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HomeMy WebLinkAboutAnderson County - Public Financial Report Anderson County Property Taxes Division of the $2.6289 2021 Tax Rate Anderson County Government Popular Annual Financial Report For the Fiscal Year Ended June 30, 2021 Terry Frank County Mayor Robert J. Holbrook Finance Director 100 North Main Street Clinton, TN 37716 www.andersoncountytn.gov General Purpose School Fund County General Fund Library Fund Solid Waste Fund Ambulance Fund Highway Fund General Debt Service Fund Rural School Debt Service Fund High School Debt Service Fund General Capital Project Fund Education Capital Project Fund Employer Employees UT Battelle (Oak Ridge National Lab)5,773 Y12 National Security Complex 5,000 UCOR (Bechtel Jacobs)1,949 Anderson County Government & Schools 1,557 Eagle Bend Manufacturing 980 Methodist Medical Center 923 SL Tennessee 892 Aisin Automotive 760 Oak Ridge Schools 740 Oak Ridge Associated Universities 480 Total 19,054 Principal Employers Clinton City rate is $2.60160 (excludes elementary debt service) Oak Ridge City rate is $2.45600 (excludes elementary and high school debt services) School Funding is Divided by Attendance Debt Management3 At the end of fiscal year 2021, the total outstanding debt was $54,199,017 held in bonds, notes, other loans, and capital leases. The majority of Anderson County debt is fixed rate with less than 2% in variable rate debt. During the fiscal year, Anderson County issued no new debt and paid $4,016,206 in existing debt. The total outstanding long-term debt decreased by $3,683,704. Governmental & Business-Type Debt: Capital Leases $ 275,415 Notes 744,602 Notes 2 0 Other Loans 7,654,000 Elementary School Bonds 11,005,000 High School Bonds 13,520,000 General Debt Bonds 21,000,000 Total $54,199,017 This brochure is intended to provide a brief summary of the operations of Anderson County Government for the fiscal year ended June 30, 2021. A copy of the County’s Annual Comprehensive Financial Report (CAFR) is available at: https://comptroller.tn.gov/content/dam/cot/la/documents/county/2021/FY21AndersonACFR.pdf or in the office of the Anderson County Finance Director. The financial data presented in this report meet Generally Accepted Accounting Principles (GAAP), although all GAAP required disclosures are not shown in this report. 3The information for this schedule was taken from Schedule J-1 of the ACFR. The debt for business-type activities is notated as Notes 2 above. Tax Bill for a $100,000 House Appraised Value $100,000 Taxable Ratio x 25% Assessment Value $25,000 Taxed per $100 x 1% 2021 Tax Rate x 2.6289 Annual Tax Bill $657.23 Anderson County 56% Clinton City 8% County Commissioners Chuck Fritts District 1 Tracy Wandell Robert Jameson District 2 Rick Meredith Denver Waddell District 3 Josh Anderson Shain Vowell District 4 Tim Isbel Robert McKamey District 5 Jerry White Catherine Denenberg District 6 Steve Mead Jerry Creasey District 7 Theresa Scott Bob Smallridge District 8 Phil Yager Josh Anderson from District 3 served as the Chairman of Commission. Oak Ridge City 36% $0 $20,000 $40,000 $60,000 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Bonds Loans Notes1 Leases Notes2 ($ in thousands) Citizens of Anderson County, Anderson County is pleased to present the Popular Annual Financial Report for fiscal year ending June 30, 2021. The PAFR provides an overview of the county’s financial activities and is a supplement to Annual Comprehensive Financial Report (ACFR). The potential for future economic development in Anderson County remains strong due to its unique combination of elements vital to supporting growth and development. Among these elements are a moderately-sized tax base with a population of 77,123, stable operations and reserves, and average debt burden. Due primarily to the COVID-19 pandemic, the unemployment rate increased to from 5.0% to 5.4%. Anderson County’s total net position increased to $18,640,027 for primary governmental activities and increased to $79,661,371 for the school department. At the end of the fiscal year, the County’s governmental funds reported combined fund balances of $28,514,550, which is an increase of $1,991,986 in comparison to the prior year. Approximately 38% of this amount or $10,912,239 is available for spending at the County’s discretion. Anderson County has operated under the County Financial Management System of 1981 since 2016. The law requires adoption of certain specific Financial Management Policies and Procedures. Anderson County has a formal fund balance policy to maintain an unassigned fund balance of $5.5 million in the General Fund. The county maintains an Aa2 credit rating from Moody’s Investors Service. Moody’s comment, issued on August 26, 2021, stated “the credit position for Anderson County is very strong”. The County strives to keep new debt issues to a minimum. As a result of the property tax reappraisal, the county tax rate decreased approximately 9.1%, from $2.8903 to $2.6289. Anderson County is committed to efficiently and effectively managing your tax dollars. The County continues to practice sound financial management and transparency in reporting to the citizens of Anderson County. Robert J. Holbrook Anderson County Finance Director Capital Projects.4% Expenditures 2 ($ in thousands) 2021 2020 2019 2018 2017 General Govt $38,170 $36,839 $35,753 $33,526 $28,399 Highways $4,133 4,573 4,257 4,431 4,454 Education $76,658 74,861 76,666 69,329 65,484 Debt Service $8,908 7,750 7,377 7,313 7,107 Capital Project $5,224 5,678 12,967 1,792 1,156 Total $133,093 $129,701 $137,020 $116,391 $106,600 General Govt 28% 28% 29% 27% 26% Highways 3% 4% 4% 4% 3% Education 58% 58% 60% 61% 63% Debt Service 7% 6% 6% 7% 6% Capital Project 4% 4% 1% 1% 2% Total 100% 100% 100% 100% 100% 2021 Expenditures 2The information for this schedule was taken from ACFR Exhibits C-3 and I-4, which includes Governmental Funds and the School Department Fund. Proprietary Funds and Fiduciary Funds are not reflected in this information. Education 58% General Govt. 28% Debt Service, 7% Highway 3% Anderson County Statement of Expenditures For the Years Ended June 30 Anderson County Statement of Revenues For the Years Ended June 30 Revenues 1 ($ in thousands) 2021 2020 2019 2018 2017 Local Taxes $58,763 $55,630 $49,700 $48,838 $47,650 Charges/Fines $8,094 7,858 8,278 7,804 2,880 State of TN $44,577 41,771 42,756 41,659 37,992 Federal Govt $17,988 12,334 12,760 12,880 11,331 Other Revenue $11,044 7,447 18,310 6,801 7,059 Total $140,466 $125,040 $131,804 $117,982 $106,912 Local Taxes 42% 45% 41% 44% 44% Charges/Fines 6% 6% 7% 3% 2% State of TN 31% 33% 35% 35% 36% Federal Govt 13% 10% 11% 10% 10% Other Revenue 8% 6% 6% 8% 8% Total 100% 100% 100% 100% 100% 1The information for this schedule was taken from ACFR Exhibits C-3 and I-4, which includes Governmental Funds and the School Department Fund. Proprietary Funds and Fiduciary Funds are not reflected in this information. For the County, local taxes are the largest revenue source, and for the School Department, local taxes, contributions from the state and federal government, and grants are the primary revenue sources. 2021 Revenues Local Taxes 42% State of TN 31% Federal Government 13% Charges/Fines 6% Other Revenue 8% Anderson County at a Glance Date of Organization: 1801 Form of Government: Commission – County Mayor Area: 345 Square Miles Miles of Streets: 650 Libraries: 4 Parks: 7 Registered Voters: 47,348 School Facilities: 17 Public School Enrollment: 13,302 Population: 77,123 Oak Ridge 31,402 Clinton 10,056 Oliver Springs 3,416 Rocky Top 1,767 Norris 1,607 Other 28,875 Housing Units: 35,143 Median Household Income: 50,392 Per Capita Income: $43,045 Median Age: 43.3 Labor Force: 36,692 Unemployment Rate: 5.4%