Loading...
Finance - Annual Audit - 09/30/2021  City of Eagle, Idaho Year Ended September 30, 2021    CITY OF EAGLE, IDAHO Table of Contents i Financial Section Independent Auditor's Report .......................................................................................................... 1 Basic Financial Statements Government-Wide Financial Statements Statement of Net Position ................................................................................................................ 4 Statement of Activities .................................................................................................................... 5 Fund Financial Statements Balance Sheet – Governmental Funds ............................................................................................. 6 Statement of Revenues, Expenditures, and Changes in Fund Balances – Governmental Funds ..... 9 Statement of Net Position – Proprietary Funds ............................................................................... 12 Statement of Revenues, Expenses, and Changes in Net Position – Proprietary Funds ................... 13 Statement of Cash Flows – Proprietary Funds ................................................................................ 14 Notes to Financial Statements ......................................................................................................... 15 Required Supplementary Information Budgetary Comparison Schedule – General and Major Special Revenue Funds ............................ 29 Schedule of Employer’s Share of Net Pension Asset and Liability................................................. 31 Schedule of Employer Contributions ............................................................................................... 32 Supplementary Information Combining Balance Sheet – Nonmajor Governmental Funds ......................................................... 33 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances – Nonmajor Governmental Funds ........................................................................................................................ 34 Schedule of Expenditures of Federal Awards.................................................................................. 35 Other Reports and Schedules Independent Auditor’s Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of the Financial Statements Performed in Accordance with Government Auditing Standards...................................................................................................... 36 CITY OF EAGLE, IDAHO Table of Contents ii Independent Auditor’s Report on Compliance for Each Major Program and on Internal Control Over Compliance Required by the Uniform Guidance ................................................................... 38 Schedule of Findings and Questioned Costs ................................................................................... 40 1 11501 Highway 95, Payette, Idaho 83661 | www.qcpas.com | info@qcpas.com | 208-642-1417 Independent Auditor’s Report Honorable Mayor and City Council City of Eagle, Idaho Report on the Financial Statements 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, Idaho (the City) as of and for the year ended September 30, 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. 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. Auditor’s Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. 2 Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City as of September 30, 2021, and the respective changes in financial position, and, where applicable, cash flows thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the budgetary comparison schedules, schedule of employer’s share of net pension asset and liability, and schedule of employer contributions listed as required supplementary information in the table of contents be presented to supplement the basic financial statements. Such information, although not required to be 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, and 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. Management has not included the management’s discussion and analysis information that accounting principles generally accepted in the United States of America require to be presented to supplement the basic financial statements. Such information, although not 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, and historical context. Our opinion on the basic financial statements is not affected by not including this information. 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 accompanying combining and individual nonmajor fund financial statements are presented for purposes of additional analysis and are not a required part of the basic financial statements. The schedule of expenditures of federal awards is presented for purposes of additional analysis as required by Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards and is also not a required part of the basic financial statements. The combining and individual nonmajor fund financial statements and schedule of expenditures of federal awards 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 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 nonmajor fund financial 3 statements and the schedule of expenditures of federal awards are fairly stated in all material respects in relation to the basic financial statements as a whole. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated December 30, 2021, 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, 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. Quest CPAs PLLC Payette, Idaho December 30, 2021 CITY OF EAGLE, IDAHO Statement of Net Position September 30, 2021 Governmental Business-Type Activities Activities Total Assets Current Assets Cash $22,847,611 $2,979,987 $25,827,598 Receivables: Taxes 23,269 23,269 Intergovernmental 863,581 863,581 Accounts 29,814 137,970 167,784 Total Current Assets 23,764,275 3,117,957 26,882,232 Noncurrent Assets Restricted Cash 1,759,829 1,456,372 3,216,201 Nondepreciable Capital Assets 5,518,536 93,250 5,611,786 Depreciable Net Capital Assets 13,257,352 9,940,520 23,197,872 Net Pension Asset 62,319 5,717 68,036 Total Noncurrent Assets 20,598,036 11,495,859 32,093,895 Total Assets 44,362,311 14,613,816 58,976,127 Deferred Outflows of Resources Pension Deferred Outflows 898,441 82,423 980,864 Total Deferred Outflows of Resources 898,441 82,423 980,864 Total Assets and Deferred Outflows of Resources $45,260,752 $14,696,239 $59,956,991 Liabilities Current Liabilities Accounts Payable & Accrued Expenses $634,591 $121,291 $755,882 Deposits Payable 1,759,829 92,400 1,852,229 Unearned Grant Revenue 3,204,501 3,204,501 Accrued Interest 15,099 15,099 Long-Term Debt & Obligations, Current 318,384 159,865 478,249 Total Current Liabilities 5,917,305 388,655 6,305,960 Noncurrent Liabilities Long-Term Debt & Obligations, Noncurrent 717,878 968,242 1,686,120 Total Noncurrent Liabilities 717,878 968,242 1,686,120 Total Liabilities 6,635,183 1,356,897 7,992,080 Deferred Inflows of Resources Pension Deferred Inflows 1,993,604 182,893 2,176,497 Total Deferred Inflows of Resources 1,993,604 182,893 2,176,497 Total Liabilities and Deferred Inflows of Resources 8,628,787 1,539,790 10,168,577 Net Position Net Investment in Capital Assets 17,961,719 8,877,480 26,839,199 Restricted - Special Programs 1,222,953 1,222,953 Restricted - Debt Service 3,405 181,836 185,241 Restricted - Capital Projects 14,466,138 1,182,136 15,648,274 Unrestricted 2,977,750 2,914,997 5,892,747 Total Net Position 36,631,965 13,156,449 49,788,414 Total Liabilities and Deferred Inflows of Resources and Net Position $45,260,752 $14,696,239 $59,956,991 See Accompanying Notes 4 CITY OF EAGLE, IDAHO Statement of Activities Year Ended September 30, 2021 Operating Capital Charges For Grants And Grants And Net (Expense) Functions/Programs Expenses Services Contributions Contributions Revenue Governmental Activities Current Expenditures General Government $5,714,765 $2,480,451 $894,655 ($2,339,659) Public Safety 3,150,472 1,367,439 (1,783,033) Parks & Streets 1,807,394 784,486 567,684 (455,224) Culture & Recreation 1,933,429 839,190 $2,563 (1,091,676) Community Infrastructure District 388,791 55,791 (333,000) Debt Service - Interest 16,409 (16,409) Capital Assets 746,293 (746,293) Total Governmental Activities 13,757,553 5,471,566 58,354 1,462,339 (6,765,294) Business-Type Activities Water Services 1,166,613 2,394,193 2,162,485 3,390,065 Total Business-Type Activities 1,166,613 2,394,193 0 2,162,485 3,390,065 Total $14,924,166 $7,865,759 $58,354 $3,624,824 ($3,375,229) Governmental Business-Type Changes in Net Position Activities Activities Total Net (Expense) Revenue ($6,765,294) $3,390,065 ($3,375,229) General Revenues Taxes 4,056,262 4,056,262 Franchise Fees 911,940 911,940 Intergovernmental 3,715,207 3,715,207 Interest 15,115 6,122 21,237 Other Revenue (Expense) 8,615,184 8,615,184 Pension Revenue (Expense) (56,949) (5,224) (62,173) Total 17,256,759 898 17,257,657 Change in Net Position 10,491,465 3,390,963 13,882,428 Net Position - Beginning 26,140,500 9,765,486 35,905,986 Net Position - Ending $36,631,965 $13,156,449 $49,788,414 Program Revenues See Accompanying Notes 5 CITY OF EAGLE, IDAHO Balance Sheet - Governmental Funds September 30, 2021 Page 1 of 3 Debt General Library Service Park Fund Fund Fund Fund Assets Cash $4,317,095 $875,036 $3,405 $3,700,743 Receivables: Taxes 14,403 8,866 Intergovernmental 863,581 Accounts 5,786 1,872 Due From Other Funds Restricted Cash 1,759,829 Total Assets $6,960,694 $885,774 $3,405 $3,700,743 Liabilities Accounts Payable & Accrued Expenses $585,278 $45,721 Due To Other Funds Deposits Payable 1,759,829 Unearned Grant Revenue Total Liabilities 2,345,107 45,721 $0 $0 Deferred Inflows of Resources Unavailable Tax Revenues 12,637 7,786 Total Deferred Inflows of Resources 12,637 7,786 0 0 Fund Balances Restricted - Special Programs 390,686 832,267 Restricted - Debt Service 3,405 Restricted - Capital Projects 3,700,743 Unassigned 4,212,264 Total Fund Balances 4,602,950 832,267 3,405 3,700,743 Total Liabilities and Deferred Inflows of Resources and Fund Balances $6,960,694 $885,774 $3,405 $3,700,743 See Accompanying Notes 6 CITY OF EAGLE, IDAHO Balance Sheet - Governmental Funds September 30, 2021 Page 2 of 3 Capital Other Total Projects Governmental Governmental Fund Funds Funds Assets Cash $13,205,969 $745,363 $22,847,611 Receivables: Taxes 0 23,269 Intergovernmental 0 863,581 Accounts 22,156 29,814 Due From Other Funds 00 Restricted Cash 0 1,759,829 Total Assets $13,205,969 $767,519 $25,524,104 Liabilities Accounts Payable & Accrued Expenses $3,592 $634,591 Due To Other Funds 00 Deposits Payable 0 1,759,829 Unearned Grant Revenue $3,204,501 0 3,204,501 Total Liabilities 3,204,501 3,592 5,598,921 Deferred Inflows of Resources Unavailable Tax Revenues 0 20,423 Total Deferred Inflows of Resources 0 0 20,423 Fund Balances Restricted - Special Programs 0 1,222,953 Restricted - Debt Service 0 3,405 Restricted - Capital Projects 10,001,468 763,927 14,466,138 Unassigned 0 4,212,264 Total Fund Balances 10,001,468 763,927 19,904,760 Total Liabilities and Deferred Inflows of Resources and Fund Balances $13,205,969 $767,519 $25,524,104 See Accompanying Notes 7 CITY OF EAGLE, IDAHO Balance Sheet - Governmental Funds September 30, 2021 Page 3 of 3 Reconciliation of Total Governmental Fund Balances to Net Position of Governmental Activities Total Governmental Fund Balances $19,904,760 Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activities are not financial resources and therefore are not reported in the funds.18,775,888 Certain receivables are not available to pay for current period expenditures and therefore are deferred in the funds.20,423 Certain liabilities are not due and payable in the current period and therefore are not reported in the funds.(1,036,262) Net pension liability and related pension source deferred outflow and deferred inflow of resources, are not due and payable in the current period and therefore are not reported in the funds.(1,032,844) Net Position of Governmental Activities $36,631,965 See Accompanying Notes 8 CITY OF EAGLE, IDAHO Statement of Revenues, Expenditures, and Changes in Fund Balances - Governmental Funds Year Ended September 30, 2021 Page 1 of 3 Debt General Library Service Park Fund Fund Fund Fund Revenues Taxes $2,524,091 $1,542,035 Franchise Fees 911,940 Intergovernmental 3,715,207 Licenses, Permits, & Fees 4,633,450 6,539 $641,539 Interest 6,980 1,387 5,065 Miscellaneous & Grants 1,346,295 7,274 Total Revenues 13,137,963 1,557,235 $0 646,604 Expenditures Current Expenditures General Government 5,829,699 Public Safety 3,213,834 Parks & Streets 1,843,744 Culture & Recreation 829,974 1,142,341 Community Infrastructure District Capital Outlay 41,480 242,600 382,363 Debt Service - Principal 75,000 Debt Service - Interest 26,700 Total Expenditures 11,758,731 1,384,941 101,700 382,363 Excess (Deficiency) of Revenues Over Expenditures 1,379,232 172,294 (101,700) 264,241 Other Financing Sources (Uses) Proceeds from Bond Issuance Owner Contributions Transfers In 101,700 1,016,818 Transfers Out (1,321,451) Total Other Financing Sources (Uses)(1,321,451) 0 101,700 1,016,818 Net Change in Fund Balances 57,781 172,294 0 1,281,059 Fund Balances - Beginning 4,545,169 659,973 3,405 2,419,684 Fund Balances - Ending $4,602,950 $832,267 $3,405 $3,700,743 See Accompanying Notes 9 CITY OF EAGLE, IDAHO Statement of Revenues, Expenditures, and Changes in Fund Balances - Governmental Funds Year Ended September 30, 2021 Page 2 of 3 Capital Other Total Projects Governmental Governmental Fund Funds Funds Revenues Taxes $0 $4,066,126 Franchise Fees 0 911,940 Intergovernmental 0 3,715,207 Licenses, Permits, & Fees 190,038 5,471,566 Interest $536 1,147 15,115 Miscellaneous & Grants 9,689,235 2,423 11,045,227 Total Revenues 9,689,771 193,608 25,225,181 Expenditures Current Expenditures General Government 0 5,829,699 Public Safety 0 3,213,834 Parks & Streets 0 1,843,744 Culture & Recreation 0 1,972,315 Community Infrastructure District 388,791 388,791 Capital Outlay 2,508,550 113,221 3,288,214 Debt Service - Principal 0 75,000 Debt Service - Interest 0 26,700 Total Expenditures 2,508,550 502,012 16,638,297 Excess (Deficiency) of Revenues Over Expenditures 7,181,221 (308,404) 8,586,884 Other Financing Sources (Uses) Proceeds from Bond Issuance 323,000 323,000 Owner Contributions 55,791 55,791 Transfers In 1,219,751 0 2,338,269 Transfers Out (1,016,818) 0 (2,338,269) Total Other Financing Sources (Uses)202,933 378,791 378,791 Net Change in Fund Balances 7,384,154 70,387 8,965,675 Fund Balances - Beginning 2,617,314 693,540 10,939,085 Fund Balances - Ending $10,001,468 $763,927 $19,904,760 See Accompanying Notes 10 CITY OF EAGLE, IDAHO Statement of Revenues, Expenditures, and Changes in Fund Balances - Governmental Funds Year Ended September 30, 2021 Page 3 of 3 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances - Governmental Funds to the Statement of Activities Net Change in Fund Balances - Total Governmental Funds $8,965,675 Amounts reported for governmental activities in the statement of activities are different because: Government funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives as depreciation expense. This is the excess of capital outlays over (under) depreciation expense in the current period.1,576,780 Revenues in the statement of activities that do not provide current financial resources are deferred in the funds.(9,864) Proceeds of debt is a financing source in the governmental funds, but increases long-term debt in the statement of net position.(323,000) Repayment of debt principal is an expenditure in the governmental funds, but the repayment reduces long-term debt in the statement of net position.75,000 Bond premiums are amortized against interest expense over the term of the bond.10,291 In the statement of activities, compensated absences are accrued when earned, but the expenditure is reported when due in the governmental funds.(46,715) Changes in net pension liability and related pension source deferred outflow and deferred inflow of resources do not provide or require current financial resources and therefore are not reflected in the funds.243,298 Change in Net Position of Governmental Activities $10,491,465 See Accompanying Notes 11 CITY OF EAGLE, IDAHO Statement of Net Position - Proprietary Fund September 30, 2021 Water Fund Assets Current Assets Cash $2,979,987 Receivables: Accounts 137,970 Total Current Assets 3,117,957 Noncurrent Assets Restricted Cash 1,456,372 Nondepreciable Capital Assets 93,250 Depreciable Net Capital Assets 9,940,520 Net Pension Asset 5,717 Total Noncurrent Assets 11,495,859 Total Assets 14,613,816 Deferred Outflows of Resources Pension Deferred Outflows 82,423 Total Deferred Outflows of Resources 82,423 Total Assets and Deferred Outflows of Resources $14,696,239 Liabilities Current Liabilities Accounts Payable & Accrued Expenses $121,291 Deposits Payable 92,400 Accrued Interest 15,099 Long-Term Debt & Obligations, Current 159,865 Total Current Liabilities 388,655 Noncurrent Liabilities Long-Term Debt & Obligations, Noncurrent 968,242 Total Noncurrent Liabilities 968,242 Total Liabilities 1,356,897 Deferred Inflows of Resources Pension Deferred Inflows 182,893 Total Deferred Inflows of Resources 182,893 Total Liabilities and Deferred Inflows of Resources 1,539,790 Net Position Net Investment in Capital Assets 8,877,480 Restricted - Debt Service 181,836 Restricted - Capital Projects 1,182,136 Unrestricted 2,914,997 Total Net Position 13,156,449 Total Liabilities and Deferred Inflows of Resources and Net Position $14,696,239 See Accompanying Notes 12 CITY OF EAGLE, IDAHO Statement of Revenues, Expenses, and Changes in Net Position - Proprietary Fund Year Ended September 30, 2021 Water Fund Operating Revenues Service Fees $1,571,341 STL & WCE Fees 416,856 Hook-Up Fees 386,271 Miscellaneous 19,725 Total Operating Revenues 2,394,193 Operating Expenses Personnel 359,273 Operations & Maintenance 246,533 Depreciation 524,050 Total Operating Expenses 1,129,856 Operating Income (Loss)1,264,337 Nonoperating Revenues (Expenses) Interest Income 6,122 Interest (Expense) (36,757) Pension Revenue (Expense) (5,224) Total Nonoperating Revenue (Expenses)(35,859) Income (Loss) Before Contributions 1,228,478 Capital Contributions 2,162,485 Change in Net Position 3,390,963 Net Position - Beginning 9,765,486 Net Position - Ending $13,156,449 See Accompanying Notes 13 CITY OF EAGLE, IDAHO Statement of Cash Flows - Proprietary Fund Year Ended September 30, 2021 Water Fund Cash Flows From Operations Receipts from Customers $2,385,388 Payments for Personnel (446,574) Payments for Goods & Services (219,101) Cash Provided (Used) By Operations 1,719,713 Cash Flows From Capital & Related Financing Acquisition of Capital Assets (169,197) Interest Paid on Debt (41,076) Principal Paid on Debt (318,924) Changes in Other Long-Term Obligations (7,975) Cash Provided (Used) By Capital & Related Financing (537,172) Cash Flows From Investments Interest Income 6,122 Cash Provided (Used) By Investments 6,122 Change in Cash 1,188,663 Cash - Beginning 3,247,696 Cash - Ending $4,436,359 Cash Reconciliation Cash $2,979,987 Restricted Cash 1,456,372 Total Cash $4,436,359 Reconciliation of Operating Income (Loss) to Cash Provided (Used) By Operations Operating Income (Loss) $1,264,337 Adjustments to Reconcile Operating Income (Loss) to Cash Provided (Used) by Operations: Depreciation 524,050 PERSI Contributions (87,301) Changes in Assets & Liabilities: Receivables (18,255) Accounts Payable & Accrued Expenses 27,432 Deposits Payable 9,450 Cash Provided (Used) By Operations $1,719,713 Noncash Capital & Related Financing Activities: Capital Contributions - Water System Contributed by Developers $2,162,485 See Accompanying Notes 14 CITY OF EAGLE, IDAHO Notes to Financial Statements 15 A. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Reporting Entity – The City of Eagle, Idaho (the City) provides basic municipal services and operates under a mayor-council form of government. These financial statements are prepared in accordance with generally accepted accounting principles (GAAP) as applied to cities. The governmental accounting standards board (GASB) is responsible for establishing GAAP for state and local governments through its pronouncements (statements and interpretations). The more significant accounting policies established in GAAP and used by the City are discussed below. As required by GAAP, these financial statements present the City and its component unit, the Spring Valley Community Infrastructure District No. 1, an entity for which the City is considered to be financial accountable. A component unit is included in the City’s reporting entity if it is both fiscally dependent on the City (the primary government) and there is the potential for the component unit to provide specific financial benefits to, or impose specific financial burdens on the primary government. Because of the closeness of their relationship with the primary government (the City), some component units are blended as though they are part of the primary government and are reported as special revenue funds. Blended component units include the SVCID. The SVCID board of directors are appointed by and comprised of City council members and certain SVCID operational responsibilities are performed by the SVCID board. Separate financial statements for the SVCID are issued and available from the City. Basic Financial Statements - Government-Wide Statements – The City’s basic financial statements include both government-wide (reporting the City as a whole) and fund financial statements (reporting the City’s major funds). Both government-wide and fund financial statements categorize primary activities as either governmental or business-type. In the government-wide statement of net position, both the governmental and business-type activities columns (a) are presented on a consolidated basis by column, (b) and are reported on a full accrual, economic resource basis, which recognizes all long-term assets and receivables as well as long-term debt and obligations. The government-wide statement of activities reports both the gross and net cost of each of the City’s functions and business-type activities. The functions are also supported by general government revenues as reported in the statement of activities. The statement of activities reduces gross expenses (including depreciation when recorded) by related program revenues and operating and capital grants. Program revenues must be directly associated with the function. Internal activity between funds is eliminated in the government-wide statement of activities. Operating grants include operating-specific and discretionary (either operating or capital) grants while the capital grants column reports capital-specific grants. The net costs (by function or business-type activity) are normally covered by general revenues. The City’s sole activity is providing basic municipal services, and substantially all expenses are directly related to this activity. Accordingly, there is no allocation of indirect costs. The government-wide focus is more on the sustainability of the City as an entity and the change in the City’s net position resulting from the current year’s activities. Fiduciary funds, when present, are not included in the government-wide statements. Basic Financial Statements - Fund Financial Statements – The financial transactions of the City are reported in individual funds in the fund financial statements. Each fund is accounted for by providing a CITY OF EAGLE, IDAHO Notes to Financial Statements 16 separate set of self-balancing accounts that comprises its assets, deferred outflows of resources, liabilities, deferred inflows of resources, fund equity, revenues and expenditures/expenses. The emphasis in fund financial statements is on the major funds. Nonmajor funds by category are summarized into a single column. Generally accepted accounting principles set forth minimum criteria (percentage of assets and deferred outflows of resources, liabilities and deferred inflows of resources, revenues or expenditures/expenses of the funds) for the determination of major funds. The focus of the governmental funds' measurement (in the fund statements) is upon determination of financial position and changes in financial position (sources, uses, and balances of financial resources) rather than upon net income. Major governmental funds of the City include: General Fund – The general fund is the City’s primary operating fund. It is used to account for all financial resources except those required to be accounted for in another fund. Special Revenue Funds – Special revenue funds are used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for specified purposes. Major special revenue funds include the library fund, which accounts for the revenues earned and expenses incurred in providing library services. Debt Service Fund – The debt service fund is used to account for the accumulation of funds for the periodic payment of principal and interest on long term debt. Capital Projects Fund – Capital projects funds are used to account for the acquisition and betterment of capital assets. Major capital project funds include the park fund, used to account for the maintenance and betterment of parks and related facilities and the capital projects fund, used to account for the maintenance and betterment of capital assets. The focus of proprietary fund measurement is upon determination of operating income, changes in net position, financial position, and cash flows. The generally accepted accounting principles applicable are those similar to businesses in the private sector. Enterprise funds are required to be used to account for operations for which a fee is charged to external users for goods or services and the activity is financed with debt that is solely secured by a pledge of the net revenues. The activities reported in enterprise funds are reported as business-type activities in the government-wide financial statements. Major enterprise funds of the City include: Water Fund – The water fund accounts for the revenues earned and expenses incurred in providing water services. Basis of Accounting – Basis of accounting refers to the point at which revenues or expenditures/expenses are recognized in the accounts and reported in the financial statements. It relates to the timing of the measurements made regardless of the measurement focus applied. Both governmental and business-type activities in the government-wide financial statements and proprietary and fiduciary fund financial statements are reported on the full accrual basis of accounting. Revenues are recognized when earned and expenses are recognized when incurred. The governmental funds financial statements are presented on the modified accrual basis of accounting. Under the modified accrual basis of accounting, revenues are recorded when susceptible to accrual (when CITY OF EAGLE, IDAHO Notes to Financial Statements 17 they become both measurable and available). "Measurable" means the amount of the transaction can be determined and "available" means collectible within the current period or within thirty days after year end. Expenditures are recorded when the related fund liability is incurred. Exceptions to this general rule include principal and interest on long-term debt which, if any, are recognized when due and payable. Cash – The cash balances of the City’s funds are pooled for investment purposes. The individual funds’ portions of the pooled cash are reported in each fund as cash. Interest earned on pooled cash is allocated to the various funds in proportion to each fund’s respective investment balance. For purposes of the statement of cash flows, the City considers all investments (including restricted cash) available for immediate withdrawal or with maturities of three months or less to be cash and cash equivalents (referred to as cash). Receivables – Receivables are reported net of any estimated uncollectible amounts. Inventories – Material supplies on hand at year end are stated at the lower of cost or net realizable value using the first-in, first-out method. Capital Assets and Depreciation – Capital assets purchased or acquired with an original cost of $5,000 or more are reported at historical cost or estimated historical cost. Contributed assets are reported at acquisition value as of the date received. Additions, improvements and other capital outlays that significantly extend the useful life of an asset are capitalized. Other costs incurred for repairs and maintenance are expensed as incurred. Depreciation over the estimated useful lives of all depreciable assets is recorded using the straight line method. Compensated Absences – The City provides certain compensated absences to its employees. The estimated amount of compensation for future amounts is recorded as a liability in the accompanying financial statements. Pensions – For purposes of measuring the net pension asset/liability and pension revenue/expense, information about the fiduciary net position of the Public Employee Retirement System of Idaho Base Plan (the Base Plan) and additions to/deductions from the Base Plan’s fiduciary net position have been determined on the same basis as they are reported by the Base Plan. For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. Deferred Outflows/Inflows of Resources – The City’s financial statements may report deferred outflows/inflows of resources. Deferred outflows of resources represent a consumption of net assets that apply to a future period. Deferred inflows of resources represent an acquisition of net assets that apply to a future period. Deferred outflows/inflows of resources generally represent amounts that are not available in the current period. Net Position – Net position is assets plus deferred outflows of resources less liabilities less deferred inflows of resources. The net investment in capital assets component of net position consists of the historical cost of capital assets less accumulated depreciation less any outstanding debt that was used to finance those assets plus deferred outflows of resources less deferred inflows of resources related to those assets. Restricted net position consists of assets that are restricted by creditors, grantors, contributors, legislation, and other parties. All other net position not reported as restricted or net investment in capital assets is reported as unrestricted. CITY OF EAGLE, IDAHO Notes to Financial Statements 18 Fund Balance Classifications – Restrictions of the fund balance indicate portions that are legally or contractually segregated for a specific future use. Nonspendable portions of the fund balance are those amounts that cannot be spent because they are in a nonspendable form or because they are legally or contractually required to be maintained intact. Committed portions represent amounts that can only be used for specific purposes pursuant to formal action (i.e. board approval) of the reporting entity’s governing body. Assigned portions represent amounts that are constrained by the government’s intent to be used for a specific purpose. Remaining fund balances are reported as unassigned. When expenditures are incurred that qualify for either restricted or unrestricted resources, the City first utilizes restricted resources. When expenditures are incurred that qualify for either committed or assigned or unassigned resources, the City first utilizes committed resources then assigned resources before using unassigned resources. Property Taxes – The City is responsible for levying property taxes, but the taxes are collected by the respective county. Taxes are levied by the second Monday in September for each calendar year. Taxes are due in two installments – December 20th and June 20th. A lien is filed on real property three years from the date of delinquency. Owner Contributions – Initial operating expenditures of the Spring Valley Community Infrastructure District No. 1 (SVCID), the City’s component unit, are paid through property owner contributions. Contingent Liabilities – Amounts received or receivable from grantor agencies are subject to audit and adjustment by grantor agencies. 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. Interfund Activity – Interfund activity is reported either as loans, services provided, reimbursements, or transfers. Loans are reported as interfund receivables and payables as appropriate and are subject to elimination upon consolidation. Services provided, deemed to be at market or near market rates, are treated as revenues and expenditures/expenses. Reimbursements are when one fund incurs a cost, charges the appropriate benefiting fund, and reduces its related cost as a reimbursement. All other interfund transactions are treated as transfers. Use of Estimates – 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. Custodial Credit Risk – The City maintains its cash at insured financial institutions. Periodically, balances may exceed federally insured limits. Balances not covered by FDIC are collateralized whenever possible. Risk Management – The City is exposed to various risks related to its operations. Insurance is utilized to the extent practical to minimize these risks. Subsequent Events – Subsequent events were evaluated through the date of the auditor’s report, which is the date the financial statements were available to be issued. CITY OF EAGLE, IDAHO Notes to Financial Statements 19 B. CASH Cash consists of the following at year end: Governmental Proprietary Funds Funds Total Cash - Deposits $24,607,440 $4,436,359 $29,043,799 Total $24,607,440 $4,436,359 $29,043,799 Deposits – At year end, the carrying amounts of the City's deposits were $29,043,799 and the bank balances were $29,474,685. Of the bank balances, $322,642 was insured and $29,152,043 was collateralized. Investments – State statutes authorize government entities to invest in certain bonds, notes, accounts, investment pools, and other obligations of the state, U.S. Treasury, and U.S. corporations pursuant to Idaho Code 67-1210 and 67-1210A. These statutes are designed to help minimize the custodial risk that deposits may not be returned in the event of the failure of the issuer or other counterparty, interest rate risk resulting from fair value losses arising from rising interest rates, or credit risks that an issuer or other counterparty will not fulfill its obligations. The City's investment policy complies with state statutes. Restricted Cash – Restricted cash at year end is cash set aside because its use is limited by City ordinance, accounting policies, and loan covenants. In the general fund, cash received for surety bond deposits is reported as restricted. In the water fund, the customer deposit account is used to report resources received from users of the water system, to be returned to the customer when leaving the system provided that all utility bills are paid current. Supply trunk line fees and water construction equivalency fees received in the water fund are also reported as restricted. Per loan covenant, the City is required to restrict cash within its water fund to equal one annual loan payment. Management is not aware of any violations of this covenant. CITY OF EAGLE, IDAHO Notes to Financial Statements 20 C. CAPITAL ASSETS A summary of capital assets for the year is as follows: Beginning Ending Governmental Activities Balance Increases Decreases Balance Nondepreciable Capital Assets Land $4,927,995 $2,664,175 $2,525,141 $5,067,029 Artwork/Collectibles 132,917 132,917 Construction in Progress 318,590 318,590 Total 5,379,502 2,664,175 2,525,141 5,518,536 Depreciable Capital Assets Buildings 5,193,875 1,002,172 6,196,047 Improvements 12,983,853 918,687 13,902,540 Equipment 5,238,413 263,180 5,501,593 Subtotal 23,416,141 2,184,039 0 25,600,180 Accumulated Depreciation Buildings 1,809,460 123,753 1,933,213 Improvements 5,358,127 438,575 5,796,702 Equipment 4,428,948 183,965 4,612,913 Subtotal 11,596,535 746,293 0 12,342,828 Total 11,819,606 1,437,746 0 13,257,352 Net Capital Assets $17,199,108 $4,101,921 $2,525,141 $18,775,888 Depreciation expense of $746,293 was charged to the capital assets program. CITY OF EAGLE, IDAHO Notes to Financial Statements 21 Beginning Ending Business-Type Activities Balance Increases Decreases Balance Nondepreciable Capital Assets Land $93,250 $93,250 Total 93,250 $0 $0 93,250 Depreciable Capital Assets Buildings 559,285 559,285 Water System 10,361,461 2,231,604 12,593,065 Equipment 1,294,524 100,078 1,394,602 Subtotal 12,215,270 2,331,682 0 14,546,952 Accumulated Depreciation Buildings 161,266 11,185 172,451 Water System 3,104,612 413,613 3,518,225 Equipment 816,504 99,252 915,756 Subtotal 4,082,382 524,050 0 4,606,432 Total 8,132,888 1,807,632 0 9,940,520 Net Capital Assets $8,226,138 $1,807,632 $0 $10,033,770 Depreciation expense of $524,050 was charged to the water services program. D. INTERFUND TRANSFERS Interfund transfers during the year consist of the following: Fund Transfer In Transfer Out Purpose General $1,321,451 Debt Service, Capital Projects Debt Service $101,700 Debt Service Park 1,016,818 Capital Projects Capital Projects 1,219,751 1,016,818 Capital Projects Total $2,338,269 $2,338,269 CITY OF EAGLE, IDAHO Notes to Financial Statements 22 E. LONG-TERM DEBT AND OBLIGATIONS Bonded Debt – At year end, the City’s bonded debt was as follows: Governmental Activities: Outstanding 2013 - $985,000 - general obligation bonds for capital assets due in annual principal installments and semiannual interest payments with interest at2.00%- 5.00% through 2025/26, secured by future taxes, paid through the debt service fund $450,000 Total $450,000 Maturities on the bonds – governmental activities – are estimated as follows: Year Ended Principal Interest 9/30/22 $80,000 $22,500 9/30/23 85,000 18,500 9/30/24 90,000 14,250 9/30/25 95,000 9,750 9/30/26 100,000 5,000 Total $450,000 $70,000 At year end, the SVCID’s (the City’s component unit) bonded debt was as follows: Outstanding 2021 - $323,000 - general obligation bonds for infrastructure due in annual principal installments and semiannual interest payments with interest at3%through 2050/51, secured by future taxes, paid through the SVCID debt service fund $323,000 Total $323,000 Maturities on the SVCID’s (the City’s component unit) bonds are estimated as follows: Year Ended Principal Interest 9/30/22 $6,000 $9,986 9/30/23 7,000 9,510 9/30/24 7,000 9,300 9/30/25 7,000 9,090 9/30/26 8,000 8,880 9/30/27-31 42,000 40,770 9/30/32-36 48,000 34,110 9/30/37-41 57,000 26,370 9/30/42-46 65,000 17,370 9/30/47-51 76,000 6,990 Total $323,000 $172,376 CITY OF EAGLE, IDAHO Notes to Financial Statements 23 Business-Type Activities: Water Revenue Loan - At year end, the City’s water revenue loan was as follows: Water revenue loan - DEQ, due in semiannual payments of $90,918 with interest at 3.25% through 2027/28, secured by future user fees, paid through the water fund $1,115,023 Total $1,115,023 Maturities on the water revenue loan – business-type activities – are estimated as follows: Year Ended Principal Interest 9/30/22 $146,781 $35,055 9/30/23 151,590 30,246 9/30/24 156,557 25,279 9/30/25 161,686 20,150 9/30/26 166,984 14,852 9/30/27-28 331,425 13,112 Total $1,115,023 $138,694 Changes in long-term debt and obligations are as follows: Beginning Ending Due Within Description Balance Increases Decreases Balance One Year Governmental Act. 2013 GO Bonds $525,000 $75,000 $450,000 $80,000 Bond Premium 51,460 10,291 41,169 10,291 2021 GO Bonds-SVCID 0 $323,000 323,000 6,000 Comp. Absences 175,378 46,715 222,093 222,093 Subtotal 751,838 369,715 85,291 1,036,262 318,384 Business-Type Act. Water Revenue Loan 1,433,947 318,924 1,115,023 146,781 Comp. Absences 21,059 7,975 13,084 13,084 Subtotal 1,455,006 0 326,899 1,128,107 159,865 Total $2,206,844 $369,715 $412,190 $2,164,369 $478,249 Interest and related costs during the year amounted to $16,409 and $36,757 and were charged to the debt service – interest and water services programs, respectively. Compensated absences are normally paid through the general or water fund. F. PENSION PLAN Plan Description The City contributes to the Base Plan which is a cost-sharing multiple-employer defined benefit pension plan administered by Public Employee Retirement System of Idaho (PERSI or System) that covers substantially all employees of the State of Idaho, its agencies and various participating political CITY OF EAGLE, IDAHO Notes to Financial Statements 24 subdivisions. The cost to administer the plan is financed through the contributions and investment earnings of the plan. PERSI issues a publicly available financial report that includes financial statements and the required supplementary information for PERSI. That report may be obtained on the PERSI website at www.persi.idaho.gov. Responsibility for administration of the Base Plan is assigned to the Board comprised of five members appointed by the Governor and confirmed by the Idaho Senate. State law requires that two members of the Board be active Base Plan members with at least ten years of service and three members who are Idaho citizens not members of the Base Plan except by reason of having served on the Board. Pension Benefits The Base Plan provides retirement, disability, death and survivor benefits of eligible members or beneficiaries. Benefits are based on members’ years of service, age, and highest average salary. Members become fully vested in their retirement benefits with five years of credited service (5 months for elected or appointed officials). Members are eligible for retirement benefits upon attainment of the ages specified for their employment classification. The annual service retirement allowance for each month of credited service is 2.0% (2.3% for police/firefighters) of the average monthly salary for the highest consecutive 42 months. The benefit payments for the Base Plan are calculated using a benefit formula adopted by the Idaho Legislature. The Base Plan is required to provide a 1% minimum cost of living increase per year provided the Consumer Price Index increases 1% or more. The PERSI Board has the authority to provide higher cost of living increases to a maximum of the Consumer Price Index movement or 6%, whichever is less; however, any amount above the 1% minimum is subject to review by the Idaho Legislature. Member and Employer Contributions Member and employer contributions paid to the Base Plan are set by statute and are established as a percent of covered compensation. Contribution rates are determined by the PERSI Board within limitations, as defined by state law. The Board may make periodic changes to employer and employee contribution rates (expressed as percentages of annual covered payroll) that are adequate to accumulate sufficient assets to pay benefits when due. The contribution rates for employees are set by statute at 60% of the employer rate for general employees and 74% for police and firefighters. As of June 30, 2021 it was 7.16% for general employees and 9.13% for police and firefighters. The employer contribution rate as a percent of covered payroll is set by the Retirement Board and was 11.94% for general employees and 12.28% for police and firefighters. The City’s contributions were $398,638 for the year ended September 30, 2021. Pension Asset/Liabilities, Pension Expense (Revenue), and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions At September 30, 2021, the City reported an asset for its proportionate share of the net pension asset. The net pension asset was measured as of June 30, 2021, and the total pension asset used to calculate the net pension asset was determined by an actuarial valuation as of that date. The City’s proportion of the net pension asset was based on the City’s share of contributions in the Base Plan pension plan relative to the total contributions of all participating PERSI Base Plan employers. At June 30, 2021, the City’s proportion was 0.0861453 percent. CITY OF EAGLE, IDAHO Notes to Financial Statements 25 For the year ended September 30, 2021, the City recognized pension expense of $62,173. At September 30, 2021, the City reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Outflows of Inflows of Resources Resources Differences between expected and actual experience $100,241 $39,547 Changes in assumptions or other inputs 780,963 Net difference between projected and actual earnings on pension plan investments 2,136,950 Employer contributions subsequent to the measurement date 99,660 Total $980,864 $2,176,497 $99,660 reported as deferred outflows of resources related to pensions resulting from City contributions made subsequent to the measurement date will be recognized as an adjustment to the pension expense in the year ending September 30, 2022. The average of the expected remaining service lives of all employees that are provided with pensions through the System (active and inactive employees) determined at July 1, 2021 the beginning of the measurement period ended June 30, 2020 is 4.7 and 4.6 for the measurement period June 30, 2021. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense (expense offset) as follows: Year Ended 9/30/22 ($304,696) 9/30/23 (274,594) 9/30/24 (239,964) 9/30/25 (476,040) Total ($1,295,294) Actuarial Assumptions Valuations are based on actuarial assumptions, the benefit formulas, and employee groups. Level percentages of payroll normal costs are determined using the Entry Age Normal Cost Method. Under the Entry Age Normal Cost Method, the actuarial present value of the projected benefits of each individual included in the actuarial valuation is allocated as a level percentage of each year’s earnings of the individual between entry age and assumed exit age. The Base Plan amortizes any unfunded actuarial accrued liability based on a level percentage of payroll. The maximum amortization period for the Base Plan permitted under Section 59-1322, Idaho Code, is 25 years. CITY OF EAGLE, IDAHO Notes to Financial Statements 26 The total pension asset in the June 30, 2021 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 2.30% Salary increases 3.05% Salary inflation 3.05% Investment rate of return 6.35%, net of investment expenses Cost-of-living adjustments 1% Contributing Members, Service Retirement Members, and Beneficiaries General Employees and All Beneficiaries ‐ Males Pub‐2010 General Tables, increased 11% General Employees and All Beneficiaries ‐ Females Pub‐2010 General Tables, increased 21% Teachers ‐ Males Pub‐2010 Teacher Tables, increased 12% Teachers ‐ Females Pub‐2010 Teacher Tables, increased 21% Fire & Police ‐ Males Pub‐2010 Safety Tables, increased 21% Fire & Police ‐ Females Pub‐2010 Safety Tables, increased 26% Disabled Members ‐ Males Pub‐2010 Disabled Tables, increased 38% Disabled Members ‐ Females Pub‐2010 Disabled Tables, increased 36% An experience study was performed for the period July 1, 2015 through June 30, 2020 which reviewed all economic and demographic assumptions other than mortality. The total pension asset as of June 30, 2021 is based on the results of an actuarial valuation date of July 1, 2021. The long-term expected rate of return on pension plan investments was determined using the building block approach and a forward-looking model in which best estimate ranges of expected future real rates of return (expected returns, net of pension plan investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighing the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. Even though history provides a valuable perspective for setting the investment return assumption, the System relies primarily on an approach which builds upon the latest capital market assumptions. Specifically, the System uses consultants, investment managers and trustees to develop capital market assumptions in analyzing the System’s asset allocation. The assumptions and the System’s formal policy for asset allocation are shown below. The formal asset allocation policy is somewhat more conservative than the current allocation of System’s assets. The best-estimate range for the long-term expected rate of return is determined by adding expected inflation to expected long-term real returns and reflecting expected volatility and correlation. The capital market assumptions are as of 2021. CITY OF EAGLE, IDAHO Notes to Financial Statements 27 Long-Term Long-Term Expected Expected Nominal Rate Real Rate Target of Return of Return Asset Class Allocation (Arithmetic) (Arithmetic) Core Fixed Income 30.00% 1.80% -0.20% Broad US Equities 55.00% 8.00% 6.00% Developed Foreign Equities 15.00% 8.25% 6.25% Assumed Inflation - Mean 2.00% 2.00% Assumed Inflation - Standard Deviation 1.50% 1.50% Portfolio Arithmetic Mean Return 6.18% 4.18% Portfolio Standard Deviation 12.29% 12.29% Portfolio Long-Term (Geometric) Expected Rate of Return 5.55% 3.46% Assumed Investment Expenses 0.40% 0.40% Portfolio Long-Term (Geometric) Expected Rate of Return* 5.15% 3.06% Portfolio Long-Term Expected Real Rate of Return* 4.14% Portfolio Standard Deviation 14.16% Valuation Assumptions Chosen by PERSI Board Long-Term Expected Real Rate of Return* 4.05% Assumed Inflation 2.30% Long-Term Expected Geometric Rate of Return* 6.35% *Net of Investment Expenses Capital Market Assumptions from Callan 2021 Investment Policy Assumptions from PERSI November 2019 Economic/Demographic Assumptions from Milliman 2021 Discount Rate The discount rate used to measure the total pension asset was 6.35%. The projection of cash flows used to determine the discount rate assumed that contributions from plan members will be made at the current contribution rate. Based on these assumptions, the pension plans’ net position was projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension asset. The long-term expected rate of return was determined net of pension plan investment expense but without reduction for pension plan administrative expense. Sensitivity of the City's proportionate share of the net pension asset to changes in the discount rate. The following presents the City's proportionate share of the net pension asset calculated using the discount rate of 6.35 percent, as well as what the City's proportionate share of the net pension asset would be if it were calculated using a discount rate that is 1-percentage-point lower or 1-percentage-point higher than the current rate: CITY OF EAGLE, IDAHO Notes to Financial Statements 28 Current 1% Decrease Discount Rate 1% Increase (5.35%) (6.35%) (7.35%) City's proportionate share of the net pension liability (asset)$2,365,067 ($68,036) ($2,062,499) Pension plan fiduciary net position Detailed information about the pension plan's fiduciary net position is available in the separately issued PERSI financial report. PERSI issues a publicly available financial report that includes financial statements and the required supplementary information for PERSI. That report may be obtained on the PERSI website at www.persi.idaho.gov. G. TAX ABATEMENTS Idaho counties are authorized by state statute to transact certain property tax activity with property owners in their respective taxing districts. The counties collect the property taxes, then allocate and remit those collections among the taxing districts within the counties. The counties are authorized to cancel or reduce property taxes due to various reasons, including the circuit breaker program, agricultural and other exemptions, and section 63-602NN exemptions under Idaho code for real property improvements. CITY OF EAGLE, IDAHO Budgetary Comparison Schedule - General and Major Special Revenue Funds Year Ended September 30, 2021 Page 1 of 2 Final Budget Variance Actual Positive General Fund Original Final Amounts (Negative) Revenues Taxes $2,489,723 $2,489,723 $2,524,091 $34,368 Franchise Fees 839,810 839,810 911,940 72,130 Intergovernmental 3,249,624 3,249,624 3,715,207 465,583 Licenses, Permits, & Fees 2,762,957 2,762,957 4,633,450 1,870,493 Interest 6,000 6,000 6,980 980 Miscellaneous & Grants 1,245,841 1,245,841 1,346,295 100,454 Total Revenues 10,593,955 10,593,955 13,137,963 2,544,008 Expenditures Current Expenditures General Government 14,957,346 14,957,346 5,829,699 9,127,647 Public Safety 3,213,834 3,213,834 3,213,834 0 Parks & Streets 2,571,574 2,571,574 1,843,744 727,830 Culture & Recreation 968,778 968,778 829,974 138,804 Community Infrastructure District 0000 Capital Outlay 150,000 150,000 41,480 108,520 Debt Service - Principal 0000 Debt Service - Interest 0000 Total Expenditures 21,861,532 21,861,532 11,758,731 10,102,801 * Excess (Deficiency) of Revenues Over Expenditures (11,267,577) (11,267,577) 1,379,232 12,646,809 Other Financing Sources (Uses) Proceeds from Bond Issuance 0000 Owner Contributions 0000 Transfers In 0000 Transfers Out (2,971,451) (2,971,451) (1,321,451) 1,650,000 * Total Other Financing Sources (Uses)(2,971,451) (2,971,451) (1,321,451) 1,650,000 Net Change in Fund Balances (14,239,028) (14,239,028) 57,781 14,296,809 Fund Balances - Beginning 14,239,028 14,239,028 4,545,169 (9,693,859) Fund Balances - Ending $0 $0 $4,602,950 $4,602,950 *Total expenditures (over) under appropriations are:$11,752,801 Budgeted Amounts (GAAP Basis) See Auditor's Report 29 CITY OF EAGLE, IDAHO Budgetary Comparison Schedule - General and Major Special Revenue Funds Year Ended September 30, 2021 Page 2 of 2 Final Budget Variance Actual Positive Library Fund Original Final Amounts (Negative) Revenues Taxes $1,512,079 $1,512,079 $1,542,035 $29,956 Franchise Fees 0000 Intergovernmental 0000 Licenses, Permits, & Fees 6,500 6,500 6,539 39 Interest 700 700 1,387 687 Miscellaneous & Grants 750 750 7,274 6,524 Total Revenues 1,520,029 1,520,029 1,557,235 37,206 Expenditures Current Expenditures General Government 0000 Public Safety 0000 Parks & Streets 0000 Culture & Recreation 1,708,514 1,708,514 1,142,341 566,173 Community Infrastructure District 0000 Capital Outlay 326,515 326,515 242,600 83,915 Debt Service - Principal 0000 Debt Service - Interest 0000 Total Expenditures 2,035,029 2,035,029 1,384,941 650,088 * Excess (Deficiency) of Revenues Over Expenditures (515,000) (515,000) 172,294 687,294 Other Financing Sources (Uses) Proceeds from Bond Issuance 0000 Owner Contributions 0000 Transfers In 0000 Transfers Out 0000* Total Other Financing Sources (Uses)0000 Net Change in Fund Balances (515,000) (515,000) 172,294 687,294 Fund Balances - Beginning 515,000 515,000 659,973 144,973 Fund Balances - Ending $0 $0 $832,267 $832,267 *Total expenditures (over) under appropriations are:$650,088 Budgeted Amounts (GAAP Basis) See Auditor's Report 30 CITY OF EAGLE, IDAHO Schedule of Employer's Share of Net Pension Asset and Liability PERSI - Base Plan Last 10 - Fiscal Years* 2021 2020 2019 City's portion of the net pension asset/liability 0.0861453% 0.0806411% 0.0754206% City's proportionate share of the net pension (asset) liability ($68,036) $1,872,593 $860,905 City's covered payroll $3,214,824 $2,871,533 $2,561,590 City's proportional share of the net pension asset/liability as a percentage of its covered payroll -2.12% 65.21% 33.61% Plan fiduciary net position as a percentage of the total pension asset/liability 100.36% 88.22% 93.79% 2018 2017 2016 2015 City's portion of the net pension asset/liability 0.0727685% 0.0640585% 0.0611008% 0.0600540% City's proportionate share of the net pension (asset) liability $1,073,348 $1,006,890 $1,238,607 $790,813 City's covered payroll $2,341,228 $1,989,611 $1,756,405 $1,674,832 City's proportional share of the net pension asset/liability as a percentage of its covered payroll 45.85% 50.61% 70.52% 47.22% Plan fiduciary net position as a percentage of the total pension asset/liability 91.69% 90.68% 87.26% 91.38% *GASB 68 requires ten years of information to be presented in this table. However, until a 10-year trend is compiled, only those years for which information is available will be presented. Data reported is measured as of June 30. See Auditor's Report 31 CITY OF EAGLE, IDAHO Schedule of Employer Contributions PERSI - Base Plan Last 10 - Fiscal Years* 2021 2020 2019 Statutorily required contribution $398,638 $352,614 $309,754 Contributions in relation to the statutorily required contribution $398,638 $352,614 $309,754 Contribution deficiency (excess)$0 $0 $0 City's covered payroll $3,338,677 $2,953,216 $2,700,821 Contributions as a percentage of covered payroll 11.94% 11.94% 11.47% 2018 2017 2016 2015 Statutorily required contribution $269,919 $228,241 $198,825 $189,591 Contributions in relation to the statutorily required contribution $269,919 $228,241 $198,825 $189,591 Contribution deficiency (excess)$0 $0 $0 $0 City's covered payroll $2,384,443 $2,016,263 $1,756,405 $1,674,832 Contributions as a percentage of covered payroll 11.32% 11.32% 11.32% 11.32% *GASB 68 requires ten years of information to be presented in this table. However, until a 10-year trend is compiled, only those years for which information is available will be presented. Data reported is measured as of each year's fiscal year end. See Auditor's Report 32 CITY OF EAGLE, IDAHO Combining Balance Sheet - Nonmajor Governmental Funds September 30, 2021 Special Revenue SVCID SVCID Operations Capital Projects Pathway Total Assets Cash ($22,156) $767,519 $745,363 Receivables: Taxes 0 Intergovernmental 0 Accounts 22,156 22,156 Due From Other Funds 0 Restricted Cash 0 Total Assets $0 $0 $767,519 $767,519 Liabilities Accounts Payable & Accrued Expenses $3,592 $3,592 Due To Other Funds 0 Deposits Payable 0 Unearned Grant Revenue 0 Total Liabilities $0 $0 3,592 3,592 Deferred Inflows of Resources Unavailable Tax Revenues 0 Total Deferred Inflows of Resources 0000 Fund Balances Restricted - Special Programs 0 Restricted - Debt Service 0 Restricted - Capital Projects 763,927 763,927 Unassigned 0 Total Fund Balances 0 0 763,927 763,927 Total Liabilities and Deferred Inflows of Resources and Fund Balances $0 $0 $767,519 $767,519 Capital Projects Funds See Auditor's Report 33 CITY OF EAGLE, IDAHO Combining Statement of Revenues, Expenditures, and Changes in Fund Balances - Nonmajor Governmental Funds Year Ended September 30, 2021 Special Revenue SVCID SVCID Operations Capital Projects Pathway Total Revenues Taxes $0 Franchise Fees 0 Intergovernmental 0 Licenses, Permits, & Fees $190,038 190,038 Interest 1,147 1,147 Miscellaneous & Grants 2,423 2,423 Total Revenues $0 $0 193,608 193,608 Expenditures Current Expenditures General Government 0 Public Safety 0 Parks & Streets 0 Culture & Recreation 0 Community Infrastructure District 65,791 323,000 388,791 Capital Outlay 113,221 113,221 Debt Service - Principal 0 Debt Service - Interest 0 Total Expenditures 65,791 323,000 113,221 502,012 Excess (Deficiency) of Revenues Over Expenditures (65,791) (323,000) 80,387 (308,404) Other Financing Sources (Uses) Proceeds from Bond Issuance 323,000 323,000 Owner Contributions 55,791 55,791 Transfers In 0 Transfers Out 0 Total Other Financing Sources (Uses)55,791 323,000 0 378,791 Net Change in Fund Balances (10,000) 0 80,387 70,387 Fund Balances - Beginning 10,000 0 683,540 693,540 Fund Balances - Ending $0 $0 $763,927 $763,927 Capital Projects Funds See Auditor's Report 34 CITY OF EAGLE, IDAHO Schedule of Expenditures of Federal Awards Year Ended September 30, 2021 Federal Pass-Through Federal Grantor/ Pass-Through CFDA Entity Identifying Federal Grantor/Program or Cluster Title Number Number Expenditures US Dept of Transportation Passed Through Idaho Transportation Dept: Highway Planning & Construction Cluster: Highway Planning & Construction 20.205 95537 $247,302 Total Highway Planning & Construction Cluster 247,302 Total US Dept of Transportation 247,302 US Dept of Treasury Passed Through Idaho Office of the Governor COVID-19 - Coronavirus Relief Fund 21.019 20-1892-0-1-806 894,655 Total US Dept of Treasury 894,655 US Dept of Homeland Security Passed Through Idaho Dept of Military Division COVID-19 - Disaster Grants Public Assistance 97.036 FEMA-4342 DR-ID 320,382 Total US Dept of Homeland Security 320,382 Total Expenditures of Federal Awards $1,462,339 NOTES: A.Basisof Presentation -The accompanying scheduleof expenditures of federal awards (theschedule)includes the federal award activity of the City under programs of the federal governmentfor the year ended September30, 2021. The information in this schedule is presented in accordance with the requirements of Title 2 U.S.Code of Federal Regulations Part 200,Uniform Administrative Requirements.Because the schedule presents only a selected portion of the operations of the City, it is not intended to and does not present the financial position, changes in net position, or cash flows of the City. B. Summary of Significant Accounting Policies - Expenditures reported on the schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The City has not elected to use the 10 percent de minimis indirec cost rate as allowed under the Uniform Guidance. See Auditor's Report 35 36 11501 Highway 95, Payette, Idaho 83661 | www.qcpas.com | info@qcpas.com | 208-642-1417 Independent Auditor’s 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 City Council City of Eagle, Idaho We have audited, in accordance with the 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, 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, Idaho (the City), as of and for the year ended September 30, 2021, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements, and have issued our report thereon dated December 30, 2021. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the City’s internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, we do not express an opinion on the effectiveness of the City’s internal control. A deficiency in internal control 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 and correct, misstatements on a timely basis. A material weakness is a deficiency, or combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control over financial reporting was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. Compliance and Other Matters As part of obtaining reasonable assurance about whether the City’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 37 results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City’s internal control or compliance. This 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. Accordingly, this communication is not suitable for any other purpose. Quest CPAs PLLC Payette, Idaho December 30, 2021 38 11501 Highway 95, Payette, Idaho 83661 | www.qcpas.com | info@qcpas.com | 208-642-1417 Independent Auditor’s Report on Compliance for Each Major Program and on Internal Control Over Compliance Required by the Uniform Guidance Honorable Mayor and City Council City of Eagle, Idaho Report on Compliance for Each Major Federal Program We have audited the City of Eagle, Idaho’s (the City’s) compliance with the types of compliance requirements described in the OMB Compliance Supplement that could have a direct and material effect on each of the City’s major federal programs for the year ended September 30, 2021. The City’s major federal programs are identified in the summary of auditor's results section of the accompanying schedule of findings and questioned costs. Management’s Responsibility Management is responsible for compliance with federal statutes, regulations, and the terms and conditions of its federal awards applicable to its federal programs. Auditor’s Responsibility Our responsibility is to express an opinion on compliance for each of the City’s major federal programs based on our audit of the types of compliance requirements referred to above. We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Those standards and the Uniform Guidance require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to above that could have a direct and material effect on a major federal program occurred. An audit includes examining, on a test basis, evidence about the City's compliance with those requirements and performing such other procedures as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion on compliance for each major federal program. However, our audit does not provide a legal determination of the City's compliance. Opinion on Each Major Federal Program In our opinion, the City complied, in all material respects, with the types of compliance requirements referred to above that could have a direct and material effect on each of its major federal programs for the year ended September 30, 2021. 39 Report on Internal Control Over Compliance Management of the City is responsible for establishing and maintaining effective internal control over compliance with the types of compliance requirements referred to above. In planning and performing our audit of compliance, we considered the City's internal control over compliance with the types of requirements that could have a direct and material effect on a major federal program to determine the auditing procedures that are appropriate in the circumstances for the purpose of expressing an opinion on compliance for each major federal program and to test and report on internal control over compliance in accordance with Uniform Guidance, but not for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, we do not express an opinion on the effectiveness of the City's internal control over compliance. A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. Our consideration of internal control over compliance was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies. We did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. The purpose of this report in internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance. Accordingly, this report is not suitable for any other purpose. Quest CPAs PLLC Payette, Idaho December 30, 2021 CITY OF EAGLE, IDAHO Schedule of Findings and Questioned Costs Year Ended September 30, 2021 40 SUMMARY OF AUDITOR’S RESULTS FINANCIAL STATEMENTS Type of auditor’s report being issued: Unmodified Internal control over financial reporting: Material weakness(es) identified? No Significant deficiency(ies) identified? None reported Noncompliance material to the financial statements noted? No FEDERAL AWARDS Internal control over major programs: Material weakness(es) identified? No Significant deficiency(ies) identified? None reported Type of auditor’s report issued on compliance for major programs: Unmodified Any audit findings that are required to be reported in accordance with 2 CFR section 200.516(a)? No Major program identification: a. Highway Planning & Construction Cluster – CFDA #20.205 b. COVID-19 - Coronavirus Relief Fund – CFDA #21.019 Dollar threshold used to distinguish between type A and B programs: $750,000 Auditee qualified as a low-risk auditee? No