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HomeMy WebLinkAbout2005 Comprehensive Annual Financial Report (CAFR)The City of Tukwila, Washington COMPREHENSIVE ANNUAL FINANCIAL REPORT For the Year Ended December 31, 2005 Prepared by the City of Tukwila Finance Department STEVEN M. MULLET, MAYOR TUKWILA CITY COUNCIL Pam Linder, President Joe Duffie Pam Carter Dennis Robertson Joan Hernandez Jim Haggerton David Fenton 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT COMPREHENSIVE ANNUAL FINANCIAL REPORT For the Year Ended December 31, 2005 TABLE OF CONTENTS I. INTRODUCTORY SECTION Table of Contents PAGE Table of Contents i Letter of Transmittal 1 GFOA Certificate of Achievement 5 Administrative Organization Structure, Principal Officials, and Council Committees 7 II. FINANCIAL SECTION Auditor's Opinion 9 Management's Discussion and Analysis 11 Basic Financial Statements Government -wide Financial Statements Statement of Net Assets 23 Statement of Activities 24 Fund Financial Statements Balance Sheet — Governmental Funds 26 Statement of Revenues, Expenditures, and Changes in Fund Balances — Governmental Funds 28 Statement of Revenues, Expenditures, and Changes in Fund Balances— Budget (GAAP Basis) and Actual General Fund 30 Hotel /Motel Tax 31 Arterial Street 32 Statement of Net Assets — Proprietary Funds 33 Statement of Revenues, Expenses, and Changes in Fund Net Assets — Proprietary Funds 34 Statement of Cash Flows — Proprietary Funds 35 Statement of Fiduciary Net Assets — Fiduciary Fund — Firemen's Pension Trust Fund 36 Statement of Changes in Fiduciary Net Assets — Fiduciary Fund — Firemen's Pension Trust Fund 37 Notes to the Financial Statements 38 Required Supplementary Information Firemen's Pension Trust Fund 70 Notes to the Required Supplementary Information — Firemen's Pension Trust Fund 71 Combining and Individual Fund Statements and Schedules Combining Statements — All Nonmajor Governmental Funds Fund Descriptions 75 Combining Balance Sheet 76 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 77 Combining Statements — Special Revenue Funds Fund Descriptions 79 Combining Balance Sheet 80 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 81 Schedules of Revenues, Expenditures, and Changes in Fund Balances — Budget (GAAP Basis) and Actual Valley Narcotics Enforcement Team 82 City of Tukwila Table of Contents Street Fund 83 Contingency Fund 84 Fire Equipment Cumulative Reserve Fund 85 Combining Statements — Debt Service Funds Fund Descriptions 87 Combining Balance Sheet 88 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 89 Schedules of Revenues, Expenditures, and Changes in Fund Balances — Budget (GAAP Basis) and Actual Limited Tax G.O. Bonds, 1999 90 Limited Tax G.O. Bonds, 2000 91 Limited Tax G.O. Bonds, 2003 92 Limited Tax G.O. Refunding Bonds, 2003 93 Combining Statements — Capital Projects Funds Fund Descriptions 95 Combining Balance Sheet 96 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances 97 Schedules of Revenues, Expenditures, and Changes in Fund Balances — Budget (GAAP Basis) and Actual Land Acquisition, Recreation and Park Development Fund 98 Facility Replacement Fund 99 General Government Improvements 100 Combining Statements — Internal Service Funds Fund Descriptions 101 Combining Statement of Net Assets 102 Combining Statement of Revenues, Expenses, and Changes in Fund Net Assets 103 Combining Statement of Cash Flows 104 III. STATISTICAL SECTION Government -wide Information: Government -wide Expenses by Function 106 Government -wide Revenues 107 Fund Information: General Governmental Expenditures by Function —Last Ten Fiscal Years 108 General Governmental Revenues by Source —Last Ten Fiscal Years 109 Property Tax Levies and Collections —Last Ten Fiscal Years 110 Assessed and Estimated Actual Value of Taxable Property —Last Ten Fiscal Years 111 Property Tax Rates — Direct and Overlapping Governments —Last Ten Fiscal Years 112 Ratio of Net General Bonded Debt to Assessed Value and Net Bonded Debt Per Capita —Last Ten Fiscal Years 113 Computation of Legal Debt Margin— December 31, 2005 114 Computation of Direct and Overlapping Debt — December 31, 2005 115 Ratio of Annual Debt Service Expenditures for General Bonded Debt to Total General Governmental Expenditures -Last Ten Fiscal Years 116 Revenue Bond Coverage — Water and Sewer Bonds —Last Ten Fiscal Years 117 Demographic Statistics —Last Ten Fiscal Years 118 Construction and Property Value — Last Ten Fiscal Years 119 Principal Property Taxpayers— December 31, 2005 120 2005 Salary Ranges of Principal Officials 121 Major Employers — 2005 122 Miscellaneous Statistics and Information — December 31, 2005 123 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Table of Contents City of Tukwila Table of Contents City of Tukwila FINANCE DEPARTMENT 6200 Southcenter Boulevard Tukwila, Washington 98188 -2599 (206) 433 -1835 June 29, 2006 Honorable Steven Mullet, Mayor Members of the Tukwila City Council Citizens of Tukwila City of Tukwila 6200 Southcenter Boulevard Tukwila, Washington 98188 -2599 Subject: TRANSMITTAL OF 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Dear Mayor, Council Members, and Citizens: The City of Tukwila Comprehensive Annual Financial Report (CAFR) for the fiscal year ended December 31, 2005 is hereby submitted. Responsibility for both the accuracy of the data and the completeness and fairness of the presentation, including all disclosures, rests with the City. To the best of my knowledge and belief, the enclosed data is accurate in all material respects and is reported in a manner designed to present fairly the financial position and results of operations of the various funds and agencies of the City. All disclosures necessary to enable the reader to gain an understanding of Tukwila's financial activities have been included. The Comprehensive Annual Financial Report is presented in three sections: introductory, financial, and statistical. This introductory section includes this transmittal letter, the City's organization chart, and a list of principal officials. The financial section includes the State Auditor's report on the financial statements and schedules, Management's Discussion and Analysis, Government -wide Financial Statements, Fund Financial Statements, Notes to the Financial Statements, Required Supplementary Information, Combining and Individual Fund Statements, and Schedules. The statistical section includes selected financial and demographic information, generally presented on a multi -year basis. This report includes all funds and agencies of the City. As an aid to the reader, the major sections of this report have been segregated by divider pages, which provide introductions for the sections. Generally Accepted Accounting Principles (GAAP) 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 transmittal letter is designed to compliment the MD &A and should be read in conjunction with it. The City's MD&A can be found immediately following the report of the independent auditors. PROFILE OF THE GOVERNMENT The City of Tukwila is a noncharter 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 council. City of Tukwila Letter of Transmittal 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 and a utility. The City operates its own municipal 18 -hole golf course. The utility provides sewer, water, and storm & surface water services. The City 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 17,110; however, the daytime shopper /visitor and working population can reach over 100,000 during the holiday shopping season. FACTORS AFFECTING FINANCIAL CONDITION Local Economy A diverse regional economy is led by the Boeing Airplane Company and other smaller manufacturing companies. The Puget Sound region is a major international trade gateway to the Far East. Also, high tech industries such as Microsoft 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 at the crossroads of the State's most significant freeway network (the I -5 and I -405 interchange) and planned multi -modal transit center and commuter light rail, reinforces the well - established advantages of Tukwila as a business location. These major transportation systems and 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 sales tax bases in the State of Washington, with $17.130 million in revenue for 2005. The total combined retail sales activity amounted to approximately $2.04 billion in 2005. At the center of this strength is the Westfield Shoppingtown Southcenter and Parkway Plaza retail development, which combine to create one of the largest retail concentrations on the west coast. This strength has attracted new retail establishments to locate in Tukwila. This diversified revenue base is further supported by an assessed valuation of $3.6 billion as well as our above - mentioned sales tax base, and has allowed the City to pursue an aggressive capital improvement program. Long -term Financial Planning The City adopts a new six -year financial planning model each year. This model includes the current year budget and five future years. This model includes all government operations including the six -year capital plan. There is a separate section for the General Government and the Business Activities. 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Letter of Transmittal This model, which is updated each year, provides a long -term look at the City's ability to complete its mission and capital plan. New revenue generation and new program development is overlaid on the model to determine fiscal impacts. Cash Management and Investments The City operates an aggressive cash management program, investing all surpluses as determined by anticipated cash flow needs. Investment decisions are based on established investment policies, analysis of liquidity requirements, safety assurances and yield. The City's portfolio has included U.S. Government Securities, Bankers Acceptances, and time deposits with maturities ranging from twenty -nine days to three years during 2005. Also, the Washington State Treasurer has oversight responsibility for an investment pool for use by any city, county, town, municipal corporation, or special taxing district within the state. Municipalities determine the amount and length of investment based on individual cash flow needs. Interest is earned based on the pool's actual experience for the month, less an administrative fee. The interest rate earned by the pool has become a recognized benchmark for entities to measure their own portfolio performance. The City had $11,320,011 in the pool at year -end, and during the year this vehicle was used frequently for short -term investing. Risk Management It is the City's policy to self - insure for unemployment benefits as well as medical and dental costs. All buildings, equipment and vehicles are insured by carriers for coverage at replacement value. The City is a member of the Washington Cities Insurance Authority (WCIA) as of January 1, 1984. The WCIA is a municipal corporation and not a joint venture per the Washington State Auditor's Office. The pooling arrangement with 114 other entities provides the City's general liability, vehicle liability, false arrest, and errors and omissions coverage. (See Note 14 for a more expansive discussion). Pension and Other Post Employment Benefits All employees are covered by State of Washington pension systems, public safety employees by the Law Enforcement Officers and Fire Fighters system (LEOFF), and non - public safety personnel by the Public Employees Retirement System (PERS). Also, there is a separate firemen's pension system for firefighters who retired prior to March 1, 1970. (See Note 8 Pension Plans for a more detailed review of these pension systems). Post retirement benefits are available currently to 39 LEOFF retirees. The total amount paid in 2005 was $458,341. (See Note 15 Other Post Employment Benefits for further information). Independent Audit State law requires an annual audit of all books of account, financial records and transactions by the State Auditor, who is an independently elected state official. The State Auditor has broad legal authority to inquire into all financial and legal compliance matters, and his audit opinion is considered to be at least equal in authority to that made by an independent certified public accounting firm. The audit is conducted under the Federal Government's Single Audit Act (as revised in 1996), and is conducted in conformance with generally accepted auditing standards. The financial statements of all City funds are included in this audit, and the City has been given City of Tukwila Letter of Transmittal an unqualified opinion for 2005. Please see the Auditor's Opinion directly following the divider entitled "Financial Section" in this document. CERTIFICATE OF ACHIEVEMENT 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 ended December 31, 2004. This was the 18th consecutive year that the government has achieved this prestigious award. In order to be awarded a 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. ACKNOWLEDGMENTS 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 data collection, document processing, layout and formatting 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 2005 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, Kevin A. Fuhrer Finance Director cc: Office of the State Auditor 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Letter of Transmittal Certificate of Achievement for Excellence in Financial Reporting Presented to City of Tukwila, Washington For its Comprehensive Annual Financial Report for the Fiscal Year Ended December 31, 2004 A Certificate of Achievement for Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to government units and public employee retirement systems whose comprehensive annual financial reports (CAFRs) achieve the highest standards in government accounting and financial reporting. President Executive Director City of Tukwila Letter of Transmittal City of Tukwila Administrative Organization Structure, Principal Officials, and Council Committees ADMINISTRATIVE ORGANIZATION STRUCTURE AND PRINCIPAL OFFICIALS KIMBERLY WALDEN Municipal Court Judge STEVEN M. MULLET Mayor RHONDA BERRY City Administrator CITY COUNCIL KENYON DISEND, PLLC City Attorney KEVIN A. FUHRER Finance Director VIKI JESSOP Administrative Services Director BRUCE FLETCHER Parks and Recreation Director DAVID HAYNES Police Chief STEVE LANCASTER Director, Community Development NICK OLIVAS Fire Chief COUNCIL COMMITTEES FINANCE AND SAFETY COMMITTEE TRANSPORTATION Dennis Robertson, Chairperson Pam Carter, Member Dave Fenton, Member JIM MORROW Public Works Director Jim Haggerton, Chairperson Joe Duffie, Member Pam Carter, Member COMMUNITY AFFAIRS AND PARKS UTILITIES Joe Duffie, Chairperson Joan Hernandez, Member Dennis Robertson, Member Dave Fenton, Chairperson Joan Hernandez, Member Jim Haggerton, Member 7 City of Tukwila Introductory Section - 8 - City of Tukwila Auditor's Opinion 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Management's Discussion and Analysis CITY OF TUKWILA MANAGEMENT'S DISCUSSION AND ANALYSIS For the Year Ended December 31, 2005 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, 2005. 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 assets, the amount by which total assets exceed total liabilities, equal $198.3 million. A total of 81.3 percent or $161.2 million of total net assets is invested in capital assets such as streets, land, buildings, equipment, and other improvements. The remaining net assets of $37.1 million is available for debt service, capital projects, and to meet the government's ongoing activities and obligations. • The government's net assets increased by $6.8 million in 2005. Government activities provided $6.4 million or 94.4 percent with the remainder being provided by the business -type activities. • As of the close of the current fiscal year, the City of Tukwila's governmental funds reported combined ending fund balances of $22,324,467 an increase of $379,555 in comparison with the prior year. Approximately 94.3 percent of this total amount, $21,061,217, is available for spending at the government's discretion (unreserved fund balance). • At the end of the current fiscal year, unreserved fund balance for the general fund was $8,408,104, or 25.3 percent of total general fund expenditures. • The City of Tukwila's total debt decreased by $1,746,000 (5.9 percent) during the current fiscal year. The key factor in this net decrease was due to the retirement of bond principal. 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 a financial whole or as an entire operating entity. The statements then proceed to provide an increasingly detailed look at specific financial conditions. The Statement of Net Assets 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 nonmajor funds presented in total in one column. City of Tukwila Management's Discussion and Analysis OVERVIEW OF THE FINANCIAL STATEMENTS This discussion and analysis is intended to serve as an introduction to the City of Tukwila's basic financial statements. The City of Tukwila's basic financial statements include three components: 1) government -wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. With the implementation of Governmental Accounting Standards Board (GASB) Statement No. 34 during the 2002 year, we have changed the presentation of the City's financial statements. The new focus is on both the City as a whole (government -wide) and the major individual funds. The dual perspectives allow the reader to address relevant questions, broaden a basis for comparison (year to year or government to government) and enhance the City's accountability. The GASB establishes reporting standards for state and local governments whereas the City's budget is the responsibility of City elected officials and officers. Government -wide Financial Statements The Government -wide Financial Statements are designed to provide readers with a broad overview of the City of Tukwila's finances, in a manner similar to a private sector business. The Statement of Net Assets presents information on all of the City of Tukwila's assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position of the City of Tukwila is improving or deteriorating. The Statement of Activities presents information showing how the City's net assets changed during the most recent fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will result in cash flows in future fiscal periods (e.g., uncollected taxes and earned but unused vacation leave). The Statement of Activities is focused on both the gross and net cost of various activities (including governmental and business- type). This is intended to summarize and simplify the reader's analysis of the revenues and costs of various city activities and the degree to which activities are subsidized by general revenues. Both of the government -wide financial statements distinguish functions of the City of Tukwila that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business -type activities). The governmental activities of the City of Tukwila include general government, public safety, physical environment, transportation, economic environment, culture and recreation, and interest on long -term debt. The business -type activities of the City of Tukwila include the Water /Sewer Utility, Foster Golf Course, and Surface Water Utility. The Government -wide Financial Statements can be found on pages 23 — 25 of this report. 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Management's Discussion and Analysis Fund Financial Statements Traditional readers of governmental financial statements will find the Fund Financial Statements presentation familiar. However, the focus is now on major funds, rather than fund types. A fund is a grouping of related accounts used to maintain control over resources that are segregated for specific activities or objectives. The City of Tukwila, like other state and local governments, used fund accounting to ensure and demonstrate compliance with finance- related legal requirements. All of the funds of the City can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. Governmental Funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government -wide financial statements. However, unlike the government -wide financial statements, governmental fund financial statements focus on near -term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government's near term financing requirements. Because the focus of governmental funds is narrower than that of the government -wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government -wide financial statements. By doing so, readers may better understand the long -term impact of the government's near -term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for three major funds and an aggregate total for all nonmajor funds. The City's major governmental funds are the General Fund, Hotel /Motel Tax Fund, and the Arterial Street Fund. Individual fund data for each of the nonmajor governmental funds is provided in the form of combining statements elsewhere in this report. The Governmental Fund Financial Statements can be found on pages 26 — 32 of this report. Proprietary Funds. The City of Tukwila maintains two different types of proprietary funds. Enterprise funds are used to report the same functions presented as business -type activities in the government -wide financial statements. Internal service funds represent an accounting device used to accumulate and allocate costs internally among the City of Tukwila's various functions. The City of Tukwila uses internal service funds to account for general services such as equipment rental and the City's self - insured medical plan. Because internal service funds predominantly benefit governmental rather than business -type functions, they have been included within governmental activities in the government -wide financial statements. Proprietary fund financial statements provide the same type of information as the government - wide financial statements, but in greater detail. The internal service funds are combined for presentation purposes. Individual fund data for the City's nonmajor proprietary funds are provided in the form of combining statements elsewhere in this report. The Proprietary Fund Financial Statements can be found on pages 33 — 35 of this report. - 13 - City of Tukwila Management's Discussion and Analysis Fiduciary Funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the government. Fiduciary funds are not reflected in the government -wide financial statements because the resources of those funds are not available to support the City's own programs. The accounting used for fiduciary funds is much like that used for proprietary funds. The Fiduciary Fund Financial Statements can be found on pages 36 — 37 of this report. 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 on pages 38 — 68 of this report. Other Required Information. In addition to this discussion and analysis, this report also presents required supplementary information on pension plan funding. Required supplementary information can be found on pages 69 - 72 of this report. The combining statements referred to earlier are presented immediately following the required supplementary information. Combining and individual fund statements can be found on pages 73 - 104 of this report. GOVERNMENT -WIDE FINANCIAL ANALYSIS As noted earlier, net assets may serve over time as a useful indicator of a government's financial position. For the City of Tukwila, total assets exceeded liabilities by $198,308,356 at December 31, 2005. The largest portion of the City's net assets (81.3 percent) reflects its investment in capital assets (e.g., land, buildings, machinery, and equipment) less any related debt used to acquire those assets that is still outstanding. The City of Tukwila uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City of Tukwila's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. City of Tukwila's Net Assets Governmental Activities Business -Type Activities Total 2005 Current and Other Assets $ 32,092,403 Capital Assets 147,722,513 Total Assets 179,814,916 Long -term Liabilities Outstanding Other Liabilities Total Liabilities Net Assets: Invested in Capital Assets, Net of Related Debt Restricted Unrestricted Total Net Assets 2004 $ 34,016,924 141,616,629 175,633,553 2005 2004 $ 12,450,163 $ 13,312,376 43,043,517 40,749,054 55,493,680 54,061,430 2005 $ 44,542,566 190,766,030 235,308,596 2004 $ 47,329,300 182,365,683 229,694,983 21,754,447 1,610,408 23,364,855 22,515,285 3,098,899 25,614,184 13,428,475 206,910 13,635,385 12,207,816 380,125 12,587,941 35,182,922 1,817,318 37,000,240 34,723,101 3,479,024 38,202,125 129,855,251 1,305,239 25,289,571 $ 156,450,061 123,038,903 1,107,362 25,873,104 $ 150,019,369 31,370,812 577,587 9,909,896 $ 41,858,295 30,848,350 960,485 9,664,654 $ 41,473,489 $ 161,226,063 1,882,826 35,199,467 198,308,356 153,887,253 2,067,847 35,537,758 $ 191,492,858 - 14 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Management's Discussion and Analysis A portion of the City of Tukwila's net assets (0.9 percent) represents resources that are subject to constitutional or external restrictions on how they may be used. The remaining balance of unrestricted net assets of $35,199,467 (17.8 percent) may be used to meet the City's ongoing obligations to citizens and creditors. At the end of the current fiscal year, the City of Tukwila is able to report positive balances in all categories of net assets, both for the government as a whole, as well as for its separate governmental and business -type activities. The same situation held true for the prior fiscal year. The increase in the total long -term liabilities of $459,821 is due to the City incurring $2,251,633 in new Public Works Trust Fund loan and capital lease obligations exceeding $(1,913,812) and $122,000 of debt principal repayments, net of deferred amounts, and the net change increase in the compensated absences liability, respectively. Net assets increased by $6,815,498 over 2004. The largest portion of this increase was additional arterial street infrastructure of $6,669,833. There were additional culture and recreation capital assets added totaling $184,689; $8,682 and $265,426 of new facility replacement and general government improvement capital outlays, respectively. The remainder of the net assets increase reflects net increases in the expenditure /revenue actuals. - 15 - City of Tukwila Management's Discussion and Analysis Governmental Activities. Governmental activities resulted in a net increase in the City of Tukwila's net assets of $6,430,692 accounting for 94.4 percent of the total growth in the City's net assets. Key elements of this increase are as follows: Revenues: Program Revenues: Charges for Services Operating Grants and Contributions Capital Grants and Contributions General Revenues: Property Taxes Retail Sales and Use Taxes Natural Gas Use Tax Hotel /Motel Taxes Utility Taxes Business Taxes Excise Taxes State Entitlements, Impact Fees, In -Lieu Taxes Investment Earnings Gain on Sale of Capital Assets Total Revenues Program Expenses Including Indirect Expenses: General Government Public Safety Physical Environment Transportation Economic Environment Culture and Recreation Interest on Long -term Debt Water /Sewer Utility Foster Golf Course Surface Water Utility Total Expenses Increase (Decrease) in Net Assets Before Transfers Transfers Increase (Decrease) in Net Assets Net Assets — Beginning Balance Prior Period Adjustments Net Assets — Ending Balance City of Tukwila's Changes in Net Assets Governmental Activities Business -Type Activities 2005 2004 2005 2004 2005 Total 2004 $ 4,561,388 1,525,579 3,060,960 10,631,036 16,887,846 381,706 443,605 2,646,356 1,732,739 3,229,155 192,816 768,097 106,776 46,168,059 6,421,839 20,300,709 1,363,049 4,171,173 3,404,605 3,887,871 1,012,239 0 0 0 40,561,485 5,606,574 824,118 6,430,692 150,019,369 0 $156,450,061 $ 4,699,502 1,607,688 3,705,424 10,336,366 16,492,528 29,667 390,221 2,309,787 1,614,587 4,100,309 191,589 416,483 0 45,894,151 $ 10,879,404 $ 10,679,549 $ 15,440,792 0 0 1,525,579 319,439 588,891 3,380,399 0 0 241,723 228,458 0 0 0 0 0 0 0 0 0 0 0 0 310,750 188,242 0 0 11,751,316 11,685,140 10,631,036 17,129,569 381,706 443,605 2,646,356 1,732,739 3,229,155 192,816 1,078,847 106,776 57,919,375 $ 15,379,051 1,607,688 4,294,315 10,336,366 16,720,986 29,667 390,221 2,309,787 1,614,587 4,100,309 191,589 604,725 0 57,579,291 6,167,738 18,769,074 1,442,209 4,962,043 3,469,673 3,680,402 1,034,841 0 0 0 39,525,980 0 0 0 0 0 0 0 7,105,020 1,751,709 1,685,663 10,542,392 0 6,368,171 (450,000) 5,918,171 44,101,198 0 $150,019,369 1,208,924 (824,118) 384,806 41,473,489 0 $ 41,858,295 0 0 0 0 0 0 6,774,102 1,670,400 1,625,579 10,070,081 1,615,059 450,000 2,065,059 39,765,849 (357,419) $ 41,473,489 6,421,839 20,300,709 1,363,049 4,171,173 3,404,605 3,887,871 1,012,239 7,105,020 1,751,709 1,685,663 51,103,877 6,167,738 18,769,074 1,442,209 4,962,043 3,469,673 3,680,402 1,034,841 6,774,102 1,670,400 1,625,579 49,596,061 6,815,498 0 6,815,498 191,492,858 0 $198,308,356 7,983,230 0 7,983,230 183,867,047 (357,419) $191,492,858 As previously mentioned, the City's activities are divided between governmental and business - type. The majority of support for governmental activities comes from taxes and intergovernmental grants, while the business -type activities are supported primarily through user charges. - 16 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Management's Discussion and Analysis • There was a positive change in fund balance in the current year of $379,555. • There was an excess of Capital Outlay and Donations over Depreciation Expense of $5,998,357. • There was an increase due to Bond Principal Retirement of $851,000. • Other net decreases include: Net Pension Asset change, Investment Interest Receivable, Joint Venture, Internal Service Fund net change, Deferred Revenues change, and Other Miscellaneous changes totaling ($798,220). Revenues by Source — Governmental Activities Other Taxes 19% Other 2% Charges for Services 10% Operating Grants and Contributions 3% Capital Grants and Contributions Sales Taxes 36% 7% roperty Taxes 23% Expenses and Program Revenues — Governmental Activities $22,000 $20,000 $18,000 $16,000 $14,000 $12,000 $10,000 $8,000 $6,000 $4,000 $2,000 so ($ in 000's) ■ Expenses • Program Revenues General Public Safety Physical Transportation Economic Cult re & Interest on Government Environment Environment Recreation Long -term Debt - 17 - City of Tukwila Management's Discussion and Analysis Business -type Activities. Business -type activities increased the City of Tukwila's net assets by $384,806, accounting for 5.6 percent of the total growth in the City's net assets. Key elements of this increase are as follows: • Net operating income of $838,576 and non - operating income of $81,082 account for $919,658 of the increase. • Capital contributions of $319,439 and net transfers out of ($824,118) account for ($504,679) of the net change. • Internal Service Funds consolidation amount of ($30,173) is the final element of the net change. Revenues by Source — Business -Type Activities Retail Sales and Capital GrantYse Taxes and Contributions 2% 3% Unrestricted Investment Earnings 3% Charges for Services 92% Expenses and Program Revenues — Business -Type Activities ($ in 000's) $9,000 $8,000 $7,000 $6,000 $5,000 $4,000 $3,000 $2,000 $1,000 $0 O Expenses ■ Program Revenues Water /Sewer Utility Foster Golf Course Surface Water Utility 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Management's Discussion and Analysis FINANCIAL ANALYSIS OF THE GOVERNMENT'S FUNDS As noted earlier, the City of Tukwila uses fund accounting to ensure and demonstrate compliance with finance - related legal requirements. Governmental Funds. As discussed earlier, the focus of the City of Tukwila's governmental funds is to provide information on near -term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City of Tukwila's financing requirements. In particular, unreserved fund balance may serve as a useful measure of a government's net resources available for spending at the end of the fiscal year. As of the end of the current fiscal year, the City of Tukwila's governmental funds reported combined ending fund balances of $22,324,467. Approximately 94.3 percent of this total amount ($21,061,217) constitutes unreserved fund balance, which is available for spending at the government's discretion. The remaining 5.7 percent ($1,263,250) of fund balance is reserved to indicate that it is not available for new spending because it has already been committed to Imprest Funds and Interfund Loans. The General Fund is the primary operating fund of the City of Tukwila. At the end of the fiscal year, total fund balance for the General Fund equaled $8,965,794. Unreserved fund balance, the amount considered available to spend, totaled $8,408,104. Of the General Fund balance, $2,816,822, relates to certain accrued revenues and has been designated for unknown contingent liabilities. It is not considered available to spend. The fund balance of the City of Tukwila's General Fund decreased by ($125,535) during the current fiscal year. The fund balance of the Hotel /Motel Tax Fund increased by $154,886 in 2005. This notable rise was derived largely from an upward trend in tax revenues. An aggressive promotion campaign waged by the City resulted in a substantial change in overnight hotel stays. Proprietary Funds. The City of Tukwila's proprietary funds provide the same type of information found in the government -wide financial statements, but in more detail. GENERAL FUND BUDGETARY HIGHLIGHTS Differences between the General Fund original budget and the final amended budget total $370,000. The increased appropriation was required to accommodate a transfer to the Foster Golf Course Fund 411. The offsetting change to the appropriation was recognized through an increase in retail sales tax revenues ($320,000) and an increase in franchise fees ($50,000). Actual expenditures were $3,302,781 under the appropriated amount. Most of the difference is attributed to interfund services provided and used of $1,911,752, which reduced the General Fund actuals. Project carryovers in the Transportation category accounted for $568,924 and the remaining $822,105 reflects general savings in all departments. Actual revenues exceeded budgeted estimates by $137,087. This immaterial variance is indicative of the strength of the City's comprehensive budget analysis and review. - 19 - City of Tukwila Management's Discussion and Analysis CAPITAL ASSET AND DEBT ADMINISTRATION Capital Assets. The City of Tukwila's investment in capital assets for its governmental and business - type activities as of December 31, 2005, amounts to $190,766,030 (net of accumulated depreciation). This investment in capital assets includes land, buildings, system improvements, machinery and equipment, park facilities, roads, highways, and bridges. Major capital asset events during the current fiscal year included the following: • Various repair and overlay projects to the City's major arterials totaled nearly $800,000. • Major arterial — Tukwila International Boulevard improvement totaled $1.3 million in 2005. • Drainage improvements to the Cascade View Surface Water Management System amounted to $4 million. The project will be completed in 2006. City of Tukwila's Capital Assets (net of depreciation) Land Buildings Other Improvements Machinery and Equipment Infrastructure Construction in Progress Total Governmental Activities Business -Type Activities Total 2005 $ 35,601,817 16,078,120 4,641,319 3,854,852 80,816,273 6,730,132 $ 147,722,513 2004 $ 35,480,519 16,343,225 4,568,591 3,726,158 70,871,527 10,626,609 $ 141,616,629 2005 2,429,256 7,766,588 27,134,314 1,262,926 0 4,450,433 $ 43,043,517 2004 2005 2004 $ 2,429,256 $ 38,031,073 $ 37,909,775 7,396,444 23,844,708 23,739,669 27,450,635 31,775,633 32,019,226 1,248,678 5,117,778 4,974,836 0 80,816,273 70,871,527 2,224,041 11,180,565 12,850,650 $ 40,749,054 $ 190,766,030 $ 182,365,683 Additional information on the City of Tukwila's capital assets can be found in Note 6 on pages 51 — 52 of this report. Long -term Debt. At the end of the current fiscal year, the City of Tukwila had total bonded debt outstanding of $27,903,000. Of this amount, $24,713,000 comprises debt backed by the full faith and credit of the government and the remainder of $3,190,000 of the City of Tukwila's debt represent bonds secured solely by specified revenue sources (i.e., revenue bonds). City of Tukwila's Outstanding Debt General Obligation and Revenue Bonds General Obligation Bonds Revenue Bonds Total Governmental Activities Business -Type Activities Total 2005 2004 $ 19,740,500 $ 20,591,500 $ 0 0 $ 19,740,500 $ 20,591,500 $ 2005 4,972,500 3,190,000 8,162,500 2004 $ 5,382,500 3,675,000 $ 9,057,500 2005 2004 24,713,000 $ 25,974,000 3,190,000 3,675,000 27,903,000 $ 29,649,000 The City of Tukwila's total debt decreased by $1,746,000 (5.9 percent) during the current fiscal year. Bond principal redemptions account for the reduction necessary for the change of $1,746,000. 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Management's Discussion and Analysis Governmental Activities Long -Term Debt— The City has an Al and an Aaa bond rating from Moody's Investor Service for its 1999, 2000, and 2003 General Obligation Bonds, and 2003 General Obligation Refunding Bonds, respectively. Business -Type Activities Long -Term Debt — The City's bond rating from Moody's Investor Service is Aaa for the 1993 and 1995 Revenue Bonds. The City has an Al and Aaa bond rating from Moody's Investor Service for its 2003 General Obligation Bonds. Additional information on the City of Tukwila's long -term debt can be found in Note 10 on pages 61 — 63 of this report. ECONOMIC FACTORS AND NEXT YEAR'S BUDGETS AND RATES • The State's unemployment rate was 5.3 percent which is down .9 percent from 2004. • The area mall and other retail establishments are experiencing increasing revenues, and several new businesses have located in the City. • The King County housing market continues to surge forward. In 2005, the median price of a single - family home weighed in at $405,000 and amounted to a 12% increase in value over 2004. All of these factors were considered in preparing the budget for the 2006 Budget and Fiscal year. During the 2006 budget year, fund balance from 2005 will be used to balance the budget along with a third full year of the newly implemented utility tax on energy consumption and communications services. Also, there will be consideration for utility rate increases in the sewer and surface water utilities in order to finance capital needs. REQUESTS FOR INFORMATION This financial report is designed to provide our citizens, taxpayers, creditors, and investors with a general overview of the City of Tukwila's finances and to show the City's accountability for the money it receives. If you have any questions about this report or need additional financial information, contact Kevin Fuhrer, Finance Director, 6200 Southcenter Boulevard, Tukwila, Washington, 98188, (206) 433 -1800, or email at tukfin @ci.tukwila.wa.us. -21 - City of Tukwila Management's Discussion and Analysis City of Tukwila DESCRIPTION Government -wide Financial Statements Page 1 of 1 STATEMENT OF NET ASSETS December 31, 2005 GOVERNMENTAL BUSINESS -TYPE ACTIVITIES ACTIVITIES TOTAL ASSETS Cash and Cash Equivalents $ 1,278,740 $ 234,200 $ 1,512,940 Deposit with Fiscal Agent /Trustee 6,771 0 6,771 Investments 21,493,206 10,063,263 31,556,469 Receivables: Taxes 3,758,511 48,531 3,807,042 Customer Accounts 151,515 707,547 859,062 Interest on Investments 140,963 61,450 202,413 Due From Other Governmental Units 1,017,046 47,651 1,064,697 Internal Balances 84,607 (84,607) 0 Inventory of Materials and Supplies 1,488,300 427,599 1,915,899 Notes Receivable 0 123,539 123,539 Net Pension Asset 111,642 0 111,642 Investment in Joint Venture 2,398,848 0 2,398,848 Deferred Charges 162,254 88,604 250,858 Restricted Assets: Cash and Cash Equivalents 0 86,293 86,293 Investments 0 575,000 575,000 Land and Construction Work in Progress 42,331,949 6,879,689 49,211,638 Depreciable Capital Assets, Net 105,390,564 36,163,828 141,554,392 Plant Acquisition Adjustment (Net of Accumulated Amortization) 0 71,093 71,093 TOTAL ASSETS 179,814,916 55,493,680 235,308,596 LIABILITIES Accounts Payable 49,276 0 49,276 Due To Other Governmental Units 66,763 0 66,763 Accrued Interest Payable 79,492 115,024 194,516 Revenues Collected in Advance 75,200 0 75,200 Other Current Liabilities 1,224,381 8,180 1,232,561 Liabilities Payable from Restricted Assets: Revenue Bond Principal 0 510,000 510,000 Deposits 0 83,706 83,706 Unearned Revenue 115,296 0 115,296 Long -Term Liabilities Due Within One Year 948,000 804,776 1,752,776 Due in More Than One Year 20,806,447 12,113,699 32,920,146 TOTAL LIABILITIES 23,364,855 13,635,385 37,000,240 NET ASSETS Invested in Capital Assets, Net of Related Debt 129,855,251 31,370,812 161,226,063 Restricted for: Debt Service 1,305,239 577,587 1,882,826 Unrestricted 25,289,571 9,909,896 35,199,467 TOTAL NET ASSETS $ 156,450,061 $ 41,858,295 $ 198,308,356 THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. - 23 - City of Tukwila Government -wide Financial Statements STATEMENT OF ACTIVITIES For the Year Ended December 31, 2005 FUNCTIONS /PROGRAMS GOVERNMENTAL ACTIVITIES: General Government $ Public Safety Physical Environment Transportation Economic Environment Culture & Recreation Interest on Long -Term Debt TOTAL GOVERNMENTAL ACTIVITIES $ Page 1 of 2 CHARGES FOR EXPENSES SERVICES PROGRAM REVENUES OPERATING GRANTS AND CONTRIBUTIONS CAPITAL GRANTS AND CONTRIBUTIONS 6,421,839 $ 20,300,709 1,363,049 4,171,173 3,404,605 3,887,871 1,012,239 40,561,485 $ 1,376,749 $ 1,328,369 12,400 122,201 1,027,812 693,857 0 4,561,388 $ 1 $ 466,469 106 368,293 634,649 56,061 0 1,525,579 $ 2,000 259,503 0 2,734,457 0 65,000 0 3,060,960 BUSINESS -TYPE ACTIVITIES: Water /Sewer Utility Foster Golf Course Surface Water Utility TOTAL BUSINESS -TYPE ACTIVITIES $ 7,105,020 $ 7,604,711 $ 1,751,709 1,434,933 1,685,663 1,839,760 0 $ 0 0 $ 10,542,392 $ 10,879,404 $ 0 $ 218,519 0 100,920 319,439 General Revenues: Property Taxes Retail Sales and Use Taxes Natural Gas Use Tax Hotel /Motel Taxes Utility Taxes Business Taxes Excise Taxes State Entitlements, Impact Fees, In -Lieu Taxes Unrestricted Investment Earnings Gain on Sale of Capital Assets Transfers Total General Revenues and Transfers Change in Net Assets Net Assets Beginning of Year Net Assets End of Year THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 2 of 2 Government -wide Financial Statements NET (EXPENSES) REVENUE AND CHANGES IN NET ASSETS GOVERNMENTAL BUSINESS -TYPE ACTIVITIES ACTIVITIES TOTAL $ (5,043,089) $ 0 $ (5,043,089) (18,246,368) 0 (18,246,368) (1,350,543) 0 (1,350,543) (946,222) 0 (946,222) (1,742,144) 0 (1,742,144) (3,072,953) 0 (3,072,953) (1,012,239) 0 (1,012,239) $ (31,413,558) $ 0 $ (31,413,558) $ 0 $ 718,210 $ 718,210 0 (316,776) (316,776) 0 255,017 255,017 $ 0 $ 656,451 $ 656,451 $ 10,631,036 $ 0 $ 10,631,036 16,887,846 241,723 17,129,569 381,706 0 381,706 443,605 0 443,605 2,646,356 0 2,646,356 1,732,739 0 1,732,739 3,229,155 0 3,229,155 192,816 0 192,816 768,097 310,750 1,078,847 106,776 0 106,776 824,118 (824,118) 0 37,844,250 (271,645) 37,572,605 6,430,692 384,806 6,815,498 150,019,369 41,473,489 191,492,858 $ 156,450,061 $ 41,858,295 $ 198,308,356 City of Tukwila Government -wide Financial Statements STATEMENT OF ACTIVITIES For the Year Ended December 31, 2005 FUNCTIONS /PROGRAMS GOVERNMENTAL ACTIVITIES: General Government $ Public Safety Physical Environment Transportation Economic Environment Culture & Recreation Interest on Long -Term Debt TOTAL GOVERNMENTAL ACTIVITIES $ Page 1 of 2 CHARGES FOR EXPENSES SERVICES PROGRAM REVENUES OPERATING GRANTS AND CONTRIBUTIONS CAPITAL GRANTS AND CONTRIBUTIONS 6,421,839 $ 20,300,709 1,363,049 4,171,173 3,404,605 3,887,871 1,012,239 40,561,485 $ 1,376,749 $ 1,328,369 12,400 122,201 1,027,812 693,857 0 4,561,388 $ 1 $ 466,469 106 368,293 634,649 56,061 0 1,525,579 $ 2,000 259,503 0 2,734,457 0 65,000 0 3,060,960 BUSINESS -TYPE ACTIVITIES: Water /Sewer Utility Foster Golf Course Surface Water Utility TOTAL BUSINESS -TYPE ACTIVITIES $ 7,105,020 $ 7,604,711 $ 1,751,709 1,434,933 1,685,663 1,839,760 0 $ 0 0 $ 10,542,392 $ 10,879,404 $ 0 $ 218,519 0 100,920 319,439 General Revenues: Property Taxes Retail Sales and Use Taxes Natural Gas Use Tax Hotel /Motel Taxes Utility Taxes Business Taxes Excise Taxes State Entitlements, Impact Fees, In -Lieu Taxes Unrestricted Investment Earnings Gain on Sale of Capital Assets Transfers Total General Revenues and Transfers Change in Net Assets Net Assets Beginning of Year Net Assets End of Year THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 2 of 2 Government -wide Financial Statements NET (EXPENSES) REVENUE AND CHANGES IN NET ASSETS GOVERNMENTAL BUSINESS -TYPE ACTIVITIES ACTIVITIES TOTAL $ (5,043,089) $ 0 $ (5,043,089) (18,246,368) 0 (18,246,368) (1,350,543) 0 (1,350,543) (946,222) 0 (946,222) (1,742,144) 0 (1,742,144) (3,072,953) 0 (3,072,953) (1,012,239) 0 (1,012,239) $ (31,413,558) $ 0 $ (31,413,558) $ 0 $ 718,210 $ 718,210 0 (316,776) (316,776) 0 255,017 255,017 $ 0 $ 656,451 $ 656,451 $ 10,631,036 $ 0 $ 10,631,036 16,887,846 241,723 17,129,569 381,706 0 381,706 443,605 0 443,605 2,646,356 0 2,646,356 1,732,739 0 1,732,739 3,229,155 0 3,229,155 192,816 0 192,816 768,097 310,750 1,078,847 106,776 0 106,776 824,118 (824,118) 0 37,844,250 (271,645) 37,572,605 6,430,692 384,806 6,815,498 150,019,369 41,473,489 191,492,858 $ 156,450,061 $ 41,858,295 $ 198,308,356 City of Tukwila Fund Financial Statements Page 1 of 2 BALANCE SHEET GOVERNMENTAL FUNDS December 31, 2005 HOTEL /MOTEL DESCRIPTION GENERAL FUND TAX ARTERIAL STREET OTHER GOVERNMENTAL FUNDS ASSETS Cash and Cash Equivalents $ 95,273 $ 28,534 $ 94,931 $ 880,989 Deposit with Fiscal Agent /Trustee 6,771 0 0 0 Investments 6,410,284 530,312 3,012,212 7,283,257 Receivables: Taxes 2,430,481 0 686,434 641,596 Customer Accounts 134,987 0 9,420 0 Interest on Investments 48,084 4,184 22,083 27,875 Interfund Loans Receivable 544,440 0 705,560 0 Due From Other Governmental Units 163,685 171,046 671,320 10,995 TOTAL ASSETS $ 9,834,005 $ 734,076 $ 5,201,960 $ 8,844,712 LIABILITIES AND FUND BALANCES Liabilities: Accounts Payable 9,262 0 0 40,014 Interfund Loans Payable 0 1,250,000 0 0 Due To Other Governmental Units 66,763 0 0 0 Revenues Collected in Advance 75,200 0 0 0 Other Current Liabilities 279,866 0 105,202 13,780 Deferred Revenues 437,120 0 9,420 3,659 Total Liabilities 868,211 1,250,000 114,622 57,453 Fund Balances: Reserved for: Imprest Funds 13,250 0 0 0 Loans Receivable 544,440 0 705,560 0 Unreserved, Designated for: Unknown Contingent Liabilities 2,816,822 0 0 0 Unreserved, Undesignated Reported in: General Fund 5,591,282 0 0 0 Special Revenue Funds 0 (515,924) 4,381,778 1,804,067 Debt Service Funds 0 0 0 1,305,239 Capital Projects Funds 0 0 0 5,677,953 Total Fund Balances 8,965,794 (515,924) 5,087,338 8,787,259 TOTAL LIABILITIES AND FUND BALANCES $ 9,834,005 $ 734,076 $ 5,201,960 $ 8,844,712 THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 2 of 2 Fund Financial Statements TOTAL GOVERNMENTAL FUNDS $ 1,099,727 6,771 17,236,065 3,758,511 144,407 102,226 1,250,000 1,017,046 $ 24,614,753 49,276 1,250,000 66,763 75,200 398,848 450,199 2,290,286 13,250 1,250,000 2,816,822 5,591,282 5,669,921 1,305,239 5,677,953 22,324,467 24,614,753 RECONCILIATION OF THE BALANCE SHEET TO THE STATEMENT OF NET ASSETS GOVERNMENTAL FUNDS December 31, 2005 Fund Balances - Total Governmental Funds $ 22,324,467 Amounts reported for governmental activities in the statement of net assets are different because: The purchases method is used in Governmental Funds to account for Materials and Supplies - Inventory amount outstanding. 1,488,300 Capital assets used in governmental activities are not financial resources and therefore are not reported in the governmental funds. Non - Depreciable Assets $ 42,331,949 Depreciable Assets (net) 105,390,564 147,722,513 The net pension asset resulting from contributions in excess of the annual required contribution in 2005 are not financial resources and therefore are not reported in the funds. Other long -term assets are not available to pay for current - period expenditures and therefore are not reported in the funds. Investment interest accrued beyond the City's 60 day measurable and available period. The City has an equity interest in a joint venture. This equity interest for the provision of governmental services is not a current financial resource and therefore is not reported in the funds. The focus of governmental funds is on short -term financing, assets are offset by deferred revenue and not included in fund balances. Deferred Revenue Long -term liabilities, including bonds payable, related accounts and interest are not due and payable in the current period and therefore are not reported in the governmental funds. The details of these differences are as follows: Bonds Payable $ (19,740,500) Add: Deferred charge on refunding (to be amortized over life of debt) 61,139 Add: Deferred charge for issuance costs (to be amortized over life of debt) 162,254 Less: Issuance premium (to be amortized over life of debt) (258,155) Accrued Interest Payable (79,492) Compensated Absences (1,816,931) Internal service funds are used by management to charge the costs of certain activities to individual funds. The assets and liabilities of the internal service funds that are included in governmental activities in the Statement of Net Assets. Net Assets of Governmental Activities 111,642 19,256 2,398,848 334,903 (21,671,685) 3,721,817 $ 156.450.061 - 27 - City of Tukwila Fund Financial Statements Page 1 of 2 STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS For the Year Ended December 31, 2005 HOTEL /MOTEL DESCRIPTION GENERAL FUND TAX ARTERIAL STREET OTHER GOVERNMENTAL FUNDS REVENUES Taxes $ 26,852,064 $ 443,605 $ 3,782,666 $ 3,546,540 Licenses and Permits 1,002,683 0 0 0 Intergovernmental 2,334,340 482,363 2,174,264 681,843 Charges for Services 2,649,678 0 0 0 Fines and Forfeits 116,737 0 0 0 Investment Income 250,609 13,117 131,515 242,955 Miscellaneous 438,264 7,764 253,258 301,489 TOTAL REVENUES 33,644,375 946,849 6,341,703 4,772,827 EXPENDITURES Current: General Government 6,136,540 0 0 0 Public Safety 18,859,476 0 0 744,675 Physical Environment 624,041 0 0 164,064 Transportation 1,442,309 0 107,695 155,688 Economic Environment 2,632,575 752,353 0 0 Culture and Recreation 3,274,273 0 0 84,310 Debt Service: Principal 0 0 0 851,000 Interest 0 39,610 0 993,864 Capital Outlay 215,696 0 6,669,833 458,797 TOTAL EXPENDITURES 33,184,910 791,963 6,777,528 3,452,398 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 459,465 154,886 (435,825) 1,320,429 OTHER FINANCING SOURCES (USES) Transfers In 0 0 0 150,000 Transfers (Out) (585,000) 0 (270,000) (450,000) Sale of Capital Assets 0 0 35,600 0 TOTAL OTHER FINANCING SOURCES AND (USES) (585,000) 0 (234,400) (300,000) Net Change in Fund Balances (125,535) 154,886 (670,225) 1,020,429 Fund Balances Beginning of Year FUND BALANCES END OF YEAR 9,091,329 (670,810) 5,757,563 7,766,830 $ 8.965.794 $ (515.924) $ 5.087.338 $ 8.787.259 THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 2 of 2 Fund Financial Statements TOTAL GOVERNMENTAL FUNDS 34,624,875 1,002,683 5,672,810 2,649,678 116,737 638,196 1,000,775 45,705,754 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) 35,600 (1,119,400) 379,555 21,944,912 22.324.467 RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES For the Year Ended December 31, 2005 Net change in Fund Balances - total governmental funds $ 379,555 Amounts reported for governmental activities in the statement of activities are different because: Government funds report capital outlays as expenditures. However, in the statement of activities, the cost of capital assets is allocated over their estimated useful lives as depreciation expense. In the current period, these amounts are: Capital Outlay $ 7,344,326 Donations of Capital Assets 2,312,246 Depreciation Expense (3,658,215) Excess of Capital Outlay and Donations Over Depreciation Expense 5,998,357 The net pension asset (negative net pension obligation) amortization amount in 2005 is not a financial resource and therefore not reported in the funds. 35,119 Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. Change in investment interest receivable due beyond the City's 60 day measurable and available period. 4,550 The City has an equity interest in a joint venture. This equity interest for the provision of governmental services is not a current financial resource and therefore is not reported in the funds. (347,684) Repayment of long -term debt is reported as an expenditure in governments: funds, but the repayment reduces long -term liabilities in the statement of net assets. In the current year, these amounts consist ot: Bond Principal Retirement 851,000 Internal service funds are used by management to charge the costs of certain activities to individual funds. The net revenue (expense) of the internal service funds is reported with governmental activities. 175,488 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. Deferred revenues decreased by this amount this year. (46,156) 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: Net Decrease in Materials and Supplies $ (520,000) Net Decrease in Accrued Interest 3,198 Increase in Compensated Absences (108,199) Amortization of deferred charge on refunding (7,642) Amortization of issuance costs (12,573) Amortization of bond premiums 25,679 Total Additional Expense (Increase) Decrease (619,537) Change in Net Assets of Governmental Activities $ 6,430,692 - 29 - City of Tukwila DESCRIPTION Fund Financial Statements GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 BUDGETED AMOUNTS ORIGINAL FINAL ACTUAL AMOUNTS Page 1 of 1 Variance with Final Budget - Positive (Negative) REVENUES Taxes Licenses and Permits Intergovernmental Charges for Services Fines and Forfeits Investment Income Miscellaneous TOTAL REVENUES 26,500,000 $ 912,000 2,406,288 2,606,000 182,000 100,000 431,000 33,137,288 26,820,000 $ 962,000 2,406,288 2,606,000 182,000 100,000 431,000 33,507,288 26,852,064 $ 1,002,683 2,334,340 2,649,678 116,737 250,609 438,264 33,644,375 32,064 40,683 (71,948) 43,678 (65,263) 150,609 7,264 137,087 EXPENDITURES Current: General Government Public Safety Physical Environment Transportation Economic Environment Culture and Recreation Capital Outlay TOTAL EXPENDITURES 6,512,802 18,814,896 1,936,288 2,011,233 3,022,553 3,429,694 760,225 36,487,691 6,512,802 18,814,896 1,936,288 2,011,233 3,022,553 3,429,694 760,225 36,487,691 6,136,540 18,859,476 624,041 1,442,309 2,632,575 3,274,273 215,696 33,184,910 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Transfers (Out) Sale of Capital Assets TOTAL OTHER FINANCING SOURCES AND (USES) Net Change in Fund Balance FUND BALANCE BEGINNING OF YEAR (3,350,403) (215,000) 5,000 (210,000) (3,560,403) 9,409,000 (2,980,403) (585,000) 5,000 (580,000) (3,560,403) 9,409,000 459,465 (585,000) 0 (585,000) (125,535) 9,091,329 FUND BALANCE END OF YEAR $ 5,848,597 $ 5,848,597 $ 8,965,794 $ 376,262 (44,580) 1,312,247 568,924 389,978 155,421 544,529 3,302,781 3,439,868 0 (5,000) (5,000) 3,434,868 (317,671) 3,117,197 THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. - 30 - City of Tukwila DESCRIPTION Fund Financial Statements Page 1 of 1 HOTEL /MOTEL TAX STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 BUDGETED AMOUNTS Variance with ACTUAL Final Budget - ORIGINAL FINAL AMOUNTS Positive (Negative) REVENUES Taxes $ 375,000 $ 375,000 $ 443,605 $ 68,605 Intergovernmental 464,000 464,000 482,363 18,363 Investment Income 8,000 8,000 13,117 5,117 Miscellaneous 5,000 5,000 7,764 2,764 TOTAL REVENUES 852,000 852,000 946,849 94,849 EXPENDITURES Current: Economic Environment 805,000 805,000 752,353 52,647 Debt Service: Interest 20,000 20,000 39,610 (19,610) Capital Outlay 10,000 10,000 0 10,000 TOTAL EXPENDITURES 835,000 835,000 791,963 43,037 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 17,000 17,000 154,886 137,886 Net Change in Fund Balance 17,000 17,000 154,886 137,886 FUND BALANCE BEGINNING OF YEAR 552,000 552,000 (670,810) (1,222,810) FUND BALANCE END OF YEAR $ 569,000 $ 569,000 $ (515,924) $ (1,084,924) THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. City of Tukwila DESCRIPTION Fund Financial Statements ARTERIAL STREET STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 BUDGETED AMOUNTS ORIGINAL FINAL ACTUAL AMOUNTS Page 1 of 1 Variance with Final Budget - Positive (Negative) REVENUES Taxes Intergovernmental Investment Income Miscellaneous TOTAL REVENUES 3,525,000 $ 8,072,000 75,000 525,000 12,197,000 3,525,000 $ 8,072,000 75,000 525,000 12,197,000 3,782,666 $ 2,174,264 131,515 253,258 6,341,703 EXPENDITURES Current: Transportation Capital Outlay TOTAL EXPENDITURES 1,216,000 14,309,000 15,525,000 1,216,000 14,309,000 15,525,000 107,695 6,669,833 6,777,528 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Transfers (Out) Sale of Capital Assets TOTAL OTHER FINANCING SOURCES AND (USES) (3,328,000) (270,000) 0 (270,000) (3,328,000) (270,000) 0 (270,000) (435,825) (270,000) 35,600 (234,400) 257,666 (5,897,736) 56,515 (271,742) (5,855,297) 1,108,305 7,639,167 8,747,472 2,892,175 0 35,600 35,600 Net Change in Fund Balance FUND BALANCE BEGINNING OF YEAR (3,598,000) 4,975,000 (3,598,000) 4,975,000 (670,225) 5,757,563 2,927,775 782,563 FUND BALANCE END OF YEAR $ 1,377,000 $ 1377,000 $ 5,087,338 $ 3,710,338 THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. - 32 - City of Tukwila Fund Financial Statements Page 1 of 1 PROPRIETARY FUNDS STATEMENT OF NET ASSETS December 31, 2005 BUSINESS -TYPE ACTIVITIES GOVERNMENTAL ENTERPRISE FUNDS ACTMTIES - WATER/SEWER FOSTER SURFACE WATER INTERNAL SERVICE DESCRIPTION UTILITY GOLF COURSE UTILITY TOTAL FUNDS ASSETS Current Assets: Cash and Cash Equivalents $ 219,474 $ 3,183 $ 11,543 $ 234,200 $ 179,013 Investments 7,899,748 334,874 1,828,641 10,063,263 4,257,141 Receivables: Taxes 0 48,531 0 48,531 0 Customer Accounts 579,650 23,898 103,999 707,547 7,108 Interest on Investments 61,188 88 174 61,450 19,481 Due from Other Governmental Units 1,988 0 45,663 47,651 0 Inventory of Materials and Supplies 189,978 191,308 46,313 427,599 45,300 Current Assets Restricted: Cash and Cash Equivalents 35,770 47,936 0 83,706 0 Total Current Assets Restricted 35,770 47,936 0 83,706 0 Total Current Assets 8,987,796 649,818 2,036,333 11,673,947 4,508,043 Noncurrent Assets: Noncurrent Restricted Assets: Cash and Cash Equivalents 2,587 0 0 2,587 0 Investments 575,000 0 0 575,000 0 Total Noncurrent Restricted Assets 577,587 0 0 577,587 0 Notes Receivable 123,539 0 0 123,539 0 Deferred Charges 0 88,604 0 88,604 0 Capital Assets: Land 96,872 1,609,575 722,809 2,429,256 0 Buildings and Structure 2,075,303 6,617,674 386,438 9,079,415 0 Other Improvements 22,315,171 3,312,202 19,803,246 45,430,619 0 Machinery and Equipment 1,955,004 202,945 42,160 2,200,109 6,866,815 Construction in Progress 721,768 0 3,728,665 4,450,433 0 Less: Accumulated Depreciatior (10,536,340) (2,019,850) (7,990,125) (20,546,315) (4,580,789) Total Capital Assets (Net o Accumulated Depreciation 16,627,778 9,722,546 16,693,193 43,043,517 2,286,026 Plant Acquisition Adjustment (Net of Accumulated Amortization 71,093 0 0 71,093 0 Total Noncurrent Assets 17,399,997 9,811,150 16,693,193 43,904,340 2,286,026 TOTAL ASSETS 26,387,793 10,460,968 18,729,526 55,578,287 6,794,069 LIABILITIES Current Liabilities: Due to Other Governmental Units 64,854 0 259,051 323,905 0 Accrued Interest Payable 83,053 16,645 15,326 115,024 0 General Obligation Bonds - Current 0 425,000 0 425,000 0 Other Current Liabilities 0 30,871 8,180 39,051 825,533 Current Liabilities Payable from Restricted Assets, Revenue Bond Principal 510,000 0 0 510,000 0 Deposits 35,770 47,936 0 83,706 0 Total Current Liabilities Payable frorr Restricted Asset 545,770 47,936 0 593,706 0 Total Current Liabilities 693,677 568,388 282,557 1,496,686 825,533 Noncurrent Liabilities: General Obligation Bonds Payable (Net o1 Unamortized Premiums( 0 4,580,564 0 4,580,564 0 Revenue Bonds Payable (Net oI Unamortized Premiums and Discounts' 2,688,902 0 0 2,688,902 0 Compensated Absences 70,695 85,932 47,313 203,940 0 Other Long -Term Liabilities 1,124,014 77,947 3,463,332 4,665,293 0 Total Noncurrent Liabilities 3,883,611 4,744,443 3,510,645 12,138,699 0 TOTAL LIABILITIES 4,577,288 5,312,831 3,793,202 13,635,385 825,533 NET ASSETS Invested in Capital Assets, Net of Related Debi 13,197,607 4,805,586 13,367,619 31,370,812 2,286,026 Restricted for: Debt Service 577,587 0 0 577,587 0 Unrestricted 8,035,311 390,487 1,568,705 9,994,503 3,682,510 TOTAL NET ASSETS $ 21,810,505 $ 5,196,073 $ 14,936,324 $ 41,942,902 $ 5,968,536 Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds. (84,607) Net assets of business -type activities $ 41,858,295 THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. - 33 - City of Tukwila Fund Financial Statements PROPRIETARY FUNDS STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS For the Year Ended December 31, 2005 DESCRIPTION OPERATING REVENUES Charges for Services Other Operating Revenues TOTAL OPERATING REVENUES WATER /SEWER UTILITY BUSINESS -TYPE ACTIVITIES ENTERPRISE FUNDS FOSTER SURFACE WATER GOLF COURSE UTILITY TOTAL Page 1 of 1 GOVERNMENTAL ACTIVITIES - INTERNAL SERVICE FUNDS $ 7,604,133 $ 578 7,604,711 1,184,282 $ 250,651 1,434,933 1,830,664 $ 10,619,079 9,096 260,325 1,839,760 10,879,404 $ 5,634,585 17,092 5,651,677 OPERATING EXPENSES Operations and Maintenance Administrative and General Taxes Depreciation /Amortization TOTAL OPERATING EXPENSES 4,882,923 1,048,963 229,550 704,709 6,866,145 1,187,919 949,418 9,996 285,996 5,383 23,143 320,922 391,906 1,524,220 1,650,463 7,020,260 1,344,955 258,076 1,417,537 10,040,828 5,167,162 151,992 0 576,742 5,895,896 OPERATING INCOME (LOSS) NON - OPERATING REVENUE (EXPENSE) Taxes Investment Income Interest Expense Amortization of Debt Premium Amortization of Debt Discount Bond Issuance Costs Gain (Loss) on Sale of Capital Assets TOTAL NON- OPERATING REVENUE (EXPENSES) 738,566 0 200,104 (218,544) 8,206 (16,579) 0 0 (26,813) (89,287) 189,297 241,723 0 6,727 103,919 (216,417) (24,957) 1,845 0 0 0 (4,945) 0 0 0 28,933 78,962 838,576 241,723 310,750 (459,918) 10,051 (16,579) (4,945) 0 81,082 (244,219) 0 125,351 0 0 0 0 71,176 196,527 INCOME (LOSS) BEFORE CONTRIBUTIONS AND TRANSFERS Capital Contributions Transfers In Transfers (Out) Change in Net Assets Total Net Assets - Beginning TOTAL NET ASSETS - ENDING 711,753 218,519 0 (43,128) 887,144 20,923,361 $ 21,810,505 $ (60,354) 268,259 0 100,920 370,000 720,000 0 (1,870,990) 309,646 (781,811) 4,886,427 15,718,135 5,196,073 $ 14,936,324 Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds. Change in Net Assets of Business -type Activities THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. 919,658 319,439 1,090,000 (1,914,118) 414,979 (30,173) (47,692) 78,314 114,693 0 145,315 5,823,221 $ 5,968,536 384,806 - 34 - City of Tukwila Fund Financial Statements DESCRIPTION CASH FLOWS FROM OPERATING ACTIVITIES: Cash Received from Customers and Users Receipts from Interfund Services Provided Cash Payments to Suppliers Cash Payments to Employees and Retirees Cash Payments for Interfund Services Used Other Operating Receipts NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES PROPRIETARY FUNDS STATEMENT OF CASH FLOWS For the Year Ended December 31, 2005 BUSINESS -TYPE ACTIVITIES ENTERPRISE FUNDS WATER/SEWER FOSTER SURFACE WATER UTILITY GOLF COURSE UTILITY TOTAL Page 1 of 1 GOVERNMENTAL ACTIVITIES - INTERNAL SERVICE FUNDS CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES: Principal Payments on Intergovernmental Loans Interest Payments on Intergovernmental Loans NET CASH PROVIDED (USED) BY NONCAPITAL FINANCING ACTIVITIES $ 7,651,767 $ 95,445 (4,683,530) (789,655) (842,988) 578 1,431,617 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES: Sales and Leasehold Excise Taxes Received Proceeds from Intergovernmental Loans Principal Payments on Intergovernmental Loans Interest Payments on Intergovernmental Loans Proceeds from Sales of Capital Assets Acquisition and Construction of Capital Assets Capital Contributions Capital Transfers In From Other Funds Capital Transfers Out To Other Funds Principal Payments on Bonds /Leases Interest Payments on Bonds /Leases NET CASH PROVIDED (USED) BY CAPITAL AND RELATED FINANCING ACTIVITIES CASH FLOWS FROM INVESTING ACTIVITIES: Proceeds from Sales and Maturities of Investments Purchase of Investments Interest on Investments NET CASH PROVIDED (USED) BY INVESTING ACTIVITIES NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS CASH AND CASH EQUIVALENTS, JANUARY 1 CASH AND CASH EQUIVALENTS, DECEMBER 31 0 0 0 1,193,299 $ 0 (419,096) (804,128) (9,996) 250,651 210,730 0 0 (34,856) (21,706) 0 (376,715) 151,606 0 (30,000) (485,000) (203,578) (1,000,249) 2,650,000 (3,157,236) 288,610 (218,626) 212,742 45,089 $ 257,831 $ 0 0 0 1,812,862 $ 10,657,928 $ 0 95,445 (249,029) (5,351,655) (728,728) (2,322,511) (285,996) (1,138,980) 6,688 257,917 555,797 2,198,144 237,698 0 0 0 0 (9,008) 0 370,000 0 (429,787) (217,514) (48,611) 215,000 (375,000) 6,888 (153,112) 9,007 42,112 51,119 $ (7,368) (2,211) (9,579) 2,123,028 (94,290) (17,794) 0 (4,984,313) 0 720,000 0 0 0 (2,253,369) 10,460,874 (8,850,000) 105,642 1,716,516 9,365 2,178 11,543 $ (7,368) (2,211) (9,579) 0 5,634,585 (4,775,538) (280,668) (151,992) 17,092 443,479 0 0 0 237,698 0 2,123,028 0 (129,146) 0 (39,500) 0 0 71,176 (5,370,036) (601,580) 151,606 0 1,090,000 95,000 (30,000) 0 (914,787) 0 (421,092) 0 (3,302,229) (435,404) 13,325,874 730,000 (12,382,236) (815,000) 401,140 148,601 1,344,778 63,601 231,114 71,676 89,379 107,337 320,493 $ 179,013 RECONCILIATION OF OPERATING INCOME (LOSS) TO NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES: Operating Income (Loss) Adjustments to Reconcile Operating Income (Loss) to Net Cash Provided (Used ) by Operating Activities: Depreciation/Amortization (Increase) Decrease in Accounts Receivable (Increase) Decrease in Due from Other Governmental Units (Increase) Decrease in Inventory Increase (Decrease) in Accounts Payable Increase (Decrease) in Due to Other Governmental Units Increase (Decrease) in Other Current Liabilities Increase (Decrease) in Customer Deposits Increase (Decrease) in Accrued Employee Leave Benefits Total Adjustments NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES $ 738,566 $ (89,287) $ 189,297 $ 704,709 29,281 (437) (5,017) (53,606) 0 0 9,159 8,962 693,051 $ 1,431,617 $ 320,922 (23,898) 0 4,092 (11,004) (3,701) 0 11,891 1,715 300,017 210,730 $ 391,906 (20,209) 0 (1,394) (6,928) 0 0 0 3,125 366,500 555,797 $ 838,576 $ (244,219) 1,417,537 576,742 (14,826) (7,108) (437) 0 (2,319) 12,400 (71,538) (17,465) (3,701) 0 0 123,129 21,050 0 13,802 0 1,359,568 687,698 2,198,144 $ 443,479 NON CASH INVESTING, CAPITAL AND FINANCING ACTIVITIES: Capital Assets Acquired by Capital Lease Capital Assets Contributed From Other Funds Capital Assets Contributed to Other Funds Capital Assets Transfers In From Other Funds Capital Assets Contributed by Developers Change in Fair Value of Investments 0 $ 128,605 $ 0 $ 0 0 0 (13,128) 0 (1,870,990) 0 0 0 110,543 0 100,920 (130,698) 249 (16,499) THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. 128,605 $ 0 0 78,314 (1,884,118) 0 19,693 211,463 0 (146,948) (58,288) - 35 - City of Tukwila Fund Financial Statements STATEMENT OF FIDUCIARY NET ASSETS FIDUCIARY FUND December 31, 2005 DESCRIPTION ASSETS Cash and Cash Equivalents Investments, at Fair Value: Washington State Pool Federal Home Loan Bank Federal National Mortgage Association Interest on Investments TOTAL ASSETS FIREMEN'S PENSION TRUST FUND $ 36,625 41,000 684,031 499,844 15,504 1,277,004 NET ASSETS Held in Trust for Pension Benefits and Other Purposes $ 1,277,004 THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. Page 1 of 1 City of Tukwila Fund Financial Statements Page 1 of 1 STATEMENT OF CHANGES IN FIDUCIARY NET ASSETS FIDUCIARY FUND For the Year Ended December 31, 2005 FIREMEN'S PENSION DESCRIPTION TRUST FUND ADDITIONS Contributions: Fire Insurance Premiums $ 40,983 Investment Income: Interest 26,771 Total Additions 67,754 DEDUCTIONS Benefit Payments 44,095 Administrative Expenses 11,250 Total Deductions 55,345 Change in Net Assets 12,409 Net Assets - Beginning 1,264,595 Net Assets - Ending $ 1,277,004 THE ACCOMPANYING NOTES ARE AN INTEGRAL PART OF THIS STATEMENT. - 37 - City of Tukwila Notes to the Financial Statements CITY OF TUKWILA NOTES TO THE FINANCIAL STATEMENTS For the Year Ended December 31, 2005 NOTE 1 — SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Tukwila was incorporated on June 29, 1908, and operates under the laws of the State of Washington applicable to a noncharter optional code city with a Mayor /Council form of government. Tukwila is served by a mayor and seven council members, 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, which conform to generally accepted accounting principles for governments, are regulated by the Washington State Auditor's Office. The City's significant accounting policies are described in this note. For business -type activities and enterprise funds reporting the City applies all applicable GASB pronouncements and all FASB Statements and Interpretations, Accounting Principles Board (APB) Opinions and Accounting Research Bulletins (ARB) issued on or before November 30, 1989, unless they conflict with or contradict GASB pronouncements. A. The Reporting Entity Based on the criteria of Statement No. 14 of the Governmental Accounting Standards Board (GASB), the City's Comprehensive Annual Financial Report (CAFR) includes all funds, agencies and boards for which the City is financially accountable. Financial accountability is defined as appointment of a voting majority of the component unit's board, and either the ability to impose will by the primary government, or the possibility that the component unit will provide a financial benefit to or impose a financial burden on the primary government. There were no component units meeting any of these criteria during 2005. See NOTE 7 - JOINT VENTURES for discussion of the Valley Communications Center which is a joint public safety dispatching authority for five member cities. Also, see NOTE 14 - RISK MANAGEMENT for discussion of the Washington Cities Insurance Authority. B. Basis of Presentation The City's basic financial statements consist of government -wide statements, including a statement of net assets 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 assets and the statement of activities display information about the City as a whole. 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. - 38 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Notes to the Financial Statements The statements distinguish between those activities of the City that are governmental and those that are considered business -type activities. The statement of net assets 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 that are 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. 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. 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. 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. Nonmajor 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 propriety fund statements. Fiduciary funds are reported by type. 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 comprise its assets, liabilities, 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 that only current assets and current liabilities are generally included on their balances 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 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: 1) The General Fund is the general operating fund of the City. It accounts for all financial resources and transactions except those required to be accounted for in another fund. 2) The Hotel /Motel Tax Fund became effective March 1, 1998. This revenue is a 1% room tax on lodging in the City. Proceeds are designated for tourism and marketing efforts. Also, culture and recreation activities are allowed. - 39 - City of Tukwila Notes to the Financial Statements 3) The Arterial Street Fund is established in accordance with RCW 82.36.020 for the administration of the State - levied motor vehicle half -cent gasoline tax distributed to Tukwila. The City provides a portion of its sales tax revenues as well as several smaller tax resources for construction of large arterial street projects. The other governmental funds of the City account for grants and other resources whose use is restricted to a particular purpose. Proprietary Funds Proprietary Funds are accounted for on a "flow of economic resources" measurement focus. This means that 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 funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. The principal operating revenues of the 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 nonoperating revenues and expenses. As described below, there are two generic fund types in this category. 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 recreation 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: 1) The Water /Sewer Utility Fund accounts for operations and capital improvements to provide water and sanitary sewer services to the City. 2) The Foster Golf Course Fund is used to account for the operation, maintenance, debt service, and improvements of the municipal facility. 3) The 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 except for major fire apparatus. All equipment costs, including depreciation, are factors in calculating the rates for which are 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. Medical and dental costs for covered - 40 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Notes to the Financial Statements 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's only Fiduciary Fund is a Pension Trust Fund. The Firemen's Pension Trust Fund is accounted for in essentially the same manner as Proprietary Funds. D. Measurement Focus Government -wide Financial Statements — The government -wide financial statements are prepared using the economic resources measurement focus. All assets and liabilities associated with the operation of the City are included on the Statement of Net Assets. 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 and current liabilities 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 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 assets. The statement of changes in fund net assets presents increases (i.e., revenues) and decreases (i.e., expenses) in net total assets. The statement of cash flows provides information about how the City finances and meets the cash flow needs of its proprietary activities. Trust 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 Revenues 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 -41 - City of Tukwila Notes to the Financial Statements 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 this criteria are property and sales taxes. Nonexchange 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). 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 via the process of consolidation from the government -wide financial statements. Internal service fund and similar internal activity has been eliminated from the government -wide statement of activities so that 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 includes 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, annual appropriated budgets are adopted for the general, special revenue, debt service and capital projects 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 annually budgeted governmental funds only. Budgets established for proprietary and trust funds are "management budgets" and are not legally required to be reported and, as such, are not reported in the CAFR. Annual appropriated budgets are adopted at the level of the fund 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. Annual appropriations for all funds lapse at year end. - 42 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Notes to the Financial Statements 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, 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 proceeding 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 Mayor may authorize transfers within funds; however, the City Council must approve by ordinance any amendments that increase the total for the fund. The budget was amended once during 2005. 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 Environment - reflects the planning and building inspection activities. Culture and Recreation - includes the parks and recreation activities. Interest on Long -term Debt G. Assets, Liabilities and Fund Equity Cash and Cash Equivalents All cash and cash equivalents, restricted and unrestricted, consists of cash balances in our checking account and our imprest funds. All funds in the care of other institutions are considered investments. Investments Investments are held separately by each of the funds with interest earned directly for the benefit of each fund. Investments are reported on 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, time certificates of deposit, and the State Treasurer's Local Government Investment Pool. 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. - 43 - City of Tukwila Notes to the Financial Statements Receivables and Payables 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." All other outstanding balances between funds are reported as "due 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." Interfund loans and advances between funds, as reported in the fund financial statements, are offset by a fund balance reserve account in applicable governmental funds to indicate that they are not available for appropriation and are not expendable available financial resources. See also Notes 5 and 11. Inventories Inventories carried in Proprietary Funds are valued at average cost using the consumption method. A physical count is taken at year -end. Governmental Funds use the purchase method whereby inventory items are considered expenditures when purchased. For governmental activities, inventories are recorded using the consumption method. Deferred Charges Those unamortized debt issuance costs incurred for the issuance of long -term debt, such as legal fees, printing costs and other costs related to the two 2003 General Obligation Bond issues. These costs are deferred and amortized over the lives of the related issues. 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 -wide statement of net assets 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 assets 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 Utility Plant 10 to 50 years Machinery and Equipment 2 to 50 years Infrastructure 25 to 50 years See Note 6 for additional information. - 44 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Notes to the Financial Statements Plant Acquisition Adjustments The State Auditor's Office promulgates a chart of accounts which defines Plant Acquisition Adjustments as an intangible asset account used only in proprietary fund utilities. This account includes the difference between the cost to the current governmental owner and the cost incurred by the person or company that first devoted the property to utility service. These costs are being amortized using the straight -line method over the estimated service lives of the related capital assets. Compensated Absences 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 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 Internal Service Funds do not report benefit accruals because they are immaterial. 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 assets. Bond premiums and discounts, as well as issuance costs, are deferred and amortized over the life of the bonds using the straight line method. Bonds payable are reported net of the applicable bond premium or discount. Bond issuance costs are reported as deferred charges and amortized over the term of the related debt. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, 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 10. Fund Equity - Reserves and Designations The City recognizes in its reporting that assets are sometimes not "available spendable resources" or not at times legally available for appropriation, because they are contractually or legally restricted for some specific future use. When this is the case, as for example with imprest funds, fund equity is "reserved ". Designations are set aside portions of fund equity by management for future plans or administrative convenience. Risk Management and Risk Retention 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. - 45 - City of Tukwila Notes to the Financial Statements The City of Tukwila is a member of the Washington Cities Insurance Authority (WCIA) as of January 1, 1984. The WCIA is an organization of Washington municipal entities numbering 115 as of December 31, 2005. WCIA provides pooled self - insurance coverage for general liability, vehicle liability, false arrest, and errors and omissions. See Note 14 for additional information. 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. Deficit Fund Equity: As of December 31, 2005, there was a deficit fund balance of $(515,924) in the Hotel /Motel Tax Fund. This was due to issuance and retirement of a Bond Anticipation Note originally for a land purchase and retired by the issuance and receipt of interfund loan proceeds in early 2003. See also Note 5. NOTE 3 — EQUITY IN POOLED CASH AND INVESTMENTS, CASH, 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 At year -end, the carrying amount of the City's cash and the bank book balance was $1,621,308. Of the bank balance, $100,000 was covered by Federal depository insurance and the Washington State Public Depository Protection Commission insured the remainder. The City also maintains imprest funds totaling $14,550. Deposits and Investments In addition to the types of investments discussed in Note 1, 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. The City's investment portfolio includes Federal Home Loan Bank (FHLB) bonds, Federal National Mortgage Association (FNMA) notes, and Federal Home Loan Mortgage Corporation (FHLMC) notes. 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. The deposits include Fiscal Agent deposits, which are entirely covered by Federal Deposit Insurance Corporation (FDIC) or insured by collateral held in a multiple financial institution collateral pool administered by the Washington State Public Depository Protection Commission (PDPC). - 46 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT At December 31, 2005, the City had the following investments: FHLMC Notes FHLB Bonds FHLB Bonds FNMA Notes FHLB Bonds FHLB Bonds FHLB Bonds FHLB Bonds FHLB Bonds FNMA Notes Total State Treasurer's Investment Pool Total Investments Notes to the Financial Statements Reported Amount/ Call Date Maturity Date Credit Ratings Fair Value 09/29/05 09/29/06 AAA/Aaa $ 987,203 12/29/04 12/26/06 AAA/Aaa 2,951,250 N/A 01/16/07 AAA /Aaa 643,297 07/26/05 01/26/07 AAA/Aaa 4,921,875 N/A 02/22/07 AAA/Aaa 649,776 N/A 03/01/07 AAA /Aaa 999,240 N/A 07/27/07 AAA/Aaa 999,005 10/22/04 10/22/07 AAA /Aaa 4,885,937 N/A 11/23/07 AAA/Aaa 1,000,000 07/21/06 07/21/08 AAA /Aaa 3,998,750 $ 22,036,333 N/A Daily Basis Unrated 11,320,011 $ 33,356,344 RECONCILIATION OF ALL CASH, DEPOSITS, AND INVESTMENTS Carrying Amount From Statements of Net Assets: Cash and Cash Equivalents $ 1,549,565 Deposits with Fiscal Agent /Trustee 6,771 Investments 32,781,344 Restricted Assets: Cash and Cash Equivalents $ 86,293 Investments 575,000 661,293 Total All Cash, Deposits, and Investments from Statements of Net Assets $ 34,998,973 Carrying Amount Summary by Type: Cash and Cash Equivalents Cash in Bank (bank balance) $ 1,621,308 Cash on Hand 14,550 $ 1,635,858 Deposits with Fiscal Agent /Trustee 6,771 Investments Investment in State Treasurer's Investment Pool $ 11,320,011 FHLB Bonds 12,128,505 FNMA Notes 8,920,625 FHLMC Notes 987,203 33,356,344 Total All Cash, Deposits, and Investments $ 34,998,973 - 47 - City of Tukwila Notes to the Financial Statements Interest Rate Risk. 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 investment portfolio to maturities of less than one year. The City assumes that its callable investments will not be called. Investment maturities are limited as follows: 1) At the time of investment, a minimum of fifty percent (50 %) of the portfolio will be comprised of investments maturing or available within one year. 2) At the time of investment, no securities or investment instruments shall have a maturity exceeding four years, except when compatible with a specific fund's investment needs. 3) The average maturity of the portfolio shall not exceed two (2) years. Credit Risk. 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, 2005, the City's Federal Home Loan Bank bond investments, Federal National Mortgage Association note investments, and Federal Home Loan Mortgage Corporation note investments were rated AAA by Standard & Poor's and Aaa by Moody's Investors Service. Concentration of Credit Risk. 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 portfolio, at the time of purchase, shall be in any single financial institution. 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. More than 5 percent of the City's investments are in Federal Home Loan Bank bonds, Federal National Mortgage Association notes, and Federal Home Loan Mortgage Corporation notes. These investments are 36.36 %, 26.74 %, and 2.96% respectively, of the City's total investments. - 48 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Notes to the Financial Statements NOTE 4 — RECEIVABLES Property Taxes Receivable The County Finance Director acts as an agent to collect property taxes levied in the County for all taxing authorities. Taxes are levied annually on January 1 on property value listed as of the prior August 31. Assessed values are established by the County Assessor at 100% of fair market value. A revaluation of all property is required every two years. Property taxes levied by the County Assessor and collected by the County Finance Director 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 normally are not expected to be collected within 60 days after the current period and are, therefore, reported as deferred revenue in the governmental funds financial statements. The tax rate for general City operations is limited to $3.60 per $1,000 of assessed value. Of this amount, up to $.45 per thousand may be designated for contribution to the Firemen's Pension Fund, if a report by a qualified actuary indicates that additional funds are required. 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. For 2005, the City's general tax levy was $3.11712 per each $1,000 of assessed valuation. Total assessed valuation was $3,610,558,767 and was the basis for the 2005 assessments. Actual 2005 property taxes collected were as follows: ITEM PROPERTY TAXES General Levy $ 10,627,410 Intergovernmental Grants and Entitlements 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. - 49 - City of Tukwila Notes to the Financial Statements NOTE 5 — INTERFUND TRANSACTIONS Interfund transactions are classified as follows: 1) Services Provided — Transactions that would be treated as revenues, expenditures or expenses if they involve external organizations, such as buying goods and services or payments in lieu of taxes, are similarly treated when they involve other funds of the City of Tukwila. 2) 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. 3) 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. 4) 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. In 2003, the City of Tukwila authorized and issued interfund loans of $1,350,000 from the General and Arterial Street Funds to the Hotel /Motel Tax Fund for the repayment of a $1,450,000 note for the purchase of land by the Hotel /Motel Tax Fund to Key Bank as authorized by the City Council through Resolution No. 1516. The following table is a reconciliation of $1,250,000 in interfund loans at December 31, 2005 of which $100,000 is current and $1,150,000 is long -term: Interfund Loans Payable: Interfund Loans Receivable: Hotel /Motel Tax Fund General Fund $ 544,440 Arterial Street Fund 705,560 Total Interfund Loans $ 1,250,000 Interfund transfers at December 31, 2005 were as follows: Transfer Out: General Arterial Street Nonmajor Water /Sewer Surface Water Transfer In: Fund Fund Gov't Funds Utility Fund Utility Fund Total Nonmajor Gov't Funds $ 150,000 $ 0 $ 0 $ 0 $ 0 $ 150,000 Foster Golf Course 370,000 0 0 0 0 370,000 Surface Water Utility Fund 0 270,000 450,000 0 0 720,000 Internal Service Funds 65,000 0 0 43,128 6,565 114,693 Sub -total Transfers $ 585,000 $ 270,000 $ 450,000 $ 43,128 $ 6,565 $ 1,354,693 * - Note 0 0 0 0 1,864,425 1,864,425 Total Transfers $ 585,000 $ 270,000 $ 450,000 $ 43,128 $ 1,870,990 $ 3,219,118 * Note: Transfers in do not equal transfers out at the fund level due to a $1,864,425 donation of capital assets from the Surface Water Utility Fund to the General Government, which is reported as a one -sided transfer out. However, this transaction is reported as a transfer on both sides in the Government -Wide Statement of Activities where transfers in and transfers out continue to balance. The principal purposes for interfund transfers include interfund subsidies and transfers into debt service and capital projects funds. - 50 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Notes to the Financial Statements NOTE 6 — CAPITAL ASSETS Capital asset activity for the year ended December 31, 2005, was as follows: BEGINNING BALANCE INCREASES DECREASES ENDING BALANCE Governmental 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 Infrastructure Total capital assets being depreciated Less accumulated depreciation for: Buildings Other Improvements Machinery and Equipment Infrastructure Total accumulated depreciation Total capital assets, being depreciated, net Governmental activity capital assets, net $ 35,480,519 $ 10,626,609 46,107,128 22,238,132 10,192,593 10,489,007 90,426,785 133,346,517 (5,894,907) (5,624,002) (6,762,849) (19,555,258) (37,837,016) 95,509,501 141,616,629 $ BEGINNING BALANCE 121,298 $ 0 $ 35,601,817 5,839,195 (9,735,672) 6,730,132 5,960,493 (9,735,672) 42,331,949 273,343 0 22,511,475 471,170 0 10,663,763 985,337 (486,927) 10,987,417 12,386,170 0 102,812,955 14,116,020 (486,927) 146,975,610 (538,448) 0 (6,433,355) (398,442) 0 (6,022,444) (856,643) 486,927 (7,132,565) (2,441,424) 0 (21,996,682) (4,234,957) 486,927 (41,585,046) 9,881,063 0 105,390,564 15,841,556 $ (9,735,672) $ 147,722,513 ENDING INCREASES DECREASES BALANCE 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 $ 2,429,256 $ 2,224,041 0 $ 4,865,921 0 (2,639,529) $ 2,429,256 4,450,433 4,653,297 9,082,691 44,120,110 2,097,285 55,300,086 (1,043,457) (17,312,265) (848,607) (19,204,329) 36,095,757 40,749,054 $ 4,865,921 0 1,377,467 131,882 1,509,349 (271,041) (1,028378) (115,963) (1,415,382) 93,967 4,959,888 $ (2,639,529) (3,276) (66,958) (29,058) (99,292) 1,671 44,338 27,387 73,396 (25,896) (2,665,425) 6,879,689 9,079,415 45,430,619 2,200,109 56,710,143 (1,312,827) (18,296,305) L937, 183) (20,546,315) 36,163,828 $ 43,043,517 All reported capital assets of the City are depreciated Improvements are depreciated over the remaining useful lives of the related capital assets. Useful lives for infrastructure were estimated based on the City's historical records of necessary improvements and replacement. - 51 - City of Tukwila Notes to the Financial Statements Governmental Activities Capital Assets - Increases: 2005 Capital Outlays 2005 Developer Turnovers Surface Water Capital Assets Transfer — Cascade View Drainage Imp Construction in Progress to Capital (Infrastructure) Internal Service Funds (Equipment Rental) Capital Assets — Total Increases Depreciation expense for 2005 was charged to functions /programs Governmental Activities: General Government Public Safety Physical Environment Transportation Economic Environment Culture and Recreation Capital assets held by the government's internal service funds are charged to the various functions based on their usage of the assets Total 2005 depreciation expense — governmental activities Business -type Activities: Water /Sewer Utility — Depreciation 2005 Foster Golf Course — Depreciation 2005 Surface Water Utility — Depreciation 2005 Total 2005 accumulated depreciation increases — business -type activities $ 7,344,326 447,821 1,864,425 9,735,672 684,269 $ 20,076,513 as follows: $ 52,755 178,090 558,729 2,442,823 3,748 422,070 576,742 $ 4,234,957 $ 702,554 320,922 391,906 $ 1,415,382 NOTE 7 — JOINT VENTURES 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, and Federal Way which 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, which include King County Fire District Nos. 2, 20, 26, 40, 43, 44, and 47; City of Pacific Police and Fire Departments; City of Black Diamond Police and Fire Departments; City of Algona and Des Moines Police Departments; SeaTac Fire Department; North Highline Fire Department; Vashon Island Fire Department; and King County EMS Units. 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. - 52 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT ITEM Notes to the Financial Statements The 2005 cost distribution for the five (5) participating cities are as follows: Distribution of current year net income is based on these budgeted percentages. Information stated in Equity chart. 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. 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. Said 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 participating cities is as follows: RENTON KENT AUBURN TUKWILA FEDERAL WAY TOTAL Equity January 1, 2005 $4,119,474 $5,669,196 $3,841,306 $2,568,247 $2,162,381 $18,360,604 Current Year lncrease (Decrease) (145,040) (119,069) (144,529) (169,399) (132,294) (710,331) Equity Dec. 31, 2005 $3,974,434 $5,550,127 $3,696,777 $2,398,848 $2,030,087 $17,650,273 Percent of Equity Percent of 2005 Distribution 22.52% 31.44% 20.94% 13.60% 11.50% 100.00% (20.42 %) (16.76 %) (20.35 %) (23.85 %) (18.62 %) (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 Chapter 39.34 RCW, with the subregions 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. - 53 - Dispatchable Calls Percent of Total * Renton 68,388 20.42% Kent 56,130 16.76 Auburn 68,153 20.35 Tukwila 79,875 23.85 Federal Way 62,360 18.62 Total 334,906 100.00% Distribution of current year net income is based on these budgeted percentages. Information stated in Equity chart. 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. 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. Said 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 participating cities is as follows: RENTON KENT AUBURN TUKWILA FEDERAL WAY TOTAL Equity January 1, 2005 $4,119,474 $5,669,196 $3,841,306 $2,568,247 $2,162,381 $18,360,604 Current Year lncrease (Decrease) (145,040) (119,069) (144,529) (169,399) (132,294) (710,331) Equity Dec. 31, 2005 $3,974,434 $5,550,127 $3,696,777 $2,398,848 $2,030,087 $17,650,273 Percent of Equity Percent of 2005 Distribution 22.52% 31.44% 20.94% 13.60% 11.50% 100.00% (20.42 %) (16.76 %) (20.35 %) (23.85 %) (18.62 %) (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 Chapter 39.34 RCW, with the subregions 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. - 53 - City of Tukwila Notes to the Financial Statements This agreement provides that upon voluntary termination of any subregion'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 subregion or consortium of subregions. 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 is $2,551,600. The basic agreement shall not be terminated until all bonds issued by Valley Communications Center Development Authority have been paid and retired. A complete set of financial statements is available from Valley Com. NOTE 8 — PENSION PLANS The City implemented GASB Statements 25 and 27 for reporting of pension plans in 1996. For all plans the pension liability (asset) was determined in accordance with GASB Statement 27 to be zero both before and at the effective date of the transition. Washington State Department of Retirement Systems Substantially all of the City's full -time and qualifying part -time employees participate in one of the following statewide cost - sharing, multiple- employer, defined benefit public employee retirement plans administered by the State Department of Retirement Systems. Historical trend and other information regarding each plan are presented in the State Department of Retirement Systems 2005 Comprehensive Annual Financial Report. A copy of this report may be obtained at: Department of Retirement Systems Communications Unit PO Box 48380 Olympia, WA 98504 -8380 The following disclosures are made pursuant to GASB Statement No. 27, Accounting for Pensions by State and Local Government Employers. Public Employees Retirement System (PERS) Plans 1, 2, and 3 Plan Description. 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 combination defined benefit /defined contribution plan. Membership in the system includes: elected officials; state employees; employees of the Supreme, Appeals, and Superior courts (other than judges currently in a judicial retirement system); employees of legislative committees; community and technical colleges, college and university employees (not in national higher education retirement programs); judges of district and municipal courts; and employees of local governments. PERS participants who joined the system by September 30, 1977, are enrolled as Plan 1 members. Those who joined either 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 exercise an option to transfer their membership to Plan 3. PERS participants joining the system on or after March 1, 2002 for state and higher education employees, or September 1, 2002 for local - 54 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Notes to the Financial Statements 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. An employee is reported in Plan 2 until a choice is made. Employees who fail to choose within 90 days default to PERS Plan 3. PERS defined benefit retirement benefits are financed from a combination of investment earnings and employer and employee contributions. PERS retirement benefit provisions are established in state statute and may be amended only by the State Legislature. • Plan 1 retirement benefits are vested after an employee completes five years of eligible service. Plan 1 members are eligible for retirement at any age after 30 years of service, or at the age of 60 with five years of service, or at the age of 55 with 25 years of service. The annual pension is 2 percent of the average final compensation per year of service, capped at 60 percent. The average final compensation is based on the greatest compensation during any 24 eligible consecutive compensation months. If qualified, after reaching the age of 66 a cost -of- living allowance is granted based on years of service credit and is capped at 3 percent annually. • Plan 2 retirement benefits are vested after an employee completes five years of eligible service. Plan 2 members may retire at the age of 65 with five years of service, or at the age of 55 with 20 years of service, with an allowance of 2 percent of the average final compensation per year of service. The average final compensation is based on the greatest compensation during any eligible consecutive 60- month period. Plan 2 retirements prior to the age of 65 receive reduced benefits. If retirement is at age 55 or older with at least 30 years of service, a 3 percent per year reduction applies; otherwise an actuarial reduction will apply. There is no cap on years of service credit; and a cost -of- living allowance is granted (indexed to the Seattle Consumer Price Index), capped at 3 percent annually. • Plan 3 has a dual benefit structure. Employer contributions finance a defined benefits component while member contributions finance a defined contribution component. The defined benefit portion provides a benefit calculated at 1 percent of the average final compensation per year of service. The average final compensation is based on the greatest compensation during any eligible consecutive 60 -month period. Plan 3 members become eligible for retirement if they have: at least ten years of service; or five years including twelve months that were earned after age 54; or five service credit years earned in PERS Plan 2 prior to June 1, 2003. Plan 3 retirements prior to the age of 65 receive reduced benefits. If retirement is at age 55 or older with at least 30 years of service, a 3 percent per year reduction applies; otherwise an actuarial reduction will apply. There is no cap on years of service credit; and Plan 3 provides the same cost -of- living allowance as Plan 2. The defined contribution portion can be distributed in accordance with an option selected by the member, either as a lump sum or pursuant to other options authorized by the Employee Retirement Benefits Board. Funding Policy. Each biennium, the state Pension Funding Council adopts Plan 1 employer contribution rates, Plan 2 employer and employee contribution rates, and Plan 3 employer contribution rates. Employee contribution rates for Plan 1 are established by statute at 6 percent and do not vary from year to year. 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. All employers are required to contribute at the level established by the Legislature. PERS Plan 3 defined contribution is a non - contributing plan for employers. Employees who participate in the defined contribution portion of PERS Plan 3 do not contribute to the defined benefit portion of PERS Plan 3. The Employee Retirement Benefits Board sets Plan 3 employee contribution rates. Six rate options are available ranging from 5 to 15 percent: two of the options are graduated rates dependent on the employee's age. The methods used to determine the contribution requirements are established under state statute in accordance with chapters 41.40 and 41.45 RCW. - 55 - City of Tukwila Notes to the Financial Statements The required contribution rates expressed as a percentage of covered payroll as of December 31, 2005 follows: PERS Plan I PERS Plan II PERS Plan III Employer* 2.44% 2.44% 2.44 % ** Employee 6.00% 2.25% minimum 5.0% to maximum 15.0% * The employer rates include the employer administrative expense fee currently set at 0.19 %. ** Plan 3 defined benefit portion only. Both the City and the employees made the required contributions. The City's contributions to PERS for the years ending December 31 were as follows: PERS Plan I PERS Plan II PERS Plan III 2005 $ 6,559 $ 174,327 $ 34,101 2004 7,308 120,043 23,534 2003 14,846 116,348 15,464 Law Enforcement Officers' and Fire Fighters' Retirement System (LEOFF) Plan Description. LEOFF is a cost - sharing multiple - employer retirement system comprised of two separate defined benefit plans. LEOFF was established by the State legislature in 1970 under RCW Chapter 41.26. Membership includes all full -time law enforcement officers and fire fighters. Retirement benefits are financed by employee and employer contributions, investment earnings, and legislative appropriation. LEOFF is comprised primarily of non -state employees. The LEOFF system contains two plans. Participants who joined the system by September 30, 1977 are Plan I members. Those who joined thereafter are enrolled in Plan II. Effective July 1, 2003, the LEOFF Plan II Retirement Board was established to provide governance of LEOFF Plan II. The Board's duties include adopting contribution rates and recommending policy changes to the Legislature for the LEOFF Plan II retirement plan. Effective January 1, 2003 firefighter emergency medical technicians (EMTs) may transfer PERS Plan I or Plan II service credit to LEOFF Plan II if while employed for the City, the EMT's job was relocated to a fire department from another city, town, county or district. LEOFF defined benefits are financed from a combination of investment earnings, employer and employee contributions, and a special funding situation in which the state pays the remainder through state legislative appropriations. LEOFF retirement benefit provisions are established in state statute and may be amended only by the State Legislature. Plan 1 retirement benefits are vested after an employee completes 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 is calculated as a percent of final average salary as follows: Term of Service 20 or more years 10 but less than 20 years 5 but less than 10 years Percent of Final Average 2.0% 1.5% 1.0% The final average salary 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 10 years of service. If membership was established in LEOFF after February 18, 1974, the service retirement benefit is capped at 60 percent of final average salary. A cost -of- living allowance is granted (indexed to the Seattle Consumer Price Index). - 56 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Notes to the Financial Statements Plan 2 retirement benefits are vested after an employee completes five years of eligible service. Plan 2 members may retire at the age of 50 with 20 years of service, or at the age of 53 with five years of service, with an allowance of 2 percent of the final average salary per year of service. The final average salary is based on the highest consecutive 60 months. Plan 2 retirements prior to the age of 53 are reduced 3 percent for each year that the benefit commences prior to age 53. There is no cap on years of service credit; and a cost -of- living allowance is granted (indexed to the Seattle Consumer Price Index), capped at 3 percent annually. Funding Policy. Plan I employers and employees are required to contribute at a prescribed rate and the State is responsible for the balance of the funding. Plan II employers and employees are required to pay at levels established by the legislature. Employer and employee contribution rates for Plan II are developed by the Office of the State Actuary to fund the system. The required contribution rates to the LEOFF system expressed as a percentage of covered payroll as of December 31, 2005 follow: LEOFF Plan I LEOFF Plan II Employer 0.19% 4.39% Employee 0.00% 6.99% Both the City and the employees made the required contributions. The City's contributions to the LEOFF system for the years ended December 31 were as follows: LEOFF Plan I LEOFF Plan II 2005 $1,062 $372,889 2004 1,167 305,621 2003 1,442 276,336 Firemen's Pension System Plan Description. The City is the administrator of the Firemen's Pension Plan which is a closed, single- employer, defined benefit pension plan that was established in conformance with RCW Chapter 41.18. This plan provided retirement and disability benefits, annual cost -of- living adjustments, and death benefits to plan members and beneficiaries. Membership is limited to fire fighters employed prior to March 1, 1970 when the LEOFF retirement system was established. The City's obligation under the Firemen's Pension Plan consists of paying all benefits, including payments to beneficiaries, for fire fighters who retired prior to March 1, 1970 and excess benefits over LEOFF for covered fire fighters who retired after March 1, 1970. Funding Policy. Under State law, the Firemen's Pension Plan is provided an allocation of all moneys received by the State from taxes on fire insurance premiums; interest earnings; member contributions made prior to the inception of LEOFF; and City contributions required to meet projected future pension obligations. An actuarial valuation was completed as of 12/31/04 and it was determined that current assets of the fund, along with future revenues from state fire insurance taxes and interest earnings, will be sufficient to pay all future Firemen's Pension Plan pension benefits. Costs to administer the plan are paid for through investment earnings and General Fund resources. The system does not issue a stand -alone financial report and is not included in another Public Employee Retirement System or another entity. Biennially, every other year, a complete actuarial valuation financial report, including an accounting update for intervening years, is prepared by Milliman & Robertson, Incorporated. This report is available from the City of Tukwila. - 57 - City of Tukwila Notes to the Financial Statements Basis of Accounting. The financial statements are prepared using the accrual basis of accounting. Benefits are recognized when due and payable in accordance with the plan. Membership of the Firemen's Pension Plan consisted of the following at December 31, 2005. Retirees and beneficiaries receiving benefits 11 Retirees currently receiving full retirement benefits through the Law Enforcement Officers and Fire Fighters Retirement Plan (LEOFF) 3 Total 14 GASB STATEMENT NO. 27 THREE -YEAR TREND INFORMATION Annual Pension Contribution as a Net Pension Fiscal Year Ending Cost (APC) Percentage of APC * Obligation (NPO) December 31, 2003 $ (6,879) N/A $ (29,725) December 31, 2004 (6,486) N/A (76,523) December 31, 2005 (5,386) N/A (111,642) * In years with a negative APC, this percentage is not applicable. Trend information gives an indication of the progress made in accumulating sufficient assets to pay benefits when due. Three -year and six -year trend information is presented as required supplementary information following the Notes to the Financial Statements. GASB STATEMENT NO. 27 ANNUAL DEVELOPMENT OF PENSION COST Annual Amort. of Fiscal Pension (Gain)/ Year ARC at Interest ARC Cost Total Employer Change in NPO (Gain) / Amort. Loss Ending Ending EOY on NPO Adjustment (APC) Contributions NPO Balance Loss Factor Balance (2) = [prior yr(7)]x (3)= [prioryr (4)= (I) +(2) (7) =(6)+ (10) = int.rate (i)* (7)] / (9) - (3) (6) = (4) - (5) [prior yr (7)] (8) = (1) - (5) (9) [Prior yr (11) = (7) (1) (5) (11)] / (9) 12/31/03 $ (6,789) $ 695 $ 785 $ (6,879) $ 32,776 $ (39,655) $ (29,725) $ (39,565) 12.6536 $ 785 $ (29,725) 12/31/04 (6,789) (2,081) (2,384) (6,486) 40,312 (46,798) (76,523) (47,101) 12.4693 (2,384) (76,523) 12/31/05 (6,547) (4,591) (5,752) (5,386) 29,733 (35,119) (111,642) (36,280) 13.3034 (5,752) (111,642) *(i) is the assumed interest rate that year: 7% in 2003, 7% in 2004, 6% in 2005 - 58 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Notes to the Financial Statements GASB STATEMENT NO. 27 ANNUAL PENSION COST AND NET PENSION OBLIGATION Fiscal Year Ending 2003 2004 2005 Annual required contribution (ARC) 1. Annual Normal Cost (BOY) $ 0 $ 0 $ 0 2. Amortization of UAAL (BOY) (6,345) (6,345) (6,176) 3. Interest to EOY [(1) + (2)]x (i)* (444) (444) (371) 4. ARC at EOY [(1) + (2) + (3)] $ (6,789) $ (6,789) $ (6,547) 5. Interest on NPO $ 695 $ (2,081) $ (4,591) 6. Adjustment to ARC 785 (2,384) (5,752) 7. Annual Pension Cost [(APC)] [(4) + (5) — (6)] $ (6,879) $ (6,486) $ (5,386) 8. Employer Contributions ** 32,776 40,312 29,733 9. Change in NPO [(7) — (8)] (39,655) (46,798) (35,119) 10. NPO at BOY [(11) prior year] $ 9,930 $ (29,725) $ (76,523) 11. NPO at EOY [(9) + (10)] $ (29,725) $ (76,523) $ (111,642) *(i) is the assumed interest rate that year: 7% in 2003, 7% in 2004, 6% in 2005 ** Employer contributions for pensions are total contributions to the Fund net of disbursements from the Fund for medical expenses under RCW 41.26.150 and administrative expenses. The information presented in the preceding required schedules was determined as part of the actuarial valuations at the dates indicated. Since all Firemen's Pension Fund employees for Tukwila are now retired, the actuarial cost method does not apply for retirees and is irrelevant. Actuarial cost method: Amortization Method: Asset Valuation method for all years: Entry Age Normal Closed 30 years from 1/1/99, level dollars Fair Value The key actuarial assumptions used for the January 1, 2005 valuation are: Economic assumptions: Investment rate of return 6.00% Projected salary increases 4.00% Price inflation 3.00% Growth in fire insurance premiums 3.00% Non - economic assumptions: Mortality rates are based on the 1994 Group Annuity Mortality Table for males, with ages set forward one year. Turnover is assumed to be zero Probabilities of both service and disability retirement vary by age. - 59 - City of Tukwila Notes to the Financial Statements NOTE 9 — CAPITAL LEASES In 2005, the City of Tukwila entered into a capital lease agreement for financing the purchase of 34 golf carts. This business -type activity qualifies as a capital lease for accounting purposes, and therefore, has been recorded at the present value of the future minimum lease payments as of the inception date. The assets acquired through the capital lease are as follows: Asset Business -Type Activities Machinery and Equipment $ 128,605 2007 35,345 Less: Accumulated Depreciation $ 0 Total $ 128,605 The minimum lease obligation and the net present valure of these minimum lease payments as of December 31, 2005 were as follows: Year Ending December 31 Business -Type Activities 2006 S 35,345 2007 35,345 2008 35,345 2009 11 ,782 Total Minimum Lease Payments $ 117,817 Less: Amount Representing interest $ (8,999) Present Value of Minimum Lease Payments $ 108,818 - 60 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT ITEM Notes to the Financial Statements NOTE 10 — LONG -TERM DEBT The City of Tukwila's long -term debt consists of Governmental Activities Long -Term Debt and Business -Type Activities Long -Term Debt. The City is in compliance with all Washington State Debt limitation statutes and bond indenture agreements. The City's Long -Term Debt is accounted for in two areas: 1. Governmental Activities Long -Term Debt - Debt in this classification is paid from property and sales tax revenues and is a general obligation of the City. The City has an Al and an Aaa bond rating from Moody's Investor Service for its 1999, 2000, and 2003 General Obligation Bonds, and 2003 General Obligation Refunding Bonds, respectively. The $2,551,600 shown as authorized represents Tukwila's share of a joint venture capital project. See Note 7. 2. Business -Type Activities Long -Term Debt - Operating revenues of the individual proprietary fund are used to satisfy this debt. The City's bond rating from Moody's Investors Service is Aaa for the 1993 and 1995 Revenue Bonds. The City has an Al and Aaa bond rating from Moody's Investor Service for its 2003 General Obligation Bonds. Public Works Trust Fund loans are low interest rate loans available from the Washington State Department of Community Development for qualifying projects. The Foster Golf Course Fund incurred a capital lease during 2005. Please see Note 9 above. The schedules that follow summarize the long -term debt transactions of the City for the year ended December 31, 2005. The first table summarizes all debt transactions for Tukwila, while the second provides detailed information on all long -term debt. LONG -TERM DEBT SCHEDULES PUBLIC WORKS LIMITED REVENUE TRUST FUND CAPITAL COMPENSATED G.O. BONDS BONDS LOANS LEASES ABSENCES TOTAL Payable 01/01/05 $ 25,974,000 $ 3,675,000 $ 2,924,739 $ 0 $ 1,898,871 $ 34,472,610 Added 0 0 2,123,028 128,605 2,265,290 4,516,923 Retired 1,261,000 485,000 136,516 19,787 2,143,290 4,045,593 PAYABLE 12/31/05 $ 24,713,000 $ 3,190,000 $ 4,911,251 $ 108,818 $ 2,020,871 $ 34,943,940 City of Tukwila Notes to the Financial Statements The following chart depicts debt outstanding as of December 31, 2005: INTEREST ITEM RATES MATURITY AUTHORIZED OUTSTANDING 01/01/05 ISSUED REDEEMED 12/31/05 DUE WITHIN ONE YEAR GOVERNMENTAL ACTIVITIES: Bonds Payable: General Government 1999 Limited G.O. Streets /Facilities 4.50 -5.70 12/01/19 $ 2000 Limited G.O. Facilities 4.30 -5.75 12/01/15 2003 Limited G.O. Refunding Facilities 4.00 -5.00 12/01/14 2003 Limited G.O. Streets 4.25 -4.65 12/01/23 Less /Add Deferred Amounts: For Issuance Premiums On Refunding Total Bonds Payable Compensated Absences: GOVERNMENTAL ACTIVITY LONG -TERM LIABILITIES BUSINESS -TYPE ACTIVITIES: Bonds Payable: 1993 Water /Sewer Refunding Revenue 1995 Water /Sewer Revenue 2003 Limited G.O. Golf Course Less /Add Deferred Amounts: For Issuance Discounts For Issuance Premiums Total Bonds Payable Public Works Trust Fund Loans: 1990 PWTF Loan - Surface Water 1991 PWTF Loan - Surface Water 2001 PWTF Loan -Water /Sewer 2001 PWTF Loan - Surface Water 2003 PWTF Loan - Surface Water 2003 PWTF Loan -Water /Sewer 2003 PWTF Loan - Surface Water 2004 PWTF Loan - Water /Sewer 2004 PWTF Loan - Surface Water 2004 PWTF Loan - Surface Water Total Public Works Trust Fund Loans Capital Lease: 2.60 -4.70 4.15 -6.63 3.21 -4.65 5.00 1.00 0.50 0.50 0.50 0.50 0.50 2.00 2.00 1.00 Compensated Absences: BUSINESS -TYPE ACTIVITY LONG -TERM LIABILITIES TOTAL GOVERNMENTAL AND BUSINESS - TYPE ACTIVITY LONG -TERM LIABILITIES 10,000,000 $ 8,365,000 $ 2,551,600 2,054,000 0 $ (380,000) $ 7,985,000 $ 400,000 0 (146,000) 1,908,000 153,000 4,195,000 3,895,000 0 (325,000) 3,570,000 335,000 6,277,500 6,277,500 0 0 6,277,500 0 283,834 (68,781) $ 23,024,100 $ 20,806,553 $ 0 $ 869 037 $ 19,937,516 $ 888,000 0 (25,679) 258,155 0 0 7,642 (611139) 0 12/01/06 $ 02/01/15 12/01/23 07/01/10 $ 07/01/11 07/01/05 07/01/05 07/01/08 07/01/21 07/01/21 07/01/24 07/01/24 07/01/24 $ 1,708,732 $ 2,075,359 $ (1,967,160) $ 1,816,931 $ 60,000 23,024,100 $ 22,515,285 $ 2,075,359 $ (2,836,197) $ 21,754,447 $ 948,000 2,925,000 $ 560,000 $ 4,500,000 3,115,000 5,772,500 5,382,500 $ 13,197,500 0 $ (275,000) $ 0 (210,000) 0 (410,000) (82,217) 0 16,579 117,655 0 10 051 _ 13,197,500 $ 9,092,938 0 $ (888,472) $ 285,000 $ 2,905,000 4,972,500 (65,638) 107,604 8,204,466 $ 285,000 225,000 425,000 0 0 935,000 140,000 $ 44,215 $ 0 $ (7,370) $ 36,845 $ 7,369 1,313,000 356,247 0 (50,893) 305,354 50,893 75,000 20,403 0 (20,403) 0 0 25,000 6,799 0 (6,799) 0 0 100,000 75,000 25,000 (25,000) 75,000 25,000 273,870 245,722 0 (14,454) 231,268 14,454 219,725 197,142 0 (11,597) 185,545 11,597 4,788,000 957,600 0 0 957,600 50,400 912,000 182,400 0 0 182,400 9,600 4,196,056 839,211 2,098,028 0 2,937,239 154,592 12,042,651 $ 2,924,739 $ 2,123,028 $ (136,516) $ 4,911,251 $ 323,905 128,605 $ 0 $ 128,605 $ (19,787) $ 108,818 $ 30,871 $ 190,139 $ 189,931 $ (176,130) $ 203,940 $ 25,000 25,368,756 $ 12,207,816 $ 2,441,564 $ (1,220,905) $ 13,428,475 $ 1,314,776 48,392,856 $ 34,723,101 $ 4,516,923 $ (4,057,102) $ 35,182,922 $ 2,262,776 Internal service funds predominantly serve the governmental funds. Accordingly, long -term liabilities for them are included as part of the above totals for governmental activities. At year -end, internal service funds compensated absences are included in the above amounts. Also, for the governmental activities, claims and judgments and compensated absences are generally liquidated by the general fund. - 62 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Notes to the Financial Statements 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, 2005, the debt limits for the City were as follows: WITHOUT A VOTE WITH A VOTE OF THE PEOPLE ITEM 1.5% 2.5% 5.0% 7.5% Legal Limit $ 54,158,382 $ 90,263,969 $ 180,527,938 $ 270,791,907 Outstanding Net Indebtedness 23,407,761 23,407,761 23,407,761 23,407,761 Margin Available $ 30,750,621 $ 66,856,208 $ 157,120,177 $ 247,384,146 DEBT SERVICE TO MATURITY Following is a schedule showing the debt service requirements to maturity for the City's long -term debt, excluding compensated absences. DEBT SERVICE REQUIREMENT TO MATURITY LONG -TERM DEBT SUMMARY As of December 31, 2005 The annual debt service requirements to maturity for general obligation bonds are as follows: Year Ended December 31 Governmental Activities Business -Type Activities PRINCIPAL INTEREST PRINCIPAL INTEREST 2006 $ 888,000 $ 953,908 $ 425,000 $ 199,749 2007 930,000 913,670 445,000 186,107 2008 972,000 871,310 460,000 171,822 2009 1,281,297 826,421 218,703 157,056 2010 1,394,028 767,418 184,972 148,489 2011 -2015 7,512,638 2,791,092 1,046,362 619,516 2016 -2020 5,159,703 1,100,982 1,280,297 384,468 2021 -2023 1,602,834 150,776 912,166 85,806 TOTALS $ 19,740,500 $ 8,375,577 $ $4,972,500 $ 1,953,013 Business -Type Activities Year Ended December 31 Revenue Bonds Public Works Trust Fund Loans Total Long -Term Debt PRINCIPAL INTEREST PRINCIPAL INTEREST PRINCIPAL INTEREST 2006 $ 510,000 $ 180,052 $ 323,905 $ 55,244 $ 833,905 $ 235,296 2007 235,000 154,922 323,903 55,649 558,903 210,571 2008 250,000 142,063 323,903 51,770 573,903 193,833 2009 260,000 128,292 298,903 47,892 558,903 176,184 2010 275,000 113,848 298,903 44,138 573,903 157,986 2011 -2015 1,660,000 287,405 1,254,105 171,125 2,914,105 458,530 2016 -2020 0 0 1,203,212 98,712 1,203,212 98,712 2021 -2024 0 0 884,417 27,289 884,417 27,589 TOTALS $ 3,190,000 $ 1,006,582 $ 4,911,251 $ 552,119 $ 8,101,251 $ 1,558,701 - 63 - City of Tukwila Notes to the Financial Statements NOTE 11 - RESERVATION AND DESIGNATIONS OF FUND EQUITY Following is an analysis of fund equity reservation by type for each of the City's fund groups. RESERVATION OF FUND EQUITY Special Equity Reserved For: General Revenue Fiduciary Totals Imprest Funds $ 13,250 $ 0 $ 0 $ 13,250 Interfund Loans Receivable 544,440 705,560 0 1,250,000 Employees' Pension Benefits 0 0 1,277,004 1,277,004 Total $ 557,690 $ 705,560 $ 1,277,004 $ 2,540,254 There is a Fund Equity Designation of $2,816,822 in the General Fund. This represents sales tax accruals. The City desires to exclude this revenue from appropriation to protect cash liquidity. NOTE 12 - LITIGATION There are several lawsuits in which the City is involved. The City Attorney estimates that the potential claims against the City are either covered by insurance or are not material enough to affect the financial statements of the City. See also Note 14. NOTE 13 — RESTRICTED ASSETS The balances of the restricted asset accounts in the enterprise funds are as follows: Customer deposits - water /sewer utility $ 35,770 Customer deposits - Foster golf course 47,936 Revenue bond reserve account 577,587 Total restricted assets $ 661,293 - 64 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Notes to the Financial Statements NOTE 14 — RISK MANAGEMENT The City is insured for comprehensive general liability, automobile liability, stop -gap coverage, boiler and machinery, errors and omissions liability and employee benefits liability through the Washington Cities Insurance Authority (WCIA). Utilizing RCW Chapter 48.62 (self- insurance regulation) and RCW Chapter 39.34 (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. To date, WCIA has a total of 115 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. Liability coverage is written on an occurrence basis, without deductibles. Coverage includes general, automobile, police professional, public officials errors or omissions, stop -gap, and employee benefits liability. Limits are $3 million per occurrence self insured layer, and $11 million per occurrence in the re- insured excess layer with no annual aggregate except $10 million per member for public officials errors and omissions. The excess layer is insured by the purchase of reinsurance and insurance. Total limits are $14 million per occurrence. The Board of Directors determines the limits and terms of coverage annually. Settled claims have not exceeded this commercial coverage in any of the past three fiscal years. 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 $500,000, for all perils other than flood and earthquake, and insured above that amount by the purchase of reinsurance. In -house services include risk management consultation, loss control field services, claims and litigation administration, and loss analyses. Third party contracts exist for the use of a claims investigation company, consultants for personnel issues and land use problems, and 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. These revenues directly offset portions of the membership's annual assessment. WCIA is governed by a Board of Directors, 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 self - insures for unemployment benefits. This is budgeted each year and has not exceeded $60,000 per year. This expense is budgeted in each respective 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 Assurance Company, which provides individual limits of $100,000 and a plan - 65 - City of Tukwila Notes to the Financial Statements limit of $5,989,204 in 2005. Each fund contributes an appropriate amount each year to pay premiums and claims. At the end of each year the employees and employer share equally any residual amounts. Liabilities include an amount for claims that have been incurred but not reported (IBNR's). Claim liabilities are calculated considering the effects of inflation, recent claim settlement trends including frequency and amount of payouts, and other economic and social factors. The basis for estimating the liabilities for unpaid claims includes the effects of specific, incremental claim adjustment expenses, salvage, subrogation, and other allocated adjustment expenses. The following table reflects changes in the balances of claims liabilities for 2004 and 2005. ITEM Claims Liabilities at Beginning of the Year Claims Expenses: Current Year and Changes in Estimates Claims Payments and Expenses Claims Liabilities at End of the Year Insurance 2005 $ 654,039 3,826,453 (3,733,743) $ 746,749 Insurance 2004 $ 629,182 3,295,052 (3,270,195) $ 654,039 Insurance — LEOFF I 2005 S 48,365 424,339 (393,920) $ 78,784 Insurance — LEOFF I 2004 $ 0 290,192 (241,827) $ 48,365 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. American States Insurance Company insures boiler machinery, crime and 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. NOTE 15 — OTHER POST EMPLOYMENT BENEFITS In addition to the pension benefits described in Note 8, the City provides post retirement health care benefits, in accordance with State statutes, to all LEOFF retirees. Currently, 39 retirees meet those eligibility requirements. The City provides medical insurance and reimburses for all validated claims for medical, dental, and hospitalization costs incurred by retirees. Expenditures for post retirement health care benefits are recognized as retirees report claims. During the year, expenditures of $458,341 were recognized for post retirement health care. This represents a $1,491 increase from the previous year. - 66 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Notes to the Financial Statements This page intentionally left blank. City of Tukwila Notes to the Financial Statements 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Required Supplementary Information REQUIRED SUPPLEMENTARY INFORMATION City of Tukwila Required Supplementary Information REQUIRED SUPPLEMENTARY INFORMATION FIREMEN'S PENSION TRUST FUND SCHEDULE OF FUNDING PROGRESS (All dollar amounts in thousands) Valuation Date Actuarial Value of Assets Actuarial Accrued Liabilities Entry Age Unfunded Actuarial Accrued Liabilities (UAAL) Funded Covered Ratio Payroll UAAL as a Percentage of covered payroll January 1, 2000 January 1, 2003 January 1, 2005 $ 1,076 1,215 1,265 $ 1,243 1,135 1,182 $ 167 (80) (83) 86.56% $ 112 107.05 0 107.02 0 SCHEDULE OF CONTRIBUTIONS FROM THE EMPLOYER AND OTHER CONTRIBUTING ENTITIES 149.11% N/A N/A Fiscal Year Ending December 31, 2000 December 31, 2001 December 31, 2002 December 31, 2003 December 31, 2004 December 31, 2005 Actual Employer Contributions $ 0 0 0 0 0 0 * Beginning in 2003, expenses will be included. Actual Fire Insurance Premiums $ 25,720 30,819 31,845 36,651 40,812 40,983 Less Medical Payments & Total Fund Expenses * Contributions $ 0 40,000 25,000 3,875 500 11,250 $ 25,720 (9,181) 6,845 32,776 40,312 29,733 Annual Required Contribution (ARC) $ 14,248 14,248 14,248 (6,789) (6,789) (6,547) Percentage of ARC Contributed 181% (64) 48 N/A N/A N/A The information presented in the preceding required schedules was determined as part of the actuarial valuations at the dates indicated. - 70 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Required Supplementary Information NOTES TO THE REQUIRED SUPPLEMENTARY INFORMATION FIREMEN'S PENSION TRUST FUND Valuation Date January 1, 2005 Actuarial Cost Method Entry Age Normal Amortization Method 30 -year, closed as of January 1, 1999 Remaining Amortization Period 24 years Asset Valuation Method Fair Value Actuarial Assumptions: Investment Rate of Return 6.0% Projected Salary Increases 4.0% Includes Inflation at 3.0% Cost of Living Adjustments Based upon salary increase assumption for FPF benefits, inflation assumption for LEOFF benefits. * Under the Firemen's Pension Trust Fund, most adjustments are based on the change in salary for the rank of the 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. -71 - City of Tukwila Required Supplementary Information 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Combining and Individual Fund Statements COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES - NONMAJOR FUNDS City of Tukwila Combining and Individual Fund Statements 01,10 City of Tukwila Combining Statements - Nonmajor Governmental Funds Page 1 of 1 DESCRIPTION ASSETS Cash and Cash Equivalents Investments Receivables: Taxes Interest on Investments Due From Other Governmental Units TOTAL ASSETS COMBINING BALANCE SHEET BY FUND TYPE NONMAJOR GOVERNMENTAL FUNDS December 31, 2005 SPECIAL REVENUE 140,083 $ 1,646,306 0 17,678 0 1,804,067 S DEBT SERVICE CAPITAL PROJECTS TOTAL NONMAJOR FUNDS 78,795 $ 662,111 $ 871,000 4,765,951 355,444 0 0 1,305,239 286,152 10,197 10,995 $ 5,735,406 880,989 7,283,257 641,596 27,875 10,995 8,844,712 LIABILITIES AND FUND BALANCES LIABILITIES Accounts Payable Other Current Liabilities Deferred Revenues TOTAL LIABILITIES FUND BALANCES: Unreserved - Undesignated TOTAL FUND BALANCES TOTAL LIABILITIES AND FUND BALANCES 0 $ 0 0 0 1,804,067 1,804,067 1,804,067 $ 0 $ 0 0 0 1,305,239 1,305,239 1,305,239 $ 40,014 $ 13,780 3,659 57,453 5,677,953 5,677,953 5,735,406 $ 40,014 13,780 3,659 57,453 8,787,259 8,787,259 8,844,712 - 76 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 1 of 1 DESCRIPTION REVENUES Taxes Intergovernmental Investment Income Miscellaneous TOTAL REVENUES Combining Statements - Nonmajor Governmental Funds COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BY FUND TYPE NONMAJOR GOVERNMENTAL FUNDS For the year ended December 31, 2005 SPECIAL REVENUE DEBT SERVICE CAPITAL PROJECTS TOTAL NONMAJOR FUNDS $ 0 360,106 69,565 7,470 437,141 $ 1,754,510 250,812 37,419 0 2,042,741 1,792,030 $ 70,925 135,971 294,019 2,292,945 3,546,540 681,843 242,955 301,489 4,772,827 EXPENDITURES Current: Public Safety Physical Environment Transportation Culture and Recreation Debt Service: Principal Interest Capital Outlay TOTAL EXPENDITURES 744,675 0 155,688 0 0 0 0 900,363 0 0 0 0 851,000 993,864 0 1,844,864 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Transfers In Transfers (Out) TOTAL OTHER FINANCING SOURCES AND (USES) (463,222) 150,000 (450,000) (300,000) 197,877 0 0 0 0 164,064 0 84,310 0 0 458,797 707,171 1,585,774 0 0 0 Net Change in Fund Balances Fund Balances - Beginning FUND BALANCES - ENDING (763,222) 2,567,289 $ 1,804,067 $ 197,877 1,107,362 1,305,239 $ 1,585,774 4,092,179 5,677,953 $ 744,675 164,064 155,688 84,310 851,000 993,864 458,797 3,452,398 1,320,429 150,000 (450,000) (300,000) 1,020,429 7,766,830 8,787,259 - 77 - City of Tukwila Combining and Individual Fund Statements 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Combining Statements - Nonmajor Governmental Funds' Description NONMAJOR 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. Valley Narcotics Enforcement Team (VNET) - Established to account for the program activities of narcotic related investigations involving the jurisdictions of Auburn, Kent, Renton, Tukwila, King County, and the Washington State Patrol. Tukwila transferred fiscal agent duties to the City of Auburn effective July 1, 2005 Per City Council Resolution No. 1582, resulting in the closing and discontinuation of this fund. Street Fund - 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. Contingency Fund - Provides funding for any municipal expenditure, the necessity or extent of which could not be foreseen or reasonably evaluated at the time of budget adoption. Resources of the fund are general tax revenues. Fire Equipment Cumulative Reserve Fund - Provides funding for major fire department equipment purchases. Primary revenue source is a $150,000 annual transfer from the General Fund. City of Tukwila Combining Statements - Nonmajor Governmental Funds Page 1 of 1 COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS December 31, 2005 SPECIAL REVENUE VALLEY NARCOTICS FIRE EQUIPMENT TOTAL NONMAJOR ENFORCEMENT CUMULATIVE SPECIAL REVENUE DESCRIPTION TEAM (VNET) STREET CONTINGENCY RESERVE FUNDS ASSETS Cash and Cash Equivalents $ 0 $ 94,973 $ 24,517 $ 20,593 $ 140,083 Investments 0 295,312 752,869 598,125 1,646,306 Receivables: Interest on Investments 0 6,973 4,569 6,136 17,678 TOTAL ASSETS $ 0 $ 397,258 $ 781,955 $ 624,854 $ 1,804,067 FUND BALANCES: Unreserved - Undesignated 0 397,258 781,955 624,854 1,804,067 TOTAL FUND BALANCES 0 397,258 781,955 624,854 1,804,067 TOTAL LIABILITIES AND FUND BALANCES $ 0 $ 397,258 $ 781,955 $ 624,854 $ 1,804,067 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 1 of 1 Combining Statements - Nonmajor Governmental Funds COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS For the year ended December 31, 2005 SPECIAL REVENUE VALLEY NARCOTICS ENFORCEMENT DESCRIPTION TEAM (VNET) STREET REVENUES Intergovernmental $ 109,341 Investment Income 6,587 Miscellaneous 7,370 TOTAL REVENUES 123,298 FIRE EQUIPMENT CUMULATIVE CONTINGENCY RESERVE TOTAL NONMAJOR SPECIAL REVENUE FUNDS $ 250,765 $ 21,354 0 272,119 0 $ 23,591 0 23,591 0 $ 18,033 100 18,133 360,106 69,565 7,470 437,141 EXPENDITURES Current: Public Safety Transportation TOTAL EXPENDITURES 744,675 0 0 0 0 155,688 0 0 744,675 155,688 0 0 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Transfers In Transfers (Out) TOTAL OTHER FINANCING SOURCES AND (USES) (621,377) 116,431 23,591 18,133 0 0 0 150,000 0 (450,000) 0 0 0 (450,000) 0 150,000 Net Change in Fund Balances Fund Balances - Beginning FUND BALANCES - ENDING $ (621,377) (333,569) 23,591 168,133 621,377 730,827 758,364 456,721 0 $ 397,258 $ 781,955 $ 624,854 $ 744,675 155,688 900,363 (463,222) 150,000 (450,000) (300,000) (763,222) 2,567,289 1,804,067 -81 - J'FV!I1lA:., City of Tukwila wo ft +TP 0 .... Combining Statements - Nonmajor Governmental Funds Page 1 of 4 7908 VALLEY NARCOTICS ENFORCEMENT TEAM (VNET) SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 VARIANCE WITH BUDGETED AMOUNTS ACTUAL FINAL BUDGET DESCRIPTION ORIGINAL FINAL AMOUNTS POSITIVE /(NEGATIVE) REVENUES Intergovernmental $ 100,000 $ 100,000 $ 109,341 $ 9,341 Investment Income 2,000 2,000 6,587 4,587 Miscellaneous 75,000 75,000 7,370 (67,630) TOTAL REVENUES 177,000 177,000 123,298 (53,702) EXPENDITURES Current: Public Safety 748,000 748,000 744,675 3,325 Transportation 0 0 0 0 Capital Outlay 10,000 10,000 0 10,000 TOTAL EXPENDITURES 758,000 758,000 744,675 13,325 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES (581,000) (581,000) (621,377) (40,377) OTHER FINANCING SOURCES (USES) Transfers In 0 0 0 0 Transfers (Out) 0 0 0 0 TOTAL OTHER FINANCING SOURCES AND (USES) 0 0 0 0 Net Change in Fund Balance (581,000) (581,000) (621,377) (40,377) Fund Balance - Beginning 581,000 581,000 621,377 40,377 FUND BALANCE - ENDING $ 0 $ 0 $ 0 $ 0 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 2 of 4 Combining Statements - Nonmajor Governmental Funds STREET FUND SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 VARIANCE WITH BUDGETED AMOUNTS ACTUAL FINAL BUDGET DESCRIPTION ORIGINAL FINAL AMOUNTS POSITIVE /(NEGATIVE) REVENUES Intergovernmental $ 235,000 $ 235,000 $ 250,765 $ 15,765 Investment Income 4,000 4,000 21,354 17,354 Miscellaneous 0 0 0 0 TOTAL REVENUES 239,000 239,000 272,119 33,119 EXPENDITURES Current: Public Safety 0 0 0 0 Transportation 146,000 146,000 155,688 (9,688) Capital Outlay 175,000 175,000 0 175,000 TOTAL EXPENDITURES 321,000 321,000 155,688 165,312 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES (82,000) (82,000) 116,431 198,431 OTHER FINANCING SOURCES (USES) Transfers In 0 0 0 0 Transfers (Out) (450,000) (450,000) (450,000) 0 TOTAL OTHER FINANCING SOURCES AND (USES) (450,000) (450,000) (450,000) 0 Net Change in Fund Balance (532,000) (532,000) (333,569) 198,431 Fund Balance - Beginning 751,000 751,000 730,827 (20,173) FUND BALANCE - ENDING $ 219,000 $ 219,000 $ 397,258 $ 178,258 'LA..�,9 , 011 City of Tukwila Combining Statements - Nonmajor Governmental Funds Page 3 of 4 Pa CONTINGENCY FUND SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 VARIANCE WITH BUDGETED AMOUNTS ACTUAL FINAL BUDGET DESCRIPTION ORIGINAL FINAL AMOUNTS POSITIVE /(NEGATIVE) REVENUES Intergovernmental $ 0 $ 0 $ 0 $ 0 Investment Income 20,000 20,000 23,591 3,591 Miscellaneous 0 0 0 0 TOTAL REVENUES 20,000 20,000 23,591 3,591 EXPENDITURES Current: Public Safety 0 0 0 0 Transportation 0 0 0 0 Capital Outlay 0 0 0 0 TOTAL EXPENDITURES 0 0 0 0 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 20,000 20,000 23,591 3,591 OTHER FINANCING SOURCES (USES) Transfers In 0 0 0 0 Transfers (Out) 0 0 0 0 TOTAL OTHER FINANCING SOURCES AND (USES) 0 0 0 0 Net Change in Fund Balance 20,000 20,000 23,591 3,591 Fund Balance - Beginning 764,000 764,000 758,364 (5,636) FUND BALANCE - ENDING $ 784,000 $ 784,000 $ 781,955 $ (2,045) 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT 9ge 4 of 4 Combining Statements - Nonmajor Governmental Funds FIRE EQUIPMENT CUMULATIVE RESERVE FUND SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 VARIANCE WITH BUDGETED AMOUNTS ACTUAL FINAL BUDGET DESCRIPTION ORIGINAL FINAL AMOUNTS POSITIVE /(NEGATIVE) REVENUES Intergovernmental $ 0 $ 0 $ 0 $ 0 Investment Income 3,000 3,000 18,033 15,033 Miscellaneous 1,000 1,000 100 (900) TOTAL REVENUES 4,000 4,000 18,133 14,133 EXPENDITURES Current: Public Safety 2,000 2,000 0 2,000 Transportation 0 0 0 0 Capital Outlay 0 0 0 0 TOTAL EXPENDITURES 2,000 2,000 0 2,000 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 2,000 2,000 18,133 16,133 OTHER FINANCING SOURCES (USES) Transfers In 150,000 150,000 150,000 0 Transfers (Out) 0 0 0 0 TOTAL OTHER FINANCING SOURCES AND (USES) 150,000 150,000 150,000 0 Net Change in Fund Balance 152,000 152,000 168,133 16,133 Fund Balance - Beginning 456,000 456,000 456,721 721 FUND BALANCE - ENDING $ 608,000 $ 608,000 $ 624,854 $ 16,854 City of Tukwila Combining and Individual Fund Statements 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Combining Statements - Nonmajor Governmental Funds' Description NONMAJOR 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. Limited Tax G.O. 1999 - This fund provides payment to the Fiscal Agent for principal and interest payments required per the debt service schedule for purchase of an additional City Hall Annex and economic revitalization projects. Revenues are provided by allocation of sales tax proceeds. Limited Tax G.O. 2000 - This fund provides payment to the Fiscal Agent for principal and interest payments required per the debt service schedule for the City of Tukwila's portion of a new Valley Communications Center along with four other cities. Revenues are provided by allocation of sales tax proceeds. Limited Tax G.O. 2003 - This fund provides payment to the Fiscal Agent for principal and interest payments required per the debt service schedule for the City of Tukwila's Arterial Street program. Revenues are provided by allocation of sales tax proceeds. 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. City of Tukwila Combining Statements - Nonmajor Governmental Funds DESCRIPTION ASSETS Cash and Cash Equivalents Investments Receivables: Taxes TOTAL ASSETS COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS December 31, 2005 DEBT SERVICE LIMITED TAX G.O. 1999 LIMITED TAX G.O. 2000 LIMITED TAX G.O. 2003 LIMITED TAX G.O. REFUNDING BONDS 2003 Page 1 of 1 TOTAL NONMAJOR DEBT SERVICE FUNDS $ 3,862 $ 295,000 176,126 $ 474,988 $ 7,884 $ 62,527 $ 145,000 192,000 0 73,833 152,884 $ 328,360 $ 4,522 $ 239,000 105,485 349,007 $ 78,795 871,000 355,444 1,305,239 FUND BALANCES: Unreserved - Undesignated TOTAL FUND BALANCES 474,988 $ 474,988 $ 152,884 152,884 $ 328,360 328,360 $ 349,007 349,007 $ 1,305,239 1,305,239 - 88 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 1 of 1 Combining Statements - Nonmajor Governmental Funds COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS For the Year Ended December 31, 2005 DEBT SERVICE LIMITED TAX G.O. TOTAL NONMAJOR LIMITED TAX LIMITED TAX LIMITED TAX REFUNDING DEBT SERVICE DESCRIPTION G.O. 1999 G.O. 2000 G.O. 2003 BONDS 2003 FUNDS REVENUES Taxes $ 869,376 $ 0 $ 364,447 $ 520,687 $ 1,754,510 Intergovernmental 0 250,812 0 0 250,812 Investment Income 15,316 4,714 6,602 10,787 37,419 TOTAL REVENUES 884,692 255,526 371,049 531,474 2,042,741 EXPENDITURES Debt Service: Principal 380,000 146,000 0 325,000 851,000 Interest 451,142 104,812 272,410 165,500 993,864 TOTAL EXPENDITURES 831,142 250,812 272,410 490,500 1,844,864 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 53,550 4,714 98,639 40,974 197,877 Net Change in Fund Balances 53,550 4,714 98,639 40,974 197,877 Fund Balances - Beginning 421,438 148,170 229,721 308,033 1,107,362 FUND BALANCES - ENDING $ 474,988 $ 152,884 $ 328,360 $ 349,007 $ 1,305,239 - 89 - .............. „Its, w o ,!ko, City of Tukwila Combining Statements - Nonmajor Governmental Funds Page 1 of 4 LIMITED TAX G.O. BONDS, 1999 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 VARIANCE WITH BUDGETED AMOUNTS ACTUAL FINAL BUDGET DESCRIPTION ORIGINAL FINAL AMOUNTS POSITIVE /(NEGATIVE) REVENUES Taxes $ 835,000 $ 835,000 $ 869,376 $ 34,376 Intergovernmental 0 0 0 0 Investment Income 5,000 5,000 15,316 10,316 TOTAL REVENUES 840,000 840,000 884,692 44,692 EXPENDITURES Debt Service: Principal 380,000 380,000 380,000 0 Interest 451,035 451,035 451,142 (107) TOTAL EXPENDITURES 831,035 831,035 8317142 (107) EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 8,965 8,965 53,550 44,585 Net Change in Fund Balance 8,965 8,965 53,550 44,585 Fund Balance - Beginning 386,000 386,000 421 438 35,438 FUND BALANCE - ENDING $ 394,965 $ 394,965 $ 474,988 $ 80,023 - 90 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 2 of 4 Combining Statements - Nonmajor Governmental Funds LIMITED TAX G.O. BONDS, 2000 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 VARIANCE WITH BUDGETED AMOUNTS ACTUAL FINAL BUDGET DESCRIPTION ORIGINAL FINAL AMOUNTS POSITIVE /(NEGATIVE) REVENUES Taxes $ 0 $ 0 $ 0 $ 0 Intergovernmental 250,000 250,000 250,812 812 Investment Income 2,000 2,000 4,714 2,714 TOTAL REVENUES 252,000 252,000 255,526 3,526 EXPENDITURES Debt Service: Principal 146,000 146,000 146,000 0 Interest 104,812 104,812 104,812 0 TOTAL EXPENDITURES 250,812 250,812 250,812 0 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 1,188 1,188 4,714 3,526 Net Change in Fund Balance 1,188 1,188 4,714 3,526 Fund Balance - Beginning 149,000 149,000 148,170 (830) FUND BALANCE - ENDING $ 150,188 $ 150,188 $ 152,884 $ 2,696 -91 - City of Tukwila Combining Statements - Nonmajor Governmental Funds Page 3 of 4 LIMITED TAX G.O. BONDS, 2003 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 VARIANCE WITH BUDGETED AMOUNTS ACTUAL FINAL BUDGET DESCRIPTION ORIGINAL FINAL AMOUNTS POSITIVE /(NEGATIVE) REVENUES Taxes $ 350,000 $ 350,000 $ 364,447 $ 14,447 Intergovernmental 0 0 0 0 Investment Income 2,000 2,000 6,602 4,602 TOTAL REVENUES 352,000 352,000 371,049 19,049 EXPENDITURES Debt Service: Principal 0 0 0 0 Interest 273,000 273,000 272,410 590 TOTAL EXPENDITURES 273,000 273,000 272,410 590 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 79,000 79,000 98,639 Net Change in Fund Balance 79,000 79,000 98,639 Fund Balance - Beginning 214,000 214,000 229 721 FUND BALANCE - ENDING $ 293,000 $ 293,000 $ 328,360 19,639 19,639 15,721 35,360 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 4 of 4 Combining Statements - Nonmajor Governmental Funds LIMITED TAX G.O. REFUNDING BONDS, 2003 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 VARIANCE WITH BUDGETED AMOUNTS ACTUAL FINAL BUDGET DESCRIPTION ORIGINAL FINAL AMOUNTS POSITIVE /(NEGATIVE) REVENUES Taxes $ 500,000 $ 500,000 $ 520,687 $ 20,687 Intergovernmental 0 0 0 0 Investment Income 3,000 3,000 10,787 7,787 TOTAL REVENUES 503,000 503,000 531,474 28,474 EXPENDITURES Debt Service: Principal 325,000 325,000 325,000 0 Interest 166,779 166,779 165,500 1,279 TOTAL EXPENDITURES 491,779 491,779 490,500 1,279 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES 11,221 11,221 40,974 29,753 Net Change in Fund Balance 11,221 11,221 40,974 29,753 Fund Balance - Beginning 285,000 285,000 308,033 23,033 FUND BALANCE - ENDING $ 296,221 $ 296,221 $ 349,007 $ 52,786 City of Tukwila Combining Statements - Nonmajor Governmental Funds - 94 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Combining Statements - Nonmajor Governmental Funds' Description NONMAJOR 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. Land Acquisition, Recreation and Park Development Fund - This special 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. Facility Replacement Fund - This fund was established in 1988 for the replacement of existing general government facilities. 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. City of Tukwila Combining Statements - Nonmajor Governmental Funds DESCRIPTION ASSETS Cash and Cash Equivalents Investments Receivables: Taxes Interest on Investments Due From Other Governmental Units TOTAL ASSETS COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS December 31, 2005 CAPITAL PROJECTS LAND ACQUISITION, RECREATION AND PARK DEVELOPMENT FACILITY REPLACEMENT GENERAL GOVERNMENT IMPROVEMENTS Page 1 of 1 TOTAL NONMAJOR CAPITAL PROJECTS FUNDS 79,617 $ 517,340 $ 1,880,868 1,756,148 177,008 3,659 4,569 3,455 0 0 2,142,062 $ 2,280,602 $ 65,154 $ 1,128,935 105,485 2,173 10,995 1,312,742 $ 662,111 4,765,951 286,152 10,197 10,995 5,735,406 LIABILITIES AND FUND BALANCES LIABILITIES Accounts Payable Other Current Liabilities Deferred Revenues TOTAL LIABILITIES FUND BALANCES: Unreserved - Undesignated TOTAL FUND BALANCES TOTAL LIABILITIES AND FUND BALANCES $ 0 $ 11,280 0 11,280 2,130,782 2,130,782 2,142,062 $ 0 $ 2,500 3,659 6,159 2,274,443 2,274,443 2,280,602 $ 40,014 $ 0 0 40,014 1,272,728 1,272,728 1,312,742 $ 40,014 13,780 3,659 57,453 5,677,953 5,677,953 5,735,406 - 96 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 1 of 1 DESCRIPTION REVENUES Taxes Intergovernmental Investment Income Miscellaneous TOTAL REVENUES Combining Statements - Nonmajor Governmental Funds COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NONMAJOR GOVERNMENTAL FUNDS For the year ended December 31, 2005 CAPITAL PROJECTS LAND ACQUISITION, RECREATION AND PARK FACILITY DEVELOPMENT REPLACEMENT GENERAL GOVERNMENT IMPROVEMENTS TOTAL NONMAJOR CAPITAL PROJECTS FUNDS $ 1,138,557 $ 50,000 45,553 255,172 1,489,282 132,786 $ 0 54,700 38,847 226,333 520,687 $ 20,925 35,718 0 577,330 1,792,030 70,925 135,971 294,019 2,292,945 EXPENDITURES Current: Physical Environment Culture and Recreation Capital Outlay TOTAL EXPENDITURES 0 84,310 184,689 268,999 6,952 157,112 0 0 8,682 265,426 15,634 422,538 164,064 84,310 458,797 707,171 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES Net Change in Fund Balances Fund Balances - Beginning FUND BALANCES - ENDING 1,220,283 1,220,283 910,499 $ 2,130,782 $ 210,699 154,792 210,699 154,792 2,063,744 1,117,936 2,274,443 $ 1,272,728 $ 1,585,774 1,585,774 4,092,179 5,677,953 - 97 - City of Tukwila Combining Statements - Nonmajor Governmental Funds DESCRIPTION REVENUES Taxes Intergovernmental Investment Income Miscellaneous TOTAL REVENUES LAND ACQUISITION, RECREATION AND PARK DEVELOPMENT FUND SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 BUDGETED AMOUNTS ORIGINAL FINAL ACTUAL AMOUNTS Page 1 of 3 VARIANCE WITH FINAL BUDGET POSITIVE /(NEGATIVE) EXPENDITURES Current: Physical Environment Culture and Recreation Capital Outlay TOTAL EXPENDITURES 962,000 $ 108,000 10,000 334,000 1,414,000 0 148,500 1,625,000 1,773,500 962,000 $ 108,000 10,000 334,000 1,414,000 0 148,500 1,625,000 1,773,500 1,138,557 $ 50,000 45,553 255,172 1,489,282 0 84,310 184,689 268,999 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Sale of Capital Assets TOTAL OTHER FINANCING SOURCES AND (USES) Net Change in Fund Balance Fund Balance - Beginning FUND BALANCE - ENDING (359,500) 0 (359,500) 0 1,220,283 0 0 (359,500) 1,098,000 738,500 0 (359,500) 1,098,000 738,500 $ 0 1,220,283 910,499 2,130,782 $ 176,557 (58,000) 35,553 (78,828) 75,282 0 64,190 1,440,311 1,504,501 1,579,783 0 0 1,579,783 (187,501) 1,392,282 - 98 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 2 of 3 Combining Statements - Nonmajor Governmental Funds FACILITY REPLACEMENT FUND SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 VARIANCE WITH BUDGETED AMOUNTS ACTUAL FINAL BUDGET DESCRIPTION ORIGINAL FINAL AMOUNTS POSITIVE /(NEGATIVE) REVENUES Taxes $ 130,000 $ 130,000 $ 132,786 $ 2,786 Intergovernmental 0 0 0 0 Investment Income 3,000 3,000 54,700 51,700 Miscellaneous 40,000 40,000 38,847 (1,153) TOTAL REVENUES 173,000 173,000 226,333 53,333 EXPENDITURES Current: Physical Environment 125,000 125,000 6,952 118,048 Culture and Recreation 0 0 0 0 Capital Outlay 688,000 688,000 8,682 679,318 TOTAL EXPENDITURES 813,000 813,000 15,634 797,366 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES (640,000) (640,000) 210,699 850,699 OTHER FINANCING SOURCES (USES) Sale of Capital Assets 3,500,000 3,500,000 0 (3,500,000) TOTAL OTHER FINANCING SOURCES AND (USES) 3,500,000 3,500,000 0 (3,500,000) Net Change in Fund Balance 2,860,000 2,860,000 210,699 (2,649,301) Fund Balance - Beginning 2,002,000 2,002,000 2,063,744 61,744 FUND BALANCE - ENDING $ 4,862,000 $ 4,862,000 $ 2,274,443 $ (2,587,557) - 99 - City of Tukwila Combining Statements - Nonmajor Governmental Funds Page 3 of 3 GENERAL GOVERNMENT IMPROVEMENTS SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET (GAAP BASIS) AND ACTUAL For the Year Ended December 31, 2005 VARIANCE WITH BUDGETED AMOUNTS ACTUAL FINAL BUDGET DESCRIPTION ORIGINAL FINAL AMOUNTS POSITIVE /(NEGATIVE) REVENUES Taxes $ 500,000 $ 500,000 $ 520,687 $ 20,687 Intergovernmental 20,000 20,000 20,925 925 Investment Income 5,000 5,000 35,718 30,718 Miscellaneous 0 0 0 0 TOTAL REVENUES 525,000 525,000 577,330 52,330 EXPENDITURES Current: Physical Environment 92,000 92,000 157,112 (65,112) Culture and Recreation 0 0 0 0 Capital Outlay 1,220,000 1,220,000 265,426 954,574 TOTAL EXPENDITURES 1,312,000 1,312,000 422,538 889,462 EXCESS (DEFICIENCY) OF REVENUES OVER (UNDER) EXPENDITURES (787,000) (787,000) 154,792 941,792 OTHER FINANCING SOURCES (USES) Sale of Capital Assets 0 0 0 0 TOTAL OTHER FINANCING SOURCES AND (USES) 0 0 0 0 Net Change in Fund Balance (787,000) (787,000) 154,792 941,792 Fund Balance - Beginning 1,037,000 1,037,000 1,117,936 80,936 FUND BALANCE - ENDING $ 250,000 $ 250,000 $ 1,272,728 $ 1,022,728 - 100 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Combining Statements - Internal Service Funds' Description INTERNAL SERVICE FUNDS Internal Service Funds are used to account for the financing of special services performed by designated organizations within the City of Tukwila to other organizations within the City. They provide a service and then generate revenue by billing the organization for which the service was provided. EQUIPMENT RENTAL FUND Accounts for the costs of maintaining and replacing all City vehicles and auxiliary equipment except for major fire apparatus. All equipment costs, including depreciation, are factors in calculating the rates which are charged to each user department. INSURANCE FUND 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. .0' ° City of Tukwila Combining Statements - Internal Service Funds Page 1 of 1 DESCRIPTION ASSETS Current Assets: Cash and Cash Equivalents Investments Receivables: Customer Accounts Interest on Investments Materials Inventory Total Current Assets INTERNAL SERVICE FUNDS COMBINING STATEMENT OF NET ASSETS As of December 31, 2005 EQUIPMENT RENTAL INSURANCE - INSURANCE LEOFF I TOTAL $ 105,930 $ 2,054 $ 3,154,141 478,000 0 7,108 19,481 0 45,300 0 3,324,852 487,162 71,029 $ 179,013 625,000 4,257,141 0 7,108 0 19,481 0 45,300 696,029 4,508,043 Noncurrent Assets: Capital Assets: Machinery and Equipment Less: Accumulated Depreciation Total Capital Assets (net of accumulated depreciation) Total Assets 6,866,815 (4,580,789) 2,286,026 5,610,878 0 0 0 0 0 0 487,162 696,029 6,866,815 (4,580,789) 2,286,026 6,794,069 LIABILITIES Current Liabilities: Other Current Liabilities Total Current Liabilities 0 746,749 78,784 0 746,749 78,784 NET ASSETS Invested in Capital Assets Unrestricted TOTAL NET ASSETS 2,286,026 3,324,852 $ 5,610,878 $ 0 0 (259,587) 617,245 (259,587) $ 617,245 $ 825,533 825,533 2,286,026 3,682,510 5,968,536 - 102 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Page 1 of 1 DESCRIPTION Combining Statements - Internal Service Funds INTERNAL SERVICE FUNDS COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS For the Year Ended December 31, 2005 EQUIPMENT RENTAL INSURANCE INSURANCE - LEOFF I TOTAL OPERATING REVENUES Charges for Services Other Operating Revenues Total Operating Revenues 1,575,849 $ 16,277 1,592,126 3,628,395 $ 815 3,629,210 430,341 $ 0 430,341 OPERATING EXPENSES Operations and Maintenance Administrative and General Depreciation Total Operating Expenss Operating Income (Loss) NONOPERATING REVENUES (EXPENSES): Investment Income Gain (Loss) on Sale of Capital Assets Total Nonoperating Revenues (Expenses) INCOME (LOSS) BEFORE CONTRIBUTIONS AND TRANSFERS Capital Contributions Transfers In Change in Net Assets Total Net Assets - Beginning Total Net Assets - Ending 875,693 151,992 576,742 1,604,427 (12,301) 85,831 71,176 157,007 3,865,022 0 0 3,865,022 (235,812) 19,673 0 426,447 0 0 426,447 3,894 19,847 0 19,673 19,847 144,706 78,314 114,693 337,713 5,273,165 5,610,878 $ (216,139) 0 0 (216,139) (43,448) (259,587) $ 23,741 0 0 23,741 593,504 617,245 5,634,585 17,092 5,651,677 5,167,162 151,992 576,742 5,895,896 (244,219) 125,351 71,176 196,527 (47,692) 78,314 114,693 145,315 5,823,221 $ 5,968,536 - 103 - City of Tukwila Combining Statements - Internal Service Funds INTERNAL SERVICE FUNDS COMBINING STATEMENT OF CASH FLOWS For the Year Ended December 31, 2005 DESCRIPTION CASH FLOWS FROM OPERATING ACTIVITIES: Cash Received from Quasi - External Transactions Cash Payments to Suppliers Cash Payments to Employees and Retirees Cash Payments for Interfund Services Used Other Operating Receipts NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES EQUIPMENT RENTAL INSURANCE Page 1 of 1 INSURANCE - LEOFFI TOTAL $ 1,575,849 $ (600,090) (280,668) (151,992) 16,277 559,376 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES: Proceeds from Sales of Capital Assets Acquisition and Construction of Capital Assets Capital Transfers In From Other Funds NET CASH PROVIDED (USED) BY CAPITAL AND RELATED FINANCING ACTMTIES CASH FLOWS FROM INVESTING ACTIVITIES: Proceeds from Sales and Maturities of Investments Purchase of Investments Interest on Investments NET CASH PROVIDED (USED) BY INVESTING ACTIVITIES 71,176 (601,580) 95,000 3,628,395 $ (3,779,420) 0 0 815 (150,210) 0 0 0 430,341 $ 5,634,585 (396,028) (4,775,538) 0 (280,668) 0 (151,992) 0 17,092 34,313 443,479 (435,404) 400,000 (590,000) 109,081 (80,919) 0 0 71,176 0 (601,580) 0 95,000 0 (435,404) 230,000 100,000 (100,000) (125,000) 19,673 19,847 149,673 (5,153) 730,000 (815,000) 148,601 63,601 NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS CASH AND CASH EQUIVALENTS, JANUARY 1 CASH AND CASH EQUIVALENTS, DECEMBER 31 $ 43,053 62,877 105,930 $ (537) 29,160 2,591 41,869 71,676 107,337 2,054 $ 71,029 $ 179,013 RECONCILIATION OF OPERATING INCOME (LOSS) TO NET CASH PROVIDED (USED) BY OPERATING ACTMTIES: Operating Income (Loss) Adjustments to Reconcile Operating Income (Loss) to Net Cash Provided (Used) by Operating Activities: Depreciation (Increase) Decrease in Accounts Receivable (Increase) Decrease in Inventory Increase (Decrease) in Accounts Payable Increase (Decrease) in Other Current Liabilities Total Adjustments NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES: NON CASH INVESTING, CAPITAL AND FINANCING ACTIVITIES: Capital Assets Contributed From Other Funds Capital AssetsTransfers In From Other Funds Change in Fair Value of Investments (12,301) (235,812) 3,894 (244,219) 576,742 0 0 576,742 0 (7,108) 0 (7,108) 12,400 0 0 12,400 (17,465) 0 0 (17,465) 0 92,710 30,419 123,129 571,677 85,602 30,419 687,698 559,376 $ (150,210) $ 34,313 $ 443,479 78,314 $ 0 $ 0 $ 78,314 19,693 0 0 19,693 (58,288) 0 0 (58,288) - 104 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Statistical Section STATISTICAL TABLES City of Tukwila Statistical Section TABLE 1 GOVERNMENT -WIDE EXPENSES BY FUNCTION December 31, 2005 INTEREST ON FOSTER SURFACE FISCAL GENERAL PUBLIC PHYSICAL ECONOMIC CULTURE & LONG -TERM WATER/SEWER GOLF WATER YEAR GOVERNMENT SAFETY ENVIRONMENT TRANSPORTATION ENVIRONMENT RECREATION DEBT UTILITY COURSE UTILITY TOTAL 2002 $ 5,622,413 $ 16,824,082 $ 1,736,826 $ 3,742,931 2003 6,038,146 18,172,209 2,022,722 6,524,495 2004 6,167,738 18,769,074 1,442,209 4,962,043 2005 6,421,839 20,300,709 1,363,049 4,171,173 2,982,802 $ 2,756,612 $ 907,840 $ 6,693,879 $ 1,372,536 $ 1,480,645 $ 44,120,566 3,437,515 3,377,383 937,177 6,673,319 1,255,562 1,671,519 50,110,047 3,469,673 3,680,402 1,034,841 6,774,102 1,670,400 1,625,579 49,596,061 3,404,605 3,887,871 1,012,239 7,105,020 1,751,709 1,685,663 51,103,877 Note: Future Comprehensive Annual Financial Reports will build the required ten-year history one-year at a time. Source: City of Tukwila Finance Department Age- 1908 City of Tukwila Statistical Section TABLE 2 GOVERNMENT -WIDE REVENUES December 31, 2005 PROGRAM REVENUES GENERAL REVENUES STATE OPERATING CAPITAL GRANTS ENTITLEMENTS, UNRESTRICTED GAIN ON SALES FISCAL CHARGES FOR GRANTS AND AND IMPACT FEES, IN- INVESTMENT OF CAPITAL YEAR SERVICES CONTRIBUTIONS CONTRIBUTIONS TAXES LIEU TAXES EARNINGS ASSETS TOTAL 2002 $ 12,783,148 $ 2,513,119 $ 15,905,423 $ 28,366,651 $ 154,832 $ 1,528,127 $ 209,554 $ 61,460,854 2003 13,403,182 1,612,016 19,500,879 32,781,485 170,477 525,443 19,035 68,012,517 2004 15,379,051 1,607,688 4,294,315 35,501,923 191,589 604,725 0 57,579,291 2005 15,440,792 1,525,579 3,380,399 36,194,166 192,816 1,078,847 106,776 57,919,375 Note: Future Comprehensive Annual Financial Reports will build the required ten-year history one-year at a time. Source: City of Tukwila Finance Department City of Tukwila Statistical Section Table 3 GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION GENERAL, SPECIAL REVENUE, DEBT SERVICE AND CAPITAL PROJECTS FUNDS Last Ten Fiscal Years GENERAL GOVERNMENT AND FISCAL CAPITAL PUBLIC PHYSICAL TRANSPOR- ECONOMIC CULTURE AND DEBT YEAR OUTLAY SAFETY ENVIRONMENT TATION ENVIRONMENT RECREATION SERVICE TOTAL 1996 $ 12,958,598 $ 12,543,229 $ 324,545 $ 9,870,068 $ 1,829,597 $ 1,359,302 $ 852,848 $ 39,738,187 1997 5,689,907 13,022,989 273,681 10,425,075 1,886,218 1,523,813 876,487 33,698,170 1998 8,806,974 14,084,467 319,715 6,045,566 2,167,090 1,636,133 718,062 33,778,007 1999 8,148,813 14,208,347 581,748 7,422,785 2,288,920 1,814,778 993,963 35,459,354 2000 11,607,077 15,333,820 1,060,844 6,164,057 2,362,230 1,953,756 1,446,437 39,928,221 2001 8,551,438 16,427,388 805,029 7,004,603 2,736,385 2,128,487 1,666,365 39,319,695 2002 22,954,891 16,711,088 1,228,774 2,202,888 2,974,513 2,457,973 1,643,414 50,173,541 2003 21,529,694 17,532,136 1,509,946 4,779,885 3,429,674 2,985,083 1,791,327 53,557,745 2004 14,039,664 18,393,514 883,914 2,620,038 3,461,092 3,187,113 1,861,974 44,447,309 2005 13,480,866 19,604,151 788,105 1,705,692 3,384,928 3,358,583 1,884,474 44,206,799 Source: City of Tukwila Finance Department - 108 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT FISCAL YEAR TAXES Table 4 GENERAL GOVERNMENTAL REVENUES BY SOURCE GENERAL, SPECIAL REVENUE, DEBT SERVICE, AND CAPITAL PROJECTS FUNDS Last Ten Fiscal Years LICENSES CHARGES FINES INTEREST AND INTERGOV- FOR AND INCOME PERMITS ERNMENTAL SERVICES FORFEITURES AND MISC. Statistical Section TOTAL 1996 $ 23,059,414 $ 566,666 $ 4,335,962 $ 582,853 $ 206,373 $ 1,668,201 $ 30,419,469 1997 22,400,139 593,765 5,242,355 745,455 236,763 3,798,959 33,017,436 1998 24,007,362 777,903 3,421,798 1,013,912 283,047 2,438,761 31,942,783 1999 27,463,875 926,208 5,226,452 1,158,173 340,671 1,677,626 36,793,005 2000 30,929,517 1,439,052 4,069,706 1,857,182 323,919 2,634,930 41,254,306 2001 28,943,871 921,809 4,215,249 1,232,149 285,000 2,353,815 37,951,893 2002 28,156,041 822,810 16,689,193 1,201,080 338,484 1,349,571 48,557,179 2003 31,986,222 785,823 15,005,227 1,796,946 245,585 1,288,707 51,108,510 2004 34,148,173 808,821 6,306,463 2,919,115 147,137 1,350,011 45,679,720 2005 34,624,875 1,002,683 5,672,810 2,649,678 116,737 1,638,971 45,705,754 Source: City of Tukwila Finance Department ILA "I v O 40/11* 174 0 7908 City of Tukwila Statistical Section Table 5 PROPERTY TAX LEVIES AND COLLECTIONS Last Ten Fiscal Years PERCENT DELINQUENT % OF TOTAL FISCAL TOTAL CURRENT TAX OF LEVY TAX TOTAL TAX TAX COLLECTIONS YEAR TAX LEVY COLLECTIONS COLLECTED COLLECTIONS COLLECTIONS TO TAX LEVY 1996 $7,632,364 $7,191,379 94.22% $104,512 $7,295,891 95.59% 1997 7,379,517 7,043,064 95.44% 100,937 7,144,001 96.81% 1998 7,568,112 7,347,855 97.09% 121,283 7,469,138 98.69% 1999 7,993,365 7,745,197 96.90% 155,305 7,900,502 98.84% 2000 8,538,884 8,273,834 96.90% 104,306 8,378,140 98.12% 2001 9,362,284 9,222,917 98.51% 103,419 9,326,336 99.62% 2002 9,843,102 9,380,068 95.30% 107,173 9,487,241 96.38% 2003 10,136,315 9,701,178 95.71 % 152,829 9,854,007 97.21% 2004 10,489,114 10,228,549 97.52% 265,163 10,493,712 100.04% 2005 10,731,724 10,511,488 97.95% 115,922 10,627,410 99.03% Source: King County Office of Finance 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Statistical Section Table 6 ASSESSED AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY Last Ten Fiscal Years RATIO OF TOTAL TOTAL ESTIMATED ASSESSED TO FISCAL PERSONAL PUBLIC ASSESSED ACTUAL TOTAL ESTIMATED YEAR REAL PROPERTY PROPERTY UTILITIES VALUE VALUE ACTUAL VALUE 1996 $ 1,880,054,740 $ 450,655,213 $ 49,824,047 $ 2,380,534,000 $ 2,380,534,000 100% 1997 1,914,169,506 468,920,180 49,050,958 2,432,140,644 2,432,140,644 100% 1998 1,997,951,558 530,184,641 47,373,878 2,575,510,077 2,575,510,077 100% 1999 2,112,275,730 579,434,372 55,946,225 2,747,656,327 2,747,656,327 100% 2000 2,349,904,622 580,108,305 74,515,846 3,004,528,773 3,004,528,773 100% 2001 2,544,588,267 606,806,225 192,651,250 3,344,045,742 3,344,045,742 100% 2002 2,715,355,120 604,479,409 169,870,128 3,489,704,657 3,489,704,657 100% 2003 2,832,422,720 471,448,140 80,219,849 3,384,090,709 3,384,090,709 100% 2004 2,916,855,190 447,099,099 77,169,236 3,441,123,525 3,441,123,525 100% 2005 3,091,233,279 457,546,448 61,779,040 3,610,558,767 3,610,558,767 100% Source: King County Department of Assessments City of Tukwila Statistical Section Table 7 PROPERTY TAX RATES - DIRECT AND OVERLAPPING GOVERNMENTS (per $1,000 of Assessed Valuation) Last Ten Fiscal Years CITY OF TUKWILA FISCAL GENERAL SPECIAL YEAR LEVY LEVY 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 3.10000 3.10000 3.10000 3.10000 3.11256 2.94537 2.91064 3.10754 3.11712 3.03706 0.11043 0.01000 0.00000 0.00000 0.00000 0.00000 0.00000 0.00000 0.00000 0.00000 WASH. *KING PORT OF TOTAL STATE COUNTY SEATTLE 3.21043 3.49966 2.82953 0.29211 3.11000 3.51138 1.85109 0.26466 3.10000 3.35872 1.77385 0.23898 3.10000 3.30278 1.68951 0.21585 3.11256 3.14502 2.10955 0.19029 2.94537 2.98946 1.97530 0.18956 2.91064 2.89680 1.34948 0.25895 3.10754 2.75678 1.96799 0.25402 3.11712 2.68951 1.91484 0.25321 3.03706 2.49787 1.86293 0.23330 * Includes King County Library District tax. Source: King County Department of Assessments EMERGENCY MEDICAL SERVICE TUKWILA GREEN RIVER SCHOOL FLOOD DIST. #406 CONTROL HOSPITAL DIST. #1 0.24987 0.00000 0.29000 0.27299 0.24624 0.25000 0.24143 0.23717 0.23182 0.21982 5.10456 4.84901 6.80157 5.91717 5.54167 5.11395 4.85812 5.05267 5.04535 5.01637 0.04977 0.05036 0.05325 0.05209 0.04957 0.04665 0.04688 0.04669 0.04658 0.04482 0.15698 0.15934 0.15354 0.11830 0.09873 0.09643 0.09254 0.09200 0.09039 0.59000 TOTAL 15.39291 13.79584 15.76991 14.66869 14.49363 13.60672 12.65484 13.51486 13.38882 13.50217 - 112 - 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Statistical Section Table 8 RATIO OF NET GENERAL BONDED DEBT TO ASSESSED VALUE AND NET BONDED DEBT PER CAPITA Last Ten Fiscal Years DEBT PAYABLE GROSS FROM NET RATIO OF NET NET BONDED FISCAL BONDED LESS DEBT ENTERPRISE BONDED BONDED DEBT TO DEBT PER YEAR POPULATION ASSESSED VALUE DEBT SERVICE FUNDS REVENUES * DEBT ASSESSED VALUE CAPITA 1996 14,880 $ 2,380,534,000 $ 6,220,000 $ 230,182 $ 0 $ 5,989,818 0.25% $ 403 1997 14,930 2,432,140,644 5,750,000 133,972 0 5,616,028 0.23% 376 1998 14,990 2,575,510,077 5,390,000 1,280 0 5,388,720 0.21% 359 1999 14,840 2,747,656,327 15,170,000 1,614 0 15,168,386 0.55% 1,022 2000 17,181 3,004,528,773 17,226,600 370,112 0 16,856,488 0.56% 981 2001 17,230 3,344,045,742 16,565,000 410,844 0 16,154,156 0.48% 938 2002 17,270 3,489,704,657 15,847,000 389,322 0 15,457,678 0.44% 895 2003 17,270 3,384,090,709 27,168,000 809,012 5,772,500 20,586,488 0.61% 1,192 2004 17,240 3,441,123,525 25,974,000 1,107,362 5,382,500 19,484,138 0.57% 1,130 2005 17,110 3,610,558,767 24,713,000 1,305,239 4,972,500 18,435,261 0.51% 1,077 * These amounts are the general obligation bonds that are being repaid by the Foster Golf Course Fund. Source State of Washington Office of Financial Management King County Department of Assessments City of Tukwila Finance Department City of Tukwila Statistical Section Table 9 COMPUTATION OF LEGAL DEBT MARGIN December 31, 2005 General Capacity Special Purpose Capacity COUNCILMANIC EXCESS LEVY UTILITY PURPOSES PARKS AND TOTAL OPEN SPACE CAPACITY December 31, 2005 Assessed Value: $3,610,558,767 2.50% of Assessed Value $ 1.50% of Assessed Value Statutory Debt Limit $ Debt Outstanding $ Less Amount Available in Debt Service Fund Net Debt Outstanding $ Remaining Debt Capacity $ 0$ 54,158,382 54,158,382 $ 24,713,000 $ 1,305,239 23,407,761 $ 30,750,621 $ 90,263,969 $ 90,263,969 $ 90,263,969 $ 270,791,907 (54,158,382) 0 0 0 36,105,587 $ 90,263,969 $ 90,263,969 $ 270,791,907 0 $ 0 $ 0 $ 24,713,000 0 0 0 1,305,239 0 $ 0 $ 0 $ 23,407,761 36,105,587 $ 90,263,969 $ 90,263,969 $ 247,384,146 Sources: City of Tukwila Finance Department King County Department of Assessments 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Table 10 COMPUTATION OF DIRECT AND OVERLAPPING DEBT December 31, 2005 JURISDICTION Direct: City of Tukwila Overlapping: King County King County Library NET GENERAL OBLIGATION DEBT OUTSTANDING PERCENTAGE APPLICABLE TO TUKWILA Statistical Section ESTIMATED AMOUNT APPLICABLE TO TUKWILA Port of Seattle Tukwila School District #406 Hospital District #1 Total Overlapping Debt: Total Direct and Overlapping Debt: $ 23,407,761 900,699,000 85,891,157 380,225,000 44,854,942 44,710,000 1,456,380,099 $ 1,479,787,860 Sources: King County Office of Finance King County Office of Assessments 100.00% $ 23,407,761 1.39% 1.25% 1.39% 88.24% 4.68% 12,519,716 1,073,639 5,285,128 39,580,001 2,092,428 60,550,912 $ 83,958,673 City of Tukwila Statistical Section Table 11 RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR GENERAL BONDED DEBT TO TOTAL GENERAL GOVERNMENTAL EXPENDITURES Last Ten Fiscal Years RATIO OF DEBT SERVICE FISCAL TOTAL DEBT TOTAL GENERAL TO GENERAL YEAR PRINCIPAL INTEREST SERVICE EXPENDITURES * EXPENDITURES 1996 $ 445,000 $ 351,932 $ 796,932 $ 39,738,187 2.01% 1997 470,000 330,240 800,240 33,698,170 2.37% 1998 360,000 306,868 666,868 33,778,007 1.97% 1999 220,000 292,995 512,995 35,459,354 1.45% 2000 495,000 851,965 1,346,965 39,928,221 3.37% 2001 661,600 934,342 1,595,942 39,319,695 4.06% 2002 718,000 881,531 1,599,531 50,173,541 3.19% 2003 754,000 897,214 1,651,214 53,557,745 3.08% 2004 804,000 1,041,437 1,845,437 44,447,309 4.15% 2005 851,000 1,033,474 1,884,474 44,206,799 4.26% * Includes General, Special Revenue, Debt Service and Capital Projects Funds. Source: City of Tukwila Finance Department 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Statistical Section Table 12 REVENUE BOND COVERAGE - WATER AND SEWER BONDS Last Ten Fiscal Years NET REVENUE AVAILABLE AVERAGE ANNUAL FISCAL GROSS OPERATING FOR DEBT DEBT SERVICE REQUIREMENTS TIMES YEAR REVENUE* EXPENSES ** SERVICE PRINCIPAL INTEREST TOTAL COVERAGE 1996 $ 4,902,528 $ 3,443,204 $ 1,459,324 $ 378,200 $ 197,329 $ 575,529 2.54 1997 5,686,889 3,900,385 1,786,504 373,947 186,375 560,322 3.19 1998 6,243,782 4,309,062 1,934,720 371,944 176,980 548,924 3.52 1999 6,949,624 4,747,448 2,202,176 368,235 167,678 535,913 4.11 2000 7,302,200 5,057,117 2,245,083 366,563 158,276 524,839 4.28 2001 6,944,496 5,143,551 1,800,945 363,200 148,711 511,911 3.52 2002 7,332,495 5,808,561 1,523,934 358,214 139,047 497,261 3.06 2003 7,501,583 5,784,330 1,717,253 352,692 129,354 482,046 3.56 2004 7,929,374 5,876,411 2,052,963 345,000 119,647 464,647 4.42 2005 8,023,334 6,161,436 1,861,898 334,091 110,015 444,106 4.19 * Includes operating and non - operating revenue. ** Includes operating expenses and non - operating expenses exclusive of depreciation, amortization and interest charges. Source: City of Tukwila Finance Department �J,. -i�a: IV ti e "; Cs - : a 1908 City of Tukwila Statistical Section Table 13 DEMOGRAPHIC STATISTICS Last Ten Fiscal Years NUMBER OF NUMBER OF TUKWILA FISCAL SINGLE - FAMILY MULTI - FAMILY SCHOOL DISTRICT YEAR POPULATION HOMES UNITS ENROLLMENT 1996 14,880 3,202 4,165 2,370 1997 14,930 3,230 4,196 2,458 1998 14,990 3,262 4,196 2,408 1999 14,840 3,303 4,196 2,550 2000 17,181 3,364 4,196 2,562 2001 17,230 3,371 4,196 2,410 2002 17,270 3,433 4,196 2,474 2003 17,270 3,468 4,196 2,568 2004 17,240 3,732 4,107 2,628 2005 17,110 3,791 4,107 2,650 Sources: City of Tukwila Planning Division, Department of Community Development State of Washington Office of Financial Management Tukwila School District #406 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT FISCAL YEAR Commercial Construction NO. OF DOLLAR PERMITS VALUE Table 14 CONSTRUCTION AND PROPERTY VALUE Last Ten Fiscal Years Residential Construction NO. OF DOLLAR PERMITS VALUE All Other Construction NO. OF DOLLAR PERMITS VALUE TOTAL PERMITS CONSTRUCTION VALUE Statistical Section TOTAL ASSESSED PROPERTY VALUE 1996 280 $ 24,299,261 66 $ 6,598,450 222 $ 14,429,428 568 $ 45,327,139 $ 2,380,534,000 1997 291 19,659,200 82 7,910,374 220 4,690,338 593 32,259,912 2,432,140,644 1998 312 68,034,541 72 5,629,626 283 9,929,099 667 83,593,266 2,575,510,077 1999 498 65,725,731 153 8,234,895 49 12,586,351 700 86,546,977 2,747,656,327 2000 277 204,463,183 104 12,534,350 344 28,153,887 725 245,151,420 3,004,528,773 2001 258 69,598,425 112 12,169,759 263 11,373,404 633 93,141,588 3,344,045,742 2002 211 39,169,974 147 14,221,232 281 10,255,462 639 63,646,668 3,489,704,657 2003 197 34,438,414 101 10,528,707 238 10,808,417 536 55,775,538 3,384,090,709 2004 226 23,976,098 106 10,510,658 214 6,562,123 546 41,048,879 3,441,123,525 2005 220 24,034,446 128 10,857,371 275 34,003,861 623 68,895,678 3,610,558,767 Sources: King County Department of Assessments - Construction /Assessed Property Value City of Tukwila Building Department - Permits /Dollar Value - 119 - NAME City of Tukwila Statistical Section Table 15 PRINCIPAL PROPERTY TAXPAYERS December 31, 2005 TYPE OF BUSINESS 2005 ASSESSED VALUATION The Boeing Company Westfield Corporation, Inc. AMB Institutional Alliance La Pianta Limited Partnership Boeing Employee's Credit Union Eproperty Tax Inc. Group Health Cooperative Heitman KIR Tukwila LLC /KIMCO Federated Stores Puget Sound Energy Sea -Tuk Warehouse LLC CHA Southcenter LLC Koar -Sea Tac Partners LP (Embassy Suites) Wig Properties LLC (J.C. Penney) Merrill Cr. Holdings LLC (Kenworth Motors) Cigna Life Insurance Company Jorgensen Forge Corp Lowe's Hardware and Garden Sterling Realty Corporation Qwest Harnish Group Inc. Hill Investment Company TOTALS Airplane company Department stores Commercial properties Commercial properties Credit union Investment property Health care Commercial properties Commercial properties Department stores Electric /Gas utility Food distribution Lodging Lodging Department store Truck manufacturer Insurance company Steel manufacturer Home improvement Commercial properties Telephone utility Truck equipment Commercial properties * In 2005 the total assessed property value in the City of Tukwila was $3,610,558,767 Source: King County Department of Assessments $ 406,629,442 127,027,984 72,288,400 68,037,854 55,835,408 50,578,300 47,327,334 47,209,629 35,894,700 24,784,700 21,718,812 21,378,700 17,030,718 16,728,035 15,160,200 15,018,800 14,932,400 14,436,596 14,330,067 11,717,000 10,867,469 10,286,052 6,318,400 $ 1,125,537,000 PERCENT OF TOTAL ASSESSED VALUE* 11.82% 3.69% 2.10% 1.98% 1.62% 1.47% 1.38% 1.37% 1.04% 0.72% 0.63% 0.62% 0.49% 0.49% 0.44% 0.44% 0.43% 0.42% 0.42% 0.34% 0.32% 0.30% 0.18% 32.71% 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Statistical Section Table 16 2005 SALARY RANGES OF PRINCIPAL OFFICIALS POSITION MINIMUM MAXIMUM Mayor $ 81,600 $ 81,600 Councilmembers (each) 12,600 12,600 City Administrator 97,296 126,528 Administrative Services Director 84,144 111,744 Dept. of Comm Dev Director 84,144 111,744 Finance Director 84,144 109,404 Parks & Recreation Director 84,144 109,404 Fire Chief 86,988 113,124 Police Chief 86,988 113,124 Public Works Director 86,988 113,124 Source: City of Tukwila Finance Department **i`'s . °�►�'' City of Tukwila LLI -1 �; •... : .r . Statistical Section NAME OF COMPANY /EMPLOYER Table 17 MAJOR EMPLOYERS 2005 PRODUCT OR BUSINESS 2005 FULL- & PART -TIME EMPLOYMENT The Boeing Company Group Health Cooperative Costco Wholesale & Optical King County Metro J.C. Penney Company Nordstrom, Inc. Boeing Employee's Credit Union Bon - Macy's Red Dot Corporation University of Phoenix City of Tukwila Xerox Corporation Highline Community Hospital United Parcel Service Hartung Glass Industries Doubletree Guest Suites Yellow Transportation Home Depot American Medical Response Federated Logistics Services Sears, Roebuck and Company Associated Grocers Inc. Homeland Security Free & Clear, Inc. Airplane company Health care Cash /carry warehouse & optical products Transit operating base Department store Department store Credit union Department store Heater /air conditioning equipment University Government Xerox equipment Hospital Parcel delivery service Manufacturing Lodging Trucking/Motor /Freight Hardware /home improvement store Medical transportation Distribution Department store Perishable merchandise Federal agency Smoking cessation services Sub - total - Major Employers All Other Employment TOTAL EMPLOYMENT Source: City of Tukwila City Clerk's Office - business licenses 9,638 1,400 589 559 409 398 384 375 357 324 323 301 300 288 228 222 215 210 210 207 205 204 200 200 17,746 24.134 41.880 2005 COMPREHENSIVE ANNUAL FINANCIAL REPORT Statistical Section Table 18 MISCELLANEOUS STATISTICS AND INFORMATION December 31, 2005 Date of Incorporation• June 29, 1908 Form of Government. Mayor /Council Type of Government- Noncharter, Optional Code City Area 8.6 square miles Population. 17,110 Number of City Employees- 323 Salaried City Personnel Election and Voter Registration. 18 precincts 6,698 registered voters Fire Protection - Number of Fire Personnel. 66 Number of Stations. 4 Number of Responses- 4,710 Total Fire Loss. $1,414,741 Police Protection - Number of Police Personnel. 84 Number of Calls for Service- 32,922 Parks and Recreation - Total Acreage. 225 Street- Miles. 79 Signalized Intersections• 61 Utility Services - Water Total Customers- 2,164 Total Gallons/Water. 886,000,000 Sanitary Sewer Total Customers. 1,710 Surface Water Total Customers. 5,100 Miles Storm Sewers. 200 Licenses - Business Licenses- 2,286 Amusement Licenses- 19 Libraries - Number of Libraries- 3 Total Circulation. 215,115 Source: City of Tukwila Finance Department City of Tukwila Statistical Section - 124 -