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A-1. Review 2013 Audit0 A-1- 0111 OF MEMORANDUM CI1H11IMSEN Fax: 952.227.1310 1. TO: Mayor & City Council 7700 Market Boulevard PC Box 147 FROM: Greg Sticha, Finance Director Chanhassen, MN 55317 Internal Controls over Financial Reporting Fax: 952.227.1110 DATE: June 9, 2014 0W, Administration Phone: 952.227.1100 SUBJ: Review 2013 Audit Fax: 952.227.1110 5. Building Inspections Phone: 952.227.1180 The Finance 1 Department just finished another audit cycle. Andy Herring from p Fax: 952.227.1190 HLB Tautges Redpath will be present to review the financial results and audit findings for 2013. Engineering Phone: 952.227.1160 BACKGROUND Fax: 952.227.1170 Finance The financial statements take into account the city's entire financial picture and Phone: 952.227.1140 are in a format similar to a proprietary or for -profit organization. This includes a Fax: 952.227.1110 statement of activities that break out the primary government and proprietary revenues and expenses by function. Park & Recreation Phone: 952.227.1120 For 2013, the General Fund finished with a $417,466 increase in fund balance. Fax: 952.227.1110 Staff would recommend $317,466 of this surplus be transferred to the Revolving Recreation Center Assessment Construction Fund and $100,000 be transferred to the City's Capital 2310 Coulter Boulevard Equipment Replacement fund to be used for park shelters in our neighborhood Phone: 952.227.1400 parks for 2015. Fax: 952.227.1404 There are three reports that HLB Tautges Redpath completes for the city as part of Planning & Natural Resources the audit. Attached are copies of all three reports and representatives from HLB Phone: 952.227.1130 Tautges Redpath will review each report with the city council. In addition, they Fax: 952.227.1110 will be reviewing a PowerPoint that will give some insight on how a number of various funds finished the 2013 audit year. Public Works 7901 Park Place ATTACHMENTS Phone: 952.227.1300 Fax: 952.227.1310 1. Compliance with Minnesota Legal Compliance Guide for Local Senior Center Governments Report Phone: 952.227.1125 2• Internal Controls over Financial Reporting Fax: 952.227.1110 3. Communication with Those Charged with Governance Report 4. 2013 Comprehensive Annual Financial Report Web Site 5. PowerPoint Presentation dated June 9, 2014 www.ci.chanhassen.mn.us fAgregs\audit\2013\review of 2013 audit.doex Chanhassen is a Community for Life - Providing for Today and Planning for Tomorrow TAUTGES REDPATH, LTD. Certified Public Accountants MINNESOTA LEGAL COMPLIANCE To the Honorable Mayor and Members of the City Council City of Chanhassen, Minnesota We have audited, in accordance with auditing standards generally accepted in the United States of America, and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United Stated, the financial statements of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information of the City of Chanhassen, Minnesota as of and for the year ended December 31, 2013, and the related notes to the financial statements, and have issued our report thereon dated May 27, 2014. The Minnesota Legal Compliance Audit Guide for Political Subdivisions, promulgated by the State Auditor pursuant to Minn. Stat. § 6.65, contains seven categories of compliance to be tested: contracting and bidding, deposits and investments, conflicts of interest, public indebtedness, claims and disbursements, miscellaneous provisions and tax increment financing. Our audit considered all of the listed categories. In connection with our audit, nothing came to our attention that caused us to believe that the City of Chanhassen, Minnesota failed to comply with the provisions of the Minnesota Legal Compliance Audit Guide for Political Subdivisions, except as described at finding 2013 -1. However, our audit was not directed primarily toward obtaining knowledge of such noncompliance. Accordingly, had we performed additional procedures, other matters may have come to our attention regarding the City of Chanhassen, Minnesota's noncompliance with the above referenced provisions. The purpose of this report is solely to describe the scope of our testing of compliance and the results of that testing, and not to provide an opinion on compliance. Accordingly, this communication is not suitable for any other purpose. HLB TAUTGES REDPATH, LTD. May 27, 2014 4810 White Bear Parkway White Bear Lake, MN 55110 651.426.7000 651.426.5004 fax www.hlbtr.com Equal Opportunity Employer 100 - Percent Employee -Owned HLB Tautges Redpath is a member of HLB International, a world -wide network of independent accounting firms and business advisors, 2013 -1 Deficiencies in Collateral for Deposits Criteria: Minnesota Statute 118A provides certain specific collateral requirements for deposits, including a requirement that collateral be provided in an amount equal to or greater than 110% of uninsured deposits at a financial institution. Condition: At December 31, 2013, the City held deposits in the amount of $3,634,154 in its checking account. $250,000 of these deposits are insured by the FDIC. Collateral required on the uninsured deposits was $3,722,569 ($3,384,154 x 110 %). The market value of collateral provided at December 31, 2013 was $3,342,318, resulting in a collateral deficiency of $380,251. Cause: The City deposited $499,642 on December 30 and $359,729 late in the day on December 31. These deposits contributed to a deficiency at year end. Effect: Custodial credit risk is the risk that in the event of a bank failure, the City's deposits may not be returned to it. Insufficient collateral increases this risk. Recommendation: We recommend the City verify sufficient collateral is maintained by the bank in order to comply with Minnesota Statute 118A.03 and reduce its custodial credit risk. Views of Responsible Officials and Planned Corrective Action: Staff has requested, and its bank has increased, the collateral in the account by an additional $200,000. In addition, other internal controls and communication processes have been implemented in order to become aware of large late day receipts in order to plan for deposits in other collateralized or insured accounts if neccesarry. TAUTGES REDPATH, LTD. Certified Public Accountants INDEPENDENT AUDITOR'S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT A UDITING STANDARDS To the Honorable Mayor, Members of the City Council and Management City of Chanhassen, Minnesota We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business -type activities, each major fund and the aggregate remaining fund information of the City of Chanhassen, Minnesota, as of and for the year ended December 31, 2013, and the related notes to the financial statements, which collectively comprise the City of Chanhassen, Minnesota's basic financial statements and have issued our report thereon dated May 27, 2014. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the City of Chanhassen, Minnesota's internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City of Chanhassen, Minnesota's internal control. Accordingly, we do not express an opinion on the effectiveness of the City of Chanhassen, Minnesota's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during 4810 White Bear Parkway White Bear Lake, MN 55110 651.426.7000 651.426.5004 fax www.hlbtr.com Equal Opportunity Employer 100 - Percent Employee -Owned HLB Tautges Redpath is a member of HLB International, a world -wide network of independent accounting firms and business advisors. City of Chanhassen, Minnesota Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Page 2 our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. Compliance and Other Matters As part of obtaining reasonable assurance about whether the City of Chanhassen, Minnesota's financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity's internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity's internal control and compliance. Accordingly, this communication is not suitable for any other purpose. � ,c HLB TAUTGES REDPATH, LTD. May 27, 2014 TAUTGES REDPATH, LTD. Certified Public Accountants COMMUNICATION WITH THOSE CHARGED WITH GOVERNANCE To the Honorable Mayor and Members of the City Council City of Chanhassen, Minnesota We have audited the financial statements of the governmental activities, the business- type activities, each major fund and the aggregate remaining fund information of the City of Chanhassen, Minnesota for the year ended December 31, 2013. Professional standards require that we provide you with information about our responsibilities under generally accepted auditing standards and Government Auditing Standards, as well as certain information related to the planning scope and timing of our audit. We have communicated such information in our letter to you dated April 8, 2014. Professional standards also require that we communicate to you the following information related to our audit. Significant Audit Results Qualitative Aspects of Accounting Practices Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by the City are described in Note 1 to the financial statements. As described in Note 16 to the financial statements, the City changed accounting policies by adopting GASB Statement No. 65 during 2013. GASB Statement No. 65, Items Previously Reported as Assets and Liabilities, resulted in accounts previously presented as liabilities being reclassified as deferred inflows of resources. We noted no transactions entered into by the City during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period. Accounting estimates are an integral part of the financial statements prepared by management and are based on management's knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimate affecting the financial statements was management's estimate of the portion of construction projects which will be capitalized. This estimate is based on feasibility reports and estimates of the City Engineer. We evaluated the key factors and assumptions used to develop this estimate in determining that it is reasonable in relation to the financial statements taken as a whole. 4810 White Bear Parkway White Bear Lake, MN 55110 651.426.7000 651.426.5004 fax www.hlbtr.com Equal Opportunity Employer 100 - Percent Employee -Owned HLB Tautges Redpath is a member of HLB International, a world -wide network of independent accounting firms and business advisors. City of Chanhassen, Minnesota Communication With Those Charged With Governance Page 2 The financial statement disclosures are neutral, consistent and clear. Difficulties Encountered in Performing the Audit We encountered no difficulties in dealing with management in performing and completing our audit. Corrected and Uncorrected Misstatements Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are clearly trivial, and communicate them to the appropriate level of management. We identified one known uncorrected misstatement of the financial statements: GASB Statement No. 65 no longer allows for unamortized bond issue costs to be recorded as an asset. As such, the City expensed the balance of this asset in 2013, which overstated interest expense by $133,000. The additional expense had no effect on ending net position, as the alternate method to recording this transaction would have been to restate beginning balances. Management has determined that the effects of the above misstatement are immaterial, both individually and in the aggregate, to the financial statements taken as a whole. We agree with that conclusion. Management also corrected a $227,000 material misstatement in the Street Pavement Management Fund relating to the timing of revenue recognition. During 2013, funds eligible for reimbursement through MNDOT's municipal state aid program were expended, but a reimbursement request was not made until April 24, 2014. It is our understanding that the City would have applied for reimbursement at a later date, likely near the completion of the project. However, accounting principles state revenue should be recorded when earned, which in this instance, was when the expenditures were incurred. We recommend future projects be reviewed at year end to determine whether the City is eligible for reimbursement of expenditures at that time. Disagreements with Management For purposes of this letter, a disagreement with management is a financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor's report. We are pleased to report that no such disagreements arose during the course of our audit. Management Representations We have requested certain representations from management that are included in the management representation letter dated May 27, 2014. City of Chanhassen, Minnesota Communication With Those Charged With Governance Page 3 Management Consultations with Other Independent Accountants In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a "second opinion" on certain situations. If a consultation involves application of an accounting principle to the City's financial statements or a determination of the type of auditor's opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants. Other Audit Findings or Issues We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as the City's auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. Other Matters With respect to the supplementary information accompanying the financial statements, we made certain inquiries of management and evaluated the form, content, and methods of preparing the information to determine that the information complies with accounting principles generally accepted in the United States of America, the method of preparing it has not changed from the prior period, and the information is appropriate and complete in relation to our audit of the financial statements. We compared and reconciled the supplementary information to the underlying accounting records used to prepare the financial statements or to the financial statements themselves. We also read the other information accompanying the financial statements and did not identify any material inconsistencies between the other information and the audited financial statements. Closing This information is intended solely for the information and use of the City of Chanhassen, Minnesota's City Council and management, and is not intended to be, and should not be, used by anyone other than these specified parties. HLB TAUTGES REDPATH, LTD. May 27, 2014 COMPREHENSIVE ANNUAL FINANCIAL REPORT OF THE CITY OF CHANHASSEN, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2013 Finance Department Greg Sticha, Finance Director Member of Government Finance Officers Association of United States and Canada - This page intentionally left blank - CITY OF CHANHASSEN, MINNESOTA TABLE OF CONTENTS I. INTRODUCTORY SECTION Page Reference No. Letter of Transmittal 3 Certificate of Achievement 6 Organization Chart 7 Organization g II. FINANCIAL SECTION Independent Auditor's Report 11 Management's Discussion and Analysis 15 Basic Financial Statements: Government -Wide Financial Statements: Statement of Net Position Statement 1 31 Statement of Activities Statement 2 32 Fund Financial Statements: Balance Sheet - Governmental Funds Statement 3 35 Statement of Revenues, Expenditures and Changes in Fund Balances - Governmental Funds Statement 4 36 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds To the Statement of Activities Statement 5 38 Statement of Net Position - Proprietary Funds Statement 6 39 Statement of Revenues, Expenses and Changes in Fund Net Position - Proprietary Funds Statement 7 40 Statement of Cash Flows - Proprietary Funds Statement 8 41 Statement of Net Position - Fiduciary Funds Statement 9 42 Notes to Financial Statements 43 Required Supplementary Information: Budgetary Comparison Schedule - General Fund Statement 10 82 Schedule of Funding Progress - Retiree Health Plan 88 CITY OF CHANHASSEN, MINNESOTA TABLE OF CONTENTS Page Reference No. Combining and Individual Nonmajor Fund Financial Statements and Schedules: Combining Balance Sheet - Nonmajor Governmental Funds Statement 11 92 Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Governmental Funds Statement 12 93 Subcombining Balance Sheet - Nonmajor Special Revenue Funds Statement 13 96 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Special Revenue Funds Statement 14 97 Subcombining Balance Sheet - Nonmajor Debt Service Funds Statement 15 100 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Debt Service Funds Statement 16 101 Subcombining Balance Sheet - Nonmajor Capital Project Funds Statement 17 104 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Capital Project Funds Statement 18 107 Special Revenue Funds: Schedules of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual: Contribution Fund Statement 19 110 CATV Statement 20 111 Combining Statement of Net Position - Agency Funds Statement 21 114 Combining Statement of Changes in Assets and Liabilities - Agency Funds Statement 22 115 III. STATISTICAL SECTION (UNAUDITED) Financial Trends: Net Position by Component Table 1 120 Changes in Net Position Table 2 122 Fund Balances - Governmental Funds Table 3 126 Changes in Fund Balances - Governmental Funds Table 4 128 Revenue Capacity: Tax Capacity and Estimated Market Value of Taxable Property Table 5 130 Direct and Overlapping Property Tax Capacity Rates Table 6 132 Principal Property Taxpayers Table 7 133 Property Tax Levies and Collections Table 8 135 CITY OF CHANHASSEN, MINNESOTA TABLE OF CONTENTS Page Reference No. Debt Capacity: Ratios of Outstanding Debt by Type Table 9 136 Ratios of General Bonded Debt Outstanding Table 10 138 Direct and Overlapping Governmental Activities Debt Table 11 139 Legal Debt Margin Information Table 12 140 Pledged Revenue Coverage Table 13 141 Demographic and Economic: Demographic and Economic Statistics Table 14 142 Principal Employers Table 15 143 Operating Information: Full -Time Equivalent City Government Employees by Function/Program Table 16 144 Operating Indicators by Function/Program Table 17 146 Capital Asset Statistics by Function/Program Table 18 148 IV. OTHER INFORMATION (UNAUDITED) Combined Schedule of Indebtedness Exhibit 1 152 Debt Service Payments to Maturity: General Obligation Bonds - Governmental Activities Exhibit 2 154 General Obligation Revenue Bonds Exhibit 3 155 Schedule of Deferred Tax Levies Exhibit 4 156 - This page intentionally left blank - I. INTRODUCTORY SECTION - This page intentionally left blank - 0 CITY OF CHANHASSEN 7700 Market Boulevard PO Box 147 Chanhassen, MN 55317 Administration Phone: 952.227.1100 Fax: 952.227.1110 Building Inspections Phone: 952.227.1180 Fax: 952.227.1190 Engineering Phone: 952.227.1160 Fax: 952.227.1170 Finance Phone: 952.227.1140 Fax: 952.227.1110 May 27, 2014 To the Honorable Mayor and City Council City of Chanhassen Chanhassen, Minnesota The Comprehensive Annual Financial Report of the City of Chanhassen, Minnesota (the City) for the fiscal year ended December 31, 2013 is hereby submitted. This report was prepared by the Chanhassen Finance Department and responsibility for both the accuracy of the presented data and the completeness and fairness of the presentation, including all disclosures, supporting schedules and statistical tables rests with the City. We believe the data, as presented, is accurate in all material respects; that it is presented in a manner designed to fairly Iset forth the financial position and results of operations of the City as measured by the financial activity of its various funds; and that all disclosures necessary to enable the reader to gain the maximum understanding of the City's financial affairs have been included. The organization, form and contents of this report were prepared in accordance with the standards prescribed by the Governmental Accounting Standards Board, the Government Finance Officers Association of the United States and Canada (GFOA), the American Institute of Certified Public Accountants, Minnesota's Office of the State Auditor and City policies. This transmittal letter is designed to complement the Management's Discussion and Analysis (MD &A) and should be read in conjunction with it. The MD &A can be found immediately following the report of the independent auditors. Park & Recreation Phone: 952.227.1120 Reporting Entity and Its Services Fax: 952.227.1110 This report includes all funds, account groups, and departments of the City (the primary Recreation Center government) and its component unit. The City provides a full range of services to its residents 2310 Coulter Boulevard and businesses including general government, public safety (police and fire protection), public Phone: 952.227.1400 works (engineering, streets, and equipment maintenance), parks and recreational activities, Fax: 952.227.1404 planning and economic development. In addition to general municipal services, the City provides water and sanitary sewer service and oversight (through licensing) of the refuse and Planning & recycling services. In accordance with the reporting entity definition of the Governmental Natural Resources Accounting Standards Board, the City has included the Chanhassen Economic Development Phone: 952.227.1130 Authority (EDA) in these financial statements as a blended component unit. The EDA is Fax: 952.227.1110 governed by five commissioners appointed by the City Council with the City Manager as executive director. The Chanhassen Fire Relief Association has been excluded from this report because it is governed by a board elected by its members and it is not fiscally dependent upon Public Works the City. The Western Area Fire Training Association (WAFTA) is governed by an eleven - 7901 Park Place person board comprised of one member appointed by each jurisdiction who is a party to the joint Phone: 952.227.1300 powers agreement. Although the City is jointly responsible for the maintenance and cleanup Fax: 952.227.1310 costs of the training site in rural Carver County, we do not exercise substantial control of the association. The school districts that serve residents of the City, like all school districts in Senior Center Minnesota, are governed independently by their own elected board members. They levy their Phone: 952.227.1125 own taxes and prepare their own financial reports. Accordingly, they are excluded from this Fax: 952.227.1110 report. Web Site www.ci.chanhassen.mn.us 3 Chanhassen is a Community for Life - Providing for Today and Planning for Tomorrow Relevant Financial Policies The City has a policy regarding General Fund reserve balances. The City has a designated fund balance in the General Fund equivalent to 50% of the ensuing year's budgeted tax levy to provide working capital between serve - owned property tax settlements. The primary financial goal of the City's investment policy is to ensure the safety and principal invested by the City. Cash temporarily idle during the year is invested in certificates of deposit and obligations of the U.S. Treasury and government agencies. The City only invests in instruments authorized under Minnesota Statute 118A. Cash balances from all City funds are pooled into an investment fund and investment income is distributed on a pro -rata basis at the end of the year, based on average monthly cash balances. At December 31, 2013, the maturities of the investments range from 2 days to 7 years, with an average maturity of 1.53 years. Maturities are not to exceed 7 years unless for a dedicated purpose such as a future bond payment. The average yield to maturity on the portfolio at December 31, 2013 was 0.95 %. It is the City's practice to hold all instruments to maturity. Economic Condition and Outlook The City of Chanhassen, Minnesota, located southwest of the Twin Cities metropolitan area, is situated primarily in Carver County with a small portion in Hennepin County. The City encompasses an area of 23.78 square miles. U.S. Highways 169 and 212, as well as State Highways 5, 7, 41 and 101, provide access for commuters coming into the City from the Twin Cities metropolitan area as well as for residents traveling to work outside the City. The City's population estimate as of April 1, 2013 was 23,954. Chanhassen's residential permits were approximately the same in 2013 as compared to 2012. In 2013, there were 168 residential permits as compared to 172 in 2012. The total value of all building permits and plan checks in 2013 was $89,370,069. The City has approximately 347 acres of commercial and office industrial land with utilities available. The City anticipates a two percent growth rate in residential permits and a slightly higher rate for office industrial development. The City did not issue debt in 2013, however as the financial statements will indicate the City maintained strong financial reserves and continues its practice of utilizing multiple long term financial planning documents. Accounting System and Budgetary Control The City's accounting records are maintained on the accrual, or modified accrual basis, as appropriate. Budgetary control is maintained through the City's accounting and reporting system whereby monthly detail reports of budget versus actual are provided to all departments with summaries being provided to the City Council. Approval listings and documentation are provided for the City Council at each semi - monthly meeting for all checks issued by the City. In the City's accounting system, careful consideration is given to the adequacy of internal controls. These controls are designed to provide reasonable, but not necessarily absolute, assurance regarding: (1) the safeguarding of assets against loss from unauthorized use or disposition and (2) the reliability of financial records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance recognizes that: (1) the cost of control should not exceed the benefits likely to be derived and (2) the evaluation of costs and benefits requires estimates and judgments by management. All internal control evaluation occurs within the above framework. We believe the City's internal controls adequately safeguard assets and provide reasonable assurance of proper recording of financial transactions. Capital financings for major municipal improvements are provided through (1) improvement bonds, (2) general obligation bonds, (3) tax increment bonds, or (4) revenue bonds. Internal financing of improvement projects is usually minimal and only for short periods of time. Long Term Financial Planning In 2002, the City undertook an extensive long term financial planning process called "Key Financial Strategies ". As a part of this process the City developed a long term (5 years) general fund budgeting model. In addition the City developed annual strategies and measurement tools, both financial and non - financial, to compare our results from year to year and with other like communities in our area. These strategies and the long term general fund budget are updated on an annual basis as part of our goal setting strategies at the beginning of each year. In addition, the City has a 5 year capital improvement plan in place for infrastructure and equipment, as well as a pavement management plan in place for streets. The City also undertakes an annual rate study of its Water, Sanitary Sewer, and Storm Water rates. As part of this process the City projects fund balances and capital improvements to each of the systems for the next twenty years, and the projected user and connection rates needed for each fund for that same time period. Certificate of Achievement The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Chanhassen for its comprehensive annual financial report (CAFR) for the fiscal year ended December 31, 2012. The Certificate of Achievement is a prestigious national award recognizing conformance with the highest standards for preparation of state and local government financial reports. In order to be awarded a Certificate of Achievement, a governmental unit must publish an easily readable and efficiently organized comprehensive annual financial report, whose contents conform to program standards. The CAFR must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. The City of Chanhassen has received a Certificate of Achievement for the last twenty one consecutive years (fiscal years ended 1992 — 2012). We believe our current report continues to conform to the Certificate of Achievement program requirements and we are submitting it to GFOA to determine its eligibility for another certificate. Independent Audit State law provides that the City may arrange for examination of its books, records, accounts and affairs, or any part thereof, by the State Auditor, or by Certified Public Accountants. It has been a long- standing policy of the City to provide for a complete annual audit of City records by Certified Public Accountants. The auditor's opinion has been included in this report. Acknowledgments We wish to express our appreciation to the members of the City Council for their support in improving the financial condition of the City. We also want to thank the Finance Department staff and department directors for their assistance in compiling the information necessary for this report. Finally, we wish to acknowledge BLB Tautges Redpath, Ltd. for their assistance in preparing this report. Respectfully submitted, Jj Greg Sticha, Finance Director N Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to City of Chanhassen Minnesota For its Comprehensive Annual Financial Report for the Fiscal Year Ended December 31, 2012 *4$ 0 w #d 0.: P Executive Director /CEO 6 City of Chanhassen, Minnesota Organization Chart Citizens Environmental Senior Commission Commission Planning ark & Recreati Commission Mayor - Council Commission Economic Development Authority Administration Law Finance Enforcement Public Community Parks and & Fire Works Development Recreation Administration CITY OF CHANHASSEN, MINNESOTA ORGANIZATION December 31, 2013 Term Expires Mayor: Tom Furlong 12/31/14 Council Members: Bethany Tjornhom 12/31/16 Vicki Ernst 12/31/14 Jerry McDonald 12/31/16 Denny Laufenburger 12/31/14 City Manager: Todd Gerhardt Appointed Finance Director: Greg Sticha Appointed Community Development Director: Kathryn Aanenson Appointed Public Works Director /City Engineer: Paul Oehme Appointed Parks and Recreation Director: Todd Hoffman Appointed II. FINANCIAL SECTION - This page intentionally left blank - 10 TAUTGES REDPATH, LTD, Certified Public Accountants INDEPENDENT AUDITOR'S REPORT To the Honorable Mayor and Members of the City Council City of Chanhassen, Minnesota Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities, the business -type activities, each major fund and the aggregate remaining fund information of the City of Chanhassen, Minnesota, as of and for the year ended December 31, 2013, and the related notes to the financial statements, which collectively comprise the City of Chanhassen, Minnesota's basic financial statements as listed in the table of contents. Management's Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor's Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in GovernmentAuditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. 4810 White Bear Parkway White Bear Lake, MN 55110 651.426.7000 651.426.5004 fax www.hlbtr.com Equal Opportunity Employer 100 - Percent Employee -Owned HLB Tautges Redpath is a member of HLB International, a world -wide network of independent accounting firms and business advisors. 11 We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business -type activities, each major fund and the aggregate remaining fund information of the City of Chanhassen, Minnesota, as of December 31, 2013, and the respective changes in financial position, and, where applicable, cash flows thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America. Emphasis of Matter As described in Note 16 to the financial statements, in 2013 the City of Chanhassen, Minnesota adopted new accounting guidance, GASB Statement No. 65, Items Previously Reported as Assets and Liabilities. Our opinion is not modified with respect to this matter. Report on Summarized Comparative Information We have previously audited the City of Chanhassen, Minnesota's 2012 financial statements, and we expressed an unmodified audit opinion on the respective financial statements of the governmental activities, the business -type activities, each major fund and the aggregate remaining fund information in our report dated May 21, 2013. In our opinion, the summarized comparative information presented herein as of and for the year ended December 31, 2012 is consistent, in all material respects, with the audited financial statements from which it has been derived. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management's discussion and analysis, the budgetary comparison information and the schedule of funding progress, as listed in the table of contents, be presented to supplement the basic financial statements. Such information, 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. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. 12 Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City of Chanhassen, Minnesota's basic financial statements. The introductory section, combining and individual nonmajor fund financial statements and schedules, statistical section and other information, are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual nonmajor fund financial statements and schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual nonmajor fund financial statements and schedules are fairly stated in all material respects in relation to the basic financial statements as a whole. The introductory section, statistical section and other information have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we do not express an opinion or provide any assurance on them. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated May 27, 2014, on our consideration of the City of Chanhassen, Minnesota's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on 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 of Chanhassen, Minnesota's internal control over financial reporting and compliance. HLB TAUTGES REDPATH, LTD. May 27, 2014 13 - This page intentionally left blank - 14 MANAGEMENT'S DISCUSSION AND ANALYSIS As management of the City of Chanhassen, Minnesota (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 December 31, 2013. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal, which can be found in the introductory section of this report. Financial Highlights The assets of the City exceeded its liabilities at the close of the most recent fiscal year by $158,742,770 (net position). Of this amount, $25,1 16,043 (unrestricted net position) may be used to meet the City's ongoing obligations to citizens and creditors in accordance with the City's fund designations and fiscal policies. The City's total net position increased by $383,198. As of the close of the current fiscal year, governmental funds reported combined ending fund balances of $21,606,400. Of this amount, $9,181,230 is restricted by external constraints established by creditors, grantors, contributors, or by state statutory provisions. At the end of the current fiscal year, the General Fund had a fund balance of $5,291,325. Of that amount, $16,741 was in a nonspendable form and the remaining $5,274,584 was unassigned. Total debt decreased by $5,844,026 during the current fiscal year, from $38,248,313 to $32,404,287. The City did not issue debt during 2013. Overview of the Financial Statements The management's discussion and analysis is intended to serve as an introduction to the City's basic financial statements, which are comprised of three components: 1) government -wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. Government -wide financial statements. The government -wide financial statements are designed to provide readers with a broad overview of the City's finances, in a manner similar to a private- sector business. 15 Management's Discussion and Analysis The statement of net position presents information on all of the City's assets and liabilities, with the difference between the two reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the City is improving or deteriorating. The statement of activities presents information showing how 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 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 (e.g. uncollected taxes, and earned but unused vacation leave). Both of the government -wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business -type activities). The governmental activities of the City include general government, public safety, public works, parks and recreation, and community development. The business -type activities include water, sewer, and surface water management. The government -wide financial statements can be found on Statements 1 and 2 of this report. Fund Financial statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance- related legal requirements. All of the funds can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. Governmental funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government -wide financial statements. However, unlike the government -wide financial statements, governmental fund financial statements focus on near -term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government's near -term financial requirements. Because the focus of governmental funds is narrower than that of the government -wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government -wide financial statements. By doing so, readers may better understand the long -term impact of the City's near -term financial decisions. Both the governmental fund balance sheet and governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. 16 Management's Discussion and Analysis The City maintains four individual major governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for the following major funds: • General Fund • 2009A G.O. Refunding Bonds • Revolving Assessment Fund • TH101 Improvements —Lyman to Pioneer Data from the other governmental funds are combined into a single, aggregated presentation. Individual fund data for each of these nonmajor governmental funds is provided in the form of combining statements elsewhere in this report. The City adopts an annual appropriated budget for the General Fund and for the Contribution and CATV special revenue funds. A budgetary comparison statement has been provided for those funds to demonstrate compliance with this budget. The basic governmental fund financial statements can be found on Statements 3 through 5 of this report. Proprietary funds. The City maintains three enterprise funds as a part of its proprietary fund type. Enterprise funds are used to report the same functions presented as business -type activities in the government -wide 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 following funds: • Water • Sewer • Surface Water Management The basic proprietary fund financial statements can be found on Statements 6 through 8 of this report. Fiduciary funds. Fiduciary funds are used to account for resources held for benefit of parties outside the government. Fiduciary funds are not reflected in the government -wide financial statements because the resources of those funds are not available to support the City's own programs. The accounting used for fiduciary funds is much like that used for proprietary funds. The basic fiduciary fund financial statement can be found on Statement 9 of this report. 17 Management's Discussion and Analysis Notes to the financial statements. The notes provide additional information that is essential to a full understanding of the data provided in the government -wide and fund financial statements. The notes to the financial statements can be found following Statement 9 of this report. Other information. The combining statements referred to earlier in connection with non -major governmental funds are presented immediately following the required supplementary information on budgetary comparisons. Combining and individual fund fmancial statements and schedules can be found on Statement 11 through 22 of this report. Government -Fide Financial Analysis As noted earlier, net assets may serve over time as a useful indicator of a government's financial position. Assets exceeded liabilities by $158,742,770 at the close of the most recent fiscal year. The largest portion of the City's net position ($123,802,397 or 78 %) reflects its net investment in capital assets (e.g. land, buildings, machinery, and equipment) less any related debt used to acquire those assets that is still outstanding. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. City of Chanhassen, Minnesota's Net Position 18 Governmental Activities Business -Type Activities Totals 2013 2012 2013 2012 2013 2012 Assets: Current and other assets $28,120,653 $27,208,308 $17,060,623 $20,416,343 $45,181,276 $47,624,651 Capital assets 86,805,310 87,088,564 64,073,290 65,937,352 150,878,600 153,025,916 Total assets $114,925,963 $114,296,872 $81,133,913 $86,353,695 $196,059,876 $200,650,567 Liabilities: Long -term liabilities outstanding $16,894,021 $18,515,680 $16,485,291 $20,716,169 $33,379,312 $39,231,849 Other liabilities 3,221,961 2,528,315 715,833 530,831 3,937,794 3,059,146 Total liabilities $20,115,982 $21,043,995 $17,201,124 $21,247,000 $37,317,106 $42,290,995 Net position: Net investment in capital assets $71,260,946 $69,987,563 $52,541,451 $54,475,353 $123,802,397 $124,462,916 Restricted 9,824,330 8,721,203 - - 9,824,330 8,721,203 Unrestricted 13,724,705 14,544,111 11,391,338 10,631,342 25,116,043 25,175,453 Total net position $94,809,981 $93,252,877 $63,932,789 $65,106,695 $158,742,770 $158,359,572 18 Management's Discussion and Analysis $9,824,330 of the City's net position represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net position ($25,116,043) may be used to meet ongoing obligations to citizens and creditors. At the end of the current fiscal year, the City is able to report positive balances in all three categories of net position, both for the City as a whole, as well as for its separate governmental and business -type activities. Governmental Activities Total net position of the governmental activities increased $1,557,104, or 2 %. The components of net position increased or decreased as follows: • Net investment in capital assets increased $1,273,383 due to payments made on debt related to capital assets. • Restricted net position increased $1,103,127. This increase is primarily due to the collection of large assessments that had previously been deferred until development occurs. In addition, there were smaller increases in fund balance of the City's tax increment funds. • Unrestricted net position decreased $819,406. The majority of this decrease is due to expenses related to the 2013 Street Reconstruction project, which will not be capitalized due to the maintenance nature of the project. 19 Management's Discussion and Analysis Business -Type Activities The net position of the City's business -type activities decreased by $1,173,906, or 2 %. Net investment in capital assets decreased $1,933,902 because depreciation expense exceeded capital asset additions and the disposal of the utility billing radio read asset which still had some remaining undepreciated balance. Unrestricted net position increased $759,996, due primarily to an increase in connection charges from increased development. City of Chanhassen, Minnesota's Changes in Net Position 20 Governmental Activities Business -Type Activities Totals 2013 2012 2013 2012 2013 2012 Revenues: Program revenues: Charges for services $3,609,822 $3,109,711 $5,803,976 $6,171,579 $9,413,798 $9,281,290 Operating grants and contributions 472,298 404,663 63,112 121,925 535,410 526,588 Capital grants and contributions 10,718,999 2,953,496 2,852,437 1,861,689 13,571,436 4,815,185 General revenues: Property taxes 10,059,324 10,064,176 - - 10,059,324 10,064,176 Tax increment collections 545,906 533,011 545,906 533,011 Cants and contributions not restricted to specific programs 19,941 20,071 - - 19,941 20,071 Unrestricted investment earnings (14,764) 173,523 (776) 92,453 (15,540) 265,976 Special item- sale ofpublic works building - 1,246,275 - - - 1,246,275 Gain on sale ofcapital assets 37,720 56,610 - - 37,720 56,610 Total revenues 25,449,246 18,561,536 8,718,749 8,247,646 34,167,995 26,809,182 Expenses: General government 2,630,405 2,690,853 - - 2,630,405 2,690,853 Public safety 3,313,694 3,176,441 3,313,694 3,176,441 Public works 14,224,453 7,743,147 14,224,453 7,743,147 Parks and recreation 2,919,183 3,114,340 2,919,183 3,114,340 Community development 523,651 646,262 523,651 646,262 Interest on long -term debt 588,352 725,881 588,352 725,881 Water - - 4,702,686 3,646,787 4,702,686 3,646,787 Sewer 3,548,200 3,235,324 3,548,200 3,235,324 Surface water management 1,334,173 1,347,345 1,334,173 1,347,345 Total expenses 24,199,738 18,096,924 9,585,059 8,229,456 33,784,797 26,326,380 Increase (decrease) in net position before transfers 1,249,508 464,612 (866,310) 18,190 383,198 482,802 Transfers 307,596 (173,420) (307,596) 173,420 - Change in net position 1,557,104 291,192 (1,173,906) 191,610 383,198 482,802 Net position - beginning 93,252,877 92,961,685 65,106,695 64,915,085 158,359,572 157,876,770 Netposition - ending $94,809,981 $93,252,877 $63,932,789 $65,106,695 $158,742,770 $158,359,572 20 Management's Discussion and Analysis Governmental Activities Revenues Revenues for the governmental activities increased by $6,887,710, or 37 %. Capital grants and contributions increased by $7,765,503 from 2012 due to state and federal grant funds being received for the TH101 — Lyman Blvd to Pioneer Trail project. Expenses Expenses for the governmental activities increased by $6,102,814, or 34 %. The increase is largely due to the same project noted above that had approximately $6.1 million in expenses, the majority of which were funded by other participating agencies. Below are specific graphs which provide comparisons of the governmental activities revenues and expenses: Governmental Activities - Revenues Property taxes Capital grants and 39.5% contributions 42.1% Tax increment collections 2.1% Operating grants and contributions 1.9% Charges for services Other 14.2% 0.1% 21 Management's Discussion and Analysis Interest on long -term debt Community development 2.4% Governmental Activities - Expenses 2.2% General government Parks and recreation 10.9% 12.1% i Public safety 13.6% Public works 58.8% Business —Type Activities Revenues Revenues for the business -type activities increased by $471,103, or 6 %, as noted earlier connection charges increased by approximately $470,000 due to increased development in the City in 2013. Expenses Expenses for business -type activities increased by $1,355,603, or 16 %. The majority of the increase was due to the purchase and installation of new radio read units for the City's utility billing system. 22 Management's Discussion and Analysis Below are specific graphs showing the business -type activities revenue and expense comparisons: Capital grants and contributions Business -Type Activities - Revenue 32.7% Charges for services Operating grants and 66.6% contributions 0.7% Surface water management 13.9% Business -Type Activities - Expenses Water 49.1% Sewer 37.0% 23 Management's Discussion and Analysis Financial Analysis of the Government's Funds Governmental Funds. The focus of the City's governmental funds is to provide information on near -term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City's financing requirements. In particular, unrestricted fund balance may serve as a useful measure of a government's net resources available for spending at the end of the fiscal year. At the end of the current fiscal year, the City's governmental funds reported combined ending fund balances of $21,606,400. Approximately 42% of this total amount ($9,181,230) constitutes fund balance restricted by external constraints established by creditors, grantors, contributors, or by state statutory provisions. $1,343,809 of fund balance is not in a spendable form, $6,366,292 has been assigned, and $4,715,069 is unassigned. The General Fund decreased by $200,453 in 2013. The decrease in fund balance was attributable to the transfer out of the 2012 operating surplus, which exceeded the 2013 operating surplus by approximately $200,000. The 2009A G.O. Refunding Bonds debt service fund increased by $2,365,428 due to developing properties in the area paying large deferred assessments. The Revolving Assessment Fund decreased by $618,593. The majority of the decrease is due to the final payment of the loan for the 2010 Audubon Road Reconstruction project. There is approximately $500,000 in remaining scheduled levy dollars that will be used to reimburse this final payment. The THIN Improvements — Lyman to Pioneer Fund increased $483,952 due to transfers in from the City's utility funds for reimbursement of costs related to utility improvements for this proj ect. The nonmajor special revenue funds decreased by $723,809 in 2013. This decrease was primarily due to the final payment made by the City's EDA for the 2010 Audubon Road Reconstruction project. The nonmajor debt service funds increased by $122,468 in 2013. There were no significant items that accounted for this increase. The nonmajor capital project funds increased by $868,517. This increase was partly due to additional tax increment receipts that exceeded related expenses (the largest district will be closed in 2014). In addition, City Council transferred $150,000 in General Fund surplus from 2012 into the Capital Replacement Fund for the intended construction of several park shelters throughout the City. 24 Management's Discussion and Analysis Proprietary funds. The City's proprietary funds provide the same type of information found in the government -wide financial statements, but in more detail. The unrestricted net position in the respective proprietary funds is $6,428,603 (Water), $3,962,198 (Sewer) and $1,000,537 (Surface Water Management). The Water, Sewer and Surface Water Management Funds each had a decrease in net position in 2013 of $490,887, $634,620 and $48,399, respectively. Budgetary Highlights General Fund There were no budget amendments to the General Fund in 2013. Budgetary Variances — Revenues The positive General Fund revenue variance of $401,079 was mostly due to building permit revenues in excess of anticipated collections. Budgetary Variances — Expenses Expenses for the General Fund had a positive variance of $16,387. The variance was less than .2% of the entire General Fund budget. 25 Management's Discussion and Analysis Capital Asset and Debt Administration Capital assets. The City's investment in capital assets for its governmental and business -type activities as of December 31, 2013, amounts to $150,878,600 (net of accumulated depreciation). This investment in capital assets includes land, buildings, infrastructure, machinery, and equipment. City of Chanhassen, Minnesota's Capital Assets (Net of Depreciation) 26 Beginning Ending Primary Government Balance Increase Decrease Balance Governmental activities: Capital assets not being depreciated: Land $19,631,489 $161,300 $ - $19,792,789 Construction in progress 2,502,939 1,698,800 (2,240,562) 1,961,177 Permanent easements 539,918 382,752 922,670 Total capital assets not being depreciated 22,674,346 2,242,852 (2,240,562) 22,676,636 Capital assets being depreciated: Buildings and structures 22,832,191 26,568 - 22,858,759 Machinery and equipment 8,022,468 496,881 (210,462) 8,308,887 Other improvements 5,800,369 880,366 6,680,735 Temporary easements 22,782 931 (10,782) 12,931 Infrastructure 109,461,432 3,378,906 (176,092) 112,664,246 Total capitalassets being depreciated 146,139,242 4,783,652 (397,336) 150,525,558 Less accumulated depreciation for: Buildings and structures 5,590,393 558,871 6,149,264 Machinery and equipment 5,443,433 455,745 (177,823) 5,721,355 Other improvements 2,422,773 246,553 2,669,326 Temporary easements 5,406 11,393 (10,782) 6,017 Infrastructure 68,263,019 3,763,115 (175,212) 71,850,922 Total accumulated depreciation 81,725,024 5,035,677 (363,817) 86,396,884 Governmental activities capital assets -net $87,088,564 $1,990,827 ($2,274,081) $86,805,310 26 Management's Discussion and Analysis Business -type activities capital assets -net 65,937,352 (60,971) (1,803,091) 64,073,290 Total capital assets - net $153,025,916 $1,929,856 ($4,077,172) $150,878,600 Additional information on the City's capital assets can be found in Note 5. Governmental Activities Capital Assets. There was a decrease in capital assets due to the reduction in depreciable assets (current year depreciation expense exceeded current year additions). Business -Type Activities Capital Assets. There was a decrease in capital assets due to the reduction in depreciable assets (current year depreciation expense exceeded current year additions), as well as the disposal of the utility billing radio reading devices discussed earlier. Long -term debt. At the end of the current fiscal year, the City had total bonds payable outstanding of $32,404,287, a decrease of $5,844,026 from 2012. The majority of the decrease was due to the City advance refunding $3.6 million of the 2005B GO Water Improvement Bond. In 2013, the escrow account was used to make the final principal payment on the old issuance. The remaining decrease was due to current year scheduled payments. The balance of the bonds payable outstanding is comprised of $10,155,000 in general obligation bonds, $5,220,000 for special assessment debt which is supported in part by special assessments, $16,170,000 of revenue bonds which financed capital investments for the water, sewer, and surface water management operations, $705,000 in tax increment bonds and an unamortized bond premium of $154,287. Additional long -term debt in the amount of $955,237 for compensated absences was also outstanding at the end of 2013. O►a►I Beginning Fording Primary Government Balance Increase Decrease Balance Business -type activities: Capital assets not being depreciated: Land $1,997,435 $75200 $ - $2,072,635 Construction in progress 2,984,240 898,921 (1,184,345) 2,698,816 Permanent easements 398,564 436,919 835,483 Total capital assets not being depreciated 5,380,239 1,411,040 (1,184,345) 5,606,934 Capital assets being depreciated: Buildings and structures 12,445,429 - 12,445,429 Machinery and equipment 2,582,579 160,083 (1,322,965) 1,419,697 Temporary easements 34,728 - 34,728 Other improvements 100,130,331 1,607,048 (125,447) 101,611,932 Total capital assets being depreciated 115,193,067 1,767,131 (1,448,412) 115,511,786 Less accumulated depreciation for: Buildings and structures 1,245,245 248,918 1,494,163 Machinery and equipment 1,546,818 81,573 (704,219) 924,172 Temporary easements 17,412 17,316 - 34,728 Other improvements 51,826,479 2,891,335 (125,447) 54,592,367 Total accumulated depreciation 54,635,954 3,239,142 (829,666) 57,045,430 Business -type activities capital assets -net 65,937,352 (60,971) (1,803,091) 64,073,290 Total capital assets - net $153,025,916 $1,929,856 ($4,077,172) $150,878,600 Additional information on the City's capital assets can be found in Note 5. Governmental Activities Capital Assets. There was a decrease in capital assets due to the reduction in depreciable assets (current year depreciation expense exceeded current year additions). Business -Type Activities Capital Assets. There was a decrease in capital assets due to the reduction in depreciable assets (current year depreciation expense exceeded current year additions), as well as the disposal of the utility billing radio reading devices discussed earlier. Long -term debt. At the end of the current fiscal year, the City had total bonds payable outstanding of $32,404,287, a decrease of $5,844,026 from 2012. The majority of the decrease was due to the City advance refunding $3.6 million of the 2005B GO Water Improvement Bond. In 2013, the escrow account was used to make the final principal payment on the old issuance. The remaining decrease was due to current year scheduled payments. The balance of the bonds payable outstanding is comprised of $10,155,000 in general obligation bonds, $5,220,000 for special assessment debt which is supported in part by special assessments, $16,170,000 of revenue bonds which financed capital investments for the water, sewer, and surface water management operations, $705,000 in tax increment bonds and an unamortized bond premium of $154,287. Additional long -term debt in the amount of $955,237 for compensated absences was also outstanding at the end of 2013. O►a►I Management's Discussion and Analysis City of Chanhassen, Minnesota's Outstanding Debt Governmental Activities Business -Type Activities Totals 2013 2012 2013 2012 2013 2012 General obligation bonds $10,155,000 $10,705,000 $ - $ - $10,155,000 $10,705,000 Revenue bonds - - 16,170,000 20,410,000 16,170,000 20,410,000 Tax increment bonds 705,000 775,000 - - 705,000 775,000 General improvement bonds 5,220,000 6,190,000 - - 5,220,000 6,190,000 Bond premium - - 154,287 168,313 154,287 168,313 Compensated absences 794,233 830,144 161,004 137,856 955,237 968,000 Total $16,874,233 $18,500,144 516,485,291 $20,716,169 $33,359,524 $39,216,313 The City did not issue debt in 2013. However as the financial statements will indicate, the City maintained strong financial reserves and continues its practice of utilizing multiple long term financial planning documents. The City's bond rating had previously been reaffirmed in 2012 by Standard & Poor's when the City issued the G.O. Water and Sewer Revenue Bonds of 2012A. The City of Chanhassen is one of approximately 15 communities in the State of Minnesota to have an AAA bond rating from either Standard & Poor's or Moody's. State statutes limit the amount of general obligation debt a Minnesota city may issue to 3% of the total estimated market value. The current debt limitation for the City is $93,542,001. Of the City's outstanding debt, $8,705,958 is counted within the statutory limitation. Additional information on the City's long -term debt can be found in Note 6. Requests for Information. This financial report is designed to provide a general overview of the City of Chanhassen, Minnesota's finances for all those with an interest in the government's finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Director of Finance, 7700 Market Boulevard, P.O. Box 147, Chanhassen, Minnesota 55317. 28 BASIC FINANCIAL STATEMENTS 29 - This page intentionally left blank - 30 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF NET POSITION December 31, 2013 With Comparative Totals For December 31, 2012 Assets: Cash and investments Cash with escrow agent Restricted cash Accrued interest receivable Due from other governmental units Accounts receivable - net Property taxes receivable Prepaid items Inventories - at cost Internal balances Contract for deed receivable Special assessments receivable Capital assets (net of accumulated depreciation): Nondepreciable Depreciable Total assets Liabilities: Accounts payable Due to other governmental units Salaries payable Contracts payable Accrued interest payable Unearned revenue Compensated absences payable: Due within one year Due in more than one year Other post employment benefits payable: Due in more than one year Bonds payable: Due within one year Due in more than one year Total liabilities Net position: Net investment in capital assets Restricted for: Debt service Park improvements Tax increment purposes Other purposes Unrestricted Total net position Statement 1 Primary Government Governmental Business -Type Totals 28,100,095 Activities Activities 2013 2012 $21,158,901 $11,505,083 $32,663,984 $29,044,357 - 3,670,439 3,670,439 7,114,653 - - - 1,848,326 73,549 44,789 118,338 112,489 2,267,115 13,161 2,280,276 743,441 180,983 1,107,329 1,288,312 1,310,249 154,009 - 154,009 277,975 16,741 1,572 18,313 205,123 - 45,277 45,277 24,006 (559,515) 559,515 - - 1,372,668 - 1,372,668 1,416,079 3,456,202 113,458 3,569,660 5,527,953 22,676,636 5,606,934 28,283,570 28,100,095 64,128,674 58,466,356 122,595,030 124,925,821 114,925,963 81,133,913 196,059,876 200,650,567 549,212 96,991 646,203 472,604 27,927 107,028 134,955 753,496 139,443 27,956 167,399 151,584 1,017,910 256,908 1,274,818 327,228 241,736 178,493 420,229 491,415 1,245,733 48,457 1,294,190 862,819 54,836 11,116 65,952 41,134 739,397 149,888 889,285 926,866 19,788 - 19,788 15,536 4,190,000 4,704,026 8,894,026 5,844,026 11, 890,000 11, 620,261 23, 510,261 32,404,287 20,115,982 17,201,124 37,317,106 42,290,995 71,260,946 52,541,451 123,802,397 124,462,916 6,595,927 - 6,595,927 5,905,553 1,714,972 - 1,714,972 1,650,118 1,347,593 - 1,347,593 1,022,785 165,838 - 165,838 142,747 13,724,705 11,391,338 25,116,043 25,175,453 $94,809,981 $63,932,789 $158,742,770 $158,359,572 The accompanying notes are an integral part of these financial statements. 31 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF ACTIVITIES For The Year Ended December 31, 2013 With Comparative Totals For The Year Ended December 31, 2012 Functions/Programs Primary government: Governmental activities: General government Public safety Public works Parks and recreation Community development Interest and fees on long -term debt Total governmental activities Business -type activities: Water Sewer Surface water management Total business -type activities Total primary government 4,702,686 3,548,200 1,334,173 9,585,059 $33,784,797 The accompanying notes are an integral part of these financial statements. 32 2,829,226 2,358,854 615,896 5,803,976 $9,413,798 Charges For Expenses Services $2,630,405 $512,301 3,313,694 1,390,473 14,224,453 440,663 2,919,183 1,228,802 523,651 37,583 588,352 - 24,199,738 3,609,822 4,702,686 3,548,200 1,334,173 9,585,059 $33,784,797 The accompanying notes are an integral part of these financial statements. 32 2,829,226 2,358,854 615,896 5,803,976 $9,413,798 Program Revenues Operating Capital Grants and Grants and Contributions Contributions $600 352,973 100,000 18,725 472,298 Statement 2 Net (Expense) Revenue and Changes in Net Position Primary Government Governmental Business -Type Totals Activities Activities 2013 2012 $ - ($2,117,504) (1,570,248) 10,718,999 (2,964,791) - (1,671,656) (486,068) - (588,352) 10,718,999 (9,398,619) 0 ($2,117,504) ($2,134,041) (1,570,248) (1,490,644) (2,964,791) (4,259,165) (1,671,656) (2,398,125) (486,068) (621,198) (588,352) (725,881) (9,398,619) (11,629,054) 1,297 1,501,349 - (370,814) (370,814) 571,463 - 677,695 - (511,651) (511,651) (295,127) 61,815 673,393 - 16,931 16,931 (350,599) 63,112 2,852,437 0 (865,534) (865,534) (74,263) $535,410 $13,571,436 (9,398,619) (865,534) (10,264,153) (11,703,317) General revenues: General property taxes Tax increment collections Grants and contributions not restricted to specific programs Unrestricted investment earnings Gain on sale of capital assets Special item - sale of public works building Transfers Total general revenues, special item and transfers Change in net position Net position - January 1 Net position - December 31 10,059,324 - 545,906 - 19,941 - (14,764) (776) 37,720 - 307,596 (307,596) 10,059,324 10,064,176 545,906 533,011 19,941 20,071 (15,540) 265,976 37,720 56,610 - 1,246,275 10,955,723 (308,372) 10,647,351 12,186,119 1,557,104 (1,173,906) 383,198 482,802 93,252,877 65,106,695 158,359,572 157,876,770 $94,809,981 $63,932,789 $158,742,770 $158,359,572 The accompanying notes are an integral part of these financial statements. 33 - This page intentionally left blank - 34 CITY OF CHANHASSEN, MINNESOTA BALANCE SHEET GOVERNMENTAL FUNDS December 31, 2013 With Comparative Totals For December 31, 2012 $21,606,400 $19,308,890 Amounts reported for governmental activities in the statement of net position are different because: Nonspendable Statement 3 - 1,327,068 1,343,809 368 2009A 601 604 TH101 - 4,688,037 9,181,230 6,359,422 Assigned - - 2,167,054 G.O. Revolving Improvements Unassigned 5,274,584 - - - (559,515) 4,715,069 General Refunding Assessment - Lyman to Other Gov-VI 19,308,890 Total liabilities, deferred inflows Fund Bonds Fund Pioneer Funds Totals Governmental Funds Assets: $27,855,164 2013 2012 Cash and investments $5,430,010 $4,478,332 $2,132,458 $920,356 $8,197,745 $21,158,901 $19,746,734 Accrued interest receivable 19,619 10,843 10,082 2,937 30,068 73,549 68,853 Due from other governmental units 43,873 - 104,270 1,242,231 876,741 2,267,115 714,239 Accounts receivable - net 69,466 - 2,409 - 109,108 180,983 145,956 Property taxes receivable 134,529 3,738 888 - 14,854 154,009 277,975 Prepaid items 16,741 - - - - 16,741 57,600 Contract for deed receivable - - - - 1,372,668 1,372,668 1,416,079 Special assessments receivable 1,296 885,116 1,864,071 - 705,719 3,456,202 5,427,728 Total assets $5,715,534 $5,378,029 $4,114,178 $2,165,524 $11,306,903 $28,680,168 $27,855,164 Liabilities, Deferred Inflows of Resources, and Fund Balances Liabilities: Accounts payable $136,132 $ - $30,122 $196,288 $186,670 $549,212 $377,583 Due to other governmental units 24,522 - - 2,274 1,131 27,927 699,931 Salaries payable 137,008 - - - 2,435 139,443 127,440 Contracts payable - - 57,360 799,608 160,942 1,017,910 207,671 Interfund loan payable - - - - 559,515 559,515 646,856 Unearned revenue 43,307 - - 675,977 526,449 1,245,733 862,819 Total liabilities 340,969 0 87,482 1,674,147 1,437,142 3,539,740 2,922,300 Deferred inflows of resources: Unavailable revenue 83,240 884,836 1,859,642 - 706,310 3,534,028 5,623,974 Fund balances: $21,606,400 $19,308,890 Amounts reported for governmental activities in the statement of net position are different because: Nonspendable 16,741 - - - 1,327,068 1,343,809 1,430,283 Restricted - 4,493,193 - - 4,688,037 9,181,230 6,359,422 Assigned - - 2,167,054 491,377 3,707,861 6,366,292 6,731,400 Unassigned 5,274,584 - - - (559,515) 4,715,069 4,787,785 Total fund balances 5,291,325 4,493,193 2,167,054 491,377 9,163,451 21,606,400 19,308,890 Total liabilities, deferred inflows of resources, and fund balances $5,715,534 $5,378,029 $4,114,178 $2,165,524 $11,306,903 $28,680,168 $27,855,164 Fund balance reported above $21,606,400 $19,308,890 Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activities are not financial resources and therefore are not reported in the funds. 86,805,310 87,088,564 Other long -term assets are not available to pay for current period expenditures and therefore are reported as unavailabe revenue in the funds. 3,534,028 5,623,974 Long -term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds. (17,135,757) (18,768,551) Net position of governmental activities $94,809,981 $93,252,877 The accompanying notes are an integral part of these financial statements. 35 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS For The Year Ended December 31, 2013 With Comparative Totals For The Year Ended December 31, 2012 Revenues: General property taxes Tax increment collections Licenses and permits Intergovernmental Special assessments Charges for services Fines and forfeits Investment earnings Net change in fair value of investments Contributions and donations Refunds and reimbursements Other Total revenues Expenditures: Current: General government Public safety Public works Parks and recreation Community development Capital outlay: General government Public safety Public works Parks and recreation Debt service: Principal Interest and paying agent fees Total expenditures Revenues over (under) expenditures Other financing sources (uses): Transfers in Transfers out Total other financing sources (uses) Special item: Sale of old public works building Net change in fund balance Fund balance - January 1 General Fund $7,457,293 1,324,770 359,080 623,044 99,984 44,959 (50,077) 19,645 83,081 186,700 10,148,479 368 2009A G.O. Refunding Bonds $550,000 2,174,645 28,509 (27,676) 601 Revolving Assessment Fund $130,680 104,270 863,490 28,033 (25,735) 2,725,478 1,100,738 1,950,343 - - 3,070,974 - - 2,336,951 - 2,115,790 1,958,624 - - 414,121 - 244,034 - 208,881 200,000 770,000 - 160,050 4,620 9,731,013 360,050 3,343,325 417,466 2,365,428 (2,242,587) (617,919) (617,919) 0 (200,453) 2,365,428 1,732,707 (108,713) 1,623,994 (618,593) 5,491,778 2,127,765 2,785,647 Fund balance - December 31 $5,291,325 $4,493,193 $2,167,054 The accompanying notes are an integral part of these financial statements. 36 Statement 4 604 TH101 Improvements - Intra Activity Lyman to Pioneer Other Govt'l Funds Eliminations Totals Governmental Funds 2013 6,122,566 6,648 (7,496) 6,121,718 $2,038,510 545,906 789,000 1,385,423 154,943 284,370 64,815 (76,744) 13,514 152,282 73,003 5,425,022 0 $10,176,483 545,906 2,113,770 7,971,339 3,193,078 907,414 99,984 172,964 (187,728) 33,159 235,363 259,703 25,521,435 2012 $10,143,011 533,011 1,595,358 2,151,785 1,667,881 880,920 119,997 218,669 (45,146) 36,893 253,030 264,038 17,819,447 - 324,297 - 2,274,640 2,326,490 - 108,472 - 3,179,446 3,013,980 5,745,780 429,619 - 10,628,140 3,726,158 - 43,980 - 2,002,604 2,154,714 - 108,417 - 522,538 642,403 - 87,707 - 87,707 75,226 - 74,144 - 74,144 39,314 355,842 1,882,852 - 2,482,728 3,502,371 - 418,333 - 627,214 1,310,366 6,101,622 20,096 463,856 463,856 483,952 7,425 $491,377 620,000 - 1,590,000 434,817 - 599,487 4,532,638 0 24,068,648 892,384 0 1,452,787 627,734 (1,935,586) 888,711 (1,252,942) 1,935,586 (43,988) (625,208) 0 844,723 267,176 0 2,297,510 8,896,275 - 19,308,890 $9,163,451 $0 $21,606,400 The accompanying notes are an integral part of these financial statements. 37 5,100,000 814,621 22,705,643 (4,886,196) 1,203,031 (48,881) 1,154,150 1,475,000 (2,257,046) 21,565,936 $19,308,890 CITY OF CHANHASSEN, MINNESOTA RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES For The Year Ended December 31, 2013 With Comparative Totals For The Year Ended December 31, 2012 Amounts reported for governmental activities in the statement of activities (Statement 2) are different because: Net changes in fund balances - total governmental funds (Statement 4) Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which capital outlays differ from depreciation in the current period. The net effect of various miscellaneous transactions involving capital assets (i.e. sales, trade -ins and donations) is to increase (decrease) net position. Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. The issuance of long -term debt (e.g., bonds, leases) provides current financial resources to governmental funds, while the repayment of the principal of long -term debt consumes the current financial resources of governmental funds. Neither transaction, however, has any effect on net position. This amount is the net effect of these differences in the treatment of long -term debt and related items. Some expenses reported in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds. Change in net position of governmental activities (Statement 2) Statement 5 2013 2012 $2,297,510 ($2,257,046) (1,763,884) (170,882) 1,480,630 (1,628,719) (2,089,946) (796,184) 1,590,000 5,100,000 42,794 44,023 $1,557,104 $291,192 The accompanying notes are an integral part of these financial statements. 38 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF NET POSITION PROPRIETARY FUNDS December 31, 2013 With Comparative Totals For December 31, 2012 Assets: Current assets: Cash and cash equivalents Cash with escrow agent Restricted cash Accrued interest receivable Due from other governmental units Accounts receivable - net Prepaid items Water meter inventory Interfund loan receivable Special assessments receivable Connection charges receivable Total current assets Noncurrent assets: Capital assets: Land Easements Buildings and structures Machinery and equipment Other improvements Construction in progress Total capital assets Less: Allowance for depreciation Net capital assets Total assets Liabilities: Current liabilities: Accounts payable Due to other governmental units Salaries payable Contracts payable Accrued interest payable Unearned revenue Compensated absences payable - due within one year Bonds payable - due within one year Total current liabilities Noncurrent liabilities: Compensated absences payable - due in more than one year Bonds payable - due in more than one year Total noncurrent liabilities Total liabilities Net position: Net investment in capital assets Unrestricted Total net position Statement 6 Water Sewer Surface Water Management Totals 1,997,435 383,497 243,357 243,357 2013 2012 $6,212,497 $4,312,516 $980,070 $11,505,083 $9,297,623 3,670,439 - - 3,670,439 7,114,653 - - - - 1,848,326 23,198 18,298 3,293 44,789 43,636 488 195 12,478 13,161 29,202 510,607 454,769 141,953 1,107,329 1,164,293 662 662 248 1,572 147,523 45,277 - - 45,277 24,006 559,515 - - 559,515 646,856 19,626 16,695 - 36,321 19,155 58,125 19,012 - 77,137 81,070 11,100,434 4,822,147 1,138,042 17,060,623 20,416,343 1,370,974 145,550 556,111 2,072,635 1,997,435 383,497 243,357 243,357 870,211 433,292 12,445,429 - - 12,445,429 12,445,429 759,956 641,758 17,983 1,419,697 2,582,579 43,410,145 32,834,326 25,367,461 101,611,932 100,130,331 2,535,807 96,561 66,448 2,698,816 2,984,240 60,905,808 33,961,552 26,251,360 121,118,720 120,573,306 (24,229,354) (20,265,485) (12,550,591) (57,045,430) (54,635,954) 36,676,454 13,696,067 13,700,769 64,073,290 65,937,352 47,776,888 18,518,214 14,838,811 81,133,913 86,353,695 37,396 33,542 26,053 96,991 95,021 4,563 102,465 - 107,028 53,565 13,262 9,406 5,288 27,956 24,144 200,943 28,391 27,574 256,908 119,557 175,516 2,977 - 178,493 238,544 - - 48,457 48,457 - 4,847 4,189 2,080 11,116 5,858 4,646,526 57,500 - 4,704,026 4,254,026 5,083,053 238,470 109,452 5,430,975 4,790,715 65,356 56,479 28,053 149,888 131,998 11,055,261 565,000 - 11,620,261 16,324,287 11,120,617 621,479 28,053 11,770,149 16,456,285 16,203,670 859,949 137,505 17,201,124 21,247,000 25,144,615 13,696,067 13,700,769 52,541,451 54,475,353 6,428,603 3,962,198 1,000,537 11,391,338 10,631,342 $31,573,218 $17,658,265 $14,701,306 $63,932,789 $65,106,695 The accompanying notes are an integral part of these financial statements. 39 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF REVENUES, EXPENSES AND Statement 7 CHANGES IN FUND NET POSITION PROPRIETARY FUNDS For The Year Ended December 31, 2013 With Comparative Totals For The Year Ended December 31, 2012 Operating revenues: Charges for services Penalties and other Total operating revenues Operating expenses: Personal services Materials and supplies Contractual services: MCES Other Repairs and maintenance Depreciation Total operating expenses Operating income (loss) Nonoperating revenues (expenses): Investment earnings Net change in fair value of investments Intergovernmental Refunds and reimbursements Interest and fiscal charges Gain (loss) on disposal of capital assets Total nonoperating revenues (expenses) Income before contributions and transfers Transfer in Transfer out Capital contributions: Contributions of capital assets Special assessments Connection charges Total contributions and transfers Change in net position Net position - January 1 Surface Water Water Sewer Management Totals 2013 2012 $2,686,153 $2,299,500 $589,506 $5,575,159 $5,936,568 131,929 56,556 14,177 202,662 211,864 2,818,082 2,356,056 603,683 5,777,821 6,148,432 43,370 27,462 - 70,832 21,397 580,212 358,461 243,851 1,182,524 1,156,360 262,411 53,879 33,941 350,231 326,283 - 1,398,891 - 1,398,891 1,506,629 959,279 677,648 254,617 1,891,544 923,996 226,206 115,647 369 342,222 464,384 1,501,454 936,293 801,395 3,239,142 3,243,725 3,529,562 3,540,819 1,334,173 8,404,554 7,621,377 (711,480) (1,184,763) (730,490) (2,626,733) (1,472,945) 63,808 42,991 6,750 113,549 121,065 (59,213) (46,705) (8,407) (114,325) (28,612) 1,297 - 61,815 63,112 121,925 11,144 2,798 12,213 26,155 23,147 (554,378) (7,381) - (561,759) (605,703) (618,746) - - (618,746) (2,376) (1,156,088) (8,297) 72,371 (1,092,014) (370,554) (1,867,568) (1,193,060) (658,119) (3,718,747) (1,843,499) 43,988 - - 43,988 48,881 (502,586) (195,597) (190,528) (888,711) (1,203,031) 544,212 342,184 331,142 1,217,538 1,537,227 43,370 27,462 - 70,832 21,397 1,247,697 384,391 469,106 2,101,194 1,630,635 1,376,681 558,440 609,720 2,544,841 2,035,109 (490,887) (634,620) (48,399) (1,173,906) 191,610 32,064,105 18,292,885 14,749,705 65,106,695 64,915,085 Net position - December 31 $31,573,218 $17,658,265 $14,701,306 $63,932,789 $65,106,695 Capital Transfers - Contributions Net Amounts reported above $3,389,564 ($844,723) Amounts reported for business -type activities in the statement of activities are different because: Transfer in of capital assets from governmental activities (537,127) 537,127 Amounts reported on the statement of activities $2,852,437 ($307,596) The accompanying notes are an integral part of these financial statements. 40 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF CASH FLOWS PROPRIETARY FUNDS For The Year Ended December 31, 2013 With Comparative Totals For The Year Ended December 31, 2012 Cash flows from operating activities: Statement 8 Surface Water Water Sewer Management Totals 2013 2012 Receipts from customers and users $2,890,614 $2,372,617 $587,595 $5,850,826 $6,086,403 Payment to suppliers (1,468,131) (2,173,584) (293,799) (3,935,514) (3,108,336) Payment to employees (565,897) (350,698) (238,969) (1,155,564) (1,136,653) Miscellaneous revenue 12,441 2,798 122,485 137,724 145,072 Net cash flows provided by operating activities 869,027 (148,867) 177,312 897,472 1,986,486 Cash flows from noncapital financing activities: Transfers in Transfers out Decrease in interfund loan receivable Net cash flows provided by (used in) noncapital financing activities Cash flows from capital and related financing activities: Acquisition of capital assets Connection charges Special assessment revenue Proceeds from debt Principal paid on bonds Interest and fiscal charges Net cash flows provided by (used in) capital and related financing activities Cash flows from investing activities: Investment earnings Net (decrease) in cash and cash equivalents Cash and cash equivalents - January 1 Cash and cash equivalents - December 31 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Miscellaneous revenue (expense) Noncash repair and maintenance expense Depreciation Changes in assets and liabilities: Decrease (increase) in receivables Decrease in prepaid items Decrease (increase) in inventory Increase (decrease) in payables Total adjustments Net cash provided by operating activities 43,988 - - 43,988 48,881 (502,586) (195,597) (190,528) (888,711) (1,203,031) 87,341 - - 87,341 82,397 (371,257) (195,597) (190,528) (75282) (1,071,753) (431,049) (100,516) (107,372) (638,937) (1,469,229) 1,245,811 390,210 469,106 2,105,127 1,679,516 42,899 10,767 - 53,666 33,907 - - - - 1,245,000 (4,240,000) - - (4,240,000) (730,000) (497,791) (5,306) - (503,097) (584,304) (3,880,130) 295,155 361,734 (3,223,241) 174,890 5,140 (5,991) (1,078) (1,929) 83,320 (3,377,220) (55,300) 347,440 (3,085,080) 1,172,943 13,260,156 4,367,816 632,630 18,260,602 17,087,659 $9,882,936 $4,312,516 $980,070 $15,175,522 $18,260,602 ($711,480) ($1,184,763) ($730,490) ($2,626,733) ($1,472,945) 12,441 2,798 122,485 13 7, 724 145,072 - - - - 69,285 1,501,454 936,293 801,395 3,239,142 3,243,725 72,532 16,561 (16,088) 73,005 (62,029) 6,212 4,152 2,848 13,212 (12,825) (21,271) - - (21,271) 1,679 9,139 76,092 (2,838) 82,393 74,524 1,580,507 1,035,896 907,802 3,524,205 3,459,431 $869,027 ($148,867) $177,312 $897,472 $1,986,486 Noncash investing, capital and financing activities: Capital assets in the amount of $544,212 and $576,048 were contributed to the Water Fund in 2013 and 2012, respectively. Capital assets in the amount of $342,184 and $355,014 were contributed to the Sewer Fund in 2013 and 2012, respectively. Capital assets in the amount of $331,142 and $606,165 were contributed to the Surface Water Fund in 2013 and 2012, respectively. The accompanying notes are an integral part of these financial statements. 41 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF NET POSITION FIDUCIARY FUNDS December 31, 2013 With Comparative Totals For December 31, 2012 Assets: Statement 9 Agency Funds 2013 2012 Cash and investments $1,426,193 $1,093,722 Liabilities: Escrow deposits payable $1,426,193 $1,093,722 The accompanying notes are an integral part of these financial statements. 42 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Chanhassen, Minnesota (the City) was incorporated in 1967 and operates under the State of Minnesota Statutory Plan B form of government. The governing body consists of a five member City council elected by voters of the City. The financial statements of the City have been prepared in conformity with accounting principles generally accepted in the United States of America as applied to governmental units by the Governmental Accounting Standards Board (GASB). The following is a summary of the significant accounting policies. A. FINANCIAL REPORTING ENTITY In accordance with GASB pronouncements and accounting principles generally accepted in the United States of America, the financial statements of the reporting entity should include those of the City (the City) (the primary government) and its component units. The component unit discussed below is included in the City's reporting entity because of the significance of its operational or financial relationships with the City. COMPONENT UNITS In conformity with accounting principles generally accepted in the United States of America, the financial statements of the component unit have been included in the financial report as a blended component unit. Pursuant to the authorization of Minnesota Statutes Section 469.094, on April 28, 1997 the City transferred to the Economic Development Authority of the City all activities, programs, operations, and authority of the existing City Housing and Redevelopment Authority (HRA). The Economic Development Authority (EDA), an entity legally separate from the City, is governed by a board which is substantially the same as the City Council. The City is in a relationship of financial benefit or burden with the EDA. Separate financial statements for the EDA are not prepared. JOINTLY GOVERNED ORGANIZATIONS Southwest Area Transit Commission. The City, in conjunction with the Cities of Eden Prairie and Chaska, has agreed to establish the Southwest Area Transit Commission (the Commission). The purpose of the Commission is to provide alternative methods of public transit service to the three cities. The Commission's board is composed of two commissioners from each of the cities. Western Area Fire Training Association ( WAFTA). The City is a member of a joint powers group along with ten other communities. WAFTA operates a fire training facility in western Carver County. JOINT POWERS AGREEMENT The Chanhassen Recreation Center is owned by Independent School District No. 112 and operates under a joint powers agreement between the City and the School District. The ninety-nine year agreement expires in 2093. According to the terms of the agreement, the City reimburses the School District 24% of the cost to operate and maintain the facility. 43 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 B. GOVERNMENT -WIDE AND FUND FINANCIAL STATEMENTS The government -wide financial statements (i.e., the statement of net position and the statement of changes in net position) report information on all of the nonfiduciary activities of the primary government and its component units. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business -type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or business -type activity, are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or business -type activity. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or business -type activity and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or business -type activity. Taxes and other items not included among program revenues are reported instead of general revenues. Separate financial statements are provided for governmental funds, proprietary funds, and fiduciary funds, even though the latter are excluded from the government -wide financial statements. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. C. MEASUREMENT FOCUS, BASIS OF ACCOUNTING, AND FINANCIAL STATEMENT PRESENTATION The government -wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. The City's only fiduciary funds are agency funds. Agency funds are custodial in nature (assets equal liabilities) and do not involve measurement of results of operations. 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 all revenues, except reimbursement grants, to be available if they are collected within 60 days of the end of the current fiscal period. Reimbursement grants are considered available if they are collected within one year of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. 44 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Property taxes, special assessments, intergovernmental revenues, charges for services and interest associated with the current fiscal period are all considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. Only the portion of special assessments receivable due within the current fiscal period is considered to be susceptible to accrual as revenue of the current period. All other revenue items are considered to be measurable and available only when cash is received by the City. The City reports the following major governmental funds: 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. 2009A General Obligation Improvement Bond Fund (368) accounts for the accumulation of resources for payment of the general obligation bonds issued to finance utility improvements. Revolving Assessment Fund (601) accounts for the City's annual street re- construction program. The individual property owner will pay a portion of the cost of the annual project with assessments and the City will fund their portion with the reserves created in this fund and an annual tax levy in future years. TH101 Improvements — Lyman to Pioneer Fund (604) accounts for the funding sources and costs of the Trunk Highway 101 improvement project, which includes widening of the highway between Lyman Boulevard and Pioneer Trail, pedestrian/bicycle trails and a trail underpass. The City reports the following major proprietary funds: The Water Fund accounts for the water service charges which are used to finance the water system operating expenses. The Sewer Fund accounts for the sewer service charges which are used to finance the sanitary sewer system operating expenses. The Surface Water Management Fund accounts for the surface water charges which are used to finance the surface water system operating expenses. Additionally, the City reports the following fund type: Agency funds account for the assets of various escrow deposits and the Moon Valley Restoration Funds held by the City in a trustee capacity or as an agent. As a general rule the effect of interfund activity has been eliminated from the government -wide financial statements. Exceptions to this general rule are transactions that would be treated as revenues, expenditures or expenses if they involved external organizations, such as buying goods and services or payments in lieu of taxes, are similarly treated when they involve other funds of the City. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. 45 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Amounts reported as program revenues include 1) charges to customers or applicants for goods, services, or privileges provided, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. 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. The principal operating revenues of the water, sewer, and surface water management enterprise funds are charges to customers for sales and services. Operating expenses for enterprise funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. D. BUDGETS Budgets are adopted on a basis consistent with accounting principles generally accepted in the United States of America. Annual appropriated budgets are adopted for the General Fund and for the Contribution and CATV Special Revenue Funds. Budgeted amounts are reported as originally adopted, or as amended by the City Council. There were no budget amendments during 2013. Budgeted expenditure appropriations lapse at year end. Encumbrance accounting, under which purchase orders, contracts, and other commitments for the expenditure of monies are recorded in order to reserve that portion of the appropriation, is not employed by the City because it is at present not considered necessary to assure effective budgetary control or to facilitate effective cash management. E. LEGAL COMPLIANCE - BUDGETS The City follows these procedures in establishing the budgetary data reflected in the financial statements: 1. The City Manager submits to the City Council a proposed operating budget for the fiscal year commencing the following January 1. The operating budget includes proposed expenditures and the means of financing them. 2. Public hearings are conducted to obtain taxpayer comments. 3. The budget is legally enacted through passage of a resolution. 4. Management may authorize transfer of budgeted amounts between departments within any fund. All budget amendments between funds must be approved by the City Council. The legal level of budgetary control is at the fund level. Budgetary monitoring, by departments or divisions and by category, is required by City policy. 46 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 5. Formal budgetary integration is employed as a management control device during the year for the General Fund and Special Revenue Funds. Formal budgetary integration is not employed for Debt Service Funds because effective budgetary control is alternatively achieved through general obligation bond indenture provisions. Budgetary control for Capital Projects Funds is accomplished through the use of project controls. During 2013, the CATV Special Revenue Fund had expenditures of $162,884, which exceeded budgeted expenditures of $111,600 by $51,284. F. CASH AND INVESTMENTS Cash and investment balances from all funds are pooled and invested to the extent available in authorized investments. Investment income is allocated to individual funds on the basis of the fund's equity in the cash and investment pool. The City provides temporary advances to funds that have insufficient cash balances by means of an advance from another fund shown as interfund receivable in the advancing fund, and an interfund payable in the fund with the deficit, until adequate resources are received. Investments are stated at fair value, based upon quoted market prices, except for investments in 2a7- like external investment pools, which are stated at amortized cost. Investment income is accrued at the balance sheet date. For purposes of the statement of cash flows, the Proprietary Funds consider all highly liquid investments with a maturity of three months or less when purchased to be cash equivalents. All of the cash and investments allocated to the Proprietary Fund types have original maturities of 90 days or less. Therefore, the entire balance in such fund types is considered cash equivalents. G. RECEIVABLES Property taxes and special assessment receivables have been reported net of estimated uncollectible accounts (See Note 1 H and I). Because utility bills are considered liens on property, no estimated uncollectible amounts are established. Uncollectible amounts are not material for other receivables and have not been reported. E, yJ CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 H. PROPERTY TAX REVENUE RECOGNITION The City Council annually adopts a tax levy and certifies it to the County in December (levy /assessment date) of each year for collection in the following year. The County is responsible for billing and collecting all property taxes for itself, the City, the local School District and other taxing authorities. Such taxes become a lien on January 1 and are recorded as receivables by the City at that date. Real property taxes are payable (by property owners) on May 15 and October 15 of each calendar year. Personal property taxes are payable by taxpayers on February 28 and June 30 of each year. These taxes are collected by the County and remitted to the City on or before July 15 and December 15 of the same year. Delinquent collections for November and December are received the following January. The City has no ability to enforce payment of property taxes by property owners. The County possesses this authority. GOVERNMENT -WIDE FINANCIAL STATEMENTS The City recognizes property tax revenue in the period for which taxes were levied. Uncollectible property taxes are not material and have not been reported. GOVERNMENT FUND FINANCIAL STATEMENTS The City recognizes property tax revenue when it becomes both measurable and available to finance expenditures of the current period. In practice, current and delinquent taxes and State credits received by the City in July, December and January are recognized as revenue for the current year. Taxes collected by the County by December 31 (remitted to the City the following January) and taxes and credits not received at year end are classified as delinquent and due from County taxes receivable. The portion of delinquent taxes not collected by the City in January are fully offset by deferred inflows of resources because they are not available to finance current expenditures. The City's property tax revenue includes payments from the Metropolitan Revenue Distribution (Fiscal Disparities Formula) per State Statute 473F. This statute provides a means of spreading a portion of the taxable valuation of commercial/industrial real property to various taxing authorities within the defined metropolitan area. The valuation "shared" is a portion of commercial /industrial property valuation growth since 1971. I. SPECIAL ASSESSMENT REVENUE RECOGNITION Special assessments are levied against benefited properties for the cost or a portion of the cost of special assessment improvement projects in accordance with State Statutes. These assessments are collectible by the City over a term of years usually consistent with the term of the related bond issue. Collection of annual installments (including interest) is handled by the County Auditor in the same manner as property taxes. Property owners are allowed to (and often do) prepay future installments without interest or prepayment penalties. Once a special assessment roll is adopted, the amount attributed to each parcel is a lien upon that property until full payment is made or the amount is determined to be excessive by the City Council or court action. If special assessments are allowed to go delinquent, the property is subject to tax forfeit sale and the first proceeds of that sale (after costs, penalties and expenses of sale) are remitted to the City in payment of delinquent special assessments. Generally, the City will collect the full amount of its special assessments not adjusted by City Council or court action. Pursuant to State Statutes, a property shall be subject to a tax forfeit sale after three years unless it is homesteaded, agricultural or seasonal recreational land in which event the property is subject to such sale after five years. 48 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 GOVERNMENT -WIDE FINANCIAL STATEMENTS The City recognizes special assessment revenue in the period that the assessment roll was adopted by the City Council. Uncollectible special assessments are not material and have not been reported. GOVERNMENT FUND FINANCIAL STATEMENTS Revenue from special assessments is recognized by the City when it becomes measurable and available to finance expenditures of the current fiscal period. In practice, current and delinquent special assessments received by the City are recognized as revenue for the current year. Special assessments are collected by the County and remitted by December 31 (remitted to the City the following January) and are also recognized as revenue for the current year. All remaining delinquent, deferred and special deferred assessments receivable in governmental funds are completely offset by deferred inflows of resources. J. INVENTORIES GOVERNMENTAL FUNDS The original cost of materials and supplies are recorded as expenditures at the time of purchase. These funds do not maintain material amounts of inventories. PROPRIETARY FUNDS Inventories of the Proprietary Funds are stated at cost, which approximates market, using the first -in, first -out (FIFO) method. K. PREPAID ITEMS Certain prepayments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government -wide and fund financial statements. Prepaid items are reported using the consumption method and recorded as expenditures /expenses at the time of consumption. L. CAPITAL ASSETS Capital assets, which include property, plant, equipment, infrastructure assets (e.g., roads, trails, sidewalks, and similar items), and intangible assets such as easements and computer software, are reported in the applicable governmental or business -type activities columns in the government -wide financial statements. Capital assets are defined by the City as assets with an initial, individual cost of more than $5,000 (except for easements which is $10,000) and an estimated useful life in excess of one year. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market value at the date of donation. 49 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 In the case of the initial capitalization of general infrastructure assets, the City chose to include all such items regardless of their acquisition date amount. These assets are reported at historical or estimated historical cost, using the 1987 base highway construction price trend, when historical costs were unavailable. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend assets lives are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest incurred during the construction phase of capital assets of business -type activities is included as part of the capitalized value of the assets constructed. For the year ended December 31, 2013, no interest was capitalized in connection with construction in progress. Capital assets of the City are depreciated/amortized using the straight line method over the following estimated useful lives: Buildings and structures 20 — 50 years Machinery and equipment (including software) 3 — 30 years Drainage systems 30 years Water and sewer lines 30 years Streets 25 — 50 years Trails 15 years Sidewalks 25 years Other improvements 7 — 40 years Temporary easements 2 years M. COMPENSATED ABSENCES The City compensates all employees upon termination for unused vacation and unused sick time up to a maximum based upon length of service. The City compensates nonexempt employees for unused comp time. All vacation pay and comp time is accrued when incurred in the government -wide and proprietary fund financial statements. 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. In accordance with the provisions of Statement of Government Accounting Standards No. 16, Accounting for Compensated Absences, no liability is recorded for nonvesting accumulating rights to receive sick pay benefits. However, a liability is recognized for that portion of accumulating sick leave benefits that is vested as severance pay. N. LONG -TERM OBLIGATIONS In the government -wide financial statements 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. Bond premiums and discounts, if material, are amortized over the life of the related debt. 50 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 In the fund financial statements, governmental fund types recognize bond premiums and discounts 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. O. DEFERRED INFLOWS OF RESOURCES In addition to liabilities, the statement of financial position reports a separate section for deferred inflows of resources. This separate financial statement element represents an acquisition of net position that applies to future periods, and therefore, will not be recognized as an inflow of resources (revenue) until that time. The government has one type of item, which arises only under a modified accrual basis of accounting, that qualifies for reporting in this category. Accordingly, the item, unavailable revenue, is reported only in the governmental fund balance sheet. The governmental funds report unavailable revenues from the following sources: property taxes, special assessments and other revenue not collected within 60 days from year -end. P. FUND BALANCE CLASSIFICATIONS In the fund financial statements, governmental funds report fund balance in classifications that disclose constraints for which amounts in those funds can be spent. These classifications are as follows: Nonspendable - consists of amounts that are not in spendable form, such as prepaid items. Restricted - consists of amounts related to externally imposed constraints established by creditors, grantors or contributors; or constraints imposed by state statutory provisions. Committed - consists of internally imposed constraints. These constraints are established by Resolution of City Council, and committed amounts cannot be used for any other purpose unless the City Council removes or changes the specified use by resolution. Assigned - consists of internally imposed constraints for the specific purpose of the City's intended use. Pursuant to the City's Fund Balance Policy, the City Manager or Finance Director are authorized to assign fund balance that reflects the City's intended use of those funds. Unassigned - is the residual classification for the general fund and also reflects negative residual amounts in other funds. When both restricted and unrestricted resources are available for use, it is the City's policy to first use restricted resources, and then use unrestricted resources as they are needed. When committed, assigned or unassigned resources are available for use, it is the City's policy to use resources in the following order; 1) committed 2) assigned and 3) unassigned. The exception to this is the Park Acquisition and Development Fund (410), where it is the City's policy to use resources in the following order; 1) assigned, 2) committed, and 3) restricted. 51 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Q. INTERFUND TRANSACTIONS During the course of operations, numerous transactions occur between individual funds for goods provided or services rendered. Interfund services provided and used are accounted for as revenues, expenditures or expenses. Transactions that constitute reimbursements to a fund for expenditures /expenses initially made from it that are properly applicable to another fund, are recorded as expenditures /expenses in the reimbursing fund and as reductions of expenditures /expenses in the fund that is reimbursed. Short-term interfund loans are classified as "due to /from other funds." Long -term interfund loans are classified as "interfund loan receivable /payable." Any residual balances outstanding between the governmental activities and business -type activities are reported in the government -wide financial statements as "internal balances." All other interfund transactions are reported as transfers. R. USE OF ESTIMATES The preparation of financial statements in accordance with generally accepted accounting principles (GAAP) requires management to make estimates that affect amounts reported in the financial statements during the reporting period. Actual results could differ from such estimates. S. RECLASSIFICATIONS Certain amounts in the prior year have been reclassified to conform with the current year presentation. T. COMPARATIVE TOTALS The basic financial statements and schedules, required supplementary information, and combining and individual fund financial statements include certain prior -year summarized comparative information in total but not at the level of detail required for a presentation in conformity with generally accepted accounting principles. Accordingly, such information should be read in conjunction with the government's financial statements for the year ended December 31, 2012, from which the summarized information was derived. 52 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 U. RECONCILIATION OF GOVERNMENT -WIDE AND FUND FINANCIAL STATEMENTS 1. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL FUND BALANCE SHEET AND THE GOVERNMENT -WIDE STATEMENT OF NET POSITION The governmental fund balance sheet includes a reconciliation between fund balances — total governmental funds and net position — governmental activities as reported in the government -wide statement of net position. One element of that reconciliation explains that "long -term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds." The details of this ($17,135,757) difference are as follows: Bonds payable ($16,080,000) Accrued interest payable (241,736) Compensated absences (794,233) Other post employment benefit payable (19,788) Net adjustment to decrease fund balances - total governmental funds to arrive at net position - governmental activities ($17,135,757) 2. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES AND THE GOVERNMENT -WIDE STATEMENT OF ACTIVITIES The government fund statement of revenues, expenditures, and changes in fund balances includes a reconciliation between net changes in fund balances — total governmental funds and changes in net position ofgovernmental activities as reported in the government -wide statement of activities. One element of that reconciliation explains that "governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense." The details of this ($1,763,884) difference are as follows: Capital outlay /construction $3,271,793 Depreciation expense (5,035,677) Net adjustment to decrease net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities ($1,763,884) 53 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Another element of that reconciliation states that "the net effect of various miscellaneous transactions involving capital assets (i.e., sales, trade -ins and donations) is to increase (decrease) net position." The details of this $1,480,630 difference are as follows: Donations of capital assets increase net position in the statement of activities, but do not appear in the governmental funds because they are not financial resources $1,986,082 Transfer of capital assets to Enterprise Funds (537,127) The statement of activities reports losses arising from the trade -in or disposal of existing assets to acquire new capital assets. Conversely, governmental funds do not report any gain or loss on trade -in of capital assets 31,675 Net adjustment to decrease net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities $1,480,630 Another element of that reconciliation states that "revenues on the statement of activities that do not provide current financial resources are not reported as revenues in the funds." The details of this ($2,089,946) difference are as follows: Unavailable revenue - general property taxes: At December 31, 2012 At December 31, 2013 Unavailable revenue - special assessments: At December 31, 2012 At December 31, 2013 Other revenue was not available because it was not collected within 60 days from year -end. At December 31, 2012 At December 31, 2013 Net adjustment to decrease net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities 54 ($194,105) 76,946 (5,423,913) 3,451,493 (5,956) 5,589 ($2,089,946) CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Another element of that reconciliation states that "the issuance of long -term debt (e.g., bonds, leases) provides current financial resources to governmental funds, while the repayment of the long -term debt consumes the current financial resources of governmental funds." Neither transaction, however, has any effect on net position. The details of this $1,590,000 difference are as follows: Principal repayments: General obligation debt 550,000 General obligation improvement bonds 970,000 General obligation tax increment bonds 70,000 Net adjustment to increase net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities $1,590,000 Another element of that reconciliation states that "some expenses reported in the statement of activities do not require the use of current financial resources and therefore are not reported as expenditures in governmental funds." The details of this $42,794 difference are as follows: Compensated absences $35,911 Other post employment benefits (4,252) Accrued interest 11,135 Net adjustment to increase net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities $42,794 Note 2 DEPOSITS AND INVESTMENTS A. DEPOSITS In accordance with Minnesota Statutes, the City maintains deposits at those depository banks authorized by the City Council, all of which are members of the Federal Reserve System. Custodial Credit Risk — Custodial credit risk is the risk that in the event of a bank failure, the City's deposits may not be returned to it. Minnesota Statutes require that insurance, surety bonds or collateral protect all City deposits. The market value of collateral pledged must equal 110% of deposits not covered by insurance or bonds. The City has no additional deposit policies addressing custodial credit risk. As of December 31, 2013, the bank balance of the City's deposits was $7,391,071. Of this amount, $7,045,388 was insured by the FDIC or covered by pledged collateral held in the City's name. $345,683 of deposits were not insured by the FDIC or covered by pledged collateral. 55 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Minnesota Statutes require that securities pledged as collateral be held in safekeeping by the City Treasurer or in a financial institution other than that furnishing the collateral. Authorized collateral includes the following: a) United States government treasury bills, treasury notes, treasury bonds; b) Issues of United States government agencies and instrumentalities as quoted by a recognized industry quotation service available to the government entity; c) General obligation securities of any state or local government with taxing powers which is rated "A" or better by a national bond rating service, or revenue obligation securities of any state or local government with taxing powers which is rated "AA" or better by a national bond rating service; d) General obligation securities of a local government with taxing powers may be pledged as collateral against funds deposited by that same local government entity; e) Irrevocable standby letters of credit issued by Federal Home Loan Banks to a municipality accompanied by written evidence that the bank's public debt is rated "AA" or better by Moody's Investors Service, Inc. or Standard & Poor's Corporation; and f) Time deposits that are fully insured by any federal agency. At December 31, 2013, the carrying amount of the City's deposits with financial institutions was $7,364,767. B. INVESTMENTS Minnesota Statutes authorize the City to invest in the following: a) Direct obligations or obligations guaranteed by the United States or its agencies, its instrumentalities, or organizations created by an act of congress, excluding mortgage- backed securities defined as high risk. b) Shares of investment companies registered under the Federal Investment Company Act of 1940 and whose only investments are in securities described in (a) above, general obligation tax- exempt securities, or repurchase or reverse repurchase agreements. c) State and local securities as follows: 1) any security which is a general obligation of any state or local government with taxing powers which is rated "A" or better by a national bond rating service; 2) any security which is a revenue obligation of any state or local government with taxing powers which is rated "AA" or better by a national bond rating service; and 3) a general obligation of the Minnesota Housing Finance Agency which is a moral obligation of the State of Minnesota and is rated "A" or better by a national bond rating agency. d) Bankers acceptance of United States banks. 56 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 e) Commercial paper issued by United States corporations or their Canadian subsidiaries, of the highest quality, and maturing in 270 days or less. f) Repurchase or reverse repurchase agreements with banks that are members of the Federal Reserve System with capitalization exceeding $10,000,000; a primary reporting dealer in U.S. government securities to the Federal Reserve Bank of New York; certain Minnesota securities broker - dealers; or, a bank qualified as a depositor. g) General obligation temporary bonds of the same governmental entity issued under section 429.091, subdivision 7; 469.178, subdivision 5; or 475.6 1, subdivision 6. As of December 31, 2013, the City had the following investments and maturities: Investment Maturities (in Years) Less Than 1 1 -5 6 -10 $528,820 7,035,579 3,476,246 1,803,895 $12,844,540 (1) $2,807,010 are rated Aaa, $2,872,288 are rated Aal, Total investments $2,374,562 are rated Aa2, $3,411,355 are rated Aa3 and $1,025,210 Deposits are rated Al. Petty cash NR - Not Rated Total cash and investments Fair Investment Type Rating Value 4M Fund NR $528,820 Money Market Mutual Funds NR 7,035,579 Brokered Certificates of Deposit NR 5,207,039 Municipal Bonds (1) 12,490,425 Federal Home Loan Bank Notes Aaa 3,150,812 Federal National Mortgage Assn. Notes Aaa 998,295 Federal Home Loan Mortgage Corp. Notes Aaa 984,244 Total $30,395,214 Investment Maturities (in Years) Less Than 1 1 -5 6 -10 $528,820 7,035,579 3,476,246 1,803,895 $12,844,540 (1) $2,807,010 are rated Aaa, $2,872,288 are rated Aal, Total investments $2,374,562 are rated Aa2, $3,411,355 are rated Aa3 and $1,025,210 Deposits are rated Al. Petty cash NR - Not Rated Total cash and investments Classifications above are by maturity date. Some investments listed above have call dates that occur in less than one year. These amounts are presented in the financial statements as follows: Cash and investments: Governmental and business -type (Statement 1) $32,663,984 Fiduciary (Statement 9) 1,426,193 Cash with escrow agent (Statement 1) 3,670,439 Total 57 $37,760,616 1,730,793 10,686,530 - 2,486,795 664,017 998,295 - 984,244 - $16,886,657 $664,017 $30,395,214 7,364,767 635 $37,760,616 Classifications above are by maturity date. Some investments listed above have call dates that occur in less than one year. These amounts are presented in the financial statements as follows: Cash and investments: Governmental and business -type (Statement 1) $32,663,984 Fiduciary (Statement 9) 1,426,193 Cash with escrow agent (Statement 1) 3,670,439 Total 57 $37,760,616 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 C. INVESTMENT RISKS Custodial credit risk — investments — For investments in securities, custodial credit risk is the risk that in the event of failure of the counterparty to a transaction, the City will not be able to recover the value of its investment securities that are in the possession of an outside party. Investments in investment pools and money markets are not evidenced by securities that exist in physical or book entry form, and therefore are not subject to custodial credit risk disclosures. The City's investment policy requires the City's security broker /dealers to provide its audited financial statements, proof of NASD certification, proof of state registration, and certification of having read, understood and agreed to comply with the City's investment policy. Investments in securities are held by the City's broker - dealer of which $2,000,000 is insured through SIPC. Each broker -dealer has provided additional protection by providing additional insurance. This insurance is subject to aggregate limits applied to all of the broker - dealer's accounts. Interest rate risk — Interest rate risk is the risk that changes in interest rates of debt investments could adversely affect the fair value of an investment. The City's investment policy requires the City to diversify its investment portfolio to eliminate the risk of loss resulting from over concentration of assets in a specific maturity. The policy also states the City's investment portfolio will remain sufficiently liquid to enable the City to meet all operating requirements which might be reasonable, i.e., not investing in maturities longer than seven years. Credit Risk — Credit risk is the risk that an issuer or other counterparty to an investment will be unable to fulfill its obligation to the holder of the investment. State law limits investments to commercial paper to those rated in the highest quality category by at least two nationally recognized rating agencies; in any security of the State of Minnesota or any of its municipalities which is rated "A" or better by a national bond rating service for general obligation and rated "AA" or better for a revenue obligation; a general obligation of the Minnesota Housing Finance Agency to those rated "A" or better by a national bond rating agency; mutual funds or money market funds whose investments are restricted to securities described in MS 118A.04. The City's investment policy does not place further restrictions on investment options. The City's external investment pool is with the 4M fund which is regulated by Minnesota Statutes and the Board of Directors of the League of Minnesota Cities. The 4M fund is an unrated 20 -like pool and the fair value of the position in the pool is the same as the value of pool shares. Concentration of credit risk — Concentration of credit risk is the risk of loss that may be attributed to the magnitude of a government's investment in a single issuer. The City's investment policy states investments shall be diversified by limiting investments to avoid over concentration in securities from a specific issuer or business sector (excluding U.S. Treasury securities). Investments in a single issuer exceeding 5% of the City's overall cash and investment portfolio (excluding cash with escrow agent) are in various holdings as follows: Federal Home Loan Bank notes 8% 58 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Note 3 RECEIVABLES Significant receivable balances not expected to be collected within one year of December 31, 2013 are as follows: CONTRACT FOR DEED RECEIVABLE During 2012, the City sold its old public works building for $1,475,000. The City received $30,000 at the time of closing, and entered into an agreement to collect the remaining amount due, plus 5% interest, in monthly payments through July 2017 as follows: Year Ending December 31, 2014 2015 2016 2017 Principal $45,600 39,492 29,373 1,258,203 Total $1,372,668 59 Contract Interfund Delinquent Special for Deed Loan Property Assessments Receivable Receivable Taxes Receivable Total Major Funds: General $ - $ - $23,032 $32 $23,064 2009A G.O. Refunding - - - 879,043 879,043 Revolving Assessment Fund - - - 1,540,339 1,540,339 Water - 457,057 - 41,508 498,565 Sewer - - - 13,403 13,403 Nonmajor Funds 1,327,068 - - 595,542 1,922,610 $1,327,068 $457,057 $23,032 $3,069,867 $4,877,024 CONTRACT FOR DEED RECEIVABLE During 2012, the City sold its old public works building for $1,475,000. The City received $30,000 at the time of closing, and entered into an agreement to collect the remaining amount due, plus 5% interest, in monthly payments through July 2017 as follows: Year Ending December 31, 2014 2015 2016 2017 Principal $45,600 39,492 29,373 1,258,203 Total $1,372,668 59 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Note 4 UNAVAILABLE REVENUE Governmental funds report deferred inflows of resources in connection with receivables of revenues that are notconsidered to be available to liquidate liabilities of the current period. At December 31, 2013, the various components of unavailable revenue were as follows: Major Funds 2009A Note 5 CAPITAL ASSETS Capital asset activity for the year ended December 31, 2013 was as follows: Primary Government Governmental activities: Capital assets not being depreciated: Land Construction in progress Permanent easements Total capital assets not being depreciated Capital assets being depreciated: Buildings and structures Machinery and equipment Temporary easements Other improvements Infrastructure Total capital assets being depreciated Less accumulated depreciation for: Buildings and structures Machinery and equipment Temporary easements Other improvements Infrastructure Total accumulated depreciation Beginning Ending Balance Increase Decrease Balance $19,631,489 $161,300 G.O. Revolving 1,698,800 (2,240,562) 1,961,177 539,918 General Refunding Assessment Nonmajor (2,240,562) 22,676,636 5,800,369 Fund Bonds Fund Funds Total Delinquent property taxes receivable $76,946 $ - $ - $ - $76,946 Special assessments not yet due 1,296 884,836 1,859,642 705,719 3,451,493 Other 4,998 - - 591 5,589 Total unavailable revenue $83,240 $884,836 $1,859,642 $706,310 $3,534,028 Note 5 CAPITAL ASSETS Capital asset activity for the year ended December 31, 2013 was as follows: Primary Government Governmental activities: Capital assets not being depreciated: Land Construction in progress Permanent easements Total capital assets not being depreciated Capital assets being depreciated: Buildings and structures Machinery and equipment Temporary easements Other improvements Infrastructure Total capital assets being depreciated Less accumulated depreciation for: Buildings and structures Machinery and equipment Temporary easements Other improvements Infrastructure Total accumulated depreciation Beginning Ending Balance Increase Decrease Balance $19,631,489 $161,300 $ - $19,792,789 2,502,939 1,698,800 (2,240,562) 1,961,177 539,918 382,752 922,670 22,674,346 2,242,852 (2,240,562) 22,676,636 22,832,191 26,568 - 22,858,759 8,022,468 496,881 (210,462) 8,308,887 22,782 931 (10,782) 12,931 5,800,369 880,366 6,680,735 109,461,432 3,378,906 (176,092) 112,664,246 146,139,242 4,783,652 (397,336) 150,525,558 5,590,393 558,871 6,149,264 5,443,433 455,745 (177,823) 5,721,355 5,406 11,393 (10,782) 6,017 2,422,773 246,553 2,669,326 68,263,019 3,763,115 (175,212) 71,850,922 81,725,024 5,035,677 (363,817) 86,396,884 Governmental activities capital assets - net $87,088,564 $1,990,827 ($2,274,081) $86,805,310 60 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Primary Government Business -type activities: Capital assets not being depreciated: Land Construction in progress Permanent easements Total capital assets not being depreciated Capital assets being depreciated: Buildings and structures Machinery and equipment Temporary easements Other improvements Total capital assets being depreciated Less accumulated depreciation for: Buildings and structures Machinery and equipment Temporary easements Other improvements Total accumulated depreciation Business -type activities capital assets - net Total capital assets - net Beginning Ending Balance Increase Decrease Balance $1,997,435 $75,200 $ - $2,072,635 2,984,240 898,921 (1,184,345) 2,698,816 398,564 436,919 - 835,483 5,380,239 1,411,040 (1,184,345) 5,606,934 12,445,429 - - 12,445,429 2,582,579 160,083 (1,322,965) 1,419,697 34,728 - - 34,728 100,130,331 1,607,048 (125,447) 101,611,932 115,193,067 1,767,131 (1,448,412) 115,511,786 1,245,245 248,918 - 1,494,163 1,546,818 81,573 (704,219) 924,172 17,412 17,316 - 34,728 51,826,479 2,891,335 (125,447) 54,592,367 54,635,954 3,239,142 (829,666) 57,045,430 65,937,352 (60,971) (1,803,091) 64,073,290 $153,025,916 $1,929,856 ($4,077,172) $150,878,600 Depreciation expense was charged to functions /programs of the City as follows: Governmental activities: General government Public safety Public works Parks and recreation Total depreciation expense - governmental activities Business -type activities: Water Sewer Surface water management Total depreciation expense - business -type activities 61 $355,341 143,439 3,609,094 927,803 $5,035,677 $1,501,454 936,293 801,395 $3,239,142 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Note 6 CITY INDEBTEDNESS The City issues general obligation bonds, to provide funds for the acquisition and construction of major capital facilities. The reporting entity's long -term debt is segregated between the amounts to be repaid from governmental activities and amounts to be repaid from business -type activities. GOVERNMENTAL ACTIVITIES As of December 31, 2013, the governmental activities long -term debt of the City consisted of the following: Final Issue Maturity Date Date General Long -Term Debt: General Obligation Bonds: G.O. Capital Improvement Plan Bonds, Series 2008A 11/18/08 2/01/30 G.O. Library Refunding Bonds, 2010A 1/27/10 2/01/22 Total general obligation bonds Tax Increment Bonds: G.O. Tax Increment Refunding Bonds, Series 2004C General Obligation Improvement Bonds: G.O. Improvement Refunding Bonds, Series 2009A Compensated absences payable Total City indebtedness - governmental activities BUSINESS -TYPE ACTIVITIES Authorized Interest And Outstanding Rate Issued 12/31/13 4.00% - 4.60% $7,550,000 $6,780,000 2.00% - 3.10% 3,660,000 3,375,000 11,210,000 10,155,000 8/10/04 2/01/21 3.00% -6.00% 1,170,000 705,000 6/03/09 2/01/17 3% 6,020,000 5,220,000 N/A 794,233 $18,400,000 $16,874,233 As of December 31, 2013, the business -type activities long -term debt of the City consisted of the following: Compensated absences payable Total City indebtedness - business -type activities 62 Authorized And Outstanding Issued 12/31/13 $7,930,000 $5,505,000 Final 5,700,000 3,720,000 3,720,000 Issue Maturity Interest 154,287 Date Date Rate G.O. Revenue Bonds: Water Revenue Bonds, Series 2004B 8/10/2004 2/1/2025 4.00% - 4.50% Water Revenue Bonds, Series 2011A 10/6/2011 2/1/2022 0.30% - 2.15% Water Revenue Refunding Bonds, Series 2011B 10/6/2011 2/1/2025 2.00% - 3.00% Water and Sewer Revenue Bonds, Series 2012A 11/15/2012 2/1/2023 1.00% -1.55% Bond premium Total G.O. revenue bonds Compensated absences payable Total City indebtedness - business -type activities 62 Authorized And Outstanding Issued 12/31/13 $7,930,000 $5,505,000 5,920,000 5,700,000 3,720,000 3,720,000 1,245,000 1,245,000 182,339 154,287 18,997,339 16,324,287 N/A 161,004 $18,997,339 $16,485,291 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 GOVERNMENTAL ACTIVITIES Annual debt service requirements to maturity for the governmental activities long -term debt are as follows: It is not practicable to determine the specific year for payment of long -term accrued compensated absences The City has issued General Improvement Bonds to provide funds for various construction projects. In case of a default by property owners, the City can place a lien on the property in order to recover the default. 63 General Obligation Bonds G.O. Improvement Bonds G.O. Tax Increment Bonds Year Ending Governmental Activities Governmental Activities Governmental Activities December 31, Principal Interest Principal Interest Principal Interest 2014 $605,000 $375,173 $3,515,000 $103,875 $70,000 $37,775 2015 625,000 356,848 550,000 42,900 75,000 34,005 2016 640,000 337,111 565,000 26,175 80,000 29,895 2017 670,000 315,298 590,000 8,850 85,000 25,440 2018 695,000 291,648 - - 90,000 20,580 2019 725,000 266,964 - - 95,000 15,308 2020 755,000 241,053 - - 100,000 9,600 2021 780,000 213,948 - - 110,000 3,300 2022 815,000 185,370 - - - - 2023 405,000 162,014 - - - - 2024 425,000 144,270 - - - - 2025 445,000 125,454 - - - - 2026 465,000 105,545 - - - - 2027 490,000 84,413 - - - - 2028 510,000 62,035 - - - - 2029 540,000 38,275 - - - - 2030 565,000 12,995 - - - - Total $10,155,000 $3,318,414 $5,220,000 $181,800 $705,000 $175,903 It is not practicable to determine the specific year for payment of long -term accrued compensated absences The City has issued General Improvement Bonds to provide funds for various construction projects. In case of a default by property owners, the City can place a lien on the property in order to recover the default. 63 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 BUSINESS -TYPE ACTIVITIES Annual debt service requirements to maturity for the business -type long -term debt are as follows: G.O. Revenue Bonds Year Ending Business -Type Activities December 31, Principal Interest 2014 $4,690,000 $419,419 2015 1,145,000 243,303 2016 1,190,000 222,281 2017 1,215,000 198,140 2018 1,255,000 171,048 2019 1,290,000 145,828 2020 1,310,000 120,679 2021 1,355,000 90,821 2022 920,000 63,634 2023 670,000 42,971 2024 555,000 25,575 2025 575,000 8,625 Total $16,170,000 $1,752,324 It is not practicable to detennine the specific year for payment of long -term accrued compensated absences. 64 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 CHANGE IN LONG -TERM LIABILITIES Long -term liability activity for the year ended December 31, 2013 was as follows: Governmental activities: Bonds payable: General obligation bonds G.O. improvement bonds G.O. tax increment bonds Total bonds payable Compensated absences Total governmental activity long -term liabilities Business -type activities: G.O. revenue bonds Bond premium Compensated absences Total business -type activity long -term liabilities Beginning Balance Additions Ending Due Within Deletions Balance One Year $10,705,000 $ - ($550,000) $10,155,000 $605,000 6,190,000 - (970,000) 5,220,000 3,515,000 775,000 - (70,000) 705,000 70,000 17,670,000 - (1,590,000) 16,080,000 4,190,000 830,144 567,042 (602,953) 794,233 54,836 $18,500,144 $567,042 ($2,192,953) $16,874,233 $4,244,836 $20,410,000 $ - ($4,240,000) $16,170,000 $4,690,000 168,313 - (14,026) 154,287 14,026 137,856 121,861 (98,713) 161,004 11,116 $20,716,169 $121,861 ($4,352,739) $16,485,291 $4,715,142 For the governmental activities, compensated absences are generally liquidated by the General and Special Revenue Funds. All long -term bonded indebtedness outstanding at December 31, 2013 is backed by the full faith and credit of the City, including special assessment, tax increment and water revenue bond issues. Delinquent assessments receivable at December 31, 2013 totaled $2,221. General Obligation Revenue Bonds are serviced by the Sewer and Water Enterprise Funds and are carried as debt of those funds. Other bonds are supported by various Debt Service Funds. All bonds are backed by the full faith, credit, and taxing power of the City. CROSSOVER REFUNDINGS Series 2011B Bonds On October 6, 2011, the City issued $3,720,000 in General Obligation Water Revenue Bonds, Series 2011B with an average interest rate of 2.90% to advance refund $3,575,000 of outstanding 2004B Series Bonds with an average interest rate of 4.22 %. The net proceeds were used to purchase U.S. government securities in the amount of $3,843,718. Those securities were deposited in an irrevocable trust with an escrow agent to provide for the interest on the refunding bonds through the crossover date of August 1, 2014 and called principal on the refunded bonds (2019 through 2025 maturities) on August 1, 2014. The City advance refunded the 2019 through 2025 maturities of the 2004B General Obligation Water Revenue Bonds to reduce its total debt service payments during the years 2012 through 2025 by $259,863 and to obtain 65 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 an economic gain (difference between the present value of the debt service payments on the old and new debt) of $223,262. The City is responsible for the debt service of the refunded bonds through February 1, 2018 and the debt service of the refunding bonds beginning February 1, 2015. The debt service of the refunding bonds due prior to February 1, 2015 is payable from the escrow account. Assets held with the escrow agent total $3,670,439 at December 31, 2013. The financial statements present each bond issue and the escrow account assets pursuant to GASB No. 7. The effect on the financial statements is to report greater debt than, in substance, the City will be responsible for paying. The refunding portion of the 2011B bonds are crossover refunding bonds whereby the City and the escrow agent are responsible for debt service payments as follows: 66 Debt Service Commitment Year Ending Refunded Refunding Escrow December 31, Bonds Total Bonds Total Account City 2014 $4,158,854 $106,000 $3,681,000 $583,854 2015 426,840 106,000 - 532,840 2016 426,740 135,700 - 562,440 2017 425,840 135,100 - 560,940 2018 428,820 134,500 - 563,320 2019 - 569,500 - 569,500 2020 - 567,600 - 567,600 2021 - 572,900 - 572,900 2022 - 572,675 - 572,675 2023 - 576,925 - 576,925 2024 - 580,575 - 580,575 2025 - 583,625 - 583,625 Total $5,867,094 $4,641,100 $3,681,000 $6,827,194 66 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 REVENUE PLEDGED Future revenue pledged for the payment of long -term debt is as follows: Note 7 DEFERRED AD VALOREM TAX LEVIES - BONDED DEBT General obligation bond issues sold by the City are financed by ad valorem tax levies. Special assessment bond issues sold by the City are partially financed by ad valorem tax levies in addition to special assessments levied against the benefiting properties. When a bond issue to be financed partially or completely by ad valorem tax levies is sold, specific annual amounts of such tax levies are stated in the bond resolution and the County Auditor is notified and instructed to levy these taxes over the appropriate years. The future tax levies are subject to cancellation when and if the City has provided alternative sources of financing. The City Council is required to levy any additional taxes found necessary for full payment of principal and interest. These future scheduled tax levies are not shown as assets in the accompanying financial statements at December 31, 2013. Future scheduled tax levies for all bonds outstanding at December 31, 2013 totaled $14,517,150. 67 Revenue Pled god Current Year Percent of Debt service Remaining Principal Pledged Use of Total as a % of Term of Principal and Interest Revenue Bond Issue Proceeds Type Debt Service net revenues Pled a and Interest Paid Received 2008A CIF bonds Public Works Facility construction Property taxes 100% n/a 2009 -2029 $9,626,421 $561,167 $593,200 2010A Library Refunding bonds Library oonstmction Property taxes 100% ri a 2012-2021 $3,846,993 $381,955 $445,310 - refunded the 2002A Library bonds 2004C TIF Refunding bonds Doemtovm Redevelopment Project Tax increment 100% n1a 2004 -2021 $880,903 $111,345 $111,345 2009A Improvement Refunding bonds Infrastructure improvements Special assessments 68% nia 2009 -2017 $5,401,800 $359,600 $2,724,645 - refunded the 2005A & 2006A bonds Property taxes 32 100% 2011A Water Revenue bonds Water infrastructure improvements Water usage charges 10.4 % 2012-2021 $6,089,687 $292,470 $2,818,082 - refunded the 2005B bonds 2011B Water Revenue bonds Water infrastructure improvements Water usage charges 100% 3.R% 2012 -2024 $4,641,100 $106,000 $2,818,082 - refunded the 2005B bonds 2012A Water &Seaver Revenue Purchase ofineter reading equipment Water and sewer 100% 0.2% 2013 -2022 $1,324,443 $10,162 $5,174,138 Bonds usage charges Note 7 DEFERRED AD VALOREM TAX LEVIES - BONDED DEBT General obligation bond issues sold by the City are financed by ad valorem tax levies. Special assessment bond issues sold by the City are partially financed by ad valorem tax levies in addition to special assessments levied against the benefiting properties. When a bond issue to be financed partially or completely by ad valorem tax levies is sold, specific annual amounts of such tax levies are stated in the bond resolution and the County Auditor is notified and instructed to levy these taxes over the appropriate years. The future tax levies are subject to cancellation when and if the City has provided alternative sources of financing. The City Council is required to levy any additional taxes found necessary for full payment of principal and interest. These future scheduled tax levies are not shown as assets in the accompanying financial statements at December 31, 2013. Future scheduled tax levies for all bonds outstanding at December 31, 2013 totaled $14,517,150. 67 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Note 8 PENSION PLANS A. PUBLIC EMPLOYEES RETIREMENT ASSOCIATION (PERA) PLAN DESCRIPTION All full -time and certain part-time employees of the City are covered by defined benefit plans administered by the Public Employees Retirement Association of Minnesota (PERA). PERA administers the General Employees Retirement Fund (GERF) and the Public Employees Police and Fire Fund (PEPFF) which are cost - sharing, multiple - employer retirement plans. These plans are established and administered in accordance with Minnesota Statute, Chapters 353 and 356. GERF members belong to either the Coordinated Plan or the Basic Plan. Coordinated Plan members are covered by Social Security and Basic Plan members are not. All new members must participate in the Coordinated Plan. All police officers, firefighters and peace officers who qualify for membership by statute are covered by the PEPFF. PERA provides retirement benefits as well as disability benefits to members, and benefits to survivors upon death of eligible members. Benefits are established by State Statute, and vest after three years of credited service. The defined retirement benefits are based on a member's highest average salary for any five successive years of allowable service, age, and years of credit at termination of service. The benefit provisions stated in the previous paragraphs of this section are current provisions and apply to active plan participants. Vested, terminated employees who are entitled to benefits but are not receiving them yet are bound by the provisions in effect at the time they last terminated their public service. PERA issues a publicly available financial report that includes financial statements and required supplementary information for GERF and PEPFF. That report may be obtained on the intemet at www.mnpera.org, by writing to PERA, 60 Empire Drive #200, St. Paul, Minnesota, 55103 -2088 or by calling 651- 296 -7460 or 1- 800 - 652 -9026. B. FUNDING POLICY Minnesota Statutes Chapter 353 sets the rates for employer and employee contributions. These statutes are established and amended by the state legislature. The City makes annual contributions to the pension plans equal to the amount required by state statutes. GERF Basic Plan members and Coordinated Plan members were required to contribute 9.10% and 6.25 %, respectively, of their annual covered salary in 2013. PEPFF members were required to contribute 9.6% of their annual covered salary in 2013. The City was required to contribute the following percentages of annual covered payroll in 2013: 11.78% for Basic Plan GERF members, 7.25% for Coordinated Plan members, and 14.4% for PEPFF members. The City's contributions to the General Employees Retirement Fund for the years ending December 31, 2013, 2012 and 2011 were $327,268, $318,411 and $318,398, respectively. The City's contributions to the Public Employees Police and Fire Fund for the years ending December 31, 2013, 2012 and 2011 were $17,883, $18,444 and $18,058, respectively. The City's contributions were equal to the contractually required contributions for each year as set by state statute. 68 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 C. CHANHASSEN FIRE RELIEF ASSOCIATION PLAN DESCRIPTION The volunteer firefighters of the City are members of the Chanhassen Fire Department Relief Association. The Chanhassen Fire Department Relief Association is the administrator of a single employer defined benefit Public Employee Retirement System (PERS) established to provide benefits for members of the Chanhassen Fire Department. Plan provisions are established and may be amended by the Relief Association's Board of Trustees within the guidelines of the State of Minnesota statutes. The Relief Association provides retirement and disability benefits to members, and benefits to survivors upon death of eligible members. All benefit provisions, and the obligation to make contributions, are established and administered in accordance with Minnesota Statutes. The Relief Association issues a publicly available financial report that includes financial statements and required supplementary information. That report may be obtained by writing to Chanhassen Fire Department Relief Association, P.O. Box 97, Chanhassen, MN 55317 69 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 FUNDING POLICY Minnesota Statutes Chapter 69.772 specifies minimum support rates required on an annual basis. The minimum support rates from the municipality and from State aid are determined as the amount required to meet the normal cost plus amortizing any existing prior service costs over a ten -year period. The significant actuarial assumptions used to compute the municipal support are the same as those used to compute the accrued pension liability. The Relief Association is comprised of volunteers; therefore, members have no contribution requirements. During the year, the City recognized as revenue and as an expenditure an on- behalf payment of $159,506 made by the State of Minnesota for the Relief Association. The City's annual pension cost for the current year and related information for the plan is as follows: Annual pension cost $167,163 Contributions made: City 7,657 State aid 159,506 Actuarial valuation date 12/31/13 Actuarial cost method Entry age normal Amortization method Level dollar open Remaining amortization period: Normal cost 20 years Prior service cost 10 years Asset valuation method Market Actuarial assumptions: Cost (APC) Investment rate of return 5% Projected salary increases N/A Includes inflation at N/A Cost of living adjustments None THREE YEAR TREND INFORMATION VIII Annual Percentage Net Year Pension of APC Pension Ending Cost (APC) Contributed Obligation 12/31/2011 $161,302 100% $ - 12/31/2012 161,202 100% - 12/31/2013 167,163 100% - VIII CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 REQUIRED SUPPLEMENTARY INFORMATION Actuarial Actuarial Valuation Value of Date Assets Assets in Excess of/ Actuarial (Unfunded) Accrued Accrued Liability Liability Pension Benefit Funded Per Year Ratio of Service 12/31/2011 $2,194,668 $2,825,000 ($630,332) 77.7% $5,050 12/31/2012 2,393,673 2,980,865 ($587,192) 80.3% 5,050 12/31/2013 2,551,904 2,803,000 ($251,096) 91.0% 5,050 The Association is comprised of volunteers; therefore, there are no payroll expenditures (i.e., there are no covered payroll amounts or percentage calculations). Note 9 OTHER POST - EMPLOYMENT BENEFITS A. PLAN DESCRIPTION In addition to providing the pension benefits described in Note 8, the City provides post - employment health care benefits (as defined in paragraph B) for retired employees through a single - employer defined benefit plan. The City's OPEB plan is administered by the City. The authority to provide these benefits is established in Minnesota Statutes Sections 471.61 Subd. 2a, and 299A.465. The benefits, benefit levels, employee contributions and employer contributions are governed by the City and can be amended by the City through its personnel manual and collective bargaining agreements with employee groups. The Plan is not accounted for as a trust fund, as an irrevocable trust has not been established to account for the plan. The Plan does not issue a separate report. B. BENEFITS PROVIDED Retirees The City is required by State Statute to allow retirees to continue participation in the City's group health insurance plan if the individual terminates service with the City through service retirement or disability retirement. Employees who satisfy the rule of 80 or attain age 55 and have completed 10 years of service at termination can immediately commence medical benefits. Retirees may obtain dependent coverage while the participating retiree is under age 65. Covered spouses may continue coverage after the retiree's death. The surviving spouse of an active employee may continue coverage in the group health insurance plan after the employee's death. 71 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 All health care coverage is provided through the City's group health insurance plans. The retiree is required to pay 100% of their premium cost for the City- sponsored group health insurance plan in which they participate. The premium is a blended rate determined on the entire active and retiree population. Since the projected claims costs for retirees exceed the blended premium paid by retirees, the retirees are receiving an implicit rate subsidy (benefit). The coverage levels are the same as those afforded to active employees. Upon a retiree reaching age 65 years of age, Medicare becomes the primary insurer and the City's plan becomes secondary. C. PARTICIPANTS As of the actuarial valuation dated December 2011, participants consisted of: Retirees and beneficiaries currently purchasing health insurance through the City Active employees Total 63 65 Participating employers 1 D. FUNDING POLICY The additional cost of using a blended rate for actives and retirees is currently funded on a pay- as -you- go basis. The City Council may change the funding policy at any time. 72 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 E. ANNUAL OPEB COSTS AND NET OPEB OBLIGATION The City's annual other post employment benefit (OPEB) cost is calculated based on the annual required contribution (ARC) of the employer, an amount actuarially determined in accordance with the parameters of GASB Statement No. 45. The ARC represents a level of funding that, if paid on an ongoing basis, is projected to cover normal cost each year and amortize any unfunded actuarial liabilities (or funding excess) over a period not to exceed 30 years. The net OPEB obligation as of December 31, 2013, was calculated as follows: Annual required contribution (ARC) $9,383 Interest on net OPEB obligation 311 Adjustment to ARC (686) Annual OPEB cost 9,008 Contributions made during the year (4,756) Increase (decrease) in net OPEB obligation 4,252 Net OPEB obligation - beginning of year 15,536 Net OPEB obligation - end of year $19,788 For governmental activities, the net OPEB obligation is generally liquidated by the General Fund. The City's annual OPEB cost, the percentage of annual OPEB cost contributed to the plan and the net OPEB obligation for the previous three years was as follows: Fiscal Year Ended December 31, 2011 December 31, 2012 December 31, 2013 Percentage of Annual OPEB Employer Annual OPEB Cost Cost Contributions Contributed Net OPEB Obligation $9,208 $4,748 51.6% $11,668 9,100 5,232 57.5% 15,536 9,008 4,756 52.8% 19,788 73 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 F. FUNDED STATUS AND FUNDING PROGRESS The City currently has no assets that have been irrevocably deposited in a trust for future health benefits, therefore, the actuarial value of assets is zero. The funded status of the plan was as follows: *Using the projected unit credit actuarial pay cost method. G. ACTUARIAL METHODS AND ASSUMPTIONS Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, mortality and the health care cost trend. Amounts determined regarding the funded status of the plan and the annual required contributions (ARC) of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. The schedule of funding progress, presented as required supplementary information following the notes to financial statements, presents multi -year trend information that shows whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liabilities for benefits. Projections of benefits for financial reporting purposes are based on the substantive plan (the plan as understood by the employer and plan members) and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the employer and plan members to that point. The actuarial methods and assumptions used include techniques that are designed to reduce the effect of short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long -term perspective of the calculations. In the January 1, 2011 actuarial valuation, the projected unit credit actuarial cost method was used. The actuarial assumptions included a 2.0% investment rate of return (net of administrative expenses) and an annual health care cost trend rate of 0% in 2011, 2.62% in 2012, 12% in 2013 and 5% in 2014 and beyond. These rates include a 3% inflation rate. The actuarial value of assets was $0. The plan's unfunded actuarial accrued liability is being amortized using the level percentage of projected payroll method over 30 years on a closed basis. The remaining amortization period at December 31, 2013 was 24 years. 74 Unfunded Actuarial Actuarial UAAL as a Actuarial Actuarial Accrued Accrued Funded Covered Percentage of Valuation Value of Assets Liability (AAL)* Liability (UAAL) Ratio Payroll Covered Payroll Date (a) (b) (b -a) (a/b) (c) ( (b -a) / c) January 1, 2011 $0 $89,875 $89,875 0.0% $4,299,466 2.1% *Using the projected unit credit actuarial pay cost method. G. ACTUARIAL METHODS AND ASSUMPTIONS Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, mortality and the health care cost trend. Amounts determined regarding the funded status of the plan and the annual required contributions (ARC) of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. The schedule of funding progress, presented as required supplementary information following the notes to financial statements, presents multi -year trend information that shows whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liabilities for benefits. Projections of benefits for financial reporting purposes are based on the substantive plan (the plan as understood by the employer and plan members) and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the employer and plan members to that point. The actuarial methods and assumptions used include techniques that are designed to reduce the effect of short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long -term perspective of the calculations. In the January 1, 2011 actuarial valuation, the projected unit credit actuarial cost method was used. The actuarial assumptions included a 2.0% investment rate of return (net of administrative expenses) and an annual health care cost trend rate of 0% in 2011, 2.62% in 2012, 12% in 2013 and 5% in 2014 and beyond. These rates include a 3% inflation rate. The actuarial value of assets was $0. The plan's unfunded actuarial accrued liability is being amortized using the level percentage of projected payroll method over 30 years on a closed basis. The remaining amortization period at December 31, 2013 was 24 years. 74 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Note 10 INTERFUND LOAN RECEIVABLE /PAYABLE AND TRANSFERS Amounts reported as interfund receivable /payable at December 31, 2013 are as follows: Fund Transit Station Assessment Fund Water Fund Total Receivable Payable $559,515 559,515 $559,515 $559,515 During 2010, the City adopted resolution 2010 -16A authorizing an interfund loan for advance of certain costs in connection with the Transit Station Public Improvement Project. The Transit Station Assessment Fund borrowed $729,253 from the Water Fund. Repayments, including interest, will be made as funds become available. There were $87,341 of repayments in 2013 and $102,458 is expected to be repaid in 2014. Interfund transfers: General Fund Revolving Assessment Fund TH101 Imp. - Lyman to Pioneer Nonmajor government funds Water Fund Sewer Fund Surface Water Management Fund Total Transfers Transfers In out-, - $617,919 1,732,707 108,713 463,856 - 627,734 1,252,942 43,988 502,586 - 195,597 - 190,528 $2,868,285 $2,868,285 Interfund transfers allow the City to allocate financial resources to the funds that receive benefit from services provided by another fund. All of the City's interfund transfers fall under that category. All of the 2013 transfers are considered routine and consistent with previous practices. Note 11 CONDUIT DEBT From time to time, the City has issued conduit debt to provide financial assistance to private- sector entities for the acquisition and construction of facilities deemed to be in the public interest. The bonds are secured by the property financed and are payable solely from payments received on the underlying mortgage loans. Upon repayment of the bonds, ownership of the acquired facilities transfers to the private- sector entity served by the bond issuance. Neither the City, the State, nor any political subdivision thereof is obligated in any manner for the repayment of the bonds. Accordingly, the bonds are not reported as liabilities in the accompanying financial statements. 75 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 As of December 31, 2013, the outstanding conduit debt is as follows: Project Name Chapel Hill Academy, Series 2005A St. Hubert Catholic Community, Series 2007 Note 12 DEFICIT FUND BALANCES Bonds Original 12/31/13 Maturity Issued Principal Principal Date 12/05 $1,337,700 $665,530 2019 10/07 5,942,140 3,777,485 2027 The City has a deficit fund balance of $559,515 in the Transit Station Assessment Capital Project Fund at December 31, 2013. The deficit will be eliminated through special assessment collections. Note 13 COMMITMENTS AND CONTINGENCIES A. RISK MANAGEMENT The City is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters. The City continues to carry commercial insurance for risks of loss, including workers compensation, property and general liability and employee health and accident insurance. There were no significant reductions in insurance from the previous year or settlements in excess of insurance coverage for any of the past three fiscal years. B. LITIGATION Any existing and pending lawsuits, claims and other actions in which the City is a defendant are either covered by insurance; of an immaterial amount; or, in the judgment of the City's management, are remotely recoverable by plaintiffs. C. WESTERN AREA FIRE TRAINING ACADEMY A potential claim may be asserted against the City arising out of its membership in the Western Area Fire Training Academy ( WAFTA). WAFTA is a joint powers entity consisting of 11 member cities that was formed in 1974 to purchase property to be used and operated as a fire training facility. In the late 1980's, WAFTA became aware that the site was contaminated. Since that time, WAFTA has been working with the Minnesota Pollution Control Agency (MPCA) and other responsible parties to address the contamination issues on the site. At this time, the City's share of the potential cost to remediate the site cannot be determined, nor has a claim been asserted against WAFTA or the City. Based on recent studies of the site, it is Management's belief that the amount of any potential claim is not material to the financial statements. 76 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 D. FEDERAL AND STATE FUNDS The City receives financial assistance from federal and state governmental agencies in the form of grants. The disbursement of funds received under these programs generally requires compliance with the terms and conditions specified in the grant agreements and is subject to audit by the grantor agencies. Any disallowed claims resulting from such audits could become a liability of the applicable fund. However, in the opinion of management, any such disallowed claims will not have a material effect on any of the financial statements of the individual fund types included herein or on the overall financial position of the City at December 31, 2013. E. TAX INCREMENT DISTRICTS The City's tax increment districts are subject to review by the State of Minnesota Office of the State Auditor (OSA). Any disallowed claims or misuse of tax increments could become a liability of the applicable fund. Management has indicated that they are not aware of any instances of noncompliance which would have a material effect on the financial statements. As of December 31, 2013, the City had two outstanding tax increment pay -as- you -go revenue notes. These notes are not a general obligation of the City and are payable solely from tax increments. Accordingly, these notes are not reflected in the financial statements of the City. Details of the pay -as- you-go revenue notes are as follows: Taxable Tax Increment Revenue Note, Series 2006A (Gatewa Pte) — issued in 2006 in the principal sum of $300,000 with an interest rate of 0% per annum. Semi - annual principal payments shall be paid commencing August 1, 2009 and continuing through February 1, 2016. Payments are payable solely from available tax increment, which term means 90% of the tax increment that is received by the City in the six month period immediately before each payment date through February 1, 2014 and 65% from August 1, 2015 through February 1, 2016. The City shall have no obligation to pay unpaid balance that may remain after the final payment on February 1, 2016. At December 31, 2013 the principal amount outstanding on the note was $225,591. Limited Revenue Tax Increment Note (North Bay) — issued in 1999 in the principal sum of $400,000, plus interest on the unpaid principal at the rate of 9% per annum. Payments are payable solely from available tax increment, which term means any tax increment generated by the minimum improvements in the years 1999 through 2013, and received during the six month period preceding a payment date, after first deducting special assessments there from. $595,200 was retained by the City for special assessments. The City made its final note payment on February 1, 2014 in the amount of $37,819 and has no obligation to pay the remaining balance of principal or accrued interest. At December 31, 2013 the principal amount outstanding on the note was $228,755. F. COMMITTED CONTRACTS At December 31, 2013, the City had commitments of $2,724,345 for uncompleted construction contracts. 77 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Note 14 FUND BALANCE A. CLASSIFICATIONS Definitions of fund balance classifications are included in Note 1P. At December 31, 2013, a summary of the governmental fund balance classifications are as follows: 2009A G.O. Revolving Other General Refunding Assessment TH 101 Governmental Fund Bonds Fund Improvements Funds Total Nonspendable: Prepaid items $16,741 $ $ - $ - $ - $16,741 Contract for deed receivable - - - 1,327,068 1,327,068 Total nonspendable 16,741 0 0 0 1,327,068 1,343,809 Restricted for: Debt service - 4,493,193 - 1,459,634 5,952,827 Park improvements - - 1,714,972 1,714,972 Tax increment purposes - - 1,347,593 1,347,593 CATV - public education - - 128,693 128,693 Public safety - fire - - - 37,145 37,145 Total restricted 0 4,493,193 0 0 4,688,037 9,181,230 Assigned for: Capital improvements 2,167,054 491,377 2,802,879 5,461,310 Cable communications - - 129,385 129,385 Debt service reserve - - - 775,597 775,597 Total assigned 0 0 2,167,054 491,377 3,707,861 6,366,292 Unassigned 5,274,584 (559,515) 4,715,069 Total $5,291,325 $4,493,193 $2,167,054 $491,377 $9,163,451 $21,606,400 B. MINIMUM UNASSIGNED FUND BALANCE POLICY The City Council has formally adopted a policy regarding the minimum unassigned fund balance for the General Fund. The most significant revenue source of the General Fund is property taxes. This revenue source is received in two installments during the year — June and December. As such, it is the City's goal to begin each fiscal year with sufficient working capital to fund operations between each semi - annual receipt of property taxes. The City's fund balance policy states the year end General Fund balance shall be sufficient to cover 50% of the property taxes budgeted to be received during the following year. At December 31, 2013, the fund balance of the General Fund exceeded this level. 78 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2013 Note 15 LEASE REVENUE The City receives revenue from agreements for the lease of space above its water towers and on City property to communication companies. The space is used for antennas and other equipment necessary to provide radio communications. For accounting purposes, the leases are considered operating leases. Lease revenue for the year ended December 31, 2013 totaled $173,300. Terms of each lease outstanding at year end are as follows: Lessee Terms Sprint $22,802 per year with 3% annual increases Sprint $24,351 per year with 3% annual increases Verizon $2,068 per month Nextel West Corp. $1,825 per month T- Mobile $2,090 per month with 3% annual increases T- Mobile $2,029 per month with 3% annual increases StoneBridge Wireless 5% of gross revenues associated with equipment used on property Cingular /AT &T $1,970 per month with 3% annual increases Note 16 CHANGE IN ACCOUNTING PRINCIPLE Current Tenn 8/1/11 - 7/31/16 12/1/10 - 11/30/15 8/1/13 - 4/30/17 12/1/12 - 11/30/17 l l /l /10 - 10/31/15 8/1/11 - 7/31/16 4/1/06 - 12/31/14 8/1/12 - 7/31/17 For the year ended December 31, 2013, the City implemented GASB Statements No. 61 and 65. GASB Statement No. 61, The Financial Reporting Entity: Omnibus — An Amendment of GASB No. 14 and No. 34 modifies certain requirement for inclusion of component units in the financial reporting entity and also amends the criteria for reporting component units as if they were part of the primary government (i.e. blending). GASB Statement No. 65, Items Previously Reported as Assets and Liabilities resulted in accounts previously presented as liabilities being reclassified as deferred inflows or resources. Note 17 RECENTLY ISSUED ACCOUNTING STANDARDS The Governmental Accounting Standards Boards (GASB) recently approved the following statements which were not implemented for these financial statements, but may affect the City in future years: • Statement No. 67 Financial Reporting for Pension Plans — an amendment of GASB Statement No. 25. The provisions of this Statement are effective for periods beginning after June 15, 2013. • Statement No. 68 Financial Reporting for Pensions — an amendment of GASB Statement No. 27. The provisions of this Statement are effective for periods beginning after June 15, 2014. • Statement No. 69 Government Combinations and Disposal of Government Operations. The provisions of this Statement are effective for periods beginning after December 15, 2013. • Statement No. 70 Financial Reporting for Nonexchange Financial Guarantees. The provisions of this Statement are effective for financial statements for periods beginning after June 15, 2013. • Statement No. 71 Pension Transition Contributions Made Subsequent to Measurement Date — an amendment of GASB Statement No. 68. The provisions of this statement are effective for periods beginning after June 15, 2014. The effect these standards may have on future financial statements is not determinable at this time. 79 - This page intentionally left blank - 80 REQUIRED SUPPLEMENTARY INFORMATION 81 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 10 BUDGETARY COMPARISON SCHEDULE - GENERAL FUND Page 1 of 6 For The Year Ended December 31, 2013 With Comparative Actual Amounts For The Year Ended December 31, 2012 2013 2012 Budgeted Amounts Actual Variance with Actual Original Final Amounts Final Budget Amounts Revenues: General property taxes $7,426,700 $7,426,700 $7,457,293 $30,593 $7,423,821 Licenses and permits: Licenses - general government 5,000 5,000 3,600 (1,400) 3,900 Licenses - public safety 91,800 91,800 98,108 6,308 95,785 Permits - public safety 860,500 860,500 1,169,970 309,470 1,164,300 Permits - public works 33,000 33,000 46,427 13,427 46,295 Permits - community development 6,500 6,500 6,665 165 7,045 Total licenses and permits 996,800 996,800 1,324,770 327,970 1,317,325 Intergovernmental: State: PERA - public safety 20,000 20,000 19,589 (411) 19,700 State aid - fire - public safety 105,000 105,000 169,106 64,106 116,932 Other - general government 45,000 45,000 43,251 (1,749) 43,405 State aid - police - public safety 110,000 110,000 127,134 17,134 105,604 Total intergovernmental 280,000 280,000 359,080 79,080 285,641 Charges for services: General government 76,750 76,750 76,954 204 76,396 Public safety 8,000 8,000 7,492 (508) 5,094 Public works 52,900 52,900 91,052 38,152 71,813 Park and recreation 419,250 419,250 416,850 (2,400) 410,168 Community development 11,200 11,200 30,696 19,496 17,814 Total charges for services 568,100 568,100 623,044 54,944 581,285 Fines and forfeits: Public safety 131,500 131,500 99,984 (31,516) 119,997 Refunds and reimbursements: General government 1,700 1,700 6,915 5,215 3,060 Public safety 10,000 10,000 8,518 (1,482) 13,438 Public works 37,300 37,300 56,796 19,496 46,334 Park and recreation 1,000 1,000 10,630 9,630 3,539 Community development - - 222 222 205 Total refunds and reimbursements 50,000 50,000 83,081 33,081 66,576 Investment earnings 80,000 80,000 44,959 (35,041) 41,157 Net change in fair value of investments - - (50,077) (50,077) (12,009) Contributions and donations: General government 1,000 1,000 600 (400) 760 Public safety 1,000 1,000 320 (680) 450 Park and recreation 28,100 28,100 18,725 (9,375) 20,475 Total contributions and donations 30,100 30,100 19,645 (10,455) 21,685 Other: General government $179,500 $179,500 $180,299 $799 $171,000 Public safety 4,700 4,700 6,401 1,701 5,955 Total other 184,200 184,200 186,700 2,500 176,955 Total revenues 9,747,400 9,747,400 10,148,479 401,079 10,022,433 82 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 10 BUDGETARY COMPARISON SCHEDULE - GENERAL FUND Page 2 of 6 For The Year Ended December 31, 2013 With Comparative Actual Amounts For The Year Ended December 31, 2012 Expenditures: General government: Legislative: Current: Personal services Contractual services Total legislative Administrative office: Current: Personal services Materials and supplies Contractual services Total administrative office Finance: Current: Personal services Materials and supplies Contractual services Total finance Election: Current: Personal services Materials and supplies Contractual services Total election Legal: Current: Contractual services Property assessment: Current: Contractual services M.I.S.: Current: Personal services Materials and supplies Contractual services Total M.I.S. 2013 Budgeted Amounts Actual Variance with Original Final Amounts Final Budget 2012 Actual Amounts 32,300 32,300 32,703 (403) 32,004 69,800 69,800 89,495 (19,695) 74,763 102,100 102,100 122,198 (20,098) 106,767 429,800 429,800 436,645 (6,845) 400,234 - - 435 (435) 453 66,800 66,800 69,863 (3,063) 59,293 496,600 496,600 506,943 (10,343) 459,980 234,300 234,300 236,729 (2,429) 230,749 200 200 - 200 - 48,000 48,000 47,199 801 54,428 282,500 282,500 283,928 (1,428) 285,177 22,500 22,500 - 22,500 28,290 3,500 3,500 - 3,500 1,504 9,100 9,100 48 9,052 21,187 35,100 35,100 48 35,052 50,981 155,000 155,000 159,919 (4,919) 135,086 124,900 124,900 123,590 1,310 128,308 184,500 184,500 182,569 1,931 187,184 38,250 38,250 31,238 7,012 1,935 40,950 40,950 37,940 3,010 71,836 263,700 263,700 251,747 11,953 260,955 83 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 10 BUDGETARY COMPARISON SCHEDULE - GENERAL FUND Page 3 of 6 For The Year Ended December 31, 2013 With Comparative Actual Amounts For The Year Ended December 31, 2012 84 2013 2012 Budgeted Amounts Actual Variance with Actual Original Final Amounts Final Budget Amounts Expenditures: (continued) General government: (continued) City hall: Current: Personal services $74,300 $74,300 $72,544 $1,756 $70,803 Materials and supplies 42,600 $42,600 36,862 5,738 48,002 Contractual services 296,400 296,400 273,134 23,266 267,802 Total City hall 413,300 413,300 382,540 30,760 386,607 Library: Current: Materials and supplies 3,000 3,000 5,543 (2,543) 3,426 Contractual services 117,600 117,600 113,887 3,713 99,123 Total library 120,600 120,600 119,430 1,170 102,549 Total general government 1,993,800 1,993,800 1,950,343 43,457 1,916,410 Public safety: Police: Current: Personal services 68,200 68,200 68,415 (215) 66,683 Materials and supplies 3,000 3,000 2,378 622 3,726 Contractual services 1,520,000 1,520,000 1,508,489 11,511 1,398,350 Total police 1,591,200 1,591,200 1,579,282 11,918 1,468,759 Fire department: Current: Personal services 588,900 588,900 603,172 (14,272) 572,604 Materials and supplies 50,600 50,600 51,318 (718) 49,563 Contractual services 117,800 117,800 124,057 (6,257) 147,023 Total fire department 757,300 757,300 778,547 (21,247) 769,190 Code enforcement: Current: Personal services 607,100 607,100 644,438 (37,338) 591,817 Materials and supplies 5,100 5,100 4,106 994 3,089 Contractual services 15,300 15,300 10,521 4,779 12,923 Total code enforcement 627,500 627,500 659,065 (31,565) 607,829 Animal control: Current: Personal services 60,400 60,400 46,218 14,182 52,667 Materials and supplies 4,000 4,000 1,131 2,869 3,676 Contractual services 13,500 13,500 6,731 6,769 11,255 Total animal control 77,900 77,900 54,080 23,820 67,598 Total public safety 3,053,900 3,053,900 3,070,974 (17,074) 2,913,376 84 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE - GENERAL FUND For The Year Ended December 31, 2013 With Comparative Actual Amounts For The Year Ended December 31, 2012 Expenditures: (continued) Public works: Engineering: Current: Personal services Materials and supplies Contractual services Total engineering Street maintenance: Current: 2013 Budgeted Amounts Actual Original Final Amounts Variance with Final Budget Statement 10 Page 4 of 6 2012 Actual Amounts $562,000 $562,000 $548,975 $13,025 $522,336 1,300 1,300 801 499 1,031 30,600 30,600 33,444 (2,844) 30,001 593,900 593,900 583,220 10,680 553,368 Personal services 687,200 687,200 691,097 (3,897) 666,594 Materials and supplies 129,600 129,600 144,662 (15,062) 117,644 Contractual services 30,700 30,700 27,675 3,025 27,125 Total street maintenance 847,500 847,500 863,434 (15,934) 811,363 Street lighting: Current: Materials and supplies 2,000 2,000 4,070 (2,070) 2,791 Contractual services 356,100 356,100 347,149 8,951 353,724 Total street lighting 358,100 358,100 351,219 6,881 356,515 City garage: Current: 141,100 141,100 140,492 608 139,839 Personal services 274,200 274,200 281,424 (7,224) 261,253 Materials and supplies 174,400 174,400 191,268 (16,868) 199,481 Contractual services 84,600 84,600 66,386 18,214 57,023 Capital outlay - - - - 11,145 Total City garage 533,200 533,200 539,078 (5,878) 528,902 Total public works Parks and recreation: Parks and recreation commission: 2,332,700 2,332,700 2,336,951 (4,251) 2,250,148 Current: Materials and supplies 100 100 - 100 - Contractual services 2,700 2,700 2,842 (142) 2,218 Total parks and recreation commission 2,800 2,800 2,842 (42) 2,218 Parks and recreation administration: Current: Personal services 133,100 133,100 135,604 (2,504) 132,345 Materials and supplies 600 600 105 495 49 Contractual services 7,400 7,400 4,783 2,617 7,445 Total parks and recreation administration 141,100 141,100 140,492 608 139,839 Recreation center: Current: Personal services 212,800 212,800 204,218 8,582 200,561 Materials and supplies 44,000 44,000 23,930 20,070 31,747 Contractual services 82,800 82,800 93,171 (10,371) 79,170 Total recreation center 339,600 339,600 321,319 18,281 311,478 85 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 10 BUDGETARY COMPARISON SCHEDULE - GENERAL FUND Page 5 of 6 For The Year Ended December 31, 2013 With Comparative Actual Amounts For The Year Ended December 31, 2012 86 2013 2012 Budgeted Amounts Actual Variance with Actual Original Final Amounts Final Budget Amounts Expenditures: (continued) Parks and recreation: (continued) Senior citizen center: Current: Personal services $50,400 $50,400 $47,407 $2,993 $45,635 Materials and supplies 3,300 3,300 2,340 960 3,111 Contractual services 19,900 19,900 20,983 (1,083) 23,714 Total senior citizen center 73,600 73,600 70,730 2,870 72,460 Recreation program: Current: Personal services 178,600 178,600 178,356 244 165,726 Materials and supplies 19,100 19,100 23,844 (4,744) 19,953 Contractual services 98,700 98,700 97,725 975 85,234 Total recreation program 296,400 296,400 299,925 (3,525) 270,913 Self- supporting programs: Current: Personal services 32,900 32,900 32,939 (39) 32,303 Materials and supplies 7,700 7,700 2,907 4,793 7,293 Contractual services 27,000 27,000 21,645 5,355 20,667 Total self - supporting programs 67,600 67,600 57,491 10,109 60,263 Lake Ann Park operations: Current: Personal services 8,700 8,700 8,117 583 6,772 Materials and supplies 8,200 8,200 14,328 (6,128) 10,963 Contractual services 44,900 44,900 40,952 3,948 52,213 Total Lake Ann Park operations 61,800 61,800 63,397 (1,597) 69,948 Park maintenance: Current: Personal services 767,700 767,700 807,849 (40,149) 760,754 Materials and supplies 83,900 83,900 80,491 3,409 81,679 Contractual services 90,300 90,300 85,916 4,384 105,567 Total park maintenance 941,900 941,900 974,256 (32,356) 948,000 Downtown maintenance: Current: Contractual services - - 2,641 (2,641) 4,169 Recreation sports: Current: Personal services 13,200 13,200 16,931 (3,731) 12,371 Materials and supplies 8,800 8,800 8,275 525 8,590 Contractual services 300 300 325 (25) 254 Total recreation sports 22,300 22,300 25,531 (3,231) 21,215 Total parks and recreation 1,947,100 1,947,100 1,958,624 (11,524) 1,900,503 86 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE - GENERAL FUND For The Year Ended December 31, 2013 With Comparative Actual Amounts For The Year Ended December 31, 2012 Expenditures: (continued) Community development: Planning commission: Current: Personal services Materials and supplies Contractual services Total planning commission Planning administration: Current: Personal services Materials and supplies Contractual services Total planning administration Senior facility commission: Current: Personal services Materials and supplies Contractual services Total senior facility commission Total community development Total expenditures Revenues over expenditures Other financing sources (uses): Transfers out Net change in fund balance Fund balance - January 1 Fund balance - December 31 Note A BUDGETARY INFORMATION 2013 Budgeted Amounts Actual Variance with Original Final Amounts Final Budget Statement 10 Page 6 of 6 2012 Actual Amounts $ - $ - $88 ($88) $3,326 200 200 - 200 - 4,000 4,000 3,196 804 2,664 4,200 4,200 3,284 916 5,990 370,200 370,200 374,345 (4,145) 369,531 400 400 90 310 736 12,000 12,000 3,941 8,059 15,352 382,600 382,600 378,376 4,224 385,619 23,400 23,400 23,820 (420) 23,254 - - - - 31 9,700 9,700 8,641 1,059 9,183 33,100 33,100 32,461 639 32,468 419,900 419,900 414,121 5,779 424,077 9,747,400 9,747,400 9,731,013 16,387 9,404,514 0 0 417,466 417,466 617,919 (617,919) (617,919) (421,539) $0 $0 (200,453) ($200,453) 5,491,778 $5,291,325 196,380 5,295,398 $5,491,778 The General Fund budget is legally adopted on a basis consistent with accounting principles generally accepted in the United States of America. The legal level of budgetary control is at the department level for the General Fund. 87 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF FUNDING PROGRESS - RETIREE HEALTH PLAN For The Year Ended December 31, 2013 Unfunded *Using the projected unit credit actuarial pay cost method. Note: the first OPEB actuarial valuation was conducted as of January 1, 2008. There is no data available prior to or since the first valuation. 88 Actuarial Actuarial Actuarial UAAL as a Actuarial Value of Accrued Accrued Funded Covered Percentage of Valuation Assets Liability (AAL)* Liability (UAAL) Ratio Payroll Covered Payroll Date (a) (b) (b -a) (a/b) (c) ( (b -a) / c) January 1, 2008 $0 $52,268 $52,268 0.0% $4,180,235 1.3% January 1, 2011 $0 $89,875 $89,875 0.0% $4,299,466 2.1% *Using the projected unit credit actuarial pay cost method. Note: the first OPEB actuarial valuation was conducted as of January 1, 2008. There is no data available prior to or since the first valuation. 88 COMBINING AND INDIVIDUAL NONMAJOR FUND FINANCIAL STATEMENTS AND SCHEDULES 89 NONMAJOR GOVERNMENTAL FUNDS 90 SPECIAL REVENUE FUNDS The Special Revenue Funds are used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for specified purposes. DEBT SERVICE FUNDS The Debt Service Funds are used to account for the accumulation of resources for, and payment of, interest, principal and related costs on general long -term debt. CAPITAL PROJECT FUNDS The Capital Project Funds account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by Proprietary Funds). 91 CITY OF CHANHASSEN, MINNESOTA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS December 31, 2013 With Comparative Totals For December 31, 2012 Assets: Cash and investments Accrued interest receivable Due from other governmental units Accounts receivable - net Property taxes receivable Prepaid items Contract for deed receivable Special assessments receivable Special Debt Capital Revenue Service Project Statement 11 Totals Nonmajor Governmental Funds 2013 2012 $248,215 $2,221,522 $5,728,008 $8,197,745 $8,668,285 1,008 6,678 22,382 30,068 36,771 - - 876,741 876,741 590,919 54,429 - 54,679 109,108 129,459 - 7,031 7,823 14,854 13,609 - - - - 463 - - 1,372,668 1,372,668 1,416,079 - 59,934 645,785 705,719 810,646 Total assets $303,652 $2,295,165 $8,708,086 $11,306,903 $11,666,231 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable Due to other governmental units Interfund payable Salaries payable Contracts payable Unearned revenue Total liabilities Deferred inflows of resources: Unavailable revenue Fund balance: Nonspendable Restricted Assigned Unassigned Total fund balance Total liabilities, deferred inflows of resources, and fund balance $5,994 $ - $180,676 $186,670 $215,306 - - 1,131 1,131 616,036 - - 559,515 559,515 646,856 2,435 - - 2,435 1,880 - - 160,942 160,942 1,670 - 526,449 526,449 477,562 8,429 0 1,428,713 1,437,142 1,959,310 - 59,934 646,376 706,310 810,646 - - 1,327,068 1,327,068 1,373,146 165,838 1,459,634 3,062,565 4,688,037 4,231,657 129,385 775,597 2,802,879 3,707,861 3,938,328 - - (559,515) (559,515) (646,856) 295,223 2,235,231 6,632,997 9,163,451 8,896,275 $303,652 $2,295,165 $8,708,086 $11,306,903 $11,666,231 92 CITY OF CHANHASSEN, MINNESOTA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND Statement 12 CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS For The Year Ended December 31, 2013 With Comparative Totals For The Year Ended December 31, 2012 Revenues: General property taxes Tax increment collections Licenses and permits Intergovernmental Special assessments Charges for services Investment earnings Net change in fair value of investments Contributions and donations Refunds and reimbursements Other Total revenues Expenditures: Current: General government Public safety Public works Parks and recreation Community development Capital outlay: General government Public safety Public works Parks and recreation Debt service: Principal Interest and paying agent fees Total expenditures Revenues over (under) expenditures Other financing sources (uses): Transfers in Transfers out Total other financing sources (uses) Special item: Sale of old public works building Net change in fund balance Fund balance - January 1 Fund balance - December 31 Special Debt Capital Revenue Service Project Totals Nonmajor Governmental Funds 2013 2012 $ - $1,038,510 $1,000,000 $2,038,510 $1,945,448 - - 545,906 545,906 533,011 - - 789,000 789,000 278,033 - - 1,385,423 1,385,423 407,736 - 23,614 131,329 154,943 309,662 211,835 7,610 64,925 284,370 299,635 3,131 15,384 46,300 64,815 146,105 (2,573) (17,043) (57,128) (76,744) (29,190) 13,514 - - 13,514 15,208 45 - 152,237 152,282 186,454 - - 73,003 73,003 87,083 225,952 1,068,075 4,130,995 5,425,022 4,179,185 153,843 2,585 167,869 324,297 410,080 12,257 - 96,215 108,472 100,604 - - 429,619 429,619 453,236 - - 43,980 43,980 254,211 - - 108,417 108,417 218,326 9,041 - 78,666 87,707 75,226 - - 74,144 74,144 39,314 - - 1,882,852 1,882,852 433,091 - - 418,333 418,333 1,310,366 - 620,000 - 620,000 4,505,000 - 434,817 - 434,817 636,056 175,141 1,057,402 3,300,095 4,532,638 8,435,510 50,811 10,673 830,900 892,384 (4,256,325) 123,574 504,160 627,734 110,737 (774,620) (11,779) (466,543) (1,252,942) (2,572,208) (774,620) 111,795 37,617 (625,208) (2,461,471) 1,475,000 (723,809) 122,468 868,517 267,176 (5,242,796) 1,019,032 2,112,763 5,764,480 8,896,275 14,139,071 $295,223 $2,235,231 $6,632,997 $9,163,451 $8,896,275 93 - This page intentionally left blank - 94 NONMAJOR SPECIAL REVENUE FUNDS Special Revenue Funds are established to account for taxes and other revenues set aside for a particular purpose. Revenues are recognized in the accounting period in which they become available and measurable. Expenditures are recognized in the accounting period in which the related liability is incurred. Contribution Fund — This fund accounts for the proceeds that the City receives from charitable gambling. The City collects 10% of the net proceeds from a pull -tab operation in the City. By state statute, the fund may only be used for equipment and training for the City's fire department. CATV Fund — Under the terms of the franchise agreement with Triax Cablevision, the City is to receive 5% of the revenues derived from cable television sales within the City. These monies are dedicated solely to improving public broadcasting capabilities, studio improvements, and other capital expenditures improving the overall cable system. Economic Development Authority — This fund is used to account for all activities of the Chanhassen Economic Development Authority. 95 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING BALANCE SHEET NONMAJOR SPECIAL REVENUE FUNDS December 31, 2013 With Comparative Totals For December 31, 2012 Assets: Cash and investments Accrued interest receivable Accounts receivable - net Prepaid items Total assets Liabilities and Fund Balance Liabilities: Accounts payable Salaries payable Contracts payable Total liabilities Fund balance: Nonspendable Restricted Assigned Total fund balance Total liabilities and fund balance Statement 13 201 Contribution 210 CATV Total Nonmajor Special Revenue Fund Fund Funds 2013 2012 $36,288 $211,927 $248,215 $964,288 166 842 1,008 4,740 691 53,738 54,429 55,477 - - - 463 $37,145 $266,507 $303,652 $1,024,968 $ - $5,994 2,435 n $5,994 $4,056 2,435 1,880 8,429 0,4L7 J,yJO - - - 463 37,145 128,693 165,838 142,747 - 129,385 129,385 875,822 37,145 258,078 295,223 1,019,032 $37,145 $266,507 $303,652 $1,024,968 96 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES Statement 14 AND CHANGES IN FUND BALANCES NONMAJOR SPECIAL REVENUE FUNDS For The Year Ended December 31, 2013 With Comparative Totals For The Year Ended December 31, 2012 Revenues: Franchise and PEG fees Investment earnings Net change in fair value of investments Contributions and donations Refunds and reimbursements Total revenues Expenditures: Current: Personal services Materials and supplies Contractual services Capital outlay: General government Total expenditures Revenues over expenditures Other financing sources (uses): Transfers out Total other financing sources (uses) Net change in fund balance Fund balance - January 1 Fund balance - December 31 201 88,770 220 Economic 39,195 - 64,048 Contribution 210 CATV Development Total Nonmajor Special Revenue Fund Fund Authority Funds 2013 2012 $ - $211,835 $ - $211,835 $218,535 293 (1,782) 4,620 3,131 24,340 (424) (2,149) - (2,573) (3,108) 13,514 - - 13,514 15,208 - 45 45 47 13,383 207,949 4,620 225,952 255,022 94,481 - 7,571 12,257 51,791 - 9,041 12,257 162,884 94,481 88,770 - 7,571 39,195 - 64,048 86,643 - 9,041 12,106 0 175,141 226,714 1,126 45,065 4,620 50,811 28,308 - - (774,620) (774,620) (1,712,590) 0 0 (774,620) (774,620) (1,712,590) 1,126 45,065 (770,000) (723,809) (1,684,282) 36,019 213,013 770,000 1,019,032 2,703,314 $37,145 $258,078 $0 $295,223 $1,019,032 97 - This page intentionally left blank - 98 NONMAJOR DEBT SERVICE FUNDS Debt Service Funds are maintained on the modified accrual basis of accounting for revenues from taxes and other sources set aside for the payment of the debt obligations of the City. Principal and interest on the general long -term debt is recognized when due. General Obligation Bonds — These funds are used to account for the accumulation of resources for payment of general obligation bonds or other general indebtedness and the interest thereon. Tax Increment Bonds — These funds are used to account for the accumulation of resources for payment of tax increment general obligation bonds and the interest thereon. General Improvement Bonds — These funds are used to account for the accumulation of resources for payment of principal and interest on general obligation improvement bonds. Revenue Bonds — These funds are used to account for the bonds issued by the EDA that are repaid through a lease - purchase agreement with the City. 99 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING BALANCE SHEET Statement 15 NONMAJOR DEBT SERVICE FUNDS December 31, 2013 With Comparative Totals For December 31, 2012 Liabilities: Deferred inflows of resources: Unavailable revenue 49,698 10,236 367 2008A 77,520 300 Fund balance: G.O. Public 369 2010A Restricted Permanent - Works G.O. Library Assigned 723,804 51,793 Revolving 360 2004A Facility Refunding Totals Nonmajor Debt 877,588 582,046 2,235,231 Debt G.O. Bonds Bonds Bonds Service Funds Total liabilities, deferred inflows 2013 2012 Assets: $877,588 $582,046 $2,295,165 $2,190,283 Cash and investments $720,851 $51,630 $871,261 $577,780 $2,221,522 $2,099,930 Accrued interest receivable 2,953 163 2,295 1,267 6,678 6,149 Due from other funds - - - - - - Property taxes receivable - - 4,032 2,999 7,031 6,684 Special assessments receivable 49,698 10,236 - - 59,934 77,520 Total assets $773,502 $62,029 $877,588 $582,046 $2,295,165 $2,190,283 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Deferred inflows of resources: Unavailable revenue 49,698 10,236 - - 59,934 77,520 Fund balance: Restricted - - 877,588 582,046 1,459,634 1,416,007 Assigned 723,804 51,793 - - 775,597 696,756 Total fund balance 723,804 51,793 877,588 582,046 2,235,231 2,112,763 Total liabilities, deferred inflows of resources, and fund balance $773,502 $62,029 $877,588 $582,046 $2,295,165 $2,190,283 100 CITY OF CHANHASSEN, NIINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND Statement 16 CHANGES IN FUND BALANCES NONMAJOR DEBT SERVICE FUNDS For The Year Ended December 31, 2013 With Comparative Totals For The Year Ended December 31, 2012 Expenditures: Current: General government - Debt service: Principal Interest and paying agent fees Total expenditures 0 Revenues over (under) expenditures 15,269 Other financing sources: - - - 2,585 3522000 2,585 3622004C 3672008A 3692010A 285,000 620,000 4,505,000 300 Public 97,405 Taxable G.O. Public G.O. 563,202 382,405 1,057,402 Permanent Project 360 2004A G.O. T.I. Works Library 696,756 11,836 36,147 - Revolving Revenue G.O. Refunding Facility Refunding Totals Nonmajor Debt $2,112,763 Debt Bonds Bonds Bonds Bonds Bonds Service Funds 2013 2012 Revenues: General property taxes $ - $ $ - $ - $593,200 $445,310 $1,038,510 $945,448 Special assessments 8,033 - 15,581 - - - 23,614 178,334 Charges for services 7,610 - - - - - 7,610 7,388 Investment earnings 7,038 67 481 - 5,147 2,651 15,384 67,219 Net change in fair value of investments 7,412 (124) (416) - 5,857) (3,234) (17,043) (7,261) Total revenues 15,269 57 15,646 0 592,490 444,727 1,068,075 1,191,128 Expenditures: Current: General government - Debt service: Principal Interest and paying agent fees Total expenditures 0 Revenues over (under) expenditures 15,269 Other financing sources: - - - 2,585 - 2,585 6,000 - - 70,000 265,000 285,000 620,000 4,505,000 - - 41,795 295,617 97,405 434,817 636,056 0 0 111,795 563,202 382,405 1,057,402 5,147,056 (57) 15,646 (111,795) 29,288 62,322 10,673 (3,955,928) Transfer in 11,779 - 111,795 - 123,574 110,270 Transfer out - (11,779) - - - (11,779) - Total other financing sources (uses) 11,779 11,779 - 111,795 - 111,795 110,270 Net change in fund balance 27,048 (11,836) 15,646 0 29,288 62,322 122,468 (3,845,658) Fund balance - January 1 696,756 11,836 36,147 - 848,300 519,724 2,112,763 5,958,421 Fund balance - December 31 $723,804 $0 $51,793 $0 $877,588 $582,046 $2,235,231 $2,112,763 101 - This page intentionally left blank - 102 NONMAJOR CAPITAL PROJECT FUNDS Capital Project Funds are used to account for the construction and financing of large capital projects. Revenues and expenditures are recognized on the modified accrual basis. Revenues are recognized in the accounting period in which they become available and measurable. Expenditures are recognized in the accounting period in which they are incurred. Most capital projects are singular in purpose and their revenues /expenditures cannot be used for subsidizing any other operating fund. In each of these cases, bonds or other revenues received can only be used for these specific activities. The following Capital Project Funds differ in that several of the expenditure categories represent recurring types of costs, i.e., personal services, repair and maintenance of utilities, and/or recurring land improvements. 400 Capital Replacement Fund — Accounts for monies collected from developers for inspection and administrative services for projects. 410 Park Acquisition and Development — Accounts for park dedication fees as required by the City ordinance. These funds are then utilized to finance park and trail improvements identified in the park and recreation section of the City's comprehensive plan. 413 Transit Station Assessment Fund — Accounts for the interfund loan from the Water Fund to fund costs associated with the redevelopment of the Dinner Theater Transit Station in TIF #10 and for the repayment of the special assessment to repay those costs. 420 Street Pavement Management — Accounts for sealcoating costs on local streets. 422 Old Public Works Building — Accounts for the sale of the old public works building and the related contract for deed receivable. 461 Gateway Place TIF District, 491 TIF #4 Entertainment. 494 TIF #5 North Bay, and 498 TIF #8 Presbyterian Homes — Accounts for financing improvements in tax increment financing districts. 600 Special Assessment Projects — Accounts for the construction or projects financed by special assessments. 603 Lyman Blvd Improvements — Accounts for the street and utility improvement of Lyman Blvd. 103 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING BALANCE SHEET NONMAJOR CAPITAL PROJECT FUNDS December 31, 2013 With Comparative Totals For December 31, 2012 Liabilities, Deferred inflows of Resources, and Fund Balance Liabilities: Accounts payable Due to other governmental units Interfund loan payable Contracts payable Unearned revenue Total liabilities Deferred inflows of resources: Unavailable revenue Fund balance: Nonspendable Restricted Assigned Unassigned Total fund balance $46,867 $24,853 $ - $38,646 $23,354 $9,137 1,131 - - - - - - - 559,515 - - - 6,072 - 154,870 - - - - - 526,449 - - 47,998 30,925 559,515 719,965 23,354 9,137 591 - 645,785 - - - - - 1,327,068 - - 1,714,972 - - - 5,225 1,537,510 - - 514,784 191,468 - - (559,515) - - - 1,537,510 1,714,972 (559,515) 514,784 1,518,536 5,225 Total liabilities, deferred inflows of resources, and fund balance $1,586,099 $1,745,897 $645,785 $1,234,749 $1,541,890 $14,362 104 410 Park 413 Transit 422 Old 400 Capital Acquisition Station 420 Street Public 461 Gateway Replacement and Assessment Pavement Works Place TIF Fund Development Fund Management Building District Assets: Cash and investments $1,524,077 $1,738,436 $ - $351,007 $168,686 $14,331 Accrued interest receivable 4,997 7,461 - 2,547 536 31 Due from other governmental units - - - 876,741 - - Accounts receivable - net 51,585 - - 3,094 - - Property taxes receivable 5,440 - - 1,360 - - Contract for deed receivable - - - - 1,372,668 - Special assessments receivable - - 645,785 - - - Total assets $1,586,099 $1,745,897 $645,785 $1,234,749 $1,541,890 $14,362 Liabilities, Deferred inflows of Resources, and Fund Balance Liabilities: Accounts payable Due to other governmental units Interfund loan payable Contracts payable Unearned revenue Total liabilities Deferred inflows of resources: Unavailable revenue Fund balance: Nonspendable Restricted Assigned Unassigned Total fund balance $46,867 $24,853 $ - $38,646 $23,354 $9,137 1,131 - - - - - - - 559,515 - - - 6,072 - 154,870 - - - - - 526,449 - - 47,998 30,925 559,515 719,965 23,354 9,137 591 - 645,785 - - - - - 1,327,068 - - 1,714,972 - - - 5,225 1,537,510 - - 514,784 191,468 - - (559,515) - - - 1,537,510 1,714,972 (559,515) 514,784 1,518,536 5,225 Total liabilities, deferred inflows of resources, and fund balance $1,586,099 $1,745,897 $645,785 $1,234,749 $1,541,890 $14,362 104 Statement 17 $ - $37,819 $ - $ - $ - $180,676 $211,250 - - - - 1,131 616,036 559,515 646,856 160,942 1,670 - - - - 526,449 477,562 0 37,819 0 0 0 1,428,713 1,953,374 646,376 733,126 - - - - - 1,327,068 1,372,683 636,306 134,324 571,738 - - 3,062,565 2,672,903 - - - 79,150 479,967 2,802,879 2,365,750 - - - - - (559,515) (646,856) 636,306 134,324 571,738 79,150 479,967 6,632,997 5,764,480 $636,306 $172,143 $571,738 $79,150 $479,967 $8,708,086 $8,450,980 105 603 Lyman 498 TIF #8 600 Special Blvd 491 TIF #4 494 TIF #5 Presbyterian Assessment Improvements Totals Nonmajor Capital Project Entertainment North Bay Homes Projects 06 -03 Funds 2013 2012 $633,866 $170,536 $570,110 $78,824 $478,135 $5,728,008 $5,604,067 2,440 584 1,628 326 1,832 22,382 25,882 - - - - - 876,741 590,919 - - - - - 54,679 73,982 - 1,023 - - - 7,823 6,925 - - - - - 1,372,668 1,416,079 - - - - - 645,785 733,126 $636,306 $172,143 $571,738 $79,150 $479,967 $8,708,086 $8,450,980 $ - $37,819 $ - $ - $ - $180,676 $211,250 - - - - 1,131 616,036 559,515 646,856 160,942 1,670 - - - - 526,449 477,562 0 37,819 0 0 0 1,428,713 1,953,374 646,376 733,126 - - - - - 1,327,068 1,372,683 636,306 134,324 571,738 - - 3,062,565 2,672,903 - - - 79,150 479,967 2,802,879 2,365,750 - - - - - (559,515) (646,856) 636,306 134,324 571,738 79,150 479,967 6,632,997 5,764,480 $636,306 $172,143 $571,738 $79,150 $479,967 $8,708,086 $8,450,980 105 - This page intentionally left blank - 106 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND Statement 18 CHANGES IN FUND BALANCES Page 1 of 2 NONMAJOR CAPITAL PROJECT FUNDS For The Year Ended December 31, 2013 With Comparative Totals For The Year Ended December 31, 2012 Revenues: General property taxes Tax increment collections Licenses and permits Intergovernmental Special assessments Charges for services Investment earnings Net change in fair value of investments Refunds and reimbursements Other Total revenues Expenditures: Current: General government Public safety Public works Parks and recreation Community development Capital outlay: General government Public safety Public works Parks and recreation Total expenditures 167,869 - - - 96,215 - - - 19,535 - - 409,786 18,984 24,996 - - 78,666 - - - 74,144 - - - 278,552 - - 1,604,300 21,749 396,584 - - 755,714 421,580 0 2,014,086 Revenues over (under) expenditures 77,745 375,614 131329 (305,330) Other financing sources (uses): Transfer in 150,000 - - 354,160 Transfer out - (310,760) (43,988) - Total other financing sources (uses) 150,000 (310,760) (43,988) 354,160 Special item: Sale of old public works building - - - - Net change in fund balance 227,745 413 Transit 87,341 400 Capital 410 Park Station 420 Street Replacement Acquisition and Assessment Pavement Fund Development Fund Management $800,000 $ - $ - $200,000 - 789,000 - - - - - 1,385,423 - - 131,329 - 22,326 - - - 8,106 13,958 - 6,560 (12,754) (19,044) - (6,501) 12,581 13,280 - 123,274 3,200 - - - 833,459 797,194 131,329 1,708,756 167,869 - - - 96,215 - - - 19,535 - - 409,786 18,984 24,996 - - 78,666 - - - 74,144 - - - 278,552 - - 1,604,300 21,749 396,584 - - 755,714 421,580 0 2,014,086 Revenues over (under) expenditures 77,745 375,614 131329 (305,330) Other financing sources (uses): Transfer in 150,000 - - 354,160 Transfer out - (310,760) (43,988) - Total other financing sources (uses) 150,000 (310,760) (43,988) 354,160 Special item: Sale of old public works building - - - - Net change in fund balance 227,745 64,854 87,341 48,830 Fund balance - January 1 1,309,765 1,650,118 (646,856) 465,954 Fund balance - December 31 $1,537,510 $1,714,972 ($559,515) $514,784 107 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR CAPITAL PROJECT FUNDS For The Year Ended December 31, 2013 With Comparative Totals For The Year Ended December 31, 2012 422 Old Public Works Building Revenues: General property taxes $ - Tax increment collections - Licenses and permits - Intergovernmental - Special assessments - Charges for services - Investment earnings 1,663 Net change in fair value of investments (1,369) Refunds and reimbursements - Other 69,803 Total revenues 70,097 Expenditures: Current: General government Public safety Public works Parks and recreation Community development Capital outlay: General government Public safety Public works Parks and recreation Total expenditures Revenues over (under) expenditures Other financing sources (uses): Transfer in Transfer out Total other financing sources (uses) Special item: Sale of old public works building Net change in fund balance Fund balance - January 1 Fund balance - December 31 461 Gateway Place TIF District 20,304 76 (78) 20,302 491 TIF #4 Entertainment 206,745 5,643 (6,229) 206,159 298 - 19,308 8,913 298 19,308 8,913 69,799 994 197,246 (111,795) 0 0 (111,795) 69,799 994 85,451 1,448,737 4,231 550,855 $1,518,536 $5,225 $636,306 108 Statement 18 Page 2 of 2 603 Lyman 498 TIF #8 600 Special Blvd 494 TIF #5 North Presbyterian Assessment Improvements Bay Homes Projects 06 -03 Totals Nonmajor Capital Project Funds 2013 2012 $ - $ - $ - $ - $1,000,000 $1,000,000 77,223 241,634 - - 545,906 533,011 - - - - 789,000 278,033 - - - - 1,385,423 407,736 - - - 131,329 131,328 - - - 42,599 64,925 73,712 848 4,499 715 4,232 46,300 54,546 (1,491) (4,154) (832) (4,676) (57,128) (18,821) - - - 3,102 152,237 186,454 - - - - 73,003 87,036 76,580 241,979 (117) 45,257 4,130,995 2,733,035 - - - - 167,869 220,302 - - - - 96,215 69,774 - - - - 429,619 453,236 - - - - 43,980 254,211 79,636 560 - - 108,417 218,326 - - - - 78,666 63,120 - - - - 74,144 39,314 - - - - 1,882,852 433,091 - - - - 418,333 1,310,366 79,636 560 0 0 3,300,095 3,061,740 (3,056) 241,419 (117) 45,257 830,900 (328,705) - - - - 504,160 467 - - - - (466,543) (859,618) 0 0 0 0 37,617 (859,151) - - - - - 1,475,000 (3,056) 241,419 (117) 45,257 868,517 287,144 137,380 330,319 79,267 434,710 5,764,480 5,477,336 $134,324 $571,738 $79,150 $479,967 $6,632,997 $5,764,480 109 CITY OF CHANHASSEN, MINNESOTA SPECIAL REVENUE FUND - CONTRIBUTION FUND Statement 19 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL For The Year Ended December 31, 2013 With Comparative Actual Amounts For The Year Ended December 31, 2012 2013 Budgeted Amounts Actual Variance with Original Final Amounts Final Budget 2012 Actual Amounts Revenues: Investment earnings $1,000 $1,000 $293 ($707) $569 Net change in fair value of investments - - (424) (424) (159) Contributions and donations 22,000 22,000 13,514 (8,486) 15,208 Total revenues 23,000 23,000 13,383 (9,617) 15,618 Expenditures: Current: Contractual services Revenues over (under) expenditures Fund balance - January 1 Fund balance - December 31 30,000 30,000 12,257 17,743 30,830 ($7,000) ($7,000) 110 1,126 $8,126 36,019 $37,145 (15,212) 51,231 $36,019 CITY OF CHANHASSEN, MINNESOTA SPECIAL REVENUE FUND - CATV Statement 20 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL For The Year Ended December 31, 2013 With Comparative Actual Amounts For The Year Ended December 31, 2012 Revenues: Franchise and PEG fees Investment earnings Net change in fair value of investments Other Total revenues Expenditures: Current: Personal services Materials and supplies Contractual services Capital outlay Total expenditures Revenues over expenditures Other financing sources (uses): Transfers out Net change in fund balance Fund balance - January 1 Fund balance - December 31 $115,400 $115,400 - - (1,300,000) 45,065 ($70,335) (1,269,070) 213,013 $258,078 1,482,083 $213,013 2013 2012 Budgeted Amounts Actual Variance with Actual Original Final Amounts Final Budget Amounts $225,000 $225,000 $211,835 ($13,165) $218,535 2,000 2,000 (1,782) (3,782) 11,181 - - (2,149) (2,149) (2,949) - - 45 45 47 227,000 227,000 207,949 (19,051) 226,814 93,500 93,500 94,481 (981) 88,770 8,000 8,000 7,571 429 39,195 10,100 10,100 51,791 (41,691) 55,813 - - 9,041 (9,041) 12,106 111,600 111,600 162,884 (51,284) 195,884 115,400 115,400 45,065 (70,335) 30,930 $115,400 $115,400 - - (1,300,000) 45,065 ($70,335) (1,269,070) 213,013 $258,078 1,482,083 $213,013 - This page intentionally left blank - 112 FIDUCIARY FUNDS Fiduciary Funds have been established to account for cash or other assets held by the City as a trustee or agent for others. Revenues are recognized in the accounting period in which they become available and measurable. Expenditures are recognized in the accounting period in which the related liability is incurred. Fiduciary Funds are custodial in nature (assets equal liabilities) and do not involve measurement of the results of operations. Escrow Fund — This fund is used to account for various deposits required by the City. Moon Valley Restoration Fund — This is an escrow fund which will be used to finance restoration to a gravel pit when it ceases operation. 113 CITY OF CHANHASSEN, MINNESOTA COMBINING STATEMENT OF NET POSITION AGENCY FUNDS December 31, 2013 With Comparative Totals For December 31, 2012 Statement 21 913 Moon Valley 815 Escrow Restoration Fund Fund Totals 2013 2012 Assets: Cash and investments $1,339,715 $86,478 $1,426,193 $1,093,722 Liabilities: Escrow deposits payable $1,339,715 $86,478 $1,426,193 $1,093,722 114 CITY OF CHANHASSEN, MINNESOTA COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES AGENCY FUNDS For The Year Ended December 31, 2013 Statement 22 Totals - All Agency Funds Assets: Cash and investments $1,093,722 $937,148 $604,677 $1,426,193 Liabilities: Escrow deposits payable $1,093,722 $937,148 $604,677 $1,426,193 115 Balance Balance 01/01/13 Additions Deletions 12/31/13 Escrow Fund Assets: Cash and investments $1,007,416 $936,976 $604,677 $1,339,715 Liabilities: Escrow deposits payable $1,007,416 $936,976 $604,677 $1,339,715 Moon Valley Restoration Fund Assets: Cash and investments $86,306 $172 $ - $86,478 Liabilities: Escrow deposits payable $86,306 $172 $ - $86,478 Totals - All Agency Funds Assets: Cash and investments $1,093,722 $937,148 $604,677 $1,426,193 Liabilities: Escrow deposits payable $1,093,722 $937,148 $604,677 $1,426,193 115 - This page intentionally left blank - 116 III. STATISTICAL SECTION (UNAUDITED) 117 - This page intentionally left blank - 118 III. STATISTICAL SECTION (UNAUDITED) This part of the City of Chanhassen, Minnesota's Comprehensive Annual Financial Report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the City of Chanhassen, Minnesota's overall financial health. Contents PaLres Financial Trends These tables contain trend information to help the reader understand how the 120 -128 City's financial performance and well -being have changed over time. Revenue Capacity These tables contain information to help the reader assess the City's most 130 -135 significant local revenue source, the property tax. Debt Capacity These tables present information to help the reader assess the affordability of the 136 -141 City's current levels of outstanding debt and the City's ability to issue additional debt in the future. Demographic and Economic These tables offer demographic and economic indicators to help the reader 142 -143 understand the environment within which the City's financial activities take place. Operating Information These tables contain service and infrastructure data to help the reader understand 144 -148 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 tables is derived from the comprehensive financial reports for the relevant year. 119 CITY OF CHANHASSEN, MINNESOTA NET POSITION BY COMPONENT Last Ten Fiscal Years (Accrual Basis of Accounting) Governmental activities: Net investment in capital assets Restricted: Debt service Park improvements Tax increment purposes Other purposes Unrestricted Total governmental activities net position Business -type activities: Net investment in capital assets Unrestricted Total business -type activities net position Primary government: Net investment in capital assets Restricted: Debt service Park improvements Tax increment purposes Other purposes Unrestricted Total primary government net position 2004 2005 2006 2007 $77,583,392 $72,418,684 $70,216,944 $68,982,379 5,762,414 10,174,502 7,687,155 11,047,062 630,566 1,049,047 1,063,589 797,064 10,632,184 11,239,658 16,220,834 14,631,166 $94,608,556 $94,881,891 $95,188,522 $95,457,671 $38,888,555 $37,479,967 $47,807,323 $52,502,257 21,908,224 23,767,122 15,039,021 17,292,106 $60,796,779 $61,247,089 $62,846,344 $69,794,363 $116,471,947 $109,898,651 $118,024,267 $121,484,636 5,762,414 10,174,502 7,687,155 11,047,062 630,566 1,049,047 1,063,589 797,064 32,540,408 35,006,780 31,259,855 31,923,272 $155,405,335 $156,128,980 $158,034,866 $165,252,034 Note: GASB 65 was implemented in 2013. Unamortized bond issuance costs are no longer included within net position. Net position for years prior to 2013 was not restated. 120 Table 1 2008 2009 2010 2011 2012 2013 $70,611,368 $72,106,198 $73,272,450 $70,866,708 $69,987,563 $71,260,946 12,165,653 6,461,780 9,655,951 5,709,727 5,905,553 6,595,927 - - 2,088,246 2,516,027 1,650,118 1,714,972 621,915 840,857 693,309 812,096 1,022,785 1,347,593 - - 121,137 168,147 142,747 165,838 15,171,391 14,421,042 8,348,968 12,888,980 14,544,111 13,724,705 $98,570,327 $93,829,877 $94,180,061 $92,961,685 $93,252,877 $94,809,981 $55,541,752 $55,496,919 $57,028,340 $55,430,138 $54,475,353 $52,541,451 13,117,323 12,129,049 10,259,836 9,484,947 10,631,342 11,391,338 $68,659,075 $67,625,968 $67,288,176 $64,915,085 $65,106,695 $63,932,789 $126,153,120 $127,603,117 $130,300,790 $126,296,846 $124,462,916 $123,802,397 12,165,653 6,461,780 9,655,951 5,709,727 5,905,553 6,595,927 - - 2,088,246 2,516,027 1,650,118 1,714,972 621,915 840,857 693,309 812,096 1,022,785 1,347,593 - - 121,137 168,147 142,747 165,838 28,288,714 26,550,091 18,608,804 22,373,927 25,175,453 25,116,043 $167,229,402 $161,455,845 $161,468,237 $157,876,770 $158,359,572 $158,742,770 121 CITY OF CHANHASSEN, MINNESOTA CHANGES IN NET POSITION Last Ten Fiscal Years (Accrual Basis of Accounting) Expenses Governmental activities: General government Public safety Public works Parks and recreation Community development Interest on long -term debt Total governmental activities expenses Business -type activities: Water Sewer Surface water management Total business -type activities expenses Total primary government expenses Program revenues Governmental activities: Charges for services: Licenses and permits Charges for services Fines and forfeits Operating grants and contributions Capital grants and contributions Total governmental activities program revenues Business -type activities: Charges for services: Water Sewer Surface water management Operating grants and contributions Capital grants and contributions Total business -type activities program revenues 2004 2005 2006 2007 $2,338,485 $4,518,355 $2,380,103 $2,439,716 2,618,307 2,653,304 2,851,926 3,098,068 4,955,598 4,915,435 7,722,466 7,010,981 2,674,954 2,867,364 2,918,645 3,023,032 2,027,713 595,878 868,749 1,052,104 822,047 505,367 751,964 835,059 15,437,104 16,055,703 17,493,853 17,458,960 1,985,908 2,656,381 2,754,201 3,112,575 2,686,146 2,719,156 3,069,069 3,177,366 957,084 1,039,721 1,317,089 1,238,914 5,629,138 6,415,258 7,140,359 7,528,855 $21,066,242 $22,470,961 $24,634,212 $24,987,815 $1,892,579 $2,166,022 $3,612,021 $2,171,558 997,114 1,196,103 1,218,816 1,132,448 61,801 104,962 162,946 145,682 370,090 361,093 671,674 452,798 2,633,916 5,080,512 2,506,822 7,464,697 5,955,500 8,908,692 8,172,279 11,367,183 1,656,911 1,703,501 2,111,230 2,461,205 1,748,929 1,905,206 2,008,356 2,186,622 265,090 299,445 424,702 452,148 6,381 1,620 539 45,172 3,528,270 1,961,122 2,501,598 3,340,598 7,205,581 5,870,894 7,046,425 8,485,745 Total primary government program revenues $13,161,081 $14,779,586 $15,218,704 $19,852,928 122 2008 $2,469,055 3,062,941 6,220,816 3,025,987 704,979 652,015 16,135,793 3,234,139 3,072,588 1,121,197 7,427,924 $23,563,717 $1,810,545 1,115,903 124,633 346,023 3,221,636 6,618,740 2,408,379 2,187,209 479,318 36,350 1,527,624 6,638,880 $13,257,620 2009 $2,597,147 3,158,465 9,123,165 3,663,124 628,339 1,031,567 20,201,807 3,311,129 3,276,042 1,093,165 7,680,336 $27,882,143 $1,085,754 1,064,173 122,496 363,540 1,265,287 3,901,250 2,689,170 2,378,111 512,761 5,332 1,684,982 7,270,356 $11,171,606 2010 $2,898,608 3,227,396 6,308,023 3,046,718 879,048 880,384 17,240,177 3,443,583 3,252,510 1,202,556 7,898,649 $25,138,826 $1,331,374 1,189,560 123,609 414,654 4,175,655 7,234,852 2,424,634 2,365,358 538,688 2,984 1,593,289 6,924,953 $14,159,805 123 2011 $2,565,486 3,061,122 8,607,534 2,921,593 799,379 838,421 18,793,535 3,581,955 3,317,329 1,173,115 8,072,399 $26,865,934 $1,381,326 1,047,726 126,571 692,428 1,646,573 4,894,624 2,611,327 2,297,677 534,473 12,589 1,086,655 6,542,721 $11,437,345 2012 $2,690,853 3,176,441 7,743,147 3,114,340 646,262 725,881 18,096,924 3,646,787 3,235,324 1,347,345 8,229,456 $26,326,380 $1,595,358 1,394,356 119,997 404,663 2,953,496 6,467,870 3,146,886 2,434,370 590,323 121,925 1,861,689 8,155,193 $14,623,063 Table 2 Page 1 of 2 2013 $2,630,405 3,313,694 14,224,453 2,919,183 523,651 588,352 24,199,738 4,702,686 3,548,200 1,334,173 9,585,059 $33,784,797 $2,113,770 1,396,068 99,984 472,298 10,718,999 14,801,119 2,829,226 2,358,854 615,896 63,112 2,852,437 8,719,525 $23,520,644 CITY OF CHANHASSEN, MINNESOTA CHANGES IN NET POSITION Last Ten Fiscal Years (Accrual Basis of Accounting) Net (expense) revenue: Governmental activities Business -type activities Total primary government net (expense) revenue General revenues and other changes in net position Governmental activities: Property taxes Tax increment collections Grants and contributions not restricted to specific programs Unrestricted investment earnings Miscellaneous Gain on sale of capital assets Special item - sale of public works building Transfers Total governmental activities Business -type activities: Unrestricted investment earnings Miscellaneous Transfers Total business -type activities Total primary government Change in net position: Governmental activities Business -type activities Total primary government 2004 2005 2006 2007 ($9,481,604) ($7,147,011) ($9,321,574) ($6,091,777) 1,576,443 (544,364) (93,934) 956,890 (7,905,161) (7,691,375) (9,415,508) (5,134,887) 8,398,790 9,451,141 9,165,278 9,419,763 4,623,927 675,117 315,398 420,526 55,879 45,455 28,592 189,616 164,712 387,370 905,930 1,397,746 222,642 93,792 34,644 - 540,646 23,795 - 10,806 (96,195) (481,824) (821,637) (5,077,531) 13,910,401 10,194,846 9,628,205 6,360,926 255,510 466,750 768,600 786,455 255,279 46,100 102,952 127,143 96,195 481,824 821,637 5,077,531 606,984 994,674 1,693,189 5,991,129 $14,517,385 $11,189,520 $11,321,394 $12,352,055 $4,428,797 $3,047,835 $306,631 $269,149 2,183,427 450,310 1,599,255 6,948,019 $6,612,224 $3,498,145 $1,905,886 $7,217,168 Note: GASB 65 was implemented in 2013. Bond issuance costs are now expensed in the year of issuance. Expenses for years prior to 2013 were not restated. 124 2008 ($9,517,053) (789,044) (10,306,097) 9,651,758 574,101 108,039 1,150,993 32,195 1,112,623 12,629,709 797,079 22,464 (1,112,623) (293,080) $12,336,629 2009 ($16,300,557) (409,980) (16,710,537) 9,921,598 473,674 27,612 357,953 4,524 774,746 11,560,107 141,070 10,549 (774,746) (623,127) $10,936,980 2010 ($10,005,325) (973,696) (10,979,021) 10,014,684 539,523 45,767 222,719 20,727 (487,911) 10,355,509 114,349 33,644 487,911 635,904 $10,991,413 $3,112,656 ($4,740,450) $350,184 (1,082,124) (1,033,107) (337,792) $2,030,532 ($5,773,557) $12,392 125 2011 ($13,898,911) (1,529,678) (15,428,589) 9,849,882 566,045 28,304 505,541 44,000 1,061,763 12,055,535 211,707 6,643 (1,061,763) (843,413) $11,212,122 ($1,843,376) (2,373,091) ($4,216,467) 2012 ($11,629,054) (74,263) (11,703,317) 10,064,176 533,011 20,071 173,523 56,610 1,246,275 (173,420) 11,920,246 92,453 173,420 265,873 $12,186,119 $291,192 191,610 $482,802 Table 2 Page 2 of 2 2013 ($9,398,619) (865,534) (10,264,153) 10,059,324 545,906 19,941 (14,764) 37,720 307,596 10,955,723 (776) (307,596) (308,372) $10,647,351 $1,557,104 (1,173,906) $383,198 CITY OF CHANHASSEN, MINNESOTA FUND BALANCES - GOVERNMENTAL FUNDS Last Ten Fiscal Years (Modified Accrual Basis of Accounting) General Fund: Reserved Unreserved: Designated Undesignated Nonspendable Unassigned Total general fund All other governmental funds: Reserved Unreserved: Designated: Special revenue funds Capital project funds Undesignated: Special revenue funds Debt service funds Capital project funds Nonspendable Restricted Assigned Unassigned Total all other governmental funds 2004 2005 2006 2007 $21,003 $20,239 $17,376 $13,210 3,125,910 3,199,800 3,279,050 3,416,950 3,128,630 3,731,023 1,523,844 2,061,126 $6,275,543 $6,951,062 $4,820,270 $5,491,286 $6,942,810 $6,597,316 $5,300,782 $7,335,225 533,276 489,370 431,665 548,438 3,978,818 4,114,820 13,458,697 9,934,936 1,089,942 - 25,020 - - 3,403,769 148,784 215,298 (893,811) (738,510) (214,183) (239,434) $11,651,035 $13,866,765 $19,150,765 $17,794,463 The City implemented GASB Statement No. 54 for the fiscal year ended December 31, 2011. Information for years prior to 2011 is presented in accordance with fund balance classifications in effect at that time. 126 Table 3 2008 2009 2010 2011 2012 2013 $21,173 $46,750 $55,826 $ - $ - $ - 3,586,750 3,690,000 3,754,000 - - - 1,273,796 1,137,109 1,459,792 - - - - - - 17,280 57,137 16,741 - - - 5,278,118 5,434,641 5,274,584 $4,881,719 $4,873,859 $5,269,618 $5,295,398 $5,491,778 $5,291,325 $6,671,271 $2,950,284 $5,642,029 $ - $ - $ - 525,692 668,992 2,082,929 - - - 18,732,625 11,418,006 7,487,198 - - - 237,721 342,877 356,724 - - - (11,584) (2,001,149) (786,209) - - - - - - 12,662 1,373,146 1,327,068 - - - 10,426,585 6,359,422 9,181,230 - - - 6,561,411 6,731,400 6,366,292 - - - (730,120) (646,856) (559,515) $26,155,725 $13,379,010 $14,782,671 $16,270,538 $13,817,112 $16,315,075 127 CITY OF CHANHASSEN, MINNESOTA CHANGES IN FUND BALANCES - GOVERNMENTAL FUNDS Last Ten Fiscal Years Revenues: 2004 2005 2006 2007 General property taxes $8,443,464 $9,417,527 $9,140,601 $9,403,109 Tax increment collections 4,917,923 675,798 $315,398 $420,526 Licenses and permits 1,892,579 2,166,022 3,727,297 2,171,558 Intergovernmental 1,013,704 1,244,656 2,171,565 1,148,034 Special assessments 2,262,731 1,113,922 1,922,944 3,922,517 Charges for services 943,744 863,958 899,015 738,669 Fines and forfeits 61,801 104,962 162,946 145,682 Investment income 164,712 387,370 905,930 1,397,746 Contributions and donations 24,749 71,198 43,949 47,428 Refunds and reimbursements - - - - Other 290,629 430,171 279,549 404,426 Total revenues 20,016,036 16,475,584 19,569,194 19,799,695 Expenditures: Current: General government 2,203,607 2,722,171 2,090,565 2,116,928 Public safety 2,461,410 2,547,676 2,656,923 2,924,751 Public works 1,773,655 2,367,652 4,425,237 3,735,950 Parks and recreation 1,622,199 1,658,200 1,877,109 1,848,880 Community development 326,134 372,938 451,092 841,306 Capital outlay: General government - 311,250 98,396 6,734 Public safety 99,872 10,265 38,593 505,215 Public works 1,787,737 2,334,577 6,431,594 6,693,387 Parks and recreation 615,207 462,794 377,367 1,491,848 Debt service: Principal 7,752,000 2,035,000 1,375,000 1,750,000 Interest and paying agent fees 687,299 691,230 591,614 769,212 Bond issuance costs 29,317 - 36,987 - Developer assistance 1,660,088 230,353 111,791 206,753 Other 11,046 897,523 300,000 - Total expenditures 21,029,571 16,641,629 20,862,268 22,890,964 Revenues over (under) expenditures (1,013,535) (166,045) (1,293,074) (3,091,269) Other financing sources (uses): Bonds issued 3,240,000 2,590,000 6,640,000 - Loans issued - 105,419 708,003 3,014,744 Bond premium (discount) (10,387) - (44,610) - Redemption of refunding bonds - (3,560,000) - Transfers in - 338,080 702,889 537,564 Transfers out (54,242) - - (1,163,065) Sale of capital assets 963,290 23,795 - 16,740 Special item - sale of old public works building - - - - Total other financing sources (uses) 4,138,661 3,057,294 4,446,282 2,405,983 Net change in fund balance $3,125,126 $2,891,249 $3,153,208 ($685,286) Debt service as a percentage of noncapital expenditures 50.2% 22.0% 14.8% 18.0% Debt service as percentage of total expenditures 40.3% 16.4% 9.6% 11.0% 128 Table 4 2008 2009 2010 2011 2012 2013 $9,582,333 $9,834,389 $10,141,168 $9,760,052 $10,143,011 $10,176,483 $574,101 473,674 539,523 566,045 533,011 545,906 1,810,545 1,085,754 1,331,374 1,381,326 1,595,358 2,113,770 2,147,970 397,438 401,550 1,425,525 2,151,785 7,971,339 623,893 540,151 790,426 1,242,040 1,667,881 3,193,078 841,209 950,760 923,550 795,616 880,920 907,414 124,633 122,496 123,609 126,571 119,997 99,984 1,150,993 357,953 222,719 505,541 173,523 (14,764) 43,410 47,206 58,016 50,685 36,893 33,159 51,247 61,707 132,616 117,441 253,030 235,363 238,030 170,688 213,272 846,523 264,038 259,703 17,188,364 14,042,216 14,877,823 16,817,365 17,819,447 25,521,435 2,102,512 2,070,698 2,525,326 2,162,479 2,326,490 2,274,640 2,885,296 2,979,044 3,077,038 2,896,644 3,013,980 3,179,446 2,786,397 5,710,804 2,739,704 4,779,067 3,726,158 10,628,140 1,933,353 2,487,985 1,901,564 1,906,489 2,154,714 2,002,604 468,819 527,919 698,818 502,916 621,295 522,538 233,600 143,663 473,753 129,535, 75,226 87,707 54,284 55,152 65,667 52,645 39,314 74,144 4,677,179 8,179,324 3,995,444 2,122,641 3,502,371 2,482,728 642,508 235,292 490,737 309,524 1,310,366 627,214 2,689,552 2,553,002 2,370,000 1,025,000 5,100,000 1,590,000 874,848 920,529 888,843 853,152 814,621 599,487 93,811 73,182 46,505 - - - 226,055 90,354 176,643 298,216 21,108 - 19,450,042 17,038,308 22,705,643 19,668,214 26,026,948 24,068,648 (2,479,850) (11,984,732) (4,572,219) (220,943) (4,886,196) 1,452,787 7,550,000 6,020,000 5,200,000 - - - 24,839 - - - - - - 226,991 35,964 - - - - (8,387,123) - - - - 2,646,011 1,324,015 1,105,000 1,734,590 1,203,031 888,711 - - - - (48,881) (43,988) 10,695 16,274 30,675 - - - - - - - 1,475,000 - 10,231,545 (799,843) 6,371,639 1,734,590 2,629,150 844,723 $7,751,695 ($12,784,575) $1,799,420 $1,513,647 ($2,257,046) $2,297,510 26.4% 20.5% 23.2% 13.3% 33.3% 10.5% 18.6% 13.6% 17.0% 11.0% 26.0% 9.1% 129 CITY OF CHANHASSEN, MINNESOTA TAX CAPACITY VALUE AND ESTIMATED MARKET VALUE OF TAXABLE PROPERTY Last Ten Fiscal Years Fiscal Year Commercial/ Total Ended Residential Industrial All Tax December 31, Property Agricultural Property Other Capacity 2004 $19,502,882 $141,939 $5,904,892 $377,531 $25,927,244 2005 22,438,051 178,598 6,054,042 388,885 29,059,576 2006 24,904,864 229,651 6,537,205 408,070 32,079,790 2007 27,853,083 316,461 8,114,703 428,203 36,712,450 2008 29,821,326 208,789 9,135,911 435,603 39,601,629 2009 30,741,292 190,844 9,665,269 471,749 41,069,154 2010 30,301,115 170,857 10,229,329 477,663 41,178,964 2011 28,951,885 131,751 9,778,491 511,185 39,373,312 2012 27,198,238 137,012 9,149,904 520,743 37,005,897 2013 26,970,557 105,160 8,927,095 541,612 36,544,424 Sources: Carver County Taxpayer Services and Hennepin County 130 Captured Tax Estimated Tax Capacity Capacity on Fiscal Adjusted Tax Increment Disparity Tax Capacity District Contribution Value 28.11800 ($3,958,013) $17,056 $21,986,287 (619,902) 60,354 28,500,028 (309,211) (929,994) 30,840,585 (418,018) (955,204) 35,339,228 (479,494) (1,498,894) 37,623,241 (473,702) (1,627,749) 38,967,703 (532,007) (1,861,362) 38,785,595 (509,863) (1,998,912) 36,864,537 (469,759) (2,038,437) 34,497,701 (435,999) (1,804,630) 34,303,795 Table 5 City Estimated Tax Capacity Direct Tax Market as a Percent Rate Value of EMV 32.92200 $2,271,332,100 0.97% 28.11800 2,552,120,200 1.12% 26.63800 2,812,847,100 1.10% 23.78800 3,175,746,500 1.11% 23.71300 3,394,928,100 1.11% 22.99300 3,501,886,800 1.11% 25.18300 3,491,841,800 1.11% 26.60256 3,350,141,800 1.10% 28.53211 3,153,275,000 1.09% 28.42838 3,118,066,700 1.10% 131 CITY OF CHANHASSEN, MINNESOTA DIRECT AND OVERLAPPING PROPERTY TAX CAPACITY RATES Last Ten Fiscal Years Table 6 Source: Carver County Taxpayer Services (I�The City Direct Rate is the Urban based rate, not including Market Value levies. 132 City Overlapping Rates Fiscal Direct School Carver Year Rate(') District #112 County Other Total Tax capacity rates (per $100 of adjusted tax capacity value) 2004 32.92200 37.52400 48.44300 5.84500 124.73400 2005 28.11800 33.29900 44.10700 5.56000 111.08400 2006 26.63800 32.80800 40.83600 5.30500 105.58700 2007 23.78800 35.83100 37.80200 5.13200 102.55300 2008 23.71300 35.97000 37.56300 5.54700 102.79300 2009 22.99300 35.50500 38.03300 5.45800 101.98900 2010 25.18300 35.84000 39.50900 5.63900 106.17100 2011 26.60256 40.23554 41.75163 6.02059 114.61032 2012 28.53211 44.38247 43.56239 6.68081 123.15778 2013 28.42838 45.31946 46.11540 6.60329 126.46653 Source: Carver County Taxpayer Services (I�The City Direct Rate is the Urban based rate, not including Market Value levies. 132 CITY OF CHANHASSEN, MINNESOTA PRINCIPAL PROPERTY TAXPAYERS Current Year and Nine Years Ago 2013 2004 Source: Carver County Taxpayer Services 133 FMT17 2 1 3 9 4 5 6 7 8 10 Table 7 Percentage of Total City Capacity 1.2% 1.4% 1.0% 0.7% 1.0% 0.9% 0.8% 0.7% 0.7% 0.6% 8.9% Percentage Taxable of Total City Taxable Capacity Capacity Capacity Taxpayer Value Rank Value Value IRET Properties $367,250 1 1.1% $240,254 Istar Minnesota LLC 349,042 2 1.0% - Rosemount Inc 309,044 3 0.9% 293,252 Northern States Power Co 267,522 4 0.8% 207,676 LTF Real Estate VRDN I LLC 239,202 5 0.7% - LTF Real Estate CBC I (Chan Club) LLC 204,916 6 0.6% - Park Avenue Lofts LLC 200,654 7 0.6% - DRF Chanhassen Medical Bldg 194,888 8 0.6% - PHM/Chanhassen Inc 194,659 9 0.6% - Target Corporation T -0862 190,114 10 0.5% 142,992 Beddor Enterprises /E J Carlson - - 200,508 McGlynn Bakeries Inc #366 - - 184,482 Hoyt/DTLK LLC - - 158,836 Emplast Inc - - 150,334 Beddor Enterprises - - 143,026 Bloomberg Companies hie - - 127,701 Total $2,517,291 7.2% $1,849,061 Total All Property $34,797,923 $20,789,967 Source: Carver County Taxpayer Services 133 FMT17 2 1 3 9 4 5 6 7 8 10 Table 7 Percentage of Total City Capacity 1.2% 1.4% 1.0% 0.7% 1.0% 0.9% 0.8% 0.7% 0.7% 0.6% 8.9% - This page intentionally left blank - 134 CITY OF CHANHASSEN, MINNESOTA PROPERTY TAX LEVIES AND COLLECTIONS Last Ten Fiscal Years Table 8 Fiscal Taxes Collected Within The Collections Year Levied Fiscal Year of the Levy in Total Collections to Date Ended For The Percentage Subsequent Percentage December 31, Fiscal Year Amount of Levy Years Amount of Levy 2004 $8,639,167 $8,323,053 96.3% $127,369 $8,450,422 97.8% 2005 9,439,754 9,124,030 96.7% 120,936 9,244,966 97.9% 2006 9,354,890 9,066,591 96.9% 90,332 9,156,923 97.9% 2007 9,575,778 9,447,692 98.7% 114,938 9,562,630 99.9% 2008 9,834,965 9,555,489 97.2% 143,943 9,699,431 98.6% 2009 10,074,565 9,668,713 96.0% 153,379 9,822,092 97.5% 2010 10,213,190 9,918,528 97.1% (25,730) 9,892,798 96.9% 2011 10,267,390 9,739,125 94.9% 176,446 9,915,571 96.6% 2012 10,153,690 10,005,877 98.5% 41,767 10,047,644 99.0% 2013 10,195,890 10,105,393 99.1% - 10,105,393 99.1% Source: City Finance Department 135 CITY OF CHANHASSEN, MINNESOTA RATIOS OF OUTSTANDING DEBT BY TYPE Last Ten Fiscal Years Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements. ( "Information pertaining to Chanhassen Personal Income is not available, information for Carver County was included instead. (a) Information not available 136 Governmental Activities General General Fiscal Obligation Revenue Tax Increment Improvement Year Bonds Bonds Bonds Bonds 2004 $10,710,000 $785,000 $1,170,000 $4,195,000 2005 12,215,000 705,000 1,170,000 3,325,000 2006 8,170,000 620,000 1,120,000 9,210,000 2007 7,315,000 530,000 1,070,000 8,455,000 2008 13,905,000 435,000 1,015,000 7,155,000 2009 13,045,000 335,000 960,000 6,625,000 2010 16,860,000 230,000 900,000 5,805,000 2011 16,195,000 120,000 840,000 5,615,000 2012 11,475,000 - 775,000 5,420,000 2013 10,155,000 - 705,000 5,220,000 Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements. ( "Information pertaining to Chanhassen Personal Income is not available, information for Carver County was included instead. (a) Information not available 136 137 Table 9 Bonded Debt Per Total Carver County Personal Income(l) 0.8% 0.9% 0.8% 0.8% 0.8% 0.7% 0.7% 0.8% 0.7% (a) Business -Type Activities Other G.O. Revenue Debt Debt Bonds Total Debt Per Capita $ - $10,600,000 $27,460,000 $1,172 105,419 15,545,000 33,065,419 1,386 813,422 14,820,000 34,753,422 1,455 3,828,166 13,915,000 35,113,166 1,444 3,375,125 12,415,000 38,300,125 1,564 - 11,695,000 32,660,000 1,322 - 10,955,000 34,750,000 1,514 - 20,077,339 42,847,339 1,849 - 20,578,313 38,248,313 1,629 - 16,324,287 32,404,287 1,353 137 Table 9 Bonded Debt Per Total Carver County Personal Income(l) 0.8% 0.9% 0.8% 0.8% 0.8% 0.7% 0.7% 0.8% 0.7% (a) CITY OF CHANHASSEN, MINNESOTA RATIOS OF GENERAL BONDED DEBT OUTSTANDING Last Ten Fiscal Years Table 10 Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements. (I)The Bonded Debt and Bonded Debt Per Capita are Net of Debt Service Fund Balances and represent debt being repaid soley from property taxes. The "Net Bonded Debt" and "Net Bonded Debt Per Capita" as defined by the State of Minnesota can be found on Table 12. 138 General Less: Percentage Fiscal Obligation Debt Service of Tax Bonded Debt Year Bonds Fund Balance Bonded Debt(l) Capacity Per Capita(') 2004 $10,710,000 $1,221,993 $9,488,007 37.62% $405 2005 12,215,000 4,092,912 8,122,088 29.12% 340 2006 8,170,000 1,156,308 7,013,692 23.02% 294 2007 7,315,000 1,510,778 5,804,222 16.68% 239 2008 13,905,000 1,997,554 11,907,446 31.77% 486 2009 13,045,000 1,891,542 11,153,458 28.59% 452 2010 16,860,000 4,920,004 11,939,996 30.46% 520 2011 16,195,000 5,280,176 10,914,824 29.10% 471 2012 11,475,000 1,368,024 10,106,976 28.76% 430 2013 10,155,000 1,368,024 8,786,976 25.25% 367 Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements. (I)The Bonded Debt and Bonded Debt Per Capita are Net of Debt Service Fund Balances and represent debt being repaid soley from property taxes. The "Net Bonded Debt" and "Net Bonded Debt Per Capita" as defined by the State of Minnesota can be found on Table 12. 138 CITY OF CHANHASSEN, MINNESOTA DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT December 31, 2013 Table 11 Estimated Estimated Share of Debt Percentage Overlapping Governmental Unit Outstanding Applicable* Debt Direct debt: City of Chanhassen(') $16,080,000 100.00% $16,080,000 Overlapping debt: Eastern Carver County School District 230,155,000 40.97% 94,294,504 Eden Prairie Independent School District 62,244,819 0.98% 609,999 Minnetonka Independent School District 98,298,831 0.00% - Carver County 24,070,000 33.72% 8,116,404 Hennepin County 723,264,582 0.07% 506,285 Hennepin Suburban Park District 54,166,123 0.09% 48,750 Hennepin Regulatory Railroad Authority 37,350,216 0.09% 33,615 Metropolitan Council 158,664,771 0.03% 47,599 Subtotal - overlapping debt 1,388,214,342 103,657,156 Total direct and overlapping debt $1,404,294,342 $119,737,156 (')Excludes debt related to the City's business -type activities. Note: 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. 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. *For debt repaid with property taxes, the percentage of overlapping debt applicable is estimated using taxable assessed property values. Applicable percentages were estimated by determining the portion of another governmental unit's taxable assessed value that is within the City's boundaries and dividing it by each unit's total taxable assessed value. 139 CITY OF CHANHASSEN, MINNESOTA LEGAL DEBT MARGIN INFORMATION Last Ten Fiscal Years Legal Debt Margin Calculation for Fiscal Year 2013 Market value Applicable percentage Debt limit Debt applicable to limit: Total bonded debt Less: Special assessment bonds Tax increment bonds Enterprise Fund debt Less: Cash and investments in G.O. Bond Debt Service Fund Legal debt margin Legal Debt Margin Calculation for Fiscal Years 2004 Through 2013 $3,118,066,700 3% 93,542,001 32,404,287 (5,220,000) (705,000) (16,324,287) (1,449,042) 8,705,958 $84,836,043 Table 12 140 Net Debt Legal Amount of Debt Net Bonded Fiscal Debt Applicable to Debt Applicable to Debt Per Year Population Limit Limit Margin Debt Limit Capita 2004 23,431 $45,426,642 $9,385,232 $36,041,410 20.66% 401 2005 23,864 51,042,404 8,150,626 42,891,778 15.97% 342 2006 23,889 56,256,942 6,950,304 49,306,638 12.35% 291 2007 24,321 63,514,930 5,844,648 57,670,282 9.20% 240 2008 24,481 101,847,843 11,924,438 89,923,405 11.71% 487 2009 24,699 105,056,604 11,175,086 93,881,518 10.64% 452 2010 22,952 104,755,254 15,831,831 88,923,423 15.11% 690 2011 23,179 100,504,254 14,755,258 85,748,996 14.68% 637 2012 23,484 94,598,250 10,117,347 84,480,903 10.70% 431 2013 23,954 93,542,001 8,705,958 84,836,043 9.31% 363 140 CITY OF CHANHASSEN, MINNESOTA PLEDGED REVENUE COVERAGE Last Ten Fiscal Years Table 13 Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements. IEW Improvement Bonds Special Fiscal Assessment Debt Service Year Collections Principal Interest Coverage 2004 $2,262,731 $3,765,000 $110,118 0.584 2005 1,113,922 870,000 139,059 1.104 2006 1,922,944 755,000 103,813 2.239 2007 3,922,517 755,000 360,852 3.515 2008 623,891 1,300,000 287,727 0.393 2009 540,148 1,220,000 142,963 0.396 2010 790,422 1,050,000 230,084 0.617 2011 1,242,038 330,000 185,733 2.408 2012 1,527,253 595,000 178,115 1.975 2013 3,193,076 970,000 164,220 2.815 Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements. IEW CITY OF CHANHASSEN, MINNESOTA DEMOGRAPHIC AND ECONOMIC STATISTICS Last Ten Fiscal Years Table 14 Sources: (')Federal Census Data and Chanhassen Planning Department (2) State of Minnesota, Department of Employment and Economic Development (3)U. S. Department of Commerce, Bureau of Economic Analysis (a) Information not available Note: Information pertaining to Chanhassen Personal Income and Per Capita Personal Income is not available, information for Carver County was included instead. 142 Carver County Carver County Chanhassen Carver County Personal Per Capita Fiscal Chanhassen Unemployment Unemployment Income Personal Year Population(l) Rate (2) Rate (2) (Thousands)(3) Income(3) 2004 23,431 3.2% 3.9% $3,557,756 44,211 2005 23,864 2.6% 3.4% 3,841,268 46,137 2006 23,889 2.7% 3.3% 4,130,449 48,221 2007 24,321 3.1% 4.0% 4,583,177 52,517 2008 24,481 4.0% 5.0% 4,847,174 54,578 2009 24,699 6.0% 7.4% 4,643,449 51,456 2010 22,952 5.2% 6.6% 4,964,078 54,342 2011 23,179 4.3% 5.7% 5,447,800 58,789 2012 23,484 4.7% 5.2% 5,666,282 60,468 2013 23,954 4.4% 4.7% (a) (a) Sources: (')Federal Census Data and Chanhassen Planning Department (2) State of Minnesota, Department of Employment and Economic Development (3)U. S. Department of Commerce, Bureau of Economic Analysis (a) Information not available Note: Information pertaining to Chanhassen Personal Income and Per Capita Personal Income is not available, information for Carver County was included instead. 142 CITY OF CHANHASSEN, MINNESOTA PRINCIPAL EMPLOYERS Current Year and Seven Years Ago(l) Employer Employees Rosemount Inc 1,667 Instant Web Companies 1,043 Lifetime Fitness 899 RR Donnelley 368 Eastern Carver County Schools 350 General Mills 300 Chanhassen Dinner Theatres 252 Minnesota Landscape Arboretum 242 Byerly's 180 Exlar Corporation 180 Super Value Headquarters Entegris ABC/Lyman Lumber Total 5,481 2013 2006 Table 15 4,917 Source: Survey by City Administration and Finance Departments (1)Principal employer information prior to 2006 is not available (2)The statistic for total City employment is not available, therefore the percentage represents the percentage of the top ten listed. 143 Percentage Percentage of Total City of Total City Rank Employment(2) Employees Rank Employment(2) 1 30.4% 1,200 l 24.4% 2 19.0% 548 4 11.1% 3 16.4% - - - 4 6.7% 324 6 6.6% 5 6.4% - - - 6 5.5% 600 3 12.2% 7 4.6% 300 7 6.1% 8 4.4% 240 9 4.9% 9 3.3% 280 8 5.7% 9 3.3% - - - - 900 2 18.3% - 350 5 7.1% - 175 10 3.6% 4,917 Source: Survey by City Administration and Finance Departments (1)Principal employer information prior to 2006 is not available (2)The statistic for total City employment is not available, therefore the percentage represents the percentage of the top ten listed. 143 CITY OF CHANHASSEN, MINNESOTA FULL -TIME EQUIVALENT CITY GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAM Last Ten Fiscal Years Total Source: City Finance Department 144 68 68 69 Full -Time Equivalent Employees as of December 31, Function/Program 2004 2005 2006 General government 12 12 12 Public safety 3 3 3 Public works 24 25 26 Parks & recreation 11 11 11 Community development 18 17 17 Total Source: City Finance Department 144 68 68 69 Table 16 Full -Time Equivalent Employees as of December 31, 2007 2008 2009 2010 2011 2012 2013 13 13 13 13 13 13 13 3 3 3 3 3 3 3 26 26 26 26 26 26 26 11 11 11 11 11 11 11 16 16 16 15 15 14 14 69 69 69 68 68 67 67 145 CITY OF CHANHASSEN, MINNESOTA OPERATING INDICATORS BY FUNCTION/PROGRAM Last Ten Fiscal Years Function/Program Building: Total permits issued Total estimated value Election: Registered voters Fire: Average number of employees General government: Area of city - square miles Average number of permanent full -time employees (excluding fire department) Police: Average number of employees Number of major crimes Water: Number of customers Daily average consumption - gallons Plant capacity - gallons Source: Various City Departments 146 Fiscal Year 2004 2005 2006 2,651 2,884 3,165 $97,333,708 $71,357,132 $106,223,825 15,632 15,632 15,319 43 43 44 23.78 23.78 23.78 68 68 69 11 13 13 1,288 1,068 1,297 6,710 6,872 6,752 2,718,599 2,571,843 3,163,864 8,500,000 8,650,000 8,650,000 Table 17 Fiscal Year 2007 2008 2009 2010 2011 2012 2013 1,202 1,013 702 3,013 2,838 2,608 2,910 3,397 3,285 3,201 $125,865,426 $124,885,965 $67,811,817 $65,046,933 $82,991,029 $83,531,808 $89,370,069 15,319 16,544 16,544 15,326 15,326 16,916 16,916 44 45 45 45 47 48 48 23.78 23.78 23.78 23.78 23.78 23.78 23.78 69 69 69 68 68 67 67 13 14 15 15 15 15 15 1,202 1,013 702 647 757 777 748 6,804 7,039 7,427 7,620 7,655 7,741 7,953 3,031,400 3,200,000 3,642,410 2,698,559 2,257,542 2,570,349 2,876,383 8,650,000 8,650,000 8,650,000 8,650,000 8,650,000 8,650,000 8,650,000 147 CITY OF CHANHASSEN, MINNESOTA CAPITAL ASSET STATISTICS BY FUNCTION/PROGRAM Last Ten Fiscal Years Function/Program Fire: Number of stations Parks and recreation: Acres of parks Acres of open space Number of shelter buildings Number of playgrounds Number of swimming beaches Number of tennis courts Number of outdoor pickleball courts Police: Number of stations Public works: Miles of streets Miles of sidewalks Miles of trails Sewer: Miles of storm sewers Miles of sanitary sewers Number of lift stations Water: Miles of watermains Number of wells 148 Fiscal Year 2004 2005 2006 2 2 2 375 375 375 300 365 365 3 3 3 25 25 25 4 4 4 17 17 17 1 1 1 95.7 102.5 103.8 21.0 24.7 25.5 42.0 42.0 43.0 61.0 62.7 64.2 115.1 115.4 116.9 30 30 31 120.1 120.8 123.4 7 8 10 2007 2 383 434 3 26 6 17 Fiscal Year 2008 2009 2010 2011 2 2 2 383 383 396 434 434 434 3 4 4 26 26 26 6 6 5 17 17 17 2 396 489 4 26 5 17 1 1 1 1 1 106.2 107.0 110.9 111.9 112.0 26.9 28.4 31.1 31.9 31.9 47.2 53.0 53.6 53.6 56.1 66.2 67.1 69.5 71.0 74.5 119.6 120.8 123.0 123.6 123.7 31 31 31 31 31 126.0 129.6 135.1 136.8 137.8 11 12 12 12 12 149 Table 18 2012 2013 2 401 503 4 26 5 15 2 1 112.6 31.9 56.4 75.3 123.9 31 138.0 12 2 401 503 4 27 5 15 3 1 113.5 31.9 58.6 76.5 124.3 31 139.1 12 - This page intentionally left blank - 150 M OTHER WF®RMATION (UNAUDITED) 151 CITY OF CHANHASSEN, NUNNESOTA COMBINED SCHEDULE OF INDEBTEDNESS December 31, 2013 General improvement bonds: G.O. Improvement Bonds, Series 2009A 3.00% 06/03/09 02/01/17 G.O. Street Reconstruction, Series 2010 0.65 % -1.20% 07/22/10 06/15/13 Total general improvement bonds Enterprise Fund debt: G.O. Water Revenue Bonds, Series 2004B 4.00 % -4.50% 08/10/04 Final G.O. Water Revenue Bonds, Series 2005B Interest Issue Maturity Bonded indebtedness: Rates Date Date General obligation bonds: 2.00 % -3.00% 10/06/11 02/01/25 G.O. Capital Improvement Plan Bonds, Series 2008A 4.00 % -4.60% 11/18/08 02/01/30 G.O. Library Refunding Bonds, Series 2010A 2.00 % -3.10% 01/27/10 02/01/22 Total general obligation bonds Tax increment bonds: G.O. Tax Increment Refunding Bonds, Series 2004C 3.00 % -6.00% 08/10/04 02/01/21 General improvement bonds: G.O. Improvement Bonds, Series 2009A 3.00% 06/03/09 02/01/17 G.O. Street Reconstruction, Series 2010 0.65 % -1.20% 07/22/10 06/15/13 Total general improvement bonds Enterprise Fund debt: G.O. Water Revenue Bonds, Series 2004B 4.00 % -4.50% 08/10/04 02/01/25 G.O. Water Revenue Bonds, Series 2005B 3.75 % -3.90% 11/16/05 02/01/21 G.O. Water Revenue Bonds, Series 2011A 0.30 % -2.15% 10/06/11 02/01/22 G.O. Water Revenue Refunding Bonds, Series 2011B 2.00 % -3.00% 10/06/11 02/01/25 G.O. Water and Sewer Revenue Bonds, Series 2012A 1.00 % -1.55% 11/15/12 02/01/23 Total Enterprise Fund debt Total City bonded indebtedness 152 Exhibit 1 Prior Years Payable 2013 Payable Principal Original January 1, 6,020,000 December 31, Due in Issue Payments 2013 Issued Payments 2013 2013 $7,550,000 $505,000 $7,045,000 $ - $265,000 $6,780,000 $275,000 3,660,000 - 3,660,000 - 285,000 3,375,000 330,000 11,210,000 505,000 10,705,000 0 550,000 10,155,000 605,000 1,170,000 395,000 775,000 - 70,000 705,000 70,000 6,020,000 600,000 5,420,000 - 200,000 5,220,000 3,515,000 1,540,000 770,000 770,000 - 770,000 - - 7,560,000 1,370,000 6,190,000 0 970,000 5,220,000 3,515,000 7,930,000 2,085,000 5,845,000 - 340,000 5,505,000 3,930,000 5,465,000 1,785,000 3,680,000 - 3,680,000 - - 5,920,000 - 5,920,000 - 220,000 5,700,000 645,000 3,720,000 - 3,720,000 - - 3,720,000 - 1,245,000 - 1,245,000 - - 1,245,000 115,000 24,280,000 3,870,000 20,410,000 0 4,240,000 16,170,000 4,690,000 $45,760,000 $6,910,000 $38,850,000 $ - $6,600,000 $32,250,000 $8,880,000 153 CITY OF CHANHASSEN, MINNESOTA DEBT SERVICE PAYMENTS TO MATURITY GENERAL OBLIGATION BONDS - GOVERNMENTAL ACTIVITIES December 31, 2013 Exhibit 2 154 G.O. Tax G.O. Capital G.O. Library Increment G.O. Improvement Refunding Refunding Improvement Plan Bonds, Bonds Bonds, Bonds, Series 2008A Series 2010A Series 2004C Series 2009A Total Bonds payable $6,780,000 $3,375,000 $705,000 $5,220,000 $16,080,000 Future interest payable 2,846,421 471,993 175,903 181,800 3,676,117 $9,626,421 $3,846,993 $880,903 $5,401,800 $19,756,117 Payments to maturity: 2014 $559,368 $420,805 $107,775 $3,618,875 $4,706,823 2015 558,168 423,680 109,005 592,900 1,683,753 2016 556,568 420,543 109,895 591,175 1,678,181 2017 559,468 425,830 110,440 598,850 1,694,588 2018 561,768 424,880 110,580 - 1,097,228 2019 558,484 433,480 110,308 - 1,102,272 2020 564,423 431,630 109,600 - 1,105,653 2021 564,468 429,480 113,300 - 1,107,248 2022 563,705 436,665 - - 1,000,370 2023 567,014 - - - 567,014 2024 569,270 - - - 569,270 2025 570,454 - - - 570,454 2026 570,545 - - - 570,545 2027 574,413 - - - 574,413 2028 572,035 - - - 572,035 2029 578,275 - - - 578,275 2030 577,995 - - - 577,995 $9,626,421 $3,846,993 $880,903 $5,401,800 $19,756,117 154 CITY OF CHANHASSEN, MINNESOTA DEBT SERVICE PAYMENTS TO MATURITY GENERAL OBLIGATION REVENUE BONDS December 31, 2013 Exhibit 3 G.O. Water G.O. Water G.O. Water G.O. Water & $128,715 Revenue Revenue Revenue Sewer Revenue 106,000 Bonds, Series Bonds, Series Bonds, Series Bonds, Series 718,501 2004B 2011A 2011B 2012A Total Bonds payable $5,505,000 $5,700,000 $3,720,000 $1,245,000 $16,170,000 Future interest payable 362,094 389,687 921,100 79,443 1,752,324 $5,867,094 $6,089,687 $4,641,100 $1,324,443 $17,922,324 Payments to maturity: 2014 $4,158,854 $715,850 $106,000 $128,715 $5,109,419 2015 426,840 722,923 106,000 132,540 1,388,303 2016 426,740 718,501 135,700 131,340 1,412,281 2017 425,840 722,060 135,100 130,140 1,413,140 2018 428,820 728,813 134,500 133,915 1,426,048 2019 - 733,663 569,500 132,665 1,435,828 2020 - 731,758 567,600 131,321 1,430,679 2021 - 738,163 572,900 134,758 1,445,821 2022 - 277,956 572,675 133,003 983,634 2023 - - 576,925 136,046 712,971 2024 - - 580,575 - 580,575 2025 - - 583,625 - 583,625 $5,867,094 $6,089,687 $4,641,100 $1,324,443 $17,922,324 155 CITY OF CHANHASSEN, MINNESOTA SCHEDULE OF DEFERRED TAX LEVIES December 31, 2013 Exhibit 4 156 G.O. Library G.O. Capital Total Improvement G.O. Street Total Total Years of Bonds Improvement General Refunding Reconstruction General Deferred Levy/ of 2002A/ Plan Bonds Bonded Bonds Bonds Improvement Tax Collection 2010A of 2008A Debt of 2009A of 2010 Bonds Levies 2013/2014 $448,880 $592,100 $1,040,980 $233,800 $444,410 $678,210 $1,719,190 2014/2015 446,098 590,600 1,036,698 232,300 55,000 287,300 1,323,998 2015/2016 452,792 594,000 1,046,792 240,700 - 240,700 1,287,492 2016/2017 451,952 596,700 1,048,652 - - 1,048,652 2017/2018 461,297 593,600 1,054,897 - - 1,054,897 2018/2019 459,512 600,300 1,059,812 - - 1,059,812 2019/2020 457,412 600,800 1,058,212 - - - 1,058,212 2020/2021 465,497 600,400 1,065,897 - - - 1,065,897 2021/2022 - 604,500 604,500 - - - 604,500 2022/2023 - 607,400 607,400 - - - 607,400 2023/2024 - 609,200 609,200 - - - 609,200 2024/2025 - 609,900 609,900 - - - 609,900 2025/2026 - 614,600 614,600 - - - 614,600 2026/2027 - 612,700 612,700 - - - 612,700 2027/2028 - 620,100 620,100 - - - 620,100 2028/2029 - 620,600 620,600 - - - 620,600 $3,643,440 $9,667,500 $13,310,940 $706,800 $499,410 $1,206,210 $14,517,150 156 O C w d Q d a� oa W ,�+ W U J c� n' c; m rS, Q N U C c U a-J 4--J fi c— < Qo E U W Q W0 .N U W a f) . 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