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HomeMy WebLinkAboutCity of Rexburg - September 30, 2022 - Signed Financial StatementsBASIC FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION WITH INDEPENDENT AUDITOR’S REPORT YEAR ENDED SEPTEMBER 30, 2022 CITY OF REXBURG, IDAHO Table of Contents September 30, 2022 Independent Auditor’s Report.................................................................................................. 1-4 Management’s Discussion and Analysis ................................................................................ 5-21 Basic Financial Statements Statement of Net Position – Government Wide .............................................................................22 Statement of Activities – Government Wide .................................................................................23 Balance Sheet – Governmental Funds ...........................................................................................24 Reconciliation of the Balance Sheet of Governmental Funds to the Statement of Net Position..........................................................................................25 Statement of Revenues, Expenditures, and Changes in Fund Balances – Governmental Funds ...................................................................................................26 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities .............................................................................................................27 Statement of Net Position – Proprietary Funds..............................................................................28 Statement of Revenues, Expenses, and Changes in Fund Net Position – Proprietary Funds ...................................................................................................29 Statement of Cash Flows – Proprietary Funds ...............................................................................30 Notes to the Financial Statements ............................................................................................ 31-68 Required Supplementary Information Budgetary Comparison Schedule – General Fund .........................................................................69 Budgetary Comparison Schedule – Street Fund ............................................................................70 Budgetary Comparison Schedule – Emergency Services Fund .....................................................71 Schedule of Employer’s Share of Net Pension Liability and Employer Contribution – PERSI Base Plan ............................................................................72 Schedule of Employer’s Share of Net Pension Liability and Employer Contribution – PERSI Base FRF Plan ....................................................................73 CITY OF REXBURG, IDAHO Table of Contents (Continued) September 30, 2022 Schedule of Employer’s Share of Net Pension Liability and Employer Contribution – FRF Excess Plan ............................................................................74 Other Supplementary Information Combining Balance Sheet – Nonmajor Governmental Funds ................................................. 75-81 Combining Statement of Revenues, Expenditures and Changes in Fund Balances – Nonmajor Governmental Funds ............................................................... 82-88 Schedule of Expenditures of Federal Awards ...........................................................................89 Notes to the Schedule of Expenditures of Federal Awards ......................................................90 Independent Auditors’ Report on Internal Control over Financial Reporting and on Compliance Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards .............................................................. 91-92 Independent Auditors’ Report on Compliance for Each Major Program and On Internal Control Over Compliance Required by the Uniform Guidance ...................................................................................................... 93-95 Schedule of Findings and Questioned Costs ........................................................................ 96-97 490 First American Circle | Rexburg, ID 83440 | bus: 208-356-3677 | fax: 208-356-3689 | www.ruddco.com 1 INDEPENDENT AUDITOR’S REPORT To the Honorable Mayor and City Council City of Rexburg, Idaho Qualified and Unmodified Opinions We have audited the accompanying financial statements of the governmental activities, the business- type activities, the aggregate discretely presented component unit, each major fund, and the aggregate remaining fund information of City of Rexburg, Idaho, as of and for the year ended September 30, 2022, and the related notes to the financial statements, which collectively comprise the City of Rexburg, Idaho’s basic financial statements as listed in the table of contents. Summary of Opinions Opinion Unit Type of Opinion Governmental Activities Unmodified Business-Type Activities Unmodified Discretely Presented Component Unit Unmodified General Fund Unmodified Street Fund Unmodified Emergency Service Fund Unmodified Water Fund Unmodified Wastewater Fund Unmodified Sanitation Fund Unmodified Aggregate Remaining Fund Information Qualified Qualified Opinion on Aggregate Remaining Fund Information In our opinion, except for the effects of the matter described in the “Matter Giving Rise to the Qualified Opinion on the Aggregate Remaining Fund Information” paragraph, the financial statements referred to above present fairly, in all material respects, the financial position of the City of Rexburg, Idaho as of September 30, 2022, and the changes in financial position thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America. Unmodified Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, the aggregate discretely presented component unit, and each major fund of the City of Rexburg, Idaho, as of 2 September 30, 2022, 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. Basis for Qualified Opinion and Unmodified Opinions We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the City of Rexburg, Idaho, and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Matter Giving Rise to the Qualified Opinion on Aggregate Remaining Fund Information Management has not included negative fund balances as unassigned fund balances in the City’s financial statements as outlined in footnote 23. Accounting principles generally accepted in the United States of America require all negative fund balances be classified as unassigned funds in the governmental funds statements. The City’s management feels that it is more consistent and useful to show the negative fund balances in the appropriate fund type. Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America, and for 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. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the City of Rexburg, Idaho’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. Auditor’s Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgement made by a reasonable user based on the financial statements. In performing an audit in accordance with generally accepted auditing standards, we: 3 •Exercise professional judgement and maintain professional skepticism throughout the audit. •Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. •Obtain an understanding of internal control relevant to the audit 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 of Rexburg, Idaho’s internal control. Accordingly, no such opinion is expressed. •Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. •Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the City of Rexburg, Idaho’s ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control- related matters that we identified during the audit. Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis, budgetary comparison information and schedule of pension liabilities and contributions which are listed in the table of contents be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Supplementary Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City of Rexburg, Idaho’s basic financial statements. The accompanying combining and individual nonmajor fund financial statements and schedule of expenditures of federal awards, as required by Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The 4 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 nonmajor fund financial statements and the schedule of expenditures of federal awards are fairly stated, in all material respects, in relation to the basic financial statements as a whole. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated June 29, 2023, on our consideration of the City of Rexburg, Idaho’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City of Rexburg, Idaho’s internal control over financial reporting and compliance. Rexburg, Idaho June 29, 2023 5 Management’s Discussion and Analysis Matthew K. Nielson, Chief Financial Officer Our discussion and analysis of the City of Rexburg’s financial performance provides an overview of the City’s financial activities for the fiscal year ended September 30, 2022. Please read this in conjunction with the City’s financial statements, which begin on page 22. FINANCIAL HIGHLIGHTS The assets and deferred outflows of the City exceeded its liabilities and deferred inflows at September 30, 2022 by $153,104,068. • Of this amount, $6,901,374 of unrestricted net position and $32,551,880 of restricted assets is available to meet the City’s ongoing obligations to citizens and creditors. • The City’s net position increased $16,271,164 as a result of this year’s operations, which includes an increase of governmental type net position by $12,846,245 and of business-type net position by $3,424,919. • At fiscal year end, the City’s governmental funds reported combined ending fund balances of $22,951,364, an increase of $2,183,066 from last year. • The General Fund Balance was $6,901,374 or 39.42% of the total General Fund Expenditures and Fund Transfers. This leaves over a 4-month reserve in place. This is a 14.79% increase over the prior year. Of this balance, $773,400 was appropriated in the budget of the following fiscal year. OVERVIEW OF THE FINANCIAL STATEMENTS The Government-wide Financial Statements are presented in a format designed to provide a broad overview in a business-like manner. These statements include all assets and liabilities using full accrual accounting, which is similar to accounting used by most large businesses. Full accrual accounting reports all of the current year’s revenues and expenses when they are obligated, regardless of whether or not cash has yet been received or paid out. You will also need to consider non-financial factors, such as changes in the City’s property tax base and the condition of its streets, to assess its overall health. These statements distinguish functions that are principally supported by taxes and inter-governmental revenues (governmental activities) from functions that are supported by user fees (business-type activities). Governmental activities include: general administration, public safety, streets, parks, recreation, and arts. The business-type activities include: water, wastewater (sewer), and sanitation (garbage). 6 The government-wide financial statements also include separately the financial information of the Rexburg Redevelopment Agency as a component unit. The Statement of Net Position presents information on all of the City’s assets, liabilities, and deferred inflows/outflows of the City. The difference between them is called the Net Position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the City is improving or deteriorating. The Statement of Activities defines the change in Net Position by reporting expenses of the different functions of the City and related revenues. Here expenses are listed before revenues in order to emphasize that in City government, revenues are generated to support the different functions and are not the driving force, service needs or functions are. The City is not here to make a profit, unlike business; it first identifies the service needs of its citizens and then raises the resources to meet those needs. Fund Financial Statements are used to maintain control over resources that have been segregated for specific activities, objectives or as may be required by law or grant or bond agreements. Major funds are shown in separate columns and include the General Fund, Streets, Emergency Services, Water, Wastewater, and Sanitation; all other funds are non-major funds and are summarized in one column. Details of the non-major funds are shown under Other Supplementary Information on pages 75-88 of this report. All of the funds of the City are also divided into two categories, governmental or enterprise (business-type). Governmental Funds Financial Statements focus more on current inflows, outflows and balances (reporting more on a cash/partial accrual accounting basis instead of a full accrual basis) rather than on long term effects on net position, such as depreciation might have, which is included in the Government-wide Statements. The City maintains 80 active funds, 73 are governmental funds and 7 are categorized as Enterprise Funds, which are the Utility funds. Enterprise Funds Financial Statements are used to report the business-type activities (supported by user fees) of the City that include the Utility Funds. These funds are reported on a full accrual basis, which is the same as the business-type accounting used in the Government-wide Financial Statements for all funds but includes more detail here. GOVERNMENT-WIDE FINANCIAL ANALYSIS Net Position For the years ended September 30, 2021 and September 30, 2022, Net Position changed as follows: Governmental Business-type All Activities Activities _Activities Net Position 9/30/21 $ 80,496,880 $ 56,356,026 $ 136,852,906 Increase in Net Position $ 12,846,245 $ 3,424,919 $ 16,271,164 Net Position 9/30/22 $ 93,343,125 $ 59,780,945 $ 153,124,070 Percent Increase 15.96% 6.08% 11.89% 7 Large item (over $50,000) increases came from: Tyler Munis Finance Software One Time Fees $ 71,312 Roof Reseal/Resurface-Police Building $ 111,838 Tractor/Accessories for snow removal $ 56,640 Durapatch/Crack Seal Equipment $ 97,275 Recreation District Consultation/Study $ 64,671 Track Hoe $ 367,088 Asphalt around Street Shop $ 55,523 Transportation Study $ 64,471 Command Vehicles-Fire Dept (2) $ 122,577 Tender Fire Truck $ 172,145 Land Purchase-Fire District $ 110,235 Water LID Project Work $ 180,665 Well #1 & #6 Improvements $ 233,725 WWTP Blower Replacements (3) to VFD’s $ 87,860 Load-all/Telehandler $ 120,504 Mixer-Oxidation-10 to Replace $ 148,458 TWAS Cover $ 71,652 WWTP Clarifier Refurbish/DOB System $ 83,025 WW Sewer line Camera/Vehicle $ 163,085 Relocate Millhollow Lift Station $ 107,187 WW LID Project Work $ 748,334 Add Restroom-Nature Park-CDBG Grant $ 120,251 Pave Parking Lot-Nature Park $ 95,147 Nature Park Large Playground Equipment $ 286,666 Baseball/Softball Quad – Ph III $ 54,862 New Deck/Cart Storage at Golf Course – PH II $ 142,443 New Golf Carts (30) Golf Course $ 161,210 Water Build/Booster Station Constr.- #8 and #9-PH III $ 71,754 Water Well #10, Building, Booster $ 246,669 Seal coat and Chip Seal Street Projects $ 204,264 Storm Drain Replacements $ 205,596 12th W-Univ Road Reconstruct $ 124,945 12th W-Univ Road New Traffic Signal- PH I $ 568,751 7th S and Yellowstone Traffic Signal Upgrade $ 131,744 Roundabout – Pioneer/7th S – URA – PH III $ 1,189,514 Widen Road-Univ Blvd to Mikin $ 141,401 New Snow Removal Equipment-Airport-FAA Grant $ 314,897 Airport Feasibility Study-Final $ 117,420 Contributed Capital New Streets $ 3,724,826 LID 50-Park Street PH II $ 437,198 LID 51-Phase II-Neighborhood by Fairgrounds $ 900,460 LID 52 Design-PH I $ 57,624 Fiber Project Design and Construction-PH I $ 2,988,640 Contributed Capital Water $ 742,702 Contributed Capital Wastewater $ 800,709 Also, see Note #4 on page 40. 8 Because the City has not been required by the Governmental Accounting Standards Board (GASB) to list streets and storm sewers acquired before October 1, 2003, those items are not included in the Beginning Net Asset amounts under Governmental Activities. All acquisitions of streets and storm sewers on or after that date will be included. The City may decide in the future to estimate the historical cost of those previously acquired streets and storm sewers and adjust the beginning balances at that time. 9 A summary of long-term transactions of the City for the year ended September 30, 2022, is as follows: Changes in Long-Term Liabilities: Long-Term Long-Term Obligations Obligations September 30,Obligations Obligations September 30, 2021 Incurred Paid 2022 Governmental activities: Local improvement district warrants payable (Note 11)-$ -$ -$ -$ Obligations under capital Leases (Note 14)91,920$ 161,210$ (45,960)$ 207,170$ Accrued compensated absences (Note 8)451,968$ -$ (3,428)$ 448,540$ Long Term Lease Liability -$ 335,806$ -$ 335,806$ PERSI Net Pension Liability (Note 17)(1,117,702)$ 9,860,805$ 8,743,103$ Governmental Activity Long-Term Liabilities (573,814)$ 10,357,821$ (49,388)$ 9,734,620$ Business-type activities: Accrued compensated absences (Note 8)83,939$ (16,129)$ 67,811$ Obligations under capital -$ -$ -$ -$ Lease (Note 14) PERSI Net Pension Liability (30,590)$ 1,485,345$ -$ 1,454,755$ (Note 17) Water DEQ Loan (Note 13)8,322,845$ -$ (991,425)$ 7,331,420$ Wastewater revenue bonds payable (Note 12)3,115,000$ -$ (765,000)$ 2,350,000$ Business-type Activity Long-Term Liabilities 11,491,194$ 1,485,345$ (1,772,553)$ 11,203,986$ Total Governmental and Business-type Activiites Long-Term Liabilities 10,917,380$ 11,843,166$ (1,821,941)$ 20,938,606$ There are currently no outstanding General Obligation Bonds. 10 Governmental Activities The format of the Statement of Activities lists the expenses first and then the revenues with a resulting Net Expense. The reason for this kind of format is to highlight the relative financial burden or subsidy of each of the functions on the general revenues of the City, including property tax, after that function’s specific revenues are subtracted. Below is a comparison of the changes in the net position from 2021 to 2022. Below are some details about some of the activities found in the Statement of Activities. Governmental Activities General and Administrative (Mayor & City Council, Economic Development, Customer Services, Information Systems, Financial Management, Human Resources, Building Maintenance, Legal, Planning and Zoning, Engineering, GIS, Building Safety, Shop, and miscellaneous other departments). A majority of these departments’ expenditures is offset by revenues from overhead charges. 11 Public Safety (Police and Emergency Services) It is important to note that the Police and Fire functions create the most financial burden on the general revenues, but, customarily, that is what property tax is for. In an effort to provide the most efficient and effective funding of fire and ambulance services in Madison County, the City of Rexburg, the Madison County Ambulance District, and the Madison County Fire Protection District have formed a joint venture doing business as the Madison Fire Department. Madison County reimburses the City for Ambulance expenses and its portion of shared expenses. Madison County Fire Protection District also reimburses the City for its portion of shared expenses. In Fiscal Year 2019, a change was made on charges for personnel in the joint venture from 50% ambulance/50% fire to 48% ambulance/52% fire, which increased costs for the city and fire district to help alleviate funding concerns related to the ambulance district. Parks, Recreation and Cultural Arts The Parks Department is mostly funded by General Revenues. Only about $22,196 was taken in as parks reservation fees in 2022. The Recreation Administrative expenses are subsidized completely by General Revenues, while the Recreation Programs are intended to be more self-sufficient. In 2022, a transfer of $122,517 from the general fund was made to subsidize 2022 losses in the recreation program fund. $52,939 of this transfer covered the building lease and operating deficit for “The Zone Rexburg Recreation Center and Kidsburg Play and Learning Center. We would anticipate that the Zone/Kidsburg activities will continue to need to be subsidized each year. The City hired a Golf Professional during 2021 and ended the Golf Manager contract on December 31, 2020. This will help the City and County to better address capital needs and be able to reduce operating losses at the courses under this new model. The Golf Courses experienced their highest operating revenue and patron usage of all time in the Fiscal Year 2022. A new deck was completed in 2022 at Teton Lakes along with several other capital improvements. In 2022 the operating fund of the water park Rexburg Rapids experienced an operating profit of approximately $13,392. In 2022, the twelve year combined operating loss reached an amount of $79,776, which means Rexburg Rapids has operated with an average loss of $6,648 per year in its first twelve seasons. The City Council also transferred $65,004 from the general fund in 2022 that will be kept in reserve for future major capital projects or repairs at the water park. The capital reserve carryover was at $291,068 at fiscal year-end 2022. It is anticipated that the council will continue to transfer additional funds from the general fund for these ongoing capital replacement expenses. Cultural Arts includes the Tabernacle Civic Center and Museum of Rexburg, the Legacy Flight Museum, the Romance Theater, and the Rexburg Cultural Arts fund. General revenues and taxes heavily subsidize the Cultural Arts Funds. The Cultural Arts Funds were subsidized approximately $242,448 in 2022 by the general fund. The subsidy was much lower than prior years in 2022 because no major capital projects occurred, however major capital projects will begin to occur at the Tabernacle and Romance Theatre over the next several years. Streets The Street operating fund is funded by State Highway User Fees, County Road & Bridge Property Taxes, and other charges and is not subsidized by General Revenues, except for 100% of the franchise 12 fees that have been allocated to that fund. The City has shifted 100% of the franchise revenues from the general fund to streets over the last few years in an effort to address needed street repairs/replacement more quickly. Streets did have a significant increase in State Highway User Fees over the prior fiscal year of over $417,900. The street operations fund transferred nearly $2 million to the Street reconstruction fund for future projects. Business-type Activities Utility Funds The Utility Departments include the Sanitation, Water, and Waste Water departments. The City maintains separate Capital Reserve Funds for Water and Wastewater that are funded through capacity fees and used for large construction projects to expand capacity. In 2010, the City started a project to expand the Wastewater Treatment plant and wastewater lines to increase capacity and to address some other maintenance concerns at the existing plant, which work was substantially finalized by the end of 2018. The improvements will help eliminate odors, help with the disposal of bio-solids, and add new capacity as mentioned above. In order to pay for the construction maintenance upgrades and expansion of the plant, the city secured a revenue bond of 10 million dollars on December 8, 2010, which will be paid back with capital reserve funds and increases in utility fees. The City did complete a tax-exempt current refunding (refinance of bond) in June of 2020, and anticipates saving $309,460 in cash flow savings from interest savings (after fees) by privately placing this debt. The utility funds, which include utility operations, water capital reserve, sewer capital reserve, water capital construction, sewer/water line extension, and the sewer plant construction funds, decreased in cash and short-term investments by $654,781, ending the year with a balance of $18,393,198, which can be seen on the Statement of Net Position. The City of Rexburg provides wastewater treatment services to the City of Sugar City and the City of Teton at a per gallon charge that includes operating costs. Both cities have provided their share of capital up front through the payment of capitalization fees that reserve certain amounts of capacity for their usage. Those two cities together provide 6.23% of the total monthly-billed revenue for the wastewater department. Sewer rates were last increased on October 1, 2022. Water rates were last increased on October 1, 2022. Sanitation rates were last increased on October 1, 2022. Water and sewer capacity fees and Impact Fees were last updated May 20, 2020. We received the final findings of the water facilities planning study at the end of 2015 and began construction in 2016. The projected improvements required additional funding beyond that available in our capital and operating reserve funds. The water upgrades were funded with a combination of reserves and a loan that was finalized in 2022 from the Department of Environmental Quality (DEQ). The loan included principal forgiveness of $2,211,300. The water project will provide needed production, storage, and delivery capacity to meet the current water demands and future water demands as our population grows. In 2012 the City began to provide curb-side pickup for recycling to single family residents at no additional cost to the customer. In 2015, the majority of single-family residents were receiving the recycling option. The Recycling Program is a joint effort with Brigham Young University Idaho and 13 a third party vendor. In 2014, 2015, and 2016 it became necessary to increase the recycling contract expenses in order to maintain the program at its current service level. There was no increase in recycling costs in 2017, but a substantial increase in fees in 2018 was necessary because the vendor was no longer able to sell all recyclables and was forced to pay tipping fees for some items, which costs were passed on to the city. This same fee from the vendor was increased in 2022. The city is not currently seeking to add the recycling option to commercial and multi-family users because the costs have increased and the value of the recycled products has dropped. When we recycle goods, it reduces the Madison County tipping fees expense we would otherwise pay for disposing goods. The City analyzed the recycling with the oversight committee/council members during 2022 and determined to continue to offer the service with no changes, other than fee changes. FUND FINANCIAL STATEMENT ANALYSIS As noted earlier, the City of Rexburg uses fund accounting to ensure and demonstrate compliance with legal, grant and budget requirements. Governmental Funds The focus of the City of Rexburg Governmental Funds is to provide information on current year cash flows and balances. Such information is useful in assessing the City’s current year financing requirements. In particular, unassigned fund balances that are not held for emergencies or cash flow purposes, may serve as a useful measure of the City’s net resources available for spending at the end of the fiscal year that could be added to expected revenues for the following fiscal year. The General Fund Balance (see page 26) increased by $889,449 during the year, due primarily to actual expenses lower than the final expenses budgeted. The Street Funds’ Balances (see page 26) decreased by $218,288, leaving a fund balance of $2,105,716 in the street operations, street repair, and street reconstruction funds. This carryover excludes that in street impact fund. The fund balance will be carried over for projects that are already planned and budgeted for in future years. The Emergency Services Fund (see page 26) is financed by three entities: the City of Rexburg (for fire suppression services), the Madison County Fire Protection District, and the Madison County Ambulance District. All expenditures are billed to the three entities based on the benefit received by each. The fund balance is normally always zero because the three entities reimburse all expenditures. The Emergency Services Fund ended the fiscal year $70,930 over budget, but had additional revenues come in to match this expense overage in the budget. Police, Fire, Parks and Street Development Impact Fees were up in 2022 over 2021 and the city collected in the amounts of $52,385, $38,418, $156,870, and $380,893 respectively, totaling $628,566 for qualified capital improvements in those departments. It is important to illustrate the need for impact fees by looking at the fund balances of each respective fund to determine the health of those funds in providing the necessary capital to meet the demands of the growth in our community and its impact on our current service levels. At the end of the fiscal year 2022, the Police Impact Fee Fund was at $237,000. We hope to expand or purchase a larger police station in 2026 and plan to save impact fees to help with this cost. The Fire Impact Fee Fund had a balance of $4,686, which will help fund the future replacement of fire engines and expansion or addition of fire stations. The Parks Impact Fee Fund balance was $365,149 and is being accumulated 14 for future park and trail projects. The Street Impact Fees Fund balance available to be used for qualified street projects was $1,913,834. The city finalized the respective Capital Improvement plans and Impact Fee Analysis for each type of impact fee in May of 2020. The Joint Fire Equipment Fund has a positive fund balance of $1,632,590, which comes from contributions by the City and the Madison County Fire Protection District. These funds are for future purchases of fire equipment and facilities. The GIS (Geographic Information System) Fund was first created in 2004 to track the funding of the joint City/County GIS Department on a 50/50 financing split. The golf courses, Teton Lakes of 27 holes and the Municipal Course (renamed in 2016 the “Legacy Golf Course”) of 9 holes, are jointly owned and managed by the City of Rexburg and Madison County. Their governing boards appoint a Golf Board consisting of six citizens and a member of each of the governing boards to act as a liaison to the Board. At the end of the fiscal year, together, the Golf Fund and Golf Construction Fund had a cash balance of $6,103. The Golf Operations fund had a surplus of $321,402 and much of this will go towards finishing the deck project in 2022. The Golf Construction fund deficit was $315,299, which was covered by a loan from the City, half of which is guaranteed by the County. There was a transfer of $50,096 to the Golf Course Construction Fund at the end of the fiscal year from the Golf Operations Fund that will be used to pay back the fifth year payment due in 2023 for the golf carts purchased with a loan from the city/county. The City and County did reduce the deficit $25,000 each (total of $50,000) with transfers from their general funds, which we plan to continue to do in the future. Proprietary Funds The City of Rexburg proprietary fund statements provide the same type of information found in the government-wide statements, but in more detail. These statements include information from both the capital reserve and operating funds. Fund 25 is the Sanitation Fund, Fund 26 the Water Operations Fund, and Fund 27 the Wastewater Operations Fund. These operating funds ended the year with net income of $2,906,068, of which $1,874,045 was due to grants and contributed assets from developers. The Utility Operations Funds decreased in cash and investments by $1,136,577, ending the year with a balance of $14,001,387 in cash and investments. The Sanitation Fund ended with a balance of $1,630,637. The Water Operation Fund ended with a balance of $6,496,451, which was a decrease of $1,198,787 over the prior year. The City expects to use a portion of the water operating reserves for construction projects on the capital improvement plan in future years. The Wastewater Operations Fund ended with a balance of $5,874,299, which was a decrease of $228,256 from the prior year. GENERAL FUND BUDGETARY HIGHLIGHTS The City strives to maintain a total general fund committed fund balance equal to a minimum of 25%, or greater, of general fund budgeted expenditures for the last ended fiscal year for the necessary cash flow, for unforeseen emergencies, and to mitigate current and future risks. At the end of 2022, the fund balance was 39.38% of the 2022 actual expenses. The city expects this fund balance to continue to decrease over the next few years as it anticipates saving for expansion of or moving of the police station and constructing a new municipal building along with some other large capital expenditures for our historical buildings. A large portion of this carryover is also typically used as a fund balance carryover in the budgeted revenues to balance the budget from year to year. Included in the fund 15 balance is the savings/reserve for the health/dental insurance. The City plans to move that out into a trust fund once the decision is made to move forward with a self-insured plan at some future date. However, some individual accounts showed variations that are notable: Significant Revenues Overage (Shortage) Sales Tax $ 292,124 Federal Grant $ 287,312 Investments/Unrealized Gain (Loss) $ (601,223) Significant Expenditures Under (Over) Budget Police Patrol $ 65,273 Police Admin $ 249,894 Parks $ 134,374 Transfer to Tabernacle $ 169,708 Transfer to Joint Fire Operations $ 89,703 Transfer to Fiber Reserve $ (287,312) 16 STREET FUND BUDGETARY HIGHLIGHTS However, some individual accounts showed variations that are notable: Significant Revenues Overage (Shortage) Property Tax-County Road and Bridge $ (212,771) Franchise Fees $ 122,577 State Highway User Funds $ 756,633 Transfer in-Street Operations to Street Repair Fund $ 724,959 Contributions-New Street Construction Fund $ 3,224,826 Urban Renewal Reimbursements $ (607,871) Significant Expenditures Under (Over) Budget Fund Transfer from Street Operations to Street Repair Fund $ (724,959) Storm Drain Replacement $ (205,596) Fund Transfer from Street Replacement to LID construction $ (278,982) Contributed Capital (new finished streets) $ (3,224,826) Roundabout-Pioneer/7th S URA $ (399,515) 7th S Railroad Crossing Upgrade URA $ 1,000,000 Move Signal/Buy ROW 2nd E and 600 N $ 296,500 Traffic Signal/Widen Road-12th W and University $ (208,751) 17 EMERGENCY SERVICES DEPARTMENT FUND BUDGETARY HIGHLIGHTS The City of Rexburg, through an agreement with Madison County Fire Protection District and the Madison Ambulance District, is responsible for the administration and accounting of the Emergency Services Department (ESD) operations. A governing board made up of one elected official from each entity and a doctor, sets policies as needed for the department. ESD Fund Revenues are almost all provided by the sharing of costs by three entities: the City of Rexburg and the Madison Fire Protection District through an Operating Transfer in, and the Madison Ambulance District through warrants paid to the City. Costs are reimbursed based on benefits received by the three entities. The ESD Department utilized ambulance and fire equipment on site at various wild land fires throughout the state and nation. For their work, the respective entity that supplied equipment received reimbursement revenues that helped reduce the shared costs needed by the three entities that fund the ESD operations. They also sent out personnel to help in the wild land fire efforts and received reimbursement revenues to cover the wages and benefits paid to the employees. The Madison Ambulance District paid approximately 40.84% of the costs during the past fiscal year. The City and the Madison Fire District each paid about 36.50% and 22.67% respectively. ESD Operating Fund Revenues and Expenses were both approximately $70,930 over budget – both because this fund is usually zeroed out at the end of the year and any savings or overruns are shared by the three entities immediately. The City’s share of the net expenses was $1,313,697 of a $1,403,400 budget, or $89,703 under budget. REXBURG URBAN RENEWAL AGENCY Separately issued financial statements for the Rexburg Urban Renewal Agency, a component unit of the City of Rexburg is available at the City offices. 18 The Actual Total Expense pie chart shows the relative size of the departments or categories of expenses. Each Total Expense category includes both operating expense and capital purchase expense. Operating Expense does not typically include capital expense and is the amount needed to fund the day-to-day operations of the City. Capital Expense is usually defined as an expense if the benefit or item purchased is expected to last two or more years and is depreciated over multiple years as determined by the city’s depreciation schedule. Construction is generally a large piece of the pie each year and is capital in nature, but varies widely from year to year in amount, due to the available funding and the particular needs of that year. Fund Transfers are made between different funds to pay for charges for services given or to fund the deficit position of funds with a transfer from the General Fund. The total expenses in 2022 increased by approximately 13.7% or $7.65 million dollars compared to 2021. This was due in large part to higher street construction projects/costs and a large increase in Administration Overhead, which included Fiber expenses for reporting purposes. 19 The Actual Total Revenue pie chart shows the relative size of the categories of revenue by source. Total Revenue categories include both operating revenue and revenue that is restricted to capital purchases. Operating Revenue does not include revenue reserved for capital purchases and is the amount needed to fund the day-to-day operations of the City. Capital Revenue is usually defined as revenue reserved to be used on purchases that are expected to last two or more years. Fund Transfers and Interfund Charges are made between different funds to pay for charges for services given or to fund the deficit position of a particular fund with a transfer from the General Fund. LID Assessments are revenues charged against a particular benefited property for improvements made by the City through a Local Improvement District (LID). State Taxes include Sales Tax, Gas Tax, and Liquor Tax Revenues that are distributed to the Cities by the State of Idaho. It is relevant to point out that Property Tax, however important it is to the financial well-being of the City, is a relatively small part of the Total Revenue Budget. Road & Bridge Tax is property taxes levied by the County for their Road & Bridge Fund that are turned over by state law to the City. The amount of tax transferred is equal to half of the Road & Bridge Tax collected on properties within the City limits. The total revenues in 2022 increased by 6.73% or over $4.35 million dollars compared to 2021. 20 The Actual Operating Expense pie chart shows the relative size of the departments or categories of operating expense. Operating Expense does not typically include capital expense funds and is the amount needed to fund the day-to-day operations of the City. Public Safety expense, which includes the Police, Fire, and Ambulance Departments, comprises about 31% of the operating expenses. The Utility Funds, which include the Wastewater, Sanitation, and Water Departments, account for approximately 34% of the operating expenses. Street operations accounts for 10%, leaving about a 29% for the rest of the departments or categories. The operating expenses increased by approximately $2.45 million as compared to 2021, with the largest increase coming in Streets (over $940,000) and Wastewater (over $93,000). The utility operating funds combined had an increase of $130,000. All other departments had less significant increases or decreases. 21 The Actual Operating Revenue pie chart shows the relative size of the categories of operating revenues. Operating Revenue does not include moneys meant for capital expense and is the amount provided to fund the day-to-day operations of the City. Utility Charges, which include the Wastewater, Sanitation, and Water user fees, are about 29% of the total. Property Tax, State Taxes (with the exception of the gas tax), and Interfund charges for services (Overhead Transfers) are general-purpose revenues that can be used at the City Council’s discretion. Many of the other categories specified are each for a special purpose and must be spent according to state law or agreements signed. The operating revenues increased by approximately 6% or $ 2.35 million as compared to 2021, with the largest increase occurring in State Taxes and Property Taxes. With property taxes we saw a large increase because in 2021 we cut property tax in order to receive a matching federal grant offered through the GPSI program at the state level to provide property tax relief. The increase in state taxes was in large part due to large increases in both sales and the gas tax. Operating contributions saw 31% increase over the prior year as well. This will vary based on operating expenses being covered by other entities. All other operating increases and decreases were less dramatic than these areas. BASIC FINANCIAL STATEMENTS The Accompanying Notes are an Integral Part of the Financial Statements 22 Component Unit (Rexburg Governmental Business-type Urban Renewal Activities Activities Total Agency) ASSETS Current Assets: Cash and Short-term Investments 20,859,199$ 18,393,198$ 39,252,397$ 8,637,864$ Receivables 7,978,922 1,555,578 9,534,500$ 28,056 Accrued Interest Receivable-Leases 229 229$ Short Term Lease Receivable 83,967 83,967$ Supplies 56,422 60,150 116,572 - Total Current Assets 28,978,739 20,008,926 48,987,665 8,665,920 Noncurrent Assets: Revolving Loan Receivable 1,167,092 - 1,167,092 - Right of Use Lease Asset 1,038,846 - 1,038,846 - Accumulated Amortization-Leases (371,538) - (371,538) - Long Term Lease Receivable 184,533 - 184,533 - Capital Assets: Capital Assets 120,996,528 81,258,289 202,254,817 1,986,562 Accumulated Depreciation (48,456,951) (30,258,462) (78,715,413) - Net Capital Assets 72,539,577 50,999,827 123,539,404 1,986,562 Total Noncurrent Assets 74,558,510 50,999,827 125,558,337 1,986,562 TOTAL ASSETS 103,537,249 71,008,753 174,546,002 10,652,482 Deferred Outflows of Resources 5,171,546 781,370 5,952,916 - TOTAL ASSETS AND DEFERRED OUTFLOWS 108,708,795 71,790,123 180,498,918 10,652,482 LIABILITIES: Current Liabilities: Accounts Payable 4,397,732 507,976 4,905,708 1,683,409 Accrued Compensated Absences 448,541 67,811 516,352 - Accrued Payroll Liability 573,159 46,604 619,763 - Accrued Interest Payable - 5,358 5,358 - Short Term Lease Liability 204,654 - 204,654 - Accrued Interest Payable-Leases 5,489 - 5,489 - Deferred Revenue - - - - Other 62,150 238,761 300,911 - Current Portion of Long-term Obligations 45,960 966,820 1,012,780 181,258 Total Current Liabilities 5,737,685 1,833,330 7,571,015 1,864,667 Noncurrent Liabilities: Noncurrent Portion of Long-term Obligations 161,210 8,714,600 8,875,810 2,810,407 Long Term Lease Liability 335,806 - 335,806 - Net Pension Liability 8,743,103 1,454,755 10,197,858 - Total Noncurrent Liabilities 9,240,119 10,169,355 19,409,474 2,810,407 TOTAL LIABILITIES 14,977,804 12,002,685 26,980,489 4,675,074 DEFERRED INFLOWS OF RESOURCES Bond issue premium, net of amortization - - - - Landlord Leases Deferred Inflows 258,677 - 258,677 LID/Property Tax/Misc Revenue Deferred Inflows 107,006 - 107,006 Pension Deferred Inflows 42,186 6,493 48,679 - TOTAL DEFERRED INFLOWS OF RESOURCES 407,869 6,493 414,362 TOTAL LIABILITIES AND DEFERRED INFLOWS OF RESOURCES 15,385,673 12,009,178 27,394,851 4,675,074 NET POSITION (DEFICIT): Invested In Capital Assets, Net of Related Debt 72,332,407 41,318,407 113,650,814 1,986,562 Restricted for: Capital projects 13,835,238 4,642,883 18,478,121 3,688,645 Debt service (2,968,885) 966,820 (2,002,065) 272,101 Intergovernmental Agreement 1,432,161 1,432,161 - Operations 1,790,828 12,852,835 14,643,663 30,100 Unrestricted 6,901,374 6,901,374 - TOTAL NET POSITION 93,323,123$ 59,780,945$ 153,104,068$ 5,977,408$ CITY OF REXBURG, IDAHO STATEMENT OF NET POSITION GOVERNMENT WIDE September 30, 2022 Primary Government The Accompanying Notes are an Integral Part of the Financial Statements 23 Charges Operating Capital for Services Grants and Grants and FUNCTIONS/PROGRAMS Expenses and Taxes Contributions Contributions Total PRIMARY GOVERNMENT: GOVERNMENTAL ACTIVITIES: General and Administrative 6,998,988$ 4,881,209$ 291,324$ 4,213,268$ 2,386,813$ Public Safety 12,152,714 4,530,248 2,652,253 101,313 (4,868,900)$ Parks, Recreation and Arts 4,182,313 2,108,202 227,979 895,028 (951,104)$ Streets 6,660,765 5,378,451 8,152,970 6,870,656$ Total Governmental Activities 29,994,780 16,898,110 3,171,556 13,362,579 3,437,465 GENERAL REVENUES: Property Taxes Levied for General Purposes 5,896,529 5,896,529 Franchise Fees - - State Taxes 3,821,991 3,821,991 Investment Earnings (309,740) (309,740) Miscellaneous - - Total General Revenue - 9,408,780 - - 9,408,780 Total Governmental Activities 12,846,245 NET GOVERNMENTAL ASSETS - BEGINNING BALANCE 80,496,880 NET GOVERNMENTAL ASSETS - ENDING BALANCE 93,343,125$ BUSINESS-TYPE ACTIVITIES Water 3,770,532$ 3,523,932$ 1,268,179$ 1,021,579$ Waste Water 5,073,310 6,348,341 3,545 1,506,924 2,785,500$ Sanitation 2,907,643 2,992,233 84,590$ Total Business-type Activities 11,751,485 12,864,506 3,545 2,775,103 3,891,669 GENERAL REVENUES: Investment Earnings (492,277) (492,277) Miscellaneous 25,527 25,527 Total Business Type Activities 3,424,919 NET BUSINESS-TYPE ASSETS - BEGINNING BALANCE 56,356,026 NET BUSINESS-TYPE ASSETS - ENDING BALANCE 59,780,945$ TOTAL PRIMARY GOVERNMENT 41,746,265$ 38,679,119$ 3,175,101$ 16,137,682$ 16,271,164$ TOTAL PRIMARY GOVERNMENT NET ASSETS - BEGINNING BALANCE 136,852,906 TOTAL PRIMARY GOVERNMENT NET ASSETS - ENDING BALANCE 153,124,070$ COMPONENT UNIT (REXBURG URBAN RENEWAL AGENCY): General and Administrative 132,463$ (132,463)$ Property Transfer to City/Write-Off 281,695 (281,695) Asset Impairment 708,081 (708,081) Construction & Land Acquisition 2,051,009 (2,051,009) Interest & Amortization Expense 107,999 (107,999) Total Component Units 3,281,247$ (3,281,247) GENERAL REVENUES: Property taxes levied for general purposes 2,555,748 Sale of Property (162,226) Charges for Services 57,937 Unrealized gain (loss)(63,860) Investment Earnings 43,983 Total General Revenue 2,431,582 TOTAL COMPONENT UNIT ACTIVITIES (849,665) TOTAL COMPONENT UNIT - BEGINNING BALANCE 6,827,073 TOTAL COMPONENT UNIT - ENDING BALANCE 5,977,408$ CITY OF REXBURG, IDAHO STATEMENT OF ACTIVITIES GOVERNMENT WIDE September 30, 2022 Program Revenues The Accompanying Notes are an Integral Part of the Financial Statements 24 Emergency Other Total General Street Service Governmental Governmental ASSETS Fund Fund Fund Funds Funds Cash and Short Term Investments 4,251,843$ 867,556$ -$ 15,739,800$ 20,859,199$ Receivables 1,410,544 2,490,900 335,472 4,909,098 9,146,014 Inventory 56,422 - 56,422 Due from Other Funds 3,649,737 - - 3,649,737 TOTAL ASSETS 9,368,546$ 3,358,456$ 335,472$ 20,648,898$ 33,711,372$ LIABILITIES AND FUND BALANCES LIABILITIES: Accounts Payable 2,214,982$ 1,220,539$ 136,652$ 825,561$ 4,397,734$ Accrued Payroll 169,829 16,601 79,918 306,811 573,159 Due to Other Funds - - 85,098 3,564,639 3,649,737 Other 42,000 15,600 - 4,550 62,150 TOTAL LIABILITIES 2,426,811 1,252,740 301,668 4,701,561 8,682,780 DEFERRED INFLOWS OF RESOURCES Unavailable revenues 40,364 - 53,805 2,003,063 2,097,232 FUND BALANCES: Nonspendable 56,422 - - - 56,422 Restricted - 2,105,716 - 4,223,225 6,328,941 Committed 4,238,675 - - 9,721,049 13,959,724 Assigned - - - - - Unassigned 2,606,277 - - - 2,606,277 TOTAL FUND BALANCES 6,901,374 2,105,716 - 13,944,274 22,951,364 TOTAL LIABILITIES AND FUND BALANCES 9,368,549$ 3,358,456$ 355,473$ 20,648,898$ 33,731,376$ CITY OF REXBURG, IDAHO BALANCE SHEET GOVERNMENTAL FUNDS September 30, 2022 The Accompanying Notes are an Integral Part of the Financial Statements 25 Amounts reported for governmental activities in the statement of net position are different because: TOTAL FUND BALANCE - GOVERNMENTAL FUNDS 22,951,364$ Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the funds. Right of Use Lease Asset 1,018,845 Accumulated Amortization-Lease (371,538) Cost of Assets 120,996,528$ Accumulated Depreciation (48,456,951) Net Cost of Assets 73,186,884 Certain receivables are not financial resources and are reported as deferred revenues Lease Receivables 268,729 Property tax deferred revenue (0) Special Assessment deferred revenue 1,990,226 Deferred recreation revenues - Deferred capital project grants and contributions - Deferred ESD class revenues - Long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds Deferred Pension Outflows 5,171,546 Deferred Pension Inflows (42,186) Net Pension Liability (8,743,103) Landlord Leases-Deferred Inflows (258,677) Lease Liabilites (545,949) Long-term debt (207,170) Accrued compensated absences (448,541) TOTAL NET POSITION - GOVERNMENTAL ACTIVITIES 93,323,123$ September 30, 2022 CITY OF REXBURG, IDAHO RECONCILIATION OF THE BALANCE SHEET OF GOVERNMENTAL FUNDS to the TO THE STATEMENT OF NET POSITION The Accompanying Notes are an Integral Part of the Financial Statements 26 Emergency Other Total General Street Service Governmental Governmental Fund Fund Fund Funds Funds REVENUES: Taxes 9,718,520$ 2,781,161$ 1,011,932$ 13,511,613$ Grants and Contributions 4,095,873 5,472,149 1,743,325 2,884,079$ 14,195,426 Fees and Charges 4,869,648 1,977,489 548,035 6,154,984 13,550,156 Investment/Interest Income (299,994) 87,210 (212,784) Miscellaneous 13,901 17,705 771 16,607 48,984 TOTAL REVENUES 18,397,948 10,248,504 2,292,131 10,154,812 41,093,395 EXPENDITURES: Current: General and Administrative 4,868,133 3,540,405 8,408,538 Public Safety 5,567,671 4,403,111 1,287,421 11,258,203 Parks and Recreation and Arts 1,011,367 2,284,578 3,295,945 Streets 2,207,703 61,504 2,269,207 Debt Service: Interest on Bonds and Other Debt 2,758 2,758 Principal on Bonds and Other Debt 45,960 45,960 Capital Improvements: General and Administrative 158,256 3,525,391 3,683,647 Public Safety 127,578 18,519 421,456 567,553 Parks and Recreation and Arts 150,712 1,038,160 1,188,872 Streets 6,963,641 1,387,215 8,350,856 TOTAL EXPENDITURES 11,883,717 9,171,344 4,421,630 13,594,848 39,071,539 EXCESS OF REVENUES OVER (UNDER) EXPENDITURES 6,514,231 1,077,160 (2,129,499) (3,440,036) 2,021,856 OTHER FINANCING SOURCES (USES): Proceeds From Borrowing 161,210 161,210$ Operating Transfers In 14,822 2,183,858 2,129,499 7,372,226 11,700,405 Operating Transfers Out (5,639,605) (3,479,306) (2,581,494) (11,700,405) TOTAL OTHER FINANCING SOURCES (USES)(5,624,783) (1,295,448) 2,129,499 4,951,942 161,210 EXCESS OF REVENUES AND OTHER SOURCES OVER (UNDER) EXPENDITURES AND OTHER USES 889,448 (218,288) - 1,511,906 2,183,066 FUND BALANCE AT BEGINNING OF YEAR 6,011,926 2,324,004 - 12,432,368 20,768,298 FUND BALANCE AT END OF YEAR 6,901,374$ 2,105,716$ -$ 13,944,274$ 22,951,364$ CITY OF REXBURG, IDAHO STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS September 30, 2022 The Accompanying Notes are an Integral Part of the Financial Statements 27 Amounts reported for governmental activities in the statement of activites are different because: NET CHANGES IN FUND BALANCES - TOTAL GOVERNMENTAL FUNDS 2,183,066$ Governmental funds report capital outlays as expenditures. However, in the statement of activities, assets with an initial, individual cost of more than $5,000 are capitalized and the cost is allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which capital outlays are reduced by depreciation in the current period: Capital expenditures capitalized as fixed assets 13,778,717 Depreciation expense (3,656,417) Basis in Assets disposed of (131,707) Leases-Police Vehicles/Zone 296,099 Leases-Amortization Expense (215,025) Revenues in the Statement of Activities that do not provide current financial resources are not reported as revenues in the funds: Special assessments levied 1,810,231 Lease Revenues 1,020 Changes in Deferred Revenue not in Statement of Activites: Special assessment deferred revenue (83,927) Property tax deferrals 8,167 Recreation and cultural arts revenue deferral (2,488) ESD class revenue deferrals - Compensated absences accrual adjustment 3,428 Net Pension (Expense) Revenue (985,178) Lease Expenses (13,161) Streets Adjustment (146,579) Governmental funds report principal repayment on debt as an expenditure. However, in the statement of activities debt payment are not an expense: Principal payments on long-term liabilities Changes in accrued interest - CHANGE IN NET ASSETS OF GOVERNMENTAL ACTIVITIES 12,846,245$ September 30, 2022 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES to the STATEMENT OF ACTIVITIES The Accompanying Notes are an Integral Part of the Financial Statements 28 Sanitation Water Wastewater Total ASSETS Current Assets: Cash and Short-term Investments 1,630,637 9,031,975 7,730,585 18,393,197$ Receivables 242,318 497,810 815,448 1,555,576$ Supplies 60,150 60,150$ Total Current Assets 1,933,105$ 9,529,785$ 8,546,033$ 20,008,923$ Noncurrent Assets: Capital Assets: Capital Assets 3,269,823 31,003,845 46,984,621 81,258,289$ Accumulated Depreciation (2,097,699) (9,342,153) (18,818,610) (30,258,462)$ Total Noncurrent Assets 1,172,124$ 21,661,692$ 28,166,011$ 50,999,827$ TOTAL ASSETS 3,105,229$ 31,191,477$ 36,712,044$ 71,008,750$ Deferred Outflows of Resources 180,490 251,781 349,099 781,370$ TOTAL ASSETS AND DEFERRED OUTFLOWS 3,285,719$ 31,443,258$ 37,061,143$ 71,790,120$ LIABILITIES: Current Liabilities: Accounts Payable 127,582 187,495 192,898 507,975$ Accrued Compensated Absences 9,831 24,031 33,949 67,811$ Accrued Payroll Liabilities 8,601 16,867 21,135 46,603$ Accrued Interest Payable - 4,218 1,140 5,358$ Due to Other Funds - - - -$ Other 1,432 237,329 - 238,761$ Current Portion of Long-term Obligations 191,820 775,000 966,820$ Total Current Liabilities 147,446$ 661,760$ 1,024,122$ 1,833,328$ Noncurrent Liabilities: Noncurrent Portion of Long-term Obligations 7,139,600 1,575,000 8,714,600$ Net Pension Liability 336,037 468,766 649,952 1,454,755$ TOTAL LIABILITIES 483,483$ 8,270,126$ 3,249,074$ 12,002,683$ DEFERRED INFLOWS OF RESOURCES: Bond issue premium, net of amortization -$ Deferred Inflows of Resources 1,500 2,092 2,901 6,493$ TOTAL LIABILITIES AND DEFERRED INFLOWS OF RESOURCES 484,983$ 8,272,218$ 3,251,975$ 12,009,176$ NET POSITION: Invested in Capital Assets Net of Related Debt 1,172,123 14,326,054 25,814,871 41,313,048$ Restricted for: Capital Projects - 2,464,657 2,178,228 4,642,885$ Intergovernmental Agreement Operations 1,628,613 6,380,329 5,816,069 13,825,011$ TOTAL NET POSITION 2,800,736$ 23,171,040$ 33,809,168$ 59,780,944$ Enterprise Funds CITY OF REXBURG, IDAHO STATEMENT OF NET POSITION PROPRIETARY FUNDS September 30, 2022 Business-type Activities The Accompanying Notes are an Integral Part of the Financial Statements 29 Sanitation Water Wastewater Totals OPERATING REVENUES: Monthly Utility Services 3,003,145 3,448,290 5,238,117 11,689,552$ One Time Fees (17,007) 70,183 18,533 71,709$ Miscellaneous 1,572 21,137 4,390 27,099$ TOTAL OPERATING REVENUES 2,987,710$ 3,539,610$ 5,261,040$ 11,788,360$ OPERATING EXPENSES: Utility Expenses 2,604,164 2,621,283 3,653,072 8,878,519$ Depreciation and Amortization 152,370 722,738 1,301,715 2,176,823$ TOTAL OPERATING EXPENSES 2,756,534$ 3,344,021$ 4,954,787$ 11,055,342$ OPERATING INCOME 231,176$ 195,589$ 306,253$ 733,018$ NON-OPERATING REVENUES / EXPENSES: Grants and Contributions/Sale of Capacity 194,844 1,705,895 1,900,739$ Contributed Capital 754,912 800,709 1,555,621$ Sale of Assets 86,707 86,707$ Basis in Assets Sold (151,109) - (82,677) (233,786)$ Investment Earnings/Interest Income 9,775 158,753 78,210 246,738$ Unrealized Gain (Loss)(534,647) (185,535) (720,182)$ Interest Expense (108,090) (35,845) (143,935)$ TOTAL NON-OPERATING REVENUES / EXPENSES (141,334)$ 465,772$ 2,367,464$ 2,691,902$ CHANGE IN NET POSITION 89,842$ 661,361$ 2,673,717$ 3,424,920$ TOTAL NET POSITION - BEGINNING BALANCE 2,710,894$ 22,509,679$ 31,135,451$ 56,356,024$ TOTAL NET POSITION - ENDING BALANCE 2,800,736$ 23,171,040$ 33,809,168$ 59,780,944$ CITY OF REXBURG, IDAHO STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET POSITION PROPRIETARY FUNDS September 30, 2022 Enterprise Funds Business-type Activities The Accompanying Notes are an Integral Part of the Financial Statements 30 CITY OF REXBURG STATEMENT OF CASH FLOWS PROPRIETARY FUNDS Sanitation Water Wastewater Totals CASH FLOWS FROM OPERATING ACTIVITIES: Receipts from Customers 2,997,461 3,519,738 5,117,318 11,634,517$ Payments to Suppliers (1,243,128) (659,444) (1,350,037) (3,252,609)$ Payments to Employees (456,232) (909,404) (1,168,961) (2,534,597)$ Internal Activity - Payments to Other Funds for Services (923,670) (946,548) (1,281,419) (3,151,638)$ Other Payments/Interest Payments (24,381) - (24,381)$ NET CASH PROVIDED BY OPERATING ACTIVITIES 374,430$ 979,961$ 1,316,901$ 2,671,293$ CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES: Borrowing -$ Sale of Capacity and Contributions 194,846 1,792,232 1,987,078$ Acquisitions of Property, Plant and Equipment (93,740) (1,577,251) (2,570,560) (4,241,551)$ Increase (Decrease) in Accounts Payable on Capital 70,869 70,869$ (Increase) Decrease in Accounts Receivable for Capital 140,826 140,826$ Proceeds from Sale of Assets - -$ Interest Income 9,776 158,753 78,210 246,739$ Principal Payments on Revenue Bonds (991,425) (765,000) (1,756,425)$ Interest Payments (108,090) (35,845) (143,935)$ Increase (Decrease) in Interest Payable for Capital (465,108) (465,108)$ Unrealized Gain (Loss) on Investments (534,647) (185,535) (720,182)$ Contributed Capital 754,912 800,709 1,555,621$ NET CASH USED BY CAPITAL AND RELATED FINANCING ACTIVITIES (83,964)$ (2,356,314)$ (885,790)$ (3,326,068)$ NET INCREASE (DECREASE) IN CASH AND INVESTMENTS 290,466$ (1,376,353)$ 431,112$ (654,775)$ CASH AND INVESTMENTS AT BEGINNING OF YEAR 1,340,171$ 10,408,328$ 7,299,473$ 19,047,972$ CASH AND INVESTMENTS AT END OF THE YEAR 1,630,637$ 9,031,975$ 7,730,585$ 18,393,197$ RECONCILIATION OF OPERATING INCOME TO NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES: Operating Income (Loss)231,176 195,589 306,253 733,018$ Adjustments to Reconcile Operating Income to Net Cash Provided by Operating Activities: Change to beginning payroll accrual -$ Depreciation and Amortization 152,370 722,738 1,301,715 2,176,824$ Net Pension Expense (Revenue)44,327 41,208 33,417 118,952$ Changes in Assets and Liabilities: (Increase) Decrease in accounts receivable 10,035 (67,536) (142,865) (200,366)$ (Increase) Decrease in inventory (60,150) - - (60,150)$ Increase (Decrease) in payroll accrual (8,938) (13,941) (17,652) (40,531)$ Increase (Decrease) in accounts payable 5,589 59,075 (153,383) (88,719)$ Increase (Decrease) in accrued compensated absences (188) (5,358) (10,583) (16,129)$ Increase (Decrease) in deposits payable 208 48,187 48,395$ NET CASH PROVIDED BY OPERATING ACTIVITIES 374,430$ 979,961$ 1,316,901$ 2,671,293$ September 30, 2022 Business-Type Activities - Enterprise Funds CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 31 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Rexburg, Idaho (the City) was incorporated in 1883 under the provisions of the State of Idaho. The City operates under a Council-Mayor form of government and provides the following services as authorized by its charter: public safety (police and fire), streets, sanitation, culture-recreation, public improvements, planning and zoning, general administrative, utilities, and airport operations. The accompanying financial statements present the government and its component units, entities for which the government is considered to be financially accountable. The financial statements of the City of Rexburg, Idaho have been prepared in conformity with accounting principles generally accepted in the United States of America (GAAP) as applied to local government units. The Governmental Accounting Standards Board (GASB) is the accepted standard-setting body for establishing governmental accounting and financial reporting principles. The more significant accounting policies of the City are described below. Basic Financial Statements Basic financial statements are presented at both the government-wide and fund financial level. Both levels of statements categorize primary activities as either governmental or business-type. Governmental activities, which are normally 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. Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net position and the statement of changes in net position) report information on all of the non-fiduciary activities of the Primary Government and its component units. 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 segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds and fiduciary funds, even though the latter are excluded from the government-wide financial statements. Major individual governmental funds are reported as separate columns in the fund financial statements. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 32 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) Measurement Focus, Basis of Accounting, and Financial Statement Presentation The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements 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 to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences, early retirement, arbitrage rebates, and post- employment healthcare benefits, are recorded only when payment is due. Property taxes, franchise taxes, licenses and interest associated with the current fiscal period are all considered to be susceptible to accrual and 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 accrued as revenue of the current period. All other revenue items are considered to be measurable and available only when the City receives cash. The City reports the following major governmental funds: • The General Fund is the City’s primary operating fund. It is used for all financial resources of the general government, except those required to be accounted for in another fund. • The Street Fund accounts for the resources accumulated and payments made for street and bridge maintenance, street lighting, traffic engineering, snow removal, street sweeping and storm sewer maintenance. Street Fund resources are restricted by law to be used only to benefit city streets. • The Emergency Services Fund accounts for the operations of the fire and ambulance service in and surrounding the City. The City reports the following major enterprise funds: • The Utility Funds are the funds that account for the activities provided to the residents of the City for its utilities. These utilities include water, wastewater and sanitation. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 33 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) Component Unit Component units are organizations which are legally separated from the City, which are financially accountable to the City, or their relationship with the City are such that exclusion would cause the City’s financial statements to be misleading or incomplete. Discretely presented component units are reported in a separate column to emphasize that they are legally separate from the primary government and are governed by separate boards. The City has one discretely presented component unit. A brief description of the discretely presented component unit follows: Rexburg Urban Renewal Agency – was organized to make improvements to infrastructure in specific areas of the City. It derives its revenues from the incremental tax increases that all taxing districts forfeit from increase in value of the land and buildings in the new construction areas. Private-sector standards of accounting and financial reporting issued prior to December 1, 1989, generally are followed in both government-wide and proprietary fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. Governments also have the option of following subsequent private- sector guidance for their business-type activities, subject to this same limitation. The City has elected not to follow subsequent private-sector guidance. When both restricted and unrestricted resources are available for use, it is the government’s policy to use restricted resources first, then unrestricted resources as they are needed. The City considers restricted amounts to have been spent first when an expenditure is incurred for purposes for which multiple classifications may be included in a fund balance. For example, restricted amounts are used first, followed by committed, assigned, and unassigned amounts in that order, for purposes of reporting fund balance. As a general rule the effect of interfund activity has been eliminated from the government-wide financial statements. Amounts reported as program revenues include 1) charges to customers or applicants for goods, services, or privileges provided, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from non-operating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund’s principal on- going operations. The principle operating revenues of water, wastewater, sanitation, and golf course services enterprise funds are charges to customers and users for sales and services. Operating expenses for enterprise funds include the cost of sales and services, administrative expenses and depreciation on capital assets. All revenue and expenses not meeting this definition are reported as non-operating revenues and expenses. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 34 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) Property, Plant and Equipment Property, plant and equipment used in governmental fund type operations (those items which relate to the general activities and services of the City) are accounted for in the government-wide financial statements. The City defines capital assets as assets with an initial, individual cost of more than $5,000 (see Resolution 2012-02), with an estimated useful life in excess of two years. Property, plant and equipment used in proprietary fund type operations (i.e., the Utility and the Golf Course Funds) are accounted for within the proprietary funds and on the government-wide financial statements. Depreciation is provided on property, plant and equipment using the straight- line method over the estimated useful lives of the related assets: Server/Software……………………………………………………. 6 years Office Equipment ............................................................................. 10 years Furniture ........................................................................................... 20 years Vehicles.............................................................................................. 7 years Light Equipment .............................................................................. 10 years Heavy Equipment............................................................................. 20 years Buildings .......................................................................................... 40 years Water and Wastewater Systems ................................................ 20-100 years Deferred Outflows/Inflows of Resources In addition to assets, the statement of financial position will sometimes report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until then. The City has only one type of deferred outflows of resources. This amount relates to the City’s allocable share of the effect of changes during the year on the valuation of the net pension liability. This amount is reported only in the business-type funds and in the government-wide financial statements. In addition to liabilities, the statement of financial position will sometimes report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net position that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The City has three types of items in this area. One item, which arises only under a modified accrual basis of accounting, unavailable revenue, is reported only in the governmental funds balance sheet and represents unavailable revenues from property taxes and grant revenues received in advance. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. The government also has a deferred premium on refunding resulting from the difference in the carrying value of refunded debt and its reacquisition price. This amount is deferred and amortized over the life of the refunding. The third type of deferred inflows of resources relates to the effect of changes during the year in the calculation of the net pension liability. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 35 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) Pensions For purposes of measuring the net pension liability and pension expense (revenue), information about the fiduciary net position of the Public Employee Retirement System of Idaho Base Plan (Base Plan) and the Firefighters’ Retirement Fund Plan (FRF) and additions to/deductions from Base Plan’s and FRF’s fiduciary net position have been determined on the same basis as they are reported by the Base Plan and FRF. For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. Budgetary Policy The City prepares one combined budget which includes the operations of all funds. The combined statement of revenues and expenditures budget and actual--all budgetary funds presents comparisons of legally adopted budgets with actual data on a budgetary basis. Under Idaho Code, the City's budget establishes maximum legal authorization for expenditures during the fiscal year. Expenditures are not to exceed the budgeted amounts, except as allowed by the Code for certain events. During the fiscal year ended September 30, 2022 the City amended the budget for several of the funds. Encumbrances Encumbrance accounting, under which purchase orders, contracts, and other commitments for the expenditures of monies are recorded in order to reserve that portion of the applicable appropriation, is not employed by the City because it is not considered necessary to assure effective budgetary control or to facilitate effective cash planning and control. Inventory Inventory is stated at the lower of cost or market. Inventory for all funds consists of expendable supplies held for consumption and is recorded when consumed (consumption method). Cash Equivalents For the purpose of the statement of cash flows for the proprietary funds, the City considers all highly liquid debt instruments purchased with a maturity of three months or less to be cash equivalents. Funds invested with the State Treasurer's Pool are classified as investments on the combined balance sheet and are considered to be cash equivalents. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Subsequent Events In preparing these financial statements, the management of the City has evaluated events and transactions for potential recognition and disclosure through June 29, 2023; the date the financial statements were available to be issued. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 36 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) New Accounting Pronouncement On July 1, 2021 the City implemented GASB Statement 87: Leases, which had no effect on the beginning net position. This Statement increases the usefulness of governments’ financial statements by requiring recognition of certain lease assets and liabilities of leases that previously were classified as operating leases and recognized as inflows of resources or outflows of resources based on the payment provisions of the contract. It 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 the 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. The statement has a material impact on the City’s Statement of Net Position but did not have a material impact on the City’s Statement of Activities. See Notes 18 and 19 for additional disclosure related to leases. 2. CASH AND SHORT-TERM INVESTMENTS The City is authorized under Idaho Code to invest in cash, certificates of deposit, U.S. Government securities, commercial paper and repurchase agreements. All investments must be held by or registered in the name of the City. Cash balances of most of the City’s funds are pooled and invested. Interest earned from investments purchased with pooled cash is allocated to each of the funds based on the fund's cash balance. The City maintains two primary checking accounts and other miscellaneous accounts with local banks where a minimum balance is maintained. All excess funds are then invested with the State Treasurer’s Local Government Investment Pool, the State’s Diversified Fund or accounts managed through contracts with private investment advisors (Managed Accounts). These accounts invest in time certificates of deposit, local government tax anticipation notes, federal loans, U.S. treasury notes and other U.S. governmental securities. Information regarding insurance or collateralization of amounts invested in the pooled accounts is not available. The City has adopted the provisions of GASB Statement No. 40, Deposit and Investment Risk Disclosures. This statement establishes and modifies disclosure requirements related to investment and deposit risk; accordingly, the note disclosures on cash and investments are in conformity with the provisions of GASB Statement No. 40.  Deposits – At September 30, 2022, the carrying amount of the City’s bank deposits including Certificates of Deposits (CDs) was $5,136,442, of which $2,596,571 were insured with the FDIC or NCUA and $500,083 was collateralized through Zions Bank.  Custodial Credit Risk, Deposits – Custodial credit risk is the risk that, in the event of a bank failure, the government’s deposits may not be returned. As of September 30, 2022, $1,011,286 of the City’s total deposits and $944,394 of the Fire District Deposits were not covered by federal depository insurance, and thus was exposed to custodial credit risk (the checking account had a large balance at the end of the year because a check run of 1.3 million was being prepared for the first week of the new fiscal year). CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 37 2. CASH AND SHORT-TERM INVESTMENTS (continued) Investments – As of September 30, 2022, the City had the following investments:  Custodial Credit Risk, Investments – For an investment, custodial credit risk is the risk that, in the event of the failure of the counterparty, the City will not be able to recover the value of the investments. The State diversifies these funds to reduce this risk.  Interest Rate Risk – As a means of limiting its exposure to fair value losses arising from changes in interest rates, the City structures its portfolio so that securities mature to meet cash requirements for ongoing operations. The Weighted Average Maturity (WAM) is stated above.  The following is a reconciliation of the City’s deposit and investment balance as of September 30, 2022: Fair Value Measurements The City has implemented GASB No. 72, Fair Value Measurement and Application. This guidance requires government entities to measure investments and certain other items at fair value. The objective is to enhance comparability of financial statements among governments by requiring measurement of certain assets and liabilities at fair value using a consistent and more detailed definition of fair value and accepted valuation techniques. This guidance clarifies that fair value is an exit price, representing the amount that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants. Under this guidance, fair value measurements are not adjusted for transaction costs. This guidance establishes a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (Level 1 measurements) and the lowest priority to unobservable inputs (Level 3 measurements). GASB No. 72 specifies a hierarchy of valuation techniques based upon whether the inputs to those valuation techniques reflect assumptions other market participants would use based upon Investment Maturity (in Years) WAM S&P More Investment Type Years Rating Fair Value Less Than 1 1-5 6-10 Than 10 State Diversified Bond Fund 3.270 N/A 3,886,541$ 889,832$ 2,169,678$ 827,031$ -$ State Investment Pool 0.296 N/A 6,629,753 6,570,400 59,353 - - Moreton Asset Management 1.237 N/A 8,974,687 4,874,859 4,099,829 - - Zions Bank Capital Advisors 1.263 N/A 5,107,302 2,529,263 2,578,039 - - TVI Bond Investments 2.480 N/A 8,904,818 842,457 8,062,361 - - Certificates of Deposit N/A N/A 1,880,931 1,880,931 - - - Collateralized Municipal MM Fund N/A N/A 500,083 500,083 - - - Total 35,884,116$ 18,503,627$ 11,246,656$ 1,416,501$ -$ Investments 35,884,116 Petty Cash 2,770 Bank Deposits 2,755,429 Land 610,083 Total 39,252,397 CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 38 2. CASH AND SHORT-TERM INVESTMENTS (continued) market data obtained from independent sources (observable inputs). The following summarizes the fair value hierarchy: Level 1 Inputs – Unadjusted quoted market prices for identical assets and liabilities in an active market. Level 2 Inputs – Inputs other than the quoted process in active markets that are observable either directly or indirectly. Level 3 Inputs – Inputs based on prices or valuation techniques that are both unobservable and significant to the overall fair value measurements. GASB No. 72 requires the use of observable market data, when available, in making fair value measurements. When inputs used to measure fair value fall within different levels of the hierarchy, the level within which the fair value measurement is categorized is based on the lowest level input that is significant to the fair value measurements. Valuation techniques used need to maximize the use of observable inputs. All assets have been valued using a market approach. There were no changes in the valuation techniques during the year. There are no assets or liabilities measured at fair value on a nonrecurring basis. Fair Value Measurements at Reporting Date Using Fair Value Quoted Prices in Active Markets for Identical Assets/ Liabilities (Level 1) Significant Other Observable Inputs (Level 2) Significant Unobservable Inputs (Level 3) State Diversified Bond Fund 3,886,541$ 3,886,541$ State Investment Pool 6,629,753 6,629,753 Moreton Asset Management 8,974,687 8,974,687 Zions Bank Capital Advisors 5,107,302 5,107,302 TVI Bond Investments 8,904,818 8,904,818 Certificates of Deposit 1,880,931 1,880,931 Collateralized Municipal MM Fund 500,083 500,083 Petty Cash 2,770 2,770 Bank Deposits 2,755,429 2,755,429 Land 610,083 610,083 Total 39,252,397$ 28,126,020$ 10,516,295$ 610,083$ CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 39 2. CASH AND SHORT-TERM INVESTMENTS (continued) All assets have been valued using a market approach except for the land which as categorized at a Level 3 which was determined by recent purchase price and appraisal. There were no changes in the valuation techniques during the year, There are no assets or liabilities measured at fair value on a nonrecurring basis. 3. CORONAVIRUS PANDEMIC The City has been impacted by the effects of the world-wide coronavirus pandemic. The City is closely monitoring its operations, liquidity, and capital resources and is actively working to minimize the current and future impact of this unprecedented situation. As of the date of the issuance of these financial statements the full impact to the City’s financial position is not known. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 40 4. CAPITAL ASSETS Capital assets activity for the year ended September 30, 2022, was as follows: CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 41 4. CAPITAL ASSETS (continued) Depreciation expense was charged to the government activities as follows: CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 42 4. CAPITAL ASSETS (continued) It is important to note that in Fiscal Year 2022 the City of Rexburg moved to new software called Tyler Munis. With the new software, depreciation is taken monthly and starts in the month acquired. For example, If you purchased or made an improvement that cost $100,000 and had a 10 year life and no salvage value in September of 2022, then you would only accumulate depreciation for one month or $1,000 (10 x 12=120 periods to depreciate. $100,000/120=$1,000/month). This is a change from our old Datanow System that calculated depreciation annually and not monthly. For example, in our old system the asset above that cost $100,000 would have been depreciated at $10,000 per year, regardless of when it was purchased. We would have booked $10,000 of depreciation on that asset in Datanow in year one, even though it was purchased in the last month of the Fiscal Year. This difference means that in our new system it may think that we only depreciated an asset purchased in September for one month in the original year it was purchased, even though we actually depreciated it for a full year or 12 months. This causes our new system to believe that we have more months left to depreciate on an asset, which reduces the accumulated depreciation slightly when compared to the old software method of depreciating annually. For this reason we have went down on our annual depreciation for many assets that were not purchased in the first month of the Fiscal Year or in October. We do not feel like this is a material issue however because the assets will still fully depreciate within 11 months of when they would have under the old Datanow system and many of our large assets have estimated life expectancies of 20-50 years and often times may be replaced prior or sometimes remain useful beyond their life expectancy. Regardless of the method used, the useful life of our assets is our best estimate anyways. 5. TAX ABATEMENT Madison County entered into an agreement with a major tax payer regarding a new construction addition to a processing plant. The agreement was to abate a portion of the taxes on the new construction over a period of five years. The total amount of the new construction was $118,135,295. This was placed on the tax rolls for Madison County on January 1, 2021 effecting the taxes being collected starting in December of 2021. The abatement will be 90% of the tax in the first year, 80% in the second year, 60% in the third year, 40% in the fourth year and 20% in the final year. The value of the property will be adjusted for depreciation for each year of the abatement. After the fifth year the property will go back on as new construction at the full cost of the new project. The effect of the abatement to the City will be the mill levy for each year multiplied by the value of the new construction at the percent of reduction as listed above for each year the abatement is in place. In Fiscal Year 2022, the City computed $70,740 of lost revenue due to the abatement. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 43 6. REVOLVING LOANS RECEIVABLE The City received a grant from the United States Department of Housing and Urban Development, the proceeds of which have been designated to be used as a revolving loan fund for small businesses within the community. Repayments on the initial loan have been used to finance other projects at the discretion of the City. The East Central Idaho Development Company (ECIDC) is currently administering these funds for the City. The balances of outstanding loans at September 30, 2022 are as follows: Between cash in the Development Company and cash/investments the city is holding, there is a total of $318,602.64, which is available for future revolving loan projects. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 44 7. PROPERTY TAXES Property taxes of the City are based on the assessments against property owners as of the first Monday in January of the calendar year in which the fiscal year commences. Tax levies on such assessed values are certified to the County prior to the commencement of the fiscal year. Taxes are collected by Madison County and remitted to the City primarily in January and July of the fiscal year. Accordingly, the tax revenues for the fiscal year ended September 30, 2022, are based on the assessed values and tax revenues established in 2021. The City defers recognition of property taxes assessed but not collected by fiscal year-end. Such amounts will be recognized as revenues in the fiscal year they become available. 8. ACCRUED COMPENSATED ABSENCES/ HRA-VEBA The City has elected to show its unused sick leave benefits as compensated absences. In 1990, the City established individual sick leave banks whereby an employee’s unused days over the 60 day maximum at the end of the calendar year were deposited in the sick leave bank, after the first 2 days were converted to vacation. From 2001 and thereafter, the employees no longer accumulate sick days at the end of the year in the sick bank, which will eventually phase out as those with remaining balances become eligible for full retirement. The current policy states that all additional, unused, accumulated sick leave above 480 hours for each employee (above 672 hours for ESD27 department employees), after the first 2 days were converted to vacation, will be converted to cash at a rate of 35% of the employee’s current hourly rate and deposited in the City’s designated Health Reimbursement Arrangement (HRA)-Voluntary Employee Benefit Association (VEBA) in that employee’s name in the custody of a third party administrator so there is no outstanding unfunded liability. Upon retirement, the City will add to the employee’s HRA-VEBA account 35% of their unused Sick Leave of the first 480 hours (672 hours for ESD27 department employees) plus 35% of any Sick Leave Bank balance. The balance in the employee’s HRA-VEBA account is subject to a 20 year eligibility proration. The percentage of their account that is made available to them at qualified retirement shall be calculated by adding five percent (5%) for each full year of employment of the individual employee up to a maximum of one hundred percent or twenty years (100% = 20 years times 5% each). Employees will be eligible for this benefit after 5 years of continuous City employment and upon eligible retirement as described below. To promote longevity, this benefit is available only to employees who obtain one of the following requirements: 1) They receive full monthly retirement benefits as defined and controlled by the State of Idaho Retirement System (PERSI) meeting the Rule of 80 or 90 as applicable, or a combination thereof depending on applicability and as determined by PERSI. 2) They meet the age requirements of a PERSI Service Retirement. 3) The employee is terminated without cause. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 45 8. ACCRUED COMPENSATED ABSENCES/ HRA-VEBA (continued) Once the employee retires, the HRA-VEBA eligible funds will be available for the employee to use on qualified medical expenses as allowed by the IRS code found in section 213 (d). The Ending balance of the HRA-VEBA funds was $498,015.86 as of 9/30/22. The Sick Leave Bank is not a savings account, nor is it maintained with any specific funding. Therefore, no interest is earned, nor may any be claimed or drawn upon it. If the employee does not obtain one of the three requirements identified above, the unearned balance of their accounts will be remitted back to the City. 9. HEALTH REIMBURSEMENT ARRANGEMENT (HRA) The City will contribute a designated amount per deductible, into an HRA account administered by a third party provider of the City for each eligible employee annually in order to offset the employee’s share of costs related to a high deductible health insurance plan. The HRA designated contribution amount is available each year if the employee and their spouse (if applicable) have completed a Health Qualifying Form (wellness exam) form in the prior calendar year and engaged in health coaching (if required). Half of this amount is available to the employees at the start of each calendar year in January and the second half at the beginning of July, and can be carried forward for reimbursement in future years to offset qualified medical expenses. HRA balances may be used during employment or after termination of employment to pay, or be reimbursed for, eligible medical bills. The City contributes the amount of this liability every year to an account in the employee’s name in the custody of a third party administrator so that there is no outstanding unfunded liability. 10. LOCAL IMPROVEMENT ASSESSMENTS Assessments are made against property owners within the City for each owner's pro-rata share of the costs of Local Improvement District construction. Such assessments represent a lien against the related property and are generally payable in ten equal payments of principal and interest. Special assessments are recognized as revenue only to the extent that individual installments are currently due. The balance of such assessments is shown as deferred inflow. The collection of revenues for special assessments and the payment of special assessment bonds are accounted for in the LID Debt Service Fund. 11. LOCAL IMPROVEMENT DISTRICT WARRANTS PAYABLE Each year, as needed the City authorizes warrants to finance the improvements of certain streets along with constructing or reconstructing sidewalks, curbs, gutters, drainage facilities and other work incidental to improvements along streets and issues warrants to finance the construction. As of September 30, 2022, there were no warrants outstanding. The City has self-funded the deficits in the LID Debt Service Funds by borrowing from the General Fund. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 46 12. WASTEWATER REVENUE BONDS PAYABLE Wastewater Revenue Bonds outstanding at September 30, 2022, were as follows: The bond ordinance for the revenue bonds provides for the establishment of certain accounts and reserves and further provides that all revenues of the wastewater system are to be used initially for payment of operation and maintenance costs of the system, principal and interest on the bonds, and establishment of certain defined debt repayment reserves. 13. WATER DEQ LOAN PAYABLE Water DEQ Loan outstanding as of September 30, 2022: This loan was obtained through the Idaho State Department of Environmental Quality (DEQ) and is funded 77.5281% by the Federal Environmental Protection Agency (EPA) and 22.4719% by DEQ. The total amount the City was able to draw was $11,100,000, of which approximately 20% was forgiven as a grant. The final loan terms established in 2022. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 47 14. OBLIGATIONS UNDER CAPITAL LEASES The City Golf Construction Fund has a lease outstanding as of September 30, 2022: CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 48 15. CHANGES IN LONG-TERM OBLIGATIONS A summary of long-term transactions of the City for the year ended September 30, 2022, is as follows: Changes in Long-Term Liabilities: Long-Term Long-Term Obligations Obligations September 30,Obligations Obligations September 30,Due Within 2021 Incurred Paid 2022 One Year Governmental activities: Local improvement district warrants payable (Note 11)-$ -$ -$ -$ -$ Obligations under capital Leases (Note 14)91,920$ 161,210$ (45,960)$ 207,170$ 78,202$ Accrued compensated absences (Note 8)451,968$ -$ (3,428)$ 448,540$ 448,540$ Long Term Lease Liability -$ 335,806$ -$ 335,806$ 335,806$ PERSI Net Pension Liability (Note 17)(1,117,702)$ 9,860,805$ 8,743,103$ -$ Governmental Activity Long-Term Liabilities (573,814)$ 10,357,821$ (49,388)$ 9,734,620$ 862,548$ Business-type activities: Accrued compensated absences (Note 8)83,939$ (16,129)$ 67,811$ 67,811$ Obligations under capital -$ -$ -$ -$ -$ Lease (Note 14)-$ PERSI Net Pension Liability (30,590)$ 1,485,345$ -$ 1,454,755$ -$ (Note 17) Water DEQ Loan (Note 13)8,322,845$ -$ (991,425)$ 7,331,420$ 191,820$ Wastewater revenue bonds payable (Note 12)3,115,000$ -$ (765,000)$ 2,350,000$ 775,000$ Business-type Activity Long-Term Liabilities 11,491,194$ 1,485,345$ (1,772,553)$ 11,203,986$ 1,034,631$ Total Governmental and Business-type Activiites Long-Term Liabilities 10,917,380$ 11,843,166$ (1,821,941)$ 20,938,606$ 1,897,180$ CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 49 16. BONDED DEBT REPAYMENT REQUIREMENTS The annual requirements to amortize all bonded debt outstanding as of September 30, 2022, including interest, are as follows: The local improvement warrant interest expenditures are recorded in the LID Debt Service Funds. 17. RETIREMENT PLANS Public Employee Retirement System of Idaho It is important to note that the City of Rexburg is up to date on all of their PERSI contribution payments and that we consider the PERSI plan to be well funded and performing very well as compared to other state retirement plans. As of June 30 2022, the PERSI base plan fiduciary net position as a percentage of total pension liability was 83.09%, down 17.27% from the prior year at June 30, 2021. As of June 30 2022, the PERSI FRF plan fiduciary net position as a percentage of total pension liability was 184.72%, down 27.11% from the prior year at June 30, 2021. Plan Description The City contributes to the Base Plan and the Fireman’s Retirement Fund (FRF), which are cost- sharing multiple-employer defined benefit pension plans administered by Public Employee Retirement System of Idaho (PERSI or System) that covers substantially all employees of the State of Idaho, its agencies, and various participating political subdivisions. The cost to administer the plans is financed through the contributions and investment earnings of the plans. PERSI issues a publicly available financial report that includes financial statements and the required supplementary information for PERSI. That report may be obtained on the PERSI website at www.persi.idaho.gov. Responsibility for administration of the Base Plan and FRF is assigned to the Board comprised of five members appointed by the Governor and confirmed by the Idaho Senate. State law requires that two members of the Board be active Base Plan members with at least ten years of service and three members who are Idaho citizens not members of the Base Plan except by reason of having CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 50 17. RETIREMENT PLANS (continued) served on the Board. Pension Benefits The Base Plan provides retirement, disability, death and survivor benefits of eligible members or beneficiaries. Benefits are based on members’ years of service, age, and highest average salary. Members become fully vested in their retirement benefits with five years of credited service (5 months for elected or appointed officials). Members are eligible for retirement benefits upon attainment of the ages specified for their employment classification. The annual service retirement allowance for each month of credited service is 2.0% (2.3% for police/firefighters) of the average monthly salary for the highest consecutive 42 months. The benefit payments for the Base Plan and FRF are calculated using a benefit formula adopted by the Idaho Legislature. The FRF cost of living increase is based on the increase in the statewide average firefighter’s wage. The Base Plan is required to provide a 1% minimum cost of living increase per year provided the Consumer Price Index increases 1% or more. The PERSI Board has the authority to provide higher cost of living increases to a maximum of the Consumer Price Index movement or 6%, whichever is less; however, any amount above the 1% minimum is subject to review by the Idaho Legislature. The FRF provides retirement, disability, death and survivor benefits of eligible members or beneficiaries. Benefits are based on members’ years of service as well as the final average salary. A firefighter must have 5 years of service to be eligible for a lifetime retirement allowance at age 60. Members are eligible for retirement benefits upon attainment of the ages specified for their employment classification. The annual service retirement allowance is based on Idaho Code Title 72 Chapter 14. Member and Employer Contributions Member and employer contributions paid to the Base Plan and FRF are set by statute and are established as a percent of covered compensation. Contribution rates are determined by the PERSI Board within limitations, as defined by state law. The Board may make periodic changes to employer and employee contribution rates (expressed as percentages of annual covered payroll) that are adequate to accumulate sufficient assets to pay benefits when due. The contribution rates for employees are set by statute at 60% of the employer rate for general employees and 74% for public safety. As of June 30, 2022 it was 7.16% for general employees and 9.13% for public safety. The employer contribution rate as a percent of covered payroll is set by the Retirement Board and was 11.94% for general employees and 12.28% for police and firefighters. The City’s contributions to the Base Plan were $1,306,980 for the year ended September 30, 2022. As of June 30, 2022, the total FRF employer rate was 12.28%.The FRF member rate was 9.13%. The City’s contributions to the FRF were $46,173 for the year ended September 30, 2022. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 51 17. RETIREMENT PLANS (continued) Pension Liabilities, Pension Expense (Revenue), and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions At September 30, 2022, the City reported a liability for its proportionate share of the net pension liability of the PERSI Base Plan and an asset for its proportionate share of the net pension asset of FRF. The net pension asset of FRF and net pension liability of the Base Plan were measured as of June 30, 2022, and the total pension liability for the Plans used to calculate the net pension asset/liability were determined by an actuarial valuation as of that date. The City’s proportion of the net pension asset/liability was based on the City’s share of contributions to the Plans relative to the total contributions of all participating PERSI Base Plan and FRF employers. At June 30, 2022 the City’s proportions were: 1) Base Plan including non-FRF firemen 0.2674466% 2) Base Plan including FRF firemen 0.0094562% 3) FRF Excess Costs Plan. 0.3452044% For the year ended September 30, 2022, the City recognized pension expense (revenue) of: Base Plan: $ 983,117 Base FRF Plan: $ 50,055 FRF Excess Plan: $ (47,994) At September 30, 2022, the City reported deferred outflows of resources and deferred inflows of resources related to the Base Plan pension plan from the following sources: Deferred Outflows Deferred Inflows of Resources of Resources Differences between expected and actual experience 1,158,364$ -$ Changes in assumptions or other inputs 1,717,370 - Net difference between projected and actual earnings on pension plan investments 2,423,766 47,017 Changes in the employer's proportion and differences between the employer's contributions and the employer's proportionate contributions 5,003 - Employer contributions subsequent to the measurement date 353,503 - Total 5,658,006$ 47,017$ $353,503 reported as deferred outflows of resources related to Base Plan pensions resulting from Employer contributions subsequent to the measurement date will be recognized as a reduction of CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 52 17. RETIREMENT PLANS (continued) the net pension liability in the year ending September 30, 2022. The average of the expected remaining service lives of all employees that are provided with pensions through the System (active and inactive employees) determined at July 1, 2021 the beginning of the measurement period ending June 30, 2022, is 4.6 years and 4.6 for the years measurement period June 30, 2021. At September 30, 2022, the City reported deferred outflows of resources and deferred inflows of resources related to the Base FRF pension plan from the following sources: Deferred Outflows Deferred Inflows of Resources of Resources Differences between expected and actual experience 40,956$ 1,662$ Changes in assumptions or other inputs 60,721 - Net difference between projected and actual earnings on pension plan investments 85,697 - Changes in the employer's proportion and differences between the employer's contributions and the employer's proportionate contributions 19,296 - Employer contributions subsequent to the measurement date 16,257 - Total 222,927$ 1,662$ $16,257 reported as deferred outflows of resources related to Base FRF pensions resulting from Employer contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ending September 30, 2022. The average of the expected remaining service lives of all employees that are provided with pensions through the System (active and inactive employees) determined at July 1, 2021 the beginning of the measurement period ending June 30, 2022, is 1.0 year and 1.0 year for the measurement period June 30, 2021. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 53 17. RETIREMENT PLANS (continued) At September 30, 2022, the City reported deferred outflows of resources and deferred inflows of resources related to the FRF Excess pension plan from the following sources: Deferred Outflows Deferred Inflows of Resources of Resources Differences between expected and actual experience -$ -$ Changes in assumptions or other inputs - - Net difference between projected and actual earnings on pension plan investments 71,983 - Changes in the employer's proportion and differences between the employer's contributions and the employer's proportionate contributions - - Employer contributions subsequent to the measurement date - - Total 71,983$ -$ The average of the expected remaining service lives of all employees that are provided with pensions through the System (active and inactive employees) determined at July 1, 2021 the beginning of the measurement period ending June 30, 2022, is 1.0 year and 1.0 year for the measurement period June 30, 2021. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense (revenue) as follows: Fiscal Year Base Plan FRF Base Plan FRF Excess 2023 1,197,712$ 49,479$ 7,602$ 2024 1,376,756$ 52,258$ 10,730$ 2025 650,470$ 27,297$ (1,627)$ 2026 2,025,862$ 75,052$ 55,278$ 2027 6,686$ 921$ -$ Actuarial Assumptions Valuations are based on actuarial assumptions, the benefit formulas, and employee groups. Level percentages of payroll normal costs are determined using the Entry Age Normal Cost Method. Under the Entry Age Normal Cost Method, the actuarial present value of the projected benefits of each individual included in the actuarial valuation is allocated as a level percentage of each year’s earnings of the individual between entry age and assumed exit age. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 54 17. RETIREMENT PLANS (continued) The Base Plan amortizes any unfunded actuarial accrued liability based on a level percentage of payroll. The maximum amortization period for the Base Plan permitted under Section 59-1322. Idaho Code, is 25 years. Unfunded actuarial accrued liability for FRF is the difference between the actuarial present value of the FRF benefits not provided by the Base Plan and the FRF assets. Currently FRF assets exceed this actuarial present value; therefore there is not an unfunded liability to amortize at this time. The maximum amortization period for FRF permitted under Section 59-1394. Idaho Code, is 50 years. The total pension liability in the June 30, 2022 actuarial valuation for the Base Plan and the July 1, 2016 actuarial valuation for the FRF Plan were determined using the following actuarial assumptions, applied to all periods included in the measurement: Base Plan FRF Inflation 2.30%2.30% Salary increases including inflation 3.05%3.05% Investment rate of return 6.35%*6.35%* Cost-of-living adjustments 1.00%3.05% *net of pension plan investment expense Contributing Members, Service Retirement Members, and Beneficiaries General Employees and All Beneficiaries-Males Pub-2010 General Tables, increased 11%. General Employees and All Beneficiaries-Females Pub-2010 General Tables, increased 21%. Teachers - Males Pub-2010 Teacher Tables, increased 12%. Teachers - Females Pub-2010 Teacher Tables, increased 21%. Fire & Police - Males Pub-2010 Safety Tables, increased 21%. Fire & Police - Females Pub-2010 Safety Tables, increased 26%. Disabled Members - Males Pub-2010 Disabled Tables, increased 38%. Disabled Members - Females Pub-2010 Disabled Tables, increased 36%. For the Base Plan, an experience study was performed for the period July 1, 2015 through June 30, 2020 which reviewed all economic and demographic assumptions including mortality. The Total Pension Liability as of June 30, 2022 is based on the results of an actuarial valuation date of July 1, 2022. For the FRF Plan, an experience study was performed for the period July 1, 2011 through June 30, 2015 which reviewed all economic and demographic assumptions other than mortality. Mortality and all economic assumptions were studied in 2014 for the period from July 1, 2009 through June 30, 2013. The Total Pension Asset as of June 30, 2022 is based on the results of an actuarial valuation date of July 1, 2022. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 55 17. RETIREMENT PLANS (continued) The long-term expected rate of return on pension plan investments was determined using the building block approach and a forward-looking model in which best estimate ranges of expected future real rates of return (expected returns, net of pension plan investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighing the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. Even though history provides a valuable perspective for setting the investment return assumption, the System relies primarily on an approach which builds upon the latest capital market assumptions. Specifically, the System uses consultants, investment managers and trustees to develop capital market assumptions in analyzing the System’s asset allocation. The assumptions and the System’s formal policy for asset allocation are shown below. The formal asset allocation policy is somewhat more conservative than the current allocation of System’s assets. The best-estimate range for the long-term expected rate of return is determined by adding expected inflation to expected long-term real returns and reflecting expected volatility and correlation. The capital market assumptions are as of 2022. Long-Term Target Expected Asset Class Allocation Real Rate of Return Large Cap 18.00%4.50% Small/Mid Cap 11.00%4.70% International Equity 15.00%4.50% Emerging Markets Equity 10.00%4.90% Domestic Fixed 20.00%-25.00% TIPS 10.00%-30.00% Real Estate 8.00%3.75% Private Equity 8.00%6.00% Discount Rate The discount rate used to measure the total pension liability was 6.35%. The projection of cash flows used to determine the discount rate assumed that contributions from plan members will be made at the current contribution rate. Based on these assumptions, the pension plans’ net position was 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. The long-term expected rate of return was determined net of pension plan investment expense but without reduction for pension plan administrative expense. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 56 17. RETIREMENT PLANS (continued) Sensitivity of the Employer’s proportionate share of the net pension liability to changes in the discount rate. The following presents the Employer’s proportionate share of the net pension liability calculated using the discount rate of 6.35 percent, as well as what the Employer’s proportionate share of the net pension liability would be if it were calculated using a discount rate that is 1- percentage-point lower (5.35 percent) or 1-percentage-point higher (7.35 percent) than the current rate: Current 1% Decrease Discount Rate 1% Increase (5.35%)(6.35%)(7.35%) 18,591,610$ 10,534,075$ 3,939,190$ Current 1% Decrease Discount Rate 1% Increase (5.35%)(6.35%)(7.35%) 657,350$ 372,457$ 139,279$ Current 1% Decrease Discount Rate 1% Increase (5.35%)(6.35%)(7.35%) (634,624)$ (708,673)$ (772,977)$ FRF Excess Plan Base Plan Base FRF Plan CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 57 17. RETIREMENT PLANS (continued) Pension plan fiduciary net position Detailed information about the pension plan’s fiduciary net position is available in the separately issued PERSI financial report. PERSI issues a publicly available financial report that includes financial statements and the required supplementary information for PERSI. That report may be obtained on the PERSI website at www.persi.idaho.gov. Payables to the pension plan At September 30, 2022, the City reported payables to the Base Plan of $-0-, and $-0- for the FRF Plan for legally required employer contributions. The City also reported payables to the Base Plan of $-0-, and $-0- for the FRF Plan for legally required employee contributions, which had been withheld from employee wages, but not yet remitted to PERSI. 401(k) Plan The City has a single employer defined contribution 401(k) pension plan (the Plan), established by ordinance and in compliance with Internal Revenue Service Regulations. The Plan covers substantially all city employees who meet defined age and service requirements. The Plan is a salary reduction contribution plan with the employer matching 50% of the first 4% of the employee’s contribution. Employees are 100% vested immediately on their salary reduction amounts and become 100% vested after five years of service with the City on the employer’s contribution portion. The City’s total 2022 fiscal year payroll for all employees was $12,289,402; of which $7,946,284 was for covered payroll for employees who were members of the Plan. Employer and employee contributions to the Plan were 2.00% and 4.89% respectively, of covered payroll. Total contributions to the Plan for the fiscal year by the City and the employees were $158,926 and $388,830 respectively. The Plan had $8,546,781 in net assets at September 30, 2022. 457 (b) Plan Effective October 1, 2020, the city adopted and started a 457 (b) plan that the City Council motioned to accept in a prior council meeting. The Plan adopted is the State of Idaho Plan through Nationwide that is designed for state and local governments. It is primarily funded on a voluntary basis by our employees and offers no matching contributions from the employer. Employees can choose to contribute either as a pre-taxed Roth IRA or a tax-deferred basis. The city does offer a one-time incentive for signing up of $100 if the employee is willing to contribute 3% or more and commit to do so for a 12- month minimum. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 58 18. LEASE WITH RESEARCH & BUSINESS DEVELOPMENT CENTER In 2021 the Planning and Building Department moved into the old space that Madison Memorial Hospital leased and we terminated the lease with the hospital and refunded their deposit. The additional square footage on that side of the hallway is still leased to the Research & Business Development Center (RBDC) and payments are in monthly installments of $3,010 or $36,120 annually. This lease was renegotiated in 2021. The Lease income from the RBDC was $36,120 for the year ended September 30, 2022. They also pay an additional amount to cover common costs. 19. LEASES Lessee Activities and Lease Liabilities As a lessee, the City recognizes a lease liability and an intangible right-of-use lease asset in the government-wide financial statements. At the commencement of a lease, the City initially measure the lease liability at the present value of payments expected to be made during the lease term. Subsequently, the lease liability is reduced by the principal portion of lease payment made. The lease asset is initially measured as the initial amount of the lease liability, adjusted for lease payments made at or before the lease commencement date, plus certain initial direct costs. Subsequently, the right-of-use lease asset is amortized on a straight-line basis over it useful life. Key estimate and judgments related to leases include how the government determines (1) the discount rates it uses to discount the expected lease payments to present value, (2) lease term, and (3) lease payments. - The City uses the discount rate charged by the lessor as the discount rate. When the interest rate charged by the lessor is not provided, the City general uses its estimated incremental borrowing rate as the discount rate for leases. - The lease term includes the noncancellable period of the lease. Lease payments included in the measurement of the lease liability are composed of fixed payments and purchase option price that the government is reasonably certain to exercise. The City monitors changes in circumstances that would require a remeasurement of its lease and will remeasure the right-of-use lease asset and liability if certain changes occur that are expected to significantly affect the amount of the lease liability. Right-of-use lease assets are reported with other capital assets and lease liabilities are reported with long-term debt on the statement of net position. Lease agreements are summarized as follows: Lessee type leases Description Date Payment Terms Payment Amount Interest Rate Lease Liability at Sept. 30, 2023 Police Vehicles 2/10/2019 5 Years $255,433 Annually 3.00%509,696$ The Zone - 275 Stationary Rd, Rexburg 6/1/2018 55 Months $2,706 Monthly 3.00%10,149$ CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 59 19. LEASES (Continued) Starting in 2018 the City of Rexburg has leased it police vehicle fleet. This represents 35 vehicles. The vehicles are leased for 5 years and are replaced as each lease term expires. The Zone facility has been leased by the City for use by the recreation department and for the Kid’s Berg program. The term ends at the end of December 2022. As of the date of the financial statements it has been determined that the lease will not be renewed. Remaining obligations associated with these lessee type leases are as follows: Lessor Activities and Lease Receivables As a lessor, the City recognizes a lease receivable and a deferred inflow of resources in the governmental fund financial statements. At the commencement of a lease, the City initially measures the lease receivable at the present value of payment expected to be received during the lease term. Subsequently, the lease receivable is reduced by the principal portion of lease payments received. The deferred inflow of resources is initially measured as the initial amount of the lease receivable, adjusted for lease payments received at or before the lease commencement date. Subsequently, the deferred inflow of resources is recognized as revenue over the life of the lease term. Key estimate and judgements related to leases include how the government determines (1) the discount rates it uses to discount the expected lease receipts to present value, (2) lease term, and (3) lease receipts. - The City uses it incremental borrowing rate as the discount rate for leases. - The lease term includes the non-callable period of the lease. Lease receipts included in the measurement of the lease receivable is composed of fixed payments form the lessee. Years Ending Sept. 30 Principle Interest 2023 $204,071 $15,317 2024 146,497 10,579 2025 116,279 5,866 2026 71,197 2,202 CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 60 19. LEASES (Continued) Lessor Type leases Description Date Payment Terms Payment Amount Interest Rate Lease Receivable at Sept. 30, 2023 RBDC Lease 8/1/2021 61 Months $ 3,010 Monthly 3.00% $ 141,470 CCAT Tower Lease 1/1/2005 360 Months $ 578 Monthly 3.00% $ 83,693 Phoenix Tower Lease 10/24/2018 60 Months $ 2,070 Monthly 3.00% $ 22,435 Speed Connect Tower Lease 10/19/2018 60 Months $ 1,600 Monthly 3.00% $ 18,892 At the City owned building where City Hall is housed, a small business area (suite 3) of 3,177 square feet is leased to the Research & Business Development Center. The lease term is 5 years with the option to renew for successive 5 year terms The City has leased out 3 spaces for cell phone towers. CCAT Tower at 200 E 5th S; Phoenix at 12 N Main, and Speed Connect at 1171 S 2nd E. Remaining receivables associated with these lessor type leases are as follows: Years Ending Sept. 30 Principle Interest 2023 $82,494 $6,656 2024 38,218 5,058 2025 39,674 3,817 2026 38,138 2,563 2027 6,010 1,809 2028 6,426 1,626 2029 6,872 1,422 2030 7,333 1,208 2031 7,817 980 2032 8,321 740 2033 8,852 479 2034 9,406 205 2035 2,462 6 CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 61 20. OTHER REQUIRED INDIVIDUAL FUND DISCLOSURES The City expenditures exceeded the budgeted amounts in the following funds during the year ended September 30, 2022: The following individual funds had fund deficits on September 30, 2022: Airport Operations Fund-- There is a fund deficit of $5,095. Golf Course Construction Fund-- There is a fund deficit of $315,299. The City expects to reduce/eliminate this deficit from transfers each year from the golf operations fund, the general fund, and contributions from Madison County. Although the loan is guaranteed 50% by the City, thru the Revolving Loan Fund, and 50% by Madison County, the actual loan is shown on the financials as due to the General Fund. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 62 20. OTHER REQUIRED INDIVIDUAL FUND DISCLOSURES (continued) LID Construction Fund-- There is a fund deficit of $57,624. The City expects to eliminate this deficit as the LID Project 52 is completed in Fiscal Year 2023 with transfers from the LID Debt Service Fund for property owner amounts and a transfer from the Street Repair Fund for street portions of the expenses. LID Debt Service Funds-- There is a cumulative fund deficit of $2,751,437. The City expects to eliminate this deficit as assessments are collected on the LID financed projects over time. The city also has $97,852 in an LID Guarantee Fund to offset any shortfalls over time if necessary. 21. COMPONENT UNIT – REXBURG URBAN RENEWAL AGENCY Reporting Entity In evaluating how to define the City, for financial reporting purposes, management has considered all potential component units. The decision to include a potential component unit in the reporting entity was made by applying the criteria set forth in Generally Accepted Accounting Principles. The basic, but not the only, criterion for including a potential component within the reporting entity is the governing body's ability to exercise oversight responsibility. The most significant manifestation of this ability is financial interdependency. Other manifestations of the ability to exercise oversight responsibility include, but are not limited to, the selection of governing authority, the designation of management, the ability to significantly influence operations and accountability for fiscal matters. Other criteria used to evaluate potential component units for inclusion or exclusion from the reporting entity include the existence of special financing relationships, regardless of whether the City is able to exercise oversight responsibilities. Based upon the application of these criteria, the following is a brief review of the component units addressed in defining the government's reporting entity. Included with the reporting entity: Rexburg Urban Renewal Agency – This component unit was organized to make improvements to infrastructure. It derives its revenues from the incremental tax increases that all taxing districts forfeit from increase in value of the land and buildings in the new construction areas. Cash and Investments – The component unit had total cash and investment balances of $8,637,865; broken down as follows: Beehive Credit Union bank deposits of $308,364; covered by NCUA insurance up to $250,000. DL Evans Bank Bond Reserve Fund deposit of $275,855; covered up to $250,000 by FDIC insurance. Idaho State Local Government Investment Pool of $4,027,724; which is diversified to reduce risk and is mostly invested in US Government securities, Idaho State Diversified Bond Fund of $100,842; which is diversified to reduce risk, and is mostly invested in US Government securities, and US Agency Bonds purchased through Time Value Investments (TVI). CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 63 21. COMPONENT UNIT – REXBURG URBAN RENEWAL AGENCY (Continued) Long-term Debt – Revenue Allocation (Tax Increment) Bonds do not constitute indebtedness within the meaning of any constitutional or statutory debt limitation or restriction, and does not constitute a general obligation or debt of the City of Rexburg, Idaho, or any municipality, the State of Idaho, or any of its political subdivisions. In no event does this Bond give rise to a general obligation or liability of the Agency, any municipality, the State of Idaho, or any of its political subdivisions, or give rise to a charge against their general credit or taxing powers, or be payable out of any funds or properties other than those of the Agency specifically pledged therefore. Only tax increment property tax revenues, which are paid to the tax increment district for which the bonds were sold, are obligated to pay off the bond. Revenue Bonds Outstanding at September 30, 2022 were as follows: September 30, 2022 Description Interest Rate Fiscal Years Balance North Interchange Revenue Allocation Bonds 3.05%2023-2036 2,991,665$ New negotiated Loan 2021 Series Dated July 1, 2021 (original amount - $ 3,500,000 (2016)/refund amount $3,257,800)Total 2,991,665$ Scheduled Payments Principal Interest Total 2023 181,258 90,843 272,101 2024 186,400 85,701 272,101 2025 192,450 79,650 272,101 2026 198,448 73,653 272,101 2027 204,632 67,469 272,101 2028-2032 1,122,585 237,918 1,360,503 2033-2036 905,893 58,552 964,445 Total 2,991,665$ 693,786$ 3,685,451$ CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 64 22. INTERFUND TRANSACTIONS Transfers between funds during the year were as follows: CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 65 22. INTERFUND TRANSACTIONS (continued) The General Fund transfers cash to cover specific expenses or deficits in the following funds: Legacy Flight Museum Fund for half the insurance cost Airport Construction Fund for half of the local share of repairs and upgrades Rexburg Cultural Arts Fund Entrepreneurial Effort Fund Golf Course Operations Fund to subsidize operating & capital costs Golf Course Construction Fund loan payback Airport Operations Fund Airport Relocation Reserve Fund for future expenditures to relocate the Airport. Romance Theatre Fund Police Dare Fund Recreation Programs Fund Tabernacle Fund Joint Fire Equipment for its assessment for new fire equipment Emergency Services Operations Fund for its share of costs Rexburg Rapids Fund to cover the future cost of replacing capital or adding features to the Aquatic facility. Trails Fund to connect existing trails and build new ones Parks Capital Reserve to Construction Fund for future purchase of new equipment playground equipment and other projects Fiber Construction and Fiber Operating Fund created to construct and operate an open access network to connect city assets and provide fiber services to all city residents New City and Police Building Fund to save up for future construction of these buildings Street Fund transfers cash to cover street expenses in the LID funds Police Small Grant Fund Transfers any residual to the General Fund to cover Police expenditures The High Five Grant Fund transfers cash to cover qualified expenditures in Recreation and Parks Funds Madison County Fire District Fund transfers cash to the Emergency Services Operations Fund to cover its allocation of costs for the year and to the Joint Fire Equipment Fund Fire Impact Fee Fund transfers cash to cover the City’s share of new large equipment costs The Street Impact Fee Fund transfers cash to the New Street Construction Fund to help cover the costs of new streets that added capacity to the city’s circulation system The Arts Promulgation Fund transfers cash to cover a portion of the costs for the large construction projects The Parks Impact Fee Fund transfers cash to cover costs in Park Construction Funds CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 66 22. INTERFUND TRANSACTIONS (continued) The Golf Course Operations Fund transfers cash to the Golf Course Construction fund to pay down the loan payable on carts The LID Debt Service Funds transfer cash to the LID Construction Funds to provide for local property owners share of the construction within the LIDs. The following is a schedule of interfund receivables and payables as of September 30, 2022: *The above amounts were loaned from the General Fund to the various other funds to cover cash deficits. 23. FUND BALANCES CLASSIFICATIONS Beginning in Fiscal year 2011, in accordance with GASB 54, The City began to classify fund balances depending on the relative strength of the spending constraints placed on the purposes for which resources can be used. GASB 54 also requires that negative fund balances be classified as unassigned. The management of the City feels that this is misleading and inconsistent in the way the City handles its funds. See Note 19 for the funds that had negative fund balances. 24 . FUND BALANCES Beginning in Fiscal year 2011, in accordance with GASB 54, The City began to classify fund balances depending on the relative strength of the spending constraints placed on the purposes for which resources can be used as follows: Nonspendable fund balance- Amounts that cannot be spent because they are not in spendable form or they are legally or contractually required to be maintained intact. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 67 24. FUND BALANCES (continued) Restricted fund balance- Amounts constrained for a specific purpose by external creditors, grantors, laws, or regulations of other governments. Committed fund balance- Amounts that can be used only for the specific purposes determined by a formal action of the City Council. Assigned fund balance- Amounts intended to be used by the government for specific purposes. Intent can be expressed by the governing body or by an official or body to which the governing body delegates the authority. In the case of the City, this authority is not delegated, which is why there is no assigned fund balance. Unassigned fund balance- Amounts not contained in the other classifications. Unassigned amounts are technically available for any purpose. Positive unassigned amount are only reported in the general fund. GASB 54 states that if another governmental fund has a fund balance deficit, then it will be reported as a negative amount in the unassigned classification in that fund. In the case of Rexburg, we have left negative fund balances in the fund balance category where they would have been classified if they had a positive fund balance to provide consistency from year to year on the governmental financial statements and because those deficits will be paid back with future revenues from those specific funds and not the revenues of other governmental funds. The City considers restricted amounts to have been spent first when an expenditure is incurred for purposes for which multiple classifications may be included in a fund balance. For example, restricted amounts are used first, followed by committed, assigned, and unassigned amounts in that order, for purposes of reporting fund balance. The City Council has established a minimum fund balance guideline for the general fund. As a general practice, the City will strive to maintain a total general fund committed fund balance equal to a minimum of 25% or greater of general fund budgeted expenditures for the last ended fiscal year. The City Council strives to maintain a minimum committed fund balance in the general fund to mitigate current and future risks (e.g., revenue shortfalls, unanticipated expenditures, and natural disasters or emergencies). Fund balance levels are affected by actual revenues and expenditures and will be used to achieve and maintain the City’s minimum fund balance goals and to meet the next year’s budget expenditure requirements. In the event there is excess fund balance in the general fund over the 25% minimum reserve, good management of public monies would suggest that the surplus be designated to future expenses to increase service levels that are currently deficient and maintain those that are sufficient. CITY OF REXBURG, IDAHO Notes to Financial Statements September 30, 2022 See Independent Auditors’ Report. 68 Detail of constraints on fund balances of governmental funds:09/30/22 General Streets Emergency Services Non-Major Funds Total Capital Projects Fund Balances: Nonspendable: Inventory 56,422$ -$ -$ -$ 56,422$ Prepaid Expenses - - - - - Restricted for: Streets - 2,105,716 - - 2,105,716 2,105,716$ Emergency Services - - - - - Police Impact - - - 237,000 237,000 237,000$ DARE - - - 22,047 22,047 Police Drug Enforcement - - - 4,353 4,353 Police Small Grants - - - - - High 5 & Other Grants - - - 70,224 70,224 70,224$ Joint Fire Equipment - - - 1,632,591 1,632,591 1,632,591$ Madison County Fire Prot. District - - - 1,337,633 1,337,633 Fire Impact - - - 4,687 4,687 4,687$ ESD Rexburg Employees - - - 24,246 24,246 Legacy Flight Museum - - - 275,987 275,987 GIS - - - - - Street Impact - - - 1,913,835 1,913,835 1,913,835$ ESD Paramedic Care - - - 576,183 576,183 Parks Impact - - - 365,149 365,149 365,149$ Trails of Madison County - - - 203,875 203,875 203,875$ Riverside Park Construction - - - 42,386 42,386 42,386$ Airport Operations - - - (5,095) (5,095) Airport Construction - - - 112,240 112,240 112,240$ Golf Operations - - - 321,402 321,402 Golf Construction - - - (315,299) (315,299) (315,299)$ LID Construction - - - (57,623) (57,623) (57,623)$ LID Debt Service - - - (2,653,586) (2,653,586) 2nd East Construction - - - - - -$ Shop with a Cop - - - 43,882 43,882 City 501c3 Foundation - - - 5,069 5,069 Committed to: Stabilization 4,238,675 - - - 4,238,675 Recreation - - - - - Tabernacle - - - 62,039 62,039 62,039$ Revolving Loans - - - 1,485,694 1,485,694 Aquatic Center Operations - - - 291,068 291,068 291,068$ Building Safety-Comm Dev - - - 1,264,776 1,264,776 Joint City Hall/Police Building Cap Res - - - 800,000 800,000 800,000$ Arts Promulgation - - - 156,426 156,426 Romance Theatre - - - 50,000 50,000 50,000$ Airport Reserve - - - 974,129 974,129 974,129$ Rexburg Cultural Arts - - - - - Fiber Initiative Fund - - - 3,926,554 3,926,554 3,926,554$ Fiber Operating Fund - - - 60,403 60,403 Eastern Idaho Bus. Comp.- - - 48,113 48,113 Community Safety Lighting - - - 663,886 663,886 663,886$ Assigned to: Unassigned:2,606,277 - - - 2,606,277 Total Fund Balances 6,901,374$ 2,105,716$ -$ 13,944,274$ 22,951,364$ 13,082,457$ General Streets Emergency Services Non-Major Funds Total Capital Projects Fund Balances: Nonspendable 56,422$ -$ -$ -$ 56,422 -$ Restricted -$ 2,105,716$ -$ 4,161,186$ 6,266,902 6,314,781$ Committed 4,238,675$ -$ -$ 9,783,088$ 14,021,763 6,767,676$ Assigned -$ -$ -$ -$ - -$ Unassigned 2,606,277$ -$ -$ -$ 2,606,277 -$ Total Fund Balances 6,901,374$ 2,105,716$ -$ 13,944,274$ 22,951,364 13,082,457$ Major Revenue Funds Major Revenue Funds REQUIRED SUPPLEMENTARY INFORMATION See Independent Auditors’ Report 69 CITY OF REXBURG, IDAHO BUDGETARY COMPARISON SCHEDULE GENERAL FUND Year Ended September 30, 2022 Variance with Original Final Final Budget - Budget Budget Actual Amounts Positive Amount Amount Budgetary Basis (Negative) REVENUES: Taxes 8,553,900$ 9,397,300$ 9,718,520$ 321,220$ Grants & Contributions 6,792,800 3,650,900 4,095,873 444,973 Fees & Charges 4,249,500 4,489,500 4,869,648 380,148 Interest Earned 130,000 130,000 (299,994) (429,994) Transfers in from Other Funds - - 14,822 14,822 Miscellaneous/Fund Balance Carryover 1,053,200 395,100 13,901 (381,199) TOTAL REVENUES 20,779,400 18,062,800 18,412,771 349,971 EXPENDITURES: General and Administrative Operations 4,810,300 4,827,700 4,861,465 (33,765) Public Safety Operations 5,706,100 5,705,200 5,567,671 137,529 Parks and Recreation 1,116,400 1,107,600 1,011,367 96,233 Capital Improvements 365,500 802,300 436,546 365,754 Transfers Out 8,601,100 5,621,100 5,646,274 (25,174) Contingency 180,000 (1,100) - (1,100) TOTAL EXPENDITURES 20,779,400 18,062,800 17,523,322 539,478 EXCESS (DEFICIENCY) OF REVENUES AND OTHER SOURCES OVER EXPENDITURES AND OTHER USES - - 889,449 889,449 FUND BALANCE AT BEGINNING OF YEAR - - 6,011,926 6,011,926 FUND BALANCE AT END OF YEAR -$ -$ 6,901,374$ 6,901,374$ See Independent Auditors’ Report 70 CITY OF REXBURG, IDAHO BUDGETARY COMPARISON SCHEDULE STREET FUND Year Ended September 30, 2022 Variance with Original Final Final Budget - Budget Budget Actual Amounts Positive Amount Amount Budgetary Basis (Negative) REVENUES: Taxes-Fuel/Road and Bridge Tax 2,223,300$ 2,237,300$ 2,781,162$ 543,862$ Grants & Contributions 2,876,500 2,876,500 5,472,149 2,595,649 Fees & Charges 1,860,000 1,860,000 1,959,802 99,802 Interest Earned - - - - Miscellaneous 31,000 31,000 35,392 4,392 Transfers In -Internal 1,306,700 1,257,300 1,982,325 725,025 Transfers in from Other Funds 200,000 330,000 201,532 (128,468) Fund Balance Carryover 1,181,200 1,401,400 - (1,401,400) TOTAL REVENUES 9,678,700 9,993,500 12,432,362 2,438,862 EXPENDITURES: Street Maintenance 2,864,600 2,917,900 2,930,277 (12,377) Capital Improvements 3,589,500 3,719,500 6,308,618 (2,589,118) Contingency 1,067,900 898,600 - 898,600 Transfers Out-Internal 1,306,700 1,257,300 1,914,773 (657,473) Transfers to Other Street Projects 850,000 1,200,200 1,496,982 (296,782) TOTAL EXPENDITURES 9,678,700 9,993,500 12,650,650 (2,657,150) EXCESS (DEFICIENCY) OF REVENUES AND OTHER SOURCES OVER EXPENDITURES AND OTHER USES - - (218,288) (218,288) FUND BALANCE AT BEGINNING OF YEAR - - 2,324,004 2,324,004 FUND BALANCE AT END OF YEAR -$ -$ 2,105,716$ 2,105,716$ See Independent Auditors’ Report. 71 CITY OF REXBURG, IDAHO BUDGETARY COMPARISON SCHEDULE EMERGENCY SERVICES FUND Year Ended September 30, 2022 Variance with Original Final Final Budget - Budget Budget Actual Amounts Positive Amount Amount Budgetary Basis (Negative) REVENUES: Grants & Contributions 1,913,300 1,992,800$ 1,743,325 (249,475) Fees & Charges 229,500 229,500 548,806 319,306 Miscellaneous - - - - Transfers in from Other Funds 1,967,400 2,128,400 2,129,499 1,099 TOTAL REVENUES 4,110,200 4,350,700 4,421,630 70,930 EXPENDITURES: Public Safety Operations 4,088,200 4,227,100 4,403,111 (176,011) Capital Improvements 22,000 123,600 18,519 105,081 TOTAL EXPENDITURES 4,110,200 4,350,700 4,421,630 (70,930) EXCESS (DEFICIENCY) OF REVENUES AND OTHER SOURCES OVER EXPENDITURES AND OTHER USES - - - 0 FUND BALANCE AT BEGINNING OF YEAR - - - - FUND BALANCE AT END OF YEAR -$ -$ -$ 0$ See Independent Auditors’ Report. 72 Net Pension Liability % Share Amount of Proportionate Share of Net Pension Liability Covered Employee Payroll Net Pension Liability % of Covered Payroll Plan Fiduciary Net Position as a % of Total Pension Liability 2022 0.2674466%10,534,075$ 10,819,487$ 97.36%83.09% 2021 0.2638486%(208,381)$ 9,788,027$ -2.13%100.36% 2020 0.2588251%6,010,261$ 9,482,345$ 63.38%88.22% 2019 0.2637191%3,010,280$ 9,174,510$ 32.81%93.79% 2018 0.2651606%3,911,165$ 8,454,828$ 46.26%91.69% 2017 0.2405212%3,780,580$ 7,754,370$ 48.75%90.68% 2016 0.2346076%4,755,856$ 6,828,131$ 69.65%87.26% 2015 0.2354998%3,101,149$ 6,532,443$ 47.47%91.38% Statutorily Required Contributions Contributions in Relation to Statutorily Required Contributions Contribution (Deficiency) Excess Employer's Covered Employee Payroll Contributions Percent of Covered Employee Payroll 2022 1,291,847$ 1,306,980$ 15,133$ 10,819,487$ 11.94% 2021 1,168,690$ 1,170,630$ 1,940$ 9,788,027$ 11.94% 2020 1,132,192$ 1,132,270$ 78$ 9,482,345$ 11.94% 2019 1,041,243$ 1,041,007$ (236)$ 9,174,510$ 11.35% 2018 969,398$ 969,304$ (94)$ 8,454,828$ 11.46% 2017 882,116$ 882,266$ 150$ 7,754,370$ 11.38% 2016 782,344$ 783,573$ 1,229$ 6,828,131$ 11.48% 2015 754,259$ 754,704$ 445$ 6,532,443$ 11.55% *GASB Statement No. 68 requires ten years of information be presented in this table. However, until a full 10-year trend is compiled, the City will present information for those years for which information is available. Date report is measured as of June 30, 2022 (measurement date) Last 10 Fiscal Years* CITY OF REXBURG, IDAHO Schedule of Employer's Share of Net Pension Liability PERSI Base Plan Last 10 Fiscal Years* Schedule of Employer Contributions PERSI Base Plan See Independent Auditors’ Report. 73 Net Pension Liability % Share Amount of Proportionate Share of Net Pension Liability Covered Employee Payroll Net Pension Liability % of Covered Payroll Plan Fiduciary Net Position as a % of Total Pension Liability 2022 0.0094562%372,455$ 376,027$ 99.05%83.09% 2021 0.0089592%(7,076)$ 341,254$ -2.07%100.36% 2020 0.0078675%182,694$ 228,656$ 79.90%88.22% 2019 0.0082998%94,740$ 287,660$ 32.93%93.79% 2018 0.0085741%126,469$ 267,230$ 47.33%91.69% 2017 0.0081586%129,239$ 250,204$ 51.65%90.68% 2016 0.0069380%140,644$ 203,554$ 69.09%87.26% 2015 0.0074381%97,948$ 202,664$ 48.33%91.38% Statutorily Required Contributions Contributions in Relation to Statutorily Required Contributions Contribution (Deficiency) Excess Employer's Covered Employee Payroll Contributions Percent of Covered Employee Payroll 2022 46,176$ 46,173$ (3)$ 376,027$ 12.28% 2021 41,906$ 41,906$ -$ 341,254$ 12.28% 2020 28,079$ 28,079$ -$ 228,656$ 12.28% 2019 33,541$ 33,542$ 1$ 287,660$ 11.66% 2018 31,160$ 31,159$ (1)$ 267,230$ 11.66% 2017 29,240$ 29,175$ (65)$ 250,204$ 11.66% 2016 24,062$ 23,734$ (328)$ 203,554$ 11.66% 2015 23,584$ 24,308$ 724$ 202,664$ 11.99% *GASB Statement No. 68 requires ten years of information be presented in this table. However, until a full 10-year trend is compiled, the City will present information for those years for which information is available. Date report is measured as of June 30, 2022 (measurement date) Schedule of Employer Contributions PERSI Base FRF Plan Last 10 Fiscal Years* CITY OF REXBURG, IDAHO Schedule of Employer's Share of Net Pension Liability PERSI Base FRF Plan Last 10 Fiscal Years* See Independent Auditors’ Report. 74 Net Pension Liability % Share Amount of Proportionate Share of Net Pension Liability Covered Employee Payroll Net Pension Liability % of Covered Payroll Plan Fiduciary Net Position as a % of Total Pension Liability 2022 0.3452044%(708,673)$ 272,249$ N/A 184.72% 2021 0.3452044%(932,835)$ 296,518$ N/A 211.83% 2020 0.3452044%(514,006)$ 271,530$ -189.30%155.55% 2019 0.3484669%(500,934)$ 287,660$ -174.14%152.74% 2018 0.3577169%(404,829)$ 267,230$ -151.49%140.15% 2017 0.3343618%(286,868)$ 250,204$ -114.65%129.65% 2016 0.2881284%(154,864)$ 203,554$ -76.08%118.42% 2015 0.3292887%(177,851)$ 202,664$ -87.76%118.08% Statutorily Required Contributions Contributions in Relation to Statutorily Required Contributions Contribution (Deficiency) Excess Employer's Covered Employee Payroll Contributions Percent of Covered Employee Payroll 2022 -$ -$ -$ 272,249$ 0.00% 2021 -$ -$ -$ 296,518$ 0.00% 2020 9,015$ 9,015$ -$ 271,530$ 3.32% 2019 14,384$ 14,383$ (1)$ 287,660$ 5.00% 2018 13,361$ 13,362$ 1$ 267,230$ 5.00% 2017 12,445$ 12,510$ 65$ 250,204$ 5.00% 2016 10,318$ 10,178$ (140)$ 203,554$ 5.00% 2015 17,600$ 16,894$ (706)$ 202,664$ 8.34% *GASB Statement No. 68 requires ten years of information be presented in this table. However, until a full 10-year trend is compiled, the City will present information for those years for which information is available. Date report is measured as of June 30, 2022 (measurement date) FRF Excess Plan Last 10 Fiscal Years* CITY OF REXBURG, IDAHO Schedule of Employer's Share of Net Pension Liability FRF Excess Plan Last 10 Fiscal Years* Schedule of Employer Contributions OTHER SUPPLEMENTARY INFORMATION See Independent Auditors’ Report 75 Fund Number 03 04 07 08 09 13 Tabernacle Police & Rexburg Police Police Drug Small Recreation Museum Impact Fee DARE Enforcement Grants ASSETS Fund Fund Fund Fund Fund Fund Cash and Short Term Investments 1,580$ 65,811$ 237,000$ 21,511$ 4,353$ -$ Receivables 3,686 - - 2,811 - - TOTAL ASSETS 5,266$ 65,811$ 237,000$ 24,322$ 4,353$ -$ LIABILITIES AND FUND BALANCES LIABILITIES: Accounts Payable 4,217$ 2,202$ -$ 2,275$ -$ -$ Accrued Payroll 1,453$ 1,570$ -$ Due to Other Funds - - - - - Other - - - - - - TOTAL LIABILITIES 5,670 3,772 - 2,275 - - DEFERRED INFLOWS OF RESOURCES: Unavailable revenues (404) - - - - - FUND BALANCES (DEFICIT): Restricted - 62,039 237,000 22,047 4,353 - Committed - - - - - - Unassigned - - - - - - Total Fund Balances - 62,039 237,000 22,047 4,353 - TOTAL LIABILITIES AND FUND BALANCES 5,266$ 65,811$ 237,000$ 24,322$ 4,353$ -$ NONMAJOR GOVERNMENTAL FUNDS CITY OF REXBURG, IDAHO COMBINING BALANCE SHEET September 30, 2022 See Independent Auditors’ Report 76 Fund Number 15 18 19 20 21 22 Madison High 5 County Fire ESD & Other Joint Fire Protection Fire Impact Rexburg Revolving Grants Equipment District Fee Employee Loan ASSETS Fund Fund Fund Fund Fund Fund Cash and Short Term Investments 70,224$ 1,444,787$ 1,337,633$ 4,687$ 24,246$ 318,603$ Receivables - 187,804 13,241 - - 1,167,091 TOTAL ASSETS 70,224$ 1,632,591$ 1,350,874$ 4,687$ 24,246$ 1,485,694$ LIABILITIES AND FUND BALANCES LIABILITIES: Accounts Payable -$ -$ -$ -$ -$ -$ Accrued Payroll Due to Other Funds - - - - - - Other - - - - - - TOTAL LIABILITIES - - - - - - DEFERRED INFLOWS OF RESOURCES: Unavailable revenues - - 13,241 - - - FUND BALANCES (DEFICIT): Restricted 70,224 1,632,591 1,337,633 4,687 24,246 - Committed - - - - 1,485,694 Unassigned - - - - - - Total Fund Balances 70,224 1,632,591 1,337,633 4,687 24,246 1,485,694 TOTAL LIABILITIES AND FUND BALANCES 70,224$ 1,632,591$ 1,350,874$ 4,687$ 24,246$ 1,485,694$ NONMAJOR GOVERNMENTAL FUNDS CITY OF REXBURG, IDAHO COMBINING BALANCE SHEET September 30, 2022 See Independent Auditors’ Report 77 Fund Number 23 24 28 29 30 31 Rexburg Legacy Building Geographic Rapids Flight Safety Information Downtown Street Shop Operations Museum Comm Dev Systems Revitalization Building Const ASSETS Fund Fund Fund Fund Fund Fund Cash and Short Term Investments 295,977$ 272,002$ 1,292,501$ -$ -$ Receivables 2,595 4,500 3,921 108,595 - - TOTAL ASSETS 298,572$ 276,502$ 1,296,422$ 108,595$ -$ -$ LIABILITIES AND FUND BALANCES LIABILITIES: Accounts Payable 5,342$ 515$ 19,888$ 7,234$ -$ -$ Accrued Payroll 1,162$ 11,758$ 6,855$ -$ Due to Other Funds - - - 94,506 - - Other 1,000 - - - - TOTAL LIABILITIES 7,504 515 31,646 108,595 - - DEFERRED INFLOWS OF RESOURCES: Unavailable revenues - - - - - - FUND BALANCES (DEFICIT): Restricted - 275,987 - - - - Committed 291,068 - 1,264,776 - - - Unassigned - - - - - - Total Fund Balances 291,068 275,987 1,264,776 - - - TOTAL LIABILITIES AND FUND BALANCES 298,572$ 276,502$ 1,296,422$ 108,595$ -$ -$ NONMAJOR GOVERNMENTAL FUNDS CITY OF REXBURG, IDAHO COMBINING BALANCE SHEET September 30, 2022 See Independent Auditors’ Report 78 Fund Number 32 33 36 37 38 39 Joint City ESD Trails of Hall/Police Street Arts Paramedic Parks Impact Madison Building Capital Impact Fee Promulgation Care Unit Fee County ASSETS Reserve Fund Fund Fund Fund Fund Fund Cash and Short Term Investments 800,000$ 1,913,908$ 156,426$ 376,848$ 203,875$ Receivables - - - 1,191,361 - - TOTAL ASSETS 800,000$ 1,913,908$ 156,426$ 1,191,361$ 376,848$ 203,875$ LIABILITIES AND FUND BALANCES LIABILITIES: Accounts Payable -$ 73$ -$ 4,391$ 11,699$ -$ Accrued Payroll 262,599$ Due to Other Funds - - - 348,188 - - Other - - - - - - TOTAL LIABILITIES - 73 - 615,178 11,699 - DEFERRED INFLOWS OF RESOURCES: Unavailable revenues - - - - - - FUND BALANCES (DEFICIT): Restricted - 1,913,835 - 576,183 365,149 203,875 Committed 800,000 - 156,426 - - - Unassigned - - - - - - Total Fund Balances 800,000 1,913,835 156,426 576,183 365,149 203,875 TOTAL LIABILITIES AND FUND BALANCES 800,000$ 1,913,908$ 156,426$ 1,191,361$ 376,848$ 203,875$ NONMAJOR GOVERNMENTAL FUNDS CITY OF REXBURG, IDAHO COMBINING BALANCE SHEET September 30, 2022 See Independent Auditors’ Report 79 Fund Number 40 41 47 48 49 50 Golf Romance Riverside Airport Airport Airport Course Theatre Park Operation Construction Reserve Operations ASSETS Fund Fund Fund Fund Fund Fund Cash and Short Term Investments 59,800$ 43,120$ -$ 87,144$ 974,129$ 435,419$ Receivables - - 4,429 25,700 - 11,779 TOTAL ASSETS 59,800$ 43,120$ 4,429$ 112,844$ 974,129$ 447,198$ LIABILITIES AND FUND BALANCES LIABILITIES: Accounts Payable 6,578$ 734$ 250$ 604$ -$ 106,256$ Accrued Payroll 672$ 297$ 18,540$ Due to Other Funds - - 8,977 - - - Other 2,550 - - 1,000 TOTAL LIABILITIES 9,800 734 9,524 604 - 125,796 DEFERRED INFLOWS OF RESOURCES: Unavailable revenues - - - FUND BALANCES (DEFICIT): Restricted - 42,386 (5,095) 112,240 - 321,402 Committed 50,000 - - 974,129 Unassigned - - - Total Fund Balances 50,000 42,386 (5,095) 112,240 974,129 321,402 TOTAL LIABILITIES AND FUND BALANCES 59,800$ 43,120$ 4,429$ 112,844$ 974,129$ 447,198$ NONMAJOR GOVERNMENTAL FUNDS CITY OF REXBURG, IDAHO COMBINING BALANCE SHEET September 30, 2022 See Independent Auditors’ Report 80 Fund Number 51 53-58 59-79 81 82 83 Golf Rexburg Course LID LID Debt Cultural Fiber Entrepreneurial Construction Construction Service Arts Initiative Programs ASSETS Fund Funds Funds Fund Fund Fund Cash and Short Term Investments -$ 223,327$ -$ 4,741$ 4,267,245$ 48,113$ Receivables 151,715 - 2,006,194 - - TOTAL ASSETS 151,715$ 223,327$ 2,006,194$ 4,741$ 4,267,245$ 48,113$ LIABILITIES AND FUND BALANCES LIABILITIES: Accounts Payable -$ 280,950$ 23,600$ 2,836$ 340,691$ -$ Accrued Payroll 1,905$ Due to Other Funds 467,014 - 2,645,954 - - Other - - - - TOTAL LIABILITIES 467,014 280,950 2,669,554 4,741 340,691 - DEFERRED INFLOWS OF RESOURCES: Unavailable revenues - 1,990,226 - - FUND BALANCES (DEFICIT): Restricted (315,299) (57,623) (2,653,586) - - Committed - - - 3,926,554 48,113 Unassigned - - - - Total Fund Balances (315,299) (57,623) (2,653,586) - 3,926,554 48,113 TOTAL LIABILITIES AND FUND BALANCES 151,715$ 223,327$ 2,006,194$ 4,741$ 4,267,245$ 48,113$ NONMAJOR GOVERNMENTAL FUNDS CITY OF REXBURG, IDAHO COMBINING BALANCE SHEET September 30, 2022 See Independent Auditors’ Report 81 Fund Number 84 85 86 91 95 North 2nd East Community Shop City Total Construc-Safety Fiber with a 501c3 Nonmajor tion Lighting Operating Cop Foundation Governmental ASSETS Fund Fund Fund Fund Fund Funds Cash and Short Term Investments 645,319$ 60,520$ 43,882$ 5,069$ 15,739,800$ Receivables - 23,676 - - - 4,909,098 TOTAL ASSETS -$ 668,995$ 60,520$ 43,882$ 5,069$ 20,648,898$ LIABILITIES AND FUND BALANCES LIABILITIES: Accounts Payable -$ 5,109$ 117$ -$ -$ 825,561$ Accrued Payroll 306,811$ Due to Other Funds - - - - - 3,564,639 Other - - - - 4,550 TOTAL LIABILITIES - 5,109 117 - - 4,701,561 DEFERRED INFLOWS OF RESOURCES: Unavailable revenues - - - - 2,003,063 FUND BALANCES (DEFICIT): Restricted - - 43,882 5,069 4,223,225 Committed - 663,886 60,403 - - 9,721,049 Unassigned - - - - - Total Fund Balances - 663,886 60,403 43,882 5,069 13,944,274 TOTAL LIABILITIES AND FUND BALANCES -$ 668,995$ 60,520$ 43,882$ 5,069$ 20,648,898$ NONMAJOR GOVERNMENTAL FUNDS CITY OF REXBURG, IDAHO COMBINING BALANCE SHEET September 30, 2022 See Independent Auditors’ Report 82 03 04 07 08 09 13 Police Police Police Drug Small Recreation Tabernacle Impact Fee DARE Enforcement Grants Fund Fund Fund Fund Fund Fund REVENUES: Taxes -$ -$ -$ -$ -$ -$ Grants and Contributions/Sale of Capacity 20,183 8,130 - 8,500 - 22,850 Fees and Charges 228,767 19,528 52,035 - - - Investment/Interest Income - 301 350 - - - Miscellaneous 540 - - 2,005 - TOTAL REVENUES 249,490 27,959 52,385 8,500 2,005 22,850 EXPENDITURES: Current: General and Administrative - - - - - - Public Safety - - - 18,680 774 8,028 Parks and Recreation and Arts 354,844 137,555 - - - - Streets - - - - - - Debt Service: Interest on Debt - - - - - - Principal on Debt - - - - - - Capital Improvements: General and Administrative Public Safety Parks and Recreation and Arts 17,163 Streets TOTAL EXPENDITURES 372,007 137,555 - 18,680 774 8,028 EXCESS OF REVENUES OVER (UNDER) EXPENDITURES (122,517) (109,596) 52,385 (10,180) 1,231 14,822 OTHER FINANCING SOURCES (USES): Proceeds from Borrowing - - - - - - Transfers In 122,517 119,892 - 8,500 - - Transfers Out - - - - - (14,822) TOTAL OTHER FINANCING SOURCES (USES)122,517 119,892 - 8,500 - (14,822) EXCESS (DEFICIENCY) OF REVENUES AND OTHER SOURCES OVER EXPENDITURES AND OTHER USES - 10,296 52,385 (1,680) 1,231 - FUND BALANCES (DEFICITS) AT BEGINNING OF YEAR - 51,743 184,615 23,727 3,122 - FUND BALANCES (DEFICITS) AT END OF YEAR -$ 62,039$ 237,000$ 22,047$ 4,353$ -$ CITY OF REXBURG, IDAHO COMBINING STATEMENT OF REVENUES, September 30, 2022 EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS See Independent Auditors’ Report 83 15 18 19 20 21 22 Madison High 5 County Fire ESD & Other Joint Fire Protection Fire Impact Rexburg Revolving Grants Equipment District Fee Employee Loan Fund Fund Fund Fund Fund Fund REVENUES: Taxes -$ -$ 1,011,932$ -$ -$ Grants and Contributions/Sale of Capacity - - - - 1,024 - Fees and Charges - 321,754 45,000 38,147 - 13,148 Investment/Interest Income 450 3,424 6,472 271 130 60,866 Miscellaneous - - - - - TOTAL REVENUES 450 325,178 1,063,404 38,418 1,154 74,014 EXPENDITURES: Current: General and Administrative - - - - - 11,687 Public Safety - - 55,242 - 2,118 - Parks and Recreation and Arts - - - - - - Streets - - - - - - Debt Service: Interest on Debt - - - - - - Principal on Debt - - - - - - Capital Improvements: General and Administrative Public Safety 311,221 110,235 Parks and Recreation and Arts Streets TOTAL EXPENDITURES - 311,221 165,477 - 2,118 11,687 EXCESS OF REVENUES OVER (UNDER) EXPENDITURES 450 13,957 897,927 38,418 (964) 62,327 OTHER FINANCING SOURCES (USES): Proceeds from Borrowing - - - - - - Transfers In - 210,000 - - - - Transfers Out - - (920,803) (70,000) - - TOTAL OTHER FINANCING SOURCES (USES)- 210,000 (920,803) (70,000) - - EXCESS (DEFICIENCY) OF REVENUES AND OTHER SOURCES OVER EXPENDITURES AND OTHER USES 450 223,957 (22,876) (31,582) (964) 62,327 FUND BALANCES (DEFICITS) AT BEGINNING OF YEAR 69,774 1,408,634 1,360,509 36,269 25,210 1,423,367 FUND BALANCES (DEFICITS) AT END OF YEAR 70,224$ 1,632,591$ 1,337,633$ 4,687$ 24,246$ 1,485,694$ CITY OF REXBURG, IDAHO COMBINING STATEMENT OF REVENUES, September 30, 2022 EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS See Independent Auditors’ Report 84 23 24 28 29 30 31 Rexburg Legacy Building Geographic Street Shop Rapids Flight Safety Information Downtown Building Operations Museum Comm Dev Systems Revitalization Constr Fund Fund Fund Fund Fund Fund REVENUES: Taxes -$ -$ -$ -$ -$ -$ Grants and Contributions/Sale of Capacity - 58,723 - 221,472 - - Fees and Charges 470,689 111,351 764,659 221,472 - - Investment/Interest Income 377 20 5,346 - - - Miscellaneous - 12,696 - 615 - - TOTAL REVENUES 471,066 182,790 770,005 443,559 - - EXPENDITURES: Current: General and Administrative - - 844,382 443,559 - - Public Safety - - - - - - Parks and Recreation and Arts 457,674 73,938 - - - - Streets - - - - - - Debt Service: Interest on Debt - - - - - - Principal on Debt - - - - - - Capital Improvements: General and Administrative 33,400 Public Safety Parks and Recreation and Arts 32,500 Streets TOTAL EXPENDITURES 457,674 106,438 877,782 443,559 - - EXCESS OF REVENUES OVER (UNDER) EXPENDITURES 13,392 76,352 (107,777) - - - OTHER FINANCING SOURCES (USES): Proceeds from Borrowing - - - - Transfers In 65,004 115,247 - - - - Transfers Out - - - - - TOTAL OTHER FINANCING SOURCES (USES)65,004 115,247 - - - - EXCESS (DEFICIENCY) OF REVENUES AND OTHER SOURCES OVER EXPENDITURES AND OTHER USES 78,396 191,599 (107,777) - - - FUND BALANCES (DEFICITS) AT BEGINNING OF YEAR 212,672 84,388 1,372,553 - - - FUND BALANCES (DEFICITS) AT END OF YEAR 291,068$ 275,987$ 1,264,776$ -$ -$ -$ CITY OF REXBURG, IDAHO COMBINING STATEMENT OF REVENUES, September 30, 2022 EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS See Independent Auditors’ Report 85 32 33 36 37 38 39 Joint City Hall ESD Parks Trails of Police Street Arts Paramedic Impact Madison Building Capital Impact Fee Promulgation Care Unit Fee County Reserve Fund Fund Fund Fund Fund Fund REVENUES: Taxes -$ -$ -$ -$ -$ -$ Grants and Contributions/Sale of Capacity - - - - 195,416 6,414 Fees and Charges - 156,870 72,802 1,525,336 184,441 - Investment/Interest Income - - 6 - 1,036 - Miscellaneous - - - - - TOTAL REVENUES - 156,870 72,808 1,525,336 380,893 6,414 EXPENDITURES: Current: General and Administrative - - - - - - Public Safety - - - 1,187,138 - - Parks and Recreation and Arts - - - - 26,590 - Streets - - - - - - Debt Service: Interest on Debt - - - - - - Principal on Debt - - - - - - Capital Improvements: General and Administrative Public Safety Parks and Recreation and Arts 215,398 18,232 Streets TOTAL EXPENDITURES - - - 1,187,138 241,988 18,232 EXCESS OF REVENUES OVER (UNDER) EXPENDITURES - 156,870 72,808 338,198 138,905 (11,818) OTHER FINANCING SOURCES (USES): Proceeds from Borrowing - - - - - Transfers In 400,000 - - - 60,000 Transfers Out - (53,732) (19,200) - (30,000) - TOTAL OTHER FINANCING SOURCES (USES)400,000 (53,732) (19,200) - (30,000) 60,000 EXCESS (DEFICIENCY) OF REVENUES AND OTHER SOURCES OVER EXPENDITURES AND OTHER USES 400,000 103,138 53,608 338,198 108,905 48,182 FUND BALANCES (DEFICITS) AT BEGINNING OF YEAR 400,000 1,810,697 102,818 237,985 256,244 155,693 FUND BALANCES (DEFICITS) AT END OF YEAR 800,000$ 1,913,835$ 156,426$ 576,183$ 365,149$ 203,875$ CITY OF REXBURG, IDAHO COMBINING STATEMENT OF REVENUES, September 30, 2022 EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS See Independent Auditors’ Report 86 40 41 47 48 49 50 Airport Golf Romance Park Airport Airport Relocation Course Theatre Construction Operation Construction Reserve Operations Fund Fund Fund Fund Fund Fund REVENUES: Taxes -$ -$ -$ -$ -$ -$ Grants and Contributions/Sale of Capacity 50,398 - 19,986 451,332 - 67,600 Fees and Charges 27,931 - 25,313 - - 1,232,986 Investment/Interest Income - - - 135 (12,175) 241 Miscellaneous - - - - 751 TOTAL REVENUES 78,329 - 45,299 451,467 (12,175) 1,301,578 EXPENDITURES: Current: General and Administrative - - 66,035 - Public Safety - - - Parks and Recreation and Arts 96,109 - - 982,597 Streets - - - Debt Service: Interest on Debt - - - - - - Principal on Debt - - - Capital Improvements: General and Administrative 460,897 Public Safety Parks and Recreation and Arts 6,022 341,528 246,108 Streets TOTAL EXPENDITURES 102,131 341,528 66,035 460,897 - 1,228,705 EXCESS OF REVENUES OVER (UNDER) EXPENDITURES (23,802) (341,528) (20,736) (9,430) (12,175) 72,873 OTHER FINANCING SOURCES (USES): Proceeds from Borrowing - - - Transfers In 73,802 50,004 19,987 7,932 20,004 49,100 Transfers Out - - - (50,096) TOTAL OTHER FINANCING SOURCES (USES)73,802 50,004 19,987 7,932 20,004 (996) EXCESS (DEFICIENCY) OF REVENUES AND OTHER SOURCES OVER EXPENDITURES AND OTHER USES 50,000 (291,524) (749) (1,498) 7,829 71,877 FUND BALANCES (DEFICITS) AT BEGINNING OF YEAR - 333,910 (4,346) 113,738 966,300 249,525 FUND BALANCES (DEFICITS) AT END OF YEAR 50,000$ 42,386$ (5,095)$ 112,240$ 974,129$ 321,402$ CITY OF REXBURG, IDAHO COMBINING STATEMENT OF REVENUES, September 30, 2022 EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS See Independent Auditors’ Report 87 51 53-58 59-79 81 82 83 Golf Rexburg Course LID LID Debt Cultural Fiber Entrepreneurial Debt Service Construction Service Arts Initiative Programs Fund Funds Funds Fund Fund Fund REVENUES: Taxes -$ -$ -$ -$ -$ Grants and Contributions/Sale of Capacity 25,000 928,999 - 42,956 604,343 23,856 Fees and Charges - 341,569 44,361 - - Investment/Interest Income 800 - 16,951 - - - Miscellaneous - -- - - TOTAL REVENUES 25,800 928,999 358,520 87,317 604,343 23,856 EXPENDITURES: Current: General and Administrative 2,154,595 - 76 7,974 Public Safety - - - -- Parks and Recreation and Arts - - 155,271 - - Streets - - - - - Debt Service: Interest on Debt 2,758 - - - - - Principal on Debt 45,960 - - - - Capital Improvements: General and Administrative 35,018 2,988,641 7,435 Public Safety Parks and Recreation and Arts 161,209 Streets 1,360,264 TOTAL EXPENDITURES 209,927 3,549,877 - 155,271 2,988,717 15,409 EXCESS OF REVENUES OVER (UNDER) EXPENDITURES (184,127) (2,620,878) 358,520 (67,954) (2,384,374) 8,447 OTHER FINANCING SOURCES (USES): Proceeds from Borrowing 161,210 - - - - Transfers In 75,096 2,609,795 46,980 67,954 3,161,912 16,000 Transfers Out - (1,272,576) - (35,018) - TOTAL OTHER FINANCING SOURCES (USES)236,306 2,609,795 (1,225,596) 67,954 3,126,894 16,000 EXCESS (DEFICIENCY) OF REVENUES AND OTHER SOURCES OVER EXPENDITURES AND OTHER USES 52,179 (11,083) (867,076) - 742,520 24,447 FUND BALANCES (DEFICITS) AT BEGINNING OF YEAR (367,478) (46,540) (1,786,510) - 3,184,034 23,666 FUND BALANCES (DEFICITS) AT END OF YEAR (315,299)$ (57,623)$ (2,653,586)$ -$ 3,926,554$ 48,113$ CITY OF REXBURG, IDAHO COMBINING STATEMENT OF REVENUES, September 30, 2022 EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS See Independent Auditors’ Report 88 84 85 86 91 95 North 2nd East Community Shop City Total Construc-Safety Fiber with a 501c3 Nonmajor tion Lighting Operating Cop Foundation Governmental Fund Fund Fund Fund Fund Funds REVENUES: Taxes -$ -$ -$ -$ 1,011,932$ Grants and Contributions/Sale of Capacity - - - 11,650 115,247 2,884,079$ Fees and Charges 256,825 - - - 6,154,984$ Investment/Interest Income 1,977 - 232 - 87,210$ Miscellaneous - - - - 16,607$ TOTAL REVENUES - 258,802 - 11,882 115,247 10,154,812 EXPENDITURES: Current: General and Administrative - - 12,097 - - 3,540,405 Public Safety - 15,441 - 1,287,421 Parks and Recreation and Arts - - - 2,284,578 Streets - 61,504 - - 61,504 Debt Service: Interest on Debt - - - 2,758 Principal on Debt - - - 45,960 Capital Improvements: General and Administrative 3,525,391 Public Safety 421,456 Parks and Recreation and Arts 1,038,160 Streets 26,951 1,387,215 TOTAL EXPENDITURES - 88,455 12,097 15,441 - 13,594,848 EXCESS OF REVENUES OVER (UNDER) EXPENDITURES - 170,347 (12,097) (3,559) 115,247 (3,440,036) OTHER FINANCING SOURCES (USES): Proceeds from Borrowing - - - 161,210 Transfers In - - 72,500 - - 7,372,226 Transfers Out - - (115,247) (2,581,494) TOTAL OTHER FINANCING SOURCES (USES)- - 72,500 - (115,247) 4,951,942 EXCESS (DEFICIENCY) OF REVENUES AND OTHER SOURCES OVER EXPENDITURES AND OTHER USES - 170,347 60,403 (3,559) - 1,511,906 FUND BALANCES (DEFICITS) AT BEGINNING OF YEAR - 493,539 - 47,441 5,069 12,432,368 FUND BALANCES (DEFICITS) AT END OF YEAR -$ 663,886$ 60,403$ 43,882$ $ 5,069 $ 13,944,274 CITY OF REXBURG, IDAHO COMBINING STATEMENT OF REVENUES, September 30, 2022 EXPENDITURES AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS CITY OF REXBURG, IDAHO Schedule of Expenditures of Federal Awards September 30, 2022 See Independent Auditors’ Report 89 Federal Assistance Listing Number Pass-through Grantor and Number Federal Expenditures($) Department of Transportation State and Community Highway Safety 20.600 State of Idaho $ 1,499 National Priority Safety Programs 20.616 9,793 Total Department of Transportation 11,292 United States Department of Justice Bulletproof Vest Partnership Program 16.607 10,368 Department of Transportation Airport Improvement Program and COVID-19 Airports Programs 20.106 *452,897 Department of Health and Human Services Substance Abuse and Mental Health Services Projects of Regional and National Significance 93.243 8,363 Department of Housing and Urban Development Community Development Block Grants/State's program and Non-Entitlement Grants in Hawaii 14.228 322,585 National Endowment for the Humanities Promotion of the Arts Grants to Organizations and Individuals 45.024 10,000 Promotion of the Arts Partnership Agreements 45.025 14,257 Promotion of the Humanities--Federal/State Partnership 45.129 2,500 Total National Endowment for the Humanities 26,757 Small Business Administration Shuttered Venue Operators Grant Program 59.075 11,699 Department of the Treasury Coronavirus State and Local Fiscal Recovery Funds (Single or Program-specific Audit)21.027 *2,988,641 United States Department of Agriculture Cooperative Forestry Assistance 10.664 8,544 Total Expenditures of Federal Awards $ 3,841,146 * Major Program CITY OF REXBURG, IDAHO Notes to the Schedule of Expenditures of Federal Awards September 30, 2022 See Independent Auditors’ Report 90 1. Basis of Presentation The accompanying schedule of expenditures of federal awards includes the federal grant activity of City of Rexburg, Idaho and is presented in accordance with the requirements of Uniform Guidance. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of the general-purpose financial statements. 2.Summary of Significant Accounting Policies Expenditures reported on the Schedule of Expenditures of Federal Awards are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain expenditures are not allowed or are limited as to reimbursement. The City does not use the 10% de minimis indirect cost rate. 490 First American Circle | Rexburg, ID 83440 | bus: 208-356-3677 | fax: 208-356-3689 | www.ruddco.com 91 INDEPENDENT AUDITOR’S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To the Honorable Mayor and City Council City of Rexburg, Idaho We have audited, in accordance with the 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, the financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component unit, each major fund, and the aggregate remaining fund information of City of Rexburg, Idaho, as of and for the year ended September 30, 2022, and the related notes to the financial statements, which collectively comprise City of Rexburg, Idaho’s basic financial statements, and have issued our report thereon dated June 29, 2023. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered City of Rexburg, Idaho’s internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of City of Rexburg, Idaho’s internal control. Accordingly, we do not express an opinion on the effectiveness of City of Rexburg, Idaho’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. 92 Compliance and Other Matters As part of obtaining reasonable assurance about whether City of Rexburg, Idaho’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the financial statements. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. Rexburg, Idaho June 29, 2023 490 First American Circle | Rexburg, ID 83440 | bus: 208-356-3677 | fax: 208-356-3689 | www.ruddco.com 93 INDEPENDENT AUDITOR’S REPORT ON COMPLIANCE FOR EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY THE UNIFORM GUIDANCE Honorable Mayor and Members of the City Council City of Rexburg, Idaho Report on Compliance for Each Major Federal Program Opinion on Each Major Federal Program We have audited City of Rexburg, Idaho’s compliance with the types of compliance requirements identified as subject to audit in the OMB Compliance Supplement that could have a direct and material effect on each of City of Rexburg, Idaho’s major federal programs for the year ended September 30, 2022. City of Rexburg, Idaho’s major federal programs are identified in the summary of auditor’s results section of the accompanying schedule of findings and questioned costs. In our opinion, City of Rexburg, Idaho complied, in all material respects, with the types of compliance requirements referred to above that could have a direct and material effect on each of its major federal programs for the year ended September 30, 2022. Basis for Opinion on Each Major Federal Program We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Our responsibilities under those standards and the Uniform Guidance are further described in the Auditor’s Responsibilities for the Audit of Compliance section of our report. We are required to be independent of City of Rexburg, Idaho and to meet our other ethical responsibilities, in accordance with relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion on compliance for each major federal program. Our audit does not provide a legal determination of City of Rexburg, Idaho’s compliance with the compliance requirements referred to above. 94 Responsibilities of Management for Compliance Management is responsible for compliance with the requirements referred to above and for the design, implementation, and maintenance of effective internal control over compliance with the requirements of laws, statutes, regulations, rules, and provisions of contracts or grant agreements applicable to City of Rexburg, Idaho’s federal programs. Auditor’s Responsibilities for the Audit of Compliance Our objectives are to obtain reasonable assurance about whether material noncompliance with the compliance requirements referred to above occurred, whether due to fraud or error, and express an opinion on City of Rexburg, Idaho’s compliance based on our audit. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards, Government Auditing Standards, and the Uniform Guidance will always detect material noncompliance when it exists. The risk of not detecting material noncompliance resulting from fraud is higher than for that resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Noncompliance with the compliance requirements referred to above is considered material if there is a substantial likelihood that, individually or in the aggregate, it would influence the judgement made by a reasonable user of the report on compliance about City of Rexburg, Idaho’s compliance with the requirements of each major federal program as a whole. In performing an audit in accordance with generally accepted auditing standards, Government Auditing Standards, and the Uniform Guidance, we: •Exercise professional judgement and maintain professional skepticism throughout the audit. •Identify and assess the risks of material noncompliance, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding City of Rexburg, Idaho’s compliance with the compliance requirements referred to above and performing such other procedures as we considered necessary in the circumstances. •Obtain an understanding of City of Rexburg, Idaho’s internal control over compliance relevant to the audit in order to design audit procedures that are appropriate in the circumstances and to test and report on internal control over compliance in accordance with the Uniform Guidance, but not for the purpose of expressing an opinion on the effectiveness of City of Rexburg, Idaho’s internal control over compliance. Accordingly, no such opinion is expressed. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and any significant deficiencies and material weaknesses in internal control over compliance that we identified during the audit. 95 Report on Internal Control Over Compliance A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the Auditor’s Responsibilities for the Audit of Compliance section and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies in internal control over compliance. Given these limitations, during our audit we did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above. However, material weaknesses or significant deficiencies in internal control over compliance may exist that were not identified. Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, no such opinion is expressed. The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance. Accordingly, this report is not suitable for any other purpose Rexburg, Idaho June 29, 2023 CITY OF REXBURG, IDAHO Schedule of Findings and Questioned Costs For the Year Ended September 30, 2022 96 Section I - Summary of Auditors’ Results Financial Statements Type of auditors’ report issued: Unmodified Internal control over financial reporting: Material Weaknesses identified? No Significant Deficiencies identified? No Noncompliance material to financial statements noted? None Reported Federal Awards Internal control over major programs: Material Weaknesses identified? No Significant Deficiencies identified? No Type or auditors’ report issued on compliance for major programs: Unmodified Any audit findings disclosed that are required to be reported in accordance with 2 CFR Section 200.516(a)? No CITY OF REXBURG, IDAHO Schedule of Findings and Questioned Costs For the Year Ended September 30, 2022 97 Identification of major programs: CFDA Number(s) Name of Federal Program 20.106 Airport Improvement Program and COVID-19 Airports Programs 21.027 Coronavirus State and Local Fiscal Recovery Funds Dollar threshold used to distinguish between Type A and Type B programs: $750,000 Auditee qualified as low-risk auditee? Yes Section II – Financial Statement Findings None Section III – Federal Award Findings and Questioned Costs None