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2015 City of Hopkins, MN Annual Report City of Hopkins, Minnesota Comprehensive Annual Financial Report for year ended December 31, 2015 COMPREHENSIVE ANNUAL FINANCIAL REPORT of the CITY OF HOPKINS, MN For The Year Ended December 31, 2015 Prepared by the Department of Finance THE CITY OF HOPKINS, MINNESOTA COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED DECEMBER 31, 2015 TABLE OF CONTENT S I INTRODUCTORY SECTION Page Letter of Transmittal from the City Manager and Finance Director3 Certificate of Achievement for Excellence in Financial Reporting9 Administrative Organization Chart10 City Officials11 IIFINANCIAL SECTION Independent Auditors' Report13 Management's Discussion and Analysis16 A.Basic Financial Statements: Government-wide Financial Statements: Statement of Net Position31 Statement of Activities32 Fund Financial Statements: Balance Sheet - Governmental Funds33 Reconciliation of the Balance Sheet of Governmental Funds to the Statement of Net Position35 Statement of Revenues, Expenditures and Changes in Fund Balances - Governmental Funds36 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities38 Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - General Fund39 Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - Economic Development Special Revenue Fund40 Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - Arts Center Special Revenue Fund41 Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - Tax Increment District Super Valu Special Revenue Fund42 Statement of Net Position - Proprietary Funds43 Statement of Revenues, Expenses and Changes in Net Position - Proprietary Funds45 Statement of Cash Flows - Proprietary Funds46 Notes to Financial Statements48 i THE CITY OF HOPKINS, MINNESOTA COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED DECEMBER 31, 2015 Page B.Required Supplementary Information Schedule of Funding Progress - Other Postemployment Benefit Plan85 Schedules of Proportionate Share of Net Pension Liability85 Schedule of the City's Contribution to the Hopkins Fire Relief Fund86 Schedule of Proportionate Share of Net Pension Liability - Hopkins Fire Relief88 C.Combining and Individual Nonmajor Fund Statements and Schedules: Combining Balance Sheet - Nonmajor Governmental Funds91 Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Governmental Funds100 Schedules of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual: Special Revenue Funds: State Chemical Assessment 109 Real Estate Purchases & Sales110 Parking111 Communications112 Depot Coffee House113 Tax Increment District Entertainment Center114 Tax Increment District Sonoma Project115 Tax Increment District Oaks of Mainstreet116 5th Avenue Flats117 Tax Increment District Marketplace & Main118 Combining Statement of Net Position - Nonmajor Enterprise Funds120 Combining Statement of Revenues, Expenses and Changes in Net Position - Nonmajor Enterprise Funds121 Combining Statement of Cash Flows - Nonmajor Enterprise Funds122 Combining Statement of Net Position - Internal Service Funds124 Combining Statement of Revenues, Expenses and Changes in Net Position - Internal Service Funds125 Combining Statement of Cash Flows - Internal Service Funds126 ii THE CITY OF HOPKINS, MINNESOTA COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED DECEMBER 31, 2015 III STATISTICAL SECTION Page A.Financial Trends Net Position by Component138 Changes in Net Position140 Fund Balances, Governmental Funds142 Changes in Fund Balances, Governmental Funds144 B.Revenue Capacity Assessed and Actual Value of Taxable Property146 Direct and Overlapping Property Tax Rates147 Principal Property Taxpayers148 Property Tax Levies and Collections149 C. Debt Capacity Ratios of Outstanding Debt by Type150 Ratios of Net General Bonded Debt Outstanding151 Direct and Overlapping Governmental Activities Debt152 153 Legal Debt Margin Informatio n Pledged-Revenue Coverage154 D.Demographic and Economic Information Demographic and Economic Statistics155 Principal Employers156 E.Operating Informatio n Full-time Equivalent City Employees by Type157 Operating Indicators by Function/Program158 Capital Asset Statistics by Function/Program160 iii CITY OF HOPKINS, MINNESOTA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE YEAR ENDED DECEMBER 31, 2015 SECTION I INTRODUCTORY SECTION 1 2 August 1, 2016 To the Honorable Mayor, Members of the Hopkins City Council and the Citizens of the City of Hopkins, Minnesota: The Comprehensive Annual Financial Report (CAFR) of the City of Hopkins, Minnesota (the City) for the fiscal year ended December 31, 2015 is hereby submitted. This report was prepared in accordance with U.S. generally accepted accounting principles (GAAP) as established by the Governmental Accounting Standards Board (GASB) and meets the requirements of the Minnesota State Auditor’s Office. This report consists of management’s representations concerning the finances of the City of Hopkins. Consequently, management assumes full responsibility for both the completeness and reliability of all of the information presented in this report. To provide a reasonable basis for making these representations, management of the City of Hopkins has established a comprehensive internal control framework that is designed both to protect the government’s assets from loss, theft, or misuse and to compile sufficient reliable information for the preparation of the City of Hopkins financial statements in conformity with GAAP. Because the cost of internal controls should not outweigh their benefits, the City of Hopkins comprehensive framework of internal controls has been designed to provide reasonable rather than absolute assurance that the financial statements will be free from material misstatement. As management, we assert that, to the best of our knowledge and belief, this financial report is complete and reliable in all material respects. The City of Hopkins financial statements have been audited by CliftonLarsonAllen LLP, a firm of licensed certified public accountants. The goal of the independent audit was to provide reasonable assurance that the financial statements of the City of Hopkins for the fiscal year ended December 31, 2015, are free of material misstatement. The independent audit involved examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; assessing the accounting principles used and significant estimates made by management; and evaluating the overall financial statement presentation. The independent auditor concluded based upon the audit, that there was a reasonable basis for rendering unmodified opinions that the City of Hopkins financial statements for the fiscal year ended December 31, 2015, are fairly presented in conformity with GAAP. The independent auditors’ report is presented as the first component of the financial section of this report. GAAP requires 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). This letter of transmittal is designed to complement the MD&A and should be read in conjunction with it. The City’s MD&A can be found in the financial section of this report immediately following the report of the independent auditors. 3 Profile of the Government Hopkins was first settled in 1853 and was incorporated as the Village of West Minneapolis in 1893. The name was changed in 1928 to Hopkins after one of the early residents. The original territory of incorporation was three square miles, but successive annexation since 1946 has enlarged this area by one-third.In 1947, the residents of the area adopted a City Charter with a Council/Manager form of government. The governing council is responsible, among other things, for passing ordinances, adopting the budget, appointing committees and hiring the government’s manager and the government’s attorney. The government’s manager is responsible for carrying out the policies and ordinances of the government, for overseeing day- to-day operations of the government and for appointing the heads of the government’s departments. The report includes all funds of the City, including the City’s Housing and Redevelopment Authority (HRA). The City provides a full range of services including general government, public safety, highways and streets, urban redevelopment and housing, culture and recreation, and health and welfare. In addition to general municipal activities, the City provides water, sewer, storm sewer and refuse services and operates an ice arena. Low-income rental housing is a function of the HRA. The Hopkins Fire Relief Association has not met the established criteria for inclusion in the reporting entity, and accordingly is excluded from this report. The annual budget serves as the foundation for the City of Hopkins financial planning and control. All departments of the City of Hopkins are required to submit requests for appropriation to the Finance Director by July of each year. The Finance Director uses these requests as the starting point for developing a proposed budget.The Finance Director then presents this proposed budget to the Council for review prior to September 30th. The Council is required to hold public hearings on the proposed budget and to adopt a final budget no later than December 31, the close of the City of Hopkins fiscal year. The appropriated budget is prepared by fund and department. Department heads may make transfers of appropriations within a department. Transfers of appropriations between funds require approval of the City Council. Budget to actual comparisons are provided in this report for each individual governmental fund for which an annual budget has been adopted. For the General Fund and the major Special Revenue Funds this comparison is presented on pages 39-42 as part of the basic financial statements for the governmental funds. For governmental funds, other than the General fund and major Special Revenue Funds, with annual budgets, this comparison is presented in the combining and individual fund statements and schedules subsection of this report on pages 109-126. Factors Affecting Financial Condition The City of Hopkins, consisting of 2,504 acres, is located in Hennepin County on the westerly fringe of the Minneapolis urban area. The City, as part of the Minneapolis-St. Paul metropolitan complex, is readily accessible by the many highways and railways leading into the area. This easy access prompted steady growth for the City of Hopkins during its formative years. In response to this growth the City developed goals of working towards a planned community, with its policies directed toward sound ratios of residential, commercial and industrial components, with the current tax base approximately 76% single family residential and apartments, and 24% commercial-industrial. The city’s population has stabilized due to the fact that the City is largely developed and the national trend toward the lowering of persons per household. 4 The City Council and staff along with an organized group of concerned partners determined what the Vision and the Mission of the City of Hopkins should be. Participation in this project was very high and the resulting Vision and Mission are as follows: Community Vision Creating a Spirit of Unity – Hopkins will be a community where People are treated with respect People participate in building culture, character and common bonds Business growth throughout the City is supported while maintaining a vibrant City center People feel safe, support outstanding schools and celebrate cultural heritages People enjoy quality public services, parks and housing City of Hopkins Mission Inspire, Educate, Involve, Communicate Economic Condition and Outlook Hopkins continues to show strong economic and redevelopment activities within the city. The valuation of new non-residential construction in 2015 was $12.6 million dollars. This development activity has been the result of a good development market in the Hopkins area along with successful planning on the part of the city council and city staff. Significant projects completed or begun in 2015 include the following: Activity Valuation Commercial Additions/Alterations: Super Valu – test kitchens $ 1,300,000 Hopkin Honda – addition $ 1,423,500 Walser Jeep Chrysler – addition $ 1,600,000 Johnson Building redevelopment $53,000,000 Efforts are being made for continued development and growth for 2015 and beyond. It is anticipated that approximately $149,000,000 of construction will also take place in the City of Hopkins during the next several years. Some anticipated projects for 2016-2019 include the following: Project Valuation Hopkins Cold Storage Site Redevelopment $62,000,000 EBCO Site redevelopment $10,000,000 Oxford Green Apartments $ 7,000,000 Metropolitan Council Lift Station $ 5,000,000 Hopkins Village Apartments remodel $ 4,400,000 Long-term financial planning The City of Hopkins has a strategic plan for economic development and has completed extensive planning work in anticipation of the Southwest Light Rail Transit (SWLRT) line and the three 5 Hopkins LRT stations. As a part of the plans, the City of Hopkins intends to pursue various development and redevelopment efforts throughout the City. Several projects are anticipated. In 2015, projects completed were the Super Valu test kitchens, along with the Hopkins Honda and Walser Jeep Chrysler additions. In addition the Johnson Building redevelopment was started. This development by Doran Companies known as "The Moline" will be a 241-unit market rate apartment building with state-of-the-art amenities along with retail on the first level. The project is projected to be completed in the fall of 2017. These developments will have major impacts on the community. Specialized planning is taking place to ensure that these developments occur so as to benefit the community and residential neighborhoods. Major improvements continue to be made along the Hopkins section of Excelsior Boulevard (County Road 3). The first phase of improvements occurred in 1998 - 2000 between Shady Oak th Road and 9 Avenue South. The second phase occurred in 2002 – 2004 between Highway 169 and Blake Road. The third phase occurred in 2007 on the segment between Highway 169 and th 8 Avenue. The final phase is the section from Blake Road to Meadowbrook Road, has provisional county funding and is tentatively scheduled for 2016-2017. Significant improvements for Shady Oak Road (County Road 61) began in 2013 and were completed in 2015. This project is a joint effort between Hennepin County and the Cities of Minnetonka and Hopkins. A number of neighborhood and town meetings were held to gather input on this project that will re-align the road and facilitate re-development of the area. The project began in earnest in 2013 with the acquisition of right of way property with major road construction starting in 2014 and finishing in 2015. Another project in the planning stages is the 14-mile Southwest Corridor Light Rail Transit (SWLRT) line that will go from Eden Prairie to downtown Minneapolis passing through Hopkins and providing development potential at three transit stations that are planned for Hopkins. In downtown Minneapolis the Southwest LRT will connect with the Hiawatha and Central LRT lines. Construction of the light rail line is expected to begin in 2017 and is expected to be funded with the Counties Transit Improvement Board’s transit sales tax in the metro area (30%), and with Hennepin County Regional Railroad Authority (10%), Federal (50%), and State (10%) dollars. Relevant Financial Policies The City of Hopkins has adopted a comprehensive set of financial policies. While no new policies were developed in 2015 staff continues to review current policies to ensure they remain relevant. In addition the City of Hopkins’ Fund Balance policy requires that the General Fund’s Unassigned portion of fund balance be equivalent to a minimum of five months expenditures or 42% of the prior fiscal year General Fund operating expenses. At December 31, 2015 the General Fund unassigned fund balance is at 48.01% or $5,439,799 which represents slightly more than five months expenditures of the 2015 budget. Due to sound fiscal policy and close monitoring of budgets we remain at the targeted General Fund balance goal. Major Initiatives For 2015, the staff, following specific directives of the council and the city manager, has been involved in a variety of projects throughout the year. These projects reflect the government’s 6 commitment to ensuring that its citizens are able to live and work in a safe environment and that the needs for services are met. In 2015, we accomplished our annual street repair and improvements, at a cost of approximately $4,900,359. This included the city's share of the Shady Oak Road project, along with improvements to Mainstreet reconstruction. Along with the street improvements, improvements to various parking lots totaled $1,093,118. In addition preliminary work was begun on the 2016 street improvement project. We continue to improve Cottageville Park and invested $2,146,978 in that park in 2015 adding play equipment and continuing to expand the park. Additional park project improvements for 2015 totaled $50,182. The water, sewer and storm sewer departments also completed in conjunction with the street improvements, infrastructure reconstruction projects totaling $911,825 along with several other small projects. Other miscellaneous improvement projects in 2015 included the purchase of a downtown building for $142,053 with the intention of moving the Hopkins Historical Society out of another city building into one more visible to the public that will offer them more space for their collections, running fiber optic cable to various city buildings at a cost of $215,002 which will improve communication between city facilities, and various other city park improvements at a total cost of $50,182. Preliminary work has also begun on the Public Works garage upgrade with the majority of the work to be completed in 2016 at an estimated cost of $746,500. Future projects A systematic citywide sidewalk rehab program was initiated in 1992. Each year one quadrant is inspected and necessary repairs made. A sidewalk/trail plan was developed and implemented in 2003, which guides future improvements and connections to regional trails. The City has established a street reconstruction and storm sewer program based on a street condition survey and storm water management program. The streets found in poor condition and future problem streets will be systematically included for repairs in the five-year Capital Improvement Plan. Certificate of Achievement For Excellence in Financial Reporting The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial reporting to the City of Hopkins for its comprehensive annual finance report for the fiscal year ended December 31, 2014. In order to be awarded a Certificate of Achievement for Excellence in Financial Reporting, a governmental unit must publish an easily readable and efficiently organized comprehensive annual financial report. This report must satisfy both U.S. generally accepted accounting principles and applicable legal requirements. 7 A Certificate of Achievement is valid for a period of one year only.We believe our current comprehensive annual financial report continues to meet the Certificate of Achievement Program’s requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. Acknowledgments We wish to express our appreciation to the Mayor and City Council for their continued interest and support in planning and conducting the financial operations of the City in a responsible and progressive manner. We also want to express our appreciation to the Finance Department staff for their work in preparing this report. Respectfully submitted, Michael J. Mornson Christine M. Harkess, CPA, CGFM City Manager Finance Director 8 9 Organizational Chart CITIZENS CITY Boards & City Attorney COUNCIL Commissions AdministrativeCenter for the City Manager ServicesArts City of Minnetonka Community FinanceFireRecreation Services AssessingFire & MedicalDepot Coffee Accounting City ClerkResponseHouse Payroll CommunicationsPrevention Utility Billing InformationEmergency ServicesPreparedness Inspections Reception Activity Center Planning & EconomicPolicePublic Works Development Economic Building Maint. & Patrol Development Equipment Services Investigation Housing Engineering Communication Planning & Parks & Forestry Crime Zoning Street/Traffic/Refuse Prevention Public Housing Water & Sewer Pavilion/Ice Arena 10 THE CITY OF HOPKINS, MINNESOTA COMPREHENSIVE ANNUAL FINANCIAL REPORT CITY OFFICIALS December 31, 2015 CITY COUNCIL Term Expires Molly Cummings Mayor 12-31-17 Katy Campbell Councilmember 12-31-17 Jason Gadd Councilmember 12-31-19 Kristi Halverson Councilmember 12-31-17 Aaron Kuznia Councilmember 12-31-19 CITY MANAGER Michael J. Mornson Appointed DIRECTOR OF FINANCE Christine M. Harkess Appointed 11 CITY OF HOPKINS, MINNESOTA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE YEAR ENDED DECEMBER 31, 2015 SECTION II FINANCIAL SECTION 12 INDEPENDENT AUDITORS' REPORT Honorable Mayor and Members of the City Council City of Hopkins, Minnesota Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities, the business- type activities, each major fund, and the aggregate remaining fund information of the City of Hopkins (the City), as of and for the year ended December 31, 2015, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditors’ Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditors’ judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. An independent member of Nexia International 13 Honorable Mayor and Members of the City Council City of Hopkins Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City as of December 31, 2015, and the respective changes in financial position and, where applicable, cash flows thereof and the respective budgetary comparison for the General Fund and major special revenue funds for the year then ended in accordance with accounting principles generally accepted in the United States of America. Emphasis of a Matter During the year ended December 31, 2015, the City adopted the provisions of Governmental Accounting Standards Board Statement (GASB) No. 68, Accounting and Financial Reporting for Pensions and the related GASB Statement No. 71, Pension Transition for Contributions Made Subsequent to the Measurement Date—an amendment of GASB Statement No. 68. As a result of the implementation of these standards, the City reported a restatement for the change in accounting principle (see Note 16). Our auditors’ opinion was not modified with respect to the restatement. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis, schedule of funding progress – other postemployment benefits plan, schedules of the City’s proportionate share of net pension liabilities and schedules of pension contributions and the schedule of funding progress, as listed in the table of contents, be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The introductory section, combining and individual nonmajor fund statements and schedules and statistical section are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual nonmajor fund statements and schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual fund statements and schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. 14 Honorable Mayor and Members of the City Council City of Hopkins Other Matters (Continued) Other Information (Continued) The introductory and statistical sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we do not express an opinion or provide any assurance on them. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated August 1, 2016, on our consideration of the City's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the result of that testing, and not to provide an opinion on internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City’s internal control over financial reporting and compliance. CliftonLarsonAllen LLP Minneapolis, Minnesota August 1, 2016 15 CITY OF HOPKINS, MINNESOTA MANAGEMENT’S DISCUSSION AND ANALYSIS (Unaudited) This section of the City’s comprehensive annual financial report presents a discussion and analysis of the City’s financial activities during the fiscal year ended December 31, 2015. This discussion and analysis should be read in conjunction with the letter of transmittal in the introductory section of this report. Financial Highlights The assets and deferred outflows of the City exceeded liabilities and deferred inflows at the close of the 2015 fiscal year by approximately $62.5 million (net position). Of this amount, approximately $8.03 million (unrestricted net deficit) is unavailable to meet the City’s ongoing obligations to citizens and creditors due in part to the recognition of the City's share of the unfunded pension obligation. The net position of the government-wide financial statements was negatively impacted in the current year by $6.0 million due to the required implementation of GASB Statement No. 68, Accounting and Financial Report for Pensions, a new accounting standard. This is more fully described on page 20. Net Position was also negatively impacted by approximately $1.7 million due to the payment of refunding debt that was called February 1, 2015. As of the close of the current fiscal year, the City's governmental funds reported combined ending fund balances of approximately $26.9 million, an increase of approximately $1.8 million in comparison with the prior year. The increase was primarily due to sale of refunding bonds late in the year that will be used to refund debt in February 2016. Approximately $5.1 million of fund balance is available for spending at the City’s discretion (assigned or unassigned fund balance). As of December 31, 2015, unassigned fund balance for the General Fund was approximately $5.4 million, or 48% of total general fund expenditures. This compares to $5.1 million from the prior year, an increase of approximately $255,000. The General Fund working capital goal policy stated that the City will strive to maintain a fund balance in the General Fund for working capital of 42% of the previous year's General Fund expenditures. At December 31st working capital is at 48%. The City of Hopkins total debt increased by approximately $9.5 million during the current fiscal year due to the sale of improvement, tax abatement and refunding bonds for four bond issues. Total new debt totaled $18.7 million and bond maturities totaled $9.2 million. Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the City of Hopkins basic financial statements. The City of Hopkins basic financial statements comprise three components: 1) government-wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. Government-wide financial statements. The government-wide financial statements are designed to provide readers with a broad overview of the City of Hopkins finances, in a manner similar to a private- sector business. 16 The statement of net position presents information on all of the City of Hopkins assets, deferred outflows of resources, liabilities, and deferred inflows of resources with the difference between them reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the City of Hopkins is improving or deteriorating. The statement of activities presents information showing how the City net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g., uncollected taxes and earned but unused vacation leave). Both of the government-wide financial statements distinguish functions of the City of Hopkins 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 activities of the City of Hopkins include general, public safety, highways, streets, culture, recreation, urban redevelopment, housing, health and welfare. The business-type activities of the City of Hopkins include water, sewer, refuse, storm sewer utilities, an ice arena, and a housing and redevelopment authority. The government-wide financial statements include the City of Hopkins itself, but also a legally separate Hopkins Housing and Redevelopment Authority. Although the Hopkins Housing and Redevelopment Authority is legally separate, it functions for all practical purposes as a department of the City of Hopkins, and therefore has been included as an integral part of the primary government. The government-wide financial statements can be found on pages 28-29 of this report. Fund financial statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City of Hopkins, 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 of Hopkins can be divided into two categories: governmental funds and proprietary funds. Governmental funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a City’s near-term financing requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact of the City’s near-term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balance provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City of Hopkins maintains thirty-seven individual governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, 17 expenditures, and changes in fund balances for the General Fund, Economic Development, Arts Center, Tax Increment District Super Valu, 2009B Housing Improvement Bonds of 1999B Refunding Bonds, 2015D GO TI Revenue Bonds, and Permanent Improvement Revolving fund all of which are considered to be major funds. Data from the other thirty-two funds are combined into a single, aggregated presentation. Individual fund data for each of these non-major governmental funds is provided in the form of combining statements elsewhere in this report. The City of Hopkins adopts an annual appropriated budget for its general fund and all of its special revenue funds except for the Community Development Block Grant fund. A budgetary comparison statement has been provided for the General fund and major special revenue funds and schedules are provided for other funds to demonstrate compliance with the budget. The basic governmental fund financial statements can be found on pages 30-39 of this report. Proprietary funds. The City of Hopkins maintains two types of proprietary funds. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The City of Hopkins uses enterprise funds to account for its water, sewer, refuse, storm sewer utilities, the pavilion ice arena, and the housing and redevelopment authority. Internal service funds are an accounting device used to accumulate and allocate costs internally among the City of Hopkins various functions. The City of Hopkins uses internal service funds to account for replacement of equipment, insurance deductibles and compensated absences. Because all of these services predominantly benefit governmental rather than business-type functions, they have been included within governmental 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 proprietary fund financial statements provide separate information for the water, sewer, storm sewer utility funds, all of which are considered to be major funds of the City of Hopkins. Data from the other three enterprise funds are combined into a single, aggregated presentation. Individual fund data for each of these non-major proprietary funds is provided in the form of combining statements elsewhere in this report. The internal service funds are combined into a single, aggregated presentation in the proprietary fund financial statements. Individual fund data for the internal service funds is also provided in the form of combining statements elsewhere in this report. The basic proprietary fund financial statements can be found on pages 40-44 of this report. Notes to the Financial Statements The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The notes to the financial statements can be found on pages 46-69 of this report. Other Information In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information. Required supplementary information can be found on page 71 of this report. The combining statements referred to earlier in connection with non-major governmental funds, non- major proprietary funds and internal service funds are presented immediately following the required 18 supplementary information. Combining and individual fund statements and schedules can be found on pages 74-108 of this report. Government-Wide Financial Analysis As noted earlier, net position may serve over time as a useful indicator of a government’s financial position. In the case of the City of Hopkins, assets exceeded liabilities by $62,490,991 at the close of the most recent fiscal year. Slightly over two thirds (75%) of the City of Hopkins net position is reflected in its investment in capital assets (e.g., land, buildings, machinery and equipment); less any related debt used to acquire those assets that are still outstanding. The City of Hopkins uses these capital assets to provide services to citizens. The net capital assets are not available for future spending. Although the City of Hopkins 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. City of Hopkins Net Position December 31 Governmental Activities Business-Type Activities Total 2015 2014 2015 2014 2015 2014 Assets Current and other assets $ 35,661,380 $ 35,773,666 $ 2,611,965 $ 2,682,760 $ 38,273,345 $ 38,456,426 Capital assets 57,145,566 49,314,501 22,701,488 22,425,930 79,847,054 71,740,431 Total assets 92,806,946 85,088,167 25,313,453 25,108,690 118,120,399 110,196,857 Deferred Outflows of Resources Deferred charges on refunding 309,483 312,743 - - 309,483 312,743 Pensions 1,355,974 - 113,826 - 1,469,800 - Total deferred outflows of resources 1,665,457 312,743 113,826 - 1,779,283 312,743 Liabilities Other liabilities 2,916,998 4,731,255 262,178 517,572 3,179,176 5,248,827 Long-term liabilities outstanding 47,533,793 30,527,243 5,769,591 5,698,978 53,303,384 36,226,221 Total liabilities 50,450,791 35,258,498 6,031,769 6,216,550 56,482,560 41,475,048 Deferred Inflows of Resources Pensions 843,495 - 82,636 - 926,131 - Net Position Net investment in capital assets 32,609,356 31,272,253 17,893,856 16,937,928 50,503,212 48,210,181 Restricted 20,016,574 16,967,889 - - 20,016,574 16,967,889 Unrestricted (9,447,813) 1,902,270 1,419,018 1,954,212 (8,028,795) 3,856,482 Total net position $ 43,178,117 $ 50,142,412 $ 19,312,874 $ 18,892,140 $ 62,490,991 $ 69,034,552 A portion of the City of Hopkins net position represent resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net deficit ($8,028,795) was negatively impacted by the implementation of GASB Statement No. 68, more fully described below. At the end of the current fiscal year, the City of Hopkins is able to report positive balances in all two categories of net position, for its governmental activities and in all three categories for the business-type activities. The City’s net position decreased by $593,191 during the current fiscal year. The City adopted new accounting guidance, GASB Statement No. 68, Accounting and Financial Reporting for Pensions - an Amendment of GASB Statement No. 27and the related GASB Statement 19 No. 71, Pension Transition for Contributions Made Subsequent to the Measurement Date - an amendment of GASB Statement No. 68 for the year ended December 31, 2015. Essentially, the standard required the unfunded portion of defined benefit pension plans to be reported by all participating employers. Recording the net pension liability and the pension related deferred outflows and inflows of resources do not change the City's future funding requirements or obligations under the plans, which are determined by state statutes. Additionally, the standard required the net pension asset of the Hopkins Fire Department Relief Association to be recorded in the government-wide financial statements for the first time. The statement of net position was impacted by $6,131,406 at December 31, 2015 due to the implementation of this standard. Pension-related amounts included in the above schedule related to the standard are as follows: Net pension asset $ 688,067 Deferred outflows of resources 1,469,800 Net pension liability (7,363,142) Deferred inflows of resources (926,131) Total $ (6,131,406) (remainder of this page left blank intentionally) 20 Governmental and business-type activities. Governmental activities decreased the City of Hopkins net position by $1,795,485 and business-type activities increased net position by $1,202,294. Key elements of the increases are as follows: City of Hopkins Changes in Net Position For the Year Ended December 31 Governmental Activities Business-Type Activities Total 2015 2014 2015 2014 2015 2014 Revenues: Programrevenues: Charges for services $ 1,367,196 $ 1,069,080 $ 5,705,338 $ 5,521,545 $ 7,072,534 $ 6,590,625 Operating grants and contributions 4,970,313 2,943,889 622,332 795,199 5,592,645 3,739,088 Capital grants and contributions 501,029 2,728,416 - - 501,029 2,728,416 Generalrevenues: Property taxes 11,038,746 11,207,914 64,161 - 11,102,907 11,207,914 Tax increments 2,920,681 2,700,110 - - 2,920,681 2,700,110 Grants and contributions not restricted 20,510 20,510 - - 20,510 20,510 Investment earnings 279,418 193,546 23,477 24,503 302,895 218,049 Gain on sale of capital assets 27,535 27,235 - - 27,535 27,235 Total revenues 21,125,428 20,890,700 6,415,308 6,341,247 27,540,736 27,231,947 Expenses: General government 13,016,991 2,276,155 - - 13,016,991 2,276,155 Public safety 6,665,974 6,526,230 - - 6,665,974 6,526,230 Health and welfare 185,248 171,187 - - 185,248 171,187 Highways and streets 4,542,014 5,709,009 - - 4,542,014 5,709,009 Urban redevelopment and housing 1,249,457 2,247,553 - - 1,249,457 2,247,553 Culture and recreation 2,068,887 1,941,912 - - 2,068,887 1,941,912 Interest on long-term debt 688,155 711,697 - - 688,155 711,697 Water - - 1,699,540 1,540,940 1,699,540 1,540,940 Sewer - - 2,061,180 2,042,106 2,061,180 2,042,106 Storm sewer - - 394,707 508,686 394,707 508,686 Refuse - - 848,685 834,113 848,685 834,113 Pavilion/ice arena - - 462,771 460,246 462,771 460,246 Housing and redevelopment authority - - 610,318 625,667 610,318 625,667 Total expenses 28,416,726 19,583,743 6,077,201 6,011,758 34,493,927 25,595,501 Increase in net position before (7,291,298) 1,306,957 338,107 329,489 (6,953,191) 1,636,446 transfers Transfers (864,187) 493,093 864,187 (493,093) - - Increase in net position (8,155,485) 1,800,050 1,202,294 (163,604) (6,953,191) 1,636,446 Net position - January 1, as previously reported 50,142,412 50,255,758 18,892,140 19,090,595 69,034,552 69,346,353 Prior period adjustment (5,168,810) (1,790,073) (781,560) - (5,950,370) (1,790,073) Cumulative effect of change in accounting principle - (123,323) - (34,851) - (158,174) Net position - January 1, as restated 44,973,602 48,342,362 18,110,580 19,055,744 63,084,182 67,398,106 Net position - December 31 36,818,117 50,142,412 19,312,874 18,892,140 56,130,991 69,034,552 21 Governmental activities: Property taxes decreased in 2015 as a result of tax appeals filed with the County resulting in taxes being refunded to the appellants. The City also received a number of program grants for specific programs in addition to state municipal aid for a major street improvement project. Net position decreased primarily due to payment of refunding debt that was sold the previous year and called in February 2015. 22 Business-type activities. Business-type activities had a increase in net position due to transfers and greater than expected revenues. A utility master plan was developed in 2007 with scheduled rate increases that are designed to cover operations, debt and capital needs over the next 15 years. As a result the utility funds are in a stronger financial position than they were a couple years ago. 23 Financial Analysis of the City’s Funds As noted earlier, the City of Hopkins uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental funds. The focus of the City of Hopkins governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City of Hopkins financing requirements. In particular, unassigned fund balance may serve as a useful measure of a City’s net resources available for spending at the end of the fiscal year. As of the end of the current fiscal year, the City of Hopkins governmental funds reported combined ending fund balances of $26,898,710, a increase of $1,771,219 in comparison with the prior year. The key factor of the increase is the sale of refunding bonds that will be used to liquidate the 2007 HRA Revenue Bonds in February 2016. Approximately 19% of fund balance or $5,068,309, constitutes assigned and unassigned fund balance, which is available for spending at the City’s discretion. The remainder of fund balance is non- spendable, restricted or committed to indicate that it is not available for new spending because it is either in a non-spendable form (inventory, prepaid expenses, rehabilitative loans, or property held for resale); restricted (debt service, tax increment projects) or has already been committed (for economic development, property purchases, parking, and communication activities). The general fund is the chief operating fund of the City of Hopkins. At the end of the current fiscal year, unassigned fund balance of the general fund was $5,439,799. This represents 90.6% of the general fund’s total fund balance. As a measure of the general fund’s liquidity, it may be useful to compare both unassigned fund balance and total fund balance to total fund expenditures. Unassigned fund balance represents approximately 48.1% of total general fund expenditures while total fund balance represents approximately 53.1% of that same amount. The fund balance of the City of Hopkins general fund increased by $270,465 during the current fiscal year. Revenues exceeded expenditures by $280,465 before transfers. This increase was a result of conservative spending an increase in building permit revenues and public safety program grants for specific programs. The Economic Development fund has a total fund balance of $4,385,982 of which $4,285,982 is committed for economic development. The fund balance increased by $263,936 primarily as a result of an increase in the tax levy and conservative spending. The Arts Center fund has a deficit fund balance of ($1,182,956) of which $68 is nonspendable and ($1,183,024) is unassigned. The fund balance deficit increased by $11,045. While the Arts Center received a programming grant from the Minnesota State Arts Board to offset programming costs those costs still exceeded budgeted revenues due to higher performing artist fees and expenses . Staff and the Friends of the Hopkins Center for the Arts, a non-profit associated with the Arts Center, continue working to identify significant donors and corporate sponsors to underwrite arts programming and decrease the deficit. The Tax Increment District Super Valu fund has a total fund balance of $3,511,730 of which all is restricted for tax increment. The fund balance increased by $1,908,187 due to revenues exceeding amounts owed to developers for project costs and related financing. 24 The 2009B Housing Improvement refunding bonds of 1999B bond fund has a total fund balance of $694,722, all of which is restricted for the payment of debt service. The fund balance increased by $51,915 as special assessment revenues exceeded current debt payment requirements. The 2015D GO TI Refunding bond fund has a total fund balance of $7,454,556 all of which is restricted for the payment of debt service. The fund balance increased by $7,454,556 as refunding bonds were sold in December 2015 to call the 2007 HRA Revenue bonds in February 2016. The Permanent Improvement Revolving fund has a total fund balance of $442,413 which is assigned for construction projects. The fund balance decreased by $(2,342,904) a result of project costs expended from prior year revenues. Revenues in this fund are derived from special assessments and taxes. Proprietary funds. The City of Hopkins proprietary funds provide the same type of information found in the government-wide financial statements, but in more detail. Unrestricted net position of the Water fund at the end of the year amounted to ($440,506). The decrease in net position amounted to $213,225 and is due to transfers in from the permanent improvement fund for reimbursement of project costs. The City is in the process of a utility rate study which is evaluating the entire rate structure of the water fund. The City is looking at implementing a tiered rate structure that will meet state requirements for conservation pricing and meet the City's needs for operations and capital expenditures. The new rates are anticipated to go into effect in mid-2016. Unrestricted net position of the Sewer fund at the end of the year amounted to $245,576. The unrestricted net position will be used to pay for infrastructure improvements. The increase in net position amounted to $305,222 and is due to operating revenues exceeding operating expenses along with transfers in from the permanent improvement fund for reimbursement of project costs.. Along with the water fund a utility rate study is also being done for the sewer fund. A rate structure will be put in place to ensure adequate funds are maintained for operations and capital needs in the long-term. Unrestricted net position of the Storm Sewer Utility fund at the end of the year amounted to $720,310. The unrestricted net position will be used to pay for infrastructure improvements. The increase in net position amounted to $720,492 and is due to transfers in from the permanent improvement fund for reimbursement of project costs. General Fund Budgetary Highlights The difference between the general fund original budget and the final amended budget resulted in departmental budget changes but did not increase the total expenditure budget when transfers out are included. The reason for the inter-departmental amendments was a transfer between expenditure categories to match actual expenditures and a transfer from the contingency fund for health insurance increases following bargaining unit negotiations which were outstanding when the year began.. The budget changes can be summarized as follows: Several departments had small budget modifications, however when departments were combined for reporting purposes the budget changes balanced out and no change was noted. During the year revenues were over budgetary estimates by $252,229 due to increases in license and permit revenue, fines, federal grants, recreation fees and donations. This was offset by a decrease in tax revenues as a result of rebates due taxpayers who challenged their valuations in tax court and less than expected miscellaneous revenues. 25 Expenditures were under budget by $18,236 and was due to decreased costs in the public works department primarily in the engineering and snow removal divisions. Due to the large amount of projects in 2015 a greater portion of the engineering budget was charged back to the various improvement projects and due to lower snowfalls less supplies were needed in the snow removal budget. The net effect of these budget impacts was an increase in fund balance of $270,465 after transfers. Capital Asset and Debt Administration Capital assets. The City of Hopkins investment in capital assets for its governmental and business type activities as of December 31, 2015, amounts to $79,847,054 (net of accumulated depreciation). This investment in capital assets includes land, buildings, improvements, vehicles, machinery and equipment, park facilities, roads, highways, bridges, distribution systems and construction in progress. Major capital asset events during the current fiscal year included the following: Construction in progress additions totaled $9,297,915 for infrastructure projects and enhancements to an undeveloped city park. A total of $6,264,060 of assets was transferred from construction in progress to other improvements as infrastructure projects were completed and put into service. Vehicle and equipment purchases totaled $1,376,523. Major purchases included public works equipment, public safety vehicles and equipment. Vehicle and equipment deletions totaled $261,576. Deletions were a result of scheduled replacements of public works, public safety vehicles and equipment. City of Hopkins Capital Assets (net of depreciation) December 31 Governmental Activities Business-Type Activities Total 2015 2014 2015 2014 2015 2014 Land $ 6,157,677 $ 6,157,677 $ 254,299 $ 254,299 $ 6,411,976 $ 6,411,976 Buildings 13,588,144 13,838,575 3,284,952 3,412,915 16,873,096 17,251,490 Infrastructure - - 6,930,852 7,332,186 6,930,852 7,332,186 Improvements 24,710,194 22,167,426 10,005,964 7,999,437 34,716,158 30,166,863 Vehicles 1,840,710 1,869,078 467,459 260,750 2,308,169 2,129,828 Equipment 2,430,725 1,384,675 308,583 381,005 2,739,308 1,765,680 Construction in progress 8,418,116 3,897,070 1,449,379 2,785,338 9,867,495 6,682,408 $ 57,145,566 $ 49,314,501 $ 22,701,488 $ 22,425,930 $ 79,847,054 $ 71,740,431 Additional information on the City of Hopkins capital assets can be found in note 5 on pages 57-58 of this report. Long-term debt. At the end of the current fiscal year, the City of Hopkins had total bonded debt outstanding of $44,010,000. Of this amount $13,105,000 comprises tax increment redevelopment debt, and $24,060,000 comprises general obligation and special assessment debt, all of which is backed by the full faith and credit of the government. Another $2,100,000 is special fees debt for which the government is liable in the event of default by the property owners subject to the fees. The remainder of the City of Hopkins debt, $4,745,000, represents bonds secured solely by specified revenue sources (i.e., revenue bonds). 26 City of Hopkins Outstanding Debt General Obligation and Revenue Bonds December 31 Governmental Activities Business-Type Activities Total 2015 2014 2015 2014 2015 2014 G.O. Tax increment bonds $ 13,105,000 $ 1,650,000 $ -$ - $ 13,105,000 $ 1,650,000 G.O. Housing fee bonds 2,100,000 2,470,000 - - 2,100,000 2,470,000 G.O. Equipment certificates 585,000 665,000 - - 585,000 665,000 G.O. Capital improvement bonds 14,815,000 14,300,000 - - 14,815,000 14,300,000 G.O. Special assessment bonds 8,660,000 10,015,000 - - 8,660,000 10,015,000 Revenue bonds - - 4,745,000 5,420,000 4,745,000 5,420,000 $ 39,265,000 $ 29,100,000 $ 4,745,000 $ 5,420,000 $ 44,010,000 $ 34,520,000 The City of Hopkins total bonded debt increased by $9,490,000 during the current fiscal year. The increase is a result of the issuance of $4,100,000 in G.O. Street Reconstruction Bonds that financed street improvements on Mainstreet, the issuance of $2,940,000 on GO Tax Abatement Bonds for various park and parking lot improvements and the issuance of $4,340,000 in GO TI refunding bonds to refund the 2008 HRA Revenue Bonds that were called in December 2105 and $7,355,000 on GO TI refunding bonds to refund the 2007 HRA Revenue bonds that will be called February 12, 2016. General Obligation Bonds are backed by the full faith, credit and taxing power of the City, and are serviced by General and Tax Increment levies and also by fees assessed against benefited properties. Revenue Bonds are backed by the full faith, credit and taxing power of the City, and are serviced by the Water, Sewer, and Storm Sewer Utility Funds and the Pavilion Fund current revenues. City Special Assessment Bonds are backed by the full faith, credit and taxing power of the City, and repayment monies are generated by the collection of special assessments and general levies. The City is subject to a statutory limit of bonded indebtedness equaling 3.0 percent of taxable market value. At December 31, 2015, the debt limit for the City is $48,167,756. Of the total debt, $15,400,000 of general obligation and revenue bonds is applicable to the limit. The legal debt margin is $32,767,756. The City of Hopkins was upgraded to a “AA+” rating from Standard & Poor’s in January 2014 which was reaffirmed in November 2015 and maintains an “A1” rating from Moody’s. Additional information on the City of Hopkins long-term debt can be found in note 9 on pages 60-63 of this report. Economic Factors and Next Year’s Budgets and Rates A number of factors were taken into consideration when preparing the City of Hopkins 2016 budget. A utility rate study was begun to look at the rates for the water and sewer funds to better position those funds for the future. The tax capacity rate increased as a result of economic conditions. Property values are starting to increase and this was taken into consideration when determining estimated tax revenues. Also taken into consideration is that the City’s population would remain constant. As a result of these factors the City prepared a budget for 2016 that included an overall increase of 4.66% in expenditures. 27 During the current fiscal year, unassigned fund balance in the general fund increased to $5,439,799 or 48% of general fund expenditures. The Office of the State Auditor recommends unassigned fund balances no less than five months of operating expenditures. The City is meeting the recommendation for the general fund. The unassigned fund balance is used to pay for the City’s general fund obligations until it receives its property tax levy revenues in June. Requests for Information This financial report is designed to provide a general overview of the City of Hopkins finances for all those with an interest in the government’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Director of Finance, City of Hopkins, 1010 First Street South, Hopkins, MN 55343. 28 29 BASIC FINANCIAL STATEMENTS 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 NOTES TO THE FINANCIAL STATEMENTS 48 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS December 31, 2015 1. SUMMARY OF SIGNIFICANT ACCOUNT POLICIES The City of Hopkins, Minnesota (the City) is a charter City, which was approved December 2, 1947. The City operates pursuant to applicable Minnesota laws and statutes. The governing body of the City is a Council – Manager form of government. The financial statements of the City have been prepared in conformity with U.S. generally accepted accounting principles as applied to governmental units by the Government Accounting Standards Board (GASB). The more significant accounting policies of the City are described below. A. REPORTING ENTITY In accordance with GASB pronouncements, the City’s financial statements include all funds and departments of the City and its component units, for which the City is considered to be financially accountable. A blended component unit, although legally separate entity is, in substance, part of the City’s operations and so data from this unit is combined with data of the primary government. The City’s blended component unit has a March 31 year- end, however when blended with the City it is shown with a December 31 year-end. Blended Component Unit Housing and Redevelopment Authority in and for the City of Hopkins (HRA) The HRA was created by the City to carry out certain redevelopment projects and low-income rental housing. The HRA's governing body is the same as the governing body of the primary government in that all members of the Hopkins City Council are also the Hopkins Housing and Redevelopment Authority Commissioners. The City of Hopkins in its capacity as the HRA Board of Directors, has operational responsibility for the HRA. Therefore there is a burden relationship between the primary government and the component unit. The housing activity is supported in part by federal subsidies. There is an extensive trust agreement between the HRA and HUD regarding the facility. The HRA is included in the City’s enterprise funds. Separate financials are not prepared. B. GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS The government-wide financial statements (i.e., statement of net position and the statement of changes in net position) report information on all activities of the primary government and its component units. The interfund services provided and used are not eliminated in the process of consolidation. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment is offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds and proprietary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. C. MEASUREMENT FOCUS, BASIS OF ACCOUNTING, AND FINANCIAL STATEMENT PRESENTATION The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned 49 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements have been met. Unbilled utility service receivables are recorded at year-end. Governmental funds are accounted for using the current financial resources measurement focus and the modified accrual basis of accounting. Their revenues are recognized when susceptible to accrual (i.e., when they become measurable and available). “Measurable” means the amount of the transaction can be determined and “available” means collectible within the current period or within sixty days thereafter to be used to pay liabilities of the current period. Major revenues that are susceptible to accrual include property taxes, special assessments, intergovernmental revenues, charges for services, and investment earnings. Major revenues that are not susceptible to accrual include fees and miscellaneous revenues; such revenues are recorded only as received because they are not measurable until collected. Expenditures are generally recognized under the modified accrual basis of accounting when the related fund liability is incurred, except for principal and interest on general long-term debt and compensated absences that are recognized when due and payable. The City reports the following major governmental funds: Thegeneral fund is the primary operating fund of the City. It is used to account for all financial resources except those required to be accounted for in another fund. Theeconomic development special revenue fund accounts for development opportunities of the city. Sources of funds are derived from the administration of loans and an annual tax levy. Thearts center special revenue fund accounts for the activities of the Hopkins Center for the Arts. Sources of funds are derived from leases, ticket sales, admission fees, grants and donations. Thetax increment district super valu special revenue fund accounts for the activities of the Super Valu tax increment development district. Sources of funds are a tax increment levy. The2009B taxable housing improvement bonds of 1999B refunding bond debt service fund accounts for resources accumulated and payments made for principal and interest on long-term debt issued to pay for Westbrook Patio Home improvements. The owners of these town homes pay an annual fee, which in turn pays for the bond issue. The2015D general obligation tax increment revenue bonds debt service fund accounts for resources accumulated and payments made for principal and interest on long-term debt issued for the Cargill development project. Thepermanent improvement revolving capital projects fund accounts for resources and accumulated payments for street improvements funded with bonds and special assessments levied on benefited property. The City reports the following major proprietary funds: Thewater utility fund accounts for the operations of the City-owned water distribution system. The water bonds of 2009A, 2012B and 2013A are included as part of this fund since revenues of the water fund are pledged to pay principal and interest on this bond. Thesewer utility fund accounts for the operations of the City-owned sewer lift stations and disposal system. The sewer bonds of 2009A, 2012B and 2013A are included as part of this fund since revenues of the sewer fund are pledged to pay principal and interest on this bond. 50 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 Thestorm sewer utility fund accounts for the operations and improvements of the storm water drainage system. The storm water bond issues of 2009A, 2010B, 2012B and 2013A are included as part of this fund since revenues of the storm sewer fund are pledged to pay principal and interest on these bonds. Additionally, the City reports the following fund types: Governmental Funds Special Revenue Funds - Special revenue funds are used to account for the proceeds of specific revenue sources that are legally restricted or committed by Council to expenditures for specified purposes. Debt Service Funds - Debt service funds are used to account for the accumulation of resources for, and the payment of, general long-term debt principal, interest, and related costs. Capital Project Funds - Capital project funds are used to account for financial resources to be used for the acquisition or construction of major capital facilities and infrastructure, other than those financed by proprietary funds or special revenue funds. Proprietary Funds Enterprise Funds - Enterprise funds are used to account for operations that are financed and operated in a manner similar to private business enterprises, where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis, be financed or recovered primarily through user charges. Internal Service Funds – Internal service funds are used to account for the financing of goods and services provided by one department to other departments of the City on a cost-reimbursement basis. Internal service funds are used for equipment replacement, insurance deductions and employee benefits. As a general rule the effect of interfund activity has been eliminated from the government-wide financial statements, however interfund services provided and used are not eliminated in the process of consolidation. Amounts reported as program revenues include 1) charges to customers or applicants for goods, services, or privileges provided, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as 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 principal operating revenues of the City enterprise funds and internal service funds are charges to customers for sales and service. Operating expenses for enterprise funds and internal service funds include the cost of sales and services, administrative expenses and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as non-operating revenues and expenses. When both restricted and unrestricted resources are available for use, it is the City’s policy to use restricted resources first, and then use unrestricted resources as they are needed. D. CASH AND INVESTMENTS Cash balances from all funds are combined and invested to the extent available in authorized investments pursuant to Minnesota Statutes (see note 4). Earnings from such investments are allocated to the respective funds on the basis of applicable cash balance participation by each fund. Investments in certificates of deposit with a maturity date of less than one year at the date of purchase are reported at cost or amortized cost, which approximates fair value. Investments held longer than one year are reported at fair value, based on quoted market prices. 51 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 The City accounts for its cash, cash equivalents and investments in an entity-wide cash management pool, which is used essentially as a demand deposit account. For purposes of the statement of cash flows, the proprietary funds consider all investments to be cash equivalents. Restricted cash and investments are reported separately on the financial statement. E. INTERFUND RECEIVABLES/PAYABLES Activity between funds that is representative of lending/borrowing arrangements and transactions between funds that are outstanding at the end of the fiscal year are referred to “due to/from other funds” Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as “internal balances.” The non-current portion of due from other funds is offset by nonspendable fund balance in the general fund to indicate that this portion of fund balance is not available for appropriation and is not expendable available financial resources. F. INVENTORIES AND PREPAID ITEMS All inventories are accounted for using the consumption method and are valued at cost using the first-in/first-out (FIFO) method. Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government-wide and fund financial statements. Prepaid items are reported using the consumption method and recorded as expenditures/expenses at the time of consumption. G. CAPITAL ASSETS Capital assets, which include land, buildings, equipment and infrastructure assets (e.g., roads, bridges, curbs and gutters, streets and sidewalks, drainage systems, lighting systems, and similar items), are reported in the applicable governmental or business-type activities columns in the government-wide financial statements and the proprietary fund financial statements. The City defines capital assets as assets with an initial, individual cost of more than $5,000 and an estimated useful life in excess of three years. Such assets are recorded at historical cost. Donated capital assets are recorded at estimated fair market value at the date of donation. The cost of normal maintenance and repairs that do not add to the value of the asset or materially extend assets lives are not capitalized. Assets not being depreciated include land and construction in progress. Buildings, equipment, and infrastructure of the City and the HRA are depreciated using the straight-line method over the estimated useful lives as follows: Buildings 30 - 40 years Mains and Lines 40 - 50 years Streets 20 - 25 years Improvements 10 - 20 years Vehicles 3 - 30 years Equipment 3 - 20 years H. DEFERRED OUTFLOWS/INFLOWS OF RESOURCES In addition to assets, the statement of financial position will sometimes report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future period(s) and will not be recognized as an outflow of 52 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 resources (expense/expenditure) until then. The City has two items that qualify for reporting in this category. It is the deferred charge on refunding reported in the government-wide statement of net position and the deferred charge for pensions (see Pension section below for explanation). A deferred charge on refunding results from the difference in the carrying value of refunded debt and its reacquisition price. This amount is deferred and amortized over the shorter of the life of the refunded or refunding debt. In addition to liabilities, the statement of financial position will sometimes report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net position that applies to a future period(s) and will not be recognized as an inflow of resources (revenue) until that time. The City has one item item that qualifies for reporting in this category. It is the deferred charge for pensions (see Pension section below for explanation). The City also has one type of item, which arises under a modified accrual basis of accounting that qualifies for reporting in this category. Accordingly, the item, unavailable revenue, is reported only in the governmental funds balance sheet. The governmental funds report unavailable revenues from four sources: property taxes, special assessments, loans and grants. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. I. COMPENSATED ABSENCES The City compensates all employees upon termination for unused vacation or flex leave. Employees hired prior to August 1, 1998 may opt to have sick leave, at the rate of 8 hours for each calendar month of full-time service, instead of flex leave. Employees hired prior to August 1, 1998, that have not opted for flex leave, shall be entitled to severance pay, after completion of five years of continuous City employment. Severance pay is calculated by multiplying the total number of continuous years in the City employ and/or accumulated sick leave by the daily wage rate prevailing at date of severance, at one day per year of such employment, to a maximum of 20 days. Such severance money shall be paid in case of separation caused by death, eligible retirements, or medically attested disability preventing an employee from performing the major duties of the position or separation for non- disciplinary reasons. Accumulated vacation, flex and vested severance pay is reported as an expense and an accrued liability as the benefits accrue to employees in the government-wide and proprietary fund financial statements. A liability for these amounts is reported in the governmental funds only if benefits have matured as a result of employee resignations and retirements. The employee benefits internal service fund reports the governmental funds’ liability for compensated absences on the accrual basis. J. PENSIONS For purposes of measuring the net pension liability, deferred outflows/inflows of resources, and pension expense, information about the fiduciary net position of the Public Employees Retirement Association (PERA) and additions to/deductions from PERA's fiduciary net position have been determined on the same basis as they are reported by PERA except that PERA's fiscal year end is June 30. For this purpose, plan contributions are recognized as of employer payroll paid dates and benefit payments and refunds are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. For purposes of measuring the liability, deferred outflows of resources and deferred inflows of resources, and expense associated with the City's requirement to contribute to the Hopkins Fire Relief Association, information about the Plan's fiduciary net position and additions to/deductions from the Hopkins Fire Relief Association Plan's fiduciary net position have been determined on the same basis as they are reported by the Plan. For this purpose, benefit payments (including refunds of contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. 53 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 K. LONG-TERM OBLIGATIONS In the government-wide financial statements, and proprietary fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business-type activities, or proprietary fund type statement of net position. Bond premiums and discounts, amortized over the life of the bonds. Bonds payable are reported net of the applicable bond premium or discount. In the governmental fund financial statements bond premiums and discounts, as well as bond issuance costs are recognized 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. L. NET POSITION/FUND EQUITY Net position represents the difference between assets and liabilities in the government-wide financial statements. Net position invested in capital assets consists of capital assets net of accumulated depreciation, reduced by the outstanding balance of any long-term debt used to build or acquire the capital assets. Net position is reported as restricted in the government-wide financial statements when there are limitations imposed on their use through external restrictions imposed by creditors, grantors, laws or regulations of other governments. In the fund financial statements, governmental funds report fund balances in classifications that disclose constraints for which amounts in those funds can be spent. These classifications are as follows: Nonspendable – portions of fund balance related to prepaids, inventories, long-term receivables, and land held for resale. Restricted – funds are constrained by external parties (statute, grantors, bond agreements, etc.). Committed – fund constraints are established and modified by a resolution approved by the City Council. Assigned – consists of internally imposed constraints. These constraints are established by the City Council and/or management. The City Council also delegates the authority to assign fund balance to the Finance Director per City Legislative Policy 6-G, Fund Balance. Unassigned – is the residual classification for the General Fund and also reflects negative residual amounts in other funds. When an expenditure is incurred for purposes for which both restricted and unrestricted fund balance is available, it is the City’s policy to use restricted first, then unrestricted fund balance. When an expenditure is incurred for purposes for which committed, assigned, and unassigned amounts are available, it is the City’s policy to use committed first, then assigned, and finally unassigned amounts. The City formally adopted a fund balance policy for the General Fund. The policy establishes an unassigned fund of a minimum of 5 months or 42% of the previous year’s budgeted expenditures. 54 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 M. INTERFUND TRANSACTIONS Inter-fund services provided and used are accounted for as revenues and expenditures. Transactions that constitute reimbursements to a fund for expenditures initially made from it that are properly applicable to another fund are recorded as expenditures in the reimbursing fund and as reductions of expenditures in the fund that is reimbursed. All other interfund transactions are reported as transfers. N. PROPERTY TAXES Property tax levies are set by the City Council in December of each year, and are certified to Hennepin County (the County) for collection in the following year. In the State of Minnesota, counties act as collection agents for all property taxes. The County spreads all levies over assessable property. Such taxes become a lien on January 1 and are recorded as receivables by the City at that date. Real property taxes are payable by taxpayers in two equal installments, on May 15 and October 15. Personal property taxes are also payable by taxpayers in two equal installments, on February 28 and June 30. The County provides tax settlements to cities and other local governments three times a year, on or before January 25, July 5 and December 5. In the governmental fund financial statements property taxes are accrued and recognized as revenue for collections within 60 days of year-end. Taxes that remain unpaid at the County on December 31 are classified as delinquent taxes receivable, and are fully offset by deferred inflows of resources because they are not available to finance current expenditures. No allowance for uncollectible taxes has been provided because such amounts are not expected to be material. O. CONDUIT DEBT OBLIGATIONS From time to time, the City has issued Commercial Development Revenue Notes/Bonds in accordance with the Minnesota Municipal Industrial Development Act. These obligations are issued 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 obligations are secured by the property financed and are payable solely from payments received on the underlying mortgage loans. Upon repayment of the obligations, ownership of the acquired facilities transfers from the bond holder to the private-sector entity served by the debt issuance. Neither the City, the State, nor any political subdivision thereof is obligated in any manner for repayment of the obligations. Accordingly, the bonds are not reported as liabilities in the accompanying financial statements. As of December 31, 2015, there were 7 notes/bond issues outstanding, with an aggregate principal amount payable of approximately $31 million. P. USE OF ESTIMATES The preparation of financial statements in conformity with U.S. generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. 55 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 2. RECONCILIATION OF GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS A. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL FUND BALANCE SHEET AND THE GOVERNMENT-WIDE STATEMENT OF NET POSITION The governmental fund balance sheet includes a reconciliation between fund balance – total governmental funds and net position – governmental activities as reported in the government-wide statement of net position. One element of that reconciliation explains that long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds. Details of this difference are as follows: Bonds payable $ 39,914,855 Accrued interest payable 325,248 Net OPEB obligation 144,904 Net adjustment to reduce fund balance - total governmental funds to arrive at net position - governmental activities $ 40,385,007 B. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE AND THE GOVERNMENT- WIDE STATEMENT OF ACTIVITIES The governmental fund statement of revenues, expenditures, and changes in fund balances includes a reconciliation between net changes in fund balances – total governmental funds and change in net position of governmental activities as reported in the government-wide statement of activities. One element of that reconciliation explains, “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.” The details of this difference are as follows: Capital outlay $ 8,789,979 Depreciation expense (1,522,232) Net adjustment to increase net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities $ 7,267,747 Another element of that reconciliation explains that, “the issuance of long-term debt provides current financial resources to governmental funds, while the repayment of the principal of long-term debt uses financial resources of the governmental funds. Neither of these transactions has any effect on the net position. Also, governmental funds report the effect of premiums, discounts and similar items when debt is first issued, whereas these amounts are deferred and amortized in the statement of activities.” The details of these differences are as follows: Principal repayments $ (8,570,000) Issuance of general obligation bonds 18,735,000 Add premium 425,129 Less deferred loss on refunding debt (37,518) OPEB expense (39,636) Amortization of deferred losses on refunding 40,778 Amortization of bond premium and discount 13,332 Prior year interest expense (292,030) Accrue interest expense for current year 325,248 Net adjustment to decrease net changes in fund balances - total governmental funds to arrive at changes in net position of governmental activities 10,600,303 56 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 3. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY A. BUDGETS AND BUDGETARY ACCOUNTING Annual budgets are adopted on a basis consistent with U.S. generally accepted accounting principles for all governmental funds except the Section 8 and Hennepin County CDBG special revenue funds, the debt service funds and the capital projects funds, which are not budgeted. A capital improvement plan is reviewed annually by the City Council for the capital projects funds and utility funds. However, appropriations for major projects are not adopted until the actual bid award of the improvement. The appropriations are not reflected in the financial statements. All annual appropriations lapse at fiscal year-end. The City follows these procedures in establishing the budgetary data reflected in the financial statements and set forth in Section 7.04 of the City Charter. 1.The City Manager shall, at the first regular council meeting in September, submit to the Council a proposed budget and an explanatory budget message in a form and manner as prescribed by the City Charter. 2.The Council shall determine the plan and time of the public hearings on the budget to obtain taxpayer comments. 3.The Council shall adopt the tax levy by resolution no later than a December date, which is annually established by law for the county auditor to levy taxes. The budget shall set forth the total for each budgeted fund with such segregation as to objects and purposes of expenditures as the Council deems necessary for purposes of budget control. 4.The City Manager is authorized to transfer budgeted amounts between departments within any fund; however, any revisions that alter the total expenditures of any fund must be approved by the City Council and are limited to the amount revenues exceed the budgets or authorize the transfer of sums from unexpended balances to other purposes. Budgeted expenditure appropriations lapse at year-end. The level of legal control is at the fund level. 5.The Council made no supplemental budgetary appropriation throughout the year. B. EXCESS OF EXPENDITURES OVER APPROPRIATIONS For the year ended December 31, 2015, actual expenditures exceeded the budgeted amounts in the following funds: Economic Development $ 224,666 State Chemical Assessment Team 56,131 Real Estate Purchases and Sales 35 Parking 65,192 Depot Coffee House 29,485 Tax Increment District Entertainment District 10,427 5th Avenue Flats 2,209 Tax Increment Marketplace & Main 27,921 These over expenditures were funded by greater than anticipated revenues of the Economic Development, State Chemical Assessment Team, Parking, Depot Coffee House, and Tax Increment District Entertainment District funds, from fund balance in the State Chemical Assessment Team, and Real Estate Purchase & Sales funds, and by future revenues in the Arts Center, 5th Avenue Flats and Tax Increment District Marketplace & Main funds. 57 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 Budgets are adopted for some special revenue fund types but not all. Excluded from the budget adoption process are funds that are completely reimbursable from the federal and state governments. The Community Development Block Grant Funds is a non-budgeted fund. C. FUND BALANCE DEFICITS At December 31, 2015, the following funds had deficit fund balances or net position. These deficits will be funded through future tax levies, contributions, grants, charges for services or developer payments: Art Center $ 1,183,024 State Chemical Assessment 1,918 Depot Coffee House 10,780 Tax Increment District Entertainment District 22,002 Tax Increment District Sonoma 137,862 5th Avenue Flats 386,947 Tax Increment District Marketplace & Main 218,385 D. NET POSITION RESTRICTED BY ENABLING LEGISLATION The government-wide statement of net position reports $4,217,494 in restricted net position for economic development, of which $4,073,601 is restricted by enabling legislation. 4. DEPOSITS AND INVESTMENTS As of December 31, 2015 the City had the following deposits and investments: Investment Type Fair Value Government sponsored entities $ 495,152 Municipal obligations 5,498,980 Negotiable certificates of deposit 10,263,040 Money market 13,530,796 Deposits 434,480 Total fair value cash and investments $ 30,222,448 Interest rate risk – Interest rate risk is the risk that the fair value of investments will be adversely affected by a change in interest rates. In accordance with City of Hopkins Legislative Policy 6-B, Standards of Investments, the city manages its exposure to declines in fair values by structuring the investment portfolio so that securities mature to meet cash requirements for ongoing operations, thereby avoiding the need to sell securities on the open market prior to maturity. At December 31, 2015 the City had the following investment maturities: Investment Maturities (in Years) Fair Less No ValuethanOne1-5 6-10 Maturity Investment Type: Government sponsored entities FNMA $ 495,151 $ - $ 495,151 $ - $ - Municipal obligations 5,498,981 1,306,859 3,600,458 591,664 - Negotiable certificates of deposit 10,263,040 5,145,000 5,118,040 - - Repurchase agreement 13,530,796 - - - 13,530,796 Demand deposits 434,480 - - - 434,480 $ 30,222,448 $ 6,451,859 $ 9,213,649 $ 591,664 $ 13,965,276 58 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 Credit risk – Credit risk is the risk that an issuer or other counter party to an investment will not fulfill its obligations. Credit risk is measured using credit quality ratings of investments in debt securities as described by nationally recognized rating agencies such as Standard & Poor’s and Moody’s. According to the City’s investment policy commercial paper shall be restricted to issues, which mature in 270 days or less with a rating of A-1 (Moody’s), P-1 (Standard & Poor’s) or F-1 (Fitch) among at least two of the three rating agencies. The City is authorized by Minnesota Statutes to invest in the following: (a)Direct obligations or obligations guaranteed by the United States or its agencies (b)Shares of investment companies registered under the Federal Investment Company Act of 1940 and whose only investments are in securities described in (a) above (c)General obligations in the State of Minnesota or any of its municipalities (d)Bankers’ acceptances of United States banks eligible for purchase by the Federal Reserve System (e)Commercial paper issued by United States corporations or their Canadian subsidiaries, of the highest quality, and maturity in 270 days or less; and (f)Guaranteed investment contracts issued or guaranteed by United States commercial banks or domestic branches of foreign banks or United States insurance companies or their subsidiaries (g)Repurchase or reverse repurchase agreements with banks that are members of the Federal Reserve System with capitalization exceeding $10,000,000, a primary reporting dealer in U.S. Government securities to the Federal Reserve Bank of New York, or certain Minnesota securities broker-dealers. The following table lists the credit quality ratings per Moody’s and/or Standard and Poor’s and/or Fitch of the City’s investments at December 31, 2015. QualityRatings Fair Not Value AAA AA Rated Investment Type: Government securities FNMA $ 495,152 $ - $ 495,152 $ - Municipal obligations 5,498,980 1,754,867 3,744,113 - Negotiable certificates of deposit 10,263,040 - - 10,263,040 Repurchase agreement 13,530,796 - - 13,530,796 Demand deposits 434,480 - - 434,480 $ 30,222,448 $ 1,754,867 $ 4,239,265 $ 24,228,316 Custodial credit risk Deposits – For deposits, this is the risk that in the event of a bank failure, the City’s deposits may not be returned to it. Minnesota Statutes require that all City deposits be protected by insurance, surety bond, or collateral. The market value of collateral pledged must equal 110% of the deposits not covered by insurance or bonds. Authorized collateral includes the legal investments described above, as well as certain first mortgage notes, and certain other state or local government obligations. Minnesota Statutes require that securities pledged as collateral be held in safekeeping by the City treasurer or in a financial institution other than that furnishing the collateral. At December 31, 2014 the City had no deposits that were uninsured or uncollateralized. The deposits were insured or collateralized by securities held by the City’s agent in the City’s name. Investments – For an investment, this 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. All investments held by the City are insured or registered or are held by the City or its agent in the City’s name. The City has no investments that are uninsured or unregistered nor are any investments held by a counterparty or a counterparty's trust department or agent that is not in the city's name. 59 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 Concentration of credit risk – This is the risk associated with investing a significant portion of the City’s investments (considered 5% or more) in the securities of a single issuer, excluding U.S. explicitly guaranteed investments (Treasuries), investment pools, and mutual funds. As of December 31, 2015, the city had no investments exceeding 5% or more for a single issuer. 5. CAPITAL ASSETS Capital asset activities for the year ended December 31, 2015 were as follows: Beginning Ending Balance Increase Decreases Transfers Balance Governmental activities: Capital assets, not being depreciated Land $ 6,157,677 $ - $ - $ - $ 6,157,677 Construction in progress 3,897,070 8,602,064 (106,650) (3,974,368) 8,418,116 Total not being depreciated 10,054,747 8,602,064 (106,650) (3,974,368) 14,575,793 Capital assets, being depreciated Buildings 20,006,594 176,478 - 64,706 20,247,778 Other Improvements 38,341,781 - - 3,517,776 41,859,557 Vehicles 3,988,628 219,564 (174,944) - 4,033,248 Machinery & equipment 5,170,046 935,880 (86,632) 391,886 6,411,180 Total being depreciated 67,507,049 1,331,922 (261,576) 3,974,368 72,551,763 Less accumulated depreciation Buildings (6,168,019) (491,615) - - (6,659,634) Other Improvements (16,174,355) (975,008) - - (17,149,363) Vehicles (2,119,550) (247,932) 174,944 - (2,192,538) Machinery & equipment (3,785,371) (281,716) 86,632 - (3,980,455) Total accumulated depreciation (28,247,295) (1,996,271) 261,576 - (29,981,990) Total capital assets, being depreciated, net 39,259,754 (664,349) - 3,974,368 42,569,773 Governmental activities capital assets, net $ 49,314,501 $ 7,937,715 $ (106,650) $ - $ 57,145,566 (remainder of page left blank intentionally) 60 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 Beginning Ending Balance Increases Decreases Transfers Balance Business-type Activities: Capital assets, not being depreciated Land $ 254,299 $ - $ - $ $ 254,299 Construction in progress 2,785,338 1,235,851 (282,118) (2,289,692) 1,449,379 Total not being depreciated 3,039,637 1,235,851 (282,118) (2,289,692) 1,703,678 Capital assets, being depreciated Buildings 8,019,452 44,965 - 65,198 8,129,615 Infrastructure 19,141,910 - - - 19,141,910 Other Improvements 9,834,041 - - 2,224,494 12,058,535 Vehicles 754,107 232,515 - 36,739 1,023,361 Machinery & equipment 913,408 - - (36,739) 876,669 Total being depreciated 38,662,918 277,480 - 2,289,692 41,230,090 Less accumulated depreciation Buildings (4,606,537) (238,126) - - (4,844,663) Infrastructure (11,809,724) (401,334) - - (12,211,058) Other Improvements (1,834,604) (217,967) - - (2,052,571) Vehicles (493,357) (62,545) - - (555,902) Machinery & equipment (532,403) (35,683) - - (568,086) Total accumulated depreciation (19,276,625) (955,655) - - (20,232,280) Total capital assets, being depreciated, net 19,386,293 (678,175) - 2,289,692 20,997,810 Business-type activities capital assets, net $ 22,425,930 $ 557,676 $ (282,118) $ - $ 22,701,488 Depreciation expense was charged to City functions as follows: Governmental activities: General government $ 57,156 Public safety 207,345 Highways and streets 1,121,942 Urban redevelopment and housing - Culture and recreation 135,787 Capital assets held by the government's internal service funds are 474,041 charged to the various functions based on their usage of the assets Total depreciation expense - governmental activities $ 1,996,271 Business-type activities: Water $ 241,645 Sewer 174,758 Storm Sewer 230,152 Refuse 52,214 Pavilion/Ice arena 80,857 Housing and Redevelopment Authority 176,029 Total depreciation expense - business-type activities $ 955,655 61 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 Construction commitments The City has active construction projects as of December 31, 2054. The projects include street improvements. The City’s commitment with contractors related to these projects is $198,932. On October 15, 2013 the City Council entered into a 14 year maintenance agreement with SEH Design/Build, Inc. for inspection, maintenance, cleaning and painting of the city's two water towers. The contract commitment totals $1,529,400 and will be paid in annual installments beginning in 2014. 6. INTERFUND RECEIVABLES AND PAYABLES The following funds had amounts receivable from other funds, and the respective funds had equal amounts payable to other funds at December 31, 2015: Due from Other Funds Economic General Development Total Due to other funds: Non-major governmental $ 403,721 $ 555,090 $ 958,811 Arts Center 852,597 300,000 1,152,597 Permanent Improvement Revolving - - - Water 172,965 - 172,965 Non-major proprietary 39,408 - 39,408 Total due to other funds $ 1,468,691 $ 855,090 $ 2,323,781 The interfund receivables and payables are to eliminate negative cash between funds and to allow for development loans or to facilitate a project or operations of another fund. (remainder of page left blank intentionally) 62 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 7. INTERFUND TRANSFERS The following is a summary of transfers between funds as of December 31, 2015: Transfers in Permanent Art Economic Improvement Non-major Storm Center Development Revolving Governmental Water Sewer Sewer Total Transfers out: General $ - $ - $ - $ 10,000 $$ $ - $ 10,000 Economic Development - - - - - - Tax Increment District Super Valu - - - 231,910 231,910 Permanent Improvement Revolving - - - 308,840 496,274 297,004 605,843 1,707,961 Water - - - 100,300 100,300 Sewer - - - 105,300 - 105,300 Storm Sewer - - - 304,334 - 304,334 Non-major governmental 86,920 2,127 5,361,851 1,977,053 - 7,427,951 Non-major business- type - 25,000 - 25,000 Total transfers in $ 86,920 $ 2,127 $ 5,361,851 $ 3,062,737 $ 496,274 $ 297,004 $ 605,843 $ 9,912,756 Interfund transfers allow the City to allocate financial resources to debt service funds that are paying the general obligation debt. Non-routine transfers include the following: 1)Annual transfers from water, sewer, storm sewer and refuse funds for lease payments on new public works facility. 2)An annual transfer, from the non-major governmental Communication funds to the Art Center Fund totaling $86,920 to pay the original debt for building the facility. 3)Annual transfers from Tax Increment Special Revenue funds to Debt Service funds for debt payments. 4)Transfers from non-major governmental funds to Permanent Improvement Revolving for bond proceeds. 5)Transfer from the water, sewer and storm sewer funds to a non-major governmental Park Dedication fund of $340,000 for Cottageville Park improvements. 6)Transfer from the Permanent Improvement Revolving to a non-major governmental Park Dedication fund of $225,000 for Cottageville Park improvements. 7)Transfers from water, sewer and storm sewer to non-major governmental debt funds for bond payment contributions. 63 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 8. LEASES The city has entered into a lease agreement as a lessee for financing the acquisition of an aerial lift fire truck with a down payment of $445,427. The lease agreement qualifies as a capital lease for accounting purposes and, therefore, has been recorded at the present value of their future minimum lease payments as of the inception date. The asset acquired through the capital lease is as follows: Governmental Activities Asset: Machinery and equipment $ 870,427 Less: Accumulated depreciation (311,848) Total $ 558,579 The future minimum lease obligations and the net present value of these minimum lease payments as of December 31, 2014 are as follows: Governmental Year Ending December 31, Activities 2016 $ 54,217 2017 54,217 2018 54,217 Total minimum lease payments 162,651 Less: amount representing interest (13,035) Present value of minimum lease payments $ 149,616 9. LONG-TERM DEBT The City issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. General obligation bonds have been issued for governmental activities. General Obligation Bonds are backed by the full faith, credit and taxing power of the City, and are serviced by General and Tax Increment levies and also by fees assessed against benefited properties. These bonds generally are issued as 20-year serial bonds. Refunding On November 20, 2014 the City issued $6,345,000 General Obligation Refunding Bonds, Series 2014B for a refunding of $5,700,000 General Obligation Capital Improvement Bonds, Series 2007A and $645,000 of General Obligation Permanent Improvement Revolving Bonds, Series 2007B. Future combined debt service payments will be reduced by $691,761 with a present value savings of $651,072. The refunded bonds were called and paid on February 1, 2015. On November 24, 2015 the City issued $4,340,000 General Obligation Tax Increment Revenue Refunding Bonds, Series 2015C to refinance the 2008 HRA Tax Increment Bonds. Future debt service payments will be reduced by $1,512,822 with a present value savings of $1,653,200. The refunded bonds were paid on February 1, 2016. On December 22, 2015 the City issued $7,355,000 General Obligation Tax Increment Revenue Refunding Bonds, Series 2015D to refinance the 2007 HRA Tax Increment Bonds. Future debt service payments will be reduced by $2,286,264 with a present value savings of $2,684,264. The refunded bonds were paid on February 1, 2016. The 2007 and 2008 HRA Tax Increment Bonds were originally issued as Pay-As-You-Go Bonds by the developer which were backed by tax increment revenues received by the City. These developer issued bonds were not an obligation of the City and therefore were not recognized in the City’s financials. Therefore there is no economic gain or loss by the City. 64 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 General Obligation Bonds On May 28, 2015 the City issued $4,100,000 General Obligation Street Reconstruction Bonds, series 2015A for the 2015 street reconstruction project and $2,940,000 General Obligation Tax Abatement Bonds, Series 2015B for park projects and parking lot improvements. General obligation bonds currently outstanding are as follows: Interest Rates Original Amount Current Amount Purpose Governmental activities 0.35 – 5.00% 9,740,000 $ 9,055,000 Governmental activities – refunding 0.50 – 5.15% 24,215,000 21,550,000 Annual debt service requirements to maturity for general obligation bonds are as follows: Year Ending Governmental Activities December 31 Principal Interest 2016 $ 2,480,000 $ 619,496 2017 2,480,000 630,899 2018 2,540,000 577,323 2019 2,400,000 422,884 2020 2,465,000 467,793 2021-2025 9,725,000 1,587,958 2026-2030 7,145,000 671,114 2031-2035 1,180,000 104,080 2036 190,000 3,040 $ 30,605,000 $ 5,084,587 The City also has special assessment bonds, which are backed by the full faith, credit and taxing power of the City, and repayment monies are generated by the collection of special assessments and general levies. General obligation bonds currently outstanding are as follows: Purpose Interest Rates Original Amount Current Amount Street Improvements 0.50 – 4.25% 9,810,000 $ 8,660,000 Annual debt service requirements to maturity for special assessment bonds are as follows: Year Ending Governmental Activities December 31 Principal Interest 2016 $ 595,000 $ 194,703 2017 600,000 183,409 2018 620,000 171,428 2019 635,000 158,646 2020 645000 145,188 2021-2025 3,350,000 492,110 2026-2030 2,215,000 110,405 $ 8,660,000 $ 1,455,889 65 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 Revenue Bonds The City also issues bonds where the government pledges income derived from the acquired or constructed assets to pay debt service. Revenue bonds outstanding at year-end are as follows: Purpose Interest Rates Original Amount Current Amount Water construction & replacement 2.0 – 4.0% 820,000 585,000 Water construction & replacement 2.0 – 2.2% 760,000 640,000 Water construction & replacement 2.0 - 2.5% 860,000 810,000 Sanitary sewer construction & replacement 2.0 – 4.0% 1,020,000 730,000 Sanitary sewer construction & replacement 2.0 – 2.2% 170,000 140,000 Sanitary sewer construction & replacement 2.0 - 2.5% 490,000 460,000 Storm sewer – refunding 0.5 – 2.9% 875,000 610,000 Storm sewer construction & replacement 2.0 – 2.2% 320,000 270,000 Storm sewer construction & replacement 2.0 - 2.5% 380,000 360,000 Pavilion equipment certificates 2.0 – 2.0% 175,000 140,000 Revenue bond debt service requirements to maturity are as follows: Year Ending December 31 Principal Interest 2016 $ 380,000 $ 117,794 2017 385,000 108,969 2018 395,000 99,494 2019 405,000 89,563 2020 410,000 78,951 2021-2025 1,980,000 222,463 2026-2029 790,000 34,385 $ 4,745,000 $ 751,619 The City is subject to a statutory limit of bonded indebtedness equaling 3.0 percent of taxable market value. At December 31, 2015, the debt limit for the City is $48,167,756. Of the total debt, $15,400,000 of general obligation and revenue bonds is applicable to the limit. The legal debt margin is $32,767,756. 66 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 Changes in Long-Term Liabilities Long-term liability activity for the year ended December 31, 2015, was as follows: Beginning Ending Due Within Balance Additions Deductions Balance One Year Governmental Activities: Bonds payable: G.O. tax increment bonds $ 4,120,000 $ 11,695,000 $ 610,000 $ 15,205,000 $ 1,370,000 General obligation bonds 14,965,000 7,040,000 6,605,000 15,400,000 1,110,000 Total general obligation bonds 19,085,000 18,735,000 7,215,000 30,605,000 2,480,000 Special assessment bonds 10,015,000 - 1,355,000 8,660,000 595,000 Less deferred amounts For issuance discounts (95,338) - 46,910 (48,428) - For issuance premiums 306,732 425,128 33,577 698,283 - Total bonds payable 29,311,394 19,160,128 8,650,487 39,914,855 3,075,000 Compensated absences 836,441 905,264 936,041 805,664 805,664 Net OPEB liability 184,540 163,184 202,820 144,904 - Net pension liability - 6,518,754 - 6,518,754 - Governmental activity long-term liabilities $ 30,332,375 $ 26,747,330 $ 9,789,348 $ 47,384,177 $ 3,880,664 Business-type activities: Bonds payable: Revenue bonds $ 5,420,000 $ -$ 675,000 $ 4,745,000 $ 380,000 Less deferred amounts For issuance discounts (5,793) - 717 (5,076) - For issuance premiums 73,795 - (6,087) 67,708 - Total bonds payable 5,488,002 - 669,630 4,807,632 380,000 Compensated absences 172,861 9,071 97,995 83,937 81,713 Net OPEB liability 38,115 37,979 42,360 33,734 - Net pension liability - 844,388 - 844,388 22,458 Capital lease payable 194,868 - 45,252 149,616 Business-type activity long-term liabilities $ 5,893,846 $ 891,438 $ 855,237 $ 5,919,307 $ 484,171 For the governmental activities, compensated absences and the net OPEB liability are generally liquidated by the general and special revenue funds. (remainder of page left blank intentionally) 67 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 10. FUND BALANCES At December 31, 2015, the City had various fund balances through legal restriction and City Council authorization. Major fund balance appropriations at December 31, 2015 are shown on the various balance sheets as segregations of the fund balance. The fund balances are as follows: Total Nonspendable Restricted Committed Assigned Unassigned General Fund $ 5,439,799 $ - $ - $ - $ - $ 5,439,799 Inventories 102,124 102,124 - - - - Prepaid items 124,988 124,988 - - - - Community development 340,189 - - - 340,189 - Total General Fund 6,007,100 227,112 - - 340,189 5,439,799 Economic Development Facade Grant 100,000 - 100,000 - - - Economic Development 4,285,982 - - 4,285,982 - - Total Economic Development Fund 4,385,982 - 100,000 4,285,982 - - Arts Center Prepaid items 68 68 - - - - Deficit Fund Balance (1,183,024) - - - - (1,183,024) Total Arts Center Fund (1,182,956) 68 - - - (1,183,024) Tax Increment District Super Valu Property held for resale 321,719 321,719 Tax Increment 3,190,011 3,190,011 Total Tax Increment District Super Valu 3,511,730 - 3,511,730 - - - Housing Improvement Bonds of 1999B Refunding Bonds of 2009B Debt service 694,722 - 694,722 - - - 2015D G.O. TI Revenue Bonds Debt service 7,454,556 - 7,454,556 - - - Permanent Improvement Revolving Capital asset replacement 442,413 - - - 442,413 - Nonmajor Governmental Funds Prepaid items 136 136 - - - - Rehab loans 43,893 - 43,893 - - - Debt service 4,095,157 - 4,095,157 - - - Tax increment 561,871 - 561,871 - - - Park improvements 258,547 - 258,547 - - - Economic development - - - - - Parking improvements 63,744 - - 63,744 - - Communications 532,883 - - 532,883 - - Capital asset replacement 806,826 - - - 806,826 - Deficit fund balance (777,894) - - - - (777,894) Total Nonmajor Funds 5,585,163 136 4,959,468 596,627 806,826 (777,894) Total Fund Balances $ 26,898,710 $ 227,316 $ 16,720,476 $ 4,882,609 $ 1,589,428 $ 3,478,881 68 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 11. PENSION PLAN OBLIGATIONS 1. Defined Benefit Pension Plans - Statewide A. Plan Description The City participates in the following cost-sharing multiple-employer defined benefit pension plans administered by the Public Employees Retirement Association of Minnesota (PERA). PERA’s defined benefit pension plans are established and administered in accordance with Minnesota Statutes, Chapters 353 and 356. PERA’s defined benefit pension plans are tax qualified plans under Section 401 (a) of the Internal Revenue Code. 1. General Employees Retirement Fund (GERF) All full-time and certain part-time employees of the City are covered by the General Employees Retirement Fund (GERF). GERF members belong to either the Coordinated Plan or the Basic Plan. Coordinated Plan members are covered by Social Security and Basic Plan members are not. The Basic Plan was closed to new members in 1967. All new members must participate in the Coordinated Plan. 2. Public Employees Police and Fire Fund (PEPFF) The PEPFF, originally established for police officers and firefighters not covered by a local relief association, now covers all police officers and firefighters hired since 1980. Effective July 1, 1999, the PEPFF also covers police officers and firefighters belonging to a local relief association that elected to merge with and transfer assets and administration to PERA. Benefits Provided PERA provides retirement, disability, and death benefits. Benefit provisions are established by state statute and can only be modified by the state legislature. Benefit increases are provided to benefit recipients each January. Increases are related to the funding ratio of the plan. Members in plans that are at least 90 percent funded for two consecutive years are given 2.5% increases. Members in plans that have not exceeded 90% funded, or have fallen below 80%, are given 1% increases. The benefit provisions stated in the following paragraphs of this section are current provisions and apply to active plan participants. Vested, terminated employees who are entitled to benefits but are not receiving them yet are bound by the provisions in effect at the time they last terminated their public service. 1.GERF Benefits Benefits are based on a member’s highest average salary for any five successive years of allowable service, age, and years of credit at termination of service. Two methods are used to compute benefits for PERA's Coordinated and Basic Plan members. The retiring member receives the higher of a step-rate benefit accrual formula (Method 1) or a level accrual formula (Method 2). Under Method 1, the annuity accrual rate for a Basic Plan member is 2.2% of average salary for each of the first ten years of service and 2.7% for each remaining year. The annuity accrual rate for a Coordinated Plan member is 1.2 percent of average salary for each of the first ten years and 1.7% for each remaining year. Under Method 2, the annuity accrual rate is 2.7% of average salary for Basic Plan members and 1.7% for Coordinated Plan members for each year of service. For members hired prior to July 1, 1989, a full annuity is available when age plus years of service equal 90 and normal retirement age is 65. For members hired on or after July 1, 1989, normal retirement age is the age for unreduced Social Security benefits capped at 66. Disability benefits are available for vested members and are based upon years of service and average high-five salary. 69 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 2. PEPFF Benefits Benefits for the PEPFF members first hired after June 30, 2010, but before July 1, 2014, vest on a prorated basis from 50% after five years up to 100% after ten years of credited service. Benefits for PEPFF members first hired after June 30, 2014, vest on a prorated basis from 50% after ten years up to 100% after twenty years of credited service. The annuity accrual rate is 3% of average salary for each year of service. For PEPFF who were first hired prior to July 1, 1989, a full annuity is available when age plus years of service equal at least 90. B. Contributions Minnesota Statutes Chapter 353 sets the rates for employer and employee contributions. Contribution rates can only be modified by the state legislature. 1. GERF Contributions Basic Plan members and Coordinated Plan members were required to contribute 9.1% and 6.50%, respectively, of their annual covered salary in calendar year 2015. The City was required to contribute 11.78% of pay for Basic Plan members and 7.50% for Coordinated Plan members in calendar year 2015. The City’s contributions to the GERF for the year ended December 31, 2015, were $343,161. The City’s contributions were equal to the required contributions as set by state statute. 2. PEPFF Contributions Plan members were required to contribute 10.8% of their annual covered salary in calendar year 2015. The City was required to contribute 16.20% of pay for PEPFF members in calendar year 2015. The City’s contributions to the PEPFF for the year ended December 31, 2015, were $423,942. The City’s contributions were equal to the required contributions as set by state statute. C. Pension Costs 1. GERF Pension Costs At December 31, 2015, the City reported a liability of $4,306,673 for its proportionate share of the GERF’s net pension liability. The net pension liability was measured as of June 30, 2015, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The City’s proportion of the net pension liability was based on the City’s contributions received by PERA during the measurement period for employer payroll paid dates from July 1, 2014, through June 30, 2015, relative to the total employer contributions received from all of PERA’s participating employers. At June 30, 2015, the City’s proportion was .0831%, which was a decrease of .0058% from its proportion measured as of June 30, 2014. For the year ended December 31, 2015, the City recognized pension expense of $505,955 for its proportionate share of the GERF’s pension expense. 70 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS, (CONT.) December 31, 2015 At December 31, 2015, the City reported its proportionate share of the GERF’s deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Description Outflows of Inflows of Resources Resources Differences between expected and actual economic $ -$ 217,130 experience Changes of assumptions Net difference between projected and actual earnings on 407,693 - pension plan investments Changes in proportion and differences between city - 204,341 contributions and proportionate share of contributions City contributions subsequent to the measurement date 172,861 - Total $ 580,554 $ 421,471 A total of $172,861 reported as deferred outflows of resources related to pensions resulting from City contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2016. Other amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as follows: Year Ended June 30 2016 (38,567) 2017 (38,567) 2018 (38,567) 2019 101,923 2020 - Thereafter - 2. PEPFF Pension Costs At December 31, 2015, the City reported a liability of $3,056,469 for its proportionate share of the PEPFF’s net pension liability. The net pension liability was measured as of June 30, 2015, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The City’s proportion of the net pension liability was based on the City’s contributions received by PERA during the measurement period for employer payroll paid dates from July 1, 2014, through June 30, 2015, relative to the total employer contributions received from all of PERA’s participating employers. At June 30, 2015, the City’s proportion was .269%, which was a decrease of .001% from its proportion measured as of June 30, 2014. For the year ended December 31, 2015, the City recognized pension expense of $524,902 for its proportionate share of the PEPFF’s pension expense. The City also recognized $24,210 for the year ended December 31, 2015, as pension expense (and grant revenue) for its proportionate share of the State of Minnesota’s on-behalf contributions to the PEPFF. Legislation passed in 2013 required the State of Minnesota to begin contributing $9 million to the PEPFF each year, starting in fiscal year 2014. 71 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS, (CONT.) December 31, 2015 At December 31, 2015, the City reported its proportionate share of the PEPFF’s deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Description Outflows of Inflows of Resources Resources Differences between expected and actual economic $ -$ 495,659 experience Changes of assumptions Net difference between projected and actual earnings on 532,539 - pension plan investments Changes in proportion and differences between city - 9,000 contributions and proportionate share of contributions City contributions subsequent to the measurement date 217,542 - Total $ 750,081 $ 504,659 A total of $217,542 reported as deferred outflows of resources related to pensions resulting from City contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2016. Other amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as follows: Year Ended June 30 2016 32,203 2017 32,203 2018 32,203 2019 32,203 2020 (100,932) Thereafter - D. Actuarial Assumptions The total pension liability in the June 30, 2015, actuarial valuation was determined using the following actuarial assumptions: Inflation 2.75% per year Active Member Payroll Growth 3.50% per year Investment Rate of Return 7.90% Salary increases were based on a service-related table. Mortality rates for active members, retirees, survivors and disabilitants were based on RP-2000 tables for males or females, as appropriate, with slight adjustments. Benefit increases for retirees are assumed to be 1% effective every January 1st through 2026 and 2.5% thereafter. Actuarial assumptions used in the June 30, 2015, valuation were based on the results of actuarial experience studies. The experience study in the GERF was for the period July 1, 2004, through June 30, 2008, with an update of economic assumptions in 2014. Experience studies have not been prepared for PERA’s other plans, but assumptions are reviewed annually. There were no changes in actuarial assumptions in 2015. The long-term expected rate of return on pension plan investments is 7.9%. The State Board of Investment, which manages the investments of PERA, prepares an analysis of the reasonableness of the long-term expected rate of return on a regular basis using a building-block method in which best-estimate ranges of expected future rates of return are 72 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 developed for each major asset class. These ranges are combined to produce an expected long-term rate of return by weighting the expected future rates of return by the target asset allocation percentages. The target allocation and best estimates of arithmetic real rates of return for each major asset class are summarized in the following table: Asset Class Target Allocation Long-Term Expected Real Rate of Return Domestic Stocks 45% 5.50% International Stocks 15% 6.00% Bonds 18% 1.45% Alternative Assets 20% 6.40% Cash 2% 0.50% E. Discount Rate The discount rate used to measure the total pension liability was 7.9%. The projection of cash flows used to determine the discount rate assumed that employee and employer contributions will be made at the rate specified in statute. Based on that assumption, each of the pension plan’s fiduciary net position was projected to be available to make all projected future benefit payments of current active and inactive employees. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. F. Pension Liability Sensitivity The following presents the City’s proportionate share of the net pension liability for all plans it participates in, calculated using the discount rate disclosed in the preceding paragraph, as well as what the City’s proportionate share of the net pension liability would be if it were calculated using a discount rate 1 percentage point lower or 1 percentage point higher than the current discount rate: 1% Decrease in 1% Increase Discount Rate Discount Rate in Discount Description(6.9%)(7.9%)Rate (8.9%) City's Proportionate Share of the GERF Net Pension Liability:$ 6,771,621$ 4,306,673$ 2,271,005 City's Proportionate Share of the PEPFF Net Pension Liability: 5,957,091 3,056,469 660,051 G. Pension Plan Fiduciary Net Position Detailed information about each pension plan’s fiduciary net position is available in a separately-issued PERA financial report that includes financial statements and required supplementary information. That report may be obtained on the Internet at www.mnpera.org; by writing to PERA at 60 Empire Drive #200, St. Paul, Minnesota, 55103-2088; or by calling (651) 296-7460 or 1-800-652-9026. 73 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 2. Hopkins Fire Relief Association (HFRA) A. Plan Description Firefighters of the City of Hopkins are members of the Hopkins Fire Department Relief Association. The Association is the administrator of the single-employer defined benefit pension plan available to firefighters. The plan was established in 1909 and is administered pursuant to Minnesota Statutes Chapter 69, Chapter 424A, and the Association’s by-laws. It is governed by a Board of Trustees made up of six members elected by the members of the Association for three year terms, and the Mayor, City Clerk and Fire Chief, who serve as ex-officio voting members of the Board of Trustees. As of December 31, 2014, membership includes 40 active participants and 18 vested terminated employees entitled to benefit but not yet receiving them. The Association issues a publically available financial report that includes financial statements and required supplementary information of the Hopkins Fire Relief Association. That report may be obtained by writing to the Hopkins Fire Relief Association, 1010 First St S, Hopkins, MN 55343. For financial reporting purposes, the Association’s financial statements are not included with the City financial statements because the Association is not a component unit of the City. The Association does not have any component units. B. Benefits Provided The Association operates under a defined benefit plan. The pension liability is calculated by the number of active service years multiplied by a set benefit level. The Association’s current level is at $6,100 per active year. According to the bylaws of the Association and pursuant to Minnesota statute 424A.02, subdivisions 2 and 4, members who retire with less than 20 years of service and have reached the age of 50 years and have completed at least ten years of active membership are entitled to a reduced service pension not to exceed the amount calculated by multiplying the member’s service pension for the completed years of service times the applicable non-forfeitable percentage of pension. The defined retirement benefits are based on members’ years of service. Vesting begins after the 10th year of service with a 60% benefit increasing by 4% per year to 100% after the 20th year of service. If a member of the Association shall become totally and permanently disabled, with a service related disability (injured in the line of duty) to the extent that a physician or surgeon acceptable to the Board shall certify that such disability will permanently prevent said member from performing said member’s duties in the Department, the Association shall pay to such member the sum of the current pension amount for each year and fractions of a year that the member has served as an active member of the Department, without regard to minimum or partial vesting requirements. If a member who has received such a disability pension should subsequently recover and return to active duty in the Department, any amount paid to said member as a disability pension shall be deducted from said member’s service pension. Upon the death of any member of the Association who is in good standing at the time of said member’s death, the Association shall pay to the surviving spouse, if any, and if there is no surviving spouse, to child or children, if any, and if no child or children survive, to the estate of such deceased member, the credited sum of said member’s pension. C. Contributions Minnesota Statues Chapter 424A.093 specifies minimum support rates required on an annual basis. The significant actuarial assumptions used to compute the municipal support are the same as those used to compute the accrued pension liability. The association is comprised of volunteers; therefore, there are no payroll expenditures (i.e. there are no covered payroll percentage calculations). The minimum contribution from the City of Hopkins and state aid is determined as follows: 74 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 Normal Cost for the Next Year +Amortization of Unfunded Actuarial Liability as Reported in the Latest Actuarial Valuation +Administrative Expenses for the Prior Year Multiplied by a Factor of 1.035 -Anticipated State Aid (Not to Exceed the Fire Aid Received in the Prior Year Multiplied by a Factor of 1.035) -Anticipated Contributions Required by the Association Bylaws from Active Members of the Association =Minimum Municipal Obligation The Plan is funded in part by fire state aid and, if necessary, City contributions. The State of Minnesota distributed to the City $94,308 in fire state aid paid by the City to the Relief Association for the year ended December 31, 2014. Required employer contributions are calculated annually based on statutory provisions. The City’s statutorily- required contribution to the plan for the year ended December 31, 2014 was $32,166. D. Pension Costs At December 31, 2015, the City reported an asset of $688,067 for the Association’s net pension asset. The net pension asset was measured as of December 31, 2014, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. As a result of its requirement to contribute to the Relief Association, the City reduced expense by $43,568 for the year ended December 31, 2015. At December 31, 2015, the City reported deferred outflows of resources and deferred inflows of resources from the following sources: Deferred Deferred Description Outflows of Inflows of Resources Resources Differences between expected and actual economic $ -$ - experience Changes of assumptions Net difference between projected and actual earnings on 102,277 - pension plan investments City contributions subsequent to the measurement date 36,889 - Total $ 139,166 $ - 75 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 The City contributions to the Association subsequent to the measurement date of $36,889, reported as deferred outflows of resources, will be recognized as a reduction of the net pension liability in the year ended December 31, 2016. Other amounts reported as deferred outflows and inflows of resources related to the Association’s pension will be recognized in pension expense as follows: Pension Expense Year Ended December 31 Amount 2016 25,569 2017 25,569 2018 25,569 2019 25,570 2020 - Thereafter - E. Actuarial Assumptions The actuarial total pension liability was determined as of December 31, 2014, using the following actuarial assumptions, applied to all periods included in the measurement: ASSUMPTIONS FROM ACTUARIAL REPORT Valuation Date12/31/14 Actuarial Cost MethodEntry Age Normal Amortization MethodLevel Dollar Closed Actuarial Assumptions: Discount Rate 7.50% Investment Rate of Return7.50% 20-Year Municipal Bond Yield4.00% Age of Service RetirementAge 50 MortalityN/A DisabilityNone WithdrawalNone Percent MarriedN/A Age DifferenceN/A Form of PaymentLump Sum The long-term expected rate of return on pension plan investments was determined using a building-block method in which best-estimates of expected future real rates of return (expected returns, net of pension plan investment expense and inflation) are developed for each major asset class. These asset class estimates are combined to produce the portfolio long-term expected rate of return by weighting the expected future real rates of return by weighting the expected future real rates of return by the current asset allocation percentage (or target allocation, if available) and by adding expected inflation. The best-estimate of expected future real rates of return were developed by aggregating data from several published capital market assumption surveys and deriving a single best-estimate based on the average survey values. These capital market assumptions reflect both historical market experience as well as diverse views regarding anticipated future returns. The expected inflation assumption was developed based on an analysis of historical experience blended 76 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS, (CONT.) December 31, 2015 with forward-looking expectations available in market data. Best estimates of geometric real and nominal rates of return for each major asset class included in the pension plan's asset allocation as of December 31, 2015 are summarized in the following table: Allocation at Long-Term December 31, Expected Expected Nominal Asset Class 2014 Portfolio Weight Rate of Return Cash 48.38%43.00%8.00% Fixed Income 49.81%42.00%4.00% Domestic Equity 0.00%5.00%6.50% International Equity 1.81%10.00%6.00% Total Portfolio 100.00%100.00%6.00% F. Discount Rate The discount rate used to measure the total pension liability was 7.50%. Assets were projected using expected benefit payments and expected asset returns. Expected benefit payments were discounted by year using expected assets return assumption for years in which the assets were sufficient to pay all benefit payments. Any remaining benefit payments after the trust fund is exhausted are discounted at the municipal bond rate of return. The equivalent single rate is the discount rate. Based on those assumptions, the pension plan's fiduciary net position was projected to be available to make all projected future benefit payments of current plan members. G. Pension Liability Sensitivity The following presents the City of Eden Prairies proportionate share of the net pension liability of the Association, calculated using the discount rate of 7.50%, as well as what the Association’s net pension liability would be if it were calculated using a discount rate that is one percentage point lower (6.50%) or one percentage point higher (8.50%) than the current rate: Selected 1% DecreaseDiscount Rate1% Increase Net Pension Liability (Asset)(591,685)$ (688,067)$ (773,359)$ Discount Rate6.50%7.50%8.50% (remainder of page left blank intentionally) 77 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 H. Plan’s Fiduciary Net Position Detailed information about the Plan’s fiduciary’s net position is available in a separately-issued report. That report may be obtained by writing to the Hopkins Fire Relief Association, 1010 First St S, Hopkins, MN 55343. 78 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 12. OTHER POST EMPLOYMENT BENEFIT PLAN At December 31, 2008, the City adopted Governmental Accounting Standards Board (GASB) Statement No. 45, Accounting and Financial Reporting by Employers for Postemployment Benefits Other than Pensions. The City engaged an actuary to determine the City’s liability for postemployment healthcare benefits other than pensions as of January 1, 2013, for this single employer defined benefit OPEB plan. 1. Plan Description The City, a single-employer postemployment benefit plan, provides benefits for retirees as required by Minnesota Statute §471.61 subdivision 2b. Active employees, who were hired prior to July 1, 1993 and have been with the City for at least ten years and are either (1) age 60 years or older or (2) eligible for full PERA retirement benefits. Employees retiring by June 30, 2007 will receive full single health and life insurance coverage until age 65; employees retiring between July 1, 2007 and December 31, 2009 will receive $500 per month towards the cost of single health and life insurance until age 65; and employees retiring after December 31, 2009 will receive $15 per month times years of service (maximum of $500 per month) towards the cost of single health and life insurance until age 65. Currently 16 employees meet those eligibility requirements. As of December 31, 2015 there were approximately 91 active participants and 17 retired participants receiving benefits from the City’s health plans. 2. Funding Policy The City funds its OPEB obligation on a pay as you go basis. For fiscal year 2015, the City contributed $245,180 to the plan. The City's OPEB pension obligation is funded by the General and Enterprise Funds. 3. Annual OPEB Cost and Net OPEB Obligation The City’s annual other postemployment benefit (OPEB) cost (expense) is calculated based on the annual required contribution (ARC), an amount actuarially determined in accordance with the parameters of GASB Statement 45. The ARC represents a level of funding that, if paid on an ongoing basis, is projected to cover normal cost each year and amortize any un-funded actuarial liabilities over a period not to exceed thirty years. The following table shows the components of the City’s annual OPEB cost for the year, the amount actually paid from the plan, and changes in the City’s net OPEB obligation. Annual Required Contribution $ 204,517 Interest on Net OPEB Obligation 10,019 Adjustment to Annual Required Contribution (13,372) Annual OPEB Cost (Expense) 201,164 Contributions Made (245,180) Increase in Net OPEB Obligation (44,016) Net OPEB Obligation - Beginning of Year 222,655 Net OPEB Obligation - End of Year $ 178,639 79 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 The City’s annual OPEB cost, the percentage of the annual OPEB cost contributed to the plan, and the net OPEB obligation for 2015: Percentage Fiscal Annual of Annual Net Year OPEB OPEB Cost OPEB Ended Cost Contributed Obligation 12/31/2013 $ 201,090 85.1 %$ 229,026 12/31/2014 200,416 103.2 % 222,653 12/31/2015 201,164 121.9 % 178,639 4. Funded Status and Funding Progress As of January 1, 2013, the most recent actuarial valuation date, the City’s unfunded actuarial accrued liability (UAAL) was $2,029,907. The annual payroll for active employees covered by the plan in the actuarial valuation was $6,583,173 for a ratio of UAAL to covered payroll of 30.83%. Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, mortality, and healthcare cost trends. Amounts determined regarding the funded status of the plan and the annual required contributions of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. The schedule of funding progress, presented as required supplementary information following the notes to the financial statements, presents multiyear trend information about whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liabilities for benefits. 5. Actuarial Methods and Assumptions Projections of benefits for financial reporting purposes are based on the substantive plan (the plan as understood by the employer and plan members) and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the employer and plan members to that point. The actuarial methods and assumptions used include techniques that are designed to reduce the effects of short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long-term perspective of the calculations. In the January 1, 2013 actuarial valuation, the projected unit credit actuarial cost method was used. The actuarial assumptions included a 4.5% investment rate of return (net of administrative expenses), which is a blended rate of the expected long-term investment returns on plan assets and on the employer’s own investments calculated based on the funded level of the plan at the valuation date. The initial healthcare trend rate was 7.5%, reduced by decrements to an ultimate rate of 5% after six years. Both rates include a 2.5% inflation assumption. The UAAL is being amortized over 30 years (2013 - 2037) as a level percentage of projected payrolls on an closed basis. 13. REHABILITATION LOANS RECEIVABLE The City makes rehabilitation loans to residential and commercial entities within the City. Residential loans are made for 20 year periods at 3% interest. A mortgage against the property improved is required and City staff is responsible to follow-up any delinquent accounts. Loan repayments are made to Matrix Financial Services, a loan service bureau, which charges a fee of $5.95 per month per loan. Principal and interest are forwarded to the City monthly with loan collection and loan status reports. Rehabilitation loan activity is a function of the Economic Development Fund, and the Hennepin County CDBG Funds. Loans become due in full upon sale of property. Rehabilitation loans receivable amounted to $ 43,893 at December 31, 2015 and are recorded in the Hennepin County CDBG non-major special revenue funds. 80 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 14. CLAIMS AND LITIGATION The City had the usual and customary types of miscellaneous claims pending at year-end, which are of a minor nature and usually all covered by insurance carried for that purpose. The City carries a $1,000,000 Public Official Liability Insurance policy with public entity and employee endorsement. 15. RISK MANAGEMENT The City is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters. The City participates in a public entity risk pool to mitigate its exposure to these risks. Workers compensation and property and liability coverage are provided through a pooled self-insurance plan with other cities. Settled claims have not exceeded insurance coverage in any of the past three fiscal years and no significant reductions in coverage from the prior year. The City pays an annual premium based on prior claims history for its workers compensation coverage. The public entity risk pool is responsible for the payment of all associated claims. The City has a $20,000 deductible per occurrence with a maximum per year out of pocket of $40,000, for its property and liability coverage. The public entity risk pool is responsible for all losses in excess of $20,000 per occurrence and all losses occurring after the $40,000 maximum City out of pocket costs. (remainder of page left blank intentionally) 81 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 16. PRIOR PERIOD ADJUSTMENT During the fiscal year ended December 31, 2015, the City adopted GASB Statement No. 68, Accounting and Financial Reporting for Pensions and the related Statement No. 71. As a result, the City’s net position as of December 31, 2014 has been restated to reflect the recognition of the City’s proportionate share of the Public Employees’ Retirement Association of Minnesota General Employees’ Retirement Fund (GERF) and Public Employees’ Police and Fire Fund’s (PEPFF) net pension liability and related deferred inflows and outflows of resources as well as the Hopkins Fire Relief Association’s net pension asset and related deferred inflows and outflows of resources. Governmental Business-Type ActivitiesActivitiesWaterSewer Net Position, December 31, 2014, as Previously Reported$50,142,412 $18,892,140 $3,811,086 $3,212,016 Cumulative Affect of Application of GASB 68, Net Pension Liability(6,273,405) (818,783) (295,496) (162,730) Cumulative Affect of Application of GASB 68, Net Pension Asset714,610 - - - Cumulative Affect of Application of GASB 71, Deferred Outflow of Resources for City Contributions Made to the Plan During Fiscal Year Ending December 31, 2014 389,985 37,223 13,434 7,398 Net Position, December 31, 2014, as Restated $44,973,602$18,110,580 $3,529,024 $3,056,684 Non-major Funds Storm SewerRefusePavilionTotal Net Position, December 31, 2014, as Previously Reported$6,603,658 $1,325,440 $2,054,142 $69,034,552 Cumulative Affect of Application of GASB 68, Net Pension Liability (35,146) (166,325)(159,086)(7,092,188) Cumulative Affect of Application of GASB 68, Net Pension Asset - - - 7 14,610 Cumulative Affect of Application of GASB 71, Deferred Outflow of Resources for City Contributions Made to the Plan During Fiscal Year Ending December 31, 2014 1,598 7,561 7,232 427,208 Net Position, December 31, 2014, as Restated $6,570,110$1,166,676 $1,902,288 $63,084,182 82 City of Hopkins, Minnesota NOTES TO FINANCIAL STATEMENTS (CONT.) December 31, 2015 17. SUBSEQUENT EVENT At the May 17, 2016 meeting, the City Council approved issuance and sale of $4,480,000 General Obligation Improvement Bonds, Series 2016A and $1,630,000 General Obligation Tax Abatement Bonds, Series 2016B. Proceeds from the 2016A bonds will be used for the City’s 2016 road construction project and proceeds from the 2016B bonds will be used for various park improvements and improvements to the City owned parking ramp. Both issuances were offered for sale on June 21, 2016. 83 84 City of Hopkins, Minnesota REQUIRED SUPPLEMENTARY INFORMATION December 31, 2015 1. OTHER POSTEMPLOYMENT BENEFITS PLAN Schedule of Funding Progress: Actuarial UAAL as a Actuarial Accrued Percentage Actuarial Value of Liability Unfunded Funded Covered of Covered Valuation Assets (AAL) AAL Ratio Payroll Payroll Date (a) (b) (b-a) (a/b) (c) ((b-a)/c) 01/01/07 $ - $ 2,297,909 $ 2,297,909 -$ 5,621,587 41 % 01/01/10 - 2,145,617 2,145,617 - 6,244,081 34 % 01/01/13 - 2,029,907 2,029,907 - 6,583,173 31 % 2. SCHEDULE OF PROPORTIONATE SHARE OF NET PENSION LIABILITY PUBLIC EMPLOYEES GENERAL EMPLOYEES RETIREMENT FUND Last Ten Years* PERA - General Employees Retirement Fund Employer's Employer's Proportionate Proportionate Share of the Share Net Pension Plan Fiduciary Employer's (Amount) of Liability Net Position Proportionate the Net Pension Employer's (Asset) as a as a Percentage Fiscal (Percentage) of Liability CoveredPercentage of of the Total Yearthe (Asset)Payroll** its Covered Pension Ending Net Pension (a)(b)PayrollCoverage June 30, 2015 0.0831% $4,306,673 $4,802,000 89.68% 78.20% PERA - Public Employees Police and Fire Fund Employer's Employer's Proportionate Proportionate Share of the ShareNet Pension Plan Fiduciary Employer's (Amount) of Liability Net Position Proportionate the Net Pension Employer's (Asset) as a as a Percentage Fiscal (Percentage) of Liability CoveredPercentage of of the Total Yearthe (Asset)Payroll** its Covered Pension Ending Net Pension (a)(b)PayrollCoverage June 30, 2015 - $3,056,469 $2,540,691120.30% 86.60% Notes to schedules * This schedule is provided prospectively beginning with the fiscal year ended December 31, 2015. ** For purposes of this schedule, covered payroll is defined as "pensionable wages". 85 City of Hopkins, Minnesota REQUIRED SUPPLEMENTARY INFORMATION December 31, 2015 3. SCHEDULES OF THE CITY'S CONTRIBUTIONS Last Ten Years* PERA - General Employees Retirement Fund Contributions in Relation to Statutorily the Statutorily Contribution Contributions as a Fiscal Required Required Deficiency Covered Percentage of YearContributions Contributions (Excess) Payroll ** Covered Payroll Ending (a)(b)(a-b)(d)(b/d) December 31, 2015 $360,150 ($360,150) - $4,802,000 7.50% PERA - Public Employees Police and Fire Fund Contributions in Relation to Statutorily the Statutorily Contribution Contributions as a Fiscal Required Required Deficiency Covered Percentage of YearContributions Contributions (Excess) Payroll ** Covered Payroll Ending (a)(b)(a-b)(d)(b/d) December 31, 2015 $411,592 ($411,592) - $2,540,691 16.20% Notes to schedules * This schedule is provided prospectively beginning with the fiscal year ended December 31, 2015. ** For purposes of this schedule, covered payroll is defined as "pensionable wages". 86 City of Hopkins, Minnesota REQUIRED SUPPLEMENTARY INFORMATION December 31, 2015 4. SCHEDULE OF THE CITY'S CONTRIBUTION TO THE HOPKINS FIRE RELIEF FUND Last Ten Years Contributions in Relation to Fiscal Statutorily the Statutorily Contribution YearRequired Required Deficiency Ending Contributions Contributions(Excess) December 31 (a)(b)(a-b) 2015 $ 36,889 $ (36,889) $ - 2014 32,166 (32,166) - 2013 32,166 (32,166) - 2012 32,166 (32,166) - 2011 32,166 (32,166) - 2010 189,825 (189,825) - 2009 32,166 (32,166) - 2008 32,166 (32,166) - 2007 32,166 (32,166) - 2006 32,166 (32,166) - 87 City of Hopkins, Minnesota REQUIRED SUPPLEMENTARY INFORMATION December 31, 2015 5. SCHEDULE OF PROPORTIONATE SHARE OF NET PENSION LIABILITY – HOPKINS FIRE RELIEF 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 CITY OF HOPKINS, MINNESOTA STATISTICAL SECTION This part of the City of Hopkins’ comprehensive annual financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and the required supplementary information says about the city’s overall financial health . ContentsPage Financial Trends 130 These schedules contain trend information to help the reader understand how the city’s financial performance and well-being have changed over time. Revenue Capacity 134 These schedules contain information to help the reader assess the factors affecting the city’s ability to generate its property and sales taxes. Debt Capacity 138 These schedules present information to help the reader assess the affordability of the city’s current levels of outstanding debt and the city’s ability to issue additional debt in the future. Demographic and Economic Information 143 These schedules offer demographic and economic indicators to help the reader understand the environment within which the city’s financial activities take place and to help make comparisons over time and with other governments. Operating Information 145 These schedules contain information about the city’s operations and resources to help the reader understand how the city’s financial information relates to the services the city provides and the activities it performs. Sources: Unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports for the relevant year. 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152