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HomeMy WebLinkAboutFY 2011 - 2012 - Annual Comprehensive Financial Reports (ACFRs)Comprehensive Annual Financial Report For Fiscal Year Ending June 30, 2012 TOWN OF VINTON, VIRGINIA COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED JUNE 30, 2012 Prepared by the Town of Vinton Finance Department/Treasurer’s Office TOWN OF VINTON, VIRGINIA TABLE OF CONTENTS Page INTRODUCTORY SECTION Letter of Transmittal ..........................................................................................................................................i Certificate of Achievement for Excellence in Financial Reporting ..............................................................vii Directory of Principal Officials.....................................................................................................................viii Organizational Chart .......................................................................................................................................ix FINANCIAL SECTION Independent Auditor’s Report ..........................................................................................................................1 Management’s Discussion and Analysis .........................................................................................................3 Basic Financial Statements Government-wide Financial Statements Exhibit 1 Statement of Net Assets ......................................................................................................12 Exhibit 2 Statement of Activities ........................................................................................................ 13 Fund Financial Statements Exhibit 3 Balance Sheet –Governmental Fund ................................................................................. 14 Exhibit 4 Reconciliation of the Governmental Fund Balance Sheet to the Statement of Net Assets ........................................................................................ 15 Exhibit 5 Statement of Revenues, Expenditures, and Changes in Fund Balances –Governmental Fund ............................................................................. 16 Exhibit 6 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of the Governmental Fund to the Statement of Activities................. 17 Exhibit 7 Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual –General Fund................................................................................. 18 Exhibit 8 Statement of Net Assets –Proprietary Fund ...................................................................... 19 Exhibit 9 Statement of Revenues, Expenses, and Changes in Fund Net Assets –Proprietary Fund ........................................................................................ 20 Exhibit 10 Statement of Cash Flows –Proprietary Fund..................................................................... 21 Notes to Financial Statements .................................................................................................................... 22 Required Supplementary Information Exhibit 11 Analysis of Funding Progress for Defined Benefit Pension Plan ...................................... 48 Exhibit 12 Analysis of Funding Progress for Other Postemployment Benefits .................................. 49 TOWN OF VINTON, VIRGINIA TABLE OF CONTENTS (Continued) Page STATISTICAL SECTION Table 1 Net Assets by Component .........................................................................................................51 Table 2 Change in Net Assets by Component ........................................................................................ 52 Table 3 Fund Balances –Governmental Fund ....................................................................................... 54 Table 4 Changes in Fund Balances –Governmental Fund .................................................................... 55 Table 5 Assessed Value and Actual Value of Taxable Property ...........................................................56 Table 6 Principal Water and Sewer Customers ...................................................................................... 57 Table 7 Property Tax Levies and Collections ........................................................................................ 58 Table 8 Water and Sewer Rates .............................................................................................................. 59 Table 9 Legal Debt Margin Information ................................................................................................ 60 Table 10 Ratios of Outstanding Debt by Type ......................................................................................... 61 Table 11 Pledged Revenue Coverage ....................................................................................................... 62 Table 12 Demographic Statistics .............................................................................................................. 63 Table 13 Principal Employers ................................................................................................................... 64 Table 14 Full-Time Equivalent Town Government Employees by Function/Program .......................... 65 Table 15 Operating Indicators by Function/Program ............................................................................... 66 Table 16 Capital Asset and Infrastructure Statistics by Function/Program ............................................. 67 COMPLIANCE SECTION Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards..................................................................................................... 69 Summary of Compliance Matters .................................................................................................................. 71 Schedule of Findings and Responses ............................................................................................................. 72 INTRODUCTORY SECTION i November 2, 2012 To the Honorable Mayor, Members of Town Council, and Citizens of the Town of Vinton, Virginia The Comprehensive Annual Financial Report (CAFR) for the Town of Vinton for the fiscal year ended June 30, 2012 is hereby submitted in accordance with Section 15.1-167 of the 1950 Code of Virginia, (1950 as amended). The Code requires that the Town issues an annual report on its financial accounts and records. In addition, the report must be audited. The report was prepared by the Treasurer’s Office and audited independently by the accounting firm of Brown, Edwards & Company, L.L.P. Responsibility for both the accuracy of the data and completeness and fairness of the presentation, including all disclosures, rests with the Town of Vinton. To the best of our 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 of the Town. All disclosures necessary to enable the reader to gain an understanding of the Town’s financial activities have been included. The Reporting Entity and Services Provided The financial reporting entity includes all of the funds of the primary government of the Town of Vinton, as legally defined. The reporting entity does not include legally separate entities (component units) for which a primary government is financially accountable because there are no such component units within the Town. The Town jointly operates the Roanoke Valley Resource Authority with Roanoke County and City of Roanoke. It is, however, a legally separate entity governed by a six-member multi-jurisdictional Board, one member of which represents the Town. The Town of Vinton provides a full range of municipal services. These services include police protection, fire and first aid services, refuse and recycling functions, general public improvements, street and right-of-way maintenance, recreational and cultural activities, and planning and zoning. The Town also provides potable water distribution, wastewater collection, maintenance and service of line, meters, and other components related to its utility system. Based on the latest Water Quality Report, the water system meets all state and federal requirements administered by the Office of Drinking Water under the Virginia Department of Health. According to the 2011 Water Quality Report,the Town had no water quality violations. The Virginia Department of Environmental Quality in reported statewide recycling rates for calendar year 2011. The Town of Vinton’s rate was 66.1% which ranked second out of 71 solid waste planning units in the Commonwealth. Barry W. Thompson Finance Director/Treasurer Town of Vinton 311 S. Pollard Street Vinton, VA 24179 Phone (540) 983-0608 Fax (540) 985-3105 ii Local Economic Condition and Outlook The Town of Vinton is located in the southern end of the Shenandoah Valley, in the southwestern region of Virginia. Vinton is a part of the Roanoke Metropolitan Statistical Area, which includes the Cities of Roanoke and Salem and Counties of Roanoke, Botetourt, and Craig. The Town is a compact, urban area of 3.2 square miles located within eastern Roanoke County and shares a common border with the City of Roanoke. It is approximately 170 miles west of Richmond, Virginia, the State capital. The Town is a major gateway to the recreational attractions of Smith Mountain Lake and the Blue Ridge Parkway. Approximately 78.8% of the total land within the Town is developed; 50.6% for residential use, 13.8% for commercial or industrial development (within the Town industrial park and at various other locations) and 14.4% for public facility development. Vinton is proud of its small size in relation to the surrounding dense urban areas. It has a reputation as a friendly community with much scenic charm and beauty, and is often the urban center of choice for residents in east Roanoke County and the surrounding population centers of Bedford, Botetourt, and Franklin counties. The location of the Town provides quick and easy access from neighboring jurisdictions via US Interstates 81 and 581, U.S.Routes 460 and 220, and Virginia Routes 24 and 634. This also provides an opportunity for citizens to be able to drive to a community college, two private colleges, and two public universities in less than one hour. The Town’s location also means that its economy is impacted by the economic conditions of its neighbors, and by decisions made by these larger neighboring jurisdictions. Since the Town of Vinton is highly concerned with providing a positive atmosphere and quality of life for its citizens, it has taken an active role in various regional authorities and activities. The Town participates in economic development by being a member of the Roanoke Regional Partnership and in major festivals in community relations by funding a portion of the annual operating costs of the Roanoke Valley Regional Cable Television. The Town also participates in the Greenway Commission, the purpose of which is to identify possible greenway locations in the Roanoke Valley area. Vinton has maintained stable property tax rates over the years, while continuing to provide high quality municipal services and responsive government. The Town Council adopted an ordinance to eliminate the vehicle decal and to enact a vehicle license fee effective January 1, 2008. This essentially was a revenue neutral action by Council. The nearby educational institutions allow opportunities for Town citizens to receive higher education and technical training. Expansion of industry, tourist facilities, and conference centers in the region continue to enhance the reputation of the Town as a highly desirable residential area. Long-term Financial Planning Christopher S. Lawrence was appointed as Town Manager in September 2008. Mr. Lawrence has strong leadership and management skills and has set goals toward community and economic development. The Town’s Management Team works closely with the Roanoke County Management Team to develop short-term and long-term financial goals addressing the financial stability of the Town/County endeavors. iii Long-term Financial Planning (Continued) The Town Council approved a balanced budget for the upcoming fiscal year. The budget provides for maintaining the existing levels of services provided to the Town’s citizens while increasing an effort on economic development through revitalizing the downtown business area. These efforts include partnering with the Virginia Department of Housing and Community Development whereby funding may be provided for a downtown economic restructuring plan as well as a physical improvement master plan. The Town was also awarded by the Virginia Department of Housing and Community Development (VA DHCD), a Business District Revitalization Planning Grant in the amount of $35,000. The grant enabled the Town to hire consultants to complete the Downtown Revitalization and Economic Restructuring Plans. The project involved citizens in a participatory planning process from May 2009 through September 2010. A series of meeting and surveys were held to identify community assets and opportunities in downtown Vinton. These identified economic and physical needs we’re used to compile the Downtown Revitalization and Economic Restructuring Plans for Vinton and in VA DHCD Community Improvement Grant applications submitted. The budget maintains the Cigarette Tax, which was passed two years ago at $0.20 per pack of cigarettes. This revenue generated an additional $296,000. Another economic benefit for the Town is the result of the marketing and branding efforts of the newly completed War Memorial Conference Center. The Town should continue to realize increased revenue from the use of this facility. It is a premier conference facility. It has a main ballroom with a seating capacity of 240 to 300 depending on the room configuration which can be converted into two rooms. There is also a smaller meeting room known as the Library on the main floor and another two smaller meeting rooms on the second floor. The facility has a modern sound system, projectors and screens, and wireless Internet. The facility is now fully ADA compliant and all floors are served by an elevator. As a part of this project,the Jaycee Ball field near the War Memorial Complex was relocated to the Vineyard Park in order to continue providing the Vinton community an adequate ball field facility. This project is in cooperation with Roanoke County through its Parks and Recreation Program in order to provide a high level of service to our citizens. The Town continues to commit to the improvement of the highways, streets, and roads by including approximately $218,000 for paving and milling of streets throughout the Town. Major Initiatives The Vinton Business Center is open for business. Cardinal Glass Industries of Minnesota is the first company located in the Vinton Business Center. It has completed its 222,000 square-foot building at an investment of approximately $23.9 million. Currently, it is fully staffed. There are two additional prepared sites at the Vinton Business Center which are being marketed. A picnic shelter has been completed while the Greenway Trail is planned to eventually connect with the existing Greenway System running through the Town of Vinton and east Roanoke County. A business center sign has been constructed to better identify the Vinton Business Center. This was jointly constructed by the Town of Vinton and Roanoke County at a cost of $36,874. In November 2003, the citizens of Vinton voted to allow operation of an off-track betting facility within the Town limits. Colonial Downs was constructed and began operations in October 2004 which has brought approximately $30,000 of tax revenue to the Town. iv Major Initiatives (Continued) The Roanoke County Commonwealth Attorney’s Office continues to represent the Town’s interests in the prosecution of criminal charges. Attorney Elizabeth Dillon was re-appointed by the Town Council on July 1, 2010 to serve as counsel for the Town’s other legal matters. The Town evaluated its wastewater collection and water distribution system and as a result identified four (4) projects as vital to improve and update its safe and reliable operations. In January 2008, the Town issued bonds through VML-VACo amounting to $2,750,000 to fund these projects. The bonds were issued to fund the water and wastewater improvement projects and are secured by pledges from the water and sewer revenues from the current utility system. The remaining project to be completed is as follows: Glade Creek/Tinker Creek Wastewater Trunk Line will replace 750 foot segment of 18-inch wastewater trunk line and install new manholes along new alignment. The new alignment will locate replacement line away from creek within existing right-of-way. The segment of existing line to be replaced is in severely deteriorated condition and needs to be replaced immediately. The town and the County of Roanoke entered into an agreement pursuant to the acquisition of real estate at 304 Pollard Street in the downtown corridor for the construction of a future Roanoke County Public Library. The town’s portion of the $1,255,000 real estate transaction was $625,000. The town agreed to pay $100,000 at closing with the balance of $525,000 paid over a period of ten (10) annual installments. The Town continues to update with the County of Roanoke the Real Estate Tax and Appraisal and Personal Property Tax Software and billing has been successfully implemented. Roanoke County/Town of Vinton also has implemented and continues to update an Appraisal System. DMV imports have been automated and set-off debts have been automated and have improved delinquent collections. In January 2012, the Town has implemented an agreement with ACS Enterprise, Inc. for Application Hosting and Technology Support Systems and Services for the Financial Applications. They provide the Town with Technical Support, continuous software updating on the financial applications, and a disaster recovery plan in the event of some unforeseen emergency. Prospects for the Future Comprehensive Plan –The twenty-year Comprehensive Plan for the Town’s economic and community development was adopted in September 2004. This plan which serves as the blue print for the Town’s direction regarding land use, capital development, and economic progress is continuously being reviewed and updated, as needed. Façade Improvement Program –The Façade Improvement program was envisioned from recommendations during the Vinton Comprehensive Planning process, which was adopted by Town Council in 2004. The Program provides financial assistance to small businesses, within an identified Downtown area, that wish to improve their property. The grants available under this program range from $500 to $5,000. The program provides a 50% reimbursement of qualified expenses, which include façade and other general property improvements undertaken in accordance with the established design guidelines for exterior improvements only and address architecture, signage, landscaping, walls, lighting, veneers,and awnings. Ten buildings in downtown Vinton have been updated using the façade grant program. Vinton Area Corridors Plan –The Vinton Area Corridors Plan’s purpose is to provide data and information for the Town of Vinton, Roanoke County, and the Virginia Department of Transportation (VDOT) to use in land use and transportation planning. The Town, with a population approaching 8,000 and a land mass slightly larger than 3 square miles is a v diversifying urban area striving to sustain its distinctive small-town charm within the greater Roanoke Valley. The study area is comprised of 7.5 miles of corridors that traverse through the Town of Vinton and eastern Roanoke County. The Plan contains a number of implementation strategies that are to be completed over the next 20 years and are grouped by project names, timeframes, and responsible parties. Accounting System and Budgetary Controls The Town’s accounting records for governmental fund type operations are maintained on a modified accrual basis with revenues being recorded when available and measurable, and expenditures being recorded when services or goods are received and fund liabilities are incurred. Accounting records for proprietary fund types are maintained on the accrual basis with revenues and expenses being recorded when earned or incurred. In developing or modifying the Town’s accounting system, consideration is given to the adequacy of internal controls. Internal controls are designed to provide reasonable, but not absolute, assurance regarding: (a) the safeguarding of assets against loss from unauthorized use or disposition, and (b) the reliability of financial records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance recognizes that: (a) the cost of a control should not exceed the benefits likely to be derived, and (b) the evaluation of costs and benefits requires estimates and judgments by management. All internal control evaluations occur within the above framework. The Town’s internal controls adequately safeguard assets and provide reasonable assurance of proper recording of financial transactions. Budgetary control is maintained at the department or function level by the adoption of an annual, accrual plus encumbrances basis budget for both the General and Enterprise Funds. The budgetary controls are designed to ensure compliance with legal restrictions on expenditures as established by the Town Council. Only the Council can revise appropriations. Year-end outstanding encumbrances are reported as a reserve of fund balance and re-appropriated in the subsequent year. Cash Management The Town uses a pooled cash concept to allow greater investment flexibility and consequently a better return on investments. Cash from all funds is pooled for investment purposes in the Commonwealth of Virginia’s Local Government Investment Pool and in Certificates of Deposit. The Town’s checking account is an interest bearing public fund demand deposit account earning interest rates tied to the 90-day US T-Bill. Risk Management The Town’s various property and liability insurance coverage is provided by Virginia Municipal League Insurance Programs. The annual insurance costs are allocated to specific departments and funds based on assigned equipment, number of personnel, building usage, and other equitable cost estimates. vi Independent Audit Virginia law requires that the financial statements of the Town be audited by a Certified Public Accountant (or alternatively, by the Auditor of Public Accounts) selected by the Town Council. Brown, Edwards & Company, L.L.P., has performed an annual audit of the Comprehensive Annual Financial Report. Their audit was conducted in accordance with generally accepted auditing standards; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and Specifications for Audit of Counties, Cities, and Towns, issued by the Auditor of Public Accounts of the Commonwealth of Virginia. The auditor’s report, which includes their opinion on the financial statements of the Town, is contained in this report on page one of the Financial Section. Other auditor’s reports are included in the Compliance Section. GAAP requires that management provide a narrative introduction, overview, and analysis to accompany the basic financial statements in the form of Management’s Discussion and Analysis (MD&A). This letter of transmittal is designed to complement the MD&A and should be read in conjunction with it. The Town’s MD&A can be found immediately following the report of the independent auditors. 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 Town for its Comprehensive Annual Financial Report for the fiscal year ended June 30, 2011. The Certificate of Achievement is a national award that recognizes conformance with the highest standards for preparation of government financial reports. In order to be awarded a Certificate of Achievement, a governmental unit must publish an easily readable and efficiently organized Comprehensive Annual Financial Report, the contents of which must conform to program standards. The CAFR must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. The Town of Vinton has received a Certificate of Achievement for the past eleven fiscal years. We believe our current report continues to conform with the Certificate of Achievement Program requirements, thus, this report is being submitted to GFOA. The Town Manager has also established a goal for the budget document to be reevaluated as a budgeting and communication tool. The GFOA budget document standards are being used as a model for improving the budget document. Acknowledgements The preparation of this report was made possible through the diligent effort of the Treasurer/Finance Office with the support of all departments. Appreciation is expressed to the members of the Town Council for their interest in the preparation of the Town of Vinton’s comprehensive annual financial report and to the Town’s independent auditing firm, Brown, Edwards & Company, L.L.P. for their cooperation and input in this work. Respectfully submitted, _____________________________________ Christopher S. Lawrence Barry W. Thompson Town Manager Treasurer/Finance Director vii viii TOWN OF VINTON, VIRGINIA DIRECTORY OF PRINCIPAL OFFICIALS June 30, 2012 TOWN COUNCIL Bradley E. Grose, Mayor Robert R. Altice Carolyn D. Fidler William S. Nance Matthew S. Hare APPOINTED OFFICIALS Christopher S. Lawrence ........................................................Town Manager Barry W. Thompson ............................................Finance Director/Treasurer Susan Johnson ..............................................................................Town Clerk Herbert G. Cooley ...................................................................Chief of Police INDEPENDENT AUDITORS Brown, Edwards & Company, L.L.P. ix Citizens of Vinton Town Council Town Manager Town Attorney Police Department Administration Public Works Department Finance Department Planning and Zoning Department Special Programs Department War Memorial Department Operations Services Streets Property/Grounds Utilities Refuse/Recycling Fire/EMS Department Career Human Resources Volunteer Fire and First Aid Crew Assistant Town Manager Economic Development/Business Advocacy Town Clerk Town of Vinton Organization Chart FINANCIAL SECTION 1 Your Success is Our Focus 319 McClanahan Street, S.W.• P.O. Box 12388 • Roanoke, VA 24025-2388 • 540-345-0936 • Fax: 540-342-6181 • www.BEcpas.com INDEPENDENT AUDITOR’S REPORT Honorable Members of Town Council Town of Vinton, Virginia We have audited the accompanying financial statements of the governmental activities, the business-type activities, and each major fund of the Town of Vinton, Virginia, as of and for the year ended June 30, 2012, which collectively comprise the Town’s basic financial statements as listed in the table of contents. These financial statements are the responsibility of the Town’s management. Our responsibility is to express an opinion on these financial statements based on our audit. The prior year partial comparative information has been derived from the Town’s 2011 financial statements and, in our report dated November 3, 2011,we expressed unqualified opinions on the respective financial statements of the governmental activities, the business-type activities, and each major fund. We conducted our audit in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and Specifications for Audits of Counties, Cities, and Towns issued by the Auditor of Public Accounts of the Commonwealth of Virginia. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, and each major fund of the Town, as of June 30, 2012, and the respective changes in financial position and, where applicable, cash flows thereof and the respective budgetary comparison for the general fund for the year then ended in conformity with accounting principles generally accepted in the United States of America. In accordance with Government Auditing Standards, we have also issued our report dated November 2, 2012 on our consideration of the Town’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws,regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be considered in assessing the results of our audit. 2 Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis, the Analysis of Funding Progress for Defined Benefit Pension Plan, and Analysis of Funding Progress for Other Postemployment Benefits be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements,is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Our audit was conducted for the purpose of forming an opinion on the financial statements that collectively comprise the Town’s basic financial statements. The introductory section and the statistical section are presented for purposes of additional analysis and are not a required part of the basic financial statements. The introductory and statistical sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we do not express an opinion or provide any assurance on them. CERTIFIED PUBLIC ACCOUNTANTS Roanoke, Virginia November 2, 2012 3 MANAGEMENT’S DISCUSSION AND ANALYSIS As management of the Town of Vinton, Virginia (the “Town”), we offer readers of the Town’s financial statements this narrative overview and analysis of the financial activities of the Town for the fiscal year ended June 30, 2012. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal, which can be found on pages i through vi of this report. Financial Highlights The total assets of the Town exceeded its liabilities at the close of the most recent fiscal year by $13,070,665 (net assets). Of this amount, $2,312,382 (unrestricted net assets) may be used to meet the Town’s ongoing obligations to citizens and creditors. The Town’s total net assets decreased by $438,490. This decrease is largely due to the total expenses of $11,042,245 being more than the total revenues of $10,603,755. However, an increase of $527,241 (11.7%) in current and other assets occurred. Additionally, capital assets decreased by $1,241,851 (5.6%) in capital assets with the final result being a drop of 2.7% in total assets. On the other hand, long-term liabilities decreased by $157,393 (1.4%) while other liabilities fell by $118,727 (8.2%), thus causing a favorable effect on the total net assets. The final result of all these effects is a 3.2% decrease in net assets. As of the close of the current fiscal year, the Town’s governmental fund reported an ending fund balance of $2,664,761, an increase of $929,360 in comparison with the prior year. This is largely due to an increase of $825,944 (26.7%) in total assets particularly due from cash and cash equivalents. In addition to this positive effect, total liabilities decreased by $103,416 (7.6%) in particular accrued payroll and related liabilities. Approximately 97% of the ending fund balance, $2,584,947 is available for spending at the Town’s discretion (unassigned fund balance), and represents 36.5% of the governmental fund’s expenditures. The Town’s total long-term liabilities decreased by $157,393 (1.4%) during the current fiscal year. This decrease is largely due to the regular payment on bonds and capital lease. Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the Town’s basic financial statements. The Town’s basic financial statements comprise three components: (1) government-wide financial statements,(2)fund financial statements, and (3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. 4 Overview of the Financial Statements (Continued) Government-wide Financial Statements –The government-wide financial statements are designed to provide readers with a broad overview of the Town’s finances, in a manner similar to a private-sector business. The statement of net assets presents information on all of the Town’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 Town is improving or deteriorating. The statement of activities presents information showing how the government’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 only in cash flows in future fiscal periods (e.g., uncollected taxes and earned but unused vacation leave). Both of the government-wide financial statements distinguish functions of the Town 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 Town include general government, public safety, public works, community development, and parks,recreation, and cultural. The business-type activity of the Town is the water and sewer department. Fund Financial Statements –A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The Town, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the Town can be divided into two categories: governmental funds and proprietary 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. The Town adopts an annual appropriated budget for its general fund. A budgetary comparison statement has been provided for the general fund to demonstrate compliance with this budget. Proprietary Funds –The Town maintains one type of proprietary fund. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The Town uses an enterprise fund to account for its Water and Sewer Department. 5 Overview of the Financial Statements (Continued) Proprietary Funds (Continued)–Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for the Water and Sewer Department. 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 statement. Other Information –In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information concerning the Town’s funding progress for the defined benefit pension plan. Government-wide Financial Analysis As noted earlier, net assets may serve over time as a useful indicator of a government’s financial position. In the case of the Town, assets exceeded liabilities by $13,070,665 at the close of the most recent fiscal year. By far the largest portion of the Town’s net assets (82.3%) reflects its investment in capital assets (e.g., land, buildings, infrastructure, machinery, and equipment), less any related debt used to acquire those assets that are still outstanding. The Town uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the Town’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. The Town’s Net Assets Governmental Business-Type Activities Activities Total 2012 2011 2012 2011 2012 2011 Current and other assets $4,006,466 $3,187,166 $1,031,365 $1,323,424 $5,037,831 $4,510,590 Capital assets 9,941,952 10,603,739 10,912,932 11,492,996 20,854,884 22,096,735 Total assets 13,948,418 13,790,905 11,944,297 12,816,420 25,892,715 26,607,325 Long-term liabilities 4,992,646 4,736,142 257,999 6,922,032 5,250,645 11,658,174 Other liabilities 1,063,270 1,226,398 6,508,135 213,598 7,571,405 1,439,996 Total liabilities 6,055,916 5,962,540 6,766,134 7,135,630 12,822,050 13,098,170 Net assets Invested in capital assets, net of related debt 5,919,643 6,316,937 4,838,640 5,019,517 10,758,283 11,336,454 Restricted - 20,053 - - - 20,053 Unrestricted 1,972,859 1,491,375 339,523 661,273 2,312,382 2,152,648 Total net assets $7,892,502 $7,828,365 $5,178,163 $5,680,790 $13,070,665 $13,509,155 Unrestricted net assets of $2,312,382 may be used to meet the Town’s ongoing obligations to citizens and creditors. At the end of the current fiscal year, the Town is able to report positive balances in all three categories of net assets, both for the government as a whole, and for its separate governmental and business-type activities. The same situation held true for the prior fiscal year. 6 Government-wide Financial Analysis (Continued) Governmental activities –Governmental activities increased the Town’s net assets by $64,137. The key elements of this increase are an increase in transfers in of $500,000 (100%). For the most part, revenues closely paralleled inflation and conditions represented in the economy and growth in the demand for services. Revenues from operating grants and contributions showed a major decrease due to not receiving VDOT revenue sharing which was a significant amount in the prior year. Investment earnings also showed a decline because of a very low interest rate coupled with the declining investments and bond proceeds. However, there was an increase in gain sharing revenue due to business growth in the area. The Town’s Changes in Net Assets Governmental Business-Type Activities Activities Total 2012 2011 2012 2011 2012 2011 Revenues Program revenues Charges for services $642,539 $696,556 $2,753,851 $2,672,156 $3,396,390 $3,368,712 Operating grants and contributions 1,281,998 1,318,394 - - 1,281,998 1,318,394 Capital grants and contributions 66,545 75,188 - - 66,545 75,188 General revenues Property taxes 510,558 429,409 - - 510,558 429,409 Other taxes 4,098,917 4,026,254 - - 4,098,917 4,026,254 Intergovernmental unrestricted 773,617 748,815 - - 773,617 748,815 Investment earnings 3,020 1,904 505 1,601 3,525 3,505 Other 184,846 81,373 287,359 275,208 472,205 356,581 Total revenues 7,562,040 7,377,893 3,041,715 2,948,965 10,603,755 10,326,858 Expenses General government 948,803 934,388 - - 948,803 934,388 Public safety 3,214,622 3,397,562 - - 3,214,622 3,397,562 Public works 2,062,430 2,243,111 - - 2,062,430 2,243,111 Parks, recreation, and cultural 553,866 583,569 - - 553,866 583,569 Community development 1,034,510 339,983 - - 1,034,510 339,983 Interest on long-term debt 183,672 194,159 - - 183,672 194,159 Water and sewer - - 3,044,342 3,002,964 3,044,342 3,002,964 Total expenses 7,997,903 7,692,772 3,044,342 3,002,964 11,042,245 10,695,736 Excess (deficiency) before transfers (435,863) (314,879)(2,627)(53,999)(438,490) (368,878) Transfers 500,000 - (500,000)- - - Change in net assets 64,137 (314,879)(502,627)(53,999)(438,490) (368,878) Net assets –July 1 7,828,365 8,143,244 5,680,790 5,734,789 13,509,155 13,878,033 Net assets –June 30 $7,892,502 $7,828,365 $5,178,163 $5,680,790 $13,070,665 $13,509,155 7 Government-wide Financial Analysis (Continued) Expenses and Program Revenues – Governmental Activities Revenues by Source – Governmental Activities Business-type activities – Business-type activities decreased the Town’s net assets by $502,627. This decrease is largely due to the increase in transfers by $500,000 (100%). There were no capital grants and contributions received this fiscal year. - 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 7,000,000 8,000,000 9,000,000 General Government Public Safety Public Works Parks, Recreation, & Cultural Community Development Interest on Long-Term Debt Total Expenses Program Revenues Charges for Services 8% Operating Grants and Contributions 17% Capital Grants and Contributions 1% Property Taxes 7% Sales Taxes 17% Other Taxes 38% Unrestricted Intergovernmental Revenue 10% Other 2% 8 Financial Analysis of the Government’s Funds As noted earlier, the Town uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental funds –The focus of the Town’s governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the Town’s financing requirements. In particular, unassigned 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 Town’s governmental fund reported combined ending fund balances of $2,664,761, an increase of $929,360 in comparison with the prior year. This is largely due to an increase in total of assets totaling $825,944 (26.7%) particularly an increase by cash and cash equivalents by $939,489 (40.8%).In addition to this favorable effect, accounts payable, accrued payroll and related liabilities decreased by $68,421 (13.2%). Proprietary funds –The Town’s proprietary fund provides the same type of information found in the government-wide financial statements, but in more detail. Unrestricted net assets of the Water and Sewer Department at the end of the year amounted to $339,523. Factors concerning the finances of this fund have already been addressed in the discussion of the Town’s business-type activities. General Fund Budgetary Highlights Differences between the original budget and the final amended budget for revenues were $54,592 primarily due to an increase on Categorical Aid by $47,896,or 4.4%. Differences between the original budget and the final amended budget for expenditures were $174,692. These differences are primarily due to minimal increases on expenses for public safety; public works; community development; and capital projects. There were multiple significant variances between the final budget and the actual final results for the year. They can be briefly summarized as follows: Some revenue forecasts in the governmental fund were not significantly realized. Current personal property tax collection was 89.5% of the budget due to budgeting too high and collections being lower on current property taxes while tax on public utilities was budgeted too high. Fines and forfeitures had a variance of 32.2% due to decreased court fines. Charges for services had a variance of 9.0% due to decreases in rental of senior center, memorial hall income, and fee for transport. Other income expectations were significantly met. On the other hand, there were also favorable variances on certain expenses. These were due to a concerted effort to control and minimize expenditures. Significant variances in the enterprise fund are in the bulk water sales, water and sewer service billing, and recoveries and rebates. Revenue realized from bulk sale was 15% below the budget due to consumption whereas revenue from water and sewer service billing was short by 2% due to decreased consumption as well. No recoveries or rebates were received during the year. These negative variances were partially offset by a 35% increase in system development fees for water and sewer, a 23% increase in water/sewer penalties, and a 26% increase in Roanoke County utility taxes. 9 General Fund Budgetary Highlights (Continued) The numbers of accounts with significant favorable variances in the enterprise fund are more than the unfavorable ones. Water purchased for resale was below the budget by 18% due to the corresponding decrease in the bulk water sale. Expenditures which can be held off without affecting services and operations cause positive variances on contractual services (36%), and materials and supplies (26%). Wastewater treatment cost was 12% favorably below the budget because the projection was based on higher treatment cost which turned out to be relatively the same as last year. The favorable variance in the salaries and wage category in water was offset by the unfavorable salaries and wage category in sewer due to different actual cost allocation for expenditures than the budget. The favorable variance of 14% in electrical services is primarily due to rebate of previous rate increase during the year. Pump houses and pumps had to be repaired thus overshooting the budget. Some necessary repairs had to be done in the wastewater system maintenance thus exceeding the allocation by 7%. Capital Asset and Debt Administration Capital assets –The Town’s investment in capital assets for its governmental and business-type activities as of June 30, 2012, amounts to $20,854,884 (net of accumulated depreciation). This investment in capital assets includes land, buildings and systems, improvements, infrastructure, machinery, and equipment. The total decrease in the Town’s investment in capital assets for the current fiscal year was 5.62% (a 6.24% decrease for governmental activities and a 5.05% decrease for business-type activities). Additional information on the Town’s capital assets can be found in Note 5 of this report. The Town’s Capital Assets (Net of Depreciation) Governmental Business-Type Activities Activities Total 2012 2011 2012 2011 2012 2011 Land $1,706,089 $1,706,089 $80,752 $80,752 $1,786,841 $1,786,841 Buildings and systems 6,105,727 6,392,462 7,645,020 8,072,486 13,750,747 14,464,948 Infrastructure 1,624,966 1,717,120 - - 1,624,966 1,717,120 Improvements other than buildings - - 2,787,908 2,918,026 2,787,908 2,918,026 Machinery and equipment 418,128 701,026 248,925 288,813 667,053 989,839 Construction in progress 87,042 87,042 150,327 132,919 237,369 219,961 Total $9,941,952 $10,603,739 $10,912,932 $11,492,996 $20,854,884 $22,096,735 10 Capital Asset and Debt Administration (Continued) Long-term debt –At the end of the current fiscal year, the Town had total debt outstanding of $10,935,222. Of this amount, $7,125,222 comprises debt backed by the full faith and credit of the government, $3,810,000 is related to revenue bond obligations. The Town’s Outstanding Debt General Obligation and Capital Leases Governmental Business-Type Activities Activities Total 2012 2011 2012 2011 2012 2011 General obligation bonds $2,700,000 $2,845,000 $3,950,222 $4,258,808 $6,650,222 $7,103,808 Revenue bonds 1,360,000 1,435,000 2,450,000 2,555,000 3,810,000 3,990,000 Other obligations 475,000 - - - 475,000 - Capital leases - 47,595 - - - 47,595 $4,535,000 $4,327,595 $6,400,222 $6,813,808 $10,935,222 $11,141,403 The Town’s total debt decreased by $206,181,or 1.85%,during the fiscal year. This decrease is largely due to the principal payments on general obligation and revenue bonds amounting to $453,586, or 66.6% and $180,000,or 26.4% respectively. The payment of $47,595, or 7.0%on capital lease also lowered the total debt. Additional information on the Town’s long-term debt can be found in Note 6 of this report. Economic Factors and Next Year’s Budgets and Rates During the current year, the Town took measures to mitigate the impact of the economic downturn. Departments were also asked to delay small capital expenditures and to monitor operating expenditures for the remainder of the fiscal year. The unemployment rate for Roanoke County (no statistics are available for the Town individually) as of June 30, 2012 is 5.7%, which is the same as last year’s rate of 5.7%. This compares favorably to the state’s average unemployment rate as of June 30, 2012 of 5.7% percent and to the national average rate of 8.2%. The occupancy rate of the Town’s central business district has remained at 90% for the past five years. Inflationary trends in the region compare favorably to national indices. During the current fiscal year, the unreserved fund balance in the general fund increased by $929,360. The general fund remains strong with an increase in ending fund balance of $2,664,761. It is intended that this available fund balance will be used for future needs of the Town. Requests for Information This financial report is designed to provide a general overview of the Town’s finances for all those with an interest in the government’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Finance Department/Treasurer’s Office, Town of Vinton, 311 S. Pollard Street, Vinton, Virginia 24179. THIS PAGE INTENTIONALLY BLANK 11 BASIC FINANCIAL STATEMENTS EXHIBIT 1 Governmental Business-type (For Comparison Only) Activities Activities 2012 2011 ASSETS Cash and cash equivalents (Note 2)3,242,020$ 76,528$ 3,318,548$ 2,612,643$ Receivables, net (Note 3)243,952 512,979 756,931 880,787 352,706 - 352,706 387,406 Inventories - 48,340 48,340 32,094 Prepaids 62,746 10,730 73,476 80,047 Bond issue costs, net 87,974 66,447 154,421 165,395 17,068 316,341 333,409 352,218 Capital assets: (Note 5) Nondepreciable 1,793,131 231,079 2,024,210 2,006,802 Depreciable, net 8,148,821 10,681,853 18,830,674 20,089,933 Total assets 13,948,418 11,944,297 25,892,715 26,607,325 LIABILITIES Accounts payable and accrued liabilities 337,896 154,929 492,825 471,835 Accrued payroll and related liabilities 112,104 15,779 127,883 168,605 Accrued interest payable 63,713 87,291 151,004 160,435 Unearned revenue (Note 3)549,557 - 549,557 639,121 Long-term liabilities: (Note 6) Due within one year 378,749 442,348 821,097 784,184 Due in more than one year 4,613,897 6,065,787 10,679,684 10,873,990 Total liabilities 6,055,916 6,766,134 12,822,050 13,098,170 NET ASSETS 5,919,643 4,838,640 10,758,283 11,336,454 Restricted for: Flower fund - - - 20,053 Unrestricted 1,972,859 339,523 2,312,382 2,152,648 Total net assets 7,892,502$ 5,178,163$ 13,070,665$ 13,509,155$ Invested in capital assets, net of related debt Due from other governmental units (Note 4) Totals TOWN OF VINTON, VIRGINIA STATEMENT OF NET ASSETS June 30, 2012 Cash and cash equivalents, restricted (Note 2) The Notes to Financial Statements are an integral part of this statement. 12 EXHIBIT 2 Charges for Operating Grants and Capital Grants and Governmental Business- type (For Comparison Only) Functions/Programs Expenses Services Contributions Contributions Activities Activities 2012 2011 Governmental activities 948,803$ 102,646$ -$ 1,155$ (845,002)$ (845,002)$ (817,732)$ Public safety 3,214,622 91,196 252,356 65,040 (2,806,030) (2,806,030) (2,936,475) Public works 2,062,430 110,460 1,029,642 - (922,328) (922,328) (1,117,566) Parks, recreation, and cultural 553,866 333,372 - 350 (220,144) (220,144) (236,329) Community development 1,034,510 4,865 - - (1,029,645) (1,029,645) (300,373) Interest on long-term debt 183,672 - - - (183,672) (183,672) (194,159) Total governmental activities 7,997,903 642,539 1,281,998 66,545 (6,006,821) (6,006,821) (5,602,634) Business-type activities Water and sewer 3,044,342 2,753,851 - - - (290,491)$ (290,491) (330,808) Total business-type activities 3,044,342 2,753,851 - - - (290,491) (290,491) (330,808) Total 11,042,245$ 3,396,390 1,281,998 66,545 (6,006,821) (290,491) (6,297,312) (5,933,442) General revenues Property taxes (Note 10)510,558 - 510,558 429,409 Sales tax 1,247,566 - 1,247,566 1,171,590 Meals tax 909,814 - 909,814 864,448 Utilities tax 782,487 - 782,487 801,264 Business license tax 460,638 - 460,638 454,636 Cigarette tax 296,309 - 296,309 306,799 Other local taxes 402,103 - 402,103 427,517 Unrestricted intergovernmental revenue 773,617 - 773,617 748,815 Unrestricted investment earnings 3,020 414 3,434 3,078 Restricted investment earnings - 91 91 427 Other 184,846 287,359 472,205 356,581 Transfers (Note 15)500,000 (500,000) - - Total general revenues 6,070,958 (212,136) 5,858,822 5,564,564 Change in net assets 64,137 (502,627) (438,490) (368,878) NET ASSETS AT JULY 1 7,828,365 5,680,790 13,509,155 13,878,033 NET ASSETS AT JUNE 30 7,892,502$ 5,178,163$ 13,070,665$ 13,509,155$ General government administration Totals TOWN OF VINTON, VIRGINIA STATEMENT OF ACTIVITIES Year Ended June 30, 2012 Program Revenues Net (Expense) Revenue and Changes in Net Assets The Notes to Financial Statements are an integral part of this statement. 13 EXHIBIT 3 (For Comparison Only) 2012 2011 ASSETS Cash and cash equivalents 3,242,020$ 2,302,531$ Receivables, net 243,952 314,130 Due from other governmental units 352,706 387,406 Prepaids 62,746 66,341 Cash and cash equivalents, restricted 17,068 22,140 Total assets 3,918,492$ 3,092,548$ LIABILITIES Accounts payable and accrued liabilities 337,896$ 358,058$ Accrued payroll and related liabilities 112,104 160,363 Deferred revenue (Note 3)803,731 838,726 Total liabilities 1,253,731 1,357,147 FUND BALANCES Nonspendable 62,746 66,341 Restricted 17,068 372,271 Assigned - 100,000 Unassigned 2,584,947 1,196,789 Total fund balances 2,664,761 1,735,401 Total liabilities and fund balances 3,918,492$ 3,092,548$ General Fund TOWN OF VINTON, VIRGINIA BALANCE SHEET GOVERNMENTAL FUND June 30, 2012 The Notes to Financial Statements are an integral part of this statement. 14 EXHIBIT 4 (For Comparison Only) 2012 2011 Total Fund Balances – Governmental Fund 2,664,761$ 1,735,401$ are different because: Capital assets used in governmental activities are not financial resources, and, therefore, are not reported in the funds. Governmental capital assets 17,476,530$ Less: accumulated depreciation (7,534,578) 9,941,952 10,603,739 Bond issuance costs and premiums are reported as expenditures or Issuance costs on debt issuances total $132,858 and accumulated amortization is $(44,884).87,974 Bond premiums total $(70,855) and accumulated amortization is $20,572.(50,283) 37,691 40,792 Other long-term assets are not available to pay for current-period expenditures and, therefore, are deferred in the funds.254,174 199,605 Long-term liabilities are not due and payable in the current period and, therefore, are not reported in the funds. General obligation bonds (2,700,000) Revenue bonds (1,360,000) (475,000) Accrued interest payable (63,713) Compensated absences (368,074) Other postemployment benefits (39,289) (5,006,076) (4,751,172) Total Net Assets – Governmental Activities 7,892,502$ 7,828,365$ Obligation payable - Roanoke County revenues in the governmental funds, but are amortized over the life of the debt obligation in the statement of net assets: General Fund TOWN OF VINTON, VIRGINIA RECONCILIATION OF THE GOVERNMENTAL FUND BALANCE SHEET TO THE STATEMENT OF NET ASSETS June 30, 2012 Amounts reported for governmental activities in the statement of net assets The Notes to Financial Statements are an integral part of this statement. 15 EXHIBIT 5 (For Comparison Only) 2012 2011 REVENUES General property taxes 447,877$ 431,418$ Other local taxes 4,082,076 4,035,740 Permits, privilege fees, and regulatory licenses 9,273 10,242 Fines and forfeitures 75,989 102,566 Revenues from use of money and property 105,666 118,560 Charges for services 333,832 355,606 Other 18,522 16,860 Gain sharing 564,417 527,420 Recovered costs 180,390 170,511 Non-categorical aid 400,789 407,876 Categorical aid 1,157,690 1,197,925 Total revenues 7,376,521 7,374,724 EXPENDITURES Current: General government administration 618,951 628,386 Public safety 2,948,155 3,250,590 Public works 1,834,120 1,990,381 Parks, recreation, and cultural 518,579 551,240 Community development 544,245 333,617 Capital projects 160,752 114,309 Debt service: Principal retirement 267,595 260,501 Interest and fiscal charges 185,715 195,608 Total expenditures 7,078,112 7,324,632 Excess of revenues over expenditures 298,409 50,092 OTHER FINANCING SOURCES Proceeds from sale of capital assets 130,951 2,124 Transfers in 500,000 - Total other financing sources 630,951 2,124 Net change in fund balances 929,360 52,216 FUND BALANCES AT JULY 1 1,735,401 1,683,185 FUND BALANCES AT JUNE 30 2,664,761$ 1,735,401$ General Fund TOWN OF VINTON, VIRGINIA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES GOVERNMENTAL FUND Year Ended June 30, 2012 The Notes to Financial Statements are an integral part of this statement. 16 EXHIBIT 6 (For Comparison Only) 2012 2011 Net change in fund balances governmental fund 929,360$ 52,216$ 5,143 4,549 (661,787) (700,938) 54,568 1,701 (210,505) 257,401 (52,642) 70,192 Change in net assets of governmental activities 64,137$ (314,879)$ TOWN OF VINTON, VIRGINIA RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES OF THE GOVERNMENTAL FUND TO THE STATEMENT OF ACTIVITIES Year Ended June 30, 2012 General Fund Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. The issuance of long-term debt provides current financial resources to governmental funds, while the repayment of the principal of long-term debt consumes the current financial resources of governmental funds.Neither transaction has any effect on net assets.Also,governmental funds report issuance costs,premiums,discounts,and similar items when debt is issued,whereas these amounts are deferred and amortized in the statement of activities.This amount is the net effect of those differences. Some items 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 an increase in compensated absenses of $(37,453)and an increase in other postemployment benefits of $(15,189). The net effect of the change in accrued interest expense is not reflected in the fund statements. Governmental funds report capital outlays as expenditures; however,in the statement of activities,the cost of those assets are allocated over their estimated useful lives as depreciation expense.This is the amount by which depreciation $(753,502) exceeded capital outlays $91,715 in the current period. Amounts reported for governmental activities in the statement of activities are different because: The Notes to Financial Statements are an integral part of this statement. 17 EXHIBIT 7 Variance with Final Budget Positive Original Final Actual (Negative) REVENUES General property taxes 500,179$ 500,179$ 447,877$ (52,302)$ Other local taxes 4,071,957 4,071,957 4,082,076 10,119 Permits, privilege fees, and 11,150 11,150 9,273 (1,877) regulatory licenses Fines and forfeitures 112,000 112,000 75,989 (36,011) Revenues from use of money 96,250 96,250 105,666 9,416 and property Charges for services 366,500 366,500 333,832 (32,668) Other 4,000 4,000 18,522 14,522 Gain sharing 582,420 582,420 564,417 (18,003) Recovered costs 151,750 158,446 180,390 21,944 Non-categorical aid 397,939 397,939 400,789 2,850 Categorical aid 1,086,307 1,134,203 1,157,690 23,487 Total revenues 7,380,452 7,435,044 7,376,521 (58,523) EXPENDITURES Current: General government administration 630,970 630,970 618,951 12,019 Public safety 3,161,535 3,173,090 2,948,155 224,935 Public works 1,932,733 1,972,168 1,834,120 138,048 Parks, recreation, and cultural 557,397 557,397 518,579 38,818 Community development 456,248 573,748 544,245 29,503 Capital projects 195,210 201,412 160,752 40,660 Debt service: Principal retirement 267,595 267,595 267,595 - Interest and fiscal charges 186,764 186,764 185,715 1,049 Total expenditures 7,388,452 7,563,144 7,078,112 485,032 OTHER FINANCING SOURCES Proceeds from sale of capital assets 8,000 8,000 130,951 122,951 Transfers in - - 500,000 500,000 Total other financing sources 8,000 8,000 630,951 622,951 Net change in fund balance -$ (120,100)$ 929,360$ 1,049,460$ Budgeted Amounts TOWN OF VINTON, VIRGINIA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE – BUDGET AND ACTUAL – GENERAL FUND Year Ended June 30, 2012 The Notes to Financial Statements are an integral part of this statement. 18 EXHIBIT 8 (For Comparison Only) 2012 2011 ASSETS Current assets: Cash and cash equivalents 76,528$ 310,112$ Receivables, net 512,979 566,657 Inventories 48,340 31,589 Prepaids 10,730 14,211 Cash and cash equivalents, restricted 316,341 330,078 Total current assets 964,918 1,252,647 Noncurrent assets: Bond issue costs, net 66,447 70,777 Capital assets: Nondepreciable 231,079 213,671 Depreciable, net 10,681,853 11,279,325 Total noncurrent assets 10,979,379 11,563,773 Total assets 11,944,297 12,816,420 LIABILITIES Current liabilities: Accounts payable and accrued liabilities 154,929 113,777 Accrued payroll and related liabilities 15,779 8,242 Accrued interest payable 87,291 91,579 Current portion of noncurrent liabilities 442,348 430,936 Total current liabilities 700,347 644,534 Noncurrent liabilities: Due in more than one year 6,065,787 6,491,096 Total noncurrent liabilities 6,065,787 6,491,096 Total liabilities 6,766,134 7,135,630 NET ASSETS Invested in capital assets, net of related debt 4,838,640 5,019,517 Unrestricted 339,523 661,273 Total net assets 5,178,163$ 5,680,790$ Water and Sewer Business-type Activities – Enterprise Fund TOWN OF VINTON, VIRGINIA STATEMENT OF NET ASSETS PROPRIETARY FUND June 30, 2012 The Notes to Financial Statements are an integral part of this statement. 19 EXHIBIT 9 (For Comparison Only) 2012 2011 OPERATING REVENUES Water service charges and fees 1,241,260$ 1,206,891$ Sewer service charges and fees 1,460,204 1,418,951 Water/sewer penalties 52,387 46,314 Other revenue 287,359 275,208 Total operating revenues 3,041,210 2,947,364 OPERATING EXPENSES Salaries 759,718 777,762 Fringe benefits 280,630 276,825 Contractual services 62,851 43,802 Maintenance 120,322 32,173 Rent, utilities, and insurance 256,395 279,090 Materials and supplies 94,960 112,787 Equipment repairs and rentals 85,090 21,144 Sewage treatment 294,961 334,336 Purchase of water 115,135 116,645 Other 117,621 146,202 Depreciation 619,337 632,179 Amortization 4,330 4,330 Total operating expenses 2,811,350 2,777,275 Operating income 229,860 170,089 NON-OPERATING REVENUE (EXPENSE) Interest income 505 1,601 Interest expense (232,992) (225,689) Net non-operating expense (232,487) (224,088) Loss before transfers (2,627) (53,999) TRANSFERS OUT (500,000) - Change in net assets (502,627) (53,999) NET ASSETS AT JULY 1 5,680,790 5,734,789 NET ASSETS AT JUNE 30 5,178,163$ 5,680,790$ TOWN OF VINTON, VIRGINIA Business-type Activities – Enterprise Fund Water and Sewer STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS PROPRIETARY FUND Year Ended June 30, 2012 The Notes to Financial Statements are an integral part of this statement. 20 EXHIBIT 10 (For Comparison Only) 2012 2011 OPERATING ACTIVITIES Receipts from customers 2,807,529$ 2,605,379$ Receipts from other sources 287,359 275,208 Payments to suppliers (1,119,453) (1,070,631) Payments to employees (1,029,454) (1,093,039) Net cash provided by operating activities 945,981 716,917 NONCAPITAL FINANCING ACTIVITIES Transfers to other funds (500,000) - CAPITAL AND RELATED FINANCING ACTIVITIES Purchases of capital assets (39,273) (231,808) Principal paid on long-term liabilities (413,586) (399,218) Interest paid (240,948) (233,484) Net cash used in capital and related financing activities (693,807) (864,510) INVESTING ACTIVITIES Interest received on investments 505 1,601 Net decrease in cash and cash equivalents (247,321) (145,992) CASH AND CASH EQUIVALENTS Beginning at July 1 640,190 786,182 Ending at June 30 392,869$ 640,190$ RECONCILIATION TO EXHIBIT 8 Cash and cash equivalents 76,528$ 310,112$ Cash and cash equivalents, restricted 316,341 330,078 392,869$ 640,190$ Reconciliation of operating income to net cash provided by operating activities Operating income 229,860$ 170,089$ Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation and amortization 623,667 636,509 Change in certain assets and liabilities: (Increase) decrease in: Receivables, net 53,678 (66,777) Inventories (16,751) 4,439 Prepaids 3,481 1,575 (Decrease) increase in: Accounts Payable and accrued liabilities 41,152 9,534 Accrued payroll and relaed liabilities 7,537 (36,000) Compensaed absences 1,509 (3,447) OPEB 1,848 995 Net cash provided by operating activities 945,981$ 716,917$ Business-type Activities – Enterprise Fund Water and Sewer TOWN OF VINTON, VIRGINIA STATEMENT OF CASH FLOWS PROPRIETARY FUND Year Ended June 30, 2012 The Notes to Financial Statements are an integral part of this statement. 21 (Continued)22 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 1.Summary of Significant Accounting Policies A.The Financial Reporting Entity The Town of Vinton was established in 1884. It is a political subdivision of the Commonwealth of Virginia operating under the Council-Manager form of government. The Town Council consists of a mayor and four other council members. The Town is part of Roanoke County and has taxing powers subject to state-wide restrictions and tax limits. Vinton provides a full range of municipal services including police, refuse collection, recycling, public improvements, planning and zoning, general administrative services, fire, first aid, recreation, and water and sewer services. Fire and first-aid services are supplemented by volunteer departments. Jointly Governed Organizations Roanoke Valley Resource Authority: The Town of Vinton, Roanoke County, and the City of Roanoke jointly participate in the Roanoke Valley Resource Authority, which operates a regional solid waste disposal system that includes a sanitary landfill, waste collection, and transfer station. The Authority is governed by a board composed of seven members appointed by the governing bodies of participating jurisdictions. Town Council appoints one member. The Town has control over the budget and financing of the Authority only to the extent of representation by the board member appointed. The participating localities are each responsible for their pro-rata share, based on population, of any year-end operating deficit. For the year ended June 30, 2012, the Town remitted $176,243 to the Authority for services. A separate financial statement can be obtained from the Roanoke Valley Resource Authority, 110 Hollins Road, NE, Roanoke, Virginia 24012. Roanoke Valley Regional Pound Facility: The Counties of Roanoke and Botetourt, the City of Roanoke, the Town of Vinton, and the Roanoke Valley Society for the Prevention of Cruelty to Animals, Inc. formed the Advisory Board of the Roanoke Valley Regional Pound Facility to construct and operate a regional pound facility. The Board is composed of nine members. Each locality’s financial obligation is based on the number of animals caged per day at the facility. The Town’s proportionate share totaled $39,350 for the year ended June 30, 2012. Separate financial statements are not available. (Continued)23 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 1.Summary of Significant Accounting Policies (Continued) A.The Financial Reporting Entity (Continued) Joint Venture Regional Fire Training Facility: The Town participates in an intergovernmental agreement with the County of Roanoke and the Cities of Roanoke and Salem for the operation of a regional fire training facility. The Roanoke Valley Regional Fire Training Academy Board is responsible for overseeing the management, operation, and administration of the Academy. Each participating jurisdiction maintains a leasehold interest in the project and shares costs of operation and maintenance equal to the jurisdiction’s payment percentage as defined in the agreement. The Town’s participating interest is 4%. The Town’s share of the operating cost was approximately $3,545 in the current year. Separate financial statements are not available. B.Individual Component Unit Disclosures As required by generally accepted accounting principles, these financial statements present the Town as the primary government. A component unit is an entity for which the primary government is considered to be financially accountable. There are no component units within this reporting entity. C.Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net assets and the statement of changes in net assets) report information on all of the activities of the Town. For the most part, the effect of interfund activity has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include (1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and (2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for the governmental fund and proprietary fund. (Continued)24 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 1.Summary of Significant Accounting Policies (Continued) D.Measurement Focus, Basis of Accounting, and Financial Statement Presentation The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned, and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the Town considers revenue as available if it is collected within 45 days of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Property taxes, franchise taxes, licenses, and interest associated with the current fiscal period are all considered to be susceptible to accrual and have been recognized as revenues of the current fiscal period. All other revenue items are considered to be measurable and available only when cash is received by the Town. The Town reports the following major governmental fund: The general fund is the Town’s primary operating fund. It accounts for all financial resources of the Town, except those required to be accounted for in another fund. The Town reports the following major proprietary fund: The enterprise fund accounts for the financing of services to the general public where all or most of the operating expenses involved are intended to be recovered in the form of user charges, or where management has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for management control, accountability, or other purposes. The enterprise fund consists of the activities relating to water and sewer services. Private-sector standards of accounting and financial reporting issued prior to December 1,1989, generally are followed in both the government-wide and proprietary fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. Governments also have the option of following subsequent private- sector guidance for their enterprise funds, subject to this same limitation. The Town has elected not to follow subsequent private-sector guidance. (Continued)25 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 1.Summary of Significant Accounting Policies (Continued) D.Measurement Focus, Basis of Accounting, and Financial Statement Presentation (Continued) Amounts reported as program revenues include (1) charges to customers or applicants for goods, services, or privileges provided, (2) operating grants and contributions, and (3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from non-operating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund’s principal ongoing operations. The principal operating revenues of the water and sewer enterprise fund are charges to customers for sales and services. Operating expenses for enterprise funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as non-operating revenues and expenses. E.Budgets and Budgetary Accounting The following procedures are used in establishing the budgetary data reflected in the financial statements: 1) Prior to June 30, the Town Manager submits to Council a proposed operating and capital budget for the fiscal year commencing the following July 1. This budget includes proposed expenditures and the means of financing them. 2)Public hearings are conducted to obtain citizen comments. 3) Prior to June 30, the budgets for the general and enterprise funds are legally enacted through passage of an appropriations ordinance. Town Council may, from time to time, amend the budget providing for additional expenditures and the means for financing them. Town Council approved additional general fund appropriations of approximately $174,692 during the fiscal year ended June 30, primarily for capital projects deferred from the prior year and additional operating expenditures. 4)The appropriations ordinance places legal restrictions on expenditures at the department or function level. Management can over-expend at the line item level without approval of Town Council. The appropriation for each department or function can be revised only by Town Council. The Town Manager is authorized to transfer budget amounts within departments. All budget data presented in Exhibit 7 is at the legal level of budgetary control. (Continued)26 TOWN OF VINTON,VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 1.Summary of Significant Accounting Policies (Continued) E.Budgets and Budgetary Accounting (Continued) 5)Formal budgetary integration is employed as a management control device during the year for the general and enterprise funds. 6)Budgets are adopted on a basis consistent with generally accepted accounting principles (GAAP). 7)Appropriations lapse on June 30. 8)All budget data presented in the accompanying financial statements are revised as of June 30. F.Cash and Cash Equivalents Cash and cash equivalents are defined as short-term, highly liquid investments (including restricted assets) with an original maturity of three months or less when purchased. G.Allowance for Uncollectible Accounts The Town calculates its allowance for uncollectible accounts using historical collection data and specific account analysis. H.Inventories Inventories are valued at the lower of cost (first-in, first-out) or market method. I.Capital Assets Capital assets, which include property, plant, and equipment, and infrastructure assets acquired subsequent to July 1, 2001, are reported in the applicable governmental or business-type activities columns in the government-wide financial statements. Capital assets are defined by the Town as assets with an initial, individual cost of more than $5,000 and an estimated useful life in excess of one year. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market value at the date of donation. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend assets lives are not capitalized. (Continued)27 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 1.Summary of Significant Accounting Policies (Continued) I.Capital Assets (Continued) Capital assets are depreciated using the straight-line method over the following estimated useful lives: Buildings and improvements 10-40 years Machinery and equipment 3-10 years Utility plant 20-40 years Public domain infrastructure 25-40 years Sewage treatment contract 30 years J.Capitalization of Interest The Town capitalizes net interest costs on funds borrowed to finance the construction of proprietary capital assets. Interest is not capitalized on the construction of assets used in governmental activities. There was $5,778 of interest capitalized for the year ended June 30, 2012. K.Compensated Absences The Town has policies which allow for the accumulation and vesting of limited amounts of vacation and sick leave until termination or retirement. Amounts of such absences are accrued when incurred in the government-wide and proprietary fund financial statements. A liability for these amounts is reported in governmental funds only when the leave is due and payable. L.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 effective interest 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. (Continued)28 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 1.Summary of Significant Accounting Policies (Continued) M.Fund Balances Fund balance is divided into five classifications based primarily on the extent to which the Town is bound to observe constraints imposed upon the use of the resources in the governmental funds. The classifications are as follows: Nonspendable –Amounts that cannot be spent because they are not in spendable form, or legally or contractually required to be maintained intact. The “not in spendable form” criterion includes items that are not expected to be converted to cash. Restricted –Amounts constrained to specific purposes by their providers (such as grantors, bondholders, and higher levels of government), through constitutional provisions, or by enabling legislation. Committed –Amounts constrained to specific purposes by the Town, using its highest level of decision making authority; to be reported as committed, amounts cannot be used for any other purposes unless the same highest level of action is taken to remove or change the constraint. Assigned –Amounts the Town intends to use for a specified purpose; intent can be expressed by the governing body. Unassigned –Amounts that are available for any purpose; positive amounts are reported only in the general fund. Council establishes fund balance commitments by passage of an ordinance or resolution. This is typically done through adoption and amendment of the budget. Assigned fund balance is established by Council through adoption or amendment of the budget as intended for specific purpose (such as the purchase of capital assets, construction, debt service, or for other purposes). The Town applies restricted resources first when expenditures are incurred for purposes for which either restricted or unrestricted (committed, assigned, and unassigned) amounts are available. Similarly, within unrestricted fund balance, committed amounts are reduced first followed by assigned, and then unassigned amounts when expenditures are incurred for purposes for which amounts in any of the unrestricted fund balance classifications could be used. Minimum Fund Balance Policy The Town does not have a minimum fund balance policy or target for the General Fund. N.Estimates Management uses estimates and assumptions in preparing its financial statements. Those estimates and assumptions affect the reported amounts of assets and liabilities, the disclosure of contingent liabilities, and reported revenues and expenses. Actual results could differ from those estimates. (Continued)29 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 1.Summary of Significant Accounting Policies (Continued) O.Comparative Information The basic financial statements include certain prior year summarized comparative information in total but not at the level of detail required for a presentation in conformity with generally accepted accounting principles. Accordingly, such information should be read in conjunction with the government’s financial statements for the prior year from which the summarized information was derived. P.Reclassifications Certain amounts in the prior-year comparison information have been reclassified for comparative purposes to conform with the presentation in the current-year financial statements. Note 2.Deposits and Investments Deposits Deposits with banks are covered by the Federal Deposit Insurance Corporation (FDIC) and collateralized in accordance with the Virginia Security for Public Deposits Act (the “Act”) Section 2.2-4400 et. seq. of the Code of Virginia. Under the Act, banks and savings institutions holding public deposits in excess of the amount insured by the FDIC must pledge collateral to the Commonwealth of Virginia Treasury Board. Financial Institutions may choose between two collateralization methodologies and depending upon that choice, will pledge collateral that ranges in the amounts from 50% to 130% of excess deposits. Accordingly, all deposits are considered fully collateralized. Investments Investment Policy: Statutes authorize the Town to invest in obligations of the United States or agencies thereof, obligations of the Commonwealth of Virginia or political subdivisions thereof, obligations of the International Bank for Reconstruction and Development (World Bank), the Asian Development Bank, the African Development Bank, “prime quality” commercial paper and certain corporate notes, and bankers’ acceptances, repurchase agreements, and the State Treasurer’s Local Government Investment Pool (LGIP). Pursuant to Section 2.1-234.7 Code of Virginia, the Treasury Board of the Commonwealth sponsors the LGIP and has delegated certain functions to the State Treasurer. The LGIP reports to the Treasury Board at their regulatory scheduled monthly meetings and the fair value of the position in LGIP is the same as the value of the pool shares (i.e., the LGIP maintains a stable net asset value of $1 per share). The investment policy (the “Policy”) specifies that no investment may have a maturity greater than one year from the date of purchase. (Continued)30 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 2.Deposits and Investments (Continued) Investments (Continued) Credit Risk: As required by state statute, the Policy requires that commercial paper have a short-term debt rating of no less than “A-1” (or its equivalent) from at least two of the following: Moody’s Investors Service, Standard & Poor’s, and Fitch Investors Service, provided that the issuing corporation has a net worth of at least $50 million and its long-term debt is rated “A” or better by Moody’s and Standard & Poor’s. Bankers’ acceptances and Certificates of Deposit maturing in less than one year must have a short-term debt rating of at least “A-1” by Standard & Poor’s and “P-1” by Moody’s Investors Service. As of June 30, 100% of the portfolio was invested in “AAAm” rated securities. All credit ratings presented in this paragraph are Standard & Poor’s short-term issue credit ratings. Although the intent of the Policy is for the Town to diversify its investment portfolio to avoid incurring unreasonable risks regarding (i) security type, (ii) individual financial institution or issuing entity, and (iii) maturity, the Policy places no limit on the amount the Town may invest in any one issuer. Interest Rate Risk: As of June 30, the fair value and weighted average maturity investments were as follows: Investment Type Fair Value Credit Rating Weighted Average Maturity* Virginia LGIP $603,569 AAAm 34.77 Money Market Funds –Wells Fargo (Heritage)316,351 AAAm 7.91 Total investments $919,920 Portfolio weighted average maturity 42.68 * Weighted average maturity in days. (Continued)31 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 2.Deposits and Investments (Continued) Investments (Continued) Custodial Credit Risk: The Policy requires that all investment securities shall be held in safekeeping by a third-party and evidenced by safekeeping receipts. As required by the Code of Virginia, all security holdings with maturities over 30 days may not be held in safekeeping with the “counterparty” to the investment transaction. As of June 30, all of the Town’s investments are held in a bank’s trust department in the Town’s name. Fair Value Investments $919,920 Deposits 2,727,636 Total deposits and investments $3,647,556 Reconciliation of deposits and investments to Exhibit 1: Cash and cash equivalents, excluding $4,401 cash on hand $3,314,147 Cash and cash equivalents, restricted 333,409 Total deposits and investments $3,647,556 Restricted cash and cash equivalents consists of $316,341 of unused bond proceeds and $17,068 of ATF and State seized funds that can only be used for specific purposes. (Continued)32 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 3.Receivables Receivables consist of the following: Governmental Business-type Activities Activities Total Receivables Taxes $349,635 $- $349,635 Accounts 11,790 584,479 596,269 Gross receivables 361,425 584,479 945,904 Less allowance for uncollectibles 117,473 71,500 188,973 Receivables, net $243,952 $512,979 $756,931 Governmental funds report deferred revenue in connection with receivables for revenues that are not considered to be available to liquidate liabilities of the current period. Governmental funds also defer revenue recognition in connection with resources that have been received but not yet earned. At the end of the current fiscal year, the various components of deferred revenue and unearned revenue reported in the governmental funds were as follows: Unavailable Unearned Total Included in receivables: Delinquent property taxes receivable $79,587 $5,407 $84,994 Vehicle license fee 33,346 - 33,346 Sales tax 109,673 - 109,673 Communication taxes 30,413 - 30,413 Intergovernmental 1,155 - 1,155 254,174 5,407 259,581 Included in cash: Subsequent years’ tax collections - 534,539 534,539 Deposits on facility use - 9,611 9,611 - 544,150 544,150 Total deferred/unearned revenue for governmental funds $254,174 $549,557 $803,731 (Continued)33 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 4.Due from Other Governmental Units A summary of funds due from other governmental units was as follows: Commonwealth of Virginia Communication taxes $59,245 Miscellaneous non-categorical aid 4,153 63,398 County of Roanoke Local sales taxes 216,314 Vinton Business Center 1,155 Refuse Credit 55,000 Transport fees 12,054 Court fines 4,785 289,308 $352,706 Note 5.Capital Assets Capital asset activity for the year was as follows: Beginning Ending Governmental Activities Balance Increases Decreases Balance Capital assets, not depreciated Land $1,706,089 $ - $ - $1,706,089 Construction in progress 87,042 - - 87,042 Total capital assets, not depreciated 1,793,131 - - 1,793,131 Capital assets, depreciated Buildings and improvements 9,325,453 - - 9,325,453 Machinery and equipment 3,869,621 91,715 36,064 3,925,272 Infrastructure 2,432,674 - - 2,432,674 Total capital assets, depreciated 15,627,748 91,715 36,064 15,683,399 Less accumulated depreciation for: Buildings and improvements 2,932,991 286,735 - 3,219,726 Machinery and equipment 3,168,595 374,613 36,064 3,507,144 Infrastructure 715,554 92,154 - 807,708 Total accumulated depreciation 6,817,140 753,502 36,064 7,534,578 Total capital assets, depreciated, net 8,810,608 (661,787)- 8,148,821 Governmental activities capital assets, net $10,603,739 $(661,787)$ - $9,941,952 (Continued)34 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 5.Capital Assets (Continued) Beginning Ending Business-type activities Balance Increases Decreases Balance Capital assets, not depreciated Land $80,752 $ - $ - $80,752 Construction in progress 132,919 17,408 - 150,327 Total capital assets, not depreciated 213,671 17,408 - 231,079 Capital assets, depreciated Utility plant 17,731,037 21,865 - 17,752,902 Sewage treatment contract 3,816,857 - - 3,816,857 Machinery and equipment 1,105,406 - - 1,105,406 _______________Total capital assets, depreciated 22,653,300 21,865 - 22,675,165 Less accumulated depreciation for: Utility plant 9,658,551 449,331 - 10,107,882 Sewage treatment contract 898,831 130,118 - 1,028,949 Machinery and equipment 816,593 39,888 - 856,481 Total accumulated depreciation 11,373,975 619,337 - 11,993,312 Total capital assets, depreciated, net 11,279,325 (597,472)- 10,681,853 Business-type activities capital assets, net $11,492,996 $ (580,064) $ - $10,912,932 Depreciation expense was charged to functions/programs of the primary government as follows: Governmental activities General government $308,103 Public safety 191,671 Public works 227,218 Parks, recreation, and cultural 26,510 $753,502 Business-type activities Water and sewer $619,337 Construction Commitments The Town has no active construction projects as of June 30, 2012. The Town does have partially completed construction in progress, but there are no outstanding construction commitments related to these items. The construction in progress for governmental activities is related to design and study costs that the Town has done for future projects. The amounts in construction in progress in the water and sewer fund are engineering costs associated with the Glade-Tinker Creek Wastewater Interceptor Placement –Phase II Project. As disclosed in Note 17, the Town awarded the contract for this project on July 17, 2012 and plans to finance this project with a $500,000 loan through VML/VACo. (Continued)35 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 5.Capital Assets (Continued) Sewage Treatment Contract Through its participation in an agreement with four other localities for the expansion of the regional sewage treatment plant and interceptors, the Town has contractual rights to predetermined capacity in both the plant and interceptors through 2034. The Town is required to contribute $66,000 annually to a capital reserve fund for ongoing maintenance of the system. Note 6.Long-Term Liabilities The following is a summary of changes in long-term liabilities for the year: Governmental Beginning Ending Due Within Activities Balance Additions Reductions Balance One Year General obligation bonds $ 2,845,000 $ - $145,000 $2,700,000 $155,000 Revenue bonds 1,435,000 - 75,000 1,360,000 75,000 Obligation payable – Roanoke County - 625,000 150,000 475,000 50,000 Bond premiums 53,826 - 3,543 50,283 3,543 Capital leases 47,595 - 47,595 - - Compensated absences 330,621 103,928 66,475 368,074 95,206 Other postemployment benefits 24,100 59,963 44,774 39,289 - $4,736,142 $788,891 $532,387 $4,992,646 $378,749 Business-type Activities General obligation bonds $4,258,808 $- $308,586 $3,950,222 $318,248 Revenue bonds 2,555,000 - 105,000 2,450,000 110,000 Bond Premiums 60,526 - 3,668 56,858 3,668 Compensated absences 45,346 9,104 7,595 46,855 10,432 Other postemployment benefits 2,352 7,293 5,445 4,200 - $6,922,032 $16,397 $430,294 $6,508,135 $442,348 The general fund has been used to liquidate the liability for compensated absences, net pension obligation, and net other postemployment benefits. (Continued)36 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 6.Long-Term Liabilities (Continued) The annual requirements to amortize long-term debt and related interest are as follows: Governmental Activities Business-type Activities General Obligation Bonds Revenue Bonds Obligations Payable Roanoke County General Obligation Bonds Revenue Bonds Fiscal Year Principal Interest Principal Interest Principal Interest Principal Interest Principal Interest 2013 $155,000 $114,672 $75,000 $60,064 $50,000 $ - $318,248 $124,172 $110,000 $111,125 2014 160,000 108,260 75,000 57,078 50,000 - 278,787 112,209 115,000 106,625 2015 165,000 101,873 80,000 54,002 50,000 - 237,382 103,649 120,000 101,925 2016 170,000 95,272 85,000 50,953 50,000 - 244,924 96,106 120,000 97,125 2017 175,000 88,372 85,000 47,260 55,000 - 252,708 88,324 125,000 92,538 2018-2022 1,005,000 321,678 495,000 177,234 220,000 - 1,390,225 315,931 720,000 376,075 2023-2027 870,000 90,006 465,000 57,286 - - 1,227,948 88,674 925,000 174,375 2028-2030 - - - - - - - - 215,000 5,375 $2,700,000 $ 920,133 $1,360,000 $503,877 $475,000 $ - $3,950,222 $929,065 $2,450,000 $1,065,163 Details of long-term indebtedness are as follows: Interest Rates Date Issued Final Maturity Date Amount of Original Issue Governmental Activities Business- type Activities General Obligation Bonds: Virginia Resources Authority Taxable: G.O. Water and Sewer Bonds 3.00%01/17/97 12/01/13 $1,120,000 $ - $144,006 Virginia Revolving Loan Fund: G.O. Water and Sewer Bonds 3.30%07/24/03 07/01/24 1,250,704 - 890,143 G.O. Water and Sewer Bonds 3.10%10/01/04 10/01/26 2,479,000 - 1,977,479 G.O. Water and Sewer Bonds 3.10%01/12/06 03/01/26 1,210,000 - 938,594 Virginia Association of Counties: G.O. Public Improvement Bonds 2.50-4.38%12/15/04 08/21/24 2,500,000 1,810,000 - G.O. Public Improvement Bonds 3.75-5.25%02/08/07 02/01/27 1,045,000 890,000 - 2,700,000 3,950,222 Plus bond premium, net of amortization 33,027 - $2,733,027 $3,950,222 Revenue Bonds: Virginia Resources Authority: Infrastructure Revenue Bonds 2.38-4.48%11/04/04 10/01/24 $1,015,000 $740,000 $ - Infrastructure Revenue Bonds 3.64-4.96%06/01/06 10/01/26 755,000 620,000 - Virginia Association of Counties: Revenue Water and Sewer Bonds 3.50-5.00%12/19/07 08/01/27 2,750,000 - 2,450,000 1,360,000 2,450,000 Plus bond premium, net of amortization 17,256 56,858 $1,377,256 $2,506,858 Obligations Payable: Roanoke County 0.00%07/01/11 07/01/20 $625,000 $475,000 $ - (Continued)37 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 7.Defined Benefit Pension Plan Plan Description The Town of Vinton contributes to the Virginia Retirement System (VRS), an agent and cost-sharing multiple-employer defined benefit pension plan administered by the Virginia Retirement System (the “System”). All full-time, salaried permanent (professional) employees of participating employers are automatically covered by VRS upon employment. Benefits vest after five years of service credit. Members earn one month of service credit for each month they are employed and their employer is paying into the VRS. Members are eligible to purchase prior public service, active duty military service, certain periods of leave and previously refunded VRS service as credit in their plan. VRS administers two defined benefit plans for local government employees –Plan 1 and Plan 2: Members hired before July 1, 2010 and who have service credits before July 1, 2010 are covered under Plan 1. Non-hazardous duty members are eligible for an unreduced retirement benefit beginning at age 65 with at least five years of service credit or age 50 with at least 30 years of service credit. They may retire with a reduced benefit as early as age 55 with at least five years of service credit or age 50 with at least 10 years of service credit. Members hired or rehired on or after July 1, 2010 and who have no service credits before July 1, 2010 are covered under Plan 2. Non-hazardous duty members are eligible for an unreduced benefit beginning at their normal Social Security retirement age with at least five years of service credit or when the sum of their age and service equals 90. They may retire with a reduced benefit as early as age 60 with at least five years of service credit. Eligible hazardous duty members in Plan 1 and Plan 2 are eligible for an unreduced benefit beginning at age 60 with at least 5 years of service credit or age 50 with at least 25 years of service credit. These members include sheriffs, deputy sheriffs and hazardous duty employees of political subdivisions that have elected to provide enhanced coverage for hazardous duty service. They may retire with a reduced benefit as early as age 50 with at least five years of service credit. All other provisions of the member’s plan apply. The VRS Basic Benefit is a lifetime monthly benefit based on a retirement multiplier as a percentage of the member’s average final compensation multiplied by the member’s total service credit. Under Plan 1, average final compensation is the average of the member’s 36 consecutive months of highest compensation. Under Plan 2, average final compensation is the average of the member’s 60 consecutive months of highest compensation. The retirement multiplier for non-hazardous duty members is 1.70%. The retirement multiplier for sheriffs and regional jail superintendents is 1.85%. The retirement multiplier for eligible political subdivision hazardous duty employees other than sheriffs and jail superintendents is 1.70% or 1.85% as elected by the employer. At retirement, members can elect the Basic Benefit, the Survivor Option, a Partial Lump-Sum Option Payment (PLOP) or the Advance Pension Option. A retirement reduction factor is applied to the Basic Benefit amount for members electing the Survivor Option, PLOP or Advance Pension Option or those retiring with a reduced benefit. (Continued)38 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 7.Defined Benefit Pension Plan Plan Description (Continued) Retirees are eligible for an annual cost-of-living adjustment (COLA) effective July 1 of the second calendar year of retirement. Under Plan 1, the COLA cannot exceed 5.00%; under Plan 2, the COLA cannot exceed 6.00%. During years of no inflation or deflation, the COLA is -0-%. The VRS also provides death and disability benefits. Title 51.1 of the Code of Virginia (1950), as amended, assigns the authority to establish and amend benefit provisions to the General Assembly of Virginia. The system issues a publicly available comprehensive annual financial report (CAFR)that includes financial statements and required supplementary information for the plans administered by VRS. A copy of the report may be obtained from the VRS Web site at http://www.varetire.org/Pdf/Publications/2011-annual-report.pdf or by writing to the System’s Chief Financial Officer at P.O. Box 2500, Richmond, VA, 23218-2500. Funding Policy Plan members are required by Title 51.1 of the Code of Virginia (1950), as amended, to contribute 5.00% of their compensation toward their retirement. All or part of the 5.00% member contribution may be assumed by the employer. In addition, the Town is required to contribute the remaining amounts necessary to fund its participation in the VRS using the actuarial basis specified by the Code of Virginia and approved by the VRS Board of Trustees. The Town’s contribution rate for the fiscal year ended June 30, 2012 was 13.48% of the annual covered payroll, which includes the employee contribution of 5% that the Town has elected to cover on the employee’s behalf. Annual Pension Cost For the fiscal year ended June 30, 2012, the Town’s annual pension cost of $419,249 for VRS was equal to the required and actual contributions. Three-Year Trend Information Annual Pension Percentage of Cost APC Net Pension Fiscal Year Ending (APC)Contributed Obligation June 30, 2012 $419,249 100 % $ - June 30, 2011 $ 452,742 100 % $ - June 30, 2010 $ 477,750 100 % $ - (Continued)39 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 7.Defined Benefit Pension Plan (Continued) The fiscal year 2012 required contribution was determined as part of the June 30,2009 actuarial valuation using the entry age actuarial cost method. The actuarial assumptions at June 30, 2009 included (a) an investment rate of return (net of administrative expenses) of 7.50%, (b) projected salary increases ranging from 3.75% to 5.60% per year for general government employees and 3.50% to 4.75% per year for employees eligible for enhanced benefits available to law enforcement officers, firefighters, and sheriffs, and (c) a cost-of-living adjustment of 2.50% per year. Both the investment rate of return and the projected salary increases also included an inflation component of 2.50%. The actuarial value of the Town’s assets is equal to the modified market value of assets. This method uses techniques that smooth the effects of short-term volatility in the market value of assets over a five-year period. The Town’s unfunded actuarial accrued liability is being amortized as a level percentage of projected payroll on an open basis. The remaining amortization period at June 30, 2009 for the Unfunded Actuarial Accrued Liability (UAAL) was 20 years. Funded Status and Funding Progress As of June 30, 2011, the most recent actuarial valuation date, the plan was 85.35% funded. The actuarial accrued liability for benefits was $14,800,513, and the actuarial value of assets was $12,632,410, resulting in an unfunded actuarial accrued liability (UAAL) of $2,168,103. The covered payroll (annual payroll of active employees covered by the plan) was $3,310,821, and the ratio of the UAAL to the covered payroll was 65.49%. The schedule of funding progress, presented as required supplementary information (RSI) following the notes to the financial statements, presents multi-year trend information about whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liability (AAL) for benefits. Note 8.Other Postemployment Benefits Plan Description The Town provides postemployment medical and dental benefits to its eligible retirees and their dependents who elect to stay in the plans. At retirement, retirees under the age of 65 may participate in one of the Town’s health and dental plans and may continue coverage under these plans until age 65 or becoming eligible for Medicare, whichever comes first. The Town contributes $200 per month towards this coverage with the retiree paying the remainder of the premium. Medicare-eligible retirees may participate in the Medicare supplement only and pay 100% of the Medicare supplement premium. The retirees receive an implicit benefit from participating in the Town’s health and dental plans through lower insurance rates created by the blending of the retirees with active employees rates. The Town Council may change, add, or delete benefits (including contributions required of retired employees) as deemed appropriate. Participants are eligible for the plan at age 55 if they have completed 25 years of service. Retiring employees must have been active employees when they retire. The plan does not provide audited financial statements. (Continued)40 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 8.Other Postemployment Benefits (Continued) Funding Policy The Town currently funds postemployment benefits on a pay-as-you-go basis. The Town does not intend to establish a trust to pre-fund this liability. Annual OPEB Cost and Net OPEB Obligation For the year ended June 30, 2012, the Town’s annual OPEB cost (expense) of $67,080 was equal to its Annual Required Contribution (ARC). The ARC represents a level of funding that, if paid on an ongoing basis, is projected to cover normal costs each year and amortize any unfunded actuarial liabilities (or funding excess) over a period not to exceed 30 years. For the year ended 2012, the Town’s pay-as-you-go funding totaled $50,219 and resulted in a Net OPEB obligation of $43,489. The pay-as-you-go funding includes the Town’s contribution towards retiree health care premiums of $7,200, and an implicit subsidy of the retiree health care premiums created through the blending of active employee and retiree insurance rates. Annual required contribution $67,080 Interest on net OPEB obligation 1,058 Adjustment to annual required contribution (882) Annual OPEB cost 67,256 Less funding (50,219) Increase in net OPEB obligation 17,037 Net OPEB obligation-beginning of year 26,452 Net OPEB obligation-end of year $43,489 The Town’s annual OPEB cost, the percentage of annual OPEB cost contributed to the plan, and the net OPEB obligation for 2012, 2011,and 2010 are as follows: Fiscal Year Ended OPEB Obligation Percentage of Annual OPEB Cost Contributed Net OPEB Obligation June 30, 2012 $67,256 74.7%$43,489 June 30, 2011 56,002 80.0%$26,452 June 30, 2010 55,400 72.5%$15,250 (Continued)41 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 8.Other Postemployment Benefits (Continued) Funded Status and Funding Progress As of January 1, 2012, the Town’s most recent actuarial valuation date, the unfunded actuarial accrued liability (UAAL) for benefits was $279,700, all of which was unfunded. The covered payroll (annual payroll of active employees covered by the plan) was $3,109,500, and the ratio of the UAAL to the covered payroll was 9.00%. Methods and Assumptions Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, mortality, and healthcare cost trends. Amounts determined regarding the funded status of the plan and the annual required contributions of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. Projections of benefits for financial reporting purposes are based on the substantive plan and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the employer and plan members to that point. The actuarial methods and assumptions used include techniques that are designed to reduce the effects of short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long-term perspective of the calculations. The projection of benefits for financial reporting purposes does not explicitly incorporate the potential effects of legal or contractual funding limitations on the pattern of cost sharing between the employer and plan members in the future. In the January 1, 2012 actuarial valuation, the projected unit credit cost method was used to determine the liabilities. Under this method, the post-retirement health costs are assumed to be earned ratably from the date of hire to the participant’s full eligibility age. The actuarial assumptions used a 4.00% discount rate and an initial annual healthcare cost trend of 7.20%reduced by decrements each year to arrive at an ultimate healthcare cost trend rate of 4.80%. The unfunded accrued liability is being amortized over 30 years. The remaining amortization period at June 30, 2012 is 30 years. The schedule of funding progress, presented as Required Supplementary Information following the notes to the financial statements, presents multi-year trend information about whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liability for benefits. (Continued)42 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 9.Service Contracts Sewage Treatment The Town is party to an agreement, dated November 1, 2003, with the Western Virginia Water Authority for the Authority to provide the transportation and treatment of waste at a specified rate to be adjusted annually on July 1, based on the actual operating and maintenance costs for the previous year. The 30-year agreement provides for a surcharge in the event waste content or volume exceeds certain limits or the cost is less than the amount paid by users. Water Purchases/Sales Effective, June 1, 2005, the Town agreed to purchase water from the Western Virginia Water Authority at a bulk rate which is determined by a mutually agreed-upon formula. The water is designated for an industrial user who pays the Town a rate agreed upon by the user and the Town. This is a 30-year agreement and will expire in 2035. Note 10.Property Taxes The major sources of property taxes are real estate and personal property taxes. The assessments are the responsibility of the County of Roanoke, while billing and collection functions are the Town’s responsibilities. Property taxes are levied annually in April on assessed values as of January 1. Personal property transactions during the year are taxed on a prorated basis. Real estate tax is payable in two equal installments on or before June 5 and December 5, and personal property tax is due on or before May 31, or within 30 days subsequent to assessment. Personal property taxes do not create a lien on property. The annual assessment for real estate is based on 100% of the assessed fair market value. A penalty of 10% of the unpaid tax is due for late payment. Interest is accrued at 10% for the initial year of delinquency, and thereafter at the maximum annual rate authorized by the Internal Revenue Code Section 6621(b). The effective tax rates per $100 of assessed value for the year ended June 30 were as follows: Real estate $.03 Personal property $1.00 Machinery and tools $1.00 Note 11.Leases The Town leases a portion of a building to the Virginia State Department of Health for $1,602 per month on a month to month basis until terminated by either party. (Continued)43 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 12.Risk Management The Town is insured for workers’ compensation, general liability, health, and other risks. The risk management programs are as follows: Workers’ Compensation Workers’ compensation insurance is provided through the Virginia Municipal League. During 2011-2012, total premiums paid were approximately $73,000. Benefits are those afforded through Commonwealth of Virginia as outlined in the Code of Virginia Section 65.2-100; premiums are based upon covered payroll, job rates, and claims experience. General Liability The Town provides general liability and other insurance through policies with Virginia Municipal Self-Insurance Association. During 2011-2012, total premiums paid were approximately $158,000. General liability and business automobile have a $1,000,000 limit per occurrence. Boiler and machinery coverage and property insurance are covered per statement of values. The Town maintains an additional $4,000,000 umbrella policy over all forms of liability insurance. Police professional liability and public officials’ liability insurance with a $1,000,000 limit are covered through a policy with the Commonwealth of Virginia. There were no significant reductions in insurance coverages from the prior year and no settlements that exceeded the amount of insurance coverage during the last three fiscal years. Healthcare The Town provides healthcare coverage for employees through a policy with Anthem Blue Cross Blue Shield. The Town contributes the required premium amount for single coverage for each employee. Dependents of employees are also covered by the policy provided they pay the additional premium to the Town. During 2011-2012, total premiums paid were approximately $514,000. Note 13.Commitments and Contingencies Special Purpose Grants Special purpose grants are subject to audit to determine compliance with their requirements. Town management believes that required refunds, if any, will be immaterial. (Continued)44 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 13.Commitments and Contingencies (Continued) Landfill Closure and Post-Closure Costs As discussed in Note 1, the Town participates in the Roanoke Valley Resource Authority. The Authority currently has responsibility for closure and post-closure care related to the new Smith Gap landfill, the transfer station, and an old landfill site. Closure and post-closure care requirements are mandated under the United States Environmental Protection Agency (EPA) rule, Solid Waste Disposal Facility Criteria, and are subject to periodic revisions by the EPA. The current estimate of remaining closure and post-closure care costs, assuming full utilization of the sites, is approximately $13.9 million. The participating localities have contributed their pro-rata shares to fund the closure and post-closure care costs. Gain Sharing Agreement –Vinton Business Center On March 2, 1999, the Town and Roanoke County reached an agreement to provide for the sharing of certain local tax revenues and sharing of the costs of certain public services. That agreement states that the Town and County may negotiate an agreement to fund jointly the costs of development of the Vinton Business Center and to share equally in the local tax revenues generated by this project. During 2007, the County paid the Town one-half of the costs of development. As part of the agreement, the Town agreed to convey a one-half undivided interest in the remaining real estate of the project. The agreement states that the Town and County plan on making additional improvements to this project and will share in the costs of that and annual maintenance equally. The Town and County must jointly agree before any future improvements are made to the property or before portions of the property are sold. No major improvements were commenced during the current year. Roanoke County/Vinton Branch Library On September 6, 2011, the Town and Roanoke County reached an agreement to purchase property for a Roanoke County/Vinton Branch Library to be built by Roanoke County. The property cost $1.25 million, and the Town is responsible for half of that amount,or $625,000. Roanoke County is responsible for the remainder of the costs. The Town made an additional $100,000 good faith deposit in fiscal year 2012 with the remaining costs for the project to be spread out over the next 10 years. The Town will pay $50,000 each year for year’s one through five, and $55,000 per year in years six through ten. Roanoke County will own the property and add it to its capital assets. The $100,000 good faith deposit and $50,000 current year contribution is included in community development expenditures on the fund statement. Note 14.Major Customer/Taxpayer During fiscal year 2012, approximately 8.00% of the Town’s business-type revenues were generated by one industrial customer. (Continued)45 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 15.Interfund Activity The primary purpose of the $500,000 transfer from the water and sewer fund to the general fund was to cover obligations expended in the general fund on behalf of the water and sewer fund. Note 16.Fund Balances Fund balance is classified as nonspendable, restricted, committed, assigned and/or unassigned based primarily on the extent to which the Town is bound to observe constraints imposed upon the use of the resources in the general fund. The constraints placed on the general fund balance are presented below: General Fund Nonspendable: Prepaids $62,746 Total nonspendable 62,746 Restricted for: Public safety 17,068 Total restricted 17,068 Unassigned 2,584,947 Total fund balance $2,664,761 Note 17.Subsequent Event On July 1, 2012,Town Council agreed to proceed with a loan application with VML/VACo for $500,000 to help fund the Glade-Tinker Creek Wastewater Interceptor Placement-Phase 2 Project. The interest rate is variable and adjusted quarterly. The Town awarded a contract for construction of the project in the amount of $645,000 on July 17, 2012. The Town executed a Government Obligation Contract with First Capital Equipment Leasing Corp. in the amount of $313,814.50 for seven police vehicles and two administrative vehicles for the Police Department on September 18, 2012. The term of the lease is six years. Note 18.New Accounting Standards The Governmental Accounting Standards Board (GASB) has issued the following statements which are not yet effective. GASB Statement No. 60, Accounting and Financial Reporting for Service Concession Arrangements, was issued to address service concession arrangements, which are a type of public-private or public-public partnership. The statement defines a service concession arrangement in which (1) the transferor conveys to an operator the right and related obligation to provide services through the use of infrastructure or another public asset in exchange for significant consideration and (2) the operator collects and is compensated by fees from third parties. The requirements of this statement establish recognition, measurement, and disclosure requirements for these types of arrangements. This statement will be effective for the year ending June 30, 2013. 46 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2012 Note 18.New Accounting Standards (Continued) GASB Statement No. 63,Financial Reporting of Deferred Outflows of Resources, Deferred Inflow of Resources, and Net Position,is intended to improve financial reporting by standardizing the presentation of deferred outflows of resources and deferred inflows of resources and their effects on a government’s net position. It alleviates uncertainty about reporting those financial statement elements by providing guidance where none previously existed.This statement will be effective for the year ending June 30, 2013. GASB Statement No. 65, Items Previously Reported as Assets and Liabilities, establishes standards for reclassification of certain item as deferred outflows and inflows of resources that were previously reported as assets and liabilities. The standard limits the items that should be reported as deferred outflows and inflows of resources to items specifically identified in authoritative pronouncements. Additionally, the standard requires that debt issuance costs be recognized as an expense in the period incurred except any portion related to prepaid insurance costs. Prospective application is required. The statement will be effective for the year ending June 30, 2014. GASB Statement No. 66, Technical Corrections –2012 – an amendment of GASB Statements No. 10 and No. 62, was issued to resolve conflicting guidance that resulted from the issuance of two pronouncements. The statement amends GASB Statement No. 10 by removing the provision that limits fund-based reporting of an entity’s risk financing activities to the general fund and the internal service fund type. The fund classification should be determined based on the nature of the activity to be reported. The statement also amends GASB Statement No. 62 by modifying the specific guidance on accounting for (1) operating lease payments that vary from a straight-line basis, (2) the difference between the initial investment (purchase price) and the principal amount of a purchased loan or group of loans, and (3) servicing fees related to mortgage loans that are sold when the stated service fee rate differs significantly from a normal servicing fee rate. The statement will be effective for the year ending June 30, 2014. GASB Statement No. 68,Accounting and Financial Reporting for Pension Plans replaces the requirements of GASB Statements No. 27 and No. 50 as they relate to governments that provide pensions through pension plans administered as trusts or similar arrangements that meet certain criteria. The statement requires governments providing defined benefit pensions to recognize the long-term obligation for pension benefits as a liability for the first time, and to more comprehensively and comparably measure the annual costs of pension benefits. The statement also enhances accountability and transparency through revised and new note disclosures and required supplementary information, including disclosing descriptive information about the types of benefits provided, how contributions to the pension plan are determined, and assumptions and methods used to calculate the pension liability. This statement will be effective for the year ending June 30, 2015. Management has not yet evaluated the effects, if any, of adopting these standards. 47 REQUIRED SUPPLEMENTARY INFORMATION EXHIBIT 11 (a)(b)(b-a)(a/b)(c)((b-a)/c) Unfunded Actuarial UAAL as of Actuarial Actuarial Actuarial Accrued Annual Percentage Valuation Value of Accrued Liability Funded Covered of Covered Date Assets Liability (AAL)(UAAL)Ratio Payroll Payroll June 30, 2011 12,632,410$ 14,800,513$ 2,168,103$ 85.35%3,310,821$ 65.49% June 30, 2010 12,305,195$ 14,175,236$ 1,870,041$ 86.81%3,513,612$ 53.22% June 30, 2009 12,201,884$ 13,108,688$ 906,804$ 93.08%3,601,670$ 25.18% June 30, 2008 12,035,517$ 12,518,772$ 483,255$ 96.14%3,225,456$ 14.98% June 30, 2007 10,981,805$ 11,558,591$ 576,786$ 95.01%3,156,124$ 18.28% June 30, 2006 9,702,178$ 9,524,237$ (177,941)$ 101.87%2,787,681$ (6.38)% June 30, 2005 9,259,266$ 9,590,278$ 331,012$ 96.55%2,519,480$ 13.14% TOWN OF VINTON, VIRGINIA ANALYSIS OF FUNDING PROGRESS FOR DEFINED BENEFIT PENSION PLAN June 30, 2012 48 EXHIBIT 12 (a)(b)(b-a)(a/b)(c)((b-a)/c) Unfunded Actuarial UAAL as of Actuarial Actuarial Actuarial Accrued Annual Percentage Valuation Value of Accrued Liability Funded Covered of Covered Date Assets Liability (AAL)(UAAL)Ratio Payroll Payroll January 1, 2012 -$ 279,700$ 279,700$ 0.00% 3,109,500$ 9.00% January 1, 2009 -$ 479,500$ 479,500$ 0.00% 3,715,300$ 12.91% TOWN OF VINTON, VIRGINIA ANALYSIS OF FUNDING PROGRESS FOR OTHER POSTEMPLOYMENT BENEFITS June 30, 2012 49 THIS PAGE INTENTIONALLY BLANK 50 STATISTICAL SECTION This part of the Town of Vinton Comprehensive Annual Financial Report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the Town’s overall financial health. Contents Table Financial Trends .....................................................................1-4 These tables contain trend information to help the reader understand how the Town’s financial performance and well-being have changed over time. Revenue Capacity ...................................................................5-8 These tables contain information to help the reader assess the factors affecting the Town’s ability to generate its property and sales taxes, as well as customer rates for its water and sewer operations. Debt Capacity .......................................................................9-11 These tables present information to help the reader assess the affordability of the Town’s current levels of outstanding debt and the Town’s ability to issue additional debt in the future. Demographic and Economic Information ........................12-13 These tables offer demographic and economic indicators to help the reader understand the environment within which the Town’s financial activities take place and to help make comparisons over time and with other governments. Operating Information.......................................................14-16 These schedules contain information about the Town’s operations and resources to help the reader understand how the Town’s financial information relates to the services the Town provides and the activities it performs. Sources: Unless otherwise noted, the information in these schedules is derived from the Comprehensive Annual Financial Reports for the relevant year. The Town implemented Statement 34 in 2003; schedules presenting government-wide information include information beginning in that year. TABLE 1 2012 2011 2010 2009 2008 2007 2006 2005 2004 Governmental activities Invested in capital assets, net of related debt 5,919,643$ 6,316,937$ 6,760,474$ 7,365,632$ 7,763,470$ 7,500,994$ 7,237,168$ 6,683,653$ 5,775,255$ Restricted - 20,053 20,000 20,000 20,000 20,000 20,000 20,000 20,000 Unrestricted 1,972,859 1,491,375 1,362,770 1,650,476 2,451,898 3,431,442 3,238,092 3,355,212 3,471,498 Total governmental activities net assets 7,892,502$ 7,828,365$ 8,143,244$ 9,036,108$ 10,235,368$ 10,952,436$ 10,495,260$ 10,058,865$ 9,266,753$ Business-type activities Invested in capital assets, net of related debt 4,838,640$ 5,019,517$ 5,437,639$ 5,342,230$ 5,497,604$ 5,555,583$ 6,072,220$ 6,042,240$ 6,176,039$ Unrestricted 339,523 661,273 297,150 968,176 1,255,035 1,837,429 1,882,467 2,027,777 2,109,040 Total business-type activities net assets 5,178,163$ 5,680,790$ 5,734,789$ 6,310,406$ 6,752,639$ 7,393,012$ 7,954,687$ 8,070,017$ 8,285,079$ Primary government Invested in capital assets, net of related debt 10,758,283$ 11,336,454$ 12,198,113$ 12,707,862$ 13,261,074$ 13,056,577$ 13,309,388$ 12,725,893$ 11,951,294$ Restricted - 20,053 20,000 20,000 20,000 20,000 20,000 20,000 20,000 Unrestricted 2,312,382 2,152,648 1,659,920 2,618,652 3,706,933 5,268,871 5,120,559 5,382,989 5,580,538 Total primary government net assets 13,070,665$ 13,509,155$ 13,878,033$ 15,346,514$ 16,988,007$ 18,345,448$ 18,449,947$ 18,128,882$ 17,551,832$ Note: The Town began to report accrual information when it completed GASB Statement 34 in fiscal year 2003. TOWN OF VINTON, VIRGINIA NET ASSETS BY COMPONENT Last Nine Fiscal Years (accrual basis of accounting) 51 TABLE 2 2012 2011 2010 2009 2008 2007 2006 2005 2004 Expenses Governmental activities General government 948,803$ 934,388$ 1,023,227$ 1,037,073$ 906,072$ 1,842,084$ 758,537$ 758,738$ 687,073$ Public safety 3,214,622 3,397,562 3,446,746 3,593,946 3,407,536 3,454,713 2,973,885 2,678,245 2,693,087 Public works 2,062,430 2,243,111 2,457,832 2,455,754 2,905,249 2,058,379 1,583,537 1,505,832 1,201,386 Parks, recreation, and cultural 553,866 583,569 617,778 610,756 575,895 300,854 456,343 544,242 535,102 Community development 1,034,510 339,983 393,160 339,304 227,303 218,941 206,510 196,075 223,272 Interest on long-term debt 183,672 194,159 203,787 211,189 220,551 188,966 140,534 148,719 5,295 Total governmental activities 7,997,903 7,692,772 8,142,530 8,248,022 8,242,606 8,063,937 6,119,346 5,831,851 5,345,215 Business-type activities Water and sewer 3,044,342 3,002,964 3,238,927 3,189,315 3,148,236 3,035,847 2,380,728 2,174,939 2,197,396 Total business-type activities expense 3,044,342 3,002,964 3,238,927 3,189,315 3,148,236 3,035,847 2,380,728 2,174,939 2,197,396 Total primary government expenses 11,042,245$ 10,695,736$ 11,381,457$ 11,437,337$ 11,390,842$ 11,099,784$ 8,500,074$ 8,006,790$ 7,542,611$ Program Revenues Governmental activities Charges for services Public safety 91,196$ 119,870$ 108,187$ 172,357$ 128,216$ 231,207$ 203,532$ 193,264$ 132,263$ Public works 110,460 110,380 110,175 132,382 114,274 110,220 114,267 113,917 113,966 Other activities 440,883 466,306 489,901 436,835 450,338 370,838 502,979 544,415 586,866 Operating grants and contributions 1,281,998 1,318,394 1,366,971 1,454,813 1,691,163 1,282,244 1,102,340 1,121,561 1,122,314 Capital grants and contributions 66,545 75,188 8,034 2,146 91,590 1,337,016 123,240 737,716 - Total governmental activities program revenues 1,991,082 2,090,138 2,083,268 2,198,533 2,475,581 3,331,525 2,046,358 2,710,873 1,955,409 Business-type activities Charges for services Water and sewer 2,753,851 2,672,156 2,439,634 2,289,754 2,255,505 2,274,224 2,143,032 1,873,821 1,807,775 Capital grants and contributions - - - 303,556 - 48,540 - - - Total business-type activities program revenues 2,753,851 2,672,156 2,439,634 2,593,310 2,255,505 2,322,764 2,143,032 1,873,821 1,807,775 Total primary government program revenues 4,744,933$ 4,762,294$ 4,522,902$ 4,791,843$ 4,731,086$ 5,654,289$ 4,189,390$ 4,584,694$ 3,763,184$ Net (expense) revenue Governmental activities (6,006,821)$ (5,602,634)$ (6,059,262)$ (6,049,489)$ (5,767,025)$ (4,732,412)$ (4,072,988)$ (3,120,978)$ (3,389,806)$ Business-type activities (290,491) (330,808) (799,293) (596,005) (892,731) (713,083) (237,696) (301,118) (389,621) Total primary government net expense (6,297,312)$ (5,933,442)$ (6,858,555)$ (6,645,494)$ (6,659,756)$ (5,445,495)$ (4,310,684)$ (3,422,096)$ (3,779,427)$ (Continued) (accrual basis of accounting) TOWN OF VINTON, VIRGINIA CHANGE IN NET ASSETS BY COMPONENT Last Nine Fiscal Years 52 TABLE 2 2012 2011 2010 2009 2008 2007 2006 2005 2004 (accrual basis of accounting) TOWN OF VINTON, VIRGINIA CHANGE IN NET ASSETS BY COMPONENT Last Nine Fiscal Years General Revenues and Other Changes in Net Assets Governmental activities: Taxes Property taxes 510,558$ 429,409$ 419,401$ 434,176$ 467,806$ 411,866$ 397,200$ 397,424$ 400,896$ Sales tax 1,247,566 1,171,590 1,113,322 1,132,519 1,132,083 1,148,136 1,065,843 1,177,089 1,156,165 Business license tax 460,638 454,636 456,536 437,797 452,672 413,400 403,818 192,344 183,824 Meals tax 909,814 864,448 842,384 861,286 860,961 806,916 715,267 584,998 539,348 Other taxes 698,412 734,316 755,808 386,703 338,292 397,014 423,145 410,121 380,078 Utilities tax 782,487 801,264 803,044 795,268 804,812 790,308 719,289 734,279 558,704 Intergovernmental revenue not restricted 773,617 748,815 664,975 631,320 679,009 755,599 437,496 334,649 308,307 Investment earnings not restricted 3,020 1,904 3,187 28,917 112,672 210,193 147,368 80,837 36,694 Restricted investment earnings - - - 187 11,087 145,554 113,317 37,903 - Gain on disposal of property - - - - - - 51,366 - 48,103 Other 184,846 81,373 29,275 16,038 77,077 48,702 27,774 45,384 29,969 Transfers 500,000 - 78,466 126,018 113,486 61,900 7,500 - - Total governmental activities 6,070,958 5,287,755 5,166,398 4,850,229 5,049,957 5,189,588 4,509,383 3,995,028 3,642,088 Business-type activities: Investment earnings not restricted 414 1,174 1,824 16,719 67,772 110,024 76,855 42,669 21,425 Restricted investment earnings 91 427 1,727 26,873 47,234 - - - - Other 287,359 275,208 298,591 236,198 250,838 103,284 53,011 52,300 49,040 Transfers (500,000) - (78,466) (126,018) (113,486) (61,900) (7,500) - - Total business-type activities (212,136) 276,809 223,676 153,772 252,358 151,408 122,366 94,969 70,465 Total primary government 5,858,822$ 5,564,564$ 5,390,074$ 5,004,001$ 5,302,315$ 5,340,996$ 4,631,749$ 4,089,997$ 3,712,553$ Changes in Net Assets Governmental activities 64,137$ (314,879)$ (892,864)$ (1,199,260)$ (717,068)$ 457,176$ 436,395$ 874,050$ 252,282$ Business-type activities (502,627) (53,999) (575,617) (442,233) (640,373) (561,675) (115,330) (206,149) (319,156) Total primary government (438,490)$ (368,878)$ (1,468,481)$ (1,641,493)$ (1,357,441)$ (104,499)$ 321,065$ 667,901$ (66,874)$ Note: Water and sewer charges for service is the Town's most significant source of own-source revenue. 53 TABLE 3 2010 2009 2008 2007 2006 2005 2004 2003 Pre-GASB 54 implementation: General Fund Reserved 361,090$ 272,645$ 314,902$ 2,835,003$ 4,625,979$ 3,999,505$ 513,023$ 950,814$ Unreserved 1,322,095 1,698,851 2,439,625 1,747,348 2,927,980 3,011,346 3,101,323 3,133,089 Total general fund 1,683,185$1,971,496$ 2,754,527$ 4,582,351$ 7,553,959$ 7,010,851$ 3,614,346$4,083,903$ 2012 2011 Post-GASB 54 implementation: General Fund Nonspendable 62,746$ 66,341$ Restricted 17,068 372,271 Assigned - 100,000 Unassigned 2,584,947 1,196,789 Total general fund 2,664,761$1,735,401$ Note: 2011 was the first year of implementing GASB 54 which revised fund balance classifications. TOWN OF VINTON, VIRGINIA FUND BALANCES - GOVERNMENTAL FUND Last Ten Fiscal Years (modified accrual basis of accounting) 54 TABLE 4 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 Revenues Taxes 4,529,953$ 4,467,158$ 4,345,947$ 4,049,513$ 4,084,586$ 3,914,205$ 3,726,456$ 3,488,354$3,199,342$ 2,897,003$ Permits, privilege fees, and regulatory licenses 9,273 10,242 12,116 11,321 14,035 10,852 10,029 9,006 9,160 7,446 Fines and forfeitures 75,989 102,566 94,548 116,463 102,720 103,816 93,022 76,294 92,799 96,001 Revenue from use of money and property 105,666 118,560 156,533 201,341 298,369 527,343 436,303 301,240 228,260 254,994 Charges for services 333,832 355,606 328,116 319,293 270,521 190,513 323,882 358,378 518,493 290,325 Other 18,522 16,860 3,562 4,638 4,718 10,740 5,175 954 6,302 13,009 Intergovernmental 2,303,286 2,303,732 2,170,790 2,230,602 2,590,575 3,491,179 1,903,599 2,463,622 1,602,944 1,478,524 Total revenues 7,376,521 7,374,724 7,111,612 6,933,171 7,365,524 8,248,648 6,498,466 6,697,848 5,657,300 5,037,302 Expenditures General government 618,951 628,386 641,853 652,359 695,916 660,932 629,650 625,170 546,248 587,700 Public safety 2,948,155 3,250,590 3,200,859 3,259,980 3,379,924 3,209,720 2,813,661 2,514,263 2,520,584 2,209,600 Public works 1,834,120 1,990,381 2,164,328 2,219,226 2,357,040 1,779,490 1,479,899 1,438,886 1,440,888 1,434,811 Parks, recreation, and cultural 518,579 551,240 574,215 571,291 511,481 294,221 445,612 535,139 527,157 524,514 Community development 544,245 333,617 365,366 316,267 221,764 217,263 206,379 222,780 223,204 193,601 Capital projects 160,752 114,309 90,570 384,982 1,962,873 5,899,542 907,147 1,339,795 1,057,436 865,791 Debt service: Principal 267,595 260,501 253,500 241,585 208,404 154,021 148,208 46,616 59,126 55,106 Interest 185,715 195,608 205,189 212,090 208,912 202,495 157,905 99,758 5,295 7,264 Debt issuance costs - - - - 1,856 - - - - - Total expenditures 7,078,112 7,324,632 7,495,880 7,857,780 9,548,170 12,417,684 6,788,461 6,822,407 6,379,938 5,878,387 Excess (deficiency) of revenues over expenditures 298,409 50,092 (384,268) (924,609) (2,182,646) (4,169,036) (289,995) (124,559) (722,638) (841,085) Other Financing Sources (Uses) Issuance of debt - - - - 227,500 1,045,000 755,000 3,515,000 - 113,213 Premium on issuance of debt - - - - - 45,554 19,237 6,064 - - Proceeds from sale of capital assets 130,951 2,124 17,491 15,560 13,836 4,825 51,366 - 253,081 - Transfers in 500,000 - 78,466 126,018 113,486 61,900 7,500 - - - Total other financing sources 630,951 2,124 95,957 141,578 354,822 1,157,279 833,103 3,521,064 253,081 113,213 Net change in fund balances 929,360$ 52,216$ (288,311)$ (783,031)$ (1,827,824)$(3,011,757)$543,108$ 3,396,505$(469,557)$ (727,872)$ Debt service as a percentage of noncapital expenditures 6.49%6.33%6.19%6.07%5.53%5.47%5.20%2.67%1.21%1.24% TOWN OF VINTON, VIRGINIA CHANGES IN FUND BALANCES - GOVERNMENTAL FUND Last Ten Fiscal Years (modified accrual basis of accounting) 55 TABLE 5 Public Total Fiscal Real Personal Machinery Service Mobile Assessed Year Estate Property and Tools Corporation Homes Value 2012 465,957,200$ 43,682,200$7,232,260$ 15,347,180$46,800$ 532,265,640$ 2011 469,499,100 43,392,270 7,232,700 15,191,110 47,740 535,362,920 2010 468,470,600 42,803,545 7,303,000 15,632,460 48,190 534,257,795 2009 463,014,500 47,556,110 7,191,835 14,933,569 51,675 532,747,689 2008 447,926,300 42,858,012 7,068,115 13,074,644 56,500 510,983,571 2007 429,817,400 40,691,155 7,665,980 14,387,422 60,775 492,622,732 2006 400,424,300 40,889,135 7,231,595 14,041,122 66,340 462,652,492 2005 377,493,200 39,382,275 7,273,105 14,186,848 78,425 438,413,853 2004 357,892,100 36,322,110 7,179,930 16,543,307 75,595 418,013,042 2003 378,146,535 39,232,928 6,098,125 16,054,317 89,965 439,621,870 Note: Assessed value equals actual value. Property is assessed at full market value and is reassessed every year. TOWN OF VINTON, VIRGINIA ASSESSED VALUE AND ACTUAL VALUE OF TAXABLE PROPERTY Last Ten Fiscal Years 56 TABLE 6 Percentage Percentage of Total Town of Total Town Customer Revenue Rank Revenue Revenue Rank Revenue Precision Fabrics Group, Inc.212,456$ 1 7.54% N/A N/A N/A Aramark 114,591 2 4.07% N/A N/A N/A Cardinal Glass 92,959 3 3.30% N/A N/A N/A The Berkshire 86,497 4 3.07% N/A N/A N/A Blue Ridge Manor Apartments 41,526 5 1.47% N/A N/A N/A Clearview Manor 34,235 6 1.21% N/A N/A N/A RGM Properties 27,354 7 0.97% N/A N/A N/A Roanoke County Schools 27,225 8 0.97% N/A N/A N/A Richard Dickerson/RL Mansard Sq 21,275 9 0.75% N/A N/A N/A American Efficiency 12,579 10 0.45% N/A N/A N/A 670,697$ 1) FY 2012 % was based on total water and sewer revenue of $2,817,994 N/A - Information for 2003 is not available Fiscal Year 2012 Fiscal Year 2003 TOWN OF VINTON, VIRGINIA PRINCIPAL WATER AND SEWER CUSTOMERS Current Year and Nine Years Ago 57 TABLE 7 Fiscal Year Taxes Levied Collections Ended for the Percentage in Subsequent Percentage June 30,Fiscal Year Amount of Levy Years Amount of Levy 2012 637,626$ 600,406$ 94.16%-$ 600,406$ 94.16% 2011 634,445 591,743 93.27%11,257 603,000 95.04% 2010 637,392 607,701 95.34%13,950 621,651 97.53% 2009 609,402 619,539 101.66%16,229 635,768 104.33% 2008 634,952 655,404 103.22%5,946 661,350 104.16% 2007 605,599 609,454 100.64%10,024 619,478 102.29% 2006 593,382 594,866 100.25%5,765 600,631 101.22% 2005 580,586 568,645 97.94%4,765 573,410 98.76% 2004 543,144 562,510 103.57%9,531 572,041 105.32% 2003 555,754 572,992 103.10%7,450 580,442 104.44% Source: Detailed Town property tax records. Note: Total collections to date prior to 2010 includes penalties and interest on late payments. TOWN OF VINTON, VIRGINIA PROPERTY TAX LEVIES AND COLLECTIONS Last Ten Fiscal Years Total Collections to Date Collected within the Fiscal Year of the Levy 58 TABLE 8 Fiscal Year Water Sewer Water Sewer 2012 15.92$ 23.39$ 7.97$ 11.68$ 2011 15.92$ 23.39$ 7.97$ 11.68$ 2010 13.84$ 20.34$ 6.93$ 10.16$ 2009 12.59$ 18.49$ 6.30$ 9.24$ 2008 12.59$ 18.49$ 6.30$ 9.24$ 2007 11.77$ 15.84$ 5.89$ 7.92$ 2006 11.77$ 15.84$ 5.89$ 7.92$ 2005 11.00$ 13.20$ 5.50$ 6.60$ 2004 10.00$ 12.00$ 5.00$ 6.00$ 2003 10.00$ 12.00$ 5.00$ 6.00$ Note: Minimum charge for water and sewer resiential and commerical service is based on standard 5/8" meter 1 Residential Minimum Charges are billed on a bi-monthly basis 2 Commercial Minimum Charges are billed on a monthly basis Residential 1 Commercial 2 First 3,000 Gallons or Less First 1,500 Gallons or Less TOWN OF VINTON, VIRGINIA WATER AND SEWER RATES Last Ten Fiscal Years 59 TABLE 9 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 Debt limit 53,226,564$ 53,536,292$53,425,780$ 53,274,769$ 44,792,630$42,981,740$ 40,042,300$ 37,757,163$ 35,796,770$ 37,823,650$ Total net debt applicable to limit 7,125,222 7,103,808 7,548,025 7,978,160 8,394,491 8,753,625 7,140,228 5,643,925 1,772,906 881,868 Legal debt margin 46,101,342$ 46,432,484$45,877,755$ 45,296,609$ 36,398,139$34,228,115$ 32,902,072$ 32,113,238$ 34,023,864$ 36,941,782$ Total net debt applicable to the limit as a percentage of debt limit 13.39% 13.27% 14.13% 14.98% 18.74% 20.37% 17.83% 14.95%4.95%2.33% Legal Debt Margin Calculation for Fiscal Year 2012 Assessed value 532,265,640$ Debt limit (10% of assessed value)53,226,564$ Less debt applicable to limit: General obligation bonds 7,125,222 Legal debt margin 46,101,342$ TOWN OF VINTON, VIRGINIA LEGAL DEBT MARGIN INFORMATION Last Ten Fiscal Years 60 TABLE 10 Percentage of Actual Value Fiscal General of Taxable Per Capital Revenue Obligations Year Bonded Debt Property Capita Leases Bonds Payable 2012 2,700,000$ 0.51%332 -$ 1,360,000$ 475,000$ 2011 2,845,000 0.53%351 47,595 1,435,000 - 2010 2,990,000 0.56%383 93,096 1,505,000 - 2009 3,130,000 0.59%397 136,595 1,575,000 - 2008 3,265,000 0.64%413 178,180 1,640,000 - 2007 3,360,000 0.68%424 4,084 1,700,000 - 2006 2,410,000 0.52%310 28,105 1,735,000 - 2005 2,500,000 0.57%321 51,313 1,015,000 - 2004 - 0.00%- 97,929 - - 2003 - 0.00%- 157,055 - - Total Percentage of Fiscal General Revenue Primary Personal Per Year Bonded Debt Bonds Government Income Capita 2012 3,950,222$ 2,450,000$ 10,935,222$ 234.06%1,345$ 2011 4,258,808 2,555,000 11,141,403 244.23%1,376 2010 4,558,026 2,655,000 11,801,122 258.69%1,510 2009 4,848,160 2,750,000 12,439,755 272.69%1,579 2008 5,129,491 2,750,000 12,962,671 272.85%1,640 2007 5,393,625 - 10,457,709 242.99%1,320 2006 4,730,228 - 8,903,333 215.67%1,144 2005 3,143,925 - 6,710,238 169.62%862 2004 1,772,906 - 1,870,835 48.66%240 2003 881,868 - 1,038,923 28.31%134 TOWN OF VINTON, VIRGINIA RATIOS OF OUTSTANDING DEBT BY TYPE Last Ten Fiscal Years Governmental Activities – General Bonded Debt Other Governmental Activities Debt Business-type Activities 61 TABLE 11 Less:Net Fiscal Gross Operating Available Year Revenue Expenses Revenue Principal Interest Coverage 2012 3,041,715$ 3,042,495$ (780)$ 413,586$ 232,992$ (0.00) 2011 2,948,965 3,002,964 (53,999) 399,218 225,689 (0.09) 2010 2,741,776 3,219,466 (477,690) 385,135 195,038 (0.82) 2009 2,569,544 3,164,227 (594,683) 281,331 213,792 (1.20) 2008 2,621,349 3,134,236 (512,887) 272,788 222,032 (1.04) 2007 2,536,072 3,035,847 (499,775) 150,660 172,534 (1.55) 2006 2,272,898 2,380,728 (107,830) 123,952 94,285 (0.49) 2005 1,968,790 2,174,939 (206,149) 69,590 42,347 (1.84) 2004 1,878,240 2,197,396 (319,156) 75,091 23,886 (3.22) 2003 N/A N/A N/A N/A N/A N/A N/A - The Town does not have this information available prior to fiscal year 2004. Last Ten Fiscal Years PLEDGED REVENUE COVERAGE TOWN OF VINTON, VIRGINIA Debt Service Notes: Details regarding the Town’s outstanding debt can be found in the Notes to Financial Statements. 62 TABLE 12 Fiscal Total Per Capita Public Year Personal Personal School Unemployment Ended Population (1)Income (2) Income (2) Enrollment (3)Rate (4) 2012 8,130 4,672,000$ 39,866$ 14,454 5.70% 2011 8,098 4,561,791 39,315 14,259 5.70% 2010 7,814 4,561,791 39,315 14,474 6.30% 2009 7,876 4,561,791 39,315 14,650 4.60% 2008 7,905 4,750,916 41,019 14,802 2.80% 2007 7,922 4,303,761 37,324 14,777 2.60% 2006 7,782 4,128,137 35,978 14,728 2.80% 2005 7,782 3,955,970 34,823 14,365 3.10% 2004 7,782 3,844,855 34,296 14,279 2.70% 2003 7,782 3,669,268 32,860 14,127 2.50% Sources: (1) From U.S. Census Bureau link at www.rvarc.org (4) Virginia Employment Commission www.vawc.virginia.gov/analyzer TOWN OF VINTON, VIRGINIA DEMOGRAPHIC STATISTICS Last Ten Fiscal Years (3) Virginia Department of Education - Membership Reporting www.doe.virginia.gov/statistics (2) Personal Income and Per Capita Personal Income from the U.S. Department of Commerce Bureau of Economic Analysis. Latest information available is for 2011 at www.bea.gov/regional/docs/income. 63 TABLE 13 Percentage Percentage of Total Town of Total Town Employer Employees Rank Employment Employees Rank Employment Precision Fabrics Group, Inc.241 1 2.96%427 1 0.01% Kroger 158 2 1.94%123 6 0.08% Berkshire 155 3 1.91%158 3 0.04% Roanoke County School Board 125 4 1.54%171 2 0.03% Town of Vinton 99 5 1.22%115 5 0.06% McDonalds 95 6 1.17%- N/A N/A Lancerlot 49 7 0.60%- N/A N/A Famous Anthony's 41 8 0.50%- N/A N/A Fiscal Year 2012 Fiscal Year 2003 TOWN OF VINTON, VIRGINIA PRINCIPAL EMPLOYERS Current Year and Nine Years Ago Famous Anthony's 41 8 0.50%- N/A N/A Super Dollar 31 9 0.38%- N/A N/A Aramark Uniform Services 15 10 0.18%154 4 0.05% 1,009 12.40%1,148 0.27% Source: Total TOV Employment – Roanoke Valley Regional Commission (Planning) N/A - Not Available 64 TABLE 14 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 Function/Program General government Management services 4 4 4 4 3 4 4 4 4 4 Finance 6 5 5 5 5 5 5 6 5 5 Planning 3 3 3 3 3 3 3 3 3 3 Police Officers 24 25 24 24 24 25 21 23 17 20 Civilians 2 2 10 10 10 7 11 11 12 10 Fire Firefighters and officers 9 9 9 9 9 9 9 9 10 9 Other public works 32 34 33 33 32 34 31 32 31 30 Parks, recreation, and cultural 3 3 3 3 2 2 5 13 12 10 Total 83 85 91 91 88 89 89 101 94 91 TOWN OF VINTON, VIRGINIA FULL-TIME EQUIVALENT TOWN GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAM Last Ten Fiscal Years 65 TABLE 15 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 Function/Program General government Fleet equipment 117 117 117 117 62 62 60 60 72 72 Pieces of equipment maintained 117 117 117 117 62 62 60 60 60 60 Public safety Police Arrests 667 546 531 658 598 504 600 744 517 445 Parking violations 56 82 139 84 62 16 135 156 78 103 Traffic violations 1,734 1,933 2,431 3,088 3,034 3,087 2,743 2,725 1,319 1,522 EMS Emergency responses 2,872 2,319 2,219 2,369 2,397 2,459 1,536 2,095 2,007 2,010 Fire Emergency responses 677 514 476 764 1,038 673 1,900 2,831 2,650 2,706 Public works Refuse collection Refuse collected (tons per day)12.75 12.70 14.00 15.90 18.10 19.00 17.30 17.30 16.80 15.30 Recyclables collected (tons per day)2.00 2.00 1.60 1.60 1.70 1.30 1.80 1.50 N/A N/A Other public works Street resurfacing (miles)1.80 1.80 1.90 3.50 11.10 - - 2.20 N/A N/A Parks, recreation, and cultural Parks and recreation - attendees Vinton Dogwood Festival (4-day)25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 Vinton Bluegrass Festival (4-day)Closed Closed Closed 20,000 20,000 20,000 20,000 20,000 20,000 20,000 4th of July 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 Enchanted Eve (Co-Sponsor Roanoke County)Closed Closed 5,000 5,000 5,000 5,000 5,000 5,000 5,000 - Vinton Fall Festival (Co-Sponsor Chamber of Commerce)6,000 6,000 6,000 6,000 6,000 6,000 6,000 6,000 6,000 6,000 Water Number of customer accounts 5,051 5,044 5,040 5,022 4,985 4,984 4,916 4,793 4,763 4,704 Miles of distribution lines 61 61 61 61 60 60 56 56 56 56 Volume pumped (million gallons per day average)1.23 1.26 1.47 1.04 1.29 1.26 1.30 1.30 1.20 1.30 Sewer Number of customer accounts 4,607 4,610 4,609 4,600 4,571 4,573 4,511 4,460 4,430 4,371 Miles of collection lines 60 60 60 60 59 57 54 54 53 53 Waste/Water treated (million gallons per day)0.99 1.09 1.27 1.04 1.24 1.20 1.20 1.49 1.50 1.57 N/A - Not available. Refuse collected (tons per day) - based on 260 collection days per year. Recyclables collected (tons per day) - based on 130 collection days per year. TOWN OF VINTON, VIRGINIA OPERATING INDICATORS BY FUNCTION/PROGRAM Last Ten Fiscal Years 66 TABLE 16 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 Function/Program Public safety Law enforcement vehicles 26 27 27 29 27 19 20 18 16 11 Fire stations 1 1 1 1 1 1 1 1 1 1 Public works Primary streets (lane miles)21.62 21.62 21.62 21.62 21.62 18.28 18.78 18.78 16.50 16.50 Secondary streets (lane miles)66.32 66.32 66.32 66.32 66.32 68.78 65.96 65.96 64.40 64.40 Streetlights 500 500 500 500 500 500 500 500 500 500 Parks, recreation, and cultural Community centers Vinton Senior Program (No. of Events/Attendance)231/4033 174/3396 1/18 240/4236 180/3600 180/3600 180/3600 180/3600 180/3600 180/3600 Charles R. Hill Center (Rentals)299 218 295 351 205 257 227 227 227 227 Skate Park Closed Closed Closed Closed 2,400 2,400 2,400 2,400 2,400 1,800 Vinton War Memorial 200 202 271 277 151 - - 449 616 480 Parks/athletic fields Gearhart Park (TOV owned-Leased to Rke County)N/A N/A N/A 37/3000 N/A N/A N/A N/A N/A N/A Jaycee Field (Seasonal ballgames)Closed Closed Closed Closed Closed Closed Closed 56 56 56 Greenway (3/4 Mile) Cinder Surface 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 TOWN OF VINTON, VIRGINIA CAPITAL ASSET AND INFRASTRUCTURE STATISTICS BY FUNCTION/PROGRAM Last Ten Fiscal Years Greenway (3/4 Mile) Cinder Surface 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 Lawfit Course (5 Fitness Stations)N/A 1,120 1,120 1,120 1,120 - 1,120 - - - War Memorial Playground 6,000 6,000 6,000 6,000 6,000 5,000 6,000 6,000 4,000 4,000 Vinton Municipal Pool 10,176 12,246 11,270 11,000 11,000 7,100 7,147 6,763 7,531 7,147 Water and sewer Water mains (miles)61 61 61 61 60 60 56 56 56 56 Sanitary sewers (miles)60 60 60 60 59 59 54 54 53 53 Stormwater Storm sewers (miles)12 12 12 12 12 12 11 11 11 11 Signalized Street Intersections Traffic Signals (each)11 11 11 11 11 11 11 11 11 11 67 68 COMPLIANCE SECTION 69 Your Success is Our Focus 319 McClanahan Street, S.W. • P.O. Box 12388 • Roanoke, VA 24025-2388 • 540-345-0936 • Fax: 540-342-6181 • www.BEcpas.com REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS Honorable Members of Town Council Town of Vinton, Virginia We have audited the financial statements of the governmental activities, business-type activities, and each major fund of the Town of Vinton, Virginia, as of and for the year ended June 30, 2012, which collectively comprise the Town of Vinton, Virginia’s basic financial statements and have issued our report thereon dated November 2, 2012. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, and the Specifications for Audits of Counties, Cities, and Towns issued by the Auditor of Public Accounts of the Commonwealth of Virginia. Internal Control over Financial Reporting Management of the Town is responsible for establishing and maintaining effective internal control over financial reporting. In planning and performing our audit, we considered the Town’s internal control over financial reporting as a basis for designing our auditing procedures for the purpose of expressing our opinion on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Town’s internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the Town’s internal control over financial reporting. Our consideration of internal control over financial reporting was for the limited purpose described in the preceding paragraph was not designed to identify all deficiencies in internal control over financial reporting that might be significant deficiencies or material weaknesses and therefore, there can be no assurance that all deficiencies, significant deficiencies, or material weaknesses have been identified. However, as described in the accompanying Schedule of Findings and Responses, we identified a certain deficiency in internal control over financial reporting that we consider to be a material weakness. A deficiency in internal control exists when the design of operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. We consider the deficiency described as 07-1 in the accompanying schedule of findings and responses to be a material weakness in internal control over financial reporting. 70 Compliance and Other Matters As part of obtaining reasonable assurance about whether the Town’s financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. We noted certain other matters that we reported to management of the Town in a separate letter dated November 2, 2012. The Town’s response to the finding identified in our audit is described in the accompanying schedule of findings and responses. We did not audit the Town’s response and, accordingly, we express no opinion on it. This report is intended solely for the information and use of management, state and federal awarding agencies and pass-through entities, and Town Council, and is not intended to be,and should not be,used by anyone other than these specified parties. CERTIFIED PUBLIC ACCOUNTANTS Roanoke, Virginia November 2, 2012 71 TOWN OF VINTON, VIRGINIA SUMMARY OF COMPLIANCE MATTERS June 30, 2012 As more fully described in the Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards, we performed tests of the Town’s compliance with certain provisions of laws, regulations, contracts and grants shown below. STATE COMPLIANCE MATTERS Code of Virginia: Budget and Appropriation Laws Cash and Investment Laws Conflicts of Interest Act Debt Provisions Local Retirement Systems Procurement Laws Uniform Disposition of Unclaimed Property Act State Agency Requirements: Highway Maintenance Funds LOCAL COMPLIANCE MATTERS Town Charter 72 TOWN OF VINTON, VIRGINIA SCHEDULE OF FINDINGS AND RESPONSES Year Ended June 30, 2012 A.FINDINGS –FINANCIAL STATEMENT AUDIT 07-1:Segregation of Duties (Material Weakness) Condition: A fundamental concept of internal controls is the separation of duties. No one employee should have access to both physical assets and the related accounting records, or to all phases of a transaction. A proper segregation of duties has not been established in functions related to payroll, accounts payable, accounts receivable, cash disbursements, and information technology. Recommendation: Steps should be taken to eliminate performance of conflicting duties where possible or to implement effective compensating controls. Management’s Response: Management noted this finding. The Finance Director has segregated duties,to the extent practical, to minimize instances where the same person has complete control of a transaction or conflicting duties. B.FINDINGS –COMMONWEALTH OF VIRGINIA None 73 TOWN OF VINTON, VIRGINIA SUMMARY SCHEDULE OF PRIOR YEAR FINDINGS Year Ended June 30, 2012 A.FINDINGS – FINANCIAL STATEMENT AUDIT None B.FINDINGS AND QUESTIONED COSTS – COMMONWEALTH OF VIRGINIA 11-1:Highway Maintenance Finding Condition: Costs were incurred for the maintenance of an ineligible street. Current Year Status: Finding was not detected for the year ended June 30, 2012. 11-2:Public Works Budget Appropriations Condition: Public works expenditures exceeded budgeted appropriations. Current Year Status: Finding was not detected for the year ended June 30, 2012.