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2019 FINAL Comprehensive Annual Financial Report (CITY OF ALBERTVILLE 2019A [12/31/2019] Comprehensive Annual Financial Report For the Year Ended December 31, 2019 City of Albertville, Minnesota CITY OF ALBERTVILLE, MINNESOTA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED DECEMBER 31, 2019 ADAM NAFSTAD-CITY ADMINISTRATOR TINA LANNES -FINANCE DIRECTOR PREPARED BY DEPARTMENT OF FINANCE Member of the Government Finance Officers’ Association of the United States and Canada City of Albertville, Minnesota Comprehensive Annual Financial Report Table of Contents For the Year Ended December 31, 2019 Page No. Introductory Section Letter of Transmittal from City Administratorand Finance Director9 Certificate of Achievement of Excellence in Financial Reporting13 OrganizationalChart14 Elected and Appointed Officials15 Financial Section Independent Auditor’s Report19 Management’s Discussion and Analysis23 Basic Financial Statements Government-wide Financial Statements Statement of Net Position37 Statement of Activities38 Fund Financial Statements GovernmentalFunds Balance Sheet42 Reconciliation of the Balance Sheet to the Statement of Net Position45 Statement of Revenues, Expenditures and Changes in Fund Balances46 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balancesto the Statement of Activities48 General Fund Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual 49 Proprietary Funds Statementof Net Position50 Statement of Revenues, Expenses and Changes in Net Position51 Statement of Cash Flows52 Fiduciary Funds Statement of Fiduciary Net Position54 Statement of Changes inFiduciary Net Position55 Notes to the Financial Statements57 Required Supplementary Information Schedule of Employer’s Share of Public Employees Retirement Association Net Pension Liability - General Employees Retirement Fund90 Schedule of Employer’s Public Employees Retirement Association Contributions - General Employees Retirement Fund90 Notes to the Required Supplementary Information - General Employee Retirement Fund91 Schedule of Employer’s Share of Public Employees Retirement Association Net Pension Liability - Public Employees Police and Fire Fund92 Schedule of Employer’s Public Employees Retirement Association Contributions - Public Employees Police and Fire Fund92 Notes to the Required Supplementary Information - Public Employees Police andFire Fund92 Schedule of Changes in the Fire Relief Association’s Net Pension Liability (Asset) and Related Ratios94 Schedule of Employer’s Fire Relief Association Contributions95 5 City of Albertville, Minnesota Comprehensive Annual Financial Report Table of Contents (Continued) For the Year Ended December 31, 2019 Page No. Combining and Individual Fund Financial Statements and Schedules Nonmajor Governmental Funds Combining Balance Sheet100 Combining Statement of Revenues, Expenditures and Changes in Fund Balances101 Nonmajor Capital Projects Funds Combining Balance Sheet104 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 106 General Fund Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual 108 Debt Service Funds Combining Balance Sheet112 Combining Schedule of Revenues, Expenditures and Changes in Fund Balances114 Fiduciary Funds Combining Statement of Fiduciary Net Position116 Combining Statement of Changes in Fiduciary Net Position117 Summary Financial Report Revenues and Expenditures for General Operations - Governmental Funds118 Table Page No. Statistical Section (Unaudited) Net Position by Component 1 122 Changes in Net Position 2 124 Fund Balances of Governmental Funds 3 128 Changes in Fund Balances of Governmental Funds 4 130 Tax Capacity, Market Value and Estimated Actual Value of Taxable Property 5 132 Property Tax Capacity Rates - Direct and Overlapping Governments 6 135 Principal Taxpayers 7 136 Property Tax Levies and Collections 8 138 Ratios of Outstanding Debt by Type 9 139 Ratios of General Bonded Debt Outstanding10140 Computation of Direct and Overlapping Debt11141 Legal Debt Margin Information12142 Pledged-Revenue Coverage13144 Demographic and Economic Statistics14145 Principal Employers15146 Full-time Equivalent City Government Employees by Function16148 Operating Indicators by Function17149 Capital Asset Statistics by Function18151 6 INTRODUCTORY SECTION CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 7 8 May 11, 2020 Honorable Mayor and Members of the City Council City of Albertville, Minnesota Minnesota statutes require the Cityto issue an annual report on its financial position and activity, prepared in accordance with generally accepted accounting principles (GAAP), and audited in accordance with generally accepted auditing standards by a firm of licensed certified public accountants, or the Office of the State Auditor. Pursuant to that requirement, we hereby issue the Comprehensive Annual Financial Report (CAFR) of the City of Albertvillefor the fiscal year ended December 31, 2019. This report consists of management’s representations concerning the finances of the City of Albertville.Management assumes full responsibility for the completeness and reliability of the information contained in this report, based upon a comprehensive framework of internal control standards that it has established for this purpose. Because the cost of internal control should not exceed anticipated benefits, theobjective is to provide reasonable, rather than absolute assurance that the financial statements are free of any material misstatements. As management, we assert that, to the best of our knowledge and belief, this financial report is complete and reliable in all material respects. The City of Albertville’s financial statements have been audited bythepublic accounting firm of Abdo, Eick & Meyers, LLP. The goal of the independent audit was to provide reasonable assurance that the financial statements ofthe City of Albertvillefor the fiscal year ended December 31, 2019, are free of any material misstatements.Included within this report, Abdo, Eick & Meyers, LLP. has issued an unqualified opinion on the City of Albertville’s financial statements for theyear ended December 31, 2019. Management’s Discussion and Analysis (MD&A) immediately follows the independent auditor’s report and provides a narrative introduction, overview, and analysis of the basic financial statements. This letter of transmittal is designed to complement the MD&A and should be read in conjunction with it. Profile of the City of Albertville The City of Albertville is located in the east central portion of Minnesota, approximately 35 miles northwest of the Twin Cities, and approximately halfway between the metropolitan areas of Minneapolis/St. Paul and St. Cloud. The City of Albertville is located in the northeasternportion of Wright County, along the Interstate 94 corridor. The City covers 4.56square miles. The current population is approximately7,485. The City of Albertvilleoperates under the council/administrator form of government. The governing bodyconsists of the Mayor and four Council members, elected at large and on a non- partisan basis. The Mayor is elected to a two-year term and four Council Members are elected to a four-year term, with elections held in each even-numbered year. Notmore than two Council member’s terms expire inany one year. 9 The Mayor and Council appoint a full-time City Administrator, who is responsible for overall supervision of City operations. The City Council is responsible for, amongother things, passing ordinances, adopting the budget, appointing committees, hiring the City Administrator, other staff and appointing consultants. The City provides its residents and businesses with a full range of services, including fire protection, law enforcement, public works, building inspection, planning and code enforcement, parks/trail improvements and maintenance, curbside recycling and other general activities. The City contracts withtheWright County Sheriff’s Department for 28-hour law enforcement. In addition, the City offers the following services to residents: water, sewer, storm drainage, and recycling, which are operated as enterprises. The City also partnerswith neighboring communities to provide public transit, library, and senior center services.In addition, the governing body is financially accountable for the Economic Development Authority and therefore, these activities are included in the reporting entity. Relevant Financial Policies The annual budget serves as the foundation for the City’s financial planning and control. Developing the budget begins annually in Junewhenthe Finance Director preparesprojected revenues and expenses forthe next year’sdraftbudget. Upon review and revisions by the Finance Director and Administrator, the draft budget is reviewed by the Department Heads. Department budget requests are compiled by the Finance Director and reviewed by boththe Finance Director and Administrator. Integral to the budget process is a staff meeting to review thedraft budget, which is then presented to the City Council. City Council and staff work on the budget over the course oftwo to three budget workshops. Following Council direction and public input, the preliminarybudget is updated and brought back for Council approval. Council adopts the preliminary budget in September and the Final Budget is adopted in December of each year. If a need arises for a significant budget amendment duringthe year, it is brought to City Council for approval. Also, available within, arenotes pertaining to basic financial statements for information on the Joint Powers Water Board (the City’s water operations, operated in conjunction with the cities of St. Michael and Hanover). Economic Condition and Outlook Based on permit activity, the local economy is strongand continues to grow. A total of 526 building permits were issued in 2019 with a total valuation of $10,716,763.The number of new housing units in 2019 was 19, with an average valuation of approximately $302,361per home. TheStateof Minnesota isconstructingsix lanes of freeway to the City of Albertville, as well as, improving the existing interchange access to the freeway at county state aid highways 37 and 19. Anotherkey financial factor affecting the City’s financial outlook is the City’s bond rating, which has increased twotimes since 2002and is currently anAA3. The area school districts are highly desirable and driving new residential interest to the area. In December 2019, a novel strain of coronavirus (COVID-19) surfaced. The spread of COVID-19 around the world in the first quarter of 2020 has caused significant volatility in U.S. and international markets. There is significant uncertainty around the breadth and duration of business disruptions related to COVID-19, as well as its impact on the U.S. and international economies and, as such, the Organization is unable to determine if it will have a material impact to its operations. 10 Commercial, Industrial and Retail The City of Albertville’s commercial activity remains steady and it is a priority of the City to stimulate new commercial and industrial development. In 2019, construction commenced on a new convenient. Major Initiatives Maintenance and preservation of the City infrastructure and facilities is a priority for the City. In 2019, the City completed multipleinfrastructure improvements related to streets, utilities, trails and parks. TheCity hasactively pursued regional transportation and interstate improvements through the I- 94 Coalition, a consortium of cities and businesses. Through the State’s Corridors for Commerce legislation, multiple projects benefiting Interstate 94 have been successfully completed, and in 2019 the State begana project to build 6-lanes of freeway between Highway 241 in St. Michael and CSAH 19 in Albertville. This project will benefit Albertville by extending the 6-lanes to the City and by improving the City’s two interstate interchanges and improving access to the interstate. The Interstate project is approximately $75 million (+/-) and is funded by the State. TheCity is in the process of completingimprovements to its wastewater treatment plant and facility. Long-term Financial Planning The City of Albertville recognizes the importance of maintaining an appropriate level of fund balance. Sound fiscal management of Albertville’s general fund operation budget ismade more secure by establishing City goals regarding the size and use of the annual general fund balances. This policy provides two goals and measures for determining the appropriate fund balance. The security factor must be met before the dependence factor can be applied. The City of Albertville will strive to meet these goals. 1.Security. Ensure that, at NO time during budget preparation, the amounts remaining in current year-end fund balance (defined as the prior year’s known fund balance amount less the amount designated for application to the current year budget) be allowed to be less than 35% of the next year’s planned budget for the General Fund as a minimum. As economic conditions warrant, an amount larger than this shall be maintained. This will be applied to cash flow, revenue reserves and insurance, and liability needs, or be available in the time of emergencies. If the current fund balance meets or exceeds the 35%, the intent is to increase this level to 50% of next year’s expenditures. If the fund balance level falls below the 35% due to unexpected expenses, a replenishment plan will be developed. 2.Dependence. In building the next year’s budget, the percentage of total annual budget financing that can come from fund balances will not exceed 5% of the planned budget. PropertyTaxes To sustain or expand City services, while keeping property taxes stable, the Council has diligently strived to maintain a level tax rate. The property tax levy for the year divided by the city-widetotal net tax capacity equals the tax rate. 11 Independent Audit The financial statements were audited by Abdo, Eick & Meyers, LLP, Certified Public Accountants, and their opinion has been included in this report. The scope of the audit included the basic financial statements of the City for the year ended December 31, 2019. Their audit was made in accordance with auditing standards generally accepted in the United States of America. The scope of the audit was sufficient to satisfy state and federal requirements. The auditors’ opinion on the City’s financial statements indicates that the auditors’ examination has disclosed no conditions which cause them to believe that the financial statements are not fairly stated, in all material respects. Certificate of Achievement The Government Finance OfficersAssociation of the United States and Canada (GFOA) awarded aCertificate of Achievement for Excellence in Financial Reporting to the City for its CAFR for the fiscal year ended December 31, 2018. This is the ninthconsecutiveyear the City has received this prestigious award. In order to be awarded a Certificateof Achievement, a government must publish an easily readable and efficiently organized CAFR, whose contents conforms to program standards. Such reports must satisfy both accounting principles generally accepted in the United States of America and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe our current CAFR continues to meet the Certificate of Achievement’s requirements and we are again submitting it to the GFOA to determine its eligibility for another certificate. Acknowledgments I would like to commend Finance DirectorLannesand the entire city staff for their hard work and dedication. I would like to recognize the CPA firm Abdo, Eick & Meyers, LLP for their professional assistance. Finally, thank you to the Mayor and members of the City Council for your continued interest and support in planning and conducting the financial operations of the City in a very responsible and professional manner. Respectfully submitted, Adam Nafstad City Administrator/PWD/CE 12 13 City of Albertville Organizational Chart Voters Consultants City Attorney City Council City Planner Committees Contract Services City Administrator/Public Works Sheriff's Department Director/City Engineer Family Youth Collaborative Assessor Joint Powers Water Economic Development Parks and Recreation Senior Program Public Works CommitteePersonnel CommitteeBoardPlanning CommissionAuthorityCommitteeSTMA Arena Board Admin. Asst. Clerk II Building - Planning and City ClerkFinance DirectorSTMA Ice ArenaFire Department (Building Tech)ZoningSewer Utility DeptStreets and Parks Election JudgesFinance StaffFire Chief Utility EmployeesParks Employees Fire Officers Volunteer Firemen 14 City of Albertville, Minnesota Elected and Appointed Officials For the Year Ended December 31, 2019 ELECTED NameTitleTerm Expires Jillian HendricksonMayor12/31/20 Rob OlsonCouncil Member12/31/22 Walter HudsonCouncil Member12/31/20 Rebecca Halling Council Member12/31/22 Aaron CockingCouncil Member12/31/20 APPOINTED NameTitle Adam NafstadCity Administrator Tina LannesFinance Director 15 16 FINANCIAL SECTION CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 17 18 INDEPENDENT AUDITOR’S REPORT Honorable Mayor and City Council City of Albertville, Minnesota Report on the Financial Statements We have audited the accompanying financial statements of governmental activities, the business-type activities, each major fund and the aggregate remaining fund information of the City of Albertville, Minnesota (the City), as of and for the year ended December31, 2019, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management isresponsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor’s Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards,issued by the Comptroller General of the United States.Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements,whether due to fraud or error.In making those risk assessments, the auditor considers internal control relevant to the City’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall financial statement presentation. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for ouraudit opinions. Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fundand the aggregate remaining fund information of the City as of December 31, 2019, and the respective changes in financial position and, where applicable, cash flows thereof and the respective budgetary comparison for the General fund for the year then ended in conformity with accounting principles generally accepted in the United States of America. 19 20 Change in Accounting Standards As described in Note 8 to the financial statements, the City adopted the provisions of Governmental Accounting Standard Board (GASB) Statement No. 84, Fiduciary Activities, for the year ended December 31, 2019. Adoption of the provisions of these statements results in significant change to the classifications of the components of the financial statements. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the Management’s Discussion and Analysis starting on page 23and the Schedules of Employer’s Share of the Net Pension Liability, the Schedules of Employer’s Contributions,the related note disclosures, the Schedule of Changes in Net Pension Liability (Asset) and Related Ratios starting on page 90be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assuranceon the information becausethe limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The introductory section, combining and individual fund financial statements and schedules and statistical section are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual fund financial statementsandschedulesare the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual fund financial statements and schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. The introductory section and statistical section have not been subjected to the auditing procedures applied in the audit of the basic financial statements, and accordingly, we do not express an opinion or provide any assurance on them. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated May 11, 2020, on our consideration of the City’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grantagreements and other matters. The purpose of that report issolely 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’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standardsin considering the City’s internal control overfinancial reporting and compliance. ABDO, EICK & MEYERS, LLP Minneapolis, Minnesota May 11, 2020 21 22 Management’s Discussion and Analysis As management of the City of Albertville, 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, 2019. Financial Highlights The assets and deferred outflows of resources of the City exceeded its liabilities and deferred inflows of resources at the close of the most recent fiscal year by $50,225,670(net position). Of this amount, $16,391,759 (unrestricted net position) may be used to meet the City’s ongoing obligations to citizens and creditors. The City’s total net positionincreased$2,558,861.This increaseis attributable to the governmental activities increasing$1,070,461due to increasedcapital reserves and revenues for charges for services (building, fire calls, licenses and permits), fire aid, tax increment, and lease payments. As of the close of the current fiscal year, the City’s governmental funds reported combined ending fund balances of $10,586,502,a decreaseof $1,516,266in comparison with the prior year.Approximately 65.2percent of this total amount, $6,906,224is available for spending at theCity’s discretionbut a portion has been assigned for specific purposes. At the end of thecurrent fiscal year, unassignedfund balance for the General fund was $2,477,774, or 71.7percent of total General fund 2019expenditures. The City’s total debt increased 48.4percent during the current fiscal year. The increase was attributable to the issuance of the 2019A General Obligation Sanitary Sewer Bonds. 23 Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the City’s basic financial statements. The City’s basic financial statements comprise three components: 1) government-wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplemental information in addition to the basic financial statements themselves. The financial statements also include notes that explain some of the information in the financial statements and provide more detailed data. The statements are followed by a section of combining and individual fund financial statements and schedules which further explain and support the information in the financial statements.Figure 1 shows how the required parts of this annual report are arranged and relate to one another. In addition to these required elements, we have included a section with combining and individual fund financial statements and schedules that provide details about non- major governmental funds, which are added together and presented in single columns in the basic financial statements. Figure 1 Required Components of the City’s Annual Financial Report Management's Basic Required Discussion and Financial Supplementary Analysis StatementsInformation Government-FundNotes to the wide Financial FinancialFinancial StatementsStatementsStatements SummaryDetail 24 Figure 2 summarizes the major features of the City’s financial statements, including the portion of the City government they cover and the types of information they contain. The remainder of this overview section of management’s discussion and analysis explains the structure and contents of each of the statements. Figure 2 Major Features of the Government-wide and Fund Financial Statements Fund Financial Statements Government-wide Governmental FundsProprietaryFunds Statements ScopeEntire City governmentThe activities of the Citythat Activities the City operates (except fiduciary funds)and are not proprietary orsimilar to private the City’s component unitsfiduciary, such as police, fire businesses, such as the and parkswater and sewer system Required financial Statement of Net Balance SheetStatementsof Net statements PositionPosition Statement of Revenues, Statement of ActivitiesStatements of Expenditures, and Changes in Fund Revenues, Expenses Balances and Changes in Net Position Statements of Cash Flows Accounting basis and Accrual accounting and Modified accrual accounting Accrual accounting and measurement focuseconomic resources focusand current financial economic resources focus resources focus Type of asset/liability All assets and liabilities, both Onlyassets expected to be All assets and liabilities, informationfinancial and capital, and used up and liabilities that both financial and capital, short-term and long-term come due during the year or and short-term and long- soon thereafter; no capital term assets included Type of deferred All deferred outflows/inflows Only deferred outflows of All deferred outflows/inflows outflows/inflows of of resources, regardless of resources expected to be of resources, regardless of resources informationwhen cash is received or used up and deferred when cash is received or paidinflows of resources that paid come due during the year or soon thereafter; no capital assets included Type of in flow/out All revenues and expenses Revenues for which cash is All revenues and expenses flow informationduring year, regardless of received during or soon after during the year, regardless when cash is received or the end of the year; of when cash is received or paidexpenditures when goods or paid services have been received and payment is due during the year or soon thereafter Government-wide Financial Statements.The Government-wide financial statementsare designed to provide readers with a broad overview of the City’s finances, in a manner similar to a private-sector business. The statement of net positionpresents information on all of the City’s assets and deferred outflows of resources, and liabilitiesand deferred inflows of resources, with the difference reported as net position. Over time, increases or decreases in net positionmay serve as a useful indicator of whether the financial position of the City is improving or deteriorating. The statement of activitiespresents information showing how the City’s net positionchanged during the most recent fiscal year. All changes in net positionare 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). 25 Both of the government-wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenue (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, culture and recreation, economic development and interest on long-term debt. The business-type activities of the City include sewer, water, storm waterand recycling. The government-wide financial statements start on page 37 of this report. Fund Financial Statements.Afundis 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 of the City can be divided into three categories: governmental funds, proprietary funds and fiduciary funds. Governmental Funds.Governmental fundsare used to account for essentially the same functions reported as governmental activitiesin 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 resourcesavailable at the end of the fiscal year. Such information may be useful in evaluating a government’s near-term financing 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 fundswith similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact by the government’s near-term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures and changes in fund balances provide a reconciliation to facilitate this comparison between governmental fundsandgovernmental activities. The City maintains 11 individual governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures and changes in fund balances for the General fund, Debt Service, Capital Outlay ReserveandTIF #17 Old Castlefunds - all of which are considered to be major funds. Data from the other governmental funds are combined into a single, aggregated presentation. Individual fund data for each of these non-major governmental funds is provided in the form of combining statements or schedules elsewhere in this report. The City adopts an annual appropriated budget for its General fund.A budgetary comparison statement has been provided for the Generalfundto demonstrate compliance with this budget. The basic governmental fund financial statements start on page42of this report. Proprietary Funds.The City maintains one type of proprietary fund.Enterprise fundsare used to report the same functions presented as business-type activitiesin the government-wide financial statements. The City uses enterprise funds to account for its sewer, water storm waterand recycling operations. 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 each of the enterprise funds. The basic proprietary fund financial statements start on page50of this report. FiduciaryFunds.Fiduciary funds are used to account for resources held for the benefit of parties outside the City. Fiduciary funds are notreflected in the government-wide financial statements because the resources of those funds are not available to support the City’s own programs. The accounting used for fiduciary funds is much like that used for proprietary funds. The basic fiduciary fund financial statements are on page54of 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 start on page 57 of this report. OtherInformation.The combining statements referred to earlier in connection with non-major governmental funds are presented following the notes tothefinancial statements.Combining and individual fund statements and schedules start on page100of this report. 26 Required Supplementary Information.In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information concerning the City’s progress in funding its obligation to provide pension and other post-employment benefits to its employees. Required supplementary information can be found starting on page90of this report. Government-wide Financial Analysis As noted earlier, net positionmay serve over time as a useful indicator of a government’s financial position. In the case of the City, assets and deferred outflows of resources exceeded liabilities by $50,225,670at the close of the most recent fiscal year. By far, the largest portion of the City’s net position (56.6percent) reflects its 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 assetsto 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 Albertville’s Summary of Net Position Governmental ActivitiesBusiness-type Activities IncreaseIncrease 20192018(Decrease)20192018(Decrease) Current and Other Assets$13,780,998$15,931,125$(2,150,127)$12,260,062$10,086,693$2,173,369 Capital Assets23,288,67221,100,6362,188,03617,137,14711,532,0845,605,063 Total Assets37,069,67037,031,76137,90929,397,20921,618,7777,778,432 Deferred Outflows of Resources543,704553,753(10,049)51,15259,627(8,475) Long-term Liabilities Outstanding6,803,2607,630,158(826,898)8,384,9152,897,1575,487,758 Other Liabilities294,542451,057(156,515)973,701151,605822,096 Total Liabilities7,097,8028,081,215(983,413)9,358,6163,048,7626,309,854 Deferred Inflows of Resources314,144373,332(59,188)65,50393,800(28,297) Net Position Net investment in capital assets17,512,79216,996,701516,09110,922,1919,046,7371,875,454 Restricted5,398,9283,482,5271,916,401--- Unrestricted7,289,7088,651,739(1,362,031)9,102,0519,489,105(387,054) Total Net Position$30,201,428$29,130,967$1,070,461$20,024,242$18,535,842$1,488,400 An additional portion of the City’s net position,$5,398,928,represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net position$16,391,759may be used to meet the City’s 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. 27 Governmental Activities.Governmental activities increasedthe City’s net position$1,070,461. Significant changes from the prior year are noted below: Governmental activities increasing $1,070,461due to increased capital reserves and revenues for charges for services (building, fire calls, licenses and permits), fire aid, tax increment, and lease payments. City of Albertville’s Changesin NetPosition Governmental ActivitiesBusiness-type Activities IncreaseIncrease 20192018(Decrease)20192018(Decrease) Revenues Program Revenues Charges for services$968,868$1,074,190$(105,322)$1,529,146$1,536,343$(7,197) Operating grants and contributions191,470193,526(2,056)22,41616,7945,622 Capital grants and contributions359,247150,340208,9071,515,818201,5611,314,257 General Revenues Taxes Property taxes4,005,8883,886,255119,633--- Tax increment232,684231,2471,437--- Grants and contributions not restricted to specific programs113,056111,9791,077--- Gain on sale of capital assets140,879-140,879--- Miscellaneous--- Unrestricted investment earnings384,339120,130264,209346,171109,248236,923 Total Revenues6,396,4315,767,667628,7643,413,5511,863,9461,549,605 Expenses General government767,343737,37529,968--- Public safety1,877,4571,529,785347,672--- Public works1,195,5601,757,764(562,204)--- Culture and recreation1,069,989611,258458,731--- Economic development223,663221,3192,344--- Interest on long-term debt191,958167,87224,086--- Sewer---1,102,919818,418284,501 Water---451,246411,15140,095 Storm water---252,627272,024(19,397) Recycling---118,359106,51411,845 Total Expenses5,325,9705,025,373300,5971,925,1511,608,107317,044 Change in Net Position 1,070,461742,294-1,488,400255,839- Net Position, January 129,130,96728,388,673742,29418,535,84218,280,003255,839 Net Position, December 31$30,201,428$29,130,967$1,070,461$20,024,242$18,535,842$1,488,400 28 The following graph depicts various governmental activities and shows the revenue and expenses directly related to those activities. Expenses and Program Revenues - Governmental Activities $2,000,000 $1,800,000 $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $- GeneralPublic SafetyPublic WorksCulture andEconomicInterest on Long- GovernmentRecreationDevelopmentterm Debt ExpensesProgram Revenues Revenues by Source - Governmental Activities For the most part, increases in expenses closely paralleled inflation and growth in the demand for services. 6.0%,Unrestricted 3.0%,Operating 15.1%,Charges for Investment Grants and Services EarningsContributions 2.2%, Miscellaneous 5.6%,Capital Grants and Contributions 1.8%,Grants and Contributions Unrestricted 66.3%,Taxes 29 Business-type Activities.Business-type activities increasedthe City’s net positionby $1,488,400. Expenses and Program Revenues - Business-type Activities $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $- SewerWaterStorm WaterRecycling ExpensesProgram Revenues Revenues by Source - Business-type Activities 44.8%,Charges for Services 0.7%,Operating Grants and Contributions, 10.1%,Investment Earnings 44.4%,Capital Grants and Contributions 30 Financial Analysis of the Government’s Funds As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental Funds: The focus of the City’s governmental fundsis to provide information on near-term inflows, outflows and balances of spendableresources.Such information is useful in assessing the City’s financing requirements. In particular, unassigned fund balancemay serve as a useful measure of a government’s net resources available for spending at the end of the fiscal year. As of the end of the current fiscal year, the City’s governmental funds had combined ending fund balances of $10,586,502,a decreaseof $1,516,266in comparison with the prior year.Approximately 65.2percent of this total amount, $6,906,224, constitutes assigned and unassignedfund balance, which is available for spending at the City’s discretionbut assigned for specific purposes.The remainder of fund balance $3,527,442is not available for new spending because it is either 1) nonspendable $140,151or 2)restricted $5,398,928. The General fundis the chief operating fund of the City. At the end of the current year, the fund balance of the General fund was $2,617,925.The fund balance of the City’sGeneral fund increased $231,615 during the current fiscal year. This increase is attributable to changes for services (buildings, fire calls, licenses and permits), fire aid, and lease payments. The Debt Servicefundbalance decreased$152,085from the prior year for an ending fund balance of $3,257,099. The City levies 105% of the following years debt service payment. The Capital Outlay Reservefundbalance decreased $1,537,308, for an ending fund balance of $4,853,536. The City budgets annually for future capital projects and purchases. Proprietary Funds:The City’s proprietary funds provide the same type of information found in the government-wide financial statements, but in more detail. Unrestricted net positionof the enterprise funds at the end of the year amounted to$9,102,051.The total increasein net positionfor the funds was $1,488,400.Other factors concerning the finances of these funds have already been addressed in the discussion of the City’s business-type activities. General Fund Budgetary Highlights The City’s General fund budget was not amended during the year.The budgetdid not call for an increase ordecrease in fund balance. The actual activity of the General fund resulted in an increase of $231,615. The general fund received more revenues than budgeted in licenses and permits and charges for services due to the STMA Arena Addition, and unexpected development projects. In addition, the City also budgeted for two additional employees in 2018 but they were hired in the last quarter ofthe year. Revenueswereoverbudget by $558,141.All revenue categories were over budget, with the exception of taxes. Charges for services and the licenses and permits revenue sources had the largest positive variances of$380,273 and $53,332, respectively.Thisincrease is attributable to changes for services (buildings, fire calls, licenses and permits), fire aid, and lease payments. Expenditures were overbudget by$326,526.Public safetywas over budget by $67,573and culture and recreationwas over budget by$319,659.The City had a larger street project in addition to park project, engineering for several projects, increased fire expenses and the centennial celebration. 31 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, 2019, amounts to $40,425,819(netof accumulated depreciation). This investment in capital assets includes land, construction in progress, structures, improvements, machinery and equipment, park facilities, roads, highways and bridges. The total decreasein the City’s investment in capital assets for the current fiscal year was due to depreciation. Additional information on the City’s capital assets can be found in Note 3B starting on page69of this report. City of Albertville’s Capital Assets (Netof Depreciation) Governmental ActivitiesBusiness-type Activities IncreaseIncrease 20192018(Decrease)20192018(Decrease) Land$3,983,292$3,849,800$133,492$351,834$351,834$- Construction in Progress-194,496(194,496)6,590,589548,1326,042,457 Buildings4,246,1844,406,531(160,347)3,078,1783,196,170(117,992) Infrastructure11,250,94810,544,130706,8187,010,6497,274,476(263,827) Land Improvements1,355,9031,481,507(125,604)--- Machinery and Equipment761,929457,991303,93841,89657,892(15,996) Vehicles1,690,416166,1811,524,23564,001103,580(39,579) Total$23,288,672$21,100,636$2,188,036$17,137,147$11,532,084$5,605,063 Long-term Debt:At the end of the current fiscal year, the City had total bonded debt outstanding of$13,942,725.This amount consists ofgeneral obligation special assessment, general obligation revenue bondsand revenue bonds.While many of thesebonds havetheir ownrevenue streams,they arebacked by the full faith and credit of theCity. City of Albertville’s Outstanding Debt Governmental ActivitiesBusiness-type Activities IncreaseIncrease 20192018(Decrease)20192018(Decrease) General Obligation Special Assessment Bonds$5,967,076$6,911,370$(944,294)$318,923$395,229$(76,306) General Obligation Revenue Bonds---7,656,7262,090,1185,566,608 Total$5,967,076$6,911,370$(944,294)$7,975,649$2,485,347$5,490,302 The City’s total debt increased$4,546,008during the current fiscal year.The increase was attributable to debt issuance. Minnesota statutes limit the amount of net general obligation debt a City may issue to 3 percent of the market value of taxable property within the City.Net debt is debt payablesolely from ad valorem taxes. The City’s applicable debt does not exceed the limit set forth in statute. Additional information on the City’s long-term debt can be found in Note 3D startingon page71of this report. 32 Economic Factors and Next Year’s Budgets and Rates Residential property values continue to increase from the previous years and neighborhoods continue to be very stable. New housing starts remain steady and overall permit activity remains steady. Commercial property values have improved and commercial interest is strong. Budgeted capital projects are generally targeted towards maintenance and preservation of the City’s infrastructure. Many transportation infrastructure projects are underway, including Interstate 94, County State Highway 19, and County State Highway 38. These improvements will improve access to and from the interstate and commercial properties. Requests for Information This financial report is designed to provide a general overview of the City’s finances for all those with an interest in the City’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Finance Director, City of Albertville, 5959 Main Avenue, Albertville, Minnesota 55301. 33 34 GOVERNMENT-WIDEFINANCIAL STATEMENTS CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 35 36 City of Albertville, Minnesota Statement of Net Position December 31, 2019 GovernmentalBusiness-type ActivitiesActivitiesTotal Assets Cash and temporary investments$ 9,151,389$ 9,745,634$ 18,897,023 Restricted cash-1,760,6931,760,693 Receivables Interest54,443-54,443 Taxes47,232-47,232 Accounts31,007194,500225,507 Notes - due within one year73,148-73,148 Notes - due in more than one year877,78132,144909,925 Special assessments1,523,505105,2351,628,740 Due from other governments237,393393,911631,304 Prepaid items89,15127,945117,096 Equity interest in joint venture224,137-224,137 Net pension asset199,859-199,859 Land held for resale1,271,953-1,271,953 Capital assets Land and construction in progress3,983,2926,942,42310,925,715 Depreciable assets, net of accumulated depreciation19,305,38010,194,72429,500,104 Total Assets37,069,67029,397,20966,466,879 Deferred Outflows of Resources Loss on refunding bonds191,196-191,196 Deferred pension resources352,50851,152403,660 Total Deferred Outflows of Resources543,70451,152594,856 Liabilities Accounts and contracts payable90,721856,256946,977 Escrows payable 148,906-148,906 Due to other governments-56,34256,342 Accrued interest payable34,29249,24883,540 Accrued salaries payable20,62311,85532,478 Noncurrent liabilities - due within one year989,009721,6181,710,627 Noncurrent liabilities - due in more than one year5,155,4127,336,18912,491,601 Net pension liability 658,839327,108985,947 Total Liabilities7,097,8029,358,61616,456,418 Deferred Inflows of Resources Deferred pension resources314,14465,503379,647 Net Position Net investment in capital assets17,512,79210,922,19128,434,983 Restricted for Debt service5,268,736-5,268,736 Park dedication9,098-9,098 Tax increment121,094-121,094 Unrestricted 7,289,7089,102,05116,391,759 Total Net Position$ 30,201,428$ 20,024,242$ 50,225,670 The notes to the financial statements are an integral part of this statement. 37 City of Albertville, Minnesota Statement of Activities For the Year Ended December 31, 2019 Program Revenues OperatingCapital Grants Charges forGrants andand Functions/Programs ExpensesServicesContributionsContributions Governmental Activities General government$767,343$544,149$45,578$30,304 Public safety1,877,457335,444137,321- Public works1,195,5601,750(26,765)324,868 Culture and recreation1,069,98987,52516,2084,075 Economic development223,663-19,128- Interest on long-term debt191,958--- Total Governmental Activities5,325,970968,868191,470359,247 Business-type Activities Sewer1,102,919866,6029,4561,488,937 Water451,246348,310-25,772 Storm Water252,627209,206-1,109 Recycling118,359105,02812,960- Total Business-type Activities1,925,1511,529,14622,4161,515,818 Total$7,251,121$2,498,014$213,886$1,875,065 General Revenues Taxes Property taxes levied for general purposes Property taxes levied for debt service Tax increments Grants and contributions not restricted to specific programs Unrestricted investment earnings Gain on sale of capital assets Total General Revenues Change in Net Position Net Position, January 1 Net Position, December 31 The notes to the financial statements are an integral part of this statement. 38 Net (Expenses) Revenues and Changes in Net Position GovernmentalBusiness-type ActivitiesActivitiesTotal $(147,312)$-$(147,312) (1,404,692)-(1,404,692) (895,707)-(895,707) (962,181)-(962,181) (204,535)-(204,535) (191,958)-(191,958) (3,806,385)-(3,806,385) -1,262,0761,262,076 -(77,164)(77,164) -(42,312)(42,312) -(371)(371) -1,142,2291,142,229 (3,806,385)1,142,229(2,664,156) 3,497,033-3,497,033 508,855-508,855 232,684-232,684 113,056-113,056 384,339346,171730,510 140,879-140,879 4,876,846346,1715,223,017 1,070,4611,488,4002,558,861 29,130,96718,535,84247,666,809 $30,201,428$20,024,242$50,225,670 The notes to the financial statements are an integral part of this statement. 39 40 FUNDFINANCIAL STATEMENTS CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THEYEAR ENDED DECEMBER 31, 2019 41 City of Albertville, Minnesota Balance Sheet Governmental Funds December 31, 2019 Capital Projects Capital DebtOutlay GeneralServiceReserve Assets Cash and temporary investments$2,549,914$1,604,411$4,712,458 Receivables Taxes47,232-- Accounts31,007-- Special assessments51,5051,094,999377,001 Interest49,3715,072- Notes-950,929- Advances to other funds-426,664- Due from other governments87,393-150,000 Prepaid items89,151-- Land held for resale51,0001,220,953- Total Assets$2,956,573$5,303,028$5,239,459 Liabilities Accounts and contracts payable$81,799$-$8,922 Escrows payable148,906-- Advances from other funds--- Accrued salaries payable20,623-- Total Liabilities251,328-8,922 Deferred Inflows of Resources Unavailable revenue - property taxes35,816-- Unavailable revenue - special assessments51,5041,095,000377,001 Unavailable revenue - notes/intergovernmental-950,929- Total Deferred Inflows of Resources87,3202,045,929377,001 Fund Balances Nonspendable140,151-- Restricted-3,257,099- Committed --- Assigned--4,853,536 Unassigned2,477,774-- Total Fund Balances2,617,9253,257,0994,853,536 Total Liabilities, Deferred Inflows of Resources and Fund Balances$2,956,573$5,303,028$5,239,459 The notes to the financial statements are an integral part of this statement. 42 OtherTotal GovernmentalGovernmental FundsFunds $284,606$9,151,389 -47,232 -31,007 -1,523,505 -54,443 -950,929 -426,664 -237,393 -89,151 -1,271,953 $284,606$13,783,666 $-$90,721 -148,906 426,664426,664 -20,623 426,664686,914 -35,816 -1,523,505 -950,929 -2,510,250 -140,151 130,1923,387,291 152,836152,836 -4,853,536 (425,086)2,052,688 (142,058)10,586,502 $284,606$13,783,666 The notes to the financial statements are an integral part of this statement. 43 44 City of Albertville, Minnesota Reconciliation of the Balance Sheet to the Statement of Net Position December 31, 2019 Amounts reported for the governmental activities in the statement of net position are different because Total Fund Balances - Governmental$10,586,502 Governmental funds do not report an asset for equity interest in the joint venture224,137 Capital assets used in governmental activities are not financial resources and therefore are not reported as assets in governmental funds. Cost of capital assets47,589,323 Less: accumulated depreciation(24,300,651) Long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported as liabilities in the funds. Long-term liabilities at year-end consist of Compensated absences payable(177,345) Bond principal payable(5,967,076) Pension liability(658,839) Deferred outflows of resources, loss on refunding bond191,196 Some receivables are not available soon enough to pay for the current period's expenditures, and therefore are deferred in the funds. Special assessments1,523,505 Taxes35,816 Notes/intergovernmental950,929 Governmental funds do not report long-term amounts related to pension. Deferred outflows of pension resources352,508 Deferred inflows of pension resources(314,144) Net pension asset199,859 Governmental funds do not report a liability for accrued interest until due and payable.(34,292) Total Net Position - Governmental Activities$30,201,428 The notes to the financial statements are an integral part of this statement. 45 City of Albertville, Minnesota Statement of Revenues, Expenditures and Changes in Fund Balances Governmental Funds For the Year Ended December 31, 2019 Capital Projects Capital DebtOutlay GeneralServiceReserve Revenues Taxes$2,071,798$561,855$1,367,473 Licenses and permits215,108-- Intergovernmental260,892-177,143 Charges for services1,004,236-- Fines and forfeitures500-- Special assessments18,280224,52516,982 Interest on investments94,59085,110199,219 Miscellaneous22,39485,86730,510 Total Revenues3,687,798957,3571,791,327 Expenditures Current General government753,403-- Public safety1,557,191-- Public works390,47946,886- Culture and recreation748,116-- Economic development6,994-- Capital outlay General government--165,954 Public safety--1,685,562 Public works--1,274,646 Culture and recreation--163,436 Economic development--45,156 Debt service Principal-939,000- Interest and other-123,556- Total Expenditures3,456,1831,109,4423,334,754 Excess (Deficiency) of Revenues Over (Under) Expenditures231,615(152,085)(1,543,427) Other Financing Sources (Uses) Transfers in--- Sale of capital assets--6,119 Transfers out--- Total Other Financing Sources (Uses)--6,119 Net Change in Fund Balances231,615(152,085)(1,537,308) Fund Balances, January 12,386,3103,409,1846,390,844 Fund Balances, December 31$2,617,925$3,257,099$4,853,536 The notes to the financial statements are an integral part of this statement. 46 OtherTotal GovernmentalGovernmental FundsFunds $232,684$4,233,810 -215,108 -438,035 -1,004,236 -500 -259,787 5,420384,339 -138,771 238,1046,674,586 37,847791,250 -1,557,191 -437,365 -748,116 171,513178,507 -165,954 -1,685,562 -1,274,646 45,771209,207 -45,156 -939,000 41,461165,017 296,5928,196,971 (58,488)(1,522,385) 151,390151,390 -6,119 (151,390)(151,390) -6,119 (58,488)(1,516,266) (83,570)12,102,768 $(142,058)$10,586,502 The notes to the financial statements are an integral part of this statement. 47 City of Albertville, Minnesota Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances to the Statement of Activities Governmental Funds For the Year Ended December 31, 2019 Amounts reported for governmental activities in the statement of activities are different because Total Change Is Fund Balances$(1,516,266) Governmental funds do not report income or loss in a joint venture.(240,546) Capital outlays are reported in governmental funds as expenditures. However, in the statement of activities, the cost of those assets is allocated over the estimated useful lives as depreciation expense. Capital outlays2,841,587 Depreciation expense(788,312) Book value of assets sold(55,240) Gain on assets sold190,000 The issuance of long-term debt provides current financial resources to governmental funds, while the repayment of 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 effect of premiums, discounts and similar items when debt is first issued, whereas these amounts are amortized in the statement of activities. Principal repayments939,000 Amortization of loss on refunding and premium(32,944) Interest on long-term debt in the statement of activities differs from the amount reported in the governmental fund because interest is recognized as an expenditure in the funds when it is due, and thus requires the use of current financial resources. In the statement of activities, however, interest expense is recognized as the interest accrues, regardless of when it is due.6,003 Long-term pension activity is not reported in governmental funds. Pension expense(60,818) Pension revenue2,527 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 the governmental funds. Compensated absences(33,515) Certain revenues are recognized as soon as they are earned. Under the modified accrual basis of accounting certain revenues cannot be recognized until they are available to liquidate liabilities of the current period. Special assessments (62,630) Taxes4,762 Intergovernmental(123,147) Change in Net Position - Governmental Activities$1,070,461 The notes to the financial statements are an integral part of this statement. 48 City of Albertville, Minnesota Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual General Fund For the Year Ended December 31, 2019 General Budgeted Amounts ActualVariance with OriginalFinalAmountsFinal Budget Revenues Taxes$2,075,403$2,075,403$2,071,798$(3,605) Licenses and permits161,776161,776215,10853,332 Intergovernmental228,515228,515260,89232,377 Charges for services623,963623,9631,004,236380,273 Fines and forfeitures--500500 Special assessments--18,28018,280 Interest on investments25,00025,00094,59069,590 Miscellaneous15,00015,00022,3947,394 Total Revenues3,129,6573,129,6573,687,798558,141 Expenditures Current General government756,310756,310753,4032,907 Public safety1,489,6181,489,6181,557,191(67,573) Public works449,272449,272390,47958,793 Culture and recreation428,457428,457748,116(319,659) Economic development6,0006,0006,994(994) Total Expenditures3,129,6573,129,6573,456,183(326,526) Net Change in Fund Balances-- 231,615231,615 Fund Balances, January 12,386,3102,386,3102,386,310- Fund Balances, December 31$2,386,310$2,386,310$2,617,925$231,615 The notes to the financial statements are an integral part of this statement. 49 City of Albertville, Minnesota Statement of Net Position Proprietary Funds December 31, 2019 Business-type Activities - Enterprise Funds SewerWaterStorm WaterRecyclingTotal Assets Current Assets Cash and temporary investments$6,815,575$1,632,755$1,228,019$ 69,285$9,745,634 Restricted cash 1,760,693 - - - 1,760,693 Receivables Accounts 84,597 89,373 19,046 1,484 194,500 Special assessments, current portion 9,397 8,534 5,666 644 24,241 Due from other governments 391,688 12 - 2,211 393,911 Prepaid items 20,244 5,994 1,707 - 27,945 Total Current Assets 9,082,194 1,736,668 1,254,438 73,62412,146,924 Noncurrent Assets Special assessments, net of current portion 60,622 11,431 8,941 - 80,994 Notes, net of current portion - - 32,144 - 32,144 Capital Assets Land 205,722 - 146,112 - 351,834 Buildings 4,706,359 13,330 - - 4,719,689 Infrastructure 8,975,437 1,401,010 1,509,297 -11,885,744 Machinery and equipment 184,305 134,193 - - 318,498 Vehicles 186,363 216,921 69,177 - 472,461 Construction in progress 6,590,589 - - - 6,590,589 Less: Accumulated depreciation(6,124,407) (733,227) (344,034) -(7,201,668) Net Capital Assets14,724,368 1,032,227 1,380,552 -17,137,147 Total Noncurrent Assets14,784,990 1,043,658 1,421,637 -17,250,285 Total Assets23,867,184 2,780,326 2,676,075 73,62429,397,209 Deferred Outflows of Resources Deferred pension resources 16,407 22,257 12,488 - 51,152 Liabilities Current Liabilities Accounts and contracts payable 786,499 59,185 1,680 8,892 856,256 Due to other governments - 56,342 - - 56,342 Accrued interest payable 45,638 985 2,625 - 49,248 Accrued salaries payable 3,659 5,216 2,980 - 11,855 Compensated absences payable, current portion 27,728 27,728 6,162 - 61,618 Bonds payable, current portion 575,900 9,100 75,000 - 660,000 Total Current Liabilities 1,439,424 158,556 88,447 8,892 1,695,319 Noncurrent Liabilities Compensated absences payable 9,243 9,243 2,054 - 20,540 Bonds payable 7,011,926 59,800 243,923 - 7,315,649 Pension liability 104,913 142,335 79,860 - 327,108 Total Noncurrent Liabilities 7,126,082 211,378 325,837 - 7,663,297 Total Liabilities 8,565,506 369,934 414,284 8,892 9,358,616 Deferred Inflows of Resources Deferred pension resources 21,009 28,503 15,991 - 65,503 Net Position Net investment in capital assets 8,897,235 963,327 1,061,629 -10,922,191 Unrestricted 6,399,841 1,440,819 1,196,659 64,732 9,102,051 Total Net Position$15,297,076$2,404,146$2,258,288$ 64,732$20,024,242 The notes to the financial statements are an integral part of this statement. 50 City of Albertville, Minnesota Statement of Revenues, Expenses and Changes in Net Position Proprietary Funds For the Year Ended December 31, 2019 Business-type Activities - Enterprise funds SewerWaterStorm WaterRecyclingTotal Operating Revenues Charges for services$ 865,037$ 335,066$ 209,020$ 105,028$ 1,514,151 Operating Expenses Personal services 281,928 204,141 144,676 10,790 641,535 Supplies 31,630 22,734 90 143 54,597 Professional services 31,078 30,135 43,845 2,372 107,430 Utilities 77,771 47,162 - - 124,933 Insurance 14,102 7,051 1,410 - 22,563 Repairs and maintenance 77,872 45,384 4,301 - 127,557 Remittance to Joint Powers Board - 299 - - 299 Depreciation 342,561 57,089 48,208 - 447,858 Other charges 51,206 34,866 4,978 105,054 196,104 Total Operating Expenses 908,148 448,861 247,508 118,359 1,722,876 Operating Income (Loss) (43,111) (113,795) (38,488) (13,331) (208,725) Nonoperating Revenues (Expenses) Interest income 233,755 60,326 49,465 2,625 346,171 Intergovernmental - - - 12,960 12,960 Bond issuance costs (124,383) - - - (124,383) Interest expense and other (70,388) (2,385) (5,119) - (77,892) Other income 11,021 13,244 186 - 24,451 Total Nonoperating Revenues (Expenses) 50,005 71,185 44,532 15,585 181,307 Income (Loss) Before Contributions 6,894 (42,610) 6,044 2,254 (27,418) Contributions Capital contributions 1,488,937 25,772 1,109 - 1,515,818 Change in Net Position 1,495,831 (16,838) 7,153 2,254 1,488,400 Net Position, January 1 13,801,245 2,420,984 2,251,135 62,478 18,535,842 Net Position, December 31$15,297,076$ 2,404,146$ 2,258,288$ 64,732$20,024,242 The notes to the financial statements are an integral part of this statement. 51 City of Albertville, Minnesota Statement of Cash Flows Proprietary Funds For the Year Ended December 31, 2019 Business-type Activities - Enterprise funds SewerWaterStorm WaterRecyclingTotals Cash Flows from Operating Activities Receipts from customers and users$859,704$319,727$209,539$103,271$1,492,241 Other receipts and payments, net 11,021 13,244 10,900 - 35,165 Payments to suppliers (261,401) (88,127) (53,726) (98,728) (501,982) Payments to employees (286,346) (213,316) (150,896) (10,790) (661,348) Net Cash Provided (Used) by Operating Activities 322,978 31,528 15,817 (6,247) 364,076 Cash Flows from Noncapital Financing Activities Intergovernmental receipts - - - 13,348 13,348 Cash Flows from Capital and Related Financing Activities Acquisition of capital assets(5,320,392) (5,232) - -(5,325,624) Capital contributions 1,101,663 27,285 5,876 - 1,134,824 Debt issuance proceeds 5,729,278 - - - 5,729,278 Interest paid on bonds (37,421) (2,485) (7,050) - (46,956) Principal paid on bonds (270,900) (9,100) (75,000) - (355,000) Net Cash Provided (Used) by Capital and Related Financing Activities 1,202,228 10,468 (76,174) - 1,136,522 Cash Flows from Investing Activities Interest received on investments 233,755 60,326 49,465 2,625 346,171 Net Increase (Decrease) in Cash and Cash Equivalents 1,758,961 102,322 (10,892) 9,726 1,860,117 Cash and Cash Equivalents, January 1 6,817,307 1,530,433 1,238,911 59,559 9,646,210 Cash and Cash Equivalents, December 31$8,576,268$1,632,755$1,228,019$ 69,285$11,506,327 Reconciliation of Cash and Cash Equivalents to the Statement of Net Position Cash and temporary investments$6,815,575$1,632,755$1,228,019$ 69,285$9,745,634 Restricted cash 1,760,693 - - - 1,760,693 Statement of Net Position Cash and Cash Equivalents$8,576,268$1,632,755$1,228,019$ 69,285$11,506,327 The notes to the financial statements are an integral part of this statement. 52 City of Albertville, Minnesota Statement of Cash Flows (Continued) Proprietary Funds For the Year Ended December 31, 2019 Business-type Activities - Enterprise funds SewerWaterStorm WaterRecyclingTotals Reconciliation of Operating Income (Loss) to Net Cash Provided (Used) by Operating Activities Operating income (loss)$(43,111)$(113,795)$(38,488)$ (13,331)$(208,725) Adjustments to reconcile operating income (loss) to net cash provided (used) by operating activities Other income related to operations 11,021 13,244 186 - 24,451 Depreciation 342,561 57,089 48,208 - 447,858 (Increase) decrease in assets/deferred outflows of resources Accounts receivable (3,144) (12,300) 631 (1,484) (16,297) Prepaids (1,306) (169) (93) - (1,568) Due from other governments - 80,118 - - 80,118 Special assessments receivable (2,189) (3,039) (112) (273) (5,613) Note receivable - - 10,714 - 10,714 Deferred pension resources 2,492 3,793 2,190 - 8,475 Increase (decrease) in liabilities/deferred inflows of resources Accounts payable 23,564 11,932 991 8,841 45,328 Due to other governments - 7,623 - - 7,623 Accrued salaries payable 756 1,134 663 - 2,553 4,689 Compensated absences payable 2,110 2,110 469 - Pension liability (1,055) (3,734) (2,444) - (7,233) Deferred pension resources (8,721) (12,478) (7,098) - (28,297) Net Cash Provided (Used) by Operating Activities$322,978$ 31,528$ 15,817$ (6,247)$364,076 Schedule of Noncash Capital and Financing Activities Capital contributions$391,688$ -$ -$ -$391,688 Capital assets purchased on account$753,670$ -$ -$ -$753,670 Premium on bonds issued$133,661$ -$ -$ -$133,661 Amortization of bond premiums$ 7,053$ -$ 1,306$ -$ 8,359 The notes to the financial statements are an integral part of this statement. 53 City of Albertville, Minnesota Statement of Fiduciary Net Position Fiduciary Funds December 31, 2019 Custodial Funds Assets Cash and temporary investments$283,976 Accounts receivable150,422 Inventory4,351 Total Assets438,749 Liabilities Accounts payable21,163 Accrued wages6,624 Total Liabilities27,787 Net Position Restricted for organizations and other governments$410,962 The notes to the financial statements are an integral part of this statement. 54 City of Albertville, Minnesota Statement of Changes in Fiduciary Net Position For the Year Ended December 31, 2019 Custodial Funds Additions Contributions Charges for services$604,084 Donations 88,600 Concessions 78,242 Total Contributions770,926 Investment earnings Interest, dividends and other8,356 Miscellaneous261,043 Total Additions1,040,325 Deductions Professional services322,947 Supplies 35,733 Utilities 213,122 Insurance 20,602 Repairs and Maintenance37,324 Capital Outlay 206,169 Miscellaneous273,889 Total Deductions1,109,786 (69,461) Net Increase (Decrease) in Fiduciary Net Position 480,423 Net Position, January 1 $410,962 Net Position, December 31 The notes to the financial statements are an integral part of this statement. 55 56 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 1: Summary of Significant Accounting Policies A.Reporting Entity The City of Albertville, Minnesota (the City) operates under the "Optional Plan A" form of government as defined in the State of Minnesotastatutes.Under this plan, the government of the City is directed by a City Council composed of an elected Mayor and four elected City Council members.The City Council exercises legislative authority and determines all matters of policy. TheCity Council appoints personnel responsible for the proper administration of allaffairs relating to the City. The City has considered all potential units for which it is financially accountable, and other organizations for which the nature and significance of their relationship with the City are such that exclusion would cause the City’s financial statements to bemisleading or incomplete.The Governmental Accounting Standards Board (GASB) has set forth criteria to be considered in determining financialaccountability. These criteria include appointing a voting majority of an organization’s governing body, and (1) the ability of the primary government to impose its will on that organization or (2) the potential for the organization to provide specific benefits to, or impose specific financial burdens on the primary government. Blended Component Unit The Albertville Economic Development Authority (EDA) is a legal separate entity created to carry out economic development activities. The EDA is governed by five members, which consists of the City Council and the operational responsibility for the EDA rests with the management of the City. The criterion that results in the EDA being reported as a blended component unit include 1)the five board members aremembers of the City Council and 2) the operational responsibility of the EDA rests with the management of the City. The EDA does not issue separate financial statements and are included in the financial section of this report. 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 City. 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 segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Amounts reportedas program revenuesinclude 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment.Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds, proprietary fundsand fiduciary funds.Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. C.MeasurementFocus, Basis of Accounting andFinancial 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.Grantsand 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 availablewhen they are collectible within the current period or soon enough thereafter to pay liabilities of the current period.For this purpose, the City considers revenues to be available if they are collected within 60 days of the endof 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. 57 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 1:Summary of Significant Accounting Policies (Continued) Property taxes,franchise taxes, licenses 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. Revenue resulting from exchange transactions, in which each party gives and receives essentially equal value, is recorded on the accrual basis when the exchange takes place. On a modified accrual basis, revenue is recorded in the year in which the resources are measurable and become available. Non-exchange transactions, in which the City receives value without directly giving equal value in return, include property taxes, grants, entitlement and donations.On an accrual basis, revenue from property taxes is recognized in the year for which the tax is levied. Revenue from grants, entitlements and donations is recognized in the year in which all eligibility requirements have been satisfied. Eligibility requirements include timing requirements, which specify the year when the resources are required to be used or the year when use is first permitted, matching requirements, in whichthe City must provide local resources to be used for a specified purpose, and expenditure requirements, in which the resources are provided to the City on a reimbursement basis. On a modified accrual basis, revenue from non-exchange transactions must alsobe available before it can be recognized. Unearnedrevenue arises when assets are recognized before revenue recognition criteria have been satisfied. Grants and entitlements received before eligibility requirements are met are also recorded as unearnedrevenue. The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Accordingly, actual results could differ from those estimates. The City reports the following major governmental funds: The General fund is theCity’s primary operating fund.It accounts for all financial resources of the City, except those required to be accounted for in another fund. The Debt Servicefund accounts for the accumulation of resources and payment of bond principal and interest on long-term general obligation debt of governmental funds. The Capital Outlay Reserve fund accounts for the accumulation of resources necessary to fund future capital improvements and equipment purchases. 58 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 1:Summary of Significant Accounting Policies (Continued) The City reports the following major proprietary funds: The Sewerfundaccounts for the activities of theCity’s sewage collection utility. The Waterfundaccounts for the activities of the City’s water utility. The Storm Waterfundaccounts forthe activities of the City’s storm drainage utility. The Recycling fundaccounts for the activities of the City’s recycling operations. Additionally, the City reports the following fund types: Fiduciary Funds rust funds, or private-purpose trust funds. The City’s Custodial fund accounts for activities of St.Michael-Albertville Ice Arena, Albertville Lions, and Friendly City Days. As a general rule, the effect of interfund activity has been eliminated from government-wide financial statements. Exceptions to this general rule are charges between the City’s water and sewer functions and various other functions of the City.Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. Proprietary funds distinguish operating revenues and expenses from nonoperatingitems. 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 City 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. 59 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 1:Summary of Significant Accounting Policies (Continued) D.Assets, Deferred Outflows of Resources, Liabilities, Deferred Inflows ofResourcesand Net Position/Fund Balances Deposits and Investments The City’s cash and cash equivalents are considered to be cash on hand, demand deposits and short-term investments with original maturities of three months or less from the date of acquisition.The proprietary funds’ portion in the government-wide cash and temporary investments pool is considered to be cash andcash equivalents for purposes of the statementof cash flows. Cash balances from all funds are pooled and invested, to the extent available, in certificates of deposit andother authorized investments. Earnings from such investments are allocated on the basis of applicable participation by each of the funds. The City may also invest idle funds as authorized by Minnesota statutes, as follows: 1.Direct obligations or obligations guaranteed by the United States or its agencies. 2.Shares of investment companies registered under the Federal Investment Company Act of 1940 and received the highest credit rating, rated in one of the two highest rating categories by a statistical rating agency, and have a final maturity of thirteen months or less. 3.General obligations of a state or local government with taxing powers rated “A” or better; revenue obligations rated “AA” or better. 4.General obligations of the Minnesota Housing Finance Agency rated “A” or better. 5.Obligation of a school district with an original maturitynot exceeding 13 months and (i) rated in the highest category by a national bond rating service or (ii) enrolled in the credit enhancement program pursuant to statute section 126C.55. 6.Bankers’acceptances of United States banks eligible for purchase by the Federal Reserve System. 7.Commercial paper issued by United States banks corporations or their Canadian subsidiaries, of highest quality category by at least two nationally recognized rating agencies, and maturing in 270 days or less. 8.Repurchase or reverse repurchase agreements and securities lending agreements with financial institutions qualified as a “depository” by the government entity, with banks that are members of the Federal Reserve System with capitalization exceeding $10,000,000, a primary reporting dealer in U.S. government securities to the Federal Reserve Bank of New York, or certain Minnesota securities broker-dealers. 9.Guaranteed Investment Contracts (GIC’s) issued or guaranteed by a United States commercial bank, a domestic branch of a foreign bank, a United States insurance company, or its Canadian subsidiary, whose similar debt obligations were rated in one of the top two rating categories by a nationally recognized rating agency. Broker money market funds operate in accordance with appropriate state laws and regulations. The reported value of the pool is the same as the fair value of the shares. 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. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; Level 3 inputs are significant unobservable inputs. 60 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 1:Summary of Significant Accounting Policies (Continued) The City has the following recurring fair value measurements as of December 31, 2019: Brokered Certificates of Depositof $5,336,336are valued using quoted market prices (Level 2inputs) Mortgage Backed Securitiesof $549,525are values using a matrix pricing model (Level 2 inputs) Municipal Bonds of $4,013,027are values using a matrix pricing model (Level2 inputs) The Minnesota Municipal Money Market Fund is regulated by Minnesota statutes and the Board of Directors of the League of Minnesota Cities and is an external investment pool not registered with the Securities Exchange Commission (SEC) that follows the regulatory rules of the SEC. In accordance with GASB Statement No. 79, the City’s investment in this pool is valued at amortized cost, which approximates fair value. There are no restrictions or limitations on withdrawalsfrom the 4M Liquid Asset Fund. Investments in the 4M Plus must be deposited for a minimum of 14 calendar days. Withdrawals prior to the 14-day restriction period will be subject to a penalty equal to seven days interest on the amount withdrawn. Seven days' notice of redemption is required for withdrawals of investments in the 4M Term Series withdrawn prior to the maturity date of that series. A penalty could be assessed as necessary to recoup the Series for any charges, losses, and other costs attributable to the early redemption. Financial statements of the 4M Fund can be obtained by contracting RBC Global Management at 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402-1240. Investment Policy The City’s investment policy incorporates Minnesota statutes as described abovewhich reduces the City’s exposure to credit, custodial credit and interest rate risks. Specific risk information for the City is as follows: Credit Risk. Credit risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. Ratings are provided by various credit rating agencies and where applicable, indicate associated credit risk. Minnesota statutes and the City’s investment policy limit the City’s investments to the list above. Custodial Credit Risk.The custodial credit risk for investments is the risk that, in the event of the failure of the counterparty to a transaction, a government will not be able to recover the value of investment or collateral securities that are in the possession of an outside party. The City’s investments held by the broker-dealer were insured by SIPC or other supplemental insurance as of December 31, 2019. However, each investment brokerage firm may have a limit to their supplemental insurance and because of the size of the City’s portfolio in relation to the brokerage firm’s excess SIPC coverage limits the portion of the supplemental policy applicable to the City’s portfolio is unknown. The City’s investment policy does not address custodial credit risk. The City accepts the risk due to the controls in place at the broker-dealer. Concentration of Credit Risk. Concentration of credit risk is the risk ofloss attributed to the magnitude of a government's investment in a single issuer. In accordance with the City’s investment policy, the City diversifies its investment portfolio to eliminate the risk of loss resulting from over-concentration of assets in aspecific maturity, a specific issuer or a specific class of securities.The maturities selected shall provide for stability of income and reasonable liquidity. Interest Rate Risk.Interest rate risk is the risk that changes in interest rates will adversely affect the fair value of an investment. In accordance with its investment policy, the City will attempt to match its investments with anticipated cash flow requirements.Unless matched to a specific cash flow, the City will not directly invest in securities maturing more than an average expected life of ten years from the date of the purchase. 61 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 1:Summary of Significant Accounting Policies (Continued) Property Taxes The City Council annually adopts a tax levy in December and certifies it to the County for collection in the following year. The County is responsible for collecting all property taxes for the City. These taxes attach an enforceable lien on taxable property within the City on January 1 and are payable by the property owners in two installments. The taxes are collected by the County Auditor and tax settlements are made to the City during January, June, and November each year. Delinquent taxes receivable include the past six years’ uncollected taxes. Delinquent taxes have been offset by a deferred inflow of resources for taxes not received within 60 days after year end in the fund financial statements. Accounts Receivable Accounts receivable include amounts billed for services provided before year end. To the extent considered necessary, the City annually certifies delinquent water,sewer and storm water accounts to the County for collection in the following year. Therefore, there has been no allowance for doubtful accounts established. SpecialAssessments Special assessments represent the financing for public improvements paid for by benefiting property owners.These assessments are recorded as receivables upon certification to the County. Special assessments are recognized as revenue when they are received in cash or within 60 days after year end. All governmental fund special assessments receivable are offset by a deferred inflow of resourcesin the fund financial statements. Interfund Receivables and Payables All outstanding balances between funds are reported as “due to/from other funds” or “advances to/from other funds.”Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as “internal balances.” Land Held for Resale The City acquires properties for redevelopment purposes. These properties are reported at their net realizable value in the financial statements. Any costs incurred that are above a property’s net realizable value are reported as expenditures of the current period. The balance of land held for resale is offset with nonspendableor restricted fund balance to indicate that it is not available for appropriation. Notes Receivable Notes receivable include amounts paid by or loaned by the City that will be paid back by other entities. Inventories Inventories held for resale are stated at the lower of cost or market on the first-in, first-out (FIFO) methodand inventories of supplies are reported at cost. Inventories in governmental funds are recorded as expenditures when consumed rather than when purchased. 62 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 1:Summary of Significant Accounting Policies (Continued) Capital Assets Capital assets, which include property, plant, equipment and infrastructure assets (e.g., roads, bridges, sidewalks, and similar items) are reported in the applicable governmental or business-type activities columns in the government-wide financial statements. Capital assets are defined by the City as assets with anestimateduseful life of more than oneyear and an initialindividual cost of more than the following: CategoryCost Land/Land Improvements$10,000 Other Improvements25,000 Infrastructure100,000 Buildings25,000 Building Improvements25,000 Vehicles5,000 Other Equipment5,000 Intangible Assets10,000 The City reports infrastructure assets on a network and subsystem basis. Accordingly, the amounts spent for the construction or acquisition of infrastructure assets are capitalized and reportedin the government-wide financial statements regardless of their amount. In the case of initial capitalization of general infrastructure assets (i.e., those reported by governmental activities) the City chose to include itemsdating back to June 30, 1980.The City was able to estimate the historical cost for the initial reporting of these assets through back trending(i.e., estimating the current replacement cost of the infrastructure to be capitalized and using an appropriate price-level index to deflate the cost to the acquisition year or estimated acquisition year).As the City constructs or acquires capital assets each period, including infrastructure assets, they are capitalized and reported at historical cost. The reported value excludes normal maintenance and repairs which are essentially amounts spent in relation to capital assets that do not increase the capacity or efficiency of the item or extend its useful lifebeyond the original estimate. In the case of donations, the City values these capital assets at the acquisitionvalue of the item at the date of its donation. Property, plant and equipment will be depreciated using the straight-line method over the following estimated useful lives: Useful Lives Assetsin Years Land Improvements5 to 30 Infrastructure15 to 50 Buildings15 to 40 Vehicles3 to 15 Other Equipment3 to 20 63 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 1:Summary of Significant Accounting Policies (Continued) DeferredOutflows of Resources In addition to assets, the statement of netposition will sometimes report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/ expenditure) until then. The City has twoitems that qualifyfor reporting inthis category. The losson refunding bonds reported in the government-wide statement of net position. A losson refunding results from the difference in the carrying value of refunded debt and its reacquisition price. This amount is deferred and amortized over the shorter of the life of the refunded or refunding debt.The item, deferred pension resources, is reported only in the statements of net position. This item results from actuarial calculations and current year pension contributions made subsequent to the measurement date. Pensions For purposes of measuring the net pension liability, deferred outflows/inflows of resources, and pension expense, information about the fiduciary net position of the Public Employees Retirement Association (PERA) and additions to/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. The General fund is typically used to liquidate the governmental net pension liability. For purposes of measuring the net pension liability (asset) and deferred outflows of resources related to pensions, and pension expense, information about the fiduciary net position of the defined benefit plan administered by the Albertville Firefighter’s Relief Association and additions to and deductions from the plan’s fiduciary net position have been determined on the same basis as they are reported by the plan. Investments are reported at fair value. The total pension expense for the GERP, PEPFP and the AlbertvilleFire Relief Association is as follows: Total GERPPEPFPFRAPension Expense Pension Expense $125,276$39,905$73,800$238,981 Compensated Absences It is the City's policy to permit employees to accumulate earned but unused vacation and sick pay benefits. All vacation and sick pay 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.The General fund is typically used to liquidate the governmental compensated absences liability. 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. The recognition of bond premiums and discounts are amortized over the life of the bonds using the straight line method. Bonds payable are reported net of the applicable bond premium or discount. Bond issuance costs are reported as an expense in the period incurred. In the fund financial statements, governmental fund types recognized bond premiums and discounts, as well as bond issuance costs, during the current period.The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. 64 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 1:Summary of Significant Accounting Policies (Continued) Deferred Inflows of Resources In addition toliabilities, the statement of netposition and fund financial statements will sometimes report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of netposition that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The City has only one type of item, which arises only under a modified accrual basis of accounting that qualifies for reporting in this category. Accordingly, the item, unavailable revenue, is reported only in the governmental funds balance sheet. The governmental funds report unavailable revenues from three sources: property taxes, special assessments and notes/intergovernmental receivable. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. The City has an additional item which qualifies for reporting in this category. The item, deferred pension resources, is reported only in the statements of net position and results from actuarial calculations. Fund Balance In the fund financial statements, fund balance is divided into five classifications based primarily on the extent to which the City is bound to observe constraints imposed upon the use of resources reported in the governmental funds. These classifications are defined as follows: Nonspendable - Amounts that cannot be spent because they are not in spendable form, such as land held for resale. Restricted - Amounts related to externally imposed constraints establishedby creditors, grantors or contributors; or constraints imposed by state statutory provisions. Committed - Amounts constrained for specific purposes that are internally imposed by formal action (resolution) of the City Council, which is the City’s highest levelof decision-making authority. Committed amounts cannot be used for any other purpose unless the City Council modifies or rescinds the commitment by resolution. Assigned - Amounts constrained for specific purposes that are internally imposed.In governmental funds other than the General fund, assigned fund balance represents all remaining amounts that are not classified as nonspendable and are neither restricted nor committed. In the General fund, assigned amounts represent intended uses established by the City Council itself or by an official to which the governing body delegates the authority. The City Council has adopted a fund balance policy which delegates the authority to assign amounts for specific purposes to the Finance Directorand/orCity Administrator. Unassigned - The residual classification for the General fund and also negative residual amounts in other funds. The City considers restricted amounts to be spentfirst when both restricted and unrestricted fund balance is available. Additionally, the City would first use committed, then assigned, and lastly unassigned amounts of unrestricted fund balance when expenditures are made. The City has formally adopted afund balance policy for the General fund. The City’s policy is to maintain a minimum unassigned fund balance of 35percentof next year’s budgeted operating expenditures for cash-flow timing needs. 65 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 1:Summary of Significant Accounting Policies (Continued) Net Position Net position represents the difference between assets anddeferred outflows of resources and liabilities anddeferred inflows of resources.Net position is displayed in three components: a.Net investment in capital assets - Consists of capital assets, net of accumulated depreciation reduced by any outstanding debt attributable to acquire capital assets. b.Restricted net position - Consist of net position restricted when there are limitations imposed on their use through external restrictions imposed by creditors, grantors, laws or regulations of other governments. c.Unrestricted net position - All other net positions that do not meet the definition of “restricted” or “net investment in capital assets”. When both restricted and unrestricted resources are available for use, it is the City’s policy touse restricted resources first, then unrestricted resources as they are needed. Note 2:Stewardship, Compliance and Accountability A.Budgetary Information An annual budgetisadopted on a basis consistent with accounting principles generally accepted in the United States of America for the General fund.All annual appropriations lapse at fiscal year-end. The City does not use encumbrance accounting. In June of each year, all departments of the City submit requests for appropriations to the City Administratorso that a budget may be prepared. Before September 30, the proposed budget is presented to the City Council for review. The City Council holds public hearings and a final budget is prepared and adopted in early December. The appropriated budget is prepared by fund, function and department. The City’s department heads, with the approval of the City Administrator, may make transfers of appropriations within a department.Transfers of appropriations between departments require the approval of the City Council. The legal level of budgetary control is the department level. Budgeted amounts are as originally adopted by the City Council. There wereno budget amendments made in 2019. B.Deficit Fund Equity The following funds had deficit fund balances as of December 31, 2019: Fund Amount Nonmajor TIF #17 Old Castle$419,931 TIF #16 Mold Tech5,155 The deficit fund balances will be eliminated withtransfers from other fundsand future tax increment. 66 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 2:Stewardship, Compliance and Accountability C.Excess of Expenditures over Appropriations For the year ended December 31, 2019expenditures exceed appropriations in the following fund: Excess of Expenditures FinalOver FundBudgetActualAppropriations General$3,129,657$3,456,183$326,526 The excess of expenditures over appropriations was funded by revenues in excess of budget. Note 3:Detailed Notes on All Funds A.Deposits and Investments Deposits Custodial credit risk for deposits and investments is the risk that in the event of a bank failure, the City’s deposits and investments may not be returned or the City will not be able to recover collateral securities in the possession of an outside party.In accordance withMinnesota statutes and as authorized by the City Council, the City maintains deposits at those depository banks, all of which are members of the Federal Reserve System. Minnesota statutes require that all City deposits be protected by insurance, surety bond or collateral. The market value of collateral pledged must equal 110 percent of the deposits not covered by insurance or bonds, withthe exception of irrevocable standby letters of credit issued by Federal Home Loan Banks as this type of collateral only requires collateral pledged equal to 100 percent of the deposits not covered by insurance or bonds. Authorized collateral in lieu of a corporate surety bond includes: United States government Treasury bills, Treasury notes, Treasury bonds; Issues of United States government agencies and instrumentalities as quoted by a recognized industry quotation service available to the government entity; General obligation securities of any state or local government with taxing powers which is rated “A” or better by a national bond rating service, or revenue obligation securities of any state or local government with taxing powers which is rated “AA” or better by a national bond rating service; General obligation securities of a local government with taxing powersmay be pledged as collateral against funds deposited by that same local government entity; Irrevocable standby letters of credit issued by Federal Home Loan Banks to a municipality accompanied by written evidence that the bank’s public debt is rated “AA”or better by Moody’s Investors Service, Inc., or Standard & Poor’s Corporation; and Time deposits that are fully insured by any federal agency. Minnesota statutes require that all collateral shall be placed in safekeepingin a restricted account at a Federal Reserve Bank, or in an account at a trust department of a commercial bank or other financial institution that is not owned or controlled by the financial institution furnishing the collateral. The selection should be approved by the government entity. 67 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 3:Detailed Notes on All Funds (Continued) At year end, the City’s carrying amount of deposits was $2,552,951and the bank balance was $2,598,818. Of the bank balance, $500,000 as covered by federal depository insurance and the remainingwas covered by collateral held by the City’s agent in the City’s name. Investments As of December 31, 2019, the City had the following investments: CreditSegmented Fair Value Measurement Using Quality/Time Types of Investments Ratings (1)Distribution (2)AmountsLevel 1Level 2Level 3 Pooled Investments at Amortized Costs 4M FundN/Aless than 6 months$3,355,406 Broker Money Market FundsN/Aless than 6 months5,133,599 Non-pooled Investments at Fair Value Brokered Certificates of DepositN/ALess than 1 year791,248$-$791,248$- Brokered Certificates of DepositN/A1 to 5 years4,298,931-4,298,931- Brokered Certificates of DepositN/AMore than 5 years246,157-246,157- Mortgage Backed SecuritiesAA+1 to 5 years549,525-549,525- AAA Municipal Bonds1 to 5 years795,819-795,819- AAA Municipal BondsMore than 5 years308,736-308,736- AA+ Municipal BondsLess than 1 year224,881-224,881- AA Municipal BondsLess than 1 year401,838-401,838- AA Municipal Bonds1 to 5 years1,834,655-1,834,655- AA Municipal BondsMore than 5 years193,820-193,820- AA- Municipal BondsLess than 1 year92,462-92,462- A+ Municipal Bonds1 to 5 years160,816-160,816- Total Investments$ 18,387,893$-$9,898,888$- (1) Ratings are provided by various credit rating agencies where applicable to indicate associated credit risk. (2) Interest rate risk is disclosed using the segmented time distribution method. N/A Indicates not applicable or available. Cash and Investments Summary Areconciliation of cash and temporary investments as shown on the financial statements for the City follows: Carrying Amount of Deposits$2,552,951 Investments18,387,893 Cash on Hand849 Total$20,941,692 Cash and Investments Statement of net position Cash and temporary investments$18,897,023 Restricted Cash1,760,693 Statement of Fiduciary net position283,976 Total$20,941,692 68 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 3:Detailed Notes on All Funds (Continued) B.Capital Assets Capital asset activityfor the year ended December 31, 2019 was as follows: BeginningEnding BalanceIncreasesDecreasesBalance Governmental Activities Capital Assets not Being Depreciated Land$3,849,800$133,492$-$3,983,292 Construction in progress194,496126,056(320,552) - Total Capital Assets not Being Depreciated4,044,296259,548(320,552)3,983,292 Capital Assets Being Depreciated Buildings6,543,862 - -6,543,862 Infrastructure29,606,038989,811 -30,595,849 Land improvements2,768,857 - -2,768,857 Machinery and equipment787,758398,512 -1,186,270 Vehicles1,690,4851,704,269(883,561)2,511,193 Total Capital Assets Being Depreciated41,397,0003,092,592(883,561)43,606,031 Less Accumulated Depreciation for Buildings(2,137,331)(160,347) -(2,297,678) Infrastructure(19,061,908)(282,993) -(19,344,901) Land improvements(1,287,350)(125,604) -(1,412,954) Machinery and equipment(329,767)(94,574) -(424,341) Vehicles(1,524,304)(124,794)828,321(820,777) Total Accumulated Depreciation(24,340,660)(788,312)828,321(24,300,651) Total Capital Assets Being Depreciated, Net17,056,3402,304,280(55,240)19,305,380 Governmental Activities Capital Assets, Net$21,100,636$2,563,828$(375,792)$23,288,672 69 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 3:Detailed Notes on All Funds (Continued) BeginningEnding BalanceIncreasesDecreasesBalance Business-type Activities Capital Assets not Being Depreciated Land$351,834$-$-$351,834 Construction in progress548,1326,042,457-6,590,589 Total Capital Assets not Being Depreciated899,9666,042,457-6,942,423 Capital Assets Being Depreciated Buildings4,719,693--4,719,693 Infrastructure11,885,741--11,885,741 Machinery and equipment308,03310,464-318,497 Vehicles472,461--472,461 Total Capital Assets Being Depreciated17,385,92810,464-17,396,392 Less Accumulated Depreciation for Buildings(1,523,523)(117,992)-(1,641,515) Infrastructure(4,611,265)(263,827)-(4,875,092) Machinery and equipment(250,141)(26,460)-(276,601) Vehicles(368,881)(39,579)-(408,460) Total Accumulated Depreciation(6,753,810)(447,858)-(7,201,668) Total Capital Assets Being Depreciated, Net10,632,118(437,394)-10,194,724 Business-type Activities Capital Assets, Net$11,532,084$5,605,063$-$17,137,147 Depreciation expense was chargedto functions/programs of the City as follows: Governmental Activities General government$51,353 Public safety138,081 Public works487,961 Culture and recreation110,917 Total Depreciation Expense - Governmental Activities$788,312 Business-type Activities Sewer$342,561 Water57,089 Storm water48,208 Total Depreciation Expense - Business-type Activities$447,858 70 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 3:Detailed Notes on All Funds (Continued) C.Advances to/from otherFundsand Transfers The composition of interfund balances as of December 31, 2019is as follows: Receivable FundPayable Fund Amount Debt ServiceOther Governmental Funds$426,664 The above fundsadvanced the abovebalancesto eliminate their deficit cash balancesand finance capital projects. Interest is chargedat4 percent interest rate. InterfundTransfers The composition of interfund transfers for the year ending December 31, 2019is as follows: Transfers Out Other Governmental Fund FundsTotal Transfer Out Other Governmental Funds$151,390$151,390 The transfer was made to close out the revolving loan fundinto the Economic Developer Loan Fund. D.Long-term Debt GeneralObligation Bonds The City issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. General obligation bonds have been issued for both governmental activitiesand business-typeactivities. These bonds are reported in the proprietary funds if they are expected to be repaid from proprietary fund revenues. General obligation bonds are direct obligations of the City and pledge the full faith and credit of the City. 71 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 3:Detailed Notes on All Funds (Continued) General Obligation Special Assessment Bondsand Improvement Notes The following bonds were issued to financevarious improvement projects in the Cityand will be repaid with the collection of special assessment levies. Interest IssueMaturityBalance at DescriptionRate AuthorizedIssuedDateDateYear End G.O. Improvement Refunding Bonds, Series 2011C$1,825,000$1,825,0002.00 - 3.35%08/25/1102/01/25860,000$ G.O. Improvement Refunding Bonds, Series 2012A2,310,0002,310,0001.00 - 2.0004/10/1202/01/231,515,000 G.O. Improvement Refunding Bonds, Series 2012B3,215,0003,215,0000.50 - 2.3505/10/1212/01/251,460,000 General Obligation Improvement Note, Series 20124,113,7003,278,5511.27703/23/1208/20/322,409,000 Total G.O. Special Assessment Bonds and Improvement Notes$6,244,000 Annual debt servicerequirements to maturity for general obligation special assessment bonds are as follows: Governmental ActivitiesBusiness-type Activities Year Ending December 31,PrincipalInterestTotalPrincipalInterestTotal 2020$856,000$105,667$961,667$75,000$5,550$80,550 2021864,00089,561953,56175,0004,05079,050 2022876,00072,587948,58780,0002,50082,500 2023813,00055,649868,64985,00085085,850 2024581,00041,047622,047--- 2025 - 20291,347,00082,5781,429,578--- 2030 - 2032592,00015,182607,182--- Total$5,929,000$462,271$6,391,271$315,000$12,950$327,950 72 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 3:Detailed Notes on All Funds (Continued) General Obligation Revenue Bonds The following bonds were issued to financecapital improvements in the enterprise funds. They will be repaid from future net operating revenues and transfers in from the enterprise funds and are backed bythe taxing power of the City. Annual net operating revenues and transfers in, principal and interest payments, and the percentage of revenue required to cover principal and interest payment are as follows: Interest AuthorizedIssueMaturityBalance at DescriptionRate and IssuedDateDateYear End G.O. Utility Revenue Bonds, Series 2011A$520,0001.10 - 3.70%04/21/1102/01/26$265,000 G.O. Sewer Revenue Refunding Bonds, Series 2013A2,515,000.70 - 2.1001/24/1312/01/251,545,000 G.O. Sewer Revenue Series 2019A5,720,0002.00 - 3.0009/24/1902/01/395,720,000 Total G.O. Revenue Bonds$7,530,000 Annual debt service requirements to maturity for general obligation revenue bonds are as follows: Business-type Activities Year Ending December 31,PrincipalInterest Total 2020$585,000$148,941$733,941 2021510,000156,824666,824 2022520,000145,004665,004 2023540,000132,344672,344 2024550,000118,969668,969 2025 - 20291,685,000419,4002,104,400 2030 - 20341,490,000257,4201,747,420 2035 - 20391,650,00093,5961,743,596 Total$7,530,000$1,472,498$9,002,498 73 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 3:Detailed Notes on All Funds (Continued) Changes in Long-term Liabilities Long-term liability activity for the year ended December 31, 2019was as follows: BeginningEndingDue Within BalanceIncreasesDecreasesBalanceOne Year Governmental Activities Bonds Payable G.O. Special Assessment bonds$6,868,000$-$(939,000)$5,929,000$856,000 Unamortized premium43,370-(5,294)38,076- Total Bonds Payable6,911,370-(944,294)5,967,076856,000 Compensated Absences Payable143,83189,192(55,678)177,345133,009 Governmental Activity Long-term Liabilities$7,055,201$89,192$(999,972)$6,144,421$989,009 Business-type Activities Bonds Payable G.O. Revenue bonds$2,090,000$5,720,000$(280,000)$7,530,000$585,000 Unamortized premium118133,661(7,053)126,726- G.O. Special Assessment bonds390,000-(75,000)315,00075,000 Unamortized premium5,229-(1,306)3,923- Total Bonds Payable2,485,3475,853,661(363,359)7,975,649660,000 Compensated Absences Payable77,46952,793(48,104)82,15861,618 Business-type Activity Long-term Liabilities$2,562,816$5,906,454$(411,463)$8,057,807$721,618 In the event an employee of the City would retire or resign,in good standing, a portion of the governmental compensated absences would mature. The portion applicable to that employee would be recorded as a liability and would be liquidated through the General fund. 74 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 3:Detailed Notes on All Funds (Continued) E.Components ofFund Balance At December 31, 2019, portions of the City’s fund balance are not available for appropriation due to not being in spendable form (Nonspendable), legal restrictions (Restricted), City Council action (Committed), policy and/or intent (Assigned). The following is a summary of the components of fund balance: Fund PurposeAmount Nonspendable GeneralLand held for resale$51,000 GeneralPrepaid items89,151 Total Nonspendable 140,151 Restricted Debt ServiceDebt Service3,257,099 Other governmental fundsTax increment financing121,094 Other governmental fundsPark improvements9,098 Total Restricted 3,387,291 Commited Other governmental fundsRevolving loan152,836 Assigned Capital Outlay ReserveFuture capital projects4,853,536 Unassigned General2,477,774 Other governmental funds(425,086) Total Unassigned 2,052,688 Total$10,586,502 Note 4:Defined Benefit Pension Plans - Statewide 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. General Employees Retirement Plan(GERP) All full-time and certain part-time employees of the City are covered by the General Employees Retirement Plan(GERP). GERF members belong tothe Coordinated Plan. Coordinated Plan members are covered by Social Security. Public Employees Police and Fire Plan(PEPFP) The PEPFP, originally established for police officers and firefighters not covered by a local relief association, now covers all police officers and firefightershired since 1980.Effective July 1, 1999, the PEPFP also covers police officers and firefighters belonging to a local relief association that elected to merge with and transfer assets and administration to PERA. 75 City of Albertville,Minnesota Notes to the Financial Statements December 31, 2019 Note 4:Defined Benefit Pension Plans - Statewide (Continued) B.Benefits Provided PERA provides retirement, disability and death benefits. Benefit provisions are established by statestatute 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 theprovisions in effect at the time they last terminated their public service. GERP Benefits GERP 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 Plan 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 percent for each of the first 10 years of service and 1.7 percent of average salary for each additional year. Under Method 2, the accrual rate for Coordinated members is 1.7 percent 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. Increases are related to the funding ratio of the plan. If the General Employees Plan is at least 90 percent funded for two consecutive years, benefitrecipients are given a 2.5 percent increase. If the plan has not exceeded 90 percent funded, or have fallen below 80 percent, benefit recipients are given a one percent increase. A benefit recipient who has been receiving a benefit for at least 12 full months as of June 30 will receive a full increase. Members receiving benefits for at least one month but less than 12 full months as of June 30 will receive a pro rata increase. PEPFP Benefits Benefits for the PEPFP members first hired after June 30, 2010, but before July 1, 2014vest on a prorated basis from 50percent after five years up to 100 percent after ten years of credited service. Benefits for PEPFP members first hired after June 30, 2014vest on a proratedbasis from 50 percent after ten years up to 100 percent after twentyyears of credited service. The annuity accrual rate is 3percent of average salary for each year of service. . A full, unreduced pension is earned when members are age 55 and vested, or for members who were first hired prior to July 1, 1989, when age plus years of service equal at least 90. Annuities, disability benefits and survivor benefits are increased effective every January 1. Beginning January 1, 2019, the postretirement increase will be fixed at 1 percent. 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 increasewill receive the full increase. For recipients receiving the annuity or benefit for atleast 25 months but less than 36 months as of theJune 30 before the effective date of the increase will receive a reduced prorated increase. C.Contributions Minnesota statuteschapter 353 sets the rates for employer and employee contributions.Contribution rates can only be modified by the state Legislature. General Employees FundContributions Coordinated Plan members were required to contribute 6.50percent of their annual covered salaryin fiscal year 2019and the City was required to contribute 7.50 percent for Coordinated Plan members in fiscalyear 2019.The City’s contributions to the General Employees Fundfor the years ending December 31, 2019,2018and 2017were $90,361, $77,347and $72,910,respectively. The City’s contributions were equal to the required contributions for each year as set by statestatute. 76 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 4:Defined Benefit Pension Plans - Statewide (Continued) Police and Fire Fund Contributions Police and Fire member’s contribution rates increased from 10.80 percent of pay to 11.30 percent and employer rates increased from 16.20 percent to 16.95 percent on January 1, 2019.The City’s contributions to the Police and Fire Fund for the years ending December 31, 2019,2018and 2017were $17,055,$15,197and $14,820respectively. The City’s contributions were equal to the required contributions for each year as set by statestatute. D.PensionCosts General Employees FundPension Costs At December 31, 2019, the City reported a liability of $890,133 for its proportionate share of theGeneral Employees Fund’s net pension liability. The City’s net pension liability reflected a reduction due to the State of Minnesota’s contribution of $16 million to the fund in 2016. 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 $27,665 . The net pension liability was measured as of June 30, 2019, 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 netpension liability was based on the City’s contributions received by PERA during the measurement period for employer payroll paid dates from July 1, 2018through June 30, 2019relative to the total employer contributions received from all of PERA’s participating employers. At June 30, 2019, the City’s proportionate share was 0.0161 percent which was an increaseof 0.0014 percentdecrease from its proportion measured as of June 30, 2018. City's Proportianate Share of the Net Pension Liability$890,133 State of Minnesota's Proportionate Share of the Net Pension Liability Associated with the City27,665 Total$917,798 For the year ended December 31, 2019, the City recognizedapension expense of $123,204for its proportionate share of the General Employees Fund’s pension expense. In addition, the City recognized an additional$2,072as pension expense (and grant revenue) for its proportionate share of the State of Minnesota’s contribution of $16 million to the General Employees Fund. At December 31, 2019, the City reported its proportionate share of General Employees Fund’s deferred outflows of resources and deferred inflows of resources, and its contributions subsequent to the measurement date, from the following sources: DeferredDeferred OutflowsInflows of Resourcesof Resources Differences Between Expected and Actual Experience$24,996$10,042 Changes in Actuarial Assumptions3,53670,960 Net Difference Between Projected and Actual Earnings on Plan Investments-78,264 Changes in Proportion65,33718,980 Contributions to PERA Subsequent to the Measurement Date45,320- Total$139,189$178,246 77 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 4:Defined Benefit Pension Plans - Statewide (Continued) The$45,320reported as deferred outflows of resourcesrelated to pensions resulting from the City’s contributions to GERF subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2020.Other amounts reported as deferred outflows and inflows of resources related to GERF pensions will be recognized in pension expense as follows: 2020 $(37,711) 2021 (55,597) 2022 7,497 2023 1,434 Police and Fire FundPension Costs At December 31, 2019, the City reported a liability of $95,814for its proportionate share of thePolice and Fire Fund’snet pension liability.The net pension liability was measured as of June 30, 2019, 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, 2018through June 30, 2019relative to the total employer contributions received from all of PERA’s participating employers.At June 30, 2019, the City’s proportionate share was 0.0090percent which was an increaseof 0.0002from its proportionate share measuredas of June 30, 2018. For the year ended December 31, 2019, the City recognized pension expense of $38,690for its proportionate shareof the Police and Fire Plan’s pension expense. The City also recognized of $1,215for the year ended December 31, 2019, 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. Legislation passed in 2013 required the State of Minnesota to begin contributing $9 million to the Police and Fire Fund each year until the plan is 90 percent funded or until the State Patrol Plan (administered by the Minnesota State Retirement System) is 90 percent funded, whichever occurs later. In addition, the state will pay $4.5 million on October 1, 2018 and October 1, 2019 in direct state aid. Thereafter, by October 1 of each year, the state will pay$9 million until full funding is reached or July 1, 2048, whichever is earlier. At December 31, 2019, the City reported its proportionate share of Police and Fire Plan’s deferred outflows of resources anddeferred inflows of resources, and its contributions subsequent to the measurement date, from the following sources: DeferredDeferred OutflowsInflows of Resourcesof Resources Differences Between Expected and Actual Experience$4,071$14,717 Changes in Actuarial Assumptions79,467107,722 Net Difference Between Projected and Actual Earnings on Plan Investments-19,737 Changes in Proportion22,9512,448 Contributions to PERA Subsequent to the Measurement Date8,875- Total$115,364$144,624 78 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 4:Defined Benefit Pension Plans - Statewide (Continued) The$8,875reported as deferred outflows of resources related to pensions resulting from the City’s contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2020. Other amounts reported as deferred outflows and inflows of resources related topensions will be recognized in pension expense as follows: 2020 $13,563 2021 (13,682) 2022 (38,121) 2023 (381) 2024 486 E.Actuarial Assumptions The total pension liability in the June 30, 2019 actuarial valuation was determined usingan individual entry-age normal actuarial cost method and the following actuarial assumptions: Inflation2.50% Active Member Payroll Growth3.25% per year Investment Rate of Return7.50% Salary increases were basedon a service-related table. Mortality rates for active members, retirees, survivors and disabilitants were based on RP-2014 tables for males or females, as appropriate, with slight adjustments to fit PERA’s experience. Cost of living benefit increases after retirement for retirees are assumed to be 1.25 percent per year for General Employees Planand 1.0 percent per year forPolice and Fire Plan. Actuarial assumptions used in the June 30, 2019valuation were based on the results of actuarial experience studies. The most recent four-year experience study in the General Employee Plan was completed in 2019. The most recent four-year experience study for Police and Fire Planwas completed in 2016. Economic assumptions were updated in 2018 based on a review of inflation and investment return assumptions. The following changes in actuarial assumptions and plan provisions occurred in 2019: General Employees Fund Changes in Actuarial Assumptions The mortality projection scale was changed from MP-2017 to MP-2018. Changes in 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. Police and Fire Fund Changes in Actuarial Assumptions The mortality projection scale was changed from MP-2017 to MP-2018. Changes in Plan Provisions There have been no changes since the prior valuation. 79 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 4:Defined Benefit Pension Plans - Statewide (Continued) The State Board of Investment, which manages the investments of PERA, prepares an analysis of the reasonablenesson a regular basisof 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 targetasset allocation percentages. The target allocation and best estimates of geometricreal rates of return for each majorasset class are summarized in the following table: Long-term TargetExpected Real AllocationRate of Return Asset Class Domestic Equity35.50 %5.10 % International Equity17.505.30 Fixed Income 20.000.75 Private Markets25.005.90 Cash2.00- Total100.00 % F.Discount Rate The discount rate used to measure the total pension liability in 2019was 7.50 percent. 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 General Employees Fundand the Police and Fire Fundwere 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 Thefollowing presents the City’s proportionate share of the net pension liability for all plans it participates in, 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 1 percentage point lower or 1 percentage point higher than the current discount rate: City's Proportionate Share of NPL 1 Percent1 Percent Decrease (6.50%)Current (7.50%)Increase (8.50%) General Employees Fund$1,463,331$890,133$416,844 City's Proportionate Share of NPL 1 Percent1 Percent Decrease (6.50%)Current (7.50%)Increase (8.50%) Police and Fire Fund$209,432$95,814$2 H.PensionPlan 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 obtainedon the Internet at www.mnpera.org. 80 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 5:Defined Benefit Pension Plans - Fire Relief Association A.Plan Description All members of theAlbertville Fire Department (the Department) are covered by a defined benefit plan administered by the Albertville Fireman’s Relief Association (the Association). As of December 31, 2018, the plan covered 24active firefighters and 7 vested terminated fire fighters whose pension benefits are deferred. The plan is a single employer retirement plan and is established and administered in accordance with Minnesota statute, chapter 69. The Association maintains a separate Special fund to accumulate assets to fundthe retirement benefits earned by the Department’s membership.Funding for the Association is derived from an insurance premium tax in accordance withthe Volunteer Firefighter’s Relief Association Financing Guidelines Act of 1971 (chapter 261 as amended by chapter509 of Minnesota statutes 1980). Funds are also derived from investment income. B.Benefits Provided A fire fighter who completes at least 20 years as an active member of the Department is entitled, after age 50, to a full service pension uponretirement. The bylaws of the Association also provide for an early vested service pension for a retiring member who has completed fewer than 20 years of service. The reduced pension, available to members with 10 years of service, shall be equal to 60percent of the pension as prescribed by the bylaws. This percentage increases 4 percent per year so that at 20 years of service, the full amount prescribed is paid. Members who retire with less than 20 years of service and have reached the age of 50 years and have completed at least 10 years of active membership are entitled to a reduced service pension not to exceed the amount calculated by multiplying the member's service pension for the completed years of service times the applicable non-forfeitable percentage of pension. C.Contributions Minnesota statutes, chapters 424 and 424A authorize pension benefits for volunteer fire relief associations. The plan is funded by fire state aid, investment earnings and, if necessary, employer contributions as specified in Minnesota statutes and voluntary City contributions (if applicable).The State of Minnesota contributed $93,326in fire state aid to the plan on behalf of the AlbertvilleFire Department for the year ended December 31, 2018, which was recorded as a revenue. Required employer contributions are calculated annually based on statutory provisions.The City made no voluntary contributions to the plan. The firefighter has no obligation to contribute to the plan. 81 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 5:Defined Benefit Pension Plans - Fire Relief Association (Continued) D.Pension Costs At December 31, 2019, the City reported a net pension liability (asset) of ($199,859)for the plan.The net pension asset was measured as of December 31, 2018. The total pension assetused to calculate the net pension asset in accordance with GASB 68 was determined by Hildi, Inc. applying an actuarial formula to specific census data certified by the Department as of December 31, 2018. The following table presents the changes in net pension liability (asset) during the year. TotalPlanNet PensionFiduciaryPension LiabilityNet PositionLiability (Asset) (a)(b)(a-b) Beginning Balance January 1, 2018$591,584$853,232$(261,648) Changes for the Year Service cost32,747-32,747 Interest cost31,217-31,217 Assumption changes(9,656)-(9,656) Plan changes37,505-37,505 Projected investment earnings-44,300(44,300) Contributions (State)-67,699(67,699) Asset (gain)/loss(5,308)(85,101)79,793 Administrative costs-(2,182)2,182 Total Net Changes86,50524,71661,789 Ending Balance December 31, 2018$678,089$877,948$(199,859) For the year ended December 31, 2019, the City recognized apension expense of $73,800. At December 31, 2019, the City reported deferred inflows of resources and deferred outflows of resources, its contributions subsequent to the measurement date, related to pension from the following sources: DeferredDeferred OutflowsInflows of Resourcesof Resources Differences Between Expected and Actual Experience$-$33,241 Changes in Actuarial Assumptions-23,536 Contributions to Plan Subsequent to the Measurement Date149,107- Total$149,107$56,777 82 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 5:Defined Benefit Pension Plans - Fire Relief Association (Continued) Deferred outflows of resources totaling $149,107related to pensions resulting from the City’s contributions to the plan subsequent to the measurement date willbe recognized as a reduction of the net pension assetin the year ended December 31,2020.Other amounts reported as deferred outflows of resources related to the plan will be recognized in pension expense as follows: 2020 $13,189 2021 2,554 2022 (607) 2023 9,141 2024 (7,876) Thereafter(73,178) E. Actuarial Assumptions The total pensionassetat December 31, 2018was determined using the entry age normal actuarial cost method and the following actuarial assumptions: Retirement Eligibility at 100 Percent of Age 50 Salary Increases2.50% per year Cost of Living IncreasesN/A Investment Rate of Return5.50% 20 Year Municipal Bond Yield3.50% There were no changes in actuarial assumptions in 2018. The long-term expected rate of return on pension plan investments was determined using a building-block method in which best estimates for expected future real rates of return (expected returns, net of inflation) were developed for each asset class using the plan’s target investment allocation along with long-term return expectations by asset class. Inflation expectations were applied to derive the nominal rate of return for theportfolio. The target allocation and best estimates of geometricreal rates of return foreach major asset class are summarized in the following table: Long-term TargetExpected Real AllocationRate of Return Asset Class Equities54.00 %7.30 % Fixed Income37.003.80 Other1.006.00 Cash8.002.25 Total100.00 % F. Discount Rate The discount rate used to measure thetotal pension liability was 5.00 percent. The projection of cash flows used to determine the discount rate assumed that contributions to the plan will be made as specifiedinstatute. Based on that assumption and considering the funding ratio of the plan, the fiduciary net position was projected to be available to make all projected future benefit payments of current active and inactive 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. 83 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 5:Defined Benefit Pension Plans - Fire Relief Association (Continued) G. PensionLiability Sensitivity The following presents the City’s net pension liability (asset) for the plan, calculated using the discount rate disclosed in the preceding paragraph, as well as what the City’s net pension liability (asset) would be if it were calculated using a discount rate 1 percent lower or 1 percent higher than the current discount rate: 1 Percent1 Percent Decrease (4.50%)Current (5.50%)Increase (6.50%) Defined Benefit Plan$(179,066)$(199,859)$(219,744) H. Pension Plan Fiduciary Net Position The Association issues a publicly available financial report. The report may be obtained by writing to the Albertville Firemen’s Relief Association, 5959 Main Avenue NE Albertville, Minnesota, 55301. Note 6: Joint Ventures Joint Powers Water Board of Albertville, Hanover and St. Michael The Joint Powers Water Board of Albertville, Hanover and St. Michael (the "JPWB") was established under a joint powers agreement among the Cities of Albertville, Hanover and St. Michael to providewater service to the local area. The JPWB operates as an enterprise and provides water service to the general public, with the majority of its costs being paid by various fees and charges to users of the water system. The governing body consistsof a six-memberBoard of Commissioners (the "Board"). Two individuals, the Mayor and another City Council Member from each City, are appointed by their respective City Council to serve on the Board. The JPWB does not have any component units. The JPWB' sagreementstates that charges billed and collected for water supply remain with the JPWB, while the charges for distribution are billed by the JPWB but the collections are owned by each member City and will be remitted to them upon collection.The financial statements from 2018, the most recent available, is summarized below. th Street NE, Separate financial statements can be obtained by writing to the Joint Powers Water Board, 11100 50 Albertville, Minnesota 55301. Joint Powers Water Board Statement of Net Position December 31, 2018 Assets and Deferred Outflow of Resources$25,450,844 Liabilities$1,832,457 Net Position23,618,387 Total Liabilities and Net Position$25,450,844 84 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 6:Joint Ventures (Continued) Joint Powers Water Board Summary Statement of Activities For the Year Ended December 31, 2018 Operating Revenues$2,388,081 Operating Expenses1,913,931 Operating Income474,150 Net Nonoperating Revenues557,815 Change in Net Position1,031,965 Net Position, January 122,586,422 Net Position, December 31$23,618,387 St. Michael - Albertville Ice Arena In 1996-97, the City entered into a Joint Powers Agreement with the City of St. Michael and the Independent School District No. 885. The agreement was for the construction and maintenance of a qualified ice arena. During 2006, the City was notified as being selected as Mighty Ducks Grant recipient to help fund the cost of the ice arena. The arena was constructed with the grant reward and contributions and donations from the City of Albertville, the City of St. Michael and the Independent School District No.885.In 2019, a new ice sheetwas opened byIndependent School District No. 885 leading to an amended Joint Powers Agreement with the City of St. Michael and the Independent School District No. 885. The City has an ongoing one-sixthequity financial interest of $224,137as of December 31, 2019. Separate financial statements can be obtained by contacting Tina Lannes, Finance Directorat Albertville City Hall. St. Michael - Albertville Ice Arena Statement of Net Position December 31, 2019 Assets$1,622,606 Liabilities$27,787 Net Position1,594,819 Total Liabilities and Net Position$1,622,606 85 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 6:Joint Ventures (Continued) St. Michael - Albertville Ice Arena Summary Statement of Activities December 31, 2019 Program Revenues$943,369 Expenses(1,099,365) Interest Revenue5,255 Change in Net Position(150,741) Net Position, January 11,745,560 Net Position, December 31$1,594,819 Note 7:Other Information 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 for which the City carries insurance. The City obtains insurance through participation in the League of Minnesota Cities Insurance Trust (LMCIT), which is a risk sharing pool with approximately800 other governmental units. The City pays an annual premium to LMCIT for its workers compensation and property and casualty insurance. The LMCIT is self-sustaining through member premiums and will reinsure for claims above a prescribed dollar amount for each insurance event. Settled claims have not exceeded the City’s coverage in any of the past three fiscal years. Liabilities are reported when it is probable that a loss has occurred and the amount of the loss can be reasonably estimated. An excess coverage insurance policy covers individual claims in excess of $1,000,000.Liabilities, if any, include an amount for claims that have been incurred but not reported (IBNRs). The City’s management is not aware of any incurred but not reported claims. B.Legal Debt Margin In accordance with Minnesota statutes, the City may not incur or be subject to net debt in excess of threepercent of the market value of taxable property within the City. Net debt is payable solely from ad valorem taxes and, therefore, excludes debt financed partially or entirely by special assessments, enterprise fundrevenues or tax increments. The City’s applicable debt does not exceedthe limit. 86 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2019 Note 7:Other Information (Continued) C.Conduit Debt Obligations Conduit debt obligations are certain limited-obligation revenue bonds or similar debt instruments issued for the express purpose of providing capital financing for a specific third party. The City has issued revenue bonds to provide financial assistance to private-sector entities for projectsdeemed to be in the public interest. Although these bonds bear the name of the City, the City, the State, nor any politicalsubdivision thereof is obligated in any manner for repayment of the bonds. Accordingly, the bonds are not reported as liabilities in the accompanying financial statements. AuthorizedBalance at Description and IssuedYear End Multifamily Housing Revenue Refunding Bonds, Series 2007$3,540,000$2,940,000 Multifamily Housing Revenue Bonds, Series 2010A4,750,0004,200,000 Multifamily Housing Revenue Bonds, Series 2010B3,300,0003,015,624 Total Conduit Debt$16,755,000$10,155,624 D.Tax Increment Financing Districts The City’s tax increment districts are subject to review by the State of Minnesota Officeof the State Auditor (OSA). Any disallowed claims or misuse of tax increments could become a liability of the applicable fund. Management has indicated that they are not aware of any instances of noncompliance which would have a materialeffect on the financial statements. E.CommitmentCost Sharing Agreement The City has entered into a cost sharing agreement for the construction and maintenance of a library with the City of St. Michael, Minnesota. The library net cost is split based on the pro rata average of population and market value. Note 8: Subsequent Event In December 2019, a novel strain of coronavirus (COVID-19) surfaced. The spread of COVID-19 around the world in the first quarter of 2020 has caused significant volatility in U.S. and international markets. There is significant uncertainty around the its impact on the U.S. and international economies and, as such, there have been significant losses in the stock market in first quarter 2020. Plan assets may have seen unrealized market losses as of May 11, 2020. However, City management is unable to determine the long-termmaterial impact to its asset values. 87 88 REQUIRED SUPPLEMENTARY INFORMATION CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 89 City of Albertville, Minnesota Required Supplementary Information For the Year Ended December 31, 2019 Schedule ofEmployer’s Share of PERA Net Pension Liability - General Employees Fund City's Proportionate State's Share of the Proportionate City'sNet Pension Share of Liability as aPlan Fiduciary Proportionatethe Net Pension City'sProportion City'sPercentage ofNet Position Share ofLiability oftheCoveredas a Percentage Fiscalthe Net PensionAssociated withCovered Net Pensionof the Total Payroll YearLiabilitythe CityTotalPayroll Pension Liability Liability(a/c) Ending(a)(b)(a+b)(c) 06/30/190.01610 %$890,133$27,665$917,798$1,133,60681.0 %80.2 % 06/30/180.01470815,59626,781842,377986,84585.479.5 06/30/170.01510963,97612,125976,1011,010,55996.675.9 06/30/160.015501,258,52316,464 1,274,987921,545138.468.9 06/30/150.01500777,378 -777,378882,71688.178.2 Note: Schedule is intended to show 10-year trend. Additional years will be reported as they become available. Schedule of Employer’s PERA Contributions - General Employees Fund Contributions in Relation to the Contributions as StatutorilyStatutorilyContributionCity's a Percentage of RequiredRequiredDeficiencyCovered Covered Payroll YearContributionContribution(Excess)Payroll (b/c) Ending(a)(b)(a-b)(c) 12/31/19$90,361$90,361$-$1,204,8097.5% 12/31/1877,34777,347 -1,031,2937.5 12/31/1772,91072,910 -972,1297.5 12/31/1672,24472,244 -963,2557.5 12/31/1566,92966,929 -892,3867.5 Note: Schedule is intended to show 10-year trend. Additional years will be reported as they become available. 90 City of Albertville, Minnesota Required Supplementary Information(Continued) For the Year Ended December 31, 2019 Notes to the Required Supplementary Information - General Employee Fund Changes in Actuarial Assumptions 2019 - The mortality projection scale was changed from MP-2017 to MP-2018. 2018 - The morality projection scale was changed from MP-2015 to MP-2017. The assumed benefit increase was changed from 1.00 percent per year through 2044 and 2.50 percent per year thereafter to 1.25 percent per year. 2017 - The Combined Service Annuity (CSA) loads were changed from 0.8 percent for active members and 60 percent for vested and non-vested deferred members. The revised CSA loads are now 0.0 percent for active member liability, 15.0 percent for vested deferred member liability and 3.0 percent for non-vested deferred member liability. The assumed post-retirement benefit increase rate was changed from 1.0 percent per year for all years to 1.0 percent per year through 2044 and 2.5 percent per year thereafter. 2016 - The assumed post-retirement benefit increase rate was changed from 1.0 percent per year through 2035 and 2.5 percent per year thereafter to 1.0 percent per year for all future years. The assumed investment return was changed from 7.9 percent to 7.5 percent. The single discount rate was changed from 7.9 percent to 7.5 percent. Other assumptions were changed pursuant to the experience study dated June 30, 2015. The assumedfuture salary increases, payroll growth and inflation were decreased by 0.25 percent to 3.25percent for payroll growth and 2.50 percent for inflation. 2015 - The assumed post-retirement benefit increase rate was changed from 1.0 percent per year through2030 and 2.5 percent per year thereafter to 1.0 percent per year through 2035 and 2.5 percent per year thereafter. Changes inPlan Provisions 2019 - The employer supplemental contribution was changed prospectively, decreasing from $31.0 million to $21.0million per year. The state’s special funding contribution was changed prospectively, requiring $16.0 million due per year through 2031. 2018 - The augmentation adjustment in early retirement factors is eliminated over a five-year period starting July 1, 2019, resulting in actuarial equivalence after June 30, 2024. Interest credited on member contributions decreased from 4.00 percent to 3.00 percent, beginning July 1, 2018. Deferred augmentation was changed to 0.00 percent, effective January 1, 2019. Augmentation that has already accrued for deferred members will still apply. Contribution stabilizer provisions were repealed. Postretirement benefit increases were changed from 1.00 percent per year with a provision to increase to 2.50 percent upon attainment of 90.00 percent funding ratio to 50.00 percent of the Social Security Cost of Living Adjustment, not less than 1.00 percent and not more than 1.50 percent, beginning January 1, 2019. For retirements on or after January 1, 2024, the first benefit increase is delayed until the retiree reaches normal retirement age; does not apply to Rule of 90 retirees, disability benefit recipients, or survivors. Actuarial equivalent factors were updated to reflect revised mortality and interest assumptions. 2017 - The State’s contribution for the Minneapolis Employees Retirement Fund equals $16,000,000 in 2017 and 2018, and $6,000,000 thereafter. The Employer Supplemental Contribution for the Minneapolis Employees Retirement Fund changed from $21,000,000 to $31,000,000 in calendar years 2019 to 2031. The state’s contribution changed from $16,000,000 to $6,000,000 in calendar years 2019 to 2031. 2015 - On January 1, 2015, the Minneapolis Employees Retirement Fund was merged into the General Employees Fund, which increased the total pension liability by $1.1 billion and increased the fiduciaryplan net position by $892 million. Upon consolidation, state and employer contributions were revised. 91 City of Albertville, Minnesota Required Supplementary Information (Continued) For the Year Ended December 31, 2019 Schedule of Employer’s Share of PERANet Pension Liability - Police and Fire Fund City's Proportionate State's Share of the Proportionate City'sNet Pension Share of Liability as aPlan Fiduciary Proportionatethe Net Pension City'sProportionCity'sPercentage ofNet Position Share ofLiability oftheCoveredas a Percentage Fiscalthe Net PensionAssociated withCovered Net PensionPayrollof the Total YearLiabilitythe CityTotalPayroll Liability(a/c)Pension Liability Ending(a)(b)(a+b)(c) 06/30/190.00900 %$95,814$-$95,814$95,184100.7 %89.3 % 06/30/180.0088093,799 -121,51196,188126.388.8 06/30/170.00900121,511 -121,51189,111136.485.4 06/30/160.00900361,186 -361,18684,960425.163.9 06/30/150.00900102,261 -102,26161,377166.686.6 Note: Schedule is intended to show 10-year trend. Additional years will be reported as they become available. Schedule of Employer’s PERA Contributions - Police and Fire Fund Contributions in Relation to the Contributions as StatutorilyStatutorilyContributionCity's a Percentage of RequiredRequiredDeficiencyCovered Covered Payroll YearContributionContribution(Excess)Payroll (b/c) Ending(a)(b)(a-b)(c) 12/31/19$17,055$17,055$-$100,617 %16.95 12/31/1815,19715,197- 93,80916.20 12/31/1714,82014,820- 91,48216.20 12/31/1614,11114,111- 87,10616.20 12/31/159,9439,943- 61,37816.20 Note: Schedule is intended to show 10-year trend. Additional years will be reported as they become available. Notes to the Required Supplementary Information - Police and Fire Fund Changes in Actuarial Assumptions 2019 - The mortality projection scale was changed from MP-2017 to MP-2018. 2018 - The morality projection scale was changed from MP-2016 to MP-2017. As set by statute, the assumed post- retirement benefit increase was changed from 1.0 percent per year through 2064 and 2.5 percent per year, thereafter, to 1.0 percent for all years, with no trigger. 92 City of Albertville, Minnesota Required Supplementary Information (Continued) For the Year Ended December 31, 2019 Notes to the Required Supplementary Information - Police and Fire Fund(Continued) 2017 - Assumed salary increases were changed as recommended in the June 30, 2016 experience study. The net effect is proposed rates that average 0.34 percent lower than the previous rates. Assumed rates of retirement were changed, resulting in fewer retirements. The Combined Service Annuity (CSA) load was 30 percent for vested and non-vested deferred members. The CSA has been changed to 33 percent for vested members and 2 percent 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 percent 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 percent to 60 percent. 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 percent for all years to 1.00 percent per year through 2064 and 2.50 percent thereafter. The single discount rate was changed from 5.6 percent to 7.5 percent. 2016 - The assumed post-retirement benefit increase rate was changed from 1.0 percent per year through 2037 and 2.5 percent per year thereafter to 1.0 percent per year for all future years. The assumed investment return was changed from 7.9 percent to 7.5 percent. The single discount rate was changed from 7.9 percent to 5.6 percent. The assumed future salary increases, payroll growth and inflation were decreased by 0.25 percent to 3.25 percent for payroll growth and 2.50 percent for inflation. 2015 - The assumed post-retirement benefit increase rate was changed from 1.0 percent per year through 2030 and 2.5 percent per year thereafter to 1.0 percent per year through 2037 and 2.5 percent per yearthereafter. Changes in Plan Provisions 2018 - As set by statute, the assumed post-retirement benefit increase was changed from 1.0 percent per year through 2064 and 2.5 percent per year, thereafter, to 1.0 percent for all years, with no trigger. An enddate of July 1, 2048 was added to the existing $9.0 million state contribution. New annual state aid will equal $4.5 million in fiscal years 2019 and 2020, and $9.0 million thereafter until the plan reaches 100 percent funding, or July 1, 2048, if earlier.Member contributions were changed from 10.80 percent to 11.30 percent of pay, effective January 1, 2019 and 11.80 percent of pay, effective January 1, 2020. Employer contributions were changed from 16.20 percent to 16.95 percent of pay, effective January 1, 2019 and 17.70 percent of pay, effective January 1, 2020. Interest credited on member contributions decreased from 4.00 percent to 3.00 percent, beginning July 1, 2018.Deferred augmentation was changed to 0.00 percent, effective January 1, 2019. Augmentation that has already accrued for deferred members will still apply. Actuarial equivalent factors were updated to reflect revised mortality and interest assumptions. 2017- Assumed salary increases were changed as recommended in the June 30, 2016 experience study. The net effect is proposed rates that average 0.34 percent lower than the previous rates. Assumed rates of retirement were changed, resulting in fewer retirements. The combined service annuity (CSA) load was 30.00 percent for vested and non-vested, deferred members. The CSA has been changed to 33.00 percent for vested members and2.00 percent 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 rateswere decreased to 3.00 percent 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 65.00 percent to 60.00 percent. 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 postretirement benefit increase rate was changed from 1.00 percent for all years to 1.00 percent per year through 2064 and 2.50 percent thereafter. The single discount rate was changed from 5.60 percent per annum to 7.50 percent per annum. 2015 - The post-retirement benefit increase to be paid after attainment of the 90 percent funding threshold was changed, from inflation up to 2.5 percent, toa fixed rate of 2.5 percent. 93 City of Albertville, Minnesota Required Supplementary Information (Continued) For the Year Ended December 31,2019 Schedule of Changes in the Fire Relief Association’sNet Pension Liability (Asset) and Related Ratios 20192018201720162015 Total Pension Liability Service cost$32,747$29,490$15,570$16,177$14,820 Interest on pension liability (asset)31,21727,06530,95632,27335,420 Changes of benefit terms37,50540,146104,288 - - Differences between expected and actual experience- - - - - Gain or loss(5,308)- (40,750)- - Changes of assumptions(9,656)- (21,365)- - Benefit payments(33,851)(41,296)(127,238)- 86,50562,85047,403(78,788)50,240 Net Change in Total Pension Liability Total Pension Liability - January 1591,584528,734481,331560,119509,879 Total Pension Liability - December 31 (a)$678,089$591,584$528,734$481,331$560,119 Plan Fiduciary Net Position Employer contributions$-$-$-$-$11,877 Nonemployer contributions67,69965,73269,45465,94037,411 Projected investment return44,30037,62545,24646,82645,479 Gain (loss)(85,101)48,772(15,836)(53,155)(16,151) Benefit payments- (33,851)(41,296)(127,238)- Administrative expenses(2,182)(3,204)(2,835) -(5,205) 24,716115,07454,733(67,627)73,411 Net Change in Plan Fiduciary Net Position Plan Fiduciary Net Position - January 1853,232738,158683,425751,052677,641 $877,948$853,232$738,158$683,425$751,052 Plan Fiduciary Net Position - December 31 (b) Fire Relief's Net Pension Liability (Asset) - December 31 (a-b)$(199,859)$(261,648)$(209,424)$(202,094)$(190,933) Plan Fiduciary Net Position as a Percentage 129.47%144.23%139.61%141.99%134.09% of the Total Pension Liability (b/a) N/AN/AN/AN/AN/A Covered-employee Payroll Fire Relief's Net Pension Liability (Asset) as a Percentage of Covered-employee PayrollN/AN/AN/AN/AN/A Notes to the Schedule: Benefit Changes. In 2015, the benefit terms were modified to base public safety employee pensions on a final three-year average salary instead of a final five-year average salary. Changes of Assumptions. In 2015, amounts reported as changes of assumptions resulted primarily from adjustments to expected retirement ages of general employees. In 2015, amounts reported as changes of assumptions resulted primarily from adjustments to expected retirement ages of public safety employees. In 2015, amounts reported as changes of assumptions resulted primarily from adjustments to assumed life expectancies as a result of adopting the RP-2000 Healthy Annuitant Mortality Table for purposes of developing mortality rates. Note: Schedule is intended to show 10-year trend. Additional years will be reported as they become available. 94 City of Albertville, Minnesota Required Supplementary Information (Continued) For the Year Ended December 31, 2019 Schedule of Employer’s Fire Relief Association Contributions ActuarialActualContribution DeterminedContributionsDeficiency YearContributionPaid(Excess) Ending(a)(b)(a-b) 12/31/19$67,699$67,699$- 12/31/1865,73265,732- 12/31/1764,73364,733- 12/31/1663,31563,315- 12/31/1561,48261,482- 12/31/1449,28849,288 Note: Schedule is intended to show 10-year trend. Additional years will be reported as they become available. 95 96 COMBININGANDINDIVIDUAL FUND FINANCIAL STATEMENTSAND SCHEDULES CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 97 98 NONMAJOR GOVERNMENTAL FUNDS CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 99 City of Albertville, Minnesota Nonmajor Governmental Funds Combining Balance Sheet December 31, 2019 Special Revenue 203104 EconomicTotal RevolvingDeveloperCapitalNonmajor LoanLoan FundProjectsFunds Assets Cash and temporary investments$-$152,836$131,770$284,606 Liabilities Advances from other funds$-$-$426,664$426,664 Fund Balances Restricted--130,192130,192 Committed-152,836-152,836 Unassigned--(425,086)(425,086) Total Fund Balances-152,836(294,894)(142,058) Total Liabilities and Fund Balances$-$152,836$131,770$284,606 100 City of Albertville, Minnesota Nonmajor Governmental Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the Year Ended December 31, 2019 Special Revenue 203104 EconomicTotal RevolvingDeveloperCapitalNonmajor LoanLoan FundProjectsFunds Revenues Tax increments$-$-$232,684$232,684 Interest on investments-1,4463,9745,420 Total Revenues-1,446236,658238,104 Expenditures Current General government37,847--37,847 Economic development--171,513171,513 Capital outlay Culture and recreation-45,77145,771 Debt Service Interest--41,46141,461 Total Expenditures37,847-258,745296,592 Excess (Deficiency) of Revenues Over (Under) Expenditures(37,847)1,446(22,087)(58,488) Other Financing Sources (Uses) Transfers in-151,390-151,390 Transfers out(151,390)--(151,390) Total Other Financing Sources (Uses)(151,390)151,390-- Net Change in Fund Balances(189,237)152,836(22,087)(58,488) Fund Balances, January 1189,237-(272,807)(83,570) Fund Balances, December 31$-$152,836$(294,894)$(142,058) 101 102 NONMAJOR CAPITAL PROJECTSFUNDS Capital projects funds are used to account for the acquisition and construction of major capital facilities other than those financed by enterprise funds. Park - This fund accounts for the accumulationof resources and payments made for the construction of park improvements. Park dedication fees, contributions and donations as well as interest are the main financing sources. TIF #7 Senior Housing -This fund was created to facilitate the construction of the Senior Housing project within the City. This fund accountsfor the financial activity related to that project. TIF #14 Fraser Steel -This fund was created to facilitate the Fraser Steel project within the City. This fund accounts for the financial activity related to that project. TIF #15 Guardian Angels -This fund was created to facilitate the Fraser Steel project within the City. This fund accounts for the financial activity related to that project. TIF #16 Mold Tech -This fund was created to facilitate the Mold Techproject within the City. This fund accounts for the financial activity related to that project. TIF #17 Old Castle fund - This fund accounts for the accumulation of resources and payments made for the OldCastle project. 103 City of Albertville, Minnesota Nonmajor Capital Projects Funds Combining Balance Sheet December 31, 2019 201407414 TIF #7TIF #14 ParkSeniorFraser FundHousingSteel Assets Cash and temporary investments$9,098$48,16926,738 Liabilities Advances from other funds$-$-$- Fund Balances Restricted9,09848,16926,738 Unassigned--- Total Fund Balances9,09848,16926,738 Total Liabilities and Fund Balances$9,098$48,169$26,738 104 415416417 TIF #15TIF #16TIF #17 GuardianMoldOld AngelsTechCastleTotal $46,187$666$912$131,770 $-$5,821420,843$426,664 46,187--130,192 -(5,155)(419,931)(425,086) 46,187(5,155)(419,931)(294,894) $46,187$666$912$131,770 105 City of Albertville, Minnesota Nonmajor Capital Projects Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the Year Ended December 31, 2019 201407414 TIF #7TIF #14 ParkSeniorFraser FundHousingSteel Revenues Tax increments$-$31,78850,264 Interest on investments3401,475500 Total Revenues34033,26350,764 Expenditures Current Economic development-29,69847,317 Capital outlay Culture and recreation45,771-- Debt Service Interest--- Total Expenditures45,77129,69847,317 Excess (Deficiency) of Revenues Over (Under) Expenditures(45,431)3,5653,447 Net Change in Fund Balances(45,431)3,5653,447 Fund Balances, January 154,52944,60423,291 Fund Balances, December 31$9,098$48,169$26,738 106 415416417 TIF #15TIF #16TIF #17 GuardianMoldOld AngelsTechCastleTotal $84,905$16,677$49,050$232,684 866(119)9123,974 85,77116,55849,962236,658 77,26515,8921,341171,513 ---45,771 --41,46141,461 77,26515,89242,802258,745 8,5066667,160(22,087) 8,5066667,160(22,087) 37,681(5,821)(427,091)(272,807) $46,187$(5,155)$(419,931)$(294,894) 107 City of Albertville, Minnesota General Fund Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget to Actual (Continued on the Following Pages) For the Year Ended December 31, 2019 (With Comparative Actual Amounts for the Year Ended December 31, 2018) 2019 2018 Budgeted Amounts ActualVariance withActual OriginalFinalAmountsFinal BudgetAmounts Revenues Taxes General property taxes$2,075,403$2,075,403$2,071,798$(3,605)$2,030,850 Licenses and permits Business60,07660,07672,20912,13371,442 Non-business101,700101,700142,89941,199187,550 Total licenses and permits161,776161,776215,10853,332258,992 Intergovernmental State Local government aid112,015112,015112,11095111,024 Property tax credits--167167176 Other116,500116,500148,61532,115119,677 Total intergovernmental228,515228,515260,89232,377230,877 Charges for services General government289,117289,117351,70862,591355,470 Public safety319,846319,846334,68414,838294,620 Culture and recreation15,00015,000317,844302,844195,092 Total charges for services623,963623,9631,004,236380,273845,182 Fines and forfeitures--5005001,500 Special assessments--18,28018,28012,838 Interest on investments25,00025,00094,59069,59026,464 Miscellaneous Other15,00015,00013,085(1,915)16,213 Contributions and donations----- Refunds and reimbursements--9,3099,30925,054 Total miscellaneous15,00015,00022,3947,39441,267 Total Revenues3,129,6573,129,6573,687,798558,1413,447,970 108 City of Albertville, Minnesota General Fund Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual (Continued) For the Year Ended December 31, 2019 (With Comparative Actual Amounts for the Year Ended December 31, 2018) 2019 2018 Budgeted Amounts ActualVariance withActual OriginalFinalAmountsFinal BudgetAmounts Expenditures Current General government Legislative Personal services$20,669$20,669$20,733$(64)$20,669 Supplies5005001,835(1,335)344 Other services and charges19,35519,35524,367(5,012)26,231 Total legislative40,52440,52446,935(6,411)47,244 Administration Personal services128,172128,172120,5567,61690,408 Supplies5,0005,0003,1501,8502,506 Other services and charges11,50011,50011,548(48)12,614 Total administration144,672144,672135,2549,418105,528 City clerk Personal services68,17568,17568,588(413)70,560 Supplies9,5009,5009,09340710,945 Other services and charges34,47734,47739,052(4,575)22,786 Total city clerk112,152112,152116,733(4,581)104,291 Elections and voter registration Personal services----401 Other services and charges20,00020,0001,03018,97014,226 Total elections and voter registration20,00020,0001,03018,97014,627 Treasurer Personal services78,96578,96584,317(5,352)75,711 Supplies7,2007,2002,9274,2735,134 Other services and charges23,33923,33914,3898,95013,729 Total treasurer109,504109,504101,6337,87194,574 Assessing Other services and charges36,00036,00035,53846234,950 Legal Other services and charges40,00040,00030,3169,68432,926 109 City of Albertville, Minnesota General Fund Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual (Continued) For the Year Ended December 31, 2019 (With Comparative Actual Amounts for the Year Ended December 31, 2018) 2019 2018 Budgeted Amounts ActualVariance withActual OriginalFinalAmountsFinal BudgetAmounts Expenditures (Continued) Current (continued) General government (continued) Engineering Personal services$-$-$-$-$67 Other services and charges25,00025,00022,6412,35981,021 Total engineering25,00025,00022,6412,35981,088 Miscellaneous Personal services24,92724,92722,0962,83122,452 Supplies1,5001,5001,345155677 Other services and charges202,031202,031239,882(37,851)356,185 Total miscellaneous228,458228,458263,323(34,865)379,314 Total general government756,310756,310753,4032,907894,542 Public safety Police protection Other services and charges761,390761,390761,390-735,840 Fire protection Personal services357,068357,068423,893(66,825)347,806 Supplies18,60118,60128,401(9,800)26,012 Other services and charges115,672115,672117,078(1,406)100,380 Total fire protection491,341491,341569,372(78,031)474,198 Protective inspection Personal services102,703102,70387,71414,98958,276 Supplies1,3501,3501,797(447)1,187 Other services and charges125,834125,834128,726(2,892)117,258 Total protective inspection229,887229,887218,23711,650176,721 Animal control Other services and charges7,0007,0008,192(1,192)9,178 Total public safety1,489,6181,489,6181,557,191(67,573)1,395,937 110 City of Albertville, Minnesota General Fund Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual (Continued) For the Year Ended December 31, 2019 (With Comparative Actual Amounts for the Year Ended December 31, 2018) 2019 2018 Budgeted Amounts ActualVariance withActual OriginalFinalAmountsFinal BudgetAmounts Expenditures (Continued) Current (continued) Public works Streets Personal services$255,492$255,492$206,130$49,362$168,747 Supplies43,30043,30051,590(8,290)36,528 Other services and charges61,96961,96946,74915,22073,803 Total streets360,761360,761304,46956,292279,078 Street lighting Other services and charges88,51188,51186,0102,50181,222 Total public works449,272449,272390,47958,793360,300 Culture and recreation Parks Personal services274,414274,414260,83813,576222,760 Supplies18,76818,76863,856(45,088)19,680 Other services and charges135,275135,275121,78613,489112,762 Total parks428,457428,457446,480(18,023)355,202 Arena Personal services--301,636(301,636)178,157 Total culture and recreation428,457428,457748,116(319,659)533,359 Economic development Other services and charges6,0006,0006,994(994)4,872 Total current3,129,6573,129,6573,456,183(326,526)3,189,010 Capital outlay General government----179,740 Public works----2,762 Culture and recreation----136 Total capital outlay----182,638 Total Expenditures3,129,6573,129,6573,456,183(326,526)3,371,648 Net Change in Fund Balances--231,615231,61576,322 Fund Balances, January 12,386,3102,386,3102,386,310-2,309,988 Fund Balances, December 31$2,386,310$2,386,310$2,617,925$231,615$2,386,310 111 City of Albertville, Minnesota Debt Service Fund Combining Balance Sheet December 31, 2019 357358359360 CSAH 19 2003A2011C2012B2012A G.O.G.O. CIPG.O. CIPG.O. Improv. ImprovementRefundingRefundingRefunding Assets Cash and temporary investments$(33,121)$453,398$15,846$545,461 Receivables Special assessments241,521--99,527 Interest---- Notes---- Advances to other funds---- Land held for resale800,434--- Total Assets$1,008,834$453,398$15,846$644,988 Deferred Inflows of Resources Unavailable revenue - special assessments$241,521$-$-$99,528 Unavailable revenue - notes/intergovernmental---- Total Deferred Inflows of Resources241,521--99,528 Fund Balances Restricted Debt service767,313453,39815,846545,460 Total Deferred Inflows of Resources and Fund Balances$1,008,834$453,398$15,846$644,988 112 361362468 LachmanIndustrial 2012A2012A G.O. Improv.G.O. Improv. RefundingRefundingInterstate 94Total $108,358$177,988$336,481$1,604,411 117,915160,141475,8951,094,999 --5,0725,072 --950,929950,929 -426,664-426,664 -420,519-1,220,953 $226,273$1,185,312$1,768,377$5,303,028 $117,915$160,141$475,895$1,095,000 --950,929950,929 117,915160,1411,426,8242,045,929 108,3581,025,171341,5533,257,099 $226,273$1,185,312$1,768,377$5,303,028 113 City of Albertville, Minnesota Debt Service Fund Combining Schedule of Revenues, Expenditures And Changes in Fund Balances For the Year Ended December 31, 2019 357358359360 CSAH 19 2003A2011C2012B2012A G.O.G.O. CIPG.O. CIPG.O. Improv. ImprovementRefundingRefundingRefunding Revenues Property taxes$-$102,762$263,775$26,157 Special assessments---75,565 Interest earnings(3,046)15,5613,64412,695 Miscellaneous---- Total Revenues(3,046)118,323267,419114,417 Expenditures Current Public works---- Debt service Principal110,000130,000230,000150,000 Interest and other1,43027,12535,08014,300 Total Expenditures111,430157,125265,080164,300 Net Change in Fund Balance(114,476)(38,802)2,339(49,883) Fund Balances, January 1881,789492,20013,507595,343 Fund Balances, December 31$767,313$453,398$15,846$545,460 114 361362 LachmanIndustrial468 2012A2012A G.O. Improv.G.O. Improv. RefundingRefundingInterstate 94Total $31,600$84,561$53,000$561,855 10,32666,40572,229224,525 2,76441,46212,03085,110 --85,86785,867 44,690192,428223,126957,357 -46,886-46,886 45,000105,000169,000939,000 4,5508,15032,921123,556 49,550160,036201,9211,109,442 (4,860)32,39221,205(152,085) 113,218992,779320,3483,409,184 $108,358$1,025,171$341,553$3,257,099 115 City of Albertville, Minnesota Combining Statement of Fiduciary Net Position Fiduciary Funds December 31, 2019 Albertville Total Friendly Albertville STMACustodial City Days LionsIce Arena Funds Assets Cash and temporary investments$ 9,488$ 178,946$ 95,542$ 283,976 Accounts receivable - -150,422150,422 Inventory - -4,3514,351 Total Assets 9,488 178,946 250,315 438,749 Liabilities Accounts payable - -21,16321,163 Accrued wages - -6,6246,624 Total Liabilities - - 27,787 27,787 Net Position Restricted for organizations and other governments$ 9,488$ 178,946$ 222,528$ 410,962 116 City of Albertville, Minnesota Combining Statement of Changes in Fiduciary Net Position Fiduciary Funds For the Year Ended December 31, 2019 Albertville Total Friendly Albertville STMACustodial City Days LionsIce Arena Funds Additions Contributions Charges for services$-$-$604,084$604,084 Donations 3,00085,600-88,600 Concessions --78,24278,242 Total Contributions3,00085,600682,326770,926 Investment earnings Interest, dividends and other903,0115,2558,356 Miscellaneous--261,043261,043 Total Additions3,09088,611948,6241,040,325 Deductions Professional services-10,421312,526322,947 Supplies --35,73335,733 Utilties --213,122213,122 Insurance --20,60220,602 Repairs and Maintenance--37,32437,324 Capital Outlay --206,169206,169 Miscellaneous--273,889273,889 Total Deductions-10,4211,099,3651,109,786 3,09078,190(150,741)(69,461) Net Increase (Decrease) in Fiduciary Net Position 6,398100,756373,269480,423 Net Position, January 1 $9,488$178,946$222,528$410,962 Net Position, December 31 117 City of Albertville, Minnesota Summary Financial Report Revenues and Expenditures For General Operations Governmental Funds For the Year Ended December 31, 2019 Percent TotalIncrease (Decrease) 20192018 Revenues Taxes$4,233,810$4,109,2573.03% Special assessments259,787291,412(10.85) Licenses and permits215,108258,992(16.94) Intergovernmental438,035312,50640.17 Charges for services1,004,236845,18218.82 Fines and forfeitures5001,500(66.67) Interest on investments384,339120,130219.94 Miscellaneous138,771175,104(20.75) Total Revenues$6,674,586$6,114,0839.17% Per Capita$892$8258.10% Expenditures Current General government$791,250$894,542(11.55)% Public safety1,557,1911,395,93711.55 Public works437,365411,9446.17 Culture and recreation748,116533,35940.26 Economic development178,507175,1931.89 Capital outlay General government165,954181,398(8.51) Public safety1,685,56268,9842,343.41 Public works1,274,646498,866155.51 Culture and recreation209,207215,603(2.97) Economic development45,15646,126(2.10) Debt service rincipal939,000992,000(5.34) P Interest and other165,017140,57917.38 Total Expenditures$8,196,971$5,554,53147.57% Per Capita$1,095$74946.13% Total Long-term Indebtedness$5,967,076$6,911,370(13.66)% Per Capita797932(14.50) General Fund Balance - December 31$2,617,925$2,386,3109.71% Per Capita3503228.64 The purpose of this report is to provide a summary of financial information concerning the City of Albertvilleto interested citizens. The complete financial statements may be examined at City Hall, 5959 Main Avenue, Albertville, MN 55301. Questions about this report should be directed to Tina Lannes, Finance Director at (763) 497-3384. 118 STATISTICAL SECTION(UNAUDITED) CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 119 120 STATISTICAL SECTION (Unaudited) This part of the City of Albertville’s comprehensive annual financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the government’s overall financial health. Financial Trends These schedules contain trend information to help the reader understand how the government’s financial performance andwell-being have changed over time. Revenue Capacity These schedules contain information to help thereader assessthe government’s most significant local revenue source, the property tax. Debt Capacity These schedules present information to help the reader assessthe affordability of the government’s current levels of out-standing debt and the government’s ability to issueadditional debt in the future. Demographic and Economic Information These schedules offer demographic and economic indicatorsto help the reader understand the environment within which thegovernment’s financial activities take place. Operating Information These schedules contain service and infrastructure data to helpthe reader understand how the information in the government’sfinancial report relates to the services the government providesand the activities it performs. Sources: Unless otherwise noted, the information in these schedules is derived from the annual financial reports for the relevant year. 121 City of Albertville, Minnesota Statistical Section (Unaudited) Net Position by Component Last Ten Fiscal Years (Accrual Basis of Accounting) Fiscal Year 2010201120122013 Governmental Activities Net investment in capital assets$18,305,960$17,580,883$16,766,234$16,761,614 Restricted 7,516,670 7,729,485 7,720,152 4,083,926 Unrestricted 3,098,344 3,372,629 4,082,002 3,545,424 Total Governmental Activities Net Position$29,680,797$28,920,974$28,682,997$28,568,388 Business-type Activities Net investment in capital assets$ 7,486,320$ 6,918,585$ 6,951,242$ 7,345,829 Unrestricted 10,690,635 11,152,126 11,091,877 10,722,778 Total Business-type Activities Net Position$18,176,955$18,070,711$18,043,119$18,068,607 Total Primary Government Net investment in capital assets$25,792,280$24,499,468$23,717,476$24,107,443 Restricted 7,516,670 7,729,485 7,720,152 4,083,926 Unrestricted 13,788,979 14,524,755 15,173,879 14,268,202 Total Primary Government$47,097,929$46,753,708$46,611,507$42,459,571 Note: The City implemented GASB Statement No. 68 and GASB Statement No. 71 in 2015. Years prior to 2015 have not been restated. 122 Table 1 Fiscal Year 201420152016201720182019 $15,982,545$16,000,840$15,925,140$16,653,225$16,996,701$17,512,792 4,359,3586,603,8713,240,9573,543,9263,482,5275,398,928 4,482,1324,287,6358,260,7668,191,5228,651,7397,289,708 $24,390,964$24,824,035$27,426,863$28,388,673$29,130,967$30,201,428 $ 8,198,571$ 8,423,132$ 8,632,306$ 8,717,564$ 9,046,737$10,922,191 9,559,5159,038,3708,856,6049,562,4399,489,1059,102,051 $17,758,086$17,461,502$17,488,910$18,280,003$18,535,842$20,024,242 $24,181,116$24,423,972$24,557,446$25,370,789$26,043,438$28,434,983 4,359,3586,603,8713,240,9573,543,9263,482,5275,398,928 14,041,64713,326,00517,117,37017,753,96118,140,84416,391,759 $42,582,121$44,353,848$44,915,773$46,668,676$47,666,809$50,225,670 123 City of Albertville, Minnesota Statistical Section (Unaudited) Changes in Net Position (Continued on the Following Pages) Last Ten Fiscal Years (Accrual Basis of Accounting) Fiscal Year 2010201120122013 Expenses Governmental Activities General government$ 1,001,940$ 911,754$ 1,108,505$ 948,742 Public safety1,082,8341,077,4291,129,8631,075,760 Public works1,505,2691,449,7281,434,2022,090,108 Culture and recreation368,001382,071478,016505,161 Economic development1,198,298829,7827,878,251548,783 Interest on long-term debt412,145378,185354,898331,119 Total Governmental Activities Expenses5,568,4875,028,94912,383,7355,499,673 Business-type Activities Sewer utility772,371801,198824,5261,024,449 Water utility919,956919,9821,170,3711,095,906 Storm Water utility68,209102,233151,009172,946 Recycling-65,08378,83079,948 Total Business-type Activities Expenses1,760,5361,888,4962,224,7362,373,249 Total Expenses$ 7,329,023$ 6,917,445$ 14,608,471$ 7,872,922 Program Revenues Governmental Activities Charges for services General government$ 439,648$ 462,145$ 498,706$ 624,869 Public safety140,818113,013117,011157,752 Public works1,8505,249 7003,250 Culture and recreation-4,922166,826178,550 Operating grants and contributions236,325228,5408,309,198165,255 Capital grants and contributions580,337174,001102,796127,438 Total Governmental Activities Program Revenues1,398,978987,8709,195,2371,257,114 Business-type Activities Charges for services Sewer utility596,576690,745716,448730,933 Water utility858,768837,9011,066,130975,753 Storm Water utility216,167210,005220,943226,677 Recycling-67,70478,14480,115 Operating grants and contributions9,8302,82810,92619,352 Capital grants and contributions5,388115,489116,394368,310 Total Business-Type Activities Program Revenues1,686,7291,924,6722,208,9852,401,140 Total Program Revenues$ 3,085,707$ 2,912,542$ 11,404,222$ 3,658,254 Note: The City implemented GASB Statement No. 68 and GASB Statement No. 71 in 2015. Years prior to 2015 have not been restated. 124 Table 2 Fiscal Year 201420152016201720182019 $ 923,711$ 715,779$ 858,450$ 822,891$ 737,375$ 767,343 1,103,4311,222,6791,602,0751,548,6741,529,7851,877,457 1,461,3191,636,9681,631,3431,385,4201,757,7641,195,560 558,881569,429617,041788,338611,2581,069,989 137,930229,167117,086182,059221,319223,663 295,924255,379197,099228,006167,872191,958 4,481,1964,629,4015,023,0944,955,3885,025,3735,325,970 946,586961,507846,349805,318818,4181,102,919 1,108,449399,813418,260369,100411,151451,246 170,061182,779187,029265,436272,024252,627 81,02481,68994,58095,850106,514118,359 2,306,1201,625,7881,546,2181,535,7041,608,1071,925,151 $ 6,787,316$ 6,255,189$ 6,569,312$ 6,491,092$ 6,633,480$ 7,251,121 $ 574,438$ 489,742$ 437,398$ 630,143$ 608,525$ 544,149 161,373227,250258,553276,445296,707335,444 1,2002,5001,7005,3003,0501,750 234,694154,851195,815229,772165,90887,525 249,041230,499240,569265,983193,526191,470 340,6322,000,97099,914118,011150,340359,247 1,561,3783,105,8121,233,9491,525,6541,418,0561,519,585 728,308752,094786,153848,544868,052866,602 917,507256,040272,503355,075362,737348,310 228,659251,960222,630213,666211,420209,206 80,65981,22387,44482,86794,134105,028 18,65764,00115,95418,24016,79422,416 154,336122,884114,742683,125201,5611,515,818 2,128,126 1,528,2021,499,4262,201,5171,754,6983,067,380 $ 3,689,504$ 4,634,014$ 2,733,375$ 3,727,171$ 3,172,754$ 4,586,965 125 City of Albertville, Minnesota Statistical Section (Unaudited) Changes in Net Position (Continued) Last Ten Fiscal Years (Accrual Basis of Accounting) Fiscal Year 2010201120122013 Net Revenues (Expenses) Governmental activities$ (4,169,509)$ (4,041,079)$ (3,188,498)$ (4,242,559) Business-type activities(73,807)36,176(15,751)27,891 Total Primary Government Revenues (Expenses)$ (4,243,316)$ (4,004,903)$ (3,204,249)$ (4,214,668) General Revenues and Other Changes in Net Position General Revenues Governmental Activities Taxes Property taxes, levied for general purpose$ 2,255,664$ 2,252,713$ 2,448,719$ 2,491,895 Property taxes, levied for debt service592,295702,317715,157657,878 Tax increments34,55526,71626,71626,715 Grants and contributions not restricted to specific programs451,50720,28910,28013,681 Unrestricted investment earnings52,615144,58199,042(48,206) Loss on sale of capital assets13,506--- Gain on sale of capital assets-3,381-- Miscellaneous---- Transfers9,544299,157-(50,000) Special item - decrease in land held for resale---(3,026,828) Total Governmental Activities General Revenues3,409,6863,449,1543,299,91465,135 Business-type Activities Unrestricted investment earnings152,515156,73799,440(52,403) Transfers(9,544)(299,157)- 50,000 Total Business-type Activities General Revenues142,971(142,420)99,440(2,403) Total Primary Government$ 3,552,657$ 3,306,734$ 3,399,354$ 62,732 Change in Net Position Governmental activities$ (759,823)$ (591,925)$ 111,416$ (4,177,424) Business-type activities69,164(106,244)83,68925,488 Total Primary Government$ (690,659)$ (698,169)$ 195,105$ (4,151,936) Note: The City implemented GASB Statement No. 68 and GASB Statement No. 71 in 2015. Years prior to 2015 have not been restated. 126 Table 2 Fiscal Year 201420152016201720182019 $ (2,919,818)$ (1,523,589)$ (3,789,145)$ (3,429,734)$ (3,429,734)$ (3,806,385) (177,994)(97,586)(46,792)665,813665,8131,142,229 $ (3,097,812)$ (1,621,175)$ (3,835,937)$ (2,763,921)$ (2,763,921)$ (2,664,156) $ 2,478,224$ 2,606,772$ 2,746,144$ 2,839,090$ 3,054,845$ 3,497,033 805,791885,270921,796916,050831,410508,855 28,648109,132169,651230,131231,247232,684 90,26998,932102,31193,140111,979113,056 182,32286,644103,541138,248120,130384,339 ------ -3,450-49,020-140,879 -132,569280,219172,681-- 330,236--(46,816)-- ------ 3,915,4903,922,7694,323,6624,391,5444,349,6114,876,846 197,70989,69474,20078,464109,248346,171 (330,236)--46,816-- (132,527)89,69474,200125,280109,248346,171 $ 3,782,963$ 4,012,463$ 4,397,862$ 4,516,824$ 4,458,859$ 5,223,017 $ 995,672$ 2,399,180$ 534,517$ 961,810$ 742,294$ 1,070,461 (310,521)(7,892)27,408791,093255,8391,488,400 $ 685,151$ 2,391,288$ 561,925$ 1,752,903$ 998,133$ 2,558,861 127 City of Albertville, Minnesota Statistical Section (Unaudited) Fund Balances of Governmental Funds Last Ten Fiscal Years Fiscal Year 2010201120122013 General Fund Reserved$69,759$-$-$- Unreserved1,070,100--- Nonspendable-69,75969,75951,000 Unassigned-1,120,4551,248,8151,450,586 Total General Fund$1,139,859$1,190,214$1,318,574$1,501,586 All Other Governmental Funds Reserved$4,504,995$-$-$- Unreserved, reported in Debt service funds912,359--- Special revenue funds178,928--- Capital project funds6,632,652--- Nonspendable---10 Restricted-5,821,5877,827,8604,353,603 Committed ---- Assigned-8,811,6639,422,4849,456,557 Unassigned-(1,738,994)(746,029)(767,766) Total All Other Governmental Funds$12,228,934$12,894,256$16,504,315$13,042,404 Note: The requirements of GASB 54 were implemented in 2011. 128 Table 3 Fiscal Year 201420152016201720182019 $-$-$-$-$-$- ------ 51,00051,00051,00051,000133,328140,151 1,798,3581,876,1861,887,9222,258,9882,252,9822,477,774 $1,849,358$1,927,186$1,938,922$2,309,988$2,386,310$2,617,925 $-$-$-$-$-$- ------ ------ ------ 13,1842,6951,614--- 5,276,4923,263,8713,272,4923,670,8653,758,5263,387,291 -----152,836 9,920,3955,969,3746,412,3966,076,6786,390,844 4,853,536 (971,681)(842,241)(469,839)(514,315)(432,912)(425,086) $14,238,390$8,393,699$9,216,663$9,233,228$9,716,458$7,968,577 129 City of Albertville, Minnesota Statistical Section (Unaudited) Changes in Fund Balances of Governmental Funds Last Ten Fiscal Years Fiscal Year 2010201120122013 Revenues Taxes$ 2,946,660$ 3,058,608$ 3,182,549$ 3,212,853 Licenses and permits217,530125,273129,088213,277 Intergovernmental1,015,378258,2625,881,766158,861 Charges for services417,828558,899707,1611,097,560 Fines and forfeitures--200- Special assessments575,468342,603274,016306,453 Interest on investments141,487207,990143,346(80,585) Miscellaneous152,256132,58189,326203,566 Total Revenues5,466,6074,684,21610,407,4525,111,985 Expenditures General government860,648774,7831,002,640808,790 Public safety993,883992,0721,031,034972,893 Public works387,467392,957393,248403,811 Culture and recreation240,559215,056346,895353,316 Economic development70,350149,96954,048261,318 Capital Outlay720,1681,069,9537,892,0951,040,402 Debt service Principal405,000420,000590,000805,700 Interest394,958426,125228,682315,036 Bond issuance costs--67,308- Total Expenditures4,073,0334,440,91511,605,9504,961,266 Excess (Deficiency) of Revenues Over (Under) Expenditures1,393,574243,301(1,198,498)150,719 Other Financing Sources (Uses) Transfers in885,7061,575,525626,728697,254 Bonds refunded--5,055,000- Bond issuance-2,660,0003,278,551- Payment to refunded bond escrow agent-(2,618,259)(3,250,353)- Premiums on bonds sold-23,65258,112- Sale of capital assets31,3273,381-- Transfers out(966,176)(1,171,923)(831,121)(1,100,044) Total Other Financing Sources (Uses)(49,143)472,3764,936,917(402,790) Special Item Decrease in land held for resale---(3,026,828) Net Change in Fund Balances$ 1,344,431$ 715,677$ 3,738,419$ (3,278,899) Debt Service as a Percentage of Noncapital Expenditures21.7%20.3%7.1%26.0% 130 Table 4 Fiscal Year 201420152016201720182019 $ 3,302,350$ 3,596,744$ 3,840,259$ 4,018,573$ 4,109,257$ 4,233,810 167,584197,878174,928239,833258,992215,108 209,6671,958,201282,508268,493312,506438,035 857,837648,359662,313888,979845,1821,004,236 -1,000-2001,500500 384,727434,682246,350196,021291,412259,787 282,34486,644103,541138,248120,130384,339 214,302358,035537,803385,472175,104138,771 5,418,8117,281,5435,847,7026,135,8196,114,0836,674,586 748,364606,158738,974735,742894,542791,250 1,006,5241,154,6561,302,4631,350,5001,395,9371,557,191 413,536634,542431,596387,744411,944437,365 401,593387,025445,486501,693533,359748,116 96,866203,62676,875141,632175,193178,507 328,322841,615883,7331,470,9041,010,9773,380,525 918,0003,191,851963,240962,822992,000939,000 288,757234,925170,635198,979140,579165,017 7,458----- 4,209,4207,254,3985,013,0025,750,3925,554,5318,196,971 1,209,39127,145834,700385,427559,552(1,522,385) 868,993344,000295,133323,42450,068151,390 528,062----- -235,000---- ------ ------ -3,450-49,020-6,119 (1,062,688)(344,000)(295,133)(370,240)(50,068)(151,390) 334,367238,450-2,204-6,119 ------ $ 1,543,758$ 265,595$ 834,700$ 387,631$ 559,552$ (1,516,266) 29.6%52.5%25.2%26.4%24.5%20.6% 131 City of Albertville, Minnesota Statistical Section (Unaudited) Tax Capacity, Market Value and Estimated Actual Value of Taxable Property (Shown by Year of Tax Collectability) 2010201120122013 Taxable Market Value Personal property$4,179,500$4,712,900$4,870,500$5,275,300 Real estate635,692,600584,020,100523,802,300468,964,700 Total Taxable Market Value$ 639,872,100$ 588,733,000$ 528,672,800$ 474,240,000 Estimated Actual Value of Taxable Property$ 658,736,600$ 600,645,500$ 528,672,800$ 474,240,000 Taxable Market Value as a Percentage of Estimated Actual Value97.14%98.02%100.00%100.00% Tax Capacity Personal property$81,783$92,398$95,065$103,190 Real estate7,955,5997,312,7696,663,3676,088,709 Subtotal8,037,3827,405,1676,758,4326,191,899 Less: tax increment(28,165)(21,696)(21,696)(21,696) Net Tax Capacity$8,009,217$7,383,471$6,736,736$6,170,203 Tax levies General$2,338,941$2,373,087$2,429,769$2,423,781 Debt service600,814722,994712,503781,325 Total$2,939,755$3,096,081$3,142,272$3,205,106 Tax capacity rate General29.203%32.141%36.067%39.282% Debt service7.5029.79210.57612.663 Total36.705 %41.933%46.644%51.945% Source: Wright County Auditor/Treasurer Department 132 Table 5 201420152016201720182019 $5,239,900$5,279,500$5,442,200$6,101,100$6,101,100$6,389,500 500,588,200542,867,500567,786,000656,054,200656,054,200707,392,300 $ 505,828,100$ 548,147,000$ 573,228,200$ 662,155,300$ 662,155,300$ 713,781,800 $ 556,863,100$ 595,816,100$ 620,513,900$ 705,380,300$ 705,380,300$ 758,532,600 90.84%92.00%92.38%93.87%93.87%94.10% $102,426$103,325$106,630$111,611$119,863$125,822 6,379,9766,780,5987,026,9567,384,3737,961,8928,513,031 6,482,4026,883,9237,133,5867,495,9848,081,7558,638,853 (23,265)(79,615)(123,377)(169,948)(171,863)(171,188) $6,459,137$6,804,308$7,010,209$7,326,036$7,909,892$8,467,665 $2,397,983$2,547,180$2,749,549$2,863,190$3,056,908$3,442,876 902,141949,967921,691916,045831,410561,855 $3,300,124$3,497,147$3,671,240$3,779,235$3,888,318$4,004,731 37.12537.435%39.222%39.082%38.647%40.659% 13.96713.96113.14812.50410.5116.635 51.09251.396%52.370%51.586%49.158%47.294% 133 134 Table 6 City of Albertville, Minnesota Statistical Section (Unaudited) Property Tax Capacity Rates - Direct and Overlapping Governments (Per $1,000 of Tax Capacity) Overlapping Rates SchoolSchool Year DistrictDistrict Taxes PayableCityCountyNo. 885No. 728 201036.705%35.816%52.049%39.961% 201141.93339.30351.35543.483 201246.64443.44952.63045.542 201351.94544.28557.19550.051 201451.09243.45051.55351.279 201551.39640.53051.08251.635 201652.37039.97049.10239.266 201751.58639.59646.87836.653 201849.15839.94647.95036.137 201947.29444.27347.14332.865 Source: Wright County Auditor/Treasurer Department Overlapping rates are those of local and county governments that apply to property owners within the City. Not all overlapping rates apply to all City property owners (e.g. the rates for special districts apply only to the proportion of the government's property owners whose property is located within the geographic boundaries of the special district). 135 City of Albertville, Minnesota Statistical Section (Unaudited) Principal Taxpayers Current Year and Ten Years Ago December 31, 2019 2019 Percent of Total Tax Tax Capacity TaxpayerCapacityRank CPG Partners, LP$1,156,144113.65% Albertville Station LLC182,01022.15 GMR Albertville LLC76,25030.90 Fraser Building LP71,39040.84 Mollie LLC69,74050.82 Evans Park Inc63,92860.75 Centerpoint Energy62,18670.73 Border States Industries, Inc.59,25080.70 HGP Architectural Glass, Inc.56,74290.67 Northern States Power Company56,738100.67 Welcome Furniture and Appliances-- Albertville Plaza, LLC-- CWB Albertville Crossing, LLC-- William A. Hinks-- Albertville Medical Building, LLC -- Albertville Investments, LLC-- Manchester II, LLC-- Lake Community Bank -- Totals$1,854,37821.90% Source: Wright County Auditor/Treasurer Department 136 Table 7 2010 Percent of Total Tax Tax Capacity CapacityRank $1,103,476113.78% -- -- -- -- -- -- 74,68860.93 -- -- 75,30650.94 71,53470.89 259,63823.24 91,78831.15 83,54241.04 70,67680.88 45,902100.57 46,55690.58 $1,923,10624.01% 137 Table 8 City of Albertville, Minnesota Statistical Section (Unaudited) Property Tax Levies and Collections Last Ten Fiscal Years Percent (1) Percentageof Total CollectionCollection of LevyCollections Fiscal Totalof Currentin subsequentTotal Collectedto Levy YearLevyYear's LevyyearsCollections 2010$2,939,755$2,864,66797.45%$74,478$2,939,14599.98% 20113,096,0812,921,03194.35173,0053,094,03699.93 20123,142,2723,122,84399.3816,9383,139,78199.92 20133,205,1063,160,64798.6135,2793,195,92699.71 20143,300,1243,263,34398.8944,8083,308,151100.24 20153,497,1473,461,79698.9924,3153,486,11199.68 20163,671,2403,641,14899.1811,1913,652,33999.49 20173,779,2353,753,98499.336,7483,760,73299.51 20183,888,3183,864,94799.406,1443,871,09199.56 20194,004,7313,977,17999.31-3,977,17999.31 Source: Wright County Auditor/Treasurer Department (1) Includes state paid property tax credits. 138 Table 9 City of Albertville, Minnesota Statistical Section (Unaudited) Ratios of Outstanding Debt by Type Last Ten Fiscal Years Governmental ActivitiesBusiness-type Activities GeneralLeaseGeneralGeneralTotal Percentage of Fiscal ObligationRevenueObligationObligationPrimaryPer Personal Income YearBondsBondsRevenue BondsBondsGovernmentCapita 2010$4,525,000$4,785,000$4,296,150$790,000$14,396,1505.48%$2,044 20116,218,6522,875,0004,493,072780,00014,366,7245.432,020 201214,013,689-4,121,7481,228,06519,363,5026.972,705 201313,202,695-6,257,3811,171,75920,631,8357.342,861 201412,807,462-5,855,1901,242,39119,905,0436.752,747 20159,845,317-3,120,172606,08513,571,5744.481,869 20168,876,782-2,635,154536,01912,047,9553.731,647 20177,908,666-2,365,136466,53510,740,3373.201,457 20186,911,370-2,090,118395,2299,396,7172.661,268 20195,967,076-7,656,726318,92313,942,7254.001,863 Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements. See the Schedule of Demographic and Economic Statistics on page 145 for personal income and population data. 139 Table 10 City of Albertville, Minnesota Statistical Section (Unaudited) Ratios of General Bonded Debt Outstanding Last Ten Fiscal Years Less Percentage of Amounts Estimated Actual GeneralAvailable inNet Value of Fiscal ObligationDebt ServiceBondedPer Taxable Property YearBondsFundsDebtCapita 2010$5,315,000$96,606$5,218,3940.79%$741 20116,998,652331,4606,667,1921.11937 201215,241,7546,793,3008,448,4541.601,180 201314,374,4543,244,23611,130,2182.351,544 201414,049,8533,970,72110,079,1321.811,391 201510,451,4026,189,9424,261,4600.72587 20169,412,8012,942,0196,470,7821.04884 20178,375,2013,216,1785,159,0230.73700 20187,306,5993,133,1854,173,4140.59563 20196,285,9995,268,7361,017,2630.13136 Note: Details regarding the City's outstanding debt can be found in the notes to the financial statements. See the Schedule of Demographic and Economic Statistics on page 145 for population data. See the Schedule of Tax Capacity, Market Value and Estimated Actual Value of Taxable Property for property value data. 140 Table 11 City of Albertville, Minnesota Statistical Section (Unaudited) Computation of Direct and Overlapping Debt December 31, 2019 GrossAmount Bondedof Percentage Debt UsedNet Debt Applicable to For Net DebtApplicable District Calculationto District Direct Debt City of Albertville$ 5,967,076 100.00%$ 5,967,076 School District #885 167,170,000 24.56 41,056,952 School District #728 207,155,000 4.47 9,259,829 Wright County 153,290,000 5.05 7,741,145 Total Overlapping Debt 527,615,000 11.00 58,057,926 Total Direct and Overlapping Debt$ 533,582,076 12.00%$ 64,025,002 Sources : Market value data used to estimate applicable percentages provided by the Wright County Auditor/Treasurer department. Debt outstanding data was provided from the same source. Note: Overlapping governments are those that coincide, at least in part, with the geographic boundaries of the City. This schedule estimates the portion of the outstanding debt of those overlapping governments that is borne by the residents and businesses of the City. This process recognized that, when considering the government's ability to issue and repay long-term debt, the entire debt burden borne by the residents and businesses should be taken into account. However, this does not imply that every taxpayer is a resident, and therefore responsible for repaying the debt, of each overlapping government. * The percentage of overlapping debt applicable is estimated using taxable market property values. Applicable percentages were estimated by determining the portion of the county's taxable market value that is within the City's boundaries and dividing it by the county's total taxable market value. 141 City of Albertville, Minnesota Statistical Section (Unaudited) Legal Debt Margin Information Last Ten Fiscal Years Fiscal Year 2010201120122013 Debt Limit (1)$19,196,163$17,661,990$15,860,184$14,227,200 Total Net Debt Applicable to Limit---- Total$19,196,163$17,661,990$15,860,184$14,227,200 Total Net Debt Applicable to the Limit as a Percentage of Debt Limit$-$-$-$- (1) The debt limit is 3 percent. (2) All of the City's general obligation debt are paid from special assessments and not subject to the limit. Note: Under state law, the City's outstanding general obligation debt should not exceed 3 percent of the market value of taxable property. By law, the general obligation debt subject to the limitation may be offset by amounts set aside for the extinguishment of those obligations. 142 Table 12 Fiscal Year 201420152016201720182019 $15,174,843$16,444,410$17,196,846$19,864,659$19,864,659$21,413,454 ------ $15,174,843$16,444,410$17,196,846$19,864,659$19,864,659$21,413,454 $-$-$-$-$-$- Legal Debt Margin Calculation for Fiscal Year 2019 Taxable Market Value$ 713,781,800 Debt Limit (3% of Market Value)$21,413,454 Debt Applicable to Limit General Obligation Bonds (2)- Less: Amount Available in Debt Service Funds- Total Net Debt Applicable to Limit- Legal Debt Margin$21,413,454 143 Table 13 City of Albertville, Minnesota Statistical Section (Unaudited) Pledged-Revenue Coverage Last Ten Fiscal Years General Obligation Revenue Bonds (1)Net Debt Service FiscalGross(2)Revenue YearRevenueExpensesAvailablePrincipalInterestCoverage 2010$635,991$281,087$354,904$305,474$169,0930.75 2011721,901305,686416,215323,335158,2960.86 2012733,830346,894386,936362,193161,3600.74 2013734,049453,240280,809371,549180,0560.51 2014771,239439,487331,752394,373171,3710.59 2015915,048473,470441,5782,727,200159,9730.15 2016836,374464,576371,798477,20049,2810.71 2017904,445425,770478,675262,20043,7301.56 2018948,167439,181508,986265,90041,1241.66 20191,109,813565,587544,226270,90037,4211.77 Lease Revenue Bonds Revenue from Debt Service FiscalProperty YearTaxesPrincipalInterestCoverage 2010496, $363$275,000$230,0870.98 2011518,415285,000253,6200.96 2012---- 2013---- 2014---- 2015---- 2016---- 2017---- 2018---- 2019---- 144 Table 14 City of Albertville, Minnesota Demographic and Economic Statistics Last Ten Fiscal Years TotalPer Capita Unemployment Fiscal Number ofPersons perPersonal Personal MedianSchool Rate (7) YearPopulation (1)Households (2)Household (2)Income (3)Income (4)Age (5)Enrollment (6) 20107,0442,3772.96$ 262,880,815$37,32028.85,0938.3% 20117,1142,3972.97264,612,34437,19628.85,2355.6 20127,1592,4082.97277,747,72338,79728.85,6216.2 20137,2112,4222.98281,229,00039,00034.65,7255.2 20147,2472,4342.98308,178,67542,52534.65,7253.9 20157,2622,4113.01321,866,36444,32234.65,9002.8 20167,3172,4762.96331,057,66545,24534.66,0833.7 20177,3702,4802.97335,335,00045,50034.66,3003.5 20187,4122,4912.98352,640,72447,57734.66,3003.5 20197,4852,5162.97348,748,60546,59334.66,3003.2 Data Sources (1) Minnesota Office of the State Demographer (2) Minnesota Office of the State Demographer (2008-2016); Estimated (2017-2019) (3) Calculated by the City. (4) US Department of Commerce - Bureau of Economic Analysis (2008-2016); Estimated (2017) (5) US Census Bureau (6) Independent School District 885 (7) United States Department of Labor - Bureau of Labor Statistics Note: Persons per household information was not available for 2018. The City estimated this year based on averages from data compiled for years 2009 - 2017. Note: The unemployment rate is for Wright County, the County of which the City is located. Unemployment data was not available for the City. Note: The per capital personal income is for Wright County, the County of which the City is located. Per capita personal income was not available for the City. Note: School enrollment is for Independent School District 885. The School District also includes students from the City of St. Michael. 145 City of Albertville, Minnesota Principal Employers Current Year and Ten Years Ago 2019 Percentage of Total City EmployerEmployment EmployeesRank Outlets at Albertville800116.00% ISD No. 885, St. Michael-Albertville680213.60 Coborn's13032.60 Oldcastle Building Envelopes11342.26 HGP Industries7551.50 Guardian Angels - Engel Haus5961.18 Sherer Brothers Truss5571.10 Fraser Steel Co.4080.80 Fehn Gravel and Excavating, Inc.3590.70 Mold-Tech, Inc.35100.70 Don's Bus Service-- D J's Total Home Care Center-- Truss Manufacturing-- Omann Brothers-- Otsego Tool and Engineering, Inc.-- Radiation Tool and Engineering, Inc.-- Total5,000*40.44% Source: Northland Securities * This is an estimation provided by the City. 146 Table 15 2010 Percentage of Total City Employment EmployeesRank 800116.00% 27525.50 -- -- 753- -- 2080.40 4050.80 -- -- 2070.40 2060.40 5541.10 2080.40 1890.36 17100.34 5,000*25.70% 147 Table 16 City of Albertville, Minnesota Full-time Equivalent City Government Employees by Function Last Ten Fiscal Years Function 2009201020112012201320142015201620172018 General Government 7.0 6.0 5.0 5.0 6.5 6.3 6.3 6.3 6.3 6.7 Public Safety Fire Full Time Fire Chief - - - - - - - 1.0 1.0 1.0 Civilians (1) 37 33 30 30.0 33.0 30.0 29.0 31.0 29.0 32.0 Public Works Engineering 1.0 1.0 1.0 1.0 1.0 0.3 0.3 0.3 0.3 0.3 Maintenance 1.0 1.0 1.0 1.0 1.0 1.5 1.5 2.0 2.0 2.0 Culture and Recreation Parks 1.0 1.0 1.0 1.0 1.0 1.5 1.5 2.0 2.0 2.0 Water 1.5 1.5 1.5 1.0 1.5 1.5 1.5 1.5 1.5 1.5 Sewer 1.5 1.5 1.5 1.0 1.5 1.5 1.5 1.5 1.5 1.5 Total 50.0 45.0 41.0 40.0 45.5 42.5 41.6 45.6 43.6 47.0 Source: City of Albertville (1) The fire department is made up entirely of volunteer civilians. They are used on an on-call basis only. 148 Table 17 City of Albertville, Minnesota Operating Indicators By Function Last Ten Fiscal Years Function 2009201020112012201320142015201620172018 Fire Fire 430 280 257 278 217 229 254 256 276 366 Inspections 28 52 288 360 190 212 211 10 6 195 Building/Engineering Permits Issued 381 482 241 394 391 412 453 542 477 468 Public Works Street Sweeping (Hours) 69 69 69 77 82 74 80 123 115 67 Snowplowing (Hours) 512 512 512 320 330 791 723 387 210 364 Equipment Repair (Hours) 1,000 1,000 1,000 1,100 1,200 750 600 692 663 829 Water New Connections 66 1 2 4 14 21 22 24 20 24 Water Mains Breaks 3 2 2 - 2 2 6 3 3 3 Sewer Average Daily Treatment Flow (Thousands of Ga 516,000 447,000 466,000 490,000 468,000 475,000 510,000 474,000 502,000 484,000 Sources: City of Albertville Note: Indicators are not available for the general government function. 149 150 Table 18 City of Albertville, Minnesota Capital Asset Statistics by Function Last Ten Fiscal Years Function 2009201020112012201320142015201620172018 Public Safety Fire stations Stations1111111111 Public Works Highways and streets Streets (miles)36363636363638383839 Street lights417417417417417417417417417417 Traffic signals5555677777 Culture and Recreation Parks division Parks11111111111111111111 Parks acreage120120120120125125125125125125 Arena/Civic Center1111111111 Baseball diamonds5555555555 Basketball courts5555555555 Bike trails (miles)5555555555 Hockey rinks/outdoor2222222222 Softball diamonds1222222222 Tennis courts5555555555 Volleyball courts1111111111 Utilities Water Miles of water main45465252525252525252 Consumers Maximum daily capacity (gallons) Sewer Miles of sanitary sewer34353737373737373737 Lift stations991010101010101010 Maximum daily treatment capacity (gallons)929,000929,000929,000929,000929,000929,000929,000929,000929,000929,000 Storm sewer Miles of storm sewer26263535353535353535 Source: City of Albertville Note: No capital asset indicators are available for the general government function. 151