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2021 Annual Financial ReportAn Annual Comprehensive Financial Report For the Fiscal Year Ended December 31, 2021 City of Chanhassen, Minnesota - This page intentionally left blank - ANNUAL COMPREHENSIVE FINANCIAL REPORT OF THE CITY OF CHANHASSEN, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2021 Finance Department Kelly Strey, 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 Page Reference No. I. INTRODUCTORY SECTION Letter of Transmittal 3 Certificate of Achievement 7 Organization Chart 8 Organization 9 II. FINANCIAL SECTION Independent Auditor's Report 13 Management's Discussion and Analysis 19 Basic Financial Statements: Government-Wide Financial Statements: Statement of Net Position Statement 1 35 Statement of Activities Statement 2 36 Fund Financial Statements: Balance Sheet - Governmental Funds Statement 3 38 Statement of Revenues, Expenditures and Changes in Fund Balances - Governmental Funds Statement 4 39 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities Statement 5 40 Statement of Net Position - Proprietary Funds Statement 6 41 Statement of Revenues, Expenses and Changes in Fund Net Position - Proprietary Funds Statement 7 42 Statement of Cash Flows - Proprietary Funds Statement 8 43 Notes to Financial Statements 45 Required Supplementary Information: Budgetary Comparison Schedule - General Fund Statement 9 90 Schedule of Changes in the City's Total OPEB Liability and Related Ratios Statement 10 96 Schedule of Proportionate Share of Net Pension Liability - General Employees Retirement Fund Statement 11 97 Schedule of Pension Contributions - General Employees Retirement Fund Statement 12 98 Schedule of Proportionate Share of Net Pension Liability - Public Employees Police and Fire Fund Statement 13 99 Schedule of Pension Contributions - Public Employees Police and Fire Fund Statement 14 100 Schedule of Changes in the Net Pension Liability and Related Ratios - Chanhassen Fire Department Relief Association Statement 15 101 Schedule of Contributions - Chanhassen Fire Department Relief Association Statement 16 102 Notes to RSI 103 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 17 114 Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Governmental Funds Statement 18 115 Subcombining Balance Sheet - Nonmajor Special Revenue Funds Statement 19 118 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Special Revenue Funds Statement 20 119 Subcombining Balance Sheet - Nonmajor Debt Service Funds Statement 21 122 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Debt Service Funds Statement 22 123 Subcombining Balance Sheet - Nonmajor Capital Project Funds Statement 23 126 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Capital Project Funds Statement 24 128 Special Revenue Funds: Schedules of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual: Contribution Fund Statement 25 131 Cemetery Fund Statement 26 132 CATV Statement 27 133 III. STATISTICAL SECTION (UNAUDITED) Financial Trends: Net Position by Component Table 1 138 Changes in Net Position Table 2 140 Fund Balances - Governmental Funds Table 3 144 Changes in Fund Balances - Governmental Funds Table 4 146 Revenue Capacity: Tax Capacity Value and Estimated Market Value of Taxable Property Table 5 148 Direct and Overlapping Property Tax Capacity Rates Table 6 150 Principal Property Taxpayers Table 7 151 Property Tax Levies and Collections Table 8 153 Debt Capacity: Ratios of Outstanding Debt by Type Table 9 154 Ratios of General Bonded Debt Outstanding Table 10 156 Direct and Overlapping Governmental Activities Debt Table 11 157 Legal Debt Margin Information Table 12 158 Pledged Revenue Coverage Table 13 159 CITY OF CHANHASSEN, MINNESOTA TABLE OF CONTENTS Page Reference No. Demographic and Economic: Demographic and Economic Statistics Table 14 160 Principal Employers Table 15 161 Operating Information: Full-Time Equivalent City Government Employees by Function/Program Table 16 162 Operating Indicators by Function/Program Table 17 164 Capital Asset Statistics by Function/Program Table 18 166 Combined Schedule of Indebtedness Exhibit 1 170 Debt Service Payments to Maturity: General Obligation Bonds - Governmental Activities Exhibit 2 172 General Obligation Revenue Bonds Exhibit 3 173 Schedule of Deferred Tax Levies Exhibit 4 174 IV. OTHER INFORMATION (UNAUDITED) - This page intentionally left blank - I. INTRODUCTORY SECTION 1 - This page intentionally left blank - 2 May 31, 2022 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, 2021 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 set 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. Reporting Entity and Its Services This report includes all funds and departments of the City (the primary government) and its component unit. The City provides a full range of services to its residents and businesses including general government, public safety (police and fire protection), public works (engineering, streets, and equipment maintenance), parks and recreational activities, and community development. In addition to general municipal services, the City provides water and sanitary sewer service and oversight (through licensing) of the refuse and recycling services. In accordance with the reporting entity definition of the Governmental Accounting Standards Board, the City has included the Chanhassen Economic Development Authority (EDA) in these financial statements as a blended component unit. The EDA is 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 the City. The Western Area Fire Training Association (WAFTA) is governed by an eleven-person board comprised of one member appointed by each jurisdiction who is a party to the joint powers agreement. Although the City is jointly responsible for the maintenance and cleanup 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 Minnesota, are governed independently by their own elected board members. They levy their own taxes and prepare their own financial reports. Accordingly, they are excluded from this report. 3 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 semi-annual 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, 2021, the maturities of the investments range from 1 day to 10 years, with an average maturity of 1.9 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, 2021 was .99%. 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 23.79 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, 2021 was 26,271. Chanhassen’s residential permits were higher in 2021 as compared to 2020. In 2020, there were 68 residential permits as compared to 98 in 2021. The total value of all permits and plan checks in 2021 was $160,438,828. The City anticipates a continuous uptick in residential permits in the coming years and more diversity in housing types, including apartments, townhouses and senior housing. Retail/commercial services and restaurants continue to be in demand. The 118 acre Lifestyle Center, which includes over 500,000 square feet of office and retail space and 800 housing units (including detached townhouses, senior housing and apartments) was approved in 2017. They currently have one housing project under construction, with others in process. Commercial and industrial remodeling and expansion continues the reinvestment into the community. 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. 4 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 The City expanded its long-term financial planning in 2021 to prepare multi-year financial plans for each of its funds for the 2022 annual budget. The plans include projections of revenues, expenditures, fund balance and cash balance for a minimum of five years as well as a comparison to historical actual results and the current budget. A narrative describes the fund, background, sources and uses of funds, assumptions, and challenges for the future. These plans form the foundation for making budget decisions for the City’s resources. The plans will be updated each year and are included in the annual budget. The City is committed to preserving the value of the community’s over $150 million capital asset investment. The City prepares annual 5-year capital improvements plan for additions to and replacements of the City’s infrastructure and capital assets. The City has dedicated a franchise fee revenue as a funding source for the replacement of the City’s 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. In 2021 the City began a facilities study to evaluate the current condition and long-term replacement needs of the City’s facilities. The study evaluated current condition, maintenance planning and future needs. The results will be incorporated into the 2023 budget and capital improvement plan. 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 for the fiscal year ended December 31, 2020. 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 comprehensive annual financial report 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 nine consecutive years (fiscal years ended 1992 – 2020). 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. 5 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 Redpath and Company, LTD for their assistance in preparing this report. Respectfully submitted, Kelly Strey, Finance Director 6 Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to City of Chanhassen Minnesota For its Annual Comprehensive Financial Report For the Fiscal Year Ended December 31, 2020 Executive Director/CEO 7 City of Chanhassen, Minnesota Organization Chart Citizens Administration Mayor - Council Environmental Commission Planning Commission Senior Commission Park & RecreationPark & Recreation Commission Economic Development Authority Finance Law Enforcement & Fire Administration Public Works Community Development Parks and Recreation 8 CITY OF CHANHASSEN, MINNESOTA ORGANIZATION December 31, 2021 Term Expires Mayor: Elise Ryan 12/31/2022 Council Members: Lucy Rehm 12/31/2024 Jerry McDonald 12/31/2022 Haley Schubert 12/31/2024 Dan Campion 12/31/2022 City Manager: Laurie Hokkanen Appointed Finance Director: Kelly Strey Appointed Community Development Director: Kathryn Aanenson Appointed Public Works Director/City Engineer: Charles Howley Appointed Parks and Recreation Director: Jerry Reugemer Appointed 9 - This page intentionally left blank - 10 II. FINANCIAL SECTION 11 - This page intentionally left blank - 12 55 5th Street East, Suite 1400, St. Paul, MN, 55101 www.redpathcpas.com INDEPENDENT AUDITOR'S REPORT To the Honorable Mayor and Members of the City Council City of Chanhassen, Minnesota Report on the Audit of the Financial Statements Opinions 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, as of and for the year ended December 31, 2021, 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. In our opinion, the accompanying financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Chanhassen, Minnesota, as of December 31, 2021, 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. Basis for Opinions We conducted our audit in accordance with auditing standards generally accepted in the United States of America Generally Accepted Auditing Standards and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the City of Chanhassen, Minnesota and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. 13 Report on Summarized Comparative Information We have previously audited the City of Chanhassen, Minnesota’s 2020 financial statements, and we expressed unmodified audit opinions 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 June 9, 2021. In our opinion, the summarized comparative information presented herein as of and for the year ended December 31, 2020 is consistent, in all material respects, with the audited financial statements from which it has been derived. Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about City of Chanhassen, Minnesota’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. Auditor’s Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with Generally Accepted Auditing Standards and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. 14 In performing an audit in accordance with Generally Accepted Auditing Standards and Governmental Auditing Standards, we:  Exercise professional judgment and maintain professional skepticism throughout the audit.  Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements.  Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of City of Chanhassen, Minnesota's internal control. Accordingly, no such opinion is expressed.  Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements.  Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about City of Chanhassen, Minnesota's ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control related matters that we identified during the audit. Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis, the budgetary comparison schedule, and the schedules of OPEB and pension information, as listed in the table of contents, be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. 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. 15 Supplementary 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 combining and individual fund financial statements and schedules are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual fund financial statements and schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. Other Information Management is responsible for the other information included in the annual report. The other information comprises the introductory, statistical section and other information but does not include the basic financial statements and our auditor's report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon. In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. 16 Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated May 31, 2022 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 solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City of Chanhassen, Minnesota 's internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City of Chanhassen, Minnesota’s internal control over financial reporting and compliance. REDPATH AND COMPANY, LTD. St. Paul, Minnesota May 31, 2022 17 - This page intentionally left blank - 18 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, 2021. 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 and deferred outflows of the City exceeded its liabilities and deferred inflows at the close of the most recent fiscal year by $156,326,694 (net position). Of this amount, $28,376,164 (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 $4,997,158. As of the close of the current fiscal year, governmental funds reported combined ending fund balances of $16,844,059. Of this amount, $1,056,768 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 $7,989,515. Of that amount, $69,953 was in a nonspendable form and the remaining $7,919,562 was unassigned. Total debt decreased by $2,311,480 during the current fiscal year, from $33,371,888 to $31,060,408. Please refer to the Capital Asset and Debt Administration portion of this analysis for detailed information regarding the City’s debt. 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. 19 Management’s Discussion and Analysis The statement of net position presents information on all of the City’s assets, deferred outflows of resources, liabilities, and deferred inflows of resources, with the difference 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. 20 Management’s Discussion and Analysis The City maintains three 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  Revolving Assessment Fund  TH101 Improvements – Pioneer to Flying Cloud 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, Cemetery and CATV special revenue funds. Budgetary comparison statements have 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. 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 8 of this report. Other information. The combining statements referred to earlier in connection with nonmajor governmental funds are presented immediately following the required supplementary information. Combining and individual fund financial statements and schedules can be found on Statements 17 through 27 of this report. 21 Management’s Discussion and Analysis Government-Wide Financial Analysis As noted earlier, net position may serve over time as a useful indicator of a government's financial position. Assets plus deferred outflows of resources exceeded liabilities plus deferred inflows of resources by $156,326,694 at the close of the most recent fiscal year. The largest portion of the City’s net position ($126,929,970, or 81%) 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 2021 2020 2021 2020 2021 2020 Assets: Current and other assets $26,859,081 $23,095,175 $18,593,242 $19,873,878 $45,452,323 $42,969,053 Other noncurrent assets - - - 179,893 - 179,893 Capital assets 74,773,946 77,468,634 81,676,826 77,515,811 156,450,772 154,984,445 Total assets 101,633,027 100,563,809 100,270,068 97,569,582 201,903,095 198,133,391 Total deferred outflows of resources 2,444,527 638,859 516,631 76,590 2,961,158 715,449 Liabilities: Long-term liabilities outstanding 9,040,482 10,056,602 27,118,843 29,616,581 36,159,325 39,673,183 Other liabilities 7,987,711 6,367,384 593,753 719,555 8,581,464 7,086,939 Total liabilities 17,028,193 16,423,986 27,712,596 30,336,13 6 44,740,789 46,760,122 Total deferred inflows of resources 3,149,306 716,333 647,464 42,849 3,796,770 759,182 Net position: Net investment in capital assets 70,860,083 73,063,927 56,069,887 55,526,666 126,929,970 128,590,593 Restricted 1,020,560 1,629,219 - - 1,020,560 1,629,219 Unrestricted 12,019,412 9,369,203 16,356,752 11,740,521 28,376,164 21,109,724 Total net position $83,900,055 $84,062,349 $72,426,639 $67 ,267,187 $156,326,694 $151,329,536 Governmental Activities Business-Type Activities Totals $1,020,560 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 ($28,376,164) 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. 22 Management’s Discussion and Analysis Governmental Activities Total net position of the governmental activities decreased $162,294 or 0.20%. The most significant components of change in net position are as follows:  Net investment in capital assets decreased $2,203,844. This decrease was due to scheduled bond payments, offset by current year depreciation exceeding capital asset additions.  Restricted net position decreased $608,659. This decrease occurred due to use of capital fund reserve funds for park improvements.  Unrestricted net position increased $2,650,209 resulting from a shift in net position into this category from restricted net position. Business-Type Activities The total net position of the City’s business-type activities increased by $5,159,452 primarily due capital asset contributions. Unrestricted net position increased $4,616,231. 23 Management’s Discussion and Analysis City of Chanhassen, Minnesota's Changes in Net Position 2021 2020 2021 2020 2021 2020 Revenues: Program revenues: Charges for services $5,603,524 $4,392,983 $9,312,636 $7,877,852 $14,916,160 $12,270,835 Operating grants and contributions 6,047,214 14,970,473 38,380 39,552 6,085,594 15,010,025 Capital grants and contributions 4,683,258 4,066,959 8,513,319 2,084,681 13,196,577 6,151,640 General revenues: General property taxes 12,075,260 11,745,709 - - 12,075,260 11,745,709 Tax increment collections 279,653 236,485 - - 279,653 236,485 Grants and contributions not restricted to specific programs 311 - - - 311 - Unrestricted investment earnings (22,856) 368,168 (78,079) 390,604 (100,935) 758,772 Gain on sale of capital assets 84,387 - - 1,795 84,387 1,795 Total revenues 28,750,751 35,780,777 17,786,256 10,394,484 46,537,007 46,175,261 Expenses: General government 3,545,101 3,503,418 - - 3,545,101 3,503,418 Public safety 4,055,112 3,975,838 - - 4,055,112 3,975,838 Public works 17,282,830 25,142,224 - - 17,282,830 25,142,224 Parks and recreation 2,957,867 2,704,009 - - 2,957,867 2,704,009 Community development 814,146 754,205 - - 814,146 754,205 Interest and fees on long-term debt 72,195 107,993 - - 72,195 107,993 Water - - 5,245,018 4,908,477 5,245,018 4,908,477 Sewer - - 5,025,866 4,312,195 5,025,866 4,312,195 Surface water management - - 2,541,714 1,694,090 2,541,714 1,694,090 Total expenses 28,727,251 36,187,687 12,812,598 10,914,762 41,539,849 47,102,449 Increase (decrease) in net position before transfers 23,500 (406,910) 4,973,658 (520,278) 4,997,158 (927,188) Transfers (185,794) 239,676 185,794 (239,676) - - Change in net position (162,294) (167,234) 5,159,452 (759,954) 4,997,158 (927,188) Net position - beginning 84,062,349 84,229,583 67,267,187 68,027,141 151,329,536 152,256,724 Net position - ending $83,900,055 $84,062,349 $72,426,639 $67,267,187 $156,326,694 $151,329,536 Governmental Activities Business-Type Activities Totals 24 Management’s Discussion and Analysis Governmental Activities Revenues Revenues for the governmental activities decreased by $7,030,026, or 20%. This decrease is largely due to reimbursements related to the Highway 101 construction project and COVID-19 relief funds received in 2020. Expenses Expenses for the governmental activities decreased by $7,460,436, or 21%. This decrease was largely due to construction costs related to the Highway 101 construction project. Below are specific graphs which provide comparisons of the governmental activities revenues and expenses: Charges for services 19% Operating grants and contributions 22% Capital grants and contributions 16% Property taxes 43% Other 0% Governmental Activities - Revenues 25 Management’s Discussion and Analysis General government 12% Public safety 14% Public works 61% Parks and recreation 10% Community development 3% Governmental Activities - Expenses Business-Type Activities Revenues Revenues for the business-type activities increased by $7,391,772, or 71%. The increase was primarily due to an increase in connection charges and contributions of capital assets. Expenses Expenses for business-type activities increased by $1,897,836, or 17%. The increase was primarily due to increased maintenance expense in the current year. 26 Management’s Discussion and Analysis Below are specific graphs showing the business-type activities revenue and expense comparisons: Charges for services 52% Capital grants and contributions 48% Unrestricted investment earnings 0% Business-Type Activities - Revenue Water 41% Sewer 39% Surface water management 20% Business-Type Activities - Expenses 27 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 $16,844,059. Approximately 6% of this total amount ($1,056,768) constitutes fund balance restricted by external constraints established by creditors, grantors, contributors, or by state statutory provisions. $70,643 of fund balance is not in a spendable form, $7,819,511 has been assigned, and $7,897,137 is unassigned. The General Fund balance increased by $1,240,749 in 2021. The increase was primarily due to an increase in permit revenues. The Revolving Assessment Fund balance increased by $589,682. The increase was due to increased franchise fee revenue and special assessment payments. The TH101 Improvements – Pioneer to Flying Cloud Fund balance increased $9,100 in 2021. The nonmajor special revenue funds decreased by $26,826. The decrease was largely in the Cable TV fund resulting from using reserve funds for current expenditures. The nonmajor debt service funds decreased by $199,231. The decrease was primarily due to the transfers out of funds to the sewer fund. The nonmajor capital project funds decreased by $47,732. The decrease was primarily due to the use of Park Acquisition and Development reserve funds for capital outlay expenditures. 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 $6,801,185 (Water), $7,078,219 (Sewer) and $2,477,348 (Surface Water Management). Net position in the Water Fund increased by $2,677,535. The increase was due to capital contributions and high connection charge revenue. Net position in the Sewer Fund increased by $1,130,998. The increase was due to capital contributions and high connection charge revenue. Net position in the Surface Water Management Fund increased by $1,350,919. The increase was mainly due to capital contributions. 28 Management’s Discussion and Analysis Budgetary Highlights General Fund There was one budget amendment to General Fund expenditures in 2021 to increase the M.I.S. budget by $400,000. Budgetary Variances – Revenues The positive General Fund revenue variance of $986,853 was primarily due to building permit revenue exceeding budget. Budgetary Variances – Expenditures Expenditures for the General Fund had a positive variance of $743,896. This was primarily due to personal services and police contract services being below budget. 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, 2021 amounts to $156,450,772 (net of accumulated depreciation). This investment in capital assets includes land, easements, buildings, infrastructure, machinery, and equipment. 29 Management’s Discussion and Analysis City of Chanhassen, Minnesota’s Capital Assets (Net of Depreciation) Beginning Ending Primary Government Balance Increase Decrease Balance Governmental activities: Capital assets not being depreciated: Land $19,912,318 $2,000 $ - $19,914,318 Construction in progress 817,303 594,867 - 1,412,170 Permanent easements 2,021,856 174,136 (514,963) 1,681,029 Total capital assets not being depreciated 22,751,477 771,003 (514,963) 23,007,517 Capital assets being depreciated: Buildings and structures 24,812,815 - - 24,812,815 Machinery and equipment 10,025,413 216,981 (523,082) 9,719,312 Other improvements 9,455,414 3,087,139 (50,188) 12,492,365 Infrastructure 123,791,209 464,918 (32,660) 124,223,467 Temporary easements 4,762,253 - - 4,762,253 Total capital assets being depreciated 172,847,104 3,769,038 (605,930) 176,010,212 Less accumulated depreciation for: Buildings and structures 10,083,155 620,160 - 10,703,315 Machinery and equipment 6,163,794 1,990,335 (447,042) 7,707,087 Other improvements 4,845,644 551,581 (44,154) 5,353,071 Infrastructure 94,926,311 397,429 (32,138) 95,291,602 Temporary easements 2,111,043 3,077,665 - 5,188,708 Total accumulated depreciation 118,129,947 6,637,170 (523,334) 124,243,783 Governmental activities capital assets - net $77,468,634 ($2,097,129) ($597,559) $74,773,946 Beginning Ending Primary Government Balance Increase Decrease Balance Business-type activities: Capital assets not being depreciated: Land $2,108,735 $1,100 $ - $2,109,835 Construction in progress 2,809,179 2,167,096 (186,817) 4,789,458 Permanent easements 2,790,572 4,457,437 - 7,248,009 Total capital assets not being depreciated 7,708,486 6,625,633 (186,817) 14,147,302 Capital assets being depreciated: Buildings and structures 28,077,579 - - 28,077,579 Machinery and equipment 2,005,434 64,625 (5,251) 2,064,808 Other improvements 120,453,201 1,428,856 - 121,882,057 Total capital assets being depreciated 150,536,214 1,493,481 (5,251) 152,024,444 Less accumulated depreciation for: Buildings and structures 3,860,806 561,611 - 4,422,41 7 Machinery and equipment 1,112,298 152,081 (5,252) 1,259,127 Other improvements 75,755,785 3,057,591 - 78,813,376 Total accumulated depreciation 80,728,889 3,771,283 (5,252) 84,494,920 Business-type activities capital assets - net 77,515,811 4,347,831 (186,816) 81,676,826 Total capital assets - net $154,984,445 $2,250,702 ($784,375) $156,450,772 Additional information on the City’s capital assets can be found in Note 5. 30 Management’s Discussion and Analysis 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 an increase in capital assets mainly due to the addition of drainage and utility easements in new developments. Long-term debt. At the end of the current fiscal year, the City had total bonds payable outstanding of $30,225,371 a decrease of $2,600,409 from 2020. The balance of the bonds payable outstanding is comprised of $3,770,000 in general obligation bonds, $25,180,000 of revenue bonds which financed capital investments for the water, sewer, and surface water management operations, and unamortized bond premiums of $1,275,371. Additional long-term debt in the amount of $929,801 for compensated absences was also outstanding at the end of 2021. 31 Management’s Discussion and Analysis City of Chanhassen, Minnesota’s Outstanding Debt 2021 2020 2021 2020 2021 2020 General obligation bonds $3,770,000 $4,130,000 $ - $ - $3,770,000 $4,130,000 Revenue bonds - - 25,180,000 27,285,000 25,180,000 27,285,000 Bond premium 143,863 159,848 1,131,508 1,250,932 1,275,371 1,410,780 Project financing 835,037 546,108 - - 835,037 546,108 Compensated absences 747,455 682,281 182,346 205,033 929,801 887,314 Total $5,496,355 $5,518,237 $26,493,854 $28,740,965 $31,990,209 $34,259,202 TotalsBusiness-Type ActivitiesGovernmental Activities 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 of Chanhassen is one of approximately 25 communities in the State of Minnesota to have an AAA bond rating from Standard & Poor’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 $146,048,763. Of the City's outstanding debt, $3,770,000 is applicable to 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. 32 BASIC FINANCIAL STATEMENTS 33 - This page intentionally left blank - 34 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF NET POSITION Statement 1 December 31, 2021 With Comparative Totals For December 31, 2020 Governmental Business-Type Activities Activities 2021 2020 Assets: Cash and investments $21,285,717 $17,037,017 $38,322,734 $31,132,561 Restricted cash - - - 5,657,940 Accrued interest receivable 52,352 38,628 90,980 158,628 Due from other governmental units 2,256,079 14,169 2,270,248 2,109,941 Accounts receivable - net 643,508 1,498,584 2,142,092 2,124,881 Property taxes receivable 217,155 - 217,155 87,260 Prepaid items 70,643 12,537 83,180 169,112 Inventories - at cost - 356,330 356,330 94,449 Internal balances 383,971 (383,971) - - Special assessments receivable 1,949,656 19,948 1,969,604 1,434,281 Receivable not expected to be collected within one year - - - 179,893 Capital assets (net of accumulated depreciation): Nondepreciable 23,007,517 14,147,302 37,154,819 30,459,963 Depreciable 51,766,429 67,529,524 119,295,953 124,524,482 Total assets 101,633,027 100,270,068 201,903,095 198,133,391 Deferred outflows of resources: Deferred outflows of resources related to other post employement benefits 15,648 5,282 20,930 16,101 Deferred outflows of resources related to pensions 2,428,879 511,349 2,940,228 699,348 Total deferred outflows of resources 2,444,527 516,631 2,961,158 715,449 Liabilities: Accounts payable 1,229,075 139,833 1,368,908 1,039,317 Due to other governmental units 153,860 68,151 222,011 1,756,380 Salaries payable 134,987 25,845 160,832 213,949 Contracts payable 2,029,835 36,627 2,066,462 1,262,143 Escrow deposits payable 2,857,935 - 2,857,935 2,294,023 Accrued interest payable 36,208 321,547 357,755 438,939 Unearned revenue 1,545,811 1,750 1,547,561 82,188 Compensated absences payable: Due within one year 91,042 22,210 113,252 138,921 Due in more than one year 656,413 160,136 816,549 748,393 Other post employment benefits payable: Due in more than one year 134,192 45,298 179,490 167,622 Bonds payable: Due within one year 370,000 2,060,000 2,430,000 2,465,000 Due in more than one year 3,543,863 24,251,508 27,795,371 30,360,780 Project financing Due within one year 145,000 - 145,000 - Due in more than one year 690,037 - 690,037 546,108 Net pension liability: Due in more than one year 3,409,935 579,691 3,989,626 5,246,359 Total liabilities 17,028,193 27,712,596 44,740,789 46,760,122 Deferred inflows of resources: Deferred inflows of resources related to other post employement benefits 52,472 17,712 70,184 75,343 Deferred inflows of resources related to pensions 3,096,834 629,752 3,726,586 683,839 Total deferred inflows of resources 3,149,306 647,464 3,796,770 759,182 Net position: Net investment in capital assets 70,860,083 56,069,887 126,929,970 128,590,593 Restricted for: Debt service 594,203 - 594,203 564,714 Park improvements 321,161 - 321,161 991,872 Tax increment 12,970 - 12,970 6,668 Other purposes 92,226 - 92,226 65,965 Unrestricted 12,019,412 16,356,752 28,376,164 21,109,724 Total net position $83,900,055 $72,426,639 $156,326,694 $151,329,536 Totals The accompanying notes are an integral part of these financial statements. 35 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF ACTIVITIES For The Year Ended December 31, 2021 With Comparative Totals For The Year Ended December 31, 2020 Program Revenues Charges For Functions/Programs Expenses Services Primary government: Governmental activities: General government $3,545,101 $2,414,388 Public safety 4,055,112 2,283,340 Public works 17,282,830 275,801 Parks and recreation 2,957,867 613,935 Community development 814,146 16,060 Interest and fees on long-term debt 72,195 - Total governmental activities 28,727,251 5,603,524 Business-type activities: Water 5,245,018 4,384,603 Sewer 5,025,866 3,469,282 Surface water management 2,541,714 1,458,751 Total business-type activities 12,812,598 9,312,636 Total primary government $41,539,849 $14,916,160 The accompanying notes are an integral part of these financial statements. 36 Statement 2 Operating Capital Grants and Grants and Governmental Business-Type Contributions Contributions Activities Activities 2021 2020 $21,151 $ - ($1,109,562) $ - ($1,109,562) $27,506 311,679 - (1,460,093) - (1,460,093) (1,505,594) 5,713,390 4,683,258 (6,610,381) - (6,610,381) (8,014,037) 994 - (2,342,938) - (2,342,938) (2,433,375) - - (798,086) - (798,086) (723,779) - - (72,195) - (72,195) (107,993) 6,047,214 4,683,258 (12,393,255) 0 (12,393,255) (12,757,272) 209 3,570,326 - 2,710,120 2,710,120 (477,691) 209 2,536,548 - 980,173 980,173 (571,540) 37,962 2,406,445 - 1,361,444 1,361,444 136,554 38,380 8,513,319 0 5,051,737 5,051,737 (912,677) $6,085,594 $13,196,577 (12,393,255) 5,051,737 (7,341,518) (13,669,949) General revenues: General property taxes 12,075,260 - 12,075,260 11,745,709 Tax increment collections 279,653 - 279,653 236,485 Grants and contributions not restricted to specific programs 311 - 311 - Unrestricted investment earnings (22,856) (78,079) (100,935) 758,772 Gain on sale of capital assets 84,387 - 84,387 1,795 Transfers (185,794) 185,794 - - Total general revenues and transfers 12,230,961 107,715 12,338,676 12,742,761 Change in net position (162,294) 5,159,452 4,997,158 (927,188) Net position - January 1 84,062,349 67,267,187 151,329,536 152,256,724 Net position - December 31 $83,900,055 $72,426,639 $156,326,694 $151,329,536 Program Revenues Net (Expense) Revenue and Changes in Net Position Totals The accompanying notes are an integral part of these financial statements. 37 CITY OF CHANHASSEN, MINNESOTA BALANCE SHEET Statement 3 GOVERNMENTAL FUNDS December 31, 2021 With Comparative Totals For December 31, 2020 605 TH101 Improvements - Other 601 Revolving Pioneer to Governmental General Fund Assessment Fund Flying Cloud Funds Assets:2021 2020 Cash and investments $11,018,821 $2,912,026 $114,467 $7,240,403 $21,285,717 $18,103,575 Accrued interest receivable 28,864 6,264 - 17,224 52,352 75,748 Due from other governmental units 209,777 733,765 1,311,253 1,284 2,256,079 2,095,437 Due from other funds 7,425 - - - 7,425 - Accounts receivable - net 24,874 464,568 - 154,066 643,508 645,807 Property taxes receivable 198,166 6,891 - 12,098 217,155 87,260 Prepaid items 69,953 - - 690 70,643 113,465 Interfund loan receivable - - - 383,971 383,971 568,962 Special assessments receivable - 1,630,440 - 319,216 1,949,656 1,404,921 Total assets $11,557,880 $5,753,954 $1,425,720 $8,128,952 $26,866,506 $23,095,175 Liabilities, Deferred Inflows of Resources, and Fund Balances Liabilities: Accounts payable $352,863 $69,143 $88,597 $718,472 $1,229,075 $909,171 Due to other governmental units 25,613 - - 128,247 153,860 1,702,402 Escrow deposits payable 2,857,935 - - - 2,857,935 2,294,023 Due to other funds - - - 7,425 7,425 - Salaries payable 132,940 - - 2,047 134,987 173,765 Contracts payable - 777,478 1,252,357 - 2,029,835 1,166,302 Unearned revenue 83,152 20,735 - 1,441,924 1,545,811 81,013 Total liabilities 3,452,503 867,356 1,340,954 2,298,115 7,958,928 6,326,676 Deferred inflows of resources: Unavailable revenue 115,862 1,628,441 - 319,216 2,063,519 1,490,182 Fund balances: Nonspendable 69,953 - - 690 70,643 113,465 Restricted - - - 1,056,768 1,056,768 1,669,927 Assigned - 3,258,157 84,766 4,476,588 7,819,511 6,809,934 Unassigned 7,919,562 - - (22,425) 7,897,137 6,684,991 Total fund balances 7,989,515 3,258,157 84,766 5,511,621 16,844,059 15,278,317 Total liabilities, deferred inflows of resources, and fund balances $11,557,880 $5,753,954 $1,425,720 $8,128,952 $26,866,506 $23,095,175 Fund balance reported above $16,844,059 $15,278,317 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.74,773,946 77,468,634 Other long-term assets are not available to pay for current period expenditures and, therefore, are reported as unavailabe revenue in the funds.2,063,519 1,490,182 Long-term liabilities, including pension related deferred outflows and inflows, are not due and payable in the current period and, therefore, are not reported in the funds (see Note 1U).(9,781,469) (10,174,784) Net position of governmental activities $83,900,055 $84,062,349 Total Governmental Funds The accompanying notes are an integral part of these financial statements. 38 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF REVENUES, EXPENDITURES AND Statement 4 CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS For The Year Ended December 31, 2021 With Comparative Totals For The Year Ended December 31, 2020 605 TH101 Improvements - Other 601 Revolving Pioneer to Governmental General Fund Assessment Fund Flying Cloud Funds Revenues:2021 2020 General property taxes $9,483,858 $930,000 $ - $1,632,800 $12,046,658 $11,800,538 Tax increment collections - - - 279,653 279,653 236,485 Licenses and permits 2,272,079 - - 336,215 2,608,294 1,574,780 Intergovernmental 385,630 913,591 5,286,361 298,264 6,883,846 18,569,329 Franchise fees - 1,857,692 - 162,120 2,019,812 1,826,255 Special assessments - 987,099 - 332 987,431 464,373 Charges for services 523,708 - - 11,900 535,608 546,809 Fines and forfeits 78,673 - - - 78,673 73,800 Investment earnings 15,664 (12,877) - (25,643) (22,856) 368,168 Contributions and donations 21,593 - - 63,143 84,736 56,101 Refunds and reimbursements 53,016 - - 31,899 84,915 88,945 Other 270,832 - - 4,600 275,432 263,202 Total revenues 13,105,053 4,675,505 5,286,361 2,795,283 25,862,202 35,868,785 Expenditures: Current: General government 2,628,898 - - 823,375 3,452,273 3,361,771 Public safety 3,821,823 - - 36,685 3,858,508 3,786,905 Public works 2,736,052 167,186 - 304,590 3,207,828 20,127,051 Parks and recreation 2,086,932 - - 160,553 2,247,485 1,854,471 Community development 590,599 - - 295,505 886,104 803,234 Capital outlay: General government - - - - - 833,034 Public safety - - - - - 387,528 Public works - 3,918,637 5,277,261 - 9,195,898 4,938,481 Parks and recreation - - - 1,183,802 1,183,802 1,121,223 Debt service: Principal - - - 360,000 360,000 1,585,000 Interest and paying agent fees - - - 92,680 92,680 143,970 Total expenditures 11,864,304 4,085,823 5,277,261 3,257,190 24,484,578 38,942,668 Revenues over (under) expenditures 1,240,749 589,682 9,100 (461,907) 1,377,624 (3,073,883) Other financing sources (uses): Sale of capital assets - - - 84,983 84,983 46,443 Project financing issued - - - 288,929 288,929 546,108 Transfers in - - - - - 2,852,877 Transfers out - - - (185,794) (185,794) (40,724) Total other financing sources (uses)0 0 0 188,118 188,118 3,404,704 Net change in fund balance 1,240,749 589,682 9,100 (273,789) 1,565,742 330,821 Fund balance - January 1 6,748,766 2,668,475 75,666 5,785,410 15,278,317 14,947,496 Fund balance - December 31 $7,989,515 $3,258,157 $84,766 $5,511,621 $16,844,059 $15,278,317 Total Governmental Funds The accompanying notes are an integral part of these financial statements. 39 CITY OF CHANHASSEN, MINNESOTA RECONCILIATION OF THE STATEMENT OF REVENUES,Statement 5 EXPENDITURES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES For The Year Ended December 31, 2021 With Comparative Totals For The Year Ended December 31, 2020 2021 2020 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)$1,565,742 $330,821 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: Capital outlay 1,723,700 7,280,266 Depreciation expense (6,637,170) (6,405,894) The net effect of various miscellaneous transactions involving capital assets (i.e. sales, trade-ins and donations) is to increase (decrease) net position. Developer contributed infrastructure 2,219,378 235,596 Transfer of capital assets to Enterprise Funds - (2,572,477) Gain (loss) on disposal/trade-ins of capital assets (596)(40,307) Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. Change in delinquent property taxes 28,602 (54,829) Change in deferred and delinquent special assessments 544,735 (303,606) The issuance of long-term debt 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. Also, governmental funds report the effects of bond premiums when the debt is first issued, whereas amounts are deferred and amortized over the life of the debt in the statement of activities. Project financing (288,929) (546,108) Repayment of principal 360,000 1,585,000 Amortization of bond premiums 15,985 15,985 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. Expenses reported in the statement of activities include the effects of the changes in these expense accruals as follows: Change in compensated absences payable (65,174)671 Change in other post employment benefits payable (1,405)50,208 Change in accrued interest payable 4,500 19,992 Governmental funds report pension contributions as expenditures, however, pension expense is reported in the statement of activities. This is the amount by which pension expense exceeds pension contributions.368,338 237,448 Change in net position of governmental activities (Statement 2)($162,294) ($167,234) The accompanying notes are an integral part of these financial statements. 40 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF NET POSITION Statement 6 PROPRIETARY FUNDS December 31, 2021 With Comparative Totals For December 31, 2020 Water Sewer Surface Water Management 2021 2020 Assets: Current assets: Cash and cash equivalents $7,607,062 $7,013,372 $2,416,583 $17,037,017 $13,028,986 Restricted cash - - - - 5,657,940 Accrued interest receivable 16,153 17,201 5,274 38,628 82,880 Due from other governmental units 1,081 85 13,003 14,169 14,504 Accounts receivable - net 583,211 625,719 289,654 1,498,584 1,479,074 Prepaid items 5,409 4,023 3,105 12,537 55,647 Water meter inventory 356,330 - - 356,330 94,449 Special assessments receivable 19,948 - - 19,948 29,360 Total current assets 8,589,194 7,660,400 2,727,619 18,977,213 20,442,840 Noncurrent assets: Receivables not expected to be collected within one year - - - - 179,893 Capital assets: Nondepreciable 7,190,463 3,572,710 3,384,129 14,147,302 7,708,486 Depreciable 82,585,076 37,019,453 32,419,915 152,024,444 150,536,214 Total capital assets 89,775,539 40,592,163 35,804,044 166,171,746 158,244,700 Less: Allowance for depreciation (37,533,493) (27,351,418) (19,610,009) (84,494,920) (80,728,889) Net capital assets 52,242,046 13,240,745 16,194,035 81,676,826 77,515,811 Total noncurrent assets 52,242,046 13,240,745 16,194,035 81,676,826 77,695,704 Total assets 60,831,240 20,901,145 18,921,654 100,654,039 98,138,544 Deferred outflows of resources: Related to other post employment benefits 2,306 1,910 1,066 5,282 4,063 Related to pensions 228,432 172,994 109,923 511,349 72,527 Total deferred outflows of resources 230,738 174,904 110,989 516,631 76,590 Liabilities: Current liabilities: Accounts payable 89,592 31,847 18,394 139,833 130,146 Due to other governmental units 5,534 62,617 - 68,151 53,978 Salaries payable 12,665 6,958 6,222 25,845 40,184 Contracts payable 34,273 - 2,354 36,627 95,841 Accrued interest payable 290,628 17,711 13,208 321,547 398,231 Unearned revenue - - 1,750 1,750 1,175 Interfund loan payable - due within one year 193,970 - - 193,970 193,593 Compensated absences payable - due within one year 9,478 7,648 5,084 22,210 32,101 Bonds payable - due within one year 1,820,000 125,000 115,000 2,060,000 2,105,000 Total current liabilities 2,456,140 251,781 162,012 2,869,933 3,050,249 Noncurrent liabilities: Other post employment benefits 19,778 16,375 9,145 45,298 42,302 Interfund loan payable 190,001 - - 190,001 375,369 Compensated absences payable 68,336 55,145 36,655 160,136 172,932 Bonds payable 21,526,577 1,602,439 1,122,492 24,251,508 26,430,932 Net pension liability 245,222 206,893 127,576 579,691 833,314 Total noncurrent liabilities 22,049,914 1,880,852 1,295,868 25,226,634 27,854,849 Total liabilities 24,506,054 2,132,633 1,457,880 28,096,567 30,905,098 Deferred inflows of resources: Related to other post employment benefits 7,734 6,402 3,576 17,712 19,014 Related to pensions 279,466 212,990 137,296 629,752 23,835 287,200 219,392 140,872 647,464 42,849 Net position: Net investment in capital assets 29,467,539 11,645,805 14,956,543 56,069,887 55,526,666 Unrestricted 6,801,185 7,078,219 2,477,348 16,356,752 11,740,521 Total net position $36,268,724 $18,724,024 $17,433,891 $72,426,639 $67,267,187 Totals The accompanying notes are an integral part of these financial statements. 41 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF REVENUES, EXPENSES AND Statement 7 CHANGES IN FUND NET POSITION PROPRIETARY FUNDS For The Year Ended December 31, 2021 With Comparative Totals For The Year Ended December 31, 2020 Water Sewer Surface Water Management 2021 2020 Operating revenues: Charges for services $4,231,073 $3,392,197 $1,434,752 $9,058,022 $7,641,980 Penalties and other 136,115 76,255 23,952 236,322 180,639 Intergovernmental 209 209 37,962 38,380 39,552 Total operating revenues 4,367,397 3,468,661 1,496,666 9,332,724 7,862,171 Operating expenses: Personal services 853,164 438,624 338,304 1,630,092 1,751,891 Materials and supplies 391,556 39,880 17,834 449,270 363,191 Contractual services: MCES - 2,476,920 - 2,476,920 2,120,208 Other 721,824 383,668 380,269 1,485,761 1,503,259 Repairs and maintenance 762,056 719,329 847,666 2,329,051 520,617 Depreciation 1,915,739 919,246 936,298 3,771,283 3,834,373 Total operating expenses 4,644,339 4,977,667 2,520,371 12,142,377 10,093,539 Operating income (loss)(276,942) (1,509,006) (1,023,705) (2,809,653) (2,231,368) Nonoperating revenues (expenses): Investment earnings (32,585) (34,969) (10,525) (78,079) 390,604 Refunds and reimbursements 17,415 830 47 18,292 55,233 Interest and fiscal charges (600,679) (48,199) (21,343) (670,221) (797,756) Gain (loss) on disposal of capital assets - - - - (21,673) Total nonoperating revenues (expenses)(615,849) (82,338) (31,821) (730,008) (373,592) Income before contributions and transfers (892,791) (1,591,344) (1,055,526) (3,539,661) (2,604,960) Transfers in - 185,794 - 185,794 - Transfers out - - - - (2,812,153) Capital contributions: Contributions of capital assets 1,770,049 1,745,738 2,181,286 5,697,073 3,662,274 Special assessments 5,994 30 - 6,024 3,879 Connection charges 1,794,283 790,780 225,159 2,810,222 991,006 Total contributions and transfers 3,570,326 2,722,342 2,406,445 8,699,113 1,845,006 Change in net position 2,677,535 1,130,998 1,350,919 5,159,452 (759,954) Net position - January 1 33,591,189 17,593,026 16,082,972 67,267,187 68,027,141 Net position - December 31 $36,268,724 $18,724,024 $17,433,891 $72,426,639 $67,267,187 Capital Transfers - Contributions Net Amounts reported above $8,513,319 $185,794 Amounts reported for business-type activities in the statement of activities are different because: Transfer in of capital assets from governmental activities - - Amounts reported on the statement of activities $8,513,319 $185,794 Totals The accompanying notes are an integral part of these financial statements. 42 CITY OF CHANHASSEN, MINNESOTA STATEMENT OF CASH FLOWS Statement 8 PROPRIETARY FUNDS For The Year Ended December 31, 2021 With Comparative Totals For The Year Ended December 31, 2020 Water Sewer Surface Water Management 2021 2020 Cash flows from operating activities: Receipts from customers and users $4,384,881 $3,474,443 $1,635,868 $9,495,192 $8,129,638 Payment to suppliers (2,077,852) (3,627,522) (1,261,015) (6,966,389) (4,645,412) Payment to employees (905,038) (484,164) (363,969) (1,753,171) (1,748,534) Miscellaneous revenue 17,415 830 47 18,292 55,233 Net cash flows provided by (used by) operating activities 1,419,406 (636,413) 10,931 793,924 1,790,925 Cash flows from noncapital financing activities: Transfers in - 185,794 - 185,794 - Interfund loan receivable - collections - - - - - Interfund loan payable - (payments)(193,593) - - (193,593) (193,225) Net cash flows used by noncapital financing activities (193,593) 185,794 0 (7,799) (193,225) Cash flows from capital and related financing activities: Acquisition of capital assets (1,694,680) (253,883) (308,508) (2,257,071) (578,491) Connection charges 1,794,283 790,780 225,159 2,810,222 992,613 Intergovernmental revenue - - - - - Special assessment collections 14,797 639 - 15,436 17,890 Transfers out - - - - (2,812,153) Reallocation of bond proceeds (962,030) 962,030 - - 6,768,274 Principal paid on bonds (1,865,000) (125,000) (115,000) (2,105,000) (1,870,000) Interest and fiscal charges (754,301) (58,224) (45,203) (857,728) (796,068) Net cash flows used by capital and related financing activities (3,466,931) 1,316,342 (243,552) (2,394,141) 1,722,065 Cash flows from investing activities: Investment earnings (11,500) (21,441) (8,952) (41,893) 382,538 Net increase (decrease) in cash and cash equivalents (2,252,618) 844,282 (241,573) (1,649,909) 3,702,303 Cash and cash equivalents - January 1 9,859,680 6,169,090 2,658,156 18,686,926 14,984,623 Cash and cash equivalents - December 31 $7,607,062 $7,013,372 $2,416,583 $17,037,017 $18,686,926 Reconciliation of operating loss to net cash provided (used) by operating activities: Operating loss ($276,942) ($1,509,006) ($1,023,705) ($2,809,653) ($2,231,368) Adjustments to reconcile operating loss to net cash flows from operating activities: Miscellaneous revenue 17,415 830 47 18,292 55,233 Depreciation 1,915,739 919,246 936,298 3,771,283 3,834,373 Changes in assets and liabilities, deferred outflows and inflows: Decrease (increase) in receivables 17,484 5,782 137,452 160,718 267,117 Decrease (increase) in prepaid items 15,435 15,014 12,661 43,110 (28,166) Decrease (increase) in inventory (261,881) - - (261,881) (40,806) Decrease (increase) in deferred outflows of resources (197,819) (147,973) (94,249) (440,041) (6,657) Increase (decrease) in payables 30,849 (39,359) (33,382) (41,892) (68,265) Increase (decrease) in other post employment benefits 1,308 1,083 605 2,996 42,302 Increase (decrease) in net pension liability (114,025) (85,268) (54,330) (253,623) 95,348 Increase (decrease) in deferred inflows of resources 271,843 203,238 129,534 604,615 (128,186) Total adjustments 1,696,348 872,593 1,034,636 3,603,577 4,022,293 Net cash flows provided by (used in) operating activities $1,419,406 ($636,413) $10,931 $793,924 $1,790,925 Noncash investing, capital and financing activities: Capital assets in the amount of $1,770,049 and $1,908,677 were contributed to the Water Fund in 2021 and 2020, respectively. Capital assets in the amount of $1,745,738 and $1,149,307 were contributed to the Sewer Fund in 2021 and 2020, respectively. Capital assets in the amount of $2,181,286 and $604,290 were contributed to the Surface Water Fund in 2021 and 2020, respectively. Totals The accompanying notes are an integral part of these financial statements. 43 - This page intentionally left blank - 44 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Chanhassen (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 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 The City has one component unit, the Economic Development Authority (EDA). The financial statements of the EDA are included as a blended component unit because its governing body is substantively the same as the City Council, the City is in a relationship of financial burden with the EDA, and because management of the City have operational responsibilities for 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. 45 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 B. GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS The government-wide financial statements (i.e., the statement of net position and the statement of activities) 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 as general revenues. Separate financial statements are provided for governmental funds and proprietary funds. 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. 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. 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. 46 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 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. Revolving Assessment Fund (601) accounts for the City’s annual street re-construction program. The individual property owner pays a portion of the cost of the annual project with assessments and the City funds its portion with the reserves created in this fund, an annual tax levy and franchise fees. TH101 Improvements – Pioneer to Flying Cloud (605) accounts for the funding sources and costs of the Trunk Highway 101 improvement project, which includes widening of the highway between Pioneer Trail and Flying Cloud Drive, sanitary sewer and water extension, storm sewer improvements, pedestrian/bicycle trails, and a pedestrian bridge. 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. 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. 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. 47 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 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, Cemetery, and CATV Special Revenue Funds. Budgeted amounts are reported as originally adopted, or as amended by the City Council. 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. 5. Formal budgetary integration is employed as a management control device during the year for the General Fund and for the Contribution, Cemetery and CATV 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. The following is a listing of funds whose expenditures exceeded budgeted appropriations: Budgeted Expenditures Actual Expenditures Expenditures Over Budget CATV Fund $172,800 $247,536 ($74,736) 48 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 F. CASH AND INVESTMENTS Cash and investment balances from all funds are pooled and invested to the extent available in authorized investments. Investments are stated at fair value. Investment income is accrued at the balance sheet date and allocated to individual funds on the basis of the fund's equity in the cash and investment pool. 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. 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. 49 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 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. 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. 50 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 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 $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 acquisition value at the date of donation. 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. In accordance with GASB 89, which the City early implemented for the year ended December 31, 2018, interest incurred during the construction phase of capital assets of business-type activities is recognized as an expense in the period in which the cost is incurred. 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 GASB Statement 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. 51 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 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. 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 OUTFLOWS/INFLOWS OF RESOURCES In addition to assets, the statement of financial position will sometimes report a separate section for deferred outflows of resources. This separate financial statement element represents a consumption of net position that applies to future periods and so will not be recognized as an outflow of resources (expense/expenditure) until then. The government has one item that qualifies for reporting in the category. It is the pension related deferred outflows of resources reported in the government-wide Statement of Net Position and the proprietary funds Statement of Net Position. 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 pension related deferred inflows of resources reported in the government-wide Statement of Net Pension and the proprietary funds Statements of Net Position. The government also has an 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. 52 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 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. 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. The City provides temporary advances to funds that have insufficient cash balances by means of an advance from another fund. 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. COMPARATIVE TOTALS The basic financial statements, required supplementary information, and combining and individual fund financial statements and schedules 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, 2020, from which the summarized information was derived. 53 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 T. PENSION PLANS COST SHARING MULTIPLE – EMPLOYER PLANS For purposes of measuring the net pension liability, deferred outflows and inflows of resources, and pension expense, information about the fiduciary net position of the Public Employees Retirement Association (PERA) and additions to and deductions from PERA’s fiduciary net position have been determined on the same basis as they are reported by PERA, except that PERA’s fiscal year end is June 30. For this purpose, plan contributions are recognized as of employer payroll paid dates and benefit payments and refunds are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. SINGLE EMPLOYER PLAN For purposes of measuring the net pension liability (asset), deferred outflows of resources and deferred inflows of resources related to pensions, and pension expense, information about the fiduciary net position of the Chanhassen Fire Department Relief Association (Relief) and additions to/deductions from the Relief’s fiduciary net position have been determined on the same basis as they were reported by the Relief. For this purpose, benefit payments are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. U. RECONCILIATION OF GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS 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 pension related deferred outflows and inflows, are not due and payable in the current period and, therefore, are not reported in the funds.” The details of this ($9,781,469) difference are as follows: Bonds payable ($3,770,000) Unamortized bond premium (143,863) Project financing (835,037) Accrued interest payable (36,208) Compensated absences payable (747,455) Other post employment benefits payable (134,192) Net pension liability (3,409,935) Deferred outflows of resources related to pensions 2,428,879 Deferred inflows of resources related to pensions (3,096,834) Deferred outflows of resources related to OPEB 15,648 Deferred inflows of resources related to OPEB (52,472) Net adjustment to decrease fund balances - total governmental funds to arrive at net position - governmental activities ($9,781,469) 54 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 V. RECLASSIFICATIONS Certain amounts presented in the prior year data have been reclassified in order to be consistent with current year’s presentation. 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, 2021, the bank balance of the City’s deposits was insured by the FDIC or covered by pledged collateral held in the City’s name. 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. Minnesota Statute 118.A.03 identifies allowable forms of collateral. At December 31, 2021, the carrying amount of the City’s deposits with financial institutions was $2,852,816. 55 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 B. INVESTMENTS Minnesota Subject to rating, yield, maturity and issuer requirements as prescribed by statue, Minnesota Statutes 118A.04 and 118A.05 authorized the City to invest in United States securities, state and local securities, commercial paper, time deposits, high-risk mortgage-backed securities, temporary general obligation bonds, repurchase agreements, Minnesota joint powers investment trust and guaranteed investment contracts. As of December 31, 2021, the City had the following investments and maturities: Fair Less Investment Type Rating Value Than 1 1-5 6-10 Money Market NR $18,202,741 $18,202,741 $ - $ - Brokered Certificates of Deposit NR 1,751,415 1,248,406 503,009 - Municipal Bonds (1)9,380,508 2,222,064 5,561,079 1,597,365 Federal National Mortgage Assn. Notes NR 753,750 - - 753,750 Federal Home Loan Mortgage Corp. Notes Aaa 982,650 - 982,650 - Federal Home Loan Bank Notes Aaa 2,225,019 506,700 722,519 995,800 Federal Farm Credit Bank Aaa 2,173,200 606,000 1,567,200 - Total $35,469,283 $22,785,911 $9,336,457 $3,346,915 (1) $2,577,394 are rated Aaa, $2,423,936 are rated Aa1,Total investments $35,469,283 $1,578,272 are rated Aa2, $297,000 are rated A1, $2,060,918 Deposits 2,852,816 and $442,988 are rated AA.Petty cash 635 Total cash and investments $38,322,734 NR - Not Rated Classifications above are by maturity date. Some investments listed above have call dates that occur in less than one year. Investment Maturities (in Years) The City categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. The hierarchy has three levels. Level 1 investments are valued using inputs that are based on quoted prices in active markets for identical assets. Level 2 investments are valued using inputs that are based on quoted prices for similar assets or inputs that are observable, either directly or indirectly. Level 3 investments are valued using inputs that are unobservable. The City has the following recurring fair value measurements as of December 31, 2021: Investment Type 12/31/2021 Level 1 Level 2 Level 3 Investments at fair value: Brokered Certificates of Deposit $1,751,415 $ - $1,751,415 $ - Municipal Bonds 9,380,508 - 9,380,508 - Federal National Mortgage Assn. Notes 753,750 - 753,750 - Federal Home Loan Mortgage Corp. Notes 982,650 - 982,650 - Federal Home Loan Bank Notes 2,225,019 - 2,225,019 - Federal Farm Credit Bank 2,173,200 - 2,173,200 - Total/subtotal 17,266,542 $0 $17,266,542 $0 Investments not categorized: Money Market 18,202,741 Total $35,469,283 Fair Value Measurement Using 56 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 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 $500,000 per broker 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. 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 investment portfolio are in various holdings as follows: Federal Home Loan Bank Notes 6% Federal Farm Credit Bank 6% 57 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 Note 3 RECEIVABLES Significant receivable balances not expected to be collected within one year of December 31, 2021 are as follows: Interfund Delinquent Special Loan Property Assessments Receivable Taxes Receivable Total Major Funds: General $ - $49,347 $ - $49,347 Revolving Assessment Fund - - 1,346,062 1,346,062 Water - - 15,950 15,950 Nonmajor Funds 190,002 - 319,216 509,218 $190,002 $49,347 $1,681,228 $1,920,577 Note 4 UNAVAILABLE REVENUE Governmental funds report deferred inflows of resources in connection with receivables of revenues that are not considered to be available to liquidate liabilities of the current period. At December 31 2021, the various components of unavailable revenue were as follows: Revolving General Assessment Nonmajor Fund Fund Funds Total Delinquent property taxes receivable $115,862 $ - $ - $115,862 Special assessments not yet due - 1,628,441 319,216 1,947,657 Total unavailable revenue $115,862 $1,628,441 $319,216 $2,063,519 Major Funds 58 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 Note 5 CAPITAL ASSETS Capital asset activity for the year ended December 31, 2021 was as follows: Beginning Ending Primary Government Balance Increase Decrease Balance Governmental activities: Capital assets not being depreciated: Land $19,912,318 $2,000 $ - $19,914,318 Construction in progress 817,303 594,867 - 1,412,170 Permanent easements 2,021,856 174,136 (514,963) 1,681,029 Total capital assets not being depreciated 22,751,477 771,003 (514,963) 23,007,517 Capital assets being depreciated: Buildings and structures 24,812,815 - - 24,812,815 Machinery and equipment 10,025,413 216,981 (523,082) 9,719,312 Other improvements 9,455,414 3,087,139 (50,188) 12,492,365 Infrastructure 123,791,209 464,918 (32,660) 124,223,467 Temporary easements 4,762,253 - - 4,762,253 Total capital assets being depreciated 172,847,104 3,769,038 (605,930) 176,010,212 Less accumulated depreciation for: Buildings and structures 10,083,155 620,160 - 10,703,315 Machinery and equipment 6,163,794 1,990,335 (447,042) 7,707,087 Other improvements 4,845,644 551,581 (44,154) 5,353,071 Infrastructure 94,926,311 397,429 (32,138) 95,291,602 Temporary easements 2,111,043 3,077,665 - 5,188,708 Total accumulated depreciation 118,129,947 6,637,170 (523,334) 124,243,783 Governmental activities capital assets - net $77,468,634 ($2,097,129) ($597,559) $74,773,946 Beginning Ending Primary Government Balance Increase Decrease Balance Business-type activities: Capital assets not being depreciated: Land $2,108,735 $1,100 $ - $2,109,835 Construction in progress 2,809,179 2,167,096 (186,817) 4,789,458 Permanent easements 2,790,572 4,457,437 - 7,248,009 Total capital assets not being depreciated 7,708,486 6,625,633 (186,817) 14,147,302 Capital assets being depreciated: Buildings and structures 28,077,579 - - 28,077,579 Machinery and equipment 2,005,434 64,625 (5,251) 2,064,808 Other improvements 120,453,201 1,428,856 - 121,882,057 Total capital assets being depreciated 150,536,214 1,493,481 (5,251) 152,024,444 Less accumulated depreciation for: Buildings and structures 3,860,806 561,611 - 4,422,417 Machinery and equipment 1,112,298 152,081 (5,252) 1,259,127 Other improvements 75,755,785 3,057,591 - 78,813,376 Total accumulated depreciation 80,728,889 3,771,283 (5,252) 84,494,920 Business-type activities capital assets - net 77,515,811 4,347,831 (186,816) 81,676,826 Total capital assets - net $154,984,445 $2,250,702 ($784,375) $156,450,772 59 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 Depreciation expense was charged to functions/programs of the City as follows: Governmental activities: General government $310,863 Public safety 233,216 Public works 5,179,481 Parks and recreation 913,610 Total depreciation expense - governmental activities $6,637,170 Business-type activities: Water $1,915,739 Sewer 919,246 Surface water management 936,298 Total depreciation expense - business-type activities $3,771,283 Note 6 CITY INDEBTEDNESS The City issues long-term debt to provide funds for the acquisition and construction of major capital facilities. The City’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, 2021, the governmental activities long-term debt of the City consisted of the following: Final Authorized Issue Maturity Interest And Outstanding Date Date Rate Issued 12/31/2021 General Long-Term Debt: General Obligation Bonds: G.O. Bonds, Series 2016A 3/3/2016 2/1/2030 2.00% - 3.00% $4,805,000 $3,770,000 Bond premium 239,773 143,863 Total general obligation bonds 5,044,773 3,913,863 Project financing N/A 835,037 Compensated absences payable N/A 747,455 Total City indebtedness - governmental activities $5,044,773 $5,496,355 60 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 BUSINESS-TYPE ACTIVITIES As of December 31, 2021, the business-type activities long-term debt of the City consisted of the following: Final Authorized Issue Maturity Interest And Outstanding Date Date Rate Issued 12/31/2021 G.O. Revenue Bonds: Water Revenue Bonds, Series 2011A 10/6/2011 2/1/2022 0.30% - 2.15%$5,920,000 $275,000 Water Revenue Bonds, Series 2011B 10/6/2011 2/1/2025 2.00% - 3.00%3,720,000 2,180,000 Water and Sewer Revenue Bonds, Series 2012A 11/15/2012 2/1/2023 1.00% - 1.55% 1,245,000 265,000 Water Revenue Bonds, Series 2016A 3/3/2016 2/1/2026 2.00% - 3.00% 1,565,000 835,000 Water Revenue Bonds, Series 2016B 12/29/2016 2/1/2042 3.50% - 4.00% 3,630,000 3,630,000 Water Revenue Bonds, Series 2017A 2/1/2017 2/1/2038 2.00% - 4.00% 10,000,000 9,145,000 Water Revenue Bonds, Series 2018A 3/15/2018 2/1/2030 3.00% - 4.00%3,595,000 2,805,000 Water, Sewer, and Surface Water Revenue Bonds, Series 2020A 4/2/2020 2/1/2031 2.00% - 3.00% 6,220,000 6,045,000 Bond premium 1,626,772 1,131,508 Total G.O. revenue bonds 37,521,772 26,311,508 Compensated absences payable N/A 182,346 Total City indebtedness - business-type activities $37,521,772 $26,493,854 GOVERNMENTAL ACTIVITIES Annual debt service requirements to maturity for the governmental activities long-term debt are as follows: Year Ending December 31, Principal Interest 2022 $370,000 $81,350 2023 385,000 70,025 2024 395,000 58,325 2025 410,000 48,300 2026 420,000 40,000 2027 430,000 31,500 2028 440,000 22,800 2029 455,000 13,850 2030 465,000 4,650 Total $3,770,000 $370,800 General Obligation Bonds It is not practicable to determine the specific year for payment of long-term accrued compensated absences. 61 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 BUSINESS-TYPE ACTIVITIES Annual debt service requirements to maturity for the business-type long-term debt are as follows: Year Ending G.O. Revenue Bonds December 31, Principal Interest 2022 $2,060,000 $742,422 2023 1,845,000 685,634 2024 1,755,000 631,013 2025 1,810,000 576,763 2026 1,275,000 530,538 2027 1,550,000 488,188 2028 1,600,000 440,938 2029 1,650,000 395,563 2030 1,690,000 352,263 2031 1,150,000 315,488 2032 690,000 290,288 2033 715,000 269,213 2034 735,000 247,463 2035 755,000 225,113 2036 780,000 202,088 2037 800,000 176,388 2038 830,000 147,863 2039 825,000 118,900 2040 855,000 88,431 2041 885,000 54,700 2042 925,000 18,500 Total $25,180,000 $6,997,757 It is not practicable to determine the specific year for payment of long-term accrued compensated absences. 62 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 CHANGE IN LONG-TERM LIABILITIES Long-term liability activity for the year ended December 31, 2021 was as follows: Beginning Ending Due Within Balance Additions Deletions Balance One Year Governmental activities: General obligation bonds $4,130,000 $ - ($360,000) $3,770,000 $370,000 Bond premium 159,848 - (15,985) 143,863 - Project financing 546,108 288,929 - 835,037 145,000 Compensated absences 682,281 644,701 (579,527) 747,455 91,042 Total governmental activity long-term liabilities $5,518,237 $933,630 ($955,512) $5,496,355 $606,042 Business-type activities: G.O. revenue bonds $27,285,000 $ - ($2,105,000) $25,180,000 $2,060,000 Bond premium 1,250,932 - (119,424) 1,131,508 - Compensated absences 205,033 167,016 (189,703) 182,346 22,210 Total business-type activity long-term liabilities $28,740,965 $167,016 ($2,414,127) $26,493,854 $2,082,210 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, 2021 is backed by the full faith and credit of the City. General Obligation Revenue Bonds are serviced by the Sewer, Water and Surface Water Management Enterprise Funds and are carried as debt of those funds. Other bonds are supported by various Debt Service Funds. NONEXCHANGE FINANCIAL GUARANTEE OF DEBT On August 1, 2014 the Carver County Community Development Agency, a legally separate entity from the City, issued $2,110,000 of Housing Development Refunding Bonds, Series 2014 and $2,370,000 of Taxable Housing Development and Refunding Bonds, Series 2014T. The proceeds were used to refund a portion of prior bonds and to fund certain capital improvements of the Centennial Hill Apartments, which are located within the City. In accordance with Minnesota Statutes, Section 469.034, Subd. 2, the City has pledged its full faith and credit and taxing powers to the payment of debt service on the Series 2014 and Series 2014T bonds. In the event that the Carver County Community Development Agency is unable to pay the debt service on the bonds due to insufficient housing revenues and cash reserves, the City is obligated to pay the debt service. The City’s guarantee extends until the bonds have fully matured, which is scheduled to occur in 2034. The total amount of outstanding guaranteed debt, including interest, at December 31, 2021 is $4,079,822. The City’s management does not expect the City will be required to make any debt service payments towards these bonds. Accordingly, the bonds are not reflected in the financial statements of the City. 63 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 PROJECT FINANCING The City has a Joint Powers Agreement with Carver County for the Lyman Boulevard- Phase 3 project. The County is administering the project. The City is paying their share over the next five years at 0% interest. The City has a Joint Powers Agreement with Carver County for the pedestrian trail to Arboretum. The City is paying its share over the next four years at 0% interest. The payment schedule is as follows: Year Ending December 31, Lyman Blvd Ped Trail Total 2022 $145,000 $ - $145,000 2023 145,000 96,310 241,310 2024 145,000 96,310 241,310 2025 111,108 96,309 207,417 Total $546,108 $288,929 $835,037 REVENUE PLEDGED Future revenue pledged for the payment of long-term debt is as follows: 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 Pledge and Interest Paid Received 2016A Refunding bonds Refunding of 2008A bonds Property taxes 100%n/a 2019 - 2030 $4,140,800 $452,300 $479,800 2011A Water Revenue bonds Water infrastructure improvements Water charges 100% 12.0% 2012 - 2021 $277,956 $738,163 $6,161,471 - refunded the 2005B bonds 2011B Water Revenue bonds Water infrastructure improvements Water charges 100% 9.3% 2012 - 2024 $2,313,800 $572,900 $6,161,471 - refunded the 2005B bonds 2012A Water & Sewer Revenue Purchase of meter reading equipment Water and 100% 1.3% 2013 - 2022 $269,049 $134,757 $10,420,703 bonds sewer charges 2016A Water Revenue bonds Water infrastructure improvements Water charges 100% 4.1% 2016 - 2025 $884,850 $178,925 $4,367,188 2016B Water Revenue bonds West Water Treatment Plant Water charges 100% 2.2% 2017 - 2041 $6,258,127 $138,238 $6,161,471 2017A Water Revenue bonds West Water Treatment Plant Water charges 100% 7.2% 2018 - 2038 $12,162,000 $443,350 $6,161,471 2018A Water Revenue bonds West Water Treatment Plant Water charges 100% 5.8% 2019 - 2030 $3,201,700 $355,875 $6,161,471 2020A Water, Sewer, & Surface Water, Sewer, and Surface Water Water, sewer, and 100%n/a 2021 - 2031 $6,810,275 $396,174 $12,104,566 Water Revenue bonds Infrastructure improvements surface water charges Current YearRevenue Pledged 64 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 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, 2021. Future scheduled tax levies for all bonds outstanding at December 31, 2021 totaled $3,913,718. Note 8 DEFINED BENEFIT PENSION PLANS A. PLAN DESCRIPTION The City participates in the following cost-sharing multiple-employer defined benefit pension plans administered by the Public Employees Retirement Association of Minnesota (PERA). PERA’s defined benefit pension plans are established and administered in accordance with Minnesota Statutes, Chapters 353 and 356. PERA’s defined benefit pension plans are tax qualified plans under Section 401(a) of the Internal Revenue Code. 1. General Employees Retirement Fund (GERF) All full-time (with the exception of employees covered by PEPFF) and certain part-time employees of the City are covered by the General Employees Retirement Fund (GERF). GERF members belong to the Coordinated Plan. Coordinated Plan members are covered by Social Security. 2. Public Employees Police and Fire Fund (PEPFF) The PEPFF, originally established for police officers and firefighters not covered by a local relief association, now covers all police officers and firefighters hired since 1980. Effective July 1, 1999, the PEPFF also covers police officers and firefighters belonging to local relief associations that elected to merge with and transfer assets and administration to PERA. B. BENEFITS PROVIDED PERA provides retirement, disability, and death benefits. Benefit provisions are established by state statute and can only be modified by the state legislature. 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. 65 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 1. GERF Benefits 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. Two methods are used to compute benefits for PERA’s Coordinated members. Members hired prior to July 1, 1989 receive the higher of Method 1 or Method 2 formulas. Only Method 2 is used for members hired after June 30, 1989. Under Method 1, the accrual rate for Coordinated members is 1.2% of average salary for each of the first ten years of service and 1.7% of average salary for each additional year. Under Method 2, the accrual rate for Coordinated Plan members is 1.7% of average salary for all years of service. For members hired prior to July 1, 1989 a full annuity is available when age plus years of service equal 90 and normal retirement age is 65. For members hired on or after July 1, 1989, normal retirement age is the age for unreduced Social Security benefits capped at 66. Benefit increases are provided to benefit recipients each January. The postretirement increase is equal to 50% of the cost-of-living adjustment (COLA) announced by the SSA, with a minimum increase of at least 1% and a maximum of 1.5%. Recipients that have been receiving the annuity or benefit for at least a full year as of the June 30 before the effective date of the increase will receive the full increase. Recipients receiving the annuity or benefit for at least one month but less than a full year as of the June 30 before the effective date of the increase will receive a reduced prorated increase. For members retiring on January 1, 2024 or later, the increase will be delayed until normal retirement age (age 65 if hired prior to July 1, 1989, or age 66 for individuals hired on or after July 1, 1989). Members retiring under Rule of 90 are exempt from the delay to normal retirement. 2. PEPFF Benefits Benefits for PEPFF members first hired after June 30, 2010 but before July 1, 2014 vest on a prorated basis from 50% after five years up to 100% after ten years of credited service. Benefits for PEPFF members first hired after June 30, 2014 vest on a prorated basis from 50% after ten years up to 100% after twenty years of credited service. The annuity accrual rate is 3% of average salary for each year of service. For PEPFF members who were first hired prior to July 1, 1989, a full annuity is available when age plus years of service equal at least 90. Benefit increases are provided to benefit recipients each January. The postretirement increase will be fixed at 1%. Recipients that have been receiving the annuity or benefit for at least 36 months as of the June 30 before the effective date of the increase will receive the full increase. Recipients receiving the annuity or benefit for at least 25 months but less than 36 months as of the June 30 before the effective date of the increase will receive a reduced prorated increase. 66 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 C. CONTRIBUTIONS Minnesota Statutes Chapter 353 sets the rates for employer and employee contributions. Contribution rates can only be modified by the state legislature. 1. GERF Contributions Coordinated Coordinated Plan members were required to contribute 6.50% of their annual covered salary in fiscal year 2021 and the City was required to contribute 7.50%. The City’s contributions to the GERF for the year ended December 31, 2021, were $438,328. The City’s contributions were equal to the required contributions as set by state statute. 2. PEPFF Contributions Police Police and Fire members were required to contribute 11.80% of their annual covered salary in fiscal year 2021 and the City was required to contribute 17.70%. The City’s contributions to the PEPFF for the year ended December 31, 2021, were $55,996. The City’s contributions were equal to the required contributions as set by state statute. D. PENSION COSTS 1. GERF Pension Costs At December 31, 2021, the City reported a liability of $3,279,704 for its proportionate share of GERF’s net pension liability. The City’s net pension liability reflected a reduction due to the State of Minnesota’s contribution of $16 million. The State of Minnesota is considered a non-employer contributing entity and the state’s contribution meets the definition of a special funding situation. The State of Minnesota’s proportionate share of the net pension liability associated with the City totaled $100,098. The net pension liability was measured as of June 30, 2021, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The City’s proportionate share of the net pension liability was based on the City’s contributions received by PERA during the measurement period for employer payroll paid dates from July 1, 2020 through June 30, 2021, relative to the total employer contributions received from all of PERA’s participating employers. The City’s proportionate share was 0.0768% at the end of the measurement period and 0.0741% for the beginning of the period. City’s proportionate share of the net pension liability $3,279,704 State of Minnesota’s proportionate share of the net pension liability associated with the City 100,098 Total $3,379,802 For the year ended December 31, 2021, the City recognized pension expense of $41,578 for its proportionate share of the GERF’s pension expense. In addition, the City recognized an additional $8,076 as pension expense (and grant revenue) for its proportionate share of the State of Minnesota’s contribution of $16 million to the GERF. 67 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 At December 31, 2021, the City reported its proportionate share of the GERF’s deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Outflows Deferred Inflows of Resources of Resources Differences between expected and actual economic experience $20,504 $100,368 Changes in actuarial assumptions 2,002,519 72,955 Difference between projected and actual investment earnings - 2,843,868 Changes in proportion 150,187 39,290 Contributions paid to PERA subsequent to the measurement date 231,312 - Total $2,404,522 $3,056,481 The $231,312 reported as deferred outflows of resources related to pensions resulting from City contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2022. Other amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as follows: Year Ending Pension December 31,Expense 2022 ($127,613) 2023 7,241 2024 11,817 2025 (774,716) Thereafter - 2. PEPFF Pension Costs At December 31, 2021, the City reported a liability of $169,817 for its proportionate share of the PEPFF’s net pension liability. The net pension liability was measured as of June 30, 2021 and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The City’s proportionate share of the net pension liability was based on the City’s contributions received by PERA during the measurement period for employer payroll paid dates from July 1, 2020 through June 30, 2021, relative to the total employer contributions received from all of PERA’s participating employers. The City’s proportionate share was 0.0220% at the end of the measurement period and 0.0200% for the beginning of the period. 68 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 The State of Minnesota also contributed $18 million to PEPFF during the plan fiscal year ended June 30, 2021. The contribution consisted of $9 million in direct state aid that meets the definition of a special funding situation and $9 million in supplemental state aid that does not meet the definition of a special funding situation. The direct state aid was paid on October 1, 2020. Thereafter, by October 1 of each year, the state will pay $9 million to the PEPFF until full funding is reached or July 1, 2048, whichever is earlier. The $9 million in supplemental state aid will continue until the fund is 90% funded, or until the State Patrol Plan (administered by the Minnesota State Retirement System) is 90% funded, whichever occurs later. Strong asset returns for the fiscal year ended 2021 will accelerate the phasing out of these state contributions, although we do not anticipate them to be phased out during the fiscal year ending 2022. The State of Minnesota is included as a non-employer contributing entity in the PEPFF Schedule of Employer Allocations and Schedule of Pension Amounts by Employer, Current Reporting Period Only (pension allocation schedules) for the $9 million in direct state aid. PEPFF employers need to recognize their proportionate share of the State of Minnesota’s pension expense (and grant revenue) under GASB 68 special funding situation accounting and financial reporting requirements. For the year ended December 31, 2021, the City recognized pension expense of ($140) for its proportionate share of the Police and Fire Plan’s pension expense. The City recognized an additional $1,391 as pension expense (and grant revenue) for its proportionate share of the State of Minnesota’s contribution of $9 million to the PEPFF. The State of Minnesota is not included as a non-employer contributing entity in the Police and Fire Pension Plan pension allocation schedules for the $9 million in supplemental state aid. The City also recognized $2,071 for the year ended December 31, 2021 as revenue and an offsetting reduction of net pension liability for its proportionate share of the State of Minnesota’s on-behalf contributions to the Police and Fire Fund. At December 31, 2021, the City reported its proportionate share of the PEPFF’s deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Outflows Deferred Inflows of Resources of Resources Differences between expected and actual economic experience $32,923 $ - Changes in actuarial assumptions 249,586 104,899 Net collective between projected and actual investment earnings - 325,270 Changes in proportion 67,942 28,015 Contributions paid to PERA subsequent to the measurement date 30,302 - Total $380,753 $458,184 69 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 The $30,302 reported as deferred outflows of resources related to pensions resulting from City contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2022. Other amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as outflows: Year Ending Pension December 31,Expense 2022 ($124,700) 2023 4,735 2024 (15,167) 2025 (30,858) 2026 58,256 Thereafter - ($107,733) The net pension liability will be liquidated by the general, water, sewer, and surface water management funds. E. ACTUARIAL ASSUMPTIONS The total pension liability in the June 30, 2021 actuarial valuation was determined using an individual entry-age normal actuarial cost method and the following actuarial assumptions: Inflation 2.25% per year Investment Rate of Return 6.50% The long-term investment rate of return is based on a review of inflation and investment return assumptions from a number of national investment consulting firms. The review provided a range of investment return rates deemed to be reasonable by the actuary. An investment return of 6.50% was deemed to be within that range of reasonableness for financial reporting purposes. Salary growth assumptions in the GERF range in annual increments from 10.25% after one year of service to 3.0% after 29 years of service and 6.0% per year thereafter. In the PEPFF, salary growth assumptions range from 11.75% after one year of service to 3.0% after 24 years of service. Mortality rates for GERF were based on the Pub-2010 General Employee Mortality Table. Mortality rates for PEPFF were based on the Pub-2010 Public Safety Employee Mortality tables. The tables are adjusted slightly to fit PERA’s experience. Cost of living benefit increases after retirement are assumed to be 1.25% per year for GERF and 1.0% per year for PEPFF. 70 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 Actuarial assumptions for GERF are reviewed every four years. The most recent four-year experience study for GERF was completed in 2019. The assumption changes were adopted by the Board and become effective with the July 1, 2020 actuarial valuation. The most recent four-year experience study for PEPFF was completed in 2020 and adopted by the Board and became effective with the July 1, 2021 actuarial valuation. The following changes in actuarial assumptions and plan provisions occurred in 2021: General Employees Fund Changes in Actuarial Assumptions:  The investment return and single discount rates were changed from 7.50% to 6.50% for financial reporting purposes.  The mortality improvement scale was changed from Scale MP-2019 to Scale MP-2020. Police and Fire Fund Changes in Actuarial Assumptions:  The investment return and single discount rates were changed from 7.50% to 6.50% for financial reporting purposes.  The inflation assumption was changed from 2.50% to 2.25%.  The payroll growth assumption was changed from 3.25% to 3.00%.  The base mortality tables for healthy annuitants, disabled annuitants and employees were changed from RP-2014 tables to Pub-2010 Public Safety Mortality tables. The mortality improvement scale was changed from MP-2019 to MN-2020.  Assumed salary increase and retirement rates were modified as recommended in the July 14, 2020 experience study. The changes result in a decrease in gross salary increase rates, slightly more unreduced retirements and fewer assumed early retirements.  Assumed rates of withdrawal were changed from select and ultimate rates to service-based rates. The changes result in more assumed terminations.  Assumed rates of disability were increased for ages 25-44 and decreased for ages over 49. Overall, proposed rates result in more projected disabilities.  Assumed percent married for active female members was changed from 60% to 70%. The State Board of Investment, which manages the investments of PERA, prepares an analysis of the reasonableness on a regular basis of the long-term expected rate of return using a building-block method in which best-estimate ranges of expected future rates of return are developed for each major asset class. These ranges are combined to produce an expected long-term rate of return by weighting the expected future rates of return by the target asset allocation percentages. The target allocation and best estimates of geometric real rates of return for each major asset class are summarized in the following table: Target Long-Term Expected Asset Class Allocation Real Rate of Return Domestic Equity 33.5% 5.10% International Equity 16.5% 5.30% Fixed Income 25% 0.75% Private Markets 25% 5.90% Total 100% 71 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 F. DISCOUNT RATE The discount rate used to measure the total pension liability in 2021 was 6.5%. The projection of cash flows used to determine the discount rate assumed that contributions from plan members and employers will be made at rates set in Minnesota Statutes. Based on these assumptions, the fiduciary net position of the GERF and the PEPFF was projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. G. PENSION LIABILITY SENSITIVITY The following presents the City’s proportionate share of the net pension liability, calculated using the discount rate disclosed in the preceding paragraph, as well as what the City’s proportionate share of the net pension liability would be if it were calculated using a discount rate one percentage point lower or one percentage point higher than the current discount rate: 1% Decrease in 1% Increase in Discount Rate (5.5%) Discount Rate (6.5%) Discount Rate (7.5%) City's Proportionate share of the GERF net pension liability $6,688,922 $3,279,704 $482,233 City's Proportionate share of the PEPFF net pension liability $539,139 $169,817 ($132,936) H. PENSION PLAN FIDUCIARY NET POSITION Detailed information about each pension plan’s fiduciary net position is available in a separately-issued PERA financial report that includes financial statements and required supplementary information. That report may be obtained at www.mnpera.org. I. PENSION EXPENSE Pension expense recognized by the City for the year ended December 31, 2021 is as follows: GERF $41,578 PEPFF (140) Fire Relief (note 9)183,852 Total $225,290 72 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 Note 9 SINGLE EMPLOYER PENSION PLAN A. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES For purposes of measuring the net pension liability, deferred outflows and inflows of resources related to pensions, and pension expense, information about the fiduciary net position of the Chanhassen Fire Department Relief Association (the Relief Association) and additions to/deductions from the Relief Association’s fiduciary net position have been determined on the same basis as they were reported by the Relief Association. For this purpose, benefit payments are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. B. PLAN DESCRIPTION All members of the Chanhassen Fire Department are covered by a defined benefit pension plan administered by the Relief Association. The Plan is a single employer retirement plan and is established and administered in accordance with Minnesota Statute, Chapter 69. C. BENEFITS PROVIDED Twenty Year Service Pension Prior to April 1997, each member who is at least 50 years of age, has retired from the Fire Department, has served at least twenty years of active service with such department before retirement, and has been a member of the Relief Association in good standing at least ten years prior to such retirement shall be entitled to receive either a monthly lifetime service pension or a defined benefit lump sum pension. After April 1997, each member shall be entitled to receive a defined benefit lump sum pension. Monthly service pensions shall be $410 per month. Defined benefit service pension per year of service shall be $6,800. As of January 1, 2021, the lump sum pension increased to $7,500. The maximum service pension shall not exceed the maximum service pension amount permitted under the flexible service pension maximums pursuant to Minnesota Section 424A.02, Subdivision 3. Members who choose the lump sum receive no additional interest accrual. 73 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 Ten Year Service But Less Than Twenty Year Service Each member who is at least 50 years of age; who has retired from the Fire Department; who has served at least five years of active service with such department before retirement but has not served at least 20 years of active service; and, who has been a member of the Relief Association in good standing at least ten years prior to such retirement, shall be entitled to either a pro-rated monthly service pension or a pro-rated lump sum service pension based on the percentages in the following table: For Duty of: more than but less than 5 years 6 years 40% 6744 7848 8952 91056 10 11 60 11 12 64 12 13 68 13 14 72 14 15 76 15 16 80 16 17 84 17 18 88 18 19 92 19 20 96 20 100 The payment amount will be calculated by using the amount payable per year of service in effect at the time of such early retirement, multiplied by the number of accumulated years of service, multiplied by the appropriate percentage as defined above. During the time a member is on early-vested pension, he or she will not be eligible for disability benefits. Survivors Benefit Prior to April 1997, if any active vested or deferred member dies leaving an eligible surviving spouse, they shall receive a monthly pension for a guaranteed fifteen year period. After April 1997, an eligible surviving spouse shall receive a lump sum payment calculated in accordance with the by-laws. If there is no surviving spouse, then the deceased member’s designated beneficiary or their estate would receive the payment. A surviving spouse of a member receiving a monthly pension shall receive 50% of the member’s monthly benefit, based on the date of death. 74 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 Permanent Disability Any member of the Relief Association contracting sickness or injury, incapacitating the member from attending to their business, from causes outside or within their line of duty, and a physician’s report shows that that member is unable to perform their duties, they are entitled to their full accrued lump sum benefit, payable immediately. Temporary Disability Any member of the Relief Association who becomes temporarily incapacitated from attending to their business due to illness of injury, sustained in the performance of such business, and is unable to work for a period of one week or longer, shall be paid a benefit of $5 per day for a period of no longer than 120 days in any one fiscal year, providing the member is under the care of a physician or doctor during this period. Death Benefit Upon the death of any active or deferred member, the beneficiaries of the deceased member shall be paid a death benefit in an amount equivalent to the accrued service pension. D. EMPLOYEES COVERED BY BENEFIT TERMS At December 31, 2020, the following employees were covered by the benefit terms: Retirees and beneficiaries currently receiving benefits 4 Retired members entitled to benefits but have not received them 25 Active members: Fully vested (20 years or more)3 Partially vested (5 years to 19 years)18 Non-vested (less than 5 years)20 Total 70 E. CONTRIBUTIONS Minnesota Statutes Chapter 424A.092 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 not the same as those used to compute the accrued pension liability. The Relief Association is comprised of volunteers; therefore, there are no payroll expenditures (i.e., there are no covered payroll percentage calculations). Contributions totaling $235,495 ($203,495 from the State of Minnesota and $31,957 from the City) were made to the Relief Association in accordance with state statute requirements for the year ended December 31, 2020. 75 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 F. ACTUARIAL METHOD AND SIGNIFICANT ASSUMPTIONS The total pension liability was determined by an actuarial valuation as of December 31, 2020 using the following actuarial assumptions, applied to all periods in the measurement: Valuation date 12/31/2020 Measurement date (assets and funded status)12/31/2020 Actuarial cost method Entry Age Normal Amortization method Level dollar Closed 20-year period Asset valuation method Market Value Actuarial assumptions: Investment rate of return 5% Projected salary increases N/A Includes inflation at 3% Cost-of-living adjustments 3% Age of service retirement The later of the age 50 and 20 years of service Post-retirement benefit increases None Mortality assumptions were determined using the Pubs-2010 Mortality table projected generationally from 2010 with MP-2010 Mortality improvement scale. The long-term expected rate of return on pension plan investments was determined using a building-block method in which expected future real rates of return (expected returns, net of pension plan investment expense and inflation) are developed for each major asset class. These expected real rates of return are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. For each major asset class that is included in the pension plan’s target asset allocation as of December 31, 2020, these best estimates are summarized in the following table: Target Long-Term Expected Asset Class Allocation Real Rate of Return Stock and mutual funds 60% 5.2% Fixed income 30% 0.6% Other 5% 0.6% Cash 5% 0.0% 100% G. DISCOUNT RATES The discount rate used to measure the total pension liability was 5%. The projection of cash flows used to determine the discount rate assumed that plan member contributions will be made at the current contribution rate and that contributions will be made at rates equal to the difference between actuarially determined contribution rates and the member rate. Based on those assumptions, the pensions plans fiduciary net position was projected to be available to make all projected future benefit payments to 76 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 current plan members. Therefore, the plan’s long-term expected return on plan investments was applied to all periods of projected benefit payments to determine the total pension liability. H. CHANGES IN THE NET PENSION LIABILITY The City’s net pension liability was measured using a one-year lookback as of December 31, 2020, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of December 31, 2020. Total Pension Plan Fiduciary Net Pension Liability Net Position Liability (a) (b) (a) - (b) Balance at December 31, 2019 $3,055,205 $2,499,867 $555,338 Changes for the year: Service cost 150,695 - 150,695 Interest 156,622 - 156,622 Changes in benefit terms - - - Differences between expected and actual experience 76,350 - 76,350 Changes of assumptions 58,144 - 58,144 Contributions - employer - 31,957 (31,957) On behalf contributions - State of MN - 203,495 (203,495) Contributions - employee - - - Net investment income - 237,593 (237,593) Benefit payments, including refunds of employee (206,737) (206,737) - contributions - - - Administrative expense - (16,000) 16,000 Other changes - - - Net changes 235,074 250,308 (15,234) Balance at December 31, 2020 $3,290,279 $2,750,175 $540,104 Increase (Decrease) I. PENSION LIABILITY SENSITIVITY The following presents the net pension liability of the Relief Association, calculated using the discount rate of 5.0%, as well as what the net pension liability would be if it were calculated using a discount rate that is 1-percentage-point lower (4.0%) or 1-percentage-point higher (6.0%) than the current rate: Current 1% Decrease Discount Rate 1% Increase (4.0%) (5.0%) (6.0%) Net pension liability $716,901 $540,104 $379,048 77 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 J. PENSION PLAN FIDUCIARY NET POSITION Detailed information about the pension plan’s fiduciary net position is available in the separately issued Relief Association financial report. That report may be obtained by writing to Chanhassen Fire Department Relief Association, P.O. Box 147, Chanhassen, Minnesota, 55317. K. PENSION EXPENSE AND DEFERRED OUTFLOWS OF RESOURCES AND DEFERRED INFLOWS OF RESOURCES RLEATED TO PENSIONS For the year ended December 31, 2020, the City recognized pension expense of $183,852, including $203,495 and $31,957 as pension expense (and grant revenue) for the State of Minnesota’s on-behalf contribution to the plan and the City’s on-behalf contribution to the plan, respectively. At December 31, 2021, the City reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Outflows Deferred Inflows of Resources of Resources Differences between expected and actual economic experience $62,109 $47,430 Changes in actuarial assumptions 92,843 969 Difference between projected and actual investment earnings - 163,523 Total $154,952 $211,922 Amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized as pension expense as follows: Year Ending Pension December 31,Expense 2022 ($6,417) 2023 (55,181) 2024 4,739 2025 - 2026 - Thereafter - 78 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 Note 10 DEFINED CONTRIBUTION PLAN The Mayor and all four Council members of the City of Chanhassen are covered by the Public Employees Defined Contribution Plan (PEDCP), a multiple-employer deferred compensation plan administered by PERA. The PEDCP is a tax qualified plan under Section 401(a) of the Internal Revenue Code and all contributions by or on behalf of employees are tax deferred until time of withdrawal. Plan benefits depend solely on amounts contributed to the plan plus investment earnings, less administrative expenses. Minnesota Statutes, Chapter 353D.03, specifies plan provisions, including the employee and employer contribution rates for those qualified personnel who elect to participate. An eligible elected official who decides to participate contributes 5% of salary which is matched by the elected official's employer. For ambulance service personnel, employer contributions are determined by the employer, and for salaried employees must be a fixed percentage of salary. Employer contributions for volunteer personnel may be a unit value for each call or period of alert duty. Employees who are paid for their services may elect to make member contributions in an amount not to exceed the employer share. Employer and employee contributions are combined and used to purchase shares in one or more of the seven accounts of the Minnesota Supplemental Investment Fund. For administering the plan, PERA receives 2% of employer contributions and twenty-five hundredths of 1% (.0025) of the assets in each member's account annually. Total contributions made by the City during fiscal year 2021 were: Required Employer Employee (Pension Expense) Employee Employer Rate $2,276 $2,276 5% 5% 5% Contribution Amount Percentage of Covered Payroll Note 11 OTHER POST-EMPLOYMENT BENEFITS (OPEB) A. PLAN DESCRIPTION In addition to providing the pension benefits described in Note 8 and 9, 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. 79 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 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. 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, Medicare becomes the primary insurer and the City’s plan becomes secondary. C. PARTICIPANTS As of the December 31, 2021 actuarial valuation, participants consisted of: Active employees receiving benefits 78 Inactive employees currently receiving or entitled to receive benefits 2 Total 80 D. TOTAL OPEB LIABILITY AND CHANGES IN TOTAL OPEB LIABILITY The City’s total OPEB liability of $179,490 was measured as of December 31, 2021, and was determined by an actuarial valuation as of December 31, 2021. Changes in the total OPEB liability during 2021 were: Balance - beginning of year $167,623 Changes for the year: Service cost 15,307 Interest 3,785 Changes of benefit terms - Differences between expected and actual experience (6,405) Changes in assumptions 8,015 Benefit payments (8,835) Net changes 11,867 Balance - end of year $179,490 The OPEB liability is liquidated by the General fund, water fund, sewer fund, and surface water management fund. 80 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 E. ACTUARIAL ASSUMPTIONS AND OTHER INPUTS The total OPEB liability in the December 31, 2021 actuarial valuation was determined using the following actuarial assumptions and other inputs, applied to all periods included in the measurement, unless otherwise specified: Inflation 2.25% Salary increases Based on the most recent disclosed assumptions for the pension plan in which the employee participates. Discount rate 2.25% Investment rate of return 2.53% Healthcare cost trend rates 8.0% for 2021 decreasing to ultimate rate of 4.5% in 2029 and beyond Retirees' share of benefit-related costs 100% Since the plan is funded on a pay-as-you-go basis, both the discount rate and the investment rate of return was based on the 20 year AA rated municipal bond rate as of December 31, 2021, obtained from the Bond Buyer G.O. 20 year Bond Muncipal Bond Index. Mortality rates were based on the SOA Pub-2010 General Headcount Weighted Mortality Table fully generational using Scale MP-2020 for active and retirees and SOA Pub-2010 Continuing Survivor Headcount Weighted Mortality Table fully generational using Scale MP-2021 for surviving spouses. 20% of employees are assumed to elect spousal coverage at retirement. Husbands are assumed to be three years older than wives. Actual spousal coverage and age is used for retirees. F. SENSITIVITY OF THE TOTAL OPEB LIABILITY TO CHANGES IN THE DISCOUNT RATE The following presents the total OPEB liability of the City, as well as what the City’s total OPEB liability would be if it were calculated using a discount rate that is 1% lower (1.25%) or 1% higher (3.25%) than the current discount rate: 1% Decrease Discount Rate 1% Increase (1.25%) (2.25%) (3.25%) Total OPEB liability $188,172 $179,490 $171,082 G. SENSITIVITY OF THE TOTAL OPEB LIABILITY TO CHANGES IN THE HEALTHCARE COST TREND RATES The following presents the total OPEB liability of the City, as well as what the City’s total OPEB liability would be if it were calculated using healthcare cost trend rates that are 1% lower (7.0% decreasing to 3.5%) or 1% higher (9.0% decreasing to 5.50%) than the current healthcare cost trend rates: Healthcare Cost 1% Decrease Trend Rates 1% Increase (7.0% decreasing to 3.5%)(8.0% decreasing to 4.5%)(9.0% decreasing to 5.50%) Total OPEB liability $166,516 $179,490 $194,260 81 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 H. OPEB EXPENSE AND DEFERRED OUTFLOWS AND INFLOWS OF RESOURCES RELATED TO OPEB For the year ended December 31, 2021, the City recognized $10,714 of OPEB expense. At December 31, 2021, the City reported deferred outflows and inflows of resources related to OPEB from the following sources: Deferred Outflows Deferred Inflows of Resources of Resources Differences between expected and actual experience $ - $70,184 Changes in actuarial assumptions 20,930 - Total $20,930 $70,184 Amounts reported as deferred outflows and inflows of resources related to OPEB will be recognized in OPEB expense as follows: Year Ending OPEB December 31,Expense 2022 ($8,378) 2023 (8,378) 2024 (8,378) 2025 (8,378) 2026 (8,382) Thereafter (7,360) I. 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 December 31, 2021 actuarial valuation, the projected unit credit actuarial pay cost method was used. The actuarial assumptions included a 2.25% investment rate of return (net of administrative expenses) and an annual health care cost trend rate of 8.0% for 2021, decreasing by 0.5% annually to an ultimate rate of 82 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 4.5%. These rates include a 2.25% 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 an open basis. The remaining amortization period at December 31, 2021 was 30 years. Note 12 INTERFUND LOANS AND TRANSFERS Amounts reported as interfund loan receivable/payable at December 31, 2021 are as follows: Interfund Interfund Loan Receivable Loan Payable Major Funds: Water Fund $ - $383,971 Nonmajor Funds 383,971 - Total $383,971 $383,971 During 2015, the City adopted resolution 2015-15 authorizing an interfund loan to finance construction of Well #15. The Water Fund borrowed $700,000 from the Revolving Assessment Fund and $700,000 from the Capital Equipment Replacement Fund. The loan is being repaid at an interest rate of 2.5% over eight years. Payments during years 2016-2019 were made to the Revolving Assessment Fund and payments during years 2020-2023 will be made to the Capital Replacement Fund. There were $180,846 of repayments in 2021 and $185,367 is expected to be repaid in 2022. Interfund transfers made during 2021 are summarized as follows: Transfers In Transfers Out Major Funds: Sewer Fund $185,947 $ - Nonmajor Funds - 185,947 Total $185,947 $185,947 83 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 Note 13 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. As of December 31, 2021, the outstanding conduit debt is as follows: Bonds Original 12/31/2021 Maturity Project Name Issued Principal Principal Date Presbyterian Homes, Series 2014B 06/14 $9,300,000 $6,457,520 2034 Note 14 DEFICIT FUND BALANCES At December 31, 2021, Lake Place Senior apartment TIF12 fund had a deficit in the amount of $22,425. The Deficit will be eliminated by future tax increment receipts. Note 15 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 The City is in the process of acquiring land for the Lyman Boulevard Phase 2 Project. During 2019, the City and Carver County agreed on an amount for condemnation of two properties. The property owners declined the offer and are suing the City and County for damages. The total amount of damages sought by the property owners is $5,028,510. The total estimated damages per the County appraiser was $432,500. The total amounts awarded by the County Commissioners was $760,500. The property owners appealed that award to a Jury Trial that is scheduled to take place in the future. The degree of probability of an unfavorable outcome, above and beyond the settlement amount awarded by the County Commissioners, in the Jury Trials is unknown. The City is unable to make a reasonable estimate of the amount of loss, above and beyond the settlement amount awarded by the County Commissioners. 84 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 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. 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, 2021. E. TAX ABATEMENTS – PAY-AS-YOU-GO TAX INCREMENT The City occasionally provides tax abatements pursuant to Minnesota Statutes 469.174 to 469.1794 (Tax Increment Financing) through a pay-as-you-go note program. Tax increment financing (TIF) can be used to encourage private development, redevelopment, renovation and renewal, growth in low-to-moderate- income housing, and economic development within the City. TIF captures the increase in tax capacity and property taxes from development or redevelopment to provide funding for the related project. The City has one tax increment district, which has an outstanding pay-as-you-go revenue note. The note is not a general obligation of the City and is payable solely from available tax increments. Accordingly, the note is not reflected in the financial statements of the City. Details of the pay-as-you-go revenue note is as follows: Tax Increment Revenue Note (Frontier Redevelopment) – issued in 2020 in the principal sum of $1,300,000 with an interest rate of 5.0% per annum. Principal and interest payments shall be paid commencing August 1, 2020 and each February 1 and August 1 thereafter to and including February 1, 2045. Payments are payable solely from tax increments, which shall mean 95% of the tax increments derived from the tax increment property and received by the City. The payment reimburses the developer for street, utilities, right-of-way, land acquisition, and other public improvements. The City shall have no obligation to pay unpaid balance of principal or accrued interest that may remain after the final payment on February 1, 2045. Current year abatement (TIF note payments) amounted to $265,670. At December 31, 2021 the principal amount outstanding on the note was $922,345. 85 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 F. COMMITTED CONTRACTS At December 31, 2021, the City had commitments of $1,326,140 for uncompleted construction contracts. In addition, the City entered into construction contracts during 2022 totaling $5,886,800. Note 16 FUND BALANCE A. CLASSIFICATIONS Definitions of fund balance classifications are included in Note 1P. At December 31, 2021, a summary of the governmental fund balance classifications are as follows: TH101 Revolving Improvements - Other General Assessment Pioneer to Governmental Fund Fund Flying Cloud Funds Total Nonspendable: Prepaid items $69,953 $ - $ - $690 $70,643 Restricted for: Debt service - - - 630,411 630,411 Park improvements - - - 321,161 321,161 Tax Increment - - - 12,970 12,970 CATV - public education - - - 43,837 43,837 Public safety - fire - - - 48,389 48,389 Total restricted 0 0 0 1,056,768 1,056,768 Assigned for: Capital improvements - 3,258,157 84,766 2,756,979 6,099,902 Cable communications - - - 461,978 461,978 Cemetery operations - - - 80,937 80,937 Debt service reserve - - - 1,176,694 1,176,694 Total assigned 0 3,258,157 84,766 4,476,588 7,819,511 Unassigned 7,919,562 - - (22,425) 7,897,137 Total $7,989,515 $3,258,157 $84,766 $5,511,621 $16,844,059 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, 2021, the fund balance of the General Fund exceeded this level. 86 CITY OF CHANHASSEN, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2021 Note 17 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, 2021 totaled $261,427. Terms of each lease outstanding at year-end are as follows: Lessee Terms Current Term Sprint $25,082 per year with 3% annual increases 8/1/2006 - 7/31/2026 Sprint $23,486 per year with 3% annual increases 12/1/2005 - 11/30/2025 Verizon $2,342 per month 5/1/2017 - 4/30/2022 Nextel West Corp.$22,926 per year with 3% annual increases 12/1/2014 - 11/30/2024 T-Mobile $2,153 per month with 3% annual increases 11/1/2005 - 10/31/2025 T-Mobile $22,258 per year with 3% annual increases 1/1/2014 - 12/31/2024 StoneBridge/Nextera 5% of gross revenues associated with equipment used on property 4/1/2006 - 12/31/2024 Cingular/AT&T $2,029 per month with 3% annual increases 8/1/2007 - 7/31/2022 Verizon-Arboretum $2,300 per month, with 2% annual increases 1/1/2020 - 12/31/2024 Verizon-Minnetonka Middle School $2,300 per month, with 2% annual increases 1/1/2020 - 12/31/2024 Note 18 RECENTLY ISSUED ACCOUNTING STANDARDS The Governmental Accounting Standards Board (GASB) recently approved the following statements which were not implemented for these financial statements: Statement No. 87 Leases. The provisions of this Statement are effective for reporting periods beginning after June 15, 2021. Statement No. 91 Conduit Debt Obligations. The provisions of this Statement are effective for reporting periods beginning after December 15, 2021. Statement No. 92 Omnibus 2020. The provisions of this Statement are effective for reporting periods beginning after June 15, 2021. Statement No. 93 Replacement of Interbank Offered Rates. The provisions of this Statement contain multiple effective dates, the first being for reporting periods beginning after June 15, 2020. Statement No. 94 Public-Private and Public-Public Partnerships and Availability Payment Arrangements. The provisions of this Statement are effective for reporting periods beginning after June 15, 2022. Statement No. 96 Subscription – Based Information Technology Arrangements. The provisions of this Statement are effective for reporting periods beginning after June 15, 2022. The effect these standards may have on future financial statements is not determinable at this time, but it is expected that Statement No. 87 may have a material impact. 87 - This page intentionally left blank - 88 REQUIRED SUPPLEMENTARY INFORMATION 89 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDULE - GENERAL FUND Page 1 of 6 For The Year Ended December 31, 2021 With Comparative Actual Amounts For The Year Ended December 31, 2020 2020 Actual Variance with Actual Original Final Amounts Final Budget Amounts Revenues: General property taxes $9,476,000 $9,476,000 $9,483,858 $7,858 $9,241,003 Licenses and permits: Licenses - general government 3,100 3,100 2,500 (600)3,000 Licenses - public safety 93,500 93,500 91,248 (2,252)95,967 Permits - public safety 1,041,000 1,041,000 2,103,829 1,062,829 1,376,346 Permits - public works 36,500 36,500 58,442 21,942 68,185 Permits - community development 17,500 17,500 16,060 (1,440)5,510 Total licenses and permits 1,191,600 1,191,600 2,272,079 1,080,479 1,549,008 Intergovernmental: Federal - police - public safety - - - - 62,614 Federal - fire - public safety - - - - 356,236 Federal - parks and recreation - - 994 994 5,152 State aid - parks and recreation - - 790 790 - State aid - police - public safety 155,000 155,000 146,841 (8,159)168,658 State aid - fire - public safety 200,000 200,000 227,443 27,443 216,211 Other 55,000 55,000 9,562 (45,438)(4,183) Total intergovernmental 410,000 410,000 385,630 (24,370)804,688 Charges for services: General government 1,500 1,500 692 (808)78,850 Public safety 3,000 3,000 1,059 (1,941)1,000 Public works 60,800 60,800 112,694 51,894 105,575 Parks and recreation 346,600 346,600 385,651 39,051 134,435 Community development 32,000 32,000 23,612 (8,388)24,916 Total charges for services 443,900 443,900 523,708 79,808 344,776 Fines and forfeits: Public safety 106,500 106,500 78,673 (27,827)73,800 Investment earnings 135,000 135,000 15,664 (119,336)127,746 Contributions and donations: General government - - 500 500 - Parks and recreation 26,000 26,000 21,093 (4,907)31,231 Total contributions and donations 26,000 26,000 21,593 (4,407)31,231 Refunds and reimbursements: General government 4,000 4,000 6,591 2,591 16,821 Public safety 12,500 12,500 1,582 (10,918)1,306 Public works 42,500 42,500 44,803 2,303 37,087 Parks and recreation 1,000 1,000 - (1,000) - Community development - - 40 40 - Total refunds and reimbursements 60,000 60,000 53,016 (6,984)55,214 Other: General government 262,500 262,500 263,883 1,383 256,453 Public safety 6,700 6,700 6,949 249 2,349 Total other 269,200 269,200 270,832 1,632 258,802 Total revenues 12,118,200 12,118,200 13,105,053 986,853 12,486,268 2021 Budgeted Amounts See accompanying notes to the required supplementary information. 90 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDULE - GENERAL FUND Page 2 of 6 For The Year Ended December 31, 2021 With Comparative Actual Amounts For The Year Ended December 31, 2020 2020 Actual Variance with Actual Original Final Amounts Final Budget Amounts Expenditures: General government: Legislative: Current: Personal services $46,700 $46,700 $48,547 ($1,847)$46,357 Contractual services 82,700 82,700 78,883 3,817 90,454 Total legislative 129,400 129,400 127,430 1,970 136,811 Administrative office: Current: Personal services 539,100 539,100 525,362 13,738 531,529 Contractual services 120,600 120,600 105,168 15,432 41,002 Total administrative office 659,700 659,700 630,530 29,170 572,531 Finance: Current: Personal services 329,900 329,900 328,422 1,478 342,711 Materials and supplies 200 200 57 143 - Contractual services 48,300 48,300 43,368 4,932 52,970 Total finance 378,400 378,400 371,847 6,553 395,681 Election: Current: Personal services 26,000 26,000 - 26,000 28,035 Materials and supplies 4,000 4,000 - 4,000 1,449 Contractual services 18,000 18,000 13,264 4,736 16,957 Total election 48,000 48,000 13,264 34,736 46,441 Legal: Current: Contractual services 205,000 205,000 200,938 4,062 201,523 Property assessment: Current: Contractual services 165,000 165,000 177,554 (12,554)150,115 M.I.S.: Current: Personal services 215,300 215,300 217,213 (1,913)178,403 Materials and supplies 44,600 44,600 69,855 (25,255)46,634 Contractual services 69,400 469,400 276,185 193,215 38,784 Total M.I.S.329,300 729,300 563,253 166,047 263,821 2021 Budgeted Amounts See accompanying notes to the required supplementary information. 91 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDULE - GENERAL FUND Page 3 of 6 For The Year Ended December 31, 2021 With Comparative Actual Amounts For The Year Ended December 31, 2020 2020 Actual Variance with Actual Original Final Amounts Final Budget Amounts Expenditures: (continued) General government: (continued) City hall: Current: Personal services $91,900 $91,900 $95,920 ($4,020)$92,191 Materials and supplies 41,900 41,900 47,767 (5,867)39,113 Contractual services 293,100 293,100 267,543 25,557 278,637 Total City hall 426,900 426,900 411,230 15,670 409,941 Library: Current: Materials and supplies 1,500 1,500 475 1,025 442 Contractual services 120,600 120,600 133,665 (13,065)95,298 Total library 122,100 122,100 134,140 (12,040)95,740 Total general government 2,463,800 2,863,800 2,630,186 233,614 2,272,604 Public safety: Police: Current: Materials and supplies 500 500 - 500 - Contractual services 1,984,800 1,984,800 1,777,166 207,634 1,889,914 Total police 1,985,300 1,985,300 1,777,166 208,134 1,889,914 Fire department: Current: Personal services 1,062,100 1,062,100 1,052,988 9,112 931,819 Materials and supplies 45,100 45,100 44,446 654 43,068 Contractual services 149,200 149,200 142,637 6,563 123,911 Total fire department 1,256,400 1,256,400 1,240,071 16,329 1,098,798 Code enforcement: Current: Personal services 709,100 709,100 750,244 (41,144)706,206 Materials and supplies 6,400 6,400 4,567 1,833 4,148 Contractual services 13,000 13,000 9,318 3,682 10,552 Total code enforcement 728,500 728,500 764,129 (35,629)720,906 Community Service: Current: Personal services 57,200 57,200 36,910 20,290 48,400 Materials and supplies 1,200 1,200 672 528 2,017 Contractual services 5,400 5,400 3,379 2,021 5,485 Total animal control 63,800 63,800 40,961 22,839 55,902 Total public safety 4,034,000 4,034,000 3,822,327 211,673 3,765,520 2021 Budgeted Amounts See accompanying notes to the required supplementary information. 92 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDULE - GENERAL FUND Page 4 of 6 For The Year Ended December 31, 2021 With Comparative Actual Amounts For The Year Ended December 31, 2020 2020 Actual Variance with Actual Expenditures: (continued)Original Final Amounts Final Budget Amounts Public works: Engineering: Current: Personal services $688,900 $688,900 $696,017 ($7,117) $655,565 Materials and supplies 3,000 3,000 4,729 (1,729)3,707 Contractual services 36,000 36,000 31,615 4,385 32,939 Total engineering 727,900 727,900 732,361 (4,461)692,211 Street maintenance: Current: Personal services 975,500 975,500 931,095 44,405 872,618 Materials and supplies 112,200 112,200 132,622 (20,422)124,936 Contractual services 35,300 35,300 28,842 6,458 49,831 Total street maintenance 1,123,000 1,123,000 1,092,559 30,441 1,047,385 Street lighting: Current: Materials and supplies 30,000 30,000 15,521 14,479 1,299 Contractual services 355,500 355,500 364,752 (9,252)386,494 Total street lighting 385,500 385,500 380,273 5,227 387,793 Fleet department: Current: Personal services 339,000 339,000 334,526 4,474 334,139 Materials and supplies 175,600 175,600 143,372 32,228 103,260 Contractual services 74,500 74,500 52,961 21,539 56,695 Total fleet department 589,100 589,100 530,859 58,241 494,094 Total public works 2,825,500 2,825,500 2,736,052 89,448 2,621,483 Parks and recreation: Parks and recreation commission: Current: Materials and supplies 100 100 31 69 - Contractual services 1,100 1,100 291 809 - Total parks and recreation commission 1,200 1,200 322 878 0 Parks and recreation administration: Current: Personal services 218,700 218,700 194,668 24,032 248,104 Materials and supplies 200 200 325 (125)107 Contractual services 5,700 5,700 4,527 1,173 2,289 Total parks and recreation administration 224,600 224,600 199,520 25,080 250,500 Recreation center: Current: Personal services 213,400 213,400 213,208 192 181,753 Materials and supplies 14,400 14,400 18,356 (3,956)3,904 Contractual services 86,400 86,400 77,569 8,831 67,798 Total recreation center 314,200 314,200 309,133 5,067 253,455 2021 Budgeted Amounts See accompanying notes to the required supplementary information. 93 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDULE - GENERAL FUND Page 5 of 6 For The Year Ended December 31, 2021 With Comparative Actual Amounts For The Year Ended December 31, 2020 2020 Actual Variance with Actual Original Final Amounts Final Budget Amounts Expenditures: (continued) Parks and recreation: (continued) Senior citizen center: Current: Personal services $87,100 $87,100 $86,437 $663 $84,813 Materials and supplies 3,000 3,000 1,174 1,826 1,145 Contractual services 23,500 23,500 28,547 (5,047)14,741 Total senior citizen center 113,600 113,600 116,158 (2,558)100,699 Recreation programs: Current: Personal services 251,000 251,000 186,432 64,568 138,669 Materials and supplies 19,200 19,200 16,753 2,447 5,844 Contractual services 122,200 122,200 107,853 14,347 53,032 Total recreation programs 392,400 392,400 311,038 81,362 197,545 Self-supporting programs: Current: Personal services 20,000 20,000 14,162 5,838 13,709 Materials and supplies 3,300 3,300 5,489 (2,189)2,672 Contractual services 14,000 14,000 5,038 8,962 4,542 Total self-supporting programs 37,300 37,300 24,689 12,611 20,923 Lake Ann Park operations: Current: Personal services 11,400 11,400 9,050 2,350 - Materials and supplies 8,200 8,200 8,669 (469)469 Contractual services 49,600 49,600 49,236 364 44,697 Total Lake Ann Park operations 69,200 69,200 66,955 2,245 45,166 Park maintenance: Current: Personal services 908,800 908,800 839,566 69,234 773,869 Materials and supplies 89,700 89,700 91,363 (1,663)64,851 Contractual services 107,000 107,000 105,266 1,734 127,675 Total park maintenance 1,105,500 1,105,500 1,036,195 69,305 966,395 Recreation sports: Current: Personal services 23,000 23,000 15,811 7,189 7,176 Materials and supplies 6,500 6,500 5,194 1,306 607 Contractual services 300 300 125 175 - Total recreation sports 29,800 29,800 21,130 8,670 7,783 Total parks and recreation 2,287,800 2,287,800 2,085,140 202,660 1,842,466 2021 Budgeted Amounts See accompanying notes to the required supplementary information. 94 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDULE - GENERAL FUND Page 6 of 6 For The Year Ended December 31, 2021 With Comparative Actual Amounts For The Year Ended December 31, 2020 2020 Actual Variance with Actual Original Final Amounts Final Budget Amounts Expenditures: (continued) Community development: Planning commission: Current: Materials and supplies $200 $200 $ - $200 $ - Contractual services 1,500 1,500 1,617 (117)1,750 Total planning commission 1,700 1,700 1,617 83 1,750 Planning administration: Current: Personal services 547,600 547,600 549,476 (1,876)536,848 Materials and supplies 400 400 30 370 68 Contractual services 12,000 12,000 8,007 3,993 4,290 Total planning administration 560,000 560,000 557,513 2,487 541,206 Senior facility commission: Current: Personal services 30,400 30,400 31,101 (701)30,542 Contractual services 5,000 5,000 368 4,632 - Total senior facility commission 35,400 35,400 31,469 3,931 30,542 Total community development 597,100 597,100 590,599 6,501 573,498 Total expenditures 12,208,200 12,608,200 11,864,304 743,896 11,075,571 Revenues over expenditures ($90,000) ($490,000) 1,240,749 $1,730,749 $1,410,697 Fund balance - January 1 6,748,766 5,338,069 Fund balance - December 31 $7,989,515 $6,748,766 Budgeted Amounts 2021 See accompanying notes to the required supplementary information. 95 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 10 SCHEDULE OF CHANGES IN THE CITY'S TOTAL OPEB LIABILITY AND RELATED RATIOS Last Ten Fiscal Years 2021 2020 2019 2018 Total OPEB liability: Service cost $15,307 $13,504 $13,547 $14,388 Interest 3,785 5,463 8,738 7,032 Changes of benefit terms - - - - Differences between expected and actual experience 8,015 (12,888) (82,370) - Changes in assumptions (6,405) 9,168 16,736 (7,402) Benefit payments (8,835) (3,343) - (9,869) Net change in total OPEB liability 11,867 11,904 (43,349) 4,149 Total OPEB liability - beginning 167,623 155,719 199,068 194,919 Total OPEB liability - ending $179,490 $167,623 $155,719 $199,068 Covered-employee payroll $6,422,681 $5,270,695 $5,270,695 $5,151,178 Total OPEB liability as a percentage of covered-employee payroll 2.8%3.2%3.0%3.9% The schedule is provided prospectively beginning with the City's fiscal year ended December 31, 2018 and is intended to show a ten year trend. Additional years will be added as they become available. See accompanying notes to the required supplementary information. 96 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 11 SCHEDULE OF PROPORTIONATE SHARE OF NET PENSION LIABILITY - GENERAL EMPLOYEES RETIREMENT FUND Last Ten Fiscal Years City's Plan State's Proportionate Fiduciary Proportionate Share of the Net Net City's City's Share Pension Liability City's Position Proportionate Proportionate (Amount) and the State's Proportionate as a Share Share of the Net Proportionate Share of the Net Percentage (Percentage) (Amount) Pension Share of the Net Pension Liability of the Measurement Fiscal Year of the of the Net Liability Pension Liability as a Percentage Total Date Ending Net Pension Pension Associated Associated with Covered of its Covered Pension June 30 December 31 Liability Liability (a) with City (b) City (a+b) Payroll (c) Payroll ((a+b)/c) Liability 2015 2015 0.0791% $4,099,373 $0 $4,099,373 $4,651,703 88.1%78.2% 2016 2016 0.0759% 6,162,704 80,496 6,243,200 4,708,444 132.6% 68.9% 2017 2017 0.0751% 4,794,334 60,265 4,854,599 4,836,519 100.4% 75.9% 2018 2018 0.0760% 4,216,168 138,310 4,354,478 5,110,253 85.2%79.5% 2019 2019 0.0727% 4,019,420 124,828 4,144,248 5,143,989 80.6%80.2% 2020 2020 0.0741% 4,442,634 137,022 4,579,656 5,283,373 86.7%79.1% 2021 2021 0.0768% 3,279,704 100,098 3,379,802 5,527,150 61.1%87.0% The schedule is provided prospectively beginning with the City's fiscal year ended December 31, 2015 and is intended to show a ten year trend. Additional years will be reported as they become available. See accompanying notes to the required supplementary information. 97 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 12 SCHEDULE OF PENSION CONTRIBUTIONS - GENERAL EMPLOYEES RETIREMENT FUND Last Ten Fiscal Years Statutorily Contributions in Contribution Contributions as a Required Relation to the Deficiency Covered Percentage of Fiscal Year Contribution Statutorily Required (Excess) Payroll Covered-Employee Ending (a) Contribution (b)(a-b)(c)Payroll (b/c) December 31, 2015 $346,881 $346,881 $0 $4,625,080 7.50% December 31, 2016 358,611 358,611 - 4,781,489 7.50% December 31, 2017 371,824 371,824 - 4,957,652 7.50% December 31, 2018 383,686 383,686 - 5,115,814 7.50% December 31, 2019 390,082 390,082 - 5,201,071 7.50% December 31, 2020 409,847 409,847 - 5,464,626 7.50% December 31, 2021 438,328 438,328 - 5,844,364 7.50% The schedule is provided prospectively beginning with the City's fiscal year ended December 31, 2015 and is intended to show a ten year trend. Additional years will be reported as they become available. See accompanying notes to the required supplementary information. 98 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 13 SCHEDULE OF PROPORTIONATE SHARE OF NET PENSION LIABILITY - PUBLIC EMPLOYEES POLICE AND FIRE FUND Last Ten Fiscal Years Proportionate Share Proportionate Proportionate of the Net Pension Plan Fiduciary Share Share (Amount) Liability as a Net Position as (Percentage) of of the Net Percentage of its a Percentage Measurement Fiscal Year the Net Pension Pension Covered Covered of the Total Date Ending Liability Liability (a) Payroll (b) Payroll (a/b) Pension Liability June 30, 2015 December 31, 2015 0.0200%$227,247 $180,370 126.0%86.6% June 30, 2016 December 31, 2016 0.0190%762,503 186,408 409.1%63.9% June 30, 2017 December 31, 2017 0.0190%256,523 194,526 131.9%85.4% June 30, 2018 December 31, 2018 0.0193%205,718 203,653 101.0%88.8% June 30, 2019 December 31, 2019 0.0205%218,243 216,056 101.0%89.3% June 30, 2020 December 31, 2020 0.0200%263,621 225,631 116.8%87.2% June 30, 2021 December 31, 2021 0.0220%169,817 260,290 65.2%93.7% The schedule is provided prospectively beginning with the City's fiscal year ended December 31, 2015 and is intended to show a ten year trend. Additional years will be reported as they become available. See accompanying notes to the required supplementary information. 99 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 14 SCHEDULE OF PENSION CONTRIBUTIONS - PUBLIC EMPLOYEES POLICE AND FIRE FUND Last Ten Fiscal Years Statutorily Contributions in Contribution Contributions as a Required Relation to the Deficiency Covered Percentage of Fiscal Year Contribution Statutorily Required (Excess) Payroll Covered Ending (a) Contribution (b)(a-b)(c)Payroll (b/c) December 31, 2015 $29,647 $29,647 $0 $183,006 16.20% December 31, 2016 30,790 30,790 - 190,064 16.20% December 31, 2017 32,612 32,612 - 201,307 16.20% December 31, 2018 33,511 33,511 - 206,857 16.20% December 31, 2019 37,761 37,761 - 222,780 16.95% December 31, 2020 40,530 40,530 - 228,980 17.70% December 31, 2021 55,996 55,996 - 316,363 17.70% The schedule is provided prospectively beginning with the City's fiscal year ended December 31, 2015 and is intended to show a ten year trend. Additional years will be reported as they become available. See accompanying notes to the required supplementary information. 100 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 15 SCHEDULE OF CHANGES IN THE NET PENSION LIABILITY AND RELATED RATIOS - CHANHASSEN FIRE DEPARTMENT RELIEF ASSOCIATION LAST TEN FISCAL YEARS Fiscal year ending December 31, 2021 December 31, 2020 December 31, 2019 December 31, 2018 December 31, 2017 December 31, 2016 December 31, 2015 Measurement date December 31, 2020 December 31, 2020 December 31, 2019 December 31, 2018 December 31, 2017 December 31, 2016 December 31, 2015 Total pension liability: Service cost $150,695 $150,695 $143,922 $143,922 $88,924 $88,924 $86,369 Interest 156,622 156,622 154,784 149,836 127,729 128,235 118,909 Changes of benefit terms - - - - 212,120 - 279,202 Differences between expected and actual experience 76,350 76,350 (79,049) - 5,145 - (5,328) Changes of assumptions 58,144 58,144 (902) (1,074) 231,636 (203) - Benefit payments, including refunds of employee contributions (206,737) (206,737) (170,835) (216,595) (370,143) (113,883) (470,743) Net change in total pension liability 235,074 235,074 47,920 76,089 295,411 103,073 8,409 Total pension liability - beginning 3,055,205 3,055,205 3,007,285 2,931,196 2,635,785 2,532,712 2,524,303 Total pension liability - ending (a) $3,290,279 $3,290,279 $3,055,205 $3,007,285 $2,931,196 $2,635,785 $2,532,712 Plan fiduciary net position: Contributions - employer $31,957 $31,957 $47,399 $54,749 $ - $ - $37,571 Contributions - State of Minnesota 203,495 203,495 190,045 184,695 181,554 177,831 177,784 Contributions - employee - - - - - - - Net investment income 237,593 237,593 328,474 (130,928) 306,593 158,581 (105,958) Benefit payments, including refunds of employee contributions (206,737) (206,737) (170,835) (216,595) (340,243)(113,883)(470,743) Administrative expense (16,000) (16,000) (16,386) (17,350) (14,875)(16,972)(7,225) Other changes - - - 500 - Net change in plan fiduciary net position 250,308 250,308 378,697 (125,429)133,029 206,057 (368,571) Plan fiduciary net position - beginning 2,499,867 2,499,867 2,121,170 2,246,599 2,113,570 1,907,513 2,276,084 Plan fiduciary net position - ending (b)$2,750,175 $2,750,175 $2,499,867 $2,121,170 $2,246,599 $2,113,570 $1,907,513 Net pension liability - ending (a) - (b)$540,104 $540,104 $555,338 $886,115 $684,597 $522,215 $625,199 Plan fiduciary net position as a percentage of the total pension liability 83.6%83.6%81.8%70.5%76.6%80.2%75.3% Covered payroll*NA NA NA NA NA NA NA Net pension liability as a percentage of covered payroll*Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable *The Chanhassen Fire Department Relief Association is comprised of volunteers, therefore there are no payroll expenditures. Beginning in 2021, The City's net pension liability was measured using a one-year lookback option. GASB 68 was implemented in 2015. Information prior to 2015 is not available. See accompanying notes to the required supplementary information. 101 CITY OF CHANHASSEN, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 16 SCHEDULE OF CONTRIBUTIONS - CHANHASSEN FIRE DEPARTMENT RELIEF ASSOCIATION Last Ten Fiscal Years Actuarially Contribution Contributions Determined Deficiency as a Percentage Fiscal Year Contribution Employer State of MN (Excess) Covered of Covered Ending (a) Contributions (b) Contributions (c) (a-b-c) Payroll Payroll December 31, 2015 $142,501 $37,571 $174,784 ($69,854) ** December 31, 2016 171,760 - 176,831 (5,071) ** December 31, 2017 171,760 - 176,554 (4,794) * * December 31, 2018 236,444 54,749 181,695 - * * December 31, 2019 237,444 47,399 190,045 - * * December 31, 2020 235,452 31,957 203,495 - * * December 31, 2021 235,452 31,957 203,495 - * * *The Chanhassen Fire Department Relief Association is comprised of volunteers, therefore, there are no payroll expenditures. (i.e., there are no covered payroll amounts or percentage calculations.) Beginning in 2021, The City's net pension liability was measured using a one-year lookback option. GASB 68 was implemented in 2015. Information prior to 2015 is not available. Contributions in Relation to the Actuarially Determined Contribution See accompanying notes to the required supplementary information. 102 CITY OF CHANHASSEN, MINNESOTA NOTES TO RSI December 31, 2021 A. LEGAL COMPLIANCE – BUDGETS 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 expenditure category level. B. PENSION INFORMATION PERA – General Employees Retirement Fund 2021 Changes in Actuarial Assumptions:  The investment return and single discount rates were changed from 7.50% to 6.50% for financial reporting purposes.  The mortality improvement scale was changed from Scale MP-2019 to Scale MP-2020. 2020 Changes in Actuarial Assumptions:  The price inflation assumption was decreased from 2.50% to 2.25%.  The payroll growth assumption was decreased from 3.25% to 3.00%.  Assumed salary increase rates were decreased 0.25% and assumed rates of retirement were changed resulting in more unreduced (normal) retirements and slightly fewer Rule of 90 and early retirements. Assumed rates of termination and disability were also changed.  Base mortality tables were changed from RP-2014 tables to Pub-2010 tables, with adjustments.  The mortality improvement scale was changed from Scale MP-2018 to Scale MP-2019.  The spouse age difference was changed from two years older for females to one year older.  The assumed number of married male new retirees electing the 100% Joint & Survivor option changed from 35% to 45%. The assumed number of married female new retirees electing the 100% Joint & Survivor option changed from 15% to 30%. The corresponding number of married new retirees electing the Life annuity option was adjusted accordingly. Changes in Plan Provisions:  Augmentation for current privatized members was reduced to 2.0% for the period July 1, 2020 through December 31, 2023 and 0.0% after. Augmentation was eliminated for privatizations occurring after June 30, 2020. 2019 Changes in Actuarial Assumptions:  The mortality projection scale was changed from MP-2017 to MP-2018. 103 CITY OF CHANHASSEN, MINNESOTA NOTES TO RSI December 31, 2021 Changes in the Plan Provisions  The employer supplemental contribution was changed prospectively, decreasing from $31.0 million to $21.0 million per year. The State’s special funding contribution was changed prospectively, requiring $16.0 million due per year through 2031. 2018 Changes in Actuarial Assumptions:  The mortality projection scale was changed from MP-2015 to MP-2017.  The assumed benefit increase was changed from 1.0 percent per year through 2044 and 2.50 percent per year thereafter to 1.25 percent per year. 2017 Changes in Actuarial Assumptions:  The Combined Service Annuity (CSA) loads were changed from 0.8% for active members and 60% for vested and non-vested deferred members. The revised CSA loads are now 0.0% for active member liability, 15.0% for vested deferred member liability and 3.0% for non-vested deferred member liability.  The assumed post-retirement benefit increase rate was changed from 1.0% per year for all years to 1.0% per year through 2044 and 2.5% per year thereafter. 2016 Changes in Actuarial Assumptions:  The assumed post-retirement benefit increase rate was changed from 1.0% per year through 2035 and 2.5% per year thereafter to 1.0% per year for all future years.  The assumed investment return was changed from 7.9% to 7.5%. The single discount rate was changed from 7.9% to 7.5%.  Other assumptions were changed pursuant to the experience study dated June 30, 2015. The assumed future salary increases, payroll growth, and inflation were decreased by 0.25% to 3.25% for payroll growth and 2.50% for inflation. PERA – Public Employees Police and Fire Fund 2021 Changes in Actuarial Assumptions:  The investment return and single discount rates were changed from 7.50% to 6.50% for financial reporting purposes.  The inflation assumption was changed from 2.50% to 2.25%.  The payroll growth assumption was changed from 3.25% to 3.00%.  The base mortality tables for healthy annuitants, disabled annuitants and employees were changed from RP-2014 tables to Pub-2010 Public Safety Mortality tables. The mortality improvement scale was changed from MP-2019 to MN-2020. 104 CITY OF CHANHASSEN, MINNESOTA NOTES TO RSI December 31, 2021  Assumed salary increase and retirement rates were modified as recommended in the July 14, 2020 experience study. The changes result in a decrease in gross salary increase rates, slightly more unreduced retirements and fewer assumed early retirements.  Assumed rates of withdrawal were changed from select and ultimate rates to service-based rates. The changes result in more assumed terminations.  Assumed rates of disability were increased for ages 25-44 and decreased for ages over 49. Overall, proposed rates result in more projected disabilities.  Assumed percent married for active female members was changed from 60% to 70%. 2020 Changes in Actuarial Assumptions:  The mortality projection scale was changed from MP-2018 to MP-2019. 2019 Changes in Actuarial Assumptions:  The mortality projection scale was changed from MP-2017 to MP-2018. Changes in the Plan Provisions  There have been no changes since the prior valuation. 2018 Changes in Actuarial Assumptions:  The mortality projection scale was changed from MP-2016 to MP-2017. 2017 Changes in Actuarial Assumptions:  The single discount rate was changed from 5.6% to 7.5%.  Assumed salary increases were changed as recommended in the June 30, 2016 experience study. The net effect is proposed rates that average 0.34% lower than the previous rates.  Assumed rates of retirement were changed, resulting in fewer retirements.  The Combined Service Annuity (CSA) load was 30% for vested and non-vested deferred members. The CSA has been changed to 33% for vested members and 2% for non-vested members.  The base mortality table for healthy annuitants was changed from the RP-2000 fully generational table to the RP-2014 fully generational table (with a base year of 2006), with male rates adjusted by a factor of 0.96. The mortality improvement scale was changed from Scale AA to Scale MP-2016. The base mortality table for disabled annuitants was changed from the RP-2000 disabled mortality table to the mortality tables assumed for healthy retirees.  Assumed termination rates were decreased to 3.0% for the first three years of service. Rates beyond the select period of three years were adjusted, resulting in more expected terminations overall.  Assumed percentage of married female members was decreased from 65% to 60%. 105 CITY OF CHANHASSEN, MINNESOTA NOTES TO RSI December 31, 2021  Assumed age difference was changed from separate assumptions for male members (wives assumed to be three years younger) and female members (husbands assumed to be four years older) to the assumption that males are two years older than females.  The assumed percentage of female members electing Joint and Survivor annuities was increased.  The assumed post-retirement benefit increase rate was changed from 1.00% for all years to 1.00% per year through 2064 and 2.50% thereafter. 2016 Changes in Actuarial Assumptions:  The assumed post-retirement benefit increase rate was changed from 1.0% per year through 2037 and 2.5% per year thereafter to 1.0% per year for all future years.  The assumed investment return was changed from 7.9% to 7.5%. The single discount rate changed from 7.9% to 5.6%.  The assumed future salary increases, payroll growth, and inflation were decreased by 0.25% to 3.25% for payroll growth and 2.50% for inflation. Single Employer – Fire Relief Association Valuation date – actuarially determined contribution rates are calculated as of January 1 every other year, which is the same date as the beginning of the fiscal year beginning in which contributions are reported. 2020 Changes in Actuarial Assumptions:  The mortality assumption was updated from the PubS-2010 Mortality Table Projected Generationally from 2010 with the MP-2019 Mortality Improvement Scale to the PubS-2010 Mortality Table Projected Generationally from 2010 with the MP-2020 Mortality Improvement Scale. 2019 Changes in Actuarial Assumptions:  The mortality table used to measure funding liability has been changed from RP -2014 Sex Distinct Blue Collar Mortality with generational improvements beginning in 2006 (based on assumptions developed from the 2017 Social Security Trustees Report) to PubS-2010 Mortality with generational improvements projected beginning in 2010 based on SOA Scale MP-2019. 2018 Changes in Actuarial Assumptions:  Mortality assumptions were determined using the RP-2014 Blue Collar Mortality with fully generational improvements from 2006 based on assumptions from the Social Security Administration’s 2018 trustees report.  The mortality improvement scale used to measure liability has been changed from an improvement scale based on assumptions developed from the 2017 Social Security Trustees Report to an improvement scaled based on assumptions developed from the 2018 Social Security trustees Report. The base table (RP-2014 Blue Collar) and year in which improvements began (2006) remained unchanged. This results in a decrease in liability and service cost. 106 CITY OF CHANHASSEN, MINNESOTA NOTES TO RSI December 31, 2021 2017 Changes in Actuarial Assumptions:  The mortality improvement scale has been changed from an improvement scale based on assumptions developed from the 2016 Social Security Trustees Report to an improvement scale based on assumptions developed from the 2017 Social Security Trustees Report.  Disability rates have changed from 0.03% at age 20, grading to 0.33% at age 50 to Class 1 1985 Disability Rates.  The lump sum benefit accrual amount has been projected to increase by 9.27% every three years (3% compounded each year). 2016 Changes in Actuarial Assumptions:  As of December 31, 2016, the mortality assumption was changed to the RP-2014 Blue Collar Mortality with fully generational improvements from 2006 based on assumptions from the Social Security Administration’s 2016 trustees report. Details can be obtained from the financial reports of the Fire Relief Association. C. OPEB INFORMATION No assets are accumulated in a trust that meets the criteria in paragraph 4 of GASB Statement No. 75 to pay related benefits. 107 - This page intentionally left blank - 108 COMBINING AND INDIVIDUAL NONMAJOR FUND FINANCIAL STATEMENTS AND SCHEDULES 109 - This page intentionally left blank - 110 NONMAJOR GOVERNMENTAL FUNDS 111 - This page intentionally left blank - 112 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). 113 CITY OF CHANHASSEN, MINNESOTA COMBINING BALANCE SHEET Statement 17 NONMAJOR GOVERNMENTAL FUNDS December 31, 2021 With Comparative Totals For December 31, 2020 Special Debt Capital Revenue Service Project 2021 2020 Assets: Cash and investments $1,993,001 $2,198,869 $3,048,533 $7,240,403 $5,658,893 Accrued interest receivable 1,794 6,782 8,648 17,224 36,152 Due from other governmental units 249 - 1,035 1,284 971 Accounts receivable - net 86,068 - 67,998 154,066 87,074 Property taxes receivable - 3,554 8,544 12,098 - Prepaid items 690 - - 690 49,690 Interfund loan receivable - - 383,971 383,971 568,962 Special assessments receivable - 319,216 - 319,216 319,528 Total assets $2,081,802 $2,528,421 $3,518,729 $8,128,952 $6,721,270 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable $2,000 $402,100 $314,372 $718,472 $592,403 Due to other governmental units - - 128,247 128,247 10,679 Due to other funds - - 7,425 7,425 - Salaries payable 2,047 - - 2,047 3,361 Contracts payable - - - - 9,889 Unearned revenue 1,441,924 - - 1,441,924 - Total liabilities 1,445,971 402,100 450,044 2,298,115 616,332 Deferred inflows of resources: Unavailable revenue - 319,216 - 319,216 319,528 Fund balance: Nonspendable 690 - - 690 49,690 Restricted 92,226 630,411 334,131 1,056,768 1,669,927 Assigned 542,915 1,176,694 2,756,979 4,476,588 4,065,793 Unassigned - - (22,425) (22,425) - Total fund balance 635,831 1,807,105 3,068,685 5,511,621 5,785,410 Total liabilities, deferred inflows of resources, and fund balance $2,081,802 $2,528,421 $3,518,729 $8,128,952 $6,721,270 Total Nonmajor Governmental Funds 114 CITY OF CHANHASSEN, MINNESOTA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND Statement 18 CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS For The Year Ended December 31, 2021 With Comparative Totals For The Year Ended December 31, 2020 Special Debt Capital Revenue Service Project 2021 2020 Revenues: General property taxes $ - $479,800 $1,153,000 $1,632,800 $1,831,012 Tax increment collections - 279,653 279,653 236,485 Licenses and permits - - 336,215 336,215 28,111 Intergovernmental - - 298,264 298,264 1,888,665 Franchise Fees 162,120 - - 162,120 177,362 Special assessments - 332 - 332 352 Charges for services 11,900 - - 11,900 199,694 Investment earnings (3,687) (13,938)(8,018) (25,643) 182,886 Contributions and donations 63,143 - - 63,143 24,870 Refunds and reimbursements 249 - 31,650 31,899 33,731 Other - - 4,600 4,600 4,400 Total revenues 233,725 466,194 2,095,364 2,795,283 4,607,568 Expenditures: Current: General government 223,866 26,951 572,558 823,375 1,089,167 Public safety 36,685 - - 36,685 21,385 Public works - - 304,590 304,590 381,808 Parks and recreation - - 160,553 160,553 12,005 Community development - - 295,505 295,505 229,736 Capital outlay: General government - - - - 833,034 Public safety - - - - 387,528 Public works - - - - 456,476 Parks and recreation - - 1,183,802 1,183,802 1,064,094 Debt service: Principal - 360,000 - 360,000 1,585,000 Interest and paying agent fees - 92,680 - 92,680 143,970 Total expenditures 260,551 479,631 2,517,008 3,257,190 6,204,203 Revenues over (under) expenditures (26,826) (13,437) (421,644) (461,907) (1,596,635) Other financing sources (uses): Project financing issued - - 288,929 288,929 - Sale of capital assets - - 84,983 84,983 46,443 Transfers in - - - - 40,724 Transfers out - (185,794) - (185,794) (40,724) Total other financing sources (uses)0 (185,794) 373,912 188,118 46,443 Net change in fund balance (26,826) (199,231) (47,732) (273,789) (1,550,192) Fund balance - January 1 662,657 2,006,336 3,116,417 5,785,410 7,335,602 Fund balance - December 31 $635,831 $1,807,105 $3,068,685 $5,511,621 $5,785,410 Total Nonmajor Governmental Funds 115 - This page intentionally left blank - 116 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. Cemetery Fund – The City owns and operates a municipal cemetery. In 2014, improvements were made to add approximately 300 additional plots. This fund accounts for all plot fees and maintenance going forward. Cemetery operations had previously been accounted for within the City’s General Fund. CATV Fund – Under the terms of the franchise agreement with Mediacom, 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. Grant Fund- This fund accounts for the revenues and expenditures related to federal and state financial assistance programs. 117 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING BALANCE SHEET Statement 19 NONMAJOR SPECIAL REVENUE FUNDS December 31, 2021 With Comparative Totals For December 31, 2020 201 Contribution Fund 202 Cemetery Fund 210 CATV Fund 212 Grant Fund 2021 2020 Assets: Cash and investments $40,120 $80,700 $430,257 $1,441,924 $1,993,001 $616,317 Accrued interest receivable 96 237 1,461 - 1,794 3,276 Accounts receivable - net 8,173 - 77,895 - 86,068 51,406 Due from other governmental units - - 249 - 249 - Prepaid items - - 690 - 690 1,069 Total assets $48,389 $80,937 $510,552 $1,441,924 $2,081,802 $672,068 Liabilities and Fund Balance Liabilities: Accounts payable $ - $ - $2,000 $ - $2,000 $6,050 Salaries payable - - 2,047 - 2,047 3,361 Unearned revenue - - - 1,441,924 1,441,924 - Total liabilities 0 0 4,047 1,441,924 1,445,971 9,411 Fund balance: Nonspendable - - 690 - 690 1,069 Restricted 48,389 - 43,837 - 92,226 65,965 Assigned - 80,937 461,978 - 542,915 595,623 Total fund balance 48,389 80,937 506,505 0 635,831 662,657 Total liabilities and fund balance $48,389 $80,937 $510,552 $1,441,924 $2,081,802 $672,068 Total Nonmajor Special Revenue Funds 118 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES Statement 20 AND CHANGES IN FUND BALANCES NONMAJOR SPECIAL REVENUE FUNDS For The Year Ended December 31, 2021 With Comparative Totals For The Year Ended December 31, 2020 201 Contribution Fund 202 Cemetery Fund 210 CATV Fund 212 Grant Fund 2021 2020 Revenues: Intergovernmental $ - $ - $ - $ - $ - $1,560,038 Franchise fees - - 162,120 - 162,120 177,362 Charges for services - 11,900 - - 11,900 13,900 Investment earnings (197) (488) (3,002) - (3,687) 15,303 Contributions and donations 63,143 - - - 63,143 24,870 Refunds and reimbursements - - 249 - 249 - Total revenues 62,946 11,412 159,367 0 233,725 1,791,473 Expenditures: Current: General government - 1,330 222,536 - 223,866 652,523 Public safety 36,685 - - - 36,685 21,385 Capital outlay: General government - - - - - 747,757 Public safety - - - - - 101,635 Public works - - - - - 125,640 Parks and recreation - - - - 97,786 Total expenditures 36,685 1,330 222,536 0 260,551 1,746,726 Net change in fund balance 26,261 10,082 (63,169)0 (26,826) 44,747 Fund balance - January 1 22,128 70,855 569,674 0 662,657 617,910 Fund balance - December 31 $48,389 $80,937 $506,505 $0 $635,831 $662,657 Total Nonmajor Special Revenue Funds 119 - This page intentionally left blank - 120 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. Permanent Revolving Debt – This fund is used to account for excess resources from matured bond issues. General Obligation Bond Funds – 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. 121 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING BALANCE SHEET Statement 21 NONMAJOR DEBT SERVICE FUNDS December 31, 2021 With Comparative Totals For December 31, 2020 300 Permanent Revolving Debt 368 2009A G.O. Refunding Bonds 370 2016A G.O. Refunding Bonds 2021 2020 Assets: Cash and investments $737,479 $835,570 $625,820 $2,198,869 $2,372,396 Accrued interest receivable 3,177 2,568 1,037 6,782 14,190 Property taxes receivable - - 3,554 3,554 - Special assessments receivable 8,094 311,122 - 319,216 319,528 Total assets $748,750 $1,149,260 $630,411 $2,528,421 $2,706,114 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable $21,850 $380,250 $ - $402,100 $380,250 Deferred inflows of resources: Unavailable revenue 8,094 311,122 - 319,216 319,528 Fund balance: Restricted - - 630,411 630,411 605,422 Assigned 718,806 457,888 - 1,176,694 1,400,914 Total fund balance 718,806 457,888 630,411 1,807,105 2,006,336 Total liabilities, deferred inflows of resources, and fund balance $748,750 $1,149,260 $630,411 $2,528,421 $2,706,114 Total Nonmajor Debt Service Funds 122 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND Statement 22 CHANGES IN FUND BALANCES NONMAJOR DEBT SERVICE FUNDS For The Year Ended December 31, 2021 With Comparative Totals For The Year Ended December 31, 2020 300 Permanent Revolving Debt 368 2009A G.O. Refunding Bonds 370 2016A G.O. Refunding Bonds 2021 2020 Revenues: General property taxes $ - $ - $479,800 $479,800 $938,012 Special assessments 332 - - 332 352 Investment earnings (6,529) (5,278) (2,131) (13,938) 66,297 Charges for services - - - - 185,794 Total revenues (6,197) (5,278) 477,669 466,194 1,190,455 Expenditures: Current: General government 26,951 - - 26,951 19,262 Debt service: Principal - - 360,000 360,000 1,585,000 Interest and paying agent fees - - 92,680 92,680 143,970 Total expenditures 26,951 0 452,680 479,631 1,748,232 Revenues over (under) expenditures (33,148) (5,278) 24,989 (13,437) (557,777) Other financing sources (uses): Transfers in - - - - 40,724 Transfers out (185,794) - - (185,794) (40,724) Total other financing sources (uses) (185,794)0 0 (185,794)0 Net change in fund balance (218,942) (5,278) 24,989 (199,231) (557,777) Fund balance - January 1 937,748 463,166 605,422 2,006,336 2,564,113 Fund balance - December 31 $718,806 $457,888 $630,411 $1,807,105 $2,006,336 Total Nonmajor Debt Service Funds 123 - This page intentionally left blank - 124 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 the City’s annual equipment purchases not related to the City’s enterprise funds. The fund currently does include a property tax levy to support the annual purchases. 401 Park Replacement Fund – Accounts for replacement or repair of major park equipment/infrastructure, including playgrounds, picnic shelters, hockey rinks, bridges, fences, walls, etc. The maintenance and replacement schedule is an ongoing endeavor that will be updated as new investments are made or aging structures are removed. 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. 480 TIF #11 – Accounts for tax increment financing for the downtown district, TIF #11 – Frontier Development #2. 481 TIF #12 – Accounts for tax increment financing for TIF #12 – Lake Place Senior Apt. 603 Lyman Blvd Improvements – Accounts for the street and utility improvement of Lyman Blvd. 125 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING BALANCE SHEET NONMAJOR CAPITAL PROJECT FUNDS December 31, 2021 With Comparative Totals For December 31, 2020 410 Park 400 Capital 401 Park Acquisition and Replacement Fund Replacement Fund Development Assets: Cash and investments $1,249,676 $196,162 $425,678 Accrued interest receivable 2,319 954 2,472 Due from other governmental units 1,027 - - Accounts receivable - net 67,998 - - Property taxes receivable 5,928 - - Prepaid items - - - Interfund loan receivable 383,971 - - Total assets $1,710,919 $197,116 $428,150 Liabilities, Deferred Inflows of Resources, and Fund Balance Liabilities: Accounts payable $181,926 $ - $ - Due to other governmental units - - 106,989 Due to other funds - - - Contracts payable - - - Total liabilities 181,926 0 106,989 Fund balance: Nonspendable - - - Restricted - - 321,161 Assigned 1,528,993 197,116 - Unassigned - - - Total fund balance 1,528,993 197,116 321,161 Total liabilities, deferred inflows of resources, and fund balance $1,710,919 $197,116 $428,150 126 Statement 23 420 Street 480 Frontier 481 Lake 603 Lyman 413 Transit Station Pavement Development #2 Place Senior Apt Boulevard Total Nonmajor Assessment Fund Management TIF#11 TIF 12 Improvements 2021 2020 $102,587 $806,631 $129,405 $ - $138,394 $3,048,533 $2,670,180 315 2,031 132 - 425 8,648 18,686 - 8 - - - 1,035 971 - - - - - 67,998 35,668 - 2,616 - - - 8,544 - - - - - - - 48,621 - - - - - 383,971 568,962 $102,902 $811,286 $129,537 $0 $138,819 $3,518,729 $3,343,088 $ - $879 $116,567 $15,000 $ - $314,372 $206,103 - 21,258 - - - 128,247 10,679 - - - 7,425 - 7,425 - - - - - - - 9,889 0 22,137 116,567 22,425 0 450,044 226,671 - - - - - - 48,621 - - 12,970 - - 334,131 998,540 102,902 789,149 - - 138,819 2,756,979 2,069,256 - - - (22,425) - (22,425) - 102,902 789,149 12,970 (22,425)138,819 3,068,685 3,116,417 $102,902 $811,286 $129,537 $0 $138,819 $3,518,729 $3,343,088 Capital Project Funds 127 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND Statement 24 CHANGES IN FUND BALANCES Page 1 of 2 NONMAJOR CAPITAL PROJECT FUNDS For The Year Ended December 31, 2021 With Comparative Totals For The Year Ended December 31, 2020 410 Park 413 Transit Station 420 Street 400 Capital 401 Park Acquisition and Assessment Pavement Replacement Fund Replacement Fund Development Fund Management Revenues: General property taxes $800,000 $ - $ - $ - $353,000 Tax increment collections - - - - - Licenses and permits 107,971 - 228,244 - - Intergovernmental - - - - 298,264 Investment earnings 4,994 (1,960)(5,082)(649)(4,176) Refunds and reimbursements 30,650 - 1,000 - - Other 4,600 - - - - Total revenues 948,215 (1,960)224,162 (649)647,088 Expenditures: Current: General government 572,558 - - - - Public works - - - - 304,590 Parks and recreation - 160,553 - - - Community development - - - - - Capital outlay: General government - - - - - Public safety - - - - - Public works - - - - - Parks and recreation - - 1,183,802 - - Total expenditures 572,558 160,553 1,183,802 0 304,590 Revenues over (under) expenditures 375,657 (162,513) (959,640)(649)342,498 Other financing sources (uses): Proceeds from loans - - 288,929 - - Sale of capital assets 84,983 - - - - Total other financing sources (uses)84,983 0 288,929 0 0 Net change in fund balance 460,640 (162,513) (670,711)(649)342,498 Fund balance - January 1 1,068,353 359,629 991,872 103,551 446,651 Fund balance - December 31 $1,528,993 $197,116 $321,161 $102,902 $789,149 128 CITY OF CHANHASSEN, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND Statement 24 CHANGES IN FUND BALANCES Page 2 of 2 NONMAJOR CAPITAL PROJECT FUNDS For The Year Ended December 31, 2021 With Comparative Totals For The Year Ended December 31, 2020 480 Frontier 481 Lake 603 Lyman Development #2 Place Senior Apt Boulevard TIF#11 TIF 12 Improvements 2021 2020 Revenues: General property taxes $ - $ - $ - $1,153,000 $893,000 Tax increment collections 279,653 - - 279,653 $236,485 Licenses and permits - - - 336,215 28,111 Intergovernmental - - - 298,264 328,627 Investment earnings (271) - (874)(8,018)101,286 Refunds and reimbursements - - - 31,650 33,731 Other - - - 4,600 4,400 Total revenues 279,382 0 (874) 2,095,364 1,625,640 Expenditures: Current: General government - - - 572,558 417,382 Public works - - - 304,590 381,808 Parks and recreation - - - 160,553 12,005 Community development 273,080 22,425 - 295,505 229,736 Capital outlay: - General government - - - - 85,277 Public safety - - - - 285,893 Public works - - - - 330,836 Parks and recreation - - - 1,183,802 966,308 Total expenditures 273,080 22,425 0 2,517,008 2,709,245 Revenues over (under) expenditures 6,302 (22,425)(874) (421,644) (1,083,605) Other financing sources (uses): Proceeds from loans - - - 288,929 - Sale of capital assets - - - 84,983 46,443 Total other financing sources (uses)0 0 0 373,912 46,443 Net change in fund balance 6,302 (22,425)(874)(47,732) (1,037,162) Fund balance - January 1 6,668 0 139,693 3,116,417 4,153,579 Fund balance - December 31 $12,970 ($22,425) $138,819 $3,068,685 $3,116,417 Total Nonmajor Capital Project Funds 129 - This page intentionally left blank - 130 CITY OF CHANHASSEN, MINNESOTA SPECIAL REVENUE FUND - CONTRIBUTION FUND Statement 25 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL For The Year Ended December 31, 2021 With Comparative Actual Amounts For The Year Ended December 31, 2020 2020 Actual Variance with Actual Original Final Amounts Final Budget Amounts Revenues: Investment earnings $ - $ - ($197) ($197) $485 Contributions and donations 36,000 36,000 63,143 27,143 24,870 Total revenues 36,000 36,000 62,946 26,946 25,355 Expenditures: Current: Public safety: Contractual services 53,800 53,800 36,685 17,115 21,385 Revenues over (under) expenditures ($17,800) ($17,800) 26,261 $9,831 $3,970 Fund balance - January 1 22,128 18,158 Fund balance - December 31 $48,389 $22,128 2021 Budgeted Amounts 131 CITY OF CHANHASSEN, MINNESOTA SPECIAL REVENUE FUND - CEMETERY FUND Statement 26 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL For The Year Ended December 31, 2021 With Comparative Actual Amounts For The Year Ended December 31, 2020 2020 Actual Variance with Actual Original Final Amounts Final Budget Amounts Revenues: Charges for services $5,700 $5,700 $11,900 $6,200 $13,900 Investment earnings 500 500 (488) (988) 1,810 Total revenues 6,200 6,200 11,412 5,212 15,710 Expenditures: Current: General government: Contractual services 2,300 2,300 1,330 970 3,563 Revenues over (under) expenditures $3,900 $3,900 10,082 $4,242 12,147 Fund balance - January 1 70,855 58,708 Fund balance - December 31 $80,937 $70,855 2021 Budgeted Amounts 132 CITY OF CHANHASSEN, MINNESOTA SPECIAL REVENUE FUND - CATV Statement 27 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL For The Year Ended December 31, 2021 With Comparative Actual Amounts For The Year Ended December 31, 2020 2020 Actual Variance with Actual Original Final Amounts Final Budget Amounts Revenues: Franchise fees $185,000 $185,000 $162,120 ($22,880) $177,362 Investment earnings 3,000 3,000 (3,002) (6,002) 13,008 Refunds and reimbursements - - 249 249 - Total revenues 188,000 188,000 159,367 (28,633) 190,370 Expenditures: Current: General government: Personal services 120,500 120,500 127,338 (6,838) 116,105 Materials and supplies 20,000 20,000 14,562 5,438 - Contractual services 32,300 32,300 80,636 (48,336) 45,635 Capital outlay - - - - - Total expenditures 172,800 172,800 222,536 (49,736) 161,740 Revenues over expenditures $15,200 $15,200 (63,169) ($78,369) 28,630 Fund balance - January 1 569,674 541,044 Fund balance - December 31 $506,505 $569,674 2021 Budgeted Amounts 133 - This page intentionally left blank - 134 III. STATISTICAL SECTION (UNAUDITED) 135 - This page intentionally left blank - 136 III. STATISTICAL SECTION (UNAUDITED) This part of the City of Chanhassen’s Annual Comprehensive 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’s overall financial health. Contents Table Number Financial Trends These tables contain trend information to help the reader understand how the City’s financial performance and well-being have changed over time. Tables 1-4 Revenue Capacity These tables contain information to help the reader assess the City’s most significant local revenue source, the property tax. Tables 5-8 Debt Capacity These tables present information to help the reader assess the affordability of the City’s current levels of outstanding debt and the City’s ability to issue additional debt in the future. Tables 9-13 Demographic and Economic These tables offer demographic and economic indicators to help the reader understand the environment within which the City’s financial activities take place. Tables 14-15 Operating Information These tables contain service and infrastructure data to help the reader understand how the information in the City’s financial report relates to the services the City provides and the activities it performs. Tables 16-18 Sources: Unless otherwise noted, the information in these tables is derived from the comprehensive financial reports for the relevant year. 137 CITY OF CHANHASSEN, MINNESOTA NET POSITION BY COMPONENT Last Ten Fiscal Years (Accrual Basis of Accounting) 2012 2013 2014 2015 Governmental activities: Net investment in capital assets $69,987,563 $71,260,946 $71,867,072 $71,225,523 Restricted: Debt service 5,905,553 6,595,927 3,441,810 3,455,172 Park Improvements 1,650,118 1,714,972 1,751,739 1,896,923 Tax increment purposes 1,022,785 1,347,593 965,809 475,357 Other purposes 142,747 165,838 176,089 154,810 Unrestricted 14,544,111 13,724,705 13,877,772 9,510,105 Total governmental activities net position $93,252,877 $94,809,981 $92,080,291 $86,717,890 Business-type activities: Net investment in capital assets $54,475,353 $52,541,451 $54,111,608 $55,704,478 Unrestricted 10,631,342 11,391,338 10,467,201 10,032,731 Total business-type activities net position $65,106,695 $63,932,789 $64,578,809 $65,737,209 Primary government: Net investment in capital assets $124,462,916 $123,802,397 $125,978,680 $126,930,001 Restricted: Debt service 5,905,553 6,595,927 3,441,810 3,455,172 Park Improvements 1,650,118 1,714,972 1,751,739 1,896,923 Tax increment purposes 1,022,785 1,347,593 965,809 475,357 Other purposes 142,747 165,838 176,089 154,810 Unrestricted 25,175,453 25,116,043 24,344,973 19,542,836 Total primary government net position $158,359,572 $158,742,770 $156,659,100 $152,455,099 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. Note: GASB 68 was implemented in 2015. Net position was restated for 2014 to reflect the reporting of net pension liability and pension related deferred outflows of resources. Net position for years prior to 2014 was not restated. 138 Table 1 2016 2017 2018 2019 2020 2021 $72,588,940 $70,255,784 $71,053,355 $72,986,179 $73,063,927 $70,860,083 1,390,127 1,400,411 1,189,447 1,283,606 564,714 594,203 1,505,784 1,716,043 1,224,509 1,537,790 991,872 321,161 399,178 - - - 6,668 12,970 164,751 153,633 135,024 61,995 65,965 92,226 10,221,704 10,028,355 8,781,660 8,360,013 9,369,203 12,019,412 $86,270,484 $83,554,226 $82,383,995 $84,229,583 $84,062,349 $83,900,055 $57,478,975 $57,212,106 $56,195,385 $54,469,960 $55,526,666 $56,069,887 10,516,316 10,126,315 12,342,280 13,557,181 11,740,521 16,356,752 $67,995,291 $67,338,421 $68,537,665 $68,027,141 $67,267,187 $72,426,639 $130,067,915 $127,467,890 $127,248,740 $127,456,139 $128,590,593 $126,929,970 1,390,127 1,400,411 1,189,447 1,283,606 564,714 594,203 1,505,784 1,716,043 1,224,509 1,537,790 991,872 321,161 399,178 - - - 6,668 12,970 164,751 153,633 135,024 61,995 65,965 92,226 20,738,020 20,154,670 21,123,940 21,917,194 21,109,724 28,376,164 $154,265,775 $150,892,647 $150,921,660 $152,256,724 $151,329,536 $156,326,694 139 CITY OF CHANHASSEN, MINNESOTA CHANGES IN NET POSITION Last Ten Fiscal Years (Accrual Basis of Accounting) 2012 2013 2014 2015 Expenses Governmental activities: General government $2,690,853 $2,630,405 $3,099,004 $2,775,663 Public safety 3,176,441 3,313,694 3,416,088 3,826,376 Public works 7,743,147 14,224,453 9,604,525 11,153,322 Parks and recreation 3,114,340 2,919,183 3,062,592 2,952,985 Community development 646,262 523,651 1,043,848 527,268 Interest on long-term debt 725,881 588,352 465,935 409,676 Total governmental activities expenses 18,096,924 24,199,738 20,691,992 21,645,290 Business-type activities: Water 3,646,787 4,702,686 3,347,965 3,290,265 Sewer 3,235,324 3,548,200 3,171,696 3,297,128 Surface water management 1,347,345 1,334,173 1,491,763 1,328,144 Total business-type activities expenses 8,229,456 9,585,059 8,011,424 7,915,537 Total primary government expenses $26,326,380 $33,784,797 $28,703,416 $29,560,827 Program revenues Governmental activities: Charges for services: Licenses and permits $1,595,358 $2,113,770 $1,691,634 $1,565,900 Charges for services 1,394,356 1,396,068 1,149,372 1,153,779 Franchise fees - - - - Fines and forfeits 119,997 99,984 100,516 117,189 Operating grants and contributions 404,663 472,298 532,337 823,943 Capital grants and contributions 2,953,496 10,718,999 3,296,748 5,812,825 Total governmental activities program revenues 6,467,870 14,801,119 6,770,607 9,473,636 Business-type activities: Charges for services: Water 3,146,886 2,829,226 2,573,027 2,611,895 Sewer 2,434,370 2,358,854 2,472,536 2,525,731 Surface water management 590,323 615,896 639,087 668,971 Operating grants and contributions 121,925 63,112 210,857 45,130 Capital grants and contributions 1,861,689 2,852,437 2,633,793 3,140,823 Total business-type activities program revenues 8,155,193 8,719,525 8,529,300 8,992,550 Total primary government program revenues $14,623,063 $23,520,644 $15,299,907 $18,466,186 140 Table 2 Page 1 of 2 2016 2017 2018 2019 2020 2021 $2,887,111 $3,230,517 $3,291,465 $2,968,604 $3,503,418 $3,545,101 3,973,031 3,969,540 3,819,890 4,045,361 3,975,838 4,055,112 7,591,530 8,161,048 7,225,531 9,808,088 25,142,224 17,282,830 3,278,139 3,227,236 3,158,725 3,275,021 2,704,009 2,957,867 689,448 918,962 589,570 535,700 754,205 814,146 493,746 408,273 173,323 132,327 107,993 72,195 18,913,005 19,915,576 18,258,504 20,765,101 36,187,687 28,727,251 4,422,789 3,866,810 4,567,874 5,842,506 4,908,477 5,245,018 3,254,619 3,746,880 4,122,804 3,879,581 4,312,195 5,025,866 1,388,979 1,538,468 1,634,475 1,918,378 1,694,090 2,541,714 9,066,387 9,152,158 10,325,153 11,640,465 10,914,762 12,812,598 $27,979,392 $29,067,734 $28,583,657 $32,405,566 $47,102,449 $41,539,849 $1,653,858 $1,641,140 $2,289,052 $2,047,190 $1,574,780 $2,608,294 1,209,882 1,257,486 1,203,187 1,090,985 918,148 896,745 - - - - 1,826,255 2,019,812 114,367 128,394 95,351 89,989 73,800 78,673 735,840 902,871 948,912 2,770,655 14,970,473 6,047,214 3,705,857 2,425,333 1,669,995 4,716,702 4,066,959 4,683,258 7,419,804 6,355,224 6,206,497 10,715,521 23,430,415 16,333,996 2,717,285 2,921,936 3,121,292 3,108,307 3,533,939 4,384,603 2,619,882 2,764,674 3,034,207 3,144,282 3,260,080 3,469,282 684,199 709,508 764,930 998,832 1,083,833 1,458,751 72,007 45,109 44,604 460,905 39,552 38,380 5,199,139 1,678,595 3,965,466 3,108,377 2,084,681 8,513,319 11,292,512 8,119,822 10,930,499 10,820,703 10,002,085 17,864,335 $18,712,316 $14,475,046 $17,136,996 $21,536,224 $33,432,500 $34,198,331 141 CITY OF CHANHASSEN, MINNESOTA CHANGES IN NET POSITION Last Ten Fiscal Years (Accrual Basis of Accounting) 2012 2013 2014 2015 Net (expense) revenue: Governmental activities ($11,629,054) ($9,398,619) ($13,921,385) ($12,171,654) Business-type activities (74,263) (865,534) 517,876 1,077,013 Total primary government net (expense) revenue (11,703,317) (10,264,153) (13,403,509) (11,094,641) General revenues and other changes in net position: Governmental activities: Property taxes 10,064,176 10,059,324 10,482,273 10,536,216 Tax increment collections 533,011 545,906 307,940 200,338 Grants and contributions not restricted to specific programs 20,071 19,941 19,736 21,679 Unrestricted investment earnings 173,523 (14,764) 183,602 176,731 Gain on sale of capital assets 56,610 37,720 191,755 66,248 Special item - sale of public works building 1,246,275 - - - Transfers (173,420) 307,596 6,389 (612,078) Total governmental activities 11,920,246 10,955,723 11,191,695 10,389,134 Business-type activities: Unrestricted investment earnings 92,453 (776) 134,533 132,406 Miscellaneous - - - - Gain on sale of capital assets - - - 57,510 Transfers 173,420 (307,596)(6,389) 612,078 Total business-type activities 265,873 (308,372) 128,144 801,994 Total primary government $12,186,119 $10,647,351 $11,319,839 $11,191,128 Change in net assets: Governmental activities $291,192 $1,557,104 ($2,729,690) ($1,782,520) Business-type activities 191,610 (1,173,906) 646,020 1,879,007 Total primary government $482,802 $383,198 ($2,083,670) $96,487 142 Table 2 Page 2 of 2 2016 2017 2018 2019 2020 2021 ($11,493,201) ($13,560,352) ($12,052,007) ($10,049,580) ($12,757,272) ($12,393,255) 2,226,125 (1,032,336) 605,346 (819,762) (912,677) 5,051,737 (9,267,076) (14,592,688) (11,446,661) (10,869,342) (13,669,949) (7,341,518) 10,643,917 10,826,116 10,877,849 10,996,831 11,745,709 12,075,260 111,761 - - - 236,485 279,653 19,754 19,753 19,755 20,009 - 311 156,202 164,393 258,456 491,345 368,168 (22,856) 41,129 38,254 45,244 103,976 - 84,387 - - - - - - 73,032 (204,422)(319,528)283,007 239,676 (185,794) 11,045,795 10,844,094 10,881,776 11,895,168 12,590,038 12,230,961 79,765 171,044 263,802 548,747 390,604 (78,079) - - - - - - 25,224 - 10,568 43,498 1,795 - (73,032)204,422 319,528 (283,007)(239,676)185,794 31,957 375,466 593,898 309,238 152,723 107,715 $11,077,752 $11,219,560 $11,475,674 $12,204,406 $12,742,761 $12,338,676 ($447,406) ($2,716,258) ($1,170,231)$1,845,588 ($167,234)($162,294) 2,258,082 (656,870)1,199,244 (510,524)(759,954)5,159,452 $1,810,676 ($3,373,128)$29,013 $1,335,064 ($927,188)$4,997,158 143 CITY OF CHANHASSEN, MINNESOTA FUND BALANCES - GOVERNMENTAL FUNDS Last Ten Fiscal Years (Modified Accrual Basis of Accounting) 2012 2013 2014 2015 General Fund: Nonspendable $57,137 $16,741 $58,333 $72,114 Unassigned 5,434,641 5,274,584 5,550,732 5,258,232 Total general fund $5,491,778 $5,291,325 $5,609,065 $5,330,346 All other governmental funds: Nonspendable $1,373,146 $1,327,068 $1,289,575 $1,253,705 Restricted 6,359,422 9,181,230 5,724,419 5,824,354 Assigned 6,731,400 6,366,292 5,951,507 5,586,353 Unassigned (646,856) (559,515) (475,352) (372,509) Total all other governmental funds $13,817,112 $16,315,075 $12,490,149 $12,291,903 144 Table 3 2016 2017 2018 2019 2020 2021 $25,832 $81,032 $87,067 $82,265 $63,775 $69,953 5,286,880 5,307,088 5,667,626 5,255,804 6,684,991 7,919,562 $5,312,712 $5,388,120 $5,754,693 $5,338,069 $6,748,766 $7,989,515 $ - $990,723 $9,326 $8,781 $49,690 $690 8,673,981 8,458,576 2,618,680 2,944,091 1,669,927 1,056,768 7,806,958 6,602,135 6,414,882 6,657,125 6,809,934 7,819,511 (264,772) (154,506) (24,491) (570) - (22,425) $16,216,167 $15,896,928 $9,018,397 $9,609,427 $8,529,551 $8,854,544 145 CITY OF CHANHASSEN, MINNESOTA CHANGES IN FUND BALANCES - GOVERNMENTAL FUNDS Last Ten Fiscal Years 2012 2013 2014 2015 Revenues: General property taxes $10,143,011 $10,176,483 $10,489,350 $10,529,994 Tax increment collections 533,011 545,906 307,940 200,338 Licenses and permits 1,595,358 2,113,770 1,691,634 1,565,900 Intergovernmental 2,151,785 7,971,339 2,553,062 4,897,139 Franchise fees - - - - Special assessments 1,667,881 3,193,078 854,966 1,664,424 Charges for services 880,920 907,414 798,578 799,543 Fines and forfeits 119,997 99,984 100,516 117,189 Investment income 173,523 (14,764) 183,602 176,731 Contributions and donations 36,893 33,159 66,918 78,175 Refunds and reimbursements 253,030 235,363 77,871 85,955 Other 264,038 259,703 265,119 267,622 Total revenues 17,819,447 25,521,435 17,389,556 20,383,010 Expenditures: Current: General government 2,326,490 2,274,640 2,350,437 2,391,195 Public safety 3,013,980 3,179,446 3,258,363 3,431,541 Public works 3,726,158 10,628,140 5,352,221 7,537,376 Parks and recreation 2,154,714 2,002,604 2,164,703 2,068,532 Community development 621,295 522,538 1,034,047 515,382 Capital outlay: General government 75,226 87,707 34,080 - Public safety 39,314 74,144 23,980 122,143 Public works 3,502,371 2,482,728 2,894,237 2,566,867 Parks and recreation 1,310,366 627,214 485,107 476,323 Debt service: Principal 5,100,000 1,590,000 4,190,000 1,810,000 Interest and paying agent fees 814,621 599,487 518,722 439,470 Bond issuance costs - - - - Developer assistance 21,108 - - - Total expenditures 22,705,643 24,068,648 22,305,897 21,358,829 Revenues over (under) expenditures (4,886,196) 1,452,787 (4,916,341)(975,819) Other financing sources (uses): Bonds issued - - - - Project financing - - - - Bond premium (discount) - - - - Remption of refunding bonds - - - - Transfers in 1,203,031 888,711 1,783,719 2,158,844 Transfers out (48,881)(43,988)(676,095) (1,701,005) Sale of capital assets - - 301,531 41,015 Special item - sale of public works building 1,475,000 - - - Total other financing sources (uses)2,629,150 844,723 1,409,155 498,854 Net change in fund balance ($2,257,046) $2,297,510 ($3,507,186) ($476,965) Debt service as a percentage of noncapital expenditures 33.3%10.5%25.0%12.4% Debt service as percentage of total expenditures 26.0%9.1%21.1%10.5% 146 Table 4 2016 2017 2018 2019 2020 2021 $10,640,315 $10,820,682 $10,856,842 $10,960,876 $11,800,538 $12,046,658 111,761 - - - 236,485 279,653 1,653,858 1,641,140 2,289,052 2,047,190 1,574,780 2,608,294 974,917 2,149,875 2,019,215 6,294,417 18,569,329 6,883,846 - - - - 1,826,255 2,019,812 820,026 842,523 600,056 727,026 464,373 987,431 846,540 838,498 820,745 808,010 546,809 535,608 114,367 128,394 95,351 89,989 73,800 78,673 156,202 164,393 258,456 491,345 368,168 (22,856) 60,802 73,734 70,339 70,202 56,101 84,736 150,093 174,853 156,920 73,468 88,945 84,915 276,067 264,114 225,522 209,507 263,202 275,432 15,804,948 17,098,206 17,392,498 21,772,030 35,868,785 25,862,202 2,479,271 2,871,267 2,835,108 2,644,661 3,361,771 3,452,273 3,713,146 3,602,897 3,593,877 3,802,544 3,786,905 3,858,508 3,961,016 4,617,523 3,847,782 6,041,417 20,127,051 3,207,828 2,256,314 2,395,554 2,326,272 2,418,229 1,854,471 2,247,485 659,276 940,000 610,368 567,461 803,234 886,104 62,713 30,838 22,133 110,044 833,034 - 314,004 2,950 1,169,952 701,818 387,528 - 459,142 2,595,012 2,315,068 4,959,997 4,938,481 9,195,898 1,153,763 376,992 1,316,908 797,124 1,121,223 1,183,802 1,795,000 670,000 5,985,000 720,000 1,585,000 360,000 483,533 433,925 295,294 157,312 143,970 92,680 - - - - - - - - - - - - 17,337,178 18,536,958 24,317,762 22,920,607 38,942,668 24,484,578 (1,532,230)(1,438,752)(6,925,264)(1,148,577)(3,073,883)1,377,624 4,805,000 - - - - - - - - - 546,108 288,929 239,773 - - - - - - - - - - - 1,347,883 1,924,157 6,724,164 2,153,197 2,852,877 - (1,044,114)(748,522)(6,369,316)(855,912)(40,724)(185,794) 90,318 19,286 58,458 25,698 46,443 84,983 - - - - - - 5,438,860 1,194,921 413,306 1,322,983 3,404,704 188,118 $3,906,630 ($243,831)($6,511,958)$174,406 $330,821 $1,565,742 14.8%7.1%32.2%5.4%5.5%3.2% 13.1%6.0%25.8%3.8%4.4%1.8% 147 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 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 2014 28,725,937 132,728 8,984,174 613,105 38,455,944 2015 32,778,287 153,500 9,205,053 620,620 42,757,460 2016 33,790,483 222,144 9,508,063 669,890 44,190,580 2017 34,470,607 278,224 9,910,242 764,420 45,423,493 2018 36,545,419 296,153 10,317,456 869,646 48,028,674 2019 39,891,179 191,360 10,897,809 896,937 51,877,285 2020 42,947,538 135,300 11,666,538 886,150 55,635,526 2021 43,933,317 133,667 12,245,999 935,227 57,248,210 Sources: Carver County Taxpayer Services and Hennepin County 148 Table 5 Captured Tax Capacity on Fiscal Adjusted City Estimated Tax Capacity Tax Increment Disparity Tax Capacity Direct Tax Market as a Percent District Contribution Value Rate Value of EMV ($469,759) ($2,038,437) $34,497,701 28.53211 $3,153,275,000 1.09% (435,999) (1,804,630) 34,303,795 28.42838 3,118,066,700 1.10% (252,884) (1,971,928) 36,231,132 27.23862 3,294,605,000 1.10% (267,337) (1,896,611) 40,593,512 24.63317 3,686,777,200 1.10% (103,638) (2,119,400) 41,967,542 24.25249 3,802,904,100 1.10% - (2,055,461) 43,368,032 23.85464 3,899,829,200 1.11% - (2,009,509) 46,019,165 22.66614 4,112,577,100 1.12% - (2,001,778) 49,875,507 21.10456 4,444,627,000 1.12% (248,355) (2,077,771) 53,309,400 21.17559 4,749,987,200 1.12% (294,955) (2,261,018) 54,692,237 21.11399 4,868,292,100 1.12% 149 CITY OF CHANHASSEN, MINNESOTA DIRECT AND OVERLAPPING PROPERTY TAX CAPACITY RATES Table 6 Last Ten Fiscal Years Fiscal Operational Debt City School Carver Year and Capital Service Total District #112 County Other Total Tax capacity rates (per $100 of adjusted tax capacity value) 2012 23.701 4.831 28.532 44.382 43.562 6.681 123.158 2013 23.635 4.793 28.428 45.319 46.115 6.603 126.467 2014 22.708 4.531 27.239 44.917 45.211 6.873 124.239 2015 21.532 3.101 24.633 39.120 40.488 6.270 110.512 2016 21.314 2.938 24.252 39.245 38.880 6.417 108.795 2017 21.536 2.317 23.853 37.005 38.851 6.565 106.274 2018 20.731 1.935 22.666 33.837 37.436 6.537 100.476 2019 19.314 1.791 21.105 33.631 36.488 6.368 97.592 2020 19.484 1.692 21.176 33.006 35.179 6.101 95.463 2021 21.235 0.879 22.114 32.327 34.634 5.981 95.056 Source: Carver County Taxpayer Services (1)The City Direct Rate is the Urban Based Rate, not including market value levies. City Direct Rate(1)Overlapping Rates 150 CITY OF CHANHASSEN, MINNESOTA PRINCIPAL PROPERTY TAXPAYERS Table 7 Current Year and Nine Years Ago Percentage Percentage Taxable of Total City Taxable of Total City Capacity Capacity Capacity Capacity Taxpayer Value Rank Value Value Rank Value LTF Real Estate Company Inc $923,106 1 1.7% Istar Minnesota LLC 556,100 2 1.0% $357,098 2 1.0% Northern States Power Co 479,296 3 0.9% 224,160 5 0.6% SGO MN West Village LLC 449,990 4 0.8% Lake Susan Apartment Homes LLC 344,700 5 0.6% Rosemount Inc 336,442 6 0.6% 299,998 3 0.9% Chanhassen Frontier LLC 305,574 7 0.6% Mission Hills Sr Housing Owner LLC 266,430 8 0.5% Centerpoint Energy Minnegasco 248,038 9 0.4% PHM/Chanhassen Inc. 233,445 10 0.4% 197,894 8 0.6% IRET Properties - 369,740 1 1.1% LTF Real Estate VRDN I LLC - 239,202 4 0.7% LTF Real Estate MP II LLC - 207,822 6 0.6% Park Avenue Lofts LLC - 203,542 7 0.6% DRF Chanhassen Medical Bldg - 193,250 9 0.5% Target Corporation T-0862 - 193,250 9 0.5% Total $4,143,121 7.5% $2,485,956 7.1% Total All Property $55,251,729 $35,137,592 Source: Carver County Taxpayer Services 20122021 151 - This page intentionally left blank - 152 CITY OF CHANHASSEN, MINNESOTA PROPERTY TAX LEVIES AND COLLECTIONS Table 8 Last Ten Fiscal Years Fiscal Taxes Collections Year Levied in Ended For The Percentage Subsequent Percentage December 31, Fiscal Year Amount of Levy Years Amount of Levy 2012 $10,153,690 $10,005,877 98.5%$51,796 $10,057,674 99.1% 2013 10,195,890 10,105,393 99.1%20,236 10,125,629 99.3% 2014 10,334,140 10,269,518 99.4%28,614 10,298,132 99.7% 2015 10,484,021 10,446,765 99.6%26,753 10,473,518 99.9% 2016 10,629,621 10,564,815 99.4%49,076 10,613,891 99.9% 2017 10,795,121 10,718,876 99.3%20,926 10,739,802 99.5% 2018 10,913,868 10,834,344 99.3%34,390 10,868,734 99.6% 2019 11,019,868 10,924,102 99.1%69,214 10,993,316 99.8% 2020 11,741,368 11,656,656 99.3%36,562 11,693,218 99.6% 2021 12,066,700 12,013,536 99.6% - 12,013,536 99.6% Source: City Finance Department Fiscal Year of the Levy Collected Within The Total Collections to Date 153 CITY OF CHANHASSEN, MINNESOTA RATIOS OF OUTSTANDING DEBT BY TYPE Last Ten Fiscal Years General General Fiscal Obligation Revenue Tax Increment Improvement Year Bonds Bonds Bonds Bonds 2012 $11,475,000 $0 $775,000 $5,420,000 2013 10,155,000 - 705,000 5,220,000 2014 9,550,000 - 635,000 1,705,000 2015 8,925,000 - - 1,155,000 2016 13,313,788 - - - 2017 12,627,803 - - - 2018 6,626,818 - - - 2019 5,890,833 - - - 2020 4,289,848 - - - 2021 3,913,863 - - - Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements. (1)Information pertaining to Chanhassen Personal Income is not available, information for Carver County was included instead. (a) Information not available Governmental Activities 154 Table 9 Business-Type Bonded Debt Activities Per Total Carver County Other G.O. Revenue Debt Personal Debt Bonds Total Debt Per Capita Income(1) - $20,578,313 $38,248,313 $1,629 0.7% - 16,324,287 32,404,287 1,353 0.6% - 10,045,261 21,935,261 899 0.4% - 9,256,235 19,336,235 784 0.3% - 13,926,719 27,240,507 1,092 0.4% - 23,379,318 36,007,121 1,425 0.5% - 25,671,988 32,298,806 1,238 0.4% - 23,755,499 29,646,332 1,125 0.4% - 28,535,933 32,825,781 1,208 0.4% - 26,311,508 30,225,371 1,151 (a) 155 CITY OF CHANHASSEN, MINNESOTA RATIOS OF GENERAL BONDED DEBT OUTSTANDING Table 10 Last Ten Fiscal Years Net General General G.O. Tax G.O. G.O. Total General Less Amounts Net General Percentage Obligation Fiscal Obligation Increment Improvement Revenue Obligation Restricted for Obligation of Tax Bonded Debt Year Bonds Bonds Bonds Bonds Bonded Debt Debt Service Bonded Debt Capacity Per Capita 2012 $11,475,000 $775,000 $5,420,000 $20,578,313 $38,248,313 $13,020,206 $25,228,107 71.80% $1,074 2013 10,155,000 705,000 5,220,000 16,324,287 32,404,287 10,266,366 22,137,921 63.62%924 2014 9,550,000 635,000 1,705,000 10,045,261 21,935,261 3,441,810 18,493,451 50.09%758 2015 8,925,000 - 1,155,000 9,256,235 19,336,235 3,455,171 15,881,063 38.60%644 2016 13,313,788 - - 13,926,719 27,240,507 6,418,913 20,821,594 48.72%834 2017 12,627,803 - - 23,379,318 36,007,121 6,413,214 29,593,907 67.23%1,171 2018 6,626,818 - - 25,671,988 32,298,806 1,189,446 31,109,360 66.81%1,192 2019 5,890,833 - - 23,755,499 29,646,332 1,283,606 28,362,727 56.31%1,076 2020 4,289,848 - - 28,535,933 32,825,781 564,713 32,261,067 60.00%1,187 2021 3,913,863 - - 26,311,508 30,225,371 594,203 29,631,168 53.63%1,128 Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements. 156 CITY OF CHANHASSEN, MINNESOTA DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT Table 11 December 31, 2021 Estimated Estimated Share of Debt Percentage Overlapping Governmental Unit Outstanding Applicable*Debt Direct debt: City of Chanhassen(1)$3,913,863 100.00% $3,913,863 Overlapping debt: Eastern Carver County School District 172,769,000 36.38% 62,853,362 Eden Prairie Independent School District 93,478,941 0.93% 869,354 Carver County 8,305,000 30.76% 2,554,618 Hennepin County 1,037,033,516 0.05% 518,517 Hennepin Suburban Park District 45,542,541 0.07%31,880 Hennepin Regional Railroad Authority 89,332,530 0.05%44,666 Metropolitan Council 73,049,600 0.02%14,610 Subtotal - overlapping debt 1,519,511,128 66,887,007 Total direct and overlapping debt $1,523,424,991 $70,800,870 (1)Excludes debt related to the City's business-type activities. 157 CITY OF CHANHASSEN, MINNESOTA LEGAL DEBT MARGIN INFORMATION Table 12 Last Ten Fiscal Years Legal Debt Margin Calculation for Fiscal Year 2021 Market value $4,868,292,100 Applicable percentage 3% Debt limit 146,048,763 Debt applicable to limit: Total bonded debt 30,225,371 Less: Special assessment bonds - Tax increment bonds - Enterprise Fund debt (26,311,508) Less: Cash and investments in G.O. Bond Debt Service Fund (625,820) 3,288,043 Legal debt margin $142,760,720 Legal Debt Margin Calculation for Fiscal Years 2012 Through 2021 Net Debt Net Debt Legal Amount of Debt Applicable Fiscal Debt Applicable to Debt Applicable to to Limit Year Population Limit Limit Margin Debt Limit Per Capita 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 2014 24,388 98,838,150 8,030,953 90,807,197 8.13% 329 2015 24,655 110,603,316 7,346,583 103,256,733 6.64% 298 2016 24,951 114,087,123 6,721,445 107,365,678 5.89% 269 2017 25,273 116,994,876 6,048,333 110,946,543 5.17% 239 2018 26,088 123,377,313 5,377,482 117,999,832 4.36% 206 2019 26,335 133,338,810 4,555,132 128,783,678 3.42% 173 2020 27,170 142,499,616 3,686,297 138,813,319 2.59% 136 2021 26,271 146,048,763 3,288,043 142,760,720 2.25% 125 158 CITY OF CHANHASSEN, MINNESOTA PLEDGED REVENUE COVERAGE Table 13 Last Ten Fiscal Years Special Fiscal Assessment Year Collections Principal Interest Coverage 2012 $625,288 $195,000 $165,525 1.734 2013 2,174,645 200,000 159,600 6.047 2014 119,060 3,515,000 103,875 0.033 2015 751,995 550,000 42,900 1.268 2016 6,298 1,155,000 26,175 0.005 2017 - - - - 2018 - - - - 2019 - - - - 2020 - - - - 2021 - - - - Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements. Improvement bonds with a designated revenue source of special assessments were paid off in 2016. Improvement Bonds Debt Service 159 CITY OF CHANHASSEN, MINNESOTA DEMOGRAPHIC AND ECONOMIC STATISTICS Table 14 Last Ten Fiscal Years Chanhassen Carver County Carver County Carver County Fiscal Chanhassen Unemployment Unemployment Personal Income Per Capita Year Population(1)Rate(2)Rate(2)(thousands)(3)Personal Income(3) 2012 23,484 4.5%4.8%$5,566,332 $59,340 2013 23,954 4.1%4.3%5,702,419 59,672 2014 24,388 3.4%3.6%6,118,639 62,871 2015 24,655 2.9%3.2%6,420,982 65,115 2016 24,951 2.9%3.3%6,610,954 65,853 2017 25,273 2.8%2.9%7,037,917 68,918 2018 26,088 2.4%2.5%7,426,521 71,681 2019 26,355 2.5%2.8%7,676,796 73,023 2020 27,170 4.8%4.9%8,064,542 75,677 2021 26,271 2.6%2.9%(a)(a) Sources:(1)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. 160 CITY OF CHANHASSEN, MINNESOTA PRINCIPAL EMPLOYERS Table 15 Current Year and Nine Years Ago Percentage Percentage of Total City of Total City Employer Employees Rank Employment(1)Employees Rank Employment(1) Lifetime Fitness 1,464 1 24.6% 899 2 17.0% Rosemount Inc 1,067 2 17.9% 1,666 1 31.5% Instant Web Companies 815 3 13.7% 887 3 16.8% The Bernard Group 663 4 11.2% - Eastern Carver County Schools 424 5 7.1% 350 5 6.6% RR Donnelley 382 6 6.4% 352 4 6.7% General Mills 350 7 5.9% 288 6 5.4% Chanhassen Dinner Theatres 305 8 5.1% 250 7 4.7% Minnesota Landscape Arboretum 275 9 4.6% 234 8 4.4% Target 200 10 3.4% - Exlar Corporation - 183 9 3.5% Byerly's - 180 10 3.4% Total 5,945 5,289 Source: Survey by City Administration and Finance Departments. Note: This does not purport to be a comprehensive list and is based on available data obtained through a survey of individual employers. Some employers do not respond to inquiries for employment data. (1)The statistic for total City employment is not available, therefore the percentage represents the percentage of the top ten listed. 2021 2012 161 CITY OF CHANHASSEN, MINNESOTA FULL-TIME EQUIVALENT CITY GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAM Last Ten Fiscal Years Function/Program 2012 2013 2014 2015 General government 13 13 13 13 Public safety 3333 Public works 26 26 26 26 Parks & recreation 11 11 11 11 Community development 14 14 14 14 Total 67 67 67 67 Source: City Finance Department Full-Time Equivalent Employees as of December 31, 162 Table 16 2016 2017 2018 2019 2020 2021 13 13 13 13 13 15 222224 27 29 29 29 30 30 12 13 13 13 14 14 16 16 16 15 15 15 70 73 73 72 74 78 Full-Time Equivalent Employees as of December 31, 163 CITY OF CHANHASSEN, MINNESOTA OPERATING INDICATORS BY FUNCTION/PROGRAM Last Ten Fiscal Years Function/Program 2012 2013 2014 2015 Building: Total permits issued 3,285 3,201 3,076 3,266 Total estimated value $83,531,808 $89,370,069 $80,591,941 $82,145,483 Election: Registered voters 16,916 16,916 16,344 16,344 Fire: Average number of employees 45 45 45 45 General government: Area of city - square miles 23.78 23.78 23.79 23.79 Average number of permanent full-time employees (excluding fire department) 67 67 67 67 Police: Average number of employees 15 15 15 15 Number of crimes - MNCJRS(1)777 748 838 870 Number of crimes - NIBRS(1) - - - - Water: Number of customers 7,741 7,953 8,075 8,195 Daily average consumption - gallons 2,570,349 2,876,383 2,542,413 2,495,868 Plant capacity - gallons 8,550,000 8,550,000 8,550,000 8,550,000 Source: Various City Departments (1)Crime statistics in Minnesota had been reported for the last forty years utilizing Minnesota's Criminal Justice Reporting System (MNCJRS). The Federal Bureau of Investigations has mandated that all states become National Incident Based Reporting System (NIBRS) compliant by 2019. The Carver County Sheriff's Office transitioned to NIBRS June 1, 2016. Fiscal Year 164 Table 17 2016 2017 2018 2019 2020 2021 2,891 2,981 3,085 3,259 4,528 6,072 $73,881,121 $82,430,550 $136,016,287 $103,902,405 $87,160,588 $160,438,828 17,769 17,769 17,480 17,480 19,245 19,245 45 45 45 45 45 41 23.79 23.79 23.79 23.79 23.79 23.79 70 73 73 72 74 78 15 15 15 15 15 15 313 - - - - - 472 737 698 692 796 758 8,254 8,312 8,407 8,481 8,539 8,608 2,565,905 2,624,486 2,888,586 2,247,455 2,677,163 3,040,992 8,550,000 8,550,000 17,100,000 17,100,000 17,100,000 17,100,000 Fiscal Year 165 CITY OF CHANHASSEN, MINNESOTA CAPITAL ASSET STATISTICS BY FUNCTION/PROGRAM Last Ten Fiscal Years Function/Program 2012 2013 2014 2015 Fire: Number of stations 2222 Parks and recreation: Acres of parks 401 401 405 405 Acres of open space 503 503 503 503 Number of shelter buildings 4444 Number of picnic shelters 5 6 7 13 Number of playgrounds 26 27 27 27 Number of swimming beaches 5555 Number of tennis courts 15 15 15 15 Number of outdoor pickleball courts 2366 Police: Number of stations 1111 Public works: Miles of streets 112.6 113.5 113.7 113.9 Miles of sidewalks 31.9 31.9 32.0 32.0 Miles of trails 56.4 58.6 59.2 59.9 Sewer: Miles of storm sewers 75.3 76.5 77.0 78.8 Miles of sanitary sewers 123.9 124.3 124.5 125.3 Number of lift stations 31 31 31 31 Water: Miles of watermains 138.0 139.1 139.3 140.6 Number of wells 12 12 12 12 Source: Various City Departments Fiscal Year 166 Table 18 2016 2017 2018 2019 2020 2021 222222 405 466 466 466 466 466 503 528 528 628 628 628 444444 15 18 21 21 21 21 27 27 27 28 28 28 555555 15 16 16 16 16 16 61010101010 111111 116.5 116.5 117.0 117.1 117.3 117.3 34.0 34.0 34.0 34.0 34.0 34.0 62.4 62.4 65.0 66.4 68.7 69.1 84.3 84.5 86.8 86.9 87.7 88.7 128.2 128.2 128.6 128.8 129.0 129.7 31 31 31 31 31 31 145.5 145.5 148.8 148.9 149.7 150.1 13 13 13 13 13 13 Fiscal Year 167 - This page intentionally left blank - 168 IV. OTHER INFORMATION (UNAUDITED) 169 CITY OF CHANHASSEN, MINNESOTA COMBINED SCHEDULE OF INDEBTEDNESS December 31, 2021 Final Interest Issue Maturity Bonded indebtedness: Rates Date Date General obligation bonds: G.O. Bonds, Series 2016A 2.00%-3.00% 03/03/16 02/01/30 Total general obligation bonds Enterprise Fund debt: 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 G.O. Water Revenue Bonds, Series 2016A 2.00%-3.00% 03/03/16 02/01/26 G.O. Water Revenue Bonds, Series 2016B 3.50%-4.00% 12/29/16 02/01/42 G.O. Water Revenue Bonds, Series 2017A 2.00%-4.00% 02/01/17 02/01/38 G.O. Water Revenue Bonds, Series 2018A 3.00%-4.00% 03/15/18 02/01/30 G.O. Water, Sewer, and Surface Water Revenue Bonds, Series 2020A 2.00% - 3.00% 4/2/2020 2/1/2031 Total Enterprise Fund debt Total City bonded indebtedness 170 Exhibit 1 Payable Payable Principal Original January 1, December 31, Due in Issue Payments 2020 Issued Payments 2021 2022 $4,805,000 $675,000 $4,130,000 $ - $360,000 $3,770,000 $370,000 4,805,000 675,000 4,130,000 0 360,000 3,770,000 370,000 5,920,000 4,920,000 1,000,000 - 725,000 275,000 275,000 3,720,000 1,040,000 2,680,000 - 500,000 2,180,000 515,000 1,245,000 850,000 395,000 - 130,000 265,000 130,000 1,565,000 575,000 990,000 - 155,000 835,000 160,000 3,630,000 - 3,630,000 - - 3,630,000 - 10,000,000 700,000 9,300,000 155,000 9,145,000 155,000 3,595,000 - 3,070,000 - 265,000 2,805,000 275,000 - - 6,220,000 - 175,000 6,045,000 550,000 29,675,000 8,085,000 27,285,000 0 2,105,000 25,180,000 2,060,000 $34,480,000 $8,760,000 $31,415,000 $ - $2,465,000 $28,950,000 $2,430,000 Prior Years 2021 171 CITY OF CHANHASSEN, MINNESOTA DEBT SERVICE PAYMENTS TO MATURITY Exhibit 2 GENERAL OBLIGATION BONDS - GOVERNMENTAL ACTIVITIES December 31, 2021 G.O. Bonds, Series 2016A Total Bonds payable $3,770,000 $3,770,000 Future interest payable 370,800 370,800 $4,140,800 $4,140,800 Payments to maturity: 2022 451,350 451,350 2023 455,025 455,025 2024 453,325 453,325 2025 458,300 458,300 2026 460,000 460,000 2027 461,500 461,500 2028 462,800 462,800 2029 468,850 468,850 2030 469,650 469,650 2031 $4,140,800 $4,140,800 172 CITY OF CHANHASSEN, MINNESOTA DEBT SERVICE PAYMENTS TO MATURITY Exhibit 3 GENERAL OBLIGATION REVENUE BONDS December 31, 2021 G.O. Water, G.O. Water G.O. Water G.O. Water & G.O. Water G.O. Water G.O. Water G.O. Water Sewer, & Surface Revenue Revenue Sewer Revenue Revenue Revenue Revenue Revenue Water Revenue Bonds, Series Bonds, Series Bonds, Series Bonds, Series Bonds, Series Bonds, Series Bonds, Series Bonds, Series 2011A 2011B 2012A 2016A 2016B 2017A 2018A 2020A Total Bonds payable $275,000 $2,180,000 $265,000 $835,000 $3,630,000 $9,145,000 $2,805,000 $6,045,000 $25,180,000 Future interest payable 2,956 133,800 4,049 49,850 2,628,127 3,017,000 396,700 765,275 6,997,757 $277,956 $2,313,800 $269,049 $884,850 $6,258,127 $12,162,000 $3,201,700 $6,810,275 $32,177,757 Payments to maturity: 2022 $277,956 $572,675 $133,003 $179,200 $138,238 $440,250 $356,400 $704,700 $2,802,422 2023 - 576,925 136,046 179,325 138,238 440,500 356,625 702,975 2,530,634 2024 - 580,575 - 174,375 138,238 434,100 357,925 700,800 2,386,013 2025 - 583,625 - 175,200 138,238 432,600 354,000 703,100 2,386,763 2026 - - - 176,750 138,238 430,900 354,850 704,800 1,805,538 2027 - - - - 138,238 843,575 355,400 700,975 2,038,188 2028 - - - - 138,238 845,425 355,650 701,625 2,040,938 2029 - - - - 138,238 846,675 355,600 705,050 2,045,563 2030 - - - - 138,238 847,325 355,250 701,450 2,042,263 2031 - - - - 138,238 842,450 - 484,800 1,465,488 2032 - - - - 138,238 842,050 - - 980,288 2033 - - - - 138,238 845,975 - - 984,213 2034 - - - - 138,238 844,225 - - 982,463 2035 - - - - 138,238 841,875 - - 980,113 2036 - - - - 138,238 843,850 - - 982,088 2037 - - - - 138,238 838,150 - - 976,388 2038 - - - - 275,788 702,075 - - 977,863 2039 - - - - 943,900 - - - 943,900 2040 - - - - 943,431 - - - 943,431 2041 - - - - 939,700 - - - 939,700 2042 - - - - 943,500 - - - 943,500 2043 $277,956 $2,313,800 $269,049 $884,850 $6,258,127 $12,162,000 $3,201,700 6,810,275 $32,177,757 173 CITY OF CHANHASSEN, MINNESOTA SCHEDULE OF DEFERRED TAX LEVIES Exhibit 4 December 31, 2021 G.O. Capital Total Years of Improvement Deferred Levy/Plan Bonds Tax Collection of 2008A Levies 2021/2022 $483,840 $483,840 2022/2023 482,213 482,213 2023/2024 485,520 485,520 2024/2025 487,410 487,410 2025/2026 489,090 489,090 2026/2027 490,560 490,560 2027/2028 497,070 497,070 2028/2029 498,015 498,015 2029/2030 $3,913,718 $3,913,718 174