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HomeMy WebLinkAboutIX-01 Presentation and Approval of 2024 Comprehensive Financial ReportCity Council Memorandum To:Mayor Fasbender & City Councilmembers From:Chris Eitemiller,Finance Manager Date:June 16,2025 Item:Presentation and approval of the 2024 Comprehensive Financial Report Council Action Requested: Presentation of the 2024 Annual Comprehensive Financial Report by Bergan KDV and Acceptance of the 2024 Annual Comprehensive Financial Report (CAFR). Background Information: The annual audit has been completed.Bergan KDV will review the results of the audit and the Auditor’s report and is available for questions tonight. The City earned an unmodified opinion or “clean”opinion which is the best opinion an auditor is able to offer. Financial Impact: No financial impact. Advisory Commission Discussion: N/A Council Committee Discussion: N/A Attachments: Bergan KDV presentation will be provided as soon as available The 2024 Certified Annual Financial Report will be posted on the City of Hastings’ website after it is formally accepted by the City Council. IX-01 City of Hastings Ryan Engelstad, CPA IX-01 The Audit IX-01 Opinion on the City’s Basic Financial Statements Management is responsible for the financial statements Auditor is responsible for expressing an opinion on the financial statements Unmodified Opinion –best opinion an auditor is able to offer Provides assurance that the financial statements are fairly presented in all material respects Independent Auditor’s Report IX-01 Report on the results of an audit performed in accordance with Government Auditing Standards ◊One material weakness matter reported in relation to the audit adjustments/corrected misstatements identified ◊Prescribed materiality thresholds are rather low at the specific opinion unit/fund level ◊No instances of noncompliance noted Government Audit Standards Report IX-01 Required by the Minnesota Office of the State Auditor Tests the City’s compliance with seven areas of relevant statutes that apply to municipalities: deposits and investments, conflicts of interest, public indebtedness, claims and disbursements, contracting and bidding, tax increment financing and miscellaneous provisions No findings for 2024 Minnesota Legal Compliance Report IX-01 Required Communication Items Financial Analysis Emerging Issues Communications Letter IX-01 Financial Analysis IX-01 General Fund Balance IX-01 General Fund Revenues IX-01 General Fund Revenues 2024 Taxes and Assessments 66% 7% General Fund Revenues 2023 Taxes and Assessments 8% General Fund Revenues IX-01 $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 -Taxes and Assessments Licenses and Permits Intergovernmental Charges for Services Fines and Forfeitures Miscellaneous 2020 $8,221,064 $468,688 $2,776,050 $1,200,031 $72,131 $138,766 2021 9,748,718 635,721 3,069,698 1,017,830 80,879 16,790 2022 9,971,781 966,071 2,342,079 1,405,128 85,710 40,251 2023 10,524,599 809,581 2,358,253 1,290,622 86,689 593,799 2024 11,514,169 717,275 3,316,024 1,253,438 79,185 579,122 General Fund Expenditures IX-01 General Fund Expenditures 2024 Government 21% General Fund Expenditures 2023 Public Works Health and Culture and Government 24% General Fund Expenditures IX-01 _r General Government Public Safety Public Works Health and Sanitation Culture and Recreation Debt Service Capital Outlay $2,971,879 $5,684,371 $1,520,193 $28,794 $141,769 $-$627,836 2,891,454 6,051,294 1,683,867 59,362 144,474 -1,938,615 3,217,280 6,511,233 1,846,612 50,726 204,282 97,671 1,249,782 3,478,822 7,169,692 1,747,659 69,481 164,604 143,458 1,914,715 3,800,071 7,822,976 1,657,817 14,874 186,412 123,332 4,233,725 $9,000,000 - $8,000,000 - $7,000,000 - $6,000,000 $5,000,000 - $4,000,000 - $3,000,000 - $2,000,000 - $1,000,000 - $-- 2020 2021 2022 2023 (12024 General Fund Budget and Actual Final Actual Over (Under) Budget Amounts Budget Revenues Property taxes 11,268,385$ 11,471,796$ 203,411$ Special assessments 1,000 42,373 - Licenses and permits 706,383 717,275 10,892 Intergovernmental 4,873,527 3,316,024 (1,557,503) Charges for services 1,109,396 1,253,438 144,042 Fines and forfeitures 100,500 79,185 (21,315) Miscellaneous 60,400 579,122 518,722 Total revenues 18,119,591 17,459,213 (701,751) Expenditures General government 3,969,792 3,923,403 (46,389) Public safety 7,841,638 7,822,976 (18,662) Public works 1,860,508 1,657,817 (202,691) Health and sanitation 43,000 14,874 (28,126) Culture and recreation 208,164 186,412 (21,752) Capital outlay 5,246,105 4,233,825 (1,012,280) Total expenditures 19,169,207 17,839,307 (1,329,900) Other Financing Sources (Uses) Proceeds from sale of capital asset -104,770 104,770 Insurance recovery -4,770 4,770 Proceeds from bonds -570,000 570,000 Premium from bonds -61,941 61,941 Transfers in 569,092 323,951 (245,141) Transfers out (1,152,431)(1,152,431)- Total other financing sources (uses)(583,339)(86,999)496,340 Net change in fund balances (1,632,955)$ (467,093)$ 1,124,489$ IX-01 Fire and Ambulance Special Revenue Fund IX-01 Parks and Recreation Special Revenue Fund IX-01 Water Fund Note: The operating expenses/income above for 2024 exclude costs related to the PFAS project which are funded by a non-operating revenue source. IX-01 Sewer Fund IX-01 $3,900,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 nirinirin 2020 2021 2022 2023 2024 Total Operating Revenues $2,612,847 $2,754,704 $3,019,636 $2,828,717 $2,897,459 Total Operating Expenses 2,292,753 2,538,419 2,6tp,467 2,771,868 2,907,202 Operating Income (Lass)320,094 216,285 356,169 56,849 (9,743) Operating Income without Depreciation 769,743 692,890 849,962 575,691 529,573 Storm Water Fund IX-01 Hydro Fund IX-01 Tax Capacity Rates IX-01 70% 2020 2021 2022 2023 2024 Tax Levies and Capacities IX-01 $35,000,000 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $- Certified Tax Levy Net Taxable Tax Capacity Auditor IX-01 Ryan Engelstad, CPA AUDIT SHAREHOLDER 612-716-3389 RYAN.ENGELSTAD@BERGANKDV.COM IX-01 Thank You IX-01 This commentary is provided for general information purposes only, should not be construed as investment, tax or legal advice, and does not constitute an attorney/client relationship. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed. IX-01 berganKDV