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HomeMy WebLinkAboutCentral Savannah River Area Regional Commission - Public Financial Report CENTRAL SAVAN NAH RIVER AREA REGIONAL COMMISSION AUGUSTA, GEORGIA . , . . . - � � � . . � , ; . - . � . . • . � ANNUAL COMPREHENSIVE FINANCIAL REPORT FISCAL YEAR ENDED JUNE 30, 2022 Burke Columbia Glascock Hancock Jefferson Jenkins Lincoln McDuffie Richmond Taliaferro Warren Washington Wilkes PREAMBLE OF THE CSRA REGIONAL COMMISSION It is hereby affirmed that the local units of government in the CSRA have many common concerns that transcend their individual borders; the destinies of each unit rest with the interdependent actions of the family of local governments, which comprise the Central Savannah River Area. It is vital to retain local home rule while providing resources to meet area wide challenges beyond the capabilities of individual units; expansion of the concept of multi-county cooperation among units of local governments is an effective means of achieving this vital goal; and cooperation must be fostered in two ways, by strengthening the abilities of local governments to meet individual local needs and by developing an association of local government to meet common regional concerns. CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION ANNUAL COMPREHENSIVE FINANCIAL REPORT FOR THE FISCAL YEAR ENDED J U N E 30, 2022 Prepared by the Department of Finance and Administration Jennifer Sankey, CPA Chief Financial Officer INTRODUCTORY SECTION CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION ANNUAL COMPREHENSIVE FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 30, 2022 TABLE OF CONTENTS Paqe INTRODUCTORY SECTION Tableof Contents.................................................................................................................................................. i—iv Letterof Transmittal .............................................................................................................................................v—x Certificate of Achievement for Excellence in Financial Reporting.......................................................................xi Executive Committee and Principal Staff...............................................................................................................xii ... rganizational hart.................................................................................................................................................xiii LocationMap.............................................................................................................................................................xiv FINANCIAL SECTION IndependentAuditor's Report.............................................................................................................................1 —5 ManagemenYs Discussion and Analysis..........................................................................................................6— 18 Basic Financial Statements: Government-wide Financial Statements: Statementof Net Position ............................................................................................................................19 Statementof Activities .................................................................................................................................20 Fund Financial Statements: Balance Sheet—Governmental Funds .......................................................................................................21 Statement of Revenues, Expenditures and Changes in Fund Balances— GovernmentalFunds..............................................................................................................................22 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities................................................................................................................23 Statement of Net Position —Proprietary Funds........................................................................................ 24 Statement of Revenues, Expenses and Changes in Fund Net Position— ProprietaryFunds.....................................................................................................................................25 Statement of Cash Flows— Proprietary Funds..............................................................................26 and 27 Statement of Fiduciary Net Position— Fiduciary Funds..........................................................................28 Statement of Changes in Fiduciary Net Position— Fiduciary Funds.....................................................29 Notes to Financial Statements.............................................................................................................30—60 i CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION ANNUAL COMPREHENSIVE FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 30, 2022 TABLE OF CONTENTS (CONTINUED) Paae COMBINING AND INDIVIDUAL FUND STATEMENTS AND SCHEDULES Combining Statement of Net Position—Component Units...................................................................................61 Combining Statement of Activities—Component Units........................................................................................62 Combining Schedule of Revenues, Expenses and Changes in Net Position—Component Units.......................................................................................................................63 Combining Schedule of Cash Flows—Component Units.........................................................................64 and 65 Combining Schedule of Net Position—CSRA Resource Development Agency, Inc. (a component unit).......................................................................................................................66 Combining Statement of Revenues, Expenses and Changes in Fund Net Position —CSRA Resource Development Agency, Inc. (a component unit)...............................................................................................................................................67 Combining Statement of Cash Flows—CSRA Resource Development Agency, Inc......................................................................................................................68 and 69 Grants and Contracts Fund —Schedule of Revenues and Expenditures by Activity—Budget and Actual...............................................................................................................70—72 Schedule of Revenues and Expenditures—Budget and Actual: Georgia Department of Human Services: AreaAgency on Aging ................................................................................................................................ 73 FamiliesFirst Services Program................................................................................................................ 74 CARESAct Services Program.................................................................................................................... 75 Consolidated Appropriations Act 2021...................................................................................................... 76 Coordinated Transportation Program........................................................................................................ 77 Georgia Department of Community Health: Community Care Services Program Care Coordination.......................................................................... 78 Georgia Department of Economic Development Workforce Division— Workforce Investment Act Grants.............................................................................................................. 79 U.S. Department of Commerce: Economic Development Administration 301(B) Planning Grant PYE 12/22.......................................... 80 Economic Development Administration COVID-19 Recovery and ResiliencyProject..................................................................................................................................... 81 U.S. Department of Defense—Office of Economic Adjustment: Fort Gordon Growth Management Plan..................................................................................................... 82 Fort Gordon Compatible Use and Joint Land Use Studies..................................................................... 83 ii CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION ANNUAL COMPREHENSIVE FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 30, 2022 TABLE OF CONTENTS (CONTINUED) Paae COMBINING AND INDIVIDUAL FUND STATEMENTS AND SCHEDULES (CONTINUED) Schedule of Revenues and Expenditures— Budget and Actual (Continued): Georgia Department of Transportation: Planning Agreement—State Planning and Research.............................................................................. 84 TIA Agreement for Administrative Services.............................................................................................. 85 Georgia Department of Natural Resources: HistoricPreservation................................................................................................................................... 86 Georgia Department of Community Affairs: FY2022 Support Contract........................................................................................................................... 87 REVAMP/MAP-21 Program.......................................................................................................................... 88 Local Contracts and Activities: Preparation of Community Development Block Applications for Members.......................................... 89 Administration of CDBG Contracts for Members—COVID ..................................................................... 90 Administration of CDBG Contracts for Members—ARPA....................................................................... 91 Administration of CDBG Contracts for Members..................................................................................... 92 Administration of Transportation Enhancement Grants for Members................................................... 93 Preparation of Hazard Mitigation Plans for Members.............................................................................. 94 Local Government Technical Assistance.................................................................................................. 95 Administration of CSRA Business Lending—Component Units............................................................ 96 Schedule of Indirect Costs—Budget and Actual................................................................................................... 97 Schedule of Fringe Benefits—Budget and Actual ................................................................................................ 98 Scheduleof Allocation Base.................................................................................................................................... 99 Schedule of Facilities Cost Allocated — Budget and Actual............................................................................... 100 Schedule of City/County Assessments..................................................................................................101 and 102 STATISTICAL SECTION Description of Statistical Section Schedules NetPosition by Component...................................................................................................................................103 Changesin Net Position...............................................................................................................................104— 106 Fund Balances of Governmental Funds...............................................................................................................107 Changes in Fund Balances of Governmental Funds ..........................................................................................108 iii CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION ANNUAL COMPREHENSIVE FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 30, 2022 TABLE OF CONTENTS (CONTINUED) Paae STATISTICAL SECTION (CONTINUED) Schedule of Indirect Costs, Fringe Benefits and Allocation Base...................................................... 109 and 110 PrincipalRevenue Payers......................................................................................................................................111 Chargeable and Non-Chargeable Staff Hours and Full-Time Equivalentsby Activity....................................................................................................................................112 Summary of Loan Activity by Fiscal Year—Component Units..........................................................................113 Scheduleof Insurance in Force.............................................................................................................................114 Population of Counties in the Central Savannah River Area.............................................................................115 UnemploymentRate...............................................................................................................................................116 MiscellaneousStatistics.........................................................................................................................................117 SINGLE AUDIT SECTION 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 GovernmentAuditing Standards................................................. 118 and 119 Independent Auditor's Report on Compliance for Each Major Program and on Internal Control Over Compliance Required by the Uniform Guidance............................................120— 122 Schedule of Expenditures of Federal Awards .......................................................................................123 and 124 Notes to Schedule of Expenditures of Federal Awards............................................................................ 125— 128 Schedule of Findings and Questioned Costs........................................................................................129 and 130 Summary Schedule of Prior Year Findings.......................................................................................................... 131 iv CENTRAL SAVANNAH RIVER AREA ������-"�- �� . � �. REGIONAL COMMISSION � . . � 3626 Walton Way Extension, Suite 300 Augusta, GA 30909 - (706) 210-2000 • fax (706) 210-2006 - www.csra rc.ga.gov L E N D I N G Counties ser�ed: January 27, 2023 Burke Chairperson, Council Members, Members of the Columbia Central Savannah River Area Regional Commission and Citizens of the CSRA Glascock Ladies and Gentlemen: Hancock �/�/e are pleased to present the Annual Comprehensive Financial Report ("ACFR") of the Central Savannah River Area Regional Commission (the Commission) for the fiscal year ("FY") ended Jefferson June 30, 2022. State law requires the Commission to keep books of account reflecting all funds received, expended, and administered by the Commission, which shall be independently audited Jenkins at least once in each fiscal year. Such audit shall be conducted in conformity with generally accepted government auditing standards ("GAAS") by a licensed certified public accountant. This report is published to fulfill that requirement for the fiscal year ended June 30, 2022. Lincoln Management assumes full responsibility for the completeness and reliability of all of the information McDuffie contained in this report, based upon a comprehensive framework of internal control that it has established for this purpose. Because the cost of internal controls should not exceed anticipated benefits, the Commission's comprehensive framework of internal controls is designed to provide Richmond reasonable rather than absolute assurance that the financial statements will be free from material misstatement. Taliaferro Mauldin & Jenkins, LLC has issued an unmodified ("clean") opinion on the Commission's financial Warren statements for the fiscal year ended June 30, 2022. The independent auditor's report is presented as the first component of the financial section of this report. Washington The independent audit of the financial statements of the Commission was part of a broader, federally mandated "Single Audit" designed to meet the special needs of federal grantor agencies. Wilkes The standards governing a Single Audit engagement require the independent auditor to report not only on the fair presentation of the financial statements, but also on the Commission's internal controls and compliance with legal requirements, with special emphasis on internal controls and legal requirements involving the administration of federal awards. These reports can be found in the single audit section of this report. �,F���,,,, For information on the Area Agency on Aging(AAA),a division of the CSRA Regional Commission,call(706)210-2018 or toll free �� (and TDD) 1-888-922-4464. The AAA is your"Gateway to Community Resources"for senior citizens and those with disabilities. B'>'` Auxiliary aids and services available upon request to individuals with disabilities. The CSRA Regional Commission is an Equal Opportunity Employer and Provider. The Management's Discussion and Analysis ("MD&A") immediately follows the independent auditor's report and provides a narrative introduction, overview, and analysis to accompany the basic financial statements. MD&A complements this letter and should be read in conjunction with it. PROFILE OF THE CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION The Central Savannah River Area Regional Commission succeeded the former Central Savannah River Area Regional Development Center (the "Center") effective July 1, 2009. The O.C.G.A. §50-8-41 provided for this succession. All contractual obligations to employees, other duties, rights, and benefits of the Center automatically became duties, obligations, rights, and benefits of the successor Commission. The Commission is a special purpose local government existing under the authority of Georgia law as provided for by the O.C.G.A. §50-8-41. The responsibilities and authority of the Commission are contained in §50-8-30 through §50-8-67 of O.C.G.A. The Commission assists local governments in planning for common needs, cooperating for mutual benefit, and coordinating for sound regional development. Membership assessments, federal, state, local, and private grants/contracts finance operations of the Commission. Grants from federal, state, and other sources are the primary sources of revenues permitting the Commission to meet its responsibilities. The Commission's membership consists of the 13 counties and 39 cities in east Georgia, known as the Central Savannah River Area ("CSRA"). The Commission also is financially accountable for four legally separate corporations, all of which are reported separately within the Commission's financial statements. The Commission's component units operate collectively as CSRA Business Lending. Additional information about these legally separate entities can be found in Note 1.B. in the notes to the financial statements. The Commission's Council is responsible for establishing policy and direction. The objectives of the Commission are to develop, promote and assist in establishing coordinated and comprehensive planning in Georgia; to provide local governments on both an individual and regional basis with professional technical assistance to improve local government service programs; to provide professional technical assistance with the development, collection, compilation, and maintenance of a local information base and network; to manage those nonprofit corporations created by the Commission in accordance with Georgia law for the operation of revolving loan programs and function as a certified development company; and to function as the designated Area Agency on Aging ("AAA")for the CSRA, responsible for identifying the needs of older CSRA residents, planning and coordinating regional aging services, advocating on behalf of older persons in need, and contracting with a network of agencies to provide direct services to the elderly in the CSRA. With 5,146 square miles of land area in its jurisdiction, the Commission has a diverse group of constituents. The area consists of both urban and rural counties with the City of Augusta and Richmond and Columbia counties being predominantly urban. The fortunes of the Augusta urban area tie closely to the fortunes of both the CSRA rural counties and the urban area in South Carolina. According to U.S. 2010 Census, the CSRA had a population of 454,901.Approximately 346,477 persons or 76.17% reside in the urbanized areas within Richmond, Columbia, and McDuffie Counties. Most of the region's growth has occurred in and around the Augusta metropolitan area. vi FACTORS AFFECTING FINANCIAL CONDITION The availability of State and Federal funding to the support activities undertaken by the Commission to assist its members directly affects the Commissions' financial position. The Commission derived 95% of its income in FY 2022 through intergovernmental grants and contracts. This percentage is consistent with prior years. The Commission's continued success is dependent upon its ability to continue providing services in a wide variety of programmatic areas to meet the needs of its members. The leveraging of inembers' assessments is important to the financial success of the Commission. The Commission generated over$19 for every one dollar in assessments collected. Without this advantage, the Commission could not succeed in providing the level of services demanded by its members. Due to the nature of the Commission's major activities, a significant portion of the Commission's State and Federal funding is driven by the economic condition and success of its member governments and the populace. Therefore, the financial condition of the Commission and its revenues are also driven by the economic success or failure of the Commission's members and populace. Due to the swings in availability of State and Federal funding, the Commission strives to maintain a sufficient level of liquid net position to meet its obligations as they become due. The Commission must also maintain a high level of liquid assets due to its dependency on State and Federal grants and contracts. Most all of these grants and contracts operate on a reimbursable basis with an average collection period of 45 to 60 days. The Commission is not empowered to borrow funds. The nation as a whole has experienced a disruption in economic growth that preceded the arrival of the COVID-19 pandemic. During the early days of the pandemic, unemployment rates rose significantly,with the rural areas more heavily impacted than the metro area. Through local planning and development efforts, the CSRA's communities are prepared to move forward as economic recovery begins. Helping its communities weather the current economic uncertainty while preparing to capitalize on anticipated future economic growth is a primary focus. Staff members provide a wide variety of services to our members in all areas of local governance. It is the intermingling of these services that fosters not only the quality of life within the region, but also the opportunities for local and regional economic growth and success. LONG-TERM FINANCIAL PLANNING Due to the Commission's significant dependency on intergovernmental revenues, the long-term financial sustainability of the Commission is directly related to continuing to the meet the needs of its member governments. The Commission works diligently through close interaction with local officials to learn of their needs and work with them to achieve successes.The Commission provides updates of its activities through quarterly and annual reports. vii MAJOR INITIATIVES OF THE COMMISSION The Commission provides many functions within the region. Staff are adept at a wide variety of professional services. The staff boasts 500+ years of experience within the CSRA alone. The Commission worked with the CSRA Regional Transportation Roundtable over the course of the year to package an extension of the Transportation Investment Act ("TIA") Special Purpose Local Option Sales Tax ("TSPLOST") for transportation related projects throughout the region. As a result of the work, voters in the region approved an extension of the CSRA TSPLOST through 2032. The renewed TSPLOST revenues are expected to collect $923 million for transportation-based projects in the region. Serving the region is a commitment that the Commission strives to uphold every day. Senior citizens are served through the agency's multiple aging-related programs. Planning and economic development staff work to ensure that local governments are prepared for socio-economic growth and development when opportunities present themselves. Preparation for potential disaster, resolving flood and drainage problems, and securing state and federal funds for local initiatives are key to the Commission's local government service assistance. In short, Commission staff serve regional members by addressing today's needs to remove tomorrow's barriers to growth and prosperity. The Regional Commission actively served its member jurisdictions during FY 2022. Detailed information about the fiscal year's activities is included in the annual report, "Wading through Relief'. Some of the major highlights for the year are as follows: ➢ The Regional Commission was presented the 2022 Georgia Safe Routes to School (East Central District) Friend of the Year award which was accepted on behalf of the RC by the RC's Planning Director. ➢ The AAA Nutrition Services Program worked with 19 region wide sites to provide 234,500 congregate and home delivered meals to seniors in the east central Georgia region at a net cost of$1.4 million dollars. ➢ Community Development staff secured $3.7 million for a new warehouse for Golden Harvest Food Bank in Augusta-Richmond County. ➢ CSRA Business Lending, a component unit of the Commission, packaged 46 loans totaling $30.6 million (with total project costs exceeding $77.5 million) and helped create or retain 284 jobs. ➢ Community Development staff administered approximately $900,000 for the development of a recreation and conservation area in Jefferson County. "Where the Moss Meets the River" will be a 230-acre park bordering the Ogeechee River and provide recreation and healthy-living and wellness opportunities for those in the area. ➢ Planning staff completed the Hancock County Joint Comprehensive Plan and continued to assist with the update of the County's zoning ordinance. ➢ Community Development staff continued to administer $1.8 million in Community Housing Improvement Program funds for the Cities of Sandersville and Waynesboro. viii ➢ Planning Staff continued working with the Georgia Department of Transportation to provide a variety of activities related to transportation and bicycle/pedestrian planning. ➢ As the Economic Development District,the RC wrote two CEDS Compliance Letters: 1)for the City of Millen to construct water and sewer to U.S. Highway 25 North Industrial Park. The company has committed to the creation of approximately 75 jobs and a private investment of $10 million, and 2) for the Development Authority of Augusta to extend the existing sewer and water within the Augusta Corporate Park to serve two new industries. This will consist of a combined $790M in new investment and 250+ new jobs. ➢ Aging staff continued to provide a variety of workshops such as the Chronic Disease Self-Management Program ("CDSMP"), Diabetes Self-Management Program ("DSMP"), Matter of Balance ("MOB"), and Tai Chi for Health ("TCH"). ➢ Community Development staff secured more than $3.8 million in Community Development Block Grant ("CDBG") funds for members and continues to administer approximately $23.3 million in ongoing activities. ➢ The Aging department recorded 11,413 total contacts through the Aging and Disability Resource Connection,which provides a centralized point of entry for information and referral services for the elderly and persons with disabilities in the CSRA. The Commission has served the cities and counties of the Central Savannah River Area for the past 61 years. The Regional Commission (formerly the Area Planning and Development Commission and the Regional Development Center) served as the convener of the region by assisting local governments overcome political boundaries to capitalize on the area's natural, historical, and demographic assets. Through the Commission's presence, local governments were able to work together to improve living conditions, create and retain jobs, and protect access, both economically and recreationally, to the region's vast natural resources. Whether staffing regional entities such as the Unified Development Authority or serving as support for other regional initiative, the Commission continues to play an integral role in fostering the region's economic vitality. Since 1961, member governments have actively turned to the CSRA Regional Commission to navigate public sector challenges. For 61 years, the Commission has provided planning, management and information services to our members in a professional, ethical, cost effective and efficient manner; and served as a forum for addressing local government and its citizens' needs as originally dictated by our mission. The Commission publishes a detailed report of all activities annually. This year's Annual Report theme is "Wading through Relief'. Cities and counties in the Commission's service area have long recognized the importance of working collaboratively to solve problems, address issues, and create opportunities for local and regional growth. Each of the region's thirteen counties participates in the Unified Development Authority, which serves as a voice for local and regional needs at the state and federal level. ix The Clarks' Hill Partnership strives to promote the lake from a tourism and economic development perspective. The CSRA Alliance for Fort Gordon promotes opportunities for mission growth and enhanced quality of life for Fort Gordon's soldiers, civilians, and their families. The CSRA Regional Commission works hand in hand with each of these public and private partnerships on a daily basis. The quality of life for the 500,000 people who call the CSRA home is a primary focal point of each city, county, development authority, chamber of commerce, and partnership or alliance. While there are multiple partners engaged in this endeavor, everyone works together as one region to enhance quality of life and economic growth region-wide. Copies of annual report can be obtained directly from the Commission or by accessing on the Commission's web site www.csrarc.ga.gov. AWARDS AND ACKNOWLEGEMENTS The Government Finance Officers Association of the United States and Canada ("GFOA") awarded a Certificate of Achievement for Excellence in Financial Reporting to the Commission for its annual comprehensive financial report for the year ended June 30, 2021. The Certificate of Achievement is a prestigious national award-recognizing conformance with the highest standards for preparation of state and local government financial reports. In order to be awarded a Certificate of Achievement, the Commission published an easily readable and efficiently organized Annual Comprehensive Financial Report, whose contents conform to program standards. This report satisfied both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year. The Commission has received a Certificate of Achievement for the past 29 years.We believe that our report continues to conform to the Certificate of Achievement program's requirements and, therefore, we are submitting it to GFOA. The preparation of the comprehensive annual financial report on a timely basis was made possible by the dedicated service of the entire staff of the finance and administration department. The Executive Director and the Board of Directors are also commended for their interest and support in planning and conducting the financial operations of the Commission in a responsible and progressive manner. Respectfully Submitted, ��;""""�����'� Andy Crosson Jennifer Sankey, CPA Executive Director Chief Financial Officer x � Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to Central Savannah River Area Regional Commission Georgia For its Annual Comprehensive Financial Report For the Fiscal Year Ended June 30, 2021 ��i�u�,e�w,. P• ���er�%��-C Executive Director/CEO xi CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION EXECUTIVE COMMITTEE AND PRINCIPAL STAFF FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Executive Committee John Graham Kenneth Usry Sistie Hudson Warren County City of Thomson Hancock County Chair Vice-Chair Treasurer Walker Norman John Luther Jimmy Andrews Lincoln County Augusta-Richmond County City of Sandersville Secretary Immediate Past Chair Hardie Davis Doug Duncan Sam Moore Augusta-Richmond County Columbia County Wilkes County Principal Staff Executive Director Anthony Crosson Chief Financial Officer Center for Administrative Services Jennifer Sankey President CSRA Business Lendinq Randy Griffin Deputv Director Center for Human Services Stephanie Quattlebaum Deputv Director Center for Communitv Development Linda Grijalva xii � � ��• • • • • ' � � • Center tor Center for Community ,� � Administrative Development Services � Linda G.Grijalva Jennifer Sankey Deputy Director Chief Financial Officer •Local Government Services � � ' •Finance •Ranning I •Support Services •Historic Preservation •Inforrration Technology •Human Resources (;rini, Plannin�� � Preser��uti��n � � � ; - Econoinic . H�,ror�� I I��u>;n� ��;� � CSRA Center for � Business Lending - • • Human Services � RandyGriffin Stephanie Quattlebaum President 4, DeputyDirector •CSRA Rural DevelopmentAgency •CSRA Rural Lending Authority •Area Agency on Aging •CSRA Local Development Corporation •Workforce Development •Georgia Corrmunity Reinvestment Fund •Strategic Initiatives *�:-.. r�.^�t?�,.. - ,�so��c� � . ,� ;. � - G��.�; � L E N � � N � Thirteen Counties, One Regton �-�--�-�� . .. , . . . . X��� 1 11 T ' u c=' VVI LKES LI N.COLN �y� +�� TALIAFERRO C(�LUMBIn o MCDU��IC o �� WARIZEN d RICHMOND HAN(�C)CK � G LASCC)C K ,_� � 0 B U RKE 0 JC�CCRSON o G r� WASH:INGTON � � � 0 � � � C� � �CNKENS ��1�� i� . . ``�, CENTRAL SAVANNAH RIVER AREA '�, � REGiONAL COMMiSSiON ,,��� X�� [This page is intentionally blank.] FINANCIAL SECTION AULDIN & ENKINS cPas & aDvisoxs INDEPENDENT AUDITOR'S REPORT To the Council Members Central Savannah River Area Regional Commission Augusta, Georgia Report on the Audit of the Financial Statements Opinions We have audited the accompanying financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the Central Savannah River Area Regional Commission (the "Commission"),as of and for the year ended June 30, 2022, and the related notes to the financial statements, which collectively comprise the Commission's basic financial statements as listed in the table of contents. 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 units, each major fund, and the aggregate remaining fund information of the Commission as of June 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 Opinions We conducted our audit in accordance with 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. 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 Commission 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. 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. 300 MULBERRY STREET,SUITE 300•POST OFFICE BOX 1877•MACON,GEORGIA 3 1 202-1 8 77•478-464-8000•FAX 478-464-8051•www.mjcpa.com MEMBERS OF THE AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 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 Commission'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 and Government 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 judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with generally accepted auditing standards and Government Auditing Standards, we: • Exercise professional judgment 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 Commission'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 Commission'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. 2 Emphasis of Matter As described in Note 6 and Note 8, the Commission implemented Government Accounting Standards Board ("GASB") Statement No. 87, Leases, as of July 1, 2021. The standard significantly changed the accounting for the Commission's leases and the related disclosures. Our opinion is not modified with respect to this matter. Required Supplementary Information Accounting principles generally accepted in the United States of America require that the ManagemenYs Discussion and Analysis ("MD&A") on pages 6 — 18 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 GASB 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 Commission's basic financial statements. The accompanying combining and individual nonmajor fund financial statements and schedules, Schedule of Indirect Cost Budget and Actual, Schedule of Fringe Benefits Budget and Actual, Schedule of Allocation Base, Schedule of Facilities Cost Allocated Budget and Actual, Schedule of City/County Assessments, and Schedule of Expenditures of Federal Awards, as required by Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Princip/es, 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 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, Schedule of Indirect Cost Budget and Actual, Schedule of Fringe Benefits Budget and Actual, Schedule of Allocation Base, Schedule of Facilities Cost Allocated Budget and Actual, Schedule of City/County Assessments, 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. 3 We also previously audited, in accordance with auditing standards generally accepted in the United States of America, the basic financial statements of the Commission for the year ended June 30, 2021, which are not presented with the accompanying financial statements and we expressed unmodified opinions on the respective financial statements of the governmental activities, business-type activities, the aggregate discretely presented component units, each major fund and the aggregate remaining fund information. That audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Commission's basic financial statements as a whole. The summarized comparative information included in the combining and individual fund financial statements and schedules for the year ended June 30, 2021, is presented for purposes of additional analysis and is 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 2021 basic financial statements. This information has been subjected to the auditing procedures applied in the audit of those 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 2021 summarized comparative information included in the combining and individual fund financial statements and schedules fairly state in all material respects in relation to the basic financial statements from which they have been derived. Other Information Management is responsible for the other information included in the annual report. The other information comprises the introductory and statistical sections but does not include the basic financial statements and our auditor's report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon. In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. 4 Other Reporting Required by GovernmentAuditing Standards In accordance with GovernmentAuditing Standards, we have also issued our report dated January 27, 2023, on our consideration of the Commission'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 solely 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 the effectiveness of the Central Savannah River Area Regional Commission's 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 Commission's internal control over financial reporting and compliance. ���� � , ��.°c Macon, Georgia January 27, 2023 5 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION MANAGEMENT'S DISCUSSION AND ANALYSIS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 As management of the Central Savannah River Area Regional Commission (the "Commission"), we offer readers of the Commission's financial statements this narrative overview and analysis of the financial activities of the Commission for the Fiscal Year ("FY") ended June 30, 2022. We encourage readers to read the information presented here in conjunction with additional information that we have furnished in the Commission's financial statements, which follow this narrative. FINANCIAL HIGHLIGHTS PRIMARY GOVERNMENT • The assets of the Commission exceeded its liabilities at the close of the fiscal year by $3,833,082 (net position). Of this amount, $3,476,676 (unrestricted net position) is available to meet the Commission's ongoing obligations. The unrestricted portion represents 31.78% of the primary governmenYs expenses, which is 6.78% more than the Commission's policy of 25% of the primary governmenYs net assets. • Net position increased by$1,552 compared to an increase of$63,084 for the prior year. • Expenses of governmental and business activities exceeded program revenues by $530,712. Assessments of $523,136 plus the investment income of $9,128 covered this deficit. The remaining excess of $1,552 ($530,712 - $532,264) is the increase in net position. This analysis is in accordance with the Commission's policy to first apply cost-reimbursement grant resources, followed by local grants or contracts, and then by general revenues. • As of the close of the current fiscal year,the Commission's governmental funds reported combined ending fund balances of $3,410,168, an increase of $45,941 from the prior year. The nonspendable portion is $29,004, the committed portion is $26,568, the assigned portion is $2,857 and the unrestricted is $3,351,739, which is available to meet the Commission's ongoing obligations. FINANCIAL HIGHLIGHTS COMPONENT UNITS ("CU"s) • The assets of the CUs exceeded their liabilities at the close of the fiscal year by$9,974,747 (net position). Of this amount, $9,943,334 (unrestricted net position) is available to meet ongoing obligations. • The CUs net position increased by $434,947 compared to an increase of$3,425,509 for the prior year— this increase is due to the grant revenues received for the CARES Act Revolving Loan award over the past two years as well as recovery of a loan previously charged off. • Operating revenues increased $402,060 and operating expenses decreased $6,121. • Long-term debt decreased $169,038 due to the continuing annual note payments. 6 MANAGEMENT'S DISCUSSION AND ANALYSIS OVERVIEW OF THE FINANCIAL STATEMENTS This Management's Discussion and Analysis ("MD&A") is intended to serve as an introduction to the Commission's basic financial statements. The Commission's basic financial statements consist of three components; 1) government- wide financial statements, 2) fund financial statements, and 3) notes to the financial statements (see Figure 1). The basic financial statements present two different views of the Commission with government-wide statements and fund financial statements. In addition to the basic financial statements, this report contains other supplemental information that will enhance the reader's understanding of the financial condition of the Commission. See Figure 1 below. Required Components of Annual Financial Report Fi ure 1 Management's Basic Discussion and Financial Analysis Statements Government- Fund Notes to the Wide Financial Financial Financial Statements Statements Statements Summary Detail BASIC FINANCIAL STATEMENTS The first two statements (pages 19 and 20) in the basic financial statements are the Government-wide Financial Statements ("GWFS"). They provide both short-term and long-term information about the Commission's financial status. The GWFS includes not only the Commission itself, but also its Component Units ("CU"s). These CUs, even though they are legally separate, are included in the basic financial statements because the Commission is financially accountable and appoints their governing board. The next statements (pages 21 through 29) are Fund Financial Statements. These statements focus on the activities of the individual parts of the Commission's government. These statements provide more detail than the government-wide statements. There are four parts to the Fund Financial Statements: 1) the governmental funds statements; 2) the proprietary fund statements; 3) the fiduciary fund statements; and 4)the combining statements for the discretely presented CUs. The next section of the basic financial statements is the notes. The notes to the financial statements explain in detail some of the data contained in those statements. After the notes, supplemental information is provided to show details about the Commission's operations, programs and activities. 7 MANAGEMENT'S DISCUSSION AND ANALYSIS GOVERNMENT-WIDE FINANCIAL STATEMENTS The government-wide financial statements are designed to provide the reader with a broad overview of the Commission's finances, similar in format to a financial statement of a private-sector business. The government-wide statements provide short and long-term information about the Commission's financial status as a whole. The two government-wide statements present the Commission's net position and explain how they have changed. Net position is the difference between the Commission's total assets, liabilities, and deferred inflows/outflows. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the Commission is improving or deteriorating. The government-wide statements are divided into two categories: 1) governmental activities, and 2) business-type activities. The governmental activities include most of the Commission's basic services such as aging services, regional transportation services, planning and zoning, services to member governments, and support. Member assessments and Federal, State and contracts from other governments finance these activities. The business-type activities are those for which the Commission charges a fee to customers (Herman Lodge Micro Loan Fund). FUND FINANCIAL STATEMENTS The fund financial statements provide a more detailed look at the Commission's activities. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives.The Commission, like all other governmental entities in Georgia, uses fund accounting to ensure and reflect compliance (or non-compliance) with finance-related legal requirements. All of the funds of the Commission are divided into three categories: governmental funds, proprietary funds and fiduciary funds. Governmental Funds — Governmental funds are used to account for those functions reported as governmental activities in the government-wide financial statements. Most of the Commission's basic services are accounted for in governmental funds. These funds focus on how assets can readily be converted into cash and the amount of funds left at year-end that will be available for spending in the next year. Governmental funds are reported using an accounting method called modified accrual accounting. This method also has a current financial resources focus. As a result, the governmental fund financial statements give the reader a detailed short-term view that helps him or her determine if there are financial resources available to finance the Commission's programs. The relationship between government activities (reported in the Statement of Net Position and the Statement of Activities) and governmental funds is described in a reconciliation that is a part of the fund financial statements. An internal operating budget for the general, grants and contracts, and internal service funds is prepared by the Commission for management purposes.The budget is not subject to review or approval by the Legislature of the State of Georgia and, therefore, is not considered a legally adopted budget. 8 MANAGEMENT'S DISCUSSION AND ANALYSIS Proprietary Funds—The Commission maintains two different types of proprietary funds. Enterprise Funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The Commission uses an enterprise fund to account for the operation of its micro loan program. Internal service funds are an accounting device used to accumulate and allocate cost internally among the Commission's various grants and contracts. The Commission uses an internal service fund (Cost Allocation Fund) to account for indirect costs, payroll and fringe benefit payments and their allocation, recording and allocation of facilities costs, and the receipt and disbursement of all the Commission's funds. Because these services predominantly benefit governmental rather than business-type functions, the Cost Allocation Fund is reported with governmental activities in the government-wide financial statements. Fiduciary Funds — Fiduciary funds are used to account for resources held for the benefit of parties outside the Commission. The Commission has two fiduciary funds: one pension trust fund and one custodial fund. Notes to the Financial Statements—The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements.The notes to the financial statements start on page 30 of this report. Other Information— In addition to the basic financial statements and accompanying notes, this report includes certain required supplementary information concerning the Commission's programs, activities and operations. GOVERNMENT-WIDE FINANCIAL ANALYSIS As noted earlier, net position may serve over time as a useful indicator of a government's financial position. In this case, the Commission's assets exceed liabilities by $3,833,082 at the close of June 30, 2022, a slight increase over the prior year. Central Savannah River Area Regional Commission Net Position — Primary Government Figure 2 Primary Government Governmental Business-type Activi ti e s Activiti e s Tota I 2022 2021 Change 2022 2021 Change 2022 2021 Current and other assets $ 6,317,568 $ 5,753,223 $ 564,345 $ 47,690 $ 61,394 $ (13,704) $ 6,365,258 $ 5,814,617 Lease assets 1,124,330 - 1,124,330 - - - $ 1,124,330 - Capital assets 350,540 428,359 (77,819) - - - 350,540 42$359 Total assets $ 7,792,438 $ 6,181,582 $ 1,610,856 $ 47,690 $ 61,394 $ (13,704) $ 7,840,128 $ 6,242,976 Long-term liabilities $ 1,045,962 $ 138,776 $ 907,186 $ - $ - $ - $ 1,045,962 $ 138,776 Other liabilities 2,961,084 2,272,670 688,414 - - - 2,961,084 2,272,670 Total Liabilities 4,007,046 2,411,446 1,595,600 - - - 4,007,046 2,411,446 Net position: Irnestment in capital assets 356,406 428,359 (71,953) - - - 356,406 428,359 Unrestricted 3,428,986 3,341,777 87,209 47,690 61,394 (13,704) 3,476,676 3,403,171 Total net position $ 3,785,392 $ 3,770,136 $ 15,256 $ 47,690 $ 61,394 $ (13,704) $ 3,833,082 $ 3,831,530 9 MANAGEMENT'S DISCUSSION AND ANALYSIS The increase in long-term liabilities is due to the implementation of GASB 87 in FY 2022. FY 2021 numbers were not adjusted for this impact. A small portion of the net position, $356,406 (9.42%), reflects the Commission's investment in capital assets (e.g., vehicles, office furniture, leasehold improvements and equipment). The Commission uses these capital assets to support staff. These assets are not available for future spending. The remaining portion of the Commission's net position, $3,476,676 is available to meet the Commission's ongoing obligations to members and creditors. The Commission finances 95%of its services through intergovernmental grants and contracts and, as a result, growth in net position is limited. The majority of these grants and contracts operate on a reimbursable basis (revenues are limited to the actual costs incurred). Receivables, loans receivable, amounts due from component units, and prepaid items represent 44% or $2,770,633 of the Commission's current assets. The average collection period ranges from 45 to 60 days, requiring the Commission to maintain sufficient levels of cash to support current obligations. The Commission does not possess the corporate power to borrow therefore, it must maintain a sufficient level of net position to sustain and support continued growth in services to members and investment in capital assets. 10 MANAGEMENT'S DISCUSSION AND ANALYSIS Central Savannah River Area Regional Commission Change in Net Position - Primary Government Figure 3 Primary Government Governmental Business-type Activities Activities Total 2022 2021 Change 2022 2021 Change 2022 2021 Re�nues: Program re�nues: Chargesforsenrices $ 1,391,557 $ 1,316,184 $ 75,373 $ 4,423 $ 3,007 $ 1,416 $ 1,395,980 $ 1,319,191 Operating grants 9,014,465 8,770,834 243,631 - - - 9,014,465 8,770,834 General re�nues: Member assessments 523,136 523,136 - - - - 523,136 523,136 Special assessment - - - - - - - - In�stment income (loss) 9,128 9,313 (185) - - - 9,128 9,313 Total re�2nues 10,938,286 10,619,467 318,819 4,423 3,007 1,416 10,942,709 10,622,474 Expenses: General government 38,788 39,035 (247) - - - 38,788 39,035 Aging services 4,796,395 5,205,815 (409,420) - - - 4,796,395 5,205,815 Regional transportation ser�ices 1,618,131 1,603,399 14,732 - - - 1,618,131 1,603,399 Workforce de�lapment 1,792,718 1,833,993 (41,275) - - 1,792,778 1,833,993 Planning and zoning services 900,146 342,447 557,699 - - - 900,146 342,447 Local go�rnment sen�ices 476,891 411,638 65,253 - - - 476,891 411,638 Economic de�lopment support sen�ices 226,384 172,278 54,106 - - - 226,384 172,278 Management of local de�lopment companies 1,073,577 925,932 147,645 - - - 1,073,577 925,932 Micro loan program - - - 18,127 24,853 (6,726) 18,127 24,853 Totalexpenses 10,923,030 10,534,537 388,493 18,127 24,853 (6,726) 10,941,157 10,559,390 Increase(Decrease)in net position 15,256 84,930 (69,674) (13,704) (21,846) 8,142 1,552 63,084 Net positon-beginning 3,770,136 3,685,206 84,930 61,394 83,240 (21,846) 3,831,530 3,768,446 Netposition-ending $ 3,785,392 $ 3,770,136 $ 15,256 $ 47,690 $ 61,394 $ (13,704) $ 3,833,082 $ 3,831,530 Governmental activities increased the Commission's net position by$15,256 while business activities decreased net position by$13,704 resulting in a net increase in net position of$1,552. In accordance with the Commission's policy is to first apply cost-reimbursement grant resources, followed by local grants or contracts, and then by general revenues, this increase represents remaining member assessments plus investment income. 11 MANAGEMENT'S DISCUSSION AND ANALYSIS The Commission's $15,256 increase in governmental activities for FY 2022 is a $69,674 decrease from FY 2021. Except for the coordinated regional transportation, contracts for the preparation of hazard mitigation plans, preparation of block grant applications, and administration of block grants, all of the Commission's Federal and State grants/contracts are reimbursement based; meaning revenues are limited to expenses. Continued growth and stability in net position is dependent upon the successful management of grants/contracts expenditures to revenues. Governmental program revenues increased $319,004 and general revenues decreased $185. Operating grants increased $243,631 and charges for services increased $73,174. Operating grants decreased $1,699 for work force training and $408,542 for aging services and increased $538,282 for planning and zoning services, $50,036 for regional transportation, and $65,553 for economic development support services. The decrease in aging services is the result in a reduction in services provided due to the impact of the COVID-19 pandemic.The increase in economic development support services and planning and zoning services is the result of additional appropriated funds by the federal & state governments. The increase in regional transportation revenues was a result of increased costs as a direct result of the COVID-19 pandemic. Charges for services increased$73,174. Local government services decreased$10,264 due to the completion of one- time grants in the prior year. Management of the local development companies increased $94,836 due to increased personnel costs directly related to the addition of the Coronavirus Aid, Relief and Economic Security ("CARES") Act Revolving Loan Fund. Total governmental expenses increased $388,493. Costs for workforce development services and aging services decreased consistent with program revenues while costs for regional transportation services and planning and zoning services increased consistent with program revenues. Local government services expenses increased, which is the direct result of increased staff activities spent in Community Development Block Grant("CDBG"), Community Housing Improvement Program ("CHIP")administration, and local government technical assistance during the fiscal year. This increase is due to the impact of additional fundings due to the COVID-19 pandemic. All of the federal and state grants require a local match in addition to the grant amount awarded, these additional costs generally represent match. In some cases, the required match is exceeded due to scope or cost overruns. Overall changes in functional expenses generally mirrored changes in operating grants and charges for services for activities identified in the above paragraph. Business-type activities decreased the Commission's net position by $13,704 compared to an decrease of $21,846 for the prior year. The Herman Lodge Micro Loan Program ("MLP") accounted for all of the decrease. Charges for services in the MLP increased $1,416 compared to a decrease of$1,230 the prior year. Interest income from loans increased $1,493 while late fees decreased $77. Interest income changes are consistent with changes in portfolio interest rate changes and continuing principal reductions. Expenses decreased $6,726 due to decreases in personnel and allocated costs. 12 MANAGEMENT'S DISCUSSION AND ANALYSIS Government Wide Revenues Excluding Loss on Retirement of Equipment Figure 4 Member I nvestment assessments, $523,136 i ncome$9,128 Chargesfor services, $1,395,980 Operati ng gra nts, $9,014,465 Government Wide Expenses Figure 5 Workforce Management of local developmen[- development $1,�9Z,�1$ companies-51,073,577 Planningand zoning Other- services-$900,146 Regional transportation $1,660,336 services-$1,618,131 Microloan program- $18,127 - Economicdevsupport srvs-$226,384 _ General government- � $38,788 Loca I government services-$476,891 Aging services- $4,796,395 13 MANAGEMENT'S DISCUSSION AND ANALYSIS Central Savannah River Area Regional Commission Net Position —Component Units Figure 6 Component Units Business Type Activities 2022 2021 Change Other assets $ 3,228,694 $ 2,797,772 $ 430,922 Loans receivable 8,402,370 8,840,375 (438,005) Capital assets 31,413 35,340 (3,927) Total assets $ 11,662,477 $ 11,673,487 $ (11,010) Long-term liabilities $ 1,151,161 $ 1,320,199 $ (169,038) Other liabilities 536,569 813,488 (276,919) Total Liabilities 1,687,730 2,133,687 (445,957) Net position: Inv�estment in capital assets 31,413 35,340 (3,927) Unrestricted 9,943,334 9,504,460 438,874 Total net position $ 9,974,747 $ 9,539,800 $ 434,947 14 MANAGEMENT'S DISCUSSION AND ANALYSIS Central Savannah River Area Regional Commission Change in Net position -Component Units Figure 7 Component Units BusinessType Activities 2022 2021 Change Re�nues: Program revenues: Interest-program loans $ 463,191 $ 392,314 $ 70,877 Late charges 9,570 8,143 1,427 Loan servicing fees 508,017 559,344 (51,327) Loan processing fees 350,634 350,023 611 Bad debt recovery 202,563 - 202,563 Miscellaneous 217,909 40,000 177,909 General re�nues: Interest 2,825 4,528 (1,703) Intergo�rnmental - - - Grant revenues 160,480 3,557,520 (3,397,040) Total re�nues 1,915,189 4,911,872 (2,996,683) Expenses: Operating costs 1,380,315 1,135,240 245,075 Bad debts 85,478 335,524 (250,046) Interest 14,449 15,599 (1,150) Total expenses 1,480,242 1,486,363 (6,121) Change in net position 434,947 3,425,509 (2,990,562) Net position-beginning 9,539,800 6,114,291 3,425,509 Net position-ending $ g,g74,747 $ 9,539,800 $ 434,947 The CUs' total net position increased by $434,947 compared to an increase of $3,425,509 for the prior year. A significant portion - $3,557,520 - of the prior year's increase was due to grant revenues received related to a recapitalization grant providing 100% of the funds. Interest from program loans increased by$70,877 over prior year and late charges were relatively the same as the prior year. Servicing fees are a function of the number of 504 loans served during a fiscal year and over time should be an upward trend. The prepayment of a 504 may impact servicing fees received. Processing fees were down$51,328 compared to a$318,983 increase for the prior year. This was due to the Small Business Administration ("SBA") advancing processing fees at application approval versus when a loan funds in FY 2021 as those fees were waived for borrowers and paid as part of the COVID-19 relief efforts. Processing and servicing fees are a percentage of the SBA's 504 loan amount. 15 MANAGEMENT'S DISCUSSION AND ANALYSIS The CU's processed 13 new loans for a total of $1,919,107 during FY 2022. The CSRA Local Development Corporation ("CSRA LDC") processed four new loans and lost four due to payoffs. The CSRA LDC is now receiving servicing fees on 198 loans compared to 206 the prior year. Servicing fees are received over the life of the loan. The level of servicing fees should be a linear growth over time; however the size of loans closed and the number of prepayments has a significant impact on this growth. Over the past several fiscal years there have been a significant number of payoffs as commercial bank have more capital to lend at a more attractive rate. Operating expenses decreased $4,971, primarily as a net result of an increase of $76,832 in personnel costs, a decrease of $250,046 in bad debt expense, an increase of $16,706 in travel, loan forgiveness in the amount of $142,909, and an increase of $45,366 in closing costs as compared to prior year. The personnel cost increase is directly related to an increase in staff as a result of the award of the CARES Act Revolving Loan Fund. There were changes in other cost objects, but increases tended to be offset by decreases. The CU's utilize a rating system and reviews all loans annually in calculating the allowance for bad debts. Problem loans are followed closely on a monthly basis by staff. SBA regulations allow the CSRA LDC to operate anywhere in Georgia and South Carolina. The regulations not only allow the CSRA LDC to compete anywhere in Georgia but also allows other certified development companies ("CDC") operating in Georgia to compete in the Commission's operating area. The CSRA LDC continues to make a strong penetration into other areas of Georgia due to continued strong marketing. The CSRA LDC continues to be strong outside its original operating area. During FY 2022 SBA approved 32 loans, 21 outside the CSRA area compared to 25 in FY 2021 and 11 inside the core area compared to 10 in FY 2021. FINANCIAL ANALYSIS OF THE COMMISSION'S FUNDS As noted earlier, the Commission uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements.The Commission maintains two governmental funds a general fund and grants and contracts fund. The focus of the Commission's governmental funds is to provide information on near-term inflows, outflows, and balances of usable resources. Due to the nature of the Commission's operations, the only reconciling items between the GWFS Statement of Net Position and the governmental funds Balance Sheet is the net position ($302,120) of the cost allocation fund ("CAF") and net capital assets ($73,104) included as a governmental activity in the GWFS. The depreciation is the only reconciling item between GWFS Statement of Activities and the governmental funds operating statement. As a result, the information in the governmental funds statement is not significantly different from that in the GWFS. Governmental fund balances increased by $51,808, adjusted by the depreciation of$36,552, to arrive at the $15,256 in the GWFS. The Commission operates its grant and contract fund on a breakeven basis transferring funds as needed from the general fund to cover deficits and transferring the excess of fixed fee revenues over expenditures to the general fund. As a result, the $51,808 increase in the general fund balances represents the excess of prior year member assessments available to fund current operations. 16 MANAGEMENT'S DISCUSSION AND ANALYSIS The Commission's proprietary funds provide the same type of information found in the government-wide statements but in more detail. Factors concerning the operations of the proprietary funds are addressed in the discussion of the Commission's business-type activities. The net position of the of indirect cost fund changed only slightly due to the implementation of GASB Statement No. 87, Leases. Total indirect costs decreased $24,633 primarily due to a decrease in professional fees of$29,478. Net position held in trust for participants decreased $1,760,235 from $8,838,927 to $7,078,692. Investment loss of $1,294,402 compared to investment income of$1,738,065 for the prior year. This is reflective of the turbulent market conditions since June 30, 2021. Total additions were $483,028 with payments to participants of$909,991. During the year several current long-term employees took in-service withdrawals, along with a couple withdrawals due to severance of employment, resulting in this significant payment. CAPITAL ASSETS The Commission's net capital assets for its governmental and business—type activities (including component units)as of June 30 are $381,953. These assets include furniture, fixtures, equipment, vehicles, and leasehold improvements. Leasehold improvements represent 64% of this net. Capital assets are defined by the Commission as assets with an initial, individual cost of more than $5,000 and an estimated useful life beyond one year. Most of the Commission's capital purchases are below this threshold. Therefore, over time the Commission's investment in capital assets will generally decline. Additional information on the Commission's capital assets can be found in Note 1.1. and Note 6 of the basic financial statements. Central Savannah River Area Regional Commission Capital Assets (net of depreciation) Figure 8 Primary Government Gove rnme nta I Busi ne ss-type Activiti es Activitie s Tota I 2022 2021 2022 2021 2022 2021 Leasehold impro�ments $ 214,172 $ 241,199 $ 31,413 $ 35,340 $ 245,585 $ 276,539 Property and equipment 68,857 85,893 - - 68,857 85,893 Vehicles 67,511 101,267 - - 67,511 101,267 Totals $ 350,540 $ 428,359 $ 31,413 $ 35,340 $ 381,953 $ 463,699 17 MANAGEMENT'S DISCUSSION AND ANALYSIS ECONOMIC FACTORS AFFECTING THE COMMISSION'S FUTURE The Commission's financial position is directly affected by the level of State funding and Federal appropriations available for those activities undertaken by the Commission to assist its members.The Commission derived over 82% of its governmental activities'income from Federal and State grants. The Commission has seen an increase in funding in order to provide services needed due to the effects of the COVID-19 pandemic. The Commission's continued success is dependent upon its ability to provide services in a wide variety of programmatic areas to meet the needs of its members. REQUESTS FOR INFORMATION This report is designed to provide an overview of the Commission's finances for those with an interest in this area. Questions concerning any of the information found in this report or requests for additional information should be addressed to: Jennifer Sankey, CPA, CFO 3626 Walton Way Extension Suite 300 Augusta, Georgia 30909-6420 18 BASIC FINANCIAL STATEMENTS CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION STATEMENT OF NET POSITION JUNE 30, 2022 Primary Government Component Units Governmental Business-type Activities Activities Total Combined ASSETS Current assets: Cash and cash equivalents $ 3,553,317 $ - $ 3,553,317 $ 2,930,430 Restricted cash - - - 235,634 Receivables, net of allowances for uncollectibles 2,212,276 - 2,212,276 - Loans receivable, net - 7,775 7,775 940,960 Due from component units 310,923 - 310,923 - Internal balances 178 (178) - - Accrued revenue 164,296 - 164,296 - Prepaid items 70,800 - 70,800 6,230 Total current assets 6,311,790 7,597 6,319,387 4,113,254 Non-Current Assets: Non-current portion of loans receivable, net - 40,093 40,093 7,461,410 Lease assets, net 1,124,330 - 1,124,330 - Capital assets, net 350,540 - 350,540 31,413 Security deposits 5,778 - 5,778 Premium on loan, net - - - 5,684 Total non-currnet assets 1,480,648 40,093 1,520,741 7,498,507 Total assets 7,792,438 47,690 7,840,128 11,611,761 LIABILITIES AND NET POSITION LIABILITIES Current liabilities: Accounts payable 2,008,978 - 2,008,978 2,243 Accrued liabilities 387,959 - 387,959 3,649 Due to primary government - - - 310,923 Compensated absences payable 307,591 - 307,591 - Unearned revenues 85,138 - 85,138 - Notes payable - - - 169,038 Lease liability 171,418 171,418 - Non-current liabilities: Notes payable - - - 1,151,161 Compensated absences payable 98,916 - 98,916 - Lease liability 947,046 - 947,046 - Totalliabilities 4,007,046 - 4,007,046 1,637,014 NET POSITION Net investment in capital assets 356,406 - 356,406 31,413 Unrestricted 3,428,986 47,690 3,476,676 9,943,334 Total Net Position 3,785,392 47,690 3,833,082 9,974,747 Total liabilities and net position $ 7,792,438 $ 47,690 $ 7,840,128 $ 11,611,761 The accompanying notes are an integral part of these financial statements. 19 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION STATEMENT OF ACTIVITIES FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Program Revenues Net(Expenses)Revenues and Changes in Net Position Primary Government Component Units Indirect Direct Expenses Charges for Operating Governmental Business-type Business lending Functions/Programs Expenses Allocation Services Grants Activities Activities Total services Primary government Governmental activities: General government $ 1,286,062 $ (1,247,274) $ 5,740 $ - $ (33,048) $ - $ (33,048) $ - Aging services 4,245,479 550,916 72,590 4,634,280 (89,525) - (89,525) - Regional transportation services 1,610,153 7,978 - 1,635,860 17,729 - 17,729 - Workforce 1,641,711 151,007 - 1,697,986 (94,732) - (94,732) - Planning and zoning services 852,292 47,854 5,204 826,117 (68,825) - (68,825) - Localgovernmentservices 353,957 122,934 321,370 4,091 (151,430) - (151,430) - Economic development support services 161,972 64,412 - 216,131 (10,253) - (10,253) - Management of loval development companies 776,653 296,924 986,653 - (86,924) - (86,924) - Total governmental activities 10,928,279 (5,249) 1,391,557 9,014,465 (517,008) - (517,008) - Business-type activities Herman Lodge Micro Loan program 12,878 5,249 4,423 - - (13,704) (13,704) - Total business-type activities 12,878 5,249 4,423 - - (13,704) (13,704) - Totalprimarygovernment $ 10,941,157 $ - $ 1,395,980 $ 9,014,465 (517,008) (13,704) (530,712) - Component units: Business lending services $ 1,481,663 $ $ 1,753,305 $ 160,480 - - - 432,122 Total component units $ 1,481,663 $ $ 1,753,305 $ 160,480 - - - 432,122 General revenues: Member assessments 523,136 - 523,136 - Investment income 9,127 - 9,127 2,825 Gain on sale of assets 1 - 1 - Total general revenues 532,264 - 532,264 2,825 Change in net position 15,256 (13,704) 1,552 434,947 Net position,beginning of year 3,770,136 61,394 3,831,530 9,539,800 Net position,end of year $ 3,785,392 $ 47,690 $ 3,833,082 $ 9,974,747 The accompanying notes are an integral part of these financial statements. 20 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION BALANCE SHEET GOVERNMENTALFUNDS JUNE 30, 2022 Grants and Total General Contract Governmental Fund Fund Funds ASSETS Cash and cash equivalents $ 8,207 $ 25 $ 8,232 Receivables, net of allowances for uncollectibles 3,642 2,197,879 2,201,521 Due from other funds 3,367,970 - 3,367,970 Due from component unit 47,505 263,418 310,923 Accrued revenue - 164,296 164,296 Prepaid items - 29,004 29,004 Total assets $ 3,427,324 $ 2,654,622 $ 6,081,946 LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES LIABILITIES Accounts payable $ 4,261 $ 1,968,214 $ 1,972,475 Accrued liabilities 12,895 76 12,971 Due to other funds - 601,194 601,194 Unearned revenue - 85,138 85,138 Totalliabilities 17,156 2,654,622 2,671,778 FUND BALANCES Nonspendable: Prepaids $ - $ 29,004 $ 29,004 Committed: Special aging assessments 26,568 - 26,568 Assigned: Special aging incentive 2,857 - 2,857 Unassigned 3,380,743 (29,004) 3,351,739 Total fund balances 3,410,168 - 3,410,168 Total liabilities, deferred inflows of resources and fund balances $ 3,427,324 $ 2,654,622 Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activities are not financial resources and,therefore, are not reported in the funds. 73,104 An internal service fund is used by management to charge general and administrative costs. The assets and liabilities of the internal service fund are included in governmental activities in governmental activities in the statement of net position. 302,120 Net position of governmental activities $ 3,785,392 The accompanying notes are an integral part of these financial statements. 21 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES GOVERNMENTALFUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Grants and Total General Contract Governmental Fund Fund Funds Revenues Federal and state grants/contracts $ - $ 9,014,465 $ 9,014,465 City, county, or other grants/contracts - 1,324,507 1,324,507 Charges for services - 61,310 61,310 Member assessments 523,136 - 523,136 Other income 5,740 - 5,740 Investment income 9,115 - 9,115 Total revenues 537,991 10,400,282 10,938,273 Expenditures Current: General government 40,827 - 40,827 Aging services - 4,796,395 4,796,395 Regional transportation services - 1,618,131 1,618,131 Workforce development - 1,756,166 1,756,166 Planning and zoning services - 900,146 900,146 Local government services - 476,891 476,891 Economic development support services - 226,384 226,384 Management of local development companies - 1,073,577 1,073,577 Total expenditures 40,827 10,847,690 10,888,517 Excess(deficiency)of revenues over(under)expenditures 497,164 (447,408) 49,756 Other financing sources(uses) Transfers in 60,072 507,480 567,552 Transfers out (511,295) (60,072) (571,367) Total other financing sources(uses) (451,223) 447,408 (3,815) Net change in fund balances 45,941 - 45,941 Fund balances, beginning of year 3,364,227 - 3,364,227 Fund balances,end of year $ 3,410,168 $ - $ 3,410,168 Amounts reported in governmental activities in the statement of activities are different because: Governmental funds report capital outlays as expenditure. However, in the statement of activities,the cost of those assets is allocated over their estimated useful lives as depreciation expense.This amount represents depreciation on assets purchased with governmental funds in excess of capital outlays. (36,552) Change in net position of governmental activities $ 9,389 The accompanying notes are an integral part of these financial statements. 22 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Amounts reported for governmental activities in the statement of activities are different because: Net change in fund balances-total governmental funds $ 45,941 Governmental funds report capital outlays as expenditures. However, in the statement of activities, the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which depreciation exceeded capital outlay in the current period. (36,552) Internal service funds are used by management to charge the general and administrative costs to individual funds. 5,867 $ 15,256 The accompanying notes are an integral part of these financial statements. 23 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION STATEMENT OF NET POSITION PROPRIETARY FUNDS JUNE 30, 2022 Enterprise Governmental Activities Activities Herman Lodge Micro Internal Service Loan Program Fund ASSETS CURRENT ASSETS Cash $ - $ 3,545,085 Receivables - 10,755 Loans receivable 7,775 - Prepaid items - 41,796 Total current assets 7,775 3,597,636 NON-CURRENT ASSETS Non-current portion of loans receivable, net of allowances 40,093 - Right-to-use leased assets, net of amortization - 1,124,330 Capital assets, net of depreciation - 277,436 Security deposit - 5,778 Total non-current assets 40,093 1,407,544 Total assets 47,868 5,005,180 LIABILITIES CURRENT LIABILITIES Accounts payable - 36,503 Accrued liabilities - 374,988 Due to other funds 178 2,766,598 Compensated absences payable - 307,591 Lease liability-current - 171,418 Total current liabilities 178 3,657,098 NON-CURRENT LIABILITIES Compensated absences payable - 98,916 Lease liability-long term - 947,046 Total non-current liabilities - 1,045,962 Total liabilities 178 4,703,060 NET POSITION Net investment in capital assets - 283,302 Unrestricted 47,690 18,818 Total net position $ 47,690 $ 302,120 The accompanying notes are an integral part of these financial statements. 24 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET POSITION PROPRIETARY FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Enterprise Governmental Activities Activities Herman Lodge Micro Internal Service Loan Program Fund Operating revenues Interest from program loans $ 4,261 $ - Late charges 162 - Charges for services - 1,558,073 Total operating revenues 4,423 1,558,073 Operating expenses Personal services 12,106 739,649 Travel - 8,121 Supplies 25 78,671 Equipment(not capitalized) - 6,399 Professional fees - 208,589 Telecommunications - 24,349 Maintenance&upkeep-equipment&building - 36,248 Utilities - 21,859 I nsu rance - 26,134 Dues,subscriptions, &publications - 2,015 Rentals-other than real estate - 28,055 Rentals-real estate - 33,990 Motor vehicle expense - 2,299 Postage and freight - 5,999 Temporary personnel services - 11,182 Cost allocation plan 5,249 1,105 Facilities cost 747 81,989 Depreciation - 41,267 Errors and omissions - 276 Amortization - 159,406 Total operating expenses 18,127 1,517,602 Operating income(loss) (13,704) 40,471 Non-operating revenues(expenses) Investment income - 12 Interestexpense - (38,431) Total non-operating revenues(expenses) - (38,419) Income(loss)before transfers (13,704) 2,052 Transfers in - 3,815 Change in net position (13,704) 5,867 Net position, beginning of year 61,394 296,253 Net position,end of year $ 47,690 $ 302,120 The accompanying notes are an integral part of these financial statements. 25 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION STATEMENT OF CASH FLOWS PROPRIETARY FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Governmental Herman Lodge Activities Micro Loan Internal Service Program Fund CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers $ 4,423 $ - Program loan principal repaid 8,577 - Receipts for interfund services provided - 1,558,073 Payments for employee services and benefits (12,106) (768,532) Payments to suppliers for goods and services (773) (571,199) Payments for interfund services used (5,249) - Receipts from other funds for operating transactions 18,128 11,457,828 Payments to other funds for operating transactions (13,000) (11,406,717) Net cash provided by(used in)operating activities - 269,453 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers in - 3,815 Net cash provided by noncapital financing activities - 3,815 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Acquisition of capital assets - (135,517) Proceeds on sale of capital assets 1 Principal payments on lease liabilities - (165,272) Interest paid - (38,431) Proceeds from lease liabilities - 135,517 Net cash used in capital and related financing activities - (203,702) CASH FLOWS FROM INVESTING ACTIVITIES Interest on investments - 12 Net cash provided by investing activities - 12 Net increase in cash and cash equivalents - 69,578 Cash and cash equivalents: Beginning of year - 3,475,507 End of year $ - $ 3,545,085 Classified as: Cash $ - $ 3,545,085 $ - $ 3,545,085 (Continued) 26 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION STATEMENT OF CASH FLOWS PROPRIETARY FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Governmental Herman Lodge Activities Micro Loan Internal Service Program Fund Reconciliation of operating income(loss)to net cash provided by(used in)operating activities Operating income(loss) $ (13,704) $ 40,471 Adjustments to reconcile operating loss to net cash provided by operating activities: Amortization expense - 159,406 Depreciation expense - 41,267 Changes in assets and liabilities: Receivable-other 376 (3,513) Loans receivable 8,200 - Due from/to other funds 5,128 (114,161) Prepaid expenses - (40,716) Accounts payable - 10,981 Accrued expenses - 204,601 Compensated absences payable - (28,883) Net cash provided by(used in)operating activities $ - $ 269,453 The accompanying notes are an integral part of these financial statements. 27 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION STATEMENT OF FIDUCIARY NET POSITION FIDUCIARY FUNDS JUNE 30, 2022 Flexible Employee Compensation Retirement Plan Plan-Custodial Fund Total ASSETS Accounts receivable $ 14,055 $ 12,895 $ 26,950 Investments, at fair value: Money market mutual funds 57,931 - 57,931 Fixed income mutual funds 658,444 - 658,444 Balanced mutual funds 193,600 - 193,600 Lifestyle balanced mutual funds 3,861,471 - 3,861,471 Equity mutual funds 2,293,191 - 2,293,191 Total investments 7,064,637 - 7,064,637 Total assets $ 7,078,692 $ 12,895 $ 7,091,587 LIABILITIES Accounts payable $ - $ 12,895 $ 12,895 Total liabilities - 12,895 12,895 NET POSITION Net position restricted for pension benefits $ 7,078,692 $ - $ 7,078,692 The accompanying notes are an integral part of these financial statements. 28 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION STATEMENT OF CHANGES IN FIDUCIARY NET POSITION FIDUCIARY FUNDS JUNE 30, 2022 Flexible Employee Compensation Retirement Plan Plan-Custodial Fund Total ADDITIONS Employer contributions $ 483,028 $ 2,332 $ 485,360 Employee contributions - 27,721 27,721 Total additons 483,028 30,053 513,081 DEDUCTIONS Fees 38,870 - 38,870 Payments to participants 909,991 30,053 940,044 Investment loss 1,294,402 - 1,294,402 Total deductions 2,243,263 30,053 2,273,316 Change in net position (1,760,235) - (1,760,235) Net position, beginning of year 8,838,927 - 8,838,927 Net position,end of year $ 7,078,692 $ - $ 7,078,692 The accompanying notes are an integral part of these financial statements. 29 NOTES TO FINANCIAL STATEMENTS CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION NOTES TO FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES A. Description of the Government-wide Financial Statements The government-wide financial statements (i.e., the statement of net position and the statement of activities) report information on all of the nonfiduciary activities of the Central Savannah River Area Regional Commission ("the Commission") and its component units. All fiduciary activities are reported only in the fund financial statements. Governmental activities, which normally are supported by member assessments, intergovernmental revenues, and other nonexchange transactions, are reported separately from business-type activities, which rely to a significant extent on fees and charges to external customers for support. Likewise, the Commission is reported separately from certain legally separate component units for which the primary government is financially accountable. B. Reporting Entity The Central Savannah River Area Regional Commission succeeded the former Central Savannah River Area Regional Development Center (Center) effective July 1, 2009. The Official Code of Georgia Annotated ("O.C.G.A.") §50-8-41 provided for this succession. All contractual obligations to employees, other duties, rights, and benefits of the Center automatically became duties, obligations, rights, and benefits of the successor Commission. The Commission is a special purpose local government existing under the authority of Georgia law as provided for by the O.C.G.A. §50-8-41. The responsibilities and authority of the Commission are contained in §50-8-30 through §50-8-67 of O.C.G.A. The Commission assists local governments in planning for common needs, cooperating for mutual benefit, and coordinating for sound regional development and is the designated Area on Aging Agency ("AAA") for the local area. Membership assessments, federal, state, local, and private grants/contracts finance operations of the Commission. Grants from federal, state, and other sources are the primary sources of revenues permitting the Commission to meet its responsibilities. County members of the Commission are Burke, Columbia, Glascock, Hancock, Jefferson, Jenkins, Lincoln, McDuffie, Richmond, Taliaferro, Warren, Washington, and Wilkes Counties. Municipalities members are: Waynesboro, Midville, Sardis, Girard, Keysville, Grovetown, Harlem, Gibson, Edge Hill, Mitchell, Sparta, Louisville, Wrens, Wadley, Stapleton, Bartow, Avera, Millen, Lincolnton, Thomson, Dearing, Hephzibah, Blythe, Crawfordville, Sharon, Warrenton, Norwood, Camak, Davisboro, Deepstep, Harrison, Oconee, Riddleville, Sandersville, Tennille, Washington, Tignall, and Rayle. As provided by law these members pay mandatory dues in support of the Commission (see Note 9.A). 30 NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) B. Reporting Entity (Continued) The Commission is fiscally independent of other state and local government units and as such is considered a primary government. The Commission's financial statements include the accounts of all the Commission's operations and its component units ("CU"s), entities for which the Commission is considered financially accountable. CSRA Resource Development Agency, Inc., CSRA Local Development Corporation, Inc., CSRA Rural Lending Authority, Inc., and Georgia Community Reinvestment Fund, Inc. are included as CUs. The Commission's Council (board of directors) appoints and has the authority to remove at will the directors of each corporation. These separate organizations do meet the financial accountability criteria described in Governmental Accounting Standards Board ("GASB") Statement 14, as amended by GASBs 39 and 61 and are included. The nature and significance of the relationship of these separate organizations with the Commission are such that exclusion would cause the Commission's financial statements to be incomplete. The Georgia Attorney General in his Official Opinion 96-8 dated May 9, 1996, stated, "It is my official opinion that an RDC [Center] lacks authority to abrogate its duty to be accountable for the nonprofit corporations it is authorized to create." The CUs are discretely presented, meaning their combined totals are reported in a separate column in the government wide financial statements to emphasize they are legally separate from the Commission. Combining statements are included in the basic financial statements following the fund statements. Each CU is operated and administered under a contractual arrangement with the Commission. The president, executive vice president, and assistant secretary of each of the CUs are employees of the Commission and receive no compensation directly from the CUs. The CUs do not issue separate financial statements. 31 NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) B. Reporting Entity (Continued) Discretely Presented Component Units The CSRA Resource Development Agency, Inc. ("CSRA RDA") was organized pursuant to the Georgia Nonprofit Corporation Code ("GNPCC") on October 24, 1979 and is exempt from income taxes under Internal Revenue Code ("IRC") Section 501(c)(3). CSRA RDA's principal objective and purpose is to operate a revolving loan fund. CSRA RDA makes loans to eligible applicants in areas exhibiting long-term economic deterioration. CSRA RDA's initial capitalization of $1,000,000 was obtained through a grant from the U.S. Department of Commerce, Economic Development Administration. CSRA RDA received an additional $1,500,000 capitalization through a grant from the U.S. Department of Commerce, Economic Development Administration in October 2017, which required a combined 50% match from the reporting government and CSRA Local Development Corporation, Inc. In response to the COVID-19 pandemic, CSRA RDA applied for and received an additional investment of$3,380,000 for a Revolving Loan Fund, as well as an additional $338,000 in administrative funds from the U.S. Department of Commerce, Economic Development Administration. The CSRA Local Development Corporation Inc., ("CSRA LDC") a U.S. Small Business Administration ("SBA") Certified Development Company ("CDC") was organized pursuant to the GNPCC on February 3, 1981 and is exempt from income taxes under IRC Section 501(c)(3). CSRA LDC's principal purpose is to assist eligible businesses with financing to maintain and/or create jobs. CSRA LDC provides financing assistance by packaging loans through the SBA's 504 and 7A Guaranteed Loan Programs. CSRA LDC provides loans backed by a 100% SBA-guaranteed debenture with a junior lien covering up to 40%of the total project cost. CSRA LDC also operates a direct loan program utilizing excess fees generated from its 504 program. See Note 5. The CSRA Rural Lending Authority, Inc. ("CSRA RLA") was organized pursuant to the GNPCC on December 11, 1990 and is exempt from income taxes under IRC Section 501(c)(3). CSRA RLA's purpose is to operate an intermediary relending program (revolving loan program) and to make loans to eligible applicants in rural areas. CSRA RLA is capitalized with low interest loans from the Farmers Home Administration ("FHA") Intermediary Relending Program. The Georgia Community Reinvestment Fund, Inc. ("GCRF")was organized pursuant to the GNPCC on February 21, 2020 and is exempt from income taxes under IRC Section 501 (c)(3). GCRF's is an affiliated non-profit of CSRA LDC whose purpose is to assist predominately low income communities by applying for Community Development Entity ("CDE") status under Treasury's CDFI program with the intent of applying for and obtaining Georgia controlled new market tax credits targeted at rural Georgia and metropolitan areas outside of Atlanta. 32 NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) C. Basis of Presentation — Government-wide Financial Statements While separate government-wide and fund financial statements are presented, they are interrelated. The statement of net position and the statement of activities display information about the primary government. These statements include the financial activities of the overall government and distinguish between governmental and business-type activities of the Commission. Governmental activities are financed through member assessments, intergovernmental revenues (grants and contracts), and other non-exchange transactions. Business-type activities are financed in whole or in part by fees charged to external parties. Likewise, the primary government is reported separately from certain legally separate component units for which the primary government is financially accountable. The statement of activities presents a comparison between direct expenses and program revenues for the different business-type activities of the Commission and for each function of the Commission's governmental activities. Direct expenses are those that are specifically associated with a program or function and, therefore, are clearly identifiable to a particular function. Program revenues include: (a) fees and charges paid by the recipients of goods or services offered by the programs, and (b) grants and contributions that are restricted to meeting the operational or capital requirements of a particular program. Revenues that are not classified as program revenues, member assessments and interest, are presented as general revenues. The effect of interfund activity has been eliminated from the government-wide financial statements. D. Basis Of Presentation — Fund Financial Statements The fund financial statements provide information about the Commission's funds. Separate statements for each fund category — governmental, proprietary, and fiduciary — are presented. The emphasis of fund financial statements is on major governmental and enterprise funds. In addition to the general fund the Commission has only one other governmental fund. Proprietary fund operation revenues, such as charges for services, result from exchange transactions associated with the principal activity of the fund. Exchange transactions are those in which each party receives and gives up essentially equal values. Nonoperating revenues, such as subsidies and investment earnings, result from non-exchange transactions or ancillary activities. The Commission reports the following major governmental funds: The General Fund is used to account for all non-specific financial resources and those not accounted for in other funds. The general fund balance is available for any purpose provided it is expended or transferred according to the general laws of Georgia. 33 NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) D. Basis Of Presentation — Fund Financial Statements The Grants and Contracts Fund is used to account for all the Commission's grants and contracts undertaken to carry out the functional responsibilities of the Commission. Within this fund, the Commission maintains records on a functional level. The Commission reports the following major proprietary funds. Herman Lodge Micro Loan Program is an enterprise fund used to account for revenues and expenses resulting from the operation of a micro revolving loan fund created by the Commission as a result of a Rural Enterprise Grant from United States Department of Agriculture ("USDA") Rural Economic and Community Development. Additionally, the Commission reports the following funds: The Cost Allocation Fund ("CAF") is an internal service fund used to account for indirect costs, payroll and fringe benefit payments and their allocation, other cost allocations, and the receipt and disbursement of all the Commission's funds. Because these services predominantly benefit governmental rather than business-type functions, the Cost Allocation Fund is reported with governmental activities in the government-wide financial statements. The Pension Trust Fund is a fiduciary fund used to account for the resources held for the benefit of participants in the Commission's money purchase pension plan. Custodial funds are custodial in nature and do not involve the measurement of operating results. The Commission uses a custodial fund to account for assets it holds on behalf of others. The Flexible Compensation Plan Fund accounts for the funds used for flex medical and dependent care costs for employees of the Commission in accordance with IRS regulations. During the course of operations, the Commission has activity between funds for various purposes. Any residual balances outstanding at year-end are reported as due from/to other funds. While these balances are reported in fund financial statements, certain eliminations are made in the preparation of the government-wide financial statements. Balances between the funds included in governmental activities (i.e., the governmental and internal service funds) are eliminated so that only the net amount is included as internal balances in the governmental activities column. Similarly, balances between the funds included in business-type activities (i.e., the enterprise funds) are eliminated so that only the net amount is included as internal balances in the business-type activities column. 34 NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) D. Basis Of Presentation — Fund Financial Statements (Continued) Further, certain activity occurs during the year involving transfers of resources between funds. In fund financial statements, these amounts are reported at gross amounts as transfers in/out. While reported in fund financial statements, certain eliminations are made in the preparation of the government-wide financial statements. Transfers between the funds included in governmental activities are eliminated so that only the net amount is included as transfers in the governmental activities column. Similarly, balances between the funds included in business-type activities are eliminated so that only the net amount is included as transfers in the business-type activities column. E. Measurement Focus and Basis of Accounting Government-wide, Proprietary and Fiduciary Fund Financial Statements — The government-wide, proprietary fund and fiduciary financial statements are reported using the economic resources measurement focus. The government-wide, proprietary fund and fiduciary financial statements are reported using the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded at the time liabilities are incurred, regardless of when the related cash flows take place. Nonexchange transactions, in which the Commission gives (or receives) value without directly receiving (or giving) equal value in exchange, include member assessments and donations. On an accrual basis, revenue from member assessments is recognized at July 1 of each fiscal year. Revenue from grants and reimbursable contracts is recognized when program expenditures are incurred in accordance with program guidelines. Amounts reported as program revenues include charges for services provided and intergovernmental grants and contracts. General revenues include member assessments, other miscellaneous income, and investment income. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. The principal operating revenues of the Commission's enterprise funds are charges to customers for sales and services and interest earned on program loans, as distinguished from interest earned on funds on deposit. Operating expenses for enterprise funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. 35 NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) E. Measurement Focus and Basis of Accounting (Continued) Governmental Fund Financial Statements — Governmental funds are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Under this method, revenues are recognized when measurable and available. "Measurable" means the amount of the transaction can be determined and "available" means collectible within the current period. The Commission considers all revenues available if they are collected within 150 days after year- end. Expenditures are recorded when the related fund liability is incurred, except for claims and judgments and compensated absences, which are recognized as expenditures to the extent they have matured. General capital asset acquisitions are reported as expenditures in governmental funds. Proceeds of general long-term debt and acquisitions under capital leases are reported as other financing sources. Revenues of the Commission's governmental funds susceptible to accrual are member assessments, interest, and the earned portion of grant and contracts. Grant and contract revenues are recognized when program expenditures are incurred in accordance with program guidelines. Such revenues are subject to review by the funding agency and may result in disallowance in subsequent periods. Unearned revenue arises when assets are recognized before revenue recognition criteria have been satisfied. It is the Commission's policy to first apply cost- reimbursement grant resources, followed by local grants or contracts, and then by general revenues. F. Cash and Cash Equivalents The Commission's cash and cash equivalents are considered to be cash on hand, demand deposits with banks and other financial institutions, and short-term investments with original maturities of three months or less from the date of acquisition. The local government investment pool, "Georgia Fund 1," created by O.C.G.A. §36-83-8, is a stable asset value investment pool, which follows Standard and Poor's criteria for AAAf rated money market funds and is regulated by the Georgia Office of the State Treasurer. The pool is not registered with the SEC as an investment company. The pool's primary objectives are safety of capital, investment income, liquidity and diversification while maintaining principal ($1 per share value). The asset value is calculated weekly to ensure stability. The pool distributes earnings (net of management fees) on a monthly basis and determines participants' shares sold and redeemed based on $1 per share. The pool also adjusts the value of its investments to fair market value as of year-end and the Commission's investment in the Georgia Fund 1 is reported at fair value. The Commission considers amounts held in Georgia Fund 1 as cash equivalents for financial statement presentation. See Note 4.A. 36 NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) G. Investments Investments are reported at fair value. Fair value is determined as follows: short-term investments are reported at cost, which approximates fair value; securities traded on national exchanges are valued at current prices or current prices of similar securities; securities for which an established market does not exist are reported at estimated fair value using selling prices for similar investments for which there is an active market. The Commission is authorized to invest in the following: obligations issued by the State of Georgia or by other states, obligations issued by the United States government, obligations fully insured or guaranteed by the United States government or a United States government agency, obligations of any corporation of the United States government, prime banker's acceptances, the Georgia Fund 1, repurchase agreements, and obligations of other political subdivisions of the State of Georgia. The Commission does not have a formal policy regarding investment policies that address credit risks, custodial credit risks, concentration of credit risks, interest rate risks or foreign currency risks. The Pension Trust Fund is authorized to invest in securities consistent with the Employee Retirement Income Security Act of 1974 ("ERISA") prudency and diversity of risk standards. The Pension TrusYs investment in mutual funds involves the Commission indirectly in derivatives. However, information relating to the nature and purpose of the derivative transactions or the Commission's exposure to credit risk, market risk, and legal risk is not available. H. Inventories and Prepaid Items Even though the Commission has some expendable supplies (e.g., office and computer supplies) on hand at June 30, the quantities and dollar values were not material. Accordingly, none is shown on the statement of net position at that date. The cost of supplies is recorded as expenditure at the time that the individual items are purchased. Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government-wide and fund financial statements. The cost of prepaid items is recorded as expenditures/expenses when consumed rather than when purchased. 37 NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) I. Capital Assets The Commission defines capital assets and right to use leased assets as assets with an initial, individual cost of more than $5,000 and an estimated useful life in excess of one year. Purchased capital assets and right to use leased assets are reported at cost or estimated historical cost. The Commission is not an organization type that is authorized to accept donated assets of any description or type. Capital assets of the Commission consist of vehicles, furniture, fixtures, and equipment. The Commission has no public domain or infrastructure capital assets. The cost of normal maintenance and repairs that do not add to the value of the asset or materially extend the assets' lives are not capitalized. Depreciation is computed using the straight-line method. A summary of the estimated useful lives is as follows for capital and right to use leased assets: Vehicles 4—5 years Office Equipment 5— 10 years Right-to-use leased equipment 5— 10 years Computer equipment 3—7 years Leasehold improvements Initial term of lease (15 years) Right-to-use leased building Initial term of lease (15 years) J. Compensated Absences The Commission created Paid Time Off("PTO"), effective July 1, 2002, to replace vacation and sick leave. The new policy allowed existing employees to retain their unused sick leave at June 30, 2002 and use as needed until exhausted. The paid time off policy of the Commission provides for the accumulation of up to 400 hours of PTO at December 31. Hours accumulate at the rate of 5.5 — 8.6 hours biweekly, depending upon the years of service. The employee's right to receive compensation for PTO vests bi-weekly as earned and is used through paid time off or cash payment at termination or retirement. For the Commission's government-wide financial statements and proprietary fund financial statements, an expense and a liability for compensated absences and the salary-related payments are recorded as PTO is earned. The Commission has assumed a first-in/first-out method of using accumulated compensated time. The portion of that time that is estimated to be used in the next fiscal year has been designated as a current liability in the government-wide financial statements. No accrual has been established for accumulated sick leave of employees since it is the Commission's policy to record the cost of sick leave only when it is used. However, at June 30 the value of unused sick leave was $83,019. 38 NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) K. Long-Term Obligations In the government-wide financial statements, and proprietary fund types in the fund financial statements, long-term debt is reported as a liability in the applicable governmental activities, business-type activities, or proprietary fund type statement of net position. L. Deferred Outflows/Inflows Of Resources In addition to assets, the statement of financial net 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 assets that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/ expenditure) until then. The Commission does not have any items that qualify for reporting in this category. In addition to liabilities, the statement of financial net 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 assets that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The Commission does not have any items that qualify for reporting in this category. M. Fund Equity Governmental fund equity is classified as fund balance. Fund balance is further classified as non- spendable, restricted, committed, assigned, or unassigned. Non-spendable fund balance cannot be spent because of its form or because it is legally or contractually required to be maintained intact. Restricted fund balance has limitations imposed by creditors, grantors, or contributors or by enabling legislation or constitutional provisions. Committed fund balance is a limitation imposed by the Council through approval of resolutions. Assigned fund balance is a limitation imposed by either Council or the executive director with the intent to be used for a specific purpose(s) and is neither restricted nor committed. Any excess of revenue over expenses for a particular program's activities will be transferred to the general fund and assigned to that particular purpose for future periods. Unassigned fund balance is the residual classification for the General Fund. It is the Commission's policy to consider restricted fund balance to have been depleted before using any of the components of unrestricted fund balance. When the components of unrestricted fund balance can be used for the same purpose, committed fund balance is depleted first, followed by assigned fund balance. Unassigned fund balance is applied last. 39 NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) M. Fund Equity (Continued) The General Fund is the only fund that reports positive unassigned fund balance. In governmental funds other than the General Fund, if expenditures incurred for specific purposes exceed amounts that are restricted, committed, or assigned to those purposes, a negative unassigned fund balance is reported. Fund equity for all other reporting is classified as net position. The Commission maintains a policy that unrestricted net position be equal to or greater than 25% of the primary government's net assets. N. Direct Costs and Allocation of Indirect Costs and Employee Benefits Costs that can be identified specifically with a particular grant, contract, or project are considered direct costs and are charged directly to the applicable grant, contract, or project. Costs that are incurred for a common or joint purpose benefiting more than one program or activity are considered indirect costs. Indirect costs are recorded as separate activity in the CAF and allocated to all grants, contracts, and projects in accordance with Office of Management and Budget ("OMB") 2 C.F.R. Part 200. Recoveries of these costs are recorded as operating revenues in the CAF and as expenditures or expenses in the paying fund. Costs not considered allowable under the Commission's cost allocation plan are excluded from the cost allocation process and create an operating deficit in the fund. When this occurs, funds are transferred from the General Fund to the CAF to cover the deficit created as the intent is for the activity to operate on a break-even basis. The Commission's indirect costs are allocated monthly to grants, contracts and projects using direct chargeable personnel costs as the allocation base. Total indirect costs incurred by the Commission for the year were $1,248,589 and allocated for the year were $1,244,774. The allocation base of direct chargeable personnel costs was $2,996,208; the effective indirect cost rate was 41.54%. The Commission's employee benefits are also allocated monthly to grants, contracts, and projects as a percentage of salaries. The Commission incurred total fringe benefits of $1,154,541 for the year. The allocation base of direct chargeable salaries was $2,581,316; the effective fringe benefit rate was 44.73%. The Commission maintains a cost allocation plan in support of its fringe benefit and indirect cost allocation methodologies. 40 NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) N. Direct Costs and Allocation of Indirect Costs and Employee Benefits (Continued) All costs related to the lease of the Commission's space, utilities, upkeep, and depreciation of leasehold improvements (considered collectively as facilities cost) are recorded in a separate activity in the CAF and are allocated to the Commission's functional activities based on square footage occupied by that activity. These costs are allocated monthly. Recoveries of these costs are recorded as operating revenues in the CAF and as expenditures or expenses in the paying fund. Funds are transferred from the General Fund to the CAF to cover the deficit created as the intent is for the activity to operate on a break-even basis. Total facilities cost for the year were$269,014. O. Use of Estimates The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and the reported amount of revenues and expenditures/expenses during the reporting period. Actual results could differ from those estimates. P. Leases Lessee The Commission is a lessee for noncancellable leases of equipment and vehicles. The Commission recognizes a lease liability and an intangible right-to-use lease asset in the government-wide financial statements. The Commission recognizes lease liabilities with an initial, individual value of$5,000 or more. At the commencement of a lease, the Commission initially measures 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 payments 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 lease asset is amortized on a straight-line basis over its useful life. 41 NOTES TO FINANCIAL STATEMENTS NOTE 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) P. Leases (Continued) Lessee(Continued) Key estimates and judgments related to leases include how the Commission determines: 1) the discount rate it uses to discount the expected lease payments to present value, 2) lease term, and 3) lease payments. • The Commission uses the interest rate charged by the lessor as the discount rate. When the interest rate charged by the lessor is not provided, the Commission generally 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 prices that the Commission is reasonably certain to exercise. The Commission monitors changes in circumstances that would require a remeasurement of its lease and will remeasure the lease asset and liability if certain changes occur that are expected to significantly affect the amount of the lease liability. Lease assets are reported with other capital assets and lease liabilities are reported with long-term debt on the statement of net position. NOTE 2. RECONCILIATION OF GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS A. Explanation of Certain Differences Between the Governmental Fund Balance Sheet and the Government-wide Statement Of Net Position The governmental fund balance sheet includes a reconciliation between fund balance — total governmental funds and net position — governmental activities as reported in the government-wide statement of net position. One element of that reconciliation explains that "capital assets used in governmental activities are not financial resources and, therefore, are not reported in the funds." The details of this difference are as follows: Property and equipment-Trailers for Workforce Development 13,982 Less: Accumulated depreciation - property and equipment (8,388) Vehicles - Mobile Classroom RV for Workforce Development 168,778 Less: Accumulated depreciation -vehicles (101,268) Net adjustment to increase fund ba/ance-total governmental funds to arrive at net position -governmental activities $ 73,104 42 NOTES TO FINANCIAL STATEMENTS NOTE 2. RECONCILIATION OF GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS (CONTINUED) A. Explanation of Certain Differences Between the Governmental Fund Balance Sheet and the Government-wide Statement Of Net Position (Continued) Another element of that reconciliation explains that"an internal service fund is used by management to charge general and administrative costs to individual funds. The assets and liabilities of the internal service fund are included in governmental activities in the statement of net position." The net position of the internal services fund of$302,120 is a net adjustment to increase fund balance— total governmental funds to arrive at net position—governmental activities. B. Explanation of Certain Differences Between the Governmental Fund Statement Of Revenues, Expenditures and Changes In Fund Balances and the Government-wide Statement of Activities The governmental fund statement of revenues, expenditures, and changes in fund balances includes a reconciliation between net changes in fund balances — total governmental funds and changes in net position of governmental activities as reported in the government-wide statement of activities. One element of that reconciliation explains that "governmental funds report capital outlays as expenditures. However, in the statement of activities, the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense. This amount represents depreciation on assets purchased with governmental funds." The details of this difference are as follows: Depreciation expense $ (36,552) Net adjustment to decrease net change in fund balances-total governmental funds $ (36,552) to arrive at changes in net position-governmental activities NOTE 3. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY A. Budgetary Information An internal operating budget for the General Fund, Special Revenue Fund, and Internal Service Fund is prepared by the Commission for management purposes. The budget is not subject to review or approval by the Legislature of the State of Georgia and, therefore, is a non-appropriated budget. 43 NOTES TO FINANCIAL STATEMENTS NOTE 3. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY (CONTINUED) B. Boundary of Operations The O.C.G.A. §50-8-32 provides that the Commission's jurisdiction and authority is limited to defined regional boundaries as specified by O.C.G.A. §50-8-4 and is denoted as Region 7. However, the Georgia Department of Human Services ("DHS"), Division of Aging Services continues to recognize Screven County as being in the program service area of the Commission. Therefore, the Commission is required by the terms of its agreements with DHS to continue operating its Aging and Transportation programs in Screven County. O.C.G.A. §50-8-35(a)(2) provides that a commission may contract with any state agency for coordinated and comprehensive planning covering areas not within the territorial boundaries with approval of that contract by the regional commission's council. NOTE 4. DETAILED NOTES ON ALL FUNDS A. Deposits and Investments At June 30, 2022 the Commission's cash and cash equivalents balance on the balance sheet included demand deposits and its investment in Georgia Fund 1. At June 30, 2022 the cash and investments included the following: Primary Government- Commission General Fund Petty cash $ 3,644 Total General Fund $ 3,644 Special Revenue Fund Petty cash $ 25 Total Special Revenue Fund 25 Cost Allocation Fund Petty cash $ 51 Demand deposits 2,397,813 Georgia Fund 1 1,151,784 Total Cost Allocation Fund 3,549,648 Total Governmental Activities $ 3,553,317 Component Units Enterprise Funds -demand deposits $ 2,930,430 44 NOTES TO FINANCIAL STATEMENTS NOTE 4. DETAILED NOTES ON ALL FUNDS (CONTINUED) A. Deposits and Investments (Continued) Custodia/ credit risk — deposits. Custodian credit risk is the risk that in the event of a bank failure, the Commission's deposits or its CUs' deposits may not be returned to it. Neither the government nor its CUs has a deposit policy for custodian risk. However, both the Commission and its CUs follow state law requiring pledges of collateral from depository institutions. As of June 30, 2022 the carrying amount of the Commission's deposits with financial institutions was $2,397,813 and the bank balance was $2,600,946. Of the bank balance, $250,000 was covered by Federal depository insurance and $2,350,946 was collateralized by securities in a Federal Reserve pledge account. Therefore, the Commission's deposits are not subject to custodial credit risk. As of June 30, the carrying amount of the CUs' deposits with financial institutions was $3,162,141 and the bank balance was $3,172,173. Of the bank balance, $800,020 was covered by Federal depository insurance and $2,136,519 was collateralized by a group of securities pledged by a group of financial institutions for providing common collateral for their deposits of public funds. The pool has the ability to make additional assessments. Therefore, the CUs' deposits are not subject to custodial credit risk. As of June 30, 2022 the Commission had the following investments: Weighted Weighted Investment Type Fair Value Average Quality Average Maturity Primary Government: Pension Trust Fund: Money market mutual funds 57,931 NA NA Fixed income mutual funds 658,444 NA NA Balanced mutual funds 193,600 NA NA Lifestyle balanced mutual funds 3,861,471 NA NA Equity mutual funds 2,293,191 NA NA Total Pension Trust Fund 7,064,637 Total investments $ 7,064,637 45 NOTES TO FINANCIAL STATEMENTS NOTE 4. DETAILED NOTES ON ALL FUNDS (CONTINUED) A. Deposits and Investments (Continued) Interest rate risk. Interest rate risk is the risk that changes in the interest rates of debt investments will adversely affect the fair value of investments. The Commission does not have formal policy for managing interest rate risk. Credit Quality Risk. Credit quality risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. The Commission does not have a formal policy for managing custodial credit risk. Concentration of Credit Risk. Concentration of credit risk is the risk of loss attributed to the magnitude of a government's investment in a single issuer. The Commission does not have a formal policy for managing concentration of credit risk. Custodial Credit Risk. Custodial credit risk for investments is the risk that, in the event of the failure of the counterparty to a transaction, the Commission will not be able to recover the value of the investment or collateral securities that are in the possession of an outside party. The Commission does not have a formal policy for managing custodial credit risk. At June 30, 2022, the Commission does not hold any investments subject to custodial credit risk. Fair Value Measurements. The Commission categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; and Level 3 inputs are significant unobservable inputs. The Commission has the following recurring fair value measurements as of June 30, 2022: Investment Level 1 Level 2 Level 3 Fair Value Money market mutual funds $ 57,931 $ - $ - $ 57,931 Fixed income mutual funds 658,444 - - 658,444 Balanced mutual funds 193,600 - - 193,600 Equity mutual funds 2,293,191 - - 2,293,191 Lifestyle balanced mutual funds 3,861,471 - - 3,861,471 Total investments measured at fair value $7,064,637 $ - $ - $ 7,064,637 Total Investments - Primary Government $ 7,064,637 46 NOTES TO FINANCIAL STATEMENTS NOTE 4. DETAILED NOTES ON ALL FUNDS A. Deposits and Investments (Continued) The money market mutual funds, fixed income, equity, and lifestyle balanced mutual funds classified in Level 1 of the fair value hierarchy are valued using prices quoted in active markets for those investments. The Georgia Fund 1 is an investment pool, which does not meet the criteria of GASB Statement No. 79 and is thus valued at fair value in accordance with GASB Statement No. 31. As a result, the Commission does not disclose investment in the Georgia Fund 1 within the fair value hierarchy. B. Accounts Receivable, Accounts Payable and Unearned Revenues A summary detail follows as of June 30, 2022: Accounts Accounts Unearned Receivable Payable Revenue Primary Government Governmental Activities: Area Agency on Aging Local Funds $ - $ - $ 17,603 Augusta Regional Development Alliance members - - 14,681 GA Dept of Community Health, Contract#2017006, Amendment 5 254,274 - - GA Dept. of Economic Development 65,284 - - GA Dept. of Economic Development-Workforce Division 200,196 - - GA Dept. of Human Services-Part B Caregiver Education Contract#42700-373-0000011928(FY12) - 293 - GA Dept. of Human Services, Chronic Disease Self- Management Program Contract#427-93-ARRA09012-99 - 3,944 - GA Dept. of Human Services, Contract#42700-373-0000020961 (FY14) - 160,113 - GA Dept. of Human Services, Coordinated Transportation Contract#42700-362-0000102150 380,998 - - GA Dept. of Human Services, Coordinated Transportation Contract#42700-362-000005517 (FY11) - 14,651 - GA Dept. of Human Services, Multi-Funded Aging Services Contract #427000-373-0000004858(FY11) - 178,395 - GA Dept. of Human Services, Multi-Funded Aging Services Contract #427-93-10100158-99(FY10) - 179,097 - GA Dept. of Human Services, Multi-Funded Aging Services Contract#427000-373-0000008190 (FY12) - 96,460 - GA Dept. of Human Services, Multi-Funded Aging Services Contract#427000-373-0000012740 (FY13) - 174,542 - GA Dept. of Human Services, Multi-Funded Aging Services Contract#42700-373-0000030572 (FY15) - 290,680 - 47 NOTES TO FINANCIAL STATEMENTS NOTE 4. DETAILED NOTES ON ALL FUNDS (CONTINUED) B. Accounts Receivable, Accounts Payable and Unearned Revenues (Continued) Accounts Accounts Unearned Receivable Payable Revenue Primary Government(Continued) Governmental Activities(Continued): GA Dept. of Human Services, Multi-Funded Aging Services Contract#42700-373-0000102213 (FY22) $ 672,109 $ - $ - GA Dept. of Human Services, HDC5 Contract#42700-373-0000101630 (FY22) 91,546 - - GA Dept. of Human Services, CARES Act Contract#42700-373-0000102979 (FY22) 117,655 - - GA Dept. of Transportation, Contract#IGTA2100666 417 - - GA Dept. of Transportation, Surface Transportation Funds PI#0017889 2,429 - - GA Dept. of Commuity Affairs, Planning Contract FY22 40,775 - - US DOD, Office of Economic Adjustment, Grant HQ0052010041 87,426 - - US DOD, Office of Economic Adjustment, Grant HQ0052010061 118,450 - - Member governments-assessments 3,368 - - Member governments-CDBG administration 106,804 - 46,295 Member governments-other 23,249 - 4,541 Other-travel advances 7,358 - - Other governmental entities 36,272 - 2,018 Various-vendors and service providers 3,666 910,803 - Governmental Activities 2,212,276 2,008,978 85,138 Component Units: Various-vendors and service providers $ - $ 2,243 $ - Component Units $ - $ 2,243 $ - 48 NOTES TO FINANCIAL STATEMENTS NOTE 5. LOANS RECEIVABLE A. Herman Lodge Micro Loan Program The Commission makes loans to eligible small businesses through its Micro Loan Program (MLP) Fund. The MLP has a loan portfolio of two notes with maturities ranging from 5 to 9 years and interest rates ranging from 4.75 % to 5.75% with an average rate of 5.25%. At June 30, 2022 MLP was not committed to any loans. B. Component Units Loans are made to eligible small businesses through the Commission's Revolving Loan Programs known collectively CSRA Business Lending operated by the CSRA Resource Development Agency, Inc., the CSRA Local Development Corp. Inc., and the CSRA Rural Lending Authority, Inc. The CSRA Resource Development Agency, Inc. consists of three loan portfolios (Fund 1, Fund 2, and Fund 3). Fund 1 is a loan portfolio of fourteen notes with maturities ranging from less than 1 year to 14 years and interest rates ranging from 2.50% to 7.25% with an average rate of 5.79%. Fund 2 is a loan portfolio of fifteen notes with maturities ranging from 1 to 14 years and interest rates ranging from 4.00% to 6.00% with an average rate of 5.27%. Fund 3 is a loan portfolio of twenty-three notes with maturities ranging from 6 years to 14 years and interest rates ranging from 4.00% to 5.50% with an average rate of 4.21%. At June 30, 2022 CSRA Resource Development Agency, Inc., Fund 1 was not committed to any loans, Fund 2 was not committed to any loans, and Fund 3 was committed to loans of$118,000. The CSRA Local Development Corp., Inc. has a loan portfolio of 11 notes with maturities ranging from less than 1 year to 15 years and interest rates ranging from 4.75% to 5.75% with an average rate of 5.34%. At June 30, 2022 CSRA Local Development Corp., Inc. was committed to loans of$138,000. The CSRA Rural Lending Authority, Inc. has a loan portfolio of 22 notes with maturities ranging from 1 to 14 years and interest rates ranging from 4.00°/o to 6.75% with an average rate of 5.70%. All of these loans are assigned with recourse to the USDA — Rural Development as collateral for the CSRA Rural Lending Authority, Inc. notes payable. At June 30, 2022 CSRA Rural Lending Authority, Inc. was committed to loans of$78,500. 49 NOTES TO FINANCIAL STATEMENTS NOTE 5. LOANS RECEIVABLE (CONTINUED) B. Component Units (Continued) Allowance for poubtful Accounts — The provision for doubtful accounts is considered adequate to provide for potential losses in the portfolio. ManagemenYs evaluation of the adequacy of the allowance is based on a review of individual loans, recent loss exposure, current economic conditions, risk characteristics of the borrowers, value of underlying collateral, and other factors. After additional provisions for bad debts based on the uncertainty of economic conditions due to COVID-19, management believes the allowances are adequate. Primary Government Component Units C RA RA Local RA Rural Business Resource Development Lending Type Development Corporation, Authority, Activities Agency, Inc. Inc. Inc. Total Balance, beginning of year $ 32,550 $ 291,925 $ 234,079 $ 337,439 $ 863,443 Provision for bad debts - - - 5,241 5,241 Change in reserves - - (122,326) - (122,326) Balance, end of year $ 32,550 $ 291,925 $ 111,753 $ 342,680 $ 746,358 NOTE 6. CAPITAL ASSETS A summary of changes in capital assets as of June 30, 2022 follows: A. Primary Government Beginning Ending Balance Increases Decreases Transfers Balance Primary Government: Governmental activities: Capital assets being depreciated: Leashold improvements $ 401,906 $ - $ - $ - $ 401,906 Property and equipment 266,741 - - - 266,741 Vehicles 193,352 - (24,574) - 168,778 Total 861,999 - (24,574) - 837,425 Less accumulated depreciation for: Leashold improvements (160,707) (27,027) - - (187,734) Property and equipment (180,848) (17,036) - - (197,884) Vehicles (92,085) (33,756) 24,574 - (101,267) Total (433,640) (77,819) 24,574 - (486,885) Governmental activities capital assets,net $ 428,359 $ (77,819) $ - $ - $ 350,540 50 NOTES TO FINANCIAL STATEMENTS NOTE 6. CAPITAL ASSETS (CONTINUED) B. Component Units Beginning Ending Balance Increases Decreases Transfers Balance Component Units: Business-type activities: Capital assets being depreciated: Leasehold improvements $ 58,902 $ - $ - $ - $ 58,902 Property and equipment 16,908 - - - 16,908 Total 75,810 - - - 75,810 Less accumulated depreciation for: Buildings - Land improvements (23,562) (3,927) - - (27,489) Machinery and equipment (16,908) - - - (16,908) Total (40,470) (3,927) - - (44,397) Capital assets being depreciated,net 35,340 (3,927) - - 31,413 Business-type activities capital assets,net $ 35,340 $ (3,927) $ - $ - $ 31,413 The general government depreciation of $41,267 is allocated to all functions through the Commission's indirect cost and facilities cost allocations. The remaining depreciation of$36,552 is the result of capital assets used in governmental activities which are not financial resources and, therefore, not reported in the funds. C. Leases Lessee— Lease Assets The Commission entered into a building lease in July of 2015 for a term of 15 years, renewable annually. The cost of the building is recorded at$1,993,308 and is recorded as a right-to-use leased asset. The asset will be amortized over the 15 year life of the lease. 51 NOTES TO FINANCIAL STATEMENTS NOTE 6. CAPITAL ASSETS (CONTINUED) C. Leases (Continued) Lessee— Lease Assets (Continued) A summary of lease asset activity for the Commission for the year ended June 30, 2022 is as fol lows: Beginning Ending Balance Increases Decreases Remeasure Balance Leased assets: Buildings $ 1,993,308 $ - $ - $ - $ 1,993,308 Equipment 54,427 135,517 189,944 Total leased assets 2,047,735 135,517 - - 2,183,252 Less accumulated amortization for: Buildings (872,791) (132,887) (1,005,678) Equipment (26,725) (26,519) - - (53,244) Total accumulated amortization (899,516) (159,406) - - (1,058,922) Total leased equipment and buildings, net $ 1,148,219 $ (23,889) $ - $ - $ 1,124,330 52 NOTES TO FINANCIAL STATEMENTS NOTE 7. INTERFUND BALANCES AND TRANSFERS The composition of interfund balances as of June 30, 2022 is as follows: Interfund Receivables Payable Primary Government: General Fund: Due from Grants and Contracts Fund $ 601,194 $ - Due from Cost Allocation Fund 2,766,598 - Due to Herman Lodge MLP 178 - Total General Fund 3,367,970 - Grants and Contracts Fund: Due to General Fund - 601,194 Due to cost allocation fund - - Herman Lodge MLP: Due to General Fund - 178 Cost Allocation Fund: Due to General Fund - 2,766,598 Total Primary Government $ 3,367,970 $ 3,367,970 The outstanding balances between funds result from the time lag between the dates that interfund goods and services are provided or reimbursable expenditures occur. These receivables and payables are classified as "due from other funds" or"due to other funds" on the balance sheet of the fund financial statements and as "internal balances" on the statement of net position in the government-wide financial statements. Interfund transfers for the year ended June 30, 2022, consisted of the following: Transfer In: rants an ost oca ion Transfer Out: General Fund Contracts Fund Fund Total General Fund $ - $ 507,480 $ 3,815 $ 511,295 Grants and Contracts Fund 60,072 - - 60,072 Total Transfers $ 60,072 $ 507,480 $ 3,815 $ 571,367 53 NOTES TO FINANCIAL STATEMENTS NOTE 7. INTERFUND BALANCES AND TRANSFERS (CONTINUED) Transfers are used to: 1) move unrestricted general funds to subsidize various activities whose operating cost exceeds revenues or as matching funds for various grant programs, 2) move the excess revenues from a fixed fee activity to the general fund, and 3) move interest earned in the cost allocation fund to the general fund. Local matching funds are shown as transfers from the general fund to the special revenue fund. NOTE 8. LONG-TERM DEBT A. Notes Payable 1) Component Units—Notes Payable: Note 1: The Central Savannah River Area Rural Lending Authority, Inc. ("CSRA RLA") borrowed $1,000,000 from the U.S. Department of Agriculture, Rural Development ("USDA RD") under a loan agreement dated October 30, 1991. Interest accrues at the rate of 1% per annum with payments of$39,900 beginning January 1, 1994 and continuing until October 31, 2021. Note 2: CSRA RLA executed a second loan agreement on July 26, 1994 with USDA RD to borrow an additional $1,000,000. Interest accrues at the rate of 1% per annum with payments of$39,900 beginning January 1, 1996 and continuing until July 26, 2024. Note 3: The CSRA RLA executed an assumption agreement on July 31, 1998 with Georgia Department of Community Affairs f/k/a GHFA Economic Financing Inc. ("DCA") and USDA RD conferring to the CSRA RLA the rights and obligations under the note dated May 26, 1994. The principal balance of the note on July 31, 1998 was $1,918,935 and at that time, $1,487,500 of the principal remained to draw. Interest accrues at the rate of 1% per annum with payments of$84,900 beginning January 1, 2002 and continuing until May 26, 2024. Prior to the assumption DCA received $512,500 of the loan committed and repaid $81,065. See A.2 Premium on Loan following. Note 5: CSRA RLA executed a fifth agreement on June 26, 2001 with USDA RD to borrow an additional $750,000. Interest only was due on the note for the first three years. Interest accrues at the rate of 1% per annum with payments of$31,834 beginning June 26, 2005 and continuing until June 26, 2031. Note 6: CSRA RLA executed a sixth agreement on June 25, 2018 with USDA RD to borrow an additional $603,120. Interest only was due on the note for the first three years. Interest accrues at the rate of 1% per annum with payments of$25,602 beginning June 15, 2021 and continuing until June 15, 2048. Funds from these loans capitalized the Intermediary Relending Program ("IRP") to provide a revolving loan fund for qualified borrowers. 54 NOTES TO FINANCIAL STATEMENTS NOTE 8. LONG-TERM DEBT (CONTINUED) A. Notes Payable (Continued) 1) Component Units— Notes Payable (Continued): The CSRA RLA, Inc. has pledged as collateral the balance of all loans receivable resulting from the re-lending of the proceeds of these notes and all other real and personal property of the CSRA RLA, Inc. In the event of a default, the USDA RD may declare all or any portion of the debt and interest created to be immediately due and payable and may proceed to enforce its rights under the related agreements. 2) Component Units— Premium on assumption of USDA note: Premium on Loan (Note 3): As part of the assumption agreement, CSRA RLA assumed three loans made by DCA from the $512,500 proceeds. The transaction resulted in the CSRA RLA paying a $73,890 premium for the right to assume the loan from DCA. This premium is being amortized over the term of the note. This premium was what the CSRA RLA, Inc. paid to the DCA to assume the remaining proceeds on the original loan from USDA. This premium is not related to or part of the note agreement with USDA and, therefore, is not reported as a premium related to debt: Value of loans receivable assumed from DCA at July 1, 1998 $ 357,545 Loan proceeds remaining to draw on USDA loan at July 1, 1998 1,487,500 Value of assets assumed from DCA at July 1, 1998 1,845,045 Note payable obligation assumed from DCA (1,918,935) Premium on loan assumed 73,890 Accumulated amortization 68,206 Carrying value at year-end $ 5,684 55 NOTES TO FINANCIAL STATEMENTS NOTE 8. LONG-TERM DEBT (CONTINUED) A. Notes Payable (Continued) A summary of long-term debt activity as of June 30, 2022 follows: Beginning Ending Due Within Balances Increases Decreases Balances One Year Primary Government Internal Service Fund: Annual leave $ 435,390 $ 313,314 $ (342,197) $ 406,507 $ 307,591 Beginning Ending Due Within Balances Increases Decreases Balances One Year Component Units: CSRA Rural Lending Authority, Inc. Notes Payable $ 1,524,959 $ - $ (204,760) $ 1,320,199 $ 169,038 Annual debt service requirements to maturity for long-term obligations including interest follow: Component Units Fiscal Year Ending June 30, Principal Interest 2023 $ 169,038 $ 13,202 2024 393,334 11,512 2025 49,862 7,578 2026 50,360 7,080 2027 50,864 6,576 2028—2032 230,212 25,150 2033—2037 111,381 16,632 2038—2042 117,062 10,950 2043—2047 123,033 4,979 2048 25,053 252 Total $ 1,320,199 $ 103,911 56 NOTES TO FINANCIAL STATEMENTS NOTE 8. LONG-TERM DEBT (CONTINUED) B. Accounting Treatment for 504 Loans and Debentures SBA 504 loans and debentures are not presented in the financial statements of the CSRA LDC. As of June 30, 2022 the balance of 504 loans outstanding is $88,497,873. C. Lease Liabilities Lessee— Lease Liabilities The Commission entered into a building lease in July of 2015 for a term of 15 years, renewable annually. The initial annual lease cost is $12.98 per square foot for lease years one through five, increasing to $13.96 for lease years six through ten, and $15.00 for lease years 11 through 15. In addition to the annual lease, the Commission is required to pay a monthly common area maintenance fee of $2.16 per square foot, with an annual adjustment for the Commission's proportionate share of actual common area maintenance costs. The monthly cost to the commission for fiscal year 2022 is $16,809. The Commission also entered into seven smaller equipment leases, mainly for printers and copiers. The Commission's lease liabilities activity for the year ended June 30, 2022 is as follows: Beginning Ending Due Within Balance Additions Reductions Balance One Year Lease liabilities $ 1,148,219 $ 135,517 $ (165,272) $ 1,118,464 $ 171,418 The future minimum commitments leases as of June 30, 2022 are: Fiscal Year Principal Interest Total 2023 $ 171,418 $ 44,841 $ 216,259 2024 161,788 50,447 212,235 2025 149,458 54,885 204,343 2026 152,096 64,256 216,352 2027 133,175 67,153 200,328 2028—2032 350,529 228,429 578,958 Total $ 1,118,464 $ 510,011 $ 1,628,475 57 NOTES TO FINANCIAL STATEMENTS NOTE 9. OTHER INFORMATION A. Member Assessments The Commission records assessments from member counties and municipalities within the Commission's geographic region as general revenue in the general fund. Georgia law and the Commission's by-laws stipulate a mandatory annual local funding formula. Georgia law requires all local governments to be a member of a regional commission and to pay a minimum dues amount of $.25 per capita. The Commission's by-laws require each member municipality and county to pay dues for membership based on the population within its political boundaries at the rate of a minimum of $1.00 per capita based upon the most recent estimate of population approved by the Georgia Department of Community Affairs. The population amount for each member is based on the 2010 census population figures. During the 12 months ended June 30, 2022 the Commission collected $520,041 dues from member counties and municipalities. Total dues assessed were $523,136, $273 was left unpaid from the prior year's balance as of June 30, 2021, and $3,095 remained unpaid from the current year's assessment as of June 30, 2022. B. Risk Management The Commission manages its risk from losses arising from physical damage to its assets as well as claims and judgments, which may arise from employees or others (including workers' compensation claims) through the purchase of commercial insurance. During the year ended June 30 there were no appreciable reductions in amounts or nature of coverage. In addition, there have been no losses, claims or judgments in excess of insurance coverage during the three-year period ended June 30. The Commission has no unsettled claims or judgments either from the current or prior fiscal years. 58 NOTES TO FINANCIAL STATEMENTS NOTE 9. OTHER INFORMATION (CONTINUED) C. Contingent Liabilities (Possible Unasserted Claims) Use of federal, state and locally administered federal and other grant funds is subject to review and audit by the grantor agencies. Such audits could lead to requests for reimbursement to the grantor agency for expenditures disallowed under terms of the grant. To the extent that such disallowances involve expenditures under subcontracted arrangements, the Commission generally has the right of recovery from such third parties. All of these third parties are either state or local government entities or non-profit sub recipients covered by the audit provisions of 2 Code of Federal Regulations (CFR) Part 200, "Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards". Paragraph 200.331 requires sub recipients to have made periodic independent audits of their operations and requires the Commission to obtain copies of such audits and permits the Commission to rely on such audits, if they meet the requirements of the CFR Part 200. Many audits for or including the year ended June 30 have not yet been performed. Accordingly, the Commission's compliance with this requirement will be established at some future date. The amount, if any, of sub recipient expenditures, which may be disallowed by the Commission after reviewing these audits, cannot be determined at this time although the Commission expects such amounts, if any, to be immaterial. Based upon prior experience and audit results, management believes that the Commission will not incur significant losses on possible grant disallowances. NOTE 10. CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION PENSION PLAN (THE "PLAN") The Commission's Council is the authority under which the Plan was established. All authority to make changes to the Plan documents, trustees, investment advisors, or change the rate of contributions is vested in the Commission's Council. Substantially all employees are covered by the Commission's single employer plan, which is a defined contribution plan. All employees who have attained the age of 21 and completed one year of service are eligible to participate in the Plan. The Commission's contribution for each employee and earnings thereon are partially vested after two years of continuous service and fully vested after six years of continuous service. The Commission's contribution for, and interest forfeited by, employees who leave employment before becoming fully vested are allocated among eligible participants. The Commission is obligated to contribute 18% of each eligible employee's annual compensation and employees cannot make voluntary contributions. The Plan is qualified under Section 401(a) of the Internal Revenue Code and the Trust created by the Plan is exempt from tax under Section 501(a) of the Internal Revenue Code. The Plan assets contain no securities of, or loans to, the Commission or any other related party. The plan had 65 participants. The Commission does not issue a separate report for this plan. The Commission's total current-year payroll for all employees is $2,990,546 of which $2,685,300 is for employees covered by the Plan. The Commission contributed $483,354 or 18% of the covered payroll into the Plan for the period ended June 30. 59 NOTES TO FINANCIAL STATEMENTS NOTE 11. NET INVESTMENT IN CAPITAL ASSETS Amounts comprising net investment in capital assets are as follows: �overnmentai internai aervice Component Activities Fund Leased assets, net $ 1,124,330 $ 1,124,330 Capital assets, net 350,540 277,436 Lease liability, current (171,418) (171,418) Lease liability, non-current (947,046) (947,046) Total $ 356,406 $ 283,302 60 COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION COMBINING STATEMENT OF NET POSITION COMPONENT UNITS JUNE 30, 2022 Georgia CSRA Resources CSRA Local CSRA rural Community Development Development Lending Reinvestment ASSETS Agency,Inc. Corporation,Inc. Authority,Inc. Fund,Inc. Total Current Assets Cash and cash equivalents $ 1,075,454 $ 1,086,518 $ 718,438 $ 50,020 $ 2,930,430 Restricted cash 235,634 - - - 235,634 Loans receivable,net 533,309 132,293 275,358 - 940,960 Prepaid items - 6,230 - - 6,230 Total current assets 1,844,397 1,225,041 993,796 50,020 4,113,254 Non-current assets: Non-current portion of loans receivable,net 5,020,876 989,175 1,451,359 - 7,461,410 Interfund advance - 50,716 - - 50,716 Capital assets,net - 31,413 - - 31,413 Premium on lon,net - - 5,684 - 5,684 Total non-current assets 5,020,876 1,071,304 1,457,043 - 7,549,223 Total Assets $ 6,865,273 $ 2,296,345 $ 2,450,839 $ 50,020 $ 11,662,477 LIABILITIES AND NET POSITION LIABILITIES Current liabilities Accounts payable $ 364 $ 1,821 $ 58 $ - $ 2,243 Accured liabilities 256 - 3,393 - 3,649 Due to primary government 83,079 139,288 30,927 57,629 310,923 Notes payable - - 169,038 - 169,038 Total current liabilities 83,699 141,109 203,416 57,629 485,853 Noncurrent liabilities Notes payable - - 1,151,161 - 1,151,161 Interfund advance 716 - - 50,000 50,716 Total noncurrent liabilities 716 - 1,151,161 50,000 1,201,877 NET POSITION Investment in capital assets - 31,413 - - 31,413 Unrestricted 6,780,858 2,123,823 1,096,262 (57,609) 9,943,334 Total net position 6,780,858 2,155,236 1,096,262 (57,609) 9,974,747 Total liabilities and net position $ 6,865,273 $ 2,296,345 $ 2,450,839 $ 50,020 $ 11,662,477 61 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION COMBINING STATEMENT OF ACTIVITIES COMPONENT UNITS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 CSRA CSRA Local Georgia Resource Development CSRA Rural Community Development Corporation, Lending Reinvestment Functions/Programs Agency, Inc. Inc. Authority, Inc. Fund, Inc. Total Business lending services $ 255,406 $ 1,101,926 $ 105,535 $ 4,347 $ 1,467,214 expenses Program revenues: Charges for services 286,090 1,192,884 272,910 1,421 1,753,305 Net(expense)revenue 30,684 90,958 167,375 (2,926) 286,091 General revenues(expenses): Investment income(loss) 1,115 1,085 (13,824) - (11,624) Grant revenue 160,480 - - - 160,480 Total general revenues and transfers 161,595 1,085 (13,824) - 148,856 Change in net position 192,279 92,043 153,551 (2,926) 434,947 Net position(deficit)-beginning 6,588,579 2,063,193 942,711 (54,683) 9,539,800 Net position(deficit)-ending $ 6,780,858 $ 2,155,236 $ 1,096,262 $ (57,609) $ 9,974,747 62 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION COMBINING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN NET POSITION COMPONENT UNITS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Georgia CSRA Resources CSRA Local CSRA Rural Community Development Development Lending Reinvestment Agency,Inc. Corporation,Inc. Authority,Inc. Fund,Inc. Total Operating revenues Interest income from program loans $ 270,566 $ 64,884 $ 127,741 $ - $ 463,191 Late charges 4,575 2,735 2,260 - 9,570 Loan processing fees 10,949 339,685 - 350,634 Loan servicing fees - 508,017 - - 508,017 Bad debt recovery - 202,563 - - 202,563 Miscellaneous income - 75,000 142,909 1,421 219,330 Total operating revenues 286,090 1,192,884 272,910 1,421 1,753,305 Operating expenses Administrative services 237,891 677,078 89,472 - 1,004,441 Legal Fees - 366 - - 366 Entertainment - 305 - - 305 Travel - 20,921 - 1,375 22,296 Supplies 650 16,669 416 1,012 18,747 Telecommunications 1,692 732 63 - 2,487 Insurance 2,294 2,294 2,294 - 6,882 Dues,subscriptions,and publications - 10,327 - - 10,327 Closing costs reimbursed - 80,316 - - 80,316 Postage and freight - 4,895 - - 4,895 Conferences and training - 13,363 - 725 14,088 Bad debts - 80,237 5,241 - 85,478 Amortization - - 2,842 - 2,842 Filing fees 2,734 4,265 537 1,235 8,771 Rent - 2,233 - - 2,233 Facilities cost 10,145 41,089 4,670 55,904 Loan Forgiveness - 142,909 - - 142,909 Depreciation - 3,927 - - 3,927 Total operating expenses 255,406 1,101,926 105,535 4,347 1,467,214 Operating income(loss) 30,684 90,958 167,375 (2,926) 286,091 Nonoperating revenues(expenses) Interest income 1,115 1,085 625 - 2,825 Grant revenues 160,480 - - - 160,480 Interest expense - - (14,449) - (14,449) Total nonoperating revenues (expenses) 161,595 1,085 (13,824) - 148,856 Change in net position 192,279 92,043 153,551 (2,926) 434,947 Net position(deficit),beginning ofyear 6,588,579 2,063,193 942,711 (54,683) 9,539,800 Net position(deficit),end of year $ 6,780,858 $ 2,155,236 $ 1,096,262 $ (57,609) $ 9,974,747 63 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION COMBINING SCHEDULE OF CASH FLOWS COMPONENT UNITS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Georgia CSRA Resources CSRA Local CSRA Rural Community Development Development Lending Reinvestment Agency,Inc. Corporation,Inc. Authority,Inc. Fund,Inc. Total CASH FLOWS FROM OPERATING ACTIVITIES Receiptsfromcustomers $ 286,572 $ 1,203,548 $ 278,203 $ 1,421 $ 1,769,744 Program loan principal repaid 1,482,342 420,078 560,539 - 2,462,959 Program loan disbursed to recipient (1,320,311) (598,797) - - (1,919,108) Payments to suppliers for goods and services (294,358) (1,325,738) (99,199) 36,579 (1,682,716) Net cash provided by (used in)operating activities 154,245 (300,909) 739,543 38,000 630,879 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers in 716 142,909 - - 143,625 Transfers out - (716) (142,909) - (143,625) Operating grant 160,480 - - - 160,480 Reduction of long-term debt - - (204,760) - (204,760) Interest paid - - (14,449) - (14,449) Net cash provided by custodial noncapital financing activities 161,196 142,193 (362,118) - (58,729) CASH FLOWS FROM INVESTING ACTIVITIES Interest on investments 1,115 1,085 625 - 2,825 Net cash provided by investing activities 1,115 1,085 625 - 2,825 Net decrease in cash and cash equivalents 316,556 (157,631) 378,050 38,000 574,975 Cash and cash equivalents: Beginningofyear 994,532 1,244,149 340,388 12,020 2,591,089 Endofyear $ 1,311,088 $ 1,086,518 $ 718,438 $ 50,020 $ 3,166,064 (Continued) 64 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION COMBINING SCHEDULE OF CASH FLOWS COMPONENT UNITS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Georgia CSRA Resources CSRA Local CSRA Rural Community Development Development Lending Reinvestment Agency,Inc. Corporation,Inc. Authority,Inc. Fund,Inc. Total Reconciliation of operating income (loss)to net cash provided by(used in) operating activities Operating income(loss) $ 30,684 $ 90,958 $ 167,375 $ (2,926) $ 286,091 Adjustments to reconcile operating income(loss)to net cash provided by(used in)operating activities: Bad Debts - (122,326) 5,241 - (117,085) Amortization - - 2,842 - 2,842 Depreciation expense 3,927 - - 3,927 Changes in assets and liabilities: Receivable-other 482 10,664 5,293 - 16,439 Loans receivable 162,031 (178,735) 560,539 - 543,835 Due from/to primary government 3,420 (98,530) 18 42,245 (52,847) Prepaid expenses - (6,230) - - (6,230) Accounts payable (42,628) (637) (965) (1,319) (45,549) Accrued expenses 256 - (800) - (544) Net cash provided by(used in) operating activities $ 154,245 $ (300,909) $ 739,543 $ 38,000 $ 630,879 65 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION COMBINING SCHEDULE OF NET POSITION CSRA RESOURCE DEVELOPMENT AGENCY, INC. JUNE 30, 2022 CSRA Resources CSRA Resources CSRA Resources Development Development Development Agency,Inc. Agency,Inc. Agency,Inc. ASSETS Fund 1 Fund 2 Fund 3 Total Current Assets Cash and cash equivalents $ 550,530 $ 109,103 $ 415,821 $ 1,075,454 Restricted Cash - 235,634 - 235,634 Loans receivable,net 128,986 138,724 265,599 533,309 Total current assets 679,516 483,461 681,420 1,844,397 Non-current assets: Non-current portion of loans receivable,net 977,839 1,208,169 2,834,868 5,020,876 Total non-current assets 977,839 1,208,169 2,834,868 5,020,876 Total Assets $ 1,657,355 $ 1,691,630 $ 3,516,288 $ 6,865,273 LIABILITIES AND NET POSITION LIABILITIES Current liabilities Accounts payable $ 105 $ - $ 259 $ 364 Accured liabilities - 256 - 256 Due to primary government 33,504 - 49,575 83,079 Total current liabilities 33,609 256 49,834 83,699 Noncurrent liabilities Interfund advance - - 716 716 Total noncurrent liabilities - - 716 716 NET POSITION Unrestricted 1,623,746 1,691,374 3,465,738 6,780,858 Total net position 1,623,746 1,691,374 3,465,738 6,780,858 Total liabilities and net position $ 1,657,355 $ 1,691,630 $ 3,516,288 $ 6,865,273 66 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET POSITION CSRA RESOURCE DEVELOPMENT AGENCY, INC. FOR THE FISCAL YEAR ENDED JUNE 30, 2022 CSRA Resources CSRA Resources CSRA Resources Development Development Development Agency,Inc. Agency,Inc. Agency,Inc. Fund 1 Fund 2 Fund 3 Total Operating revenues Interest income from program loans $ 75,962 $ 72,365 $ 122,239 $ 270,566 Late charges 1,797 1,689 1,089 4,575 Loan processing fees - 4,943 6,006 10,949 Total operating revenues 77,759 78,997 129,334 286,090 Operating expenses Administrative services 101,186 - 136,705 237,891 Supplies 448 99 103 650 Telecommunications 1,160 - 532 1,692 Insurance 2,294 - - 2,294 Filing fees 2,585 97 52 2,734 Facilities Cost 4,845 - 5,300 10,145 Total operating expenses 112,518 196 142,692 255,406 Operating income(loss) (34,759) 78,801 (13,358) 30,684 Nonoperating revenues Interest income 513 265 337 1,115 Grant revenues - - 160,480 160,480 Total nonoperating revenues 513 265 160,817 161,595 Change in net position (34,246) 79,066 147,459 192,279 Net position,beginning of year 1,657,992 1,612,308 3,318,279 6,588,579 Net position,end ofyear $ 1,623,746 $ 1,691,374 $ 3,465,738 $ 6,780,858 67 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION COMBINING STATEMENT OF CASH FLOWS CSRA RESOURCE DEVELOPMENT AGENCY, INC. FOR THE FISCAL YEAR ENDED JUNE 30, 2022 CSRA Resources CSRA Resources CSRA Resources Development Development Development Agency,Inc. Agency,Inc. Agency,Inc. Fund 1 Fund 2 Fund 3 Total CASH FLOWS FROM OPERATING ACTIVITIES Receiptsfromcustomers $ 77,613 $ 80,182 $ 128,777 $ 286,572 Program loan principal repaid 178,225 688,815 615,302 1,482,342 Program loan disbursed to recipient - (716,705) (603,606) (1,320,311) Payments to suppliers for goods and services (121,563) 60 (172,855) (294,358) Net cash provided by(used in)operating activities 134,275 52,352 (32,382) 154,245 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers in - - 716 716 Operating grant - - 160,480 160,480 financing activities - - 161,196 161,196 CASH FLOWS FROM INVESTING ACTIVITIES Interest on investments 513 265 337 1,115 Net cash provided by investing activities 513 265 337 1,115 Net increase in cash and cash equivalents 134,788 52,617 129,151 316,556 Cash and cash equivalents: Beginning of year 415,742 292,120 286,670 994,532 Endofyear $ 550,530 $ 344,737 $ 415,821 $ 1,311,088 (Continued) 68 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION COMBINING STATEMENT OF CASH FLOWS CSRA RESOURCE DEVELOPMENT AGENCY, INC. FOR THE FISCAL YEAR ENDED JUNE 30, 2022 CSRA Resources CSRA Resources CSRA Resources Development Development Development Agency,Inc. Agency,Inc. Agency,Inc. Fund 1 Fund 2 Fund 3 Total Reconciliation of operating income(loss)to net cash provided by(used in)operating activities Operating income(loss) $ (34,759) $ 78,801 $ (13,358) $ 30,684 Adjustments to reconcile operating loss to net cash provided by operating activities: Changes in assets and liabilities: Loans receivable 178,225 (27,890) 11,696 162,031 Otherreceivable (146) 1,185 (557) 482 Accounts payable (1,074) - (41,554) (42,628) Due from primary government (7,971) - 11,391 3,420 Accrued liabilities - 256 256 Net cash provided by(used in)operating activities $ 134,275 $ 52,352 $ (32,382) $ 154,245 69 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION GRANTS AND CONTRACTS FUND SCHEDULE OF REVENUES AND EXPENDITURES BY ACTIVITY - BUDGET AND ACTUAL FOR THE FISCAL YEAR ENDED JUNE 30, 2022 (With comparative totals for the fiscal year ended June 30, 2022) REGIONAL TRANSPORTATION AGING SERVICES SERVICES WORKFORCE DEVELOPMENT BUDGET ACTUAL BUDGET ACTUAL BUDGET ACTUAL REVENUES Federal and state grants/contracts $ 4,984,170 $ 4,634,280 $ 1,535,791 $ 1,635,860 $ 2,438,729 $ 1,697,986 City,county,or other grants/contracts - 28,780 - - - - Program income - 43,810 - - - - TOTAL REVENUES 4,984,170 4,706,870 1,535,791 1,635,860 2,438,729 1,697,986 EXPENDITURES Personal services 1,349,313 1,268,181 42,496 18,682 492,884 350,009 Travel 23,998 5,704 500 166 1,892 12,549 Contracts 2,654,073 2,432,352 1,466,749 1,590,186 1,489,449 925,755 All other operating costs 537,527 539,242 1,194 1,119 371,251 316,846 Cost allocation plan 583,928 550,916 18,390 7,978 214,628 151,007 TOTAL EXPENDITURES 5,148,839 4,796,395 1,529,329 1,618,131 2,570,104 1,756,166 EXCESS(DEFICIT)OF REVENUES OVER EXPENDITURES (164,669) (89,525) 6,462 17,729 (131,375) (58,180) OTHER FINANCING SOURCES(USES) Transfers in 164,669 116,908 - - 131,375 58,180 Transfers out - (27,383) (6,462) (17,729) - - TOTAL OTHER FINANCING SOURCES(USES) 164,669 89,525 (6,462) (17,729) 131,375 58,180 EXCESS(DEFICIT)OF REVENUES AND OTHER SOURCES OVER EXPENDITURES AND OTHER USES $ - $ - $ - $ - $ - $ - (Continued) 70 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION GRANTS AND CONTRACTS FUND SCHEDULE OF REVENUES AND EXPENDITURES BY ACTIVITY - BUDGET AND ACTUAL FOR THE FISCAL YEAR ENDED JUNE 30, 2022 (With comparative totals for the fiscal year ended June 30, 2022) PLANNING AND ZONING SERVICES LOCAL GOVERNMENT SERVICES ECONOMIC DEVELOPMENT BUDGET ACTUAL BUDGET ACTUAL BUDGET ACTUAL REVENUES Federal and state grants/contracts $ 690,762 $ 826,117 $ 4,090 $ 4,091 $ 272,082 $ 216,131 City,county,or other grants/contracts 22,500 5,204 379,363 303,870 - - Program income - - 44,000 17,500 - - TOTAL REVENUES 713,262 831,321 427,453 325,461 272,082 216,131 EXPENDITURES Personal services 123,848 111,518 265,135 281,133 173,499 149,042 Travel 16,074 6,364 5,000 3,994 11,000 765 Contracts 474,348 632,785 - 10,514 - - All other operating costs 96,794 101,625 60,611 58,316 36,516 12,165 Cost allocation plan 53,596 47,854 114,740 122,934 75,083 64,412 TOTAL EXPENDITURES 764,660 900,146 445,486 476,891 296,098 226,384 EXCESS(DEFICIT)OF REVENUES OVER EXPENDITURES (51,398) (68,825) (18,033) (151,430) (24,016) (10,253) OTHER FINANCING SOURCES(USES) Transfers in 51,398 69,600 18,033 165,615 24,016 10,253 Transfers out - (775) - (14,185) - - TOTAL OTHER FINANCING SOURCES(USES) 51,398 68,825 18,033 151,430 24,016 10,253 EXCESS(DEFICIT)OF REVENUES AND OTHER SOURCES OVER EXPENDITURES AND OTHER USES $ _ $ _ $ _ $ _ $ _ $ _ (Continued) 71 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION GRANTS AND CONTRACTS FUND SCHEDULE OF REVENUES AND EXPENDITURES BY ACTIVITY - BUDGET AND ACTUAL FOR THE FISCAL YEAR ENDED JUNE 30, 2022 (With comparative totals for the fiscal year ended June 30, 2022) ADMINISTRATION OF COMPONENT UNITS June 30,2022 Totals June 30,2021 BUDGET ACTUAL BUDGET ACTUAL ACTUAL REVENUES Federal and state grants/contracts $ - $ - $ 9,925,624 $ 9,014,465 $ 8,770,834 City,county,or other grants/contracts 959,719 986,653 1,361,582 1,324,507 1,249,323 Program income - - 44,000 61,310 63,320 TOTAL REVENUES 959,719 986,653 11,331,206 10,400,282 10,083,477 EXPENDITURES Personal services 691,596 776,653 3,138,771 2,955,218 2,838,273 Travel - - 58,464 29,542 7,664 Contracts - - 6,084,619 5,591,592 5,434,677 All other operating costs 58,123 - 1,162,016 1,029,313 993,089 Costallocation plan 299,295 296,924 1,359,660 1,242,025 1,185,247 TOTAL EXPENDITURES 1,049,014 1,073,577 11,803,530 10,847,690 10,458,950 EXCESS(DEFICIT)OF REVENUES OVER EXPENDITURES (8g,2g5) (86,924) (472,324) (447,408) (375,473) OTHER FINANCING SOURCES(USES) Transfers in 89,295 86,924 478,786 507,480 428,578 Transfers out - - (6,462) (60,072) (53,105) TOTAL OTHER FINANCING SOURCES(USES) 89,295 86,924 472,324 447,408 375,473 SOURCES OVER EXPENDITURES AND OTHER USES $ _ $ _ $ _ $ _ $ _ 72 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL GEORGIA DEPARTMENT OF HUMAN SERVICES AREA AGENCY ON AGING CONTRACT#42700-373-0000102213 FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ 4,077,998 $ 3,377,248 $ (700,750) City,county,or other grants/contracts - 28,780 28,780 Program income - 43,810 43,810 TOTAL REVENUES 4,077,998 3,449,838 (628,160) EXPENDITURES Personnel services 917,314 756,575 160,739 Travel 20,998 3,587 17,411 Contracts 2,654,073 2,183,234 470,839 Other operating costs 250,729 241,562 9,167 Cost allocation plan 396,976 328,498 68,478 TOTAL EXPENDITURES 4,240,090 3,513,456 726,634 EXCESS(DEFICIT)OF REVENUES OVER EXPENDITURES (162,092) (63,618) 98,474 OTHER FINANCING SOURCES(USES) Transfers in 162,092 89,230 (72,862) Transfers out - (25,612) (25,612) TOTAL OTHER FINANCING SOURCES(USES) 162,092 63,618 (98,474) EXPENDITURES AND OTHER USES $ _ $ _ $ _ 73 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL GEORGIA DEPARTMENT OF HUMAN SERVICES FAMILIES FIRST SERVICES PROGRAM CONTRACT#42700-373-0000103080 FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ - $ 14,331 $ 14,331 TOTAL REVENUES - 14,331 14,331 EXPENDITURES Contracts - 14,365 (14,365) TOTAL EXPENDITURES - 14,365 (14,365) DEFICIT OF REVENUES OVER EXPENDITURES - (34) (34) OTHER FINANCING SOURCES Transfers in - 34 34 TOTAL OTHER FINANCING SOURCES - 34 34 EXPENDITURES AND OTHER USES $ _ $ _ $ _ 74 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL GEORGIA DEPARTMENT OF HUMAN SERVICES CARES ACT SERVICES PROGRAM CONTRACT#42700-373-0000102979 FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ - $ 274,464 $ 274,464 TOTAL REVENUES - 274,464 274,464 EXPENDITURES Personnel services - 56,807 (56,807) Travel - 155 (155) Contracts - 138,343 (138,343) Other operating costs - 73,516 (73,516) Cost allocation plan - 24,174 (24,174) TOTAL EXPENDITURES - 292,995 (292,995) DEFICIT OF REVENUES OVER EXPENDITURES - (18,531) (18,531) OTHER FINANCING SOURCES(USES) Transfers in - 20,302 20,302 Transfers out - (1,771) (1,771) TOTAL OTHER FINANCING SOURCES(USES) - 18,531 18,531 EXPENDITURES AND OTHER USES $ _ $ _ $ _ 75 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL GEORGIA DEPARTMENT OF HUMAN SERVICES CONSOLIDATED APPROPRIATIONS ACT 2021 CONTRACT#42700-373-0000101630 FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ - $ 96,235 $ 96,235 TOTAL REVENUES - 96,235 96,235 EXPENDITURES Contracts - 96,235 (96,235) TOTAL EXPENDITURES - 96,235 (96,235) EXPENDITURES AND OTHER USES $ _ $ _ $ _ 76 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL GEORGIA DEPARTMENT OF HUMAN SERVICES COORDINATED TRANSPORTATION PROGRAM CONTRACT#42700-362-0000102150 FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ 1,535,791 $ 1,635,860 $ 100,069 TOTAL REVENUES 1,535,791 1,635,860 100,069 EXPENDITURES Personnel services 42,496 18,682 23,814 Travel 500 166 334 Contracts 1,466,749 1,590,186 (123,437) Other operating costs 1,194 1,119 75 Cost allocation plan 18,390 7,978 10,412 TOTAL EXPENDITURES 1,529,329 1,618,131 (88,802) EXCESS OF REVENUES OVER EXPENDITURES 6,462 17,729 11,267 OTHER FINANCING USES Transfers out (6,462) (17,729) (11,267) TOTAL OTHER FINANCING USES (6,462) (17,729) (11,267) EXPENDITURES AND OTHER USES $ _ $ _ $ _ 77 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL GEORGIA DEPARTMENT OF COMMUNITY HEALTH COMMUNITY CARE SERVICES PROGRAM CARE COORDINATION CONTRACT#2017006 -AMENDMENT#5 FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ 906,172 $ 872,002 $ (34,170) TOTAL REVENUES 906,172 872,002 (34,170) EXPENDITURES Personnel services 431,999 454,799 (22,800) Travel 3,000 1,962 1,038 Contracts - 175 (175) Other operating costs 286,798 224,164 62,634 Cost allocation plan 186,952 198,244 (11,292) TOTAL EXPENDITURES 908,749 879,344 29,405 DEFICIT OF REVENUES OVER EXPENDITURES (2,577) (7,342) (4,765) OTHER FINANCING SOURCES Transfers in 2,577 7,342 4,765 TOTAL OTHER FINANCING SOURCES 2,577 7,342 4,765 EXPENDITURES AND OTHER USES $ _ $ _ $ _ 78 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL GEORGIA DEPARTMENT OF ECONOMIC DEVELOPMENT -WORKFORCE DIVISION WORKFORCE INVESTMENT ACT GRANTS CONTRACT#'s VARIOUS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ 2,438,729 $ 1,697,986 $ (740,743) TOTAL REVENUES 2,438,729 1,697,986 (740,743) EXPENDITURES Personal services 492,884 350,009 142,875 Travel 1,892 12,549 (10,657) Contracts 1,489,449 925,755 563,694 Other operating costs 371,251 316,846 54,405 Cost allocation plan 214,628 151,007 63,621 TOTAL EXPENDITURES 2,570,104 1,756,166 813,938 DEFICIT OF REVENUES OVER EXPENDITURES (131,375) (58,180) 73,195 OTHER FINANCING SOURCES Transfers in 131,375 58,180 (73,195) TOTAL OTHER FINANCING SOURCES 131,375 58,180 (73,195) EXPENDITURES AND OTHER USES $ _ $ _ $ _ 79 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL U.S. DEPARTMENT OF COMMERCE ECONOMIC DEVELOPMENT ADMINISTRATION 301(B) PLANNING GRANT AWARD NUMBERS ED20ATL3020002 FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ 70,000 $ 39,283 $ (30,717) TOTAL REVENUES 70,000 39,283 (30,717) EXPENDITURES Personnel services 47,112 32,877 14,235 Travel 5,500 380 5,120 Other operating costs 21,016 1,963 19,053 Cost allocation plan 20,388 13,884 6,504 TOTAL EXPENDITURES 94,016 49,104 44,912 DEFICIT OF REVENUES OVER EXPENDITURES (24,016) (9,821) 14,195 OTHER FINANCING SOURCES Transfers in 24,016 9,821 (14,195) TOTAL OTHER FINANCING SOURCES 24,016 9,821 (14,195) EXPENDITURES AND OTHER USES $ _ $ _ $ _ 80 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL U.S. DEPARTMENT OF COMMERCE ECONOMIC DEVELOPMENT ADMINISTRATION COVID-19 RECOVERY AND RESILIENCY PROJECT -AWARD NUMBERS ED20ATL3070037 FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ 202,082 $ 176,848 $ (25,234) TOTAL REVENUES 202,082 176,848 (25,234) EXPENDITURES Personnel services 126,387 116,165 10,222 Travel 5,500 385 5,115 Other operating costs 15,500 10,202 5,298 Cost allocation plan 54,695 50,528 4,167 TOTAL EXPENDITURES 202,082 177,280 24,802 DEFICIT OF REVENUES OVER EXPENDITURES - (432) (432) OTHER FINANCING SOURCES Transfers in - 432 432 TOTAL OTHER FINANCING SOURCES - 432 432 EXPENDITURES AND OTHER USES $ _ $ _ $ _ 81 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL U.S. DEPARTMENT OF DEFENSE -OFFICE OF ECONOMIC ADJUSTMENT FORT GORDON GROWTH MANAGEMENT PLAN HQ00052010041 FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ 338,414 $ 504,037 $ 165,623 City,county, or other grants/contracts 12,500 - (12,500) TOTAL REVENUES 350,914 504,037 153,123 EXPENDITURES Personnel services 15,134 3,001 12,133 Contracts 306,848 491,685 (184,837) Other operating costs 49,501 66,562 (17,061) Cost allocation plan 6,549 1,224 5,325 TOTAL EXPENDITURES 378,032 562,472 (184,440) DEFICIT OF REVENUES OVER EXPENDITURES (27,118) (58,435) (31,317) OTHER FINANCING SOURCES Transfers in 27,118 58,435 31,317 TOTAL OTHER FINANCING SOURCES 27,118 58,435 31,317 EXPENDITURES AND OTHER USES $ _ $ _ $ _ 82 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL U.S. DEPARTMENT OF DEFENSE -OFFICE OF ECONOMIC ADJUSTMENT FORT GORDON COMPATIBLE USE AND JOINT LAND USE STUDIES HQ00052010061 FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ 181,748 $ 148,961 $ (32,787) TOTAL REVENUES 181,748 148,961 (32,787) EXPENDITURES Personnel services 23,341 8,597 14,744 Travel 11,000 6 10,994 Contracts 157,500 141,100 16,400 Otheroperatingcosts - 1,800 (1,800) Cost allocation plan 10,101 3,858 6,243 TOTAL EXPENDITURES 201,942 155,361 46,581 DEFICIT OF REVENUES OVER EXPENDITURES (20,194) (6,400) 13,794 OTHER FINANCING SOURCES Transfers in 20,194 6,400 (13,794) TOTAL OTHER FINANCING SOURCES 20,194 6,400 (13,794) EXPENDITURES AND OTHER USES $ _ $ _ $ _ 83 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL GEORGIA DEPARTMENT OF TRANSPORTATION PLANNING AGREEMENT -STATE PLANNING AND RESEARCH PI #0017149 FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ 15,600 $ 8,398 $ (7,202) TOTAL REVENUES 15,600 8,398 (7,202) EXPENDITURES Personnel services 12,988 6,998 5,990 Travel - 38 (38) Other operating costs 1,077 402 675 Cost allocation plan 5,621 3,060 2,561 TOTAL EXPENDITURES 19,686 10,498 9,188 DEFICIT OF REVENUES OVER EXPENDITURES (4,086) (2,100) 1,986 OTHER FINANCING SOURCES Transfers in 4,086 2,100 (1,986) TOTAL OTHER FINANCING SOURCES 4,086 2,100 (1,986) EXPENDITURES AND OTHER USES $ _ � _ $ _ 84 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL GEORGIA DEPARTMENT OF TRANSPORTATION TIA AGREEMENT FOR ADMINISTRATIVE SERVICES IGTA2100666 FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ - $ 1,622 $ 1,622 TOTAL REVENUES - 1,622 1,622 EXPENDITURES Personnel services - 1,063 (1,063) Travel - 18 (18) Otheroperating costs - 56 (56) Cost allocation plan - 485 (485) TOTAL EXPENDITURES - 1,622 (1,622) EXPENDITURES AND OTHER USES $ _ $ _ $ _ 85 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL GEORGIA DEPARTMENT OF NATURAL RESOURCES HISTORIC PRESERVATION FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ 4,090 $ 4,091 $ 1 TOTAL REVENUES 4,090 4,091 1 EXPENDITURES Personnel services 4,466 14,766 (10,300) Travel - 28 (28) Other operating costs 1,089 1,222 (133) Cost allocation plan 1,933 6,667 (4,734) TOTAL EXPENDITURES 7,488 22,683 (15,195) DEFICIT OF REVENUES OVER EXPENDITURES (3,398) (18,592) (15,194) OTHER FINANCING SOURCES Transfers in 3,398 18,592 15,194 TOTAL OTHER FINANCING SOURCES 3,398 18,592 15,194 EXPENDITURES AND OTHER USES $ _ $ _ $ _ 86 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL GEORGIA DEPARTMENT OF COMMUNITY AFFAIRS FY 2022 SUPPORT CONTRACT FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Federal and state grants/contracts $ 155,000 $ 163,099 $ 8,099 TOTAL REVENUES 155,000 163,099 8,099 EXPENDITURES Personnel services 65,457 88,269 (22,812) Travel 5,000 6,293 (1,293) Contracts 10,000 - 10,000 Other operating costs 46,216 32,725 13,491 Cost allocation plan 28,327 37,684 (9,357) TOTAL EXPENDITURES 155,000 164,971 (9,971) DEFICIT OF REVENUES OVER EXPENDITURES _ (1,872) (1,872) OTHER FINANCING SOURCES(USES) Transfers in - 2,647 6,538 Transfers out - (775) (4,666) TOTAL OTHER FINANCING SOURCES(USES) - 1,872 1,872 EXPENDITURES AND OTHER USES $ _ $ _ $ _ 87 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL GEORGIA DEPARTMENT OF COMMUNITY AFFAIRS REVAMP/MAP-21 PROGRAM FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES City,county,or other grants/contracts $ 10,000 $ 5,204 $ (4,796) TOTAL REVENUES 10,000 5,204 (4,796) EXPENDITURES Personnel services 6,928 3,590 3,338 Travel 74 9 65 Otheroperating costs - 80 (80) Cost allocation plan 2,998 1,543 1,455 TOTAL EXPENDITURES 10,000 5,222 4,778 DEFICIT OF REVENUES OVER EXPENDITURES - (18) (18) OTHER FINANCING SOURCES Transfers in - 18 18 TOTAL OTHER FINANCING SOURCES - 18 18 EXPENDITURES AND OTHER USES $ _ � _ $ _ 88 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL LOCAL CONTRACTS AND ACTIVITIES PREPARATION OF COMMUNITY DEVELOPMENT BLOCK APPLICATIONS FOR MEMBERS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES Program income $ 24,000 $ 17,500 $ (6,500) TOTAL REVENUES 24,000 17,500 (6,500) EXPENDITURES Personnel services 16,395 18,594 (2,199) Travel - 357 (357) Other operating costs 2,916 3,300 (384) Cost allocation plan 7,095 7,884 (789) TOTAL EXPENDITURES 26,406 30,135 (3,729) DEFICIT OF REVENUES OVER EXPENDITURES (2,406) (12,635) (10,229) OTHER FINANCING SOURCES Transfers in 2,406 12,635 10,229 TOTAL OTHER FINANCING SOURCES 2,406 12,635 10,229 EXPENDITURES AND OTHER USES $ _ $ _ $ _ 89 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL LOCAL CONTRACTS AND ACTIVITIES ADMINISTRATION OF CDBG CONTRACTS FOR MEMBERS - COVID FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES TOTALREVENUES $ - $ - $ - EXPENDITURES Personnel services - 25,339 (25,339) Travel - 230 (230) Other operating costs - 2,773 (2,773) Cost allocation plan - 11,515 (11,515) TOTAL EXPENDITURES - 39,857 (39,857) DEFICIT OF REVENUES OVER EXPENDITURES - (39,857) (39,857) OTHER FINANCING SOURCES Transfers in - 39,857 39,857 TOTAL OTHER FINANCING SOURCES - 39,857 39,857 EXPENDITURES AND OTHER USES $ _ $ _ $ _ 90 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL LOCAL CONTRACTS AND ACTIVITIES ADMINISTRATION OF CDBG CONTRACTS FOR MEMBERS -ARPA FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES TOTALREVENUES $ - $ - $ - EXPENDITURES Personnel services - 8,136 (8,136) Other operating costs - 555 (555) Cost allocation plan - 3,559 (3,559) TOTAL EXPENDITURES - 12,250 (12,250) DEFICIT OF REVENUES OVER EXPENDITURES - (12,250) (12,250) OTHER FINANCING SOURCES Transfers in - 12,250 12,250 TOTAL OTHER FINANCING SOURCES - 12,250 12,250 EXPENDITURES AND OTHER USES $ _ $ _ $ _ 91 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL LOCAL CONTRACTS AND ACTIVITIES ADMINISTRATION OF CDBG CONTRACTS FOR MEMBERS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES City,county,or other grants/contracts $ 379,363 $ 281,336 $ (98,027) TOTAL REVENUES 379,363 281,336 (98,027) EXPENDITURES Personnel services 223,412 159,887 63,525 Travel 5,000 2,073 2,927 Contracts - 10,514 (10,514) Other operating costs 54,267 29,409 24,858 Cost allocation plan 96,684 70,073 26,611 TOTAL EXPENDITURES 379,363 271,956 107,407 EXCESS(DEFICIT)OF REVENUES OVER EXPENDITURES - 9,380 9,380 OTHER FINANCING SOURCES(USES) Transfers in - 4,805 4,805 Transfers out - (14,185) (14,185) TOTAL OTHER FINANCING SOURCES(USES) - (9,380) (9,380) EXPENDITURES AND OTHER USES $ _ $ _ $ _ 92 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL LOCAL CONTRACTS AND ACTIVITIES ADMINISTRATION OF TRANSPORTATION ENHANCEMENT GRANTS FOR MEMBERS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES City,county,or other grants/contracts $ - $ 6,749 $ 6,749 TOTAL REVENUES - 6,749 6,749 EXPENDITURES Personnel services - 6,969 (6,969) Travel - 43 (43) Other operating costs - 944 (944) Cost allocation plan - 2,983 (2,983) TOTAL EXPENDITURES - 10,939 (10,939) EXCESS(DEFICIT)OF REVENUES OVER EXPENDITURES - (4,190) (4,190) OTHER FINANCING SOURCES(USES) Transfers in - 4,190 4,190 Transfers out - - - TOTAL OTHER FINANCING SOURCES(USES) - 4,190 4,190 EXPENDITURES AND OTHER USES $ _ $ _ $ _ 93 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL LOCAL CONTRACTS AND ACTIVITIES PREPARATION OF HAZARD MITIGATION PLANS FOR MEMBERS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES City,county,or other grants/contracts $ - $ 7,662 $ 7,662 TOTAL REVENUES - 7,662 7,662 EXPENDITURES Personnel services - 4,969 (4,969) Travel - 47 (47) Other operating costs - 587 (587) Cost allocation plan - 2,059 (2,059) TOTAL EXPENDITURES - 7,662 (7,662) EXPENDITURES AND OTHER USES � _ $ _ $ _ 94 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL LOCAL CONTRACTS AND ACTIVITIES LOCAL GOVERNMENT TECHNICAL ASSISTANCE FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES City,county, or other grants/contracts $ - $ 8,123 $ 8,123 Program income 20,000 - (20,000) TOTAL REVENUES 20,000 8,123 (11,877) EXPENDITURES Personnel services 20,862 42,473 (21,611) Travel - 1,216 (1,216) Other operating costs 2,339 19,526 (17,187) Cost allocation plan 9,028 18,194 (9,166) TOTAL EXPENDITURES 32,229 81,409 (49,180) DEFICIT OF REVENUES OVER EXPENDITURES (12,229) (73,286) (61,057) OTHER FINANCING SOURCES Transfers in 12,229 73,286 61,057 TOTAL OTHER FINANCING SOURCES 12,229 73,286 61,057 EXPENDITURES AND OTHER USES $ _ $ _ $ _ 95 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL LOCAL CONTRACTS AND ACTIVITIES ADMINISTRATION OF CSRA BUSINESS LENDING - COMPONENT UNITS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance REVENUES City,county,or other grants/contracts $ 959,719 $ 986,653 $ 26,934 TOTAL REVENUES 959,719 986,653 26,934 EXPENDITURES Personnel services 691,596 776,653 (85,057) Other operating costs 58,123 - 58,123 Cost allocation plan 299,295 296,924 2,371 TOTAL EXPENDITURES 1,049,014 1,073,577 (24,563) DEFICIT OF REVENUES OVER EXPENDITURES (gg,2g5) (86,924) 2,371 OTHER FINANCING SOURCES Transfers in 89,295 86,924 (2,371) TOTAL OTHER FINANCING SOURCES 89,295 86,924 (2,371) EXPENDITURES AND OTHER USES $ _ $ _ $ _ 96 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF INDIRECT COSTS - BUDGET AND ACTUAL FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance Salaries $ 525,511 $ 503,042 $ (22,469) Fringe benefits 253,716 236,607 (17,109) Travel 8,500 8,121 (379) Supplies 56,500 67,007 10,507 Equipment(not capitalized) 7,500 1,937 (5,563) Professional fees 252,500 218,363 (34,137) Telecommunications and internet 26,000 24,349 (1,651) Equipment maintenance and upkeep 2,500 274 (2,226) Insurance 24,293 26,134 1,841 Dues, subscriptions and publications 10,500 2,015 (8,485) Rentals-other than real estate 49,500 17,407 (32,093) Motor vehicle expense 10,000 2,299 (7,701) Postage and freight 10,000 5,999 (4,001) Temporary personnel services 2,000 11,182 9,182 Conferences and seminars 4,500 1,105 (3,395) Facilities cost 87,466 81,989 (5,477) Amortization - 26,519 26,519 Depreciation 27,100 14,240 (12,860) Total 1,358,086 1,248,589 (109,497) Less: costs not included in cost allocations - (3,815) (3,815) Total indirect cost allocated $ 1,358,086 $ 1,244,774 $ (113,312) COMPUTATION OF INDIRECT COST RATES Allocation base=direct personnel costs and directfringe benefits $ 3,138,191 $ 2,996,208 $ 141,983 Indirect cost rate 43.28% 41.54% (1.74%) 97 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF FRINGE BENEFITS - BUDGET AND ACTUAL FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Budget Actual Variance FRINGE BENEFITS Contributions to pension trust $ 492,947 $ 483,354 $ 9,593 Payroll taxes 56,852 53,064 3,788 Group insurance 191,962 177,767 14,195 Workers compensation 13,772 12,120 1,652 Other 86,983 19,006 67,977 Paid time off earned 296,614 262,256 34,358 Holiday leave used 136,390 124,425 11,965 Otherleave used - 22,549 (22,549) TOTAL FRINGE BENEFITS $ 1,275,520 $ 1,154,541 $ 120,979 COMPUTATION OF EMPLOYEE BENEFIT RATE Allocation base-salaries as adjusted $ 2,430,423 $ 2,581,316 $ (150,893) Fringe benefit rate 52.48% 44.73% (7.75%) 98 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF ALLOCATION BASE FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Total salaries $ 2,990,546 Less portion of salaries charged to fringe benefits: Paid time off (262,256) Holiday leave (124,425) Other leave (22,549) Allocation base for fringe benefits 2,581,316 Less indirect cost salaries (503,042) Plus fringe benefits 1,154,541 Less fringe benefits allocated to indirect cost pool (236,607) Allocation base for indirect cost $ 2,g96,208 99 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF FACILITIES COST ALLOCATED - BUDGET AND ACTUAL FOR THE FISCAL YEAR ENDED JUNE 30, 2022 Facilities Cost Budget Actual Variance Building maintenance&upkeep $ 65,920 $ 53,254 $ (12,666) Utilities 30,000 21,859 (8,141) Rentals-real estate 174,670 - (174,670) Common area maintenance fees 34,039 33,990 (49) Amortization - 132,885 132,885 Depreciation 26,936 27,026 90 Total cost allocated $ 331,565 $ 269,014 $ (62,551) Facilities Costs Allocated To Cost allocation fund-indirect cost $ 87,467 $ 40,204 $ (47,263) Aging services 106,830 100,139 (6,691) Regional transportation services 1,194 1,119 (75) Workforce development 29,873 28,003 (1,870) Planning and zoning services 16,245 15,229 (1,016) Local government services 22,317 20,170 (2,147) Economic development support services 9,516 8,920 (596) Component units 58,123 54,483 (3,640) Herman Lodge Micro-Loan Program - 747 747 Total cost allocated $ 331,565 $ 269,014 $ (62,551) Reconciliation of cost allocation fund-indirect cost: Facilities cost $ 81,989 Less: lease adjustment (41,785) Cost allocation fund-indirect cost 40,204 100 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF CITY/COUNTY ASSESSMENTS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 FY 2021 FY 2022 Balance Assessments Assessments FY 2022 Balance Government June 30,2021 Written Off Billed Collections June 30,2022 Augusta City of $ - $ - $ 225,190 $ 225,190 $ - Avera City of - - 283 283 - Bartow City of - - 329 329 - Blythe City of - - 829 829 - Camak City of - - 159 159 - Crawfordville City of - - 614 614 - Davisboro City of - - 2,312 - 2,312 Dearing City of - - 631 631 - Deepstep City of - - 151 151 - Edge Hill City of 127 - 28 - 155 Gibson City of - - 762 762 - Girard City of - - 179 179 - Grovetown City of - - 12,898 12,898 - Harlem City of - - 3,066 3,066 - Harrison City of - - 562 562 - Hephzibah City of - - 4,613 4,613 - Keysville City of - - 382 382 - Lincolnton Cityof - - 1,801 1,801 - Louisville City of - - 2,867 2,867 - Midville City of - - 309 309 - Millen City of - - 3,588 3,588 - Mitchell City of - - 229 229 - Norwood City of - - 275 275 - Oconee City of - - 290 290 - Rayle City of - - 229 229 - Riddlevile City of - - 110 110 - Sandersville City of - - 6,799 6,799 - Sardis City of - - 1,149 1,149 - Sharon City of - - 161 161 - Sparta Cityof - - 1,610 1,610 - Stapleton City of - - 504 504 - Tennille Cityof - - 1,770 1,770 - Thomson City of - - 7,795 7,795 - Tignall City of - - 628 - 628 Vidette City of 146 - 129 - 274 Wadley City of - - 2,370 2,370 - Warrenton City of - - 2,228 2,228 - Washington City of - - 4,754 4,754 - Waynesboro City of - - 6,631 6,631 - Wrens City of - - 2,515 2,515 - Burke County - - 18,034 18,034 - Columbia County - - 126,697 126,697 - 101 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF CITY/COUNTY ASSESSMENTS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 FY 2021 FY 2022 Balance Assessments Assessments FY 2022 Balance Government June 30,2021 Written Off Billed Collections June 30,2022 Glascock County $ - $ - $ 2,525 $ 2,525 $ - Hancock County - - 9,233 9,233 - Jefferson County - - 10,602 10,602 - Jenkins County - - 6,003 6,003 - Lincoln County - - 7,395 7,395 - McDuffie County - - 16,730 16,730 - Talaiferro County - - 1,199 1,199 - Warren County - - 4,048 4,048 - Washington County - - 12,372 12,372 - Wilkes County - - 6,571 6,571 - $ 273 $ - $ 523,137 $ 520,041 $ 3,369 102 STATISTICAL SECTION (UNAUDITED) STATISTICAL SECTION (UNAUDITED) This part of the Commission's Annual Comprehensive Financial Report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the Commission's overall financial health. • Financial Trends — These schedules contain trend information to help the reader understand how the Commission's financial performance and well-being have changed over time. • Revenue Capacity — These schedules contain information to help the reader assess the Commission's most significant local revenue source, grants and contracts. • Demographic and Economic Information — These schedules offer demographic and economic indicators to help the reader understand the environment within which the Commission's financial activities take place. • Operating Information — These schedules contain service and infrastructure data to help the reader understand how the information in the Commission's financial report relates to the services the Commission provides and the activities it performs. CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION NET POSITION BY COMPONENT LAST TEN FISCAL YEARS (Unaudited) Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Governmental activities Investment in capital assets $ 356,406 $ 428,359 $ 508,636 $ 594,125 $ 467,478 $ 528,398 $ 566,002 $ 402,982 $ 114,162 $ 51,414 Unrestricted 3,428,986 3,341,777 3,176,570 2,878,201 2,767,924 2,912,715 2,625,166 2,641,822 2,659,486 2,575,706 Total governmental net position $ 3,785,392 $ 3,770,136 $ 3,685,206 $ 3,472,326 $ 3,235,402 $ 3,441,113 $ 3,191,168 $ 3,044,804 $ 2,773,648 $ 2,627,120 Business-type activities Investment in capital assets $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Unrestricted 47,690 61,394 83,240 111,482 98,286 122,863 134,606 142,042 150,719 166,629 Total business-type activities net position $ 47,690 $ 61,394 $ 83,240 $ 111,482 $ 98,286 $ 122,863 $ 134,606 $ 142,042 $ 150,719 $ 166,629 Primary government Investment in capital assets $ 356,406 $ 428,359 $ 508,636 $ 594,125 $ 467,478 $ 528,398 $ 566,002 $ 402,982 $ 114,162 $ 51,414 Unrestricted 3,476,676 3,403,171 3,259,810 2,989,683 2,866,210 3,035,578 2,759,772 2,783,864 2,810,205 2,742,335 Total primary government net position $ 3,833,082 $ 3,831,530 $ 3,768,446 $ 3,583,808 $ 3,333,688 $ 3,563,976 $ 3,325,774 $ 3,186,846 $ 2,924,367 $ 2,793,749 Component Units: Business-type activities CSRA Resource Development Agency,Inc. Unrestricted $ 6,780,858 $ 6,588,579 $ 3,214,164 $ 3,238,619 $ 2,550,396 $ 1,760,636 $ 1,747,939 $ 1,736,648 $ 1,719,960 $ 1,733,404 Total CSRA RDA net position 6,780,858 6,588,579 3,214,164 3,238,619 2,550,396 1,760,636 1,747,939 1,736,648 1,719,960 1,733,404 CSRA Local Development Corp. Inc. Investment in capital assets 31,413 35,340 40,299 45,608 50,917 56,226 61,535 66,844 9,507 11,198 Unrestricted 2,123,823 2,027,853 1,867,841 1,754,470 1,995,834 2,121,341 2,072,802 1,915,303 1,803,641 1,681,854 Total CSRA LDC net 2,155,236 2,063,193 1,908,140 1,800,078 2,046,751 2,177,567 2,134,337 1,982,147 1,813,148 1,693,052 position CSRA Rural Lending Authority, Inc. Unrestricted 1,096,262 942,711 1,014,446 1,027,376 1,000,770 1,003,121 1,097,229 1,120,784 1,091,220 1,052,403 Total CSRA LDC net position 1,096,262 942,711 1,014,446 1,027,376 1,000,770 1,003,121 1,097,229 1,120,784 1,091,220 1,052,403 Georgia Community Reinvestment Fund,Inc. Unrestricted (57,609) (54,683) (22,459) - - - - - - - Total CSRA LDC net position (57,609) (54,683) (22,459) - - - - - - - Total Component Units Investment in capital assets 31,413 35,340 40,299 45,608 50,917 56,226 61,535 66,844 9,507 11,198 Unrestricted 9,943,334 9,504,460 6,073,992 6,020,465 5,547,000 4,885,098 4,917,970 4,772,735 4,614,821 4,467,661 Total component units net position $ 9,974,747 $ 9,539,800 $ 6,114,291 $ 6,066,073 $ 5,597,917 $ 4,941,324 $ 4,979,505 $ 4,839,579 $ 4,624,328 $ 4,478,859 SOURCE:Presented on the accrual basis of accounting from the Commission's annual financial reports for the respective years. 103 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION CHANGES IN NET POSITION LAST TEN FISCAL YEARS (Unaudited) Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Expenses Governmental activities: General government $ 38,788 $ 39,035 $ 63,792 $ 64,428 $ 329,252 $ 32,222 $ 105,522 $ 50,473 $ 40,138 $ 54,661 Aging services 4,796,395 5,205,815 4,947,863 4,560,671 5,794,591 5,677,585 5,784,454 5,568,718 5,618,269 6,015,474 Regional transportation services 1,618,131 1,603,399 1,495,079 2,030,085 2,115,811 2,330,840 2,168,246 2,044,999 2,285,513 2,256,421 Workforce development 1,792,718 1,833,993 2,516,952 2,519,820 2,428,368 2,428,798 2,263,313 1,842,700 1,678,204 - Planning and zoning services 900,146 342,447 233,555 297,487 310,590 307,051 305,533 230,752 347,566 343,599 Local government services 476,891 411,638 451,519 398,618 341,032 353,887 364,854 383,957 386,277 403,111 Economic development support services 226,384 172,278 73,045 158,035 121,761 106,516 168,149 132,189 136,383 97,839 Management of local development companies 1,073,577 925,932 820,628 827,526 808,677 740,452 658,975 684,308 625,508 588,965 Total governmental activities 10,923,030 10,534,537 10,602,433 10,856,670 12,250,082 11,977,351 11,819,046 10,938,096 11,117,858 9,760,070 Business type activities: Herman Lodge Micro loan program 18,127 24,853 32,479 38,851 31,560 21,905 20,378 23,791 28,019 38,153 Mapping and GIS support - - - - - - - - - - Total business type activities expenses 18,127 24,853 32,479 38,851 31,560 21,905 20,378 23,791 28,019 38,153 Total primary government expenses $ 10,941,157 $ 10,559,390 $ 10,634,912 $ 10,895,521 $ 12,281,642 $ 11,999,256 $ 11,839,424 $ 10,961,887 $ 11,145,877 $ 9,798,223 Program revenues Governmental activities: Charges for services: General government $ 5,740 $ 3,541 $ 2,152 $ 3,674 $ 3,351 $ 2,147 $ 18,662 $ 3,802 $ 30 $ 5,893 Aging services 72,590 69,724 34,364 50,240 81,064 59,079 478,583 510,947 267,356 181,186 Regional transportation services - - 40,000 - 20,000 - - 374 - - Workforce development - - 11,103 - - - - - - - Planning and zoning services 5,204 12,277 34,974 6,419 5,976 8,260 12,413 39,127 11,194 62,756 Localgovernmentservices 321,370 331,634 357,867 290,480 253,267 284,185 252,720 280,977 289,078 329,985 Economic development support services - 7,192 - 16,315 6,781 8,186 8,580 5,852 4,214 3,836 Management of local development companies 986,653 891,816 790,286 803,310 808,677 740,452 658,975 684,308 625,508 588,965 Total charge for services 1,391,557 1,316,184 1,270,746 1,170,438 1,179,116 1,102,309 1,429,933 1,525,387 1,197,380 1,172,621 (Continued) 104 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION CHANGES IN NET POSITION LAST TEN FISCAL YEARS (Unaudited) Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Operating grants: Aging services $ 4,634,280 $ 5,042,822 $ 4,867,137 $ 4,415,529 $ 5,658,759 $ 5,549,085 $ 5,267,543 $ 5,039,412 $ 5,263,585 $ 5,733,385 Regional transportation services 1,635,860 1,585,824 1,474,911 2,086,448 2,151,111 2,382,204 2,210,334 2,090,958 2,325,272 2,291,890 Workforce development 1,697,986 1,699,685 2,403,095 2,604,697 2,245,984 2,422,800 2,263,313 1,842,679 1,672,697 - Planning and zoning services 826,117 287,835 182,484 254,335 244,298 268,000 268,074 170,085 216,446 220,421 Local government services 4,091 4,090 4,091 4,091 4,090 4,091 4,091 4,091 4,091 4,091 Economic development support services 216,131 150,578 65,978 68,576 70,000 36,424 60,217 87,692 76,591 65,802 Total operating grants 9,014,465 8,770,834 8,997,696 9,433,676 10,374,242 10,662,604 10,073,572 9,234,917 9,558,682 8,315,589 Total governmental activities program revenues 10,406,022 10,087,018 10,268,442 10,604,114 11,553,358 11,764,913 11,503,505 10,760,304 10,756,062 9,488,210 Business-type activities: Charges for services: Herman Lodge Micro loan program 4,423 3,007 4,237 52,047 6,983 10,162 12,942 15,114 12,109 13,524 Total business-type activities program 4,423 3,007 4,237 52,047 6,983 10,162 12,942 15,114 12,109 13,524 revenues Total primary government program 10,410,445 10,090,025 10,272,679 10,656,161 11,560,341 11,775,075 11,516,447 10,775,418 10,768,171 9,501,734 revenues Net(expense)/revenue Governmental activities (517,008) (447,519) (333,991) (252,556) (696,724) (212,438) (315,541) (177,792) (361,796) (271,860) Business-type activities (13,704) (21,846) (28,242) 13,196 (24,577) (11,743) (7,436) (8,677) (15,910) (24,629) Total primary government net (expense)/revenue (530,712) (469,365) (362,233) (239,360) (721,301) (224,181) (322,977) (186,469) (377,706) (296,489) General Revenues and Other Changes in Net Position Governmental activities Memberassessments 523,136 523,136 523,136 454,901 467,701 456,181 472,361 467,701 454,901 454,901 Investment income(loss) 9,127 9,313 23,735 34,579 23,312 6,202 1,746 (18,753) 53,423 (8,924) Gain/Loss on retirement of equipment 1 - - - - - (12,202) - - - Transfers - - - - - - - - - 52,213 Total governmental activities 532,264 532,449 546,871 489,480 491,013 462,383 461,905 448,948 508,324 498,190 Business-type activities Transfers - - - - - - - - - (52,213) Total business-type activities - - - - - - - - - (52,213) Total primary government $ 532,264 $ 532,449 $ 546,871 $ 489,480 $ 491,013 $ 462,383 $ 461,905 $ 448,948 $ 508,324 $ 445,977 (Continued) 105 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION CHANGES IN NET POSITION LAST TEN FISCAL YEARS (Unaudited) Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Change in net position Governmental activities $ 15,256 $ 84,930 $ 212,880 $ 236,924 $ (205,711) $ 249,945 $ 146,364 $ 271,156 $ 146,528 $ 226,330 Business-type activities (13,704) (21,846) (28,242) 13,196 (24,577) (11,743) (7,436) (8,677) (15,910) (76,842) Totalprimarygovernment $ 1,552 $ 63,084 $ 184,638 $ 250,120 $ (230,288) $ 238,202 $ 138,928 $ 262,479 $ 130,618 $ 149,488 Component units-business type activities Expenses Business lending services $ 1,480,242 $ 1,486,363 $ 1,208,210 $ 1,062,349 $ 1,072,335 $ 1,095,057 $ 1,025,268 $ 893,564 $ 813,178 $ 969,784 Total component units expenses 1,480,242 1,486,363 1,208,210 1,062,349 1,072,335 1,095,057 1,025,268 893,564 813,178 969,784 Program revenues Chargesforservices 1,751,884 1,349,824 1,252,294 1,106,525 1,142,335 1,049,611 1,155,894 1,099,442 949,815 1,090,901 Operating grant 160,480 3,557,520 - 419,553 330,446 - - - - - Total component units program revenues 1,912,364 4,907,344 1,252,294 1,526,078 1,472,781 1,049,611 1,155,894 1,099,442 949,815 1,090,901 Net(expense)/revenue Component units-business type activities net(expense)/revenue 432,122 3,420,981 44,084 463,729 400,446 (45,446) 130,626 205,878 136,637 121,117 General Revenues and Other Changes in Net Position Interest 2,825 4,528 4,134 4,427 6,147 7,265 9,300 9,373 8,832 10,209 Intergovernmental revenue - - - - 250,000 - - - - - Total component units 2,825 4,528 4,134 4,427 256,147 7,265 9,300 9,373 8,832 10,209 Change in net position component units $ 434,947 $ 3,425,509 $ 48,218 $ 468,156 $ 656,593 $ (38,181) $ 139,926 $ 215,251 $ 145,469 $ 131,326 SOURCE:Presented on the accrual basis of accounting from the Commission's annual financial reports for the respective years. 106 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION FUND BALANCES OF GOVERNMENTAL FUNDS LAST TEN FISCAL YEARS (Unaudited) Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 General fund Nonspendable $ 29,004 $ 37,920 $ 17,881 $ 32,124 $ 2,589 $ 295 $ 25,518 $ 28,560 $ 27,824 $ 37,755 Committed 26,568 26,568 26,568 26,568 26,568 30,038 30,260 12,800 - - Assigned 2,857 10,199 15,151 18,110 18,110 - - - - - Unassigned 3,351,739 3,289,540 3,183,145 2,916,511 2,891,882 3,114,527 2,839,137 2,707,191 2,449,571 2,293,112 Total general fund $ 3,410,168 $ 3,364,227 $ 3,242,745 $ 2,993,313 $ 2,939,149 $ 3,144,860 $ 2,894,915 $ 2,748,551 $ 2,477,395 $ 2,330,867 All other governmental funds Unreserved $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Unassigned - - - - - - - - - - Total all other governmental funds $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Total fund balances $ 3,410,168 $ 3,364,227 $ 3,242,745 $ 2,993,313 $ 2,939,149 $ 3,144,860 $ 2,894,915 $ 2,748,551 $ 2,477,395 $ 2,330,867 SOURCE:Presented on the modified accrual basis of accounting from the Commission's annual financial reports for the respective years. 107 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS LAST TEN FISCAL YEARS (Unaudited) Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Revenues Federal and State grants/contracts $ 9,014,465 $ 8,770,834 $ 8,997,696 $ 9,433,676 $ 10,374,242 $ 10,662,604 $ 10,073,572 $ 9,234,917 $ 9,558,682 $ 8,315,589 City,county,orothergrants/contrects 1,324,507 1,249,323 1,159,527 1,072,559 1,067,920 996,585 903,983 982,986 884,185 968,987 Charges for services 61,310 63,320 109,067 94,205 107,845 103,577 507,288 538,599 313,165 203,634 Memberassessments 523,136 523,136 523,136 454,901 454,901 454,901 472,361 467,701 454,901 454,901 Other Income 5,740 3,541 2,152 3,674 16,151 1,627 16,862 2,002 - - Investment income(loss) 9,115 9,313 23,735 34,579 23,312 6,202 1,746 (18,798) 53,398 (8,952) Total Revenues 10,938,273 10,619,467 10,815,313 11,093,594 12,044,371 12,225,496 11,975,812 11,207,407 11,264,331 9,934,159 Expenditures General government 40,827 35,117 55,053 62,162 312,954 31,469 103,813 49,525 36,318 49,164 Aging services 4,796,395 5,205,815 4,947,863 4,560,671 5,794,591 5,677,585 5,784,454 5,568,718 5,618,269 6,015,474 Regional transportation services 1,618,131 1,603,399 1,495,079 2,030,085 2,115,811 2,330,840 2,168,246 2,044,999 2,285,513 2,256,421 Workforce development 1,756,166 1,797,441 2,480,400 2,702,580 2,428,368 2,428,798 2,263,313 1,842,700 1,678,204 - Planning and zoning services 900,146 342,447 233,555 297,487 310,590 307,051 305,533 230,752 347,566 343,599 Local government services 476,891 411,638 451,519 398,618 341,032 353,887 364,854 383,957 386,277 403,111 Economic development support services 226,384 172,278 73,045 158,035 121,761 106,516 168,149 132,189 136,383 97,839 Management of local development companies 1,073,577 925,932 820,628 827,526 808,677 740,452 658,975 684,308 625,508 588,965 Debt service Total Expenditures 10,888,517 10,494,067 10,557,142 11,037,164 12,233,784 11,976,598 11,817,337 10,937,148 11,114,038 9,754,573 Excess of revenues over expenditures 49,756 125,400 258,171 56,430 (189,413) 248,898 158,475 270,259 150,293 179,586 OTHER FINANCING SOURCES(USES) Transferin 567,552 481,684 548,091 496,884 529,997 450,117 666,308 382,241 406,341 321,444 Transferout (571,367) (485,602) (556,830) (499,150) (546,295) (449,070) (678,419) (381,344) (410,106) (326,913) Total other financing sources and(uses) (3,815) (3,918) (8,739) (2,266) (16,298) 1,047 (12,111) 897 (3,765) (5,469) Net change in fund balance g 45,941 $ 121,482 $ 249,432 $ 54,164 $ (205,711) $ 249,945 $ 146,364 $ 271,156 $ 146,528 $ 174,117 Debt services as a percentage of noncapital expenditures NA NA NA NA NA NA NA NA NA NA Total fund balance as percentage of noncapital expenditures 31.32% 32.06% 30.72% 27.12% 24.02% 26.26% 24.50% 25.13% 22.29% 23.90% SOURCE:Presented on the modified accrual basis of accounting from the Commission's annual financial reports for the respective years. 108 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF INDIRECT COSTS,FRINGE BENEFITS AND ALLOCATION BASE LAST TEN FISCAL YEARS (Unaudited) Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Indirect Salaries $ 503,042 $ 472,599 $ 522,030 $ 504,239 $ 442,774 $ 451,478 $ 421,066 $ 433,967 $ 416,551 $ 389,449 Fringe benefits 236,607 225,991 266,010 254,489 220,907 218,493 212,690 201,866 198,569 179,764 Travel 8,121 753 9,042 3,858 455 792 1,417 888 475 90 Supplies 67,007 49,807 52,238 72,066 61,949 58,075 43,388 52,598 44,099 43,009 Equipment(not capitalized) 1,937 6,339 6,620 15,819 4,440 9,160 33,471 16,617 8,835 21,739 Professional fees 218,363 236,832 201,596 220,972 229,644 137,980 102,454 101,926 97,601 93,428 Telecommunications&internet 24,349 24,844 25,011 25,832 23,005 24,014 29,492 21,438 23,889 17,783 Maintenance&upkeep- 2�4 - 438 30 - - 4,600 15,192 12,294 15,966 equipment&building Utilities - - - - - - 2,960 22,329 20,112 20,374 Insurance 26,134 25,535 22,391 21,945 20,913 20,362 19,862 21,351 21,299 19,580 Dues,subscriptions,&publicatioi 2,015 2,502 8,243 6,293 7,715 13,157 13,016 14,268 10,028 16,535 Rentals-other than real estate 17,407 45,169 47,674 58,589 45,979 54,207 51,808 51,663 43,076 38,240 Rentals-real estate - - - - - - 6,723 126,585 144,357 120,109 Motorvehicleexpense 2,2gg 2,554 6,619 5,797 5,438 9,305 6,343 6,004 12,108 9,598 Postage and freight 5,999 5,998 8,348 $577 6,844 6,119 9,524 9,619 $778 11,567 Temporary personnel 11,182 926 13,774 2,636 6,603 2,196 23,252 4,969 13,266 7,471 Conferences and seminars 1,105 - 375 3,100 - - - 599 - 93 Facalities cost g1,989 79,729 76,547 78,432 76,532 78,265 75,977 - - - Amortization 26,519 Depreciation 14,240 16,699 27,147 29,177 30,384 33,566 29,882 24,862 15,571 15,526 Total costs in pool before cred its 1,248,589 1,196,277 1,294,103 1,311,851 1,183,582 1,117,169 1,087,925 1,126,741 1,090,908 1,020,321 Less credits or cost excluded (3,815) (3,919) (8,353) - (12,312) (753) (1,709) (948) (894) - Total Indirect Cost $ 1,244,774 $ 1,192,358 $ 1,285,750 $ 1,311,851 $ 1,171,270 $ 1,116,416 $ 1,086,216 $ 1,125,793 $ 1,090,014 $ 1,020,321 Allocation base=direct personnel cost $ 2,996,208 $ 2,841,789 $ 2,834,145 $ 2,792,639 $ 2,741,882 $ 2,729,950 $ 2,662,300 $ 2,366,291 $ 2,453,518 $ 2,289,100 Indirect cost rate 41.54% 41.96% 45.37% 46.98% 42.72% 40.90% 40.80% 47.58% 44.43% 44.57% (Continued) 109 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF INDIRECT COSTS,FRINGE BENEFITS AND ALLOCATION BASE LAST TEN FISCAL YEARS (Unaudited) Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Fringe benefits Contributions to pension trust $ 483,354 $ 473,665 $ 467,938 $ 469,739 $ 457,495 $ 467,665 $ 429,921 $ 383,282 $ 392,271 $ 365,439 Payroll taxes 53,064 48,808 52,278 49,253 43,690 41,531 46,873 48,578 44,589 42,493 Group insurance 177,767 164,934 202,570 210,972 191,170 179,716 170,659 174,574 166,270 154,177 Workers compensation 12,120 7,730 13,062 12,592 16,522 9,404 6,953 7,857 7,953 5,876 Other 19,006 11,924 30,787 33,515 28,608 42,404 52,921 29,705 53,918 35,385 Paid time off earned 262,256 274,303 270,058 252,327 248,426 251,888 244,099 191,534 221,045 195,781 Sick leave used - - - 4,132 2,735 604 1,540 3,759 1,413 13,469 Holiday leave used 124,425 125,248 127,632 125,060 117,530 107,379 101,518 94,552 95,443 80,365 Other leave used 22,549 3,344 20,247 370 1,632 1,975 3,348 2,071 3,730 1,732 Total fringe benefits $ 1,154,541 $ 1,109,956 $ 1,184,572 $ 1,157,960 $ 1,107,808 $ 1,102,566 $ 1,057,832 $ 935,912 $ 986,632 $ 894,717 Allocation base=salaries $ 2,581,316 $ 2,430,423 $ 2,437,613 $ 2,393,407 $ 2,297,755 $ 2,297,356 $ 2,238,224 $ 2,066,212 $ 2,082,006 $ 1,963,596 Fringe benefit rate 44.73% 45.67% 48.60% 48.38% 48.21% 47.99% 47.26% 45.30% 47.39% 45.57% SOURCE:From the Commission's annual financial reports for the respective years. 110 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION PRINCIPAL REVENUE PAYERS LAST TEN FISCAL YEARS (Unaudited) Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Georgia Department of Human Services- Aging services $ 3,762,278 $ 4,237,197 $ 3,991,448 $ 3,523,915 $ 3,640,626 $ 5,549,085 $ 5,267,543 $ 5,039,411 $ 5,263,585 $ 5,733,385 Georgia Department of Human Services- Regional transportation services 1,535,791 1,585,824 1,474,911 2,086,448 2,151,111 2,382,204 2,210,334 2,090,958 2,325,272 2,291,890 Georgia Department of Community Health- Community Care Services Program Care Coordination 872,002 805,625 875,689 891,614 2,018,133 - - - - - Georgia Governor's Office of Workforce Development 1,697,986 1,699,685 2,403,095 2,604,697 2,245,984 2,422,800 2,263,313 1,842,679 1,672,697 - Total principal revenue payers $ 7,g68,057 $ 8,328,331 $ 8,745,143 $ 9,106,674 $ 10,055,854 $ 10,354,089 $ 9,741,190 $ 8,973,048 $ 9,261,554 $ 8,025,275 Total primary government program and general revenues $ 10,942,709 $ 10,622,474 $ 10,819,550 $ 11,145,641 $ 12,051,354 $ 12,237,458 $ 11,978,352 $ 11,224,366 $ 11,276,495 $ 9,999,924 SOURCE:Commission's financial records. 111 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION CHARGEABLE AND NON-CHARGEABLE STAFF HOURS AND FULL-TIME EQUIVALENTS BY ACTIVITY-LAST TEN FISCAL YEARS (Unaudited) Staff Hours by Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Aging services 33,273.80 33,240.25 35,896.30 37,962.68 36,034.85 38,203.82 43,484.80 41,240.50 42,124.45 43,842.55 Regional transportation services 262.00 525.15 456.50 351.00 349.50 351.50 372.50 351.75 381.00 311.25 Workforce development 9,038.00 11,982.75 14,363.50 16,306.75 14,348.15 15,149.30 9,774.50 7,814.00 4,546.00 - Planning and zoning services 2,207.25 2,099.00 3,273.75 4,017.55 4,027.25 4,163.00 4,417.25 3,689.75 5,428.75 5,696.75 Local government services 4,511.00 4,798.50 5,591.95 5,205.50 4,683.75 4,832.00 4,677.00 5,673.75 5,667.50 7,068.75 Economic development support services 2,962.80 2,039.50 688.50 2,578.00 2,064.50 1,552.25 2,744.50 2,261.25 2,455.50 1,644.50 Management of local development companies 11,001.75 9,300.60 8,481.55 9,384.75 8,286.25 7,431.00 6,696.50 6,536.75 6,418.50 6,498.25 I nd i rect cost fu n d 11,212.00 11,560.00 12,455.75 13,884.25 11,724.00 11,405.25 10,761.50 11,891.25 11,099.50 11,171.50 Total chargeable hours 74,468.60 75,545.75 81,207.80 89,690.48 81,518.25 83,088.12 82,928.55 79,459.00 78,121.20 76,233.55 Paid time off 9,311.40 8,080.40 7,503.51 9,085.04 7,856.66 8,019.84 7,716.80 6,781.28 7,623.60 6,756.50 Holidaytimeoff 3,952.80 4,017.60 4,259.80 4,612.65 4,192.60 3,793.40 3,775.00 3,578.80 3,630.00 3,171.00 Sick leave time - - - 204.00 40.00 8.00 25.00 72.75 45.75 278.25 Other leave 590.75 112.00 764.00 16.00 16.00 82.00 140.00 94.00 72.00 113.00 Total non-chargeable hour 13,854.95 12,210.00 12,527.31 13,917.69 12,105.26 11,903.24 11,656.80 10,526.83 11,371.35 10,318.75 Total staff hours 88,323.55 87,755.75 93,735.11 103,608.17 93,623.51 94,991.36 94,585.35 89,985.83 89,492.55 86,552.30 Full-Time Equivalent Staff by Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Aging services 16.00 15.98 17.26 18.25 17.32 18.37 20.91 19.83 20.25 21.08 Regional transportation services 0.13 0.25 0.22 0.17 0.17 0.17 0.18 0.17 0.18 0.15 Workforce development 4.35 5.76 6.91 7.84 6.90 7.28 4.70 3.76 2.19 NC Planning and zoning services 1.06 1.01 1.57 1.93 1.94 2.00 2.12 1.77 2.61 2.74 Local government services 2.17 2.31 2.69 2.50 2.25 2.32 2.25 2.73 2.72 3.40 Economic development support services 1.42 0.98 0.33 1.24 0.99 0.75 1.32 1.09 1.18 0.79 Management of local development companies 5.29 4.47 4.08 4.51 3.98 3.57 3.22 3.14 3.09 3.12 Indirect cost fund 5.39 5.56 5.99 6.68 5.64 5.48 5.17 5.72 5.34 5.37 Total full-time equivalents 35.81 36.32 39.05 43.12 39.19 39.94 39.87 38.21 37.56 36.65 Paid time off 4.48 3.88 3.61 4.37 3.78 3.86 3.71 3.26 3.67 3.25 Holiday time off 1.90 1.93 2.05 2.22 2.02 1.82 1.81 1.72 1.75 1.52 Sick leave time NC NC NC 0.10 0.02 - 0.01 0.03 0.02 0.13 Other leave 0.28 0.05 0.37 0.01 0.01 0.04 0.07 0.05 0.03 0.05 Total full-time equivalents 6.66 5.86 6.03 6.70 5.83 5.72 5.60 5.06 5.47 4.95 Total full-time equivalents 42.47 42.18 45.08 49.82 45.02 45.66 45.47 43.27 43.03 41.60 Full-time equivalent is computed by dividing the number of hours by 2080 hours. SOURCE:Employee time records. 112 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION d/b/a CSRA BUSINESS LENDING SUMMARY OF LOAN ACTIVITY BY FISCAL YEAR-COMPONENT UNITS (Unaudited) Loan Volume Type of Loan Packaged or Approved CSRA Resource CSRA Rural Number of loans Number Number Number SBA 7(a)'s Development Lending Micro Loan packaged or approved discontinued Closed carried forward SBA 504's CSRA Direct packaged Agency Authority Program FY 2022 46 5 41 41 32 3 - 10 2 - FY 2021 70 2 52 68 35 3 - 28 3 1 FY 2020 30 1 24 29 23 1 - 2 4 - FY 2019 35 - 24 35 24 1 - 7 3 - FY 2018 27 - 17 35 18 1 - 3 4 - FY 2017 37 2 23 35 29 3 - 2 3 - FY 2016 32 1 30 31 17 5 - 4 6 - FY 2015 32 - 29 32 21 4 - 3 4 - FY 2014 43 1 30 42 25 6 - 6 5 - FY 2013 35 2 32 33 27 6 - - 2 - FY 2012 41 - 34 41 33 N/A - 4 4 - FY 2011 50 1 55 49 38 N/A 1 1 7 3 FY 2010 54 1 37 55 45 N/A 1 3 4 1 FY 2009 32 - 46 32 22 N/A - 5 4 1 FY 2008 51 5 50 46 37 N/A 2 4 5 2 FY 2007 53 3 50 50 43 N/A - 4 5 1 FY 2006 52 2 34 50 37 N/A 1 4 9 1 FY 2005 39 5 42 34 27 N/A 1 3 7 1 FY 2004 44 2 38 42 21 N/A 3 8 9 1 FY 2003 41 3 27 38 16 N/A 4 3 11 4 FY 2002 29 2 39 27 8 N/A 6 6 9 N/A FY 2001 43 4 38 39 23 N/A 6 5 8 N/A FY 2000 40 2 32 38 20 N/A 1 3 16 N/A FY 1999 36 4 30 32 16 N/A 1 5 14 N/A FY 1998 33 3 31 30 16 N/A 3 6 5 N/A FY 1997 33 2 31 31 22 N/A 1 2 4 N/A SOURCE:CSRA Business Lending Annual Reports 113 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF INSURANCE IN FORCE (Unaudited) POLICY NAME OF POLICY PERIOD COMPANY NUMBER FROM COVERAGE DETAILS Cincinnati Insurance EBA 002 97 45 7/1/2021 Commercial Automobile $1,000,000 Liability,$100,000 Uninsured Motorist, $250 deductible for comprehensive, $250 deductible for comprehensive physical damage for each covered auto,$500 deductible for collision physical damage for each covered auto,$50,000 hired car physical damage. Cincinnati Insurance ECP 032 59 39 7/1/2021 Commercial General Liability 3626 Walton Way Extension,Suite 300$435,625 contents.$2,000,000 business liability each occurrence,$5,000 medical expenses to any one person.$1,000,000 fire,explosion&water damage on any one occurrence.$500 deductible property damage.$50,000 Pension fiduciary liability. Cincinnati Insurance EMN 044 47 78 7/1/2021 Directors and Officers Liability Claims made coverage limited to wrongful acts for which claims are first made against the policy insureds during the policy period.Maximum limit is $3,000,000 with deductible of$50,000.Includes coverage for employee discrimination,sexual harassment,and breach of either an implied or actual employment contract. Cincinnati Insurance ECP 032 59 39 7/1/2021 Commercial Umbrella Liability Increases basic policy limits to$5,000,000 for underlying policies. Cincinnati Insurance 0000590878 7/1/2021 Worker's compensation Employees-Medical expenses related to on-the-job injuries.$100,000 each accident,$100,000 each employee,and a$500,000 policy limit. Principal 1129354 7/1/2021 Employee life insurance Three times annual earning effective upon completion of one year of service. Principal 1129354 7/1/2021 Long term disability On the 91st day of being disabled,the employee is eligible to receive 60%of his/her monthly income up to$5,000 per month. Anthem/Blue Cross Blue L00599 7/1/2021 Employees and family- Surgery, Group HMO medical plan.Levels of coverage vary Shield major medical,and hospitalization depending upon the employee's choice. Principal 1129354 7/1/2021 Employees and family-dental Group dental with 100%preventive services,80% coverage basis services,and 50%major services.Deductible of$25 and annual maximum of$2,000. 114 CENTRAL SAVANNAH RIVER AREA REGIONAL DEVELOPMENT CENTER POPULATION OF COUNTIES IN THE CENTRAL SAVANNAH RIVER AREA (Unaudited) Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Burke 24,852 22,271 22,383 22,423 22,522 22,688 23,047 24,376 24,163 23,949 Columbia 162,402 161,988 156,714 154,291 151,579 147,450 145,896 136,763 134,238 131,713 Glascock 2,844 2,959 2,971 2,995 3,062 3,006 3,157 3,287 3,248 3,209 Hancock 8,597 8,635 8,457 8,348 8,561 8,640 8,506 9,481 9,468 9,455 Jefferson 15,465 15,238 15,362 15,430 15,648 15,916 16,268 17,333 17,256 17,179 Jenkins 8,740 8,498 8,676 8,683 8,767 8,849 9,303 8,471 8,444 8,417 Lincoln 7,628 7,913 7,921 7,915 7,880 7,828 7,614 7,882 7,906 7,930 McDuffie 21,584 20,872 21,312 21,531 21,498 21,490 21,889 22,693 22,532 22,371 Richmond 207,819 204,220 202,518 201,554 201,800 201,647 204,435 212,548 210,147 207,746 Taliaferro 1,527 1,387 1,537 1,608 1,628 1,593 1,674 1,608 1,630 1,652 Warren 5,091 5,268 5,254 5,251 5,303 5,442 5,413 5,788 5,799 5,810 Washington 19,748 20,302 20,374 20,386 20,313 20,457 20,690 21,864 21,731 21,599 Wilkes 9,359 9,603 9,777 9,876 9,892 9,805 9,855 10,558 10,563 10,567 495,656 489,154 483,256 480,291 478,453 474,811 477,747 482,652 477,125 471,597 SOURCE: US Census Bureau and CSRA Regional Commission. 115 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION UNEMPLOYMENT RATE (Unaudited) Fiscal Year 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Burke 5.1% 5.5% 9.1% 5.9% 4.3% 5.8% 7.9% 8.1% 8.9% 11.7% Columbia 2.9% 2.1% 5.0% 3.3% 3.5% 3.8% 4.8% 5.0% 6.0% 6.9% Glascock 3.1% 1.9% 4.9% 4.4% 4.0% 4.9% 6.0% 6.2% 9.6% 12.4% Hancock 5.4% 5.2% 10.8% 6.4% 5.8% 6.3% 8.7% 9.3% 10.9% 15.1% Jefferson 3.7% 4.1% 9.2% 6.0% 5.3% 5.5% 7.3% 8.8% 12.5% 15.8% Jenkins 4.5% 3.7°/a 8.1% 6.3°/a 4.9% 6.3°/a 7.5% 8.0% 13.3% 15.9°/a Lincoln 3.3% 3.3% 6.6% 4.0% 4.7% 4.5% 5.9% 6.1% 8.0% 9.7% McDuffie 4.4°/u 4.3% 10.1°/u 6.0% 6.2°/u 5.5% 7.2% 7.8% 9.1% 10.2% Richmond 4.3% 4.5% 9.7% 5.0% 5.1% 5.2% 6.7% 7.2% 8.9% 10.1% Taliaferro 4.8% 3.9% 7.6% 4.9% 4.8% 5.2% 6.0% 7.4% 9.7% 10.3% Warren 4.2% 3.9% 7.6% 6.4% 5.5% 5.7% 7.1% 7.7% 10.9% 14.4% Washington 4.0% 4.0% 8.2% 4.5% 4.6% 5.3% 6.5% 6.6% 9.7°/o 11.2% Wilkes 4.0% 3.9% 7.4% 4.6% 4.2% 4.8% 6.9% 7.5% 8.9% 10.7% Georgla 3.0% 3.2% 8.0% 3.6% 3.8% 4.2% 5.3% 5.8% 7.5% 8.3% United States 3.4% 5.7% 10.5% 3.7% 3.9% 4.1% 4.8% 5.1% 5.9% 7.3% SOURCE: Georgia Department of Labor; U.S. Bureau of Labor Statistics. 116 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION MISCELLANEOUS STATISTICAL DATA (Unaudited) FORM OF MANAGEMENT: Executive Committee-Executive Director ENABLING LEGISLATION: Sections 50-8-30 through 50-8-46 of the Official Code of Georgia Annotated AREA OF RESPONSIBILITY: 5,146 square miles,13 counties, 39 municipalities Industry Employment Distribution Rank Industry Sector Establishments Emplovees 1 Public Administration 551 36,401 2 Health Care and Social Assistance 1,287 26,252 3 Retail Trade(44 and 45) 1,563 21,204 4 Accommodation and Food Services 1,000 17,879 5 Manufacturing(31-33) 354 16,354 6 Admin.,Support,Waste Mgmt,Remediation 660 12,714 7 Construction 935 11,901 8 Professional Scientific&Technical Svc 952 7,210 9 Transportation and Warehousing 278 4,379 10 Wholesale Trade 382 4,215 The table above shows the preliminary distribution of industries in Central Savannah River Workforce Investment Area, Georgia for the 2nd Quarter of 2022. Georgia Dept.of Labor,Workforce Statistics&Economic Research,Quarterly Census of Employment and Wages Program POST SECONDARY EDUCATION IN THE CENTRAL SAVANNAH RIVER AREA ENROLLMENT Augusta University 6,685 Augusta Technical College 3,863 East Georgia College 2,415 Oconee Fall Technical College 1,835 Georgia Military College-Augusta Campus 1,236 University of Phoenix-Augusta 1,073 Virginia College Augusta 840 Miller Motte Technical College 560 Paine College 189 All of the institutions listed above are located in a CSRA county.The University of Georgia,Georgia Southern University,the University of South Carolina,Columbia,University of South Carolina at Aiken,and Mercer University are located within 125 of miles of CSRA counties. COMMUNITY FACILITIES 13 community hospitals with 2,550 beds 1 military hospital 2 federal hospitals 32 nursing homes with 3,203 beds 126 public schools 32 private schools SOURCE: Georgia Economic Profiles and CSRA Regional Commission 117 SINGLE AUDIT SECTION AULDIN & ENKINS cPas & aDvisoxs 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 Council Members Central Savannah River Area Regional Commission Augusta, Georgia 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 units, each major fund, and the aggregate remaining fund information of Central Savannah River Area Regional Commission (the "Commission"), as of and for the year ended June 30, 2022, and the related notes to the financial statements, which collectively comprise the Commission's basic financial statements, and have issued our report thereon dated January 27, 2023. Report On Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the Commission'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 the Commission's internal control. Accordingly, we do not express an opinion on the effectiveness of the Commission'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. 300 MULBERRY STREET,SUITE 300•POST OFFICE BOX 1877•MACON,GEORGIA 31202-1877•478-464-8000•FAX 478-464-8051•www.mjcpa.com MEMBERS OF THE AMERlCANINSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS Report on Compliance and Other Matters As part of obtaining reasonable assurance about whether the Commission'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 GovernmentAuditing 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. ��/�� � � , ��.°c Macon, Georgia January 27, 2023 119 AULDIN & ENKINS cPas & aDvisoxs INDEPENDENT AUDITOR'S REPORT ON COMPLIANCE FOR EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY THE UNIFORM GUIDANCE To the Council Members Central Savannah River Area Regional Commission Augusta, Georgia Report on Compliance for Each Major Federal Program Opinion on Each Major Federal Program We have audited the Central Savannah River Area Regional Commission's (the "Commission") 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 the Commission's major federal programs for the year ended June 30, 2022. The Commission'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, the Commission 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 June 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 the Commission 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 the Commission's compliance with the compliance requirements referred to above. 300 MULBERRY STREET,SUITE 300•POST OFFICE BOX 1877•MACON,GEORGIA 31202-1877•478-464-8000•FAX 478-464-8051 •www.mjcpa.com MEMBERS OF THE AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 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 the Commission'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 the Commission'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 judgment made by a reasonable user of the report on compliance about the Commission'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 judgment 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 the Commission'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 the Commission'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 the Commission'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. 121 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 a 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 over compliance was for the limited purpose described in the Auditor's Responsibilities for the Audit of Compliance section above 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. ��/�� � � , ��.°c Macon, Georgia January 27, 2023 122 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30,2022 Assistance Federel Grantor/Pass-through Listing Grent Total Passed Through to Grantor/Program Title Number ldenitification Number Expenditures Subrecipients U.S.Department of Commerce Direct Programs: Economic Development Support for Planning Organizations 11.302 ED20ATL3020002 $ 39,283 $ - Economic Development Cluster: COVID-19 Economic Adjustment Assistance-COVID-19 Recovery and Resiliency Project 11.307 ED20ATL3070037 176,S4S - Economic Adjustment Assistance,Part of Public Works and Economic Development Cluster-Note 3.A 11.307 04-39-01849.01 1,794,986 Economic Adjustment Assistance,Part of Public Works and Economic Development Cluster-Note 3.B 11.307 04-79-07228 786,446 - Economic Adjustment Assistance,Part of Public Works and Economic Development Cluster-Note 3.0 11.307 04-79-07499 3,746,527 Economic Development Cluster Total 6,504,507 - Total U.S.Department of Commerce 6,544,090 - U.S.Department of Health and Human Services Passed Through Georgia Department of Human Services(DHS): Aging Cluster: Aging Title III,Part B:Grants for Support Services and Senior Centers 93.044 42700-373-0000102213 668,427 480,749 Centers- CARES Act 93.044 42700-373-0000102979 50,252 35,430 Aging Title III Part C:Nutrition Services 93.045 42700-373-0000102213 740,095 740,068 Aging Title III Part C:Nutrition Services-Families First 93.045 42700-373-0000103050 14,365 14,365 COVID-19 Aging Title III Part C:Nutrition Services-CARES Act 93.045 42700-373-0000102979 57,806 19,673 Aging Title III Part C:Nutrition Services-HDC5 93.045 42700-373-0000101630 96,235 96,235 Nutrition Services Incentive Program 93.053 42700-373-0000102213 138,477 138,477 Ag ing Cluster Total 1,765,657 1,524,997 Aging Title III,Part D,Disease Prevention&Health Promotion Services 93.043 42700-373-0000102213 22,031 10,220 National Caregiver Support(III-E) 93.052 42700-373-0000102213 163,756 163,652 COVID-19 National Caregiver Support(III-E)-CARES Act 93.052 42700-373-0000102979 74,564 66,663 Special Programs for the Aging,Title IV&Title II Discretionary Projects 93.048 Not assigned 16,573 16,573 COVID-19 VAC 5-Vaccines-CARES 93.044 42700-373-0000102979 75,290 - Social Services Block Grant 93.667 42700-373-0000102213 197,572 48,154 Total Passed Through Georgia Department of Human Services 2,315,443 305,262 Passed Through Georgia Department of Community Health: Community Care Services Program,Part of Medicaid Cluster 93.778 2017006 439,672 - Total U.S.Department of Health and Human Services 2,755,115 1,830,259 (Continued) 123 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30,2022 Assistance Federel Grantor/Pass-through Listing Grent Total Passed Through to Grantor/Program Title Number ldenitification Number Expenditures Subrecipients U.S.Department of Labor-Employment Training Administration Passed Through Technical College System of Georgia- Office of Workforce Development: W I OA Cluster: WIOA Adult Program 17.255 11-20-21-07-012 $ 199,979 $ 101,573 WIOA Adult Program 17.255 11-21-21-07-012 88,505 44,953 WIOA Youth Activities 17.259 15-20-20-07-012 177,515 79,824 WIOA Youth Activities 17.259 15-21-21-07-012 272,584 122,368 WIOA Dislocated Worker Formula Grants 17.278 31-20-21-07-012 85,600 14,033 WIOA Dislocated Worker Formula Grants 17.278 31-21-21-07-012 67,503 11,066 WIOA Dislocated Worker Formula Grants 17.278 AFRI-31-19-20-07-012 121,159 19,863 WIOA Dislocated Worker Formula Grants 17.278 36-20-21-07-012 400,000 65,575 COVID-19 WIOA Dislocated Worker Formula Grants-NEG-COVID 17.278 COVID1-20-20-07-012 284,841 - Total U.S.Department of Labor-Employment Training Administration 1,697,986 459,255 U.S.Department of Defense Community Economic Adjusttment Assistance fo Establishment or Expansion fof a Military Installation 12.618 HQ00052010041 504,037 - Community Economic Adjusttment Assistance for Compatible Use and Joint Land Use Studies 12.610 HQ00052010061 145,961 - Total U.S.Department of Defense 652,998 - U.S Department of Transportation Passed Through Georgia Department of Transportation("GADOT"): Planning Grant,Highway Planning and Construction Cluster 20.205 PI#0017149 8,398 - Total U.S.Department of Transportation 8,398 - Total U.S.Department of Agriculture Intermediary Relending Program,Note 3.D 10.767 Not Assigned 1,320,199 - Total U.S.Department of Agriculture 1,320,199 - Total Expenditures of Federal Awards $ 12,978,786 Total Federal Awards Passed Through to Subrecipients $ 2,289,514 124 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 NOTE 1. GENERAL The accompanying Schedule of Expenditures of Federal Awards presents the activity of all federal assistance programs of the Central Savannah River Area Regional Commission (the "Commission"). The Commission's reporting entity is defined in Note 1.B of the basic financial statements. Federal assistance received directly from federal or state agencies, as well as federal financial assistance passed through state agencies, are included on the schedule. NOTE 2. BASIS OF ACCOUNTING Except as noted in Note 3 below, the accompanying Schedule of Expenditures of Federal Awards is presented using the modified accrual basis of accounting, which is described in Note 1.0 of the basic financial statements. The Commission did not use the de-minimis indirect cost rate during the year ended June 30, 2022. NOTE 3. SPECIFIC TO ITEM ON SCHEDULE Note B — The reporting entity received a $1,000,000 grant in a prior year to capitalize a revolving loan fund ("RLF"). All of the funds have been lent and the funds continue to revolve as payments are received. As of October 25, 2021, EDA released its federal interest in this RLF award funds. The expenditure of federal awards is computed in accordance with the OMB Compliance Supplement for CFDA #11.307. The amount reported as federal expenditures as of the date of defederalization follows: Balance of RLF loans outstanding as of the date of defederalization $ 1,276,608 Cash and investment balance in the RLF as of the date of defederalization 481,218 Administrative expenses paid out of RLF income during the recipienYs fiscal year until defederalization 37,160 For the purposes of calculating federal expenditures, RLF recipients are not permitted to factor in an allowance for bad debt. - The unpaid principal of all loans written off as of the date of defederalization. - Total $ 1,794,986 Multiply by the federal share of the RLF 100% Expenditures of Federal Award CFDA#11.307 $ 1,794,986 125 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 NOTE 3. SPECIFIC TO ITEM ON SCHEDULE (CONTINUED) Note B — The reporting entity received a $750,000 grant awarded on December 11, 2017 to capitalize an RLF, which requires a 50% match. All the funds have been lent and any future funds will revolve as payments are received. The expenditure of federal awards is computed in accordance with the OMB Compliance Supplement for CFDA #11.307. The amount reported as federal expenditures follows: Balance of RLF loans outstanding at the end of the recipienYs $ 1,463,591 fiscal year Cash and investment balance in the RLF at the end of the recipient's fiscal year 109,103 Administrative expenses paid out of RLF income during the recipient's fiscal year 197 Administrative expenses paid using award funds designated for administrative expenses during the recipienYs fiscal year - For the purposes of calculating federal expenditures, RLF recipents are not permitted to factor in an allowance for bad debt. - The unpaid principal of all loans written off during the recipient's fiscal year - Total expenditures of the RLF $ 1,572,891 Multiply by the federal share of the RLF 50% Expenditures of Federal Award CFDA#11.307 $ 786,446 126 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 NOTE 3. SPECIFIC TO ITEM ON SCHEDULE (CONTINUED) Note C —The reporting entity received a $3,718,000 grant awarded on July 9, 2021 which included $3,380,000 to capitalize an RLF and $338,000 in administrative funds. All the funds have been lent and any future funds will revolve as payments are received. The expenditure of federal awards is computed in accordance with the OMB Compliance Supplement for CFDA #11.307. The amount reported as federal expenditures follows: Balance of RLF loans outstanding at the end of the recipienYs fiscal year $ 3,188,017 Cash and investment balance in the RLF at the end of the recipienYs fiscal year 415,821 Administrative expenses paid out of RLF income during the recipient's fiscal year - Administrative expenses paid using award funds designated for administrative expenses during the recipienYs fiscal year. 142,689 For the purposes of calculating federal expenditures, RLF recipients are not permitted to factor in an allowance for bad debt. - The unpaid principal of all loans written off during the recipient's fiscal year - Total expenditures of the RLF $ 3,746,527 Multiply by the federal share of the RLF 100% Expenditures of Federal Award CFDA#11.307 $ 3,746,527 Note D — The Central Savannah River Area Rural Lending Authority, Inc. ("CSRA RLA") borrowed $1,000,000 from the U. S. Department of Agriculture, Rural Development ("USDA RD") under a loan agreement dated October 30, 1991. CSRA RLA executed a second loan agreement on July 26, 1994 with USDA RD to borrow an additional $1,000,000. The CSRA RLA executed an assumption agreement on July 31, 1998 with Georgia Department of Community Affairs f/k/a GHFA Economic Financing Inc. ("DCA") and USDA RD conferring to the CSRA RLA the rights and obligations under a note dated May 26, 1994. The principal balance of the note on July 31, 1998 was $1,918,935. CSRA RLA executed a fourth agreement on December 13, 1999 with USDA RD to borrow an additional $500,000. CSRA RLA executed a fifth agreement on June 26, 2001 with USDA RD to borrow an additional $750,000. CSRA RLA executed a sixth agreement on June 25, 2018 with USDA RD to borrow an additional $603,120, which was fully drawn down as of June 30, 2021. As of year-end, CSRA RLA has borrowed a total of$5,772,055 from USDA RD. 127 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 NOTE 3. SPECIFIC TO ITEM ON SCHEDULE (CONTINUED) Note D (Continued) — Prior to July 1, 2022, borrowed amounts totaled $5,772,055 and $4,247,095 principal was repaid. For the year ended June 30, 2022, $204,760 principal was paid and no additional loans were drawn down. At June 30, 2022, $1,320,199 remains outstanding. NOTE 4. NON-CASH AWARDS The Commission did not have any non-cash awards during the fiscal year. 128 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF FINDINGS AND QUESTIONED COSTS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 SECTION I SUMMARY OF AUDIT RESULTS Financial Statements Type of auditor's report issued Unmodified Internal control over financial reporting: Material weaknesses identified? Yes X No Significant deficiencies identified not considered to be material weaknesses? Yes X None Reported Noncompliance material to financial statements noted? Yes X No Federal Awards Internal control over major programs: Material weaknesses identified? Yes X No Significant deficiencies identified not considered to be material weaknesses? Yes X None Reported Type of auditor's report issued on compliance for major programs Unmodified Any audit findings disclosed that are required to be reported in accordance with the Uniform Guidance? Yes X No Identification of major program: CFDA Number Name of Federal Proqram or Cluster 11.307 Economic Development Cluster 10.767 Intermediary Relending Program Dollar threshold used to distinguish between Type A and Type B programs: $750,000 Auditee qualified as low-risk auditee? X Yes _ No 129 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SCHEDULE OF FINDINGS AND QUESTIONED COSTS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 SECTION II FINANCIAL STATEMENT FINDINGS AND RESPONSES None reported. SECTION III FEDERAL AWARDS FINDINGS AND QUESTIONED COSTS None reported. 130 CENTRAL SAVANNAH RIVER AREA REGIONAL COMMISSION SUMMARY SCHEDULE OF PRIOR YEAR FINDINGS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 None reported. 131 MISSION OF THE CSRA REGIONAL COMMISSOIN The mission of the Central Savannah River Area Regional Commission is to provide planning, management and information services to our members in a professional, ethical, cost effective and efficient manner; and to serve as a forum for addressing the needs of local government and its citizens' needs. � , • . � . . � � • . � i i � � • ` / • � • 1 CSRA Regional Commission 3626 Walton Way Extension, Suite 300 Augusta, Georgia 30909 Tel: (706) 210-2000 Fax: (706) 210-2006 Please visit our web site at http://www.csrarc.ga.gov