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HomeMy WebLinkAboutFY 2014 - 2015 - Annual Comprehensive Financial Reports (ACFRs)Comprehensive Annual Financial Report For Fiscal Year Ending June 30, 2015 TOWN OF VINTON, VIRGINIA COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED JUNE 30, 2015 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 .............................................................viii Directory of Principal Officials.......................................................................................................................ix Organizational Chart ........................................................................................................................................x 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 Position ................................................................................................... 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 Position...................................................................................... 15 Exhibit 5 Statement of Revenues, Expenditures, and Changes in Fund Balance –Governmental Fund .............................................................................. 16 Exhibit 6 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balance 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 Position –Proprietary Fund.................................................................... 19 Exhibit 9 Statement of Revenues, Expenses, and Changes in Fund Net Position –Proprietary Fund ...................................................................................... 20 Exhibit 10 Statement of Cash Flows –Proprietary Fund..................................................................... 21 Notes to Financial Statements .................................................................................................................... 22 Required Supplementary Information Exhibit 11 Schedule of Changes in the Net Pension Liability and Related Ratios ............................. 68 Exhibit 12 Schedule of Pension Contributions..................................................................................... 69 Exhibit 13 Schedule of Funding Progress -OPEB .............................................................................. 70 Notes to Required Supplementary Information ......................................................................................... 71 TOWN OF VINTON, VIRGINIA TABLE OF CONTENTS (Continued) Page STATISTICAL SECTION Table 1 Net Position by Component ....................................................................................................... 73 Table 2 Change in Net Position by Component ..................................................................................... 74 Table 3 Fund Balances –Governmental Fund ....................................................................................... 76 Table 4 Changes in Fund Balances –Governmental Fund .................................................................... 77 Table 5 Assessed Value and Actual Value of Taxable Property ........................................................... 78 Table 6 Principal Water and Sewer Customers ...................................................................................... 79 Table 7 Property Tax Levies and Collections ........................................................................................ 80 Table 8 Water and Sewer Rates .............................................................................................................. 81 Table 9 Legal Debt Margin Information ................................................................................................ 82 Table 10 Ratios of Outstanding Debt by Type ......................................................................................... 83 Table 11 Pledged Revenue Coverage ....................................................................................................... 84 Table 12 Demographic Statistics .............................................................................................................. 85 Table 13 Principal Employers ................................................................................................................... 86 Table 14 Full-Time Equivalent Town Government Employees by Function/Program .......................... 87 Table 15 Operating Indicators by Function/Program ............................................................................... 88 Table 16 Capital Asset and Infrastructure Statistics by Function/Program ............................................. 89 COMPLIANCE SECTION Independent Auditor’s Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards..................................................................................................... 91 Summary of Compliance Matters .................................................................................................................. 93 Schedule of Findings and Responses ............................................................................................................. 94 INTRODUCTORY SECTION THIS PAGE INTENTIONALLY BLANK TOWN OF VINTON 311 S. POLLARD STREET VINTON, VIRGINIA 24179 PHONE (540) 983-0608 Barry W. Thompson FAX (540) 985-3105 Finance Director/Treasurer November 9, 2015 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, 2015 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 2014 Water Quality Report, the Town had no water quality violations. The Virginia Department of Environmental Quality reported statewide recycling rates for calendar year 2014 and the Town of Vinton’s recycling rate was 60.7%. 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 working closely with Roanoke County on development opportunities and promoting a shared industrial park. The Town also partners with community groups to hold two major festivals and several smaller community events throughout the year. In 2014, the Town partnered with the Vinton Area Chamber of Commerce for economic development and business retention, recruitment and promotion. The Town also participates in the Greenway Commission, the purpose of which is to identify possible greenway locations in the Roanoke Valley area. Through this the Town is building a greenway that will connect the downtown business district with Roanoke City’s greenway system. This will allow for an individual to travel from Vinton to Salem on the greenway system. The Town of Vinton is participating in a joint project between the city of Roanoke to interconnect two existing regional greenways, the Roanoke River Greenway and Tinker Creek Greenway and the proposed Glade Creek Greenway, with a pedestrian bridge. The completion of the bridge project over Tinker Creek will be Vinton’s connection to the regional system. Vinton is also partnering with the Roanoke-Alleghany Regional Commission to promote a Blueways Trail on the Roanoke River. Vinton opened a canoe launch on the Tinker Creek this past June which is a component of the proposed Roanoke River Blueway and the Roanoke Valley Greenways network. From years 2002 to 2014, Vinton maintained stable property tax rates, while continuing to provide high quality municipal services and responsive government. In 2015, Town Council adopted a $.04 per $100 of assessed value tax increase on real estate for a new tax rate of $.07 per $100 of assessed value effective January 1, 2015 for the tax year which was used to support the increase of 24/7 Fire and EMS Services. The Town Council had previously 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. 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 Community Development Block Grant in the amount of $700,000 in 2013 and continues to work on the different components of the grant. This CDBG award was the product of the Business District Revitalization Planning Grant awarded to the Town. The CDBG grant will enable the Town to provide Façade improvements to 12 downtown businesses, upgrade the farmer’s market infrastructure, do streetscape improvements, improve street lighting, administer a $100,000 Revolving Loan Fund and design a marketing and branding strategy for the Town. The program is being administered by the Town of Vinton with the help of a Project Management Team consisting of community stakeholders and a Revolving Loan Committee to screen and administer loans to current or potential downtown businesses. The Town’s streetscape revitalization work was completed in the fall of 2015 in conjunction with the Town’s Fall Festival and the new Roanoke County Library Project which is being built in the downtown area. The Farmer’s Market Project will begin in winter of 2016 with completion in the spring. One Revolving Loan has been issued from the CDBG Grant in the amount of $28,759.04 with a term of five years. The town will plan to ask for an extension for the project until June 30, 2016. Another economic benefit for the Town is the result of the marketing and branding efforts of the War Memorial Conference Center. The Town continues 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 fully ADA compliant and all floors are served by an elevator. The Town continues to commit to the improvement of the highways, streets, and roads by including approximately $345,438 for paving and milling of streets throughout the Town. Major Initiatives The Town of Vinton continues to work on the $700,000 CDBG Program for its Downtown District. The improvements include streetlights with underground wiring, façade improvements to twelve (12) buildings, improvements to the Farmers’ Market area and stage and downtown intersection improvements. The Town has initiated a new Branding Program for the Town called “InVinton”. This program was quickly accepted by the citizens and the Vinton Area Chamber of Commerce. The Vinton Business Center has been 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. The Roanoke County Commonwealth Attorney’s Office continues to represent the Town’s interests in the prosecution of criminal charges. Attorney Theresa Fontana became the Town’s Attorney on January 1, 2015 to serve as counsel for the Town’s other legal matters. Attorney Fontana replaced Attorney Elizabeth Dillon who was appointed a U. S. District Judge for the Western District of Virginia on March 20, 2015. In June 2013, the Town issued bonds amounting to $1,968,875. The only outstanding project is the $939,785 Upgrade project at the Western Virginia Water Authority Wastewater Treatment Plant which is still on going and has an outstanding construction amount of $237,174. The Town also has a new obligation with the Western Virginia Water Authority in 2015 for additional improvements at the Wastewater Treatment Plant in the amount of $294,516. 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 remaining balance as of June 30, 2015 is $325,000. 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 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. The Town is continuously updating its electronic payment options to improve efficiency and better serve its customers. Prospects for the Future The Town of Vinton has been working with Roanoke County to market two surplused schools that are located within the Town’s boundaries. One of these schools, the Roland E. Cook Elementary School property at the corner of Jefferson Avenue and Poplar Street is 100 years old built in 1915 and the proposal for “Roland E. Cook Lofts” is to transform each of the 21 classrooms in the building into upscale apartments -15 one-bedroom and six studio units. The aim is to leave the schoolhouse character intact with the gymnasium as some type of community space. The other property is the old William Byrd High School property built in 1930. Roanoke County is accepting proposals for the purchase and redevelopment of this property also which is located at 100 Highland Road. The development of these properties has the potential to add the first mixed-use developments to the Town. Roanoke County Library Vinton Branch - Roanoke County is building its first urban library in Downtown Vinton. The current library is outdated and too small for the patrons who use it. The library will serve more than 200,000 people a year who will also visit stores, shops and restaurants in the renovated downtown area. This will also be the only County Library on a mass transit route. The new $10 million library across from the Vinton Municipal Building on Pollard Street will replace the current Vinton branch, which is the oldest library building in the county. The library will feature a coffee shop inside and was one thing Vinton residents indicated they wanted the facility to include. 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 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 over 8,000 and a land mass slightly larger than 3 square miles is a diversified 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. Change of Use Grant - . In conjunction with the Façade Program the Town also offers a Change of Use Grant that helps property owners’ change zoning from Residential to Business. The grant helps with expenses such as architectural renderings, ISO standards and other code compliance issues. The grant offers the participant up to $5,000 in assistance and is a 50% reimbursement of expenses. 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 and Money Markets. 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. 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. viii ix TOWN OF VINTON, VIRGINIA DIRECTORY OF PRINCIPAL OFFICIALS June 30, 2015 TOWN COUNCIL Bradley E. Grose, Mayor William S. Nance, Vice Mayor I. Douglas Adams, Jr. Robert R. Altice Matthew S. Hare APPOINTED OFFICIALS Christopher S. Lawrence ........................................................Town Manager Barry W. Thompson ............................................Finance Director/Treasurer Susan Johnson ..............................................................................Town Clerk Ben Cook .................................................................................Chief of Police INDEPENDENT AUDITORS Brown, Edwards & Company, L.L.P. x 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. • Roanoke, VA 24014-1711 • 540-345-0936 • Fax: 540-342-6181 • www.BEcpas.com INDEPENDENT AUDITOR’S REPORT To the Honorable Members of Town Council Town of Vinton, Virginia Report on the Financial Statements 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 (the “Town”), as of and for the year ended June 30, 2015, and the related notes to the financial statements, which collectively comprise the Town’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor’s Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America, 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 from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. 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, 2015, 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 accordance with accounting principles generally accepted in the United States of America. Change In Accounting Principle As described in Note 16 to the financial statements, the Town adopted new accounting guidance, GASB Statement No. 68, Accounting and Financial Reporting for Pensions – an Amendment of GASB Statement No. 27, as amended by GASB Statement No. 71. Our opinion is not modified with respect to this matter. 2 Prior Period Adjustments As described in Note 16 to the financial statements, net position as of June 30, 2014 has been restated to adjust for the correction of an error. Our opinion is not modified with respect to this matter. Report on Summarized Comparative Information We have previously audited the Town’s 2014 financial statements, on which, in our report dated November 26, 2014, we expressed unmodified opinions. The 2014 financial information is provided for comparative purposes only. For the year ended June 30, 2015, beginning net position has been restated to reflect the impacts of adopting GASB No. 68, as described in Note 16. However, the information for periods prior to June 30, 2014 is not readily available, therefore the 2014 financial information has not been restated to reflect the effects of the new standard. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis and other required supplementary information, as listed in the table of contents, 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. Other Information Our audit was conducted for the purpose of forming opinions 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. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated November 9, 2015 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 internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Town’s internal control over financial reporting and compliance. CERTIFIED PUBLIC ACCOUNTANTS Roanoke, Virginia November 9, 2015 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, 2015. 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. In 2015, the Town adopted GASB Statement No. 68, Accounting and Financial Reporting for Pensions. The overall effect of this new standard is to reflect the Town’s long-term Virginia Retirement System (VRS) obligations directly in the financial statements. Previously, such amounts were mostly disclosed, but were not recognized as long as the Authority was current with its required VRS contributions. The new standard not only changes certain measurement methodologies, but also requires certain new disclosures and that the Town record a net pension liability directly on the statement of net position. Beginning net position has been restated as discussed in footnote 16, and this has had a significant impact on the Town’s net position. However, because similar information has been disclosed in prior years, both in the notes to the financial statements and in required supplementary information, the effect of this new standard is not expected to negatively affect how most governmental entities are viewed by sophisticated readers of their financial statements. Because information to restate prior years is not readily available, the prior year comparative information included in this discussion and analysis has not been restated. Financial Highlights The total assets and deferred outflows of resources of the Town exceeded its liabilities and deferred inflows of resources at the close of the most recent fiscal year by $11,965,815 (net position). Of this amount, $616,641 (unrestricted net position) may be used to meet the Town’s ongoing obligations to citizens and creditors. The Town’s total net position increased by $891,990. This increase is largely due to total expenses of $10,605,547 being less than total revenues of $11,497,537. In addition, a decrease of $301,480 (4.8%) in current and other assets occurred. Capital assets increased by $676,440 (3.3%) with the final result being an increase of 1.4% in total assets. On the other hand, long-term liabilities increased by $950,929 (7.6%) mainly due to implementing GASB 68 and recording the net pension liability, while other liabilities increased by $129,756 (13.7%) which was an offset of an increase in accounts payable and related liabilities and a decrease in accrued payroll and related liabilities. Both deferred outflows and inflows experienced significant changes during the year due to the implementation of GASB 68 and recording the associated deferred outflows and inflows related to the net pension liability. The final result of all these effects is a 8.1% increase in net position. As of the close of the current fiscal year, the Town’s governmental fund reported an ending fund balance of $2,656,499, a decrease of $513,677 in comparison with the prior year. This is mostly due to an increase of $207,552 (45.6%) in total liabilities particularly due from accounts payable. In addition to this negative effect, deferred inflows of resources increased by $422,829 (50.2%) in particular unavailable/unearned revenue. Approximately 88.9% of the ending governmental fund balance, $2,361,436 is available for spending at the Town’s discretion (unassigned fund balance), and represents 28.7% of the governmental fund’s expenditures. 4 Overview of the Financial Statements (Continued) 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. 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 position presents information on all of the Town’s assets, deferred outflows of resources, liabilities, and deferred inflows of resources, with the difference between the four reported as net position. Over time, increases or decreases in net position 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 position changed during the most recent fiscal year. All changes in net position 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 balance 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 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 position may serve over time as a useful indicator of a government’s financial position. In the case of the Town, the net position was $11,965,815 at the close of the most recent fiscal year. By far the largest portion of the Town’s net position (92.9%) reflects its net 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 net 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 Position Governmental Business-Type Activities Activities Total Current and other assets $4,583,937 $4,467,233 $1,458,590 $1,876,774 $6,042,527 $6,344,007 Capital assets 9,442,948 9,375,163 11,984,814 11,376,159 21,427,762 20,751,322 Total assets 14,026,885 13,842,396 13,443,404 13,252,933 27,470,289 27,095,329 Deferred outflows of resources 470,314 149,512 80,543 - 550,857 149,512 Current and other liabilities 696,139 512,637 383,459 437,205 1,079,598 949,842 Long-term liabilities 5,752,569 4,905,705 7,674,974 7,570,909 13,427,543 12,476,614 Total liabilities 6,448,708 5,418,342 8,058,433 8,008,114 14,507,141 13,426,456 Deferred inflows of resources 1,384,094 540,775 164,096 - 1,548,190 540,775 Net investment in capital assets 5,929,925 5,550,872 5,184,003 4,834,097 11,113,928 10,384,969 Restricted 235,246 190,161 - - 235,246 190,161 Unrestricted 499,226 2,291,758 117,415 410,722 616,641 2,702,480 Total net position $6,664,397 $8,032,791 $5,301,418 $5,244,819 $11,965,815 $13,277,610 Unrestricted net position of $616,641 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 position, 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 position by $438,710. 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, capital grants and contributions, and various taxes showed an increase over the prior year. Investment earnings also showed an increase because of the Town’s investments and bond proceeds being invested in higher yields. The Town’s Changes in Net Position Governmental Business-Type Activities Activities Total Revenues Program revenues Charges for services $753,110 $753,455 $3,195,850 $3,002,970 $3,948,960 $3,756,425 Operating grants and contributions 1,426,127 1,382,744 - - 1,426,127 1,382,744 Capital grants and contributions 384,074 114,966 - - 384,074 114,966 General revenues Property taxes 539,764 448,349 - - 539,764 448,349 Other taxes 4,067,111 4,120,413 - - 4,067,111 4,120,413 Intergovernmental unrestricted 768,956 756,199 - - 768,956 756,199 Investment earnings 76,184 74,168 1,353 5,308 77,537 79,476 Other 34,446 28,268 250,562 255,135 285,008 283,403 Total revenues 8,049,772 7,678,562 3,447,765 3,263,413 11,497,537 10,941,975 Expenses General government 927,954 962,341 - - 927,954 962,341 Public safety 3,418,566 3,339,148 - - 3,418,566 3,339,148 Public works 2,021,994 1,993,713 - - 2,021,994 1,993,713 Parks, recreation, and cultural 621,897 635,252 - - 621,897 635,252 Community development 427,409 575,557 - - 427,409 575,557 Interest on long-term debt 193,242 200,584 - - 193,242 200,584 Water and sewer - - 2,994,485 3,174,896 2,994,485 3,174,896 Total expenses 7,611,062 7,706,595 2,994,485 3,174,896 10,605,547 10,881,491 Change in net position 438,710 (28,033)453,280 88,517 891,990 60,484 –July 1, as restated 6,225,687 7,937,206 4,848,138 5,156,302 11,073,825 13,093,508 –June 30 $6,664,397 $7,909,173 $5,301,418 $5,244,819 $11,965,815 $13,153,992 *As restated 7 Government-wide Financial Analysis (Continued) Expenses and Program Revenues –Governmental Activities Revenues by Source –Governmental Activities Business-type activities –Business-type activities increased the Town’s net position by $453,280. The Town increased water and sewer rates 8.9% effective July 1, 2014 with an anticipated 8.9% rate increase for July 1, 2015. - 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 7,000,000 8,000,000 General Government Public Safety Public Works Parks, Recreation, & Cultural Community Development Interest on Long-Term Debt Total Expenses Charges for Services 9%Operating Grants and Contributions 18% Capital Grants and Contributions 5% Property Taxes 7%Sales Taxes 16% Other Taxes 34% Unrestricted Intergovernmental Revenue 10% Other 1% 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 an ending fund balance of $2,656,499, a decrease of $513,677 in comparison with the prior year. This is largely due to an increase in deferred inflows of $422,829 (50.2%) and an increase in total liabilities of $207,552 (45.6%) particularly an increase in accounts payable and accrued liabilities of $286,543 (125.8%) and a decrease in accrued payroll and related liabilities of $75,356 (36.4%). Accounts payable and accrued liabilities, accrued payroll and related liabilities, and unearned revenue increased by $634,016 (49.7%). This increase was due to an increase in the 2015 real estate rate, which is used to fund the next fiscal year, and a large invoice for paving. 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 position of the Water and Sewer Department at the end of the year amounted to $117,415. 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 $55,337 primarily due to an increase in Categorical Aid by $43,177 (2.2%) and Recovered Costs by $12,160 (8.2%). Differences between the original budget and the final amended budget for expenditures were $497,743 with the majority being primarily due to increases on expenses for 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 general property taxes collected was 91.41% of the budgeted amount. The real tax rate was increased from $0.03 to $0.07 per $100 of assessed value which resulted in a lower collection because of classifying the current year tax collection as deferred revenue. Cigarette tax collection continues to decrease as a result of $0.20 increase in tax rate effective July 2013. Although the tax rate was reduced by $0.15 in March 2014 to encourage buyers, the market has not recovered. In addition to this negative impact, there has been a loss of two (2) retailers and a cigarette outlet opened outside of the Town limits. Another effect on this revenue is the sale of vapors Fines and forfeitures were under budget estimates by 28.20% primarily due to court fines being down by $21,267 or 27.98%.. In reviewing this area, we have found that more community service versus fines is being sentenced by the Court thus having an impact on this type of revenue. For the most part, economic indicators such as sales tax, meals tax, and business license tax reflect very favorable collection. 9 General Fund Budgetary Highlights (Continued) All expenditures by budget functions have favorable variances due to concerted efforts of all departments to control and minimize expenditures. except for Interest and Fiscal Charges where the budget was understated. The substantial favorable variance on Community Development is mainly due to $675,000 forecast for CDBG downtown revitalization project for which only $156,895 (23%) was expended. Of the $668,105 budget on Capital Projects, only $551,936 was spent. Main projects such as RSTP Walnut Street Improvement ($74,178), Replacement of Dumptruck in Public Works were not purchased during the FY 2015 but will be pursued in FY 2016. The painting of the pool was not accomplished because the Town Council decided to closed the Pool after 2015 summer season. The 5.78% increase in total operating revenue was affected primarily by a 8.9% rate increase on water and sewer effective July 1, 2014 resulting to 6.99% increase in water revenue and 6.04% increase in sewer revenue. There are more substantial positive variances on operating expenses but were offset by major spike on Maintenance and Materials but still resulted to a net effect of 4.35% favorable variance. Significant variances in the enterprise fund expenses are in salaries and benefits. Salaries decreased 12.44%while benefits were down 2.91%. This was caused by labor distribution of employees working in different cost centers thus shifting salaries and benefits to the general fund. Maintenance expense increase was partly caused by various repairs and maintenance on well houses and pumps. The considerable increase in materials can be attributed to a large inventory at the end of FY 2014 which was expended in FY 2015 and by more water chemicals used to comply with the new requirements in water testing. Positive variances in wastewater treatment at the Western Virginia Wastewater Treatment Plant and water purchased from the Western Virginia Water Authority were caused by variations in the volume of bulk water purchased by industry and wastewater treated from the Town. 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, 2015, amounts to $21,427,762 (net of accumulated depreciation). This investment in capital assets includes land, buildings and systems, improvements, infrastructure, machinery, and equipment. The total increase in the Town’s investment in capital assets for the current fiscal year was 3.3% (a 0.7% increase for governmental activities and a 5.4% increase 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) Land $1,706,089 $1,706,089 $80,752 $80,752 $1,786,841 $1,786,841 Buildings and systems 5,570,041 5,532,484 7,275,787 7,732,845 12,845,828 13,265,329 Infrastructure 1,369,223 1,440,659 - - 1,369,223 1,440,659 Improvements other than buildings - - 2,692,070 2,527,672 2,692,070 2,527,672 Machinery and equipment 503,136 608,889 567,575 631,614 1,070,711 1,240,503 Construction in progress 294,459 87,042 1,368,630 403,276 1,663,089 490,318 Total $9,442,948 $9,375,163 $11,984,814 $11,376,159 $21,427,762 $20,751,322 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 $11,288,749. Of this amount, $9,024,334 comprises debt backed by the full faith and credit of the government, $2,105,000 is related to revenue bond obligations, and $159,415 is related to capital leases. The Town’s Outstanding Debt General Obligation and Capital Leases General obligation bonds $3,451,877 $3,724,405 $4,892,861 $5,235,409 $8,344,738 $8,959,814 Revenue bonds - - 2,105,000 2,225,000 2,105,000 2,225,000 Other obligations 385,080 442,548 294,516 - 679,596 442,548 Capital leases 159,415 209,262 - - 159,415 209,262 $3,996,372 $4,376,215 $7,292,377 $7,460,409 $11,288,749 $11,836,624 The Town’s total debt decreased by $547,875, or 4.6%, during the fiscal year. This decrease is due to the payment of principal payment on outstanding 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, 2015 is 4.50%, which is lower than last year’s rate of 5.50%. This compares favorably to the state’s average unemployment rate as of June 30, 2015 of 4.9% and to the national average rate of 5.30%. 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 unassigned fund balance in the general fund decreased by $558,221. The general fund remains strong with an ending unassigned fund balance of $2,361,436. It is intended that this available fund balance will be used for future needs of the Town. Requests for Information This financial report is designed to provide a general overview of the Town’s finances for all those with an interest in the government’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Finance Department/Treasurer’s Office, Town of Vinton, 311 S. Pollard Street, Vinton, Virginia 24179. THIS PAGE INTENTIONALLY BLANK 11 BASIC FINANCIAL STATEMENTS EXHIBIT 1 Governmental Business-type (For Comparison Only) Cash and cash equivalents (Note 2)3,483,614$ 491,724$ 3,975,338$ 3,970,526$ Receivables, net (Note 3)417,816 610,712 1,028,528 855,327 Due from other governmental units (Note 4)600,152 - 600,152 345,109 Inventories 2,947 70,409 73,356 83,950 Prepaids 56,870 11,844 68,714 76,056 22,538 273,901 296,439 1,013,039 Capital assets: (Note 5) Nondepreciable 2,000,548 1,449,382 3,449,930 2,277,159 Depreciable, net 7,442,400 10,535,432 17,977,832 18,474,163 Total assets 14,026,885 13,443,404 27,470,289 27,095,329 DEFERRED OUTFLOWS OF RESOURCES Deferred charge on refunding 135,043 - 135,043 149,512 335,271 80,543 415,814 - Total deferred outflows of resources 470,314 80,543 550,857 149,512 LIABILITIES Accounts payable and accrued liabilities 514,251 239,004 753,255 546,286 Accrued payroll and related liabilities 131,902 23,379 155,281 236,803 Accrued interest payable 33,145 89,576 122,721 120,877 Customer security deposits - 31,500 31,500 25,400 Unearned revenue 16,841 - 16,841 20,476 Long-term liabilities: Net pension liability (Note 7)1,213,519 266,381 1,479,900 - Due within one year (Note 6)526,420 502,440 1,028,860 1,006,230 Due in more than one year (Note 6)4,012,630 6,906,153 10,918,783 11,470,384 Total liabilities 6,448,708 8,058,433 14,507,141 13,426,456 DEFERRED INFLOWS OF RESOURCES Property taxes 636,548 - 636,548 540,775 747,546 164,096 911,642 - Total deferred inflows of resources 1,384,094 164,096 1,548,190 540,775 NET POSITION 5,929,925 5,184,003 11,113,928 10,384,969 Public safety 185,246 - 185,246 140,161 Parks, recreation, and cultural 50,000 - 50,000 50,000 Unrestricted 499,226 117,415 616,641 2,702,480 Restricted for: Net investment in capital assets Totals TOWN OF VINTON, VIRGINIA STATEMENT OF NET POSITION June 30, 2015 Cash and cash equivalents, restricted (Note 2) Pension contributions subsequent to measurement date (Note 7) Net difference between projected and actual investment earnings on pension plan investments (Note 7) The Notes to Financial Statements are an integral part of this statement. 12 EXHIBIT 2 Charges for Capital Grants Governmental Business-Comparison Functions/Programs Expenses Services Contributions Contributions Activities Activities 2015 2014 Governmental activities 927,954$ 104,513$ -$ -$ (823,441)$ (823,441)$ (858,904)$ Public safety 3,418,566 72,356 331,229 171,920 (2,843,061) (2,843,061) (2,878,552) Public works 2,021,994 110,295 1,094,898 - (816,801) (816,801) (817,677) Parks, recreation, and cultural 621,897 460,786 - 26,500 (134,611) (134,611) (188,649) Community development 427,409 5,160 - 185,654 (236,595) (236,595) (511,064) Interest on long-term debt 193,242 - - - (193,242) (193,242) (200,584) Total governmental activities 7,611,062 753,110 1,426,127 384,074 (5,047,751) (5,047,751) (5,455,430) Business-type activities Water and sewer 2,994,485 3,195,850 - - 201,365$ 201,365 (171,926) Total business-type activities 2,994,485 3,195,850 - - 201,365 201,365 (171,926) Total 10,605,547$3,948,960 1,426,127 384,074 (5,047,751) 201,365 (4,846,386) (5,627,356) General revenues Property taxes (Note 10)539,764 - 539,764 448,349 Sales tax 1,320,700 - 1,320,700 1,287,437 Meals tax 912,713 - 912,713 900,591 Utilities tax 782,869 - 782,869 787,097 Business license tax 489,749 - 489,749 517,111 Cigarette tax 196,383 - 196,383 266,367 Other local taxes 364,697 - 364,697 361,810 Unrestricted intergovernmental revenue 768,956 - 768,956 756,199 Unrestricted investment earnings 15,438 - 15,438 14,547 Restricted investment earnings 60,746 1,353 62,099 64,929 Other 34,446 250,562 285,008 283,403 Total general revenues 5,486,461 251,915 5,738,376 5,687,840 Change in net position 438,710 453,280 891,990 60,484 NET POSITION AT JULY 1, AS RESTATED (NOTE 16)6,225,687 4,848,138 11,073,825 13,217,126 NET POSITION AT JUNE 30 6,664,397$ 5,301,418$ 11,965,815$ 13,277,610$ General government administration Totals TOWN OF VINTON, VIRGINIA STATEMENT OF ACTIVITIES Year Ended June 30, 2015 Program Revenues Net (Expense) Revenue and Changes in Net Position The Notes to Financial Statements are an integral part of this statement. 13 EXHIBIT 3 Comparison 2015 2014 ASSETS Cash and cash equivalents 3,483,614$ 3,756,008$ Receivables, net 417,816 283,787 Due from other governmental units 600,152 345,109 Inventories 2,947 3,525 Prepaids 56,870 56,833 Cash and cash equivalents, restricted 22,538 21,971 Total assets 4,583,937$ 4,467,233$ LIABILITIES Accounts payable and accrued liabilities 514,251$ 227,708$ Accrued payroll and related liabilities 131,902 207,258 16,841 20,476 Total liabilities 662,994 455,442 DEFERRED INFLOWS OF RESOURCES Unavailable/unearned revenue 1,264,444 841,615 FUND BALANCES Nonspendable 59,817 60,358 Restricted 235,246 190,161 Unassigned 2,361,436 2,919,657 Total fund balances 2,656,499 3,170,176 Total liabilities, deferred inflows of resources, and fund balances 4,583,937$ 4,467,233$ General Fund TOWN OF VINTON, VIRGINIA BALANCE SHEET GOVERNMENTAL FUND June 30, 2015 Unearned revenue The Notes to Financial Statements are an integral part of this statement. 14 EXHIBIT 4 (For Comparison Only) –2,656,499$ 3,170,176$ are different because: Capital assets used in governmental activities are not financial resources, and, therefore, are not reported in the funds. Governmental capital assets 18,560,887$ Less: accumulated depreciation (9,117,939) 9,442,948 9,375,163 Bond premiums are reported as revenues in the governmental funds, Bond premiums total $(65,279) and accumulated amortization is $28,505.(36,774) (40,136) Other long-term assets are not available to pay for current-period expenditures and, therefore, are deferred in the funds.627,896 300,840 Financial statement elements related to pensions are applicable to future periods and, therefore, are not reported in the funds. 335,271 (747,546) (1,213,519) (1,625,794) - Long-term liabilities are not due and payable in the current period and, therefore, are not reported in the funds. General obligation bonds, including unamortized deferred amounts (3,316,834) (385,080) (159,415) Accrued interest payable (33,145) Compensated absences (412,030) Other postemployment benefits (93,874) (4,400,378) (4,773,252) Total Net Position – Governmental Activities TOWN OF VINTON, VIRGINIA RECONCILIATION OF THE GOVERNMENTAL FUND BALANCE SHEET TO THE STATEMENT OF NET POSITION June 30, 2015 Amounts reported for governmental activities in the statement of net position Deferred outflows of resources for 2015 employer contributions Deferred inflows of resources for the net differences between projected and actual investment earnings on pension plan investments Net pension liability Capital lease obligations Obligations payable – Roanoke County and RCACP but are amortized over the life of the debt obligation in the statement of net position: General Fund The Notes to Financial Statements are an integral part of this statement. 15 EXHIBIT 5 Comparison Only) 2015 2014 REVENUES General property taxes 456,952$ 445,931$ Other local taxes 4,012,871 4,116,702 Permits, privilege fees, and regulatory licenses 12,403 9,085 Fines and forfeitures 56,503 75,059 Revenues from use of money and property 197,241 198,625 Charges for services 438,558 407,900 Other 129,124 149,957 Gain sharing 549,213 542,676 Recovered costs 21,301 16,240 Non-categorical aid 401,902 402,617 Categorical aid 1,439,204 1,281,587 Total revenues 7,715,272 7,646,379 EXPENDITURES Current: General government administration 668,082 645,071 Public safety 3,313,099 3,201,533 Public works 1,918,439 1,795,602 Parks, recreation, and cultural 617,934 620,636 Community development 604,476 468,678 Capital projects 551,936 140,478 Debt service: Principal retirement 379,843 372,923 Interest and fiscal charges 182,584 186,377 Total expenditures 8,236,393 7,431,298 Excess (deficiency) of revenues over expenditures (521,121) 215,081 OTHER FINANCING SOURCES Proceeds from sale of uncapitalized items 7,444 6,516 Total other financing sources 7,444 6,516 Net change in fund balance (513,677) 221,597 FUND BALANCE AT JULY 1 3,170,176 2,948,579 FUND BALANCE AT JUNE 30 2,656,499$ 3,170,176$ General Fund TOWN OF VINTON, VIRGINIA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE GOVERNMENTAL FUND Year Ended June 30, 2015 The Notes to Financial Statements are an integral part of this statement. 16 EXHIBIT 6 Comparison Only) 2015 2014 Net change in fund balance governmental fund (513,677)$ 221,597$ 449 (3,344) 67,785 (505,464) 327,056 25,667 181,310 - 368,736 288,880 7,051 (55,369) Change in net position of governmental activities 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 position.Also, governmental funds report 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 a decrease in compensated absenses of $20,045,an increase in other postemployment benefits of $(36,595), and decrease in bank stock payable of $23,601. 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 capital outlays $738,118 exceeded depreciation $(670,333)in the current period. Amounts reported for governmental activities in the statement of activities are different because: TOWN OF VINTON, VIRGINIA RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE OF THE GOVERNMENTAL FUND TO THE STATEMENT OF ACTIVITIES Year Ended June 30, 2015 General Fund Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. Governmental funds report employer pension contributions as expenditures. However,in the statement of activities the cost of pension benefits earned net of employee contributions is reported as pension expense.This is the amount by which employer pension contributions $335,271 exceed pension expense $153,961 in the current period. The Notes to Financial Statements are an integral part of this statement. 17 EXHIBIT 7 Variance with Final Budget Positive Original Final Actual (Negative) REVENUES General property taxes 499,915$ 499,915$ 456,952$ (42,963)$ Other local taxes 4,183,500 4,183,500 4,012,871 (170,629) Permits, privilege fees, and 11,000 11,000 12,403 1,403 regulatory licenses Fines and forfeitures 78,700 78,700 56,503 (22,197) Revenues from use of money and property 146,060 146,060 197,241 51,181 Charges for services 433,500 433,500 438,558 5,058 Other 121,750 123,694 129,124 5,430 Gain sharing 525,000 525,000 549,213 24,213 Recovered costs 31,000 41,216 21,301 (19,915) Non-categorical aid 402,440 402,440 401,902 (538) Categorical aid 2,007,442 2,050,619 1,439,204 (611,415) Total revenues 8,440,307 8,495,644 7,715,272 (780,372) EXPENDITURES Total expenditures 8,566,220 9,063,963 8,236,393 827,570 OTHER FINANCING SOURCES Proceeds from sale of uncapitalized items 3,000 3,000 7,444 4,444 Net change in fund balance (122,913)$ (565,319)$ (513,677)$ 51,642$ Budgeted Amounts TOWN OF VINTON, VIRGINIA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE – BUDGET AND ACTUAL – GENERAL FUND Year Ended June 30, 2015 The Notes to Financial Statements are an integral part of this statement. 18 EXHIBIT 8 Only) Current assets: Total current assets 1,458,590 1,876,774 Noncurrent assets: Capital assets: Total noncurrent assets 11,984,814 11,376,159 Total assets 13,443,404 13,252,933 DEFERRED OUTFLOWS OF RESOURCES Pension contributions subsequent to measurement date 80,543 - LIABILITIES Current liabilities: Total current liabilities 885,899 917,645 Noncurrent liabilities: Net pension liability 266,381 - Total noncurrent liabilities 7,172,534 7,090,469 Total liabilities 8,058,433 8,008,114 DEFERRED INFLOWS OF RESOURCES 164,096 - NET POSITION Net difference between projected and actual investment earnings on pension plan investments Water and Sewer Business-type Activities – Enterprise Fund TOWN OF VINTON, VIRGINIA STATEMENT OF NET POSITION PROPRIETARY FUND June 30, 2015 The Notes to Financial Statements are an integral part of this statement. 19 EXHIBIT 9 Only) 2015 2014 OPERATING REVENUES Water service charges and fees 1,454,106$ 1,359,126$ Sewer service charges and fees 1,686,890 1,590,870 Water/sewer penalties 54,854 52,974 Other revenue 250,562 255,135 Total operating revenues 3,446,412 3,258,105 OPERATING EXPENSES Salaries 734,363 838,728 Fringe benefits 263,571 271,468 Contractual services 28,939 39,466 Maintenance 120,441 73,095 Rent, utilities, and insurance 271,555 284,829 Materials and supplies 100,487 38,875 Equipment repairs and rentals 21,661 50,710 Sewage treatment 338,721 384,255 Purchase of water 104,653 119,976 Other 131,345 160,127 Depreciation 674,615 655,671 Total operating expenses 2,790,351 2,917,200 Operating income 656,061 340,905 NON-OPERATING REVENUE (EXPENSE) Interest income 1,353 5,308 Interest expense (204,134) (257,696) Net non-operating expense (202,781) (252,388) Change in net position 453,280 88,517 NET POSITION AT JULY 1, AS RESTATED (NOTE 16)4,848,138 5,156,302 NET POSITION AT JUNE 30 5,301,418$ 5,244,819$ TOWN OF VINTON, VIRGINIA Business-type Activities – Enterprise Fund Water and Sewer STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET POSITION PROPRIETARY FUND Year Ended June 30, 2015 The Notes to Financial Statements are an integral part of this statement. 20 EXHIBIT 10 Only) OPERATING ACTIVITIES Receipts from customers 3,162,778$ 2,969,729$ Receipts from other sources 250,562 255,135 Payments to suppliers (1,142,429) (1,269,078) Payments to employees (1,041,463) (1,092,198) Net cash provided by operating activities 1,229,448 863,588 CAPITAL AND RELATED FINANCING ACTIVITIES Purchases of capital assets (1,002,705) (720,784) Principal paid on long-term liabilities (462,548) (1,004,718) Interest paid (205,509) (256,920) Net cash used in capital and related financing activities (1,670,762) (1,982,422) INVESTING ACTIVITIES Interest received on investments 1,353 5,308 Net decrease in cash and cash equivalents (439,961) (1,113,526) CASH AND CASH EQUIVALENTS Beginning at July 1 1,205,586 2,319,112 RECONCILIATION TO EXHIBIT 8 Cash and cash equivalents 491,724$ 214,518$ Cash and cash equivalents, restricted 273,901 991,068 765,625$ 1,205,586$ Reconciliation of operating income to net cash provided by operating activities Operating income 656,061$ 340,905$ Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation 674,615 655,671 Pension expense net of employer contributions (46,747) - Change in certain assets and liabilities: (Increase) decrease in: Receivables, net (39,172) (48,041) Inventories 10,016 (39,810) Prepaids 7,379 (19,223) Increase in: Accounts payable and accrued liabilities (42,022) (58,712) Accrued payroll and related liabilities (6,166) 8,912 Customer security deposits 6,100 14,800 Compensated absences 4,505 7,168 Other post employment benefits 4,879 1,918 NONCASH CAPITAL AND RELATED FINANCING Capital asset purchases included in accounts payable 69,902$ 83,853$ Increase in WVWA Sewage Treatment Plant and Interceptor rights 294,516$ -$ Business-type Activities – Enterprise Fund 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, 2015 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 current year, the Town remitted $185,776 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 $66,170 for the current year. Separate financial statements are not available. Roanoke County Emergency Communications Center: The Town participates in an intergovernmental agreement with the County of Roanoke for the operation of a E-911 dispatch center. All personnel of the Center are employees of Roanoke County. The Director of Communications & Information Technology in coordination with the Emergency Communications Center Advisory Board is responsible for oversight of the Center. The Assistant Director for Communications and Information Technology is responsible for the day-to-day operational management of the Center.The Town and County contribute to the operational cost of the Center based on the pro rata share of call volume. The Town’s share of the operating cost was approximately $465,075 in the current year. Separate financial statements are not available. (Continued)23 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 1.Summary of Significant Accounting Policies (Continued) A.The Financial Reporting Entity (Continued) Jointly Governed Organizations (Continued) Western Virginia Regional Industrial Facility Authority: The Town of Vinton, County of Botetourt, County of Franklin, County of Roanoke, City of Salem, and the City of Roanoke jointly participate in the Western Virginia Regional Industrial Facility Authority, which functions to enhance the economic base for members by developing, owning, and operating facilities on a cooperative basis. The Authority is governed by a board composed of twelve members appointed by the governing bodies of participating jurisdictions. Town Council appoints two members. There were no associated costs to members for participation in the Authority in the current year. A separate financial statement can be obtained from the Western Virginia Regional Industrial Facility Authority care of Roanoke Regional Partnership, 111 Franklin Road, SE, Roanoke, Virginia 24011. 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. (Continued)24 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 1.Summary of Significant Accounting Policies (Continued) C.Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net position and the statement of changes in net position) 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. Interfund services provided and used are not eliminated in the process of consolidation. 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 is 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. 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. (Continued)25 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 1.Summary of Significant Accounting Policies (Continued) D.Measurement Focus, Basis of Accounting, and Financial Statement Presentation (Continued) 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. 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. (Continued)26 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 1.Summary of Significant Accounting Policies (Continued) E.Budgets and Budgetary Accounting (Continued) 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 $497,743 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. 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. (Continued)27 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 1.Summary of Significant Accounting Policies (Continued) 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. 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.Deferred Outflows/Inflows of Resources In addition to assets, the statements which present financial position report a separate section for deferred outflows of resources. This separate financial statement element represents a consumption of net position that applies to future periods and so will not be recognized as an outflow of resources (expense/expenditure) until then. The Town has two items that qualify for reporting in this category. The first is the deferred charge on refunding reported in the government-wide statement of net position. A deferred charge on refunding results from the difference in the carrying value of refunded debt and its reacquisition price. This amount is deferred and amortized over the shorter of the life of the refunded or refunding of debt. The second item consists of contributions subsequent to the measurement date for pensions; this will be applied to the net pension liability in the next fiscal year. In addition to liabilities, statements which present financial position report a separate section for deferred inflows of resources. This separate financial statement element represents an acquisition of net position that applies to future periods and so will not be recognized as an inflow of resources (revenue) until that time. The Town has three items that qualify for reporting in this category. The first item occurs only under a modified accrual basis of accounting. The item, unavailable revenue,is reported only in the governmental fund balance sheet. The governmental fund reports unavailable revenue from property taxes and other receivables not collected within 45 days of year-end and property taxes levied to fund future years. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. The second item relates to unearned property taxes including taxes received in advance of the year in which they are intended to fund operations. This item is a deferred inflow in both the governmental fund balance sheet and the entity-wide statement of net position. The third item is the net difference between projected and actual earnings on pension plan investments. This difference will be recognized in pension expense over a closed five year period. (Continued)28 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 1.Summary of Significant Accounting Policies (Continued) K.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 $52,448 of interest capitalized in the current year. L.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. M.Pensions For purposes of measuring the net pension liability, deferred outflows of resources and deferred inflows of resources related to pensions, and pension expense, information about the fiduciary net position of the Political Subdivision’s Retirement Plan and the additions to/deductions from the Political Subdivision’s Retirement Plan’s net fiduciary position have been determined on the same basis as they were reported by the Virginia Retirement System (VRS). For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. N.Long-Term Obligations In the government-wide financial statements and proprietary fund types in the fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business-type activities, or proprietary fund type statement of net position. Bond premiums and discounts are deferred and amortized over the life of the bonds using the straight-line method. Bonds payable are reported net of the applicable bond premium or discount. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as expenses. In the fund financial statements, governmental fund types recognize bond premiums and discounts, 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. O.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. 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. (Continued)29 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 1.Summary of Significant Accounting Policies (Continued) O.Fund Balances (Continued) The classifications are as follows:(Continued) 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 (and modifies or rescinds) fund balance commitments by passage of an ordinance or resolution. This is typically done through adoption and amendment of the budget. The degree of difficulty to remove an ordinance is greater than a resolution; therefore an ordinance is the most binding. Assigned fund balance is established by Council, the Town Manager, or the Treasuer/Director of Finance through adoption or amendment of the budget as intended for specific purpose (such as the purchase of capital assets, 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. P.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. Q.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. (Continued)30 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 1.Summary of Significant Accounting Policies (Continued) R.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. 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. (Continued)31 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 2.Deposits and Investments (Continued) Investments (Continued) Credit Risk: (Continued) 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 a means of limiting its exposure to fair value losses arising from rising interest rates, the Town’s investment policy specifies that no investment may have a maturity greater than two years from the date of purchase, and the average maturity of the portfolio must not exceed 1 year. 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, the Town did not have any investments. Deposits Reconciliation of deposits to Exhibit 1: Total deposits Restricted cash and cash equivalents consists of $242,901 of unspent bond proceeds, $31,000 of utility deposits, $20,774 of evidence found, and $1,764 of flex benefit spending that can only be used for specific purposes. (Continued)32 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 3.Receivables Receivables consist of the following: Governmental Business-type Activities Activities Total Note 4.Due from Other Governmental Units A summary of funds due from other governmental units was as follows: (Continued)33 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 5.Capital Assets Capital asset activity for the year was as follows: Governmental Activities Beginning Balance, as restated (See Note 16)Increases Decreases Transfers Ending Balance Capital assets, not depreciated Land $1,706,089 $- $- $- $ Construction in progress 87,042 207,417 - - 294,459 Total capital assets, not depreciated 1,793,131 207,417 - - 2,000,548 Capital assets, depreciated Buildings and improvements 9,280,710 (101,866)9,501,969 Machinery and equipment 4,446,712 (28,592)- 4,604,980 Infrastructure 2,432,674 - - 2,453,390 Total capital assets, depreciated 16,160,096 530,701 (130,458)- 16,560,339 Less accumulated depreciation for: Buildings and improvements 3,748,226 285,568 (101,866)- 3,931,928 Machinery and equipment 3,837,823 292,613 (28,592)- 4,101,844 Infrastructure 992,015 92,152 - - 1,084,167 Total accumulated depreciation 8,578,064 670,333 (130,458)- 9,117,939 Total capital assets, depreciated, net 7,582,032 (139,632 - - 7,442,400 Governmental activities capital assets, net $9,375,163 $67,785 $- $- $9,442,948 (Continued)34 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 5.Capital Assets (Continued) Beginning Ending Capital assets, not depreciated Land $80,752 $- - $80,752 Construction in progress 403,276 965,354 - 1,368,630 Total capital assets, not depreciated 484,028 965,354 - 1,449,382 Capital assets, depreciated Utility plant 18,771,062 23,300 - 18,794,362 Sewage treatment contract 3,816,857 294,516 - 4,111,373 Machinery and equipment 1,558,199 100 - 1,558,299 Total capital assets, depreciated 24,146,118 317,916 - 24,464,034 Less accumulated depreciation for: Utility plant 11,038,217 480,358 - 11,518,575 Sewage treatment contract 1,289,185 130,118 - 1,419,303 Machinery and equipment 926,585 64,139 - 990,724 Total accumulated depreciation 13,253,987 674,615 - 13,928,602 Total capital assets, depreciated, net 10,892,131 (356,699 - 10,535,432 Business-type activities capital assets, net $11,376,159 $608,655 - $11,984,814 Depreciation expense was charged to functions/programs of the primary government as follows: Construction Commitments The Town’s active construction projects as of June 30 are as follows: Project Total Remaining Commitment Sewer Line on Blanford Avenue $115,000 Phase 2 &3 of Jefferson Water Line 100,000 $215,000 (Continued)35 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 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 plant is upgrading its facilities to improve compliance with DEQ peak flow requirements. Modifications costing approximately $17 million are currently under construction. The Town’s share will be approximately 5.5% or $987,000, which is being funded with general obligation bonds issued through the Virginia Resources Authority. The construction in progress balance related to this project at June 30, 2015 is $816,325. The plant upgraded its Tinker Creek Interceptor to reduce inflow and infiltration as well as mitigate overflow. Modifications costing approximately $5 million were completed. The Town’s share was approximately 5.5% or $294,000, which is being funded with an obligation payable to the Western Virginia Water Authority. The Town is required to contribute $66,000 annually to a capital reserve fund for ongoing maintenance of the system. The Town has made the annual required contribution since the formation of the Authority in 2005. Note 6.Long-Term Liabilities The following is a summary of changes in long-term liabilities for the year: Governmental Beginning Ending Due Within General obligation bonds $3,724,405 $- $(272,528)$3,451,877 $281,336 Obligation payable – Roanoke County 375,000 - (50,000)325,000 50,000 Obligation payable – 67,548 - (7,468)60,080 7,656 Capital leases 209,262 - (49,847)159,415 51,458 Compensated absences 432,075 122,539 (142,584)412,030 135,970 Other postemployment benefits 57,279 44,448 (7,853)93,874 - Business-type General obligation bonds $5,235,409 $- $(342,548) $4,892,861 $353,167 Revenue bonds 2,225,000 - (120,000) 2,105,000 120,000 Obligation payable – - 294,516 - 294,516 13,912 Bond Premiums 49,519 - - Compensated absences 54,576 15,361 Other postemployment benefits 6,405 - (Continued)36 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 6.Long-Term Liabilities (Continued) The general fund has been used to liquidate the liability for compensated absences, net pension obligation, and net other postemployment benefits. The annual requirements to amortize long-term debt and related interest are as follows: Governmental Activities General Obligation Bonds Capital Leases Obligations Payable Roanoke County and RCACP Fiscal Year Principal Interest Principal Interest Principal Interest 2016 281,336 $105,149 $51,458 $5,151 $57,656 $ 2017 283,394 97,635 53,120 3,489 62,848 2018 290,332 90,000 54,837 1,772 63,040 1,023 2019 297,059 - - 2020 318,522 72,469 - - 63,444 619 2021-2025 1,716,234 213,252 - - 74,852 617 2026-2030 265,000 19,817 - - - - $3,451,877 $679,765 $159,415 $10,412 $385,080 $5,707 Business-type Activities General Obligation Bonds Revenue Bonds Obligation Payable WVWA Fiscal Year Principal Interest Principal Interest Principal Interest 2016 353,167 $145,208 $120,000 $97,125 $13,912 $6,799 2017 364,081 134,295 125,000 92,538 14,241 6,470 2018 375,330 123,045 130,000 87,750 14,578 6,134 2019 348,217 112,013 135,000 82,450 14,922 5,789 2020 358,028 101,202 145,000 76,125 15,275 5,437 2021-2025 1,919,729 331,685 835,000 262,375 81,964 21,593 2026-2030 834,424 94,903 615,000 47,125 92,120 11,437 2031-2033 339,885 14,717 - - 47,504 1,522 $4,892,861 $1,057,068 $2,105,000 $745,488 $294,516 $65,181 The revenue bond has been issued in accordance with the terms of an indenture agreement with the Virginia Municipal League/Virginia Association of Counties. The indenture agreement requires the Town to pledge its Water and Sewer Fund Revenues as collateral for the revenue bond and to maintain revenues in the Water and Sewer Fund equal to at least 1.20 of all debt service payments which exclude any refunded principal payments. The pledged revenue coverage ratio for the year ended June 30, 2015 was 1.99.Statistical Section Table 11 presents the pledged revenue coverage ratio. Details of long-term indebtedness are as follows: (Continued)37 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 6.Long-Term Liabilities (Continued) 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. Public Improvement Bonds 3.64-4.96%06/01/06 10/01/26 $755,000 $530,000 $- Virginia Revolving Loan Fund: G.O. Water and Sewer Bonds 3.30%07/24/03 07/01/24 1,250,704 - 708,466 G.O. Water and Sewer Bonds 3.10%10/01/04 10/01/26 2,479,000 - 1,637,383 G.O. Water and Sewer Bonds 3.10%01/12/06 03/01/26 1,210,000 - 770,018 Virginia Association of Counties: G.O. Public Improvement Bonds 3.75-5.25%02/08/07 02/01/27 1,045,000 755,000 - Capital One Public Funding: G.O. Public Improvement Bonds 2.85%06/27/13 11/01/32 1,993,152 - 1,776,994 Carter Bank and Trust: G.O. Refunding Bonds 2.05%06/27/13 11/01/24 2,228,409 2,166,877 - 3,451,877 4,892,861 Plus bond premium, net of amortization 36,774 - $3,488,651 $4,892,861 Revenue Bonds: Virginia Association of Counties: Revenue Water and Sewer Bonds 3.50-5.00%12/19/07 08/01/27 2,750,000 $- $2,105,000 Plus bond premium, net of amortization - 45,851 $- $2,150,851 Capital Lease: Kansas State Bank 3.23%09/06/12 10/06/17 $313,315 $159,415 $- Obligations Payable: Roanoke County 0.00%07/01/11 07/01/20 $625,000 $325,000 $- RCACP 2.46 12/31/13 09/30/22 73,180 60,080 - WVWA 2.35 03/01/15 09/01/32 294,516 - 294,516 $385,080 $294,516 Note 7.Defined Benefit Pension Plan Plan Description All full-time, salaried permanent employees of the Town of Vinton, Virginia, (the “Political Subdivision”) are automatically covered by VRS Retirement Plan upon employment. This plan is administered by the Virginia Retirement System (the “System”) along with plans for other employer groups in the Commonwealth of Virginia. Members earn one month of service credit for each month they are employed and for which they and their employer are pay contributions to VRS. Members are eligible to purchase prior service, based on specific criteria as defined in the Code of Virginia, as amended. Eligible prior service that may be purchased includes prior public service, active military service, certain periods of leave, and previously refunded service. (Continued)38 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) The System administers three different benefit structures for covered employees –Plan 1, Plan 2, and Hybrid. Each of these benefit structures has a different eligibility criteria. The specific information for each plan and the eligibility for covered groups within each plan are set out in the table below: RETIREMENT PLAN PROVISIONS PLAN 1 PLAN 2 HYBRID RETIREMENT PLAN About Plan 1 Plan 1 is a defined benefit plan. The retirement benefit is based on a member’s age, creditable service, and average final compensation at retirement using a formula. Employees are eligible for Plan 1 if their membership date is before July 1, 2010, and they were vested as of January 1, 2013. About Plan 2 Plan 2 is a defined benefit plan. The retirement benefit is based on a member’s age, creditable service, and average final compensation at retirement using a formula. Employees are eligible for Plan 2 if their membership date is on or after July 1, 2010, or their membership date is before July 1, 2010, and they were not vested as of January 1, 2013. About the Hybrid Retirement Plan The Hybrid Retirement Plan combines the features of a defined benefit plan and a defined contribution plan. Most members hired on or after January 1, 2014 are in this plan, as well as Plan 1 and Plan 2 members who were eligible and opted into the plan during a special election window. (see “Eligible Members”) The defined benefit is based on a member’s age, creditable service, and average final compensation at retirement using a formula. The benefit from the defined contribution component of the plan depends on the member and employer contributions made to the plan and the investment performance of those contributions. In addition to the monthly benefit payment payable from the defined benefit plan at retirement, a member may start receiving distributions from the balance in the defined contribution account, reflecting the contributions, investment gains or losses, and any required fees. (Continued)39 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Eligible Members Employees are in Plan 1 if their membership date is before July 1, 2010, and they were vested as of January 1, 2013. Hybrid Opt-In Election VRS non-hazardous duty covered Plan 1 members were allowed to make an irrevocable decision to opt into the Hybrid Retirement Plan during a special election window held January 1 through April 30, 2014. The Hybrid Retirement Plan’s effective date for eligible Plan 1 members who opted in was July 1, 2014. If eligible deferred members returned to work during the election window, they were also eligible to opt into the Hybrid Retirement Plan. Members who were eligible for an optional retirement plan (ORP) and had prior service under Plan 1 were not eligible to elect the Hybrid Retirement Plan and remain as Plan 1 or ORP. Eligible Members Employees are in Plan 2 if their membership date is on or after July 1, 2010, or their membership date is before July 1, 2010, and they were not vested as of January 1, 2013. Hybrid Opt-In Election Eligible Plan 2 members were allowed to make an irrevocable decision to opt into the Hybrid Retirement Plan during a special election window held January 1 through April 30, 2014. The Hybrid Retirement Plan’s effective date for eligible Plan 2 members who opted in was July 1, 2014. If eligible deferred members returned to work during the election window, they were also eligible to opt into the Hybrid Retirement Plan. Members who were eligible for an optional retirement plan (ORP) and have prior service under Plan 2 were not eligible to elect the Hybrid Retirement Plan and remain as Plan 2 or ORP. Eligible Members Employees are in the Hybrid Retirement Plan if their membership date is on or after January 1, 2014. This includes: Political subdivision employees* Members in Plan 1 or Plan 2 who elected to opt into the plan during the election window held January 1 through April 30, 2014; the plan’s effective date for opt-in members was July 1, 2014. *Non-Eligible Members Some employees are not eligible to participate in the Hybrid Retirement Plan. They include: Political subdivision employees who are covered by enhanced benefits for hazardous duty employees Those employees eligible for an optional retirement plan (ORP) must elect the ORP plan or the Hybrid Retirement Plan. If these members have prior service under Plan 1 or Plan 2, they are not eligible to elect the Hybrid Retirement Plan and must select Plan 1 or Plan 2 (as applicable) or ORP. (Continued)40 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Retirement Contributions Employees contribute 5.00% of their compensation each month to their member contribution account through a pre-tax salary reduction. Some political subdivisions elected to phase in the required 5.00% member contribution but all employees will be paying the full 5.00% by July 1, 2016. Member contributions are tax-deferred until they are withdrawn as part of a retirement benefit or as a refund. The employer makes a separate actuarially determined contribution to VRS for all covered employees. VRS invests both member and employer contributions to provide funding for the future benefit payment. Retirement Contributions Employees contribute 5.00% of their compensation each month to their member contribution account through a pre-tax salary reduction. Some political subdivisions elected to phase in the required 5.00% member contribution but all employees will be paying the full 5.00% by July 1, 2016. Retirement Contributions A member’s retirement benefit is funded through mandatory and voluntary contributions made by the member and the employer to both the defined benefit and the defined contribution components of the plan. Mandatory contributions are based on a percentage of the employee’s creditable compensation and are required from both the member and the employer. Additionally, members may choose to make voluntary contributions to the defined contribution component of the plan, and the employer is required to match those voluntary contributions according to specified percentages. (Continued)41 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Creditable Service Creditable service includes active service. Members earn creditable service for each month they are It also may include credit for prior service the member has purchased or additional creditable A member’s total creditable service is one of the factors used to determine their eligibility for retirement and to calculate their retirement benefit. It also may count toward eligibility for the health insurance credit in retirement, if the employer offers the health insurance credit. Creditable Service Same as Plan 1. Creditable Service Defined Benefit Component: Under the defined benefit component of the plan, creditable Members earn creditable service for each month they are employed in a covere It also may include credit for prior service the member has purchased or additional creditable service the member was granted. A member’s total creditable service is one of the factors used to determine their eligibility for retirement and to It also may count toward eligibility for the health insurance credit in retirement, if the employer offers the health insurance credit. Defined Contributions Component: Under the defined contribution component, creditable service is used to determine vesting for the employer contribution portion of the plan. (Continued)42 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30,2015 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Vesting Vesting is the minimum length of service a member needs to qualify Members become vested when they have at least five years (60 Vesting means members are eligible to qualify for retirement if they meet the age and service Members also must be vested to receive a full refund of their member contribution account balance if they leave employment and request a refund. Members are always 100% vested in the contributions that they make. Vesting Same as Plan 1. Vesting Defined Benefit Component: Defined benefit vesting is the minimum length of service a member needs to qualify for a Members are vested under the defined benefit component of the Hybrid Retirement Plan when they reach five years (60 months) of creditable service. Plan 1 or Plan 2 members with at least five years (60 months) of creditable service who opted into the Hybrid Retirement Plan remain vested in the defined benefit component. Defined Contributions Component: Defined contribution vesting refers to the minimum length of service a member needs to be eligible to withdraw the employer contributions from the defined contribution component of the plan. Members are always 100% vested in the contributions that they make. Upon retirement or leaving covered employment, a member is eligible to withdraw a percentage of employer contributions to the defined contribution component of the plan, based on service. (Continued)43 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Vesting (Continued) Defined Contributions Component: (Continued) After two years, a member is 50% vested and may withdraw 50% of employer contributions. After three years, a member is 75% vested and may withdraw 75% of employer contributions. After four or more years, a member is 100% vested and may withdraw 100% of employer contributions. Distribution is not required by law until age 70½. Calculating the Benefit The Basic Benefit is calculated based on a formula using the member’s average final compensation, a retirement multiplier, and total service credit at retirement. It is one of the benefit payout options available to a member at retirement. An early retirement reduction factor is applied to the Basic Benefit if the member retires with a reduced retirement benefit or selects a benefit payout option other than the Basic Benefit. Calculating the Benefit See definition under Plan 1. Calculating the Benefit Defined Benefit Component: See definition under Plan 1. Defined Contribution Component: The benefit is based on contributions made by the member and any matching contributions made by the employer, plus net investment earnings on those contributions. (Continued)44 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Average Final Compensation A member’s average final compensation is the average of the 36 consecutive months of highest compensation as a covered employee. Average Final Compensation A member’s average final compensation is the average of their 60 consecutive months of highest compensation as a covered employee. Average Final Compensation Same as Plan 2. It is used in the retirement formula for the defined benefit component of the plan. Service Retirement Multiplier VRS: The retirement multiplier is a factor used in the formula to determine a final retirement benefit. The retirement multiplier for non-hazardous duty members is 1.70%. Sheriffs and regional jail superintendents: The retirement multiplier for sheriffs and regional jail superintendents is 1.85%. Political subdivision hazardous duty employees: The retirement multiplier of eligible political subdivision hazardous duty employees other than sheriffs and regional jail superintendents is 1.70% or 1.85% as elected by the employer. Service Retirement Multiplier VRS: Same as Plan 1 for service earned, purchased, or granted prior to January 1, 2013. For non-hazardous duty members the retirement multiplier is 1.65% for creditable service earned, purchased, or granted on or after January 1, 2013. Sheriffs and regional jail superintendents: Same as Plan 1. Political subdivision hazardous duty employees: Same as Plan 1. Service Retirement Multiplier Defined Benefit Component: VRS: The retirement multiplier for the defined benefit component is 1.00%. For members who opted into the Hybrid Retirement Plan from Plan 1 or Plan 2, the applicable multipliers for those plans will be used to calculate the retirement benefit for service credited in those plans. Sheriffs and regional jail superintendents:Not applicable. Political subdivision hazardous duty employees: Not applicable. Defined Contribution Component: Not applicable. (Continued)45 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Normal Retirement Age VRS: Age 65. Political subdivisions hazardous duty employees: Age 60. Normal Retirement Age VRS: Normal Social Security retirement age. Political subdivisions hazardous duty employees: Same as Plan 1. Normal Retirement Age Defined Benefit Component: VRS: Same as Plan 2. Political subdivisions hazardous duty employees: Not applicable. Defined Contribution Component: Members are eligible to receive distributions upon leaving employment, subject to restrictions. Earliest Unreduced Retirement Eligibility VRS: Age 65 with at least five years (60 months) of creditable service or at age 50 with at least 30 years of creditable service. Political subdivisions hazardous duty employees: Age 60 with at least five years of creditable service or age 50 with at least 25 years of creditable service. Earliest Unreduced Retirement Eligibility VRS: Normal Social Security retirement age with at least five years (60 months) of creditable service or when their age and service equal 90. Political subdivisions hazardous duty employees: Same as Plan 1. Earliest Unreduced Retirement Eligibility Defined Benefit Component: VRS: Normal Social Security retirement age and have at least five years (60 months) of creditable service or when their age and service equal 90. Political subdivisions hazardous duty employees: Not applicable. Defined Contribution Component: Members are eligible to receive distributions upon leaving employment, subject to restrictions. (Continued)46 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Earliest Reduced Retirement Eligibility VRS: Age 55 with at least five years (60 months) of creditable service or age 50 with at least 10 years of creditable service. Political subdivisions hazardous duty employees: 50 with at least five years of creditable service. Earliest Reduced Retirement Eligibility VRS: Age 60 with at least five years (60 months) of creditable service. Political subdivisions hazardous duty employees: Same as Plan 1. Earliest Unreduced Retirement Eligibility Defined Benefit Component: VRS: Age Members may retire with a reduced benefit as early as age 60 with at least five years (60 months) of creditable service. Political subdivisions hazardous duty employees: Not applicable. Defined Contribution Component: Members are eligible to receive distributions upon leaving employment, subject to restrictions. Cost-of-Living Adjustment (COLA) in Retirement The Cost-of-Living Adjustment (COLA) matches the first 3.00% increase in the Consumer Price Index for all Urban Consumers (CPI-U) and half of any additional increase (up to 4.00%) up to a maximum COLA of 5.00%. Eligibility: For members who retire with an unreduced benefit or with a reduced benefit with at least 20 years of creditable service, the COLA will go into effect on July 1 after one full calendar year from the retirement date. Cost-of-Living Adjustment (COLA) in Retirement The Cost-of-Living Adjustment (COLA) matches the first 2.00% increase in the CPI-U and half of any additional increase (up to 2.00%), for a maximum COLA of 3.00%. Eligibility: Same as Plan 1. Cost-of-Living Adjustment (COLA) in Retirement Defined Benefit Component: Same as Plan 2. Defined Contribution Component: Not applicable. Eligibility: Same as Plan 1 and Plan 2. (Continued)47 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Cost-of-Living Adjustment (COLA) in Retirement (Continued) Eligibility: (Continued) For members who retire with a reduced benefit and who have less than 20 years of creditable service, the COLA will go into effect on July 1 after one calendar year following the unreduced retirement eligibility date. Exceptions to COLA Effective Dates: The COLA is effective July 1 following one full calendar year (January 1 to December 31) under any of the following circumstances: The member is within five years of qualifying for an unreduced retirement benefit as of January 1, 2013. The member retires on disability. The member retires directly from short-term or long-term disability under the Virginia Sickness and Disability Program (VSDP). The member is involuntarily separated from employment for causes other than job performance or misconduct and is eligible to retire under the Workforce Transition Act or the Transitional Benefits Program. Cost-of-Living Adjustment (COLA) in Retirement (Continued) Exceptions to COLA Effective Dates: Same as Plan 1. Cost-of-Living Adjustment (COLA) in Retirement (Continued) Exceptions to COLA Effective Dates: Same as Plan 1 and Plan 2. (Continued)48 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Cost-of-Living Adjustment (COLA) in Retirement (Continued) Exceptions to COLA Effective Dates: (Continued) The member dies in service and the member’s survivor or beneficiary is eligible for a monthly death-in-service benefit. The COLA will go into effect on July 1 following one full calendar year (January 1 to December 31) from the date the monthly benefit begins. Disability Coverage Members who are eligible to be considered for disability retirement and retire on disability, the retirement multiplier is 1.70% on all service, regardless of when it was earned, purchased, or granted. VSDP members are subject to a one-year waiting period before becoming eligible for non-work- related disability benefits. Disability Coverage Members who are eligible to be considered for disability retirement and retire on disability, the retirement multiplier is 1.65% on all service, regardless of when it was earned, purchased, or granted. VSDP members are subject to a one-year waiting period before becoming eligible for non-work related disability benefits. Disability Coverage Employees of political subdivisions (including Plan 1 and Plan2 opt-ins) participate in the Virginia Local Disability Program (VLDP) unless their local governing body provides and employer-paid comparable program for its members. Hybrid members (including Plan 1 and Plan 2 opt-ins) covered under VLDP are subject to a one-year waiting period before becoming eligible for non- work-related disability benefits. (Continued)49 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Purchase of Prior Service Members may be eligible to purchase service from previous public employment, active duty military service, an eligible period of leave or VRS refunded service as creditable service in their plan. Prior creditable service counts toward vesting, eligibility for retirement and the health insurance credit. Only active members are eligible to purchase prior service. When buying service, members must purchase their most recent period of service first. Members also may be eligible to purchase periods of leave without pay. Purchase of Prior Service Same as Plan 1. Purchase of Prior Service Defined Benefit Component: Same as Plan 1, with the following exceptions: Hybrid Retirement Plan members are ineligible for ported service. The cost for purchasing refunded service is the higher of 4.00% of creditable compensation or average final compensation. Plan members have one year from their date of hire or return from leave to purchase all but refunded prior service at After that one-year period, the rate for most categories of service will change to actuarial cost. Defined Contribution Component: Not applicable. (Continued)50 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Employees Covered by Benefit Terms As of the June 30, 2013 actuarial valuation, the following employees were covered by the benefit terms of the pension plan: Number Inactive members or their beneficiaries currently receiving benefits 56 Inactive members: Vested inactive members 23 Non-vested inactive members 31 Inactive members active elsewhere in VRS 56 Total inactive members 110 Active members 80 Total covered employees 246 Contributions The contribution requirement for active employees is governed by §51.1-145 of the Code of Virginia, as amended, but may be impacted as a result of funding options provided to political subdivisions by the Virginia General Assembly. Employees are required to contribute 5.00% of their compensation toward their retirement. Prior to July 1, 2012, all or part of the 5.00% member contribution may have been assumed by the employer. Beginning July 1, 2012 new employees were required to pay the 5.00% member contribution. In addition, for existing employees, employers were required to begin making the employee pay the 5.00% member contribution. This could be phased in over a period of up to 5 years and the employer is required to provide a salary increase equal to the amount of the increase in the employee-paid member contribution. The political subdivision’s contractually required contribution rate for the year ended June 30,2015 was 12.40% of covered employee compensation. This rate was based on an actuarially determined rate from an actuarial valuation as of June 30, 2013. This rate, when combined with employee contributions, was expected to finance the costs of benefits earned by employee during the year, with an additional amount to finance any unfunded accrued liability. Contributions to the pension plan from the political subdivision were $415,814 and $307,429 for the years ended June 30, 2015 and June 30, 2014, respectively. (Continued)51 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Net Pension Liability The political subdivision’s net pension liability was measured as of June 30, 2014. The total pension liability used to calculate the net pension liability was determined by an actuarial valuation performed as of June 30, 2013, using updated actuarial assumptions, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2014. Actuarial Assumptions –General Employees The total pension liability for General Employees in the Political Subdivision’s Retirement Plan was based on an actuarial valuation as of June 30, 2013, using the Entry Age Normal actuarial cost method and the following assumptions, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2014. Inflation 2.50% Salary increases, including inflation 3.50 –5.35% Investment rate of return 7.00%, net of pension plan investment expense, including inflation* * Administrative expenses as a percent of the market value of assets for the last experience study were found to be approximately 0.06% of the market assets for all of the VRS plans. This would provide an assumed investment return rate for GASB purposes of slightly more than the assumed 7.00%. However, since the difference was minimal, and a more conservative 7.00% investment return assumption provided a projected plan net position that exceeded the projected benefit payments, the long-term expected rate of return on investments was assumed to be 7.00% to simplify preparation of pension liabilities. Mortality rates: 14% of deaths are assumed to be service related. Largest 10 –Non-LEOS: Pre-Retirement: RP-2000 Employee Mortality Table Projected with Scale AA to 2020 with males set forward 4 years and females were set back 2 years. Post-Retirement: RP-2000 Combined Mortality Table Projected with Scale AA to 2020 with males set forward 1 year. Post-Disablement: RP-2000 Disability Life Mortality Table Projected to 2020 with males set back 3 years and no provision for future mortality improvement. (Continued)52 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Actuarial Assumptions –General Employees (Continued) All Others (Non 10 Largest) –Non-LEOS: Pre-Retirement: RP-2000 Employee Mortality Table Projected with Scale AA to 2020 with males set forward 4 years and females were set back 2 years. Post-Retirement: RP-2000 Combined Mortality Table Projected with Scale AA to 2020 with males set forward 1 year. Post-Disablement: RP-2000 Disability Life Mortality Table Projected to 2020 with males set back 3 years and no provision for future mortality improvement. The actuarial assumptions used in the June 30, 2013 valuation were based on the results of an actuarial experience study for the period from July 1, 2008 through June 30, 2012. Changes to the actuarial assumptions as a result of the experience study are as follows: Largest 10 –Non-LEOS: Update mortality table Decrease in rates of service retirement Decrease in rates of disability retirement Reduce rates of salary increase by 0.25% per year All Others (Non 10 Largest) –Non-LEOS: Update mortality table Decrease in rates of service retirement Decrease in rates of disability retirement Reduce rates of salary increase by 0.25% per year (Continued)53 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Actuarial Assumptions –Public Safety Employees The total pension liability for Public Safety employees in the Political Subdivision Retirement Plan was based on an actuarial valuation as of June 30, 2013, using the Entry Age Normal actuarial cost method and the following assumptions, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2014. Inflation 2.50% Salary increases, including inflation 3.50 –4.75% Investment rate of return 7.00%, net of pension plan investment expense, including inflation* * Administrative expenses as a percent of the market value of assets for the last experience study were found to be approximately 0.06% of the market assets for all of the VRS plans. This would provide an assumed investment return rate for GASB purposes of slightly more than the assumed 7.00%. However, since the difference was minimal, and a more conservative 7.00% investment return assumption provided a projected plan net position that exceeded the projected benefit payments, the long-term expected rate of return on investments was assumed to be 7.00% to simplify preparation of pension liabilities. Mortality rates: 60% of deaths are assumed to be service related. Largest 10 –LEOS: Pre-Retirement: RP-2000 Employee Mortality Table Projected with Scale AA to 2020 with males set back 2 years and females set back 2 years. Post-Retirement: RP-2000 Combined Mortality Table Projected with Scale AA to 2020 with males set forward 1 year. Post-Disablement: RP-2000 Disability Life Mortality Table Projected to 2020 with males set back 3 years and no provision for future mortality improvement. (Continued)54 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Actuarial Assumptions –Public Safety Employees (Continued) All Others (Non 10 Largest) –LEOS: Pre-Retirement: RP-2000 Employee Mortality Table Projected with Scale AA to 2020 with males set back 2 years and females set back 2 years. Post-Retirement: RP-2000 Combined Mortality Table Projected with Scale AA to 2020 with males set forward 1 year. Post-Disablement: RP-2000 Disability Life Mortality Table Projected to 2020 with males set back 3 years and no provision for future mortality improvement. The actuarial assumptions used in the June 30, 2013 valuation were based on the results of an actuarial experience study for the period from July 1, 2008 through June 30, 2012. Changes to the actuarial assumptions as a result of the experience study are as follows: Largest 10 –LEOS: Update mortality table Decrease in male rates of disability All Others (Non 10 Largest) –LEOS: Update mortality table Adjustments to rates of service retirement for females Increase in rates of withdrawal Decrease in male and female rates of disability (Continued)55 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Long-Term Expected Rate of Return The long-term expected rate of return on pension System investments was determined using a log-normal distribution analysis in which best-estimate ranges of expected future real rates of return (expected returns, net of pension System investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The target asset allocation and best estimate of arithmetic real rates of return for each major asset class are summarized in the following table: Weighted Arithmetic Average Long-Term Long-Term Expected Expected Target Rate of Rate of Asset Class (Strategy)Allocation Return Return U.S. Equity 19.50 % 6.46 % 1.26 % Developed Non U.S. Equity 16.50 % 6.28 % 1.04 % Emerging Market Equity 6.00 % 10.00 % 0.60 % Fixed Income 15.00 % 0.09 % 0.01 % Emerging Debt 3.00 % 3.51 % 0.11 % Rate Sensitive Credit 4.50 % 3.51 % 0.16 % 4.50 % 5.00 % 0.23 % Convertibles 3.00 % 4.81 % 0.14 % Public Real Estate 2.25 % 6.12 % 0.14 % Private Real Estate 12.75 % 7.10 % 0.91 % Private Equity 12.00 % 10.41 % 1.25 % Cash 1.00 %(1.50)%(0.02)% Total 100.00 %5.83 % Inflation 2.50 % *Expected arithmetic nominal return 8.33 % * Using stochastic projection results provides an expected range of real rates of return over various time horizons. Looking at one year results produces an expected real return of 8.33% but also has a high standard deviation, which means there is high volatility. Over larger time horizons the volatility declines significantly and provides a median return of 7.44%, including expected inflation of 2.50%. (Continued)56 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Discount Rate The discount rate used to measure the total pension liability was 7.00%. The projection of cash flows used to determine the discount rate assumed that System member contributions will be made per the VRS Statutes and the employer contributions will be made in accordance with the VRS funding policy at rates equal to the difference between actuarially determined contribution rates adopted by the VRS Board of Trustees and the member rate. Through the fiscal year ending June 30, 2018, the rate contributed by the employer for the Political Subdivision Retirement Plan will be subject to the portion of the VRS Board-certified rates that are funded by the Virginia General Assembly. From July 1, 2018 on, participating employers are assumed to contribute 100% of the actuarially determined contribution rates. Based on those assumptions, the pension plan’s fiduciary net position was projected to be available to make all projected future benefit payments of current active and inactive employees. Therefore the long-term expected rate of return was applied to all periods of projected benefit payments to determine the total pension liability. Changes in Net Pension Liability Increase (Decrease) Total Plan Net Pension Fiduciary Pension Liability Net Position Liability (a)(b)(a) –(b) Balances at June 30, 2013 $15,624,580 $13,113,366 $2,511,214 Changes for the year: Service cost 430,229 - 430,229 Interest 1,065,284 - 1,065,284 Differences between expected and actual experience - - - Contributions –employer - 307,429 (307,429) Contributions –employee - 184,601 (184,601) Net investment income - 2,045,884 (2,045,884) Benefit payments, including refunds of employee contributions (812,476)(812,476)- Administrative expenses - (11,195)11,195 Other changes - 108 (108) Net changes 683,037 1,714,351 (1,031,314) Balances at June 30, 2014 $16,307,617 $14,827,717 $1,479,900 (Continued)57 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Sensitivity of the Net Pension Liability to Changes in the Discount Rate The following presents the net pension liability of the political subdivision using the discount rate of 7.00%, as well as what the political subdivision’s net pension liability would be if it were calculated using a discount rate that is one percentage point lower (6.00%) or one percentage point higher (8.00%) than the current rate: 1.00%Current 1.00% Decrease Discount Increase (6.00%)Rate (7.00%)(8.00%) Political subdivision’s net pension liability $3,629,056 $1,479,900 $(298,251) Pension Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions For the year ended June 30, 2015, the political subdivision recognized pension expense of $187,757. At June 30, 2015, the political subdivision reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Outflows of Inflows of Resources Resources Differences between expected and actual experience $- $- Change in assumptions - - on pension plan investments - 911,642 Employer contributions subsequent to the measurement date 415,814 - Total $415,814 $911,642 (Continued)58 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 7.Defined Benefit Pension Plan (Continued) Deferred outflows of resources related to pensions resulting from the Political Subdivision’s contributions subsequent to the measurement date will be recognized as a reduction of the Net Pension Liability in the year ended June 30, 2016. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Reduction Year Ending to Pension June 30,Expense 2016 $227,910 2017 227,910 2018 227,910 2019 227,912 Thereafter - 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 employee’s 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. 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. (Continued)59 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 8.Other Postemployment Benefits (Continued) Annual OPEB Cost and Net OPEB Obligation The components of the Town’s annual OPEB cost (expense) are discussed below. The Annual Required Contribution (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 2015, the Town’s pay-as-you-go funding totaled $8,900 and resulted in a Net OPEB obligation of $105,158. The pay-as-you-go funding includes the Town’s contribution towards retiree health care premiums of $4,000, and an implicit subsidy of the retiree health care premiums created through the blending of active employee and retiree insurance rates. Annual required contribution $50,500 Interest on net OPEB obligation 2,229 Adjustment to annual required contribution (2,355) Annual OPEB cost 50,374 Less funding (8,900) Increase in net OPEB obligation 41,474 Net OPEB obligation-beginning of year 63,684 Net OPEB obligation-end of year $105,158 The Town’s annual OPEB cost, the percentage of annual OPEB cost contributed to the plan, and the net OPEB obligation for 2015, 2014,and 2013 are as follows: Fiscal Year Ended OPEB Cost Annual OPEB Cost Contributed Net OPEB Obligation June 30, 2015 $50,374 17.7%$105,158 June 30, 2014 40,076 56.4%63,684 June 30, 2013 39,990 93.2%46,208 Funded Status and Funding Progress As of January 1, 2015, the Town’s most recent actuarial valuation date, the unfunded actuarial accrued liability (UAAL) for benefits was $304,700, all of which was unfunded. The covered payroll (annual payroll of active employees covered by the plan) was $3,281,500, and the ratio of the UAAL to the covered payroll was 9.29%. 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)60 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 8.Other Postemployment Benefits (Continued) Annual OPEB Cost and Net OPEB Obligation (Continued) 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, 2015 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 2.50% inflation rate, a 3.50% discount rate, and an initial annual healthcare cost trend of 6.60% reduced by decrements each year to arrive at an ultimate healthcare cost trend rate of 4.50%. The unfunded accrued liability is being amortized over 30 years. The Town has selected an open amortization method. The amortization amount is determined as a level percentage of payroll. The remaining amortization period at June 30, 2015 is 30 years. 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 an agreed upon rate. This is a 30-year agreement and will expire in 2035. (Continued)61 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 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: 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. 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 2014-2015, total premiums paid were approximately $90,000. 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 2014-2015, total premiums paid were approximately $125,000. 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. (Continued)62 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 12.Risk Management (Continued) General Liability (Continued) There were no significant reductions in insurance coverage’s 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 2014-2015, total premiums paid were approximately $660,000. 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. 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. (Continued)63 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 13.Commitments and Contingencies (Continued) 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 advance payment 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 $50,000 current year contribution is included in principal retirement expenditures on the fund statement. Note 14.Major Customer/Taxpayer During fiscal year 2015, approximately 6% of the Town’s business-type revenues were generated by one industrial customer. Note 15.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: Inventories $2,947 Prepaids 56,870 59,817 Public safety 185,246 Greenway project 50,000 235,246 2,361,436 Total fund balance $2,656,499 (Continued)64 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 16.Adoption of New Standard and Prior Period Restatement The following is a summary of the restatements to net position: Governmental Activities Net position June 30, 2014, as previously stated $7,909,173 4, as restated $8,032,791 In addition, in the current year,the Town adopted GASB Statement No. 68, Accounting and Financial Reporting for Pensions—an Amendment of GASB Statement No. 27, as amended by GASB Statement No. 71. This standard 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 new 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. Comparative prior year information, to the extent presented, has not been restated because the necessary information is not available. The following is a summary of the restatements to net position, resulting from the adoption of GASB Statement No. 68: Governmental Water and Activities Sewer Fund Net position, July 1, 2014, per above $8,032,791 $5,244,819 Recognition of pension related liabilities and deferred outflows in accordance with GASB No. 68 (1,807,104)(396,681) July 1, 2014, as restated $6,225,687 $4,848,138 (Continued)65 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 17.New Accounting Standards The Governmental Accounting Standards Board (GASB) has issued the following Statements which are not yet effective. GASB Statement No. 72, Fair Value Measurement and Application addresses accounting and financial reporting issues related to fair value measurements. The definition of fair value is the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. This Statement provides guidance for determining a fair value measurement for financial reporting purposes. This Statement also provides guidance for applying fair value to certain investments and disclosures related to all fair value measurements. This Statement will be effective for the year ending June 30, 2016. GASB Statement No. 74, Financial Reporting for Postemployment Benefit Plans Other than Pensions improves the usefulness of information about postemployment benefits other than pensions (other postemployment benefits or OPEB) included in the general purpose external financial reports of state and local governmental OPEB plans for making decisions and assessing accountability. This Statement results from a comprehensive review of the effectiveness of existing standards of accounting and financial reporting for all postemployment benefits (pensions and OPEB) with regard to providing decision-useful information, supporting assessments of accountability and interperiod equity, and creating additional transparency. This Statement will be effective for the year ending June 30, 2017. GASB Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions improves accounting and financial reporting by state and local governments for postemployment benefits other than pensions (other postemployment benefits or OPEB). It also improves information provided by state and local governmental employers about financial support for OPEB that is provided by other entities. This Statement results from a comprehensive review of the effectiveness of existing standards of accounting and financial reporting for all postemployment benefits (pensions and OPEB) with regard to providing decision-useful information, supporting assessments of accountability and interperiod equity, and creating additional transparency. This Statement will be effective for the year ending June 30, 2018. GASB Statement No. 76, The Hierarchy of Generally Accepted Accounting Principles for State and Local Governments identifies—in the context of the current governmental financial reporting environment—the hierarchy of generally accepted accounting principles (GAAP). The “GAAP hierarchy” consists of the sources of accounting principles used to prepare financial statements of state and local governmental entities in conformity with GAAP and the framework for selecting those principles. This Statement reduces the GAAP hierarchy to two categories of authoritative GAAP and addresses the use of authoritative and nonauthoritative literature in the event that the accounting treatment for a transaction or other event is not specified within a source of authoritative GAAP. This Statement will be effective for the year ending June 30, 2016 and should be applied retroactively. Earlier application is permitted. 66 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2015 Note 17.New Accounting Standards (Continued) GASB Statement No. 77, Tax Abatement Disclosures, requires governments to disclose information about the nature and magnitude of tax abatements granted to a specific taxpayer, typically for the purpose of economic development. This does not cover programs that reduce the tax liabilities of broad classes of taxpayers, such as senior citizens or veterans, and which are not the product of individual agreements with each taxpayer. The Statement does not consider issues related to recognition. This Statement will be effective for the year ending June 20, 2017. Management has not yet evaluated the effects, if any, of adopting these standards. 67 REQUIRED SUPPLEMENTARY INFORMATION EXHIBIT 11 Total Pension Liability Service cost 430,229$ Interest on total pension liability 1,065,284 Benefit payments, including refunds of employee contributions (812,476) Net change in total pension liability 683,037 Total pension liability - beginning 15,624,580 Total pension liability - ending 16,307,617$ Plan Fiduciary Net Position Contributions - employer 307,429$ Contributions - employee 184,601 Net investment income 2,045,884 Benefit payments, including refunds of employee contributions (812,476) Administrative expenses (11,195) Other 108 Net change in plan fiduciary net position 1,714,351 Plan fiduciary net position - beginning 13,113,366 Plan fiduciary net position - ending 14,827,717$ Net pension liability - ending 1,479,900$ Plan fiduciary net position as a percentage of total pension liability 91% Covered employee payroll 3,353,343$ Net pension liability as a percentage of covered employee payroll 44% TOWN OF VINTON, VIRGINIA SCHEDULE OF CHANGES IN NET PENSION LIABILITY AND RELATED RATIOS June 30, 2015 REQUIRED SUPPLEMENTARY INFORMATION Schedule is intended to show information for 10 years. Since 2015 is the first year for this presentation, no other data is available. However, additional years will be included as they become available. The Notes to Required Supplementary Information are an integral part of this statement. 68 EXHIBIT 12 Year Ended June 30 Actuarially Determined Contribution (1) Contributions in Relation to Actuarially Determined Contribution (2) Contribution Deficiency (Excess) (3) Covered (4) percentage of Covered Payroll (5) 2015 415,814$ 415,814$ -$ 3,353,343$ 12.40% TOWN OF VINTON, VIRGINIA SCHEDULE OF PENSION CONTRIBUTIONS June 30, 2015 REQUIRED SUPPLEMENTAL INFORMATION Schedule is intended to show information for 10 years. Since 2015 is the first year for this presentation, no other data is available. However, additional years will be included as they become available. The Notes to Required Supplementary Information are an integral part of this statement. 69 EXHIBIT 13 (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, 2015 -$ 304,700$ 304,700$ 0.00%3,281,500$ 9.29% 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 SCHEDULE OF FUNDING PROGRESS - OPEB June 30, 2015 70 71 TOWN OF VINTON, VIRGINIA NOTES TO REQUIRED SUPPLEMENTARY INFORMATION June 30, 2015 Note 1.Changes of Benefit Terms There have been no significant changes to the Virginia Retirement System (System) benefit provisions since the prior actuarial valuation. A hybrid plan with changes to the defined benefit plan structure and a new defined contribution component were adopted in 2012 (fiscal year 2014 for the teacher cost sharing pool). The hybrid plan applies to most new employees hired on or after January 1, 2014 and not covered by enhanced hazardous duty benefits. The liabilities presented do not reflect the hybrid plan since it covers new members joining the System after the valuation date of June 30, 2013, and the impact on the liabilities as of the measurement date of June 30, 2014 are minimal. Note 2.Changes of Assumptions The following changes in actuarial assumptions were made effective June 30, 2013 based on the most recent experience study of the System for the four-year period ending June 30, 2012: Largest 10 –Non-LEOS: -Update mortality table -Decrease in rates of service retirement -Decrease in rates of disability retirement -Reduce rates of salary increase by 0.25% per year Largest 10 –LEOS: -Update mortality table -Decrease in male rates of disability All Others (Non 10 Largest) –Non-LEOS: -Update mortality table -Decrease in rates of service retirement -Decrease in rates of disability retirement -Reduce rates of salary increase by 0.25% per year All Others (Non 10 Largest) –LEOS: -Update mortality table -Adjustments to rates of service retirement for females -Increase in rates of withdrawal -Decrease in male and female rates of disability Teacher cost-sharing pool -Update mortality table -Adjustments to the rates of service retirement -Decrease in rates of withdrawals for 3 through 9 years of service -Decrease in rates of disability -Reduce rates of salary increase by 0.25% per year THIS PAGE INTENTIONALLY BLANK 72 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. The Town implemented GASB Statement 68 and restated beginning net position for 2015. The restatement is not included in the prior year data. 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: Reports for the relevant year. TABLE 1 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 Governmental activities Net investment in capital assets 5,929,925$ 5,427,254$ 5,704,050$ 5,919,643$ 6,316,937$ 6,760,474$ 7,365,632$ 7,763,470$ 7,500,994$ 7,237,168$ Restricted 235,246 190,161 91,676 - 20,053 20,000 20,000 20,000 20,000 20,000 Unrestricted 499,226 2,291,758 2,219,240 1,972,859 1,491,375 1,362,770 1,650,476 2,451,898 3,431,442 3,238,092 Total governmental activities net position 6,664,397$ 7,909,173$ 8,014,966$ 7,892,502$ 7,828,365$ 8,143,244$ 9,036,108$ 10,235,368$ 10,952,436$ 10,495,260$ Business-type activities Net investment in capital assets 5,184,003$ 4,834,097$ 4,853,969$ 4,838,640$ 5,019,517$ 5,437,639$ 5,342,230$ 5,497,604$ 5,555,583$ 6,072,220$ Unrestricted 117,415 410,722 394,976 339,523 661,273 297,150 968,176 1,255,035 1,837,429 1,882,467 Total business-type activities net position 5,301,418$ 5,244,819$ 5,248,945$ 5,178,163$ 5,680,790$ 5,734,789$ 6,310,406$ 6,752,639$ 7,393,012$ 7,954,687$ Primary government Net investment in capital assets 11,113,928$ 10,261,351$ 10,558,019$ 10,758,283$ 11,336,454$ 12,198,113$ 12,707,862$ 13,261,074$ 13,056,577$ 13,309,388$ Restricted 235,246 190,161 91,676 - 20,053 20,000 20,000 20,000 20,000 20,000 Unrestricted 616,641 2,702,480 2,614,216 2,312,382 2,152,648 1,659,920 2,618,652 3,706,933 5,268,871 5,120,559 Total primary government net position 11,965,815$ 13,153,992$ 13,263,911$ 13,070,665$ 13,509,155$ 13,878,033$ 15,346,514$ 16,988,007$ 18,345,448$ 18,449,947$ Note: TOWN OF VINTON, VIRGINIA NET POSITION BY COMPONENT Last Ten Fiscal Years (accrual basis of accounting) 73 TABLE 2 (Continued) 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 Expenses Governmental activities General government 927,954$ 962,341$ 942,315$ 948,803$ 934,388$ 1,023,227$ 1,037,073$ 906,072$ 1,842,084$ 758,537$ Public safety 3,418,566 3,339,148 3,238,361 3,214,622 3,397,562 3,446,746 3,593,946 3,407,536 3,454,713 2,973,885 Public works 2,021,994 1,993,713 2,074,464 2,062,430 2,243,111 2,457,832 2,455,754 2,905,249 2,058,379 1,583,537 Parks, recreation, and cultural 621,897 635,252 588,649 553,866 583,569 617,778 610,756 575,895 300,854 456,343 Community development 427,409 575,557 398,517 1,034,510 339,983 393,160 339,304 227,303 218,941 206,510 Interest on long-term debt 193,242 200,584 143,455 183,672 194,159 203,787 211,189 220,551 188,966 140,534 Total governmental activities 7,611,062 7,706,595 7,385,761 7,997,903 7,692,772 8,142,530 8,248,022 8,242,606 8,063,937 6,119,346 Business-type activities Water and sewer 2,994,485 3,174,896 2,946,127 3,044,342 3,002,964 3,238,927 3,189,315 3,148,236 3,035,847 2,380,728 Total business-type activities expense 2,994,485 3,174,896 2,946,127 3,044,342 3,002,964 3,238,927 3,189,315 3,148,236 3,035,847 2,380,728 Total primary government expenses 10,605,547$ 10,881,491$ 10,331,888$ 11,042,245$ 10,695,736$ 11,381,457$ 11,437,337$ 11,390,842$ 11,099,784$ 8,500,074$ Program Revenues Governmental activities Charges for services Public safety 72,356$ 88,364$ 89,115$ 91,196$ 119,870$ 108,187$ 172,357$ 128,216$ 231,207$ 203,532$ Public works 110,295 110,425 110,115 110,460 110,380 110,175 132,382 114,274 110,220 114,267 Other activities 570,459 554,666 495,133 440,883 466,306 489,901 436,835 450,338 370,838 502,979 Operating grants and contributions 1,426,127 1,382,744 1,287,108 1,281,998 1,318,394 1,366,971 1,454,813 1,691,163 1,282,244 1,102,340 Capital grants and contributions 384,074 114,966 53,749 66,545 75,188 8,034 2,146 91,590 1,337,016 123,240 Total governmental activities program revenues 2,563,311 2,251,165 2,035,220 1,991,082 2,090,138 2,083,268 2,198,533 2,475,581 3,331,525 2,046,358 Business-type activities Charges for services Water and sewer 3,195,850 3,002,970 2,754,147 2,753,851 2,672,156 2,439,634 2,289,754 2,255,505 2,274,224 2,143,032 Capital grants and contributions - - - - - - 303,556 - 48,540 - Total business-type activities program revenues 3,195,850 3,002,970 2,754,147 2,753,851 2,672,156 2,439,634 2,593,310 2,255,505 2,322,764 2,143,032 Total primary government program revenues 5,759,161$ 5,254,135$ 4,789,367$ 4,744,933$ 4,762,294$ 4,522,902$ 4,791,843$ 4,731,086$ 5,654,289$ 4,189,390$ Net (expense) revenue Governmental activities (5,047,751)$ (5,455,430)$ (5,350,541)$ (6,006,821)$ (5,602,634)$ (6,059,262)$ (6,049,489)$ (5,767,025)$ (4,732,412)$ (4,072,988)$ Business-type activities 201,365 (171,926) (191,980) (290,491) (330,808) (799,293) (596,005) (892,731) (713,083) (237,696) Total primary government net expense (4,846,386)$ (5,627,356)$ (5,542,521)$ (6,297,312)$ (5,933,442)$ (6,858,555)$ (6,645,494)$ (6,659,756)$ (5,445,495)$ (4,310,684)$ (Continued) TOWN OF VINTON, VIRGINIA CHANGE IN NET POSITION BY COMPONENT Last Ten Fiscal Years (accrual basis of accounting) 74 TABLE 2 (Continued) 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 TOWN OF VINTON, VIRGINIA CHANGE IN NET POSITION BY COMPONENT Last Ten Fiscal Years (accrual basis of accounting) General Revenues and Other Changes in Net Position Governmental activities: Taxes Property taxes 539,764$ 448,349$ 453,135$ 510,558$ 429,409$ 419,401$ 434,176$ 467,806$ 411,866$ 397,200$ Sales tax 1,320,700 1,287,437 1,284,455 1,247,566 1,171,590 1,113,322 1,132,519 1,132,083 1,148,136 1,065,843 Business license tax 489,749 517,111 491,996 460,638 454,636 456,536 437,797 452,672 413,400 403,818 Meals tax 912,713 900,591 912,226 909,814 864,448 842,384 861,286 860,961 806,916 715,267 Other taxes 561,080 628,177 692,669 698,412 734,316 755,808 386,703 338,292 397,014 423,145 Utilities tax 782,869 787,097 785,555 782,487 801,264 803,044 795,268 804,812 790,308 719,289 Intergovernmental revenue not restricted 768,956 756,199 807,117 773,617 748,815 664,975 631,320 679,009 755,599 437,496 Investment earnings not restricted 15,438 14,540 4,434 3,020 1,904 3,187 28,917 112,672 210,193 147,368 Restricted investment earnings 60,746 59,628 - - - - 187 11,087 145,554 113,317 Gain on disposal of property 7,444 6,516 - - - - - - - 51,366 Other 27,002 21,752 41,418 184,846 81,373 29,275 16,038 77,077 48,702 27,774 Transfers - - - 500,000 - 78,466 126,018 113,486 61,900 7,500 Total governmental activities 5,486,461 5,427,397 5,473,005 6,070,958 5,287,755 5,166,398 4,850,229 5,049,957 5,189,588 4,509,383 Business-type activities: Investment earnings not restricted - 7 66 414 1,174 1,824 16,719 67,772 110,024 76,855 Restricted investment earnings 1,353 5,301 762 91 427 1,727 26,873 47,234 - - Other 250,562 255,135 261,934 287,359 275,208 298,591 236,198 250,838 103,284 53,011 Transfers - - - (500,000) - (78,466) (126,018) (113,486) (61,900) (7,500) Total business-type activities 251,915 260,443 262,762 (212,136) 276,809 223,676 153,772 252,358 151,408 122,366 Total primary government 5,738,376$ 5,687,840$ 5,735,767$ 5,858,822$ 5,564,564$ 5,390,074$ 5,004,001$ 5,302,315$ 5,340,996$ 4,631,749$ Changes in Net Position Governmental activities 438,710$ (28,033)$ 122,464$ 64,137$ (314,879)$ (892,864)$ (1,199,260)$ (717,068)$ 457,176$ 436,395$ Business-type activities 453,280 88,517 70,782 (502,627) (53,999) (575,617) (442,233) (640,373) (561,675) (115,330) Total primary government 891,990$ 60,484$ 193,246$ (438,490)$ (368,878)$ (1,468,481)$ (1,641,493)$ (1,357,441)$ (104,499)$ 321,065$ Note: Water and sewer charges for service is the Town’s most significant source of own-source revenue. 75 TABLE 3 2010 2009 2008 2007 2006 Pre-GASB 54 implementation: General Fund Reserved 361,090$ 272,645$ 314,902$ 2,835,003$ 4,625,979$ Unreserved 1,322,095 1,698,851 2,439,625 1,747,348 2,927,980 Total general fund 1,683,185$ 1,971,496$ 2,754,527$ 4,582,351$ 7,553,959$ 2015 2014 2013 2012 2011 Post-GASB 54 implementation: General Fund Nonspendable 59,817$ 60,358$ 19,101$ 62,746$ 66,341$ Restricted 235,246 190,161 274,908 17,068 372,271 Assigned - - - - 100,000 Unassigned 2,361,436 2,919,657 2,837,802 2,584,947 1,196,789 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) 76 TABLE 4 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 Revenues Taxes 4,469,823$ 4,562,633$ 4,597,882$ 4,529,953$ 4,467,158$ 4,345,947$ 4,049,513$ 4,084,586$ 3,914,205$ 3,726,456$ Permits, privilege fees, and regulatory licenses 12,403 9,085 10,861 9,273 10,242 12,116 11,321 14,035 10,852 10,029 Fines and forfeitures 56,503 75,059 73,107 75,989 102,566 94,548 116,463 102,720 103,816 93,022 Revenue from use of money and property 197,241 198,625 105,998 105,666 118,560 156,533 201,341 298,369 527,343 436,303 Charges for services 438,558 407,900 387,049 333,832 355,606 328,116 319,293 270,521 190,513 323,882 Other 129,124 149,957 72,337 18,522 16,860 3,562 4,638 4,718 10,740 5,175 Intergovernmental 2,411,620 2,243,120 2,239,992 2,303,286 2,303,732 2,170,790 2,230,602 2,590,575 3,491,179 1,903,599 Total revenues 7,715,272 7,646,379 7,487,226 7,376,521 7,374,724 7,111,612 6,933,171 7,365,524 8,248,648 6,498,466 Expenditures General government 668,082 645,071 632,136 618,951 628,386 641,853 652,359 695,916 660,932 629,650 Public safety 3,313,099 3,201,533 3,005,917 2,948,155 3,250,590 3,200,859 3,259,980 3,379,924 3,209,720 2,813,661 Public works 1,918,439 1,795,602 1,892,656 1,834,120 1,990,381 2,164,328 2,219,226 2,357,040 1,779,490 1,479,899 Parks, recreation, and cultural 617,934 620,636 547,604 518,579 551,240 574,215 571,291 511,481 294,221 445,612 Community development 604,476 468,678 386,592 544,245 333,617 365,366 316,267 221,764 217,263 206,379 Capital projects 551,936 140,478 542,235 160,752 114,309 90,570 384,982 1,962,873 5,899,542 907,147 Debt service: Principal retirement 379,843 372,923 335,766 267,595 260,501 253,500 241,585 208,404 154,021 148,208 Interest and fiscal charges 182,584 186,377 174,699 185,715 195,608 205,189 212,090 208,912 202,495 157,905 Bond issuance costs - - 36,638 - - - - 1,856 - - Total expenditures 8,236,393 7,431,298 7,554,243 7,078,112 7,324,632 7,495,880 7,857,780 9,548,170 12,417,684 6,788,461 Excess (deficiency) of revenues over expenditures (521,121) 215,081 (67,017) 298,409 50,092 (384,268) (924,609) (2,182,646) (4,169,036) (289,995) Other Financing Sources (Uses) Proceeds from long-term debt - - 2,411,641 - - - - - 1,045,000 755,000 Premium on issuance of debt - - - - - - - - 45,554 19,237 Payments to refunded bond escrow agent - - (2,190,889) - - - - - - - Proceeds from capital lease - - 313,315 - - - - 227,500 - - Proceeds from sale of capital assets 7,444 6,516 - 130,951 2,124 17,491 15,560 13,836 4,825 51,366 Transfers in - - - 500,000 - 78,466 126,018 113,486 61,900 7,500 Total other financing sources 7,444 6,516 534,067 630,951 2,124 95,957 141,578 354,822 1,157,279 833,103 Net change in fund balances (513,677)$ 221,597$ 467,050$ 929,360$ 52,216$ (288,311)$ (783,031)$ (1,827,824)$(3,011,757)$543,108$ Debt service as a percentage of noncapital expenditures 7.50% 7.58% 7.21% 6.49% 6.33% 6.19% 6.07% 5.53% 5.47% 5.20% TOWN OF VINTON, VIRGINIA CHANGES IN FUND BALANCES - GOVERNMENTAL FUND Last Ten Fiscal Years (modified accrual basis of accounting) 77 TABLE 5 Public Total Total Actual Value as a Fiscal Real Personal Machinery Service Mobile Assessed Direct Tax Taxable Percentage of Year Estate Property and Tools Corporation Homes Value Rate Value Assessed Value 2015 458,804,800$ 45,024,930$6,934,930$ 17,364,350$42,930$ 528,171,940$0.06$ 528,171,940$ 100% 2014 455,632,200 45,223,230 6,882,820 13,713,107 45,720 521,497,077 0.06 521,497,077 100 2013 456,795,100 43,698,440 7,310,490 14,385,245 47,520 522,236,795 0.06 522,236,795 100 2012 465,957,200 43,682,200 7,232,260 15,347,180 46,800 532,265,640 0.06 532,265,640 100 2011 469,499,100 43,392,270 7,232,700 15,191,110 47,740 535,362,920 0.06 535,362,920 100 2010 468,470,600 42,803,545 7,303,000 15,632,460 48,190 534,257,795 0.06 534,257,795 100 2009 463,014,500 47,556,110 7,191,835 14,933,569 51,675 532,747,689 0.06 532,747,689 100 2008 447,926,300 42,858,012 7,068,115 13,074,644 56,500 510,983,571 0.06 510,983,571 100 2007 429,817,400 40,691,155 7,665,980 14,387,422 60,775 492,622,732 0.06 492,622,732 100 2006 400,424,300 40,889,135 7,231,595 14,041,122 66,340 462,652,492 0.06 462,652,492 100 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 78 TABLE 6 Percentage Percentage of Total Town of Total Town Customer Revenue Rank Revenue Revenue Rank Revenue Precision Fabrics Group, Inc.191,920$ 1 5.88% 160,955$ 1 8.74% Aramark 129,481 2 3.97 59,279 2 3.22 Cardinal Glass 110,933 3 3.58 33,086 3 1.80 The Berkshire 63,940 4 1.96 22,352 4 1.21 Blue Ridge Manor Apartments 44,825 5 1.37 19,919 5 1.08 Clearview Manor 28,273 6 0.87 12,358 7 0.67 Roanoke County Schools 27,247 7 0.84 17,554 6 0.95 RGM 20,121 8 0.62 9,858 9 0.54 Richard Dickerson/RL Mansard Sq 19,153 9 0.59 10,344 8 0.56 F & W Management 18,001 10 0.55 685 10 0.04 653,894$ 346,390$ Source: Town of Vinton Finance Department 1) FY 2015 % was based on total water and sewer revenue of $3,262,352 2) FY 2006 % was based on total water and sewer revenue of $1,841,667 Fiscal Year 2015 Fiscal Year 2006 TOWN OF VINTON, VIRGINIA PRINCIPAL WATER AND SEWER CUSTOMERS Current Year and Nine Years Ago 79 TABLE 7 Fiscal Year Taxes Levied Collections Ended for the Percentage in Subsequent Percentage June 30,Fiscal Year Amount of Levy Years Amount of Levy 2015 736,979$ 650,501$ 88.27%-$ 650,501$ 88.27% 2014 645,360 610,294 94.57 12,010 610,294 94.57 2013 635,711 598,141 94.09 13,626 611,767 96.23 2012 637,626 600,406 94.16 13,528 613,934 96.28 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 609,402 589,069 96.66 16,229 605,298 99.33 2008 634,952 623,656 98.22 5,946 629,602 99.16 2007 605,599 591,286 97.64 10,024 601,310 99.29 2006 593,382 577,065 97.25 5,765 582,830 98.22 Source: Detailed Town property tax records. Note: The Town increased the real estate tax rate from $0.03 to $0.07 in 2015 TOWN OF VINTON, VIRGINIA PROPERTY TAX LEVIES AND COLLECTIONS Last Ten Fiscal Years Total Collections to Date Collected within the Fiscal Year of the Levy 80 TABLE 8 Fiscal Year Water Sewer Water Sewer 2015 18.85$ 27.68$ 9.43$ 13.84$ 2014 17.31 25.42 8.66 12.71 2013 15.92 23.39 7.97 11.68 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 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 81 TABLE 9 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 Debt limit 52,817,194$ 52,149,708$ 51,809,508$ 53,226,564$ 53,536,292$ 53,425,780$ 53,274,769$ 44,792,630$ 42,981,740$ 40,042,300$ Total net debt applicable to limit 8,344,738 8,959,814 10,118,536 7,125,222 7,103,808 7,548,025 7,978,160 8,394,491 8,753,625 7,140,228 Legal debt margin 44,472,456$ 43,189,894$ 41,690,972$ 46,101,342$ 46,432,484$ 45,877,755$ 45,296,609$ 36,398,139$ 34,228,115$ 32,902,072$ Total net debt applicable to the limit as a percentage of debt limit 15.80% 17.18% 19.53% 13.39% 13.27% 14.13% 14.98% 18.74% 20.37% 17.83% Legal Debt Margin Calculation for Fiscal Year 2015 Assessed value 528,171,940$ Debt limit (10% of assessed value)52,817,194$ Less debt applicable to limit: General obligation bonds 8,344,738 Legal debt margin 44,472,456$ Note: TOWN OF VINTON, VIRGINIA LEGAL DEBT MARGIN INFORMATION Last Ten Fiscal Years 82 TABLE 10 Fiscal General Obligation Revenue Capital Obligations General Obligation Revenue Obligations Year 1 Bonds1 Leases Payable Total Bonds1 Bonds1 Payable Total 2015 3,488,651$ -$ 159,415$ 385,080$ 4,033,146$ 4,892,861$ 2,150,851$ 294,516$ 7,338,228$ 2014 3,724,405 - 209,262 442,548 4,376,215 5,235,409 2,225,000 - 7,460,409 2013 3,993,409 - 257,549 425,000 4,675,958 6,125,127 2,340,000 - 8,465,127 2012 2,700,000 1,360,000 - 475,000 4,535,000 3,950,222 2,450,000 - 6,400,222 2011 2,845,000 1,435,000 47,595 - 4,327,595 4,258,808 2,555,000 - 6,813,808 2010 2,990,000 1,505,000 93,096 - 4,588,096 4,558,026 2,655,000 - 7,213,026 2009 3,130,000 1,575,000 136,595 - 4,841,595 4,848,160 2,750,000 - 7,598,160 2008 3,265,000 1,640,000 178,180 - 5,083,180 5,129,491 2,750,000 - 7,879,491 2007 3,360,000 1,700,000 4,084 - 5,064,084 5,393,625 - - 5,393,625 2006 2,410,000 1,735,000 28,105 - 4,173,105 4,730,228 - - 4,730,228 Percentage Percentage of of Estimated Bonded Debt Total Taxable Actual Value Per Capita Per Capita Fiscal Total Primary Assessed of Taxable Bonded Debt Personal to Per Capita Year Government Value Property Populatation Per Capita Income Personal Income 2015 11,371,374$ 528,171,940$ 2.15%8,151 1,395$ 43,418$ 3.21% 2014 11,836,624 521,497,080 2.27 8,151 1,452 42,288 3.43 2013 13,141,085 518,095,080 2.54 8,092 1,624 40,688 3.99 2012 10,935,222 532,265,640 2.05 8,130 1,345 39,866 3.37 2011 11,141,403 535,362,920 2.08 8,098 1,376 39,315 3.50 2010 11,801,122 534,257,800 2.21 7,814 1,510 39,315 3.84 2009 12,439,755 532,747,690 2.34 7,876 1,579 39,315 4.02 2008 12,962,671 447,926,300 2.89 7,905 1,640 41,019 4.00 2007 10,457,709 429,817,400 2.43 7,922 1,320 37,324 3.54 2006 8,903,333 400,423,000 2.22 7,782 1,144 35,978 3.18 Note: Assessed value of property can be found in Table 5. Note: Population and Personal Income can be found in Table 12. 1 Includes bond premiums TOWN OF VINTON, VIRGINIA RATIOS OF OUTSTANDING DEBT BY TYPE Last Ten Fiscal Years Business Type Activities Governmental Activities 83 TABLE 11 Less:Net Fiscal Gross Operating Available Year Revenue (1)Revenue Principal (2)Interest Coverage 2015 3,447,765$ 2,115,736$ 1,332,029$ 462,548$ 205,509$ 1.99 2014 3,263,413 2,261,529 1,001,884 504,718 256,920 1.32 2013 3,016,909 2,129,633 887,276 428,247 215,281 1.38 2012 3,041,715 2,187,683 854,032 413,586 232,992 1.32 2011 2,948,965 2,140,766 808,199 399,218 225,689 1.29 2010 2,741,776 2,361,718 380,058 385,135 195,038 0.66 2009 2,873,100 2,312,595 560,505 281,331 213,792 1.13 2008 2,621,349 2,321,983 299,366 272,788 222,032 0.60 2007 2,536,072 2,257,517 278,555 150,660 172,534 0.86 2006 2,272,898 1,848,989 423,909 123,952 94,285 1.94 (1) Excluding depreciation, interest, and amortization (2) Excluding refunded principal payments 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. 84 TABLE 12 Fiscal Total Per Capita Public Year Personal Personal School Unemployment Ended Population (1)Income (2) Income (2) Enrollment (3)Rate (4) 2015 8,151 5,159,100$ 43,418$ 14,384 4.50% 2014 8,151 4,984,547 42,288 14,333 5.50 2013 8,092 4,789,030 40,688 14,369 5.90 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 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 2015 at www.bea.gov/regional/docs/income. 85 TABLE 13 Percentage Percentage of Total Town of Total Town Employer Employees Rank Employment Employees Rank Employment Precision Fabrics Group, Inc.200 1 2.45%341 1 4.38% Berkshire 198 2 2.43 190 3 2.44 Kroger 180 3 2.21 159 4 2.04 Roanoke County Schools (Vinton)146 4 1.79 171 2 2.20 McDonalds 98 5 1.20 N/A N/A N/A Town of Vinton 84 6 1.03 89 6 1.14 Aramark Uniform Services 72 7 0.88 120 5 1.54 Lancerlot 50 8 0.61 N/A N/A N/A Woods Service Center 40 9 0.49 N/A N/A N/A Carilion Clinic Family Medicine 36 10 0.44 N/A N/A N/A 1,104 13.53 1,070 13.74 Source: Total TOV Employment – Roanoke Valley Regional Commission (Planning) N/A - Not Available Fiscal Year 2015 Fiscal Year 2006 TOWN OF VINTON, VIRGINIA PRINCIPAL EMPLOYERS Current Year and Nine Years Ago 86 TABLE 14 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 Function/Program General government Management services 4 4 4 4 4 4 4 3 4 4 Finance 6 6 6 6 5 5 5 5 5 5 Planning 3 3 3 3 3 3 3 3 3 3 Police Officers 22 24 24 24 25 24 24 24 25 21 Civilians 2 2 2 2 2 10 10 10 7 11 Fire Firefighters and officers 11 10 9 9 9 9 9 9 9 9 Other public works 31 32 32 32 34 33 33 32 34 31 Parks, recreation, and cultural 2 3 3 3 3 3 3 2 2 5 Total 81 84 83 83 85 91 91 88 89 89 Source: Town of Vinton Finance Department TOWN OF VINTON, VIRGINIA FULL-TIME EQUIVALENT TOWN GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAM Last Ten Fiscal Years 87 TABLE 15 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 Function/Program General government Fleet equipment 133 133 117 117 117 117 117 62 62 60 Pieces of equipment maintained 133 133 117 117 117 117 117 62 62 60 Public safety: Police Arrests 507 578 582 667 546 531 658 598 504 600 Parking violations 52 64 48 56 82 139 84 62 16 135 Traffic violations 1,143 1,603 1,408 1,734 1,933 2,431 3,088 3,034 3,087 2,743 EMS Emergency responses 2,615 2,735 2,654 2,872 2,319 2,219 2,369 2,397 2,459 1,536 Fire Emergency responses 278 623 306 677 514 476 764 1,038 673 1,900 Public works Refuse collection Refuse collected (tons per day)12.55 12.78 12.92 12.75 12.70 14.00 15.90 18.10 19.00 17.30 Recyclables collected (tons per day)0.65 0.70 0.68 2.00 2.00 1.60 1.60 1.70 1.30 1.80 Other public works Street resurfacing (miles)- 1.30 2.17 1.80 1.80 1.90 3.50 11.10 - - 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 Closed Closed Closed 20,000 20,000 20,000 20,000 4th of July 5,000 5,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 (Co-Sponsor Roanoke County)Closed Closed Closed Closed Closed 5,000 5,000 5,000 5,000 5,000 (Co-Sponsor Chamber of Commerce)9,000 6,000 6,000 6,000 6,000 6,000 6,000 6,000 6,000 6,000 Water Number of customer accounts 5,074 5,085 5,071 5,051 5,044 5,040 5,022 4,985 4,984 4,916 Miles of distribution lines 61 61 61 61 61 61 61 60 60 56 Volume pumped (million gallons per day average)1.23 1.14 1.21 1.23 1.26 1.47 1.04 1.29 1.26 1.30 Sewer Number of customer accounts 4,639 4,642 4,636 4,607 4,610 4,609 4,600 4,571 4,573 4,511 Miles of collection lines 60 60 60 60 60 60 60 59 57 54 Waste/Water treated (million gallons per day)1.19 0.92 0.96 0.99 1.09 1.27 1.04 1.24 1.20 1.20 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. Source: TOWN OF VINTON, VIRGINIA OPERATING INDICATORS BY FUNCTION/PROGRAM Last Ten Fiscal Years 88 TABLE 16 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 Function/Program Public safety Law enforcement vehicles 26 25 25 26 27 27 29 27 19 20 Fire stations 1 1 1 1 1 1 1 1 1 1 Public works Primary streets (lane miles)21.62 21.66 21.62 21.62 21.62 21.62 21.62 21.62 18.28 18.78 Secondary streets (lane miles)66.32 66.32 66.32 66.32 66.32 66.32 66.32 66.32 68.78 65.96 Streetlights 502 500 500 500 500 500 500 500 500 500 Parks, recreation, and cultural Community centers (No. of Events/Attendance)240/3990 223/3,965 253/3775 231/4033 174/3396 1/18 240/4236 180/3600 180/3600 180/3600 Charles R. Hill Center (Rentals)291 289 437 299 218 295 351 205 257 227 Skate Park Closed Closed Closed Closed Closed Closed Closed 2,400 2,400 2,400 Vinton War Memorial 235 282 301 200 202 271 277 151 - - Parks/athletic fields (TOV owned-Leased to Rke County)N/A N/A N/A N/A N/A N/A 37/3000 N/A N/A N/A Jaycee Field (Seasonal ballgames)Closed Closed Closed Closed Closed Closed Closed Closed Closed Closed 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 N/A N/A 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 6,000 6,000 6,000 5,000 6,000 Vinton Municipal Pool 7,977 8,458 10,562 10,176 12,246 11,270 11,000 11,000 7,100 7,147 Water and sewer Water mains (miles)61 61 61 61 61 61 61 60 60 56 Sanitary sewers (miles)60 60 60 60 60 60 60 59 59 54 Stormwater Storm sewers (miles)12 12 12 12 12 12 12 12 12 11 Signalized Street Intersections Traffic Signals (each)11 11 11 11 11 11 11 11 11 11 Source: TOWN OF VINTON, VIRGINIA CAPITAL ASSET AND INFRASTRUCTURE STATISTICS BY FUNCTION/PROGRAM Last Ten Fiscal Years 89 90 COMPLIANCE SECTION 91 Your Success is Our Focus 319 McClanahan Street, S.W. • Roanoke, Virginia 24014-1711 • 540-345-0936 • Fax: 540-342-6181 • www.BEcpas.com INDEPENDENT AUDITOR’S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To the Honorable Members of the Town Council Town of Vinton,Virginia We have audited, 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 Specifications for Audits of Counties, Cities, and Towns issued by the Auditor of Public Accounts of the Commonwealth of Virginia, the financial statements of the governmental activities, the business-type activities, and each major fund of the Town of Vinton, Virginia (the “Town”), as of and for the year ended June 30, 2015, and the related notes to the financial statements, which collectively comprise the Town’s basic financial statements and have issued our report thereon dated November 9, 2015. Internal Control over Financial Reporting In planning and performing our audit of the financial statements, we considered the Town’s internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of Town’s internal control. Accordingly, we do not express an opinion on the effectiveness of Town’s internal control. Our consideration of internal control was for the limited purpose described in the preceding paragraph and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies may exist that were not identified. However, as described in the accompanying schedule of findings and responses, we identified a certain deficiency in internal control that we consider to be a material weakness. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct,misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis.A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance.We consider the deficiency described in the accompanying schedule of findings and responses as item 07-1 to be a material weakness. 92 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. Town of Vinton’s Responses to Findings The Town of Vinton’s responses to the findings identified in our audit are described in the accompanying schedule of findings and responses. The Town’s responses were not subjected to the auditing procedures applied in the audit of the financial statements and, accordingly, we express no opinion on them. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. CERTIFIED PUBLIC ACCOUNTANTS Roanoke, Virginia November 9, 2015 93 TOWN OF VINTON, VIRGINIA SUMMARY OF COMPLIANCE MATTERS June 30, 2015 As more fully described in the Independent Auditor’s Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards, 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 94 TOWN OF VINTON, VIRGINIA SCHEDULE OF FINDINGS AND RESPONSES Year Ended June 30, 2015 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 15-1:Budget Appropriations Condition: After audit adjustments, expenditures exceeded budgeted appropriations in the debt service category. Recommendation: Steps should be taken to ensure that excess expenditures over budgeted appropriations are approved by Town Council and the budget amended accordingly. Management’s Response: Town Council met in June 2015 and additional budget appropriations were approved for known expenditures at that time.