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FY16 Comprehensive Annural Financial Report - City of PrattvilleCity of Prattville, Alabama Prepared by: Department of Finance Daniel F. Oakley, CPA Finance Director COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2016 INTRODUCTORY SECTION PAGE I. INTRODUCTORY SECTION Table of contents i - iii Letter of transmittal iv - ix Certificate of Achievement for Excellence in Financial Reporting x List of principal officials xi Organizational chart xii Map of the City xiii II. FINANCIAL SECTION Independent auditor's report 1 - 3 Management's discussion and analysis 4 - 14 Government-Wide Financial Statements Statement of net position 15 Statement of activities 16 Fund Financial Statements Balance sheet - governmental funds 17 Reconciliation of balance sheet of governmental funds to statement of net position 18 Statement of revenues, expenditures, and changes in fund balances - governmental funds 19 Reconciliation of statement of revenues, expenditures, and changes in fund balances of governmental funds to statement of activities 20 Statement of revenues, expenditures, and changes in fund balances - budget and actual general fund 21 - 24 Statement of revenues, expenditures, and changes in fund balances - budget and actual gas tax special revenue fund 25 BASIC FINANCIAL STATEMENTS TABLE OF CONTENTS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2016 COMPREHENSIVE ANNUAL FINANCIAL REPORT CITY OF PRATTVILLE, ALABAMA i CITY OF PRATTVILLE, ALABAMA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2016 II. FINANCIAL SECTION (Continued) PAGE Statement of revenues, expenditures, and changes in fund balances - budget and actual judicial special revenue fund 26 Statement of net position - proprietary funds 27 Statement of revenues, expenses, and changes in net position - proprietary funds 28 Statement of cash flows - proprietary funds 29 Notes to financial statements 30 - 71 Schedule of changes in the City's net pension liability and related ratios 72 Schedule of employer contributions to the pension plan 73 Schedule of funding progress of the City's post-employment benefits other than pensions 74 Statement of revenues, expenditures, and changes in fund balances - budget and actual capital projects fund 75 Statement of revenues, expenditures, and changes in fund balances - budget and actual debt service fund 76 Financial Trends Schedule 1 Net position by component 77 Schedule 2 Changes in net position 78 - 79 Schedule 3 Fund balances of governmental funds 80 TABLE OF CONTENTS (Continued) III. STATISTICAL SECTION REQUIRED SUPPLEMENTARY INFORMATION OTHER SUPPLEMENTARY INFORMATION ii CITY OF PRATTVILLE, ALABAMA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2016 PAGE Schedule 4 Changes in fund balances of governmental funds 81 Revenue Capacity Schedule 5 Net taxable sales by category 82 Schedule 6 Sales tax revenue payers by category 83 - 84 Schedule 7 Direct and overlapping sales tax rates 85 Debt Capacity Schedule 8 Ratios of outstanding debt by type 86 Schedule 9 Ratios of net general bonded debt outstanding 87 Schedule 10 Direct and overlapping governmental activities debt 88 Schedule 11 Legal debt margin information 89 Demographic and Economic Information Schedule 12 Demographic and economic statistics 90 Schedule 13 Principal employers 91 Operating Information Schedule 14 Full-time equivalent city government employees by function 92 Schedule 15 Operating indicators by function/program 93 Schedule 16 Capital asset statistics by function/program 94 TABLE OF CONTENTS (Continued) III. STATISTICAL SECTION (Continued) iii LIST OF PRINCIPAL OFFICIALS AS OF SEPTEMBER 30, 2016 Mayor Bill Gillespie, Jr. CITY COUNCIL Willie Lee Wood, Jr., President Jerry Starnes Denise Brown Albert Striplin, President Pro Tempore Ray Boles Gary Whiteside Lora Lee Boone HEADS OF DEPARTMENTS Municipal Court Judge Louis C. Colley City Attorney David McDowell City Prosecutor Brad E. Ekdahl City Clerk Cathy Dickerson Finance Director Douglas C. Moseley Engineering Robby Anderson Public Works Dale Gandy Police Chief Mark Thompson Fire Chief Terry Brown Parks and Recreation Kellie Cook Human Resources Lisa Thrash Information Technology Douglas C. Moseley Planning Joel Duke xi Citizens of Prattville City Judge Information Technology Finance Human Resources Benefits Management Judicial Public Safety Parks & Recreation Sanitation- Enterprise Fund Urban Management City Clerk Authorities, Boards & Commissions Wastewater- Enterprise Fund Performing Arts Engineering Planning & Development 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 Division Codes & Standards EMS Fire Marshal Fire Suppression Fire Training Police Fire Recycling Code Enforcement GIS Policy or Judicial Authority Department Department Division Legend: City Attorney Street Division Business Licenses Revenue General Government Performing Creative Arts & Recreation Adult Programs & Sports Park Maintenanace Senior Programs Youth 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RD DANYA CT DUNN LN MEHARRY ST ME T S C T TOB Y L N BEVERLY AVE WE D G E W O O D C T NISBETT CT RO L L A N A V E CONE ST FI R E F L Y DOS S C T HWY 82 W IJ10 IJ29 IJ85 IJ41 IJ47 IJ80 §¨¦65 §¨¦65 £¤82 £¤82 ¬«14 STREETS CITY LIMIT µ 0 1 2 3 40.5 Miles CITY OF PRATTVILLE, 2016 xiii xi i i FINANCIAL SECTION 1 INDEPENDENT AUDITOR’S REPORT The Honorable Mayor and Members of the City Council City of Prattville, Alabama Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities, the business- type activities, the discretely presented component units, and each major fund of the City of Prattville, Alabama (the City), as of and for the year ended September 30, 2016, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor’s Responsibility 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 from material misstatement. The financial statements of the Autauga Prattville Public Library and the Historic Prattville Redevelopment Authority were not audited in accordance with Government Auditing Standards. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. 2 We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, the discretely presented component units, and each major fund of the City of Prattville, Alabama, as of September 30, 2016, and the respective changes in financial position and, where applicable, cash flows thereof and the respective budgetary comparison for the general fund, gas tax special revenue fund, and the judicial special revenue fund for the year then ended in accordance with accounting principles generally accepted in the United States of America. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis, the schedule of changes in the City’s net pension liability and the related ratios, the schedule of employer contributions to the pension plan, and the schedule of funding progress of the City’s post-employment benefits other that pensions on pages 4 through 14 and pages 72 through 74 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 to 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. Other Information 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, other supplementary information section, and statistical section are presented for the purposes of additional analysis and are not a required part of the basic financial statements. The other supplementary information section is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the other supplementary information is fairly stated in all material respects in relation to the basic financial statements as a whole. 3 The introductory section and statistical schedules have 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 them. Other Reporting Required by Government Auditing Standards In accordance with Governmental Auditing Standards, we have also issued our report dated March 24, 2017 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 in considering City of Prattville, Alabama’s internal control over financial reporting and compliance. Montgomery, Alabama March 24, 2017 4 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, 2016. This discussion and analysis is designed to look at the City’s financial performance as a whole. We encourage readers to consider the information presented here in conjunction with the City’s financial statements. Financial Highlights  The City of Prattville, Alabama’s assets and deferred outflows exceeded its liabilities and deferred inflows at September 30, 2016, by $28,529,999 (net position). Of the net position balance amount, ($24,268,241) (unrestricted net position) 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 as well as the unfunded pension and OPEB liability for the City.  During the year, the City’s total net position increased by $9,169,572. Revenues of $49,191,595 exceeded expenses of $40,022,023. The increase in revenue is due to the increase in sales tax revenue and increase in capital grants and contributions. Expenses increased slightly due to employee raises and capital expenditures.  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 $392,057 in the current year to record unfunded OPEB obligation.  As of the close of the current fiscal year, the City’s governmental funds reported combined ending fund balances of $20,312,305. There was an increase of $3,535,721 from the prior year. 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 are comprised of three components: (1) government-wide financial statements, (2) fund financial statements, and (3) notes to 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 position and a statement of activities. These statements include 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 (HPRA), which are separate legal entities. Although legally separate, these component units are important because the City is financially accountable for 5 them. Complete financial statements of the Library, the Authority, and HPRA can be obtained at their administrative offices located in Prattville, Alabama. The statement of net position presents information on all of the City’s assets and liabilities, with the difference between the two reported as net position. Over time, increases or decreases in net position may serve 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 position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of the related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods. Both statements distinguish functions of the City of Prattville, Alabama that are principally supported by sales taxes, property taxes, and lodging 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 cultural/recreational. 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. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balance of the major funds. The City adopts an annual appropriated budget for its general fund, gas tax special revenue fund, capital projects fund, debt service fund, and judicial special revenue fund. A budgetary comparison statement has been provided for these funds to demonstrate compliance with these budgets. 6 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. Internal service funds are an accounting device used to accumulate and allocate costs internally among the City’s various functions. The City uses internal funds to account for its employees’ medical insurance. The internal service fund is presented, in total, in the fund financial statements. 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 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 30 through 71 of this report. Government-Wide Financial Analysis The City’s condensed statement of net position as of September 30, 2016 and 2015, derived from the government-wide statement of net position is presented below. 2016 2015 2016 2015 2016 2015 Current and other assets 20,058,713$ 17,154,711$ 2,660,658$ 2,906,008$ 22,719,371$ 20,060,719$ Capital assets, net of depreciation 53,959,885 50,381,905 9,151,317 7,440,940 63,111,202 57,822,845 Restricted assets 2,018,432 1,902,624 2,018,432 1,902,624 Total assets 76,037,030 69,439,240 11,811,975 10,346,948 87,849,005 79,786,188 Deferred outflows 3,536,931 2,506,884 328,409 160,682 3,865,340 2,667,566 Long-term liabilities outstanding 56,531,927 56,341,069 3,717,977 2,736,118 60,249,904 59,077,187 Other liabilities 2,111,269 2,516,043 321,180 409,750 2,432,449 2,925,793 Total liabilities 58,643,196 58,857,112 4,039,157 3,145,868 62,682,353 62,002,980 Deferred inflows 435,015 951,156 66,978 139,191 501,993 1,090,347 Net position: Net investment in capital assets 43,629,725 39,468,399 7,367,599 6,384,146 50,997,324 45,852,545 Restricted 1,800,916 1,568,412 1,800,916 1,568,412 Unrestricted (deficit) (24,934,891) (28,898,955) 666,650 838,425 (24,268,241) (28,060,530) Total net position 20,495,750$ 12,137,856$ 8,034,249$ 7,222,571$ 28,529,999$ 19,360,427$ GOVERNMENTAL ACTIVITIES BUSINESS-TYPE ACTIVITIES TOTALS 7 The largest component of the City’s net position as of September 30, 2016 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, 2016 increased by $5,288,357 from the prior year primarily due to the amount of current year increases in construction in progress, vehicles, and infrastructure. As noted earlier in this discussion, changes in net position 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 $28,529,999. The City’s net position increased by $9,169,572 during the current fiscal year and was affected by increasing revenues and overall continued control over expenses. The City saw an increase in sales tax revenues of $1,148,233 during the current fiscal year. A portion of net position is restricted, or has restrictions on how they may be used. Governmental activities restricted net position totaled $1,800,916 at September 30, 2016 and is restricted for use in public safety, capital projects, and road projects. The remaining balance of unrestricted net position generally may be used to meet the City’s ongoing obligations. The City, at September 30, 2016, reported a deficit balance in unrestricted net position in governmental activities of ($24,934,891). The large negative unrestricted net position is the result of the adoption of GASB 68 during fiscal year 2015, which required the unfunded portion of the City’s pension obligation to be recorded as a liability, and $33,675,000 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 unrestricted net assets of $666,650 at September 30, 2016. 8 The following presents the City’s condensed statement of activities for the fiscal years ended September 30, 2016 and 2015 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 position of the primary government increased by $9,169,572. This increase is primarily due to increases in general sales tax, use tax, property tax, lodging tax, and restaurant sales tax, as well as continued control over expenses. 2016 2015 2016 2015 2016 2015 Revenues: Program revenues: Charges for services 7,365,209$ 7,642,598$ 6,545,121$ 6,369,291$ 13,910,330$ 14,011,889$ Operating grants and contributions 135,291 17,820 135,291 17,820 Capital grants and contributions 4,596,515 3,953,219 4,596,515 3,953,219 Total program revenues 12,097,015 11,613,637 6,545,121 6,369,291 18,642,136 17,982,928 General revenues: Sales and use taxes 23,261,064 22,112,831 23,261,064 22,112,831 Real and personal property taxes 2,812,535 2,614,090 2,812,535 2,614,090 Lodging taxes 1,898,959 1,804,447 1,898,959 1,804,447 Local gasoline taxes 1,015,531 970,304 1,015,531 970,304 Alcoholic beverage taxes 356,953 273,579 356,953 273,579 Rental taxes 388,975 377,964 388,975 377,964 Tobacco taxes 121,636 136,220 121,636 136,220 Excise taxes 77,436 79,780 77,436 79,780 Investment earnings 93,022 62,586 4,852 4,382 97,874 66,968 Miscellaneous revenue 500,249 460,002 500,249 460,002 Gain on disposal of assets 36,300 18,247 42,306 18,247 78,606 Total general revenues 30,526,360 28,928,103 23,099 46,688 30,549,459 28,974,791 Total revenues 42,623,375 40,541,740 6,568,220 6,415,979 49,191,595 46,957,719 Expenses: General government 8,280,428 7,619,638 8,280,428 7,619,638 Public safety 16,385,499 15,125,945 16,385,499 15,125,945 Public works 6,451,296 6,019,336 6,451,296 6,019,336 Cultural and recreational 2,204,798 2,021,877 2,204,798 2,021,877 Debt service 943,460 917,762 943,460 917,762 Sanitation 2,886,650 2,539,325 2,886,650 2,539,325 Wastewater 2,869,892 2,852,233 2,869,892 2,852,233 Total expenses 34,265,481 31,704,558 5,756,542 5,391,558 40,022,023 37,096,116 Increase in net position 8,357,894 8,837,182 811,678 1,024,421 9,169,572 9,861,603 Net position - beginning 12,137,856 13,457,512 7,222,571 7,684,485 19,360,427 21,141,997 Cumulative effect of change in accounting principle (10,156,838) (1,486,335) (11,643,173) Net position - beginning, as restated 12,137,856 3,300,674 7,222,571 6,198,150 19,360,427 9,498,824 Net position - ending 20,495,750$ 12,137,856$ 8,034,249$ 7,222,571$ 28,529,999$ 19,360,427$ GOVERNMENTAL BUSINESS-TYPE ACTIVITIES ACTIVITIES TOTALS 9 Expenses and Program Revenues for Governmental Activities Governmental activities increased the City of Prattville, Alabama’s net position by $8,357,894 for fiscal year 2016. The key elements of the increase in net position are the increases in revenue from the prior year as follows:  Sales tax revenue increased by $1,148,233 compared to the prior year amount of $22,112,831.  Donated infrastructure in the amount of $2,800,000 is included in total program revenues which increased from donated infrastructure in the prior year by $1,061,000. - 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 14,000,000 16,000,000 18,000,000 General government Public safety Public works Cultural and recreational Interest on long-term debt Expenses and Program Revenue - Governmental Activities 2016 Expenses 2016 Revenues 2015 Expenses 2015 Revenues 10 Program and General Revenues for Governmental Activities 17% 55% 7% 5% 2%1% 1% 0% 0% 0% 11%1% 0% Revenues By Source - Governmental Activities - FYE 2016 Charges for services Sales and use taxes Real and personal property taxes Lodging taxes Local gasoline taxes Alcoholic beverage taxes Rental taxes Tobacco taxes Excise taxes Operating grants and contributions Capital grants and contributions Miscellaneous Investment earnings 19% 55% 6% 5% 2%1% 1% 0% 0%0% 10%1% 0%0% Revenues By Source - Governmental Activities - FYE 2015 Charges for services Sales and use taxes Real and personal property taxes Lodging taxes Local gasoline taxes Alcoholic beverage taxes Rental taxes Tobacco taxes Excise taxes Operating grants and contributions Capital grants and contributions Miscellaneous Gain (loss) on disposal of assets Investment earnings 11 Expenses and Program Revenues for Business-Type Activities Business-type activities increased the City of Prattville, Alabama’s net position by $811,678. Key elements of this change in net position are as follows: • Wastewater revenue and expenses remained consistent with prior year and generated a change in net position of $1,147,684. • Sanitation revenue remained consistent with prior year, while an increase in the operating expenses due to the purchase of sanitation cans throughout the year resulted in a negative change in net position of $336,006. - 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 4,000,000 4,500,000 Sanitation Wastewater Expenses and Program Revenue - Business-Type Activities 2016 Expenses 2016 Revenues Financial Analysis of the City’s Funds As noted earlier, the City of Prattville, Alabama uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental funds - The focus of the City’s governmental funds is to provide information on near- term inflows, outflows, and balances of expendable resources. Governmental fund types include general, debt service, capital projects, and special revenue funds. Such information is useful in assessing the City’s financing requirements. Specifically, unassigned fund balance can be a useful measure of a government’s net resources available for spending at the end of the fiscal year. The general fund is the chief operating fund of the City of Prattville, Alabama. As of September 30, 2016, governmental funds reported a combined ending fund balance of $20,312,305, an increase of $3,535,721 in comparison with the prior year balance. Of this balance $166,866 is not available for new spending because it is a prepaid item; $1,800,966 is restricted for public safety, road projects, and capital improvements; $7,029,660 is committed to debt service and capital projects; and $4,272,240 is assigned for industrial park improvements, capital projects, capital equipment, and other purposes. 12 The fund balance of the general fund increased $2,211,696 during the current fiscal year after other financing sources including fund transfers. Total revenue increased $1,356,153 as compared to the prior year primarily due to an increase in sales tax revenue. There was a decrease in net transfers out of $1,536,890 primarily due to decreases in the amounts transferred to the capital projects fund and debt service fund. The fund balance of the capital projects fund increased $1,623,809 during the current fiscal year after other financing sources including fund transfers, primarily due to the proceeds from the issuance of $825,000 in general obligation bonds, as well as $1,400,000 in transfers in that were made to set up various reserve accounts. The fund balance of the debt service fund increased by $43 during the current fiscal year. The fund balance of the gas tax special revenue fund decreased $204,080 during the current fiscal year after other financing sources including transfers. This decrease in the fund balance was the result of several paving projects executed during the fiscal year. The fund balance of the judicial special revenue fund decreased $95,747 during the current fiscal year after other financing sources including transfers. Expenses remained consistent, while revenues decreased primarily due to collection issues. Proprietary funds - The City of Prattville, Alabama’s proprietary funds provide the same type of information found in the government-wide financial statements, but in more detail. Unrestricted net position of the proprietary funds at the end of the year amounted to $666,650. The Sanitation fund had an overall decrease in net position of $336,006 and Wastewater fund had an overall increase in net position of $1,147,684. Internal service funds - Internal service funds are designed to recover the internal costs of government services provided to other funds groups. At September 30, 2016, the internal service fund reported a deficit of $327,754 for its net position balance. Contributions were increased for all participating funds for the year ended September 30, 2016. For 2016, the Enterprise funds funded the exact allocation of costs. Capital Assets and Long-Term Debt Administration Capital assets - The City of Prattville, Alabama’s investment in capital assets for its governmental and business-type activities as of September 30, 2016 was $63,111,202 (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:  Purchase of vehicles of $2,704,614.  Increases in infrastructure of $5,800,403. 13 GOVERNMENTAL BUSINESS-TYPE ACTIVITIES ACTIVITIES TOTAL Land 2,719,938$ 1,257,019$ 3,976,957$ Construction in progress 534,225 732,533 1,266,758 Buildings and building improvements 3,617,620 3,736,574 7,354,194 Land improvements 751,472 1,318,926 2,070,398 Vehicles 2,409,877 1,692,545 4,102,422 Office, nonoffice, and computer equipment 1,982,672 413,720 2,396,392 Infrastructure 41,944,081 41,944,081 53,959,885$ 9,151,317$ 63,111,202$ CITY OF PRATTVILLE, ALABAMA CAPITAL ASSETS Totals Additional information on the City’s capital assets can be found in Note 4 on page 40 of this report. Long-term debt - As of September 30, 2016, the governmental activities had total debt outstanding of $38,771,026 and the business-type activities had a total debt outstanding of $1,783,718. Long-term debt 2016 2015 CHANGE General obligation warrants and other notes payable 38,818,718$ 40,187,238$ (1,368,520)$ Limited obligation warrant 1,529,406 1,546,258 (16,852) Capital lease 206,620 206,620 Totals 40,554,744$ 41,733,496$ (1,178,752)$ The City of Prattville, Alabama’s total debt outstanding decreased by $1,178,752 during the current fiscal year. This decrease was the result of payments made in accordance with regularly scheduled maturity dates and calling the remainder of the Series 1996 and 2006 general obligation warrants. Additional information on the City’s debt can be found in Note 6 of the financial statements. The City entered into a loan agreement with the Alabama Water Pollution Control Authority for a total principal amount of $825,000. The loan contains a partial principal forgiveness feature totaling $410,000. The City issued a general obligation warrant totaling $415,000 as evidence of the obligation to repay the loan. 14 Budgetary Highlights for the Fiscal Year Ending September 30, 2016 Budget to actual statements and schedules are provided in the financial statements for the general fund and gas tax special revenue 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, 2016, actual operating revenues for the general fund were more than the budgeted amount by $2,136,069, or 6.11%. The primary reasons for the variance are as follows:  Sales taxes were $1,497,464 more than budgeted due to increased sales primarily as a result of an overall improvement in economic conditions. As of September 30, 2016, actual operating expenditures for the general fund were less than the budgeted amount by $368,866, or 1.36%. Economic Factors and Year 2017 Budget Economic conditions for the City of Prattville, Alabama remain stable in the current environment.  The City relies on taxes, fees, fines, and charges for services to fund their governmental activities. The primary source of revenue is sales taxes, which comprised approximately 63% of general fund revenues in fiscal year 2016. In the current economic climate, the City has instituted a temporary increase to the City’s sales tax rate to be used to service the City’s debt and to build reserves.  The unemployment rate for Autauga County, where the City of Prattville, Alabama is primarily located, is currently 5.2%, which is a slight increase compared to the prior year. The unemployment rate for the City of Prattville, Alabama is 5.1%. The unemployment rate compares favorably to the state’s current unemployment rate of 6.0% and is comparable to the national average rate of 4.9%.  The level of taxes, fees, and charges for services have a direct bearing on the City’s ability to (a) annex additional land into its corporate limits and (b) encourage development (office, retail, residential, and industrial) to choose to be located in the jurisdiction. The City places emphasis on encouraging both annexation and economic development. Requests for Information This financial report is designed to provide our citizens, taxpayers, customers and investors, and creditors with a general overview of the City of Prattville, Alabama’s finances and to demonstrate the City’s accountability. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the City Clerk, 101 West Main Street, Prattville, Alabama 36067. BASIC FINANCIAL STATEMENTS AUTAUGA- HISTORIC PRATTVILLE PRATTVILLE PRATTVILLE GOVERNMENTAL BUSINESS-TYPE PUBLIC AIRPORT REDEVELOPMENT ACTIVITIES ACTIVITIES TOTAL LIBRARY AUTHORITY AUTHORITY ASSETS: Cash and cash equivalents 16,123,147$ 2,904,179$ 19,027,326$ 295,353$ 497,276$ 125,372$ Internal balances 803,681 (803,681) Taxes receivable 2,404,743 2,404,743 Accounts receivable, net 560,276 529,893 1,090,169 17,392 18,042 Prepaid items 166,866 30,267 197,133 3,903 Restricted assets: Cash and cash equivalents 1,193,432 1,193,432 53,001 1,386,140 Other 825,000 825,000 Capital assets, not depreciated 3,254,163 1,989,552 5,243,715 2,687,332 3,665,208 Capital assets, net of accumulated depreciation 50,705,722 7,161,765 57,867,487 36,555 5,413,062 210,694 Total assets 76,037,030 11,811,975 87,849,005 331,908 8,668,063 5,409,359 DEFERRED OUTFLOWS: Deferred loss on refunding 1,189,629 1,189,629 Pension related items 2,347,302 328,409 2,675,711 33,596 Total deferred outflows 3,536,931 328,409 3,865,340 33,596 LIABILITIES: Accounts payable 1,268,430 321,180 1,589,610 946 51,779 220,911 Accrued liabilities 177,036 177,036 15,917 Accrued interest 259,444 259,444 571 11,410 Unearned revenues 48,300 3,000 Other liabilities 406,359 406,359 Long-term liabilities: Portion due or payable in one year: General obligation warrants payable, capital leases, and other long-term debt 2,366,362 383,301 2,749,663 28,968 130,320 Compensated absences 264,753 51,942 316,695 Portion due or payable after one year: General obligation warrants payable, capital leases, and other long-term debt 37,674,467 1,400,417 39,074,884 457,842 4,710,203 Compensated absences 862,283 104,935 967,218 Post-employment benefits other than pensions 3,133,192 3,133,192 Net pension liability 12,230,870 1,777,382 14,008,252 16,290 Total liabilities 58,643,196 4,039,157 62,682,353 81,453 539,160 5,075,844 DEFERRED INFLOWS: Excess earnings of pension plan investments 435,015 66,978 501,993 48,260 NET POSITION: Net investment in capital assets 43,629,725 7,367,599 50,997,324 36,555 7,613,584 361,205 Restricted for: Law enforcement 107,186 107,186 Road projects 36,152 36,152 Capital projects 1,182,001 1,182,001 1,386,140 Elmore County district improvements 454,272 454,272 Cultural and recreational 21,305 21,305 Unrestricted (deficit) (24,934,891) 666,650 (24,268,241) 199,236 515,319 (1,413,830) Total net position 20,495,750$ 8,034,249$ 28,529,999$ 235,791$ 8,128,903$ 333,515$ The accompanying notes are an integral part of these financial statements. COMPONENT UNITS CITY OF PRATTVILLE, ALABAMA STATEMENT OF NET POSITION SEPTEMBER 30, 2016 PRIMARY GOVERNMENT 15 PROGRAM REVENUE EXPENSES FINES, FEES, AND CHARGES FOR SERVICES OPERATING GRANTS AND CONTRIBUTIONS CAPITAL GRANTS AND CONTRIBUTIONS GOVERNMENTAL ACTIVITIES BUSINESS-TYPE ACTIVITIES TOTAL AUTAUGA- PRATTVILLE PUBLIC LIBRARY PRATTVILLE AIRPORT AUTHORITY HISTORIC PRATTVILLE REDEVELOPMENT AUTHORITY ACTIVITIES: Primary government: Governmental activities: General government 8,280,428$ 5,971,164$ (2,309,264)$ (2,309,264)$ Public safety 16,385,499 1,104,211 12,483$ (15,268,805) (15,268,805) Public works 6,451,296 122,808 4,596,515$ (1,731,973) (1,731,973) Cultural and recreational 2,204,798 289,834 (1,914,964) (1,914,964) Interest on long-term debt 943,460 (943,460) (943,460) Total governmental activities 34,265,481 7,365,209 135,291 4,596,515 (22,168,466) (22,168,466) Business-type activities:Sanitation 2,886,650 2,550,392 (336,258)$ (336,258) Wastewater 2,869,892 3,994,729 1,124,837 1,124,837 Total business-type activities 5,756,542 6,545,121 788,579 788,579 Total primary government 40,022,023$ 13,910,330$ 135,291$ 4,596,515$ (22,168,466) 788,579 (21,379,887) Component units: Autauga-Prattville Public Library 548,203$ 28,877$ 65,564$ (453,762)$ Prattville Airport Authority 615,252 110,947 185,764$ (318,541)$ Historic Prattville Redevelopment Authority 387,771 188,888 (198,883)$ Total component units 1,551,226$ 328,712$ 65,564$ 185,764$ (453,762) (318,541) (198,883) General revenue: Sales and use taxes 23,261,064 23,261,064 Real and personal property taxes 2,812,535 2,812,535 Lodging taxes 1,898,959 1,898,959 Local gasoline taxes 1,015,531 1,015,531 Alcoholic beverage taxes 356,953 356,953 Rental taxes 388,975 388,975 Tobacco taxes 121,636 121,636 Excise taxes 77,436 77,436 Investment earnings 93,022 4,852 97,874 320 139 Miscellaneous revenue 500,249 500,249 Unrestricted appropriation from City/County 490,000 105,266 Gain on disposal of assets 18,247 18,247 . Total general revenues and transfers 30,526,360 23,099 30,549,459 490,320 105,405 CHANGE IN NET POSITION 8,357,894 811,678 9,169,572 36,558 (318,541) (93,478) NET POSITION - BEGINNING 12,137,856 7,222,571 19,360,427 199,233 8,447,444 426,993 NET POSITION - ENDING 20,495,750$ 8,034,249$ 28,529,999$ 235,791$ 8,128,903$ 333,515$ The accompanying notes are an integral part of these financial statements. 16 COMPONENT UNITS CITY OF PRATTVILLE, ALABAMA STATEMENT OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2016 NET (EXPENSE) REVENUE AND CHANGES IN NET ASSETS PRIMARY GOVERNMENT GENERAL FUND CAPITAL PROJECTS FUND DEBT SERVICE FUND GAS TAX SPECIAL REVENUE FUND JUDICIAL SPECIAL REVENUE FUND TOTAL GOVERNMENTAL FUNDS ASSETS: Cash and cash equivalents 11,485,998$ 4,609,320$ 16,095,318$ Receivables: Taxes receivable 2,404,743 2,404,743 Accounts receivable, net 180,813 267,741 111,722$ 560,276 Due from other funds 956,856 956,856 Prepaid items 166,583 283$ 166,866 Restricted assets: Cash and cash equivalents 619,222 320,542 50$ 70,865 182,753 1,193,432 Other 825,000 825,000 Total assets 15,814,215$ 6,022,603$ 50$ 182,587$ 183,036$ 22,202,491$ LIABILITIES, DEFERRED INFLOWS OF RESOURCES, AND FUND BALANCES: Liabilities: Accounts payable 614,453$ 271,042$ 1,714$ 25,638$ 912,847$ Accrued liabilities 173,694 3,342 177,036 Other liabilities 244,823 161,536 406,359 Due to other funds 2,050 144,721 6,404 153,175 Total liabilities 1,032,970 273,092 146,435 196,920 1,649,417 Deferred inflows of resources: Unavailable revenue 240,769 240,769 Total deferred inflows of resources 240,769 240,769 Fund balances (deficits): Nonspendable: Prepaid items 166,583 283 166,866 Restricted for: Law enforcement 107,186 107,186 Road projects 36,152 36,152 Capital projects 36,459 1,145,542 1,182,001 Elmore County district improvements 454,272 454,272 Cultural and recreational 21,305 21,305 Debt service 50$ 50 Committed to: Debt service 6,115,868 6,115,868 Capital projects 913,792 913,792 Assigned to: Industrial park improvement fund 2,994,381 2,994,381 Parks and recreation 400,655 400,655 Infrastructure 54,372 54,372 Fire training 1 1 Capital equipment reserve 509,935 509,935 Other purposes 312,896 312,896 Unassigned 7,056,740 (14,167) 7,042,573 Total fund balances 14,781,245 5,508,742 50 36,152 (13,884) 20,312,305 Total liabilities, deferred inflows of resources, and fund balances 15,814,215$ 6,022,603$ 50$ 182,587$ 183,036$ 22,202,491$ The accompanying notes are an integral part of these financial statements. CITY OF PRATTVILLE, ALABAMA BALANCE SHEET GOVERNMENTAL FUNDS SEPTEMBER 30, 2016 17 Total fund balances - governmental funds 20,312,305$ Land 2,719,938$ Construction in progress 534,225 751,472 3,617,620 1,982,672 2,409,877 41,944,081 53,959,885 Long-term receivables are not available to pay for current-period expenditures and, therefore, are reported as deferred inflows of resources in the governmental funds. 240,769 (327,754) Deferred outflows and inflows of resources are applicable to future periods and, therefore are not reported in the governmental funds. Deferred loss on advance refunding 1,189,629 Employer pension contribution 1,259,957 Difference between expected and actual earnings on plan investments 1,087,345 Excess earnings of pension plan investments (435,015) Total deferred outflows and inflows of resources 3,101,916 Accrued interest on bonds 259,444 General obligation warrants and other notes payable 38,564,406 Unamortized debt issuance discounts (65,185) Unamortized debt issuance premiums 1,334,988 Capitalized lease obligations 206,620 Compensated absences 1,127,036 Post-employment benefit plans other than pensions 3,133,192 Net pension obligation 12,230,870 (56,791,371) Total net position of governmental activities 20,495,750$ The accompanying notes are an integral part of these financial statements. Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the governmental funds. Those assets consist of: Long-term liabilities, including general obligation warrants payable and capital leases, are not due and payable in the current period and, therefore, are not reported in the governmental funds. Total long-term liabilities depreciation Total capital assets depreciation Balances at September 30, 2016 were: Infrastructure, net of $9,844,767 accumulated depreciation Internal service funds are used by management to charge the costs of employee medical insurance to individual funds. The assets and liabilities of the internal service fund are included in governmental activities in the statement of net position. Land improvements, net of $5,379,567 accumulated depreciation Buildings and building improvements, net of $1,567,171 accumulated Office, nonoffice, and computer equipment, net of $3,579,110 accumulated Vehicles, net of $3,753,950 accumulated depreciation CITY OF PRATTVILLE, ALABAMA RECONCILIATION OF BALANCE SHEET OF GOVERNMENTAL FUNDS TO STATEMENT OF NET POSITION SEPTEMBER 30, 2016 Differences in amounts reported for governmental activities in the statement of net position on page 15. 18 GENERAL FUND CAPITAL PROJECTS FUND DEBT SERVICE FUND GAS TAX SPECIAL REVENUE FUND JUDICIAL SPECIAL REVENUE FUND TOTAL GOVERNMENTAL FUNDS REVENUES: Taxes 29,627,606$ 305,483$ 29,933,089$ Licenses and permits 5,971,164 5,971,164 Intergovernmental revenues 50,218 1,019,832 390,987$ 1,461,037 Charges and fees for services 875,957 875,957 Fines and forfeitures 124,690 393,400$ 518,090 Interest 83,678 9,048 64$ 98 92,888 Miscellaneous revenues 386,370 386,370 Total revenues 37,119,683 1,334,363 64 391,085 393,400 39,238,595 EXPENDITURES: Current: General government 5,737,466 441,447 6,178,913 Public works 4,238,376 1,908,162 718,082 6,864,620 Public safety 13,352,908 13,352,908 Cultural and recreational 1,904,284 1,904,284 Capital outlay 1,653,020 1,653,020 Debt service: Principal payments 68,542 2,920,444 2,988,986 Interest and fiscal charges 91 1,209,029 1,209,120 Total expenditures 26,954,687 1,908,162 4,129,473 718,082 441,447 34,151,851 Excess of revenue over (under) expenditures 10,164,996 (573,799) (4,129,409) (326,997) (48,047) 5,086,744 OTHER FINANCING SOURCES (USES): Insurance proceeds 65,199 48,676 113,875 Sale of general capital assets 24,192 24,192 Transfers in 1,353,068 4,129,452 122,917 5,605,437 Transfers out (8,301,001) (29,136) (47,700) (8,377,837) Issuance of bonds 825,000 825,000 Capital lease 258,310 258,310 Total other financing sources (uses) (7,953,300) 2,197,608 4,129,452 122,917 (47,700) (1,551,023) NET CHANGE IN FUND BALANCE 2,211,696 1,623,809 43 (204,080) (95,747) 3,535,721 FUND BALANCE - BEGINNING 12,569,549 3,884,933 7 240,232 81,863 16,776,584 FUND BALANCE - ENDING 14,781,245$ 5,508,742$ 50$ 36,152$ (13,884)$ 20,312,305$ The accompanying notes are an integral part of these financial statements. CITY OF PRATTVILLE, ALABAMA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS FOR THE YEAR ENDED SEPTEMBER 30, 2016 19 Differences in amounts reported for governmental activities in the statement of activities on page 16. Net change in fund balance - total governmental funds. 3,535,721$ Capital outlay, reported as expenditures in governmental funds, is shown as capital assets 3,238,265 2,800,000 (2,381,822) (78,463) 240,769 Loan proceeds provide current financial resources to the governmental funds and thus contribute to the change in fund balance. However, issuing debt increases long-term liabilities in the statement of net position: Bond proceeds (825,000)$ Capital lease financing (258,310) (1,083,310) The repayment of the principal of long-term debt consumes the current financial resources of governmental funds, but has no effect on net position. Also, governmental funds report the effect of premiums, discounts, and similar items when debt is first issued, whereas these amounts are deferred and amortized in the statement of activities. General obligation warrants payable 2,920,444 Limited obligation warrant 16,852 Capital leases 51,690 2,988,986 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 55,286 Compensated absences 23,807 Post-employment benefit plans other than pensions (392,057) Change in net pension liability (1,938,658) Change in deferred outflows for pension related items 1,249,283 Change in deferred inflows for pension related items 516,141 (486,198) Amortization (8,863) (8,863) Internal service funds are used by management to charge the costs of employee internal service funds is reported with governmental activities. (407,191) Change in net position of governmental activities 8,357,894$ The accompanying notes are an integral part of these financial statements. CITY OF PRATTVILLE, ALABAMA RECONCILIATION OF STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO STATEMENT OF ACTIVITIES appear in the governmental funds because they are not financial resources. in the statement of net position. Donations of capital assets increase net position in the statement of net position but do not FOR THE YEAR ENDED SEPTEMBER 30, 2016 The net effect of transactions involving the sale of capital assets is to decrease net assets medical insurance to individual funds. The net income (expense) of certain activities of refunding, whereas these amounts are deferred and amortized in the statement of activities: Depreciation expense on governmental capital assets included in the governmental activities in the statement of activities. Governmental funds report the effect of premiums, discounts, and deferred loss on in the statement of net position. Revenues are reported in the funds when there is an established claim to the resources and the resources are available to finance current expenditures. Revenues are reported in the statement of activities when there is an established claim with no availability criterion. 20 ACTUAL AMOUNTS VARIANCE WITH BUDGETARY FINAL BUDGET - ORIGINAL FINAL BASIS POSITIVE (NEGATIVE) REVENUES: Taxes: Sales and use taxes 21,763,600$ 21,763,600$ 23,261,064$ 1,497,464$ Real and personal property taxes 2,688,650 2,688,650 2,812,535 123,885 Lodging taxes 1,487,700 1,487,700 1,593,476 105,776 Local gasoline taxes 941,000 941,000 1,015,531 74,531 Rental taxes 362,000 362,000 388,975 26,975 Alcoholic beverage taxes 330,000 330,000 356,953 26,953 Tobacco taxes 135,000 135,000 121,636 (13,364) Excise taxes 60,000 60,000 77,436 17,436 Total taxes 27,767,950 27,767,950 29,627,606 1,859,656 Licenses and permits: Business licenses 4,923,500 4,923,500 5,018,332 94,832 Franchise fees 625,000 625,000 621,939 (3,061) Building permits and inspection fees 232,000 232,000 321,603 89,603 Yard sale and special event permits 8,850 8,850 9,290 440 Zoning and plat fees 70,000 70,000 (70,000) Total licenses and permits 5,859,350 5,859,350 5,971,164 111,814 Charges and fees for services: Ambulance fees 625,000 625,000 586,123 (38,877) Recreation rentals 272,880 272,880 289,834 16,954 Total charges and fees for services 897,880 897,880 875,957 (21,923) (Continued) The accompanying notes are an integral part of these financial statements. GENERAL FUND BUDGETED AMOUNTS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES CITY OF PRATTVILLE, ALABAMA BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 2016 21 ACTUAL AMOUNTS VARIANCE WITH BUDGETARY FINAL BUDGET - ORIGINAL FINAL BASIS POSITIVE (NEGATIVE) REVENUES: (continued) Fines and forfeitures: Drug confiscation proceeds 52,000$ 52,000$ 103,093$ 51,093$ Penalties 30,000 30,000 21,597 (8,403) Total fines and forfeitures 82,000 82,000 124,690 42,690 Intergovernmental revenue: Grant income 75,000 75,000 50,218 (24,782) Total intergovernmental revenue 75,000 75,000 50,218 (24,782) Investment income: Interest 48,000 48,000 83,678 35,678 Total investment income 48,000 48,000 83,678 35,678 Miscellaneous revenues: Accident reports 9,150 9,150 7,171 (1,979) Concessions 7,500 7,500 16,758 9,258 County commission - RTJ 50,000 50,000 58,000 8,000 Donations 85,000 85,000 85,424 424 Lambert property tower 18,060 18,060 19,871 1,811 Miscellaneous income 61,954 61,954 157,627 95,673 Parades 3,150 3,150 4,220 1,070 Performing and creative arts 18,020 18,020 36,792 18,772 Sex offender registration fee 600 600 507 (93) Total miscellaneous revenues 253,434 253,434 386,370 132,936 Total revenues 34,983,614 34,983,614 37,119,683 2,136,069 (Continued) The accompanying notes are an integral part of these financial statements. BUDGETED AMOUNTS GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES CITY OF PRATTVILLE, ALABAMA BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 2016 22 ACTUAL AMOUNTS VARIANCE WITH BUDGETARY FINAL BUDGET - ORIGINAL FINAL BASIS POSITIVE (NEGATIVE) EXPENDITURES: General government: Executive 251,691$ 249,399$ 263,387$ (13,988)$ Legislative 160,630 160,130 137,059 23,071 Administrative finance 567,061 564,231 553,837 10,394 Administrative city clerk 253,352 253,352 236,847 16,505 Human resources 285,304 282,954 272,108 10,846 Information technology 1,071,655 1,071,655 1,258,507 (186,852) Vehicle maintenance 290,000 290,000 297,451 (7,451) Sales tax incentives 950,000 950,000 935,374 14,626 Building 82,095 82,095 69,489 12,606 City/County services 260,000 260,000 260,000 - Community initiatives 744,882 744,882 736,431 8,451 Appropriations 633,153 633,153 667,436 (34,283) Total general government 5,549,823 5,541,851 5,687,926 (146,075) Public works: General public works 231,655 231,655 203,126 28,529 Planning and development 1,244,315 1,256,039 1,059,148 196,891 Urban management 1,502,774 1,502,774 1,485,917 16,857 Engineering 1,172,444 1,172,444 1,071,845 100,599 Facility maintenance 315,352 315,352 306,427 8,925 Total public works 4,466,540 4,478,264 4,126,463 351,801 Public safety: Police 6,956,105 6,913,824 6,773,296 140,528 Fire 6,368,920 6,356,920 6,525,428 (168,508) Total public safety 13,325,025 13,270,744 13,298,724 (27,980) Cultural and recreation: Parks and recreation 1,758,529 1,766,129 1,638,846 127,283 Performing and creative art 240,302 240,302 213,575 26,727 Total cultural and recreation 1,998,831 2,006,431 1,852,421 154,010 Capital outlay 1,508,421 1,737,596 1,701,353 36,243 Debt service: Principal 61,500 61,500 65,951 (4,451) Interest 8,000 8,000 2,682 5,318 Total debt service 69,500 69,500 68,633 867 Total expenditures 26,918,140 27,104,386 26,735,520 368,866 Excess of revenues over expenditures 8,065,474 7,879,228 10,384,163 2,504,935 (Continued) The accompanying notes are an integral part of these financial statements. CITY OF PRATTVILLE, ALABAMA BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 2016 BUDGETED AMOUNTS GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES 23 ACTUAL AMOUNTS VARIANCE WITH BUDGETARY FINAL BUDGET - ORIGINAL FINAL BASIS POSITIVE (NEGATIVE) OTHER FINANCING SOURCES (USES): Insurance proceeds 10,000$ 40,000$ 65,199$ 25,199$ Sale of surplus equipment 85,500 91,500 24,192 (67,308) Transfers to debt service fund (3,635,910) (3,635,910) (4,129,452) (493,542) Transfers to internal service fund (2,239,770) (2,239,770) (2,724,700) (484,930) Transfers to capital projects fund (1,353,068) (1,353,068) Transfers to gas tax fund (93,781) (93,781) Capital lease 258,310 258,310 258,310 Total other financing uses (5,521,870) (5,485,870) (7,953,300) (2,467,430) Net change in fund balance, budgetary basis 2,543,604$ 2,393,358$ 2,430,863 37,505$ Adjustment for reconciling items to adjust from budgetary basis to modified accrual basis: Change in encumbrances (219,167) (219,167) NET CHANGE IN FUND BALANCE, MODIFIED ACCRUAL BASIS 2,211,696 FUND BALANCE - BEGINNING 12,569,549 FUND BALANCE - ENDING 14,781,245$ The accompanying notes are an integral part of these financial statements. BUDGETED AMOUNTS GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES CITY OF PRATTVILLE, ALABAMA BUDGET AND ACTUAL FOR THE YEAR ENDED SEPTEMBER 30, 2016 24 CITY OF PRATTVILLE, ALABAMA ACTUAL AMOUNTS VARIANCE BUDGETARY WITH ORIGINAL FINAL BASIS BUDGET REVENUES: State gasoline and lubricating oil excise tax 257,500$ 257,500$ 390,987$ 133,487$ Interest income 98 98 Total revenues 257,500 257,500 391,085 133,585 EXPENDITURES: Current operations: Public works 620,695 620,695 718,082 (97,387) Total expenditures 620,695 620,695 718,082 (97,387) EXCESS OF REVENUES OVER (UNDER) EXPENDITURES (363,195)$ (363,195)$ (326,997) 36,198$ OTHER FINANCING SOURCES: Transfers in 122,917 122,917 Total other financing sources 122,917 122,917 NET CHANGE IN FUND BALANCE, BUDGETARY BASIS (363,195)$ (363,195)$ (204,080) 159,115$ Deduct other reconciling items to adjust from budgetary basis to modified accrual basis: Change in encumbrances NET CHANGE IN FUND BALANCE, MODIFIED ACCRUAL BASIS (204,080) FUND BALANCE AT BEGINNING OF YEAR 240,232 FUND BALANCE AT END OF YEAR 36,152$ The accompanying notes are an integral part of these financial statements. STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL GAS TAX SPECIAL REVENUE FUND FOR THE YEAR ENDED SEPTEMBER 30, 2016 BUDGETED AMOUNTS 25 ACTUAL AMOUNTS VARIANCE BUDGETARY WITH ORIGINAL FINAL BASIS BUDGET REVENUES: Fines and forfeitures 560,900$ 560,900$ 393,400$ (167,500)$ Total revenues 560,900 560,900 393,400 (167,500) EXPENDITURES: Current operations: Public works 511,093 511,093 440,550 70,543 Total expenditures 511,093 511,093 440,550 70,543 EXCESS OF REVENUES OVER EXPENDITURES 49,807 49,807 (47,150) (96,957) OTHER FINANCING USES: Transfers out (47,700) (47,700) (47,700) Total other financing uses (47,700) (47,700) (47,700) NET CHANGE IN FUND BALANCE, BUDGETARY BASIS 2,107$ 2,107$ (94,850) (96,957)$ Deduct other reconciling items to adjust from budgetary basis to modified accrual basis: Change in encumbrances (897) (897) NET CHANGE IN FUND BALANCE, MODIFIED ACCRUAL BASIS (95,747) FUND BALANCE AT BEGINNING OF YEAR 81,863 FUND BALANCE AT END OF YEAR (13,884)$ The accompanying notes are an integral part of these financial statements. BUDGETED AMOUNTS CITY OF PRATTVILLE, ALABAMA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL JUDICIAL SPECIAL REVENUE FUND FOR THE YEAR ENDED SEPTEMBER 30, 2016 26 SANITATION WASTEWATER TOTAL GOVERNMENTAL ACTIVITIES - INTERNAL SERVICE FUNDS ASSETS: Current assets: Cash and cash equivalents 735,328$ 2,168,851$ 2,904,179$ 27,829$ Accounts receivables, net 203,316 326,577 529,893 Due from other funds 12,500 12,500 Prepaid items 23,843 6,424 30,267 Total current assets 962,487 2,514,352 3,476,839 27,829 Noncurrent assets: Capital assets, not being depreciated 338,654 1,650,898 1,989,552 Capital assets, net of accumulated depreciation 1,619,531 5,542,234 7,161,765 Total noncurrent assets 1,958,185 7,193,132 9,151,317 Total assets 2,920,672 9,707,484 12,628,156 27,829 DEFERRED OUTFLOWS: Employer pension contributions 162,020 166,389 328,409 Total deferred outflows 162,020 166,389 328,409 LIABILITIES: Current liabilities: Accounts payable and accrued liabilities 87,580 233,600 321,180 355,583 Due to other funds 663,860 152,321 816,181 Current portion of long-term debt 265,355 117,946 383,301 Compensated absences 3,190 48,752 51,942 Total current liabilities 1,019,985 552,619 1,572,604 355,583 Noncurrent liabilities: Long-term debt 1,007,483 392,934 1,400,417 Compensated absences 41,556 63,379 104,935 Net pension obligation 852,717 924,665 1,777,382 Total noncurrent liabilities 1,901,756 1,380,978 3,282,734 Total liabilities 2,921,741 1,933,597 4,855,338 355,583 DEFERRED INFLOWS: Excess earnings of pension plan investments 30,812 36,166 66,978 Total deferred inflows 30,812 36,166 66,978 NET POSITION: Net investment in capital assets 685,347 6,682,252 7,367,599 Unrestricted (deficit) (555,208) 1,221,858 666,650 (327,754) Total net position 130,139$ 7,904,110$ 8,034,249 (327,754)$ Net position of business-type activities 8,034,249$ The accompanying notes are an integral part of these financial statements. ENTERPRISE FUNDS BUSINESS-TYPE ACTIVITIES - CITY OF PRATTVILLE, ALABAMA STATEMENT OF NET POSITION PROPRIETARY FUNDS SEPTEMBER 30, 2016 27 SANITATION WASTEWATER TOTAL GOVERNMENTAL ACTIVITIES - INTERNAL SERVICE FUNDS OPERATING REVENUES: Charges for goods and services 2,550,392$ 3,994,729$ 6,545,121$ 646,786$ Total operating revenues 2,550,392 3,994,729 6,545,121 646,786 OPERATING EXPENSES: Cost of sales and services 778,710 307,793 1,086,503 Salaries and benefits 1,318,920 1,190,142 2,509,062 Repairs and maintenance 146,953 125,431 272,384 Utilities 5,612 426,163 431,775 Insurance 60,854 51,514 112,368 Other 25,193 62,727 87,920 489,788 Depreciation 265,564 478,544 744,108 Benefits paid 3,821,672 Total operating expenses 2,601,806 2,642,314 5,244,120 4,311,460 OPERATING INCOME (LOSS) (51,414) 1,352,415 1,301,001 (3,664,674) NONOPERATING REVENUES (EXPENSES): Gain on sale of capital assets 18,247 18,247 Interest income 252 4,600 4,852 133 Interest expense (6,594) (20,878) (27,472) Total nonoperating revenues (expenses) (6,342) 1,969 (4,373) 133 Net income before transfers (57,756) 1,354,384 1,296,628 (3,664,541) TRANSFERS IN 3,257,350 TRANSFERS OUT (278,250) (206,700) (484,950) CHANGE IN NET POSITION (336,006) 1,147,684 811,678 (407,191) TOTAL NET POSITION - BEGINNING, 466,145 6,756,426 79,437 TOTAL NET POSITION - ENDING 130,139$ 7,904,110$ (327,754)$ Change in net position of business-type activities 811,678$ The accompanying notes are an integral part of these financial statements. ENTERPRISE FUNDS BUSINESS-TYPE ACTIVITIES - CITY OF PRATTVILLE, ALABAMA STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION PROPRIETARY FUNDS FOR THE YEAR ENDED SEPTEMBER 30, 2016 28 SANITATION WASTEWATER TOTAL GOVERNMENTAL ACTIVITIES - INTERNAL SERVICE FUNDS CASH FLOWS FROM (USED FOR) OPERATING ACTIVITIES: Receipts from customers 2,538,216$ 3,957,936$ 6,496,152$ Receipts from interfund services provided 646,786$ Payments to suppliers (1,010,903) (1,001,422) (2,012,325) (4,340,649) Payments to employees (1,328,792) (1,238,863) (2,567,655) Net cash from (used for) operating activities 198,521 1,717,651 1,916,172 (3,693,863) CASH FLOWS FROM (USED FOR) NONCAPITAL FINANCING ACTIVITIES: Transfers to other funds (278,250) (206,700) (484,950) Transfers from other funds 3,257,350 Net cash payments from (to) other funds 401,030 120,345 521,375 (63) Net cash from (used for) noncapital financing activities 122,780 (86,355) 36,425 3,257,287 CASH FLOWS FROM (USED FOR) CAPITAL AND RELATED FINANCING ACTIVITIES: Acquisition and construction of capital assets (1,374,364) (1,082,542) (2,456,906) Proceeds from sale of capital assets 20,667 20,667 Proceeds from long-term debt 1,360,415 1,360,415 Principal paid on long-term debt (87,578) (545,913) (633,491) Interest paid on long-term debt (6,594) (20,878) (27,472) Net cash used for capital and related financing activities (108,121) (1,628,666) (1,736,787) CASH FLOWS FROM INVESTING ACTIVITIES: Interest received 252 4,600 4,852 133 Net cash from investing activities 252 4,600 4,852 133 NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS 213,432 7,230 220,662 (436,443) CASH AND CASH EQUIVALENTS, BEGINNING OF YEAR 521,896 2,161,621 2,683,517 464,272 CASH AND CASH EQUIVALENTS, END OF YEAR 735,328$ 2,168,851$ 2,904,179$ 27,829$ RECONCILIATION OF OPERATING INCOME (LOSS) TO NET CASH FROM (USED FOR) OPERATING ACTIVITIES: Operating income (loss) (51,414)$ 1,352,415$ 1,301,001$ (3,664,674)$ Adjustments to reconcile operating income to net cash provided by operations: Depreciation expense 265,564 478,544 744,108 (Increase) decrease in assets and deferred outflows: Accounts receivable (12,176) (36,793) (48,969) Prepaid items (5,278) (1,115) (6,393) Deferred outflows (85,324) (82,403) (167,727) Increase (decrease) in liabilities and deferred inflows: Accounts payable and accrued liabilities 122,775 43,590 166,365 (29,189) Deferred inflows (35,626) (36,587) (72,213) Net cash from (used for) operating activities 198,521$ 1,717,651$ 1,916,172$ (3,693,863)$ The accompanying notes are an integral part of these financial statements. ENTERPRISE FUNDS BUSINESS-TYPE ACTIVITIES - CITY OF PRATTVILLE, ALABAMA STATEMENT OF CASH FLOWS PROPRIETARY FUNDS FOR THE YEAR ENDED SEPTEMBER 30, 2016 29 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 30 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: Reporting entity - 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 (HPRA), which are determined to be component units of the City. The Library operates for the benefit of the City and Autauga County residents. The City annually provides significant operating subsidies to the Library and appoints its governing body. Based on these criteria, the Library is included as a component unit of the City for the year ended September 30, 2016. The Library operates on a fiscal year ending September 30. 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, 2016. The Authority also operates on a fiscal year ending September 30. 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, 2016. The Authority operates on a fiscal year ending September 30. Financial statements of HPRA can be obtained from the City’s finance department in Prattville, Alabama. 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. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 31 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING 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 position and the statement of activities. For the most part, the effect of interfund activity has been removed from these statements. The exception to this is interfund services provided and used which are eliminated in the consolidation process. Governmental activities, which normally are supported by taxes, intergovernmental revenues, and other nonexchange transactions, 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 program or function. Program revenues are classified into three categories: (1) 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 position 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. 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 fund - The capital projects fund is 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. Gas tax special revenue fund - The gas tax special revenue fund is used to account for proceeds from a state gasoline tax. The use of these funds is restricted to expenditures related to construction, improvements, resurfacing, restoration, and rehabilitation of highways, roads, bridges, and streets. Judicial special revenue fund - The judicial special revenue fund is used to account for all fines and forfeitures as a result of municipal court operations. The use of these funds is restricted and used for the operation of the municipal court and jail. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 32 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: (continued) The City reports the following major proprietary funds: Sanitation - The fund accounts for the revenues and costs related to the provision of sanitation services in the City. Wastewater - The fund accounts for the revenues and costs related to the provision of sanitary sewer and wastewater treatment services in the City. Additionally, the City reports the following fund type: Internal service fund - The fund accounts for the operations of the self-insured medical insurance plan provided to funds of the City on a cost reimbursement basis. Measurement focus, basis of accounting, and financial statement presentation Government-wide financial statements - The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of when the related cash flows take place. Nonexchange transactions, in which the City gives (or receives) value without directly receiving (or giving) equal value in exchange, include property taxes, grants, entitlements, and donations. On an accrual basis, revenue from property taxes associated with the current fiscal period are considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. 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 statements - The governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within 90 days after year-end. Sales taxes, gasoline taxes, grants, donations, and interest revenue are all considered to be susceptible to accrual. Unearned 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. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 33 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: (continued) Proprietary fund financial statements - 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) of providing 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. 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. Property 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 taxes are due October 1 through December 31 of the following year. Property taxes that have not been paid by January 1 are considered delinquent. Tax collections received by the County Tax Collector are remitted to the City on a monthly basis. Receivables - Activity between funds that are representative of lending/borrowing arrangements outstanding at the end of the fiscal year are referred to as either “due to/from other funds” (i.e., the current portion of inter-fund loans) or “advances to/from other funds” (i.e., the noncurrent portion of interfund loans). All other outstanding balances between funds are reported as “due to/from other funds.” Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as “internal balances.” 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 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 at net realizable value. 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. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 34 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: (continued) Prepaid items - Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government-wide and fund financial statements. Inventory - Governmental fund inventories are reported as an expenditure when purchased rather than capitalized as an asset. The City has no significant inventories as of September 30, 2016; therefore, none are reported on the statement of net position. Restricted assets - Resources from federal and state grants/loans, appropriations and shared taxes, and drug confiscation proceeds are classified as restricted assets on the balance sheet. Certain resources from federal and state grants set aside for airport improvements are classified as restricted assets on the statement of net position 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 acquisition value on the date of donation. The cost of normal maintenance and repairs that do not add to the value of the asset or materially extend assets’ lives are not capitalized. Capital assets of the primary government and the Autauga-Prattville Public Library, a component unit, are depreciated using the straight-line method over the following estimated useful lives: ESTIMATED CAPITALIZATION ASSET CLASS USEFUL LIVES THRESHOLD Buildings and building improvements 40 years 25,000$ Land improvements 20 years 25,000 Vehicles 5 - 15 years 5,000 Office, nonoffice, and computer equipment 5 - 20 years 5,000 Infrastructure 50 years 50,000 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 35 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: (continued) Capital assets of the Prattville Airport Authority, a component unit, are depreciated using the straight- line method over the following estimated useful lives: ESTIMATED CAPITALIZATION ASSET CLASS USEFUL LIVES THRESHOLD Land improvements 20 years 5,000$ Building and improvements 3 - 40 years 5,000 Furniture and equipment 5 - 20 years 5,000 Runways 8 - 25 years 5,000 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 CAPITALIZATION ASSET CLASS USEFUL LIVES THRESHOLD Machinery and equipment 5 - 10 years 5,000$ Land improvements 20 years 25,000 Buildings 40 years 25,000 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. Deferred outflows of resources - Decreases in net assets that relate to future periods are reported as deferred outflows of resources in a separate section of the government-wide statement of net position and/or governmental funds’ balance sheet. The City has two items that qualify for reporting in this category. The deferred loss on refunding is reported in the government-wide statement of net position. A deferred loss on refunded debt results from the difference in the carrying value of the refunded debt and its reacquisition price. This amount is deferred and amortized over the shorter of the life of the refunded or refunding debt. In addition, the City and Library each have one deferred outflow related to the City’s pension plan. See Note 8. Deferred inflows of resources - Increases in net assets that apply to a future period(s) are reported as deferred inflows of resources in a separate section of the government-wide statement of net position and/or governmental funds’ balance sheet. The City has two items that qualify for reporting in this category, and the Library has one item that qualifies for reporting in this category. In the government wide statement of activities, a deferred inflow of resources is reported for the the difference between projected and actual earnings on pension plan investments for both the City and the Library. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become earned. See Note 8. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 36 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: (continued) In addition, the City’s governmental funds report unavailable revenues from receivables collected outside of the period of availabilty. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. Compensated absences - The City allows employees to accumulate vacation and sick leave up to certain limits for use in subsequent periods. Upon termination of employment, an employee receives payment of accumulated vacation hours up to a maximum of 360 hours at current wage rates. Upon retirement, an employee can receive payment of 50% of accumulated sick leave hours up to a maximum of 360 hours at current wage rates. All vacation and sick pay is accrued when incurred in the government- wide financial statements up to certain limits for use in subsequent periods. A liability for these amounts is reported in governmental funds only if they have matured, for example, as a result of employee resignations and retirements. Long-term obligations - In the government-wide financial statements 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 are deferred and amortized over the life of the bonds using the effective interest method. Bonds payable are reported net of the applicable bond premium or discount. Bond issuance costs other than prepaid insurance are expensed when incurred. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. 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 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. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 37 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: (continued)  Restricted - includes fund balance amounts that are constrained for specific purposes which are externally imposed by providers, such as creditors, or amounts constrained due to constitutional provisions or enabling legislation.  Committed - includes fund balance amounts that can be used only for the specific purposes that are internally imposed by formal action of the government’s highest level of decision making authority. Commitments may be changed 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 satisfying 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. The City Council, Mayor, Finance Director, or the City Clerk is authorized to assign amounts to a specific purpose. The authorization, which is established by the City Council, is pursuant to the policy of the City Council to delegate such authority.  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 exceed amounts restricted, 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. Pensions - The Employees' Retirement System of Alabama (the Plan) financial statements are prepared using the economic resources measurement focus and accrual basis of accounting. Contributions are recognized as revenues when earned, pursuant to the Plan requirements. Benefits and refunds are recognized when due and payable in accordance with the terms of the Plan. Expenses are recognized when the corresponding liability is incurred, regardless of when the payment is made. Investments are reported at fair value. Financial statements are prepared in accordance with requirements of the Governmental Accounting Standards Board (GASB). Under these requirements, the Plan is considered a component unit of the State of Alabama and is included in the State's Comprehensive Annual Financial Report. 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. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 38 NOTE 2 - STEWARDSHIP, COMPLIANCE, AND ACCOUNTABILITY: Budgets and budgetary accounting - The budget is adopted annually at the beginning of each fiscal year for the general fund, gas tax special revenue fund, capital projects fund, debt service fund, and judicial special revenue fund. The Council must approve transfers of appropriations or revisions between and among departments. Management can approve transfers within an individual department only. Actual expenditures should not exceed appropriations in departments. Appropriations lapse at the end of the fiscal year unless expended or encumbered. Encumbered appropriations are carried forward. Encumbrances (e.g., purchase orders, contracts) outstanding at year-end are reported as assigned fund balance and do not constitute expenditures or liabilities of the fund. Budgets for the above-mentioned funds are adopted on a basis other than accounting principles generally accepted in the United States of America (GAAP) insofar as encumbrances are included with expenditures. Reconciliation of expenditures reported in accordance with GAAP and those presented in accordance with the non GAAP budgetary basis are noted below. GENERAL FUND Net change in fund balance, modified accrual basis 2,211,696$ Encumbrances at beginning of the year 500,741 Encumbrances at end of the year (281,574) Net change in fund balance, budgetary basis 2,430,863$ JUDICIAL SPECIAL REVENUE FUND Net change in fund balance, modified accrual basis (95,747)$ Encumbrances at beginning of the year 897 Net change in fund balance, budgetary basis (94,850)$ Deficit net position - The City had a deficit unrestricted net position at September 30, 2016 of $24,934,891. This deficit represents the indebtedness incurred for incentive obligations including the purchase of development property supporting the significant retail development activities within the City which originated in the fiscal years ended 2006 and 2008. In 2015 the deficit increased because of the adoption of GASB Statement No. 68 and recognition of the net pension liability. See Note 8. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 39 NOTE 2 - STEWARDSHIP, COMPLIANCE, AND ACCOUNTABILITY: (continued) Deficit fund equity - Funds with deficit fund balance or net position are as follows: DEFICIT AMOUNT Judicial special revenue fund 13,884$ Internal service fund 327,754 The deficit in the judicial special revenue fund is the result of current year expenditures exceeding revenues and transfers in. The deficit in the internal service fund is a result of actual costs exceeding the amounts charged to other departments in previous years. The City’s intent is to appropriate funds from the general fund in order to reduce the deficits and to increase the contribution rates to the internal service fund. NOTE 3 - CASH, CASH EQUIVALENTS, 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. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 40 NOTE 4 - CAPITAL ASSETS: Capital asset activity for the City’s governmental activities for the year ended September 30, 2016 was as follows: BEGINNING ENDING BALANCE INCREASE DECREASE BALANCE Governmental activities: Capital assets, not being depreciated: Construction in progress 1,949,381$ 1,585,247$ 3,000,403$ 534,225$ Land 2,649,938 70,000 2,719,938 Total capital assets, not being depreciated 4,599,319 1,655,247 3,000,403 3,254,163 Capital assets, being depreciated: Buildings and building improvements 5,164,671 20,120 5,184,791 Land improvements 6,105,216 25,823 6,131,039 Vehicles 5,638,762 1,211,939 686,874 6,163,827 Office, nonoffice, and computer equipment 5,592,114 325,136 355,468 5,561,782 Infrastructure 45,988,445 5,800,403 51,788,848 Total capital assets, being depreciated 68,489,208 7,383,421 1,042,342 74,830,287 Less accumulated depreciation for: Buildings and building improvements 1,432,529 134,642 1,567,171 Land improvements 5,177,016 202,551 5,379,567 Vehicles 3,724,607 659,061 629,718 3,753,950 Office, nonoffice, and computer equipment 3,534,819 378,452 334,161 3,579,110 Infrastructure 8,837,651 1,007,116 9,844,767 Total accumulated depreciation 22,706,622 2,381,822 963,879 24,124,565 Total capital assets, being depreciated, net 45,782,586 5,001,599 78,463 50,705,722 Governmental activities capital assets, net 50,381,905$ 6,656,846$ 3,078,866$ 53,959,885$ CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 41 NOTE 4 - CAPITAL ASSETS: (continued) Capital asset activity for the City’s business-type activities for the year ended September 30, 2016 was as follows: BEGINNING ENDING BALANCE INCREASE DECREASE BALANCE Business-type activities: Capital assets, not being depreciated: Construction in progress 708,734$ 855,301$ 831,502$ 732,533$ Land 1,257,019 1,257,019 Total capital assets, not being depreciated 1,965,753 855,301 831,502 1,989,552 Capital assets, being depreciated: Buildings and building improvements 5,889,762 880,992 6,770,754 Land improvements 3,221,430 49,490 3,270,920 Vehicles 1,912,684 1,492,675 210,417 3,194,942 Office, nonoffice, and computer equipment 1,865,905 9,950 46,617 1,829,238 Total capital assets, being depreciated 12,889,781 2,433,107 257,034 15,065,854 Less accumulated depreciation for: Buildings and building improvements 2,870,822 163,358 3,034,180 Land improvements 1,797,187 154,807 1,951,994 Vehicles 1,408,827 303,987 210,417 1,502,397 Office, nonoffice, and computer equipment 1,337,758 121,956 44,196 1,415,518 Total accumulated depreciation 7,414,594 744,108 254,613 7,904,089 Total capital assets, being depreciated, net 5,475,187 1,688,999 2,421 7,161,765 Business-type activities capital assets, net 7,440,940$ 2,544,300$ 833,923$ 9,151,317$ CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 42 NOTE 4 - CAPITAL ASSETS: (continued) Depreciation expense was charged to functions/programs of the primary government as follows: Governmental activities: General government 1,082,067$ Public works 382,358 Public safety 677,580 Cultural and recreational 239,817 Total depreciation expense - governmental activities 2,381,822$ Business-type activities: Sanitation 265,564$ Wastewater 478,544 Total depreciation expense - business-type activities 744,108$ Component units - Capital asset activity for the Autauga-Prattville Public Library for the fiscal year ended September 30, 2016 is as follows: BEGINNING ENDING BALANCE INCREASE DECREASE BALANCE Capital assets, being depreciated: Equipment 160,475$ 160,475$ Total capital assets, being depreciated 160,475 160,475 Less: Accumulated depreciation 116,400 7,520$ 123,920 Total capital assets, being depreciated, net 44,075$ (7,520)$ -$ 36,555$ CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 43 NOTE 4 - CAPITAL ASSETS: (continued) Capital asset activity for the Prattville Airport Authority for the fiscal year ended September 30, 2016 is as follows: BEGINNING ENDING BALANCE INCREASE DECREASE BALANCE Capital assets, not being depreciated: Land 2,665,160$ 22,172$ 2,687,332$ Construction in progress 19,272 19,272$ Total capital assets, not being depreciated 2,684,432 22,172 19,272 2,687,332 Capital assets, being depreciated: Land improvements 1,495,301 1,495,301 Runways 6,708,698 6,708,698 Building improvements 1,411,009 1,411,009 Furniture and equipment 494,422 494,422 Total capital assets, being depreciated 10,109,430 10,109,430 Less: Accumulated depreciation Land improvements 709,907 74,765 784,672 Runways 3,030,702 233,306 3,264,008 Building improvements 498,478 32,214 530,692 Furniture and equipment 90,750 26,246 116,996 Total accumulated depreciation 4,329,837 366,531 4,696,368 Total capital assets, being depreciated, net 5,779,593 (366,531) 5,413,062 Total capital assets, net 8,464,025$ (344,359)$ 19,272$ 8,100,394$ CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 44 Capital asset activity for the Historic Prattville Redevelopment Authority for the fiscal year ended September 30, 2016 is as follows: BEGINNING ENDING BALANCE INCREASE DECREASE BALANCE Capital assets, not being depreciated: Land 184,500$ 184,500$ Construction in progress 1,804,188 1,676,520$ 3,480,708 Total capital assets, not being depreciated 1,988,688 1,676,520 3,665,208 Capital assets, being depreciated: Land improvements 12,000 12,000 Building improvements 285,000 285,000 Machinery and equipment 23,000 23,000 Total capital assets, being depreciated 320,000 - 320,000 Less: Accumulated depreciation 101,398 7,908 109,306 Total capital assets, being depreciated, net 218,602 (7,908) 210,694 Total capital assets, net 2,207,290$ 1,668,612$ -$ 3,875,902$ NOTE 5 - 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 receivables 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. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 45 The composition of interfund receivables and payables as of September 30, 2016 consists of the following: RECEIVABLE FUND PAYABLE FUND AMOUNT General Gas tax special revenue fund 144,721$ General Capital projects fund 2,050 General Judicial fund 6,404 General Sanitation 651,360 General Wastewater 152,321 Wastewater Sanitation 12,500 Total 969,356$ The following is a schedule of interfund transfers for the year ended September 30, 2016: TRANSFER OUT CAPITAL DEBT GAS TAX INTERNAL PROJECTS SERVICE SPECIAL SERVICE FUND FUND REVENUE FUND FUND TOTAL General fund 1,353,068$ 4,129,452$ 93,781$ 2,724,700$ 8,301,001$ Capital projects fund 29,136 29,136 Judicial special revenue fund 47,700 47,700 Sanitation fund 278,250 278,250 Wastewater fund 206,700 206,700 Totals 1,353,068$ 4,129,452$ 122,917$ 3,257,350$ 8,862,787$ TRANSFER IN Transfers are used to move revenues from the fund with collection authorization to the debt service fund as debt service principal and interest payments become due, and to move unrestricted general fund revenues to finance various programs that the government must account for in other funds in accordance with budgetary authorizations, including amounts provided as subsidies or matching funds for various grant programs. NOTE 6 - LONG-TERM DEBT: 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 20% of the assessed value of taxable property as of the beginning of the fiscal year. As of September 30, 2016, the amount of outstanding debt applicable to this limit was equal to 9.90% of property assessments as of October 1, 2015. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 46 NOTE 6 - LONG-TERM DEBT: (continued) Long-term liability activity for the year ended September 30, 2016, was as follows: DUE WITHIN BEGINNING ENDING ONE BALANCE ADDITIONS REDUCTIONS BALANCE YEAR Governmental activities: Warrant and other notes payable 39,130,444$ 825,000$ 2,920,444$ 37,035,000$ 2,315,000$ Limited obligation warrant 1,546,258 16,852 1,529,406 Less deferred amounts: Debt issuance discounts (73,289) (8,104) (65,185) Add deferred amounts: Debt issuance premiums 1,553,466 218,478 1,334,988 Total warrants and other notes payable 42,156,879 825,000 3,147,670 39,834,209 2,315,000 Capital leases 258,310 51,690 206,620 51,362 Compensated absences 1,150,843 564,931 588,738 1,127,036 264,753 Post-employment benefits other than pensions 2,741,135 416,294 24,237 3,133,192 Net pension liability 10,292,212 3,969,680 2,031,022 12,230,870 Governmental activities long-term liabilities 56,341,069 6,034,215 5,843,357 56,531,927 2,631,115 Business-type activities: General obligation warrants 1,056,794 1,360,415 633,491 1,783,718 383,301 Compensated absences 173,179 58,373 74,675 156,877 51,942 Net pension liability 1,506,145 555,396 284,159 1,777,382 Business-type activities long-term liabilities 2,736,118 1,974,184 992,325 3,717,977 435,243 Total long-term debt 59,077,187$ 8,008,399$ 6,835,682$ 60,249,904$ 3,066,358$ CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 47 NOTE 6 - LONG-TERM DEBT: (continued) Long-term debt at September 30, 2016 consists of the following: Governmental activities: TOTAL 2009 General Obligation Refunding Warrants; principal amount $6,315,000; graduated principal payments are due annually beginning on September 1, 2010 and semiannual interest payments due each March 1 and September 1, beginning March 1, 2010; interest rate ranges from 2% to 4%; rate on current bonds 3%; final payment is due September 1, 2022. Proceeds used to refund the 2001 and 2002 Warrants.3,310,000$ General Obligation Chevron Warrants Series 2009A; principal amount $1,820,000; graduated principal payments are due annually beginning on December 1, 2010 and semiannual interest payments due each June 1 and December 1, beginning June 1, 2010; interest rate ranges from 2.2% to 4.5%; rate on current bonds 2.2%; final payment is due December 1, 2029. Proceeds used for the acquisition, construction, installation, and equipping of certain energy efficient improvements.1,605,000 General Obligation Refunding Warrants Series 2013A; principal amount $9,815,000; graduated principal payments are due annually beginning on March 1, 2014 and semiannual interest payments due each September 1 and March 1, beginning September 30, 2013; interest rate ranges from .80% to 2.75%; rate on current bonds 2.00%; final payment is due March 1, 2027. Proceeds used for the partial refunding of the Series 2006A General Obligation Economic Development Improvement Warrants.9,345,000 General Obligation Refunding Warrants Series 2014A; principal amount $9,955,000; graduated principal payments are due annually beginning on March 1, 2015 and semiannual interest payments due each September 1 and March 1, beginning March 1, 2015; interest rate ranges from 1.55% to 4.00%; rate on current bonds 2.00%; final payment is due March 1, 2026. Proceeds used for the partial refunding of the Series 2007 General Obligation Economic Development Improvement Warrants.9,745,000 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 48 NOTE 6 - LONG-TERM DEBT: (continued) TOTAL General Obligation Refunding Warrants Series 2015; principal amount $12,280,000; graduated principal payments are due annually beginning November 1, 2015 and semiannual interest payments due each November 1 and May 1, beginning November 1, 2015; interest rate ranges from 1.5% to 5.0%; rate on current bonds 2.0%; final payment is due November 1, 2025. Proceeds used for the partial refunding of the Series 2006A General Obligation Economic Development Improvement Warrants and partial refunding of the Series 2006B General Obligation Economic Development Improvement Warrants. 12,205,000$ Special Authority Loan with Alabama Water Pollution Control Authority and Alabama Department of Environmental Management; principal amount $825,000; graduated principal payments due annually beginning February 15, 2017 and semiannual interest payments due each February 15 and August 15, beginning February 15, 2017; interest rate 1.45% from July 15, 2016 to October 31, 2016 and 2.20% thereafter; final payment is February 15, 2036; partial principal forgiveness of $410,000 as of August 1, 2017 provided terms are met; includes issuance of General Obligation Warrants Series 2016- CWSRF-DL totaling $415,000 as evidence of indebtedness. Proceeds will be used for the North Silver Hills Drainage Canal Restoration.825,000 Total governmental activities 37,035,000 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 49 NOTE 6 - LONG-TERM DEBT: (continued) TOTAL Business-type activities: General Obligation Sewer Warrant, Series 2013; principal amount $900,000; monthly principal and interest payments of $11,570 due monthly beginning on September 15, 2013; interest rate of 2.190%; final maturity date is August 15, 2020. Proceeds used to pay for purchase of property to be used as a waste water byproduct application site.510,880$ General Obligation Revenue Warrant, Series 2016; principal amount of $1,360,415; monthly principal and interest payments of $23,543 due monthly beginning on June 27, 2016; interest rate of 1.49%; final maturity date is May 27, 2021. Proceeds were used to purchase sanitation trucks.1,272,838 Total business-type activities 1,783,718 Total general obligation warrants 38,818,718$ Limited obligation warrant - The City issued Limited Obligation Warrant, Series 2006B in the amount of $1,594,489 for the construction of infrastructure. 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, 2016, the City had redeemed $68,083 of the outstanding warrants. The balance on the warrant at September 30, 2016 is $1,529,406. The Limited Obligation Warrant does not constitute a direct obligation and pledge of the full faith and credit of the City. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 50 NOTE 6 - LONG-TERM DEBT: (continued) Debt service requirements on long-term debt at September 30, 2016 are as follows: PRINCIPAL INTEREST TOTAL PRINCIPAL INTEREST TOTAL PRINCIPAL INTEREST TOTAL YEAR ENDING SEPTEMBER 30: 2017 2,698,301$ 1,125,618$ 3,823,919$ 2,315,000$ 1,098,187$ 3,413,187$ 383,301$ 27,431$ 410,732$ 2018 3,745,792 1,034,311 4,780,103 3,345,000 1,013,745 4,358,745 400,792 20,566 421,358 2019 3,862,781 920,466 4,783,247 3,455,000 906,890 4,361,890 407,781 13,576 421,357 2020 3,979,551 804,062 4,783,613 3,575,000 797,600 4,372,600 404,551 6,462 411,013 2021 3,872,293 700,154 4,572,447 3,685,000 699,106 4,384,106 187,293 1,048 188,341 2022 - 2026 17,645,000 1,794,106 19,439,106 17,645,000 1,794,106 19,439,106 2027 - 2031 2,480,000 104,526 2,584,526 2,480,000 104,526 2,584,526 2032 - 2036 2,064,406 6,875 2,071,281 2,064,406 6,875 2,071,281 Totals 40,348,124$ 6,490,118$ 46,838,242$ 38,564,406$ 6,421,035$ 44,985,441$ 1,783,718$ 69,083$ 1,852,801$ TOTAL ANNUAL REQUIREMENTS GOVERNMENTAL ACTIVITIES BUSINESS-TYPE ACTIVITIES Capital leases - The City has entered into lease agreements as lessee for financing the acquisition of property and equipment. These lease agreements qualify 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: GOVERNMENTAL ASSET ACTIVITIES Vehicles 258,310$ Less: Accumulated depreciation 8,310 Total 250,000$ CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 51 NOTE 6 - LONG-TERM DEBT: (continued) The future minimum lease obligations and the net present value of these minimum lease payments as of September 30, 2016, were as follows: YEAR ENDING SEPTEMBER 30: AMOUNT 2017 54,372$ 2018 54,372 2019 54,372 2020 54,372 Total minimum lease payments 217,488 Less amount representing interest 10,868 Present value of minimum lease payments 206,620$ GOVERNMENTAL ACTIVITIES Component units - The Prattville Airport Authority’s capital debt at September 30, 2016 is as follows: Revenue and Grant Anticipation Bond Series 2014 - River Bank & Trust; $551,266; ; interest rate of 4.69% until April 1, 2029; principal and interest due monthly beginning May 22, 2014; secured by pledge of all revenues, rents, receipts, income, and funds derived by the Airport Authority.486,810$ Total long-term capital debt 486,810$ CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 52 NOTE 6 - LONG-TERM DEBT: (continued) Maturities on capital debt are as follows: PRINCIPAL INTEREST TOTAL YEAR ENDING SEPTEMBER 30: 2017 28,968$ 22,519$ 51,487$ 2018 30,375 21,112 51,487 2019 31,852 19,635 51,487 2020 33,349 18,138 51,487 2021 35,021 16,466 51,487 2022 - 2026 202,315 55,119 257,434 2027 - 2029 124,930 8,068 132,998 Totals 486,810$ 161,057$ 647,867$ CITY OF PRATTVILLE AIRPORT AUTHORITY Total interest cost on capital debt in 2016 was $23,894. Capital debt activity for the year ended September 30, 2016 was as follows: BEGINNING ENDING DUE WITHIN BALANCE ADDITIONS REDUCTIONS BALANCE ONE YEAR Revenue and grant anticipation Bond - River Bank & Trust 514,371$ 27,561$ 486,810$ 28,968$ Totals 514,371$ -$ 27,561$ 486,810$ 28,968$ CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 53 NOTE 6 - LONG-TERM DEBT: (continued) The Historic Prattville Redevelopment Authority's notes payable at September 30, 2016 are as follows: Trustmark National Bank secured by real estate; monthly principal and interest payments of $1,811; interest rate of 4.34%; final maturity date is December 5, 2019. Proceeds used to purchase real estate.110,294$ Trustmark National Bank unsecured; monthly principal and interest payments of $291; interest rate of 4.34%; maturity date of December 15, 2019. 10,542 Series 2016 Redevelopment Bonds; principal amount of $4,780,000; graduated principal payments due annually beginning March 1, 2017 and semiannual interest payments due each September 1 and March 1, beginning September 1, 2016; interest rate ranges from 1.700% to 3.625%; final payment is due March 1, 2046. A portion of the proceeds were used to redeem the outstanding loan of $1,755,250 to Southeastern Commercial Finance and the remainder will be used to renovate the administrative building which will be leased to the City of Prattville, Alabama.4,780,000 Total 4,900,836$ CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 54 NOTE 6 - LONG-TERM DEBT: (continued) Notes payable maturities at September 30, 2016 are as follows: PRINCIPAL INTEREST TOTAL YEAR ENDING SEPTEMBER 30: 2017 130,320$ 140,725$ 271,045$ 2018 136,231 137,563 273,794 2019 137,186 134,310 271,496 2020 172,099 129,573 301,672 2021 120,000 126,616 246,616 2022 - 2026 630,000 598,916 1,228,916 2027 - 2031 710,000 525,955 1,235,955 2032 - 2036 800,000 425,425 1,225,425 2037 - 2041 940,000 288,081 1,228,081 2042 - 2046 1,125,000 104,853 1,229,853 Totals 4,900,836$ 2,612,017$ 7,512,853$ HISTORIC PRATTVILLE REDEVELOPMENT AUTHORITY Long-term debt activity for the Historic Prattville Redevelopment Authority for the year ended September 30, 2016, was as follows: BEGINNING ENDING DUE WITHIN BALANCE ADDITIONS REDUCTIONS BALANCE ONE YEAR Redevelopment bonds 4,780,000$ 4,780,000$ 110,000$ Notes payable 1,895,517$ 1,774,681$ 120,836 20,320 Less deferred amounts: Debt issuance discounts (61,760) (1,447) (60,313) Totals 1,895,517$ 4,718,240$ 1,773,234$ 4,840,523$ 130,320$ NOTE 7 - NOTES PAYABLE: The City issued variable rate General Obligation Note, Series 2011A dated May 1, 2011 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 was most recently renewed on June 30, 2016 with a maturity date of June 30, 2017. At September 30, 2016, the balance of the loan had been paid in full. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 55 NOTE 8 - PENSION PLAN: Plan description - The Employees' Retirement System of Alabama (ERS), an agency multiple-employer plan, was established October 1, 1945 under the provisions of Act 515 of the Legislature of 1945 for the purpose of providing retirement allowances and other specified benefits for state employees, State Police, and on an elective basis, to all cities, counties, towns, and quasi-public organizations. The responsibility for the general administration and operation of ERS is vested in its Board of Control. The ERS Board of Control consists of 13 trustees. The Plan is administered by the Retirement Systems of Alabama (RSA). Title 36-Chapter 27 of the Code of Alabama grants the Board to establish and amend the benefit terms to the ERS Board of Control. The Plan issues a publicly available financial report that can be obtained at www.rsa-al.gov. The ERS Board of Control consists of 13 trustees as follows: 1) The Governor, ex officio. 2) The State Treasurer, ex officio. 3) The State Personnel Director, ex officio. 4) The State Director of Finance, ex officio. 5) Three vested members of ERS appointed by the Governor for a term of four years, no two of whom are from the same department of state government nor from any department of which an ex officio trustee is the head. 6) Six members of ERS who are elected by members from the same category of ERS for a term of four years as follows: a. Two retired members with one from the ranks of retired state employees and one from the ranks of retired employees of a city, county, or a public agency each of whom is an active beneficiary of ERS. b. Two vested active state employees. c. Two vested active employees of an employer participating in ERS pursuant to § 36-27-6. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 56 NOTE 8 - PENSION PLAN: (continued) Benefits provided - State law establishes retirement benefits as well as death and disability benefits and any ad hoc increase in postretirement benefits for the ERS. Benefits for ERS members vest after ten years of creditable service. State employees who retire after age 60 (52 for State Police) with ten years or more of creditable service or with 25 years of service (regardless of age) are entitled to an annual retirement benefit, payable monthly for life. Local employees who retire after age 60 with ten years or more of creditable service or with 25 or 30 years of service (regardless of age), depending on the particular entity's election, are entitled to an annual retirement benefit, payable monthly for life. Service and disability retirement benefits are based on a guaranteed minimum or a formula method, with the member receiving payment under the method that yields the highest monthly benefit. Under the formula method, members of the ERS (except State Police) are allowed 2.0125% of their average final compensation (highest three of the last ten years) for each year of service. State Police are allowed 2.8750% for each year of State Police service in computing the formula method. Act 377 of the Legislature of 2012 established a new tier of benefits (Tier 2) for members hired on or after January 1, 2013. Tier 2 ERS members are eligible for retirement after age 62 (56 for State Police) with ten years or more of creditable service and are entitled to an annual retirement benefit, payable monthly for life. Service and disability retirement benefits are based on a guaranteed minimum or a formula method, with the member receiving payment under the method that yields the highest monthly benefit. Under the formula method, Tier 2 members of the ERS (except State Police) are allowed 1.6500% of their average final compensation (highest five of the last ten years) for each year of service. State Police are allowed 2.3750% for each year of state police service in computing the formula method. Members are eligible for disability retirement if they have ten years of credible service, are currently in-service, and determined by the RSA Medical Board to be permanently incapacitated from further performance of duty. Preretirement death benefits are calculated and paid to the beneficiary on the member's age, service credit, employment status, and eligibility for retirement. The ERS serves approximately 846 local participating employers. These participating employers include 287 cities, 65 counties, and 494 other public entities. The ERS membership includes approximately 83,874 participants. As of September 30, 2015, membership consisted of: ERS CITY Retirement and beneficiaries currently receiving benefits 22,211 100 Terminated employees entitled to but not yet receiving benefits 1,353 3 Terminated employees not entitled to a benefit 5,451 20 Active members 55,378 331 Totals 84,393 454 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 57 NOTE 8 - PENSION PLAN: (continued) Contributions - Tier I covered members of the ERS contributed 5.00% of earnable compensation to the ERS as required by statute until September 30, 2011. From October 1, 2011, to September 30, 2012, covered members of the ERS were required by statute to contribute 7.25% of earnable compensation. Effective October 1, 2012, covered members of the ERS are required by statute to contribute 7.50% of earnable compensation. Certified law enforcement, correctional officers, and firefighters of the ERS contributed 6.00% of earnable compensation as required by statute until September 30, 2011. From October 1, 2011, to September 30, 2012, certified law enforcement, correctional officers, and firefighters of the ERS were required by statute to contribute 8.25% of earnable compensation. Effective October 1, 2012, certified law enforcement, correctional officers, and firefighters of the ERS are required by statute to contribute 8.50% of earnable compensation. State Police of the ERS contribute 10.00% of earnable compensation. ERS local participating employers are not required by statute to increase contribution rates for their members. Tier 2 covered members of the ERS contribute 6.00% of earnable compensation to the ERS as required by statute. Tier 2 certified law enforcement, correctional officers, and firefighters of the ERS are required by statute to contribute 7.00% of earnable compensation. Tier 2 State Police members of the ERS contribute 10.00% of earnable compensation. These contributions rates are the same for Tier 2 covered members of ERS local participating employers. The ERS establishes rates based upon an actuarially determined rate recommended by an independent actuary. The actuarially determined rate is the estimated amount necessary to finance the costs of benefits earned by employees during the year, with additional amounts to finance any unfunded accrued liability, the pre-retirement death benefit, and administrative expenses of the Plan. For the year ended September 30, 2016, the City’s average active employee contribution rate was 5.76% of covered employee payroll, and the City’s average employer contribution rate to fund the normal and accrued liability costs was 9.54% of covered employee payroll. The City’s contractually required contribution rate for the year ended September 30, 2016 was 9.55% of pensionable pay for Tier 1 employees, and 7.33% of pensionable pay for Tier 2 employees. These required contribution rates are based upon the actuarial valuation dated September 30, 2013, a percent of annual pensionable payroll, and actuarially determined as an amount that, when combined with member contributions, is expected to finance the costs of benefits earned by members during the year, with an additional amount to finance any unfunded accrued liability. Total employer contributions to the pension plan from the City were $1,436,237 for the year ended September 30, 2016. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 58 NOTE 8 - PENSION PLAN: (continued) The City’s net pension liability was measured as of September 30, 2015, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of September 30, 2014 rolled forward to September 30, 2015 using standard roll-forward techniques as shown in the following table: EXPECTED ACTUAL (a) Total pension liability as of September 30, 2014 49,766,427$ 49,227,839$ (b)Entry age normal cost for October 1, 2014 - September 30, 2015 1,212,096 1,212,096 (c) Actual benefit payments and refunds for October 1, 2014 - September 30, 2015 (2,315,181) (2,315,181) (d)Total pension liability as of September 30, 2015 = [(a) x (1.08)] + (b) - [(c) x (1.04)] 52,552,049$ 51,970,374$ (e) Difference between expected and actual experience (gain)/loss (581,675)$ Actuarial assumptions - The total pension liability in the September 30, 2014 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 3.00% Salary increases 3.75% - 7.25% Investment rate of return * 8.00% * Net of pension plan investment expense Mortality rates for ERS were based on the RP-2000 Combined Mortality Table Projected with Scale AA to 2015 set forward three years for males and two years for females. The rates of mortality for the period after disability retirement are according to the sex distinct RP-2000 Disability Mortality Table. The actuarial assumptions used in the September 30, 2014 valuation were based on the results of an actuarial experience study for the period October 1, 2005 to September 30, 2010. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 59 NOTE 8 - PENSION PLAN: (continued) The long-term expected rate of return on pension plan investments was determined using a log-normal distribution analysis in which best-estimate ranges of expected future real rates of return (expected returns, net of pension plan investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The target asset allocation and best estimates of geometric real rates of return for each major asset class are as follows: LONG-TERM EXPECTED TARGET RATE OF ALLOCATION RETURN Fixed income 25.00% 5.00% Domestic large cap equity 34.00% 9.00% Domestic mid cap equity 8.00% 12.00% Domestic small cap equity 3.00% 15.00% International developed equity 15.00% 11.00% Emerging market equity 3.00% 16.00% Real estate 10.00% 7.50% Cash equivalents 2.00% 1.50% Total 100.00% Discount rate - The discount rate used to measure the total pension liability was the long-term rate of return, 8.00%. The projection of cash flows used to determine the discount rate assumed that plan member contributions will be made at the current contribution rate and that the employer contributions will be made in accordance with the funding policy adopted by the ERS Board of Control. Based on those assumptions, components of the pension plan's fiduciary net position were projected to be available to make all projected future benefit payments of current plan members. Therefore, the long- term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 60 NOTE 8 - PENSION PLAN: (continued) Changes in net pension liability: TOTAL PLAN NET PENSION FIDUCIARY PENSION LIABILITY NET POSITION LIABILITY (a) (b) (a)-(b) Balances at September 30, 2014 49,766,427$ 37,968,070$ 11,798,357$ Changes for the year: Service cost 1,212,096 1,212,096 Interest 3,888,707 3,888,707 Changes of assumptions Difference between expected and actual experience (581,675) (581,675) Contributions - employer 1,209,263 (1,209,263) Contributions - employee 806,208 (806,208) Net investment income 447,754 (447,754) Benefit payments, including refunds (2,315,181) (2,315,181) Transfer amount employers (153,992) 153,992 Net changes 2,203,947 (5,948) 2,209,895 Balances at September 30, 2015 51,970,374$ 37,962,122$ 14,008,252$ INCREASE (DECREASE) of employee contributions Sensitivity of the net pension liability to changes in the discount rate - The following table presents the City’s net pension liability calculated using the discount rate of 8.00%, as well as what the City’s proportionate share of the net pension liability would be if it were calculated using a discount rate that is 1-percentage point lower (7.00%) or 1-percentage point higher (9.00%) than the current rate: 1.00% CURRENT 1.00% DECREASE RATE INCREASE (7.00%) (8.00%) (9.00%) City's net pension liability 20,716,037$ 14,008,252$ 8,376,339$ CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 61 NOTE 8 - PENSION PLAN: (continued) Pension plan fiduciary net position - Detailed information about the pension plan's fiduciary net position is available in the separately issued RSA Comprehensive Annual Report for the fiscal year ended September 30, 2015. The supporting actuarial information is included in the GASB Statement No. 68 Report for the ERS prepared as of September 30, 2015. The auditor's report dated October 17, 2016 on the schedule of changes in fiduciary net position by employer and accompanying notes is also available. The additional financial and actuarial information is available at www.rsa- al.gov. For the year ended September 30, 2016, the City recognized pension expense of $1,640,767. At September 30, 2016, the City reported deferred outflows of resources and deferred inflows of resources related to pensions of the following sources: DEFERRED DEFERRED OUTFLOWS OF INFLOWS OF RESOURCES RESOURCES Differences between expected and actual experience 501,993$ Net differences between projected and actual earnings on pension plan investments 1,239,475$ Employer contributions subsequent to the measurement date 1,436,236 Totals 2,675,711$ 501,993$ CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 62 Amounts reported as deferred outflows for employer contributions subsquent to the measurement date will be recognized as a reduction of the net pension liability in the year ending September 30, 2017. Amounts reported as deferred inflows and outflows of resources to pensions will be recognized in pension expense as follows: YEAR ENDED SEPTEMBER 30: 162,040$ 162,040 162,041 434,626 (79,682) Thereafter (103,583) 2017 2018 2019 2020 2021 NOTE 9 - POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS: The City of Prattville, Alabama 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 years when it will be paid. The City recognizes the cost of post- employment healthcare in the year when employee services are received, reports the accumulated liability from prior years, and provides information useful in assessing potential demands on the City’s future cash flows. The recognition of the liability accumulated from prior years will be phased in over 30 years, commencing with the 2009 liability. Plan description - The City of Prattville, Alabama’s medical benefits are provided through a comprehensive medical plan and are made available to employees upon actual retirement. The employees are covered by the Retirement System of Alabama and must meet the eligibility provisions adopted by resolution to receive retiree medical benefits. The earliest retirement eligibility provisions are as follows: 25 years of service at any age; or, age 60 and 10 years of service (called "Tier I members). Employees hired on and after January 1, 2013 (called "Tier II" members) are eligible to retire only after attainment of age 62 or later completion of 10 years of service. Benefit provisions and contribution requirements of the plan may be established or amended by the Council. Contribution rates - Employees do not contribute to their post employment benefits costs until they become retirees and begin receiving those benefits. The plan provisions and contribution rates are contained in the official plan documents. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 63 NOTE 9 - POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS: (continued) The number of participants as of October 1, 2014, the effective date of the biannual actuarial valuation, are as follows: NUMBER OF ENROLLEES Active employees 310 Retired employees 8 Total 318 Funding policy - Until fiscal year ended September 30, 2008, the City of Prattville, Alabama recognized the cost of providing post-employment medical benefits (the City of Prattville, Alabama’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 ended September 30, 2016, the City of Prattville, Alabama’s portion of health care funding cost for retired employees totaled $24,237. These amounts were applied toward the net OPEB obligation as shown in the table below. Annual required contribution - The City of Prattville, Alabama’s Annual Required Contribution (ARC) is an amount actuarially determined in accordance with GASB 45. The ARC is the sum of the Normal Cost plus the contribution to amortize the Unfunded Actuarial Accrued Liability (UAAL). A level dollar, open amortization period of 30 years, (the maximum amortization period allowed by GASB 45) has been used for the post-employment benefits. The total ARC for the fiscal year beginning October 1, 2015 is $465,168, as set forth below: MEDICAL Normal cost 235,543$ 30 year unfunded AAL amortization amount 229,625 Annual required contribution (ARC) 465,168$ CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 64 NOTE 9 - 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 465,168$ Interest on net OPEB obligation 109,646 Adjustment to annual required contribution (158,520) Annual OPEB cost 416,294 Contributions made -0- Current year retiree premium (24,237) Increase in net OPEB obligation 392,057 Net OPEB obligation - beginning of year 2,741,135 Net OPEB obligation - end of year 3,133,192$ The City’s annual OPEB cost, percentage of the cost contributed, and the net OPEB obligation for fiscal year 2016 and the previous two years is as follows: PERCENTAGE POST- OF ANNUAL EMPLOYMENT FISCAL YEAR ANNUAL COST NET OPEB BENEFIT ENDED OPEB COST CONTRIBUTED OBLIGATION Medical September 30, 2014 424,616$ 13.35% 2,358,350$ Medical September 30, 2015 405,227 5.54% 2,741,136 Medical September 30, 2016 416,293 5.54% 3,133,192 CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 65 NOTE 9 - POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS: (continued) Funded status and funding progress - As of September 20, 2016, the actuarial accrued liability for benefits was $4,129,618 all of which was unfunded. The covered payroll (annual payroll of active employees covered by the plan) was $15,341,314 and the ratio of the unfunded actuarial liability to the covered payroll was 26.92% as presented in the following table: MEDICAL Actuarial accrued liability (AAL) 4,129,618$ Actuarial value of plan assets -0- Unfunded actuarial accrued liability (UAAL) 4,129,618$ Funded ratio (Actuarial value assets/AAL) -0-% Covered payroll (active plan members) 15,341,314$ UAAL as a percentage of covered payroll 26.92% 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 (1) turnover rate; (2) retirement rate; (3) health care cost trend rate; (4) mortality rate; (5) discount rate (investment return assumption); and (6) the period to which the costs apply (past, current, or future years of service by employees). Actuarially determined amounts are subject to continual revision as actual results are compared to past expectations and new estimates are made about the future. The actuarial calculations are based on the types of benefits provided under the terms of the substantive plan (the plan as understood by the City and its employee plan members) at the time of the valuation and on the pattern of sharing costs between the City of Prattville, Alabama and its plan members to that point. The projection of benefits for financial reporting purposes does not explicitly incorporate the potential effects of legal or contractual funding limitations on the pattern of cost sharing between the City and plan members in the future. Consistent with the long-term perspective of actuarial calculations, the actuarial methods and assumptions used include techniques that are designed to reduce short-term volatility in actuarial liabilities and the actuarial value of assets. The following significant assumptions were made: Actuarial cost method - The ARC is determined using the projected unit credit actuarial cost method. The employer portion of the cost for retiree medical care in each future year is determined by projecting the current cost levels using the healthcare cost trend rate and discounting this projected amount to the valuation date using the other described pertinent actuarial assumptions, including the investment return assumption (discount rate), mortality, and turnover. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 66 NOTE 9 - POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS: (continued) Actuarial value of plan assets - There are not any plan assets. It is anticipated that in future valuations, should funding take place, a smoothed market value consistent with Actuarial Standards Board ASOP 6, as provided in paragraph number 125 of GASB Statement 45 would be used. Turnover rate - An age-related turnover scale based on actual experience has been used. The rates, when applied to the active employee census, produce a composite average annual turnover of approximately 9%. It has further been assumed that 10% of retirees decline coverage because of the substantial retiree contribution required. Post-employment benefit plan eligibility requirements - Based on past experience, it has been assumed that entitlement to benefits will commence immediately upon retiree coverage eligibility, as described under “Plan Description”. In addition, “Tier II” retirement plan members (those hired on and after January 1, 2013) would not be eligible to retire before age 62. Medical benefits are provided to employees upon actual retirement. Investment return assumption (discount rate) - GASB Statement 45 states that the investment return assumption should be the estimated long-term investment yield on the investments that are expected to be used to finance the payment of benefits (that is, for a plan which is funded). Based on the assumption that the ARC will not be funded, a 4% annual investment return has been used in this valuation. Health care cost trend rate - The expected rate of increase in medical cost is based on a graded schedule beginning with 8% annually, down to an ultimate annual rate of 5.0% for ten years out and later. Mortality rate - The 1994 Group Annuity Reserving (94GAF) table, projected to 2002, based on a fixed blend of 50% of the unloaded male mortality rates and 50% of the unloaded female mortality rates, is used. This is a recently published mortality table which has been used in determing the value of accrued benefits in defined benefit pension plans. Projected future mortality improvement has not been used since it is the actuary’s opinion that this table contains sufficiently conservative margin for the population involved in this valuation. 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 for the retiree and dependents (except for the incentive retirees), but it is based on the active/retiree blended rate. Therefore, 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, the actuary has 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, if any. Retiree coverage ceases at age 65. Inflation rate - Included in both the Investment Return Assumption and the Healthcare Cost Trend rates above is an implicit inflation assumption of 2.50% annually. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 67 Projected salary increases - This assumption is not applicable since neither the benefit structure nor the valuation methodology involves salary. Post-retirement benefit increases - The plan benefit provisions in effect for retireees as of the valuation date have been used and it has been assumed for valuation purposes that there will not be any changes in the future. NOTE 10 - 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. 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 City. NOTE 11 - 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 property, general liability claims, and title insurance and has effectively managed risk through various employee education and prevention programs. All risk management activities are accounted for in the general fund. The City has estimated that the amount of actual or potential claims against the City as of September 30, 2016, 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 (an internal service 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. The estimate of the claims liability 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 $110,000. Changes in the balances of claims liabilities during the year are as follows: CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 68 EMPLOYEES' MEDICAL INSURANCE FUND 2016 2015 Unpaid claims, beginning of fiscal year 231,700$ 184,000$ Incurred claims (including IBNRs) 3,821,672 3,698,384 Claim payments (3,858,972) (3,650,684) Unpaid claims, end of fiscal year 194,400$ 231,700$ NOTE 12 - RELATED PARTY TRANSACTIONS: The City Council appoints members of the Water Works Board of the City of Prattville. The City utilizes the Water Works Board of the City of Prattville as the collection agent for the sewer and sanitation services. The City recognizes revenue for services when billed by the Water Works Board of the City of Prattville. The receivable from the Water Works Board of the City of Prattville for sewer and sanitation collection fees at September 30, 2016 was $539,959. 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 1. The receivable from the Water Works Board of the City of Prattville for license fees at September 30, 2016 was $142,871. Total collection fees retained by the Water Works Board of the City of Prattville for the services described above were $331,337 for the year ended September 30, 2016. On May 1, 2006, the City of Prattville, Alabama entered into a lease agreement with the Historic Prattville Redevelopment Authority (HPRA), a component unit, to lease a building on West 4th Street. The term of the lease is five years with quarterly rent payments of $8,183. For the fiscal year ended September 30, 2016, the City remitted $83,123 to the HPRA which includes the City’s obligation on the quarterly rent payments plus an operating subsidy. The lease agreement was terminated effective March 1, 2016. Effective March 1, 2016, the City entered into a lease agreement with the HPRA for a building to be used by the police, fire, and information technology divisions, and the Autauga County EMA. The lease agreement is for 30 years with annual payments of $249,000. The City intends to fund the payment through lodging taxes. For the fiscal year ended September 30, 2016, the City remitted $134,846 in rental payments to the HPRA. As of September 30, 2016, the City owed $18,042 to the HPRA. As described in Note 6, HPRA issued Series 2016 Bonds in the amount of $4,780,000, secured by the lease from the City, to complete the necessary renovations to the building. The City appropriated $300,000 to the Library and $131,489 to the Airport Authority, component units, during the fiscal year ended September 30, 2016. These appropriations made were, or will be used, as operating and capital subsidies. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 69 NOTE 13 - FUNDING AGREEMENTS: On September 1, 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 to 2.5% of the gross proceeds of such sales through the earlier date of September 2026 or full payment of bonds. The Limited Obligation Taxable Economic Development Bonds (Bass Pro Project), Series 2006 do not constitute an obligation of the City of Prattville, Alabama. In December 2008, the City of Prattville, Alabama entered into a funding agreement with The Exchange Cooperative District (the District), a public corporation to provide assistance in connection with proposed financing, construction, and installation of a retail shopping facility and related improvements in the City (the Project). The funding agreement provides that the City agrees to collect Project sales tax revenues and remit 50% 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 District 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 14 - 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 of no less than $325,000 for a period of 20 years. Monthly payments on the commitment commenced when the facility became operational in July 2004. These annual payments include facility rental payments of $160,000 and operating cost of a minimum of $165,000. The City paid a total of $353,719 during the fiscal year ended September 30, 2016. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 70 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, 2016 was $110,295. As of September 30, 2016, commitments to contractors on capital projects are as follows: Commitments 3,173,275$ Spent-to-date (1,947,375) Remaining commitments 1,225,900$ Commitments to contractors on capital projects for the Historic Prattville Redevelopment Authority as of September 30, 2016, are as follows: Commitments 2,170,390$ Spent-to-date (1,685,957) Remaining commitments 484,433$ NOTE 15 - 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. 75, Accounting and Financial Reporting for Post-employment Benefits other than Pensions will improve the usefulness of information about post- employment benefits other than pensions (other post-employment benefits or OPEB) included in the general purpose external financial reports of state and local governmental OPEB plans for making decisions and assessing accountability. Requirements for this Statement are effective for financial statements whose fiscal year begins after June 15, 2017. GASB Statement No. 77, Tax Abatement Disclosures. This statement requires state and local governments, for the first time, to disclose information about tax abatement agreements. It requires governments to disclose information about their own tax abatements separately from information about tax abatements that are entered into by other governments and reduce the reporting government’s tax revenues. Requirements for this Statement are effective for financial statements whose fiscal year begins after December 15, 2015. CITY OF PRATTVILLE, ALABAMA NOTES TO FINANCIAL STATEMENTS SEPTEMBER 30, 2016 71 GASB Statement No. 80, Blending Requirements for Certain Component Units. This statement is an amendment of GASB Statement No. 14 and seeks to improve financial reporting by clarifying the financial statement presentation requirements for certain component units. The statement amends the blending requirements established in GASB Statement No. 14. Requirements for this Statement are effective for financial statements whose fiscal year begins after June 15, 2016. GASB Statement No. 81, Irrevocable Split Interest Agreements. This statement seeks to improve accounting and financial reporting for irrevocable split-interest agreements created through trusts or through other legally enforceable agreements with characteristics that are equivalent to irrevocable split-interest agreements in which a donor irrevocably transfers resources to an intermediary, and the intermediary administers these resources for the unconditional benefit of a government and at least one other beneficiary. Requirements for this statement are effective for financial statements whose fiscal year begins after December 15, 2016. GASB Statement No. 82, Pension Issues. This statement addresses issues regarding (1) the presentation of payroll-related measures in required supplementary information; (2) the selection of assumptions and the treatment of deviations from the guidance in an Actuarial Standard of Practice for financial reporting purposes; and (3) the classification of payments made by employers to satisfy employee (plan member) contribution requirements. The City has adopted this statement for the fiscal year ended September 30, 2016. GASB Statement No. 83, Certain Asset Retirement Obligations. Among other things, this statement establishes criteria for determining the timing and the pattern of recognition of a liability and a corresponding deferred outflow of resources for asset retirement obligations (ARO), and requires (1) that recognition occur when the liability is both incurred and reasonably estimable; (2) the measurement of an ARO to be based on the best estimate of the current value of outlays expected to be incurred; (3) the current value of a government’s AROs to be adjusted for the effects of general inflation or deflation at least annually; (4) a government to evaluate all relevant factors at least annually to determine whether the effects of one or more of the factors are expected to significantly change the estimated asset retirement outlays; and (5) disclosure of information concerning the nature of a government’s AROs, the methods and assumptions used for the estimates of the liabilities, and the estimated remaining useful life of the associated tangible capital assets. Requirements for this Statement are effective for financial statements whose fiscal year begins after June 15, 2018. NOTE 16 - SUBSEQUENT EVENTS: The City has evaluated subsequent events through March 24, 2017 which is the date these financial statements were available to be issued. All subsequent events requiring recognition as of September 30, 2016 have been incorporated into these financial statements. REQUIRED SUPPLEMENTARY INFORMATION 2015 2014 TOTAL PENSION LIABILITY: Service cost 1,212,096$ 1,171,241$ Interest 3,888,707 3,680,319 Differences between expected and actual experience (581,675) (2,315,181) (2,178,239) 2,203,947 2,673,321 49,766,427 47,093,106 51,970,374$ 49,766,427$ PLAN FIDUCIARY NET POSITION: Contributions - employer 1,209,263$ 1,157,444$ Contributions - member 806,208 755,114 Net investment income 447,754 4,089,766 Benefit payments, including refunds of employee contributions (2,315,181) (2,178,239) Transfers among employers (153,992) (148,504) Net change in plan fiduciary net position (5,948) 3,675,581 Plan net position - beginning 37,968,070 34,292,489 Plan net position - end (b) 37,962,122$ 37,968,070$ Net pension liability - ending (a) - (b)14,008,252$ 11,798,357$ Plan fiduciary net position as a percentage of the total pension liability 73.05% 76.29% Covered employee payroll 14,118,970$ 13,328,666$ Net pension liability as a percentage of covered employee payroll 99.22% 88.52% Notes to Schedule: 2. The measurement date for the City's net pension liability is September 30, one year prior to the City's fiscal year. 3. Covered employee payroll is the total payroll paid to covered employees during the measurement period. 1. This schedule is to be built prospectively until it contains ten years of data. Total pension liability - beginning Total pension liability - end (a) CITY OF PRATTVILLE, ALABAMA SCHEDULE OF CHANGES IN THE CITY'S NET PENSION LIABILITY LAST TEN FISCAL YEARS ENDING SEPTEMBER 30 Benefit payments, including refunds of employee contributions Net change in total pension liability REQUIRED SUPPLEMENTARY INFORMATION AND RELATED RATIOS 72 2016 2015 Actuarially determined contribution 1,436,237$ 1,258,700$ Contributions in relation to the actuarially determined contribution 1,436,237 1,258,700 -$ -$ 15,059,971$ 14,118,970$ Contributions as a percentage of covered employee payroll 9.54% 8.91% Notes to Schedule: Actuarial cost method Entry age Amortization method Level percent closed Remaining amortization method 26 years Asset valuation method Five year smoothed market Inflation 3.00% Salary increases 3.75 - 7.25%, including inflation Investment rate of return Covered employee payroll 4. Methods and assumptions used to determine the contribution rates: 5. Covered employee payroll represents total payroll paid to covered employees for the City's fiscal year ended September 30. 1. This schedule is to be built prospectively until it contains ten years of data. 2. Actuarially determined contribution rates are calculated as of September 30, three years prior to the end of the fiscal year in which contributions are reported. 3. Contribution rates for fiscal year 2016 were based on the September 30, 2013 actuarial valuation. 8.00%, net of pension plan investment expense, including inflation REQUIRED SUPPLEMENTARY INFORMATION CITY OF PRATTVILLE, ALABAMA SCHEDULE OF EMPLOYER CONTRIBUTIONS TO THE PENSION PLAN LAST TEN FISCAL YEARS Contribution deficit (excess) 73 ACTUARIAL UAAL AS A ACCRUED PERCENTAGE ACTUARIAL LIABILITY UNFUNDED OF ACTUARIAL VALUE OF (AAL) AAL FUNDED COVERED COVERED VALUATION ASSETS UNIT CREDIT (UAAL) RATIO PAYROLL PAYROLL DATE (a) (b) (b-a) (a/b) (c) ((b-a)/c) September 30, 2013 -$ 4,002,952$ 4,002,952$ 0.0% 13,721,319$ 29.17% September 30, 2014 - 3,970,787 3,970,787 0.0% 14,118,970 28.12% September 30, 2015 - 4,129,618 4,129,618 0.0% 15,341,314 26.92% CITY OF PRATTVILLE, ALABAMA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF FUNDING PROGRESS OF THE CITY'S POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS LAST THREE FISCAL YEARS 74 OTHER SUPPLEMENTARY INFORMATION CITY OF PRATTVILLE, ALABAMA ACTUAL AMOUNTS VARIANCE BUDGETARY WITH ORIGINAL FINAL BASIS BUDGET REVENUES: Lodging taxes 298,300$ 298,300$ 305,483$ 7,183$ Intergovernmental revenues 4,690,000 4,690,000 1,019,832 (3,670,168) Interest income 9,048 9,048 Total revenues 4,988,300 4,988,300 1,334,363 (3,653,937) EXPENDITURES: Current operations: Public works 10,197,500 10,304,527 2,037,720 8,266,807 Total expenditures 10,197,500 10,304,527 2,037,720 8,266,807 EXCESS (DEFICIT) OF REVENUES OVER EXPENDITURES (5,209,200) (5,316,227) (703,357) 4,612,870 OTHER FINANCING SOURCES (USES): Insurance proceeds 48,676 48,676 Transfers in 1,353,068 1,353,068 Transfers out (29,136) (29,136) Issuance of bonds 825,000 825,000 Total other financing sources 2,197,608 2,197,608 NET CHANGE IN FUND BALANCE BUDGETARY BASIS (5,209,200)$ (5,316,227)$ 1,494,251 6,810,478$ Deduct other reconciling items to adjust from budgetary basis to modified accrual basis: Change in encumbrances 129,558 129,558 NET CHANGE IN FUND BALANCE, MODIFIED ACCRUAL BASIS 1,623,809 FUND BALANCE AT BEGINNING OF YEAR 3,884,933 FUND BALANCE AT END OF YEAR 5,508,742$ STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL CAPITAL PROJECTS FUND FOR THE YEAR ENDED SEPTEMBER 30, 2016 BUDGETED AMOUNTS 75 CITY OF PRATTVILLE, ALABAMA ACTUAL AMOUNTS VARIANCE BUDGETARY WITH ORIGINAL FINAL BASIS BUDGET REVENUES: Interest income 64$ 64$ Total revenues 64 64 EXPENDITURES: Debt service: Principal payments 2,589,934$ 3,084,934$ 2,920,444 164,490 Interest payments 1,306,736 1,306,736 1,209,029 97,707 Total expenditures 3,896,670 4,391,670 4,129,473 262,197 EXCESS (DEFICIT) OF REVENUES OVER EXPENDITURES (3,896,670) (4,391,670) (4,129,409) 262,261 OTHER FINANCING SOURCES (USES): Transfers in 241,610 241,610 4,129,452 3,887,842 Total other financing sources 241,610 241,610 4,129,452 3,887,842 NET CHANGE IN FUND BALANCE, BUDGETARY BASIS (3,655,060)$ (4,150,060)$ 43 4,150,103$ Deduct other reconciling items to adjust from budgetary basis to modified accrual basis: Change in encumbrances NET CHANGE IN FUND BALANCE, MODIFIED ACCRUAL BASIS 43 FUND BALANCE AT BEGINNING OF YEAR 7 FUND BALANCE AT END OF YEAR 50$ STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL DEBT SERVICE FUND FOR THE YEAR ENDED SEPTEMBER 30, 2016 BUDGETED AMOUNTS 76 CONTENTS PAGE Financial trends 77 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 82 These schedules contain information to help the reader assess the factors affecting the City's ability to generate its sales taxes. Debt capacity 86 These schedules present information to help the reader assess the affordability of the City's current levels of outstanding debt and the City's ability to issue additional debt in the future. Demographic and economic information 90 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 governments. Operating information 93 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. This part of the City of Prattville, Alabama's comprehensive annual financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the City's overall financial health. Sources: Unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports. STATISTICAL SECTION 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 GOVERNMENTAL ACTIVITIES: Net investment in capital assets 23,286,126$ 26,252,599$ 27,913,767$ 28,197,019$ 33,144,191$ 31,400,291$ 36,021,544$ 36,578,653$ 39,468,399$ 43,629,725$ Restricted 6,911,387 6,238,962 3,761,598 851,251 653,478 803,180 901,190 975,467 1,568,412 1,800,916 Unrestricted (28,162,924) (42,378,700) (44,366,960) (46,256,970) (42,282,379) (35,254,724) (30,215,385) (24,140,154) (28,898,955) (24,934,891) Total governmental activities net position 2,034,589$ (9,887,139)$ (12,691,595)$ (17,208,700)$ (8,484,710)$ (3,051,253)$ 6,707,349$ 13,413,966$ 12,137,856$ 20,495,750$ BUSINESS-TYPE ACTIVITIES: Net investment in capital assets 3,751,152$ 4,236,099$ 4,402,643$ 6,384,146$ 7,367,599$ Unrestricted 1,467,034 2,446,415 3,281,842 838,425 666,650 Total business-type activities net position -$ -$ -$ -$ -$ 5,218,186$ 6,682,514$ 7,684,485$ 7,222,571$ 8,034,249$ PRIMARY GOVERNMENT: Net investment in capital assets 23,286,126$ 26,252,599$ 27,913,767$ 28,197,019$ 33,144,191$ 35,151,443$ 40,257,643$ 40,981,296$ 45,852,545$ 50,997,324$ Restricted 6,911,387 6,238,962 3,761,598 851,251 653,478 803,180 901,190 975,467 1,568,412 1,800,916 Unrestricted (28,162,924) (42,378,700) (44,366,960) (46,256,970) (42,282,379) (33,787,690) (27,768,970) (20,858,312) (28,060,530) (24,268,241) Total primary government activities net position 2,034,589$ (9,887,139)$ (12,691,595)$ (17,208,700)$ (8,484,710)$ 2,166,933$ 13,389,863$ 21,098,451$ 19,360,427$ 28,529,999$ Note: Periods prior to 2013 have not been retroactively restated for the impact of Statement No. 65 of the Governmental Accounting Standards Board: Items Previously Reported as Assets and Liabilities. Note: Periods prior to 2015 have not been retroactively restated for the impact of Statement No. 68 of the Governmental Accounting. Standards Board: Accounting and Financial Reporting for Pensions or for the impact of Statement No. 71 of the Governmental Accounting. Standards Board: Pension Transition for Contributions Made Subsequent to the Measurement Date . CITY OF PRATTVILLE, ALABAMA SCHEDULE 1 NET POSITION BY COMPONENT (accrual basis of accounting) 77 GOVERNMENTAL ACTIVITIES 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 EXPENSES: Governmental activities: General government 5,350,008$ 6,765,361$ 8,093,740$ 9,124,172$ 6,984,318$ 6,868,707$ 6,649,800$ 7,250,279$ 7,619,638$ 8,280,428$ Public safety 11,610,724 13,028,713 13,401,417 14,719,827 13,369,083 12,918,701 14,115,911 14,094,661 15,125,945 16,385,499 Public works 6,548,115 20,541,104 8,005,500 8,755,792 7,235,404 3,518,015 3,703,761 5,180,698 6,019,336 6,451,296 Cultural and recreational 2,381,700 2,502,375 2,549,480 2,449,184 2,080,642 1,766,958 1,830,376 1,980,775 2,021,877 2,204,798 Interest on long-term debt 2,047,213 2,327,227 2,445,024 2,585,660 2,460,545 2,195,048 1,971,907 1,727,232 917,762 943,460 Total governmental activities expenses 27,937,760 45,164,780 34,495,161 37,634,635 32,129,992 27,267,429 28,271,755 30,233,645 31,704,558 34,265,481 PROGRAM REVENUES: Governmental activities: Charges for services: General government 4,654,085 5,183,865 4,901,819 4,874,993 4,990,894 5,351,940 5,525,847 5,499,156 5,973,943 5,971,164 Public safety 1,464,651 1,781,289 1,201,853 1,287,322 1,553,044 1,517,963 1,661,549 1,709,921 1,411,107 1,104,211 Public works 3,969,798 3,930,206 3,928,435 4,412,889 5,400,680 264,744 Cultural and recreational 303,580 318,697 261,429 265,044 238,279 234,899 209,031 251,562 257,548 289,834 Operating grants and contributions 385,083 460,308 313,602 206,761 193,703 112,012 224,060 71,025 17,820 135,291 Capital grants and contributions 1,245,578 1,975,504 2,037,803 2,122,469 5,847,250 2,658,548 4,641,690 1,417,033 3,953,219 4,596,515 Total governmental activities program revenues 12,022,775 13,649,869 12,644,941 13,169,478 18,223,850 10,140,106 12,262,177 8,948,697 11,613,637 12,097,015 Total primary government net expense (15,914,985) (31,514,911) (21,850,220) (24,465,157) (13,906,142) (17,127,323) (16,009,578) (21,284,948) (20,090,921) (22,168,466) GENERAL REVENUES AND OTHER CHANGES IN NET POSITION: Governmental activities: Taxes: Sales taxes 12,553,609 13,188,413 13,221,492 14,139,501 16,691,014 19,736,422 20,602,498 21,221,765 22,112,831 23,261,064 Real and personal property taxes 2,065,975 2,273,782 2,481,450 2,500,129 2,545,751 2,688,777 2,651,051 2,690,055 2,614,090 2,812,535 Motor fuel taxes 243,557 239,897 238,361 240,547 239,616 Lodging taxes 1,184,254 1,185,871 1,012,104 1,063,067 1,090,108 1,025,328 1,201,424 1,647,626 1,804,447 1,898,959 Local gasoline taxes 822,558 874,676 913,279 899,562 886,135 898,009 906,939 941,261 970,304 1,015,531 Alcoholic beverage taxes 277,260 279,493 281,722 286,497 291,914 295,533 311,045 408,900 273,579 356,953 Rental taxes 293,337 228,743 247,575 239,858 300,750 326,620 315,191 346,089 377,964 388,975 Tobacco taxes 137,009 135,752 147,490 149,222 155,641 155,396 142,723 134,656 136,220 121,636 Excise taxes 97,585 72,181 67,061 18,972 16,647 18,749 70,817 65,949 79,780 77,436 Intergovernmental 17,753 9,092 9,159 161,534 153,240 286,883 Investment earnings 644,767 232,387 39,410 42,318 32,621 26,685 69,467 164,964 62,586 93,022 Miscellaneous revenue 530,544 872,896 386,661 206,845 226,695 476,471 625,501 359,099 460,002 500,249 Gain on sale of capital assets 54,747 36,300 Transfers (3,374,093) (200,000) Total governmental activities general revenues and other changes in net position 18,868,208 19,593,183 19,045,764 19,948,052 22,630,132 22,560,780 26,696,656 28,035,111 28,928,103 30,526,360 Total governmental activities change in net position 2,953,223$ (11,921,728)$ (2,804,456)$ (4,517,105)$ 8,723,990$ 5,433,457$ 10,687,078$ 6,750,163$ 8,837,182$ 8,357,894$ 78 SCHEDULE 2 CHANGES IN NET POSITION (accrual basis of accounting) CITY OF PRATTVILLE, ALABAMA 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 BUSINESS-TYPE ACTIVITIES: EXPENSES: Sanitation 2,069,318$ 2,230,497$ 2,463,315$ 2,539,325$ 2,886,650$ Wastewater 2,515,354 2,770,077 2,763,675 2,852,233 2,869,892 Total business-type activities expenses 4,584,672 5,000,574 5,226,990 5,391,558 5,756,542 REVENUES: Charges for services: Sanitation 2,392,771 2,447,844 2,452,098 2,457,400 2,550,392 Wastewater 3,874,248 3,851,668 3,729,267 3,911,891 3,994,729 Capital grants and contributions: Wastewater 160,324 30,401 Total business-type activities revenues 6,427,343 6,329,913 6,181,365 6,369,291 6,545,121 Total business-type activities net program revenue 1,842,671 1,329,339 954,375 977,733 788,579 OTHER CHANGES IN NET ASSETS: Miscellaneous revenue 1,422 3,448 5,055 4,382 4,852 Gain on sale of capital assets 42,306 18,247 Transfers 3,374,093 200,000 3,375,515 203,448 5,055 46,688 23,099 Total business-type activities change in net position -$ -$ -$ -$ -$ 5,218,186$ 1,532,787$ 959,430$ 1,024,421$ 811,678$ Total primary government change in net position 2,953,223$ (11,921,728)$ (2,804,456)$ (4,517,105)$ 8,723,990$ 10,651,643$ 12,219,865$ 7,709,593$ 9,861,603$ 9,169,572$ Note: Business-type activities prior to 2012 were accounted for as governmental activities. Note: Periods prior to 2013 have not been retroactively restated for the impact of Statement No. 65 of the Governmental Accounting Standards Board: Items Previously Reported as Assets and Liabilities. Note: Periods prior to 2015 have not been retroactively restated for the impact of Statement No. 68 of the Governmental Accounting. Standards Board: Accounting and Financial Reporting for Pensions or for the impact of Statement No. 71 of the Governmental Accounting. Standards Board: Pension Transition for Contributions Made Subsequent to the Measurement Date . 79 CITY OF PRATTVILLE, ALABAMA SCHEDULE 2 CHANGES IN NET POSITION (accrual basis of accounting) 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 GENERAL FUND: Reserved 944,030$ 1,181,267$ 1,043,077$ 821,293$ Unreserved (545,442) (744,577) (316,517) (2,313,284) Nonspendable 159,850$ 98,908$ 102,322$ 114,704$ 136,566$ 166,583$ Restricted 653,478 204,694 280,424 348,192 517,624 619,222 Committed 12,185 2,567,260 3,381,590 4,555,104 4,567,189 6,115,868 Assigned 172,653 1,235,310 261,383 468,838 792,720 822,832 Unassigned 550,285 1,099,168 3,053,554 5,643,011 6,555,450 7,056,740 Total general fund 398,588$ 436,690$ 726,560$ (1,491,991)$ 1,548,451$ 5,205,340$ 7,079,273$ 11,129,849$ 12,569,549$ 14,781,245$ ALL OTHER GOVERNMENTAL FUNDS: Reserved, reported in: Capital projects fund 2,607,652$ 2,510,352$ 2,371,105$ 618,868$ Reserved, reported in: Debt service fund 1,060,466 1,192,527 858,397 80,178 Unreserved, reported in: Special revenue funds 511,735 63,082 373,568 566,257 Unreserved, reported in: Debt service fund 255,061 (61,295) 169,558 Unreserved, reported in: Capital projects fund 2,445,873 2,471,886 25,258 (357,885) Nonspendable 2,299$ 377$ 283$ Restricted 480,627$ 598,486$ 620,766$ 670,828 1,050,795 1,181,744 Committed 20,573 305,771 601,804 913,792 Assigned 503,290 801,506 2,554,059 3,449,408 Unassigned 1 (14,167) Total all other governmental funds 6,880,787$ 6,176,552$ 3,797,886$ 907,418$ 480,627$ 598,486$ 1,144,630$ 1,780,404$ 4,207,035$ 5,531,060$ Note: Periods prior to 2011 have not been retroactively restated for the impact of Statement No. 54 of the Governmental Accounting Standards Board: Fund Balance Reporting and the Governmental Fund Type Definitions . CITY OF PRATTVILLE, ALABAMA SCHEDULE 3 FUND BALANCES OF GOVERNMENTAL FUNDS (modified accrual basis of accounting) 80 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 REVENUES: Taxes 17,675,144$ 18,478,809$ 18,610,534$ 19,537,355$ 22,217,576$ 25,144,834$ 26,201,688$ 27,456,301$ 28,369,215$ 29,933,089$ Licenses and permits 4,654,085 5,183,865 4,901,819 4,874,993 4,990,894 5,351,940 5,525,847 5,499,156 5,973,943 5,971,164 Intergovernmental revenues 222,043 302,118 343,156 217,701 153,240 548,280 1,103,096 1,428,058 2,220,039 1,461,037 Charges and fees for services 5,319,420 5,493,106 4,905,652 5,564,563 6,655,705 1,223,888 1,284,750 1,392,556 1,077,656 875,957 Fines and forfeitures 418,609 537,086 486,065 400,692 536,298 532,321 630,728 614,714 590,999 518,090 Interest 644,772 232,387 39,410 44,844 32,621 26,685 67,371 164,250 62,162 92,888 Miscellaneous 849,160 1,197,161 1,109,616 1,099,914 908,449 1,067,962 1,030,355 356,984 422,314 386,370 Total revenues 29,783,233 31,424,532 30,396,252 31,740,062 35,494,783 33,895,910 35,843,835 36,912,019 38,716,328 39,238,595 EXPENDITURES: Unreserved, reported in: Current: General governmental 5,261,945 6,280,215 6,318,533 7,537,961 5,973,871 5,757,564 5,039,571 5,931,830 5,875,170 6,178,913 Public safety 11,153,949 12,746,727 12,989,658 14,023,058 12,712,387 12,346,346 11,852,136 11,731,292 12,413,193 13,352,908 Public works 5,588,300 18,984,015 7,182,300 8,007,685 6,519,457 3,332,207 3,210,261 4,184,523 6,068,130 6,864,620 Cultural and recreation 2,005,573 2,152,013 2,488,332 2,371,770 1,749,355 1,434,309 1,436,057 1,565,707 1,627,648 1,904,284 Capital outlay 8,505,999 3,756,955 2,811,090 3,290,520 478,136 379,900 1,769,645 1,709,945 1,267,128 1,653,020 Debt service: Principal payments 1,418,665 1,445,912 1,816,556 2,331,364 9,073,190 4,070,296 4,011,121 2,941,830 4,548,721 2,988,986 Interest and fiscal charges 1,917,209 2,158,816 2,430,712 2,465,127 2,492,666 2,230,996 2,165,133 1,750,499 1,192,171 1,209,120 Bond issuance costs 366,450 217,411 83,464 93,782 139,216 Total expenditures 35,851,640 47,891,103 36,037,181 40,244,896 38,999,062 29,551,618 29,567,388 29,909,408 33,131,377 34,151,851 Excess of revenues over (under) expenditures (6,068,407) (16,466,571) (5,640,929) (8,504,834) (3,504,279) 4,344,292 6,276,447 7,002,611 5,584,951 5,086,744 OTHER FINANCING SOURCES (USES): Insurance proceeds 37,685 113,875 Transfers in 4,979,825 16,586,498 7,276,949 3,149,228 5,525,970 4,610,138 5,215,833 4,896,087 7,642,691 5,605,437 Transfers out (4,979,825) (16,586,498) (7,276,949) (3,149,228) (5,525,970) (4,699,055) (9,361,585) (7,064,464) (9,884,991) (8,377,837) Issuance of bonds 15,300,000 1,621,373 2,670,000 825,000 Issuance of refunding bonds 6,315,000 9,815,000 9,955,000 12,280,000 Issuance of notes payable 136,099 1,000,000 300,000 5,637,303 Proceeds from capital lease 307,808 451,767 930,760 260,000 258,310 Payment to refunded bonds escrow agent (6,322,926) (9,434,619) (10,067,843) (13,445,879) Sale of capital assets 46,779 24,192 Bond premium (discount) (87,428) 173,741 (90,999) 206,625 1,305,095 Total other financing sources (uses) 307,808 15,800,438 3,552,133 3,395,815 5,637,303 (88,917) (3,856,370) (2,074,595) (2,018,620) (1,551,023) Net change in fund balance (5,760,599)$ (666,133)$ (2,088,796)$ (5,109,019)$ 2,133,024$ 4,255,375$ 2,420,077$ 4,928,016$ 3,566,331$ 3,535,721$ Debt service as a percentage of noncapital expenditures 12.20% 9.00% 12.78% 13.54% 30.00% 21.61% 22.67% 17.04% 19.16% 13.58% 81 CITY OF PRATTVILLE, ALABAMA SCHEDULE 4 CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS (modified accrual basis of accounting) 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Apparel stores 44,057,973$ 49,891,510$ 61,766,373$ 72,438,782$ 81,049,639$ 78,698,228$ 78,722,449$ 78,062,472$ 81,324,939$ 83,018,889$ Food stores 75,830,662 70,156,573 73,331,244 71,839,635 77,704,211 76,108,625 77,168,242 80,331,913 83,355,426 84,503,834 Automotive 74,734,128 65,384,586 46,030,674 58,984,572 63,159,678 62,669,770 68,449,774 72,277,636 97,027,886 108,971,570 Manufacturing machine 1,225,203 1,813,517 1,512,332 1,512,272 1,855,136 2,025,097 16,665,875 6,477,693 3,872,261 Restaurants 62,844,097 51,658,420 53,838,468 62,888,874 69,407,860 72,159,819 83,073,365 99,976,397 104,080,558 107,071,561 Home furnishings and appliances 6,693,246 13,638,375 21,877,677 20,566,253 17,869,458 17,145,730 16,256,815 15,752,779 16,854,830 17,716,288 Building materials 36,036,047 48,684,662 39,460,896 39,128,465 41,682,202 40,414,350 42,467,529 42,313,771 45,417,305 49,249,400 Service stations 10,784,193 21,761,093 22,983,026 22,447,212 21,425,351 15,120,821 19,967,285 17,757,144 17,840,129 18,850,543 Other retail stores 149,544,076 256,892,888 244,770,686 262,697,325 266,079,295 253,682,787 259,689,798 256,775,123 266,688,466 287,794,171 Totals 460,524,422$ 579,293,310$ 565,872,561$ 612,503,450$ 639,889,966$ 617,855,266$ 647,820,354$ 679,913,110$ 719,067,232$ 761,048,517$ City direct sales tax rate 2.50% 2.50% 2.50% 2.50% 3.50% 3.50% 3.50% 3.50% 3.50% 3.50% Source: City's Finance Department. CITY OF PRATTVILLE, ALABAMA SCHEDULE 5 NET TAXABLE SALES BY CATEGORY 82 PERCENTAGE PERCENT OF PERCENTAGE PERCENT OF PERCENTAGE PERCENT OFNUMBER OF TAX REMITTED NUMBER OF TAX REMITTED NUMBER OF TAX REMITTED OF TAX TOTAL TAX BY TOP TEN OF TAX TOTAL TAX BY TOP TEN OF TAX TOTAL TAX BY TOP TEN FILERS LIABILITY LIABILITY TAXPAYERS FILERS LIABILITY LIABILITY TAXPAYERS FILERS LIABILITY LIABILITY TAXPAYERS Apparel stores 22 2,732,187$ 12.91% 5.49% 22 2,846,373$ 12.89% 7.70% 26 2,905,661$ 12.49% 7.40% Food stores 8 2,811,617 13.28% 11.62% 8 2,917,440 13.21% 11.70% 8 2,957,634 12.71% 11.40% Automotive 22 361,388 1.71% 24 485,139 2.20% 27 544,858 2.34% Machine 23 124,994 0.59% 22 48,583 0.22% 25 29,042 0.12% Restaurants 107 3,499,174 16.53% 104 3,642,820 16.50% 108 3,747,505 16.11% Home furnishings and appliances 11 551,347 2.60% 1.81% 12 589,919 2.67% 1.80% 11 620,070 2.67% 1.80% Building materials 8 1,480,982 7.00% 6.06% 8 1,589,606 7.20% 6.40% 7 1,723,729 7.41% 6.60% Service stations 25 621,500 2.94% 25 624,405 2.83% 23 659,769 2.84%Other retail stores 1,181 8,987,129 42.44% 10.50% 1,261 9,334,096 42.28% 8.25% 1,383 10,072,796 43.31% 7.50% Totals 1,407 21,170,318$ 100.00% 1,486 22,078,381$ 100.00% 1,618 23,261,064$ 100.00% PERCENTAGE PERCENT OF PERCENTAGE PERCENT OF PERCENTAGE PERCENT OF NUMBER OF TAX REMITTED NUMBER OF TAX REMITTED NUMBER OF TAX REMITTED OF TAX TOTAL TAX BY TOP TEN OF TAX TOTAL TAX BY TOP TEN OF TAX TOTAL TAX BY TOP TEN FILERS LIABILITY LIABILITY TAXPAYERS FILERS LIABILITY LIABILITY TAXPAYERS FILERS LIABILITY LIABILITY TAXPAYERS Apparel stores 17 2,300,008$ 13.81% 7.69% 20 2,754,438$ 13.99% 10.30% 22 2,755,286$ 13.40% 8.90% Food stores 8 2,205,072 13.24% 11.97% 8 2,663,802 13.53% 12.14% 8 2,700,888 13.13% 11.50% Automotive 27 315,798 1.90% 23 313,349 1.59% 23 342,249 1.66%Machine 25 11,342 0.07% 21 13,913 0.07% 22 15,188 0.07%Restaurants 95 1,969,640 11.83% 81 2,525,594 12.82% 85 2,907,568 14.14% Home furnishings and appliances 12 507,095 3.05% 2.18% 12 600,101 3.05% 2.23% 12 568,989 2.77% 2.00% Building materials 8 1,182,848 7.10% 6.20% 8 1,414,502 7.18% 6.41% 8 1,486,364 7.23% 6.30% Service stations 28 608,003 3.65% 25 529,229 2.69% 25 698,855 3.40% Other retail stores 918 7,550,736 45.35% 9.22% 931 8,878,898 45.08% 6.15% 931 9,089,143 44.20% 9.10% Totals 1,138 16,650,542$ 100.00% 1,129 19,693,826$ 100.00% 1,136 20,564,530$ 100.00% 2012 2013 SALES TAX REVENUE PAYERS BY CATEGORY FISCAL YEARS 2007 THROUGH 2016 SCHEDULE 6 20162014 2015 83 CITY OF PRATTVILLE, ALABAMA 2011 PERCENTAGE PERCENT OF PERCENTAGE PERCENT OF PERCENTAGE PERCENT OF NUMBER OF TAX REMITTED NUMBER OF TAX REMITTED NUMBER OF TAX REMITTED OF TAX TOTAL TAX BY TOP TEN OF TAX TOTAL TAX BY TOP TEN OF TAX TOTAL TAX BY TOP TEN FILERS LIABILITY LIABILITY TAXPAYERS FILERS LIABILITY LIABILITY TAXPAYERS FILERS LIABILITY LIABILITY TAXPAYERS Apparel stores 14 1,247,288$ 9.48% 6.00% 14 1,544,159$ 11.70% 8.49% 17 1,810,970$ 12.84% 8.05% Food stores 7 1,753,914 13.33% 12.56% 8 1,833,281 13.89% 12.25% 8 1,795,991 12.73% 11.83% Automotive 25 326,923 2.49% 1.35% 24 230,153 1.74% 27 294,923 2.09% Machine 17 9,189 0.07% 22 13,601 0.10% 25 11,342 0.08% Restaurants 84 1,291,461 9.82% 89 1,345,962 10.20% 90 1,572,222 11.15%Home furnishings and appliances 12 340,959 2.59% 1.35% 12 546,942 4.15% 2.54% 12 514,156 3.65% 2.44%Building materials 8 1,217,117 9.25% 7.90% 8 986,522 7.48% 6.74% 8 978,212 6.94% 6.22% Service stations 28 544,027 4.14% 30 574,576 4.35% 29 561,180 3.98% Other retail stores 1,150 6,422,322 48.83% 12.48% 980 6,119,267 46.39% 10.70% 964 6,565,423 46.54% 9.55% Totals 1,345 13,153,200$ 100.00% 1,187 13,194,463$ 100.00% 1,180 14,104,419$ 100.00% PERCENTAGE PERCENT OF NUMBER OF TAX REMITTED OF TAX TOTAL TAX BY TOP TENFILERS LIABILITY LIABILITY TAXPAYERS Apparel stores 13 1,101,449$ 10.99% 8.10% Food stores 7 1,895,767 18.92% 17.71% Automotive 26 373,671 3.73% 1.68% Machine Restaurants 75 1,571,102 15.68% Home furnishings and appliances 10 167,331 1.67% Building materials 8 900,901 8.99% 7.82% Service stations 28 269,605 2.69% Other retail stores 1,056 3,738,602 37.33% 10.98% Totals 1,223 10,018,428$ 100.00% are intended to provide alternative information regarding the sources of the City's revenue. 84 20102008 2007 CITY OF PRATTVILLE, ALABAMA SCHEDULE 6 Note: Due to confidentiality issues, the names of the ten largest revenue payers are not available. The categories presente SALES TAX REVENUE PAYERS BY CATEGORY FISCAL YEARS 2006 THROUGH 2015 2009 CITY TOTAL FISCAL DIRECT AUTAUGA DISTRICT STATE OF SALES YEAR RATE COUNTY TAX ALABAMA TAX 2007 2.5% 2% 4.00% 8.5% 2008 2.5% 2% 4.00% 8.5% 2009 2.5% 2% 4.00% 8.5% 2010 2.5% 2% 4.00% 8.5% 2011 3.5% 2% 4.00% 9.5% 2012 3.5% 2% 4.00% 9.5% 2013 3.5% 2% 4.00% 9.5% 2014 3.5% 2% 4.00% 9.5% 2015 3.5% 2% 4.00% 9.5% 2016 3.5% 2% 4.00% 9.5% CITY TOTAL FISCAL DIRECT ELMORE DISTRICT STATE OF SALES YEAR RATE COUNTY TAX ALABAMA TAX 2007 2.5% 1% 1% 4.00% 8.5% 2008 2.5% 1% 1% 4.00% 8.5% 2009 2.5% 1% 1% 4.00% 8.5% 2010 3.5% 1% 1% 4.00% 9.5% 2011 3.5% 1% 1% 4.00% 9.5% 2012 3.5% 1% 1% 4.00% 9.5% 2013 3.5% 1% 1% 4.00% 9.5% 2014 3.5% 1% 1% 4.00% 9.5% 2015 3.5% 1% 1% 4.00% 9.5% 2016 3.5% 1% 1% 4.00% 9.5% CITY OF PRATTVILLE, ALABAMA DIRECT AND OVERLAPPING SALES TAX RATES SCHEDULE 7 Sources: City Finance Department, Autauga County Revenue Commissioner's Office, and Elmore County Department of Finance. 85 GENERAL LIMITED TOTAL PERCENTAGE PERCENTAGE PER FISCAL OBLIGATION TERM OBLIGATION CAPITAL OUTSTANDING OF TAXABLE OF PERSONAL CAPITA YEAR BONDS LOAN WARRANT LEASE DEBT SALES (b) INCOME (a) (a) 2007 43,102,043$ 1,594,489$ 437,071$ 45,133,603$ 9.80% 2.90% 906 2008 56,994,583 99,344 1,594,489 761,348 59,449,764 10.26% 3.62% 1,181 2009 57,099,163 1,025,708$ 1,594,489 1,445,462 61,164,822 10.81% 3.68% 1,205 2010 57,699,065 1,803,956 1,594,489 1,239,844 62,337,354 10.18% 3.71% 1,142 2011 54,755,183 1,755,709 1,594,489 748,347 58,853,728 9.20% 3.26% 1,065 2012 49,212,046 701,035 1,580,851 88,562 51,582,494 8.35% 2.73% 929 2013 47,027,064 1,567,775 48,594,839 7.50% 2.49% 880 2014 44,415,437 1,558,312 45,973,749 6.76% 2.36% 830 2015 40,610,621 1,546,258 42,156,879 5.86% 2.16% 761 2016 38,304,803 1,529,406 206,620 40,040,829 5.26% * * GENERAL LIMITED TOTAL PERCENTAGE PERCENTAGE PER FISCAL OBLIGATION TERM OBLIGATION CAPITAL OUTSTANDING OF TAXABLE OF PERSONAL CAPITA YEAR BONDS LOAN WARRANT LEASE DEBT SALES (b) INCOME (a) (a) 2012 2,490,000$ 238,074$ 2,728,074$ 0.44% 0.14% 49 2013 3,095,767 9,334 3,105,101 0.48% 0.16% 56 2014 2,695,120 2,695,120 0.40% 0.13% 49 2015 1,056,794 1,056,794 0.15% 0.05% 19 2016 1,783,718 1,783,718 0.23% * * GENERAL LIMITED TOTAL PERCENTAGE PERCENTAGE PER FISCAL OBLIGATION TERM OBLIGATION CAPITAL OUTSTANDING OF TAXABLE OF PERSONAL CAPITA YEAR BONDS LOAN WARRANT LEASE DEBT SALES (b) INCOME (a) (a) 2007 43,102,043$ 1,594,489$ 437,071$ 45,133,603$ 9.80% 2.90% 906 2008 56,994,583 99,344$ 1,594,489 761,348 59,449,764 10.26% 3.62% 1,181 2009 57,099,163 1,025,708 1,594,489 1,445,462 61,164,822 10.81% 3.68% 1,205 2010 57,699,065 1,803,956 1,594,489 1,239,844 62,337,354 10.18% 3.71% 1,142 2011 54,755,183 1,755,709 1,594,489 748,347 58,853,728 9.20% 3.26% 1,065 2012 51,702,046 701,035 1,580,851 326,636 54,310,568 8.79% 2.87% 978 2013 50,122,831 1,567,775 9,334 51,699,940 7.98% 2.65% 936 2014 47,110,557 1,558,312 48,668,869 7.16% 2.41% 879 2015 41,667,415 1,546,258 43,213,673 6.01% 2.07% 781 2016 40,088,521 1,529,406 206,620 41,824,547 5.50% * * Notes: Details regarding the City's outstanding debt can be found in the notes to the financial statements. (a) See the Schedule of Demographics and Economic Statistics on page 90 for personal income and population data. (b) See page 82 for net taxable sales. * Information not available. 86 CITY OF PRATTVILLE, ALABAMA RATIOS OF OUTSTANDING DEBT BY TYPE SCHEDULE 8 GOVERNMENTAL ACTIVITIES BUSINESS-TYPE ACTIVITIES PRIMARY GOVERNMENT LESS: AMOUNTS GENERAL AVAILABLE PERCENTAGE OF PER FISCAL OBLIGATION DEBT SERVICE NET TAXABLE CAPITA YEAR BONDS FUND TOTAL SALES (a) (b) 2007 43,102,043$ 1,315,527$ 41,786,516$ 9.07% 839$ 2008 56,994,583 1,131,232 55,863,351 9.64% 1,109 2009 57,099,163 1,027,955 56,071,208 9.91% 1,105 2010 57,699,065 80,178 57,618,887 9.41% 1,056 2011 54,755,183 5 54,755,178 8.56% 991 2012 51,702,046 10 51,702,036 8.37% 931 2013 50,122,831 203,627 49,919,204 7.71% 904 2014 47,110,557 7 47,110,550 6.93% 850 2015 41,667,415 7 41,667,408 5.79% 753 2016 40,088,521 50 40,088,471 5.27% * (a) See page 82 for net taxable sales. (b) See the Schedule of Demographics and Economic Statistics on page 90 for population data. * Information not available. CITY OF PRATTVILLE, ALABAMA RATIOS OF NET GENERAL BONDED DEBT OUTSTANDING SCHEDULE 9 Notes: Details regarding the City's outstanding debt can be found in the notes to the financial statements. 87 ESTIMATED SHARE OF ESTIMATED DIRECT AND DEBT PERCENTAGE OVERLAPPING GOVERNMENTAL UNIT OUTSTANDING APPLICABLE (a) DEBT Debt repaid with property taxes: Autauga County 12,090,450$ 48.00% 5,803,416$ Debt repaid with property taxes: Autauga County Board of Education 20,722,920 48.00% 9,947,002 Debt repaid with property taxes: Elmore County 16,680,722 7.00% 1,167,651 Debt repaid with property taxes: Elmore County Board of Education * 54,600,000 7.00% 3,822,000 Subtotal, overlapping debt 20,740,069 City of Prattville, Alabama direct debt 40,040,829 Total direct and overlapping debt 60,780,898$ * Estimated Sources: Assessed value data used to estimate applicable percentages provided by the Autauga County Revenue Commissioner and Elmore County Revenue Commissioner. Debt outstanding data provided by the County. Notes: Overlapping governments are those that coincide, at least in part, with the geographic boundaries of the City. This schedule estimates the portion of the outstanding debt of those overlapping governments 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 borne by the residents and businesses should be taken into account. However, this does not imply that every taxpayer is a resident, and therefore responsible for repaying the debt, of each overlapping government. (a) The percentage of overlapping 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 County's boundaries and dividing it by the County's total taxable assessed value. CITY OF PRATTVILLE, ALABAMA DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT AS OF SEPTEMBER 30, 2016 SCHEDULE 10 88 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 292,907,660$ 338,273,422$ 348,899,620$ 358,625,820$ 353,461,200$ 356,934,340$ 352,040,720$ 348,362,480$ 358,817,560$ 367,841,220$ Debt limit 58,581,532 67,654,684 69,779,924 71,725,164 70,692,240 71,386,868 70,408,144 69,672,496 71,763,512 73,568,244 Total net debt applicable to limit 9,853,367 9,649,304 11,690,201 14,415,694 12,436,482 9,818,857 18,697,026 26,501,875 37,095,437 36,416,570 Legal debt margin 48,728,165$ 58,005,380$ 58,089,723$ 57,309,470$ 58,255,758$ 61,568,011$ 51,711,118$ 43,170,621$ 34,668,075$ 37,151,674$ Total net debt applicable to the limit as a percentage of debt limit 16.82% 14.26% 16.75% 20.10% 17.59% 13.75% 26.56% 38.04% 51.69% 49.50% Legal debt margin calculation for fiscal year 2016 Assessed value 367,841,220$ Debt limit (20% of total assessed value) 73,568,244$ Debt applicable to limit: General obligation bonds 36,210,000 Capital leases 206,620 Less: Amount set aside for repayment of general obligation debt 50 Total net debt applicable to limit 36,416,570 Legal debt margin 37,151,674$ 89 CITY OF PRATTVILLE, ALABAMA LEGAL DEBT MARGIN INFORMATION Note: Under state law, the City of Prattville, Alabama's outstanding general obligation debt should not exceed 20% of total assessed property value.By law, the general obligation debt subject to the limitation may be offset by amounts set aside for repaying general obligation bonds. Net assessed value of taxable property SCHEDULE 11 PERSONAL INCOME PER CAPITA AUTAUGA COUNTY CALENDAR (THOUSANDS PERSONAL MEDIAN SCHOOL UNEMPLOYMENT YEAR POPULATION OF DOLLARS) INCOME AGE ENROLLMENT RATE 2007 49,834 1,555,999$ 31,224$ 36.46 9,649 (06-07) 2.90% 2008 50,354 1,640,204 32,573 36.26 9,819 (07-08) 4.50% 2009 50,756 1,660,766 32,721 36.16 9,854 (08-09) 8.60% 2010 54,571 1,679,535 30,777 36.37 10,076 (09-10) 8.00% 2011 55,267 1,804,871 32,657 36.69 9,877 (10-11) 6.80% 2012 55,514 1,889,867 34,043 37.00 9,825 (11-12) 6.80% 2013 55,246 1,951,123 35,317 36.00 9,642 (12-13) 5.90% 2014 55,395 2,017,431 36,419 35.10 9,737 (13-14) 5.40% 2015 55,347 2,090,622 37,773 36.20 9,665 (14-15) 5.20% 2016 * * * 37.70 9,643 (15-16) 5.20% * Unavailable CITY OF PRATTVILLE, ALABAMA DEMOGRAPHIC AND ECONOMIC STATISTICS Note: Population and median age information are based on surveys conducted during the last quarter of the calendar year. Personal income information is a total for the year. Unemployment rate information is an adjusted yearly average. School enrollment obtained from the local board of education is based on the census at the start of the school year. SCHEDULE 12 90 PERCENTAGE PERCENTAGE OF TOTAL CITY OF TOTAL CITY EMPLOYER EMPLOYEES EMPLOYMENT EMPLOYEES EMPLOYMENT Autauga County Board of Education 1,000 6.38% 1,100 6.90% International Paper 600 3.83% 584 3.67% City of Prattville, Alabama 385 2.46% 386 2.42% Prattville Baptist Hospital 235 1.50% 365 2.29% Walmart 480 3.06% 340 2.13% Bass Pro 300 1.91% 212 1.33% Autauga County 165 1.05% 190 1.19% Kinedyne 130 0.83% 166 1.04% Prattville Health and Rehabilitation 154 0.98% 155 0.97% Central Alabama Electric Cooperative 122 0.78% 120 0.75% Kasai North America, Inc. 100 0.64% 110 0.69% YMCA 97 0.62% 105 0.66% Fras-Le * * 96 0.60% LoneStar Plastics 125 0.80% 84 0.53% Totals 3,893 24.84% 4,013 25.17% Source: Prattville Area Chamber of Commerce. Note: Information does not include city government employment. Average number employed in City for 2016 was 15,933 per www2.labor.alabama.gov/LAUS/LAUScities.pdf. http://www2.labor.alabama.gov/LAUS/CLF/AllCity.aspx * Unavailable Note: This schedule presents 2011 compared to 2016. Information for 2007 (nine years ago) is not presented because it is not readily available. 2016 CITY OF PRATTVILLE, ALABAMA PRINCIPAL EMPLOYERS SCHEDULE 13 2011 91 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Function/Program General government: Executive 5 5 3 3 3 2 3 3 3 3 Legislative 7 7 7 7 7 7 7 7 7 7 Finance 7 8 7 7 6 6 5 6 7 7 City clerk 4 4 5 5 2 3 3 3 3 3 Human resources 4 4 4 4 4 4 4 3 4 4 Judicial 4 4 6 6 5 6 6 6 6 6 Information technology 3 3 4 3 1 1 1 2 3 3 Vehicle maintenance 9 10 12 10 6 6 6 5 6 6 Public safety: Police: Officers 85 87 90 92 85 81 81 82 82 82 Civilians 7 9 11 9 7 8 9 9 10 10 Fire: Officers 85 89 89 88 84 81 79 83 83 83 Civilians 4 4 4 4 8 7 7 2 2 2 Building division 4 6 6 Public works: Public works 4 4 Engineering 4 5 4 4 9 9 10 9 9 9 Facilities maintenance 4 8 8 Planning and development 13 13 16 14 7 7 4 4 5 5 Street 18 22 22 21 Sanitation 28 28 30 29 28 28 32 34 36 34 Wastewater 25 26 29 28 25 23 23 25 25 21 Urban management 21 19 23 30 30 29 Culture and recreation: Parks and Recreation 23 24 24 24 15 12 12 14 14 14 Performing and creative arts 2 2 2 1 1 1 1 Totals 335 352 369 360 325 311 315 336 354 347 Source: Human Resources. CITY OF PRATTVILLE, ALABAMA SCHEDULE 14 FULL-TIME EQUIVALENT CITY Note: This report includes regular full time employees, regular part time employees (based on full time equivalent employmentcalculated by dividing labor hours by 2,080 hours), elected and appointed officials as of September 30 each year. GOVERNMENT EMPLOYEES BY FUNCTION 92 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Function/Program General government: Building permits issued: Residential 260 173 106 135 106 128 120 131 161 165 Residential remodel 392 327 343 333 147 Commercial 26 16 17 10 11 8 8 12 17 10 Commercial buildout, remodel, addition 43 49 56 74 71 Building inspections conducted 7,493 7,455 6,472 3,658 3,142 3,512 4,506 5,688 4,148 4,830 Building plan reviews 317 325 177 149 147 212 181 441 659 650 Public safety: Police: Physical arrests 3,252 3,288 2,651 3,035 3,208 2,208 2,128 2,757 2,342 2,829 Parking violations 77 253 143 348 373 259 122 86 98 28 Traffic violations 6,398 6,236 7,914 6,299 6,450 4,460 4,782 4,897 4,418 5,701 Fire: Emergency responses 7,026 6,184 4,989 5,199 5,221 5,673 5,786 5,893 5,118 4,874 Fires extinguished 142 115 132 115 113 75 101 113 105 113 Inspections 2,522 2,766 3,772 2,996 2,725 2,846 2,846 2,775 2,791 2,500 Public works: Potholes repaired 3,000 2,000 3,000 2,000 2,000 1,500 1,750 2,000 2,500 2,500 Street resurfacing (miles) 8 3 2 7 5 8 Wastewater: Average daily sewage treatment (millions of gallons): Autauga Creek 1.75 1.90 2.35 2.18 1.60 1.72 1.92 1.62 1.47 1.54 Pine Creek 1.70 1.88 1.99 1.87 1.90 1.90 2.01 1.88 1.81 1.96 Refuse collection: Garbage (tons per day)38.5 36.33 45 Trash (yards per day)189 260 220 Recyclables (tons per day)111 Sources: Various City departments CITY OF PRATTVILLE, ALABAMA SCHEDULE 15 OPERATING INDICATORS BY FUNCTION/PROGRAM 93 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Function/Program Public safety: Police: Stations 1 1 1 1 1 1 1 1 1 1 Patrol cars 66 71 81 82 81 84 84 81 84 78 Motorcycles 11 11 11 11 9 9 9 10 10 10 Fire: Stations 3 3 3 3 3 3 3 3 3 3 Fire engines 4 5 5 5 5 5 5 5 5 5 Ladder trucks 1 1 1 1 1 1 1 1 1 1 Heavy rescue 1 1 1 1 1 1 1 1 1 1 Ambulances 6 7 7 7 7 7 7 7 7 6 Refuse collection: Trash trucks 6 6 6 6 6 6 6 6 6 6 Garbage trucks 8 9 9 9 9 9 8 8 8 9 Parkan Truck 1 1 Public works: Streets (miles) 209 209 212 212 217 220 Highways (miles) 23 23 23 23 23 23 Streetlights 2,450 2,450 2,450 2,450 2,475 2,510 Traffic signal heads 270 270 270 270 270 286 Cultural and recreation: Acreage 330 330 354 354 354 354 354 354 354 354 Playgrounds 9 9 10 10 10 10 10 10 10 10 Baseball/softball diamonds 16 16 16 16 16 16 16 16 16 16 Soccer fields 9 9 9 9 9 9 9 9 9 9 Community centers 2 2 2 2 2 2 2 2 2 2 Senior citizens center 1 1 1 1 1 1 1 1 1 1 Sources: Various City departments. Note: No capital asset indicators are available for the general government. CITY OF PRATTVILLE, ALABAMA SCHEDULE 16 CAPITAL ASSET STATISTICS BY FUNCTION/PROGRAM 94