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III.2. Presentation from the Auditors; Harkess
CITY OF HOPKINS MEMORANDUM Date: June 20, 2017 To: Mayor & City Council From: Christine Harkess, Finance Director Subject: 2016 Comprehensive Annual Financial Report (CAFR) Our auditors, Dennis Hoogeveen, Principal and John Lorenzini, Manager of the audit firm CliftonLarsonAllen, LLC will be in attendance to present the 2016 Comprehensive Annual Financial Report (CAFR) and the results of their audit. Attached is their presentation. The audit due to its size is being provided under separate cover and can be accessed on the City website on the following page: http://www.hopkinsmn.com/departments/finance/index.php . A copy is also available to the public in the City Hall lobby. Supporting Information Power Point Presentation FINANCE DEPARTMENT 6/15/2017 1 WEALTH ADVISORY | OUTSOURCING | AUDIT, TAX, AND CONSULTING Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. | ©2016 CliftonLarsonAllen LLP City of Hopkins Audit Results and Communications Dennis Hoogeveen, Principal John Lorenzini, Manager ©2016 CliftonLarsonAllen LLPAudit Results 2 6/15/2017 2©2016 CliftonLarsonAllen LLPWEALTH ADVISORY | OUTSOURCING | AUDIT, TAX, AND CONSULTING Audit Results •The City has an unmodified (clean) opinion for the December 31, 2016 financial statement audit. • Financial Statement Findings –No material weaknesses –One significant deficiency •Three Minnesota Legal Compliance Findings 3 ©2016 CliftonLarsonAllen LLPWEALTH ADVISORY | OUTSOURCING | AUDIT, TAX, AND CONSULTING Audit Results •Report on Minnesota Legal Compliance (Minnesota Legal Compliance Audit Guide for Cities promulgated by the State Auditor). •Three findings noted: – Missing verifications as required by “Responsible Contractor” criteria, per Minnesota Statute §16C.285, subdivision 3 – Missing subcontractor clause (Minnesota Statute §471.425, subdivision 4a –HRA Check declaration (Minnesota Statute §471.38, and §471.391)4 6/15/2017 3©2016 CliftonLarsonAllen LLPRequired Communications Highlights 5 ©2016 CliftonLarsonAllen LLPWEALTH ADVISORY | OUTSOURCING | AUDIT, TAX, AND CONSULTING Required Communications •No new accounting policies • Accounting Estimates •Two uncorrected misstatements (not considered material to the financial statements) – $25k watershed project reimbursement – $31k December Pavilion revenue •No difficulties or disagreements with management 6 6/15/2017 4©2016 CliftonLarsonAllen LLPFinancial Results 7 ©2016 CliftonLarsonAllen LLPWEALTH ADVISORY | OUTSOURCING | AUDIT, TAX, AND CONSULTING Financial Results • Governmental Funds fund balances totaled $23.3 million, a decrease of $3.6 million from 2015 – Primarily due to refunding of 2007 bonds at beginning of year. • Unassigned fund balance of the General Fund totaled $5.4 million or 44% of expenditures. • General Fund Revenues were $433,833 or 3.7% higher than budget • General Fund Expenditures were $450,039 or 3.8% higher than budget 8 6/15/2017 5©2016 CliftonLarsonAllen LLPWEALTH ADVISORY | OUTSOURCING | AUDIT, TAX, AND CONSULTING City PresentationFinancial Results –GF Revenues by Source 67%67%59%65%68%65% 8%7%8% 6%5% 6% 4%2%3% 3%2% 3% 11%8% 18%15%11% 12% 5%4% 4%4% 4% 4% 5%12% 8%7% 10% 10% $‐ $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 2011 2012 2013 2014 2015 2016 Taxes Special Assessments Licenses and Permits Intergovernmental Charges for Services Other Revenues ©2016 CliftonLarsonAllen LLPWEALTH ADVISORY | OUTSOURCING | AUDIT, TAX, AND CONSULTING City PresentationFinancial Results –GF Expenditures by Type 15%16%16%16%18%18% 56%57%55%54%54% 53% 2% 1%2%2%2% 1%22%20%21%22%21% 22% 0%1%1%1%1% 1% 5%5%5%5%5% 5% $‐ $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 $10,000,000 $11,000,000 $12,000,000 $13,000,000 2011 2012 2013 2014 2015 2016 General government Public safety Health and welfare Highways and streets Urban redevelopment and housing Culture and recreation 6/15/2017 6©2016 CliftonLarsonAllen LLPWEALTH ADVISORY | OUTSOURCING | AUDIT, TAX, AND CONSULTINGStatement of Net AssetsFinancial Results (in thousands)2016 2015 Assets Cash and investments 28,928$ 30,222$ Taxes and special assessments receivable 3,193 3,880 Other receivables 1,068 2,170 Other assets 1,613 2,001 Capital assets (net of depreciation) 89,027 79,847 Deferred outflows 11,842 1,779 Total Assets 135,671$ 119,899$ Liabilities Accounts payable 3,360$ 2,372$ Accrued compensation 214 159 Other liabilities 715 648 Long term liabilities 73,068 53,303 Deferred inflows 1,982 926 Total Liabilities 79,339$ 57,408$ Total Net Position 56,332$ 62,491$ ©2016 CliftonLarsonAllen LLPWEALTH ADVISORY | OUTSOURCING | AUDIT, TAX, AND CONSULTINGStatement of ActivitiesFinancial Results Governmental Fund Types, (in thousands)2016 2015 Revenues Property taxes and assessments 14,954$ 13,960$ Charges for service 1,492 1,367 Operating grants & contributions 4,088 4,970 Capital grants & contributions 1,109 501 Grants & contributions not restricted 21 21 Other revenues 186 306 Total Revenues 21,850$ 21,125$ Expenditures General government 10,341$ 6,657$ Public safety 8,562 6,666 Health & welfare 185 185 Highways & streets 5,169 4,542 Urban redevelopment & housing 1,399 1,249 Culture & recreation 2,231 2,069 Interest on long‐term debt 953 688 Transfers out 2,090 864 Total Expenditures 30,930$ 22,920$ Change in Net Position (9,080)$ (1,795)$ 6/15/2017 7©2016 CliftonLarsonAllen LLPWEALTH ADVISORY | OUTSOURCING | AUDIT, TAX, AND CONSULTINGStatement of ActivitiesFinancial Results Proprietary Fund Types, (in thousands)2016 2015 Revenues Charges for service 5,815$ 5,705$ Operating grants & contributions 722 622 Capital grants & contributions 703 ‐ Other revenues 87 87 Transfers In 2,090 864 Total Revenues 9,417$ 7,278$ Expenditures Water 1,879$ 1,699$ Sewer 2,251 2,061 Storm Sewer 398 394 Refuse 868 849 Pavilion/Ice Arena 483 463 Housing & Redevelopment Authority 617 610 Total Expenditures 6,496$ 6,076$ Change in Net Position 2,921$ 1,202$ ©2016 CliftonLarsonAllen LLPWEALTH ADVISORY | OUTSOURCING | AUDIT, TAX, AND CONSULTING • Governmental Accounting Standards Board Statement Nos. 74 and 75 –#74 Applicable December 31, 2017 –#75 Applicable December 31, 2018 –Other Postemployment Benefits 14 Emerging Issues 6/15/2017 8 twitter.com/CLAconnectfacebook.com/ cliftonlarsonallen linkedin.com/company/ cliftonlarsonallen ©2016 CliftonLarsonAllen LLPCLAconnect.com Thank You! Dennis Hoogeveen, Principal (612) 397‐3063 Dennis.Hoogeveen@CLAconnect.com John Lorenzini, Manager (612) 397‐3268 John.Lorenzini@CLAconnect.com 15