31,997,362 800,099 5 l,l 55,3 l4 338,615 88,562 1,072,003 | ,629,565 $ 5,803,826 45,209,029 928,476 91,574 . (55,084,158) $ (3,051,253) l8 CITY OF PRATTVILLE, ALABAMA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FLTND BALANCES GOVERNMENTAL FTJNDS FOR THE YEAR ENDED SEPTEMBER 30. 2OI2 GENERAL CAPITAL PROJECT FUNDS DEBT OTHER TOTAL SERVICE GOVERNMENTAL GOVERNMENTAL FUNDS FUNDS FUNDS REVENUES: Sales taxes Real and personal property taxes Licenses and permits Intergovernmental revenues Charges and fees for services Fines and forfeitures lnterest Miscellaneous revenues Total revenues EXPENDITURES: Current: General governmental Public works Public safety Cultural and recreational Capital outlay Debt service: Principal payments lnterest and fiscal charges Total expenditures Excess of revenue over (under) expendifures OTHER FTNANCTNG SOURCES (USES): Transfers in Transfers out Total other financing sources (uses) NET CHANGE IN FUND BALANCE FUND BALANCE . BEGINNING FUND BALANCE - ENDING $ 22,456,057 2,699,777 5,351,940 1,223,888 532,321 26,677 .1,0!6J51 $ 51,21I 33,296,411 5l,2ll $ 548,280 $ 22,456,057 2,688,777 5,351,940 548,280 1,223,888 532,321 26,685 l |067,96? 33,895,910 5,7 57 ,564 3,3 I 5,1 54 12,346,346 1,434,309 326,566 1,630,296 17,053 53,334 5,757,564 3,332,247 12,346,346 1,434,309 379,900 4,470,296 _ 2,230,996 29,551 ,618 4,344,292 4,610,138 1,548,451 2,440,000 , 96,305 2,134,6?J- 24,906,540 70,387 4,574,691 8,389,871 (19,t76) __ ({,574,99;) . . 548,280_ 35,450 (4,287,805) (88,9_17) ,(4,252,355\ (88,917)_ 4,137,516 (108,093) $ 5,205,340 $ 116,517 $ l0 - 4,574,688 4,574,655## 5 225,947 4,255,375 224,610 5 256,012 $ 481,959 $ 5,803,826 The accompanying notes are an integral part of these financial statements. CITY OF PRAT'TVILLE. ALABAMA RECONCILIATION OF STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FLTND BALANCES OF GOVERNMENTAL FLTNDS TO STATEMENT OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30. 2OI2 Differences in amounts reported for governmental activities in the statement ofactivities on page 16. Net change in fund balance - total govsmmental funds $ 4,255,37 5 Capital outlay, reported as expmdihres in govemmental funds, is shown as capital assets in the statement ofnet assets. 389,541 Donations of capital assets increase net assets in the statement of net assets but do not appear in the govemmental funds because they are not financial resources. 2,266,800 Depreciation expense on govemmurtal capital assets included in the govemmental activities in the statement of activities. 0,925'789) The net effect of transactions involving the sale of capital assets is to deorease net assets in the statement of net assets. Transfer of capital assets to the proprietary funds Revenues are reported in the funds when there is an established claim to the resources and the rosources are available to finance cunent expenditures. Revenues are reported in the statement of activities when there is an established claim with no availabiliW criterion. Repayment of long-term debt is reported as an sxpenditure in governmental funds, but a reduction of long-term liabilities in the statement of net assets: C apitalized lease obl igati on s Transfer of capitalized lease obligations to the proprietary funds General obligation warrants payable Transfer of general obligation warrants payable to proprietary funds 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 Transfer of compensated absences liabilities to the proprietary funds Post-employment benefit plans other than pensions Governmental funds report the effect of issuance costs, premiums and discounts, and similar items when debt is first issued, whereas these amounts are deferred and amortized in the statement of activities: Amortization Change in net assets of governmental activities The accompanying notes are an integral part of these financial statements, (8,338) (6,718,278) 237,596 422,219 2,808,181 2,7 55,000 1,000,000 35,948 48,886 150,522 . . (276;83) (99,397)- (6,726,616) 91,57 4 7,222,996 (4t,027) (99,397,) q 51431'45? 20 CITY OF PRATTVILLE, ALABAMA STATEMENT OF NET ASSETS PROPRIETARY FLTNDS SEPTEMBER 3O,2OI2 BUSINE S S.TYPE ACTIVITTES SANITATION WASTEWATER TOTAL ASSETS: Current assets: Cash and cash equivalents Accounts receivables, net Due from other funds Prepaid items Total current assets Noncurrent assets: Deferred debt expense Capital assets, not being depreciated Capital assets, net of accumulated depreciation Total noncurrent assets Total assets LIABILITIES: Current liabilities: Accounts payable and accrued liabilities Due to other funds Current portion of long-term debt Compensated absences Total current liabilities Noncurrent liabilities : Long-terrn debt Compensated absences Total noncurrent liabilities Total liabilities NET ASSETS: Investment in capital assets, net of related debt Unrestricted 225,885 17 4,184 10,3 l5 l,l19,275 268,767 4,761 9,492 1,345,160 442,951 4,761 18,797 410,3 84 1,401,285 l,8l 1,669 338,654 400,025 68,459 203,719 5,536,798 68,459 542,373 5,936,823 738,679 5,808,976 6,547,655 1,149,063 7,210,261 8,359,324 73,641 95,070 65,121 22,981 85,448 356,916 34,567 159,089 95,070 422,037 5 3,548 256,813 472,931 729,7 44 39,633 22,257 2,266,404 83,099 2,306,037 I 05,356 6l,890 2,349,503 2,411,393 3 18,703 2,822,434 3,141,137 633,924 196,436 3,1 l7 ,228 1,270,598 3,7 51,152 1,467 ,034 Total net assets 830,360 The accompanying notes are an integral part of these financial statements. 2l 4,387,826 5,218,I 86 CITY OF PRATTVILLE, ALABAMA STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET ASSETS PROPRIETARY FL|NDS FOR THE YEAR ENDED SEPTEMBER 3O,2OI2 BUSINES S.TYPE ACTIVITIES SANITATION WASTEWATER TOTAL OPERATNG REVENUES: Charges for goods and services Capital grants and contributions Total operating revenues OPERATING EXPENSES: Cost of sales and services Salaries and benefits Repairs and maintenance urilities Insurance Other Depreciation Total operating expenses OPERATING INCOME NONOPERATING REVENUES (EXPENSES) : Interest income Interest expense Total nonoperating expenses Net income before transfers and capital contributions CAPITAL CONTRIBUTIONS TRANSFERS IN CHANGE IN NET ASSETS TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING 2,392,77 |3,874,248 160,324 6,267,019 160,324 2,392,77 |4,034,572 6,427,343 677,083 I ,161,600 153 ,202 3,639 49,7 56 ll2,l 87 294,612 1,300,933 69,995 386,215 37,547 34,809 381,243 971,695 2,462,533 223,197 3 89,854 87,303 34,809 493,430 2,157,467 2,545 354 4,662,821 235,304 1,529,218 1,764,522 183 (s,01z) (4,834) 1,239 (96,139) -- (91,e00) 1,422 - _ (lql,l 56) (99,734) 230,470 599,890 1,434,318 2,864,591 88,917 1,664,788 3,464,481 88,917 930,360 830,360 The accompanying notes are an integral part of these financial statements. 4,387,826 5,218,I 86 22 4,387,826 5,218,I 86 CITY OF PRATTVILLE. ALABAMA STATEMENT OF CASH FLOWS PROPRIETARY FUNDS FOR THE YEAR ENDED SEPTEMBER 3O,2OI2 CASH FLOWS FROM (USED FOR) OPERATING ACTIVITIES: Receipts from customers Payments to suppliers Payments to employees Net cash from operating activities CASH FLOWS FROM (USED FOR) NONCAPITAL FTNANCING ACTIVITIES: Transfers from other funds Net cash payments from (to) other funds Net cash from noncapital financing activities CASH FLOWS USED FOR CAPITAL AND RELATED FTNANCING ACTIVITIES: Acquisition and construction of capital assets Principal paid on long-term debt Interest paid on long-term debt Net cash used for capital and related financing activities CASH FLOWS FROM INVESTING ACTIVITIES: Interest received Net cash from investing activities NET INCREASE IN CASH AND CASH EQUTVALENTS CASH AND CASH EQUIVALENTS, BEGTNNING OF YEAR CASH AND CASH EQUIVALENTS, END OF YEAR RECONCILTATTON OF OPERATING TNCOME (LOSS) TO NET CASH FROM (USED FOR) OPERATING ACTIVITIES: Operating income Adjustments to reconcile operating income to net cash provided by operations: Depreciation expense (Increase) decrease in assets, Accounts receivable Prepaid expenses Increase in liabilities: Accounts payable and accrued liabilities Net cash from operating activities SUPPLEMENTAL CASH FLOWS INFORMATION Noncash investing, capital and financing activities: Transfer of capital assets to the proprietary funds Transfer of capital lease obligations to the proprietary funds Transfer of debt to the proprietary funds Transfer of defened issuance cost to the proprietary funds Transfer of compensated absences to the proprietary funds Total capital contributions The accompanying notes are an integral part of these financial statements. BUS INES S.TYPE ACTTVITIES SANITATION WASTEWATER TOTAL $ 2,366,215 $ 4,005,542 $ 6,371,757(971,687) (976,358) (1,948,045) _ (1,153,659I _(1,294,408) (2,448,067\ 249?8p? _ 1,734,776 ,1,975,64.5 _ 95"07q 95,070 88,917 88,91 7 . .(4,20t1 9-0,309 84,1 56 179,226 (105,220) (5?017) - (l J0,237\. (254,347) (350,410) _-(76,139).__ (700,896) - , ,1,239 1,239 (254,347) (455,630) , (101,156\ (8 1 1,1 33\ 1,42,2 . L422 183 r83 225,885 1,119,275 1,345,160 w $ 235,304 l12,l87 (26,556) 1,620 _ (81,68,6) q,, ll9,t6e- $ 850,866 QAg,974) _ (41 ,002) $_ = s99,83p $ = L,rr?,22:, $ 1,529,218 381,243 (29,030) 3,453 - - .( l sOr 108) $ JU4g6_ $ 5,867,412 (2t2,245) (2,755,000) 73,944 - (109,520) $ 2,864,591 _$-1,34U69- 1,764,522 493,434 (55,586) 5,073 (231,794\ lw- $ 6,718,278 (422,2t9) (2,755,000) 73,944 (ts9,szu $ 3,464,481 - 23 CITY OF PRATTVILLE, ALABAMA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL GENERAL FUND FOR THE YEAR ENDED SEPTEMBER 30.2OIZ BUDGETED AMOUNTS ACTUAL AMOUNTS VARIANCE WITH BUDGETARY FINAL BUDGET - BASIS POSTTTVE (NEGATTVE)ORIGINAL FINAL REVENUES: Taxes, Ad valorem taxes Sales taxes Salestaxes- I cent 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 Zoning and plat fees Total licenses and permits Charges and fees for services: Ambulance fees Sewer charges Sewer impact fees Street cut/repairs Recreation rentals Total charges and fees for services $ 2,535,000 14,125,907 5,740,193 885,000 160,000 50,000 220,004 15,000 44,000 16,000 1,090,000 351,000 _ 25,?3.2,1,0,0 4,222,500 4,400 420,000 200,800 25,000 4.872.700 950,000 I,184,500 I ,184,500 $ 2,535,000 14,125,907 5,740,193 995,000 160,000 50,000 220,000 15,000 44,000 16,000 1,090,000 351,000 25,232,100 4,222,500 4,400 420,000 200,900 - 25,000 4,872,709 -. 950,000 800 233,700 2,688,777 14,036,668 5,657,157 ggg,009 155,396 52,936 228,415 14,182 42,597 18,749 | ,025,328 326,620 153,777 (89,239) (83,036) 13,009 (4,604) 2,936 8,41 5 (818) (l,403) 2,7 49 (64,672) (24,380) 25,144,834 (87,266) 4,502,451 4,300 519,843 250,366 279,951 (l0o) gg,g43 49,566 49,9807 4.980 5.3s 1 .940 479,240 800 985,642 2,331 88s l3l 35,642 2,331 88s (66e) 1,199233.700 234 899 223 888 39,388 (Continued) The accompanying notes are an integral part of these financial statements. CITY OF PRATTVILLE. ALABAMA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL GENERAL FUND FOR THE YEAR ENDED SEPTEMBER 30" 2AI2 BUDGETED AMOUNTS ACTUAL AMOUNTS BUDGETARY BASISORIGINALFINAL VARIANCE WITH FINAL BUDGET - POSITIVE (NEGATIYEL REVENUES: (continued) Fines and forfeitures: Court fines Correction fund Drug proceeds Court costs Total fines and forfeitures Miscellaneous revenues : Donations County commission - RTJ County commission - Ambulance Interest income Accident reports Miscellaneous income Parades Performing and creative arts Penalties Sale of surplus equipment Stanley stadium Swimming pool concessions Lambert property tower Grant income lnsurance proceeds Bullet proof vest grant Law enforcement BG funds Overhead reimbursement Total miscellaneous revenues Total revenues $ 31,?69,595 $ 32,t36,166 $ 27 4,500 60,000 16,500 . 58,700 409,700 27 4,500 60,000 16,500 58,700 409,700 377,001 81,895 24,202 49,223 102,501 21,895 7,702 (9,477) 532,321 122,621 75,000 30,600 8,400 39,349 5,000 28,87 6 30,000 6,000 2,800 1,500 18,060 15,000 10,000 274,595 75,000 137,361 30,600 9,400 39,349 5,000 28,87 6 30,000 6,000 2,800 1,500 18,060 15,000 39,524 83,052 100,000 45,787 26,677 10,997 78,390 6,210 14,146 15,900 15,324 7,472 I 8,21 I 336,327 72,859 7,529 25,643 179,305 8,052 100,000 (91 ,574) (3,923) 2,597 39,041 1,210 Q4,734) (l 4, I o0) 9,324 (2,800) 5,572 l5l 321,327 33,339 7 ,528 25,643 179,305 437,466 043.428 605,962 33,296,411 1,159,945 (Continued) The accompanying notes are an integral part of these financial statements. CITY OF PRATTVILLE. ALABAMA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL GENERAL FUND FOR THE YEAR ENDED SEPTEMBER 3O,2OI2 BUDGETED AMOUNTS ORIGINAL FINAL ACTUAL AMOUNTS VARIANCE WITH BUDGETARY FINAL BUDGET - BASIS POSITIVE (NEGATIVE) EXPENDITURES: General government: Executive Legislative Judicial Administrative finance Administrative city clerk Human resources lnformati on technology Vehicle maintenance Sales tax incentives City/County services Community initiatives Total general government Public works: Street Planning and development Urban management Engineering Total public works Public safefy: Police Fire Total public safety Cultural and recreation: Leisure services Performing and creative art Total cultural and recreation Debt service: Principal Interest Total debt service $ 266,702 219,947 438,857 555,779 243,667 346,332 949,364 436,97 6 955,000 330,000 503. I 65 5,244,79,9 263,7 50 1,546,670 1,216,892 _ g l g.,l39 3,946,451 $ 267 ,7A2 219,947 438,857 561,779 247,l17 349,7 82 948,364 436,97 6 955,000 330,000 503,16.5 _ 5,258,68_9 263,7 50 1,546,670 1,267,126 g19,l3g 213,745 1 64,1 36 466,218 532,661 238,204 586,458 971,081 500,688 967,795 343,333 523,184 53,957 55,8l I (27,361) 29,1 1 8 g,gl3 (236,676) (22,7l7) (63,712) (12,795) (13,333) (20,019) 5,507,503 (248,814) 125,673 1,310,375 1,041,831 138,477 236,295 225,295 45,1 0 1874.03 8 3,996,6!5 - 3,3.51,917 5,901,2166,659,07 | 6,659,071 6,665,836 9,876,,242 , , 13,324,907_ 11,53:,313 . 1,520,318 I ,520,318 -t 2?,!y_ | 22,450 . , 1,67_2,,768 1,67?,7q1 . 2,624,956 2,624,956 la3 ?7 42 _ 103,7 42 ,2,728,698 2,728,698 644,7 68 7 57 ,855 6,722,014 | 54.228 t2,623.n4 912"083 1,315,417 I 18,892 204,901 33,558 1,434,309 238,459 | ,630,296 994,660 7,43796.30s 1,726,601 002.097 (Continued) The ascompanying notes are an integral part of these financial statements. 26 CITY OF PRATTVILLE, ALABAMA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL GENERAL FUND FOR THE YEAR ENDED SEPTEMBER 30,2OI2 EXPENDITURES : (continued) Transfers: Transfers to component units Total transfers Total expenditures Excess of revenues over expenditures Other financing sources (uses): Transfers to debt service fund Transfer from special revenue fund Proceeds from notes payable Total other financing uses Net change in fund balance, budgetary basis Deduct other reconciling items to adjust from budgetary basis to modified accrual basis: Change in encumbrances BUDGETED AMOLTNTS ORIGINAL FINAL $ 280,000 $ 280,000 280,000 280,000 27,197,613 27,472,153 (4,57 4 "691) (4,57 4,691) 2,000,000 ?,000,000 ACTUAL AMOLTNTS VARIANCE WITH BUDGETARY FINAL BUDGET. BASIS POSITIVE (NEGATIVE) $ (1,089)$ 281,089 281,089 24,924,649 (1,089) 2^547.504 4,664,3,)3 8,371,762 3.707 .449 286,886 35,450 _(2,000j900) (4,287,805) 35,450 (2,574,691) (2,574,691) _ (4,252,355,) ._ (l$77,664) $ 2,197 ,281 $ 2,089,622 4,119,407 $2,029,785 1 8,1 09 1 8,1 09 NET CHANGE IN FUND BALANCE. MODIFIED ACCRUAL BASIS FUND BALANCE . BEGINNING FUND BALANCE. ENDING 4,137,516 1,067,824 $ 5,205,340 The accompanying notes are an integralpart of these financial statements. CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2012 NOTE I . SUMMARY OF SIGNIFICANT ACCOI.JNTING POLICIES: Reporting entitv - The City of Prattville, Alabama (the City) was incorporated under the laws of the State of Alabama in 1865 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 (tfRA), 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 these criteria, the Library is included as a component unit of the City for the year ended September 30,2012. 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 30,2012. 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 HPRA 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 30,2012. 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 appointments. These organizations would not be considered component units of the City; therefore, their financial information is not reflected in the City's financial statements. 28 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI2 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. Both sets of statements distinguish between governmental and business-type activities. Government-wide financial statements are comprised of the statement of net assets and the statement of activities. The effects of interfund activity have been removed from these statements. Governmental activities, which normally are supported by taxes, intergovernmental revenues, and other nonexchange hansactions, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support, The statement of activities demonstrates the degree to which the direct expenses 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 progam or function. Program revenues are classified into three categories: (l) fines, fees, and charges, (2) operating grants and contributions, and (3) capital grants and contributions. 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 aggregate for governmental funds. A reconciliation is provided that converts the results of governmental fund accounting to the government-wide presentations. Management has determined that the operations of the sanitation and wastewater departments should be reported in proprietary funds as business-type activities. Therefore, the assets and liabilities have been reflected as net capital contributions to these funds. The transfer ofthese assets and liabilities was effective October l,Z0ll at the time the funds were created. The City reports the following major governmental funds: General fund - 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. 29 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI2 NOTE I - SUMMARY OF SIGNIFICANT ACCOLINTING POLICIES: (continued) The City reports the following major proprietary funds: Sarritation - The fund accounts for the revenues and costs related to the provision of sanitation services in the Citv. Wastewater - The fund accounts for the revenues and costs related to the provision of sanitary sewer and wastewater treatment services in the City. Measurement focus" basis of accounting. and financial statement presentation - Government-wide /inancial 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 properly 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. Governmental fund financial statemenls - 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. Defened 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 recognized 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. 30 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 20I2 NOTE I - SUMMARY OF SIGNIFICANT ACCOLJNTING POLICIES: (continued) 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, Proprietary fund Jinancial statemenls - Proprietary funds are used to account for operations that are (a) financed and operated in a manner similar to private business enterprises - where the intent of the governing body is that the costs (expenses, including depreciation) ofproviding goods or services to the general public on a continuing basis be financed or recovered primarily through user charges; or (b) where the governing body has decided that periodic determination of revenues earned, expenses incurred and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. Proprietary funds distinguish operating revenues and expenses from non-operating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. All revenues and expenses not meeting this definition are reported as non-operating revenues and expenses. Private-sector standards of accounting and financial reporting issued prior to December l, 1989, generally are followed in both the government-wide and proprietary fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. Governments also have the option of following subsequent private- sector guidance for their business-type activities and enterprise funds, subject to this same limitation. The City has elected not to follow subsequent private-sector guidance. Cash and cash equivalents - 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. Properf 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. Properly 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/bonowing arrangements outstanding at the end ofthe fiscal year are referred to as either "due to/from other funds" (i.e., the current portion of inter-fund loans) or "advances tolfrom other funds" (i.e., the noncurrent portion of interfund loans). All other outstanding balances between funds are reported as "due to/from other funds." 3l CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI2 NOTE I - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: (continued) All trade and tax receivables are shown net of any applicable allowance for uncollectibles. Accounts receivable in governmental funds consist of fees for public services rendered, reimbursable payments paid for the benefit of other governmental entities that are collected on a periodic basis, and grants receivable from other governments. Accounts receivable in the proprietary funds consist of monthly billings to customers for services provided. The City extends credit to its customers, who are located primarily in Prattville, Alabama. Trade accounts receivable are stated at the amount management expects to collect from balances outstanding at year-end. Based on management's assessment of the credit history with customers having outstanding balances and current relationships with them, it has concluded that realization losses on balances outstanding at year-end will be immaterial; therefore, no allowance for doubtful accounts has been provided. 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 financial statements. Inventory 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. Restricted assets restricted assets on as an expenditure when purchased rather inventories as of September 30, 2012 and Resources from federal and state grants and drug proceeds are classified 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 applicable governmental or business-type activities columns 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: 32 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 20I2 NOTE I - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: (continued) ASSET CLASS Buildings and building improvements Land improvements Vehicles Office, nonoffice, and computer equipment Infrastructure ASSET CLASS Land improvements Building and improvements Furniture and equipment Runways ASSET CLASS Machinery and equipment Land improvements Buildings ESTIMATED USEFUL LIVES CAPITALIZATION THRESHOLD CAPITALTZATION THRESHOLD 5,000 5,000 5,000 5,000 CAPITALTZATION THRESHOLD 5,000 25,000 25,000 40 years 20 years 5 - 15 years 5 - 20 years 5 0 years 25,000 25,000 5,000 5,000 50,000 unit, are depreciated using theCapital assets of the Pratfville Airport Authority, a component straight-line method over the following estimated useful lives: ESTIMATED USEFUL LTVES 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 LryES 5 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. 33 CITY OF PRATTVILLE. ALABAMA NOTES TO FTNANCIAL STATEMENTS SEPTEMBER 30.2012 NOTE I - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: (continued) 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%o 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 and proprietary fund types in the fund financial statements, long-term obligations are reported as liabilities in the applicable governmental activities, business-type activities, or proprietary fund type statement of net assets. Bond premiums and discounts, as well as issuance costs, are defened 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. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the cunent 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. Capital lease obligations of business-type activities in the government-wide financial statements and proprietary fund type 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. 34 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI2 Restricted - includes fund balance amounts that are constrained for specific purposes which are externally imposed by providers, sugh 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 satisfuing 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 reshicted, committed, or assigned for those specific purposes. 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 ACCOIINTABILITY: 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. 35 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI2 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 exception to this rule is the Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual - General Fund. Actual expenditures in this statement include outstanding encumbrances at September 30, 2012 of $73,776. Encumbrances are included in the actual expenditure figures on this statement so that a meaningful comparison can be made with the adopted budget. A reconciliation of the two statements is as follows: GENERAL FUND sources over expenditures and 4,137,516 55,667 (73,77 6) Excess of revenues and other financing other uses (GAAP basis) Encumbrances at beginning of the year Encumbrances at end of the year Excess of revenues and other financing expenditures and other uses - actual sources over (non GAAP budgetary basis)4,119,407 As of September 30, 2012, the City included the encumbrances as part of the major governmental funds. NOTE 3 - CASH, CASH EQUTVALENTS, AND INVESTMENTS: Deposits - Custodial credit risk - 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. RECETVABLES: 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. 36 CITY OF PRATTVU,LE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI2 NOTE5-CAPITALASSETS: Capital asset activity for the year ended September 30,2012 was as follows: BEGINNING ENDING BALANCE INCREASE DECREASE BALANCE Governmental activities : Capital assets, not being depreciated: Construction in progress $ 447,072 $ 48,884 $ 19,550 I 476,406 Land 2,661,060 338,654 2,322,406 Total capital assets, not being depreciated 3,108,132 48,884 358,204 2,798,812 Capital assets, being depreciated : Buildings and building improvements Land improvements Vehicles Office, nonoffice, and computer equipment Infrastructure Total capital assets, Less accumulated depreciation for: Buildings and building improvements Land improvements Vehicles Office, nonoffice, and computer equipment Infrastructure Total accumulated depreciation Total capital assets, 10,713,673 9,134,531 5,604,672 5,109,001 2,773,189 6,361,342 5,973,010 305,350 1,860,891 4,417 ,469 5,697,600 35,306 1,484,363 4,248,543 3 8,345 ,401 2,266,800 477 ,241 40,134,960 being depreciated 69,864,215 2,607,456 12,200,356 60?7]38 3,181,100 133,5 19 2,285,864 1,028,755 5,087,250 347 ,597 l,l7 5,178 4,259,669 4,484,337 324,080 1,459,094 3,349,323 3,630,678 366,883 9l I ,808 3,085 ,7 53 5,3 83,888 7 53,7 l0 6, l3 7 ,598 21,7 67 ,253 1,925,789 5,83 1,944 17 ,861,098 being depreciated, net 48,096,962 681,667 6,368,412 42,410,217 Governmental activities capital assets, net $ 51,205,094 $ 730,551 $ 6,726,616 $ 45,209,029 37 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCI.AL STATEMENTS SEPTEMBER 30. 20I2 NOTE 5 - CAPITAL ASSETS: (continued) Capital asset activity for the City's business-type activities for the year ended September 30,2012 was as follows: BEGINNING BALANCE INCREASE ENDTNG DECREASE BALANCE Business-type activities : Capital assets, not being depreciated: Construction in progress Land Total capital assets, not being depreciated Capital assets, being depreciated: Buildings and building lmprovements Land improvements Vehicles Office, nonoffice, and computer equipment Total capital assets, being depreciated Less accumulated depreciation for: Buildings and building lmprovements Land improvements Vehicles Office, nonoffice, and computer equipment Total accumulated depreciation Total capital assets, being depreciated, net Business-type activities capital assets, net 203,719 338,654 203,719 3 3 8,654 542,373 542,373 5,649,7 68 3,221,430 1,556,713 | ,47 8,645 5,649,7 68 3,221,430 1,556,713 1,478,645 I 1,906,556 I 1,906,556 2,427 ,719 1,3 15,183 1,239,91 8 986,913 2,427 ,719 1,3 15,183 1,239,918 986,913 5,969,733 5,969,733 5,936,823 5,936,823 6,479,196 At October l,20ll, the City transferred fixed assets, net of accumulated depreciation of $6,718,278, from governmental activities to business-type activities. 38 CIry OF PRATTVTLLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI2 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 Business-type activities : Sanitation Wastewater $ 833 ,67 4 lgl,35g 578,108 332,649 Total depreciation expense - governmental activities $ 1,925,789 $ ll2,l87 . , 331,24L Total depreciation expense - business-Epe activities _q__gt€!- Component units - Capital asset activity for the Autauga-Prattville Public Library for the fiscal year ended September 30,2012 is as follows: BEGINNTNG ENDING BALANCE INCREASE DECREASE BALANCE Capital assets, being depreciated: Equipment Total capital assets, being depreciated $ 223,470 $ 3,816 $ 219,654 223,470 3,816 219,654 Less: Accumulated depreciation 89,989 $ 27,887 3,781 114,095 Total capital assets, beingdepreciated,net $ 133,481 S (27,887)$ 35 $ 105,559 ---re 39 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI2 NOTE 5 - CAPITAL ASSETS: (continued) Capital asset activity for the Prattville Airport Authority for the fiscal year ended September 30,2012 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 Total capital assets, net $ 2,593,729 32,783 33,737 32,783 $ 2,593,729 33,737 2,626,512 33,737 32,783 2,627,466 1,442,418 6,462,154 1,415,67 6 90,47 5 68,591 13,669 1,442,418 6,53 0,7 45 1,402,007 90,47 5 9,410,723 68,591 13,669 9,465,645 414,152 2,129,132 386,669 44,467 72,121 220,040 31,422 7,673 486,273 2,349,172 13,669 404,422 52,140 2,97 4,420 331 ,256 13,669 6,436,303 (262,.695) $ 9,062,8 15 3,,z?ry07 6,173,63 8 $ (228,928)32,783 $ 8,801,104 40 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2OI2 Capital asset activity for the Historic September 30, 2012 is as follows: Prattville Redevelopment Authorify for the fiscal year ended BEGINNING BALANCE INCREASE ENDING DECREASE BALANCE Capital assets, 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 depresiation Total capital assets, being depreciated, net Total capital assets, net 69,033 $ 8,825 183,500 183,500 183,500 193,500 12,000 285,000 23,000 12,000 285,000 23,000 320,000 320,000 77,858 250,967 (8,825)-242,142 $ 434,467 -- (8,825) NOTE 6 - INTERFUND BALANCES: 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 reciivables and payables are eliminated in the entity-wide governmental column of the statement of net assets, except for the net residual amounts due between governmental and business-type activities, which are presented as internal balances. 41 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2012 NOTE 6 - INTERFUND BALANCES: (continued) The composition of interfund receivables and payables as of September 30, 2012 consists of the following: RECEIVABLE FLTND PAYABLE FI.IND AMOI.JNT General Wastewater Total Sanitation General 95,070 4,7 6l 99,83 I Transfers were made primarily from the general fund and nonmajor funds to major governmental funds for debt service payments. The following is a schedule of interfund transfers for the year ended Sepetember 30,2012: TRANSFER OUT TRANSFER TN DEBT GENERAL SERVICE FLIND FLIND TOTAL General fund $ 4,287,805 $ 4,287,805 Other governmental funds $ 35,450 286,883 322,333 Totals TRANSFER OUT $ 3 5,450 $ 4,57 4,688 $4,610, l3I TRANSFER IN WASTEWATER FUND TOTAL Capital projects fund $ 88,917 $ 88,917 Totals $ 88,917 $ 88,917 42 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI2 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 a year can be no greater than 20Yo of the assessed value of taxable property as of the beginning of the fiscal year. As of September 30, 2012, the amount of outstanding debt applicable to this limit was equal to 2.66% of property assessments as of October l, 201 l. Long-term debt activity for the year ended September 30,2012, was as follows: REDUCTIONS DUE WITHIN ENDING ONE BALANCE YEAR BEGINNING BALANCE ADDITIONS Governmental activities : Wanant and other notes payable Limited obligation warrant Add deferred amounts: Debt issuance premiums Total warrants and other notes payable Capital leases Compensated absences Post-employment benefits other than pensions Governmental activities long-terrn liabilities Business-type activities : General obligation warrants Capital leases Compensated absences Business-type activities long-term liabilities Total long-term debt 55,1 24,034 1,594,489 3 86,858 57 ,105,3 8 I 7 48,347 | ,271,409 I ,3 53 ,182 5,549,57 0 I 3,63 8 48,243 $ 49,574,464 $ 2,884,633 1,580,851 338,615 659,276 337,317 5,61 1,451 659,785 858,682 60,934 5l ,493,930 2,884,633 88,562 7 5,489 1,072,0a3 264,485 1,629,565 60,478,3 l9 996.593 7,190,852 54,284,060 3,224,607 2,7 55,000 422,219 296,680 265,000 2,490,000 I 84, 145 238,07 4 137,776 l58,904 275,000 v7,437 53,548 $ 60,478,3 19 $ 4,470,492 ---- 3,473,899 586,921 _2,886,978 17j1585 $ 57,171,038 $ 3,700,192 ---- 7,777 ,773 At October l,20ll, the City transferred $2,755,000 of general obligation warrants, $73,944 of debt issuance cost,$422,219 of capital lease obligations and $150,522 of compensated absences liabilities from governmental activities to business-type activities, Compensated absences, benefits, and other governmental activity obligations have generally been liquidated by the general fund. 43 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCTAL STATEMENTS SEPTEMBER 30, 2OI2 NOTE 7 -LONG.TERM DEBT: Long-term debt at September 30, Governmental activities: (continued) 2012 consists of the following: General Obligation Economic Development Improvement Warrants, Series 20064; principal amount $ 19,87 5,000; graduated principal payments are due annually beginning November l, 2010 and semiannual interest payments due each November I and May l; interest at 3.65Yo to 5,00oA; current rate on bonds 5%; final maturity date is November I , 2026. Proceeds used for economic development. 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 I ; interest at 3.50yo to 5.000 ; rate on current bonds 4.5o ; final maturity date is November 1, 2025 . Proceeds used for economic development. General Obligation Economic Development Improvement Warrant, Series 2007; principal amount $l 4,920,000; graduated principal payments due annually beginning November I , 201 0 and semiannual interest payments due each November I and May l; interest at 3.50oh to 4.375o/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. TOTAL $ 19,645,000 7,840,000 13,525,000 44 236,641 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2OI2 NOTE 7 -LONG-TERM DEBT: (continued) 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 3.440 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. General Obligation Warrant, Series 200;9; 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 20094; principal amount $400,000 due in monthly principal and interest payments of $2,387, 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 beginning on September 1, 2010 and semiannual interest payments due each March I and September l, beginning March l, 2010; interest rate ranges from 2% to 4o/o; rcte on current bonds 3%; final payment is due September l, 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. TOTAL 3 88,172 323,616 365,983 5,150,000 45 335,052 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCTAL STATEMENTS SEPTEMBER 30, 2OI2 NOTE 7 -LONG-TERM DEBT: (continued) General Obligation Chevron Warrants Series 2009A; principal amount $ 1,820,000; graduated principal payments are due annually beginning on December l, 2010 and semiannual interest payments due each June I and December l, beginning June l, 2010; interest rate ranges from 2,2o to 4.5o/o; rate on current bonds 2.2o/o; final payment is due December l, 2029, Proceeds used for the acquisition, construction, installation, and equipping of certain energy efficient improvements. Total governmental activities Business-type activities : 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 Febru ary I 5 and August I 5; interest rate of 3 .l9oh; 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 l5 and semiannual interest payments due each February I 5 and August I 5; interest rate of 3 .05Ya; 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. Total business-type activities Total general obligation warrants TOTAL $ 1,7 65,000 49,57 4,464 990,000 1,500,000 2,490,000 $ 52,064,464 -- 46 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCI.AL STATEMENTS SEPTEMBER 30. 2OI2 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 infrastrucfure. The warrant bears a -0-% 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 30,2012, the City had redeemed $13,638 of the outstanding warrants. The balance on the warrant at September30,2012 is $1,580,851. The Limited Obligation Warrant does not constitute a direct obligation and pledge of the full faith and credit of the Citv. Debt service requirements on long-term debt at September 30,2012 are as follows: TOTAL ANNUAL REQUIREMENTS GOVERNMENTAL ACTIVI TIES BUSINESS.TYPE ACTIVITIES PRINCIPAL INTEREST PRINCTPAL INTEREST TOTAL PRINCIPAL INTEREST TOTAL YEAR ENDING SEPTEMBER 30: 2013 $ 3,159,633 $ 2014 3,193,406 20f5 3,717,966 2016 3,296,9g9 2017 3,443,133 20t8 - 2022 2023 - 2027 2,t66,330 $ 5,325,963 $ 2,884,633 $ 2,090,547 $ 4,975,180 $ 275,000 $ 75,783 0 350,783 2,030,49t 5,2t3,897 2,893,406 1,963,405 4,856,81 I 290,000 67,0E6 357,086 1,879,329 5,597,295 3,4t7,966 1,821,335 5,239,301 300,000 57,994 357,994 t,74t,804 5,038,793 2,986,989 t,693,297 4,680,286 310,000 48,507 358,507 1,602,146 5,M5,879 3,1 18,t33 t,564,036 4,682,169 325,000 38,710 163,710 f8,l 13,837 5,885,273 23,999,1 t0 17,523,817 5,7"18,2t8 2t3A2,055 590,000 107,055 697,055 16,6!4,500 1,886,298 18,500,798 16,214,500 1,867,845 18,082,345 400,000 18,453 418,453 2028 -2032 535,000 35,674 570,674 535,000 35,674 570,674 Totals$52,064,464sti,227,s45s69,292,409$4s,si4,464$16,814,357$66,388,821s2,490,0009413,5E8$2,903,588 47 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI2 NOTE 7 - LONG-TERM DEBT: (continued) Component units - The Prattville Airport Authority's capital debt at September 30, 2012 is as follows: Revenue and Grant Anticipation Bond Series 2008 BankTrust; $ 1,000,000; amount drawn to date 8677 ,l 50; interest rate of 358oh until July 1,201 3, variable rate equal to 65% of BankTrust base rate thereafter; interest due quarterly beginning October l, 2008; principal payments due quarterly beginning October l, 201 I ; 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.$ 597,187 Total long-terrn capital debt Maturities on capital debt are as follows: YEAR ENDING SEPTEMBER 30: 2013 20t4 20t5 20r6 Totals Total interest cost on capital debt in 2012 was $2 | ,826. $ 597 ,l 87 --PRINCIPAL INTEREST TOTAL $ 33,7 46 $ 20,631 $ 54,377 55,129 18,946 7 4,07 5 57,129 16,929 74,058 451, 183 11,379 462,562 $ 597 ,l 87 $ 67 ,885 $ 665,072 48 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCTAL STATEMENTS SEPTEMBER 30. 2OI2 NOTE 7 - LONG-TERM DEBT: (continued) Capital debt activity for the year ended September 30,2012 was as follows: BEGINNING BALANCE ADDITIONS REDUCTIONS ENDING DUE WITHIN BALANCE ONE YEAR Revenue and grant anticipation Bond-BankTrust $ 627,889 30,702 $ 597,1 87 $33,746 Totals 30,702 $ 597 ,l 87 $ 33,7 46 ---- The Historic Prattville Redevelopment Authority's notes payable at September 30,2012 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 6.150; 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 6.150/o; maturity date of September 15, 2014. Proceeds used to pay unsecured loan. 16,53 I 155 ,425 22,581 Total 194,537 49 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2OI2 Notes payable maturities at September 30, 2012 are as follows: HISTORIC PRATTVILLE REDEVELOPMENT AUTHORITY PRINCIPAL INTEREST TOTAL YEAR ENDING SEPTEMBER 30: 20t3 2014 Totals Long-term debt activity for the Historic September 30, 2012, was as follows: 194,537 $ 20,7 68 -- 215,305 Pratfville Redevelopment Authority for the year ended 33,5 I I l6l ,026 11,872 8,896 45,3 83 169,922 BEGINNING BALANCE ADDITIONS ENDING DUE WITHIN REDUCTIONS BALANCE ONE YEAR 52,090 52,090 $ 194,537 $ 33,5 I I --- NOTES-NOTESPAYABLE: 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, 2012,the balance of the loan had been paid in full. The City issued General Obligation Note, Series 2012 dated October 31, 20ll in the amount of $2,000,000. The proceeds of the note were used as a line of credit for paying operation expenditures as needed for the City. The note currently bears an interest rate of |.68%, At September 30, 2012, the balance of the loan had been paid in full. Notes payable to bank Totals g 246,6?7 . $ 246,627 -- q.l94f 37__$ 33,5 I I 50 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI2 Notes payable activity for the year ended September 30,2012, was as follows: BEGTNNTNG BALANCE ENDING ADDITION REDUCTION BALANCE Notes payable to bank Totals $ 1,000,000 $ 2,000,000 $ 3,000,000 $ 1,000,000 $ 2,000,000 $ 3,000,000 ------ NOTE9-CAPITALLEASES: The City has entered into lease agreements as lessee for financing the acquisition of property and equipment. These lease agreements quali$ 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. The assets acquired through capital leases are as follows: ASSET GOVERNMENTAL ACTWITIES Machinery and equipment Vehicles Less : Accumulated depreciation Total ASSET Machinery and equipment Vehicles Less : Accumulated depreciation Total BUSTNESS.TYPE ACTTVITIES 446,579 1,023,283 1,469,862 1,168,272 301,590 388,7 19 952,13 8 1,340,857 83 5 ,441 5l 505 ,416 CITY OF PRATTVILLE" ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2012 The future minimum lease obligations and the net present value of these minimum lease payments as of September 30,2012, were as follows: YEAR ENDINO 'U' 2013 2014 Total minimum lease payments Less: Deferred interest Present value of minimum lease payments BU SINES S-TYPE ACTTVITIES YEAR ENDING SEPTEMBER 30: 20t3 20r4 Total minimum lease payments Less: Deferred interest Present value of minimum lease payments AMOLTNT 77,854 13,259 9l,l 13 2,551 88,5 62 AMOUNT 152,948 92,254 245,202 7,128 238,47 4 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 retiremento 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, townso 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. 52 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI2 NOTE l0 - PENSION COSTS: (continued) 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. Funding policy - Plan members are required by statute to contribute 5o/o of their annual salary, except for full-time, certified firefighters and law enforcement officers, who contribute 60/o of their annual covered salary. The City is required to contribute at an actuarially determined rate; the City's current contribution rate is 8.53% of covered payroll based on the actuarial valuation report of September 30, 2009. 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 pension cost - For the year ended September 30, 2012, the City's annual pension cost of $1,091,702 was equal to the City's required and actual contributions. Trend information for the City of Prattville, Alabama is as follows: FISCAL YEAR ENDED September 30, 2010 September 3 0, 2011r September 30, 2012 ANNUAL PENSION. cosT (4PC) , 1,234,847 I , I 93,485 1,09 1,702 PERCENTAGE OF APC NET PENSION CONTRIBUTED OBLIGATION t00% 100% r00% -0- -0* -0- The required contribution was determined as part of the September 30, 2009 actuaial valuation using the entry age actuarial cost method. Significant actuarial assumptions used in the valuation 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 anortized as a level percentage of projected payroll on an open basis. The remaining arnortization period as of September 30,2009 was 30 years. Funding status and progress - As of September 30,2011, the most recent actuarial valuation date, the plan was 69.7% funded. The actuarial accrued liability for benefits was $42,166,299, and the actuarial value of assets was $29,406,664 resulting in funding deficit of 512,759,635. The covered payroll (annual payroll of active employees covered by the plan) was $13,066,762, and the ratio of the funding deficit to the covered payroll was 97 .6Yo. 53 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI2 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 liability for benefits. NOTE I I - POST-EMPLOYMENT BENEFITS OTI{ER 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 receivedn 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 Pratfville, 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 eligibility 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. Contribution 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 arc 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 314 54 CIry OF PRATTVILLE. ALABAMA NOTES TO FINANCTAL STATEMENTS SEPTEMBER 30" 2OI2 NOTE I I - POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS: (continued) 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 Prattville'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 of the current year's retiree funding costs. In fiscal year ending September 30, 2012, the City of Prattville, Alabama's portion of health care funding cost for retired employees totaled $60,934. These amounts were applied toward the net OPEB obligation as shown in the table below. Annual required contribution - The City of Prattville's Annual Required Conhibution (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,20ll is $361,443, as set forth below: MEDICAL Normal cost 30 year unfunded AAL amortization amount Annual required contribution (ARC) 189,7 43 171,700 361,443 55 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI2 NOTE I I - POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS: (continued) 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 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, peraentage fiscal year 2012 and the previous fwo years 361,443 54,128 (7 8,255) 337,316 -0- (60,934) 27 6,382 1,353,183 1,629,565 of the cost contributed, and the net OPEB obligation for is as follows: PERCENTAGE OF ANNUAL ANNUAL COST NET OPEB OPEB COST CONTRIBUTED OBLIGATION POST EMPLOYMENT BENEFIT FISCAL YEAR ENDED Medical Medical Medical September 30, 2010 $ September 30, 20ll September 30, 2012 661,215 328,260 337,315 17.000h 17.19% 18.060h 1,081,342 1,353,182 1,629,565 Funded status and funding progress - As of September 20, 2012, the actuarial accrued liability for benefits was $2,969,078 all of which was unfunded. The covered payroll (annual payroll of active employees covered by the plan) was $13,110,114 and the ratio of the unfunded actuarial liability to the covered payroll was23Yo as presented in the following table: 56 CIry OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30. 2OI2 NOTE l1 - POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS: (continued) MEDICAL Actuarial accrued liabilify (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 2,969,078 -0- 2,969,078 -0-% l3,l l0,l l4 23% 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 rate: (2') retirement rate; (3) health care cost trend rate; (4) mortalify 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 ofassets. 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 furnover. Actuarial value of plan assets - Since the OPEB obligation has not as yet been funded, there are not any assets. 57 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCI,AL STATEMENTS SEPTEMBER 30.2OI2 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 approxim ately 9Yo. It has further been assumed that l0%o of retirees decline coverage because ofthe substantial retiree contribution required. Post-employment benefit plan eligibili8 requirements - Based on past experience, it has been assumed that entitlement to benefits will commence immediately upon retiree coverage eligibility. Medical benefits 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 4Vo 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, 2004by 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.IYo for 2016 and later, The hend rate includes an inflation factor of 2.50% annually. Mortality 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 atage 65. NOTE 12 - CONTINGENT LIABILITIES: 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. 58 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI2 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; errors and omissions; natural disasters; injuries to employees; and self-insured employee health. The City purchases commercial insurance for properly, 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, 2012, 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 FLIND Unpaid claims, beginning of fisc al year Incurred claims (including IBNRs) Claim payments Unpaid claims, end of fisc al year $ 173,600 $ 176,300 2,561,453 2,682,997 (2,606,7 53) (2,9!!,691) $ 128,300 -- 2012 20tl 59 173,600 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI2 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 30,2012 was $436,870. 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 Cify of Prattville for license fees at September 30,2012 was $119,596. On May 1,2006, the City of Prattville, Alabama entered into a lease agreement with the Historic Prattville Redevelopment Authority to lease a building on West 4ft Street. The term of the lease is five years with quarterly rent payments of $8,183. The City of Prattville, Alabama paid$32,732in rent payments to Historic Prattville Redevelopment Authority during fiscal year ended September 30,2012. NOTE 15 - FLNDTNG 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 District's issuance of Limited Obligation Taxable Economic Development Bonds (Bass Pro Project), Series 2006 which were used to finance the acquisition, 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 to2J% of the gross proceeds of such sales through the earlier date of September 2026 or firll 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. 60 CITY OF PRATryILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI2 In December 2008, the City of Prattville, Alabama entered into a funding agreement with The Exchange Cooperative District (the Dishict), 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% 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, otherwise, all payments shall be made to the Dishict or to the District Director. The maximum amount shall be the aggregate amount necessary to amortize $9,000,000 over thirty (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. 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 annualpayments 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, 2012was $155,425. 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, 2012, commitments to contractors on capital projects are as follows: Commitments $ 852,869 Spent-to-date (680,126) 6l Remaining commitments 172,7 43 CITY OF PRATTVILLE. ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30.2OI2 NOTE 17 - EFFECT OF NEW PRONOUNCEMENTS: 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. 63, Financial Reporting of Defewed Outflows of Resources, Deferred Inflows of Resources, and Net Position. This statement provides financial reporting guidance by standardizing the presentation of defened outflows of resources and deferred inflows of resources and their effects on a government's net position. The requirements of this statement are effective for financial statements for periods beginning after December 31,2011, NOTE 18 - SUBSEQUENT EVENTS: Subsequent to September 30,2012, the City Council approved purchases of vehicles and equipment totaling approximately $603,099 and construction commitments totaling approximately $152,000. 62 CITY OF PRATTVILLE, ALABAMA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF FLTNDING PROGRESS OF THE CITY'S DEFINED BENEFIT PENSION PLAN LAST THREE FISCAL YEARS ACTUARIAL VALUATION DATE ACTUARIAL VALUE OF ASSETS (a) ACTUARIAL ACCRUED LIABILITY (AAL) ENTRY AGE (b) $ 39,3 I 5,61 3 43,165,309 42,166,299 UNFTINDEDAAL FLINDED(UAAL) RATIO(b-a)- ({ul _ COVERED PAYROLL (c) UAAL AS A PERCENTAGE OF COVERED PAYROLL ((b-a){c) 75.8% 92.8% 97,60h September 30, 2009 $ 28,5 14,588 September 30, 2010 29,286,356 September 30, 20ll 29,406,664 $ 10,801,a25 13,878,953 12,7 59,63 5 72.5% 514,254,467 67.8% 14,949,370 69,7Vo I 3,066,7 62 63 CITY OF PRATTVILLE, ALABAMA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF FUNDING PROGRESS OF THE CIryS POST.EMPLOYMENT BENEFITS OTHER THAN PENSIONS LAST THREE FISCAL YEARS ACTUARIAL ACCRUED ACTUARIAL LIABILITY UNFUNDED VALUE OF (AAL)AAL FLTNDED COVERED PAYROLL (c) UAAL AS A PERCENTAGE OF COVERED PAYROLL ((b-a)/c) ACTUARIAL VALUATION DATE September 30, 2009 September 30, 2010 September 30, 201 I ASSETS UNIT CREDIT (UAAL) RATIO(a) (b) (b-a) (a/b) -0- $ -0- -0- 5,3 10,730 $ 5,3 10,730 2,854,883 2,854,883 2,969,079 2,969,078 0.00A $ 14,483,029 0.00h 14,207,13 I 0.0% l3,l10,114 37% 20% 23% 64 NONMAJOR GOVERNMENTAL FLINDS SPECIAL REVENUE FI.INDS 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. State gasoline excise tax fund - accounts for proceeds from a state gasoline tax. The use ofthese funds is restricted to expenditures related to construction, improvementso 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. THIS PAGE INTENTIONALLY LEFT BLANK CITY OF PRATTVILLE, ALABAMA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2OI2 ASSETS: Cash Total assets FUND BALANCE: Restricted for road projects Total fund balance TOTAL NONMAJOR SPECIAL GOVERNMENTAL REVENUE FLINDS FTINDS $ 481 ,959 $ 481 ,959 $ 481 ,959 $ 481 ,959 $ 481 ,959 $ 481 ,959 $ 481 ,959 $ 481 ,959 65 CITY OF PRATTVILLE, ALABAMA COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FLTNDS FOR THE YEAR ENDED SEPTEMBER 30, 2OI2 REVENUES: Intergovernmental revenue Total revenues OTHER FINANCING USES: Transfers out Total other financing uses EXCESS OF REVENUES AND OTHER FINANCING USES OVER EXPENDITURES FTJND BALANCES AT BEGINNING OF YEAR TOTALNONMAJOR SPECIAL GOVERNMENTAL REVENUE FUNDS FLTNDS $ 548,280 $ 548,280 548,280 548,280 (322,333) \322,333)(322,333) (322,333) 225,947 256,012 225,947 256,012 FUND BALANCES AT END OF YEAR $ +8I,959 $ 48I,959 66 CITY OF PRATTVILLE, ALABAIW{ COMBINING BALANCE SHEET NONMAJOR SPECIAL REVENUE FUNDS SEPTEMBER 30,2OT2 STATE STATE GASOLTNE GASOLINE AND ALABAMA TOTAL EXCISE LUBRICATING TAX FUND OIL TAX FUND ASSETS: Cash$481,959$254,253$227,706 Accounts receivable TRUST FUND Total assets o\{ FUND BALANCE: Restricted for road projects $ 481,959 $ 254,253 $ 227,706 $ $ 481 ,959 $ 254,253 $ 227 ,706 Total tund balances $ 481.959 $ 254.253 $ 227-706 S CITY OF PRATTVILLE, ALABAMA COMBINTNG STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NONMAJOR SPECIAL REVENUE FUNDS FOR THE YEAR ENDED SEPTEMBER 3O,2OI2 STATE STATE GASOLINE AND GASOLINE LUBRICATING ALABAMA TOTAL EXCISE TAX FUND OIL TAX FUND TRUST FUND $ 548,280 $ 146,893 $ 1t4,504 $ 286,883 REVENUES: Intergovernmental revenue s Total revenues o\oo OTHER FINANCTNG USES: Transfers out 548,280 146,893 114,504 286,883 (322,333)(35,450)(286,883) (286,883)Total other financing uses Excess of revenues and other financing uses over expenditures FUND BALANCES AT BEGINNING OF YEAR FUND BALANCES AT END OF YEAR $ 481 ,959 $ 254,253 $ 227,706 $ (322,333)(35,450) 225,947 256,012 111 ,443 142,81,4 114,504 113,202 CITY OF PRATTVILLE, ALABAMA BUDGETARY COMPARISON SCHEDULE STATE GASOLINE EXCISE TAX FLIND FOR THE YEAR ENDED SEPTEMBER 3O,2OT2 VARIANCE WITH BUDGET ACTUAL BUDGET REVENUES: State gasoline excise tax Total revenues OTHER FINANCING USES: Transfers out Total other financing uses EXCESS OF REVENUES AND OTHER $ 137,000 $ 146,893 $ 9,893 FINANCING USES OVER EXPENDITURES $ 137,000 ltl,443 $ (25,557) FUND BALANCE AT BEGINNING OF YEAR FUND BALANCE AT END OF YEAR 142,810 $ 254,253 137,000 146,893 9,893 __ ..ff,15,9) (35:450) (3 s,4s g) (J s,4s o) 69 CITY OF PRATTVILLE, ALABAMA BUDGETARY COMPARISON SCHEDULE STATE GASOLINE AND LUBRICATING OIL EXCISE TAX FI.II{D FOR THE YEAR ENDED SEPTEMBER 3O,2OI2 VARIANCE WITH BUDGET ACTUAL BUDGET $ 106,000 $ 114,504 $ 8,504 REVENUES: State gasoline and lubricating oil excise tax Total revenues EXCESS OF REVENUES AND OTHER FINANCING USES OVER EXPENDITURES FLND BALANCE AT BEGINNING OF YEAR FLTND BALANCE AT END OF YEAR -- 106,000 114,504 8,504 $ 106,000 114,504 $ 8,504:-- -.1i1?,20,? $ 227,706 -- 70 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 frnancial statements, note disclosures, and required supplementary information says about the City's overall financial health. CONTENTS PAGE Financial trends 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 These schedules contain information to help the reader assess the factors affecting the City's ability to generate its sales taxes. Debt capacity These schedules present information to help the reader assess the affordability ofthe City's current levels of outstanding debt and the City's abilify to issue additional debt in the future. Demographic and economic information 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 These schedules contain information about the City's operations and resources to help the reader understand how the City's financial information relates to the services the City provides and the activities it performs. Sources: Unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports. 7r 76 80 84 86 THIS PAGE INTENTIONALLY LEFT BLANK GOVERNMENTAL ACTIVTT TES : Invested in capital assets, net of related debt Restricted Unrestricted Total governmental activities net assets BUS INES S.TYPE ACTIVITIES : Invested in capital assets, net of related debt Unrestricted Total business-type activities net assets PRIMARY GOVERNMENT: Invested in capital assets, net of related debt Restricted Unrestricted Total primary government activities net assets 2003 2004 $ 262,094 $ (835,480) 623,621 2,740,330|,799,375 838,970 CITY OF PRATTVILLE. ALABAMA SCFIEDULE 1 NET ASSETS BY COMPONENT (accrual basis of accounting) 2005 2006 2007 $ 200,301 $ 1,747,516 $23,286,1262,670,892 12,053,513 6,911,387 (477,821) (29,514,316) (28,t62,924) $ 2,685,090 $2,743,82A $2,393,372 $ (15,713,287) $ 2,034,589 2008 2009 2010 20tl 2012 s26,252,599 $ 27,913,767 $ 28,197,019 $33,144,191 $31,400,291 6,238,962 3,761,598 851,251 653,478 803,180 (42,378,700) (44,366,960) (46,256,970) (42,282,379) (35,254,724) _$_(e,88?,13el $ (r2,6et,5e5) $ (t?,208,?00) gglgJrq _$E051,251I $ 3,751,152 |,467 ,034 $ - $ 5,218,186 _.1 $ 262,094 $ (835,480) 623,621 2,740,330 1,799,375 838,970 $ 200,301 $ 1,747,516 523,286,126 2,670,892 12,053,513 6,91L,387 (477,821) (29,514,316) (28,162,924) $ 2,034,589 $ 26,252,599 $ 27 ,913,7676,238,962 3,761,598 (42,378,700) (44,366,960) $ (9,887,139) $ (12,691,595) $ 28,197,019 $33,144,191 $35,151,443 851,251 653,478 803-180 (46,256,970) (42,282,379) (33,797,690) $ (17,208,700) $ (8,484,710) $ 2,166,933$ 2,685,090 $2,743,820 s2,393,372 $ (15,713,287) GOVERNMENTAL ACTIVITIES E)(PENSES. Governmental activities : General government Public safety Public works Cultural and recreational lnterest on long-term debt Total governmental activities expenses PROGRAT,T 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 revenues Total primary governmert net expense GENERAL REVEN{.IES AND OTI{ER CHANGES TN NET ASSETS. Governmental activities : Taxes- Sales taxes Real and personal property taxes Motor fuel taxes Intergovernmental lnvestment earnings Miscellaneous revenue Gain (loss) on sale of capital assets Transfers Total governmental activities general revenues and other changes in net assets Total governmental activities change in net assets CITY OF PRATTVILLE, ALABAMA SCHEDULE 2 CHANGES IN NET ASSETS (accrual basis of accounting) 2007 201 I $3,694,611 $3,536,671 $4,238,631 54,A6r,244 $5,350,008 $6,765,36r $8,093,740 59,r24,r72 $6,984,3IE $6,868,707 10,601,648 tt,52t,996 t2,485,t23 |,642,133 rL,6tO,7U 13,028,713 13,401,4t7 t4,7r9,427 13,36q0$ 12,91r,701 5,964,375 6,184,100 6,033,293 25,283,479 6,548,n5 20,541,104 8,005,500 8,755,792 7,23s,4M 3,518,015 r,85r,287 2,236,072 2,162,29',1 2,@8,474 2'381,7@ 2,502,375 \549,440 2,449,t84 2,080,642 1,766,958 794,955 678,652 606,591 1,t88,315 2,U7,2t3 2,327,227 2,445,0U 2,54s,ffi 2,460,s45 Zt95,O4a 22,9M,876 24,t57,491 25,725,935 45,073,645 27,937,7ffi 45,164,740 34,495,t61 37,614,635 32,129,992 27,261,429 {N) 3,101,357 3,231,340 1,105,768 1,292,271 3,2L5,659 3,040,210 225,033 213,697 t29.790 304,866 L1,731,268 13,360,231 1,308,033 1,543,217 234,541 241,512 3,5E0,313 3,919,277 4,654,085 5,183,865 4,90r,819 4,474,93 4,990,894 5,351,940 1,310,831 t,411,9@ t,4u,65t 1,781,289 1,201,853 1,287,322 t,553,044 1,517,963 2,993,596 3,219,938 3,969,798 3,930,26 3,928,435 4,412,889 5,400,680 264,744 209,831 226,6& 303,580 3t8,697 26t,429 265,M4 238,279 234,899 265,252 1,015,035 385,083 460,308 3t3,6U2 206,761 t9),703 tt2,Ot2 14,199,349 14,729,824 15,365,612 15,965,129 t5,890,723 t6,7 ,679 19,412,210 22,456,057 1,638,862 l,?9r,544 2,065,9',15 2,273,782 2,481,450 2,500,129 2,545,750 2,688,777 242,684 242,416 243,557 239,897 238,36t 240,547 239,616 t5,357 20,22A fi,753 9,092 9,159 161,534 153,2& 286,883 165,783 t82,995 644,767 2323a7 39,410 423ft 32,621 26,685 772,830 742,006 570,544 872,896 386,661 206,845 226,695 476,471 (re,20r) 7377,@7 t,OSr,'U Sj5",Sr3 ',1S,8'rffiffiffiffi rffi# (rs,129,269) (r6,075,r0?) (r7,366,rt2l (3s,2s4,826) (15,er4,e85) (3l,5l4,ell) (2r,8s0,22o' (24,465,t57) (r3,e6,r42) (17,r27,321) 179,Q52 193,336 384,042 383,017 16,458 160,646 740,819 ?0,955 (3,374,0,3) l4 32S9 lSl]3"838 Upl5-664 l?Jt6r0l3 lqS682O8 lrJr3,tS3 trWJ64 lr948lf2 n,61o,B' n,5@J8O _!__lz::f!E _!___i!41_ _r _l::9,449_ _Il],5:$12 _!__22s1223_ _s (t1.e2t328)_ _l_(2,804.459_ _l_C.s r?..91 _l_glZ12e0_ _!_:.433,4s1_ 2003 CITY OF PRATTVILLE, ALABAMA SCHEDULE 2 CHANGES IN NET ASSETS (accrual basis of accounting) 2005 zooT 2008 {(, BUSINESS-TYPE ACTIVITIES E)GENSES. Sanitation Wastewater Total business-type activities expenses REVENUES: Charges for services Sanitation Wastewater Capital grants and contributions Wastewater Total business-t)?e activities revenues Total business-typ€ activities net program revenue OTHER CHANGES IN NET ASSETS Miscellaneous revenue Transfers Total business-typ€ activities change in net assets Total primary goverrrment change in net assets $ 2,ft9,31t ? {15 ?54 4,544,672 3,874,U4 t60ju 6,427,343 1,W2,671 t,422 3-374.83 3,375,515 s 5,218,186 3 (71s,e80) $ 58,73r $ (350,448) $(17,s38,813) $ 2,es3,223 $(1r,e21,728) $(2,804,4s6) $(4,s17,105) $ 8,723,ee0 $10,651,643 GENERAL FUND: Reserved Unreserved Nonspendable Restricted Commiued Assigned Unassigned Total general fund ALL OTHER GOVERNMENTAL FUNDS: Reserved, reported in: Capital projects fund Reserved, reported in: d Debt service fund Unreserved reported in: Special revenue funds Unreserved, reported in: Debt service fund Unreserved reported in: Capital projects fund Resficted CITY OF PRATTVILLE. ALABAMA SCHEDULE 3 FUND BALANCES OF GOVERNMENTAL FUNDS (modified accrual basis of accounting) 2003 2004 2005 2006 2007 2008 2009 2010 20ll 20t2 s 17t,457 $2,063,054 $1,777,1t4 $ 2,03t.204 $ 944,030 $ 1,181,267 $ 1,043,077 $ 821,293(64r,630) (520,470) (r.429,357) (1,370,e3s) (54s,M2) (744.s77) (316,517) Q,3r3,284)$ 159,850 $ 98,908 653,478 204,694 12, 185 2,567 ,260172,653 1,235,3L0 5 50,28 5 I ,099, 168 -$._EZg _ _{_1,s42{1_ _$ 347Js1_ _{_66926e_ _!__!:!l!!_ _!._lig6e9_ _!__126560_ _{_q,4er.ee!_ _{_1,548,45_1_ _{_5,205.119 s 492,482 S 664,s92 $ 6,176,905 52,607,6s2 $ 2,510,352 $ 2,371,105 $ 618,868 2,6s4,t75 1,060,466 t,192,527 858,397 80,178 s 286,373 350,577 88,158 326,192 511,735 63,082 373,568 566,257 153,567 270,24t 264,820 258,009 255,061 (6r,29s\ 169,558 3,156,586 2,42s,627 2,0s3,100 2,964,424 2,445,873 2,47t,886 25,258 (357,885) s 480,627 $ 598,486 Tot l ![ orhd sotqdcfld tdb S 3J96J26 t 3,53E,92? t 3,0?0,570 $ l2J?9,705 3 6,EE0,?E Jq176552 i 3,797.EE{ I 907,41E $ aEO,627 3 59E,a36 Nolc lbio& p.io. to201l tfr.aot bc6 idor.aitrly Ened fo( tu iEFcr of Stltdat No. 54 of6.Gois@rdl Accoirdilg St dlirls Bodd: Fud Bddc R.?ortirg dd ih. GoE@.dd Ftnd Tylc Dcfi'itio$" CITY OF PRATTVILLE. ALABAMA SCIfiDULE 4 CF{ANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS (modified accrual basis of accounting) 20072006 2008 2009 2010 201l 20t2 \t\rl REVENUES. Sales taxes Real and personal property taxes Motor fuel taxes Licenses and permits Intergovernmental revenues Charges and fees for services Fines and forfeitures Interest Miscellaneous Total revenues DGENDITURES: Unreserved, reported in: Current: General governmental Public safety Public works Cultural and recreation Capital outlay Debt service: Principal payments Interest and fiscal charges Bond issuance costs Total expenditures Excess of revenues over (under) expenditures OTFIER FINANCING SOURCES (USES): Transfers in Transfers out Transfers to component units Issuance ofbonds Issuance of refunding bonds Issuance of notes payable Proceeds from capital lease Payment to refunded bonds escrow agent Sale of capital assets Bond premium (discount) Total other financing sources (uses) Net change in fund balance Debt sewice as a percentage of noncapital expenditures 2003 2004 2005 $ 13,273,842 $ 15,144,960 $ 14,199,349 $ 14,729,9241,638,862 r,798,544242,684 242,4163,101,357 3,231,340 3,580,313 3,939,277308,842 321,324 280,609 780,5024,285,668 4,133,786 4,177,380 4,51 1,611260,792 412,392 336,979 352,996 577,379 901,465 93g,613 1,170,940 2l,807 "879 24,145,267 25,394,699 27 ,526,010 $ 15,365,612 $ 15,965,129 $ 15,890,723 $ 16,796,679 $ 19,432,210 $ 22,456,0572,065,975 2,273,782 2,481,450 2,500,129 2,545,750 2,688,777 243.557 239,898 238,361 240,547 239.6t64,654,085 5,183,865 4,901,819 4,874,993 4,990,894 5,351,940 222,043 302,1 18 343,156 217,701 153,240 548,280 5,319,420 5,493,106 4,905,652 5,564,563 6,655,705 1,223,888418,609 537,086 486,065 400,692 536,299 532,321 644,772 232,387 39,410 44,844 32,621 26,695 849,160 l,l97,L6l 1,109,616 L,099,914 908,449 1,067,962 29,783,233 31,424,532 30,396,252 31,740,062 35,494,783 33,895,910 (835,507) {574,187) (2,146,t12) (21,386,353) 5 ,261 ,945 6,280,215 6,3 I 8,533 7 ,537 ,961 5 ,973 ,87 | 5 ,7 57 ,56411,153,949 12,746,727 12,989,658 14"023,058 12,712,387 12,346,346 5,588,300 18,984,015 7,182,300 8,007,685 6,519,457 3,332,207 2,005 ,573 2,152,013 2,488,332 2,37 | ,770 | ,7 49 ,355 l, ,434,3098,505,999 3,756,955 2,8[ 1,090 3,290,520 478,136 379,900 1,418,665 1,445,912 1,816,556 2,33I"364 9,073,190 4,070,296 1,917,209 2,158,816 2,430,712 2,465,127 2,492,666 2,230,996 35.851S40 (6,068,447) (16,466,571) {5,640,929) (8,504,834) (3,5A4,279) 4,344,292 4,979,825 16,586,498 7,276,949 3,149,228 5,525,970 4,610,138 (4,979,825) (16,586,498) (7,276,949) (3,149,228) (5,525,970) (4,699,055) 3,596,816 3,488,777 9,404,225 10,733,0014,914,907 5,017 ,663|,330,782 |,761,7001,176,805 1,391,229 4,161,340 4,825,37 | I1,665,559 I1,141,574 5,613,345 24,664,57LL,784,6I2 1,796,512 2,193,165 2,493,938 4,461,246 32,254,124 (4,461,246) (32,254,124) (302,350) 30,470,000 625,000 625,000 157,792 2,586 480,746 31,575,746 1,506,896 712,955 n"643386 1,567,485 1,476,500 2,599,045674,599 650,279 650,342 85,000 741,010 24,719,454 27,540,800 48,912,363 4 ,699 ,240 3,209,93 I (4,699,244) (3,209,931) (444.647 ) (20t,750) 2,085,000 383-017 373,259 272,836 (61,630) 2,57,9,345 493,028 15,300,000 136,099 307,808 451,767 307,808 1,,62I,373 2,670,000 6,315,000 1,000,000 300,000 5,637,303 930,760 260,000 (6,322,926) (87,428) t73,741,15,800,438 3,552,133 3,395,815 5,637,303 (88,917) -$.__G2?.t34 _!__l$!Jl!_ _!_l!664!1) _!_!9J_q2J9i_ _!_-A&qJ22I _$ (666,.!!1_!_lag$J2ql _$__(!,r0x912l _$ 2,8.u4_ _$ 425s.37s_ t0.24%g.7ga 8.49o/o 8.600/o L2.2lo/o 8.8s%12.74%t3.54%30.00%21.61% CTTY OF PRATTVILLE. ALABAMA SCHEDULE 5 NET TAXABLE SALES BY CATEGORY 2003 2004 200s 2006 2007 2008 2010 201 I 2012 $37,317,474 $40,062A14 $45,541,937 $,14,070,516 $44,057,973 $49,891,510 561,766,373 $72,438,'182 $81,049,639 $78,698,22874,336,M9 75,475,573 78,477260 79,tt9,351 75,830,662 70,L56,573 73,331,244 7t,839,635 77,704,211 76,108,625 93,894,984 96,34t,702 90,016,728 78,357,966 74,734,128 65,384,586 46,030,674 58,984,572 61,159,678 62,669,770L,225,203 1,8 13,5 17 l,,512,332 I,512,272 I,855,136 50,107,828 57,047,006 59,626,869 63,443,394 62,844,097 s1,658,420 53,838,468 62,888,874 69,407,860 72,159,819 4,494,332 5,157,160 4,599,982 5,138,448 6,693,246 13,638,375 21,877,67'1 20,566,253 17,869458 17,145,730 31,644,832 37,'1s3,391 44,t64,704 44A91,167 36,036,047 48,684,662 39,460,896 39,128,465 4t,682202 40,414,350 5,838,760 6,428,097 8,639,890 9,765,852 1O,784,t93 21,761,093 22,983,026 22,447212 21,425,351 15,120,821 79,051,188 104,053,618 I I1,509,853 I18,363,518 149,544,076 256,892,888 244,770,686 262,697,325 266,079,295 253,682,787 $376,68s,467 $422,3t8,961 5442,5'77,223 $442,750,212 $460,524A22 $579,293,310 $565,872,561 $612,503,450 $ 639,889,966 $617,855266 2.s0%2.50%2.50%2.s0%2.s0%2.50%3.50%3 s0% 2009 \.to\ Apparel stores Food stores Automotive Manufacturing machine Restaurants Home fumishings and appliances Building matenals Service stations Other retail stores Totals City direct sales tax rate Source: City's Finance Department. 2010 CITY OF PRATTVILLE. ALABAMA SCHEDULE 6 SALES TAX REVENUE PAYERS BY CATEGORY FISCAL YEARS 2OO3 THROUGHaOI? 20tl 20t2 NUMBER OF TAX PERCENTAGE PERCENTOF OF TAX REMITTED NUMBER TOTAL TAX BY TOP TEN OF PERCENTAGE PERCENTOF OF TAX REMITTED NUMBER TOTAL TAX BY TOP TEN OF PERCENTAGE PERCENT OF OF TAX REMITTED TOTALTAX BY TOP TENTAXTAX FILERS LIABILITY LIABILITY TAXPAYERS FILERS LIABILITY LI.ABILITY T{CAYERS FILERS LIABILITY LIABILITY TNGAYERS Apparel stores Food stores Automotive Machine Restaurants Home furnishings and appliances Building materials Service stations Other raail stores Totals 17 $ [,810,970 8 1,795,991 27 294,923 25 11,342 90 1,572,222 L2 514,156 8 978,212 29 561,180 20 s 2.754.438 8 2,663,802 23 313,349 21 13,913 81 2,525,594 12 600.101 8 1,414,502 25 529,229 931 8,878,898 13.99o/o l0-30o/o 13.53% l2.l4o/o 1,.59o/o 0.07o/o 12.82o/o 3.O5o/o 2.23o/o 7.18o/o 6.410/o 2.690/o 45.O8o/o 6.15%0 12.84o/o 12.73Vo 2.09o/o 0.08o/o ll.l,5o/o 3.650/o 6.94o/o 3.98o/o 46.54o/o 8.05o/o 11.83% 2.44o/o 6.22o/o 9.55o/o 17 $ 2.300.008 8 2,205.072 27 3 t5-798 2s 11.342 95 r,969,640 L2 507,095 8 1, [82,848 28 608,003 918 7,550,736 13.8Lo/o 13.24o/o 1.90o/o 0.07o/o 11.83o/o 3.05o/o 7.10o/o 3.650/o 45.35o/o 7.690/o ll.97o/o 2.18% 6.20o/o 9.22o/o 1,180 $ 14,L04,419 100.000/o 2007 I,138 $ 16,650,542 100.00%1,1.29 $ 19,693,825 100.00% {{ NUMBER OF PERCENTAGE PERCENTOF OF TAX REMITTED NUMBER TOTAL TAX BY TOP TEN OF TAX PERCENTAGE PERCENTOF OF TAX REMITTED NUMBER TOTAL TAX BY TOP TEN OF PERCENTAGE PERCENT OF OF TAX REMITTED TOTAL TAX BY TOP TENTAX FILERS LIABILITY LIABILITY T$GAYERS RLERS LIABILITY LIABIUTY TA)GAYERS FILERS LIABILITY LIABILITY TA)GAYERS TAX 13 $ l,101,449 7 L,895,767 26 373,671 10 161,331 8 900.901 28 269,605 Apparel stores Food stores Automotive Machine Restaurants Home furnishings and appliances Building materials Service stations Other retail stores Totals 75 1,571,102 15.680/o 9, [89 84 1,29I,461 t2 340,959 8 1.217.tl7 28 544.027 10.98% 1, [50 6,422,322 lO.99Vo 18.92o/o 3.73o/o 1.6',/o/o 8.99o/o 2.690/o 8.10olo 17.7lo/o I.680/o 7.82o/o ll.70o/o 13.89o/o L.74o/o 4.L1o/o 7.48o/o 4.35o/o 46.39o/o 8.49o/o 12.25o/o 2.54o/o 6.74Vo 10.70o/o l7 14 $ 1,247,288 7 1,753,914 25 326,923 9.48o/o 13.33Vo 2.49o/o O.O7o/o 9.82o/o 2.59o/o 9.25o/o 4.14o/o 48.83o/o 12.48o/o 14 $ 1,544,159 8 1,833,281 24 230.153 6.OOo/o 12.56o/o 1.35o/o 1.35o/o 7.90o/o 22 13.601 0 .los/o 89 L-345-962 10.20o/o L2 s46.942 8 986.522 30 574,576 980 6,119,2671,056 3,738,602 37.330/o r,223 $ 10,018,428 100.00o/o 1,345 $ 13,153,200 100.00%1,187 $ 13,194,463 100.00% 2004 CITY OF PRATTVILLE. ALABAMA SCHEDULE 6 SALES TAX REVENUE PAYERS BY CATEGORY FISCAL YEARS 2OO3 THROUGH?OIZ 200s PERCENTAGE PERCENT OF OF TAX REMITTED NUMBER PERCENTAGE PERCENT OF OF TAX REMTTTED NUMBER PERCENTAGE PERCENT OF OF TAX REMITTED Apparel stores Food stores Automotive Machine Restaurants NUMBER OF TAX TOTALTAX BYTOPTEN OF TAX TOTALTAX BYTOPTEN OF TAX TOTALTAX BYTOPTEN FILERS LIABILITY LIABILITY TNGAYERS FILERS LIABILITY LIABILITY TAXPAYERS FILERS LIABILITY LIABILITY TA)EAYERS 9 $ 1.001,560 ll.6lo/o l0.45o/o 9 $ I,138,548 12.2*/0 ll.lsvo 9 $ I,101,763 ll.60Vo l0.3lVo 6 1.886.889 2t.a6yo 2t.780/o 6 t,96t,932 2t.r80/o zt.ltoA 6 t,977,984 20.AZo/o 20.550/0 30 4t1,709 5.58o/o 2.43o/o 31 450,084 4.860/6 2.82o/o 30 391,790 4-L2o/o l.sloh {a 65 r.426.t7s r6.s2%70 L,490,672 16.090/o 69 1,586,085 16.690/00Irctuddi{r-d4!fiEB 7 r4rr9 l0 llt00 r.Zax l0 l2t,a6lBlinirr@irrr 6 tc.335 6 r,l04.lll 6 \llt2nt tt.tl* 10.7t* Service stations Other retail stores Totals 28 160-702 1.860/o 30 215,997 2.330/o 30 244-146 2.57o/o 882 2,60I,340 ?O.l4oh 12.00o/o 943 2,787,746 30.Oy/o ll.93o/o 955 2,959,088 3l.l4o/o 11.8070 1,033 $ 8,631,139 100.000/o 2003 1,105 s 9,264,097 100.00%I,I 15 $ 9,501,596 100.00% PERCENTAGE PERCENTOF NUMBER OF TAX REMTTTED OF TAX TOTAL TAX BY TOP TEN FILERS LIABILITY LIABILITY TAXPAYERS Apparel stores 8 $ 932,937 l2.37o/o ll.32o/o Food stores 6 1,858,402 24.650/o 24.2to/o Automotive 23 469,475 6.23o/s 2.9Lo/o Machine Restaurants 60 1,,252,696 16.620/o Home furnishings and appliances 7 112,358 I.49% Building materials 5 79l,l2l 10.49o/o 9.93% Service stations 28 145-969 1.94o/o Other retail stores 898 L,976,280 26"210/o l3.03o/o Totals 1,035 $ '7,539,238 100% Note: Due to confidentiality issues, the names of the ten largest revenue payers are not available. The categories presented are intended to provide alternative information regarding the sources of the City's revenue. CITY OF PRATTVILLE. ALABAMA SCHEDI.JLE 7 DIRECT AND OVERLAPPING SALES TAX RATES FISCAL YEAR CITY DIRECT RATE AUTAUGA COTINTY DISTRICT TAX STATE OF ALABAMA TOTAL SALES TAX 2003 2004 2005 2006 2007 2008 2009 2010 20tr 2012 FISCAL YEAR 2,5yo 2.50h 2.50h 2.5% 2,50/o 2.5% 2,50/o 2s% 35% 3,50/o CITY DIRECT RATE ELMORE COLTNTY DISTRICT TAX 4,000/o 4.000/0 4.000 4,000/0 4.000/0 4,jayo 4.00% 4.000/0 4,000 4,00% STATE OF ALABAMA 8,50h 8,50/o 8.5%o 8.50h 8,50h 8.50/o 8.50/o 8.5% 9.5% 9.50h TOTAL SALES TAX 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2003 2004 200s 2006 2007 2008 2009 2010 20tl 20t2 2,50 2,50/o 25% 25% 25% 2,50/o 2.50/o 2,50h 3,50/a 3.50/o r% t% t% r% t% lo/o r% t% t% t% t% lo/o t% t% t% t% t% t% t% t% 4.00% 4,000 4.00% 4.00% 4.00vo 4,000h 4,000/0 4,00To 4.00% 4.00Vo 8.5% 8.s%o 8.syo 8,50/o 8.5% 8,50 8.5% 8,svo 9,sYo 95% Sources: City Finance Department, Autauga County Revenue Commissioner's Office, and Elmore County Department of Finance. 79 CITY OF PRATTVILLE. ALABAMA SCT{EDULE 8 RATIOS OF OUTSTANDTNG DEBT BY TYPE GO VERNMENTAL ACT IVITIES FISCAL YEAR GENERAL OBLIGATION BONDS TERM LOAN LIMITED OBLIGATTON WARRANT |,594,489 1,594,489 L,594,489 1,594,489 1,594,489 1,580,851 BUS TNES S-TYPE ACTIVITIES CAPITAL LEASE TOTAL OTITSTANDTNG DEBT PERCENTAGE OF TAXABLE SALES (b) 4.r2% 3.88% 3.4lYo 10.08% 9.80% t0.26% 10.81% 10.18% 8.40% 8.6|0/o PERCENTAGE OF TAXABLE SALES (b) 0.46% PERCENTAGE OF TAXABLE SALES (b) 4.r2% 3.88% 3.4t% 10.08% 9.80% 10.260/o 10.81% 10. l8% 8.40% 9.060/o PERCENTAGE PER OF PERSONAL CAPITA INCOME (a) (a) 2003 2004 2005 2006 2007 2008 2009 2010 20tl 2012 FISCAL YEAR 14,920,985 15,811,724 14,595,000 44,352,609 43,102,043 56,994,583 57,099,163 57 ,699,065 54,755,183 49,212,046 99,344 L ,025,708 [,803,956 1,755,709 701,035 588,921 588,956 486,973 294,946 437,O7l 761,348 1,445,462 1,239,844 748,347 88,562 15,509,906 16,400,680 15,08r,973 44,647,555 45,133,603 59,449,764 61,164,822 62,337,354 58,853,728 51,582,494 GENERAL OBLIGATION BONDS TERM LOAN CAPTTAL LEASE TOTAL OUTSTANDING DEBT 2,728,474 r.29% r.29% l.l0o/o 3.04% 2.90o/o 3.62% 3.680/o * * * 339 349 315 909 906 I,l8l |,205 1,142 * :t 339 349 315 909 906 1,18 I 1,205 |,142 * * 2,490,000 LIMITED OBLTGATION WARRANT PRIMARY GOVERNMENT 238,074 PERCENTAGE PER OF PERSONAL CAPITA INCOME (a) (a) ** PERCENTAGE PER OF PERSONAL CAPITA INCOME (a) (a) 2012 FISCAL YEAR GENERAL OBLIGATION BONDS TERM LOAN 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 14.920,985 15,81 |,724 14,595,000 44,352.609 43,102.443 56,994,583 57 ,099,163 57,699,065 54,755,183 51,702,046 99,344 1,025,708 1,803,956 1,755,709 701,035 1,594,489 1,594,489 1,594,489 1,594,489 L,594,489 1,580,851 588,921 588,956 486,973 294,946 437,071 761,348 1,445,462 |,239,844 748,347 326,636 LIMITED OBLIGATION WARRANT CAPTTAL LEASE TOTAL OUTSTANDING DEBT 15,509,906 16,400,680 15,081,973 44,647,555 45,133,603 59,449,764 6L,154,822 62,337,354 58,853,728 54,310,568 t.29% 1.29% r.t0% 3.04o/o 2.90% 3.620/o 3.680/o* * * Notes: Details regarding the City's outstanding debt can be found in the notcs to the financial statements. (a) See the Schedule ofDemographics and Economic Statistics on page 84 for personal income and population data. (b) See page 76 for net taxable sales. I Information not available. FISCAL YEAR CITY OF PRATTVILLE. ALABAMA SCHEDULE 9 RATIOS OF NET GENERAL BONDED DEBT OUTSTANDING LESS: AMOUNTS AVAILABLE DEBT SERVICE FUND TOTAL 2003 2004 2005 2006 2007 2008 2009 2010 20tl 20t2 GENERAL OBLIGATION BONDS PERCENTAGE OF NET TAXABLE S$LES (a) - 392Vo 3.68% 3,24Vo 9,360/0 9.070h 9.640/o 9.91o/o 9.41o/o 7 .820/o 8.630/0 PER CAPITA (b) $ 323 331 299 844 839 I,109 1,105 I,056 ,li :lc $ 14,920,985 I 5,8 11,724 14,595,000 44,352,609 43,102,043 56,994,5 83 57 ,099,163 57 ,699,065 54,7 55,183 51,702,046 $ 153,567 270,241 264,820 2,g12,lg4 1,3 I 5,527 l,l3 1,232 1,027 ,955 80, I 78 5 5 14,7 67 ,4 I 8 15,541,483 14,330,180 41,440,425 41,786,516 55,863,351 56,071,208 57 ,618,887 54,7 55,178 51,702,041 Notes: Details regarding the City's outstanding debt can be found in the notes to the financial statements. (a) See page76 for net taxable sales. (b) See the Schedule of Demographics and Economic Statistics on page 84 for population data, * Information not available. 8l CITY OF PRATTVILLE. ALABAMA SCHEDULE IO DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT AS OF SEPTEMBER 3O,2OI2 DEBT OUTSTANDING ESTIMATED PERCENTAGE ALPLICABLL(?) ESTIMATED SHARE OF DIRECT AND OVERLAPPING DEBTGOVERNMENTAL LINIT Debt repaid with properfy taxes: Autauga County Subtotal, overlapping debt City of Prattville, Alabama direct ieUt $ 12,441,77 4 Total direct and overlapping debt Sources: Assessed value data used to estimate applicable percentages provided by Commissioner. Debt outstanding data provided by the Counfy. 47.23% $ 5,876,001 5 8,853,728 $ 64,729,729 - the Autauga County Revenue Notes: Overlapping govemments 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 borne by the residents and businesses of the City of Prattville, 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 govemment. (a) The percentage ofoverlapping debt applicable is estimated using taxable assessed property values. Applicable percentages were estimated by determining the portion of the City's taxable assessed value that is within the Counfy's boundaries and dividing it by the County's total taxable assessed value. 82 CMY OF PRATTVILLE. ALABAMA SCHEDULE 1I LEGAL DEBT MARGTN TNFORMATION Debt limit Total net debt applicable to limit I-egal debt margin Total net debt applicable to the limit as a percentage of debt limit 2003 2004 $ 40,847 ,972 S 42,639,348 13,006,339 | l ,845,439 s 27 ,841,633 $ 30,793 ,909 3t.84%27.78% 2006 $ 52,942,251 g.,153,937 $ 43,?88,314 17 .290 2007 2008 $ 58,58 |,532 S 67 ,654,684 9,853,367 9,649,304 s 48J28,165 $ 58,005,380 2009 2010 $ 69,779,924 S 7 |,725,164 11,690,201 14,415,694 $ 58,089,723 $ 57,309 ,470 2012 $ 71,386,868 9,818,857 $ 61,568,01t t3.7 s% 2005 $ 45,1 88,970 10,899,363 $34,289,6W 24.12o/o t6.82%14.26%16.7s%20 r0% 201 I $70,692,240 12,436,482 $ 58,255,?58 17 .590h ooUJ Legal Debt Margin Calculation for Fiscal Year 2012 Assessed value Debt limit (20% of total assessed value) Debt applicable to limit: General obligation bonds Notes payable Lease payable Less: Amount set aside for repayment of general obligation debt Total net debt applicable to limit Legal debt margin $ 356,934,340 $ 71,386,868 8,540,661 856,460 421 ,7 4l # $ 61,568,011 Notc Undd !r.i. bw, dc Ciry ofhFinc Abbdnl da$odirr g6qrl obligdio d.bt 3hdld mt dc..d 2C,a ofbnl.!s!d Flpary vd@ By L,, dE gaq.l dliliind.tt bc o6.t bylfunt' *t aid.6( Fprying esE l ot'lieaim bod!. CTTY OF PRATTVILLE. ALABAMA SCHEDULE 12 DEMOGRAPHTC AND ECONOMTC STATTSTICS CALENDAR YEAR POPULATION PERSONAL INCOME (THOUSANDS oF pOLLARS) r,201,705 1,273,284 L,371,084 1,467,514 L,555,999 L,640,204 1,660,766 1,679,535 1,804,871 :N< PER CAPTTA PERSONAL TNCOME 26,260 27,130 28,642 29,895 31,224 32,573 32,,72L 30,740 32,657 * SCHOOL ENROLLMENT 8,960 (02-03) 9,083 (03-04) 9,282 (04-05) 9,379 (05-06) 9,649 (06-07) 9,819 (07-08) 9,854 (08-09) 1,0,076 (09- l0) 9,877 (10-11) 9,825 (11-12) AUTAUGA COUNTY UNEMPLOYMENT RATE 4.60% 4.30% 3.20o/o 2.900 2.90% 4.50Yo 8.600/o 8.00% 6.80% 6.80% MEDTAN AGE oo5 2403 2004 2005 2006 2007 2008 2009 2010 zOtl 2012 45,762 46,933 47,870 49,105 49,834 50,354 50,756 54,57 L 55,267 * 36.10 36.46 36.26 36.16 36.37 36.69 :F 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 quart€r 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 ofthe school year. * Unavailable CITY OF PRATTVILLE, ALABAMA SCHEDULE I3 PRTNCIPAL EMPLOYERS EMPLOYEES 1,120 550 480 38s 250 200 l5l 95 87 80 3,3 98 20t2 EMPLOYER PERCENTAGE OF TOTAL CITY EMPLOYMENT 7.3004 3.590 3.l3%o 2.5lYo l,63Yo 1.300 0.ggoh 0.620h 0.5704 0.5204 22.15% Autauga County Board of Education International Paper Wal-Mart City of Prattville, Alabama Pratfvi lle Baptist Hospital Autauga County Prattville Health and Rehabilitation Kinedyne LoneStar Plastics M-Tek Totals Source: Prattville Area Chamber of Commeree. Note: Information does not include government employment. *Ninth previous year information not available. Number employed in City at December 2012 was 15,340 per www2. labor.alabam a.gov ILAUS/LAUScities.pdf. 85 CITY OF PRATTVILLE. ALABAMA SCHEDULE 14 FULL-TIME EQUTVALENT CITY GOVERNMENT EMPLOYEES BY FTJNCTION 2003 3 7 7 6 I 6 2 l0 86 5 76 2 7 5 r8 29 26 2l 2004 2005 2006 2008 2009 2010 20tl 20t2?0Q7 5 7 7 4 4 4 aJ 9 85 7 85 4 4 l3 r8 28 25 23 5 7 8 4 4 4 aJ l0 87 9 89 4 5 l3 22 28 26 24 FunctionlProgram General government: Executive Legislative Finance Cify Clerk Human resources Judicial Information techno I ogy 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 Source: Human Resources. 3 7 7 4 2 4 3 l0 88 5 8l 4 4 9 l8 27 23 22 4 7 7 4 2 4 aJ l0 86 5 82 4 4 l0 t6 27 26 22 5 7 6 4 2, 4 3 9 87 5 75 5 4 9 l4 26 26 22 3 7 7 5 4 6 4 t2 90ll 89 4 4 t6 22 30 29 24 2 3 7 7 5 4 6 3 l0 92 9 88 4 4 l4 2l 29 28 24 2 3 7 6 2 4 5 I 6 85 7 84 8 9 7 28 25 2l l5 2 2 7 6 3 4 6 I 6 8l 8 8l 7 9 7 28 23 l9 t2 I 317 321 323 313 335 352 369 360 325 3l I 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 officials as ofSeptember 30 each year. 86 CITY OF PRATTVILLE. ALABAMA SCHEDULE 15 OPERATTNG TNDICATORS BY FLINCTTON/PROGRAM @{ 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 (miles) 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 2003 2404 2005 2006 313 18 6,537 3,283 105 3,531 6,199 96 2,291 3,000 2.54 t.67 38 18,500 2007 351 260 t7 26 8,727 7,493 317 3,302 3,252 89 77 3,942 6,398 6,449 7,026 143 r42 2,395 2,522 2,000 3,000 7 2.06 t.77 t.7 5 t.70 2010 20rl 2012 106 t28n8 3,142 3,51,2 147 212 3,208 2,208 373 259 6,450 4,460 5,221 5,673 113 75 2,725 2,846 2,000 1,500 282 26 2,988 320 4,425 5,191 t07 1,998 3,000 1.69 1.65 35 16,000 367 27 2,955 274 4,454 5,547 135 2,229 2,000 9 1.82 1.49 37 17,500 1.60 1.90 r.72 1.90 39 4I 20,000 25,000 106 13 5 17 10 6,472 3,658 t77 149 2,651 3,035 t43 348 7,914 6,299 4,989 5,199 132 I 15 3,772 2,996 3,000 2,000 3 2.35 2.18 r.99 1.87 44 45 28,000 29,000 46 49 30,000 32,000 2008 173 1,6 7,455 325 3,289 253 6,236 6,1 84 115 2,766 2,000 8 1,90 1.88 42 27,004 2009 CITY OF PRATTVILLE, ALABAMA SCHEDULE 16 CAPITAL ASSET STATISTICS BY FLINCTION/PROGRAM 2003 2004 2005 2006 2007 ?008 209e 2010 20tl 20t2 Function/Program Public safety: Police: Stations Patrol cars Motorcycles Fire Stations Fire Engines Ambulances Refuse collection Collection trucks Public works: Streets (miles) Highways (miles) Streetlights Traffic signal heads Cultural and recreation: Acreage Playgrounds Basebal l/softball diamonds Soccer fields Community centers Senior citizens center Sources: Various City departments. I 65 ll 3 5 6 t2 330 9 l6 9 2 I I 65 1l 3 6 6 t2 330 9 l6 9 2 I I 70 ll 3 6 6 ll 330 9 l6 9 2 I I 66 l0 3 6 6 t2 330 9 l6 9 ) I I 66 ll 3 6 6 l4 330 I l6 9 2 1 I 7l ll 3 6 7 l5 330 9 t6 9 2 I I 8l l1 3 6 7 l5 354 l0 l6 I 2 I I 82 ll 3 7 7 l5 354 l0 t6 9 2 I ll 8l 84 99 33 77 77 15 15 249 209 23 23 2,450 2,450 270 270 3s4 l0 t6 9 2 I 354 l0 l6 9 2 I Notes: No capital asset indicators are available for the general government. 88