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2024 Financial Statement AuditCity of Albertville 2024 Financial Statement Audit Introduction •Audit Results •General Fund Results •Other Governmental Funds •Enterprise Funds •Key Performance Indicators 2 Unmodified Opinion 3 Audit Results Minnesota Legal ComplianceAuditor’s Opinion No Compliance Issues Audit Results 2024 Audit Findings •Limited Segregation of Duties •Internal Control Finding 4 5 General Fund Fund Balances 92.5% 60.0% 60.6%57.0%58.2% $3,458,127 $3,630,365 $4,013,433 $4,485,386 $4,553,338 35%35%35% 35%35% $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 $5,000,000 2020 2021 2022 2023 2024 2025 Unassigned Fund Balance Budget MinimumFund Balance Policy 6 General Fund Budget to Actual Final Budget Actual Variance with Amounts Amounts Final Budget Revenues 4,485,385$ 5,247,291$ 761,906$ Expenditures 4,485,385 5,140,733 (655,348) Net Change in Fund Balances - 106,558 106,558 Fund Balances, January 1 2,732,671 2,732,671 - Fund Balances, December 31 2,732,671$ 2,839,229$ 106,558$ 7 General Fund Revenues by Type $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 Taxes Licenses and Permits Intergovernmental Charges for Service Other 2022 2023 2024 8 General Fund Expenditures by Type $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 General Government Public Safety Public Works Transfers Out Other 2022 2023 2024 9 Special Revenue Fund Balances $(50,000) $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 Restricted Committed Unassigned 2022 2023 2024 Increase 2024 2023 (Decrease) Nonmajor ARPA Fund -$ -$ -$ Election Resources Fund 1,599 575 1,024 Charitable Gambling 259,490 - 259,490 Economic Developer Loan Fund 165,673 158,747 6,926 Total 426,762$ 159,322$ 267,440$ Fund Balances December 31, Fund $(2,000,000) $(1,000,000) $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 Nonspendable Restricted Assigned Unassigned 2022 2023 2024 10 Capital Projects Fund Balances Increase 2024 2023 (Decrease) Major Capital Outlay Reserve 6,336,654$ 6,547,132$ (210,478)$ Nonmajor Park Fund 1,004,580 969,612 34,968 TIF #7 Senior Housing 96,686 86,030 10,656 TIF #12 Schultz & Schupp (420) (214) (206) TIF #15 Guardian Angels 98,852 79,610 19,242 TIF #16 Mold Tech - 2,395 (2,395) TIF #17 Old Castle (231,299) (279,602) 48,303 TIF #18 AVA 139,265 125,168 14,097 TIF #19 Fehn 17,317 (214) 17,531 TIF #20 Scherer Brothers (635,268) (719,160) 83,892 TIF #21 Medart (11,888) - (11,888) Total 6,814,479$ 6,810,757$ 3,722$ Fund Balances December 31, Fund 11 Debt Service Funds Total Total Remaining Cash Assets Bonds Maturity Major 2003A G.O. Improvement 69,295$ 994,802$ -$ matured 2011C G.O. CIP Refunding 187,425 187,425 155,000 2025 2012B G.O. CIP Refunding 30,167 30,167 255,000 2025 CSAH 19 2012A G.O. Improvement Refunding 72,699 72,699 - matured Lachman 2012A G.O. Improvement Refunding 194,124 194,124 - matured Industrial 2012A G.O. Improvement Refunding 481,179 1,135,871 - matured Interstate 94 291,422 1,149,203 1,529,000 2032 Total 1,326,311$ 3,764,291$ 1,939,000$ Total Remaining Interest Payments 97,762$ December 31, 2024 Debt Description $- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 2025 2026 2027 2028 2029 2030 2031 2032 Scheduled Governmental Debt Service for the Next Ten Years Principal Interest 12 Water Fund Cash Flows from Operations and Cash Balances $- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 Operating Costs Debt Payments Operating Receipts $2,106,393 $2,396,699 $2,579,027 $2,857,218 $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 2021 2022 2023 2024 Unrestricted Target Balance (Following Year Debt Service Plus 6 Months of Operating Costs) 13 Sewer Fund Cash Flows from Operations and Cash Balances Cash includes $1,863,063 In unspent bond proceeds $- $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 $1,800,000 $2,000,000 Operating Costs Debt Payments Operating Receipts $8,626,945 $9,683,879 $15,285,729 $13,256,754 $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 2021 2022 2023 2024 Unrestricted Target Balance (Following Year Debt Service Plus 6 Months of Operating Costs) 14 Storm Water Fund Cash Flows from Operations and Cash Balances $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 $400,000 Operating Costs Debt Payments Operating Receipts $1,202,466 $1,136,833 $1,101,615 $1,159,614 $- $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 2021 2022 2023 2024 Unrestricted Minimum Target Balance (6 Months of Operating Costs) 15 Recycling Fund Cash Flows from Operations and Cash Balances $59,393 $68,796 $57,851 $55,225 $- $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 $80,000 $90,000 2021 2022 2023 2024 Unrestricted Minimum target balance (6 months of operating costs) $- $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 $160,000 $180,000 Operating costs Operating receipts 16 Cash and Investments Balances by Fund Type $25,489,858 $32,315,277 $30,579,304 $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 2022 2023 2024 General Fund Capital Projects Funds Special Revenue Funds Debt Service Funds Enterprise Funds Fiduciary Funds 17 Taxes Key Performance Indicators 2020 2021 2022 2023 2024 Class 4 Cities 58.1%58.8%57.6%N/A N/A Cities in Wright County 58.0%56.0%53.9%N/A N/A City of Albertville 47.1%46.8%46.4%41.7%40.7% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% Tax Rates 2020 2021 2022 2023 2024 Class 4 Cities $574 $606 $630 N/A N/A Cities in Wright County $532 $549 $565 N/A N/A City of Albertville $561 $545 $594 $632 $721 $- $100 $200 $300 $400 $500 $600 $700 $800 Taxes Per Capita 18 Debt Key Performance Indicators 2020 2021 2022 2023 2024 Class 4 Cities $2,005 $2,150 $2,198 N/A N/A Cities in Wright County $2,232 $2,159 $2,379 N/A N/A City of Albertville $1,651 $1,386 $1,182 $2,165 $1,948 $- $500 $1,000 $1,500 $2,000 $2,500 Debt Per Capita 2020 2021 2022 2023 2024 Class 4 Cities 14.16%13.39%13.38%N/A N/A Cities in Wright County 17.25%14.66%15.28%N/A N/A City of Albertville 11.22%15.29%11.48%11.37%7.03% 0.00% 2.00% 4.00% 6.00% 8.00% 10.00% 12.00% 14.00% 16.00% 18.00% 20.00% Debt Service Expenditures as a Percent of Total Expenditures 19 Expenditures Key Performance Indicators 2020 2021 2022 2023 2024 Class 4 Cities $791 $839 $856 N/A N/A Cities in Wright County $707 $769 $755 N/A N/A City of Albertville $525 $518 $684 $575 $655 $- $100 $200 $300 $400 $500 $600 $700 $800 $900 Current Expenditures Per Capita 2020 2021 2022 2023 2024 Class 4 Cities $426 $558 $527 N/A N/A Cities in Wright County $355 $477 $494 N/A N/A City of Albertville $485 $149 $229 $248 $307 $- $100 $200 $300 $400 $500 $600 Capital Expenditures Per Capita 20 Your Abdo Team Andy Berg, CPA Partner andrew.berg@abdosolutions.com Tyler See, CPA Manager tyler.see@abdosolutions.com Alex Trippel, CPA Senior Associate alex.trippel@abdosolutions.com Jason Fagan Associate jason.fagan@abdosolutions.com Katie Hoffmann katie.hoffmann@abdosolutions.com Intern