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HomeMy WebLinkAboutCity of Wood Dale - Public Financial ReportRESIDENTS OF WOOD DALE, We are pleased to present to you the City’s Popular Annual Financial Report for the fiscal year ended April 30, 2021. This report provides a highly summarized presentation of how the City allocates its monies to deliver the essential public services you deserve and expect. The financial information in this report is derived from the City’s 2021 Annual Comprehensive Financial Report (ACFR), which represents the City’s official audited financial statements, and conforms with the Generally Accepted Accounting Principles (GAAP). This report is available on the City’s website. The City received its 33rd consecutive Certificate of Achievement Award for Excellence in Financial Reporting from the Government Finance Officer’s Association (GFOA) of the United States and Canada for the fiscal year ending April 30, 2020. The Certificate of Achievement is considered the highest form of recognition in the area of governmental accounting and financial reporting. Also, the City recently received the Distinguished Budget Presentation from the GFOA for the fiscal year ended April 30, 2020. This represents the tenth consecutive year the City has received this award upon nine consecutive entries. These awards not only attest to the dedication and professionalism of the entire Finance Department staff, but reflect the City’s strong commitment to fiscal accountability and integrity. All of these financial reports, along with other financial documents are available on the City’s website, www.wooddale.com. This report is available online and your aldermen will be given copies for distribution, upon request. For more detailed information, please refer to the City’s ACFR, which can be found on the City’s website. If you have any questions regarding the information presented on the following pages, or any other City financial report, please contact Finance Director Brad Wilson at (630) 766-4900. Sincerely, Jeffrey R. Mermuys Bradley W. Wilson City Manager Finance Director 2 VISION The City of Wood Dale exists to serve the needs and interests of its present and future citizens by providing quality police and public services, a healthy environment, attractive amenities, a sense of community and ethical representation.  The City will endeavor to reflect community values in an effective, responsible, efficient and visionary manner. ABOUT WOOD DALE With a history rich in culture and progress, the area now known as the City of Wood Dale first served as hunting grounds for the Indians that inhabited the area. Part of the Sioux nation, the Winnebago Indian tribe gave up the grounds as part of a treaty negotiated with the state of Illinois in the early 1800s. Early settlers to the area made claim to land near Salt Creek which became known as Dunklee’s Grove. History recognizes Edward Lester and his family as the most significant contributors to the City of Wood Dale’s founding and success. It was Frederick Lester, Edward’s youngest son, who led a group that persuaded the Chicago and Pacific Railroad to build a track through some of the properties in Dunklee’s Grove. The progressive character of the area was sparked as the community took advantage of its place along the railroad which stretched from Chicago to Elgin. With easy access to this sophisticated mode of transportation, industry developed and the population swelled. By 1928 there was sufficient support of the region to become incorporated, creating the Village of Wood Dale. Wood Dale officially became a City in May of 1971. Wood Dale grew slowly through World War II, but beginning in the 1960s the population grew more rapidly - from 3,071 in 1960 to over 11,000 by 1980. Today, with a population of 14,012, the City offers excellence in public safety, city services, recreation, and educational opportunities. Wood Dale is surrounded by over 650 acres of forest preserves, and plays host to over 106 acres of parks, two golf courses, and a public swimming pool. The City’s proximity to Chicago, O’Hare Airport, and several major interstate highways, as well as numerous shopping areas and restaurants make Wood Dale an ideal place for families and businesses alike. With an emphasis on economic growth in its industrial district and downtown areas, Wood Dale is on the road to reshaping its place in the near west suburbs. INSIDE THIS REPORT 3 Introduction 3 About Wood Dale 4 Popular Award 5 Elected Officials 5 City Government 6 Understanding Government Finances 7 City Revenues 8 City Expenses 9 Property Taxes 10 Financial History 11 City Projects 12 Condensed Financial Statements 16 Community Directory 3 POPULAR AWARD The Government Finance Officers Association of the United States and Canada (GFOA) has given an Award for Outstanding Achievement in Popular Annual Financial Reporting to the City of Wood Dale for its Popular Annual Financial Report for the fiscal year ended April 30, 2020. The Award for Outstanding Achievement in Popular Annual Financial Reporting is a prestigious national award recognizing conformance with the highest standards for preparation of state and local government popular reports. In order to receive an Award for Outstanding Achievement in Popular Annual Financial Reporting, a government unit must publish a Popular Annual Financial Report, whose contents conform to both Generally Accepted Accounting Principles (GAAP) and also 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. The City of Wood Dale has received a Popular Award for the last 10 consecutive years. We believe our current report continues to conform to the Popular Annual Financial Reporting requirements, and we are submitting it to GFOA.44 CITY GOVERNMENT The City of Wood Dale operates under the council-manager form of government. A Mayor, City Clerk, and City Treasurer are elected at- large, while eight aldermen are elected from four wards. The Mayor and City Council hire a full-time City Manager who is responsible for day-to-day operations of the City. Together, these individuals lead the City by approving the Annual Operating Budget, formulating long-term strategic plans, and mapping a path for the City’s continued progress. Several committees and special commissions meet to assist City Council with developments, City improvements, and community events. The City Council meets on the first and third Thursday of each month at 7:30 p.m. at City Hall. CITY HALL 404 N. Wood Dale Road M-F: 8:30 a.m.-4:30 p.m. (630) 766-4900 DEPARTMENTS Clerk’s Office: (630) 787-3709 Community Development: (630) 766-5133 Dial-A-Ride: (630) 787-3763 Finance: (630) 766-4900 Police Department: (630) 766-2060 Police Emergency: 911 Utility Billing: (630) 766-5228 Wastewater: (630) 350-3542 PUBLIC WORKS 720 N. Central Avenue (630) 350-3530 M-F: 7 a.m.-3:30 p.m. CITY COUNCIL ELECTED OFFICIALS May 2021 - April 2023 Nunzio Pulice (630) 595-8545 npulice@wooddale.com Alderman Ward 1 Alderman Ward 1 Alderman Ward 2 Alderman Ward 2 Alderman Ward 3 Alderman Ward 3 Alderman Ward 4 Alderman Ward 4 Mayor Gandolfo “Randy” Messina (630) 962-0398 rmessina@wooddale.com Michael Curiale (630) 788-6507 mcuriale@wooddale.com Art Woods (630) 886-5163 awoods@wooddale.com Peter A. Jakab (708) 557-2686 pjakab@wooddale.com Sonny Sorrentino (312) 307-0859 ssorrentino@wooddale.com Nadine Ames (630) 936-8556 names@wooddale.com Mike Susmarski (630) 956-1600 msusmarski@wooddale.com Antonino “Tony” Catalano (630) 350-9646 acatalano@wooddale.com Sandra L. Porch (630) 595-8923 sporch@wooddale.com Lynn Curiale (630) 787-3709 lcuriale@wooddale.com Treasurer Clerk 5 KEEP IT LOCAL The City receives 2% of every dollar spent in Wood Dale on the purchase of general merchandise. By spending your dollars locally, you help support the essential functions of your City. 6 UNDERSTANDING GOVERNMENT FINANCE The City of Wood Dale, like most municipalities, uses an accounting system known as “fund accounting.” Fund accounting is a method of accounting where assets and liabilities are grouped according to the purpose for which they are to be used. City funds can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. The City maintains ten individual governmental funds. These funds cover the City’s basic services including public safety, transportation, general government administration, physical environment, and general services. Governmental funds are considered “expendable,” meaning the expectation is that they will be spent each fiscal year. The City has three funds which fall into the category of proprietary funds. These funds encompass services primarily funded through user charges. Proprietary funds are non- expendable, meaning these funds are intended to be self-sufficient. Fiduciary funds cover items the City is holding for someone else, which is in a trust or agency capacity. The City of Wood Dale maintains two fiduciary funds; the Police Pension Fund (a pension trust fund) and the Special Service Area Fund (an agency fund). City Service Fees $9.65 million Charges paid by the City’s water and sewer customers, refuse collection charges, and parking fees. All these fees go toward the services for which they are collected. No utility, refuse, or parking charges are used to support general operations. State Shared Sales Taxes & Income Taxes $8.18 million The City receives 1% of the State of Illinois 6.25% sales tax as well as a per capita share of the State income tax. These revenues are used to pay for general operations. Property Taxes $5.81 million The City collects approximately 7.35% of the total property taxes levied on Wood Dale property owners. Utility Taxes $1.74 million Taxes on telecommunications, electricity, and natural gas. These taxes help fund City road maintenance and other infrastructure projects. Permits, Licenses, & Other Fees $2.01 million Revenue includes building permits, vehicle stickers, cable franchise fees, business licenses, and liquor licenses used to pay for general operations and special programs. Investment Proceeds & Other Revenue $3.28 million Income earned on City funds and miscellaneous revenue from other sources. TOTAL $30.68 MILLION FISCAL YEAR 2021 CITY REVENUES 7 Water and Sewer Services $8.24 million The City provides water and sewer to nearly 5,000 utility customers. All costs to deliver water and maintain the 75 miles of water mains and 68 miles of sanitary sewer mains are paid with fees charged to customers. Public Safety $8.26 million The Wood Dale Police Department responds to over 17,000 calls for service each year. General Government Services $5.90 million Includes costs such as maintaining facilities, as well as building and zoning, administrative and financial. Roadway Repair and Maintenance $4.92 million Includes costs to maintain the City’s 70 miles of roadway and related capital infrastructure, including major improvement projects. Refuse Pickup $1.19 million Includes the cost to provide weekly refuse, yard waste, and recycling collection services to more than 3,000 residential customers. Recreation $0.21 million Includes the costs to keep the City attractive to residents and tourists. Also includes the annual Prairie Fest. Economic Development $0.52 million Costs related to the Thorndale Corridor TIF District. Parking $0.16 million Costs to maintain the City’s Metra station lot. Expenses are paid by permit and daily parking fees. TOTAL $29.41 MILLION FISCAL YEAR 2021 CITY EXPENSES 8 7 7 CITY PROPERTY TAXES Where Do My Property Taxes Go? Property taxes paid by Wood Dale residents are divided between many taxing districts. For year ended April 30, 2020, the portion of the typical property taxes for the City of Wood Dale is 7.42%. Grade School District 30.83¢ High School District 27.51¢ Park District 6.25¢ City 7.42¢ Fire Dis-trict 12.36¢ Library 6.32¢ College of DuPage 2.86¢ DuPage County 2.24¢ Forest Preserve 1.68¢ Township Road 1.50¢ Township 0.84¢ DuPage Airport 0.19¢ FAST FACT The City is a Non-Home Rule Municipality, thus it follows the Illinois Tax Caps to restrict the an-nual growth in property taxes, which restricts property tax growth to the lesser of 5% or CPI. Property Taxes Collected by City Last 10 Years 9 WHERE DO MY PROPERTY TAXES GO? Property taxes paid by Wood Dale residents are divided between many taxing districts. For year ended April 30, 2021, the portion of the typical property taxes for the City of Wood Dale is 7.42%. DID YOU KNOW? Wood Dale is a non-home rule municipality and follows the Illinois Tax Caps to restrict annual growth in property taxes, which restricts property tax growth to the lesser of 5% or Consumer Price Index. PROPERTY TAXES COLLECTED BY WOOD DALE (10-YEAR PERIOD) 1,900,0002,000,0002,100,0002,200,000 2,300,0002,400,0002,500,0002,600,0002,700,0002,800,0002,900,0003,000,0003,100,0003,200,0003,300,000 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Grade School District 30.42 High School District 27.83 Fire District 12.55 City 7.46 Library 6.38 Park District 6.27 College of DuPage 2.90 DuPage County 2.21 Forest Preserve 1.65 Township Road 1.27 Township 0.85 DuPage Airport 0.20 CITY OF WOOD DALE FINANCIAL HISTORY Wood Dale has kept a vigilant eye on income and spending in recent years due to the sudden downturn of the economy. Below is a chart of annual revenues from state taxes which shows the changes in year-to-year income to Wood Dale. Note, the City enacted the “Non- Home Rule Sales Tax” in 2008. A comparison of spending by category between fiscal years 2021 and 2020 demonstrates the success of that effort. 10 Street Resurfacing 0 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 7,000,000 8,000,000 9,000,000 10,000,000 2021 2020 City Expenses 2021 vs. 2020 General Government Public Safety Highway, Storm Sewer, & Streets Water & Sewer Sanitation Recreation Economic Development Commuter Parking Lot 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2017 2018 2019 2020 2021 State Revenues Fiscal Years 2017 -2021 Income Tax NHRST Sales Tax Use Tax Telecom Tax MFT CITY PROJECTS An important function of the Capital Improvements Plan, that is drafted and refined by the City Council, is to anticipate improvements vital to the community. The plan is continually updated as projects move through completion, and others are added. MAJOR PROJECTS COMPLETED IN 2021 • Continue/Complete FY2020 construction-in-progress • Continued implementation of the Citywide storm water master plan • Resurfaced over 1.2 miles of roadways • Continued Citywide street lighting improvements • Continued reforesting of city’s right of way • Continued Water/Sewer SCADA system upgrades MAJOR PROJECTS PLANNED IN 2022 • Continue/Complete FY2021 construction-in-progress • Continue Rear Yard Drainage Program • Continued street resurfacing & sidewalk replacement • Continued Water/Sewer SCADA system upgrades • Continued implementing Strategic Plan • Implementation of the new city wide ERP software • Issued $6 million for the construction of a new stormwater facility within Wards 2 and 3 as part of a larger, regional stormwater mitigation project. • Continue to expand the use of the beet juice and other salt brine mixes to aid in snow removal operations in an effort to lower our overall salt usage. • Continue replacing the ORION water meters with “ME” style water meters continuing to provide greater accountability for the water system. For a more complete list and breakdown of past, current, and future city planned projects, visit www.wooddale.com for the City’s current Capital Improvement Plan.11 The City of Wood Dale strives to keep its residents informed of upcoming neighborhood improvement projects that affect them. Through targeted mailings and timely communication, our goal is to lessen any inconveniences faced during construction. Visit wooddale.com/improvements Follow us on Twitter @wdimprovements Street Resurfacing Sidewalk Replacement Stormwater Improvement 12 CONDENSED FINANCIAL STATEMENTS STATEMENT OF NET POSITION The statement of net position provides a “snapshot” of where the City stood financially at the close of the fiscal years, April 30, 2021 and 2020. Simply stated, it is total assets minus total liabilities. Net position represent the City’s ownership (equity) in the assets in its possession. A portion of this ownership (invested in capital assets, net of related debt) represents the City’s investment in capital assets—land, buildings, improvements, equipment, and infrastructure (streets, drains, sewers, etc.) Another portion (restricted net assets) represents assets that can only be used for the redemption of debt, purposes specified by law or trust agreements, or having other external restrictions. Unrestricted net assets represent amounts that may be used by the City for any legal purpose. Governmental activities are for the operation of the City that relate to administration, police, finance, building, and streets. Business-type refer to the water/sewer system, commuter parking, and garbage collection. Total Primary is the total of the entire City. SPECIAL EVENTS The City of Wood Dale hosts multiple community events including the popular Prairie Fest, which draws crowds from all over the Chicagoland area. In addition to the festival, the City holds monthly car shows, concerts and outdoor movies throughout the summer. The City’s Trunk or Treat and Tree Lighting at City Hall have become seasonal staples, and the annual Memorial Day Parade brings crowds of thousands to unofficially kick off the season. Visit www.wooddale.com for a list of all upcoming events. 12 13 STATEMENT OF NET POSITION 2021 2020 2021 2020 2021 2020 ASSETS Current and Other Assets 23,654,773$ 29,822,501$ (1,145,950)$ (918,627)$ 22,508,823$ 28,903,874$ Capital Assets 87,409,883 77,766,623 49,187,839 50,128,493 136,597,722 127,895,116 Total Assets 111,064,656 107,589,124 48,041,889 49,209,866 159,106,545 156,798,990 Deferred Outflows of Resources 6,952,428 8,729,981 865,716 909,348 7,818,144 9,639,329 LIABILITIES Long-Term Liabilities 36,509,106 42,781,981 23,667,197 25,381,534 60,176,303 68,163,515 Other Liabilities 7,045,612 3,249,418 2,771,726 3,121,955 9,817,338 6,371,373 Total Liabilities 43,554,718 46,031,399 26,438,923 28,503,489 69,993,641 74,534,888 Deferred Inflows of Resources 9,025,257 5,716,045 999,830 647,759 10,025,087 6,363,804 NET ASSETS Net Investment in Capital Assets 76,541,739 66,520,219 24,851,374 24,950,168 101,393,113 91,470,387 Restricted 3,482,716 1,872,805 - - 3,482,716 1,872,805 Unrestricted (14,587,346) (3,725,705) (3,382,522) (3,982,202) (17,969,868) (7,707,907) Total Net Position 65,437,109$ 64,667,319$ 21,468,852$ 20,967,966$ 86,905,961$ 85,635,285$ Statement of Net Position Total Primary Government Governmental Activities Business-Type Activities STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN NET ASSETS The Statement of Revenues, Expenditures, and Changes in Net Assets summarizes the reasons behind the change in the City’s net assets. This statement is also divided between Governmental and Business-Type Activities (proprietary funds). Revenues are the money collected by the City to maintain operations. Program revenues are derived from City activities such as building permits and police tickets. General revenues are remitted to the City by another entity. For example, the property taxes come from the County, Sales Taxes come from the state. The financial data presented in the PAFR is derived from the City of Wood Dale’s ACFR (Annual Comprehensive Financial Report) and consistent with Generally Accepted Accounting Principals. The PAFR and other financial reports including the ACFR, Budgets, and CIP documents for prior years can be found on the city’s website at www.wooddale.com/city- departements/finance/financial-reports. CONDENSED FINANCIAL STATEMENTS14 STATEMENT OF ACTIVITIES 15 2021 2020 2021 2020 2021 2020 Revenue Program Revenues Charges for Services 2,010,928$ 2,226,578$ 9,654,681$ 9,083,012$ 11,665,609$ 11,309,590$ Operating Grants and Contributions 1,238,099 546,030 - - 1,238,099 546,030 Capital Grants 706,280 37,952 - - 706,280 37,952 General Revenues - - Property Taxes 5,811,076 5,303,337 - - 5,811,076 5,303,337 Other Taxes 10,019,125 10,291,782 - - 10,019,125 10,291,782 Other Revenue 1,120,139 326,487 119,517 257,378 1,239,656 583,865 Total Revenues 20,905,647 18,732,166 9,774,198 9,340,390 30,679,845 28,072,556 Expenses General Government 5,600,469 6,531,884 - - 5,600,469 6,531,884 Public Safety 8,259,222 9,330,076 - - 8,259,222 9,330,076 Highway and Streets 4,920,146 4,356,877 - - 4,920,146 4,356,877 Recreation 211,015 409,983 - - 211,015 409,983 Economic Development 522,601 469,080 - - 522,601 469,080 Debt Service 303,794 - - - 303,794 - Waterworks and Sewer - - 8,242,979 8,363,868 8,242,979 8,363,868 Parking - - 160,273 182,596 160,273 182,596 Sanitation - - 1,188,670 1,091,150 1,188,670 1,091,150 Total Expenses 19,817,247 21,097,900 9,591,922 9,637,614 29,409,169 30,735,514 Transfers (318,610) 250,000 318,610 (241,832) - 8,168.00 Change in Net Position 769,790$ (2,115,734)$ 500,886$ (539,056)$ 1,270,676$ (2,654,790)$ Net Position, May 1 64,667,319$ 66,783,053$ 20,967,967$ 21,507,023$ 85,635,286$ 88,290,076$ April 30 65,437,109$ 64,667,319$ 21,468,853$ 20,967,967$ 86,905,961$ 85,635,286$ GovernmentActivitiesActivities Business-Type Total Primary Statement of Activities Governmental NEWSLETTER The City’s bi-monthly Community Newsletter is comprised of news and events from the various Wood Dale taxing bodies (City, Fire District, Library District, Park District and School Districts). Newsletters are mailed to residents every other month. Newsletters may also be picked up at City Hall, and an electronic newsletter is distributed monthly. Sign up at www.wooddale.com. SOCIAL MEDIA • CityOfWoodDale Council meetings, Committee of the Whole meetings, Community Development Commission meetings, City information and more. • CityOfWoodDale • WoodDalePolice • linkedin.com/company/city-of-wood-dale WEBSITE www.wooddale.com COMMUNITY DIRECTORY Wood Dale City Hall 404 North Wood Dale Road, Wood Dale (630) 766-4900 Wood Dale Park District 111 East Foster Avenue, Wood Dale (630) 595-9333 Wood Dale Police 404 North Wood Dale Road, Wood Dale (630) 766-2060 Wood Dale Public Works 720 North Central Avenue, Wood Dale (630) 350-3530 Wood Dale Utilities 269 West Irving Park Road, Wood Dale (630) 350-3542 Wood Dale Chamber of Commerce 520 North Wood Dale Road, Wood Dale (630) 595-0505 Wood Dale Fire District 589 North Wood Dale Road, Wood Dale (630) 766-1147 Wood Dale Post Office 270 North Wood Dale Road, Wood Dale (630) 766-0504 School District #7 543 North Wood Dale Road, Wood Dale (630) 595-9510 School District #100 1000 West Green Street, Bensenville (630) 766-2500 Addison Township 401 North Addison Road, Wood Dale (630) 530-8161 DuPage County 421 North County Farm Road, Wheaton (630) 682-7000 CONNECT WITH US 16