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HomeMy WebLinkAboutCity of Tallmadge - Public Financial Report2021 FOR THE YEAR ENDED DECEMBER 31, 2020 COMMUNITY REPORT A LETTER FROM DIRECTOR OF FINANCE MOLLIE GILBRIDE | JUNE 30, 2021 Through the efforts of the City of Tallmadge Finance Department, I am pleased to present the City’s Popular Annual Financial Report (PAFR). The purpose of this community report is to provide residents and businesses with pertinent information regarding the City’s fiscal operations along with insight into the many projects and initiatives that were undertaken during the past year and those that are planned for the current year. This administration and staff consider it an honor to serve you. We believe this report enhances the level of accountability to you, our taxpayers. The information in this report was drawn from the 2020 Comprehensive Annual Financial Report, the official report of the operations and financial position of the City of Tallmadge for the year ended December 31, 2020. The Annual Report was prepared in conformance with generally accepted accounting principles (GAAP) and audited by the Auditor of the State of Ohio. For more detailed information and copies of the Annual Report, visit the City’s website at www.tallmadge-ohio.org. The Government Finance Officers Association of the United States and Canada (GFOA) has given an Award for Outstanding Achievement in Popular Annual Financial Reporting to the City of Tallmadge for the last three consecutive years. The Award for Outstanding Achievement in Popular Annual Financial Reporting is a prestigious national award recognizing conformance with the highest standards for preparation of state and local government popular reports. In order to receive an Award for Outstanding Achievement in Popular Annual Financial Reporting, a government unit must publish a Popular Annual Financial Report whose contents conform to program standards of creativity, presentation, understandability and reader appeal. An Award for Outstanding Achievement in Popular Annual Financial Reporting is valid for a period of one year only. We believe our current report continues to conform to the Popular Annual Financial Reporting requirements, and we are submitting it to GFOA. Thank you for taking the time to read this year’s report. As you review our 2020 PAFR, I invite you to contact me to share any suggestions, questions, or comments you may have at (330) 633-0858 or mgilbride@tallmadge-ohio.org. Sincerely, Mollie Gilbride, CPFO Director of Finance Transparency In 2015, the City became a partner in the Ohio Treasurer of State’s office transparency initiative, OhioCheckbook.com. This site shows taxpayers exactly how their tax money is being spent. http://ohiotreasurer.gov/Transparency/Ohios-Online-Checkbook Awards & Achievements Government Finance Officers Association Award for Outstanding Achievement in Popular Annual Financial Reporting Presented to City of Tallmadge Ohio For its Annual Financial Report for the Fiscal Year Ended December 31, 2019 Executive Director/CEO GOVERNMENT FINANCE OFFICERS ASSOCIATION Certificate of Achievement for Excellence in Financial Reporting Comprehensive Annual Financial Report 1992–2019 | Applied for 2020 OHIO AUDITOR OF STATE Award with Distinction 2012–2019 | Anticipate receipt for 2020 GOVERNMENT FINANCE OFFICERS ASSOCIATION Award for Outstanding Achievement in Popular Annual Financial Reporting 2015–2019 | Applied for 2020 28 Years 8Years 5 Years 1 CITY GOVERNMENT The City operates under and is governed by its Charter, which was approved by voters in 1995, becoming effective January 1, 1996. The Charter Review Commission, consisting of eleven qualified voters of the City, scrutinizes the Charter every ten years to determine if revisions or amendments are necessary. The City’s Charter can only be amended by a majority vote of the City’s registered voters. The last charter review was in 2021. The City is a home-rule, municipal corporation operating under the laws of the State of Ohio. The laws of the State of Ohio prevail when conflicts exist between the Charter and the State constitution and in matters where the Charter is silent. Legislative authority is vested in a seven-member Council, of whom three are elected at-large and four are elected from wards, all for staggered four year terms. The City’s chief executive and administrative officer is the Mayor, who is elected by the voters to that office for a four year term. The other elected officials are the Director of Finance and Director of Law. City Council Carol Kilway President of Council & Ward 4 (330) 606-6791 ckilway@tallmadge-ohio.org Craig Sisak Ward 1 (330) 696-5935 csisak@tallmadge-ohio.org Rebecca AllmanWard 2 (330) 630-1034 rallman@tallmadge-ohio.org Jonathan Bollas Ward 3 (330) 730-0764 jbollas@tallmadge-ohio.org James DonovanAt-Large (330) 633-3350 jdonovan@tallmadge-ohio.org Chris Grimm At-Large (330) 341-9084 cgrimm@tallmadge-ohio.org Dennis LoughryAt-Large (330) 633-8703 dloughry@tallmadge-ohio.org Elected Officials David G. Kline Mayor (330) 633-0857 dkline@tallmadge-ohio.org Mollie GilbrideDirector of Finance (330) 633-0858 mgilbride@tallmadge-ohio.org Megan Raber Director of Law (330) 633-0859 mraber@tallmadge-ohio.org 2City of Tallmadge | Community Report 2021 RESIDENTIAL PROPERTY TAXES Another primary source of City funds comes from property taxes paid by residents and businesses. The property tax rate is calculated by the State of Ohio, collected by the County, and comprised of levies approved by the City’s voters. Residential property taxes are assessed on 35% of the market value of each residence. See below how property taxes would be calculated for a Tallmadge resident based on a home valued at $100,000: Market value of a home in Tallmadge $100K Assessed value ($100K x 35%) $35K Property Tax due for 2020 $2,182 Of the $2,182 collected by the County, the City of Tallmadge receives $170. The $170 is allocated for City use as follows: • Fire/EMS $104 • General Fund $58 • Police Pension $8 MUNICIPAL INCOME TAXES AND TALLMADGE-BRIMFIELD JEDD TAXES The City’s most significant source of revenue is its income tax. To stabilize the City’s largest source of general fund revenue, the citizens voted in 2004 to make the City’s 2.0% income tax permanent. In 2019, the voters approved the collection of an additional 0.25% income tax to fund safety services. The City and Brimfield Township created a Joint Economic Development District (JEDD) in January 2004 that encompasses 70% of Brimfield Township. The JEDD collected a tax rate of 1.50% on all employee wages and businesses within the JEDD in 2019. Income tax collections, as reflected in the chart below, are recorded on a cash basis in the fiscal year they are received by the City. General municipal income tax and JEDD collections at the end of fiscal year 2020 experienced a decrease of 3.12% from fiscal year 2019. Safety services collections were $1,009,140 in 2020, which was the first year of collections. The chart below illustrates an increase in total municipal income tax collections from $7.8 million in 2011 to $12.4 million in 2020. WHERE DOES THE MONEY COME FROM? Primary sources of revenue come from income tax, property taxes, and charges for services. 71¢Tallmadge City School District 8¢City of Tallmadge 17¢Summit County 2¢Akron Summit County Library 2¢Summit Metro Parks WHERE YOUR PROPERTY TAX DOLLAR GOES INCOME TAX REVENUE COLLECTIONS $9 , 4 0 8 , 1 3 9 $1 0 , 4 0 4 , 5 2 6 $1 0 , 5 2 4 , 2 6 1 $7 , 7 8 5 , 0 5 0 $8 , 2 9 3 , 5 8 3 $1 0 , 9 5 0 , 6 1 0 $1 1 , 1 7 8 , 7 7 7 $1 0 , 7 2 6 , 5 2 7 $1 1 , 7 6 9 , 6 7 8 $1 1 , 4 0 2 , 1 5 9 $1 , 0 0 9 , 1 4 0 The following is an overview of the City’s financial operations for the fiscal year ended December 31, 2020. The data included in this review is not in accordance with generally accepted accounting principals (GAAP) as only selected information is presented. All data is, however compiled from the City’s Comprehensive Annul Financial Report which does comply with GAAP. GENENERAL FUND & JEDD SAFETY SERVICES 3 CHARGES FOR SERVICES—UTILITY SYSTEMS The primary source of funding for the City’s utilities is from charges to users for the services provided by the City. The City’s sewer, water, and storm water operations are financed and operated in a manner like that of a private business enterprise. The intent of the City is that the costs (expenses including depreciation) of providing sewer, water, and storm water services be recovered primarily through user charges for these services the City provides on a continuing basis. Total charges for services for utility systems were $6,205,972 in 2020 compared to $7,078,110 in 2019. ‘08 2020 2019 Grants and Entitlements Municipal Income Taxes $7 , 8 2 8 , 6 4 6 $1 1 , 7 0 9 , 4 9 2 $3 , 8 1 4 , 4 7 5 $6 0 0 , 9 5 4 $2 , 2 8 2 , 0 1 1 $2 , 0 0 4 , 1 3 2 $9 8 7 , 5 9 5 $1 0 , 0 0 6 , 9 3 7 $1 1 , 1 6 1 , 2 4 0 $1 , 9 6 1 , 6 3 3 $8 9 , 9 7 4 $2 , 2 3 2 , 7 9 1 $1 , 9 3 0 , 0 9 2 $7 7 8 , 8 7 6 Interest & Miscellaneous Property and Other Taxes Operating Grants Capital Grants Charges for Services and Sales COMPARISON OF 2020 TOTAL REVENUES TO 2019 PROGRAM GENERAL $12,244,075 $12,058,544 $16,983,230 $16,102,999 4City of Tallmadge | Community Report 2021 WHAT ARE THE CITY’S FUNDS USED FOR? GENERAL GOVERNMENT General Government operating expenses represent the administrative costs of managing the City and include salaries and wages of the departments in this category. The mayor's office, finance, human resources, law, service, information technology, boards and commissions, city council, and civil service expenses are included in general government. The total expenses for 2020 were $4,747,031 representing 17% of the City’s expenses. SECURITY OF PERSONS AND PROPERTY The Security of Persons and Property at $9,499,140 represents 33% of expenses. This represents the cost to operate the City’s police and fire departments. The police department provides a full range of services including patrol, detective services, bike patrol, juvenile diversionary program, neighborhood crime watch, and residential and commercial security surveys. During 2020, the City’s police department consisted of 1 chief, 1 captain, 4 sergeants, 18 patrol officers and 4 full-time office staff. The police department also employs several part-time employees, including 16 auxiliary officers. During 2020, the fire department employed 1 chief, 1 deputy chief, 3 battalion chiefs, 1 fire marshal, 11 full-time and 50 part-time paramedics/firefighters, 1 full-time clerk and 1 part-time clerk. UTILITIES Contractual obligations of $4,112,169 to the City of Akron and Summit County to supply water and sewer treatment services to the City are the largest portion (56%) of the utility expenses for 2020. LEISURE TIME ACTIVITY Leisure time activity expenses relate to the management of the City’s parks, Maca Pool, and the Recreation Center. In 2020, the City incurred leisure time activity expenses totaling $2,456,690 representing 9% of the City’s expenses. TRANSPORTATION Transportation expenses represent the activities of the street department which employs 19 full-time employees and performs road maintenance, road salting, ditching, leaf pickup program, cemetery maintenance, park maintenance and many other services. The 2020 transportation expenses were $3,933,604. $ 4 , 7 4 7 , 0 3 1 $5 , 3 5 2 , 7 3 0 $4 , 1 1 0 , 2 2 8 $3 , 9 3 3 , 6 0 4 $2 , 4 5 6 , 6 9 0 $7 , 3 5 3 , 6 4 3 $3 6 , 1 8 2 $1 3 1 , 4 6 8 $2 6 2 , 4 4 2 $2 1 8 , 6 0 1 $5 , 2 0 3 , 6 1 6 $1 , 8 0 9 , 2 6 0 $1 , 0 6 5 , 3 0 6 $4 , 3 5 2 , 0 0 4 $3 , 1 1 5 , 6 9 8 $7 , 5 2 1 , 0 5 7 $3 5 , 1 2 6 $9 4 , 9 3 1 $3 2 4 , 2 7 8 $2 6 4 , 7 1 3 UtilityDebt & Fiscal Charges Leisure Time Activity Trans-portationCommunity Environ-ment Public Health & Welfare Street LightingFirePoliceGeneral Government TOTAL $28,602,619 $23,785,989 COMPARISON OF 2020 TOTAL EXPENSES TO 201920202019 5 FINANCIAL STATEMENT OVERVIEW KEY FINANCIAL HIGHLIGHTS FOR 2020 • The total net position of the City increased $624,686 or 1.78% from 2019 which is primarily the result of collections from an additional 0.25% income tax effective January 1, 2020 for the purpose of funding fire/EMS and police protection and related safety services. Voters approved the levy in November 2019. • At the end of 2020, the City had $41,417,195 invested in land, building improvements, equipment, infrastructure, right of ways, easements and construction in progress net of accumulated depreciation. This is represented as capital assets, net of depreciation in the Statement of Net Position. • During 2020, the City’s general fund had total revenues and other financing sources of $15,656,491 and expenditures and other financing uses of $14,717,153, resulting in an increase in fund balance of $939,338. The increase in fund balance is mainly attributable to a decrease in salaries, primarily police salaries, allocated to the general fund due to the receipt of CARES Act funds in response to the COVID-19 pandemic. • The long-term outstanding debt for the City as of December 31, 2020, was $8,380,334. This balance reflects $3,645,000 in private placement general obligation bonds, $2,510,000 in general obligations bonds, $1,059,158 in OWDA loans, and $1,166,176 in capital lease obligations. This is an increase in long-term debt of 10.11% from 2019. For more detailed information on long-term obligations refer to the City’s Comprehensive Annual Financial Report. • Net position at December 31, 2020 was $35,659,293 an increase of $624,686 from 2019. STATEMENT OF NET POSITION The statement of net position serves as a useful indicator of the City’s financial position. It presents information about the City’s assets and deferred outflows which are expenses that are paid in one accounting period, but for which the underlying asset will not be entirely consumed until one or more future periods have been completed. It also includes liabilities and deferred inflows of resources which are payments received in advance of the period of time to which the payments belong, for example, property taxes. $2 9 , 1 3 1 , 8 3 1 $4 1 , 4 1 7 , 1 9 5 $3 1 , 7 7 7 , 5 8 9 $3 3 , 0 8 4 , 7 0 0 $4 , 7 0 7 , 3 9 5 $1 , 7 2 6 , 6 8 1 $6 , 0 9 2 , 8 5 8 $9 8 1 , 1 4 1 $1 , 5 9 3 , 4 5 2 $2 6 , 4 5 8 , 1 5 5 $4 0 , 6 8 5 , 9 3 5 $3 5 , 1 2 7 , 8 6 4 $3 3 , 0 9 0 , 6 2 7 $7 , 6 0 3 , 9 2 8 $1 , 6 3 3 , 4 1 3 $2 , 9 5 2 , 1 3 4 $1 8 6 , 0 0 0 $1 , 7 5 7 , 9 8 0 COMPARISON OF 2020 STATEMENT OF NET POSITION TO 2019 TOTAL TOTALTOTAL$75,256,421 $74,748,018 $39,597,128 $39,713,411 $35,659,293 $35,034,607 Capital Assets, Net of Depreciation Deferred Outflows of Resources Current Assets & Net Pension Asset UnrestrictedRestrictedNet Investment In Capital Assets Long Term Liabilities Current Liabilities Deferred Inflows of Resources 2020 2019 6City of Tallmadge | Community Report 2021 TALLMADGE • Founded 1806 • Population 17,512 • Dwelling units 7,475 • Churches 28 • Area 13.5 square miles on 8,915 acres LOCATION • Summit County 97% • Portage County 3% • Adjacent to City of Akron & 35 miles from City of Cleveland • 8th Largest City in Summit County INDUSTRY • Includes manufacturing, health care, bioscience, polymer products, and liquid crystal development • Top Five Employers in 2020 1. Autosales, Inc. 2. Tallmadge City Schools 3. Steere Enterprises Inc. 4. S. D. Myers Inc. 5. Speelman Electric TALLMADGE CITY SCHOOL DISTRICT • 1 Elementary school K–5 • 1 Middle school 6–8 • 1 High School 9–12 46 North Avenue | Tallmadge, OH 44278 | www.tallmadge-ohio.org FAST FACTS