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HomeMy WebLinkAboutCORRESPONDENCE - GENERAL CORRESPONDENCE - CAFR 2007Fort Collins, Colorado Year ended December 31, 2007 Financial Comprehensive AnnuAl Report City of Fort Collins, Colorado Comprehensive Annual Financial Report For the fiscal year ended December 31, 2007 Prepared by the Finance Department: Charles M. Seest, CPA, Finance Director John Voss, Accounting and Financial Reporting Manager Mindy Pfleiger, Accountant Michael J. Skoff, Accountant Becky Sullivan, Accountant Karen Tracy, CPA, Accountant Kathy Neith, Accountant Lawrence Pollack, Business Systems Analyst About our cover and section tabs… During the past year, the City of Fort Collins has completed and participated in several significant projects to address the needs of our vibrant growing community. The cover picture is of the new police headquarters. Clad in Colorado red sandstone, the three story structure covers approximately 98,000 square-feet, providing a "state-of-the-art" police facility. The building design enhances police operations, community policing services and is home to the Fort Collins Police Museum. It also contains an enhanced crime laboratory, evidence processing and storage, a communications center, an Emergency Operations Center, training facilities and a detention center with eight cells. For the employees of Police Services, the building interior provides a very secure yet "human" environment. From the outside, the soft geometry of the covered walkway and open interface of the Community Room, with the public art work interwoven between, provide a clear and welcoming entry to the public. The “Introductory Section” tab photo is Bobcat Ridge Natural Area. Mountain bikers enjoy the new Ginny Trail, the first regional natural area purchased by the City. The natural area boasts 16 miles of trails through foothill and mountainous terrain, creating a new haven for bikers, equestrians and hikers alike. While there, one can take a look into our past with a stop at the historic cabin and get a lesson in fire ecology with a trip through the forest that burned in the 2000 Bobcat Gulch wildfire. The “Financial Section” tab is of the Northside Aztlan Community Center. It is the City’s newest recreation facility. The 50,000 square foot recreation center is the City’s first building to receive the Gold LEED certification as an environmentally responsible green building. Featuring three gymnasiums, a large cardio and weight training area, an inter-generational lounge, computer lab, classrooms, meeting areas, and more, the Northside Aztlan Community Center offers programs and services for the entire Fort Collins community. The “Statistical Section” tab is of the Inspiration Playground at the new Spring Canyon Community Park. It allows for children of all abilities to play side-by-side on this fully accessible playground. The community raised over $720,000 to make it a reality; the first of it's kind in Colorado. It contains The Sleeping Giant (nearly 100 feet long and 10 feet high) which contains interactive sensors that activate snoring and heartbeat sounds to the delight of children. It is modeled after the legend of the "Giant of the White Stone" in which the giant guarded the "Valley of Contentment" denying access to the ancient people. The “Other Schedules” tab is of Spring Canyon Community Park. It is a 100 acre park that contains landscaped canyon walls, ball fields, soccer fields, turf areas for passive recreation, walking paths, trails, picnic shelters, restrooms, Inspiration Playground, a dog park, tennis, basketball and volleyball courts, a bike trials course and a skate park. The City plans a community park to serve about 20,000 people. We currently have six community parks strategically placed around the community. These parks provide space for the community to recreate, gather for social events and detach themselves from the urban environment. City of Fort Collins Comprehensive Annual Financial Report i City of Fort Collins, Colorado Comprehensive Annual Financial Report For the fiscal year ended December 31, 2007 Table of Contents Page INTRODUCTORY SECTION ................................................................................................................ 1 Letter of Transmittal..................................................................................................................................... 3 Certificate of Achievement for Excellence in Financial Reporting............................................................ 11 Organizational Chart................................................................................................................................... 12 Elected and Appointed Officials................................................................................................................. 13 FINANCIAL SECTION......................................................................................................................... 15 Independent Auditors’ Report .................................................................................................................... 17 MANAGEMENT’S DISCUSSION AND ANALYSIS....................................................................... 19 BASIC FINANCIAL STATEMENTS ................................................................................................ 31 Government-wide Financial Statements Statement of Net Assets................................................................................................................. 33 Statement of Activities .................................................................................................................. 34 Fund Financial Statements Governmental Fund Financial Statements Balance Sheet .................................................................................................................. 36 Reconciliation of the Balance Sheet of Governmental Funds to the Statement of Net Assets.................................................................................................. 37 Statement of Revenues, Expenditures, and Changes in Fund Balances ........................... 38 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities.......................... 39 Statement of Revenues, Expenditures, and Changes in Fund Balances Actual and Budget - General Fund ................................................................................. 40 Statement of Revenues, Expenditures, and Changes in Fund Balances Actual and Budget - Sales and Use Tax Fund ................................................................ 41 Statement of Revenues, Expenditures, and Changes in Fund Balances Actual and Budget (Non-GAAP budgetary basis) - Transportation Services Fund................... 42 Proprietary Fund Financial Statements Statement of Net Assets.................................................................................................... 44 Statement of Revenues, Expenses, and Changes in Fund Net Assets ............................. 46 Statement of Cash Flows .................................................................................................. 48 Fiduciary Fund Financial Statements Statement of Fiduciary Net Assets ................................................................................... 50 Statement of Changes in Fiduciary Net Assets................................................................. 51 Notes to the Basic Financial Statements........................................................................................ 53 Required Supplementary Information Other Than MD&A Modified Approach for City Streets Infrastructure Capital Assets................................................ 88 COMBINING FINANCIAL STATEMENTS Non-Major Governmental Funds................................................................................................................ 91 Balance Sheet ................................................................................................................................ 92 Statement of Revenues, Expenditures and Changes in Fund Balance........................................... 96 ii City of Fort Collins Comprehensive Annual Financial Report Schedule of Revenues, Expenditures, and Changes in Fund Balances – Actual and Budget Community Development Block Grant (Non-GAAP budgetary basis) ......................... 100 Home Program Fund (Non-GAAP budgetary basis)...................................................... 101 Natural Areas ................................................................................................................. 102 Capital Expansion (Non-GAAP budgetary basis) .......................................................... 103 Neighborhood Parkland (Non-GAAP budgetary basis) ................................................. 104 Conservation Trust (Non-GAAP budgetary basis)......................................................... 105 Cultural Services and Facilities ...................................................................................... 106 Recreation....................................................................................................................... 107 Cemeteries ...................................................................................................................... 108 Perpetual Care................................................................................................................. 109 Transit Services (Non-GAAP budgetary basis).............................................................. 110 Street Oversizing ........................................................................................................... 111 General Improvement District No. 1 .............................................................................. 112 Urban Renewal Authority............................................................................................... 113 Debt Service ................................................................................................................... 114 Special Assessments....................................................................................................... 115 Fort Collins Leasing Corporation................................................................................... 116 Capital Project Fund ................................................................................................................................. 117 Schedule of Revenues, Expenditures, and Changes in Fund Balance Actual and Budget (Non-GAAP budgetary basis).............................................. 118 Enterprise Funds ....................................................................................................................................... 121 Schedule of Revenues, Expenditures, and Changes in Net Assets Actual and Budget (Non-GAAP budgetary basis) Light and Power.............................................................................................................. 122 Water .............................................................................................................................. 123 Wastewater ..................................................................................................................... 124 Storm Drainage............................................................................................................... 125 Golf................................................................................................................................. 126 Internal Service Funds .............................................................................................................................. 127 Statement of Net Assets............................................................................................................... 128 Statement of Revenues, Expenses and Changes in Net Assets.................................................... 130 Statement of Cash Flows ............................................................................................................. 132 Schedule of Revenues, Expenses, and Changes in Net Assets Actual and Budget — Internal Service Funds Benefits........................................................................................................................... 134 Communications (Non-GAAP budgetary basis) ............................................................ 135 Equipment (Non-GAAP budgetary basis) ..................................................................... 136 Self-Insurance................................................................................................................. 137 Utility Customer Service and Administrative (Non-GAAP budgetary basis)................ 138 Fiduciary Funds ........................................................................................................................................ 139 Statement of Fiduciary Net Assets............................................................................................... 140 Statement of Changes in Fiduciary Net Assets............................................................................ 141 Schedule of Changes in Net Assets Held in Trust for Pension Benefits—Actual and Budget ...................................................................................... 142 Statement of Agency Fund Assets and Liabilities....................................................................... 143 Statement of Changes in Agency Fund Assets and Liabilities .................................................... 144 Component Unit Funds............................................................................................................................. 145 Reconciliation of the Balance Sheet to the Statement of Net Assets........................................... 146 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances to the Statement of Activities............................................................................ 147 Balance Sheet ............................................................................................................................. 148 Statement of Revenues, Expenditures, and Changes in Fund Balance........................................ 149 Schedule of Revenues, Expenditures, and Changes in Fund Balance – General Fund ............... 150 Schedule of Revenues, Expenditures, and Changes in Fund Balance – Debt Service ................ 151 City of Fort Collins Comprehensive Annual Financial Report iii STATISTICAL SECTION................................................................................................................... 153 Net Assets by Component – Last Seven Years......................................................................................... 155 Changes in Net Assets – Last Seven Years .............................................................................................. 156 Fund Balances, Governmental Funds – Last Ten Years........................................................................... 157 Changes in Fund Balances, Governmental Funds – Last Ten Years........................................................ 158 Taxable Sales by Category – Last Ten Years........................................................................................... 159 Direct and Overlapping Sales Tax Rates – Last Ten Years...................................................................... 160 Sales Tax Revenue Taxpayers by Industry............................................................................................... 161 Ratios of Outstanding Debt by Type – Last Ten Years............................................................................ 162 Ratios of General Bonded Debt Outstanding – Last Ten Years ............................................................... 163 Direct and Overlapping Governmental Activities Debt............................................................................ 164 Legal Debt Margin Information – Last Ten Years ................................................................................... 165 Pledged Revenue Coverage – Last Ten Years.......................................................................................... 166 Demographic and Economic Statistics ..................................................................................................... 167 Principal Employers.................................................................................................................................. 168 Full-time Equivalent City Employees by Function/Program – Last Eight Years..................................... 169 Operating Indicators by Function/Program – Last Ten Years.................................................................. 170 Capital Asset Statistics by Function/Program – Last Ten Years .............................................................. 171 OTHER SCHEDULES Wastewater Utility Enterprise SEC Rule 15c2-12 Information................................................................ 173 Storm Drainage Utility Enterprise SEC Rule 15c2-12 Information ......................................................... 178 Water Utility Enterprise SEC Rule 15c-12 Information........................................................................... 180 DDA Tax Increment Revenue and Refunding Bonds SEC Rule 15c2-12 Information............................ 185 Local Highway Finance Report Form FHWA-536 .................................................................................. 186 iv City of Fort Collins Comprehensive Annual Financial Report THIS PAGE INTENTIONALLY LEFT BLANK. Introductory Section INTRODUCTORY SeCTION City of Fort Collins Comprehensive Annual Financial Report 1 INTRODUCTORY SECTION 2 City of Fort Collins Comprehensive Annual Financial Report THIS PAGE INTENTIONALLY LEFT BLANK.                                                                                                                                                                             215 North Mason Street • 2nd Floor • P.O. Box 580 • Fort Collins, CO 80522-0580 • (970) 221-6770 • FAX (970) 221-6782 4 City of Fort Collins Comprehensive Annual Financial Report special emphasis on the administration of federal awards. The reports are available in the separately issued Single Audit Report of the City of Fort Collins. Management’s Discussion & Analysis. Generally accepted accounting principles require that management provide a narrative introduction, overview, and analysis to accompany the basic financial statements in the form of Management’s Discussion and Analysis (“MD&A”). Management has designed this transmittal letter to coordinate with the MD&A. Users of this report should read this letter and the MD&A. The MD&A begins on page 19, immediately following BONDI’s independent audit report. Profile of the City of Fort Collins The City of Fort Collins, incorporated in 1872, is located in north central Colorado, east of the continental divide. It is the fifth largest city in Colorado in terms of population. The City’s corporate limits encompass 51 square miles of land. The City has been growing rapidly over the last 20 years and traditionally possessed one of the strongest local economies in the nation. The City is the county seat of Larimer County. It is also home to Colorado State University with an enrollment of over 25,000 students and many Federal and state agencies. Public entities own about 30% of the land within the City’s corporate limits. The City is a home rule city, organized under provisions of the Colorado Constitution. The City Charter, adopted in 1953, provides for the council-manager form of local government. The voters directly elect the mayor to serve a two-year term. Within districts, voters elect six Council members on a non-partisan basis, to staggered four-year terms. The financial statements, schedules, and statistical tables contained in this report include all funds and account groups under the control of City Council. The Council is responsible for passing ordinances, adopting the two-year budget and annual appropriations ordinance, appointing advisory board and commission members, and hiring the City Manager, City Attorney, and Municipal Judge. The City Manager is responsible for implementing the policies and ordinances of Council, overseeing the day-to-day operations, and appointing service area directors and other staff members. The City provides a full range of municipal government services to approximately 131,200 residents. These services include all general purpose municipal services authorized by its Charter, including general government, public safety, streets and highways, health and welfare, culture and recreation, transportation, public works, development, and public utilities. The City’s utilities include electric distribution, water treatment, wastewater treatment, and storm drainage. Management includes component units in the reporting entity to conform to Governmental Accounting Standards Board Statement No. 14. The financial statements include all funds, capital assets and long-term obligations that make up the legal entity of the “primary government”, namely the City, as well as organizations for which the City is financially accountable. The City’s reporting entity includes the Downtown Development Authority, General Improvement District No. 1, Fort Collins Capital Leasing Corporation, and the Urban Renewal Authority. Management has designed the financial statements to allow financial statement users to distinguish between the primary government and its component units. The Poudre Fire Authority provides fire protection services to the region around and including the City and its residents. The City and Poudre Valley Fire Protection District created the Authority in 1982 to provide consolidated fire and emergency services within the territorial limits of both entities. The Authority was created as an independent governmental authority under Colorado law and is governed by its own board. The City accounts for the Authority as a joint venture. The formation of the Poudre Fire Authority has improved insurance ratings, lowered costs to taxpayers, enhanced ability to respond to major fires, and eliminated duplicate support services. In addition to fire protection, the Authority provides emergency medical services, hazardous materials response, inspection, public education, and investigation services. The Finance Department prepares separate financial statements for the Poudre Fire Authority. The Fort Collins Regional Library District (the District) began operations in 2007 after a successful election in 2006 to authorize the District formation. The District is administered by a governing board of seven members who City of Fort Collins Comprehensive Annual Financial Report 5 are appointed by the City of Fort Collins and Larimer County. The Fort Collins Regional Library District prepares separate financial statements. The City’s annual appropriations ordinance, adopted before the end of November of each year, sets the foundation for the financial planning and control. Council adopts the budget every two years, following a multi-month process of revenue estimation, spending requests from service areas, study sessions, and internal meetings. The City Manager provides the two-year budget to Council in September of odd-numbered years. The Council is required to hold public hearings on the budget and adopt it by the end of November. The appropriations ordinance is prepared and adopted by fund and in the case of capital projects and grants, by project and grant. The Charter requires balanced annual appropriations in which expenditures may not exceed revenues and fund balances, with some exceptions for emergencies. During a fiscal year, the Council, by recommendation from the City Manager, may approve supplemental budget appropriations. Within a fund, the City Manager may transfer appropriations between programs. Between funds and capital projects, the Council may approve transfers based on City Manager recommendations. In this report, management has provided budget to actual comparisons for each individual governmental fund for which the Council has made appropriations. For the General Fund, this comparison is presented on page 40 as part of the basic financial statements for the governmental funds. For governmental funds, other than the General Fund, this comparison is presented in the governmental fund section of this report, which starts on page 41. Also included in the governmental fund section are project-length budget-to-actual comparisons for each governmental fund for which a project-length budget has been adopted. Factors Affecting Economic and Financial Condition For additional context to readers of the Comprehensive Annual Financial Report, management provides the following comments about the economy and financial status. Local economy. 2007 was a good year in terms of employment growth in Fort Collins. As a result of a target industry study completed in October 2006, the City identified five key industries that are the focus of the City’s employment strategies. These industries are Bioscience, Clean Energy, Chip Design and R&D, Software, and Uniquely Fort Collins. Employment gains were experienced in all of these sectors. Arts, culture and tourism also contributed to employment opportunities. Finally, Colorado State University plays a vital role in the region and continues to fuel economic activity related to nearly $300 million of sponsored research conducted by the university. The City experienced moderate revenue growth in 2007. Combined sales and use tax collections increased 7.8% over 2006. This growth resulted in approximately $4.1 million in collections above the amount budgeted for combined general sales and use tax collections. The increase in sales tax collections across the City was influenced by several categories with excellent growth. The Food Stores category ended up 9.1% over 2006, Miscellaneous Retail increased 8.2%, Eating & Drinking Places rose 6.6% and Home Furnishings & Consumer Electronics were up 13.8%. Ongoing inflation fueled growth in 2007, but will likely have a mixed impact on 2008 retail sales as consumers react to higher energy and food costs. Retail sales will be assisted later this year by the opening of Front Range Village, a new 910,000 square foot shopping center. Sales tax revenue in 2008 is projected to increase by less than 2% as compared to 2007 collections. In the following table, management displays important indicators of the City’s local economy. Employment growth in the county stalled in the last half of 2001 and did not regain momentum until midway through 2004. In the third- quarter of 2007 (the latest data available), total jobs in Larimer County increased by 6,216 or 4.88%. Total wages were down 0.04% and average wages decreased by 3.95% for 2007. Manufacturing jobs, a primary driver of personal income, increased by approximately 1.13%. Total wages in the manufacturing category were down by 2.52%. For those workers employed in manufacturing, average wages decreased by 4.60%. Government jobs increased by 3.29%; total wages increased by 12.29% and average wages increased by 9.28%. 6 City of Fort Collins Comprehensive Annual Financial Report The unemployment rate in the table is an annual average. Unemployment in Colorado has fallen in conjunction with an improving economy. During 2003 it reached a high of 6.5% (March 2003) and by the end of 2003 the rate fell back to 5.6%. As of the end of 2007, the rate stood at 3.4%. The essential economic indicators for the City were reasonably strong in 2007, except for building permits and new construction valuations. Even though the population grew at 1.30%, residential building permits declined. Sales tax collections and use tax collections were up 1.60% and 15.50% respectively. In addition, use tax from business was up strongly as a result of capital investment. Growth in inflation, as measured by the Denver-Boulder-Greeley Consumer Price Index was about 1.86%. In conjunction with the improving economy, the City’s financial health remained stable through 2007. At year-end, the City held $310.2 million in unrestricted net assets, approximately $24 million more than 2006. Please see page 22 for more information about the City’s total assets. Outlook for 2008-2009. The national economy experienced some weakness in 2007 as evidenced by a reduction in consumer confidence and an increase in unemployment from 4.6% to 5.0%. The weakening economy will likely continue to be an issue throughout 2008 and may persist through the first half of 2009. Energy prices continue to rise due to supply concerns and increased demand from flourishing markets in Asia. The Federal Reserve in an attempt to stimulate the economy and inject liquidity into the capital markets has lowered the fed funds rate from 5.25% in August 2007 to 2.00% as of April 2008 and emphasized downside risks to growth. This change in stance by the Fed from being a watchdog for inflation to fueling economic activity was brought about by the continuing slump in the housing market and the meltdown of credit markets resulting from increasing exposure to sub-prime loan defaults. Key Economic Indicators for Fort Collins 2003 2004 2005 2006 2007 County Employment Data Annual Unemployment Rate in Percentage 5.69 5.16 4.09 3.90 3.4 Actual Change 0.54 (0.53) (1.07) (0.19) (0.50) Total Employment (ES202) 3-Quarter Average 119,720 122,150 124,726 130,081 133,548 Percentage Change (1.50%) (2.02%) 2.10% 4.29% 2.67% City Building and Construction Residential Building Permits 1,398 1,295 979 585 506 Percentage Change (9.22%) (7.36%) (24.40%) (40.25%) (13.50%) New Construction Valuation – Total $292,412,644 $450,351,863 $309,292,508 $328,689,446 $271,994,794 Percentage Change 4.20% 54.01% (31.30%) 6.27% (17.25%) City Sales & Use Tax Collections City Sales and Use Tax Collections Percentage Change $67,694,302 (0.74%) $70,724,861 4.48% $72,371,625 2.32% $74,850,552 3.40% $77,645,025 3.73% Sales Tax Collections Percentage Change 56,313,789 (0.44%) 58,185,755 3.32% 59,616,916 2.45% 63,385,570 6.30% 64,402,853 1.60% City of Fort Collins Comprehensive Annual Financial Report 7 The City’s economy and corresponding revenue structure faces several risks. One significant risk is the underlying change from a goods based economy to a service based economy. As consumers spend a higher proportionate share of their income on services (healthcare, maintenance of capital goods, and leisure), the effectiveness of a sales tax on the purchase of goods to fund general government services begins to diminish. Another risk is the erosion of the sales tax base due to transactions that occur over the Internet. As this method of commerce grows and if it retains preferential tax treatment, states and cities will lose more and more sales taxes. In light of all these risks, the City will need to persevere in its efforts to manage its resources while responding to demand for services. Significant focus of the City will be on ensuring that the Front Range Village retail center opens in the summer of 2008. Another key retail project is the redevelopment of the Foothills Mall through the assistance of the City’s Urban Renewal Authority. The City continues to work aggressively with the owners of the mall on developing the site. The continued implementation of the targeted industries is proving successful in retaining jobs and encouraging existing companies to expand. All these actions of course take place in an increasingly complex regional economy where Fort Collins is no longer the sole major economic player. In addition to economic health initiatives the City has launched, there are several other key initiatives underway that will help with managing the City’s longer-term fiscal position, these include: Long-term financial planning. Council and management are working on several long-term plans that will affect the City’s financial position. Through financial management policies, Council has set priorities among the services it provides. For the past few years and into the immediate future, these policies put the highest priority on basic services. Below, management has highlighted a few of the services for which long-term planning is underway. Transportation. Transportation programs are supported primarily by two funds: Transportation Fund and General Fund. Revenues from non-General Fund sources are projected to remain relatively stable. Revenues from the General Fund are expected to be reduced which translates into some service reductions. The community does appear to recognize the need for ongoing funding for street infrastructure. In April 2005, voters passed a City sponsored ballot initiative that extended the City’s existing dedicated .25% sales & use tax levy for streets maintenance for an additional 10 years beyond the expiration date of December 31, 2005. Police. During 2007, the City completed construction of a new police services building. This building was planned to accommodate future expansion of the police department to keep pace with the growing community for the next 30 years. A police services study was presented to City Council during the year that recommended the hiring of an additional 40 officers to maintain the level of service consistent with community expectations. City management will pursue a community dialogue on this topic in preparation for the 2010-11 budget process. Wastewater. The Mulberry Wastewater Reclamation Facility was built in 1946. The plant has received capacity upgrades in 1958 and 1975. In the past two years, the treatment performance of the plant’s 60-year old trickling filter, which provides first-stage secondary treatment for the plant flow, has degraded several times requiring it to be taken off-line, cleaned and restarted. Failure of the trickling filter creates a significant increase in odors until it has been cleaned. Even after restarting, the trickling filter’s effectiveness has not recovered to its past efficiency. An engineering study indicated that upgrading the plant’s secondary treatment processes by removing the trickling filter and its associated facilities and installing a new aeration basin and associated facilities is the most cost effective solution and would also allow the Utility to prepare for future regulation-based improvements. The improvements will be paid for with approximately $30 million in revenue bonds. Open Space and Natural Area Preservation. In 2002, Council completed a review and adopted a funding strategy for acquisition and maintenance of natural areas, community separators and open space. Proceeds from Larimer County’s sales tax for open space will provide the City with over $100 million through 2018. City voters extended the City’s dedicated sales tax levy for open space and natural areas to 2030. Capital Projects. Finally, the voters approved extension of a quarter cent sales tax dedicated to funding community capital projects to 2015. The list of projects presented to the voters emphasized basic services and was titled “Building on Basics”. It included such projects as the widening of intersections and high traffic sections of specific 8 City of Fort Collins Comprehensive Annual Financial Report arterial streets, construction of a joint City Museum/Science Center, and expansion of the City Senior Center. The City has successfully used this strategy to fund tax-supported capital needs since the 1970s. Pension Fund Summary. In 2007, the City maintained one defined benefit pension trust fund to account for the General Employees’ Retirement Plan. During 2007, the Plan produced a 13.63% rate of total return compared to the actuarial investment assumption of 7.5%. At year-end, the Plan held assets with a market value of $45.6 million, an increase of $3.4 million from the prior year. The increase in assets is due to good investment results. The actuarial value of the plan assets covers 88% of the projected benefits. The City will need to increase the rate at which it is contributing to the Plan. Credit Ratings. To attain the lowest possible interest rates and to be sure it has the widest markets for its bonds, the City obtains credit ratings from the major rating services. Stronger ratings lower interest rates and the cost to taxpayers and users of City services. In some cases, the City may also purchase insurance when the economic analysis shows more benefit than cost. Bond insurance provides additional support for the creditworthiness of the bonds and improves (lowers) the interest costs. The City’s most recent bond ratings are as follow: Credit rating agencies base their ratings of the City’s general government debt on a combination of factors. These key factors include debt burden, economic characteristics, government organization, and financial performance. The agencies do not view any one factor as most important. They weigh strengths and weaknesses in each area within the context of potential impact on issuer’s ability and willingness to repay the debt. The statements below summarize rating upgrades the City achieved on the water and storm water utilities as well as last year’s affirmation of the City’s certificate of participation rating. In upgrading the City’s Water and Storm water ratings, Standard & Poor’s stated: “The upgrade to ‘AA-’ rating from ‘A+’ on Fort Collins’ water utility and storm water utility revenue bonds reflects the ongoing expansion of each system’s customer and revenue bases, along with greater diversification among their leading customers. The ‘AA-’ rating also reflects the systems’ strong and diverse service area economy, good long-term water supply and diversity of supply sources, sound financial performance with adequate debt service coverage levels and excellent liquidity, and manageable future capital improvement programs for both the water and storm water utilities. The Rating Outlook is stable.” [Water and Storm Water Revenue Bonds Ratings Upgrade Summary April, 2005] In affirming the City’s lease certificate of participation rating in 2007, Moody’s stated: “Financial operations at Fort Collins are characterized by ample reserves and prudent fiscal management despite the pressures of slowing growth in it primary revenue source, local sales and use taxes. The rating also incorporated the strength of the City as an Aa1 general obligation bond credit including a stable economy, favorable debt levels, and sound fiscal operations despite slowing revenue growth.” [2007 Refunding Certificate of Participation Rating] Fort Collins Bond Issue Credit Ratings Ratings Issue Moody’s Standard & Poor’s Sales & Use Tax Revenue* Aa2 No rating Highway Users Tax Revenue Aa2 No rating Sewer Revenue* A1 No rating General Obligation Water Aa1 AA Water Revenue A2 AA- Storm Drainage Revenue A1 AA- Lease Certificates of Participation Aa2 No rating *Fitch has rated the City’s Sales & Use Tax Revenue Bond “AA” and the.City’s Sewer Revenue Bonds “AA-” City of Fort Collins Comprehensive Annual Financial Report 9 Cash Management. Through a treasury and investment management program, the Finance Department maximizes investment earnings on temporarily idle cash while ensuring that adequate moneys are available to make full and timely payments to vendors. The Department invests for periods ranging from overnight to several years, based on need. In making investment decisions, staff considers the legality, security, and yield of the investment. In 2007, the City earned approximately $15.6 million on its fixed income investments. The yield on the City’s fixed income investments (excluding the General Employees’ Retirement Plan) was 4.9%. Risk Management. During the mid-1980s, the City instituted a risk management program. The activities of the program are accounted for in the Self-Insurance Fund. The purpose of the program is to analyze and provide for the City’s insurance needs and accumulate adequate reserves for self-insurance. The City began self-insuring for workers compensation in 1989. The annual actuarial study performed in early 2007 shows that the recorded liability for workers compensation and liability claims payable is reasonably adequate to cover all known claims and incurred-but-not-reported claims as of December 31, 2007. The City also has a large retention (deductible) for all liability claims. State Constitutional Growth Limit. In 1992, the voters of the State approved an amendment to the Colorado State Constitution. Now codified as Section 20 of Article X (the “Section”), the amendment imposes annual revenue and spending growth limitations on all governments in the State. In addition to the revenue and spending growth limitations, the Section requires voter approval before the imposition of new taxes, tax rate increases, mill levy increases, or other changes in policy that increases tax revenues. In the absence of voter approval, the Section prohibits the creation of any multiple fiscal year debt or other financial obligation (except refinancing at a lower rate). The Section requires that revenues that exceed the limit be returned to taxpayers during the next calendar year. If revenues decrease in any fiscal year, the lower amount becomes the new base for computing the next year’s limits. The Section provides for two components in setting the revenue and expenditure growth limits. The first is the percentage change in the annual Denver-Boulder-Greeley Consumer Price Index for Urban Consumers. The second component is percentage change in the actual value of all real property within the City, due to construction of taxable improvements and annexation. For the 2007 fiscal year, the Consumer Price Index component was 3.6% and the local-growth component rose by 2.6%. When the combination of these two factors is applied to the 2006 revenue base, the revenue limit for 2007 was approximately $138.5 million. The revenue subject to the limit in 2007 totaled approximately $134.5 million. This amount is below the limit by $3.9 million. The Section has a separate, but overlapping, revenue limit for property tax. The City did not exceed the property tax limit in 2007. The City will use revenue over the limit for transportation and public safety projects. For projection purposes, the City anticipates that the Consumer Price Index will trend slightly higher and the local growth component will remain unchanged in 2008. In 1993, the City’s voters approved an amendment to the City Charter to classify the utilities as enterprises. Therefore, they are not subject to the provisions of the Section. All other funds of the City are subject to the Section. Certain revenue, for example, proceeds from property sales and federal grants, is exempt from the limit. In 1997, voters approved multi-year retention and use of revenue over the growth limit. The City may use the retained revenue only for spending in four categories: public health and safety (including environmental monitoring and mitigation), growth management, transportation services, and maintaining and repairing public facilities. In accordance with the Section, the City has established an emergency reserve equal to three percent of governmental revenue to use for declared emergencies. In the opinion of the City’s management, the City complies with all provisions of the Section. In the 2007 Report, the required emergency reserve is included in the reserved fund balance of the General Fund on page 36. City of Fort Collins Comprehensive Annual Financial Report 11 12 City of Fort Collins Comprehensive Annual Financial Report Community Services Deputy City Manager Culture, Parks, Recreation, and Environment City Manager Mayor and City Council Citizens of Fort Collins City Attorney Municipal Court Judge Boards & Commissions Traffic Operations Engineering Streets Parking Transfort, Dial-A-Ride Neighborhood and Building City Plannning and Community Development Development Planning and Zoning Planning, Development, and Transportation LightPlanning & Power Transportaion Water Wastewater Strom Drainage Internal Services Assistant City Manager Finance Office of the Chief Investigations Patrol Information Services Budget Economic Development Management Information Services Communication and Public Involvement Human Resources Operations Services (building and equipment) Recreation Park Planning and Development Parks Cultural Services Natural Resources PoliceServices Services FinancialServices Utility City Clerk City of Fort Collins Organization Chart 2007 City of Fort Collins Comprehensive Annual Financial Report 13 City of Fort Collins, Colorado List of Elected and Appointed Officials As of December 31, 2007 Elected Officials: Mayor and City Council Doug Hutchinson..................................................................................................................................Mayor Bob D Brown....................................................................................................... District 3 Council Member Ben Manvel.......................................................................................................... District 1 Council Member Kelly Ohlson.............................................................................Mayor Pro Tem, District 5 Council Member Lisa Poppaw ........................................................................................................ District 2 Council Member David Roy............................................................................................................ District 6 Council Member Wade Troxell ....................................................................................................... District 4 Council Member Council Appointed Officials Darin Atteberry......................................................................................................................... City Manager Wanda Krajicek ............................................................................................................................City Clerk* Stephen J. Roy .......................................................................................................................... City Attorney Kathleen Lane.......................................................................................................................Municipal Judge *City Manager appointed, City Council approved Strategic Issues Team Darin Atteberry......................................................................................................................... City Manager Julie Brewen ..................................................................................................................... Housing Authority Kelly DiMartino..............................................................Communications and Public Involvement Director Mike Freeman............................................................................................................ Chief Financial Officer Dennis Harrison...................................................................................................................... Chief of Police Martin J. Heffernan..............................Director of Cultural, Parks, Recreation and Environmental Services Brian Janonis ........................................................................................................ Utilities General Manager Diane Jones...................................................................................................................Deputy City Manager Kathleen Lane.............................................................................................................Municipal Court Judge Janet Miller ..........................................................................................................Human Resources Director John Mulligan.................................................................................................... Poudre Fire Authority Chief Steve Roy.................................................................................................................................. City Attorney Jeff Scheick.................................................................. Planning, Development and Transportation Director Charles M. Seest, CPA ........................................................................................................ Finance Director Tom Vosburg.............................................................................................................................MIS Director Wendy Williams ............................................................................Assistant City Manager/Internal Services Finance Department Mike Freeman............................................................................................................ Chief Financial Officer Charles M. Seest, CPA ........................................................................................................ Finance Director James B. O’Neill II, CPPO.................................................... Director of Purchasing and Risk Management 14 City of Fort Collins Comprehensive Annual Financial Report THIS PAGE INTENTIONALLY LEFT BLANK. Financial Section FINANCIAL SeCTION City of Fort Collins Comprehensive Annual Financial Report 15 FINANCIAL SECTION 16 City of Fort Collins Comprehensive Annual Financial Report THIS PAGE INTENTIONALLY LEFT BLANK. City of Fort Collins Comprehensive Annual Financial Report 19 MANAGEMENT’S DISCUSSION AND ANALYSIS The City of Fort Collins (the City) offers the readers of the City’s financial statements this narrative overview and analysis of the financial activities for the year ended December 31, 2007. In addition to this overview and analysis based on currently known facts, decisions and conditions, the City would encourage readers to consider the information presented in the City’s letter of transmittal and the City’s financial statements, which begin on pages 3 and 31 of this report, respectively. Financial Highlights The assets of the City exceeded its liabilities at December 31, 2007 by $1,274.5 million (net assets). Of the net asset balance, $311.0 million is unrestricted and is available to meet the government’s ongoing obligations in accordance with the City’s fund designations and fiscal policies. The City’s net assets increased by $69.8 million (5.8%). The governmental net assets increased by $34.3 million (5.2%) and the business-type assets increased by $35.5 million (6.6%). The General Fund, the City’s primary operating fund, reported an increase of $5.3 million (12.2%) on a current financial resource basis. As of December 31, 2007, unreserved fund balance for the General Fund was $33.2 million or 39% of total General Fund expenditures of $85.1 million. The City’s total long-term debt decreased by $14.1 million (7.9%) during the current fiscal year. Within that activity, the City’s governmental debt decreased by $3.4 million and business-type debt decreased by $10.7 million. There were 2 debt issues refinanced in 2007 since long-term interest rates were favorable. The net present value savings was $1.6 million. Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the City’s basic financial statements. The City’s basic financial statements consist of the following three components: 1) Government–Wide Financial Statements, 2) Fund Financial Statements and 3) Notes to the Financial Statements. Other supplementary information is also included at the end of the report. Government-Wide Financial Statements. The government–wide statements are designed to provide readers with a broad overview of the City’s finances using the accrual basis of accounting, the basis of accounting used by most private-sector businesses. The statement of net assets presents information on all of the City’s assets and liabilities. The difference between assets and liabilities is reported as net assets. Over time, increases and decreases in net assets may provide an indication of whether the City’s financial position is improving or deteriorating. The statement of activities presents information reflecting how the City’s net assets have changed during the fiscal year just ended. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of the related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future periods (e.g., uncollected taxes and earned but unused vacation leave). The government-wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental 20 City of Fort Collins Comprehensive Annual Financial Report activities of the City include general government, public safety - police and judicial, public safety - fire service provided under an intergovernmental agreement, library service provided under an intergovernmental agreement, cultural and recreational services, community planning and environmental services, and transportation. The business-type activities of the City include light and power, water, wastewater, storm drainage, and golf. The government-wide financial statements also include the City of Fort Collins’ Downtown Development Authority (DDA) as a discretely presented component unit of the City. See Note 1 in the notes to the City’s financial statements (page 54) for more details regarding the DDA and its relationship to the City. Fund Financial Statements. Traditional users of the City’s financial statements will find the fund financial statement presentation more familiar. The focus is now on major funds rather than fund types. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. A major fund should generally meet both of the following criteria: 1) total assets, liabilities, revenues, or expenditures/expenses are at least 10% of the corresponding total (assets, liabilities, etc.) for that fund type (i.e., governmental or enterprise funds) and 2) total assets, liabilities, revenues, or expenditures/expenses of the individual governmental or enterprise fund are at least 5% of the corresponding total for all governmental and enterprise funds combined. The City, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the City can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. Governmental funds. Governmental funds are used to report those same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide statements, the fund financial statements are prepared on the modified accrual basis of accounting. Under the modified accrual basis of accounting, revenues are recognized when they become measurable and available, and expenditures are recognized when the related fund liability is incurred, with the exception of long-term debt and similar long-term items which are recorded when due. Therefore, the focus of the governmental fund financial statements is on near-term inflows and outflows of spendable resources as well as on the balance of spendable resources available at the end of the fiscal year. Since the focus of the governmental funds is on near-term resources, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government- wide financial statements. To facilitate this comparison, reconciliations are provided for both the governmental fund balance sheet and the governmental statement of revenues, expenditures, and changes in fund balances. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures and changes in fund balances for the General Fund, Sales & Use Tax Special Revenue Fund, the Transportation Special Revenue Fund and the Capital Projects Fund. These four funds are considered to be major funds. Data from the other governmental funds is combined into a single, aggregated presentation. Individual fund data for each of these non-major funds is provided in the form of combining statements located within the supplementary information following the notes to the financial statements. The City adopts an annual appropriated budget for all of its governmental funds. A budgetary comparison statement has been provided to demonstrate compliance with this budget. The basic governmental fund financial statements can be found on pages 36-42 of this report. Proprietary funds. The City maintains two different types of proprietary funds, enterprise and internal service funds. The proprietary fund financial statements are prepared on the accrual basis of accounting. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The City uses enterprise funds to account for its light & power, water, wastewater, storm drainage and golf operations. Internal service funds are accounting devices used to accumulate and allocate costs internally among the City’s various functions. The City uses internal service funds to account for employee benefits provided City of Fort Collins Comprehensive Annual Financial Report 21 by the City, its communications system, its fleet of vehicles and its self-insurance programs. Aside from the fleet of vehicles, these services predominantly benefit the governmental rather than business-type functions. As such, they have been included within the governmental activities in the government-wide financial statements. The activity in the Equipment Fund used for monitoring the fleet of vehicles is allocated between the governmental and business-type activities based upon actual usage. In addition, the utilities use an internal service fund to account for customer and administrative services. Because this fund is used solely by the utilities, it is included within the business-type activities in the government-wide financial statements. Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The Light & Power, Water, Wastewater and Storm Drainage enterprise funds are considered to be major funds and are therefore presented separately within the proprietary fund financial statements. The Golf Fund is presented as a non-major enterprise fund. All internal service funds are considered to be non-major funds and therefore are combined into a single, aggregated presentation in the proprietary fund statements. Individual fund data for each of the non-major proprietary funds is provided in the form of combining statements located within the supplementary information following the notes to the financial statements. The City adopts an annual appropriated budget for all of its proprietary funds. A budgetary comparison statement has been provided to demonstrate compliance with this budget. The basic proprietary fund financial statements can be found on pages 44-49 of this report. Fiduciary funds. The City maintains two different types of fiduciary funds, trust and agency funds. The fiduciary fund financial statements are prepared on the accrual basis of accounting. The fiduciary funds are used to account for resources held by the City in a trustee capacity or as an agent for the benefit of parties outside the government. Fiduciary funds are not reflected in the government-wide financial statements because the resources of those funds are not available to support the City’s own programs. The funds underlying each of the fiduciary fund types are combined into a single, aggregated presentation in the fiduciary fund statements. Individual fund data for each of the fiduciary funds is provided in the form of combining statements located within the supplementary information following the notes to the financial statements. Aside from the General Employees’ Retirement Plan Trust fund, the City does not adopt an annual appropriated budget for its fiduciary funds. A budgetary comparison statement for the General Employees’ Retirement Plan Trust fund has been provided to demonstrate compliance with the budget. The basic fiduciary fund financial statements can be found on pages 50-51 of this report. Notes to the Financial Statements. The notes to the financial statements are considered an integral part of the basic financial statements since they provide additional information needed to gain a full understanding of the data provided in both the government-wide and fund financial statements. The notes to the financial statements can be found on pages 53-87 of this report. Other Information. The City has elected to use the modified approach to account for and report its street infrastructure capital assets. The City has included required supplementary information that explains the modified approach and recent assessments that have been performed using the related asset management system. These schedules can be found on pages 88-89 of this report. Combining Statements. The combining statements referred to earlier in connection with the non-major governmental funds, non-major enterprise fund, internal service funds, fiduciary funds, and the component unit funds are presented following the required supplementary information. In addition, budget statements for the Capital Projects Fund and the major enterprise funds are also presented following the required supplementary information. 22 City of Fort Collins Comprehensive Annual Financial Report Government-wide Financial Analysis Statement of Net Assets The following table reflects the condensed Statement of Net Assets. For more detailed information see the Statement of Net Assets on page 33 of this report. By far the largest portion of the City’s net assets, $925.3 million (72.6%) is invested in capital assets (e.g., land, buildings, machinery and equipment), less any debt used to acquire those assets that is still outstanding. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City’s investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources since the capital assets themselves cannot be used to liquidate these liabilities. An additional portion of the City’s net assets, $38.2 million (3.0%), represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net assets, $311.0 million (24.4%), may be used to meet the City’s ongoing obligations to its citizens and creditors. The City’s total net assets increased by $69.8 million during the current fiscal year. This is due to growth in the governmental and business type activities of $34.3 million and $35.5 million, respectively. This is primarily due to expansion of both the City’s streets’ and utilities’ infrastructure, which are funded by dedicated revenue sources as well as contributed capital. During 2007, street infrastructure capital assets increased by $10.3 million and utilities’ infrastructure increased by $9.3 million. The increases in net assets in the Utilities are being accumulated for significant future capital purchases. Finally, the City’s capital land and water rights that are used in governmental operations increased by $4.3 million due to the ongoing acquisition of open space under the Natural Areas program. 2007 2006 2007 2006 2007 2006 Current and other assets $ 394,009 $ 394,617 $ 187,405 $ 174,813 $ 581,414 $ 569,430 Capital assets 594,361 551,646 497,767 485,246 1,092,128 1,036,892 Total assets 988,370 946,263 685,172 660,059 1,673,542 1,606,322 Other liabilities 223,859 211,999 22,795 22,020 246,654 234,019 Long-term liabilities 65,339 69,387 87,024 98,172 152,363 167,559 Total liabilities 289,198 281,386 109,819 120,192 399,017 401,578 Net assets: Invested in capital assets, net of related debt 526,367 482,512 398,946 376,929 925,314 859,441 Restricted 37,074 58,068 1,130 1,091 38,205 59,159 Unrestricted 135,731 124,297 175,277 161,847 311,006 286,144 Total net assets $ 699,172 $ 664,877 $ 575,353 $ 539,867 $ 1,274,525 $ 1,204,744 (amounts expressed in thousands, totals may not add due to rounding) Governmental Activities Business-type Activities Total Primary Government Statement of Net Assets as of December 31 City of Fort Collins Comprehensive Annual Financial Report 23 Changes in Net Assets. The following table reflects a condensed summary of activities and changes in net assets. For more detailed information see the Statement of Activities on pages 34-35 of this report. The above condensed summary of the City’s governmental and business type activities for the period ended December 31, 2007 reflects net assets increasing by $69.8 million (5.8%). The prior period is also included for comparative purposes. In addition, revenue and expense graphs have been presented on pages 24-25 to enhance the reader’s understanding of the current year activities. Statement of Activities & Changes in Net Assets as of December 31 (amounts expressed in thousands, totals may not add due to rounding) Governmental Business-type Total Activities Activities Primary Government 2007 2006 2007 2006 2007 2006 Revenues: Program revenues: Charges for services $ 32,387 $ 26,523 $ 139,458 $ 137,696 $ 171,845 $ 164,219 Operating grants & contributions 10,988 10,684 20 13 11,008 10,697 Capital grants and contributions 30,932 31,530 16,651 16,151 47,583 47,680 General revenues: Sales & use taxes 78,445 75,631 - - 78,445 75,631 Property taxes 16,298 15,898 - - 16,298 15,898 Occupational priviledge taxes 2,359 2,424 - - 2,359 2,424 Lodging taxes 838 842 - - 838 842 Intergovernmental not restricted to programs 541 486 10 - 551 486 Investment earnings 14,546 17,231 15,279 7,072 29,826 24,304 Other 3,261 3,540 787 2,130 4,048 5,670 Total Revenues 190,594 184,788 172,206 163,062 362,800 347,850 Expenses: General government 27,867 26,470 - - 27,867 26,470 Public safety- police & judicial 29,575 27,352 - - 29,575 27,352 Public safety- fire service under IGA 15,505 16,561 - - 15,505 16,561 Cultural, parks, recreation and environment 33,150 32,004 - - 33,150 32,004 Planning and development 7,593 5,525 - - 7,593 5,525 Transportation 42,495 44,644 - - 42,495 44,644 Library 3,900 3,729 - - 3,900 3,729 Interest on long-term debt 3,113 3,100 - - 3,113 3,100 Light & power - - 80,479 73,793 80,479 73,793 Water - - 23,272 19,790 23,272 19,790 Wastewater - - 14,240 13,187 14,240 13,187 Storm drainage - - 9,132 7,493 9,132 7,493 Golf - - 2,697 2,469 2,697 2,469 Total expenses 163,199 159,386 129,820 116,732 293,019 276,118 Increase in net assets before transfers 27,395 25,402 42,386 46,330 69,781 71,732 Transfers 6,900 6,670 ( 6,900 ) ( 6,670 ) - - Increase in net assets 34,295 32,072 35,486 39,660 69,781 71,732 Net assets - beginning 664,877 632,805 539,867 500,207 1,204,744 1,133,012 Net assets - ending $ 699,172 $ 664,877 $ 575,353 $ 539,867 $ 1,274,525 $ 1,204,744 24 City of Fort Collins Comprehensive Annual Financial Report Governmental Activities: 2007 Revenues by Source - Governmental Activities $ 190.6 million Other 1.7% Investment earnings 7.6% Sales & use taxes 41.2% Capital grants and contributions 16.2% Operating grants & contributions 5.8% Charges for services 17.0% Property taxes 8.6% Lodging taxes 0.4% Occupational priviledge taxes 1.2% Intergovernmental not restricted to programs 0.3% $- $5 $10 $15 $20 $25 $30 $35 $40 $45 General government Public safety- police & judicial Public safety- fire service under IGA Cultural, parks, recreational & environment Planning and Development Transportation Library Interest on long-term debt Millions Program Expenses Program Revenue 2007 Expenses Compared to Program Revenues - Governmental Activites City of Fort Collins Comprehensive Annual Financial Report 25 Business-type Activities: $- $10 $20 $30 $40 $50 $60 $70 $80 $90 $100 Light & power Water Wastewater Storm drainage Golf Millions Program Expenses Program Revenue 2007 Expenses Compared to Program Revenues - Business Activities 2007 Revenues by Source - Business-type Activities $ 172.2 million Other 0.4% Charges for services 81.0% Capital grants & contributions 9.7% Investment earnings 8.9% 26 City of Fort Collins Comprehensive Annual Financial Report Governmental activities. Governmental activities increased the City’s net assets by $34.3 million, accounting for 49.1% of the City’s overall increase in net assets. Major variations are due to the following: Charges for services increased $5.9 million. This was due to $4.2 million of Library reimbursement fees and $1.4 million of expanded camera radar/red light program charges. Combined sales and use tax collections were $2.8 million (3.7%) higher than 2006 collections. The overall increase in 2007 was influenced by several categories with positive growth. The Food Stores category increased 9.1%, Miscellaneous Retail increased 8.2%, Eating and Drinking Places increased 6.6%, and Home Furnishings and Consumer Electronics increased 13.8%. Business-type activities. Business-type activities increased the City’s net assets by $35.5 million, accounting for 50.9% of the City’s overall increase in net assets. Major variations are due to the following: Charges for services in business activities increased $1.8 million (1.3%) during the year. Light and Power fund charges for services increased $1.7 million. This 2.1% increase is attributed to a small increase in the number of electric customers and increased energy use by existing customers. Wastewater fund rates were increased 5% for all customers. The net impact of the rate increase to total revenues is $.6 million, less than 3.1% overall. Water fund operating revenues declined 1.2% due to a normal year of precipitation. Storm water fund revenues remained stable experiencing a .77% increase to total revenues. This year, the Business Activities participated in the Security Lending investment program. As a result, Investment Earnings increased $8.2 million of which $5.6 million is from security lending income before security lending expenses. The remaining increase is due to higher average yields and a 9% increase is average amount invested. Water Fund expenses increased by $3.3 million which is primarily due to participating in the Security Lending Program. Financial Analysis of the City’s Funds As noted previously, the City uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental funds. The focus of the City’s governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City’s financing requirements. In particular, unreserved fund balance may serve as a useful measure of a government’s net resources available for spending at the end of the fiscal year. At 12/31/07, the City’s total governmental fund balances were $158.5 million, a decrease of $15.4 million compared to the prior year. $120.2 million (75.8%) constitutes unreserved fund balance, which is available for spending at the government’s discretion. The $38.3 million (24.2%) remainder of fund balance is reserved to indicate that it is not available for new spending because it has already been committed to liquidate contracts and purchase orders of the prior period - $15.1 million, to pay debt service - $1 million, to fund a state constitution mandated emergency reserve - $3.9 million and for a variety of other restricted purposes - $18.3 million. The Capital Projects Fund is used to account for financial resources to be used for the acquisition or construction of major capital facilities. There were 4 major capital assets completed (New Police Facility, Spring Canyon Park, Northside Aztlan Center Replacement, and CSU Transit Center) that had total accumulated costs to date of $58.1 million. The Capital Projects fund experienced a net decrease of $19.5 million which resulted in a 12/31/07 fund balance of $29.6 million. The General Fund is the chief operating fund of the City. At 12/31/07, the unreserved fund balance of the General Fund was $33.2 million. The total fund balance was $48.3 million. The General Fund experienced an increase of $5.3 million in 2007 primarily due to the Library reimbursement fees. City of Fort Collins Comprehensive Annual Financial Report 27 The Transportation Services Special Revenue Fund is another major governmental fund of the City. At 12/31/07, the unreserved fund balance of the Transportation Services Special Revenue Fund was $2.2 million while the total fund balance equaled $15.8 million. The fund balance experienced a decrease of $2.5 million due to continued expenditures to the Harmony Road Improvement project. In 2005, the City received State money for the long term improvements of Harmony Road. There will be expenditures over several years to pay for the required improvements before the project is completed. Finally, there were additional costs for snow removal in the beginning of 2007. Proprietary funds. The City’s proprietary funds provide the same type of information found in the government- wide financial statements, but in more detail. The unrestricted net asset balances and the growth in net assets of the City’s proprietary funds (including the major enterprise funds) are reflected in the following table. Component Unit. The DDA uses governmental fund accounting. The DDA receives a tax increment to service bonds issued for improvements within the downtown area. A majority of these improvements relate to building facades in the downtown area; however, no assets are recorded on behalf of the DDA. As a result, the DDA has a $6 million deficit in unrestricted net assets. The total change in net assets for the DDA was an increase of $2 million. See the component unit columns on the government-wide financial statements on pages 33-35, or for more detail see pages 145-151. General Fund Budgetary Highlights The increase from the original budget to the final budget amounted to $11.2 million and can be summarized as follows: Cultural, Parks, Recreation and Environment had increased appropriations by $4.16 million which was primarily due to the Library ($3.8 million). Prior Year Reserves were transferred to the Internal Service-Equipment Fund ($2.35 million) and to Internal Service-Communications and Data Fund ($1.5 million). Police Protection had additional appropriations of $1.37 million. This included the Larimer County Drug Task Force ($.1 million), Lease Purchase vehicles ($.6 million) and grants ($.4 million). The variance between actual expenditures and the final budget amounted to $9.64 million and can be summarized as follows: (amounts expressed in thousands, totals may not add due to rounding) Unrestricted Change in Net Net Assets Assets for Yr Proprietary Funds at 12/31/07 Ended 12/31/07 Light & Power $ 59,971 $ 6,274 Water 68,264 14,666 Wastewater 23,143 7,136 Storm Drainage 21,658 7,495 Total of Major Enterprise Funds 173,036 35,571 Other Enterprise Fund 656 ( 46 ) Total Enterprise Funds 173,692 35,525 Internal Service Funds 18,885 4,435 Total Proprietary Funds $ 192,577 $ 39,960 Change in Net Assets - Proprietary Funds 28 City of Fort Collins Comprehensive Annual Financial Report ation, wellness and in- house classes which were partnered with Larimer County reduced some class costs, 28% fewer ordinances ng the spring and fall award cycles. The Human Services Program provides necessary assistance to various community propriations for the new southeast library should be expended in 2008 or 2009 (new library opens March 2009). various equipment replacements at City Hall, Mulberry Pool, and EPIC. There were several maintenance and repairs projects that were completed around the city in early 2008. In Other Non-Departmental Activity had unspent appropriations of $1.65 million. This was primarily due to and frozen appropriations ($.8 million). mmodities, labor savings due to vacant positions during the year in Patrol Services and Traffic Unit Services, contract renegotiations allowed the city the addition of another red light camera radar at Executive, Legislative, and Judicial Services had unspent appropriations of $1.5 million. These savings were partially due to salary savings in the Human Resources department reorganiz which resulted in lower codification costs and legal advertising costs, and reduced April election expenses and no November election. Communication and Technology Services had unspent appropriations of $.9 million. These savings were primarily due to two significant MIS “E-Government” projects, two Enterprise Resource Planning projects (including development of the Budget Analysis and Reporting Tool), and the Development Tracking System that were not completed in 2007. Planning and Development Services had unspent appropriations of $2.1 million. The affordable housing trust had unspent funds since awards are made via the “competitive process” duri organizations that help citizens in need. Due to their fiscal year ending 9/30/08, there was unspent money at 12/31/07. Some City Planning & Community Development multi-year planning projects were not completed. There was labor savings due to three vacant positions (including the director) during 2007. Cultural, Parks, Recreation, and Environment Services had unspent appropriations of $2.0 million. This was primarily due to lower expenditures in the library district. These postponed library ap Administrative Services had unspent appropriations of $1.6 million. This was primarily due to 2007 operations services projects that were postponed in 2007 due to weather, scheduling and staff workload. These projects included the addition, there was savings realized in utility costs. contingency funds ($.6 million) Police Department had unspent appropriations of $1.6 million. This was due to lower expenditures in tools and other co Harmony and Timberline at no extra monthly charge that was budgeted, and some capital outlay money was not spent. Capital Asset and Debt Administration Capital Assets. The City’s investment in capital assets for its governmental and business-type activities as of December 31, 2007 amounted to $1,092.1 million (net of accumulated depreciation). This was an increase of $55.2 million (5.3%). This investment in capital assets includes land, water rights, buildings and improvements, machinery, equipment, and light & power, water, wastewater and storm drainage infrastructure as well as street system infrastructure. The City has elected to use the modified approach for infrastructure reporting of its street system infrastructure. tary Information on pages 88-89 of this report. The City completes assessments of its entire street system on a 3 year cycle. The most recent 3 year assessment was completed as of December 31, 2006. It resulted in a rating of 77 and also met the City’s policy of achieving an average rating of 75, which is a fair rating. For 2007, the City spent $8.4 million on its street maintenance program as compared to $8.8 million, the estimate provided by the asset management system. For more detailed information see the Required Supplemen City of Fort Collins Comprehensive Annual Financial Report 29 Major capital improvements during this fiscal year included the following: Governmental Activities Completed in 2007: New Police Facility – accumulated costs to date - $28.6 million Spring Canyon Park – accumulated costs to date - $12.3 million Northside Aztlan Center Replacement – accumulated costs to date - $9.7 million CSU Transit Center – accumulated costs to date - $8.2 million Other new capital assets in 2007: Additions to Street Infrastructure - $10.3 million Reservoir Ridge Land – purchased 2.7 acres - $4.0 million New Sand and Salt Building - $3.0 million Bobcat Ridge-Pulliam Land – 385.5 acres added $1.1 million Coyote Ridge Land – purchased 75 acres - $1.1 million Proprietary Activities Completed in 2007: Various basin improvement projects in the Storm Drainage fund - $5.2 million Various underground conduits & conductors - $4.1 million Drake Water Reclamation Facility Improvements - $2.7 million Acquired additional dedicated Water Rights - $2.2 million Mulberry Water Reclamation Facility Improvements - $1.5 million Additional information on the City’s capital assets can be found in Note III.C. on pages 66-67 of this report. Long-term debt. At the end of the current fiscal year, the City had total debt outstanding of $165.0 million (bonds, certificates of participation, capital leases, etc.). Of this amount, $93.9 million represents bonds secured by specified revenue sources (i.e., revenue bonds). In addition, there is $5.0 million of general obligation water bonds, which historically have been supported by water revenue and not property taxes. The remaining $66.1 million represents debt primarily secured by the new facilities or equipment being financed by certificates of participation, assignment of lease payments or capital leases. 2007 2006 2007 2006 2007 2006 Land, water rights, intangibles $ 106,629 $ 102,354 $ 58,224 $ 55,374 $ 164,853 $ 157,728 Street system infrastructure 304,894 294,552 - - 304,894 294,552 Construction in progress 5,268 36,195 25,131 22,143 30,399 58,338 Buildings and improvements 116,766 60,942 155,251 164,471 272,017 225,413 Improvements other than buildings 37,049 36,522 248,202 233,137 285,251 269,659 Machinery and equipment 23,755 21,083 10,959 10,120 34,714 31,203 Total capital assets $ 594,361 $ 551,648 $ 497,767 $ 485,245 $ 1,092,128 $ 1,036,893 as of December 31 (amounts expressed in thousands, totals may not add due to rounding) Activities Governmental Business-type Activities Total Primary Government Capital Assets Net of Depreciation 30 City of Fort Collins Comprehensive Annual Financial Report While the City currently has no outstanding general obligation (G.O.) debt that isn’t being serviced by enterprise revenue, the City has obtained a comparable rating for the City’s G.O. pledge in the Aa1/AA category, the second highest rating available. For a complete discussion of the City’s most recent bond ratings, please see the Schedule on page 8 of the transmittal letter. Additional information on the City’s long-term obligations can be found in Note III.E on pages 68-75 of this report. Economic Factors and Next Year’s Budgets and Rates In 2007, the average unemployment rate for the Fort Collins/Loveland regional area was 3.4% of the labor force. (In 2006, this average rate was 3.9%). The Larimer County average unemployment rate was 3.9% and the State of Colorado average unemployment rate was 3.8%. The national average unemployment rate was 4.6%. Combined sales and use tax collections were 3.7% higher than 2006 collections. 2008 sales taxes are projected to increase by 1.4% over 2007 actual collections. The increase is primarily due to vendor fee adjustment, building and construction retail sales, and restaurant sales. Compared to the previous five year average, 2007 building activity was below average in both number of building permits (down 19.3%), and the value of the building permits (down 17.7%). In 2007, a total of 5,425 building permits were issued (a decrease of 4.3%) with a construction value of $271,994,794 (a decrease of 17.3%) from 2006 amounts. See also the schedule of key economic indicators on page 5 of the transmittal letter. Requests for Information The City’s financial statements are designed to provide users (citizens, taxpayers, customers, investors, and creditors) with a general overview of the City’s finances and to demonstrate the City’s accountability. Questions concerning any of the information presented in this report or requesting additional information should be sent to the Finance Director’s attention at the following address: Director of Finance 215 North Mason Street 2nd Floor PO Box 580 Fort Collins, CO 80522-0580. Outstanding Debt as of December 31 (amounts expressed in thousands) Governmental Business-type Total Activities Activities Primary Government 2007 2006 2007 2006 2007 2006 Revenue bonds $ 3,342 $579 4,$ 90,603 $ 99,031 $ 93,945 $ 103,610 General obligation bonds (water) - - 5,000 7,395 5,000 7,395 Certificates of participation 58,345 60,190 1,715 1,715 60,060 61,905 Assignment of lease payments 702 737 2,234 2,345 2,936 3,082 Capital leases 2,602 2,815 489 300 3,091 3,115 Total outstanding debt $ 64,991 $ 68,321 $ 100,041 $ 110,786 $ 165,032 $ 179,107 BASIC FINANCIAL STATeMeNTS City of Fort Collins Comprehensive Annual Financial Report 31 BASIC FINANCIAL STATEMENTS 32 City of Fort Collins Comprehensive Annual Financial Report THIS PAGE INTENTIONALLY LEFT BLANK. City of Fort Collins Comprehensive Annual Financial Report 33 STATEMENT OF NET ASSETS DECEMBER 31, 2007 Primary Government -- City of Fort Collins Governmental Business-type Component Activities Activities Total Unit ASSETS Cash and cash equivalents $ 45,366,112 $ 47,418,983 $ 92,785,095 $ 2,989,635 Investments 115,212,685 112,969,964 228,182,649 6,488,789 Cash held by fiscal agent 14,242,367 419,846 14,662,213 - Securities lending collateral 181,610,916 - 181,610,916 - Receivables: Property taxes 16,763,173 - 16,763,173 5,349,573 Sales and use taxes 7,763,356 - 7,763,356 - Accounts 5,855,128 16,973,828 22,828,956 112,468 Interest 1,206,473 1,321,468 2,527,941 72,166 Due from other governments 134,600 1,235,602 1,370,202 2,561 Inventories of materials and supplies 654,063 4,232,797 4,886,860 - Inventory of real property held for resale 2,896,665 - 2,896,665 135,464 Restricted cash and cash equivalents 112,669 1,160,327 1,272,996 - Notes 1,384,500 715,586 2,100,086 - Capital assets (non-depreciable): 416,791,450 83,355,049 500,146,499 1,001,197 Capital assets (net of accumulated depreciation): 177,569,027 414,412,276 591,981,303 1,858,417 Unamortized bond issuance costs 806,681 955,911 1,762,592 18,231 Total Assets 988,369,865 685,171,637 1,673,541,502 18,028,501 LIABILITIES Accounts payable 8,995,471 7,984,255 16,979,726 131,608 Interest payable 307,012 415,805 722,817 37,780 Wages payable 2,305,312 927,819 3,233,131 24,413 Due to other governments 1,184 - 1,184 - Unearned revenue 17,468,729 - 17,468,729 5,426,173 Obligations under securities lending 181,610,916 - 181,610,916 - Compensated absences 3,916,638 1,670,029 5,586,667 29,355 Deposits held in escrow 142,622 - 142,622 - Non-Current liabilities Due within one year 9,110,206 11,796,606 20,906,812 2,270,000 Due in more than one year 65,339,285 87,024,388 152,363,673 7,420,000 Total Liabilities 289,197,375 109,818,902 399,016,277 15,339,329 NET ASSETS Invested in capital assets, net of related debt 526,367,326 398,946,331 925,313,657 624,900 Restricted for: Debt service 1,004,929 1,130,328 2,135,257 2,522,493 Capital projects 29,584,786 - 29,584,786 5,585,193 Gifts and grants 1,879,932 - 1,879,932 - Agreements 700,016 - 700,016 - Emergencies 3,904,687 - 3,904,687 - Unrestricted (deficit) 135,730,814 175,276,076 311,006,890 (6,043,414) Total Net Assets $ 699,172,490 $ 575,352,735 $ 1,274,525,225 $ 2,689,172 The notes to the financial statements are an integral part of this statement. 34 City of Fort Collins Comprehensive Annual Financial Report STATEMENT OF ACTIVITIES FOR THE YEAR ENDED DECEMBER 31, 2007 Program Revenues Operating Capital Charges for Grants and Grants and Expenses Services Contributions Contributions FUNCTIONS/ PROGRAM ACTIVITIES: Primary Government: Governmental Activities: General government $850 27,866,$ 4,889,707 $382 82,$536 411, Public safety - police & judicial 29,575,118 3,719,375 906,904 242,766 Public safety - fire service under IGA 15,505,340 - - 351,371 Culture, parks, recreation and environment 37,050,226 11,867,562 601,112 8,310,968 Planning and development 7,592,991 2,617,068 1,906,974 - Transportation 42,495,285 9,293,000 7,490,702 21,614,984 Interest on long-term debt 3,112,906 - - - Total Governmental Activities 163,198,716 32,386,712 10,988,074 30,931,625 Business-type Activities: Light & Power 80,479,078 83,325,503 19,411 2,677,647 Water 23,272,388 25,243,152 - 7,720,138 Wastewater 14,239,803 15,114,423 - 4,319,720 Storm Drainage 9,132,090 13,196,697 - 1,933,511 Golf 2,696,698 2,578,555 350 - Total Business-type Activities 129,820,057 139,458,330 19,761 16,651,016 Total Primary Government 293,018,773 171,845,042 11,007,835 47,582,641 Component Unit: Downtown Development Authority $061 4,099,$ 143,437 $ - $ - The notes to the financial statements are an integral part of this statement. City of Fort Collins Comprehensive Annual Financial Report 35 Net (Expense) Revenue and Changes in Net Assets Primary Government - City of Fort Collins Governmental Business-type Component Activities Activities Total Unit $ (22,483,225) $ $ (22,483,225) $ (24,706,073) (24,706,073) (15,153,969) (15,153,969) (16,270,584) (16,270,584) (3,068,949) (3,068,949) (4,096,599) (4,096,599) (3,112,906) (3,112,906) (88,892,305) (88,892,305) - 5,543,483 5,543,483 - 9,690,902 9,690,902 - 5,194,340 5,194,340 - 5,998,118 5,998,118 - (117,793) (117,793) - 26,309,050 26,309,050 (88,892,305) 26,309,050 (62,583,255) (3,955,624) General Revenues Sales & use taxes 78,444,572 - 78,444,572 - Property taxes 16,297,997 - 16,297,997 4,144,752 Occupational privilege taxes 2,358,803 - 2,358,803 - Lodging taxes 837,773 - 837,773 - Intergovernmental not restricted to programs 540,947 10,010 550,957 - Investment earnings 14,546,406 15,279,459 29,825,865 649,858 Miscellaneous 3,261,060 787,184 4,048,244 1,166,885 Transfers 6,900,111 (6,900,111) - - Total general revenues and transfers 123,187,669 9,176,542 132,364,211 5,961,495 Changes in Net Assets 34,295,364 35,485,592 69,780,956 2,005,871 Net Assets--January 1 664,877,126 539,867,143 1,204,744,269 683,301 Net Assets--December 31 $ 699,172,490 $ 575,352,735 $ 1,274,525,225 $ 2,689,172 36 City of Fort Collins Comprehensive Annual Financial Report GOVERNMENTAL FUNDS BALANCE SHEET DECEMBER 31, 2007 Primary Government Trans- Total Sales and portation Capital Other Total General Use Tax Services Projects Governmental Governmental ASSETS Cash and cash equivalents $ 13,834,364 $ 1,133,597 $ 4,979,938 $ 3,781,711 $ 15,036,027 $ 38,765,637 Investments 33,580,020 2,299,165 9,712,666 15,612,704 37,177,482 98,382,037 Cash held by fiscal agent 5,091 - 145,909 13,823,910 267,457 14,242,367 Securities lending collateral 181,610,916 - - - - 181,610,916 Receivables Property taxes 16,224,120 - - - 539,053 16,763,173 Sales and use taxes - 7,763,356 - - - 7,763,356 Accounts 996,745 - 1,731,451 374,893 2,364,269 5,467,358 Notes and loans 125,000 - - - 1,259,500 1,384,500 Accrued interest 322,278 24,761 111,092 145,469 411,839 1,015,439 Due from other governments - - 132,723 - 1,877 134,600 Inventory of materials and supplies 4,328 - - - - 4,328 Inventory of real property held for resale 2,896,665 - - - - 2,896,665 Restricted assets - cash and cash equivalents - 82,868 29,801 - - 112,669 Total Assets 249,599,527 11,303,747 16,843,580 33,738,687 57,057,504 368,543,045 LIABILITIES AND FUND BALANCES Liabilities Accounts payable, accruals, and other 2,029,622 2,585 783,982 4,133,186 1,665,332 8,614,707 Accrued wages payable 1,464,442 - 255,779 20,715 452,112 2,193,048 Due to other governments - - 1,184 - - 1,184 Deferred revenue 16,236,430 3,767 - - 1,199,601 17,439,798 Obligations under securities lending 181,610,916 - - - - 181,610,916 Deposits held in escrow - 142,622 - - - 142,622 Total Liabilities 201,341,410 148,974 1,040,945 4,153,901 3,317,045 210,002,275 Fund Balances Reserved Encumbrances 4,624,992 - 3,815,805 3,775,851 2,891,469 15,108,117 Long-term notes receivable 125,000 - - - 1,259,479 1,384,479 Inventory of real property held for resale 2,901,474 - - - - 2,901,474 Debt service - 82,868 29,802 - 892,253 1,004,923 Emergency reserve 3,904,687 - - - - 3,904,687 Contractual and other 3,515,799 - 9,749,477 - 730,973 13,996,249 Unreserved Designated General Fund 10,701,242 - - - - 10,701,242 Special revenue funds - 8,333,694 1,085,219 - 28,198,914 37,617,827 Capital projects funds - - - 25,808,935 - 25,808,935 Undesignated General fund 22,484,923 - - - - 22,484,923 Special revenue funds - 2,738,211 1,122,332 - 19,767,371 23,627,914 Total Fund Balances 48,258,117 11,154,773 15,802,635 29,584,786 53,740,459 158,540,770 Total Liabilities and Fund Balances $ 249,599,527 $ 11,303,747 $ 16,843,580 $ 33,738,687 $ 57,057,504 $ 368,543,045 The notes to the financial statements are an integral part of this statement. City of Fort Collins Comprehensive Annual Financial Report 37 RECONCILIATION OF THE BALANCE SHEET OF GOVERNMENTAL FUNDS TO THE STATEMENT OF NET ASSETS FOR THE YEAR ENDED DECEMBER 31, 2007 Amounts reported for governmental activities in the statement of net assets (page 33) are different because: Total fund balances - governmental funds (page 36) $ 158,540,770 Capital assets net of accumulated depreciation used in governmental activities are not current financial resources. Therefore they are not reported in the funds. Primary governmental capital assets $ 666,777,173 Less accumulated depreciation (81,574,901) City joint venture equity interest in capital assets of Fort Collins/Loveland Airport (net of depreciation) 6,697,020 591,899,292 City's joint venture equity interest in non-capital assets of Fort Collins/Loveland Airport 192,316 Other long-term obligations resulting from actuarial calculations and related to the payment of benefits outside of the current period are not included in the funds. (1,443,775) Bonds issuance costs, net of accumulated amortization. 806,681 Long-term liabilities, including bonds payable, the related unamortized issuance costs and accrued interest payable, are not due and payable in the current period and therefore are not reported in the funds. Bonds payable $ (3,341,863) Certificates of participation (58,345,000) Assignment of lease payments (702,430) Advance between Urban Renewal Authority and Storm Drainage (120,000) Premium & deferral amount, net of accumulated amortization (1,437,913) Compensated absences (3,727,932) Capital leases payable (2,592,180) Interest payable (306,895) (70,574,213) Internal service funds are used by management to charge the costs of certain activities to individual funds. Except for the utility customer service and administrative fund, the assets and liabilities of the internal service funds are included in the governmental activities in the statement of net assets. 19,751,419 Net assets of governmental activities (page 33) $ 699,172,490 The notes to the financial statements are an integral part of this statement. 38 City of Fort Collins Comprehensive Annual Financial Report GOVERNMENTAL FUNDS STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES FOR THE YEAR ENDED DECEMBER 31, 2007 Primary Government Trans- Total Sales and portation Capital Other Total General Use Tax Services Projects Governmental Governmental REVENUES Taxes $ 17,086,608 $ 78,444,572 $ 1,408,213 $ - $ 338,710 $ 97,278,103 Licenses and permits 1,536,626 - 119,879 - - 1,656,505 Intergovernmental 1,422,259 - 5,835,265 562,065 10,236,937 18,056,526 Fees and charges for services 19,733,858 - 3,050,262 - 17,162,588 39,946,708 Fines and forfeitures 2,824,814 - - - - 2,824,814 Earnings on investments 2,657,470 286,640 821,448 1,784,339 3,248,222 8,798,119 Interest on security lending income 1,715,711 208,413 182,245 - 1,808,321 3,914,690 Miscellaneous revenue 3,375,393 995,647 4,848,509 1,405,894 2,020,065 12,645,508 Total Revenues 50,352,739 79,935,272 16,265,821 3,752,298 34,814,843 185,120,973 EXPENDITURES Current operating Executive, legislative, and judicial 9,609,283 - - - - 9,609,283 Facility Operations 5,738,299 - - - - 5,738,299 Cultural, parks, recreation and environment 10,795,007 - - - 17,280,055 28,075,062 Communication & technology 3,765,399 - - - - 3,765,399 Planning and Development 6,024,543 - - - 2,168,061 8,192,604 Police protection 28,463,454 - - - - 28,463,454 Transportation - - 22,817,650 - 8,877,630 31,695,280 Other 1,131,000 926,307 - - 360,185 2,417,492 Security lending interest expense 1,661,051 202,237 176,673 - 1,814,092 3,854,053 Security lending agent fees 16,397 1,852 1,672 - 17,347 37,268 Intergovernmental Fire protection 15,505,340 - - - - 15,505,340 Capital outlay 2,431,932 - 1,427,198 40,604,828 9,600,934 54,064,892 Debt service Principal - - - - 2,987,796 2,987,796 Interest - - - - 3,128,024 3,128,024 Total Expenditures 85,141,705 1,130,396 24,423,193 40,604,828 46,234,124 197,534,246 Excess (Deficiency) of Revenues Over (Under) Expenditures (34,788,966) 78,804,876 (8,157,372) (36,852,530) (11,419,281) (12,413,273) OTHER FINANCING SOURCES (USES) Transfers in 59,777,500 - 10,281,490 18,917,570 23,869,015 112,845,575 Transfers out (20,332,874) (77,729,091) (4,811,002) (1,591,842) (12,118,355) (116,583,164) Certificates of Participation COPS issued - - - - 12,880,000 12,880,000 Capital leases 597,873 - 144,972 - - 742,845 Payments to refunded bond escrow agent - - - - (12,860,000) (12,860,000) Total Other Financing Sources (Uses) 40,042,499 (77,729,091) 5,615,460 17,325,728 11,770,660 (2,974,744) Net Changes in Fund Balances 5,253,533 1,075,785 (2,541,912) (19,526,802) 351,379 (15,388,017) Fund Balances-January 1 43,004,584 10,078,988 18,344,547 49,111,588 53,389,080 173,928,787 Fund Balances-December 31 $ 48,258,117 $ 11,154,773 $ 15,802,635 $ 29,584,786 $ 53,740,459 $ 158,540,770 The notes to the financial statements are an integral part of this statement. City of Fort Collins Comprehensive Annual Financial Report 39 RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES FOR THE YEAR ENDED DECEMBER 31, 2007 Amounts reported for governmental activities in the statement of activities (pages 34-35) are different because: Net change in fund balances - total governmental funds (page 38) $ (15,388,017) 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 capital outlays exceeded depreciation in the current period. Expenditures for capital assets $ 56,949,585 Less current year depreciation (9,318,165) Less current year dispositions, net accumulated depreciation (4,842,432) 42,788,988 Repayment of bond and lease principal is reported as an expenditure in the governmental funds. However, the repayment reduces long-term liabilities on the statement of net assets, so this transaction has no effect on net assets. Repayment of bond and lease principal $ 3,167,531 Repayment of capital lease principal 923,973 Payment to escrow agent on bond refunding 12,860,000 16,951,504 Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the governmental funds. The issuance of long-term debt (e.g., bonds, leases) provides current financial resources to the governmental funds. However, issuing debt increases long-term liabilities on the statement of net assets, so this transaction has no effect on net assets. Also, governmental funds report the effect of issuance costs, premiums, discounts, and similar items as expenditures in the period when the debt is created. However, these amounts are deferred and amortized in the statement of activities. Issuance of refunding debt $ (12,880,000) Issuance of capital leases (742,845) (13,622,845) 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. Change in net pension obligation $ (800,239) Current year amortization of bond cost 7,140 Current year amortization of premium/(discount) & deferred amount 23,186 Change in accrued interest payable 31,759 Change in compensated absences (194,520) (932,674) Expenses in Statement of Activities related to City's Equity in Joint Venture Change in Non-Capital Equity position in Fort Collins/Loveland Airport 23,704 Internal service funds are used by management to charge the costs of certain activities to individual funds. Except for the utility customer service and administrative fund, the net revenue of the internal service funds is reported with the governmental activities. 4,474,704 Change in net assets of governmental activities (pages 34-35) $ 34,295,364 The notes to the financial statements are an integral part of this statement. 40 City of Fort Collins Comprehensive Annual Financial Report GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Original Final Positive Actual Budget Budget (Negative) REVENUES Taxes $ 17,086,608 $ 16,563,358 $ 16,788,358 $ 298,250 Licenses and permits 1,536,626 1,317,321 1,417,321 119,305 Intergovernmental 1,422,259 1,387,556 1,863,881 (441,622) Fees and charges for services 19,733,858 14,607,030 18,787,471 946,387 Fines and forfeitures 2,824,814 2,359,926 2,274,926 549,888 Earnings on investments 2,657,470 1,200,000 2,144,491 512,979 Interest on security lending income 1,715,711 - - 1,715,711 Miscellaneous revenue 3,375,393 659,891 3,325,917 49,476 Total Revenues 50,352,739 38,095,082 46,602,365 3,750,374 EXPENDITURES Current operating Executive, legislative, and judicial 9,609,283 10,691,381 11,148,119 1,538,836 Administrative 5,738,299 7,432,111 7,338,570 1,600,271 Cultural, parks, recreation and environment 10,795,007 8,590,732 12,751,092 1,956,085 Communication & technology 3,765,399 4,544,106 4,623,356 857,957 Planning and Development 6,024,543 8,036,432 8,154,047 2,129,504 Police protection 28,463,454 28,674,960 30,044,673 1,581,219 Other 1,131,000 2,457,177 2,785,250 1,654,250 Security lending interest expense 1,661,051 - - (1,661,051) Security lending agent fees 16,397 - - (16,397) Total Expenditures 85,141,705 88,364,175 94,782,383 9,640,678 Excess (Deficiency) of Revenues Over (Under) Expenditures (34,788,966) (50,269,093) (48,180,018) 13,391,052 OTHER FINANCING SOURCES (USES) Proceeds from issuance of general long-term debt 597,873 - 597,873 - Transfers in 59,777,500 56,885,910 60,834,871 (1,057,371) Transfers out (20,332,874) (20,370,151) (25,144,234) 4,811,360 Total Other Financing Sources and Uses 40,042,499 36,515,759 36,288,510 3,753,989 Net Changes in Fund Balances 5,253,533 $ (13,753,334) $ (11,891,508) $ 17,145,041 Fund Balances-January 1 43,004,584 Fund Balances-December 31 $ 48,258,117 The notes to the financial statements are an integral part of this statement. City of Fort Collins Comprehensive Annual Financial Report 41 SALES AND USE TAX FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Original Final Positive Actual Budget Budget (Negative) REVENUES Taxes $ 78,444,572 $ 74,854,976 $ 77,521,976 $ 922,596 Earnings on investments 286,640 45,946 245,946 40,694 Interest on security lending income 208,413 - - 208,413 Miscellaneous revenue 995,647 994,438 994,438 1,209 Total Revenues 79,935,272 75,895,360 78,762,360 1,172,912 EXPENDITURES Current operating Other 926,307 1,280,118 1,176,931 250,624 Security lending interest expense 202,237 - - (202,237) Security lending agent fees 1,852 - - (1,852) Total Expenditures 1,130,396 1,280,118 1,176,931 46,535 Excess of Revenues Over Expenditures 78,804,876 74,615,242 77,585,429 1,219,447 OTHER FINANCING USES Transfers out Transportation Services Fund (5,798,943) (5,877,189) (5,814,265) 15,322 Debt Service Fund (994,438) (994,438) (994,438) - Capital Projects Fund (5,969,830) (5,658,451) (6,259,258) 289,428 Natural Areas Fund (5,767,199) (5,845,445) (5,782,520) 15,321 Transit Services Fund (155,250) (155,250) (155,250) - General -Economic Vitality Fee (388,444) - (388,444) - General Fund (58,654,987) (56,084,471) (58,654,987) - Total Other Financing Uses (77,729,091) (74,615,244) (78,049,162) 320,071 Net Changes in Fund Balances 1,075,785 $ (2) $ (463,733) $ 1,539,518 Fund Balances--January 1 10,078,988 Fund Balances--December 31 $ 11,154,773 The notes to the financial statements are an integral part of this statement. 42 City of Fort Collins Comprehensive Annual Financial Report TRANSPORTATION SERVICES FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Prior Variance- Year Cummulative Original Final Positive Actual Actual Actual Budget Budget (Negative) REVENUES Taxes $ 1,408,213 $ - $ 1,408,213 $ 1,511,302 $ 1,511,302 $ (103,089) Licenses and permits 119,879 - 119,879 138,850 138,850 (18,971) Intergovernmental 5,835,265 529,326 6,364,591 7,200,707 6,783,067 (418,476) Fees and charges for services 3,050,262 - 3,050,262 3,087,262 3,111,262 (61,000) Earnings on investments 821,448 - 821,448 - 660,000 161,448 Interest on security lending income 182,245 - 182,245 - - 182,245 Miscellaneous revenue 4,848,509 - 4,848,509 4,766,306 4,802,190 46,319 Total Revenues 16,265,821 529,326 16,795,147 16,704,427 17,006,671 (211,524) EXPENDITURES Programs (fund level of budgetary control) Transportation services administration 406,498 - 406,498 536,393 536,394 129,896 Harmony road 191,371 - 191,371 920,258 1,526,460 1,335,089 Pavement management 7,141,789 - 7,141,789 8,868,832 8,953,832 1,812,043 Streets 9,243,124 - 9,243,124 9,388,537 10,058,586 815,462 Engineering 1,692,966 - 1,692,966 2,477,361 2,477,361 784,395 Traffic 3,209,685 - 3,209,685 3,184,583 3,381,084 171,399 Parking 1,603,092 - 1,603,092 2,234,038 2,185,168 582,076 Planning 671,276 - 671,276 997,766 997,766 326,490 Total Programs 24,159,801 - 24,159,801 28,607,768 30,116,651 5,956,850 Federal Grants (level of budgetary control) CMAQ Web Page 95,465 369,006 464,471 500,000 500,000 35,529 South College Bikelanes 90,590 273,702 364,292 750,000 750,000 385,708 Downtown River Dist Improve 66,086 133,914 200,000 200,000 200,000 - East Mtn Trolley 112 - 112 134,550 134,550 134,438 Safe Route to School 11,138 - 11,138 22,208 22,208 11,070 Total Grants 263,391 776,622 1,040,013 1,606,758 1,606,758 566,745 Total Expenditures 24,423,192 776,622 25,199,814 30,214,526 31,723,409 6,523,595 Excess (Deficiency) of Revenues Over (Under) Expenditures (8,157,371) (247,296) (8,404,667) (13,510,099) (14,716,738) 6,312,071 OTHER FINANCING SOURCES (USES) Proceeds from Lease Purchase 144,972 - 144,972 - 144,972 - Transfers in: Sales and Use Tax Fund 5,767,199 - 5,767,199 5,845,445 5,782,521 (15,322) Communications 37,861 - 37,861 - 37,861 - General Fund 4,328,746 80,670 4,409,416 3,723,776 4,543,339 (133,923) Sales & Use Tax- BOB 31,744 - 31,744 - 31,744 - Storm Water 115,940 - 115,940 115,940 115,940 - Transfers out: - Debt Service Fund (486,474) - (486,474) (490,318) (486,474) - Street Oversizing (1,400,000) - (1,400,000) - (1,400,000) - Capital Projects Fund (2,924,529) - (2,924,529) (166,390) (3,166,390) 241,861 Total Other Financing Sources (Uses) 5,615,459 80,670 5,696,129 9,028,453 5,603,513 92,616 Net Changes in Fund Balances (2,541,912) $ (166,626) (2,708,538) $ (4,481,646) $ (9,113,225) $ 6,404,687 Fund Balances--January 1 18,344,547 18,344,547 Less Prior Years' Grant Revenues (609,996) Plus Prior Years' Grant Expenditures 776,622 Fund Balances--December 31 $ 15,802,635 $ 15,802,635 The notes to the financial statements are an integral part of this statement. City of Fort Collins Comprehensive Annual Financial Report 43 THIS PAGE INTENTIONALLY LEFT BLANK. 44 City of Fort Collins Comprehensive Annual Financial Report PROPRIETARY FUNDS STATEMENT OF NET ASSETS DECEMBER 31, 2007 Light Storm and Power Water Wastewater Drainage ASSETS Current Assets Cash and cash equivalents $ 15,088,804 $ 19,482,976 $ 6,645,230 $870 4,483, Investments 35,671,791 46,581,287 14,508,825 14,904,416 Cash held by fiscal agent - - 407,201 - Receivables Accounts 10,757,180 2,624,934 1,834,645 1,754,298 Note receivable 62,371 - - - Interest 404,324 523,665 269,364 109,541 Due from other governments - - - 1,235,602 Inventories of materials and supplies 4,232,797 - - - Total Current Assets 66,217,267 69,212,862 23,665,265 22,487,727 Non-Current Assets Restricted Assets - cash & cash equivalents - 308,521 440,242 411,564 Land, water rights, other 1,512,515 45,195,479 3,217,675 5,432,047 Buildings, improvements and equipment 191,451,194 223,993,738 151,583,843 98,070,912 Accumulated depreciation (99,620,702) (82,955,592) (56,289,504) (18,224,629) Construction in progress 5,543,984 8,106,910 10,807,394 311,012 Note receivable 533,215 - - 120,000 Unamortized bond issuance costs - 223,879 421,007 261,219 Total Non-Current Assets 99,420,206 194,872,935 110,180,657 86,382,125 Total Assets 165,637,473 264,085,797 133,845,922 108,869,852 LIABILITIES Current Liabilities Accounts payable 6,109,292 450,438 420,772 860,112 Interest payable - 129,493 101,682 138,687 Wages payable 262,659 184,757 159,967 78,951 Compensated absences 407,193 407,950 290,502 133,623 Bonds payable - 4,790,429 4,063,847 2,571,144 Claims payable - - - - Capital lease obligations - - - - Deferred revenue - - - - Total Current Liabilities 6,779,144 5,963,067 5,036,770 3,782,517 Non-Current Liabilities Bonds payable - 30,980,460 15,539,527 36,405,216 Claims payable - - - - Capital lease obligations - - - - Total Non-Current Liabilities - 30,980,460 15,539,527 36,405,216 Total Liabilities 6,779,144 36,943,527 20,576,297 40,187,733 NET ASSETS Invested in capital assets, net of related debt 98,886,992 158,569,646 89,716,033 46,612,982 Restricted: debt service - 308,521 410,243 411,564 Unrestricted 59,971,337 68,264,103 23,143,349 21,657,573 Total Net Assets $ 158,858,329 $ 227,142,270 $ 113,269,625 $ 68,682,119 Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds. Net assets of business-type activities (page 33). The notes to the financial statements are an integral part of this statement. City of Fort Collins Comprehensive Annual Financial Report 45 Enterprise Internal Golf Funds Service Funds $ 226,463 $ 45,927,343 $799 7,899, 567,160 112,233,479 17,567,133 12,645 419,846 - 2,711 16,973,768 387,830 - 62,371 - 6,347 1,313,241 199,261 - 1,235,602 - - 4,232,797 649,735 815,326 182,398,447 26,703,758 - 1,160,327 - 2,865,976 58,223,692 70,564 8,176,939 673,276,626 6,519,619 (2,690,019) (259,780,446) (3,271,841) - 24,769,300 420,996 - 653,215 - 49,806 955,911 - 8,402,702 499,258,625 3,739,338 9,218,028 681,657,072 30,443,096 56,852 7,897,466 467,553 45,943 415,805 117 29,428 715,762 324,321 77,501 1,316,769 541,966 239,492 11,664,912 - - - 2,651,250 131,694 131,694 5,619 - - 28,931 580,910 22,142,408 4,019,757 3,741,607 86,666,810 - - - 3,805,090 357,578 357,578 4,371 4,099,185 87,024,388 3,809,461 4,680,095 109,166,796 7,829,218 3,882,525 397,668,178 3,729,348 - 1,130,328 - 655,408 173,691,770 18,884,530 $ 4,537,933 572,490,276 $878 22,613, 2,862,459 $ 575,352,735 46 City of Fort Collins Comprehensive Annual Financial Report PROPRIETARY FUNDS STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS FOR THE YEAR ENDED DECEMBER 31, 2007 Light Storm and Power Water Wastewater Drainage OPERATING REVENUES Charges for services $ 81,912,180 $ 24,820,432 $ 14,640,171 $ 13,173,911 Total Operating Revenues 81,912,180 24,820,432 14,640,171 13,173,911 OPERATING EXPENSES Personal services 5,423,330 5,211,431 4,734,126 1,830,103 Contractual services 1,621,718 2,745,034 1,568,996 997,658 Commodities 59,192,429 1,431,683 813,869 111,465 Customer service and administrative charges 4,324,672 2,901,642 1,308,645 1,311,235 Other 5,799,989 2,341,976 1,505,754 364,148 Depreciation 6,462,805 5,600,347 2,817,929 2,260,571 Total Operating Expenses 82,824,943 20,232,113 12,749,319 6,875,180 Operating Income (912,763) 4,588,319 1,890,852 6,298,731 NONOPERATING REVENUES (EXPENSES) Earnings on investments 3,051,848 3,661,554 1,724,569 1,117,364 Interest on security lending income 1,867,580 2,378,684 849,502 450,675 Security lending interest expense (1,810,114) (2,303,501) (823,870) (436,220) Security lending agent fees (17,239) (22,554) (7,689) (4,336) Intergovernmental - - - 1,235,602 Other revenue 1,467,115 429,613 432,558 50,021 Gain (Loss) on sale of capital assets (75,198) (26,158) 39,216 (96,405) Interest expense - (1,712,813) (1,286,471) (1,642,746) Other nonoperating expenses - (46,751) (44,858) (32,066) Total Nonoperating Revenues (Expenses) 4,483,992 2,358,074 882,957 641,889 Income Before Contributions and Transfers 3,571,229 6,946,393 2,773,809 6,940,620 Capital contributions 2,677,647 7,720,137 4,361,811 670,674 Transfers in 25,000 - - - Transfers out - - - (115,940) Change in Net Assets 6,273,876 14,666,530 7,135,620 7,495,354 Net Assets--January 1 152,584,453 212,475,740 106,134,005 61,186,765 Net Assets--December 31 $ 158,858,329 $ 227,142,270 $ 113,269,625 $ 68,682,119 Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds. Change in net assets of business-type activities (pages 34-35) The notes to the financial statements are an integral part of this statement. City of Fort Collins Comprehensive Annual Financial Report 47 Enterprise Internal Golf Funds Service Funds $ 2,577,205 $ 137,123,899 $ 38,631,353 2,577,205 137,123,899 38,631,353 1,114,661 18,313,651 10,418,554 588,601 7,522,007 24,165,094 256,297 61,805,743 4,738,459 - 9,846,194 348 175,008 10,186,875 590,827 313,788 17,455,440 451,168 2,448,355 125,129,910 40,364,450 128,850 11,993,989 (1,733,097) 40,872 9,596,207 1,258,957 25,002 5,571,443 686,587 (23,997) (5,397,702) (665,709) (301) (52,119) (6,263) - 1,235,602 57,993 2,506 2,381,813 955,519 3,006 (155,539) 52,813 (218,397) (4,860,427) (791) (3,164) (126,839) - (174,473) 8,192,439 2,339,106 (45,623) 20,186,428 606,009 - 15,430,269 - - 25,000 3,893,344 - (115,940) (64,815) (45,623) 35,525,757 4,434,538 4,583,556 18,179,340 $ 4,537,933 $ 22,613,878 (40,166) $ 35,485,592 48 City of Fort Collins Comprehensive Annual Financial Report PROPRIETARY FUNDS STATEMENT OF CASH FLOWS FOR THE YEAR ENDED DECEMBER 31, 2007 Light and Power Water Wastewater Storm Drainage CASH FLOWS FROM OPERATING ACTIVITIES Cash received from customers and users $ 84,705,650 $ 25,104,052 $ 14,797,512 $ 13,339,846 Receipts from interfund services provided - - - - Cash paid to employees for services (5,317,236) (5,150,685) (4,676,328) (1,803,291) Cash paid to other suppliers of goods & services (65,586,342) (6,036,076) (3,785,085) (1,574,317) Payments for interfund services used (4,776,355) (3,159,231) (1,581,992) (1,474,942) Other receipts 1,467,115 429,613 116,456 50,021 Net cash provided (used) by operating activities 10,492,832 11,187,673 4,870,563 8,537,317 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers from other funds 25,000 - - - Transfers to other funds - - - (115,940) Subsidy from federal grants - - - - Net cash provided (used) by noncapital financing activities 25,000 - - (115,940) CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Proceeds from capital debt - - - - Payment to escrow agent - - - - Capital contributions 2,677,647 5,502,597 4,361,811 670,674 Purchases of capital assets (9,803,438) (3,806,113) (8,070,826) (5,743,490) Principal paid on capital debt - (4,796,656) (3,921,558) (2,150,000) Interest paid on capital debt - (1,579,501) (1,285,405) (1,649,972) Proceeds from sales of capital assets 24,947 15,944 52,934 9,302 Net cash used by capital and related financing activities (7,100,844) (4,663,729) (8,863,044) (8,863,486) CASH FLOWS FROM INVESTING ACTIVITIES Proceeds from sales and maturities of investments 8,059,846 9,096,068 8,395,208 6,258,859 Purchase of investments (13,909,673) (18,709,224) (5,941,834) (5,458,503) Earnings received on investments 2,396,049 2,801,901 1,430,077 852,143 Interest on security lending income 1,867,580 2,378,685 849,502 450,675 Security lending intereste expense (1,810,114) (2,303,501) (823,870) (436,219) Security lending agent fees (17,239) (22,554) (7,689) (4,336) Net cash used by investing activities (3,413,551) (6,758,625) 3,901,394 1,662,619 Net increase (decrease) in cash and cash equivalents 3,437 (234,681) (91,087) 1,220,510 Cash and cash equivalents, January 1 (cash & cash equivalents includes cash held by fiscal agent and restricted assets - cash & cash equivalents) 15,085,367 20,026,178 7,583,760 3,674,924 Cash and cash equivalents, December 31 (cash & cash equivalents includes cash held by fiscal agent and restricted assets - cash & cash equivalents) 15,088,804 19,791,497 7,492,673 4,895,434 Reconciliation of operating income (loss) to net cash provided (used) by operating activites: Operating income (loss) (912,763) 4,588,319 1,890,852 6,298,731 Other receipts 1,467,115 429,613 116,456 50,021 Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation expense 6,462,805 5,600,347 2,817,929 2,260,571 City of Fort Collins Comprehensive Annual Financial Report 49 Total Total Internal Golf Enterprise Funds Service Funds $ 2,574,775 $ 140,521,835 $ 553,640 - - 38,019,665 (1,091,983) (18,039,523) (10,373,853) (906,370) (77,888,190) (29,362,611) (66,293) (11,058,813) (166,155) 2,506 2,065,711 955,519 512,635 35,601,020 (373,795) - 25,000 3,893,344 - (115,940) (64,815) - - 57,993 - (90,940) 3,886,522 2,095,796 2,095,796 - (1,771,056) (1,771,056) - - 13,212,729 - (284,834) (27,708,701) (418,823) (246,833) (11,115,047) (7,451) (216,218) (4,731,096) (852) 3,006 106,133 74,065 (420,139) (29,911,242) (353,061) - 31,809,981 2,645,624 (199,304) (44,218,538) (7,069,685) 31,457 7,511,627 1,008,217 25,002 5,571,444 686,587 (23,997) (5,397,701) (665,709) (301) (52,119) (6,263) (167,143) (4,775,306) (3,401,229) (74,647) 823,532 (241,563) 313,755 46,683,984 8,141,362 239,108 47,507,516 7,899,799 128,850 11,993,989 (1,733,097) 2,506 2,065,711 955,519 313,788 17,455,440 451,168 (2,430) 3,338,535 (156,634) - 59,401 - - 294,193 (96,451) 47,243 119,623 4,766 18,487 164,736 47,592 4,191 109,392 (2,891) - - 149,416 - - 6,817 $ 512,635 $ 35,601,020 $ (373,795) - 2,217,540 - 50 City of Fort Collins Comprehensive Annual Financial Report FIDUCIARY FUNDS STATEMENT OF FIDUCIARY NET ASSETS DECEMBER 31, 2007 Trust Agency Funds Funds ASSETS Cash and cash equivalents $ 3,923,873 $ 5,885,480 Receivables Interest 170,447 66,087 Notes and loans 2,837,516 - Total Receivables 3,007,963 66,087 Investments, at fair value U S Government securities 16,423,970 4,810,870 Corporate bonds - 1,127,263 Mutual funds 136,178,162 - Total Investments, at fair value 152,602,132 5,938,133 Security lending collateral 9,676,107 - Total Assets 169,210,075 11,889,700 LIABILITIES Amounts held for other governments 1,535 11,889,700 Obligations under securtiy lending 9,676,107 - Total Liabilities 9,677,642 $ 11,889,700 NET ASSETS Held in trust for pension benefits 159,532,433 Total Plan Net Assets $ 159,532,433 The notes to the financial statements are an integral part of this statement. City of Fort Collins Comprehensive Annual Financial Report 51 FIDUCIARY FUNDS STATEMENT OF CHANGES IN FIDUCIARY NET ASSETS FOR THE YEAR ENDED DECEMBER 31, 2007 Trust Funds ADDITIONS Contributions Employer contributions $ 4,873,032 Employee contributions 2,948,303 Pension conversion & roll-overs 741,329 Loan repayments 956,008 Other 923,839 Total Contributions 10,442,511 Investment income Interest 1,700,621 Interest related to employee loans 597,924 Net change in fair value of investments 10,839,491 Total Investment Income 13,138,036 Securities lending income 441,594 Less securities lending expenses (431,053) Net income from securities lending activities 10,541 Net Investment Income 13,148,577 Total Additions 23,591,088 DEDUCTIONS Benefit payments 11,155,930 Administration expense 38,965 Total Deductions 11,194,895 Net Increase in Plan Net Assets 12,396,193 Net Assets Beginning of year 147,136,240 End of year $ 159,532,433 The notes to the financial statements are an integral part of this statement. 52 City of Fort Collins Comprehensive Annual Financial Report THIS PAGE INTENTIONALLY LEFT BLANK. City of Fort Collins Comprehensive Annual Financial Report 53 NOTES TO THE BASIC FINANCIAL STATEMENTS I. Summary of Significant Accounting Policies A. Reporting Entity....................................................................................................................... 54 B. Joint Ventures .......................................................................................................................... 54 C. Jointly Governed Organization ................................................................................................ 55 D. Government-wide and Fund Financial Statements.................................................................. 55 E. Measurement Focus and Basis for Accounting........................................................................ 56 F. Financial Statement Presentation ............................................................................................. 56 G. Assets, Liabilities and Fund Equity ......................................................................................... 57 II. Stewardship, Compliance and Accountability A. Budgetary Information............................................................................................................. 60 III. Detailed Notes on all Funds A. Deposits and Investments ........................................................................................................ 62 B. Notes Receivable...................................................................................................................... 65 C. Capital Assets........................................................................................................................... 66 D. Inter-fund Transfers ................................................................................................................. 68 E. Long-term Obligations ............................................................................................................. 68 IV. Other Information A. Risk Management .................................................................................................................... 76 B. Employee Retirement Systems and Pension Plans .................................................................. 78 C. Commitments and Contingencies ............................................................................................ 84 D. Legal Matters........................................................................................................................... 85 E. Related Party Transactions....................................................................................................... 85 F. Subsequent Event ..................................................................................................................... 87 54 City of Fort Collins Comprehensive Annual Financial Report NOTE I. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Fort Collins, Colorado (the City) was incorporated in 1873 and adopted its Home Rule charter in 1913. In 1954, the citizens adopted the Council-Manager form of government. The more significant accounting policies reflected in the financial statements are summarized as follows: A. Reporting Entity These financial statements include those of the City (primary government) and organizations for which the City is financially accountable (component units). The following component units are included in the reporting entity: City of Fort Collins Downtown Development Authority (DDA), City of Fort Collins General Improvement District No. 1 (GID No. 1), the Fort Collins Capital Leasing Corporation (Corporation), and the Urban Renewal Authority (URA). None of the component units issues its own financial statements. The DDA was created in 1981 by City Council and the electorate. The purpose of the DDA is to promote the public health, safety, prosperity, security, and welfare of its inhabitants. The City appoints and removes all members of the DDA's governing board in addition to issuing debt, adopting budgets, and levying taxes on its behalf. The financial statements of the Downtown Development Authority are included in the reporting entity by discrete presentation. GID No. 1 was created in 1976 for the construction and installation of parking facilities and street and sidewalk beautification improvements. GID No. 1 is, in substance, the same as the primary government since the City Council serves as the board of directors. As such, it levies all taxes, approves all budgets, and issues all debt on behalf of GID No. 1. Accordingly, its transactions and balances are blended with those of the City. GID No. 1 is presented as a special revenue fund. The Corporation was created in June 1998 and operates under the provisions of the Nonprofit Corporation Law of the State of Colorado. The Corporation’s primary purpose is to provide financing assistance by obtaining land, property and equipment on behalf of the City. The directors are appointed by the City Council and receive no compensation. Its transactions and balances are blended with those of the City. The Corporation is presented as a debt service fund. The URA was established in 2006. The URA is, in substance, the same as the primary government since the City Council serves as the board of directors. Its transactions and balances are blended with those of the City. The URA is presented in two fund types; one a special revenue fund and the other a debt service fund. The Fort Collins Regional Library District (the District) was created in 2007 after a successful election in 2006 to authorize the District formation. The District and City entered into an Intergovernmental Agreement whereby the City provides administrative services to the District. The District is not a component unit of the City and is not included in the reporting entity. The District is administered by a governing board of seven members who are appointed by the City of Fort Collins and Larimer County. Financial information for the District can be obtained by contacting the District Finance Officer, 201 Peterson Street, Fort Collins, CO 80524-2990. B. Joint Ventures The City has joined with other governmental units to form the following joint ventures: Block 31 Joint Venture was created by the City and Larimer County for the purpose of acquiring and managing parking space and government facilities on Block 31. The City issued sales and use tax bonds to finance the acquisition of the property and is responsible for the debt service on the bonds. Larimer County reimburses the City for its half of the debt service on a semi-annual basis. The City is responsible for providing half of the on-going upkeep and maintenance of the property. The City and the County each retain a 50% ownership interest in the property. Separate financial statements are not issued for this joint venture. City of Fort Collins Comprehensive Annual Financial Report 55 Fort Collins-Loveland Airport was created for the purpose of operating a municipal airport for the benefit of the citizens of Loveland and Fort Collins. The City provides a small amount of funding for on-going airport construction projects. The City and Loveland each retain a 50% ownership interest in the airport. Separately issued financial statements are available upon request from the Airport Manager. North Front Range Transportation and Air Quality Planning Council (NFRTAQPC) is an association of local governments that was formed in 1987 in response to local needs and federal transportation and air quality planning requirements. Local government membership consists of elected officials representing Fort Collins, Greeley, Loveland, Evans, Berthoud, Windsor, Timnath, Garden City, LaSalle, Johnstown, and Weld and Larimer Counties. Membership is also extended to the Colorado Transportation Commission and the Colorado Air Quality Control Commission. The NFRTAQPC Board appoints its own management and approves its own budget. The City has an agreement with the NFRTAQPC that allows for NFRTAQPC to participate in the City’s benefit plans and other City services on a reimbursable basis. Separately issued financial statements are available upon request from the Planning Council. Poudre Fire Authority (PFA) was created by an intergovernmental agreement between the City of Fort Collins and the Poudre Valley Fire Protection District. The PFA Board consists of five members--two appointed by City Council, two appointed by the District's Board of Directors and a fifth member appointed by the other four members. The PFA Board appoints its own management and approves its own budget. PFA's continuing existence depends, in part, on funding provided by the City. Separately issued financial statements for PFA are available from its administrative office. Platte River Power Authority (PRPA) was created by an intergovernmental agreement between the Cities of Fort Collins, Estes Park, Loveland, and Longmont to supply their wholesale electric power and energy requirements. The governing Board of PRPA consists of two members from each municipality. Under Colorado law, PRPA's Board of Directors has the exclusive authority to establish electric rates. The City has contracted for its total electric energy supply from PRPA through December 31, 2040. Separately issued financial statements for PRPA are available from its corporate headquarters. Aside from the Fort Collins-Loveland Airport, the City does not have an equity interest in any of the joint ventures in which it participates. None of the joint ventures are accumulating financial resources or are experiencing fiscal stress that are expected to create a significant financial benefit or burden on the City in the foreseeable future. C. Jointly Governed Organization The City and various governmental entities throughout Larimer County have jointly agreed to establish the Larimer Emergency Telephone Authority (LETA). LETA is a separate legal entity established to provide E-911 telephone service to the citizens of Larimer County. The City does not retain an on-going financial interest or responsibility in LETA. D. Government-wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net assets and the statement of activities) report information on all of the non-fiduciary activities of the primary government and its component units. For the most part, the effect of inter-fund activity has been removed from these statements. Governmental activities, which are normally supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely primarily on fees and charges for support. Also, the primary government is reported separately from the DDA, a legally separate component unit for which the primary government is financially accountable. 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 associated 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. 56 City of Fort Collins Comprehensive Annual Financial Report Separate financial statements are provided for governmental funds, proprietary funds, and fiduciary funds, even though the latter are excluded from the government-wide financial statements. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. E. Measurement Focus and Basis of Accounting The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary funds and the pension trust funds. The agency funds have no measurement focus. 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 and become an enforceable lien on the property. Grants and similar items are recognized as revenue as soon as all eligibility requirements have been met. An allowance for doubtful accounts is maintained for the utility receivables. 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 government considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. As under accrual accounting, expenditures are generally recorded when a liability is incurred. However, debt service expenditures, as well as those related to compensated absences and incurred claims and judgments, are recorded only when payment is due. With regard to self-insurance claims and judgments, an additional expenditure may be recorded based on actuarial information. Property taxes, special assessments, sales taxes, franchise taxes, charges for services, amounts due from other governments and interest associated with the current fiscal period are all considered to be susceptible to accrual. Other revenue items such as licenses, fines and permits are considered to be measurable and available only when the cash is received by the government, as a result they are not susceptible to accrual. F. Financial Statement Presentation The accounts of the City are organized and operated on the basis of funds, each of which is considered a separate accounting entity. The operations of each fund are accounted for with a separate set of self-balancing accounts that comprise its assets, liabilities, fund equity, revenues and expenditures or expenses as appropriate. The various funds are summarized by type within the financial statements. The City reports the following major governmental funds: The General fund is the government’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 Sales & Use Tax special revenue fund is used to account for collections of the City’s 3.0% sales and use tax which is used to provide reserves and fund payments for sales and use tax revenue debt. The Transportation Services special revenue fund is used to account for taxes, federal and state grants and other revenues utilized to operate and maintain the City’s transportation system. The Capital Projects fund is used to account for financial resources to be used for the acquisition or construction of major capital facilities. The City reports the following major proprietary funds: The Light and Power fund is used to account for the operations of the City’s electric utility. The Water fund is used to account for the operation of the City’s water utility. The Wastewater fund is used to account for the operation of the City’s wastewater utility. The Storm Drainage fund is used to account for the operations of the City’s storm water utility. City of Fort Collins Comprehensive Annual Financial Report 57 Additionally, the City reports the following fund types: Internal Service funds are used to account for the City’s fleet maintenance services, phone equipment and services, self-insurance of employee health care and other employee benefits, and a risk management insurance program. There is also an internal service fund to account for the customer and administrative services provided exclusively to the City’s utility enterprise funds. Pension Trust funds are used to account for the City’s defined benefit and defined contribution pension trusts to provide retirement benefits for its employees/retirees. Agency funds are used to account for cash and investments held by the City on behalf of Poudre Fire Authority and Poudre Fire Authority’s pension fund. Pronouncements issued on or before November 30, 1989 generally are followed in both the government-wide and proprietary fund financial statements, unless those pronouncements conflict with or contradict GASB pronouncements. As a general rule, the effect of inter-fund activity has been eliminated from the government-wide financial statements. Exceptions to this rule are the charges between the City’s utility functions and various other functions. Amounts reported as program revenues include 1) charges to customers for goods, services, or privileges provided, 2) operating grants and contributions, 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from non-operating 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 water and storm drainage funds also recognize as operating revenue the portion of connection fees intended to recover the cost of connecting new customers to the system. Operating expenses for enterprise and internal service funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. When both restricted and unrestricted resources are available for use, it is the government’s policy to use restricted resources first, then unrestricted resources as they are needed. G. Assets, Liabilities and Fund Equity Cash and Investments The City has stated certain investments at fair value in accordance with GASB No. 31. Fair value is determined utilizing the third party custodian’s statements, Wall Street Journal, Bloomberg, and other recognized pricing services. Whenever possible, cash is pooled from the various City funds to enhance investment capabilities and maximize investment income. Investments are made taking into consideration cash flow needs, market conditions, and contingency plans. The City's investment policies prescribe eligible investments, investment diversification, and maturity and liquidity guidance, which are utilized in managing the investment portfolio. For purposes of the combined statement of cash flows, the City considers highly liquid investments with a maturity of three months or less when purchased to be cash equivalents. The City invests in derivatives and similar securities. Derivatives are generally defined as contracts, whose value depends on, or derives from, the value of an underlying asset, reference rate, or index. The City holds bonds with floating interest rates, which are considered derivatives, and similar mortgage-backed securities. 58 City of Fort Collins Comprehensive Annual Financial Report Cash held by Fiscal Agent Certain proceeds of Capital Leasing Corporation’s Certificates of Participation (COP) and Enterprise Fund revenue bonds are classified as cash held by fiscal agent on the balance sheet because they are held in third party escrow accounts and their use is limited by applicable COP and bond covenants. Restricted Cash and Cash Equivalents Certain proceeds of Enterprise Fund revenue bonds, as well as certain resources set aside for their repayment, are classified as restricted assets on the balance sheet since their use is limited by applicable bond covenants. Receivables Accounts receivable are expressed net of allowances for doubtful accounts. Allowances for doubtful accounts are based on historical collection trends for the related receivables. Light and Power Fund maintains an allowance of $250,000, Water Fund maintains an allowance of $25,000, Wastewater has an allowance of $20,000 and Storm Drainage has an allowance of $10,000. Long-term portions of receivables in the governmental fund financial statements are reported and then offset by fund balance reserve accounts in order to indicate that they are not available, spendable resources except for long- term portions of special assessments receivable which are offset by deferred revenue. Inventories Inventories are stated at cost using the first-in, first-out method. The costs of inventory items are recognized as expenditures in governmental funds when purchased and as expenses in proprietary funds when used. Where appropriate, inventory has been adjusted downward to market value to reflect what is considered a permanent market decline. Inventory of Real Property Held for Resale Inventory of real property held for resale generally reflects the cost of raw land held by the City’s Land Bank Program in the General Fund, for development of affordable housing. These assets are carried at cost until an event occurs to indicate a low net realizable value. Capital Assets Capital assets, which are acquired or constructed, are reported at historical cost or estimated historical cost 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 $5,000 and an estimated useful life of five years or greater. Donated capital assets are recorded at estimated fair market value at the date of donation. Capital assets other than land, water rights, fiber optics, and some intangible property are depreciated. Depreciation is computed using the straight-line method with estimated useful lives as follows: Buildings.......................................................................................................................................10-50 years Improvements other than buildings ...................................................................................................25 years Machinery and equipment ..............................................................................................................5-15 years GASB Statement No. 34 provides for an alternative approach to depreciation for measuring the value of infrastructure assets and the related costs incurred to maintain their service life at a locally established minimum standard. In order to adopt this alternative method, the City has developed an asset management system, which will determine if the minimum standards are being maintained. This measurement would occur every three years at a minimum. The City has elected to use this alternative method for reporting its street infrastructure capital assets. City of Fort Collins Comprehensive Annual Financial Report 59 Compensated Absences The City allows employees to accumulate unused vacation pay and to defer overtime pay by accumulating compensatory leave up to maximum limits. Unused sick pay is not recognized as a liability because it does not meet the criteria for accrual. The liability associated with these benefits is reported in the government-wide financial statements. Proprietary fund types accrue such benefits in the period in which they are earned. 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 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 bond. 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. Claims and Judgments Payable Claims and judgments payable are recognized when it is probable that a liability has been incurred and the amount of the loss can be reasonably estimated. Such claims, including an estimate for claims incurred but not reported at year end, are reflected as claims payable in the financial statements. Fund Equity In the fund financial statements, fund equity of the City’s governmental funds are classified either as reserved or unreserved. The unreserved portion may be further classified as either designated or undesignated. Designated fund balances represent amounts identified by management for the future use of current resources. Reserved fund balances indicate that portion of fund equity which has been segregated for future use and is not an available, spendable resource or amounts which are legally required to be segregated in accordance with legal and contractual provisions. Inter-fund Transactions Inter-fund transactions are treated and classified as revenues, expenditures, or expenses (the same as if these same transactions involved external organizations). These include payments in lieu of taxes and billings from one fund to another for purchased goods or services. In the government-wide statement of activities, transactions, which constitute reimbursements, are eliminated in the reimbursed fund and accounted for as expenditures or expenses in the fund to which the transaction is applicable. Deferred and Unearned Revenues Governmental funds report deferred revenue on their balance sheets. Deferred revenues arise in governmental funds when potential revenue does not meet both the “measurable” and “available” criteria for recognition in the current period. Deferred revenues also arise when resources are received by the City before it has a legal claim to them. In subsequent periods, when both revenue recognition criteria are met, or when the government has a legal claim to the resources, revenue is recognized. 60 City of Fort Collins Comprehensive Annual Financial Report In the government-wide financial statements, deferred revenue not meeting the “measurable” and “available” criteria has been eliminated. Estimates The preparation of financial statements requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Specifically, the City has made certain estimates and assumptions relating to its collections of receivables, the valuation of property held for resale, and the ultimate outcome of claims and judgments. Accordingly, actual results could differ from those estimates. Discretely Presented Component Units The significant accounting policies for the City's discretely presented component units are substantially the same as the primary government. Additional disclosures follow. The discretely presented component unit data presented in the government-wide statements includes total data for all fund types of the Downtown Development Authority (DDA), including its General Fund, Debt Service Fund and its non-current assets and liabilities. The Board of Directors of the DDA approves their respective budget by resolution. The budget is then submitted to City Council for approval. Budgetary matters with respect to basis of accounting and legal level of budgetary control are generally the same for the DDA as those of the City. NOTE II. STEWARDSHIP, COMPLIANCE, AND ACCOUNTABILITY A. Budgetary Information Budgetary Accounting and Control Appropriated budgets are established for all funds of the City except agency funds, which do not measure results of operations. General, Special Revenue, Debt Service and Trust Funds Budgets for general, special revenue, debt service and trust funds are adopted on a basis which is consistent with generally accepted accounting principles (GAAP) except that appropriations for certain special revenue funds do not lapse on an annual basis as further explained below. Capital Projects Fund The Capital Projects Fund budget is not consistent with GAAP because appropriations do not lapse at year end. Proprietary Funds Proprietary funds are budgeted on a basis that includes capital items such as amounts for capital outlay and principal reduction of debt. Such budgets exclude depreciation. Propriety Funds recognize gain on inter-fund sales of capital assets for budgetary purposes only. Capital project budgets for certain enterprise funds are non-lapsing. Legal Level of Control The legal level of budgetary control is at the individual fund level, except for capital projects and federal and state grants for which the legal level of control is at the project or grant level. For budgetary purposes, operating transfers are considered expenditures. City of Fort Collins Comprehensive Annual Financial Report 61 Lapsing Appropriations All appropriations unexpended or unencumbered lapse at the end of the year to the applicable fund, except capital project and federal and state grant appropriations which lapse when the project or grant activity is completed. Appropriations which are encumbered at year end are carried over to the ensuing year at which time they are matched with their corresponding expenditures. Budgets for the Capital Projects Fund, special revenue funds with expenditures of a capital or project nature and special revenue funds where the primary source of revenue is project-length federal or state grants are non-lapsing. Included are the Capital Projects Fund, Capital Expansion Fund, Neighborhood Parkland Fund, Conservation Trust Fund, Community Development Block Grant Fund, Home Program Fund, Transit Services Fund, and grant portion of Transportation Services. Budgets are non-lapsing for capital projects in all the enterprise funds, and for two of the internal services funds - Equipment Fund and Communications Fund. Property Taxes Property taxes levied in a particular year are collected in the subsequent year. The property tax calendar is as follows: Tax Year Tax levy certified to County Commissioners ............................................................................December 15 County Commissioners certify levy to County Assessor ..........................................................December 22 Ensuing Collection Year Taxes attach as an enforceable lien on property..............................................................................January 1 First installment due date (one-half of taxes due)........................................................................February 29 Taxes due in full (unless installments elected by taxpayer) ..............................................................April 30 Second installment due date (second half due)................................................................................... June 15 Taxes are collected by the Larimer County Treasurer on behalf of the City and are remitted by the 10th day of the month following collection. A 2% collection fee is retained by the County as compensation for collecting the taxes. Economic Dependency Anheuser Busch contributed 4% of total property taxes collected in 2007. This company is also a major customer of the City’s electric, water and wastewater funds. 62 City of Fort Collins Comprehensive Annual Financial Report NOTE III. DETAILED NOTES ON ALL FUNDS A. Deposits and Investments Deposits Primary Government The carrying amount of the City's eleven deposit accounts as of December 31, 2007, was $5,720,242. The bank balance was $7,570,603 of which $1,100,000 was covered by federal deposit insurance. Component Unit The Downtown Development Authority’s undivided share of the City’s deposits as of December 31, 2007 was a carrying amount of $175,880. The bank balance was $233,677. Custodial Credit Risk – Deposits For deposits, custodial credit risk is the risk that, in the event of a bank failure, the City’s deposits might not be returned. Due to the federal deposit insurance and the collateral no deposits for the City or the component unit were exposed to custodial credit risk. Investments Investment policies are governed by the City's own investment policies and procedures. Investments of the City and its discretely presented component unit may include: - Legal investments for municipalities under state statutes. - Interest-bearing accounts or certificates of deposit at banks or savings and loans in Colorado which are eligible public depositories. - Obligations of the United States Government, its agencies or instrumentalities. - Common or preferred stock or debt of U.S. corporations. - Obligations issued by or on behalf of the City. - State or local government obligations having an investment grade rating. - Prime rated banker's acceptances. - Prime rated commercial paper. - Guaranteed investment contracts. - Repurchase and reverse repurchase agreements of any marketable security described above which afford the City a perfected security interest in such security. - Local government investment pools authorized under the laws of the State of Colorado. - Shares in any money market fund or account, unit investment trust or open or close-end investment company, all of the net assets of which are invested in securities described above. - Mutual funds that include eligible investments found above. - For bond reserve funds, treasury securities with a put option used to control and minimize arbitrage rebates. In addition to the above, investments of the General Employees' Retirement Plan may include: - Equipment trust certificates. - Real property and loans secured by first mortgages or deeds of trust. - Participation guarantee agreements with domestically regulated life insurance companies. - Tax certificates issued by any county treasurer of Colorado upon any real property located within the state. City of Fort Collins Comprehensive Annual Financial Report 63 - International mutual funds that have a five star rating for the past five years from Morningstar Mutual Funds. Investments of the Money Purchase Plan 401(a) are determined contractually with the third party custodian. The plan currently contains a wide range of money market and mutual funds. In accordance with GASB Statement No. 40, the City’s and its discretely presented component unit’s investments are subject to interest rate and credit risk as described below: Interest Rate Risk As a means of limiting its exposure to fair value losses arising from rising interest rates, the City's investment policy limits at least 80% of the City's investment portfolio to maturities of less than five years and at least five percent of the City's operating investment portfolio to maturities of 120 days or less. Based on the current rate environment, the City assumes that all callable securities may be called on the first call date. The City invests in various mortgage-backed securities and bonds with floating interest rates in order to maximize yields. Mortgage-backed securities are based on cash flows from interest payments on underlying mortgages. Therefore, they are sensitive to prepayments by mortgagees, which may result from a decline in interest rates. If interest rates decline and homeowners refinance mortgages, thereby prepaying the mortgages underlying these securities, the cash flows from interest payments are reduced and the value of these securities declines. Likewise, if homeowners pay on mortgages longer than anticipated, the cash flows are greater and the return on the initial investment would be higher than anticipated. Concentration of Credit Risk The City places no limit on the amount the City may invest in any one issuer. More than 5% of the City’s investments are in Federal Home Loan bank (FHLB), Federal Home Loan Mortgage Corporation (FHLMC), and in Federal National Mortgage Association (FNMA) agency securities. These investments are 28.9%, 13.1% and 15.2%, respectively, of the City’s total investment. All of these investments were rated AAA. Custodial Credit Risk for Investments For an investment, custodial credit risk is the risk that, in the event of the failure of the counterparty, the City will not be able to recover the value of its investments or collateral securities that are in the possession of an outside party. The City’s investment policy restricts holding of securities by counterparties. Credit Risk The City's investment policy limits investments in corporate bonds to the top three ratings issued by nationally recognized statistical rating organizations (NRSROs). As of December 31, 2007, the City's investment in corporate bonds was rated AA or better by Standard & Poor's and Aa3 or better by Moody's Investors Service. The City’s investment policy also allows for the City to invest in local government investment pools. As of December 31, 2007, the local government investment pools (CSAFE & Colorado Diversified Trust) in which the City had invested, were rated AAAm by Standard & Poor’s. 64 City of Fort Collins Comprehensive Annual Financial Report The City’s investments in repurchase agreements are for a period of one month or less. As a result they are sensitive to the short-term interest rate environment. The market for securities lending developed to provide temporary access to a large portfolio of securities for broker/dealers who might have a need to borrow specific instruments. At the time of the transaction, the broker/dealer collateralizes their borrowing (in cash or with securities) to 102% of the security value plus accrued interest and in the event that the fair value of the collateral falls below 100%. If the broker/dealer fails to return the security, upon request, then the custodian, acting as agent, will utilize the collateral to replace the security borrowed. The transaction establishes a rebate interest rate (assuming cash collateral), which is due back to the broker/dealer upon return of the security. The cash is then invested short-term and the City and the custodian share the incremental return available above the rebate rate. The commingled short-term fixed income accounts can be invested in repurchase agreements, master notes, U.S. treasuries and agencies, U.S. certificates of deposit and time deposits, bankers’ acceptances, commercial paper, and other short term money market instruments. The securities loaned are on a rolling daily basis and the cash collateral can be deposited and/or withdrawn from the commingled investment on a daily basis. The City authorizes the lending of fixed income securities, except those held in reserve for the Self Insurance Fund. The City, as a program participant, assumes the risk that (a) the overnight investment will not equal or exceed the rebate rate, (b) a loss of the principal in the overnight investment and (c) the collateral will not be sufficient, if called upon to repurchase the lost security. The City would have credit risk if at any time the above-mentioned 102% daily adjusted collateral falls below 100%. As of December 31, 2007, no market risk had been incurred from the City’s securities lending program as the market value of the securities that the City loaned to the financial institution was $178,278,747 and the collateral received by the City was $181,610,916 for governmental activities. On January 8, 2008, an enforcement action was declared on collateral assigned to the City with a par value of $5.5 million (see Note IV F. Subsequent Event). As of December 31, 2007, no market risk resulted from the City’s securities lending program since the market value of the securities that the City loaned to the financial institution was $9,509,877 and the collateral received by the City was $9,676,107 for General Employees’ Retirement Plan. The City periodically reviews the custodian’s practices to insure fair distribution of lending opportunities as well as risk evaluation of prospective broker/dealer borrowers. For the year 2007, the City received net income of As of December 31, 2007, the City had the following investments and maturities: Primary Government (including Fiduciary Funds) Credit Risk Fair Up to 121 days More than Investment Type Rating Value 120 days to 5 years 5 years Repurchase agreement $ 57,186,245 $ 57,186,245 $ - $ - U.S. Agencies (GNMA) 128,928 - - 128,928 Instrumentality Federal Farm Credit Bank (FFCB) AAA - - - - Federal Home Loan Bank (FHLB) AAA 94,711,806 3,643,543 86,813,952 4,254,311 Federal Home Loan Mortgage Corporation (FHLMC) AAA 45,356,953 2,001,100 33,330,522 10,025,330 Federal National Mortgage Association (FNMA) AAA 52,567,638 1,999,380 47,812,715 2,755,543 Corporate bonds 43,364,175 10,994,640 32,369,535 - Component unit bonds held by City 9,690,000 - 9,690,000 - Total Investments Controlled by the City $ 303,005,745 $ 75,824,908 $ 210,016,724 $ 17,164,112 Percent of Total 25% 69% 6% Component Unit Credit Risk Fair Up to 121 days More than Investment Type Rating Value 120 days to 5 years 5 years Repurchase agreement $ 2,813,755 $ 2,813,755 $ - $ - Instrumentality Federal Home Loan Bank (FHLB) AAA 6,488,789 1,751,973 4,412,377 324,439 Total Investments Controlled by the City $ 9,302,544 $ 4,565,728 $ 4,412,377 $ 324,439 Percent of Total 49% 47% 4% Investment Maturities Investment Maturities City of Fort Collins Comprehensive Annual Financial Report 65 $225,190 from security lending activity for its operating and pension portfolios for governmental activities and $10,541 for General Employees’ Retirement Plan. The City has not incurred a loss through its participation in this program. Restrictions on Cash and Investments Cash and investments of $82,868 and $29,801, respectively in the Sales and Use Tax and Transportation Services funds and $308,521, $440,242 and $411,564, respectively, in the Water, Wastewater and Storm Drainage funds are contractually restricted for debt service through bond ordinances. B. Notes Receivable In March 1996, the City entered into an agreement with a developer for the construction of low income apartment units. Under the agreement, the City loaned $913,000 to the developer from the HOME Program special revenue fund and received a deed of trust against the property. The loan is to be repaid from 50% of the net available cash flow generated by the project as calculated annually. The loan bears interest at 9% per annum. There is no set payment schedule or due date on the loan. Based upon a review of project income statements, the project did not have a net available cash flow. The outstanding balance as of December 31, 2007 is $913,000. In May 2000, the City entered into an agreement with a developer for the construction of low income senior apartment units. Under the agreement, the City loaned $200,000 to the developer from the Community Development Block Grant special revenue fund and received a deed of trust against the property. The loan is to be repaid from the net available cash flow generated by the project as calculated annually. The loan bears interest at 7% per annum. There is no set payment schedule on the loan. The loan has a term of 20 years. The outstanding balance as of December 31, 2007 is $200,000. In the mid-1980’s, the City loaned money to various individuals that qualified in a low income housing program. The City loaned various amounts from the Community Development Block Grant special revenue fund and filed deed of trusts’ against the properties. There are two outstanding loans as of December 31, 2007. They are both set to mature in 2012. The outstanding balance of these loans as of December 31, 2007 is $21,501. In December 2001, the City entered into an agreement with a developer for the construction of low income senior apartment units. Under the agreement, the City loaned $250,000 to the developer. 50% of the loan proceeds are from the HOME Program special revenue fund and 50% of the loan proceeds are from the General Fund. The City received a deed of trust against the property. The loan is to be repaid from the net available cash flow generated by the project as calculated annually. The loan bears interest at 5.5% per annum. There is no set payment schedule on the loan. The loan has a term of 20 years. In 2007, the City did receive an interest payment of $13,750. The outstanding balance as of December 31, 2007 is $250,000. In May 2006, the City entered an agreement with Platte River Power Authority for the purchase of two V42 Vestes. Under the agreement, the City loaned $747,137. Platte River Power Authority will make annual payments of $92,150 over a ten-year period. The loan bears a fixed interest rate at 5%. The outstanding balance as of December 31, 2007 is $595,586. In 2006, a loan agreement between the Fort Collins Urban Renewal Authority and the City for funding projects in the North College Urban Renewal Plan Area was entered into. The City loaned the URA $150,000 with a 5.547% interest rate. All principal and accrued interest is due to the City in 10 years. URA may pay all or any portion of the loan at any time without penalty. The loan amount outstanding as of December 31, 2007 is $120,000. Accrued interest on the above loans has not been recorded since it is uncertain as to the frequency of when the projects will be able to make payments against the note. 66 City of Fort Collins Comprehensive Annual Financial Report C. Capital Assets A summary of changes in capital asset activity for the year ended December 31, 2007 follows: Balance, Balance, Beginning End of Year Additions Transfers Deletions of Year Primary Government: Governmental activities Capital assets, not being depreciated: Land, water rights, other $ 102,354 $ 7,780 $ 84 ( 3,589 ) $ 106,629 Street system infrastructure 294,552 10,342 - - 304,894 Construction in progress 36,195 32,931 ( 63,119 ) ( 739 ) 5,268 Total capital assets, not being depreciated 433,101 51,053 ( 63,035 ) ( 4,328 ) 416,791 Capital assets, being depreciated: Buildings and improvements 82,968 253 58,021 ( 474 ) 140,768 Improvements other than buildings 66,090 2,972 581 - 69,643 Machinery and equipment 50,582 2,858 4,433 ( 2,641 ) 55,232 Total capital assets being depreciated 199,640 6,083 63,035 ( 3,115 ) 265,643 Less accumulated depreciation for: Buildings and improvements ( 22,027 ) ( 2,279 ) - 304 ( 24,002 ) Improvements other than buildings ( 29,569 ) ( 3,025 ) - - ( 32,594 ) Machinery and equipment ( 29,499 ) ( 4,236 ) - 2,258 ( 31,477 ) Total accumulated depreciaition ( 81,095 ) ( 9,540 ) - 2,562 ( 88,073 ) Total capital assets being depreciated, net 118,545 ( 3,457 ) 63,035 ( 553 ) 177,570 Governmental activities capital assets, net 551,646 47,596 - ( 4,881 ) 594,361 Business-type activities Capital assets, not being depreciated: Land, water rights, other 55,374 2,363 501 ( 14 ) 58,224 Construction in progress 22,143 14,179 ( 11,189 ) ( 2 ) 25,131 Total capital assets, not being depreciated 77,517 16,542 ( 10,688 ) ( 16 ) 83,355 Capital assets, being depreciated: Buildings and improvements 238,939 229 ( 17,467 ) ( 558 ) 221,143 Improvements other than buildings 367,329 12,034 26,023 ( 897 ) 404,489 Machinery and equipment 49,879 1,671 2,132 ( 3,903 ) 49,779 Total capital assets being depreciated 656,147 13,934 10,688 ( 5,358 ) 675,411 Less accumulated depreciation for: Buildings and improvements ( 74,467 ) ( 3,918 ) 11,997 496 ( 65,892 ) Improvements other than buildings ( 134,192 ) ( 11,342 ) ( 11,518 ) 765 ( 156,287 ) Machinery and equipment ( 39,759 ) ( 2,424 ) ( 479 ) 3,842 ( 38,820 ) Total accumulated depreciation ( 248,418 ) ( 17,684 ) - 5,103 ( 260,999 ) Total capital assets being depreciated, net 407,729 ( 3,750 ) 10,688 ( 255 ) 414,412 Business-type activities capital assets, net $ 485,246 $ 12,792 $ - $ (271)$ 497,767 (amounts expressed in thousands) City of Fort Collins Comprehensive Annual Financial Report 67 Beginning Additions Deletions End of Year of Year (amounts expressed in thousands) Component Unit: Capital Assets; not being depreciated: Land $ 802 $ 200 $ - $ 1,002 Capital assets being depreciated: Buildings and improvements 2,337 750 - 3,087 Improvements other than buildings 33 - - 33 Total capital assets being depreciated 2,370 750 - 3,120 Less accumulated depreciation for: Buildings and improvements (925) (310) - (1,235) Improvements other than buildings (25) (2) - (27) Total accumulated depreciation (950) (312) - (1,262) Total capital assets being depreciated, net 1,420 438 - 1,858 Component unit capital assets, net $ 2,222 $ 638 $ - $ 2,860 Depreciation expense was charged to functions / programs of the primary government as follows: Governmental Business-Type Activities Activities (amounts expressed in thousands) General government $ 941 $ - Public safety - police & judicial 1,358 - Cultural, library, & recreation services 3,426 - Transportation services 3,592 - Capital assets held by the City's internal service funds used for governmental activities 223 - Light & Power - 6,463 Water - 5,600 Wastewater - 2,818 Storm Drainage - 2,261 Non-major Enterprise funds - Golf - 314 Capital assets held by the City's internal service fund used for business-type activities - 228 Total depreciation expense 9,540 17,684 Less capital assets held by the City's internal service funds 223 228 Depreciation expense excluding internal service funds $ 9,317 $ 17,456 68 City of Fort Collins Comprehensive Annual Financial Report Transfers are primarily used to 1) move revenues from the fund with collection authorization (e.g. Sales and Use Tax Fund) to the General Fund for overall operating expenditures and the Transportation Services, Capital Projects and Natural Areas Fund for dedicated voter approved programs and projects, and 2) move unrestricted general fund revenues to finance various programs that the government must account for in other funds in accordance with budgetary authorizations, including amounts provided as subsidies or matching funds for various grant programs. E. Long-term Obligations The City utilizes various types of debt and other long-term obligations in conducting its business. The following describes the various bonds and other types of financing used by the City and its component unit. General Obligation Bonds: The City issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. General obligation bonds have been issued for both governmental and business-type activities. As of December 31, 2007, only the business-type general obligation bonds for the Water fund in the amount of $5,000,000 were outstanding. Revenue Bonds: When issuing revenue bonds for the construction of capital assets, the City pledges specific revenue that is generally derived from operations related to the acquired/constructed asset to pay the debt service. The City issues revenue bonds for both governmental and business-type activities. As of December 31, 2007, the City had $3,341,863 of tax revenue bonds outstanding for governmental activities and $90,602,490 of revenue bonds outstanding for business-type activities. Sales and use tax and highway users tax revenues and reserves are pledged for the governmental debt. The business-type debt is secured by operating revenues of the related enterprise funds. Certificates of Participation and Assignment of Lease Payments: Through the Fort Collins Leasing Corporation, the City issues certificates of participation (COPs) and assignments of lease payments (ALPs) for the acquisition and construction of major capital facilities and improvements. The debt is secured by the constructed facilities and improvements. Debt service payments are made from the rents collected by the Leasing Corporation based upon lease agreements between the City and the Leasing Corporation. As of December 31, 2007, the City had $59,047,430 and $3,948,570 of COPs/ALPs outstanding for governmental and business-type activities, respectively. Capital Leases: The City also enters into lease agreements as a lessee for financing the acquisition of land, various machinery and equipment for both governmental and business-type activities. The capital assets acquired from the lease agreements are included with capital assets and the amortization of leased equipment is included with depreciation in the financial statements. These lease agreements qualify as capital leases for accounting purposes and therefore, have been reflected at the present value of their future minimum lease payments as of the inception D. Interfund Transfers: Trans- portation Capital Nonmajor Light and Internal General Services Projects Governmental Power Service Total Transfer out: Governmental Funds General $ - $ 4,328,746 $ 577,981 $ 11,507,803 $ 25,000 $344 3,893,$ 20,332,874 Sales and Use Tax 59,043,431 5,798,943 5,859,829 7,026,888 - - 77,729,091 Transportation Services - - 2,924,529 1,886,473 - - 4,811,002 Capital Projects - - - 1,591,842 - - 1,591,842 Nonmajor Governmental 707,115 - 9,555,231 1,856,009 - - 12,118,355 Proprietary Funds Storm Drainage - 115,940 - - - - 115,940 Internal Service 26,954 37,861 - - - - 64,815 Total transfers in $ 59,777,500 $ 10,281,490 $ 18,917,570 $ 23,869,015 $ 25,000 $344 3,893,$ 116,763,919 Transfers In: City of Fort Collins Comprehensive Annual Financial Report 69 date. The City had $2,602,170 and $489,272 of capital leases outstanding as of December 31, 2007, for governmental and business-type activities, respectively. Cost of all capital assets holding at year end that have been acquired under capital leases. URA Loan Payments: A loan agreement between the Fort Collins Urban Renewal Authority and the City of Fort Collins for funding projects in the North College Urban Renewal Plan Area was entered into in 2006. The City loaned the URA $150,000 with a 5.547% interest rate. All principal and accrued interest is due to the City in 10 years. URA may pay all or any portion of the loan at any time without penalty. The loan amount outstanding as of December 31, 2007 is $120,000. DDA Tax Increment Revenue Bonds: The tax increment bonds are serviced by the component unit, Downtown Development Authority, and are secured by tax increment property taxes. The bonds were issued in 2004 and 2007, and will mature in 2011. The Downtown Development Authority had $9,690,000 of tax increment revenue bonds outstanding as of December 31, 2007. Governmental Activities Business Type Activities Balance, End of Year Balance, End of Year Land, water rights, other $ 519,409 $ - Buildings and Improvemts 351,930 - Machinery and equipment 8,634,548 1,126,896 $ 9,505,887 $ 1,126,896 70 City of Fort Collins Comprehensive Annual Financial Report The following tables display the debt service requirements to maturity for the obligations described: Year Ending December 31 Principal Interest Principal Interest Total 2008 $ - $ - $465 2,$ 136 $601 2, 2009 - - 2,535 70 2,605 $ - $ - $000 5,$ 206 $206 5, Year Ending December 31 Principal Interest Principal Interest Total 2008 $ 1,092 $260 $173 9,$ 4,543 $068 15, 2009 1,265 88 9,379 4,137 14,869 2010 315 43 8,811 3,442 12,611 2011 330 30 7,334 2,767 10,461 2012 340 15 7,643 2,458 10,456 2013-2017 - - 33,796 7,569 41,365 2018-2022 - - 13,970 1,469 15,439 2023-2027 - - 425 71 496 2028-2032 - - 72 7 79 $ 3,342 $436 $603 90,$ 26,463 $844 120, Year Ending December 31 Principal Interest Principal Interest Total 2008 $ 3,005 $688 2,$120 $ 64 $877 5, 2009 3,115 2,578 125 59 5,877 2010 3,125 2,446 110 55 5,736 2011 3,230 2,323 130 50 5,733 2012 3,390 2,178 135 45 5,748 2013-2017 19,265 8,531 870 133 28,799 2018-2022 13,660 4,361 225 4 18,250 2023-2027 9,555 1,265 - - 10,820 $ 58,345 $370 26,$715 1,$ 410 $840 86, Business-Type Activities Business-Type Activities Certificates of Participation Payments Governmental Activities Governmental Activities General Obligation Bonds (amounts expressed in thousands) Revenue Bonds Governmental Activities Business-Type Activities City of Fort Collins Comprehensive Annual Financial Report 71 The following tables display the debt service requirements to maturity for the obligations described: Year Ending December 31 Principal Interest Principal Interest Total 2008 $ 37 $ 33 $ 116 $105 $291 2009 38 31 122 100 291 2010 40 29 128 94 291 2011 42 28 134 88 292 2012 44 26 140 81 291 2013-2017 253 95 803 302 1,453 2018-2022 248 30 791 95 1,164 $ 702 $ 272 $ 2,234 $865 $ 4,073 Year Ending December 31 Principal Interest Principal Interest Total 2008 $ 799 $ 119 $ 132 $ 20 $ 1,070 2009 718 83 126 14 941 2010 537 51 116 8 712 2011 467 25 79 3 574 2012 81 1 36 1 119 $ 2,602 $ 279 $ 489 $ 46 $ 3,416 Year Ending December 31 Principal Interest Principal Interest Total 2008 $ 30 $ 7 $ - $ - $ 37 2009 30 5 - - 35 2010 30 3 - - 33 2011 30 2 - - 32 $ 120 $ 17 $ - $ - $137 Year Ending December 31 Principal Interest Total 2008 $ 2,270 $453 $ 2,723 2009 2,375 350 2,725 2010 2,480 240 2,720 2011 2,565 124 2,689 $ 9,690 $167 1,$857 10, Component Unit DDA - Tax Increment Bonds Governmental Activities Business-Type Activities Capital Lease Payments Governmental Activities Business-Type Activities URA Loan Payments Governmental Activities Business-Type Activities Assignment of Lease Payments (amounts expressed in thousands) 72 City of Fort Collins Comprehensive Annual Financial Report General long - term obligations of the primary government at December 31, 2007 is comprised of the following: Date Description/Interest Rates Maturity Original Outstanding Issued Dates Balance Balance Bonds Service by Transportation Services Fund through the City Debt Service Fund (secured by highway users tax revenues and reserves) 1998 Highway Users Tax Revenue Refunding Bonds (3.2-4.50%) 2012 $ 3,399,729 $ 1,441,863 Bonds Serviced by Sales and Use Tax Fund through the City Debt Service Fund (secured by sales and use tax revenues and reserves) 2003 Sales and Use Tax Revenue Refunding Bonds (2.0-3.25%) 2009 5,730,000 1,900,000 COPs / ALPs serviced by General Fund and General Improvement District No. 1 Fund through the Fort Collins Capital Leasing Corporation Debt Service Fund 2004 Lease Certificates of Participation (3.00 - 5.375%) 2026 48,650,000 45,465,000 2007 Lease Certificates of Participation (3.860%) 2018 14,595,000 12,880,000 2001 Assignment of Lease Payments - Police (4.70%) 2021 890,000 702,430 Unamortized premium on bonds 1,442,418 Amortized loss on bond refunding (4,505) Other Obligations of Governmental Funds 2006 Advance from Storm Drainage to URA (5.547%) 2016 150,000 120,000 N/A Capital lease obligations (secured by leased equipment) 2012 N/A 2,592,180 N/A Accrued compensated absences N/A N/A 3,727,932 Other Obligations of Internal Service Fund used by Governmental Activities N/A Capital lease obligations (secured by leased equipment) 2009 N/A 9,990 N/A Accrued compensated absences N/A N/A 188,706 N/A Net pension obligation N/A N/A 1,443,775 N/A Claims Payable N/A N/A 6,456,340 Total $ 78,366,129 Component unit long - term debt at December 31, 2007, is comprised of the following obligations: Bonds Serviced by Downtown Development Authority Debt Service Fund 2004 Subordinate Tax Increment Revenue Bonds (3.35-4.40%) 2011 $ 6,235,000 $ 5,075,000 (secured by tax increment property taxes) 2007 Subordinate Tax Increment Revenue Bonds (5.268-5.554%) 2011 5,700,000 4,615,000 (secured by tax increment property taxes) Unamortized premium on bonds N/A N/A - Other Obligations – Component Unit N/A Accrued compensated absences N/A N/A 29,355 Total $ 9,719,355 City of Fort Collins Comprehensive Annual Financial Report 73 Business-type long-term obligations at December 31, 2007 consists of the following: Date Description/Interest Rates Maturity Original Outstanding Issued Dates Balance Balance Bonds, COPs, and ALPs, serviced by Enterprise Funds Water Fund (general obligation water bonds secured by full faith and credit of the City) 1997 Water Revenue Bond (3.80-5.30%) 2017 $ 10,125,300 $ 5,700,291 1998 Water Revenue Refunding and Improvement Bonds (3.00-4.75%) 2018 31,580,000 20,170,000 1999 Water Revenue Bond (3.28-5.25%) 2019 4,998,395 3,200,822 2002 General Obligation Water Refunding Bonds (2.25-2.75%) 2009 19,255,000 5,000,000 2003 Subordinate Water Revenue Bonds (5.025% ) 2030 2,476,446 2,200,391 Storm Drainage Fund (secured by storm drainage revenues) 1999 Storm Drainage Revenue Bonds (4.50-5.25%) 2019 19,980,000 1,700,000 2001 Storm Drainage Revenue Bond (4.50-5.25%) 2021 9,845,000 7,265,000 2002 Storm Drainage Revenue Refunding Bonds (2.25-3.00%) 2008 2,765,000 860,000 2002 Storm Drainage Revenue Bonds (4.38-5.00%) 2022 12,300,000 10,135,000 2007 Storm Drainage Revenue Refunding Bonds (4.086%) 2019 15,945,000 15,945,000 2007 Storm Drainage Revenue Refunding Bonds (4.086%) 2017 3,360,000 3,360,000 Golf Fund (secured by golf revenue) 2007 Lease Certificates of Participation (3.860%) 2018 1,715,000 1,715,000 2001 Assignment of Lease Payments (4.70%) 2021 2,830,000 2,233,570 Wastewater Fund (secured by sewer revenue) 1992 Sewer Revenue Bond (5.0-6.0%) 2014 24,540,580 8,960,986 2000 Sewer Revenue Bonds (4.5-5.5%) 2020 5,665,000 4,305,000 2005 Sewer Revenue Refunding Bonds (3.5 - 4.0%) 2010 11,415,000 6,800,000 374,597 Unamortized loss on bond refundings (1,420,156) Unamortized discount on bonds (173,779) Other Obligations of Enterprise Funds N/A Capital lease obligations (secured by leased equipment) 2012 N/A 489,272 N/A Accrued compensated absences N/A N/A 1,316,769 Other Obligations of the Internal Service Fund used by Business-type Activities N/A Accrued compensated absences N/A N/A 353,260 Total $023 100,491, Unamoritized premium on bonds 74 City of Fort Collins Comprehensive Annual Financial Report The City is in compliance with all significant limitations and restrictions. The City is maintaining all reserves required by ordinances and agreements with other third parties. Within the governmental funds, these reserves are being maintained in debt service and special revenue funds as required by ordinances or agreements. Certificates of participation issued by the Fort Collins Capital Leasing Corporation are payable from rents collected under a lease agreement between the City and the Leasing Corporation. General obligation water bonds, payable from revenues of the Water Fund are secured by the full faith and credit of the City. Defeasance of Debt The City has defeased certain bonds in the prior years by placing the proceeds of new bonds in irrevocable trusts to provide for all future debt service payments on the defeased bonds. The trust accounts' assets and the liability for the defeased bonds are not included in the City's financial statements. At December 31, 2007, $2,400,000 of sales & use tax bonds, and $12,265,000 of storm drainage refunding bonds are considered defeased. The net present value benefit of the sales & use tax bond refunding is $578,005 and $875,125 on the storm drainage refunding. The net change in cash flows is $58,791 and $398,104 the sales & use tax bond refunding and storm drainage refunding respectively. Conduit Debt Obligations From time to time, the City has issued Industrial Development Revenue Bonds to provide financial assistance to private-sector entities for the acquisition and construction of industrial and commercial facilities deemed to be in the public interest. The bonds are secured by sources external to the City and are payable solely from payments received from outside parties. The City is not obligated in any manner for repayment of the bonds. Accordingly, the bonds are not reported as liabilities in the accompanying financial statements. As of December 31, 2007, there were 20 series of Industrial Development Revenue Bonds outstanding, with an estimated aggregate principal amount payable of $63.4 million. Operating Leases The City leases various facilities under operating leases, which are cancelable within one year. Costs for these leases in 2007 were $185,471. City of Fort Collins Comprehensive Annual Financial Report 75 Changes in long-term liabilities Long-term liability activity for the year ended December 31, 2007 was as follows: Beginning Ending Due Within Balance Additions Reductions Balance One Year Primary Government: Governmental Activities Bonds, COPS, and ALPs: Tax revenue bonds $ 4,579,464 $ - $ (1,237,601) $ 3,341,863 $ 1,091,863 Fort Collins Leasing Corporation Certificates of participation 60,190,000 12,880,000 (14,725,000) 58,345,000 3,005,000 Assignment of lease payments 737,360 - (34,930) 702,430 36,605 Total bonds, COPS and ALPS 65,506,824 12,880,000 (15,997,531) 62,389,293 4,133,468 Add other financing sources (bond premium) 1,549,266 - (106,848) 1,442,418 106,848 Less other financing uses (bond discount and deferred loss on refundings) (88,167) 57,303 26,359 (4,505) (24,204) Total bonds, COPs and ALPs 66,967,923 12,937,303 (16,078,020) 63,827,206 4,216,112 Other Liabilities: Advance from Storm Drainage to URA 150,000 - (30,000) 120,000 - Capital leases 2,814,989 742,845 (955,664) 2,602,170 799,069 Compensated absences 3,671,855 3,458,142 (3,213,359) 3,916,638 3,916,638 Claims payable 6,306,924 14,365,990 (14,216,574) 6,456,340 2,651,250 Net pension obligation 643,536 800,239 - 1,443,775 1,443,775 Total other liabilities 13,587,304 19,367,216 (18,415,597) 14,538,923 8,810,732 Governmental activities long-term liabilities $ 80,555,227 $ 32,304,519 $ (34,493,617) $ 78,366,129 $ 13,026,844 Business-Type Activities Bonds, COPS, and ALPs: G.O. & revenue bonds $ 106,425,703 $ 19,305,000 $ (30,128,213) $ 95,602,490 $ 11,568,031 Fort Collins Leasing Corporation Certificates of participation 1,715,000 1,715,000 (1,715,000) 1,715,000 120,000 Assignment of lease payments 2,344,640 - (111,070) 2,233,570 116,395 110,485,343 21,020,000 (31,954,283) 99,551,060 11,804,426 Add bond premium 409,001 - (34,404) 374,597 34,404 Less bond discount and deferred loss on refundings (1,717,974) (357,160) 481,199 (1,593,935) (255,006) Total bonds, COPs and ALPs 109,176,370 20,662,840 (31,507,488) 98,331,722 11,583,824 Other Liabilities: Capital leases 300,295 324,740 (135,763) 489,272 131,694 Compensated absences 1,507,965 1,938,939 (1,776,875) 1,670,029 1,670,029 Total other liabilities 1,808,260 2,263,679 (1,912,638) 2,159,301 1,801,723 Business-type activities long-term liabilities $ 110,984,630 $ 22,926,519 $ (33,420,126) $ 100,491,023 $ 13,385,547 Component Unit: Bonds: Tax revenue bonds $ 6,235,000 $ 5,700,000 $ (2,245,000) $ 9,690,000 $ 2,270,000 Total bonds 6,235,000 5,700,000 (2,245,000) 9,690,000 2,270,000 Compensated absences 14,298 35,817 (20,760) 29,355 29,355 Component unit long-term liabilities $ 6,249,298 $ 5,735,817 $ (2,265,760) $ 9,719,355 $ 2,299,355 76 City of Fort Collins Comprehensive Annual Financial Report Compensated Absences for Governmental Activities The General Fund is primarily used to liquidate the liability for compensated absences. Internal service funds, except for the Utility Customer Service and Administration Fund, predominantly serve the governmental funds. Accordingly, long-term liabilities for these funds are included as part of the above totals for governmental activities. Long-term liabilities of the Utility Customer Service and Administration internal service fund are included as part of the totals for the business-type activities on the proceeding page. Designated Fund Balances Designations of fund balances represent the City’s intent to use assets for specific future purposes. These designations are eliminated for citywide reporting. NOTE IV. OTHER INFORMATION A. Risk Management Property, Liability, and Workers Compensation The City self-insures a portion of its comprehensive automobile liability, general liability, police liability, and public official liability exposures as well as damage or destruction of property. The City utilizes the Self-Insurance Fund (an internal service fund) to finance and account for risks of property and liability loss. The City purchases property insurance that has a $50,000 deductible for most causes of loss including earthquake and flood. Special flood hazard areas of 100 year flooding, as defined by FEMA have a deductible of 5% of the total insurable value at each location, subject to a minimum of $500,000 at any one occurrence. Crime and boiler & machinery coverage has a $10,000 deductible. Vehicles have a $100,000 deductible. In 2007, the City purchased liability insurance through an insurance broker, Arthur J. Gallagher. This policy has a $500,000 deductible for all types of liability claims. Coverage limits are as follows: General, Auto, & Law Enforcement Liability – $3 million/occurrence, $6 million aggregate Public Official Liability - $3 million/each wrongful act, $6 million aggregate. Designations by Fund and Type December 31, 2007 General Sales and Use Tax Transportation Services Capital Projects Other Governmental Capital Projects $ 4,392,179 $ 274,105 $ 241,861 $ 25,808,935 $ 13,098,858 Buildings and Improvements 2,350,000 8,059,589 - - 160,000 Operations and Maintenance - - 843,358 - 288,295 Public Safety Equipment Replacement 980,000 - - - - MIS Equipment Replacement 517,000 - - - - Affordable Housing 98,993 - - - - Economic Vitality 363,070 - - - - Civic Center Development 2,000,000 - - - - Capital Expansion - - - - 13,117,506 Equipment Replacement - - - - 1,534,255 Total designations $ 10,701,242 $ 8,333,694 $ 1,085,219 $ 25,808,935 $ 28,198,914 City of Fort Collins Comprehensive Annual Financial Report 77 Workers’ Compensation losses are self-insured up to $400,000 per occurrence. Employees in the Electrical Utility function are self-insured up to $750,000 per occurrence. An excess policy providing limits mandated by the State of Colorado provides coverage above the self-insured retention. In 2007, the Downtown Development Authority, a component unit, purchased general and public official liability insurance policies from private insurance companies. The general liability policy has no deductible, the public official liability policy has a $2,500 deductible and the employment related practice claims have a $1,000 deductible. Coverage limits are as follows: General Liability – $500,000/occurrence, $1 million aggregate Public Official Liability - $500,000/occurrence, $500,000 aggregate. During 2007, there were no changes in insurance coverage from the prior year. During 2007, Poudre Fire Authority, a joint venture, also insured itself against workers’ compensation losses by purchasing a policy with statutory limits from a private insurance company. Employee Health and Illness The City and the component unit self-fund their employees for comprehensive major medical benefits under two health plan options, up to an aggregate lifetime benefit maximum of $2 million per participant. The two options include one low Preferred Provider Options (PPO) and one high Preferred Provider Options (PPO). The Benefits Fund (an internal service fund) is utilized to finance and account for medical risks of loss. Stop-loss coverage of $120,000 per occurrence is retained as excess risk coverage. During the past three years, there have been 22 claims that have exceeded the stop-loss limit. Funding and Claims Liabilities All funds or employees of the City, as applicable, participate in the above risk management programs. Charges to City funds for these services are based on estimates of the amounts needed to pay claims and establish reserves for catastrophic losses. Claims liabilities for the Self-Insurance and Benefits Funds as of December, 31, 2007, amount to $5,044,058 and $1,412,282 respectively. These claims were determined on an actuarial basis, and reflect the Governmental Accounting Standards Board (GASB) Statement No. 10 requirement that a liability for claims be reported, if information prior to the issuance of the City's financial statements indicates that it is probable that a liability has been incurred at December 31, and the amount of the loss can be reasonably estimated. The liability of $5,044,058 for the Self Insurance Fund is discounted at 4% and reflects an 80% confidence level factor. The discount refers to the full or undiscounted amount reduced for future investment earnings that can be generated on funds held between the date of valuation and the date of the final payment of claims. Changes in claims liabilities amounts for 2005, 2006 and 2007 are as follows: Self-Insurance Fund Benefits Fund Claims payable-- December 31, 2005 $ 5,973,385 $ 1,263,333 Claims & changes in estimates 391,108 12,633,032 Claim payments (1,533,508) (12,420,426) Claims payable-- December 31, 2006 4,830,985 1,475,939 Claims & changes in estimates 2,193,630 12,172,360 Claim payments (1,980,557) (12,236,017) Claims payable-- December 31, 2007 $ 5,044,058 $ 1,412,282 78 City of Fort Collins Comprehensive Annual Financial Report Insurance Recoveries The City of Fort Collins recovered $67,117 from 3rd party sources for damages caused to city owned property. B. Employee Retirement Systems and Pension Plans General Employees' Retirement Plan Plan Description All permanent, classified, non-uniformed employees hired before January 1, 1999 are eligible to be members of the General Employees' Retirement Plan (the Plan), a single-employer defined benefit plan. Employees hired after January 1, 1999 are only eligible to participate in the Money Purchase Plan explained on page 81. The benefits and refunds of the General Employees’ Retirement Plan are recognized when due and payable in accordance with the terms of the plan. The Plan is accounted for in the General Employees' Retirement Plan Pension Fund (a pension trust fund). Separate financial statements are not issued for the Plan. As of January 1, 2007, employee membership data related to the Plan was as follows: Retirees and beneficiaries currently receiving benefits--159; vested terminated employees--131; active plan participants--235 Benefits vest 40% after 2 years of credited service and 20% for each year thereafter until 100% is attained after 5 years. Employees who retire at or after age 65 with 5 years of credited service are entitled to an annual retirement benefit, payable monthly for life, in an amount equal to 1-1/2% of final average monthly compensation multiplied by years of credited service. Final average monthly compensation is the highest average of the considered compensation during 60 consecutive full calendar months out of the last 120 calendar months of credited service. A member is eligible for an early retirement benefit after age 55 and completion of 2 years of credited service. The monthly benefit, payable for life, is equal to the vested portion of the normal retirement benefit based on credited service and compensation at early retirement, reduced by 1/180th for each of the first 60 months and 1/360th for each additional month by which payments commence prior to normal retirement date. The Plan also provides for death and disability benefits. The entire cost of the Plan is paid by the City as established or amended by City Council. A death benefit of approximately 50% of the member's vested accrued benefit at the date of death is payable to the employee's spouse for life beginning on the first day of the month following the later of the date of death or the date the member would have been age 55. The spouse may elect to receive the actuarial equivalent lump-sum payment. If the member was not married, the beneficiary or estate would receive the actuarial single-sum payment of the benefit. A change in the plan assumptions was approved the General Employees Retirement Plan Board. The actuarial cost method changed from the Aggregate cost method to the Entry Age Normal method. Annual Pension Cost The costs of the Plan are derived by making certain specific assumptions as to the rates of interest and mortality, which are assumed to hold for many years into the future. Since actual experience may differ somewhat from the assumptions, the costs determined by the valuation must be regarded as estimates of the true costs of the Plan. A schedule of Funding Progress for the General Employees’ Retirement Plan is not required because it uses the aggregate actuarial cost method, where actuarial accrued liabilities are not identified or separately amortized. They are amortized through normal cost. Three year historical information of the General Employees’ Retirement Plan is presented to help users assess the plan’s status on a going concern basis, assess progress made in accumulating assets to pay benefits when due, and make comparisons with other public employee retirement systems. City of Fort Collins Comprehensive Annual Financial Report 79 CALCULATION OF NET PENSION OBLIGATION AND PENSION COST (As required by GASB No. 27) Annual Net Pension Net Pension Increase Required Obligation Interest on Amorti- Annual Actual Obligation (Decrease) Plan Contribution (NPO) as NPO to zation ARC Pension Employer at End Net Pension Year (ARC) of January 1 End of Year Factor Adjustment Cost (APC) Contribution of Year Obligation 2005 $ 1,397,352 $ (959,840) $ (71,988)7 $ (145,391) $ 1,470,755 $ 739,281 $ (228,366) $ 731,474 2006 1,761,893 (228,366) (17,127) 6 (36,315) 1,781,081 909,179 643,536 871,902 2007 1,725,108 643,536 48,265 6 106,440 1,666,933 866,694 1,443,775 800,239 % of Annual Annual Plan Pension Employer Pension Year Cost Contribution Cost 2005 $ 1,470,755 $ 739,281 50% 2006 1,781,081 909,179 51% 2007 1,666,933 866,694 52% (*) Unaudited. SCHEDULE OF EMPLOYER CONTRIBUTIONS 80 City of Fort Collins Comprehensive Annual Financial Report ASSETS Current Assets Cash and cash equivalents $ 3,923,873 Receivables Interest 170,447 Investments, at fair value U S Government securities 16,423,970 Mutual funds 25,253,992 Total Investments, at fair value 41,677,962 Securtiy lending collateral 9,676,107 Total Assets 55,448,389 LIABILITIES Current Liabilities Accrued expenses 1,535 Obligations under security lending 9,676,107 Total Liabilities 9,677,642 NET ASSETS Held in trust for pension benefits 45,770,747 Total Net Assets $ 45,770,747 ADDITIONS Contributions Employer contributions $ 866,694 Employee contributions - Other 206 Total Contributions 866,900 Investment income Interest related to plan investments 706,649 Interest related to employee loans - Net change in fair value of investments 4,371,272 Total Investment Income 5,077,921 Securities lending income 441,594 Less securities lending expenses 431,053 Net income from securities lending activities 10,541 Net Investment Income 5,088,462 Total Additions $ 5,955,362 DEDUCTIONS Benefit payments 2,483,503 Administration 23,297 Total Deductions 2,506,800 Net Increase 3,448,562 Net Assets Held In Trust for Retirement Benefits Beginning of year 42,322,185 End of Year $ 45,770,747 General Employees Retirement Plan Statement of Net Assets General Employees Retirement Plan Statement of Changes in Net Assets City of Fort Collins Comprehensive Annual Financial Report 81 Contributions and Reserves The Plan's funding policy provides for actuarially determined periodic rates determined by the aggregate actuarial cost method. Under this method, the entire cost of an employee's projected benefits are assigned to past, present and future periods. Contributions are based on the actuarially determined rates. For 2007, the City contributed 4.50% of covered pay to the Plan; this amounted to $866,694. The authority for establishing or amending the obligation to make contributions rests with City Council. Costs of administering the Plan are all financed from contributions and earnings of the Plan. The entire balance of the Plan's net assets available for benefits as of December 31, 2007, is $45,770,541 all of which is reserved for benefits of employees and beneficiaries. Concentrations Investment in mutual funds exceeding 5% of the net assets of the plan are as follows: American Amcap Fund - 5.95%, Brandywine - 5.99%, Fidelity Value Fund - 7.31%, Julius Bear International - 5.96%, Meridian Value Fund - 5.73%, Mutual Shares Fund - 6.43%, T. Rowe Price International - 7.30%, and T. Rowe Price New Asia - 7.36%. Money Purchase Plan 401(a) The City offers its employees a defined contribution money purchase plan. Classified employees were offered the plan for the first time in 1995. In a defined contribution plan, benefits depend solely on amounts contributed to the plan plus investment earnings. Employees are eligible to participate six months from the date of employment. The plan requires both employer and employees to contribute amounts ranging from 3% to 10% (depending on job classification) of base salary each pay period. Contributions made by the City are not taxable to the employee until they are withdrawn. Employee contributions are made with pre-tax dollars, and the earnings on City and employee contributions are not taxed until withdrawn. Except for certain categories of police personnel, employees are fully vested upon initial participation in the plan. Sworn police officers and emergency service dispatchers, who receive higher contribution rates, are fully vested upon completion of three years of service. Plan provisions and contribution requirements are established and may be amended by City Council. City and employee contributions to the plan were $4,006,338 and $2,564,612, respectively during 2007. Retirement Health Savings Plan (RHS) In 2006 and 2007, the City offered to classified and unclassified management employees the employer-sponsored health benefits savings vehicle that allowed the employee to accumulate assets to pay for medical expenses in retirement on a tax-free basis. As of 12/31/07, that plan has been frozen. There can no longer be any money withheld for this plan. Police Services, through the Collective Bargaining Agreement (CBU), continue to offer a Actuarial plan assumptions: Valuation date: January 01, 2008 Actuarial cost method: Entry Age Normal Amortization method: 10 years, as a level percent of pay. Remaining amortization period: 10 years Asset valuation method: An expected actuarial value is determined equal to the prior year's actuarial value of assets plus cash flow (excluding realized and unrealized gains or losses) for the year ended on the valuation date and assuming a 7.5% interest return. The unrecognized gain or loss is then added to the expected value. Any difference between this amount and the market value of the assets is set up as a gain or loss base and amortized over 5 years. The result is constrained to a value of 80% to 120% of the market value of assets at the valuation date in order to determine the final actuarial value of assets. Investment rate of return: 7.5% (including inflation at 2.5%) Projected pay increases: Ranges from 8.2% at age 25 to 3.5% at age 64 (including inflation at 2.5%) 82 City of Fort Collins Comprehensive Annual Financial Report mandatory RHS plan to collective bargaining unit members only. Both the frozen City plan and the current CBU plan are administered by ICMA-RC. The RHS plan offers triple tax advantage to employees. Employee contributions are made through pre-tax payroll deductions, are invested in ICMA-RC funds and grow tax-free, and monies can be withdrawn tax-free for qualifying expenses. No federal, state or FICA tax will be withheld. Employees cannot change their elections after their initial enrollment. The CBU RHS plan requires a mandatory 1% contribution to be made by all qualifying participants. Once the participant becomes eligible to get reimbursed from their own RHS account, they can turn in receipts to a 3rd party administrator and be reimbursed with tax-free monies. If the employee passes away, the employee’s spouse and dependents are automatically eligible to use the account and are reimbursed on a tax-free basis. City of Fort Collins Comprehensive Annual Financial Report 83 Money Purchase Retirement Health Plan Savings Plan ASSETS Current Assets Cash and cash equivalents $ - $ - Receivables Notes and loans 2,837,516 - Investments, at fair value U S Government securities - - Mutual funds 110,318,844 605,326 Total Investments, at fair value 110,318,844 605,326 Securtiy lending collateral - - Total Assets 113,156,360 605,326 LIABILITIES Current Liabilities Accrued expenses - - Obligations under security lending - - Total Liabilities - - NET ASSETS Held in trust for pension benefits 113,156,360 605,326 Total Net Assets $ 113,156,360 $ 605,326 Money Purchase Retirement Health Plan Savings Plan ADDITIONS Contributions Employer contributions $ 4,006,338 $ - Employee contributions 2,564,612 383,691 Pension conversion & roll-overs 741,329 - Loan repayments 956,008 - Other 923,633 - Total Contributions 9,191,920 383,691 Investment income Interest related to plan investments 984,903 9,069 Interest related to employee loans 597,924 - Net change in fair value of investments 6,458,053 10,166 Total Investment Income 8,040,880 19,235 Net Investment Income 8,040,880 19,235 Total Additions $ 17,232,800 $ 402,926 DEDUCTIONS Benefit payments 8,651,965 20,462 Administration 14,348 1,320 Total Deductions 8,666,313 21,782 Net Increase 8,566,487 381,144 Net Assets Held In Trust for Retirement Benefits Beginning of year 104,589,873 224,182 End of Year $ 113,156,360 $ 605,326 Statement of Net Assets Statement of Changes in Net Assets 84 City of Fort Collins Comprehensive Annual Financial Report Statewide Death and Disability Plan Plan Description The City contributes to the Fire & Police Pension Association (the Plan), a multi-employer cost sharing defined benefit plan covering full-time employees of substantially all fire and police departments in Colorado. Contributions to the Plan are used solely for the payment of death and disability benefits. The Plan was established in 1980 pursuant to Colorado Revised Statutes. All uniformed employees are eligible to be members of the Fire & Police Pension Association. Funding Policy and City Contributions Prior to 1997, the State of Colorado, whose contributions were established by Colorado statute, primarily funded the Plan. The State made a one-time contribution in 1997 of $39,000,000 to fund the past and future service costs for all firefighters and police officers hired prior to January 1, 1997. No further State contributions are anticipated. Members hired on or after January 1, 1997, contribute 2.30% of payroll to this fund. During 2007, the City’s employer and employee contributions were $155,810. This contribution rate increased to 2.6% effective January 1, 2007. It should be noted that this percentage can vary depending on actuarial experience. Benefits Benefits are established by Colorado statute. If a member dies prior to retirement, the surviving spouse is entitled to a benefit equal to 40% of the member’s monthly base salary with an additional 10% of base salary if a surviving spouse has two or more dependent children, or if there are three or more dependent children without a surviving spouse. Benefit entitlement continues until death of the spouse and death, marriage, or other termination of dependency of children. A member who becomes disabled prior to retirement shall be eligible for disability benefits. The benefit is 70% of base salary for cases of total disability. Effective October 1, 2002, the benefit is 50% of base salary for a permanent occupational disability and 40% of base pay for a temporary occupation disability. Benefits paid to members are evaluated and may be re-determined on October 1 of each year. Any increase in the level of benefits cannot increase by more than 3% for any one year. Totally disabled members and their beneficiaries receive an automatic cost of living adjustment each year of 3%. Separately issued financial statements and the related actuarial valuation may be obtained from the Fire & Police Pension Association. C. Commitments/Contingencies Construction Commitments The City had commitments of $5,537,254 for capital projects in governmental fund types and $2,231,754 in proprietary fund types at December 31, 2007. Future expenditures related to these commitments are expected to be financed through available resources and future revenues. Encumbrance Commitments for Proprietary Fund Types The financial statements do not include encumbrances for proprietary fund types. However, encumbrances for these funds are recorded by the City for management and budgetary control purposes. Outstanding encumbrance commitments for the enterprise funds at December 31, 2007 (excluding those relating to capital projects) amounted to $13,649,649. City of Fort Collins Comprehensive Annual Financial Report 85 Street Oversizing Liability The City has contractual liabilities for street oversizing costs with various developers. The developers are required to install certain oversized streets as a condition of subdivision approval. Once the streets are installed and inspected by the City, a liability is recorded for the difference between a normal sized street and the oversized street installed. Because the City has no control over when subdivisions will be developed and the related oversized street completed, the liability for uncompleted oversizing costs has not been reflected in the financial statements. D. Legal Matters Pending Litigation and Grants Various claims and lawsuits are pending against the City. After consideration of applicable insurance policy coverage, and the relative merits of each claim or lawsuit, it is the opinion of the City Attorney and City management that the potential ultimate liability resulting from these actions, if any, will not have a material adverse financial effect on the City. Under the terms of federal and state grants, periodic audits are required and certain costs may be questioned as not being appropriate expenditures under the terms of the grants. Such audits could lead to reimbursement to the grantor agencies. City management believes disallowances, if any, resulting from any such audits would be immaterial. There currently are no material disallowed or questioned costs. Tax, Spending, and Debt Limitations Article X, Section 20, of the State Constitution has several limitations, including those for revenue, expenditures, property taxes, and issuance of debt. These provisions of the Constitution are complex and subject to judicial interpretation. In the opinion of management, the City is in compliance with such provisions. In 1997, the City’s electorate approved the ongoing retention of excess revenue by the City, requiring the excess revenue be spent for specified purposes. This alleviated the need by the City to seek annual approval to retain excess revenue and excess property tax. The City did not exceed the revenue limitation in 2007, and exceeded the property tax limit by $601,490. The excess revenue will be used for the purposes of public health and safety (including, but not limited to environmental monitoring and mitigation), growth management, transportation services, and maintaining and repairing City facilities. E. Related Party Transactions Due to the nature of the relationships, the City has related party transactions with various entities. The following transactions have occurred during 2007: Fort Collins-Loveland Airport Intergovernmental Agreement The Airport is jointly operated under an Intergovernmental Agreement between the City of Fort Collins, Colorado and the City of Loveland, Colorado. Pursuant to the agreement, any needed contributions for annual operating budgets or capital improvements are shared equally by both cities. Also, either City may invest additional funds in the Airport as it sees fit. Since July 3, 1979, ownership of assets vests equally with each City. Assets acquired prior to July 3, 1979 vested one-third with the City of Loveland and two-thirds with the City of Fort Collins. 86 City of Fort Collins Comprehensive Annual Financial Report The agreement provides that if either City does not pay its one-half of agreed expenses in a given year, it will convey to the other City ten percent of its total Airport ownership. Each City contributed $60,000 in 2007 and 2006. Financial Information The Fort Collins-Loveland Municipal Airport is accounted for as a proprietary joint venture. A summary of financial information is as follows: City Share of Net Assets The City’s annual contribution is reflected as another expenditure of the General Fund. The City’s share of Fort Collins-Loveland Airport’s Net Assets and Change in Net Assets are reflected in the City’s Statement of Net Assets and Statement of Activities, respectively. Stand-Alone Financial Statements The stand-alone financial statements for the Fort Collins-Loveland Airport can be obtained from the City of Loveland Finance Department at 500 East Third Street, Loveland, Colorado, 80537. Poudre Fire Authority As mentioned in the summary of significant accounting policies, the City provides funding for PFA. During 2007, such funding amounted to $15,458,040. In addition, the City provided accounting and administrative services to PFA at no charge. Platte River Power Authority The Light and Power Fund purchases all of its electrical power from PRPA. During 2007, these purchases amounted to $57,116,913 of which $4,769,556 is included in accounts payable at December 31, 2007. Total current assets $ 1,363,957 Total capital assets (net of accumulated depreciation) 13,394,043 Total Assets 14,758,000 Total current liabilities (979,325) Total Net Assets $ 13,778,675 Net assets invested in capital assets $ 13,394,043 Unrestricted net assets 384,632 Total Net Assets $ 13,778,675 Total operating revenue $ 877,530 Total operating expenses (1,225,915) Interest Income 32,567 Nonoperating revenue 120,000 Capital contributions 3,115,991 Change in Net Assets $ 2,920,173 As of December 31, 2007 As of December 31, 2007 City of Fort Collins Comprehensive Annual Financial Report 87 Harmony Library The City provides funding for Harmony Library. During 2007, such funding amounted to $711,286. Fort Collins Housing Authority The City allows the Fort Collins Housing Authority (FCHA) to participate in its employee benefit plans and bills the Fort Collins Housing Authority for this coverage. In addition, FCHA also uses the City’s fleet services for vehicle maintenance. During 2007, billings for benefits and services amounted to $72,758. North Front Range Transportation and Air Quality Planning Council The City allows the North Front Range Transportation and Air Quality Planning Council (NFRTAQPC) to participate in its employee benefit plans and bills NFRTAQPC for this coverage. In addition, NFRTAQPC also used the City’s fleet services for vehicle maintenance. During 2007, billings for benefits and services amounted to $598,665. F. Subsequent Event Enforcement Event for an Investment of the Collateral Assigned to the City’s Securities Lending Program. The City authorizes its participation in a securities lending program operated by its custodian, Wells Fargo Bank. The custodian invests the collateral received from the ongoing investment of the City’s securities into short-term investments held by a pool with other public entity clients in accordance with the terms set forth by the contract, City investment policy and the State of Colorado statutes. See Note III, Item A. Deposits and Investments for more background. On January 8, 2008, an enforcement action was declared against Victoria Finance, a structured investment vehicle held by the pool for defaulting on a maturity of a commercial paper investment. The City and four other public entities participate in this pool. The City’s exposure within the pool to this investment is $5.5 million. A collateral agent and creditor’s committee has been assigned to approve an amendment to the underlying financial arrangement for Victoria Finance and complete a restructuring process resulting in a new investment. Market valuations of the assets related to Victoria Finance that are held in the pool are not readily available. In addition, full realization of the principle value of these assets is not readily determinable. The restructuring and valuation of the new investment should be completed by the end of fiscal year 2008. 88 City of Fort Collins Comprehensive Annual Financial Report REQUIRED SUPPLEMENTARY INFORMATION MODIFIED APPROACH FOR CITY STREETS INFRASTRUCTURE CAPITAL ASSETS In accordance with GASB Statement No. 34, the City is required to account for and report infrastructure capital assets. The City has several major infrastructure systems including the street system and various systems that distribute utility services. Each major infrastructure system can be divided into subsystems. For example, the street system can be divided into concrete and asphalt pavements, concrete curb and gutters, sidewalks, medians, streetlights, traffic control devices (signs, signals and pavement markings), landscaping and land. Subsystem detail is not presented in these basic financial statements; however, the City maintains detailed information on these subsystems. The City has elected to use the "Modified Approach" as defined by GASB Statement No. 34 for infrastructure reporting for its Streets Pavement System. Under GASB Statement No. 34, eligible infrastructure capital assets are not required to be depreciated under the following requirements: The City manages the eligible infrastructure capital assets using an asset management system with characteristics of (1) an up-to-date inventory; (2) perform condition assessments and summarize the results using a measurement scale; and (3) estimate annual amount to maintain and preserve at the established condition assessment level. The City documents that the eligible infrastructure capital assets are being preserved approximately at or above the established and disclosed condition assessment level. The City's Pavement Management Program conducts condition assessment surveys on a three year cycle assuring that all data is updated within three year period. City owned streets are classified based on land use, access and traffic utilization into the following three classifications: arterial, collector and local. Each street was assigned a physical condition based on potential defects. A Pavement Condition Index (PCI), a nationally recognized index, was assigned to each street and expressed in a continuous scale from 0 to 100, where 0 is assigned to the least acceptable physical condition and 100 is assigned to the physical characteristics of a new street. The City of Fort Collins is changing its focus from specifying a targeted average condition value to setting a specified Level of Service (LOS). Setting a LOS will allow for a range of funding needs to be determined to assess what funding level best suits the needs of the City in terms of desired LOS and available funding. LOS is a customer-driven measurement of condition. The City of Fort Collins’ goal is to maintain a LOS of “B”. LOS B is a high level of service in which pavements are in good condition, few deficiencies are present, the roads are providing good ride quality, low vehicle operating costs, minor signs of deterioration, and with few safety- related issues. Preventive and corrective maintenance activities can be used to keep the average network condition maintained. As of December 2007 the City’s street system is at a PCI of 79 well within the LOS of “B”. The average detail condition is as follows: Level of service................................................................. PCI Range..............................Average Condition LOS A (best)..................................................................... 100 to 85...............................................Best 34% LOS B (good) ................................................................... 85 to 70............................................. Good 46% LOS C (fair)...................................................................... 70 to 55................................................Fair 17% LOS D (poor).................................................................... 55 to 40.................................................Poor 2% LOS F (worst)................................................................... 40 to 0................................................ Worst 1% The City's next full 3 year assessment cycle will be completed as of December 31, 2009. City of Fort Collins Comprehensive Annual Financial Report 89 REQUIRED SUPPLEMENTARY INFORMATION MODIFIED APPROACH FOR CITY STREETS INFRASTRUCTURE CAPITAL ASSETS (continued) The City's streets are constantly deteriorating resulting from the following five factors; (1) traffic using the streets; (2) the sun's ultra-violet rays drying out and breaking down the top layer of pavement; (3) utility company/private development interests trenching operations; (4) winter freeze/thaw condition and water damage from both natural and other urban runoff; and (5) growth of the existing street system. The City is continuously taking actions to arrest the deterioration through short-term maintenance activities such as crack sealing, pothole patching, street sweeping, and sidewalk repair. The City's expenditures delayed deterioration; however, the overall conditions of the streets were not improved through these maintenance expenditures. The City has estimated that the amount of annual expenditures required to maintain the City's streets at an average PCI rating of 75. A schedule of estimated annual amount calculated to maintain and preserve its streets at the current level compared to actual expenditures for the street maintenance for the last three years is presented below. Year Maintenance Estimate Actual Expenditure 2007 $ 8,777,961 $ 8,352,132 2006 8,435,993 7,735,993 2005 8,044,290 7,744,290 90 City of Fort Collins Comprehensive Annual Financial Report THIS PAGE INTENTIONALLY LEFT BLANK. NONMAJOR GOVeRNMeNTAL FUNDS City of Fort Collins Comprehensive Annual Financial Report 91 blank NON-MAJOR GOVERNMENTAL FUNDS COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES Special Revenue Funds Community Development Block Grant (CDBG) -- to account for revenues received from the federal government which are restricted to financing the City's Community Development Block Grant Program. Home Program -- to account for revenues received from the federal government restricted to financing the City's Home Program. Natural Areas -- to account for dedicated financial resources to be used for the acquisition of natural areas and trails. In addition, some of the fund is used for long-term management of existing natural areas and trails. Capital Expansion -- to account for capital expansion fees collected by the City and various projects funded by those fees. Neighborhood Parkland -- to account for parkland fees used to fund the acquisition, development and administration of neighborhood park and capital improvements. Conservation Trust Fund -- to account for revenues received from the Colorado State Lottery through the State Conservation Trust Fund which are restricted to financing capital projects which relate to the acquisition and development of open space and trails. Cultural Services and Facilities -- to account for revenues received from the Lincoln Center facility, the Fort Collins Museum, performing and visual arts and General Fund subsidies used to promote cultural activities. Recreation -- to account for recreation fees and General Fund subsidies used to provide recreational programs for citizens. Cemeteries -- to account for revenues collected from the sale of burial plots. Perpetual Care -- to account for monies set aside for the maintenance costs of burial plots. Transit Services -- to account for federal grants and other revenues utilized to operate and maintain the City's bus system. Street Oversizing -- to account for street oversizing fees used to pay the City's portion of street oversizing costs. General Improvement District No. 1 -- to account for property taxes and investment earnings used to fund debt service and other activities of the General Improvement District No. 1, a blended component unit. URA operations -- to account for the operations of the Urban Renewal Authority. Debt Service Funds Debt Service -- to account for property taxes and transfers from other funds used to pay general obligation bonds, sales and use tax revenue bonds, and highway users tax revenue bonds. Special Assessments -- to account for amounts received from special assessments used to pay special assessment bond and general obligation bonds payable from special assessments. Fort Collins Leasing Corporation -- to account for rental amounts received from lease payments between the City and the Corporation on municipal buildings and other structures. Monies used to pay certificates of participation issued by the Corporation. URA debt Service -- to account for the receipt of public improvement fees and the payments for the associate debt service 92 City of Fort Collins Comprehensive Annual Financial Report NON-MAJOR GOVERNMENTAL FUNDS COMBINING BALANCE SHEET DECEMBER 31, 2007 Special Revenue Funds Home Natural Capital Neighborhood CDBG Program Areas Expansion Parkland ASSETS Cash and cash equivalents $ - $ 159,823 $ 1,755,617 $ 5,119,595 $ 2,554,377 Investments - - 4,711,765 13,112,373 5,544,455 Cash held by fiscal agent - - 267,457 - - Receivables Property taxes - - - - - Accounts 42,405 6,831 153,950 3,409 1,892 Notes and loans 221,500 1,038,000 - - - Accrued interest - - 52,420 142,546 61,823 Due from other governments - - - - - Total Assets 263,905 1,204,654 6,941,209 18,377,923 8,162,547 LIABILITIES AND FUND BALANCES Liabilities Accounts payable, accruals, and other 238,474 50 362,065 - 4,093 Accrued wages payable 4,208 1,954 71,608 - 10,009 Deferred revenue - - - - - Total Liabilities 242,682 2,004 433,673 - 14,102 Fund Balances Reserved Encumbrances 280,880 101,174 481,271 - 157,198 Long-term notes receivable 221,479 1,038,000 - - - Debt service - - - - - Contractual and other - - 5,000 - - Unreserved Designated - - 2,011,237 18,377,923 - Undesignated (481,136) 63,476 4,010,028 - 7,991,247 Total Fund Balances 21,223 1,202,650 6,507,536 18,377,923 8,148,445 Total Liabilities and Fund Balances $ 263,905 $ 1,204,654 $ 6,941,209 $ 18,377,923 $ 8,162,547 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 93 Special Revenue Funds (continued) Cultural Conservation Services & Perpetual Trust Facilities Recreation Cemeteries Care $ 559,113 $ 766,621 $ 798,856 $ 119,489 $ 430,241 1,216,173 1,684,452 1,780,073 259,216 957,365 - - - - - - - - - - - 54,187 124,225 47,586 9,450 - - - - - 13,634 18,805 19,746 2,821 9,864 - - - - - 1,788,920 2,524,065 2,722,900 429,112 1,406,920 33,873 120,307 154,234 3,172 - 6,788 44,777 144,320 11,543 - - 660,548 - - - 40,661 825,632 298,554 14,715 - 119,775 61,430 158,309 14,735 - - - - - - - - - - - - 463,249 262,724 - - 163,811 60,644 1,921,906 - - 1,464,673 1,113,110 81,407 399,662 1,406,920 1,748,259 1,698,433 2,424,346 414,397 1,406,920 $ 1,788,920 $ 2,524,065 $ 2,722,900 $ 429,112 $ 1,406,920 94 City of Fort Collins Comprehensive Annual Financial Report NON-MAJOR GOVERNMENTAL FUNDS COMBINING BALANCE SHEET (continued) DECEMBER 31, 2007 Special Revenue Funds (continued) General Total Transit Street Improvement URA Special Services Oversizing District No. 1 Operations Revenues ASSETS Cash and cash equivalents $ 193,885 $ 1,938,935 $ 298,138 $ 10,259 $ 14,704,949 Investments 418,708 6,259,584 647,210 31,045 36,622,419 Cash held by fiscal agent - - - - 267,457 Receivables Property taxes - - 246,280 - 246,280 Accounts 1,917,792 2,542 - - 2,364,269 Notes and loans - - - - 1,259,500 Accrued interest 4,701 71,845 7,287 235 405,727 Due from other governments - - 1,877 - 1,877 Total Assets 2,535,086 8,272,906 1,200,792 41,539 55,872,478 LIABILITIES AND FUND BALANCES Liabilities Accounts payable, accruals, and other 356,606 392,074 384 - 1,665,332 Accrued wages payable 143,938 12,967 - - 452,112 Unearned revenue - - 246,280 - 906,828 Total Liabilities 500,544 405,041 246,664 - 3,024,272 Fund Balances Reserved Encumbrances 1,481,021 35,676 - - 2,891,469 Long-term notes receivable - - - - 1,259,479 Debt service - - - - - Contractual and other - - - - 730,973 Unreserved Designated 30,088 5,633,305 - - 28,198,914 Undesignated 523,433 2,198,884 954,128 41,539 19,767,371 Total Fund Balances 2,034,542 7,867,865 954,128 41,539 52,848,206 Total Liabilities and Fund Balances $ 2,535,086 $ 8,272,906 $ 1,200,792 $ 41,539 $ 55,872,478 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 95 Debt Service Funds Fort Collins Total Total Debt Special Leasing URA Debt Debt Non-major Service Assessments Corporation Service Service Governmental $ - $ 255,762 $ - $ 75,316 $ 331,078 $ 15,036,027 - 555,063 - - 555,063 37,177,482 - - - - - 267,457 - - - 292,773 292,773 539,053 - - - - - 2,364,269 - - - - - 1,259,500 - 6,112 - - 6,112 411,839 - - - - - 1,877 - 816,937 - 368,089 1,185,026 57,057,504 - - - - - 1,665,332 - - - - - 452,112 - - - 292,773 292,773 1,199,601 - - - 292,773 292,773 3,317,045 - - - - - 2,891,469 - - - - - 1,259,479 - 816,937 - 75,316 892,253 892,253 - - - - - 730,973 - - - - - 28,198,914 - - - - - 19,767,371 - 816,937 - 75,316 892,253 53,740,459 $ - $ 816,937 $ - $ 368,089 $ 1,185,026 $ 57,057,504 96 City of Fort Collins Comprehensive Annual Financial Report NON-MAJOR GOVERNMENTAL FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES FOR THE YEAR ENDED DECEMBER 31, 2007 Special Revenue Funds Home Natural Capital CDBG Program Areas Expansion REVENUES Taxes $ - $ - $ - $ - Intergovernmental 1,008,055 897,918 3,968,410 - Fees and charges for services - - 27,877 2,540,278 Earnings on investments 1,224 13,887 536,338 1,156,386 Interest on security lending income - - 362,127 675,328 Miscellaneous revenue 69,772 83,382 411,296 - Total Revenues 1,079,051 995,187 5,306,048 4,371,992 EXPENDITURES Current operating Cultural, parks, recreation and environment - - 5,732,211 - Planning and Development 1,076,004 1,092,057 - - Transportation - - - - Other - - - - Security lending interest expense - - 351,323 654,831 Security lending agent fees - - 3,241 6,148 Capital outlay - - 6,621,205 28,520 Debt service Principal - - - - Interest - - - - Total Expenditures 1,076,004 1,092,057 12,707,980 689,499 Excess (Deficiency) of Revenues Over (Under) Expenditures 3,047 (96,870) (7,401,932) 3,682,493 OTHER FINANCING SOURCES (USES) Transfers in - - 6,591,964 - Transfers out - - (2,409,189) (5,412,037) Certificates of Participation COPS issued - - - - Payments to refunded bond escrow agent - - - - Total Other Financing Sources (Uses) - - 4,182,775 (5,412,037) Net Changes in Fund Balances 3,047 (96,870) (3,219,157) (1,729,544) Fund Balances-January 1 18,176 1,299,520 9,726,693 20,107,467 Fund Balances-December 31 $223 21,$ 1,202,650 $ 6,507,536 $923 18,377, See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 97 Special Revenue Funds (continued) Cultural Neighborhood Conservation Services & Perpetual Parkland Trust Facilities Recreation Cemeteries Care $ - $ - $ - $ - $ - $ - - 1,401,363 45,476 73,718 - - 1,013,160 - 1,926,685 4,525,914 373,105 51,857 480,362 107,560 136,302 148,483 85,351 80,782 265,183 79,689 103,445 111,886 - 3,698 60,045 904 227,355 125,302 15,633 - 1,818,750 1,589,516 2,439,263 4,985,303 474,089 136,337 376,850 243,911 3,533,648 6,802,591 590,232 612 - - - - - - - - - - - - - - - - - - 256,443 77,121 100,290 108,573 61,700 3,458 2,622 770 946 994 571 72 832,444 227,333 428,754 184,191 - - - - - - - - - - - - - - 1,468,359 549,135 4,063,638 7,096,349 652,503 4,142 350,391 1,040,381 (1,624,375) (2,111,046) (178,414) 132,195 115,545 - 1,477,838 2,408,305 252,833 - (178,950) (654,685) - - - (65,507) - - - - - - - - - - - - (63,405) (654,685) 1,477,838 2,408,305 252,833 (65,507) 286,986 385,696 (146,537) 297,259 74,419 66,688 7,861,459 1,362,563 1,844,970 2,127,087 339,978 1,340,232 $ 8,148,445 $ 1,748,259 $ 1,698,433 $ 2,424,346 $ 414,397 $ 1,406,920 98 City of Fort Collins Comprehensive Annual Financial Report NON-MAJOR GOVERNMENTAL FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES FOR THE YEAR ENDED DECEMBER 31, 2007 Special Revenue Funds (continued) General Transit Street Improvement URA Services Oversizing District No. 1 Operations REVENUES Taxes $ - $ - $ 228,480 $ - Intergovernmental 2,724,578 - - - Fees and charges for services 867,865 5,835,847 - - Earnings on investments 49,922 346,379 52,529 2,322 Securities lending income 42,676 126,140 38,149 - Miscellaneous revenue 278,874 677,916 - - Total Revenues 3,963,915 6,986,282 319,158 2,322 EXPENDITURES Current operating Cultural, parks, recreation and environment - - - - Planning and Development - - - - Transportation 8,097,561 780,069 - - Other - - 13,008 - Security lending interest expense 41,695 121,690 36,968 - Security lending agent fees 294 1,335 354 - Capital outlay 358,972 919,515 - - Debt service Principal - - - - Interest - - - - Total Expenditures 8,498,522 1,822,609 50,330 - Excess (Deficiency) of Revenues Over (Under) Expenditures (4,534,607) 5,163,673 268,828 2,322 OTHER FINANCING SOURCES (USES) Transfers in 4,995,025 1,813,050 - - Transfers out (53,964) (3,312,418) (31,605) - Certificates of Participation COPS issued - - - - Payments to refunded bond escrow agent - - - - Total Other Financing Sources (Uses) 4,941,061 (1,499,368) (31,605) - Net Changes in Fund Balances 406,454 3,664,305 237,223 2,322 Fund Balances-January 1 1,628,088 4,203,560 716,905 39,217 Fund Balances-December 31 $ 2,034,542 $ 7,867,865 $ 954,128 $ 41,539 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 99 Debt Service Funds Total Fort Collins Total Total Special Debt Special Leasing URA Debt Debt Non-major Revenues Service Assessments Corporation Service Service Governmental $ 228,480 $ - $ - $ - $ 110,230 $ 110,230 $ 338,710 10,119,518 - - 117,419 - 117,419 10,236,937 17,162,588 - - - - - 17,162,588 3,197,827 - 43,772 3,217 3,406 50,395 3,248,222 1,808,321 - - - - - 1,808,321 1,950,479 - - 69,586 - 69,586 2,020,065 34,467,213 - 43,772 190,222 113,636 347,630 34,814,843 17,280,055 - - - - - 17,280,055 2,168,061 - - - - - 2,168,061 8,877,630 - - - - - 8,877,630 13,008 - - 347,177 - 347,177 360,185 1,814,092 - - - - - 1,814,092 17,347 - - - - - 17,347 9,600,934 - - - - - 9,600,934 - 1,057,866 - 1,899,930 30,000 2,987,796 2,987,796 - 290,214 - 2,829,490 8,320 3,128,024 3,128,024 39,771,127 1,348,080 - 5,076,597 38,320 6,462,997 46,234,124 (5,303,914) (1,348,080) 43,772 (4,886,375) 75,316 (6,115,367) (11,419,281) 17,654,560 1,348,080 - 4,866,375 - 6,214,455 23,869,015 (12,118,355) - - - - - (12,118,355) - - - 12,880,000 - 12,880,000 12,880,000 - - - (12,860,000) - (12,860,000) (12,860,000) 5,536,205 1,348,080 - 4,886,375 - 6,234,455 11,770,660 232,291 - 43,772 - 75,316 119,088 351,379 52,615,915 - 773,165 - - 773,165 53,389,080 $ 52,848,206 $ - $ 816,937 $ - $ 75,316 $ 892,253 $ 53,740,459 100 City of Fort Collins Comprehensive Annual Financial Report COMMUNITY DEVELOPMENT BLOCK GRANT FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Current Prior Variance- Year Year Cummulative Positive Actual Actual Actual Budget (Negative) REVENUES Intergovernmental $055 1,008,$ 1,711,167 $ 2,719,222 $ 4,180,592 $ (1,461,370) Earnings on investments 1,224 - 1,224 82,596 (81,372) Miscellaneous revenue 69,772 - 69,772 322,776 (253,004) Total Revenues 1,079,051 1,711,167 2,790,218 4,585,964 (1,795,746) EXPENDITURES 2004-05 Grant 43,634 555,051 598,685 598,685 - 2005-06 Grant 438,967 500,843 939,810 946,543 6,733 2006-07 Grant 548,132 168,618 716,750 735,979 19,229 2007-08 Grant 45,271 - 45,271 1,438,670 1,393,399 Total Expenditures 1,076,004 1,224,512 2,300,516 3,719,877 1,419,361 Net Changes in Fund Balances 3,047 $ 486,655 489,702 $ 866,087 $ (376,385) Fund Balances -- January 1 18,176 18,176 Less Prior Years' Project Revenues (1,711,167) Plus Prior Years' Project Expenditures 1,224,512 Fund Balances--December 31 $223 21,$ 21,223 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 101 HOME PROGRAM FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Current Prior Variance- Year Year Cummulative Positive Actual Actual Actual Budget (Negative) REVENUES Intergovernmental $ 897,918 $ 469,347 $ 1,367,265 $ 2,745,099 $ (1,377,834) Earnings on investments 13,887 - 13,887 - 13,887 Miscellaneous revenue 83,382 93,235 176,617 335,000 (158,383) Total Revenues 995,187 562,582 1,557,769 3,080,099 (1,522,330) EXPENDITURES 2003 Grant 15,000 561,742 576,742 580,926 4,184 2004 Grant 597,183 395,691 992,874 1,388,060 395,186 2005 Grant 465,564 13,844 479,408 876,140 396,732 2006 Grant 14,310 - 14,310 506,144 491,834 Total Expenditures 1,092,057 971,277 2,063,334 3,351,270 1,287,936 Net Changes in Fund Balances (96,870) $ (408,695) (505,565) $ (271,171) $ (234,394) Fund Balances--January 1 1,299,520 1,299,520 Less Prior Years' Grant Revenues (562,582) Plus Prior Years' Grant Expenditures 971,277 Fund Balances--December 31 $ 1,202,650 $ 1,202,650 See the accompanying independent auditor's report. 102 City of Fort Collins Comprehensive Annual Financial Report NATURAL AREAS FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Intergovernmental $ 3,968,410 $ 4,433,760 $ (465,350) Fees and charges for services 27,877 - 27,877 Earnings on investments 536,338 500,000 36,338 Interest on security lending income 362,127 - 362,127 Miscellaneous revenue 411,296 420,000 (8,704) Total Revenues 5,306,048 5,353,760 (47,712) EXPENDITURES Program Management 729,725 804,491 74,766 Land Management 323,080 557,311 234,231 Education 257,357 374,518 117,161 Enforcement 517,804 526,173 8,369 Facility Operations 576,515 1,133,192 556,677 Public Improvements 2,073,804 2,827,462 753,658 Resource Management 1,636,446 2,442,799 806,353 Land Conservation 4,410,632 5,043,973 633,341 COPS Land Conservation 1,828,053 2,638,295 810,242 Security lending interest expense 351,323 - (351,323) Security lending agent fees 3,241 - (3,241) Total Expenditures 12,707,980 16,348,214 3,640,234 Deficiency of Revenues Under Expenditures (7,401,932) (10,994,454) 3,592,522 OTHER FINANCING SOURCES (USES) Transfers in Sales and Use Tax 5,767,199 5,782,520 (15,321) General Fund 18,500 18,500 - Capital Projects 806,265 806,265 - Transfers out Debt Services - COPS (1,393,106) (1,393,107) 1 Capital Projects (1,005,583) (3,016,820) 2,011,237 Cultural Services (10,500) (10,500) - Total Other Financing Sources (Uses) 4,182,775 2,186,858 1,995,917 Net Changes in Fund Balances (3,219,157) $ (8,807,596) $ 5,588,439 Fund Balances--January 1 9,726,693 Fund Balances--December 31 $ 6,507,536 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 103 CAPITAL EXPANSION FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Current Prior Variance- Year Year Cumulative Positive Actual Actual Actual Budget (Negative) REVENUES Fees and charges for services $ 2,540,278 $ 30,959,879 $ 33,500,157 $ 32,191,474 $ 1,308,683 Earnings on investments 1,156,386 5,400,579 6,556,965 6,089,536 467,429 Interest on security lending income 675,328 7,616 682,944 - 682,944 Miscellaneous revenue - 169,260 169,260 - 169,260 Total Revenues 4,371,992 36,537,334 40,909,326 38,281,010 2,628,316 EXPENDITURES Capital Expansion - General - - - 396 396 Community Parkland Capital 10,656 48,374 59,030 296 (58,734) Library Capital Expansion 17,864 210,724 228,588 250,000 21,412 General Government Capital - 427 427 - (427) Police Capital Expansion - 246 246 - (246) Fire Capital Expansion - 3,337,871 3,337,871 3,337,519 (352) Security lending interest expense 654,831 - 654,831 - (654,831) Security lending agent fees 6,148 - 6,148 - (6,148) Total Expenditures 689,499 3,597,642 4,287,141 3,588,211 (698,930) Excess of Revenues Over Expenditures 3,682,493 32,939,692 36,622,185 34,692,799 1,929,386 OTHER FINANCING USES Transfers out General Fund (60,430) (1,212,718) (1,273,148) (2,330,519) 1,057,371 Capital Projects Fund (5,008,266) (12,336,190) (17,344,456) (22,468,066) 5,123,610 Cultural Services Fund (10,000) - (10,000) (10,000) - Debt Service - COPS (333,341) (401,489) (734,830) (734,830) - Total Other Financing Uses (5,412,037) (13,950,397) (19,362,434) (25,543,415) 6,180,981 Net Changes in Fund Balance (1,729,544) $ 18,989,295 17,259,751 $ 9,149,384 $ 8,110,367 Fund Balances--January 1 20,107,467 20,107,467 Less Prior Years' Project Revenues (36,537,334) Plus Prior Years' Project Expenditures 17,548,039 Fund Balances--December 31 $ 18,377,923 $ 18,377,923 See the accompanying independent auditor's report. 104 City of Fort Collins Comprehensive Annual Financial Report NEIGHBORHOOD PARKLAND FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Prior Variance- Year Cumulative Positive Actual Actual Actual Budget (Negative) REVENUES Intergovernmental $ - $ 508,224 $ 508,224 $ 257,203 $ 251,021 Fees and charges for services 1,013,160 13,989,818 15,002,978 12,739,556 2,263,422 Earnings on investments 480,362 1,101,067 1,581,429 1,279,281 302,148 Interest on security lending income 265,183 3,484 268,667 - 268,667 Miscellaneous revenue 60,045 453,015 513,060 513,072 (12) Total Revenues 1,818,750 16,055,608 17,874,358 14,789,112 3,085,246 EXPENDITURES New Site Acquisition 5,286 1,951,540 1,956,826 2,138,423 181,597 New Park Site Development 133,887 1,106,584 1,240,471 1,186,880 (53,591) Trailhead Park - 200,516 200,516 330,000 129,484 Stewart Case Park 241,608 1,028,712 1,270,320 1,284,957 14,637 Cottonwood Glen Park 6,599 819,459 826,058 935,316 109,258 Lee Martinez Park Addition 89 149,197 149,286 439,462 290,176 Huidekoper Park - 137,640 137,640 372,000 234,360 Lilac Park - 112,105 112,105 177,000 64,895 Iron Horse - 21,200 21,200 899,000 877,800 Registry Rigde Park 34,962 - 34,962 445,700 410,738 Provincetowne Park 3,258 8,990 12,248 1,108,567 1,096,319 Dry Creek - - - 150,000 150,000 Richards Lake - 138,027 138,027 644,506 506,479 Staley Neighborhood Park 16,117 211,535 227,652 375,000 147,348 Avery Park Improvements - 39 39 200,000 199,961 Maple Hill Park 204,817 256,381 461,198 525,000 63,802 Rossborough Park Improvements - 3,932 3,932 175,000 171,068 Oak Street Plaza Park 46,449 1,260,156 1,306,605 1,320,000 13,395 Golden Meadows Park 94,915 12,711 107,626 175,000 67,374 Old Ft Coll Heritage Park 37,347 1,307 38,654 391,050 352,396 Parkland Administration 376,963 - 376,963 370,576 (6,387) Park Equipment Replacement 6,997 - 6,997 15,000 8,003 Security lending interest expense 256,443 - 256,443 - (256,443) Security lending agent fees 2,622 - 2,622 - (2,622) Total Expenditures 1,468,359 7,420,031 8,888,390 13,658,437 4,770,047 Excess of Revenues Over Expenditures 350,391 8,635,577 8,985,968 1,130,675 7,855,293 OTHER FINANCING SOURCES (USES) Transfers in General Fund - 82,162 82,162 82,162 - COPS Debt Service - 121,165 121,165 121,165 - GID #1 - 312,575 312,575 312,575 - Capital Projects Fund 5,545 - 5,545 5,545 - Sales & Use Tax Fund 110,000 - 110,000 110,000 - Transfers out Cultural Services and Facilities Fund (3,950) (56,300) (60,250) (60,250) - Capital Projects Fund (175,000) (313,220) (488,220) (488,220) - Total Other Financing Sources (Uses) (63,405) 146,382 82,977 82,977 - Net Changes in Fund Balances 286,986 $ 8,781,959 9,068,945 $ 1,213,652 $ 7,855,293 Fund Balances--January 1 7,861,459 7,861,459 Less Prior Years' Project Revenues (16,571,510) Plus Prior Years' Project Expenditures 7,789,551 Fund Balances--December 31 $ 8,148,445 $ 8,148,445 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 105 CONSERVATION TRUST FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Prior Variance- Year Cumulative Positive Actual Actual Actual Budget (Negative) REVENUES Intergovernmental $ 1,401,363 $947 15,729,$ 17,131,310 $ 16,103,601 $ 1,027,709 Earnings on investments 107,560 221,737 329,297 514,212 (184,915) Interest on security lending income 79,689 1,261 80,950 - 80,950 Miscellaneous revenue 904 312,995 313,899 262,225 51,674 Total Revenues 1,589,516 16,265,940 17,855,456 16,880,038 975,418 EXPENDITURES Open space acquisition 31,581 1,061,436 1,093,017 1,112,403 19,386 Trail acquisition/development 95,850 6,491,703 6,587,553 7,291,820 704,267 Open space and trail maintenance - 853,768 853,768 854,475 707 Fossil Creek Trail 95,232 3,376,048 3,471,280 3,556,350 85,070 Tri-City trails - 655,976 655,976 693,200 37,224 Pickle Plant 4,670 9,605 14,275 - (14,275) Administration 243,911 - 243,911 290,612 46,701 Security lending interest expense 77,121 - 77,121 - (77,121) Security lending agent fees 770 - 770 - (770) Total Expenditures 549,135 12,448,536 12,997,671 13,798,860 801,189 Excess of Revenues Over Expenditures 1,040,381 3,817,404 4,857,785 3,081,178 174,229 OTHER FINANCING SOURCES (USES) Transfers in Capital Projects Fund - 235,000 235,000 235,000 - Transfers out General Fund (646,685) (379,195) (1,025,880) (1,025,880) - Capital Projects Fund - (853,807) (853,807) (1,017,618) 163,811 Cultural Services Fund (8,000) (74,050) (82,050) (82,050) - Total Other Financing Sources and Uses (654,685) (1,072,052) (1,726,737) (1,890,548) 163,811 Net Changes in Fund Balances 385,696 $352 2,745,3,131,048 $ 1,190,630 $ 338,040 Fund Balances--January 1 1,362,563 1,362,563 Less Prior Years' Project Revenues (16,500,940) Plus Prior Years' Project Expenditures 13,755,588 Fund Balances--December 31 $ 1,748,259 $ 1,748,259 See the accompanying independent auditor's report. 106 City of Fort Collins Comprehensive Annual Financial Report CULTURAL SERVICES AND FACILITIES FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Intergovernmental $ 45,476 $ 325,262 $ (279,786) Fees and charges for services 1,926,685 1,769,515 157,170 Earnings on investments 136,302 99,670 36,632 Interest on security lending income 103,445 - 103,445 Miscellaneous revenue 227,355 383,607 (156,252) Total Revenues 2,439,263 2,578,054 (138,791) EXPENDITURES Administration 724,934 760,315 35,381 Lincoln Center 822,453 957,192 134,739 Security lending interest expense 100,290 - (100,290) Security lending agent fees 946 - (946) Museum 645,962 975,454 329,492 Art in Public Places 404,771 940,909 536,138 Performing and visual arts 1,364,282 1,698,466 334,184 Total Expenditures 4,063,638 5,332,335 1,268,697 Excess (Deficiency) of Revenues Over (Under) Expenditures (1,624,375) (2,754,281) 1,129,906 OTHER FINANCING SOURCES Transfers in General Fund 1,342,138 1,342,138 - Capital Projects Fund 103,250 103,250 - Capital Expansion 10,000 10,000 - Neighborhood Parkland Fund 3,950 3,950 - Conservation Trust Fund 8,000 8,000 - Natural Areas Fund 10,500 10,500 - Total Other Financing Sources 1,477,838 1,477,838 - Net Changes in Fund Balances (146,537) $ (1,276,443) $ 1,129,906 Fund Balances--January 1 1,844,970 Fund Balances--December 31 $ 1,698,433 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 107 RECREATION FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Intergovernmental $ 73,718 $ 211,960 $ (138,242) Fees and charges for services 4,525,914 4,411,003 114,911 Earnings on investments 148,483 95,000 53,483 Interest on security lending income 111,886 - 111,886 Miscellaneous revenue 125,302 124,000 1,302 Total Revenues 4,985,303 4,841,963 143,340 EXPENDITURES Recreation administration 3,440,269 4,196,758 756,489 Ice/aquatics programming 1,567,876 1,741,674 173,798 Adult programming 579,363 594,874 15,511 Youth programming 769,222 849,869 80,647 Sports programming 353,958 375,870 21,912 Special reserves 205,575 291,562 85,987 Security lending interest expense 108,573 - (108,573) Security lending agent fees 994 - (994) Grants/miscellaneous 70,519 215,475 144,956 Total Expenditures 7,096,349 8,266,082 1,169,733 Excess (Deficiency) of Revenues Over (Under) Expenditures (2,111,046) (3,424,119) 1,313,073 OTHER FINANCING SOURCES Transfers in General Fund 2,408,305 2,408,305 - Total Other Financing Sources 2,408,305 2,408,305 - Net Changes in Fund Balances 297,259 $ (1,015,814) $ 1,313,073 Fund Balances--January 1 2,127,087 Fund Balances--December 31 $ 2,424,346 See the accompanying independent auditor's report. 108 City of Fort Collins Comprehensive Annual Financial Report CEMETERIES FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Fees and charges for services $ 373,105 $ 350,446 $ 22,659 Earnings on investments 85,351 9,000 76,351 Miscellaneous revenue 15,633 12,000 3,633 Total Revenues 474,089 371,446 102,643 EXPENDITURES Cemetery services 590,232 632,399 42,167 Security lending interest expense 61,700 - (61,700) Security lending agent fees 571 - (571) 652,503 632,399 (20,104) Excess (Deficiency) of Revenues Over (Under) Expenditures (178,414) (260,953) 82,539 OTHER FINANCING SOURCES Transfers In: General Fund 187,326 187,326 - Perpetual Care Fund 65,507 73,000 (7,493) Total Other Financing Sources 252,833 260,326 (7,493) Net Changes in Fund Balances 74,419 $ (627) $ 75,046 Fund Balances--January 1 339,978 Fund Balances--December 31 $ 414,397 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 109 PERPETUAL CARE FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Fees and charges for services $ 51,857 $ 51,000 $ 857 Earnings on investments 80,782 73,000 7,782 Interest on security lending income 3,698 - 3,698 Total Revenues 136,337 124,000 12,337 EXPENDITURES Other 612 612 - Security lending interest expense 3,458 - (3,458) Security lending agent fees 72 - (72) 4,142 612 (3,530) Excess of Revenues Over Expenditures 132,195 123,388 8,807 OTHER FINANCING USES Transfers out: Cemeteries Fund (65,507) (73,000) 7,493 Net Changes in Fund Balances 66,688 $ 50,388 $ 16,300 Fund Balances--January 1 1,340,232 Fund Balances--December 31 $ 1,406,920 See the accompanying independent auditor's report. 110 City of Fort Collins Comprehensive Annual Financial Report TRANSIT SERVICES FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Current Prior Variance- Year Year Cumulative Positive Actual Actual Actual Budget (Negative) REVENUES Intergovernmental $ 2,724,578 $ 9,575,984 $ 12,300,562 $ 14,784,304 $ (2,483,742) Fees and charges for services 867,865 2,252,663 3,120,528 3,184,175 (63,647) Earnings on investments 50,609 83,843 134,452 79,930 54,522 Miscellaneous revenue 278,874 617,207 896,081 933,034 (36,953) Total Revenues 3,921,926 12,529,697 16,451,623 18,981,443 (2,529,820) EXPENDITURES FTA Grants 2005 Operating 996 539,354 540,350 - (540,350) 2006 Operating 308,051 6,838,770 7,146,821 7,634,007 487,186 2007 Operating 7,695,727 - 7,695,727 8,631,838 936,111 2006 CMAQ Projects 4,106 303,085 307,191 511,518 204,327 2007 CMAQ Projects 190,825 - 190,825 339,066 148,241 2006 Capital 248,575 214,425 463,000 2,020,166 1,557,166 2007 Capital 8,252 - 8,252 1,125,000 1,116,748 Total Expenditures 8,456,532 7,895,634 16,352,166 20,261,595 3,909,429 Excess (Deficiency) of Revenues Over (Under) Expenditures (4,534,606) 4,634,063 99,457 (1,280,152) 1,379,609 OTHER FINANCING SOURCES (USES) Transfers in General Fund 4,839,774 7,490,552 12,330,326 14,050,009 (1,719,683) S&U Tax - BOB 155,250 150,000 305,250 305,250 - Transfers out Capital Projects Fund (53,964) (7,788,647) (7,842,611) (8,695,118) 852,507 Total Other Financing Sources and Uses 4,941,060 (148,095) 4,792,965 5,660,141 (867,176) Net Changes in Fund Balances 406,454 $ 4,485,968 4,892,422 $ 4,379,989 $ 512,433 Fund Balances--January 1 1,628,088 1,628,088 Less Prior Years' Grant Revenues (20,170,249) Plus Prior Years' Grant Expenditures 15,684,281 Fund Balances--December 31 $ 2,034,542 $ 2,034,542 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 111 STREET OVERSIZING FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Fees and charges for services $ 5,835,847 $ 5,682,205 $ 153,642 Earnings on investments 346,379 340,444 5,935 Interest on security lending income 126,140 - 126,140 Miscellaneous revenue 677,916 650,000 27,916 Total Revenues 6,986,282 6,672,649 313,633 EXPENDITURES Oversizing costs 1,699,584 6,574,465 4,874,881 Security lending interest expense 121,690 - (121,690) Security lending agent fees 1,335 - (1,335) Total Expenditures 1,822,609 6,574,465 4,751,856 Excess (Deficiency) of Revenues Over (Under) Expenditures 5,163,673 98,184 (4,438,223) OTHER FINANCING SOURCES (USES) Transfers in General Fund 1,813,050 1,813,050 - Transfers out Capital Projects Fund (3,312,418) (8,945,723) 5,633,305 Total Other Financing Sources and Uses (1,499,368) (7,132,673) 5,633,305 Net Changes in Fund Balances 3,664,305 $ (7,034,489) $ 1,195,082 Fund Balances--January 1 4,203,560 Fund Balances--December 31 $ 7,867,865 See the accompanying independent auditor's report. 112 City of Fort Collins Comprehensive Annual Financial Report GENERAL IMPROVEMENT DISTRICT NO. 1 FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Taxes $ 228,480 $ 227,883 $ 597 Earnings on investments 52,529 12,117 40,412 Interest on security lending income 38,149 - 38,149 Total Revenues 319,158 240,000 79,158 EXPENDITURES Other 13,008 98,160 85,152 Security lending interest expense 36,968 - (36,968) Security lending agent fees 354 - (354) Total Expenditures 50,330 98,160 47,830 Excess of Revenues Over Expenditures 268,828 141,840 126,988 OTHER FINANCING USES Transfers out Debt Service Fund - COPS (31,605) (141,840) 110,235 Total Other Financing Uses (31,605) (141,840) 110,235 Net Changes in Fund Balances 237,223 $ - $ 237,223 Fund Balances--January 1 716,905 Fund Balances--December 31 $ 954,128 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 113 URBAN RENEWAL AUTHORITY SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Earnings on investments $ 2,322 $ - $ 2,322 Total Revenues 2,322 - 2,322 EXPENDITURES Other - 303,500 303,500 Excess (Deficiency) of Revenues Over (Under) Expenditures 2,322 (303,500) 305,822 Net Changes in Fund Balances 2,322 $ (303,500) $ 305,822 Fund Balances--January 1 39,217 Fund Balances--December 31 $ 41,539 See the accompanying independent auditor's report. 114 City of Fort Collins Comprehensive Annual Financial Report DEBT SERVICE FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) EXPENDITURES Principal $ 1,057,866 $ 1,057,867 $ (1) Interest 290,214 290,214 - Total Expenditures 1,348,080 1,348,081 (1) OTHER FINANCING SOURCES Transfers in Sales and Use Tax Fund 994,438 994,438 - Transportation Services Fund 353,642 353,643 1 Total Other Financing Sources 1,348,080 1,348,081 1 Net Changes in Fund Balances - $ - $ - Fund Balances--January 1 - Fund Balances--December 31 $ - See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 115 SPECIAL ASSESSMENTS FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Earnings on investments $ 43,772 $ - $ 43,772 Total Revenues 43,772 $ - $ 43,772 Fund Balances--January 1 773,165 Fund Balances--December 31 $ 816,937 See the accompanying independent auditor's report. 116 City of Fort Collins Comprehensive Annual Financial Report FORT COLLINS LEASING CORPORATION FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Earnings on investments $ 3,217 $ - $217 3, Intergovernmental revenue 117,419 281,824 (164,405) Miscellaneous revenue 69,586 69,586 - Total Revenues 190,222 351,410 (161,188) EXPENDITURES Principal 1,899,930 2,809,930 910,000 Interest 2,829,490 3,051,232 221,742 Other contractual costs 347,177 134,628 (212,549) Total Expenditures 5,076,597 5,995,790 919,193 Excess (Deficiency) of Revenues Over (Under) Expenditures (4,886,375) (5,644,380) 758,005 OTHER FINANCING SOURCES Proceeds- Refunding Bonds 12,880,000 13,434,187 (554,187) Payments to Escrow Agent (12,860,000) (13,169,331) 309,331 Transfers in: General Fund 2,298,710 2,701,623 (402,913) Capital Projects Fund 676,782 676,782 - Capital Expansion Fund 333,341 333,341 - Natural Areas Fund 1,393,106 1,393,107 (1) General Improvement District #1 Fund 31,605 141,840 (110,235) Transportation Fund 132,831 132,831 - Total Other Financing Sources 4,886,375 5,644,380 (758,005) Net Changes in Fund Balances - $ - $ - Fund Balances--January 1 - Fund Balances--December 31 $ - See the accompanying independent auditor's report. CAPITAL PROJeCTS FUND BUDGeT SCHeDULe City of Fort Collins Comprehensive Annual Financial Report 117 blank CAPITAL PROJECTS FUND INDIVIDUAL FUND BUDGET SCHEDULE Capital Projects Fund -- to account for financial resources to be used for the acquisition or construction of major capital facilities. Revenues and other financing sources are primarily derived from issuance of debt or transfers from other funds. 118 City of Fort Collins Comprehensive Annual Financial Report CAPITAL PROJECTS FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Current Prior Variance- Year Year Cumulative Positive Actual Actual Actual Budget (Negative) REVENUES Intergovernmental $ 562,065 $ 5,160,552 $ 5,722,617 $ 7,697,398 $ (1,974,781) Fees and charges for services - 139,953 139,953 138,183 1,770 Earnings on investments 1,784,339 10,879,406 12,663,745 1,874,351 10,789,394 Miscellaneous revenue 1,405,894 7,821,331 9,227,225 9,590,669 (363,444) Total Revenues 3,752,298 24,001,242 27,753,540 19,300,601 8,452,939 EXPENDITURES Major Repairs and Maintenance 229,678 84,010 313,688 1,081,745 768,057 Major Building Maintenance 10,012 3,777,997 3,788,009 4,575,761 787,752 Operation Services Facility - 44,276 44,276 339,174 294,898 Children's Garden - 427,236 427,236 434,500 7,264 FC Museum / DSC Fac Design 702 3,224 3,926 6,176,250 6,172,324 Streets Facility Expansion 235,395 3,183,472 3,418,867 3,413,848 (5,019) New Main Library/Land Acquisition - 3,169,634 3,169,634 3,236,597 66,963 Performing Arts Center/Land Acq. - 1,660,868 1,660,868 1,900,090 239,222 Parking Structure - 62,801 62,801 189,143 126,342 Police Facility 14,681,057 15,764,285 30,445,342 35,025,818 4,580,476 Offsite Police Facility 9,354 878,354 887,708 881,100 (6,608) N. Side Aztlan Ctr Replacement 8,073,769 1,905,270 9,979,039 10,154,674 175,635 CSU Transit Center 53,964 5,655,632 5,709,596 5,729,683 20,087 Taft Hill Rd-Horsetooth / Harmony 6,230 1,441,520 1,447,750 2,036,400 588,650 Pedestrian Accessibility 6,568 402,461 409,029 447,090 38,061 Prospect, Poudre River/Summitview 360,497 5,366,709 5,727,206 6,568,801 841,595 Taft Hill, Drake Road to Derby 1,892 5,057,254 5,059,146 5,254,804 195,658 Mason Street Transportation Corridor 809,196 7,398,178 8,207,374 9,683,406 1,476,032 Pedestrian Planning Bldg Comm Choices 170,306 422,530 592,836 691,799 98,963 North College Corridor 1,940 5,562,762 5,564,702 5,635,820 71,118 State Highway 14 Truck Route Relocation - 1,185,335 1,185,335 3,016,279 1,830,944 BOB Ped Plan & ADA Improvements 41,182 - 41,182 607,500 566,318 Street Oversizing Projects 7,737,995 15,778,464 23,516,459 34,634,703 11,118,244 BOB INT IMP & Traffic Signals 98,777 - 98,777 272,250 173,473 Minor Street Capital Projects 229,275 202,989 432,264 992,434 560,170 North Lemay Redesign - - - 16,350 16,350 Coventry Dev Wildlife Habitat - - - 9,000 9,000 City/School District Community Proj. 61,018 28,139 89,157 117,153 27,996 Library Technology 513,759 3,134,002 3,647,761 3,792,063 144,302 Gateway Park 8,754 1,378,950 1,387,704 1,390,000 2,296 New Branch Library-Beyer Site 158,470 - 158,470 5,544,000 5,385,530 Nix Barn Stable / Restore 121,592 40,680 162,272 150,000 (12,272) Soapstone Public Improvement 954,763 - 954,763 2,966,000 2,011,237 Robert Benson Dam 49,244 - 49,244 - (49,244) Garden's on Spring Creek 51,785 2,672,173 2,723,958 2,789,829 65,871 Fossil Creek Community Park $ 12,671 $ 9,434,603 $ 9,447,274 $ 9,859,425 $151 412, See the accompanying independent auditors' report. (Continued on Next Page) City of Fort Collins Comprehensive Annual Financial Report 119 CAPITAL PROJECTS FUND (Continued) STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE-- ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Current Prior Variance-- Year Year Cumulative Positive Actual Actual Actual Budget (Negative) Soft Gold Park $ - $ 954,784 $ 954,784 $ 1,007,400 $616 52, BCC Community Park Improvements 351,699 122,564 474,263 479,258 4,995 Regional Trails 13,739 1,537,161 1,550,900 1,988,718 437,818 Sheldon Lake Improvements and Boardwalk - 215,000 215,000 340,000 125,000 Southeast Community Park - 3,391,559 3,391,559 3,750,026 358,467 Spring Canyon Park 5,521,577 7,583,769 13,105,346 13,055,003 (50,343) Water Craft Course 27,968 - 27,968 150,000 122,032 Administrative Charges - - - 50,000 50,000 Total Expenditures 40,604,828 109,928,645 150,533,473 190,433,894 39,900,421 Excess (Deficiency) of Revenues Over (Under) Expenditures (36,852,530) (85,927,403) (122,779,933) (171,133,293) 48,353,360 OTHER FINANCING SOURCES (USES) Proceeds from issuance of long term debt - 36,203,340 36,203,340 36,200,235 3,105 Transfers in General Fund 577,981 5,406,932 5,984,913 10,377,092 (4,392,179) Capital Expansion Fund 5,008,265 10,934,002 15,942,267 21,065,878 (5,123,611) Neighborhood Parkland Fund 175,000 239,400 414,400 414,400 - Conservation Trust Fund - 846,189 846,189 1,010,000 (163,811) Transit Services Fund 53,964 5,645,632 5,699,596 5,729,684 (30,088) Natural Areas Fund 1,005,583 213,180 1,218,763 3,230,000 (2,011,237) Street Oversizing Fund 3,312,418 9,818,715 13,131,133 18,764,437 (5,633,304) Sales and Use Tax Fund 5,859,830 66,360,091 72,219,921 72,993,879 (773,958) Transportation Services Fund 2,924,529 1,074,792 3,999,321 4,241,182 (241,861) Recreation Fund - 60,000 60,000 60,000 - Equipment Fund - 18,389 18,389 315,688 (297,299) Communications Fund - 62,000 62,000 62,000 - Utilities Customer Service Admin Fund - 10,000 10,000 10,000 - Transfers out Debt Service Fund-Ft Collins Leasing (676,782) (803,080) (1,479,862) (1,479,862) - Natural Areas (806,265) - (806,265) (806,265) - Neighborhood Parkland (5,545) - (5,545) (5,545) - Conservation Trust Fund - (200,000) (200,000) - (200,000) Cultural Services and Facilities Fund (103,250) (946,260) (1,049,510) (1,049,510) - Total Other Financing Sources (Uses) 17,325,728 134,943,322 152,269,050 171,133,293 (18,864,243) Net Changes in Fund Balance (19,526,802) $ 49,015,919 29,489,117 $ - $117 29,489, Fund Balances--January 1 49,111,588 49,111,588 Less Prior Years' Project Revenues (160,893,904) Plus Prior Years' Project Expenditures 111,877,985 Fund Balances--December 31 $ 29,584,786 $ 29,584,786 See the accompanying independent auditor's report. 120 City of Fort Collins Comprehensive Annual Financial Report THIS PAGE INTENTIONALLY LEFT BLANK. eNTeRPRISe FUNDS BUDGeT SCHeDULeS City of Fort Collins Comprehensive Annual Financial Report 121 blank ENTERPRISE FUNDS INDIVIDUAL FUND BUDGET SCHEDULES Light and Power -- to account for operation of the City's electric utility. Water -- to account for the operation of the City's water utility. Wastewater -- to account for the operation of the City's wastewater utility. Storm Drainage -- to account for the City's storm drainage utility. Golf -- to account for operations of all City golf courses. 122 City of Fort Collins Comprehensive Annual Financial Report LIGHT AND POWER FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN NET ASSETS ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Adjustment Actual To On Variance- Budgetary Budgetary Positive Actual Basis Basis Budget (Negative) REVENUES Charges for services $ 81,912,180 $ - $ 81,912,180 $ 81,749,020 $ 163,160 Other revenue 1,467,115 - 1,467,115 1,404,272 62,843 Earnings on investments 3,051,848 - 3,051,848 2,250,000 801,848 Interest on security lending income 1,867,580 - 1,867,580 - 1,867,580 Transfers 25,000 - 25,000 25,000 - Gain on sale of capital assets (75,198) - (75,198) - (75,198) Contributed capital 2,677,647 - 2,677,647 2,604,862 72,785 Total Revenues 90,926,172 - 90,926,172 88,033,154 2,893,018 EXPENDITURES Programs (fund level of budgetary control) Customer and administrative services 4,324,672 - 4,324,672 4,767,615 442,943 System additions 27,326 9,454,024 9,481,350 13,216,851 3,735,501 Light and Power operations 6,350,380 - 6,350,380 6,321,045 (29,335) Fund transfers 5,982,470 - 5,982,470 5,866,766 (115,704) Purchase of power 58,232,914 - 58,232,914 65,280,645 7,047,731 Energy supply policy 1,444,376 - 1,444,376 2,047,895 603,519 Depreciation 6,462,805 (6,462,805) - - - Security lending interest expense 1,810,114 - 1,810,114 - (1,810,114) Security lending agent fees 17,239 - 17,239 - (17,239) Total Programs 84,652,296 2,991,219 87,643,515 97,500,817 9,857,302 Projects (project level of budgetary control) Substation Improvements - 851,805 851,805 1,138,376 286,571 Underground Conversion Program - 1,120,442 1,120,442 3,859,689 2,739,247 Service Center Additions - 220,980 220,980 254,000 33,020 Total Projects - 2,193,227 2,193,227 5,252,065 3,058,838 Total Expenditures 84,652,296 5,184,446 89,836,742 102,752,882 12,916,140 Changes in Net Assets 6,273,876 $ (5,184,446) 1,089,430 $ (14,719,728) $ 15,809,158 Net Assets--January 1 152,584,453 152,584,453 Capital outlay--programs 9,454,024 Current Year's Project Expenditures 376,895 Prior Year's Project Expenditures 1,816,332 Depreciation (6,462,805) Net Assets--December 31 $ 158,858,329 $ 158,858,329 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 123 WATER FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN NET ASSETS ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Adjustment Actual to On Variance- Budgetary Budgetary Positive Actual Basis Basis Budget (Negative) REVENUES Charges for services pledged for debt service $ 24,820,432 $ - $ 24,820,432 $ 24,585,846 $ 234,586 Other nonoperating income 429,613 - 429,613 313,681 115,932 Earnings on investments 3,661,554 23,005 3,684,559 3,000,000 684,559 Interest on security lending income 2,378,684 - 2,378,684 - 2,378,684 Loss on sale of capital assets (26,158) - (26,158) - (26,158) Contributed capital 7,720,137 - 7,720,137 5,309,283 2,410,854 Proceeds from issuance of long term debt - - - 2,476,446 (2,476,446) Total Revenues 38,984,262 23,005 39,007,267 35,685,256 3,322,011 EXPENDITURES Programs (fund level of budgetary control) Customer and administrative services 3,386,361 - 3,386,361 3,737,878 351,517 Transmission and distribution 2,086,308 47,901 2,134,209 2,297,138 162,929 Payments and transfers 4,262,320 4,934,510 9,196,830 10,345,974 1,149,144 Water production 4,194,496 517,624 4,712,120 6,374,577 1,662,457 Water engineering 81,551 - 81,551 130,808 49,257 Water quality 940,117 - 940,117 1,028,429 88,312 Water resources 1,393,426 - 1,393,426 1,967,515 574,089 Depreciation 5,600,347 (5,600,347) - - - Bond amortization 46,751 (46,751) - - - Security lending interest expense 2,303,501 - 2,303,501 - (2,303,501) Security lending agent fees 22,554 - 22,554 - (22,554) Total Programs 24,317,732 (147,063) 24,170,669 25,882,319 1,711,650 Projects (project level of budgetary control) Land Purchase-Gateway, Old Water - 848,400 848,400 848,400 - Distribution System Replacement - 1,058,776 1,058,776 1,867,966 809,190 Michigan Ditch improvements - 132,408 132,408 800,000 667,592 Service Center Improvements - 3,837,819 3,837,819 4,046,366 208,547 Meter Conversion Program - 707,970 707,970 1,923,255 1,215,285 Water Supply Development - 917,392 917,392 1,882,203 964,811 Southwest System Improvements - 2,989,503 2,989,503 3,640,000 650,497 Master Plan Facilities - 6,719,551 6,719,551 6,775,359 55,808 Water Quality Lab - 171,187 171,187 190,000 18,813 Cathodic Protection - 329,700 329,700 350,000 20,300 Halligan Reservoir Enlargement - 6,552,269 6,552,269 27,272,446 20,720,177 Gravel Pit Storage Ponds - 175,500 175,500 11,577,000 11,401,500 Treatment Facility Improvement - 836,398 836,398 1,174,264 337,866 Poudre Pipeline - 815,561 815,561 1,000,000 184,439 Water Production Replcmnt Program - 62,201 62,201 824,000 761,799 Source of Supply Gen Replcmnt - 13,140 13,140 125,000 - Total Projects - 26,167,775 26,167,775 64,296,259 38,016,624 Total Expenditures 24,317,732 26,020,712 50,338,444 90,178,578 39,728,274 Changes in Net Assets 14,666,530 $ (25,997,707) (11,331,177) $ (54,493,322) $ 43,050,285 Net Assets--January 1 212,475,740 212,475,740 Capital Outlay--Programs 565,525 Current Year's Project Expenditures 3,240,588 Prior Years' Project Expenditures 22,927,187 Prior Years' Project Revenues (23,005) Principal Reduction--Long-Term Debt 4,934,510 Depreciation (5,600,347) Bond Amortization (46,751) 124 City of Fort Collins Comprehensive Annual Financial Report WASTEWATER FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN NET ASSETS ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Adjustment Actual To On Variance- Budgetary Budgetary Positive Actual Basis Basis Budget (Negative) REVENUES Charges for services $ 14,640,171 $ - $ 14,640,171 $ 14,522,376 $ 117,795 Other Non-Operating Income 432,558 - 432,558 568,156 (135,598) Earnings on investments 1,724,569 - 1,724,569 1,420,000 304,569 Interest on security lending income 849,502 - 849,502 - 849,502 Gain on sale of capital asset 39,216 - 39,216 - 39,216 Capital Contributions 4,361,811 - 4,361,811 4,192,023 169,788 Total Revenues 22,047,827 - 22,047,827 20,702,555 1,345,272 EXPENDITURES Programs (fund level of budgetary control) Customer and administrative services 1,308,645 - 1,308,645 1,388,989 80,344 Trunk and collection 1,254,934 19,696 1,274,630 1,535,462 260,832 Payments and transfers 3,041,547 3,934,811 6,976,358 8,014,777 1,038,419 Water reclamation 4,429,867 284,268 4,714,135 5,332,673 618,538 Security lending interest expense 823,870 - 823,870 - (823,870) Security lending agent fees 7,689 - 7,689 - (7,689) Water engineering 80,247 - 80,247 132,308 52,061 Pollution control 1,102,621 - 1,102,621 1,328,165 225,544 Depreciation 2,817,929 (2,817,929) - - - Bond amortization 44,858 (44,858) - - - Total Programs 14,912,207 1,375,988 16,288,195 17,732,374 1,444,179 Projects (project level of budgetary control) Collection System Replacement - 2,422,243 2,422,243 3,745,014 1,322,771 Harmony Lift Station - 41,098 41,098 49,352 8,254 Service Center Improvements - 3,210,720 3,210,720 3,333,132 122,412 Treatment Plant Expansion - 31,370,320 31,370,320 33,333,960 1,963,640 Sludge Disposal Improvements - 5,359,627 5,359,627 5,869,446 509,819 Collection System Study - 403,102 403,102 550,000 146,898 Mulberry Water Reclamation Improvements - 4,882,396 4,882,396 5,374,849 492,453 DWRF General Replacement Program - 134,911 134,911 369,285 234,374 Biotower Odor Control Replacement - - - 250,000 250,000 Flow Monitoring Stations - 342,010 342,010 740,000 397,990 North College Sewer - 185,973 185,973 400,000 214,027 Locust Street and Riverside - 2,434,789 2,434,789 2,775,000 340,211 Water Reclam Replacement Program - 782,357 782,357 1,078,716 296,359 Total Projects - 51,569,546 51,569,546 57,868,754 6,299,208 Total Expenditures 14,912,207 52,945,534 67,857,741 75,601,128 7,743,387 Changes in Net Assets 7,135,620 $ (52,945,534) (45,809,914) $ (54,898,573) $ 9,088,659 Net Assets--January 1 106,134,005 106,134,005 Capital Outlay--Programs 317,217 Current Year's Project Expenditures 7,753,600 Prior Years' Project Expenditures 43,815,946 Principal Reduction - Long Term Debt 3,921,558 Depreciation (2,817,929) Bond amortization (44,858) Net Assets-December 31 $ 113,269,625 $ 113,269,625 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 125 STORM DRAINAGE FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN NET ASSETS ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Adjustment Actual To On Variance- Budgetary Budgetary Positive Actual Basis Basis Budget (Negative) REVENUES Charges for services $ 13,173,911 $ - $ 13,173,911 $ 13,165,932 $ 7,979 Other nonoperating income 50,021 - 50,021 12,175 37,846 Intergovernmental 1,235,602 1,669,207 2,904,809 3,992,790 (1,087,981) Earnings on investments 1,117,364 - 1,117,364 900,000 217,364 Interest on security lending income 450,675 - 450,675 - 450,675 Gain on sale of capital assets (96,405) - (96,405) - (96,405) Contributed capital 670,674 - 670,674 542,430 128,244 Total Revenues 16,601,842 1,669,207 18,271,049 18,613,327 (342,278) EXPENDITURES Programs (fund level of budgetary control) Customer and administrative services 1,311,235 - 1,311,235 1,426,721 115,486 Drainage and detention 1,649,207 137,141 1,786,348 1,805,642 19,294 Storm drainage engineering 1,057,329 - 1,057,329 1,173,701 116,372 Drainage water quality 187,593 - 187,593 303,089 115,496 Payments and transfers 2,167,931 2,150,000 4,317,931 5,136,459 818,528 Depreciation 2,260,571 (2,260,571) - - - Bond amortization 32,066 (32,066) - - - Security lending interest expense 436,220 - 436,220 - (436,220) Security lending agent fees 4,336 - 4,336 - (4,336) Total Programs 9,106,488 (5,496) 9,100,992 9,845,612 744,620 Projects (project level of budgetary control) Drainage System Replacement - 614,997 614,997 814,849 199,852 Old Town Basin - 707,648 707,648 957,677 250,029 McClelland Mail Creek Basin - 892,964 892,964 900,000 7,036 Spring Creek Basin - 3,961,059 3,961,059 5,029,950 1,068,891 Dry Creek Basin - 8,839,103 8,839,103 10,469,681 1,630,578 West Vine Channel - 65,932 65,932 80,319 14,387 Foothills Basin - - - 8,728 8,728 Canal Importation - 6,016,546 6,016,546 11,445,509 5,428,963 Cooper Slough - 28,992 28,992 522,546 493,554 Fossil Creek - 2,088,714 2,088,714 2,477,454 388,740 Cache La Poudre Drainageway - 1,529,234 1,529,234 1,983,051 453,817 Utility Service Center - 189,957 189,957 287,000 97,043 Master Planning - 4,100,789 4,100,789 4,176,990 76,201 Flood Mapping - 412,280 412,280 581,913 169,633 Developer Repays - 1,268,165 1,268,165 1,722,465 454,300 Trailhead Detention - 14,034 14,034 2,535 (11,499) West Vine Outfall - 201,090 201,090 200,000 (1,090) Boxelder - 20,089 20,089 30,000 9,911 Rigden Farms - - - 320,000 320,000 Total Projects - 30,951,593 30,951,593 42,010,667 11,059,074 Total Expenditures 9,106,488 30,946,097 40,052,585 51,856,279 11,803,694 Changes in Net Assets 7,495,354 $ (29,276,890) (21,781,536) $ (33,242,952) $ 11,461,416 Net Assets--January 1 61,186,765 61,186,765 Capital Outlay--Programs 137,141 Current Year's Project Expenditures 5,607,808 Plus Prior Years' Project Expenditures 25,343,785 Less Prior Years' Grant/Project Revenue (1,669,207) Principal Reduction--Long-Term Debt 2,150,000 Depreciation (2,260,571) 126 City of Fort Collins Comprehensive Annual Financial Report GOLF FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN NET ASSETS ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Adjustment Actual to on Variance -- Budgetary Budgetary Positive Actual Basis Basis Budget (Negative) REVENUES Charges for services $ 2,577,205 $ - $ 2,577,205 $ 2,595,300 $ (18,095) Other nonoperating income 2,506 - 2,506 - 2,506 Earnings on investments 40,872 - 40,872 10,000 30,872 Interest on security lending income 25,002 - 25,002 - 25,002 Proceeds from issuance of bonds - 1,771,056 1,771,056 - 1,771,056 Gain on sale of capital asset 3,006 - 3,006 - 3,006 Proceeds from lease obligations - 324,740 324,740 327,155 (2,415) Total Revenues 2,648,591 2,095,796 4,744,387 2,932,455 1,811,932 EXPENDITURES Programs (project level of budgetary control) Golf courses 2,352,964 531,667 2,884,631 2,840,890 (43,741) Transfers - - - 119,751 119,751 Security lending interest expense 23,997 - 23,997 - (23,997) Security lending agent fees 301 - 301 - (301) Payment to escrow agent - 1,771,056 1,771,056 - (1,771,056) Bond amortization 3,164 (3,164) - - - Depreciation 313,788 (313,788) - - - Total Programs 2,694,214 1,985,771 4,679,985 2,960,641 (1,719,344) Total Expenditures 2,694,214 1,985,771 4,679,985 2,960,641 (1,719,344) Changes in Net Assets (45,623) $025 110,64,402 $ (28,186) $ 92,588 Net Assets--January 1 4,583,556 4,583,556 Current year's proceeds from lease (324,740) Capital outlay 284,834 Proceeds from Issuance of Bonds 1,771,056 Payment to Escrow Agent (1,771,056) Principal reduction--capital lease 135,763 Principal reduction--bonds 111,070 Bond amortization (3,164) Depreciation (313,788) Net Assets--December 31 $ 4,537,933 $ 4,537,933 See the accompanying independent auditor's report. INTeRNAL SeRVICe FUNDS City of Fort Collins Comprehensive Annual Financial Report 127 INTERNAL SERVICE FUNDS COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES Benefits -- to account for the self-insurance of employee health care benefits and other benefits provided to City employees. Communications -- to account for the acquisition, operation, and maintenance of the City's telephone system, office automation system, and network backbone, as well as computer application services. Equipment -- to account for the fleet services provided to other funds of the City. Self-Insurance -- to account for self-insurance of property and liability claims. Utility Customer Service and Administration -- to account for customer and administrative services provided to the City's utility funds. 128 City of Fort Collins Comprehensive Annual Financial Report INTERNAL SERVICE FUNDS COMBINING STATEMENT OF NET ASSETS DECEMBER 31, 2007 Benefits Communications Equipment ASSETS Current Assets Cash and cash equivalents $ 2,185,920 $ 695,821 $ 1,305,028 Investments 5,744,056 2,010,928 2,851,205 Receivables Accounts 2,916 - 102,635 Accrued interest 62,668 25,528 31,734 Inventories of materials and supplies - - 649,735 Total Current Assets 7,995,560 2,732,277 4,940,337 Non-Current Assets Land, water rights, other - 23,952 46,612 Buildings, improvements and equipment - 1,009,801 3,375,042 Accumulated depreciation - (723,877) (1,329,284) Construction in progress - - 58,939 Total Non-Current Assets - 309,876 2,151,309 Total Assets 7,995,560 3,042,153 7,091,646 LIABILITIES Current Liabilities Accounts payable 1,481 120,849 232,360 Accrued interest payable - - 117 Accrued wages payable 16,155 17,883 66,690 Accrued compensated absences 24,195 36,157 113,778 Claims payable 1,412,283 - - Capital lease obligations - - 5,619 Unearned revenue - - - Total Current Liabilities 1,454,114 174,889 418,564 Non-Current Liabilities Claims payable - - - Capital lease obligations - - 4,371 Total Non-Current Liabilities - - 4,371 Total Liabilities 1,454,114 174,889 422,935 NET ASSETS Invested in Capital Assets, net of related debt - 309,876 2,141,319 Unrestricted 6,541,446 2,557,388 4,527,392 Total Net Assets $ 6,541,446 $ 2,867,264 $ 6,668,711 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 129 Utility Customer Self Insurance Service and Admin. Total $ 2,703,427 $ 1,009,603 $ 7,899,799 6,224,459 736,485 17,567,133 282,219 60 387,830 71,104 8,227 199,261 - - 649,735 9,281,209 1,754,375 26,703,758 - - 70,564 - 2,134,776 6,519,619 - (1,218,680) (3,271,841) - 362,057 420,996 - 1,278,153 3,739,338 9,281,209 3,032,528 30,443,096 26,074 86,789 467,553 - - 117 11,536 212,057 324,321 14,576 353,260 541,966 1,238,967 - 2,651,250 - - 5,619 28,931 - 28,931 1,320,084 652,106 4,019,757 3,805,090 - 3,805,090 - - 4,371 3,805,090 - 3,809,461 5,125,174 652,106 7,829,218 - 1,278,153 3,729,348 4,156,035 1,102,269 18,884,530 $ 4,156,035 $ 2,380,422 $ 22,613,878 130 City of Fort Collins Comprehensive Annual Financial Report INTERNAL SERVICE FUNDS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS FOR THE YEAR ENDED DECEMBER 31, 2007 Benefits Communications Equipment OPERATING REVENUES Charges for services $ 17,869,427 $ 1,292,988 $ 7,188,729 Total Operating Revenues 17,869,427 1,292,988 7,188,729 OPERATING EXPENSES Personal services 492,730 587,621 2,179,932 Contractual services 16,124,277 740,042 1,376,401 Commodities 44,440 498,493 3,581,789 Customer service and administrative charges - 348 - Other 433 98,877 67,369 Depreciation - 62,452 160,261 Total Operating Expenses 16,661,880 1,987,833 7,365,752 Operating Income (Loss) 1,207,547 (694,845) (177,023) NONOPERATING REVENUES (EXPENSES) Earnings on investments 434,280 97,493 121,294 Interest on security lending income 281,671 - 60,813 Security lending interest expense (273,221) - (58,993) Security lending agent fees (2,535) - (546) Intergovernmental - - 57,993 Other revenue 4,397 2,838 7,723 Gain (Loss) on sale of capital assets - - 58,483 Interest expense - - (791) Total Nonoperating Revenues (Expenses) 444,592 100,331 245,976 Income Before Contributions and Transfers 1,652,139 (594,514) 68,953 Transfers in - 1,500,000 2,350,000 Transfers out - (37,861) - Changes in Net Assets 1,652,139 867,625 2,418,953 Net Assets--January 1 4,889,307 1,999,639 4,249,758 Net Assets--December 31 $ 6,541,446 $ 2,867,264 $ 6,668,711 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 131 Utility Customer Self Insurance Service and Admin. Total $ 2,400,763 $ 9,879,446 $ 38,631,353 2,400,763 9,879,446 38,631,353 351,103 6,807,168 10,418,554 3,014,053 2,910,321 24,165,094 87,501 526,236 4,738,459 - - 348 259 423,889 590,827 - 228,455 451,168 3,452,916 10,896,069 40,364,450 (1,052,153) (1,016,623) (1,733,097) 525,375 80,515 1,258,957 344,103 - 686,587 (333,495) - (665,709) (3,182) - (6,263) - - 57,993 46,072 894,489 955,519 - (5,670) 52,813 - - (791) 578,873 969,334 2,339,106 (473,280) (47,289) 606,009 43,344 - 3,893,344 - (26,954) (64,815) (429,936) (74,243) 4,434,538 4,585,971 2,454,665 18,179,340 $ 4,156,035 $ 2,380,422 $ 22,613,878 132 City of Fort Collins Comprehensive Annual Financial Report INTERNAL SERVICE FUNDS COMBINING STATEMENT OF CASH FLOWS FOR THE YEAR ENDED DECEMBER 31, 2007 Benefits Communications Equipment CASH FLOWS FROM OPERATING ACTIVITIES Cash received from customers and users $ - $ - $ 553,640 Receipts from interfund services provided 17,866,511 1,293,033 6,544,077 Cash paid to employees for services (500,971) (581,339) (2,154,026) Cash paid to other suppliers of goods & services (16,361,476) (1,225,474) (4,993,682) Payments for interfund services used (28) 1,465 (68,242) Other receipts 4,397 2,838 7,723 Net cash provided (used) by operating activities 1,008,433 (509,477) (110,510) CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers from other funds - 1,500,000 2,350,000 Transfers to other funds - (37,861) - Subsidy from federal grants - - 57,993 Net cash provided (used) by noncapital financing activities - 1,462,139 2,407,993 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Purchases of capital assets - (97,665) (89,188) Principal paid on capital debt - - (7,451) Interest paid on capital debt - - (852) Proceeds from sales of capital assets - - 72,417 Net cash used by capital and related financing activities - (97,665) (25,074) CASH FLOWS FROM INVESTING ACTIVITIES Proceeds from sales and maturities of investments - - - Purchase of investments (1,730,643) (837,046) (1,860,252) Earnings received on investments 346,481 88,312 65,026 Interest on security lending income 281,671 - 60,813 Security lending interest expense (273,221) - (58,993) Security lending agent fees (2,535) - (546) Net cash used by investing activities (1,378,247) (748,734) (1,793,952) Net increase (decrease) in cash and cash equivalents (369,814) 106,263 478,457 Cash and cash equivalents, January 1 2,555,734 589,558 826,571 Cash and cash equivalents, December 31 $ 2,185,920 $ 695,821 $ 1,305,028 Reconciliation of operating income (loss) to net cash provided (used) by operating activites: Operating income (loss) $ 1,207,547 $ (694,845) $ (177,023) Other receipts 4,397 2,838 7,723 Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation expense - 62,452 160,261 (Increase) decrease in accounts receivable (2,916) 45 (91,012) Increase in inventories - - (96,451) Increase (decrease) in accounts payable (128,698) 113,751 60,086 Increase (decrease) in accrued compensated absences payable 4,531 16,273 28,349 Increase (decrease) in accrued wages (12,772) (9,991) (2,443) Increase (decrease) in claims payable (63,656) - - Increase in deferred revenue - - - Net cash provided (used) by operating activities $ 1,008,433 $ (509,477) $ (110,510) See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 133 Utility Customer Self Insurance Service and Admin. Total $ - $ - $ 553,640 2,335,877 9,980,167 38,019,665 (346,576) (6,790,941) (10,373,853) (2,877,094) (3,904,885) (29,362,611) (764) (98,586) (166,155) 46,072 894,489 955,519 (842,485) 80,244 (373,795) 43,344 - 3,893,344 - (26,954) (64,815) - - 57,993 43,344 (26,954) 3,886,522 - (231,970) (418,823) - - (7,451) - - (852) - 1,648 74,065 - (230,322) (353,061) 2,645,624 - 2,645,624 (2,418,037) (223,707) (7,069,685) 429,890 78,508 1,008,217 344,103 - 686,587 (333,495) - (665,709) (3,182) - (6,263) 664,903 (145,199) (3,401,229) (134,238) (322,231) (241,563) 2,837,665 1,331,834 8,141,362 $ 2,703,427 $ 1,009,603 $ 7,899,799 $ (1,052,153) $ (1,016,623) $ (1,733,097) 46,072 894,489 955,519 - 228,455 451,168 (64,886) 2,135 (156,634) - - (96,451) 4,066 (44,439) 4,766 1,111 (2,672) 47,592 3,416 18,899 (2,891) 213,072 - 149,416 6,817 - 6,817 $ (842,485) $ 80,244 $ (373,795) 134 City of Fort Collins Comprehensive Annual Financial Report BENEFITS FUND SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Charges for services $ 17,869,427 $ 17,778,652 $ 90,775 Other nonoperating income 4,397 2,702 1,695 Earnings on investments 434,280 332,088 102,192 Interest on security lending income 281,671 - 281,671 Total Revenues 18,589,775 18,113,442 476,333 EXPENSES Benefits 16,661,880 26,028,491 9,366,611 Security lending interest expense 273,221 - (273,221) Security lending agent fees 2,535 - (2,535) Total Expenses 16,937,636 26,028,491 9,090,855 Changes in Net Assets 1,652,139 $ (7,915,049) $ 9,567,188 Net Assets--January 1 4,889,307 Net Assets--December 31 $ 6,541,446 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 135 COMMUNICATIONS FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN NET ASSETS ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Adjustment Actual To On Variance- Budgetary Budgetary Positive Actual Basis Basis Budget (Negative) REVENUES Charges for services $988 1,292,$ - $ 1,292,988 $ 700,000 $988 592, Other nonoperating income 2,838 - 2,838 - 2,838 Earnings on investments 97,493 - 97,493 - 97,493 Transfers 1,500,000 - 1,500,000 1,500,000 - Total Revenues 2,893,319 - 2,893,319 2,200,000 693,319 EXPENSES Programs (fund level of budgetary control) CITEL 1,925,381 97,665 2,023,046 2,817,129 794,083 Transfers 37,861 - 37,861 37,861 - Depreciation 62,452 (62,452) - - - Total Expenses 2,025,694 35,213 2,060,907 2,854,990 794,083 Changes in Net Assets 867,625 $ (35,213) 832,412 $ (654,990) $402 1,487, Net Assets--January 1 1,999,639 1,999,639 Capital outlay--program 97,665 Depreciation (62,452) Net Assets--December 31 $264 2,867,$ 2,867,264 See the accompanying independent auditor's report. 136 City of Fort Collins Comprehensive Annual Financial Report EQUIPMENT FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN NET ASSETS ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Adjustment Actual To On Variance- Budgetary Budgetary Positive Actual Basis Basis Budget (Negative) REVENUES Charges for services $ 7,188,729 $ - $ 7,188,729 $ 7,113,046 $ 75,683 Other nonoperating income 7,723 30,000 37,723 220,500 (182,777) Earnings on investments 121,294 - 121,294 112,591 8,703 Interest on security lending income 60,813 - 60,813 - 60,813 Intergovernmental 57,993 - 57,993 58,400 (407) Transfers 2,350,000 35,000 2,385,000 2,385,000 - Gain on sale of capital assets 58,483 - 58,483 - 58,483 Total Revenues 9,845,035 65,000 9,910,035 9,889,537 20,498 EXPENSES Programs (fund level of budgetary control) Fleet services 7,206,282 225,820 7,432,102 7,665,329 233,227 Transfers - - - 297,299 297,299 Depreciation 160,261 (160,261) - - - Security lending interest expense 58,993 - 58,993 - (58,993) Security lending agent fees 546 - 546 - (546) Total Expenses 7,426,082 65,559 7,491,641 7,962,628 470,987 Changes in Net Assets 2,418,953 $ (559)2,418,394 $ 1,926,909 $ 491,485 Net Assets--January 1 4,249,758 4,249,758 Capital outlay--program 218,369 Principal reduction--capital lease 7,451 Depreciation (160,261) Less Prior Year Project Transfer In (35,000) Net Assets--December 31 $ 6,668,711 $ 6,698,711 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 137 SELF-INSURANCE FUND SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Charges for services $ 2,400,763 $ 2,399,522 $ 1,241 Other nonoperating income 46,072 - 46,072 Earnings on investments 525,375 425,000 100,375 Interest on security lending income 344,103 - 344,103 Transfers In 43,344 43,344 - Total Revenues 3,359,657 2,867,866 491,791 EXPENSES Risk management 3,452,916 3,980,514 527,598 Security lending interest expense 333,495 - (333,495) Security lending agent fees 3,182 - (3,182) Total Expenses 3,789,593 3,980,514 190,921 Changes in Net Assets (429,936) $ (1,112,648) $ 682,712 Net Assets--January 1 4,585,971 Net Assets--December 31 $ 4,156,035 See the accompanying independent auditor's report. 138 City of Fort Collins Comprehensive Annual Financial Report UTILITY CUSTOMER SERVICE AND ADMINISTRATIVE FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN NET ASSETS ACTUAL AND BUDGET (NON-GAAP BUDGETARY BASIS) FOR THE YEAR ENDED DECEMBER 31, 2007 Adjustment Actual To On Variance- Budgetary Budgetary Positive Actual Basis Basis Budget (Negative) REVENUES Charges for services $ 9,879,446 $ - $ 9,879,446 $ 10,045,548 $ (166,102) Other nonoperating income 894,489 - 894,489 899,147 (4,658) Earnings on investments 80,515 - 80,515 20,000 60,515 Gain on sale of capital assets (5,670) - (5,670) - (5,670) Total Revenues 10,848,780 - 10,848,780 10,964,695 (115,915) EXPENSES Programs (fund level of budgetary control) Customer and administrative services 10,667,614 231,970 10,899,584 12,639,875 1,740,291 Transfers 26,954 - 26,954 26,954 - Depreciation 228,455 (228,455) - - - Total Expenses 10,923,023 3,515 10,926,538 12,666,829 1,740,291 Changes in Net Assets (74,243) $ (3,515) (77,758) $ (1,702,134) $ 1,624,376 Net Assets--January 1 2,454,665 2,454,665 Capital outlay--program 231,970 Depreciation (228,455) Net Assets--December 31 $ 2,380,422 $ 2,380,422 See the accompanying independent auditor's report. FIDUCIARY FUNDS City of Fort Collins Comprehensive Annual Financial Report 139 blank FIDUCIARY FUNDS COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES Trust Funds: General Employees' Retirement Plan -- to account for the general employees' retirement plan. Closed to new hires as of 1/1/1999. Money Purchase Plan -- to account for City employees' defined contribution retirement plan. Retirement Health Savings Plan -- to account for City employees' retirement health savings plan. Agency Fund: Poudre Fire Authority -- to account for cash and investments held by the City on behalf of Poudre Fire Authority. 140 City of Fort Collins Comprehensive Annual Financial Report blank TRUST FUNDS COMBINING STATEMENT OF FIDUCIARY NET ASSETS DECEMBER 31, 2007 General Employees Money Retirement Total Retirement Purchase Health Savings Trust Plan Plan Plan Funds ASSETS Current Assets Cash and cash equivalents $ 3,923,873 $ - $ - $ 3,923,873 Receivables Interest 170,447 - - 170,447 Notes and loans - 2,837,516 - 2,837,516 Total Receivables 170,447 2,837,516 - 3,007,963 Investments, at fair value U S Government securities 16,423,970 - - 16,423,970 Mutual funds 25,253,992 110,318,844 605,326 136,178,162 Total Investments, at fair value 41,677,962 110,318,844 605,326 152,602,132 Security lending collateral 9,676,107 - - 9,676,107 Total Assets 55,448,389 113,156,360 605,326 169,210,075 LIABILITIES Current Liabilities Accrued expenses 1,535 - - 1,535 Obligations under security lending 9,676,107 - - 9,676,107 Total Liabilities 9,677,642 - - 9,677,642 NET ASSETS Held in trust for pension benefits 45,770,747 113,156,360 605,326 159,532,433 Total Net Assets $ 45,770,747 $ 113,156,360 $ 605,326 $ 159,532,433 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 141 blank TRUST FUNDS COMBINING STATEMENT OF CHANGES IN FIDUCIARY NET ASSETS FOR THE YEAR ENDED DECEMBER 31, 2007 General Employees Money Retirement Retirement Purchase Health Savings Plan Plan Plan Total ADDITIONS Contributions Employer contributions $ 866,694 $ 4,006,338 $ - $ 4,873,032 Employee contributions - 2,564,612 383,691 2,948,303 Pension conversion & roll-overs - 741,329 - 741,329 Loan repayments - 956,008 - 956,008 Other 206 923,633 - 923,839 Total Contributions 866,900 9,191,920 383,691 10,442,511 Investment income Interest related to plan investments 706,649 984,903 9,069 1,700,621 Interest related to employee loans - 597,924 - 597,924 Net change in fair value of investments 4,371,272 6,458,053 10,166 10,839,491 Total Investment Income 5,077,921 8,040,880 19,235 13,138,036 Securities lending income 441,594 - - 441,594 Securities lending expenses (431,053) - - (431,053) Net income from securities lending activities 10,541 - - 10,541 Net Investment Income 5,088,462 8,040,880 19,235 13,148,577 Total Additions 5,955,362 17,232,800 402,926 23,591,088 DEDUCTIONS Benefit payments 2,483,503 8,651,965 20,462 11,155,930 Administration 23,297 14,348 1,320 38,965 Total Deductions 2,506,800 8,666,313 21,782 11,194,895 Net Increase 3,448,562 8,566,487 381,144 12,396,193 Net Assets Held In Trust for Retirement Benefits Beginning of year 42,322,185 104,589,873 224,182 147,136,240 End of Year $ 45,770,747 $ 113,156,360 $ 605,326 $ 159,532,433 See the accompanying independent auditor's report. 142 City of Fort Collins Comprehensive Annual Financial Report blank GENERAL EMPLOYEES' RETIREMENT PLAN TRUST FUND SCHEDULE OF CHANGES IN NET ASSETS HELD IN TRUST FOR PENSION BENEFITS - ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance With Actual Positive Actual Budget (Negative) OPERATING REVENUES Contributions $ 866,900 $ 900,000 $ (33,100) Earnings on investments 706,649 647,100 59,549 Net income from securities lending activities 10,541 - 10,541 Net increase in the fair value of investments 4,371,272 4,000,000 371,272 Total Operating Revenues 5,955,362 5,547,100 408,262 OPERATING EXPENSES Benefit payments 2,483,503 2,576,000 92,497 Administration 23,297 28,995 5,698 Total Operating Expenses 2,506,800 2,604,995 98,195 Changes in Net Assets 3,448,562 $ 2,942,105 $ 506,457 Net Assets Held in Trust for Retirement Benefits--January 1 42,322,185 Net Assets Held in Trust for Retirement Benefits--December 31 $ 45,770,747 See the accompanying independent auditors' report. City of Fort Collins Comprehensive Annual Financial Report 143 blank AGENCY FUND STATEMENT OF ASSETS AND LIABILITIES DECEMBER 31, 2007 Poudre Fire Authority ASSETS Current Assets Cash and cash equivalents $ 5,885,480 Receivables Interest 66,087 Investments, at fair value U S Government securities 4,810,870 Corporate bonds 1,127,263 Total Investments, at fair value 5,938,133 Total Assets 11,889,700 LIABILITIES Current Liabilities Amounts held for other governments 11,889,700 Total Liabilities $ 11,889,700 See the accompanying independent auditors' report. 144 City of Fort Collins Comprehensive Annual Financial Report blank AGENCY FUND STATEMENT OF CHANGES IN ASSETS AND LIABILITIES FOR THE YEAR ENDED DECEMBER 31, 2007 POUDRE FIRE AUTHORITY Balance-- Balance-- Dec. 31, 2006 Additions Deletions Dec. 31, 2007 ASSETS Cash and cash equivalents $ 3,349,538 $ 2,765,053 $ 229,111 $ 5,885,480 Receivables - interest 52,828 21,535 8,276 66,087 Investments, at fair value U S Government securities 4,766,435 1,554,052 1,509,617 4,810,870 Corporate bonds 619,536 507,727 - 1,127,263 Total Investments, at fair value 5,385,971 2,061,779 1,509,617 5,938,133 Total Assets 8,788,337 4,848,367 1,747,004 11,889,700 LIABILITIES Amounts held for other governments $ 8,788,337 $ 4,848,367 $ 1,747,004 $ 11,889,700 See the accompanying independent auditors' report. COMPONeNT UNIT City of Fort Collins Comprehensive Annual Financial Report 145 COMPONENT UNIT FUNDS RECONCILIATIONS COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES DOWNTOWN DEVELOPMENT AUTHORITY Reconciliations: Reconciliation of the Balance Sheet to the Statement of Net Assets Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances to the Statement of Activities Funds: General -- to account for all general operations of the DDA except those required to be accounted for in another fund. Debt Service -- to account for tax increment revenues received from property taxes and used to service the DDA's tax increment bonds. 146 City of Fort Collins Comprehensive Annual Financial Report COMPONENT UNIT RECONCILIATION OF THE BALANCE SHEET TO THE STATEMENT OF NET ASSETS DECEMBER 31, 2007 Statement Total Adjustments of Net Assets ASSETS Cash and cash equivalents $ 2,989,635 $ - $ 2,989,635 Investments 6,488,789 - 6,488,789 Receivables Property taxes 5,349,573 - 5,349,573 Accounts 112,468 - 112,468 Accrued interest 72,166 - 72,166 Due from other governments 2,561 - 2,561 Inventory of real property held for resale 135,464 - 135,464 Capital assets (non-depreciable) - 1,001,197 1 1,001,197 Capital assets (net of accumulated depreciation) - 1,858,417 1 1,858,417 Unamortized bond issuance costs - 18,231 2 18,231 Total Assets 15,150,656 2,877,845 18,028,501 LIABILITIES Accounts payable 131,608 - 131,608 Accrued wages payable 24,413 - 24,413 Accrued interest payable - 37,780 3 37,780 Unearned revenue 5,426,173 - 5,426,173 Compensated Absences - 29,355 29,355 Non-Current liabilities Due within one year - 2,270,000 3 2,270,000 Due after one year - 7,420,000 3 7,420,000 Total Liabilities 5,582,194 9,757,135 15,339,329 FUND BALANCES/NET ASSETS Fund balances Reserved for inventory of real property held for resale 135,464 (135,464) - Reserved for debt service 2,522,493 (2,522,493) - Reserved for encumbrances 5,449,729 (5,449,729) - Unreserved, reported in: Undesignated 1,460,776 (1,460,776) - Total Fund Balances $ 9,568,462 (9,568,462) - Net Assets: Invested in capital assets, net of related debt 624,900 624,900 Reserved for debt service 2,522,493 2,522,493 Reserved for capital projects 5,585,193 5,585,193 Unrestricted (deficit) (6,043,414) 4 (6,043,414) Total Net Assets of Component Unit (page 33) $ 2,689,172 $ 2,689,172 1 Capital assets net of accumulated depreciation used in governmental activities are not current financial resources. Therefore they are not reported in the funds. 2 Bond issuance costs are not financial resources and therefore not reported in the funds. 3 Long-term liabilities, including bonds payable, related accrued interest, and accrued compensated absences, are not due and payable in the current period and therefore not reported in the funds. 4 The component unit receives tax increment to service the bonds issued for improvements made within the downtown area. A majority of these improvements relate to building facades intended to preserve the historical architecture in the Old Town area of the City's downtown. Although the component unit may benefit over time from any increase in the assessed value of these properties related to these improvements, no assets are recorded in relation to these activities. As a result, the statement of net assets for the component unit reflects a deficit balance for unrestricted net assets. See the accompanying independent auditors' report City of Fort Collins Comprehensive Annual Financial Report 147 COMPONENT UNIT RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES TO THE STATEMENT OF ACTIVITIES FOR THE YEAR ENDED DECEMBER 31, 2007 Statement Total Adjustments of Activities Expenditures/Expenses (including transfers): Expenditures/expenses $ 5,995,829 $ (1,896,768) 1 $ 4,099,061 Program Revenues Charges for services 143,437 - 143,437 Net Program Revenues 143,437 - 143,437 Net Program Expense 5,852,392 (1,896,768) 3,955,624 General Revenues Property taxes 4,144,752 - 4,144,752 Investment earnings 649,858 - 649,858 Miscellaneous 5,917,235 (4,750,350) 2 1,166,885 Total General Revenues 10,711,845 (4,750,350) 5,961,495 Change in Net Assets (pages 34-35) 4,859,453 (2,853,582) 2,005,871 Fund Balance/Net Assets Beginning of the year 4,709,009 (4,025,708) 683,301 End of the year $ 9,568,462 $ (6,879,290) $ 2,689,172 1 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 Net increase in accrued interest related to last debt service payment 17,161 Net increase in compensated absences 15,057 Debt Payment (2,245,000) Net decrease in current year amortization of bond cost 4,559 Current year depreciation 311,455 $ (1,896,768) 2 Proceeds from issuance of long term debt are not reported as revenues Gain from capital assets 949,650 Proceeds from issuance of long term debt are not reported as revenues (5,700,000) $ (4,750,350) See the accompanying independent auditors' report 148 City of Fort Collins Comprehensive Annual Financial Report DOWNTOWN DEVELOPMENT AUTHORITY COMBINING BALANCE SHEET DECEMBER 31, 2007 General Debt Service Total ASSETS Cash and cash equivalents $ 2,200,020 $ 789,615 $ 2,989,635 Investments 4,774,952 1,713,837 6,488,789 Receivables Property taxes 539,567 4,810,006 5,349,573 Accounts 112,468 - 112,468 Interest 53,125 19,041 72,166 Due from other governments 2,561 - 2,561 Inventory of real property held for resale 135,464 - 135,464 Total Assets 7,818,157 7,332,499 15,150,656 LIABILITIES AND FUND BALANCES Liabilities Accounts payable, accruals, and other 131,608 - 131,608 Accrued wages payable 24,413 - 24,413 Unearned revenue 616,167 4,810,006 5,426,173 Total Liabilities 772,188 4,810,006 5,582,194 Fund Balances Reserved for: Encumbrances 5,449,729 - 5,449,729 Inventory of real property held for resale 135,464 - 135,464 Debt service - 2,522,493 2,522,493 Unreserved, undesignated, reported in: Undesignated 1,460,776 - 1,460,776 Total Fund Balances 7,045,969 2,522,493 9,568,462 Total Liabilities and Fund Balances $ 7,818,157 $ 7,332,499 $ 15,150,656 See the accompanying independent auditor's report. City of Fort Collins Comprehensive Annual Financial Report 149 DOWNTOWN DEVELOPMENT AUTHORITY COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ALL GOVERNMENTAL FUND TYPES FOR THE YEAR ENDED DECEMBER 31, 2007 General Debt Service Total REVENUES Taxes $ 462,182 $ 3,682,570 $ 4,144,752 Licenses and permits 1,800 - 1,800 Fees and charges for services 141,637 - 141,637 Earnings on investments 442,746 207,112 649,858 Miscellaneous revenue 217,235 - 217,235 Total Revenues 1,265,600 3,889,682 5,155,282 EXPENDITURES Current operating Administrative 3,104,167 - 3,104,167 Capital outlay 11,204 - 11,204 Bond issue costs 32,500 - 32,500 Debt service Principal - 2,245,000 2,245,000 Interest - 602,958 602,958 Total Expenditures 3,147,871 2,847,958 5,995,829 Excess (Deficiency) of Revenues Over (Under) Expenditures (1,882,271) 1,041,724 (840,547) OTHER FINANCING SOURCES Proceeds from issuance of long term debt 5,700,000 - 5,700,000 Total Other Financing Sources 5,700,000 - 5,700,000 Net Change in Fund Balances 3,817,729 1,041,724 4,859,453 Fund Balances-January 1 3,228,240 1,480,769 4,709,009 Fund Balances-December 31 $ 7,045,969 $ 2,522,493 $ 9,568,462 See the accompanying independent auditor's report. 150 City of Fort Collins Comprehensive Annual Financial Report DOWNTOWN DEVELOPMENT AUTHORITY GENERAL FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Taxes $ 462,182 $ 483,100 $ (20,918) Earnings on investments 442,746 150,000 292,746 Fees and charges for services 143,437 42,700 100,737 Miscellaneous revenue 217,235 120,000 97,235 Total Revenues 1,265,600 795,800 469,800 EXPENDITURES Administration 3,104,167 9,120,141 6,015,974 Capital outlay 11,204 105,000 93,796 Bond issue costs 32,500 82,500 50,000 Total Expenditures 3,147,871 9,307,641 6,159,770 Excess (Deficiency) of Revenues Over (Under) Expenditures (1,882,271) (8,511,841) 6,629,570 OTHER FINANCING SOURCES Proceeds from issuance of long term debt 5,700,000 5,700,000 - Changes in Fund Balances 3,817,729 $ (2,811,841) $ 6,629,570 Net Assets--January 1 3,228,240 Net Assets--December 31 $ 7,045,969 See the accompanying independent auditor's report City of Fort Collins Comprehensive Annual Financial Report 151 DOWNTOWN DEVELOPMENT AUTHORITY DEBT SERVICE FUND SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-- ACTUAL AND BUDGET FOR THE YEAR ENDED DECEMBER 31, 2007 Variance- Positive Actual Budget (Negative) REVENUES Taxes $ 3,682,570 $ 3,682,571 $ (1) Earnings on investments 207,112 178,413 28,699 Total Revenues 3,889,682 3,860,984 28,698 EXPENDITURES Principal 2,245,000 2,245,000 - Interest 602,958 761,854 158,896 Total Expenditures 2,847,958 3,006,854 158,896 Excess of Revenues Over Expenditures 1,041,724 $ 854,130 $ 187,594 Net Assets--January 1 1,480,769 Net Assets--December 31 $ 2,522,493 See the accompanying independent auditor's report 152 City of Fort Collins Comprehensive Annual Financial Report THIS PAGE INTENTIONALLY LEFT BLANK. Statistical Section STATISTICAL SeCTION City of Fort Collins Comprehensive Annual Financial Report 153 Statistical Section This part of the City of Fort Collins comprehensive annual financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the governments overall financial health. Financial Trends - These schedules contain trend information to help the reader understand how the City of Fort Collins’ financial performance and well-being have changed over time. Net Assets by Component ................................................ Exh. A-1 ........................................................ 155 Changes in Net Assets ...................................................... Exh. A-2 ........................................................ 156 Fund Balances, Governmental Funds ............................... Exh. A-3 ........................................................ 157 Changes in Fund Balances, Governmental Funds ............ Exh. A-4 ........................................................ 158 Revenue Capacity - These schedules contain information to help the reader assess the City of Fort Collins’ most significant local revenue sources - Sales and Use taxes. Taxable Sales by Category ............................................... Exh. A-5 ........................................................ 159 Direct and Overlapping Sales Tax Rates .......................... Exh. A-6 ........................................................ 160 Sales Tax Revenue Taxpayers by Industry....................... Exh. A-7 ........................................................ 161 Debt Capacity - These schedules present information to help the reader assess the affordability of the City of Fort Collins’ current levels of outstanding debt and its ability to issue additional debt in the future. Ratios of Outstanding Debt by Type ................................ Exh. A-8 ........................................................ 162 Ratios of General Bonded Debt Outstanding ................... Exh. A-9 ........................................................ 163 Direct & Ourlapping Governmental Act. Debt................. Exh. A-10 ...................................................... 164 Legal Debt Margin Information........................................ Exh. A-11 ...................................................... 165 Pledged Revenue Coverage .............................................. Exh. A-12 ...................................................... 166 Demographic and Economic Information - These schedules offer demographics and economic indicators to help the reader understand the environment within which the City of Fort Collins financial activities take place. Demographic and Economic Statistics ............................. Exh. A-13 ...................................................... 167 Principal Employers.......................................................... Exh. A-14 ...................................................... 168 Full-time Equivalent City Emp. By Function/Program.... Exh. A-15 ...................................................... 169 Operating Information - These schedules contain service and infrastructure date to help the reader understand how the information in City of Fort Collins financial report relates to the services government provides and the activities it performs. Operating Indicators by Function/Program ...................... Exh. A-16 ...................................................... 170 Capital Asset Statistics by Function/Program .................. Exh. A-17 ...................................................... 171 Sources: Unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports for the relevant year and/or city departments. The city implemented Statement 34 in 2001; schedules presenting government-wide information include information begin in that year. 154 City of Fort Collins Comprehensive Annual Financial Report THIS PAGE INTENTIONALLY LEFT BLANK. City of Fort Collins Comprehensive Annual Financial Report 155 Net Assets by Component Exhibit A-1 Last Seven Fiscal Years (accrual basis of accounting) Fiscal Year 2001 2002 2003 2004 2005 2006 2007 Governmental activities Invested in capital assets, net of related debt $ 118,461,814 $ 194,619,518 $ 419,142,373 $ 392,474,961 $ 428,474,008 $ 481,712,612 $ 526,367,326 Restricted 46,405,827 47,125,993 42,592,683 72,289,200 77,744,835 58,068,181 37,074,350 Unrestricted 120,196,845 94,755,679 91,586,872 111,295,394 126,586,076 125,096,333 135,730,814 Total governmental activities net assets 285,064,486 336,501,190 553,321,928 576,059,555 632,804,919 664,877,126 699,172,490 Business-type activities Invested in capital assets, net of related debt 261,470,300 291,048,424 327,793,571 340,553,716 358,079,436 376,929,367 398,949,427 Restricted 13,512,367 19,012,337 7,116,699 4,546,368 1,117,982 1,090,814 1,130,328 Unrestricted 110,192,514 109,482,223 109,284,221 123,724,366 141,009,608 161,846,962 175,272,980 Total business-type activities net assets 385,175,181 419,542,984 444,194,491 468,824,450 500,207,026 539,867,143 575,352,735 Primary government Invested in capital assets, net of related debt 379,932,114 485,667,942 746,935,944 733,028,677 786,553,444 858,641,979 925,316,753 Restricted 59,918,194 66,138,330 49,709,382 76,835,568 78,862,817 59,158,995 38,204,678 Unrestricted 230,389,359 204,237,902 200,871,093 235,019,760 267,595,684 286,943,295 311,003,794 Total Primary government net assets $ 670,239,667 $ 756,044,174 $ 997,516,419 $ 1,044,884,005 $ 1,133,011,945 $ 1,204,744,269 $ 1,274,525,225 156 City of Fort Collins Comprehensive Annual Financial Report Changes in Net Assets Exhibit A-2 Last Seven Fiscal Years (accrual basis of accounting) Expenses 2001 2002 2003 2004 2005 2006 2007 Governmental activities General government $486 13,725,$585 20,393,$513 22,442,$657 12,809,$748 18,853,$414 26,470,$850 27,866, Public safety- police and judicial 20,544,179 22,338,974 22,479,641 23,689,655 24,716,250 27,352,275 29,575,118 Public safety- fire service under IGA 11,696,381 12,619,828 12,682,604 12,625,297 14,515,155 16,560,945 15,505,340 Culture, parks, recreation & environment 33,560,789 25,219,524 22,699,165 31,412,377 34,028,772 32,003,627 33,150,455 Planning and development 1,110,178 11,112,799 9,746,908 11,729,941 5,751,845 5,524,775 7,592,991 Transportation 46,422,427 42,134,542 35,261,512 43,124,513 41,073,637 44,644,423 42,495,285 Library 3,638,486 3,937,569 3,759,222 3,644,539 3,790,496 3,728,929 3,899,771 Interest on long-term debt 2,297,705 1,967,610 1,236,604 2,091,589 3,172,312 3,100,357 3,112,906 Total governmental activities expenses 132,995,631 139,724,431 130,308,169 141,127,569 145,902,215 159,385,746 163,198,716 Business-type activities Light & Power 62,480,541 65,180,204 67,103,368 69,013,750 73,898,381 73,792,864 80,479,078 Water 17,809,885 17,972,057 18,990,881 19,644,348 19,786,700 19,789,796 23,272,388 Wastewater 13,644,763 13,664,776 13,079,274 14,105,019 13,865,899 13,187,287 14,239,803 Storm drainage 5,215,756 6,498,658 6,826,042 8,237,107 8,186,997 7,492,902 9,132,090 Golf 2,166,112 2,302,690 2,348,717 2,297,149 2,528,846 2,469,437 2,696,698 Fort Collins Housing Authority 6,436,698 - - - - - - Total business-type activities expenses 107,753,755 105,618,385 108,348,282 113,297,373 118,266,823 116,732,286 129,820,057 Total primary government expenses 240,749,386 245,342,816 238,656,451 254,424,941 264,169,038 276,118,031 293,018,773 Program revenues Governmental activities General government 3,476,188 3,927,357 3,309,335 4,298,730 4,297,168 4,705,594 4,889,707 Public safety- police and judicial 1,632,831 1,562,334 2,997,990 2,768,110 2,371,137 2,436,387 3,719,375 Public safety- fire service under IGA - - - - - - - Culture, parks, recreation & environment 6,114,782 5,965,241 6,601,403 6,222,763 6,951,928 7,257,141 11,867,562 Planning and development 2,811,602 4,582,049 3,109,977 3,588,457 3,062,568 2,828,152 2,617,068 Transportation 9,970,837 8,252,211 8,548,508 9,216,297 8,805,105 9,295,808 9,293,000 Operating grants & contributions 9,701,817 11,715,273 10,194,032 10,453,738 23,639,767 10,683,640 10,988,074 Capital grants & contributions 23,640,849 45,930,841 25,086,437 28,275,058 46,701,699 31,529,551 30,931,625 Total governmental activities program revenues 57,348,906 81,935,306 59,847,682 64,823,153 95,829,372 68,736,272 74,306,411 Business-type activities Light & Power 67,103,925 69,580,799 71,019,850 74,571,140 80,049,080 81,481,709 83,325,503 Water 21,556,073 22,565,427 23,614,722 22,798,497 24,544,153 26,365,645 25,243,152 Wastewater 13,314,475 13,394,679 12,993,746 13,414,864 13,908,038 14,235,334 15,114,423 Storm drainage 6,697,137 10,782,162 11,962,505 13,234,248 13,504,920 13,073,526 13,196,697 Golf 2,278,472 2,355,856 2,206,936 2,215,351 2,415,275 2,540,073 2,578,555 Fort Collins Housing Authority 1,021,128 - - - - - - Operating grants & contributions 5,791,430 57,404 182,457 52,358 56,570 12,916 19,761 Capital grants & contributions 18,249,677 12,152,180 12,696,133 12,983,817 16,591,023 16,150,933 16,651,016 Total business-type activities program revenues 136,012,317 130,888,507 134,676,349 139,270,275 151,069,059 153,860,136 156,129,107 Total primary government program revenues 193,361,223 212,823,813 194,524,031 204,093,428 246,898,431 222,596,408 230,435,518 Net (expenses) revenue Governmental activities (75,646,725) (57,789,125) (70,460,487) (76,304,416) (50,072,843) (90,649,474) (88,892,305) Business-type activities 28,258,562 25,270,122 26,328,067 25,972,902 32,802,236 37,127,850 26,309,050 Total primary government net expenses (47,388,163) (32,519,003) (44,132,420) (50,331,513) (17,270,607) (53,521,624) (62,583,255) General revenues and other changes in net assets Govermental activities Taxes: Sales & use taxes 70,590,670 69,518,992 68,375,870 72,057,494 72,735,337 75,630,868 78,444,572 Property taxes 13,052,072 13,503,342 13,902,709 14,443,612 14,954,882 15,898,094 16,297,997 Occupational privilege taxes 2,103,813 2,093,644 2,340,669 2,252,672 2,227,562 2,423,657 2,358,803 Lodging tax 565,323 574,134 581,636 601,144 668,499 841,586 837,773 Intergovernmental not restricted to programs 520,833 526,581 504,296 527,020 493,989 486,121 540,947 Investment earnings 9,266,053 5,683,844 2,819,956 2,955,230 8,940,850 17,231,464 14,546,406 Miscellaneous 908,502 3,334,954 511,846 278,050 392,002 3,539,882 3,261,060 City of Fort Collins Comprehensive Annual Financial Report 157 Fund Balances, Governmental Funds Exhibit A-3 Last Ten Fiscal Years (modified accrual basis of accounting) Fiscal Year 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 General Fund Reserved $729 4,460,$879 5,978,$850 5,205,$958 4,347,$657 5,642,$ 16,957,345 $ 16,140,770 $ 18,014,876 $ 16,988,903 $ 15,071,952 Unreserved 16,460,066 19,931,031 24,958,732 30,465,865 25,992,377 19,839,363 18,014,222 19,381,924 26,015,681 33,186,165 Total general fund 20,920,795 25,909,910 30,164,582 34,813,823 31,635,034 36,796,708 34,154,992 37,396,800 43,004,584 48,258,117 All Other Governmental Funds Reserved 26,867,298 27,246,844 28,334,088 28,209,832 20,048,514 12,572,821 9,931,468 59,724,336 46,909,568 23,227,977 Unreserved, reported in: Special revenue funds 31,925,374 43,151,969 49,525,370 17,594,241 23,772,222 47,487,142 70,574,504 32,640,561 21,677,280 61,245,741 Capital projects funds 18,644,760 23,566,723 29,493,757 64,333,359 56,474,271 30,134,647 61,155,466 64,842,255 62,337,355 25,808,935 Total all other governmental funds $432 77,437,$536 93,965,$215 107,353,$432 110,137,$007 100,295,$ 90,194,610 $ 141,661,438 $ 157,207,152 $ 130,924,203 $ 110,282,653 158 City of Fort Collins Comprehensive Annual Financial Report Changes in Fund Balances, Govermental Funds Exhibit A-4 Last Ten Fiscal Years (modified accrual basis of accounting) Fiscal Year 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 Revenues Taxes $273 68,828,$186 76,552,$964 80,502,$996 84,401,$283 84,888,$702 84,770,$414 88,866,$479 90,071,$042 93,994,$103 97,278, Licences & permits 1,773,395 1,970,537 1,912,175 1,966,012 1,808,667 1,855,332 1,947,923 1,887,158 1,656,006 1,656,505 Intergovernmental 18,508,619 23,860,127 18,052,827 21,359,238 23,372,793 17,544,899 21,302,365 15,984,806 22,240,546 18,056,526 Fees and charges for services 28,408,917 29,121,175 28,972,969 31,459,431 28,912,284 30,394,985 33,975,149 31,381,641 31,681,498 39,946,708 Fines & forfeitures 1,180,399 1,125,615 1,196,768 1,224,963 1,306,502 1,844,921 2,287,262 1,928,786 2,266,293 2,824,814 Earnings on investments 4,306,837 4,561,377 8,359,859 8,372,837 4,798,315 2,291,160 2,421,546 5,381,259 8,514,736 8,798,119 Securities lending income - - - - 313,622 183,250 274,776 3,076,855 7,807,487 3,914,689 Miscellaneous revenue 4,166,521 7,165,990 11,790,435 12,858,265 18,600,135 12,862,838 14,175,373 30,199,006 15,200,919 12,645,509 Total Revenues 127,172,961 144,357,007 150,787,997 161,642,742 164,000,601 151,748,087 165,250,808 179,910,990 183,361,527 185,120,973 Expenditures Executive, legislative and judicial 4,095,038 4,955,594 5,026,476 5,375,613 9,689,141 5,402,331 5,335,248 8,770,182 8,116,764 9,609,283 Facility operations 7,657,170 8,493,974 8,591,638 9,534,343 6,860,834 7,477,404 8,090,302 3,872,877 5,449,028 5,738,299 Culture, parks, recreation & environment 14,405,701 15,089,125 16,062,572 17,041,257 16,806,369 18,663,900 18,385,004 17,886,794 23,590,848 24,175,291 Library 2,860,332 3,026,123 3,506,937 3,638,486 3,937,569 3,759,222 3,644,539 3,790,496 3,728,929 3,899,771 Communications & technology - - - - - 3,642,143 3,572,708 3,751,322 4,022,650 3,765,399 Planning and development 3,728,713 4,204,878 4,534,122 5,068,231 7,586,270 4,961,304 27,198,181 11,383,196 7,089,060 8,192,604 Police protection 15,185,985 16,609,289 19,808,576 20,374,513 23,049,481 24,081,499 27,239,644 24,748,433 26,565,914 28,463,454 Transportation 18,054,662 18,893,093 25,193,213 29,130,620 26,212,368 24,601,620 33,388,348 32,029,219 32,048,536 31,695,280 Emergency recovery - - - - - 601,940 - - - - Other 8,482,253 8,443,191 3,821,557 2,883,175 7,005,539 5,832,599 4,675,639 2,010,158 1,909,229 2,417,492 Securities lending Interest - - - - 277,793 147,123 254,967 3,055,554 7,694,589 3,854,053 Agent fees - - - - 14,331 14,451 19,809 21,302 45,159 37,268 Intergovernmental Fire protection 9,303,658 9,870,704 10,440,552 11,696,381 12,619,828 12,682,604 12,625,297 14,515,155 15,160,769 15,505,340 Flood recovery 1,135,710 1,246,529 370,480 - - - - - - - Capital outlay 27,085,089 29,468,401 31,369,703 46,375,158 57,542,325 41,144,709 18,922,346 27,362,892 61,964,472 54,064,892 Debt service Principal 3,890,000 3,780,000 4,640,000 4,350,000 4,362,753 2,854,188 3,090,384 3,776,820 4,243,495 2,987,796 Interest 1,811,639 2,709,034 2,343,332 1,893,719 1,780,982 1,515,432 1,273,528 4,262,363 3,267,299 3,128,024 Bond issurance costs 120,786 - - - - - - - - - Total expenditures 117,816,736 126,789,935 135,709,158 157,361,496 177,745,583 157,382,469 167,715,944 161,236,763 204,896,741 197,534,246 Excess of revenues over (under) expenditures 9,356,225 17,567,072 15,078,839 4,281,246 (13,744,982) (5,634,382) (2,465,136) 18,674,227 (21,535,214) (12,413,273) Other Financing Sources (Uses) Proceeds from issuance of long term debt 17,527,191 2,696,192 1,309,171 1,966,262 380,739 173,185 51,402,049 162,295 608,269 762,845 Transfers in 70,366,785 80,087,582 87,666,619 102,175,276 105,115,523 107,193,381 103,815,358 104,097,611 114,139,713 112,845,575 Transfers in from component unit 1,464,585 1,497,927 1,690,949 815,533 - - - - - - Transfers out (69,926,186) (79,659,070) (87,487,133) (101,819,432) (104,770,509) (107,077,655) (103,927,159) (104,146,611) (113,887,933) (116,583,164) Total other financing sources (uses) 19,432,375 4,622,631 3,179,606 3,137,639 725,753 288,911 51,290,248 113,295 860,049 (2,974,744) Net change in fund balances $600 28,788,$703 22,189,$445 18,258,$885 7,418,$ (13,019,229)$ (5,345,471)$112 48,825,$522 18,787,$ (20,675,165)$ (15,388,017) Debt service as a percentage of noncapital expenditures 6.28% 6.67% 6.69% 4.34% 4.87% 3.64% 3.17% 6.67% 5.13% 4.35% City of Fort Collins Comprehensive Annual Financial Report 159 Taxable Sales by Category Exhibit A-5 Last Ten Fiscal Years in thousands of dollars Taxable Sales Calendar Year 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 Sales Tax Category Miscellaneous Retail $ 201,283 $ 213,023 $ 227,760 $ 229,868 $ 223,347 $ 217,429 $ 218,425 $ 221,132 $ 225,023 $ 243,737 General Merchandise Stores 216,168 231,598 258,345 271,604 323,486 332,573 335,480 339,708 334,855 336,227 Apparel & Accessory Stores 78,270 89,734 98,045 83,690 84,281 84,749 94,914 96,150 87,785 84,994 Food Stores 185,587 203,234 216,476 300,241 264,516 273,672 281,450 298,150 319,965 348,228 Eating & Dining Places 169,336 181,606 199,016 214,198 221,738 227,153 238,346 248,914 255,924 272,889 Hotel & Other Lodging Places 22,574 22,848 24,838 23,473 23,599 23,201 25,009 27,199 31,716 34,258 Furniture & Home Furnishings 79,814 82,194 89,372 114,955 120,329 123,297 132,208 144,843 155,212 172,831 Building & Construction 88,925 121,114 127,690 125,830 119,727 113,000 121,801 128,455 129,668 132,825 Auto Dealers & Service Stations 101,391 115,162 135,046 151,298 160,089 155,064 149,347 143,264 141,449 155,473 Garages & Misc Repairs 37,322 40,432 42,814 17,042 17,230 17,664 18,215 17,526 18,546 21,741 Transportation & Public Utilities 139,966 153,307 166,947 192,492 185,596 191,610 203,274 196,728 201,430 212,697 Manuf & Wholesale Trade 75,668 73,721 88,046 80,470 67,721 70,493 74,503 82,145 174,376 98,230 Business Services 56,820 62,933 62,029 116,166 103,258 90,809 84,968 82,965 83,220 84,189 Personal Services 24,397 25,864 26,270 18,796 20,615 17,674 15,714 15,397 15,307 15,619 Services Industries 25,680 27,649 31,238 36,629 28,027 28,453 28,359 28,966 29,216 31,968 Amuse & Recreation Services 3,423 3,276 3,749 2,270 2,240 2,367 2,670 2,556 2,373 2,615 Total $ 1,506,624 $ 1,647,695 $ 1,797,681 $ 1,979,022 $ 1,965,799 $ 1,969,208 $ 2,024,683 $ 2,074,098 $ 2,206,065 $ 2,248,521 City direct sales tax rate* 3.00% 3.00% 3.00% 3.00% 3.00% 3.00% 3.00% 3.00% 3.00% 3.00% * Food sales city direct sales tax rate is 2.25% 160 City of Fort Collins Comprehensive Annual Financial Report Direct and Overlapping Sales Tax Rates Exhibit A-6 Last Ten Fiscal Years Fiscal Year City Direct Rate* Larimer County Colorado State 1998 3.00% 0.65% 3.00% 1999 3.00% 0.75% 3.00% 2000 3.00% 0.80% 3.00% 2001 3.00% 0.80% 2.90% 2002 3.00% 0.80% 2.90% 2003 3.00% 0.80% 2.90% 2004 3.00% 0.80% 2.90% 2005 3.00% 0.80% 2.90% 2006 3.00% 0.80% 2.90% 2007 3.00% 0.80% 2.90% * Food sales direct rate is 2.25% City of Fort Collins Comprehensive Annual Financial Report 161 Sales Tax Revenue Taxpayers by Industry Exhibit A-7 Current Year and 2001 Fiscal Year 2007 Fiscal Year 2001 Number Percentage Tax Percentage Number Percentage Tax Percentage of Filers of Total Liability of Total of Filers of Total Liability of Total General Merchandise Stores 16 0.17% $ 9,426,402 14.87% 10 0.19% $ 7,805,470 13.73% Food Stores 149 1.62% 7,989,126 12.60% 76 1.43% 7,484,159 13.16% Eating & Dining Places 351 3.81% 7,513,532 11.85% 217 4.08% 6,311,514 11.10% Miscellaneous Retail 1,350 14.67% 6,620,372 10.44% 726 13.66% 6,771,484 11.91% Transportation & Public Utilities 287 3.12% 5,976,898 9.43% 160 3.01% 5,735,966 10.09% Manufacturing & Wholesale Trade 727 7.90% 5,193,032 8.19% 580 10.91% 2,374,589 4.18% Furniture & Home Furnishings 406 4.41% 4,609,636 7.27% 191 3.59% 3,394,319 5.97% Auto Dealers & Service Stations 142 1.54% 4,203,752 6.63% 96 1.81% 4,475,588 7.87% Building & Construction 1,913 20.79% 3,844,345 6.07% 948 17.84% 3,765,688 6.62% Apparel & Accessory Stores 198 2.15% 2,581,570 4.07% 110 2.07% 2,464,059 4.33% Business Services 2,092 22.73% 2,455,758 3.87% 1,246 23.44% 3,387,916 5.96% Hotel & Other Lodging Places 19 0.21% 1,061,910 1.68% 10 0.19% 697,182 1.23% Services Industries 503 5.47% 871,210 1.37% 324 6.10% 1,083,407 1.91% Garages & Misc Repairs 220 2.39% 543,445 0.86% 134 2.52% 491,756 0.86% Personal Services 727 7.90% 424,438 0.67% 421 7.92% 545,920 0.96% Amusement & Recreation Services 103 1.12% 70,144 0.11% 66 1.24% 68,407 0.12% Total 9,203 100.00% $ 63,385,570 100.00% 5,315 100.00% $ 56,857,422 100.00% Note: Due to confidentiality issues, the names of the ten largest revenue payers are not available. The categories presented are intended to provide alternative information regarding the sources of the city's revenue. Data not available before 2001. 162 City of Fort Collins Comprehensive Annual Financial Report Ratios of Outstanding Debt by Type Last Ten Fiscal Years Exhibit A-8 Governmental Activities Business-Type Activities General Certificates Assignment Special General Certificates Assignment Total Percentage Fiscal Obligation Revenue of of Lease Assessment Capital Obligation Revenue of of Lease Capital Primary of Personal Per Year Bonds Bonds Completion Payments Bonds Leases Bonds Bonds Completion Payments Leases Government Income Capita 1998 $ 2,635,000 $ 19,794,464 $ 17,210,000 $ - $ 80,000 $ 4,156,502 $ 31,020,000 $ 98,152,948 $ - $ - $ 919,917 $ 171,333,831 5.8% $ 1,525 1999 1,800,000 17,654,464 18,240,000 - - 4,354,028 28,225,000 118,585,608 2,255,000 - 1,466,032 190,780,132 6.0% 1,646 2000 920,000 15,289,464 17,565,000 - - 4,243,085 25,340,000 118,630,852 2,180,000 - 1,373,564 184,621,965 5.1% 1,556 2001 - 12,804,464 16,865,000 890,000 - 4,226,557 22,280,000 122,326,648 2,115,000 2,830,000 721,364 185,059,033 4.8% 1,510 2002 - 10,204,464 16,135,000 862,247 - 5,019,065 19,255,000 128,110,894 2,045,000 2,741,753 555,941 184,929,364 4.7% 1,486 2003 - 7,989,464 15,370,000 833,059 - 4,920,921 16,410,000 118,474,753 1,970,000 2,648,941 465,866 169,083,004 4.3% 1,348 2004 - 6,879,464 63,220,000 802,675 - 4,603,376 13,455,000 115,036,666 1,890,000 2,552,325 280,199 208,719,705 5.0% 1,645 2005 - 5,744,464 61,870,000 770,855 - 3,474,537 10,455,000 107,494,970 1,805,000 2,451,145 251,431 194,317,402 4.4% 1,522 2006 - 4,579,464 60,190,000 737,360 - 2,814,989 7,395,000 99,030,703 1,715,000 2,344,640 - 178,807,156 3.9% 1,381 2007 - 3,341,863 58,345,000 702,430 - 2,602,170 5,000,000 90,602,490 1,715,000 2,233,570 489,272 165,031,795 n/a n/a City of Fort Collins Comprehensive Annual Financial Report 163 Ratios of General Bonded Debt Outstanding Exhibit A-9 Last Ten Fiscal Years Percentage of General Actual Taxable Fiscal Obligation Value of Per Year Bonds Property Capita 1998 $ 33,655,000 0.54% $ 300 1999 30,025,000 0.42% 259 2000 26,260,000 0.35% 221 2001 22,280,000 0.25% 182 2002 19,255,000 0.21% 155 2003 16,410,000 0.15% 131 2004 13,455,000 0.12% 106 2005 10,455,000 0.09% 82 2006 7,395,000 0.06% 57 2007 5,000,000 0.04% n/a 164 City of Fort Collins Comprehensive Annual Financial Report Direct and Overlapping Governmental Activities Debt Exhibit A-10 As of December 31, 2007 Outstanding General Percentage Share of Debt Obligation Applicable Applicable Debt 1 to the City 2 to the City City of Fort Collins $ - 0.00% $ - Overlapping Debt Poudre R-1 School District 3 224,369,466 73.51% 164,941,740 Poudre Health Services District 3 - 72.06% - Fort Collins Regional Library 3 - 74.87% - 224,369,466 164,941,740 Totals $ 224,369,466 $ 164,941,740 Estimated actual valuation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . 13,. . 603,426,669 Assessed valuation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 1,713,170,788 Net general obligation direct debt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . . . - Estimated overlapping debt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . . . 164,. . . 941,. . 740 Net direct and estimated overlapping debt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . 164,941,740 Ratio of net direct debt to estimated actual valuation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.0000 Ratio of net direct debt to assessed valuation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.0000 Net direct debt per capita 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . - Ratio of net direct and estimated overlapping debt to estimated actual valuation. . . . . . . . . . . . . . . . . . . . . . . . . . 0.0121 Ratio of net direct and estimated overlapping debt to assessed valuation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.0963 Net direct and estimated overlapping debt per capita 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . 1,274 Estimated actual valuation per capita 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . 105,037 Assessed valuation per capita 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . . . . 13,228 1 2 3 Source: Governmental entity. 4 Based on 2006 Population estimate per Colorado State Demography Office --129,511 Determined by calculating ratio of assessed valuation of taxable property within the City to assessed valuation of the overlapping unit. Source for assessed valuations: Larimer County Assessor's Office. ASSESSED VALUATION, DEBT, AND DEBT RATIO DECEMBER 31, 2007 Includes only general obligation debt supported by general property taxes less available debt service monies. Does not include general obligation water bonds which have historically been supported by water revenue and not property taxes or general obligation bonds supported by special assessments. City of Fort Collins Comprehensive Annual Financial Report 165 Legal Debt Margin Information Exhibit A-11 Last Ten Fiscal Years Assessed Valuation 1 $788 1,713,170, Debt limit - 10% of assessed value 171,317,079 Amount of debt applicable to limit: Total bonded debt (including special assessments) 108,634,353 Less: Assets in debt service funds available for payment of general obligation debt - Other deductions allowed by law: Downtown Development Authority tax increment bonds (9,690,000) Sales and use tax revenue bonds (1,900,000) General obligation water bonds (5,000,000) Water revenue bonds (31,271,504) Sewer revenue bonds (20,065,986) Storm drainage revenue bonds (39,265,000) Highway users tax revenue bonds (1,441,863) Net amount of debt applicable to debt limit - Legal debt margin $079 171,317, 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 Debt Limit $931 91,515,$072 175,085,$198 110,900,$557 124,863,$358 163,033,$233 136,426,$994 139,079,$485 149,791,$699 152,957,$079 171,317, Total net debt applicable to limit 2,635,000 2,330,000 920,000 - - - - - - - Legal debt margin $931 88,880,$072 172,755,$198 109,980,$557 124,863,$358 163,033,$233 136,426,$994 139,079,$485 149,791,$699 152,957,$079 171,317, Total net debt applicable to the limit as a percentage of debt limit 2.88% 1.33% 0.83% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 1Source: Larimer County Assessor's Office. 166 City of Fort Collins Comprehensive Annual Financial Report Pledged Revenue Coverage Exhibit A-12 Last Ten Fiscal Years Net Revenue Gross Available for Revenues Expenses Debt Service Principal Interest Total Coverage 1998 $ 17,493,497 $ 7,529,753 $ 9,963,744 $ 2,567,645 $ 2,395,363 $ 4,963,008 2.01 1999 17,357,616 8,076,117 9,281,499 2,599,075 2,281,244 4,880,319 1.90 2000 18,009,290 8,285,684 9,723,606 2,791,950 2,161,579 4,953,529 1.96 2001 19,267,404 8,733,170 10,534,234 3,040,433 2,057,455 5,097,888 2.07 2002 17,497,700 9,021,741 8,475,959 3,160,550 2,373,596 5,534,146 1.53 2003 16,498,459 8,767,456 7,731,003 3,172,004 2,220,133 5,392,137 1.43 2004 16,978,586 9,461,490 7,517,096 1,505,051 1,950,594 3,455,645 2.18 2005 17,139,528 9,487,565 7,651,963 2,969,994 1,873,686 4,843,680 1.58 2006 21,391,437 9,383,282 12,008,155 3,747,678 1,587,594 5,335,272 2.25 2007 22,047,827 9,931,390 12,116,437 3,921,558 1,183,713 5,105,271 2.37 Net Revenue Gross Available for Revenues Expenses Debt Service Principal Interest Total Coverage 1998 $ 5,636,101 $ 1,728,041 $ 3,908,060 $ 470,000 $ 709,328 $ 1,179,328 3.31 1999 6,883,868 1,861,037 5,022,831 500,000 1,174,146 1,674,146 3.00 2000 7,756,140 2,198,073 5,558,067 1,175,000 1,636,668 2,811,668 1.98 2001 8,289,000 2,256,919 6,032,081 1,410,000 1,644,566 3,054,566 1.97 2002 11,583,376 2,620,981 8,962,395 1,655,000 2,336,571 3,991,571 2.25 2003 12,910,089 2,574,203 10,335,886 2,162,500 2,284,237 4,446,737 2.32 2004 13,762,079 3,781,929 9,980,150 2,247,500 2,194,153 4,441,653 2.25 2005 14,848,147 3,741,376 11,106,771 2,325,000 2,114,130 4,439,130 2.50 2006 15,396,336 3,778,808 11,617,528 2,405,000 2,029,698 4,434,698 2.62 2007 16,698,247 4,614,609 12,083,638 2,150,000 1,642,746 3,792,746 3.19 Net Revenue Gross Available for Revenues Expenses Debt Service Principal Interest Total Coverage 1998 $ 23,360,903 $ 8,906,404 $ 14,454,499 $ 211,631 $ 278,521 $ 490,152 29.49 1999 26,068,298 9,577,305 16,490,993 1,446,660 1,402,711 2,849,371 5.79 2000 29,043,170 10,554,011 18,489,159 1,652,806 1,831,861 3,484,667 5.31 2001 32,227,924 11,099,066 21,128,858 1,698,771 1,792,715 3,491,486 6.05 2002 29,504,446 11,886,658 17,617,788 1,760,204 1,736,749 3,496,953 5.04 2003 31,104,859 12,932,160 18,172,699 2,026,637 1,677,963 3,704,600 4.91 2004 32,139,886 12,962,054 19,177,832 2,161,982 1,732,555 3,894,537 4.92 2005 36,534,831 13,288,211 23,246,620 2,236,701 1,656,398 3,893,099 5.97 2006 35,522,009 13,927,204 21,594,805 2,311,590 1,578,021 3,889,611 5.55 2007 39,010,420 14,631,766 24,378,654 2,401,656 1,497,294 3,898,950 6.25 Net Revenue Gross Available for Revenues Expenses Debt Service Principal Interest Total Coverage 1998 $ 2,889,902 $ - $ 2,889,902 $ - $ 102,207 $ 102,207 28.27 1999 3,050,174 - 2,211,376 90,000 148,555 238,555 9.27 2000 3,182,852 - 2,148,377 220,000 134,248 354,248 6.06 2001 3,264,212 - 2,366,554 230,000 126,548 356,548 6.64 2002 3,282,312 - 2,366,397 235,000 118,268 353,268 6.70 2003 3,184,979 - 2,309,109 245,000 109,573 354,573 6.51 2004 3,461,882 - 3,461,882 255,000 100,263 355,263 9.74 2005 3,219,501 - 3,219,501 260,000 90,318 350,318 9.19 2006 3,640,804 - 3,640,804 275,000 79,918 354,918 10.26 2007 3,478,444 - 3,478,444 147,866 205,777 353,643 9.84 Net Revenue Gross Available for Revenues Expenses Debt Service Principal Interest Total Coverage 1998 $ 45,325,646 $ - $ 45,325,646 $ 1,970,000 $ 882,580 $ 2,852,580 15.89 1999 50,699,053 - 50,699,053 2,050,000 794,035 2,844,035 17.83 City of Fort Collins Comprehensive Annual Financial Report 167 Demographic and Economic Statistics Exhibit A-13 Last Ten Fiscal Years Personal Per Income Capita Calendar (thousands Personal Unemployment Year Population of dollars) Income Rate 2007 n/a n/a n/a 3.4% 2006 129,511 $9,968,698 $35,397 3.9% 2005 127,686 9,330,387 34,323 4.4% 2004 126,903 8,816,010 32,796 4.6% 2003 125,461 8,264,210 31,036 5.3% 2002 124,428 8,267,020 31,344 4.7% 2001 122,521 8,164,809 31,451 3.0% 2000 118,652 7,657,065 30,272 2.5% 1999 115,937 6,756,866 27,369 n/a 1998 112,335 6,282,235 26,093 n/a Note: Information for personal income, per capita, and unemployment rate is based on the Fort Collins/Loveland regional area. Information not available prior to 2000 for unemployment rate. Source: Personal income, and per capita personal income provided by the Bureau of Economic Analysis. Unemployment rate provided by the Colorado Department of Labor and Employment. Population provided by the Colorado State Demography Office. 168 City of Fort Collins Comprehensive Annual Financial Report Principal Employers Exhibit A-14 2006 and Nine Years Ago Fiscal Year 2006 Fiscal Year 1997 Percentage Percentage of Total City of Total City Employer Employees Rank Employment Employees Rank Employment Colorado State University 6,948 1 8.5% 6,694 1 8.2% Hewlett Packard 3,182 2 3.9% 3,200 2 3.9% Poudre Valley Health System 3,020 3 3.7% 1,800 4 2.2% Poudre R-1 School District 3,014 4 3.7% 3,000 3 3.7% Agilent Technologies 2,800 5 3.4% - - 0.0% City of Fort Collins 1,864 6 2.3% 1,045 6 1.3% Larimer County 1,467 7 1.8% 1,300 5 1.6% Walmart Super Center 909 8 1.1% - - 0.0% Advanced Energy 825 9 1.0% 600 10 0.7% Anheuser- Busch 760 10 0.9% 721 8 0.9% Teledyne Waterpik - - - 682 9 0.8% Symbios Logic - - - 900 7 1.1% Total 24,789 30.4% 19,942 24.4% Source: City of Fort Collins Planning Department- most current information available is 2006. City of Fort Collins Comprehensive Annual Financial Report 169 Full-time Equivalent City Employees by Function/ Program Exhibit A-15 Last Eight Fiscal Years Function/ Program 2000 2001 2002 2003 2004 2005 2006 2007 General government Budget 4.0 4.0 4.0 3.9 4.0 3.8 2.0 2.0 City Attorney's Office 9.9 9.3 9.7 10.3 10.2 9.8 10.6 10.9 City Clerk's Office 6.5 7.1 6.8 6.6 6.2 6.5 5.8 6.1 City Council 7.0 7.2 7.0 7.0 7.0 7.3 7.0 7.2 City Manager's Office 11.2 12.0 12.8 12.5 12.8 11.8 11.1 12.5 Comm & Public Involvement 6.0 6.8 8.0 8.4 9.2 8.9 7.5 7.6 Finance 33.5 33.8 35.0 34.7 34.4 31.0 31.0 33.9 Geographic Information Service 13.8 14.7 15.8 14.9 14.4 14.4 16.0 15.3 Human Resources 15.1 15.4 18.8 19.4 18.4 17.7 16.1 14.9 Information Technology 16.2 17.1 16.7 16.2 16.4 17.3 16.5 17.3 Operations Services 64.6 68.0 71.1 69.1 67.2 61.1 58.7 61.7 Public safety- police and judicial Investigation 46.5 49.4 51.8 53.6 52.9 53.9 53.3 54.1 Municipal Court 7.2 7.4 7.3 6.9 7.0 7.0 6.6 6.3 Patrol 109.2 111.1 111.7 116.6 112.7 114.7 117.1 118.7 Police Admin 9.8 11.0 14.1 14.4 16.3 15.1 13.7 14.1 Police Information Services 47.7 51.7 56.3 58.9 62.8 61.1 57.5 56.2 Culture, parks, recreation & environment CLRS- Admin 4.0 4.2 4.8 5.9 5.5 5.0 4.9 4.0 Cultural Services 12.1 13.5 13.9 13.7 13.1 13.6 13.6 13.4 Lincoln Center 13.4 12.6 11.8 12.9 12.0 11.1 10.5 11.7 Museum 5.4 6.2 6.6 6.2 7.4 7.5 8.0 9.2 Natural Resources 24.4 27.8 29.6 32.4 36.8 42.0 43.1 46.4 Parks & Recreation 232.8 233.1 225.9 229.6 232.2 230.9 226.9 222.8 Library 63.2 66.1 65.4 64.5 64.5 65.0 63.0 63.9 Planning and development CPES 5.2 4.6 5.0 4.1 3.5 2.1 1.1 1.0 Advance Planning 16.1 16.1 16.0 16.1 16.1 15.3 13.4 12.8 Current Planning 8.9 8.9 9.0 8.2 7.7 6.6 7.4 9.5 Neighborhood & Building Services 24.0 25.3 30.2 38.2 25.9 28.1 30.1 28.4 Transportation Engineering 57.8 59.6 60.6 46.5 37.7 34.6 32.5 27.8 Pavement Management - - - - 7.1 7.3 7.6 7.1 Streets 53.3 57.3 56.4 53.8 55.4 50.5 47.5 49.0 Traffic Operations 21.5 24.1 27.5 27.5 28.3 28.8 28.3 30.1 Transfort 77.6 81.1 91.5 93.0 90.7 82.1 73.2 75.1 Transportation Administration 3.1 2.8 3.0 2.9 2.2 2.2 2.0 1.0 Transportation Parking 22.0 18.1 20.0 21.2 22.8 21.1 20.1 19.9 Transportation Planning 6.7 6.9 7.6 7.6 5.2 5.4 5.5 6.1 Light & Power Customer Service 43.8 43.2 49.7 53.0 52.6 52.2 51.0 51.0 Electric Field Services 75.3 70.7 69.1 68.0 67.3 60.8 58.0 57.1 Electric Plng & Eng Services 29.6 40.6 40.6 39.9 40.4 38.8 39.2 38.7 Water Customer Service 28.3 28.0 32.2 34.3 34.0 33.8 33.0 33.0 Water Eng & Field Services 42.9 42.8 25.3 23.1 22.1 22.4 22.9 24.6 Water Resources & Treatment 39.8 40.5 39.6 39.8 39.8 39.8 38.2 38.6 Wastewater Customer Service 13.0 12.9 14.8 15.8 15.6 15.5 15.1 15.1 Water Eng & Field Services 16.1 16.5 14.3 14.6 14.0 14.1 13.4 14.8 Water Resources & Treatment 52.7 45.7 43.7 43.0 43.4 44.3 41.8 40.0 Storm drainage Customer Service 12.9 12.7 14.6 15.6 15.5 15.4 15.0 15.0 Water Eng & Field Services 22.8 21.8 22.9 24.2 23.6 22.3 22.5 21.2 Water Resources & Treatment 3.9 2.6 2.0 2.3 2.5 2.0 2.4 3.6 170 City of Fort Collins Comprehensive Annual Financial Report Operating Indicators by Function/Program Exhibit A-16 Last Ten Fiscal Years Fiscal Year Function/Program 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 General Government Job applications processed n/a n/a n/a n/a n/a n/a n/a n/a 12,823 8,907 Warrants issued n/a n/a n/a n/a n/a n/a n/a n/a 972 918 Camera Radar completed cases n/a n/a n/a n/a n/a n/a n/a n/a 9,761 19,026 Public Safety- police & judicial Adult arrests 7,361 6,144 6,622 4,979 5,793 6,588 6,313 4,202 4,663 5,188 Juvenile arrests 1,901 1,620 1,515 1,437 1,508 1,293 1,306 914 963 958 Traffic violations 10,359 13,057 10,489 10,247 12,250 12,644 12,744 13,334 13,838 15,341 Public Safety, fire service under IGA Number of fires per 1000 population 4.04 3.50 3.94 3.55 3.89 3.31 2.85 3.89 2.75 2.16 Total inspections per 1000 population 12.14 18.38 17.69 17.59 18.12 25.53 17.57 1.80 1.99 3.76 Average calls per week 165.70 177.56 191.00 206.20 100.00 100.00 99.99 99.99 99.99 246 Average response time 4:54 4:43 4:56 4:29 4:27 4:39 4:29 4:17 4:15 4:20 Culture, parks, recreation & environment Epic Pool & Ice attendance 371,568 351,885 347,979 343,967 451,620 368,353 494,577 405,660 424,313 323,183 City Park Pool attendance 59,485 52,685 43,636 39,495 5,100 69,954 64,413 63,376 70,851 71,608 Mulberry Pool attendance 69,067 71,957 73,739 75,471 86,029 93,280 89,358 73,909 87,351 92,322 Senior Center Pool attendance 32,032 39,563 37,658 35,986 25,124 44,498 23,754 35,931 25,338 37,888 Youth Activity Center attendance 102,504 89,330 101,415 86,387 26,575 24,511 45,921 23,686 3,578 7,729 North Aztlan Center attendance 82,176 86,738 125,574 156,779 132,910 125,135 156,697 167,136 187,728 135,203 Farm attendance 87,381 98,628 103,226 96,209 90,749 99,367 91,204 91,139 60,215 62,161 Museum attendance n/a n/a n/a 25,934 19,860 21,337 34,057 40,107 40,607 32,000 Athletic field bookings n/a n/a n/a n/a n/a n/a n/a n/a 7,212 8,515 Planning and development Construction permits- single family units 1,162 1,144 985 1,114 1,224 973 987 735 458 408 Construction permits- Multi family units 64 103 76 56 53 92 63 44 24 24 Transportation Transfort Passengers 1,348,541 1,431,779 1,545,672 1,616,328 1,477,735 1,504,683 1,418,102 1,481,472 1,479,241 1,641,509 Revenue Miles n/a n/a 801,125 793,358 705,886 729,639 703,081 686,030 640,677 774,545 Revenue Hours n/a n/a 60,000 59,747 56,616 57,165 58,516 57,782 54,665 66,647 Dial a Ride Passengers n/a n/a 73,853 74,884 77,300 73,607 82,276 87,725 85,735 51,779 Revenue Miles n/a n/a 363,623 385,467 432,087 419,127 439,771 450,047 560,053 348,952 Revenue Hours n/a n/a 32,149 34,843 35,921 31,628 34,883 38,399 47,188 31,678 Light & Power Customers n/a n/a n/a n/a n/a n/a n/a n/a 62,548 62,991 Electric Use- megawatt hours n/a n/a n/a n/a n/a n/a n/a n/a 1,404,784 1,442,861 Peak demand- megawatts n/a n/a n/a n/a n/a n/a n/a n/a 279 296 Interuption Index- minutes/year n/a n/a n/a n/a n/a n/a n/a n/a 25.63 18.00 Water Customers n/a n/a n/a n/a n/a n/a n/a n/a 33,312 32,780 Treated water delivered- acre feet n/a n/a n/a n/a n/a n/a n/a n/a 29,133 27,192 Peak day water use- million gallons/day n/a n/a n/a n/a n/a n/a n/a n/a 49.0 47.5 Water main breaks n/a n/a n/a n/a n/a n/a n/a n/a 100 67 Wastewater Customers n/a n/a n/a n/a n/a n/a n/a n/a 33,120 32,992 Average flow wastewater treated- million gallons/day n/a n/a n/a n/a n/a n/a n/a n/a 14,547 15,103 Recycled processed wastewater biosolids- dry tons n/a n/a n/a n/a n/a n/a n/a n/a 1,764 1,709 Industrial discharge permits n/a n/a n/a n/a n/a n/a n/a n/a 13 13 Storm Drainage Customers n/a n/a n/a n/a n/a n/a n/a n/a 39,938 40,272 Golf Rounds played 154,416 155,778 147,742 150,829 139,583 124,327 118,781 123,313 124,609 117,133 City of Fort Collins Comprehensive Annual Financial Report 171 Capital Asset Statistics by Function/Program Exhibit A-17 Last Ten Fiscal Years Fiscal Year Function/Program 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 General Government Administrative buildings 2 2 2 3 3 3 3 3 3 3 Municipal court 1 1 1 1 1 1 1 1 1 1 Public Safety- police & judicial Police stations 1 1 1 1 1 1 1 1 1 1 Police cars n/a n/a n/a n/a n/a n/a n/a n/a 198 220 Public Safety, fire service under IGA Fire stations 12 12 12 12 12 13 13 13 13 13 Culture, parks, recreation & evironmental Swimming pools 4 4 4 4 4 4 4 4 4 4 Number of parks 37 37 38 39 40 41 42 43 43 45 Acreage of parks 562 562 586 592 616 722 728 735 735 841 Miles of hard surface trails 15.80 16.30 18.20 18.87 19.37 19.87 22.52 23.62 24.87 28.67 Planning and development Land Bank progam- acres* n/a n/a n/a n/a n/a n/a n/a n/a 51 51 Land Bank progam- yield of future affordable housing units* n/a n/a n/a n/a n/a n/a n/a n/a 513 513 Transportation Transit buses n/a n/a n/a n/a n/a n/a n/a n/a 23 27 Lane miles n/a n/a n/a n/a n/a n/a n/a n/a 1,756 1,793 Light & Power Underground distribution lines- miles n/a n/a n/a n/a n/a n/a n/a n/a 766 788 Overhead distribution lines- miles n/a n/a n/a n/a n/a n/a n/a n/a 11 9 Distribution substations n/a n/a n/a n/a n/a n/a n/a n/a 5 5 Distribution transformers n/a n/a n/a n/a n/a n/a n/a n/a 7,525 7,982 Water Water mains and distribution lines- miles of pipe n/a n/a n/a n/a n/a n/a n/a n/a 532 539 Hydrants n/a n/a n/a n/a n/a n/a n/a n/a 3,411 3,464 Plant capacity- millions gallons/day n/a n/a n/a n/a n/a n/a n/a n/a 87 87 Raw water storage- acre feet n/a n/a n/a n/a n/a n/a n/a n/a 6,500 7,161 Treated water storage- million gallons n/a n/a n/a n/a n/a n/a n/a n/a 36 36 Water rights owned- avg yield in acre feet/year n/a n/a n/a n/a n/a n/a n/a n/a 73,000 73,700 Wastewater Trunk and collection- miles of pipe n/a n/a n/a n/a n/a n/a n/a n/a 434 435 Plants- treatment capacity n/a n/a n/a n/a n/a n/a n/a n/a 29 29 Biosolids facility- acres n/a n/a n/a n/a n/a n/a n/a n/a 26,200 26,000 Storm Drainage City owned detention basins n/a n/a n/a n/a n/a n/a n/a n/a 90 90 City owned detention basins- acres n/a n/a n/a n/a n/a n/a n/a n/a 320 320 Regional drainage channels n/a n/a n/a n/a n/a n/a n/a n/a 63 67 Storm sewer manholes n/a n/a n/a n/a n/a n/a n/a n/a 2,676 2,765 Storm sewer pipeline- miles n/a n/a n/a n/a n/a n/a n/a n/a 175.0 190.2 Golf Golf courses 3 3 3 3 3 3 3 3 3 3 City Park Nine- acres 56 56 56 56 56 56 56 56 56 56 Collindale- acres 167 167 167 167 167 167 167 167 167 167 SouthRidge-acres 128 128 128 128 128 128 128 128 128 128 * The Land Bank program acquires unimproved sites that are appropriate for affordable housing and holds them long- term (5 years minimum), which will ultimately be sold at discount to non-profit developers to build affordable housing projects. 172 City of Fort Collins Comprehensive Annual Financial Report THIS PAGE INTENTIONALLY LEFT BLANK. Other Schedules OTHeR SCHeDULeS City of Fort Collins Comprehensive Annual Financial Report 173 WASTEWATER UTILITY ENTERPRISE SEWER REVENUE BONDS SEC RULE 15c2-12 INFORMATION—CUSTOMER BASE, RATE STRUCTURE, AND ENFORCEMENT (UNAUDITED) Customer Base The sewer (wastewater) system serves a customer base which has grown as follows in the years 1998 to 2007: Years (at December 31) Wastewater Customers 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 29,994 30,748 32,235 32,564 32,905 32,865 32,637 32,757 33,038 32,992 Approximately 94% of the wastewater customers are residential, with the remaining 6% being industrial and commercial customers. Currently, only two customers represent more than 3% of wastewater system revenues. In 2007, amounts paid by an industrial customer comprised 12% of wastewater revenues ($1,655,935) with a total flow representing 6.5% of total system usage; and amounts paid by the university comprised 4.4% of wastewater system revenues ($640,923), with a total usage representing 2.8 of total system usage. Rate Structure User Charges. The following tables show the City’s monthly wastewater user charges in effect on January 1, 2008. Historically, user charges increased 4.5% for residential rates and 7.5% for commercial rates in 1990, 8.6% for residential rates and 11.6% for commercial rates in 1991, 6.0% per year for all customer classes in 1992, 1993, 1994, and 1995, 3.0% in 1996, 0% in 1997, 2.0% in 1998, 1999, 2000, 2001, 2002 and 2003, and 5% in 2004, 2005, 2006 and 2007. An increase of 12% has been projected for 2008. The minimum winter quarter average consumption (WQA) is 3,000 gallons for single family customers (4,000 gallons for duplexes). Monthly User Charges 1 Residential Metered 2 Wastewater Rates Single family $10.21 plus $2.038 per 1,000 gallons of WQC Duplex $13.63 plus $2.038 per 1,000 gallons of WQC Multi-family $1.61 per living unit plus $2.038 per 1,000 gallons of WQC Commercial Metered 3 ¾” metered $6.88 plus $2.038 per 1,000 gallons 1" $15.71 plus $2.038 per 1,000 gallons 1 ½” $31.81 plus $2.038 per 1,000 gallons 2" $53.23 plus $2.038 per 1,000 gallons 3" $88.46 plus $2.038 per 1,000 gallons 4" $148.56 plus $2.038 per 1,000 gallons 6" $728.34 plus $2.038 per 1,000 gallons 8" $790.88 plus $2.038 per 1,000 gallons Footnotes: 1 Excludes payments in lieu of taxes which are included as an additional 6% charge in the wastewater bill and remitted to the general fund. 2 Average monthly amount of water billed during January, February, and March. 3 The usage charge of $2.038 multiplied by each increment of 1,000 gallons either (a) actually consumed or (b) based on WQC, if 174 City of Fort Collins Comprehensive Annual Financial Report WASTEWATER UTILITY ENTERPRISE SEWER REVENUE BONDS SEC RULE 15c2-12 INFORMATION-CUSTOMER BASE, RATE STRUCTURE, AND ENFORCEMENT (UNAUDITED) (Continued) Plant Investment Fees. The plant investment fee is collected to pay for new development-related capital expansion costs of the City’s wastewater treatment plants, collection system and sludge disposal facilities. This fee is paid at the time a building permit is issued. Set forth in the following table is the current plant investment fee schedule which becomes effective on January 1, 2008. Revenue generated by the plant investment fee generally is restricted for the purpose of capital improvements and expansion of the wastewater treatment plant. Plant Investment Fees Residential: Single family residence $3,194 Duplex and Multi-family residence (per living unit) $2,069 Non-Residential: (based on water connection size) ¾" $6,206 1" $16,361 1 ½” $28,396 2" $50,963 3" $121,484 4" Calculated on an individual basis, but not less than the 3” charge Other Fees and Charges. The City also charges additional fees and charges related to the provision of sewer service, including wastewater strength surcharges, industrial wastewater discharge permit application and administration fees, wastewater monitoring and sampling charges, laboratory analysis and support service charges, a private sewage disposal system permit and inspection fee, and a building sewer permit and inspection fee. Enforcement The City’s collections of wastewater charges historically have been in excess of 99%. Unpaid charges constitute a perpetual lien on the property to which service was delivered. Customers with delinquent active accounts are sent courtesy notices after 38 days. Wastewater service is not discontinued due to delinquency because of public health regulations. However, the City may discontinue water and electric service on delinquent accounts. Sometimes liens are filed while the delinquent customer is still an active account. Customers who have moved from the address where service was supplied and left the account owing to the City are typically assigned to a collection agency. City of Fort Collins Comprehensive Annual Financial Report 175 WASTEWATER UTILITY ENTERPRISE SEWER REVENUE BONDS SEC RULE 15c2-12 INFORMATION—COLLECTIONS AND OPERATING HISTORY (UNAUDITED) Collections 2003 2004 2005 2006 2007 User rates $ 12,221,993 $ 12,638,568 $ 13,169,469 $ 14,202,846 $ 14,640,171 Plant investment fees 2,429,509 897,658 2,208,885 3,707,540 4,319,720 Other fees & charges 792,373 2,267,082 872,669 2,055,187 513,865 Investment earnings 1,054,584 1,175,278 888,505 1,249,792 2,574,071 Total Sewer System Revenue $ 16,498,459 $ 16,978,586 $ 17,139,528 $ 21,215,365 $ 22,047,827 Operating History of the Wastewater Fund The financial section of this Comprehensive Annual Financial Report contains financial statements of the City and the Wastewater Fund as of and for the year ended December 31, 2007. The following sets forth the operating history of the Wastewater Fund for the years ended December 31, 2003 through 2007: 2003 2004 2005 2006 2007 Operating Revenues Charges for services $ 12,221,993 $ 12,638,568 $ 13,169,469 $ 14,202,846 $ 14,640,171 Operating Expenses Administrative charge 1,438,443 1,560,904 1,493,622 1,278,792 1,308,645 Personal services 4,015,500 4,395,401 4,354,206 4,358,196 4,734,126 Contractual services 1,297,264 1,451,335 1,406,350 1,512,154 1,568,996 Commodities 666,296 722,160 765,488 833,385 813,869 Other 1,349,953 1,331,690 1,467,899 1,400,755 1,505,754 Depreciation 2,564,767 3,034,841 3,088,557 3,064,185 2,817,929 Total Operating Expenses 11,332,223 12,496,331 12,576,122 12,447,467 12,749,319 Operating Income 889,770 142,237 593,347 1,755,379 1,890,852 Nonoperating Revenues (Expenses) Other revenue 746,568 748,556 707,544 - 432,558 Earnings on investments 1,054,584 1,175,278 888,505 1,249,792 2,574,071 Net increase (decrease) in the fair value of investments (220,723) (266,013) (83,638) 176,072 - Gain on sale of capital assets 19,855 1,489,319 7,043 2,019,312 39,216 Interest expense (2,359,274) (2,102,697) (1,783,853) (1,488,769) (2,118,030) Other expenses (96,131) (96,131) (72,429) (44,858) (44,858) Total Nonoperating Revenues (Expenses) (855,121) 948,312 (336,828) 1,911,549 882,957 Income Before Contributions and Transfers 34,649 1,090,549 256,519 3,666,928 2,773,809 Capital contributed 2,455,459 926,865 2,366,967 3,743,415 4,361,811 Operating transfers in 830,830 121,700 - - - Operating transfers out (69,000) (69,000) - - - Income After Contributions and Transfers 3,217,289 979,565 2,366,967 3,743,415 4,361,811 Change in Net Assets 3,251,938 2,070,114 2,623,486 7,410,343 7,135,620 Fund Equity--Jan. 1 90,778,124 94,030,062 96,100,176 98,723,662 106,134,005 Fund Equity--Dec. 31 $ 94,030,062 $ 96,100,176 $ 98,723,662 $ 106,134,005 $ 113,269,625 The following table sets forth the historical Wastewater System user rates, plant investment fees, other fees and charges, and investment earnings: 176 City of Fort Collins Comprehensive Annual Financial Report WASTEWATER UTILITY ENTERPRISE SEWER REVENUE BONDS SEC RULE 15c2-12 INFORMATION—HISTORIC DEBT SERVICE COVERAGE (UNAUDITED) Net Gross Pledged Revenues 2 Expenses 3 Revenues Principal Interest Total Coverage 1998 $ 17,493,497 $ 7,529,753 $ 9,963,744 $ 2,567,645 $ 2,395,363 $ 4,963,008 2.01 1999 17,357,616 8,076,117 9,281,499 2,599,075 2,281,244 4,880,319 1.90 2000 18,009,290 8,285,684 9,723,606 2,791,950 2,161,579 4,953,529 1.96 2001 19,267,404 8,733,170 10,534,234 3,040,433 2,057,455 5,097,888 2.07 2002 17,497,700 9,021,741 8,475,959 3,160,550 2,373,596 5,534,146 1.53 2003 16,498,459 8,767,456 7,731,003 3,172,004 2,220,133 5,392,137 1.43 2004 16,978,586 9,461,490 7,517,096 1,505,051 1,950,594 3,455,645 2.18 2005 17,139,528 9,487,565 7,651,963 2,969,994 1,873,686 4,843,680 1.58 2006 21,391,437 9,383,282 12,008,155 3,747,678 1,587,594 5,335,272 2.25 2007 22,047,827 9,931,390 12,116,437 3,921,558 1,183,713 5,105,271 2.37 1 Includes debt service on all bonds secured by sewer system revenues. 2 Includes all income of the Wastewater Fund pledged for the payment of bonds. 3 Operating expenses less depreciation. SEWER REVENUE BONDS--COVERAGE OF DEBT SERVICE REQUIREMENTS BY NET PLEDGED REVENUES OF THE SEWER SYSTEM--1998 TO 2007 1 Debt Service Requirements The historic debt service coverage on obligations payable from net pledged revenues of the Wastewater Fund for the past ten years is as follows: City of Fort Collins Comprehensive Annual Financial Report 177 WASTEWATER UTILITY ENTERPRISE SEWER REVENUE BONDS SEC RULE 15C2-12 INFORMATION – BALANCES ON DEPOSIT (UNAUDITED) The sewer revenue bonds are secured by an irrevocable pledge of a first lien upon net pledged revenues of the Wastewater Fund. The sewer revenue bond ordinances provide that all gross revenues pledged to the sewer revenue bonds will be set aside and credited to the Wastewater Fund and that such revenues will be deposited and applied in the following order of priority: Operation and Maintenance Fund. As a first charge on the Wastewater Fund, the bond ordinances require the City to credit from time to time to the operation and maintenance fund revenue sufficient to pay the necessary and reasonable current expenses of operating, maintaining, and repairing the sewer system. The balance on deposit in this fund as of December 31, 2007 is $815,285. Principal and Interest Fund. The bond ordinances require the City, after making the payments required above, to apply monthly to the principal and interest fund moneys sufficient in the aggregate to pay the principal of and interest on the sewer revenue bonds. The balance on deposit in this fund as of December 31, 2007 is $0. Debt Service Reserve Fund. The bond ordinances require the City to retain certain amounts in the debt service reserve fund for the Series 1995, and Series 2000 Sewer Revenue Bonds. However, concurrently with the issuance of the 2000 Sewer Revenue Bonds, a debt service reserve insurance policy was issued that unconditionally guarantees the payment of principal and interest on these bonds (up to and including the amount provided for in the reserve policy) in the event of nonpayment by the City. Accordingly, the amount on deposit in the Debt Service Reserve Fund as of December 31, 2007 was $410,243. Wastewater Utility Capital Reserve. The City has covenanted, so long as any debt service requirements of the City’s Sewer Revenue Bond, Series 1992, remain unpaid, to maintain in the Wastewater Utility Capital Reserve and amount equal to 17% of the necessary and reasonable operation and maintenance expenses budgeted for the then-current fiscal year. These amounts are to be maintained as a continuing reserve for payment of costs of necessary capital improvements to the sewer system. The balance on deposit in this reserve was $22,212,874 as of December 31, 2007. This amount satisfies the 17% requirement indicated above for fiscal year 2007. In addition to the above, the bond ordinance established the following funds: Excess Investment Earnings Fund. This fund was established for the purpose of accumulating and paying rebatable arbitrage earnings to the federal government under Sections 103 and 148(f)(2) of the Internal Revenue Code. As of December 31, 2007 the balance on deposit in this fund was $0. Sewer Fund. The Sewer Fund, referred to in the bond ordinance, was established by Ordinance No. 67, 1974. Complete financial statements, which reflect all deposits and balances of this fund (herein referred to as the “Wastewater Fund”) are included in the financial section of this report. 178 City of Fort Collins Comprehensive Annual Financial Report STORM DRAINAGE UTILITY ENTERPRISE STORM DRAINAGE REVENUE BONDS SEC RULE 15c2-12 INFORMATION—FEE REVENUES AND OPERATING HISTORY (UNAUDITED) Collections 2003 2004 2005 2006 2007 Storm drainage utility fee (operation & maintenance component) $ 11,197,803 $ 12,534,750 $ 12,809,579 $ 13,073,526 $ 13,173,911 Storm drainage utility fee (capital component) - - - - - Storm drainage basin fees 764,455 709,420 665,252 464,531 670,674 Total Storm Drainage Fund Fee Revenues $ 11,962,258 $ 13,244,170 $ 13,474,831 $ 13,538,057 $ 13,844,585 Operating History of the Storm Drainage Fund 2003 2004 2005 2006 2007 Operating Revenues Charges for services $ 11,197,803 $ 12,534,750 $ 12,809,579 $ 13,073,526 $ 13,173,911 Operating Expenses Administrative charge 967,073 1,211,509 1,187,595 1,246,408 1,311,235 Personal services 939,727 1,775,207 1,709,932 1,750,595 1,830,103 Contractual services 334,595 443,323 451,921 328,098 997,658 Commodities 43,129 65,378 80,250 93,920 111,465 Other 289,679 286,512 311,678 359,787 364,148 Depreciation 1,915,677 2,089,391 2,131,167 1,613,837 2,260,571 Total Operating Expenses 4,489,880 5,871,320 5,872,543 5,392,645 6,875,180 Operating Income 6,707,923 6,663,430 6,937,036 7,680,881 6,298,731 Nonoperating Revenues (Expenses) Other revenue 11,720 1,940 30,370 - 50,021 Earnings on investments 936,111 509,975 720,667 823,768 1,568,039 Net increase (decrease) in the fair value of investments (76,070) (62,152) (106,970) 54,995 - Intergovernmental - - 622,279 - 1,235,602 Gain on sale of capital assets - 5,994 - - (96,405) Interest expense (2,303,749) (2,223,165) (2,130,030) (2,044,372) (2,083,302) Other expenses (52,103) (52,103) (52,101) (52,373) (32,066) Total Nonoperating Revenues (Expenses) (1,484,091) (1,819,511) (915,785) (1,217,982) 641,889 Income Before Contributions and Transfers 5,223,832 4,843,919 6,021,251 6,462,899 6,940,620 Capital contributions 764,455 709,420 665,252 1,444,047 670,674 Operating transfers In 104,020 - - - - Operating transfers out (57,500) (57,500) - (112,000) (115,940) Income After Contributions and Transfers 810,975 651,920 665,252 1,332,047 554,734 Change in Net Assets 6,034,807 5,495,839 6,686,503 7,794,946 7,495,354 Net Assets--Jan. 1 35,174,670 41,209,477 46,705,316 53,391,819 61,186,765 Net Assets--December 31 $ 41,209,477 $ 46,705,316 $ 53,391,819 $ 61,186,765 $ 68,682,119 The financial section of this Comprehensive Annual Financial Report contains financial statements of the City and the Storm Drainage Fund as of and for the year ended December 31, 2007. The following sets forth the operating history of the Storm Drainage Fund for the years ended December 31, 2003 through 2007: The following table sets forth the historical Storm Drainage Fund fee revenues for the years 2003 through 2007. City of Fort Collins Comprehensive Annual Financial Report 179 STORM DRAINAGE UTILITY ENTERPRISE STORM DRAINAGE REVENUE BONDS SEC RULE 15C2-12 INFORMATION (UNAUDITED) Storm Drainage Utility Fee Structure Storm drainage utility fees are imposed on every developed lot and parcel of land within the City and are payable monthly. The storm drainage utility fee is designed to pay for the operation and maintenance of the City’s storm drainage system. The fee also pays for the design, right-of-way acquisition, and construction or reconstruction of storm drainage facilities through out the City. The monthly storm drainage utility fee in effect at the end of 2007 for a residential lot of approximately 8,600 square feet is $14.26 and $28.52 for a commercial lot of approximately 8,600 square feet. These amounts do not increase in 2008. Storm drainage utility fees are billed through the City’s consolidated monthly billing system, permitting the City to include storm drainage utility fees on a customer’s regular utility bill. If a customer fails to pay any utility fees, the City has the authority to terminate utility service to the delinquent customer and to place a lien on the property for which the fees are delinquent. Approximately 81.3 of storm drainage utility billing accounts and 45.5 of storm drainage revenues are attributable to single family residential customers. 17.2% of accounts and 53.8% of storm drainage revenues are attributable to multi-family residential, commercial and industrial customers. Two customers of the storm drainage utility contribute 2% or more of the storm drainage utility’s total monthly revenue - the school district with 4.4% of total revenue and the City municipal government at 2.6%. Historically, the City collects over 99% of its billed monthly utility charges for storm drainage. Historic Net Pledged Revenues Based on the 2007 revenues and expenditures of the Storm Drainage Fund and using the combined actual debt service requirements of the City’s outstanding storm drainage utility revenue bonds and the debt service requirements of the bonds, the net pledged revenues available for debt service in 2007 would have covered the combined average annual debt service requirements of the bonds approximately 3.38 times and would have covered the combined maximum debt service of the bonds approximately 3.34 times. Changes in Storm Drainage Fees Since 1987, the City has increased the overall storm drainage fees fifteen times. The average increase in the total fees is as follows: Year Increase Year Increase Year Increase 1990 19% 1996 0% 2002 45% 1991 16 1997 1 2003 10 1992 21 1998 2 2004 10 1993 8 1999 0 2005 0 1994 7 2000 10 2006 0 1995 21 2001 9 2007 0 No increase is planned for 2008. Prior to November of 1998, storm drainage utility fees varied by basin depending on drainage problems and improvements needed in each basin. Beginning in November of 1998, the fees were assessed uniformly on a city-wide basis and improvements are to be prioritized and constructed based on the needs of the City as a whole. 180 City of Fort Collins Comprehensive Annual Financial Report WATER UTILITY ENTERPRISE WATER REVENUE BONDS SEC RULE 15c2-12 INFORMATION – CUSTOMER BASE, RATE STRUCTURE, AND ENFORCEMENT (UNAUDITED) Customer Base The water system serves a customer base that has grown as follows in the years 1998-2007: Years Total Water (at December 31) Accounts 1998 29,525 1999 30,387 2000 31,758 2001 32,101 2002 32,273 2003 32,726 2004 32,889 2005 33,057 2006 32,944 2007 32,780 The City classifies its water customers according to several classifications. A breakdown of the accounts based on such classifications being served as of December 31, 2007 is set forth below: Classification Number of Accounts Accounts Residential 30,469 92.95% Commercial & Industrial 2,311 7.05% Total 32,780 100.00% The following table sets forth the ten largest customers of the water system, which in the aggregate accounted for approximately 27.4% of total water usage during 2007: Customer Water Usage Millions of Gallons Percent of Total Water Use Industrial 1400.98 17.1% University 309.09 3.8% City Government 133.99 1.6% Industrial 192.68 2.4% School District 92.86 1.1% Water District 166.13 2.0% Industrial 47.06 .6% Industrial 20.94 .3% Hospital 30.90 .4% County Government 23.18 .3% Water Rate Structure The City’s water rate structure is administered in substantial compliance with the “cost of service” method endorsed by the American Water Works Association. Under the cost of service method, an effort is made to establish equitable charges which reflect the true costs of serving various classes of customers. The 2003 water rates were structured to provide stronger price incentives for conservation. A 5-tier rate structure was adopted for single family residential and duplex customers and seasonal rates were adopted for commercial and multi-family residential customers. The 2003 water rates were established to recover a 6% increase in revenue after an assumed 15% system wide reduction in water use. In 2004, City Council directed staff to develop a 4-tier rate that would reduce the severity of the cost impacts for larger, single-family, and duplex residential users due to the 2003 5-tier rates. The 4-tier rate structure was adopted by City Council and went into effect May 1, 2004 and remains in effect through April 30, 2006. On March 21, 2006 City Council passed a 3-tier water rate for single family and duplex customers that will be in effect for billings after May 1, 2006 and remain in effect January 1, 2008 (Continued) City of Fort Collins Comprehensive Annual Financial Report 181 WATER UTILITY ENTERPRISE WATER REVENUE BONDS SEC RULE 15c2-12 INFORMATION – CUSTOMER BASE, RATE STRUCTURE, AND ENFORCEMENT (UNAUDITED) (Continued) The following water rates remain in effect at January 1, 2008. In addition to these rates, a 6% payment in lieu of taxes (“PILOT”) is added to all charges and paid to the City’s general fund. Monthly User Charges Effective January 1, 2008 (1) Residential customers with one dwelling unit. a. Base Charges. Residential customers with one dwelling unit shall pay a base monthly charge of $12.72. b. Quantity Charges. Residential customers with one dwelling units shall pay a monthly quantity charge as follows: For the first 7,000 gallons used per month at $1.97 per 1,000 gallons For the next 6,000 gallons used per month at $2.26 per 1,000 gallon For all additional gallons used per month at $2.60 per 1,000 gallons. (2) Residential customers with two dwelling units. a. Base Charges. Residential customers with two dwelling units shall pay a base monthly charge of $15.51. b. Quantity Charges. Residential customers with two dwelling units shall pay a monthly quantity charge as follows: For the next 9,000 gallons used per month at $1.97 per 1,000 gallons For the next 4,000 gallons used per month at $2.26 per 1,000 gallons For all additional gallons used per month at $2.60 per 1,000 gallons. Metered Rates – Nonresidential (1) Base Charges. Nonresidential customers shall pay a base monthly charge based on meter size: Meter Size (inches) Monthly Base Charge ¾ $ 11.62 1 32.41 1 ½ 88.14 2 132.83 3 202.60 4 318.05 6 616.98 8 1089.97 (2) Quantity Charges. Nonresidential customers shall pay a monthly quantity charge of $1.62 per 1,000 gallons used in the winter season months of November through April. They shall pay a monthly quantity charge of $2.02 per 1,000 gallons used in the summer season months of May through October. (3) Charges for Excess Use. Monthly water use in excess of the amounts specified in the following table shall be billed at $2.32 per 1,000 gallons used in the winter season months of November through April. Monthly water use in excess of the amounts specified below shall be billed at $2.90 per 1,000 gallons used in the summer season months of May through October. Meter Size inches) Specified Amount (gallons per month) ¾ 100,000 1 300,000 1 ½ 625,000 2 1,200,000 3 1,400,000 4 2,500,000 (continued) 182 City of Fort Collins Comprehensive Annual Financial Report WATER UTILITY ENTERPRISE WATER REVENUE BONDS SEC RULE 15c2-12 INFORMATION – CUSTOMER BASE, RATE STRUCTURE, AND ENFORCEMENT (UNAUDITED) (Continued) Plant Investment Fees. The plant investment fee is a one-time charge assessed for the purpose of recovering the pro-rata portion of the capital cost of the water system attributable to the customer. The PILOT referred to previously is not assessed on plant investment fees. Proceeds of the plant investment fee are accounted for as contributed capital of the water system, rather than as operating revenue. The City Council adopted the following plant investment fee schedule, which took effect January 1, 2008. Residential Dwelling Category Plant Investment Fee Single Family $730 plus $0.36 per square foot of lot area Duplex, Multi-Family, Mobile Home $490 per living unit plus $0.27 per square foot of lot area Nonresidential Water Meter Size (inches) Plant Investment Fee ¾ $6,970 1 $20,590 1½ $41,510 2 $65,330 3 $142,540 4” and above Based on peak day demand Enforcement The City’s collections of water charges historically have been in excess of 99%. Unpaid water charges constitute a perpetual lien on the property to which service was delivered. Customers with delinquent active accounts are sent delinquency notices after 38 days. The City may discontinue water and electric service on delinquent accounts. Sometimes liens are filed while the delinquent customer is still an active account. Customers who have moved from the address where service was supplied and left the account owing to the City are typically assigned to a collection agency. Contributed Capital Several significant categories of receipts of the Water Fund which are pledged to the payment of the Bonds are accounted for as contributed capital rather than as revenue. The following table presents receipts of major categories of contributed capital by the Water Fund for the past ten years: Year Contributions In Aid of Construction Cash Contributed In Lieu of Water Rights Anheuser- Busch Water Rights Payments Plant Investment Fees Anheuser-Busch Master Agreement Payments Anheuser-Busch Capacity Payments Total Contributed Capital 1998 $ 63,502 $ 515,881 $ 195,789 $ 2,831,789 $ 422,605 $ 111,825 $ 4,141,391 1999 155,575 892,775 207,605 3,564,144 441,238 134,778 5,396,115 2000 749,706 1,937,344 222,553 2,684,818 467,579 144,482 6,206,482 2001 161,750 3,794,884 238,577 3,573,347 491,082 154,885 8,414,525 2002 100,014 2,248,992 255,754 2,754,287 524,211 166,037 6,049,295 2003 61,629 2,939,693 177,991 3,123,052 655,526 274,169 7,232,060 City of Fort Collins Comprehensive Annual Financial Report 183 WATER UTILITY ENTERPRISE WATER REVENUE BONDS SEC RULE 15c2-12 INFORMATION – COLLECTIONS AND OPERATING HISTORY (UNAUDITED) Collections 2003 2004 2005 2006 2007 User charges for services $ 22,307,739 $ 21,525,416 $ 22,945,856 $ 26,378,921 $ 24,820,432 Plant investment fees 2,729,645 3,067,154 2,813,765 2,393,080 2,631,513 Other fees & charges 5,107,257 6,678,029 9,067,665 4,175,007 5,518,237 Investment earnings 960,218 869,287 1,707,545 2,288,629 3,714,183 Total Water System Revenue $ 31,104,859 $ 32,139,886 $ 36,534,831 $ 35,235,637 $ 36,684,365 Operating History of the Water Fund 2003 2004 2005 2006 2007 Operating Revenues Charges for services $ 22,307,739 $ 21,525,416 $ 22,945,856 $ 26,378,921 $ 24,820,432 Operating Expenses Administrative charge 2,359,878 2,478,211 2,528,019 2,835,917 2,901,642 Personal services 4,350,621 5,047,626 4,848,778 4,883,709 5,211,431 Contractual services 3,085,480 2,376,937 2,388,507 2,721,466 2,745,034 Commodities 941,356 968,092 1,224,960 1,327,094 1,431,683 Other 2,194,825 2,091,188 2,297,947 2,159,018 2,341,976 Depreciation 4,996,089 5,374,100 5,423,858 5,230,243 5,600,347 Total Operating Expense 17,928,249 18,336,154 18,712,069 19,157,447 20,232,113 Operating Income 4,379,490 3,189,262 4,233,787 7,221,474 4,588,319 Nonoperating Revenues (Expenses) Other revenue 598,670 597,024 795,590 - 429,613 Earnings on investments 960,218 869,287 1,707,545 2,288,629 3,714,183 Net increase (decrease) in the fair value of investments (244,015) (309,008) (497,829) 285,873 - Gain(loss)on fixed asset sales 6,172 8,177 4,734 8,864 (26,158) Interest expense (2,301,472) (2,277,744) (2,006,014) (1,853,961) (1,712,813) Other expenses (46,751) (46,751) (46,750) (46,751) (46,751) Total Nonoperating Revenues (Expenses) (1,027,178) (1,159,015) (42,724) 682,654 2,358,074 Income Before Contributions and Transfers 3,352,312 2,030,247 4,191,063 7,904,128 6,946,393 Capital contributions 7,232,060 9,139,982 11,081,106 6,559,722 7,720,137 Operating transfers out - (69,000) (69,000) - - - Income After Contributions and Transfers 7,163,060 9,070,982 11,081,106 6,559,722 7,720,137 Change in Net Assets 10,515,372 11,101,229 15,272,169 14,463,850 14,666,530 Net Assets--Jan. 1 161,123,120 171,638,492 182,739,721 198,011,890 212,475,740 Net Assets--Dec. 31 $ 171,638,492 $ 182,739,721 $ 198,011,890 $ 212,475,740 $ 227,142,270 The following table sets forth the historical Water System user rates, plant investment fees, other fees and charges, and investment earnings: The financial section of this Comprehensive Annual Financial Report contains financial statements of the City and the Water Fund as of and for the year ended December 31, 2007. The following sets forth the operating history of the Water Fund for the years ended December 31, 2003 through 2007: 184 City of Fort Collins Comprehensive Annual Financial Report WATER UTILITY ENTERPRISE WATER REVENUE BONDS SEC RULE 15c2-12 INFORMATION – DEBT STRUCTURE OF THE WATER FUND (UNAUDITED) As of December 31, 2007, the Net Revenue of the Water Fund serviced the following obligations: Originally Outstanding Name of Issue Authorized Principal General Obligation Water Bonds, Series 2002A $ 19,255,000 $ 5,000,000 Water Revenue Bond, Series 1997 10,125,300 5,700,291 Water Revenue Refunding and Improvement Bonds, Series 1998 31,580,000 20,170,000 Water Revenue Bond, Series 1999 4,998,395 3,200,822 Water Subordinate, 2004 2,476,446 2,200,391 Total $ 68,435,141 $ 36,271,504 City of Fort Collins Comprehensive Annual Financial Report 185 Total Incremental Tax Increment Tax Budget Assessed Base Incremental Ad Valorem Revenues Collection Year Year Valuation Valuation 1 Valuation 2 Taxes Levied Collected Rate 4 1998 1999 $ 48,220,070 $ 30,180,790 $ 18,039,280 $ 1,647,606 $ 1,614,654 98.00 % 1999 2000 56,193,740 34,920,370 21,273,370 1,834,913 1,800,013 98.10 2000 2001 55,704,050 3 34,895,490 20,808,560 1,920,014 1,881,614 98.00 2001 2002 62,451,390 39,107,570 23,343,820 2,111,614 2,074,822 98.26 2002 2003 68,941,400 38,944,210 29,997,190 2,702,941 2,643,643 97.81 2003 2004 70,187,630 39,450,390 30,737,240 2,792,356 2,736,509 98.00 2004 2005 69,859,780 39,450,390 30,409,390 2,764,553 2,711,952 98.10 2005 2006 82,035,250 43,975,233 38,060,017 3,390,246 3,320,341 97.94 2006 2007 84,831,050 43,975,233 40,855,817 3,757,725 2,589,215 68.90 2007 2008 107,913,360 54,165,745 53,747,615 4,810,006 2,800,943 58.23 5 1 The base valuation is recalculated by the County Assessor during any year in which there is a general reassessment of property. 2 Taxes generated from the incremental valuation are collected in the following year. 3 Decrease in assessed valuation primarily attributable to one business relocating outside of District. 4 5 Collections through April 30, 2008. Source: County Assessor's Office DOWNTOWN DEVELOPMENT AUTHORITY TAX INCREMENT REVENUE REFUNDING BONDS The County Treasurer generally allocates delinquencies to levies made against the base valuation rather than the incremental valuation and remits to the City for deposit in the Tax Increment Fund 100% of the taxes levied less the County Treasurer's 2% collection fee. Base Valuation Collection Rate Tax Increment Revenues Principal Interest Total Coverage 1 1998 $ 1,303,769 $ 830,000 $ 634,585 $ 1,464,585 0.89 % 1999 1,614,654 650,000 589,048 1,239,048 1.30 2000 1,800,013 720,000 548,820 1,268,820 1.42 2001 1,881,614 640,000 450,450 1,090,450 1.73 2002 2,044,871 1,005,000 336,160 1,341,160 1.52 2003 2,438,656 1,080,000 292,800 1,372,800 1.78 2004 2,534,305 1,150,000 364,137 1,514,137 1.67 2005 2,489,567 1,260,000 421,593 1,681,593 1.48 2006 3,320,341 - 247,430 247,430 13.42 2007 3,682,571 1,085,000 485,539 1,570,539 2.34 1 The Bonds are also secured by a contingent pledge of the Sales and Use Tax Revenues. CALCULATION OF THE RATIO OF PLEDGED REVENUES TO DEBT SERVICE REQUIREMENTS OF THE BONDS Debt Service Requirements 186 City of Fort Collins Comprehensive Annual Financial Report Financial Planning 02/01 The public report burden for this information collection is estimated to average 380 hours annually. Form # 350-050-36 City or County: Fort Collins YEAR ENDING : 12/07 This Information From The Records Of the City of Fort Collins Prepared By: Karen Tracy Phone: *(970)416-2426 A. Local B. Local C. Receipts from D. Receipts from Motor-Fuel Motor-Vehicle State Highway- Federal Highway Taxes Taxes User Taxes Administration 1. Total receipts available 2. Minus amount used for collection expenses 3. Minus amount used for nonhighway purposes 4. Minus amount used for mass transit 5. Remainder used for highway purposes AMOUNT AMOUNT A. Receipts from local sources: A. Local highway disbursements: 1. Local highway-user taxes 1. Capital outlay (from page 2) 3,753,351 a. Motor Fuel (from Item I.A.5.) 2. Maintenance: 12,617,891 b. Motor Vehicle (from Item I.B.5.) 3. Road and street services: c. Total (a.+b.) a. Traffic control operations 3,006,946 2. General fund appropriations 272,103 b. Snow and ice removal 2,156,406 3. Other local imposts (from page 2) 8,273,543 c. Other 4. Miscellaneous local receipts (from page 2) 13,126,092 d. Total (a. through c.) 5,163,352 5. Transfers from toll facilities 4. General administration & miscellaneous 3,034,231 6. Proceeds of sale of bonds and notes: 5. Highway law enforcement and safety a. Bonds - Original Issues 6. Total (1 through 5) 24,568,825 b. Bonds - Refunding Issues B. Debt service on local obligations: c. Notes 1. Bonds: d. Total (a. + b. + c.) 0 a. Interest 84,438 7. Total (1 through 6) 21,671,738 b. Redemption 910,000 B. Private Contributions c. Total (a. + b.) 994,438 C. Receipts from State government 2. Notes: (from page 2) 3,891,525 a. Interest D. Receipts from Federal Government b. Redemption (from page 2) 0 c. Total (a. + b.) 0 E. Total receipts (A.7 + B + C + D) 25,563,263 3. Total (1.c + 2.c) 994,438 C. Payments to State for highways D. Payments to toll facilities E. Total disbursements (A.6 + B.3 + C + D) 25,563,263 Opening Debt Amount Issued Redemptions Closing Debt A. Bonds (Total) 2,810,000 910,000 1,900,000 1. Bonds (Refunding Portion) B. Notes (Total) 0 A. Beginning Balance B. Total Receipts C. Total Disbursements D. Ending Balance E. Reconciliation 25,563,263 25,563,263 0 Notes and Comments: FORM FHWA-536 (Rev. 1-05) PREVIOUS EDITIONS OBSOLETE (Next Page) 1 LOCAL HIGHWAY FINANCE REPORT I. DISPOSITION OF HIGHWAY-USER REVENUES AVAILABLE FOR LOCAL GOVERNMENT EXPENDITURE ITEM III. DISBURSEMENTS FOR ROAD V. LOCAL ROAD AND STREET FUND BALANCE ITEM II. RECEIPTS FOR ROAD AND STREET PURPOSES IV. LOCAL HIGHWAY DEBT STATUS (Show all entries at par) City of Fort Collins Comprehensive Annual Financial Report 187 STATE: Colorado YEAR ENDING (mm/yy): December 2007 AMOUNT AMOUNT A.3. Other local imposts: A.4. Miscellaneous local receipts: a. Property Taxes and Assessments 294 a. Interest on investments 1,020,484 b. Other local imposts: b. Traffic Fines & Penalities 1. Sales Taxes 5,406,567 c. Parking Garage Fees 2. Infrastructure & Impact Fees d. Parking Meter Fees 3. Liens e. Sale of Surplus Property 4. Licenses f. Charges for Services 8,512,281 5. Specific Ownership &/or Other 2,866,682 g. Other Misc. Receipts 6. Total (1. through 5.) 8,273,249 h. Other 3,593,327 c. Total (a. + b.) 8,273,543 i. Total (a. through h.) 13,126,092 (Carry forward to page 1) (Carry forward to page 1) AMOUNT AMOUNT C. Receipts from State Government D. Receipts from Federal Government 1. Highway-user taxes 3,478,445 1. FHWA (from Item I.D.5.) 2. State general funds 2. Other Federal agencies: 3. Other State funds: a. Forest Service a. State bond proceeds b. FEMA b. Project Match c. HUD c. Motor Vehicle Registrations 413,080 d. Federal Transit Admin d. Other (Specify) e. U.S. Corps of Engineers e. Other (Specify) f. Other Federal f. Total (a. through e.) 413,080 g. Total (a. through f.) 0 4. Total (1. + 2. + 3.f) 3,891,525 3. Total (1. + 2.g) (Carry forward to page 1) ON NATIONAL OFF NATIONAL HIGHWAY HIGHWAY TOTAL SYSTEM SYSTEM (a) (b) (c) A.1. Capital outlay: a. Right-Of-Way Costs 0 b. Engineering Costs 0 c. Construction: (1). New Facilities 0 (2). Capacity Improvements 3,753,351 3,753,351 (3). System Preservation 0 (4). System Enhancement & Operation 0 (5). Total Construction (1) + (2) + (3) + (4) 0 3,753,351 3,753,351 d. Total Capital Outlay (Lines 1.a. + 1.b. + 1.c.5) 0 3,753,351 3,753,351 (Carry forward to page 1) Notes and Comments: FORM FHWA-536 (Rev.1-05) PREVIOUS EDITIONS OBSOLETE 2 III. DISBURSEMENTS FOR ROAD AND STREET PURPOSES - DETAIL II. RECEIPTS FOR ROAD AND STREET PURPOSES - DETAIL LOCAL HIGHWAY FINANCE REPORT ITEM ITEM ITEM ITEM ITEM AND STREET PURPOSES 2004 47,288 4,832,672 293,909 3,098,205 677,102 190,806 9,139,982 2005 52,894 6,972,126 315,070 2,846,525 689,946 204,545 11,081,106 2006 51,107 2,821,127 337,756 2,426,836 703,623 219,272 6,559,722 2007 61,279 3,707,518 362,074 2,673,742 680,118 235,406 7,720,137 customer is eligible. Golf Collindale 7.0 7.3 7.4 7.4 7.4 7.3 7.5 7.0 City Park Nine 4.3 4.7 4.8 4.6 4.7 4.7 4.3 4.4 Southridge 7.8 8.6 8.0 7.4 7.5 7.7 7.5 7.5 Administration 1.0 1.0 2.0 1.8 1.6 1.8 1.8 1.8 Total City of Fort Collins 1,462.5 1,495.2 1,524.6 1,533.8 1,519.2 1,484.5 1,442.5 1,451.4 Public safety- fire service under IGA Poudre Fire Authority 192.1 197.1 203.2 204.6 201.9 217.7 222.5 225.7 TOTAL 1,654.6 1,692.3 1,727.7 1,738.4 1,721.2 1,702.1 1,665.1 1,677.1 Note: Data is not available before 2000. The full time equivalents are calculated using total hours worked, excluding overtime, but including vacation, sick and holiday time. This includes all employees , including exempt, not-exempt, with benefits, and without benefits. Vacancies are not included. 2000 52,346,674 - 52,346,674 2,145,000 697,928 2,842,928 18.41 2001 56,643,203 - 56,643,203 2,255,000 594,043 2,849,043 19.88 2002 53,757,585 - 53,757,585 2,365,000 481,633 2,846,633 18.88 2003 54,125,730 - 54,125,730 735,000 294,045 1,029,045 52.60 2004 56,206,574 - 56,206,574 855,000 141,250 996,250 56.42 2005 57,616,625 - 57,616,625 875,000 124,150 999,150 57.67 2006 59,587,946 - 59,587,946 890,000 104,463 994,463 59.92 2007 60,624,595 - 60,624,595 910,000 84,438 994,438 60.96 1 2 SEWER REVENUE BONDS Debt Service Requirements STORM DRAINAGE REVENUE BONDS Debt Service Requirements Gross revenues are reported as part of intergovernmental revenues in the Transportation Fund. Gross revenues are less sales tax restricted for specific purposes. HIGHWAY USERS TAX REVENUE BONDS 1 Debt Service Requirements SALES AND USE TAX REVENUE BONDS 2 Debt Service Requirements WATER REVENUE BONDS Debt Service Requirements Transfers 6,688,092 5,776,705 4,881,246 5,926,822 6,405,086 6,670,009 6,900,111 Total governmental activities 103,695,358 101,012,196 93,918,228 99,042,043 106,818,207 122,721,681 123,187,669 Business-type activities Intergovernmental not restricted to programs - - - - - - 10,010 Investment earnings 6,780,920 4,718,642 3,041,127 2,434,292 3,718,902 7,072,274 15,279,459 Sale of land & equipment 869,060 768,109 (39,033) 1,534,885 244,283 - - Insurance recovery 117,119 163,387 72,768 - - - - Other miscellaneous 186,046 44,089 129,825 1,102,334 1,022,241 2,130,002 787,184 Transfers (5,872,559) (5,776,705) (4,881,246) (5,926,822) (6,405,086) (6,670,009) (6,900,111) Total business-type activities 2,080,586 (82,478) (1,676,559) (855,311) (1,419,660) 2,532,267 9,176,542 Total primary government 105,775,944 100,929,718 92,241,669 98,186,732 105,398,547 125,253,948 132,364,211 Change in net assets Governmental activities 28,048,633 43,223,071 23,457,741 22,737,628 56,745,364 32,072,207 34,295,364 Business-type activities 30,339,148 25,187,644 24,651,508 25,117,591 31,382,576 39,660,117 35,485,592 Total primary government $781 58,387,$715 68,410,$249 48,109,$219 47,855,$940 88,127,$324 71,732,$956 69,780, Bond Amortization (32,066) Net Assets--December 31 $ 68,682,119 $ 68,682,119 See the accompanying independent auditor's report. Net Assets--December 31 $ 227,142,270 $ 227,142,270 See the accompanying independent auditor's report (Increase) decrease in accounts receivable 2,734,069 283,620 157,341 165,935 Decrease in intergovernmental receivables 59,401 - - - Increase in inventories 294,193 - - - Increase (decrease) in accounts payable 281,918 225,028 (169,813) (264,753) Increase in accrued compensated absences payable 64,229 35,508 37,404 9,108 Increase (decrease) in accrued wages 41,865 25,238 20,394 17,704 Increase in claims payable - - - - Increase in deferred revenue - - - - Net cash provided (used) by operating activities $ 10,492,832 $ 11,187,673 $ 4,870,563 $ 8,537,317 Noncash investing, capital, and financing activities: activities: Capital contributions - 2,217,540 - - The notes to the financial statements are an integral part of this statement. Use Tax Collections Percentage Change 11,380,513 (2.19%) 12,539,106 10.18% 12,754,709 1.72% 11,464,982 (10.10%) 13,242,173 15.50% Use Tax from Business Percentage Change 4,762,606 (9.91%) 4,704,865 (1.21%) 6,167,282 31.08% 4,570,237 (25.90%) 6,652,641 45.6% City Population Population 125,461 126,903 127,686 129,511 131,200 Percentage Change 0.83% 1.15% 0.62% 1.43% 1.30% Regional Consumer Price Index Denver-Boulder-Greeley CPI-U (1982- 84=100) 186.75 187.00 190.90 199.10 202.80 Percentage Change 1.06% 0.20% 2.09% 4.30% 1.86%