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Il I Comprehensive Annual Financial Report of the CITY OF COTTAGE GROVE, MINNESOTA For the Year Ended December 31, 2020 Prepared by City's Finance Department City of Cottage Grove 12800 Ravine Parkway South Cottage Grove, MN 55016 City of Cottage Grove Table of Contents Introductory Section Page Letter of Transmittal 3 Certificate of Achievement for Excellence in Financial Reporting 8 Elected Officials and Administration 9 Organization Chart 10 Financial Section Independent Auditor's Report 13 Management's Discussion and Analysis 17 Basic Financial Statements Government -Wide Financial Statements Statement of Net Position 31 Statement of Activities 32 Fund Financial Statements Balance Sheet — Governmental Funds 34 Reconciliation of the Balance Sheet to the Statement of Net Position — Governmental Funds 37 Statement of Revenues, Expenditures, and Changes in Fund Balances — Governmental Funds 38 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances to the Statement of Activities — Governmental Funds 40 Statement of Net Position — Proprietary Funds 41 Statement of Revenues, Expenses, and Changes in Fund Net Position — Proprietary Funds 42 Statement of Cash Flows — Proprietary Funds 44 Notes to Financial Statements 45 Required Supplementary Information Schedule of Revenues, Expenditures, and Changes in Fund Balances — Budget and Actual — General Fund 90 Schedule of Changes in Total OPEB Liability and Related Ratios 92 Schedule of City's Proportionate Share of Net Pension Liability — General Employees Retirement Fund 93 Schedule of City's Proportionate Share of Net Pension Liability — Police and Fire Retirement Fund 93 Schedule of City Contributions — General Employees Retirement Fund 95 Schedule of City Contributions — Police and Fire Retirement Fund 95 Schedule of Changes in Net Pension Liability and Related Ratios — Fire Relief Association 96 Schedule of City and Non -Employer Contributing — Fire Relief Association 98 Notes to Required Supplementary Information 100 Combining and Individual Fund Statements and Schedules Nonmajor Governmental Funds 109 Combining Balance Sheet — Nonmajor Governmental Funds 113 City of Cottage Grove Table of Contents Financial Section (Continued) Combining and Individual Fund Statements and Schedules (Continued) Page Combining Statement of Revenues, Expenditures, and Changes in Fund Balances — Nonmajor Governmental Funds 114 Nonmajor Special Revenue Funds 115 Subcombining Balance Sheet — Nonmajor Special Revenue Funds 116 Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balances — Nonmajor Special Revenue Funds 118 Nonmajor Debt Service Funds 121 Subcombining Balance Sheet — Nonmajor Debt Service Funds 122 Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balances — Nonmajor Debt Service Funds 124 Nonmajor Capital Projects Funds 127 Subcombining Balance Sheet — Nonmajor Capital Projects Funds 128 Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balances — Nonmajor Capital Projects Funds 130 Schedules of Revenues, Expenditures, and Changes in Fund Balances — Budget and Actual Schedule of Revenues, Expenditures, and Changes in Fund Balances — Budget and Actual — Recycling Special Revenue Fund 132 Schedule of Revenues, Expenditures, and Changes in Fund Balances — Budget and Actual — Storm Water Maintenance Special Revenue Fund 133 Schedule of Revenues, Expenditures, and Changes in Fund Balances — Budget and Actual — Forfeiture/Seizure Special Revenue Fund 134 Schedule of Revenues, Expenditures, and Changes in Fund Balances — Budget and Actual — Ice Arena Special Revenue Fund 135 Schedule of Revenues, Expenditures, and Changes in Fund Balances — Budget and Actual — Golf Course Special Revenue Fund 136 Schedule of Revenues, Expenditures, and Changes in Fund Balances — Budget and Actual — HERO Center Operations Special Revenue Fund 137 Schedules of Revenues, Expenditures, and Changes in Fund Balances COVID-19 Pandemic Relief Special Revenue Fund 138 Internal Service Funds 139 Combining Statement of Net Position — Internal Service Funds 140 Combining Statement of Revenues, Expenses, and Changes in Net Position — Internal Service Funds 141 Combining Statement of Cash Flows — Internal Service Funds 142 Economic Development Authority Component Unit 143 Combining Balance Sheet — All Governmental Fund Types — Economic Development Authority Component Unit 144 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances — All Governmental Fund Types — Economic Development Authority Component Unit 145 City of Cottage Grove Table of Contents Financial Section (Continued) Supplementary Financial Information Page Combined Schedule of Bonded Indebtedness 148 Debt Service payments to Maturity 150 Deferred Tax Levies 153 Subcombining Balance Sheet — Pavement Management Debt Service Schedule 154 Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balance — Pavement Management Debt Service Schedule 156 Subcombining Balance Sheet — Tax Increment Construction Revolving Schedule 158 Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balance —Tax Increment Construction Revolving Schedule 160 Subcombining Balance Sheet — TIF Debt Service Revolving Schedule 162 Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balances — TIF Debt Service Revolving Schedule 163 Statistical Section Section Page Net Position by Component 1 168 Changes in Net Position 2 170 Fund Balances of Governmental Funds 3 174 Changes in Fund Balances of Governmental Funds 4 176 Assessed and Estimated Actual Value of Taxable Property 5 178 Property Tax Rates Direct and Overlapping Governments 6 180 Principal Property Taxpayers 7 181 Property Tax Levies and Collections 8 182 Ratios of Outstanding Debt by Type 9 184 Ratios of General Bonded Debt Outstanding 10 186 Direct and Overlapping Governmental Activities Debt 11 187 Legal Debt Margin Information 12 188 Demographic and Economic Statistics 13 190 Principal Employers 14 191 Full -Time Equivalent City Government Employees by Function 15 192 Operating Indicators by Function/Program 16 194 Capital Asset Statistics by Function/Program 17 196 Cottage Grove %ere Pcldp- V6 INTRODUCTORY SECTION Cottage Grove %ere Pcldp- V6 MmCottage Grove here Pride ar►d prosperity Meet May 18, 2021 To the Honorable Mayor, Members of the City Council and Citizens of the City of Cottage Grove: Minnesota statutes require all cities to submit an annual audited financial statement to the Office of the State Auditor. Pursuant to that requirement, we hereby issue the Comprehensive Annual Financial Report of the City of Cottage Grove for the year ended December 31, 2020. Management assumes full responsibility for the completeness and reliability of the information contained in this report, based upon a comprehensive framework of internal control standards that it has established for this purpose. Because the cost of internal control should not exceed anticipated benefits, the objective is to provide reasonable, rather than absolute assurance that the financial statements are free of any material misstatements. BerganKDV, Ltd., independent certified public accountants have issued an unmodified ("clean") opinion on the City of Cottage Grove's financial statements for the year ended December 31, 2020. The independent auditors' report is located at the front of the financial section of this report. Management's discussion and analysis (MD&A) immediately follows the independent auditors' report and provides a narrative introduction, overview, and analysis of the basic financial statements. This letter of transmittal is designed to complement the MD&A and should be read in conjunction with it. Profile of the City Cottage Grove was organized as a village on July 13, 1965 and was incorporated as a city on January 1, 1974. It is a suburban community located on the southern border of Washington County, sixteen miles southeast of downtown St. Paul. The City currently occupies 34.3 square miles of land. The 2010 Census established the City population at 34,589: recent data estimates 2020 population at 38,555. Cottage Grove operates as a Statutory Plan A City under Minnesota law. Policy making and legislative authority are vested in a City Council, consisting of the Mayor and four other members, elected at large and on a non -partisan basis. Terms of office are staggered four year terms, with elections held in each even -numbered year. The City Council is responsible for passing ordinances, adopting the budget and appointing members of the various citizens' advisory boards. In addition, the Mayor and Council appoint a full-time City Administrator, who is responsible for overall supervision of City operations. The City provides a full range of municipal services. These services include police and fire protection, ambulance services, parks and park facilities, a golf course, recreational programming, an ice arena, street construction and maintenance, water, sewer and storm water utilities, planning and zoning, and general administrative functions. The Economic Development Authority (EDA) of the City of Cottage Grove is a separate legal entity organized pursuant to Minnesota Statute 469. There are seven members of the EDA who are appointed by the City Council; two appointees are Council members and the five others are appointed from the community. The EDA is included in this financial report as a discretely presented component unit, due to the EDA's relationship of financial benefit or burden to the City. CITY OF COTTAGE GROVE • 12800 Ravine Parkway • Cottage Grove, Minnesota 55016 www.cottage-grove.org • 651-458-2800 • Fax 651-458-2897 • Equal Opportunity Employer Letter of Transmittal May 18, 2021 Profile of the City (Continued) The annual budget serves as the foundation for the City of Cottage Grove's financial planning and control. The budget incorporates the City's financial policies, financial operations, debt management, reserves and investments. The process by which the biennial budget document is prepared begins with the submission of department appropriation requests in June. The requests, along with projected revenues and stated City Council strategic goals, provide the starting point for budget development. Collaborative meetings are held with City staff and workshops are held with the City Council to refine the budget document in advance of the submission of the preliminary tax levy in September each year. The preliminary levy may be reduced after it is adopted, but cannot be increased. An information session is held for taxpayers at the first City Council meeting in December in advance of adoption of the final levy and budget. The Council is required to adopt a final budget by no later than December 281h of each year. Extraordinary Event In March 2020, the World Health Organization (WHO) declared the COVID-19 outbreak a global pandemic, the President of the United States declared a national state of emergency and Minnesota Governor Tim Walz issued Executive Orders requiring all Minnesota residents to shelter in place and ordering the closure of all schools and non -essential businesses. These orders were meant to slow the spread of the coronavirus and manage health care resources. Inevitably, the economic impact of all these orders was extreme. Unprecedented job losses combined with immediate revenue losses for large segments of the economy (entertainment, hospitality, personal services, food and beverage et.al.) resulted in a sudden recession. The United States Congress moved swiftly to pass $2 trillion in bi-partisan economic relief for workers, families and small business; aka, the Coronavirus Aid, Relief and Economic Security (CARES) Act. $150 billion of these funds under the CARES Act provided payments to State, Local and Tribal governments to assist them in navigating the COVID-19 outbreak. The City of Cottage Grove received $2.8 million in CARES Act funding which was used to finance personal protective equipment (PPE), supplies, equipment and technology to enable physical distancing and distance working, health benefits for those experiencing exposure to COVID-19 and public safety staffing to respond to community needs. Local Economy Cottage Grove benefits from a significant amount of developable land and a location within the economically prosperous Minneapolis/St. Paul seven county metropolitan area. The City's tax base is 80% residential and 20% commercial/industrial property. Total taxable market value in 2020 was $3.7 billion. Growth in taxable value for 2021 is expected at 8% due to new construction and increases in property values of existing building stock. This growth continued in 2020 despite the COVID-19 pandemic and its ramifications. Construction of the HERO Center facility was completed in late 2019 and opened to police, fire, and EMS regional users in January 2020. This $19 million integrated public safety training facility is a joint venture of the City of Cottage Grove and the City of Woodbury. Operations in 2020 were expected to be modest, but due to the COVID -19 Pandemic, training operations were completely shuttered for better than six months. Recovery of programming and training rentals to a variety of public safety entities is expected as restrictions lift into 2021. El Letter of Transmittal May 18, 2021 Local economy (Continued) In January 2020, the city sold 3.2 acres which had housed City Hall and the Police Station from 1968 to 2012 to 80th and Hemmingway, LLC. Construction of the Grove 80 Apartments commenced shortly thereafter. This 120 unit market rate apartment building includes underground and surface parking and many of the amenities sought it today's marketplace. Completion of the project is expected with occupancy in the fall of 2021 The City's 600-acre business park is home to 1,150,000 square feet of industrial and manufacturing businesses, including Up North Plastics, Leafline Labs, American Logistics, Modern Automotive Performance, Renewal by Andersen, North Star Sheets and Werner Electric. Other major employers in the City include 3M Company, Target, Menard's, Walmart, and Aggregate Industries. The City's commercial areas include four community shopping centers and several restaurants. Up North Plastics, one of the original occupants of the business park, began construction of a 428,000 square foot addition to their building on land they owned in 2019. This manufacturer of plastic sheeting had conducted a nationwide search for its expansion before deciding to more than double their capacity at their current site. The project received a certificate of completion in January 2021. Construction of AirGas $54 million air -separation plant on 8.5 acres in the business park continued throughout 2020. The facility converts air into specialty gases (oxygen, nitrogen, and argon) for use by manufacturing and medical users. Completion is expected in mid-2021. Long-term financial planning The City places a high priority on planning for future growth. Staff uses different long range revenue and expenditure models during the annual preparation of a biennial budget plan for the General Fund, Special Revenue and Enterprise Funds. The biennial budget process allows for the assurance that any change to revenues or expenditures is sustainable in the successive year. Furthermore, Council and staff compile a five-year Capital Improvement Plan (CIP) which addresses the future building and infrastructure projects necessary to address the new residential and commercial property outlined in the City's 2040 Comprehensive Plan. As part of the CIP, each capital project is analyzed to determine if sufficient funding exists for the project and the longer term impact of each of the projects on the individual capital fund balances. Pavement Management projects are not full road reconstruction projects but rather a reclamation or mill and overlay process to extend roadway life. Project funding for Pavement Management is covered by a 45% / 55% cost split: special assessments against benefiting properties with the balance of the costs covered by general obligation debt to be repaid by annual tax levies. In 2021, the $4 million Pavement Management project will include removal and replacement of street surface with curb and gutter for two different neighborhoods, mill and overlay of another roadway, upgrades to Arbor Meadows Park and reconstruction of the parking lot at River Oaks Golf Course. 5 Letter of Transmittal May 18, 2021 Relevant Financial Policies The City has financial policies and plans which establish the principles that guide staff and Council members to make consistent and informed financial decisions. These policies and plans include: • Fund balance policy • Cash and investment management policy • Debt management policy • Capital improvements plan • Infrastructure Maintenance Task Force (IMTF) policy It is important for the financial stability of the City to maintain reserve funds for unanticipated expenditures or unforeseen emergencies as well as providing adequate working capital for current operations without short term borrowing. The City's fund balance policy identifies the unassigned fund balance in the General Fund shall be no less than 55% of annual budgeted expenditures. Major Initiatives The population of Cottage Grove has increased from 833 in 1950 to 34,589 per the 2010 census. Most of the population of the City concentrates in two age groups: 0 - 19 years (32.5%) and 30 - 50 years (38.1%). According to the 2010 census, the average age is 35 years and the median family income is $80,830. This median family income is 141% higher than the Twin Cities Metro Area. Cottage Grove has evolved from a 1970's bedroom community to a steadily growing suburb with an expanding commercial and industrial base. The 1990's and early 2000's saw a residential development boom, with several years of building permits for single family homes exceeding 300 per year. Residential development slowed significantly subsequent to the Great Recession of 2007. The real estate slowdown affected more than five years of new home construction in the community. However, since 2015, the City has seen a consistent year over year increase in construction of single family and multifamily homes. In 2020, 382 permits were issued for new construction of residential housing units. Over 635 lots with completed infrastructure await construction at the end of 2020. The "East Ravine Master Plan" was completed in 2006. After the delay, development of the 4,000 acres of low density residential housing with park and open space amenities and nodes of commercial use began in earnest in 2013. In the seven years since then, more than 1,000 acres of land has been developed into a variety of residential housing. Ravine Parkway which serves as the transportation backbone and connects these developments is now in Phase 3 of construction. The City strategy of growth in the residential and commercial/industrial areas, providing more homes and jobs, has begun to draw the additional retail storefronts and services the community demands. Awards and Acknowledgements 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 Cottage Grove for its Comprehensive Annual Financial Report for the year ended December 31, 2019. This was the thirtieth consecutive year the City has achieved this prestigious award. In order to receive a Certificate of Achievement, a government must publish an easily readable and efficiently organized Comprehensive Annual Financial Report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. C Letter of Transmittal May 18, 2021 Awards and Acknowledgements (Continued) A Certificate of Achievement is valid for a period of one year only. We believe that our current Comprehensive Annual Financial Report continues to meet the Certificate of Achievement Program's requirements and we are submitting it to GFOA to determine its eligibility for another certificate. This report was compiled and completed by the dedicated staff of the Finance Department, especially Cathy Mohr and Lauren Reichstadt-Nacar, to whom I give my heartiest thanks. I also wish to express my appreciation to City Administrator Jennifer Levitt who has led the City Staff through all the challenges of the last two years with a steady hand and generous heart. Lastly, thank you to the Mayor and City Council members for their support in maintaining a fiscally sound and stable organization in the service of our residents and business owners. Respectfully Submitted, CITY OF COTTAGE GROVE, MINNESOTA Robin Roland Finance Director 7 Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to City of Cottage Grove Minnesota For its Comprehensive Annual Financial Report For the Fiscal Year Ended December 31, 2019 Executive Director/CEO Elected Officials Myron Bailey Steve Dennis Justin Olsen La Rae Mills Dave Thiede Appointed Personnel Jennifer Levitt Robin Roland Joe Fischbach Ben Boike Ryan Burfeind Peter Koerner Zac Dockter City of Cottage Grove Elected Officials and Administration December 31, 2020 Position Term Expires Mayor December 31, 2024 Council Member December 31, 2022 Council Member December 31, 2024 Council Member December 31, 2024 Council Member December 31, 2022 City Administrator Finance Director City Clerk Community and Economic Development Director Public Works Director and City Engineer Director of Public Safety Parks and Recreation Director E City of Cottage Grove Organizational Chart Cottage Grove Citizens City Council Advisory Commissions City Administrator City Attorney Community IParks and Development I Recreation Administration Parks/ City Clerk/ k� Planning Horticulture Elections Finance Accounting Public Works I F--j Public Safety Streets I IN Patrol Building/Code Human Enterprise Inspections Recreation Resources Billing Forestry Investigations Historic i Communty Fleet/Building Public Safety Ice Arena Programs Preservation communications it Maintenance Pgrams Programs River Oaks 01 Economic Utilities 0, Animal Contol Development Fire & Engineering Emergency Management EMS/Medical Services Fire Inspections 10 FINANCIAL SECTION 11 %ere Pcldp- V6 Cottage Grove V,jcV.$Ptfity meet 12 Independent Auditor's Report Honorable Mayor and Members of the City Council City of Cottage Grove Cottage Grove, Minnesota Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities, the business - type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the City of Cottage Grove, Minnesota, as of and for the year ended December 31, 2020, and the related notes to 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 The City of Cottage Grove's management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor's Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free 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 auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the City'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 City'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. BERGANKDV, LTD. I BERGANKDV.COM I DO MORE. 13 Opinions In our opinion, the financial statements referred to in the first paragraph present fairly, in all material respects, the respective financial position of the governmental activities, the business -type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the City of Cottage Grove, Minnesota, as of December 31, 2020, and the respective changes in financial position and, where applicable, cash flows thereof, for the year then ended in accordance with accounting principles generally accepted in the United States of America. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the Management's Discussion and Analysis, which follows this report letter, and Required Supplementary Information 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 (GASB), 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 of Cottage Grove's basic financial statements. The introductory section, combining and individual fund statements and schedules, supplementary financial information, 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 fund statements and schedules and supplementary financial information 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, and supplementary financial information are fairly stated, in all material respects, in relation to the basic financial statements as a whole. BERGANKDV, LTD. I BERGANKDV.COM I DO MORE. 14 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. Report on Summarized Comparative Information The financial statements include partial prior year comparative information. Such information does not include all of the information required to constitute a presentation in accordance with accounting principles generally accepted in the United States of America. Accordingly, such information should be read in conjunction with the City's basic financial statements for the year ended December 31, 2019, from which such partial information was derived. We have previously audited the City's 2019 financial statements and our report, dated May 15, 2020, expressed unmodified opinions on the respective financial statements of the governmental activities, the business -type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information. In our opinion, the summarized comparative information presented herein as of and for the year ended December 31, 2019, is consistent, in all material respects, with the audited financial statements from which it has been derived. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated May 18, 2021, on our consideration of the City of Cottage Grove'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 solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of 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 of Cottage Grove's internal control over financial reporting and compliance. Minneapolis, Minnesota May 18, 2021 BERGANKDV, LTD. I BERGANKDV.COM I DO MORE. 15 sere p(ldp- 06 Cottage Grove V,,c5P' fty Meet 16 MANAGEMENT'S DISCUSSION AND ANALYSIS As management of the City of Cottage Grove, we offer readers of the City of Cottage Grove's financial statements this narrative overview and analysis of the financial activities of the City for the fiscal year ended December 31, 2020. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal, which can be found on pages 3 through 7 of this report. Financial Highlights • The assets and deferred outflows of resources of the City of Cottage Grove and the EDA Component Unit exceeded its liabilities and deferred inflows of resources at the close of the most recent fiscal year by $320,452,154 (net position). Of this amount, $38,700,293 (unrestricted net position) may be used to meet the government's ongoing obligations to citizens and creditors in accordance with the City's fund designations and fiscal policies. • The City's total net position increased by $33,391,847. The increase is due to reimbursements for construction projects in the City. • As of the close of the current fiscal year, the City of Cottage Grove's governmental funds reported combined ending fund balances of $31,256,650 an increase of $1,792,530 compared to the previous year. Approximately 84% or $26,197,644 is available for spending according to the City's policies and constraints. • At the end of the current fiscal year, unassigned fund balance for the General fund was $10,479,728 (56%) of the total subsequent year General fund expenditures. • At the end of the current fiscal year, the City of Cottage Grove had total long-term debt outstanding of $41,041,364, a decrease of $2,534,963 or 5.8% compared to the previous year. In 2020, the City did not issue any new debt. Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the City of Cottage Grove's basic financial statements. The City's 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 Cottage Grove's finances, in a manner similar to a private -sector business. The statement of net position presents information on all of the City of Cottage Grove's assets and deferred outflows of resources and liabilities and deferred inflows of resources, with the difference between the two 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 Cottage Grove is improving or deteriorating. 17 MANAGEMENT'S DISCUSSION AND ANALYSIS Overview of the Financial Statements (Continued) The statement of activities presents information on how the City's 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 personal leave time). Both of the government -wide financial statements distinguish functions of the City of Cottage Grove 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 Cottage Grove include general government, community development, economic development, public safety, public works, and culture and recreation. The business -type activities of the City of Cottage Grove include street lighting, water and sewer, and an ambulance service. The government -wide financial statements include not only the City of Cottage Grove itself (known as the primary government), but also a legally separate EDA component unit for which the City of Cottage Grove is financially accountable. Financial information for this component unit is reported separately from the financial information presented for the primary government itself. The government -wide financial statements start on page 31 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 Cottage Grove, 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 Cottage Grove 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 and outflows 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 government's near -term financial 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 statement. By doing so, readers may better understand the long-term impact of the City's near term financial decisions. Both the governmental fund balance sheet and governmental fund statement of revenues, expenditures, and change in fund balance provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. MANAGEMENT'S DISCUSSION AND ANALYSIS Overview of the Financial Statements (Continued) Governmental funds: Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balance for the City's seven individual major governmental funds. They are as follows: • General Fund • Municipal Building Capital Project Fund — Capital project fund • MSA Construction Capital Project Fund —Capital project fund • Closed Debt Fund —Debt service fund • Future Projects Fund - Capital project fund • Developer Petitioned Projects Fund — Capital project fund • Water Connection and Area Fund — Capital project fund Data from the other governmental 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 the report. The City of Cottage Grove adopts an annual appropriated budget for its general and special revenue funds. A budgetary comparison statement has been provided for those funds to demonstrate compliance with this budget. The basic governmental fund financial statements start on page 34 of this report. Proprietary funds: The City of Cottage Grove maintains four enterprise funds and three internal service funds as a part of its proprietary fund type. Enterprise funds are used to report the same functions presented as business -type activities in the governmental -wide financial statements. The City of Cottage Grove uses enterprise funds to account for street light operations, ambulance service, water operations, and sewer operations. Internal service funds are an accounting device used to accumulate and allocate costs internally among the City of Cottage Grove's various functions. The City of Cottage Grove uses internal service funds to account for self-insurance, fleet maintenance, and information technology services activity. Because 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 street light operations, ambulance service, water operations, and sewer operations, all of which are major funds of the City of Cottage Grove. Conversely, 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 provided in the form of combining statements elsewhere in this report. The basic proprietary fund financial statements start on page 41 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 start on page 45 of this report. 19 MANAGEMENT'S DISCUSSION AND ANALYSIS Overview of the Financial Statements (Continued) Other information: The combining statements referred to earlier in connection with non -major governmental funds and internal service funds are presented immediately following the required supplementary information. Combining and individual fund statements and schedules start on page 101 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 Cottage Grove, assets exceeded liabilities by $320,576,209 at the close of the most recent fiscal year. The largest portion of the City of Cottage Grove's net position ($273,791,944 or 85%) reflects its investment in capital assets (e.g. land, buildings, machinery, and equipment) less any related debt used to acquire those assets that is still outstanding. The City of Cottage Grove uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City of Cottage Grove's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. City of Cottage Grove Net Position Governmental Activities Business -type Activities Total Primary Government 2020 2019 2020 2019 2020 2019 Current and other assets $45,740,424 $51,208,180 $15,961,687 $14,922,460 $61,702,111 $66,130,640 Capital assets 239,424,423 217,747,574 75,408,885 70,373,534 314,833,308 288,121,108 Total assets 291,164,847 268,955,754 91,370,572 85,295,994 382,535,419 354,251,748 Deferred outflows of resources Long-term liabilities outstanding Pension liability Other liabilities Total liabilities Deferred inflows of resources 3,433,239 4,778,293 38,590,666 42,576,327 10,396,962 8,714,390 10,086,785 11,068,757 59,074,413 62,359,474 4,052,946 7,306,480 508,175 725,043 3,941,414 5,503,336 76,209 84,990 1,514,935 1,240,444 628,680 519,967 2,219,824 1,845,401 553,441 1,059,367 38,666,875 42,661,317 11,911,897 9,954,834 10,715,465 11,588,724 61,294,237 64,204,875 4,606,387 8,365,847 Net position: Net investment in capital assets 198,383,059 174,171,247 75,408,885 70,373,534 273,791,944 244,544,781 Restricted 7,959,917 8,500,720 - - 7,959,917 8,500,720 Unrestricted 25,127,751 21,396,126 13,696,597 12,742,735 38,824,348 34,138,861 Total net position $231,470,727 $204,068,093 $89,105,482 $83,116,269 $320,576,209 $287,184,362 An additional portion of the City's net position ($7,959,917 or 2.5%) represents resources that are subject to external restrictions on how they may be used. The balance of unrestricted net position, $38,824,348 may be used to meet the City's ongoing obligations to citizens and creditors. 20 MANAGEMENT'S DISCUSSION AND ANALYSIS Government -wide Financial Analysis (Continued) At the end of the current fiscal year, the City of Cottage Grove is able to report positive balances in all three categories of net position; for the government as a whole, as well as for its separate governmental and business -type activities. The same situation held true for the prior fiscal year. Governmental Activities: Governmental activities increased the City's net position by $27,402,634 in 2020. Program revenue increased overall by $3,732,692, due to operating grants and contributions from the state for construction of the HERO Center and infrastructure construction projects. Property tax revenues increased by $1,272,757 to keep pace with increased operational costs. Investment income decreased by $481,719 due to the sharp decline in interest rates beginning in March 2020 due to the Federal Reserve actions to counteract the economic impact of the COVID-19 pandemic. Operating 1 Contribt 270, Revenues by Source - Government Activities Capital Grants & rnntrihutinnc Other taxes & tax 12% ricted ment ings Other 0% axes 21 MANAGEMENT'S DISCUSSION AND ANALYSIS Governmental Activities (Continued) Revenues: Program revenues: Charges for services Operating grants and contributions Capital grants and contributions General revenues: Property taxes Othertaxes Grants and contributions not restricted to specific programs Unrestricted investment earnings Gain on sale of asset Total revenues Expenses: General government Community development Economic development Public safety Public works Culture and recreation Interest on long-term debt Street lights Cottage Grove EMS Water operating Sewer operating Total expenses Increase (decrease) in net position before transfers and special items Transfers Increase (decrease) in net position Net position - beginning Net position - ending Governmental Activities 2020 2019 City of Cottage Grove's Changes in Net Position Business -Type Activities Total Primary Government $7,681,171 $9,803,605 $8,928,778 $8,494,677 $16,609,949 $18,298,282 17,726,027 2,231,407 101,196 23,409 17,827,223 2,254,816 20,144,097 29,783,591 3,842,839 2,700,615 23,986,936 32,484,206 16,881,359 15,608,602 - - 16,881,359 15,608,602 1,940,895 1,691,323 1,940,895 1,691,323 181,316 113,435 - - 181,316 113,435 582,781 982,812 179,837 261,525 762,618 1,244,337 34,579 49,186 - 34,579 49,186 65,172,225 60,263,961 13,052,650 11,480,226 78,224,875 71,764,187 5,621,197 2,704,159 - - 5,621,197 2,704,159 1,750,768 1,524,566 1,750,768 1,524,566 583,767 492,107 583,767 492,107 6,947,733 9,272,317 6,947,733 9,272,317 13,650,476 10,062,896 13,650,476 10,062,896 5,638,642 5,566,175 5,638,642 5,566,175 1,141,147 1,286,632 - - 1,141,147 1,286,632 - - 1,152,326 1,073,480 1,152,326 1,073,480 1,843,840 1,750,771 1,843,840 1,750,771 3,039,639 2,904,174 3,039,639 2,904,174 - - 3,463,493 3,139,150 3,463,493 3,139,150 35,333,730 30,908,852 9,499,298 8,867,575 44,833,028 39,776,427 29,838,495 29,355,109 3,553,352 2,612,651 33,391,847 31,967,760 (2,435,861) (4,973,641) 2,435,861 4,973,641 27,402,634 24,381,468 5,989,213 7,586,292 33,391,847 31,967,760 204,068,093 179,686,625 83,116,269 75,529,977 287,184,362 255,216,602 $231,470,727 $204,068,093 $89,105,482 $83,116,269 $320,576,209 $287,184,362 The following chart illustrates the City's expenses and corresponding program revenues for its governmental activities. 22 MANAGEMENT'S DISCUSSION AND ANALYSIS Governmental Activities (Continued) 35000000 30000000 25000000 20000000 15000000 10000000 5000000 0 .1 ■� �� ■ general community economic public safety public works culture & interest on debt government development development recreation ■ revenue ■ expense Business -Type Activities. Business -type activities increased net position by $5,989,213. Below are graphs showing the business -type activities revenue and expense comparisons. Revenues - Business type Activities Capital grants & Operatin grants & contributic 1% Unrestricted lent Igs Charges for services 68 23 MANAGEMENT'S DISCUSSION AND ANALYSIS Governmental Activities (Continued) 7000000 6000000 5000000 4000000 3000000 2000000 1000000 n in Street Lights Cottage Grove EMS Water operating ■ revenues ■ expenses Sewer operating In business type activities, changes in net position were positive for Streetlights, Water and Sewer Utilities. The Cottage Grove EMS fund had a negative change in net position due to a budgeted transfer to the General fund. Financial Analysis of the Government's Funds Governmental Funds. The focus of the City of Cottage Grove's governmental funds is to provide information on near -term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City of Cottage Grove's financing requirements. In particular, unassigned fund balance may serve as a useful measure of a government's net resources available for spending at the end of the fiscal year. At the end of the current fiscal year, the City of Cottage Grove's governmental funds reported combined ending fund balances of $31,256,650 an increase of $1,792,530. Committed, assigned and unassigned fund balance which is available for spending at the government's discretion has a balance of $26,197,644 at year end. The remainder of the fund balance is non -spendable or restricted to indicate it is not available for new spending because it has already been obligated. The General fund is the chief operating fund of the City of Cottage Grove. At the end of the current fiscal year, unassigned fund balance of the General fund was $10,479,728 while total fund balance was $12,275,376. 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 55% of total subsequent year General fund expenditures, while total fund balance represents 64.5% of the same amount. 24 MANAGEMENT'S DISCUSSION AND ANALYSIS Financial Analysis of the Government's Funds (Continued) Governmental Funds. (Continued) The General fund balance increased by $583,998. Revenues exceeded budget by $525,129 due to higher -than -expected intergovernmental revenue and charges for services from development and infrastructure projects. Expenditures were $409,408 over budget due to increased payroll costs from public safety response to civil unrest and unbudgeted pass -through of state fire aid to the fire relief pension fund managed by PERA (Public Employee Retirement Association). The Closed Debt Fund increased by $586,495 due to transfers from the General Fund in accordance with the City's Fund Balance Policy, setting aside resources for future debt service payments. The Municipal Building Fund decreased by $257,033 due to costs of an expansion of the kitchen at the River Oaks Clubhouse, which was undertaken to provide additional space for workers in accordance with COVID-19 physical distancing requirements. The MSA Construction Fund decreased by $1,896,714 due to construction project costs related to the 80th Street (from Jamaica to Keats) reconstruction project. These costs were funded by an advance of future MSA allotments from the Minnesota Department of Transportation The Future Projects Fund decreased $671,078 due to close out/completion of the HERO Center project. The Water Connection and Area Fund increased by $572,039 due to area charges collected from the development of ten new residential plats in 2020. This fund saw significant activity from the PCA/3M settlement funding of interim water treatment facilities in the City. The Developer Petitioned Projects Fund increased by $153,309 due to collection of levied special assessments for Summers Landing phases one, two and three net of the construction costs for Summers Landing phase four development. Special Assessments were levied for phase four infrastructure costs, which will be collected over the next three years. Proprietary funds: The City of Cottage Grove's proprietary funds provide the same type of information found in the government -wide financial statements, but in more detail. Business -type activities increased the City's net position by $6,119,884 in 2020 due to increased water and sewer rates and capital contributions from completed infrastructure projects in new residential developments. Budtetary Hi2hli2hts General Fund. The General Fund actual results were different than the final budget amounts due to the following: • Licenses and Permits categories were $208,607 less than final budget due to the delay of an anticipated project until after the beginning of 2021. • Intergovernmental revenues were $213,020 more than budget due to recognition of fire relief state aid which was not included in 2020 budgeted revenues or expenditures. 25 MANAGEMENT'S DISCUSSION AND ANALYSIS Budtetary Hii!hlii!hts (Continued) General Fund. (Continued) • Charges for services were $403,332 more than budgeted due to engineering fees resulting from increased construction and development activity. • General government expenditures were $17,255 less than budgeted amounts due to a shift in staffing costs to community development. • Community development expenditures were $140,810 more than budgeted amounts due to a shift in staffing costs from general government and overtime costs related to development projects. • Public safety expenditures were $525,131 more than budgeted amounts due to staffing costs for mutual aid during civil unrest in the Minneapolis/St. Paul metropolitan area and the recognition of fire state aid transferred to the Statewide Volunteer Firefighter Retirement Plan administered by the Public Employees Retirement Association of Minnesota. • Public works expenditures were $78,322 less than budget due to a mild winter and reduced snow and ice removal as well as reduced asphalt costs due to the drop in oil prices brought on during the COVID-19 pandemic. • Culture and recreation expenditures were $160,956 less than final budget due to the total shutdown of recreational programming during the COVID-19 pandemic. Capital Asset and Debt Administration Capital assets: The City of Cottage Grove's investment in capital assets for its governmental and business -type activities as of December 31, 2020, amounts to $314,833,308 (net of accumulated depreciation). This investment in capital assets includes land, buildings, infrastructure, machinery and equipment. Land and land improvements Easements Construction in progress Buildings and improvements Equipment and furniture Machinery and equipment Other improvements Infrastructure: Streets Storm sewers Sidewalks/trails Water and sewer lines Ending balance City of Cottage Grove's Capital Assets (Net of Depreciation) Governmental Activities Business -type Activities Total Primary Government 2020 2019 2020 2019 2020 2019 $18,105,944 $18,105,944 $505,665 $506,460 $18,611,609 $18,612,404 1,157,202 1,157,202 - - 1,157,202 1,157,202 12,756,257 20,352,945 - - 12,756,257 20,352,945 47,890,594 29,534,649 4,467,002 3,379,814 52,357,596 32,914,463 265,411 100,931 - - 265,411 100,931 6,653,274 5,789,346 830,901 814,416 7,484,175 6,603,762 4,646,135 4,514,658 6,487,714 6,079,311 11,338,849 10,593,969 110,044,332 103,753,684 - - 110,044,332 103,753,684 32,360,290 29,545,603 - - 32,360,290 29,545,603 5,544,984 4,892,612 - - 5,544,984 4,892,612 - - 63,117,603 59,593,533 63,117,603 59,593,533 $239,424,423 $217,747,574 $75,408,885 $70,373,534 $314,833,308 $288,121,108 MANAGEMENT'S DISCUSSION AND ANALYSIS Capital Asset and Debt Administration Capital assets: (Continued) The largest addition to capital assets in 2020 was the HERO Center building, followed closely by streets and infrastructure additions from the 80th Street and West Point Douglas road projects, Bailey Woods, Highpointe, Langdon Hills, Ravine Meadows, Summers Landing 41h, Woodward Ponds and Young Addition residential housing developments. Additional information on the City of Cottage Grove's capital assets can be found in Note 3. Long-term debt: At the end of the current fiscal year, the City of Cottage Grove had total long-term debt outstanding of $42,261,721 a decrease of $2,406,691. $3,964,447 of the debt outstanding is due within one year. $21,230,000 of bonds payable is for pavement management debt being repaid by a combination of special assessments and property tax levies. City of Cottage Grove's Outstanding Debt Governmental activities: Bonds payable, net Compensated absences Total governmental activities Business -type activities: Compensated absences Total business -type activities Total primary government 2020 2019 $41,041,364 $43,576,327 1,073,065 982,917 42,114,429 44,559,244 147,292 109,168 147,292 109,168 $42,261,721 $44,668,412 The City of Cottage Grove holds a general obligation debt rating of Aal from Moody's (2010 Global Ratings Scale) and of AA+/Stable from Standard and Poor's. According to S&P, Cottage Grove has "a strong financial profile, anchored by a very strong general fund balance; and good management practices that have contributed to the city's ongoing financial health." State statutes limit the amount of general obligation debt a Minnesota city may issue to 3% of total Estimated Market Value. The current debt limitation for the City of Cottage Grove is $126,180,882. Of that limit, $11,005,000 of the City's outstanding debt is counted within the statutory limitation because all other debt is either wholly or partially repaid by revenues other than general property tax levies. Additional information on the City of Cottage Grove's long-term debt can be found in Note 4. Requests for information: This financial report is designed to provide a general overview of the City of Cottage Grove's finances for all those with an interest in the government's finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to Finance Director, 12800 Ravine Parkway St, Cottage Grove, Minnesota 55016. 27 Cottage Grove %ere Pcldp- V6 BASIC FINANCIAL STATEMENTS 29 %ere Pcldp- V6 Cottage Grove V,jcV.$Ptfity meet 30 City of Cottage Grove Statement of Net Position December 31, 2020 With Comparative Totals for December 31, 2019 Component Unit Primary Government Economic Totals Governmental Business -Type Total Primary Development Reporting Entitiy Activities Activities Government Authority 2020 2019 Assets Cash and investments (including cash equivalents) $ 40,055,821 $ 10,544,992 $ 50,600,813 $ $ 50,600,813 $ 46,848,703 Interest receivable 201,147 - 201,147 201,147 134,166 Due from other governments 2,121,972 69,566 2,191,538 2,191,538 3,400,301 Accounts receivable 476,191 2,422,623 2,898,814 12,685 2,911,499 2,955,867 Prepaid items 482,973 170,772 653,745 1,275 655,020 510,707 Property tax receivable 123,629 - 123,629 956 124,585 131,188 Loan receivable - - 73,299 73,299 99,741 Special assessments receivable 8,300,947 8,300,947 - 8,300,947 10,069,089 Inventories 149,408 149,408 149,408 121,200 Internal balances (2,753,734) 2,753,734 - - - - Property held for resale 592,231 - 592,231 311,718 903,949 903,949 Fire relief pension asset 1,989,839 - 1,989,839 - 1,989,839 1,372,815 Capital assets not being depreciated Land 18,105,944 479,785 18,585,729 18,585,729 18,585,729 Easements 1,157,202 - 1,157,202 1,157,202 1,157,202 Construction in progress 12,756,257 - 12,756,257 12,756,257 20,352,945 Capital assets net of accumulated depreciation Land improvements - 25,880 25,880 25,880 26,675 Buildings and improvements 47,890,594 4,467,002 52,357,596 52,357,596 32,914,463 Equipment and furniture 265,411 - 265,411 265,411 100,931 Machinery and equipment 6,653,274 830,901 7,484,175 7,484,175 6,603,762 Other improvements 4,646,135 6,487,714 11,133,849 11,133,849 10,593,969 Infrastructure 147,949,606 63,117,603 211,067,209 211,067,209 197,785,432 Total assets 291,164,847 91,370,572 382,535,419 399,933 382,935,352 354,668,834 Deferred Outflows of Resources Deferred outflows of resources related to OPEB 40,620 5,845 46,465 617 47,082 39,435 Deferred outflows of resources related to pensions 3,392,619 502,330 3,894,949 15,853 3,910,802 5,477,971 Total deferred outflows of resources 3,433,239 508,175 3,941,414 16,470 3,957,884 5,517,406 Total assets and deferred outflows ofresources $ 294,598,086 $ 91,878,747 $ 386,476,833 $ 416,403 $ 386,893,236 $ 360,186,240 Liabilities Accounts payable $ 1,892,513 $ 127,920 $ 2,020,433 $ 14,918 $ 2,035,351 $ 4,101,958 Salaries and benefits payable 541,123 127,743 668,866 5,376 674,242 1,189,901 Contracts payable 544,078 - 544,078 - 544,078 909,377 Due to other governments 59,111 191,434 250,545 366,017 616,562 243,639 Deposits payable 2,685,413 64,000 2,749,413 - 2,749,413 2,312,736 Unearned revenue 30,305 - 30,305 30,305 48,508 Interest payable 487,378 487,378 487,378 598,897 Bonds payable, net of unamortized premium Due within one year 3,025,000 3,025,000 3,025,000 2,435,000 Due in more than one year 38,016,364 38,016,364 38,016,364 41,141,327 Compensated absences payable Due within one year 821,864 117,583 939,447 10,145 949,592 798,015 Due in more than one year 251,201 29,709 280,910 - 280,910 302,775 Net pension liability Due in more than one year 10,396,962 1,514,935 11,911,897 132,769 12,044,666 10,076,638 Total OPEB liability Due in more than one year 323,101 46,500 369,601 4,904 374,505 368,440 Total liabilities 59,074,413 2,219,824 61,294,237 534,129 61,828,366 64,527,211 Deferred Inflows of Resources Deferred inflows of resources related to pensions 4,032,734 550,532 4,583,266 6,022 4,589,288 8,368,134 Deferred inflows of resources related to OPEB 20,212 2,909 23,121 307 23,428 20,826 Total deferred inflows of resources 4,052,946 553,441 4,606,387 6,329 4,612,716 8,388,960 Net Position Net Investment in capital assets 198,383,059 75,408,885 273,791,944 - 273,791,944 244,544,781 Restricted for Forfeiture and seizure 89,411 - 89,411 89,411 75,106 Pandemic relief 1,500 1,500 1,500 - Debt retirement 6,786,378 6,786,378 6,786,378 7,854,584 Tax increment purposes 1,082,628 1,082,628 1,082,628 571,030 Economic development - - - 85,707 Unrestricted 25,127,751 13,696,597 38,824,348 (124,055) 38,700,293 34,138,861 Total net position 231,470,727 89,105,482 320,576,209 (124,055) 320,452,154 287,270,069 Total liabilities, deferred inflows of resources, and net position $ 294,598,086 $ 91,878,747 $ 386,476,833 $ 416,403 $ 386,893,236 $ 360,186,240 The notes to financial statements are an integral part of this statement. 31 City of Cottage Grove Statement of Activities For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Functions/Programs Primary Government Governmental activities General government Community development Public safety Economic Development Public works Culture and recreation Interest and fiscal charges on long-term debt Total governmental activities Business -type activities Street lights Cottage Grove EMS Water operating Sewer operating Total business -type activities Total primary government Component unit Economic Development Authority Program Revenues Operating Capital Grants Charges for Grants and and Expenses Services Contributions Contributions $ 5,621,197 $ 193,964 $ 2,892,699 $ - 1,750,768 2,648,715 16,000 - 6,947,733 764,732 652,649 1,496,731 583,767 400,210 361,818 - 13,650,476 1,095,238 13,306, 832 17,307, 706 5,638,642 2,578,312 496,029 1,339,660 1,141,147 - - - 35,333,730 7,681,171 17,726,027 20,144,097 1,152,326 962,958 - 425,237 1,843,840 1,772,704 39,347 - 3,039,639 3,002,920 61,849 2,661,426 3,463,493 3,190,196 - 756,176 9,499,298 8,928,778 101,196 3,842,839 $ 44,833,028 $ 16,609,949 $ 17,827,223 $ 23,986,936 $ 463,981 $ 105,563 $ 14,978 $ - General revenues Property taxes Franchise taxes Aggregate taxes Tax increment collections Grants and contributions not restricted to specific programs Unrestricted investment earnings Gain on sale of asset Transfers Total general revenues and transfers Change in net position Net position - beginning Net position - ending The notes to the financial statements are an integral part of this statement. 32 Component Net (Expense) Revenues and Changes in Net Position Unit Primary Government Economic Governmental Business -Type Development Activities Activities 2020 2019 Authority $ (2,534,534) $ - $ (2,534,534) $ (2,427,325) $ - 913,947 - 913,947 899,464 - (4,033,621) - (4,033,621) 4,719,225 - 178,261 - 178,261 420,628 - 18,059,300 - 18,059,300 9,931,162 - (1,224,641) - (1,224,641) (1,346,771) - (1,141,147) - (1,141,147) (1,286,632) - 10,217,565 - 10,217,565 10,909,751 - - 235,869 235,869 (1,728) - - (31,789) (31,789) 315,962 - - 2,686,556 2,686,556 890,779 - - 482,879 482,879 1,146,113 - - 3,373,515 3,373,515 2,351,126 - 10,217,565 3,373,515 13,591,080 13,260,877 - (343,440) 16,881,359 - 16,881,359 15,608,602 125,230 596,537 - 596,537 583,715 - 22,699 - 22,699 22,250 - 1,321,659 - 1,321,659 1,085,358 - 181,316 - 181,316 113,435 - 582,781 179,837 762,618 1,244,337 8,448 34,579 - 34,579 49,186 - (2,435,861) 2,435,861 - - - 17,185,069 2,615,698 19,800,767 18,706,883 133,678 27,402,634 5,989,213 33,391,847 31,967,760 (209,762) 204,068,093 83,116,269 287,184,362 255,216,602 85,707 $ 231,470,727 $ 89,105,482 $ 320,576,209 $ 287,184,362 $ (124,055) 33 City of Cottage Grove Balance Sheet - Governmental Funds December 31, 2020 With Comparative Totals for December 31, 2019 Debt Service Capital Projects Municipal MSA General Fund Closed Debt Building Fund Construction (100) Fund (300) (525) (520) Assets Cash and investments $ 12,150,868 $ 1,396,407 $ - $ - Interest receivable 201,147 - - - Interfund receivable - 1,282,215 - - Interfund loan receivable - - - - Due from other governments 549,853 - - 320,909 Accounts receivable 60,244 - 39 - Prepaid items 27,042 - - - Inventories - - - - Taxes receivable - delinquent 103,730 573 2,433 - Special assessments receivable Deferred 3,637 171,734 - 424,479 Delinquent 1,361 4,917 - 64 Special deferred - 5,605 - - Property held for resale - - - 267,498 Total assets $ 13,097,882 $ 2,861,451 $ 2,472 $ 1,012,950 Liabilities Accounts payable $ 186,979 $ - $ - $ 46,570 Salaries and benefits payable 449,228 - - - Interfund payable - - 33,346 1,248,869 Contracts payable - - 13,679 35,156 Due to other governments 48,371 - - 874 Deposits payable 500 - 2,000 - Unearned revenue 28,700 - 1,605 - Interfund loan payable - - 2,860,000 - Total liabilities 713,778 - 2,910,630 1,331,469 Deferred Inflows of Resources Unavailable revenue - tax increment - - - - Unavailable revenue - property taxes 103,730 573 2,433 - Unavailable revenue - special assessments 4,998 182,256 - 424,543 Unavailable revenue - intergovernmental - - - 2,795,762 Total deferred inflows of resources 108,728 182,829 2,433 3,220,305 Fund Balances Nonspendable 27,042 - - - Restricted - - - - Committed - - - - Assigned 1,768,606 2,678,622 - - Unassigned 10,479,728 - (2,910,591) (3,538,824) Total fund balances 12,275,376 2,678,622 (2,910,591) (3,538,824) Total liabilities, deferred inflows of resources, and fund balances $ 13,097,882 $ 2,861,451 $ 2,472 $ 1,012,950 The notes to the financial statements are an integral part of this statement. 34 Capital Projects Totals Water Connection Developer Nonmajor Future Projects and Area Petitioned Governmental (510, 810) (575) Projects (568) Funds 2020 2019 $ 1,340,944 $ 1,238,724 $ - $ 22,611,656 $ 38,738,599 $ 35,677,627 - - - - 201,147 134,166 2,223,771 - - 839,128 4,345,114 4,492,356 - - - 661,279 661,279 759,864 36,940 1,015,351 - 198,919 2,121,972 3,376,693 21,280 - - 381,714 463,277 593,575 - - - 33,818 60,860 48,652 - - - 28,265 28,265 25,601 23 - - 16,870 123,629 130,157 - - 3,939,590 2,482,219 7,021,659 7,488,665 - - 11,798 3,392 21,532 85,800 4,940 - - 1,247,211 1,257,756 2,494,624 - - - 324,733 592,231 592,231 $ 3,627,898 $ 2,254,075 $ 3,951,388 $ 28,829,204 $ 55,637,320 $ 55,900,011 $ 355,523 $ 564,750 $ 43,387 $ 302,101 $ 1,499,310 $ 3,540,259 - - - 34,258 483,486 882,281 - - 2,223,771 839,128 4,345,114 4,492,356 49,155 227,491 173,286 45,311 544,078 909,377 392 - - 1,710 51,347 55,089 2,604,849 - 23,565 54,499 2,685,413 2,302,736 - - - - 30,305 48,508 - - - 661,279 3,521,279 3,829,864 3,009,919 792,241 2,464,009 1,938,286 13,160,332 16,060,470 - - - 5,144 5,144 2,802 23 - - 11,726 118,485 127,355 4,940 - 3,951,388 3,732,822 8,300,947 10,069,089 - - - - 2,795,762 176,175 4,963 - 3,951,388 3,749,692 11,220,338 10,375,421 - - - 62,083 89,125 74,253 - - - 4,969,881 4,969,881 3,876,020 - - - 2,136,969 2,136,969 1,736,590 613,016 1,461,834 - 16,702,104 23,224,182 21,016,407 - - (2,464,009) (729,811) 836,493 2,760,850 613,016 1,461,834 (2,464,009) 23,141,226 31,256,650 29,464,120 $ 3,627,898 $ 2,254,075 $ 3,951,388 $ 28,829,204 $ 55,637,320 $ 55,900,011 35 %ere Pcldp- V6 Cottage Grove V,jcV.$Ptfity meet 36 City of Cottage Grove Reconciliation of the Balance Sheet to the Statement of Net Position - Governmental Funds December 31, 2020 With Comparative Totals for December 31, 2019 2020 2019 Total Fund Balances - Governmental Funds $ 31,256,650 $ 29,464,120 Amounts reported for governmental activities in the Statement of Net Position are different because: Capital assets used in governmental activities are not current financial resources and, therefore, are not reported as assets in governmental fonds. Cost of capital assets 312,766,986 284,972,162 Less accumulated depreciation (74,327,816) (68,249,071) Long-term liabilities, including bonds payable, are not due and payable in the current period and, therefore, are not reported as liabilities in the funds. Long-term liabilities at year-end consist of: Bond principal payable (40,005,000) (42,440,000) Unamortized bond premium (1,036,364) (1,136,327) Net pension liability (9,851,290) (8,331,746) Compensated absences payable (999,562) (927,071) Total OPEB liability (301,090) (301,284) Revenues in the Statement of Activities that do not provide current financial resources are not reported as revenues in the funds. Property taxes 124,283 130,157 Special assessments 8,300,293 10,069,089 Deferred intergovernmental grants receivable 2,795,762 176,175 Deferred outflows of resources and deferred inflows of resources are created as a result of various differences related to pensions that are not recognized in the governmental funds. Deferred inflows of resources related to fire relief pensions (336,673) (309,852) Deferred inflows of resources related to city pensions (3,671,312) (6,907,000) Deferred inflows of resources related to OPEB (18,835) (17,030) Deferred outflows of resources related to city pensions 3,327,465 4,701,864 Deferred outflows of resources related to OPEB 37,852 32,247 The Fire Relief Association net pension asset created through contributions to a defined benefit pension plan which is not recognized in the governmental funds. 1,989,839 1,372,815 Governmental funds do not report a liability for accrued interest due and payable. (487,378) (598,897) Internal service funds are used by management to charge the cost of insurance to individual funds. The assets and liabilities are included in the governmental activities Statement of Net Position 1,906,917 2,367,742 Total net position - governmental activities $231,470,727 $204,068,093 The notes to financial statements are an integral part of this statement. 37 Statement of Revenues, Expenditures, and Changes in Fund Balances - Governmental Funds For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Revenue General property taxes Franchise taxes Aggregate taxes Tax increment collections Special assessments Licenses and permits Direct charges to developers Intergovernmental Charges for services Rent Fines and forfeitures Investment earnings Interest on interfund loan Connection charges Park dedication fees Donations Miscellaneous Total revenues Expenditures Current General government Community development Public safety Public works Culture and recreation Economic development Capital outlay General government Public safety Public works Culture and recreation Debt service Principal retirement Interest and other charges Total expenditures Excess of revenues over (under) expenditures Other Financing Sources (Uses) Proceeds from sale of capital asset Bond issuance Bond premium Transfers in Transfers out Total other financing sources (uses) Net change in fund balances Fund Balances Beginning of year End of year Debt Service Capital Projects Municipal MSA General Fund Closed Debt Building Fund Construction (100) Fund (300) (525) (520) $ 14,236,904 $ 431 $ 251,003 $ 4,412 81,554 340,129 2,480,933 - - 1,108,220 - 1,998,672 1,243,787 - - - - - 55,758 119,092 - - 148,175 33,013 6,841 30,745 - - 141,766 - 200 168,982 19,514,034 114,998 313,802 2,507,783 2,455,338 1,253 30,156 1,753,836 - - 7,686,732 - - 2,847,790 - 19,563 2,004,265 - - 170,629 - - - - - 5,086,808 - - 713,636 - - - 29,650 - 16,918,590 1,253 773,442 5,106,371 2,595,444 113,745 (459,640) (2,598,588) 563,050 472,750 202,607 701,874 (2,574,496) - - - (2,011,446) 472,750 202,607 701,874 583,998 586,495 (257,033) (1,896,714) 11,691,378 2,092,127 (2,653,558) (1,642,110) $ 12,275,376 $ 2,678,622 $ (2,910,591) $ (3,538,824) The notes to financial statements are an integral part of this statement. 38 Capital Projects Totals Water Developer Nonmajor Future Projects Connection and Petitioned Govermuental (510, 810) Area (575) Projects (568) Funds 2020 1900 $ 18 $ $ - $ 2,398,877 $ 16,887,233 $ 15,631,133 - - 596,537 596,537 583,715 - 22,699 22,699 22,250 - - 1,321,659 1,321,659 1,085,358 33,360 38,399 4,075,843 1,512,209 6,085,906 4,282,185 - - - - 2,480,933 2,277,642 362,945 - - 81,962 444,907 299,683 1,487,782 12,746,601 13,019 3,280,842 20,635,136 17,716,725 - - - 3,818,718 5,062,505 4,988,080 - 436,448 492,206 474,994 - - - 22,288 141,380 220,024 23,493 15,032 - 300,755 527,309 924,396 - - - 21,895 21,895 23,903 - 986,326 - 1,577,096 2,563,422 1,932,844 - - 1,110,209 1,110,209 472,500 - - 361,818 392,563 373,453 8,949 - - 438,761 758,658 1,497,091 1,916,547 13,786,358 4,088,862 17,302,773 59,545,157 52,805,976 - - - 2,635,665 5,122,412 2,488,722 - - 1,753,836 1,486,081 4,081 - - 495,442 8,186,255 8,535,996 52,464 1,180,505 400,388 1,756,642 6,257,352 4,769,732 95,365 - - 2,546,799 4,646,429 5,013,805 - 539,092 539,092 447,061 - - 305,358 305,358 - 437,762 - - 11,210 619,601 15,482,899 2,341,224 12,033,814 3,535,165 2,138,476 25,135,487 15,726,666 16,000 - - 1,510,753 2,240,389 3,576,572 - - 2,435,000 2,435,000 2,420,000 - - 1,322,979 1,352,629 1,253,185 2,946,896 13,214,319 3,935,553 15,697,416 58,593,840 61,200,719 (1,030,349) 572,039 153,309 1,605,357 951,317 (8,394,743) - - 13,771 13,771 35,932 - - - 6,935,000 - - - - 239,309 359,271 - 2,795,009 5,094,561 5,308,513 - (1,692,623) (4,267,119) (4,486,763) 359,271 - 1,116,157 841,213 8,031,991 (671,078) 572,039 153,309 2,721,514 1,792,530 (362,752) 1,284,094 889,795 (2,617,318) 20,419,712 29,464,120 29,826,872 $ 613,016 $ 1,461,834 $ (2,464,009) $ 23,141,226 $ 31,256,650 $ 29,464,120 39 City of Cottage Grove Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances to the Statement of Activities - Governmental Funds For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 2020 2019 Total net change in fund balances - governmental funds $ 1,792,530 $ (362,752) Amounts reported for governmental activities in the Statement of Activities are different because: Capital outlays are reported in governmental funds as expenditures. However, in the Statement of Activities, the cost of those assets is allocated over the estimated useful lives as depreciation expense. Capital outlays 26,884,397 34,051,897 Developer contributed assets 4,632,858 4,245,294 Depreciation expense (6,409,582) (5,710,679) Loss on disposal (128,291) (160,186) Assets contributed to business -type activities (3,263,303) (5,795,391) Compensated absences are recognized as paid in the governmental funds but recognized as the expense is incurred in the Statement of Activities. (72,491) (49,356) OPEB expenses are recognized as paid in the governmental funds but recognized as the expense is incurred in the Statement of Activities. 3,994 (1,698) Principal payments on long-term debt are recognized as expenditures in the governmental funds but as an increase in the net position in the Statement of Activities. 2,435,000 2,420,000 Some expenses reported in the Statement of Activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds. Accrued interest payable 111,519 (130,533) Amortization of bond discounts and premiums 99,963 97,086 Proceeds from long-term debt are recognized as an other financing source in the governmental funds but as a decrease in net position in the Statement of Activities. - (6,935,000) The 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. Bond discounts and premiums - (239,309) Governmental funds recognized pension contributions as expenditures at the time of payment whereas the Statement of Activities factors in items related to pensions 931,948 206,189 on a full accrual perspective. Revenues in the Statement of Activities that do not provide current financial resources are not reported as revenues in the funds. Property taxes (5,874) (22,531) Special assessments (1,768,796) 3,132,396 Loans and grants receivable 2,619,587 1 Internal service funds are used by management to charge the cost of insurance to individual funds. This amount is net revenue (loss) attributable to governmental funds. (460,825) (363,960) Change in net position - governmental activities $ 27,402,634 $ 24,381,468 The notes to financial statements are an integral part of this statement. 40 City of Cottage Grove Statement of Net Position - Proprietary Funds December 31, 2020 Business -Type Activities - Enterprise Funds Governmental Cottage Grove Water Sewer Activities - Street Light EMS Fund Operating Operating Internal Service Fund (630) (660) (610) (620) Total Funds Assets Current assets Cash and investments $ 438,809 $ 586,659 $ 6,783,803 $ 2,735,721 $ 10,544,992 1,317,222 Accounts receivable 128,576 1,384,256 377,009 532,782 2,422,623 12,914 Interfund loan receivable - - 27,500 - 27,500 - Due from other governments 8,761 44,529 16,276 69,566 - Inventories - - - - 121,143 Prepaid items 2,062 2,417 166,293 170,772 422,113 Total current assets 567,385 1,981,738 7,235,258 3,451,072 13,235,453 1,873,392 Noncurrent assets Interfund loan receivable - 2,832,500 2,832,500 - Capital assets Land and land improvements 364,803 154,785 519,588 424,665 Buildings and improvements 7,616,850 - 7,616,850 928,870 Equipment and furniture - - - - - 137,566 Machinery and equipment 109,567 888,140 1,188,479 276,913 2,463,099 512,274 Other improvements 9,758,873 - - - 9,758,873 - Water and sewer lines 51,624,533 35,546,036 87,170,569 Total capital assets 9,868,440 888,140 60,794,665 35,977,734 107,528,979 2,003,375 Accumulated depreciation (3,347,929) (460,147) (18,928,742) (9,383,276) (32,120,094) (1,018,122) Net capital assets 6,520,511 427,993 41,865,923 26,594,458 75,408,885 985,253 Total noncurrent assets 6,520,511 427,993 41,865,923 29,426,958 78,241,385 985,253 Total assets 7,087,896 2,409,731 49,101,181 32,878,030 91,476,838 2,858,645 Deferred Outflows of Resources Deferred ouflows of resources related to pensions 11,606 421,253 53,311 16,160 502,330 65,154 Deferred outflows of resources related to OPEB 471 2,885 1,870 619 5,845 2,768 Total deferred outflows of resources 12,077 424,138 55,181 16,779 508,175 67,922 Total assets and deferred outflows ofresources $ 7,099,973 $ 2,833,869 $ 49,156,362 $ 32,894,809 $ 91,985,013 $ 2,926,567 Liabilities Current liabilities Accounts payable $ 26,834 $ 11,353 $ 72,770 $ 16,963 $ 127,920 $ 419,307 Salaries payable 4,527 93,605 21,475 8,136 127,743 31,533 Due to other governments - 5,476 25,551 160,407 191,434 7,764 Deposits payable - - - 64,000 64,000 - Compensated absences payable 4,931 45,965 48,549 18,138 117,583 45,841 Total current liabilities 36,292 156,399 168,345 267,644 628,680 504,445 Noncurrent liabilities Compensated absences payable 3,053 11,777 12,312 2,567 29,709 27,662 Net pension liability 97,204 835,914 446,479 135,338 1,514,935 545,672 Total OPEB liability 3,747 22,948 14,878 4,927 46,500 22,011 Total noncurrent liabilities 104,004 870,639 473,669 142,832 1,591,144 595,345 Total liabilities 140,296 1,027,038 642,014 410,476 2,219,824 1,099,790 Deferred Inflows of Resources Deferred inflows of resources related to pensions 4,409 519,735 20,250 6,138 550,532 24,749 Deferred inflows of resources related to OPEB 234 1,436 931 308 2,909 1,377 Total deferred inflows of resources 4,643 521,171 21,181 6,446 553,441 26,126 Net Position Net investment in capital assets 6,520,511 427,993 41,865,923 26,594,458 75,408,885 985,253 Unrestricted 434,523 857,667 6,627,244 5,883,429 13,802,863 815,398 Total net position 6,955,034 1,285,660 48,493,167 32,477,887 89,211,748 1,800,651 Total liabilities, deferred inflows of resources, and net position $ 7,099,973 $ 2,833,869 $ 49,156,362 $ 32,894,809 $ 91,985,013 $ 2,926,567 Net position proprietary funds 89,211,748 Some amounts reported for business -type activities in the Statement of Net Position are different because certain internal service fund assets and liabilities are included with business -type activities. (106,266) Net position business -type activities $ 89,105,482 The notes to financial statements are an integral part of this statement. 41 City of Cottage Grove Statement of Revenues, Expenses, and Changes in Fund Net Position - Proprietary Funds For the Year Ended December 31, 2020 Operating Revenue Charges for services - user fees Water meter/street light material sales Insurance refunds and reimbursements Total operating revenues Operating Expenses Personal services Commodities Commodities - items for resale Contractual services Disposal - contractual services - MCES Claims Depreciation Total operating expenses Operating loss Nonoperating Revenues (Expenses) Investment earnings Interest on interfund debt Loss on disposal of property Intergovernmental grants Miscellaneous Total nonoperating revenues (expenses) Income (loss) before capital contributions and transfers Capital contributions Transfers out Change in net position Net Position Beginning of year End of year Business -Type Activities - Enterprise Funds Cottage Grove Water Sewer Street Light EMS Fund Operating Operating Fund(630) (660) (610) (620) $ 688,952 $ 1,772,704 $ 2,777,555 $ 3,177,650 218,300 - 215,795 - 907,252 1,772,704 2,993,350 3,177,650 193,995 1,394,741 734,944 241,756 66,528 64,742 183,932 16,632 166,395 - - - 505,174 262,478 844,125 550,369 - - - 2,020,595 206,857 80,233 1,231,191 603,940 1,138,949 1,802,194 2,994,192 3,433,292 (231,697) (29,490) (842) (255,642) 8,048 10,472 91,444 40,223 - - 1,325 28,325 - 39,347 61,849 - 55,706 - 9,570 12,546 63,754 49,819 164,188 81,094 (167,943) 20,329 163,346 (174,548) 603,250 - 4,135,998 2,366,894 (48,650) (94,500) (388,336) (295,956) 386,657 (74,171) 3,911,008 1,896,390 6,568,377 1,359,831 44,582,159 30,581,497 $ 6,955,034 $ 1,285,660 $ 48,493,167 $ 32,477,887 Change in net position reported above Adjustment to reflect the consolidation of internal service fund activity related to enterprise funds Change in net position of business -type activities The notes to financial statements are an integral part of this statement. 42 Activities - Internal Service Total Funds $ 8,416,861 $ 4,404,995 434,095 - - 46,595 8,850,956 4,451,590 2,565,436 2,931,104 331,834 637,487 166,395 - 2,162,146 1,099,205 2,020,595 - - 369,067 2,122,221 74,032 9,368,627 5,110,895 (517,671) (659,305) 150,187 33,577 29,650 - - (21,820) 101,196 - 77,822 13,066 358,855 24,823 (158,816) (634,482) 7,106,142 42,986 (827,442) - 6,119,884 (591,496) 83,091,864 2,392,147 $ 89,211,748 $ 1,800,651 $ 6,119,884 (130,671) 5,989,213 43 Cash Flows - Operating Activities Receipts from customers and users Receipts from insurance refunds and reimbursements Payments to suppliers Payments to employees Miscellaneous revenue Net cash flows - operating activities Cash Flows - Noncapital Financing Activities Intergovernmental revenue Transfer to other funds Net cash flows - noncapital financing activities Cash Flows - Capital Related Financing Activities Acquisition of capital assets Cash Flows - Investing Activities Interest and dividends received Interest on interfund loan Payment received on interfund loan Net cash flows - investing activities Net change in cash and cash equivalents Cash and Cash Equivalents January 1 December 31 Reconciliation of Operating Loss to Net Cash Flows - Operating Activities Operating loss Adjustments to reconcile operating loss to net cash flows - operating activities Depreciation expense Miscellaneous revenue Pension expense Receivables Prepaid items Inventory Accounts payable Due to other governmental units Salaries payable Compensated absences payable OPEB expense Total adjustments Net cash flows - operating activities Noncash Investing, Capital, and Financing Activities Capital asset contributions from governmental activities Capital asset contributions from developers City of Cottage Grove Statement of Cash Flows - Proprietary Funds For the Year Ended December 31, 2020 Business-Tvne Activities - Entemrise Funds Governmental Cottage Grove Water Sewer Activities - Street Light EMS Fund Operating Operating Internal Service Fund(630) (660) (610) (620) Total Fund $ 906,881 $ 1,645,342 $ 2,979,713 $ 3,265,109 $ 8,797,045 $ 4,398,255 - - - - - 46,595 (783,661) (334,412) (1,014,759) (2,458,166) (4,590,998) (2,217,467) (161,941) (1,425,174) (799,990) (246,140) (2,633,245) (2,832,889) 55,706 9,570 12,546 77,822 13,065 16,985 (114,244) 1,174,534 573,349 1,650,624 (592,441) 39,347 61,849 101,196 (48,650) (94,500) (388,336) (295,956) (827,442) (48,650) (55,153) (326,487) (295,956) (726,246) (43,691) (7,738) (51,429) (13,635) 8,047 10,472 91,444 40,223 150,186 33,577 - - 1,325 28,325 29,650 - - 210,000 - 210,000 - 8,047 10,472 302,769 68,548 389,836 33,577 (23,618) (158,925) 1,107,125 338,203 1,262,785 (572,499) 462,427 745,584 5,676,678 2,396,666 9,281,355 1,889,721 $ 438,809 $ 886,659 $ 6, 883,803 $ 2, 334,869 $ 10, 444,140 $ 1, 117,222 $ (231,697) $ (29,490) $ (842) $ (255,642) $ (517,671) $ (659,305) 206,857 80,233 1,231,191 603,940 2,122,221 74,032 55,706 - 9,570 12,546 77,822 13,065 28,194 (43,619) (18,803) 20,271 (13,957) 93,400 (371) (127,362) (13,637) 87,459 (53,911) (6,740) - (929) (363) 2,090 798 (131,628) - - - - (25,544) (45,044) (6,263) 9,143 (13,474) (55,638) 38,961 (520) - 4,518 140,814 144,812 6,503 (648) 6,881 (66,036) (32,014) (91,817) (18,302) 3,407 5,347 21,828 7,542 38,124 17,657 1,101 958 (2,035) (183) (159) 5,460 248,682 (84,754) 1,175,376 828,991 2,168,295 66,864 $ 16985 $ (114,244) $ 1,174,534 $ 773,349 $ 1, 550,624 $ (592,441) $ 425,237 $ $ 2,661,426 $ 756,176 $ 3,842,839 $ 42,986 178,013 1,474,572 1,610,718 3,263,303 - The notes to financial statements are an integral part of this statement. 44 City of Cottage Grove Notes to Financial Statements NOTE 1— SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Cottage Grove was incorporated in 1974 and operates under the State of Minnesota Statutory Plan A form of government. The governing body consist of a five -member City Council elected by voters of the City. The financial statements of the City of Cottage Grove have been prepared in conformity with generally accepted accounting principles in the United States of America, as applied to governmental units by the Governmental Accounting Standards Board (GASB). The following is a summary of the significant accounting policies. A. Financial Reporting Entity As required by generally accepted accounting principles, the financial statements of the reporting entity include those of the City of Cottage Grove (the primary government) and its component unit. The component unit discussed below is included in the City's reporting entity because of the significance of its operational and financial relationship with the City. Component Unit The Economic Development Authority (EDA) is considered a component unit of the City because the Council appoints the members of the governing authority and because the EDA is in a relationship of financial benefits or burden to the City. It is governed by a board which is made up of two City council members and five other members. The EDA provides services to the City and to potential future business owners within the City. The financial position and results of operations of the EDA component unit is discretely presented in the primary government's basic financial statements. The EDA is reported in a separate column to emphasize that it is legally separate from the City. The component unit activity is reported on the modified accrual basis of accounting. Separate financial statements are not prepared for the EDA. B. Government -Wide and Fund Financial Statements The government -wide financial statements (i.e., the Statement of Net Position and the Statement of Activities) report information on all of the activities of the primary government and its component unit. For the most part, the effect of interfund activity has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business -type activities, which rely to a significant extent on fees and charges for support. The Statement of Activities demonstrates the degree to which the direct expenses of a given function or business -type activity, are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or business -type activity. Program revenues include: 1) charges to customers or applicants who purchase, use or directly benefit from goods, service or privileges provided by a given function or business -type activity and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or business -type activity. Taxes and other items not included in program revenues are reported instead as general revenues. 45 City of Cottage Grove Notes to Financial Statements NOTE 1— SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) B. Government -Wide and Fund Financial Statements (Continued) 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 statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of the related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the government considers all revenues, except reimbursement grants, to be available if they are collected within 60 days of the end of the current fiscal period. Reimbursement grants are considered available if they are collected within one year of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting except for debt service expenditures, as well as expenditures related to compensated absences, claims and judgments, are recorded only when payment is due. Property taxes, special assessments, intergovernmental revenues, charges for services and interest associated with the current fiscal period are all considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. Only the portion of special assessments receivable due within the current fiscal period is considered to be susceptible to accrual as revenue of the current period. All other revenue items are considered to be measurable and available only when cash is received by the City. The government reports the following major governmental funds: General Fund — This fund is the City's primary operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. Closed Debt Fund — This fund accounts for the accumulation of residual resources from debt funds that have been closed as the associated debt has been satisfied. Municipal Building Capital Project Fund — This fund accounts for the accumulation of resources and construction or remodeling costs of municipal buildings and facilities. City of Cottage Grove Notes to Financial Statements NOTE 1— SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) C. Measurement Focus, Basis of Accounting, and Financial Statement Presentation (Continued) MSA Construction Capital Project Fund — This fund accounts for projects related to Municipal State Aids. Future Projects Fund — This fund accounts for the preliminary expenditures of projects which do not have a source of funding or which have most of their funding from non -city sources. Water Connection and Area Fund — This fund accounts for the projects that are partially paid for with connection charges. Developer Petitioned Projects — This fund accounts for costs of infrastructure projects petitioned by developers and special assessment revenue which repay the costs. The government reports the following major proprietary funds: Street Light Fund — This fund accounts for customer street light and service charges which are used to finance street light operating expenses. Cottage Grove EMS Fund — This fund accounts for the operation of the Cottage Grove ambulance service that serves the cities of Cottage Grove, Newport, Saint Paul Park, and Grey Cloud Island. Water Operating Fund — This fund accounts for customer water service charges which are used to finance water operating expenses. Sewer Operating Fund — This fund accounts for customer sewer service charges which are used to finance sewer operating expenses. Additionally, the government reports the following fund type: Internal service funds account for the City's self-insurance, fleet maintenance, and information services provided to other departments of the government on a cost reimbursement basis. As a general rule, the effect of interf ind activity has been eliminated from the government -wide financial statements. Exceptions to this general rule are transactions that would be treated as revenues, expenditures, or expenses if they involved external organizations, such as buying goods and services or payments in lieu of taxes, are similarity treated when they involve other funds of the City of Cottage Grove. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. Amounts reported as program revenues include 1) charges to customers or applicants for goods services, or privileges provided, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. 47 City of Cottage Grove Notes to Financial Statements NOTE 1— SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) C. Measurement Focus, Basis of Accounting, and Financial Statement Presentation (Continued) 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 revenue of the water, sewer, ambulance, and street light enterprise funds are charges to customers for sales and services. The ambulance fund operating revenues are net of write offs mandated by various government agencies (including Medicare and Medicaid). Operating expenses for enterprise 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 nonoperating revenues and expenses. When both restricted and unrestricted resources are available for use, it is the City's policy to use restricted resources first, and then unrestricted resources as needed. D. Budgets Budgets are adopted on a basis consistent with U.S. generally accepted accounting principles. Budgeted amounts are reported as originally adopted, and as amended by the City Council. Individual amendments were not material in relation to the original appropriations which were adjusted. Budgeted expenditure appropriations can be carried forward to the next budget year subject to City Council approval. E. Legal Compliance — Budgets The City follows these procedures in establishing the budgetary data reflected in the financial statements: 1. The City Administrator submits to the City Council a proposed operating budget for the fiscal year commencing the following January 1. The operating budget includes proposed expenditures and the means of financing them. 2. The City Council reviews the proposed budget and makes appropriate changes. Per statute, public meetings are held to receive taxpayer comments. 3. The budget is legally enacted through passage of a resolution on a departmental basis and can be expended by each department based upon detailed budget estimates for individual expenditure accounts. 4. The City Administrator is authorized to transfer appropriations within any department budget up to $2,500. Additional interdepartmental or interfund appropriations and deletions are authorized by the City Council with expenditure reductions, fund (contingency) reserves or additional revenues. The City Council may authorize transfers of budgeted amounts between City funds. 5. Formal budgetary integration is employed as a management control device during the year for the General Fund, Special Revenue Funds, certain capital Project Funds, Enterprise Funds, and the Internal Service Fund. The General Fund and Special Revenue Funds are the only funds with legally adopted annual budgets. 6. Legal debt obligation indentures determine the appropriation level and debt service tax levies for the Debt Service Funds. Supplementary budgets are adopted for the Proprietary Funds to determine and calculate user charges. These are not reflected in the financial statements. City of Cottage Grove Notes to Financial Statements NOTE 1— SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) E. Legal Compliance — Budgets (Continued) 7. A capital improvement program is reviewed annually by the City Council for the Capital Project Funds. However, appropriations for major projects are not adopted until the actual bud award of the improvement. The appropriations are not reflected in the financial statements. 8. Expenditures may not legally exceed budgeted appropriations at the total fund level. The legal level of budgetary control is at the expenditure category level (i.e., personal services, commodities, contractual services, and capital outlay) within each activity. All amounts over budget have been approved by the City Council through the disbursement approval process. The following is a listing of expenditure categories that exceed budget appropriations for nonmajor funds: Final Budget Actual Over Budget Nonmajor Funds Storm Water Maintenance $ 536,835 $ 773,935 $ 237,100 HERO Center Operations 406,100 497,461 91,361 COVID 19 Pandemic Relief - 2,826,787 2,826,787 F. Deposits and Investments Cash and investments include balances from all funds and are pooled and invested to the extent available in authorized investments. Earnings from investments are allocated to the individual funds on the basis of the fund's equity in the cash and investment pool. The City provides temporary advances to funds that have insufficient cash balances by means of an advance from another fund shown as interfund receivables in the advancing fund, and an interfund payable in the fund with the deficit, until adequate resources are received. Investments are stated at fair value, based upon quoted market prices as of the balance sheet date. Certain investments for the City are reported at fair value as disclosed in Note 2. The City categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles. The Hierarchy is based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; Level 3 inputs are significant unobservable inputs. For purposes of the statement of cash flows for the proprietary funds, cash equivalents are considered to be all highly liquid investments with a maturity of three months or less when purchased. All of the cash and investments allocated to the proprietary funds have original maturities of 90 days or less. Therefore, the entire balances in such funds are considered cash equivalents. City of Cottage Grove Notes to Financial Statements NOTE 1— SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) G. Receivables and Payables During operations, numerous transactions occur between individual funds for goods provided or services rendered. Short-term interfund loans are classified as "interfund receivables/payables." All short-term interfund receivables and payables at December 31, 2020, are planned to be eliminated in 2020. Long- term interfund loans are classified as "interfund loans receivable/payable." Any residual balances outstanding between the governmental activities and business -type activities are reported in the government -wide financial statements as "internal balances." Property taxes, special assessments, and ambulance receivables have been reported net of estimated uncollectible accounts (see Note 1 H, I and L). Because utility bills are considered liens on property, no estimated uncollectible amounts are established. Uncollectible amounts are not material for other receivables and have not been reported. H. Property Tax Revenue Recognition The City Council annually adopts a tax levy and certifies it to the County in December (levy/assessment date) of each year for collection in the following year. The County is responsible for billing and collecting all property taxes for itself, the City, the local school district, and other taxing authorities. 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 property owners) on May 15 and October 15 of each calendar year. Personal property taxes are payable by taxpayers on February 28 and June 30 of each year. These taxes are collected by the County and remitted to the City on or before July 7 and December 2 of the same year. Delinquent collections for November and December are received the following January. The City has no ability to enforce payment of property taxes by property owners; the County possesses this authority. Government -wide Financial Statements The City recognizes property tax revenue in the period for which the taxes were levied. Uncollectible property taxes are not material and have not been reported. Governmental Fund Financial Statements The City recognizes property tax revenue when it becomes both measurable and available to finance expenditures of the current period. In practice, current and delinquent taxes received by the City in July, December and January are recognized as revenue for the current year. Taxes collected by the County by December 31 (remitted to the City following January) and taxes and credits not received at year-end are classified as delinquent and due from County taxes receivable. The portion of delinquent taxes not collected by the City in January is fully offset by deferred inflows of resources because they are not available to finance current expenditures. I. Special Assessment Revenue Recognition Special Assessments are levied against benefited properties for the cost or a portion of the cost of special assessment improvement projects in accordance with State Statutes. These assessments are collectible by the City over a term of years usually consistent with the term of the related bond issue. Collection of annual installments (including interest) is handled by the County Auditor in the same manner as property taxes. Property owners are allowed to (and often do) prepay future installments without interest or prepayment penalties. 50 City of Cottage Grove Notes to Financial Statements NOTE 1— SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) I. Special Assessment Revenue Recognition (Continued) Once a special assessment roll is adopted, the amount attributed to each parcel is a lien upon that property until full payment is made or the amount is determined to be excessive by the City Council or court action. If special assessments are allowed to go delinquent, the property is subject to tax forfeit sale. Proceeds of sales from tax forfeited properties are allocated first to the County's cost of administering all tax forfeit properties. Pursuant to State Statues, a property shall be subject to a tax forfeit sale after three years unless it is homesteaded, agricultural or seasonal recreational land in which event the property is subject to such sale after five years. Government -Wide Financial Statements The City recognizes special assessment revenue in the period that the assessment roll was adopted by the City Council. Uncollectible special assessments are not material and have not been reported. Governmental Fund Financial Statements Revenue from special assessments is recognized by the City when it becomes measurable and available to finance expenditures of the current fiscal period. In practice, current and delinquent special assessments received by the City are recognized as revenue for the current year. Special assessments that are collected by the County by December 31 (remitted to the City the following January) are also recognized as revenue for the current year. All remaining delinquent, deferred and special deferred assessments receivable in governmental funds are completely offset by deferred inflows of resources. J. Inventories Inventories are stated at cost, which approximates market, using the first -in, first -out (FIFO) method and consist of items for resale, expendable supplies, and vehicle repair parts. The cost of such inventories is recorded as expenditures/expenses when consumed rather than when purchased in both government - wide and fund financial statements. K. Prepaid Items 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. The cost of prepaid items are recorded as expenditures/expenses when consumed rather than when purchased. L. Allowance for Uncollectible The City directly bills for individuals for ambulance services. The City reserves an amount as uncollectible based on historical collection rates. The amounts of the estimated uncollectible ambulance billings to individuals as of December 31, 2020, were $321,700. M. Properties Held for Resale Property is acquired by the City for redevelopment purposes and subsequent resale. Properties held for resale is reported as an asset at the lower of cost or estimated fair value. Fair value estimates have been based on estimated realizable sales proceeds net of selling expenses. 51 City of Cottage Grove Notes to Financial Statements NOTE 1— SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) N. Capital Assets Capital assets, which include property, plant, equipment and infrastructure assets (e.g., roads, bridges, sidewalks, and similar items), are reported in the applicable government or business -type activities columns in the government -wide financial statements. Infrastructure assets have been capitalized retroactively to 1980. Capital assets are defined by the government as assets with an initial, individual cost of more than $5,000 (amount not rounded) and an estimated useful life more than one year. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at acquisition value at the date of donation. The costs of normal maintenance and repair which do not add to the value of the asset or materially extend assets lives are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest incurred during the construction phase of capital assets of business -type activities is included as part of the capitalized value of the assets constructed. For the year ended December 31, 2020, no interest was capitalized in connection with construction in progress. Capital assets not being depreciated include land, easements and construction in progress. Property, plant and equipment of the primary government, as well as the component units, is depreciated using the straight-line method over the following estimated useful lives: Assets Years Buildings and improvements 20-50 Equipment and furniture 3-10 Machinery and equipment 5-20 Other improvements 5-20 Streets 50 Storm sewers 50 Sidewalks 50 Trails 20 Street lights 50 Water and sewer lines 50 Capital assets of the water and sewer utility operations include the water distribution system and sewage collection system. These systems have been wholly (or substantially) financed by non -operating funds (special assessments, general taxes, federal and state grants, and other sources) and contributed to the sewer and water operating funds. City policy is to finance these assets by the sources indicated rather than by user charges. Accordingly, the water and sewer user rates are not established at levels sufficient to cover depreciation on these assets. 52 City of Cottage Grove Notes to Financial Statements NOTE 1— SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) O. Deferred Outflows and Inflows of Resources In addition to liabilities, the statement of financial position and Fund Financial statements will sometimes report a separate section for deferred inflows of resources. This separate financial statement element represents an acquisition of net position that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The City presents deferred inflows of resources on the Governmental Fund Balance Sheet as unavailable revenues. These amounts are deferred and recognized as an inflow of resources in the period that the amounts became available. The City presents deferred inflows of resources on the Statements of Net Position for amounts related to pensions and OPEB. In addition to assets, the statements of financial position will sometimes report a separate section for deferred outflows of resources. This separate financial statement element represents a consumption of net position that applies to future period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until that time. The City presents deferred outflows of resources on the Statements of Net Position for amounts related to pensions and OPEB. P. Compensated Absences It is the City's policy to permit employees to accumulate earned but unused annual leave benefits Under the City's personnel policies and collective bargaining agreements, city employees are granted annual leave benefits in varying amounts based on length of service. Annual Leave accruals vary from 18 to 26 days per year. As benefits accrue to employees, the accumulated leave amounts are reported as an expense and liability in the proprietary fund financial statements. A liability for these amounts is reported in governmental funds only if they have matured, for example, as a result of employee resignations and retirements. In accordance with the provisions of GASB 16, Accounting for Compensated Absences, no liability is recorded for non -vesting accumulating rights to receive accumulated leave benefits. However, a liability is recognized for that portion of accumulating leave benefits that is vested as severance pay. Q. Long -Term Obligations In the government -wide financial statements and proprietary fund types in the fund financial statements, long-term debt, and other long-term obligations are reported as liabilities in the applicable governmental activities, business -type activities, or proprietary fund type Statement of Net Position. Bond premiums are deferred and amortized over the life of the bonds. R. 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. 53 City of Cottage Grove Notes to Financial Statements NOTE 1— SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) S. Fund Balance 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 — Amounts that cannot be spent because they are not in spendable form, such as prepaid items and inventory. Restricted — Amounts related to externally imposed constraints established by creditors, grantors, or contributors; or constraints imposed by state statutory provisions. Committed — Amounts constrained for specific purposes that are internal imposed by formal action (resolution) of the City Council. Committed amounts cannot be used for any other purpose unless the Council modifies or rescinds the commitment by resolution. Assigned — Amounts constrained for specific purposes that are internally imposed. The Council has adopted a fund balance policy which delegates the authority to assign fund balances to the City Administrator and/or Finance Director. Unassigned — The residual classification for the General fund and also negative residual amounts in other funds. The City considers restricted amounts to be spent first when both restricted and unrestricted fund balance is available. Additionally, the City would first use committed, then assigned, and lastly unassigned amounts of unrestricted fund balance when expenditures are made. The City formally adopted a fund balance policy for the General Fund. The policy establishes an unassigned fund balance range of no less than 55% of the subsequent year's budgeted expenditures to provide sufficient working capital and margin of safety to address local emergencies without borrowing. T. Net Position Net position represents the difference between assets and deferred outflows of resources; and liabilities and deferred inflows of resources in the government -wide financial statements. Net investment 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 statement when there are limitations on use through external restrictions imposed by creditors, grantors, or laws or regulations of other governments. U. Interfund Transactions Interfund services provided and used are accounted for as revenues, expenditures or expenses. Transactions that constitute reimbursements to a fund for expenditures/expenses initially made from it are properly applicable to another fund, are recorded as expenditures/expenses in the reimbursing fund and as reductions of expenditures/expenses in the fund that is reimbursed. Interfund loans are reported as an interfund loan receivable or payable which offsets the movement of cash between funds. All other interfund transactions are reported as transfers. 54 City of Cottage Grove Notes to Financial Statements NOTE 1— SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) V. Use of Estimates The preparation of financial statements in accordance with U.S. generally accepted accounting principles (GAAP) requires management to make estimates that affect the amounts reported in the financial statements during the reporting period. Actual results could differ from such estimates. W. Comparative Data Summarized comparative data for the previous year has been presented only for certain sections of the accompanying financial statements in order to provide an understanding of the changes in the City's financial position and operations. Certain reclassifications have been made to prior year data to conform to the current year presentation. The reclassifications had no effect on the change in net position or total net position as previously reported. NOTE 2 — DEPOSITS AND INVESTMENTS A. Deposits The City maintains a cash and investment pool that is available for use by all funds. Each fund type's portion of this pool is displayed on the statement of net position and balance sheets as "Cash and Investments." Custodial Credit Risk — Custodial credit risk for deposits is the risk that in the event of a bank failure, the City will not be able to recover its deposits. Neither the City nor the Cottage Grove Economic Development Authority, a discretely presented component unit, has a deposit policy for custodial credit risk — deposits beyond the requirements of state statutes. As of December 31, 2020, all of the deposits were insured or collateralized by securities held by the City or its agent in the City's name. In accordance with Minnesota Statutes, the City maintains deposits at financial institutions which are authorized by the City Council. Minnesota Statutes require that all 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 corporate surety bonds. Authorized collateral includes: U.S. government treasury bills, notes, or bonds; issues of a U.S. government agency; general obligations of a state or local government rated "A" or better; revenue obligations of a state or local government rated "AA" or better; irrevocable standby letter of credit issued by a Federal Home Loan Bank; and time deposits insured by a federal agency. Minnesota Statutes require securities pledged as collateral be held in safekeeping in a restricted account at the Federal Reserve Bank or at an account at a trust department of a commercial bank or other financial institution not owned or controlled by the depository. B. Investments Minnesota Statutes and the City's investment policy authorize the City to invest in the following: a) Direct obligations or obligations guaranteed by the United States or its agencies, its instrumentalities or organizations created by an act of congress, excluding mortgage -backed securities defined as high risk. 55 City of Cottage Grove Notes to Financial Statements NOTE 2 — DEPOSITS AND INVESTMENTS (CONTINUED) B. Investments (Continued) b) General Obligations of the State of Minnesota or any of its municipalities as follow: 1) General obligation of any state or local government with taxing powers which is rated "A" or better by a national bond rating service; 2) Revenue obligation of any state or local government with taxing powers which is rated "AA" or better by a national bond rating service; and 3) General obligation of the Minnesota Housing Finance Agency rated "A" or better by a national bond rating agency. c) Bankers' acceptance of United States banks eligible for purchase by the Federal Reserve System. d) Commercial paper of the highest quality (Al, PI), and maturing in 270 days or less. e) Repurchase agreements from national or state 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. f) Certificates of Deposit collateralized by FDIC or FSLIC insurance. Deposits exceeding $250,000 insurance shall be covered by a surety bond or collateralized with U.S. Treasury or agency securities computed at fair value which shall be at least 10% more than the amount of each deposit in excess of the insured portions. All collateral shall be assigned to the City from the depository. g) Shares of mutual funds holdings pursuant to Minnesota Statute 118A.04. The City participates in the Minnesota Municipal Money Market Fund (4M Fund) whereby, the fair value of the position in the pool is the same as the value of the pool shares owned. Interest rate risk — Interest rate risk is the risk that changes in interest rates will adversely affect the fair value of an investment. The City's formal investment policy limits investment maturities as a means of managing its exposure to fair value losses arising from increasing interest rates. The policy also states that no more than 25% of total investments should extend beyond five years and in no circumstance should any extend beyond ten years. Investment Maturities Credit Risk Fair Less than Investment Type Value One Year 1-5 Years 6-10 Years Rating Agency U.S. Agencies Federal Home Loan Bank - FHLB $ 1,014,430 $ - $ 1,014,430 $ AA+/Aaa S&P/Moody's Freddie Mac - FHLMC 2,503,805 1,000,150 1,503,655 AA+/Aaa S&P/Moody's Federal Farm Credit Bank 4,449,819 2,999,040 1,450,779 AA+/Aaa S&P/Moody's Federal National Mortgage Association - FNMA 4,009,669 1,000,030 3,009,639 NR N/A US Treasury 2,007,200 1,001,730 1,005,470 NR/Aaa S&P/Moody's Municipal Obligations 11,958,733 175,649 11,783,084 AA+/Aaa S&P/Moody's Pooled Money Markets 4,892,144 4,892,144 - NR N/A Negotiable CD's 11,928,734 7,653,434 4,275,300 NR N/A Total Pooled Investments 42,764,534 $ 18,722,177 $ 24,042,357 $ Deposits 7,820,858 Petty Cash and Change 15,421 Total Cash and Investments $ 50,600,813 City of Cottage Grove Notes to Financial Statements NOTE 2 — DEPOSITS AND INVESTMENTS (CONTINUED) B. Investments (Continued) Custodial Credit Risk — For an investment, custodial credit risk is the risk that, in the event of failure of the depository financial institution, the City will not be able to recover the value of its investment or collateral securities that are in the possession of an outside parry. The City has no custodial credit risk for its investments since all the City's investments held in safekeeping by U.S. Trust in the City's name are insured and registered. Credit Risk — Credit risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. As indicated previously, Minnesota Statute requires Commercial paper to be of the highest quality (A1, P1) and municipal general obligations need an "A" rating or better. Concentration of Credit Risk — The City's investment policy places no limit on the amount that may be invested in any one issuer. The following is a list of investments by issuer which individually comprise more than 5% of the City's total investments: Type Federal National Mortgage Association - FNMA Freddie Mac - FHLMC Federal Farm Credit Bank Fair Value Percent $ 4,009,669 9% 2,503,805 6% 4,449,819 10% The City has the following recurring fair value measurements as of December 31, 2020: • $2,007,200 of $42,764,532 are valued using quoted market prices (Level 1 inputs). • $40,757,332 of $42,764,532 are valued using a matrix pricing model (Level 2 inputs). 57 City of Cottage Grove Notes to Financial Statements NOTE 3 — CAPITAL ASSETS Capital asset activity for the year ended December 31, 2020, was as follows: Primary Government Governmental activities Capital assets not being depreciated Land Permanent easements Construction in progress Total capital assets not being depreciated Capital assets being depreciated Buildings and improvements Equipment and furniture Machinery and equipment Other improvements Infrastructure Streets Storm sewers Sidewalks/trails Total capital assets being depreciated Less accumulated depreciation for Buildings and improvements Equipment and furniture Machinery and equipment Other improvements Infrastructure Streets Storm sewers Sidewalks/trails Total accumulated depreciation Total capital assets being depreciated, net Governmental activities capital assets, net Beginning Ending $ 18,105,944 $ - $ - $ 18,105,944 1,157,202 - - 1,157,202 20,352,945 25,154,647 32,751,335 12,756,257 39,616,091 25,154,647 32,751,335 32,019,403 43,885,150 19,798,244 - 63,683,394 1,172,718 298,485 45,752 1,425,451 13,558,442 1,854,499 349,657 15,063,284 8,510,164 445,336 - 8,955,500 134,439,396 9,059,520 - 143,498,916 38,675,668 3,622,619 - 42,298,287 7,012,663 813,463 - 7,826,126 247,254,201 35,892,166 395,409 282,750,958 14,350,501 1,442,299 - 15,792,800 1,071,787 112,185 23,932 1,160,040 7,769,096 877,376 236,462 8,410,010 3,995,506 313,859 - 4,309,365 30,685,712 2,768,872 - 33,454,584 9,130,065 807,932 - 9,937,997 2,120,051 161,091 - 2,281,142 69,122,718 6,483,614 260,394 75,345,938 178,131,483 29,408,552 135,015 207,405,020 $ 217,747,574 $ 54,563,199 $ 32,886,350 $ 239,424,423 City of Cottage Grove Notes to Financial Statements NOTE 3 — CAPITAL ASSETS (CONTINUED) Primary Government Business -type activities Capital assets not being depreciated Land Capital assets being depreciated Land improvements Buildings and improvements Machinery and equipment Other improvements Water and sewer lines Total capital assets being depreciated Less accumulated depreciation for Land improvements Buildings and improvements Machinery and equipment Other improvements Water and sewer lines Total accumulated depreciation Total capital assets being depreciated, net Business -type activities capital assets, net Beginning Ending Balance Increases Decreases Balance $ 479,785 $ - $ - $ 479,785 39,803 - - 39,803 6,272,428 1,344,422 - 7,616,850 2,325,897 147,504 10,302 2,463,099 9,155,623 603,250 - 9,758,873 82,108,173 5,062,396 - 87,170,569 99,901,924 7,157,572 10,302 107,049,194 13,128 795 - 13,923 2,892,614 257,234 - 3,149,848 1,511,481 131,019 10,302 1,632,198 3,076,312 194,847 - 3,271,159 22,514,640 1,538,326 - 24,052,966 30,008,175 2,122,221 10,302 32,120,094 69,893,749 5,035,351 - 74,929,100 $ 70,373,534 $ 5,035,351 $ - $ 75,408,885 Depreciation expense was charged to functions/programs of the City as follows: Governmental activities General government Economic development Public safety Public works Culture and recreation Total depreciation expense - governmental activities Business -type activities Street lights Cottage Grove EMS Water operating Sewer operating Total depreciation expense - business -type activities $ 162,326 44,675 1,170,532 4,138,867 967,214 $ 6,483,614 $ 206,857 80,233 1,231,191 603,940 $ 2,122,221 59 City of Cottage Grove Notes to Financial Statements NOTE 4 — LONG-TERM DEBT A. General Obligation Debt The City issues general obligation bonds to provide funds for the acquisition and construction of major capital improvements. The City issues special assessment bonds to finance various improvements and will be repaid primarily from special assessments levied on the properties benefiting from the improvements. The reporting entity's long-term debt is segregated between the amounts to be repaid from governmental activities and amounts to be repaid from business -type activities. As of December 31, 2020, the governmental long-term debt of the financial reporting entity consisted of the following: Interest Issue Rate Date Final Original Principal Maturity Issue Outstanding Primary government: Governmental Activities General Obligation Tax Increment Bonds G.O. Tax Increment Bonds of 2004A 3.00-4.65% 7/l/2004 2/l/2024 $ 1,405,000 $ 885,000 G.O. Tax Increment Refunding Bonds of 2014A 2.00-2.50% 5/29/2014 2/1/2021 1,405,000 200,000 Total General Obligation Tax Increment Bonds 2,810,000 1,085,000 General Obligation Capital Improvement Bonds G.O. CIP Bonds of2017A 2.50-3.25% 5/11/2017 2/l/2038 9,155,000 8,455,000 G.O. CIP Bonds of 2019A 3.00-4.00% 2/14/2019 2/l/2040 4,090,000 4,090,000 Total General Obligation Capital Improvement Bonds 13,245,000 12,545,000 G.O. Refunding Bonds of 2016A Equipment Certificate 2019B Special Assessment Bonds with Government Commitment G.O. Improvement Bonds of 2012A G.O. Improvement Bonds of 2013A G.O. Improvement Bonds of 2015A G.O. Improvement Bonds of 2016B G.O. Improvement Bonds of 2018A Total Special Assessment Bonds Bond premium Total Governmental Activities Bonds Compensated absences payable Total - governmental activities Business Type Activities Compensated absences payable Total - primary government Component Unit - EDA Compensated absences payable Total indebtedness - component unit 2.00-3.00% 1/28/2016 2/l/2027 4,660,000 3.00% 2/14/2019 2/l/2029 2,845,000 0.30-2.20% 3/13/2012 3.00-3.50% 9/26/2013 2.50-3.00% 5/27/2015 2.00-2.10% 11/16/2016 3.00% 6/26/2018 2/l/2027 1,865,000 2/l/2029 7,345,000 2/1/2031 5,700,000 2/1/2033 4,275,000 2/l/2035 7,620,000 26,805,000 50,365,000 2,550,000 2,595,000 890,000 4,840,000 4,305,000 3,575,000 7,620,000 21,230,000 1,036,364 41,041,364 1,073,065 $ 50,365,000 42,114,429 147,292 $ 42,261,721 $ 10,145 zu City of Cottage Grove Notes to Financial Statements NOTE 4 - LONG-TERM DEBT (CONTINUED) B. Minimum Debt Payments Annual debt service requirements to maturity for general obligation bonds are as follows: Year Ending December 31, 2021 2022 2023 2024 Total Year Ending December 31, 2021 2022 2023 2024 2025 2026-2030 2031-2035 Total Year Ending December 31, 2021 2022 2023 2024 2025 2026-2027 Total Tax Increment Bonds Governmental Activities Principal Interest Total $ 265,000 $ 41,540 $ 306,540 255,000 31,872 286,872 275,000 19,810 294,810 290,000 6,743 296,743 $ 1,085,000 $ 99,965 $ 1,184,965 Principal Special Assessment Bonds Governmental Activities Interest Total $ 1,655,000 $ 569,088 $ 2,224,088 1,685,000 523,525 2,208,525 1,740,000 476,605 2,216,605 1,775,000 428,240 2,203,240 1,810,000 378,645 2,188,645 8,540,000 1,136,686 9,676,686 4,025,000 248,390 4,273,390 $ 21,230,000 $ 3,761,179 $ 24,991,179 G.O. Refunding Bonds Governmental Activities Principal Interest Total $ 340,000 $ 60,000 $ 400,000 350,000 49,650 399,650 355,000 39,075 394,075 365,000 28,275 393,275 375,000 19,050 394,050 765,000 15,350 780,350 $ 2,550,000 $ 211,400 $ 2,761,400 61 City of Cottage Grove Notes to Financial Statements NOTE 4 - LONG-TERM DEBT (CONTINUED) B. Minimum Debt Payments (Continued) Year Ending December 31, 2021 2022 2023 2024 2025 2026-2030 2031-2035 2036-2040 Total Year Ending December 31, 2021 2022 2023 2024 2025 2026-2029 Total G.O. CIP Bonds Governmental Activities Principal Interest Total $ 510,000 $ 374,783 $ 884,783 525,000 357,784 882,784 545,000 340,209 885,209 560,000 322,059 882,059 580,000 303,309 883,309 3,180,000 1,238,794 4,418,794 3,645,000 755,964 4,400,964 3,000,000 191,633 3,191,633 $ 12,545,000 $ 3,884,535 $ 16,429,535 Equipment Certificates Governmental Activities Principal Interest Total $ 255,000 $ 74,025 $ 329,025 265,000 66,225 331,225 270,000 58,200 328,200 280,000 49,950 329,950 285,000 41,475 326,475 1,240,000 75,900 1,315,900 $ 2,595,000 $ 365,775 $ 2,960,775 62 City of Cottage Grove Notes to Financial Statements NOTE 4 — LONG-TERM DEBT (CONTINUED) C. Changes in Long -Term Liabilities Primary Government Governmental activities Bonds payable General obligation bonds Special assessment bonds Equipment certificate Bond premiums Total bonds payable Beginning Balance Additions Retirements Ending Due Within Balance One Year $ 17,140,000 $ - $ 960,000 $ 16,180,000 22,455,000 - 1,225,000 21,230,000 2,845,000 - 250,000 2,595,000 1,136,327 - 99,963 1,036,364 43,576,327 - 2,534,963 41,041,364 $ 1,115,000 1,655,000 255,000 3,UL:),000 Compensated absences payable 982,917 1,026,299 936,151 1,073,065 821,864 Total governmental activities 44,559,244 1,026,299 3,471,114 42,114,429 3,846,864 Business -type activities Compensated absences payable 109,168 189,213 151,089 147,292 117,583 Total primary government $ 44,668,412 $ 1,215,512 $ 3,622,203 $ 42,261,721 $ 3,964,447 Component Unit Economic Development Authority Compensated absences payable $ 8,705 $ 11,544 $ 10,104 $ 10,145 $ 10,145 For the governmental activities, compensated absences are generally liquidated by the General Fund. All long-term bonded indebtedness outstanding at December 31, 2020, is backed by the full faith and credit of the City, including special assessment and revenue bond issues. Delinquent assessments receivable at December 31, 2020, totaled $21,532. NOTE 5 — PENSION PLANS The City participates in various pension plans. Total pension expense for the year ended December 31, 2020, was $1,318,410. The components of pension expense are noted in the following plan summaries. The General Fund and Water Operating, Sewer Operating, Street Light, Cottage Grove EMS and Internal Service Funds typically liquidate the liability related to pensions. Public Employees' Retirement Association A. Plan Description General Employees Retirement Plan 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. 63 City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Public Employees' Retirement Association (Continued) A. Plan Description (Continued) General Employees Retirement Plan (Continued) All full-time and certain part-time employees of the City are covered by the General Employees Plan. General Employees Plan members belong to the Coordinated Plan. Coordinated Plan members are covered by Social Security. Public Employees Police and Fire Plan The Police and Fire Plan, 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 Police and Fire Plan also covers police officers and firefighters belonging to a local relief association that elected to merge with and transfer assets and administration to PERA. B. 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. 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. General Employees Plan Benefits General Employees Plan benefits are based on a member's highest average salary for any 5 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 Plan members. Members hired prior to July 1, 1989, receive the higher of Method 1 or Method 2 formulas. Only Method 2 is used for members hired after June 30, 1989. Under Method 1, the accrual rate for a Coordinated members is 1.2% for each of the first 10 years of service and 1.7% for each additional year. Under Method 2, the accrual rate for Coordinated members is 1.7% for all years 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. Benefit increases are provided to benefit recipients each January. Beginning in 2019, the postretirement increase is equal to 50% of the cost -of -living adjustment (COLA) announced by the SSA, with a minimum increase of at least 1% and a maximum of 1.5%. Recipients that have been receiving the annuity or benefit for at least a full year as of the June 30 before the effective date of the increase will receive the full increase. For recipients receiving the annuity or benefit for at least one month but less than a full year as of the June 30 before the effective date of the increase will receive a reduced prorated increase. For members retiring on January 1, 2024, or later, the increase will be delayed until normal retirement age (age 65 if hired prior to July 1, 1989, or age 66 for individuals hired on or after July 1, 1989). Members retiring under Rule of 90 are exempt from the delay to normal retirement. K City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Public Employees' Retirement Association (Continued) B. Benefits Provided (Continued) Police and Fire Plan Benefits Benefits for the Police and Fire Plan 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 10 years of credited service. Benefits for Police and Fire Plan members first hired after June 30, 2014, vest on a prorated basis from 50% after 10 years up to 100% after 20 years of credited service. The annuity accrual rate is 3% of average salary for each year of service. For Police and Fire Plan members who were first hired prior to July 1, 1989, a full annuity is available when age plus years of service equal at least 90. Benefit increases are provided to benefit recipients each January. Beginning in 2019, the postretirement increase was fixed at 1%. Recipients that have been receiving the annuity or benefit for at least 36 months as of the June 30 before the effective date of the increase will receive the full increase. For recipients receiving the annuity or benefit for at least 25 months but less than 36 months as of the June 30 before the effective date of the increase will receive a reduced prorated increase. C. Contributions Minnesota Statutes Chapter 353 sets the rates for employer and employee contributions. Contribution rates can only be modified by the state Legislature. General Employees Plan Contributions Coordinated Plan members were required to contribute 6.5% of their annual covered salary in fiscal year 2020 and the City was required to contribute 7.5% for Coordinated Plan members. The City's contributions to the General Employees Fund for the year ended December 31, 2020, were $539,417. The City's contributions were equal to the required contributions as set by state statute. Police and Fire Fund Contributions Police and Fire member's contribution rates increased from 11.3% of pay to 11.8% and employer rates increased from 16.95% to 17.7% on January 1, 2020. The City's contributions to the Police and Fire Fund for the year ended December 31, 2020, were $998,722. The City's contributions were equal to the required contributions as set by state statute. 65 City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Public Employees' Retirement Association (Continued) D. Pension Costs General Employees Fund Pension Costs At December 31, 2020, the City reported a liability of $5,797,607 for its proportionate share of the General Employees Fund's net pension liability. The City's net pension liability reflected a reduction due to the State of Minnesota's contribution of $16 million. The State of Minnesota is considered a non - employer contributing entity and the State's contribution meets the definition of a special funding situation. The State of Minnesota's proportionate share of the net pension liability associated with the City totaled $178,810. The net pension liability was measured as of June 30, 2020, 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 proportionate share 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, 2019, through June 30, 2020, relative to the total employer contributions received from all of PERA's participating employers. The City's proportionate share was 0.0967% at the end of the measurement period and 0.0926% for the beginning of the period. City's proportionate share of the net pension liability $ 5,797,607 State of Minnesota's proportionate share of the net pension liability associated with the City 178,810 Total $ 5,976,417 For the year ended December 31, 2020, the City recognized pension expense of $412,653 for its proportionate share of General Employees Plan's pension expense. Included in the amount, the City recognized $15,562 as pension expense (and grant revenue) for its proportionate share of the State of Minnesota's contribution of $16 million to the General Employees Fund. .: City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Public Employees' Retirement Association (Continued) D. Pension Costs (Continued) General Employees Fund Pension Costs (Continued) At December 31, 2020, the City reported its proportionate share of the General Employees Plan's deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Differences between expected and actual economic experience Changes in actuarial assumptions Net collective difference between projected and actual investment earnings Changes in proportion Contributions paid to PERA subsequent to the measurement date Total Deferred Outflows of Resources $ 50,643 126,877 245,021 269,709 Deferred Inflows of Resources $ 21,934 210,509 30,512 $ 692,250 $ 262,955 The $269,709 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, 2021. Other amounts reported as deferred outflows and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Year Ending December 31, 2021 2022 2023 2024 Total Pension Expense Amount $ (186,281) 39,263 166,531 140,073 $ 159,586 67 City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Public Employees' Retirement Association (Continued) D. Pension Costs (Continued) Police and Fire Fund Pension Costs At December 31, 2020, the City reported a liability of $6,247,059 for its proportionate share of the Police and Fire Fund's net pension liability. The net pension liability was measured as of June 30, 2020, 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 proportionate share 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, 2019, through June 30, 2020, relative to the total employer contributions received from all of PERA's participating employers. At June 30, 2020, the City's proportionate share was 0.4772% at the end of the measurement period and 0.4716% for the beginning of the period. The State of Minnesota also contributed $13.5 million to the Police and Fire Fund in the plan fiscal year ended June 30, 2020. The contribution consisted of $4.5 million in direct state aid that does meet the definition of a special funding situation and $9 million in fire state aid that does not meet the definition of a special funding situation. The $4.5 million direct state aid was paid on October 1, 2019. Thereafter, by October 1 of each year, the State will pay $9 million to the Police and Fire Fund until full funding is reached or July 1, 2048, whichever is earlier. The $9 million in fire state aid will continue until the fund is 90% funded, or until the State Patrol Plan (administered by the Minnesota State Retirement System) is 90% funded, whichever occurs later. As a result, the State of Minnesota is included as a non -employer contributing entity in the Police and Fire Retirement Plan Schedule of Employer Allocations and Schedule of Pension Amounts by Employer, Current Reporting Period Only (pension allocation schedules) for the $4.5 million in direct state aid. Police and Fire Plan employers need to recognize their proportionate share of the State of Minnesota's pension expense (and grant revenue) under GASB 68 special funding situation accounting and financial reporting requirements. For the year ended December 31, 2020, the City recognized pension expense of $959,111 for its proportionate share of the Police and Fire Plan's pension expense. Included in this amount, the City recognized $45,585 as pension expense (and grant revenue) for its proportionate share of the State of Minnesota's contribution of $4.5 million to the Police and Fire Fund. The State of Minnesota is not included as a non -employer contributing entity in the Police and Fire Pension Plan pension allocation schedules for the $9 million in fire state aid. The City also recognized $148,169 for the year ended December 31, 2020, as revenue and an offsetting reduction of the net pension liability for its proportionate share of the State of Minnesota's on -behalf contributions to the Police and Fire Fund. City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Public Employees' Retirement Association (Continued) D. Pension Costs (Continued) Police and Fire Fund Pension Costs (Continued) At December 31, 2020, the City reported its proportionate share of the Police and Fire Plan's deferred outflows of resources and deferred inflows of resources related to pensions from the sources shown below. Differences between expected and actual economic experience Changes in actuarial assumptions Net collective difference between projected and actual investment earnings Change in proportion Contributions paid to PERA subsequent to the measurement date Total Deferred Deferred Outflows of Inflows of Resources Resources $ 270,459 $ 278,543 1,965,676 3,617,477 249,875 - 302,093 93,640 430,449 - $ 3,218,552 $ 3,989,660 The $430,449 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, 2021. Other amounts reported as deferred outflows and inflows of resources related to pensions from the following sources: Year Ending December 31, 2021 2022 2023 2024 2025 Total Pension Expense Amount $ (317,794) (1,556,632) 352,207 306,297 14,365 $ (1,201,557) •' City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Public Employees' Retirement Association (Continued) E. Actuarial Assumptions The total pension liability in the June 30, 2020, actuarial valuation was determined using an individual entry -age normal actuarial cost method and the following actuarial assumptions: General Employees Fund Police and Fire Fund Inflation 2.25 % Per Year 2.50 % Per year Salary increase 3.00 % Per Year 3.25 % Per year Investment rate of return 7.50 % 7.50 % Salary increases were based on a service -related table. Mortality rates for active members, retirees, survivors, and disabilitants for all plans were based on RP 2014 tables for males or females, as appropriate, with slight adjustments to fit PERA's experience. Cost of living benefit increases after retirement for retirees are assumed to be 1.25% per year for the General Employees Plan and 1.0% per year for the Police and Fire Plan. Actuarial assumptions used in the June 30, 2020 valuation were based on the results of actuarial experience studies. The most recent four-year experience study in the General Employees Plan was completed in 2019. The assumption changes were adopted by the Board and became effective with the July 1, 2020, actuarial valuation. The most recent four-year experience study for Police and Fire Plan was completed in 2020. The recommended assumptions for that plan was adopted by the Board and will be effective with the July 1, 2021, actual valuation if approved by the Legislature. The following changes in actuarial assumptions occurred in 2020: General Employees Fund Changes in Actuarial Assumptions: • The price inflation assumption was decreased from 2.5% to 2.25%. • The payroll growth assumption was decreased from 3.25% to 3.0%. • Assumed salary increase rates were changed as recommended in the June 30, 2019, experience study. The net effect is assumed rates that average 0.25% less than previous rates. • Assumed rates of retirement were changed as recommended in the June 30, 2019, experience study. The changes result in more unreduced (normal) retirements and slightly fewer Rule of 90 and early retirements. • Assumed rates of termination were changed as recommended in the June 30, 2019, experience study. The new rates are based on service and are generally lower than the previous rates for years 2-5 and slightly higher thereafter. • Assumed rates of disability were changed as recommended in the June 30, 2019, experience study. The change results in fewer predicted disability retirements for males and females. 70 City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Public Employees' Retirement Association (Continued) E. Actuarial Assumptions (Continued) General Employees Fund (Continued) Changes in Actuarial Assumptions: (Continued) • The base mortality table for healthy annuitants and employees was changed from the RP-2014 table to the Pub-2010 General Mortality table, with adjustments. The base mortality table for disabled annuitants was changed from the RP-2014 disabled annuitant mortality table to the Pub-2010 General/Teacher disabled annuitant mortality table, with adjustments. • The mortality improvement scale was changed from Scale MP-2018 to Scale MP-2019. • The assumed spouse age difference was changed from two years older for females to one year older. • The assumed number of married male new retirees electing the 100% Joint and Survivor option changed from 35% to 45%. The assumed number of married female new retirees electing the 100% Joint and Survivor option changed from 15% to 30%. The corresponding number of married new retirees electing the Life annuity option was adjusted accordingly. Changes in Plan Provisions: • Augmentation for current privatized members was reduced to 2.0% for the period July 1, 2020 through December 31, 2023, and 0.0% thereafter. Augmentation was eliminated for privatizations occurring after June 30, 2020. Police and Fire Fund Changes in Actuarial Assumptions: • The mortality projection scale was changed from MP-2018 to MP-2019. Changes in Plan Provisions: • There have been no changes since the prior valuation. 71 City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Public Employees' Retirement Association (Continued) E. Actuarial Assumptions (Continued) The State Board of Investment, which manages the investments of PERA, prepares an analysis of the reasonableness on a regular basis of the long-term expected rate of return using a building-block method in which best -estimate ranges of expected future rates of return are 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 geometric real rates of return for each major asset class are summarized in the table on the following page. Asset Class Long -Term Target Expected Real Allocation Rate of Return Domestic stocks 35.5 % 5.10 % International stocks 17.5 5.30 Bonds (fixed income) 20.0 0.75 Alternative assets (private markets) 25.0 5.90 Cash 2.0 0.00 Total 100 % F. Discount Rate The discount rate used to measure the total pension liability in 2020 was 7.5%. The projection of cash flows used to determine the discount rate assumed that contributions from Plan members and employers will be made at rates set in Minnesota Statutes. Based on these assumptions, the fiduciary net positions of the General Employees Fund and the Police and Fire Fund were projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. 72 City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Public Employees' Retirement Association (Continued) G. 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: City's proportionate share of the General Employees Fund net pension liability City's proportionate share of the Police and Fire Fund 1 % Decrease in 1 % Increase in Discount Rate Discount Rate Discount Rate (6.5%) (7.5%) (8.5%) $ 9,291,553 1 % Decrease in Discount Rate $ 5,797,607 Discount Rate $ 2,915,382 1 % Increase in Discount Rate (6.5%) (7.5%) (8.5%) net pension liability $ 12,493,941 $ 6,247,059 $ 1,078,859 H. 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. Public Employees Defined Contribution Plan (Defined Contribution Plan) Three council members of the City of Cottage Grove are covered by the Defined Contribution Plan, a multiple -employer deferred compensation plan administered by PERA. The Defined Contribution Plan is a tax qualified plan under Section 401(a) of the Internal Revenue Code and all contributions by or on behalf of employees are tax deferred until time of withdrawal. 73 City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Public Employees Defined Contribution Plan (Defined Contribution Plan) (Continued) The defined contribution plan consists of individual accounts paying a lump -sum benefit. Plan benefits depend solely on amounts contributed to the plan plus investment earnings, less administrative expenses; therefore, there is no future liability to the City. Minnesota Statutes, Chapter 353D.03, specifies plan provisions, including the employee and employer contribution rates for those qualified personnel who elect to participate. An eligible elected official who decides to participate contributes 5% of salary which is matched by the elected official's employer. For ambulance service personnel, employer contributions are determined by the employer, and for salaried employees must be a fixed percentage of salary. Employer contributions for volunteer personnel may be a unit value for each call or period of alert duty. Employees who are paid for their services may elect to make member contributions in an amount not to exceed the employer share. Employer and employee contributions are combined and used to purchase shares in one or more of the seven accounts of the Minnesota Supplemental Investment Fund. For administering the plan, PERA receives 2% of employer contributions and twenty-five hundredths of 1% (.0025%) of the assets in each member's account annually. Pension expense for the year is equal to the contributions made. Total contributions made by the City during fiscal year 2020 were: Contribution Amount Employee Employer $ 1,360 $ 1,360 Percentage of Covered Payroll Employee Employer 5% 5% Defined Benefit Pension Plan — Volunteer Fire Relief Association Required Rate 5% A. Plan Description The City of Cottage Grove participates in the Statewide Volunteer Firefighter Retirement Plan (Volunteer Firefighter Plan accounted for in the Volunteer Firefighter Fund), an agent multiple - employer lump -sum defined benefit pension plan administered by the Public Employees Retirement Association of Minnesota (PERA). The Volunteer Firefighter Plan covers volunteer firefighters of municipal fire departments that have elected to join the plan. As of December 31, 2020, the plan covered 41 active firefighters and 21 vested terminated firefighters whose pension benefits are deferred. The plan is established and administered in accordance with Minnesota Statutes, Chapter 353G. B. Benefits Provided The Volunteer Firefighter Plan provides retirement, death, and supplemental benefits to covered firefighters and survivors. Benefits are paid based on the number of years of service multiplied by a benefit level approved by the City of Cottage Grove. Members are eligible for a lump -sum retirement benefit at 50 years of age with five years of service. Plan provisions include a pro -rated vesting schedule that increases from 5 years at 40% through 20 years at 100%. 74 City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Defined Benefit Pension Plan — Volunteer Fire Relief Association (Continued) C. Contributions The Volunteer Firefighter Plan is funded by fire state aid, investment earnings and, if necessary, employer contributions as specified in Minnesota Statutes. The State of Minnesota contributed $225,637 in fire state aid to the fund for the year ended December 31, 2020. Required employer contributions are calculated annually based on statutory provisions. The City of Cottage Grove's statutorily -required contributions to the Volunteer Firefighter Fund for the year ended December 31, 2020, were $0. D. Pension Costs At December 31, 2020, the City of Cottage Grove reported a net pension asset of $1,989,839 for the Volunteer Firefighter Fund. The net pension asset was measured as of December 31, 2020. The total pension liability used to calculate the net pension asset in accordance with GASB 68 was determined by PERA applying an actuarial formula to specific census data certified by the fire department as of December 31, 2020. The following table presents the changes in net pension liability during the year. Increase (Decrease) Net Pension Total Pension Plan Fiduciary Net Liability (Asset) Liability (a) Position (b) (a) - (b) Balances at January 1, 2020 $ 1,834,334 $ 3,207,149 $ (1,372,815) Changes for the year Service cost 108,515 - 108,515 Interest cost 111,351 - 111,351 Actuarial expenses (gains)/losses (160,794) - (160,794) State contributions - 225,637 (225,637) Projected investment return - 192,429 (192,429) Asset (gain)/loss - 260,048 (260,048) Benefit payments (174,000) (174,000) - Administrative expense - (2,018) 2,018 Net changes (114,928) 502,096 (617,024) Balances at December 31, 2020 $ 1,719,406 $ 3,709,245 $ (1,989,839) There were no benefit provision changes during the measurement period. 75 City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Defined Benefit Pension Plan — Volunteer Fire Relief Association (Continued) D. Pension Costs (Continued) For the year ended December 31, 2020 the City of Cottage Grove recognized pension expense of a negative $54,714. At December 31, 2020, the City of Cottage Grove reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Outflows of Inflows of Resources Resources Actuarial experience gain/loss $ - $ 128,635 Difference between projected and actual investment earnings - 208,038 Total $ - $ 336,673 Amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Year Ending December 31, 2021 2022 2023 2024 Total Pension Expense Amount $ (84,169) (84,169) (84,169) (84,166) $ (336,673) E. Actuarial Assumptions The total pension liability at December 31, 2020, was determined using the entry age normal actuarial cost method and the following actuarial assumptions: • Retirement eligibility at the later of age 50 or 20 years of service • Investment rate of return of 6.0% • Inflation rate of 3.0% City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Defined Benefit Pension Plan — Volunteer Fire Relief Association (Continued) F. Discount Rate The discount rate used to measure the total pension liability was 6.0%. The projection of cash flows used to determine the discount rate assumed that contributions to the Volunteer Firefighter Fund will be made as specified in statute. Based on that assumption and considering the funding ratio of the plan, the fiduciary net position was projected to be available to make all projected future benefit payments of current active and inactive members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. G. Pension Liability Sensitivity The following presents the net pension liability for the Volunteer Firefighter Fund, calculated using the assumed discount rate, as well as what the City of Cottage Grove's net pension asset 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 Current 1 % Increase in Discount Rate Discount Rate Discount Rate (5.00%) (6.00%) (7.00%) City's net pension liability (asset) $ (1,909,037) $ (1,989,839) $ (2,066,840) H. Plan Investments Investment Policy The Minnesota State Board of Investment (SBI) is established by Article XI of the Minnesota Constitution to invest all state funds. Its membership as specified in the Constitution is comprised of the governor (who is designated as chair of the board), state auditor, secretary of state and state attorney general. All investments undertaken by the SBI are governed by the prudent person rule and other standards codified in Minnesota Statutes, Chapter I IA and Chapter 353G. Within the requirements defined by state law, the SBI, with assistance of the SBI staff and the Investment Advisory Council, establishes investment policy for all funds under its control. These investments policies are tailored to the specific needs of each fund and specify investment objectives, risk tolerance, asset allocation, investment management structure and specific performance standards. Studies guide the on -going management of the funds and are updated periodically. I. Asset Allocation To match the long-term nature of the pension obligations, the SBI maintains a strategic asset allocation for the Volunteer Firefighter Plan that includes allocations to domestic equity, international equity, bonds and cash equivalents. The long-term target asset allocation and long-term expected real rate of return on the following page: 77 City of Cottage Grove Notes to Financial Statements NOTE 5 — PENSION PLANS (CONTINUED) Defined Benefit Pension Plan — Volunteer Fire Relief Association (Continued) I. Asset Allocation (Continued) Asset Class Domestic equity International equity Bonds Cash Expected Return Target Allocation of Return 35 % 5.10 % 15 5.90 45 0.75 5 0.00 Total 100 % The 6% long-term expected rate of return on pension plan investments was determined using a building block method. Best estimates for expected future real rates of return (expected returns, net of inflation) were developed for each asset class using both long-term historical returns and long-term capital market expectations from several investment management and consulting organizations. The asset class estimates, and the target allocations were then combined to produce a geometric, long-term expected real rate of return for the portfolio. Inflation expectations were applied to derive the nominal rate of return for the portfolio. J. Description of significant investment policy changes during the year The SBI made no significant changes to their investment policy during fiscal year 2020 for the Volunteer Firefighter Fund. K. Pension Plan Fiduciary Net Position Detailed information about the Volunteer Firefighter Fund's fiduciary net position as of June 30, 2020, is available in a separately -issued PERA financial report that includes financial statements and required supplementary information. That report may be obtained at www.mnpera.org. City of Cottage Grove Notes to Financial Statements NOTE 6 — INTERFUND LOANS AND TRANSFERS The City uses interfund loans when possible, to finance construction activities to avoid costs associated with issuing bonds. These loans are for this purpose. The interfund loan receivable and payable balances at December 31, 2020, were: Fund Major Governmental Funds Municipal Building Capital Projects Fund Nonmajor Governmental Funds Major Business -Type Funds Water Operating Enterprise Fund Sewer Operating Enterprise Fund Total Receivable Payable $ - $ 2,860,000 661,279 661,279 27,500 - 2,832,500 - $ 3,521,279 $ 3,521,279 Interfund receivable and payable balances are used for temporary cash deficits. Interfund receivable and payable balances at December 31, 2020, are as follows: Fund Major Government Funds Closed Debt Fund Future Projects Fund MSA Construction Fund Developer Petitioned Projects Fund Municipal Building Fund Nonmajor Governmental Funds Total Receivable Payable $ 1,282,215 $ - 2,223,771 - - 1,248,869 - 2,223,771 - 33,346 839,128 839,128 $ 4,345,114 $ 4,345,114 Interfund transfers during the year ended December 31, 2020, were as follows: Transfers In Municipal MSA Nonmajor General Building Construction Closed Debt Future Projects Governmental Fund(100) Fund(525) (520) Fund 300 Funds(510,810) Funds Total Transfers Out General Fund (100) $ - $ 202,607 $ - $ 472,750 $ - $ 1,899,139 $ 2,574,496 Nonmajor Governmental Funds 41,300 - 625,480 - 129,973 895,870 1,692,623 Street Light(630) 48,650 - - - 48,650 Cottage Grove EMS (660) 94,500 - - 94,500 Water Operating (610) 186,000 49,986 152,350 388,336 Sewer Operating (620) 192,600 26,408 76,948 295,956 Total $ 563,050 S 202,607 $ 701,874 S 472,750 $ 359,271 $ 2,795,009 $ 5,094,561 79 City of Cottage Grove Notes to Financial Statements NOTE 6 — INTERFUND LOANS AND TRANSFERS (CONTINUED) Interfund transfers allow the City to allocate financial resources to the funds that receive benefit from services provided by another fund. All transfers in 2020 were considered to be routine in nature as they were related to services provided to another fund, fund balance policy transfers, to cover a portion of the loss generated from the HERO Center operations, funding construction projects, and moving funds received in a previous year from the sale of land to the Park Trust Fund where it will be used for future park improvements. NOTE 7 — TAX INCREMENT FINANCING The City has entered into one Tax Increment Financing agreement which meets the criteria for disclosure under GASB Statement No. 77 — Tax Abatement Disclosures. The City's authority to enter into this agreement comes from Minnesota Statute 469. The City entered into this agreement for economic development. Under the agreement, the City and developer agree on an amount of development costs to be reimbursed to the developer by the City through tax revenues from the additional taxable value of the property generated by the development (tax increment). A "pay as you go" note is established for this amount, on which the City makes payments for a fixed period with available tax increment revenue after deducting certain administrative costs. During the year ended December 31, 2020, the City generated $1,321,659 in tax increment revenue and made $293,232 in payments to developers. TIF District #1-12 was established in 2001 for redevelopment of certain blighted properties into retail, commercial, and senior housing developments. An agreement with PHS/Cottage Grove Inc. called for up to $2.8 million to be reimbursed through tax increment over a ten-year period. During the year ended December 31, 2020, the district generated $286,029 of tax increment and $186,249 in payments on the pay as you go note were made. The balance due on the note at year end was $885,000. NOTE 8 — DEFICIT FUND BALANCES The City has deficit fund balances at December 31, 2020, as follows: Fund Major Governmental Funds Amount The deficit fund balances will be resolved through Municipal Building Fund (525) $ 2,910,591 MSA Construction (520) 3,538,824 Developer Petitioned Projects 2,464,009 Nonmajor Governmental Funds Ice Arena (250) 594,108 HERO Center Operations (290) 59,801 Ice Arena Construction (526) 33,570 2019B Equipment Certificates (305) 23,354 Future tax levies Future MSA revenues Future special assessments Future excess revenues and transfers from other City resources Future excess revenues Future bond proceeds Future tax levies City of Cottage Grove Notes to Financial Statements NOTE 9 — CONTINGENCIES A. Risk Management The City is exposed to various risks of loss related to torts, theft of, damage to and destruction of assets, errors, and omissions and natural disasters for which the City carries commercial insurance policies. The City retains risk for the deductible portions of the insurance policies. The amount of these deductibles is considered immaterial to the financial statements. There were no significant reductions in insurance from the previous year or settlements more than insurance coverage for any of the past three fiscal years. Workers compensation coverage is provided through a pooled self-insurance program through the League of Minnesota Cities Insurance Trust (LMCIT). The City pays an annual premium to LMCIT. The City is subject to supplemental assessments as deemed necessary by the LMCIT. The LMCIT reinsures through Worker's Compensation Reinsurance Association (WCRA) as required by law. For workers compensation, the City is subject to a $25,000 medical expense deductible. The City's premiums are determined after loss experience is known. The amount of premium adjustment, if any, is considered immaterial and not recorded until received or paid. Property and casualty insurance coverage is provided through a pooled self-insurance program through LMCIT. The City pays an annual premium to the LMCIT. The City is subject to supplemental assessments as deemed necessary by the LMCIT. The City established the Self Insurance Fund in 1986 to account for and finance its uninsured risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters. Under this program, the Self Insurance Fund provides coverage for losses up to $50,000 for each claim (annual aggregate is $100,000). The City purchases commercial insurance for claims more than coverage provided by the Fund and for any risk of loss not covered. Settled claims have not exceeded the commercial coverage in any of the past three fiscal years. This fund is presented as an internal service fund type. All funds of the City participate in the program and make payments to the Self Insurance Fund based on historical cost information. The claims liability of $325,646 reported in the Fund at December 31, 2020, is based on the requirements of GASB Statement No. 10, which requires that a liability for claims be reported if information prior to the issuance of the financial statements indicates that it is probable that a liability has been incurred at the date of the financial statements and the amount of the loss can be reasonably estimated. Changes in the fund's claims liability amounts were as follows: Year Beginning of Year Liability Claims and Changes in Estimates End Claim of Year Payments Liability 2020 $ 201,608 $ 346,696 $ (222,658) $ 325,646 2019 170,124 200,669 (169,185) 201,608 2018 171,752 231,966 (233,594) 170,124 City of Cottage Grove Notes to Financial Statements NOTE 9 — CONTIGENCIES B. Litigation The City attorney has indicated that existing and pending lawsuits, claims and other actions in which the City is a defendant are either covered by insurance; of an immaterial amount; or, in the judgment of the City attorney, remotely recoverable by plaintiffs. C. Federal and State Funds The City receives financial assistance from federal and state governmental agencies in the form of grants. The disbursement of funds received under these programs generally requires compliance with the terms and conditions specified in the grant agreements and are subject to audit by the grantor agencies. Any disallowed claims resulting from such audits could become a liability of the applicable fund. However, in the opinion of management, any such disallowed claims will not have a material effect on any of the financial statements of the individual fund types included herein or on the overall financial position of the City at December 31, 2020. D. Tax Increments The City's tax increment districts are subject to review by the State of Minnesota Office of the State Auditor (OSA). Any disallowed claims or misuse of tax increments could become a liability of the applicable fund. NOTE 10 — FUND BALANCES At December 31, 2020, the City had various fund balances through legal restriction and City Council authorization. Fund balance appropriations at December 31, 2020, are shown on the various balance sheets as segregations of the fund balance. The fund balance classifications for governmental funds are as follows: Fund Balances Nonspendable Prepaid items Inventory Restricted Debt retirement Pandemic relief Forfeiture and seizure Tax increment purposes Committed Golf course operations Recycling program Storm water activities Assigned Compensated absences Future budgets School bus safety Debt retirement Future pavement management Tree mitigation Future roads and trails Equipment replacement Street sealcoating Economic decvelopment Capital improvements Unassigned Total fund balances Major Funds Municipal MSA Closed Future Water Connection Developer General Building Construction Debt Projects and Area Petitioned Fund(100) Fund(525) (520) Fund(300) (510,810) Fund(575) Projects Nonmajor Governmental Funds Total $ 27,042 $ $ $ $ $ $ $ 33,818 $ 60,860 - - - - - - - 28,265 28,265 - - - - - - - 4,121,049 4,121,049 1,500 1,500 - - - - - - - 89,411 89,411 757,921 757,921 13,356 13,356 73,844 73,844 2,049,769 2,049,769 1,001,006 - - - - - - - 1,001,006 762,000 762,000 5,600 - - - - - - - 5,600 - 2,678,622 - 2,678,622 - - - - 30,223 - - - 30,223 540,801 540,801 - - - - 41,992 - - - 41,992 - 1,317,210 1,317,210 1,067,416 1,067,416 4,889,284 4,889,284 1,461,834 9,428,194 10,890,028 10,479,728 (2,910,591) (3,538,824) (2,464,009) (729,811) 836,493 $12,275,376 $ (2,910,591) $ (3,538,824) $ 2,678,622 $ 613,016 $ 1,461,834 $ (2,464,009) $23,141,226 $31,256,650 City of Cottage Grove Notes to Financial Statements NOTE II — POST EMPLOYMENT HEALTH CARE PLAN A. Plan Description The City provides health benefits for retirees as required by Minnesota Statute §471.61 subdivision 2b through a single -employer defined benefit OPEB plan. Pursuant to the provisions of the plan, retirees are required to pay the total premium cost. No assets are accumulated in a trust. B. Benefits Provided Active employees, who retire from the City when over age 50 and with 20 years of service, may continue coverage with respect to both themselves and their eligible dependent(s) under the City's health benefits program until age 65. C. Contributions Retirees contribute to the health care plan at the same rate as City employees. This results in the retirees receiving an implicit rate subsidy. Contribution requirements are established by the City, based on the contract terms with Medica. The required contributions are based on projected pay-as-you-go financing requirements. For the year 2020, the City contributed $29,882 to the plan. D. Members As of January 1, 2019, the following were covered by the benefit terms: Inactive employees or beneficiaries currently receiving benefits 7 Active employees 135 Total 142 E. Actuarial Assumptions The total OPEB liability was determined by an actuarial valuation as of January 1, 2019, using the following actuarial assumptions, applied to all periods included in the measurement, unless otherwise specified: Key Methods and Assumptions Used in Valuation of Total OPEB Liability Discount rate 2.12% Inflation 2.50% Healthcare cost trend increases 6.50% initially decreasing to an ultimate rate of 4.0% by 2031 Mortality assumption RP 2014 employee mortality table, adjusted for white collar and mortality improvements RN City of Cottage Grove Notes to Financial Statements NOTE II — POST EMPLOYMENT HEALTH CARE PLAN (CONTINUED) E. Actuarial Assumptions (Continued) The actuarial assumptions used in the January 1, 2019, valuation was based on the results of an actuarial experience study dated June 30, 2015, for PERA's General Employees Retirement Plan and dated August 30, 2016, for PERA's PEPFF Plan. The discount rate used to measure the total OPEB liability was 2.12% based on the Bond Buyer 20- Bond Obligation Index. F. Total OPEB Liability The City's total OPEB liability of $374,505 was measured as of December 31, 2020, and was determined by an actuarial valuation as of January 1, 2019. Changes in the total OPEB liability are as follows: Total OPEB Liability Balance at January 1, 2020 $ 368,440 Changes for the year Service cost 17,939 Interest 10,179 Change in assumption 13,860 Difference between expected and actual experience (6,031) Benefit payments (29,882) Net changes 6,065 Balance at December 31, 2020 $ 374,505 Changes of assumptions and other inputs reflect a change in the discount rate from 2.74% in 2019 to 2.12% in 2020 to reflect recent rate changes in the Bond Buyer 20-Bond General Obligation Index. The general inflation rate was changed to the 2.50% used in the June 30, 2020 GERF and June 30, 2020, PEPFF actuarial valuations. City of Cottage Grove Notes to Financial Statements NOTE II — POST EMPLOYMENT HEALTH CARE PLAN (CONTINUED) F. Total OPEB Liability (Continued) Changes of assumptions also reflect a change to 25.0% of GERF employees are assumed to elect coverage at retirement, an increase from 20.0% based on recent experience. The General Fund and Water Operating, Sewer Operating, Street Light, Cottage Grove EMS and Internal Service Funds typically liquidate the liability related to OPEB. G. OPEB Liability Sensitivity The following presents the City's total OPEB liability calculated using the discount rate of 2.12% as well as the liability measured using 1 % lower and 1 % higher than the current discount rate. Total OPEB Liability 1 % decrease Current 1 % increase (1.12%) 397,916 (2.12%) $ 374,505 (3.12%) $ 352,485 The following presents the total OPEB liability of the City, as well as what the City's total OPEB liability would be if it were calculated using healthcare cost trend rates that are 1 % lower and 1 % higher than the current healthcare cost trend rates. 1 % decrease 343,410 Total OPEB Liability Current $ 374,505 1 % increase $ 411,146 H. OPEB Expense, Deferred Outflows of Resources, and Deferred Inflows of Resources Related to OPEB For the year ended December 31, 2020, the City recognized OPEB expense of $30,900. At December 31, 2020, the City reported deferred outflows of resources and deferred inflows of resources related to OPEB from the following sources: Deferred Deferred Outflows of Inflows of Resources Resources Differences between expected and actual economic experience $ - $ 11,604 Changes of assumptions and other inputs 47,082 11,823 Total $ 47,082 $ 23,427 City of Cottage Grove Notes to Financial Statements NOTE 11 — POST EMPLOYMENT HEALTH CARE PLAN (CONTINUED) H. OPEB Expense, Deferred Outflows of Resources, and Deferred Inflows of Resources Related to OPEB (Continued) Amounts reported as deferred outflows of resources and deferred inflows of resources related to OPEB will be recognized in OPEB expense as follows: Year Ending December 31, Total 2021 $ 2,782 2022 2,782 2023 2,782 2024 2,782 2025 2,782 Thereafter 9,745 Total $ 23,655 NOTE 12 — OPERATING LEASES The City leases land for the golf course under an operating lease. The monthly lease payments equal $1 per month for the remaining term of the lease agreement. The lease was amended in 2015 to add a first extension option to 2020. In 2015, $60 was paid under this lease arrangement for the entire five-year extension. The City entered into two operating leases during 2007 for the leasing of ice time for the Ice Arena with Independent School District No. 833 and the Cottage Grove Athletic Association. The lease payments began in 2008 when the new ice arena expansion project opened. The future minimum annual lease payments that the City will receive are as follows: Independent Year Ended School District December 31 No. 833 2021 $ 104,250 2022 104,250 2023 104,250 2024 104,250 2025 104,250 2026-2029 417,000 Total Cottage Grove Athletic Association $ 400,000 400,000 400,000 400,000 400,000 1,600,000 $ 938,250 $ 3,600,000 :: City of Cottage Grove Notes to Financial Statements NOTE 13 — COMMITTED CONTRACTS At December 31, 2020, the City had commitments of $1,994,847 for uncompleted construction contracts. NOTE 14 — CONDUIT DEBT OBLIGATIONS The City has issued Industrial Revenue Bonds to provide financial assistance to private sector entities for the acquisition and construction of industrial and commercial facilities which are deemed to be in the public interest. The bonds are secured by the property financed and are payable solely from payments on the underlying mortgage loans. Upon repayment of the bonds, ownership of the acquired facilities transfers to the private sector entity served by the bond issue. The City is not obligated in any manner for the repayment of the bonds. Accordingly, the bonds are not reported as liabilities in the accompanying financial statements. As of December 31, 2020, a series of Industrial Revenue Bonds were outstanding. Original Issue 12/31/2020 Bond Issue Date Amount Balance Maturity Date Commercial Development Revenue Note - ESR, Inc. 11/22/05 $ 76,500 $ 18,786 11/22/25 Commercial Development Revenue Note - ESR, Inc. 05/19/05 853,000 240,356 12/19/25 Variable Rate Revenue Bonds - Allina Health Syystem 11/01/09 6,100,000 6,100,000 11/15/22 Multifamily Housing Note - Legends of Cottage Grove 10/07/16 18,422,000 18,047,127 05/01/34 Multifamily Housing Note - Legends of Cottage Grove 10/07/16 6,328,000 6,211,428 05/01/34 Total $ 31,779,500 $ 30,617,697 NOTE 15 — NEW STANDARDS ISSUED BUT NOT YET IMPLEMENTED GASB Statement No. 87, Leases establishes a single model for lease accounting based on the foundational principle that leases are financings of the right to use an underlying asset. Under this statement, a lessee is required to recognize a lease liability and an intangible right -to -use lease asset, and a lessor is required to recognize a lease receivable and a deferred inflow of resources, thereby enhancing the relevance and consistency of information about governments' leasing activities. This statement will be effective for the year ending December 31, 2022. GASB Statement No. 89, Accounting for Interest Cost Incurred Before the End of a Construction Period enhances the relevance and comparability of information about capital assets and the cost of borrowing for a reporting period and simplifies accounting for interest cost incurred before the end of a construction period. This statement will be effective for the year ending December 31, 2021. %ere p(I d e WO Cottage Grove ,,perity Meet REQUIRED SUPPLEMENTARY INFORMATION :' City of Cottage Grove Schedule of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual - General Fund For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 2020 2019 Variance with Budgeted Amounts Actual Final Budget - Original Final Amounts Over (Under) Actual Revenues General property taxes $ 14,201,900 $ 14,201,900 $ 14,236,904 S 35,004 $ 13,791,739 Special assessments 3,000 3,000 4,412 1,412 4,520 Licenses and permits General government 73,200 73,200 57,827 (15,373) 80,025 Community development 1,460,000 2,542,350 2,379,978 (162,372) 2,125,320 Engineering 33,000 53,000 23,368 (29,632) 54,606 Public safety 21,000 21,000 19,760 (1,240) 17,691 Total licenses and permits 1,587,200 2,689,550 2,480,933 (208,617) 2,277,642 Intergovernmental revenues Federal grants and aids 22,000 102,700 123,627 20,927 52,235 State grants and aids Local government aid 87,500 87,500 87,494 (6) 87,494 Market value homestead credit - - 4,943 4,943 4,493 MSA maintenance - public works 44,300 44,000 42,390 (1,610) 43,245 PERA Aid 21,450 - - - 21,448 Fire relief aid - public safety - - 220,637 220,637 - Police relief aid - public safety 350,000 385,000 385,130 130 378,594 Other - public safety 24,000 50,000 57,527 7,527 75,423 Other - planning - 16,000 16,000 - - Local SRO program - public safety 180,000 180,000 122,196 (57,804) 180,508 Other - public safety 10,000 30,000 28,673 (1,327) 15,810 Other - public works - - 19,603 19,603 18,419 Other - culture and recreation 18,500 - 8,894 Total intergovernmental 757,750 895,200 1,108,220 213,020 886,563 Charges for services Investment charge - general government 15,000 15,000 22,253 7,253 38,368 Other - general government 100 100 471 371 412 Other - community development 65,000 200,700 210,736 10,036 298,710 Other - engineering 350,000 540,700 927,043 386,343 612,630 Other - public safety 50,200 43,255 32,685 (10,570) 56,326 Other - public works 34,200 15,500 12,430 (3,070) 24,838 Other - culture and recreation 192,400 25,200 38,169 12,969 176,583 Total charges for services 706,900 840,455 1,243,787 403,332 1,207,867 Fines and forfeitures - public safety 150,000 150,000 119,092 (30,908) 158,093 Investment earnings 150,000 150,000 148,175 (1,825) 167,958 Donations General government - - 10,872 10,872 14,250 Public safety 13,000 16,323 3,323 - Public works - - 2,000 2,000 - Culture and recreation 2,000 2,000 1,550 (450) 2,200 Total donations 2,000 15,000 30,745 15,745 16,450 Miscellaneous General government 125,000 30,000 111,166 81,166 79,171 Public safety 25,000 13,800 24,811 11,011 21,236 Public works - 5,789 5,789 32,701 Total miscellaneous 150,000 43,800 141,766 97,966 133,108 Total revenues 17,708,750 18,988,905 19,514,034 525,129 18,643,940 KC City of Cottage Grove Schedule of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual - General Fund For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Expenditures General government Mayor and city council Administrative Finance Personnel Assessing services City clerk/elections Legal Community and employee programs Government buildings Total general government Community development Planning and zoning Building inspections Engineering Total community development Public safety Police protection Fire protection Emergency preparedness Animal control Total public safety Public works Public works administration Streets Snow and ice control Street signs/striping Total public works Culture and recreation Forestry Recreation programs Parks maintenance Total culture and recreation Total expenditures Excess of revenues over (under) expenditures Other Financing Sources (Uses) Transfers in Transfers out Total other financing sources (uses) Net change in fund balances Fund Balances Beginning of year 2020 2019 Budgeted Amounts Variance with Actual Final Budget - Original Final Amounts Over (Under) Actual $ 100,350 $ 100,350 $ 89,501 $ (10,849) $ 93,574 671,530 671,530 688,696 17,166 459,749 602,580 600,903 649,834 48,931 580,009 - - - - 177,640 183,750 183,750 191,390 7,640 178,301 63,925 63,925 71,474 7,549 144,687 202,000 202,000 226,955 24,955 210,621 101,620 101,620 106,562 4,942 96,185 548,515 548,515 430,926 (117,589) 482,621 2,474,270 2,472,593 2,455,338 (17,255) 2,423,387 420,635 433,635 456,853 23,218 397,181 823,205 814,372 923,259 108,887 754,593 366,230 365,019 373,724 8,705 334,307 1,610, 070 1,613,026 1,753,836 140,810 1,486, 081 7,215,290 5,979,817 6,210,052 230,235 6,951,130 1,208,505 1,204,513 1,524,417 319,904 1,291,031 78,800 113,800 94,277 (19,523) 71,208 34,100 34,100 28,615 (5,485) 28,608 8,536,695 7,332,230 7,857,361 525,131 8,341,977 441,335 441,335 462,952 21,617 668,007 1,562,945 1,557,049 1,486,484 (70,565) 1,496,249 773,770 703,770 683,844 (19,926) 981,754 225,480 223,958 214,510 (9,448) 241,124 3,003,530 2,926,112 2,847,790 (78,322) 3,387,134 365,905 362,182 304,121 (58,061) 339,879 463,785 331,485 262,313 (69,172) 406,340 1,512,245 1,471,554 1,437,831 (33,723) 1,433,712 2,341,935 2,165,221 2,004,265 (160,956) 2,179,931 17,966,500 16,509,182 16,918,590 409,408 17,818,510 (257,750) 2,479,723 2,595,444 115,721 825,430 557,750 562,750 563,050 300 563,050 (300,000) (1,300,000) (2,574,496) (1,274,496) (942,648) 257,750 (737,250) (2,011,446) (1,274,196) (379,598) $ $ 1,742,473 583,998 $ (1,158,475) 11,691,378 End of year $ 12,275,376 445,832 11,245,546 $ 11,691,378 91 City of Cottage Grove Schedule of Changes in Total OPEB Liability and Related Ratios Total OPEB Liability Service cost Interest Differences between expected and actual experience Changes of assumptions Changes of benefit terms Benefit payments Other changes Net change in total OPEB liability Beginning of year End of year Covered payroll Total OPEB liability as a percentage of covered payroll December 31, December 31, December 31, $ 14,560 $ 16,325 $ 17,939 11,794 15,807 10,179 - (7,934) (6,031) (14,652) 41,447 13,860 (18,651) (27,782) (29,882) 337,526 330,577 368,440 $ 330,577 $ 368,440 $ 374,505 $ 9,103,225 $ 10,569,669 $ 10,340,116 3.63% 3.49% 3.62% Note: Schedule is intended to show ten year trend. Additional years will be reported as they become available. See notes to required supplementary information. 92 City of Cottage Grove Schedule of City's Proportionate Share of Net Pension Liability General Employees Retirement Fund Last Ten Years City's Proportionate Share of the State's Net Pension City's City's City's Proportionate Liability and Proportionate Proportionate Proportionate Share the State's Share of the Plan Fiduciary Share Share (Amount) of Proportionate Net Pension Net Position (Percentage) (Amount) of the Net Share of the Liability as a of the Net the Net Pension Net Pension (Asset) as a Percentage of For Fiscal Pension Pension Liability Liability Percentage of the Total Year Ended Liability Liability Associated Associated City's Covered its Covered Pension June 30, (Asset) (Asset) with the City with the City Payroll Payroll Liability 2020 0.0967% $ 5,797,607 $ 178,810 $ 5,976,417 $ 6,898,173 84.0% 79.06% 2019 0.0926% 5,119,647 159,160 5,278,807 6,555,453 78.1% 80.23% 2018 0.0937% 5,198,092 170,553 5,368,645 6,298,520 82.5% 79.53% 2017 0.0890% 5,681,701 71,469 5,753,170 5,887,025 96.5% 75.90% 2016 0.0878% 7,128,925 43,058 7,171,983 5,447,306 130.9% 68.91% 2015 0.0919% 4,762,735 - 4,762,735 5,401,220 88.2% 78.19% Note: Schedule is intended to show ten year trend. Additional years will be reported as they become available. City's Proportion of the Net For Fiscal Pension Year Ended Liability June 30, (Asset) Schedule of City's Proportionate Share of Net Pension Liability Public Employees Police and Fire Retirement Fund Last Ten Years City's Proportionate Share of the State's Net Pension Proportionate Liablility and Share the State's City's (Amount) of Proportionate Proportionate the Net Share of the Share of the Pension Net Pension Net Pension Liability Liablility Liability Associated Associated (Asset) with the City with the City City's Proportionate Share of the Plan Fiduciary Net Pension Net Position Liability as a (Asset) as a Percentage of Percentage of the Total City's Covered its Covered Pension Payroll Payroll Liability 2020 0.4772% $ 6,247,059 $ 148,169 $ 6,395,228 $ 5,385,172 116.00% 87.19% 2019 0.4716% 4,956,992 N/A 4,956,992 4,864,909 101.89% 89.26% 2018 0.4582% 4,842,702 N/A 4,842,702 4,829,432 100.27% 88.84% 2017 0.4380% 5,913,521 N/A 5,913,521 4,495,914 131.53% 85.43% 2016 0.4450% 17,818,574 N/A 17,818,574 3,867,466 460.73% 63.88% 2015 0.4340% 4,931,256 N/A 4,931,256 3,665,120 134.55% 86.61% Note: Schedule is intended to show ten year trend. Additional years will be reported as they become available. See notes to required supplementary information. 93 %ere p(I d e WO Cottage Grove ,,perity Meet ul City of Cottage Grove Schedule of City Contributions - General Employees Retirement Fund Last Ten Years Contributions in Relation to Fiscal Year Statutorily the Statutorily Ending Required Required December 31, Contribution Contributions 2020 $ 539,417 $ 539,417 2019 508,963 508,963 2018 482,521 482,521 2017 458,971 458,971 2016 424,202 424,202 2015 403,964 403,964 Contributions Contribution as a Percentage Deficiency City's Covered of Covered (Excess) Payroll Payroll $ - $ 7,192,227 7.50% - 6,786,173 7.50% - 6,433,613 7.50% - 6,119,613 7.50% - 5,656,027 7.50% - 5,386,187 7.50% Note: Schedule is intended to show ten year trend. Additional years will be reported as they become available. Schedule of City Contributions - Public Employees Police and Fire Retirement Fund Last Ten Years Contributions in Relation to Fiscal Year Statutorily the Statutorily Ending Required Required December 31, Contribution Contributions 2020 $ 998,722 $ 998,722 2019 976,911 976,911 2018 803,145 803,145 2017 778,070 778,070 2016 718,936 718,936 2015 664,300 664,300 Contributions Contribution as a Percentage Deficiency City's Covered of Covered (Excess) Payroll Payroll $ - $ 5,642,497 17.70% - 5,763,487 16.95% - 4,957,685 16.20% - 4,802,901 16.20% - 4,437,877 16.20% - 4,100,617 16.20% Note: Schedule is intended to show ten year trend. Additional years will be reported as they become available. See notes to required supplementary information. 95 City of Cottage Grove Schedule of Changes in Net Pension Liability and Related Ratios - Fire Relief Association Total pension liability (TPL) Service cost Interest Differences between expected and actual experience Changes of assumptions Changes of benefit terms Benefit payments, including refunds or member contributions Net change in total pension liability Beginning of year End of year Plan fiduciary net pension (FNP) Contributions - employer State contributions Net investment income Benefit payments, including refunds of member contributions Administrative expense Other Net change in plan fiduciary net position Beginning of year End of year Net pension liability (NPL) Plan fiduciary net position as a percentage of the total pension liability Covered payroll Net pension liability as a percentage of covered payroll Measurement Date December 31, December 31, December 31, 2014 2015 2016 $ 77,691 $ 79,827 $ 109,062 85,148 88,550 85,750 - 77,611 (130,240) - 139,930 - (84,321) (140,973) (295,760) 78,518 244,945 (231,188) 1,274,449 1,352,967 1,597,912 $ 1,352,967 $ 1,597,912 $ 1,366,724 $ 5,155 $ 5,329 $ 5,265 177,804 191,183 195,271 98,130 (117,497) 146,660 (84,321) (140,973) (295,760) (11,193) (15,165) (12,139) (23,403) - 210 162,172 (77,123) 39,507 2,242,564 2,404,736 2,327,613 $ 2,404,736 $ 2,327,613 $ 2,367,120 $ (1,051,769) $ (729,701) $ (1,000,396) 177.7% 145.7% 173.2% n/a n/a n/a n/a n/a n/a The City implemented the provisions of Governmental Accounting Standards Board Statement No. 68 for the year ended December 31, 2015. The schedules within the Required Supplementary Information section require a ten-year presentation, but does not require retroactive reporting. Information prior to 2014 is not available. Additional years will be reported as they become available. See notes to required supplementary information. 96 Measurement Date December 31, December 31, December 31, December 31, $ 118,915 $ 102,569 $ 97,985 $ 108,515 100,267 117,070 115,532 111,351 329,484 (12,862) (45,681) (160,794) - (133,560) (322,109) (174,000) 548,666 73,217 (154,273) (114,928) 1,366,724 1,915,390 1,988,607 1,834,334 $ 1,915,390 $ 1,988,607 $ 1,834,334 $ 1,719,406 $ 2,081 $ - $ - $ - 192,139 198,977 209,430 225,637 316,265 (113,085) 510,329 452,477 - (133,560) (322,109) (174,000) (12,334) (3,709) (2,155) (2,018) (2,319) - 79 - 495,832 (51,377) 395,574 502,096 2,367,120 2,862,952 2,811,575 3,207,149 $ 2,862,952 $ 2,811,575 $ 3,207,149 $ 3,709,245 $ (947,562) $ (822,968) $ (1,372,815) $ (1,989,839) 149.5% 141.4% 174.8% 215.7% n/a n/a n/a n/a n/a n/a n/a n/a 97 City of Cottage Grove Schedule of City and Non -Employer Entity Contributions - Fire Relief Association December 31, December 31, December 31, December 31, 2014 2015 2016 2017 Employer Statutorily determined contribution (SDC) $ - $ - $ - $ - Contribution in relation to the SDC 5,155 5,329 5,265 2,081 Contribution deficiency (excess) $ (5,155) $ (5,329) $ (5,265) $ (2,081) Non -employer 2% state aid $ 177,804 $ 191,183 $ 195,271 $ 192,139 Covered payroll n/a n/a n/a n/a Contributions as a percentage of covered payroll n/a n/a n/a n/a The City implemented the provisions of Governmental Accounting Standards Board Statement No. 68 for the year ended December 31, 2015. The schedules within the Required Supplementary Information section require a ten-year presentation, but does not require retroactive reporting. Information prior to 2014 is not available. Additional years will be reported as they become available. See notes to required supplementary information. 98 December 31, December 31, December 31, $ 198,977 $ 209,430 $ 225,637 n/a n/a n/a n/a n/a n/a oa City of Cottage Grove Notes to Required Supplementary Information GENERAL EMPLOYEES FUND 2020 Changes Changes in Actuarial Assumptions • The price inflation assumption was decreased from 2.5% to 2.25%. • The payroll growth assumption was decreased from 3.25% to 3.0%. • Assumed salary increase rates were changed as recommended in the June 30, 2019, experience study. The net effect is assumed rates that average 0.25% less than previous rates. • Assumed rates of retirement were changed as recommended in the June 30, 2019, experience study. The changes result in more unreduced (normal) retirements and slightly fewer Rule of 90 and early retirements. • Assumed rates of termination were changed as recommended in the June 30, 2019, experience study. The new rates are based on service and are generally lower than the previous rates for years 2-5 and slightly higher thereafter. • Assumed rates of disability were changed as recommended in the June 30, 2019, experience study. The change results in fewer predicted disability retirements for males and females. • The base mortality table for healthy annuitants and employees was changed from the RP-2014 table to the Pub-2010 General Mortality table, with adjustments. The base mortality table for disabled annuitants was changed from the RP-2014 disabled annuitant mortality table to the Pub-2010 General/Teacher disabled annuitant mortality table, with adjustments. • The mortality improvement scale was changed from Scale MP-2018 to Scale MP-2019. • The assumed spouse age difference was changed from two years older for females to one year older. • The assumed number of married male new retirees electing the 100% Joint and Survivor option changed from 35% to 45%. The assumed number of married female new retires electing the 100% Joint and Survivor option changed from 15% to 30%. The corresponding number of married new retirees electing the Life annuity option was adjusted accordingly. Changes in Plan Provisions • Augmentation for current privatized members was reduced to 2.0% for the period July 1, 2020 through December 31, 2023, and 0.0% thereafter. Augmentation was eliminated for privatizations occurring after June 30, 2020. 2019 Changes Changes in Actuarial Assumptions • The mortality projection scale was changed from MP-2017 to MP-2018. Changes in Plan Provisions • The employer supplemental contribution was changed prospectively, decreasing from $31.0 million to $21.0 million per year. The State's special funding contribution was changed prospectively, requiring $16.0 million due per year through 2031. 2018 Changes Changes in Actuarial Assumptions • The mortality projection scale was changed from MP-2015 to MP-2017. 100 City of Cottage Grove Notes to Required Supplementary Information GENERAL EMPLOYEES FUND (CONTINUED) 2018 Changes (Continued) Changes in Actuarial Assumptions (Continued) • The assumed benefit increase was changed from 1.0% per year through 2044 and 2.5% per year thereafter to 1.25% per year. Changes in Plan Provisions • The augmentation adjustment in early retirement factors is eliminated over a five-year period starting July 1, 2019, resulting in actuarial equivalence after June 30, 2024. • Interest credited on member contributions decreased from 4.00% to 3.00%, beginning July 1, 2018. • Deferred augmentation was changed to 0.00%, effective January 1, 2019. Augmentation that has already accrued for deferred members will still apply. • Contribution stabilizer provisions were repealed. • Postretirement benefit increases were changed from 1.00% per year with a provision to increase to 2.50% upon attainment of 90.00% funding ratio to 50.00% of the Social Security Cost of Living Adjustment, not less than 1.00% and not more than 1.50%, beginning January 1, 2019. • For retirements on or after January 1, 2024, the first benefit increase is delayed until the retiree reaches normal retirement age; does not apply to Rule of 90 retirees, disability benefit recipients, or survivors. • Actuarial equivalent factors were updated to reflect revised mortality and interest assumptions. 2017 Changes Changes in Actuarial Assumptions • The CSA loads were changed from 0.8% for active members and 60% for vested and non - vested deferred members. The revised CSA loads are now 0.0% for active member liability, 15% for vested deferred member liability and 3% for non -vested deferred member liability. • The assumed post -retirement benefit increase rate was changed from 1.0% per year for all years to 1.0% per year through 2044 and 2.5% per year thereafter. Changes in Plan Provisions • The State's contribution for the Minneapolis Employees Retirement Fund equals $16,000,000 in 2017 and 2018, and $6,000,000 thereafter. • The Employer Supplemental Contribution for the Minneapolis Employees Retirement Fund changed from $21,000,000 to $31,000,000 in calendar years 2019 to 2031. The State's contribution changed from $16,000,000 to $6,000,000 in calendar years 2019 to 2031. 2016 Changes Changes in Actuarial Assumptions • The assumed post -retirement benefit increase rate was changed from 1.0% per year through 2035 and 2.5% per year thereafter to 1.0% per year for all future years. • The assumed investment return was changed from 7.9% to 7.5%. The single discount rate was changed from 7.9% to 7.5%. 101 City of Cottage Grove Notes to Required Supplementary Information GENERAL EMPLOYEES FUND (CONTINUED) 2016 Changes (Continued) Changes in Actuarial Assumptions (Continued) • Other assumptions were changed pursuant to the experience study dated June 30, 2015. The assumed future salary increases, payroll growth, the inflation was decreased by 0.25% to 3.25% for payroll growth and 2.50% for inflation. Changes in Plan Provisions • There have been no changes since the prior valuation. 2015 Changes Changes in Actuarial Assumptions • The assumed post -retirement benefit increase rate was changed from 1.0% per year through 2030 and 2.5% per year thereafter to 1.0% per year through 2035 and 2.5% per year thereafter. Changes in Plan Provisions • On January 1, 2015, the Minneapolis Employees Retirement Fund was merged into the General Employees Fund, which increased the total pension liability by $1.1 billion and increased the fiduciary plan net position by $892 million. Upon consolidation, state and employer contributions were revised; the State's contribution of $6.0 million, which meets the special funding situation definition, was due September 2015. 102 City of Cottage Grove Notes to Required Supplementary Information POLICE AND FIRE FUND 2020 Changes Changes in Actuarial Assumptions • The mortality projection scale was changed from MP-2018 to MP-2019. Changes in Plan Provisions • There have been no changes since the prior valuation. 2019 Changes Changes in Actuarial Assumptions • The mortality projection scale was changed from MP-2017 to MP-2018. Changes in Plan Provisions • There have been no changes since the prior valuation. 2018 Changes Changes in Actuarial Assumptions • The mortality projection scale was changed from MP-2016 to MP-2017. Changes in Plan Provisions • Postretirement benefit increases were changed to 1.00% for all years, with no trigger. • An end date of July 1, 2048, was added to the existing $9.0 million state contribution. • New annual state aid will equal $4.5 million in fiscal years 2019 and 2020, and $9.0 million thereafter until the plan reaches 100% funding, or July 1, 2048, if earlier. • Member contributions were changed from 10.80% to 11.30% of pay, effective January 1, 2019, and 11.80% of pay, effective January 1, 2020. • Employer contributions were changed from 16.20% to 16.95% of pay, effective January 1, 2019, and 17.70% of pay, effective January 1, 2020. • Interest credited on member contributions decreased from 4.00% to 3.00%, beginning July 1, 2018. • Deferred augmentation was changed to 0.00%, effective January 1, 2019. Augmentation that has already accrued for deferred members will still apply. • Actuarial equivalent factors were updated to reflect revised mortality and interest assumptions. 2017 Changes Changes in Actuarial Assumptions • Assumed salary increases were changed as recommended in the June 30, 2016, experience study. The net effect is proposed rates that average 0.34% lower than the previous rates. • Assumed rates of retirement were changed, resulting in fewer retirements. • The CSA load was 30% for vested and non -vested deferred members. The CSA has been changed to 33% for vested members and 2% for non -vested members. • The base mortality table for healthy annuitants was changed from the RP-2000 fully generational table to the RP-2014 fully generational table (with a base year of 2006), with male rates adjusted by a factor of 0.96. The mortality improvement scale was changed from Scale AA to Scale MP- 2016. The base mortality table for disabled annuitants was changed from the RP-2000 disabled mortality table to the mortality tables assumed for healthy retirees. 103 City of Cottage Grove Notes to Required Supplementary Information POLICE AND FIRE FUND (CONTINUED) 2017 Changes (Continued) Changes in Actuarial Assumptions (Continued) • Assumed termination rates were decreased to 3% for the first three years of service. Rates beyond the select period of three years were adjusted, resulting in more expected terminations overall. • Assumed percentage of married female members was decreased from 65% to 60%. • Assumed age difference was changed from separate assumptions for male members (wives assumed to be three years younger) and female members (husbands assumed to be four years older) to the assumption that males are two years older than females. • The assumed percentage of female members electing Joint and Survivor annuities was increased. • The assumed post -retirement benefit increase rate was changed from 1% for all years to 1% per year through 2064 and 2.5% thereafter. • The single discount rate was changed from 5.6% per annum to 7.5% per annum. Changes in Plan Provisions There have been no changes since the prior valuation. 2016 Changes Changes in Actuarial Assumptions • The assumed post -retirement benefit increase rate was changed from 1.0% per year through 2037 and 2.5% thereafter to 1.0% per year for all future years. • The assumed investment return was changed from 7.9% to 7.5%. The single discount rate changed from 7.9% to 5.6%. • The single discount rate changed from 7.90% to 5.60%. • The assumed future salary increases, payroll growth, and inflation were decreased by 0.25% to 3.25% for payroll growth and 2.50% for inflation. Changes in Plan Provisions • There have been no changes since the prior valuation. 2015 Changes Changes in Actuarial Assumptions • The assumed post -retirement benefit increase rate was changed from 1.0% per year through 2030 and 2.5% per year thereafter to 1.0% per year through 2037 and 2.5% per year thereafter. Changes in Plan Provisions • The post -retirement benefit increase to be paid after attainment of the 90% funding threshold was changed, from inflation up to 2.5%, to a fixed rate of 2.5%. 104 City of Cottage Grove Notes to Required Supplementary Information POST EMPLOYMENT HEALTH CARE PLAN 2020 Changes Changes in Actuarial Assumptions • The discount rate decreased from 2.74% in 2019 to 2.12% in 2020. • Per capita claims and costs were reset to reflect updated experience, plans, and premiums as of January 2021. • The mortality improvement projection scale was updated. • The general inflation rate was changed to the 2.50% rate used in the June 30, 2019 GERP and June 30, 2019 PEPFF, material valuations (from 2.75%). • 25.0% of GERP employees are assumed to elect coverage at retirement (changed from 20.0% based on recent experience). Changes in Plan Provisions Medical plans and premiums have been updated effective as of January 1, 2021. 2019 Changes Changes in Actuarial Assumptions • The Discount rate decreased from 4.11 % in 2018 to 2.74% in 2019. • The general inflation rate was changed to the 2.50% used in the June 30, 2019 GERP and June 30, 2019 PEPFF actuarial valuations. • Changes of assumptions also reflect a change to 25.0% of GERP employees are assumed to elect coverage at retirement, an increase from 20.0% based on recent experience. 2018 Changes Changes in Actuarial Assumptions • The discount rate increased from 3.44% in 2017 to 4.11 % in 2018. There are no assets accumulated in a trust 105 %ere p(I d e WO Cottage Grove ,,perity Meet 106 COMBINING AND INDIVIDUAL FUND STATEMENTS AND SCHEDULES 107 %ere p(I d e WO Cottage Grove ,,perity Meet m. NONMAJOR GOVERNMENTAL FUNDS 109 %ere p(I d e WO Cottage Grove ,,perity Meet 110 City of Cottage Grove Nonmajor Governmental Funds SPECIAL REVENUE FUNDS A Special Revenue Fund is used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for specified purposes. DEBT SERVICE FUNDS The Debt Service Funds are used to account for the accumulation of resources for, and payment of, interest, principal, and related costs on general long-term debt. CAPITAL PROJECTS FUNDS The Capital Projects Funds account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by Proprietary Funds). 111 %ere p(I d e WO Cottage Grove ,,perity Meet 112 City of Cottage Grove Combining Balance Sheet - Nonmajor Governmental Funds December 31, 2020 With Comparative Totals for December 31, 2019 Totals Nonmajor Governmental Funds Special Capital Revenue Debt Service Projects 2020 2019 Assets Cash and investments $ 1,292,597 $ 4,128,227 $ 17,190,832 $ 22,611,656 $ 20,701,841 Interfund receivable 782,204 23,354 33,570 839,128 612,644 Interfund loan receivable - - 661,279 661,279 759,864 Due from other governments 185,955 - 12,964 198,919 387,430 Accounts receivable 221,662 - 160,052 381,714 538,123 Prepaid items 23,818 - 10,000 33,818 14,933 Inventories 28,265 - - 28,265 25,601 Taxes receivable - delinquent - 11,726 5,144 16,870 12,707 Special assessments receivable Deferred - 2,157,437 324,782 2,482,219 3,191,581 Delinquent - 3,392 - 3,392 5,003 Special deferred - 1,242,042 5,169 1,247,211 2,452,678 Property held for resale - - 324,733 324,733 324,733 Total assets $ 2,534,501 $ 7,566,178 $ 18,728,525 $ 28,829,204 $ 29,027,138 Liabilities Accounts payable $ 94,754 $ 500 $ 206,847 $ 302,101 $ 1,237,454 Salaries and benefits payable 34,258 - - 34,258 104,529 Interfund payable 782,204 23,354 33,570 839,128 612,644 Contracts payable - - 45,311 45,311 202,055 Due to other governments 1,710 - - 1,710 5,688 Deposits payable 14,499 - 40,000 54,499 23,223 Interfund loan payable - 30,032 631,247 661,279 759,864 Total liabilities 927,425 53,886 956,975 1,938,286 2,945,457 Deferred Inflows of Resources Unavailable revenue - tax increment - - 5,144 5,144 2,802 Unavailable revenue - property taxes - 11,726 - 11,726 9,905 Unavailable revenue - special assessments - 31402,871 329,951 3,732,822 5,649,262 Total deferred inflows of resources - 31414,597 335,095 3,749,692 5,661,969 Fund Balances Nonspendable 52,083 - 10,000 62,083 40,534 Restricted 90,911 4,121,049 757,921 4,969,881 3,876,020 Committed 2,136,969 - - 2,136,969 1,736,590 Assigned - - 16,702,104 16,702,104 15,317,720 Unassigned (672,887) (23,354) (33,570) (729,811) (551,152) Total fund balances 1,607,076 4,097,695 17,436,455 23,141,226 20,419,712 Total liabilities, deferred inflows of resources, and fund balances $ 2,534,501 $ 7,566,178 $ 18,728,525 $ 28,829,204 $ 29,027,138 113 City of Cottage Grove Combining Statement of Revenues, Expenditures, and Changes in Fund Balances - Nonmajor Governmental Funds For the Year Ended December 31, 2020 With Compartive Totals for the Year Ended December 31, 2019 Totals Nonmajor Governmental Funds Special Capital Revenue Debt Service Projects 2020 2019 Revenue General property taxes $ - $ 2,398,877 $ - $ 2,398,877 $ 1,587,867 Franchise taxes - - 596,537 596,537 583,715 Aggregate taxes - - 22,699 22,699 22,250 Tax increment collections - 673,740 647,919 1,321,659 1,085,358 Special assessments - 1,312,593 199,616 1,512,209 956,189 Direct charges to developers - - 81,962 81,962 67,789 Intergovernmental 3,280,842 - - 3,280,842 1,778,347 Charges for services 3,724,604 - 94,114 3,818,718 3,780,213 Rent - - 436,448 436,448 416,220 Fines and forfeitures 22,288 - - 22,288 61,931 Investment earnings 28,028 24,986 247,741 300,755 583,166 Interest on interfund loan - - 21,895 21,895 23,903 Connection charges - - 1,577,096 1,577,096 1,281,918 Park dedication fees - - 1,110,209 1,110,209 472,500 Donations - - 361,818 361,818 357,003 Miscellaneous 16,129 - 422,632 438,761 617,921 Total revenues 7,071,891 4,410,196 5,820,686 17,302,773 13,676,290 Expenditures Current General government 2,607,698 17,173 10,794 2,635,665 30,460 Economic development - - 539,092 539,092 447,061 Public safety 495,442 - - 495,442 142,241 Public works 828,480 - 928,162 1,756,642 912,446 Culture and recreation 2,309,321 - 237,478 2,546,799 2,859,701 Capital outlay General government 219,089 - 86,269 305,358 - Public safety 11,210 - - 11,210 38,321 Public works - - 2,138,476 2,138,476 4,900,306 Culture and recreation 200,062 - 1,310,691 1,510,753 3,497,263 Debt service Principal retirement - 2,435,000 - 2,435,000 2,420,000 Interest and other charges - 1,301,084 21,895 1,322,979 1,141,249 Total expenditures 6,671,302 3,753,257 5,272,857 15,697,416 16,389,048 Excess of revenues over (under) expenditures 400,589 656,939 547,829 1,605,357 (2,712,758) Other Financing Sources (Uses) Proceeds from sale of capital asset - - 13,771 13,771 35,932 Bond issuance - - - - 2,978,387 Bond premium - - - - 111,990 Transfers in 126,389 247,000 2,421,620 2,795,009 1,884,697 Transfers out (288,300) - (1,404,323) (1,692,623) (2,390,530) Total other financing sources (uses) (161,911) 247,000 1,031,068 1,116,157 2,620,476 Net change in fund balances 238,678 903,939 1,578,897 2,721,514 (92,282) Fund Balances Beginning of year 1,368,398 3,193,756 15,857,558 20,419,712 20,511,994 End of year $ 1,607,076 $ 4,097,695 $ 17,436,455 $ 23,141,226 $ 20,419,712 114 City of Cottage Grove NONMAJOR SPECIAL REVENUE FUNDS Special Revenue Funds are used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for particular purposes. The City maintained the following Special Revenue Funds during the year: Recycling — Established to account for recycling advertising, promotion, and capital expenditures. Storm Water Maintenance — Established to account for the receipt of storm water fees to be used for storm water maintenance activities. Forfeiture/Seizure — Established to account for Police Department proceeds from property seized under MS 609.53. Ice Arena Fund — Established to account for operating the City's ice arena. Golf Course Fund — Established to account for the City's 18-hole golf course and banquet facility. HERO Center Operations Fund — Established to account for the HERO Center operations. COVID 19 Pandemic Relief— Established to account for pandemic relief costs. 115 City of Cottage Grove Subcombining Balance Sheet - Nonmajor Special Revenue Funds December 31, 2020 With Comparative Totals For December 31, 2019 Assets Cash and investments Interfund receivable Due from other governments Accounts receivable Prepaid items Inventories Total assets Liabilities Accounts payable Salaries and benefits payable Interfund payable Due to other governments Deposits payable Total liabilities Fund Balances Nonspendable Restricted Committed Unassigned Total fund balances Total liabilities and fund balances Storm Water Recycling Maintenance Forfeiture/ (215) (230) Seizure (240) Ice Arena (250) $ 80,149 $ 1,074,298 $ 89,681 $ - - 782,204 - - 62,165 - - - 150,670 - 61,664 - - 3,012 $ 80,149 $ 2,069,337 $ 89,681 $ 64,676 6,305 12,415 270 20,496 - 6,478 - 7,694 - - 630,563 - 675 - 31 - 3,012 - - 89,411 - 73,844 2,049,769 - - - - - (597,120) 73,844 2,049,769 89,411 (594,108) $ 80,149 $ 2,069,337 $ 89,681 $ 64,676 116 Totals Nonmajor Special Revenue Funds HERO Center COVID 19 Golf Course Operations Pandemic Fund (255) (290) Relief (220) 2020 2019 $ 27,951 $ - $ 20,518 $ 1,292,597 $ 930,590 - - - 782,204 600,058 - 123,790 - 185,955 353,017 6,928 900 1,500 221,662 383,177 4,840 15,966 - 23,818 14,933 28,265 - - 28,265 25,601 $ 67,984 $ 140,656 $ 22,018 $ 2,534,501 $ 2,307,376 7,610 27,140 20,518 94,754 225,622 13,255 6,831 - 34,258 104,529 - 151,641 - 782,204 600,058 658 346 - 1,710 5,688 - 14,499 - 14,499 3,081 21,523 200,457 20,518 927,425 938,978 33,105 15,966 - 52,083 40,534 - - 1,500 90,911 75,106 13,356 - - 2,136,969 1,736,590 - (75,767) - (672,887) (483,832) 46,461 (59,801) 1,500 1,607,076 1,368,398 $ 67,984 $ 140,656 $ 22,018 $ 2,534,501 $ 2,307,376 117 City of Cottage Grove Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balances - Nonmajor Special Revenue Funds For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Revenues Intergovernmental Charges for services Fines and forfeitures Investment earnings Miscellaneous Total revenues Expenditures Current General Government Public safety Public works Culture and recreation Capital outlay General Government Public safety Public works Culture and recreation Total expenditures Excess of revenues over (under) expenditures Other Financing Sources (Uses) Transfers in Transfers out Total other financing sources (uses) Net change in fund balances Fund Balances Beginning of year End of year Storm Water Recycling Maintenance Forfeiture/ (215) (230) Seizure (240) Ice Arena(250) $ 55,066 $ 226,057 $ - $ 57,000 - 949,712 - 664,531 - - 22,288 - 1,153 24,815 1,208 - - - - 9,598 56,219 1,200,584 23,496 731,129 - - 9,191 54,545 773,935 - - - - 653,735 - - - 56,195 54,545 773,935 9,191 709,930 1,674 426,649 14,305 21,199 - (41,300) - (247,000) (41,300) - (247,000) 1,674 385,349 14,305 (225,801) 72,170 1,664,420 75,106 (368,307) $ 73,844 $ 2,049,769 $ 89,411 $ (594,108) 118 Totals HERO Center COVID 19 Golf Course Operations Pandemic Fund (255) (290) Relief (220) 2020 2019 $ - $ 116,650 $ 2,826,069 $ 3,280,842 $ 278,347 1,858,701 251,660 - 3,724,604 3,760,500 - - - 22,288 61,931 134 - 718 28,028 39,334 4,780 251 1,500 16,129 67,341 1,863,615 368,561 2,828,287 7,071,891 4,207,453 - - 2,607,698 2,607,698 - 486,251 - 495,442 142,241 - - - 828,480 635,345 1,655,586 - - 2,309,321 2,690,757 - - 219,089 219,089 - 11,210 - 11,210 38,321 - - - - 13,354 143,867 - - 200,062 311,849 1,799,453 497,461 2,826,787 6,671,302 3,831,867 64,162 (128,900) 1,500 400,589 375,586 - 126,389 - 126,389 - - - - (288,300) (241,300) - 126,389 - (161,911) (241,300) 64,162 (2,511) 1,500 238,678 134,286 (17,701) (57,290) - 1,368,398 1,234,112 $ 46,461 $ (59,801) $ 1,500 $ 1,607,076 $ 1,368,398 119 %ere p(I d e WO Cottage Grove ,,perity Meet 120 City of Cottage Grove NONMAJOR DEBT SERVICE FUNDS The Debt Service Funds are used to account for the accumulation of resources for, and payment of, interest, principal, and related costs on long-term debt. The City's Debt Service Funds account for three types of bonded indebtedness: Improvement Bonds Refunding Bonds Tax Increment Bonds 121 City of Cottage Grove Subcombining Balance Sheet - Nonmajor Debt Service Funds December 31, 2020 With Comparative Totals for December 31, 2019 Assets Cash and investments Interfund receivable Taxes receivable - delinquent Special assessments receivable Deferred Delinquent Special deferred Total assets Liabilities Accounts payable Interfund payable Interfund loan payable Total liabilities Deferred Inflows of Resources Unavailable revenue - property taxes Unavailable revenue - special assessments Total deferred inflows of resources Fund Balances Restricted Unassigned Total fund balances Total liabilities, deferred inflows of resources, and fund balances 2019B 2017A G.O. 2019A G.O. Equipment 2018A G.O. Capital CIP Bonds Certificate Improvement Improvement (315) (305) Bonds (310) Bonds (371) $ 230,534 $ - $ 1,142,796 $ 496,048 - - 23,354 - 761 892 - 3,489 - - 22,610 - - - 654 - - - 1,226,569 - $ 231,295 $ 892 $ 2,415,983 $ 499,537 23,354 - - 23,354 - - 761 892 - 3,489 - - 1,249,833 - 761 892 1,249,833 3,489 230,534 - 1,166,150 496,048 - (23,354) - - 230,534 (23,354) 1,166,150 496,048 $ 231,295 $ 892 $ 2,415,983 $ 499,537 122 Pavement Management 2016A G.O. Debt Service Refunding (490, 491, 492, Tax Increment Bonds (369) 493) Funds Totals Nonmajor Debt Service Funds 2020 2019 $ 24,610 $ 1,879,500 $ 354,739 $ 4,128,227 $ 3,224,138 - - - 23,354 12,236 1,787 4,797 - 11,726 9,905 - 2,134,827 - 2,157,437 2,666,891 - 2,738 - 3,392 5,003 - 15,473 - 1,242,042 2,447,663 $ 26,397 $ 4,037,335 $ 354,739 $ 7,566,178 $ 8,365,836 $ - $ 500 $ - $ 500 $ - - - - 23,354 12,586 - - 30,032 30,032 30,032 - 500 30,032 53,886 42,618 1,787 4,797 - 11,726 9,905 - 2,153,038 - 3,402,871 5,119,557 1,787 2,157,835 - 3,414,597 5,129,462 24,610 1,879,000 324,707 4,121,049 3,229,884 - - - (23,354) (36,128) 24,610 1,879,000 324,707 4,097,695 3,193,756 $ 26,397 $ 4,037,335 $ 354,739 $ 7,566,178 $ 8,365,836 123 City of Cottage Grove Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balances - Nonmajor Debt Service Funds For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Revenues General property taxes Tax increment collections Special assessments Investment earnings Total revenues Expenditures Current General government Debt service Principal retirement Interest and other charges Total expenditures Excess of revenues over (under) expenditures Other Financing Sources Bond issuance Transfers in Total other financing sources Net change in fund balances Fund Balances Beginning of year End of year 2019B 2017A G.O. 2019A G.O. Equipment 2018A G.O. Capital CIP Bonds Certificate Improvement Improvement (315) (305) Bonds (310) Bonds (371) $ 297,585 $ 349,014 $ 199,830 $ 640,505 - - 770,365 - 338 - 7,817 890 297,923 349,014 978,012 641,395 $ 820 $ 825 $ 991 $ 819 - 250,000 - 355,000 202,578 121,193 228,600 250,100 203,398 372,018 229,591 605,919 94,525 (23,004) 748,421 35,476 94,525 (23,004) 748,421 35,476 136,009 (350) 417,729 460,572 $ 230,534 $ (23,354) $ 1,166,150 $ 496,048 124 Totals Nonmajor Debt Service Funds Pavement Management 2016A G.O. Debt Service Refunding (490, 491, 492, Tax Increment Bonds(369) 493) Funds 2020 2019 $ 190,716 $ 721,227 $ - $ 2,398,877 $ 1,587,867 - - 673,740 673,740 320,000 - 542,228 - 1,312,593 755,784 - 15,541 400 24,986 54,657 190,716 1,278,996 674,146 4,410,196 2,718,308 $ - $ 11,647 $ 2,071 $ 17,173 $ 21,997 330,000 1,225,000 275,000 2,435,000 2,420,000 70,870 378,923 48,820 1,301,084 1,064,830 400,870 1,615,570 325,891 3,753,257 3,506,827 (210,154) (336,574) 348,249 656,939 (788,519) - - - - 133,387 247,000 - - 247,000 493,550 247,000 - - 247,000 626,937 36,846 (336,574) 348,249 903,939 (161,582) (12,236) 2,215,574 (23,542) 3,193,756 3,355,338 $ 24,610 $ 1,879,000 $ 324,707 $ 4,097,695 $ 3,193,756 125 %ere p(I d e WO Cottage Grove ,,perity Meet 126 City of Cottage Grove NONMAJOR CAPITAL PROJECTS FUNDS Capital Projects Funds are used to account for the acquisition and construction of major capital facilities other than those financed by Proprietary Funds. Equipment Replacement Fund — Established to accumulate monies for the replacement of capital equipment. Street Sealcoating — Established to account for the receipt of franchise fees to be used for sealcoating activities. Future Economic Development Fund — Established to account for the receipt and use of monies for economic development purposes. Completed Construction — to account for the various surpluses (deficits) of other Special Assessment Construction Funds. Park Trust — to account for capital projects in new municipal parks. Park Capital Improvements — to account for capital projects in existing municipal parks. Future Storm Sewer Improvements — to collect storm sewer area charges which are designated for future construction. Sewer Connection and Area — to account for sewer connection and area charges. Pavement Management Capital Project Fund — to account for pavement management construction proj ects. Tax Increment Construction Revolving Fund — to account for construction projects that are financed with tax increments. Ice Arena Construction Fund— to account for construction projects related to the Ice Arena. 127 City of Cottage Grove Subcombining Balance Sheet - Nonmajor Capital Projects Funds December 31, 2020 With Comparative Totals for December 31, 2019 Equipment Street Completed Replacement Sealcoating Future Economic Construction Park Trust (210) (235) Development(286) (500) (570) Assets Cash and investments $ 1,317,210 $ 904,670 $ 3,895,025 $ 407,724 $ 1,594,464 Interfund receivable - - - - - Interfund loan receivable - 661,279 Due from other governments 12,964 - Accounts receivable 150,442 9,610 Prepaid items - 10,000 Taxes receivable - delinquent - Special assessments receivable Deferred Special deferred - Property held for resale - - 324,733 - - Total assets $ 1,317,210 $ 1,068,076 $ 4,900,647 $ 407,724 $ 1,594,464 Liabilities Accounts payable $ - $ 660 $ 1,363 $ 16,442 $ 31,024 Interfund payable - - - - Contracts payable 45,311 Deposits payable - Interfund loan payable - - - - Total liabilities 660 1,363 16,442 76,335 Deferred Inflows of Resources Unavailable revenue - tax increment - - - - Unavailable revenue - special assessments Total deferred inflows of resources - Fund Balances Nonspendable 10,000 Restricted - - - - - Assigned 1,317,210 1,067,416 4,889,284 391,282 1,518,129 Unassigned - - - - - Total fund balances 1,317,210 1,067,416 4,899,284 391,282 1,518,129 Total liabilities, deferred inflows of resources, and fund balances $ 1,317,210 $ 1,068,076 $ 4,900,647 $ 407,724 $ 1,594,464 128 Totals Nonmajor Capital Projects Funds Future Storm Pavement Park Capital Sewer Sewer Management Tax Increment Ice Arena Improvement Improvements Connection and Capital Project Construction Construction Fund(515) (585) Area(580) (560) Revolving Fund (526) 2020 2019 $ 1,537,843 $ 3,636,395 $ 732,332 $ 1,776,001 $ 1,389,168 $ $ 17,190,832 $ 16,547,113 33,570 - - - - 33,570 350 - 661,279 759,864 12,964 34,413 160,052 154,946 - 10,000 - 5,144 5,144 2,802 324,782 324,782 524,690 5,169 5,169 5,015 - - - - 324,733 324,733 $ 1,571,413 $ 3,636,395 $ 732,332 $ 2,105,952 $ 1,394,312 $ $ 18,728,525 $ 18,353,926 $ 16,973 $ 17,786 $ 84,953 $ 37,646 $ $ - $ 206,847 $ 1,011,832 - - - - 33,570 33,570 - - - 45,311 202,055 40,000 40,000 20,142 - - - - 631,247 - 631,247 729,832 56,973 17,786 84,953 37,646 631,247 33,570 956,975 1,963,861 - 5,144 5,144 2,802 329,951 - 329,951 529,705 329,951 5,144 335,095 532,507 - 10,000 - - - - - 757,921 757,921 571,030 1,514,440 3,618,609 647,379 1,738,355 - 16,702,104 15,317,720 - - - - - (33,570) (33,570) (31,192) 1,514,440 3,618,609 647,379 1,738,355 757,921 (33,570) 17,436,455 15,857,558 $ 1,571,413 $ 3,636,395 $ 732,332 $ 2,105,952 $ 1,394,312 $ - $ 18,728,525 $ 18,353,926 129 Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balances - Nonmajor Capital Projects Funds For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Revenues Franchise taxes Aggregate taxes Tax increment collections Special assessments Direct charges to developers Intergovernmental Charges for services Rent Investment earnings Interest on interfund loan Connection charges Park dedication fees Donations Miscellaneous Total revenues Expenditures Current General government Economic development Public works Culture and recreation Capital outlay General government Public works Culture and recreation Debt service Interest and other charges Total expenditures Excess of revenues over (under) expenditures Other Financing Sources (Uses) Proceeds from sale of capital assets Bond Issuance Bond Premium Transfers in Transfers out Total other financing sources (uses) Net change in fund balances Fund Balances Beginning of year End of year Future Equipment Street Economic Completed Replacement Sealcoating Development Construction Park Trust (210) (235) (286) (500) (570) $ $ 596,537 $ $ $ 22,699 - 9,817 36,640 81,962 - - 94,114 10,306 26,034 57,369 7,403 21,955 - - 21,895 - - - 1,110,209 - 361,818 - 762 - 400,210 17,135 11,068 821,346 851,109 7,403 1,185,939 10,108 - 686 - - 87,527 - 623 682,278 - - - - 72,268 - - 86,269 1,219,430 72,366 - - - - 1,206,618 1,230,161 754,644 87,527 86,955 1,278,886 (1,219,093) 66,702 763,582 (79,552) (92,947) 13,771 - - 1,637,679 548,870 - (625,480) (548,870) (100,000) 1,651,450 (625,480) (548,870) 448,870 432,357 (558,778) 214,712 (79,552) 355,923 884,853 1,626,194 4,684,572 470,834 1,162,206 $ 1,317,210 $ 1,067,416 $ 4,899,284 $ 391,282 $ 1,518,129 130 Totals Nonmajor Capital Projects Funds Future Storm Pavement Park Capital Sewer Sewer Management Tax Increment Ice Arena Improvement Improvements Connection and Capital Project Construction Construction Fund (515) (585) Area (580) (560) Revolving Fund (526) 2020 2019 $ $ $ $ $ $ $ 596,537 $ 583,715 22,699 22,250 647,919 647,919 765,358 64,551 22,990 65,618 - 199,616 200,405 - - - 81,962 67,789 - 1,500,000 94,114 19,713 436,448 - - - - 436,448 416,220 22,390 58,441 3,740 26,599 12,432 1,072 247,741 489,175 - - - - - - 21,895 23,903 792,024 785,072 1,577,096 1,281,918 - - 1,110,209 472,500 - 361,818 357,003 4,525 - - - - 422,632 550,580 463,363 915,016 811,802 92,217 660,351 1,072 5,820,686 6,750,529 - 10,794 8,463 - - - 451,565 539,092 447,061 - 113,733 129,938 1,590 - 928,162 277,101 165,210 - - - 237,478 168,944 - - - - 86,269 - - 632,856 56,349 157,475 - 2,138,476 4,886,952 100,623 - - - - 3,450 1,310,691 3,185,414 - - - 21,895 - 21,895 76,419 265,833 746,589 186,287 159,065 473,460 3,450 5,272,857 9,050,354 197,530 168,427 625,515 (66,848) 186,891 (2,378) 547,829 (2,299,825) - - - - 13,771 35,932 - 2,845,000 - - - 111,990 100,000 135,071 2,421,620 1,391,147 - (129,973) - (1,404,323) (2,149,230) 100,000 (129,973) 135,071 - 1,031,068 2,234,839 297,530 38,454 625,515 68,223 186,891 (2,378) 1,578,897 (64,986) 1,216,910 3,580,155 21,864 1,670,132 571,030 (31,192) 15,857,558 15,922,544 $ 1,514,440 $ 3,618,609 $ 647,379 $ 1,738,355 $ 757,921 $ (33,570) $ 17,436,455 $ 15,857,558 131 City of Cottage Grove Schedule of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual Recycling Special Revenue Fund For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Revenues Intergovernmental Investment earnings Miscellaneous Total revenues Expenditures Current Public works Excess of revenues over (under) expenditures Fund Balances Beginning of year End of year 2020 Budgeted Amounts Original Final $ 55,000 $ 55,000 $ 2019 Variance with Actual Final Budget - Amounts Over (Under) Actual 55,066 $ 66 $ 54,466 1,153 1,153 2,191 - - 144 55,000 55,000 56,219 1,219 56,801 62,030 62,030 54,545 (7,485) 49,700 $ (7,030) $ (7,030) 1,674 $ 8,704 72,170 $ 73,844 7,101 65,069 $ 72,170 132 City of Cottage Grove Schedule of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual - Storm Water Maintenance Special Revenue Fund For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 2020 2019 Budgeted Amounts Variance with Actual Final Budget - Original Final Amounts Over (Under) Actual Revenues Charges for services $ 906,000 $ 906,000 $ 949,712 $ 43,712 $ 884,674 Investment earnings 10,000 10,000 24,815 14,815 35,101 Intergovernmental - - 226,057 226,057 66,611 Total revenues 916,000 916,000 1,200,584 284,584 986,386 Expenditures Current Public works 536,835 536,835 773,935 237,100 585,645 Capital outlay Public works - - - - 13,354 Total expenditures 536,835 536,835 773,935 237,100 598,999 Excess of revenues over expenditures 379,165 379,165 426,649 47,484 387,387 Other Financing Uses Transfers out (41,300) (41,300) (41,300) - (41,300) Net change in fund balance $ 337,865 $ 337,865 385,349 $ 47,484 346,087 Fund Balances Beginning of year 1,664,420 1,318,333 End of year $ 2,049,769 $ 1,664,420 133 City of Cottage Grove Schedule of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual - Forfeiture/Seizure Special Revenue Fund For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 2020 2019 Budgeted Amounts Variance with Actual Final Budget - Original Final Amounts Over (Under) Actual Revenues Fines and forfeitures $ 30,060 $ 30,060 $ 22,288 $ (7,772) $ 61,931 Intergovernmental 8,000 8,000 - (8,000) - Investment income 200 200 1,208 1,008 1,614 Total revenues 38,260 38,260 23,496 (14,764) 63,545 Expenditures Current Public safety Capital outlay Public safety Total expenditures Excess of revenues over expenditures Fund Balance Beginning of year End of year 19,230 19,230 9,191 (10,039) 24,882 10,100 10,100 - (10,100) - 29,330 29,330 9,191 (20,139) 24,882 $ 8,930 $ 8,930 14,305 $ 5,375 75,106 $ 89,411 38,663 36,443 S 75,106 134 City of Cottage Grove Schedule of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual - Ice Arena Special Revenue Fund For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 2020 2019 Budgeted Amounts Variance with Actual Final Budget - Original Final Amounts Over (Under) Actual Revenues Intergovernmental $ 57,000 $ 57,000 $ 57,000 $ - $ 57,000 Charges for services 1,026,500 1,026,500 664,531 (361,969) 908,230 Investment earnings 6,000 6,000 - (6,000) - Contributions and donations - - - - 25,500 Miscellaneous - - 9,598 9,598 39,327 Total revenues 1,089,500 1,089,500 731,129 (358,371) 1,030,057 Expenditures Current Culture and recreation 823,710 823,710 653,735 (169,975) 842,389 Capital outlay Culture and recreation 82,000 82,000 56,195 (25,805) 189,147 Total expenditures 905,710 905,710 709,930 (195,780) 1,031,536 Excess of revenues over (under) expenditures 183,790 183,790 21,199 (162,591) (1,479) Other Financing Uses Transfers out (247,000) (247,000) (247,000) - (200,000) Net change in fund balances $ (63,210) $ (63,210) (225,801) $ (162,591) (201,479) Fund Balance Beginning of year End of year (368,307) $ (594,108) (166,828) $ (368,307) 135 Revenues Intergovernmental Charges for services Investment earnings Miscellaneous Total revenues Expenditures Current Culture and recreation Capital outlay Culture and recreation Debt Service Principal retirement Interest and other charges Total expenditures Net change in fund balances Fund Balance Beginning of year End of year City of Cottage Grove Schedule of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual - Golf Course Special Revenue Fund For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Budgeted Amounts Original Final 2020 2019 Variance with Actual Final Budget - Amounts Over (Under) $ - $ - $ - $ - $ 1,880 1,976,045 1,976,045 1,858,701 (117,344) 1,967,596 - - 134 134 428 - 4,780 4,780 2,370 1,976,045 1,976,045 1,863,615 (112,430) 1,972,274 1,768,785 1,768,785 1,655,586 (113,199) 1,848,368 225,000 225,000 143,867 (81,133) 122,702 38,900 38,900 - (38,900) - 3,160 3,160 - (3,160) - 2,035,845 2,035,845 1,799,453 (236,392) 1,971,070 $ (59,800) $ (59,800) 64,162 $ 123,962 1,204 (17,701) (18,905) $ 46,461 $ (17,701) 136 City of Cottage Grove Schedule of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual HERO Center Operations Special Revenue Fund For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Revenues Intergovernmental Charges for services Miscellaneous Total revenues Expenditures Current Public safety Capital outlay Public safety Total expenditures Excess of revenues over (under) expenditures Other Financing Sources Transfers in Net change in fund balances Fund Balances Beginning of year End of year 2020 2019 Budgeted Amounts Variance with Actual Final Budget - Original Final Amounts Over (Under) Actual $ 2,000 $ 2,000 $ 116,650 $ 114,650 $ 98,390 484,630 484,630 251,660 (232,970) - 100 100 251 151 - 486,730 486,730 368,561 (118,169) 98,390 406,100 406,100 486,251 80,151 117,359 - - 11,210 11,210 38,321 406,100 406,100 497,461 91,361 155,680 80,630 80,630 (128,900) (209,530) - - 126,389 126,389 $ 80,630 $ 80,630 (2,511) $ (83,141) (57,290) $ (59,801) (57,290) (57,290) $ (57,290) 137 City of Cottage Grove Schedule of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual COVID 19 Pandemic Relief Special Revenue Fund For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Revenues Intergovernmental Investment earnings Miscellaneous Total revenues Expenditures Current General government Capital outlay General government Total expenditures Net change in fund balance Fund Balances Beginning of year End of year 2020 2019 Budgeted Amounts Variance with Actual Final Budget - Original Final Amounts Over (Under) Actual $ - $ - $ 2,826,069 $ 2,826,069 $ - - 718 718 - 1,500 1,500 - - 2,828,287 2,828,287 - - 2,607,698 2,607,698 - - 219,089 219,089 2,826,787 - 1,500 $ 2,828,287 $ 1,500 138 City of Cottage Grove INTERNAL SERVICE FUNDS Internal Service Funds account for the financing of goods or services provided by one department or division to other departments or divisions of the city and to other governmental units, on a cost reimbursement basis. Self -Insurance Fund — Established to provide self-insurance for the City and its officers, employees and agents for claims in excess of standard deductibles and to account for the City flexible spending program and purchase of insurance. Fleet Maintenance Fund — Established to account for costs related to repair and maintenance of City equipment and vehicles. Revenues received from departments are based on level of service performed. Information Services Fund — Established to account for costs related to accessing information electronically and maintaining technology services including phone, voicemail and internet services. Revenues received from departments are based on usage of those technology services. 139 City of Cottage Grove Combining Statement of Net Position - Internal Service Funds December 31, 2020 With Comparative Totals for December 31, 2019 Totals Fleet Self Insurance Maintenance Information (700) (710) Services(720) 2020 2019 Assets Current assets Cash and investments (Including cash equivalents) $ 1,317,222 $ - $ $ 1,317,222 $ 1,889,721 Accounts receivable 12,271 643 12,914 6,174 Interfund receivable 358,682 - 358,682 79,877 Inventories - 121,143 121,143 95,599 Prepaid items 289,099 260 132,754 422,113 290,485 Total current assets 1,977,274 122,046 132,754 2,232,074 2,361,856 Noncurrent assets Capital assets Land - 424,665 - 424,665 424,665 Buildings and improvements 928,870 - 928,870 928,870 Equipment and furniture - 137,566 137,566 171,318 Machinery and equipment 512,274 - 512,274 373,277 Total capital assets 1,865,809 137,566 2,003,375 1,898,130 Accumulated depreciation (913,358) (104,764) (1,018,122) (873,647) Total noncurrent assets 952,451 32,802 985,253 1,024,483 Total assets 1,977,274 1,074,497 165,556 3,217,327 3,386,339 Deferred Outflows of Resources Deferred outflows of resources related to pensions - 42,111 23,043 65,154 42,473 Deferred outflows of resources related to OPEB 1,843 925 2,768 1,709 Total deferred outflows of resources - 43,954 23,968 67,922 44,182 Total assets and deferred outflows of resources $ 1,977,274 $ 1,118,451 $ 189,524 $ 3,285,249 S 3,430,521 Liabilities Current liabilities Accounts payable $ 9,354 $ 16,555 $ 41,648 $ 67,557 $ 152,634 Salaries payable 522 20,260 10,751 31,533 44,236 Health care benefits payable 26,104 - - 26,104 31,703 Interfund payable - 57,046 301,636 358,682 79,877 Unpaid claims 325,646 - - 325,646 201,608 Due to other governments 6,535 1,221 8 7,764 1,261 Compensated absences payable - 27,131 18,710 45,841 38,082 Total current liabilities 368,161 122,213 372,753 863,127 549,401 Noncurrent liabilities Compensated absences payable - 20,940 6,722 27,662 17,764 Net pension liability 352,682 192,990 545,672 382,644 Total OPEB liability 14,656 7,355 22,011 15,967 Total noncurrent liabilities - 388,278 207,067 595,345 416,375 Total liabilities 368,161 510,491 579,820 1,458,472 965,776 Deferred Inflows of Resources Deferred inflows of resources related to pensions - 15,996 8,753 24,749 71,696 Deferred inflows of resources related to OPEB 917 460 1,377 902 Total deferred inflows of resources 16,913 9,213 26,126 72,598 Net Position Net investment in capital assets - 952,451 32,802 985,253 1,024,483 Unrestricted 1,609,113 (361,404) (432,311) 815,398 1,367,664 Total net position 1,609,113 591,047 (399,509) 1,800,651 2,392,147 Total liabilities, deferred inflows of resources, and net position $ 1,977,274 $ 1,118,451 $ 189,524 $ 3,285,249 $ 3,430,521 140 City of Cottage Grove Combining Statement of Revenues, Expenses, and Changes in Net Position - Internal Service Funds For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Fleet Self Insurance Maintenance Information (700) (710) Services (720) Totals 2020 2019 Operating Revenues Charges for services User fees $ - $ 1,380,175 $ 839,430 $ 2,219,605 $ 1,870,092 Employee benefits 2,185,390 - - 2,185,390 2,056,645 Insurance refunds and reimbursements 46,595 - - 46,595 54,647 Total operating revenues 2,231,985 1,380,175 839,430 4,451,590 3,981,384 Operating Expenses Operating and maintenance Personal services - 738,789 327,023 1,065,812 724,822 Contractual services - 219,997 499,107 719,104 697,182 Commodities - 489,706 147,781 637,487 717,877 Administrative and general Personal insurance benefits 1,865,292 - - 1,865,292 1,837,782 Contractual services 380,101 - - 380,101 265,272 Claims 369,067 - - 369,067 204,025 Depreciation - 53,380 20,652 74,032 72,636 Total operating expenses 2,614,460 1,501,872 994,563 5,110,895 4,519,596 Operating loss (382,475) (121,697) (155,133) (659,305) (538,212) Nonoperating Revenues Investment income 33,443 134 - 33,577 58,416 Loss on sale of asset - - (21,820) (21,820) - Miscellaneous 8,219 4,847 - 13,066 8,477 Total nonoperating revenues 41,662 4,981 (21,820) 24,823 66,893 Income before capital contributions (340,813) (116,716) (176,953) (634,482) (471,319) Capital contributions - 42,986 - 42,986 - Change in net position (340,813) (73,730) (176,953) (591,496) (471,319) Net Position Beginning of year 1,949,926 664,777 (222,556) 2,392,147 2,863,466 End ofyear $ 1,609,113 $ 591,047 $ (399,509) $ 1,800,651 $ 2,392,147 141 City of Cottage Grove Combining Statement of Cash Flows - Internal Service Funds For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Cash Flows - Operating Activities Receipts from interfund services provided Receipts from insurance refunds and reimbursements Payments to suppliers Payments to employees Miscellaneous revenue Net cash flows - operating activities Cash Flows - Noncapital Financing Activities Advances to/from other funds Cash Flows - Capital and Related Financing Activities Acquisition of capital assets Cash Flows - Investing Activities Interest and dividends received Net change in cash and cash equivalents Cash and Cash Equivalents January 1 December 31 Reconciliation of Operating Loss to Net Cash Flows - Operating Activities Operating loss Adjustments to reconcile operating loss to net cash flows - operating activities Depreciation expense Miscellaneous revenue Pension expense Receivables Prepaid items Inventory Accounts payable Unpaid claims Due to other governmental units Salaries payable Health care benefits payable Compensated absences payable OPEB expense Total adjustments Net cash flows - operating activities Noncash Investing, Capital, and Financing Activities Capital asset contributions Totals Fleet Self Insurance Maintenance Information (700) (710) Services (720) 2020 2019 $ 2,179,013 $ 1,379,812 $ 839,430 $ 4,398,255 $ 3,920,563 46,595 - - 46,595 54,647 (653,374) (820,043) (744,050) (2,217,467) (1,765,827) (1,870,775) (644,975) (317,139) (2,832,889) (2,486,393) 8,219 4,846 13,065 8,477 (290,322) (80,360) (221,759) (592,441) (268,533) (278,805) 57,046 221,759 - (13,635) 33,443 134 (535,684) (36,815) (13,635) (13,937) - 33,577 58,416 - (572,499) (224,054) 1,852,906 36,815 - 1,889,721 2,113,775 $ 1,317,222 $ $ $ 1,317,222 $ 1,889,721 $ (382,475) $ (121,697) $ (155,133) $ (659,305) $ (538,212) - 53,380 20,652 74,032 72,636 8,219 4,846 - 13,065 8,477 - 81,201 12,199 93,400 56,167 (6,377) (363) - (6,740) (6,174) (39,070) (260) (92,298) (131,628) (7,972) - (25,544) - (25,544) 20,365 4,330 (84,535) (4,872) (85,077) 73,984 124,038 - - 124,038 31,484 6,496 (1) 8 6,503 668 116 (6,868) (5,951) (12,703) 12,957 (5,599) - - (5,599) (7,316) 14,455 3,202 17,657 11,476 - 5,026 434 5,460 2,927 92,153 41,337 (66,626) 66,864 269,679 $ (290,322) $ (80 360) $ (221,759) $ (592,441) $ (268,533) $ $ 42,986 $ - $ 42,986 $ - 142 City of Cottage Grove ECONOMIC DEVELOPMENT AUTHORITY COMPONENT UNIT Established to account for the receipt and use of monies for economic development purposes. 143 City of Cottage Grove Combining Balance Sheet - All Governmental Fund Types - Economic Development Authority Component Unit December 31, 2020 With Comparative Totals for December 31, 2019 Assets Accounts receivable Prepaid items Taxes receivable - delinquent Loan receivable Property held for resale Total assets Liabilities Accounts payable Salaries and benefits payable Due to other governments Deposits Payable Total liabilities Deferred inflows of resources Unavailable revenue - property taxes Fund balances Nonspendable Restricted Total fund balances Total liabilities, deferred inflows of resources, and fund balances Fund balance reported above Other long-term assets, including property taxes receivable, are not available to pay for current -period expenditures, and therefore, are deferred in the governmental funds. Deferred outflows of resources and deferred inflows of resources are created as a result of various differences related to pensions that are not recognized in the governmetnal funds. Deferred inflows of resources related to pensions Deferred outflows of resources related to pensions Deferred inflows of resources related to OPEB Deferred outflows of resources related to OPEB Long-term liabilties, including bonds payable, compenstated absences, net pension liability, and other post employment benefits, are not due and payable in the current period and therefore are not reported in the funds. Net position of component unit Totals Economic Development Authority Economic Component Unit Development Authority (285) 2020 2019 $ 12,685 $ 12,685 $ 4,596 1,275 1,275 - 956 956 1,031 73,299 73,299 99,741 311,718 311,718 311,718 $ 399,933 $ 399,933 $ 417,086 14,918 14,918 23,899 5,376 5,376 12,121 366,017 366,017 140,667 - - 10,000 386,311 386,311 186,687 956 956 1,031 1,275 1,275 - 11,391 11,391 229,368 12,666 12,666 229,368 $ 399,933 $ 399,933 $ 417,086 $ 12,666 956 (6,022) 15,853 (307) 617 (147,818) $ (124,055) 144 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances - All Governmental Fund Types - Economic Development Authority Component Unit For the Year Ended December 31, 2020 With Compartive Totals for the Year Ended December 31, 2019 Revenues General property taxes Intergovernmental Charges for services Investment earnings Interest on loan to primary government Miscellaneous Total revenues Expenditures Current General government Personal services Commodities Contractual services Capital outlay General government Total expenditures Excess of revenues under expenditures Fund Balances Beginning of year End of year Net decrease in fund balance reported above Revenues in the Statement of Activities that do not report current financial resources are not reported as revenues in the funds General property taxes unavailable revenue: At December 31, 2019 At December 31, 2020 Governmental funds recognize pension contributions as expenditures at the time of payment whereas the Statement of Activities factors in items related to pensions on a full accrual perspective. Governmental funds recognize OPEB activity as expenditures at the time of payment whereas the Statement of Activties factors in items related to pensions on a full accrual perspective. Some expenses reported in the Statement of Activities do not require the use of current financial resources and therefore are not reported as expenditures in governmetnal funds: Compensated absences: At December 31, 2019 At December 31, 2020 Change in net position of component unit Economic Development Authority (285) Totals 2020 2019 $ 125,305 $ 125,305 $ 125,017 14,978 14,978 - 75,000 75,000 3,716,644 8,448 8,448 27,967 805 805 1,263 29,758 29,758 - 254,294 254,294 3,870,891 214,188 214,188 213,832 253 253 - 256,555 256,555 1,774,880 - - 2,094,334 470,996 470,996 4,083,046 (216,702) (216,702) (212,155) 229,368 229,368 441,523 $ 12,666 $ 12,666 $ 229,368 $ (216,702) (1,031) 956 8,168 287 8,705 (10,145) $ (209,762) 145 %ere p(I d e WO Cottage Grove ,,perity Meet 146 SUPPLEMENTARY FINANCIAL INFORMATION 147 City of Cottage Grove Combined Schedule of Bonded Indebtedness December 31, 2020 Interest Rate Dated Final Payment Primary Government General Obligation Bonds $1,405,000 Tax Increment Bonds of 2004A 3.00%-4.65% 7/1/2004 2/1/2024 $1,405,000 Tax Increament Refunding Bonds of 2014A 2.00%-2.50% 5/29/2014 2/1/2021 $4,660,000 G.O. Refunding Bonds of 2016A 2.00%-3.00% 1/28/2016 2/1/2027 $9,155,000 G.O. CIP Bonds of 2017A 2.50%-3.25% 5/11/2017 2/l/2038 $4,090,000 G.O. CIP Bonds of 2019A 3.00%-4.00% 2/14/2019 2/1/2040 Total General Obligation Bonds Equipment Certificate $2,845,000 Equipment Certificate of 2019B 3.00% 2/14/2019 2/1/2029 Special Assessment Debt Improvement Bonds of 2012A 0.30%-2.20% 3/13/2012 2/l/2027 Improvement Bonds of 2013A 3.00%-3.50% 9/26/2013 2/1/2029 Improvement Bonds of 2015A 2.50%-3.00% 5/27/2015 2/1/2031 Improvement Bonds of2016B 2.00%-2.10% 11/16/2016 2/1/2033 Improvement Bonds of 2018A 3.00% 6/26/2018 2/1/2035 Total Special Assessment Debt with Governmental Commitment Total Bonded Indebtedness - Primary Government Total Bonded Indebtedness - Reporting Entity Authorized and Issued Retired Outstanding Principal due Interest due in 2021 in 2021 $ 1,405,000 $ 520,000 $ 885,000 $ 65,000 $ 39,040 1,405,000 1,205,000 200,000 200,000 2,500 4,660,000 2,110,000 2,550,000 340,000 60,000 9,155,000 700,000 8,455,000 365,000 239,300 4,090,000 - 4,090,000 145,000 135,484 20,715,000 4,535,000 16,180,000 1,115,000 476,324 2,845,000 250,000 2,595,000 255,000 74,025 1,865,000 975,000 890,000 130,000 16,118 7,345,000 2,505,000 4,840,000 475,000 145,740 5,700,000 1,395,000 4,305,000 365,000 115,610 4,275,000 700,000 3,575,000 275,000 69,170 7,620,000 - 7,620,000 410,000 222,450 26,805,000 5,575,000 21,230,000 1,655,000 569,088 50,365,000 10,360,000 40,005,000 3,025,000 1,119,437 $ 50,365,000 $ 10,360,000 $ 40,005,000 $ 3,025,000 $ 1,119,437 149 City of Cottage Grove Debt Service Payments to Maturity December 31, 2020 Primary Government General Obligation Bonds Tax Increment Revenue Bonds $1,405,000 Tax $4,660,000 $1,405,000 Tax Increment G.O. $9,155,000 $4,090,000 Increment Refunding Total Tax Refunding G.O. CIP G.O. CIP Total General Bonds of Bonds of Increment Bonds of Bonds of Bonds of Total Revenue Obligation 2004A 2014A Bonds 2016A 2017A 2019A Bonds Bonds Bonds payable $ 885,000 $ 200,000 $ 1,085,000 $ 2,550,000 $ 8,455,000 $ 4,090,000 $ 15,095,000 $ 16,180,000 Future interest payable 97,465 2,500 99,965 211,400 2,408,300 1,476,240 4,095,940 4,195,905 Totals $ 982,465 $ 202,500 $ 1,184,965 $ 2,761,400 $ 10,863,300 $ 5,566,240 $ 19,190,940 $ 20,375,905 Payments to maturity 2021 $ 104,040 $ 202,500 $ 306,540 $ 400,000 $ 604,299 $ 280,484 $ 1,284,783 $ 1,591,323 2022 286,872 - 286,872 399,650 603,200 279,584 1,282,434 1,569,306 2023 294,810 - 294,810 394,075 606,725 278,484 1,279,284 1,574,094 2024 296,743 - 296,743 393,275 604,875 277,184 1,275,334 1,572,077 2025 - - - 394,050 602,725 280,584 1,277,359 1,277,359 2026 - - - 391,500 605,200 278,684 1,275,384 1,275,384 2027 - - - 388,850 603,388 276,584 1,268,822 1,268,822 2028 - - - - 607,325 280,134 887,459 887,459 2029 - - - - 605,950 279,359 885,309 885,309 2030 - - - - 603,738 278,434 882,172 882,172 2031 - - - - 605,607 277,359 882,966 882,966 2032 - - - - 602,131 276,134 878,265 878,265 2033 - - - - 602,675 279,684 882,359 882,359 2034 - - - - 602,151 278,009 880,160 880,160 2035 - - - - 601,175 276,040 877,215 877,215 2036 - - - - 599,750 278,486 878,236 878,236 2037 - - - - 602,799 275,484 878,283 878,283 2038 - - - - 599,587 277,234 876,821 876,821 2039 - - - - - 278,654 278,654 278,654 2040 - - - - - 279,641 279,641 279,641 Totals $ 982,465 $ 202,500 $ 1,184,965 $ 2,761,400 $ 10,863,300 $ 5,566,240 $ 19,190,940 $ 20,375,905 150 Primary Government Equipment Special Assessment Bonds Certificate Pavement Management $2,845,000 Equipment $1,865,000 $7,345,000 $5,700,000 $4,275,000 $7,620,000 Total Pavement Certificate of Bonds of Bonds of Bonds of Bonds of Bonds of Management 2019B 2012A 2013A 2015A 2016B 2018A Bonds $ 2,595,000 $ 890,000 $ 4,840,000 $ 4,305,000 $ 3,575,000 $ 7,620,000 $ 21,230,000 365,775 60,983 741,246 663,350 455,700 1,839,900 3,761,179 $ 2,960,775 $ 950,983 $ 5,581,246 $ 4,968,350 $ 4,030,700 $ 9,459,900 $ 24,991,179 $ 329,025 $ 146,118 $ 620,740 $ 480,610 $ 344,170 $ 632,450 $ 2,224,088 331,225 144,005 621,265 474,585 338,670 630,000 2,208,525 328,200 146,685 621,340 473,335 343,070 632,175 2,216,605 329,950 149,070 620,965 461,935 337,370 633,900 2,203,240 326,475 146,200 620,140 460,385 331,670 630,250 2,188,645 327,775 148,135 618,590 459,535 325,970 631,225 2,183,455 328,775 70,770 620,944 449,535 325,220 631,750 2,098,219 329,475 - 616,587 443,966 319,420 631,825 2,011,798 329,875 - 620,675 442,691 313,620 631,450 2,008,436 - - - 431,383 312,770 630,625 1,374,778 - - - 390,390 311,820 629,350 1,331,560 - - - - 305,670 627,625 933,295 - - - - 121,260 630,375 751,635 - - - - - 627,600 627,600 - - - - - 629,300 629,300 $ 2,960,775 $ 950,983 $ 5,581,246 $ 4,968,350 $ 4,030,700 $ 9,459,900 $ 24,991,179 151 %ere Pcldp- V6 Cottage Grove V,jcV.$Ptfity meet 152 Year of Tax Levy/Collection City of Cottage Grove Deferred Tax Levies December 31, 2020 Special Assessment Bonds Pavement Management $1,865,000 $7,345,000 $5,700,000 $4,275,000 $7,620,000 Total Special Bonds of Bonds of Bonds of Bonds of Bonds of Assessment 2012A 2013A 2015A 2016B 2018A Bonds 2020/21 $ 82,638 $ 411,150 $ 319,863 $ 192,598 $ 381,079 $ 1,387,328 2021/22 85,567 411,466 323,765 201,117 383,599 1,405,514 2022/23 88,266 411,308 316,853 198,926 385,646 1,400,999 2023/24 85,326 410,678 320,440 196,736 381,971 1,395,151 2024/25 87,489 409,576 323,712 194,545 383,231 1,398,553 2025/26 42,424 412,673 318,269 197,604 384,019 1,354,989 2026/27 - 409,271 318,076 195,308 384,334 1,306,989 2027/28 - 414,022 321,939 193,013 384,176 1,313,150 2028/29 - - 315,014 195,967 383,546 894,527 2029/30 - - 328,911 198,816 382,444 910,171 2030/31 - - - 196,310 380,868 577,178 2031/32 - - - 70,082 384,071 454,153 2032/33 - - - - 381,393 381,393 2033/34 - - - - 383,493 383,493 Totals $ 471,710 $ 3,290,144 $ 3,206,842 $ 2,231,022 $ 5,363,870 $ 14,563,588 153 City of Cottage Grove Subcombining Balance Sheet - Pavement Management Debt Service Schedule December 31, 2020 With Comparative Totals for December 31, 2019 Assets Cash and investments Taxes receivable - delinquent Special assessments receivable Deferred Delinquent Special deferred Total assets Liabilities Accounts payable Deferred Inflows of Resources Unavailable revenue - property taxes Unavailable revenue - special assessments Total deferred inflows of resources Fund Balances Restricted Total liabilities, deferred inflows of resources, and fund balances G.O. G.O. G.O. G.O. Improvement Improvement Improvement Improvement Bonds 2012A Bonds 2013A Bonds 2015A Bonds 2016B (490) (491) (492) (493) $ 265,114 $ 386,392 $ 937,474 $ 290,520 564 2,280 1,261 692 134,149 666,237 741,097 593,344 - 545 1,287 906 - 695 5,767 9,011 $ 399,827 $ 1,056,149 $ 1,686,886 $ 894,473 $ 500 $ - $ - $ - 564 2,280 1,261 692 134,149 667,477 748,151 603,261 134,713 669,757 749,412 603,953 264,614 386,392 937,474 290,520 $ 399,827 $ 1,056,149 $ 1,686,886 $ 894,473 154 Totals Pavement Management Debt Service Schedule 2020 2019 $ 1,879,500 $ 2,215,574 4,797 4,792 2,134,827 2,567,907 2,738 4,770 15,473 19,726 $ 4,037,335 $ 4,812,769 500 4,797 4,792 2,153,038 2,592,403 2,157,835 2,597,195 1,879,000 2,215,574 $ 4,037,335 $ 4,812,769 155 City of Cottage Grove Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balances - Pavement Management Debt Service Schedule For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Revenues General property taxes Special assessments Investment earnings Total revenues Expenditures Current General government Debt service Principal Interest and other charges Total expenditures Net change in fund balances Fund Balances Beginning of year End of year G.O. G.O. G.O. Improvement Improvement Improvement Bonds 2012A Bonds 2013A Bonds 2015A (490) (491) (492) $ 70,193 $ 300,723 $ 200,287 44,657 155,039 232,851 2,783 1,213 9,831 117,633 456,975 442,969 1,560 1,988 6,487 130,000 465,000 355,000 18,003 159,840 126,410 149,563 626,828 487,897 (31,930) (169,853) (44,928) 296,544 556,245 982,402 $ 264,614 $ 386,392 $ 937,474 156 G.O. Improvement Bonds201613 (493) Totals Pavement Management Debt Service Schedule 2020 2019 $ 150,024 $ 721,227 $ 669,475 109,681 542,228 599,727 1,714 15,541 40,426 261,419 1,278,996 1,309,628 1,612 11,647 5,732 275,000 1,225,000 1,205,000 74,670 378,923 412,295 351,282 1,615,570 1,623,027 (89,863) (336,574) (313,399) 380,383 2,215,574 2,528,973 $ 290,520 $ 1,879,000 $ 2,215,574 157 City of Cottage Grove Subcombining Balance Sheet - Tax Increment Construction Revolving Schedule December 31, 2020 With Comparative Totals for December 31, 2019 TIF 1-12 (532, TIF 1-8 (533) 534) TIF 1-15 (529) TIF 1-16 (528) Assets Cash and investments $ 403,909 $ 966,024 $ 14,777 $ 2,658 Taxes receivable - delinquent - 5,144 - - Total assets $ 403,909 $ 971,168 $ 14,777 $ 2,658 Liabilities Accounts payable - - - - Interfundloan payable - - 368,816 212,687 Total liabilities - - 368,816 212,687 Deferred Inflows of Resources Unavailable revenue - tax increment - 5,144 - - Fund Balances Restricted 403,909 966,024 - - Unassigned - - (354,039) (210,029) Total fund balances 403,909 966,024 (354,039) (210,029) Total liabilities, deferred inflows of resources, and fund balances $ 403,909 $ 971,168 $ 14,777 $ 2,658 158 Totals TIF Revolving Capital TIF 1-17 Reconciliation Project Schedule Dominium to Nomnajor (540) TIF 1- 18 (542) Fund 2020 2019 $ 4 $ 1,796 $ - $ 1,389,168 $ 1,301,976 - - - 5,144 2,802 $ 4 $ 1,796 $ - $ 1,394,312 $ 1,304,778 32,268 17,476 32,268 17,476 - - 1,114 - 631,247 729,832 631,247 730,946 - 5,144 2,802 (612,012) 757,921 571,030 (32,264) (15,680) 612,012 - - (32,264) (15,680) - 757,921 571,030 $ 4 $ 1,796 $ - $ 1,394,312 $ 1,304,778 159 City of Cottage Grove Subcombining Schedule of Revenues, Expenditures, and Changes in Fund Balances - Tax Increment Construction Revolving Schedule For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Revenues Tax increment collections Investment earnings Total revenues Expenditures Current Economic development Debt service Interest and other charges Total expenditures Net change in fund balances Fund Balances Beginning of year End of year TIF 1-12 (532, TIF 1-8 (533) 534) TIF 1-15 (529) TIF 1-16 (528) $ - $ 286,029 $ 69,202 $ 47,438 12,064 285 46 - 298,093 69,487 47,484 - 186,249 282 583 - 12,758 7,506 186,249 13,040 8,089 - 111,844 56,447 39,395 403,909 854,180 (410,486) (249,424) $ 403,909 $ 966,024 $ (354,039) $ (210,029) f role] TIF 1-17 Dominium (540) TIF 1-18 (542) Totals TIF Revolving Capital Project Schedule 2020 2019 $ 229,935 $ 15,315 $ 647,919 $ 765,358 37 - 12,432 13,982 229,972 15,315 660,351 779,340 254,830 9,621 451,565 293,232 1,017 614 21,895 23,903 255,847 10,235 473,460 317,135 (25,875) 5,080 186,891 462,205 (6,389) (20,760) 571,030 108,825 $ (32,264) $ (15,680) $ 757,921 $ 571,030 161 Assets Cash and investments Liabilities Interfund loan payable Fund Balances Restricted Unassigned Total fund balances Total liabilities and fund balances City of Cottage Grove Subcombining Balance Sheet - TIF Debt Service Revolving Schedule December 31, 2020 With Comparative Totals for December 31, 2019 Totals TIF Debt Service Revolving Schedule 2014A Taxable 2014A Exempt Tax Increment Increment Refunding Bonds TIF 1- Bonds TIF 1- 12 (338) 12 (341) 2020 2019 $ 112,093 $ 242,646 $ 354,739 $ 6,490 $ - $ 30,032 $ 30,032 $ 30,032 112,093 212,614 324,707 - - - - (23,542) 112,093 212,614 324,707 (23,542) $ 112,093 $ 242,646 $ 354,739 $ 6,490 162 City of Cottage Grove Subcombining Statement of Revenues, Expenditures, and Changes in Fund Balances - TIF Debt Service Revolving Schedule For the Year Ended December 31, 2020 With Comparative Totals for the Year Ended December 31, 2019 Revenues Tax increment collections Investment earnings Total revenues Expenditures Current Economic development Debt service Principal retirement Interest and other charges Total expenditures Excess of revenues over (under) expenditures Fund Balances Beginning of year End of year Totals TIF Debt Service Revolving Schedule 2004A Tax 2014A Taxable Exempt Tax Increment Increment Refunding Bonds TIF 1- Bonds TIF 1- 12(338) 12(341) 2020 2019 $ 185,240 $ 488,500 $ 673,740 $ 320,000 121 279 400 79 185,361 488,779 674,140 320,079 919 1,152 2,071 14,872 35,000 240,000 275,000 260,000 41,240 7,580 48,820 55,190 77,159 248,732 325,891 330,062 108,202 240,047 348,249 (9,983) 3,891 (27,433) (23,542) (13,559) $ 112,093 $ 212,614 $ 324,707 $ (23,542) 163 %ere Pcldp- V6 Cottage Grove V,jcV.$Ptfity meet 164 STATISTICAL SECTION (UNAUDITED) 165 City of Cottage Grove Statistical Section (Unaudited) This part of the City of Cottage Grove' comprehensive annual financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the City's overall financial health. Financial Trends These schedules contain trend information to help the reader understand how the government's financial performance and well-being have changed over time. Table 1 — Net Position by Component Table 2 — Changes in Net Position Table 3 — Fund Balances of Governmental Funds Table 4 — Changes in Fund Balances of Governmental Funds Revenue Capacity These schedules contain information to help the reader assess the government's most significant local revenue source, property taxes. Table 5 — Assessed and Estimated Actual Value of Taxable Property Table 6 — Property Tax Rates Direct and Overlapping Governments Table 7 — Principal Property Taxpayers Table 8 — Property Tax Levies and Collections Debt Capacity These schedules present information to help the reader assess the affordability of the government's current level of outstanding debt and the government's ability to issue additional debt in the future. Table 9 — Ratios of Outstanding Debt by Type Table 10 — Ratios of General Bonded Debt Outstanding Table 11 — Direct and Overlapping Governmental Activities Debt Table 12 — Legal Debt Margin Information Demographic and Economic Information These schedules offer demographic and economic indicators to help the reader understand the environment within which the government's financial activities take place. Table 13 — Demographic and Economic Statistics Table 14 — Principal Employers .: City of Cottage Grove Statistical Section (Unaudited) (Continued) Operating Information These schedules contain service and infrastructure data to help the reader understand how the information in the government's financial report relates to the services the government provides and activities itperforms. Table 15 — Full-time Equivalent City Government Employees by Function Table 16 — Operating Indicators by Function/Program Table 17 — Capital Asset Statistics by Function/Program Sources: Unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports for the relevant year. 167 City of Cottage Grove Net Position by Component Last Ten Fiscal Years (accrual basis of accounting) Fiscal Year 2011 2012 2013 2014 2015 Governmental activities Net investment in capital assets $ 109,696,916 $120,412,875 $124,156,059 $127,260,042 $125,562,970 Restricted 4,282,305 4,210,913 7,187,948 6,971,432 8,766,706 Unrestricted 34,625,010 25,024,447 25,908,617 28,277,397 24,285,174 Total governmental activities net position $ 148,604,231 $149,648,235 $157,252,624 $162,508,871 $158,614,850 Business -type activities Net investment in capital assets $ 53,664,161 $ 53,225,445 $ 51,453,195 $ 54,432,059 $ 54,202,710 Restricted 325,460 - - - - Unrestricted 13,236,680 14,645,490 16,792,024 15,896,363 13,980,970 Total business -type activities net position $ 67,226,301 $ 67,870,935 $ 68,245,219 $ 70,328,422 $ 68,183,680 Primary Government Net investment in capital assets $163,361,077 $173,638,320 $175,609,254 $181,692,101 $179,765,680 Restricted 4,607,765 4,210,913 7,187,948 6,971,432 8,766,706 Unrestricted 47,861,690 39,669,937 42,700,641 44,173,760 38,266,144 Total primary government net position $ 215,830,532 $217,519,170 $225,497,843 $232,837,293 $226,798,530 �: Fiscal Year 2016 2017 2018 2019 2020 $ 132,834,867 $ 140,298,832 $ 152,256,234 $ 173,846,256 $ 198,383,059 7,609,138 2,855,507 6,177,599 5,199,682 7,959,917 19,091,443 24,845,782 21,252,792 24,697,514 25,127,751 $ 159,535,448 $ 168,000,121 $ 179,686,625 $ 203,743,452 $ 231,470,727 $ 54,063,470 $ 56,060,163 $ 63,822,257 $ 70,373,534 $ 75,408,885 $ 67,691,486 $ 67,589,004 $ 75,529,977 $ 83,116,269 $ 89,105,482 $ 186,898,337 $ 196,358,995 $ 216,078,491 $ 244,219,790 $ 273,791,944 7,609,138 2,855,507 6,177,599 5,199,682 7,959,917 32,719,459 36,374,623 32,960,512 37,440,249 38,824,348 $ 227,226,934 $ 235,589,125 $ 255,216,602 $ 286,859,721 $ 320,576,209 Table 1 169 City of Cottage Grove Changes in Net Position Last Ten Fiscal Years (accrual basis of accounting) Expenses Governmental activities General government Regular operations Land Sales Payment to component unit Community development Economic development Public safety Public works Culture and recreation Interest on long-term debt Total governmental activities expenses Business -type activities: Golf course Street lights Cottage Grove EMS Water operating Sewer operating Total business -type activities Total primary government expenses Program Revenues Governmental activities Charges for services General government Regular operations Land sales Community development Economic development Public safety Public works: Regular operations Construction Culture and recreation Operating grants and contributions Capital grants and contributions Total governmental activities program revenues Business -type activities Charges for services Golf course Street lights Cottage Grove EMS Water operating Sewer operating Operating grants and contributions Capital grants and contributions Total business -type activities program revenues Total primary government program revenues Fiscal Year �nll 7n17 7nlZ $ 2,985,571 $ 2,997,825 $ 2,270,332 - - 903,180 1,110,214 362,009 61,302 6,252,530 7,069,301 6,949,225 6,688,115 6,609,111 8,121,230 2,948,075 3,059,273 4,768,181 846,258 827,645 976,891 ')n Rzn 'uz ?n 0?s 1 All M nsn gal 1,504,006 1,614,321 625,312 659,869 742,410 1,038,972 1,109,809 1,322,635 1,901,985 2,049,877 2,341,555 2,223,749 2,242,778 2,278,958 7,294,024 7,676,654 6,685,558 $ 28,124,787 $ 28,601,818 $ 30,735,899 $ 764,185 $ 883,272 $ 238,721 - - 19115,203 175 210 7,626 444,039 429,646 353,130 845,315 880,095 797,432 1,024,516 1,026,685 2,413,744 1,084,928 1,075,529 1,211,506 f l i R cnl, 2 AAA 701 In 2'M 077 1,399,204 1,566,035 532,607 540,696 580,837 1,114,226 1,528,756 1,569,017 2,249,926 2,773,937 2,369,570 2,208,014 2,207,363 2,175,479 ')A7 nlc _ 1 nCl 1;27 $ 17,053,146 $ 15,976,516 $ 24,254,769 170 Fidcal Year 2014 2015 2016 2017 2018 2019 2020 $ 2,229,518 $ 2,346,805 $ 3,450,479 $ 2,398,669 $ 2,573,693 $ 2,704,159 $ 5,621,197 946,001 1,086,197 1,173,071 1,527,549 1,626,960 1,524,566 1,750,768 545,646 1,460,114 2,257,548 740,668 275,927 492,107 583,767 7,212,998 7,662,393 10,153,726 9,308,430 9,353,309 9,272,317 6,947,733 7,599,182 7,426,045 9,623,335 8,413,073 8,559,929 10,062,896 13,650,476 5,119,093 5,153,844 5,340,558 5,137,951 5,035,903 5,566,175 5,638,642 808,642 1,029,228 875,642 962,772 1,037,986 1,286,632 1,141,147 24,461,080 26,164,626 32,874,359 28,489,112 28,463,707 30,908,852 35,333,730 867,690 746,794 746,005 882,660 991,041 1,073,480 1,152,326 1,412,855 1,507,766 1,688,041 1,571,044 1,605,779 1,750,771 1,843,840 2,216,819 2,438,166 2,370,466 2,789,792 2,980,080 2,904,174 3,039,639 2,428,944 2,448,283 2,727,188 2,879,119 2,881,446 3,139,150 3,463,493 6,926,308 7,141,009 7,531,700 8,122,615 8,458,346 8,867,575 9,499,298 $ 31,387,388 $ 33,305,635 $ 40,406,059 $ 36,611,727 $ 36,922,053 $ 39,776,427 $ 44,833,028 $ 138,768 $ 117,636 $ 665,193 $ 108,808 $ 319,999 $ 196,283 $ 193,964 989,140 1,527,836 1,660,365 2,240,628 1,758,096 2,424,030 2,648,715 1,771 3,467 5,210 210 210 572,983 400,210 325,368 394,574 431,862 363,782 360,609 409,463 764,732 1,010,695 971,599 975,532 1,099,690 3,932,082 3,106,452 1,095,238 2,448,968 3,091,072 2,725,288 2,682,090 3,376,799 3,094,394 2,578,312 1,545,268 1,237,805 1,676,805 1,408,099 3,710,686 2,231,407 17,726,027 9,401,775 5,861,631 10,284,047 13,805,696 13,899,381 29,783,591 20,144,097 15,861,753 13,205,620 18,424,302 21,709,003 27,357,862 41,818,603 45,551,295 658,810 549,005 530,905 685,560 821,512 825,587 962,958 1,626,320 1,431,007 1,766,236 1,510,101 2,006,555 2,066,733 1,772,704 1,868,942 1,840,088 1,817,862 1,664,292 2,144,652 2,537,654 3,002,920 2,151,756 2,310,624 2,291,038 2,294,714 2,685,608 3,064,703 3,190,196 - - - - 2,350 23,409 101,196 1,783,762 361,762 196,671 441,738 4,488,437 2,700,615 3,842,839 8,089,590 6,492,486 6,602,712 6,596,405 12,149,114 11,218,701 12,872,813 $ 23,951,343 $ 19,698,106 $ 25,027,014 $ 28,305,408 $ 39,506,976 $ 53,037,304 $ 58,424,108 Table 2 171 City of Cottage Grove Changes in Net Position Last Ten Fiscal Years (accrual basis of accounting) Fiscal Year 2011 2012 2013 Net (Expense)/Revenue Governmental activities $(11,549,059) $(13,565,435) $ (7,542,007) Business -type activities 477,418 940,133 1,060,877 Total primary government net expense $(11,071,641) $(12,625,302) $ (6,481,130) General Revenues and Other Changes in Net Position Governmental activities Property taxes $ 11,494,758 $ 12,330,135 $ 12,096,046 Franchise taxes 535,188 537,682 540,767 Aggregate taxes 26,131 26,180 26,135 Tax increment collections 946,603 892,438 939,314 Grants and contributions not restricted to specific programs 26,146 29,742 29,060 Unrestricted investment earnings (loss) 624,785 368,821 (149,614) Gain on sale of capital assets 12,342 10,546 3,997 Transfers 438,800 413,895 375,266 Special item -golf course loan forgiveness - - 1,020,000 Total governmental activities 14,104,753 14,609,439 14,880,971 Business -type activities Grants and contributions not restricted to specific programs - - - Unrestricted investment earnings (loss) 162,296 118,396 (45,902) Gain on sale of capital assets - - - Transfers (438,800) (413,895) (375,266) Total business -type activities (276,504) (295,499) (421,168) Total primary government $ 13,828,249 $ 14,313,940 $ 14,459,803 Change in Net Position Governmental activities $ 2,555,694 $ 1,044,004 $ 7,338,964 Business -type activities 200,914 644,634 639,709 Total primary government $ 2,756,608 $ 1,688,638 $ 7,978,673 Notes: (1) Community Development is in General Government in 2011 & 2012. (2) Golf Course reclassified to a special revenue fund in 2013. 172 Fidcal Year 1n1A 1n- 1n" 1n1 ^I 1n10 1n- I- $ (8,599,327) $(12,959,006) $(14,450,057) $ (6,780,109) $ (1,105,845) $ 10,909,751 $ 10,217,565 1,163,282 (648,523) (928,988) (1,526,210) 3,690,768 2,351,126 3,373,515 $ (7,436,045) $(13,607,529) $(15,379,045) $ (8,306,319) $ 2,584,923 $ 13,260,877 $ 13,591,080 $ 12,616,267 $ 13,394,585 $ 13,956,582 $ 14,483,061 $ 15,171,020 $ 15,608,602 $ 16,881,359 542,689 526,643 516,931 560,492 567,875 583,715 596,537 26,236 37,133 39,748 28,442 20,791 22,250 22,699 711,628 710,541 776,061 1,002,046 769,475 1,085,358 1,321,659 83,682 99,137 126,058 126,670 - 113,435 181,316 551,910 357,170 285,494 330,903 519,675 982,812 582,781 43,904 (15,157) - - 71,631 49,186 34,579 (720,742) 613,878 (330,219) (1,286,832) (4,126,962) (4,973,641) (2,435,861) 13,855,574 15,723,930 15,370,655 15,244,782 12,993,505 13,471,717 17,185,069 - - 7,736 17,161 - - - 199,179 137,896 96,851 119,735 152,466 261,525 179,837 - - 1,988 - - - - 720,742 (613,878) 330,219 1,286,832 4,126,962 4,973,641 2,435,861 919,921 (475,982) 436,794 1,423,728 4,279,428 5,235,166 2,615,698 $ 14,775,495 $ 15,247,948 $ 15,807,449 $ 16,668,510 $ 17,272,933 $ 18,706,883 $ 19,800,767 $ 5,256,247 $ 2,764,924 $ 920,598 $ 8,464,673 $ 11,887,660 $ 24,381,468 $ 27,402,634 2,083,203 (1,124,505) (492,194) (102,482) 7,970,196 7,586,292 5,989,213 $ 7,339,450 $ 1,640,419 $ 428,404 $ 8,362,191 $ 19,857,856 $ 31,967,760 $ 33,391,847 Continued Table 2 173 City of Cottage Grove Fund Balances of Governmental Funds Last Ten Fiscal Years (modified accrual basis of accounting) Fiscal Year 2011 2012 2013 2014 2015 General Fund Reserved $ - $ - $ - $ - $ - Unreserved - - - - - Nonspendable Prepaid items 24,382 5,764 13,175 18,019 15,383 Assigned 1,611,427 1,695,203 1,443,243 1,380,698 1,408,357 Unassigned 7,178,108 7,449,565 7,775,548 8,113,424 8,829,697 Total general fund $ 8,813,917 $ 9,150,532 $ 9,231,966 $ 9,512,141 $ 10,253,437 All other Governmental Funds Reserved reported in Special Revenue Funds $ - $ - $ - $ - $ - Debt Service Funds - - - - - Capital Projects Funds - - - - - Unreserved reported in Special Revenue Funds - - - - - Debt Service Funds - - - - - Capital Projects Funds - - - - - Nonspendable Prepaid items 938 938 10,229 8,529 7,343 Inventory - - 31,617 24,434 20,696 Restricted 3,445,145 2,997,220 4,347,850 4,478,812 4,857,365 Committed 833,500 560,321 416,027 329,841 394,204 Assigned 21,540,577 20,240,161 22,936,733 25,591,181 26,322,717 Unassigned (2,174,299) (9,521,907) (10,379,965) (10,958,389) (9,122,473) Total all other governmental funds $ 23,645,861 $ 14,276,733 $ 17,362,491 $ 19,474,408 $ 22,479,852 Total all funds $ 32,459,778 $ 23,427,265 $ 26,594,457 $ 28,986,549 $ 32,733,289 Notes: The implementation of Governmental Accounting Standards Board Statement No. 54 in 2011 resulted in a significant change in the City's fund balance calssifications. 174 Fiscal Year 2016 2017 2018 2019 2020 11,222 8,750 47,532 33,719 27,042 1,393,200 1,589,169 1,383,065 1,432,671 1,768,606 9,036,425 9,233,073 9,814,949 10,224,988 10,479,728 $ 10,440,847 $ 10,830,992 $ 11,245,546 $ 11,691,378 $ 12,275,376 5,723 2,827 10,889 14,933 33,818 28,750 30,625 30,297 25,601 28,265 3,200,692 3,306,203 3,515,300 3,876,020 4,969,881 731,090 947,486 1,383,402 1,736,590 2,136,969 23,020,349 21,301,562 19,445,494 19,583,736 21,455,576 (10,240,496) (5,511,868) (5,804,056) (7,464,138) (9,643,235) $ 16,746,108 $ 20,076,835 $ 18,581,326 $ 17,772,742 $ 18,981,274 $ 27,186,955 $ 30,907,827 $ 29,826,872 $ 29,464,120 $ 31,256,650 Table 3 175 City of Cottage Grove Changes in Fund Balances of Governmental Funds Last Ten Fiscal Years (modified accrual basis of accounting) Revenues General property taxes Other taxes Special assessments Licenses and permits Direct charges to developers Intergovernmental Charges for services Rent Fines and forfeits Investment earnings (loss) Interest on interfund loan Connection charges Park dedication fees Miscellaneous Total revenues Expenditures Current General government Community development Economic development Public safety Public works Culture and recreation Capital outlay Debt Service Principal retirement Capital lease payment Interest and fiscal charges Total expenditures Excess revenues over (under) expenditures Other Financing Sources (Uses) Transfers in Transfers out Bonds issued Premium on debt issued Discount on debt Issued Proceeds from sale of capital assets Total other financing sources (uses) Net change in fund balances Debt service as a percentage of noncapital expenditures Fiscal Year 2011 2012 2013 2014 $ 11,539,640 $ 12,367,978 $ 12,081,764 $ 12,687,917 1,507,922 1,456,300 1,513,749 1,292,229 1,875,486 1,153,019 1,575,736 1,326,017 593,272 831,687 860,954 904,400 101,913 16,555 2,106,723 661,861 3,879,411 2,684,040 4,642,768 3,932,021 2,494,018 2,467,187 4,023,844 3,572,351 - - - 435,975 246,753 198,022 188,657 171,317 448,782 196,879 (173,267) 452,293 144,500 155,301 47,025 59,066 322,009 282,265 805,261 841,434 62,198 41,990 252,386 63,595 595,218 601,255 705,409 1,005,867 23,811,122 22,452,478 28,631,009 27,406,343 2,942,106 2,689,156 2,071,272 2,025,709 - - 892,699 919,126 793,046 491,040 151,562 541,838 5,827,572 6,151,677 6,297,323 6,484,552 3,774,559 4,059,582 4,271,651 4,306,068 2,326,733 2,387,655 3,954,968 4,169,469 10,877,928 15,420, 808 12,274, 561 5,028,422 7,135,000 1,335,000 950,000 2,470,000 245,000 250,000 293,953 305,076 906,910 849,046 769,129 882,508 34,828,854 33,633,964 31,927,118 27,132,768 (11,017,732) (11,181,486) (3,296,109) 273,575 3,052,403 2,171,149 759,446 1,840,995 (3,048,803) (1,881,870) (638,374) (1,213,059) - 1,865,000 7,345,000 1,405,000 - 211,507 18,461 - (15,852) - - 12,344 10,546 27,195 67,120 15,944 2,148,973 7,704,774 2,118,517 $ (11,001,788) $ (9,032,513) $ 34.6% 13.4% 4,408,665 $ 2,392,092 10.2% 16.5% Note: (1) Community Development is in General Government in 2011 & 2012 176 Fiscal Year 2015 2016 2017 2018 2019 2020 $ 13,465,987 $ 13,957,128 $ 14,649,224 $ 15,166,368 $ 15,631,133 $ 16,887,233 1,274,317 1,332,740 1,402,475 1,358,141 1,691,323 1,940,895 1,499,796 2,004,196 2,715,466 2,482,866 4,282,185 6,085,906 1,305,442 1,323,680 1,922,934 1,773,543 2,277,642 2,480,933 307,971 277,860 273,200 132,385 299,683 444,907 2,415,754 5,642,451 8,077,051 5,283,405 17,716,725 20,635,136 3,808,618 4,061,301 4,140,390 4,903,311 4,988,080 5,062,505 450,428 464,078 435,688 486,270 474,994 492,206 228,642 236,260 184,942 208,744 220,024 141,380 262,799 219,963 310,579 460,856 924,396 527,309 74,340 52,040 52,206 26,474 23,903 21,895 318,092 649,489 2,050,958 2,776,937 1,932,844 2,563,422 9,010 212,865 526,936 853,659 472,500 1,110,209 1,138,274 1,864,861 1,982,338 2,024,992 1,870,544 1,151,221 26,559,470 32,298,912 38,724,387 37,937,951 52,805,976 59,545,157 2,155,327 3,143,136 2,200,031 2,453,986 2,488,722 5,122,412 1,058,537 1,117,760 1,304,601 1,594,534 1,486,081 1,753,836 (1) 1,456,306 2,236,464 695,356 230,615 447,061 539,092 6,751,804 7,447,058 7,798,262 8,660,273 8,535,996 8,186,255 4,344,837 4,133,659 3,900,347 4,066,609 4,769,732 6,257,352 4,154,992 4,438,628 4,303,051 4,627,375 5,013,805 4,646,429 7,036,802 17,201,219 22,426,545 20,919,610 34,786,137 28,300,835 1,320,000 6,570,000 1,915,000 3,595,000 2,420,000 2,435,000 316,235 327,432 - - - - 912,107 1,023,721 900,240 1,123,547 1,253,185 1,352,629 29,506,947 47,639,077 45,443,433 47,271,549 61,200,719 58,593,840 (2,947,477) (15,340,165) (6,719,046) (9,333,598) (8,394,743) 951,317 3,049,657 1,648,258 7,111,644 5,149,453 5,308,513 5,094,561 (2,362,952) (1,162,564) (6,135,532) (4,649,003) (4,486,763) (4,267,119) 5,700,000 8,935,000 9,155,000 7,620,000 6,935,000 - 254,245 357,684 289,321 111,630 239,309 - 53,267 15,453 19,485 20,563 35,932 13,771 6,694,217 9,793,831 10,439,918 8,252,643 8,031,991 841,213 $ 3,746,740 $ (5,546,334) $ 3,720,872 $ (1,080,955) $ (362,752) $ 1,792,530 11.3% 26.0% 12.2% 17.9% 13.9% 11.9% Table 4 177 City of Cottage Grove Assessed and Estimated Actual Value of Taxable Property Last Ten Fiscal Years Residential Payable Residential Commercial Agricultural Non -homestead Personal Year Property Property Property and Other Property 2020 $ 28,432,495 $ 6,692,191 $ 744,506 $ 3,955,352 $ 758,254 2019 26,295,544 6,402,547 764,841 3,320,374 775,659 2018 23,982,857 6,113,919 747,876 3,020,198 789,240 2017 22,141,063 5,623,028 785,628 2,740,566 716,347 2016 21,377,754 5,203,657 767,424 2,749,793 678,862 2015 20,730,170 5,093,035 776,575 2,609,305 633,787 2014 18,114,214 5,001,690 761,279 2,207,013 622,578 2013 17,241,606 5,076,716 700,036 1,920,395 612,076 2012 19,042,270 5,094,236 724,887 2,010,313 568,078 2011 21,316,906 5,120,056 778,196 2,003,968 550,999 Source: Washington County Notes: (1) The tax capacity (assessed taxable value) of the property is calculated by applying a statutory formula to the estimated market value of the property. 178 Taxable Total Taxable Assessed Estimated Real and Fiscal Disparity Total Adjusted Value as a Actual Taxable Personal Contribution (Net) Taxable Percentage of Market Total Direct Property and TIF Value Taxable Value Value Tax Rate $ 40,582,798 $ 2,746,520 $ 43,329,318 1.17% $ 3,691,869,400 39.182 37,558,965 4,619,334 42,178,299 1.24% 3,407,440,600 38.959 34,654,090 4,094,931 38,749,021 1.24% 3,125,587,600 40.580 32,006,632 3,967,785 35,974,417 1.25% 2,889,152,300 43.010 30,777,490 3,557,397 34,334,887 1.23% 2,790,852,600 43.140 29,842,872 3,544,899 33,387,771 1.23% 2,705,975,400 41.591 26,706,774 2,264,989 28,971,763 1.21% 2,396,493,700 43.812 25,550,829 2,134,831 27,685,660 1.22% 2,277,900,700 45.046 27,439,784 2,626,702 30,066,486 1.22% 2,464,372,900 41.446 29,770,125 2,775,315 32,545,440 1.21% 2,695,641,900 38.255 Table 5 179 City of Cottage Grove Property Tax Rates Direct and Overlapping Governments Last Ten Fiscal Years (rate per $1,000 of assessed value) City Direct Rate(1) Overlapping Rates Total City Year General Debt Service Direct Rate 2020 33.645 5.537 39.182 2019 35.025 3.933 38.958 2018 36.509 4.075 40.583 2017 40.156 2.856 43.012 2016 40.422 2.717 43.139 2015 38.886 2.705 41.591 2014 40.976 2.836 43.812 2013 42.665 2.381 45.046 2012 39.065 2.381 41.446 2011 34.500 3.755 38.255 Washington School Total County District (2) Other (4) Overlapping 28.944 33.904 2.382 65.230 29.682 34.926 3.994 68.602 29.983 33.303 4.175 67.461 30.448 34.309 4.345 69.101 30.564 36.812 4.568 71.944 30.186 35.675 4.182 70.043 32.811 39.169 5.401 77.381 34.225 41.285 5.637 81.147 31.939 37.894 5.139 74.972 29.772 35.216 4.715 69.703 Source: Washington County Overlapping rates are those of local and county governments that apply to property owners within the City of Cottage Grove. Not all overlapping rates apply to all City of Cottage Grove property owners. (1) The City Direct Rate is the Urban based rate. (2) Independent School District 833 (4) Includes Metropolitan Transit Commission, Metropolitan Council, and South Washington Watershed Table 6 Total Direct and Overlapping Tax Rate 104.412 107.560 108.044 112.113 115.083 111.634 121.193 126.193 116.418 107.958 ff City of Cottage Grove Prinipcal Property Taxpayers Current year and nine years ago Table 7 2020 2011 Percentage Percentage of Total of Total City City Net Tax Tax Net Tax Tax Capacity Capacity Capacity Capacity Taxpayer Value Rank Value Value Rank Value Xcel Energy/NSP $ 768,528 1 1.77% $ 498,712 2 1.53% 3M Company 712,458 2 1.64% 639,064 1 1.96% Hinton Heights -Minneapolis LLC 422,201 3 0.97% - - PHS/Cottage Grove Inc 402,843 4 0.93% 176,591 4 0.54% Mars II Inc. 353,980 5 0.82% 170,584 6 0.52% Renewal by Andersen Corporation 291,818 6 0.67% 175,510 5 0.54% Wal-Mart Real Estate Business Trust 261,480 7 0.60% - - North Star Sheets LLC 254,170 8 0.59% - 0.00% MN Pipeline Co 219,490 9 0.51% - - Exchangeright Net Leased Portfolio 27 207,442 10 0.48% - - Menard Inc. - - 193,170 3 0.59% Dayton -Hudson Corporation - - 160,496 7 0.49% Grove -Rainbow LP - - 135,516 8 0.42% Wer Dis LLC - - 131,250 9 0.40% Kohl's Illinois Inc & Kohl's Dept Stores Inc - - 126,972 10 0.39% Total $ 3,894,410 8.99% $ 2,407,865 7.40% Source: Washington County 181 City of Cottage Grove Property Tax Levies and Collections Last Ten Fiscal Years Taxes Levied for the Fiscal Year Fiscal Gross Operating Debt MVHC/ Year Tax Levy Tax Levy Ag Credit (1) 2020 $14,557,824 $ 2,397,500 $ (6,788) $ 2019 14,100,682 1,590,000 (7,213) 2018 13,700,988 1,535,000 (7,072) 2017 13,798,587 985,000 (8,890) 2016 13,174,084 890,000 (9,707) 2015 12,526,600 875,500 (8,722) 2014 11,873,130 826,000 (5,947) 2013 11,585,100 656,150 (5,354) 2012 11,683,300 557,950 (4,762) 2011 11,035,100 1,206,150 (4,350) State Aid (690,152) Total Net Tax Levy $16,948,536 15,683,469 15,228,916 14,774,697 14,054,377 13,393,378 12,693,183 12,235,896 12,236,488 11,546,748 Notes: (1) In 2009 a property tax classification appeal for one property owner resulted in a large abatement. Collected within the Fiscal Year of Levy Percentage of Amount Levy $16,890,861 99.66% 15,631,548 99.67% 15,156,690 99.53% 14,694,114 99.45% 13,991,560 99.55% 13,326,911 99.50% 12,610,243 99.35% 12,114,166 99.01% 12,104,072 98.92% 11,395,797 98.69% 182 Total Collections to Date Collections Percentage in Subsequent of Abatements Years Amount Levy $ (40,924) $ - $16,890,861 99.66% (4,318) - 15,631,548 99.67% 988 - 15,156,690 99.53% 10,688 - 14,694,114 99.45% (6,717) - 13,991,560 99.55% 3,737 - 13,326,911 99.50% 11,112 75,201 12,685,444 99.94% (21,952) 82,537 12,196,703 99.68% (23,267) 99,615 12,203,687 99.73% (25,901) 118,312 11,514,109 99.72% Table 8 183 City of Cottage Grove Ratios of Outstanding Debt by Type Last Ten Fiscal Years Governmental Activities General General Obligation Obligation General Special Fiscal Tax Increment Obligation Assessments Capital Year Bonds(1) Bonds(l) Bonds(1) Leases 2020 $ 1,085,456 $ 15,595,093 $ 21,674,357 $ - 2019 1,363,191 16,323,536 22,941,943 - 2018 1,625,926 13,103,649 24,189,529 - 2017 1,868,660 13,736,030 19,281,013 - 2016 2,096,395 4,660,000 20,679,730 - 2015 2,309,130 - 17,964,105 4,842,432 2014 2,516,865 - 13,140,768 5,158,667 2013 2,600,000 - 14,125,979 5,463,743 2012 2,735,000 - 7,332,245 5,615,000 2011 2,790,000 - 6,763,867 5,865,000 Notes: Details regarding the City's outstanding debt can be found in the notes to the financial statements. (1) Presented net of original issuance discounts and premiums. (2) See the Demographic and Economic Statistics schedule for personal income and population data. Other Long -Term Debt $ 2,686,458 2,947,657 Business -Type Activities Revenue Bonds(1) 609,856 717,221 824,586 1,036,584 1,456,067 Other Total Percentage Capital Long -Term Primary of Personal Per Lease Debt Government Income (2) Capita(2) - $ - $ 41,041,364 1.85% $ 1,146 - - 43,576,327 2.07% $ 1,223 - - 38,919,104 1.93% $ 1,099 - - 34,885,704 1.73% 985 - - 27,436,125 1.42% 775 - - 25,725,523 1.40% 727 - - 21,533,521 1.17% 608 - - 23,014,308 1.26% 654 142,696 900,000 17,761,525 1.01% 510 - 900,000 17,774,934 1.08% 514 Table 9 185 City of Cottage Grove Ratios of General Bonded Debt Outstanding Last Ten Fiscal Years General Obligation General General Special Fiscal Obligation Tax Obligation Assessments Year Increment Bonds(1) Bonds(1) Bonds(1) 2020 $ 1,085,456 $ 15,595,093 $ 21,674,357 2019 $ 1,363,191 $ 16,323,536 $ 22,941,943 2018 1,625,926 13,103,649 24,189,529 2017 1,868,660 13,736,030 19,281,013 2016 2,096,395 4,660,000 20,679,729 2015 2,309,130 - 17,964,105 2014 2,516,865 - 13,140,768 2013 2,600,000 - 14,125,979 2012 2,735,000 - 7,332,245 2011 2,790,000 - 6,763,867 Less: Amounts Available in Debt Service Funds Total $ 4,128,227 $ 3,224,138 3,370,032 3,281,981 4,098,850 3,773,605 2,833,208 3,550,891 2,377,981 1,499,819 $ 34,226,679 $ 37,404,532 35,549,072 31,603,722 23,337,274 16,499,630 12,824,425 13,175,088 7,689,264 8,054,048 Notes: Details regarding the City's outstanding debt can be found in the notes to the financial statements. (1) Presented net of original issuance discounts and premiums. (2) See the Assessed and Estimated Actual Value of Taxable Property for estimated actual taxable market value. (3) See the Demographic and Economic Statistics schedule for population data. Percentage of Estimated Actual Taxable Per Market Value (2) Capita (3) 0.93% $ 888 1.10% $ 1,002 1.14% 974 1.09% 876 0.84% 652 0.61% 463 0.54% 362 0.58% 374 0.31% 221 0.30% 233 Table 10 :, City of Cottage Grove Direct and Overlapping Governmental Activities Debt As of December 31, 2020 Table 11 Percent of Debt Net Debt Applicable Outstanding to City Overlapping: City of Cottage Grove Share of Overlapping Debt Washington County $ 123,045,000 12.9111% $ 15,886,463 School Districts ISD No. 200 (Hastings) 75,082,524 13.1172% 9,848,725 ISD No. 833 (South Wash. County) 310,405,000 31.2512% 97,005,287 Metro Council 187,199,958 0.9597% 1,796,558 Total Overlapping 124,537,033 City of Cottage Grove Direct Debt 41,041,364 100.00% 41,041,364 Total Direct and Overlapping Debt: $ 736,773,846 $ 165,578,397 Source: City of Cottage Grove Municipal Disclosure Reporting Notes: Overlapping governments are those that coincide, at least in part, with the geographic boundaries of the City. This schedule estimates the portion of the outstanding debt of those overlapping governments that is borne by the residents and businesses of the City. This process recognizes that, when considering the City's ability to issue and repay long-term debt, the entire debt burden borne by the residents and businesses should be taken into account. However, this does not imply that every taxpayer is a resident, and therefore responsible for repaying the debt, of each overlapping government. :a Debt limit Total net debt applicable to limit Legal debt margin Total net debt applicable to the limit as a percentage of debt limit City of Cottage Grove Legal Debt Margin Information Last Ten Fiscal Years Fiscal Year 2011 2012 2013 2014 2015 $80,869,257 $73,931,187 $68,337,021 $71,894,811 $81,179,262 5,865,000 5,615,000 5,355,000 5,085,000 4,805,000 $ 75,004,257 $ 68,316,187 $ 62,982,021 $ 66,809,811 $76,374,262 7.25% 7.59% 7.84% 7.07% 5.92% Im Fiscal Year 2016 2017 2018 2019 2020 $83,725,578 $ 86,674,569 $ 93,767,628 $ 102,223,218 $ 110,756,082 4,660,000 13,240,000 12,645,000 11,690,000 11,005,000 $79,065,578 $ 73,434,569 $ 81,122,628 $ 90,533,218 $ 99,751,082 5.57% 15.28% 13.49% Legal Debt Margin Calculation for Fiscal Year 2020 Market Value (after fiscal disparities) Debt limit (3% of assessed value) Debt applicable to limit Legal debt margin 11.44% 9.94% $4,206,029,400 126,180,882 11,005,000 $ 115,175,882 Table 12 Fiscal Year City of Cottage Grove Demographic and Economic Statistics Last Ten Fiscal Years Table 13 Per Capita Personal Personal School Unemployment Population(1) Income (2) Income (2) Enrollment (3) Rate (4) 2020 38,555 $ 2,641,981,375 $ 68,525 18,753 5.4% 2019 38,175 2,500,210,040 65,493 18,554 2.7% 2018 37,341 2,329,396,164 63,035 18,519 2.5% 2017 36,492 2,213,900,353 60,669 18,165 3.3% 2016 36,062 2,105,690,772 58,392 17,794 3.4% 2015 35,814 2,012,741,903 56,200 17,893 3.9% 2014 35,619 1,926,643,820 54,090 17,685 3.9% 2013 35,403 1,843,080,180 52,060 17,671 4.8% 2012 35,187 1,823,284,779 51,817 17,639 5.5% 2011 34,828 1,764,595,448 50,666 17,389 6.0% Sources: (1) Metropolitan Council-2002-2009 & 2012-2013. Census-2010. Cottage Grove Planning Department-2014-2016. (2) Washington County data from Bureau of Economic Analysis. (3) Independent School District No. 833 including Valley Crossing School. (4) Minnesota Department of Employment and Economic Development. 190 City of Cottage Grove Principal Employers Current year and nine years ago Taxpayer Employees School District 833 2,220 Renewal by Andersen 1,065 3M Cottage Grove 760 American Distrinution & Manufacturing Co 350 Up -North Plastics 306 Werner Electric 286 City of Cottage Grove 156 Walmart 140 Target 135 Allina Health 110 Allied Systems - Cub Foods - Menard's - Total 5,528 2020 2011 Table 14 Percentage Percentage of Total of Total Rank Employment Employees Rank Employment 1 27% 1,315 1 21% 2 13% 450 3 7% 3 9% 730 2 11% 4 4% - 5 4% 300 4 5% 6 3% 170 9 3% 7 2% 175 8 - 8 2% 0% 9 2% 130 10 - 10 1% 0% 200 5 3% 0 0% 200 6 3% 0 0% 200 7 3% 67% 3,870 61% Sources: City of Cottage Grove Annual Municipal Disclosure Reporting and Cottage Grove Economic Development Department. 191 City of Cottage Grove Full -Time Equivalent City Government Employees by Function Last Ten Fiscal Years Budgeted Full -Time Equivalent Employees as of December 31, 2011 2012 2013 2014 2015 2016 2017 2018 General Government Total General Government 21.76 22.06 23.38 23.40 23.25 25.70 27.60 28.20 Public Safety Police/Cottage Grove EMS Officers 39.00 39.00 39.00 40.00 40.00 43.56 46.84 46.84 Civilians 7.25 8.46 8.09 8.26 7.56 7.56 7.56 7.56 Fire/Emergency Management 4.00 4.00 5.00 7.00 9.00 11.75 15.10 15.10 Total Public Safety 50.25 51.46 52.09 55.26 56.56 62.87 69.50 69.50 Public Works 21.56 20.83 21.68 23.68 24.08 22.12 23.73 23.49 Recreation 2.50 2.50 2.55 2.55 2.55 2.55 2.70 2.70 Ice Arena 2.60 3.20 3.65 3.65 3.65 3.55 2.60 2.60 Water/Sewer 8.36 8.23 8.18 8.18 8.28 9.28 10.08 10.08 Storm Sewer 3.40 3.54 3.54 3.54 3.54 3.54 3.50 3.50 Golf Course Fund 5.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 Street Light Fund 1.04 1.06 1.06 1.06 1.06 1.06 1.23 1.23 Fleet Maintenance 3.84 4.04 4.04 4.04 4.04 4.04 4.00 4.00 Total 120.31 121.92 125.17 130.36 132.01 139.71 149.94 150.30 Source: City of Cottage Grove Finance Office 192 Budgeted Full -Time Equivalent Employees as of 2019 2020 29.00 26.00 46.84 46.64 7.56 7.56 15.10 18.00 69.50 72.20 24.09 29.70 2.70 1.95 2.60 2.85 10.08 10.00 3.50 3.50 5.00 5.00 1.23 1.50 4.00 4.00 151.70 156.70 Table 15 193 City of Cottage Grove Operating Indicators by Function/Program Last Ten Years Function/Program 2011 2012 2013 2014 2015 2016 General Government Elections 2 2 2 Registered voters as of lam election day 21,119 20,780 21,594 Number of votes cast 19,727 11,166 19,799 Voter participation (registered) 93.41% 53.73% 84.50% (elections are held every other year) Community Development Inspections Building Permits (New Dwelling Units) 49 53 56 77 65 99 Code Enforcement Inspections 1,276 2,407 2,826 1,482 1,013 841 Public Safety Police Crimes - Part I 694 756 783 774 719 673 Crimes - Part 11 2,117 1,614 1,473 1,434 1,419 1,424 Total Calls for Service 20,707 17,348 18,151 18,448 20,576 21,331 Fire Medical 2,000 2,347 2,437 2,562 2,464 2,681 Fire 456 295 280 301 290 279 Avg Response Time (minutes) Medical* 8:38 6:51 6:15 6:19 6:13 6:21 Avg Response Time (minutes) Fire* 8:24 8:04 7:25 7:34 7:06 6:54 Avg Response Time (minutes) Both* 8:36 6:59 6:22 6:27 6:16 6:24 *Entire service area Public Works Sq. Yards of Streets Sealcoated 382,374 488,210 457,275 199,725 118,159 193,249 Miles of Streets New Construction 1.12 0.30 1.23 1.99 0.56 1.11 Miles of watermain added 0.63 0.79 2.42 1.84 1.06 1.20 Source: Various City of Cottage Grove Departments Notes: (1) Information not available is labeled n/a. 194 2017 2018 2019 2020 4 1 3 22,076 22,689 24,444 17,369 2,559 22,932 75.00% 11.28% 93.81% 255 185 284 382 1,018 1,119 803 666 767 619 619 616 1,471 1,358 948 961 20,879 22,647 20,375 32,288 2,790 2,914 2,950 2,995 280 307 256 331 6:25 6:25 7:17 6:18 7:05 7:13 6:08 9:38 6:28 6:54 7:03 8:18 71,152 0 0 250,766 1.02 4.82 2.80 2.87 3.64 4.30 4.52 9.16 Table 16 195 City of Cottage Grove Capital Asset Statistics by Function/Program Last Ten Years Fiscal Year Function/Program 2011 2012 2013 2014 2015 2016 Public Safety Police Stations 1 1 1 1 1 1 Patrol Units 12 12 13 13 13 13 Fire Stations 4 4 4 4 4 4 Fire Trucks 6 6 6 6 6 6 Public Works City -owned Lights 2,320 2,345 2,416 2,481 2,495 2,592 Xcel owned Lights 301 301 301 301 301 301 Streets (miles) 156.83 157.13 158.36 160.35 160.91 162.02 Sidewalks/trails (miles) 48.25 48.61 53.82 57.83 59.56 61.98 Parks (acreage) Community Parks 377 377 377 377 400 400 Neighborhood Parks 201 244 275 303 275 275 Recreation facilities 21 21 21 21 15 15 County Parks 571 571 571 571 569 569 State Scientific and Nature Area 238 238 238 238 238 238 Golf Course 219 219 219 219 219 219 Other Open Space 453 453 581 581 961 961 Water Number of Connections 10,474 10,538 10,573 10,640 10,706 10,789 Miles of Water Mains and Laterals 143.87 144.66 147.08 148.92 149.98 151.18 Sanitary Sewer Number of Connections 10,433 10,486 10,532 10,604 10,670 10,667 Miles of Sanitary Sewer Mains and Laterals 127.58 127.99 129.32 131.11 131.45 132.81 Storm Sewer Miles of storm sewers 79.50 80.39 85.41 87.81 89.52 93.94 Source: Various City Departments 196 Fiscal Year 2017 2018 2019 2020 1 1 1 1 13 16 17 17 4 3 3 3 6 6 5 5 2,682 2,797 2,898 2,968 301 301 301 301 163.04 167.87 170.67 173.53 64.87 70.06 75.55 81.28 400 400 400 400 275 275 275 275 15 15 15 15 569 569 569 569 238 238 238 238 219 219 219 219 961 961 969.8 969.8 10,891 11,160 11,212 11,513 154.82 159.12 164.24 175.40 10,983 11,256 11,521 11,714 135.42 139.51 142.42 146.87 98.75 106.39 111.18 116.96 Table 17 197