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HomeMy WebLinkAbout2014 Comprehensive Annual Financial Report (CAFR)1 City of Tukwila, Washington COMPREHENSIVE ANNUAL FINANCIAL REPORT For the fiscal year ended December 31, 2014 TZ WW1 FiRE City of Tukwila, Washington VISION The city of opportunity, the community of choice 1 2 3 4 5 MISSION To provide superior services that support a safe, inviting and healthy environment for our residents, businesses and guests. VALUES Caring Professional Responsive STRATEGIC GOALS AND OBJECTIVES A community of inviting neighborhoods and vibrant business districts Cultivate community ownership of shared spaces. Build a broad and collaborative approach to preventing crime and increasing the sense of safety. Focus City planning and investments on creating a connected, dynamic urban environment. Use City efforts and investments to realize established visions for specific sub - areas. A solid foundation for all Tukwila residents Partner with organizations that help meet the basic needs of all residents. Strive for excellent education, vocational supports, and personal growth opportunities through effective partnerships and City services. Encourage maintenance, improvements and diversity in the City's housing stock. A diverse and regionally competitive economy Embrace the City's economic potential and strengthen the City's role as a regional business and employment center. Strengthen the City's engagement and partnership with the business community. A high - performing and effective organization Use Tukwila's Vision, Mission, and Strategic Plan to focus and prioritize City efforts. Advance Tukwila's interests through participation in regional partnerships. Continue to develop as an organization and support individual growth. Ensure City facilities are safe, efficient and inviting to the public. Ensure the long -term fiscal sustainability of the City. A positive community identity and image Improve the City's ability to build trust and work with all members of the Tukwila community. Facilitate connections among Tukwila's communities. Promote a positive identity and image of Tukwila. COVER PHOTOS (clockwise from upper left) Groundbreaking at Washington Place site Arbor Day tree planting by Duwamish River Crowd attending Tukwila Village ceremony "Safe Routes to School" construction project New Community Resource Center at mall The City of Tukwila, Washington COMPREHENSIVE ANNUAL FINANCIAL REPORT For the Year Ended December 31, 2014 Prepared by the City of Tukwila, Finance Department Peggy McCarthy, Finance Director JIM HAGGERTON, MAYOR TUKWILA CITY COUNCIL Kate Kruller, Council President Verna Seal Kathy Hougardy De'Sean Quinn Joe Duffie Dennis Robertson Allan Ekberg CITY OF TUKWILA: 2014 CAFR TABLE OF CONTENTS COMPREHENSIVE ANNUAL FINANCIAL REPORT For the Year Ended December 31, 2014 TABLE OF CONTENTS Page I. INTRODUCTORY SECTION Administrative Organizational Structure, Principal Officials, and Council Committees 1 Letter of Transmittal 3 Certificate of Achievement 9 II. FINANCIAL SECTION Auditor's Report 11 Management's Discussion and Analysis 15 Basic Financial Statements Government -wide Financial Statements: Statement of Net Position 31 Statement of Activities 32 Fund Financial Statements: Balance Sheet — Governmental Funds 33 Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position 34 Statement of Revenues, Expenditures, and Changes in Fund Balance — Governmental Funds 35 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities 36 Statement of Net Position — Proprietary Funds 37 Statement of Revenues, Expenses, and Changes in Net Position — Proprietary Funds 38 Statement of Cash Flows — Proprietary Funds 39 Combining Statement of Fiduciary Net Position — Fiduciary Fund 41 Statement of Changes in Fiduciary Net Position — Fiduciary Fund 42 Notes to the Financial Statements 43 Required Supplemental Information: Schedules of Revenues, Expenditures, and Changes in Fund Balances — Budget and Actual General Fund 99 Metropolitan Park District 100 Notes to the Required Supplementary Information 101 Firemen's Pension Trust Fund 102 Retiree Medical and Long -Term Care Benefits for LEOFF I Employees 105 Combining and Individual Fund Financial Statements and Schedules: Combining Balance Sheet — Non -Major Governmental Funds 108 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances — Non -Major Governmental Funds 109 Combining Balance Sheet — Non -Major Special Revenue Funds 112 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances — Non -Major Special Revenue Funds 113 CITY OF TUKWILA: 2014 CAFR TABLE OF CONTENTS TABLE OF CONTENTS - continued Page Combining Balance Sheet — Non -Major Debt Service Funds 116 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances — Non -Major Debt Service Funds 117 Combining Balance Sheet — Non -Major Capital Project Funds 120 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances — Non -Major Capital Project Funds 121 Schedules of Revenues, Expenditures, and Changes in Fund Balances — Budget and Actual: Local Improvement District #33 Debt Service Fund 122 Arterial Street Capital Project Fund 123 Facilities Capital Project Fund 124 Hotel /Motel Special Revenue Fund 125 Drug Seizure Special Revenue Fund 126 Debt Service Funds 127 Residential Street Capital Project Fund 128 Land & Park Acquisition Capital Project Fund 129 General Government Improvements Capital Project Fund 130 Fire Improvements Capital Project Fund 131 Combining Statements of Net Position — Internal Service Funds 133 Combining Statement of Revenues, Expenses, and Changes in Net Position — Internal Service Funds 134 Combining Statement of Cash Flows — Internal Service Funds 135 Statement of Changes in Assets and Liabilities — Agency Fund 139 III. STATISTICAL SECTION Schedule Net Position by Component 1 143 Changes in Net Position 2 145 Fund Balances, Governmental Funds 3 147 Changes in Fund Balances of Governmental Funds 4 149 General Government Tax Revenues by Source 5 151 Property Tax Levies and Collections 6 152 Assessed and Estimated Actual Value of Taxable Property 7 153 Property Tax Rates — Direct and Overlapping Governments 8 154 Principal Property Taxpayers 9 155 Retail Sales Tax Collections by Sector 10 157 Sales Tax Rate Direct and Overlapping Governments 11 159 Ratios of Outstanding Debt by Type 12 161 Ratios of General Bonded Debt Outstanding 13 163 Computation of Direct and Overlapping Debt 14 164 Legal Debt Margin Information 15 165 Revenue Bond Coverage — Water Bonds 16 167 Revenue Bond Coverage — Sewer Bonds 17 168 Revenue Bond Coverage — Surface Water Bonds 18 169 Water System Customers by Category 19 170 Largest Customers of the Water System 20 171 Sewer System Customers by Category 21 172 Largest Customers of the Sewer System 22 173 Demographic Statistics 23 174 Principal Employers 24 175 Full -Time Equivalent City Government Employees by Department 25 176 Operating Indicators by Function 26 177 Capital Assets by Function 27 178 ADMINISTRATIVE ORGANIZATIONAL STRUCTURE AND PRINCIPAL OFFICIALS CITIZENS OF TUKWILA COUNCIL MEMBERS MAYOR Jim Haggerton C TY ADMINISTRATOR David Cline MUNICIPAL COURT Kimberly Walden J CITY ATTORNEY Kenyon Disend PLLC (Contracted) HUMAN RESOURCES Stephanie Brown } INFORMATION TECHNOLOGY Mary Miotke FINANCE Peggy McCarthy COMMUNITY DEVELOPMENT Jack Pace PARKS AND RECREATION Rick Still FIRE Chris Flores (Interim) J COUNCIL COMMITTEES COUNCIL PRESIDENT Kate Kruller FINANCE AND SAFETY COMMITTEE Kathy Hougardy, Chairperson Joe Duffle, Member De'Sean Quinn, Member COMMUNITY AFFAIRS AND PARKS Verna Seal, Chairperson Dennis Robertson, Member Allan Ekberg, Member 1 r PUBLIC WORKS Bob Giberson ■ J POLICE Mike Villa TRANSPORTATION Joe Duffle, Chairperson Allan Ekberg, Member Kathy Hougardy, Member UTILITIES Dennis Robertson, Chairperson Verna Seal, Member De'Sean Quinn, Member City of Tukwila 6200 Southcenter Blvd, Tukwila, WA 98188 Jim Haggerton, Mayor July 27, 2015 Honorable Jim Haggerton, Mayor Members of the Tukwila City Council Citizens of Tukwila City of Tukwila 6200 Southcenter Boulevard Tukwila, Washington 98188 -2599 Subject: TRANSMITTAL OF 2014 COMPREHENSIVE ANNUAL FINANCIAL REPORT Dear Mayor, Councilmembers, and Citizens: State law requires that cities publish financial statements in conformity with Generally Accepted Accounting Principles (GAAP), which are audited in accordance with generally accepted auditing standards by the State Auditor's Office, under the Revised Code of Washington (RCW) 43.09.230. Therefore, we issue and transmit to you the City of Tukwila's Comprehensive Annual Financial Report (CAFR) for the fiscal year that ended December 31, 2014. This transmittal letter provides an overview of the report and the financial condition of the City. It also provides insight into the history of Tukwila and the economic conditions affecting it, and describes the systems and controls employed by the Finance Department. The CAFR has several significant uses. First, it provides a general overview of the City's finances to the general public and taxpayers. Second, it is referenced by bond buyers and rating agencies to evaluate the City's fiscal stability and creditworthiness. Finally, the CAFR is a series of financial statements that have been audited by the State Auditor's Office and provides assurances that assets are safeguarded and funds are expended as they were legally appropriated in the adopted budget. I. INTRODUCTION A. MANAGEMENT REPRESENTATION The Tukwila Finance Department prepared the report and accepts responsibility for the accuracy, completeness, and fairness of presentation of the information included. The data is believed to be accurate in all material respects, and it is believed that the data is presented in a manner that fairly sets forth the results of operations and financial position of the City, as measured by the financial activity of the City's various funds. All disclosures necessary to enable the reader to gain the maximum understanding of the City's financial activity have been included. The report has been prepared in 3 conformance with GAAP and in conformance with financial reporting standards issued by the Governmental Accounting Standards Board (GASB). City management has developed and evaluated a comprehensive internal control structure that is designed to provide reasonable, but not absolute, assurance regarding the safeguarding of assets against loss from unauthorized use or disposition, and the reliability of financial records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance is based on the assumption that the cost of internal controls should not exceed the benefits expected to be derived. As management, we attest that, to the best of our knowledge and belief, this financial report is complete and reliable in all material aspects. As a recipient of federal, state and county financial assistance, the City is required to undergo an annual single audit in conformity with the provisions of the Single Audit Act amendments of 1996 and U.S. Office of Management and Budget Circular A -133, Audits of States, Local Governments, and Non - profit Organizations. The audit is conducted by the State Auditor's Office in conjunction with the City's annual independent audit. Information related to this single audit includes the Schedule of Expenditures of Federal Awards, findings and recommendations, if applicable, and auditor's reports on internal control and compliance with applicable laws, regulations, contracts and agreements. The results of the City's annual single audit for the fiscal year ended December 31, 2014 provided no instances of material weaknesses in the internal control structure or significant violations of applicable laws. B. REPORTING ENTITY The City of Tukwila is a non - charter optional code City, operating under Section 35A of the Revised Code of Washington. It has a strong Mayor form of government with a seven - member City Council elected by the voters of the City. Councilmembers are elected at large rather than by district, are responsible for establishing the general guidelines and policies for the City, and each serves a four -year term. The Mayor appoints the City Administrator as the City's chief administrative officer responsible for carrying out the policies and direction set by the Mayor and City Council. The City of Tukwila provides a full range of local government services. These services include police and fire protection, emergency medical services, construction and maintenance of streets and traditional municipal infrastructure, planning and zoning, park and recreational activities, and cultural events. In addition, the City operates an equipment maintenance /rental fund. The City operates its own municipal 18 -hole golf course and provides sewer, water, and surface water services. Tukwila has a municipal court for traffic infractions, misdemeanors, and gross misdemeanors. Other jurisdictions provide jail services to the City. Tukwila residents receive library services from the King County Library System. Incorporated in 1908, the City of Tukwila abuts the City of Seattle on the north and is one mile east of Seattle- Tacoma International Airport. Tukwila has a small residential population of 19,765; however, the daytime shopper /visitor and working population can reach over 150,000 during the holiday shopping season. II. ECONOMIC CONDITION A. SUMMARY OF LOCAL ECONOMY A diverse regional economy is led by The Boeing Company and other smaller manufacturing companies. The Puget Sound region is a major international trade gateway to the Far East. Also, high tech industries 4 such as Microsoft and Amazon have made their home in this region. This diversity has now become the strength of our economic well being. Tukwila enjoys a strong position in the Puget Sound region as well as the state of Washington. Tukwila's location is at the crossroads of the state's most significant freeway network (the 1 -5 and 1 -405 interchange), and includes all modes of public transportation. Tukwila's transit stations include the commuter Sounder train, Sound Transit's light rail, and the just completed Tukwila Transit Center that all reinforce the well - established advantages of Tukwila as an employement and retail hub. These major transportation systems, the strategic access to Seattle, Tacoma, Sea -Tac Airport, and the population base of the south Puget Sound region provide a natural setting for commercial and industrial activity. Tukwila enjoys one of the largest local retail sales tax bases in the state of Washington, with the City collecting $16.3 million in sales tax revenue for 2014. The total retail sales activity amounted to approximately $1.95 billion in 2014, representing a 2.9% increase in sales tax revenue and retail activity within Tukwila, as compared to the previous year. Although the manufacturing sector was down 22.2% and construction was down 29.6 %, the wholesale trade was up 43.7 %. The strength of the City's retail sales activity is the Westfield Southcenter Shopping Center and Parkway Plaza retail development, which combine to create one of the largest retail concentrations on the west coast. This strength continues to attract new retail establishments to locate in Tukwila. This diversified revenue base is further supported by an assessed valuation of $5.0 billion as well as the above - mentioned local retail sales tax base, and has allowed the City to pursue a long -term capital investment program. Permit activity continues to remain solid with 1,970 permits issued in 2014 for a total value of $91.4 million. Permit activity related to commercial property accounts for 92% of 2014 permits issued. B. FUTURE ECONOMIC OUTLOOK Tukwila is in a continuous process of both short -term and long -term financial planning. Short -term financial planning is inherent in the development of the City's biennial budget. Concurrent with the biennial budget is the City's long -term capital needs and potential funding is assessed with the development of the six -year capital facility plan. The capital facility plan is a component of the Comprehensive Master Plan, which outlines how the City should look and function in twenty years and creates a vision that can be realistically implemented. An integral part of this vision is determining how to allocate the City's financial resources to achieve the desired goals. One of the City's highest priorities has been to reduce crime along Tukwila International Boulevard (TIB) since it was annexed into the City in the early 1990's. The multi - jurisdictional raid and seizure of motels along TIB that occurred in August, 2013 and was the largest event of this kind in the state. The raid was the result of a year -long investigation which proved the owners and managers of these properties allowed crime to occur and they were actively profiting from the activity. After the seizure, crime took a sharp decrease and when compared to a year later, in 2014, violent crime was down by 40% and all crimes were down by 30% on the TIB corridor. The Southcenter Parkway Extension project, the new five -lane roadway from 180th Street to 200th Street has improved traffic flows, and provides the infrastructure needed for future development of the Tukwila South area, expected to bring new businesses, housing and jobs into the City. The newly completed Tukwila Transit Center on Andover Park West provides a safer, expanded, high - quality bus stop with shelters, larger bus pullouts, and improved lighting, sidewalks and landscaping. 5 Construction of the new Tukwila Sounder commuter rail station was also completed in 2014 and includes improved walkways for pedestrians and bicyclists. The Sounder Station serves Sound Transit commuter riders and also handles Amtrak's four trains per day. Both the Tukwila Transit Center and the Sounder station serve numerous King County Metro transit buses, including the new RapidRide F Line, which operates between Burien, SeaTac, Tukwila and Renton. Both transit stations, along with Sound Transit's Light Rail station at Tukwila International Boulevard, offer a great travel option for residents and people coming into Tukwila to work, shop or visit. The City of Tukwila has begun reconstruction of a portion of Interurban Avenue South from Fort Dent Way to South 143rd Street. Interurban Ave S is an arterial street that runs between 1 -405 to 1 -5 and State Route 599, and travels past Tukwila's Foster Golf Links. The $11.4 million project will include a new retaining wall to support the roadway adjacent to the Green River, extensive storm drainage improvements, new pavement, lighting, pedestrian facilities, landscaping and other improvements. Funding for this project is from Federal and State grants, mitigation from an adjoining property owner, and a City bond. Two Safe Routes to School (SRTS) projects began construction in 2014. Tukwila received federal funding for the Thorndyke Elementary SRTS for safety improvements and to encourage walking and riding bicycles. The Thorndyke SRTS Project includes adding a sidewalk on South 150th Street in conjunction with previously planned surface water and overlay improvements. The drainage work was completed in 2014 and the final sidewalk and overlay work is scheduled for completion in 2015. Tukwila also received State SRTS funding to construct a trail /path, from South 140th Street to 37th Avenue South, which serves the Cascade View Elementary School. The Cascade View SRTS Project was substantially completed in 2014. The trail /path utilizes newly- acquired easements from the Tukwila School District and the Riverton Park United Methodist Church. The SRTS funding also provided for an education and enforcement aspect to be fulfilled by the Tukwila School District. The total budget for these two projects is $2.16 million. The Tukwila South project comprises about 512 acres between South 180th Street and the City's southern limits and is expected to become a major urban area in the Puget Sound region. The project is estimated to bring 20,000 new jobs and 10 million square feet of office, technology and retail space to the City. A new fire station will be built near the intersection of Southcenter Parkway and South 180th Street. In 2012, the City Council approved a development agreement with Tukwila Village Development Associates for this major project on Tukwila International Boulevard at South 144th Street. Tukwila Village will be home to a new King County Library, 400 apartments (including 320 for seniors), a Police Neighborhood Resource Center, retail shops, and community plaza. Permits for the first three buildings are in review and construction will start this summer. The addition of Tukwila Village is going to do much to bring positive changes to this important part of our City and catalyze additional development along Tukwila International Boulevard. In 2015 the City completed the purchase of four motels adjacent or near to Tukwila Village in order to reduce crime. The City will demolish the motels in 2015 and plans to seek a developer to further improve the neighborhood. In 2013, Council approved a development agreement for the former Circuit City site on Andover Park East to allow a 19 -story building comprising 370 residential units and 180 hotel rooms. The Board of Architecture Review approved the project design and the developers are preparing permit applications and arranging financing. If constructed, this project will be the tallest building and the first high -rise between Seattle and Tacoma. 6 Outside of development, revenue growth is predicted to continue at a slow but steady rate. As expenses outside of the City's control increase, such as pension plan contributions and contractual increases in salaries and benefits, determining how resources will be distributed to meet expanding needs will remain a challenge. As Tukwila moves forward, economic conditions will be continually monitored and adjustments to City spending and services made to maintain the City's financial health. Long -term plans will focus on ensuring the City continues to remain economically strong and viable. Our Strategic Plan will help draw on and enhance the strengths of individual neighborhoods and groups and build stronger relationships with our stakeholders. III. OTHER RELEVANT INFORMATION A. INDEPENDENT AUDIT State law requires an annual audit of all City books of accounts and financial records by the Office of the State Auditor, which is headed by the independently elected State Auditor. The Auditor has broad legal authority to inquire into all financial and legal compliance matters and such audits are considered equal to audits by certified public accounting firms. The 2014 financial audit of the City is complete and was conducted in conformance with Generally Accepted Auditing Standards. The financial statements of all City funds have been included in this audit. The City has been given an unqualified opinion for 2014. Please see the Auditor's Report. The State Auditor's Office also audits the City's administration of its federal grants under the single audit concept. There were no instances of questioned costs as part of the City's single audit for 2014. B. MANAGEMENT DISCUSSION AND ANALYSIS Accounting principles generally accepted in the United States of America require that management provide a narrative introduction, overview and analysis to accompany the basic financial statements in the form of Management's Discussion and Analysis (MD &A). This letter of transmittal is designed to complement the MD &A and should be read in conjunction with it. Tukwila's MD &A can be found immediately following the independent auditor's report. C. RELEVANT FINANCIAL POLICIES In 2014, the City Council approved a revised debt policy. The debt policy and appropriate management of debt issued by the City of Tukwila is an important factor in measuring the financial performance and condition of the city. The City uses debt as a mechanism to equalize the costs of needed improvements to both present and future citizens. As part of the revised debt policy, the City will appoint a financial advisor for each debt issue and will also be available to assist the City with all financing issues. The financial advisor will not serve as the underwriter for the City's debt issues. D. AWARDS The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Tukwila for its comprehensive annual financial report for the fiscal year that ended December 31, 2013. This was the 27th consecutive year that Tukwila has achieved this prestigious award. In order to be awarded a 7 Certificate of Achievement, a government must publish an easily readable and efficiently organized comprehensive annual financial report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current comprehensive annual financial report continues to meet the Certificate of Achievement Program's requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. E. ACKNOWLEDGEMENTS Preparation of this report could not have been accomplished without the professional, efficient, and dedicated services of the entire staff of the Finance Department and the cooperation of other City departments. Their long hours of assistance with the preparation and review of this report are greatly appreciated. The Mayor, City Administrator and City Council are to be complimented for their encouragement, interest, and support in conducting the financial operations of the City in a sound and progressive manner. The efficient assistance of examiners from the Office of the State Auditor is also appreciated. Staff who had a direct role in preparing Tukwila's 2014 Comprehensive Annual Financial Report take great pride in their work, and the entire team who worked on this project is to be commended. Respectfully submitted, I- Peggy McCarthy, CPA Finance Director 8 Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to City of Tukwila Washington For its Comprehensive Annual Finawidl Report for the Fiscal Year landed December 31, 2013 Exeiulive Directnrt LO 9 1 0 Washington State Auditor's Office INDEPENDENT AUDITOR'S REPORT ON FINANICAL STATEMENTS July 27, 2015 Mayor and City Council City of Tukwila Tukwila, Washington REPORT ON THE FINANCIAL STATEMENTS We have audited the accompanying financial statements of the governmental activities, the business -type activities, each major fund and the aggregate remaining fund information of the City of Tukwila, King County, Washington, as of and for the year ended December 31, 2014, and the related notes to the financial statements, which collectively comprise the City's basic financial statements as listed in the table of contents. Management's Responsibility 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; this includes 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. Auditor's Responsibility Our responsibility is to express opinions on these financial statements based on our audit. 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. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the City's preparation and fair presentation of the financial statements 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 City's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. 11 We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Opinion 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, each major fund and the aggregate remaining fund information of the City of Tukwila, King County, Washington, as of December 31, 2014, 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. Matters of Emphasis As described in Note 1, during the year ended December 31, 2014, the City has implemented the Governmental Accounting Standards Board Statement No. 67, Financial Reporting for Pension Plans — an amendment of GASB Statement No. 25. Our opinion is not modified with respect to this matter. As discussed in Note 15 to the financial statements, the City has elected to change its method of valuation of inventories in 2014. Our opinion is not modified with respect to this matter. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management's discussion and analysis on pages 15 through 29, budgetary comparison information on pages 99 through 100, pension trust fund information on pages 102 through 104 and information on postemployment benefits other than pensions on pages 105 through 106 be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board 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 and Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City's basic financial statements. The accompanying information listed as combining and individual financial statements and schedules on pages 108 through 139 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 financial statements. This information has been subjected to auditing 12 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 financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the information is fairly stated, in all material respects, in relation to the basic financial statements taken as a whole. The information identified in the table of contents as the Introductory and Statistical Sections is presented for purposes of additional analysis and is not a required part of the basic financial statements of the City. Such information has not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we do not express an opinion or provide any assurance on it. OTHER REPORTING REQUIRED BY GOVERNMENT AUDITING STANDARDS In accordance with Government Auditing Standards, we will also issue our report dated July 24, 2015, on our consideration of the City'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. That report will be issued under separate cover in the City's Single Audit Report. The purpose of that report is 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 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 City's internal control over financial reporting and compliance. Sincerely, JAN M. JUTTE, CPA, CGFM ACTING STATE AUDITOR OLYMPIA, WA 13 14 MANAGEMENT'S DISCUSSION AND ANALYSIS For the Year Ended December 31, 2014 The discussion and analysis of the City of Tukwila's financial performance provides an overall review of the City's financial activities for the year ended December 31, 2014. The intent of this discussion and analysis is to look at the City's financial performance as a whole. Readers should also review the transmittal letter, and the basic financial statements to enhance their understanding of the City's financial performance. FINANCIAL HIGHLIGHTS • Total net position, the amount by which total assets plus deferred outflow of resources exceed total liabilities plus deferred inflow of resources, equals $292.0 million. A total of 85 percent or $248.8 million of total net position is invested in capital assets such as streets, land, buildings, equipment, and other improvements. The remaining net position of $43.2 million is available for debt service, capital projects, and to meet the government's ongoing activities and obligations. • The City's net position decreased by $15.5 million. Governmental activities decreased by $18.1 million, and business -type activities increased by $2.6 million. The primary reason for the governmental decrease is due to two prior period adjustments; an $11.6 million adjustment that removed previously capitalized overlay, bridge inspection and other repair and maintenance costs from capital assets, and a $3.6 million valuation adjustment that reduced Tukwila Village property to net realizable value. The business -type activities increase is due primarily to fee increases to fund future capital projects. • As of the close of the current fiscal year, the City of Tukwila's governmental funds reported combined ending fund balances of $31.6 million, an increase of $7.8 million in comparison with the prior year. The increase is attributable primarily to the $5.75 million reclassification of the Tukwila Village property to property held for resale in the governmental funds from a capital asset in the government -wide Statement of Net Position. • At the end of the current fiscal year, unassigned fund balance for the general fund was $10.1 million, or 22 percent of total general fund expenditures. • The City of Tukwila's total outstanding long -term debt increased by $3.0 million during the current fiscal year. This change is a combination of new debt issued in December for $3.9 million offset by principal payments on existing debt, increases in compensated absences, and increases in other post - employment benefits. USING THIS ANNUAL FINANCIAL REPORT This annual report consists of a series of financial statements and notes to those statements. These statements are organized so the reader can understand the City of Tukwila as an entire operating entity. The statements then proceed to provide an increasingly detailed look at specific financial conditions. The Statement of Net Position and Statement of Activities provide information about the activities of the whole City presenting both an aggregate view of the City's finances and a longer -term view of those assets. Major fund financial statements provide the next level of detail. For governmental funds, these statements tell how services were financed in the short -term as well as what dollars remain for future spending. The fund financial statements also look at the City's most significant funds with all other non -major funds presented in total in one column. Overview of the Financial Statements The City's basic financial statements are presented in three parts: 1) Government -wide financial statements 15 2) Fund financial statements 3) Notes to the financial statements Other supplementary information, in addition to the basic financial statements, is also contained in this report. This section of the Management's Discussion and Analysis is intended to introduce and explain the basic financial statements. Government -wide Financial Statements The government -wide financial statements are designed to be corporate -like in that all governmental and business - type activities are consolidated into columns which add to a total for the City. The focus of the Statement of Net Position is designed to be similar to bottom -line results for the City and its governmental and business -type activities. This statement combines and consolidates governmental funds' current financial resources (short -term spendable resources) with capital assets and long -term obligations. Over time, increases or decreases in net position may be one indicator of improvement or deterioration in the City's overall financial health. The Statement of Activities is focused on both the gross and net cost of various functions, including both governmental and business -type activities, which are supported by the City's general tax and other revenues. This is intended to summarize and simplify the user's analysis of the cost of various governmental services and /or subsidy to various business -type activities. The revenue generated by the specific functions (charges for services, grants, and contributions) is compared to the expenses for those functions to show how much each function either supports itself or relies on taxes and other general funding sources for support. All activity on this statement is reported on the accrual basis of accounting, requiring that revenues are reported when they are earned and expenses are reported when they are incurred, regardless of when cash is received or disbursed. Governmental activities of the City include general government (executive, finance, legal, human resources, and court), public safety, physical environment, economic environment, transportation, mental and physical health, and culture and recreation. The City's business -type activities include a water and sanitary sewer utility, surface water utility, and a municipal golf course. Governmental activities are primarily supported by taxes, charges for services, and grants, while business -type activities are self - supporting through user fees and charges. Fund Financial Statements The fund financial statements are the traditional reporting format for governments. A fund is a fiscal and accounting entity with a self - balancing set of accounts used to account for specific activities or meet certain objectives. While the government -wide statements present the City's finances based on the type of activity (general government vs. business type), the Fund Financial Statements are presented by fund type, such as the general fund, special revenue funds and proprietary funds, with the focus on major funds. Governmental Funds Governmental funds are used to account for essentially the same functions that are reported as governmental activities in the government -wide financial statements. The governmental major fund presentation is used, utilizing the current financial measurement focus and the modified accrual basis of accounting. This is the manner in which the budget is typically developed. The basis of accounting is different between the governmental fund statements and the government -wide financial statements. The governmental fund statements focus on the near -term revenues /financial resources and expenditures while the government -wide financial statements include both near - term and long -term revenues /financial resources and expenditures. The information in the governmental fund statements can be used to evaluate the City's near -term financing requirements and immediate fiscal health. Comparing the governmental fund statements with the government -wide statements can help the reader better understand the long -term impact of the City's current year financing decisions. 16 Because the basis of accounting is different between the governmental fund statements and the government -wide financial statements, reconciliations are provided. The reconciliation between the governmental fund Balance Sheets and the government -wide Statement of Net Position is found on the page following the governmental funds' Balance Sheet, while the reconciliation between the governmental fund Statement of Revenues, Expenditures and Changes in Fund Balance and the government -wide Statement of Activities is found directly following the governmental funds' Statement of Revenues, Expenditures, and Changes in Fund Balance. The City maintains twenty individual governmental funds. Of these, five are considered major (the general fund, the arterial street fund, the local improvement district #33 fund, the metropolitan park district fund, and facilities (urban renewal) fund) and are presented separately in the governmental funds' Balance Sheet and the governmental funds' Statement of Revenues, Expenditures and Changes in Fund Balances. The remaining governmental funds are combined into a single column labeled "Other Governmental Funds." Individual fund data for each of the other governmental funds can be found in the combining statements later in this report. The City maintains budgetary control over its operating funds through the adoption of a biennial budget. Budgets are adopted at the fund level according to state law. Budgetary comparison schedules are presented for the general and major special revenue funds in the "Required Supplemental Information" section of the report. Other budgetary comparison schedules are included following the other governmental funds' combining statements in this report. Proprietary Funds Proprietary funds are used by governments to account for their business -type activities and use the same basis of accounting as utilized in private industry. Business -type activities provide specific goods or services to a group of customers that are paid for by fees charged to those customers. There is a direct relationship between the fees paid and the services rendered. The City has two types of proprietary funds: enterprise funds and internal service funds. Enterprise funds are used to account for goods and services provided to citizens, while internal service funds are used to account for goods and services provided internally to various City departments. Enterprise funds report the same functions presented as business -type activities in the government -wide statements, but in greater detail. The City's enterprise fund statements provide information on the City's three utilities (water, sanitary sewer, surface water) as well as the City -owned golf course. Internal service funds are an essential accounting tool used to accumulate and allocate costs internally among the City's various functions. The City uses internal service funds to account for its fleet of vehicles, and its insurance prem iums. Fiduciary Funds Fiduciary funds account for assets held by the City in a trustee capacity or as an agent for individuals, private organizations, other governments or other funds. Fiduciary funds are not included in the government -wide financial statements because their assets are not available to support the City's activities. The City has two fiduciary funds: a firemen's pension trust fund and an agency fund, which are accounted for on the accrual basis. As agency funds are custodial in nature, they do not include revenues and expenses. 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 can be found at the end of the Basic Financial Statements section. 17 Other Information In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information including budget and actual schedules for the City's general fund and, budgeted major /non -major special revenue funds; and a schedule of funding progress for the Firemen's Pension Trust Fund and other post - employment benefits. Additional pension benefit information is found in Note 9. The combining statements referred to earlier in connection with non -major governmental funds and internal service funds are presented in the section titled "Fund Financial Statements and Schedules." Government -wide Financial Analysis The Statement of Net Position can serve as a useful indicator of the City's financial position. The City of Tukwila's net position at December 31, 2013 and 2014 totaled $307.5 million and $292.0 million respectively. The City's overall net position decreased $15.5 million, or 5.0 %, from the prior fiscal year. The reasons for the overall decrease are discussed in the following sections for governmental activities and business -type activities. By far, the largest portion of the City's net position of $249 million, or 85.2% reflects investment in capital assets (e.g., land, building, machinery, equipment, vehicles, and infrastructure), less any related outstanding debt that was used to acquire those assets. The City uses these capital assets to provide a variety of services to citizens. Accordingly, these assets are not available for future spending. Although investment in capital assets is reported net of related debt, it should be noted that the resources used to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. An additional portion of the City's net position, $4.4 million, or 1.5% represents resources that are subject to external restrictions on how they may be used. The remaining balance of $38.8 million, or 13.3% is unrestricted and may be used to meet the City's ongoing obligations to its citizens and creditors. Following is a condensed version of the government -wide Statement of Net Position for 2014 compared to 2013. CITY OF TUKWILA NET POSITION (in thousands) Governmental Activities Business -type Activities Total As of 12/31/14 As of 12/31/13 As of 12/31/14 As of 12/31/13 As of 12/31/14 As of 12/31/13 Current and other assets $63,671 $57,557 $15,562 $14,603 $79,233 $72,160 Capital assets, net of accumulated depreciation 203,975 223,051 66,036 65,140 270,011 288,190 Total assets 267,646 280,608 81,598 79,742 349,244 360,350 Deferred Outflows of Resources Long -term liabilities Other liabilities Total liabilities Deferred Inflows of Resources 457 524 457 524 40,049 32,437 8,665 1,058 48,714 33,496 7,385 10,057 985 9,333 8,371 19,391 47,434 42,495 9,650 10,392 57,085 52,887 604 515 - 604 515 Net position Net investment in capital assets 191,081 207,660 57,678 55,956 248,759 260,606 Restricted 3,974 3,480 430 430 4,404 3,910 Unrestricted 25,009 26,981 13,840 12,965 38,849 42,955 Total net position $220,064 $238,121 $71,948 $69,351 $292,012 $307,472 The governmental unrestricted net position comprises $25.0 million. The general fund unrestricted net position is available for functions such as public safety employee salaries and supplies, park and road maintenance, and other general government services. The unrestricted net position of business -type activities, $13.8 million, may only be spent on activities related to one of the three City utilities (water, sewer, and surface water) or on the golf course 18 activities. Examples of utility activities include: maintenance of water /sewer mains, pump and lift stations, storm drain flushing, and water meter reading. The $6.1 million increase in current and other assets for governmental activities stems primarily from the $5.75 million of Tukwila Village property that was transferred into the governmental funds as an asset held for investment. This asset had previously been classified as a capital asset in the government -wide Statement of Net Position. The increase of $1.0 million in current and other assets for business -type activities is comprised of a net increase of $808 thousand in cash and investments. This increase results from a rate structure design in the utility funds that build reserves for major infrastructure replacement and improvement. Changes in Net Position The change in net position represents the increase or decrease in City net position resulting from its various activities. Following is a condensed version of the City's changes in net position. The table shows the revenues, expenses and related changes in net position for both governmental -type and business -type activities: CITY OF TUKWILA CHANGES IN NET POSITION (in thousands) Governmental Activities Business -type Activities Total 2014 2013 2014 2013 2014 2013 Revenues: Program revenues Charges for services $8,554 $6,213 $19,884 $18,464 $28,438 $24,676 Operating grants and contributions 2,563 3,290 2,563 3,290 Capital grants and contributions 8,053 16,948 1,548 339 9,602 17,286 General revenues Property taxes 14,871 14,510 - - 14,871 14,510 Sales and use taxes 17,105 16,316 17,105 16,316 Natural gas use tax 0 204 0 204 Hotel /Motel taxes 597 527 597 527 Utility taxes 3,856 3,880 3,856 3,880 Interfund utility taxes 1,851 1,687 1,851 1,687 Business taxes 2,556 2,570 2,556 2,570 Excise taxes 3,513 2,745 3,513 2,745 State entitlements 1,736 1,862 1,736 1,862 Investment earnings 444 102 - - 444 102 Miscellaneous 179 305 - 179 305 Total revenues 65,878 71,159 21,432 18,803 87,310 89,962 Expenses: General government 10,289 10,195 10,289 10,195 Public safety 29,293 25,939 29,293 25,939 Transportation 11,668 7,658 11,668 7,658 Physical environment 2,480 2,611 - 2,480 2,611 Culture and recreation 5,716 5,635 5,716 5,635 Economic environment 5,337 5,210 5,337 5,210 Interest on long -term debt 1,205 1,039 - 1,205 1,039 Water /sewer 12,752 10,421 12,752 10,421 Foster golf course 1,946 1,708 1,946 1,708 Surface water 3,311 2,563 3,311 2,563 Total expenses 65,987 58,287 18,009 14,692 83,996 72,979 Increase (decrease) in net position before transfers -109 12,872 3,423 4,110 3,315 16,983 Transfers -600 1,061 600 -1,061 0 0 Change in net position before special item -709 13,933 4,023 3,050 3,315 16,983 Special Item -1,995 0 0 0 -1,995 0 Change in net position -2,704 13,933 4,023 3,050 1,320 16,983 Net position- beginning of period 238,121 227,888 69,351 64,354 307,472 292,242 Change in accounting principle 0 -250 -557 -67 -557 -316 Prior Period Adjustment - 15,353 -3,450 -870 2,014 - 16,223 -1,436 Net position- beginning balance, as restated 222,768 224,189 67,924 66,301 290,693 290,489 Net position -end of period $220,064 $238,121 $71,948 $69,351 $292,012 $307,472 Restated for current year classifications 19 Governmental Activities Governmental activities ended the year with an $18.1 million decrease in the City's net position. Revenues to fund capital assets are recorded as program or general revenues in the statement of activities. However, asset purchases are not recorded as expenses in the year purchased and construction costs are not recorded as expenses in the year incurred. Instead, the costs are recorded as long -term assets and are depreciated over their useful life. The primary reason net position decreased was due to prior period adjustments of $15.4 million. The prior period adjustments are as follows: • Valuation reduction of Tukwila Village properties held for resale by $3.6 million. • Removal of $11.6 million of previously capitalized repair and maintenance costs from capital assets. Costs include overlay, bridge inspection and other miscellaneous project costs. A special item representing the 2014 urban renewal motel purchase $1.9 million valuation reduction also reduced net position. Revenues from governmental activities decreased $5.3 million from 2013 activity. The components and explanation of the decrease follows. • Charges for services increased $2.3 million or 37.7 %in 2014. The annual contract with Seattle City Light for $2.2 million was reclassified from an operating grant to a charge for service. Additionally, general charges for services have increased city -wide, and $212 thousand was received as reimbursement for assisting at the Oso landslide clean up. • Operating grants decreased by $726 thousand or 22.1 % primarily due to the $2.2 million reclassification of the Seattle City Light contract to charges for services offset by an increase in operating grants, especially the $1 million received for the East Marginal Way overlay project and the $335 thousand received from the Department of Homeland Security for Fire Department radio replacement. • Capital grants and contributions decreased $8.9 million or 52.5 %. In 2013, the City recognized $9.5 million in special assessment revenue to reimburse the City for costs related to the Klickitat urban access project. This transaction was specific to 2013. Also specific to 2013, the City received $5.4 million of donated assets from private contributors. The reduction due to one -time revenue is offset by an increase in federal and state grant revenue received for regional mobility projects. • Sales and use taxes category increased $789 thousand primarily due to an overall increase in wholesale trade activity of $485 thousand and services activity of $286 thousand. • Excise taxes increased $767 thousand primarily due to gambling excise taxes. Casinos in the City showed increases in activity in 2014 over 2013. Total governmental expenses increased by $7.6 million. Public safety costs increased by $3.4 million. The City implemented programs in the Police Department to reduce crime in the Tukwila International Boulevard urban renewal area. Additionally, Fire Department costs were above normal in 2014 due to participating in the Oso landslide emergency. Transportation increased $4 million due to an increase in Arterial Street road projects including $3.0 million in overlay and other roadway repair.. Additional information on the special item and prior period adjustment can be found in Note 16 and Note 15, respectively, to the financial statements. The next chart summarizes the governmental activity revenue by source, while the second one reflects the specific program revenues and related expenses for the various activities of the City. Gaps between specific program revenues and their related expenses are funded through general tax revenues. 20 Revenues by Source - Governmental Activities Utility taxes 9% Other taxes 10% Other revenue 4% Charges for services 13% Operating grants & contributions 4% Sales and use taxes 26% Capital grants & contributions 12% Property taxes 22% Program Revenues and Expenses - Governmental Activities $30,000,000 $27,000,000 $24,000,000 $21,000,000 $18,000,000 $15,000,000 $12,000,000 $9,000,000 $6,000,000 $3,000,000 $0 c��� ���o�� t�a�c� ���� o��\o� ��o�� e`a�o o Q Jso �`����o o�,\�o `off G ��,o a z �o� �5` Ito or G (o 21 O Program revenues • Expenses Business -Type Activities Business -type net position increased by $2.6 million during 2014. Key components of this increase include: • A change in accounting principal to expense supplies and small tools that had previously been reported as inventory resulted in a decrease to net position of $557 thousand. This is reflected in the Statement of Activities as a Change in Accounting Principle. • A prior period adjustment of $870 thousand also resulted in a decrease to net position. The adjustment was a result expensing assets that had previously been reported as construction on progress. • $1.4 million or a 7.7% increase in charges for services primarily due to utility rate increase effective January 2014, and water and sewer hook -up fees on new construction. • Income before capital contributions and transfers amounted to: o Water fund: $ 328,499 o Sewer fund: 1,228,321 o Foster golf course fund: (539,350) o Surface water fund: 527,598 $ 1,875,068 The following chart shows the relative net position balances for each business -type fund: Business -Type Net Position - By Fund Foster golf course 11% Surface water 45% Sewer 19% Water 25% The majority of net position in the City's enterprise funds relate to capital asset infrastructure, such as water and sewer mains, and the golf course land. As such, most of the net position is not available to support the ongoing 22 expenses of the funds. The following chart contrasts the total net position to the spendable portion of net position for each enterprise fund: Comparison of Total Net Position to Spendable Net Position $35,000,000 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 Business -Type Funds • Spendable /Unrst Net Position • Total Net Position $0 Water Sewer Surface water Foster golf course The following chart depicts the revenues and expenses for business -type funds: $10,000,000 $8,000,000 $6,000,000 $4,000,0W $2,000,000 $0 Business -type Activity Revenues and Expenses Before Capital Contributions and Transfers 1 Water Sewer Surface Water Foster Gdf Course 23 ❑ Revenues • Expenses Financial Analysis of Governmental Funds The purpose of the City's governmental funds is to report on near -term revenues /financial resources and expenditures. This information helps determine the City's financial requirements in the near future. Specifically, the fund balance is a good indicator of the City's financial resources. As of December 31, 2014, the City's governmental funds had combined fund balances of $31.6 million, an increase of $7.8 million or 33 %. The increase is primarily due to a prior period adjustment in the Facilities — Urban Renewal fund. Property held as capital assets were reclassified as assets held as investments. The change in prior year fund balances for other major funds are as follows: • General fund $210,564 • Arterial Street fund 279,977 • Local Improvement District No. 33 1,042,024 • Tukwila Metropolitan Park District 205,957 • Facilities — Urban Renewal 6,403,851 • Other governmental funds (295,945) The Local Improvement District No. 33 fund increased because the first of fifteen annual assessment installments was due in October 2014. Bond payment associated with the assessments is not made until January of the following year. Other major governmental funds remained stable, with moderate increases in total fund balance. Of the non -major governmental funds, special revenue funds decreased $153 thousand and capital projects funds decreased $140 thousand. Of the governmental fund balances $7.4 million is nonspendable for capital assets held for resale and $1.5 million is nonspendable for outstanding notes receivable owed to the City from the Tukwila Metropolitan Park District. Restricted fund balances constrained for a specific purpose by external parties or enabling legislation consist of $575,844 for tourism, $832,875 for residential street improvements, $287,846 for arterial street improvements, $61,787 for drug seizure, $504,500 for fire improvements, and $1,710,873 for debt service. Assigned fund balances intended to be used for specific purposes consist of $1,087,666 for arterial streets, $936,453 for facilities -urban renewal, $4,955 for debt service, $331,418 for residential street improvements, $184,335 for land acquisition, recreation and park development, $414,133 for general government improvements, $350,000 for public safety equipment and $5,421,471 for contingencies. The general fund is the primary operating fund of the City. All receipts and payments of ordinary City operations are processed through this fund unless they are required to be accounted for in another. At the end of 2014, the general fund had an unassigned fund balance of $10.1 million. 24 1 The following chart shows the relative fund balances for governmental funds: General fund 67% Governmental Funds — Fund Balances Arterial street fund 5% Land acq, rec & park improvement funds 0% LID Guarantee Fund 4% Metropolitan Park District -5% Capital project funds 13% Special revenue funds 3% Debt service funds 3% The general fund revenue increase of $2.7 million came from the following sources: 51,800,000 $1,600,000 51,400,000 $1,200,000 51,000,000 $800,000 5600,000 $400,000 5200,000 $o General Fund Revenue I ncreases / (Decreases) - By Source Taxes 51,603,136 Intergovernmental 5588,278 Cha rges for servi ces 5351,383 Licenses and permits $100,763 ■ 25 Fi nes a nd forfeitures 522,296 Investment earnings $22,806 Miscellaneous $34,361 Financial Analysis of Proprietary Funds The City's proprietary funds provide the same type of information as found in the government -wide financial statements, but in greater detail. Factors affecting the finances of the City's proprietary funds have already been addressed in the discussion of the City's business -type activities. General Fund Budgetary Highlights The City budgets biennially by adopting a budget at the end of the preceding biennium, and then making adjustments as necessary via budget amendments throughout the next two years. Following is a summary of such budget amendments that occurred in 2014: Net Expenditure increases: Purchase 2 SANS servers, one replacement, one backup $70,000 Additional budget for software enhancements for the Court 50,000 Additional budget for LEOFF 1 retiree healthcare 564,000 Budget adjusted for response assistance to Oso landslide 259,600 Adjust budget to account for grant funding received for emergency 335,000 radios Net Revenue Increase: Grant received 133,000 OSO Reimbursement 170,000 Grant received to purchase 800 MHz radios 335,000 Increase in sales tax revenue 600,000 Reasons for the significant variances in the general fund between the final budget and actual results include: • Revenue from taxes were $1.3 million, or 5 %, higher than budget. Property taxes increased $360 thousand and sales tax increased $584 thousand. In addition, there was a gain of 27 percent, or $600 thousand in gambling taxes. • Licenses and permits were $168 thousand, or 8.6 %, above budget due to an increase in number of businesses that operated in the City during 2014 and an increase in permit revenue. • Expenditures were below budget by $761 thousand, or 1.6 %. Transportation costs were lower than expected due to the timing of capital outlay on projects that were delayed or where completion timelines extended. Not all budgeted capital items were purchased in 2014. Capital Asset and Debt Administration Capital Assets The City's investment in capital assets for both its governmental and business -type activities as of December 31, 2014 totaled $270 million (net of accumulated depreciation), a decrease of $18.2 million, or 6.3 %, from 2013. This investment in capital assets includes land, buildings, improvements, machinery and equipment, construction in progress, utility transmission /distribution systems, roads, bridges, and other infrastructure. 26 SUMMARY OF CAPITAL ASSETS (NET OF DEPRECIATION) Land Construction in Progress Buildings Other Improvements Machinery and Equipment Infrastructure Total Governmental Activities Business -Type Activities Total As of 12/31/14 As of 12/31/13 As of 12/31/14 As of 12/31/13 As of 12/31/14 As of 12/31/13 $ 35, 312, 814 $ 42, 961, 328 $ 2,346,231 $ 2,237,759 $ 37, 659, 045 $ 45,199, 087 16, 718, 203 10, 483, 961 4,200,272 3,104, 261 20, 918, 475 13, 588, 222 13,810,448 14,466,801 9,397,907 8,947,243 23,208,355 23,414,044 6,775,474 7,587,916 49, 607, 584 50, 348, 041 56, 383, 058 57, 935, 957 6,841,516 5,938,946 484,324 502,211 7,325,840 6,441,157 124,516,494 141,611,727 124,516,494 141,611,727 $203,974,948 $223,050,679 $66,036,318 $65,139,514 $270,011,266 $288,190,192 More detailed information on capital assets is provided in Note 7 to the financial statements. General capital outlay purchases added $421,933 in machinery and equipment and included various computer equipment purchases in the amount of $90,626, closed circuit TV street monitoring equipment for $8,498, Seattle Southside Visitor Center back wall unit in the amount of $14,533, and Police Department surveillance equipment and Fire Department mobile communications radios totaling $308,276. Many of the remaining projects in the Arterial Street Fund continue to be in the construction phase adding nearly $8.3 million in construction -in- progress for the period. The major arterial street fund activities are comprised of the following: • Tukwila Urban Center (TUC) Transit Center, $4,009,647 • Interurban Avenue South, $1,591,193 • Andover Park West, $1,248,908 • Boeing Access Road Bridge Rehabilitation, $579,199 • Various other Arterial Street Fund projects total $853,790 Ongoing Residential Street fund construction projects added $1.0 million to construction -in- progress and include the following: • Thorndyke Safe Routes to School, $405,508 • 40 — 42nd Ave S, $299,918 • Cascade View Safe Routes to School, $282,883 • 42nd Ave S Roadside Barriers, $50,727 Land Acquisition, Recreation & Park Development activities consist of $247,936 for the Duwamish Gardens and Duwamish Hill Preserve work in progress improvements. Other governmental funds' activity in the area of facilities improvements provided an additional $139,277 to work in progress costs for the year. Business -type activities consisted of $4.0 million in added construction in progress work for the year. Major projects in the utility funds comprise of the following: • East Marginal Way S Pipe, $1.18 million • Andover Park West/Strander, $950,778 • Interurban Ave S, $749,793 A total of $1 million in other ongoing utility construction projects were added to construction -in- progress during the current period. 27 Long -term Debt At the end of the current fiscal year, the City had total bonded debt outstanding of $19,218,221. Of this amount, $16,638,221 is general obligation bonds, and $2,580,000 is revenue bonds for the water /sewer and surface water utilities. The increase in outstanding bonds is due to the principal payments redeemed for the year netted against new debt of $3.9 million issued in 2014. The City currently maintains a rating of AA with Standard and Poor's, AA- with Fitch's Investor Service and Al with Moody's for its general obligation debt. The City also has $6.7 million in special assessment debt. The following schedule summarizes the City's bonded debt: SUMMARY OF BONDED DEBT Governmental Activities Business -type Activities Total As of 12/31/14 As of 12/31/13 As of 12/31/14 As of 12/31/13 As of 12/31/14 As of 12/31/13 General obligation bonds $ 16,638,221 $ 14,706,009 $ - $ - $ 16,638,221 $ 14,706,009 Revenue bonds - - 2,580,000 3,075,000 2,580,000 3,075,000 $ 16,638,221 $ 14,706,009 $ 2,580,000 $ 3,075,000 $ 19,218,221 $ 17,781,009 Other Special assessment bonds $ 6,687,500 $ 6,687,500 $ $ - $ 6,687,500 $ 6,687,500 ADDITIONAL LONG -TERM DEBT Other long term debt Governmental Activities Business -type Activities Total As of 12/31/14 As of 12/31/13 As of 12/31/14 As of 12/31/13 As of 12/31/14 As of 12/31/13 Public Works Trust Fund Loans Other Post Employment Benefits Net Pension Liability Employee leave benefits Due to other governments $ 5,341,973 427,903 3,740,161 6,650,400 $ 16,160,437 $ 4,561,781 $ 5,742,867 3,337,967 306,441 7,021,600 $ 14, 921, 348 $ 6,049,308 $ 6,063,071 319,303 $ 6,382,374 $ 5,742,867 5,341,973 427,903 4,046,602 6,650,400 $ 22,209,745 $ 6,063,071 4,561,781 3,657,270 7,021,600 $ 21,303,721 More detailed information on long -term debt is provided in Note 11 to the financial statements. Economic Factors The outlook for 2015 is positive. The economy in King County is showing steady signs of recovery. The City of Tukwila has a small residential population, yet the City serves the regional economy and has become an economic powerhouse, providing jobs and revenue for the region and state. Several major pending developments will have significant impacts on the future of Tukwila's economy: • Projects planned within Tukwila include a 19 -story combination hotel and apartments; a four -story extended stay hotel, and a warehouse conversion into retail and covered parking. Additionally, several tenant improvements to existing structures will increase property values, therefore increasing property tax revenue in future years. • Tukwila Village - The City has approved the building permit for the library and a grading permit for the entire site. The City is reviewing building permit applications for an apartment building with ground floor retail, a building with a cafe and meeting room, and two senior apartment buildings with office. Construction on the 28 first two buildings will start in summer 2015 with the first buildings schedule to open in late 2016. The last building is scheduled to open in 2018. • The newly completed Tukwila Transit Center on Andover Park West provides a safer, expanded, high - quality bus stop with shelters, larger bus pullouts, and improved lighting, sidewalks and landscaping. Construction of the new Tukwila Sounder commuter rail station was also completed in 2014 and includes improved walkways for pedestrians and bicyclists. The Sounder Station serves Sound Transit commuter riders. Both transit stations, along with Sound Transit's Light Rail station at Tukwila International Boulevard, offer a great travel option for our residents and people coming into Tukwila to work, shop or visit. • The City of Tukwila has an extensive rehabilitation program in the Sewer Fund for the Commercial Business District. As the sewer mains are reaching their 50 -year life span, the City has budgeted over $1 million in each of the next 5 years to reline the asbestos concrete pipes in the Southcenter area. The relining of the sewer pipes will reinforce the strength with little impact to the roadway and minimal excavation. • Tukwila was also awarded $5.2 million in December 2014 for major maintenance on three City bridges that include seismic retrofit, deck and joint repair, and painting. This work will preserve the City -owned infrastructure and extend the service lives of the bridges. Aging infrastructure is a nationwide problem that the City of Tukwila takes very seriously, and we are actively trying to mitigate the impacts while remaining fiscally conservative. The receipt of this Federal bridge funding is an example of the City's commitment to prudent fiscal management. • Urban Renewal - Safety along Tukwila International Boulevard is a major concern for the City. Reducing crime was the City's highest priority for 2013 and 2014, with an emphasis on Tukwila International Boulevard. Certain areas along Tukwila International Boulevard have long been identified as "hot spots," where a large amount of serious crime occurs. In early 2013 the Tukwila Police Department evaluated crime for all commercial properties in the City's community renewal area and recommended the City purchase certain properties in order to reduce crime. The City has since purchased four motels. Three, in 2014, from the US Attorney's Office after a year -long criminal investigation and seizure of the properties. A fourth motel was purchased in 2015 after threat of condemnation and subsequent negotiation with the owner. In 2015 the City will demolish the motels and prepare the properties for revitalization. As a result of these actions and a significantly decreased crime rate the city's police force has placed more resources into the residential areas and focused on other "hot spots" within the city. Requests for Information This financial report is designed to provide a general overview of the City of Tukwila's finances for readers with an interest in the City's finances. Questions concerning this report, or requests for additional information, may be addressed to the Finance Director, City of Tukwila, 6200 Southcenter Blvd, Tukwila, WA 98188 -2544. 29 30 CITY OF TUKWILA, WASHINGTON STATEMENT OF NET POSITION DECEMBER 31, 2014 Primary Government Governmental Business -Type Activities Activities Total ASSETS: Cash and cash equivalents $ 22,770,449 $ 10,420,332 $ 33,190,780 Investments 7,955,406 2,098,901 10,054,307 Receivables: Taxes 5,380,469 97 5,380,566 Customer accounts 791,720 1,568,975 2,360,695 Interest 77,267 - 77,267 Due from other governmental units 2,769,253 562,972 3,332,225 Inventory of materials and supplies 14,971 57,821 72,791 Restricted cash and cash equivalents 308,900 514,125 823,025 Notes receivable 5,527,223 338,621 5,865,844 Real property held for resale 7,370,000 7,370,000 Investment in joint ventures 10,705,153 - 10,705,153 Non - depreciable capital assets 52,031,017 6,546,502 58,577,519 Depreciable capital assets (net of accumulated depreciation) 151,943,933 59,489,815 211,433,748 Total Assets 267,645,759 81,598,160 349,243,919 DEFERRED OUTFLOWS OF RESOURCES: Deferred loss on refunding 457,487 457,487 Total Deferred Outflows Of Resources 457,487 457,487 LIABILITIES: Accounts payable 2,290,985 658,051 2,949,036 Accrued wages and benefits payable 1,503,803 109,638 1,613,441 Accrued interest payable 386,861 76,842 463,703 Unearned revenue 217,453 14,612 232,065 Other liabilities 2,986,395 126,284 3,112,679 Bonds and other debt payable Due w ithin one year 2,645,707 1,107,749 3,753,456 Due in more than one year 37,403,206 7,557,246 44,960,452 Total Liabilities 47,434,410 9,650,423 57,084,833 DEFERRED INFLOWS OF RESOURCES: Business taxes received in advance 604,437 - 604,437 Total Deferred Inflow s Of Resources 604,437 604,437 NET POSITION: Net investment in capital assets 191,081,461 57,677,764 248,759,226 Restricted for: Debt service 1,710,873 430,444 2,141,317 Tourism promotion 575,844 - 575,844 Residential street improvements 832,875 - 832,875 Arterial street improvements 287,846 287,846 Drug investigation and enforcement 61,787 - 61,787 Fire improvements 504,500 - 504,500 Unrestricted net position 25,009,212 13,839,529 38,848,741 Total Net Position $ 220,064,400 $ 71,947,737 $ 292,012,138 The notes to the financial statements are an integral part of this statement. 31 Total Business -Type Activities Total Primary Government $ 83,995,769 $ 28,438,140 $ 2,563,002 $ 9,601,715 $ (46,816,260) $ 3,423,348 $ (43,392,912) 18, 008, 631 19, 883, 699 1,548,280 3,423,348 3,423,348 CITY OF TUKWILA, WASHINGTON STATEMENT OF ACTIVITIES For the Year Ended December 31, 2014 Primary Government -- Expenses -- Program revenues --Net Expense (Revenue) and Changes in Net Position-- Charges Operating Capital Grants Governmental Business -Type Total For Services Grants and and Activities Activities Contributions Contributions FUNCTIONS / PROGRAMS: PRIMARY GOVERNMENT Governmental activities General Governenmt $ 10,289,399 $ 3,858,862 $ 150,410 $ - $ (6,280,126) $ (6,280,126) Public safety 29,292,587 970,594 1,261,285 66,862 (26,993,846) (26,993,846) Transportation 11,668,098 196,506 993,308 7,838,976 (2,639,307) (2,639,307) Physical environment 2,479,533 8,425 (2,471,108) (2,471,108) Culture and recreation 5,716,091 726,869 105,354 147,597 (4,736,271) (4,736,271) Economic environment 5,336,659 2,793,185 52,644 (2,490,831) (2,490,831) Interest on long -term debt 1,204,771 (1,204,771) (1,204,771) Total Governmental Activities 65,987,138 8,554,441 2,563,002 8,053,435 (46,816,260) (46,816,260) BUSINESS -TYPE ACTIVITIES: Water 5,669,082 5,997,581 122,740 451,239 451,239 Sewer 7,083,043 8,311,364 261,745 1,490,066 1,490,066 Surfacewater 3,310,716 4,168,313 - 1,163,795 - 2,021,393 2,021,393 Foster golf course 1,945,789 1,406,440 - (539,350) (539,350) General Revenues: Taxes Property taxes $ 14,870,621 $ - $ 14,870,621 Retail sales and use taxes 17,105,322 17,105,322 Hotel /motel taxes 596,781 - 596,781 Utility taxes 3,855,544 3,855,544 Interfund utility taxes 1,851,013 1,851,013 Business taxes 2,555,999 2,555,999 Excise Taxes 3,512,894 3,512,894 State entitlements 1,735,637 1,735,637 Unrestricted investment earning 444,282 444,282 Miscellaneous 179,394 179,394 Transfers (600,000) 600,000 Total General Revenues and Transfers 46,107,488 600,000 46,707,488 Change In net position before Special Item (708,772) 4,023,348 3,314,576 Special item (1,995,000) (1,995,000) Change in net position (2,703,772) 4,023,348 1,319,576 Net position - beginning 238,121,495 69,350,576 307,472,071 Change in accounting principle - (556,539) (556,539) Prior period adjustment (15,353,323) (869,647) (16,222,970) Net position- beginning restated 222,768,172 67,924,390 290,692,562 Net position- ending $ 220,064,400 $ 71,947,737 $ 292,012,138 The notes to the financial statements are an integral part of this statement. 32 Total Fund Balance (Deficit) 17,496,550 1,375,512 1,042,024 (1,360,218) 8,306,453 4,696,539 31,556,861 Total Liabilities, Deferred Inflow s And Fund Balances $ 20,875,567 $ 2,877,843 $ 7,028,629 $ 404,346 $ 8,473,366 $ 5,029,641 $ 44,689,392 CITY OF TUKWILA, WASHINGTON BALANCE SHEET GOVERNMENTAL FUNDS DECEMBER 31, 2014 Local Metropolitan Other Total General Arterial Improvement Park Facilities Governmental Governmental Fund Street District #33 District Funds Funds ASSETS: Cash and cash equivalents $ 10,497,806 $ 172,742 $ 1,013,693 $ 403,130 $ 1,103,366 $ 4,581,844 $ 17,772,581 Investments 2,993,995 - - - - - 2,993,995 Receivables: Taxes 5,239,186 23,430 - - 117,852 5,380,469 Customer accounts 231,586 - - 1,216 95,679 328,481 Current assessment - 487,713 - - 487,713 Interest 4,681 - - 4,681 Interfund loan receivable 205,847 - - 205,847 Due from other governmental units 162,213 2,393,825 213,215 2,769,253 Restricted assets: Cash and cash equivalents 287,846 - 21,054 308,900 Special assessment receivable - 5,527,223 - 5,527,223 Advances to other funds 1,540,253 1,540,253 Real property held for resale - 7,370,000 7,370,000 Total Assets $ 20,875,567 $ 2,877,843 $ 7,028,629 $ 404,346 $ 8,473,366 $ 5,029,643 $ 44,689,394 LIABILITIES, DEFERRED INFLOWS AND FUND BALANCES: Liabilities: Accounts payable 635,223 1,268,717 4,123 66,913 296,572 2,271,547 Accrued wages & benefits 1,431,671 19,517 11,791 22,070 1,485,049 Unearned revenue 214,903 - 2,550 - 217,453 Interfund loan payable - - 205,847 - 205,847 Other liabilities 100,534 214,098 - 100,000 14,459 429,091 Advances from other funds - - 1,540,253 1,540,253 Total Liabilities 2,382,331 1,502,331 - 1,764,564 166,913 333,101 6,149,240 Deferred inflow of resources Unavailable revenue - special assessment - 5,986,605 - 5,986,605 Business taxes received in advance 604,437 - - 604,437 Unavailable revenue - property tax, other 392,250 - - 392,250 Total Deferred Inflow Of Resources 996,687 5,986,605 6,983,291 Fund balance (deficit): Nonspendable 1,544,022 7,370,000 - 8,914,022 Restricted - 287,846 1,042,024 2,643,855 3,973,726 Assigned for: Arterial street improvements 1,087,666 - - 1,087,666 Contingencies 5,421,471 - 5,421,471 Land & park acquisition - 1,302,180 1,302,180 Facilities & urban renewal - - 936,453 - 936,453 General government improvements 414,133 414,133 Residential street improvements - - - - 331,418 331,418 Riblic safety equipment 350,000 - - - - 350,000 Debt service - - 4,953 4,953 Unassigned 10,181,057 - - (1,360,218) - - 8,820,839 The notes to the financial statements are an integral part of this statement. 33 CITY OF TUKWILA, WASHINGTON RECONCILIATION OF THE GOVERNMENTAL FUNDS BALANCE SHEET TO THE STATEMENT OF NET POSITION DECEMBER 31, 2014 Total Governmental Funds Total governmental fund balances as reported on this statement $ 31,556,861 Capital assets used in governmental activities are not financial resources and therefore not reported in the funds. Non - depreciable assets Depreciable assets (net) Internal service fund assets 52,031,017 147,705,870 4,238,063 203,974,950 The City has an equity interest in two joint ventures. This equity interest for the provision of governmental services is not a current financial resource and therefore is not reported in the funds. 10,705,153 Revenue that was not collected witin the recognition period and therefore was not available to pay current liabilities: Unavailable revenue reported for property tax and other receivables Unavailable revenue reported for special assessment Some liabilities are not due and payable in the current period and therefore are not reported in the funds. Long term liabilities due within one year Long term liabilities due in more than one year Accrued interest payable Deferred outflow on refunding Internal service funds are used by management to charge the cost of certain activities, such as health insurance and fleet maintenance, to individual funds. The assets and liabilities of these internal service funds are included in governmental activities in the statement of net position. 392,250 5,986,605 6,378,855 (2,645,707) (37,403,206) (386,861) 457,487 (39,978,288) 7,426,866 Net Position Of Government Activities As Reported On The Statement Of Net Position $ 220,064,398 The notes to the financial statements are an integral part of this statement. 34 CITY OF TUKWILA, WASHINGTON STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS FOR THE YEAR ENDED DECEMBER 31, 2014 Local Metropolitan Other Total General Arterial Improvement Park Facilities Governmental Governmental Fund Street Distric #33 District Urban Renew al Funds Funds REVENUES: Taxes $ 42,219,026 $ 496,017 $ - $ 698,279 $ $ 1,028,462 $ 44,441,783 Licenses and permits 2,114,638 2,114,638 Intergovernmental 5,307,861 8,123,368 24,001 842,896 14,298,126 Charges for services 2,553,690 165,181 - 218,662 900,999 3,838,531 Fines and forfeitures 264,934 - 264,934 Investment earnings 130,859 3,653 338,950 1,216 4,541 479,219 Special assessments 701,723 - 701,723 Miscellaneous 144,678 139,494 1,352 12,781 56,089 354,395 Total Revenues 52,735,687 8,927,713 1,042,024 953,722 1,216 2,832,986 66,493,348 EXPENDITURES: Current: General government 7,146,957 247,365 110,851 7,505,173 Public safety 27,204,740 49,572 27,254,312 Physical environment 1,789,658 18,335 1,807,993 Transportation 2,605,602 3,214,999 - - 5,820,601 Cuture and recreation 3,808,476 - 709,100 163,075 4,680,651 Economic environment 3,662,211 - - 1,564,621 5,226,832 Debt service: Principal - 2,288,988 2,288,988 Interest 34,936 926,521 961,457 Capital outlay 407,400 8,282,737 - 3,728 1,457,047 10,150,912 Total Expenditures 46,625,044 11,497,736 - 747,765 247,365 6,579,011 65,696,921 Excess (deficiency) of revenues Over (Under) Expenditures 6,110,644 (2,570,023) 1,042,024 205,957 (246,149) (3,746,025) 796,428 OTHER FINANCING SOURCES (USES): Transfers in 1,000,000 2,850,000 - - 3,450,080 7,300,080 Transfer out (6,900,080) - (1,000,000) (7,900,080) Bond proceeds - 3,850,000 3,850,000 Total Other Financing Sources And Uses (5,900,080) 2,850,000 - 2,850,000 3,450,080 3,250,000 Net change before Special Item 210,564 279,977 1,042,024 205,957 2,603,851 (295,945) 4,046,428 Special Item- asset valuation (1,995,000) (1,995,000) Net change in fund balances 210,564 279,977 1,042,024 205,957 608,851 (295,945) 2,051,428 Fund balance (deficit)- beginning 17,285,986 1,095,535 (1,566,175) 1,902,602 4,992,487 23,710,435 Prior period adjustment 5,795,000 5,795,000 Fund balance (deficit)- beginning restated 17,285,986 1,095,535 (1,566,175) 7,697,602 4,992,487 29,505,435 Fund Balance (Deficit) - Ending $ 17,496,550 $ 1,375,512 $ 1,042,024 $ (1,360,218) $ 8,306,453 $ 4,696,541 $ 31,556,863 The notes to the financial statements are an integral part of this statement. 35 CITY OF TUKWILA, WASHINGTON RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENT FUNDS TO THE STATEMENT OF ACTIVITIES FOR THE YEAR ENDED DECEMBER 31, 2014 Net change in fund balances per the Statement of Revenues, Expenditures, and Changes in Fund Balances Amount reported as change in net position in the Statement of Activities are different because: 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. In the current period, these amounts are: Capital Outlay Depreciation Expense (excludes internal service fund depreciation which is reflected in internal service fund change in net position listed below) Excess of Capital Outlay Over Depreciation Expense The net effect of various miscellaneous transactions involving capital assets (i.e., sales, trade -ins, and donations) is to decrease net position. Contributed capital assets Net book value of disposed assets 10,150,912 (8,054,137) $ 2,051,428 2,096,775 311,530 (140,821) 170,709 The net pension obligation is not a financial use and therefore not reported in the funds. (808,796) The City has equity interests in two joint ventures. The equity interests for the provision of governmental 277,261 services are not current financial resources and therefore are not reported in the funds. Repayment of long -term debt is reported as an expenditure in governmental funds, but the repayment reduces long -term liabilities in the Statement of Net Position. In the current year, these amounts consist of: Bond principal retirement 2,288,988 Amortization expense 121,525 2,410,513 Bond proceeds provide current financial resources to governmental funds, but issuing debt increases long -term liabilities in the statement of net position. General Obligation Bonds issued Internal service funds are used by management to charge the costs of certain activities to individual funds. The change in net position of internal service funds is reported with governmental activities. (3,850,000) (2,383,081) Because some revenues will not be collected for several months after the City's fiscal year ends, they are not considered "available" revenues in the government funds. Decreases this year are for: Miscellaneous receivables (97,027) Property taxes (93,609) Special Assessment (700,940) (891,576) Some expenses reported in the Statement of Activities do not require the use of current financial resources and therefore are not reported as expenditures in governmental funds. These activities consist of: Increase in accrued interest Amortization of deferred charge on bond refunding Increase in compensated absences Increase in unfunded other post employment benefits Decrease in inventory Total additional expense (increase) decrease (333,161) (66,613) (402,194) (780,192) (194,845) (1,777,005) Change In Net Position On The Statement Of Activities $ (2,703,772) The notes to the financial statements are an integral part of this statement. 36 CITY OF TUKWILA, WASHINGTON STATEMENT OF NET POSITION PROPRIETARY FUNDS DECEMBER 31, 2014 Governmental Foster Surface Total Activities Water Sewer Golf Water Enterprise Internal Utility Utility Course Utility Funds Service Funds Current assets: Cash and cash equivalents $ 3,445,416 $ 4,572,392 $ 760,375 $ 1,642,149 $ 10,420,332 $ 4,997,868 Investments 2,098,901 - - 2,098,901 4,961,411 Receivables Taxes - - 97 97 Customer accounts 452,715 834,076 4,382 277,802 1,568,975 3,858 Interest on investments - - - 44,255 Due from other governmental units 1,855 561,117 562,972 Inventory of materials and supplies 57,821 57,821 14,971 Current assets restricted Cash and cash equivalents 23,250 - 60,431 83,681 Total Current Assets 6,022,137 5,406,468 883,105 2,481,068 14,792,778 10,022,362 Noncurrent assets: Restricted cash, cash equivalents 266,713 126,834 36,897 430,444 Notes receivable - 338,621 338,621 Capital assets Land 87,347 69,525 1,609,575 579,783 2,346,230 Building 1,416,567 3,364,962 6,627,496 1,875,395 13,284,419 Other improvements 19,851,205 14,586,442 3,559,992 42,055,778 80,053,417 Machinery and equipment 820,244 1,242,767 209,806 49,776 2,322,594 13,799,027 Less: accumulated depreciation (10,025,265) (7,511,407) (4,789,340) (13,844,603) (36,170,615) (9,560,964) Contruction in progress 1,233,751 188,561 2,777,960 4,200,272 Total capital assets (net of 13,383,849 11,940,849 7,217,530 33,494,089 66,036,317 4,238,063 accumulated depreciation) Total Noncurrent Assets 13,650,562 12,406,304 7,217,530 33,530,986 66,805,382 4,238,063 Total Assets 19,672,699 17,812,772 8,100,635 36,012,054 81,598,160 14,260,425 LIABILITIES: Current Liabilities Account payable Accrued w ages and benefits Accrued interest payable Unearned revenue Other current liabilities Due to other governments Compensated absences Revenue bond payable Total Current Liabilities 9,407 370,133 8,653 269,858 658,051 30,992 27,408 16,207 29,072 36,951 109,638 18,754 39,635 21,145 16,062 76,842 7,501 4 7,107 14,612 58,353 12,335 55,496 100 126,284 2,545,750 95,080 205,488 270,953 571,520 2,634 10,251 3,344 16,229 412,700 89,900 17,400 520,000 650,082 717,843 103,476 621,775 2,093,177 2,595,496 Noncurrent liabilities: Revenue bonds payable 545,324 1,298,953 251,410 2,095,687 Compensated absences 102,983 37,715 65,088 84,427 290,212 Due to other governments 812,355 1,955,209 2,403,783 5,171,347 Total Noncurrent Liabilities 1,460,662 3,291,877 65,088 2,739,620 7,557,246 Total Liabilities 2,110,744 4,009,720 168,564 3,361,395 9,650,423 2,595,496 NET POSITION: Net investment in capital assets 11,518,390 8,391,299 7,217,531 30,550,544 57,677,764 4,238,064 Restricted for: Debt service 266,713 126,834 36,897 430,444 Unrestricted 5,776,851 5,284,919 714,540 2,063,218 13,839,529 7,426,866 Total Net Position $ 17,561,955 $ 13,803,052 $ 7,932,071 $ 32,650,659 $ 71,947,737 $ 11,664,929 The notes to the financial statements are an integral part of this statement. 37 $ 17,561,954 $ 13,803,052 $ 7,932,071 $ 32,650,659 $ 71,947,737 $ 11,664,929 STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION PROPRIETARY FUNDS FOR THE YEAR ENDED DECEMBER 31, 2014 Water Utility Sew er Utility Foster Golf Course Surface Water Utility Total Enterprise Funds Governmental Activities Internal Service Funds OPERATING REVENUES: Charges for services Other operating revenue Total Operating Revenues OPERATING EXPENSES: Operating & maintenance Administrative and general Taxes Depreciation and amortization Total Operating Expenses Operating Income (Loss) NON - OPERATING REVENUE (EXPENSE): Investment earnings Interest expense Gain (loss) on disposal of capital assets Amortization of bond premium (discount) Total Non- Operating Revenue (Expense) Income (Loss) Before Contributions & Transfers Capital contributions Transfers in Change in Net Position Total net position - beginning Change in accounting principle Prior period adjustment Total net position - beginning restated $ 5,970,803 $ 8,290,309 $ 1,304,050 $ 4,225,742 $ 19,790,904 $ 7,265,731 6,158 101,998 330 108,485 62,488 5,976,961 8,290,309 1,406,048 4,226,072 19,899,389 7,328,220 3,515,054 5,116,454 676,681 514,531 868,091 952,130 533,999 416,303 5,593,825 6,999,417 383,135 1,290,892 25,055 21,055 (83,239) (85,451) (4,435) 7,982 1,825 (54,636) (62,571) 328,499 1,228,321 122,740 261,745 1,387,230 197,486 63,051 298,023 1,945,789 (539,742) 451,239 1,490,066 17, 360, 896 12, 763, 306 (250,180) (51,826) (398,495) 17,110, 716 12, 312, 986 1,067,897 841,286 474,211 892,873 3,276,268 949,804 392 22,102 (34,801) (79,860) 353 392 (92,206) 857,598 (539,350) 600,000 60,650 8,077,576 (206,154) 7,871,421 1,163,795 11,086,634 2,229,984 2,357,484 2,141,198 17,815,300 2,084,089 2,021,393 31,148,798 (48,379) (471,152) 30,629,266 68,605 (203,491) (84,296) 10,161 (209,021) 1,875,068 1,548,280 600,000 4,023,348 69,350,576 (556,539) (869,647) 67,924,389 8,749,661 384,336 778,985 9,912,982 (2,584,762) 165,519 36,162 201,681 (2,383,081) (2,383,081) 14,048,010 14,048,010 Total Net Position - ending The notes to the financial statements are an integral part of this statement. 38 CITY OF TUKWILA, WASHINGTON STATEMENT OF CASH FLOWS PROPRIETARY FUNDS FOR THE FISCAL YEAR ENDED DECEMBER 31, 2014 Page 1 of 2 Government Foster Surface Total Activities Water Sewer Golf Water Enterprise Internal Utility Utility Course Utility Funds Service Funds CASH FLOWS FROM OPERATING ACTIVITIES: Cash received from customers Cash paid to supplier Cash paid for taxes Cash paid to or on behalf of employees Other cash received (paid) Net Cash Provided (Used) By Operating Activities $ 5,952,098 $ 8,170,181 $ 1,408,682 $ 4,190,961 $ 19,721,921 $ 7,324,362 (3,367,247) (4,879,505) (658,944) (1,212,513) (10,118,209) (520,862) (868,091) (952,130) (63,051) (474,211) (2,357,484) - (784,722) (435,168) (954,919) (987,560) (3,162,369) (7,977,034) 6,158 (513) 330 5,975 - 938,196 1,903,379 (268,745) 1,517,006 4,089,835 (1,173,534) CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES: Transfers in 600,000 600,000 Net Cash Provided (Used) By Non - Capital Financing Activities 600,000 600,000 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES: Purchase of capital assets (1,007,127) (126,122) (47,967) (2,807,531) (3,988,747) (584,097) Contributed capital 61,620 261,745 - - 323,365 - Debt proceeds - 248,516 - - 248,516 - Capital grants 59,264 - - 650,066 709,330 - Principalpaymentondebt (486,480) (289,487) - (287,753) (1,063,719) - Interestpaymentondebt (68,501) (74,933) - (27,137) (170,570) - Proceeds from sale of equipment - - - 36,162 Other (3,197) (0) 0 0 (3,197) - Net Cash Provided (used) for Capital And Related Financing Acivities (1,444,421) 19,718 (47,967) (2,472,354) (3,945,023) (547,934) CASH FLOW FROM INVESTING ACTIVITIES: Purchase of investments Interest received Net Cash Provided (Used) In Investing Activities Net increase (decrease) in cash and Cash equivalents Cash and cash equivalents- beginning of year Cash And Cash Equivalents- end of year Cash at end of year consists of: Cash and cash equivalents Restricted cash - customer deposits Restricted cash -bond payments Total Cash and cash equivalents (20,625) - - (20,625) 25,055 21,055 392 22,102 68,605 169,880 4,430 21,055 392 22,102 47,980 289,880 (501,795) 1,944,152 283,679 (933,246) 792,791 (1,431,589) 4,237,174 2,755,073 537,126 2,612,292 10,141,665 6,429,460 $ 3,735,380 $ 4,699,225 $ 820,805 $ 1,679,046 $ 10,934,457 $ 4,997,871 3,445,416 4,572,392 760,375 1,642,149 10,420,332 $ 4,997,868 23,250 - 60,431 83,681 266,713 126,834 - 36,897 430,444 $ 3,735,380 $ 4,699,225 $ 820,805 $ 1,679,046 $ 10, 934, 457 $ 4,997,868 The notes to the financial statements are an integral part of this statement. 39 Net Cash Provided (Used) By Operating Activities $ 938,196 $ 1,903,379 $ (268,745) $ 1,517,006 $ 4,089,835 $(1,173,536) CITY OF TUKWILA, WASHINGTON STATEMENT OF CASH FLOWS PROPRIETARY FUNDS FOR THE FISCAL YEAR ENDED DECEMBER 31, 2014 Page 2 of 2 Government Foster Surface Total Activities Water Sewer Golf Water Enterprise Internal Utility Utility Course Utility Funds Service Funds RECONCILIATION OF NET OPERATING INCOME TO NET CASH PROVIDED BY OPERATING ACTIVITIES Operating Income (Loss) $ 383,135 $ 1,290,892 $ (539,742) $ 949,804 $ 2,084,089 $(2,584,762) Adjustments to reconcile operating income to net cash Provided (used) by operating activities: Depreciation 533,999 416,303 298,023 892,873 2,141,198 778,985 Asset (increase) decrease: Accounts receivable (21,340) (120,128) 523 (34,781) (175,726) (3,858) Inventoryand other - 0 (16,814) (0) (16,814) (1,635) Liability increases (decreases): Accounts payable (399) 319,144 2,495 (266,457) 54,783 Other liabilities 39,238 4,719 1,598 (19,730) 25,825 Wages & benefits payable 3,562 (7,552) (14,829) (4,703) (23,522) Total Adjustments 555,060 612,487 270,997 567,202 2,005,746 637,847 (114) 1,411,225 SCHEDULE OF NONCASH INVESTING, CAPITAL AND FINANCING ACTIVITIES Increase (decrease) in fair value of investment $ - $ $ - $ $ $ 11,131 Amortization of bond premium 7,982 1,825 - 353 10,161 Total Non Cash investing, Capital and Financing Activities $ 7,982 $ 1,825 $ $ 353 $ 10,161 $ 11,131 The notes to the financial statements are an integral part of this statement. 40 CITY OF TUKWILA, WASHINGTON STATEMENT OF FIDUCIARY NET POSITON FIDUCIARY FUND DECEMBER 31, 2014 Firemen's Pension Agency Trust Fund Fund ASSETS: Cash and cash equivalents $ 1,413,026 $ 161,249 Receivable Customer accounts - 5,184 Total Assets 1,413,026 166,433 LIABILITIES: Accounts and other payables Total Liabilities 166,433 166,433 NET POSITION: 1,413,026 Held In Trust For Pension Benefits And Other Purposes $ 1,413,026 $ The notes to the financial statements are an integral part of this statement. 41 CITY OF TUKWILA, WASHINGTON STATEMENT OF CHANGES IN FIDUCIARY NET POSITION FIDUCIARY FUND FOR THE YEAR ENDED DECEMBER 31, 2014 Firemen's Pension Trust Fund ADDITIONS: Other contributions: Intergovernmental revenue $ 64,114 Investment earnings 1,805 Total Additions 65,919 DEDUCTIONS: Benefit payments $ 61,863 Total Deductions 61,863 Change In Net Position 4,056 Net position - beginning 1,408,970 Net Position - ending $ 1,413,026 The notes to the financial statements are an integral part of this statement. 42 NOTES TO THE FINANCIAL STATEMENTS For the Year Ended December 31, 2014 NOTE 1 — SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Tukwila was incorporated on June 23, 1908, and operates under the laws of the State of Washington applicable to a non - charter optional code city with a Mayor /Council form of government. Tukwila is served by a Mayor and seven councilmembers, all elected at large to four -year terms. The City provides what are considered general government services including public safety, streets, parks, planning and zoning, permits and inspection, general administrative, water services, sanitary sewer collection, and storm drainage. The accounting and reporting policies of the City of Tukwila conform to generally accepted accounting principles as applied to governmental units. The Governmental Accounting Standards Board (GASB) is the accepted standard setting body for establishing governmental accounting and financial reporting principles. The City's significant accounting policies are described in this note. A. The Reporting Entity As required by generally accepted accounting principles, the financial statements present the City and its component unit, an entity for which the government is considered to be financially accountable. The component unit discussed below is included in the reporting entity because of the significance of its operational or financial relationship with the City. See Note 8, Joint Ventures, for a discussion of Valley Communications Center, which is a joint public safety dispatching authority for five member cities, and South Correctional Entity (SCORE), which is a governmental administrative agency. Also, see Note 14, Risk Management, for a discussion of the Washington Cities Insurance Authority. The City of Tukwila is a party to the following interlocal agreements (not all inclusive): • Cascade Water Alliance • Valley Cities — SCORE Jail • Valley Communications Center • Valley Narcotics Enforcement Team • Valley Special Weapons and Tactics Team • Valley Civil Disturbance Unit • Metropolitan Park District • Regional Animal Services of King County • King County Water Resource Inventory Area 9 • City of SeaTac Probation Services • King County Reclaimed Water • Community Connectivity Consortium The organizations above are separate entities in the State of Washington, whereby the City may enter into these agreements pursuant to, and as authorized by, the Interlocal Cooperation Act under RCW 39.34. The City of Tukwila is not financially accountable to these organizations, none of the organizations have an ongoing financial interest in the City, and the City is not financially dependent upon these organizations. 43 Blended Component Unit The Tukwila Metropolitan Park District (District) was formed on August 16, 2011. The City Council of the City of Tukwila is authorized pursuant to RCW 35.61.050 to serve in an ex- officio capacity as the Board of Metropolitan Park Commissioners. Through this shared governance, it is a component unit of the City. The Metropolitan Park District provides a benefit to the residents of Tukwila, serving the community as a multigenerational facility that provides health and recreation benefits to all ages. Component units are legally separate entities but so closely related to the City through shared governance that their exclusion would cause the City's financials to be misleading or incomplete. The District is a component unit of the City of Tukwila, which operates pool programs within the City and the District. When the District was formed in 2011, it was reported on the City's financial statements as a discretely presented component unit and was shown as a separate column in the govern -wide financial statements. However, with the implementation of GASB Statement No. 61, The Financial Reporting Entity: Omnibus, in 2013, the District is now reported as blended and is shown as a major fund in the Basic Financial Statements section. The component unit's fund is blended into those of the City by appropriate activity type to compose the primary government presentation. Requests for the District's separately issued financial statements may be addressed to the Finance Director, City of Tukwila, 6200 Southcenter Blvd., Tukwila, WA 98188 -2544. B. Basis of Presentation The City's basic financial statements consist of government -wide statements, including a statement of net position and a statement of activities, and fund financial statements which provide a more detailed level of financial information. Government -wide Financial Statements The statement of net position and the statement of activities display information about the City and its component unit. These statements include the financial activities of the government, except for fiduciary funds. The activity of the internal service funds is eliminated to avoid "doubling up" revenues and expenses. The statements distinguish between governmental activities and business -type activities. The statement of net position presents the financial condition of the governmental and business -type activities of the City at year -end. The statement of activities presents a comparison between direct expenses and program activity of the City. Direct expenses are those specifically associated with a service, program or department and therefore clearly identifiable to a particular function. Indirect costs are included in the program expense reported for individual functions and activities. The statement of activities reports the expenses of a given function offset by program revenues directly connected with the functional program. A function is an assembly of similar activities and may include portions of a fund or summarize more than one fund to capture the expenses and program revenues associated with a distinct functional activity. Program revenues include charges paid by the recipient of the goods or services offered by the program, grants and contributions that are restricted to meeting the operational or capital requirements of a particular program and interest earned on grants that is required to be used to support a particular program. For identifying to which function program revenue pertains, the determining factor for charges for services is which function generates the revenue. For grants and contributions, the determining factor is to which functions the revenues are restricted. Revenues which are not classified as program revenues are presented as general revenues of the City, and certain limited exceptions. The comparison of direct expenses with program revenues identifies the extent to which each business segment or governmental function is self- financing or draws from the general revenues of the City. 44 Fund Financial Statements During the year, the City segregates transactions related to certain City functions or activities in separate funds in order to aid financial management and to demonstrate legal compliance. Fund financial statements are designed to present financial information of the City at this more detailed level. The focus of governmental and enterprise fund financial statements is on major funds. Each major fund is presented in a separate column. Non -major funds are aggregated and presented in a single column. Internal service funds are combined and the totals are presented in a single column on the face of the proprietary fund statements. Fiduciary funds are reported by type. While fiduciary funds are excluded from the government -wide statements, they are included in the fund financial statements. C. Fund Accounting The accounts of the City are organized on the basis of funds; each of which is considered a separate accounting entity. Each fund is accounted for with a separate set of self - balancing accounts that are comprised of assets, deferred outflow of resources, liabilities, deferred inflow of resources, fund equity, revenues and expenditures or expenses, as appropriate. The City's resources are allocated to - and accounted for - in individual funds according to the purpose for which they are spent and how they are controlled. There are three categories of funds: governmental, proprietary and fiduciary. Governmental Funds All governmental funds are accounted for on a "flow of current financial resources" measurement focus. This means only current assets and current liabilities are generally included on their balance sheets. Their reported fund balance (net current assets) is considered a measure of "available spendable resources." Governmental fund operating statements focus on measuring changes in current financial position, rather than net income; they present increases (revenues and other financing sources) and decreases (expenditures and other financing uses) in net current assets. The following are the City's major governmental funds: • The general fund accounts for all of the City's financial resources except those required by statute or generally accepted accounting principles to be accounted for in another fund. As is the case with most municipalities, the general fund is the largest and most important accounting entity of the City. As noted in the statements that follow, the general fund receives the bulk of its revenues from local taxes, followed by State shared revenues, service charges, and other income. • The Arterial Street Fund was established in accordance with RCW 82.36.020 for the administration of the State - levied motor vehicle half -cent gasoline tax distributed to Tukwila and is used primarily to account for capital arterial street projects. In addition to the State - levied motor vehicle gasoline tax, other revenue includes state and federal grants, impact fees, and transfers in from the general fund. • The Local Improvement District (LID) #33 accounts for assessments related to the LID and provides payment to the Fiscal Agent for principal and interest on bonds issued in November 2013. • The Metropolitan Park District is a blended component unit of the City of Tukwila, which operates pool programs within the City and the District. Revenue includes property tax levy and user fees. • The Facilities Fund was established in 1988 for the replacement of existing general government facilities, including property owned by the City that will be utilized for redevelopment or renewal purposes. The other governmental funds of the City, account for the proceeds of specific revenue sources that are segregated to ensure that expenditures are made exclusively for qualified purposes. 45 Proprietary and Internal Service Funds Proprietary and internal service funds are accounted for on a "flow of economic resources" measurement focus. This means all assets and all liabilities (whether current or noncurrent) associated with their activity are included on their balance sheets. Proprietary fund operating statements present increases (revenues and gains) and decreases (expenses and losses) in net total assets. Proprietary funds measurement focus is based upon determination of net income, financial position, and cash flows. Proprietary and internal service funds distinguish operating revenues and expenses from non - operating 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 City's enterprise and internal service funds are charges to the City's customers for sales and services. Operating expenses for the enterprise funds and internal service 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 non - operating revenues and expenses. As described further below, there are two fund types in this category - enterprise and internal service. Restricted assets shown in the government -wide financial statements and the proprietary funds balance sheet include monies reserved for payment of revenue bond debt, and deposits held for utility and golf course customer accounts. When both restricted and unrestricted resources are available for use, it is the City's policy to use restricted resources first, then unrestricted resources as they are needed. The City's enterprise funds account for utility and golf course operations, which are self - supported through user charges. The utilities are financed and operated like a private business enterprise, which requires periodic determination of revenues earned, expenses incurred, and net income for capital maintenance, public policy, management control and accountability. The City's major enterprise funds are as follows: • Water Utility Fund accounts for operations and capital improvements to provide water services to the City. • Sewer Utility Fund accounts for operations and capital improvements to provide sanitary sewer services to the City. • Foster Golf Course Fund is used to account for the operation, maintenance, and improvements of the municipal golf course facility. • Surface Water Utility Fund accounts for the operations and capital improvements for the City's storm drainage and surface water management function. The City has three internal service funds. The Equipment Rental Fund is used to account for the costs of maintaining and replacing all City vehicles and auxiliary equipment. All equipment costs, including depreciation, are factors in calculating the rates charged to each user department. The Insurance and Insurance — LEOFF I Funds are used to account for the costs of the City's self- insured medical plan for active employees and retired LEOFF I employees respectively. Medical and dental costs for covered employees are charged to the respective user departments. All premiums, medical and dental costs and ancillary charges are included. Fiduciary Funds Fiduciary funds account for assets held by the City in a trustee capacity or as an agent for individuals, private organizations, other governments, and other funds. The City has two fiduciary funds, Firemen's Pension Trust Fund and Agency Fund. The Firemen's Pension Trust Fund is accounted for in essentially the same manner as proprietary funds. The agency fund is custodial in nature (assets equal liabilities) and does not involve a measurement of results of operations. Fiduciary funds are excluded from the government -wide financial statements. 46 D. Measurement Focus Government -wide Financial Statements The government -wide financial statements are prepared using the economic resources measurement focus. All assets, deferred outflow of resources, liabilities, and deferred inflow of resources associated with the operation of the City are included on the Statement of Net Position. Fund Financial Statements All governmental funds are accounted for using a flow of current financial resources measurement focus. With this measurement focus, only current assets, current liabilities, and deferred inflow of resources generally are included on the balance sheet. The statement of revenues, expenditures and changes in fund balances reports on the sources (i.e., revenues and other financing sources) and uses (i.e., expenditures and other financing uses) of current financial resources. This approach differs from the manner in which the government activities of the government -wide financial statements are prepared. Governmental fund financial statements therefore include a reconciliation with brief explanations to better identify the relationship between the government -wide statements and statements for governmental funds. Like the government -wide statements, all proprietary and internal service fund types are accounted for on a flow of economic resources measurement focus. All assets and all liabilities associated with the operation of these funds are included on the statement of net position. The statement of changes in fund net position presents increases (i.e., revenues) and decreases (i.e., expenses) in net total position. The statement of cash flows provides information about how the City finances and meets the cash flow needs of its proprietary activities. Fiduciary funds are reported using the economic resources measurement focus. E. Basis of Accounting Basis of accounting refers to the recognition of revenues and expenditures or expenses in the accounts and reporting them in the financial statements. Government -wide financial statements are prepared using the accrual basis of accounting. Governmental funds use the modified accrual basis of accounting. Proprietary and fiduciary funds use the accrual basis of accounting. Revenues — Exchange and Non - exchange Transactions Revenue resulting from exchange transactions, in which each party gives and receives essentially equal value, is recorded on the accrual basis when the exchange takes place. The modified accrual basis of accounting is followed in all governmental funds of the City. Under the modified accrual basis of accounting, revenues are recorded when susceptible to accrual, i.e., both measurable and available. "Measurable" means the amount of the transaction can be determined and "available" means collectible within the current period or soon enough thereafter to pay current liabilities. For the City, available means expected to be received within sixty (60) days of year -end. The primary accrued revenues that meet these criteria are sales and utility taxes. Non - exchange transactions, in which the City receives value without directly giving equal value in return, include property taxes, sales and use taxes, admission taxes, gambling taxes, utility taxes, hotel /motel taxes, grants, entitlements, and donations. These revenues are on an accrual basis. On the accrual basis, the revenue is recognized in the period in which the income is earned. Revenue from property taxes is recognized in the fiscal year for which the taxes are levied. (See Note 4 on receivables). 47 Other Revenue Sources Revenue sources which are not considered to meet the measurable and available criteria for revenue recognition include licenses and permits, fines and forfeitures, and other miscellaneous revenues since they are generally not measurable until received. Under the modified accrual basis, expenditures are recorded when the fund liability is incurred, except for principal and interest on general long -term debt and vacation and sick pay which are recorded when paid. As a general rule the effect of interfund activity has been eliminated from the government -wide financial statements via the process of consolidation. Internal service fund and similar internal activity has been eliminated from the government -wide statement of activities so expenses are not reported twice. Exceptions to this general rule are payments for interfund services provided and used, such as between the City's water, sewer, and surface water functions and various other functions of the City, which are not eliminated in the process of consolidation. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. Amounts reported on the government -wide statements as program revenues include, charges to customers or applicants for goods, operating grants and contributions, and capital grants and contributions. General revenues include all taxes. The accrual basis of accounting is followed in all proprietary funds. Under the accrual basis of accounting, revenues are recognized when earned and expenses are recorded when incurred. All assets and liabilities are recorded in the fund. F. Budgets and Budgetary Accounting The City of Tukwila budgets its funds in accordance with the Revised Code of Washington 35A.33. In compliance with the code, biennial budgets are adopted for the general fund and special revenue funds. For governmental funds, there are no substantial differences between the budgetary basis and generally accepted accounting principles. Budgetary accounts are integrated in fund ledgers for all budgeted funds, but the financial statements include budgetary comparisons for biennially budgeted governmental funds only. Budgets established for proprietary and fiduciary funds are "management budgets" and are not legally required to be reported and, as such, are not reported in the CAFR. The biennial appropriated budgets are adopted at the fund level and the budgets constitute the legal authority for expenditures at that level. Subsidiary revenue and expenditure records are used to compare the budgeted amounts with actual revenues and expenditures. As a management control device, the subsidiary ledgers monitor expenditures for individual functions and activities by object class. Any unexpended appropriation balances lapse at the end of the biennium. The City of Tukwila's budget procedures are mandated by RCW 35A.33. The steps in the budget process are as follows: 1) Prior to November 1 on even numbered years, the Mayor submits a proposed budget to the City Council. This budget is based on priorities established by the Council and estimates provided by the City departments during the preceding months, and balanced with revenue estimates made by the Mayor. 2) The City Council conducts public hearings on the proposed budget in November. Public hearings are also held in December, if necessary. 3) The Council makes its adjustments to the proposed budget and adopts by ordinance a final balanced budget no later than December 31. 4) The final operating budget as adopted is published and distributed within the first month of the following year. Copies of the budget are made available to the public. 48 The City Council must approve, by ordinance, any amendments that increase the total for the fund. Budget amounts presented in the basic financial statements include both the original amounts and the final amended budget as approved by the City Council. Expenditure Categories General Government Includes administration, finance, municipal court, attorney, and city clerk activities. Public Safety Includes all police and fire activities. Physical Environment Includes expenditures for the public works activities not chargeable to the enterprise funds. Transportation Includes all street and arterial street maintenance and construction. Economic Development Reflects the planning and building inspection activities. Culture and Recreation Includes the parks and recreation activities. G. Assets, Liabilities, and Fund Equity Cash and Cash Equivalents All cash and cash equivalents, restricted and unrestricted, consists of cash balances in the checking account, money market account, imprest funds, and the State Treasurer's Local Government Investment Pool. All funds in the care of other institutions are considered investments. Cash equivalents are short -term, highly liquid investments that are readily convertible to known amounts of cash. Investments Investments are held separately by each fund with interest earned directly for the benefit of each fund. Investments are reported in the financial statements at fair value, cost or amortized cost, depending on the type and maturity length of each investment as required by GASB Statement 31. Washington State statutes provide for the City to hold investments consisting of obligations of the Federal Government, repurchase agreements, prime banker's acceptances, and time certificates of deposit. Additional deposit and investment information is presented in Note 3. Notes Receivable Notes receivable in the enterprise funds consists of sewer connection fees due from customers to the utility. In the governmental funds, it consists of the current portion of the special assessment receivable. Amounts Due to and From Other Funds and Governments, Interfund Loans and Advances Receivable Activity between funds that is representative of lending /borrowing arrangements outstanding at the end of the fiscal year are referred to as either "interfund loans receivable /payable" or "advances to /from other funds." Any residual balances outstanding between the governmental activities and business -type activities are reported in the government -wide financial statements as "internal balances." As of December 31, 2014, there are no residual balances outstanding between the governmental activities and business -type activities. The non - current portion of interfund loans and advances between funds, as reported in the fund financial statements, are offset by a fund balance unspendable account in applicable governmental funds to indicate they 49 are not available for appropriation and are not expendable available financial resources. See Note 5 on interfund transactions. Special Assessments Special assessments are amounts levied against benefited properties to recover costs associated with the construction of Local Improvement District (LID) projects. A lien is recorded against benefited properties until the assessment has been paid. Special assessments receivable represent all outstanding assessment amounts including current assessments billed but not collected, delinquent assessments unpaid at year -end, and special assessment amounts due in future years, which are recorded in a deferred inflow of resources account in the fund financial statements. Since special assessments are secured by liens against related properties, no allowance for uncollectible amounts is made. Inventories Inventory is defined as items purchased for resale to external customers or other City departments, or supplies and small tools used in normal operations that are considered material in amount. The inventory amount on this year's financial statements reflect only those items that will be resold. The inventory is valued at average cost using the consumption method and there is a physical inventory count taken annually at year -end. Governmental funds use the purchase method whereby inventory items are considered expenditures when purchased. Real Property Held for Resale Governmental funds do not report property, plant, and equipment because such assets normally are used in operations, and therefore will never be available for spending (they are not financial assets). However, specific items of property occasionally are acquired with the intent of sale. Examples include foreclosure properties, redevelopment properties, and donated assets held for resale rather than retained for use in operations. Governments often acquire redevelopment properties to attract private- sector investment in an economically depressed area and are willing to sell the property at a price that may be far less that the government's cost to acquire and improve the property. Since assets held for sale can never be reported at an amount higher than their net realizable value, any cost in excess of net realizable value must be excluded from the property value reported in the financial statements. The City acquired redevelopment properties in its urban renewal area along Tukwila International Boulevard. Acquisition of the Tukwila Village property began in 1999 and an agreement to develop the property was secured in 2012. Three crime - ridden motels were acquired in 2014 with the intent to demolish the structures and sell the vacant land for redevelopment. All redevelopment properties are reported at net realizable value in the financial statements. Deferred Outflows /Inflows of Resources Deferred outflow of resources is a consumption of net position by the government that is applicable to a future reporting period. Deferred inflow of resources is acquisition of net position by the government that is applicable to a future reporting period. Capital Assets and Depreciation The accounting and reporting treatment applied to the capital assets associated with a fund are determined by its measurement focus. Capital assets acquired in governmental funds are accounted for as expenditures in the fund when the asset is purchased. These assets are reported in the governmental activities column of the government- 50 wide statement of net position but are not reported in the fund financial statements. Capital assets utilized by the proprietary funds are reported both in the business -type activities column of the government -wide statement of net position and in the respective funds. All capital assets are capitalized at cost (or estimated historical cost) and updated for additions and retirements during the year. Donated assets are valued at estimated fair market value at time of acquisition. Where historical cost is not known, assets are recorded at estimated historical costs. The City maintains a capitalization threshold of five thousand dollars. The City's infrastructure consists of roads, bridges, storm sewers, water and sewer distribution and collection systems. Improvements are capitalized; the costs of normal maintenance and repairs that do not add to the value of the asset or materially extend an asset's life are not. Depreciation is computed using the straight line method over estimated service lives, as follows: Asset Estimated Service Life Buildings 25 to 50 years Non - Building Improvements 25 to 50 years Machinery and Equipment 2 to 50 years Intangibles 2 to 50 years Infrastructure 25 to 50 years See Note 7 for additional information on capital assets. Other Liabilities Other liabilities include retainage, deposits and the incurred - but - not - reported (IBNR) claims and claim reserve for the self- insured healthcare funds. The Self Insurance fund includes an IBNR liability of $1,018,300 determined using actuarial methods. This liability is multiplied by a factor of 2.5 to meet the City's financial goal of maintaining reserves at 1 x IBNR for claim fluctuations plus 1.5 x IBNR for the IBNR liability of $2,545,750. Compensated Absences City policy and labor contracts with City of Tukwila employees call for the accumulation of vacation and sick leave. At termination of employment, employees with the required length of service may receive cash payments for all accumulated vacation leave to a maximum of 384 hours. Sick leave termination benefits are based on a percentage of accumulated sick leave up to a maximum of 180 hours. The payment is based on current wages at termination. The entire compensated absence liability, which includes salary and wages as well as related taxes, is reported on the government -wide financial statements. In the enterprise funds, the entire amount of compensated absences is reported as a fund liability. This reporting format is in compliance with GASB Statement No. 16. The current portion reported on the schedule of long -term liabilities is calculated using the last -in- first -out (LIFO) approach. Anticipated subsequent yearly usage is used to determine the current portion of the liability. There is no current portion to report when the anticipated leave usage is less than the anticipated leave to be accrued during the next year. Long -Term Obligations In the government -wide financial statements, and proprietary fund types in the fund financial statements, long -term debt and other long -term obligations are reported as liabilities in the applicable governmental activities, business - type activities, or proprietary fund type statement of net position. Bond premiums and discounts are amortized over the life of the bonds using the straight line method. Bonds payable are reported net of the applicable bond premium 51 or discount. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as expenses. In the fund financial statements, governmental fund types recognize bond premiums and discounts during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. Long -term debt outstanding at year -end is outlined in Note 11. Fund Balance /Net Position A fund balance represents the difference between the current assets and current liabilities. The City restricts those portions of fund balance which are legally segregated for a specific future use or which do not represent available, spendable resources and therefore are not available for general appropriation or expenditure. Net position represents the difference between assets plus deferred outflow of resources and liabilities plus deferred inflow of resources. Net position invested in capital assets, net of related debt, consists of capital assets, net of accumulated depreciation, reduced by the outstanding balances of any borrowing used (i.e., the amount that the City has spent) for the acquisition, construction or improvement of those assets. Net position is reported as restricted when there are limitations imposed on their use either through the enabling legislation adopted by the City or through external restrictions imposed by creditors, grantors or laws or regulations of other governments. The remaining balance is reported as unrestricted. In 2012, the City revised the Reserve Policy which addresses the various types of the City's operating and restricted use funds. The objectives of this Policy are to establish, attain, and restore minimum fund balances, including self - insurance health care reserve funds, and specified review and reporting of fund balances. At the close of each fiscal year, the General Fund balance and the Reserve Fund balance shall each equal or exceed 10% of the previous year General Fund revenue, exclusive of significant non - operating, non - recurring revenues such as real estate sales or transfers in from other funds. Enterprise funds, at the close of each fiscal year, the unrestricted fund balance shall equal or exceed 20% of the previous year revenue, exclusive of non - operating, non - recurring revenues such as real estate sales, transfers in from other funds or debt proceeds. The City shall maintain a reserve balance in each of its self- insured health care funds an amount equal to 2.5 times or 250 %, of the actuarially determined IBNR reserve. The contingency reserve balance will be combined with the IBNR reserve balance and recorded as one liability in each of the self- insured health care plan funds. Fund Balance Components The fund balance amounts for governmental funds have been classified in accordance with GASB Statement No. 54 and are reported as nonspendable, restricted, committed, assigned or unassigned. • Nonspendable fund balance includes items that cannot be spent. This includes activity that is not in a spendable form (inventories, prepaid amounts, long -term portion of loans /notes receivable, or property held for resale unless the proceeds are restricted, committed or assigned) and activity that is legally or contractually required to remain intact, such as a principal balance in a permanent fund. The general fund's nonspendable fund balance of $1.5 million is the outstanding balance of an interfund loan from the general fund to the Metropolitan Park District, a blended component unit. The facilities fund has a nonspendable fund balance of $7.4 million representing real property held as an investment. • Restricted fund balances have constraints placed upon the use of the resources either by an external party or imposed by law through a constitutional provision or enabling legislation. 52 • Committed fund balances can be used only for specific purposes pursuant to constraints imposed by a formal action in the form of ordinances and resolutions of Tukwila Councilmembers, the City's highest level of decision - making authority. This formal action is the passage of an ordinance by City Council creating, modifying, or rescinding an appropriation. These committed amounts cannot be used for any other purpose unless Council removes or changes the specified use by taking the same type of action it employed to previously commit those amounts. • Assigned fund balance includes amounts that are constrained by the City's intent to be used for a specific purpose, but are neither restricted nor committed. Intent of use is determined through the budgetary process and is expressed by the Finance Director. • Unassigned fund balance is the residual amount not included in the four categories described above. Also, any deficit fund balances within the other governmental fund types are reported as unassigned. Each fund has been analyzed to classify the fund balance in accordance with GASB Statement No. 54. Funds are created by the City Council and money is authorized to be transferred to the fund for a particular purpose. At this point, balances in these funds are at least committed, and may be further restricted depending on whether there is an external party, constitutional provision, or enabling legislation constraint involved. The City applies restricted resources first when an expense is incurred for purposes of which both restricted and unrestricted net position is available in the governmental funds. When expenditures are incurred for purposes, for which unrestricted (committed, assigned, and unassigned) resources are available, and amounts in any of these unrestricted classifications can be used, it is the City's policy to spend committed resources first, the assigned, followed by unassigned. Operating Revenues and Expenses Operating revenues are generated directly from the primary activity of the proprietary funds. For the City, these revenues are charges for services for the use of the golf course and the internal use of vehicles, computers and facilities. Operating expenses are necessary costs incurred to provide the good or service that are the primary activity of each fund. All other revenues and expenses are classified as non - operating including investment earnings, interest expense and the gain or loss on the disposition of capital assets. Contributions of Capital Contributions of capital in proprietary fund financial statement arise from outside contributions of capital assets, for example, developers, and grants or outside contributions of resources restricted to capital acquisition and construction. It also includes water and sewer connection charges. Indirect Cost Allocation Indirect costs, also referred to as overhead costs, consist of the cost of central services or support functions shared across departments. They include accounting, human resources, payroll, information technology, janitorial services and others. These services are paid through the general fund and charged back to the proprietary funds that directly benefit from them. In prior years, the indirect costs allocated to the proprietary funds were recorded as a transfer out of the proprietary funds and a transfer in to the general fund. Pursuant to guidance by the Washington State Auditor's Office, Budgeting, Accounting, and Reporting System (BARS), the indirect costs allocated to the proprietary and other funds of $2,089,178 for 2014 are reported as a reduction of general government expenditures on the Statement of Activities rather than as transfers in and transfers out. Interfund Activity Exchange transactions between funds are reported as revenues in the seller funds and as expenditures /expenses in the purchaser funds. On the government -wide statement of activities, the exchange transactions between the 53 internal service funds and the user funds are eliminated. Flows of cash or goods from one fund to another without a requirement for repayment are reported as interfund transfers. Interfund transfers are reported as other financing sources /uses in governmental funds and after non - operating revenues /expenses section in proprietary funds. Transfers between governmental and business -type activities on the government -wide statement of activities are reported separately after general revenues. Transfers between funds reported in the governmental activities column are eliminated. Transfers between funds reported in the business type activities column are eliminated. Special Item Special items are transactions that are either unusual in nature or infrequent in occurrence. They must also be within the control of management. They are reported as a separate line item entitled Special Item. The City has one special item reported in 2014. The City purchased motels in the Tukwila International Boulevard urban renewal area for redevelopment. The assets were written down to the net realizable value because the structures on the land will be demolished and the property sold as raw land. The reduction in value is reported as a special item. Estimates The preparation of the financial statements in conformity with GAAP requires management to make estimates and assumptions that affect the amounts reported in the financial statements and accompanying notes. Actual results may differ from those estimates. Risk Management It is the City of Tukwila's policy to self- insure for unemployment benefits because of the insignificant liability. Medical and dental self- insurance coverage is also provided for employees. All buildings, City equipment, and City vehicles are insured by carriers for property coverage at replacement value. The City of Tukwila is a member of the Washington Cities Insurance Authority (WCIA) as of January 1, 1984. WCIA is an organization of Washington entities numbering 175 as of December 31, 2014. WCIA provides pooled self - insurance coverage for general liability, vehicle liability, false arrest, and errors and omissions. See Note 14 for additional information on risk management. H. Changes in Reporting The City implemented the following Governmental Accounting Standards Board (GASB) statements in 2014: The City implemented GASB Statement No. 67, Financial Reporting for Pension Plans, amending GASB Statement No. 25. GASB Statement No. 67 relates to pension plans that are administered through trusts or equivalent arrangements that meet certain criteria. This statement addresses accounting and financial reporting for the activities of pension plans. Implementation of Statement No. 67 reporting requirements are for the Firemen's Pension Plan is reflected in Note 9 and in Required Supplementary Information (RSI). NOTE 2 — STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY There have been no material violations of finance - related legal or contractual provisions, and there have been no expenditures exceeding legal appropriations in any of the funds of the City of Tukwila. 54 NOTE 3 — DEPOSITS AND INVESTMENTS The City maintains a cash and investment pool available for use by all funds. Interest earned on pooled investments is recorded in the participating funds. Investments are also held separately by several of the funds, with interest earned directly for the benefit of each fund. Cash and Cash Equivalents Custodial credit risk is the risk associated with the failure of a depository financial institution. In the event of a depository financial institution's failure, it is the risk that the City would not be able to recover its deposits or collateralized securities that are in the possession of the outside parties. The City minimizes custodial credit risk by following the restrictions set forth in state law. At year -end, the carrying amount of the City's cash balance held in banks was $17,899,318. Of the bank balance, $250,000 was covered by Federal depository insurance and the Washington Public Deposit Protection Commission (WPDPC) insured the remainder. The City also maintains imprest funds totaling $14,200. The City participates in the State Treasurer's Investment Pool, which is a 2a7 -like unrated pool, overseen by the State Treasurer's Office. The fair value of the City's position in the pool is the same as the value of the pool shares. Because of its highly liquid nature, the Pool funds are considered cash equivalents. Investments The City's investment portfolio includes certificate of deposits insured by the Washington State Public Depository Commission, U.S. Government Agency Notes, and municipal bonds issued by state and local agencies. These investments are reported at fair value based on quoted market prices. Fair value is the amount at which a financial instrument could be exchanged in a current transaction between willing parties, other than in a forced or liquidation sale. Also, the Firemen's Pension Fund is authorized to invest in stocks, bonds, and mutual funds. At December 31, 2014, the City had the following deposits and investments: SCHEDULE OF INVESTMENTS BY MATURITY Maturity Credit Market Date Rating Value Certificates of Deposit: Sound Community Bank 3/4/2017 $ 3,141,083 Regal Bank 12/20/2015 * 250,000 Total Certificate of Deposits 3,391,083 U.S. Government Agency Notes: Federal Home Loan Mtg Corp Federal Natl Mortgage Assn Total U.S. Agency Notes 5/13/2016 AAA / AA+ 2,000,892 8/23/2017 Aaa / AA+ 993,103 2,993,995 Municipal Bonds: Washington State Convention Center: Lodging Tax 7/1/2016 Aa3 / A+ 513,925 Washington State Biomedical Research: Revenue - Facilities 7/1/2017 Aaa / AA+ 532,635 Marysville Washington: Limited General Obligation 12/1/2017 Aa3 / Al 438,319 Washington State Biomedical Research:Revenue - Facilities 7/1/2019 Aaa / AA+ 555,200 Port ofAnacortes, Washington: Limited General Obligation 9/1/2020 Al 365,191 Douglas County School District, Washington: Unlimited General Obligation 12/1/2020 Aal / Aa3 1,263,959 Total Municipal Bonds TOTAL INVESTMENTS 3,669,228 $ 10,054,306 * No credit rating with certificate of deposit accounts; accounts are insured by the Public Depository Protection Commission. 55 $ 514,125 RECONCILIATION OF ALL CASH, DEPOSITS AND INVESTMENTS AS REPORTED ON STATEMENT OF NET POSITION: Cash and Cash Equivalents: Investments Current Assets Restricted: Cash and cash equivalents Total Cash, Cash Equivalents and Investments $ 33,190,780 10, 054, 307 823,025 $ 44, 068,112 SUMMARY BY TYPE: Cash and Cash Equivalents: Local Government Investment Pool Money market account Cash on hand Cash in bank -book balance Total cash and cash equivalents Investments: Certificates of deposit U.S. Government Agency Notes Municipal bonds Total investments 3,694,540 13,121, 439 14,200 17,183, 627 34, 013, 805 3,391,084 2,993,995 3,669,228 10, 054, 307 Total Cash, Cash Equivalents, and Investments $ 44, 068,112 Restricted Assets - Governmental Drug Seizure funds - federal portion Impact Fees Restricted Assets - Governmental Restricted Assets - Business -Type Customer Deposits -Water Utility Customer Deposits -Golf Course Lease Deposits -Golf Course Revenue Bond Reserve Account - Water /Sewer /Surface Water $ 21,054 287,846 $ 308,900 $ 23,250 45,431 15,000 430,444 Restricted Assets - Business -Type Total Restricted Assets $ 823,025 56 Interest Rate Risk Interest rate risk is the risk that changes in interest rates of debt investments will adversely affect the fair value of an investment. As a means of limiting its exposure to fair value losses arising from rising interest rates, the City's investment policy limits at least half of the City's cash and investment portfolio to maturities of less than one year. Investment maturities are limited as follows: 1) At the time of investment, a minimum of thirty percent (30 %) of the cash and investment portfolio will be comprised of investments maturing or available within one year. 2) At the time of investment, eighty percent (80 %) of the portfolio will be comprised of investments maturing or available within five (5) years and no instruments shall have a maturity exceeding ten (10) years, except when compatible with a specific fund's investment needs. 3) The average maturity of the portfolio shall not exceed three and one half (3 1/2) years or forty -two (42) months. The City uses the weighted average maturity method to manage interest rate risk. Credit Risk Credit risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. State statutes and the City's investment policy limit the types of securities authorized for investment by the City. The principal governing statutes are RCW 39.59 and RCW 39.60. The Finance Director may further restrict eligible investments by this policy at his /her discretion. Authorized investments include (but are not limited to): 1) U.S. Treasury Securities. 2) U.S. Agency Securities (i.e., obligations of any government- sponsored corporation eligible for collateral purposes at the Federal Reserve). 3) Certificates of Deposit, Money Market Deposit Accounts and savings deposits with qualified depositories within statutory limits as promulgated by the PDPC at the time of investment. 4) Bankers Acceptances (BA's) purchased on the secondary market with a rating of A -1, P -1, its equivalent or better. 5) General Obligation Bonds of a state or local government which have at the time of the investment one of the three highest credit ratings of a nationally- recognized rating agency. 6) The Washington State Local Government Investment Pool (LGIP). As of December 31, 2014, the City's investments in municipal bonds were rated Aal to Al by Moody's Investor Service. Concentration of Credit Risk Concentration of credit risk is the risk of loss attributed to the magnitude of an investment in a single issuer. The City of Tukwila diversifies its investments by security type and institution as described below: 1) No more than fifty percent (50 %) of the City's cash and investment portfolio, at the time of purchase, shall be in any single financial institution. 57 2) Except, that no more than seventy -five percent (75 %) of the City's portfolio, at the time of purchase, shall be invested in the Washington State Local Government Investment Pool, and 3) No more than seventy -five percent (75 %) of the City's portfolio, at the time of purchase, shall be invested in U.S. Treasury or Agency securities. NOTE 4 — RECEIVABLES Taxes Receivable Taxes receivable consists of property, sales and use, gambling, leasehold, and hotel /motel taxes. Customer accounts receivable consists of amounts owed by private individuals or organizations for good and services provided. Uncollectible amounts are considered immaterial and the direct write -off method is used. Customer accounts receivable also includes the current portion of special assessments due from property owners within Local Improvement District No. 33. Other types of accounts receivable include utility taxes due from private organizations and customer accounts receivable for amounts owed which billings have not been prepared. Governmental Business -Type Activities Activities Total Taxes Receivable Property $ 266,477 $ - $ 266,477 Sales & Use 3,599,169 - 3,599,169 Utility Tax 626,518 626,518 Admission /Gambling /Parking /Other 888,305 97 888,402 Total Taxes Receivable 5,380,469 97 5,380,566 Customer Receivable Miscellaneous 332,338 Special Assessments - current portion 459,382 Utility Accounts Total Customer Receivable 791,720 Interest 4,382 1,564,593 1,568,975 336,720 459,382 1,564,593 2,360,695 77,267 77,267 Total Receivables $ 6,249,455 $ 1,569,072 $ 7,818,527 Property Taxes Receivable The County Treasurer acts as an agent to collect property taxes levied in the County for all taxing authorities. Collections are distributed daily via wire transfer. January 1st February 14th April 30th May 31St October 31st Property Tax Calendar Taxes are levied and become an enforceable lien against properties. Tax bills are mailed. First of two equal installment payments is due. If taxes are less than $50, full payment is due. (RCW 84.56.020) Assessed value of property established for next year's levy at 100 percent of market value. Second installment is due. (RCW84.56.020) 58 Assessed values are established by the County Assessor at 100% of fair market value. A revaluation of all property is required every two years. On May 31 of each year the assessed value of property is established for the next year's property tax levy. Property taxes levied by the County Assessor and collected by the County treasurer become a lien on the first day of the levy year and may be paid in two equal installments if the total amount exceeds $50. The first half of real property taxes is due on April 30 and the balance is due October 31. Delinquent taxes bear interest at the rate of 12% and are subject to additional penalties if not paid as scheduled. During the year, property tax revenues are recognized when cash is received. At year -end, unpaid property taxes are recorded as a receivable. Property tax receivables at year -end not expected to be collected within 60 days after the current period are reported as other unavailable revenue in the deferred inflow of resources section of the governmental funds financial statements. The tax rate for general City operations is limited to $3.60 per $1,000 of assessed value. An additional levy rate of $0.225 is available to the City because the City funds a Firemen's Pension Fund. The payment of principal and interest on limited tax (non- voted) bonds issued by the City is made from the general levy. Accordingly, the issuance of limited tax general obligation bonds has the effect of reducing property taxes available for the general operations of City government. State law also provides that the City's operating levy may not exceed 101% of the largest single levy of the past three years. The State Constitution provides that the total of all taxes upon real and personal property by the State and all taxing entities, including the City, shall not in any year exceed 1% ($10 per $1,000) of the true and fair monetary value of such property. This limitation may be exceeded upon the approval of 60% of the City voters at an election in which the total vote exceeds 40% of the votes cast at the last general election. Washington State Constitution and Washington State law, RCW 84.55.010, limit the rate. The City's regular levy in 2014 was $2.97799 per $1,000 of assessed valuation of $4,756,373,688 for a total regular levy of $14,129,531. Due from Other Governments All receivables from other governments are recorded at year -end as amounts Due from Other Governmental Units. These amounts represent federal, state, and local reimbursement -type grants, and are reported as receivables and intergovernmental revenues in the year when the related expenditures are incurred. As of December 31, 2014, the majority represents grants. Notes Receivable Notes receivable for governmental activities consists of the long -term portion of the special assessments related to Local Improvement District (LID) No. 33. Special assessments are levied against certain property owners benefited by the improvement. The current portion of outstanding assessments is reported in the receivables category on the Statement of Net Position and consists of assessments which are due within one year and delinquent assessments from the prior year. Assessments are charged to property owners within the LID annually with payments due in October of each year. The repayment period for the assessments is 15 years with the first installment due in 2014 and the final installment due in 2028. Notes receivable for business —type activities consists of outstanding payment plans for sewer connection fees. The City designed and constructed sewer infrastructure in both the Allentown and Foster Point neighborhoods, which was previously on septic. The project was completed and accepted by City Council in 2007. The connection fees to be paid by property owners were established by ordinance, effective in August, 2007. One option given to property owners was an installment payment plan. This option allowed owners to sign an agreement to have the connection charge added to their monthly water bill and repaid over 5, 10, or 15 years with an 4% annual interest rate. The balance reflects all principal outstanding at year -end. 59 $ 5,527,223 $ 338,621 $ 5,865,844 Governmental Business -Type Activities Activities Total Notes Receivable Special Assessments - Non - Current Portion Sewer Payment Plan Total Receivables 5,527,223 338,621 5,527,223 338,621 NOTE 5 — INTERFUND TRANSACTIONS Interfund activity is the term used to describe similar financial transactions between funds of the primary government. Reciprocal interfund activity involves the exchange of equal or almost equal value between funds. Services Provided /Used — Transactions that would be treated as revenues, expenditures or expenses if they involve external organizations, such as buying goods and services in return for equal or almost equal value, are similarly treated when they involve other funds of the City of Tukwila. Interfund Loans /Advances — Loans between funds are classified as interfund loans receivable and payable or as advances to and from other funds in the fund statements. Interfund loans are offset by a reservation of fund equity. Interfund loans are subject to elimination upon consolidation. Nonreciprocal interfund activity does not involve the exchange of equal or almost equal value between funds. Transfers — Transactions to support the operations of other funds are recorded as "Transfers" and classified with "Other Financing Sources or Uses" in the fund statements. Transfers between governmental or proprietary funds are netted as part of the reconciliation to the government -wide financial statements. Contributions — Contributions to the capital of enterprise or internal service funds, transfers of capital assets between proprietary and governmental funds, transfers to establish or reduce working capital in other funds, and transfers of remaining balances when funds are closed are classified non - operating revenue. Reimbursements — Repayments from funds responsible for expenditures or expenses to the funds that initially paid for them. These transactions are expenditures /expense in the fund responsible and as a reduction of expenditure /expensed in the fund being reimbursed. Interfund transfers for the year were as follows: SUMMARY OF INTERFUND TRANSFERS Governmental Proprietary Funds Funds General Capital Debt Total Golf Fund Project Service Governmental Course TOTAL Transfers In $ 1,000,000 $ 3,150, 000 $ 3,150, 080 $ 7,300,080 $ 600,000 $ 7,900,080 Transfers Out (6,900,080) (1,000,000) - (7,900,080) - (7,900,080) Net Transfers In (Out) $ (5,900,080) $ 2,150, 000 $ 3,150, 080 $ (600, 000) $ 600,000 $ 60 The principal purposes for interfund transfers include interfund subsidies and transfers into debt service and capital projects funds. NOTE 6 — OPERATING LEASES During 2014 the City maintained operating lease agreements for the purpose of leasing City operated machinery and equipment. Tukwila leases office/ storage space for the purposes of the Records Center, Seattle Southside Visitor Center and the Neighborhood Resource Center. In addition the City leased a postage machine and copiers during 2014. Costs associated with these activities are as follows. SCHEDULE OF FUTURE MINIMUM LEASE PAYMENTS 2014 2015 2016 2017 2018 Records Center 1 67,674 28,544 - - Neighborhood Resource Center 2 20,400 10,200 - - Seattle Southside Visitors Center 41,520 42,132 42,132 42,132 42,132 Postage Machines 10,067 10,067 10,067 10,067 10,067 Office Equipment 49,841 51,358 51,358 49,606 47,855 Total Lease Payments 189,503 142,301 103,557 101,805 100,054 1 Leasing of the Records Center expires on 5/31/2015. The tenant is responsible for the cost of utilities and maintenance of building, w hich is estimated, based on square footage and reconciled annually by the lessor. 2 Leasing of the Neighborhood Resource Center expires on 6/30/2015. 61 $ 223, 050, 679 $ (21,148, 323) $ 3,827,662 $ (1,755,069) $ 203, 974, 949 NOTE 7 — CAPITAL ASSETS Capital asset activity for the year ended December 31, 2014, was as follows: GOVERNMENTAL ACTIVITIES BEGINNING PRIOR ENDING BALANCE PERIOD BALANCE 1/1/2014 ADJUSTMENT INCREASES DECREASES 12/31/2014 Governmental Activities Capital assets, not being depreciated: Land $ 42,961,328 $ (7,732,514) a $ 84,000 $ - $ 35,312,814 Construction in Progress 10,483,961 (1,736,585) a 9,729,700 (1,758,873) 16,718,203 Total capital assets, not being depreciated 53,445,289 (9,469,099) 9,813,700 (1,758,873) 52,031,017 Capital assets, being depreciated: Buildings 25,277,239 - 147,402 - 25,424,641 Other Improvements 18,130,493 18,130,493 Machinery and Equipment 17,695,670 (14,461) b 2,309,632 (390,722) 19,600,119 Infrastructure 191,316,770 (19,543,689) b 390,051 - 172,163,132 Total capital assets being depreciated 252,420,172 (19,558,150) 2,847,085 (390,722) 235,318,385 Less accumulated depreciation for: Buildings (10,810,438) - (803,755) - (11,614,193) Other Improvements (10,542,577) - (812,443) - (11,355,020) Machinery and Equipment (11,756,724) 4,338 b (1,400,743) 394,526 (12,758,603) Infrastructure (49,705,043) 7,874,588 b (5,816,183) - (47,646,638) Total accumulated depreciation Total capital assets, being depreciated, net Governmental activity capital assets, net (82,814,782) 169, 605, 390 7,878,926 (8,833,124) (11,679,224) (5,986,038) 394,526 (83,374,454) 3,804 151, 943, 932 aln previous years of the Governmental Activities Section, the City had recorded all purchases pertaining to the Tukwila Village Redevelopment Project, totaling $7,732,514 in Land and $1,736,585 in Construction Work in Progress, as capital assets not being depreciated within its General Fixed Asset Account Group (GFAAG) classification. In 2014, a valuation adjustment of $3,674,099 was recorded to reduce the capitalized costs to net realizable value. The resulting $5,795,000 was transferred from the General Fixed Asset Account Group to the Facilities Capital Project Fund, the originating fund, and reclassified as redevelopment properties held for resale. Since this reclassification and cost adjustment should have occurred in 2012 when the developer agreement was approved, the correction in 2014 has resulted in a prior period adjustment which is reflected as decreases to both the Land and Construction in Progress categories of total capital assets not being depreciated. bEffective with the 2014 financial report year, the City will report all infrastructure construction costs incurred for routine maintenance such as repairs and overlays, bridge inspections and other nominal improvements as non - capitalizable expensed costs rather than as capitalizable depreciable assets as it has been in previous years. Thus, 62 for the current year of 2014, it was necessary to reclassify $19,558,150 of capitalized historical Infrastructure and as well as certain Machinery and Equipment costs with related accumulated depreciation of $7,878,926 as expensed items. This has resulted in a prior period adjustment of $11,679,224. (See Note 16, Change in Accounting Principle and Prior Period Adjustments). BUSINESS -TYPE ACTIVITIES BEGINNING BALANCE 1/1/2014 PRIOR PERIOD ADJUSTMENT INCREASES DECREASES ENDING BALANCE 12/31/2014 Business -Type Activities Capital assets, not being depreciated: Land Construction in Progress Total capital assets, not being depreciated Capital assets, being depreciated: Buildings Other Improvements Machinery and Equipment Total capital assets being depreciated Less accumulated depreciation for: Buildings Other Improvements Machinery and Equipment Total accumulated depreciation Total capital assets, being depreciated, net Business -Type activity capital assets, net $ 2,237,758 $ 3,104, 260 - $ 108,472 $ - $ 2,346,230 (869,647) 3,883,473 (1,917,814) 4,200,272 5,342,018 (869,647) 12,543,164 79,147, 004 2,261,349 3,991,945 791,255 1,063,795 62,764 (1,917,814) (50,000) (157,382) (1,519) 93, 951, 517 (3,595,921) (28,798,964) (1,759,138) (34,154,023) 59,797,496 $ 65,139, 514 $ - 1,917,814 (327,592) - (1,732,956) - (80,651) - (2,141,198) (208,901) 37,000 86,086 1,519 124,605 6,546,502 13,284,419 80,053,417 2,322,594 95,660,430 (3,886,513) (30,445,833) (1,838,270) (36,170,616) - (223,384) (84,296) 59,489,816 (869,647) $ 3,768,560 $ (2,002,110) $ 66,036,318 The prior period adjustment represents Construction in Progress costs that are repair and maintenance in nature and should have been expensed rather than capitalized. 63 COMPONENTS OF NET CAPITAL ASSET CHANGES GOVERNMENTAL BUSINESS -TYPE ACTIVITIES ACTIVITIES TOTAL CAPITAL ASSET CHANGES Increases/ Additions Capital outlay Land turnovers, contributions, other Internal service funds (Equipment rental) Additions before CIP capitalization Capitalization of Construction in Progress Total capital asset additions Decreases/ Disposals Sale or disposal of assets Internal service funds (Equipment rental) Sub -total Capitalization of Construction in Progress Total capital asset disposals $ 10,150, 912 311,530 584,097 11,046,539 $ 3,988,747 3,198 1,614,248 (a) 12,660,786 (181, 039) (354,309) (535,348) (1,614,248) (a) (2,149, 596) 3,991,945 1,917,814 (a) 5,909,759 (208,901) $ 14,139, 659 314,728 584,097 15, 038, 484 3,532,062 18, 570, 545 (208,901) (1,917,814) (a) (2,126, 715) (389,940) (354,309) (744,249) (3,532,062) (4,276,311) Net Increase in Capital Assets $ 10,511,191 $ 3,783,044 $ 14,294,235 ACCUMULATED DEPRECIATION CHANGES Increases/ Additions Depreciation: Governmental General government Public safety Physical Environment Transportation Economic Environment Culture and recreation Governmental total Internal service funds (Equipment rental) Business -type funds $ 355,357 $ 138,109 677,797 5,849,924 3,560 1,029,392 8,054,138 778,986 Total capital asset additions 8,833,124 Decreases/ Disposals Accumulated depreciation on assets sold or disposed: Governmental Internal service funds (Equipment rental) Business -type funds 2,141,198 2,141,198 $ 355,357 138,109 677,797 5,849,924 3,560 1,029,392 8,054,138 778,986 2,141,198 10,974,322 (40, 217) (354,309) Total accumulated depreciation disposal (394,526) Net Increase in Accumulated Depreciation $ 8,438,598 (124,605) (124,605) $ 2,016,593 (40, 217) (354,309) (124,605) (519,131) $ 10,455,191 NET CHANGE IN CAPITAL ASSETS INCREASE (DECREASE) IN NET CAPITAL ASSETS $ 2,072,592 $ 1,766,451 $ 3,839,044 a) Closed construction projects are shown as an addition to capital assets and a reduction of construction in progress. 64 Project Description GOVERN- BUSINESS - MENTAL TYPE ACTIVITIES ACTIVITIES TOTAL Thorndyke Safe Routes $ 405,508 $ 202,053 $ 607,560.91 Cascade View Safe Routes 110,031 110,031 Boeing Access Road Bridge Rehab 579,199 579,199 TUC Transit Center 4,009,647 150,224 4,159,871 Interurban Avenue South 1,591,193 749,793 2,340,986 Andover Park West 1,248,908 950,778 2,199,686 Internal Service fund - Fleet 584,097 584,097 Water Reservoir 2,861 2,861 E Marginal Way S Storm Pipe 1,185,365 1,185,365 Sewer Lift Station #2 Upgrades 95,133 95,133 Sewer Lift Station #9 Upgrades 30,989 30,989 E Marginal Way S Outfalls 59,892 59,892 Chinook Wind salmon habitat restoration 25,162 25,162 Small Drainage Projects - 2015 17,321 17,321 40 -42nd Ave S 37,173 37,173 Andover Park East Waterline 4,136 4,136 Other 2,627,987 371,035 2,999,022 TOTALS $ 11,046,539 $ 3,991,945 $ 15,038,484 65 NOTE 8 — JOINT VENTURES A joint venture is a legal entity or other organization that results from a contractual agreement and that is owned, operated, or governed by two or more participants as a separate and specific activity subject to joint control in which the participants retain (a) an on -going financial interest or (b) an on -going financial responsibility. The City participates in two joint ventures. A summary of the City's investment in joint ventures follows. SUMMARY OF INVESTMENT IN JOINT VENTURES Equity in Equity in Capital Assets TOTAL Operations financed by Outstanding Investment in Debt Joint Ventures Valley Com $ 2,974,283 $ 220,000 $ 3,194,283 SCORE 1,080,470 6,430,400 7,510,870 TOTAL $ 4,054,753 $ 6,650,400 $ 10,705,153 Valley Communications Center The "Valley Communications Center" was established August 20, 1976, when an Interlocal Agreement was entered into by the four original participating municipal corporations, including the cities of Renton, Kent, Auburn, and Tukwila. Federal Way was formally admitted during 2000. The agreement is sanctioned by the provisions and terms of the Interlocal Cooperation Act pursuant to RCW 39.34. The initial duration of the agreement was five years, and thereafter is automatically extended for consecutive five -year periods. The purpose of the joint operation, hereafter referred to as Valley Com, is to provide improved consolidated emergency communications (dispatch) services for police, fire, and medical aid, to the five participating cities and to several subscribing agencies. Separate agreements between Valley Com and the subscribing agencies have been executed, which set forth conditions of services and rates charged. The allocation of prorated financial participation among the five participating cities is the percentage of estimated dispatched calls attributed to each jurisdiction compared to the total estimated dispatched calls for the current 12 -month period ending December 31. The 2014 cost distribution for the five (5) participating cities is as follows: City Dispatchable Calls Percent of Total Renton 75,345 20.31% Kent 104,448 28.15% Auburn 82,276 22.17% Tukwila 32,383 8.73% Federal Way 76,602 20.64% Total 371,054 100.00% Valley Com is governed by an Administration Board composed of the Mayors from the five participating cities of Renton, Kent, Auburn, Tukwila, and Federal Way. The Board is responsible for the following functions: (1) Adopting an annual budget after review by participating legislative bodies; (2) Appointment and /or discharge of the Director; (3) Approves personnel policy and makes final decisions on all major policy changes; (4) Reviews and approves all contracts. 66 In addition, an Operating Board was established and consists of two members of each participating City's Public Safety Departments, including the heads of such departments or their designees. The Operating Board performs the following functions: (1) Oversees the operation of Valley Com and advises and makes recommendations to the Administration Board; (2) Makes recommendation on Director selection; (3) Presents proposed policies and budgets to the Administration Board; (4) Approves disbursement of funds by the Director. The Director presents a proposed budget to the Operating Board on or before August 15 of each year. The proposed budget is then presented to the Administration Board by September 1 of each year. The Administration Board can make changes to the proposed Valley Com budget as it finds necessary, but final approval falls to the legislative body of each participating city, in accordance with the provisions of the Interlocal Agreement. The share of equity belonging to the five (5) participating cities is as follows: ITEM FEDERAL RENTON KENT AUBURN TUKWILA WAY TOTAL Equity January 1, 2014 $ 5,240,607 $7,378,791 $4,959,646 $2,927,158 $3,508,470 $24,014,672 Current Year Increase /(Decrease) 109,645 151,995 119,731 47,125 111,474 539,970 Equity December31, 2014 $ 5,350,252 $7,530,786 $5,079,377 $2,974,283 $3,619,944 $24,554,642 Percent of Equity 21.79% 30.67% 20.69% 12.11% 14.74% 100.00% Liabilities are the responsibility of the five participating cities in direct proportion to their equity position. In August 1993, Valley Com entered into an interlocal cooperation agreement, pursuant to RCW 39.34 RCW, with the sub- regions of King County, Seattle, and the Eastside Public Safety Communications Agency. This agreement governs the development, acquisition and installation of the 800 MHz emergency radio communications system funded by a $57 million King County levy approved in November 1992. This agreement provides that upon voluntary termination of any sub - region's participation in the system, it surrenders its radio frequencies, relinquishes its equipment and transfers any unexpended levy proceeds and associated equipment replacement reserves to another sub - region or consortium of sub - regions. Thus, in accordance with this agreement, the participating cities of Valley Com have no equity interest in Valley Com's 800 -MHz communications system. During 2000, the Valley Communications Center Development Authority was created to issue $12,758,000 in General Obligation Bonds to finance construction, equipment, and land for a new facility completed in 2002. Each of the five participating cities is responsible for one -fifth of the debt obligation, which originally was $2,551,600 per City. The basic agreement shall not be terminated until all bonds issued by Valley Communications Center Development Authority have been paid and retired. The investment in joint venture fore Valley Com on the Statement of Net Assets includes Tukwila's $220,000 share of the outstanding Valley Com debt. A complete set of financial statements are available from Valley Communications Center, 27519 108th Ave SE, Kent, WA 98030, or by telephone 253 - 372 -1300. South Correctional Entity (SCORE) The South Correctional Entity (SCORE) consolidated correctional facility was established February 25, 2009, when an Interlocal Agreement (the "Original Interlocal Agreement ") was entered into by seven participating municipal governments, the "Member Cities" of Auburn, Burien, Des Moines, Federal Way, Renton, SeaTac and Tukwila, under the authority of the "Interlocal Cooperation Act" (RCW 39.34). This "Original Interlocal Agreement" was amended and restated October 1, 2009 and named the City of Des Moines as the "Host City" and the remaining Member Cities as "Owner Cities ". This interlocal agreement is known as the "Formation Interlocal Agreement ". Pursuant to a separate "Host City Agreement" dated October 1, 2009, the Host City will not enjoy the same equity position as the Owner Cities until all debts issued are paid and the Host City fulfills all of its obligations as outlined 67 in the Host City Agreement. Pursuant to SCORE financial policies, all unexpected funds or reserve funds shall be distributed based on the percentage of the Member City's average daily population at the SCORE Facility for the last three (3) years regardless of its Owner City or Host City status. SCORE, a governmental administrative agency pursuant to RCW 39.34.030(3), has the power to acquire, construct, own, operate, maintain, equip, and improve a correctional facility known as the "SCORE Facility" and to provide correctional services and functions incidental thereto, for the purpose of detaining arrestees and sentenced offenders in the furtherance of public safety and emergencies within the jurisdiction of the Member Cities. The SCORE Facility may serve the Member Cities and Subscribing Agencies which are in need of correctional facilities. Any agreement with a Subscribing Agency shall be in writing and approved by SCORE as provided within the SCORE Formation Interlocal Agreement. Financing for the acquisition, construction, equipping, and improvement of the SCORE Facility was provided by bonds issued by the South Correctional Entity Facility Public Development Authority (the "SCORE PDA "), a public development authority chartered by the City of Renton pursuant to RCW 35.21.730 through 35.21.755. The SCORE PDA issued $86 million in special obligation bonds in 2009 (the "Bonds ") to construct, develop, acquire and equip the SCORE Facility. Pursuant to the Formation Interlocal Agreement and the ordinances of each city, each Owner City (which includes the Cities of Auburn, Burien Federal Way, Renton, SeaTac, and Tukwila) is obligated to budget for and pay its share, and only its share, of the principal of and interest on the Bonds as the same become due and payable. Each Owner City's obligation to pay its portion is an irrevocable, unconditional full faith and credit obligation of such Owner City, payable from property taxes levied within the constitutional and statutory authority provided without a vote of the electors of the Owner City on all of the taxable property within the Owner City and other sources of revenues available therefor. The following is a summary of the debt service requirements for the Bonds: SUMMARY OF DEBT SERVICE REQUIREMENTS The City of Tukwila reports its share of equity interest in the Governmental Activities column within the Government - wide financial statements under non - current assets. The following is condensed (unaudited) financial information as of December 31, 2014 related to SCORE: ITEM DES FEDERAL AUBURN BURIEN MOINES WAY RENTON SEATAC TUKWILA TOTAL Equity January 1, 2014 $ 2,517,237 $ 294,323 $ 107,970 $ 1,820,940 $ 2,548,219 $ 331,708 $ 601,934 $ 8,222,331 Current Year Increase /(Decrease) 1,725,997 221,087 184,190 1,855,784 1,672,186 380,958 478,536 6,518,738 Equity December31, 2014 $ 4,243,234 $ 515,410 $ 292,160 $ 3,676,724 $ 4,220,405 $ 712,666 $ 1,080,470 $14,741,069 Percent of Equity 28.79% 3.50% 1.98% 24.94% 28.63% 4.83% 7.33% 100.00% 68 Debt Service Schedule Debt Service Allocation to Owner Cities 35% BABs Auburn Buden Federal Way Renton SeaTac Tukwila Year Principal Interest Subsidy Total 31% 4% 18% 36% 3% 8% 2015 $ 1,990,000 $ 4,995,069 $ (1,514,410) $ 5,470,659 $ 1,695,905 $ 218,826 $ 984,718 $ 1,969,438 $ 164,120 $ 437,653 2016 2,065,000 4,911,886 (1,513,594) 5,463,292 1,693,621 218,531 983,392 1,966,785 163,899 437,064 2017 2,145,000 4,820,241 (1,503,576) 5,461,665 1,693,116 218,466 983,100 1,966,200 163,850 436,933 2018 2,240,000 4,715,979 (1,503,576) 5,452,403 1,690,245 218,096 981,433 1,962,865 163,572 436,192 2019 2,310,000 4,602,229 (1,467,237) 5,444,992 1,687,948 217,799 980,099 1,960,197 163,350 435,599 2020 -2024 12,905,000 21,102,168 (7,183,090) 26,824,078 8,315,464 1,072,963 4,828,334 9,656,668 804,722 2,145,926 2025 -2029 15,675,000 16,833,706 (6,067,796) 26,440,910 8,196,682 1,057,636 4,759,364 9,518,728 793,227 2,115,273 2030 -2034 19,265,000 11,158,380 (4,128,483) 26,294,897 8,151,418 1,051,796 4,733,081 9,466,163 788,847 2,103,592 2035 -2039 23,775,000 4,064,705 (1,697,914) 26,141,791 8,103,955 1,045,672 4,705,522 9,411,045 784,254 2,091,343 Totals $82,370,000 $77,204,363 $ (26,579,676) $132,994,687 $41,228,354 $ 5,319,786 $23,939,043 $47,878,090 $ 3,989,841 $10,639,575 The City of Tukwila reports its share of equity interest in the Governmental Activities column within the Government - wide financial statements under non - current assets. The following is condensed (unaudited) financial information as of December 31, 2014 related to SCORE: ITEM DES FEDERAL AUBURN BURIEN MOINES WAY RENTON SEATAC TUKWILA TOTAL Equity January 1, 2014 $ 2,517,237 $ 294,323 $ 107,970 $ 1,820,940 $ 2,548,219 $ 331,708 $ 601,934 $ 8,222,331 Current Year Increase /(Decrease) 1,725,997 221,087 184,190 1,855,784 1,672,186 380,958 478,536 6,518,738 Equity December31, 2014 $ 4,243,234 $ 515,410 $ 292,160 $ 3,676,724 $ 4,220,405 $ 712,666 $ 1,080,470 $14,741,069 Percent of Equity 28.79% 3.50% 1.98% 24.94% 28.63% 4.83% 7.33% 100.00% 68 The investment in joint venture for SCORE on the Statement of Net Position includes Tukwila's share of debt issued in 2009. The City's share of SCORE debt is $6,430,400. See Note 11 for additional information on long -term debt. Completed financial statements for SCORE and SCORE PDA can be obtained from the SCORE office, 20817 17th Avenue South, Des Moines, WA 98198. NOTE 9 — PENSION PLANS Washington State Department of Retirement Systems Substantially all City of Tukwila full -time and qualifying part -time employees participate in one of the following statewide retirement systems administered by the Washington State Department of Retirement Systems, under cost - sharing multiple - employer public employee defined benefit retirement plans. The Department of Retirement Systems (DRS), a department within the primary government of the State of Washington, issues a publicly available comprehensive annual financial report (CAFR) that includes financial statements and required supplementary information for each plan. The DRS CAFR may be obtained by writing to: Department of Retirement Systems, Communications Unit, P.O. Box 48380, Olympia, WA 98504 -8380; or it may be downloaded from the DRS website at www.drs.wa.gov. A. Public Employees Retirement System (PERS) Plans 1, 2, and 3 Plan Description The Legislature established PERS in 1947. Membership in the system includes: elected officials; state employees; employees of the Supreme, Appeals, and Superior courts; employees of legislative committees; employees of district and municipal courts; and employees of local governments. Membership also includes higher education employees not participating in higher education retirement programs. Approximately 49 percent of PERS salaries are accounted for by state employment. PERS retirement benefit provisions are established in Chapters 41.34 and 41.40 RCW and may be amended only by the State Legislature. PERS is a cost - sharing multiple - employer retirement system comprised of three separate plans for membership purposes: Plans 1 and 2 are defined benefit plans and Plan 3 is a defined benefit plan with a defined contribution component. PERS members who joined the system by September 30, 1977 are Plan 1 members. Those who joined on or after October 1, 1977 and by either, February 28, 2002 for state and higher education employees, or August 31, 2002 for local government employees, are Plan 2 members unless they exercised an option to transfer their membership to Plan 3. PERS members joining the system on or after March 1, 2002 for state and higher education employees, or September 1, 2002 for local government employees have the irrevocable option of choosing membership in either PERS Plan 2 or PERS Plan 3. The option must be exercised within 90 days of employment. Employees who fail to choose within 90 days default to Plan 3. PERS is comprise of and reported as three separate plans for accounting purposes: Plan 1, Plan 2/3, and Plan 3. Plan 1 accounts for the defined benefits of Plan 1 members. Plan 2/3 accounts for the defined benefits of Plan 2 members and the defined benefit portion of benefits for Plan 3 members. Plan 3 accounts for the defined contribution portion of benefits for Plan 3 members. Although members can only be a member of either Plan 2 or Plan 3, the defined benefit portions of Plan 2 and Plan 3 are accounted for in the same pension trust fund. All assets of this Plan 2/3 may legally be used to pay the defined benefits of any of the Plan 2 or Plan 3 members or beneficiaries, as defined by the terms of the plan. Therefore, Plan 2/3 is considered to be a single plan for accounting purposes. PERS Plan 1 and Plan 2 retirement benefits are financed from a combination of investment earnings and employer and employee contributions. Employee contributions to the PERS Plan 1 and Plan 2 defined benefit plans accrue interest at a rate specified by the Director of DRS. During DRS' Fiscal Year 2013, the rate was five and on -half percent compounded quarterly. Members in PERS Plan 1 and Plan 2 can elect to withdraw total employee 69 contributions and interest thereon, in lieu of any retirement benefit, upon separation from PERS- covered employment. PERS Plan 1 members are vested after the completion of five years of eligible service. PERS Plan 1 members are eligible for retirement from active status at any age with at least 30 years of service, at age 55 with 25 years of service, or at age 60 with at least 5 years of service. Plan 1 members retiring from inactive status prior to the age of 65 may receive actuarially reduced benefits. The monthly benefit is two percent of the average final compensation (AFC) per year of service, but the benefit may not exceed 60 percent of AFC. The AFC is the monthly average of the 24 consecutive highest -paid service credit months. PERS Plan 1 retirement benefits are actuarially reduced to reflect the choice, if made, of a survivor option. PERS Plan 1 members may elect to receive an optional COLA that provides an automatic annual adjustment based on the Consumer Price Index. The adjustment is capped at three percent annually. To offset the cost of this annual adjustment, the benefit is reduced. PERS Plan 1 provides duty and non -duty disability benefits. Duty disability retirement benefits for disablement prior to the age of 60 consist of a temporary life annuity. The benefit amount is $350 a month, or two- thirds of the monthly AFC, whichever is less. The benefit is reduced by any workers' compensation benefit and is payable as long as the member remains disabled or until the member attains the age of 60, at which time the benefit is converted to the member's service retirement amount. A member with five years of covered employment is eligible for non -duty disability retirement. Prior to the age of 55, the benefit amount is two percent of the AFC for each year of service reduced by two percent for each year that the member's age is less than 55. The total benefit is limited to 60 percent of the AFC and is actuarially reduced to reflect the choice of a survivor option. Plan 1 members may elect to receive an optional COLA amount (based on the Consumer Price Index), capped at 3 percent annually. To offset the cost of this annual adjustment, the benefit is reduced. PERS Plan 2 members are vested after the completion of five years of eligible service. Plan 2 members are eligible for normal retirement at the age of 65 with five years of service. The monthly benefit is two percent of the AFC per year of service. The AFC is the monthly average of the 60 consecutive highest -paid service months. There is now cap on years of service credit; and a cost -of- living allowance is granted (based on the Consumer Price Index), capped at 3 percent annually. PERS Plan 2 members who have at least 20 years of service credit, and are 55 years of age or older, are eligible for early retirement with a reduced benefit. The benefit is reduced by an early retirement factor (ERF) that varies according to age, for each year before age 65. PERS Plan 2 members who have 30 or more years of service credit and are at least 55 years old can retire under one of two provisions, if hired prior to May 1, 2013: • With a benefit that is reduced by three percent for each year before age 65; or • With a benefit that has a smaller (or no) reduction (depending on age) that imposes stricter return -to -work rules. PERS Plan 2 members hired on or after May 1, 2013 have the option to retire early by accepting a reduction of 5 percent for each year of retirement before age 65. This option is available only to those who are age 55 or older and have at least 30 years of service. 70 PERS Plan 2 retirement benefits are also actuarially reduced to reflect the choice, if made, of a survivor option. PERS Plan 3 has a dual benefit structure. Employer contributions finance a defined benefit component and member contributions finance a defined contribution component. As established by Chapter 41.34 RCW, employee contribution rates to the defined contribution component range from 5 percent to 15 percent of salaries, based on member choice. Members who do not choose a contribution rate default to a 5 percent rate. There are currently no requirements for employer contributions to the defined contribution component of PERS Plan 3 PERS Plan 3 defined contribution retirement benefits are dependent upon the results of investment activities. Members may elect to self- direct the investment of their contributions. Any expenses incurred in conjunction with self- directed investments are paid by members. Absent a member's self- direction. PERS Plan 3 contributions are invested in the Retirement Strategy Fund that assumes the member will retire at age 65. For DRS' fiscal year 2014, PERS Plan 3 employee contributions were $105.2 million, and plan refunds paid out were $82.0 million. The defined benefit portion of PERS Plan 3 provides members a monthly benefit that is one percent of the AFC per year of service. The AFC is the monthly average of the 60 consecutive highest -paid service months. There is no cap on years of service credit, and Plan 3 provides the same cost -of- living allowance as Plan 2. Effective June 7, 2006, PERS Plan 3 members are vested in the defined benefit portion of their plan after ten years of service; or after five years of service, if twelve months of that service are earned after age 44; or after five service credit years earned in PERS Plan 2 by June 1, 2003. Plan 3 members are immediately vested in the defined contribution portion of their plan. Vested Plan 3 members are eligible for normal retirement at age 65, or they may retire early with the following conditions and benefits: • If they have at least ten service credit years and are 55 years old, the benefit is reduced by an ERF that varies with age, for each year before age 65. • If they have 30 service credit years and are at least 55 years old, and were hired before May 1, 2013, they have the choice of a benefit that is reduced by three percent for each year before age 65; or a benefit with a smaller (or no) reduction factor (depending on age) that imposes stricter return -to -work rules. • If they have 30 service credit years, are at least 55 years old, and were hired after May 1, 2013, they have the option to retire early by accepting a reduction of 5 percent for each year before age 65. PERS Plan 3 benefit retirement benefits are also actuarially reduced to reflect the choice, if made, of a survivor option. PERS Plan 2 and Plan 3 provide disability benefits. There is no minimum amount of service credit required for eligibility. The Plan 2 monthly benefit amount is two percent of the AFC per year of service. For Plan 3, the monthly benefit amount is one percent of the AFC per year of service. These disability benefit amounts are actuarially reduced for each year that the member's age is less than 65, and to reflect the choice of a survivor option. There is no cap on years of service credit, and a cost -of- living allowance is granted (based on the Consumer Price Index) capped at three percent annually. PERS members meeting specific eligibility requirements have options available to enhance their retirement benefits. Some of these options are available to their survivors. A one -time duty - related death benefit is provided to the beneficiary or estate of a PERS member who dies as a result of injuries sustained in the course of employment, or if the death resulted from an occupational disease or 71 infection that arose naturally and proximately out of the member's covered employment, if found eligible by the Department of Labor and Industries. From January 1, 2007 through December 31, 2007, judicial members of PERS were given the choice to elect participation in the Judicial Benefit Multiplier (JBM) Program enacted in 2006. Justices and judges in PERS Plan 1 and Plan 2 were able to make an irrevocable election to pay increased contributions that would fund a retirement benefit with a 3.5 percent multiplier. The benefit would be capped at 75 percent of AFC. Judges in PERS Plan 3 could elect a 1.6 percent of pay per year of service benefit, capped at 37.5 percent of AFC. Newly elected or appointed justices and judges who chose to become PERS members on or after January 1, 2007, or who had not previously opted into PERS membership, were required to participate in the JBM Program. There are 1,176 participating employers in PERS. Membership in PERS consisted of the following as of the latest actuarial valuation date for the plans of June 30, 2013: Type of Membership Membership Retirees and Beneficiaries Receiving Benefits 85,328 Terminated Plan Members Entitled to but not yet Receiving Benefits 31,047 Active Plan Members Vested 150,706 Active Plan Members Non - vested 101,191 Total 368,272 Funding Policy Each biennium, the state Pension Funding Council adopts PERS Plan 1 employer contribution rates, PERS Plan 2 employer and employee contribution rates, and PERS Plan 3 employer contribution rates. Employee contribution rates for Plan 1 are established by statute at six percent for state agencies and local government unit employees, and at 7.5 percent for state government elected officials. The employer and employee contribution rates for Plan 2 and the employer contribution rate for Plan 3 are developed by the Office of the State Actuary to fully fund Plan 2 and the defined benefit portion of Plan 3. Under PERS Plan 3, employer contributions finance the defined benefit portion of the plan and member contributions finance the defined contribution portion. The Plan 3 employee contribution rates range from 5 to 15 percent. As a result of the implementation of the Judicial Benefit Multiplier Program in January 2007, a second tier of employer and employee rates was developed to fund, along with investment earnings, the increased retirement benefits of those justices and judges that participate in the program. The methods used to determine the contribution requirements are established under state statute in accordance with RCW 41.40 and RCW 41.45. The required contribution rates expressed as a percentage of current -year covered payroll, as of December 31, 2014, are as follows: Members Not Participating in JBM: PERS Plan II PERS Plan III Employer* 9.21% 9.21% ** Employee 4.92% Minimum 5 %°to maximum 15 /o * The employer rates include the employer administrative expense fee currently set at 0.18 %. ** Plan 3 defined benefit portion only. 72 Both the City and the employees made the required contributions. The City's required contributions for the years ended December 31 were as follows: PERS Plan II PERS Plan III 2014 $ 1,214,094 $ 201,370 2013 1,069,130 177,312 2012 902,516 144,456 B. Law Enforcement Officers' and Fire Fighters' Retirement System (LEOFF) Plan 1 and 2 Plan Description LEOFF was established in 1970 by the Legislature. Membership includes all full -time, fully compensated, local law enforcement commissioned officers, firefighters and, as of July 24, 2005, emergency medical technicians. LEOFF membership is comprised primarily of non -state employees, with Department of Fish and Wildlife enforcement officers, who were first included effective July 27, 2003, being an exception. LEOFF retirement benefit provisions are established in chapter 41.26 RCW and may be amended only by the State Legislature. LEOFF is a cost - sharing multiple - employer retirement system comprised of two separate defined benefit plans. LEOFF members who joined the system by September 30, 1977 are Plan 1 members. Those who joined on or after October 1, 1977 are Plan 2 members. Effective July 1, 2003, the LEOFF Plan 2 Retirement Board was established by Initiative 790 to provide governance of LEOFF Plan 2. The Board's duties include adopting contribution rates and recommending policy changes to the Legislature. LEOFF retirement benefits are financed from a combination of investment earnings, employer and employee contributions, and a special funding situation in which the state pays through legislative appropriations. Employee contributions to the LEOFF Plan 1 and Plan 2 defined benefit plans accrue interest at a rate specified by the Director of DRS. During DRS' Fiscal Year 2013, the rate was five and one -half percent compounded quarterly. Members in LEOFF Plan 1 and Plan 2 can elect to withdraw total employee contributions and interest earnings, in lieu of any retirement benefit, upon separation from LEOFF- covered employment. LEOFF Plan 1 members are vested after the completion of five years of eligible service. Plan 1 members are eligible for retirement with five years of service at the age of 50. The benefit per year of service calculated as a percent of final average salary (FAS) is as follows: Term of Service Percent of final Average 20 or more years 10 but less than 20 years 5 but less than 10 years 2.0% 1.5% 1.0% The FAS is the basic monthly salary received at the time of retirement, provided a member has held the same position or rank for 12 months preceding the date of retirement. Otherwise, it is the average of the highest consecutive 24 months' salary within the last ten years of service. A cost -of- living allowance is granted (based on the Consumer Price Index). LEOFF Plan 1 provides death and disability benefits. Death benefits for survivors of Plan 1 members on active duty consist of the following: (1) If there is an eligible spouse, 50 percent of the FAS, plus 5 percent of FAS for each 73 eligible surviving child, with a limitation on the combined allowances of 60 percent of the FAS; or (2) If there is no eligible spouse, eligible children receive 30 percent of FAS for the first child plus 10 percent for each additional child, subject to a 60 percent limitation of FAS, divided equally. A one -time duty - related death benefit is provided to the beneficiary or the estate of a LEOFF Plan 1 member who dies as a result of injuries or illness sustained in the course of employment, or if the death resulted from an occupational disease or infection that arose naturally and proximately out of the member's covered employment, if found eligible by the Department of Labor and Industries. The LEOFF Plan 1 disability allowance is 50 percent of the FAS plus 5 percent for each child up to a maximum of 60 percent. Upon recovery from disability before the age of 50, a member is restored to service with full credit for service while disabled. Upon recovery after the age of 50, the benefit continues as the greater of the member's disability benefit or service retirement benefit. LEOFF Plan 2 members are vested after the completion of five years of eligible service. Plan 2 members are eligible for retirement at the age of 53 with five years of service, or at the age of 50 with 20 years of service. Plan 2 members receive a benefit of two percent of the FAS per year of service. (the FAS is based on the highest consecutive 60 months), actuarially reduced to reflect the choice of a survivor option. Members who retire prior to the age of 53 receive reduced benefits. If the member has at least 20 years of service and is age 50, the reduction is three percent for each year prior to age 53. Otherwise, the benefits are actuarially reduced for each year prior to age 53. A cost -of- living allowance is granted (based on the Consumer Price Index), capped at three percent annually. LEOFF Plan 2 provides disability benefits. There is no minimum amount of service credit required for eligibility. The Plan 2 benefit amount is two percent of the FAS for each year of service. Benefits are reduced to reflect the choice of survivor option and for each year that the member's age is less than 53, unless the disability is duty - related. If the member has at least 20 years of service and is age 50, the reduction is three percent for each year prior to age 53. A disability benefit equal to 70 percent of their FAS, subject to offsets for workers' compensation and Social Security disability benefits received, is also available to those LEOFF Plan 2 members who are catastrophically disabled in the line of duty and incapable of future substantial gainful employment in any capacity. Effective June 2010, benefits to LEOFF Plan 2 members who are catastrophically disabled include payment of eligible health care insurance prem i um s. Members of LEOFF Plan 2 who leave service because of a line of duty disability are allowed to withdraw 150 percent of accumulated member contributions. This withdrawal benefit is not subject to federal income tax. Alternatively, members of LEOFF Plan 2 who leave service because of a line of duty disability may be eligible to receive a retirement benefit of at least 10 percent of FAS and two percent per year of service beyond five years. The first 10 percent of the FAS is not subject to federal income tax. LEOFF Plan 2 retirees may return to work in an eligible position covered by another retirement system, choose membership in that system and suspend their pension benefits, or not choose membership and continue receiving pension benefits without interruption. A one -time duty - related death benefit is provided to the beneficiary or the estate of a LEOFF Plan 2 member who dies as a result of injuries or illness sustained in the course of employment, or if the death resulted from an occupational disease or infection that arose naturally and proximately out of the member's covered employment, if found eligible by the Department of Labor and Industries. Benefits to eligible surviving spouses and dependent children of LEOFF Plan 2 members killed in the course of employment include the payment of eligible health care insurance premiums. 74 Legislation passed in 2009 provides to the Washington state registered domestic partners of LEOFF Plan 2 members the same treatment as married spouses, to the extent that the treatment is not in conflict with federal laws. LEOFF members meeting specific eligibility requirements have options available to enhance their retirement benefits. Some of these options are available to their survivors. There are 374 participating employers in LEOFF. Membership in LEOFF consisted of the following as of the latest actuarial valuation date for the plans of June 30, 2013: Type of Membership Membership Retirees and Beneficiaries Receiving Benefits 10,511 Terminated Plan Members Entitled to But Not Yet Receiving Benefits 699 Active Plan Members Vested 16,830 Active Plan Members Non - vested 1,600 Total 29,640 Funding Policy Employer and employee contribution rates are developed by the Office of the State Actuary to fully fund the plans. Starting on July 1, 2000, Plan 1 employers and employees contribute zero percent, as long as the plan remains fully funded. Plan 2 employers and employees are required to pay at the level adopted by the LEOFF Plan 2 Retirement Board. The Legislature, by means of a special funding arrangement, appropriates money from the state General Fund to supplement the current service liability and fund the prior service costs of Plan 2 in accordance with the recommendations of the Pension Funding Council and the LEOFF Plan 2 Retirement Board. This special funding situation is not mandated by the state constitution and this funding could be changed by statute. For DRS' Fiscal Year 2014, the state contributed $55.6 million to LEOFF Plan 2. The methods used to determine the contribution requirements are established under state statute in accordance with Chapters 41.26 and 41.45 RCW. The required contribution rates expressed as a percentage of current -year covered payroll, as of December 31, 2014, are as follows: Employer Employee State LEOFF Plan I LEOFF Plan II 0.18% 0.00% 5.23% 8.41% 3.36% Both the City and the employees made the required contributions. The City's required contributions for the years ended December 31 were as follows: LEOFF Plan I LEOFF Plan 11 2014 $182 $772,102 2013 229 737,626 2012 410 691,175 75 C. Public Safety Employee's Retirement System (PSERS) Plan 2 Plan Description PSERS was created by the 2004 Legislature and became effective July 1, 2006. PSERS retirement benefit provisions have been established by Chapter 41.37 RCW and may be amended only by the State Legislature. PSERS is a cost - sharing multiple - employer retirement system comprised of a single defined benefit plan, PSERES Plan 2. PSERS Plan 2 membership includes: • PERS 2 or 3 employees hired by a covered employer before July 1, 2006, who meet at least one of the PSERS eligibility criteria and elected membership during the election period of July 1, 2006 to September 30, 2006; and • Employees, hired on or after July 1, 2006 by a covered employer, that meet at least one of the PSERS eligibility criteria. Covered employers include: • State of Washington agencies: Department of Corrections, Department of Natural Resources, Gambling Commission, Liquor Control Broad; Parks and Recreation Commission, and Washington State Patrol; • Washington State counties; • Washington State cities except for Seattle, Spokane and Tacoma; and • Correctional entities formed by PSERS employers under the Interlocal Cooperation Act. To be eligible for PSERS, an employee must work on a full -time basis and: • Have completed a certified criminal justice training course with authority to arrest, conduct criminal investigations, enforce the criminal laws of Washington and carry a firearm as part of the job; or • Have primary responsibility to ensure the custody and security of incarcerated or probationary individuals; or • Function as a limited authority Washington peace officer, as defined in RCW 10.93.020; or • Have primary responsibility to supervise eligible members who meet the above criteria. PSERS retirement benefits are financed from a combination of investment earnings and employer and employee contributions. Employee contributions to the plan accrue interest at a rate specified by the Director of DRS. During DRS' Fiscal Year 2014, the rate was five and one -half percent compounded quarterly. Members in PSERS Plan 2 can elect to withdraw total employee contributions and interest thereon, in lieu of any retirement benefit, upon separation from PSERS- covered employment. PSERS Plan 2 members are vested after the completion of five years of eligible service. PSERS members may retire with a monthly benefit of two percent of the average final compensation (AFC) at the age of 65 with five years of service, or at the age of 60 with at least 10 years of PSERS service credit, or at age 53 with 20 years of service. The AFC is the monthly average of the member's 60 consecutive highest -paid service credit months. There is no cap on years of service credit; and a cost -of- living allowance is granted (based on the Consumer Price Index), capped at three percent annually. PSERS members who retire prior to the age of 60 receive reduced benefits. If retirement is at age 53 or older with at least 20 years of service, a three percent per year reduction for each year between the age at retirement and age 60 applies. 76 PSERS Plan 2 provides disability benefits. There is no minimum amount of service credit required for eligibility. The monthly benefit is two percent of the AFC for each year of service. The AFC is based on the member's 60 consecutive highest creditable months of service. Benefits are actuarially reduced for each year that the member's age is less than 60 (with ten or more service credit years in PSERS), or less than 65 (with fewer than ten service credit years). There is no cap on years of service credit, and a cost -of- living allowance is granted (based on the Consumer Price Index), capped at three percent annually. PSERS members meeting specific eligibility requirements have options available to enhance their retirement benefits. Some of these options are available to their survivors. A one -time duty - related death benefit is provided to the beneficiary or the estate of a PSERS member who dies as a result of injuries or illness sustained in the course of employment, or if the death resulted from an occupational disease or infection that arose naturally and proximately out of the member's covered employment, if found eligible by the Department of Labor and Industries. There are 75 participating employers in PSERS. Membership in PSERS consisted of the following as of the latest actuarial valuation date for the plan of June 30, 2013: Type of Membership Membership Retirees and Beneficiaries Receiving Benefits 43 Terminated Plan Members Entitled to But Not Yet Receiving Benefits 119 Active Plan Members Vested 4,513 Active Plan Members Non - vested 1,383 Total 6,058 Funding Policy Each biennium, the state Pension Funding Council adopts Plan 2 employer and employee contribution rates. The employer and employee contribution rates for Plan 2 are developed by the Office of the State Actuary to fully fund Plan 2. The methods used to determine the contribution requirements are established under state statue in the accordance with Chapters 41.37 and 41.45 RCW. The required contribution rates expressed as a percentage of current -year covered payroll, as of December 31, 2014 are as follows: Employer Employee PSERS Plan II 10.54% 6.36% Both the City and the employees made the required contributions. The City's required contributions for the years ended December 31 were as follows: PSERS Plan 11 2014 $15,773 2012 14,175 2011 11,187 77 D. Firemen's Pension System Summary of Significant Accounting Policies Investments are valued and reported at fair value. Plan Description Plan Administration: The Firefighters" Pension Fund is administered by the City of Tukwila. The plan is a single - employer defined benefit pension plan that provides pensions for firefighters that were hired prior to 1970. The firefighters' pension board consists of the following five members: the chairperson of the fire commissioners for said district who shall be chairperson of the board, the county auditor, county treasurer, and in addition, two regularly employed or retired firefighters elected by secret ballot of the employed and retired firefighters. Retired members who are subject to the jurisdiction of the pension board have both the right to elect and the right to be elected under this section. The first members to be elected by the firefighters shall be elected annually for a two -year term. The two firefighter - elected members shall, in turn, select a third eligible member who shall serve in the event of an absence of one of the regularly elected members. Plan membership is limited to active members of the Firefighters' Pension Fund (FPF) as of March 1, 1970. On that date, the Washington Law Enforcement Officers' and Firefighters' System (LEOFF) was established. FPF is responsible for paying the pensions of those members retired prior to March 1, 1970 and for providing the "excess benefit ", the excess of FPF formula benefits over the LEOFF benefits. Therefore, the plan is closed to new members. At December 31, 2014, FPF membership consisted of the following: Type of Membership Total Inactive plan members retired prior to March 1, 1970 0 Inactive plan members retired March 1, 1970 or after 11 Active Plan Members 0 Total 11 Benefits Provided All benefit terms are in statutes RCW 41.16, 41.18, and 41.26. FPF provides retirement, disability, and death benefits. Each firefighter in service on March 1, 1970 receives the greater of the benefit payable under the Washington Law Enforcement Officers' and Firefighters' Retirement System and the benefits available under the provisions of prior law. Where benefits under the old law exceed those under the new law for any firefighter, the excess benefits are paid from the FPF of the city employing the member on March 1, 1970. All members are retired and drawing benefits. Benefit terms provide for cost -of- living adjustments to each member's retirement benefit. There are two types of increases: escalation by salary in proportion to the current salary of the rank from which the firefighter retired, or an increase proportionate to the increase in the Seattle -area CPI, with the change computed annually. Regardless of the increase (or decrease) in the CPI, the benefits are increased at least 2% each year. The former applies to firefighters who retired from service after 1969, their survivors, and to firefighters who retired for duty disability (but not their survivors) after 1961. The latter applies to all other types of monthly benefits. Contributions As long as the FPF provides for benefits to covered members, the City will be eligible to receive a share of the State's distribution of the fire insurance premium taxes. The amount the City receives is 25% of all monies received by the State from taxes on fire insurance premiums. Contributions can also come from taxes paid pursuant to the provisions of RCW 41.16.060. This statute require that each municipality levy up to $0.45 (only $0.225 of which can 78 be in excess of the property tax limit pursuant to RCW 84.52.043) per $1,000 of assessed valuation, based on reports by a qualified actuary, to maintain the fund. The actuarial assumptions were provided by an independent actuary. Investments It is the policy of the City of Tukwila to invest public funds in a manner that will provide maximum security with the highest investment return while meeting the daily cash flow demands of the City, while conforming to all state and local statutes governing the investment of public funds. The money- weighted rate of return expresses investment performance, net of investment expense, adjusted for the changing amount actually invested. Concentrations. Approximately 70% of investments held are with Columbia Bank City's Net Pension Liability The components of the City's net pension liability at December 31, 2014 are as follows: Total pension liability $ 1,840,929 Less: Plan fiduciary net position 1,413,026 City's net pension liability $ 427,903 Plan fiduciary net position as a percentage of the total pension liability Actuarial Assumptions 76.76% The total pension liability was determined by an actuarial valuation as of December 31, 2014, using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 2.75% Salary increases 3.75% Investment rate of return 2.75% Healthy life mortality rates were based on the RP -2014 mortality table, total dataset, fully generational projected with Scale MP -2014, set back one year for males and set forward one year for females. Disabled life mortality rates were based on the RP -2014 mortality table, total dataset, fully generational projected with Scale MP -2014, set back two years for males and females. The long -term expected rate of return on pension plan investments assumption was based on the nature and mix of current and expected pension plan assets over a period of time representative of the expected length of time between the first day of service and date of the last benefit payment. The discount rate used to measure the total pension liability was 2.75 %. The projection of cash flows used to determine the discount rate assumed City contributions were equal to revenue received from Fire Insurance premiums and the amount received would increase at the inflation rate of 2.75 %. Based on this assumption, the pension plan's fiduciary net position was projected to be available to make all projected future benefit payment of current plan members. Therefore, the long -term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. 79 Sensitivity of the net pension liability to changes in the discount rate. The following presents the net pension liability of the City, calculated using the discount rate of 2.75 %, as well as what the City's net pension liability would be if it were calculated using a discount rate that is 1- percentage -point lower, 2.75 %, or 1- percentage point higher, 3.75 %, than the current rate: City's net pension liability 1')/0 Decrease Basis of Valuation Current Discount 1% Increase Rate $ 2,095,120 $ 1,840,929 $ 1,629,202 A general summary of the substantive plan used as the basis of the valuation follows. Applicable Statutes Benefits RCW 41.16, 41.18, 41.26 Each firefighter in service on March 1, 1970 receives the greater of the benefit payable under LEOFF or FPF. Where benefits under the old law exceed those under the new for any firefighter, the excess benefits are paid from the FPF of the city employing the member on March 1, 1970. Service Retirement Benefit Member Eligibility: age 50 and 25 years of service (RCW 41.18.040) or Age 50 and five years of service (RCW 41.26.090). Survivor Amount of benefit: 50% of salary plus an additional 2% for each year of service in excess of 25 years. Maximum benefit of 60% of salary (does not apply for those retiring after July 1, 2006). Eligibility: spouse or child Amount of benefit: continuation of the firefighter's benefit. (If spouse — same, plus additional 5% of salary per child. If no spouse — 30% of salary for first child, 10% for each additional child. Maximum of 60% of salary). Duty Disability Retirement Benefit Member Eligibility: disabled after six -month waiting period. Amount of benefit: determined the same as Service Retirement Benefit. Recovery: restoration to service. Survivor See Survivor's Benefit section under Service Retirement. Non Duty Disability Retirement Benefit Member Survivor Eligibility: disabled after 90 -day waiting period. Amount of benefit: 50% of salary, or service retirement benefit, if greater. Recovery: see Duty Disability Retirement. Limitations: no benefits payable if firefighter employed elsewhere when disabled. Eligibility: spouse or child Amount of benefit: 33.3% to widow or children only. 45.8% to widow and one child. 47.6% to widow and two children. 50.0% to widow and three children. 80 Duty Death Benefit Non Duty Death Benefit Special Provisions Vesting Deferred Benefit Postretirement Increase Benefits Payable Under LEOFF Type 1 Type 2 Applicability Minimum Benefit Funeral Benefit Participant Summary January 1, 2015 Age and service determined as of the census date. Eligibility: spouse or child Amount of benefit: If spouse — 50% of salary plus an additional 5% of salary per child; maximum benefit of 60% of salary. If no spouse — 50% of salary to children. Eligibility: spouse or child Amount of benefit: provisions the same as Survivor's Benefit under Non -Duty Disability Retirement. Under disability or death benefits, a surviving spouse may elect a lump -sum payment of $5,000 in lieu of future monthly benefits. Termination after 20 years of service (RCW 41.18.130) or five years of service (RCW 41.26.090). Commences: when a firefighter would have had 25 years of service (RCW 41.18.130) or age 50 (RCW 41.26.090). Amount of benefit: 2% of salary for each year of service. Other provisions apply, see statutes. Death while vested prior to commencement of benefits: payment of firefighters deferred benefit to spouse or child. Annual increase proportionate to the increase in the Seattle -area CPI. Minimum increase at least 2% each year. Escalation by salary in proportion to current salary or rank from which the firefighter retired. Annual increase proportionate to the increase in the Seattle -area CPI. Minimum increase at least 2% each year. Type 1 applies to firefighters who retired from service after 1969, their survivors, and to firefighters who retired for duty disability (but not their survivors) after 1961. Type 2 applies to all other types of monthly benefits After April 25, 1973, a minimum benefit of $300 per month to all retired firefighters and their survivors. This minimum is increased by the CPI. $500 RCW 41.18.140, no provision under RCW 41.26. LEOFF Plan 1 (Firemen's Pension) Inactive Participants Age Service Retirees Disabled Retirees Surviving Spouses Total < 65 0 0 0 0 65 – 69 0 1 0 1 70 – 74 1 1 1 3 75 – 79 2 3 0 5 80 – 84 0 1 0 1 85 -89 1 0 0 1 90 + 0 0 0 0 Total 4 6 1 11 81 Annual pension amounts through December 31, 2014: Paid by City Paid by LEOFF $61,862 $460,921 The information presented in the preceding required schedules were determined as part of the actuarial valuations at the dates indicated. The key actuarial assumptions used for the January 1, 2015 valuation were: Assumption Rates Actuarial Cost Method Asset Valuation Method Measurement Date Inflation Rate Discount Rate (or Investment Return) Cost of Living Salary Increases (for calculated benefit increases based on rank) Healthy Mortality Disabled Mortality Spouse Age Entry Age Fair Market Value January 1, 2015 2.75% We based the long -term expected rate of return on pension plan investments assumption on the nature and mix of current and expected pension plan assets over a period of time representative of the expected length of time between the first day of service and date of the last benefit payment. The rate of 2.75% was selected. 2.75 %, based on SSA OASDI 2014 report. 3.75 %, based on SSA OASDI 2014 report. RP -2014 mortality table, total dataset, fully generational with mortality improvement scale MP -2014 setback one year for males and set forward one year for females. RP -2014 mortality table, total dataset, fully generational with mortality improvement scale MP -2014 set forward two years for males and females. We assumed that wives are three years younger than husbands. NOTE 10 — OTHER POSTEMPLOYMENT BENEFIT (OPEB) PLAN During the year ended December 31, 2008, the City elected to adopt the provisions of GASB Statement No. 45, "Accounting and Financial Reporting by Employers for Postemployment Benefits Other Than Pensions" (GASB No. 45), which requires the City to accrue other postemployment benefits (OPEB) expense related to its postretirement healthcare plan based on a computed annual required contribution (ARC) that includes the current period's service cost and an amount to amortize unfunded actuarial accrued liabilities. Instead of recording expense on a "pay -as- you-go" basis, the City, under GASB No. 45, has recorded a liability of approximately $5,341,973 for the difference between the actuarially calculated ARC and the estimated contributions made since the adoption of GASB No. 45. This liability is included in other noncurrent liabilities in the accompanying December 31, 2014 balance sheet. The 82 effect of GASB No. 45 for the current fiscal year was to decrease the City's excess of revenue over expenses before capital contributions and the City's net position for the year ended December 31, 2014 by approximately $780,192. Plan Description The City of Tukwila's LEOFF Plan 1 (the Health Plan) is a single - employer defined - benefit healthcare plan administered by the City. The Health Plan provides medical, prescription drug, dental, Medicare Part B premiums, long -term care, and vision expenses for LEOFF Plan 1 retirees. Dependent spouses and children are not covered. The Health Plan's actuary is Healthcare Actuaries. The Health Plan does not issue a separate standalone financial report. Membership As of December 31, 2014, there was 1 active employee and 40 retirees meeting the eligibility requirements of a LEOFF 1 member. This is considered a closed group with no new members. Funding Policy Funding for LEOFF 1 retiree healthcare costs is provided entirely by the City as required by RCW. The City's funding policy is based upon pay -as- you -go financing requirements. For the fiscal year ended December 31, 2014, the City contributed $905,974 to the Health Plan through use of existing fund balance. The City's contribution was entirely to fund 'pay -as- you -go' costs under the Health Plan and not to prefund benefits. There were no retiree contributions. Annual OPEB Cost and Net OPEB Obligation The City's annual other postemployment benefit (OPEB) cost is calculated based on the annual required contribution (ARC), an amount actuarially determined in accordance with the parameters of GASB Statement No. 45. The ARC represents a level of funding that, if paid on an ongoing basis, is projected to cover normal cost each year and amortize unfunded actuarial liabilities over a period 21 years as of January 1, 2008. The following tables show the components of the City's annual OPEB cost for the year, the amount actually contributed to the plan, and changes in the City's net OPEB obligation. ANNUAL OPEB COST AND NET OPEB OBLIGATION 2012 2013 2014 4 ARC at EOY 1,264,522 1,264,522 1,903,679 5 Interest on Net OPEB Obligation 145,727 174,458 171,067 6 Adjustment to ARC (287,945) (359,904) (388,580) 7 Annual OPEB cost 1,122,304 1,079,076 1,686,166 8 Employer contributions (404,007) (878,755) (905,974) 9 Change in Net OPEB Obligation 718,297 200,321 780,192 10 Net OPEB Obligation at BOY 3,643,163 4,361,460 4,561,781 11 Net OPEB Obligation at EOY (9 + 10) $ 4,361,460 $ 4,561,781 $ 5,341,973 (i) is the assumed interest rate that year: 4% in 2012, 4% in 2013, and 2.75% in 2014. The net OPEB obligation of $5,341,973 is included as a non - current liability on the Statement of Net Position. 83 ANNUAL DEVELOPMENT OF OPEB COST Fiscal Year Ended Annual Requi red Contribution Interest on Net OPEB ARC Annual Obligation Adjustment OPEB Cost Total Employer Contri- butions Change in Net OPEB Obligation Net OPEB Obligation (Gain)/ Balance Loss 2008 2009 2010 2011 2012 2013 2014 $ 1,366,284 1,366,284 1,366,284 1,264,522 1,264,522 1,264,522 $ - $ - 40,459 61,839 90,941 143,332 112,598 213,809 145,727 287,945 174,458 359,904 $1,366,284 1,344,904 1,313,893 1,163,311 1,122, 304 1,079,076 1,903,679 171,067 388,580 1,686,166 " Based on a 21 -year closed amortization as of January 1, 2008 $ 557,103 335,265 317,771 335,090 404,007 878,755 905,974 $ 809,181 1,009,639 996,122 828,221 718,297 200,321 780,192 $ 809,181 1,818,820 2,814,942 3,643,163 4,361,460 4,561,781 5,341,973 $ 809,181 1,031,019 1,048,513 929,432 860,515 385,767 997,705 The City's annual OPEB cost, the percentage of annual OPEB cost contributed to the plan, and the net OPEB obligation were as follows: PERCENTAGE OF ANNUAL OPEB COST CONTRIBUTED Fiscal Year Ending Percentage of Annual OPEB Employer Annual OPEB Cost Contribution Cost Contributed Net OPEB Obligation December 31, 2012 December 31, 2013 December 31, 2014 Funded Status and Funding Progress 1,122, 304 1,079,076 1,686,166 404,007 878,755 905,974 36 81 54 4,361,460 4,561,781 5,341,973 As of January 1, 2015, the most recent actuarial valuation date, the plan was 0% funded. The actuarial accrued liability for benefits was $29.5 million, and the actuarial value of assets was $0, resulting in an unfunded actuarial accrued liability (UAAL) of $29.5 million and a funded ratio of 0 %. The funded ratio is 0 %, because the City funds benefits on a pay -as- you -go basis. SCHEDULE OF FUNDING PROGRESS (rounded to thousands) Actuarial Actuarial Value Accrued Valuation Date of Assets Liabilities Unfunded Actuarial Accrued Liabilities Funded Covered (UAAL)* Ratio Payroll UAAL as a Percentage of Covered Payroll January 1, 2008 January 1, 2011 January 1, 2014 $0 0 0 $16,103 14,805 21,264 84 $16,103 14,805 21,264 0% 0 0 $581 371 195 4% 3 1 Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, mortality, and healthcare cost trend. Actuarially determined amounts are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. GASB 45 requires that the schedule of funding progress, presented as required supplementary information following the notes to the financial statements, presents multi -year trend information that shows whether the actuarial value of Health Plan assets is increasing or decreasing over time relative to the actuarial accrued liabilities for benefits. Actuarial Methods and Assumptions The basis of projections of benefits for financial reporting purposes is the substantive plan (the Health Plan as understood by the City and members of the Health Plan) and includes the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the City and Members of the Health Plan members to that point. The actuarial methods and assumptions used include techniques that are designed to reduce the effects of short -term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long -term perspective of the calculations. The January 1, 2015 valuation used the entry age normal actuarial cost method. The actuarial assumptions included a 2.75% investment rate of return (net of administrative expenses) and an initial annual healthcare cost trend rate of 9.0% for pre- Medicare expenses, to an ultimate rate of 3.8% after 61 years. The Medicare trend assumption is 6.5 %, to an ultimate rate of 3.8% after 61 years. The dental trend assumption is 5.5 %, to an ultimate rate of 3.5% after 4 years. The Medicare premium trend rate is 5.4% for all years. The long -term care trend rate is 5.0% for all years. The trend for the Excise Tax threshold is 0% until 2018, when a trend rate of 4.24% is used. The trend for all future years after that year is 3.24 %. All trend rates include a 3.0% inflation assumption. The UAAL is amortized as a level dollar amount on a closed basis over 21 years beginning January 1, 2008. The remaining amortization period at December 31, 2015 was 13.0 years. Assumption Rates Actuarial Cost Method Entry Age Normal method. Measurement Date January 1, 2015 Inflation Rate 2.75% Discount Rate (or Investment Return) Selected the assumed discount rate of 2.75% based on the five - year average investment yield on the investments expected to finance the payment of benefits. Healthy Mortality RPH -2014 mortality table (headcount weighted), total dataset, fully generational with mortality improvement scale MP -2014 setback one year for males and set forward one year for females. Disabled Mortality RPH -2014 mortality table (headcount weighted), total dataset, fully generational with mortality improvement scale MP -2014 set forward two years for males and females. Turnover None assumed. All LEOFF 1 actives are fully eligible for retirement. 85 Per Capita Claims Cost Assumed annual per capita claims costs are as follows: Age Medical /Rx Dental Vision LTC 55 $ 21,875 $ 966 $ 181 $ 133 60 28,071 966 181 220 65 15,406 966 181 448 70 16,924 966 181 1,183 75 17,984 966 181 3,028 80 18,348 966 181 6,499 Aging or Morbidity Factors Aging /morbidity factors are included in the per capita claims costs shown above (except dental and vision). Medicare Part B Premium Reimbursements The City reimburses Medicare retirees for Part B premiums. The 2015 annual premium is $1,258.80. Affordable Care Act (ACA) Excise Tax Threshold Ages 55 -64 All Other Single $ 11,850 $ 10,200 ACA Base Premium Assumed annual plan costs upon which the ACA tax calculation is based: Medicare ineligible $ 28,071 Medicare eligible $ 16,557 ACA Tax • We assumed a 40% excise tax rate on premiums above the ACA threshold. • We assumed the City of Tukwila pays no federal taxes. • We assumed the excise tax will apply to medical /Rx and Medicare premium reimbursements. Trend Rates Medical Long -Term Trends* from Getzen SOA Model version 2014_b using baseline assumptions. Excise Pre- Part B Long -Term Tax Year Medicare Medicare Dental Vision Premiums Care Thresh old 2015 9.00% 6.501% 5.5% 4.O% 5.4% 5, { }4, {},[1o`', 2016 7.50% 6.50% 5.O% 4.O% 5.4% 5, { }% 0.00% 2017 6.50% 6.00% 4.5% 4.O% 5.4% 5, { }% 0.00% 2018 5.50% 5.50% 4.0% 4.0% 5.4% 5, { }% 4.24% 2019 5.50% 5.50% 3.5% 3.5% 5.4% 5. {}% 3.24% 2020 5.46% 5.46% 3.5% 3.5% 5.4% 5.0% 3.24% 2021 -2074 - -- - -- 3.5% 3.5% 5.4% 5.0% 3.24% 2075+ 3.80% 3.80% 3.5% 3.5% 5.4% 5.0% 3.24% * The trend rates include assumed inflation of 3% for all future years. The Schedule of Funding Progress, presented as required supplementary information following the notes to the financial statements, provides the multi -year trend information showing whether the actuarial value of plan assets is increasing or decreasing over time relative to the actual. 86 NOTE 11 — LONG -TERM DEBT Governmental Activities Long -Term Debt General Obligation Bonds are direct obligations of the City for which its full faith and credit are pledged. Debt service for voter - approved issues, of which the City has none, would be funded by special property tax levies. Debt service for City Council authorized bonds, also called councilmanic bonds, is funded from regular property taxes, sales taxes, or other general revenues, and is generally paid from debt service funds. The City currently maintains a rating of Al from Moody's Investor Service, AA from Standard & Poor's, and a rating of AA- from Fitch's Rating Service for its General Obligation Bonds. General Obligation Bonds outstanding at year -end are as follows: • 2008 LTGO bonds were issued to refund the remaining debt of the 1999 LTGO bonds. The 1999 LTGO bonds were issued to purchase an additional City Hall Annex (6300 building) and economic revitalization projects. • 2010 LTGO bonds were issued for the construction and realignment of Southcenter Parkway in the Tukwila South Annexation area and for the cost of emergency preparedness capital and other equipment. • 2011 LTGO refunding bonds were issued to refund a portion of the bonds issued in 2003 for the City's Arterial Street program. • 2013 LTGO bonds were issued and the proceeds loaned to the Tukwila Metropolitan Park District to pay for improvements to the pool. • 2014 LTGO bonds were issued to fund the purchase of land acquisition and capital costs of redevelopment activities within the City's Tukwila International Boulevard (TIB) urban renewal area. Special assessment bonds are issued to finance construction of local improvement district (LID) projects and are repaid through assessments collected from property owners benefiting from related improvements. Although the bonds are secured by liens against assessed properties, the City is required under state law to establish a guaranty fund to provide a means of paying LID bond debt service obligations in the event there are insufficient resources in the LID debt service fund. The special assessment bonds are not general obligation debt but the City is obligated in some manner to cover the interest on the bonds. Therefore, the bonds are reported as Special Assessment Debt with Governmental Commitment. Special assessments outstanding at year -end are as follows: • 2013 special assessment bonds LID No. 33 were issued to reimburse the City for a portion of the costs of a major reconstruction of Klickitat and Southcenter Parkway to improve access to the urban center. In December 2014, the City entered into a Line of Credit Agreement with Bank of the West; Limited tax General Obligation Bond Anticipation Note, 2014 (Taxable Non - Revolving Line of Credit). The principal amount, not to exceed $2,250,000, can be used for general City purposes but will be utilized for TIB redevelopment projects in the City's urban renewal area. As of December 31, 2014, no draws occurred against the line of credit. Business -Type Activities Long -Term Debt Revenue bond indebtedness issued to fund proprietary activities is recorded in proprietary funds. Debt service payments are made from operating revenues generated by the proprietary funds. In proprietary funds, bonds are displayed net of unamortized premium or discount; annual interest expense is decreased by amortization of debt premium and increased by the amortization of debt discount. The City currently maintains a rating of Aaa from Moody's Investor Service for debt in this category. 87 Totals $ 16,638,221 $ 4,057,739 $ 6,650,400 $ 4,063,824 $ 6,687,500 $ 2,682,505 $ 40,780,190 State of Washington Public Works Trust Fund Loans are a low interest rate loans available from the State of Washington Department of Commerce, Local Government & Infrastructure Division for qualifying projects and are a direct responsibility of the City. This debt is repaid by proprietary fund revenues. The City is in compliance with all Washington State debt limitation statutes and bond indenture agreements. The schedules that follow summarize the long -term debt transactions of the City for the year ended December 31, 2014. CHANGES IN LONG -TERM LIABILITIES SUMMARY REVENUE PUBLIC WORKS DUE TO OTHER GENERAL SPECIAL BONDS TRUST FUND COMPENSATED OTHER POST EMPLOY- NET PENSION OBLIGATION ASSESSMENT UTILTIES LOANS ABSENCES GOVERNMENTS MENT BENEFITS LIABILITY TOTAL Outstanding 01/01/2014 $ 14,706,009 $ 6,687,500 $ 3,075,000 $ 6,063,071 $ 3,657,270 $ 7,021,600 $ 4,561,781 $ - $ 45,772,232 Added 3,850,000 - 248,516 3,419,713 - 780,192 427,903 8,726,324 Retired /redeemed (1,917,788) - (495,000) (568,721) (3,030,381) (371,200) (6,383,090) Outstanding 12/31/2014 $ 16,638,221 $ 6,687,500 $ 2,580,000 $ 5,742,866 $ 4,046,602 $ 6,650,400 $ 5,341,973 $ 427,903 $ 48,115,465 Add Premiums, Subtract Discounts Total Long -Term Liabilities Debt Service to Maturity 598,443 $ 48,713,908 Following are schedules showing the debt service requirements to maturity for the City's long -term debt, excluding compensated absences. 2015 2016 2017 2018 2019 2020 -2024 2025 -2029 2030 -2034 2035 -2039 1,655,507 $ 1,712,737 1,766,428 1,832,196 1,903,521 5,529,832 1,041,000 1,197, 000 649,801 606,536 550,267 475,211 396,971 1,013,470 261,231 104,253 $ 220,000 $ 165,200 171,600 179,200 184,800 1,032,400 1,254,000 1,541,200 1,902,000 282,485 262,760 255,861 249,088 243,173 1,103, 504 875,353 580,236 211,365 605,000 $ 450,000 450,000 445,000 445,000 2,225,000 2,067,500 346,784 286,005 271,830 257,655 243,638 917,813 358,781 $ 3,759,577 3,483,238 3,465,986 3,438,350 3,417,102 11, 822, 019 5,857,865 3,422,689 2,113, 365 88 Governmental Activities Year Ended December 31 General Obligation Bonds Principal Interest Due to Other Governments Principal Interest Special Assessments Principal Interest Total 2015 2016 2017 2018 2019 2020 -2024 2025 -2029 2030 -2034 2035 -2039 1,655,507 $ 1,712,737 1,766,428 1,832,196 1,903,521 5,529,832 1,041,000 1,197, 000 649,801 606,536 550,267 475,211 396,971 1,013,470 261,231 104,253 $ 220,000 $ 165,200 171,600 179,200 184,800 1,032,400 1,254,000 1,541,200 1,902,000 282,485 262,760 255,861 249,088 243,173 1,103, 504 875,353 580,236 211,365 605,000 $ 450,000 450,000 445,000 445,000 2,225,000 2,067,500 346,784 286,005 271,830 257,655 243,638 917,813 358,781 $ 3,759,577 3,483,238 3,465,986 3,438,350 3,417,102 11, 822, 019 5,857,865 3,422,689 2,113, 365 88 2015 2016 2017 2018 2019 2020 -2024 2025 -2029 2030 -2032 Totals $ 520,000 150,000 155,000 165,000 170,000 970,000 450,000 $ 110,172 91,950 85,950 78,975 71,550 235,575 30,600 $ 571,520 571,520 571,520 571,520 571,520 2,779,427 66,136 39,682 $ 26,440 25,857 22,999 20,142 17,284 43,946 1,984 397 $ 2,580,000 $ 704,772 $ 5,742,846 $ 159,050 $ 1,228,133 839,327 835,469 835,637 830,354 4,028,949 548,720 40,078 $ 9,186, 668 89 Business -Type Activities Year Ended December 31 Revenue Bonds Principal Interest Public Works Trust Fund Loans Principal Interest Total 2015 2016 2017 2018 2019 2020 -2024 2025 -2029 2030 -2032 Totals $ 520,000 150,000 155,000 165,000 170,000 970,000 450,000 $ 110,172 91,950 85,950 78,975 71,550 235,575 30,600 $ 571,520 571,520 571,520 571,520 571,520 2,779,427 66,136 39,682 $ 26,440 25,857 22,999 20,142 17,284 43,946 1,984 397 $ 2,580,000 $ 704,772 $ 5,742,846 $ 159,050 $ 1,228,133 839,327 835,469 835,637 830,354 4,028,949 548,720 40,078 $ 9,186, 668 89 CHANGES IN LONG -TERM LIABILITIES — GOVERNMENTAL FUNDS ITEM Interest OUTSTANDING OUTSTANDING Due Within Rates Maturity Authorized 12/31/2013 ISSUED REDEEMED 12/31/14 One Year GOVERNMENTAL ACTIVITIES: Limited General Obligation (GO) Bonds Payable: 2003 Refunding - TCC,Fire Stn 4.00 -5.00 12/01/14 $ 4,195,000 $ 465,000 $ 2008 Refunding- Streets /Facilities 4.00 -6.00 12/01/19 6,180,000 4,045,000 2010 Streets / Equipment 2.00 -5.41 12/01/24 5,870,000 4,715,000 2011 Refunding Streets (2003 GO 1.25 -4.00 12/01/23 4,620,000 4,580,000 2013 LTGO -MPD Pool Improve 2.00 -4.00 12/01/22 1,000,000 901,009 2014 LTGO -Urban Renewal 0.85 -4.86 12/01/34 3,850,000 - 3,850,000 $ 465,000 595,000 365,000 395,000 97,788 3,450,000 4,350,000 4,185,000 803,221 3,850,000 Total Bonds Payable 25,715,000 14,706,009 3,850,000 Issuance premiums 684,280 1,917,788 16,638,221 121,525 562,755 630,000 380,000 405,000 99,507 141,000 1,655,507 Net Bonds Payable Due to Other Governments 2009 Facility SCORE 2010 ValleyCom Refunding 3.00 -6.62 01/01/39 4.30 -5.75 12/01/15 25,715,000 15,390,290 3,850,000 6,898,800 6,589,600 1,065,000 432,000 2,039,313 17,200,976 1,655,507 Total Due Other Governments 7,963,800 7,021,600 Special Assessment Debt Klickitat Urban Access Project 3.150 - 5.375 01/15/29 Total Special Assessment Debt 6,687,500 6,687,500 6,687,500 6,687,500 159,200 6,430,400 165,200 212,000 220,000 220,000 371,200 6,650,400 385,200 6,687,500 605,000 6,687,500 605,000 Other Post - Employement Benefits Payable (1) 4,561,781 780,192 Net Pension Liability (1) - 427,903 Compensated Absences: 3,337,967 3,171,199 2,769,004 5,341,973 427,903 3,740,162 Total Governmental Funds $ 40,366,300 $ 36,999,138 $ 8,229,294 $ 5,179,517 $ 40,048,915 $2,645,707 (1) Other Post-Emloyrnent Benefits Payable and Net Pension Liability were not reported on this schedule in previous years. Due to Other Governments Valley Communication Center Public Development Authority issued General Obligation bonds in 2000 for a new dispatch facility and refunded the debt in April 2010. The City is contracted to pay 20% of the debt service of these 15 -year bonds that mature in 2015. This debt is paid from the General fund. SCORE Public Development Authority issued General Obligation bonds in 2009 to acquire, construct, improve, and equip a consolidated correctional facility to be located in Des Moines, Washington. The City is contracted to pay 8% of the debt service of these 30 year bonds that mature in 2039. This debt is paid from the General fund. 90 CHANGES IN LONG -TERM LIABILITIES - BUSINESS -TYPE ACTIVITIES ITEM Interest OUTSTANDING OUTSTANDING Due Within Rates Maturity Authorized 12/31/2013 ISSUED REDEEMED 12/31/14 One Year BUSINESS -TYPE ACTIVITIES: Bonds Payable: 1995 Water /Sewer Revenue 4.15 -6.63 02/01/15 $ 4,500,000 $ 730,000 $ - $ 355,000 375,000 $ 375,000 2006 Water /Sewer /SWM Revenue 4.00 -4.50 12/01/26 3,180,000 2,345,000 - 140,000 2,205,000 145,000 Total Bonds Payable 7,680,000 3,075,000 - 495,000 2,580,000 520,000 Unamortized Deferred Credits (Charges): Issuance Premiums - 46,920 11,150 35,770 - Issuance Discounts (1,072) - (989) (82) - Net Bonds Payable 7,680,000 3,120,848 505,161 2,615,687 520,000 Public Works Trust Fund Loans: 2003 Loan -Water /Sewer 0.50 06/01/21 273,870 115,634 14,454 101,180 14,454 2003 Loan- Surface Water 0.50 06/01/21 219,725 92,773 11,598 81,175 11,597 2004 Loan - Water /Sewer 0.50 -2.00 06/01/24 5,016,000 3,001,749 - 272,886 2,728,863 272,886 2004 Loan - Surface Water 0.50 -2.00 06/01/24 684,000 409,329 37,211 372,118 37,212 2004 Loan - Surface Water 1.00 06/01/24 4,196,056 2,443,586 - 222,145 2,221,441 222,144 2014 Loan -Sewer 0.5 06/01/32 - - 248,516 10,426 238,090 13,227 Total Public Works Trust Fund Loans 10,389,651 6,063,071 248,516 568,721 5,742,866 571,520 Compensated Absences: 319,303 248,514 261,377 306,440 16,229 Total Business-Type Activities $ 18,069,651 $ 9,503,222 $ 497,030 $ 1,335,259 $ 8,664,994 $ 1,107,749 TOTAL ALL FUNDS $ 58,435,951 $ 46,502,360 $ 8,726,324 $ 6,514,776 $ 48,713,909 $ 3,753,456 91 LONG -TERM LIABILITIES RECONCILIATION Government Enterprise Balance Funds Funds 12 -31 -14 General obligation bonds $16,638,221 $ $16,638,221 Special assessment bonds $ 6,687,500 - 6,687,500 Revenue bonds - 2,580,000 2,580,000 Public Works Trust Fund loans - 5,742,866 5,742,866 Due to Other Governments 6,650,400 - 6,650,400 Employee leave benefits 3,740,162 306,440 4,046,602 Net Premiums /Discounts 562,755 35,687 598,443 Other Post - Employment Benefits 5,341,973 5,341,973 Net Pension Liability 427,903 427,903 Total long -term debt $40,048,915 $ 8,664,993 $48,713,908 Debt Limit Capacities State law provides that debt cannot be incurred in excess of the following percentages of the value of the taxable property of the City: 1.5% without a vote of the people; 2.5% with a vote of the people; 5.0% with a vote of the people, provided the indebtedness in excess of 2.5% is for utilities; 7.5% with a vote of the people, provided the indebtedness in excess of 5.0% is for parks or open space development. At December 31, 2014, the debt limits for the City were as follows: SUMMARY OF DEBT LIMIT CAPACITIES Item Without a Vote 1.5% With a Vote of the People 2.5% 5.0% 7.5% Legal Limit Outstanding Net Indebtedness $ 75, 811,181 $ 126, 351, 969 $ 252, 703, 937 $ 379, 055, 906 23,177, 573 23,177, 573 23,177, 573 23,177, 573 Margin Available $ 52,633,608 $ 103,174,396 $ 229,526,365 $ 355,878,333 Long -term Liabilities other than debt Claims are paid from one or more funds based on the nature of the transaction. Employees' compensable leave is the City's liability for all unused vacation and sick leave and unpaid overtime accrued by employees and, payable under specified conditions. This obligation is paid only at the time of termination, usually from the same funding source(s) from which the employee's salary or wage compensation was paid. The City does not report a liability for termination benefits because it is not reasonably estimable. Local Improvement District No. 33 Tukwila Urban Access Improvement Project Local Improvement District (LID) No. 33 was formed on November 16, 2009 by Ordinance No. 2260. The project was designed to improve congestion within the City's Urban Center. The project included a partial lid over Southcenter Parkway, removal of conflicting turning movements, and the widening of Southcenter Parkway. 92 Construction for the project began in March 2011 and was completed in October 2011. The project was closed out and accepted as complete by City Council on February 19, 2013. A variety of funding sources were used to pay for the project including federal and state grants, impact fees, City funds, a right -of -way donation, and special assessments. The City chose to fund the project internally, rather than obtain external, short-term financing then apply special assessments to property owners after the project was completed. Fund 104 Arterial Streets, where the project was accounted for, loaned the project funds as needed using a draw method at an interest rate of 1.80 %. This loan was repaid in 2013 when special assessment bonds were issued. The City confirmed the assessment roll with a final assessment of $9,475,894. The prepayment period for the special assessments was open in the fall of 2013 and during that time the City received $2,788,350 in prepayments. Once the prepayment window closed, the City issued bonds for the remaining outstanding assessments in the amount of $6,687,500. From these proceeds, the City deposited $668,750 to the guaranty fund. The first of 15 annual installments for the assessments was due by October 16, 2014. As of December 31, 2014, the amount of LID Special Assessments that were delinquent was $34,211. During 2014, several property owners chose to pay the assessment in full. Because of the additional principal payments received, the City has enough funds in the LID No. 33 funds to meet debt service requirements in 2015. Estimated Arbitrage Rebate The Federal Tax Reform Act of 1986 requires issuers of tax - exempt debt of over $5 million to make payments to the United States Treasury of investment interest received at yields that exceed the issuer's tax - exempt borrowing rates. Payments of arbitrage rebate amounts due under these regulations must be made to the U.S. Treasury every five years. The City's estimated rebatable arbitrage amount as of December 31, 2014 is $0 for its tax - exempt bond issues subject to the Tax Reform Act. NOTE 12 — COMMITMENTS Property Sale Commitment. In December 2014, the City agree to a sell the land parcel commonly known as the Longacre Property for $1.6 million. The sale is contingent upon the suitability of the property as determined by the purchaser. The examination period to determine suitability expires July 1, 2016. Construction Commitments. As of December 31, 2014, the City share of contractual obligations on construction projects total $7,481,806. 93 Governmental Activities Remaining Commitment Interurban Avenue South Cascade View Safe Routes to School Thorndykd Elementary Safe Routes to School City Facilities Needs Assessment & Feasibility 42nd Ave South Road Improvements Boeing Access Road Bridge Rehabilitation South 144th Street Tukwila Urban Center - Pedestrian /Bicyle Bridge Other governmental projects $ 2,505,008 51,900 825,173 161,945 116,614 322,938 99,757 406,719 549,993 Total Governmental Activities $ 5,040,047 Business -Type Activities Projects Remaining Commitment CBD Sewer Rehabilitation EMW South Storm Pipe Replacement Tukwila 205 Levee Certification Andover Park West Other Utility related projects Total Business -Type Activities $ 425,242 1,093,384 434,015 219,754 269,364 $ 2,441,759 Total CIP /Commitments $ 7,481,806 NOTE 13 — POLLUTION REMEDIATION AND OTHER POTENTIAL LITIGATION There are several lawsuits in which the City is involved. The City Attorney estimates that the potential claims against the City to have no material financial impact. The City of Tukwila may share in potential liability under the Comprehensive Environmental Response, Compensation and Liability Act ( "CERCLA ") for sediment contamination within the Lower Duwamish Waterway Superfund site. The Environmental Protection Agency has estimated the total costs to be $342 million with 120 parties sharing in the liability. While it is impossible to accurately estimate the City's potential CERCLA liability at this time, the relatively small size of the City's storm water system within the Lower Duwamish Waterway Superfund site area, as well as the system's recent establishment in 1989, gives reason to the City to believe that its share of the potential liability is not significant and not estimable. NOTE 14 — RISK MANAGEMENT The City of Tukwila is a member of the Washington Cities Insurance Authority (WCIA). Utilizing Chapter 48.62 RCW (self- insurance regulation) and Chapter 39.34 RCW (Interlocal Cooperation Act), nine cities originally formed WCIA on January 1, 1981. WCIA was created for the purpose of providing a pooling mechanism for jointly purchasing insurance, jointly self- insuring, and / or jointly contracting for risk management services. WCIA has a total of 175 Members. New members initially contract for a three -year term, and thereafter automatically renew on an annual basis. A one -year withdrawal notice is required before membership can be terminated. Termination does not relieve a former member from its unresolved loss history incurred during membership. 94 Liability coverage is written on an occurrence basis, without deductibles. Coverage includes general, automobile, police, public officials' errors or omissions, stop gap, and employee benefits liability. Limits are $4 million per occurrence self- insured layer, and $16 million per occurrence in the re- insured excess layer. The excess layer is insured by the purchase of reinsurance and insurance and is subject to aggregate limits. Total limits are $20 million per occurrence subject to aggregate sublimits in the excess layers. The Board of Directors determines the limits and terms of coverage annually. Insurance coverage for property, automobile physical damage, fidelity, inland marine, and boiler and machinery are purchased on a group basis. Various deductibles apply by type of coverage. Property insurance and auto physical damage are self- funded from the members' deductible to $750,000, for all perils other than flood and earthquake, and insured above that amount by the purchase of insurance. In -house services include risk management consultation, loss control field services, claims and litigation administration, and loss analyses. WCIA contracts for the claims investigation consultants for personnel issues and land use problems, insurance brokerage, and lobbyist services. WCIA is fully funded by its members, who make annual assessments on a prospectively rated basis, as determined by an outside, independent actuary. The assessment covers loss, loss adjustment, and administrative expenses. As outlined in the interlocal, WCIA retains the right to additionally assess the membership for any funding shortfall. An investment committee, using investment brokers, produces additional revenue by investment of WCIA's assets in financial instruments which comply with all State guidelines. A Board of Directors governs WCIA, which is comprised of one designated representative from each member. The Board elects an Executive Committee and appoints a Treasurer to provide general policy direction for the organization. The WCIA Executive Director reports to the Executive Committee and is responsible for conducting the day to day operations of WCIA. The City insures its buildings, equipment, and vehicle property insurance with WCIA. They self -fund up to $250,000 with standard property insurance purchased above that amount. Traveler's insures boiler machinery and provides for employee dishonesty coverage. The City of Tukwila has a Risk Management and a Safety Committee to oversee risk management. In addition, the WCIA provides support for a proactive risk analysis program and a loss control manual. There were no significant reductions in insurance coverage in the past year. During the year under audit and in the past three years, no settlement has exceeded insurance coverage. The City self- insures for unemployment benefits. This is budgeted each year and has not exceeded $60,000 per year. This expense is budgeted in the Finance Department within the general fund and no reserves are allocated because of the limited liability and historical cost. The City also self- insures for medical, dental and other health care benefits. A third -party administrator, Healthcare Management Administrators, Inc., provides claims administration. The City has a stop -loss policy with Sun Life Insurance Company, which provides individual limits of $150,000 and a plan limit of $9,045,316 in 2014. Each fund contributes an appropriate amount each year to pay premiums and claims. Liabilities include an actuarially determined amount for claims that have been incurred but not reported (IBNR's) and a contingency reserve equal to 2.5 times the IBNR reserve. The IBNR liability is estimated using actuarial methods. Based on results as well as a review of actual run -out, average lag days of 67.0 days for medical, 20.1 days for pharmacy, 32.6 days for dental, and 53.6 days for vision were selected. Using average lag days and net adjusted paid claims, the IBNR liability was estimated as of June 30, 2014. Next, the estimated IBNR liability as of December 31, 2014 was developed by trending the June 30, 2014 95 estimates to year -end. No explicit margin for claims fluctuations was added because the amount of the reserve in the fund balance is sufficient to cover expected claims fluctuations. Administrative costs were then added. The following table reflects changes in the balances of claims liabilities for 2014 and 2013. SUMMARY OF HEALTH CARE CLAIM LIABILITIES Active Employees Retired Employees LEOFF I ITEM 2014 2013 2014 2013 Claim Liabilities at Beginning of Year Claim expenses: Current year and changes in estimates Claim payments and expenses Claim Liabilities at End of Year $ 1,669,250 $ 1,638,250 $ 214,250 $ 209,500 6,633,199 4,745,675 959,835 817,357 (6,042,449) (4,714,675) (888,335) (812,607) $ 2,260,000 $ 1,669,250 $ 285,750 $ 214,250 NOTE 15 — CHANGE IN ACCOUNTING PRINCIPLE AND PRIOR PERIOD ADJUSTMENTS Change in Accounting Principle. The City of Tukwila recorded a Change in Accounting Principle concerning valuation of inventory in the enterprise funds. Previously, inventory was report for items purchased for resale as well as supplies and small tools used to maintain the City's utility systems. Inventory is now defined as items purchased for resale to external customers or other City departments, or supplies used in normal operations that are considered material in amount. The inventory amount on this year's financial statements reflect only those items that will be resold. There were no material amount on -hand for supplies at year -end. The inventory is valued at average cost using the consumption method and there is a physical inventory count taken annually at year -end. Inventory adjustment is as follows: Water Fund $250,180 Sewer Fund 51,826 Golf Course Fund 206,154 Surface Water Fund 48,379 Total Inventory Adjustment $556,539 Prior Period Adjustments. Prior to 2014, the City recorded all purchases pertaining to the Tukwila Village Redevelopment Project totaling $7,732,514 in Land and $1,736,585 in Construction Work in Progress as capital assets not being depreciated. In 2014, an entry was made to reduce the cost of property by $3,674,099 to net realizable value and reclassify the resulting $5,795,000 property value as redevelopment property held for resale. Since this reduction and reclassification should have occurred in 2012 when the developer agreement was approved, the correction in 2014 has resulted in a prior period adjustment which is reflected as decreases to both the Land and Construction in Progress categories of total capital assets not being depreciated. Additionally, in prior years certain road construction and other repair and maintenance project costs were classified as construction in progress rather than as expense. This resulted in construction in- progress being overstated by $11,679,224 in the governmental funds and $869,657 in the enterprise funds. A recap of the prior period adjustments follows: 96 PRIOR PERIOD ADJUSTMENT RECAP Description of Adjustment Governmental Total Govern- mental Business- Type TOTAL General Fixed Asset Group Facilities Fund Tukwila Village Real Property: Reduce property held for resale to net realizable value $ (3,674,099) $ - $ (3,674,099) $ (3,674,099) Report property held for resale in the acquiring fund, the Facilities fund (5,795,000) 5,795,000 - - Repair and Maintenance Costs: - - Remove repair and maintenance costs from capital assets (11,679,224) (11,679,224) (869,647) (12,548,871) Total Prior Period Adjustment $ (21,148,323) $ 5,795,000 $ (15,353,323) $ (869,647) $ (16,222,970) NOTE 16 — SPECIAL ITEM The City purchased 3 motels in the Tukwila International Boulevard urban renewal area in 2014. The motels were purchased for a total of $3,570,000. The City plans to demolish the motels and hold the property as an investment until sale to a developer. Because assets held for resale cannot be reported at more than the anticipated net realizable value, the City reduced the asset cost by $1,995,000 as a valuation adjustment. This valuation adjustment is reported as a special item on the Statement of Activities and the Statement of Revenues, Expenditures, and Changes in Fund Balances. NOTE 17 - SUBSEQUENT EVENTS On April 14, 2015, the City sold $5,825,000 limited tax general obligation bonds to pay for the rehabilitation of Boeing Access Road Bridge and improvements to Interurban Avenue South including the design and construction of sidewalks and other improvements. The bonds will be repaid over a 20 year period. Other funding sources for these projects include both federal and state grants as well as mitigation payments from developers. As part of the City's Urban Renewal Tukwila International Boulevard Redevelopment Project, the City purchased a motel for $1,240,000 on February 12, 2015. This is the fourth property in the Urban Renewal area that the City has purchased. The City purchased 3 properties in 2014 for a total of $3,570,000 to be sold to a developer in the future. Additionally, the City drew $1,240,000 on January 28, 2015 in connection with an additional property purchase. 97 CITY OF TUKWILA, WASHINGTON SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL GENERAL FUND FOR THE YEAR ENDED DECEMBER 31,2014 Original Final Budget Budget (Gaap Basis) (Gaap Bais) Actual Results Variance With Final Budget Pos itive (Negative) REVENUES: Taxes $ 40,531,227 $ 40,928,467 $ 42,219,026 $ 1,290,559 Licenses and permits 1,946,189 1,946,189 2,114,638 168,449 Intergovernmental 4,431,126 5,194,126 5,307,861 113,735 Charges for services 2,434,606 2,532,366 2,553,690 21,324 Fines and Foreitures 234,829 234,829 264,934 30,105 Investment earnings 147,573 147,573 130,859 (16,714) Miscellaneous 122,318 122,318 144,678 22,360 Total Revenues 49,847,868 51,105,868 52,735,687 1,629,819 EXPENDITURES: Current: General Government 7,524,598 7,760,615 7,146,957 613,658 Public Safety 26,591,487 27,144,970 27,204,740 (59,770) Physical environment 2,024,753 1,794,753 1,789,658 5,095 Transportation 2,910,132 2,910,132 2,605,602 304,530 Economic environment 3,783,890 3,855,890 3,662,211 193,679 Culture and recreation 3,706,321 3,827,021 3,808,476 18,545 Capital outlay 161,540 672,540 407,400 265,140 Total Expenditures 46,702,721 47,965,921 46,625,044 1,340,877 Excess Of Revenues And Expenditures 3,145,147 3,139,947 6,110,644 2,970,697 OTHER FINANCING SOURCES (USES): Bond proceeds Transfers in Transfers out Total Other Financing Sources And Uses Net change in fund balances Fund balances - beginning Fund balances - beginning as restated Fund Balances - Ending 121,457 121,457 - (121,457) 6,555,000 6,555,000 1,000,000 (5,555,000) (8,671,650) (8,492,050) (6,900,080) 1,591,970 (1,995,193) (1,815,593) (5,900,080) (4,084,487) 1,149, 954 8,385,069 8,385,069 1,324,354 10,660,069 10,660,069 210,564 (1,113,791) 17,285,986 6,625,917 17,285,986 6,625,917 $ 9,535,023 $ 11,984,423 $ 17,496,550 $ 5,512,126 99 CITY OF TUKWILA, WASHINGTON SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL METROPOLITAN PARK DISTRICT SPECIAL REVENUE FUND FOR THE YEAR ENDED DECEMBER 31,2014 Original Final Budget Budget (Gaap Basis) (Gaap Bais) Actual Results Variance With Final Budget Positive (Negative) REVENUES: Taxes $ 704,395 $ 704,395 $ 698,279 $ (6,116) Intergovernmental 30,000 30,000 24,001 (5,999) Charges for services 248,310 248,310 218,662 (29,648) Miscellaneous (9,000) (9,000) 12,781 21,781 Total Revenues 973,705 973,705 953,722 (19,983) EXPENDITURES: Current: Culture and recreation Debt service: Interest Capital outlay 685,085 685,085 35,249 35,249 709,100 (24,015) 34,936 313 3,728 (3,728) Total Expenditures 720,334 720,334 747,765 (27,431) Excess Of Revenues And Expenditures 253,371 253,371 205,957 (47,414) OTHER FINANCING SOURCES (USES): Transfers out (80,000) Total Other Financing Sources And Uses (80,000) Net change in fund balances 173,371 253,371 205,957 (47,414) Fund balances - beginning 440,537 440,537 (1,566,175) (2,006,712) Fund Balances - Ending $ 613,908 $ 693,908 $ (1,360,218) $ (2,054,126) 100 NOTES TO REQUIRED SUPPLEMENTARY INFORMATION The City of Tukwila budgets its funds in accordance with the Revised Code of Washington 35A.33. In compliance with the code, biennial budgets are adopted for the general fund and special revenue funds. For governmental funds, there are no substantial differences between the budgetary basis and generally accepted accounting principles. Budgetary accounts are integrated in fund ledgers for all budgeted funds, but the financial statements include budgetary comparisons for biennially budgeted governmental funds only. Budgets established for proprietary and fiduciary funds are "management budgets" and are not legally required to be reported and, as such, are not reported in the CAFR. The biennial appropriated budgets are adopted at the fund level and the budgets constitute the legal authority for expenditures at that level. Subsidiary revenue and expenditure records are used to compare the budgeted amounts with actual revenues and expenditures. As a management control device, the subsidiary ledgers monitor expenditures for individual functions and activities by object class. Any unexpended appropriation balances lapse at the end of the biennium. The City of Tukwila's budget procedures are mandated by RCW 35A.33. The steps in the budget process are as follows: 1) Prior to November 1 on even numbered years, the Mayor submits a proposed budget to the City Council. This budget is based on priorities established by the Council and estimates provided by the City departments during the preceding months, and balanced with revenue estimates made by the Mayor. 2) The City Council conducts public hearings on the proposed budget in November and December. 3) The Council makes its adjustments to the proposed budget and adopts by ordinance a final balanced budget no later than December 31. 4) The final operating budget as adopted is published and distributed within the first month of the following year. Copies of the budget are made available to the public. The City Council must approve by ordinance any amendments that increase the total for the fund. Budget amounts presented in the basic financial statements include both the original amounts and the final amended budget as approved by the City Council. Expenditure Categories General Government Public Safety Physical Environment Transportation Economic Environment Includes administration, finance, municipal court, attorney, and city clerk activities. Includes all police and fire activities. Includes expenditures for the public works activities not chargeable to the enterprise funds. Includes all street and arterial street maintenance and construction. Reflects the planning and building inspection activities. The information presented in the following required schedules was determined as part of the actuarial valuations at the dates indicated. 101 FIREMEN'S PENSION TRUST FUND SCHEDULE OF FUNDING PROGRESS (Rounded to thousands) Actuarial Actuarial Value Valuation Date of Assets Actuarial Accrued Liabilities Unfunded Actuarial Accrued Liabilities (UAAL) Funded Covered Ratio Payroll UAAL as a Percentage of Covered Payroll January 1, 2005 January 1, 2007 January 1, 2009 January 1, 2011 January 1, 2013 January 1, 2014* $1,265 1,336 1,445 1,430 1,416 1,409 $1,182 1,310 1,610 1,582 1,296 1,853 * January 1, 2014 change in actuary and adoption of GASB 67 ($83) (26) 165 152 (120) 444 107% 102 90 90 109 76 $608 463 442 0 0 0 N/A N/A 37 N/A N/A N/A Schedule of Changes in the City's Net Pension Liability and Related Ratios J Total Pension Liability 2014 Service Cost Interest Changes of benefit terms Differences between expected and actual experience Changes in assumptions Benefit payments, included refunds of employee contributions Net change in total pension liability Total pension liability — beginning Total pension liability — ending (a) 50,098 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (61,863) (11,764) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : 1,852,693 1,840,929 Plan Fiduciary Net Position Contributions — employer Contributions — employee Net investment income Benefit payments, including refunds of employee contributions Administrative expense Other Net change in plan fiduciary net position 102 64,114 1,805 (61,863) 4,056 Plan fiduciary net position — beginning Plan fiduciary net position — ending (b) : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . City's net pension liability — ending (a) — (b) Plan fiduciary net position as a percentage of the total pension liability Covered- employee payroll City's net pension liability as a percentage of covered - employee payroll Notes to schedule: 1,408,970 1,413,026 427,903 76.76% n/a The following assumptions were changed as of 1/1/2014: discount rate changed to 2.75 %, salary increases changed to 3.75 %, CPI changed to 2.75 %, mortality tables updated to RP -2014 with Scale MP -2014 projections. These changes to assumptions and experience differences increased liabilities approximately $567,000. GASB 67, Financial Reporting for Pension Plans, was adopted as of January 1, 2014, therefore liabilities were fresh - started at this date. SCHEDULE OF EMPLOYER CONTRIBUTIONS Fiscal Year Ending Statutorily Determined Contribution Less: Contributions in Relation to the Statutorily Determined Contribution Contribution Deficiency (Excess) Covered Employee Payroll Contribution as a Percentage of Covered Employee Payroll December 31, 2005 December 31, 2006 December 31, 2007 December 31, 2008 December 31, 2009 December 31, 2010 December 31, 2011 December 31, 2012 December 31, 2013 December 31, 2014 $ 40,983 $ 45,951 50,555 52,571 48,537 49,989 54,865 52,249 56,962 64,114 52,571 45,951 50,555 52,571 48,537 49,989 54,865 52,249 56,962 64,114 Notes to Schedule: Contributions are a portion of State Fire Insurance Premiums. $ - $ n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a Schedule of Investment Returns 2014 2013 201 2 2011 Annual money- weighted rate of return, net of 0.13% investment expense 103 0.17% 0.20% 0.12% Notes to Schedule: Ten -year schedule required. However, until a full 10 -year trend is compiled, information is presented for those years where information is available. The key actuarial assumptions used for the January 1, 2015 valuation were: Assumption Rates Actuarial Valuation Date January 1, 2015 Actuarial Cost Method I Asset Valuation Method : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Measurement Date : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entry Age : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Fair Market Value : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . January 1, 2015 I We based the long -term expected rate of return on pension plan investments assumption on the nature and mix of Discount Rate (or Investment Return) current and expected pension plan assets over a period of time representative of the expected length of time between the first day of service and date of the last benefit payment. The rate of 2.75% was selected. Cost of Living 2.75 %, based on SSA OASDI 2014 report. Salary Increases (for calculated benefit increases based on rank) Healthy Mortality 3.75 %, based on SSA OASDI 2014 report. RP -2014 mortality table, total dataset, fully generational with mortality improvement scale MP -2014 setback one year for males and set forward one year for females. RP -2014 mortality table, total dataset, fully generational with Disabled Mortality mortality improvement scale MP -2014 set forward two years for males and females. Spouse Age 1 We assumed that wives are three years younger than husbands. Under the Firemen's Pension Trust fund, most adjustments are based on the change in salary for the rank of members held at retirement or based on the Consumer Price Index. Adjustments are determined in accordance with RCW 41.18.150, RCW 41.20 and RCW 41.26 104 RETIREE MEDICAL AND LONG -TERM CARE BENEFITS FOR LEOFF 1 EMPLOYEES SCHEDULE OF FUNDING PROGRESS (Rounded to thousands) Actuarial Actuarial Value Accrued Valuation Date of Assets Liabilities Unfunded Actuarial Accrued Liabilities (UAAL)* UAAL as a Funded Covered Percentage of Ratio Payroll Covered Payroll January 1, 2008 January 1, 2011 January 1, 2014 January 1, 2015 $0 0 0 0 $16,103 14,805 21,264 29,538 $16,103 14,805 21,264 29,538 0% 0 0 0 SCHEDULE OF EMPLOYER CONTRIBUTIONS $581 371 195 132 Fiscal Employer Year Ending Contributions Annual Required Contributions Percentage of (ARC) ARC Contributed December 31, 2009 December 31, 2010 December 31, 2011 December 31, 2012 December 31, 2013 December 31, 2014 $335, 265 317,771 335,090 404,007 878,755 905,974 $1,366,284 1,366,284 1,264,522 1,264,522 1,264,522 1,903,679 25% 23 26 32 69 48 RETIREE MEDICAL AND LONG -TERM CARE BENEFITS FOR LEOFF 1 EMPLOYEES 4% 3 1 0 Assumption Rates Actuarial Cost Method Entry Age Normal method. Measurement Date January 1, 2015 Discount Rate (or Investment Return) Selected the assumed discount rate of 2.75% based on the five - year average investment yield on the investments expected to finance the payment of benefits. Healthy Mortality RPH -2014 mortality table (headcount weighted), total dataset, fully generational with mortality improvement scale MP -2014 setback one year for males and set forward one year for females. Disabled Mortality RPH -2014 mortality table (headcount weighted), total dataset, fully generational with mortality improvement scale MP -2014 set forward two years for males and females. 105 Turnover None assumed. All LEOFF 1 actives are fully eligible for retirement. Per Capita Claims Cost Assumed annual per capita claims costs are as follows: Age Medical /Rx Dental Vision LTC 55 $ 21,875 $ 966 $ 181 $ 133 60 28,071 966 181 220 65 15,406 966 181 448 70 16,924 966 181 1,183 75 17,984 966 181 3,028 80 18,348 966 181 6,499 Aging or Morbidity Factors Aging /morbidity factors are included in the per capita claims costs shown above (except dental and vision). Medicare Part B Premium Reimbursements The City reimburses Medicare retirees for Part B premiums. The 2015 annual premium is $1,258.80. Affordable Care Act (ACA) Excise Tax Threshold Ages 55 -64 All Other Single $ 11,850 $ 10,200 ACA Base Premium Assumed annual plan costs upon which the ACA tax calculation is based: Medicare ineligible $ 28,071 Medicare eligible $ 16,557 ACA Tax • We assumed a 40% excise tax rate on premiums above the ACA threshold. • We assumed the City of Tukwila pays no federal taxes. • We assumed the excise tax will apply to medical /Rx and Medicare premium reimbursements. Trend Rates Medical Long -Term Trends* from Getzen SOA Model version 2014_b using baseline assumptions. Excise Pre- Part B Long -Term Tax Year Medicare Medicare Dental Vision Premiums Care Threshold 2015 9. {H}% 6.50°;; 5.5% 4.0% 5.4% 5. { }% 0.40% 2016 7.50% 6.50% 5.0% 4.0% 5.4% 5.0% 0.00% 2017 6.50% .00% 4.5% 4.0% 5.4% 5.0% 0.00% 2018 5.50% 5.50 4.0% 4.0% 5.4% 5.0% 4.24% 2019 5.50% 5.50% 3.5% 3.5% 5.4% 5.0% 3.24% 202[} 5.46% 5.46% 3.5% 3.5% 5.4% 5.0% 3.24% 2021 -2074 _ -- - -- 3.5% 3.5% 5.4% 5.0% 3.24% 2075+ 3.80% 3.8(J% 3.5% 3.5% 5.4% 5.0% 3.2 .4% The trend rates include assumed inflation of 3% for all future years. 106 NON -MAJOR GOVERNMENTAL FUNDS The City has three types of non -major governmental funds: Special Revenue Funds Special Revenue Funds are established to account for proceeds of specific taxes or other specific revenue sources that are legally restricted to expenditures for particular purposes. This revenue is segregated into individual Special Revenue Funds to classify expenditures for specified purposes. Debt Service Funds Debt Service Funds are used to account for payment of principal and interest on general obligation long -term debt. The City maintains Debt Service Funds to provide debt service payments on General Obligation Bonds both voted and councilmanic. Capital Projects Funds Capital Projects Funds account for the acquisition or development of major capital facilities, except those projects financed by proprietary funds. Sources of revenue to these funds include general obligation bond proceeds, federal and state grants, general property taxes, real estate excise taxes, sales taxes, interest earnings, and transfers from other funds. 107 CITY OF TUKWILA, WASHINGTON COMBINING BALANCE SHEET NON -MAJOR GOVERNMENT FUNDS DECEMBER 31, 2014 Total Total Total Total Special Revenue Debt Service Capital Projects Governmental Funds Funds Funds Funds ASSETS: Cash and cash equivalents $ 502,966 $ 673,804 $ 3,405,074 $ 4,581,844 Receivables: Taxes 75,021 - 42,831 117,852 Customer accounts 95,679 - - 95,679 Due from other governmental units - 213,215 213,215 Current assets restricted: Cash and cash equivalents 21,054 - - 21,054 Total Assets $ 694,719 673,804 3,661,120 5,029,643 LIABILITIES AND FUND BALANCES: Current liabilities Acoounts payable 41,900 - 254,672 296,572 Accrued wages and benefits 15,187 - 6,883 22,070 Customer deposit - - 14,459 14,459 Total Liabilities 57,087 - 276,014 333,101 Fund balances: Restricted 637,632 668,849 2,455,219 3,761,700 Assigned - 4,955 929,886 934,841 Total Fund balances 637,632 673,804 3,385,106 4,696,541 Total Liabilities and Fund Balances $ 694,719 $ 673,804 $ 3,661,120 $ 5,029,643 108 CITY OF TUKWILA, WASHINGTON COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NON -MAJOR GOVERNMENT FUNDS FOR THE YEAR ENDED DECEMBER 31, 2014 Total Special Revenue Funds Total Debt Service Funds Total Capital Projects Funds Total Governmental Funds REVENUES: TAXES: Taxes Intergovernmental Charged for services Investment earnings Miscellaneous Total Revenues EXPENDITURES: Current: General government Economic environment Physical environment Public safety CULTURAL AND RECREATION Debt service Principal Interest Capital Outlay Total Expenditures Execs (deficiency) of revenues Over (Under) Expenditures OTHER FINANCING SOURCES (USES): Transfers in Total Other Financing Sources And Uses Net change in fund balances Fund balances - beginning Fund Balances - Ending $ 596,781 $ 6,500 834,137 587 56,089 1,494,094 1,564,621 49,572 32,825 1,647,018 61,825 298 62,123 2,288,988 926,521 3,215,510 $ 431,680 774,571 66,862 3,655 1,276,768 110,851 18,335 163,075 1,424,223 1,716,484 $ 1,028,462 842,896 900,999 4,541 56,089 2,832,986 (152,923) (3,153,386) (152,923) 790,555 $ 637,632 $ 3,150, 080 3,150,080 (439,716) 300,000 110,851 1,564,621 18,335 49,572 163,075 2,288,988 926,521 1,457,047 6,579,011 (3,746,025) 300,000 (3,306) 677,110 673,804 3,450,080 3,450,080 (139,716) (295,945) 3,524,822 4,992,487 $ 3,385,106 $ 4,696,541 109 110 NON -MAJOR GOVERNMENTAL FUNDS Special Revenue Funds Special Revenue Funds are established to account for proceeds of specific taxes or other specific revenue sources that are legally restricted to expenditures for particular purposes. This revenue is segregated into individual Special Revenue Funds to classify expenditures for specified purposes. Hotel /Motel Tax Fund Established to account for the proceeds of a special excise tax on the sale of or charge made for the furnishing of lodging that is subject to tax under Chapter 82.08 RCW. The tax applies to lodging by hotel, rooming house, tourist court, motel or trailer camp. Proceeds from this tax may only be used to promote tourism. Drug Seizure Fund Established to account for the yearly accumulation of drug seizure revenues and related expenditures. 111 CITY OF TUKWILA, WASHINGTON COMBINING BALANCE SHEET NON -MAJOR SPECIAL REVENUE FUNDS DECEMBER 31, 2014 Hotel /Motel Tax Drug Seizure Total Special Revenue Funds ASSETS: Cash and cash equivalents Receivables: Current taxes receivables Customer Accounts Current Assets Restricted: Cash and cash equivalents Total Assets $ 431,858 $ 71,108 $ 502,966 75,021 75,021 95,679 - 95,679 21,054 21,054 602,558 92,161 694,719 LIABILITIES AND FUND BALANCES: Accounts payable Accrued w ages and benefits Total Liabilities 11,526 15,187 26,714 30,374 41,900 15,187 30,374 57,087 Fund balances: Restricted 575,844 61,787 637,632 Total Fund Balances 575,844 61,787 637,632 Total Liabilities and Fund Balances $ 602,558 $ 92,161 $ 694,719 112 CITY OF TUKWILA, WASHINGTON COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NON -MAJOR SPECIAL REVENUE FUNDS FOR THE YEAR ENDED DECEMBER 31, 2014 Total Special Revenue Hotel /Motel Tax Drug Seizure Funds REVENUES: Taxes $ 596,781 $ - $ 596,781 Intergovernmental 6,500 6,500 Charges for services 834,137 - 834,137 Investment earnings 555 32 587 Miscellaneous 8,580 47,509 56,089 Total Revenue 1,440,053 54,042 1,494,094 EX PENDITURES: Current: Public safety Economic environment 1,564,621 Debt service: - Capital outlay 14,533 Total Expenditures 1,579,154 Excess (deficiency) of revenues Over (Under) Expenditures (139,101) Net change in fund balances (139,101) 49,572 18,292 67,864 (13,822) Fund balances - beginning 714,946 Fund Balances - ending $ 575,844 $ (13,822) 75,609 61,787 $ 49,572 1,564,621 32,825 1,647,018 (152,923) (152,923) 790,555 637,632 113 114 NON -MAJOR GOVERNMENTAL FUNDS Debt Service Funds Debt Service Funds are used to account for payment of principal and interest on general obligation long -term debt. The City maintains Debt Service Funds to provide debt service payments on General Obligation Bonds both voted and councilmanic. Local Improvement District Guaranty Fund The City is required under state law to establish a guaranty fund to provide a means of paying LID bond debt service obligations in the event there are insufficient resources in the LID debt service fund. Limited Tax G.O. Refunding 2003 This fund provides payment to the Fiscal Agent for principal and interest payments required per the debt service schedule for the refunded Limited Tax G.O. 1994 Bonds for the construction of a new Community Center and replacement Fire Station. Revenues are provided by allocation of sales tax proceeds. Limited Tax G.O. Refunding 2008 This fund provides payment to the Fiscal Agent for principal and interest payments required per the debt service schedule for the refunded Limited Tax G.O. 1999 Bonds for the purchase of an additional City Hall Annex and economic revitalization projects. Revenues are provided by allocation of sales tax proceeds. Limited Tax G.O. 2009A, Taxable Build America Bonds 2009B This fund provides payment to the Fiscal Agent for principal and interest payments required per the debt service schedule for the City's portion of the construction of a correctional facility along with six other cities. Limited Tax G.O. Bonds, 2010A, Taxable Build America Bonds 2010B This fund provides payment to the Fiscal Agent for principal and interest payments required per the debt service schedule for bonds issued for the construction and realignment of Southcenter Parkway in the Tukwila South Annexation area and for the cost of emergency preparedness capital and other equipment. Limited Tax G.O. Refunding 2010 This fund provides payment to Valley Communications Center for principal and interest on bonds issued in April 2010 to refund bonds that were originally issued in 2000 to pay for the new Valley Communications Center. This debt reflects Tukwila's share with four other cities. Each of the five cities is responsible for one -fifth of the annual debt service. Limited Tax G.O. Refunding 2011 This fund provides payment to the Fiscal Agent for principal and interest on bonds issued in December 2011 to refund a portion of the bonds that were originally issued in 2003 for the City's Arterial Street program. Limited Tax G.O. 2013 This fund provides payment to the Fiscal Agent for principal and interest on bonds issued in November 2013. The proceeds were loaned to the Tukwila Metropolitan Park District to pay for improvements to the pool. 115 CITY OF TUKWILA, WASHINGTON COMBINING BALANCE SHEET NON -MAJOR DEBT SERVICE FUNDS DECEMBER 31, 2014 Special LTGO LTGO Score LTGO Bonds Valley Com LTGO LTGO Assesment Refunding Refunding LTGO 2010** LTGO Refunding Bonds Bonds Bonds 2003 Bonds 2008 Bonds Refunding Bonds 2011 2013 Guaranty (Ref 1999) (Ref 1999) 2009* Bonds 2010 (Ref 2003) Fund 2013 (Ref 2000) Total Nonmajor Debt Service Funds ASSETS: Cash and cash equivalents TOTAL ASSETS LIABILITIES AND FUND BALANCES: Total Liabilities $ 669,147 $ 195 $ 416 $ 2 $ 2,710 $ 794 $ 539 $ - $ 673,804 669,147 195 416 2 2,710 794 539 - 673,804 Fund balances: Restricted 668,849 - - 668,849 Assigned 298 195 416 2 2,710 794 539 - 4,955 Total Fund Balances 669,147 195 416 2 2,710 794 539 673,804 Total Liabilities and Fund Balances $ 669,147 $ 195 $ 416 $ 2 $ 2,710 $ 794 $ 539 $ - $ 673,804 Limited Tax GO Bonds 2009A also includes Lirrited Tax GO Bonds 2009B Limited Tax GO Bonds 2010A also includes Taxable Build America Bonds 2010B 116 CITY OF TUKWILA, WASHINGTON COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NON -MAJOR DEBT SERVICE FUNDS FOR THE YEAR ENDED DECEMBER 31, 2014 Special LTGO LTGO Score LTGO LTGO Bonds Valley Com LTGO LTGO Bonds Total Assessment Refunding Refunding Bonds 2010** LTGO Refunding 2013 Nonnrajor Bonds Guaranty Bonds 2003 Bonds 2008 2009* Refunding Bonds 2011 Debt Service Fund 2013 (Ref 1994) (ref 1999) Bonds 2010 (Ref 2003) Funds (Raf 20061 REVENUES: Intergovernmental Investment earnings Total revenues $ - $ - $ - $ - $ 61,825 $ - $ - $ - $ 61,825 298 - - 298 298 61,825 - 62,123 EXPENDITURES: Debt service Principal 465,000 595,000 159,200 365,000 212,000 395,000 97,788 2,288,988 Interest - 23,250 217,000 282,551 218,425 17,280 152,675 15,342 926,522 Total Expenditures 488,250 812,000 441,751 583,425 229,280 547,675 113,130 3,215,511 Excess (deficiency) of revenues Over (Under) Expenditures 298 (488,250) (812,000) (441,751) (521,600) (229,280) (547,675) (113,130) (3,153,387) OTHER FINANCING SOURCES (USES): Transfers in 488,250 812,000 440,300 518,400 230,000 548,000 113,130 3,150,080 Total Other Financing Source And Uses 488,250 812,000 440,300 518,400 230,000 548,000 113,130 3,150,080 Net change in fund balances 298 (1,451) (3,200) 720 325 - (3,307) Fund balances - beginning 668,849 195 416 1,453 5,910 74 214 - 677,110 Fund Balances - Ending $ 669,147 $ 195 $ 416 $ 2 $ 2,710 $ 794 $ 539 $ $ 673,803 * Limited Tax GO Bonds 2009A also includes Limited Tax GO Bonds 2009B ** Lirrited Tax GO Bonds 2010A also includes Taxable Build America Bonds 2010B 117 118 NON -MAJOR GOVERNMENTAL FUNDS Capital Projects Funds Capital Projects Funds account for the acquisition or development of major capital facilities, except those projects financed by proprietary funds. Sources of revenue to these funds include general obligation bond proceeds, federal and state grants, general property taxes, real estate excise taxes, sales taxes, interest earnings, and transfers from other funds. Street Established in accordance with RCW 35A.37.010 to account for maintenance and improvement of the City's street and traffic control systems. Major sources of support are general tax revenues and the State - levied tax on motor vehicle fuels distributed to Tukwila, to be used for City Street purposes. Land Acquisition, Recreation, and Park Development This fund is to be used for the acquisition of land, development of land, and construction of park facilities. Street, utility, golf course improvements, or general government facilities improvements are not included in this fund. General Government Improvements This fund was established in 1992 to provide funding for minor capital improvements not related to parks, land acquisition, or major building replacements. Fire Improvements This fund is to be used for the acquisition of land, development of land, and construction of fire facilities. Source of revenue from this fund comes primarily from fire impact fees. 119 CITY OF TUKWILA, WASHINGTON COMBINING BALANCE SHEET NON -MAJOR CAPITAL PROJECTS FUNDS DECEMBER 31, 2014 Land ACQ. General Total Nonmajor Residential Rec & Park Government Fire Capital Project Street Development Improvements Improvements Funds ASSETS: Cash and cash equivalents $ 1,175,916 $ 1,293,747 $ 430,911 $ 504,500 $ 3,405,074 Receivables: Taxes 42,831 - - 42,831 Due from other governmental units 115,233 97,982 - 213,215 Total Assets 1,333,980 1,391,728 430,911 504,500 3,661,120 LIABILITIES AND FUND BALANCES: Current payables: Accounts payables 153,989 89,076 11,608 - 254,672 Accrued wages and benefits 2,866 473 3,543 - 6,883 Customer deposit 12,832 - 1,627 - 14,459 Total Liabilities 169,687 89,549 16,778 - 276,014 Fund balances: Restricted 832,875 1,117,845 504,500 2,455,219 Assigned 331,418 184,335 414,133 - 929,886 Total Fund Balace 1,164,293 1,302,180 414,133 504,500 3,385,106 Total Liabilities and Fund Balances $ 1,333,980 $ 1,391,728 $ 430,911 $ 504,500 $ 3,661,120 120 CITY OFTUKWILA, WASHINGTON COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NON -MAJOR CAPITAL PROJECTS FUNDS FOR THE YEAR ENDED DECEMBER 31, 2014 Land ACQ. General Total Nonmajor Residential Rec & Park Government Fire Capital Projects Street Development Improvements Improvements Funds REVENUES: Taxes Charges for services Intergovernmental Investment earnings Total Revenues EXPENDITURES: Current: General government Physical environment Culture and recreation Capital Outlay Total Expenditures 685,954 1,418 687,372 $ 431,680 $ 88,617 1,400 521,697 421 421 $ $ 431,680 66,862 66,862 774,571 416 3,655 67,278 1,276,768 110,851 - 110,851 11,398 6,937 - 18,335 163,075 - - 163,075 1,039,035 264,933 120,254 - 1,424,223 1,039,035 439,407 238,042 - 1,716,484 Exces (deficiency) of revenues Over (Under) Expenditures (351,663) 82,290 (237,621) 67,278 (439,716) OTHER FINANCING SOURCES (USES): Transfers in 100,000 200,000 Total Other Financing Sources And Uses 100,000 200,000 - Net change in fund balances (251,663) 82,290 (37,621) 67,278 300,000 300,000 (139,716) Fund balances - beginning 1,415,955 1,219,890 451,755 437,222 3,524,822 Fund Balances - ending $ 1,164,293 $ 1,302,180 $ 414,133 $ 504,500 $ 121 3,385,106 CITY OF TUKWILA, WASHINGTON SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL LOCAL IMPROVEMENT DISTRICT #33 DEBT SERVICE FUND FOR THE YEAR ENDED DECEMBER 31,2014 Original Final Budget Budget (Gaap Basis) (Gaap Bais) Actual Results Variance With Final Budget Positive (Negative) REVENUES: Special assessment $ 600,000 $ 600,000 $ 701,723 $ 101,723 Investment earnings 248,400 248,400 338,950 90,550 Miscellaneous - - 1,352 1,352 Total Revenues 848,400 848,400 1,042,024 193,624 EXPENDITURES: Debt service: Principal Interest 600,000 600,000 600,000 248,400 248,400 - 248,400 Total Expenditures 848,400 848,400 848,400 Excess Of Revenues And Expenditures 1,042,024 1,042,024 Net change in fund balances - 1,042,024 1,042,024 Fund balances - beginning Fund Balances - Ending $ - $ - $ 1,042,024 $ 1,042,024 122 CITY OF TUKWILA, WASHINGTON SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL ARTERIAL STREET CAPITAL PROJECT FUND FOR THE YEAR ENDED DECEMBER 31, 2014 Original Final Budget Budget (Gaap Basis) (Gaap Basis) Actual Results Variance With Final Budget Positive (Negative) REVENUES: Taxes $ 281,000 $ 281,000 $ 496,017 $ 215,017 Intergovernmental 18,862,000 16,412,000 8,123,368 (8,288,632) Charges for services - - 165,181 165,181 Investment earnings - - 3,653 3,653 Micellaneous 80,000 538,000 139,494 (398,506) Total Revenues EXPENDITURES: Current: Transportation Capital ourlay 19,223,000 17,231,000 8,927,713 (8,303,287) 25,212,291 25,500 3,214,999 (3,189,499) 26, 574, 791 8,282,737 18, 292, 054 Total Expenditures 25,212,291 26,600,291 11,497,736 15,102,555 Excees (deficiency) of revenues Over (Under) Expenditures (5,989,291) (9,369,291) (2,570,023) 6,799,268 OTHER FINANCING SOURCES (USES): Transfers in 1,850,000 1,850,000 2,850,000 1,000,000 Transfers out - - General obligation bonds proceeds 3,920,000 5,900,000 (5,900,000) Total Other Financing Sources And Uses 5,770,000 7,750,000 2,850,000 (4,900,000) Net change in fund balances (219,291) (1,619,291) 279,977 1,899,268 Fund balance - beginning 311,395 2,781,395 1,095,535 (1,685,860) Fund Balances - Ending $ 92,104 $ 1,162,104 $ 1,375,512 $ 213,408 123 CITY OF TUKWILA, WASHINGTON SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL FACILITIES CAPITAL PROJECT FUND FOR THE YEAR ENDED DECEMBER 31,2014 Original Final Budget Budget (Gaap Basis) (Gaap Bais) Actual Results Variance With Final Budget Pos itiv e (Negative) REVENUES: Investment earnings Miscellaneous Total Revenues EXPENDITURES: Current: General Government Capital outlay Total Expenditures Excess Of Revenues And Expenditures OTHER FINANCING SOURCES (USES): Sales of capital assets Bond proceeds Transfers out Total Other Financing Sources And Uses Net change in fund balances before special item Special item Net change in fund balances after special item Fund balances - beginning Prior period adjustment Fund balances - beginning as restated Fund Balances - Ending $ 5,602 $ 5,602 $ 1,216 $ (4,386) 5,602 5,602 1,216 (4,386) 10,000 10,000 10,000 10,000 247,365 (247,365) 10,000 247,365 (237,365) (4,398) (4,398) (246,149) (241,751) 4,355,000 4,355,000 - (4,355,000) - - 3,850,000 3,850,000 (4,355,000) (4,355,000) (1,000,000) 3,355,000 - - 2,850,000 2,850,000 (4,398) (4,398) 2,603,851 2,608,249 (1,995,000) (1,995,000) (4,398) (4,398) 608,851 613,249 1,415,602 1,415,602 1,902,602 487,000 5,795,000 5,795,000 1,415,602 1,415,602 7,697,602 6,282,000 $ 1,411,204 $ 1,411,204 $ 8,306,453 $ 6,895,249 124 CITY OF TUKWILA, WASHINGTON SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL HOTEL /MOTEL TAX SPECIAL REVENUE FUND FOR THE YEAR ENDED DECEMBER 31, 2014 Variance With Original Final Final Budget Budget Bduget Actual Positive (Gaap Basis) (Gaap Basis) Results (Negative) REVENUES: Taxes: Taxes $ 565,000 $ 565,000 $ 596,781 $ 31,781 Charges for services 838,550 853,550 834,137 (19,413) Investment earnings 1 ,766 1,766 555 (1,211) Miscellaneous 12,000 12,000 8,580 (3,420) Total Revenues 1,417,316 1,432,316 1,440,053 7,737 EXPENDITURES: Current: Economic environment 1,639,003 1,631,103 1,564,621 66,482 Capital outlay: Economic environment 10,000 10,000 14,533 (4,533) Total Expenditures 1,649,003 1,641,103 1,579,154 61,949 Excess (deficiency) of revenues Over (Under) Expenditures (231,687) (208,787) (139,101) 69,686 Net change in fund balances (231,687) (208,787) (139,101) 69,686 Fund balances - beginning $ 528,484 $ 525,584 714,946 189,362 Fund Balances - Ending $ 296,797 $ 316,797 $ 575,844 $ 259,047 125 CITY OF TUKWILA, WASHINGTON SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL DRUG SEIZURE SPECIAL REVENUE FUND FOR THE YEAR ENDED DECEMBER 31, 2014 Variance With Original Final Final Budget Budget Budget Actual positive (Gaap Basis) (Gaap Basis) Results (Negative) REVENUES: Investment earnings $ 1,000 $ 1,000 $ 32 $ (968) Intergovernmental - - 6,500 6,500 Fines and forfeitures 20,000 20,000 47,509 27,509 Total Revenues 21,000 21,000 54,042 33,042 EXPENDITURES: Current: Public safety 55,000 55,000 49,572 5,428 Capital outlay: Public safety - 18,292 (18,292) Total Expenditures 55,000 55,000 67,864 5,428 Excess (deficiency) of revenues Over (Under) Expenditures (34,000) (34,000) (13,822) 20,178 OTHER FINANCING SOURCES (USES): Transfers in 75,000 75,000 - (75,000) Total Other Financing Sources And Uses 75,000 75,000 - (75,000) Net change in fund balances 41,000 41,000 (13,822) (54,822) Fund Balances - beginning 321,000 246,000 75,609 (170,391) Fund Balances - Ending $ 362,000 $ 287,000 $ 61,787 $ (225,213) 126 CITY OF TUKWILA, WASHINGTON SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL DEBT SERVICE FUNDS FOR THE YEAR ENDED DECEMBER 31,2014 Original Final Budget Budget (Gaap Basis) (Gaap Bais) Actual Results Variance With Final Budget Positive (Negative) REVENUES: Intergovernmental $ 66,657 $ 66,657 $ 61,825 $ (4,832) Investment earnings 298 298 Total Revenues 66,657 66,657 62,123 (4,534) EXPENDITURES: Debt service: - Principal 2,191,000 2,191,200 2,288,988 Interest 901,795 912,195 926,521 (97,788) (14,326) Total Expenditures 3,092,795 3,103,395 3,215,510 (112,115) Excess Of Revenues And Expenditures (3,026,138) (3,036,738) (3,153,386) (116,648) OTHER FINANCING SOURCES (USES): Transfers in 3,028,650 Total Other Financing Sources And Uses 3,028,650 3,093,515 3,150,080 56,565 3,093,515 3,150,080 56,565 Net change in fund balances 2,512 56,777 (3,306) (60,083) Fund balances - beginning 8,289 688,289 677,110 (11,179) Fund Balances - Ending $ 10,801 $ 745,066 $ 673,804 $ (71,262) 127 CITY OF TUKWILA, WASHINGTON SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL RESIDENTIAL STREET CAPITAL PROJECT FUND FOR THE YEAR ENDED DECEMBER 31,2014 Original Final Budget Budget (Gaap Basis) (Gaap Bais) Actual Results Variance With Final Budget Positive (Negative) REVENUES: Intergovernmental Investment earnings Total Revenues EXPENDITURES: Current: Transportation Capital outlay Total Expenditures $ 660,000 $ 955,000 $ 685,954 $ (269,046) 1,000 1,000 1,418 418 661,000 956,000 687,372 (268,628) 650,0- 00 650,000 1,350,0- 00 1,350,000 1,039,035 1,039,035 310,9- 65 310,965 Excess Of Revenues And Expenditures 11,000 (394,000) (351,663) 42,337 OTHER FINANCING SOURCES (USES): Transfers in 100,000 100,000 100,000 Total Other Financing Sources And Uses 100,000 100,000 100,000 Net change in fund balances 111,000 (294,000) (251,663) 42,337 Fund balances - beginning 512,000 1,107,000 1,415,955 308,955 Fund Balances - Ending $ 623,000 $ 813,000 $ 1,164,293 $ 351,293 128 CITY OF TUKWILA, WASHINGTON SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL LAND & PARK ACQUISITION CAPITAL PROJECT FUND FOR THE YEAR ENDED DECEMBER 31,2014 r Original Final Budget Budget (Gaap Basis) (Gaap Bais) Actual Results Variance With Final Budget Positive (Negative) REVENUES: Taxes $ 130,000 $ 130,000 $ 431,680 $ 301,680 Intergovernmental 1,970,000 2,500,000 88,617 (2,411,383) Charges for services 115,000 115,000 - (115,000) Fines and Foreitures - - - Investment earnings 1,000 1,000 1,400 400 Miscellaneous 500,000 500,000 - (500,000) Total Revenues 2,716,000 3,246,000 521,697 (2,724,303) EXPENDITURES: Current: Physical environment - - 11,398 (11,398) Culture and recreation - 163,075 (163,075) Capital outlay 2,682,000 3,762,000 264,933 3,497,067 Total Expenditures 2,682,000 3,762,000 439,407 3,322,593 Excess Of Revenues And Expenditures 34,000 (516,000) 82,290 598,290 OTHER FINANCING SOURCES (USES): Transfers in 212,000 212,000 - (212,000) Total Other Financing Sources And Uses 212,000 212,000 - (212,000) Net change in fund balances 246,000 (304,000) 82,290 386,290 Fund balances - beginning 527,000 1,027,000 1,219,890 192,890 Fund Balances - Ending $ 773,000 $ 723,000 $ 1,302,180 $ 579,180 129 CITY OF TUKWILA, WASHINGTON SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL GENERAL GOVERNMENT IMPROVEMENTS CAPITAL PROJECT FUND FOR THE YEAR ENDED DECEMBER 31,2014 Original Final Budget Budget (Gaap Basis) (Gaap Bais) Actual Results Variance With Final Budget Positive (Negative) REVENUES: Investment earnings $ 842 $ Total Revenues 842 842 $ 421 $ (421) 842 421 (421) EXPENDITURES: Current: General Government Physical environment Capital outlay Total Expenditures 110,851 (110,851) - 6,937 (6,937) 335,205 335,205 120,254 214,951 335,205 335,205 238,042 97,163 Excess Of Revenues And Expenditures (334,363) (334,363) (237,621) 96,742 OTHER FINANCING SOURCES (USES): Transfers in Total Other Financing Sources And Uses Net change in fund balances Fund balances - beginning Fund Balances - Ending 500,000 500,000 200,000 (300,000) 500,000 500,000 200,000 (300,000) 165,637 165,637 (37,621) (203,258) 92,905 792,905 451,755 (341,150) $ 258,542 $ 958,542 $ 414,133 $ (544,409) 130 CITY OF TUKWILA, WASHINGTON SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL FIRE IMPROVEMENTS CAPITAL PROJECT FUND FOR THE YEAR ENDED DECEMBER 31,2014 Variance With Original Final Final Budget Budget Budget Actual Positive (Gaap Basis) (Gaap Bais) Results (Negative) REVENUES: Fire impact fees Investment earnings Total Revenues EXPENDITURES: Current: Public Safety Capital outlay $ 50,000 $ 50,000 $ 66,862 $ 16,862 100 100 416 316 50,100 50,100 67,278 17,178 5,000 5,000 5,000 Total Expenditures 5,000 Excess Of Revenues And Expenditures 50,100 45,100 67,278 22,178 Net change in fund balances 50,100 45,100 67,278 22,178 Fund balances - beginning 350,100 295,100 437,222 142,122 Fund Balances - Ending $ 400,200 $ 340,200 $ 504,500 $ 164,300 131 NON -MAJOR INTERNAL SERVICE FUNDS Internal Service Funds The City Internal Service Funds are used to account for the financing of special services performed by designated department within the City of Tukwila to other departments within the City. They provide a service and then generate revenue by billing the department for which the service was provided. Equipment Rental Fund Accounts for the costs of maintaining and replacing all City vehicles and auxiliary equipment. All equipment costs, including depreciation, are factors in calculating the rates which are charged to each user department. Insurance Fund - Active Employees Accounts for the costs of the City's self- insured medical plan. Medical and dental costs for covered employees are charged to the respective user departments. All premiums, medical and dental costs and ancillary charges are included. The LEOFF I retiree portion of this program was split off into a separate Insurance Fund to accommodate new reporting regulations as of January 1, 2004. Insurance LEOFF I Fund This fund was created to account for the City's self- insured medical plan for LEOFF I retirees. This fund receives contributions on behalf of retired LEOFF I employees through their respective organization units. Medical, dental and prescription claims and program administrative fees are expensed in this fund. 132 CITY OF TUKWILA, WASHINGTON COMBINING STATEMENT OF NET POSITION INTERNAL SERVICE FUNDS DECEMBER 31, 2014 Equipment Rental Insurance Active Employees Total Insurance - Internal Leoff I Service Retirees Funds ASSETS: Current assets Cash and cash equivalents $ 4,040,340 $ 430,878 $ 526,650 4,997,868 Investments 681,526 4,279,885 - 4,961,411 Receivables Customer accounts 3,858 - - 3,858 Interest on investments 1,879 42,375 - 44,255 Inventory of materials and supplies 14,971 - - 14,971 Total Current Assets 4,742,574 4,753,138 526,650 10,022,362 NONCURRENT ASSETS: Capital Assets: Machinery and equipment Less: accumulated depreciation Total Capital Assets (Net Of A /D) Total Noncurrent Assets 13,799,027 - - 13,799,027 (9,560,964) - - (9,560,964) 4,238,063 - - 4,238,063 4,238,063 - - 4,238,063 Total Assets 8,980,637 4,753,138 526,650 14,260,425 LIABILITIES: Accounts payable Accrued w ages and benefits Other liabilities Total Liabilities NET POSITION: Net investment in capital assets Unrestricted Total Net Position 27,736 - 3,256 30,992 18,754 - - 18,754 2,260,000 285,750 2,545,750 46,490 2,260,000 289,006 2,595,496 4,238,064 - - 4,238,064 4,696,083 2,493,138 237,644 7,426,866 $ 8,934,147 $ 2,493,138 $ 237,644 $ 11,664,929 133 CITY OF TUKWILA, WASHINGTON COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION INTERNAL SERVICE FUNDS FOR THE YEAR ENDED DECEMBER 31, 2014 Total Insurance- Internal Equipment Insurance Leoff I Service Rental Active Employees Retirees Funds OPERATING REV ENUES: Charges for services Other operating revenue Total Operating Revenue $ 2,528,690 1,108 2,529,798 $ 4,437,041 61,380 4,498,422 $ 300,000 $ 7,265,731 62,488 300,000 7,328,220 OPERATING EXPENSES: Operations & maintenance 1,243,020 6,556,711 Administrative & general 298,930 75,500 Depreciation 778,985 - 949,930 9,906 8,749,661 384,336 778,985 Total Operating Expenses Operating Income (Loss) 2,320,935 208,863 6,632,211 (2,133,789) 959,836 (659,836) 9,912,982 (2,584,762) NON - OPERATING REVENUE ( EXPENSE) : Investment earnings (1,662) 166,583 598 165,519 Sale of capital assets 36,162 - 36,162 Total Non- Operating Revenue (Expense) 34,500 Income (Loss Before Contributions & Transfers 243,363 166,583 (1,967,207) 598 (659,238) 201,681 (2,383,081) Change In Net Position Net position beginning of year Net Position end of year 243,363 8,690,784 $ 8,934,147 (1,967,207) (659,238) (2,383,081) 4,460,344 896,882 14,048,010 $ 2,493,138 $ 237,644 $ 11,664,929 134 CITY OF TUKWILA, WASHINGTON COMBINING STATEMENT OF CASH FLOWS INTERNAL SERVICE FUNDS FOR THE FISCAL YEAR ENDED DECEMBER 31, 2014 Page 1 of 2 Equipment Rental Insurance Total Internal Insurance - Service Leoff I Funds CASH FLOWS FROM OPERATING ACTIVITIES: Cash received from users Cash paid to suppliers Cash paid to, or on behalf of, employees $ 2,525,941 $ 4,498,422 $ 300,000 $ 7,324,362 (1,035,335) 465,988 48,485 (520,862) (536,021) (6,507,449) (933,565) (7,977,034) Net Cash Provided (Used) By Operating Activities 954,585 (1,543,039) (585,080) (1,173,534) CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES: Proceed from sale of equipment Purchase of capital asset Net Cash Provided (Used) For Capital And Related Financing Activities 36,162 36,162 (584,097) (584,097) (547,934) (547,934) CASH FLOW FROM INVESTING ACTIVITIES: Proceeds from sale of investments 120,000 120,000 Interest received 32,955 136,326 598 169,880 Net Cash Provided (Used) In Investing Activities 152,955 136,326 598 289,880 Net Increase (Decrease) In Cash And Cash Equivalents 559,606 (1,406,713) (584,482) (1,431,589) Cash and cash equivalents Cash and cash equivalents- beginning of year Cash And Cash Equivalents -End Of Year Cash at end of year consists of: Cash and cash equivalents (1,431,589) 3,480,738 1,837,591 1,111,132 6,429,460 $ 4,040,340 $ 430,878 $ 526,650 $ 4,997,871 Total Cash $ 4,040,340 $ 430,878 $ 526,650 4,997,868 $ 4,040,340 $ 430,878 $ 526,650 $ 4,997,868 135 CITY OF TUKWILA, WASHINGTON COMBINING STATEMENT OF CASH FLOWS INTERNAL SERVICE FUNDS FOR THE FISCAL YEAR ENDED DECEMBER 31, 2014 Page 2 of 2 Equipment Rental Insurance Total Internal Insurance - Service Leoffl Funds RECONCILIATION OF NET OPERATING INCOME TO NET CASH PROVIDED BY OPERATING ACTIVITIES Operating Income (Loss) $ 208,863 $ (2,133,789) $ (659,836) $ (2,584,762) Adjustments to reconcile operating income to net cash Provided (used) by operating activities: Depreciation 778,985 - 778,985 Asset (increases) decreases: - Accounts receivable (3,858) - (3,858) Inventory (1,635) - (1,635) Accounts payable (27,659) 590,750 74,756 637,847 Wages and benefits payable (114) - (114) Total Adjustments 745,719 590,750 74,756 1,411,225 Net Cash Provided (Used) By Operating Activities $ 954,582 $ (1,543,039) $ (585,080) $ (1,173,536) SCHEDULE OF NONCASH INVESTING, CAPITAL AND FINANCING ACTIVITIES Increase in fair value of investment $ 11,131 $ - $ $ 11,131 Total Non Cash Investing, Capital And Financing Acitivties $ 11,131 $ $ - $ 11,131 136 FIDUCIARY FUNDS Fiduciary Funds Fiduciary funds are used to account for assets held by the City of Tukwila as a trustee or agent for various individuals, private organizations, and other governmental units. Agency Fund Agency funds are used to account for short -term custodial collections on resources on behalf of another individual, entity, or government. 138 CITY OF TUKWILA, WASHINGTON STATEMENT OF CHANGES IN ASSETS AND LIABILITIES AGENCY FUND FOR THE YEAR ENDED DECEMBER 31, 2014 Balance Balance January 1, 2014 Additions Deductions December 31,2014 ASSETS Cash and cash equivalents $ 177,206 $ 784,219 $ (800,176) $ 161,249 Receivables 2,934 186,489 (184,239) 5,184 Total Assets 180,140 970,708 (984,415) 166,433 LIABILITIES Accounts and other payables 180,140 1,488,834 (1,502,542) 166,433 Total Liabilities $ 180,140 $ 1,488,834 $ (1,502,542) $ 166,433 139 140 City of Tukwila STATISTICAL SECTION December 31, 2014 Financial Trends Information Financial trends schedules are intended to provide users with information to assist them in understanding and assessing how the City's financial position has changed over time. Schedule 1 Net Position by Component 143 Schedule 2 Changes in Net Position 145 Schedule 3 Fund Balances, Governmental Funds 147 Schedule 4 Changes in Fund Balances, Governmental Funds 149 Schedule 5 General Governmental Tax Revenues by Source 151 Revenue Capacity Information The objective of providing revenue capacity information is to help users understand and assess the factors affecting the City's ability to generate its most significant local source revenues. Schedule 6 Property Tax Levies and Collections 152 Schedule 7 Assessed and Estimated Actual Value of Taxable Property 153 Schedule 8 Property Tax Rates - Direct and Overlapping Governments 154 Schedule 9 Principal Property Taxpayers 155 Schedule 10 Retail Sales Tax Collections by Sector 157 Schedule 11 Sales Tax Rate Direct and Overlapping Governments 159 Debt Capacity Information Debt capacity information is intended to assist users to understand and assess the City's current levels of outstanding debt and ability to issue additional debt in the future. Schedule 12 Ratios of Outstanding Debt by Type 161 Schedule 13 Ratios of General Bonded Debt Outstanding 163 Schedule 14 Computation of Direct and Overlapping Debt 164 Schedule 15 Legal Debt Margin Information 165 Schedule 16 Revenue Bond Coverage- Water Bonds 167 Schedule 17 Revenue Bond Coverage- Sewer Bonds 168 Schedule 18 Revenue Bond Coverage- Surface Water Bonds 169 Demographic and Economic Information These Schedules offer demographic and economic information to assist users in understanding certain aspects of the environment within which the City operates and to provide information that facilitates comparisons of financial statement information over time and across governmental units. Schedule 19 Water System Customers by Category 170 Schedule 20 Largest Customers of the Water System 171 Schedule 21 Sewer System Customers by Category 172 Schedule 22 Largest Customers of the Sewer System 173 Schedule 23 Demographic Statistics 174 Schedule 24 Principal Employers 175 Operating Information These Schedules contain service and infrastructure data to help users understand how the information in the City's financial report relates to the services the City provides and the activities it performs. Schedule 25 Full -time Equivalent Employee by Department 176 Schedule 26 Operating Indicators by Function 177 Schedule 27 Capital Assets by Function 178 141 142 CITY OF TUKWILA SCHEDULE 1 NET POSITION BY COMPONENT(a) LAST TEN FISCAL YEARS Page 1 of 2 2005 2006 2007 2008 2009 Governmental activities: Invested in capital assets, net of related debt $ 129,855,251 $ 133,129,382 $ 136,053,013 $ 136,742,368 $ 155,847,012 Restricted 1,305,239 1,305,239 1,233,234 19,720,546 16,360,097 Unrestricted 25,289, 571 29,506, 541 35,520,681 18,476,837 16,031,473 Total governmental activities net position $ 156,450,061 $ 163,941,162 $ 172,806,928 $ 174,939,751 $ 188,238,582 Business -type activites: Invested in capital assets, net of related debt $ 31,370,812 $ 34,017,190 $ 36,083,972 $ 36,071,402 $ 38,052,488 Restricted 577,587 435,995 441,073 439,100 438,619 Unrestricted 9,909,896 12,070,451 11,267,171 13,335,836 10,987,162 Total business -type activities net position $ 41,858,295 $ 46,523,636 $ 47,792,216 $ 49,846,338 $ 49,478,269 Primary government: Invested in capital assets, net of related debt $ 161,226,063 $ 167,146,572 $ 172,136,985 $ 172,813,770 $ 193,899,500 Restricted 1,882,826 1,741,234 1,674,307 20,159,646 16,798,716 Unrestricted 35,199,467 41,576,992 46,787,852 31,812,673 27,018,635 Total primary government net position $ 198,308,356 $ 210,464,798 $ 220,599,144 $ 224,786,089 $ 237,716,851 Notes: (a) All amounts are reported on the accrual basis Source: Tukw ila Finance Department 143 Page 2 of 2 2010 2011 2012 2013 2014 $ 177,078,793 $ 199,511,779 $ 203,206,940 $207,660,389 $ 191,081,461 23,005,792 5,019,817 2,749,680 3,480,002 3,973,726 12,119,923 21,479,064 20,194,333 26,981,105 25,009,212 $ 212,204,508 $ 226,010,660 $ 226,150,953 238,121,496 $ 220,064,400 $ 44,759,489 $ 52,134,799 $ 52,911,741 55,955,595 $ 57,677,764 430,444 430,444 430,444 430,444 430,444 11,158,081 10,225,558 11,011, 319 12,964, 539 13,839, 529 $ 56,348,014 $ 62,790,801 $ 64,353,504 69,350,577 $ 71,947,737 $ 221,838,282 $ 248,636,920 $ 253,253,170 $263,615,984 $ 248,759,225 23,436,236 5,450,261 3,180,123 3,910,445 4,404,170 23,278,004 34,714,280 34,071,164 39,945,644 38,848,741 $ 268,552,522 $ 288,801,461 $ 290,504,457 307,472,073 $ 292,012,137 CITY OF TUKWILA, WASHINGTON SCHEDULE 2 CHANGES IN NET POSITION (a) Page 1 of 2 2005 2006 2007 A. 2008 Expenses Governmental Activities General Government Public Safety Transportation Physical Environment Culture and Recreation Econonic Environment Health and Human Services Interest on Long Term Debt Total Governmental Activities Business Type Activities Water/Sew er Utility Foster Golf Course Surface Water Utility Total Business Type Activities Total Primary Government Expenses Program Revenues Governmental Activities Charges for Services General Government Public Safety Physical Environment Transportation Cultural and Recreation Economic Environment Operating Grants and Contributions Capital Grants and Contributions Total Governmental Activities Program Revenues Business Type Activities Charges for Services Water /Sew er Utility Foster Golf Course Surface Water Utility Capital Grants and Contributions Total Business Type Activities Rogram Revenues Total Primary Government Rogram Revenues Net (Expense) /Revenue Governmental Activities Business Type Activities Total Primary Government Net Expense _ General Revenues and Other Changes in Net Position Governmental Activities Taxes Property Tax Retail Sales and Use Tax Natural Gas Use Tax Hotel/Motel Tax Utility Tax hterfund Utility Taxes Business Tax Excise Tax State Entitlements Unrestricted hvestment Earnings Gain /Loss on Sale of Capital Assets Mscellaneous Transfers Total Governmental Activities Business Type Activities Retail Sales and Use Taxes Unrestricted Investment Interest Gain /Loss on Sale of Capital Assets Mscellaneous Transfers Total Business Type Activities Total Primary Government $ 6,421,839 20,300,709 4,171,173 1,363,049 3,887,871 3,404,605 1,012,239 40,561,485 7,105,020 1,751,709 1,685,663 10,542,392 51,103,877 $ 7,402,398 21,839,070 5,335,214 2,734,592 4,234,889 3,600,158 3,683 981,573 46,131,577 7,354,876 1,832,303 1,642,204 10,829,383 56,960,960 $ 7,456,335 $ 4,723,103 21,726,932 24,147,992 5,310,247 5,864,297 2,764,373 2,862,487 4,506,223 4,797,856 3,890,845 5,017,935 4,204 4,173 896,215 1,844,224 46,555,374 49,262,067 7,046,603 7,293,362 1,849,542 1,968,595 1,920,194 1,762,417 10,816,339 11,024,374 57,371,713 60,286,441 1,376,749 1,243,936 1,590,553 895,966 1,328,369 538,576 425,241 1,184,530 12,400 10,000 25,341 1,200 122,201 247,026 133,500 130,637 693,857 758,385 777,484 711,542 1,027,812 1,756,240 2,319,634 2,476,501 1,525,579 1,897,543 1,692,766 1,325,163 3,060,960 5,675,493 3,746,743 2,282,592 9,147,927 12,127,199 10,711,262 9,008,131 7,604,711 7,354,876 8,272,647 8,621,909 1,434, 933 1,832,303 1,272,425 1,563,681 1,839,760 1,642,204 2,208,549 2,642,325 319,439 1,255,360 347,416 756,400 11,198,843 12,084,743 12,101,037 13,584,315 20,346,770 24,211,942 22,812,299 22,592,446 (31,413,558) (34,004,378) (35,844,111) (40,253,937) 656,451 2,031,638 1,284,700 2,559,941 (30,757,107) (31,972,740) (34,559,411) (37,693,996) 10,631,036 10,973,030 11,302,099 11,656,979 16,887,846 18,236,733 19,355,867 18,009,297 381,706 415,652 344,748 643,037 443,605 501,478 583,232 587,216 2,646,356 2,930,332 3,666,079 5,136,444 1,732,739 2,097,082 2,236,675 2,497,705 3,229,155 4,941,461 4,127,360 983,078 192,816 185,475 217,600 874,046 768,097 1,923,171 1,727,879 801,847 106,776 467,510 13,652 (186,663) 824,118 1,372,652 1,134,683 1,383,774 37,844,250 44,044,576 44,709,874 42,386,760 241,723 645,473 500,000 500,000 310,750 539,463 618,563 377,955 (824,118) (271,645) 37,572,605 Change in Net Position Before Special Item 6,815,498 Special item Change in Net Position 6,815,498 Governmental Activities $ 6,430,692 Business Type Activities 384,806 Total Primary Government $ 6,815,498 Notes: (a) All amounts are reported on the accrual basis 145 1,250,000 2,434,936 46,479,512 14,506,772 (1,134,683) (1,383,774) (16,120) (505,819) 44,693,754 41,880,941 10,134,343 4,186,945 14,506,772 10,134,343 4,186,945 $ 7,491,102 $ 8,865,765 $ 2,132,823 4,580,734 1,268,580 2,054,122 $ 12,071,836 $ 10,134,345 $ 4,186,945 Page 2 of 2 2009 = 2010 2011 A. 2012 7 2013 2014 $ 6,689,659 $ 7,052,717 $ 9,150,573 $ 8,343,107 $ 10,195,049 $ 10,289,399 26,959,352 26,088,644 25,348,318 26,598,432 25,938,946 29,292,587 5,541,367 6,015,197 6,872,708 7,314,707 7,658,280 11,668,098 2,575,405 2,533,394 2,885,175 3,625,696 2,610,591 2,479,533 4,914,256 4,756,676 4,203,824 4,242,725 5,635,347 5,716,091 4,637,531 4,579,338 4,712,832 4,801,342 5,209,954 5,336,659 4,332 4,539 4,591 - 753,904 1,061,419 472,438 1,152,063 1,038,851 1,204,771 52,075,806 52,091,924 53,650,459 56,078,072 58,287,017 65,987,138 9,293,434 9,343,368 10,092,903 10,149,557 10,421,064 12,752,125 2,050,172 1,935,014 1,986,747 1,701,131 1,707,993 1,945,789 2,299,394 2,476,170 2,588,098 2,699,767 2,563,132 3,310,716 13,643,000 13,754,552 14,667,748 14,550,455 14,692,189 18,008,631 65,718,806 65,846,476 68,318,207 70,628,527 72,979,205 83,995,769 1,136,642 1,080,801 2,462,671 1,332,418 1,495,438 3,858,862 572,094 819,043 809,806 684,744 871,919 970,594 - 6,200 7,572 4,939 27,407 196,506 103,311 571,110 345,373 1,004,911 287,956 8,425 647,354 811,679 1,001,117 481,404 744,014 726,869 1,001,511 1,787,274 1,722,285 2,323,528 2,786,178 2,793,185 3,386,269 2,139,029 2,250,601 4,411,618 3,289,818 2,563,002 14,784,074 23,992,563 18,495,127 1,581,882 16,947,529 8,053,435 21,631,255 31,207,699 27,094,552 11,825,444 26,450,258 19,170,879 10,124,653 9,665,095 11,711,242 11,758,658 13,146,131 14,308,945 1,424, 595 1,425, 327 1,304,016 1,448,729 1,404,264 1,406,440 2,641,313 3,029,630 3,355,956 3,827,010 3,913,184 4,168,313 515,633 7,390,545 1,993,537 135,603 338,943 1,548,280 14,706,194 21,510,597 18,364,751 17,170,000 18,802,521 21,431,978 36,337,449 52,718,296 45,459,303 28,995,444 45,252,779 40,602,857 (30,444,551) (20,884,225) (26,555,907) (44,252,628) (31,836,759) (46,816,260) 1,063,194 7,756,045 3,697,003 2,619,546 4,110,332 3,423,348 (29,381,357) (13,128,180) (22,858,904) (41,633,082) (27,726,426) (43,392,912) 11,901,072 13,363,096 13,443,137 14,131,605 14,510,241 14,870,621 14,588,297 14,669,328 15,796,054 15,441,683 16,316,398 17,105,322 748,772 533,811 317,531 232,208 204,457 489,806 458,092 555,682 522,033 526,832 596,781 7,390,860 5,600,683 7,534,260 5,535,966 3,879,992 3,855,544 - - - 1,686,859 1,851,013 3,196,178 4,205,574 667,679 2,497,606 2,570,111 2,555,999 367,198 507,798 2,170,293 2,860,948 2,745,475 3,512,894 2,233,445 1,951,936 2,085,740 1,895,647 1,861,511 1,735,637 246,287 108,929 275,477 116,694 102,486 444,282 980,267 - - - - - 101,688 304,704 179,394 1,601,200 1,399,310 525,864 1,056,843 1,060,650 (600,000) 43,743,382 42,798,557 43,371,717 44,392,921 45,769,716 46,107,488 327,999 329,527 - 106,032 85,942 61,119 - (264,093) - 97,541 200,871 (1,601,200) (1,399,310) (525,864) (1,056,843) (1,060,650) 600,000 (1,431,262) (886,300) (263,874) (1,056,843) (1,060,650) 600,000 42,312,120 41,912,257 43,107,843 43,336,078 44,709,066 46,707,488 12,930,763 28,784,077 20,248,939 1,702,996 16,982,640 3,314,576 (1,995,000) 12,930,763 28,784,077 20,248,939 1,702,996 16,982,640 1,319,576 $ 13,298,831 $ 21,914,332 $ 16,815,810 $ 140,293 $ 13,932,957 $ (2,703,772) (368,068) 6,869,745 3,433,129 1,562,703 3,049,682 4,023,348 $ 12,930,763 $ 28,784,077 $ 20,248,939 $ 1,702,996 $ 16,982,640 $ 1,319,576 146 CITY OF TUKWILA, WASHINGTON SCHEDULE 3 FUND BALANCES, GOVERNMENTAL FUNDS LAST TEN FISCAL YEARS (MODIFIED ACCRUAL BASIS OF ACCOUNTING) Page 1 of 2 2005 2006 2007 2008 2009 General Fund (GASB 54) Nonspendable $ - $ - $ $ - $ - Restricted - - - Cormiitted - - - Assigned - - - - - Unassigned - - - General Fund (Prior to GASB 54) Reserved 557,690 13,250 12,650 17,800 17,900 Unreserved 8,408,104 8,693,215 10,504,748 7,687,515 7,371,530 Total general fund $ 8,965,794 $ 8,706,465 $ 10,517,398 $ 7,705,315 $ 7,389,430 All other governmental funds (GASB 54) Nonspendable $ - $ - $ $ - $ Restricted - - Committed - - - - Assigned - - - Unassigned - - - All other governmental funds (Prior to GASB 54) Reserved Unreserved, reported in: Special revenue funds Debt service funds Capital Projects funds Total all other governmental funds Source: Tukw ila Finance Department $ 705,560 5,669,921 1,305,239 5,677,953 $ 13,358,673 8,500,342 1,075,347 7,245,827 $ 16,821,516 1 0,834,781 1,233,234 8,113,739 $ 20,181,754 12,943,487 1,248,901 6,831,634 $ 21,024,022 9,123,401 135,438 7,101, 258 $ 16,360,097 $35,000,000 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $- Fund Balances e 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 ■All Other Governmental General Fund 147 Page 2 of 2 2010 2011 2012 2013 2014 $ - $ 5,000 $ - $ 1,743,362 $ 1,544,022 - 18,000 - - - - - 225,000 5,771,471 8,237,141 8,378,557 15, 317, 624 10,181, 057 17,900 - - - - 5,739,140 - - - - $ 5,757,040 $ 8,260,141 $ 8,378,557 $ 17,285,986 $ 17,496,550 $ - $ - $ - $ - $ 7,370,000 5,014,817 2,749,681 3,480,001 3,973,726 - 402,306 - - - - 11,127,221 7,021,183 4,510,623 4,076,803 - - - (1,566,175) (1,360,218) 14,461,546 - - - - 3,051 - - - - 8,541,195 - - - - $ 23,005,792 $ 16,544,344 $ 9,770,864 $ 6,424,449 $ 14,060,311 148 CITY OF TUKWILA, WASHINGTON SCHEDULE 4 CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS (a) LAST TEN FISCAL YEARS Revenues Taxes Licenses and Permits Intergovernmental Charges for Services Fines and Forfeitures Investment Income Special Assessments Miscellaneous Total Revenues Expenditures General Government Judicial Public Safety Physical Environment Transportation Economic Environment Health and human services Culture and Recreation Debt Service Frincipal Interest Capital Outlay Total Expenditures Excess (Deficiency) of Revenues Over (Under) Expenditures Other Financing Sources (Uses) Transfers In Transfers In - Assessment Transfers Out Capital Leases page 1 of 2 2005 2006 2007 2008 $ 34,624,875 $ 1,002,683 5,672,810 2,649,678 116,737 638,196 1,000,775 45,705,754 37,801,814 1,273,228 7,083,032 2,345,931 221,097 1,159,971 1,397,585 51,282,658 $ 39,660,792 1,827,709 6,403,217 2,024,892 266,188 1,425,423 1,751,145 53,359,366 $ 37,412,569 2,022,851 5,697,598 2,569,381 259,991 926,913 816,054 49,705,357 6,136,540 19,604,151 788,105 1,705,692 3,384,928 3,358,583 851,000 1,033,474 7,344,326 44,206,799 1,498,955 150,000 (1,305,000) 6,882,594 20,953,226 2,139,959 2,447,096 3,539,657 3,683 3,687,580 888,000 1,006,161 6,540,452 48,088,408 7,034,602 21,038,810 2,196,422 2,413,390 3,878,658 4,204 3,938,779 930,000 914,584 7,243,879 49,593,328 7,992,286 22,878,689 2,255,880 2,783,077 4,995,514 4,173 4,293,658 972,000 872,224 6,089,703 53,137,204 Sale of Capital Assets 35,600 General Obligation Bonds Issued - General Obligation Refunding Bonds Issued LID Bonds Assessment Operating Loan -Tukw ila MPD Premium on General Obligation Debt Premium on General Obligation Refunding Debt Issuance Costs on General Obligation Refunding Debt Payment to Refunded Bond Escrow Agent Total Other Financing Sources (Uses) (1,119,400) Change in fund balance before special item 379,555 Special item Net Change in Fund Balances $ 379,555 Ratio of Debt Service Expenditures 5.4% To Total Non - Capital Expenditures 3,194,250 2,143,581 (2,430,769) 296,451 4,036,039 2,266,349 (1,131,666) 100 (a) All amounts are reported on the modified - accrual basis Source: Tukw ila Finance Department 149 9,263 3,203,513 1,134,783 5,170,822 (3,431,846) 2,515,982 (1,107,543) 53,592 6,180,000 483,599 (108,326) (6,555,273) 1,462,031 (1,969,815) $ 3,203,513 $ 5,170,822 $ (1,969,815) 4.1% 4.8% 4.6% page 2 of 2 2009 2010 2011 2012 2013 2014 $ 37,167,281 $ 37,267,918 $ 38,035,681 $ 41,502,608 $ 42,402,070 $ 44,441,783 1,283,463 1,618,830 3,473,910 1,604,594 2,013,875 2,114,638 17,596,486 14,525,872 24,059,907 7,626,487 7,190,325 14,298,126 1,443,680 2,366,174 2,359,600 3,974,356 3,747,646 3,838,531 301,761 390,079 308,027 220,752 242,638 264,934 282,604 144,258 275,479 106,286 151,911 479,219 - - - 2,788,350 701,723 701,957 891,307 356,409 131,979 427,368 354,395 58,777,232 57,204,438 68,869,013 55,167,062 58,964,183 66,493,348 8,574,563 8,387,317 8,253,440 8,504,511 9,303,742 7,505,173 25,576,932 24,676,370 24,327,498 24,918,306 25,720,884 27,254,312 2,058,913 1,724,147 2,060,482 3,022,516 1,935,895 1,807,993 2,334,298 2,332,178 2,676,511 2,769,182 3,111,493 5,820,601 4,601,391 4,541,845 4,682,646 4,767,944 5,224,964 5,226,832 4,332 4,539 4,591 - - - 4,365,023 4,163,503 3,507,150 3,373,000 4,386,392 4,680,651 1,316,297 1,555,028 1,766,774 1,991,540 5,024,991 2,288,988 778,018 849,148 881,850 1,178,464 1,162,649 961,457 16,860,362 11,513,976 25,643,704 12,099,293 5,854,962 10,150,912 66,470,129 59,748,051 73,804,646 62,624,756 61,725,970 65,696,921 (7,692,894) (2,543,613) (4,935,633) (7,457,694) (2,761,786) 796,428 3,865,744 2,461,806 11,001,619 7,625,792 20,918,983 7,300,080 2,788,350 - (2,234,444) (1,020,857) (10,061,205) (6,174,358) (23,301,516) (7,900,080) - 110,509 15,468 - - - 1,014,608 27,308 21,406 9,903 5,493 - 6,935,000 5,055,688 - 1,000,000 3,850,000 6,947,574 - - - - 6,687,500 - (658,706) (6,880,397) (1,069,000) (5,055,688) - - 2,713,085 7,556,917 977,288 802,631 8,098,809 3,250,000 (4,979,809) 5,013,304 (3,958,345) (6,655,063) 5,337,023 4,046,428 (1,995,000) $ (4,979,809) $ 5,013,304 $ (3,958,345) $ (6,655,064) $ 5,337,023 $ 4,046,428 4.4% 5.2% 5.8% 6.7% 12.5% 6.2% CITY OF TUKWILA, WASHINGTON SCHEDULE 5 GENERAL GOVERNMENTAL TAX REVENUES BY SOURCE LAST TEN FISCAL YEARS Fiscal Year Property Sales & Use Utilityw Excise Business Other(b) Total Taxes 2005 10,627,410 16,887,845 2,646,356 3,222,936 408,798 831,530 34,624,875 2006 11,018,846 17,591,260 2,930,332 4,938,515 402,784 920,077 37,801,814 2007 11,177,532 19,355,867 3,666,079 4,124,168 405,973 931,173 39,660,792 2008 11,245,973 17,709,319 3,934,210 3,003,438 475,500 1,089,344 37,457,785 2009 12,190,219 14,585,015 6,172,569 2,824,407 738,341 656,730 37,167,281 2010 13,188,942 14,251,312 6,134,494 2,488,357 727,151 301,867 37,092,122 2011 13,427,139 16,113,584 5,424,643 1,780,294 667,064 622,955 38,035,681 2012 14,072,015 15,441,683 4,001,385 3,201,098 2,497,606 2,288,822 41,502,608 2013 14,510,241 16,316,398 3,879,992 2,745,475 2,570,111 2,418,148 42,440,365 2014 14,870,621 17,105,322 3,855,544 3,512,894 2,555,999 2,447,794 44,348,175 Change 2005 -2014 39.9% 1.3% 45.7% 9.0% 525.2% 194.4% Notes: (a) Utility taxes enacted beginning in 2003 for electric, natural gas, cable and telephone utilities are assessed at rates of 6.0 %. A utility tax was added in 2009 for solid waste and recycling assessed at a 6.0% rate. A utility tax rate of 10.0% was added in 2010 on the City's water, sewer, and stormwater utilities. (b) "Other Taxes" include a hotel /motel tax, natural gas use tax and interfund utility taxes. Source: Tukw ila Finance Department 28.1% $50, 000,000 $45,000,000 $40,000,000 $35,000,000 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $- Tax Revenue by Source 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 ❑ Other • Business Tax • Excise Tax ❑ Utility Tax • Sales & Use Tax • Property Tax 151 SCHEDULE6 PROPERTY TAX LEVIES AND COLLECTIONS LAST TEN FISCAL YEARS Collected Within the Fiscal Year of the Levy Total Collections to Date Collections in Fiscal Taxes Levied for Subsequent Year Fiscal Year Amount % of Levy Years Amount % of Levy Levy Balance 2005 10,731,724 10,593,753 98.71% 137,447 10,731,200 100.00% 524 2006 10,973,030 10,844,728 98.83% 127,384 10,972,112 99.99% 918 2007 11,176,155 10,994,127 98.37% 181,457 11,175,584 99.99% 2,699 2008 11,414,256 11,194,247 98.07% 215,455 11,409,701 99.96% 1,646 2009 12,283,169 12,017,213 97.83% 262,003 12,279,216 99.97% 4,106 2010 13,233,882 13,152,012 99.38% 76,918 13,228,930 99.96% 7,942 2011 13,383,657 13,225,338 98.82% 150,336 13,375,674 99.94% 36,339 2012 13,698,229 13,521,621 98.71% 148,889 13,670,510 99.80% 74,964 2013 13,744,054 13,549,525 98.58% 127,308 13,676,833 99.51% 67,221 2014 14,058,979 13,916,718 98.99% 13,916,718 98.99% 142,262 Source: King County Office of Finance 152 CITY OF TUKWILA, WASHINGTON SCHEDULE 7 ASSESSED AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS Fiscal Year Real Property Personal Property Public Utilities Total Assessed Total Direct Value Tax Rate 2005 3,091,233,279 457,546,448 61,779,040 3,610,558,767 3.03706 2006 3,399,709,737 482,100,071 66,123,704 3,947,933,512 2.84033 2007 3,853,680,774 509,151,926 87,410,974 4,450,243,674 2.56911 2008 4,470,042,539 595,268,205 110,399,231 5,175,709,975 2.37324 2009 4,122,961,628 746,710,751 112,779,972 4,982,452,351 2.66345 2010 3,950,829,851 717,795,417 119,827,058 4,788,452,326 2.82566 2011 3,833,295,985 712,607,656 129,726,102 4,675,629,743 2.95408 2012 3,778,571,709 736,480,616 134,138,983 4,649,191,308 2.98778 2013 3,824,448,044 779,103,146 152,822,498 4,756,373,688 2.97799 2014 4,146,952,417 744,616,273 162,510,057 5,054,078,747 2.84188 Note: *Real, personal, and state public service property have been assessed at 100% of the estimated value. Source: King County Department of Assessments $6,000,000,000 $5,000,000,000 $4,000,000,000 $3,000,000,000 $2,000,000,000 $1,000,000,000 $- Assessed Value By Type I I I I I I I I I I I I I I I I I I 1 1 1 1 1 1 1 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Public Utilities • Personal Property • Real Property 153 CITY OF TUKWILA, WASHINGTON SCHEDULE 8 PROPERTY TAX RATES - DIRECT AND OVERLAPPING GOVERNMENTS (PER $1,000 OF ASSESSED VALUATION) LAST TEN FISCAL YEARS CITY OF TUKWILA Emergency Tukw ila Tukw ila Pool General Special King Port of Medical School Dist Flood Metropolitan Hospital Fiscal Year Levy Levy Total WA State County(a) Seattle Service #406 Control Park District District #1 Total 2005 3.03706 3.03706 2.49787 1.86293 0.23330 0.21982 5.01637 0.04482 - 0.59000 13.50217 2006 2.84033 2.84033 2.32535 1.75139 0.23158 0.20621 4.78874 0.04212 - 0.55652 12.74224 2007 2.56911 2.56911 2.13233 1.66106 0.22359 0.30000 4.73164 0.10000 0.50854 12.22627 2008 2.37324 2.37324 1.96268 1.51508 0.19700 0.27404 4.12360 0.09123 0.47141 11.00828 2009 2.66345 2.66345 2.22253 1.74587 0.21597 0.30000 3.89183 0.10514 0.53290 11.67769 2010 2.82566 2.82566 2.27990 1.90797 0.22366 0.30000 5.03380 0.10976 0.55753 13.23828 2011 2.95408 2.95408 2.42266 1.98580 0.22982 0.30000 5.44659 0.11616 0.50372 13.95883 2012 2.98778 2.98778 2.56720 2.11172 0.23324 0.30000 5.69832 0.13210 0.15000 0.50000 14.68036 2013 2.97799 2.97799 2.47044 2.08129 0.21533 0.33500 5.89098 0.15369 0.14944 0.50000 14.77416 2014 2.84188 2.84188 2.28514 1.84798 0.18885 0.30217 5.50160 0.13860 0.14962 0.50000 13.75584 Note: (a ) Includes King County Library District tax and Ferry Source: King County Department of Assessments 3.50000 3.00000 - 2.50000 - 2.00000 1.50000 1.00000 0.50000 Direct Property Tax Rates 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 154 CITY OF TUKWILA, WASHINGTON SCHEDULE 9 PRINCIPAL PROPERTY TAXPAYERS CURRENT YEAR AND NINE YEARS AGO Type of Business 2014 Assessed Valuation Percent of 2014 Total Assessed Value ) 2005 Assessed Valuation Percent of 2005 Total Assessed Valuelbi Boeing Company WEA Southcenter LLC La Ranta LP /Segale Properties KIR Tukw ila 050 LLGKIMCO Owest Corporation (US West Communications) E Property Tax Dept Anne Arundel Apartments LLC (Group Health) Boeing Employees Credit Union CWWA Tukwila 1 LLC Wig Properties LLC (JC Penney) 3301 South Norfolk LLC (Sea -Tuk Warehouse LLC) COSTCO Wholesale Puget Sound Energy /Gas - Electric Jorgensen Forge Corporation Southcenter Corporate Square BRCP Riverview Flaza LLC Koar - Seatac Partners LP (Embassy Suites) Federated Department Stores (Macys) Merrill Creek Holding LLC (Kenw orth Motors) CHA Southcenter LLC (Doubletree Inn) Walton CWWA Eproperty Tax Incorporated (McElroy) Harnish Group Incorporated Home Depot Sterling Realty Organization Low e's HM/ Incorporated Hill Investment Company Cigna Life Insurance Company AMB Institutional Alliance Group Health Cooperative Heitman Airplane company Department Stores Commercial Properties Commercial Properties Telephone Utility Commercial Properties Apartments Credit Union Investment Property Department Stores Food Distribution Cash & Carry Warehouse Electric /Gas Utility Steel Manufacturer Hair Loss Center Commercial Properties Lodging Department Stores Truck Manufacturer Lodging Investment Property Truck Equipment Home Improvement Commercial Properties Home Improvement Commercial Properties Insurance Company Commercial Properties Healthcare Adrr®in Commercial Properties $ 563,211,498 291,267,487 186,552,266 85,051,300 80,999,544 66,917,200 52,802,552 50,651,154 42,974,000 37,147,522 36,584,800 34,838,243 34,302,568 32,079,978 25,160,600 24,869,600 24,372,008 21,269,000 21,171,200 20,332,730 18,605,400 18,262,855 16,492,811 14,521,400 13,018,811 7,855,700 11.14% 5.76% 3.69% 1.68% 1.60% 1.32% 1.04% 1.00% 0.85% 0.74% 0.72% 0.69% 0.68% 0.63% 0.50% 0.49% 0.48% 0.42% 0.42% 0.40% 0.37% 0.36% 0.33% 0.29% 0.26% 0.16% $ 406,629,442 127,027,984 68,037,854 35,894,700 10,867,469 50,578,300 55,835,408 15,160,200 21,378,700 21,718,812 14,436,596 16,728,035 24,784,700 15,018,800 17,030,718 10,286,052 11,717,000 14,330,067 6,318,400 14,932,400 72,288,400 47,327,334 47,209,629 11.26% 3.52% 1.88% 0.99% 0.30% 1.40% 1.55% 0.42% 0.59% 0.60% 0.40% 0.46% 0.69% 0.47% 0.28% 0.32% 0.40% 0.17% 0.41% 2.00% 1.31% 1.31% $ 1,821,312,227 36.04% $ 1,125,537,000 30.76% Notes: (a) In 2014 the total assessed property value in the City of Tukwila was $5,054,078,747. rol In 2005 the total assessed property value in the City of Tukwila was $3,610,558,767. Source: King County Department of Assessments 155 CITY OF TUKWILA, WASHINGTON SCHEDULE 10 RETAIL SALES TAX COLLECTIONS BY SECTOR LAST TEN FISCAL YEARS page 1 of 2 Major Industry Sector 2005(a) 2006 2007 Construction and Contracting $ 676,427 $ 1,166,088 $ 2,018,058 Finance, Insurance & Real Estate 102,130 93,747 121,879 Manufacturing 503,778 450,138 590,455 Transportation, Communications & Utilities 384,703 436,260 483,419 Wholesale - Durable /Non - durable Goods 2,337,018 2,048,517 2,457,437 Retail Trade - General Merchandise 2,563,103 2,667,481 2,571,601 Retail Trade - Furniture /Home Furnishings 2,342,553 2,531,049 2,399,347 Retail Trade - Miscellaneous 1,497,474 1,642,722 1,766,853 Retail Trade - Clothing & Accessories 1,636,183 1,704,213 1,838,646 Retail Trade - Restaurants 1,072,275 1,119,859 1,158,424 Retail Trade - Automotive /Gas 980,006 1,053,184 1,026,778 Retail Trade - Building Materials 815,379 855,243 777,870 Service Industries - Business 979,752 1,141,632 1,198,690 Service Industries - Hotels 406,547 453,376 531,836 Service Industries - Other 278,041 278,777 294,869 All Other Categories 188,540 205,644 179,421 Total Retail Sales Tax Collections $ 16,763,909 $ 17,847,930 $ 19,415,583 Notes: (a) Effective March 2005, the Department of Revenue changed reporting retail sales industries from using the Standard Industrial Classification (SIC) code to use of the North American Industry Classification System (NAICS). Retail sales tax collections prior to the time of this change have not been adjusted. By State law, the City of Tukwila is prohibited from reporting individual sales tax payers. Sources: Tukw ila Finance Department and Washington State Department of Revenue. 157 page 2 of 2 2008 2009 2010 2011 2012 2013 2014 $ 1,967,785 118,780 375,263 492,960 1,760,449 2,231,745 1,830,576 1,718,898 2,103,630 1,312,603 1,066,183 619,657 1,129,380 548,962 318,696 185,312 $ 869,640 119,121 246,429 440,206 1,436,045 2,072,356 1,304,234 1,473,496 2,017,904 1,292,252 748,482 589,341 868,260 453,657 283,319 208,467 $ 917,250 99,975 387,234 441,822 1,346,750 2,068,263 1,380,407 1,521,741 2,018,304 1,342,964 664,310 499,383 882,012 428,450 215,045 366,925 $ 1,390,952 115,123 232,737 405,197 1,119,527 2,003,947 1,771,083 1,626,452 2,037,554 1,337,067 670,806 487,620 932,422 459,606 202,217 553,493 $ 961,125 143,792 390,252 432,608 1,077,613 2,000,865 1,537,143 1,703,741 2,082,930 1,472, 343 690,076 516,861 928,610 487,977 234,870 381,693 $ 1,212,594 174,705 386,964 475,688 1,108, 771 2,154, 523 1,405,274 1,870,200 2,070,198 1,529,101 690,691 565,734 968,996 502,721 246,802 525,133 $ 829,073 141,010 322,189 549,126 1,592,613 2,137,256 1,431,965 1,973,478 2,013,796 1,611,860 765,765 600,610 1,073,511 562,130 274,497 468,547 $ 17,780,879 $ 14,423,209 $ 14,580,835 $ 15,345,801 $ 15,042,499 $ 15,888,089 $ 16,347,426 158 CITY OF TUKWILA, WASHINGTON SCHEDULE 11 SALES TAX RATE DIRECT AND OVERLAPPING GOVERNMENTS LAST TEN FISCAL YEARS 2005 2006 2007(e) 2008 (d) 2009 (e) 2010 2011 2012 2013 2014 BASIC SALES TAX RATES City of Tukwila 0.84% 0.84% 0.84% 0.84% 0.84% 0.84% 0.84% 0.84% 0.84% 0.84% Washington State 6.50% 6.50% 6.50% 6.50% 6.50% 6.50% 6.50% 6.50% 6.50% 6.50% King County 0.15% 0.15% 0.15% 0.25% 0.25% 0.25% 0.25% 0.25% 0.25% 0.25% Regional Transit Authority 0.40% 0.40% 0.40% 0.40% 0.90% 0.90% 0.90% 0.90% 0.90% 0.90% Metro 0.80% 0.80% 0.90% 0.90% 0.90% 0.90% 0.90% 0.90% 0.90% 0.90% Criminal Justice 0.10% 0.10% 0.10% 0.10% 0.10% 0.10% 0.10% 0.10% 0.10% 0.10% Department of Revenue 0.01% 0.01% 0.01% 0.01% 0.01% 0.01% 0.01% 0.01% 0.01% 0.01% Administration Fee Total Basic Combined Sales Tax Rate 8.80% 8.80% 8.90% 9.00% 9.50% 9.50% 9.50% 9.50% 9.50% 9.50% SPECIAL SALES TAX RATES Restaurants (a) 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% 0.50% - Motor Vehicles (b) 0.30% 0.30% 0.30% 0.30% 0.30% 0.30% 0.30% 0.30% 0.30% 0.30% Notes: (a) King County Food & Beverage tax is in addition to the combined sales tax rate for restaurants, taverns and bars. The funds are used to finance the professional baseball stadium in Seattle. * NOTE: This tax expired on October 1, 2011 as taxes imposed to pay the construction bonds for the Seattle baseball stadium expired. (b) Effective July 1, 2003, all retail sales, leases and transfers of motor vehicles are subject to the additional sales tax of three - tenths of one percent (.003). The funds are used to finance transportation improvements. (°) Effective April 1, 2007, King County increased the local sales & use fax rate one -tenth of one percent (.001). The tax will be used for transportation purposes. (tl) Effective April 1, 2008, King County increased the local sales & use fax rate one -tenth of one percent (.001). The tax will be used for chemical dependency or mental health treatment services. (a) Effective April 1, 2009, the Regional Transit Authority Tax increased five - tenths of one percent (.005). The tax will be used to expand and coordinate light -rail, commuter -rail, and express bus service, and improve access to transit facilities in King, Pierce, and Snohomish Counties. Source: Washington State Department of Revenue Local Sales and Use Tax Rates. 159 160 $ 32,911,193 $ 39,112,848 $ 36,943,090 $35,049,696 $ 39,072,197 CITY OF TUKWILA, WASHINGTON SCHEDULE 12 RATIOS OF OUTSTANDING DEBT BY TYPE LAST TEN FISCAL YEARS Page 1 of 2 2005 2006 2007 2008 2009 GOVERNMENTAL ACTIVITIES General Obligation Bonds (°) Special Assessment (e) Leases Total Governmental Activities $ 19,775,262 $ 18,881,798 $ 17,946,335 $17,261,348 $ 22,453,003 19,775,262 1 8,881,798 BUSINESS -TYPE ACTIVITIES General Obligation Bonds 4,972,500 Revenue Bonds 3,143,360 Public Works Trust Fund Loans 4,911,253 Leases 108,818 Total Business -Type Activities 13,135,931 TOTAL PRIMARY GOVERNMENT(e) 4,547,500 5,824,452 9,781 ,151 77,947 20,231 ,050 17,946,335 4,102,500 5,470,162 9,378,506 45,587 18, 996, 755 17,261,348 3,642,500 5,1 12,231 9,021,951 11,666 17, 788, 348 22,453,003 3,423,797 4,790,000 8,405, 397 16,619,194 Population (b) Per Capita Personal Income (b) Percentage of Personal Income Debt Per Capita Notes: Details regarding the City's outstanding debt can be found in the Notes to the Financial Statements section. (b) Reference SCHEDULE 19, Demographic Statistics, for population and personal income data. "`" Data not available at time of publication. (Q) Includes amounts Due to Other Governments. (d) Prior year estimated population used due to unavailability of current year estimate. (e) Special assessment debt was issued in 2013 for the Klickitat Urban Access Project. Sources: U.S. Census Bureau, City of Tukw ila Finance Department. 17,110 $ 48,789 $ 3.97% $ 1,935 $ 17,930 52,655 4.16% 2,193 18,000 $ 57,409 3.58% $ 2,052 18,080 18,170 $ 58,141 $ 56,904 3.33% 3.78% $ 1,939 $ 2,150 45,000,000 40,000,000 35,000,000 30,000,000 25,000,000 20,000,000 15,000,000 10,000,000 5,000,000 Total Debt 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 161 $ 42,226,827 $ 39,202,326 $ 35,913,942 $ 37,553,180 $ 38,861,742 Page 2 of 2 2010 2011 2012 2013 2014 $ 26,763,975 $ 28,006,800 $ 25,752,600 $ 21,727,609 $ 23,851,376 - - 6,687,500 6,687,500 40,184 35,891 - - - 26,804,159 28,042,691 25,752,600 28,415,109 30,538,876 3,238,825 4,395,000 7,788,843 3,980,000 7,179,635 3,540,000 6,621,342 3,075,000 6,063,071 2,580,000 5,742,866 15,422,668 11,159,635 10,161,342 9,138,071 8,322,866 19,107 19,486 19,611 19,765 $ 44,271 $ 43,887 $ 43,333 $ 43,331 4.99% 4.58% 4.23% 4.38% $ 2,210 $ 2,012 $ 1,831 $ 1,900 $ 19,765 (d) 162 1,938 CITY OF TUKWILA, WASHINGTON SCHEDULE 13 RATIOS OF GENERAL BONDED DEBT OUTSTANDING LAST TEN FISCAL YEARS Net Debt Payable Ratio of Net Bonded Special Less Debt from Bonded Debt Debt Fiscal Gross Bonded Assessment Service Enterprise Net Bonded to Assessed per Year Population Assessed Value Debt Debt (a) Funds (b) Revenues Debt Value Capita 2005 17,110 3,610,558,767 24,713,000 1,305,239 4,972,500 18,435,261 0.51% 1,077 2006 17,930 3,947,933,512 25,648,290 - 1,075,347 4,547,500 20,025,443 0.51% 1,117 2007 18,000 4,450,243,674 24,421,474 - 1,233,234 4,102,500 19,085,740 0.43% 1,060 2008 18,080 5,175,709,975 23,125,007 - 1,250,275 3,642,500 18,232,231 0.35% 1,008 2009 18,170 4,973,984,133 25,876,800 - 135,438 3,423,797 22,317,565 0.45% 1,228 2010 19,107 4,809,486,786 29,950,150 3,050 3,238,825 26,708,275 0.56% 1,398 2011 19,107 4,752,606,030 28,006,800 - 3,330,312 24,676,488 0.52% 1,291 2012 19,486 4,649,191,308 25,752,600 - 3,012,381 22,740,219 0.49% 1,167 2013 19,611 4,756,373,688 21,727,609 6,687,500 696,346 27,718,763 0.58% 1,413 2014 19,765 5,054,078,747 23,851,376 6,687,500 673,804 29,865,072 0.59% 1,511 Note: (a) Special assessment debt was issued in 2013 for the Klickitat Urban Access Project. (b) Includes both restricted and assigned fund balance available for debr service payment. (c) These amounts are the general obligation bonds that are being repaid by the Foster Golf Course Fund. Sources: State of Washington Office of Financial Management King County Department of Assessments Tukw ila Finance Department 35,000,000 30,000,000 25,000,000 20,000,000 15,000,000 10,000,000 5,000,000 Net Bonded Debt 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 163 CITY OF TUKWILA, WASHINGTON SCHEDULE 14 COMPUTATION OF DIRECT AND OVERLAPPING DEBT AS OF DECEMBER 31, 2014 Jurisdiction Net General Percentage Estimated Obligation Debt Applicable to Applicable to Outstanding Tukw ila(1) Tukwila Direct: City of Tukw ila Overlapping: King County King County Library Port of Seattle Tukw ila School District #406 Hospital District #1 Total Overlapping Debt: Total Direct and Overlapping Debt: Sources: King County Office of Finance King County Office of Assessments $ 23,851,376 100.00% 796,669,841 1.40% 118,264,183 2.26% 225,420,000 1 .40% 13,238,402 90.87% 5.55% 1,153,592,426 $ 1,177,443,802 $ 23,851,376 11,153,378 2,672,771 3,155, 880 12, 029, 735 29,011,764 $ 52,863,140 (1) The percentage of overlapping debt applicable is estimated using taxable county assessed property values. $30,000,000 525,000,000 $20,000,000 - $15,000,000 - $10,000,000 $5,000,000 $- - Direct and Overlapping Debt ■ City of Tukwila ■ King County ■ King County Library • Port of Seattle ■ Tukwila School District • Hospital District 164 Legal debt margin $ 340,243,551 CITY OF TUKWILA, WASHINGTON SCHEDULE 15 LEGAL DEBT MARGIN INFORMATION LAST TEN FISCAL YEARS Page 1 of 2 2005 2006 2007 2008 2009 Debt Limit Total net debt applicable to limit Legal debt margin Total net debt applicable to the limit as a percentage of debt limit Assessed Value as of December 31, 2014 Debt Limit (7.5% of assessed value) Debt applicable to limit: General obligation bonds Other long -term debt Less: Amount set aside for repayment of general obligation debt and contracts payable Total net debt applicable to limit $ 270,791,907 $ 296,095,014 $ 333,768,277 $ 388,178,248 $ 373,048,810 23,407,761 24,494,996 23,188,240 21,881,765 28,291,920 $ 247,384,146 $ 271,600,018 $ 310,580,037 $ 366,296,483 $ 344,756,890 8.64% $ 5,054,078,747 379, 055, 906 23,288,621 16,197, 538 39,486,159 (673, 804) 38,812,355 Source: Tukw ila Finance Department 165 8.27% 6.95% 5.64% 7.58% Page 2 of 2 2010 2011 2012 2013 2014 $ 360, 711, 509 $ 356,445,452 $ 348, 689, 348 $ 356, 728, 027 $ 379, 055, 906 32,919,123 29,703,995 25,884,632 31,056,730 38,812,355 $ 327, 792, 386 $ 326, 741,457 $ 322, 804, 716 $ 325, 671, 297 $ 340, 243, 551 9.13% 8.33% 7.42% 8.71% 10.24% CITY OF TUKWILA, WASHINGTON SCHEDULE 16 REVENUE BOND COVERAGE - WATER BONDS LAST THREE FISCAL YEARS Net Revenue Fiscal Gross Operating Available for Debt Average Annual Debt Service Requirements Times Year Revenue) Expenses(b) Service Principal Interest Total Coverage) 2012 5,250,929 3,985,190 1,265,739 136,573 30,240 166,813 7.59 2013 5,763,713 4,363,133 1,400,580 121,771 24,534 146,305 9.57 2014 6,002,016 5,064,262 937,754 103,054 19,685 122,739 7.64 Notes: (a) Includes operating and non - operating revenue. Excludes capital contributions. (b) Includes operating expenses and non - operating expenses exclusive of depreciation, amortization and interest charges. (°) Bond financing requirements are that the average annual coverage is at least 1.25 times the average annual debt service for Water and Sewer revenue bonds. Sources: Tukw ila Finance Department 167 CITY OF TUKWILA, WASHINGTON SCHEDULE 17 REVENUE BOND COVERAGE - SEWER BONDS LAST THREE FISCAL YEARS Net Revenue Fiscal Gross Operating Available for Debt Average Annual Debt Service Requirements Times Year Revenue(') Expenses(b) Service Principal Interest Total Coverage(`) 2012 6,505,121 5,076,916 1,428,205 107,880 42,094 149,974 9.52 2013 7,387,048 5,032,120 2,354,928 109,829 40,054 149,883 15.71 2014 8,311,364 6,583,114 1,728,250 111,838 37,949 149,787 11.54 Notes: (a) Includes operating and non - operating revenue. Excludes capital contributions. (b) Includes operating expenses and non - operating expenses exclusive of depreciation, amortization and interest charges. (°) Bond financing requirements are that the average annual coverage is at least 1.25 times the average annual debt service for Water and Sewer revenue bonds. Sources: Tukw ila Finance Department 168 CITY OF TUKWILA, WASHINGTON SCHEDULE 18 REVENUE BOND COVERAGE - SURFACE WATER BONDS LAST NINE FISCAL YEARS Net Revenue Fiscal Gross Operating Available for Debt Average Annual Debt Service Requirements Times Year Revenue(') Expenses(b) Service Principal Interest Total Coverage(`) 2006 $2,434,657 $ 1,185,799 $ 1,248,858 $ 18,171 $ 9,501 $ 27,672 45.13 2007 2,393,067 1,335,256 1,057,811 19,080 9,976 29,056 36.41 2008 2,765,320 1,133,871 1,631,449 19,453 9,614 29,067 56.13 2009 2,672,554 1,670,565 1,001,989 19,800 9,263 29,063 34.48 2010 3,141,153 1,833,245 1,307,908 20,153 8,902 29,055 45.01 2011 3,493,373 1,813,223 1,680,150 20,513 8,530 29,043 57.85 2012 3,761,197 1,906,766 1,854,431 20,880 8,147 29,027 63.89 2013 3,886,734 1,774,380 2,112,354 21,257 7,752 29,009 72.82 2014 4,248,174 2,463,255 1,784,919 21,646 7,345 28,991 61.57 Notes: (a) Includes operating and non - operating revenue. Excludes capital contributions. (b) Includes operating expenses and non - operating expenses exclusive of depreciation, amortization and interest charges. (°) Bond financing requirements are that the average annual coverage is at least 1.25 times the average annual debt service for Surface Water revenue bonds. No revenue bond coverage for surface water bonds prior to 2006. Source: Tukw ila Finance Department Coverage Rati o 100.00 80.00 60.00 40.00 20.00 Surface Water Revenue Bonds 2006 2007 2008 2009 2010 2011 2012 2013 2014 169 CITY OF TUKWILA, WASHINGTON SCHEDULE 19 WATER SYSTEM CUSTOMERS BY CATEGORY LAST 5 FISCAL YEARS TYPE 2010 2011 2012 2013 2014 No. % No. % No. % No. % No. Residential 1,221 58.1 1,227 58.0 1,227 58.0 1,238 58.5 1,246 58.6 Commercial /Industrial 707 33.7 716 33.9 718 33.9 708 33.4 708 33.3 Multi - Family 172 8.2 172 8.1 172 8.1 172 8.1 172 8.1 TOTAL 2,100 100.0 2,115 100.0 2,117 100.0 2,118 100.0 2,126 100.0 Data is not available prior to 2010. Source: City of Tukw ila 170 PERCENT OF TOTAL REVENUES REVENUES CITY OF TUKWILA, WASHINGTON SCHEDULE 20 LARGEST CUSTOMERS OF THE WATER SYSTEM AS OF DECEMBER 31, 2014 CUSTOMER INDUSTRY PERCENT OF CUBIC FEET TOTAL (00) CONSUMPTION Boeing Co Westfield Shoppingtown Shasta Beverage Hilton Hotels City of Tukwila Regency Cleaners CHA Southcenter LLC Riverside Residences Canyon Estates Costco Total Total System -wide Source: City of Tukwila Airplane manufacturer Shopping mall Food Products Lodging Municipality Cleaners Lodging Lodging Condominiums Cash & carry warehouse 128,802 43,089 41,346 21,597 16,757 14,817 13,557 11,715 11,653 11,596 314,929 12.81 4.29 4.11 2.15 1.67 1.47 1.35 1.17 1.16 1.15 31.33 1,005,253 100.00 171 % $ 753,059 235,156 199,334 108,624 147,174 71,952 69,946 57,230 76,843 63,190 $ 1,782,508 12.70 3.97 3.36 1.83 2.48 1.21 1.18 0.97 1.30 1.07 30.07 $ 5,927,963 100.00 % CITY OF TUKWILA, WASHINGTON SCHEDULE 21 SEWER SYSTEM CUSTOMERS BY CATEGORY LAST 5 FISCAL YEARS TYPE 2010 2011 2012 2013 2014 No. % No. % No. % No. % No. Residential 898 52.9 909 53.0 919 53.2 944 54.2 954 54.5 Commercial /Industrial 641 37.7 645 37.6 647 37.5 637 36.6 637 36.4 Multi - Family 160 9.4 160 9.3 161 9.3 161 9.2 161 9.2 TOTAL 1,699 100.0 1,714 100.0 1,727 100.0 1,742 100.0 1,752 100.0 Data is not available prior to 2010. Source: City of Tukw ila 172 CITY OF TUKWILA, WASHINGTON SCHEDULE 22 LARGEST CUSTOMERS OF THE SEWER SYSTEM AS OF DECEMBER 31, 2014 CUSTOMER INDUSTRY PERCENT OF CUBIC FEET TOTAL (00) CONSUMPTION PERCENT OF TOTAL REVENUES REVENUES Boeing Co Seattle Rendering Works Westfield Shoppingtown Hilton Hotels Regency Cleaners City of Tukwila CHA Southcenter LLC Canyon Estates Costco Terrace Apartments Airplane manufacturer Food by- products Shopping mall Lodging Cleaners Municipality Lodging Condominiums Cash & carry warehouse Apartments 58,730 46,931 42,294 18,573 14,817 14,076 13,557 11,653 10,847 9,978 8.39 6.70 6.04 2.65 2.12 2.01 1.94 1.66 1.55 1.42 $ 725,805 539,899 514,001 213,689 170,475 78,185 155,978 120,971 125,834 113,675 9.03 6.72 6.40 2.66 2.12 0.97 1.94 1.51 1.57 1.41 Total 241,456 34.48 $ 2,758,512 34.33 Total System -wide Source: City of Tukw ila OA 700,232 100.00 % $ 8,034,451 100.00 % 173 CITY OF TUKWILA, WASHINGTON SCHEDULE 23 DEMOGRAPHIC STATISTICS LAST TEN FISCAL YEARS Per Capita Personal Number of Number of Tukw ila School Fiscal Personal Income (b) Single- Family Multi - Family District Unemployment Year Population Income (a) (in thousands) Homes Units Enrollment Rate (`) 2005 17,110 48,789 834,780 3,791 4,107 2,650 6.4% 2006 17,930 52,655 944,104 3,838 4,107 2,698 5.7% 2007 18,000 57,409 1,033,362 3,864 4,107 2,862 5.0% 2008 18,080 58,141 1,051,189 3,884 4,107 2,769 5.9% 2009 18,170 56,904 1,033,946 3,885 4,107 2,795 10.9% 2010 19,107 44,271 845,886 3,892 4,107 2,907 11.7% 2011 19,107 43,887 838,549 3,894 4,094 2,870 7.6% 2012 19,486 43,333 844,387 3,896 4,094 2,902 7.4% 2013 19,611 43,331 849,764 3,915 4,094 2,882 5.2% 2014 19,765 . "* "'. 3,920 4,103 2,978 4.1% Notes: (a) Per Capita Personal Income data shown is for King County. Specific data for City of Tukwila is not available. (b) Personal Income estimates are calculated by multiplying Tukwila population by the Per Capita Personal Income estimates for Tukwila and are based on a revised methodology that provides for more accuracy. See also Footnote (a). (c) Unemployment rates are listed and estimated using the census -share method. " "" Data not available at time of publication. Sources: Tukwila Planning Division, Department of Community Development State of Washington Office of Financial Management Work Force Development Council of Seattle - King County (Unemployment Data) Tukw ila School District #406 US Bureau of Economic Analysis 14.0% 12.0% 10.0% 8.0% 6.0% 4.0% 2.0% 0.0% Unemployment Rate 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 174 CITY OF TUKWILA, WASHINGTON SCHEDULE 24 PRINCIPAL EMPLOYERS CURRENT YEAR AND NINE YEARS AGO Name of Company/Employer Product or Business 2014 Full & Percentage of Part -Time Total City Employment Employees 2005 Full & Part -Time Employment Percentage of Total City Employees Boeing Company Group Health Cooperative King County Metro Costco Wholesale Boeing Employees Credit Union Nordstrom Macy's Real Time Staffing Services Inc. Red Dot Corporation Triumph Expo & Events Inc Sub -total - Major Employers All Other Employment Airplane company Data Ctr /Lab /Pharmacy /Mfg. Transit operating base Cash /carry Warehouse Banking /Credit Union Department Store Department Store Employment Agency Heater /air conditioning equipment Trade Show Services 7,516 1,880 914 823 576 514 376 338 308 300 13,545 26,673 18.69% 4.67% 2.27% 2.05% 1.43% 1.28% 0.93% 0.84% 0.77% 0.75% 9,638 1,400 559 589 384 398 375 357 13,700 28,180 TOTAL EMPLOYMENT 40,218 41,880 Source: Tukw ila Finance Department - Business Licenses 175 23.01% 3.34% 1.33% 1.41% 0.92% 0.95% 0.90% 0.00% 0.85% 0.00% CITY OF TUKWILA, WASHINGTON SCHEDULE 25 FULL TIME EQUIVALENT EMPLOYEE BY DEPARTMENT LAST TEN FISCAL YEARS 2005 2006 2007 2008 2009 2010 - 2011 2012 2013 2014 DEPARTM ENT Administrative Services (a) 22.75 23.75 26.75 19.75 - - - - Council 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00 Mayor (b) 11.00 11.00 12.00 11.00 16.00 17.00 15.75 16.75 17.75 21.00 Human Resources (a) - - - 4.00 4.00 4.00 4.00 4.00 4.00 Finance 12.00 11.00 11.00 12.00 12.00 13.00 11.00 12.00 12.00 12.00 Recreation 22.00 22.50 23.50 23.50 22.50 20.75 16.25 16.25 16.25 16.00 Community Development 20.88 20.88 20.25 24.25 24.25 23.00 22.63 23.38 22.13 21.63 - - 9.75 8.75 8.75 9.00 9.00 9.10 81.00 83.00 80.00 83.00 82.00 80.00 83.00 88.00 87.50 89.00 67.00 65.00 66.00 64.00 63.00 65.00 66.00 67.00 67.00 67.00 - - - 8.00 8.00 8.00 8.00 7.00 6.00 35.00 34.00 32.00 33.00 32.00 30.00 30.00 30.00 31.00 31.00 10.50 10.25 7.50 7.50 7.50 7.50 7.50 7.50 6.00 7.00 11.00 10.00 11.00 12.00 12.00 11.00 12.00 12.00 12.50 11.50 6.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00 3.00 3.00 3.00 2.00 2.00 1.00 2.00 2.00 2.00 2.00 9.50 9.25 9.25 9.75 9.75 10.00 9.25 8.25 9.25 8.25 7.00 7.00 7.00 8.00 8.00 7.00 8.00 8.00 8.00 8.00 4.00 5.00 4.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 Court (a) Police (o) Fire Information Technology (a) Public Works Parks Street Water Sew er Golf Surface Water Equipment Rental Metropolitan Park District Pool (d) 2.00 2.00 2.00 2.00 329.63 329.63 327.25 328.75 331.75 325.00 325.13 333.13 332.38 334.48 Notes: Based on filled positions not budgeted positions. The departments for Human Resources, Court, City Clerk and Information Technology were previously reported under Administrative Services. (b) The department of City Clerk began reporting to the Mayor's department in 2009. ( °) The department of City Clerk began reporting to the Mayor's department in 2009. (d) On September 12, 2011, the Board of Commissioners approved the formation of the Tukwila Metropolitan Park District (MPD) Pool. For the comprehensive annual financial report years of 2011 and 2012, the MPD Pool was treated as a discretely presented component unit. Effective with the report year 2013, statistical information is now included for the MPD and presented as a blended component unit. Sources: Tukw ila Finance Department 176 CITY OF TUKWILA, WASHINGTON SCHEDULE 26 OPERATING INDICATORS BY FUNCTION LAST TEN FISCAL YEARS 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 FUNCTION Police Number of Calls for Service 32,922 33,686 33,985 35,816 33,095 32,889 30,272 31,916 31,355 29,840 Fire Number of Responses 4,710 4,921 4,673 4,824 4,654 4,574 4,649 4,844 4,604 5,156 Total Fire Loss $1,414,741 $2,982,265 $3,065,005 $2,300,685 $1,934,596 $1,655,571 $1,601,596 $675,847 $343,495 $2,738,080 Total Inspections 5,482 4,705 4,845 6,787 6,787 i0 1,550 mi 1,360 ibi 4,541 3,389 3,850 Parks and Recreation Class Participants 64,000 64,000 98,087 109,273 103,603 85,693 64,049 58,260 52,319 45,514 Community Ctr Admissions 33,750 34,850 90,141 117,533 134,183 134,275 115,728 116,136 114,748 132,397 Rounds of Golf Rayed 54,449 55,195 55,446 53,565 53,800 50,445 45,947 47,392 47,757 47,267 Pool Attendance 72,778 72,963 57,624 59,077 80,727 101,128 66,213 69,332 71,233 79,537 Street Mles 79 79 79 79 79 79 79 79 79 79 Hours Maintaining 15,243 16,970 17,540 19,840 22,140 20,360 20,360 22,920 16,767 8,627 Signalized Intersections 61 61 63 63 59 59 59 62 62 62 Hours Maintaining 9,054 7,642 7,540 7,540 6,700 6,925 6,925 7,000 8,815 3,012 Water Utility Services Total Customers 2,164 2,117 2,113 2,109 2,112 2,100 2,109 2,117 2,118 2,126 Total Gallons/Water(in thousands) 886,000 789,981 680,649 660,915 731,469 630,755 625,976 650,659 645,982 668,740 Sanitary Sewer Total Customers 1,710 1,720 1,718 1,684 1,694 1,699 1,710 1,727 1,742 1,752 Surface Water Total Customers Licenses Business Licenses Outside Contractors 5,100 5,107 5,156 5,164 5,204 5,207 5,207 5,212 5,226 5,239 2,286 2,354 2,350 2,523 2,422 2,454 2,611 2,030 1,877 2,208 6I 1,066 1,132 1,216 Permits Building Permits 430 422 425 423 265 290 389 354 374 347 Mechanical Permits 193 239 238 256 159 160 180 191 221 216 Electrical Permits N/A N/A 758 1,533 821 955 1,158 1,175 1,337 1,223 Plumbing Permits N/A 192 306 264 145 163 187 210 167 184 Public Works Pernits 112 144 136 154 131 138 106 126 155 152 Libraries Number of Libraries 3 3 3 3 3 2 2 2 2 2 Total Circulation 215,115 320,794 306,001 303,665 318,991 327,004 333,451 332,509 313,571 284,667 Notes: iai Construction of new clubhouse completed and opened in 2003. 0) Due to information system and data program transitioning, this total does not include fire prevention staff inspections at this time as reported in prior years. r`i During 2012, Outside Contractors began their ow n business licensing category. Prior to this, outside contractors w ere consolidated w ith current year issued licenses. * Information not available. ** Pool facilities acquired from King County in 2003. Sources: Tukwila Departments, King County Library System 177 CITY OF TUKWILA, WASHINGTON SCHEDULE 27 CAPITAL ASSETS BY FUNCTION LAST TEN FISCAL YEARS 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 FUNCTION General Government Total City Area (Square Miles) 8.6 8.6 8.6 8.6 9.7 9.7 9.7 9.6 9.6 9.6 Public Safety Police: Number of Vehicle Units 64 64 64 67 70 76 84 88 81 89 Fire: Number of Fire Stations 4 4 4 4 4 4 4 4 4 4 Number of Engines /Rescue Trucks /Ladders 8 9 9 9 9 8 7 7 7 9 Number of Medical Aid Vehicles 2 2 2 2 2 2 1 1 1 1 Number of Hazardous Materials Trailer Units 1 1 2 2 2 2 2 2 2 2 Transportation Paved Streets (lane miles) 163 163 163 163 178 178 178 188.2 188.2 188.2 Sidewalks (miles) 54 54 54 54 56 56 56 64.8 64.8 64.8 Number of Traffic Signals 55 55 57 57 59 59 59 64 63 63 Number of Streetlights Owned by Seattle City Light 1,180 1,180 1,180 1,180 1,180 1,335 1,335 (`) 901 901 902 Number of Streetlights Owned by Puget Sound Energy 670 670 670 670 696 696 623 cc> 187 187 187 Number of Streetlights Owned by City of Tukwila - - - - (c) 1,210 1,216 1224 Culture and Recreation Parks Acreage (a) 158 161 160 162 162 162 162 175.6 175.6 175.6 Number of Parks 15 16 18 18 18 18 18 19 19 19 Golf Course Acreage 67 67 67 67 67 67 67 77.26 77.26 77.26 Maintained Trails (stiles) 11 11 11 11 15 15 15 15 15 15 Nurrber of Playgrounds 13 13 13 13 11 11 11 11 11 11 Swimming Pool 1 1 1 1 1 1 Visitor Center 1 1 1 1 1 1 1 1 1 1 Community Center /Recreation Facilities 1 1 1 1 1 1 1 1 1 1 Number of Libraries 3 3 3 3 3 2 2 2 2 2 Water Water Distribution Mains (miles) 45 45 47 47 41 41 41 41 41 49 Maximum Daily Capacity (millions of gallons) 10 10 10 10 10 10 10 10 10 10 Number of Fire Hydrants (Ow ned by City of Tukw ila) 533 537 555 572 541 542 554 576 576 576 Vehicles 7 7 8 8 8 8 8 8 8 9 Sewer Sanitary Sewers (miles) 33 33 37 37 37 37 37 37 37 37 Maximum Daily Treatment Capacity (millions of gallons) 6.33 6.33 6.33 6.33 6.33 6.33 6.33 6.33 6.33 6.33 Vehicles 3 5 5 6 6 6 6 6 5 4 Surface Water Storm Drains (miles) (b) 60 62 67 67 69 69 70 70 70 70 Vehicles 5 4 4 4 4 4 4 4 4 8 Notes: (a) Reflects the correct reporting of data for Culture and Recreation - Parks Acreage for the years 2001 through 2006. Parks acreage previously reported included golf course acreage. (b) Reflects the correct reporting of data for Surface Water - Storm Drains (miles) for the years 2001 through 2006. Miles previously reported were incorrect data estimates. (`) Reflects changes in 2012 inventory and ownership of street lights due to the routing of more units into the City's meters. Also, additional street lights were added due to new construction for Southcenter Parkway Extension and Klickitat Projects. Sources: Various Departments-Tukw ila 178