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2021 Annual Comprehensive Financial Report A,lbertville Small living. Big life. P Ia Annual Comprehensive Financial Report For the Year Ended December 31 , 2021 City of Albertville, Minnesota THIS PAGE IS LEFT BLANK INTENTIONALLY CITY OF ALBERTVILLE, MINNESOTA ANNUAL COMPREHENSIVE FINANCIAL REPORT FOR THE FISCAL YEAR ENDED DECEMBER 31, 2021 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 THIS PAGE IS LEFT BLANK INTENTIONALLY City of Albertville, Minnesota Annual Comprehensive Financial Report Table of Contents For the Year Ended December 31,2021 Page No. Introductory Section Letter of Transmittal from City Administrator and Finance Director 9 Certificate of Achievement of Excellence in Financial Reporting 13 Organizational Chart 14 Elected and Appointed Officials 15 Financial Section Independent Auditor's Report 19 Management's Discussion and Analysis 23 Basic Financial Statements Government-wide Financial Statements Statement of Net Position 37 Statement of Activities 38 Fund Financial Statements Governmental Funds Balance Sheet 42 Reconciliation of the Balance Sheet to the Statement of Net Position 45 Statement of Revenues, Expenditures and Changes in Fund Balances 46 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances to the Statement of Activities 48 General Fund Statement of Revenues, Expenditures and Changes in Fund Balances- Budget and Actual 49 Proprietary Funds Statement of Net Position 50 Statement of Revenues, Expenses and Changes in Net Position 53 Statement of Cash Flows 54 Fiduciary Funds Statement of Fiduciary Net Position 56 Statement of Changes in Fiduciary Net Position 57 Notes to the Financial Statements 59 Required Supplementary Information Schedule of Employer's Share of Public Employees Retirement Association Net Pension Liability- General Employees Retirement Fund 92 Schedule of Employer's Public Employees Retirement Association Contributions- General Employees Retirement Fund 92 Notes to the Required Supplementary Information -General Employee Retirement Fund 93 Schedule of Employer's Share of Public Employees Retirement Association Net Pension Liability- Public Employees Police and Fire Fund 95 Schedule of Employer's Public Employees Retirement Association Contributions- Public Employees Police and Fire Fund 95 Notes to the Required Supplementary Information - Public Employees Police and Fire Fund 96 Schedule of Changes in the Fire Relief Association's Net Pension Liability (Asset) and Related Ratios 98 Schedule of Employer's Fire Relief Association Contributions 99 5 City of Albertville, Minnesota Annual Comprehensive Financial Report Table of Contents (Continued) For the Year Ended December 31, 2021 Page No. Combining and Individual Fund Financial Statements and Schedules Nonmajor Governmental Funds Combining Balance Sheet 104 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 105 Nonmajor Special Revenue Funds Combining Balance Sheet 108 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 109 Nonmajor Capital Projects Funds Combining Balance Sheet 112 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 114 General Fund Schedule of Revenues, Expenditures and Changes in Fund Balances- Budget and Actual 116 Debt Service Funds Combining Balance Sheet 120 Combining Schedule of Revenues, Expenditures and Changes in Fund Balances 122 Fiduciary Funds Combining Statement of Fiduciary Net Position 124 Combining Statement of Changes in Fiduciary Net Position 125 Summary Financial Report Revenues and Expenditures for General Operations-Governmental Funds 126 Table Page No. Statistical Section (Unaudited) Net Position by Component 1 130 Changes in Net Position 2 132 Fund Balances of Governmental Funds 3 136 Changes in Fund Balances of Governmental Funds 4 138 Tax Capacity, Market Value and Estimated Actual Value of Taxable Property 5 140 Property Tax Capacity Rates- Direct and Overlapping Governments 6 143 Principal Taxpayers 7 144 Property Tax Levies and Collections 8 146 Ratios of Outstanding Debt by Type 9 147 Ratios of General Bonded Debt Outstanding 10 148 Computation of Direct and Overlapping Debt 11 149 Legal Debt Margin Information 12 150 Pledged-Revenue Coverage 13 152 Demographic and Economic Statistics 14 153 Principal Employers 15 154 Full-time Equivalent City Government Employees by Function 16 156 Operating Indicators by Function 17 157 Capital Asset Statistics by Function 18 159 6 INTRODUCTORY SECTION CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2021 7 THIS PAGE IS LEFT BLANK INTENTIONALLY 8 III lb,Er't f 1 j 5959 Main ,kvenuc NE-P O_Box 9•AlbcrtAlle,MN 55301 6 763-497-3384-Fax 763-497-3210 Sm.J April 29,2022 Honorable Mayor and Members of the City Council City of Albertville, Minnesota Minnesota statutes require the City to 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 Annual Comprehensive Financial Report (ACFR) of the City of Albertville for the fiscal year ended December 31, 2021. 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,the objective 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 by the public accounting firm of Abdo. The goal of the independent audit was to provide reasonable assurance that the financial statements of the City of Albertville for the fiscal year ended December 31, 2021,are free of any material misstatements. Included within this report,Abdo. has issued an unqualified opinion on the City of Albertville's financial statements for the year ended December 31, 2021. 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 northeastern portion of Wright County, along the Interstate 94 corridor. The City covers 4.56 square miles. The current population is approximately 7,896. The City of Albertville operates under the council/administrator form of government. The governing body consists 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. Not more than two Council member's terms expire in any 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, among other 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 with the Wright 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 partners with neighboring communities to provide 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 June when the Finance Director prepares projected revenues and expenses for the next year's draft budget. Upon review and revisions by the Finance Director and City Administrator,the draft budget is reviewed by the Department Heads. Department budget requests are compiled by the Finance Director and reviewed by both the Finance Director and City Administrator. Integral to the budget process are staff meetings to review the draft budget,which is then presented to the City Council. City Council and staff work on the budget over the course of two to three budget workshops. Following Council direction and public input,the preliminary budget is updated and brought back for City Council approval. City 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 during the year, it is brought to City Council for approval. Also, available within, are notes 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 Key factors affecting the City's economic condition and financial outlook include: • Based on permit activity,the local economy is strong and continues to grow. A total of 837 building permits were issued in 2021 with a total valuation of$42,884,807. The number of new housing units in 2021 was 51,with an average valuation of approximately $296,488 per home. • The State of Minnesota continues its expansion of Interstate 94 through the City of Albertville. • The City's bond rating,which has increased two times since 2002 and is currently an AA3. • The area school districts are highly desirable and driving new residential interest to the area. • A multi-family housing project including apartments and townhomes is under construction 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. Currently,there are a number of commercial and industrial projects underway, including: • Advanced Volumetric Alliance • Fehn Companies Relocation and Expansion • Scherer Bros. Lumber Relocation and Expansion • Konz Crossing Retail Major Initiatives Maintenance and preservation of the City infrastructure and facilities is a priority for the City. In 2021,the City completed multiple infrastructure improvements related to streets, utilities,trails and parks. Other major initiatives include: • The I-94 West Corridor Coalition • 2022 CSAH 37 Reconstruction • 2022 Barthel Industrial Drive Reconstruction • 2022 Street Overlay • WWTP Biosolids Dewatering Improvements 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 is made 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. It is intended for the current fund balance to meet or exceed the 35% minimum and maintain a level of 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. Property Taxes 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-wide total net tax capacity equals the tax rate. 11 Independent Audit The financial statements were audited by Abdo, 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 31,2021. 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 Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City for its ACFR for the fiscal year ended December 31, 2020.This is the tenth consecutive year the City has received this prestigious award. In order to be awarded a Certificate of Achievement,a government must publish an easily readable and efficiently organized ACFR,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 ACFR 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 Director Lannes and the entire city staff for their hard work and dedication. I would like to recognize the CPA firm Abdo 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, //�/ ell ;gv Adam Nafstad City Administrator/PWD/CE 12 DO Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to City of Albertville Minnesota For its Annual Comprehensive Financial Report For the Fiscal Year Ended December 31, 2020 Executive Director/CEO 13 Y6\1bcrtvijj.c City of Albertville Organizational Chart v,t... Consultants City Council City City Committees sc"t" CityAd.mi. =-tft, _"C Sheriff's Department Di,..., Engin... Family Youth Collaborative Assessor Joint Powers Water Senior Program 1 Plannin Comm Autharit Committee STMA Arena Board , [ Clty Clerk Finance Director Ad,in;A1C1III 7"iI1h,g-1I,nnn,g,n1 --A k.Arena Ifi-..I.­.nt iding,., ZaElection Judges Finance Staff nin Sewer Utili[ Det Streets and Padcs Chid Fire Officers Volunteer Firemen 14 City of Albertville, Minnesota Elected and Appointed Officials For the Year Ended December 31,2021 ELECTED Name Title Term Expires Jillian Hendrickson Mayor 12/31/22 Rob Olson Council Member 12/31/22 Walter Hudson Council Member 12/31/24 Bob Zagorski Council Member 12/31/22 Aaron Cocking Council Member 12/31/24 APPOINTED Name Title Adam Nafstad City Administrator Tina Lannes Finance Director 15 THIS PAGE IS LEFT BLANK INTENTIONALLY 16 FINANCIAL SECTION CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2021 17 THIS PAGE IS LEFT BLANK INTENTIONALLY 18 ALDWOr4o AbdoSalutions.com INDEPENDENT AUDITOR'S REPORT Honorable Mayor and City Council City of Albertville, Minnesota Report on the Financial Statements Opinions 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 December 31,2021, and the related notes to the financial statements,which collectively comprise the City's basic financial statements as listed in the table of contents. In our opinion,the financial statements referred to above present fairly, in all material respects,the respective financial position of the governmental activities,the business-type activities, each major fund and the aggregate remaining fund information of the City as of December 31, 2021,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. Basis for Opinions 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. Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the city and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Management's Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America;this includes the design, implementation,and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement,whether due to fraud or error. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate,that raise substantial doubt about the City's ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. Lighting the path forward 19 Auditor's Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement,whether due to fraud or error, and to issue an auditor's report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion,forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate,they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with generally accepted auditing standards and Government Auditing Standards,we: • Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis,evidence regarding the amounts and disclosures in the financial statements. • Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control.Accordingly, no such opinion is expressed. • Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. • Conclude whether, in our judgment,there are conditions or events,considered in the aggregate,that raise substantial doubt about the City's ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters,the planned scope and timing of the audit, significant audit findings,and certain internal control-related matters that we identified during the audit. 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 23 and 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 92 be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational,economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America,which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries,the basic financial statements,and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Abdo Solutions.com 20 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 statements and schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves,and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion,the combining and individual 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 April 29,2022,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 grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City's internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City's internal control over financial reporting and compliance. 4\tw Abdo Minneapolis, Minnesota April 29,2022 AbdoSolutionsxom 21 THIS PAGE IS LEFT BLANK INTENTIONALLY 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, 2021. 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$55,629,754(net position). Of this amount,$20,167,212 (unrestricted net position) may be used to meet the City's ongoing obligations to citizens and creditors. • The City's total net position increased $3,434,981. This increase is attributable to the governmental activities increasing $2,081,353 due to development activity. • As of the close of the current fiscal year,the City's governmental funds reported combined ending fund balances of$11,841,835, an increase of$1,431,252 in comparison with the prior year.Approximately 63.0 percent of this total amount,$7,458,898 is available for spending at the City's discretion but a portion has been assigned for specific purposes. • At the end of the current fiscal year, unassigned fund balance for the General fund was $2,178,219,or 56.2 percent of total General fund 2021 expenditures. • The City's total debt decreased 11.8 percent during the current fiscal year. 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 ....♦.•w•k..�a k k R k�i i......s a.. Management's Basic Required Discussion and Financial Supplementary Analysis Statements Information ............................... Govemment- Fund Dotes to the wide Financial Financial Financial Statements Statements Statements Summary Detail 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 Funds Proprietary Funds Statements Scope Entire City government The activities of the City that Activities the City operates (except fiduciary funds) and are not proprietary or similar to private the City's component units fiduciary,such as police, fire businesses, such as the and parks water and sewer system Required financial . Statement of Net . Balance Sheet . Statements of Net statements Position . Statement of Revenues, Position Statement of Activities Expenditures,and . Statements of Revenues, Changes in Fund Expenses and Changes Balances in Net Position Statements of Cash Flows Accounting basis and Accrual accounting and Modified accrual accounting Accrual accounting and measurement focus economic resources focus and current financial economic resources focus resources focus Type of asset/liability All assets and liabilities, Only assets expected to be All assets and liabilities, information both financial and capital, used up and liabilities that both financial and capital, and short-term and long- come due during the year or and short-term and long- term soon thereafter; no capital term assets included Type of deferred All deferred Only deferred outflows of All deferred outflows/inflows of outflows/inflows of resources expected to be outflows/inflows of resources information resources, regardless of used up and deferred resources, regardless of when cash is received or inflows of resources that when cash is received or paid come due during the year or paid 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 information during 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 paid expenditures 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 statements are 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 position presents information on all of the City's assets and deferred outflows of resources, and liabilities and deferred inflows of resources,with the difference reported as net position. Overtime, increases or decreases in net position may serve as a useful indicator of whether the financial position of the City is improving or deteriorating. The statement of activities presents information showing how the City's net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of 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 water and recycling. The government-wide financial statements start on page 37 of this report. Fund Financial Statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements.All of the funds of the City can be divided into three categories: governmental funds, proprietary funds and fiduciary funds. Governmental Funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements,governmental fund financial statements focus on near-term inflows and outflows of spendable resources,as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government's near-term 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 funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact 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 funds and governmental activities. The City maintains 12 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 Reserve and Park fund -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 General fund to demonstrate compliance with this budget. The basic governmental fund financial statements start on page 42 of this report. Proprietary Funds.The City maintains one type of proprietary fund. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The City uses enterprise funds to account for its sewer,water storm water and 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 page 50 of this report. Fiduciary Funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the City. Fiduciary funds are not reflected in the government-wide financial statements because the resources of those funds are not available to support the City's own programs. The accounting used for fiduciary funds is much like that used for proprietary funds. The basic fiduciary fund financial statements are on page 56 of this report. Notes to the Financial Statements.The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The notes to the financial statements start on page 59 of this report. 26 Other Information.The combining statements referred to earlier in connection with non-major governmental funds are presented following the notes to the financial statements. Combining and individual fund statements and schedules start on page 104 of this report. 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 page 92 of this report. Government-wide Financial Analysis As noted earlier, net position may serve overtime 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$55,629,754 at the close of the most recent fiscal year. By far,the largest portion of the City's net position (53.5 percent) 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 assets to provide services to citizens;consequently,these assets are not available for future spending. Although the City's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. City of Albertville's Summary of Net Position Governmental Activities Business-type Activities Increase Increase 2021 2020 (Decrease) 2021 2020 (Decrease) Current and Other Assets $ 16,811,092 $ 13,609,640 $ 3,201,452 $ 12,310,577 $ 11,236,184 $ 1,074,393 Capital Assets 22,896,766 23,538,910 (642,144) 17,715,207 18,095,345 (380,138) Total Assets 39,707,858 37,148,550 2,559,308 30,025,784 29,331,529 694,255 Deferred Outflows of Resources 766,154 466,062 300,092 216,095 70,295 145,800 Long-term Liabilities Outstanding 4,931,934 6,060,143 (1,128,209) 7,066,708 7,768,030 (701,322) Other Liabilities 1,840,600 472,016 1,368,584 237,608 280,413 (42,805) Total Liabilities 6,772,534 6,532,159 240,375 7,304,316 8,048,443 (744,127) Deferred Inflows of Resources 758,984 221,312 537,672 250,303 19,749 230,554 Net Position Net investment in capital assets 18,777,874 18,587,524 190,350 11,001,276 10,788,055 213,221 Restricted 5,683,392 5,120,588 562,804 - - - Unrestricted 8,481,228 7,153,029 1,328,199 11,685,984 10,545,577 1,140,407 Total Net Position $ 32,942,494 $ 30,861,141 $ 2,081,353 $ 22,687,260 $ 21,333,632 $ 1,353,628 An additional portion of the City's net position, $5,683,392, represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net position $20,167,212 may 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 increased the City's net position $2,081,353. Significant changes from the prior year are noted below: • Governmental activities increasing $2,081,353 due to development activity. City of Albertville's Changes in Net Position Governmental Activities Business-type Activities Increase Increase 2021 2020 (Decrease) 2021 2020 (Decrease) Revenues Program Revenues Charges for services $ 2,511,133 $ 1,404,695 $ 1,106,438 $ 1,998,490 $ 1,802,145 $ 196,345 Operating grants and contributions 403,935 852,421 (448,486) 17,930 22,273 (4,343) Capital grants and contributions 677,714 1,324,103 (646,389) 1,129,841 1,203,165 (73,324) General Revenues Taxes Property taxes 4,086,522 3,976,317 110,205 - - Tax increment 220,464 240,457 (19,993) - - Grants and contributions not restricted to specific programs 115,426 126,418 (10,992) 47,495 - 47,495 Miscellaneous 9,795 - 9,795 Unrestricted investment earnings 11,191 190,441 (179,250) (14,965) 219,142 (234,107) Total Revenues 8,036,180 8,114,852 (78,672) 3,178,791 3,246,725 (67,934) Expenses General government 1,154,441 1,058,803 95,638 - - Public safety 1,879,989 1,941,340 (61,351) Public works 1,689,856 3,185,369 (1,495,513) Culture and recreation 871,722 882,232 (10,510) Economic development 227,972 237,902 (9,930) Interest on long-term debt 130,847 149,493 (18,646) - - Sewer - - 1,067,137 1,111,727 (44,590) Water 414,208 417,826 (3,618) Storm water 225,386 290,418 (65,032) Recycling - - 118,432 117,364 1,068 Total Expenses 5,954,827 7,455,139 (1,500,312) 1,825,163 1,937,335 (112,172) Change in Net Position 2,081,353 659,713 - 1,353,628 1,309,390 - Net Position,January 1 30,861,141 30,201,428 659,713 21,333,632 20,024,242 1,309,390 Net Position,December 31 $ 32,942,494 $ 30,861,141 $ 2,081,353 $ 22,687,260 $ 21,333,632 $ 1,353,628 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 $ UP - General Public Safety Public Works Culture and Economic Interest on Government Recreation Development Long-term Debt Expenses R Program Revenues Revenues by Source - Governmental Activities For the most part, increases in expenses closely paralleled inflation and growth in the demand for services. Unrestricted Investment 31.2%, Charges 0.1%, Earnings for Services Miscellaneous 1.4%,Grants and Contributions Unrestricted 5.0%,Operating Grants and Contributions 8.4%,Capital 53.6%, Taxes 000 Grants and Contributions 29 Business-type Activities. Business-type activities increased the City's net position by $1,353,628 mainly due to capital contributions related to development activity. Expenses and Program Revenues - Business-type Activities $2,500,000 — $2,000,000 $1,500,000 - $1,000,000 $500,000 F $_ Sewer Water Storm Water Recycling ■Expenses Program Revenues Revenues by Source - Business-type Activities 63.8%, Charges for Services -0.5%, Investment Earnings 0.6%, Operating Grants and Contributions, 36.1%, 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 funds is to provide information on near-term inflows,outflows and balances of spendable resources. Such information is useful in assessing the City's financing requirements. In particular, unassigned fund balance may 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$11,841,835, an increase of$1,431,252 in comparison with the prior year.Approximately 63.0 percent of this total amount, $7,458,898, constitutes assigned and unassigned fund balance,which is available for spending at the City's discretion but assigned for specific purposes. The remainder of fund balance$4,226,987 is not available for new spending because it is either 1) nonspendable$136,098 or 2) restricted $4,090,889. There is also$155,950 committed for specific purposes. The General fund is the chief operating fund of the City. At the end of the current year,the fund balance of the General fund was$2,314,317.The fund balance of the City's General fund decreased $976,295 during the current fiscal year. This decrease is due to a planned transfer out to the capital outlay reserve fund. The Debt Service fund balance decreased $174,441 from the prior year for an ending fund balance of$3,073,238.The City levies 105%of the following years debt service payment. The Capital Outlay Reserve fund balance increased $1,669,008,for an ending fund balance of$5,634,162. This increase is mainly due to a planned transfer in from the general fund. The Park fund balance increased $896,207, for an ending fund balance of$896,436. The increase is related to park dedication revenue. 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 position of the enterprise funds at the end of the year amounted to $11,685,984.The total increase in net position for the funds was $1,353,628. 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 budget called for a decreased in fund balance of $30,000.The actual activity of the General fund resulted in a decrease of$976,295. The general fund received more revenues than budgeted in all areas except interest on investments. Revenues were over budget by$928,513. Almost all revenue categories were over budget. Licenses and permits and charges for services revenue sources had the largest variances of$274,565 and $451,572, respectively. This increase is attributable to permit revenues,charges for services (buildings,fire calls, licenses and permits), fire aid, and lease payments. Expenditures were over budget by$414,989. General government was over budget by$141,573 and culture and recreation was over budget by$266,534. 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, 2021,amounts to$40,611,973 (net of 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 decrease in 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 313 starting on page 71 of this report. City of Albertville's Capital Assets (Net of Depreciation) Governmental Activities Business-type Activities Increase Increase 2021 2020 (Decrease) 2021 2020 (Decrease) Land $ 3,983,292 $ 3,983,292 $ $ 351,834 $ 351,834 $ Construction in Progress 1,446,771 845,292 601,479 - 7,964,615 (7,964,615) Buildings 3,925,490 4,085,837 (160,347) 2,842,193 2,960,185 (117,992) Infrastructure 9,905,165 10,945,050 (1,039,885) 14,425,793 6,748,009 7,677,784 Land Improvements 1,261,313 1,234,858 26,455 - - - Machinery and Equipment 727,654 797,941 (70,287) 52,151 22,923 29,228 Vehicles 1,647,081 1,646,640 441 43,236 47,779 (4,543) Total $ 22,896,766 $ 23,538,910 $ (642,144) $ 17,715,207 $ 18,095,345 $ (380,138) Long-term Debt:At the end of the current fiscal year,the City had total bonded debt outstanding of$10,947,541. This amount consists of general obligation special assessment, general obligation revenue bonds and revenue bonds. While many of these bonds have their own revenue streams,they are backed by the full faith and credit of the City. City of Albertville's Outstanding Debt Governmental Activities Business-type Activities Increase Increase 2021 2020 (Decrease) 2021 2020 (Decrease) General Obligation Special Assessment Bonds $ 4,233,610 $ 5,104,343 $ (870,733) $ 166,311 $ 242,617 $ (76,306) General Obligation Revenue Bonds - - - 6,547,620 7,064,673 (517,053) Total $ 4,233,610 $ 5,104,343 $ (870,733) $ 6,713,931 $ 7,307,290 $ (593,359) The City's total debt decreased $1,464,092 during the current fiscal year.This decrease is attributable to regularly scheduled debt payments. 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 payable solely 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 starting on page 73 of 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. Multi-family housing interest is strong. 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. State and/or Federal funds received due to the COVID 19 pandemic are expected to be used for economic development and/or capital improvements. 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 THIS PAGE IS LEFT BLANK INTENTIONALLY 34 GOVERNMENT-WIDE FINANCIAL STATEMENTS CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2021 35 THIS PAGE IS LEFT BLANK INTENTIONALLY 36 City of Albertville, Minnesota Statement of Net Position December 31,2021 Governmental Business-type Activities Activities Total Assets Cash and temporary investments $ 12,162,455 $ 11,995,197 $ 24,157,652 Receivables Interest 47,489 - 47,489 Taxes 32,886 - 32,886 Accounts 69,785 194,335 264,120 Notes-due within one year 73,148 - 73,148 Notes-due in more than one year 731,484 - 731,484 Special assessments 954,076 80,995 1,035,071 Due from other governments 766,144 11,776 777,920 Prepaid items 85,098 28,274 113,372 Equity interest in joint venture 224,132 - 224,132 Net pension asset 392,442 392,442 Land held for resale 1,271,953 - 1,271,953 Capital assets Land and construction in progress 5,430,063 351,834 5,781,897 Depreciable assets,net of accumulated depreciation 17,466,703 17,363,373 34,830,076 Total Assets 39,707,858 30,025,784 69,733,642 Deferred Outflows of Resources Loss on refunding bonds 114,718 - 114,718 Deferred pension resources 651,436 216,095 867,531 Total Deferred Outflows of Resources 766,154 216,095 982,249 Liabilities Accounts and contracts payable 174,087 110,385 284,472 Escrows payable 1,242,963 - 1,242,963 Due to other governments 1,893 49,933 51,826 Accrued interest payable 23,724 56,818 80,542 Accrued salaries payable 33,489 20,472 53,961 Unearned revenue 364,444 - 364,444 Noncurrent liabilities Due within one year Long-term liabilities 968,778 656,784 1,625,562 Due in more than one year Long-term liabilities 3,388,536 6,132,860 9,521,396 Net pension liability 574,620 277,064 851,684 Total Liabilities 6,772,534 7,304,316 14,076,850 Deferred Inflows of Resources Deferred pension resources 758,984 250,303 1,009,287 Net Position Net investment in capital assets 18,777,874 11,001,276 29,779,150 Restricted for Debt service 4,665,741 - 4,665,741 Park dedication 896,436 896,436 Tax increment 121,215 - 121,215 Unrestricted 8,481,228 11,685,984 20,167,212 Total Net Position $ 32,942,494 $ 22,687,260 $ 55,629,754 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 31,2021 Program Revenues Operating Capital Grants Charges for Grants and and Functions/Programs Expenses Services Contributions Contributions Governmental Activities General government $ 1,154,441 $ 878,311 $ 190,600 $ 81,717 Public safety 1,879,989 435,005 174,593 - Public works 1,689,856 4,250 16,763 595,897 Culture and recreation 871,722 1,193,567 7,896 100 Economic development 227,972 - 14,083 - Interest on long-term debt 130,847 - - - Total Governmental Activities 5,954,827 2,511,133 403,935 677,714 Business-type Activities Sewer 1,067,137 1,147,984 6,860 893,978 Water 414,208 452,529 - 233,074 Storm Water 225,386 281,058 - 2,105 Recycling 118,432 116,919 11,070 684 Total Business-type Activities 1,825,163 1,998,490 17,930 1,129,841 Total $ 7,779,990 $ 4,509,623 $ 421,865 $ 1,807,555 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 (loss) Miscellaneous 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 Governmental Business-type Activities Activities Total $ (3,813) $ $ (3,813) (1,270,391) (1,270,391) (1,072,946) (1,072,946) 329,841 329,841 (213,889) (213,889) (130,847) (130,847) (2,362,045) - (2,362,045) 981,685 981,685 271,395 271,395 57,777 57,777 10,241 10,241 1,321,098 1,321,098 (2,362,045) 1,321,098 (1,040,947) 3,614,097 - 3,614,097 472,425 472,425 220,464 - 220,464 115,426 47,495 162,921 11,191 (14,965) (3,774) 9,795 - 9,795 4,443,398 32,530 4,475,928 2,081,353 1,353,628 3,434,981 30,861,141 21,333,632 52,194,773 $ 32,942,494 $ 22,687,260 $ 55,629,754 The notes to the financial statements are an integral part of this statement. 39 THIS PAGE IS LEFT BLANK INTENTIONALLY 40 FUND FINANCIAL STATEMENTS CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2021 41 City of Albertville, Minnesota Balance Sheet Governmental Funds December 31,2021 Capital Debt Outlay General Service Reserve Assets Cash and temporary investments $ 3,374,599 $ 1,489,264 $ 5,728,700 Receivables Taxes 32,886 - - Accounts 69,785 - - Special assessments 73,426 811,595 69,055 Interest 43,198 4,291 - Notes - 804,632 - Advances to other funds - 358,730 - Due from other governments - - 766,144 Prepaid items 85,098 - - Land held for resale 51,000 1,220,953 - Total Assets $ 3,729,992 $ 4,689,465 $ 6,563,899 Liabilities Accounts and contracts payable $ 52,949 $ - $ 94,538 Escrows payable 1,242,963 - - Advances from other funds - - - Due to other governments 1,893 - - Accrued salaries payable 33,489 - Unearned revenue - - - Total Liabilities 1,331,294 - 94,538 Deferred Inflows of Resources Unavailable revenue-property taxes 14,404 - - Unavailable revenue-special assessments 69,977 811,595 69,055 Unavailable revenue-notes/intergovernmental - 804,632 766,144 Total Deferred Inflows of Resources 84,381 1,616,227 835,199 Fund Balances Nonspendable 136,098 - - Restricted - 3,073,238 - Committed - - - Assigned - - 5,634,162 Unassigned 2,178,219 - - Total Fund Balances 2,314,317 3,073,238 5,634,162 Total Liabilities, Deferred Inflows of Resources and Fund Balances $ 3,729,992 $ 4,689,465 $ 6,563,899 The notes to the financial statements are an integral part of this statement. 42 Other Total Park Governmental Governmental Fund Funds Funds $ 896,436 $ 673,456 $ 12,162,455 - - 32,886 - - 69,785 - - 954,076 - - 47,489 - - 804,632 - - 358,730 - - 766,144 - - 85,098 - - 1,271,953 $ 896,436 $ 673,456 $ 16,553,248 $ - $ 26,600 $ 174,087 - 1,242,963 358,730 358,730 - - 1,893 - - 33,489 - 364,444 364,444 - 749,774 2,175,606 - - 14,404 - - 950,627 - - 1,570,776 - - 2,535,807 - - 136,098 896,436 121,215 4,090,889 - 155,950 155,950 - 5,634,162 - (353,483) 1,824,736 896,436 (76,318) 11,841,835 $ 896,436 $ 673,456 $ 16,553,248 The notes to the financial statements are an integral part of this statement. 43 THIS PAGE IS LEFT BLANK INTENTIONALLY 44 City of Albertville, Minnesota Reconciliation of the Balance Sheet to the Statement of Net Position December 31,2021 Amounts reported for the governmental activities in the statement of net position are different because Total Fund Balances-Governmental $ 11,841,835 Governmental funds do not report an asset for equity interest in the joint venture 224,132 Capital assets used in governmental activities are not financial resources and therefore are not reported as assets in governmental funds. Cost of capital assets 50,324,167 Less: accumulated depreciation (27,427,401) 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 (123,704) Bond principal payable (4,233,610) Net pension liability (574,620) Deferred outflows of resources, loss on refunding bond 114,718 Some receivables are not available soon enough to pay for the current period's expenditures, and therefore are deferred in the funds. Special assessments 950,627 Taxes 14,404 Notes/intergovernmental 1,570,776 Governmental funds do not report long-term amounts related to pension. Deferred outflows of pension resources 651,436 Deferred inflows of pension resources (758,984) Net pension asset 392,442 Governmental funds do not report a liability for accrued interest until due and payable. (23,724) Total Net Position -Governmental Activities $ 32,942,494 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 31,2021 Capital Debt Outlay General Service Reserve Revenues Taxes $ 2,253,205 $ 525,425 $ 1,324,744 Licenses and permits 403,265 - - Intergovernmental 286,554 15,552 Charges for services 1,231,359 - Fines and forfeitures 500 - - Special assessments 15,416 169,945 46,716 Interest on investments (loss) 6,565 12,925 (5,928) Miscellaneous 159,776 78,376 24,335 Total Revenues 4,356,640 786,671 1,405,419 Expenditures Current General government 979,183 - 42,288 Public safety 1,717,622 - - Publicworks 411,866 7,552 Culture and recreation 725,853 - Economic development 38,592 - Capital outlay General government - 870 Public safety 61,678 Public works 893,153 Culture and recreation 196,178 Economic development - 24,000 Debt service Principal 864,000 - Interest and other - 89,560 - Total Expenditures 3,873,116 961,112 1,218,167 Excess (Deficiency) of Revenues Over(Under) Expenditures 483,524 (174,441) 187,252 Other Financing Sources (Uses) Transfers in 171,937 1,631,756 Transfers out (1,631,756) (150,000) Total Other Financing Sources (Uses) (1,459,819) 1,481,756 Net Change in Fund Balances (976,295) (174,441) 1,669,008 Fund Balances,January 1 3,290,612 3,247,679 3,965,154 Fund Balances, December 31 $ 2,314,317 $ 3,073,238 $ 5,634,162 The notes to the financial statements are an integral part of this statement. 46 Other Total Park Governmental Governmental Fund Funds Funds $ $ 220,464 $ 4,323,838 - 403,265 302,106 900,200 2,131,559 - 500 232,077 (1,166) (1,205) 11,191 - - 262,487 899,034 219,259 7,667,023 - - 1,021,471 1,717,622 419,418 - 725,853 165,380 203,972 - 870 61,678 - 893,153 2,827 199,005 - 24,000 - 864,000 - 15,169 104,729 2,827 180,549 6,235,771 896,207 38,710 1,431,252 - - 1,803,693 (21,937) (1,803,693) - (21,937) - 896,207 16,773 1,431,252 229 (93,091) 10,410,583 $ 896,436 $ (76,318) $ 11,841,835 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 31,2021 Amounts reported for governmental activities in the statement of activities are different because Total Change Is Fund Balances $ 1,431,252 Governmental funds do not report income or loss in a joint venture. 12,305 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 outlays 946,443 Depreciation expense (1,588,587) 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 repayments 864,000 Amortization of loss on refunding and premium (31,506) 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. 5,388 Long-term pension activity is not reported in governmental funds. Pension expense 54,836 Pension revenue 2,784 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 30,370 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 (322,076) Taxes (16,852) Intergovernmental 692,996 Change in Net Position-Governmental Activities $ 2,081,353 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 31,2021 General Budgeted Amounts Actual Variance with Original Final Amounts Final Budget Revenues Taxes $ 2,247,305 $ 2,247,305 $ 2,253,205 $ 5,900 Licenses and permits 128,700 128,700 403,265 274,565 Intergovernmental 232,335 232,335 286,554 54,219 Charges for services 779,787 779,787 1,231,359 451,572 Fines and forfeitures - - 500 500 Special assessments - - 15,416 15,416 Interest on investments 25,000 25,000 6,565 (18,435) Miscellaneous 15,000 15,000 159,776 144,776 Total Revenues 3,428,127 3,428,127 4,356,640 928,513 Expenditures Current General government 837,610 837,610 979,183 (141,573) Public safety 1,655,156 1,655,156 1,717,622 (62,466) Public works 456,042 456,042 411,866 44,176 Culture and recreation 459,319 459,319 725,853 (266,534) Economic development 50,000 50,000 38,592 11,408 Total Expenditures 3,458,127 3,458,127 3,873,116 (414,989) Excess (Deficiency) of Revenues Over(Under) Expenditures (30,000) (30,000) 483,524 513,524 Other Financing Sources (Uses) Transfers in - - 171,937 171,937 Transfers out - - (1,631,756) (1,631,756) Total Other Financing Sources (Uses) - - (1,459,819) (1,459,819) Net Change in Fund Balances (30,000) (30,000) (976,295) (946,295) Fund Balances,January 1 3,290,612 3,290,612 3,290,612 - Fund Balances, December 31 $ 3,260,612 $ 3,260,612 $ 2,314,317 $ (946,295) 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 31,2021 Business-type Activities-Enterprise Funds Sewer Water Storm Water Recycling Total Assets Current Assets Cash and temporary investments $ 8,626,945 $ 2,106,393 $ 1,202,466 $ 59,393 $ 11,995,197 Receivables Accounts 86,573 85,061 20,625 2,076 194,335 Delinquent special assessments 846 1,104 249 - 2,199 Special assessments,current portion 2,943 4,225 1,301 530 8,999 Due from other governments 6,286 - - 5,490 11,776 Prepaid items 20,006 6,535 1,733 - 28,274 Total Current Assets 8,743,599 2,203,318 1,226,374 67,489 12,240,780 Noncurrent Assets Special assessments,net of current portion 55,870 9,859 3,955 113 69,797 Capital Assets Land 205,722 - 146,112 - 351,834 Buildings 4,706,359 13,330 - 4,719,689 Infrastructure 16,949,086 1,401,010 1,509,297 19,859,393 Machinery and equipment 218,515 142,881 - 361,396 Vehicles 186,363 216,921 69,177 472,461 Less:Accumulated depreciation (6,809,627) (818,332) (421,607) (8,049,566) Net Capital Assets 15,456,418 955,810 1,302,979 17,715,207 Total Noncurrent Assets 15,512,288 965,669 1,306,934 113 17,785,004 Total Assets 24,255,887 3,168,987 2,533,308 67,602 30,025,784 Deferred Outflows of Resources Deferred pension resources 86,198 78,513 51,384 - 216,095 The notes to the financial statements are an integral part of this statement. 50 City of Albertville, Minnesota Statement of Net Position(Continued) Proprietary Funds December 31,2021 Business-type Activities-Enterprise Funds Sewer Water Storm Water Recycling Total Liabilities Current Liabilities Accounts and contracts payable $ 35,701 $ 74,517 $ 101 $ 66 $ 110,385 Due to other governments - 49,933 - - 49,933 Accrued interest payable 54,685 758 1,375 - 56,818 Accrued salaries payable 6,345 8,982 4,910 235 20,472 Compensated absences payable,current portion 25,553 25,553 5,678 - 56,784 Bonds payable,current portion 510,900 9,100 80,000 - 600,000 Total Current Liabilities 633,184 168,843 92,064 301 894,392 Noncurrent Liabilities Compensated absences payable 8,518 8,518 1,893 - 18,929 Bonds payable 5,986,020 41,600 86,311 6,113,931 Net pension liability 69,700 139,879 67,485 277,064 Total Noncurrent Liabilities 6,064,238 189,997 155,689 - 6,409,924 Total Liabilities 6,697,422 358,840 247,753 301 7,304,316 Deferred Inflows of Resources Deferred pension resources 108,875 82,507 58,921 - 250,303 Net Position Net investment in capital assets 8,959,498 905,110 1,136,668 - 11,001,276 Unrestricted 8,576,290 1,901,043 1,141,350 67,301 11,685,984 Total Net Position $ 17,535,788 $ 2,806,153 $ 2,278,018 $ 67,301 $ 22,687,260 The notes to the financial statements are an integral part of this statement. 51 THIS PAGE IS LEFT BLANK INTENTIONALLY 52 City of Albertville, Minnesota Statement of Revenues, Expenses and Changes in Net Position Proprietary Funds For the Year Ended December 31,2021 Business-type Activities-Enterprise Funds Sewer Water Storm Water Recycling Total Operating Revenues Charges for services $ 927,848 $ 427,597 $ 280,898 $ 116,911 $ 1,753,254 Operating Expenses Personal services 297,937 211,124 154,672 8,028 671,761 Supplies 30,206 21,776 458 229 52,669 Professional services 28,443 11,671 24,679 2,950 67,743 Utilities 101,355 66,685 - - 168,040 Insurance 15,586 7,793 1,559 24,938 Repairs and maintenance 31,732 26,163 - 57,895 Remittance to Joint Powers Board - (4,916) - (4,916) Depreciation 355,372 39,558 37,140 - 432,070 Other charges 59,177 32,513 4,759 107,225 203,674 Total Operating Expenses 919,808 412,367 223,267 118,432 1,673,874 Operating Income (Loss) 8,040 15,230 57,631 (1,521) 79,380 Nonoperating Revenues (Expenses) Property taxes 219,679 - - - 219,679 Interest income(loss) (11,306) (2,873) (706) (80) (14,965) Intergovernmental 19,079 28,416 - 11,070 58,565 Interest expense and other (147,329) (1,841) (2,119) - (151,289) Other income 7,317 24,932 160 8 32,417 Total Nonoperating Revenues (Expenses) 87,440 48,634 (2,665) 10,998 144,407 Income(Loss) Before Contributions 95,480 63,864 54,966 9,477 223,787 Contributions Capital contributions 893,978 233,074 2,105 684 1,129,841 Change in Net Position 989,458 296,938 57,071 10,161 1,353,628 Net Position,January 1 16,546,330 2,509,215 2,220,947 57,140 21,333,632 Net Position, December 31 $ 17,535,788 $ 2,806,153 $ 2,278,018 $ 67,301 $ 22,687,260 The notes to the financial statements are an integral part of this statement. 53 City of Albertville, Minnesota Statement of Cash Flows Proprietary Funds For the Year Ended December 31,2021 Business-type Activities-Enterprise Funds Sewer Water Storm Water Recycling Totals Cash Flows from Operating Activities Receipts from customers and users $ 917,278 $ 425,640 $ 278,658 $ 116,527 $ 1,738,103 Other receipts and payments,net 7,317 24,932 32,304 - 64,553 Payments to suppliers (266,636) (133,759) (43,756) (121,516) (565,667) Payments to employees (309,954) (217,090) (157,029) (8,006) (692,079) Net Cash Provided(Used) by Operating Activities 348,005 99,723 110,177 (12,995) 544,910 Cash Flows from Noncapital Financing Activities Intergovernmental receipts 19,079 28,416 - 11,070 58,565 Tax receipts 219,679 - - 219,679 Net Cash Provided by Noncapital Financing Activities 238,758 28,416 11,070 278,244 Cash Flows from Capital and Related Financing Activities Acquisition of capital assets (102,774) - - - (102,774) Capital contributions 906,347 243,148 7,788 684 1,157,967 Interest paid on bonds (157,841) (1,954) (4,050) - (163,845) Principal paid on bonds (500,900) (9,100) (75,000) (585,000) Net Cash Provided(Used) by Capital and Related Financing Activities 144,832 232,094 (71,262) 684 306,348 Cash Flows from Investing Activities Interest received on investments(loss) (11,306) (2,873) (706) (80) (14,965) Net Increase(Decrease) in Cash and Cash Equivalents 720,289 357,360 38,209 (1,321) 1,114,537 Cash and Cash Equivalents,January 1 7,906,656 1,749,033 1,164,257 60,714 10,880,660 Cash and Cash Equivalents,December 31 $ 8,626,945 $ 2,106,393 $ 1,202,466 $ 59,393 $ 11,995,197 The notes to the financial statements are an integral part of this statement. 54 City of Albertville, Minnesota Statement of Cash Flows(Continued) Proprietary Funds For the Year Ended December 31,2021 Business-type Activities-Enterprise Funds Sewer Water Storm Water Recycling Totals Reconciliation of Operating Income(Loss)to Net Cash Provided(Used)by Operating Activities Operating income(loss) $ 8,040 $ 15,230 $ 57,631 $ (1,521) $ 79,380 Adjustments to reconcile operating income(loss)to net cash provided(used)by operating activities Other income related to operations 7,317 24,932 160 8 32,417 Depreciation 355,372 39,558 37,140 - 432,070 (Increase)decrease in assets/deferred outflows of resources Accounts receivable (10,382) (1,773) (2,156) (1,194) (15,505) Prepaids (8,421) (743) (575) (9,739) Due from other governments (4,325) 11,391 - (2,294) 4,772 Special assessments receivable (188) (184) (84) 802 346 Note receivable - - 32,144 - 32,144 Deferred pension resources (64,459) (46,839) (34,502) (145,800) Increase(decrease)in liabilities/deferred inflows of resources Accounts payable 12,609 18,430 (11,726) (8,818) 10,495 Due to other governments - (1,152) - - (1,152) Accrued salaries payable 1,049 1,113 707 22 2,891 Compensated absences payable (5,872) (5,872) (1,305) - (13,049) Net pension liability (45,421) (27,859) (21,634) (94,914) Deferred pension resources 102,686 73,491 54,377 230,554 Net Cash Provided(Used) by Operating Activities $ 348,005 $ 99,723 $ 110,177 $ (12,995) $ 544,910 Schedule of Noncash Capital and Financing Activities Capital assets purchased on account $ 8,688 $ 8,688 $ $ $ 17,376 Amortization of bond premiums 7,053 - 1,306 8,359 The notes to the financial statements are an integral part of this statement. 55 City of Albertville, Minnesota Statement of Fiduciary Net Position Fiduciary Funds December 31,2021 Custodial Funds Assets Cash and temporary investments $ 486,519 Accounts receivable 26,069 Inventory 2,196 Total Assets 514,784 Liabilities Accounts payable 29,288 Accrued wages 9,989 Total Liabilities 39,277 Net Position Restricted for organizations and other governments $ 475,507 The notes to the financial statements are an integral part of this statement. 56 City of Albertville, Minnesota Statement of Changes in Fiduciary Net Position Fiduciary Funds For the Year Ended December 31,2021 Custodial Funds Additions Contributions Charges for services $ 677,552 Donations 22,400 Concessions 31,661 Total Contributions 731,613 Investment earnings (loss) Interest,dividends and other (469) Miscellaneous 22,906 Total Additions 754,050 Deductions Professional services 329,463 Supplies 16,485 Utilities 209,886 Insurance 13,589 Repairs and Maintenance 86,367 Capital Outlay 7,905 Miscellaneous 20,722 Total Deductions 684,417 Net Increase (Decrease) in Fiduciary Net Position 69,633 Net Position,January 1 405,874 Net Position, December 31 $ 475,507 The notes to the financial statements are an integral part of this statement. 57 THIS PAGE IS LEFT BLANK INTENTIONALLY 58 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 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 Minnesota statutes. 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. The City Council appoints personnel responsible for the proper administration of all affairs 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 be misleading or incomplete.The Governmental Accounting Standards Board (GASB) has set forth criteria to be considered in determining financial accountability. 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 are members 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 reported as program revenues include 1) charges to customers or applicants who purchase, use,or directly benefit from goods,services or privileges provided by a given function or 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 funds and fiduciary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. C. Measurement Focus, Basis of Accounting and Financial Statement Presentation The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. 59 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 1: Summary of Significant Accounting Policies (Continued) Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose,the City considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred,as under accrual accounting. However, debt service expenditures,as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Property taxes,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 which the 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 also be available before it can be recognized. Unearned revenue 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 unearned revenue. 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 the City'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 Service fund 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. The Park fund accounts for the accumulation of 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. 60 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 1: Summary of Significant Accounting Policies (Continued) The City reports the following major proprietary funds: The Sewer fund accounts for the activities of the City's sewage collection utility. The Water fund accounts for the activities of the City's water utility. The Storm Water fund accounts for the activities of the City's storm drainage utility. The Recycling fund accounts for the activities of the City's recycling operations. Additionally,the City reports the following fund types: Fiduciary Funds Custodial funds are used to report fiduciary activities that are not required to be reported in pension (and other employee benefit)trust funds, investment trust 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 nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations.The principal operating revenues of the 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. D. Assets, Deferred Outflows of Resources, Liabilities, Deferred Inflows of Resources and 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 and cash equivalents for purposes of the statement of cash flows. Cash balances from all funds are pooled and invested,to the extent available, in certificates of deposit and other authorized investments. Earnings from such investments are allocated on the basis of applicable participation by each of the funds. 61 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 1: Summary of Significant Accounting Policies (Continued) 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 maturity not 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. The City has the following recurring fair value measurements as of December 31, 2021: • Brokered Certificates of Deposit of$5,665,984 are valued using quoted market prices (Level 2 inputs) • Municipal Bonds of $3,299,533 are values using a matrix pricing model (Level 2 inputs) • Governmental Securities of $1,973,816 are values using a matrix pricing model (Level 1 inputs) 62 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 1: Summary of Significant Accounting Policies (Continued) 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 withdrawals from 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 above which 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 SI PC or other supplemental insurance as of December 31, 2021. 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 of loss 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 a specific 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. 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. 63 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 1: Summary of Significant Accounting Policies (Continued) 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. Special Assessments 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 resources in 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 nonspendable or 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) method and inventories of supplies are reported at cost. Inventories in governmental funds are recorded as expenditures when consumed rather than when purchased. 64 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 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 an estimated useful life of more than one year and an initial individual cost of more than the following: Category Cost Land/Land Improvements $ 10,000 Other Improvements 25,000 Infrastructure 100,000 Buildings 25,000 Building Improvements 25,000 Vehicles 5,000 Other Equipment 5,000 Intangible Assets 10,000 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 reported in 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 items dating 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 life beyond the original estimate. In the case of donations,the City values these capital assets at the acquisition value 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 Assets in Years Land Improvements 5 to 30 Infrastructure 15 to 50 Buildings 15 to 40 Vehicles 3 to 15 Other Equipment 3 to 20 65 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 1: Summary of Significant Accounting Policies (Continued) Deferred Outflows of Resources In addition to assets,the statement of net position 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 two items that qualify for reporting in this category.The loss on refunding bonds reported in the government-wide statement of net position. A loss on 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 Albertville Fire Relief Association is as follows: Total Pension GERP PEPFP FRA Expense Pension Expense $ 70,767 $ 313 $ 165,989 $ 237,069 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. 66 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 1: Summary of Significant Accounting Policies (Continued) 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. Deferred Inflows of Resources In addition to liabilities,the statement of net position 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 net position 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 established by 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 level of 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 Director and/or City Administrator. Unassigned-The residual classification for the General fund and also negative residual amounts in other funds. The City considers restricted amounts to be spent first 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 a fund balance policy for the General fund. The City's policy is to maintain a minimum unassigned fund balance of 35 percent of next year's budgeted operating expenditures for cash-flow timing needs. 67 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 1: Summary of Significant Accounting Policies (Continued) Net Position Net position represents the difference between assets and deferred outflows of resources and liabilities and deferred 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 to use restricted resources first,then unrestricted resources as they are needed. Note 2: Stewardship, Compliance and Accountability A. Budgetary Information An annual budget is adopted 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 Administrator so 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 were no budget amendments made in 2021. B. Deficit Fund Equity The following funds had deficit fund balances as of December 31, 2021: Fund Amount Nonmajor TIF #17 Old Castle $ 351,940 TIF #16 Mold Tech 788 ARPA 755 The deficit fund balances will be eliminated with transfers from other funds and future tax increment. 68 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 2: Stewardship, Compliance and Accountability C. Excess of Expenditures over Appropriations For the year ended December 31, 2021 expenditures exceed appropriations in the following fund: Excess of Expenditures Final Over Fund Budget Actual Appropriations General $ 3,458,127 $ 3,873,116 $ 414,989 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 with Minnesota 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 fair value of collateral pledged must equal 110 percent of the deposits not covered by insurance or bonds, with the 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 powers may 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 safekeeping in 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. 69 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 3: Detailed Notes on All Funds (Continued) At year end,the City's carrying amount of deposits was $2,551,907 and the bank balance was$2,604,400. Of the bank balance, $500,000 as covered by federal depository insurance and the remaining was covered by collateral held by the City's agent in the City's name. Investments As of December 31, 2021,the City had the following investments: Credit Segmented Quality/ Time Fair Value Measurement Using Types of Investments Ratings(1) Distribution(2) Amounts Level 1 Level 2 Level 3 Pooled Investments at Amortized Costs 4M Fund N/A Less than 1 year $ 4,373,937 Broker Money Market Funds N/A Less than 1 year 6,778,145 Non-pooled Investments at Fair Value Brokered Certificates of Deposit N/A Less than 1 year 2,466,174 $ $ 2,466,174 $ Brokered Certificates of Deposit N/A 1 to 5 years 3,199,810 3,199,810 Municipal Bonds AAA Less than 1 year 350,703 350,703 Municipal Bonds AAA 1 to 5 years 563,902 563,902 Municipal Bonds AA+ Less than 1 year 291,525 291,525 Municipal Bonds AA Less than 1 year 100,213 100,213 Municipal Bonds AA 1 to 5 years 1,749,767 1,749,767 Municipal Bonds AA- Less than 1 year 243,423 243,423 Governmental Securities NA Less than 1 year 1,278,494 1,278,494 - Governmental Securities NA 1 to 5 years 695,322 695,322 - Total Investments $ 22,091,415 $ 1,973,816 $ 8,965,517 $ (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 A reconciliation of cash and temporary investments as shown on the financial statements for the City follows: Carrying Amount of Deposits $ 2,551,907 Investments 22,091,415 Cash on Hand 849 Total $ 24,644,171 Cash and Investments Statement of net position Cash and temporary investments $ 24,157,652 Statement of Fiduciary net position 486,519 Total $ 24,644,171 70 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 3: Detailed Notes on All Funds (Continued) B. Capital Assets Capital asset activity for the year ended December 31, 2021 was as follows: Beginning Ending Balance Increases Decreases Balance Governmental Activities Capital Assets not Being Depreciated Land $ 3,983,292 $ - $ - $ 3,983,292 Construction in progress 845,292 601,479 - 1,446,771 Total Capital Assets not Being Depreciated 4,828,584 601,479 - 5,430,063 Capital Assets Being Depreciated Buildings 6,543,862 - - 6,543,862 Infrastructure 31,297,501 - - 31,297,501 Land improvements 2,768,857 150,000 - 2,918,857 Machinery and equipment 1,322,693 24,947 - 1,347,640 Vehicles 2,616,227 170,017 - 2,786,244 Total Capital Assets Being Depreciated 44,549,140 344,964 - 44,894,104 Less Accumulated Depreciation for Buildings (2,458,025) (160,347) - (2,618,372) Infrastructure (20,352,451) (1,039,885) - (21,392,336) Land improvements (1,533,999) (123,545) - (1,657,544) Machinery and equipment (524,752) (95,234) - (619,986) Vehicles (969,587) (169,576) - (1,139,163) Total Accumulated Depreciation (25,838,814) (1,588,587) - (27,427,401) Total Capital Assets Being Depreciated, Net 18,710,326 (1,243,623) - 17,466,703 Governmental Activities Capital Assets, Net $ 23,538,910 $ (642,144) $ - $ 22,896,766 71 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 3: Detailed Notes on All Funds (Continued) Beginning Ending Balance Increases Decreases Balance Business-type Activities Capital Assets not Being Depreciated Land $ 351,834 $ - $ - $ 351,834 Construction in progress 7,964,615 - (7,964,615) - Total Capital Assets not Being Depreciated 8,316,449 - (7,964,615) 351,834 Capital Assets Being Depreciated Buildings 4,719,693 - - 4,719,693 Infrastructure 11,885,741 7,973,649 - 19,859,390 Machinery and equipment 318,497 42,898 - 361,395 Vehicles 472,461 - - 472,461 Total Capital Assets Being Depreciated 17,396,392 8,016,547 - 25,412,939 Less Accumulated Depreciation for Buildings (1,759,508) (117,992) - (1,877,500) Infrastructure (5,137,732) (295,865) - (5,433,597) Machinery and equipment (295,574) (13,670) - (309,244) Vehicles (424,682) (4,543) - (429,225) Total Accumulated Depreciation (7,617,496) (432,070) - (8,049,566) Total Capital Assets Being Depreciated, Net 9,778,896 7,584,477 - 17,363,373 Business-type Activities Capital Assets, Net $ 18,095,345 $ 7,584,477 $ (7,964,615) $ 17,715,207 Depreciation expense was charged to functions/programs of the City as follows: Governmental Activities General government $ 151,856 Public safety 148,580 Public works 1,163,430 Culture and recreation 124,721 Total Depreciation Expense-Governmental Activities $ 1,588,587 Business-type Activities Sewer $ 355,372 Water 39,558 Storm water 37,140 Total Depreciation Expense- Business-type Activities $ 432,070 72 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 3: Detailed Notes on All Funds (Continued) C. Advances to/from other Funds and Transfers The composition of interfund balances as of December 31, 2021 is as follows: Receivable Fund Payable Fund Amount Debt Service Other Governmental Funds $ 358,730 The above funds advanced the above balances to eliminate their deficit cash balances and finance capital projects. Interest is charged at 4 percent interest rate. D. Long-term Debt General Obligation 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 activities and business-type activities. 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. General Obligation Special Assessment Bonds and Improvement Notes The following bonds were issued to finance various improvement projects in the City and will be repaid with the collection of special assessment levies. Interest Issue Maturity Balance at Description Authorized Issued Rate Date Date Year End G.O. Improvement Refunding Bonds, Series 2011 C $ 1,825,000 $ 1,825,000 2.00-3.35 % 08/25/11 02/01/25 $ 590,000 G.O. Improvement Refunding Bonds, Series 2012A 2,310,000 2,310,000 1.00-2.00 04/10/12 02/01/23 730,000 G.O. Improvement Refunding Bonds, Series 2012B 3,215,000 3,215,000 0.50-2.35 05/10/12 12/01/25 990,000 General Obligation Improvement Note, Series 2012 4,113,700 3,278,551 1.277 03/23/12 08/20/32 2,064,000 Total G.O. Special Assessment Bonds and Improvement Notes $ 4,374,000 73 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 3: Detailed Notes on All Funds (Continued) Annual debt service requirements to maturity for general obligation special assessment bonds are as follows: Year Ending Governmental Activities Business-type Activities December 31, Principal Interest Total Principal Interest Total 2021 $ 876,000 $ 72,587 $ 948,587 $ 80,000 $ 2,500 $ 82,500 2022 813,000 55,649 868,649 85,000 850 85,850 2023 581,000 41,047 622,047 - - - 2024 593,000 28,114 621,114 - - - 2025 185,000 17,188 202,188 - - - 2026-2030 961,000 49,905 1,010,905 - - - 2031 -2032 200,000 2,554 202,554 - - - Total $ 4,209,000 $ 267,044 $ 4,476,044 $ 165,000 $ 3,350 $ 168,350 General Obligation Revenue Bonds The following bonds were issued to finance capital improvements in the enterprise funds. They will be repaid from future net operating revenues and transfers in from the enterprise funds and are backed by the 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: Sewer Water Storm Water Net Operating Revenues $ 927,848 $ 427,597 $ 280,898 Principal and Interest 658,741 11,054 79,050 Percentage of Revenues 71% 3% 28% The components of the general obligation revenues bonds are as follows: Authorized Interest Issue Maturity Balance at Description and Issued Rate Date Date Year End G.O. Utility Revenue Bonds, Series 2011 A $ 520,000 1.10-3.70 % 04/21/11 02/01/26 $ 195,000 G.O. Sewer Revenue Refunding Bonds, Series 2013A 2,515,000 .70-2.10 01/24/13 12/01/25 1,050,000 G.O. Sewer Revenue Series 2019A 5,720,000 2.00-3.00 09/24/19 02/01/39 5,190,000 Total G.O. Revenue Bonds $ 6,435,000 74 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 3: Detailed Notes on All Funds (Continued) Annual debt service requirements to maturity for general obligation revenue bonds are as follows: Year Ending Business-type Activities December 31, Principal Interest Total 2021 $ 520,000 $ 145,004 $ 665,004 2022 540,000 132,344 672,344 2023 550,000 118,969 668,969 2024 560,000 104,764 664,764 2025 300,000 89,964 389,964 2026-2030 1,400,000 345,570 1,745,570 2031 -2035 1,555,000 195,676 1,750,676 2036-2039 1,010,000 34,442 1,044,442 Total $ 6,435,000 $ 1,166,733 $ 7,601,733 Changes in Long-term Liabilities Long-term liability activity for the year ended December 31, 2021 was as follows: Beginning Ending Due Within Balance Increases Decreases Balance One Year Governmental Activities Bonds Payable G.O. Special Assessment bonds $ 5,073,000 $ - $ (864,000) $ 4,209,000 $ 876,000 Unamortized premium 31,343 - (6,732) 24,611 - Total Bonds Payable 5,104,343 - (870,732) 4,233,611 876,000 Compensated Absences Payable 154,074 74,949 (105,320) 123,703 92,778 Governmental Activity Long-term Liabilities $ 5,258,418 $ 74,949 $ (976,052) $ 4,357,314 $ 968,778 Business-type Activities Bonds Payable G.O. Revenue bonds $ 6,945,000 $ - $ (510,000) $ 6,435,000 $ 520,000 Unamortized premium 119,673 - (7,053) 112,620 - G.O. Special Assessment bonds 240,000 - (75,000) 165,000 80,000 Unamortized premium 2,617 - (1,306) 1,311 - Total Bonds Payable 7,307,290 - (593,359) 6,713,931 600,000 Compensated Absences Payable 88,762 48,306 (61,355) 75,713 56,784 Business-type Activity Long-term Liabilities $ 7,396,052 $ 48,306 $ (654,714) $ 6,789,644 $ 656,784 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. 75 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 3: Detailed Notes on All Funds (Continued) E. Components of Fund Balance At December 31, 2021, 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 Purpose Amount Nonspendable General Land held for resale $ 51,000 General Prepaid items 85,098 Total Nonspendable 136,098 Restricted Debt Service Debt Service 3,073,238 Park Park improvements 896,436 Other governmental funds Tax increment financing 121,215 Total Restricted 4,090,889 Commited Other governmental funds Revolving loan 155,950 Assigned Capital Outlay Reserve Future capital projects 5,634,162 Unassigned General 2,178,219 Other governmental funds (353,483) Total Unassigned 1,824,736 Total $ 11,841,835 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 Plan All full-time and certain part-time employees of the City are covered by the General Employees Plan. General Employees Plan members belong to the Coordinated Plan. Coordinated Plan members are covered by Social Security. Public Employees Police and Fire Plan The Police and Fire Plan,originally established for police officers and firefighters not covered by a local relief association, now covers all police officers and firefighters hired since 1980.Effective July 1, 1999,the Police and Fire Plan also covers police officers and firefighters belonging to a local relief association that elected to merge with and transfer assets and administration to PERA. 76 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 4: Defined Benefit Pension Plans - Statewide (Continued) B. Benefits Provided PERA provides retirement, disability and death benefits. Benefit provisions are established by state statute and can only be modified by the state legislature. Vested,terminated employees who are entitled to benefits but are not receiving them yet are bound by the provisions in effect at the time they last terminated their public service. General Employees Plan Benefits General Employees Plan 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 of average salary 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. The postretirement increase is equal to 50 percent of the cost-of-living adjustment (COLA) announced by the SSA,with a minimum increase of at least 1 percent and a maximum of 1.5 percent. Recipients that have been receiving the annuity or benefit for at least a full year as of the June 30 before the effective date of the increase will receive the full increase. Recipients receiving the annuity or benefit for at least one month but less than a full year as of the June 30 before the effective date of the increase will receive a reduced prorated increase. For members retiring on January 1,2024,or later,the increase will be delayed until normal retirement age (age 65 if hired prior to July 1, 1989, or age 66 for individuals hired on or after July 1, 1989). Members retiring under Rule of 90 are exempt from the delay to normal retirement. Police and Fire Plan Benefits Benefits for Police and Fire Plan members first hired after June 30,2010, but before July 1,2014 vest on a prorated basis from 50 percent after five years up to 100 percent after ten years of credited service. Benefits for Police and Fire Plan members first hired after June 30,2014 vest on a prorated basis from 50 percent after ten years up to 100 percent after twenty years of credited service. The annuity accrual rate is 3 percent of average salary for each year of service. For Police and Fire Plan members who were first hired prior to July 1, 1989,a full annuity is available when age plus years of service equal at least 90. Benefit increases are provided to benefit recipients each January. The postretirement increase is 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 increase-will receive the full increase. For recipients receiving the annuity or benefit for at least 25 months but less than 36 months as of the June 30 before the effective date of the increase will receive a reduced prorated increase. C. Contributions Minnesota statutes chapter 353 sets the rates for employer and employee contributions. Contribution rates can only be modified by the state Legislature. General Employees Fund Contributions Coordinated Plan members were required to contribute 6.50 percent of their annual covered salary in fiscal year 2021 and the City was required to contribute 7.50 percent for Coordinated Plan members in fiscal year 2021. The City's contributions to the General Employees Fund for the years ending December 31, 2021, 2020 and 2019 were $99,408, $95,790 and $90,361 , respectively.The City's contributions were equal to the required contributions for each year as set by state statute. 77 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 4: Defined Benefit Pension Plans - Statewide (Continued) Police and Fire Fund Contributions Police and Fire Plan members were required to contribute 11.80 percent of their annual covered salary in fiscal year 2021 and the City was required to contribute 17.70 percent for Police and Fire Plan members. The City's contributions to the Police and Fire Fund for the years ending December 31, 2021,2020 and 2019 were $21,738, $20,812 and $17,055, respectively. The City's contributions were equal to the required contributions for each year as set by state statute. D. Pension Costs General Employees Fund Pension Costs At December 31, 2021,the City reported a liability of$772,951 for its proportionate share of the General 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. 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 $23,664. The net pension liability was measured as of June 30,2021,and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The City's proportionate share of the net pension liability was based on the City's contributions received by PERA during the measurement period for employer payroll paid dates from July 1, 2020 through June 30, 2021 relative to the total employer contributions received from all of PERA's participating employers. The City's proportionate share was 0.0181 percent which was an increase of 0.0007 percent decrease from its proportion measured as of June 30, 2020. City's Proportianate Share of the Net Pension Liability $ 772,951 State of Minnesota's Proportionate Share of the Net Pension Liability Associated with the City 23,664 Total $ 796,615 For the year ended December 31, 2021,the City recognized a pension expense of$68,859 for its proportionate share of the General Employees Fund's pension expense. In addition,the City recognized an additional $1,909 as 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, 2021,the City reported its proportionate share of General Employees Fund's deferred outflows of resources and deferred inflows of resources, related to pensions from the following sources: Deferred Deferred Outflows Inflows of Resources of Resources Differences Between Expected and Actual Experience $ 4,224 $ 23,548 Changes in Actuarial Assumptions 471,948 16,046 Net Difference Between Projected and Actual Earnings on Plan Investments - 666,954 Changes in Proportion 83,090 - Contributions to PERA Subsequent to the Measurement Date 49,240 - Total $ 608,502 $ 706,548 78 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 4: Defined Benefit Pension Plans - Statewide (Continued) 2022 $ 24,197 2023 18,134 2024 (7,035) 2025 (182,582) The$49,240 reported as deferred outflows of resources related 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, 2022. Other amounts reported as deferred outflows and inflows of resources related to GERF pensions will be recognized in pension expense as follows: Police and Fire Fund Pension Costs At December 31, 2021,the City reported a liability of$78,733 for its proportionate share of the Police and Fire Fund's net pension liability. The net pension liability was measured as of June 30, 2021,and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The City's proportionate share of the net pension liability was based on the City's contributions received by PERA during the measurement period for employer payroll paid dates from July 1, 2020 through June 30,2021 relative to the total employer contributions received from all of PERA's participating employers. At June 30, 2021,the City's proportionate share was 0.0102 percent which was an increase of 0.0003 percent from its proportionate share measured as of June 30, 2020. The State of Minnesota contributed $18 million to the Police and Fire Fund in the plan fiscal year ended June 30, 2021. The contribution consisted of$9 million in direct state aid that does meet the definition of a special funding situation and $9 million in supplemental state aid that does not meet the definition of a special funding situation.The$9 million direct state was paid on October 1,2020. Thereafter, by October 1 of each year,the state will pay$9 million to the Police and Fire Fund until full funding is reached or July 1,2048,whichever is earlier. The$9 million in supplemental state aid will continue until the fund is 90 percent funded, or until the State Patrol Plan (administered by the Minnesota State Retirement System) is 90 percent funded,whichever occurs later. Strong asset returns for the fiscal year ended 2021 will accelerate the phasing out of these state contributions,although we do not anticipate them to be phased out during the fiscal year ending 2022. The State of Minnesota is not included as a non-employer contributing entity in the Police and Fire Pension Plan pension allocation schedules for the$9 million in supplemental state aid. The City also recognized negative pension expense $328 for the year ended December 31,2020 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. In addition,the City recognized an additional $641 as pension expense(grant revenue)for its proportionate share of the State of Minnesota's contribution of$9 million to the Police and Fire Fund. At December 31, 2021,the City reported its proportionate share of the Police and Fire Plan's deferred outflows of resources and deferred inflows of resources from the following sources: Deferred Deferred Outflows Inflows of Resources of Resources Differences Between Expected and Actual Experience $ 15,057 $ 416 Changes in Actuarial Assumptions 117,587 40,295 Net Difference Between Projected and Actual Earnings on Plan Investments - 150,385 Changes in Proportion 14,510 1,224 Contributions to PERA Subsequent to the Measurement Date 10,887 - Total $ 158,041 $ 192,320 79 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 4: Defined Benefit Pension Plans - Statewide (Continued) The$10,887 reported 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, 2022. Other amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as follows: 2022 $ (44,829) 2023 (7,089) 2024 (6,223) 2025 (12,358) 2026 25,333 E. Actuarial Assumptions The total pension liability in the June 30, 2021 actuarial valuation was determined using an individual entry-age normal actuarial cost method.The long-term rate of return on pension plan investments used in the determination of the total liability is 6.5 percent. This assumption is based on a review of inflation and investments return assumptions from a number of national investment consulting firms. The review provided a range of return investment return rates deemed to be reasonable by the actuary.An investment return of 6.5 percent was deemed to be within that range of reasonableness for financial reporting purposes. Inflation is assumed to be 2.25 percent for the General Employees Plan and 2.25 percent for the Police and Fire Plan. Benefit increases after retirement are assumed to be 1.25 percent for the General Employees Plan. The Police and Fire Plan benefit increase is fixed at 1 percent per year and that increase was used in the valuation. Salary growth assumptions in the General Employees Plan range in annual increments from 10.25 percent after one year of service to 3.0 percent after 29 years of service and 6.0 percent per year thereafter. In the Police and Fire Plan, salary growth assumptions range from 11.75 percent after one year of service to 3.0 percent after 24 years of service. Mortality rates for the General Employees Plan are based on the Pub-2010 General Employee Mortality Table. Mortality rates for the Police and Fire Plan is based on the Pub-2010 Public Safety Employee Mortality tables.The tables are adjusted slightly to fit PERA's experience. Actuarial assumptions used in the June 30, 2021 valuation were based on the results of actuarial experience studies. The most recent four-year experience study in the General Employees Plan was completed in 2019.The assumption changes were adopted by the Board and become effective with the July 1,2020 actuarial valuation. The most recent four-year experience study for the Police and Fire Plan was completed in 2020 were adopted by the Board and became effective with the July 1, 2021 actuarial valuation. The following changes in actuarial assumptions and plan provisions occurred in 2021: General Employees Fund Changes in Actuarial Assumptions • The investment return and single discount rates were changed from 7.50 percent to 6.50 percent, for financial reporting purposes. • The mortality improvement scale was changed from Scale MP-2019 to Scale MP-2020. Changes in Plan Provisions • There were no changes in plan provisions since the previous valuation. 80 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 4: Defined Benefit Pension Plans - Statewide (Continued) Police and Fire Fund Changes in Actuarial Assumptions • The investment return and single discount rates were changed from 7.50 percent to 6.50 percent, for financial reporting purposes. • The inflation assumption was changed from 2.50 percent to 2.25 percent. • The payroll growth assumption was changed from 3.25 percent to 3.00 percent. • The base mortality table for healthy annuitants and employees was changed from the RP-2014 table to the Pub- 2010 Public Safety Mortality table.The mortality improvement scale was changed from MP-2019 to MN-2020. • The base mortality table for disabled annuitants was changed from the RP-2014 healthy annuitant mortality table (with future mortality improvement according to Scale MP-2019)to the Pub-2010 Public Safety disabled annuitant mortality table(with future mortality improvement according to Scale MP-2020). • Assumed rates of salary increase were modified as recommended in the July 14, 2020 experience study.The overall impact is a decrease in gross salary increase rates. • Assumed rates of retirement were changed as recommended in the July 14, 2020 experience study.The changes result in slightly more unreduced retirements and fewer assumed early retirements. • Assumed rates of withdrawal were changed from select and ultimate rates to service-based rates. The changes result in more assumed terminations. • Assumed rates of disability were increased for ages 25-44 and decreased for ages over 49. Overall, proposed rates result in more projected disabilities. • Assumed percent married for active female members was changed from 60 percent to 70 percent. Minor changes to form of payment assumptions were applied. Changes in Plan Provisions • There have been no changes since the prior valuation. 81 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 4: Defined Benefit Pension Plans - Statewide (Continued) The State Board of Investment,which manages the investments of PERA, prepares an analysis of the reasonableness on a regular basis of the long-term expected rate of return using a building-block method in which best-estimate ranges of expected future rates of return are developed for each major asset class.These ranges are combined to produce an expected long-term rate of return by weighting the expected future rates of return by the target asset allocation percentages. The target allocation and best estimates of geometric real rates of return for each major asset class are summarized in the following table: Long-term Target Expected Real Asset Class Allocation Rate of Return Domestic Stocks 33.50 % 5.10 % Alternative Assets (Private Markets) 25.00 5.90 Bonds (Fixed Income) 25.00 0.75 International Stocks 16.50 5.30 Total 100.00 % F. Discount Rate The discount rate used to measure the total pension liability in 2021 was 6.50 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 Fund and the Police and Fire Fund were projected to be available to make all projected future benefit payments of current plan members.Therefore,the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. G. Pension Liability Sensitivity The following 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 one percentage point lower or one percentage point higher than the current discount rate: City's Proportionate Share of NPL 1 Percent 1 Percent Decrease (5.50%) Current (6.50%) Increase(7.50%) General Employees Fund $ 1,576,426 $ 772,951 $ 113,651 City's Proportionate Share of NPL 1 Percent 1 Percent Decrease (5.50%) Current (6.50%) Increase(7.50%) Police and Fire Fund $ 249,965 $ 78,733 $ (61,634) H. Pension Plan Fiduciary Net Position Detailed information about each pension plan's fiduciary net position is available in a separately-issued PERA financial report that includes financial statements and required supplementary information. That report may be obtained on the Internet at www.mnpera.org. 82 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 5: Defined Benefit Pension Plans - Fire Relief Association A. Plan Description All members of the Albertville 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, 2021,the plan covered 26 active firefighters and 8 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 fund the retirement benefits earned by the Department's membership. Funding for the Association is derived from an insurance premium tax in accordance with the Volunteer Firefighter's Relief Association Financing Guidelines Act of 1971 (chapter 261 as amended by chapter 509 of Minnesota statutes 1980). Funds are also derived from investment income. B. Benefits Provided A firefighter who completes at least 20 years as an active member of the Department is entitled,after age 50,to a full service pension upon retirement. 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 60 percent 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 in fire state aid to the plan on behalf of the Albertville Fire Department for the year ended December 31,2020,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. 83 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 5: Defined Benefit Pension Plans - Fire Relief Association (Continued) D. Pension Costs At December 31, 2021,the City reported a net pension liability(asset) of($392,442) for the Volunteer Firefighter Fund. The net pension asset was measured as of December 31, 2021.The total pension asset used to calculate the net pension asset in accordance with GASB 68 was determined by PERA applying an actuarial formula to specific census data certified by the Department. The following table presents the changes in net pension liability(asset) during the year. Total Plan Net Pension Fiduciary Pension Liability Net Position Liability(Asset) (a) (b) (a-b) Beginning Balance January 1,2021 $ 590,780 $ 953,366 $ (362,586) Changes for the Year Service cost 33,673 - 33,673 Interest cost 33,067 - 33,067 Assumption changes 10,363 - 10,363 Plan changes 77,330 - 77,330 Projected investment earnings - 53,751 (53,751) Contributions (State) - 95,841 (95,841) Asset (gain)/loss (3,488) 32,707 (36,195) Benefit payouts (46,480) (46,480) - Administrative costs - (1,498) 1,498 Total Net Changes 104,465 134,321 (29,856) Ending Balance December 31,2021 $ 695,245 $ 1,087,687 $ (392,442) For the year ended December 31, 2021,the City recognized a pension expense of$165,989. At December 31, 2021,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: Deferred Deferred Outflows Inflows of Resources of Resources Differences Between Expected and Actual Experience $ - $ 27,009 Changes in Actuarial Assumptions 9,211 17,116 Investment Gains - 66,294 Contributions to Plan Subsequent to the Measurement Date 91,777 - Total $ 100,988 $ 110,419 84 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 5: Defined Benefit Pension Plans - Fire Relief Association (Continued) Deferred outflows of resources totaling $101,590 related to pensions resulting from the City's contributions to the plan subsequent to the measurement date will be recognized as a reduction of the net pension asset in the year ended December 31, 2022. Other amounts reported as deferred outflows of resources related to the plan will be recognized in pension expense as follows: 2022 $ (27,858) 2023 (18,110) 2024 (35,123) 2025 (13,651) 2026 (6,466) E. Actuarial Assumptions The total pension asset at December 31, 2021 was determined using the entry age normal actuarial cost method and the following actuarial assumptions: Retirement Eligibility at 100 Percent of Age 50 Salary Increases 2.50% per year Cost of Living Increases N/A Investment Rate of Return 5.00% 20 Year Municipal Bond Yield 3.50% There were no changes in actuarial assumptions in 2021. 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 the portfolio. The target allocation and best estimates of geometric real rates of return for each major asset class are summarized in the following table: Long-term Target Expected Real Asset Class Allocation Rate of Return Equities 52.00 % 7.00 % Fixed Income 33.00 3.00 Other 2.00 6.00 Cash 13.00 2.00 Total 100.00 % F. Discount Rate The discount rate used to measure the total 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 specified in statute. 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. 85 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 5: Defined Benefit Pension Plans - Fire Relief Association (Continued) G. Pension Liability 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 Percent 1 Percent Decrease(4.50%) Current (5.50%) Increase (6.50%) Defined Benefit Plan $ (368,373) $ (392,442) $ (415,453) 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 provide water 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 consists of a six-member Board 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' s agreement states 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 2020,the most recent available, is summarized below. Separate financial statements can be obtained by writing to the Joint Powers Water Board, 11100 50th Street NE, Albertville, Minnesota 55301. Joint Powers Water Board Statement of Net Position December 31, 2020 Assets and Deferred Outflow of Resources $ 27,527,140 Liabilities $ 831,800 Net Position 26,695,340 Total Liabilities and Net Position $ 27,527,140 86 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 6: Joint Ventures (Continued) Joint Powers Water Board Summary Statement of Activities For the Year Ended December 31,2020 Operating Revenues $ 2,578,760 Operating Expenses 1,873,888 Operating Income 704,872 Net Nonoperating Revenues 1,233,330 Change in Net Position 1,938,202 Net Position,January 1 24,757,138 Net Position, December 31 $ 26,695,340 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 sheet was opened by Independent 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-sixth equity financial interest of$224,132 as of December 31,2021. Separate financial statements can be obtained by contacting Tina Lannes, Finance Director at Albertville City Hall. St. Michael -Albertville Ice Arena Statement of Net Position December 31, 2021 Assets $ 1,634,069 Liabilities $ 39,277 Net Position 1,594,792 Total Liabilities and Net Position $ 1,634,069 87 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 Note 6: Joint Ventures (Continued) St. Michael -Albertville Ice Arena Summary Statement of Activities December 31, 2021 Program Revenues $ 797,793 Expenses (723,293) Interest Revenue (334) Change in Net Position 73,832 Net Position,January 1 1,520,960 Net Position, December 31 $ 1,594,792 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 approximately 800 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 three percent 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 fund revenues or tax increments. The City's applicable debt does not exceed the limit. 88 City of Albertville, Minnesota Notes to the Financial Statements December 31, 2021 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 projects deemed to be in the public interest. Although these bonds bear the name of the City,the City,the State, nor any political subdivision thereof is obligated in any manner for repayment of the bonds. Accordingly,the bonds are not reported as liabilities in the accompanying financial statements. Authorized Balance at Description and Issued Year End Multifamily Housing Revenue Refunding Bonds,Series 2007 $ 3,540,000 $ 2,805,000 Multifamily Housing Revenue Bonds,Series 2010A 4,750,000 4,005,000 Multifamily Housing Revenue Bonds,Series 2010B 3,300,000 3,120,000 Total Conduit Debt $ 11,590,000 $ 9,930,000 D. Tax Increment Financing Districts The City's tax increment districts are subject to review by the State of Minnesota Office of the State Auditor(OSA).Any disallowed claims or misuse of tax increments could become a liability of the applicable fund. Management has indicated that they are not aware of any instances of noncompliance which would have a material effect on the financial statements. E. Commitment Cost 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: COVID-19 On January 30,2020,the World Health Organization ("WHO") announced a global health emergency because of a new strain of coronavirus ("COVID-19") and the risks to the international community as virus spreads globally. On March 11,2020,the WHO classified the COVID-19 outbreak as a pandemic, based on the rapid increase in exposure globally. In response to the pandemic,the State of Minnesota has issued stay-at-home orders and other measures aimed at slowing the spread of the coronavirus. The full impact of the COVID-19 outbreak continues to evolve as of the date of this report. Due to the rapid development and fluidity of this situation,the City cannot determine the ultimate impact that the COVID-19 pandemic will have on its financial condition, liquidity,and future revenue collection, and therefore any prediction as to the ultimate impact on the City's financial condition, liquidity,and future results of its revenue collections is uncertain. 89 THIS PAGE IS LEFT BLANK INTENTIONALLY 90 REQUIRED SUPPLEMENTARY INFORMATION CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2021 91 City of Albertville, Minnesota Required Supplementary Information For the Year Ended December 31,2021 Schedule of Employer's Share of PERA Net Pension Liability- General Employees Fund City's State's Proportionate Proportionate Share of the City's Share of Net Pension Proportionate the Net Pension Liability as a Plan Fiduciary City's Share of Liability City's Percentage of Net Position Fiscal Proportion of the Net Pension Associated with Covered Covered as a Percentage Year the Net Pensior Liability the City Total Payroll Payroll of the Total Ending Liability (a) (b) (a+b) (c) (a/c) Pension Liability 06/30/21 0.0181 % $ 772,951 $ 23,664 $ 796,615 $ 1,306,061 59.2 % 87.0 % 06/30/20 0.0174 1,043,210 32,283 1,075,493 1,244,313 83.8 79.0 06/30/19 0.0161 890,133 27,665 917,798 1,133,606 78.5 80.2 06/30/18 0.0147 815,496 26,781 842,277 986,845 82.6 79.5 06/30/17 0.0151 963,974 12,125 976,099 1,010,559 95.4 75.9 06/30/16 0.0155 1,258,523 16,464 1,274,987 921,545 136.6 68.9 06/30/15 0.0150 777,378 - 777,378 866,860 89.7 78.2 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 Statutorily Statutorily Contribution City's Contributions as Required Required Deficiency Covered a Percentage of Year Contribution Contribution (Excess) Payroll Covered Payroll Ending (a) (b) (a-b) (c) (b/c) 12/31/21 $ 99,408 $ 99,408 $ $ 1,325,438 7.5 % 12/31/20 95,790 95,790 - 1,277,201 7.5 12/31/19 90,361 90,361 - 1,204,809 7.5 12/31/18 77,347 77,347 - 1,031,293 7.5 12/31/17 72,910 72,910 - 972,129 7.5 12/31/16 72,244 72,244 - 963,255 7.5 12/31/15 66,929 66,929 - 892,386 7.5 Note:Schedule is intended to show 10 year trend.Additional years will be reported as they become available. 92 City of Albertville, Minnesota Required Supplementary Information (Continued) For the Year Ended December 31,2021 Notes to the Required Supplementary Information -General Employee Fund Changes in Actuarial Assumptions 2021 -The investment return and single discount rates were changed from 7.50 percent to 6.50 percent,for financial reporting purposes.The mortality improvement scale was changed from Scale MP-2019 to Scale MP-2020. 2020 -The price inflation assumption was decreased from 2.50%to 2.25%.The payroll growth assumption was decreased from 3.25%to 3.00%.Assumed salary increase rates were changed as recommended in the June 30,2019 experience study. The net effect is assumed rates that average 0.25% less than previous rates. Assumed rates of retirement were changed as recommended in the June 30, 2019 experience study.The changes result in more unreduced (normal) retirements and slightly fewer Rule of 90 and early retirements. Assumed rates of termination were changed as recommended in the June 30,2019 experience study. The new rates are based on service and are generally lower than the previous rates for years 2-5 and slightly higher thereafter.Assumed rates of disability were changed as recommended in the June 30,2019 experience study.The change results in fewer predicted disability retirements for males and females. The base mortality table for healthy annuitants and employees was changed from the RP-2014 table to the Pub-2010 General Mortality table, with adjustments.The base mortality table for disabled annuitants was changed from the RP- 2014 disabled annuitant mortality table to the PUB-2010 General/Teacher disabled annuitant mortality table, with adjustments. The mortality improvement scale was changed from Scale MP-2018 to Scale MP-2019.The assumed spouse age difference was changed from two years older for females to one year older. The assumed number of married male new retirees electing the 100%Joint&Survivor option changed from 35%to 45%. The assumed number of married female new retirees electing the 100%Joint&Survivor option changed from 15%to 30%.The corresponding number of married new retirees electing the Life annuity option was adjusted accordingly. 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 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 2035 and 2.5 percent per year thereafter. 93 City of Albertville, Minnesota Required Supplementary Information (Continued) For the Year Ended December 31,2021 Notes to the Required Supplementary Information -General Employee Fund (Continued) Changes in Plan Provisions 2021 -No changes noted. 2020 -Augmentation for current privatized members was reduced to 2.0%for the period July 1,2020 through December 31, 2023 and 0.0%after.Augmentation was eliminated for privatizations occurring after June 30, 2020. 2019 -The employer supplemental contribution was changed prospectively,decreasing from $31.0 million to$21.0 million per year. The state's special funding contribution was changed prospectively, requiring $16.0 million due per year through 2031. 2018 -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. 2016-No changes noted. 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 fiduciary plan net position by$892 million. Upon consolidation,state and employer contributions were revised. 94 City of Albertville, Minnesota Required Supplementary Information (Continued) For the Year Ended December 31,2021 Schedule of Employer's Share of PERA Net Pension Liability- Police and Fire Fund City's State's Proportionate Proportionate Share of the City's Share of Net Pension Proportionate the Net Pension Liability as a Plan Fiduciary City's Share of Liability City's Percentage of Net Position Fiscal Proportion of the Net Pension Associated with Covered Covered as a Percentage Year the Net Pension Liability the City Total Payroll Payroll of the Total Ending Liability (a) (b) (a+b) (c) (a/c) Pension Liability 06/30/21 0.0102 % $ 78,733 $ 3,520 $ 78,733 $ 120,137 65.5 % 93.7 % 06/30/20 0.0099 130,493 87,099 130,493 116,132 112.4 87.2 06/30/19 0.0090 95,814 - 95,814 95,184 100.7 89.3 06/30/18 0.0088 93,799 121,511 96,188 97.5 88.8 06/30/17 0.0090 121,511 121,511 89,111 136.4 85.4 06/30/16 0.0090 361,186 361,186 84,960 425.1 63.9 06/30/15 0.0090 102,261 102,261 61,377 166.6 86.6 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 Statutorily Statutorily Contribution City's Contributions as Required Required Deficiency Covered a Percentage of Year Contribution Contribution (Excess) Payroll Covered Payroll Ending (a) (b) (a-b) (c) (b/c) 12/31/21 $ 21,738 $ 21,738 $ - $ 122,814 17.70 % 12/31/20 20,812 20,812 - 122,785 16.95 12/31/19 17,055 17,055 - 105,275 16.20 12/31/18 15,197 15,197 - 93,809 16.20 12/31/17 14,820 14,820 - 91,482 16.20 12/31/16 14,111 14,111 - 87,106 16.20 12/31/15 9,943 9,943 - 61,378 16.20 Note:Schedule is intended to show 10 year trend.Additional years will be reported as they become available. 95 City of Albertville, Minnesota Required Supplementary Information (Continued) For the Year Ended December 31,2021 Notes to the Required Supplementary Information - Police and Fire Fund Changes in Actuarial Assumptions 2021 -The investment return and single discount rates were changed from 7.50 percent to 6.50 percent,for financial reporting purposes.The inflation assumption was changed from 2.50 percent to 2.25 percent. The payroll growth assumption was changed from 3.25 percent to 3.00 percent.The base mortality table for healthy annuitants and employees was changed from the RP-2014 table to the Pub-2010 Public Safety Mortality table.The mortality improvement scale was changed from MP-2019 to MN-2020.The base mortality table for disabled annuitants was changed from the RP-2014 healthy annuitant mortality table(with future mortality improvement according to Scale MP-2019)to the Pub- 2010 Public Safety disabled annuitant mortality table(with future mortality improvement according to Scale MP-2020). Assumed rates of salary increase were modified as recommended in the July 14, 2020 experience study.The overall impact is a decrease in gross salary increase rates.Assumed rates of retirement were changed as recommended in the July 14,2020 experience study. The changes result in slightly more unreduced retirements and fewer assumed early retirements. Assumed rates of withdrawal were changed from select and ultimate rates to service-based rates.The changes result in more assumed terminations. Assumed rates of disability were increased for ages 25-44 and decreased for ages over 49. Overall, proposed rates result in more projected disabilities.Assumed percent married for active female members was changed from 60 percent to 70 percent. Minor changes to form of payment assumptions were applied. 2020 -The mortality projection scale was changed from MP-2018 to MP-2019. 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. 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 year thereafter. 96 City of Albertville, Minnesota Required Supplementary Information (Continued) For the Year Ended December 31,2021 Notes to the Required Supplementary Information - Police and Fire Fund (Continued) Changes in Plan Provisions 2021 -No changes noted. 2020 -No changes noted. 2019 -No changes noted. 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 end date 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 and 2.00 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 rates were 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. 2016-No changes noted. 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,to a fixed rate of 2.5 percent. 97 City of Albertville, Minnesota Required Supplementary Information (Continued) For the Year Ended December 31,2021 Schedule of Changes in the Fire Relief Association's Net Pension Liability(Asset)and Related Ratios 2021 2020 2019 2018 2017 2016 2015 Total Pension Liability Service cost $ 33,673 $ 32,852 $ 32,747 $ 29,490 $ 15,570 $ 16,177 $ 14,820 Interest on pension liability(asset) 33,067 34,839 31,217 27,065 30,956 32,273 35,420 Changes of benefit terms 77,330 - 37,505 40,146 104,288 - - Differences between expected and actual experience - - - - Gain or loss (3,488) (5,308) (40,750) Changes of assumptions 10,363 (9,656) (21,365) Benefit payments (46,480) (155,000) - (33,851) (41,296) (127,238) - Net Change in Total Pension Liability 104,465 (87,309) 86,505 62,850 47,403 (78,788) 50,240 Total Pension Liability-January 1 590,780 678,089 591,584 528,734 481,331 560,119 509,879 Total Pension Liability-December 31(a) $ 695,245 $ 590,780 $ 678,089 $ 591,584 $ 528,734 $ 481,331 $ 560,119 Plan Fiduciary Net Position Employer contributions $ - $ - $ - $ - $ - $ - $ 11,877 Nonemployer contributions 88,875 79,430 67,699 65,732 69,454 65,940 37,411 Projected investment return - 46,140 44,300 37,625 45,246 46,826 45,479 Gain(loss) 86,458 107,361 (85,101) 48,772 (15,836) (53,155) (16,151) Benefit payments (46,480) (155,000) - (33,851) (41,296) (127,238) Administrative expenses (1,498) (2,513) (2,182) (3,204) (2,835) (5,205) Other 6,966 Net Change in Plan Fiduciary Net Position 134,321 75,418 24,716 115,074 54,733 (67,627) 73,411 Plan Fiduciary Net Position-January 1 953,366 877,948 853,232 738,158 683,425 751,052 677,641 Plan Fiduciary Net Position-December 31(b) $ 1,087,687 $ 953,366 $ 877,948 $ 853,232 $ 738,158 $ 683,425 $ 751,052 Fire Relief's Net Pension Liability(Asset)-December 31(a-b) $ (392,442) $ (362,586) $ (199,859) $ (261,648) $ (209,424) $ (202,094) $ (190,933) Plan Fiduciary Net Position as a Percentage of the Total Pension Liability(b/a) 156.45% 161.37% 129.47% 144.23% 139.61% 141.99% 134.09% Covered-employee Payroll N/A N/A N/A N/A N/A N/A N/A Fire Relief's Net Pension Liability(Asset)as a Percentage of Covered-employee Payroll N/A N/A N/A N/A N/A N/A N/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 ofAssumptions. 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. 98 City of Albertville, Minnesota Required Supplementary Information (Continued) For the Year Ended December 31,2021 Schedule of Employer's Fire Relief Association Contributions Actuarial Actual Contribution Determined Contributions Deficiency Year Contribution Paid (Excess) Ending (a) (b) (a-b) 12/31/21 * $ - $ - $ 12/31/20 183,554 183,554 12/31/19 184,292 188,037 (3,745) 12/31/18 144,183 183,253 (39,070) 12/31/17 144,183 181,662 (37,479) 12/31/16 165,022 203,653 (38,631) 12/31/15 44,859 44,859 12/31/14 49,288 49,288 - * Information not available at time of audit. Note:Schedule is intended to show 10-year trend. Additional years will be reported as they become available. 99 THIS PAGE IS LEFT BLANK INTENTIONALLY 100 COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2021 101 THIS PAGE IS LEFT BLANK INTENTIONALLY 102 NONMAJOR GOVERNMENTAL FUNDS CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2021 103 City of Albertville, Minnesota Nonmajor Governmental Funds Combining Balance Sheet December 31,2021 Total Special Capital Nonmajor Revenue Projects Funds Assets Cash and temporary investments $ 519,639 $ 153,817 $ 673,456 Liabilities Accounts and contracts payable $ - $ 26,600 $ 26,600 Advances from other funds - 358,730 358,730 Unearned revenue 364,444 - 364,444 Total Liabilities 364,444 385,330 749,774 Fund Balances Restricted - 121,215 121,215 Committed 155,950 - 155,950 Unassigned (755) (352,728) (353,483) Total Fund Balances 155,195 (231,513) (76,318) Total Liabilities and Fund Balances $ 519,639 $ 153,817 $ 673,456 104 City of Albertville, Minnesota Nonmajor Governmental Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the Year Ended December 31,2021 Total Special Capital Nonmajor Revenue Projects Funds Revenues Tax increments $ - $ 220,464 $ 220,464 Interest on investments (loss) (948) (257) (1,205) Total Revenues (948) 220,207 219,259 Expenditures Current Economic development - 165,380 165,380 Debt Service Interest - 15,169 15,169 Total Expenditures - 180,549 180,549 Excess (Deficiency) of Revenues Over(Under) Expenditures (948) 39,658 38,710 Other Financing Sources (Uses) Transfers out - (21,937) (21,937) Net Change in Fund Balances (948) 17,721 16,773 Fund Balances,January 1 156,143 (249,234) (93,091) Fund Balances, December 31 $ 155,195 $ (231,513) $ (76,318) 105 THIS PAGE IS LEFT BLANK INTENTIONALLY 106 NONMAJOR SPECIAL REVENUE FUNDS Special revenue funds are established to account for specific revenue or other sources that are designated for financing particular functions or activities as required by deferral regulations, Minnesota statue, City charter provisions, local ordinances, or specific gran agreements. Most of the special revenue funds are related to specific Federal and State housing programs or grants for specific activities. Economic Development Loan Fund -This fund accounts for the accumulation of resources and payments made for the Economic Development Loan activity. ARPA-This fund accounts for the accumulation of resources and payments made for the American Rescue Plan Act activity. 107 City of Albertville, Minnesota Nonmajor Special Revenue Funds Combining Balance Sheet December 31,2021 Special Revenue 104 205 Economic Development Loan Fund ARPA Total Assets Cash and temporary investments $ 155,950 $ 363,689 $ 519,639 Liabilities Unearned revenue $ - $ 364,444 $ 364,444 Fund Balances Committed 155,950 - 155,950 Unassigned - (755) (755) Total Fund Balances 155,950 (755) 155,195 Total Liabilities and Fund Balances $ 155,950 $ 363,689 $ 519,639 108 City of Albertville, Minnesota Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the Year Ended December 31,2021 Special Revenue 104 205 Economic Development Loan Fund ARPA Total Revenues Interest on investments (loss) $ (193) $ (755) $ (948) Fund Balances,January 1 156,143 - 156,143 Fund Balances, December 31 $ 155,950 $ (755) $ 155,195 109 THIS PAGE IS LEFT BLANK INTENTIONALLY 110 NONMAJOR CAPITAL PROJECTS FUNDS Capital projects funds are used to account for the acquisition and construction of major capital facilities other than those financed by enterprise funds. TIF#7 Senior Housina-This fund was created to facilitate the construction of the Senior Housing project within the City. This fund accounts for 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 Tech project 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 Old Castle project. 111 City of Albertville, Minnesota Nonmajor Capital Projects Funds Combining Balance Sheet December 31,2021 407 414 415 TIF#7 TIF#14 TIF#15 Senior Fraser Guardian Housing Steel Angels Assets Cash and temporary investments $ 59,130 $ 26,600 $ 62,085 Liabilities Accounts and contracts payable $ - $ 26,600 $ - Advances from other funds - - - Total Liabilities - 26,600 - Fund Balances Restricted 59,130 - 62,085 Unassigned - - - Total Fund Balances 59,130 - 62,085 Total Liabilities and Fund Balances $ 59,130 $ 26,600 $ 62,085 112 416 417 TIF#16 TIF#17 Mold Old Tech Castle Total $ 5,033 $ 969 $ 153,817 $ - $ - $ 26,600 5,821 352,909 358,730 5,821 352,909 385,330 - - 121,215 (788) (351,940) (352,728) (788) (351,940) (231,513) $ 5,033 $ 969 $ 153,817 113 City of Albertville, Minnesota Nonmajor Capital Projects Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the Year Ended December 31,2021 407 414 415 TIF#7 TIF#14 TIF#15 Senior Fraser Guardian Housing Steel Angels Revenues Tax increments $ 39,422 $ 26,600 $ 84,255 Interest on investments (loss) (78) - (87) Total Revenues 39,344 26,600 84,168 Expenditures Current Economic development 33,961 37,350 76,221 Debt Service Interest - - - Total Expenditures 33,961 37,350 76,221 Excess (Deficiency) of Revenues Over(Under) Expenditures 5,383 (10,750) 7,947 Other Financing Uses Transfers out - (21,937) - Net Change in Fund Balances 5,383 (32,687) 7,947 Fund Balances,January 1 53,747 32,687 54,138 Fund Balances, December 31 $ 59,130 $ - $ 62,085 114 416 417 TIF#16 TIF#17 Mold Old Tech Castle Total $ 19,776 $ 50,411 $ 220,464 (7) (85) (257) 19,769 50,326 220,207 17,472 376 165,380 - 15,169 15,169 17,472 15,545 180,549 2,297 34,781 39,658 - - (21,937) 2,297 34,781 17,721 (3,085) (386,721) (249,234) $ (788) $ (351,940) $ (231,513) 115 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 31,2021 (With Comparative Actual Amounts for the Year Ended December 31,2020) 2021 2020 Budgeted Amounts Actual Variance with Actual Original Final Amounts Final Budget Amounts Revenues Taxes General property taxes $ 2,247,305 $ 2,247,305 $ 2,253,205 $ 5,900 $ 2,145,139 Licenses and permits Business 27,000 27,000 32,928 5,928 66,686 Non-business 101,700 101,700 370,337 268,637 234,202 Total licenses and permits 128,700 128,700 403,265 274,565 300,888 Intergovernmental Federal CARES Act - - - - 563,922 State Local government aid 115,635 115,635 115,251 (384) 112,010 Property tax credits - - 175 175 169 Other 116,700 116,700 171,128 54,428 164,094 Total intergovernmental 232,335 232,335 286,554 54,219 840,195 Charges for services General government 330,813 330,813 508,427 177,614 357,063 Public safety 433,974 433,974 433,974 - 407,253 Culture and recreation 15,000 15,000 288,958 273,958 298,774 Total charges for services 779,787 779,787 1,231,359 451,572 1,063,090 Fines and forfeitures - - 500 500 - Special assessments - - 15,416 15,416 28,905 Interest on investments 25,000 25,000 6,565 (18,435) 37,030 Miscellaneous Other 15,000 15,000 40,769 25,769 15,183 Refunds and reimbursements - - 119,007 119,007 76,781 Total miscellaneous 15,000 15,000 159,776 144,776 91,964 Total Revenues 3,428,127 3,428,127 4,356,640 928,513 4,507,211 116 City of Albertville, Minnesota General Fund Schedule of Revenues,Expenditures and Changes in Fund Balances-Budget and Actual(Continued) For the Year Ended December 31,2021 (With Comparative Actual Amounts for the Year Ended December 31,2020) 2021 2020 Budgeted Amounts Actual Variance with Actual Original Final Amounts Final Budget Amounts Expenditures Current General government Legislative Personal services $ 20,668 $ 20,668 $ 20,880 $ (212) $ 20,023 Supplies 2,500 2,500 - 2,500 90 Other services and charges 24,105 24,105 18,308 5,797 23,460 Total legislative 47,273 47,273 39,188 8,085 43,573 Administration Personal services 145,350 145,350 137,074 8,276 136,480 Supplies 5,000 5,000 1,175 3,825 2,213 Other services and charges 14,000 14,000 9,212 4,788 6,603 Total administration 164,350 164,350 147,461 16,889 145,296 City clerk Personal services 87,668 87,668 92,433 (4,765) 69,102 Supplies 9,500 9,500 12,221 (2,721) 7,527 Other services and charges 39,053 39,053 42,066 (3,013) 55,488 Total city clerk 136,221 136,221 146,720 (10,499) 132,117 Elections and voter registration Personal services - - - 1,396 Supplies - - - - 37 Other services and charges 25,000 25,000 1,780 23,220 32,802 Total elections and voter registration 25,000 25,000 1,780 23,220 34,235 Treasurer Personal services 86,901 86,901 82,179 4,722 78,175 Supplies 7,200 7,200 1,692 5,508 871 Other services and charges 21,950 21,950 15,093 6,857 13,629 Total treasurer 116,051 116,051 98,964 17,087 92,675 Assessing Other services and charges 40,100 40,100 42,424 (2,324) 38,913 Legal Other services and charges 40,000 40,000 51,256 (11,256) 39,602 117 City of Albertville, Minnesota General Fund Schedule of Revenues,Expenditures and Changes in Fund Balances-Budget and Actual(Continued) For the Year Ended December 31,2021 (With Comparative Actual Amounts for the Year Ended December 31,2020) 2021 2020 Budgeted Amounts Actual Variance with Actual Original Final Amounts Final Budget Amounts Expenditures(Continued) Current(continued) General government(continued) Engineering Other services and charges $ 25,000 $ 25,000 $ 50,783 $ (25,783) $ 56,923 Miscellaneous Personal services 26,247 26,247 23,355 2,892 25,140 Supplies 1,500 1,500 440 1,060 1,426 Other services and charges 215,868 215,868 376,812 (160,944) 266,431 Total miscellaneous 243,615 243,615 400,607 (156,992) 292,997 Total general government 837,610 837,610 979,183 (141,573) 876,331 Public safety Police protection Other services and charges 835,485 835,485 835,485 801,906 Fire protection Personal services 426,791 426,791 474,180 (47,389) 442,356 Supplies 19,456 19,456 30,885 (11,429) 19,342 Other services and charges 111,700 111,700 123,584 (11,884) 110,989 Total fire protection 557,947 557,947 628,649 (70,702) 572,687 Protective inspection Personal services 116,404 116,404 108,389 8,015 108,199 Supplies 1,350 1,350 810 540 435 Other services and charges 134,970 134,970 133,719 1,251 138,238 Total protective inspection 252,724 252,724 242,918 9,806 246,872 Animal control Other services and charges 9,000 9,000 10,570 (1,570) 7,882 Total public safety 1,655,156 1,655,156 1,717,622 (62,466) 1,629,347 118 City of Albertville, Minnesota General Fund Schedule of Revenues,Expenditures and Changes in Fund Balances-Budget and Actual(Continued) For the Year Ended December 31,2021 (With Comparative Actual Amounts for the Year Ended December 31,2020) 2021 2020 Budgeted Amounts Actual Variance with Actual Original Final Amounts Final Budget Amounts Expenditures(Continued) Current(continued) Public works Streets Personal services $ 264,376 $ 264,376 $ 241,534 $ 22,842 $ 246,568 Supplies 39,300 39,300 30,980 8,320 25,906 Other services and charges 61,200 61,200 56,683 4,517 61,722 Total streets 364,876 364,876 329,197 35,679 334,196 Street lighting Other services and charges 91,166 91,166 82,669 8,497 85,694 Total public works 456,042 456,042 411,866 44,176 419,890 Culture and recreation Parks Personal services 303,652 303,652 297,744 5,908 289,577 Supplies 22,347 22,347 17,286 5,061 23,102 Other services and charges 133,320 133,320 130,912 2,408 155,599 Total parks 459,319 459,319 445,942 13,377 468,278 Arena Personal services - - 279,911 (279,911) 294,743 Total culture and recreation 459,319 459,319 725,853 (266,534) 763,021 Economic development Other services and charges 50,000 50,000 38,592 11,408 39,694 Total current 3,458,127 3,458,127 3,873,116 (414,989) 3,728,283 Capital outlay General government - - - 18,958 Public safety 87,283 Total capital outlay - - - 106,241 Total Expenditures 3,458,127 3,458,127 3,873,116 (414,989) 3,834,524 Excess of Revenues Over Expenditures (30,000) (30,000) 483,524 513,524 672,687 Other Financing Sources(Uses) Transfers in 171,937 171,937 - Transfers out (1,631,756) (1,631,756) Total Other Financing Sources(Uses) (1,459,819) (1,459,819) - Net Change in Fund Balances (30,000) (30,000) (976,295) (946,295) 672,687 Fund Balances,January 1 3,290,612 3,290,612 3,290,612 2,617,925 Fund Balances,December 31 $ 3,260,612 $ 3,260,612 $ 2,314,317 $ (946,295) $ 3,290,612 119 City of Albertville, Minnesota Debt Service Fund Combining Balance Sheet December 31,2021 357 358 359 360 CSAH 19 2003A 2011C 2012B 2012A G.O. G.O. CIP G.O. CIP G.O. Improv. Improvement Refunding Refunding Refunding Assets Cash and temporary investments $ (12,699) $ 344,729 $ 16,504 $ 351,864 Receivables Special assessments 221,099 - - 18,983 Interest - - - - Notes - - - - Advances to other funds - - - Land held for resale 800,434 - - - Total Assets $ 1,008,834 $ 344,729 $ 16,504 $ 370,847 Deferred Inflows of Resources Unavailable revenue-special assessments $ 221,099 $ - $ - $ 18,983 Unavailable revenue-notes/intergovernmental - - - - Total Deferred Inflows of Resources 221,099 - - 18,983 Fund Balances Restricted Debt service 787,735 344,729 16,504 351,864 Total Deferred Inflows of Resources and Fund Balances $ 1,008,834 $ 344,729 $ 16,504 $ 370,847 120 361 362 468 Lachman Industrial 2012A 2012A G.O. Improv. G.O. Improv. Refunding Refunding Interstate 94 Total $ 127,985 $ 328,676 $ 332,205 $ 1,489,264 135,788 53,380 382,345 811,595 - - 4,291 4,291 - - 804,632 804,632 - 358,730 - 358,730 - 420,519 - 1,220,953 $ 263,773 $ 1,161,305 $ 1,523,473 $ 4,689,465 $ 135,788 $ 53,380 $ 382,345 $ 811,595 - - 804,632 804,632 135,788 53,380 1,186,977 1,616,227 127,985 1,107,925 336,496 3,073,238 $ 263,773 $ 1,161,305 $ 1,523,473 $ 4,689,465 121 City of Albertville, Minnesota Debt Service Fund Combining Schedule of Revenues, Expenditures And Changes in Fund Balances For the Year Ended December 31,2021 357 358 359 360 CSAH 19 2003A 2011C 2012B 2012A G.O. G.O. CIP G.O. CIP G.O. Improv. Improvement Refunding Refunding Refunding Revenues Property taxes $ - $ 100,499 $ 261,208 $ 26,157 Special assessments 20,422 - - 19,625 Interest earnings - (461) (418) (445) Miscellaneous - - - - Total Revenues 20,422 100,038 260,790 45,337 Expenditures Current Public works - - - - Debt service Principal - 135,000 235,000 160,000 Interest and other - 20,331 26,150 8,100 Total Expenditures - 155,331 261,150 168,100 Net Change in Fund Balance 20,422 (55,293) (360) (122,763) Fund Balances,January 1 767,313 400,022 16,864 474,627 Fund Balances, December 31 $ 787,735 $ 344,729 $ 16,504 $ 351,864 122 361 362 Lachman Industrial 468 2012A 2012A G.O. Improv. G.O. Improv. Refunding Refunding Interstate 94 Total $ - $ 84,561 $ 53,000 $ 525,425 9,131 59,893 60,874 169,945 (163) 14,768 (356) 12,925 - - 78,376 78,376 8,968 159,222 191,894 786,671 - 7,552 - 7,552 55,000 105,000 174,000 864,000 2,550 3,850 28,579 89,560 57,550 116,402 202,579 961,112 (48,582) 42,820 (10,685) (174,441) 176,567 1,065,105 347,181 3,247,679 $ 127,985 $ 1,107,925 $ 336,496 $ 3,073,238 123 City of Albertville, Minnesota Combining Statement of Fiduciary Net Position Fiduciary Funds December 31,2021 Albertville Total Friendly Albertville STMA Custodial City Days Lions Ice Arena Funds Assets Cash and temporary investments $ 9,719 $ 156,886 $ 319,914 $ 486,519 Accounts receivable - - 26,069 26,069 Inventory - - 2,196 2,196 Total Assets 9,719 156,886 348,179 514,784 Liabilities Accounts payable - - 29,288 29,288 Accrued wages 9,989 9,989 Total Liabilities - - 39,277 39,277 Net Position Restricted for organizations and other governments $ 9,719 $ 156,886 $ 308,902 $ 475,507 124 City of Albertville, Minnesota Combining Statement of Changes in Fiduciary Net Position Fiduciary Funds For the Year Ended December 31,2021 Albertville Total Friendly Albertville STMA Custodial City Days Lions Ice Arena Funds Additions Contributions Charges for services $ - $ - $ 677,552 $ 677,552 Donations 4,000 18,400 - 22,400 Concessions - - 31,661 31,661 Total Contributions 4,000 18,400 709,213 731,613 Investment earnings Interest,dividends and other (12) (123) (334) (469) Miscellaneous - - 22,906 22,906 Total Additions 3,988 18,277 731,785 754,050 Deductions Professional services 3,923 32,942 292,598 329,463 Supplies - - 16,485 16,485 Utilties - - 209,886 209,886 Insurance - - 13,589 13,589 Repairs and Maintenance - - 86,367 86,367 Capital Outlay - - 7,905 7,905 Miscellaneous - - 20,722 20,722 Total Deductions 3,923 32,942 647,552 684,417 Net Increase (Decrease) in Fiduciary Net Position 65 (14,665) 84,233 69,633 Net Position,January 1 9,654 171,551 224,669 405,874 Net Position, December 31 $ 9,719 $ 156,886 $ 308,902 $ 475,507 125 City of Albertville, Minnesota Summary Financial Report Revenues and Expenditures For General Operations Governmental Funds For the Year Ended December 31,2021 Percent Total Increase 2021 2020 (Decrease) Revenues Taxes $ 4,323,838 $ 4,221,332 2.43 % Special assessments 232,077 352,949 (34.25) Licenses and permits 403,265 300,888 34.02 Intergovernmental 302,106 2,077,442 (85.46) Charges for services 2,131,559 1,076,374 98.03 Fines and forfeitures 500 - N/A Interest on investments 11,191 190,441 (94.12) Miscellaneous 262,487 181,825 44.36 Total Revenues $ 7,667,023 $ 8,401,251 (8.74) % Per Capita $ 971 $ 1,117 (13.10) % Expenditures Current General government $ 1,021,471 $ 920,918 10.92 % Public safety 1,717,622 1,629,347 5.42 Public works 419,418 427,682 (1.93) Culture and recreation 725,853 763,021 (4.87) Economic development 203,972 210,170 (2.95) Capital outlay General government 870 20,405 (95.74) Public safety 61,678 182,083 (66.13) Public works 893,153 3,301,579 (72.95) Culture and recreation 199,005 115,065 72.95 Economic development 24,000 27,732 (13.46) Debt service Principal 864,000 856,000 0.93 Interest and other 104,729 123,168 (14.97) Total Expenditures $ 6,235,771 $ 8,577,170 (27.30) % Per Capita $ 790 $ 1,141 (30.77) % Total Long-term Indebtedness $ 4,233,610 $ 5,104,343 (17.06) % Per Capita 536 679 (21.02) General Fund Balance-December 31 $ 2,314,317 $ 3,290,612 (29.67) % Per Capita 293 438 (33.03) The purpose of this report is to provide a summary of financial information concerning the City of Albertville to 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. 126 STATISTICAL SECTION (UNAUDITED) CITY OF ALBERTVILLE ALBERTVILLE, MINNESOTA FORTH E YEAR ENDED DECEMBER 31, 2021 127 THIS PAGE IS LEFT BLANK INTENTIONALLY 128 STATISTICAL SECTION (Unaudited) This part of the City of Albertville's annual comprehensive financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the government's overall financial health. Financial Trends These schedules contain trend information to help the reader understand how the government's financial performance and well-being have changed over time. Revenue Capacity These schedules contain information to help the reader assess the government's most significant local revenue source, the property tax. Debt Capacity These schedules present information to help the reader assess the affordability of the government's current levels of out-standing debt and the government's ability to issue additional debt in the future. Demographic and Economic Information These schedules offer demographic and economic indicators to help the reader understand the environment within which the government's financial activities take place. Operating Information These schedules contain service and infrastructure data to help the reader understand how the information in the government's financial report relates to the services the government provides and the activities it performs. Sources: Unless otherwise noted, the information in these schedules is derived from the annual financial reports for the relevant year. 129 City of Albertville, Minnesota Statistical Section (Unaudited) Net Position by Component Last Ten Fiscal Years (Accrual Basis of Accounting) Fiscal Year 2012 2013 2014 2015 Governmental Activities Net investment in capital assets $ 16,766,234 $ 16,761,614 $ 15,982,545 $ 16,000,840 Restricted 7,720,152 4,083,926 4,359,358 6,603,871 Unrestricted 4,082,002 3,545,424 4,482,132 4,287,635 Total Governmental Activities Net Position $ 28,920,974 $ 28,682,997 $ 28,568,388 $ 24,390,964 Business-type Activities Net investment in capital assets $ 6,951,242 $ 7,345,829 $ 8,198,571 $ 8,423,132 Unrestricted 11,091,877 10,722,778 9,559,515 9,038,370 Total Business-type Activities Net Position $ 18,070,711 $ 18,043,119 $ 18,068,607 $ 17,758,086 Total Primary Government Net investment in capital assets $ 23,717,476 $ 24,107,443 $ 24,181,116 $ 24,423,972 Restricted 7,720,152 4,083,926 4,359,358 6,603,871 Unrestricted 15,173,879 14,268,202 14,041,647 13,326,005 Total Primary Government $ 46,753,708 $ 46,611,507 $ 42,459,571 $ 42,582,121 Note:The City implemented GASB Statement No. 68 and GASB Statement No. 71 in 2015. Years prior to 2015 have not been restated. 130 Table 1 Fiscal Year 2016 2017 2018 2019 2020 2021 $ 15,925,140 $ 16,653,225 $ 16,996,701 $ 17,512,792 $ 18,587,524 $ 18,777,874 3,240,957 3,543,926 3,482,527 5,398,928 5,120,588 5,683,392 8,260,766 8,191,522 8,651,739 7,289,708 7,153,029 8,481,228 $ 24,824,035 $ 28,388,673 $ 29,130,967 $ 30,201,428 $ 30,861,141 $ 32,942,494 $ 8,632,306 $ 8,717,564 $ 9,046,737 $ 10,922,191 $ 10,788,055 $ 11,001,276 8,856,604 9,562,439 9,489,105 9,102,051 10,545,577 11,685,984 $ 17,461,502 $ 17,488,910 $ 18,280,003 $ 20,024,242 $ 21,333,632 $ 22,687,260 $ 24,557,446 $ 25,370,789 $ 26,043,438 $ 28,434,983 $ 29,375,579 $ 29,779,150 3,240,957 3,543,926 3,482,527 5,398,928 5,120,588 5,683,392 17,117,370 17,753,961 18,140,844 16,391,759 17,698,606 20,167,212 $ 44,353,848 $ 44,915,773 $ 46,668,676 $ 50,225,670 $ 52,194,773 $ 55,629,754 131 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 2012 2013 2014 2015 Expenses Governmental Activities General government $ 1,108,505 $ 948,742 $ 923,711 $ 715,779 Public safety 1,129,863 1,075,760 1,103,431 1,222,679 Public works 1,434,202 2,090,108 1,461,319 1,636,968 Culture and recreation 478,016 505,161 558,881 569,429 Economic development 7,878,251 548,783 137,930 229,167 Interest on long-term debt 354,898 331,119 295,924 255,379 Total Governmental Activities Expenses 12,383,735 5,499,673 4,481,196 4,629,401 Business-type Activities Sewer utility 824,526 1,024,449 946,586 961,507 Water utility 1,170,371 1,095,906 1,108,449 399,813 Storm Water utility 151,009 172,946 170,061 182,779 Recycling 78,830 79,948 81,024 81,689 Total Business-type Activities Expenses 2,224,736 2,373,249 2,306,120 1,625,788 Total Expenses $ 14,608,471 $ 7,872,922 $ 6,787,316 $ 6,255,189 Program Revenues Governmental Activities Charges for services General government $ 498,706 $ 624,869 $ 574,438 $ 489,742 Public safety 117,011 157,752 161,373 227,250 Public works 700 3,250 1,200 2,500 Culture and recreation 166,826 178,550 234,694 154,851 Operating grants and contributions 8,309,198 165,255 249,041 230,499 Capital grants and contributions 102,796 127,438 340,632 2,000,970 Total Governmental Activities Program Revenues 9,195,237 1,257,114 1,561,378 3,105,812 Business-type Activities Charges for services Sewer utility 716,448 730,933 728,308 752,094 Water utility 1,066,130 975,753 917,507 256,040 Storm Water utility 220,943 226,677 228,659 251,960 Recycling 78,144 80,115 80,659 81,223 Operating grants and contributions 10,926 19,352 18,657 64,001 Capital grants and contributions 116,394 368,310 154,336 122,884 Total Business-Type Activities Program Revenues 2,208,985 2,401,140 2,128,126 1,528,202 Total Program Revenues $ 11,404,222 $ 3,658,254 $ 3,689,504 $ 4,634,014 Note:The City implemented GASB Statement No. 68 and GASB Statement No.71 in 2015. Years prior to 2015 have not been restated. 132 Table 2 Fiscal Year 2016 2017 2018 2019 2020 2021 $ 858,450 $ 822,891 $ 737,375 $ 767,343 $ 1,058,803 $ 1,154,441 1,602,075 1,548,674 1,529,785 1,877,457 1,941,340 1,879,989 1,631,343 1,385,420 1,757,764 1,195,560 3,185,369 1,689,856 617,041 788,338 611,258 1,069,989 882,232 871,722 117,086 182,059 221,319 223,663 237,902 227,972 197,099 228,006 167,872 191,958 149,493 130,847 5,023,094 4,955,388 5,025,373 5,325,970 7,455,139 5,954,827 846,349 805,318 818,418 1,102,919 1,111,727 1,067,137 418,260 369,100 411,151 451,246 417,826 414,208 187,029 265,436 272,024 252,627 290,418 225,386 94,580 95,850 106,514 118,359 117,364 118,432 1,546,218 1,535,704 1,608,107 1,925,151 1,937,335 1,825,163 $ 6,569,312 $ 6,491,092 $ 6,633,480 $ 7,251,121 $ 9,392,474 $ 7,779,990 $ 437,398 $ 630,143 $ 608,525 $ 544,149 $ 640,044 $ 878,311 258,553 276,445 296,707 335,444 458,866 435,005 1,700 5,300 3,050 1,750 4,350 4,250 195,815 229,772 165,908 87,525 301,435 1,193,567 240,569 265,983 193,526 191,470 852,421 403,935 99,914 118,011 150,340 359,247 1,324,103 677,714 1,233,949 1,525,654 1,418,056 1,519,585 3,581,219 3,592,782 786,153 848,544 868,052 866,602 1,072,549 1,147,984 272,503 355,075 362,737 348,310 411,854 452,529 222,630 213,666 211,420 209,206 222,281 281,058 87,444 82,867 94,134 105,028 95,461 116,919 15,954 18,240 16,794 22,416 22,273 17,930 114,742 683,125 201,561 1,515,818 1,203,165 1,129,841 1,499,426 2,201,517 1,754,698 3,067,380 3,027,583 3,146,261 $ 2,733,375 $ 3,727,171 $ 3,172,754 $ 4,586,965 $ 6,608,802 $ 6,739,043 133 City of Albertville, Minnesota Statistical Section(Unaudited) Changes in Net Position(Continued) Last Ten Fiscal Years (Accrual Basis of Accounting) Fiscal Year 2012 2013 2014 2015 Net Revenues(Expenses) Governmental activities $ (3,188,498) $ (4,242,559) $ (2,919,818) $ (1,523,589) Business-type activities (15,751) 27,891 (177,994) (97,586) Total Primary Government Revenues(Expenses) $ (3,204,249) $ (4,214,668) $ (3,097,812) $ (1,621,175) General Revenues and Other Changes in Net Position General Revenues Governmental Activities Taxes Property taxes,levied for general purpose $ 2,448,719 $ 2,491,895 $ 2,478,224 $ 2,606,772 Property taxes,levied for debt service 715,157 657,878 805,791 885,270 Tax increments 26,716 26,715 28,648 109,132 Grants and contributions not restricted to specific programs 10,280 13,681 90,269 98,932 Unrestricted investment earnings 99,042 (48,206) 182,322 86,644 Gain on sale of capital assets - - 3,450 Miscellaneous - 132,569 Transfers (50,000) 330,236 - Special item-decrease in land held for resale - (3,026,828) - - Total Governmental Activities General Revenues 3,299,914 65,135 3,915,490 3,922,769 Business-type Activities Unrestricted investment earnings 99,440 (52,403) 197,709 89,694 Transfers - 50,000 (330,236) - Total Business-type Activities General Revenues 99,440 (2,403) (132,527) 89,694 Total Primary Government $ 3,399,354 $ 62,732 $ 3,782,963 $ 4,012,463 Change in Net Position Governmental activities $ 111,416 $ (4,177,424) $ 995,672 $ 2,399,180 Business-type activities 83,689 25,488 (310,521) (7,892) Total Primary Government $ 195,105 $ (4,151,936) $ 685,151 $ 2,391,288 Note:The City implemented GASB Statement No. 68 and GASB Statement No.71 in 2015. Years prior to 2015 have not been restated. 134 Table 2 Fiscal Year 2016 2017 2018 2019 2020 2021 $ (3,789,145) $ (3,429,734) $ (3,607,317) $ (3,806,385) $ (3,873,920) $ (2,362,045) (46,792) 665,813 146,591 1,142,229 1,090,248 1,321,098 $ (3,835,937) $ (2,763,921) $ (3,460,726) $ (2,664,156) $ (2,783,672) $ (1,040,947) $ 2,746,144 $ 2,839,090 $ 3,054,845 $ 3,497,033 $ 3,469,449 $ 3,614,097 921,796 916,050 831,410 508,855 506,868 472,425 169,651 230,131 231,247 232,684 240,457 220,464 102,311 93,140 111,979 113,056 126,418 115,426 103,541 138,248 120,130 384,339 190,441 11,191 - 49,020 - 140,879 - - 280,219 172,681 - 9,795 - (46,816) - 4,323,662 4,391,544 4,349,611 4,876,846 4,533,633 4,443,398 74,200 78,464 109,248 346,171 219,142 32,530 - 46,816 - - - - 74,200 125,280 109,248 346,171 219,142 32,530 $ 4,397,862 $ 4,516,824 $ 4,458,859 $ 5,223,017 $ 4,752,775 $ 4,475,928 $ 534,517 $ 961,810 $ 742,294 $ 1,070,461 $ 659,713 $ 2,081,353 27,408 791,093 255,839 1,488,400 1,309,390 1,353,628 $ 561,925 $ 1,752,903 $ 998,133 $ 2,558,861 $ 1,969,103 $ 3,434,981 135 City of Albertville, Minnesota Statistical Section (Unaudited) Fund Balances of Governmental Funds Last Ten Fiscal Years Fiscal Year 2012 2013 2014 2015 General Fund Nonspendable $ 69,759 $ 51,000 $ 51,000 $ 51,000 Unassigned 1,248,815 1,450,586 1,798,358 1,876,186 Total General Fund $ 1,318,574 $ 1,501,586 $ 1,849,358 $ 1,927,186 All Other Governmental Funds Nonspendable $ - $ 10 $ 13,184 $ 2,695 Restricted 7,827,860 4,353,603 5,276,492 3,263,871 Committed - - - - Assigned 9,422,484 9,456,557 9,920,395 5,969,374 Unassigned (746,029) (767,766) (971,681) (842,241) Total All Other Governmental Funds $ 16,504,315 $ 13,042,404 $ 14,238,390 $ 8,393,699 136 Table 3 Fiscal Year 2016 2017 2018 2019 2020 2021 $ 51,000 $ 51,000 $ 133,328 $ 140,151 $ 90,389 $ 136,098 1,887,922 2,258,988 2,252,982 2,477,774 3,200,223 2,178,219 $ 1,938,922 $ 2,309,988 $ 2,386,310 $ 2,617,925 $ 3,290,612 $ 2,314,317 $ 1,614 $ - $ - $ - $ - $ - 3,272,492 3,670,865 3,758,526 3,387,291 3,388,480 4,090,889 - - - 152,836 156,143 155,950 6,412,396 6,076,678 6,390,844 4,853,536 3,965,154 5,634,162 (469,839) (514,315) (432,912) (425,086) (389,806) (353,483) $ 9,216,663 $ 9,233,228 $ 9,716,458 $ 7,968,577 $ 7,119,971 $ 9,527,518 137 City of Albertville, Minnesota Statistical Section (Unaudited) Changes in Fund Balances of Governmental Funds Last Ten Fiscal Years Fiscal Year 2012 2013 2014 2015 Revenues Taxes $ 3,182,549 $ 3,212,853 $ 3,302,350 $ 3,596,744 Licenses and permits 129,088 213,277 167,584 197,878 Intergovernmental 5,881,766 158,861 209,667 1,958,201 Charges for services 707,161 1,097,560 857,837 648,359 Fines and forfeitures 200 - - 1,000 Special assessments 274,016 306,453 384,727 434,682 Interest on investments 143,346 (80,585) 282,344 86,644 Miscellaneous 89,326 203,566 214,302 358,035 Total Revenues 10,407,452 5,111,985 5,418,811 7,281,543 Expenditures General government 1,002,640 808,790 748,364 606,158 Public safety 1,031,034 972,893 1,006,524 1,154,656 Public works 393,248 403,811 413,536 634,542 Culture and recreation 346,895 353,316 401,593 387,025 Economic development 54,048 261,318 96,866 203,626 Capital Outlay 7,892,095 1,040,402 328,322 841,615 Debt service Principal 590,000 805,700 918,000 3,191,851 Interest 228,682 315,036 288,757 234,925 Bond issuance costs 67,308 - 7,458 - Total Expenditures 11,605,950 4,961,266 4,209,420 7,254,398 Excess (Deficiency) of Revenues Over(Under) Expenditures (1,198,498) 150,719 1,209,391 27,145 Other Financing Sources (Uses) Transfers in 626,728 697,254 868,993 344,000 Bonds refunded 5,055,000 - 528,062 - Bond issuance 3,278,551 - - 235,000 Payment to refunded bond escrow agent (3,250,353) - - - Premiums on bonds sold 58,112 - - - Sale of capital assets - - - 3,450 Transfers out (831,121) (1,100,044) (1,062,688) (344,000) Total Other Financing Sources (Uses) 4,936,917 (402,790) 334,367 238,450 Special Item Decrease in land held for resale - (3,026,828) - - Net Change in Fund Balances $ 3,738,419 $ (3,278,899) $ 1,543,758 $ 265,595 Debt Service as a Percentage of Noncapital Expenditures 7.1% 26.0% 29.6% 52.5% 138 Table 4 Fiscal Year 2016 2017 2018 2019 2020 2021 $ 3,840,259 $ 4,018,573 $ 4,109,257 $ 4,233,810 $ 4,221,332 $ 4,323,838 174,928 239,833 258,992 215,108 300,888 403,265 282,508 268,493 312,506 438,035 2,077,442 302,106 662,313 888,979 845,182 1,004,236 1,076,374 2,131,559 - 200 1,500 500 - 500 246,350 196,021 291,412 259,787 352,949 232,077 103,541 138,248 120,130 384,339 190,441 11,191 537,803 385,472 175,104 138,771 181,825 262,487 5,847,702 6,135,819 6,114,083 6,674,586 8,401,251 7,667,023 738,974 735,742 894,542 791,250 920,918 1,021,471 1,302,463 1,350,500 1,395,937 1,557,191 1,629,347 1,717,622 431,596 387,744 411,944 437,365 427,682 419,418 445,486 501,693 533,359 748,116 763,021 725,853 76,875 141,632 175,193 178,507 210,170 203,972 883,733 1,470,904 1,010,977 3,380,525 3,646,864 1,178,706 963,240 962,822 992,000 939,000 856,000 864,000 170,635 198,979 140,579 165,017 123,168 104,729 5,013,002 5,750,392 5,554,531 8,196,971 8,577,170 6,235,771 834,700 385,427 559,552 (1,522,385) (175,919) 1,431,252 295,133 323,424 50,068 151,390 - 1,803,693 49,020 - 6,119 - - (295,133) (370,240) (50,068) (151,390) - (1,803,693) - 2,204 - 6,119 - $ 834,700 $ 387,631 $ 559,552 $ (1,516,266) $ (175,919) $ 1,431,252 25.2% 26.4% 24.5% 20.6% 14.4% 18.3% 139 City of Albertville, Minnesota Statistical Section(Unaudited) Tax Capacity,Market Value and Estimated Actual Value of Taxable Property (Shown by Year of Tax Collectability) 2012 2013 2014 2015 Taxable Market Value Personal property $ 4,870,500 $ 5,275,300 $ 5,239,900 $ 5,279,500 Real estate 523,802,300 468,964,700 500,588,200 542,867,500 Total Taxable Market Value $ 528,672,800 $ 474,240,000 $ 505,828,100 $ 548,147,000 Estimated Actual Value of Taxable Property $ 528,672,800 $ 474,240,000 $ 556,863,100 $ 595,816,100 Taxable Market Value as a Percentage of Estimated Actual Value 100.00 % 100.00 % 90.84 % 92.00 % Tax Capacity Personal property $ 95,065 $ 103,190 $ 102,426 $ 103,325 Real estate 6,663,367 6,088,709 6,379,976 6,780,598 Subtotal 6,758,432 6,191,899 6,482,402 6,883,923 Less:tax increment (21,696) (21,696) (23,265) (79,615) Net Tax Capacity $ 6,736,736 $ 6,170,203 $ 6,459,137 $ 6,804,308 Tax levies General $ 2,429,769 $ 2,423,781 $ 2,397,983 $ 2,547,180 Debt service 712,503 781,325 902,141 949,967 Total $ 3,142,272 $ 3,205,106 $ 3,300,124 $ 3,497,147 Tax capacity rate General 36.067 % 39.282 % 37.125 % 37.435 Debt service 10.576 12.663 13.967 13.961 Total 46.644 % 51.945 % 51.092 % 51.396 Source: Wright County Auditor/Treasurer Department 140 Table 5 2016 2017 2018 2019 2020 2021 $ 5,442,200 $ 6,101,100 $ 6,101,100 $ 6,389,500 $ 7,128,500 $ 5,738,000 567,786,000 656,054,200 656,054,200 707,392,300 745,489,800 832,227,900 $ 573,228,200 $ 662,155,300 $ 662,155,300 $ 713,781,800 $ 752,618,300 $ 837,965,900 $ 620,513,900 $ 705,380,300 $ 705,380,300 $ 758,532,600 $ 804,315,050 $ 853,083,000 92.38 % 93.87 % 93.87 % 94.10 % 93.57 % 98.23 % $ 106,630 $ 111,611 $ 119,863 $ 125,822 $ 140,544 $ 155,457 7,026,956 7,384,373 7,961,892 8,513,031 8,952,664 9,255,718 7,133,586 7,495,984 8,081,755 8,638,853 9,093,208 9,411,175 (123,377) (169,948) (171,863) (171,188) (179,241) (186,700) $ 7,010,209 $ 7,326,036 $ 7,909,892 $ 8,467,665 $ 8,913,967 $ 9,224,475 $ 2,749,549 $ 2,863,190 $ 3,056,908 $ 3,442,876 $ 3,414,096 $ 3,572,049 921,691 916,045 831,410 561,855 781,384 745,104 $ 3,671,240 $ 3,779,235 $ 3,888,318 $ 4,004,731 $ 4,195,480 $ 4,317,153 39.222 % 39.082 % 38.647 % 40.659 % 38.301 % 38.724 % 13.148 12.504 10.511 6.635 8.766 8.077 52.370 % 51.586 % 49.158 % 47.294 % 47.066 % 46.801 % 141 THIS PAGE IS LEFT BLANK INTENTIONALLY 142 City of Albertville, Minnesota Table 6 Statistical Section (Unaudited) Property Tax Capacity Rates-Direct and Overlapping Governments (Per$1,000 of Tax Capacity) Overlapping Rates Year School School Taxes District District Payable City County No. 885 No. 728 2012 46.644 % 43.449 % 52.630 % 45.542 % 2013 51.945 44.285 57.195 50.051 2014 51.092 43.450 51.553 51.279 2015 51.396 40.530 51.082 51.635 2016 52.370 39.970 49.102 39.266 2017 51.586 39.599 46.893 36.659 2018 49.158 39.946 47.950 36.137 2019 47.294 44.273 47.143 32.865 2020 47.066 44.421 45.280 34.371 2021 43.717 46.801 44.205 31.712 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). 143 City of Albertville, Minnesota Statistical Section (Unaudited) Principal Taxpayers Current Year and Ten Years Ago December 31,2021 2021 Percent Tax of Total Taxpayer Capacity Rank Tax Capacity CPG Partners, LP $ 1,045,704 1 11.34 % Albertville Station LLC 190,572 2 2.07 Border States Industries, Inc. 92,346 3 1.00 Centerpoint Energy 91,702 4 0.99 GMR Albertville LC 83,808 5 0.91 Fraser Building LP 74,650 6 0.81 Mollie LLC 72,820 7 0.79 Evans Park Inc 67,015 8 0.73 HGP Architectural Glass, Inc. 58,002 9 0.63 EPK Family Fund LLC 57,678 10 0.63 CWB Albertville Crossing, LLC - - Albertville Medical Building, LLC - - William A Hinks, LLC - - Albertville Plaza, LLC - - Welcome Furniture and Appliances - - Minnegasco, Inc - - Lake Community Bank - - Albertville Lodging, LLC - - Totals $ 1,834,297 19.89 % Source: Wright County Auditor/Treasurer Department 144 Table 7 2012 Percent Tax of Total Capacity Rank Tax Capacity $ 1,097,256 1 16.29 % 65,422 5 1 212,692 2 - 80,732 3 1.20 69,250 4 1.03 56,256 6 0.84 50,312 7 0.75 49,253 8 0.73 43,694 9 0.65 41,786 10 0.62 $ 1,766,653 23.07 % 145 City of Albertville, Minnesota Table 8 Statistical Section (Unaudited) Property Tax Levies and Collections Last Ten Fiscal Years (1) Percent Collection Percentage Collection of Total Fiscal Total of Current of Levy in Subsequent Total Collections Year Levy Year's Levy Collected Years Collections to Levy 2012 $ 3,142,272 $ 3,122,843 99.38 % $ 16,938 $ 3,139,781 99.92 % 2013 3,205,106 3,160,647 98.61 35,279 3,195,926 99.71 2014 3,300,124 3,263,343 98.89 44,808 3,308,151 100.24 2015 3,497,147 3,461,796 98.99 24,315 3,486,111 99.68 2016 3,671,240 3,641,148 99.18 11,191 3,652,339 99.49 2017 3,779,235 3,753,984 99.33 6,748 3,760,732 99.51 2018 3,888,318 3,864,947 99.40 4,101 3,869,048 99.50 2019 4,004,731 3,977,179 99.31 21,158 3,998,337 99.84 2020 4,195,480 4,177,746 99.58 9,732 4,187,478 99.81 2021 4,317,153 4,310,349 99.84 - 4,310,349 99.84 Source: Wright County Auditor/Treasurer Department (1) Includes state paid property tax credits. 146 City of Albertville, Minnesota Table 9 Statistical Section(Unaudited) Ratios of Outstanding Debt by Type Last Ten Fiscal Years Governmental Activities Business-type Activities General Lease General General Total Fiscal Obligation Revenue Obligation Obligation Primary Percentage of Per Year Bonds Bonds Revenue Bonds Bonds Government Personal Income Capita 2012 $ 14,013,689 $ $ 4,121,748 $ 1,228,065 $ 19,363,502 6.97 % $ 2,705 2013 13,202,695 6,257,381 1,171,759 20,631,835 7.34 2,861 2014 12,807,462 5,855,190 1,242,391 19,905,043 6.75 2,747 2015 9,845,317 3,120,172 606,085 13,571,574 4.48 1,869 2016 8,876,782 2,635,154 536,019 12,047,955 3.73 1,647 2017 7,908,666 2,365,136 466,535 10,740,337 3.20 1,457 2018 6,911,370 2,090,118 395,229 9,396,717 2.66 1,268 2019 5,967,076 7,656,726 318,923 13,942,725 4.00 1,863 2020 5,104,343 7,064,673 242,617 12,411,633 3.20 1,651 2021 4,233,610 6,547,620 166,311 10,947,541 2.51 1,386 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 for personal income and population data. 147 City of Albertville, Minnesota Table 10 Statistical Section (Unaudited) Ratios of General Bonded Debt Outstanding Last Ten Fiscal Years Less Amounts Percentage of General Available in Net Estimated Actual Fiscal Obligation Debt Service Bonded Value of Per Year Bonds Funds Debt Taxable Property Capita 2012 $ 15,241,754 $ 6,793,300 $ 8,448,454 1.60 % $ 1,180 2013 14,374,454 3,244,236 11,130,218 2.35 1,544 2014 14,049,853 3,970,721 10,079,132 1.81 1,391 2015 10,451,402 6,189,942 4,261,460 0.72 587 2016 9,412,801 2,942,019 6,470,782 0.92 884 2017 8,375,201 3,216,178 5,159,023 0.73 700 2018 7,306,599 3,133,185 4,173,414 0.59 563 2019 6,285,999 5,268,736 1,017,263 0.13 136 2020 5,346,960 4,979,787 367,173 0.05 49 2021 4,399,921 4,665,741 (265,820) (0.03) (34) 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 for population data. See the Schedule of Tax Capacity, Market Value and Estimated Actual Value of Taxable Property for property value data. 148 City of Albertville, Minnesota Table 11 Statistical Section (Unaudited) Computation of Direct and Overlapping Debt December 31,2021 Gross Amount Bonded of Debt Used Percentage Net Debt For Net Debt Applicable to Applicable Calculation District to District Direct Debt City of Albertville $ 4,233,610 100.00 % $ 4,233,610 School District#885 148,115,000 23.79 35,236,559 School District#728 302,775,000 4.65 14,079,038 Wright County 140,385,000 4.91 6,892,904 Total Overlapping Debt 591,275,000 9.51 56,208,500 Total Direct and Overlapping Debt $595,508,610 10.15 % $ 60,442,110 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. 149 City of Albertville, Minnesota Statistical Section (Unaudited) Legal Debt Margin Information Last Ten Fiscal Years Fiscal Year 2012 2013 2014 2015 Debt Limit (1) $ 15,860,184 $ 14,227,200 $ 15,174,843 $ 16,444,410 Total Net Debt Applicable to Limit - - - - Total $ 15,860,184 $ 14,227,200 $ 15,174,843 $ 16,444,410 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. 150 Table 12 Fiscal Year 2016 2017 2018 2019 2020 2021 $ 17,196,846 $ 19,864,659 $ 19,864,659 $ 21,413,454 $ 22,578,549 25,138,977 $ 17,196,846 $ 19,864,659 $ 19,864,659 $ 21,413,454 $ 22,578,549 $ 25,138,977 Legal Debt Margin Calculation for Fiscal Year 2020 Taxable Market Value $837,965,900 Debt Limit (3% of Market Value) $ 25,138,977 Debt Applicable to Limit General Obligation Bonds (2) - Less: Amount Available in Debt Service Funds - Total Net Debt Applicable to Limit - Legal Debt Margin $ 25,138,977 151 City of Albertville, Minnesota Table 13 Statistical Section (Unaudited) Pledged-Revenue Coverage Last Ten Fiscal Years General Obligation Revenue Bonds (1) Net Fiscal Gross (2) Revenue Debt Service Year Revenue Expenses Available Principal Interest Coverage 2012 $ 733,830 $ 346,894 $ 386,936 $ 362,193 $ 161,360 0.74 2013 734,049 453,240 280,809 371,549 180,056 0.51 2014 771,239 439,487 331,752 394,373 171,371 0.59 2015 915,048 473,470 441,578 2,727,200 159,973 0.15 2016 836,374 464,576 371,798 477,200 49,281 0.71 2017 904,445 425,770 478,675 262,200 43,730 1.56 2018 948,167 439,181 508,986 265,900 41,124 1.66 2019 1,109,813 565,587 544,226 270,900 37,421 1.77 2020 1,016,245 627,732 388,513 575,900 148,695 0.54 2021 923,859 564,436 359,423 500,900 157,841 0.55 152 City of Albertville, Minnesota Table 14 Demographic and Economic Statistics Last Ten Fiscal Years Total Per Capita Fiscal Number of Persons per Personal Personal Median School Unemployment Year Population(1) Households(2) Household(2) Income(3) Income(4) Age(5) Enrollment(6) Rate(7) 2012 7,159 2,408 2.97 $277,747,723 $ 38,797 28.8 5,621 6.2 % 2013 7,211 2,422 2.98 281,229,000 39,000 34.6 5,725 5.2 2014 7,247 2,434 2.98 308,178,675 42,525 34.6 5,725 3.9 2015 7,262 2,411 3.01 321,866,364 44,322 34.6 5,900 2.8 2016 7,317 2,476 2.96 331,057,665 45,245 34.6 6,083 3.7 2017 7,370 2,480 2.97 335,335,000 45,500 34.6 6,300 3.5 2018 7,412 2,491 2.98 352,640,724 47,577 34.6 6,300 3.5 2019 7,485 2,516 2.97 348,748,605 46,593 34.6 6,300 3.2 2020 7,519 2,527 2.98 388,048,071 51,609 36.6 6,300 3.7 2021 7,896 2,654 2.98 436,001,328 55,218 36.6 6,300 3.8 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. 153 City of Albertville, Minnesota Principal Employers Current Year and Ten Years Ago 2021 Percentage of Total City Employer Employees Rank Employment Outlets at Albertville 500 10.00 % ISD No. 885,St. Michael-Albertville 949 18.98 Coborn's 198 3.96 Oldcastle Building Envelopes 150 3.00 HGP Industries - - Guardian Angels-Engel Haus 65 1.30 Sherer Brothers Truss 48 0.96 Fraser Steel Co. 40 0.80 Fehn Gravel and Excavating, Inc. 80 1.60 Mold-Tech, Inc. 61 1.22 Don's Bus Service 50 1.00 D J's Total Home Care Center 20 0.40 Truss Manufacturing - - Omann Brothers 20 0.40 Otsego Tool and Engineering, Inc. - - Radiation Tool and Engineering, Inc. 15 0.30 Total 5,000 * 43.92 % Source: Northland Securities *This is an estimation provided by the City. 154 Table 15 2012 Percentage of Total City Employees Rank Employment 800 1 16.00 % 660 2 13.20 130 3 2.60 80 4 1.60 45 7 0.90 45 8 0.90 52 5 1.04 49 6 0.98 38 9 0.76 35 10 0.70 5,000 * 38.68 % 155 City of Albertville,Minnesota Table 16 Full-time Equivalent City Government Employees by Function Last Ten Fiscal Years Function 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 General Government 5.0 6.5 6.3 6.3 6.3 6.3 6.7 6.7 6.7 6.7 Public Safety Fire Full Time Fire Chief - - - - 1.0 1.0 1.0 1.0 1.0 1.0 Civilians(1) 30.0 33.0 30.0 29.0 31.0 29.0 32.0 32.0 30.0 30.0 Public Works Engineering 1.0 1.0 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 Maintenance 1.0 1.0 1.5 1.5 2.0 2.0 2.0 2.0 2.5 2.5 Culture and Recreation Parks 1.0 1.0 1.5 1.5 2.0 2.0 2.0 2.0 2.5 2.5 Water 1.0 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 Sewer 1.0 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 Total 40.0 45.5 42.5 41.6 45.6 43.6 47.0 47.0 46.0 46.0 Source:City of Albertville (1)The fire department is made up entirely of volunteer civilians.They are used on an on-call basis only. 156 City of Albertville,Minnesota Table 17 Operating Indicators By Function Last Ten Fiscal Years Function 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Fire Fire Calls 278 217 229 254 256 276 366 418 414 569 Inspections 360 190 212 211 10 6 195 40 20 20 Building/Engineering Permits Issued 394 391 412 453 542 477 468 494 696 837 Public Works Street Sweeping(Hours) 77 82 74 80 123 115 67 98 100 100 Snowplowing(Hours) 320 330 791 723 387 210 364 610 412 260 Equipment Repair(Hours) 1,100 1,200 750 600 692 663 829 925 900 803 Water New Connections 4 14 21 22 24 20 24 25 35 65 Water Mains Breaks - 2 2 6 3 3 3 2 2 2 Sewer Average Daily Treatment Flow(Thousands of Gallons) 490,000 468,000 475,000 510,000 474,000 502,000 484,000 511,000 521,000 521,000 Sources:City of Albertville Note:Indicators are not available for the general government function. 157 THIS PAGE IS LEFT BLANK INTENTIONALLY 158 City of Albertville,Minnesota Table 18 Capital Asset Statistics by Function Last Ten Fiscal Years Function 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Public Safety Fire stations Stations 1 1 1 1 1 1 1 1 1 Public Works Highways and streets Streets(miles) 36 36 36 38 38 38 39 39 39 Streetlights 417 417 417 417 417 417 417 430 430 Traffic signals 5 6 7 7 7 7 7 7 7 Culture and Recreation Parks division Parks 11 11 11 11 11 11 11 12 12 Parks acreage 120 125 125 125 125 125 125 131 131 Arena/Civic Center 1 1 1 1 1 1 1 1 1 Baseball diamonds 4 4 4 4 4 4 4 4 4 Basketball courts 5 5 5 5 5 5 5 5 5 Bike trails(miles) 5 5 5 5 5 5 5 5 5 Hockey rinks/outdoor 2 2 2 2 2 2 2 2 2 Softball diamonds 2 2 2 2 2 2 2 2 2 Tennis courts 5 5 5 5 5 5 5 5 5 Volleyball courts 1 1 1 1 1 1 1 1 1 Utilities Water Miles of water main 52 52 52 52 52 52 52 55 55 Consumers Maximum daily capacity(gallons) Sewer Miles of sanitary sewer 37 37 37 37 37 37 37 39 39 Lift stations 10 10 10 10 10 10 10 10 10 Maximum daily treatment capacity(gallons) 929,000 929,000 929,000 929,000 929,000 929,000 929,000 929,000 929,000 Storm sewer Miles of storm sewer 35 35 35 35 35 35 35 36 36 Source:City of Albertville Note:No capital asset indicators are available for the general government function. 159