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FY24 Annual Comprehensive FInancial Report - City of Prattville CITY OF PRATTVILLE, ALABAMA ANNUAL COMPREHENSIVE FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2022 Prepared by the Finance Department Daniel F. Oakley, CPA Finance Director City of Prattville, Alabama Annual Comprehensive Financial Report For the Fiscal Year Ended September 30, 2023 Table of Contents Page Introductory Section Letter of Transmittal ..................................................................................................................................................................... i – v Certificate of Achievement for Excellence in Financial Reporting .................................................................................................... vi List of Principal Officers ................................................................................................................................................................... vii Organizational Chart ....................................................................................................................................................................... viii Map of the City ................................................................................................................................................................................. ix Financial Section Independent Auditor's Report ..................................................................................................................................................... 1 – 4 Management’s Discussion and Analysis..................................................................................................................................... 5 – 14 Basic Financial Statements Government-Wide Financial Statements Statement of Net Position ................................................................................................................................................ 15 Statement of Activities ..................................................................................................................................................... 16 Fund Financial Statements: Balance Sheet – Governmental Funds .............................................................................................................................. 17 Reconciliation of the Balance Sheet – Governmental Funds to the Statement of Net Position ...................................... 18 Statement of Revenues, Expenditures, and Changes in Fund Balances – Governmental Funds ...................................... 19 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances – Governmental Funds to the Statement of Activities ........................................................................................................................................... 20 Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget to Actual – General Fund ............ 21 – 23 Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget to Actual – Gas Tax Special Revenue Fund ................................................................................................................................................................................. 24 Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget to Actual – Judicial Special Revenue Fund ................................................................................................................................................................................. 25 Statement of Net Position – Proprietary Funds ................................................................................................................ 26 Statement of Revenues, Expenses, and Changes in Net Position – Proprietary Funds .................................................... 27 Statement of Cash Flows – Proprietary Funds .................................................................................................................. 28 Notes to Financial Statements ................................................................................................................................... 29 – 63 Required Supplementary Information Schedule of Changes in Net Pension Liability and Related Ratios ............................................................................................. 64 Schedule of Employer Contributions ......................................................................................................................................... 65 Schedule of Changes in the Total OPEB Liability and Related Ratios ........................................................................................ 66 City of Prattville, Alabama Annual Comprehensive Financial Report For the Fiscal Year Ended September 30, 2023 Table of Contents Page Other Supplementary Information Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget to Actual – Capital Projects Fund ................. 67 Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget to Actual – Debt Service Fund ...................... 68 Notes to Schedules of Revenues, Expenditures, and Changes in Fund Balances – Budget to Actual ...................................... 69 Statistical Section Financial Trends Schedule 1 Net Position by Component ................................................................................................................................. 71 Schedule 2 Changes in Net Position ................................................................................................................................ 72 – 73 Schedule 3 Fund Balances of Governmental Funds ................................................................................................................ 74 Schedule 4 Changes in Fund Balances of Governmental Funds ............................................................................................. 75 Revenue Capacity Schedule 5 Net Taxable Sales by Category ............................................................................................................................. 76 Schedule 6 Sales Tax Revenue Payers by Category ......................................................................................................... 77 – 78 Schedule 7 Direct and Overlapping Sales Tax Rates ............................................................................................................... 79 Debt Capacity Schedule 8 Ratios of Outstanding Debt by Type ..................................................................................................................... 80 Schedule 9 Ratios of Net General Bonded Debt Outstanding ................................................................................................ 81 Schedule 10 Direct and Overlapping Governmental Activities Debt ...................................................................................... 82 Schedule 11 Legal Debt Margin Information .......................................................................................................................... 83 Demographic and Economic Information Schedule 12 Demographic and Economic Statistics ............................................................................................................... 84 Schedule 13 Principal Employers ............................................................................................................................................ 85 Operating Information Schedule 14 Full-Time Equivalent City Government Employees by Function ........................................................................ 86 Schedule 15 Operating Indicators by Function/Program ........................................................................................................ 87 Schedule 16 Capital Asset Statistics by Function/Program ..................................................................................................... 88 Introductory Section i 1 0 1 We st M a in St r e e t \ Pr a t t ville , AL 3 6 0 6 7 \ 334.595.0100 \ p rat t v i ll e a l . go v BILL GILLESPIE, JR. MAYOR LORA LEE BOONE Council President District 7 ROBERT E. STRICHIK President Pro Tempore District 6 ALBERT C. STRIPLIN District 1 MARCUS JACKSON District 2 JOHN CHAMBERS District 3 THOMAS MERRICK District 4 BLAIR GORNTO District 5 Letter of Transmittal March 29, 2024 To the Mayor, Members Of Council, and the Citizens of the City of Prattville, Alabama The Annual Comprehensive Financial Report (ACFR) of the City of Prattville (the government) for the fiscal year ended September 30, 2023 is hereby transmitted. Responsibility for both the accuracy of the data and the completeness and fairness of the presentation, including all disclosures, rests with the City of Prattville management. To the best of our knowledge and belief, the enclosed data is accurate in all material aspects and is reported in a manner designed to present fairly the financial position and results of operations of the various funds of the government and its component units. All disclosures necessary to enable the reader to gain an understanding of the government’s financial activities have been included. The Report The ACFR is presented in three sections: introductory, financial and statistical. The introductory section includes this transmittal letter, a copy of the City’s Certificate of Achievement for Excellence in Financial Reporting, list of principal officials, the primary government’s organizational chart and a map of the City. The financial section includes the management’s discussion and analysis (MD&A), the basic financial statements including notes for the primary government and its separately presented component units, and the primary government’s combining and individual financial statements and schedules, as well as the independent auditor’s report on the financial statements and schedules. The MD&A contains a narrative introduction, overview and analysis of the City’s financial statements. It should be read in conjunction with this letter of transmittal. The statistical section includes selected financial and demographic information, generally presented on a multi-year basis. In contrast to the financial section information, the statistical section information has not been audited. This report includes all funds of the primary government and its component units. The primary government provides a full range of services. These services include public safety, public works, environmental services, culture and recreation, economic and community development, planning and general administrative services. C I T Y C O U N C I L ii Governmental Accounting Standards Board (GASB) Reporting Requirements The City of Prattville presents financial information that meet requirements of accounting standards issued by the GASB. Each year, management evaluates new GASB reporting requirements to determine applicability to the City. The requirements issued by GASB that became effective during this fiscal period and those that will become effective in the next fiscal period are described in this section. The City implemented the following statements during fiscal year 2023: GASB Statement No. 96, Subscription-Based Information Technology Arrangements, provides guidance on the accounting and financial reporting for subscription-based information technology arrangements (SBITAs). Under this Statement, a government generally should recognize a right-to-use subscription asset, an intangible asset, and a corresponding subscription liability. The subscription liability should be initially measure at the present value of subscription payments expected to be made during the subscription term. Future subscription payments should be discounted using the interest rate the SBITA vendor charges the government or the government’s incremental borrowing rate if the interest rate is not readily determinable. A government should recognize amortization of the discount on the subscription liability as an outflow of resources (for example, interest expense) in subsequent financial reporting periods. GASB Statement No. 91, Conduit Debt Obligations, provides guidance on a single method of reporting conduit debt obligations by issuers and eliminate diversity in practice associated with (1) commitments extended by issuers, (2) arrangements associated with conduit debt obligations, and (3) related note disclosures. GASB Statement No. 94, Public-Private and Public-Public Partnerships and Availability Payment Arrangements, provides guidance on financial reporting by addressing issues related to public-private and public-public partnership arrangements (PPPs). Management is aware of the following statements and will implement those applicable to the City in the next fiscal period: GASB Statement No. 99, Omnibus 2022, to enhance comparability in accounting and financial reporting and to improve the consistency of authoritative literature by addressing (1) practice issues that have been identified during implementation and application of certain GASB Statements and (2) accounting and financial reporting for financial guarantees. GASB Statement No. 100, Accounting Change and Error Corrections, to enhance accounting and financial reporting requirements for accounting changes and error corrections to provide more understandable, reliable, relevant, consistent, and comparable information for making decisions or assessing accountability. City Profile The City of Prattville is the County seat of Autauga County, was incorporated on August 8, 1865, and is located in south central Alabama. It serves a population of approximately 38,250. The City of Prattville operates under a Mayor/Council form of government with a fiscal year from October 1st through September 30th. The Mayor and seven (7) Council members are each elected to four (4) year terms. City services include police and fire protection; sanitation services; sewer services; the construction and maintenance of highways, streets, and infrastructure; recreational activities and cultural events. iii Formal budgetary integration is employed as a management control device. On a day to be set by the Council, the Mayor submits to the Council a balanced budget for the next fiscal year. The Council schedules public hearings for the purpose of discussing and adopting the budget and may add to or delete from the budget submitted by the Mayor as long as the budget remains in balance. The Council, by a majority vote, shall adopt the budget. Activities of the General Fund, Debt Service Fund, Capital Projects Fund, Gas Tax Special Revenue Fund, Judicial Special Revenue Fund, Wastewater Enterprise Fund, and Sanitation Enterprise Fund are included in the annual appropriated budget. The City also maintains an encumbrance accounting system as one technique of accomplishing budgetary control. Appropriations lapse at the end of the fiscal year unless expended or encumbered. In order to prepare a financial report, it is necessary to identify all components of the reporting entity. Potential component units were evaluated to determine whether they should be reported in the City’s financial report. A component unit was considered to be part of the City’s reporting entity if it was concluded that the City was financially accountable for the entity or the nature and significance of the relationship between the City and the entity was such that exclusion would cause the City’s financial statements to be misleading or incomplete. The Autauga-Prattville Public Library, Prattville Airport Authority, and Historic Prattville Redevelopment Authority (blended as a special revenue fund) were determined to be the only reportable component units and have been included in this report. Economic Condition and Outlook The proximity of the state capital and Maxwell Gunter Air Force Base make significant contributions to the local economy. Economic development efforts have continued to yield strong results in additional investment in new and expanding industries within the City. Total new investment for the 2022-2023 year totaled approximately $303,000,000. This City expects this positive trend of economic development to continue going forward into 2024. The City’s current and future financial position remains strong as exemplified by the information detailed in this report. City management is aware of the affects that the overall economy could have on its citizenry and ability to provide services, including supply chain concerns and negative impacts caused by inflation. While the City has only seen increases in sales and use taxes during this high inflationary period, management is prepared to handle any decrease in revenues that could arise over the coming years as a result of shifts in the overall economy. Financial Information Management of the government is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the government are protected from loss, theft or misuse and to ensure that adequate data is compiled to allow for the presentation of financial statements in conformance with generally accepted accounting principles. The internal control structure is designed to provide reasonable, but not absolute, assurance that these objectives are met. The concept of reasonable assurance recognizes that: 1) the cost of a control should not exceed the benefits likely to be derived; and 2) that valuation of costs and benefits requires estimates and judgments by management. Single Audit As a recipient of federal and state financial assistance, the government is also responsible for ensuring that an adequate internal control structure is in place to ensure compliance with applicable laws and regulations related to those programs. This internal control structure is subject to periodic evaluation by management. iv As part of the City’s audit in accordance with generally accepted government auditing standards, tests are made to determine the adequacy of the internal control structure, including that portion related to federal assistance programs, as well as to determine that the government has complied with applicable laws and regulations. Budgeting Budgetary tracking is maintained at the line item level by the encumbrance of actual or estimated purchase amounts prior to the release of purchase orders to vendors. Accountability for budgetary compliance is held at the department level. The objective of these budgetary controls is to ensure compliance with legal provisions embodied in the annual appropriated budget approved by the City’s governing body. Purchase orders resulting in an overrun within a department balance are released only after the approval of the finance director or mayor. Budget amendments are effected by resolutions enacted by the governing body when needed. Activities of the General Fund, Debt Service Fund, Capital Projects Fund, Gas Tax Special Revenue Fund, Judicial Special Revenue Fund, Wastewater Enterprise Fund and Sanitation Enterprise Fund are included in the budget. Encumbrances lapse at year-end; however, encumbrances remaining against a positive department budget balance may be re- appropriated as a “prior year carryover.” The City’s budget is prepared in accordance with generally accepted accounting principles (GAAP), with the exception that encumbrances are included with expenditures. Reconciliations of expenditures reported in accordance with GAAP and those presented in accordance with the non-GAAP budgetary basis are presented in the notes to the financial statements and in the notes to the schedules of revenues, expenditures, and changes in fund balance – budget to actual. Healthcare Costs With the healthcare costs continuing to increase, the City of Prattville opened a primary healthcare clinic in 2011. This clinic provides City employees and their dependents with those services that would be rendered by a family practice physician. The City hired CareHere LLC to manage all aspects of operations for this clinic. General Fund Reserves Through council ordinance, management has established a General Fund Reserves Policy for the City to identify the parameters and calculations required to maintain an adequate balance in the General Fund Reserves bank account. The balance in the General Fund Reserves bank account must meet the following requirements: 1) General Fund Cash Reserves equal to or exceeding the greater of: a. $6,000,000.00; or b. Twenty (20) percent (%) of the previous year’s audited General Fund revenue. 2) Unrestricted General Fund balance equal to or exceeding twenty-five (25) percent (%) of the previous year’s audited General Fund revenue. Unrestricted General Fund balance shall include the General Fund “assigned” and “unassigned” fund balance categories, as well as any “committed” fund balance amounts attributable specifically to the General Fund Reserves. Awards and Acknowledgements During 2018 the City achieved the distinction of earning a Class 1 Public Protection Classification rating by the Insurance Services Office (ISO), an organization that independently evaluates municipal fire protection efforts in communities across the United States. The City of Prattville is now the 11th community in the State of Alabama with a Class 1 rating, and this classification has been obtained by less than 1% of fire departments nationwide. In 2023 the City was named a 2023 Tree City USA by the Arbor Day Foundation in honor of its commitment to effective urban forest management. With this recognition, the City has done its part in helping to address challenges that communities worldwide are facing including issues with air quality, water resources, personal health and well- v being, energy use, and protection from extreme heat and flooding. This is the 38th consecutive year that the City has been recognized with this distinguished designation. In 2021 the City received an Outstanding Planning Award from the Alabama Chapter of the American Planning Association for a Comprehensive Plan for Project Prattville 2040. The Outstanding Planning Award for a Comprehensive Plan for Communities with a population under 50,000 recognizes an outstanding comprehensive plan addressing the long-range development of an area, city, county, or region. The City of Prattville Planning Commission adopted the new comprehensive plan, Project Prattville 2040, on April 15, 2021, and City Council unanimously adopted on July 6, 2021, after over a year of preparation. The Government Finance Officers Association (GFOA) of the United States and Canada awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Prattville for its Annual Comprehensive Financial Report (ACFR) for the fiscal year ended September 30, 2022. In order to be awarded a Certificate of Achievement, a governmental entity must publish an easily readable and efficiently organized ACFR. This report must satisfy both accounting principles generally accepted in the United States of America and applicable legal requirements. A Certificate of Achievement is valid for a period of only one year. We believe the City’s 2023 ACFR continues to meet the Certificate of Achievement Program's requirements, and it is being submitted to the GFOA to determine its eligibility for another certificate. Other Information Independent Audit The government is required by State law to undergo an annual audit by independent public accountants. To meet federal requirements of the Single Audit Act Amendments of 1996, and the resultant issuance of Subpart F of Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance); and the City’s audit report must be signed by a certified public accountant. The accounting firm of Mauldin & Jenkins Certified Public Accountants completed the City’s fiscal year 2022 audit. The auditor’s report on the basic financial statements, required supplementary information, and other information is included in the financial section of this report. Acknowledgements The preparation of the comprehensive annual financial report could not be accomplished without the dedicated services of all City departments but in particular an efficient Finance Department staff. We express appreciation to each member of the department and to those members of other City departments for their contributions made in the preparation of this report. In closing, the commitment to the achievement of mandated priorities speaks to the progressive leadership and dedication to public service of the Mayor and City Council. Their support for a policy of financial integrity has been instrumental in the preparation of this report. Respectfully submitted, Daniel F. Oakley, Finance Director vi City of Prattville, Alabama List of Principal Officials As of September 30, 2023 vii Mayor Bill Gillespie, Jr. City Council Lora Lee Boone, Council President Robert Strichik, President Pro Tempore Thomas Merrick Albert Striplin Marcus Jackson John Chambers Blair Gornto Heads of Departments Municipal Court - Judge Louis Colley City Attorney - Rob Riddle City Attorney - Andrew Odom City Prosecutor - Brad Ekdahl City Clerk – Paula Barlow Finance Director - Daniel Oakley 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 - Jose Figueroa Planning - Scott Stephens viii ix Financial Section 2000 SOUTHBRIDGE PARKWAY, SUITE 501 • BIRMINGHAM, AL 35209 • 888-277-0020 • FAX 205-445-2940 • www.mjcpa.com Members of The American Institute of Certified Public Accountants INDEPENDENT AUDITOR’S REPORT The Honorable Mayor and Members of the City Council of the City of Prattville, Alabama Report on the Audit of the Financial Statements Opinions We have audited the financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City of Prattville, Alabama (the “City”) as of and for the fiscal year ended September 30, 2023, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents. In our opinion, based on our audit and the report of the other auditors, the accompanying financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City of Prattville, Alabama as of September 30, 2023, and the respective changes in financial position, and, where applicable, cash flows thereof and the respective budgetary comparison for the General Fund, the 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. We did not audit the financial statements of the Autauga-Prattville Public Library and the Prattville Airport Authority, which represent 100% of the assets, 100% of the net position, and 100% of the revenues of the aggregate discretely presented component units as of September 30, 2023. Those statements were audited by other auditors whose reports have been furnished to us, and our opinion, insofar as it relates to the amounts included for these entities is based solely on the reports of the other auditors. The financial statements of the Autauga-Prattville Public Library were not audited in accordance with Government Auditing Standards. Basis for Opinions We conducted our audit in accordance with auditing standards generally accepted in the United States of America (GAAS) and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the City and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Responsibilities of Management 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, and for 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. 2000 SOUTHBRIDGE PARKWAY, SUITE 501 • BIRMINGHAM, AL 35209 • 888-277-0020 • FAX 205-445-2940 • www.mjcpa.com Members of The American Institute of Certified Public Accountants In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the City’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. Auditor’s Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with GAAS and Government Auditing Standards, we: • Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. • Obtain an understanding of internal control relevant to the audit 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 City’s internal control. Accordingly, no such opinion is expressed. • Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. • Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the City’s ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control-related matters that we identified during the audit. Required Supplementary Information Accounting principles generally accepted in the United States of America require that the Management’s Discussion and Analysis on pages 5 through 14 and the schedule of changes in net pension liability and related ratios, the schedule of employer contributions, and the schedule of changes in total OPEB liability and related ratios on pages 64 through 66 be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards 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. 3 We have applied certain limited procedures to the required supplementary information in accordance with GAAS, 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. Supplementary Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The schedule of revenues, expenditures, and changes in fund balances – budget to actual – capital projects fund, the schedule of revenues, expenditures, and changes in fund balances – budget to actual – debt service fund, and schedule of revenues, expenditures, and changes in fund balances – budget and actual (collectively the “supplementary information”) are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information 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. The 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 GAAS. In our opinion, the supplementary information is fairly stated, in all material respects, in relation to the basic financial statements as a whole. Other Information Management is responsible for the other information included in the annual report. The other information comprises the introductory and statistical sections but does not include the basic financial statements and our auditor’s report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon. In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. 4 Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated March 29, 2024, 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 solely 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 effectiveness of the City of Prattville, Alabama’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City’s internal control over financial reporting and compliance. Birmingham, Alabama March 29, 2024 City of Prattville, Alabama Management’s Discussion and Analysis September 30, 2023 5 As management of the City of Prattville, Alabama (the City), 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, 2023. 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 of resources exceeded its liabilities and deferred inflows of resources at September 30, 2023, by $143,590,966 (net position). • During the year, the City’s total net position increased by $20,396,221. Revenues of $84,317,890 exceeded expenses of $63,921,669. Total revenues decreased from the prior year by $2,902,518 due primarily to a decrease of $9,210,148 in capital grants and contributions in the public works function. This decrease was the result of significant donated infrastructure contributions in the Glennbrook and The Ridge at Pratt Farms neighborhoods in the prior year. There was an increase in sales and use taxes received of $2,312,129 which can be attributed to continued inflationary pricing of goods and services as well as continued growth in the City’s population and tax base which is supported by the 474 residential building permits issued over the past two years. Expenses increased by $7,972,956 due primarily to an increase of $2,881,063 in spending for public safety and an increase of $2,906,008 in spending for public works. The increase in public safety was due in part to the purchase of P25 radios in the fire department for approximately $350,000, as well as the hiring of three additional firemen. The increase in public works was related to a new roof for the Public Safety Building ($479,979) as well as a pay plan adjustment to raise salaries and wages to market rates. • Under the Government Accounting Standards Board Statement Number 68, Accounting and Financial Reporting for Pensions (GASB 68), the City recognized an expense of $5,337,739 in the current year. • Under the Government Accounting Standards Board Statement Number 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions (GASB 75), the City recognized an expense of $388,468 in the current year. • As of the close of the current fiscal year, the City’s governmental funds reported combined ending fund balances of $54,558,402, which represents an increase of $11,152,956 from the prior year. This increase is primarily due to the increase in the unassigned fund balance of $8,643,433 related to the City’s efforts in boosting the General Fund Operating and General Fund Reserves accounts. These accounts demonstrated increases of $5,449,134 and $1,207,445, respectively, over 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. 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 two discretely presented component units, the Autauga-Prattville Public Library (the Library) and the Prattville Airport Authority (the Authority), which are separate legal entities. Although legally separate, these component units are important because the City is financially accountable for them. Complete financial statements of the Library and the Authority can be obtained at their respective administrative offices located in Prattville, Alabama. City of Prattville, Alabama Management’s Discussion and Analysis September 30, 2023 6 The statement of net position presents information on all of the City’s assets, deferred outflows of resources, liabilities, and deferred inflows of resources, with the difference between them 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 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 and recreational. The business-type activities of the City include the wastewater and sanitation 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 uses fund accounting to ensure and demonstrate compliance with finance- related legal matters. All funds of the City can be divided into two categories: governmental and proprietary funds. 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 five individual major governmental funds and one blended component unit governmental fund. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances of the major funds. The City adopts an annual appropriated budget for its General Fund, Capital Projects Fund, Debt Service Fund, Gas Tax Special Revenue Fund, and Judicial Special Revenue Fund. Budgetary comparison statements and schedules have been provided for these funds to demonstrate compliance with these budgets. Proprietary funds - Services for which the City charges customers a fee are generally reported in proprietary funds. The City maintains two types of proprietary funds: enterprise funds and an internal service fund. Enterprise funds are used to report the same functions presented as business-type activities in the entity wide financial statements. The City uses enterprise funds to account for its wastewater and sanitation departments. Internal service funds are an accounting device used to accumulate and allocate costs internally among the City’s various functions. The City uses an internal service fund 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 wastewater and sanitation departments, which are considered to be major funds of the City. City of Prattville, Alabama Management’s Discussion and Analysis September 30, 2023 7 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’s progress in funding its obligation to provide pension benefits to its employees. The notes are presented on pages 29 through 63 of this report. Government-Wide Financial Analysis The City’s condensed statement of net position as of September 30, 2023 and 2022 derived from the government-wide statement of net position is presented below. Governmental Activities Business-Type Activities Totals 2023 2022 2023 2022 2023 2022 Current and other assets $ 52,658,454 38,861,369 $ 8,964,641 8,357,083 $ 61,623,095 47,218,452 Restricted assets 11,697,726 14,117,543 - 1,127,890 11,697,726 15,245,433 Capital assets, net 119,269,305 110,237,259 46,280,686 45,496,747 165,549,991 155,734,006 Total assets 183,625,485 163,216,171 55,245,327 54,981,720 238,870,812 218,197,891 Deferred outflows of resources 19,295,728 9,777,738 2,201,439 1,070,666 21,497,167 10,848,404 Long-term liabilities 62,018,300 51,241,651 35,770,915 35,269,768 97,789,215 86,511,419 Other liabilities 10,631,019 11,038,717 2,574,924 2,110,978 13,205,943 13,149,695 Total liabilities 72,649,319 62,280,368 38,345,839 37,380,746 110,995,158 99,661,114 Deferred inflows of resources 5,250,600 5,622,988 531,255 567,448 5,781,855 6,190,436 Net position: Net investment in capital assets 97,522,876 90,286,177 13,138,263 12,516,514 110,661,139 102,802,691 Restricted 2,288,120 2,660,542 - - 2,288,120 2,660,542 Unrestricted 25,210,298 12,143,834 5,431,409 5,587,678 30,641,707 17,731,512 Total net position $ 125,021,294 105,090,553 18,569,672 18,104,192 143,590,966 123,194,745 The largest component of the City’s net position as of September 30, 2023 reflects its investment in capital assets (i.e. land, buildings, vehicles 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, 2023 increased by $9,815,985 from the prior year due to construction in progress and infrastructure additions. Significant construction in progress additions include Newton Park improvements ($2,544,019), Thomas Avenue drainage improvements ($1,069,410) and the Industrial Access Road extension project in the South Industrial Park ($996,126). Significant infrastructure improvements include the Pratt Park Renovation in the amount of $1,866,984. 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’s total assets and deferred outflows of resources exceeded liabilities and deferred inflows of resources by $143,590,966. City of Prattville, Alabama Management’s Discussion and Analysis September 30, 2023 8 The City’s net position increased by $20,396,221 during the current fiscal year and was affected by an increase in charges for services, operating grants and contributions, and sales and use tax revenue, as well as overall continued control over expenses and conservative budgeting practices. The City saw an increase in charges for services of $1,401,671, which was paced by an increase in ambulance revenues generated by the Fire Department related to increased call volume. The City also recorded capital grants and contributions of $6,842,260 for the year, which included $3,512,500 in donated infrastructure in the McClain Landing and Heather Drive subdivisions. There was an increase in sales and use taxes received of $2,312,129 which can be attributed to continued inflationary pricing of goods and services as well as continued growth in the City’s population and tax base which is supported by the 474 residential building permits issued over the past two years. A portion of net position is restricted, or has restrictions on how they may be used. Governmental activities restricted net position totaled $2,288,120 at September 30, 2023 and is restricted for use in law enforcement, road projects, Elmore County district improvements, Historic District improvements and cultural arts. The remaining balance of unrestricted net position generally may be used to meet the City’s ongoing obligations. Governmental activities, at September 30, 2023, reported a balance in unrestricted net position of $25,210,298. Business-type activities reported unrestricted net position of $5,431,409 at September 30, 2023. The following presents the City’s condensed statement of activities for the fiscal years ended September 30, 2023 and 2022 as derived from the government-wide statement of activities. Over time, increases and decreases in net position measure whether the City’s financial position is improving or deteriorating. During the fiscal year, the net position of the primary government increased by $20,396,221 and is attributable to the reasons previously mentioned. Governmental Activities Business-Type Activities Totals 2023 2022 2023 2022 2023 2022 Revenues Program revenues: Charges for services $ 12,373,999 $ 11,271,575 $ 10,642,377 $ 10,343,130 $ 23,016,376 $ 21,614,705 Operating grants and contributions 2,706,833 2,654,166 - - 2,706,833 2,654,166 Capital grants and contributions 6,495,847 16,052,408 - - 6,495,847 16,052,408 Total program revenues 21,576,679 29,978,149 10,642,377 10,343,130 32,219,056 40,321,279 General revenues: Sales/use tax 37,928,844 35,616,715 - - 37,928,844 35,616,715 Real/personal property tax 3,892,055 3,405,722 - - 3,892,055 3,405,722 Lodging tax 3,727,962 3,558,414 - - 3,727,962 3,558,414 Local gas tax 1,135,865 1,131,901 - - 1,135,865 1,131,901 Alcohol tax 498,411 509,160 - - 498,411 509,160 Rental tax 622,395 527,524 - - 622,395 527,524 Tobacco tax 110,626 112,831 - - 110,626 112,831 Intergovernmental 1,762,606 1,080,208 - - 1,762,606 1,080,208 Interest 789,053 135,391 58,008 6,557 847,061 141,948 Miscellaneous 1,568,926 497,773 (1,800) 281,154 1,567,126 778,927 Disposal of assets (28,232) 33,488 34,115 2,291 5,883 35,779 Total general revenues 52,008,511 46,609,127 90,323 290,002 52,098,834 46,899,129 Total revenues 73,585,190 $ 76,587,276 $ 10,732,700 $ 10,633,132 $ 84,317,890 $ 87,220,408 City of Prattville, Alabama Management’s Discussion and Analysis September 30, 2023 9 Governmental Activities Business-Type Activities Totals 2023 2022 2023 2022 2023 2022 Expenses General government $ 13,671,768 $ 13,786,258 $ - $ - $ 13,671,768 $ 13,786,258 Public safety 24,044,135 21,163,072 - - 24,044,135 21,163,072 Public works 10,586,147 7,680,139 - - 10,586,147 7,680,139 Cultural/recreational 4,820,823 3,991,343 - - 4,820,823 3,991,343 Interest/fiscal charges 1,024,201 754,894 - - 1,024,201 754,894 Wastewater - - 6,500,266 5,554,371 6,500,266 5,554,371 Sanitation - - 3,274,329 3,018,636 3,274,329 3,018,636 Total expenses 54,147,074 47,375,706 9,774,595 8,573,007 63,921,669 55,948,713 Change before transfers 19,438,116 29,211,570 958,105 2,060,125 20,396,221 31,271,695 Transfers 492,625 505,000 (492,625) (505,000) - - Change in net position 19,930,741 29,716,570 465,480 1,555,125 20,396,221 31,271,695 Net position - begin 105,090,553 75,373,983 18,104,192 16,549,067 123,194,745 91,923,050 Net position - end $ 125,021,294 $ 105,090,553 $ 18,569,672 $ 18,104,192 $ 143,590,966 $ 123,194,745 Expenses and Program Revenues for Governmental Activities Governmental activities increased the City’s net position by $20,396,221 during the current fiscal year and was affected by an increase in charges for services, operating grants and contributions, and sales and use tax revenue, as well as overall continued control over expenses and conservative budgeting practices. The City saw an increase in charges for services of $1,401,671, which was paced by an increase in ambulance revenues generated by the Fire Department related to increased call volume. The City also recorded capital grants and contributions of $6,842,260 for the year, which included $3,512,500 in donated infrastructure in the McClain Landing and Heather Drive subdivisions. There was an increase in sales and use taxes received of $2,312,129 which can be attributed to continued inflationary pricing of goods and services as well as continued growth in the City’s population and tax base which is supported by the 474 residential building permits issued over the past two years. Expenses and Program Revenue – Governmental Activities City of Prattville, Alabama Management’s Discussion and Analysis September 30, 2023 10 Revenue by Source – Governmental Activities – FY 2023 Revenue by Source – Governmental Activities – FY 2022 City of Prattville, Alabama Management’s Discussion and Analysis September 30, 2023 11 Expenses and Program Revenues for Business-Type Activities Business-type activities increased the City’s net position by $465,480. Key elements of this change in net position are as follows: • Wastewater charges for services increased by $85,744 primarily due to continued residential growth and increased production from a large manufacturing plant. Operating expenses increased by $981,156 and was driven by a pay plan adjustment to raise salaries and wages to market rates (increase of $293,877) as well as an increase in the cost of sales and services (increase of $267,408) due to the continued inflation on goods and supplies. • Sanitation’s operations remained consistent with the prior year and attributed to an increase to the City’s net position by $29,671. Expenses and Program Revenues – Business-Type Activities Financial Analysis of the City’s Funds As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental funds - The focus of the City’s governmental funds is to provide information on near-term inflows, outflows, and balances of 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. As of September 30, 2023, governmental funds reported a combined ending fund balance of $54,558,402, an increase of $11,152,956 compared to the prior year. Of this balance, $165,829 is not available for new spending because it is a prepaid item; $12,023,963 is restricted for law enforcement, road projects, capital projects, historic district improvements, Elmore County district improvements, and cultural arts; $10,613,124 is committed to capital projects, public facilities, infrastructure, parks and recreation, and education; and $7,809,111 is assigned for capital projects, facilities improvements, infrastructure, fire training, capital equipment, economic development reserve, and other purposes. City of Prattville, Alabama Management’s Discussion and Analysis September 30, 2023 12 The fund balance of the General Fund increased $14,345,107 during the current fiscal year after other financing sources and uses. Total revenue increased $5,464,632 as compared to the prior year primarily due to an increase in tax revenue, licenses and permits and miscellaneous revenues. The fund balance of the Capital Projects Fund decreased $2,680,163 during the current fiscal year after other financing sources and uses, primarily due to current year expenditure of bond proceeds issued in the prior year for the Pratt Park, Newton Park and Stanley Jensen Stadium renovation projects. The fund balance of the Debt Service Fund increased $2,080 during the current fiscal year. The fund balance of the Gas Tax Special Revenue Fund decreased $407,084 during the current fiscal year. This decrease in the fund balance was the result of a local paving project totaling in excess of $2,300,000. The fund balance of the Judicial Special Revenue Fund decreased $82,871 during the current fiscal year after other financing uses and uses. The decrease in the fund balance was primarily the result of decreased revenue from fines, penalties, and other court costs. The fund balance of the Historic Prattville Redevelopment Authority (a blended component unit) decreased by $24,113 during the current fiscal year. Enterprise funds - The City’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 enterprise funds at the end of the year amounted to $5,431,409. The Wastewater Fund had an overall increase in net position of $435,809, and the Sanitation Fund had an overall increase in net position of $29,671. Internal service fund - Internal service funds are designed to recover the internal costs of government services provided to other funds. At September 30, 2023, the internal service fund reported $769,753 for its net position balance. Contributions remained the same from the prior year for all participating funds on a per employee basis. For 2023, the Enterprise funds funded the exact allocation of costs. Capital Assets and Long-Term Debt Administration Capital assets - The City’s net investment in capital assets for its governmental and business-type activities as of September 30, 2023 was $110,661,139. This investment in capital assets includes land, construction in progress, buildings and improvements, land improvements, vehicles, equipment, and infrastructure. Major capital asset additions during the year include: • Increases in construction in progress of $3,980,705, net of $5,561,586 placed in service • Purchases of vehicles of $1,060,866 and buildings of $682,226 • Infrastructure and land contributions of $3,561,500 City of Prattville, Alabama Management’s Discussion and Analysis September 30, 2023 13 Governmental Business-type Activities Activities Totals Land $ 5,539,694 $ 1,306,019 $ 6,845,713 Construction in progress 9,652,841 4,392,626 14,045,467 Buildings and improvements 13,533,591 2,580,491 16,114,082 Land improvements 914,348 682,751 1,597,099 Vehicles 2,551,520 1,151,473 3,702,993 Office, nonoffice, and computer equipment 3,065,967 518,300 3,584,267 Infrastructure 84,011,344 35,649,026 119,660,370 Totals, net of accumulated depreciation $ 119,269,305 $ 46,280,686 $ 165,549,991 Additional information on the City’s capital assets can be found in Note 5 of the financial statements. Long-term debt - As of September 30, 2023, the governmental activities had total debt outstanding of $29,617,638 and the business-type activities had a total debt outstanding of $33,022,043. 2023 2022 Change General obligation warrants $ 27,991,200 $ 28,386,615 $ (395,415) Warrants from direct placements 26,661,610 30,818,638 (4,157,028) Debt from direct borrowings 4,277,910 4,512,842 (234,932) Limited obligation warrant 1,425,205 1,441,900 (16,695) Totals $ 60,355,925 $ 65,159,995 $ (4,804,070) The City of Prattville, Alabama’s net total debt outstanding decreased by $4,804,070 during the current fiscal year. During 2023, the City did not issue any new debt. Additional information on the City’s long-term debt can be found in Note 6 of the financial statements. Budgetary Highlights for the Fiscal Year Ending September 30, 2023 Budget to actual statements and schedules are provided in the financial statements for the General Fund, Gas Tax Special Revenue Fund, Judicial Special Revenue Fund, Capital Projects Fund, and Debt Service 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, 2023, actual revenues for the General Fund were more than the budgeted amount by $10,863,020, or 21.00%. Sales and use taxes were $5,868,351 more than budgeted due to increased sales primarily as a result of an overall improvement in economic conditions as well as the continued impact of inflation on goods and services. As of September 30, 2023, actual expenditures for the General Fund were less than the budgeted amount by $3,672,724 or 8.38%. City of Prattville, Alabama Management’s Discussion and Analysis September 30, 2023 14 Economic Factors and Year 2024 Budget Economic conditions for the City 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 and use taxes, which comprised approximately 75% of general fund revenues in fiscal year 2023. • The unemployment rate for Autauga County, where the City is primarily located, is currently 2.0%, which is a decrease compared to the prior year. The unemployment rate for the City is 2.0%. The unemployment rate compares favorably to both the state’s current unemployment rate of 2.8% and to the national average rate of 3.6%. • 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 strategic economic development. Requests for Information This financial report is designed to provide our citizens, taxpayers, customers, investors, and creditors with a general overview of the City of Prattville, Alabama’s finances and to demonstrate the City’s accountability and fiscal responsibility. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Finance Director, 101 West Main Street, Prattville, Alabama 36067. City of Prattville, Alabama Statement of Net Position September 30, 2023 The accompanying notes are an integral part of these financial statements. 15 Primary Government Component Units Autauga- Prattville Prattville Governmental Business-Type Public Airport Activities Activities Total Library Authority Assets Cash and cash equivalents $ 45,594,490 $ 8,327,360 $ 53,921,850 $ 359,672 $ 211,647 Internal balances 218,095 (218,095) - - - Accounts receivable 977,692 828,412 1,806,104 - 11,615 Taxes receivable 3,909,233 - 3,909,233 - - Due from other governments 1,463,634 - 1,463,634 - 523,708 Inventory - - - - 45,719 Prepaid items 165,829 26,964 192,793 10,352 - Restricted cash and cash equivalents 11,697,726 - 11,697,726 - - Leases receivable, due in one year 17,777 - 17,777 - - Leases receivable, due after one year 311,704 - 311,704 - - Capital assets, not depreciated 15,192,535 5,698,645 20,891,180 - 4,930,599 Capital assets, net of accumulated depreciation 104,076,770 40,582,041 144,658,811 - 4,060,867 Total assets 183,625,485 55,245,327 238,870,812 370,024 9,784,155 Deferred Outflows of Resources Pension related items 18,151,251 2,201,439 20,352,690 131,673 - OPEB related items 1,144,477 - 1,144,477 - - Total deferred outflows of resources 19,295,728 2,201,439 21,497,167 131,673 - Liabilities Accounts payable 3,123,719 993,220 4,116,939 - 585,426 Accrued liabilities 525,534 61,424 586,958 22,994 - Retainage payable 157,503 120,380 277,883 - - Other payables 751,423 18,993 770,416 - - Unearned revenue 3,412,567 - 3,412,567 59,412 - Interest payable 226,864 294,762 521,626 - - Noncurrent liabilities due in one year: Warrants and other debt 1,589,139 1,009,000 2,598,139 - 12,351 Compensated absences and OPEB 844,270 77,145 921,415 - - Noncurrent liabilities due after one year: Warrants and other debt, net 28,028,499 32,013,043 60,041,542 - 35,711 Compensated absences 1,001,021 157,148 1,158,169 6,164 - Net pension liability 29,688,595 3,600,724 33,289,319 236,151 - Total OPEB liability 3,300,185 - 3,300,185 - - Total liabilities 72,649,319 38,345,839 110,995,158 324,721 633,488 Deferred Inflows of Resources Pension related items 4,380,290 531,255 4,911,545 - - OPEB related items 557,834 - 557,834 - - Lease related items 312,476 - 312,476 - - Total deferred inflows of resources 5,250,600 531,255 5,781,855 - - Net Position Net investment in capital assets 97,522,876 13,138,263 110,661,139 - 8,943,404 Restricted for Law enforcement 246,404 - 246,404 - - Road projects 516,678 - 516,678 - - Elmore County district improvements 1,143,437 - 1,143,437 - - Historic district improvements 337,566 - 337,566 - - Cultural arts 44,035 - 44,035 - - Airport improvements - - - - 17,564 Unrestricted 25,210,298 5,431,409 30,641,707 176,976 189,699 Total net position $ 125,021,294 $ 18,569,672 $ 143,590,966 $ 176,976 $ 9,150,667 City of Prattville, Alabama Statement of Activities For the Year Ended September 30, 2023 The accompanying notes are an integral part of these financial statements. 16 Net (Expenses) Revenues and Changes in Net Position Program Revenues Primary Government Component Units Charges Operating Capital Autauga- Prattville for Grants and Grants and Governmental Business-Type Prattville Airport Expenses Services Contributions Contributions Activities Activities Total Public Library Authority Functions/Programs Primary government Governmental activities: General government $ 13,671,768 $ 9,532,507 $ 1,645,850 $ - $ (2,493,411) $ (2,493,411) $ - $ - Public safety 24,044,135 1,944,507 801,663 - (21,297,965) (21,297,965) - - Public works 10,586,147 - - 6,495,847 (4,090,300) (4,090,300) - - Cultural and recreational 4,820,823 896,985 259,320 - (3,664,518) (3,664,518) - - Interest and fiscal charges 1,024,201 - - - (1,024,201) (1,024,201) - - Total governmental activities 54,147,074 12,373,999 2,706,833 6,495,847 (32,570,395) (32,570,395) - - Business-type activities: Wastewater 6,500,266 7,126,651 - - - $ 626,385 626,385 - - Sanitation 3,274,329 3,515,726 - - - 241,397 241,397 - - Total business-type activities 9,774,595 10,642,377 - - - 867,782 867,782 - - Total primary government $ 63,921,669 $ 23,016,376 $ 1 2,706,833 $ 6,495,847 (32,570,395) 867,782 (31,702,613) - - Component units Autauga-Prattville Public Library $ 742,498 $ 26,607 $ 116,613 $ - (599,278) - Prattville Airport Authority 1,003,113 539,544 - 1,478,449 - (1,014,880) Total component units $ 1,745,611 $ 566,151 $ 116,613 $ 1,478,449 (599,278) (1,014,880) General revenues Sales and use taxes 37,928,844 - 37,928,844 - - Real and personal property taxes 3,892,055 - 3,892,055 - - Lodging taxes 3,727,962 - 3,727,962 - - Local gasoline taxes 1,135,865 - 1,135,865 - - Alcoholic beverage taxes 498,411 - 498,411 - - Rental taxes 622,395 - 622,395 - - Tobacco taxes 110,626 - 110,626 - - Unrestricted shared revenues 1,762,606 - 1,762,606 - - Interest income 789,053 58,008 847,061 559 129 Other 1,568,926 (1,800) 1,567,126 - - Gain (loss) on disposal of capital assets (28,232) 34,115 5,883 - (1,667) City appropriation - - - 350,000 120,000 County appropriation - - - 215,000 - Transfers 492,625 (492,625) - - - Total general revenues and transfers 52,501,136 (402,302) 52,098,834 565,559 118,462 Change in Net Position 19,930,741 465,480 20,396,221 (33,719) 1,133,342 Net Position, Beginning 105,090,553 18,104,192 123,194,745 210,695 8,017,325 Net Position, Ending $ 125,021,294 $ 18,569,672 $ 143,590,966 $ 176,976 $ 9,150,667 City of Prattville, Alabama Balance Sheet Governmental Funds September 30, 2023 The accompanying notes are an integral part of these financial statements. 17 Nonmajor Fund Capital Debt Gas Tax Judicial Historic Prattville Total General Projects Service Special Revenue Special Revenue Redevelopment Governmental Fund Fund Fund Fund Fund Authority Funds Assets Cash and cash equivalents $ 37,812,058 $ 5,911,547 $ - $ 464,932 $ 200,381 $ 229,077 $ 44,617,995 Accounts receivable 709,932 - - - 78,636 - 788,568 Taxes receivable 3,850,471 58,762 - - - - 3,909,233 Due from other governments 55,876 1,358,092 - 49,666 - - 1,463,634 Due from other funds 463,920 61,682 - - - - 525,602 Leases receivable 329,481 - - - - - 329,481 Prepaid items 165,704 - - - 125 - 165,829 Restricted cash and cash equivalents 1,851,314 9,735,843 2,080 - - 108,489 11,697,726 Total assets $ 45,238,756 $ 17,125,926 $ 2,080 $ 514,598 $ 279,142 $ 337,566 $ 63,498,068 Liabilities Accounts payable $ 1,153,563 $ 1,707,128 $ - $ - $ 64,390 $ - $ 2,925,081 Accrued liabilities 516,125 - - - 9,410 - 525,535 Retainage payable - 157,503 - - - - 157,503 Unearned revenue 2,780,470 632,097 - - - 3,412,567 Due to other funds 61,682 220,229 - - 25,398 - 307,309 Other payables 263,564 - - - 290,829 - 554,393 Total liabilities 4,775,404 2,716,957 - - 390,027 - 7,882,388 Deferred Inflows of Resources Lease related items 312,476 - - - - - 312,476 Unavailable revenue - intergovernmental 12,221 653,945 - - 78,636 - 744,802 Total deferred inflows of resources 324,697 653,945 - - - - 1,057,278 Fund Balances Nonspendable: Prepaid items 165,704 - - - 125 - 165,829 Restricted Law enforcement 246,404 - - - - - 246,404 Road projects - - 2,080 514,598 - - 516,678 Capital projects - 9,735,843 - - - - 9,735,843 Historic district improvements - - - - - 337,566 337,566 Elmore County district improvements 1,143,437 - - - - - 1,143,437 Cultural arts 44,035 - - - - - 44,035 Committed Capital projects - 574,659 - - - - 574,659 Public facilities 2,942,339 - - - - - 2,942,339 Infrastructure 2,943,117 - - - - - 2,943,117 Parks and recreation 2,703,465 - - - - - 2,703,465 Education 1,449,544 - - - - - 1,449,544 Assigned Capital projects - 2,646,986 - - - - 2,646,986 Facilities improvements 1,190,499 - - - - - 1,190,499 Infrastructure - 647,536 - - - - 647,536 Fire training 39,464 - - - - - 39,464 Capital equipment reserve 351,759 - - - - - 351,759 Economic development reserve 1,296,965 - - - - - 1,296,965 Other purposes 1,430,857 150,000 - - 55,045 - 1,635,902 Unassigned (deficit) 24,191,066 - - - (244,691) - 23,946,375 Total fund balances 40,138,655 13,755,024 2,080 514,598 (189,521) 337,566 54,558,402 Total liabilities, deferred inflows of resources and fund balances $ 45,238,756 $ 17,125,926 $ 2,080 $ 514,598 $ 279,142 $ 337,566 $ 63,498,068 City of Prattville, Alabama Reconciliation of Balance Sheet of Governmental Funds to Statement of Net Position September 30, 2023 The accompanying notes are an integral part of these financial statements. 18 Differences in amounts reported for governmental activities in the statement of net position: Total fund balances – governmental Funds $ 54,558,402 Capital assets used in governmental activities are not financial resources and are not reported in the governmental funds. Those assets consist of: Land $ 5,539,694 Construction in progress 9,652,841 Buildings and building improvements, net of $3,669,016 accumulated depreciation 13,533,591 Land improvements, net of $5,426,094 accumulated depreciation 914,348 Vehicles, net of $7,882,583 accumulated depreciation 2,551,520 Office, nonoffice, and computer equipment, net of $6,033,110 accumulated depreciation 3,065,967 Infrastructure, net of $19,215,922 accumulated depreciation 84,011,344 Total 119,269,305 Revenues that are not available to pay for current period expenditures and, therefore, are reported as unavailable revenue in the governmental funds. 744,802 Internal service funds are used by management to charge the costs of employee medical to individual funds. The assets and liabilities of the internal service fund are included in governmental activities in the statement of net position. 769,753 Deferred outflows and inflows of resources as well as the net pension and OPEB liability related to pension and OPEB plan are not expected to be liquidated with expendable, available financial resources and, therefore, are not reported in the governmental funds. Deferred outflows related to the pension plan 18,151,251 Deferred inflows related to the pension plan (4,380,290) Deferred outflows related to the OPEB plan 1,144,477 Deferred inflows related to the OPEB plan (557,834) Net pension liability (29,688,595) Total OPEB liability (3,300,185) Total (18,631,176) Long-term liabilities are not due and payable in the current period and, therefore, are not reported in the governmental funds. Warrants payable and financed purchases, net of discount (29,617,638) Compensated absences (1,845,291) Accrued interest payable (226,863) Total (31,689,792) Net position of governmental activities $ 125,021,294 City of Prattville, Alabama Statement of Revenues, Expenditures, and Changes in Fund Balances Governmental Funds For the Year Ended September 30, 2023 The accompanying notes are an integral part of these financial statements. 19 Nonmajor Fund Capital Debt Gas Tax Judicial Historic Prattville Total General Projects Service Special Special Redevelopment Governmental Fund Fund Fund Revenue Fund Revenue Fund Authority Funds Revenues Taxes $ 47,301,217 $ 614,941 $ - $ - $ - $ - $ 47,916,158 Licenses and permits 8,328,146 - - - - - 8,328,146 Fines and forfeitures 152,463 - - - 594,334 - 746,797 Charges for services 2,016,059 - - - - - 2,016,059 Intergovernmental revenues 3,223,003 2,997,948 - 577,890 - - 6,798,841 Interest income 285,239 497,935 2,080 194 - 3,353 788,801 Miscellaneous revenues 1,292,704 - - - - 264,000 1,556,704 Total revenues 62,598,831 4,110,824 2,080 578,084 594,334 267,353 68,151,506 $ 6 1 4 , 9 4 1 Expenditures Current General government 10,343,242 - - - 376,341 - 10,719,583 Public safety 18,058,226 - - - 596,498 - 18,654,724 Public works 5,658,985 - - 2,583,773 - 23,894 8,266,652 Cultural and recreational 3,849,208 - - - - - 3,849,208 Capital outlay 2,246,115 2 , 2 4 6 , 1 1 5 7,394,572 - - - - - - 2 0 , 2 8 0 9,660,967 Debt service Principal payments 16,695 - 1,403,600 - - 125,000 1,545,295 Interest and fiscal charges - - 780,265 - - 122,292 902,557 Issuance costs - - - - - - - Total expenditures 40,172,471 7,394,572 2,183,865 2,583,773 972,839 291,466 53,598,986 Excess of revenues over (under) expenditures 22,426,360 (3,283,748) (2,181,785) (2,005,689) (378,505) (24,113) 14,552,520 Other Financing Sources (Uses) Sale of capital assets 23,433 - - - - - 23,433 Issuance of long-term debt - - - - - - - Discount on long-term debt - - - - - - - Transfers in 3,023,293 4,242,565 2,183,865 1,598,605 358,634 - 11,406,962 Transfer out (11,127,979) (3,638,980) - - (63,000) - (14,829,959) Total other financing sources (uses) (8,081,253) 603,585 2,183,865 1,598,605 295,634 - (3,399,564) Net change in fund balances 14,345,107 (2,680,163) 2,080 (407,084) (82,871) (24,113) 11,152,956 Fund balances, beginning 25,793,548 16,435,187 - 921,682 (106,650) 361,679 43,405,446 Fund balances, ending $ 40,138,655 $ 13,755,024 $ 2,080 $ 514,598 $ (189,521) $ 337,566 $ 54,558,402 City of Prattville, Alabama Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget to Actual General Fund For the Year Ended September 30, 2023 The accompanying notes are an integral part of these financial statements. 20 Differences in amounts reported for governmental activities in the statement of activities: Net change in fund balances – total governmental funds $ 11,152,956 Donations of capital assets increase net position but do not appear in the governmental funds because they are not financial resources. 3,512,500 Capital outlays are reported as expenditures in the fund financial statements but are capitalized in the statement of net position. 9,660,967 Depreciation expense on capital assets is reported in the statement of activities. (4,089,756) The net effect of miscellaneous transactions involving capital assets is to decrease net position in the statement of net position. (52,055) Repayment of principal is an expenditure in the governmental funds, but the repayment reduces long-term liabilities in the statement of net position. 1,545,295 The activities of internal service funds are reported with governmental activities. 474,015 Revenues are reported in governmental 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. 744,802 Some expenses in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in the governmental funds. Compensated absences $ (131,605) Accrued interest payable (22,239) Amortization of debt discounts (11,145) Change in total OPEB liability and related deferred amounts (149,711) Change in net pension liability and related deferred amounts (2,703,283) Total 3,017,983 Change in net position of governmental activities $ 19,930,741 City of Prattville, Alabama Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget to Actual General Fund For the Year Ended September 30, 2023 The accompanying notes are an integral part of these financial statements. 21 Variance with Final Budget Budgeted Amounts Actual Amounts Positive Original Final Budgetary Basis (Negative) Revenues Taxes Sales and use tax $ 31,912,921 $ 32,060,492 $ 37,928,843 $ 5,868,351 Real and personal property taxes 3,414,800 3,414,800 3,892,055 477,255 Lodging taxes 2,253,000 2,274,000 3,113,021 839,021 Local gasoline taxes 1,105,000 1,105,000 1,135,865 30,865 Alcoholic beverage taxes 457,000 457,000 498,411 41,411 Rental taxes 470,000 470,000 622,395 152,395 Tobacco taxes 118,000 118,000 110,627 (7,373) Total taxes 39,730,721 39,899,292 47,301,217 7,401,925 Licenses and permits Business licenses 6,552,128 6,804,256 6,950,356 146,100 Franchise fees 570,000 570,000 474,005 (95,995) Building permits and inspection fees 568,750 568,750 901,240 332,490 Yard sale and special event permits 3,500 3,500 2,545 (955) Total licenses and permits 7,694,378 7,946,506 8,328,146 381,640 Fines and forfeitures Drug confiscation proceeds - - 34,755 34,755 Penalties and other fees 61,000 61,000 107,588 46,588 Accident reports 9,000 9,000 10,120 1,120 Total fines and forfeitures 70,000 70,000 152,463 82,463 Charges for services Ambulance fees 1,010,000 1,010,000 1,090,529 80,529 Fire training tuition 20,000 20,000 28,545 8,545 Parks and recreation 710,800 710,800 793,219 82,419 Performing and creative arts 114,000 114,000 103,766 (10,234) Total charges for services 1,854,800 1,854,800 2,016,059 161,259 Intergovernmental revenues Shared 498,000 498,000 516,170 18,170 Grants 1,188,064 1,188,064 2,706,833 1,518,769 Total intergovernmental revenues 1,686,064 1,686,064 3,223,003 1,536,939 Interest 65,000 65,000 285,239 220,239 Miscellaneous revenues Donations 21,500 21,500 36,114 14,614 Insurance proceeds 90,000 90,000 156,186 66,186 Tower fees 22,000 22,000 28,181 6,181 Miscellaneous income 80,649 80,649 1,072,223 991,574 Total other revenues 214,149 214,149 1,292,704 1,078,555 Total revenues 51,315,112 51,735,811 62,598,831 10,863,020 City of Prattville, Alabama Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget to Actual General Fund For the Year Ended September 30, 2023 The accompanying notes are an integral part of these financial statements. 22 Variance with Final Budget Budgeted Amounts Actual Amounts Positive Original Final Budgetary Basis (Negative) Expenditures General government Executive 466,700 466,700 466,767 (67) Legislative 166,324 166,324 140,854 25,470 Finance 788,938 788,938 894,474 (105,536) City clerk 316,894 316,894 298,778 18,116 Human resources 806,938 806,938 702,227 104,711 Information technology 2,284,344 2,284,344 1,789,366 494,978 Vehicle maintenance 388,528 388,528 279,615 108,913 Sales tax incentives 1,475,000 1,475,000 1,668,871 (193,871) Building 386,634 386,634 345,807 40,827 City/County services 122,000 122,000 122,000 - Community initiatives 2,392,109 3,651,950 2,891,119 760,831 Appropriations 739,000 739,000 743,364 (4,364) Total general government 10,333,409 11,593,250 10,343,242 1,250,008 Public safety Police 9,858,493 9,945,844 9,170,804 775,040 Fire 8,768,503 8,759,136 8,887,422 (128,286) Total public safety 18,626,996 18,704,980 18,058,226 646,754 Public works General public works 712,720 712,720 682,715 30,005 Planning and development 790,037 790,037 578,832 211,205 Urban management 1,341,187 1,341,187 1,333,448 7,739 Engineering 2,196,846 2,196,846 1,812,370 384,476 Facilities maintenance 1,414,509 1,414,509 1,251,620 162,889 Total public works 6,455,299 6,455,299 5,658,985 796,314 Cultural and recreational Parks and recreation 2,980,240 2,980,240 3,316,108 (335,868) Performing and creative arts 549,393 549,393 533,100 16,293 Total cultural and recreational 3,529,633 3,529,633 3,849,208 (319,575) Capital outlay 2,825,027 3,545,533 2,246,115 1,299,418 Debt service Principal payments 16,500 16,500 16,695 (195) Total expenditures 41,786,864 43,845,195 40,172,471 3,672,724 Excess of revenues over expenditures 9,528,248 7,890,616 22,426,360 14,535,744 City of Prattville, Alabama Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget to Actual General Fund For the Year Ended September 30, 2023 The accompanying notes are an integral part of these financial statements. 23 Variance with Final Budget Budgeted Amounts Actual Amounts Positive Original Final Budgetary Basis (Negative) Other Financing Sources (Uses) Proceeds from sale of capital assets 65,000 65,000 23,433 (41,567) Transfers in 160,000 160,000 3,023,293 2,863,293 Transfers out (7,575,337) (7,725,337) (11,127,979) (3,402,642) Total other financing sources (uses) (7,350,337) (7,500,337) (8,081,253) (580,916) Net change in fund balance $ 2,177,911 $ 390,279 14,345,107 $ 13,954,828 Adjustment for reconciling items to adjust from budgetary basis to modified accrual basis Change in encumbrances (411,410) Net Change in Fund Balance, Modified Accrual Basis 13,933,697 Fund Balance, Beginning 25,793,548 Fund Balance, Ending $ 39,727,245 City of Prattville, Alabama Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget to Actual Gas Tax Special Revenue Fund For the Year Ended September 30, 2023 The accompanying notes are an integral part of these financial statements. 24 Variance with Final Budget Budgeted Amounts Actual Amounts Positive Original Final Budgetary Basis (Negative) Revenues Intergovernmental revenues Excise tax $ 3,141,500 $ 3,141,500 $ 577,890 $ (2,563,610) Interest income 100 100 194 94 Total revenues 3,141,600 3,141,600 578,084 (2,563,516) Expenditures Public works 4,140,205 4,140,205 2,583,773 1,556,432 Total expenditures 4,140,205 4,140,205 2,583,773 1,556,432 Deficiency of revenues under expenditures (998,605) (998,605) (2,005,689) (1,007,084) Other Financing Sources (Uses) Transfers in 98,605 98,605 1,598,605 1,500,000 Total other financing sources (uses) 98,605 98,605 1,598,605 1,500,000 Net change in fund balances $ (900,000) $ (900,000) (407,084) $ 492,916 Net Change in Fund Balance, Modified Accrual Basis 436,079 Fund Balance, Beginning 921,682 Fund Balance, Ending $ 514,598 City of Prattville, Alabama Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget to Actual Judicial Special Revenue Fund For the Year Ended September 30, 2023 The accompanying notes are an integral part of these financial statements. 25 Variance with Final Budget Budgeted Amounts Actual Amounts Positive Original Final Budgetary Basis (Negative) Revenues Fines and forfeitures $ 749,200 $ 749,200 $ 594,334 $ (154,866) Expenditures Current : General government Judicial 347,111 347,111 376,341 (29,230) Public safety Police 693,646 693,646 596,498 97,148 Total expenditures 1,040,757 1,040,757 972,839 67,918 Deficiency of revenues under expenditures (291,557) (291,557) (378,505) (86,948) Other Financing Sources (Uses) Transfers in 354,557 354,557 358,634 (4,077) Transfers out (63,000) (63,000) (63,000) - Total other financing sources (uses) 291,557 291,557 295,634 (4,077) Net change in fund balances $ - $ - (82,871) $ (91,025) Adjustment for reconciling items to adjust from budgetary basis to modified accrual basis Change in encumbrances (55,045) Net Change in Fund Balance, Modified Accrual Basis (137,916) Fund Balance, Beginning (106,650) Fund Balance, Ending $ (244,566) City of Prattville, Alabama Statement of Net Position Proprietary Funds September 30, 2023 The accompanying notes are an integral part of these financial statements. 26 Business-Type Activities Governmental Activities Wastewater Sanitation Total Enterprise Funds Internal Service fund Internal Service Fund Assets Current assets Cash and cash equivalents $ 8,108,843 $ 218,517 $ 8,327,360 $ 976,495 Accounts receivable, net 585,758 242,654 828,412 189,124 Prepaid items 9,956 17,008 26,964 - Total current assets 8,704,557 478,179 9,182,736 1,165,619 Noncurrent assets Capital assets, not depreciated 5,310,991 387,654 5,698,645 - Capital assets, net of accumulated depreciation 39,526,898 1,055,143 40,582,041 - Total noncurrent assets 44,837,889 1,442,797 46,280,686 - Total assets 53,542,446 1,920,976 55,463,422 1,165,619 Deferred outflows of resources Deferred outflows from pension 1,357,843 843,596 2,201,439 - Liabilities Current liabilities Accounts payable 888,696 104,524 993,220 198,638 Accrued liabilities 39,780 21,644 61,424 197,030 Other liabilities 298,983 14,772 313,755 - Retainage payable 120,380 - 120,380 - Due to other funds 77,407 140,688 218,095 198 Current portion of long-term debt 1,009,000 - 1,009,000 - Current portion of compensated absences 68,382 8,763 77,145 - Total current liabilities 2,502,628 290,391 2,793,019 395,866 Noncurrent liabilities Long-term debt, net 32,013,043 - 32,013,043 - Compensated absences 122,728 34,420 157,148 - Net pension liability 2,220,919 1,379,805 3,600,724 - Total noncurrent liabilities 34,356,690 1,414,225 35,770,915 - Total liabilities 36,859,318 1,704,616 38,563,934 395,866 Deferred inflows of resources Deferred inflows from pension 327,677 203,578 531,255 - Net position Net investment in capital assets 11,695,466 1,442,797 13,138,263 - Unrestricted (deficit) 6,017,828 (586,419) 5,431,409 769,753 Total net position $ 17,713,294 $ 856,378 $ 18,569,672 $ 769,753 City of Prattville, Alabama Statement of Revenues, Expenses, and Changes in Net Position Proprietary Funds For the Year Ended September 30, 2023 The accompanying notes are an integral part of these financial statements. 27 Business-Type Activities Governmental Activities Wastewater Sanitation Total Enterprise Funds Internal Service Fund Operating revenues Charges for services $ 7,126,651 $ 3,515,726 $ 10,642,377 $ 1,204,361 Operating expenses Cost of sales and services 1,204,999 1,203,569 2,408,568 - Salaries and benefits 1,936,551 1,329,872 3,266,423 - Repairs and maintenance 343,796 311,109 654,905 - Utilities 642,914 7,492 650,406 - Insurance 104,457 68,074 172,531 - Other 119,435 22,004 141,439 528,986 Depreciation 1,204,203 332,209 1,536,412 - Benefits paid - - - 4,117,234 Total operating expenses 5,556,355 3,274,329 8,830,684 4,646,220 Operating Income (Loss) 1,570,296 241,397 1,811,693 (3,441,859) Nonoperating revenues (expenses) Interest income 57,924 84 58,008 252 Interest and fiscal charges (943,911) - (943,911) - Other 3,500 (5,300) (1,800) - Gain on disposals - 34,115 34,115 - Total non-operating revenues (expenses) (882,487) 28,899 (853,588) 252 Income (loss) before contributions and transfers 687,809 270,296 958,105 (3,441,607) Transfers in - - - 3,915,622 Transfers out (252,000) (240,625) (492,625) - Change in Net Position 435,809 29,671 465,480 474,015 Net Position, Beginning 17,277,485 826,707 18,104,192 295,738 Net Position, Ending $ 17,713,294 $ 856,378 $ 18,569,672 $ 769,753 City of Prattville, Alabama Statement of Cash Flows Proprietary Funds For the Year Ended September 30, 2023 The accompanying notes are an integral part of these financial statements. 28 Governmental Business-Type Activities Activities Total Internal Wastewater Sanitation Enterprise Funds Service Fund Cash Flows From (Used For) Operating Activities Receipts from customers $ 7,381,310 $ 3,515,564 $ 10,896,874 $ - Payments to suppliers (1,842,565) (1,557,748) (3,400,313) (4,568,281) Payments to employees (1,910,411) (1,343,590) (3,254,001) - Receipts from interfund services provided - - - 1,114,405 Net cash from (used for) operating activities 3,628,334 614,226 4,242,560 (3,453,876) Cash Flows From (Used For) Noncapital Financing Activities Transfers in - - - 3,915,622 Transfers out (252,000) (240,625) (492,625) - Changes in due to/from other funds 73,793 36,958 110,751 - Net cash from (used for) noncapital financing activities (178,207) (203,667) (381,874) 3,915,622 Cash Flows From (Used For) Capital and Related Financing Activities Acquisition and construction of capital assets (1,838,437) (490,800) (2,329,237) - Interest and fiscal charges paid (950,471) (5,300) (955,771) - Principal payments on long-term debt (982,500) - (982,500) - Proceeds from sale of capital assets - 43,000 43,000 - Transfers of restricted assets 1,127,890 - 1,127,890 - Net cash from (used for) capital and related financing activities (2,643,518) (453,100) (3,096,618) - Cash Flows From Investing Activities Interest earned 61,424 84 61,508 252 Net cash from investing activities 61,424 84 61,508 252 Net Increase (Decrease) in Cash and Cash Equivalents 868,033 (42,457) 825,576 461,998 Cash and Cash Equivalents, Beginning of Year 7,240,810 260,974 7,501,784 514,497 Cash and Cash Equivalents, End of Year $ 8,108,843 $ 218,517 $ 8,327,360 $ 976,495 Reconciliation of Operating Income (Loss) to Net Cash Flows From (Used for) Operating Activities Operating income (loss) $ 1,570,296 $ 241,397 $ 1,811,693 $ (3,441,859) Adjustments to reconcile operating income (loss) to net cash from (used for) operating activities Depreciation expense 1,204,203 332,209 1,536,412 - (Increase) decrease in accounts receivable 254,659 (162) 254,497 (89,956) (Increase) decrease in prepaid items 663 (307) 356 - Increase (decrease) in pension related items 190,686 116,131 306,817 - Increase (decrease) in accounts payable and accrued liabilities 407,827 (75,042) 332,785 77,939 Net cash from (used for) operating activities $ 3,628,334 $ 614,226 $ 4,242,560 $ (3,453,876) City of Prattville, Alabama Notes to Financial Statements September 30, 2023 29 Note 1 – Summary of Significant Accounting Policies The financial statements of the City of Prattville, Alabama (the “City”) have been prepared in conformity with accounting principles generally accepted in the United States of America (“GAAP”) as applied to government units. The Governmental Accounting Standards Board “(GASB”) is the accepted standard-setting body for establishing governmental accounting and financial reporting principles. The more significant of the City's accounting policies are described below. Reporting entity - The City was incorporated under the laws of the State of Alabama in 1865 and is operated 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 GAAP, the financial statements of the reporting entity include those of the City (the primary government) and its component units. The component units discussed below are included because of the nature and significance of their operational or financial relationships with the City. Component units are presented as either blended component units or discretely presented component units. The City has one blended component unit and two discretely presented component units. The blended component unit, although a legally separate entity is, in substance, part of the City’s operations, and accordingly, data from the blended component unit are combined with data of 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. Each of the component units has a fiscal year ending September 30. Discretely presented component units Autauga-Prattville Public Library (the Library) - 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, 2023. Financial statements of the Library can be obtained at its administrative office located in Prattville, Alabama. Prattville Airport Authority (the Authority) - The Authority was established for the purpose of acquiring, operating, constructing, and developing airport and industrial facilities. The City appoints the governing body and, in September 2000, became obligated under a federal grant initiated by the Authority. Based on these criteria, the Authority is included as a component unit of the City for the year ended September 30, 2023. Financial statements of the Authority can be obtained at its administrative office located in Prattville, Alabama. Blended component unit Historic Prattville Redevelopment Authority (HPRA) - 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. HPRA’s debt is expected to be repaid entirely with the City’s resources. Accordingly, HPRA is reported as if it is a part of the primary government. HPRA’s general fund is reported as a special revenue fund of the City; that is, as a blended component unit. Separate financial statements are not prepared for HPRA. Related organizations - The City's officials are responsible for appointing the members of the Water Works Board of the City of Prattville (the “PWWB”), and the City utilizes the PWWB as the collection agent for the sewer and sanitation services. The City has no ability to influence the operations of the Authority nor has any obligations related to the Authority. This organization would not be considered a component unit 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, 2023 30 Note 1 – Summary of Significant Accounting Policies (continued) The City's officials are also responsible for appointing the members of the boards of various 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. 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 a given function or segment are offset by 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 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 presentation. The City reports the following major governmental funds: General Fund - The General Fund is the City’s primary operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. 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 this fund is restricted for the operation of the municipal court and jail. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 31 Note 1 – Summary of Significant Accounting Policies (continued) The City reports the following major proprietary funds: Wastewater – The Wastewater Fund accounts for the revenues and costs related to the provision of sanitary sewer and wastewater treatment services in the City. Sanitation - The Sanitation Fund accounts for the revenues and costs related to the provision of sanitation services in the City. The City reports the following fund types: Internal Service Fund - The Internal Service Fund accounts for the operations of the self-insured medical insurance plan provided to other departments of the City on a cost reimbursement basis. Additionally, the City reports the following blended component unit: Historic Prattville Redevelopment Authority (HPRA) - The Historic Prattville Redevelopment Authority accounts for historic district redevelopment activities. 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, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of the related cash flows. 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 - 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 the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City considers revenues to be available if they are collected within 90 days of the end of the current fiscal period for which they are levied. 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 on general long-term debt, including lease liabilities, as well as expenditures related to compensated absences and claims and judgments, are recorded generally when payment is due. Allocations of cost, such as depreciation and amortization, are not recognized in governmental funds. General capital asset acquisitions, including entering into contracts giving the City the right to use leased assets, are reported as expenditures in governmental funds. Issuance of long-term debt and financing through leases are reported as other financing sources. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 32 Note 1 – Summary of Significant Accounting Policies (continued) 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 fund balance 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. As a general rule, the effect of interfund activity has been eliminated from the government-wide financial statements. Exceptions to this general rule are charges between the City’s various other functions of the City. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. 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 nonoperating 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 equivalents are defined as short-term, highly liquid investments that are both readily convertible to known amounts of cash and so near their maturity that they present insignificant risk of changes in value because of changes in interest rates. Generally, only investments with original maturities of three months or less meet this definition. The City’s 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 and Elmore Counties are assessed by the Tax Assessors and collected by the Tax Collectors of the counties. The counties’ property tax calendars require the Tax Assessors 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 Collectors are remitted to the City on a monthly basis. Prepaid items - Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both the government-wide and fund financial statements. These prepaid items are recorded as expenditures when consumed, rather than when purchased. 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 interfund loans) or “advances to/from other funds” (i.e., the noncurrent portion of interfund loans). City of Prattville, Alabama Notes to Financial Statements September 30, 2023 33 Note 1 – Summary of Significant Accounting Policies (continued) All 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. 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, 2023; therefore, none are reported on the statement of net position. Inventory of the Prattville Airport Authority, a component unit, consists of aviation fuel and is valued at the lower of cost or market determined on a first-in-first-out basis. Restricted assets - Resources from federal and state grants/loans, appropriations and shared taxes, and drug confiscation proceeds are classified as restricted assets on the statement of net position and the balance sheet. Capital assets - Capital assets include property, plant, equipment, and infrastructure assets (e.g. roads, bridges, sidewalks, and similar items), are reported in the applicable governmental or business-type activities columns in the government-wide financial statements. Capital assets are recorded at historical cost or estimated historical cost if purchased or constructed, and donated capital assets are recorded at estimated acquisition value at the date of donation. Interest incurred during the construction phase of capital assets is not included as part of the capitalized value of the assets constructed. 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 are depreciated using the straight-line method over the following estimated useful lives: Asset Class Estimated Useful Lives Capitalization Threshold Buildings and improvements 40 years $ 25,000 Land improvements 20 years 25,000 Vehicles 5 - 15 years 10,000 Office, nonoffice, and computer equipment 5 - 20 years 10,000 Infrastructure 50 years 50,000 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 34 Note 1 – Summary of Significant Accounting Policies (continued) Capital assets of the Library, a component unit, are depreciated using the straight-line method over the following estimated useful lives: Asset Class Estimated Useful Lives Capitalization Threshold Equipment 3 - 20 years $ 5,000 Capital assets of the Authority, a component unit, are depreciated using the straight-line method over the following estimated useful lives: Asset Class Estimated Useful Lives Capitalization Threshold Buildings and improvements 20 years $ 5,000 Land improvements 3 - 40 years 5,000 Furniture and equipment 5 - 20 years 5,000 Runways 8 - 25 years 5,000 Capital assets of the HPRA, a blended component unit, are depreciated using the straight-line method over the following estimated useful lives: Asset Class Estimated Useful Lives Capitalization Threshold Buildings and improvements 40 years $ 25,000 Land improvements 20 years 25,000 Office, nonoffice, and computer equipment 5 - 10 years 5,000 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. 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. Deferred outflows of resources - Decreases in net position that apply 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 deferred outflows of resources that qualify for reporting in this category such as a deferred outflow of resources related to the City’s pension plan (see Note 12) and a deferred outflow of resources for postemployment benefit plans other than pension (OPEB) related items (see Note 13). The Library, a component unit, has a deferred outflow related to its pension plan. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 35 Note 1 – Summary of Significant Accounting Policies (continued) Deferred inflows of resources - The City’s governmental funds report unavailable revenue from receivables collected outside of the period of availability. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. As of September 30, 2023, the balances in the Capital Projects Fund and Judicial Special Revenue Fund consisted of funds received after the period of availability. Additionally, the City recognizes a deferred inflow of resources at the initial measurement of lease receivables. Unearned revenue - The City reported American Rescue Plan grant funds received in advance of the underlying event as unearned revenue. Long-term liabilities - In the government-wide financial statement, and proprietary fund types in the fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business- type activities, or proprietary fund type statement of net position. Premiums and discounts are deferred and amortized over the life of the bonds using the effective interest method. Bonds and warrants 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. Leases - The City is a lessor for noncancellable leases of buildings and improvements. At the commencement of a lease, the City initially measures the lease receivable at the present value of payments expected to be received during the lease term. Subsequently, the lease receivable is reduced by the principal portion of lease payments received. The deferred inflow of resources is initially measured as the initial amount of the lease receivable, adjusted for lease payments received at or before the lease commencement. Subsequently, the deferred inflow of resources is recognized as revenue over the life of the lease term. Key estimates and judgments related to leases include how the City determines (1) the discount rate it uses to discount the expected lease payments to present value, (2) lease term, and (3) lease payments: The City uses the interest rate charged by the lessor as the discount rate. When the interest rate charged by the lessor is not provided, the City generally uses its estimated incremental borrowing rate as the discount rate for leases. The lease term includes the noncancelable period of the lease. Lease payments included in the measurement of the lease liability are composed of fixed payments and purchase option prices that the City is reasonably certain to exercise. The City monitors changes in circumstances that would require a remeasurement of its lease and will remeasure the lease asset and liability if certain changes occur that are expected to significantly affect the amount of the lease liability. Pensions - The Employees’ Retirement System of Alabama (the Plan or ERS) 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. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 36 Note 1 – Summary of Significant Accounting Policies (continued) Financial statements are prepared in accordance with the 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 Annual Comprehensive Financial Report. Fund equity - Fund equity at the governmental fund financial reporting level is classified as “fund balance”. Fund equity for all other reporting is classified as “net position”. Fund balance – In accordance with Governmental Accounting Standards Board Statement 54, Fund Balance Reporting and Governmental Fund Type Definitions, the City classifies governmental fund balance as follows: Nonspendable – includes fund balance amount that cannot be spent because they are either: a) not in spendable form (i.e., items that are not expected to be converted to cash), or (b) legally or contractually required to be maintained intact. This would include inventories, deposits, and prepaid items. Restricted – includes fund balances 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 balances amounts that can be used only for specific purposes pursuant to constraints imposed by formal action of the City Council through the adoption of an ordinance. Only the City Council may modify or rescind the commitment. Assigned – includes spendable fund balances amounts are constrained by the City’s intent to be used for specific purposes, but are neither restricted nor committed. 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. When both restricted and unrestricted amounts of fund balance are available for use for expenditures incurred, it is the City’s policy to use restricted amounts first and then unrestricted amounts as they are needed. For unrestricted amounts of fund balance, it is the City’s policy to use fund balance in the following order: 1) committed, 2) assigned, and 3) unassigned. The City adopted a General Fund Reserves policy that maintains the greater of $6,000,000 or 20% of the previous years’ audited General Fund revenue in a General Fund Reserves bank account. As of September 30, 2023, the General Fund Reserves bank account contained $7,311,035. Net position - Net position represents the difference between assets, deferred inflow and outflows of resources, and liabilities in reporting which utilizes the economic resources measurement focus. Net investment in capital assets consists of capital assets, net of accumulated depreciation, reduced by the outstanding balances of any borrowing used (i.e., the amount that the City has spent) for the acquisition, construction or improvement of those assets. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 37 Note 1 – Summary of Significant Accounting Policies (continued) Net position is reported as restricted using the same definition as used for restricted fund balance as described in the section above. All other net position is reported as unrestricted. The following is the calculation of the City’s net investment in capital assets as of September 30, 2023: Governmental Business-Type Activities Activities Total Capital assets, net $ 119,269,305 $ 46,280,686 $ 165,549,991 Construction payables (1,864,631) (120,380) (1,985,011) GO warrants payable (12,770,000) - (12,770,000) GO warrants related discount 212,087 - 212,087 Revenue warrants payables - (15,305,000) (15,305,000) Revenue warrants premium - (128,287) (128,287) Direct placement warrants payable (11,356,610) (17,588,756) (28,945,366) Direct borrowing payable (4,314,442) - (4,314,442) Direct borrowing related discount 36,531 - 36,531 Limited obligation warrant payable (1,425,206) - (1,425,206) Unspent proceeds 9,735,842 - 9,735,842 $ 97,522,876 $ 13,138,263 $ 110,661,139 The City’s discretely presented component units’ net investment in capital assets as of September 30, 2023 is calculated as follows: Airport Capital assets, net $ 8,991,466 Add: Note receivable - development bonds - Less: Related outstanding debt (48,062) $ 8,943,404 The City applies restricted resources first when an expense is incurred for purposes for which both restricted and unrestricted net position are available. Management estimates - 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, deferred inflows of resources, deferred outflows of resources, and liabilities, and the disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Pronouncements effective for the 2023 financial statements In May 2019, the GASB issued Statement No. 91, Conduit Debt Obligations. The primary objectives of this Statement are to provide a single method of reporting conduit debt obligations by issuers and eliminate diversity in practice associated with (1) commitments extended by issuers, (2) arrangements associated with conduit debt obligations, and (3) related note disclosures. This Statement is effective for reporting periods beginning after December 15, 2021. There was no impact of this pronouncement to the City's financial statements. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 38 Note 1 – Summary of Significant Accounting Policies (continued) In March 2020, the GASB issued Statement No. 94, Public-Private and Public-Public Partnerships and Availability Payment Arrangements. The objective of this Statement is to improve financial reporting by addressing issues related to public-private and public-public partnership arrangements (PPPs). This Statement is effective for fiscal years beginning after June 15, 2022. There was no impact of this pronouncement to the City's financial statements. In May 2020, the GASB issued Statement No. 96, Subscription-Based Information Technology Arrangements. This Statement provides guidance on the accounting and financial reporting for subscription-based information technology arrangements (SBITAs) for government and end users (governments). This Statement is effective for fiscal years beginning after June 15, 2022. There was no impact of this pronouncement to the City's financial statements. Pronouncements issued, but not yet effective In June 2022, the GASB issued Statement No. 100, Accounting Changes and Error Corrections - An Amendment of GASB Statement No. 62. The objective of this Statement is to enhance accounting and financial reporting requirements for accounting changes and error corrections to provide more understandable, reliable, relevant, consistent, and comparable information for making decisions or assessing accountability. This statement is effective in fiscal years beginning after June 15, 2023. The City is in the process of evaluating the impact of this pronouncement on its financial statements. In June 2022, the GASB issued Statement No. 101, Compensated Absences. The objective of this Statement is to better meet the information needs of financial statement users by updating the recognition and measurement guidance for compensated absences. That objective is achieved by aligning the recognition and measurement guidance under a unified model and by amending certain previously required disclosures. This statement is effective in fiscal years beginning after December 15, 2023. The City is in the process of evaluating the impact of this pronouncement on its financial statements. In December 2023, the GASB issued Statement No. 102, Certain Risk Disclosures. The objective of this Statement is to provide users of government financial statements with essential information about risks related to a government’s vulnerabilities due to certain concentrations or constraints. This statement is effective in fiscal years beginning after June 15, 2024. The City is in the process of evaluating the impact of this pronouncement on its financial statements. 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, 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. During 2023, general government expenditures exceeded appropriations in the Judicial Special Revenue Fund by $29,230 due to under budgeted special judges and prosecutors. Cultural and recreational expenditures exceeded appropriations in the general fund by $319,575. 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 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. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 39 Note 2 – Stewardship, Compliance, and Accountability (continued) Judicial Special Revenue Fund General Fund Net change in fund balance, modified accrual basis $ (82,871) $ 14,345,107 Encumbrances at beginning of the year - 1,019,447 Encumbrances at end of the year (55,045) (1,430,857) Net change in fund balance, budgetary basis $ (137,916) $ 13,933,697 Deficit fund equity Funds with deficit fund balance or net position are as follows: Deficit Amount Judicial Special Revenue Fund $ 189,521 The deficit in the Judicial Special Revenue Fund is the result of a reduction in revenue due to decreases in court costs, fines, and penalties. Note 3 – Cash, Cash Equivalents, and Investments Cash and investment policies - State law limits the kinds of investments that Alabama municipalities can make to: (1) accounts and certificates of deposits with banks or saving associations that are qualified public depositories; (2) direct obligations of the U.S. Department of the Treasury and certain federal agencies (collectively referred in this note as USTO); (3) certain qualified obligations of any state and its agencies; (4) common trust funds, collective investment funds maintained by qualified institutions, or any registered mutual funds, all of which must hold a prescribed amount of obligations meeting the requirements of 1 – 3 above; and (5) for post- employment benefit trusts, a broad investment portfolio is permitted, including government and corporate bonds, and corporate stocks. 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. The City’s investment policy also requires that investments be placed in municipal funds as outlined within Section 11-81-21 of the Code of Alabama. Final maturities and diversification by security type and financial institution are determined by the Finance Director with the approval of the Council in accordance with policy guidelines. Credit risk - Financial institutions utilized as depositories by the City must provide evidence of its designation under the SAFE Program. From time to time, the City may request that the depository provide evidence of its continuing designation as a qualified public depository. The enactment of the SAFE program changed the way all Alabama public deposits are collateralized. Each qualified public depository (“QPD”) is required to hold collateral for all its public depositories on a pooled basis in a custody account established by the State Treasurer as SAFE administrator. In the unlikely event that a public entity should suffer a deposit loss due to QPD insolvency or default, a claim form would be filed with the State Treasurer who would use the SAFE pool collateral or other means to reimburse the loss. Since all of the City’s deposits are held by a QPD under the SAFE program, its deposits are not subject to custodial credit risk. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 40 Note 4 - Receivables Management has concluded that, except for ambulance billings receivable for which realization losses have been fully allowed due to uncertainty of payment, realization losses on accounts receivable balances outstanding at year end will be immaterial. Therefore, receivables as of year-end are considered fully collectible and are recorded at net realizable value. The following is governmental fund receivables as of September 30, 2023: Governmental Funds Gas Tax Judicial Capital Special Special General Projects Revenue Revenue Fund Fund Fund Fund Receivables Accounts $ 718,332 $ - $ - $ 78,636 Taxes 3,850,471 58,762 - - Intergovernmental 55,876 1,358,092 49,666 - $ 4,624,679 $ 1,416,854 $ 49,666 $ 78,636 The City utilizes the PWWB as the collection agent for wastewater and sanitation services. The City reports a receivable for the September collections which are remitted from the PWWB in October each year. Therefore, there is no associated allowance for the Wastewater Fund and Sanitation Fund receivables. The following is proprietary fund receivables as of September 30, 2023: Proprietary Funds Internal Wastewater Sanitation Service Fund Fund Fund Receivables Accounts $ 585,758 $ 242,654 $ 189,124 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 41 Note 5 – Capital Assets Capital asset activity for the City’s governmental activities for the year ended September 30, 2023 was as follows: Beginning Ending Balances Increases Decreases Transfers Balances Capital assets, not being depreciated Land $ 5,539,694 $ - $ - $ - $ 5,539,694 Construction in progress 7,306,459 7,907,968 - (5,561,586) 9,652,841 Total capital assets, not being depreciated 12,846,153 7,907,968 - (5,561,586) 15,192,535 Capital assets, being depreciated Buildings and improvements 16,629,715 682,226 152,534 43,200 17,202,607 Land improvements 6,192,465 71,000 - 76,977 6,340,442 Vehicles 10,086,413 490,204 142,514 - 10,434,103 Office, nonoffice, and computer equipment 8,848,227 509,569 258,719 - 9,099,077 Infrastructure 94,273,357 3,512,500 - 5,441,409 103,227,266 Total capital assets, being depreciated 136,030,177 5,265,499 553,767 5,561,586 146,303,495 Less accumulated depreciation Buildings and improvements 3,352,171 428,379 111,534 - 3,669,016 Land improvements 5,039,645 386,449 - - 5,426,094 Vehicles 7,115,025 910,072 142,514 - 7,882,583 Office, nonoffice, and computer equipment 5,610,678 670,486 248,054 - 6,033,110 Infrastructure 17,521,552 1,694,370 - - 19,215,922 Total accumulated depreciation 38,639,071 4,089,756 502,102 - 42,226,725 Total capital assets, being depreciated, net 97,391,106 1,175,743 51,665 5,561,586 104,076,770 Governmental activities capital assets, net $ 110,237,259 $ 9,083,711 $ 51,665 $ - $ 119,269,305 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 42 Note 5 – Capital Assets (continued) Capital asset activity for the City’s business-type activities for the year ended September 30, 2023 was as follows: Beginning Ending Balances Increases Decreases Transfers Balances Capital assets, not being depreciated Land $ 1,257,019 $ 49,000 $ - $ - $ 1,306,019 Construction in progress 2,758,303 1,634,323 - - 4,392,626 Total capital assets, not being depreciated 4,015,322 1,683,323 - - 5,698,645 Capital assets, being depreciated Buildings and improvements 6,802,032 - 78,185 - 6,723,847 Land improvements 3,555,242 - - - 3,555,242 Vehicles 4,001,799 570,662 79,959 - 4,492,502 Office, nonoffice, and computer equipment 1,559,379 75,251 - - 1,634,630 Infrastructure 37,795,983 - - - 37,795,983 Total capital assets, being depreciated 53,714,435 645,913 158,144 - 54,202,204 Less accumulated depreciation Buildings and improvements 4,044,522 168,134 69,300 - 4,143,356 Land improvements 2,748,995 123,496 - - 2,872,491 Vehicles 3,026,238 394,750 79,959 - 3,341,029 Office, nonoffice, and computer equipment 1,022,218 94,112 - - 1,116,330 Infrastructure 1,391,037 755,920 - - 2,146,957 Total accumulated depreciation 12,233,010 1,536,412 149,259 - 13,620,163 Total capital assets, being depreciated, net 41,481,425 (890,499) 8,885 - 40,582,041 Business-type activities capital assets, net $ 45,496,747 $ 792,824 $ 8,885 $ - $ 46,280,686 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 43 Note 5 – Capital Assets (continued) Depreciation expense was charged to functions/programs of the primary government as follows: Governmental Activities General government $ 1,982,747 Public works 580,454 Public safety 1,165,548 Cultural and recreational 361,007 Total depreciation expense - governmental activities $ 4,089,756 Business-Type Activities Wastewater $ 1,204,203 Sanitation 332,209 Total depreciation expense - business-type activities $ 1,536,412 Capital asset activity for the Library (a component unit) for the year ended September 30, 2023, was as follows: Beginning Ending Balances Increases Decreases Balances Capital assets, being depreciated Equipment $ 120,747 $ - $ - $ 120,747 Less accumulated depreciation 102,286 18,461 - 120,747 Total capital assets, being depreciated, net $ 18,461 $ 18,461 $ - $ - City of Prattville, Alabama Notes to Financial Statements September 30, 2023 44 Note 5 – Capital Assets (continued) Capital asset activity for the Authority (a component unit) for the year ended September 30, 2023 was as follows: Beginning Ending Balances Increases Decreases Balances Capital assets, not being depreciated Land $ 3,374,336 $ - $ - $ 3,374,336 Construction in progress - 1,556,263 - 1,556,263 Total capital assets, not being depreciated 3,374,336 1,556,263 - 4,930,599 Capital assets, being depreciated Land improvements 1,657,265 - - 1,657,265 Runways 7,707,579 - - 7,707,579 Buildings and improvements 1,431,008 6,798 - 1,437,806 Furniture and equipment 648,746 44,823 10,000 683,569 Total capital assets, being depreciated 11,444,598 51,621 10,000 11,486,219 Less accumulated depreciation Land improvements 1,267,075 66,399 - 1,333,474 Runways 4,726,535 266,402 - 4,992,937 Buildings and improvements 719,730 33,346 - 753,076 Furniture and equipment 302,046 52,152 8,333 345,865 Total accumulated depreciation 7,015,386 418,299 8,333 7,425,352 Total capital assets, being depreciated, net 4,429,212 (366,678) 1,667 4,060,867 Total capital assets, net $ 7,803,548 $ 1,189,585 $ 1,667 $ 8,991,466 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 45 Note 6 – Long-Term Debt Long-term debt activity for the fiscal year ended September 30, 2023 was as follows: Beginning Ending Due Within Balances Additions Reductions Balances One Year Governmental Activities General obligation warrants $ 13,120,000 $ - $ 350,000 $ 12,770,000 $ 390,000 Debt issuance discounts (223,233) - (11,146) (212,087) - Total general obligation warrants 12,896,767 - 338,854 12,557,913 390,000 Warrants from direct placements 12,297,382 - 940,772 11,356,610 959,325 Notes from direct borrowings 4,552,269 - 237,828 4,314,441 239,814 Debt issuance discounts (39,427) - (2,896) (36,531) - Limited obligation warrant 1,441,900 - 16,695 1,425,205 - Total long-term debt 31,148,891 - 1,531,253 29,617,638 1,589,139 Compensated absences 1,473,937 727,295 683,560 1,517,672 516,652 Net pension liability 17,309,693 15,409,624 3,030,721 29,688,596 - Total OPEB liability 3,288,738 592,917 253,852 3,627,803 327,618 Governmental activities long-term liabilities $ 53,221,259 $ 16,729,836 $ 5,499,386 $ 64,451,709 $ 2,433,409 Business-Type Activities General obligation warrants $ 15,355,000 $ - $ 50,000 $ 15,305,000 $ 55,000 Debt issuance premiums 134,848 - 6,561 128,287 - Total general obligation warrants 15,489,848 - 56,561 15,433,287 55,000 Warrants from direct placements 18,521,256 - 932,500 17,588,756 954,000 Total long-term debt 34,011,104 - 989,061 33,022,043 1,009,000 Compensated absences 228,182 357,463 350,352 235,293 77,145 Net pension liability 2,126,941 1,904,560 430,777 3,600,724 - Business-type activities long-term liabilities $ 36,366,227 $ 2,262,023 $ 1,770,190 $ 36,858,060 $ 1,086,145 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 46 Note 6 – Long-Term Debt (continued) General obligation warrants - The City issues general obligation warrants, which are direct obligations and pledges of the full faith and credit of the City, for the acquisition and construction of capital facilities and equipment and to refund other G.O. warrants. The City has the following outstanding general obligation warrants as of September 30, 2023: Governmental Activities Interest Description Par Amount Dated Maturity Rates Outstanding G.O. Warrants 2022A $ 9,885,000 6/15/2022 6/1/2052 4.00-4.50% $ 9,885,000 G.O. Warrants 2022B 3,235,000 6/15/2022 6/1/2052 3.30-4.60% 2,885,000 $13,120,000 $ 12,770,000 Business-Type Activities Interest Description Par Amount Dated Maturity Rates Outstanding G.O. Warrants 2017A $ 15,505,000 11/17/2017 11/1/2047 2.00-4.00% $ 15,305,000 Debt service requirements to maturity for general obligation warrants outstanding as of September 30, 2023 were as are as follows: Governmental Activities Year Ending September 30 Principal Interest Total 2024 $ 390,000 $ 543,725 $ 933,725 2025 400,000 529,685 929,685 2026 420,000 514,485 934,485 2027 435,000 497,685 932,685 2028 260,000 479,633 739,633 2029-2033 1,475,000 2,220,603 3,695,603 2034-2038 1,810,000 1,888,593 3,698,593 2039-2043 2,205,000 1,489,453 3,694,453 2044-2048 2,725,000 973,794 3,698,794 2049-2052 2,650,000 304,198 2,954,198 Totals $ 12,770,000 $ 9,441,854 $ 22,211,854 Business-Type Activities Year Ending September 30 Principal Interest Total 2024 $ 55,000 $ 561,860 $ 616,860 2025 55,000 560,678 615,678 2026 55,000 559,412 614,412 2027 55,000 558,148 613,148 2028 55,000 556,883 611,883 2029-2033 315,000 2,757,860 3,072,860 2034-2038 370,000 2,704,210 3,074,210 2039-2043 6,505,000 2,042,900 8,547,900 2044-2048 7,840,000 705,074 8,545,074 Totals $ 15,305,000 $ 11,007,025 $ 26,312,025 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 47 Note 6 – Long-Term Debt (continued) Warrants and notes from direct placements and direct borrowings - Warrants and notes from direct placements and direct borrowings constitute general obligations of the City for the payments of which the full faith and credit of the City are irrevocably pledged. The City has the following outstanding debt from direct placements and direct borrowings as of September 30, 2023: Governmental Activities Original Interest Description Amount Dated Maturity Rates Outstanding Direct borrowing Financed purchase-HPRA $ 4,780,000 3/1/2016 3/1/2046 1.70-3.63% $ 3,960,000 Direct borrowing Financed purchase-FNB 195,464 6/20/2019 10/15/2023 0.00% 315,349 Direct borrowing Financed purchase-Zoll 726,905 10/10/2016 12/1/2026 2.69% 39,093 $ 5,702,369 $ 4,314,442 Direct placement 2016-CWSRF-DL $ 415,000 8/1/2016 2/15/2036 2.20% $ 290,000 Direct placement 2017-CWSRF-DL 240,000 4/1/2017 2/15/2038 2.20% 190,000 Direct placement 2018B-CWSRF-DL 315,000 11/1/2018 8/15/2038 2.20% 245,000 Direct placement 2020-CWSRF-DL 1,445,500 8/1/2020 2/15/2041 2.20% 1,298,744 Direct placement 2021-CWSRF-DL 315,000 3/15/2021 2/15/2041 2.20% 290,000 Direct placement 2022-CWSRF-DL 710,500 2/1/2022 2/15/2042 2.20% 682,500 Direct placement Truist Bank 3,200,000 7/30/2019 4/30/2029 3.01% 1,956,160 Direct placement Trustmark Bank 3,130,000 5/11/2020 9/1/2035 1.76% 2,503,996 Direct placement PNC 4,650,000 5/11/2020 12/1/2035 2.04% 3,900,210 $14,421,000 $11,356,610 Business-Type Activities Interest Description Amount Dated Maturity Rates Outstanding Direct placement 2018A-CWSRF-DL $ 16,800,000 6/11/2018 2/15/2038 2.20% $ 13,825,000 Direct placement 2020-CWSRF-DL 2,684,500 8/1/2020 2/15/2041 2.20% 2,496,256 Direct placement 2022-CWSRF-DL 1,319,500 2/1/2022 2/15/2042 2.20% 1,267,500 $ 20,804,000 $ 17,588,756 Debt Service requirements to maturity for the notes from direct borrowings outstanding as of September 30, 2023, were as follows: Governmental Activities Year Ending September 30 Principal Interest Total 2024 $ 239,814 $ 128,498 $ 368,312 2025 207,762 123,908 331,670 2026 209,857 119,115 328,972 2027 217,008 114,115 331,123 2028 140,000 108,774 248,774 2029-2033 740,000 489,085 1,229,085 2034-2038 850,000 376,291 1,226,291 2039-2043 1,010,000 219,653 1,229,653 2044-2047 700,000 38,606 738,606 Totals $ 4,314,441 $ 1,718,045 $ 6,032,486 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 48 Note 6 – Long-Term Debt (continued) Debt Service requirements to maturity for the notes from direct placements outstanding as of September 30, 2023, were as follows: Governmental Activities Year Ending September 30 Principal Interest Total 2024 $ 959,325 $ 240,501 $ 1,199,826 2025 976,530 218,033 1,194,563 2026 992,398 195,132 1,187,530 2027 1,012,190 171,768 1,183,958 2028 1,030,668 147,911 1,178,579 2029-2033 3,780,580 461,390 4,241,970 2034-2038 2,117,919 132,578 2,250,497 2039-2042 487,000 18,151 505,151 Totals $ 11,356,610 $ 1,585,464 $ 12,942,074 Business-Type Activities Year Ending September 30 Principal Interest Total 2024 $ 954,000 $ 375,809 $ 1,329,809 2025 977,250 354,566 1,331,816 2026 992,250 332,901 1,325,151 2027 1,018,750 310,780 1,329,530 2028 1,042,000 288,112 1,330,112 2029-2033 5,606,006 1,081,839 6,687,845 2034-2038 6,205,500 434,225 6,639,725 2039-2042 793,000 30,031 823,031 Totals $ 17,588,756 $ 3,208,263 $ 20,797,019 The City’s general obligation warrants with the Alabama Water Pollution Control Authority (CWSRF) and the Alabama Department of Environmental Management warrants contain provisions that in any event of default resulting from the failure to comply with the applicable requirements of the Davis-Bacon Act or the American Iron and Steel Requirement in connection with the development or construction of projects, due dates are accelerated and the agreements are terminated. 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, 2023, the City had redeemed $169,284 of the outstanding warrants. The balance on the warrant at September 30, 2023 is $1,425,205. The Limited Obligation Warrant does not constitute a direct obligation and pledge of the full faith and credit of the City. Other liabilities – governmental activities - Compensated absences, pension benefits, and postemployment benefits other than pensions are generally liquidated by the General Fund. Component unit – Long-term liability activity for the Prattville Airport Authority for the year ended September 30, 2023 was as follows: Beginning Ending Due Within Balance Additions Reductions Balance One Year Bond from direct placement $ 31,394 $ 27,500 $ 10,832 $ 48,062 $ 12,351 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 49 Note 6 – Long-Term Debt (continued) The Prattville Airport Authority entered into a promissory note with Perry Brothers Aviation Fuels, LLC for the purpose of purchasing a fuel truck. Principal and interest payments are due monthly beginning March 1, 2022. The note bears an interest rate of 5.5% and matures on February 1, 2027. In the event of default, the outstanding balance becomes immediately due and payable. Additionally, the Prattville Airport Authority entered into a promissory note with Perry Brothers Aviation Fuels, LLC for the purpose of purchasing a fuel truck. Principal and interest payments are due monthly beginning October 1, 2022. The note bears an interest rate of 6.75% and matures on September 1, 2027. In the event of default, the outstanding balance becomes immediately due and payable. The annual requirements to amortize the bond from direct placement as of September 30, 2023 are as follows: Prattville Airport Authority Year Ending September 30 Principal Interest Total 2024 $ 12,351 $ 2,708 $ 15,059 2025 12,681 1,837 14,518 2026 13,469 1,049 14,518 2027 9,561 277 9,838 Totals $ 48,062 $ 5,871 $ 53,933 Blended component unit - The Historic Prattville Redevelopment Authority (a blended component unit) issued Redevelopments Bonds, Series 2016 in the amount of $4,780,000 for the purpose of renovating the public safety building. Principal and interest payments are due monthly beginning March 1, 2017 and semiannual interest payments due each March 1 and September 1, beginning September 1, 2016. Interest ranges from 1.70% to 3.625%; final payment is due March 1, 2046. Redevelopment bonds of the Historic Prattville Redevelopment Authority are payable solely from payments received from the City. In accordance with GASB Statement No. 88, the City has recorded this as a direct borrowing financed purchase due to transfer of ownership to the City at the end of the term. The obligation of the City is a general obligation of the City. Historic Prattville Redevelopment Authority Year Ending September 30 Principal Interest Total 2024 $ 125,000 $ 122,314 $ 247,314 2025 130,000 117,451 247,451 2026 130,000 114,754 244,754 2027 135,000 111,905 246,905 2028 140,000 108,774 248,774 2029-2033 740,000 489,085 1,229,085 2034-2038 850,000 376,291 1,226,291 2039-2043 1,010,000 219,653 1,229,653 2044-2046 700,000 38,606 738,606 Totals $ 3,960,000 $ 1,698,833 $ 5,658,833 Covenants and limitations - 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, 2023, the debt limit was $112,444,644 and the net debt applicable to the limit was $25,444,807. Note 7 – Short-Term Debt On July 1, 2022 and August 1, 2022, the City issued $1,000,000 General Obligation Revenue Warrants, Series 2022B and $3,000,000 General Obligation Revenue Warrants 2022C, respectively. Both lines of credit bear an interest rate of 2.75%, with interest due monthly. The maturity dates are June 30, 2024 and July 31, 2024, respectively. At September 30, 2023, the balances of the warrants were $0. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 50 Note 8 - Leases Lessor – governmental activities The City is the lessor of property/land under a noncancelable lease for periods through 2030. The City receives a monthly payment of $1,554, which include the principal and interest components of the payments. As the lease does not contain a specific interest rate, the City has used its incremental borrowing rate of 4.60% as the discount rate for the lease. For the current fiscal year, the City recognized $13,196 in lease revenue and $5,453 in interest revenue related to the lease. Also, the City has a deferred inflow of resources associated with this lease that will be recognized over the lease term that ends on September 1, 2030. This deferred inflow of resources has a balance of $107,154 as of September 30, 2023. The City is the lessor of property/land under a noncancelable lease for periods through 2044. The City receives monthly payments ranging from $1,097 to $1,729, which include the principal and interest components of the payments. As the lease does not contain a specific interest rate, the City has used its incremental borrowing rate of 4.60% as the discount rate for the lease. For the current fiscal year, the City recognized $3,519 in lease revenue and $10,111 in interest revenue related to the lease. Also, the City has a deferred inflow of resources associated with this lease that will be recognized over the lease term that ends on January 5, 2044. This deferred inflow of resources has a balance of $205,321 as of September 30, 2023. The schedule of future minimum payments as of September 30, 2023 is as follows: Total Year Ending September 30 Principal Interest Payment 2024 $ 17,778 $ 14,774 $ 32,552 2025 18,896 13,933 32,829 2026 20,073 13,040 33,113 2027 21,311 12,092 33,403 2028 22,612 11,085 33,697 2029-2033 75,137 42,013 117,150 2034-2038 59,794 29,023 88,817 2039-2043 86,975 12,305 99,280 2044 6,905 67 6,972 Totals $ 329,481 $ 148,332 $ 477,813 Note 9 – Interfund Balances Interfund transactions are generally used to meet cash demands necessary to pay operating expenditures. Amounts due to/from other funds 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 position, except for the net residual amounts due between governmental and business-type activities, which are presented as interfund balances. The composition of interfund receivables and payables as of September 30, 2023 consisted of the following: Amount Receivable Fund Payable Fund General Fund Wastewater Fund $ 77,407 General Fund Sanitation Fund 140,688 General Fund Internal Service Fund 198 General Fund Judicial Special Revenue Fund 25,398 General Fund Capital Projects Fund 220,229 Capital Projects Fund General Fund 61,682 Totals $ 525,602 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 51 Note 9 – Interfund Balances (continued) The outstanding balances between funds result mainly from the time lag between the dates that transactions are recorded in the accounting system and when payments between funds are made. The following is a reconciliation of interfund receivables and payables in the government-wide statement of net position for the year ended September 30, 2023: Interfund Receivable From Payable To Balances Business-Type Activities Governmental Activities $ 218,095 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 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. The following is a schedule of interfund transfers for the year ended September 30, 2023: Fund Transferred To Fund Transferred From Amount Principal Purpose General Fund Capital Projects Fund $ 3,023,293 Transfer Revenue Gas Tax Special Revenue Fund General Fund 1,598,605 Transfer Revenue Capital Projects Fund General Fund 4,242,565 Project Costs Debt Service Fund General Fund 1,568,178 Debt Service Debt Service Fund Capital Projects Fund 615,687 Transfer Revenue Judicial Special Revenue Fund General Fund 358,634 Transfer Revenue Internal Service Fund General Fund 3,359,997 Self-Insurance Internal Service Fund Judicial Special Revenue Fund 63,000 Self-Insurance Internal Service Fund Wastewater Fund 252,000 Self-Insurance Internal Service Fund Sanitation Fund 240,625 Self-Insurance Total $ 15,322,584 The following is a reconciliation of interfund transfers in the government-wide statement of activities for the year ended September 30, 2023: Transfer Transferred To Transferred From Balance Governmental Activities Business-Type Activities $ 492,625 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. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 52 Note 11 – Commitments The City has a contractual commitment with the Autauga County Commission for the funding of the metro jail facility. The contract provides for quarterly payments of 20% of the total salary and benefit costs of all jail employees, 33% of the total operational costs of the jail, and 40% of all budgeted inmate medical costs. The City paid a total of $564,605 during the fiscal year ended September 30, 2023. As of September 30, 2023, commitments to contractors on capital projects were as follows: Commitments $ 29,452,625 Spent-to-date 6,311,496 Remaining commitments $ 23,141,129 Note 12 – Pension Plan Plan description - The Employees’ Retirement System of Alabama (the Plan or ERS), an agent multiple-employer public employee retirement plan, was established as of October 1, 1945, pursuant to the Code of Alabama 1975, Title 36, Chapter 27 (Act 515 of the Legislature of 1945). The purpose of the ERS is to provide 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 which consists of 13 trustees. The Plan is administered by the Retirement Systems of Alabama (RSA). The Code of Alabama 1975, Title 36, Chapter 27 grants the authority 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 15 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) Eight 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. One full time employee of a participating municipality or city in ERS pursuant to the Code of Alabama 1975, Section 36- 27-6. d. One full time employee of a participating county in ERS pursuant to the Code of Alabama 1975, Section 36-27-6. e. One full time employee or retiree of a participating employer in ERS pursuant to the Code of Alabama 1975, Section 36-27-6. f. One full time employee of a participating employer other than a municipality, city or county in ERS pursuant to the Code of Alabama 1975, Section 36-27-6. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 53 Note 12 – 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 10 years of creditable service. State employees who retire after age 60 (52 for State Police) with 10 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 10 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 3 of the last 10 years) for each year of service. State Police are allowed 2.875% 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 10 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 1.65% of their average final compensation (highest 5 of the last 10 years) for each year of service. State Police are allowed 2.375% for each year of state police service in computing the formula method. Members are eligible for disability retirement if they have 10 years of credible service, are currently in-service, and determined by the RSA Medical Board to be permanently incapacitated from further performance of duty. Pre-retirement death benefits are calculated and paid to the beneficiary on the member’s age, service credit, employment status and eligibility for retirement. Act 132 of the Legislature of 2019 allowed employers who participate in the ERS pursuant to Code of Alabama 1975, Section 36- 27-6 to provide Tier 1 retirement benefits to their Tier 2 members. Tier 2 members of employers adopting Act 2019-132 will contribute 7.5% of earnable compensation for regular employees and 8.5% for firefighters and law enforcement officers. A total of 590 employers adopted Act 2019-132. On March 11, 2021, the Prattville City Council approved the implementation of Act 2019-132, which provides Tier 1 retirement benefits to Tier 2 members. Act 316 of the Legislature of 2019 allows employees at the time of retirement to receive a partial lump sum (PLOP) distribution as a single payment not to exceed the sum of 24 months of the maximum monthly retirement allowance the member could receive. This option may be selected in addition to the election of another retirement allowance option at a reduced amount based upon the amount of partial lump sum distribution selected. The ERS serves approximately 886 local participating employers. The ERS membership includes approximately 108,890 participants and the City’s membership includes 546 participants. As of September 30, 2022, membership consisted of: ERS City Retirees and beneficiaries currently receiving benefits 30,598 156 Terminated employees entitled to but not yet receiving benefits 2,286 8 Terminated employees not entitled to a benefit 18,689 51 Active members 57,278 331 Post-DROP retired members still in active service 39 - Total 108,890 546 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 54 Note 12 – Pension Plan (continued) Contributions - Covered members of the ERS contributed 5% 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% 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% of earnable compensation. Employers participating in the ERS pursuant to Code of Alabama 1975, Section 36-27-6 were not required by statue to increase covered member contribution rates but were provided the opportunity to do so through Act 2011-676. By adopting Act 2011- 676 Tier 1 regular members contribution rates increased from 5% to 7.5% of earnable compensation and Tier 1 firefighters and law enforcement officers increased from 6% to 8.5% of earnable compensation. On March 11, 2021, the Prattville City Council approved the implementation of Act 2011-676 in conjunction with the approval of Act 2019-132. Tier 2 covered members of the ERS contribute 6% 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% of earnable compensation. Tier 2 State Police members of the ERS contribute 10% 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 preretirement death benefit, and administrative expenses of the Plan. For the year ended September 30, 2023, the City’s active employee contribution rate was 8.50% of Covered payroll, and the City’s average contribution rate to fund the normal and accrued liability costs was 10.85% of pensionable payroll. The City’s contractually required contribution rate for the year ended September 30, 2023, was 10.85% of pensionable pay for Tier 1 employees, and 7.64% of pensionable pay for Tier 2 employees. These required contribution rates are based upon the actuarial valuation as of September 30, 2020, 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 $2,301,968 for the year ended September 30, 2023. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 55 Note 12 – Pension Plan (continued) Net pension liability - The City of Prattville’s net pension liability was measured as of September 30, 2022 and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as September 30, 2021 rolled forward to September 30, 2022 using standard roll-forward techniques as shown in the following table: Actual Before Actual After Expected Plan Changes Plan Changes (a) TPL as of September 30, 2021 $ 81,586,429 $ 83,088,004 $ 83,131,713 (b) Discount rate 7.45% 7.45% 7.45% (c) Entry age normal cost for the period October 1, 2021 –September 30, 2022 1,864,962 1,864,962 1,866,345 (d) Transfers among employers - – 389,877 389,877 (e) Actual benefit payments and refunds for the period October 1, 2021 – September 30, 2022 (4,303,276) (4,303,276) (4,303,276) (f) TPL as of September 30, 2022 =[(a) x (1+(b))] + (c) + (d) + [(e) x (1+0.5 x (b))] $ 85,066,007 $ 86,289,573 $ 86,337,921 13,853,206 (g) Difference between expected and actual $ 1,223,566 (h) Less liability transferred for immediate recognition 389,877 (i) Experience (gain)/loss = (g) – (h) $ 1,613,443 (j) Difference between actual TPL before/after Plan Changes $ 48,348 Actuarial assumptions - The total pension liability in the September 30, 2020 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 2.50% Salary increases 3.25% - 7.75% Investment rate of return* 7.45% *Net of pension plan investment expense, including inflation Mortality rates were based on the Pub-2010 Below-Median Tables, projected generationally using the MP-2020 scale, which is adjusted by 66-2/3% beginning with year 2019: Group Membership Table Set Forward (+)/ Setback (-) Adjustment to Rates Non-FLC Service Retirees General Healthy Below Median Male: +2, Female: +2 Male: 90% ages < 65, 96% ages >= 65 Female: 96% all ages FLC/State Police Service Retirees Public Safety Healthy Below Median Male: +1, Female: none None Beneficiaries Contingent Survivor Below Median Male: +2, Female: +2 None Non-FLC Disabled Retirees General Disability Male: +7, Female: +3 None FLC/State Police Disabled Retirees Public Safety Disability Male: +7, Female: none None The actuarial assumptions used in the September 30, 2021 valuation were based on the results of an actuarial experience study for the period October 1, 2015 – September 30, 2020. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 56 Note 12 – 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 Target Expected Rate Asset Class Allocation of Return* Fixed Income 15.00% 2.80% U.S. Large Stock 32.00% 8.00% U.S Mid Stocks 9.00% 10.00% U.S. Small Stocks 4.00% 11.00% International Developed Market Stocks 12.00% 9.50% International Emerging Market Stocks 3.00% 11.00% Alternatives 10.00% 9.00% Real Estate 10.00% 6.50% Cash Equivalents 5.00% 1.50% Total 100.00% *Includes assumed rate of inflation of 2.00%. Discount rate - The discount rate used to measure the total pension liability was the long-term rates of return, 7.45%. The projection of cash flows used to determine the discount rates 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 rates of return on pension plan investments were applied to all periods of projected benefit payments to determine the total pension liability. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 57 Note 12 – Pension Plan (continued) Changes in the net pension liability - The changes in the components of the net pension liability of the City for the year ended September 30, 2023, were as follows: Total Pension Plan Fiduciary Net Pension Liability (a) Net Position (b) Liability (a-b) Balances at October 1, 2021 $ 81,586,429 $ 62,149,796 $ 19,436,633 Changes for the year Service cost 1,864,962 - 1,864,962 Interest 5,917,892 - 5,917,892 Changes of assumptions 48,348 - 48,348 Difference between expected & actual experience 1,613,443 - 1,613,443 Contributions - employer - 2,119,391 (2,119,391) Contributions - employee - 1,342,107 (1,342,107) Net investment income - (7,869,539) 7,869,539 Benefits paid & refunds of employee contributions (4,303,276) (4,303,276) - Administrative expense - - - Transfers among employers (389,877) (389,877) - Net changes 4,751,492 (9,101,194) 13,852,686 Balances at September 30, 2022 $ 86,337,921 $ 53,048,602 $ 33,289,319 Sensitivity of the net pension liability to changes in the discount rate - The following presents the net pension liability of the City, calculated using the discount rate of 7.45%, as well as what the City's net pension liability would be if it were calculated using a discount rate that is 1-percentage-point lower (6.45%) or 1-percentage-point higher (8.45%) than the current rate: Current 1% Decrease Discount Rate 1% Increase (6.45%) (7.45%) (8.45%) City’s net pension liability $ 44,171,289 $ 33,289,319 $ 24,211,081 Actuarial valuations involve estimates of the value of reported amounts and assumptions about the probability of events far into the future, and actuarially determined amounts are subject to continual revision as results are compared to past expectations and new estimates are made about the future. Actuarial calculations reflect a long-term perspective. Calculations are based on the substantive plan in effect as of September 30, 2022 and the current sharing pattern of costs between employer and employee. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 58 Note 12 – 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 Annual Comprehensive Financial Report for the fiscal year ended September 30, 2022. The supporting actuarial information is included in the GASB Statement No. 68 Report for the ERS prepared as of September 30, 2022. The auditor’s report 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 http://www.rsa-al.gov/index.php/employers/financial- reports/gasb-68-reports/. Pension expense and deferred outflows of resources and deferred inflows of resources related to pensions - For the year ended September 30, 2023, the City recognized pension expense of $5,337,739. At September 30, 2023, the City reported deferred outflows and inflows of resources related to pensions from the following sources: Deferred Deferred Outflows of Inflows of Resources Resources Differences between expected and actual $ 4,579,705 $ 467,677 Change of assumptions 2,614,756 - Net difference between projected and actual earnings on plan investments 10,856,261 4,443,868 Employer contributions subsequent to measurement date 2,301,968 - Total $ 20,352,690 $ 4,911,545 City contributions subsequent to the measurement date of $2,301,968 are reported as deferred outflows of resources and will be recognized as a reduction of the net pension liability in the year ending September 30, 2024. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Year ending September 30 Amount 2024 $ 3,231,066 2025 2,475,794 2026 2,412,204 2027 3,859,062 2028 1,014,374 Thereafter 146,677 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 59 Note 13 – Other Post-Employment Benefits (OPEB) Plan description - The City provides certain continuing health care and life insurance benefits for its retired employees. The City’s plan is a single-employer defined benefit OPEB plan administered by the City. The authority to establish and/or amend the obligation of the employer, employees, and retirees rests with the City. No assets are accumulated in a trust that meets the criteria in Governmental Accounting Standards Board (GASB) Codification Section P52, Postemployment Benefits Other Than Pensions-Reporting For Benefits Not Provided Through Trusts That Meet Specified Criteria-Defined Benefit. Benefits provided - 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. Employees covered by benefit terms - At September 30, 2023, the following employees were covered by the benefit terms: City Active employees 340 inactive employees currently receiving benefit payments 21 361 Actuarial assumptions - The City’s total OPEB liability was determined by an actuarial valuation roll-forward as of October 1, 2022, using the following key actuarial assumptions and other inputs: Inflation 2.50% Salary increases, including wage inflation 3.25% - 6.00% Healthcare Cost Rates 5.50% annually until 2030, then 4.50% The discount rate used to measure the TOL was based upon the Bond Buyers' 20 Year General Obligation municipal bond index as of September 30, 2023, the end of the applicable measurement period. Mortality rates were based on the RP-2000 Combined Mortality Table for Males or Females, as appropriate. The City reported a total OPEB liability of $3,627,803, using a measurement date as of September 30, 2023. Total OPEB Lability Balance at September 30, 2022 $ 3,288,738 Changes for the year Service cost 87,487 Interest 127,408 Differences between expected and actual experience 378,022 Changes of assumptions (15,095) Benefit payments (238,757) Net changes 339,065 Balance at September 30, 2023 $ 3,627,803 The City’s total OPEB liability was determined by an actuarial valuation as of October 1, 2022 with the actuary using standard techniques to roll forward the liability to the measurement date. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 60 Note 13 – Other Post-Employment Benefits (OPEB) (continued) The remaining actuarial assumptions (e.g., initial per capita costs, health care cost trends, rate of plan participation, rates of plan election, etc.) used in the October 1, 2022 valuation were based on a review of recent plan experience done concurrently with the September 30, 2022 valuation. Sensitivity of the total OPEB liability to changes in the discount rate - The following presents the total OPEB liability of the City, as well as what the City’s total OPEB liability would be if it were calculated using a discount rate that is 1-percentage-point lower (3.09%) or 1-percentage-point higher (5.09%) than the current discount rate: 1% Decrease (3.09%) Discount Rate (4.09%) 1% Increase (5.09%) City’s total OPEB liability $ 4,401,021 $ 3,627,803 $ 3,029,689 Sensitivity of the total OPEB liability to changes in the healthcare cost trend rates - The following presents the total OPEB liability of the City, as well as what the City’s total OPEB liability would be if it were calculated using healthcare cost trend rates that are 1-percentage-point lower (4.50% decreasing to 3.50%) or 1-percentage-point higher (4.50% increasing to 5.50%) than the current healthcare cost trend rates: 1% Decrease Current Discount Rate 1% Increase City’s total OPEB liability $ 3,097,721 $ 3,627,803 $ 4,317,977 OPEB expense and deferred outflows of resources and deferred inflows of resources related to OPEB - For the year ended September 30, 2023, the City recognized OPEB expense of $388,468. At September 30, 2023, the City reported deferred outflows of resources and deferred inflows of resources related to OPEB from the following sources: Deferred Deferred Outflows of Inflows of Resources Resources Differences between expected and actual experience $ 604,977 $ 189,886 Change of assumptions 539,500 367,948 Total $ 1,144,477 $ 557,834 Amounts reported as deferred outflows of resources and deferred inflows of resources related to OPEB will be recognized in OPEB expense as follows: Year ending September 30 Amount 2023 $ 173,573 2024 173,573 2025 54,039 2026 (26,388) 2027 87,100 Thereafter 124,746 City of Prattville, Alabama Notes to Financial Statements September 30, 2023 61 Note 14 – Risk Management The City is exposed to various risks of loss 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, 2023, 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. Employee’s 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 $125,000. Changes in the balances of claims liabilities during the past two years are as follows: Employee Medical Insurance Fund 2023 2022 Unpaid claims, beginning of fiscal year $ 197,000 $ 205,500 Incurred claims (including IBNRs) 2,280,670 3,326,425 Claim payments (2,275,300) (3,334,925) Unpaid claims, ending $ 202,370 $ 197,000 Note 15 – Tax Abatements The City, in conjunction with the Industrial Development Board of the City of Prattville and the Commercial Development Authority of the City of Prattville, enters into economic development incentive agreements with entities that propose to locate businesses within the City, or expand businesses within the City, which are expected to provide stimulus to the City’s economy. These agreements provide for full or partial abatement of sales, use and/or property taxes, as well as other financial commitments. Property taxes are abated through reductions of assessed values. Sales and use taxes are abated either through exemptions granted on purchases for specified construction or equipment-purchase purposes or through tax rebate arrangements. The agreements have limited terms of duration and/or maximum abatement thresholds. As a result of these agreements the City expects to receive economic benefits including but not limited to increased revenue, job creation and job retention. These incentive agreements require approval by the Mayor and City Council and are pursuant to Chapter 54A of Title 11 of the Code of Alabama 1975, as amended and Chapter 9B of Title 40 of the Code of Alabama 1975, as amended. Some agreements provide for the repayment to the City of abated amounts if the entity ceases to operate its business for a certain length of time, fails to produce and maintain a certain level of employment or fails to complete construction within a certain length of time. The City does not collect property taxes. The Revenue Commissioner of Autauga County and the Revenue Commissioner of Elmore County are responsible for such collections for the areas of the City falling within their respective county. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 62 Note 15 – Tax Abatements (continued) Sales and use taxes abated – fiscal year 2023 $ 1,219,900 Sales and use taxes rebated – fiscal year 2023 $ 1,663,355 Property taxes abated – fiscal year 2023 $ 378,156 Commitments other than tax abatements are included at times in the City’s economic development agreements. The value of such commitments paid during fiscal year 2023 totaled $2,093,883. In the case of sales and use tax abatements on construction materials, the taxes abated are not received by the City, nor is there currently a reporting mechanism for the City to receive such information. The State Department of Revenue provides a Purchasing Agent appointment letter to subject entities so that they can purchase material tax-exempt. The City will take action to require this reporting in all future abatement agreements. Note 16 – Related Party Transactions The City Council appoints members of the PWWB and the City utilizes the PWWB as the collection agent for sewer and sanitation services. The City recognizes revenue for services when billed by the PWWB. The receivable from the PWWB for sewer and sanitation collection fees at September 30, 2023 was $823,403. The City appropriated $350,000 to the Library (a component unit) and $120,000 to the Airport Authority (a component unit) during the fiscal year ended September 30, 2023. These appropriations made were for operating and capital subsidies. Note 17 – Funding Agreements On September 1, 2006, the City entered into a funding agreement with the Cooperative District of the City of Prattville (the “Cooperative”), a public corporation, simultaneously with the Cooperative’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 Cooperative. Pursuant to the funding agreement, the City will collect and remit to First Commercial Bank, the trustee of the Cooperative’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. In December 2008, the City 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 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. City of Prattville, Alabama Notes to Financial Statements September 30, 2023 63 Note 18 – Subsequent Events The City has evaluated subsequent events and transactions for potential recognition or disclosure through the date of the auditor’s report, which was the date the financial statements were available to be issued. All subsequent events requiring recognition as of September 30, 2023, have been incorporated into these financial statements. Required Supplementary Information City of Prattville, Alabama Required Supplementary Information Schedule of Changes in Net Pension Liability and Related Ratios Last 10 Fiscal Years Ended September 30 64 2022 2021 2020 2019 2018 2017 2016 2015 2014 Total Pension Liability Service cost $ 1,864,962 $ 1,557,179 $ 1,290,908 $ 1,310,711 $ 1,284,302 $ 1,313,612 $ 1,252,658 $ 1,212,096 $ 1,171,241 Interest 5,917,892 5,291,980 5,012,833 4,795,699 4,707,021 4,429,332 4,058,682 3,888,707 3,680,319 Changes in benefit terms 48,347 - - - - - - - - Differences between actual 1,613,443 3,963,462 1,151,805 227,237 (1,581,197) 870,621 832,419 (581,675) - & expected experience Changes of assumptions - 3,405,671 282,503 - 352,614 - 2,954,211 - - Benefit payments, including refunds of employee contributions (4,303,276) (4,081,361) (3,809,446) (3,416,753) (2,996,078) (2,816,326) (2,473,697) (2,315,181) (2,178,239) Transfers among employers (389,877) 681,807 (167,361) 99,369 (10,272) (124,282) (33,807) - - Net change in total pension liability 4,751,491 10,818,738 3,761,242 3,016,263 1,756,390 3,672,957 6,590,466 2,203,947 2,673,321 Total pension liability - beginning 81,586,430 70,767,692 67,006,450 63,990,187 62,233,797 58,560,840 51,970,374 49,766,427 47,093,106 Total pension liability - ending (a) 86,337,921 81,586,430 70,767,692 67,006,450 63,990,187 62,233,797 58,560,840 51,970,374 49,766,427 Plan Fiduciary Net Position Contributions - employer 2,119,391 1,767,487 1,567,593 1,472,118 1,343,080 1,243,058 1,381,338 1,209,263 1,157,444 Contributions - employee 1,342,107 1,144,429 1,118,799 901,330 880,032 859,821 902,821 806,208 755,114 Net investment income (7,869,539) 11,337,748 2,807,829 1,258,126 4,223,503 5,272,028 3,854,740 447,754 4,089,766 Benefit payments, including refunds of employee contributions (4,303,276) (4,081,361) (3,809,446) (3,416,753) (2,996,078) (2,816,326) (2,473,697) (2,315,181) (2,178,239) Transfers among employees (389,877) 681,807 (167,361) 99,369 (10,271) (124,282) (33,807) (153,992) (148,504) Net change in plan fiduciary net position (9,101,194) 10,850,110 1,517,414 314,190 3,440,266 4,434,299 3,631,395 (5,948) 3,675,581 Plan fiduciary net position - beginning 62,149,796 51,299,686 49,782,272 49,468,082 46,027,816 41,593,517 37,962,122 37,968,070 34,292,489 Plan fiduciary net position - ending (b) 53,048,602 62,149,796 51,299,686 49,782,272 49,468,082 46,027,816 41,593,517 37,962,122 37,968,070 Net pension liability (asset) - ending (a) - (b) $ 33,289,319 $ 19,436,634 $ 19,468,006 $ 17,224,178 $ 14,522,105 $ 16,205,981 $ 16,967,323 $ 14,008,252 $ 11,798,357 Plan fiduciary net position as a % 61.44% 76.18% 72.49% 74.29% 77.31% 73.96% 71.03% 73.05% 76.29% of the total pension liability Covered payroll $ 19,209,703 $ 17,371,706 $ 16,637,399 $ 15,254,334 $ 14,978,179 $ 14,565,066 $ 15,059,971 $ 14,118,970 $ 13,328,666 Net pension liability as a % of covered payroll 173.29% 111.89% 117.01% 112.91% 96.96% 111.27% 112.67% 99.22% 88.52% Notes to Schedule The schedule will present 10 years of information once it is accumulated. City of Prattville, Alabama Required Supplementary Information Schedule of Employer Contributions Last 10 Fiscal Years Ended September 30 65 2023 2022 2021 2020 2019 2018 2017 2016 2015 Actuarially determined contribution $ 2,301,968 $ 2,093,720 $ 1,828,406 $ 1,628,972 $ 1,528,265 $ 1,331,931 $ 1,296,995 $ 1,436,237 $ 1,258,700 Contributions in relation to the actuarially determined contribution 2,301,968 2,093,720 1,828,406 1,628,972 1,528,265 1,331,931 1,296,995 1,436,237 1,258,700 Contribution deficiency (excess) $ - $ - $ - $ - $ - $ - $ - $ - $ - Covered payroll $ 19,638,842 $ 19,209,703 $ 17,371,706 $ 16,637,399 $ 15,254,334 $ 14,978,179 $ 14,565,066 $ 15,059,971 $ 14,118,970 Contributions as a percentage of covered payroll 11.72% 10.90% 10.53% 9.79% 10.02% 8.89% 8.90% 9.54% 8.91% Notes to Schedule The schedule will present 10 years of information once it is accumulated. 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. Contributions for fiscal year 2023 were based on September 30, 2020 actuarial valuation. Methods and assumptions used to determine contribution rates: Actuarial cost method Entry age Amortization method Level percent closed Remaining amortization period 24.5 years Asset valuation method Five-year smoothed market Inflation 2.75% Salary increases 3.25 - 5.00%, including inflation Investment rate of return 7.45%, net of pension plan investment expense, including inflation City of Prattville, Alabama Required Supplementary Information Schedule of Changes in Total OPEB Liability and Related Ratios Last 10 Fiscal Years Ended September 30 66 2023 2022 2021 2020 2019 2018 Total OPEB Liability Service cost $ 87,487 $ 104,737 $ 110,550 $ 98,274 $ 55,465 $ 60,832 Interest 127,408 83,804 76,196 73,522 92,566 81,711 Difference between actual and expected experience 378,022 (272,634) 217,312 331,826 106,044 (12,564) Change of assumptions (15,095) (408,295) 265,248 385,378 417,628 (128,538) Benefit payments (238,757) (233,507) (204,907) (205,502) (38,938) (36,908) Net change in total OPEB liability 339,065 (725,895) 464,399 683,498 632,765 (35,467) Total OPEB liability - beginning 3,288,738 4,014,633 3,550,234 2,866,736 2,233,971 2,269,438 Total OPEB liability - ending 3,627,803 3,288,738 4,014,633 3,550,234 2,866,736 2,233,971 Covered-employee payroll $ 18,462,872 $ 17,752,762 $ 16,453,345 $ 15,820,524 $ 15,115,616 $ 14,534,246 Total OPEB liability as a percentage of covered-employee payroll 19.65% 18.53% 24.40% 22.44% 18.97% 15.37% Notes to Schedule There are no assets accumulated in a GASB compliant trust. The discount rate changed from 4.02% as of September 30, 2022 to 4.09% as of September 30, 2023. There were no changes of benefits for the year ended September 30, 2023. The schedule will present 10 years of information once it is accumulated. Other Supplementary Information City of Prattville, Alabama Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget to Actual Capital Projects Fund For the Year Ended September 30, 2023 67 Variance with Final Budget Budgeted Amounts Actual Amounts Positive Original Final Budgetary Basis (Negative) Revenues Lodging taxes $ 580,000 $ 580,000 $ 614,941 $ 34,941 Intergovernmental revenues 8,780,078 8,780,078 2,997,948 (5,782,130) Interest 4,000 4,000 497,935 493,935 Total revenues 9,364,078 9,364,078 4,110,824 (5,253,254) Expenditures Capital outlay 28,016,500 28,166,500 7,394,572 20,771,928 Total expenditures 28,016,500 28,166,500 7,394,572 20,771,928 Deficiency of revenues over expenditures (18,652,422) (18,802,422) (3,283,748) 15,518,674 Other Financing Sources (Uses) Issuance of long-term debt 400,000 400,000 - (400,000) Transfers in 2,204,000 2,354,000 4,242,565 1,888,565 Transfers out (615,663) (615,663) (3,638,980) (3,023,317) Total other financing sources (uses) 1,988,337 2,138,337 603,585 (1,534,752) Net change in fund balance $ (16,664,085) $ (16,664,085) (2,680,163) $ 13,983,922 Adjustment for reconciling items to adjust from budgetary basis to modified accrual basis Change in encumbrances (148,004) Net Change in Fund Balance, Modified Accrual Basis (2,828,167) Fund Balance, Beginning 16,435,187 Fund Balance, Ending $ 13,607,020 See accompanying notes to schedules of revenues, expenditures, and changes in fund balance – budget to actual. City of Prattville, Alabama Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget to Actual Debt Service Fund For the Year Ended September 30, 2023 68 Variance with Final Budget Budgeted Amounts Actual Amounts Positive Original Final Budgetary Basis (Negative) Revenues Interest income $ - $ - $ 2,080 $ 2,080 Expenditures Debt service Interest and fiscal charges 780,238 780,238 780,265 (27) Principal payments 1,403,600 1,403,600 1,403,600 - Total expenditures 2,183,838 2,183,838 2,183,865 (27) Deficiency of revenues under expenditures (2,183,838) (2,183,838) (2,181,785) 2,053 Other Financing Sources (Uses) Transfers in 2,183,838 2,183,838 2,183,865 27 Transfers out - - - - Total other financing sources 2,183,838 2,183,838 2,183,865 27 Net change in fund balances $ - $ - 2,080 $ 2,080 Net Change in Fund Balance, Modified Accrual Basis 2,080 Fund Balance, Beginning - Fund Balance, Ending $ 2,080 See accompanying notes to schedules of revenues, expenditures, and changes in fund balance – budget to actual. City of Prattville, Alabama Notes to Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget to Actual For the Year Ended September 30, 2023 69 Budgets and budgetary accounting - The budget is adopted annually at the beginning of each fiscal year for the Capital Projects Fund and Debt Service 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. During 2023, transfers out exceeded appropriations in the Capital Project Fund due to underbudgeted reimbursements to the General Fund related to drawdowns on the Parks and Recreation – Tier I Projects. 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. Capital Projects Fund Net change in fund balance, modified accrual basis $ (2,680,163) Encumbrances at beginning of the year 1,996 Encumbrances at end of the year (150,000) Net change in fund balance, budgetary basis $ (2,828,167 Statistical Section 70 Statistical Section This part of the City of Prattville, Alabama’s annual comprehensive financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, required supplementary information, and supplementary information says about the City's overall financial health. Page Financial Trends ................................................................................................................................................................ 71-75 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 .............................................................................................................................................................. 76-79 These schedules contain information to help the reader assess the City's most significant local revenue sources. Debt Capacity .................................................................................................................................................................... 80-83 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 ........................................................................................................................... 84-85 These schedules offer demographic and economic indicators to help the reader understand the environment within which the City's financial activities take place. Operating Information ....................................................................................................................................................... 86-88 These schedules contain service and infrastructure data to help the reader understand how the information in the City's financial report relates to the services the City provides and the activities it performs. Sources: Unless otherwise noted, the information in these schedules is derived from the annual comprehensive financial reports. City of Prattville, Alabama Schedule 1 Net Position by Component (accrual basis of accounting) 71 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Governmental Activities Net investment in capital assets $ 36,578,653 $ 39,468,399 $ 43,629,725 $ 50,777,504 $ 56,746,210 $ 61,250,307 $ 64,770,445 $ 70,713,645 $ 90,286,177 $ 97,522,876 Restricted 975,467 1,568,412 1,800,916 1,756,318 1,345,927 1,679,172 3,949,053 2,848,900 2,660,542 2,288,120 Unrestricted (24,140,154) (28,898,955) (24,934,891) (22,656,464) (17,754,839) (11,293,458) (5,304,442) 1,811,438 12,143,834 25,210,298 Total governmental activities net position $ 13,413,966 $ 12,137,856 $ 20,495,750 $ 29,877,358 $ 40,337,298 $ 51,636,021 $ 63,415,056 $ 75,373,983 $ 105,090,553 $ 125,021,294 Business-Type Activities Net investment in capital assets $ 4,402,643 $ 6,384,146 $ 7,367,599 $ 9,544,408 $ 8,171,026 $ 9,330,909 $ 10,553,041 $ 12,513,145 $ 12,516,514 $ 13,138,263 Unrestricted 3,281,842 838,425 666,650 1,767 2,399,394 3,299,714 4,077,092 4,035,922 5,587,678 5,431,409 Total business-type activities net position $ 7,684,485 $ 7,222,571 $ 8,034,249 $ 9,546,175 $ 10,570,420 $ 12,630,623 $ 14,630,133 $ 16,549,067 $ 18,104,192 $ 18,569,672 Primary Government Net investment in capital assets $ 40,981,296 $ 45,852,545 $ 50,997,324 $ 60,321,912 $ 64,917,236 $ 70,581,216 $ 75,323,486 $ 83,226,790 $ 102,802,691 $ 110,661,139 Restricted 975,467 1,568,412 1,800,916 1,756,318 1,345,927 1,679,172 3,949,053 2,848,900 2,660,542 2,288,120 Unrestricted (20,858,312) (28,060,530) (24,268,241) (22,654,697) (15,355,445) (7,993,744) (1,227,350) 5,847,360 17,731,512 30,641,707 Total primary government activities net position $ 21,098,451 $ 19,360,427 $ 28,529,999 $ 39,423,533 $ 50,907,718 $ 64,266,644 $ 78,045,189 $ 91,923,050 $ 123,194,745 $ 143,590,966 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. Note: Periods prior to 2018 have not been retroactively restated for the impact of Statement No. 75 of the Governmental Accounting Standards Board, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions. Note: Periods prior to 2022 have not been retroactively restated for the impact of Statement No. 87 of the Governmental Accounting Standards Board, Leases. City of Prattville, Alabama Schedule 2 Changes in Net Position (accrual basis of accounting) 72 Governmental Activities 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Expenses Governmental activities General government $ 7,250,279 $ 7,619,638 $ 8,280,428 $ 8,592,901 $ 8,677,745 $ 9,675,034 $ 9,533,096 $ 11,667,746 $ 13,786,258 $ 13,671,768 Public safety 14,094,661 15,125,945 16,385,499 16,801,682 16,611,555 16,509,683 18,361,213 19,266,236 21,163,072 24,044,135 Public works 5,180,698 6,019,336 6,451,296 5,288,183 5,872,825 6,719,792 6,930,579 6,769,825 7,680,139 10,586,147 Cultural and recreational 1,980,775 2,021,877 2,204,798 2,096,394 2,314,090 2,872,314 3,068,326 3,339,664 3,991,343 4,820,823 Economic development - - - - 1,828,093 - - - - - Interest on long-term debt 1,727,232 917,762 943,460 853,853 589,467 565,292 591,323 982,040 754,894 1,024,201 Total governmental activities expenses 30,233,645 31,704,558 34,265,481 33,633,013 35,893,775 36,342,115 38,484,537 42,025,511 47,375,706 54,147,074 Program Revenues Governmental activities Charges for services General government 5,499,156 5,973,943 5,971,164 5,942,996 6,238,858 6,219,359 7,115,222 7,481,888 9,186,255 9,532,507 Public safety 1,709,921 1,411,107 1,104,211 1,276,310 1,537,335 1,643,355 924,914 1,076,420 1,189,379 1,944,507 Cultural and recreational 251,562 257,548 289,834 296,242 306,400 494,584 393,829 614,175 895,941 896,985 Operating grants and contributions 71,025 17,820 135,291 31,943 231,359 219,891 1,869,454 2,855,387 2,654,166 2,706,833 Capital grants and contributions 1,417,033 3,953,219 4,596,515 4,581,613 4,226,472 4,814,309 4,218,796 799,992 16,052,408 6,495,847 Total governmental activities program revenues 8,948,697 11,613,637 12,097,015 12,129,104 12,540,424 13,391,498 14,522,215 12,827,862 29,978,149 21,576,679 Total primary government net expense (21,284,948) (20,090,921) (22,168,466) (21,503,909) (23,353,351) (22,950,617) (23,962,322) (29,197,649) (17,397,557) (32,570,395) General Revenues and Other Changes in Net Position Governmental activities Sales and use taxes 21,221,765 22,112,831 23,261,064 23,336,649 24,496,182 26,195,592 27,588,603 32,422,803 35,616,715 37,928,844 Real and personal property taxes 2,690,055 2,614,090 2,812,535 2,796,943 2,903,635 2,683,078 3,058,007 3,280,632 3,405,722 3,892,055 Lodging taxes 1,647,626 1,804,447 1,898,959 2,028,437 2,288,773 2,476,053 1,970,330 2,380,696 3,558,414 3,727,962 Local gasoline taxes 941,261 970,304 1,015,531 1,034,599 1,070,850 1,175,500 1,023,810 1,144,666 1,131,901 1,135,865 Alcoholic beverage taxes 408,900 273,579 356,953 378,800 374,545 390,690 416,068 478,991 509,160 498,411 Rental taxes 346,089 377,964 388,975 378,341 393,905 484,343 406,811 460,804 527,524 622,395 Tobacco taxes 134,656 136,220 121,636 117,974 140,400 126,962 126,449 120,463 112,831 110,626 Excise taxes 65,949 79,780 77,436 175,042 146,943 222,161 - - - - Unrestricted shared revenues - - - - - - 453,074 496,879 1,080,208 1,762,606 Investment earnings 164,964 62,586 93,022 94,168 79,558 90,186 130,579 56,800 135,391 789,053 Miscellaneous revenue 359,099 460,002 500,249 491,229 602,010 366,270 436,520 1,066,548 497,773 1,568,926 Gain (loss) on disposal of assets 54,747 36,300 3,320 - (46,495) 177,306 62,244 33,488 (28,232) Transfers - - - 50,015 - 85,000 81,247 (814,950) 505,000 492,625 Total governmental activities general revenues and other changes in net position 28,035,111 28,928,103 30,526,360 30,885,517 32,496,801 34,249,340 35,868,804 41,156,576 47,114,127 52,501,136 Total governmental activities change in net position $ 6,750,163 $ 8,837,182 $ 8,357,894 $ 9,381,608 $ 9,143,450 $ 11,298,723 $ 11,906,482 $ 11,958,927 $ 29,716,570 $ 19,930,741 City of Prattville, Alabama Schedule 2 Changes in Net Position (accrual basis of accounting) 73 2014 2015 2016 2017 2018 2019 2020 2021 2022 2022 Business-type Activities Expenses Wastewater $ 2,763,675 $ 2,852,233 $ 2,869,892 $ 2,826,180 $ 3,989,631 $ 4,193,126 $ 4,494,416 $ 5,212,704 $ 5,554,371 $ 6,500,266 Sanitation 2,463,315 2,539,325 2,886,650 3,019,998 2,994,426 2,789,159 2,471,008 3,032,017 3,018,636 3,274,329 Total business-type activities expenses 5,226,990 5,391,558 5,756,542 5,846,178 6,984,057 6,982,285 6,965,424 8,244,721 8,573,007 9,774,595 Revenues Charges for services Wastewater 3,729,267 3,911,891 3,994,729 4,506,215 5,008,762 5,448,276 6,000,746 6,360,143 7,040,907 7,126,651 Sanitation 2,452,098 2,457,400 2,550,392 2,601,138 2,644,530 2,753,354 2,798,298 2,982,123 3,302,223 3,515,726 Operating grants and contributions Wastewater - - - - - - 873 - - - Capital grants and contributions Wastewater - - - - 224,640 805,763 - - - - Total business-type activities revenues 6,181,365 6,369,291 6,545,121 7,107,353 7,877,932 9,007,393 8,799,917 9,342,266 10,343,130 10,642,377 Total business-type activities net program revenue 954,375 977,733 788,579 1,261,175 893,875 2,025,108 1,834,493 1,097,545 1,770,123 867,782 Other Changes in Net Position Investment earnings - - - - 99,721 79,095 24,673 6,439 6,557 58,008 Miscellaneous revenue 5,055 4,382 4,852 7,760 27,261 - 4,097 - 281,154 (1,800) Gain (loss) on disposal of assets - 42,306 18,247 293,006 3,388 41,000 217,494 - 2,291 34,115 Transfers - - - (50,015) - (85,000) (81,247) 814,950 (505,000) (492,625) Total business-type activities other changes in net position 5,055 46,688 23,099 250,751 130,370 35,095 165,017 821,389 (214,998) (402,302) Total business-type activities change in net position $ 959,430 $ 1,024,421 $ 811,678 $ 1,511,926 $ 1,024,245 $ 2,060,203 $ 1,999,510 $ 1,918,934 $ 1,555,125 $ 465,480 Total primary government change in net position $ 7,709,593 $ 9,861,603 $ 9,169,572 $10,893,534 $ 10,167,695 $13,358,926 $13,905,992 $ 14,077,691 $31,055,236 $20,396,221 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. Note: Periods prior to 2018 have not been retroactively restated for the impact of Statement No. 75 of the Governmental Accounting Standards Board, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions. Note: Periods prior to 2022 have not been retroactively restated for the impact of Statement No. 87 of the Governmental Accounting Standards Board, Leases City of Prattville, Alabama Schedule 3 Fund Balances of Governmental Funds (modified accrual basis of accounting) 74 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 General Fund Nonspendable $ 114,704 $ 136,566 $ 166,583 $ 146,829 $ 145,829 $ 900,379 $ 741,470 $ 133,803 $ 166,053 $ 165,704 Restricted 348,192 517,624 619,222 806,185 402,981 603,026 1,005,025 1,227,653 1,377,181 1,433,876 Committed 4,555,104 4,567,189 6,115,868 6,253,712 4,168,004 3,634,602 7,195,582 609,412 6,063,720 10,038,465 Assigned 468,838 792,720 822,832 1,184,299 1,793,517 999,672 1,559,260 5,072,532 2,776,878 4,309,544 Unassigned 5,643,011 6,555,450 7,056,740 7,713,688 9,487,554 10,022,167 10,836,477 12,382,273 15,409,716 24,191,066 Total general fund $ 11,129,849 $ 12,569,549 $ 14,781,245 $ 16,104,713 $ 15,997,885 $ 16,159,846 $ 21,337,814 $ 19,425,673 $ 25,793,548 $ 40,138,655 All Other Governmental Funds Nonspendable $ 2,299 $ 377 $ 283 $ 254 $ 169 $ 288 $ 188 $ 230 $ 124 $ 125 Restricted 670,828 1,050,795 1,181,744 729,012 946,556 1,076,146 2,944,028 1,621,247 13,918,609 10,590,087 Committed 305,771 601,804 913,792 200,806 104,129 460,313 452,076 390,510 388,716 574,659 Assigned 801,506 2,554,059 3,449,408 3,367,433 1,089,122 1,090,179 1,280,269 3,080,828 3,411,223 3,499,567 Unassigned - - (14,167) (44,029) - - (27,297) (43,169) (106,774) (244,691) Total all other governmental funds $ 1,780,404 $ 4,207,035 $ 5,531,060 $ 4,253,476 $ 2,139,976 $ 2,626,926 $ 4,649,264 $ 5,049,646 $ 17,611,898 $ 14,419,747 City of Prattville, Alabama Schedule 4 Changes in Fund Balances of Governmental Funds (modified accrual basis of accounting) 75 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Revenues Taxes $ 27,456,301 $ 28,369,215 $ 29,933,089 $ 30,246,785 $31,815,233 $33,754,379 $34,590,078 $40,289,055 $44,862,267 $47,916,158 Licenses and permits 5,499,156 5,973,943 5,971,164 5,942,996 6,238,858 6,219,359 6,437,271 6,709,219 7,206,251 8,328,146 Intergovernmental revenues 1,428,058 2,220,039 1,461,037 1,131,325 1,414,775 3,617,042 3,221,766 7,249,609 815,011 746,797 Charges and fees for services 1,392,556 1,077,656 875,957 945,962 1,030,643 1,203,582 1,191,216 1,563,819 1,929,844 2,016,059 Fines and forfeitures 614,714 590,999 518,090 626,590 813,092 934,357 805,478 899,445 5,088,919 6,798,841 Investment earnings 164,250 62,162 92,888 94,079 79,384 90,001 130,450 56,653 135,235 788,801 Miscellaneous revenues 356,984 422,314 386,370 378,870 275,290 286,797 145,736 275,066 497,773 1,556,704 Total revenues 36,912,019 38,716,328 39,238,595 39,366,607 41,667,275 46,105,517 46,521,995 57,042,866 60,535,300 68,151,506 Expenditures Current General governmental 5,931,830 5,875,170 6,178,913 6,353,357 6,662,283 7,572,226 7,288,457 9,344,470 11,569,088 10,719,583 Public safety 11,731,292 12,413,193 13,352,908 13,436,701 13,437,695 13,523,445 14,762,262 15,541,200 17,629,906 18,654,724 Public works 4,184,523 6,068,130 6,864,620 4,221,491 4,817,045 5,654,222 5,724,473 5,502,458 5,860,834 8,266,652 Cultural and recreation 1,565,707 1,627,648 1,904,284 1,825,309 2,042,279 2,572,479 2,683,320 2,955,058 3,426,748 3,849,208 Economic development - - - - 1,828,093 - - - - - Capital outlay 1,709,945 1,267,128 1,653,020 5,252,535 3,535,892 9,316,213 6,391,293 10,624,487 11,892,593 9,660,967 Debt service Principal payments 2,941,830 4,548,721 2,988,986 5,182,594 7,778,395 6,916,637 3,422,491 14,734,983 1,138,239 1,545,295 Interest and fiscal charges 1,750,499 1,192,171 1,209,120 1,099,060 911,226 750,908 623,270 993,009 412,392 902,557 Bond issuance costs 93,782 139,216 - - - 27,000 13,500 24,500 173,514 - Total expenditures 29,909,408 33,131,377 34,151,851 37,371,047 41,012,908 46,333,130 40,909,066 59,720,165 52,103,314 53,598,986 Excess of revenues over (under) expenditures 7,002,611 5,584,951 5,086,744 1,995,560 654,367 (227,613) 5,612,929 (2,677,299) 8,431,986 14,552,520 Other Financing Sources (Uses) Insurance proceeds - 37,685 113,875 112,359 174,379 63,688 - - - - Sale of capital assets - 46,779 24,192 40,906 2,891 43,913 290,137 109,834 56,661 23,433 Transfers in 4,896,087 7,642,691 5,605,437 6,823,288 9,793,872 8,714,200 5,620,582 16,696,376 10,185,907 11,406,962 Transfers out (7,064,464) (9,884,991) (8,377,837) (9,893,134) (12,846,372) (11,655,204) (8,869,336) (20,605,670) (13,545,907) (14,829,959) Issuance of long-term debt - - 825,000 240,000 - 3,515,000 4,545,994 4,965,000 13,830,500 - Issuance of refunding bonds 9,955,000 12,280,000 - - - - - - - - Proceeds from capital lease - - 258,310 726,905 - 195,464 - - - - Payment to refunded bonds escrow agent (10,067,843) (13,445,879) - - - - - - - - Bond premium (discount) 206,625 1,305,095 - - - - - - (223,233) - Total other financing sources (uses) (2,074,595) (2,018,620) (1,551,023) (1,949,676) (2,875,230) 877,061 1,587,377 1,165,540 10,303,928 (3,399,564) Net change in fund balance $ 4,928,016 $ 3,566,331 $ 3,535,721 $ 45,884 $(2,220,863) $ 649,448 $ 7,200,306 $(1,511,759) $18,735,914 $11,152,956 Debt service as a percentage of noncapital expenditures 16.70% 18.70% 13.58% 19.56% 23.19% 20.71% 11.76% 32.09% 3.86% 5.57% City of Prattville, Alabama Schedule 5 Net Taxable Sales by Category 76 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Apparel stores $ 78,062,472 $ 81,324,939 $ 83,018,889 $ 79,853,655 $ 78,935,483 $ 80,355,585 $ 75,191,518 $ 88,142,154 $ 89,722,165 $ 90,594,912 Food stores 80,331,913 83,355,426 84,503,834 85,828,743 85,742,536 94,239,183 107,465,358 108,929,609 119,819,188 123,436,262 Automotive 72,277,636 97,027,886 108,971,570 114,691,542 123,070,580 120,718,622 131,555,912 166,304,094 175,597,864 187,115,468 Manufacturing machine 16,665,875 6,477,693 3,872,261 3,774,408 3,387,747 2,428,539 3,560,793 8,934,215 14,814,295 18,914,257 Restaurants 99,976,397 104,080,558 107,071,561 112,935,379 111,626,351 118,488,337 113,172,363 140,189,393 147,225,583 162,564,595 Home furnishings and appliances 15,752,779 16,854,830 17,716,288 16,190,266 16,581,833 15,700,675 4,648,683 4,333,113 8,202,305 8,221,584 Building materials 42,313,771 45,417,305 49,249,400 55,631,517 53,463,408 55,650,242 68,816,166 80,144,285 82,840,373 87,352,789 Service stations 17,757,144 17,840,129 18,850,543 19,178,452 20,140,152 22,612,745 24,584,319 25,513,187 27,563,772 27,295,994 Other retail stores 256,775,123 266,688,466 287,794,171 280,178,657 315,093,693 343,652,800 374,810,657 453,441,857 513,987,141 553,430,742 Totals $ 679,913,110 $ 719,067,232 $ 761,048,517 $ 768,262,619 $ 808,041,783 $ 853,846,728 $ 903,805,769 $1,075,931,907 $1,179,772,686 $1,258,926,603 City direct sales tax rate 3.50% 3.50% 3.50% 3.50% 3.50% 3.50% 3.50% 3.50% 3.50% 3.50% Source: City's Finance Department. City of Prattville, Alabama Schedule 6 Sales Tax Revenue Payers by Category 77 2021 2022 2023 Percent of Percent of Percent of Number Percentage Tax Remitted Number Percentage Tax Remitted Number Percentage Tax Remitted of Tax of Total Tax by Top 10 of Tax of Total Tax by Top 10 of Tax of Total Tax by Top 10 Filers Liability Liability Taxpayers Filers Liability Liability Taxpayers Filers Liability Liability Taxpayers Apparel stores 21 $3,084,975 9.51% 3.96% 21 $3,140,276 8.82% 3.86% 21 $ 3,170,822 8.36% 4.60% Food stores 7 3,812,536 11.76% 10.32% 7 4,193,672 11.77% 10.24% 7 4,320,269 11.39% 10.02% Automotive 33 831,520 2.56% 35 877,989 2.47% 31 935,577 2.47% Machine 28 67,007 0.21% 37 111,107 0.31% 36 141,857 0.37% Restaurants 122 4,906,629 15.13% 1.04% 118 5,152,895 14.47% 1.01% 120 5,689,761 15.00% Home furnishings and appliances 11 151,659 0.47% 11 287,081 0.81% 11 287,755 0.76% Building materials 8 2,805,050 8.65% 7.75% 8 2,899,413 8.14% 7.19% 8 3,057,348 8.06% 7.34% Service stations 25 892,962 2.75% 25 964,732 2.71% 25 955,360 2.52% Other retail stores 1,584 15,870,465 48.96% 10.13% 1,603 17,989,550 50.50% 8.20% 1,625 19,370,076 51.07% 7.43% Totals 1,839 $32,422,803 100.00% 1,865 $35,616,715 100.00% 1,884 $37,928,825 100.00% 2018 2019 2020 Percent of Percent of Percent of Number Percentage Tax Remitted Number Percentage Tax Remitted Number Percentage Tax Remitted of Tax of Total Tax by Top 10 of Tax of Total Tax by Top 10 of Tax of Total Tax by Top 10 Filers Liability Liability Taxpayers Filers Liability Liability Taxpayers Filers Liability Liability Taxpayers Apparel stores 20 $ 2,762,742 11.28% 4.82% 21 $ 2,811,745 10.73% 4.82% 18 $2,631,703 9.54% 4.26% Food stores 7 3,000,989 12.25% 10.89% 7 3,298,371 12.59% 10.72% 7 3,761,288 13.63% 11.70% Automotive 27 615,353 2.51% 25 603,593 2.30% 28 657,780 2.38% Machine 28 25,408 0.10% 31 18,214 0.07% 27 26,706 0.10% Restaurants 118 3,906,922 15.95% 110 4,147,092 15.83% 116 3,961,033 14.36% 1.02% Home furnishings and appliances 10 580,364 2.37% 1.64% 10 549,524 2.10% 1.39% 11 162,704 0.59% Building materials 7 1,871,219 7.64% 6.64% 7 1,947,758 7.44% 6.46% 8 2,408,566 8.73% 7.73% Service stations 24 704,905 2.88% 25 791,446 3.02% 25 860,451 3.12% Other retail stores 1,579 11,028,280 45.02% 8.95% 1,582 12,027,849 45.92% 8.74% 1,542 13,118,373 47.55% 9.07% Totals 1,820 $24,496,182 100.00% 1,818 $26,195,592 100.00% 1,782 $27,588,604 100.00% City of Prattville, Alabama Schedule 6 Sales Tax Revenue Payers by Category 78 2015 2016 2017 Percent of Percent of Percent of Number Percentage Tax Remitted Number Percentage Tax Remitted Number Percentage Tax Remitted of Tax of Total Tax by Top 10 of Tax of Total Tax by Top 10 of Tax of Total Tax by Top 10 Filers Liability Liability Taxpayers Filers Liability Liability Taxpayers Filers Liability Liability Taxpayers Apparel stores 22 $ 2,846,373 12.89% 7.70% 26 $ 2,905,661 12.49% 7.40% 26 $ 2,784,878 11.94% 5.04% Food stores 8 2,917,440 13.21% 11.70% 8 2,957,634 12.71% 11.40% 8 3,004,006 12.88% 11.52% Automotive 24 485,139 2.20% 27 544,858 2.34% 25 573,458 2.46% Machine 22 48,583 0.22% 25 29,042 0.12% 26 20,308 0.09% Restaurants 104 3,642,820 16.50% 108 3,747,505 16.11% 113 3,952,738 16.95% Home furnishings and appliances 12 589,919 2.67% 1.80% 11 620,070 2.67% 1.80% 10 566,659 2.43% 1.65% Building materials 8 1,589,606 7.20% 6.40% 7 1,723,729 7.41% 6.60% 7 1,947,103 8.35% 6.83% Service stations 25 624,405 2.83% 23 659,769 2.84% 24 671,246 2.88% Other retail stores 1,261 9,334,096 42.28% 8.25% 1,383 10,072,796 43.31% 7.50% 1,632 9,806,253 42.02% 9.33% Totals 1,486 $22,078,381 100.00% 1,618 $ 23,261,064 100.00% 1,871 $23,326,649 100.00% 2014 Percent of Number Percentage Tax Remitted of Tax of Total Tax by Top 10 Filers Liability Liability Taxpayers Apparel stores 22 $ 2,732,187 12.91% 5.49% Food stores 8 2,811,617 13.28% 11.62% Automotive 22 361,388 1.71% Machine 23 124,994 0.59% Restaurants 107 3,499,174 16.53% Home furnishings and appliances 11 551,347 2.60% 1.81% Building materials 8 1,480,982 7.00% 6.06% Service stations 25 621,500 2.94% Other retail stores 1,181 8,987,129 42.44% 10.50% Totals 1,407 $21,170,318 100.00% Note: Due to confidentiality issues, the names of the 10 largest revenue payers are not available. The categories presented are intended to provide alternative information regarding the sources of the City’s revenue. City of Prattville, Alabama Schedule 7 Direct and Overlapping Sales Tax Rates 79 City Direct Autauga State of Total Sales Fiscal Year Rate County District Tax Alabama Tax 2014 3.5% 2.0% 4.0% 9.5% 2015 3.5% 2.0% 4.0% 9.5% 2016 3.5% 2.0% 4.0% 9.5% 2017 3.5% 2.0% 4.0% 9.5% 2018 3.5% 2.0% 4.0% 9.5% 2019 3.5% 2.0% 4.0% 9.5% 2020 3.5% 2.0% 4.0% 9.5% 2021 3.5% 2.0% 4.0% 9.5% 2022 3.5% 2.0% 4.0% 9.5% 2023 3.5% 2.0% 4.0% 9.5% City Direct Elmore State of Total Sales Fiscal Year Rate County District Tax Alabama Tax 2014 3.5% 1.0% 1.0% 4.00% 9.5% 2015 3.5% 1.0% 1.0% 4.00% 9.5% 2016 3.5% 1.0% 1.0% 4.00% 9.5% 2017 3.5% 1.0% 1.0% 4.00% 9.5% 2018 3.5% 1.0% 1.0% 4.00% 9.5% 2019 3.5% 1.0% 1.0% 4.00% 9.5% 2020 3.5% 1.0% 1.0% 4.00% 9.5% 2021 3.5% 1.0% 1.0% 4.00% 9.5% 2022 3.5% 1.0% 1.0% 4.00% 9.5% 2023 3.5% 1.0% 1.0% 4.00% 9.5% Sources: City Finance Department, Autauga County Revenue Commissioner's Office, and Elmore County Department of Finance. City of Prattville, Alabama Schedule 8 Ratios of Outstanding Debt by Type 80 Governmental Activities Limited Direct Total Percentage Percentage Fiscal Warrants Obligation Borrowing Outstanding of Taxable of Personal Per Capita Year Payable Warrant Notes Debt Sales (1) Income (2) (2) 2014 $44,415,437 $1,558,312 $45,973,749 6.76% 2.28% 830 2015 40,610,621 1,546,258 42,156,879 5.86% 2.02% 762 2016 38,304,803 1,529,406 $206,620 40,040,829 5.26% 1.82% 723 2017 32,766,245 1,513,174 882,163 35,161,582 4.58% 1.56% 633 2018 24,860,717 1,496,981 769,961 27,127,659 3.36% 1.17% 488 2019 21,398,071 1,482,244 847,388 23,727,703 2.78% 0.97% 425 2020 22,532,792 1,470,636 687,172 24,690,600 2.73% 0.94% 419 2021 12,478,242 1,457,886 4,738,315 18,674,443 1.74% 0.65% 316 2022 25,194,149 1,441,900 4,512,842 31,148,891 2.66% 1.19% 529 2023 23,914,523 1,425,205 4,277,910 29,617,638 2.35% * * Business-Type Activities Limited Direct Total Percentage Percentage Fiscal Warrants Obligation Borrowing Outstanding of Taxable of Personal Per Capita Year Payable Warrant Notes Debt Sales (1) Income (2) (2) 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% 0.08% 32 2017 1,400,411 1,400,411 0.18% 0.06% 25 2018 33,466,817 33,466,817 4.14% 1.45% 602 2019 33,053,094 33,053,094 3.87% 1.35% 592 2020 34,585,953 34,585,953 3.83% 1.32% 587 2021 33,607,072 33,607,072 3.12% 1.17% 569 2022 34,011,104 34,011,104 2.91% 1.18% 576 2023 33,022,043 33,022,043 2.62% * * Primary Government Limited Direct Total Percentage Percentage Fiscal Warrants Obligation Borrowing Outstanding of Taxable of Personal Per Capita Year Payable Warrant Notes Debt Sales (1) Income (2) (2) 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% 1.90% 755 2017 34,166,656 1,513,174 882,163 36,561,993 4.76% 1.63% 659 2018 58,327,534 1,496,981 769,961 60,594,476 7.50% 2.62% 1,090 2019 54,451,165 1,482,244 847,388 56,780,797 6.65% 2.31% 1,016 2020 57,118,745 1,470,636 687,172 59,276,553 6.56% 2.26% 1,007 2021 46,085,314 1,457,886 4,738,315 52,281,515 4.47% 1.68% 814 2022 59,205,253 1,441,900 4,512,842 65,159,995 5.57% 2.27% 1,103 2023 56,936,566 1,425,205 4,277,910 62,639,681 4.98% * * Notes: Details regarding the City's outstanding debt can be found in the notes to the financial statements. (1) See the Net Taxable Sales by Category on page 76 for net taxable sales data. (2)Population data can be found in the schedule of Demographics and Economic Statistics on page 84. * Information not available. City of Prattville, Alabama Schedule 9 Ratios of Net General Bonded Debt Outstanding 81 General Less Amounts Percentage of Fiscal Obligation Available in Debt Net Taxable Per Year Bonds (1) Service Fund (2) Total Sales (3) Capita (4) 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% 723 2017 34,166,656 1,879 34,164,777 4.45% 616 2018 58,327,534 3,610 58,323,924 7.22% 1,049 2019 54,451,165 7,756 54,443,409 6.38% 974 2020 57,118,745 1,971 57,116,774 6.32% 970 2021 46,085,314 1,952 46,083,362 4.28% 780 2022 59,205,253 - 59,205,253 5.06% * 2023 56,936,566 - 56,936,566 4.52% * Notes: Details regarding the City's outstanding debt can be found in the notes to the financial statements. (1) This is the general bonded debt of both governmental and business-type activities, net of original issuance discounts and premiums. (2) This is the amount restricted for debt service principal payments. (3) See the Net Taxable Sales by Category on page 76 for net taxable sales data. (4) Population data can be found in the schedule of Demographics and Economic Statistics on page 84. * Information not available. City of Prattville, Alabama Schedule 10 Direct and Overlapping Governmental Activities Debt As of September 30, 2023 82 Estimated Estimated Share Debt Percentage of Direct and Governmental Unit Outstanding Applicable (a) Overlapping Debt Debt repaid with property taxes: Autauga County $ 7,782,307 46.75% $ 3,638,229 Debt repaid with property taxes: Elmore County 46,656,189 6.09% 2,841,362 Subtotal, overlapping debt 6,479,590 City of Prattville, Alabama direct debt 29,617,638 Total direct and overlapping debt $ 36,097,228 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 Schedule 11 Legal Debt Margin Information 83 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Net assessed value of taxable property $348,362,480 $ 358,817,560 $ 367,841,220 $ 378,906,500 $ 399,540,960 $ 406,361,740 $ 419,195,680 $ 449,162,780 $ 505,103,080 $ 562,223,220 Debt limit 69,672,496 71,763,512 73,568,244 75,781,300 79,908,192 81,272,348 83,839,136 89,832,556 101,020,616 112,444,644 Total net debt applicable to limit 26,501,875 37,095,437 36,416,570 31,990,284 24,241,351 21,587,614 24,241,351 11,033,458 26,825,906 25,444,807 Legal debt margin $ 43,170,621 $ 34,668,075 $ 37,151,674 $ 43,791,016 $ 55,666,841 $ 59,684,734 $ 59,597,785 $ 78,799,098 $ 74,194,710 $ 86,999,837 Total net debt applicable to the limit as a percentage of debt limit 38.04% 51.69% 49.50% 42.21% 30.34% 26.56% 28.91% 12.28% 26.55% 22.63% Legal Debt Margin Calculation for Fiscal Year 2023 Assessed value $ 562,223,220 Debt limit (20% of total assessed value) $ 112,444,644 Less portions not chargeable to the debt limit: Direct borrowings 4,314,441 Direct placements 8,360,366 General obligation warrants 12,770,000 Total net debt applicable to limit 25,444,807 Legal debt margin $ 86,999,837 - 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. City of Prattville, Alabama Schedule 12 Demographic and Economic Statistics 84 Personal Income Per Capita School Autauga County Calendar Year Population (Thousands of Dollars) Personal Income Median Age Enrollment Unemployment Rate 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 55,416 2,201,179 39,721 37.70 9,643 (15-16) 5.20% 2017 55,504 2,247,024 40,484 37.80 9,260 (16-17) 4.10% 2018 55,601 2,314,002 41,618 37.80 9,184 (17-18) 3.90% 2019 55,869 2,453,599 43,917 38.20 9,040 (18-19) 2.80% 2020 58,877 2,628,372 46,814 38.20 8,976 (19-20) 5.30% 2021 59,095 2,872,490 48,608 38.50 8,908 (20-21) 2.80% 2022 59,759 2,951,557 49,391 39.00 8,944 (21-22) 2.30% 2023 * * * * 8,892 (22-23) 2.00% 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. * Unavailable City of Prattville, Alabama Schedule 13 Principal Employers 85 2014 2015 2016 2017 2018 Percentage of Percentage of Percentage of Percentage of Percentage of Total City Total City Total City Total City Total City Employer Employees Employment Employees Employment Employees Employment Employees Employment Employees Employment Autauga County Board of Education 1,091 7.05% 1,091 6.95% 1,100 6.90% 1,076 6.64% 1,097 6.60% International Paper 550 3.55% 550 3.55% 584 3.67% 600 3.70% 636 3.83% Prattville Baptist Hospital 350 2.26% 350 2.23% 365 2.29% 399 2.46% 397 2.39% Kinedyne * * 74 0.47% 166 1.04% 184 1.14% 221 1.33% City of Prattville, Alabama 336 2.40% 354 2.37% 347 2.42% 349 2.38% 377 2.22% Walmart 330 2.13% 330 2.10% 340 2.13% 320 1.97% 320 1.93% YMCA * * * * 105 0.66% 133 0.82% 112 0.67% Autauga County 202 1.31% 202 1.29% 190 1.19% 190 1.17% 210 1.26% Prattville Health and Rehabilitation 200 1.29% 187 1.19% 155 0.97% 155 0.96% 193 1.16% Bass Pro * * * * 212 1.33% 260 1.60% 182 1.10% Central Alabama Electric Cooperative * * * * 120 0.75% 120 0.74% 120 0.72% Long Lewis * * * * * * 83 0.51% 120 0.72% Fras-Le 156 1.01% 147 0.94% 96 0.60% 80 0.49% 73 0.44% Kasai NA, Inc. (M-Tek, Inc through 2015) 138 0.89% 138 0.88% 110 0.69% 112 0.69% 90 0.54% LoneStar Plastics 91 0.59% 91 0.58% 84 0.53% * * * * Totals 3,444 22.48% 3,514 22.55% 3,974 25.17% 4,061 25.27% 4,148 24.91% 2019 2020 2021 2022 2023 Percentage of Percentage of Percentage of Percentage of Percentage of Total City Total City Total City Total City Total City Employees Employment Employees Employment Employees Employment Employees Employment Employees Employment Autauga County Board of Education 1,078 6.35% 1,213 7.64% 1,310 7.98% 1,200 6.84% 1,172 6.52% International Paper 636 3.74% 636 4.01% 600 3.65% 675 3.85% 700 3.89% Prattville Baptist Hospital 500 2.94% 500 3.15% 649 3.95% 590 3.36% 550 3.06% Kinedyne 415 2.44% 415 2.61% 210 1.28% 170 0.97% 132 0.73% City of Prattville, Alabama 358 2.27% 383 2.41% 411 2.50% 419 2.39% 433 2.41% Walmart 312 1.84% 375 2.36% * * 375 2.14% 375 2.09% YMCA 200 1.18% 218 1.37% 243 1.48% 377 2.15% 310 1.72% Autauga County 210 1.24% 200 1.26% 200 1.22% 208 1.18% 200 1.11% Medline * * 160 1.01% 260 1.58% 255 1.45% 260 1.45% Prattville Health and Rehabilitation 185 1.09% 150 0.94% 200 1.22% 200 1.14% 181 1.01% Bass Pro 176 1.04% 150 0.94% 166 1.01% 146 0.83% 148 0.82% Central Alabama Electric Cooperative 128 0.75% 130 0.82% 140 0.85% 160 0.91% 152 0.85% Target * * 119 0.75% 119 0.72% 119 0.68% 115 0.64% Long Lewis 100 0.59% 100 0.63% 78 0.48% 98 0.56% 115 0.64% James Hardie Building Products * * 98 0.62% 230 1.40% 233 1.33% 255 1.42% Fras-Le 80 0.47% 62 0.39% 60 0.37% 70 0.40% 60 0.33% Kasai NA, Inc. (M-Tek, Inc through 2015) * * 60 0.38% 60 0.37% 65 0.37% 60 0.33% Alabama Baptist State Board of Missions 90 0.53% 60 0.38% 67 0.41% 67 0.38% 67 0.37% Pearson Industries * * * * * * 24 0.14% 25 0.14% Inteplast Group * * * * * * 33 0.19% 36 0.20% Totals 4,468 26.47% 5,029 31.67% 5,003 30.47% 5,484 31.26% 5,392 30.00% Source: Prattville Area Chamber of Commerce. Average number employed in City for 2023 was 17,975 per www2.labor.alabama.gov/LAUS/LAUScities.pdf. http://www2.labor.alabama.gov/laus/CLF/AllCity.aspx#Prattville * Unavailable City of Prattville, Alabama Schedule 14 Full-Time Equivalent City Government Employees by Function 86 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Function/Program General government Executive 3 3 3 4 5 5 6 6 6 6 Legislative 7 7 7 7 7 7 7 7 7 7 Finance 6 7 7 7 7 7 6 7 7 7 City clerk 3 3 3 3 4 3 3 2 3 3 Human resources 3 4 4 4 5 5 5 5 6 6 Judicial 6 6 6 6 6 7 7 7 7 7 Information technology 2 3 3 3 3 3 3 3 3 3 Vehicle maintenance 5 6 6 6 6 4 5 5 4 4 Public safety Police Officers 82 82 82 82 89 84 87 95 96 96 Civilians 9 10 10 10 8 8 8 8 7 10 8 Fire Officers 83 83 83 83 83 82 82 87 90 91 Civilians 2 2 2 3 3 3 3 3 3 3 3 Building division 4 6 6 6 6 4 4 4 4 4 4 Public works Public works 4 4 5 6 6 6 6 6 6 Engineering 9 9 9 8 10 9 11 11 11 11 Facilities maintenance 4 8 8 8 11 10 10 10 10 10 Planning and development 4 5 5 4 5 6 7 7 7 7 Sanitation 34 36 34 28 25 21 23 24 24 26 Wastewater 25 25 21 23 28 22 25 24 24 24 Urban management 30 30 29 34 38 28 30 32 28 28 Culture and recreation Parks and recreation 14 14 14 13 20 31 42 56 60 72 Performing/creative arts 1 1 1 2 2 3 3 3 3 4 Totals 336 354 347 349 377 358 383 411 419 433 Source: Human Resources Note: This report includes regular full-time employees, regular part time employees (based on full time equivalent employment calculated by dividing labor hours by 2,080 hours), elected and appointed officials as of September 30 each year. City of Prattville, Alabama Schedule 15 Operating Indicators by Function/Program 87 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Function/Program General government Building permits issued Residential* 131 161 165 189 185 242 332 299 239 235 Residential remodel 343 333 147 203 295 264 339 262 309 45 Commercial 12 17 10 12 23 19 8 12 18 18 Commercial buildout, remodel, addition 56 74 71 41 61 49 48 60 80 32 Building inspections conducted 5,688 4,148 4,830 4,767 5,260 5,927 7,387 8,142 5,826 5,365 Building plan reviews 441 659 650 873 808 921 908 738 806 681 Public safety Police Physical arrests 2,757 2,342 2,829 2,146 2,287 3,952 3,594 3,603 2,537 1,921 Parking violations 86 98 28 8 14 43 1 Traffic violations 4,897 4,418 5,701 8,163 8,367 5,884 3,298 3,759 2,636 2,659 Fire Emergency responses 5,893 5,118 4,874 5,394 5,405 5,447 5,857 6,390 6,241 6,531 Fires extinguished 113 105 113 43 104 103 101 110 101 118 Inspections 2,775 2,791 2,500 3,477 2,603 2,564 2,605 2,249 2,433 2,701 Public works Potholes repaired 2,000 2,500 2,500 2,000 2,550 2,750 1,750 2,000 2,200 2,700 Street resurfacing (miles) 7 5 8 1 8 22 31 6 Wastewater Average daily sewage treatment (millions of gallons): Autauga Creek 1.62 1.47 1.54 1.66 1.79 1.81 2.00 2.89 2.26 2.46 Pine Creek 1.88 1.81 1.96 2.08 2.13 2.45 2.43 2.02 2.27 2.47 Refuse collection Garbage (tons per day) 38.50 36.33 45.00 44.60 49.60 43.33 45.47 46.04 47.01 46.18 Trash (yards per day) 189.00 260.00 220.00 61.00 28.00 204.00 287.00 289.50 210.00 199.0 Recyclables (tons per day) 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 2.00 3.00 Sources: Various City departments * Excludes permits for pools, reroofs, and accessory structures City of Prattville, Alabama Schedule 16 Capital Asset Statistics by Function/Program 88 2014 2015 2016 2017 2018 2019 2020 2021 2022 202 Function/Program Public safety Police Stations 1 1 1 1 1 1 1 1 1 2 Patrol cars 81 84 78 80 95 95 95 93 114 109 Motorcycles 10 10 10 10 10 9 9 Fire Stations 3 3 3 3 3 3 3 4 4 4 Fire Engines 5 5 5 5 5 5 5 5 6 6 Ladder Trucks 1 1 1 2 2 2 2 2 2 2 Heavy Rescue 1 1 1 1 1 1 1 1 1 1 Ambulances 7 7 6 6 6 6 6 6 6 7 Refuse collection Trash trucks 6 6 6 6 6 6 4 6 7 6 Garbage trucks 8 8 9 7 7 7 5 7 6 7 Recyclable trucks 2 2 Parkan Truck 1 1 1 1 1 1 1 2 2 Public works Streets (miles) 212 217 220 223 228 230 232 234 240 242 Highways (miles) 23 23 23 23 23 23 23 23 23 23 Streetlights 2,450 2,475 2,510 2,525 2,550 2,575 2,600 2,650 2,750 2,775 Traffic signal heads 270 270 286 286 286 286 286 287 287 287 Cultural and recreation Acreage 354 354 354 354 354 357 357 357 368 368 Playgrounds 10 10 10 10 10 10 10 10 10 11 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.