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HomeMy WebLinkAboutCity of Cedar Park - Public Financial ReportI THE HEART ISH ME IS WHERE Cedar Park, Texas An Educational & Informative Publication CEDAR PARKI Popular Annual Financial Report (2020-2021) About City of Cedar Park .........................................1 Economy ...................................................................2 Cedar Park by the Numbers .....................................5 Adopted Budget Fiscal Year 2021 ............................6 General Fund Financial Statements..........................7 Utility Fund Financial Statements ...........................10 Occupancy Tax Report ...........................................11 Bell District .............................................................12 Debt .......................................................................14 TABLE OF CONTENTS 1 The Popular Annual Financial Report (PAFR) is a visually appealing adaptation and summarization of the City’s Annual Comprehensive Financial Report (ACFR). The ACFR was developed in compliance with generally accepted accounting principles (GAAP) and was independently audited by RSM US LLP. The PAFR is the most appropriate method to convey to citizens the City’s current economic and financial status. The fully detailed GAAP-based Annual Comprehensive Report can be found on the City of Cedar Park’s Website. HISTORY OF THE CITY AND GROWTH Cedar Park, Texas is a vibrant community situated on the northern border of Austin just 17 miles from downtown. We are named for an actual park that was a rail stop in the late 1800s and were incorporated as a City in 1973. True to our namesake Cedar Park now features 1,000 acres of City-owned parkland and 31 miles of trails. We’re a bustling high-tech employer hub, too, with a median age of 34.74 years, 49.7 percent with a Bachelor’s Degree or higher and a median household income of $103,370. After officially incorporating and becoming a home-rule city in 1987, the City is now governed by a Mayor and six City Council members, with day-to-day activities being directed by a City Manager. Cedar Park is a vibrant, maturing city that has experienced steady growth over the past several years. Cedar Park attracts people with its unique charm, safe communities, and business-friendly environment. The population of Cedar Park has more than tripled since the 2000 Census was conducted, growing from a population of 26,049 to a current population of 82,192, with an additional 20,116 residents in the City’s Extra Territorial Jurisdiction (ETJ). STRATEGIC GOALS Livability And Sense Of Place Economic Vitality Service And Fiscal Excellence Mobility And Connectivity Infrastructure And Environment 2012 20162014 2018201320172015 2019 2019 2021 58 , 4 5 0 69 , 1 8 8 61 , 1 6 3 79 , 1 0 4 80 , 6 0 8 60 , 4 4 6 76 , 8 0 0 67 , 5 3 7 79 , 2 5 9 82 , 1 9 2 POPULATION GROWTH 2 ECONOMY ECONOMIC SUCCESS IN A PANDEMIC Despite challenges presented by the COVID-19 pandemic, the City of Cedar Park managed to far surpass expectations in economic development and employment in FY 2021. The City saw a sharp recovery in the fiscal year with unemployment rates returning back to 3%. Along with a low unemployment rate, the City achieved major development agreements with several companies. These are game-changing developments that will grow the City’s tax base for decades to come. The City also saw great growth for our local businesses as well. Employment opportunities grew by nearly a thousand jobs. Cedar Park finalized performance agreements or worked with companies to increase capital investment and job opportunities. Four of these agreements led to corporate headquarters relocating to Cedar Park. The economic growth in the City was also seen in Sales Tax revenues and Property Values. Both figures saw record breaking levels in the fiscal year despite the on-going pandemic. Region 2000 2010 2015 2021 Cedar Park 1.9%5.9%3.0%3.1% Williamson County 2.8%7.4%3.5%2.9% Austin MSA 3.0%7.1%4.5%2.9% Texas 4.4%8.2%5.3%5.0% USA 4.0%9.6%5.3%3.9% The City receives two cents of sales tax per one dollar spent in the City on taxable goods and services. One cent goes to the general fund, one half cent goes to the Type B Community Development Corporation, three-eighths of a cent goes to the Type A Economic Development Corporation, and one-eighth of a cent goes to drainage improvements. 2021 2020 2019 $18,709,679 $15,701,487 $14,800,132 GENERAL FUND SALES TAX COLLECTIONFY 2019-FY 2021 6.25¢State of Texas 0.375¢Economic Development 0.5¢Community Development 1.125¢General Fund1¢ City Operations.125¢ Storm Water Program 3 ECONOMY ECONOMIC DEVELOPMENT IN DEPTH The City’s Economic Development Department works with new and existing businesses to encourage expansion of their companies, or relocation to the City. NFM is a home furnishing store that sells furniture, flooring, and electronics. In December 2021, City Council approved NFM’s 1.2 M square-foot facility project that also includes hotel with 250 rooms as well a 30,000-square-foot convention center in Cedar Park. The project has a capital investment of $400 Million. Perfect Game is a premier provider of amateur baseball events, hosting high quality travel team tournaments and individual showcase events throughout the country. Perfect Game announced plans for the creation of 16 turf baseball and softball fields for regional and national tournaments and to relocate its headquarters to Cedar Park. In September 2021, City Council approved the economic development and land agreements to begin the project. Early estimates show the Perfect Game Complex generating $20 million in revenue over 10 years. The project is anticipated to bring 750,000 visitors to Cedar Park on an annual basis. Firefly Aerospace is an American private aerospace firm that develops launch vehicles for commercial launches to orbit. Firefly purchased 45,000 square-feet of additional space for their Cedar Park headquarters. The expansion will create 682 new jobs. Firefly was recently awarded a $93.3 million contract by NASA to deliver payload to the moon. Shop LC, formerly known as Liquidation Channel and The Jewelry Channel, is an American cable television network, which mainly specializes in selling jewelry. City Council approved the Shop LC plans to develop a new 200,000 square foot headquarters facility on November 18, 2021. The company will create 1,000 new jobs with a capital investment of $50 Million. Hyliion is a public American Electric Vehicle (EV) company. Hyliion produces electrified powertrain systems designed for the hybridization or full replacement of traditional diesel or natural gas-fueled powertrains. City Council approved Hyliion’s Cedar Park headquarters development in February 2018. In FY 2021, Hyliion completed its expansion from 80,000 square feet to 120,000 square feet. With the expansion, Hyliion anticipates growing its workforce from 200 to 500. Hyliion also became a publicly traded company in October 2021. 4 ECONOMY FINANCIAL PLANNING The City has a long history of conservative fiscal planning. By monitoring the economy and the City’s own revenue and expenditure streams continuously, we have been able to adjust quickly to shifts and changes. Long-term planning contributes to financial resiliency, and the City is dedicated to monitoring revenues and expenditures on a five-year horizon. In March 2020, the City acted promptly in response to COVID-19 by reducing revenue projections and eliminating non-essential expenses. We also took a very conservative approach developing the FY 2021 budget. While we did see a reduction in hotel occupancy taxes, parks and recreation fees, interest income, beverage taxes and some of our fines and fees, we didn’t see a decrease in sales tax revenue. Looking more closely at sales taxes, we experienced a decrease in restaurants and bars sales, as expected, but those decreases were offset by increases in general merchandise (big box) sales and increases in nonstore retailers (internet sales) and food and beverage sales. Overall, sales taxes exceeded original budget projections by 24.7%. The City expects to see continued sales tax revenue growth in FY 2022. 5 Tax Information Population 82,192 Property Tax Rate $0.446977 M&O Tax Rate $0.248977 Debt Rate $0.198000 Average Taxable Household Value $379,408 Total Taxable Ad Valorem (Billions) $10.4 Principle Employers LISD 953 CP Regional Medical Center 605 CoreSlab 330 ETS Lindgren 315 National Oilwell Varco 250 BMC Corporation 230 Firefly Aerospace 225 Tresl 200 BHI 200 Hyliion 180 Priniciple Tax Payers IVT Parke Cedar Park LLC $112,511,794 Cedar Park Health System LP $91,099,823 1431 SC PT LTD $76,500,000 G&I IX Muir Lake LP & Muir Lake LTD $58,715,959 Latitude/GW-DW LLC & Latitude/ GW-SK LLC $57,172,695 Allure Acquisition LLC $56,467,326 Alden Cedar Park Acquisition LLC $53,960,000 Ranger Excavating $49,079,721 Northland Lakeline II LLC $49,023,040 RPAI Cedar Park Town Center LLC $48,005,800 Debt Information Outstanding Debt Outstanding Principal Tax Supported - Ad Valorem $186,975,000 4A Corporation $30,985,000 Utility System $35,470,000 Total $253,430,000 Credit Ratings Standard’s& Poor’s General Obligation AA+ Utility System Revenue AA+ Community Development Corp AA Sales Tax Rate Breakdown (8.25%) Sales Tax Allocation 8.25% State of Texas 6.25% General Fund - Operations 1% General Fund - Storm Water 0.125% Economic Development 0.375% Community Development 0.5% Cedar Park FTE Breakdown FTEs 516.5 Sworn Police 134 Firefighters (Civil Service)89 CEDAR PARK BY THE NUMBERS 6 40% 17% 21% 5% 4% 4% 3% 5% General Fund$59,634,877 Utility Fund $29,684,203 General Obligation Debt$25,325,086 Type B Corporation$7,905,138 Other Funds$6,679,370 Type A Corporation $5,766,508 Utility Debt Service$5,274,659 Solid Waste$4,012,185 *The Adopted Operating Expense Budget for FY 2021 is $145,386,668. The General Fund, Utility Fund, and General Obligation Debt Service make up a majority of the Operating Expenses. ADOPTED BUDGET FY 2021 7 ASSETS 2019 2020 2021 Cash and Investments $26,256,758 $27,289,240 $31,924,398 Receivables (net of allowances) Property taxes 159,274 182,201 202,603 Sales Taxes 2,931,279 3,172,915 3,965,917 Franchise taxes 757,809 658,710 934,762 Other receivables 365,243 550,699 1,870,070 Cash and investments - restricted Inventory and Prepaid items 119,568 49,950 425 Total assets 30,589,931 31,903,715 38,898,175 LIABILITIES Accounts payable 2,180,767 1,903,044 1,255,240 Accrued liabilities 708,521 1,102,833 1,312,661 Customer deposits 72,112 61,471 51,205 Due to other funds 159,920 99,920 39,920 Escrow deposits and other liabilities 2,061,095 2,092,654 2,732,387 Total liabilities 5,182,415 5,259,922 5,391,413 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - property taxes 141,185 169,235 185,891 Total deferred inflows of resources 141,185 169,235 185,891 FUND BALANCES Total fund balances 25,266,331 26,474,559 33,320,871 Total liabilities, deferred inflows of resources, and fund balances $30,589,931 $31,903,715 $38,898,175 GENERAL FUND FINANCIAL STATEMENTS GENERAL FUND - CONDENSED BALANCE SHEET 8 GENERAL FUND - CONDENSED STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE REVENUES 2019 2020 2021 Taxes $42,092,097 $44,417,231 $50,640,730 Permits, licenses, and fees 1,292,532 1,006,844 951,795 Fines and forfeitures 550,416 436,574 478,959 Charges for service 4,671,958 3,683,008 4,296,059 Intergovernmental 100,895 -190,000 Contributions 2,338,258 175,000 280,529 Interest earnings 739,545 417,185 93,951 Other 2,083,608 1,902,891 2,826,458 Total revenues 53,869,309 52,038,733 59,758,481 EXPENDITURES Current General government 12,216,369 14,168,648 12,584,504 Public safety 28,243,531 30,022,269 31,301,895 Culture and recreation 6,048,587 5,970,086 6,258,009 Streets and lighting 4,207,308 4,084,457 4,369,806 Economic development 2,527,852 2,340,363 1,931,096 Capital Outlay 1,289,617 1,237,294 782,833 Debt Service Principal 154,781 154,781 118,277 Total expenditures 54,688,045 57,977,898 57,346,420 OTHER FINANCING SOURCES (USES) Sale of general capital assets 106,322 56,331 3,253,630 Transfers in 10,674,741 4,849,052 5,523,887 Transfers out (8,645,000) (975,000) (1,630,043) Total other financing sources (uses)2,136,063 3,930,383 7,147,474 Net Change in Fund Balances 3,111,647 1,208,228 6,846,312 Fund Balances, Beginning 22,154,684 25,266,331 26,474,559 Fund Balances, Ending $25,266,331 $26,474,640 $33,320,871 9 GENERAL FUND - BUDGET TO ACTUAL EXPENDITURES BY FUNCTION $40,000,000 Public Safety GeneralGovernment Culture & Recreation Streets & Lighting $30,000,000 $10,000,000 $20,000,000 0 As a result of having strong economic positioning and a comprehensive budget process, the City’s expenditures consistently align with the budget. ActualBudget 10 UTILITY FUND - STATEMENT OF REVENUES, EXPENSES & CHANGES IN NET POSITION OPERATING REVENUES 2019 2020 2021 Charges for services $31,910,750 $34,027,326 $33,804,842 Total operating revenues 31,910,750 34,027,326 33,804,842 OPERATING EXPENSES Distribution services and charges 10,077,130 10,019,326 9,930,583 Personnel services 6,637,272 6,717,311 6,893,779 Maintenance and repair 631,508 580,782 657,426 Supplies and materials 824,540 888,606 954,151 Depreciation 8,513,140 8,574,002 8,603,058 Total operating expenses 26,683,590 26,780,027 27,038,997 OPERATING INCOME 5,227,160 7,247,299 6,765,845 NONOPERATING REVENUES (EXPENSES) Interest and other revenue 1,743,312 994,198 324,756 Interest and fiscal charges (1,189,609) (1,200,930) (1,868,135) Total nonoperating revenues (expenses)553,703 (206,732) (1,543,379) Income before contributions and transfers 5,780,863 7,040,567 5,222,466 CONTRIBUTIONS AND TRANSFERS Contributions 1,602,293 652,435 400,316 Community impact fees 2,635,450 2,421,560 1,266,015 Transfers out (4,849,052) (5,673,887) (5,179,388) Total contributions and transfers (611,309) (2,599,892) (3,513,057) CHANGE IN NET POSITION 5,169,554 4,440,675 1,709,409 Total net position, beginning 247,207,658 252,377,212 256,817,887 Total net position, ending $252,377,212 $256,817,887 $258,527,296 UTILITY FUND FINANCIAL STATEMENTS 11 OCCUPANCY TAX REPORT At the start of the pandemic, the City saw a sharp decline in hotel occupancy rates, the average daily rate for a hotel room, and overall Hotel Occupancy Tax (HOT) revenues. However by the end FY2021, all three were restored to pre COVID levels. HOT revenue finished FY 2021 at $1.01 M, an increase of 45.9% from FY 2020 totals. National Avg.66% 2020 COVID-19 National Avg.40.3% 10 50 30 70 80 0 40 20 60 Occupancy % 202120202019 71.8%71.5% 54% 17 4 , 3 8 6 13 9 , 0 3 0 20 1 , 7 4 6 12 Filled with local restaurants, retail and recreation, The Bell District is a destination that brings people together to celebrate the best of Cedar Park. This unique mixed use development has been designed with true revitalization in mind. The project area is approximately 50 acres, including roughly 16 acres of unmatched greenspace. Beginning in 2014 and running through 2019, the City embarked on a robust public engagement process that included multiple large public workshops, numerous small stakeholder meetings and presentations to targeted groups. Collectively, more than 2,000 people attended these events, marking the highest participation level for any project in the history of Cedar Park. In 2015, voters approved a $26.1 million transportation bond for the realignment of Bell Boulevard. The City of Cedar Park and RedLeaf entered into a Master Development Agreement that governs development of land, the deconstruction of existing improvements, the construction of infrastructure, financing agreements, phasing and expected timeline of the project, and numerous other development obligations and responsibilities. The Cedar Park City Council unanimously voted to approve the 20-year agreement with RedLeaf on February 27th, 2020 after a year of negotiations with the developer. THE BELL DISTRICT 13 Under the Master Development Agreement for financing public infrastructure, the City contributed $3,450,000 towards the public infrastructure projects in fiscal year 2021, with an additional $15,960,000 committed over the life of the agreement which extends through fiscal year 2025. On December 30, 2021 the Texas Department of Transportation (TxDOT) issued a memo of substantial completion for the Bell Boulevard Realignment Project. The project total of $17,706,803 at September 30, 2021 will be transferred to the State in fiscal year 2022, pending analysis of final cost of the asset transferred. In exchange, TxDOT will transfer the old segment of the State highway to the City of Cedar Park. On the horizon for FY 2022 is the continuation of vertical construction on public amenities. The City is anticipating Phase One opening in 2024. The priorities for Phase I include the public amenities, such as The Backyard, The Marketplace, The Trails, and The Library. The full build-out of The Bell District is expected to take approximately 15 years, depending on market conditions. THE BELL DISTRICT 14 On September 30, 2021, the City had $253,430,000 in outstanding debt. This debt includes tax-supported debt such as general obligation bonds, certificates of obligation, and tax notes, as well as other types of debt such as utility revenue bonds. 1% 12% 14% 74% 4A Corporation (Sales-Tax Supported) Tax Supported - Ad Valorem Utility System Outstanding Debt Outstanding Principle Tax Supported - Ad Valorem $186,975,000 4A Corporation $30,985,000 Utility System $35,470,000 Total $253,430,000 DEBT