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HomeMy WebLinkAbout991165.tiff A YEAR ENDED DECEMBER 31, 1998 ( if COUNV OD STAT. Of Prepared by: Finance/Accounting Departments 991165 1NTRODVCTORY SECTION 111k COLORADO TABLE OF CONTENTS Page INTRODI ICTORY SECTION Table of Contents Letter of Transmittal 1 Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting 14 Organization Chart 15 Principal County Officials 16 FINANCIAL SECTION Independent Auditors' Report 17 GENERAL PURPOSE FINANCIAL STATEMENTS Combined Balance Sheet- All Fund Types, Account Groups and Discretely Presented Component Unit 20 Combined Statement of Revenues, Expenditures and Changes in Fund Balances - All Governmental Fund Types, Expendable Trust Funds and Discretely Presented Component Unit 22 Combined Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - General Fund, Special Revenue Funds and Capital Projects Fund 24 Combined Statement of Revenues, Expenses and Changes in Retained Earnings/Fund Balances - All Proprietary Fund Types and Similar Trust Funds 26 Combined Statement of Changes in Plan Net Assets - Pension Trust Fund 27 Combined Statement of Cash Flows- All Proprietary Fund Types and Nonexpendable Trust Funds 28 Notes to Financial Statements 29 Pension Trust Required Supplementary Information 52 COMBINING, INDIVIDUAL FUND AND INDIVIDUAL ACCOUNT GROUP FINANCIAL STATEMENTS AND SCHEDULES GENERAL FUND Balance Sheet 53 Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual 54 SPECIAL REVENUE FUNDS Explanations of Individual Funds 59 Combining Balance Sheet 60 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 62 Public Works Fund - Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual 64 Social Services Fund - Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual 66 Conservation Trust Fund- Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual 68 Contingent Fund - Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual 69 Emergency Fund - Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual 70 Public Health Fund - Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual 71 Human Services Fund - Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual 72 Solid Waste Fund - Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual 74 ii CAPITAL PROJECTS FUND Explanation of Individual Fund 75 Capital Expenditures Fund - Balance Sheet 76 Capital Expenditures Fund- Statement of Revenues, Expenditures and Changes in Fund Balance, Budget and Actual 77 ENTERPRISE FUND Explanation of Individual Fund 79 Ambulance Fund - Balance Sheet 80 Ambulance Fund - Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual 81 INTERNAL SERVICE FUNDS Explanations of Individual Funds 83 Combining Balance Sheet 84 Combining Statement of Revenues, Expenses and Changes in Retained Earnings 86 Combining Statement of Cash Flows 88 Motor Vehicle Fund - Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual 90 Health Insurance Fund - Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual 91 Insurance Fund - Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual 92 Phone Service Fund - Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual 93 Weld Finance Corporation - Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual 94 iii TRUST AND AGENCY FUNDS Explanations of Individual Funds 95 Combining Balance Sheet 96 Pension Trust Fund- Statement of Changes in Plan Net Assets 98 All Expendable Trust Funds - Statement of Revenues, Expenditures and Changes in Fund Balance 99 Nonexpendable Trust Fund - Statement of Revenues, Expenses and Changes in Fund Balance 100 Statement of Changes in Assets and Liabilities - All Agency Funds 101 GENERAL FIXED ASSETS ACCOUNT GROUP Schedule of General Fixed Assets by Source 103 Schedule of General Fixed Assets by Function and Activity 104 Schedule of Changes in General Fixed Assets by Function and Activity 105 GENERAL LONG-TERM DEBT ACCOUNT GROUP Schedule of Long-Term Debt 107 STATISTICAL SECTION Tables Relating to Bonded Debt 109 General Governmental Expenditures by Function 110 General Revenue by Source 110 Property Value, Construction, Bank Deposits and Other Economic Indicators 112 Property Tax Levies and Collections 113 Assessed and Estimated Actual Value of Taxable Property 113 Property Tax Levies - Direct and Overlapping Governments 114 iv STATISTICAL SECTION(Continued)• Special Assessment Collections 115 Computation of Legal Debt Margin 116 Demographic Statistics 117 Principal Taxpayers 118 Miscellaneous Statistics 119 Insurance in Force 121 Salaries of Principal Officials 122 Surety Bond Coverage for Principal Officials 122 Private Purpose Revenue Bonds 123 Computation of Overlapping Bonded Debt - General Obligation Bonds 124 OTHER REQUIRED SI TPPLEMENTARY INFORMATION Year 2000 Considerations 125 COMPLIANCE SECTION Independent Auditors' Report on Compliance and on Internal Control over Financial Reporting on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards 127 Independent Auditors' Report on Compliance with Requirements Applicable to each Major Program and on Internal Control over Compliance in Accordance with OMB Circular A-133 129 Schedule of Expenditures of Federal Awards 131 Notes to Schedule of Expenditures of Federal Awards 134 Schedule of Findings and Questioned Costs 135 Summary Schedule of Prior Audit Findings 136 v SI TPPI,FMFNTAL INFORMATION: Independent Auditors' Report 138 Annual Statement of Receipts and Expenditures for Roads, Bridges & Streets 139 vi DEPARTMENT OF FINANCE AND ADMINISTRATION PHONE (970) 356-4000, EXT.4218 FAX: (970) 352-0242 P.O. BOX 758 GREELEY, COLORADO 80632 June 1, 1999 Honorable Board of Commissioners County of Weld 915 10th Street Greeley, CO 80631 Dear Board Members: The Comprehensive Annual Financial Report of the County of Weld, State of Colorado for the fiscal year ended December 31, 1998, is hereby submitted. Responsibility for both the accuracy of the data, and the completeness and fairness of the presentation, including all disclosures, rests with the County. 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 and account groups of the County. All disclosures necessary to enable the reader to gain an understanding of the County's financial activities have been included. The Comprehensive Annual Financial Report is presented in four sections: introductory, financial, statistical and compliance. The introductory section includes this transmittal letter, the government's organizational chart and a list of principal officials. The financial section includes the general purpose financial statements and the combining and individual fund and account group financial statements and schedules, as well as the independent auditors' report on the financial statements and schedules. The statistical section includes selected financial and demographic information, generally presented on a multi-year basis. The County is required to undergo an annual single audit in conformity with the provisions of the Single Audit Act of 1984, Federal Single Audit Amendments of 1996, and U.S. Office of Management and Budget Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations. Information related to this single audit, including the schedule of expenditures of federal awards, and auditors' reports on compliance and internal controls, are included in the compliance section of this report. The funds and entities related to the County of Weld that are in our Comprehensive Annual Financial Report include those of separately administered organizations that are financially accountable to the County. The financial statements of the following organizations are included in the accompanying financial statements: • Weld County Housing Authority • Weld County Retirement Plan • Weld County Finance Corporation 1 Honorable Board of Commissioners The following related organizations are excluded from the accompanying financial statements: • Greeley-Weld Airport Authority • Weld Library District Details of the criteria applied and the specific reasons for inclusion or exclusion are contained in the Notes to Financial Statements. The County provides the full range of county services contemplated by statute or charter. These include general government functions, public protection and safety, health, social services, human resource services, public improvements, road and bridge operations, planning and zoning, and general administrative services. ECONOMIC CONDITION AND OUTLOOK As Marie Leigh Livingston, UNC Department of Economics, pointed out in a recent EDAP article, for almost seven years the United States and Weld County has experienced a "dream economy," meaning growth without serious unemployment or inflation. Of course, there are variations in economic performance between regions within the U.S. In this respect, Colorado has been on the strong end. The Northern Colorado economy is particularly robust. In most respects our local economy is like the national economy, but even more so. Our particularly strong state and local economies mean that our incomes have grown more than the national average, unemployment is lower and inflation is higher than the overall national average. These general trends have been true since 1991 and they have important implications for our local economy. Indeed, Northern Colorado mirrors the nation in that income is concentrated in the top tiers. Income is determined by employment, and jobs tend to be either high skilled and high paying, or low skilled with low pay, with little ground in between. The consumer market is becoming increasingly bi-polar with a growing disparity in the ability of high income and low income consumers to buy products and make investments. This trend is thought to be the result of technology (especially computer technology) and an increasing demand for high-skilled workers. On the other end, the U.S. has had an influx of low-skilled workers (via immigration) and international competition has reduced demand for low-skilled workers. In this context, it becomes even more important that high paying industries are attracted to our local economy. The structure of jobs in an economy largely determines the distribution of income. According to recent reports, approximately 20% of Colorado's economy is devoted to goods production, 65% to services, and 15% to government. Service jobs are not necessarily low pay. They include health care, education and many business services. The top three basic industries in the state 2 Honorable Board of Commissioners (those with the greatest spin-offs) are: 1) advanced technology (including telecommunications, high tech manufacturing and biomedical firms),2)tourism and 3)agriculture. We are fortunate that all three basic industries are well represented in Northern Colorado. Not surprisingly, the advanced technology sector is the most healthy in the state and is likely to continue to experience strong growth. As might be expected, wages in this industry are very high relative to the state average. Companies like Hewlett Packard, Kodak, and Advanced Energy help Northern Colorado to score high in this area. Tourism has suffered losses in market share in recent years and is not expected to rebound significantly. Agriculture has been a mixed bag, with crop production growing and the livestock sector suffering losses. Agriculture is forecast to continue growing at a slower rate, with exports abroad (especially to Japan) hitting record levels. We should be proud that Weld County consistently ranks high nationwide in terms of agricultural production. In terms of inflation, price increases in Colorado reflect the higher pace of the local economy. Price increases have tended to exceed the national average. Estimates suggest that inflation for 1999 will be 2.0% for the nation and 3.4% for the Denver/Boulder area. Based on data collected in the local area, it appears that inflation in Northern Colorado is even higher, perhaps 5-6%. In general, prices in Northern Colorado have been lower than in the Denver Metro area, but with higher rates of increase, they are catching up quickly. For consumers, the most noticeable and important price increase is in the area of housing. Historically speaking, mortgage interest rates are very low(7.0%), but prices are higher than ever. While housing prices have increased everywhere in Northern Colorado, there are variations between the tri-city area (Greeley, Fort Collins, and Loveland). The median home price in Greeley is reported at $131,744, $144,040 in Loveland, and $149,000 in Fort Collins. Bargains still exist but they are becoming rare! According to local real estate experts, in the last four years the average home price has increased by 51%, 50% and 39% in Greeley, Loveland, and Fort Collins, respectively. Northern Colorado prices are still behind Boulder ($250,000) and bedroom communities like Louiseville ($189,000). Indeed as home prices in the Metro area continue to increase, buyers tend to move up the Front Range. Northern Colorado is truly an interconnected community. Overall, the state of the Northern Colorado economy is very healthy. Production and incomes are growing and we have a nice mix of industries and services. The population growth in our area attests to the desirability of the region. The challenge for residents is to be employed in a high skill/high pay sector and to keep up with the increasing prices that growth brings. These issues not withstanding, Northern Colorado promises to be a great place to work and live in 1999. 3 Honorable Board of Commissioners MAJOR INITIATIVES For the Year: In 1998 the Board identified a number of significant program changes to enhance service delivery to the citizens of Weld County. The following is a summary of significant program changes and initiatives for 1998: > Accomplished the first full year of operation of the new county jail. > Reconstructed bridge#5/42A. > Implemented Geographical Information System. > Completed development of a backup site for communications center. > Responded to federal welfare reform and its impact on Weld County programs. > Implemented, in conjunction with the state, the Electronic Benefit Transfer Payment System. > Expanded the service level of the household hazardous materials program and cleanup program. > Implemented the 1-25 Mixed Use Development Plan and development standards in the Intergovernmental Agreement between the county, Dacono, Firestone, and Frederick. > Held the first general election with the new Accuvote system. > Implemented emergency medical dispatch system. > Funded the runway expansion and new terminal building at the Airport. FOR THE FUTURE As Weld County faces 1999, it must continue to deal with the rapid growth that it is experiencing in Southwest Weld County, Windsor, and West Greeley. The growth impacts the criminal justice system, land use planning, transportation systems, and human services. All these new demands from growth pressures comes at a time of the public's demand to limit the size of government and its tax revenues, resulting in such issues as welfare reform and the TABOR tax, revenues, and spending limitations. Weld County has to respond with new and creative ways to deal with these issues in a way that is satisfactory to the citizens of Weld County, and maintains the high quality of life the citizens are accustomed to having in Weld County. Federal and state legislation over the past few years have had significant impact on welfare programs administered by Weld County Social Services. In the future we can expect client eligibility, program design, state rules, allocation methods, and funding levels to change. This will 4 Honorable Board of Commissioners call for Weld County to adjust how we do business in the delivery of human service. In 1999, the outlook is positive primarily due to a healthy economy and adequate program funding. However, in the future the demand for services is likely to grow because of the population growth and an increase in social problems as the county becomes more urbanized. With growth has come the demand and need for a larger criminal justice system in Weld County. The county is experiencing more people and becoming more urbanized. As a result, Weld County has more urbanized problems, such as crime. The result has been the addition of more police officers in Weld County, which impact the Sheriffs patrol operation, the jails, District Attorney, and courts. All of these areas in the 1999 budget show significant increases in demand for service and costs. The District Attorney has requested four additional staff members to deal with the growing caseload resulting from over 40 new police officers county wide being added to patrol Weld County. The Sheriff has requested four additional officers to respond to calls and investigate the increased criminal activity in Weld County. All this has impacted the population of the new jail that was opened in late 1997, and is approaching overcrowding again. The criminal justice system costs do not stop with the operational costs of the budget, but spill over into the capital expenditures, also. In the capital budget funds for 1999 include dollars to add two courtrooms. In addition, funds are being reserved for additional jail space construction as early as 2001-2002. The growth in construction and development have caused the addition of staff in the Planning and Building Inspection budgets. This has been necessary to keep up with the rapid growth in the county. The spin off is that the growth is impacting virtually every county department. Not only direct service departments, but also support functions, such as the Geographical Information System that is being implemented. A direct growth impact is the transportation systems in Weld County. To help plan and cope with the growth in traffic a major initiative has started with Weld County and several municipalities in Weld County. Weld County is growing rapidly, particularly in the southwest corner of the county, including Frederick, Firestone, Dacono, Erie, Mead, Longmont, and the Windsor area. These growing areas need improvements in transportation systems. The jurisdictions have joined with Weld County to conduct a collaborative effort to identify transportation systems to serve these areas, develop uniform transportation infrastructure standards, and implement impact fees to help construct new transportation infrastructures to serve these areas. To complete key parts of that larger project, the county will hire a consultant to conduct a study of transportation infrastructure standards, impact fees and develop ordinances to implement impact fees. The county's goals for the larger project are to: • Develop transportation routes that maximize energy efficiency and maximize efficient use of infrastructure resources. • Develop transportation routes that minimize traffic congestion. • Understand the economic implications of growth on the transportation systems of the two areas and identify ways to mitigate negative impacts. 5 Honorable Board of Commissioners • Understand how regional taxes and revenues relate to transportation system funding, particularly impact fees, for the two areas and design a proposal to implement impact fees to complement such taxes and revenues. With actions and programs like the transportation planning, GIS, and appropriate staffing in impacted areas, Weld County is positioning itself to deal with growth as it impacts land use, transportation, human service requirements, public safety and economic development in the future. Department Focus: The County uses Banner financial software and the PeopleSoft human resources system, which were implemented January 1, 1996. Both systems have provided the County with necessary query management facilities, graphic presentation and upload/download capabilities, and have been certified year 2000 compatible. An emergency back-up plan has been prepared for each system. Both systems have been beneficial in allowing greater user access to financial information, thereby assisting the managers of the county in business planning of individual departments. Program changes for 1999 involve the following: > Reconstruct the following major bridges: #5/42A and #47/68B. > Complete mapping of county in the Geographical Information System in 1999. > Respond to federal welfare reform and its impact on Weld County programs. > Expand the service level of the household hazardous materials program and cleanup program. > Fund the runway expansion and new terminal building at the Airport. > Perform transportation system study and corresponding transportation impact fees. > Add two additional courtrooms. > Support domestic violence court with additional Deputy District Attorney. > Install TelePath phone answering service in Assessor's and Treasurer's offices. > Increase Sheriff's patrol and investigation functions with four additional officers via a COPS UHP grant. > Reinstate funding for North Front Range Behavior Health for mental health services for working poor. > Complete the 1999 Public Works Work Plan. 6 Honorable Board of Commissioners FINANCIAL INFORMATION Management of the County is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the County are protected from loss, theft or misuse and to ensure that adequate accounting data are compiled to allow for the preparation of financial statements in conformity with generally accepted accounting principles. Internal controls are designed to provide reasonable, but not absolute, assurance that these objectives are met. The concept of reasonable assurance recognizes that: (1) the cost of a control should not exceed the benefits likely to be derived; and (2) the evaluation of costs and benefits requires estimates and judgments by management. Single Audit. As a recipient of federal and state financial assistance,the County also is responsible for ensuring that adequate internal controls are in place to ensure compliance with applicable laws and regulations related to those programs. Internal controls are subject to periodic evaluation by management and external auditors. As a part of the County's single audit, described earlier, tests are made to determine the adequacy of internal controls, including that portion related to federal financial assistance programs, as well as to determine that the County has complied with applicable laws and regulations. The results of the County's single audit for the fiscal year ended December 31, 1998, indicated no instances of material weaknesses in internal controls or significant violations of applicable laws and regulations. Budgeting Controls. In addition, the County maintains budgetary controls. The objective of these budgetary controls is to ensure compliance with legal provisions embodied in the annual appropriated budget approved by the government's governing body. Activities of the General Fund, Special Revenue Funds, Capital Project Fund, Enterprise Fund and Internal Service Funds are included in the annual appropriated budget. The level of budgetary control (that is, the level at which expenditures cannot legally exceed the appropriated amount)is established at the fund level, except for the General Fund which is at the department level. The County also maintains an encumbrance accounting system as one technique of accomplishing budgetary control. Purchase orders which result in an overrun of department balances are not released until additional appropriations are made available. Encumbered amounts lapse at year end. However, encumbrances generally are reappropriated as part of the following year's budget. As demonstrated by the statements and schedules included in the financial section of this report, the government continues to meet its responsibility for sound financial management. All dollar amounts presented in tables in the remainder of this letter are expressed in thousands. • Honorable Board of Commissioners GENERAL GOVERNMENT FUNCTIONS Revenue for general government functions including General, Special Revenue, Capital Projects and Expendable Trust Funds totaled $77,281,218 in 1998, a decrease of 22.4% over 1997. General property taxes and specific ownership taxes produced 43.3% of total revenue, up from 1997. The amount of revenue from various sources and the changes from 1997 are shown in the following tabulation: Increase Amount Percent (Decrease) Revenue Sources (In Thousands) of Total from 1997 Taxes $ 33,494.27 43.3% $ 1,629.49 Licenses and Permits 1,766.00 2.3 631.62 Intergovernmental Revenue 29,766.18 38.5 (15,894.75) Charges for Services 4,116.16 5.3 (1,668.54) Fines and Forfeitures 35.26 .1 11.96 Miscellaneous Revenue 4,555.68 5.9 (7,715.73) Fees 3,547.67 4.6 650.07 Total $ 77,281.22 100.0% $ (22,355.88) The mill levy was 22.038 mills, unchanged from last year. The assessed value for the 1998 budget was$1,476,692,203 which was up$149.6 million or 11.27%. The only class of property decreasing was agriculture, which dropped $34.9 million or 26.2%. The largest increase came in residential properties, which were up $107.8 million or 30.48%. Commercial and industrial property values were up $25.29 million or 7.1%. Oil and gas that had dropped in 1997 was up $34.7 million or 11.63%. Current tax collections were 99.01% of the tax levy, up.39%from 1997. Delinquent tax collections were $108,995, compared with $91,804 in 1997. Allocations of property tax by purpose for 1997 and 1998 are shown as follows: 1997 1998 Purpose Mills Mills General Fund 14.447 16.069 Special Revenue Funds 4.746 3.338 Capital Projects Fund 2.431 1.947 Internal Service Funds .414 .684 Total Tax Rate 22.038 22.038 8 Honorable Board of Commissioners Intergovernmental Revenue represented 38.5%of total general governmental revenue, compared with 45.8% for 1997. Social Service programs account for 29.1% of the intergovernmental revenue, which is caused by the increased caseload of the welfare system in the areas of Foster Care and Day Care. Expenditures for general governmental purposes including General, Special Revenue, Capital Projects, and Expendable Trust Funds totaled $80,681,774, a decrease of 10.8% from 1997. Changes in levels of expenditures for major functions of the county over 1997 are shown in the following tabulation: Increase Amount Percent (Decrease) Expenditure Purpose (In Thousands) of Total from 1997 Current Operating: General Government $ 13,450.81 16.7% $ 1,276.16 Public Safety 17,585.72 21.8 2,504.74 Public Works 15,559.09 19.3 (728.03) Public Health & Welfare 14,957.95 18.5 (15,253.76) Culture & Recreation • C440.16 .5 (215.41) Economic Assistance 8,275.53 10.3 771.61 Miscellaneous 1,073.35 1.3 (81.40) Capital Outlay 8,332.80 10.3 1,758.51 Debt Service 479.93 .6 190.57 Intergovernmental 526.43 .7 40.06 Total $ 80,681.77 100.0% $ (9,736.95) The major factors impacting 1998 ranged from specific programs to the fiscal and taxing environment Weld County must operate within currently. Amendment One (TABOR) imposes a reduction of the mill levy, plus property tax, spending and revenue limits not exceeding inflation and growth in net new construction. Again, the most significant factors impacting 1998 was the operation of a new county jail. Completion of the construction of the jail in 1997 was critical. Mandatory incarceration, population growth, backlog of state inmates into the county jail, and stiffer sentencing practices are causing the jail population to grow. Although alternative jail programs are being developed, there will be no relief in the growth rate of inmates in the immediate future. The first full year for the operational costs of the jail to be included in the budget was 1998. 9 Honorable Board of Commissioners General government functions were up $2,237,988, primarily due to the funding of the Geographical Information System (GIS) at the level of $995,684. In addition, the Election Department was up for the general election year by$71,529 and Printing and Supply is now in the General Fund at$133,071. Buildings and Grounds was$459,256 with over two-hundred thousand more square feet of space to maintain with the addition of the new jail and Social Services buildings. The District Attorney was $52,933 with additional staff. Public Safety was $1,786,224. Well over a million dollars of the increase is attributed to the first full year of operational costs for the new North Jail Complex, which is a 160-bed facility. The remaining increase in Public Safety is directly related to Community Corrections grant program that have been expanded by the State of Colorado. The Health subsidy was up $73,575 for salary adjustments. Funding for mental health was reduced $91,875. A salary adjustment of 4% resulted in a $607,704 increase. Other budget items were relatively stable for 1998. Licenses and permits were up $126,500 in the area of building permits due to rate changes and growth in activity. Grant revenues were up $308,413 as a result of Community Corrections grant increases. Charges for services were up $452,860. This increase was caused by revenue from DOC inmates($106,284),Victim Witness($50,000), Building and Grounds($115,826), Information Services ($21,000), and Communications for emergency medical dispatch and tower rental ($101,305). Other revenues were very stable and unchanged for 1998. Public Assistance in the Social Services Fund dropped to $11,080,933 due to welfare reform and electronic benefit transfers(EBT). Both factors had significant impact on 1998 expenditures.Client eligibility, program design, state rules, allocation methods, and funding levels, are some of the major changes that occurred. In addition, EBT changed the method under which clients and providers receive grants or payment for services. It will take about a year and a half to determine the financial impact of these changes. AFDC and JOBS were replaced in July 1997 with Temporary Assistance to Needy Families (TANF). A greater emphasis was made to help clients find employment as opposed to granting them a welfare payment. A federal time limit will take effect for most clients. In the Communication Dispatch Unit, emergency medical dispatch was added as a service to the public. The cost of$96,957 was paid for via a chargeback to the Ambulance Service. In addition to providing immediate emergency medical direction to callers, it allows a better response assessment of patients for ambulance dispatch purposes. FUND BALANCE Total fund balance and fund equity in the major operating funds were maintained at adequate levels. The General Fund balance of $ 3,942,532 was up $ 1,410,985 from last year. The $14,849,247 balance in the Special Revenue Funds was down from the previous year by 18.05%. Enterprise Operations: The county's enterprise operation is comprised of the Ambulance Service Fund. The Ambulance Service is a countywide advanced life support emergency medical service. The program is primarily supported by fees with a subsidy from the County of indirect support costs only. The operation answered over 7,500 calls in 1998 and generated revenue of$3,632,449. 10 Honorable Board of Commissioners Pension Trust Fund Operations: The operations of the Weld County Retirement Plan remained stable in 1998. The January 1, 1998, actuarial valuation reflected the adoption of the entry age actuarial cost method in accordance with GASB 25 which resulted in an unfunded actuarial accrued liability of$3,458,379. The actuarial value of assets was determined using techniques that smooth the effects of shorter term volatility in the market value of investments over a five-year period. The unfunded actuarial accrued liability is being amortized using a level dollar method over a 30 year closed period. The remaining amortization period at December 31, 1998, was 28 years. Internal Service Funds: The Internal Service Funds consists of five funds. The Motor Vehicle Fund provides maintenance to all vehicles owned by the County, as well as renting equipment to Road and Bridge and other various departments. The Health Insurance Fund provides dental and vision health coverage for all employees of the County. The Insurance Fund provides workers' compensation, property and casualty insurance needs for the County. The PBX Fund provides all phone service to the County. The Weld Finance Corporation Fund provides capital financing for building facilities to the County. Capital Project Funds: The Capital Expenditures Fund was established to account for all capital projects for general County use. At the end of each fiscal year, the completed project items are transferred to the General Fixed Asset account group. The County has developed a five year Capital Improvements Program outlining projected costs and probable sources of funding for various capital improvement projects. Funds in 1998 were for the new Social Services building, Health building and Public Works facility. General Fixed Assets: The General Fixed Assets of the County are the fixed assets used in the performance of general governmental functions and exclude the fixed assets of the Proprietary Funds. As of December 31, 1998, the General Fixed Assets of the County amounted to $47,748,848. This amount represents the original cost of the assets and is considerably more than their present value. Depreciation of General Fixed Assets is not recognized in the County's financial statements. Debt Administration: In 1998 the county continued to have no bonded indebtedness. With the passage of HB 1579 in 1981, Section 30-35-201, C.R.S., 1973 now allows the debt ceiling to be 3% of the assessed valuation of the County. Thus, Weld County maintains over a forty-six million dollar allowable debt capacity in accordance with Colorado Revised Statutes. There are lease/purchase agreements which involve two Certificate of Participation Bond Issues totaling $8,580,000 for the construction of the new jail and north administrative buildings. Cash Management: Cash temporarily idle during the year was invested in time deposits ranging up to 180 days to maturity. Interest earned on investments of cash held by the County Treasurer was recorded as revenue in the General Fund, with the exception of interest attributed to the other specified funds, and the interest earned on certain deposits held for other taxing authorities. The amount of interest earned was $2,282,247 in 1998. The County's investment policy is to minimize credit and market risks while maintaining a competitive yield on its portfolio. Accordingly, deposits are either insured by federal depository insurance or collateralized. All collateral on deposits was held either by the County, its agent or 11 Honorable Board of Commissioners a financial institution's trust department in the County's name. All of investments held by the County during the year and at December 31, 1998, are classified in the category of lowest credit risk as defined by the Governmental Accounting Standards Board, except for mutual funds and investment pools which cannot be categorized. Risk Management: During 1998 Weld County continued to be a member of Colorado Counties Casualty and Property Pool. The pool offers full safety and risk management programs to minimize losses,together with 57 other Colorado counties. Effective January 1, 1992,Weld County became self-insured under a State permit for workers' compensation. OTHER INFORMATION Independent Audit: The Weld County Home Rule Charter requires an annual audit of the books of accounts, financial records, and transactions of all administrative departments of the county by independent certified public accountants selected by the Board of County Commissioners, and engaged for a period not to exceed five years. The accounting firm of Kosmicki Dollarhide and Company, LLC, was selected by the County. In addition to meeting the requirements set forth in the Charter, the audit also was designed to meet the requirements of the Federal Single Audit Act of 1984, Federal Single Audit Amendments of 1996, and related OMB Circular A-133. The auditors' report on the general purpose financial statements and combining and individual fund statements and schedules is included in the Financial Section of this report. The auditors' reports related specifically to the single audit are included in the Compliance Section. Awards: The Government Finance Officers Association (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the County for its Comprehensive Annual Financial Report for the fiscal year ended December 31, 1997. This was the thirteenth year that the county has received this prestigious award. In order to be awarded a Certificate of Achievement, the County published an easily readable and efficiently organized Comprehensive Annual Financial Report. This report satisfied both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current Comprehensive Annual Financial Report continues to meet the Certificate of Achievement Program's requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. In addition, the County also received the GFOA's Award for Distinguished Budget Presentation for its 1998 annual appropriated budget for the thirteenth consecutive year. In order to qualify for the Distinguished Budget Presentation Award, the County's budget document was judged to be proficient in several categories including policy documentation,financial planning and organization. 12 Honorable Board of Commissioners ACKNOWLEDGMENTS Financial reports are valuable in that they provide a permanent historical record of a governmental agency's operation to the management and the general public. It is our belief that this is a comprehensive report of the 1998 financial transactions under our control and that the following statements present an accurate, informative record of the financial activities of the County of Weld and its financial condition at December 31, 1998. The preparation of this report could not be accomplished without the efficient and dedicated services of the entire staff of the Accounting/Finance Department. I should like to express my appreciation to all members of the department who assisted and contributed to its preparation. I should also like to thank the members of the Board of County Commissioners for their interest and support in planning and conducting financial operations of the County in a responsible and progressive manner. Res ecffully submitt Donald D. Warden, Director Finance and Administration DDW/cah • 13 Certificate of Achievement for Excellence in Financial Reporting Presented to County of Weld, Colorado For its Comprehensive Annual Financial Report for the Fiscal Year Ended December 31, 1997 A Certificate of Achievement for Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to government units and public employee retirement systems whose comprehensive annual financial reports (CAFRs) achieve the highest standards in government accounting and financial reporting. tiEf OFF% aew4,4 ner -6 tcraGMA°"m President >� MEALSS yr, �///J/[Ay//1�dtNIG00Y` - c.,t Executive Director 14 s1 r1 r-N a r'1 L U " L O CD `aG rn� E C ` m,a a) •L N E O U cO � N c C Z Cl) (6 o m LL - 0O.) 8 o lL O Z cn m Co to E °' 2 O IA O \.__r__.../ cn cn z a c_ ++ COU N D o >, a�i r � C rzs a o s Z o cVs U .N c O) ''' z = N �' 8 W C iL •N _ u) N Nor L t O L {p c L rp N 7 x 0 0 , � _ c CD t--, 0 L fA Cl), O c L o - W N .V Y y O O _ m� LIJ V Ea L N :E _ > �av d -t r >O •E . U mm m O as a Q > O Uo a W � a Ce 0 •0 0 7 > y CL W o w -Ea N L 46 C O N y O 0 S — c C N COO O N co E !?rn o N •c •V N C _ O •C •U 2 `n' Q o 2 m O c O W f6 Z E O N c c c o °° ._�_' �. Qd U) OU O d CO = g me €7 C.D IF O U a `oma= \._., 'a O ZCO 46 a ^, N Li' L � C W c co c0 0 co a) E -- C LO Z O p 2 E O C.'J N �' U m e s- m N U N (A U to 0 5.1wc _ +E+ OS 0 -O - O t T. N 8 — c a) O m U L N ' 'E O L ° N _a L A a) L V Z y o_ n o 0 �__ a X Q � 0 o � U = Q w w O U E ,iJ z .� V ` W O 2 O a.., cOC C N C a N N L. �!— O C mg C N C N O — c N O) c O co O fd (p N � 2tno E 4wEa � ° yZ � O C L ] N c m W •-• c d c . O., CO W U CC •m C O N 0 c== c co - am i. - E O m �' U me t v5107,-2c0a v .N O '� U c ._ o > > Q W QCLO EO s- RS •c al °m € a mm ma Et -•g a' � 'ama `� l N N 7 11 V U LL O a U0 mN >a d Q COUNTY OF WELD STATE OF COLORADO PRINCIPAL COUNTY OFFICIALS December 31, 1998 Board of County Commissioners Constance Harbert W. H.Webster Dale Hall Barb Kirkmeyer George Baxter county Treasurer Arthur Willis County Clerk and Recorder J.A. Tsukamoto County Assessor Warren Lasell county Sheriff Ed Jordan County Coroner Scott Anthony Director of Finance &Administration Donald D. Warden Comptroller Claud Hanes Independent Auditors Kosmicki Dollarhide & Co. LLC Certified Public Accountants 16 FINANCIAL SECTION 1011 :to; 111k. COLORADO CERTIFIED PUBLIC ACCOUNTANTS PARTNERS John C. Dollarhide INDEPENDENT AUDITORS' REPORT Michael J.Frick Susan A-Gapter Nicholas G.Kosmicki Marcia L.Slebring To The Board of County Commissioners County of Weld, State of Colorado Greeley, Colorado We have audited the accompanying general purpose financial statements of County of Weld, State of Colorado, as of and for the year ended December 31, 1998, as listed in the table of contents. These general purpose financial statements are the responsibility of Weld County's management. Our responsibility is to express an opinion on these general purpose financial statements based on our audit. We conducted our audit in accordance with generally accepted auditing standards and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the general purpose financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall general purpose financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the general purpose financial statements referred to above present fairly, in all material respects, the financial position of County of Weld, State of Colorado, as of December 31, 1998, and the results of its operations and the cash flows of its proprietary fund types and nonexpendable trust funds for the year then ended in conformity with generally accepted accounting principles. In accordance with Government Auditing Standards, we have also issued our reports dated May 5, 1999, on our consideration of Weld County's internal control over financial reporting and our tests of its compliance with certain provisions of laws, regulations, contracts and grants. Our audit was conducted for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The combining and individual fund and account group financial statements and schedules listed in the table of contents are presented for purposes of additional analysis and are not a required part of the general purpose financial statements of County of Weld, State of Colorado. Such information has been subjected to the auditing procedures applied in the audit of the general purpose financial statements and, in our opinion, is fairly presented in all material respects in relation to the general purpose financial statements taken as a whole. n May 5, 1999 /<o „ k azz4,- . .r /4c. 17 1901 56th Avenue, Suite 200 / Greeley, CO 80634-2950 / 970-330-8860 / Denver 303-825-1752 / Fax 970-330-6680 oitt :Iti COLORADO 18 G£N£1tAt PVRPOS£ FINANCIAL STATEMENTS irhtirg COLORADO 00itz VUDc COLORADO 19 COUNTY OF WELD STATE OF COLORADO Combined Balance Sheet - All Fund Types, Account Groups and Descretely Presented Component Unit December 31, 1998 (With comparative totals for December 31, 1997) Proprietary Governmental Fund Type Fund Type Special Capital Enterprise Internal General Revenue Projects Fund Service ASSETS Cash and short-term investments $ 6,525.155 $ 14,158.993 $ 3,753,579 $ 2,339 $ 5,029,680 Receivables (net of allowance for uncollectibles): Current property taxes 22,845,390 8,242.548 2,525,000 550,000 Delinquent property taxes 113.367 37,757 18,874 3.257 Accounts 359,406 1,046,011 0 511,16 22,291 Special assessment 0 163,210 0 0 Due from other County funds 164,170 264.417 0 149.187 Due from other governments 301,965 1.391,325 0 6.735 Advances to other funds 95.000 0 0 0 Inventories 126,626 862.638 0 67,529 Restricted Assets Cash 0 0 0 0 Retirement plan investments 0 0 0 0 Deferred compensation plan investments 0 0 0 0 Other assets 13,656 9.084 0 83 64,235 Land 0 0 0 48,49 2,043,109 Improvements other than buildings 0 0 0 21,46 261.761 Buildings 0 0 0 648.23 11.972,692 Machinery and equipment 0 0 0 1.002,97 16,955.372 Accumulated depreciation 0 0 0 (702,64 ) (12,670,817) Amounts to be provided for retirement 0 of general long-term debt 0 0 0 Total Assets $ 30,544.735 $ 26,175,983 $ 6.297,453 $ 1.532,85 $ 24,455.031 LIABILITIES, FUND EQUITY & OTHER CREDITS Liabilities: Accounts payable $ 2,261,082 $ 1,124,560 $ 1,474,296 $ 4.086 $ 186,600 Due to other County funds 42.176 461,647 60.493 0 13,458 Due to other governments 0 71,328 0 0 0 Accrued liabilities 834,050 747,929 0 176,343 252,237 Other liabilities 0 101,239 0 0 0 Deferred revenue 23,213,300 8.818,661 2,543.875 0 553,256 Unexpended grant revenue 251,595 1,372 0 0 0 Payable from restricted assets 0 Deferred compensation 0 0 0 0 Long term debt 0 0 0 0 8,545,236 Advances from other funds 0 0 0 95,000 0 Total Liabilities 26,602,203 11.326,736 4,078,664 275,429 9,550,787 Other Credits: Investment in general fixed assets 0 0 0 0 0 Fund Equity: Contributed capital 0 0 0 101,551 9,676,872 Unreserved retained earnings 0 0 0 1,155,878 5,227.372 Fund Balances: Reserved 748.433 3,914.768 2,218,789 0 0 Reserved for employees pension benefits 0 0 0 0 0 Unreserved: Designated for future year's expenditure 0 5,600,000 0 0 0 Undesignated 3,194,099 5,334,479 0 0 0 Total Fund Equity and Other Credits 3,942,532 14,849,247 2,218,789 1,257,429 14,904,244 Total Liabilities, Fund Equity and Other Credits $ 30,544,735 $ 26,175,983 $ 6,297,453 $ 1,532,858 $ 24,455,031 (See Notes to Financial Statements) 20 Fiduciary Fund Type Account Groups Primary Government Component Unit Memorandum Totals Housing Authority Trust and General General Long Agency Fixed Assets Term Debt 1998 1997 1998 1997 $ 5,422,254 $ 0 $ 0 $ 34,892,000 $ 32.834,655 $ 557,769 $ 500.883 0 0 0 34,162,938 32,543.342 0 0 0 0 0 173.255 72,975 0 0 15,023 0 0 1,953,897 2,762,362 120 28,094 0 0 0 163,210 189,329 0 0 0 0 0 577,774 835,109 0 0 13.529 0 0 1,713,554 2,143,829 102,033 100,000 0 0 0 95,000 0 0 0 0 0 0 1,056,793 1,249,879 0 0 278.909 0 0 278,909 488,734 0 0 68,494,090 0 0 68,494,090 64,844.390 0 0 0 0 0 0 2,878,226 0 0 178.316 0 0 266,128 319.654 118.383 54,480 0 2,561,997 0 4,653,602 3,946,760 0 0 0 3,157,962 0 3,441,184 3,412,882 0 0 0 32,186.069 0 44,806,995 39,146,920 0 0 0 9,842,820 0 27,801,166 26,018,896 0 0 0 0 0 (13,373,466) (11,887,212) 0 0 0 0 1,368,957 1,368,957 1,247,544 0 0 $ 74.402.121 $ 47,748,848 $ 1,368,957 $ 212,525,986 $ 203,048,274 $ 778.305 $ 683,457 $ 423,552 $ 0 $ 0 $ 5,474,176 $ 2,674,294 $ 0 $ 233,007 0 0 0 577.774 826,609 0 8.500 5,143,218 0 0 5,214,546 4,467,279 135,087 0 0 0 1,358,957 3.369,516 3,062.270 4.515 4,942 0 0 0 101.239 44,554 0 0 0 0 0 35,129,092 33,922,464 12,099 6,427 0 0 0 252.967 272,539 152,753 0 0 0 0 0 2,878.226 0 0 0 0 10,000 8,555,236 8.810.347 0 0 0 0 0 95,000 0 0 0 5,566.770 0 1,368.957 58.769.546 56,958,582 304.454 252,876 0 47,748,848 0 47,748,848 41,556,176 0 0 0 0 0 9,778,423 8,371,127 0 0 0 0 0 6,383,250 4,974.940 0 0 0 0 0 6,881.990 6.785,120 118.383 54.460 61.714.771 0 0 61.714,771 56,148,086 0 0 0 0 0 5,600,000 10,085,293 0 0 7,120,580 0 0 15,649,158 18,168.950 355.468 376,121 68,835,351 47,748,848 0 153.756.440 146,089.692 473,851 430,581 $ 74,402,121 $ 47,748,848 $ 1,368,957 $ 212,525,986 $ 203,048.274 $ 778,305 $ 683.457 21 COUNTY OF WELD STATE OF COLORADO Combined Statement of Revenues. Expenditures and Changes in Fund Balances All Government Fund Types, Expendable Trust Funds and Descretely Presented Component Unit For the fiscal year ended December 31. 1998 (With comparative totals for the fiscal year ended December 31. 1997) Governmental Fund Type Special Capital General Revenue Projects REVENUES Taxes $ 22,283,495 $ 8,363,397 $ 2,847,384 Licenses and permits 1,320,593 445,404 0 Intergovernmental 4.103.855 25.662.321 0 Fines and forfeitures 35,264 0 0 Miscellaneous 3,711,065 480.472 66.073 Fees 3.547.667 0 0 Charges for services 1,944,576 2,171,584 0 Total Revenues 36,946.515 37.123.178 2.913,457 EXPENDITURES Current: General government 13,450,808 0 0 Public safety 17,585.720 0 0 Public works 1,333,886 14,225,207 0 Public health and welfare 213,243 14,744,703 0 Culture and recreation 76,202 363,962 0 Economic assistance 0 8,275,533 0 Miscellaneous 632.758 142,531 0 Capital outlay 374,331 1,783,000 6,175,473 Debt service 479,925 0 0 Intergovernmental 0 526,430 0 Total Expenditures 34.146.873 40,061,366 6,175.473 Excess (Deficiency) of Revenues Over (Under) Expenditures 2.799.642 (2.938,188) (3,262.016) Other Financing Sources (Uses): Operating transfers - in 0 2.376.300 416.480 Operating transfers - out (1,388,657) (2.104.123) 0 Total Other Financing Sources (Uses): (1,388,657) 272,177 416,480 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses 1,410.985 (2.666.011) (2.845,536) Fund Balances at Beginning of Year 2.531.547 18,119,288 5.064,325 Residual Equity Transfer 0 (604,030) 0 Fund Balances at End of Year $ 3,942.532 $ 14,849,247 $ 2.218.789 (See Notes to Financial Statements) 22 Fiduciary Fund Type Primary Government Component Unit Memorandum Totals Housing Authority Expendable Trust 1998 1997 1998 1997 $ $ 33,494,276 $ 31,864.782 $ 0 $ 0 1.765.997 1,134,380 0 0 29,766,176 45,660,932 1,808,352 1.942.599 35.264 23,301 0 0 298,06 4.555.678 12,271,411 175.808 18.633 3,547,667 2,897.598 0 0 4,116,160 5.784,697 0 0 298.06 77,281,218 99,637,101 1,984,160 1,961,232 13.450.808 12.174,652 0 17,585,720 15,080.985 0 15.559.093 16,287,124 0 14,957,946 30,211.705 0 440,164 655.572 0 8.275,533 7,503,918 1,939.780 1,958,74 298,06 1,073,351 1,154,747 0 8,332,804 6,574.292 1,110 479,925 289,363 0 526.430 486,364 0 298,06 80,681,774 90.418,722 1,940,890 1.958,74 6 (3,400,556) 9.218,379 43,270 2,487 0 2.792.780 1.820,588 0 0 0 (3.492.780) (1,708,263) 0 0 0 (700.000) 112,325 0 0 6 (4,100,556) 9.330,704 43,270 2.487 25 25.715.185 16,384,481 430.581 428,094 0 (604,030) 0 0 0 $ 31 $ 21.010,599 $ 25.715.185 $ 473,851 $ 430,581 23 COUNTY OF WELD STATE OF COLORADO Combined Statement of Revenues, Expenditures and Changes in Fund Balances Budget and Actual - General Fund. Special Revenue Funds and Capital Projects Fund For the fiscal year ended December 31, 1998 General Variance Favorable Budget Actual (Unfavorable) REVENUES Taxes $ 22.444.469 $ 22.283,495 $ (160.974) Licenses and permits 1,294.136 1.320,593 26,457 Intergovernmental 3.237.993 4,103,855 865,862 Fines and forfeitures 32.500 35,264 2,764 Miscellaneous 3.105,743 3,711.065 605,322 Fees 2,649,300 3,547,667 898.367 Charges for services 2,084,493 1,944.576 (139,917) Total Revenues 34,848,634 36.946.515 2,097,881 EXPENDITURES Current: General government 13.677,413 13.450,808 226,605 Public safety 17,074,235 17.585.720 (511,485) Public works 1.678,580 1,333,886 344,694 Public health and welfare 252.493 213,243 39,250 Culture and recreation 87,861 76.202 11,659 Economic assistance 0 0 0 Miscellaneous 640.000 632,758 7.242 Capital outlay 969.312 374,331 594,981 Debt service 479,925 479,925 0 Intergovernmental 0 0 0 Total Expenditures 34.859,819 34,146,873 712,946 Excess of Revenues Over (Under) Expenditures (11.185) 2,799,642 2,810,827 Other Financing Sources (Uses): Operating transfers - in 0 0 0 Operating transfers - out (1,388.657) (1,388.657) 0 Total Other Financing Sources (1,388,657) (1,388,657) 0 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses (1.399,842) 1,410,985 2,810,827 Fund Balances at Beginning of Year 2.531,547 2,531,547 0 Residual Equity Transfer 0 0 0 Fund Balances at End of Year $ 1.131.705 $ 3.942,532 $ 2.810.827 (See Notes to Financial Statements) 24 Special Revenue Capital Projects Variance Variance Favorable Favorable Budget Actual (Unfavorable) Budget Actual (Unfavorable) $ 7,829.276 $ 8,363.397 $ 534,121 $ 2,875,000 $ 2,847.384 $ (27,616) 411,100 445,404 34,304 0 0 0 24,872,770 25,662,321 789,551 250.000 0 (250,000) 0 0 0 0 0 0 173.237 480.472 307.235 200.000 66.073 (133,927) 0 0 0 0 0 0 3,299,715 2,171,584 (1,128,131) 0 0 0 36,586,098 37,123,178 537,080 3.325,000 2,913,457 (411,543) 0 0 0 0 0 0 0 0 0 0 0 0 16.166,426 14,225.207 1,941.219 0 0 0 14.785,927 14.744,703 41,224 0 0 0 436,456 363,962 72.494 0 0 0 8,264,470 8,275.533 (11,063) 0 0 0 2,791,877 142,531 2,649,346 0 0 0 1,830,086 1,783,000 47,086 8,779,569 6,175,473 2,604.096 0 0 0 0 0 0 549,660 526,430 23,230 0 0 0 44,824,902 40.061,366 4,763,536 8,779,569 6,175,473 2,604,096 (8,238.804) (2.938.188) 5,300,616 (5.454.569) (3.262,016) 2,192.553 (487,649) 2.376.300 2.863.949 416.480 416,480 0 (2,154,123) (2,104,123) 50.000 0 0 0 (2.641,772) 272,177 2,913.949 416,480 416.480 0 (10,880,576) (2.666,011) 8,214.565 (5,038,089) (2,845.536) 2,192.553 18.119,288 18,119,288 0 5,064,325 5,064,325 0 0 (604.030) (604,030) 0 0 0 $ 7,238,712 $ 14.849,247 $ 7,610,535 $ 26,236 f 2,218,789 $ 2,192,553 25 COUNTY OF WELD STATE OF COLORADO Combined Statement of Revenues, Expenses and Changes in Retained Earnings/Fund Balances All Proprietary Fund Types and Similar Trust Funds For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) Fiduciary Proprietary Fund Type Fund Type Memorandum Totals Internal Non- Enterprise Service Expendable Fund Fund Trust Fund 1998 1997 OPERATING REVENUES Earnings on investments $ 0 $ 0 $ 2,007 $ 2.007 $ 1,592 Contributions 0 180.560 0 180.560 169.827 Charges for services 3,632,449 5.114.098 0 8.746.547 8,260,833 Total Operating Revenues 3,632.449 5,294.658 2,007 8,929.114 8,432,252 OPERATING EXPENSES Personnel services 1,777,546 108.369 0 1,885.915 1,686,577 Supplies 185,611 425,274 0 610.885 630,513 Purchased services 1,057,204 1,953.344 0 3,010,548 2,756,900 Insurance and bonds 0 187.823 0 187.823 117,506 Depreciation 167,438 1,898,828 0 2,066,266 1,806,278 Other 293,217 67.713 5,937 366,867 340,958 Claims 0 752.710 0 752.710 527,675 Bad debt expense 543,488 0 0 543.488 1,067,316 Total Operating Expenses 4,024.504 5,394,061 5,937 9.424.502 8,933,723 Operating Income (Loss) (392.055) (99.403) (3,930) (495.388) (501,471) NONOPERATING REVENUES (EXPENSES) Taxes 0 1,000,267 0 1,000,267 547,993 Intergovernmental 14.619 0 0 14,619 12,391 Miscellaneous 15,808 144.471 0 160.279 114.278 Fees 0 0 0 0 0 Gain (loss) on disposition of assets (2.517) 470.821 0 468,304 169,107 Judgements and damages 0 30,755 0 30,755 62,379 Net increase(decrease) in fair value 0 5,469 0 5,469 0 Interest 0 (479.925) 0 (479.925) (333,691) Total Nonoperating Revenues (Expenses) 27,910 1,171.858 0 1.199,768 572.457 Income (Loss) Before Operating Transfers (364.145) 1,072,455 (3,930) 704.380 70,986 Operating Transfers: Operating transfers - in 0 700,000 0 700,000 5,538 Total Operating Transfers In (Out) 0 700,000 0 700.000 5.538 Net Income (Loss) (364,145) 1,772,455 (3,930) 1,404,380 76,524 Retained Earnings/Fund Balance at Beginning of Year 1,520,023 3,454.917 4.209 4.979.149 4.902,625 Retained Earnings/Fund Balance at End of Year $ 1,155,878 $ 5,227.372 $ 279 $ 6,383.529 $ 4,979,149 (See Notes to Financial Statements) 26 COUNTY OF WELD STATE OF COLORADO Combined Statement of Changes in Plan Net Assets Pension Trust Fund For the fiscal year ended December 31. 1998 (With comparative totals for the fiscal year ended December 31, 1997) Weld County Retirement Plan 1998 1997 Additions: Employer contributions $ 1.557,001 $ 1.401.428 Employees contributions 1.815,437 1,674,659 Earnings on investments 6,633,591 8,437,304 Net appreciation in fair market value of investments (3.685,080) 1,346,316 Total Additions 6,320.949 12,859,707 Deductions: Actuarial/trustee fees 258,701 197,241 Benefit payments 2,691.688 2,396,848 Supplies 3.575 6,284 Total Deductions 2,953,964 2,600,373 Increase in net assets 3.366,985 10,259,334 Net assets held in trust for pension benefits Beginning of the year 65,468,056 55.208.722 End of the year $ 68,835,041 $ 65.468.056 (See Notes to Financial Statements) 27 COUNTY OF WELD STATE OF COLORADO Combined Statement of Cash Flows All Proprietary Fund Types and Nonexpendable Trust Fund For the Year Ended December 31. 1998 Proprietary Fund Type Nonexpendable Memorandum Enterprise Internal Trust Total Fund Service Fund 1998 CASH FLOWS FROM OPERATING ACTIVITIES Operating income (loss) $ (392.055) $ (99,403) $ (5,937) $ (497,395) Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Depreciation 167,438 1,898,828 0 2,066,266 Miscellaneous Revenue 30,427 146.578 0 177,005 Change in assets and liabilities: (Increase) decrease in receivables (18.487) 456,414 0 437.927 (Increase) decrease in inventories 0 (53,413) 0 (53.413) (Increase) decrease in other assets (92) (11,475) 0 (11.567) Increase (decrease) in accounts payable (24,637) 53,062 (47,040) (18,615) Increase (decrease) in accrued liabilities 32,565 11,985 0 44,550 Increase (decrease) in other liabilities (5,278) (458,979) 0 (464,257) Total adjustments 181,936 2,043,000 (47,040) 2,177,896 Net cash provided by operating activities: (210,119) 1,943,597 (52,977) 1,680,501 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES: Taxes 0 1,000.267 0 1,000.267 Cash transfers 95,000 1.304.030 0 1,399,030 Net cash provided (used) for non capital Financing activities 95,000 2,304,297 0 2,399,297 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES: Interest paid on borrowings 0 (479,925) 0 (479.925) Proceeds from sale of capital assets 0 538,249 0 538.249 Acquisition of capital assets (229,229) (1,602,279) 0 (1,831.508) Principal paid on long-term debt 0 (255,111) 0 (255.111) Net cash used for capital and related financing activities (229,229) (1,799,066) 0 (2,028.295) CASH FLOWS FROM INVESTING ACTIVITIES: Interest on investments 0 34.117 2.007 36,124 Net Increase in Cash and Cash Equivalents (344.348) 2.482.945 (50.970) 2.087,627 Cash and Cash Equivalents at Beginning of Year 346.687 2,546,735 51,249 2.944.671 Cash and Cash Equivalents at End of Year $ 2,339 $ 5.029.680 $ 279 $ 5,032,298 Reconciliation to Balance Sheet: Cash and Cash Equivalents at end of year 2,339 5,029,680 279 5,032,298 Other Trust and Agency Funds 0 0 5,421,975 5.421,975 Per Balance Sheet $ 2,339 $ 5,029,680 $ 5,422,254 $ 10,454,273 NONCASH TRANSACTIONS AFFECTING FINANCIAL POSITION: Disposition of contributed fixed assets $ 5,972 $ 16.856 $ 0 $ 22.828 Contribution of fixed assets 0 (1.430.123) 0 (1.430,123) Net change in contributed capital (5.972) 1.413,267 0 1,407,295 Net effect of noncash transactions $ 0 $ 0 $ 0 $ 0 (See Notes to Financial Statements) 28 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Note 1 - Summary of Significant Accounting Policies: The County of Weld, Colorado ("County") was established in 1861, and on January 1, 1976, became a home rule county under the provisions of Section 30-35-501, CRS, 1973 . The County operates under an elected commissioner form of government. The County provides the full range of services contemplated by statute or charter. These include general government functions, public protection and safety, health, social services, human resource services, public improvements, road and bridge operations, planning and zoning, and general administrative services. The financial statements of the County have been prepared in conformity with generally accepted accounting principles (GAAP) as applied to governmental units. The following summary of significant accounting policies is presented to assist the reader in evaluating the County's financial statements. A. Reporting Entity: The financial statements of the County include those of legally separate entities which are included in the County's reporting entity because of the significance of their operational or financial relationship with the County. Financial information for each of the individual component units may be obtained at the County's administrative offices. The Weld County Housing Authority has been included in Weld County' s Comprehensive Annual Financial Report as a discretely presented component unit. The Board of County Commissioners appoints all of the five member Housing Authority Board. The County has the ability to remove any of the appointed board members, they can modify decisions made by the board and can hire or fire persons responsible for the day to day operations. The Weld County Housing Authority is governed by state regulations, but was designated as part of the County for budgetary and audit purposes by an act of the Colorado General Assembly in 1989. Because they provide services to or otherwise benefit Weld County, the financial statements of the following organizations are blended into the County financial statements: Weld County Retirement Plan -- The Retirement Board consists of five members, two selected by participating employees, two appointed by the Board of County Commissioners, and the fifth being the elected County Treasurer. The County funds half of the retirement plan, which covers substantially all permanent, full- time employees of Weld County. The operation of the plan is accounted for in the Weld County Retirement Fund, as a Pension Trust Fund. Weld County Finance Corporation -- The Weld County Finance Corporation ("Corporation") was formed in 1987 as a not-for-profit corporation under section 501 (c) (4) of the Internal Revenue Code, 29 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 and exists solely to acquire real estate and construct buildings for lease to the County. The Board of County Commissioners appoints the three-member Board of Directors of the Corporation, and approves all projects undertaken by the Corporation. The members of the Board of Directors are employees of the County. The following Authority and special districts have not been included in the County's financial statements individually, but are included in aggregate in the Public Works Fund, a Special Revenue Fund. Beebe Draw Law Enforcement Authority Local Improvement Districts The following related organizations are excluded from the accompanying financial statements because the County's accountability for these organizations does not extend beyond various appointments. North Colorado Medical Center -- The Board of County Commissioners appoints a seven member Hospital Board of Trustees. The Hospital Board of Trustees leases land only to Normedco. Normedco is a holding company of which the North Colorado Medical Center (NCMC) is a not-for-profit subsidiary operating the hospital. Effective in 1991, the Hospital Board of Trustees no longer appoints any members to the Normedco Board of Directors. The NCMC has the ability to incur its own debt and its operations are financed totally by patient revenues. Greeley-Weld Airport Authority -- The County Commissioners appoint two of the five Airport Authority Board members. The County has contributed approximately 5% of the funds for capital construction. The Authority has full autonomy under Colorado State law, can incur debt, and funds its operations totally from user fees. Weld Library District -- The County Commissioners, together with the concurrence of the city councils of seven participating municipalities, appoint the seven member Library District Board. The Library District Board has total autonomy under the State Library Act to incur debt, establish budgets, and levy property taxes to support the District's library system. Colorado Counties Casualty and Property Pool (hereinafter referred to as "CAPP") - CAPP was formed July 1, 1986, by an intergovernmental agreement by member counties as a separate and independent governmental and legal entity pursuant to the provisions of Article XIV, section 18 (2) of the Colorado Constitution and section 29-1-201 et seq. , 24-10-115.5, and 29-13- 102, CRS, as amended. Each member county in this intergovernmental agreement has the power under Colorado law to make provision for the property and casualty coverage which constitute the functions and services jointly provided by means of the CAPP. The Insurance Commissioner of the State of Colorado has such authority with respect to the CAPP as is provided by applicable Colorado statues. 30 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 The purposes of the CAPP are to provide a risk management fund for defined property and casualty coverage and to assist members in controlling costs by providing specialized governmental risk management services and systems. It is the intent of the members to use member contributions to defend and indemnify, in accordance with these bylaws, any member against stated liability or loss to the limit of the financial resources of the risk management fund. It is also the intent of the members to have CAPP provide needed coverage at reasonable costs. All income and assets of CAPP shall be at all times dedicated to the exclusive benefit of its members. Weld County, through its Insurance Internal Service Fund, recognizes an expense for the amount paid to CAPP annually for these coverages. Weld County is a charter member of CAPP, and has been a continuous member since July 1, 1986. B. Basis of Presentation: Each fund is an independent fiscal and accounting entity with a self- balancing set of accounts recording cash and other financial resources together with all related liabilities, residual equities and balances which are segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with special regulations, restrictions, or limitations. The various funds are grouped into six generic fund types under three broad fund categories, as follows: Governmental Fund Types: All governmental funds and expendable trust funds are accounted for using a current financial resources measurement focus. Under this measurement focus, only current assets and current liabilities are generally included in the balance sheets. The reported fund balance (net current assets) is considered a measure of "available spendable resources" . Governmental fund operating statements present increases (revenue and other financing sources) and decreases (expenditures and other financing uses) in net current assets. Accordingly, these funds are said to present a summary of sources and uses of "available spendable resources" during a period. General Fund: The General Fund accounts for all financial transactions of the County that are not properly accounted for in other funds. Ordinary operations of the County such as public safety, county administration and other activities financed from taxes and general revenue are reflected in this fund. 31 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Special Revenue Funds: Special Revenue Funds are established to account for taxes or other earmarked revenue of the County which finance specified activities as required by law or administrative action. Capital Projects Fund: Capital Projects Fund is established to account for financial resources used for the acquisition or improvement of the capital facilities of the County. Proprietary Fund Types: All proprietary funds are accounted for on a flow of economic resources measurement focus. This means that all assets and all liabilities (whether current or non-current) associated with the fund's activity are included on the balance sheet. Fund equity (net total assets) is segregated into contributed capital and retained earnings components. Proprietary fund type operating statements present increases (revenue) and decrease (expenses) in net total assets. The County applies applicable FASB pronouncements issued on or before November 30, 1989, in accounting and reporting for its proprietary operations. Enterprise Fund: Enterprise Fund is used to account for operations where the intent of the County is that the costs or services to the general public on a continuing basis be financed or recovered primarily through user charges. Internal Service Funds: Internal Service Funds are established to account for goods and services provided to other departments of the County on a cost- reimbursement basis. Fiduciary Fund Types (Trust and Agency Funds) : Trust and Agency Funds are established to record transactions relating to assets held by the County in the capacity of trustee, custodian, or agent for individuals, governmental entities and non-public organizations. These include expendable trust, non-expendable trust, pension trust, and agency funds. Expendable trust funds are accounted for in essentially the same manner as governmental funds. Nonexpendable trust funds and pension trust funds are accounted for in essentially the same manner as proprietary funds. Agency funds are purely custodial (assets equal liabilities) and thus do not involve measurement of results of operations. In addition to the funds, self-balancing account groups are established to account for the general fixed assets and general long-term debt of the County, as follows: 32 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 General Fixed Assets Account Group: Fixed assets used in governmental fund type operations are accounted for in the General Fixed Assets Account Group. General Long-Term Debt Account Group: The General Long-Term Debt Account Group is used to account for all long term indebtedness not accounted for in the proprietary fund types. Discretely Presented Component Unit: The component unit column in the combined financial statements includes the financial data of the County's component unit. It is reported in a separate column to emphasize that it is legally separate from the County. The component unit is accounted for using a current financial resources measurement focus. C. Basis of Accounting: The governmental funds, expendable trust funds, and agency funds utilize the modified accrual basis of accounting. Under this method revenues are recognized when measurable and available. "Measurable" means the amount of the transaction can be determined and "available" means collectible within the current period or soon enough thereafter to pay liabilities of the current period. Primary revenues susceptible to accrual are taxes, grant revenues and investment earnings. Property tax is reported as deferred revenue (less estimated uncollectible amounts) in the year the levy is certified and as a revenue when available to finance the County's current operations. Other taxes are also reported as revenue when available. Grant revenue is recognized as qualifying expenditures are incurred, and investment earnings are accrued over the life of the investment. Expenditures are generally recognized when the related fund liability is incurred except for long-term liabilities, such as accrued vacation and sick leave, which are recorded when payable from current available financial resources. Proprietary funds, nonexpendable trust funds and pension trust funds follow the accrual basis of accounting whereby revenue is recognized when earned and expenses are recorded when liabilities are incurred. Investments in the Pension Retirement Fund are valued at their fair values in the Combining Balance Sheet. Unrealized gains and losses are included in the change in plan net assets. Encumbrances: Weld County utilizes the encumbrance method of recording commitments related to unperformed contracts for goods and services 33 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 or portions thereof not yet received. Under this method, encumbrances for purchase orders, contracts, and other commitments outstanding at year end are recorded as a reservation of fund balance and do not constitute expenditures or liabilities. Because the commitments will be honored during the subsequent year a reappropriation is made in the subsequent year to provide authority to complete the transaction. Budget: An annual budget and appropriation ordinance is adopted by the Board of County Commissioners in accordance with the Colorado State Budget Act and Weld County Home Rule Charter. The budget is prepared on a basis consistent with generally accepted accounting principles. Budgets are established for all Governmental Funds, Internal Service Funds and the Enterprise Fund. The accounting system is employed as a budgetary management control device during the year to monitor the individual departments. The fund level is the level of classification at which expenditures may not legally exceed appropriations, except for the General Fund where the department level of expenditures cannot legally exceed appropriations. During the year, several supplemental appropriations were necessary. All annual appropriations lapse at year end. The Director of Finance and Administration is authorized to transfer budgeted amounts within departments of each fund. Any revisions that alter the total appropriation for a fund or for any General Fund department must be approved by the County Commissioners through a supplemental appropriation ordinance. During 1998, three supplemental appropriation ordinances were enacted, which brought the total budget from the original appropriation of $89,291, 082 to $99, 953,119. Budget amounts reported in the accompanying financial statements reflect these supplemental appropriations. Property Taxes: Property taxes attach as an enforceable lien on property as of January 1. Taxes were levied on December 10, 1997 and are collected in 1998 in either two installments or one full payment as follows: The first billing is mailed January 15 and is due by February 28, (half installment) or a full payment by April 30. The second billing is mailed May 15, and is due by June 15, (second installment) . The bill becomes delinquent on March 1, May 1, and June 16 and penalties and interest may be assessed by the County. The County, through the Weld County Treasurer, bills and collects its own property taxes as well as property taxes for all school districts, cities and towns, and special districts located within the County. In accordance with Section 14-7 of the Weld County Home Rule Charter, all ad valorem tax levies for County purposes, when applied to the total valuation for assessment of the County, shall be reduced so as to prohibit the levying of a greater amount 34 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 of tax revenue than was levied from ad valorem taxation in the preceding year plus five per cent (5%) , except to provide for the payment of bonds and interest. The Board of County Commissioners may submit the question of an increased levy to the County Council and, if in the opinion of a majority of the County Council the County is in need of additional funds, the Council may grant an increased levy for the County in such amount as it deems appropriate, and the County is authorized to make such increased levy. Any one capital project requiring a capital expenditure out of funds procured by ad valorem taxation equal to a three mill levy for three years, shall be prohibited unless approved by a majority vote of the qualified electors at a general or special election per Section 14-8 of the Weld County Home Rule Charter. The original January 1, 1998 levies for the applicable funds of the County are as follows: Mills Amount General Fund 16.069 $ 23,728,310 Road and Bridge 1.534 2,265,428 Social Services Fund 1.736 2,563,848 Contingent Fund .068 100,000 Capital Expenditures Fund 1.947 2, 875, 000 Insurance Fund .684 1,010,756 TOTAL 22 .038 .$ 32,543,342 Investments: Investments are reported at fair value which is determined using selected bases. Short-term investments are reported at cost, which approximates fair value. Securities traded on a national or international exchange are valued at the last reported sales price at current exchange rates. Non-participating contracts such as certificates of deposits are reported at cost. Cash deposits and money market investments that mature within one year or less are reported at carrying amount which reasonably estimates fair value. Investment pools are reported at fair value which is determined by the fair value per share of the pool' s underlying asset portfolio. Cash and Cash Equivalents: For purposes of the statement of cash flows, the County considers all highly liquid investments with a maturity of three months or less to be cash equivalents. 35 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Inventories: Inventories of governmental funds, which consist of expendable materials held for consumption, are stated at cost utilizing the weighted average cost method. These funds follow the consumption method of accounting whereby expenditures are recorded at the time the inventory items are used. Inventories of proprietary funds are recorded at average cost. Interfund Receivables/Payables: Interfund transactions resulting from reimbursements, operating transfers, and charges for services rendered are recorded as due to or due from other County funds. Interfund Transactions: Quasi-external transactions are accounted for as revenues, expenditures or expenses. Transactions that constitute reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund, are recorded as expenditures/expenses in the reimbursing fund and as reductions of expenditures/expenses in the fund that is reimbursed. All other interfund transactions, except quasi-external transactions and reimbursements, are reported as transfers. Nonrecurring or non-routine permanent transfers of equity are reported as residual equity transfers. All other interfund transfers are reported as operating transfers. Fixed Assets: Acquisitions of general fixed assets are recorded as capital outlay expenditures within the governmental funds. Public domain ("infrastructure") general fixed assets consisting of roads, bridges and rights-of-way are not capitalized. No depreciation is provided on general fixed assets. All fixed assets are valued at historical cost or estimated historical cost if actual historical cost is not available. Donated fixed assets are valued at their estimated fair market value on the date donated. Depreciation of all exhaustible fixed assets used by Internal Service Funds, Enterprise Funds and the Nonexpendable Trust Funds is charged as an expense against the operations. Accumulated depreciation is reported on the related balance sheets. Depreciation is provided using the straight-line method over the estimated useful lives, as follows: Buildings 20-30 years Improvements Other than Buildings 20 years Machinery and Equipment 3-10 years 36 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Risk Management and Insurance: The County manages risks of loss through a combination of commercial insurance, participation in a public entity risk pool, and self-insurance. These activities are accounted for in the Insurance Fund, an internal service fund. The County provides dental and vision insurance benefits to employees, which are funded by employee contributions. These activities are accounted for in the Health Insurance Fund, an internal service fund. Estimated liabilities for claims incurred but not reported are included in accrued liabilities. Sick Leave and Vacation Pay: Accrued sick leave for the governmental funds is accounted for in the General Long-Term Debt Account Group. Sick leave is earned when vested, and it is recorded as an expenditure in the applicable fund when paid. In the event of retirement or termination, an employee whose date of hire is prior to January 1, 1985 is paid for 50% of accumulated sick leave hours up to the equivalent of one month. If the employees date of hire is after January 1, 1985, no sick leave is paid upon retirement or termination. Accrued vacation for the governmental funds is accounted for in the General Long-Term Debt Account Group. Unused vacation time is forfeited after 24 months from date earned. Upon termination or retirement, employees are paid for their accrued vacation. Vacation is recorded as an expenditure in the applicable governmental type fund when paid. Vacation and sick leave is accrued in the proprietary fund types when earned. Long-term Obligations: Long-term debt is recognized as a liability of a governmental fund when due. For other long-term obligations, only that portion expected to be financed from expendable available financial resources is reported as a fund liability of a governmental fund. The remaining portion of such obligations is reported in the General Long-Term Debt Account Group. Long-term liabilities expected to be financed from proprietary fund operations are accounted for in those funds. Fund Equity: Contributed capital is recorded in proprietary funds that have received capital grants or contributions from developers, customers or other funds. Reserves represent those portions of fund equity not appropriable for expenditure or legally segregated for a specific future use. Designated fund balances represent tentative plans for future use of financial resources. 37 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Reserves for the County of Weld are recorded up to the maximum equity available in fund balance and consist of: Reserved for Encumbrances; These reserves are established to record purchase orders and commitments outstanding for which the related goods/services have not been received at year end. The reserves recorded at December 31, 1998 include $608,151, $542,662 and $2,218,789 for the General Fund, Special Revenue Funds, and Capital Projects Fund, respectively, for a total of $3,369,602 . Reserved for Other Assets: These reserves are established to record all prepaid items. Recorded reserves at December 31, 1998 are $13,656 and $ 9,084 for the General Fund and Special Revenue Funds, respectively, for a total of $22,740. Reserved for Inventories: These reserves are established to record the total level of supply inventories. Recorded reserves at December 31, 1998 are $126, 626 and $609, 005 for General Fund and Special Revenue Funds, respectively, for a total of $735,631. Reserved for Employees Pension Benefits: These reserves are established to record the pension benefit obligation of the Weld County Retirement Plan. The amount of this reserve is $61,714,771 at December 31, 1998. Reserved for Claims: Reserves have been recorded in the Contingent Fund for investments in which the Securities and Exchange Commission froze all assets in 1991 pending outcome of criminal investigations of the securities dealers and which the County is in litigation to recover. Reserves recorded represent total potential loss to the County. The amounts are $2, 754, 017 in the Contingent Fund, a Special Revenue Fund. Designated Fund Balance: Fund balance designated for subsequent year's expenditures represents fund balance commitments for appropriated expenditures in excess of anticipated revenue for the year ended December 31, 1999. Non-Federal In-Kind Contributions: volunteers assist the various programs of the Human Services Fund (a Special Revenue Fund) in providing transportation and various other program functions. Donated labor is recorded at rates based upon the market rate of service provided. Volunteer mileage is recorded at 25 per mile. Donated food, clothing, and other goods are recognized as contributed revenue at fair market value. An offsetting in-kind expenditure is also recorded for the value of the donated goods and services. 38 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Memorandum Only - Total Columns: Total columns on the General Purpose Financial Statements are captioned Memorandum Total to indicate that they are presented only to facilitate financial analysis. Data in these columns do not present financial position, results of operations, or cash flows in conformity with generally accepted accounting principles. Neither is such data comparable to a consolidation. Interfund eliminations have not been made in the aggregation of this data. Comparative Data: Comparative total data for the prior year has been presented in the accompanying financial statements in order to provide an understanding of changes in the County's financial position and operations. However, comparative data has not been presented in all statements because their inclusion would make certain statements unduly complex and difficult to understand. Use of Estimates: The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Restatement: During 1998, the County implemented a new standard (GASS 32) requiring changes to the accounting and financial reporting for the deferred compensation plans created in accordance with Internal Revenue Code 457. The plan is administered by independent plan administrators through administrative service agreements. The County' s administrative involvement is limited to transmitting amounts withheld from payroll to the plan administrator who performs investing functions. Amendments to the laws governing Section 457 plans substantially became effective January 1, 1997. In February, 1998, the County approved the group annuity contract amendment such that plan assets are held in trust for the benefit of the plan participants and their beneficiaries. The assets should not be diverted to any other purpose. Therefore, the financial activity of this plan is no longer reported in the County' s Trust and Agency Fund. As a result, Trust and Agency Fund assets and liabilities were decreased by $2,878,226 as of January 1, 1998. 39 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Note 2 - Equity in Pooled Cash and Investments: The County maintains a cash and investment pool that is available for use by all funds. The cash and investment pool is under the custody of the County Treasurer. Several of the County's funds also hold investments on their own account some of which are restricted assets. Each fund's share of the cash and investment pool as well as non-pooled cash and investments is displayed on the balance sheets as "Cash and Short-term Investments." Substantially all cash and investments of the Pension Trust Fund are held separately from those of the other County funds. If a fund overdraws its share of a pooled cash account, the overdraft is reported as an interfund receivable/advance to other fund in the General Fund with an offsetting interfund payable/advance from other fund in the overdrawn fund. Cash deficits that were outstanding at December 31, 1998 are as follows: Enterprise Fund: Ambulance $ 92,786 Deposits: Colorado State Statutes, specifically the Public Deposit Protection Act of 1989, require all public monies to be deposited in financial institutions which have been designed as eligible public depositories. Eligible public depositories must pledge eligible collateral, as promulgated by the State banking board, having a market value in excess of one hundred two percent of the aggregate uninsured public deposits. Eligible collateral must be held in the custody of any federal reserve bank or any branch thereof, or of any depository trust company which is a member of the federal reserve system and which is supervised by the State banking board. The Statutes further restrict such deposits to eligible public depositories having their principal offices within the State of Colorado. The bank balances of the County' s pooled and non-pooled deposits are categorized by level of risk as follows: Category A (the least level of risk) includes deposits with financial institutions that are insured by the Federal Deposit Insurance Corporation (FDIC) , with securities held by the County or its agent in the County's name; Category B includes uninsured deposits collateralized with securities held by the pledging financial institution's trust department or agent in the County' s name, including those collateralized in accordance with the Public Deposit Act of 1989; and Category C (the highest level of risk) includes uninsured or uncollateralized funds held by the pledging financial institution, or by its trust department or agent but not in the County' s name, that could be lost if the financial institution fails. Categorized deposits at December 31, 1998 are as follows: 40 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 CATEGORY Bank Carrying A B Balance Amount Primary Government: Pooled Deposits Demand deposits $ 100,000 $ 4,137,183 $ 4,237,183 $ 3,434,852 Certificates of Deposit 700,000 3,620,800 4,320,800 9,320,800 Total pooled deposits 800,000 7,757,983 8.557,983 7,755,652 Non-pooled Deposits Demand deposits $ 0 $ 17,773 $ 17,773 $ 343,471 Total deposits $ 800,000 $ 7,775,756 $ 8,575,756 L8,099,123 Component Unit: Pooled Deposits Certificates of Deposit L____1 $ 32,644 $ 32,644 §_S644 All deposits made by the County Treasurer in 1998 were done so in eligible public depositories, as defined by the Public Deposit Protection Act of 1989. Investments: Colorado State Statutes authorize the County to invest in U.S. Treasury bills, notes, and bonds, U.S. government agency securities, general obligations and revenue bonds of any state, commercial paper, money market funds, repurchase agreements, and local government investment pools. At December 31, 1998, the County held investments in the following local government investment pools: the Colorado Surplus Asset Fund Trust (CSAFE) , the Colorado Diversified Trust (CDT) , the Colorado Local Government Liquid Asset Trust (COLOTRUST) and the Government Asset Pool (GAP) . All investments made by the County Treasurer in 1998 were done in accordance with Colorado State Statutes. The Weld County Retirement Plan contractually delegate investment management to investment managers. The County' s investments are categorized by level of risk as follows: Category A (the least level of risk) includes investments that are insured or registered or for which the securities are held by the County or its agent in the County's name; Category B includes uninsured or unregistered investments for which the securities are held by the counter party's trust department in the County's name; and Category C (the highest level of risk) includes uninsured or unregistered investments for which the securities are held by the counter party or by its trust department or agent but not in the County's name and that portion of the carrying amount of any repurchase agreement that exceeds the market value of the underlying securities. The County's investments in local government investment pools and money market funds cannot be categorized by level of risk because they are not evidenced by specific securities due to the nature of an investment pool. The retirement plan investments also cannot be categorized since the specific securities belonging to Weld County cannot be identified. 41 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Fairvalue Category \Carrying B Amount Cost Primary Government: Pooled Investments: U. S. Government Agency Notes $ 12,069,213 $ 12,069,213 $ 12,090,253 Local Government Investment Pools 2,785,470 2,785,470 Money Market Funds 9,215,568 9.215.568 Total pooled investments 24,070,251 24,091,291 Non-pooled Investments: Money Market Funds 247,518 247,518 Retirement Plan 68,494,090 63,398,228 Total non-pooled investments 68,741,608 63,645,746 Total $ 92,811,859 $ 87,737,037 Component Unit: Pooled Investments: Local Government Investment Pools $ 335,427 $ 335,427 Money Market Funds 189,698 189,698 Total $ 525,125 $ 525,125 At December 31, 1998, the County has invested $2,754, 017 in a government securities fund, initially as a short-term investment. As discussed in Note 11, this fund was frozen in 1991 by the Securities and Exchange Commission pending outcome of criminal investigations of the securities dealers and the County initiated litigation to recover damages. The market value of this investment is not available. There is a reasonable possibility that an investment loss may ultimately be realized. An estimate of the loss or range of loss cannot be made due to the status of the litigation. Note 3 - Allowance for Uncollectible Accounts Receivable: The allowance for uncollectible receivables consists of the following at December 31, 1998: Allowance for Fund Tvme Uncollectible General $ 28, 945 Special Revenue 89,619 Capital Projects 4, 854 Enterprise 450, 000 Internal Service 833 Total $ 574,251 42 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Note 4 - Individual Fund Receivable and Payable Balances and Advances: Interfund receivable and payable at December 31, 1998 are as follows: Interfund Interfund Receivables Pavables General Fund $ 164, 170 $ 42, 176 Special Revenue Funds: Public Works Fund 242,584 86, 882 Social Services Fund 0 319,213 Public Health Fund 2, 130 4,018 Human Service Fund 19,703 9,120 Solid Waste Fund 0 42,414 Capital Projects Fund 0 60,493 Internal Service Funds: Motor Vehicle Fund 131, 966 13,458 Insurance Fund 7, 090 0 Phone Services Fund 10, 131 0 Total $ 577,774 $ 577, 774 Advances from and to other funds at December 31, 1998 are as follows: Advances Advances From To General Fund $ 0 $ 95,000 Ambulance Fund 95,000 0 Total $ 95,000 $ 95,000 43 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Transfer in and out other funds at December 31, 1998 are as follows: Transfer Transfer In Out General Fund $ 0 $ 1,388,657 Special Revenue Funds: Emergency Fund 500, 000 Contingent Fund 0 1,200, 000 Solid Waste Fund 0 904, 123 Public Health Fund 1, 863, 949 0 Human Services Fund 12,351 0 Capital Projects Fund 416,480 0 Health Insurance Fund 700,000 0 Total $ 3,492,780 $ 3,492,780 Note 5 - General Fixed Assets: A summary of changes in general fixed assets follows: Balance Balance 1/1/98 Reclass Additions Deletions 12/31/98 Land $ 2,561,997 $ 0 $ 0 $ 0 $ 2,561,997 Buildings 26,069,317 116,855 1,305,151 6,140 27,485,183 Leasehold Improvements 30,201 0 0 605 29,596 Improvements Other Than Buildings 3,130,108 0 28,635 781 3,157,962 Machinery and Equipment 9,339,727 152,937 1,966,743 1,616,587 9,842,820 Construction in Progress 424,826 (269,792) 4,516,256 0 4,671,290 Total $ 41,556,176 $ 0 $ 7,816,785 $ 1,624,113 $ 47,748,848 At year-end 1998 construction in progress consists of $3, 379,765 for the Health Building and $1,291,525 for the Public Works Service Center. 44 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Note 6 - Operating Leases: The reporting entity has entered into a number of operating leases which contain cancellation provisions and are subject to annual appropriations. For the reporting period, rent expenditures approximated $456, 000 for all types of leases. These expenditures were made primarily from the General, Public Works and Health Funds. Note 7 - Long-Term Debt: Long-term debt consists of the following at December 31, 1998 : Internal Service Fund: Certificates of participation $ 8,580,000 Less unaccreted discount 34,764 Certificates of participation - net 8,545,236 General Long-Term Debt Account Group: Special assessment bonds payable 10,000 Sick-leave and vacation accruals 1,358, 957 Total 1,368, 957 MEMORANDUM TOTAL $ 9, 914,193 Certificates of participation represent debt of the Weld County Finance Corporation, an Internal Service Fund and are not general obligations of the County. The certificates were issued to finance the construction of buildings leased to the County under annually renewable operating leases. The debt of the Weld County Finance Corporation is payable from lease payments received from the County. The certificates bear interest at rates ranging from 3 .80% to 7.38 per annum and mature in increasing annual amounts through 2016. Series 1992 certificates maturing in 2001 or after and series 1997 certificates maturing in 2008 or after are callable for redemption prior to maturity in whole or in part at the option of the County in 2000 and 2007, respectively. Future debt service requirements for the certificates of participation are as follows: Year Principal Interest Total 1999 $ 275, 000 $ 465,330 $ 740,330 2000 290, 000 449,160 739, 160 2001 310, 000 431,673 741,673 2002 555, 000 412, 692 967, 692 2003 360,000 377,233 737,233 2004-2016 6, 790, 000 2, 831, 015 9,621,015 Total $ 8,580,000 $ 4, 967,103 $ 13,547,103 45 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Special assessment bonds are payable solely from assessments collected from the property owners benefitted by the respective improvements. All assessments have been collected from property owners, remaining coupon has not been presented for redemption. Long-term debt transactions during 1998 are summarized as follows: Certificates Vacation of and Sick Bond Participation Leave Payable Total Balance, January 1, 1998 $ 8,800,347 $ 1,237,544 $ 10,000 $ 10,047,891 Retired in 1998 (260,000) 0 0 (260,000) Discount accretion 4,889 0 0 4,889 Additions in 1998 0 121.413 0 121,413 Balance, December 31, 1998 $ 8,545,236 $ 1,358,957 $ 10,000 $ 9,914,193 Weld County has no general bonded indebtedness. In accordance with Section 30-35-201,CRS, 1973, the County's general bonded indebtedness is limited to 3% of the assessed valuation, or $46,595, 132 at December 31, 1998. The County has issued industrial revenue bonds for the purpose of financing capital projects of several private enterprises. Under terms of a financing agreement, the bonds are sold to a bank, the private enterprise assumes full responsibility for repayment of the debt, and the County is released from any liability for repayment. Industrial revenue bonds outstanding as of December 31, 1998 totalled $10,735,889. Note 8 - Other Required Individual Fund Disclosures: Excesses of expenditures over appropriations in individual funds are as follows: Revised Over- Appropriation Expenditures Expenditures Social Services $ 1,080,933 $ 11,999,085 $ 918,152 Ambulance Fund 3,614,893 4,024,504 409,611 Health Insurance 167,964 178,009 10,045 Finance Corporation 260,000 303,181 43,181 46 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Excesses of expenditures over appropriations in General Fund departments can be seen by unfavorable variances in the expenditures section of the Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual. Retained earnings in the Weld Finance Corporation and Phone Service Fund at December 31, 1998 were deficits of $176, 835 and $42,310, respectively. These deficits will be recovered through future operations. Note 9 - Weld County Retirement Plan: Plan Description: The Weld County Retirement Plan ("Plan") is a single-employer defined benefit pension plan administered by a five-member retirement board. The Plan provides retirement, disability and death benefits to plan members and beneficiaries. All full-time employees, except officers and employees of the Health Department, are required to participate in the Plan. Cost-of-living adjustments are provided to members and beneficiaries at the discretion of the Retirement Board. The Retirement Board and the Board of Commissioners maintain the authority to establish and amend benefit provisions of the Plan. The Retirement Board issues a publicly available financial report that includes financial statements and required supplementary information. That report may be obtained by contacting the County of Weld, State of Colorado. Funding Policy: The contribution requirements of plan members and the County are established and maintained by the Board of Commissioners. Plan members are required to contribute 6% of their annual covered payroll. The County is required to contribute at an actuarially determined rate; the current rate is 6% of annual covered payroll. Annual Pension Cost and Net Pension Obligation: The County's annual pension cost and net pension obligation to the Plan for the current year were: Annual required contribution $ 1,327,712 Interest on net pension obligation 0 Adjustment to annual required contribution 0 Annual pension cost 1,327,712 Contributions made (1,557,001) Increase (decrease) in net pension obligation ( 229,289) Net pension obligation beginning of year 0 Net pension obligation end of year $ 0 47 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 The annual required contribution for the current year was determined as part of the January 1, 1998 actuarial valuation using the entry age actuarial cost method. The actuarial assumptions included (a) 7.5% investment rate of return (net of administrative expenses) and (b) projected salary increases ranging from 5.3% to 8.5% per year. Both (a)and(b) included an inflation component of 5.0%. The assumptions did include postretirement benefit increases of 2%. The actuarial value of assets was determined using techniques that smooth the effects of short-term volatility in the market value of investments over a five-year period. The unfunded actuarial liability is being amortized as a level percentage of projected payroll on an open basis. The remaining amortization period at January 1, 1998, was 28 years. Three-year Trend Information: Fiscal Year Annual Pension Percentage of Net pension Ending Cost (APC) APC Contributed Obligation December 31, 1997 $ 1,346,826 104.1% $ 0 December 31, 1998 $ 1,327,712 117.3% S 0 Note 10 - Risk Management: The County uses a combination self insurance, participation in an insurance pool (discussed in Note 1) , and insurance coverage. The activity for County risk functions is accounted for in the Insurance Internal Service Fund and Health Insurance Internal Service Fund. Workers' Compensation coverage is partially self-insured with insurance coverage of a $300, 000 self-insured retention. Estimated liabilities for claims made and claims incurred but not reported (IBNR) at year-end are shown as accounts payable in the fund. These estimates are based upon a third-party administrator' s review of claims and actuarial projections from historical claims data. Changes in the balances of claims liabilities during the current and prior years are as follows: December 31, 1997 December 31, 1998 Unpaid Claims -Beginning $ 236,176 $ 166,883 Incurred Claims (Includes IBNR'S) 199,115 420,957 Claims Paid (268,408) (392,967) Unpaid Claims - Ending $ 166,883 $ 194,873 The Insurance Internal Service Fund provides protection against losses involving County property, equipment, and liability. Reserves within the fund 48 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 support higher deductible or self-insured retention level against loss. Payments to CAPP for coverage under the insurance pool are shown as expenses in the Insurance Internal Service Fund. Estimated liabilities under the $125,000 self-insured retention for claims made and claims incurred but not reported (IBNR) at year-end are shown as accrued liabilities in the fund. These estimates are based upon CAPP's claim administrator's review of claims and actuarial projection from historical claims data. Changes in the balances of claims liabilities under the $125, 000 self-insured retention during current and prior years are as follows: December 31, 1997 December 31, 1998 Unpaid Claims - Beginning $ 84,199 $ 57,692 Incurred Claims (Includes IBNR'S) 13,139 74,843 Claims Paid (39,646) (90,225) Unpaid Claims - Ending $ 57,692 $ 42,310 The Health Insurance Internal Service Fund covers the county's dental and vision reimbursement plan. The plan is not an insurance program, but rather an employee reimbursement plan that closes out each year on December 31, for services received on or before the date. No outstanding claims or incurred but not reported liabilities exist for year-end. The health insurance plan is fully insured. Note 11 - Contingencies: The County is currently the defendant in several lawsuits. Based upon the opinion of legal counsel, these claims would be covered by insurance and/or there does not appear to be a threat of significant liability to the County. At December 31, 1998, the County had $2, 754,017 plus interest invested in a government securities fund. This fund was frozen in 1991 by the Securities and Exchange Commission pending outcome of criminal investigations of the securities dealers and the County initiated litigation to recover damages. As of December 31, 1998, this litigation continues against substantial business entity defendants. There is a reasonable possibility that an investment loss may ultimately be realized. An estimate of the loss or range of loss cannot be made due to the status of the litigation. Colorado voters passed an amendment to the State Constitution, Article X, Section 20, which has several limitations, including revenue raising, spending abilities, and other specific requirements of state and local governments. The Amendment is complex and subject to judicial interpretation. The entity. believes it is in compliance with the requirements of the amendment. However, 49 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 the entity has made certain interpretations of the amendment's language in order to determine its compliance. The County is exposed to various risks of loss related to torts; theft of, damage to, or destruction of assets; and errors or omissions. (See Note 9) These activities are accounted for in the Insurance Fund, an internal service fund. A liability for a claim is established if information indicates that it is probable that a liability has been incurred at the date of the financial statements and the amount of the loss is reasonably estimable. Insurance coverages have not been significantly reduced from prior years and settlements have not exceeded insurance coverage in the past three years. The County participates in a number of federal and state grant programs. Principal funding agencies include Department of Labor, Community Services Administration, Department of Health and Human Services, Department of Housing and Urban Development, Economic Development Agency, and Area Agency on Aging. These programs are subject to program compliance audits by the grantors or their representatives. The amount, if any, of expenditures which may be disallowed by the granting agencies cannot be determined at this time, although the County expects such amounts, if any, to be immaterial. Note 12 - Public Trustee: Pursuant to an act of the Colorado General Assembly, the Weld County Public Trustee is to be deemed an agency of the County for the purpose of financial reporting. Related activity has been reported in the General Agency Fund, with the following activity identified strictly for the office of the Public Trustee as of and for the year ended December 31, 1998: Assets $ 186, 072 Liabilities 44,089 Fund Balance 141, 983 Revenues 357, 805 Expenditures 271,182 50 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1998 Note 13 - Changes in Contributed Capital: A reconciliation of changes in contributed capital is as follows: Additions (Deletions) To/From General Fixed Assets or Year Ended December 31, Cont. Capital 1998 Motor Vehicle Fund $ 1,413,267 General Fixed Assets (1,407,295) Ambulance (5,972) Total $ 0 51 COUNTY OF WELD STATE OF COLORADO PENSION TRUST REQUIRED SUPPLEMENTARY INFORMATION Year Ended December 31, 1998 Schedule of Funding Progress Actuarial Actuarial Actuarial Unfunded Funded Covered UAAL as a Valuation Value of Accrued AAL Ratio Payroll Percentage Date Assets Liability (UAAL) (a/b) of (a) (AAL) (b-a) (C) Covered Entry Age Payroll (b) [b-a) /c] 1/1/97 $52, 113, 121 $56, 148,086 $ 4, 034, 963 92 .8% $22,728,155 17.8% 1/1/98 $58,256, 392 $61,714,771 $ 3,458,379 94 .4% $24,902,505 13 .9% 52 COM131N1NG STAT£M£NTS, 1ND1V1DVAL WND AND ACCOUNT GROVi' STATEMENTS AND SC�-i£�VL£S GENERAL FVND The General fund Accounts for all financial transactions of the county that are not properly accounted for in other funds. Ordinary operations of the County such as public safety, county administration and other activities financed from taxes and general revenues are reflected in this fund. COUNTY OF WELD STATE OF COLORADO General Fund Balance Sheet December 31, 1998 (With comparative totals for December 31, 1997) 1998 1997 ASSETS Cash and short-term investments $ 6.525.155 $ 3,422,445 Receivables (net of allowance for uncollectibles): Current property taxes 22.845.390 23,728,310 Delinquent property taxes 113,367 44,208 Accounts 359.406 480,381 Due from other County funds 164,170 493,971 Due from other governments 301,965 204,912 Advances to other funds 95,000 0 Inventories 126,626 100,991 Other assets 13.656 38,150 Total Assets $ 30,544,735 $ 28,513,368 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 2.261.082 $ 723,965 Accrued liabilities 834,050 762,310 Due to other County funds 42.176 88,248 Deferred revenue 23,213,300 24,134,759 Unexpended grant revenue 251,595 272,539 Total Liabilities 26.602.203 25,981,821 Fund Balance: Reserved for encumbrances 608,151 339,848 Reserved for other assets 13,656 38.150 Reserved for inventories 126,626 100,031 Unreserved: Designated for future year's expenditure 0 120,293 Undesignated 3,194,099 1,933,225 Total Fund Balance 3,942,532 2,531,547 Total Liabilities and Fund Balance $ 30.544,735 $ 28,513,368 53 COUNTY OF WELD STATE OF COLORADO General Fund Statement of Revenues, Expenditures and Changes in Fund Balances • Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual REVENUES Taxes: General property taxes $ 23.728.310 $ 23,532,969 $ (195,341) $ 19,082,093 Severance tax 13,100 13.101 1 18,203 Tobacco products 76,500 79.578 3,078 64.944 Penalties & interest 0 31,288 31,288 32,402 Property tax adjustment (1,373,441) (1.373.441) 0 0 Total Taxes 22,444,469 22,283,495 (160,974) 19,197.642 Licenses and Permits: Liquor licenses 4,000 8,026 4,026 4,208 Planning permits 348,536 376,094 27,558 294,452 Building permits 831,600 828.050 (3,550) 393,156 Electrical permits 110,000 108,423 (1.577) 109,212 Total Licenses and Permits 1,294,136 1,320,593 26.457 801,028 Intergovernmental: Federal grants 0 190,846 190,846 765,020 Payment in lieu of taxes 29,890 30,527 637 30,879 State grants 3,027,065 3,311,423 284,358 3,124.963 Other governmental units 0 66,684 66.684 40.109 Cities 6 towns 181,038 504,375 323,337 1,025,236 Total Intergovernmental 3,237,993 4.103,855 865,862 4,986,207 Charges for Services: Plan checking fees 167,000 172,347 5,347 44.148 Charges for services 1,861,293 1,696,058 (165,235) 2,279,994 Sale of supplies 43,700 63.546 19.846 43.336 Parking 12,500 12,625 125 12,163 Total Charges for Services 2,084,493 1,944,576 (139,917) 2,379,641 Fines and Forfeitures: Property forfeitures/evidence 0 (191) (191) (387) Fines (drunk drivers) 32,500 35,455 2,955 23,688 Total Fines and Forfeitures 32,500 35,264 2,764 23,301 54 COUNTY OF WELD STATE OF COLORADO General Fund Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual REVENUES (CONTINUED) Miscellaneous: Miscellaneous 284,956 262,404 (22.552) 192.919 Interest 1,575,000 2,163,909 588,909 1,622,028 Rents from land 0 0 0 2,550 Rents from buildings 218,774 213,776 (4,998) 225.017 Royalties 150.000 132,731 (17.269) 180.126 Other 877,013 964,205 87,192 1,912.421 Contributions/In kind 0 1,745 1.745 10.758 Net increase (decrease) in fair value 0 (31,978) (31.978) 0 Sale of assets 0 4,273 4,273 155.653 Total Miscellaneous 3,105,743 3,711,065 605,322 4,301,672 Fees: Inmate bond fees 1,500 0 (1.500) 600 Fee account 0 36,002 36,002 39,891 DUI fees 0 0 0 3.110 Clerk 8 Recorder fees 1,800,000 2,455,901 655,901 2,025.471 Treasurer's fees 700,000 822,725 122,725 722,844 Advertising 37.500 30.123 (7,377) 29,797 Assessor's fees 84,000 160,767 76,767 41,637 Bad check fees 13,000 9.785 (3.215) 16,139 Community service fees 0 0 0 (5) Investigation fees 2,300 489 (1.811) (392) Cable fees 11.000 31,875 20,875 18,506 Total Fees 2,649.300 3,547,667 898,367 2,897,598 Total Revenues 34,848,634 36.946.515 2,097,881 34.587,089 EXPENDITURES General Government: Office of the Board 430,270 427,351 2.919 418.440 County Attorney 420.326 414,087 6.239 380,782 Public Trustee 4,000 3,801 199 2,611 Planning and zoning 514,428 516,915 (2.487) 422,147 Clerk to the Board 108,372 100.173 8,199 87.883 County Clerk 1.247.820 1,241,914 5,906 1.213,242 Elections and registration 490,566 495,809 (5,243) 365,874 County Treasurer 583.972 562,277 21.695 545.937 County Assessor 1,659,870 1,606,565 53.305 1,519.199 Maintenance of buildings/grounds 2,368,232 2,213,604 154,628 1,882,411 County Council 22,200 12,088 10,112 11,103 District Attorney 1.797.096 1.785,001 12,095 1.658.893 Juvenile Diversion Grant 244,949 245.506 (557) 227,416 Victim Assistance 182.097 585,897 (403.800) 566.853 Financial administration 217.905 211,245 6,660 199.433 General accounting 403,577 392,005 11.572 341,251 Purchasing 84,330 81,998 2,332 77,688 Personnel 277,035 271,630 5,405 293,814 Geographical Information Systems 982,336 256.807 725,529 56,923 Computer Services 1,414,961 1,828,899 (413.938) 1,771,318 Printing and Supply 223,071 197,236 25,835 131.434 Total General Government 13.677,413 13,450,808 226,605 12.174,652 55 COUNTY OF WELD STATE OF COLORADO General Fund Statement of Revenues. Expenditures and Changes in Fund Balances • Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual EXPENDITURES (CONTINUED) Public Safety: Sheriff administration $ 624,134 $ 627,083 $ (2,949) $ 585,590 Crime control and investigations 3,252,685 3,287,398 (34.713) 3,113.082 Task force 192,308 217,376 (25,068) 192,987 Regional forensic laboratory 116.940 114,046 2.894 110.783 Communications services 779,288 780,357 (1,069) 669,505 Communication system development 0 550 (550) 6,150 E-911 administration 700 489 211 612 Criminal justice 539,398 464,680 74,718 495,700 County Coroner 257,251 262.323 (5,072) 251.455 Correctional administration 7.817.851 7,913.436 (95,585) 6,428,189 Community correction 2,468,290 2,907,223 (438.933) 2.428.785 Public service DUI 0 0 0 10,682 Building inspection 528,224 543,418 (15,194) 438,821 Office of emergency management 79,006 74.761 4,245 77,325 Waste water management 7.859 7,502 357 6,359 Animal control 138,571 135,465 3.106 84,719 Pest/weed control 268,096 245,509 22,587 179,119 Solid Waste 3,634 4,104 (470) 1,122 Total Public Safety 17,074.235 17,585,720 (511,485) 15,080,985 Public Works: General engineering 416,958 393,193 23,765 402,139 Extension services 291.616 274.360 17,256 273,745 Veterans office 48,156 44,483 3,673 42,576 Airport 921.850 621,850 300,000 200,000 Total Public Works 1,678,580 1,333,886 344,694 918,460 Public Health and Welfare: Mental health 44,000 20.250 23,750 118,875 Developmentally disabled 43,160 43.160 0 41,105 Seniors program 12,500 12,500 0 12,500 Economic development 145,333 129.833 15,500 1,437,679 A Kid's Place 7,500 7,500 0 0 Total Public Health and Welfare 252,493 213.243 39,250 1.610,159 Culture and Recreation: Missile site park 35,200 (2,813) 38,013 2,718 County fair 52.661 79,015 (26,354) 87.598 Total Culture and Recreation 87,861 76,202 11,659 90,316 Miscellaneous: Other 380,000 372,758 7,242 395,550 Building rents 260,000 260,000 0 401,801 Total Miscellaneous 640.000 632,758 7,242 797,351 56 COUNTY OF WELD STATE OF COLORADO General Fund Statement of Revenues, Expenditures and Changes in Fund Balances • Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual EXPENDITURES (CONTINUED) Capital Outlay: County Attorney 11.00 10,404 59 772 Clerk to the Board 22.00 21,253 74 0 County Clerk 16.24 6,355 9.88 0 Treasurer 2,00 1,989 1 5,412 Assessor 0 4,144 County Council 2,389 (2,38 ) 772 Finance 0 4,054 Accounting 0 12,628 Purchasing 0 3.608 Personnel 0 9,556 Information services 320.39 269,254 51,14 537.098 Georgraphical Information Systems 163,34 1,295 162,05 131.387 Capital improvement 50,00 9,419 40,58 38,496 Sheriff administration 1,00 0 1.00 4,163 Crime control and investigations 46.80 12,250 34.55 500 Regional forensic laboratory 25,70 25.082 61 2,908 Communication system development 283.12 (1.633) 284,75 14,036 County Coroner 0 1,338 Correctional administration 18,50 9,300 9,20 30,061 Extension 5,00 4,624 37 4,089 Computer services 0 1,650 Animal control 4.20 1,175 3.02 0 Solid Waste 1,175 (1,17 ) 0 Total Capital Outlay 969,31 374,331 594,98 806,672 Debt Service: Capital lease 479.925 479,925 0 289.363 Total Debt Service 479,925 479,925 0 289,363 Total Expenditures 34,859,819 34,146.873 712,946 31,767,958 Other Financing Sources (Uses): Operating Transfers • In: Non•Departmental 0 0 0 117,863 Operating Transfers - Out: Appropriation Grants•In•Aid 1,388,657 1,388,657 0 1.220,620 Total Other Financing Sources (Uses) (1,388,657) (1.388.657) 0 (1,102,757) Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses (1.399.842) 1.410.985 2.810.827 1,716,374 Fund Balance at Beginning of Year 2,531,547 2,531,547 0 815.173 Fund Balance at End of Year $ 1,131.705 $ 3,942.532 $ 2,810.827 $ 2.531.547 57 #ficft, hiDe SPECIAL R£V£NVE BIND S i jt40.4 IrMariol WM" kairlill Special Revenue Funds are established to account for taxes or other earmarked revenues of the County which finance specified activities as required by law or administrative action. COUNTY OF WELD STATE OF COLORADO SPECIAL REVENUE FUNDS EXPLANATIONS OF INDIVIDUAL FUNDS December 31, 1998 Public Works Fund: The Public Works Fund records all costs related to Weld County road and bridge construction and maintenance. This fund is also utilized for allocation of monies to cities and towns for use in their road and street activities. In compliance with GASB Statement#6, Special Assessment Districts Antelope Hills 2, Casa Grande,Knaus, 71st Avenue, Basswood Avenue, 83rd Avenue,Roads 15 & 84, Road 34, Road 32, Road 8, Road 38, Johnson Subdivision, Arrowhead Subdivision, Roth Subdivision,Martin Subdivision and Delwood Avenue are reported in the Public Works Fund. Social Services Fund: The Social Services Fund accounts for the various public welfare programs administered by the County. Conservation Trust Fund: The conservation Trust Fund accounts for revenue received from the State of Colorado to be used for the acquisition, development and maintenance of new and existing conservation sites within Weld County. The funds are derived from the Colorado State Lottery. Contingent Fund: The Contingent Fund records any property tax revenue levied by the Board of County Commissioners to cover reasonably unforseen expenditures. Emergency Fund: The Emergency Fund accounts for the"Emergency Reserve"required by"Amendment One"to the Colorado constitution. Public Health Fund: The Weld County Public Health Department provides health services to County residents. The fund reflects revenue and expenditures for health care, health education, health monitoring and other related activities. Human Services Fund: The Human Services Fund accounts for various federal and state human service grants. Primary funding agencies are Department of Labor and Health and Human Services. Solid Waste Fund: This fund accounts for revenue received from a surcharge on dumping fees at solid waste disposal sites for the purpose of combating environmental problems and for the further improvement and development of landfill sites within the County. 59 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Combining Balance Sheet December 31, 1998 (With comparative totals for December 31, 1997) Social Conservation Public Works Services Trust Contingent Emergency Fund Fund Fund Fund Fund ASSETS Cash and short-term investments $ 3,902.133 $ 3,483.047 $ 211,452 $ 3,774,337 $ 2,520,818 Receivables (net of allowance for uncollectibles): Current property taxes 2,378,700 3,163,848 0 2,700,000 0 Delinquent property taxes 12,744 24,555 0 195 263 Accounts 91,898 25.045 167,263 86,932 0 Special assessment 163,210 0 0 0 0 Due from other County funds 242,584 0 0 0 0 Due from other.governments 0 664,942 0 0 0 Inventories 559,003 0 0 0 0 Other assets 0 7,291 0 0 0 Total Assets $ 7,350,272 $ 7,368.728 f 378,715 $ 6,561,464 $ 2.521,081 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 172,238 $ 689.657 $ 0 $ 0 $ 0 Due to other County funds 86,882 319.213 0 0 0 Due to other governments 0 63,843 0 0 0 Accrued liabilities 171.224 146,932 0 0 0 Other liabilities 0 101,239 0 0 0 Deferred revenue 2,521,910 3,268,092 0 2,700,196 264 Unexpended grant revenue 0 0 0 0 0 Total Liabilities 2,952,254 4,588,976 0 2,700,196 264 Fund Balances: Reserved for encumbrances 538,166 0 0 0 0 Reserved for other assets 0 7,291 0 0 0 Reserved for inventories 559.003 0 0 0 0 Reserved for claims 0 0 0 2,754,017 0 Unreserved: Designated for future year's expenditure 1,200,000 1,000,000 0 900,000 2.500.000 Undesignated 2,100,849 1,772,461 378,715 207,251 20,817 Total Fund Balances 4,398,018 2,779,752 378,715 3,861,268 2,520,817 Total Liabilities and Fund Balances $ 7,350,272 $ 7,368,728 $ 378,715 $ 6,561,464 $ 2,521,081 60 Public Human Totals Health Services Solid Waste Fund Fund Fund 1998 1997 $ 16,046 $ 41,673 $ 209,487 $ 14,158,993 $ 16.033.637 0 0 8,242,548 4,929,276 0 0 37,757 23,712 345,970 206,782 122.12 1,046.011 1,752,193 0 0 163.210 189,329 2,130 19,703 264,417 202,806 0 726.383 1,391.325 1.938,917 50,002 253.633 862,638 1,134,772 283 1,510 9,084 22,820 $ 414.431 $ 1,249,684 $ 331,60 $ 26,175,983 $ 26,227,462 $ 89.924 $ 172.475 $ 266 $ 1,124,560 $ 834,099 4.018 9.120 42.414 461,647 639,264 0 0 7,485 71.328 14.978 113.749 316,024 0 747.929 678,386 0 0 0 101,239 44,554 9,100 319,099 0 8,818.661 5,896,894 0 1,372 0 1,372 0 216.791 818,090 50,165 11,326,736 8.108,175 0 2,496 2,000 542,662 616,838 283 1,510 0 9,084 22,820 50.002 0 0 609,005 650,328 0 0 0 2.754,017 3,754,017 0 0 0 5.600,000 6,390,000 147,355 427,588 279,443 5.334,479 6,685,284 197.640 431,594 281,443 14,849,248 18.119,287 $ 414.431 $ 1,249,684 $ 331,608 $ 26.175,983 $ 26.227,462 61 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Combining Statement of Revenues. Expenditures and Changes in Fund Balances For the fiscal year ended December 31, 1998 (With Comparative totals for the fiscal year ended December 31, 1997) Social Conservation Public Works Services Trust Contingent Emergency Fund Fund Fund Fund Fund Revenues: Taxes $ 5,737,379 f 2.532.450 $ 0 $ 97,384 $ (3.816) Licenses and permits 174.849 0 0 0 0 Intergovernmental 7,750,438 8,670,190 407.633 0 0 Charges for services 279,667 0 0 0 0 Miscellaneous 73,942 125 2,556 0 0 Total Revenues 14,016.275 11,202,765 410,189 97,384 (3.816) Expenditures: Public works 14,225,207 0 0 0 0 Public health and welfare 0 11.066.747 0 0 0 Culture and recreation 0 0 363.962 0 0 Economic assistance 0 0 0 0 0 Other professional services 0 0 0 0 0 Capital outlay 735,470 932,338 0 0 0 Intergovernmental 526,430 0 0 0 0 Total Expenditures 15,487,107 11,999.085 363,962 0 0 Excess of Revenues Over (Under) Expenditures (1.470,832) (796,320) 46.227 97,384 (3,816) Other Financing Sources (Uses): Operating transfers - in 0 0 0 0 500.000 Operating transfers - out 0 0 0 (1,200.000) 0 Total Other Financing Sources 0 0 0 (1,200,000) 500,000 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses (1,470,832) (796,320) 46,227 (1,102,616) 496,184 Fund Balances at Beginning of Year 5,868,850 3.576,072 332.488 4.963,884 2,024,633 Residual Equity Transfers Out 0 0 0 0 0 Fund Balances at End of Year $ 4,398,018 $ 2.779.752 $ 378.715 $ 3,861.268 $ 2,520,817 62 Public Human Totals Health Services Solid Waste Fund Fund Fund 1998 1997 $ 0 $ 0 $ 0 $ 8,363,397 $ 9,450,753 270.555 0 0 445,404 333.352 1,235,553 7,598,507 0 25,662,321 40,649.725 429,814 409.081 1,053,022 2,171.584 3,405,056 15.261 388.588 0 480,472 429.101 1,951,183 8,396,176 1,053.022 37,123,178 54,267,987 0 0 0 14,225,207 15,368,664 3,677.956 0 0 14,744,703 28,601,546 0 0 0 363.962 565,256 0 8,275,533 0 8,275.533 7.503,918 0 0 142.531 142,531 115.134 13.056 93.636 8.500 1,783,000 205.167 0 0 0 526,430 486,365 3,691,012 8,369.169 151,031 40,061,366 52.846,050 (1.739,829) 27,007 901,991 (2,938,188) 1,421,937 1,863,949 12,351 0 2,376,300 1,702,725 0 0 (904.123) (2.104,123) (487,643) 1,863,949 12,351 (904.123) 272,177 1,215,082 124,120 39,358 (2,132) (2,666,011) 2,637,019 73,520 996,266 283,575 18,119,288 15.482.269 0 (604,030) 0 (604,030) 0 $ 197,640 $ 431,594 $ 281,443 $ 14,849.247 $ 18,119,288 63 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Public Works Fund Statement of Revenues. Expenditures and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual REVENUES Taxes: General property taxes $ 2,265,428 $ 2,237,710 $ (27.718) $ 2,125,711 Specific ownership taxes 2,900,000 3,497,138 597,138 3,157,023 Penalties & interest 0 2.531 2,531 3.401 Total Taxes 5,165.428 5,737.379 571,951 5,286,135 Licenses and Permits: Moving permits 148,000 174.849 26,849 128,540 Intergovernmental: Mineral leasing 38,000 85,358 47,358 73,587 Grazing act 30,000 37,984 7,984 41.637 Payment in lieu of taxes 40,000 39.988 (12) 45,892 Grants 482,000 213.004 (268.996) 2,786,111 Motor vehicle registration fees 265,000 303,544 38.544 292,794 Highway user tax fund 7,050,000 7,070,168 20,168 6,471.227 State maintenance agreement 0 392 392 454 Total Intergovernmental 7,905,000 7,750,438 (154,562) 9,711,702 Charges for Services: Charges for services 152,000 279,667 127,667 1,225,883 Miscellaneous: Earnings on deposits 0 14,840 14.840 18.515 Special assessments 0 54,759 54,759 21,358 Other 1,000 4,343 3,343 34,787 Gain on sale of assets 0 0 0 49,475 Recovery of losses 1,000 0 (1.000) 1.139 Total Miscellaneous 2.000 73.942 71.942 125.274 Total Revenues $ 13.372,428 $ 14,016,275 $ 643,847 $ 16,477,534 64 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Public Works Fund Statement of Revenues. Expenditures and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual EXPENDITURES Public Works: Bridge construction $ 1,728,515 $ 1,691.002 $ 37,513 $ 1,468,046 Maintenance of condition 2,425,712 2,294.224 131,488 2,367,068 Maintenance support 1,089,046 1,044,265 44,781 1,072,527 Trucking division 1,537,183 1,424,537 112,646 1,466,875 Mining division 1,354,287 1,288,211 66,076 1,033,185 Administration 430,761 470.037 (39.276) 361,768 Other public works 7,600,922 6,012.931 1,587,991 7,599.195 Total Public Works 16.166,426 14.225,207 1,941,219 15,368,664 Intergovernmental: Grants-in-aid to cities/towns 549,660 526,430 23,230 486,365 Capital Outlay: Special assessment infrastructure 0 30.896 (30,896) 0 Mining 701,500 701,812 (312) 0 Administration 3,000 2,762 238 2.633 Total Capital Outlay 704,500 735,470 (30,970) 2.633 Total Expenditures 17.420,586 15.487,107 1.933,479 15.857.662 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses (4,048,158) (1,470.832) 2.577,326 619,872 Fund Balances at Beginning of Year 5,868.850 5.868,850 0 5.248.978 Fund Balances at End of Year $ 1,820.692 $ 4,398.018 $ 2,577.326 $ 5,868.850 65 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Social Services Fund Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual REVENUES Taxes: General property taxes $ 2.563,848 $ 2.530,181 $ (33,667) $ 4,160.283 Specific ownership taxes 0 0 0 (1,000) Penalties & interest 0 2,269 2,269 1.154 Total Taxes 2,563,848 2,532,450 (31,398) 4,160,437 Intergovernmental: Welfare 6,117.085 8,670,190 2,553,105 22,520.286 Total Intergovernmental 6.117.085 8,670,190 2,553.105 22.520,286 Miscellaneous: Earnings on deposits 0 125 125 607 Total Miscellaneous 0 125 125 607 Total Revenues 8.680.933 11,202.765 2,521.832 26,681,330 EXPENDITURES Public Health and Welfare: Administrative - regular 5,833,333 6,415.011 (581.678) 5.625,017 Administrative • IV-D 1,130,000 938.394 191.606 847,440 Institutional care 282,000 16,480 265,520 120,947 Food stamps 0 (49,884) 49,884 6,501,837 Jobs - IV-F 0 1,970 (1.970) 152,316 Employment first 0 125.183 (125.183) 83,615 General assistance 132,000 115.814 16.186 115.453 AFDC 1,000,000 1,001,740 (1,740) 2,377,152 AND - State 110,000 76,677 33,323 405.357 Child Welfare 900,000 812,449 87,551 2,761,270 Day care 550.000 536,969 13,031 2,526.537 Medicaid transportation 15,000 7.716 7.284 5.288 66 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Social Services Fund Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31. 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual EXPENDITURES (CONTINUED): Non-contractual case services $ 0 $ 52,084 $ (52.084) $ 51,177 OAP - A 35,000 8,536 26,464 1,576,053 Placement alternative care 120,000 872,583 (752,583) 604,673 Staff development 0 1,929 (1,929) 542 Medical examinations 0 5,010 (5,010) 4,728 Administrative - LEAP 64,000 55.897 8.103 71,044 Administrative - LEAP outreach 19,600 27,114 (7,514) 9,583 LEAP - regular 0 (1,583) 1,583 996,468 LEAP - emergency 0 5.088 (5,088) 38.862 FEMA 90,000 41,570 48,430 35,380 Total Public Health and Welfare 10.280,933 11,066,747 (785,814) 24,910,739 Capital Outlay: Administrative - regular 800,000 694,346 105,654 44,628 Leap - regular 0 27,999 (27,999) 965 IV-D adminstration 0 195,993 (195,993) 0 Fraud unit 0 14,000 (14,000) 0 Total Capital Outlay 800,000 932,338 (132,338) 45,593 Total Expenditures 11,080,933 11,999,085 (918,152) 24,956,332 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses (2,400.000) (796,320) 1,603,680 1,724,998 Fund Balances at Beginning of Year 3,576.072 3,576,072 0 1,851,074 Fund Balances at End of Year $ 1,176.072 $ 2,779,752 $ 1,603.680 $ 3,576,072 67 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Conservation Trust Fund Statement of Revenues. Expenditures and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual REVENUES Intergovernmental: State lottery $ 369,762 $ 407,633 $ 37,871 $ 477,387 Miscellaneous: Earnings on deposits 6,000 2,556 (3,444) 9,316 Charge for service 83,720 0 (83,720) 221,547 Total Miscellaneous Revenue 89,720 2,556 (87,164) 230,863 Total Revenues 459.482 410.189 (49,293) 708,250 EXPENDITURES Culture and Recreation: Land improvements 436,456 363,962 72,494 565,256 Capital Outlay: Land improvements 65.264 0 65.264 32,512 Total Expenditures 501,720 363.962 137,758 597,768 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses (42,238) 46.227 88.465 110,482 Fund Balances at Beginning of Year 332,488 332,488 0 222,006 Fund Balances at End of Year $ 290,250 $ 378,715 $ 88,465 $ 332,488 68 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Contingent Fund Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual REVENUES Taxes: General property taxes $ 100,000 $ 97,718 $ (2,282) $ 1,637 Penalties & interest 0 (334) (334) (409) Total Revenues 100,000 97,384 (2,616) 1,228 EXPENDITURES 90,000 0 90,000 0 Other Financing Sources (Uses): Operating Transfers - Out: Other (1,200,000) (1,200,000) 0 0 Total Other Financing (Uses) (1.200,000) (1,200,000) 0 0 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses (1.190,000) (1,102,616) 87,384 1,228 Fund Balances at Beginning of Year 4,963,884 4,963,884 0 4,962,656 Fund Balances at End of Year $ 3.773,884 $ 3,861,268 $ 87,384 $ 4,963,884 69 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Emergency Fund Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual REVENUES Taxes: General property taxes f 0 $ (2.954) $ (2,954) $ 3,233 Penalties & interest 0 (862) (862) (280) Total Revenues 0 (3,816) (3,816) 2,953 EXPENDITURES 2,500,000 0 2,500,000 0 Other Financing Sources (Uses): Operating Transfers - In: Non-Departmental (500,000) 500,000 1,000,000 0 Total Other Financing Sources (Use (500,000) 500,000 1,000,000 0 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses (3,000,000) 496.184 3.496.184 2,953 Fund Balances at Beginning of Year 2,024,633 2,024.633 0 2,021.680 Fund Balances at End of Year $ (975.367) $ 2,520,817 $ 3,496,184 $ 2,024,633 70 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Public Health Fund Statement of Revenues. Expenditures and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual REVENUES Licenses and Permits: Health licenses $ 263,100 $ 270,555 $ 7,455 $ 204.812 Intergovernmental: State grants 1,855.680 1.235,553 (620.127) 1,316.401 Counties 1,362.874 0 (1.362.874) 0 Total Intergovernmental 3,218,554 1,235,553 (1,983.001) 1,316,401 Charges for Services: Charges for services 128,529 52,615 (75,914) 27.527 Vital statistics 98,000 112,914 14,914 105.253 Protective inspection fees 612,563 101,426 (511,137) 93,260 Clinic fees 266,653 162,859 (103,794) 133.918 Total Charges for Services 1,105,745 429.814 (675.931) 359,958 Miscellaneous: Miscellaneous 1,010 2,574 1.564 3,150 Donations 12,727 12,687 (40) 9.002 Total Miscellaneous 13.737 15,261 1,524 12,152 Total Revenues 4,601,136 1,951.183 (2,649,953) 1,893,323 EXPENDITURES Public Health and Welfare: Public health administration 96,575 112,990 (16,415) 95,322 Health Education 539,759 414,326 125,433 344,336 Nursing 2,599,468 1,889,537 709,931 2.038,953 Environmental health 1,269,192 1,261,103 8,089 1.212,196 Total Public Health and Welfare 4,504,994 3,677,956 827,038 3,690,807 Capital Outlay: Administration 1,425 0 1,425 10,343 Health Education 667 0 667 10,005 Nursing 2,230 0 2,230 22,325 Environmental health 12,000 13,056 (1,056) 0 Total Capital Outlay 16,322 13,056 3,266 42,673 Total Expenditures 4.521,316 3,691,012 830,304 3,733,480 Other Financing Sources (Uses): Operating Transfers - In: Non-Departmental 0 1,863,949 1,863,949 1,690,374 Total Other Financing Sources 0 1,863,949 1,863,949 1,690,374 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses 79.820 124.120 44.300 (149,783) Fund Balances at Beginning of Year 73,520 73.520 0 223,303 Fund Balances at End of Year $ 153,340 $ 197.640 $ 44,300 $ 73,520 71 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Human Services Fund Statement of Revenues, Expenditures and Changes in Fund Balances • Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual REVENUES Intergovernmental: Federal grants $ 6,306,869 $ 6,701.324 $ 394,455 $ 5,961.558 State grants 955,500 897.183 (58.317) 662,391 Total Intergovernmental 7,262.369 7,598,507 336.138 6.623.949 Charges for Services Charges for services 1,068,250 392,957 (675.293) 720.934 Fees 0 16,124 16.124 0 Total Charge for Service 1,068.250 409,081 (659.169) 720,934 Miscellaneous: Donations from private sources 131.500 210.245 78,745 141.523 Other revenue 20,000 178,343 158,343 140,229 Total Miscellaneous 151.500 388,588 237.088 281,752 Total Revenues 8,482,119 8.396.176 (85,943) 7,626,635 EXPENDITURES Economic Assistance: JTPA performance incentive 34,000 8,864 25.136 36,008 Family support 100,000 70,705 29,295 90,695 Medicaid Transportation 20.000 9,002 10,998 0 JTPA older workers 40,000 46,034 (6.034) 41,054 One stop 100,000 102,442 (2,442) 24.464 JTPA IIA 232,000 210,379 21,621 242,635 JTPA IIB 242,000 283,296 (41.296) 190,420 JTPA IIC 48.200 51,713 (3,513) 67,741 EDWAA 10X displaced worker 130,000 158.638 (28,638) 92.194 Health services 20,000 7,165 12,835 10,226 LEAP 10,000 459 9,541 3.312 Older worker EDWAA 20,000 8.986 11,014 5,281 Job service 255,000 254,750 250 226.600 Summer job hunt 10,000 10.000 0 10,000 Employment first 130,000 89,197 40,803 136.900 U.I. training program 112,000 86,542 25.458 89.910 Jobs/New directions program 0 0 0 87,246 State - pre-school 300,000 211,892 88.108 237.013 Head start 1,881,388 1,976,051 (94.663) 1,731,971 Migrant head start 1,592.532 1,777,889 (185.357) 1,839,911 CSBG 160,000 199.905 (39,905) 190,028 Supplemental foods 1,075,000 1,166,503 (91,503) 652,182 FTA 42,000 45,602 (3.602) 41.300 DOE weatherization 12,000 0 12,000 6.869 MA elder abuse 1,500 194 1,306 2,996 Single entry point 271,500 333.642 (62,142) 297,559 OM area agency 45,000 46,130 (1,130) 45,102 OM title III-B 140,000 155,228 (15.228) 118,887 MA case management 6.250 11,273 (5.023) 9,387 MA ombudsman 1,600 178 1.422 1.904 72 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Human Services Fund Statement of Revenues. Expenditures and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual EXPENDITURES (CONTINUED): OAA title III C-I congregate $ 297.000 $ 320,428 $ (23,428) $ 298,456 OM title III-C2 75,500 64,028 11,472 77,213 OAA in home support 8,000 6,423 1,577 3.151 Human resources general fund 0 0 0 4.281 Transportation 300,000 34,476 265,524 233,147 Neighbor to neighbor 15,000 11,522 3,478 8.763 CAl1P 20,000 11,723 8,277 376 YCPI 65,000 55,753 9,247 53.289 Summer of service 52,000 70,228 (18,228) 61.661 TANF 250,000 271,088 (21,088) 111,813 Human resources lab pool 150,000 107,205 42,795 121,973 Total Economic Assistance 8,264,470 8,275,533 (11,063) 7,503,918 Capital Outlay: Head start 0 14,892 (14,892) 0 Migrant head start 0 78.744 (78,744) 59.237 Human resources general fund 230,000 0 230,000 22,519 Total Capital Outlay 230,000 93,636 136,364 81.756 Total Expenditures 8,494.470 8.369,169 125,301 7,585.674 Other Financing Sources (Uses): Operating Transfers - In: CM area agency 12,351 12,351 0 12.351 Total Other Financing Sources 12,351 12.351 0 12,351 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses 0 39.358 39,358 53,312 Fund Balances at Beginning of Year 996,266 996,266 0 942,954 Residual Equity Transfers Out 0 (604.030) (604,030) 0 Fund Balances at End of Year $ 996.266 $ 431,594 $ (564,672) $ 996.266 73 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Solid Waste Fund Statement of Revenues. Expenditures and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual REVENUES Charges for Services: Landfill surcharge $ 890,000 $ 1,053,022 $ 163.022 $ 876,734 Total Revenues 890,000 1,053,022 163,022 876,734 EXPENDITURES Miscellaneous: Solid waste 151,650 110.322 41,328 71.300 Code enforcement 50,227 32,209 18,018 43.834 Total Miscellaneous 201,877 142,531 59,346 115,134 Capital Outlay: Code enforcement 14,000 8,500 5,500 0 Total Expenditures 215,877 151,031 64,846 115,134 Other Financing Sources (Uses): Operating Transfers - Out: Health department (954.123) (904.123) 50,000 (487.643) Total Other Financing Sources (954,123) (904.123) 50,000 (487,643) Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses (280,000) (2,132) 277,868 273,957 Fund Balances at Beginning of Year 283,575 283.575 0 9,618 Fund Balances at End of Year f 3,575 $ 281,443 $ 277,868 $ 283,575 74 CAPITAL PROJECTS fVND Capital Projects Funds are established to account for financial resources used for the acquistion or improvement of the capital facilities of the County. COUNTY OF WELD STATE OF COLORADO CAPITAL PROJECTS FUND EXPLANATION OF INDIVIDUAL FUND December 31, 1998 Capital Expenditures Fund: This fund accounts for various capital improvement projects on County property. 75 COUNTY OF WELD STATE OF COLORADO Capital Projects Fund Capital Expenditures Fund Balance Sheet December 31, 1998 (With comparative totals for December 31, 1997) 1998 1997 ASSETS Assets: Cash and short-term investments $ 3,753,579 $ 5,574.103 Receivables (net of allowance for uncollectibles): Current property taxes 2.525,000 2,875.000 Delinquent property taxes 18,874 3.698 Total Assets $ 6.297,453 $ 8,452.801 LIABILITIES AND FUND BALANCE Liabilities: Accounts payable $ 1.474,296 $ 509,778 Due to other County funds 60,493 0 Deferred revenue 2,543,875 2,878,698 Total Liabilities 4.078,664 3,388.476 Fund Balance: Reserved for encumbrances 2.218,789 1,263,088 Unreserved: Designated for future year's expenditure 0 3.575,000 Undesignated 0 226,237 Total Fund Balance 2,218,789 5,064,325 Total Liabilities and Fund Balance $ 6,297,453 $ 8,452,801 76 COUNTY OF WELD STATE OF COLORADO Capital Projects Fund Capital Expenditures Fund Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31. 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual REVENUES Taxes: General property taxes $ 2,875,000 $ 2,843,270 $ (31.730) $ 3,211,956 Penalties & interest 0 4,114 4,114 4,431 Total Taxes 2,875,000 2,847,384 (27.616) 3,216,387 Miscellaneous: Grant 250,000 0 (250,000) 25.000 Earnings on deposits 200,000 64,687 (135,313) 77.459 Miscellaneous 0 1,386 1.386 1,134 Other 0 0 0 7,220.232 Total Miscellaneous 450,000 66,073 (383,927) 7,323,825 Total Revenues 3,325,000 2,913.457 (411,543) 10,540.212 EXPENDITURES Capital Outlay: Buildings 8.779,569 6,175,473 2,604.096 5,562,453 Total Expenditures 8,779.569 6.175,473 2,604,096 5,562.453 Other Financing Sources (Uses): Operating Transfers • In: Solid Waste 416,480 416,480 0 0 Total Other Financing Sources 416,480 416,480 0 0 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses (5.038,089) (2,845,536) 2,192,553 4.977,759 Fund Balance at Beginning of Year 5.064,325 5,064,325 0 86,566 Fund Balance at End of Year $ 26.236 $ 2,218.789 $ 2,192,553 $ 5,064,325 77 W��YG ENTERPRISE ft/14D will mow row, Enterprise Funds are used to account for operations that are financed and operated in a manner similar to private business enterprises - where the intent of the governing body is that the costs of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges. COUNTY OF WELD STATE OF COLORADO ENTERPRISE FUND EXPLANATION OF INDIVIDUAL FUND December 31, 1998 Ambulance Fund: This fund accounts for the ambulance services provided to Weld County. 79 COUNTY OF WELD STATE OF COLORADO Enterprise Fund Ambulance Fund Balance Sheet December 31. 1998 (With comparative totals for December 31, 1997) 1998 1997 ASSETS Current Assets: Cash and short-term investments S 2,339 $ 346,687 Receivables (net of allowance for uncollectibles): Accounts • ambulance services 511,166 492,679 Other assets 837 745 Total Current Assets 514.342 840,111 Fixed Assets: Land 48,496 48,496 Improvements other than buildings 21,461 21,461 Buildings 648,234 648,234 Machinery and equipment 1,002,974 817,542 Accumulated depreciation (702,649) (570,519) Total Fixed Assets 1.018,516 965,214 Total Assets $ 1,532,858 $ 1,805,325 LIABILITIES AND FUND EQUITY Current Liabilities: Accounts payable S 4,086 $ 28,723 Due to other County funds 0 5.278 Accrued liabilities 176,343 143.778 Advances from general fund 95,000 0 Total Current Liabilities 275,429 177,779 Fund Equity: Contributed capital 101,551 107.523 Unreserved retained earnings 1.155,878 1,520,023 Total Fund Equity 1,257,429 1,627,546 Total Liabilities and Fund Equity $ 1,532,858 $ 1,805,325 80 COUNTY OF WELD STATE OF COLORADO Enterprise Fund Ambulance Fund Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual Operating Revenues: Rescue unit fees $ 3,627,493 $ 3,632,449 $ 4,956 $ 3,497,309 Total Operating Revenues 3,627,493 3,632,449 4.956 3,497,309 Operating Expenses: Bad debt expense 373,719 543,488 (169,769) 1,067.316 Personnel services 1,711,400 1,777,546 (66,146) 1,578,268 Supplies 189,000 185,611 3,389 138,259 Purchased services 847,557 1,057,204 (209,647) 601,324 Depreciation 200,000 167,438 32,562 169,137 Other 293,217 293,217 0 201,570 Total Operating Expenses 3,614,893 4,024,504 (409,611) 3,755,874 Operating Income (Loss) 12,600 (392.055) (404.655) (258.565) Nonoperating Revenues: State grants 12.400 14,619 2,219 12,391 Donations 0 15,808 15,808 15,816 Gain (Loss)on disposition of assets 0 (2.517) (2,517) 2,400 Total Nonoperating Revenues 12,400 27,910 15,510 30,607 Net Income (Loss) 25,000 (364,145) (389.145) (227.958) Retained Earnings at Beginning of Year 1,520.023 1,520,023 0 1,747.981 Retained Earnings at End of Year $ 1,545,023 $ 1.155,878 $ (389.145) $ 1,520,023 81 COLORADO 82 INTERNAL S£RV1 C£ FVND S Internal Service Funds are established to account for goods and services provided to other departments of the County on a cost-reimbursement basis. COUNTY OF WELD STATE OF COLORADO INTERNAL SERVICE FUNDS EXPLANATIONS OF INDIVIDUAL FUNDS December 31, 1998 Motor Vehicle Fund: This fund accounts for the revenue and costs generated by equipment and vehicles rented to the Public Works Fund and to various departments of other County funds. Health Insurance Fund: This fund accounts for the County's self-insured dental and vision coverage. Revenue is generated from contributions from the employees of the county. Disbursements are made after insured claims have been verified and approved. Insurance Fund: This fund accounts for all insurance costs for the County,except health insurance. This program is a combination of insured risks and protected self-insurance risks. Phone Services Fund: This fund accounts for all phone costs provided to the County and other outside agencies on a cost- reimbursement basis. Weld Finance Corporation: This fund acquires real estate and constructs building for the use of County departments. 83 COUNTY OF WELD STATE OF COLORADO Internal Service Funds Combining Balance Sheet December 31. 1998 (With comparative totals for December 31, 1997) Motor Health Vehicle Insurance Fund Fund ASSETS Current Assets: Cash and short-term investments $ 1,965,056 $ 824.929 Receivables (net of allowance for uncollectibles): Current property taxes 0 0 Delinquent property taxes 0 0 Accounts 6,653 506 Due from other County funds 131,966 0 Due from other governments 213 0 Inventories 67,529 0 Other assets 0 0 Total Current Assets 2,171,417 825.435 Fixed Assets: Land 2.043.109 0 Improvements other than buildings 261.761 0 Buildings 2.818.746 0 Machinery and equipment 16,058.827 0 Accumulated depreciation (10.979.206) 0 Total Fixed Assets 10,203,237 0 Total Assets $ 12,374,654 $ 825.435 LIABILITES AND FUND EQUITY Current Liabilities: Accounts payable $ 162,425 $ 6,603 Due to other County funds 13,458 0 Accrued liabilities 0 0 Deferred revenue 0 0 Current portion of long term debt 0 0 Total Current Liabilities 175,883 6,603 Longterm Liabilities: Certificates of participation 0 0 Total Long-term Liabilities 0 0 Total Liabilities 175.883 6,603 Fund Equity: Contributed capital 9,211,928 0 Unreserved retained earnings 2,986,843 818,832 Total Fund Equity 12,198.771 818,832 Total Liabilities and Fund Equity $ 12,374,654 $ 825,435 84 Phone Weld Totals Insurance Services Finance Fund Fund Corporation 1998 1997 $ 1,802,905 $ 189,272 $ 247,518 $ 5,029,680 $ 2,546,735 550,000 0 0 550,000 1,010,756 3,257 0 0 3,257 1,357 7,846 7,286 0 22,291 19,849 7,090 10,131 0 149,187 130,809 6,522 0 0 6,735 0 0 0 0 67,529 14,116 64.235 0 0 64,235 77,873 2,441.855 206,689 247,518 5,892,914 3,801,495 0 0 0 2,043,109 1,336,267 0 0 0 261,761 261,313 0 0 9,153.946 11,972,692 11,974,342 0 896,545 0 16,955,372 15,861,627 0 (658,548) (1,033,063) (12,670,817) (11,316,693) 0 237,997 8,120,883 18.562,117 18,116,856 $ 2,441,855 $ 444,686 $ 8.368,401 $ 24.455,031 $ 21,918,351 $ 10,574 $ 6,998 $ 0 $ 186,600 $ 133.538 0 0 0 13.458 13,580 237,183 15,054 0 252,237 240,252 553.256 0 0 553,256 1,012,113 0 0 270,110 270,110 255,111 801,013 22,052 270,110 1,275.661 1,654,594 0 0 8,275,126 8,275.126 8,545,236 0 0 8,275,126 8,275,126 8.545,236 801.013 22,052 8,545,236 9,550,787 10,199,830 0 464,944 0 9,676,872 8,263,604 1,640,842 (42,310) (176,835) 5,227.372 3,454,917 1.640,842 422,634 (176,835) 14,904,244 11,718,521 $ 2,441.855 $ 444,686 $ 8,368.401 $ 24,455,031 $ 21,918,351 85 COUNTY OF WELD STATE OF COLORADO Internal Service Funds Combining Statement of Revenues, Expenses and Changes in Retained Earnings For the fiscal year ended December 31, 1998 (With Comparative totals for the fiscal year ended December 31, 1997) Motor Health Vehicle Insurance Insurance Fund Fund Fund Contributions $ 0 $ 180,560 $ 0 Rental income 0 0 0 Charges for services 3,429,527 0 199,717 Total operating revenues 3,429,527 180,560 199,717 Personnel services 0 0 0 Supplies 409,094 0 0 Purchased services 1,436,805 116 900 Insurance and bonds 0 0 187,823 Depreciation 1,517,765 0 0 Other 32,817 0 849 Claims 0 177,893 574,817 Total operating expenses 3,396,481 178,009 764,389 Operating income (loss) 33,046 2.551 (564,672) Taxes 0 0 1,000.267 Miscellaneous 60 0 130.351 Fees 0 0 0 Gain on disposition of assets 470,821 0 0 Judgements and damages 0 0 30,755 Net increase(decrease) in fair value 0 0 5,469 ' Interest expense 0 0 0 Total nonoperating revenues (expenses) 470,881 0 1,166,842 Income (loss) before operating transfers 503,927 2,551 602,170 Operating transfers • in 0 700,000 0 Total Operating Transfers In (Out) 0 700,000 0 Net income (loss) 503,927 702,551 602,170 Retained Earnings at Beginning of Year 2,482,916 116,281 1,038,672 Retained Earning at End of Year $ 2,986,843 $ 818.832 $ 1,640,842 86 Phone Weld Totals Services Finance Fund Corporation 1998 1997 $ 0 $ 0 $ 180.560 $ 169,827 0 739,925 739.925 476,148 744,929 0 4.374.173 4,287,376 744,929 739,925 5,294,658 4,933,351 108,369 0 108,369 108.309 11,292 4,888 425,274 492,254 514,483 1,040 1,953.344 2,155,576 0 0 187.823 117,506 83,810 297,253 1,898,828 1,637,141 34,047 0 67,713 139,388 0 0 752,710 527,675 752,001 303,181 5,394,061 5,177,849 (7,072) 436,744 (99,403) (244,498) 0 0 1,000,267 547,993 0 14,060 144,471 98,462 0 0 0 0 0 0 470,821 166,707 0 0 30,755 62.379 0 0 5,469 0 0 (479,925) (479,925) (333,691) 0 (465,865) 1,171,858 541,850 (7,072) (29,121) 1,072,455 297,352 0 0 700.000 5,538 0 0 700,000 5,538 (7,072) (29,121) 1,772,455 302,890 (35,238) (147,714) 3,454,917 3,152,027 $ (42,310) $ (176.835) $ 5,227,372 $ 3,454,917 87 COUNTY OF WELD STATE OF COLORADO Internal Service Funds Combining Statement of Cash Flows For the Year Ended December 31, 1998 (With comparative totals for the fiscal year ended December 31. 1997) Motor Health Vehicle Insurance Fund Fund CASH FLOWS FROM OPERATING ACTIVITIES: Operating income (loss) $ 33,046 S 2.551 Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Depreciation 1.517.765 0 Miscellaneous Revenue 60 0 Change in assets and liabilities: (Increase) decrease in receivables 12.188 (100) (Increase) decrease in inventories (53,413) 0 (Increase) decrease in other assets (22.776) 0 Increase (decrease) in accounts payable 41.395 2.313 Increase (decrease) in accrued liabilities 0 0 Increase (decrease) in other liabilities 5,997 0 Total adjustments 1,501.216 2,213 Net cash provided by (used for) operating activities 1,534,262 4,764 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Taxes 0 0 Cash transfers 604,030 700.000 Net cash provided by (used for) noncapital financing activities 604,030 700.000 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES: Interest paid on borrowings 0 0 Proceeds from sale of assets 538.249 0 Acquisition of capital assets (1.602,279) 0 Proceeds from issuance of long-term debt 0 0 Principal paid on long-term debt 0 0 Net cash used for capital and related financing activities (1,064.030) 0 CASH FLOWS FROM INVESTING ACTIVITIES: Interest on investments 0 0 Net Increase (Decrease) in Cash and Cash Equivalents 1.074.262 704.764 Cash and Cash Equivalents at Beginning of Year 890,794 120,165 Cash and Cash Equivalents at End of Year $ 1,965.056 $ 824,929 88 Phone Weld Insurance Services Finance Totals Fund Fund Corporation 1998 1997 $ (564,672) $ (7,072) $ 436.744 $ (99.403) 8 (244.498) 0 83.810 297,253 1.898.828 1,637,141 146,518 0 0 146.578 108,238 451,010 (6.684) 0 456,414 (495,409) 0 0 0 (53,413) 124,159) 5.097 6,204 0 (11.475) 254.329 10,528 (1,174) 0 53,062 (160.632) 12.608 (623) 0 11.985 (100,875) (459,157) (5,819) 0 (45(L979) 58,575 166.604 75,714 297,253 2.043.000 1,425,526 (398.068) 68 642 733.997 1,943.597 1.181.028 1.000.267 0 0 1.000.267 547.993 0 0 0 1.304.030 (110,864) 1,000,267 0 0 2,304,297 437.129 0 0 (479,925) (479,925) (333,691) 0 0 0 538,249 303.117 0 0 0 (1,602,279) (8.265.700) 0 0 0 0 7,405,782 0 0 (255.111) (255.111) (188.813) 0 0 (735.036) (1,799.066) (1,079.305) 20.057 0 14.060 34.117 52,603 622.256 68,642 13.021 2,482.945 591,455 1.180,649 120.630 234,497 2,546,735 1.955.280 $1.802,905 $ 189,272 $ 247,518 $ 5,029,680 $ 2,546,735 89 COUNTY OF WELD STATE OF COLORADO Internal Service Funds Motor Vehicle Fund Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual Operating Revenues: Charges for services $ 2,020,599 $ 1,972,114 $ (48,485) $ 2,032,907 Miscellaneous 1,450,092 1,457,413 7,321 1,345,598 Total Operating Revenues 3,470,691 3,429,527 (41.164) 3,378,505 Operating Expenses: Supplies 475,476 409,094 66,382 482,743 Purchased services 1,512,306 1,436,805 75,501 1,428,061 Depreciation 1,622,092 1,517,765 104.327 1,455,590 Other 32,817 32,817 0 104,871 Total Operating Expenses 3,642,691 3,396,481 246,210 3,471,265 Operating Income (Loss) (172,000) 33,046 205,046 (92,760) Nonoperating Revenues: Miscellaneous 0 60 60 653 Gain on disposition of assets 462,400 470,821 8,421 166,707 Total Nonoperating Revenues 462,400 470,881 8,481 167,360 Net Income (loss) 290,400 503,927 213,527 74,600 Retained Earnings at Beginning of Year 2,482,916 2,482.916 0 2.408,316 Retained Earnings at End of Year $ 2,773,316 $ 2,986,843 $ 213,527 $ 2,482.916 90 COUNTY OF WELD STATE OF COLORADO Internal Service Funds Health Insurance Fund Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual Operating Revenues: Contributions $ 167,964 $ 180,560 $ 12,596 $ 169,827 Operating Expenses: Purchased services 5,000 116 4,884 0 Insurance and bonds 0 0 0 5,040 Claims 162.964 177.893 (14,929) 158.623 Total Operating Expenses 167,964 178,009 (10.045) 163,663 Operating Income (Loss) 0 2,551 2,551 6,164 Operating Transfers: Operating transfers - in (700,000) 700,000 1,400,000 0 Net Income (Loss) (700,000) 702,551 1,402,551 6,164 Retained Earnings at Beginning of Year 116.281 116,281 0 110,117 Retained Earnings at End of Year $ (583.719) $ 818,832 $ 1,402,551 $ 116,281 91 COUNTY OF WELD STATE OF COLORADO Internal Service Funds Insurance Fund Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual Operating Revenues: Charges for services $ 206,520 $ 199,717 $ (6,803) $ 222,713 Operating Expenses: Supplies 5,000 0 5,000 557 Purchased services 42,950 900 42.050 8,685 Insurance and bonds 219,895 187,823 32,072 112,466 Other 500 849 (349) 496 Claims 933,175 574,817 358,358 369,052 Total Operating Expenses 1,201,520 764.389 437,131 491,256 Operating Income (Loss) (995,000) (564,672) 430,328 (268,543) Nonoperating Revenues: General property taxes 1.010,756 998.830 (11,926) 547,079 Penalties & interest 0 1,437 1,437 914 Compensation for loss 30,000 30,755 755 62,379 Earnings on deposits 65,000 20,057 (44.943) 45,206 Other 0 110,294 110,294 0 Net Increase(Decrease) in Fair Value 0 5,469 5,469 0 Total Nonoperating Revenues 1,105,756 1,166.842 61,086 655,578 Net Income (Loss) 110,756 602,170 491.414 387,035 Retained Earnings at Beginning of Year 1,038,672 1,038,672 0 651,637 Retained Earnings at End of Year $ 1.149,428 $ 1,640,842 $ 491,414 $ 1,038.672 92 COUNTY OF WELD STATE OF COLORADO Internal Service Funds Phone Service Fund Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1998 1998 1997 Budget Actual Variance Actual Operating Revenues: Charges for services $ 846,838 $ 744,929 $ (101.909) $ 686,158 Total Operating Revenues 846.838 744,929 (101.909) 686,158 Operating Expenses: Personnel services 108,551 108,369 182 108,309 Supplies 15,300 11.292 4,008 8,954 Purchased services 554,529 514.483 40,046 487,546 Depreciation 134.411 83,810 50.601 95,656 Other 34,047 34,047 0 34,021 Total Operating Expenses 846.838 752,001 94,837 734,486 Operating Income (Loss) 0 (7,072) (7.072) (48,328) Nonoperating Revenues: Income (Loss) Before Operating Transfers 0 (7,072) (7,072) (48.328) Operating Transfers - In: Net Income (Loss) 0 (7.072) (7.072) (48,328) Retained Earnings at Beginning of Year (35,238) (35.238) 0 13,090 Retained Earnings at End of Year $ (35,238) $ (42,310) $ (7,072) $ (35.238) 93 COUNTY OF WELD STATE OF COLORADO Internal Service Funds Weld Finance Corporation Statement of Revenues, Expenses and Changes in Retained Earnings - Budget and Actual For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31. 1997) 1998 1998 1998 1997 Budget Actual Variance Actual Operating Revenues: Rental income $ 739,925 $ 739,925 $ 0 $ 476,148 Total Operating Revenues 739.925 739,925 0 476,148 Operating Expenses: Supplies 0 4,888 (4.888) 0 Purchased services 0 1,040 (1,040) 231,284 Depreciation 260,000 297,253 (37,253) 85,895 Total Operating Expenses 260,000 303,181 (43,181) 317,179 Operating Income (Loss) 479,925 436,744 (43,181) 158,969 Nonoperating Revenues/Expenses: Interest income 0 14,060 14,060 52,603 Interest expense (479,925) (479,925) 0 (333,691) Total Nonoperating Revenues (479,925) (465,865) 14,060 (281,088) Net Income (loss) 0 (29,121) (29,121) (122,119) Retained Earnings at Beginning of Year (147.714) (147,714) 0 (25,595) Retained Earnings at End of Year $ (147.714) $ (176,835) $ (29,121) $ (147.714) 94 TTtVST AND AGENCY BVNDS 15 Trust and Agency Funds are established to record transactions relating to assets held by the County in the capacity of trustee, custodian or agent for individual, governmental entities and non- public organizations. COUNTY OF WELD STATE OF COLORADO TRUST AND AGENCY FUNDS EXPLANATIONS OF INDIVIDUAL FUNDS December 31, 1998 Pension Trust fund: Weld County Retirement Fund: The Weld County Retirement Fund accounts for the defined benefit retirement pension plan which covers substantially all permanent, full-time employees of Weld County. Expendable Trust Funds: North Colorado Medical Center Trust Fund: This fund accounts for the revenue and related capital expenditures as required by the North Colorado Medical Center Board of Trustees, an autonomous board responsible for administering the operations of the hospital. Employee Flexible Spending Fund: This Fund accounts for Weld County's Section 125,voluntary tax sheltered plan,which the County administers directly. Employee contributions to the plan are refunded upon submission of documentation for unreimbursed claims. Nonexpendable Trust Fund: Waste Services Trust Fund: This fund accounts for the interception and disposal of household hazardous waste to encourage recycling and proper handling of hazardous waste. Agency funds: General Agency Fund: This fund accounts for all monies collected(principally tax collections)by the Weld County Treasurer for various other local governmental units within the County. Payroll Agency Fund: This fund accounts for the accumulation of County payrolls and related withholdings. Disbursements are made to the appropriate financial institutions through the payroll direct deposit system and the various vendors for the withholdings. Emergency Telephone Service: This fund accounts for the E-911 function in the County which services all emergency agencies of the County. 95 COUNTY OF WELD STATE OF COLORADO Trust and Agency Funds Combining Balance Sheet December 31. 1998 (With comparative totals for December 31. 1997) Nonexpendable Expendable Trust Funds Trust Funds Pension Trust North Colorado Employee Weld County Medical Center Flexible Waste Retirement Trust Spending Service Plan Assets Cash and short-term investments $ 31 $ 74,574 $ 279 $ 0 Accounts Receivable (net of allowance for uncollectibles): 0 0 0 4,354 Due from other County funds 0 0 0 0 Due from other governments 0 80 0 0 Prepaid expense 0 0 0 178,316 Restricted Assets Cash 0 0 0 278,909 Retirement plan investments 0 0 0 68,494,090 Deferred compensation plan investment 0 0 0 0 Total Assets $ 31 $ 74.654 $ 279 $ 68,955,669 Liabilities and Fund Equity Accounts payable $ 0 $ 10,758 $ 0 $ 120.548 Due to other County funds 0 0 0 0 Due to other governments 0 63,896 0 80 Payable from restricted assets Deferred compensation payable 0 0 0 0 Total Liabilities 0 74,654 0 120,628 Fund Balances: Reserved for employee pension benefits 0 0 0 61,714,771 Unreserved and undesignated 31 0 279 7.120.270 Total Fund Balances 31 0 279 68.835,041 Total Liabilities and Fund Equity $ 31 $ 74.654 $ 279 $ 68,955,669 96 Agency Funds Totals Emergency General Payroll Telephone Agency Agency Service 1998 1997 $ 4,143,870 $ 290,996 $ 912,504 $ 5,422,254 $ 4,911,048 2,823 0 7.846 15,023 17,260 0 0 0 0 7,523 13.449 0 0 13,529 0 0 0 0 178,316 180,066 0 0 0 278.909 488.734 0 0 0 68,494,090 64.844.390 0 0 0 0 2,878,226 $ 4,160,142 $ 290.996 $ 920.350 $ 74,402,121 $ 73,327.247 $ 1,250 $ 290.996 $ 0 $ 423,552 $ 444,191 0 0 0 0 80,239 4.158.892 0 920.350 5.143,218 4,452,301 0 0 0 0 2.878.226 4.160.142 290,996 920,350 5,566,770 7,854,957 0 0 0 61,714,771 56.148.086 0 0 0 7,120.580 9,324,204 0 0 0 68.835.351 65,472,290 $ 4.160.142 $ 290.996 $ 920.350 $ 74,402,121 $ 73,327,247 97 COUNTY OF WELD STATE OF COLORADO Trust and Agency funds Pension Trust Fund Statement of Changes in Plan Net Assets For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) Weld County Retirement Plan 1998 1997 Additions: Contributions $ 3,372.438 $ 3,076,087 Earnings on investments 6,633.591 8,437,304 Net appreciation in fair market value of investments (3,685,080) 1,346,316 Total Additions 6,320,949 12.859,707 Deductions: Actuarial/trustee fees 258,701 197.241 Benefit payments 2,691,688 2.396.848 Supplies 3.575 6.284 Total Deductions 2,953,964 2,600,373 Increase in net assets 3,366,985 10,259,334 Net assets held in trust for pension benefits Beginning of the year 65,468,056 55,208,722 End of the year $ 68,835,041 $ 65,468,056 98 COUNTY OF WELD STATE OF COLORADO Trust and Agency Funds All Expendable Trust Funds Statement of Revenues. Expenditures and Changes in Fund Balances For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) North Colorado Employee Totals Medical Center Flexible Trust Spending 1998 1997 Revenues: Earning on investments $ 6 $ 0 $ 6 $ (449) Contributions 0 298.062 298,062 242.262 Total Revenues 6 298,062 298,068 241,813 Expenditures: Reimbursements 0 298.062 298,062 242.262 Total Expenditures 0 298,062 298,062 242,262 Excess of Revenues Over (Under) Expendit 6 0 6 (449) Fund Balances at Beginning of Year 25 0 25 474 Fund Balances at End of Year $ 31 $ 0 $ 31 $ 25 99 COUNTY OF WELD STATE OF COLORADO Trust and Agency Funds Nonexpendable Trust Fund Statement of Revenues. Expenses and Changes in Fund Balance For the fiscal year ended December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) Waste Services 1998 1997 REVENUES Earnings on deposits f 2,007 $ 1,592 EXPENSES Miscellaneous 5,937 0 Net Income (3.930) 1,592 Fund Balance at Beginning of Year 4,209 2,617 Fund Balance at End of Year f 279 $ 4,209 100 COUNTY OF WELD STATE OF COLORADO Trust and Agency Funds Statement of Changes in Assets and Liabilities All Agency Funds For the year ended December 31, 1998 Balance Balance 01/01/98 Additions Deductions 12/31/98 GENERAL AGENCY FUND Assets: Cash and short-term investments $ 3,510,317 $ 107.404.121 $ 106.770,568 $ 4,143,870 Accounts receivable 3,464 0 641 2.823 Due from other governments 0 13,449 0 13.449 Prepaid expenses 996 0 996 0 Total Assets $ 3,514.777 $ 107,417.570 $ 106,772.205 $ 4,160,142 Liabilities: Accounts payable $ 3,537 $ 1.250 $ 3.537 $ 1,250 Due to other County funds 207 0 207 0 Due to other governments 3.511.033 106,413,452 105,765.593 4,158,892 Total Liabilities $ 3,514,777 $ 106,414,702 $ 105,769,337 $ 4,160,142 PAYROLL AGENCY FUND Assets: Cash and short-term investments $ 262,474 $ 12,269.518 $ 12,240,996 $ 290,996 Accounts receivable 2.962 0 2,962 0 Due from other County funds 2,962 0 2,962 0 Total Assets $ 268,398 $ 12,269.518 $ 12,246,920 $ 290.996 Liabilities: Accounts payable $ 268,398 $ 12,246,920 $ 12,224,322 $ 290,996 Total Liabilities $ 268,398 $ 12,246,920 $ 12.224.322 $ 290.996 DEFERRED COMPENSATION FUND Assets: Investments $ 2,878,226 $ 0 $ 2.878,226 $ 0 Liabilities: Deferred compensation payable $ 2.878.226 $ 0 $ 2.878,226 $ 0 EMERGENCY TELEPHONE SERVICE Assets: Cash and short-term investments $ 1,006,711 $ 470,319 $ 564.526 $ 912.504 Accounts receivable 38 7,846 38 7.846 Total Assets $ 1.006,749 $ 478,165 $ 564,564 $ 920,350 Liabilities: Accounts payable $ 65,481 $ 39.089 $ 104.570 $ 0 Due to other governments 941,268 289.620 310,538 920,350 Total Liabilities $ 1,006,749 $ 328,709 $ 415,108 $ 920,350 TOTAL - ALL AGENCY FUNDS Assets: Cash and short-term investments $ 4,779.502 $ 120,143,958 $ 119,576,090 $ 5,347,370 Investments 2.878,226 0 2,878,226 0 Accounts receivable 6,464 7.846 3,641 10,669 Due from other County funds 2,962 13.449 2,962 13.449 Prepaid expenses 996 0 996 0 Total Assets $ 7,668,150 $ 120,165,253 $ 122.461,915 $ 5,371,488 Liabilities: Accounts payable $ 337,416 $ 12,287,259 $ 12,332,429 $ 292,246 Due to other County funds 207 0 207 0 Due to other governments 4,452.301 106,703,072 106,076,131 5,079,242 Deferred compensation payable 2,878,226 0 2,878.226 0 Total Liabilities $ 7,668.150 $ 118,990,331 $ 121,286,993 $ 5,371,488 101 teMotrp WhIt COLORADO GENERAL FIXED ASSETS ACCOVNT GR0VP Investment in property and equipment, except for those of the Proprietary Funds, are recorded in the account group. COUNTY OF WELD STATE OF COLORADO General Fixed Assets Account Group Schedule of General Fixed Assets by Source December 31. 1998 (With comparative totals as of December 31, 1997) GENERAL FIXED ASSETS: 1998 1997 Land $ 2.561,997 $ 2.561.997 Buildings 3,157.962 3,130.108 Improvements other than buildings 27.485,183 26.069,317 Leasehold Improvements 29,596 30,201 Machinery and Equipment 9,842,820 9.339,727 Construction in Progress 4,671,290 424,826 TOTAL ASSETS 847.748,848 $41.556.176 INVESTMENTS IN GENERAL FIXED ASSETS BY SOURCE: General Fund $ 6.695,321 $ 6,407,511 Special Revenue Funds 1,730,524 1,838,111 Capital Projects Fund 39,234,175 33,166.988 Donations 88,828 143.566 TOTAL INVESTMENTS IN GENERAL FIXED ASSETS $47,748.848 $41.556.176 103 COUNTY OF WELD STATE OF COLORADO General Fixed Assets Schedule of General Fixed Assets by Function and Activity December 31, 1998 (With comparative totals as of December 31. 1997) Land Leasehold Equipment & Construction Memorandum Totals Land Improvements Buildings Improvements Furniture In Progress 1998 1997 GENERAL GOVERNMENT: Office of the Board $ 0 $ 0 $ 0 $ 0 $ 7,362 $ 0 $ 7,362 $ 16.220 County Attorney 0 0 0 0 1.650 0 1,650 8.517 Clerk to the Board 0 0 0 0 28,310 0 28.310 24.627 County Clerk 0 0 0 0 241.305 0 241,305 265.756 Elections 0 0 0 0 593,946 0 593.946 594,523 Treasurer 0 0 0 0 39.971 0 39,971 21.130 Assessor 0 0 0 0 29.753 0 29,753 44,643 County Council 0 0 0 0 0 0 0 603 District Attorney 0 0 0 0 110.553 0 110,553 71,248 Finance 0 0 0 0 2,565 0 2,565 3,727 Accounting 0 0 0 0 8,966 0 8.966 8.966 Purchasing 0 0 0 0 0 0 0 644 Personnel 0 0 0 0 5,045 0 5.045 7,872 Planning 0 0 0 0 37.066 0 37,066 7.094 Buildings and Grounds 0 0 0 0 62.213 0 62.213 76,463 Data Processing 0 0 0 0 3,012.006 0 3,012,006 2,750.681 Capital Improvements 2,128,315 2,192,890 20,156,129 0 66,638 0 24,543,972 24.524,821 Printing and Supply 0 0 0 0 23,792 0 23.792 102,593 TOTAL GENERAL GOVERNMENT 2.128.315 2,192,890 20.156.129 0 4.271.141 0 28.748.475 28,530.128 PUBLIC SAFETY: Sheriff Administration 0 594,458 1,601.988 0 703,238 0 2.899,684 2,976.211 Task Force 0 0 0 0 0 0 0 0 Communications 43.474 0 307.048 29,596 2.977,126 0 3.357,244 3,151,893 Ambulance 0 0 0 0 0 0 0 1,473 County Coroner 0 0 0 0 1.338 0 1.338 6,398 Community Corrections 0 0 0 0 0 0 0 635 Building Inspection 0 0 0 0 0 0 0 621 Emergency Management 0 0 0 0 41,553 0 41.553 45.379 TOTAL PUBLIC SAFETY 43,474 594.458 1.909,036 29.596 3,723.255 0 6,299.819 6,182,610 PUBLIC WORKS: Roads and Bridges 0 24.142 0 52.228 1.291.525 1.367,895 185.217 HEALTH AND WELFARE: Health 162,069 22,961 0 0 442.135 3,379,765 4,006.930 505,508 Public Welfare 170.318 27.271 2,239,885 0 1,055.818 0 3.493.292 1.555.133 TOTAL HEALTH AND WELFARE 332.387 50.232 2.239.885 0 1.497.953 3.379.765 7.500,222 2,060.641 ECONOMIC ASSISTANCE: Housing 0 0 0 0 8,920 0 8,920 10,007 Human Services 38.414 46.016 1.051.043 0 203.194 0 1.338.667 2,140,138 TOTAL ECONOMIC ASSISTANCE 38.414 46.016 1.051.043 0 212.114 0 1,347.587 2,150.145 AUXILIARY SERVICES: Missile Park 0 139.762 38.757 0 0 0 178.519 178.519 Library 19.207 6.724 1.076.287 0 0 0 1.102.218 1.102,514 Extension Services 200 103,738 1,014,046 0 86,129 0 1.204,113 1.163,842 Fleet Maintenance 0 0 0 0 0 0 0 1,208 Veterans Administration 0 0 0 0 0 0 0 1.352 TOTAL AUXILIARY SERVICES 19.407 250.224 2,129.090 0 86 129 0 2.484,850 2,447.435 TOTAL GENERAL FIXED ASSETS $ 2,561.997 $ 3.157.962 $ 27.485.183 $ 29,596 $ 9.842.820 $ 4.671.290 $ 47.748.848 $ 41.556.176 104 COUNTY OF WELD STATE OF COLORADO General Fixed Assets Schedule of Changes in General Fixed Assets by Function and Activity For the Year ended December 31. 1998 General General Fixed Assets Fixed Assets 01/01/98 Transfers Additions Deletions 12/31/98 GENERAL GOVERNMENT: Office of the Board $ 16.220 $ 0 $ 0 $ 8,858 $ 7,362 County Attorney 8,517 0 0 6,867 1,650 Clerk to the Board 24,627 0 6.037 2,354 28,310 County Clerk 265,756 (7.554) 4,151 21.048 241.305 Elections 594.523 0 0 577 593,946 Treasurer 21.130 23,909 0 5,068 39,971 Assessor 44,643 1.502 0 16.392 29.753 County Council 603 0 0 603 0 District Attorney 71.248 39.157 14,602 14,454 110.553 Finance 3,727 0 0 1.162 2,565 Accounting 8.966 0 0 0 8.966 Purchasing 644 0 0 644 0 Personnel 7.872 (1,650) 3.300 4,477 5,045 Planning 7.094 33.703 0 3.731 37.066 Buildings and Grounds 76.463 0 0 14,250 62.213 Data Processing 2,750.681 9,062 340,038 87,775 3,012.006 Capital Improvements 24.524,821 (102.004) 127,778 6.623 24.543,972 Printing and Supply 102.593 (15.732) 8.906 71.975 23.792 TOTAL GENERAL GOVERNMENT 28,530,128 (19,607) 504,812 266.858 28,748.475 PUBLIC SAFETY: Sheriff Administration 2.976.211 (21.477) 47,814 102.864 2.899,684 Task Force 0 0 0 0 0 Communications 3.151,893 0 297.693 92.342 3,357.244 Ambulance 1.473 0 0 1.473 0 County Coroner 6,398 0 0 5,060 1.338 Community Corrections 635 0 0 635 0 Building Inspection 621 0 0 621 0 Emergency Management 45.379 0 0 3.826 41.553 TOTAL PUBLIC SAFETY 6,182,610 (21,477) 345.507 206.821 6,299,819 PUBLIC WORKS: Roads and Bridges 185.217 923 1.211.270 29.515 1.367 895 HEALTH AND WELFARE: Health 505.508 2,057 3.533.048 33,683 4,006.930 Public Welfare 1,555,133 9,203 2.121.939 192.983 3,493,292 TOTAL HEALTH AND WELFARE 2.060.641 11.260 5.654.987 226.666 7.500.222 • ECONOMIC ASSISTANCE: Housing 10,007 0 0 1.087 8.920 Human Services 2,140.138 (1.794) 85,623 885.300 1.338.667 TOTAL ECONOMIC ASSISTANCE 2.150.145 (1,794) 85.623 886.387 1.347.587 AUXILIARY SERVICES: Missile Park 178.519 0 0 0 178,519 Library 1,102,514 0 0 296 1.102.218 Extension Services 1,163.842 30,695 14.586 5.010 1.204.113 Fleet Maintenance 1.208 0 0 1,208 0 Veterans Administration 1.352 0 0 1,352 0 TOTAL AUXILIARY SERVICES 2,447,435 30,695 14.586 7,866 2.484.850 TOTAL GENERAL FIXED ASSETS $ 41.556.176 $ 0 $ 7 816.785 $ 1,624,113 $ 47.748,848 105 tintm Wilk COLORADO. LONG-TERM DEBT ACCOVNT GROVP Sick and vacation accrual and long term lease liabilities for Governmental Fund types are recorded in this account group. COUNTY OF WELD STATE OF COLORADO General Long-Term Debt Account Group Schedule of Long-Term Debt December 31, 1998 (With comparative totals for the fiscal year ended December 31, 1997) 1998 1997 Amounts to be Provided for Retirement Of General Long-Term Debt $ 1.368,957 $ 1,247,544 Liabilities: Special assessment bonds payable 10,000 10.000 Vacation and sick-leave accrual 1,358,957 1,237,544 Total General Long-Term Debt $ 1,368.957 $ 1.247,544 107 f grtTht hut COLORADO STAT1 ST1 CAL SECTION COUNTY OF WELD STATE OF COLORADO Tables Relating to Bonded Debt (Unaudited) December 31. 1998 NOTE: Weld County is without bonded debt and, accordingly. the following statistical tables are not presented: A. Ratio of Net General Bonded Debt to Assessed Value and Net Bonded Debt Per Capita - Last Ten Years B. Ratio of Annual Debt Service for General Bonded Debt to Total General Expenditures - Last Ten Years C. Revenue Bond Coverage - Last Ten Years 109 COUNTY OF WELD STATE OF COLORADO General Governmental Expenditures by Function (Unaudited) Last Ten Years General Public County Roads Public Health Year Government Safety & Highways & Welfare 1989 $ 7,244,820 $ 8,607,683 $ 10.371.933 $ 20,693,130 1990 8,112,753 9.749.362 11,147,191 23,641,401 1991 8,780.727 10,804,861 11,412,048 26,818,985 1992 8,851,711 11,129.398 12,923,390 29.115,143 1993 9,240,852 12,316,998 12,406,610 30,368,869 1994 11.055,275 12,433,092 13,294,864 33,011,044 1995 10,592,856 12,987,458 14,566.805 30,821,874 1996 11,948.235 14.259.703 13,775,099 31.956.369 1997 12,174,652 15.080,985 16,287,124 30.211.705 1998 13.450,808 17,585.720 15.559.093 14,957,946 General Revenue by Source (Unaudited) Last Ten Years Licenses Intergovernmental Year Taxes and Permits Revenue 1989 $ 21,192,869 $ 608,224 $ 29,296,166 1990 22,300,072 597,294 34,488,199 1991 23.867.746 647,634 37,805,169 1992 24,932.140 840,856 39,972,645 1993 25.235.991 1,123,683 42,971,833 1994 26,840.523 1,196,030 43,606,733 1995 28,435,809 863.912 45,867,426 1996 31,314.756 1,007,453 43,121.871 1997 31.864,782 1.134,380 45,660.632 1998 33.494.276 1,765,997 29,766,176 110 Auxiliary Capital Debt Intergovernmental Total Services* Outlay Service Expenditures Miscellaneous Expenditures $ 7,194.666 $ 2.126.620 $ 467,344 $ 788,412 $ 1,987,768 $ 59,482,376 8,528,763 679,565 485,929 741,208 1,713,701 64,799,873 7,761,470 2,164.396 461,193 810,111 1,129,079 70,142,870 10,109,482 4,507,019 174,194 809,896 3,572,646 81.192.879 8,737,127 1,919,586 315,046 667,306 3,756.189 79,728.583 8,313,101 5,006,189 181,228 678,046 4.439.223 88.412.062 8,860,831 3,594,276 154,507 522,232 7,861.329 89,962,168 7,063.067 6,077,085 107,963 559,388 2,330,118 88,077.027 8,159,490 6,574,292 289,363 486.365 1,154,747 90,418,723 8,715,697 8,332.804 479.925 526,430 1,073,351 80.681,774 *Auxiliary Services includes culture and recreation, conservation of natural resources, and economic assistance. General governmental expenditures include expenditures of General, Special Revenue, Capital Projects, and Expendable Trust Funds. Charges for Fines and Miscellaneous Services Forfeitures Revenue Fees Total Revenue $ 1,952,168 $ 66,635 $ 4,977.219 $ 1,896,373 $ 59,989.654 2,102,201 66.941 4,502,642 2,221,264 66,278,613 1,975,095 56,652 4,121,565 2,473,394 70.947,255 2,009,366 34,275 5,321,336 2,850,764 75.961.382 3,291,217 36,407 3,361.712 3,180,126 79.200.969 4,700,961 30,910 3.191.184 3,476,797 83.043.138 4,149,997 28,983 3.820.161 3.425.702 86,591.990 4,939.939 24,345 3.913.650 2.762.388 87,084,402 5,784.997 23,301 12,271,411 2,897.598 99,637,101 4,100,036 35,264 4,555,678 3,563,791 77,281,218 General revenue includes revenue of General, Special Revenue, Capital Projects and Expendable Trust Funds. 111 COUNTY OF WELD STATE OF COLORADO Property Value, Construction, Bank Deposits and Other Economic Indicators (Unaudited) Last Ten Years Property Value Value of Crop P Y Estimated & Livestock Estimated Actual Construction Bank Deposits Retail Sales Production Year value (millions) Building Permits (millions) (millions) (millions) (thousands) (3) (2) (2) (1) (1) (1) 1989 5,771.60 1,999 33.00 753.70 1,711.10 1,088 1990 5,572.70 1,670 32.50 756.90 1,744.90 1,226 1991 6,273.90 1,923 42.00 905.10 2,282.00 1,068 1992 6,191.50 2,020 42.00 839.00 1,555.00 1,128 1993 7,176.40 2,348 57.30 803.76 1,789.50 1,275 1994 7,390.40 2,236 62.95 928.24 2,005.00 1,184 1995 7.930.17 1,614 45.37 1,006.86 2,007.00 1.161 1996 7,607.03 1.721 55.74 1,089.32 2,271.43 * 1997 8,582.62 1,773 70.75 1.244.73 2,403.42 * 1998 9.037.15 1,760 99.57 1,524.38 2,583.89 * * Information not available. Data Sources: (1) EDAP - Greeely/Weld Econimic Develoment Action Partnership. (2) Weld County Planning and Building Ispection Departments. (3) Weld County Comprehensive Annual Fiancial Report. 112 COUNTY OF WELD STATE OF COLORADO Property Tax Levies and Collections (Unaudited) Last Ten Years Total Total Current Percent Delinquent Total Outstanding Levy Collection Original Tax Tax of Levy Tax Tax Delinquent Year Year Levy Collections Collected Collections Collections Taxes 1989 1989 $ 20,534,080 $ 20,153,920 $ 98.15 $ 61,419 $ 20,215,339 $ 420.669 1990 1990 21,336,977 21.037.446 98.60 87,901 21,125,347 862,040 1991 1991 22.459,831 22,228,600 98.97 311,671 22,540,271 886.342 1992 1992 23,752,395 23,608,438 99.39 104.726 23,713,164 968,201 1993 1993 23,773,780 23,653,525 99.49 60,584 23,714,109 978,926 1994 1994 24.920,742 24,793,121 99.49 65,403 24.858,524 905,474 1995 1995 27,473,515 27,308,264 99.40 64,220 27,372,484 781,720 1996 1996 29,618,111 29,460,936 99.47 121,172 29,582,108 457,518 1997 1997 29,246,805 28,843.296 98.62 91,804 28,935,100 355,254 1998 1998 32,543,342 32,222,578 99.01 108,995 32,331,573 316,323 Last Ten Years Real Property (1) Personal Property (2) Total Levy Assessed Estimated Assessed Estimated Assessed Estimated Year Value Actual Value Value Actual Value Value (4) Actual Value 1989 $ 815,536,790 $ 5,436,911,933 $ 97,066,530 $ 334,712,172 $ 912,603,320 $ 5,771,624,105 1990 807,052,260 5,627,979,497 99.979,210 344,755,897 907,031,470 5,972,735.394 1991 845,519,470 5,896,230,613 109,525,160 377,672,966 955,044,630 6,273.903,579 1992 820,834.330 5,724,088,773 135,566,770 467,471,621 956,401,100 6,191,560,394 1993 859,726,540 6,685,276.361 142,446,590 491,195,138 1,002,173,130 7,176,471,499 1994 958,849,570 6,836,859,318 160,423,580 553,184,759 1,119,273,150 7,390,044.077 1995 1,027,364,600 7,317,227,471 177,752,250 612,938,793 1.205.116.850 7,930,166,264 1996 987.014.993 6,971,201,156 184,390,364 635,828,841 1,171,405,357 7,607,029,997 1997 1.115.923,550 7,914,137,072 193.859,950 668,482,586 1,309,783,500 8,582,619,658 1998 1,177,632,350 8,344.493,359 200.869,820 692,654,552 1,378,502,170 9,037,147,911 (1) Residential improved land and improvements at 12.86% of 1991 to June 30, 1992 replacement costs as determined by State law. (2) Commercial improved land, improvements, and personal property at 29% of 1989 to June 30, 1990 replacement costs, as determined by State law. (3) Total includes audit of oil and gas values understated by producers in 1990. (4) State assessed value is deducted from total assessed value as state property is not taxable. 113 COUNTY OF WELD STATE OF COLORADO Property Tax Levies - Direct and Overlapping Governments (Unaudited) Last Ten Years Levy Collection School Junior Year Year Cities Districts County College Other Tax Levies 1989 1989 445.3300 739.67 19.2700 5.1500 224.8400 1990 1990 543.4400 770.24 20.8900 5.3300 198.9400 1991 1991 531.5700 741.70 22.2100 1992 1992 587.7900 762.50 22.4600 5.9200 242.8300 5.9900 242.3000 1993 1993 595.7700 753.42 22.4600 6.3400 239.5300 1994 1994 593.5000 747.48 22.4600 1995 1995 575.8300 719.57 22.0400 6.3200 239.5300 6.1500 245.1200 1996 1996 565.9900 694.28 22.0400 6.3200 237.1800 1997 1997 541.6000 710.62 22.0400 1998 1998 508.4700 724.65 22.0400 6.2500 237.1800 6.3200 346.6200 Tax Revenues 1988 1988 $ 5.273,090 S 46.746,481 $ 20,534,080 $ 4,905,770 $ 6,884,119 1989 1989 5,644,875 46,894.420 21,336,977 4,939,571 6,929,833 1990 1990 5,838,481 45.723,479 22,459,831 5,449,422 7,356,376 1991 1991 6,107,177 48.665,910 23,752,395 5,760,833 7,747,251 1992 1992 6,155.382 48,258,097 23,773,780 6.118,008 7,099.152 1993 1993 6,243,780 49,387,551 24.920,742 6,376.268 7,479,307 1994 1994 6,705,795 52,888,144 27,473.515 6.988,393 8.514,042 1995 1995 7,599,166 56.390.200 29,675,966 7,714,651 9,992,187 1996 1996 8,094,430 61,343.860 29,306.985 7,520,384 9.654,639 1997 1997 9,174,205 67,344,547 32,608.877 8,397,821 10,629,365 The basis for the property tax rates is per $1,000 assessed valuation. 114 COUNTY OF WELD STATE OF COLORADO Special Assessment Collections (Unaudited) Last Ten Years Current Current Ratio of Total Assessments Assessments Collections Outstanding Year Due Collected To Amount Due Assessments 1989 (1) $ 143,626 $ 143,626 $ 100 $ 914,708 1990 (2) 194,773 194,773 100 794,535 1991 (3) 188,602 188,602 100 742,081 1992 (4) 521,076 521.076 100 628.605 1993 (5) 335,532 335,532 100 679,639 1994 (6) 213,990 213,990 100 465.649 1995 (6) 243,621 243,621 100 222.028 1996 (7) 92,291 92.291 100 235,343 1997 (6) 46,012 46,012 100 189,331 1998 (8) 57,017 57,017 100 163,210 Notes: (1) Antelope Hills Special Assessment 2 of $16,000. Casa Grande/Enchanted Hills Special Assessment of $150,473. Knaus Special Assessment of $27,488. (2) 71st Avenue Special Assessment of $74,600. (3) Basswood Special Assessment of $11, 508. Eighty-third Avenue Special Assessment of $124.640. (4) Roads 15 8 84 Special Assessment of $357,600. Weld County Road 34 Special Assessment of $25,000. Weld County Road 32 Special Assessment of $25,000. (5) Weld County Road 8 Special Assessment of $114,000, Road 38 $53,035, Johnson Subdivision $48,236, and Arrowhead Subdivision $171,294. (6) No new special assessments. (7) Roth Subdivision $86,456. Delwood Special Assessment $19,150. (8) Martin Brothers Special Assessment $30.896. 115 COUNTY OF WELD STATE OF COLORADO Computation of Legal Debt Margin (Unaudited) December 31, 1998 Assessed Value. 1998 $1.553.171.070 Debt Limit 3 Percent of Assessed Value 46.595.132 Amount of Debt Applicable to Limit: Total Bonded Debt E 0 Installment Purchase Agreements E 0 Total Amount of Debt Applicable to Debt Limit D Legal Debt Margin $ 46,595,132 Debt Limitation: Under Section 30-35-201. Colorado Revised Statutes. 1973. the County may incur indebtedness for general County purposes in an amount not to exceed 3% of assessed valuation of all taxable property. 116 COUNTY OF WELD STATE OF COLORADO Demographic Statistics (Unaudited) Last Ten Years Estimated Total Per Median Population Housing Year Population Median Age Personal Income Capita Income Family Income Per Household Units 1989 131,600 ** 1,943.331,000 14,230 ** ** ** 1990 131,821 30.50 2,095,000,000 15,874 30,800 2.70 47,566 1991 133,400 ** 2,204,000.000 15,592 ** ** ** 1992 137,621 ** 2,202,248,000 16.176 ** ** ** 1993 141,492 ** 2,466,112,000 17,548 ** ** ** 1994 140,320 ** 2,529,008,000 17,470 36,296 2.68 54,551 1995 146,643 32.00 2.700,452,000 18,178 40.524 2.68 ' 56.207 1996 149,332 32.30 3,022,000.000 19,934 41,693 2.68 56,849 1997 154,930 32.50 ** ** 41,704 2.73 57,618 1998 157,873 32.80 ** ** 40,561 2.70 59,592 Source: Greeley/Weld Economic Development Office (EDAP) * Actual not available • Information is estimated ** Information is not available 117 COUNTY OF WELD STATE OF COLORADO Principal Taxpayers (Unaudited) December 31, 1998 Percent 1998 Of Total Assessed Assessed Valuation Valuation HS Resources Inc $ 130.955,390 8.43% Patina Oil & Gas Corporation 87.602.530 5.64% Eastman Kodak Company 65.995.310 4.25% Public Service Company of Colorado 54.998.700 3.54% Thermo Cogeneration Partnership 26,300,300 1.69% North American Resources Company 22.614.200 1.46% Duke Energy Field Services Inc 17,775,610 1.14% US West Communications Inc 17.685.600 1.14% Prima Oil & Gas Company 14.888.980 .96% RR Donnelley & Sons Company 9.854,490 .63% $ 448,671.110 28.88% 118 COUNTY OF WELD STATE OF COLORADO Miscellaneous Statistics (Unaudited) December 31. 1998 1. Date of Incorporation: 1861 2. Form of Government: Home Rule Charter 3. Date Present Charter Adopted: January 1. 1976 4. Area - Square Miles: 4.004 square miles 5. County Seat: City of Greeley 6. Employees as of December 31. 1997: Elected Officials - 16 Department Heads - 13 Employees with Benefits - 998 Employees without Benefits - 150 7. Miles of Roads: Paved - 684.87 Unpaved - 2577.18 Unmaintained - 256.67 No. of 8. Building Permits: Year Permits Valuation 1989 1.999 S 33.060.864 1990 1,670 S 32.463.224 1991 1.923 S 32.565.285 1992 2.020 S 42,051.597 1993 2.348 $ 57,367.465 1994 2.236 S 62.952.384 1995 1.614 $ 45.372.470 1996 1,721 S 55.739.785 1997 1.773 S 70.754,537 1998 1.760 $ 99,568,712 9. Motor Vehicle Registration: 1989 166.937 1990 168.921 1991 173,967 1992 177.298 1993 187.638 1994 211.713 1995 247.579 1996 254.312 1997 257,445 1998 261,495 10. Special Districts within County: 30 - Cities and Towns 17 - Schools 23 - Fire 19 - Water & Other 2 - Colleges 13 - Sanitation 11. Cities and Towns: Ault Garden City Longmont Brighton Gil crest Mead Broomfield Greeley Milliken Dacono Grover Northglenn Eaton Hudson Nunn Erie Johnstown Pierce Evans Keensburg Platteville Firestone Kersey Raymer Frederick LaSalle Severance Ft. Lupton Lochbuie Windsor 12. Recreation: Golf Courses - 5 City and Regional Parks Island Grove Recreational Complex Greeley Recreation Center 119 COUNTY OF WELD STATE OF COLORADO Miscellaneous Statistics - Continued (Unaudited) December 31, 1998 13. Libraries: Ault Town Library 14.410 Volumes Eaton Library 19,500 Volumes Fort Lupton Library 23,634 Volumes Glen A. Jones Library 15.824 Volumes • Hudson Library 6,925 Volumes Platteville Library 15.831 Volumes University of No. CO 461,366 Volumes Weld Library District 247.925 Volumes Windsor Public Library 35,141 Volumes 14. Elections: Number of Number Percent of Registered of Votes Registered Voters Cast Voters Voting 1986 General Election 62.725 38,488 61.1 1988 General Election 70.325 50.209 71.4 1990 General Election 68,148 37,927 55.6 1992 General Election 68.079 55.041 80.8 1993 General Election 64,161 25,044 39.0 1994 General Election 69.887 41,075 58.8 1995 General Election 67.572 21,882 32.4 1996 General Election 78,700 55.313 70.3 1997 General Election 83,856 22.745 27.1 1998 General Election 91.156 47.212 51.8 15. Media: Newspapers: The Greeley Tribune Town & Country News Aims College World The Mirror (UNC) North Weld Herald Farmer & Miner Keene Valley Sun Johnstown Breeze Ft. Lupton Press Platteville Herald Windsor Beacon Erie Echo Ft. Morgan Times LaSalle Leader Platte Valley Voice The Centennial News Radio Stations: KFKA/KVVS KGRE/KHNC KUAD NI & FM KUNC FM Television: Receives commercial and public television originating from both Denver and Cheyenne stations: also cable television. 16. Sales Tax as of December 31. 1998: State - 3% Source: Weld County offices. Individual Libraries 120 COUNTY OF WELD STATE OF COLORADO Insurance In Force (Unaudited) December 31. 1998 Policy Period Details of Annual Name of Company Policy Number Begins Expires Coverage Liability Limits Premiums National Union - Fire Insurance Co. 415-5237 01/01/98 12/31/99 Excess Worker's Employer's Liability Compensation $1.000.000/Accident Workers Compensation Statutory Limits with County Retaining First $300,000 each claim $ 27,572 St. Paul Fire and Marine Insurance Company GP09100287 07/01/98 06/30/99 Property Damage, Property: $50.000.000/ (Colorado Automobile Occupancy/$500 Deductible Counties Liabilities All Liability: $250.000/ Casualty & General Liability. Person: $600,000/Claim Property Pool) Public Officials Excess Liability: (Federal and Out-of-State Only) St. Paul Fire and Marine $1750.000/Person Excess Insurance CO. 0P09100276 Excess Casualty $250.000: $600.000/Claim (Colorado Excess $400,000 Counties Crime: $150,000/Loss Casualty & $500 Deductible Property Pool) Property Claim County retaining first St. Paul Fire and Marine Boiler & Machinery $125,000 each claim $ 225,508 Insurance Co. GP09100144 (Colorado Counties Casualty & Property pool) 121 COUNTY OF WELD STATE OF COLORADO Salaries of Principal Officials (Unaudited) December 31.1998 ELECTED OFFICIALS: Commissioners $ 48,000 Clerk & Recorder $ 56.000 Treasurer $ 56.000 Assessor $ 56.000 Sheriff $ 64.000 District Attorney $ 90.000 County Coroner $ 56,000 APPOINTED: County Attorney $ 95.293 Director of Planning 8 70.518 Director of Finance and Administration $ 132.592 Director of General Services/Purchasing/Personnel $ 96.249 Director of Ambulance Services $ 77.065 Director of Social Services $ 82.567 Director of Health Department $ 76.296 Director of Human Services 8 82.997 Comptroller $ 80.947 Public Works Operations Manager 8 77.065 Public Works Director $ 84,672 Surety Bond Coverage for Principal Officials (Unaudited) December 31. 1998 District Attorney $ 5.000 Commissioner $ 25.000 Treasurer $ 250.000 Sheriff $ 20,000 Assessor $ 6.000 Coroner $ 25.000 County Clerk $ 25,000 County Clerk (Titles & Deeds) $ 5.000 Director of Finance and Administration $ 100.000 Note: All bonds are issued by the St. Paul Insurance Company and are on file with the Weld County Clerk and Recorder. 122 COUNTY OF WELD STATE OF COLORADO Private Purpose Revenue Bonds (Unaudited) December 31. 1998 INDUSTRIAL REVENUE BONDS: DEBT REVENUE BONDS TYPE OF ISSUE OUTSTANDING OUTSTANDING ISSUER FACILITY AMOUNT DATE BEGINNING YR. ISSUED RETIRED END OF YR. Monfort Inc. $4.100.000 1/92 $ 4.100.000.00 $ 0.00 $ 0.00 $ 4.100.000.00 Waste Service Corp. Landfill 860.000 2/91 705.000.00 0.00 30,000.00 675,000.00 Waste Service Corp. Landfill 2.500.000 2/91 2,115,000.00 0.00 80,000.00 2,035,000.00 RVNA Home Care Srv,Inc. Office 501.000 7/97 496,956.08 0.00 10.305.48 486.650.60 Weld Mental Health Office 650.000 6/84 205.000.00 0.00 55.000.00 150.000.00 Evangelical Lutheran Nursing Home 775,000 10/93 283,190.33 0.00 283.190.33 0.00 Greeley Center for Independence. Inc. Therapeutic Ctr 1.350,000 08/96 1.305.408.70 0.00 36.170.34 1,269,238.36 GSSLB Assoc. Nursing Home Nursing Home 2.020.000 10/98 0.00 2,020,000.00 0.00 2.020.000.00 TOTAL PRIVATE PURPOSE REVENUE BONDS $ 9,210,555.11 $2,020.000.00 $ 494.666.15 $10.735,888.96 123 COUNTY OF WELD STATE OF COLORADO Computation of Overlapping Bonded Debt General Obligation Bonds December 31. 1998 Net General Amount Obligation Percentage Bonded Debt Applicable to Applicable to Jurisdiction Outstanding Government Government Cities & Towns $ 56,411,139 63.66% $ 35,912,527 416.534.573 54.96% 228.941.647 Schools 77.40% 18,080.102 Special Districts 23 359.856 Total Overlapping $ 496,305,568 $ 282 934.276 124 OTHER R£QV1R£D SVl'1'L£MENTAL INFORMATION 2 N N 2 COUNTY OF WELD, COLORADO REQUIRED SUPPLEMENTARY INFORMATION (Unaudited) Year 2000 Considerations: The year 2000 issue is the result of shortcomings in many electronic data processing systems and other equipment that may adversely affect the government's operations as early as fiscal 1999. The following stages have been identified as necessary to address the year 2000 issue: Awareness, assessment,remediation and validation/testing. The County of Weld has completed an inventory of computer systems and other equipment necessary to conduct the County operations. An assessment,plan and testing have taken place on all systems and equipment. The County has identified the following systems or areas that have been assessed and tested. Finance-reporting/disbursements,payroll, tax collection and assessment,health and welfare,public safety, and communications. The County has assessed each area and tested. The County at this time does not have any sufficient budget allocated to upgrade computer hardware or software, this has been addressed in prior years budgets. Because of the unprecedented nature of the year 2000 issue, its effects and the success of related remediation efforts will not be fully determinable until the year 2000 and thereafter. Management cannot assure that the County is or will be year 2000 ready,that the County remediation efforts will be successful in whole or in part, or that parties with whom the County does business will be year 2000 ready. 125 VIIlic COLORADO. 126 CO 1viPt1AN C E SECTION 1, H CERTIFIEDPUBLIC ^R C ACCOUNTANTS Ist:r*L��a. . CYr PARTNERS John C. Dollarhide Michael J. Rick INDEPENDENT AUDITORS' REPORT Nicholas G A. ar{oafficki pter ON COMPLIANCE AND ON INTERNAL CONTROL OVER FINANCIAL Marcia hos G. Kosmi REPORTING BASED ON AN AUDIT OF FINANCIAL STATEMENTS ebring PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To The Board of County Commissioners County of Weld, State of Colorado Greeley, Colorado We have audited the general purpose financial statements of County of Weld, State of Colorado as of and for the year ended December 31, 1998, and have issued our report thereon dated May 5, 1999. We conducted our audit in accordance with generally accepted auditing standards and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Compliance 1. As part of obtaining reasonable assurance about whether Weld County's general purpose financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grants, 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 our t are required to be reported under Government Auditing Standards.of noncompliance that Internal Control Over Financial Re ortin 2. In planning and performing our audit, we considered Weld ros unty's internal for the control p posoover r financial reporting in order to determine our auditing p expressing our opinion on the general purpose financial statements and not to provide assurance on the internal control over financial reporting. Our consideration of the internal control over financial reporting would not necessarily disclose all matters in the internal control over financial reporting that might be material weaknesses. A material weakness is a condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that misstatements in amounts that would be material in relation to the general purpose financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. We noted no matters involving the internal control over financial reporting and its operation that we consider to be material weaknesses. However, we noted other matters involving the internal control over financial reporting, which we have reported to management of County of Weld, State of Colorado in a separate letter dated May 5, 1999. 127 1901 56th Avenue, Suite 200 / Greeley, CO 80634-2950 / 970-330-8860 / Denver 303-8254752 / Fax 970-330-6680 To The Board of County Commissioners 3. This report is intended for the information of the board, management, and federal awarding agencies and pass-through entities. However, this report is a matter of public record and its distribution is not limited. May 5, 1999 po,.n2 e £� N 6 tLe- • 128 kr CERTIFIED PUBLIC d 3, .K •ar/y ACCOUN TAN TS V PARTNERS John C. Dollarhide Michael J. Flick INDEPENDENT AUDITORS' Susan Susan A. Gapter REPORT ON COMPLIANCE WITH REQUIREMENTS Nicholas G. Kosmicki APPLICABLE TO EACH MAJOR PROGRAM AND ON INTERNAL CONTROL Marcia L. Siebring OVER COMPLIANCE IN ACCORDANCE WITH OMB CIRCULAR A-133 To The Board of County Commissioners County of Weld, State of Colorado Greeley, Colorado Compliance 1. We have audited the compliance of County of Weld, State of Colorado with the types of compliance requirements described in the U.S. Office of Management and Budget (OMB) Circular A-133 Compliance Supplement that are applicable to each of its major federal programs for the year ended December 31, 1998. Weld County's major federal programs are identified in the accompanying schedule of expenditures of federal awards. Compliance with the requirements of laws, regulations, contracts, and grants applicable to each of its major federal programs is the responsibility of Weld County's management. Our responsibility is to express an opinion on Weld County's compliance based on our audit. 2. We conducted our audit of compliance 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 OMB Circular A- 133, Audits of States, Local Governments, and Non-Profit Organizations. Those standards and OMB Circular A-133 require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to above that could have a direct and material effect on a major federal program occurred. An audit includes examining, on a test basis, evidence about Weld County's compliance with those requirements and performing such other procedures, as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion. Our audit does not provide a legal determination of Weld County's compliance with those requirements. 3. In our opinion, County of Weld, State of Colorado complied, in all material respects, with the requirements referred to above that are applicable to each of its major federal programs for the year ended December 31, 1998. Internal Control Over Compliance 4. The management of County of Weld, State of Colorado is responsible for establishing and maintaining effective internal control over compliance with the requirements of laws, 129 1901 56th Avenue, Suite 200 / Greeley, CO 80634-2950 / 970-330-8860 / Denver 303-825-1752 / Fax 970-330-6680 To The Board of County Commissioners regulations, contracts, and grants applicable to federal programs. In planning and performing our audit, we considered Weld County's internal control over compliance with requirements that could have a direct and material effect on a major federal program in order to determine our auditing procedures for the purpose of expressing our opinion on compliance and to test and report on internal control over compliance in-accordance with OMB Circular A-133. 5. Our consideration of the internal control over compliance would not necessarily disclose all matters in the internal control that might be material weaknesses. A material weakness is a condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that noncompliance with applicable requirements of laws, regulations, contracts, and grants that would be material in relation to a major federal program being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. We noted no matters involving the internal control over compliance and its operation that we consider being material weaknesses. 6. We have audited the general purpose financial statements of County of Weld, State of Colorado as of and for the year ended December 31, 1998, and have issued our report thereon dated May 5, 1999. Our audit was performed for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The accompanying schedule of expenditures of federal awards is presented for purposes of additional analysis as required by OMB Circular A-133 and is not a required part of the general purpose financial statements. Such information has been subjected to the auditing procedures applied in the audit of the general purpose financial statements and, in our opinion, is fairly stated, in all material respects, in relation to the general purpose financial statements taken as a whole. 7. This report is intended for the information of the board, management, and federal awarding agencies and pass-through entities. However, this report is a matter of public record and its distribution is not limited. May 5, 1999 <oc* ", 4- e/ J' ,, y 4, 130 COUNTY OF WELD STATE OF COLORADO Schedule of Expenditures of Federal Awards For the Fiscal Year Ended December 31, 1998 Federal Granting Agency/Recipient State Agency Federal Grant Program CFDA # Expenditures DEPARTMENT OF AGRICULTURE: Direct Payment Bank Head Jones Act N/A 37,218 Pass Through Payment from the State of Colorado Department of Human Services Food Stamp Program* 10.551 5,112,594 Child Care/Food Program 10.558 183,003 State Administrative Matching Grants 10.561 364,362 for Food Stamp Program* Commodity Supplemental Food Program* 10.565 927,195 Food Distribution (Cash in lieu of commodities)* 10.550 278,528 Total Department of Agriculture 6,902,900 DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT: Direct Payments: Section 8 Rental Certificate Program* 14.857 746,535 Section 8 Rental Voucher Program* 14.855 930,380 Pass Through Payments from the State Department of Housing and Urban Development: Home Investment in Affordable Housing 14.239 52,069 Pass Through Payment from the State of Colorado Department of Social Services: Emergency Shelter Grants Program 14.231 38,028 Emergency Shelter Grants Program 93.034 2,468 Total Department of Housing and Urban Development 1,769,480 DEPARTMENT OF THE JUSTICE: Pass Throught Payments from the State Division of Criminal Justice: Juvenile Justice & Delinquency Prevention- 16.540 50,280 Allocation to States Crime Victim Assistance 16.575 5,552 Crime Victim Compensation 16.576 59,364 Drug Control & System Improvement 16.579 132,236 Total Department of Justice 247,432 131 COUNTY OF WELD STATE OF COLORADO Schedule of Expenditures of Federal Awards For the Fiscal Year Ended December 31, 1998 Federal Granting Agency/Recipient State Agency Federal Grant Program CFDA# Expenditures DEPARTMENT OF LABOR: Pass Through Payment from the Colorado Department of Labor: Employment Service 17.207 215,831 Summer Job Hunt N/A 10,000 Pass Through Payments from the State of Colorado Governor's Job Training Office: Employment & Training Assistance/Dislocated Workers 17.246 167,621 Job Training Partnership Act 17.250 600,300 Total Department of Labor 993,752 DEPARTMENT OF TRANSPORTATION: Pass Through from the Colorado Department of Highways: Federal Transit Capital & Operating 20.507 45,600 Assistance Formula Grants Total Department of Transportation 45,600 ENVIRONMENTAL PROTECTION AGENCY Direct Payments: Air Pollution Control Program Support 66.605 42,619 Total Environmental Protection Agency 42,619 DEPARTMENT OF HEALTH AND HUMAN SERVICES: Direct Payments: Head Start* 93.600 3,835,161 Pass Through Payments from the State of Colorado Department of Social Services: Special Programs for the Aging - Title III 93.044 188,490 Part B - Grants for Supportive Services & Senior Centers Special Programs for the Aging - Title III 93.045 155,878 Part C - Nutrition Services Special Programs for the Aging - Title III 93.046 6,424 Part D - In Home Services for Frail Older Individuals Special Programs for the Aging - Title VII 93.041 194 Part G - Prevention of Abuse, Neglect & Exploitation of Older Individuals Special Programs for the Aging - Title VII Part A - Long-term Care Ombudsman Services 93.042 178 for Older Individuals Special Programs for the Aging - Title III Part F - Preventive Health Services 93.043 7,156 Family Preservation 93.556 54,687 132 COUNTY OF WELD STATE OF COLORADO Schedule of Expenditures of Federal Awards For the Fiscal Year Ended December 31, 1998 Federal Granting Agency/Recipient State Agency Federal Grant Program CFDA # Expenditures Refugee CRSP 93.566 1,062 Temporary Assistance for Needy Families* 93.558 723,834 Child Support Enforcement* 93.563 1,012,562 Low Income Home Energy Assistance* 93.568 974,667 Independent Living 93.674 11,497 Child Care Mandatory & Matching Funds 93.596 1,955,960 Child Welfare Services - State Grants 93.645 256,606 Title IV-E, Foster Care* 93.658 1,106,626 Adoption Assistance 93.659 245,646 Social Services Block Grant* 93.667 1,720,896 Medical Assistance Program ( Title XIX, Medicaid) 93.778 268,757 Pass Through from the Department of Local Affairs: Community Services Block Grant 93.031 199,902 Community Services Block Grant N/A 74,826 Pass Through Payments from the State Department of Health: TB Control Programs 93.116 51,633 Family Planning 93.217 88,434 Abstinence Education 93.235 20,232 Immunization Program 93.268 169,111 Cancer Control 93.399 56,999 HIV Care Formula Grants 93.917 55,778 Early Detection & Control of Breast Cancer 93.919 30,549 HIV Prevention Program 93.940 30,471 Sexually Transmitted Diseases 93.977 5,296 Diabetes Control Programs 93.988 8,964 Preventive Health & Health Services 93.991 137,173 Maternal & Child Health Services 93.994 286,408 Total Department of Health and Human Services 13,742,057 DEPARTMENT OF ENERGY & CONSERVATION Direct Payments OEC Solid Waste Grant 81.041 33,769 Total Department of Energy & Conservation 33,769 TOTAL FEDERAL EXPENDITURES $23,777,609 *Major Program 133 COUNTY OF WELD STATE OF COLORADO NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS Year Ended December 31, 1998 In 1998 the State of Colorado Depai fluent of Human Services completed full implementation of Electronic Benefit Transfer (EBT). The State phased in counties starting in March of 1997, with completion in February of 1998 and Weld County up in January 1998. Prior to EBT,benefits were issued by the individual county and included in the financial statements. With the start of EBT,warrants are no longer issued by the county, therefore the expenditure is not reflected in the financial statements. The following is a disclosure of EBT, Social Services expenditures,not included in the financial statements. State and Federal Programs Grant Description EDT not on Financial Food Stamp Program $5,112,594 CHATS-Day Care 3,206,714 CWEST-Foster Care 2,652,267 Low Income Energy Assistance Program 902,395 Colorado Works/TANF 642,525 State Only Programs (Not on Schedule of Expenditures of Federal Awards) State Grant EDT not on Financial Aid to the Needy/Disabled $376,193 Old Age Pension 1,661,052 134 COUNTY OF WELD STATE OF COLORADO SCHEDULE OF FINDINGS AND QUESTIONED COSTS Year Ended December 31, 1998 SUMMARY OF AUDIT RESULTS 1. The auditors' report expresses an unqualified opinion on the general purpose financial state- ments of County of Weld. 2. No instances of noncompliance material to the general purpose financial statements of County of Weld were disclosed during the audit. 3. The auditors' report on compliance for the major federal award programs for County of Weld expresses an unqualified opinion on all major federal programs. 4. Audit findings relative to the major federal award programs for County of Weld are reported in this Schedule. 5. The programs tested as major programs are identified on the Schedule of Expenditures of Federal Awards. 6. The threshold for distinguishing Types A and B programs was $780,000. 7. County of Weld was determined to be a low-risk auditee. FINDINGS - FINANCIAL STATEMENT AUDIT None FINDINGS AND QUESTIONS COSTS - MAJOR FEDERAL AWARD PROGRAMS AUDIT None 135 COUNTY OF WELD STATE OF COLORADO SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS Year Ended December 31, 1998 Department of Health and Human Services Head Start Program -CFDA No. 93.600, grant nos. 08CH0019 and 90CM0136/12; grant years ending June 30, 1997 and 1998 Condition and Criteria: The transportation cost pool allocation included depreciation in excess of amounts allowed under generally-accepted methods for computing depreciation. No depreciation may be allowed on any assets that would be considered as fully depreciated. Recommendation: Procedures should be established to compute depreciation in accordance with generally-accepted methods, which is consistently applied for all specific asset or class of assets for all federally-sponsored programs and must result in equitable charges considering the extent of the use of the assets for the benefit of such programs. Current Status: The excessive amounts were not noted in such programs in 1998. 136 SVPI'L£M£NTAt 1NFORMATION HOVSE nitt loos REPORTING R£QV1R£M£NTS INDEPENDENT AUDITORS' REPORT To The Board of County Commissioners County of Weld, State of Colorado Greeley, Colorado We have audited, in accordance with generally accepted auditing standards, the general purpose financial statements of County of Weld, State of Colorado, as of and for the year ended December 31, 1998, and have issued our report thereon dated May 5, 1999. The accompanying Annual Statement of Receipts and Expenditures for Roads, Bridges and Streets of Weld County, as of and for the year ended December 31, 1998, is not a presentation in conformity with generally accepted accounting principles. In our opinion, however, the accompanying financial information is fairly stated, in all material respects, in relation to the general purpose financial statements from which it has been derived. May 5, 1999 138 COUNTIES, CITIES, & TOWNS ANNUAL STATEMENT OF RECEIPTS & EXPENDITURES FOR ROADS, BRIDGES AND STREETS COUNTY/CITY/TOWN: Weld CALENDAR YEAR OF REPORT: 1998 (ROUND ALL AMOUNTS TO NEAREST DOLLAR) I. SCHEDULE OF RECEIPTS FOR ROAD, BRIDGE AND STREET PURPOSES A.LOCAL SOURCES C.STATE SOURCES 1.Property Tax/Special Assessments 2,240,241 1.Highway Users Tax 7,070,168 2.General Fund Appropriations 2.Motor Vehicle Registration Fees 303,544 3.Other(specify)age attached 528,458 3.Other(specify) 165,353 4.Traffic Fines TOTAL(C)STATE SOURCES 7,539,065 5.Sales Tax 6a.From County(specify) p.FEDERAL SOURCES b.City/Town(Specify) 1.Forest Service 37,984 7.Bond Proceeds(net of issuance cost) 2.Mineral Leasing 85,358 8.Note Proceeds(net of issuance cost) 3.Payments in Lieu of Taxes 39.988 9.Specific Ownership Taxes t /.o7 , 1 1R 4. FEMA 5. HUD 6.Other(specify) TOTAL (A)LOCAL SOURCES 6,265,837 TOTAL(D) FED.SOURCES 163,330 B.PRIVATE CONTRIBUTIONS E.TOTAL RECEIPTS(A+B+C+D) 13,968,232 F.UNSPENT BALANCES BEGINNING OF YW 5,868,850 (must equal ending balance of previous year) G.TOTAL RECEIPTS AND BALANCES(E+F) 19,837,082 (Revised 3/99) 139 IL SCHEDULE OF EXPENDITURES FOR ROAD, BRIDGE AND STREET PURPOSES A.DIRECT HIGHWAY EXPENDITURES 1.Right-of-Way 2.Preliminary and Construction Engineering 3.Total Construction 7 199 c A 7 A. Capacity Improvements B. System Preservation C. Safety Improvements 4.Maintenance of Condition 9 109 190 5.Snow and Ice Removal 9.049 775 6.Traffic Services 977 RAS 7.Administration ion,017 8.Traffic Enforcement TOTAL(A)DIRECT HIGHWAY EXPENDITURES 14.912.634 B.DEBT PAYMENTS ON BONDS AND NOTES 1.Interest on Bonds 2.Interest on Notes 3.Redemption on Bonds(net value) 4.Redemption on Notes(net value) TOTAL(B)DEBT PAYMENTS C.PAYMENTS TO OTHER GOVERNMENTS 1 a.To County(specify) b. ToCity(specify) various per schedule 526,430 2. To Dept.of Trans. TOTAL(C)PAYMENTS TO OTHER GOVERNMENTS 526,430 D.OTHER HIGHWAY PURPOSES (specify) E.TOTAL EXPENDITURES(A+B+C+D) 15,439,064 F.BALANCES END OF YEAR 4.398.018 (unspent receipts) G.TOTAL EXPENDITURES AND BALANCES(E+F) 19,837,082 (Revised 3/99) 140 III. SCHEDULE OF CHANGE IN DEBT STATUS FOR ROAD, BRIDGE AND STREET OBLIGATIONS (show all entries at par value;face amount of issue) BONDS NOTES A.BONDS AND NOTES OUTSTANDING BEGINNING OF YEAR B.AMOUNT ISSUED DURING YEAR(par value) 1.Original issues this year 2.Refunding issues C.AMOUNT REDEEMED DURING YEAR(par value) 1.From current receipts or reserves 2.From refunding issues D.BONDS AND NOTES OUTSTANDING END OF YEAR NOTE: "* TOTAL RECEIPTS&BALANCES MUST EQUAL TOTAL EXPENDITURES&BALANCES **• PLEASE GIVE THE NAME AND PHONE NUMBER OF THE PERSON TO CONTACT FOR QUESTIONS REGARDING THE REPORT. A� C NAME Rat-barn Fttrirh PHONE (970) 356-4000 ext 4445 Revised(3/99) 141 • WELD COUNTY, COLORADO LOCAL SOURCES OTHER (LINE 3) Interest 14,840 Moving Permits 174,849 Charge for Services 279,667 Other 59,102 5281458 142 Item I I.C.1 b - Payments to City/Town Town Amount Ault $4,604 Dacono 5,408 Eaton 10,855 Erie 7,605 Evans 24,711 Firestone 4,739 Fort Lupton 44,393 Frederick 10,703 Garden City 2,310. Gilcrest 2,417 Greeley 310,425 Grover 224 Hudson 3,705 Johnstown 9,422 Keenseburg 2,338 Kersey 3,704 La Salle 6,142 Lockbuie 2,329 Mead 9,897 Milliken 4,816 Nunn 1,282 Pierce 2,875 Platteville 6,621 Raymer 172 Severance 1,402 Windsor 37,068 Brighton 1,869 Northglen 53 Broomfield 227 Longmont 4,114 Total $526,430 143 Hello