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Finance - Annual Audit - 09/30/2009 STATE OF IDAHO CITY OF EAGLE AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2009 STATE OF IDAHO CITY OF EAGLE TABLE OF CONTENTS Independent Auditor's Report 1-2 Basic Financial Statements: Government-wide Financial Statements: Statement of Net Assets 3 Statement of Activities 4 Fund Financial Statements: Balance Sheet- Governmental Funds 5 Statement of Revenues, Expenditures and Changes in Fund Balances- Governmental Funds 6 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities 7 Statement of Net Assets- Proprietary Fund 8 Statement of Revenues, Expenses and Changes in Fund Net Assets - Proprietary Fund 9 Statement of Cash Flows- Proprietary Fund 10-11 Notes to the Financial Statements 12-25 Required Supplementary Information: Statement of Revenue, Expenditures and Changes in Fund Balances - Budget and Actual - Major Governmental Funds 26 Supporting schedules: Individual Fund Schedules: Statement of Revenues- Budget and Actual - General Fund 27 Statement of Expenditures- Budget and Actual - General Fund 28 Statement of Revenues and Expenditures- Budget and Actual - Library Special Revenue Fund 29 STATE OF IDAHO CITY OF EAGLE TABLE OF CONTENTS (Continued) Supporting schedules (continued): Statement of Revenues and Expenditures- Budget and Actual - Library G.O. Bond Debt Service Fund 30 Statement of Revenues and Expenses- Budget (Non-GAAP Budgetary Basis) and Actual - Water Enterprise Fund 31 Operation in Tax Rolls 32 Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards 33-34 Gibbons, Scott & Dean U P Certified Public Accountants Professional Building Terry L.Scott,CPA 1803 Ellis Avenue 208-459-4649 John P.Dean,CPA Caldwell,Idaho 83605 Fax 208-459-4649 INDEPENDENT AUDITOR'S REPORT Honorable Mayor and Members of the City Council City of Eagle Eagle, Idaho We have audited the accompanying financial statements of the governmental activities, the business- type activities, each major fund, and the aggregate remaining fund information of the City of Eagle as of and for the year ended September 30, 2009, which collectively comprise the City's basic financial statements as listed in the table of contents. These financial statements are the responsibility of the City of Eagle's management. Our responsibility is to express an opinion on these financial statements based on our audit. We did not audit the financial statements of the Eagle Urban Renewal Agency discretely presented component unit which represents 100 percent of the assets, net assets, and revenues of the aggregate discretely presented component unit. Those financial statements were audited by other auditors whose reports thereon have been furnished to us, and our opinion, insofar as it relates to the amounts included for the aggregate discretely presented component unit is based on the report of the other auditors. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, based on our audit and the report of other auditors, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the City of Eagle as of September 30, 2009, and the respective changes in financial position and, where applicable, cash flows thereof for the year then ended in conformity with accounting principles generally accepted in the United States of America. In accordance with Government Auditing Standards, we have also issued our report dated March 25, 2010 on our consideration of City of Eagle's internal control over financial reporting and our tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be considered in assessing the results of our audit. 1 City of Eagle has not presented management's discussion and analysis that accounting principles generally accepted in the United States has determined is necessary to supplement, although not required to be part of, the basic financial statements. Budgetary comparison information on page 26 is not a required part of the basic financial statements but is supplementary information required by accounting principles generally accepted in the United States of America. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods of measurement and presentation of the supplementary information. However, we did not audit the information and express no opinion on it. Our audit was conducted for the purpose of forming an opinion on the financial statements that collectively comprise the City of Eagle basic financial statements. The accompanying financial information listed as supporting schedules in the table of contents is presented for purposes of additional analysis and is not a required part of the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, is fairly stated in all material respects in relation to the basic financial statements taken as a whole. GIBBONS, SCOTT& DEAN LLP Certified Public Accountants March 25, 2010 2 State of Idaho City of Eagle Statement of Net Assets September 30, 2009 Primary Government Component Unit Governmental Business-type Eagle Urban Activities Activities Total Renewal Agency Assets Cash $ 15,657 $ 156,621 $ 172,278 $ 96,064 Investments 431,296 165,059 596,355 Receivables (net of allowance for uncollectibles) 1,306,531 72,210 1,378,741 167,370 Prepaid expenses 16,888 111 16,999 Restricted assets: Restricted cash 6,150 6,150 Deferred charges 28,141 28,141 Capital assets (net of accumulated depreciation) 13,780,635 5,358,004 19,138,639 Total assets 15,579,148 5,758,155 21,337,303 263,434 Liabilities Bank overdraft 79,858 79,858 Accounts payable 216,954 97,479 314,433 62,080 Accrued payroll 73,187 7,694 80,881 Deferred revenue 116,439 116,439 99,990 Deposits payable 357,459 357,459 Accrued interest 25,368 132,447 157,815 Liabilities payable from restricted assets 6,150 6,150 Noncurrent liabilities: Due within one year 263,621 5,170 268,791 30,000 Due in more than one year 3,845,623 2,326,140 6,171,763 69,950 Total liabilities 4,978,509 2,575,080 7,553,589 262,020 Net Assets Invested in capital assets, net of related debt 9,849,041 3,032,998 12,882,039 Restricted for: Tree fund 21,101 21,101 Special revenue 442,373 442,373 Debt service 25,077 25,077 Unrestricted 263,047 150,077 413,124 1,414 Total net assets $ 10,600,639 $ 3,183,075 $ 13,783,714 $ 1,414 The accompanying notes are an integral part of this statement. 3 CO N- N- r; Cr _cos N O O N UN 1.0 CO C) V o Q v o CD CO N oa �)m E ° ° OW a) U c E» NI.NOCD O NV' N CONCOCOC LC) 00 _M CO IC) . 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O (6 m@ a O v a)I>C90_ = US ~ �� I— ED m (i C7 ' 0 a) CO 0 F- State of Idaho City of Eagle Balance Sheet Governmental Funds September 30, 2009 Other Governmental Fund Total Debt Governmental General Library Service Funds Assets Cash $ 325 $ 13,592 $ 1,740 $ 15,657 Investments 41,421 378,700 11,175 431,296 Receivables (net of allowance for uncollectibles) 1,179,337 109,237 17,957 1,306,531 Prepaid expenses 9,200 7,688 16,888 Total assets $ 1,230,283 $ 509,217 $ 30,872 $ 1,770,372 Liabilities and Fund Balances Liabilities: Bank overdraft $ 79,858 $ $ $ 79,858 Accounts payable 191,461 25,493 216,954 Accrued payroll 49,510 23,677 73,187 Deferred revenue 201,197 95,979 16,291 313,467 Deposits payable 357,459 357,459 Total liabilities 879,485 145,149 16,291 1,040,925 Fund balances: Reserved for: Prepaid expenses 9,200 7,688 16,888 Loan 69,950 69,950 Tree fund 21,101 21,101 Debt service 14,581 14,581 Unreserved, reported in: General fund 250,547 250,547 Special revenue funds 356,380 356,380 Total fund balances 350,798 364,068 14,581 729,447 Total liabilities and fund balances $ 1,230,283 $ 509,217 $ 30,872 Amounts reported for governmental activities in the statement of net assets are different because: Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the funds. 13,780,635 Other long-term assets are not available to pay for current-period expenditures and, therefore, are deferred in the funds. 197,028 Long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds. (4,106,471) Net assets of governmental funds $ 10,600,639 The accompanying notes are an integral part of this statement. 5 State of Idaho City of Eagle Statement of Revenues, Expenditures and Changes in Fund Balances Governmental Funds For the Year Ended September 30, 2009 Other Governmental Fund Total Debt Governmental General Library Service Funds Revenues: Taxes $ 2,046,559 $ 985,715 $ 218,775 $ 3,251,049 Licenses and permits 312,451 312,451 Intergovernmental 1,680,588 104,450 1,785,038 Charges for services 525,830 525,830 Fines 325 38,401 38,726 Miscellaneous 21,941 10,504 960 33,405 Total revenues 4,587,694 1,139,070 219,735 5,946,499 Expenditures: Current: General government 2,507,035 2,507,035 Public safety 1,573,179 1,573,179 Highways and streets 261,872 261,872 Culture and recreation 489,778 1,013,319 1,503,097 Debt service: Principal 150,000 150,000 Interest and fiscal charges 76,759 76,759 Total expenditures 4,831,864 1,013,319 226,759 6,071,942 Excess (deficiency) of revenues over (under) expenditures (244,170) 125,751 (7,024) (125,443) Other financing sources (uses): Proceeds from tax anticipation note 500,000 500,000 Payment of tax anticipation note (500,000) (500,000) Transfer in 100,000 100,000 Total other financing sources (uses) 100,000 100,000 Net change in fund balances (144,170) 125,751 (7,024) (25,443) Fund balances - beginning 494,968 238,317 21,605 754,890 Fund balances - ending $ 350,798 $ 364,068 $ 14,581 $ 729,447 The accompanying notes are an integral part of this statement. 6 State of Idaho City of Eagle Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities For the Year Ended September 30, 2009 Amounts reported for governmental activities in the statement of activities are different because: Net change in fund balances - total governmental funds $ (25,443) Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which depreciation exceeded capital outlays in the current period. (527,981) The net effect of various miscellaneous transactions involving capital assets (i.e., sales, trade-ins, and donations) is to increase net assets. 62,337 Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. 98,792 The issuance of long-term debt (e.g., bonds) provides current financial resources to governmental funds, while the repayment of the principal of long-term debt consumes the current financial resources of governmental funds. Neither transaction, however, has any effect on net assets. Also, governmental funds report the effect of issuance costs, premiums, discounts, and similar items when debt is first issued, whereas these amounts are deferred and amortized in the statement of activities. This amount is the net effect of these differences in the treatment of long-term debt and related items. 154,483 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. 6,557 Change in net assets of governmental activities $ (231,255) The accompanying notes are an integral part of this statement. 7 State of Idaho City of Eagle Statement of Net Assets Proprietary Fund September 30, 2009 Business-type Activities - Enterprise Assets Funds Current assets: Cash $ 156,621 Investments 165,059 Receivables (net of allowance for uncollectibles) 72,210 Prepaid expenses 111 Total current assets 394,001 Noncurrent assets: Restricted cash 6,150 Capital assets (net of accumulated depreciation) 5,358,004 Total noncurrent assets 5,364,154 Total assets 5,758,155 Liabilities: Current liabilities: Accounts payable 97,479 Accrued payroll 7,694 Compensated absences 5,170 Accrued interest 132,447 Total current liabilities 242,790 Current liabilities (payable from restricted assets): Customer deposits 6,150 Noncurrent liabilities: Compensated absences 1,134 Loan payable 2,325,006 Total noncurrent liabilities 2,326,140 Total liabilities 2,575,080 Net assets: Invested in capital assets, net of related debt 3,032,998 Unrestricted 150,077 Total net assets $ 3,183,075 The accompanying notes are an integral part of this statement. 8 State of Idaho City of Eagle Statement of Revenues, Expenses and Changes in Fund Net Assets Proprietary Fund For the Year Ended September 30, 2009 Business-type Activities - Enterprise Operating revenues: Funds Charges for services $ 445,196 Miscellaneous 2,841 Total operating revenues 448,037 Operating expenses: Personal services 197,038 Supplies 186 Utilities 29,649 Other services and charges 118,547 Depreciation 157,256 Total operating expenses 502,676 Operating loss (54,639) Nonoperating revenues (expenses): Interest income 747 Intertie fees 70,853 Interest expense (72,615) Total nonoperating revenues (expenses) (1,015) Income (loss) before contributions (55,654) Capital contributions 2,335,922 Transfer out (100,000) Change in net assets 2,180,268 Total net assets - beginning 1,002,807 Total net assets - end $ 3,183,075 The accompanying notes are an integral part of this statement. 9 State of Idaho City of Eagle Statement of Cash Flows Proprietary Fund For the Year Ended September 30, 2009 Business-type Activities - Enterprise Funds Cash flows from operating activities: Cash received from customers $ 410,088 Cash payments to employees for goods and services (190,752) Cash payments to suppliers for goods and services (162,862) Miscellaneous 2,841 Net cash provided by (used for) operating activities 59,315 Cash flows from noncapital financing activities: Transfer out (100,000) Intertie fees 80,000 Net cash provided by noncapital financing activities (20,000) Cash flows from capital and related financing activities: Acquisition of capital assets (69,836) Proceeds from loan 54,623 Capital contributed by customers 13,670 Net cash provided by (used for) capital and related financing activities (1,543) Cash flows from investing activities: Interest received 691 Net increase (decrease) in cash and cash equivalents 38,463 Cash and cash equivalents - beginning of year 289,367 Cash and cash equivalents - end of year $ 327,830 The accompanying notes are an integral part of this statement. 10 Reconciliation of operating loss to net cash provided by operating activities Operating loss $ (54,639) Adjustments to reconcile operating loss to net cash provided by operating activities: Depreciation 157,256 Capital assets in accounts payable (70,394) Change in assets and liabilities: (Increase) decrease in accounts receivable (41,258) (Increase) decrease in prepaid expenses (111) Increase (decrease) in accounts payable 56,025 Increase (decrease) in customer deposits payable 6,150 Increase (decrease) in accrued payroll 4,498 Increase (decrease) in compensated absences 1,788 Total adjustments 113,954 Net cash provided by (used for) operating activities $ 59,315 Noncash investing, capital, and financing activities: Contributions of capital assets from customers/developers $ 2,322,252 The accompanying notes are an integral part of this statement. 11 State of Idaho City of Eagle Notes to the Financial Statements September 30, 2009 I. Summary of Significant Accounting Policies The financial statements of the City of Eagle have been prepared in conformity with generally accepted accounting principles (GAAP) as applied to governmental units. The Governmental Accounting Standards Board (GASB) is the accepted standard-setting body for establishing governmental accounting and financial reporting principles. Significant City accounting policies are described below. A. Reporting Entity The City of Eagle is an incorporated city of the State of Idaho. The City operates under a Mayor- Council form of government and provides the following services as authorized by its charter: public safety (police), culture- recreation, planning and zoning, and general administrative services. The accompanying financial statements present the City and its component units, entities for which the City is considered to be financially accountable. The component unit column in the government-wide statements is the financial data of the Eagle Urban Renewal Agency. Eagle Urban Renewal Agency is a separate and distinct legal entity created by state statute. The directors are appointed by the Mayor and approved by the City Council. Eagle Urban Renewal Agency provides urban development services for the citizens of the city. Complete financial statements can be obtained from the Eagle Urban Renewal Agency. B. Government-wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net assets and the statement of changes in net assets) report information on all of the nonfiduciary activities of City of Eagle. For the most part, the effect of interfund activity has been removed from these statements. 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. 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 and proprietary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. 12 C. Measurement Focus, Basis of Accounting and Basis of 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 and fiduciary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City considers 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, interest and intergovernmental revenues associated with the current fiscal period are all considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. Only the portion of special assessments receivable due within the current fiscal period is considered to be susceptible to accrual as revenue of the current period. All other revenue items are considered to be measurable and available only when cash is received by the City. The City reports the following major governmental funds: The general fund is the City's primary operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. The library fund accounts for the resources accumulated for the operation of the library. The City reports the following major proprietary fund: The water fund accounts for the activities of the City's water distribution operations. Private-sector standards of accounting and financial reporting issued prior to December 1, 1989, generally are followed in both the government-wide and proprietary fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. Governments also have the option of following subsequent private- sector guidance for their business-type activities and enterprise funds, subject to this same limitation. The City has elected to follow subsequent private-sector guidance. As a general rule the effect of interfund activity has been eliminated from the government-wide financial statements. Exceptions to this general rule are payments-in-lieu of taxes and other charges between the City's water function 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. Amounts reported as program revenues include 1) charges to customers or applicants for goods, services, or privileges provided, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as 13 general revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. The principal operating revenues of the City's 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 of capital assets. All revenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. 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. D. Assets, Liabilities and Net Assets or Equity 1. 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. State statutes authorize the city to invest in olbligations of the United States, state and local governments; time deposit accounts; repurchase agreements; Local Government Investment Pool; and the Diversified Bond Fund. Investments for the City are reported at fair value. The Local Government Investment Pool and Diversified Bond Fund operate in accordance with appropriate state laws and regulations. 2. Receivables Property taxes are an enforceable lien on property. The lien date is January 1 for property taxes levied on the third Monday of the following September. Taxes can be paid in two installments with payments due by December 20 and June 20. Ada County bills and collects the taxes and remits them to the City monthly. City property tax revenues are recognized when entered on the tax rolls to the extent that they result in receivables. Taxes receivable represent balances due as of August 31. Taxes collected by the Ada County Tax Collector in September, are on deposit with the Ada County Treasurer. These collections were turned over to the City of Eagle subsequent to September 30. 3. Restricted Assets Certain proceeds and resources are set aside and classified as restricted assets on the balance sheet because their use is limited by City ordinance and by the City Council. In the water fund, the customer deposit account is used to report resources received from users of the utility system to be returned to the customer when leaving the system provided all utility bills are paid current. 4. Prepaid Expenses Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid expenses in both government-wide and fund financial statements. 14 5. 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 initial, individual cost of more than $300 and an estimated useful life in excess of three years. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market value at the date of donation. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend asset lives are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest incurred during the construction phase of capital assets of business-type activities is included as part of the capitalized value of the assets constructed, net of interest earned on the invested proceeds over the same period. Property, plant and equipment is depreciated using the straight-line method over the following estimated useful lives: Assets Years Buildings 20-40 Improvements other than buildings 10-40 Equipment 5-40 6. Compensated Absences It is the City's policy to permit employees to accumulate earned but unused annual leave. Annual leave 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. 7. 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 assets. Bond premiums and discounts, as well as issuance costs, are deferred and amortized over the life of the bonds using the effective interest method. Bonds payable are reported net of the applicable bond premium or discount. Bond issuance costs are reported as deferred charges and amortized over the term of the related debt. In the fund financial statements, governmental fund types recognize 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. 8. Fund Equity In the fund financial statements, governmental funds report reservations of fund balance for amounts that are not available for appropriation or are legally restricted by outside 15 parties for use for a specific purpose. Designations of fund balance represent tentative management plans that are subject to change. Reserves have been established for the amount of the loan that is not available to be appropriated for expenditures, prepaid expenses, tree fund and debt service. 9. Net Assets The government-wide statement of net assets reports $488,551 of restricted net assets, of which $25,077 is restricted by enabling legislation. II. Reconciliation of Government-wide and Fund Financial Statements A. Explanation of Certain Differences Between the Governmental Fund Balance Sheet and the Government-wide Statement of Net Assets The governmental fund balance sheet includes a reconciliation between fund balance — total governmental funds and net assets — governmental activities as reported in the government- wide statement of net assets. One element of that reconciliation explains that "long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds." The details of this $4,106,471 difference are as follows: Bonds payable $ (1,565,112) Deferred charges 28,141 Leases payable (2,446,594) Accrued interest payable (25,368) Compensated absences (97,538) Net adjustment to reduce fund balance—total governmental funds to arrive at net assets— governmental activities $ (4,106,471) B. Explanation of Certain Difference Between the Governmental Fund Statement of Revenues, Expenditures, and Changes in Fund Balances and the Government-wide Statement of Activities The governmental fund statement of revenues, expenditures, and changes in fund balances includes a reconciliation between net changes in fund balances- total governmental funds and changes in net assets of governmental activities as reported in the government-wide statement of activities. One element of that reconciliation explains that "Governmental funds report capital outlay as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense." The details of this $527,981 difference are as follows: Capital outlay $ 164,875 Depreciation expense (692,856) Net adjustment to decrease net changes in fund balances—total governmental fund to arrive at changes in net assets of governmental activities $ (527,981) Another element of that reconciliation states that "The net effect of various miscellaneous transactions involving capital assets (i.e., sales, trade-ins, and donations) is to increase net 16 assets." The details of this$62,337 difference are as follows: In the statement of activities, only the loss on the retirement of capital assets is reported. However, in the governmental funds, the proceeds from the sale increase financial resources. Thus, the change in net assets differs from the change in fund balance by the cost of the assets retired. $ (3,595) Donations of capital assets increase net assets in the statement of activities, but do not appear in the governmental funds because they are not financial resources. 65,932 Net adjustment to increase net changes in fund balances—total governmental funds to arrive at changes in net assets of governmental activities $ 62,337 Another element of that reconciliation states that "the issuance of long-term debt (e.g., bonds, leases) provides current financial resources to governmental funds, while the repayment of the principal of long-term debt consumes the current financial resources of governmental funds. Neither transaction, however, has any effect on net assets. Also, governmental funds report the effect of issuance costs, premiums, discounts, and similar items when debt is first issued, whereas these amounts are deferred and amortized in the statement of activities." The details of the $154,483 difference are as follows: Principal repayments: General obligation bond $ 150,000 Capital leases 4,483 Net adjustment to increase net changes in fund balances—total governmental funds to arrive at changes in net assets of governmental activities $ 154.483 Another element of that reconciliation states that "Some expenses reported in the statement of activities do not require the use of current financial resources and therefore are not reported as expenditures in governmental funds." The details of this $6,557 difference are as follows: Compensated absences $ (607) Amortization of deferred charges (3,555) Amortization of bond premium 10,119 Accrued interest 600 Net adjustment to increase net changes in fund balances-total governmental funds to arrive at changes in net assets of governmental activities $ 6.557 III. Stewardship, Compliance and Accountability A. Budgetary Information The City follows these procedures in establishing the budgetary data reflected in the financial statements: 17 1. Prior to September 1, the City Clerk/Treasurer, the Mayor and the City Council prepare a proposed operating budget for the fiscal year commencing the following October 1. The operating budget includes proposed expenditures and the means of financing them. 2. Public hearings are conducted at the City Hall to obtain taxpayer comments. 3. Prior to October 1, the budget is legally enacted through passage of an ordinance. 4. The City Council by following the same budgetary procedures used to adopt the original budget may amend it to a greater amount if additional revenue will accrue to the city as a result of increases in state or federal grants or allocations, as a result of an increase in revenues from any source other than ad valorem tax revenues or as a result of an increase in enterprise funds to finance the operation and maintenance of governmental facilities and services which are entirely or predominantly self-supporting by user charges. 5. Formal budgetary integration is employed as a management control device during the year for the general fund, special revenue, debt service and enterprise funds. 6. Budgets for the general, special revenue, and debt service funds are adopted on a basis consistent with generally accepted accounting principles (GAAP). Budgets for enterprise funds are adopted on a non-GAAP basis. 7. Budgeted amounts are as amended for the fiscal year ended September 30, 2009. 8. Expenditures may not legally exceed budgeted appropriations at the fund level. The City of Eagle does not use the encumbrance method of accounting. IV. Detailed Notes on All Funds A. Deposits and Investments As of September 30, 2009, City of Eagle had the following investments: Weighted Average Investment Type (Fair Value Maturity (Years) Municipal money market $ 596,355 - Custodial credit risk — deposits. In the case of deposits, this is the risk that in the event of a bank failure, the City's deposits may not be returned to it. The City does not have a deposit policy for custodial credit risk. As of September 30, 2009, $345,749 of the City's bank balance of $790,167 was exposed to custodial credit risk because it was uninsured and uncollateralized. B. Receivables Receivables as of year end for the City's individual major and nonmajor funds in the aggregate, including the applicable allowances for uncollectible accounts, are as follows: 18 Debt General Library Water Service Total Receivables: Taxes $ 93,343 $ 79,896 $ $ 17,957 $ 191,196 Accounts 599,238 36,641 72,210 708,089 Intergovernmental 386,806 386,806 Loan 99.950 99.950 Gross receivables 1,179,337 116,537 72,210 17,957 1,386,041 Less allowance for uncollectibles 7,300 7,300 Net total receivables $1.179,337 $109,237 $ 72,210 $ 17,957 $1,378,741 The only receivables not expected to be collected within one year are $76,203 of taxes, $14,685 of accounts and $69,950 of loan. Governmental funds report deferred revenue in connection with receivables for revenues that are not considered to be available to liquidate liabilities of the current period. Governmental funds also defer revenue recognition in connection with resources that have been received, but not yet earned. At the end of the current fiscal year, the various components of deferred revenue and unearned revenue reported in the governmental funds were as follows: Unavailable Unearned Delinquent property taxes receivable (general fund) $ 84,758 $ Delinquent property taxes receivable (library fund) 72,506 Delinquent property taxes receivable (debt service fund) 16,291 Capital assets donation (general fund) 110,000 Grant revenues (general fund) 6,439 Delinquent fines, fees, etc. receivable (library fund) 23,473 Total deferred/unearned revenue for governmental funds $ 197,028 $ 116.439 C. Capital Assets Capital asset activity for the year ended September 30, 2009, was as follows: Beginning Ending Balance Additions Deletions Balance Governmental activities: Capital assets not being depreciated: Land $ 1,701,708 $ $ $ 1,701,708 Artwork/collectibles 132,917 132,917 Construction in progress 1,618,578 40,170 984,328 674,420 Total capital assets, not being depreciated 3,453,203 40,170 984,328 2,509,045 Capital assets being depreciated: Buildings 5,838,793 1,692 5,840,485 Improvements other than buildings 4,820,772 1,051,864 5,872,636 Equipment 3,613,350 121,409 59,820 3,674,939 19 Beginning Ending Balance Additions Deletions Balance Governmental activities (continued): Total capital assets being depreciated $ 14,272,915 $ 1,174,965 $ 59,820 $ 15,388,060 Less accumulated depreciation for: Buildings 786,962 146,679 933,641 Improvements other than buildings 1,260,447 240,364 1,500,811 Equipment 1,432,430 305,813 56,225 1,682,018 Total accumulated depreciation 3,479,839 692,856 56,225 4,116,470 Total capital assets, being depreciated, net 10,793,076 482,109 3,595 11,271,590 Governmental activities capital assets, net $ 14.246.279 $ 522,279 $ 987,923 $ 13,780,635 Business-type activities: Capital assets not being depreciated: Land $ 93,250 $ $ $ 93,250 Construction in progress 77,461 109,663 77,461 109,663 Total capital assets, not being depreciated 170,711 109,663 77,461 202,913 Capital assets being depreciated: Buildings 212,354 286,660 499,014 Improvements other than buildings 2,664,061 1,993,475 4,657,536 Equipment 239,482 152,326 391,808 Total capital assets being depreciated 3,115,897 2,432,461 5,548,358 Less accumulated depreciation for: Buildings 6,173 12,475 18,648 Improvements other than buildings 163,698 124,308 288,006 Equipment 66,140 20,473 86,613 Total accumulated depreciation 236,011 157,256 393,267 Total capital assets, being depreciated, net 2,879,886 2,275,205 5,155,091 Business-type activities capital assets, net $ 3,050.597 $ 2,384,868 $ 77,461 $ 5.358,004 Depreciation expense was charged to functions/programs of the City as follows: 20 Governmental activities: General government $ 153,377 Public safety 1,802 Culture and recreation 537,677 Total depreciation expense- governmental activities $ 692.856 Business-type activities: Water $ 157,256 Construction Commitments The City has active construction projects for a chlorination system and parking lot as of September 30, 2009. At year end the City's commitment with the contractor is as follows: Remaining Project Spent-to-Date Commitment Senior citizen building parking lot $ 0 $ 95,073 Chlorination system 79,509 38,041 $ 79,509 $ 133,114 D. Interfund Receivables, Payables and Transfers The composition of interfund balances as of September 30, 2009, is as follows: Interfund transfers: Transfer out Transfer in Amount Water General $ 100.000 Transfers are used to move unrestricted revenues from the water fund to general for reallocation of revenue sharing funds. This was a one-time transfer. E. Leases Operating Leases The City leases office equipment under cancelable operating leases. Total costs for such leases were $26,768 for the year ended September 30, 2009. The future minimum lease payments for these leases are as follows: Year Ending September 30, Amount 2010 $ 29,276 2011 24,604 2012 19,321 2013 13,043 2014 6,404 $ 92.648 21 Capital Lease The City has entered into a lease agreement to finance the acquisition of a building. This lease agreement qualifies as a capital lease for accounting purposes. The City owns the land the building is on. The building lease payment has been reduced by the income received for leasing the ground to the owners of the building. The city receives $1,000 annually for 20 years. The asset acquired through the capital lease is as follows: Governmental Activities Asset: Building $ 2,726,887 Less accumulated depreciation (238,602) Total $ 2.488.285 The future minimum lease obligations and the net present value of these minimum lease payments as of September 30, 2009, were as follows: Year Ending Governmental September 30, Activities 2010 $ 239,593 2011 239,593 2012 239,593 2013 239,593 2014 239,593 2015-2019 1,197,963 2020-2024 1,197,963 2025-2029 1,164,963 2030-2034 1,142,963 2035-2039 1,142,963 2040-2044 1,142,963 2045-2049 1,142,963 2050-2054 1,142,963 2055-2056 457,185 Total minimum lease payments 10,930,854 Less amount representing interest (8,484,260) Present value of minimum lease payments $ 2,446.594 F. 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 governmental activities. General obligation bonds are direct obligations and pledge the full faith and credit of the city. These bonds have been issued to provide funds for the construction of a library. In November 2006 the original general obligation bonds were refinanced with the Idaho Bond Bank Authority in the amount of$1,485,000. They are to be repaid over the next 10 years with an interest rate of 4.0% -5.0%. General obligation bonds currently outstanding are in 22 the amount of$1,485,000. Annual debt service requirements to maturity for general obligation bonds are as follows: Year ending Governmental Activities September 30, Principal Interest 2010 $ 155,000 $ 69,544 2011 165,000 63,150 2012 170,000 56,550 2013 175,000 49,750 2014 190,000 41,000 2015-2017 630.000 64,000 $1.485,000$ 343.994 Revenue Loan. The City has entered into a loan agreement with the Idaho Department of Environmental Quality for improvements to the water system in the amount of $2,590,000. Interest rate is 3.25%. The loan is to be repaid in biannual payments over 20 years. Amounts are received as the expenses are incurred. At September 30, 2009, the City had received $2,325,006. For the fiscal year ended September 30, 2009, the following transactions involving interest expense were incurred in the governmental and business-type activities: Governmental Business-type Total interest incurred $ 312,749 $ 74,797 Total interest expensed 312,749 72,615 Total interest capitalized -0- 2,182 Changes in Long-Term Liabilities. Long-term liability activity for the year ended September 30, 2009 was as follows: Beginning Ending Due Within Balance Additions Reductions Balance One Year Governmental activities: General obligation bonds $1,635,000 $ $ 150,000 $1,485,000 $ 155,000 G.O. bond premium 90,231 10,119 80,112 10,119 Leases 2,451,077 4,483 2,446,594 4,933 Compensated absences 96,931 143,170 142,563 97,538 93,569 Governmental activity long-term liabilities $4,273,239 $ 143,170 $ 307.165 $4,109,244 $ 263,621 Business-type activities: Loan $2,270,383 $ 54,623 $ $2,325,006 $ 0 Compensated absences 4,516 6,280 4,492 6,304 5,170 Business-type activity long-term liabilities $2,274,899 $ 60,903 $ 4,492 $2.331,310$ 5,170 Component Unit. As of September 30, 2009, the City has loaned the Eagle Urban Renewal Agency $99,950 for operational expenses. They are to repay the City either 15% of tax revenue collected or at least $30,000 annually. It is to be repaid in four years. There is no interest being charged. 23 G. Restricted Assets The balance of the restricted asset accounts in the enterprise funds are as follows: Customer deposits-water fund $ 6,150 V. 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; and natural disasters for which the City carries commercial insurance. B. Defined Benefit Pension Plan Public Employee Retirement System of Idaho — The Public Employee Retirement System of Idaho (PERSI), a cost-sharing multiple-employer public retirement system, was created by the Idaho State Legislature. It is a defined benefit plan requiring that both the member and the employer contribute. The plan provides benefits based on members' years of service, age and compensation. In addition, benefits are provided for disability, death, and survivors of eligible members or beneficiaries. The authority to establish and amend benefit provisions is established in Idaho Code. Designed as a mandatory system for eligible state and school district employees, the legislation provided for other political subdivisions to participate by contractual agreement with PERSI. Financial reports for the plan are available from PERSI upon request. After 5 years of credited service, members become fully vested in retirement benefits earned to date. Members are eligible for retirement benefits upon attainment of the ages specified for their employment classification. For each month of credited service, the annual service retirement allowance is 2.0% (2.3% police/firefighter) of the average monthly salary for the highest consecutive 42 months. The contribution requirements of the City of Eagle and its employees are established and may be amended by the PERSI Board of Trustees. At September 30, 2009, the required contribution rate for general employees was 10.39% and 6.23% of covered payroll for the City of Eagle and its employees, respectively. The City of Eagle's contributions required and paid were $170,203; $170,235; and $151,643 for the years ended September 30, 2009, 2008 and 2007 respectively. C. Contingencies The City is currently involved in several cases. Although the outcome of these proceedings is not presently determinable, in the opinion of management the resolution of these matters will not have a material adverse effect on the financial condition of the City. Amounts received or receivable from grantor agencies are subject to audit and adjustment by grantor agencies, principally the federal government. Any disallowed claims, including amounts already collected, may constitute a liability of the applicable funds. The amount, if any, of expenditures which may be disallowed by the grantor cannot be determined at this time although the city expects such amounts, if any, to be immaterial. 24 D. Commitments In September, the city council passed the necessary documentation to issue a tax anticipation note for $375,000 for fiscal year 2010 when needed. E. Component Unit The Eagle Urban Renewal Agency is created by and exists under the Idaho Urban Renewal Law of 1965, as amended, and is a separate legal entity. As of September 30, 2009, Eagle Urban Renewal Agency had a loan payable to the City of Eagle for$99,950. 25 O O CA N N CO O C) O co co co O CD O • CO C) r N N to LO to to A CO A C) N C CV N N N O) O) O) C m CO CO N N N CS - •C CCI Ca C ALL te EA C _ _ L L l� tto O O N. v- Cr) o to A- COO NJ- to0 MM N. N. CO O L'' 7 to CO O 01 CO M u CO T. 5 CO O MA- M Q O) r O O r A- N CO CO J ,- ,- Efl Er} - o ° °o Co to oo to L too N 73 C Tr Tr CO Tr CO Co CO N. 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(6 a) N a) O N C a) o CT C C o c c • O C as 'C o) C 9— U) N C6 C C (6 O 2 a) 0 c C7) C3) '0 a) Da_ o N C co V r 7 •- C -0 a) C CIS ++ O a) ::1-5 _ 'U C a) N a) N al = .O 0 C rn C V" m co "- Cl) 0 N ,O N E rn 3 • N Q V x c tc Cn 'C 0 0 CO a) C C a) N (V 0 0 0 3 6 N v O C C zA a O Cn 7 > O a) Ca _0 x o , E CCU rn C6 CO CO '>+ C C " O N 07 - 0 C N N > a) o) O r-- O o _c Q C ▪ aa) > °' Ca f6 . � .- > = 0 Xo � � -0C orOn a) C C E a) (00 -- o .a c c z _c w H W va a) a) 4- H Z LL LL o 3 a) C rn � to 8H a 2 a) n °)= C o E rn 0 c x a) a) m 0 vu) c L 0 d 2 U a) O >' i m a) Ia .0 .0 C .— m > HJ EULt2 nU � daH s LL w 0 H State of Idaho City of Eagle Schedule of Revenues- Budget and Actual General Fund For the Year Ended September 30, 2009 Budgeted Amounts- Variance with Original Final Actual Final Budget- Taxes: Property taxes $ 1,155,006 $ 1,155,006 $ 1,119,938 $ (35,068) Penalties and interest 2,500 2,500 10,499 7,999 Franchise 906,500 906,500 916,122 9,622 Total taxes 2,064,006 2,064,006 _ 2,046,559 (17,447) Licenses and permits: Alcoholic beverages 20,000 20,000 18,348 (1,652) Business 16,500 16,500 16,025 (475) Building inspection 1,148,500 1,148,500 267,345 (881,155) Miscellaneous 3,000 3,000 4,165 1,165 Animal 7,000 7,000 6,568 (432) Total licenses and permits 1,195,000 1,195,000 312,451 (882,549) Intergovernmental: Grants 251,675 251,675 11,222 (240,453) State revenue sharing 1,188,514 1,188,514 1,021,571 (166,943) State liquor apportionment 250,000 250,000 373,916 123,916 Inventory phase-out 201,416 201,416 111,746 (89,670) Urban renewal 70,243 70,243 (70,243) Building inspection 120,000 120,000 78,913 (41,087) Court revenue 80,000 80,000 83,220 3,220 Total intergovernmental 2,161,848 2,161,848 1,680,588 (481,260) Charges for services: Annexation, planning and zoning; design review, plan review 618,700 618,700 428,572 (190,128) Street lights 1,500 1,500 645 (855) Impact fees 188,552 188,552 39,172 (149,380) Impact processing fees 2,700 2,700 460 (2,240) Energy standards 15,800 15,800 5,000 (10,800) Saturday market/last Thursday fees 29,000 29,000 35,128 6,128 Drainage fees 2,500 2,500 3,200 700 Park/recreation fees 14,100 14,100 13,653 (447) Total charges for services 872,852 872,852 525,830 (347,022) Fines: Code enforcement 8,500 8,500 325 (8,175) Miscellaneous: Interest 77,300 77,300 4,706 (72,594) Tree fund 1,000 1,000 (1,000) Rent 1,620 1,620 2,764 1,144 Fundraising 1,000 1,000 425 (575) Donations 6,100 6,100 5,490 (610) Miscellaneous 15,125 15,125 8,556 (6,569) Total miscellaneous 102,145 102,145 21,941 (80,204) Proceed from tax anticipation note 500,000 500,000 Total general fund $ 6,404,351 $ 6,904,351 $ 5,087,694 $ (1,816,657) 27 State of Idaho City of Eagle Schedule of Expenditures- Budget and Actual General Fund For the Year Ended September 30, 2009 Budgeted Amounts- Variance with Original Final Actual Final Budget- General government: Personal services $ 1,948,651 $ 1,948,651 $ 1,561,889 $ 386,762 Supplies 36,800 36,800 25,708 11,092 Other services and charges 1,415,507 1,915,507 734,988 1,180,519 Tax anticipation note payment 500,000 (500,000) Interest/fees-tax anticipation note 17,350 (17,350) Capital outlay 324,500 324,500 19,243 305,257 Total 3,725,458 4,225,458 2,859,178 1,366,280 Election 1,500 1,500 1,281 219 Legal 228,195 228,195 146,576 81,619 Total general government 3,955,153 4,455,153 3,007,035 1,448,118 Public safety: Law enforcement 1,828,508 1,828,508 1,501,225 327,283 Inspection 48,000 48,000 38,677 9,323 Animal control 66,366 66,366 33,277 33,089 Total public safety 1,942,874 1,942,874 1,573,179 369,695 Highways and streets: Street lighting 15,000 15,000 20,367 (5,367) Other services and charges 190,000 190,000 241,505 (51,505) Capital outlay 25,000 25,000 25,000 Total highways and streets 230,000 230,000 261,872 (31,872) Culture and recreation: Cultural and arts: Personal services 52,295 52,295 23,858 28,437 Supplies 700 700 307 393 Other services and charges 87,605 87,605 40,586 47,019 Total cultural and arts 140,600 140,600 64,751 75,849 Parks/recreation: Other services and charges 515,175 515,175 258,225 256,950 Capital outlay 446,049 446,049 76,435 369,614 Total parks 961,224 961,224 334,660 626,564 Historical commission: Personal services 58,736 58,736 56,642 2,094 Supplies 4,952 4,952 3,021 1,931 Other services and charges 42,030 42,030 10,588 31,442 Capital outlay 13,900 13,900 2,086 11,814 Total historical commission 119,618 119,618 72,337 47,281 Library: Other services and charges 50,600 50,600 18,030 32,570 Capital outlay 14,000 14,000 14,000 Total library 64,600 64,600 18,030 46,570 Total culture and recreation 1,286,042 1,286,042 489,778 796,264 Total general fund $ 7,414,069 $ 7,914,069 $ 5,331,864 $ 2,582,205 28 State of Idaho City of Eagle Schedule of Revenues and Expenditures- Budget and Actua Library Special Revenue Fund For the Year Ended September 30, 2009 Budgeted Amounts- Variance with Original Final Actual Final Budget- Revenues: Taxes: Property taxes $ 1,009,901 $ 1,009,901 $ 976,782 $ (33,119) Penalties and interest 1,500 1,500 8,933 7,433 Total taxes 1,011,401 1,011,401 985,715 (25,686) Intergovernmental: City of Boise/Ada Community Library 103,450 103,450 103,450 Grant 1,000 1,000 Total intergovernmental 103,450 103,450 104,450 1,000 Fines: Fines 44,600 44,600 38,401 (6,199) Miscellaneous: Miscellaneous 1,400 1,400 2,014 614 Interest 6,000 6,000 3,495 (2,505) Donations 2,000 2,000 4,995 2,995 Total miscellaneous 9,400 9,400 10,504 1,104 Total library $ 1,168,851 $ 1,168,851 $ 1,139,070 $ (29,781) Expenditures: Culture and recreation: Personal service $ 893,695 $ 893,695 $ 825,776 $ 67,919 Supplies 21,076 21,076 20,228 848 Other services and charges 320,921 320,921 116,259 204,662 Capital outlay 98,909 98,909 51,056 47,853 Total culture and recreation $ 1,334,601 $ 1,334,601 $ 1,013,319 $ 321,282 29 State of Idaho City of Eagle Schedule of Revenues and Expenditures - Budget and Actua Library G.O. Bond Debt Service Fund For the Year Ended September 30, 2009 Budgeted Amounts- Variance with Original Final Actual Final Budget- Revenues: Taxes: Property taxes $ 223,915 $ 223,915 $ 216,764 $ (7,151) Penalties and interest 500 500 2,011 1,511 Total taxes 224,415 224,415 218,775 (5,640) Miscellaneous: Interest 2,000 2,000 960 (1,040) Total revenues $ 226,415 $ 226,415 $ 219,735 $ (6,680) Expenditures: Principal $ 150,000 $ 150,000 $ 150,000 $ Interest 75,919 75,919 75,919 Payment reserve 18,827 18,827 18,827 Fiscal charges 840 840 840 Total expenditures $ 245,586 $ 245,586 $ 226,759 $ 18,827 30 State of Idaho City of Eagle Schedule of Revenues and Expenses - Budget (Non-GAAP Budgetary Basis) and Actual Water Enterprise Fund For the Year Ended September 30, 2009 Budgeted Amounts- Variance with Original Final Actual Final Budget- Revenues: Sales $ 542,400 $ 542,400 $ 445,196 $ (97,204) Water hookups 127,500 127,500 12,920 (114,580) Supply trunk line fee 157,500 157,500 750 (156,750) Construction equivalency fees 60,000 60,000 (60,000) Intertie fee 120,000 120,000 70,853 (49,147) Latecomer fees 40,000 40,000 (40,000) Loan proceeds 250,000 250,000 54,623 (195,377) Water system inspection 30,000 30,000 (30,000) Plan reviews 30,000 30,000 (30,000) Miscellaneous - 2,841 2,841 Interest 9,000 9,000 747 (8,253) Total revenues $ 1,366,400 $ 1,366,400 $ 587,930 $ (778,470) Expenses: Personal service $ 252,082 $ 252,082 $ 197,038 $ 55,044 Supplies 2,400 2,400 186 2,214 Utilities 17,000 17,000 29,649 (12,649) Other services and charges 552,418 552,418 118,547 433,871 Debt payment 250,000 250,000 72,615 177,385 Capital outlay 292,500 292,500 142,412 150,088 Total expenses $ 1,366,400 $ 1,366,400 $ 560,447 $ 805,953 31 State of Idaho City of Eagle Operation in Tax Rolls September 30, 2009 Total 2008 2007 2006 2005 Balance - beginning of year $ 71,041 $ $ 61,231 $ 9,108 $ 702 Roll charge 2,407,276 2,407,276 Penalties 20,103 20,103 Adjustments 49 49 2,498,469 2,427,379 61,231 9,157 702 Collections 2,312,028 2,269,301 38,499 3,576 652 Adjustments 14,701 14,238 264 149 50 2,326,729 2,283,539 38,763 3,725 702 Balance - end of year $ 171,740 $ 143,840 $ 22,468 $ 5,432 $ - 32 Gibbons, Scott & Dean LT P Certified Public Accountants Professional Building Terry L.Scott,CPA 1803 Ellis Avenue 208-459-4649 John P.Dean.CPA Caldwell.Idaho 83605 Fax 208-459-4649 Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards Honorable Mayor and Members of the City Council City of Eagle Eagle, Idaho We have audited the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Eagle as of and for the year ended September 30, 2009, which collectively comprise the City of Eagle's basic financial statements and have issued our report thereon dated March 25, 2010. 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. Internal Control over Financial Reporting In planning and performing our audit, we considered City of Eagle's internal control over financial reporting as a basis for designing our auditing procedures for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of City of Eagle's internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness of City of Eagle's internal control over financial reporting. Our consideration of internal control over financial reporting was for the limited purpose described in the preceding paragraph and would not necessarily identify all deficiencies in internal control over financial reporting that might be significant deficiencies or material weaknesses. However, as discussed below, we identified certain deficiencies in internal control over financial reporting that we consider to be significant deficiencies. A control deficiency exists when the design or operation of a control does not allow management or employees in the normal course of performing their assigned functions, to prevent or detect misstatements on a timely basis. A significant deficiency is a control deficiency, or combination of control deficiencies, that adversely affects City of Eagle's ability to initiate, authorize, record, process, or report financial data reliably in accordance with generally accepted accounting principles such that there is more than a remote likelihood that a misstatement of City of Eagle's financial statements that is more than inconsequential will not be prevented or detected by City of Eagle's internal control. We consider the deficiencies described below to be significant deficiencies in internal control over financial reporting. 1-As is common for small governmental units in Idaho, the accounting staff of City of Eagle do not possess the knowledge and skills to prepare the annual financial statements in accordance with governmental accounting principles nor do they have the expertise to prepare the year-end accrual and closing entries nor maintain the depreciation schedule. 33 2-Due to its relatively small size, City of Eagle has inadequate segregation of duties. Based on the size of City of Eagle, management believes the cost of correcting the first two items listed above will exceed the benefits to be derived from doing so. A material weakness is a significant deficiency, or combination of significant deficiencies, that results in more than a remote likelihood that a material misstatement of the financial statements will not be prevented or detected by City of Eagle's internal control. Our consideration of the internal control over financial reporting was for the limited purpose described in the first paragraph of this section and would not necessarily identify all deficiencies in the internal control that might be significant deficiencies and, accordingly, would not necessarily disclose all significant deficiencies that are also considered to be material weaknesses. However, of the significant deficiencies described above, we consider both items to be material weaknesses. Compliance and Other Matters As part of obtaining reasonable assurance about whether City of Eagle's financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or matters that are required to be reported under Government Auditing Standards. City of Eagle's response to the findings identified in our audit is described above. We did not audit the City's response and, accordingly, we express no opinion on it. This report is intended solely for the information and use of the City Council, management and any applicable governmental agencies and is not intended to be and should not be used by anyone other than these specified parties. . +�a-w-4,�cea-�'a t►.. ,,,. �~,� GIBBONS, SCOTT & DEAN LLP Certified Public Accountants March 25, 2010 34