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HomeMy WebLinkAboutCity of Elk Grove - Public Financial Report ­ To the Residents of Elk Grove The Finance Department is proud to present you with the City’s Annual Finan-cial Report to the Community for the fiscal year (FY) ended June 30, 2021. This report provides an overview of the City’s financial condition and a brief analysis of where the City revenues are derived and where those dollars are spent. Most of the information in this report is drawn from the financial information ap- pearing in the FY 2020-21 Annual Comprehensive Financial Report (ACFR). The ACFR is a more detailed and complete financial presentation prepared in conformance with Generally Accepted Accounting Principles (GAAP) and was audited by the City’s independent auditors, receiving an unmodified opinion. While the financial data in this document is derived from GAAP data, the statis- tical, economic and demographic data are taken from various sources and are not GAAP-basis data. We hope you will find this information to be interesting and informative. We welcome your comments and suggestions for future reports. Both the ACFR and this document are available for viewing at the local public libraries, City Hall and on the City's website at http://www.elkgrovecity.org/city_hall/ departments_divisions/finance/accounting/. City Overview In 1850, Elk Grove was established as a hotel and stagecoach stop. Located in the State of California 15 miles south of historic Sutter’s Fort in Sacramento, Elk Grove became a crossroads for business, entertainment, mail service and agri-culture and acted as a home base for gold miners in nearby communities. After the early gold rush, a close-knit community evolved with a distinctly rural and western lifestyle. Today, the City of Elk Grove is a growing and active commu- nity. The City of Elk Grove incorpo-rated under California law on July 1, 2000, as a general-law city. The City operates under the City Council/Manager form of govern- ment. The City Council is a five member body with a Mayor and four Council Members. The elect- ed mayor serves a two-year term and is elected citywide (at-large). The four councilmember posi- tions are also elected citywide 1 and each represent one of four council residency districts where the councilmember must reside and are elected from the residency district they represent rather than City wide. The City provides a variety of services to its residents which include public safety, ani- mal control, highways and streets, public improvements, planning and zoning, code en-forcement, building permits, recycling and waste, drainage, and general administration. Before COVID, the unemployment rate was 4.4% but ballooned to 14.8% in April 2020. Since then, unemployment rates have generally stabilized and gradually improved to 5.3% in the Sacramento area. However, many employers are facing labor shortages and have had to increase compensation to retain and attract employees while many members of the workforce have shifted industries in response to the pandemic. Property valuations increased again during fiscal year 2020-21 by 5.2% in Elk Grove over the prior year. Expectations are that the City will continue experiencing valuation increases in fiscal year 2021-22. To mitigate the financial impact of the pandemic, many economic stimulus measures have been passed at both the State and Federal levels to assist small businesses, non- profits, homeowners, renters, and families. The City distributed funding it received through Community Development Block Grant funds and the CARES Act during fiscal year 2020-21 to businesses and non-profits and initiated programs such as Great Plates Delivered. During fiscal year 2020-21, the Federal Government passed the American Rescue Plan Act aimed at providing additional stimulus funds for businesses and non- profits and also to provide the first assistance directly to local governments to compen- sate for lost revenue and costs associated with the pandemic. Through this program, the City received approximately $11 million in 2021, with another $11 million anticipated in 2022. Financial Highlights for Fiscal Year 2021 The City prepares two types of financial statements that measure its finances. The gov- ernment-wide statements present a long-term perspective of the City’s assets, liabilities and net assets, as well as its operations. The fund statements provide a short-term per- spective of individual fund’s assets, liabilities and fund balance, as well as the resources flowing in and out during the fiscal year. The General Fund is the main operating fund of the City. Highlights of the City’s financial activities for the fiscal year ending June 30, 2021 in- clude:  City’s assets exceeded its liabilities at June 30, 2021 by $1.5 billion  Cash and investments comprised of $299 million in the City treasury and over $12 million of restricted cash held by fiscal agents.  Net capital assets of $1.1 billion include the City’s entire infrastructure in addition to all other City assets.  As of June 30, 2021, the governmental funds reported combined fund balances of $299 million, of which all is available to meet the City’s current and future needs. 2 STATEMENT OF NET POSITION *Detailed financial reports can be found in the City’s FY 2020-21 ACFR available on the City’s website at http://www.elkgrovecity.org/city_hall/departments_divisions/finance/accounting/ , City Hall or local public libraries. 3 The Statement of Net Position presents information on all of the City’s assets and liabilities, with the difference between the two reported as net position. Over time, increases or decreases in net position may serve as a useful indica- tor of whether the City's financial position is improving or weakening. 2021 2020 Assets Current and other assets 416,077,472$ 354,691,485$ Capital assets 1,126,074,907 1,137,628,916 Total Assets 1,542,152,379 1,492,320,401 Deferred Outflow of Resources Deferred outflows or resources related to pensions 13,580,926 13,278,752 Deferred outflows or resources related to OPEB 10,241,353 15,388 23,822,279 13,294,140 Liabilities Current and other liabilities 39,064,758 32,305,525 Long-term liabilities 72,736,714 52,449,430 Total Liabilities 111,801,472 84,754,955 Deferred Inflows of Resources Deferred inflows of resources related to pensions 1,426,508 1,243,727 Deferred inflows of resources related to OPEB 1,095,535 186,358 2,522,043 1,430,085 Net Position Net investment in Capital 1,087,752,347 1,111,392,631 assets1 Restricted net position2 292,185,610 279,266,731 Unrestricted net position 71,713,187 28,770,139 Total Net Position 1,451,651,144$ 1,419,429,501$ 1Capital Assets less accumulated depreciation and the related debt. 2Asset whose use is restricted by statute or law. Total Net Position For Last Ten Years As noted in the table on the prior page, capital assets are a significant investment for the City. This includes streets, roads, drainage systems and buildings. Since assets are reported net of depreciation, the net position change can decline as the depreciation exceeds reinvestment. Accomplishments The City has been developing a 56-acre site now known as District56 in Laguna Ridge for a variety of years. This 56-acre site includes the Aquatics Center and Commons, Community & Senior Center, Veteran's Hall and Veteran’s Grove, dancing fountain, pub- lic art, and future home of the District56 Library and Cultural Arts Center. The remaining 30 acres on the south side of the property has been designated for the Preserve at Dis- trict56, a passive recreational site with expansion of the west and east parking lots. The Preserve includes a beautiful pond which serves as a focal point of the space. Board- walks and meandering walkways entice visitors to explore the space and lead to a new fitness court, group picnic area, and children’s play area. The Preserve was completed in the fall of 2021. The City continues to focus on improvements in the Old Town Elk Grove Area that will revitalize the existing plaza. The City completed the Old Town Plaza Phase 2 and 3 Pro- ject and the Railroad Street Improvements Project in the summer of 2021. The com- bined project creates a gathering space that celebrates Old Town’s rich heritage and railroad history. The plaza improvements include an entrance plaza, walkways, bike parking, seat wall, lawn/landscaping areas, and a pavilion structure, two new public park- ing lots, as well as new street improvements. On March 9, 2021, the Wilton Rancheria Tribe hosted a groundbreaking ceremony for the Sky River Casino, which is now under construction. To mitigate the potential impacts of the Project, the City and the Tribe executed a Memorandum of Understanding, ap- proved by the City Council in September 2016, that provides funding to the City of Elk Grove, Elk Grove Unified School District, and local non-profit organizations to pay for services such as law enforcement and traffic impacts and compensate for the loss of tax revenue. The total cumulative payment from the Tribe to the community over 20 years is approximately $132 million. They are scheduled to open in late 2022. 4 STATEMENT OF ACTIVITIES *Detailed financial reports can be found in the City’s FY 2020-21 ACFR available on the City’s web-site at http://www.elkgrovecity.org/city_hall/departments_divisions/finance/ accounting/, City Hall or local public libraries. 5 The Statement of Activities provides a record of the money received by the City and spent during the year. Explanations of specific Resources and Services are provided on the following pages. Overall, revenues have continued to increase in spite of the onslaught of COVID and building increased which increases fees and receipts. 2021 2020 Revenues: Program revenues:1 Fees, fines and charges for services 52,774,387$ 46,069,401$ Operating grants and contributions 45,992,929 34,774,193 Capital grants and contributions, debt proceeds 35,594,106 9,617,430 134,361,422 90,461,024 General Revenues:2 Property taxes 31,196,810 29,381,358 Sales and use taxes 34,975,729 29,768,093 Other taxes 11,305,394 10,785,744 Other revenue 3,608,745 14,140,142 81,086,678 84,075,337 Total Revenues 215,448,100 174,536,361 Expenses: General government 28,142,121 19,995,028 Public safety 52,721,661 45,928,962 Public ways and facilities 68,792,816 66,498,261 Community development 13,712,896 10,607,681 Interest on long-term debt 1,038,694 1,003,870 Solid Waste 3,046,795 2,999,283 Transit 10,027,298 10,509,143 Drainage 6,169,730 4,742,055 Revenue Neutrality 5,648,413 6,295,158 Total Expenses 189,300,424 168,579,441 Change in Net Position 26,147,676 5,956,920 Net Position - Beginning, as restated 1,425,503,468$ 1,419,429,501$ Net Position - Ending 1,451,651,144$ 1,425,386,421$ 1Revenues derived directly from, fees, charges and grants 2All revenues that are not related to programs Where the money comes from... Revenues 6 Fees, fines and charges for services - payments received directly by the City for services performed. Includes fees such as development services fees, code enforcement fines, utility payments and business licenses. Operating grants and contributions - monies received from parties outside the City and are generally restricted to one or more specific programs. Includes revenue types such as Transit funding, street funding like Measure A and assessments, vehicle licensing fees from the State and Police Grants from other governmental agencies for public safety. Capital grants and contributions - monies received for capital purposes, to purchase, construct, or renovate capital assets associated with a specific program. Includes items such as Measure A financing for constructing roadways and highway interchanges. Property taxes - 5 to 6% of property tax collected by the County and allocated to the City. The City further shares 50% of the property taxes with the County of Sacramento per the Revenue Neutrality agreement implemented at incorporation that decreases to 40% in FY 2021-22. See expense on the following page. Sales and use taxes - 1% sales tax collected on retail sales in the City. Other taxes - smaller taxes collected by the City such as Utility User Tax and Transient Occupancy Tax. Other revenue - interest earned on investments of idle funds and any revenue that does not readily fit into a previously listed category. Where the money goes... Expenses 7 *Detailed financial reports can be found in the City’s FY 2020-21 ACFR available on the City’s website at http://www.elkgrovecity.org/city_hall/departments_divisions/financi/accounting, City Hall or local public libraries. Public ways and facilities - reflects expenses associated with the repair, construction, acquisition and maintenance of public roads and bicycle overcrossing. Public safety - includes all aspects of law enforcement. Recylcing and Waste - expenses associated with refuse and recycling. Transit - represents expenses associated with operation of public transportation, including busses and paratransit. General government - includes expenses for the administrative offices including the City Council, City Manager, City Attorney, Finance, Human Resources, City Clerk, Insurance and general administration of the City. Community development - reflects services provided to residents and businesses including Planning, Building, Code Enforcement, Communications and Youth Commission. Revenue Neutrality - agreement between City and County at incorporation lasting 25 years to ensure the County remains revenue neutral by receiving a portion of the City's property tax. Interest on long-term debt - indirect expense of interest paid on general long- term debt incurred by governmental capital improvements. Drainage - maintenance of storm water drainage system. Total Revenues & Expenses Last Ten Fiscal Years Where Your Property Tax Dollar Goes… Revenue Neutrality—Property owners are levied one percent of appraised value for annual property tax payment. Of this payment, an average of 5.7 cents is allo- cated to the City annually to provide services. At incorporation, the City accepted that a portion of the property taxes generated within City would be retained by the County to hold them revenue neutral. As a result, the City nets only 50% of those funds (2.9 cents of total tax payment) as available for services. This agreement will phase out over time ending in fiscal year 2026. 8 Operational expenses have balanced each year or have been less than operations, but capital projects typically span multiple years and may expend funds that have accumulat-ed over time. The spike in revenue for 2017 is due to debt refinancing of the Laguna Ridge CFD 2005-1 that provided capital project funding to the City of $72.7 million. Patrick Hume Councilmember Stephanie Ngyuen Vice Mayor Bobbie Singh- Allen Mayor City of Elk Grove Council District Map District 3 9 Darren Suen Councilmember District 1 District 2 Kevin Spease Councilmember District 4 City of Elk Grove Facts* Population 178,124 Area 42 square miles Elevation 45 feet Miles of Streets 553 Miles of Sidewalk 899 Streetlights 13,885 Traffic Signs 23,657 Manholes 8,162 Feet of Pipe 2,121,685 Storm Drain Inlets 12,745 Sales Tax Rate 7.75% Averages Low Temperature 24-44 degrees Median Age 37.5 years High Temperature 80-115 degrees Median Home Price - Annual Precipitation 22” October to April $628,049 *Estimates **Population has increased 1.2% over the previous year. The City is the second largest incor-porated city within Sacramento County. Current City Council as of December 31, 2020 Visit the City of Elk Grove Website at http://www.elkgrovecity.org The City’s website includes information about:  Councilmembers  Council Meetings  Council Agenda  Job Opportunities  City Permits and Forms  City Newsletter  Department Contact Information  Purchasing Bid Solicitation Financial Information  Budget  Annual Financial Statements (ACFR)  Elk Grove Annual Report to the Community  Development Related Fee Information  Mello Roos CFD’s  Development Impact Fee Deferral Program Online Services  City of Elk Grove Police Department EGPD Daily Watch Summary  Transit Services Purchase e-tran and e-van passes e-tran Interactive Route Map  GIS Mapping Tool  Apply for Pet License  Ask Elk Grove App-questions  Submit & View Building Permits  Apply or Renew Business Licenses  Track your Code Enforcement Case  Pay Utility Bill  Apply for City Jobs 10 The Government Finance Officers Association of the United States and Canada (GFOA) has given an Award for Outstanding Achieve- ment in Popular Annual Financial Reporting to the City of Elk Grove for its Popular Annual Financial Report for the fiscal year ended June 30, 2020. The Award for Outstanding Achievement in Popular Annual Financial Reporting is a prestigious national award recog- nizing conformance with the highest standards for preparation of state and local government financial reports. In order to receive an Award for Outstanding Achievement in Popu- lar Financial Reporting, a government unit must publish a Popular Annual Financial Report, whose contents conform to program standards of creativity, presentation, understandability and reader appeal. An Award for Outstanding Achievement in Popular Annual Financial Reporting is valid for a period of one year only. We believe our cur- rent report continues to conform to the Popular Annual Financial Reporting requirements, and we are submitting it to GFOA. City of Elk Grove Finance Department 8401 Laguna Palms Way Elk Grove, CA 95758 (916)683-7111 www.elkgrovecity.org