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HomeMy WebLinkAbout971862.tiffCOMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED DECEMBER 31, 1996 Prepared by: Accounting Department COUNTY of wELD STATE of COLORADO INTRODUCTORY SECTION ft COLORADO TABLE OF CONTENTS Page INTRODUCTORY SECTION Table of Contents 1 Letter of Transmittal 7 Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting 20 Organization Chart 21 Principal County Officials 22 FINANCIAL SECTION Independent Auditors' Report 23 GENERAL PURPOSE FINANCIAL STATEMENTS Combined Balance Sheet - All Fund Types, Account Groups and Discretely Presented Component Unit 26 Combined Statement of Revenues, Expenditures and Changes in Fund Balance - All Governmental Fund Types, Expendable Trust Funds and Discretely Presented Component Unit 28 Combined Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - All Governmental Fund Types 30 Combined Statement of Revenues, Expenses and Changes in Retained Earnings/Fund Balances - All Proprietary Fund Types, Pension Trust and Nonexpendable Trust Funds 32 Combined Statement of Cash Flows - All Proprietary Fund Types and Nonexpendable Trust Funds 33 Notes to Financial Statements 34 COMBINING, INDIVIDUAL FUND AND INDIVIDUAL ACCOUNT GROUP FINANCIAL STATEMENTS AND SCHEDULES GENERAL FUND Balance Sheet 63 Statement of Revenues, Expenditures and Changes in Fund Balance, Budget and Actual 64 1 SPECIAL REVENUE FUNDS Explanations of Individual Funds 69 Combining Balance Sheet 70 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 72 Public Works Fund - Statement of Revenues, Expenditures and Changes in Fund Balance, Budget and Actual 74 Social Services Fund - Statement of Revenues, Expenditures and Changes in Fund Balance, Budget and Actual 76 Conservation Trust Fund - Statement of Revenues, Expenditures and Changes in Fund Balance, Budget and Actual 78 Contingent Fund - Statement of Revenues, Expenditures and Changes in Fund Balance, Budget and Actual 79 Emergency Fund - Statement of Revenues, Expenditures and Changes in Fund Balance, Budget and Actual 80 Public Health Fund - Statement of Revenues, Expenditures and Changes in Fund Balance, Budget and Actual 81 Human Services Fund - Statement of Revenues, Expenditures and Changes in Fund Balance, Budget and Actual 82 Solid Waste Fund - Statement of Revenues, Expenditures and Changes in Fund Balance, Budget and Actual 84 CAPITAL PROJECTS FUND Explanation of Individual Fund 85 Balance Sheet 86 Capital Expenditures Fund - Statement of Revenues, Expenditures and Changes in Fund Balance, Budget and Actual 87 2 ENTERPRISE FUND Explanation of Individual Fund 89 Balance Sheet 90 Ambulance Fund - Statement of Revenues, Expenses and Changes in Retained Earnings, Budget and Actual 91 INTERNAL SERVICE FUNDS Explanations of Individual Funds 93 Combining Balance Sheet 94 Combining Statement of Revenues, Expenses and Changes in Retained Earnings 96 Combining Statement of Cash Flows 98 Motor Vehicle Fund - Statement of Revenues, Expenses and Changes in Retained Earnings, Budget and Actual 100 Health Insurance Fund - Statement of Revenues, Expenses and Changes in Retained Earnings, Budget and Actual 101 Printing and Supply Fund - Statement of Revenues, Expenses and Changes in Retained Earning, Budget and Actual 102 Insurance Fund - Statement of Revenues, Expenses and Changes in Retained Earnings, Budget and Actual 103 Phone Service Fund - Statement of Revenues, Expenses and Changes in Retained Earnings, Budget and Actual 104 Weld Finance Corporation - Statement of Revenues, Expenses and Changes in Retained Earnings, Budget and Actual 105 3 TRUST AND AGENCY FUNDS Explanations of Individual Funds 107 Combining Balance Sheet 108 Statement of Changes in Net Plan Assets - Pension Trust Fund 110 Combining Statement of Revenues, Expenditures and Changes in Fund Balance - All Expendable Trust Funds 111 Statement of Revenues, Expenses and Changes in Fund Balance - Nonexpendable Trust Fund 112 Combining Statement of Changes in Assets and Liabilities - All Agency Funds 113 GENERAL FIXED ASSETS ACCOUNT GROUP Schedule of General Fixed Assets - By Source 115 Schedule of General Fixed Assets - By Function and Activity 116 Schedule of Changes in General Fixed Assets - By Function and Activity 117 GENERAL LONG-TERM DEBT ACCOUNT GROUP Schedule of General Long -Term Debt 119 STATISTICAL SECTION Tables Relating to Bonded Debt 121 General Governmental Expenditures by Function 122 General Revenue by Source 123 Property Value, Construction, Bank Deposits and Other Economic Indicators 124 Property Tax Levies and Collections 125 Assessed and Estimated Actual Value of Taxable Property 125 Property Tax Rates and Tax Levies - Direct and Overlapping Governments 126 4 STATISTICAL SECTION (Continued): Special Assessment Collections 127 Computations of Legal Debt Margin 128 Demographic Statistics 129 Principal Taxpayers 130 Miscellaneous Statistics 131 Insurance in Force 133 Salaries and Principal Officials 134 Surety Bond Coverage for Principal Officials 134 Private Purpose Revenue Bonds 135 Retirement Plan Required Supplementary Information 136 Computation of Overlapping Bonded Debt - General Obligation Bonds 137 COMPLIANCE SECTION Independent Auditors' Report on Schedule of Federal Financial Assistance 139 Schedule of Federal Financial Assistance 140 Independent Auditors' Combined Report on the Internal Control Structure Based on an Audit of General Purpose Financial Statements Performed in Accordance with Government Auditing Standards 143 Independent Auditors' Report on the Internal Control Structure used in Administering Federal Financial Assistance Programs 143 Independent Auditors' Report on Compliance based on an Audit of General Purpose Financial Statements Performed in Accordance with Government Auditing Standards 148 Independent Auditors' Report on Compliance with the General Requirements Applicable to Federal Financial Assistance Programs 149 5 COMPLIANCE SECTION (Continued): Independent Auditors' Report on Compliance with Specific Requirements Applicable to Major Federal Financial Assistance Programs 150 Independent Auditors' Report on Compliance with Specific Requirements Applicable to Non Major Federal Financial Assistance Program Transactions 151 Annual Statement of Receipts and Expenditures for Roads Bridges & Streets 154 6 DEPARTMENT OF FINANCE AND ADMINISTRATION PHONE (970) 356-4000, EXT.4218 FAX: (970) 352-0242 P.O. BOX 758 GREELEY, COLORADO 80632 June 13, 1997 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, 1996, 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 and U.S. Office of Management and Budget Circular A-128, Audits of State and Local Governments. Information related to this single audit, including the schedule of federal financial assistance, and auditors' reports on the internal control structure and compliance with applicable laws and regulations, 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. 7 Honorable Board of Commissioners 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 The following related organizations are excluded from the accompanying financial statements: • North Colorado Medical Center • 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 Construction activity, labor market activity, and retail activity all remain healthy and are projected to continue to do so into 1997. The state economists are predicting that Weld County will have a higher growth rate than the state as a whole for the rest of the decade. Weld County continues to be the low home price leader along the front range of Colorado. The average and the median price of new homes sold in Weld County were lower than the average and median prices of neighboring counties in 1996. The following shows the comparison. Average Price Median Price Larimer County $ 169,970 $ 156,350 Weld County 125,100 119,500 Boulder County 243,850 219,600 Metro Denver 197,225 172,200 8 Honorable Board of Commissioners Vacancy rates for apartments have risen to a little over 4 percent compared to 2 percent a year ago. As a result of the higher vacancy rate, rents should rise more slowly in upcoming months. F.W. Dodge data for construction through 1996 shows total construction activity in Weld County remains quite vigorous. The total value of construction contracts are 11 percent higher than a year ago. Residential contracts far exceed the average growth of construction with an 86 percent increase over last year. New oil and gas activity in the County was slower this last year than the previous year. The number of new permits is about half of what were issued in 1995. Employment in this industry will be lower in the future with the sluggish growth in this sector of the economy. Sales and use tax is growing faster than last year, even if the construction figures are removed from the comparison. A simple way of getting a pulse of the local economy is to watch the sales tax collected when people eat away from home. The tax revenue in this category of sales is up -- a good sign. Another good sign is unemployment, which has remained around 4-5 percent, and has been lower than the state and federal average all year. This year there have been 78,575 people employed in Weld County As one looks ahead the local economy in Weld County will be impacted by political and economic factors outside of the area, as well as inside the area. But as one examines the anticipated employment growth, retail and real estate sales, farm output and sales, housing costs, and the general well-being of the Weld County economy, the Weld County economy will still perform better than the national economy in 1997. In summary, Weld County's economy continues to be a healthy and growing economy that is more and more diversified. MAJOR INITIATIVES For the Year: In 1996 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 1996: > Implemented automated Sierra Permits System for Planning and Zoning and Building Inspection. > Adopted new Comprehensive Plan for land use in Weld County. > Clerk to Board implemented new Eagle Board Minutes System with imaging features. > Installed new financial management system (Banner). > Installed new human resource system (PeopleSoft). 9 Honorable Board of Commissioners > Completed process to phase out IBM ES 9000 mainframe and replace it with client/server systems throughout the county. > Began construction of a new county jail with ultimate capacity of 160 inmates, to be completed in 1997. > A household hazardous materials program with educational programs and collection points was implemented by the Environmental Protection Services unit of the Health Department, with full implementation into south county location near Dacono. > Family Preservation Program implemented in Social Services Department. > Installed new Assessor/Treasurer systems. > Implemented community -oriented policing program in Sheriff's Office. > Adopted Open Space Master Plan. > Completed 1-25 Mixed Unit Development Plan for southwest Weld County. FOR THE FUTURE As Weld County looks to 1997, a number of significant changes will be in focus for the Board and staff to meet the needs of the county. The passage of State Constitutional Amendment One (TABOR) will continue to have a significant impact on the future of Weld County government. The tax, revenue, and spending limitation will constrain many of the fiscal options historically available to Weld County. The provision allowing the return of unfunded state mandates to the state over a three year period was not upheld by the courts; thereby requiring counties to continue to provide social services and court facilities with limited control over the growth in costs of these programs. The 1997 budget has been developed within the limitations of Amendment One with the Social Services mandated costs included. In 1995 the Board of County Commissioners adopted a new comprehensive plan for land use to deal with the anticipated growth in the county. To compliment the long range comprehensive land use plan, an open space master plan was completed in early 1996. This was the first county -wide open space plan adopted by Weld County. Open space will continue to be demanded by the public as Weld County becomes more urbanized. In addition, an updated mixed use development plan for the 1-25 Highway Corridor was completed to help guide the future growth of the Del Camino and southwestern area of the county. Weld County has received an Energy Impact Assistance grant to develop a Geographical Information System (GIS) in 1997. This system has tremendous potential to help manage natural resources, land use, and urbanization throughout the county. 10 Honorable Board of Commissioners The continued growth of the jail inmate population will result in significant expenditures in this area in 1997. A total of 18 Correction Officers and support staff will be added to the jail staff in 1997 to open the new county jail. The total added costs to open the new 160 bed facility the last quarter of 1997 will be $779,414 in the current fiscal year. It is anticipated that another $1,000,000 will have to be added to the budget in 1998 to fully fund an entire year's operation of the new jail for a total annual cost of $1,800,000. The Weld County Jail was constructed in 1978 and has been remodeled three times to increase the capacity to 294 beds as of 1994. Jail population due to mandatory incarceration, population growth, backlog of state inmates into the county jail, and stiffer sentencing practices are causing the jail population to grow at a rate of 50 inmates per year. Although alternative jail programs are being developed there will be no relief in the growth rate of inmates in the immediate future. The additional jail complex is being constructed in the Weld County Business Park. The total project of approximately 211,355 square feet will be constructed in phases with the first phase being approximately 125,775 square feet and the remaining phases over a 20-30 year period. Portions of Phase One would be completed in 1997 and include the core support facilities and one pod to house 160 additional inmates. Each additional phase would be in increments of 160 beds. The current facility would continue to be operated as a pre-trial and maximum security facility. The new facility would start out as only minimum security and move to medium security in later phases. The entire site has been developed in 1996-97, along with construction of portions of Phase One. It is recommended that the county use current funds for Phase One in 1996-97 and reserve $6,115,000 in additional resources in the five year plan for funding of additional phases of bed space. In addition in 1997 construction will start on a new Health Building, Public Works Headquarters, and Social Services Annex for an estimated total construction cost of $6 million. The new Denver International Airport was opened in 1995 and will significantly impact Weld County over time. The site of the new airport is less than 15 miles from the southern border of Weld County. The spin-off growth from the airport is expected to positively impact Weld County from Greeley south. The county is positioning itself to deal with this growth as it impacts land use, transportation, human service requirements, and economic development. The Board's decision on October 25, 1993, to enter into a ten-year contract with SCT Corporation to provide computer services has had a major impact on Weld County government. In 1996 all computer applications were taken off the IBM ES9000 mainframe and transitioned to a client/server environment. 11 Honorable Board of Commissioners The new environment has improved access to information for decision -making, increased the quality and quantity of services, streamlined operations, and provided the opportunity for cost savings. The open system architecture offers the technology to connect different types of equipment and vendors. The linking of all components into one system improves access and sharing of data and communication resources. Open system architecture allows the county to retain some equipment and software as changes are made. Open systems architecture and client/server capabilities will better allow the distribution of computer equipment to user areas. The relational data bases allow much more effective use of information by the users and the data is more accessible, especially if coupled with a query management system. Department Focus: Two years ago an extensive search was done to find a new financial management system and human resource system that will run in the new client/server computer environment. After reviewing several packages for each of the systems the county selected the BANNER Financial system and the PeopleSoft human resources system. The implementation process of both systems started in 1995 with full implementation on January 1, 1996. The systems are open system architecture running on a IBM RISC 6000, operate on an Oracle relational data base management system, have query management facilities, graphic presentation and upload/download capabilities. The two systems will be integrated and networked to all user departments through a wide area network system. Program changes for 1997 involve the following: > Complete the construction of the new county jail with an additional 160 beds. > Open new jail, to be operational the last quarter of 1997. > Begin construction on a new Health Building, Public Works Headquarters, and Social Services Annex. > Reconstruct the following major bridges: 61/54A $2,382,600 31/68 335,000 19.5/36 875,000 > Develop plan and strategy to implement Geographical Information System in 1998. > Continue initiatives associated with the "Reinventing Weld County Government" project. > Develop a backup site for communications center. > Respond to federal welfare reform and its impact on Weld County programs. > Implement Weld County's Open Space Master Plan. 12 Honorable Board of Commissioners > Increase child protection efforts in Social Services in compliance with ACLU settlement for State of Colorado. > Serve as pilot county in State of Colorado's Workforce Development System. 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. The internal control structure is 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 an adequate internal control structure is in place to ensure compliance with applicable laws and regulations related to those programs. This internal control structure is 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 the internal control structure, 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, 1996, indicated no instances of material weaknesses in the internal control structure 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. 13 Honorable Board of Commissioners 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. GENERAL GOVERNMENT FUNCTIONS Revenue for general government functions including General, Special Revenue, Capital Projects and Expendable Trust Funds totaled $ 87,084,408 in 1996, an increase of .5% over 1995. General property taxes and specific ownership taxes produced 36.0% of total revenue, up 3.9% from 1995. The amount of revenue from various sources and the changes from 1995 are shown in the following tabulation: Revenue Sources Taxes Licenses and Permits Intergovernmental Revenue Charges for Services Fines and Forfeitures Miscellaneous Revenue Fees Total Amount (In Thousands) $ 31,314.8 1,007.4 43,123.8 4,938.0 24.3 3,913.7 2,762.4 $ 87,084.4 Increase Percent (Decrease) of Total from 1995 36.0% $ 2,879.0 1.1 143.5 49.5 (2,732.9) 5.7 251.3 0.0 (4.7) 4.5 (4.5) 3.2 (126.6) 100.0% $ 405.1 The mill levy was unchanged from the prior year at 22.038 mills for 1996 under the limitations of State Constitutional Amendment One (TABOR) passed November 3, 1992. The assessed value for 1996 is $1,343,956,407, which is up $100 million, or 8.34% from 1995. The increase was primarily attributed to increased commercial/industrial property of $31.4 million, residential property of $33.9 million, state -assessed property of $14.5 million, agricultural properties of $13.2 million, vacant land of $5 million, and oil and gas properties of $6.3 million. Current tax collections were 99.47% of the tax levy, up 0.1% from 1995. Delinquent tax collections were $121,172, compared with $64,220 in 1995. 14 Honorable Board of Commissioners Allocations of property tax by purpose for 1995 and 1996 are shown as follows: Purpose General Fund Special Revenue Funds Capital Project Fund Intergovernmental Service Funds Total Tax Rate 1995 1996 Mills Mills 14.213 13.333 4.213 7.199 3.170 1.097 .442 .409 22.038 22.038 Intergovernmental Revenue represented 49.5% of total general governmental revenue, compared with 54.0% for 1995. Social Service programs account for 56.8% 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 totalled $88,077,035, an increase of 5.6% from 1995. Changes in levels of expenditures for major functions of the county over 1995 are shown in the following tabulation: Expenditure Purpose Current Operating: General Government Public Safety Public Works Public Health & Welfare Culture & Recreation Economic Assistance Capital Outlay Debt Service Intergovernmental Miscellaneous Total Increase Amount Percent (Decrease) (In Thousands) of Total from 1995 $ 11,948.0 13.6% $ 1,416.9 14,259.7 16.2 1,210.5 13,775.1 15.6 (641.7) 31,956.4 36.3 1,134.5 292.2 0.3 (43.8) 6,770.9 7.7 (701.9) 6,077.1 6.9 2,482.8 108.0 0.1 (46.5) 559.3 0.6 37.1 2.330.3 2.7 107.3 $ 88.077.0 100.0% $ 4.955.2 15 Honorable Board of Commissioners The major factors impacting 1996 range from specific programs to the fiscal and taxing environment Weld County must currently operate within. Amendment One (TABOR) imposes property tax, spending and revenue limits not exceeding inflation and growth in net new construction. Again, the two most major factors impacting 1996 were the construction of a new county jail and the court decision issued June 5, 1995, blocking the county's ability to turn back to the state the social services mandated costs. The final court decision over the legal interpretation of Amendment One's provision to block mandated turnbacks had significant impact on county finances for 1996 and will impact future years. Social Services expenditures were at $27,671,336 for 1996. After incentives and special revenue are considered, $4,154,029 in property taxes was necessary to support the county's share of programs mandated by the state and federal government. Overall, program expenditures are growing at a rate faster than the inflation rate. Considering limited tax revenue and the growth of Social Services expenditures, other County services would need to be severely restricted in future years. Without the ability to control mandated program expenditures, local control of Weld County's financial destiny will, in time, be lost. Construction of a new county jail in 1996 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 at a rate of 50 inmates per year. Although alternative jail programs are being developed there will be no relief in the growth rate of inmates in the immediate future. Operational costs were not impacted in 1996 since the facility will not be completed until the last quarter of 1997. However, in 1997 it is anticipated that additional Correctional Officers must be added, plus the added costs of transportation between the two facilities. Food and medical costs will go accordingly with the increased jail population. Total annual operating costs of the new jail are estimated at $1.8 million. In 1996, Weld County continued its tradition of being creative and innovative. We endeavor to make the best use of the human, financial, and technological resources. Weld County elected officials and staff recognize Weld County taxpayers and consumers of county services as the providers of these resources. We pledge our commitment to continue providing the best county services possible. 16 Honorable Board of Commissioners FUND BALANCE Total fund balance and fund equity in the major operating funds were maintained at adequate levels. The General Fund balance of $815,175 was down $456,421 from last year. The $15,482,268 balance in the Special Revenue Funds was up from the previous year by 26.8%. 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 1996 and generated revenue of $3,079,363. Pension Trust Fund Operations: The operations of the Weld County Retirement Plan remained stable in 1996. The annual actuarial valuation continues to reflect a positive trend in the funding of the retirement plan, resulting in an excess funding capacity in the amount of $3,532,785. Internal Service Funds: The Internal Service Funds consists of six 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 Printing and Supply Fund provides the printing service and supply store for the County's use. 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 1996 were for the new Weld County jail 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, 1996, the General Fixed Assets of the County amounted to $41,864,789. 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 1996 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 thirty-seven million dollar allowable debt capacity in accordance with Colorado Revised Statutes. There are lease/purchase agreements which involve a Certificate of Participation Bond Issue and a long-term lease/purchase agreement totaling $2,743,045 for the construction of the Human Resources Building and north administrative buildings. 17 Honorable Board of Commissioners 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 Insurance Fund, Health Insurance Fund, Capital Expenditure Fund, Conservation Trust Fund, Housing Authority Fund, Ambulance Enterprise Fund, and the interest earned on certain deposits held for other taxing authorities. The amount of interest earned was $2,058,303 in 1996. 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 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, 1996, 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 1996 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 Hunt, Spillman and Associates, P.C., 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 and related OMB Circular A-128. 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, 1995. 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. 12 Honorable Board of Commissioners In addition, the County also received the GFOA's Award for Distinguished Budget Presentation for its 1995 annual appropriated budget for the eleventh 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. ACKNOWLEDGEMENTS 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 1996 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, 1996. 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. Respgctfully submitted, Donald D. Warden, Director Finance and Administration DDW/ch 19 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, 1995 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. a74 Presidelid yr, a tr,e, Executive Director 20 WELD COUNTY HOME RULE GOVERNMENT r c k n ® / .c 2 F C' Cn CC W H 0 > _ H Z 0 0 Board of County Commissioners k E 2 ) / z Elected Member Commissioner Coordinator Co § ] E 0 Co LEi Ea 2/ 0 Co \\ Eo 0 Ta EsEs �/ E.I � o \ c -c c m 2 0 - LE 0_ \)o Eo 0 21 Public Works Health Director cooco a CO MI a o a) co E \ \ Ambulance Services / k \) 76 "Fri ]_ Administration )3 c%° E !\(kE){)f &)!E!!=O )<Er2 !!:\ )){){�] )/)\®{\)§ COUNTY OF WELD STATE OF COLORADO PRINCIPAL COUNTY OFFICIALS December 31, 1996 Board of County Commissioners Dale Hall Barb Kirkmeyer W. H. Webster Constance Harbert 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 Hunt, Spillman & Associates, P.C. Certified Public Accountants 22 FINANCIAL SECTION COLORADO Hunt, Spillman & Associates, p.c. CERTIFIED PUBLIC ACCOUNTANTS INDEPENDENT AUDITORS' REPORT Board of County Commissioners County of Weld, Colorado Greeley, Colorado We have audited the accompanying general purpose financial statements of the County of Weld, Colorado, as of and for the year ended December 31, 1996, as listed in the table of contents. These general purpose financial statements are the responsibility of the County's management. Our responsibility is to express an opinion of these financial statements based on our audit. We conducted our audit in accordance with generally accepted auditing standards, Government Auditing Standards, issued by the Comptroller General of the United States, and the provisions of Office of Management and Budget (OMB) Circular A-128, Audits of State and Local Governments. 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 the County of Weld, Colorado, as of December 31, 1996, and the results of its operations and 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 reports dated June 13, 1997 on our consideration of the County of Weld, Colorado's internal control structure and on its compliance with laws and regulations. 23 Our audit was made 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 statements and schedules listed in the financial section of the table of contents are presented for purposes of additional analysis and are not a required part of the general purpose financial statements of the County of Weld, 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 stated in all material respects in relation to the general purpose financial statements taken as a whole. Fort Collins, Colorado June 13, 1997 24 L1..\ L Aki COLORADO 25 COUNTY OF WELD STATE OF COLORADO Combined Balance Sheet - All Fund Types, Account Groups and Discretely Presented Component Unit December 31, 1996 (With comparative totals for December 31, 1995) Governmental Fund Type General ASSETS Proprietary Fund Type Special Capital Enterprise Internal Revenue Projects Fund Service Cash and short-term investments $ 1.815,589 $ 15,930,345 $ 1,936,928 $ 83,868 $ 1,955,279 Receivables (net of allowance for uncollectibles): Current property taxes 19.173.370 6,297,435 3,226,000 0 550,000 Delinquent property taxes 61.355 20,938 11.299 0 2,004 Accounts 591.579 1.189,645 1 790.138 26,864 Special assessment 90 235,252 0 0 0 Due from other County funds 2.169,903 471,228 0 0 264,814 Due from other governmental units 114,589 1,265,008 0 0 0 Advances to other funds 0 0 0 0 0 Inventories 0 3.117.623 0 0 138.275 Restricted Assets Cash o 0 0 0 0 Retirement plan investments 0 0 0 0 0 Deferred compensation plan investments 0 0 0 0 0 Other assets 46.800 10.076 0 0 155,880 Land 0 0 0 48.496 1,336,667 Improvements other than buildings 0 0 0 21,461 230,354 Buildings 0 0 0 648.234 4,817,469 Machinery and equipment 0 0 0 809,187 15,496,265 Accumulated depreciation 0 0 0 (401,382) (10.570,334) Amounts to be provided for retirement of general longterm debt 0 0 0 0 0 Total Assets $ 23,973,275 $ 28,537,550 $ 5,174,228 $ 2.000,002 $ 14,403,536 LIABILITIES, FUND EQUITY & OTHER CREDITS Liabilities: Accounts payable $ 2,342.063 $ 1.541,778 $ 1,150,363 $ 10.512 $ 294,170 Due to other County funds 381.903 1.390.785 700,000 10,588 415.112 Due to other governments 0 11,327 0 0 0 Accrued liabilities 661,244 651,437 0 123.397 341,125 Other liabilities 0 46,911 0 0 0 Deferred revenue 19,422,892 7,342,186 3,237.299 0 552,004 Unexpended grant revenue 340,001 2,070,859 0 0 0 Payable from restricted assets Deferred compensation payable 0 0 0 0 0 Long term debt 0 0 0 0 1,583,378 Advances from other funds 0 0 0 0 0 Total Liabilities 23,148,103 13.055.283 5.087.662 144.497 3.185,789 Other Credits: Investment in general fixed assets 0 0 0 0 0 Fund Equity: Contributed capital 0 0 0 107,523 8.065,721 Unreserved retained earnings 0 0 0 1,747.981 3,152,027 Fund Balances: Reserved 86,654 5,124,975 3.639.437 0 0 Unreserved: Designated for future year's expenditures 0 4,040,409 0 0 0 Undesignated 738.519 6.316,885 (3,552,871) 0 0 Total Fund Equity and Other Credits 825,173 15,482.269 86,566 1,855,504 11,217,748 Total Liabilities. Fund Equity and Other Credits $ 23,973,276 $ 28,537,552 $ 5,174,228 $ 2,000.001 $ 14,403.537 (See Notes to Financial Statements) 26 Fiduciary Fund Type Account Groups Trust and General General Long Agency Fixed Assets Term Debt 1996 1995 1996 1995 Primary Government Component Unit Memorandum Totals Housing Authority $ 4,724,632 $ 0 1 0 $ 26,446,642 $ 26,078,350 $ 295.335 $ 354,269 0 0 0 29,246,806 29.594.575 0 0 0 0 0 95.596 136,185 0 0 55.829 0 0 2.654.056 2.508.400 16.924 3.996 0 0 0 235,342 297.028 0 0 126,621 0 0 3,032.566 1,135,958 0 722 5,024 0 0 1,384,621 1,143,259 0 0 0 0 0 0 75,000 0 0 0 0 0 3,255,899 3,081,354 0 0 998.120 0 0 998,120 206,817 0 0 54.307.408 0 0 54,307.408 43.296.185 0 0 2,326,058 0 0 2,326,058 2,026,765 0 0 0 0 0 212,757 101.154 209,139 124.523 0 2,561.998 0 3,947,161 5,265.281 0 0 0 2.797,206 0 3,049,021 1.736.071 0 0 0 29,180.045 0 34.645.749 31.234.864 0 0 0 7.325,540 0 23,630,992 23,949,520 0 0 0 0 0 (10.971.717) (9,969,041) 0 0 0 0 1,308,558 1,308.558 1,531,698 0 0 $ 62.543,692 $ 41,864,789 $ 1,308,558 $ 179,805.635 $ 163,429,423 $ 521,398 $ 483.510 $ 379.120 $ 0 $ 0 $ 5,718.004 $ 3,681,033 $ 5,666 $ 9,767 134,176 0 0 3,032,566 1.136.660 0 0 4,492,525 0 0 4,503,852 3,814,012 0 82,509 0 0 1,308,558 3,085,763 3,555,585 5,130 5.816 0 0 0 46.911 64,664 0 0 0 0 0 30,554,382 30,925.963 82.509 0 0 0 0 2,410.860 3,066.047 0 0 2.326,058 0 0 2.326,058 2.026.765 0 0 0 0 0 1.593,378 1,760,134 0 0 0 0 0 0 75,000 0 0 7.331.879 0 1.308.558 53.271,774 50,105,863 93,305 98,092 0 41,864,789 0 41,864,789 39,634,867 0 0 0 0 0 8,173,244 8.110.048 0 0 0 0 0 4,900,006 4,520.565 0 0 42,547,960 0 0 51,399,027 49,075,620 109.139 124.523 0 0 0 4,040,409 750,000 0 0 12,663,853 0 0 16.156.386 11,232,460 318,954 260,895 55.211,813 41,864,789 0 126,533,861 113,323,560 428.093 385.418 $ 62,543,692 $ 41,864,789 $ 1,308,558 $ 179.805,635 $ 163,429,423 $ 521.398 $ 483,510 27 COUNTY OF WELD STATE OF COLORADO Combined Statement of Revenues. Expenditures and Changes in Fund Balances All Government Fund Types, Expendable Trust Funds and Discretely Presented Component Unit For the fiscal year ended December 31. 1996 (With comparative totals for the fiscal year ended December 31. 1995) Governmental Fund Type REVENUES Taxes Licenses and permits Intergovernmental Fines and forfeitures Miscellaneous Fees Charges for services Total Revenues General Special Capital Revenue Projects $ 17,965.107 $ 11,867,580 $ 1,482,070 661,732 345,722 0 4,127,642 38.996.157 0 24.345 0 0 3,187,017 319,612 213,141 2,762,387 0 0 1,606.218 3.331.794 0 30,334.448 54.860.865 1,695,211 EXPENDITURES Current: General government 11,947.972 0 0 Public safety 14.259.702 0 0 Public works 770,798 13,004.304 0 Public health and welfare 1,119,542 30,836,829 0 Culture and recreation 84,834 207,343 0 Economic assistance 0 6.770.891 0 Miscellaneous 974,179 1.059.107 0 Capital outlay 250.002 425.554 5,401,531 Debt service 107,963 0 0 Intergovernmental 0 559,388 0 Total Expenditures 29,514,992 52,863,416 5,401,531 Excess (Deficiency) of Revenues Over (Under) Expenditures 819,456 1,997,449 (3.706.320) Other Financing Sources (Uses): Operating transfers - in 0 1.495.877 0 Operating transfers - out (1,275,877) (220,000) 0 Total Other Financing Sources (Uses) (1.275,877) 1,275,877 0 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses (456,421) Fund Balances at Beginning of Year 1,271.596 3,273,326 (3.706,320) 12,208,942 3,792,886 Fund Balances at End of Year $ 815.175 $ 15.482.268 $ 86,566 28 (See Notes to Financial Statements) Fiduciary Fund Type Expendable Trust 1996 1995 1996 1995 Primary Government Component Unit Memorandum Totals Housing Authority 0 $ 31,314,757 $ 28.435.809 $ 0 $ 0 0 1,007,454 863.912 0 0 0 43,123.799 45.856.735 2,097.159 2.050.412 o 24,345 28.983 0 0 193.884 3,913,654 3,918,064 39.276 9.491 0 2,762,387 2,888,955 0 0 0 4.938.012 4,686,742 0 0 193.884 87,084,408 86,679,200 2.136.435 2,059.903 0 11.947,972 10,531,129 0 0 0 14,259.702 13,049,185 0 0 0 13.775.102 14,416,806 0 0 0 31,956,371 30.821,871 0 0 0 292,177 336.047 0 0 0 6.770.891 7,472,758 2,091,666 1,809,931 297.096 2,330,382 2.222,975 0 0 0 6,077,087 3.594.277 2,094 10,698 0 107.963 154.507 0 0 0 559.388 522,232 0 0 297,096 88.077.035 83.121,787 2.093.760 1,820,629 (103.212) (992,627) 3,557,413 42,675 239,274 0 1,495,877 6.601.778 0 0 0 (1,495,877) (6,751.778) 0 0 0 (103.212) 103,686 0 (150,000) (992,627) 3,407.413 17.377,110 13,969,697 0 0 42,675 239,274 385.418 146.144 f 474 $ 16.384.483 $ 17,377.110 $ 428.093 $ 385,418 29 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 Project Funds For the fiscal year ended December 31, 1996 General Variance Favorable Budget Actual (Unfavorable) REVENUES Taxes Licenses and permits Intergovernmental Fines and forfeitures Miscellaneous Fees Charges for services Total Revenues EXPENDITURES Current: General government Public safety Public works Public health and welfare Culture and recreation Economic assistance Miscellaneous Capital outlay Debt service Intergovernmental Total Expenditures $ 17,992,745 $ 17,965,107 E (27,638) 565,036 661,732 96,696 3.525,692 4.127.642 601,950 4.850 24,345 19.495 3,232,537 3,187,017 (45,520) 2,714,315 2,762,387 48.072 2.864.588 1,606,218 (1,258,370) 30,899,763 30,334,448 (565,315) 11.925,103 11,947,972 (22,869) 14.199.288 14,259.702 (60.414) 741,724 770,798 (29.074) 1,220.092 1,119.542 100,550 56,661 84,834 (28,173) 0 0 0 697,635 974,179 (276,544) 663,729 250,002 413,727 131,623 107,963 23.660 0 0 0 29,635,855 29,514.992 Excess of Revenues Over (Under) Expenditures 1.263,908 Other Financing Sources (Uses): Operating transfers - in Operating transfers - out (1.975.370) Total Other Financing Sources (1.975,370) Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses Fund Balances at Beginning of Year Fund Balances at End of Year (711,462) 120,863 819,456 (444,452) 0 0 0 (1.275,877) (699,493) (1,275.877) (699,493) (456.421) 255,041 1,271.596 1.271,596 0 $ 560.134 $ 815.175 $ 255,041 (See Notes to Financial Statements) 3 () Special Revenue Capital Projects Variance Variance Favorable Favorable Budget Actual (Unfavorable) Budget Actual (Unfavorable) f 12,025,165 $ 11,867,580 $ (157,585) $ 1.474,265 $ 1.482,070 $ 7,805 411,900 345,722 (66,178) 0 0 0 49.307.394 38.996,157 (10.311.237) 0 0 0 0 0 0 0 0 0 224,650 319,612 94,962 235,000 213,141 (21,859) 0 0 0 0 0 0 2.907.943 3,331,794 423,851 0 0 0 64.877.052 54,860.865 (10,016,187) 1,709,265 1,695,211 (14,054) 0 0 0 0 0 0 0 0 0 0 0 0 18.024.328 13,004,304 5,020,024 0 0 0 39,004,068 30,836,829 8,167,239 0 0 0 302.343 207,343 95,000 0 0 0 7,446,897 6.770,891 676.006 0 0 0 1,080,000 1.059.107 20,893 0 0 0 228.152 425.554 (197.402) 9,109,497 5,401.531 3,707,966 0 0 0 0 0 0 558.096 559,388 (1,292) 0 0 0 66.643.884 52,863,416 13,780.468 9,109.497 5,401,531 3,707,966 (1,766,832) 1,997.449 3,764,281 (7,400,232) (3,706.320) 3,693,912 12,351 1,495,877 1,483,526 3,600,000 0 (3,600,000) (2,900,000) (220,000) 2,680,000 0 0 0 (2,887,649) 1,275,877 (4,654.481) 3,273,326 12,208,942 12,208,942 4,163,526 3,600.000 7,927,807 (3,800,232) 0 (3.600.000) (3,706.320) 93,912 0 3.792.886 3,792,886 0 $ 7,554,461 $ 15,482,268 $ 7,927,807 $ (7.346) $ 86,566 $ 93,912 31 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, 1996 (With comparative totals for the fiscal year ended December 31, 1995) OPERATING REVENUES Earnings on investments Contributions Charges for services Total Operating Revenues OPERATING EXPENSES Personnel services Supplies Purchased services Insurance and bonds Depreciation Benefit payments Other Refunds Claims Capital outlay Bad debt expense Total Operating Expenses Operating Income (Loss) Proprietary Fund Type Fiduciary Fund Type Memorandum Totals Internal Non - Enterprise Service Expendable Pension Fund Fund Trust Fund Trust Fund 1996 1995 $ 0 $ 0 $ 1,452 $ 11.303,669 $ 11.305,121 $ 3,339,371 0 214,875 0 2,930,702 3,145,577 2,621.980 3,079,363 4,644,684 0 0 7,724,047 8,024,881 3.079.363 4,859,559 1,452 14,234,371 22.174.745 13,986.232 1,267,912 161,740 0 0 1,429,652 1,486,506 121,988 573,000 0 10,000 704,988 705,787 281,083 1,966,985 0 328,798 2.576.866 2.678,728 0 14.811 0 0 14,811 157,631 159.227 1,543,759 0 0 1,702,986 1.758,283 0 0 0 2,366,659 2,366,659 1.732,730 166,911 587,119 0 0 754.030 363,693 0 0 0 0 0 488,028 0 916.399 0 0 916,399 666,831 0 0 0 0 0 7,320 569,848 0 0 0 569,848 1,062.863 2,566,969 5,763,813 0 2,705.457 11,036,239 11,108,400 512,394 (904.254) 1,452 11,528,914 11,138,506 2,877.832 NONOPERATING REVENUES (EXPENSES) Taxes 0 550,225 0 0 550.225 549,578 Intergovernmental 76,439 0 0 0 76,439 12.391 Miscellaneous 8.828 76,560 0 0 85.388 164,308 Fees 0 1,327 0 0 1.327 1.579 Gain on disposition of assets 961 70.666 0 0 71,627 390.304 Judgements and damages 0 97,957 0 0 97.957 48.338 Interest 0 (111.660) 0 0 (111,660) (125,130) Total Nonoperating Revenues (Expenses) 86.228 685.075 0 0 771.303 1,041,368 Income (Loss) Before Operating Transfers 598,622 (219,179) 1,452 11,528.914 11,909,809 3,919.200 Operating Transfers: Operating transfers in Total Operating Transfers In 0 0 Net Income (Loss) 598.622 Retained Earnings/Fund Balance at Beginning of Year Retained Earnings/Fund Balance at End of Year 0 0 0 0 (219,179) 1.452 0 0 150.000 0 0 150,000 11.528.914 11.909.809 4,069,200 1.149,359 3.371,204 1,165 43,679,808 48.201.536 44,132,336 f 1,747,981 $ 3,152,025 $ 2,617 $ 55.208.722 $ 60,111,345 $ 48.201,536 (See Notes to Financial Statements) 32 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, 1996 Proprietary Fund Type Nonexpendable Memorandum Enterprise Internal Trust Total Fund Service Fund 1996 CASH FLOWS FROM OPERATING ACTIVITIES Operating income (loss) $ 512 394 $ (904 254) $ 1 452 $ (390.408) Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Depreciation 159,227 1,540,516 0 1.699.743 Miscellaneous Revenue 85,267 163,725 0 248.992 Change in assets and liabilities: (Increase) decrease in accounts receivable (382,245) 71,564 0 (310,681) (Increase) decrease in inventory 0 (14,168) 0 (14.168) (Increase) decrease in other assets 762 (143,413) 0 (142,651) Increase (decrease) in accounts payable (10.441) 187,718 10.163 187,440 Increase (decrease) in accrued liabilities (14,596) (244,241) 0 (258,837) Increase (decrease) in other liabilities (30 364) 213 828 0 183 464 Total adjustments Net cash provided by operating activities: CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES: Taxes CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES: Interest paid on borrowings Proceeds from sale of capital assets Acquisition of capital assets Net cash used for capital and related financing activities (192.390) 1.775 529 320 004 871 275 0 550 225 10.163 1 593 302 11 615 1 202 894 0 550 225 0 (111,660) 0 (111.660) 1,000 90.040 0 91.040 (237.136) (1.273.416) 0 (1 510 552) (236.136) (1 295 036) 0 (1.531.172) CASH FLOWS FROM INVESTING ACTIVITIES: Interest on investments 0 12,119 0 Net Increase in Cash and Cash Equivalents Cash and Cash Equivalents at Beginning of Year 12 119 83,868 138,583 11.615 234,066 0 1 816 696 25.006 1.841 702 Cash and Cash Equivalents at End of Year $ 83 868 $ 1 955 279 $ 36.621 $ 2.075 768 Reconciliation to Balance Sheet: Cash and Cash Equivalents at end of year 83,868 1,955,279 36.621 2,075.768 Other Trust and Agency Funds 0 0 5 942.551 5 942 551 Per Balance Sheet $ 83 868 NONCASH TRANSACTIONS AFFECTING FINANCIAL POSITION: $ 1 955 279 $ 5 979 172 $ 8.018.319 Disposition of contributed fixed assets $ 13.993 $ 13,272 $ 0 $ 27,265 Contribution of fixed assets (2,800) (87.661) 0 (90,461) Net change in contributed capital (11 193) 74 389 0 63,196 Net effect of noncash transactions $ 0 $ 0 $ 0 $ 0 33 (See Notes to Financial Statements) COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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 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. 34 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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, and exists solely to acquire real estate and construct buildings for lease to the County and others. 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 Weld County Basswood Avenue #1990-2 Weld County 83rd Ave #1991-1 Weld County Roads 15 & 84 #1991-2 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 non-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. 35 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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. 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. 36 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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. 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 Funds: Capital Projects Funds are 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 Funds are 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. 37 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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: 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. 38 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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 net assets as permitted by GASB No. 25. The application of the change is shown by reflecting the cumulative effect of the change, amounting to $5,433,139, in the Statement of Changes in Plan Net Assets. The adjustment represents unrealized gains on investments that had not previously been recognized in the Pension Retirement Fund. Encumbrances: Weld County utilizes the encumbrance method of recording commitments related to unperformed contracts for goods and services 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 mamagement control device during 39 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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 1996, three supplemental appropriation ordinances were enacted, which brought the total budget from the original appropriation of $102,461,930 to $114,073,030. 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 6, 1995 and are collected in 1996 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 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 40 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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, 1996 levies for the applicable funds of the County are as follows: Mills Amount General Fund 13.333 $ 17,918,681 Road and Bridge 1.978 2,658,587 Social Services Fund 3.098 4,163,484 Contingent Fund .784 1,053,094 Emergency Reserve Fund 1.339 1,800,000 Capital Expenditures Fund 1.097 1,474,265 Insurance Fund .409 550,000 TOTAL 22.038 $ 29,618,111 Investments: Investments are stated at cost or amortized cost subject to adjustment for market declines judged to be other than temporary, except investments of the Deferred Compensation Fund and Weld County Retirement Plan, which are stated at market value. 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. 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. 41 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 Short-term 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. Advances to Other Funds: Noncurrent portions of long-term interfund loans receivable (reported in "Advance" asset accounts) are equally offset by a fund balance reserve account which indicates that they do not constitute "available spendable resources" since they are not a component of net current assets. 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 transactions and reimbursements, are reported Nonrecurring or nonroutine permanent transfers reported as residual equity transfers. All transfers are reported as operating transfers. quasi -external as transfers. of equity are other interfund 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 Improvements Other Than Buildings Machinery and Equipment 42 20-30 years 20 years 3-10 years COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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 are accounted for in the General Long -Term Debt Account Group, with the exception of Social Services Fund, for which no liability is recognized because sick leave does not vest. 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. At December 31, 1996, the liability for accumulated sick leave approximated $379,174 for all funds. Accrued vacation for the governmental funds are 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. At December 31, 1996, the liability for accumulated vacation approximated $792,493. Vacation is recorded as an expenditure in the applicable governmental type fund when paid. Vacation and sick leave are 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. 43 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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. 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, 1996 include $39,854, $502,471 and $3,639,437 for the General Fund, Special Revenue Funds, and Capital Projects Fund, respectively, for a total of $4,181,762. Reserved for Other Assets: These reserves are established to record all prepaid items. Recorded reserves at December 31, 1996 are $46,800 and $10,076 for the General Fund and Special Revenue Funds, respectively, for a total of $166,015. Reserved for Inventories: These reserves are established to record the total level of supply inventories. The Special Revenue Funds have amounts at December 31, 1996 of $640,346. Reserved for Employee Benefits: These reserves are established to record the pension benefit obligation of the Weld County Retirement Plan. The amount of this reserve is $42,547,960 at December 31, 1996. 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 $3,972,082 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, 1997. 44 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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 25C 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. 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 have 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 have not been presented in all statements because their inclusion would make certain statements unduly complex and difficult to understand. Note 2 - Equity in Pooled Cash and Investments: The County maintains a cash and investment pool that is available for use by all funds. Each fund's share is displayed on the balance sheets as "Cash and short-term investments". Several of the County's funds also hold investments on their own account. Substantially all cash and investments of the Pension Trust Fund are held separately from those of the other County funds. 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 therof, or of any depository trust company which is a member of the federal reserve 45 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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 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 investments at December 31, 1996 are as follows: Primary Government: Category A B Bank Carrying Balance Amount Demand deposits $102,863 Money-market deposits 100,000 Certificate of deposit 600,000 Deposits in transit Cash on hand $3,296,082 128,752 3,957,857 $3,398,945 228,752 4,557,857 $1,798,920 228,752 4,557,857 862,134 482,881 Total Deposits $802,863 $7,382,691 $8,185,554 $7,930,544 Component Unit: Category A B Bank Carrying Balance Amount Demand deposits $ 0 $ 295,335 $ 295,335 $ 295,335 All deposits made by the County Treasurer in 1996 were done so in eligible public depositories, as defined by the Public Deposit Protection Act of 1989. 46 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 If a fund overdraws its share of a pooled cash account, the overdraft is reported as an interfund receivable in General Fund or in General Agency with an offsetting interfund payable in the overdrawn fund. Cash deficits that were outstanding at December 31, 1996 are as follows: Special Revenue Fund: Public Health $104,440 Internal Service Fund: Printing & Supply 168,199 Expendable Trust Fund: Employee Flexible Spending 41,555 Due to General Fund $314,194 General Agency: Upper Front Range Transportation Trust $ 5,024 Due to General Agency $ 5,054 Investments: Colorado State Statutes authorize the County to invest in various local government investment pools. These pools operate similarly to a money market fund. Investments consist of U.S. Treasury Bills, notes and note strips and repurchase agreements collateralized by U.S. Treasury Notes. The designated custodial bank provides safekeeping and depository services in connection with the direct investment and withdrawal functions of each pooled investment. All securities owned by each pooled investment are held by the Federal Reserve Bank in the account maintained for the custodial bank. The custodian's internal records identify the investments owned by each pool investor. At December 31, 1996, the County held investments in the following 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). Colorado State Statutes authorize the County to invest in any of the following securities with a maximum maturity date no more than five years from the date of purchase: 47 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 a. U.S. Treasury Bills, notes or bonds; Federal Farm Credit Bank, Federal Land Bank, Federal Home Loan Bank, Federal Home Loan Mortgage Company, Federal National Mortgage Association, and Export -Import Bank notes or bonds; b. Obligations of any other U.S. agency if control of the agency by the U.S. is at least as extensive as those above and the security is rated in the highest rating category by at least one nationally recognized agency at the time of purchase; c. Obligations of World Bank, Inter -American Development Bank and African Development Bank if the security is rated in one of the two highest rating categories by at least one nationally recognized rating agency at the time of purchase. d. General obligation bonds of any state, District of Columbia, U.S. territory or any of their subdivisions if the security is rated in one of the three highest rating categories by at least one nationally recognized rating agency at the time of purchase; e. Revenue bonds of any state, District of Columbia, U.S. territory or any of their subdivisions if the security is rated in one of the two highest categories by at least one nationally recognized rating agency at the time of purchase; f. Bankers acceptances issued by a state or national bank if the bank has combined capital and surplus of at least $250,000,000; g. Commercial paper if rated in the highest rating category by at least one nationally recognized rating agency at the time of purchase; h. Any obligation, certificate of participation of lease/purchase of the County; i. Repurchase agreements in securities listed in (a) or (b) above if the securities are marketable, have a market value equal to the funds invested at all times, title or perfected security investment is transferred to the public entity or custodian and the securities are delivered to the public entity or third party custodian or trustee for safekeeping; 48 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 J• Money market funds, registered as an investment company, if the investment policies include an attempt to maintain constant share price, there is no sales of load fee added to the purchase or redemption price, there is a maximum maturity of one year or less and an average maturity of 120 days or less of securities in the fund, and the investments must consist only of securities listed above, perfected reverse repurchase agreements of less than 30 days relating to securities listed in (a) through(h) above, or securities not listed in (a) through (i) above that are tax exempt and do not exceed 15% of investments of the fund; and k. Guaranteed investment contracts issued by an insurance company with a Colorado certificate if the security is rated in the highest rating category by at least one nationally recognized rating agency at the time of purchase and the security is purchased with proceeds of the sale of securities or proceeds of certificates of participation or lease purchases (no refunding bond escrow may be invested). 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 counterparty'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 counterparty 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 pooled investments cannot be categorized by level of risk because they are not evidenced by specific securities due to the nature of an investment pool. The deferred compensation plan investments also cannot be categorized since the specific securities belonging to Weld County cannot be identified. The pension trust investments also cannot be categorized. 49 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 U.S. Government Agency Notes Category Carrying Market B Amount Value $ 10,648,768 $10,648,768 $10,639,930 Deferred compensation plan investments Retirement plan investments Investment on CSAFE Investment in CDT Investment in COLOTRUST Investment in GAP 2,326,058 2,326,058 54,307,408 54,307,408 2,442,098 2,442,098 775,677 775,677 633,667 633,667 979,563 979,563 Total Investments $72,113,239 $72,104,401 At December 31, 1996, the County has invested $3,972,082 in a government securities fund, initally 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, 1996: Allowance for Fund Type Uncollectibles General Special Revenue Capital Projects Enterprise Internal Service Total 50 16,250 5,745 2,881 575,943 538 601,357 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 Note 4 - Individual Fund Receivable and Payable Balances and Advances: Interfund receivable and payable at December 31, 1996 are as follows: General Fund Special Revenue Funds: Public Works Fund Social Services Fund Contingent Fund Public Health Fund Human Service Fund Solid Waste Fund Capital Projects Fund Enterprise Fund: Ambulance Internal Service Funds: Motor Vehicle Fund Printing and Supply Fund Insurance Fund Phone Services Fund Trust and Agency Funds: Employee Flexible Spending Total Interfund Receivables Interfund Payables $ 2,169,903 $ 381,903 314,589 0 0 32,494 59,458 64,687 0 774,157 130,337 30,800 152,496 75,036 227,960 700,000 0 10,588 0 176,321 4,499 83,994 1,024 169,598 52,338 192,153 126,621 134,176 $ 3,032,566 $ 3,032,566 Transfers in and out of other funds at December 31, 1996 are as follows: General Fund Special Revenue Funds: Contingent Fund Emergency Reserve Fund Public Health Fund Human Services Fund Total Transfer In Transfer Out 0 $ 1,275,877 0 220,000 1,263,019 12,858 220,000 0 0 0 $ 1,495,877 $ 1,495,877 51 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 Note 5 - General Fixed Assets: A summary of changes in general fixed assets follows: Land Buildings Leasehold Improvements Improvements Other than Buildings Machinery and Equipment Construction in Progress Total Balance 1/1/96 Balance Declass Additions Deletions 12/31/96 $ 3,880,118 $ (819,519) $ 0 $ 498,541 $ 2,561,998 25,018,962 (29,596) 379,011 1,332,645 24,035,732 0 29,596 0 0 29,596 1,483,256 805,081 538,286 29,417 2,797,206 8,449,150 14,498 497,801 1,635,909 7,325,540 803,381 0 4,808,086 496,750 5,114,717 39,634,867 $ 0 $ 6,223,184 $ 3,993,262 $ 41,864,789 At year-end 1996 construction in progress consists of $5,114,717 for the North site jail. Note 6 - Long -Term Debt: Long-term debt consists of the following at December 31, 1996: Internal Service Fund: Certificates of participation Less unaccreted discount $ 1,595,000 11,622 Certificates of participation - net 1,583,378 General Long -Term Debt Account Group: Sick -leave and vacation accruals Obligation on long-term lease 1,096,757 211,601 Total 1,308,558 MEMORANDUM TOTAL 52 $ 2,891,936 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 Certificates of participation represent debt of the Weld County Finance Corporation and are not general obligations of the County. The certificates were issued to finance the construction of buildings leased to the County. The lease payments are sufficient to cover the indebtedness of the Finance Corporation, and include a purchase option at the end of the lease. The certificates bear interest at rates ranging from 4.25% to 7.3% per annum and mature during 2002. Those certificates maturing in 2001 or after are callable for redemption prior to maturity in whole or in part at the option of the County in 2000. The long term lease is for the administrative building at the north site. Book value of building at December 31, 1996 is $2,091,796. Future debt service requirements for the certificates of participation and capital lease are detailed as follows: Principal Requirement Interest Requirement Year Certificates Certificates Total Annual of Par- Capital Total of Par- Capital Total Debt Service ticipation Lease Principal ticipation Lease Interest Requirement 1997 $ 190,000 $ 211,801 $ 401,801 $ 101,535 $ 8,776 $ 110,311 $ 512,112 1998 205,000 0 205,000 90,325 0 90,325 295,325 1999 220,000 0 220,000 77,820 0 77,820 297,820 2000 235,000 0 235,000 63,960 0 63,960 298,960 2001 250,000 0 250,000 48,920 0 48,920 298,920 2002 495,000 0 495,000 32,670 0 32,670 527,670 Total $1,595,000 $ 211,801 $1,806,801 $ 415,230 $ 8,776 $ 424,006 $2,230,807 Long-term debt transactions during 1996 are summarized as follows: Balance, January 1, 1996 Retired in 1996 Discount accretion Balance December 31, 1996 Certificates of Participation $ 1,760,134 (180,000) 3,243 $ 1,583,377 Vacation & Sick Capital Leave Lease $ 1,119,282 (22,525) 0 $ 412,416 (200,615) 0 Total $ 3,291,832 (403,140) 3,243 $ 1,096,757 $ 211,801 $ 2,891,935 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 $39,895,226 at December 31, 1996. The County is not liable for repayment of industrial revenue bonds outstanding of $9,045,024 as of December 31, 1996. 51 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 Note 7 - Other Required Individual Fund Disclosures: Excesses of expenditures over appropriations in individual funds are as follows: Note 8 Health Insurance Fund Insurance Fund Revised Over - Appropriation Expenditure Expenditure 193,264 220,682 27,418 824,000 1,221,853 397,853 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 Printing & Supply Fund at December 31, 1996 were deficits of $25,595 and $5,538 respectively. These deficits will be recovered through future operations. Weld County Retirement Plan: The County maintains the Weld County Retirement Plan ("Plan") a single - employer, defined benefit pension plan which covers all full-time employees, except officers and employees of the Health Department. Plan description and provisions: All eligible full-time employees participate in the Weld County Retirement Plan. The payroll for employees covered by the plan for the year ended December 31, 1996 was $21,494,270; the County's total payroll was $27,391,744. Current membership is comprised of the following: Retirees and beneficiaries currently receiving benefits and terminated employees entitled to benefits but not yet receiving them Current Employees: Vested Nonvested 329 395 366 TOTAL 1,090 54 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 Employees retiring under the normal retirement rule, at age 65 with at least five years of credited service or whose age plus years of credited service equals 75 or more, are entitled to monthly benefits of 2.50 percent of their average monthly compensation (during the 12 highest - paid consecutive calendar months of credited service within the last 120 months of credited service) times years of credited service. The maximum benefit paid is 75 percent of final compensation and the minimum is $25 a month per year of credited service. The Plan permits special early retirement with full benefits to employees age 62 with 8 years of credited service and regular early retirement with reduced benefits to employees age 55 with five years of credited service. Active employees who become disabled receive benefits beginning on the first of the month on or after age 65 or, if later, when payments stop under the County's Long -Term Disability Plan. Retirement benefits are based on the disabled employee's final average monthly compensation at the time of disability and credited service (including the period of disability), payable for the disabled employee's life. Effective September 1, 1995, upon the death of an active employee, the spouse is entitled to two times the employee's accumulated contributions plus interest or a monthly benefit equal to 75 percent of the employees accrued benefit as of his or her date of death, commencing on the later of the first day of the month coinciding with or following the employees's death. If an employee terminates employment with the County and is not vested, (has five years or more of credited service), the employee is entitled to a refund of all employee contributions plus 6 percent annual interest, compounded monthly. If the employee is vested, the employee has the option of receiving a refund of accumulated contributions plus interest or receive a monthly benefit commencing upon his or her normal retirement date. All employees participating in the Plan are required by the authority of the Board of Commissioners to contribute 6 percent of their annual salaries to the Plan. The County is required to contribute a matching amount to fund the Weld County Retirement Plan, using the aggregate actuarial cost method. Earnings on investments are also used to fund the Plan. 55 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 Funding Status and Progress: The amount shown below as the "Pension Benefit Obligation " is a standardized disclosure measure of the present value of pension benefits, adjusted for the effects of projected salary increases, estimated to be payable in the future as a result of employee service to date. This measure is the actuarial present value of credited projected benefits and is intended to, (i) help users assess the Plan's funding status on a going -concern basis, (ii) assess progress being made in accumulating sufficient assets to pay benefits when due and (iii) allow for comparisons among public employee retirement plans. The measure is independent of the actuarial funding method used to determine contributions to the Plan. The pension benefit obligation was determined as part of an actuarial valuation of the plan as of January 1, 1995. Significant actuarial assumptions used in determining the pension benefit obligation include: (a) a rate of return on the investments of present and future assets of 7.5% per year compounded annually, (b) projected salary increases at various rates depending on attained age ranging from 7.5% for age 25 to 5.3% for age 64. The projected salary increases are due to a 5% inflation rate and various rate for merit raises ranging from 2.5% at age 25, to 0.3% at age 64. No assumption is made regarding post -retirement benefit increases as these are reviewed and approved by the Weld County Retirement Board based on availability. Pension Benefit Obligation At January 1, 1996: Retirees and beneficiaries currently receiving benefits $16,860,832 Terminated vested employees not yet receiving benefits Current Employees: Accumulated employee contributions, including allocated investment income Employer -financed vested Employer -financed nonvested Total pension benefit obligation Net Assets Available for Benefits (at market value, cost of $43,679,808) 1,688,097 9,939,947 4,142,426 9,916,658 42,547,960 46,080,745 Net Assets in Excess of Pension Benefit Obligation $ 3,532,785 56 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 Also as of January 1, 1996, the benefits for retirees and beneficiaries were increased 2.5%. This caused an increase in the pension benefit obligation of $411,240. Contributions Required and Contributions Made: The government's funding policy is to provide for periodic employer contributions at actuarially determined rates that, expressed as percentages of annual covered payroll, are designed to accumulate sufficient assets to pay benefits when due. The required contributions are determined using an aggregate actuarial cost method. The plan does not have an unfunded actuarial accrued liability for 1996. Significant actuarial assumptions used to compute contribution requirements were the same as those used to compute the standardized measure of the pension benefit obligation. Contributions made during 1996 of 6% for both the County and the participating employees were $1,465,351 each. Total covered payroll for year ended December 31, 1996 was $21,494,270. Trend Information: Trend information for the years ended December 31, 1994, 1995, and 1996, respectively, is as follows: Net assets, at cost, representing the percent of total funding of the pension benefit obligation (as of the beginning of the year) were 107.2%, 103.5%, and 108.3% respectively. The County's contributions to the Plan, made in accordance with actuarially determined requirements, were 6 percent of annual covered payroll, for each of the years ended December 31, 1994, 1995, and 1996. Assets, at cost, in excess of the pension benefit obligation were 12.9%, 6.6% and 16.4% of covered payroll for the years ended December 31, 1994, 1995 and 1996, respectively. Ten-year trend information, giving an indication of the progress made in accumulating sufficient assets to pay benefits when due, may be found in the statistical section of this report. 57 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 Note 9 Deferred Compensation: Effective January 1, 1984, as allowed by the provisions of Section 24- 52-101, et. seq., CRS, 1973, and by Section 457 of the Internal Revenue Code of 1954, as amended, the County established the Deferred Compensation Plan of the County of Weld. The Deferred Compensation Plan is a special voluntary benefit plan for public employees, in which a portion of the employee's salary can be deferred until future years. Up to 25% of the employee's gross income can be deferred, not to exceed $7,500 annually. Compensation deferred by a participant under the plan and earnings on deferred amounts must remain solely the property of the County until paid to the participant or the participant's beneficiary, subject only to the claims of the County's general creditors. The County holds these funds in custody for the participants and exercises no discretion over the investment of the funds. Investments are recorded at market value. 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 estimated 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 current and prior years are as follows: Unpaid Claims - Beginning Incurred Claims (Includes IBNR's) Claims Paid Unpaid Claims - Ending 58 December 31 December 31 1995 1996 $ 335,424 $ 369,878 343,678 437,267 (309,224) (570,969) $ 369,878 $ 236,176 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 The Insurance Internal Service Fund provides protection against losses involving County property, equipment, and liability. Reserves within the fund 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 accounts payable 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: Unpaid Claims - Beginning Incurred Calims (Includes IBNR's) Claims Paid Unpaid Claims - Ending December 31 December 31 1995 1996 $ 215,759 $ 194,931 $ 75,613 70,557 (96,441) (181,289) $ 194,931 $ 84,199 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: In April, 1996, the Colorado Court of Appeals overturned a District Court decision and ruled that The Villa at Greeley, Inc. has a vested right to develop a pre -parole facility in Weld County, but needs to seek voter approval prior to the issuance of a certificate of occupancy. The issue was submitted to the voters in November, 1996. Because voters defeated the proposal, the Villa now has a claim for compensation against Weld County for the loss of its vested right. The Villa has submitted to the District Court an affidavit of its possible loss of $505,787. The County is currently the defendant in several other 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. 59 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 At December 31, 1996, the County had $3,972,082 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, 1996, 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, 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 10) 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. 60 COUNTY OF WELD STATE OF COLORADO NOTES TO FINANCIAL STATEMENTS Year Ended December 31, 1996 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. Balance Balance 1/1/96 Additions Deletions 12/31/96 Assets $ 30,097 $2,775,250 $2,704,936 $100,411 Liabilities 30,097 2,775,250 2,704,936 100,411 Note 13 - Changes in Contributed Capital: A reconciliation of changes in contributed capital is as follows: Year ended December 31, 1995 Ambulance Fund Motor Vehicle Fund General Fixed Assets Total Additions (Deletions) To/From General Fixed Assets or Cont. Capital $ (11,193) 74,389 (63,196) S 0 61 Int COLORADO 62 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 revenues are reflected in this fund. In compliance with GASB statement #6 Special Assessment Districts for Elmore Road, Antelope Hills 1 and Indian Hills are reported in General Fund. COUNTY OF WELD STATE OF COLORADO General Fund Comparative Balance Sheets December 31, 1996 and 1995 1996 1995 ASSETS Cash and short-term investments Receivables (net of allowance for uncollectibles): Current property taxes Delinquent property taxes Accounts Special assessment Due from other County funds Due from other governmental units Other assets $ 1,815,589 $ 3,160,166 19,173.370 17,904,442 61,355 87,106 591,579 476,701 90 75,420 2,169,903 216,988 114,589 515,681 46,800 19,133 Total Assets $ 23,973,275 $ 22,455.637 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Accrued liabilities Due to other County funds Deferred revenue Unexpended grant revenue Advance from other funds Total Liabilities Fund Balance: Reserved for encumbrances Reserved for other assets Unreserved: Undesignated Total Fund Balance Total Liabilities and Fund Balance 63 $ 2,352,060 $ 1,376,485 661,244 631,913 381,903 495,356 19,422,892 18,015,805 340,001 589,482 0 75,000 23,158,100 21,184,041 39,856 247,828 46,800 19.133 728,519 1,004,635 815,175 1,271.596 $ 23.973,275 $ 22,455,637 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, 1996 (With Comparative actual for the fiscal year ended December 31. 1995) 1996 1996 1996 1995 Budget Actual Variance Actual REVENUES Taxes: General property taxes Severance tax Tobacco products Penalties & interest Property tax adjustment Total Taxes Licenses and Permits: Liquor licenses Plow permits Planning permits Building permits Electrical permits Total Licenses and Permits Intergovernmental: Federal grants Payment in lieu of taxes State grants Other governmental units Cities & towns Total Intergovernmental Charges for Services: Plan checking fees Charges for services Sale of supplies Parking Refuse disposal Total Charges for Services Fines and Forfeitures: Property forfeitures/evidence Fines (drunk drivers) Total Fines and Forfeitures $ 18,618,681 $ 18,575,675 S (43,006) $ 17,623.484 30,000 8,680 (21,320) 29,891 80,000 76,503 (3.497) 77.726 0 40,185 40,185 41,402 (735,936) (735.936) 0 (1.193,911) 17,992.745 17,965,107 (27.638) 16,578,592 3,000 4,473 1,473 3,711 0 19,680 19,680 0 217,036 206,926 (10,110) 249,880 285,000 348,828 63.828 287,153 ' 60,000 81,825 21,825 76,151 565,036 661,732 96,696 616,895 72,155 299,721 227,566 28,708 0 0 0 52,029 3,292,514 2,929.446 (363,068) 2,990,915 29,891 63.702 33,811 71,707 131,132 834,773 703,641 109,125 3,525,692 4,127.642 601,950 3,252.484 30.000 25,783 (4,217) 31,366 2,664,788 1,513,718 (1,151.070) 1,588,163 158.000 54,073 (103,927) 34,563 11,800 12,644 844 11,028 0 0 0 949 2,864,588 1,606,218 (1,258,370) 1,666,069 0 (141) (141) 2.608 4,850 24,486 19,636 26,375 4,850 24,345 64 19,495 28,983 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual REVENUES (CONTINUED) Miscellaneous: Miscellaneous Interest Rents from land Rents from buildings Royalties Special assessments Other Contributions/In kind Sale of assets Total Miscellaneous Fees: Sheriff's fees Inmate bond fees Fee account DUI fees Clerk & Recorder fees Treasurer's fees Advertising Assessor's fees Bad check fees Community service fees Investigation fees Cable fees Total Fees Total Revenues EXPENDITURES General Government: Office of the Board County Attorney Public Trustee Planning and zoning Clerk to the Board County Clerk Elections and registration County Treasurer County Assessor Maintenance of buildings/grounds County Council District Attorney Juvenile Diversion Grant Victim Assistance Financial administration General accounting Purchasing Personnel Computer Services Total General Government 421,371 418,923 (2,448) 12.978 1,500,000 1,437,095 (62,905) 1,359,064 0 0 0 11,152 227,738 220,382 (7.356) 220.605 190,000 163,230 (26,770) 146,277 0 18 18 733,662 828,428 876,988 48,560 419,396 0 5,871 5.871 164,294 65,000 64.510 (490) 123,992 3,232.537 3.187,017 (45.520) 3.191,420 0 59 59 109,892 1,000 0 (1,000) 47,099 0 40,443 40,443 38,800 111,500 103.894 (7.606) 110,095 1,900,000 1,788,860 (111,140) 1,799,792 600,000 693.648 93,648 629,866 35,000 37,820 2,820 33,346 24,000 73,907 49,907 87,032 13,000 13,046 46 11.367 565 65 (500) 649 4,000 (584) (4,584) 2.391 25,250 11,229 (14.021) 18,626 2,714,315 2,762,387 48,072 2,888,955 30.899.763 30.334.448 (565.315) 28,223.398 366,091 369,311 (3,220) 374,798 371,800 363,864 7,936 360,861 4,000 994 3,006 1.733 410,394 412,194 (1.800) 340,749 108,858 108,586 272 84,851 1.116,283 1,144,462 (28,179) 1,092,400 573,552 548.134 25,418 389.245 549,558 605,456 (55,898) 451,397 1.796,096 1.765.861 30,235 1,501.806 1,790,963 1,791,265 (302) 1.742,641 20,911 11,237 9,674 11,136 1.526.544 1.544.047 (17.503) 1,443.344 271,136 223,768 47,368 203.472 438.205 437.241 964 405.385 185,694 185,115 579 270,953 364,526 401,175 (36.649) 264.527 73,112 71,969 1,143 68.300 235,954 242,161 (6,207) 357,119 1,721,426 1,721,132 294 1,166,412 11,925,103 11,947,972 (22,869) 10,531,129 65 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual EXPENDITURES (CONTINUED) Public Safety: Sheriff administration Crime control and investigations Posse/special deputies Task force Regional forensic laboratory Communications services E-911 administration Criminal justice County Coroner Correctional administration Community correction Public service DUI Building inspection Office of emergency management Waste water management Animal control Pest/weed control Solid Waste Total Public Safety Public Works: General engineering Extension services Veterans office Airport Total Public Works Public Health and Welfare: Mental health Developmentally disabled Seniors program Economic development Total Public Health and Welfare Culture and Recreation: Missile site park County fair Total Culture and Recreation Economic Assistance: Community development Miscellaneous: Other Building rents Total Miscellaneous $ 644,589 $ 651.744 S (7,155) $ 597,846 2,901,984 2,963,728 (61,744) 2,826,351 0 0 0 61,728 224,342 190,467 33,875 210,187 114,581 111,089 3,492 87,060 609,769 615,190 (5.421) 577,262 700 561 139 479 623,794 657,559 (33,765) 468,094 190,175 223,472 (33.297) 198,643 5.568,780 5,569,617 (837) 5,191.802 2,316.685 2,316,361 324 2,011.221 171,661 145.295 26,366 121.164 420,032 397,702 22.330 363,626 76,825 71,466 5,359 75,282 5,066 5,066 0 4,914 140,205 133,548 6,657 91,724 187,100 187,299 (199) 161,802 3.000 19,538 (16,538) 0 14,199,288 14,259,702 407,653 240.294 43.777 50,000 432,305 270,007 40,610 27,876 741,724 770.798 (60.414) 13,049,185 (24,652) (29,713) 3,167 22,124 358,281 225.089 38,656 15,000 (29,074) 637,026 135,875 105,375 30.500 101,000 46,105 46,105 0 67.805 11,700 11,700 0 11,700 1.026.412 956,362 70,050 97,333 1,220,092 1,119,542 100,550 277,838 4,000 (244) 4,244 5,643 52,661 85,078 (32,417) 96,920 56,661 84,834 0 E 0 317.020 593,564 380,615 380,615 0 360.021 (28.173) 102,563 0 S 315.672 (276,544) 609,763 697,635 974,179 66 (276,544) 969,784 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual EXPENDITURES (CONTINUED) Capital Outlay: Computer services Equipment County clerk Elections and registration Treasurer Maintenance of buildings/grounds Planning District Attorney Sheriff's administration Crime control and investigations Community serivce County attorney Building inspection Regional forensic laboratory Engineering Communication system development Criminal Justice Correctional administration County Coroner Community correction Extension Clerk to the Board Veterans Office Community development Total Capital Outlay Debt Service: Capital lease Total Debt Service Total Expenditures Other Financing Sources (Uses): Operating Transfers - In: Non -Departmental Operating Transfers - Out: Appropriation Grants -In -Aid Total Other Financing Sources (Uses) Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses Fund Balance at Beginning of Year 263,181 80,724 182,457 657,716 30.000 22.583 7,417 57,177 25.000 25.074 (74) 0 23,000 23,000 0 0 14.000 12,641 1.359 0 10,000 9,873 127 0 0 1,698 (1,698) 0 9,500 9,030 470 0 6,900 8,021 (1,121) 0 24,692 8,037 16,655 10,716 689 0 689 0 0 514 (514) 0 3,500 3,334 166 0 0 5,434 (5.434) 995 2,000 1,790 210 0 495 9,649 (9,154) 1,000 214,000 18,153 195,847 251,585 28,772 5,163 23.609 8,005 0 0 0 2,017 7,000 0 7,000 2,757 1,000 909 91 0 0 4.375 (4,375) 0 0 0 0 1,892 0 0 0 1,084,782 663,729 250,002 413,727 2,078,642 131,623 107,963 23,660 154,507 131,623 107,963 23,660 154,507 29,635,855 29.514,992 120,863 28,116,346 0 0 0 311.363 (1.975.370) (1,275,877) (699.493) (963.424) (1,975,370) (1,275,877) (699,493) (652,061) (711,462) (456.421) 255.041 (545,009) 1,271,596 1,271,596 0 1,816,605 Fund Balance at End of Year $ 560,134 $ 815.175 $ 255.041 $ 1.271,596 67 ti' Wilk COLORADO 68 SPECIAL REVENUE FUNDS eliiittojeo IIInmews S a 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, 1996 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, Northmoore Acres, Casa Grande, Knaus, 71st Avenue, Basswood Avenue, 83rd Avenue, Roads 15 & 84, Road 34, Road 32, Road 8, Road 38, Johnson Subdivision and Arrowhead Subdivision 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 acquistion, 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 unforeseen 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 further improvement and development of landfill sites within the County. 69 COUNTY OF WELD STATE OF COLORADO Special Revenue Funds Combining Balance Sheet December 31, 1996 (With comparative totals for December 31, 1995) Social Conservation Public Works Services Trust Contingent Emergency Fund Fund Fund Fund Fund ASSETS Cash and short-term investments Receivables (net of allowance for uncollectibles): Current property taxes Delinquent property taxes Accounts Special assessment Due from other County funds Due from other governmental units Advances to other funds Inventories Other assets Total Assets LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Due to other County funds Due to other governments Accrued liabilities Other liabilities Deferred revenue Unexpended grant revenue Total Liabilities $ 5.365.698 $ 3,239,628 S 222,006 $ 4,962,656 $ 2.021.680 2,133,588 4,163,848 0 0 0 9.811 3,287 0 4.387 3,453 300,420 12.667 0 30,800 0 235.252 0 0 0 0 314,589 0 0 0 0 0 4,734 0 0 0 0 0 0 0 0 591,124 2,070,859 0 0 0 0 10,056 0 0 0 $ 8,950,482 $ 9,505,079 E 222,006 $ 4,997,843 $ 2,025,133 $ 460,469 $ 748,406 $ 0 E 0 S 0 774,157 130,337 0 30,800 0 0 5,889 0 0 0 147,793 160.343 0 0 0 0 46,911 0 0 0 2,319,084 4,491.260 0 4,387 3,453 0 2,070,859 0 0 0 3,701,503 7,654,005 0 35,187 3,453 Fund Balances: Reserved for encumbrances 486,329 0 0 0 0 Reserved for other assets 0 10,056 0 0 0 Reserved for inventories 591,124 0 0 0 0 Reserved for emergencies 0 0 0 0 0 Reserved for advances to other funds 0 0 0 0 0 Reserved for claims 0 0 0 3,972.082 0 Unreserved: Designated for future year's expenditures 1,000,000 140,409 0 900,000 2,000,000 Undesignated 3,171,526 1,700,609 222,006 90,574 21,680 Total Fund Balances 5,248,979 1,851,074 222,006 4,962,656 2,021,680 Total Liabilities and Fund Balances $ 8.950.482 $ 9,505,079 $ 222,006 $ 4,997,843 $ 2,025,133 70 Public Human Totals Health Services Solid Waste Fund Fund Fund 1996 1995 E 300 $ 34,423 $ 83.955 $ 15,930.346 $ 12,422,407 0 0 0 6,297,436 9,667,477 0 0 0 20,938 33,200 499,155 251,722 94,881 1,189,645 1,175.474 0 0 0 235,252 221,608 32,494 59,458 64,687 471,228 690.028 0 1,260,274 0 1,265.008 627,578 0 0 0 0 75,000 49.222 406.419 0 3.117,624 2,957,247 20 0 0 10,076 9,027 $ 581,191 $ 2.012,296 $ 243,523 $ 28,537,553 $ 27,879,046 $ 96.605 $ 235,790 $ 507 $ 1,541,777 $ 1,192,334 152,496 75,036 227,960 1.390,786 397,916 0 0 5,438 11.327 0 95,880 247,422 0 651,438 668,613 0 0 0 46,911 64,664 12,908 511,095 0 7,342,187 10,870,013 0 0 0 2,070,859 2,476,564 357,889 1,069,343 233,905 13,055,285 15,670,104 4,111 12,030 0 502,470 740.797 20 0 0 10,076 9,026 49.222 0 0 640,346 576,664 0 0 0 0 800,000 0 0 0 0 75,000 0 0 0 3.972,082 3,986,350 0 0 0 4,040,409 750,000 169,949 930,923 9,618 6,316,885 5,271,105 223,302 942,953 9,618 15.482,268 12,208,942 $ 581,191 $ 2.012,296 $ 243.523 $ 28,537,553 $ 27,879.046 71 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, 1996 (With Comparative totals for the fiscal year ended December 31, 1995) Social Conservation Public Works Services Trust Contingent Emergency Fund Fund Fund Fund Fund Revenues: Taxes Licenses and permits Intergovernmental Charges for services Miscellaneous Total Revenues Expenditures: Public works Public health and welfare Culture and recreation Economic assistance Other professional services Capital outlay Intergovernmental Total Expenditures $ 4.860,736 $ 4,154,029 $ 0 $ 1,055.460 $ 1,797,355 131,469 0 0 0 0 6.934.120 24,486.765 357.024 0 0 900,575 0 0 0 0 131,701 0 7,802 0 0 12,958.601 28,640,794 364,826 1,055,460 1,797,355 13,004,304 0 0 0 0 0 27,581,146 0 0 0 0 0 207,343 0 0 0 0 0 0 0 0 0 0 0 0 116,104 90,190 8,810 0 0 559,388 0 0 0 0 13,679,796 27,671,336 Excess of Revenues Over (Under) Expenditures (721,195) Other Financing Sources (Uses): Operating transfers - in Operating transfers - out Total Other Financing Sources Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses 216,153 969,458 148,673 0 0 1,055,460 1,797,355 0 0 0 0 220,000 0 0 0 (220,000) 0 0 0 (721,195) Fund Balances at Beginning of Year 5,970,174 0 (220.000) 220,000 969.458 148,673 881,616 73,333 835,460 2,017.355 4.127,196 4,325 Fund Balances at End of Year $ 5,248,979 $ 1,851.074 $ 222,006 $ 4,962,656 $ 2,021,680 72 Public Human Totals Health Services Solid Waste Fund Fund Fund 1996 1995 $ 0 $ 0 S 0 $ 11,867,580 $ 7.926,477 214,253 0 0 345,722 247,017 954,312 6.263,936 0 38.996,157 42.604,251 838,278 728,907 864,034 3,331.794 3,020,677 31,341 148,768 0 319,612 364,691 2,038,184 7,141,611 864,034 54,860,865 54,163,113 0 0 0 13.004,304 13,779,780 3,255,683 0 0 30,836.829 30,544,033 0 0 0 207,343 233,484 0 6,770,891 0 6,770,891 7,157,086 0 0 1,059,107 1,059,107 870,734 33,920 176,530 0 425,554 972,086 0 0 0 559,388 522,232 3,289,603 6,947,421 1,059,107 52,863.416 54,079,435 (1,251,419) 194,190 (195,073) 1,997,449 83,678 1,263,019 12,858 0 1,495,877 6,223,864 0 0 0 (220.000) (5,788,354) 1,263,019 12,858 11,600 211,702 0 1,275,877 435,510 207,048 (195,073) 735,905 204.691 3,273,326 519,188 12,208,942 11,689,754 $ 223,302 $ 942,953 $ 9,618 $ 15,482,268 $ 12,208,942 73 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual REVENUES Taxes: General property taxes Specific ownership taxes Penalties & interest Total Taxes Licenses and Permits: Moving permits Intergovernmental: Mineral leasing Grazing act Payment in lieu of taxes Grants Motor vehicle registration fees Highway user tax fund Total Intergovernmental Charges for Services: Charges for services Miscellaneous: Earnings on deposits Special assessments Other Gain on sale of assets Recovery of losses Total Miscellaneous $ 2,658,587 $ 2,655,179 $ (3,408) $ 2,610,856 2,350,000 2,199,478 (150,522) 2,680,998 0 6,079 6,079 6,703 5.008,587 4,860,736 200.000 131,469 (147.851) 5.298.557 (68.531) 246.545 45.000 37,905 (7,095) 49,747 29,000 30,289 1,289 29,698 10,000 40.750 30,750 25,248 0 454,719 454,719 509,332 260,000 262,612 2,612 266.528 8.603,476 6,107,845 (2.495.631) 9,164,325 8,947.476 6,934,120 302,000 900,575 (2,013.356) 10.044,878 598,575 419,211 0 20,466 20,466 26,528 0 94,535 94,535 63,978 1,000 15,783 14,783 37,227 0 917 917 0 1,000 0 (1,000) 0 2,000 131,701 129,701 127,733 Total Revenues $ 14,460,063 $ 12,958,601 $ (1,501,462) $ 16,136,924 74 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual EXPENDITURES Public Works: Bridge construction Maintenance of condition Maintenance support Trucking division Mining division Administration Other public works Total Public Works $ 1,419,362 2,156,197 1,156,250 1,507,739 959,738 405,065 10,419,977 $ 1,329,456 2,142,762 1,109,614 1,524,988 952,691 364,237 5,580,556 18,024.328 13,004.304 89,906 $ 1,275,097 13,435 2,026,819 46,636 982,777 (17,249) 2,361,141 7,047 6,421 40,828 383,304 4,839.421 6,744,221 5.020,024 13.779.780 Intergovernmental: Grants-in-aid to cities/towns 558,096 559,388 (1.292) 522,232 Capital Outlay: Special assessment infrastructure 0 105,605 (105,605) 0 Maintenance support 0 0 0 1.118 Administration 11,000 10,499 501 21.774 Total Capital Outlay 11,000 116.104 (105.104) 22.892 Total Expenditures 18.593,424 13,679,796 4,913,628 14,324,904 Other Financing Sources (Uses): Operating Transfers - In: Other public works 0 0 0 (150,000) Total Other Financing Sources 0 0 0 (150,000) Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses Fund Balances at Beginning of Year (4,133.361) (721,195) 5,970,174 5,970,174 3,412,166 1,662,022 0 4,308,154 Fund Balances at End of Year $ 1,836,813 $ 5,248,979 $ 3.412,166 $ 5,970,174 75 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual REVENUES Taxes: General property taxes Penalties & interest Total Taxes Intergovernmental: Federal grants Welfare Total Intergovernmental Miscellaneous: Earnings on deposits Total Miscellaneous Total Revenues EXPENDITURES Public Health and Welfare: Non -Departmental Administrative - regular Administrative - IV -D Institutional care Food stamps Jobs - IV -F Employment first General assistance AFDC AND - State Child Welfare Day care Medicaid transportation $ 4,163,484 $ 4,151.755 $ (11,729) $ 408,847 0 2.274 2,274 2,112 4,163,484 4,154,029 (9.455) 410,959 0 0 0 56,834 29,592,721 24,486,765 (5,105,956) 24,675,789 29,592.721 24,486,765 (5.105,956) 24,732,623 0 0 0 722 0 0 0 722 33,756,205 28,640,794 (5,115,411) 25,144.304 0 0 0 (3,028) 5,129,650 5,069,880 59,770 4,402,379 996,100 886,483 109,617 791,971 234,900 204,884 30,016 214,025 9.485,000 7.992.645 1.492.355 8,273,868 328.305 256.440 71.865 253,669 85,000 119,607 (34,607) 131,208 132,000 110,530 21,470 121,529 6.234,500 3,699,638 2,534,862 4,332,113 490,000 418,009 71,991 436,820 3,397,500 3,077,708 319,792 2,843,655 3,500,000 2,564,406 935,594 2,655,473 10,000 5,390 4,610 9,634 76 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual EXPENDITURES (CONTINUED): Non -contractual case services $ 15.500 $ 33,210 S (17,710) $ 35,402 OAP - A 1,675,500 1,595.362 80,138 1,584,705 Placement alternative care 930.100 878,592 51,508 483,738 Staff development 9,000 2,138 6.862 6,137 Medical examinations 9.100 4,373 4,727 5,997 Administrative - LEAP 49,450 50,173 (723) 55,130 Administrative - LEAP outreach 19,600 2,715 16,885 24,233 LEAP - regular 900,000 524,614 375,386 572,870 LEAP - emergency 15,000 14,264 736 11,847 FEMA 90,000 70,085 19.915 67,822 Total Public Health and Welfare Capital Outlay: Administrative - regular Total Capital Outlay Total Expenditures Other Financing Sources (Uses): Operating Transfers - In: Non -Departmental Total Other Financing Sources Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses Fund Balances at Beginning of Year 33,736.205 27.581.146 6.155,059 27.311.197 20,000 90,190 20,000 90,190 33,756,205 27,671,336 0 0 0 0 (70.190) 182,958 (70,190) 182,958 6,084.869 27,494,155 0 3,560,440 0 3,560,440 0 969,458 969,458 1,210,589 881,616 881,616 0 (328,973) Fund Balances at End of Year $ 881,616 $ 1,851,074 $ 969,458 $ 881.616 77 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual REVENUES Intergovernmental: State lottery Miscellaneous: Earnings on deposits Total Revenues EXPENDITURES Culture and Recreation: Land improvements Capital Outlay: Land improvements Total Expenditures Excess of Revenues Over (Under) Expenditures Fund Balances at Beginning of Year Fund Balances at End of Year $ 331,000 $ 357,024 $ 26,024 $ 317,834 1,500 7,802 6,302 2 332,500 364,826 32,326 317,836 302,343 207,343 95.000 233.484 30,157 8,810 21,347 93,678 332,500 216,153 116,347 327,162 0 148,673 148,673 (9,326) 73,333 73,333 0 82,659 73,333 $ 222,006 $ 148,673 $ 73,333 7R 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual REVENUES Taxes: General property taxes Penalties & interest Total Revenues EXPENDITURES Other Financing Sources (Uses): Operating Transfers - Out: Other Total Other Financing (Uses) Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses Fund Balances at Beginning of Year $ 1,053,094 $ 1,052,981 E (113) $ 1,012,570 0 2,479 2,479 2,702 1,053,094 1,055,460 2,366 1,015,272 43,094 0 43,094 0 (1.150.000) (220.000) (1,150,000) (220,000) (140,000) 835,460 4,127,196 4,127,196 930.000 (1.758.862) 930,000 (1,758,862) 975,460 (743,590) 0 4,870,786 Fund Balances at End of Year $ 3.987,196 $ 4,962,656 $ 975,460 $ 4,127,196 79 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) REVENUES Taxes: General property taxes Penalties & interest Total Revenues EXPENDITURES Other Financing Sources (Uses): Operating Transfers - In: Non -Departmental 1996 1996 1996 1995 Budget Actual Variance Actual $ 1,800,000 $ 1,793,599 $ (6.401) $ 1.199.301 0 3,756 3,756 2.388 1.800,000 1,797,355 (2,645) 1,201,689 50,000 0 50.000 0 0 220,000 220.000 1,700,000 Operating Transfers - Out: Other (1,750,000) Total Other Financing Sources (Uses) (1,750,000) Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses Fund Balances at Beginning of Year Fund Balances at End of Year 0 1,750,000 (3,879,492) 220,000 1,970,000 (2,179.492) 0 2,017,355 2,017,355 (977,803) 4,325 4.325 0 982,128 S 4.325 $ 2,021.680 $ 2,017,355 S 4.325 80 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. 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual REVENUES licenses and Permits: Health licenses Intergovernmental: State grants Charges for Services: Charges for services Vital statistics Protective inspection fees Clinic fees Total Charges for Services Miscellaneous: Miscellaneous Other Donations Total Miscellaneous Total Revenues EXPENDITURES Public Health and Welfare: Public health administration Health Education Nursing Environmental health Total Public Health and Welfare Capital Outlay: Administration Health Education Nursing Environmental health Total Capital Outlay Total Expenditures Other Financing Sources (Uses): Operating Transfers - In: Non -Departmental Total Other Financing Sources Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses Fund Balances at Beginning of Year Fund Balances at End of Year $ 211,900 214,253 $ 2,353 E 472 1,653,993 954,312 172,199 94,325 475,858 523.561 48.143 101.492 469,189 219.454 1.265,943 838,278 (699,681) 1,103,458 (124,056) 7,167 (6.669) (304,107) 54,006 83,838 624,411 261.670 (427,665) 1,023,925 0 1,045 1,045 3 0 7.121 7,121 0 18.150 23.175 5,025 6,251 18,150 31,341 3.149.986 2.038,184 233,725 429,643 3,445,759 1,158,736 91,830 367,370 1,795,583 1,000,900 5,267.863 3.255,683 13,191 6,254 (1.111.802) 2,134,109 141,895 62,273 1,650,176 157,836 43.492 274,052 1,971,366 943,926 2.012,180 3,232,836 25,600 19,534 6.066 61,090 3.395 1,501 1,894 0 13,000 7,158 5,842 9,389 10.000 5,727 4,273 13,327 51.995 33,920 5.319.858 3,289,603 1.895,658 1,263,019 1,895.658 1,263,019 (274.214) 11,600 18.075 83.806 2,030,255 3,316,642 (632,639) 951,073 (632,639) 951,073 285,814 (231,460) 211,702 211,702 0 443.162 $ (62,512) $ 223,302 $ 285,814 $ 211.702 Si 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual REVENUES Intergovernmental: Federal grants State grants Total Intergovernmental Charges for Services Charges for services Miscellaneous: Donations from private sources Other revenue Welfare diversion Sale of assets Total Miscellaneous Total Revenues EXPENDITURES Economic Assistance: JTPA performance incentive Family support Unemployment insurance profile JTPA older workers One stop JTPA IIA JTPA IIB JTPA IIC EDWAA 10% displaced worker Health services LEAP Older worker EDWAA Job service Summer job hunt Employment first U.I. training program Jobs/New directions program State - pre-school Head start Migrant head start CSBG Supplemental foods FTA DOE weatherization MA elder abuse Single entry point OAA area agency OAA title III -B MA case management MA ombudsman $ 6,080,046 $ 5,574,944 $ (505,102) $ 5,567,321 806,500 688,992 6,886,546 6,263,936 460,000 728,907 (117,508) 838,137 (622,610) 6,405,458 268,907 676,445 104.000 125.554 21,554 124.491 99.000 6.994 (92,006) 1.575 0 0 0 87.211 0 16,220 16,220 16,703 203,000 148,768 7,549,546 7,141,611 (54,232) 229,980 (407,935) 7,311,883 27,838 20,247 7,591 61,623 91.000 99.599 (8.599) 0 0 4.407 (4,407) 0 60,000 30,726 29,274 40,023 0 245 (245) 0 272,828 219,088 53,740 46.341 5,000 146,044 (141,044) 252,980 114,037 47,100 66,937 220,207 171,207 114,567 56,640 207,156 45,500 10,686 34,814 0 10.000 305 9,695 0 3.200 3,171 29 0 198,287 210,870 (12,583) 181,177 10,000 10,000 0 10,000 106,000 130.765 (24,765) 104.598 210,000 90,080 119,920 44,072 128,000 157,657 (29,657) 133.781 220,000 237,110 (17,110) 266,925 1,725,000 1,647,638 77,362 1,672,224 1,576,000 1,351,384 224,616 1,302,029 160,000 155,916 4,084 139,161 1,050,000 934,574 115,426 946,287 30,000 39,400 (9,400) 38,989 23,500 14,007 9.493 13,050 3.500 2,196 1.304 3,439 190.000 249,960 (59.960) 206,528 46.500 45.155 1.345 47,614 140,000 136.037 3.963 126,252 15,000 1,764 13,236 3,189 1,500 1,472 28 0 82 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual EXPENDITURES (CONTINUED): OAA title III C -I congregate OAA title III -C2 OAA in home support Human resources general fund Transportation Human resources lab pool Total Economic Assistance $ 305,000 $ 291,097 S 13,903 S 293,757 73,000 75,079 (2,079) 69,939 5,000 6,766 (1,766) 1,175 300,000 (142.074) 442,074 316,453 0 310,278 (310,278) 303.846 130,000 117,575 12,425 104,271 7,446,897 6.770.891 676,006 7,157,086 Capital Outlay: JTPA EDWAA 0 0 0 19,252 Employment First 0 0 0 19,250 Unemployment insurance profile 10,000 5,594 4,406 0 Migrant head start 0 152,968 (152,968) 23,593 Supplemental foods 0 0 0 2,466 FTA 0 11.919 (11.919) 13,760 Human resources general fund 90.000 6.049 83,951 0 Transportation 0 0 0 173,474 HRD Lab Pool 15,000 0 15.000 17,040 Total Capital Outlay 115.000 176,530 (61,530) 268,835 Total Expenditures Other Financing Sources (Uses): Operating Transfers - In: OAA area agency Human resources general fund Total Other Financing Sources Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses Fund Balances at Beginning of Year 7,561,897 6,947,421 614,476 7,425,921 12,351 12,351 0 12.351 0 507 507 0 12,351 12,858 507 12.351 0 207,048 207,048 (101,687) 735,905 735,905 0 837,592 Fund Balances at End of Year $ 735,905 $ 942,953 $ 207,048 $ 735,905 83 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual REVENUES Charges for Services: Landfill surcharge Total Revenues EXPENDITURES Miscellaneous: Solid waste Code enforcement Total Miscellaneous Capital Outlay: Code enforcement Total Expenditures Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses Fund Balances at Beginning of Year Fund Balances at End of Year $ 880,000 $ 864,034 $ (15,966) $ 901,096 880,000 864,034 1,080,000 1,058,003 (15,966) 901,096 21,997 804,217 0 1,104 (1,104) 66.517 1,080,000 1,059,107 0 0 1,080,000 1,059,107 (200.000) (195,073) 204.691 204,691 20,893 870,734 0 319,917 20,893 1,190,651 4,927 (289,555) 0 494,246 E 4,691 $ 9,618 $ 4,927 $ 204,691 84 CAPITAL PROJECTS FUND Capital Projects Funds are established to account for financial resources used for the acquistion or improvement of the capital facilities of the County. COUNT OF WELD STATE OF COLORADO CAPITAL PROJECTS FUND EXPLANATION OF INDIVIDUAL FUND December 31, 1996 Capital Expenditures Fund: This fund accounts for various capital improvement projects on County property. 85 COUNTY OF WELD STATE OF COLORADO Capital Projects Fund Capital Expenditures Fund Comparative Balance Sheets December 31. 1996 and 1995 1996 1995 ASSETS Assets: Cash and short-term investments Receivables (net of allowance for uncollectibles): Current property taxes Delinquent property taxes Accounts Due from other County funds $ 1.936,928 $ 3,885,774 3,226,000 1,473,093 11,299 12.934 1 48,121 0 4,813 Total Assets $ 5,174,228 $ 5,424,735 LIABILITIES AND FUND BALANCE Liabilities: Accounts payable Due to other County funds Deferred revenue Total Liabilities Fund Balance: Reserved for encumbrances Reserved for contingent liability Unreserved: Undesi gnated Total Fund Balance $ 1,150.363 $ 44,997 700.000 99,653 3,237.299 1,487,199 5,087,662 1,631,849 3,639,437 1,700 0 3,700,000 (3,552,871) 91,186 86,566 3,792,886 Total Liabilities and Fund Balance $ 5,174,228 $ 5,424.735 86 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual REVENUES Taxes: General property taxes Penalties & interest Total Taxes Miscellaneous: Earnings on deposits Miscellaneous Total Miscellaneous Total Revenues EXPENDITURES Capital Outlay: Buildings Total Expenditures Other Financing Sources (Uses): Operating Transfers In: Non -Departmental $ 1,474,265 $ 1,478,382 S 4,117 $ 3,922.732 0 3,688 3,688 7,935 1,474,265 1,482,070 235,000 212,671 7,805 3,930,667 (22,329) 101,202 0 470 470 785 235,000 213.141 1,709,265 1,695,211 9,109,497 5,401,531 9,109,497 5,401,531 3,600,000 Total Other Financing Sources 3,600,000 Excess of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses Fund Balance at Beginning of Year (21,859) 101,987 (14,054) 4,032.654 3,707,966 543,549 3,707,966 543,549 0 (3,600,000) 0 (3,600,000) (3,800,232) (3,706,320) 66,551 66,551 93,912 3,555,656 3.792.886 3.792,886 0 237.230 Fund Balance at End of Year $ (7,346) $ 86,566 $ 93,912 $ 3,792,886 87 fro COLORADO 88 ENTERPRISE FUND 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, 1996 Ambulance Fund: This fund accounts for the ambulance services provided to Weld County. 89 COUNTY OF WELD STATE OF COLORADO Enterprise Fund Ambulance Fund Comparative Balance Sheets December 31, 1996 and 1995 1996 1995 ASSETS Current Assets: Cash and short-term investments Receivables (net of allowance for uncollectibles): Accounts - ambulance services Due from other County funds Other assets Total Current Assets Fixed Assets: Land Improvements other than buildings Buildings Machinery and equipment Accumulated depreciation Total Fixed Assets 83,868 $ 0 790,138 407,893 0 588 0 174 874,006 408,655 48,496 21,461 648,234 809,187 (401,382) 48,496 21.461 648,234 719,975 (378,847) 1,125.996 1,059,319 Total Assets $ 2,000,002 $ 1,467,974 LIABILITIES AND FUND EQUITY Current Liabilities: Accounts payable Due to other County funds Accrued liabilities Total Current Liabilities Fund Equity: Contributed capital Retained earnings Total Fund Equity $ 10,513 $ 20,954 10,588 40,952 123,397 137,993 144,498 199,899 107.523 118,716 1.747,981 1,149.359 1,855,504 1,268.075 Total Liabilities and Fund Equity $ 2,000,002 $ 1,467,974 90 COUNTY OF WELD STATE OF COLORADO Enterprise Fund Ambulance Fund Statement of Revenues. Expenses and Changes in Fund Balances - Budget and Actual For the fiscal year ended December 31, 1996 (With Comparative actual for the fiscal year ended December 31. 1995) 1996 1996 1996 1995 Budget Actual Variance Actual Operating Revenues: Rescue unit fees Total Operating Revenues Operating Expenses: Bad debt expense Personnel services Supplies Purchased services Depreciation Other Capital outlay Total Operating Expenses Operating Income (Loss) Nonoperati ng Revenues: State grants Earnings on deposits Donations Other Sale of assets $ 2.921,300 $ 3,079.363 E 158,063 $ 3,091,130 2,921,300 3.079,363 158.063 3.091,130 510.214 569,848 (59,634) 1,062,863 1,472,400 1,267,912 204,488 1,295,608 145,407 121,988 23,419 185,677 270,300 281,083 (10,783) 247,005 160.000 159.227 773 153,826 220,786 166,911 53,875 215,552 0 0 0 7,320 2,779,107 2,566,969 212,138 3,167,851 142,193 512,394 370,201 (76,721) 12,400 76,439 64,039 12,391 0 0 0 22,008 0 1,008 1,008 7,320 0 7,820 7,820 42,744 0 961 961 14,000 Total Nonoperating Revenues 12,400 86,228 73.828 98,463 Net Income (Loss) 154.593 598,622 444,029 21,742 Retained Earnings at Beginning of Year 1,149,359 1,149,359 0 1,127,617 Retained Earnings at End of Year $ 1,303,952 $ 1,747,981 $ 444,029 $ 1,149,359 91 92 INTERNAL SERVICE FUNDS ft Internal Service Funds are established to account for goods and services provided to other departments of the County on a cost -reimbursement basis. 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. COUNTY OF WELD STATE OF COLORADO INTERNAL SERVICE FUNDS EXPLANATIONS OF INDIVIDUAL FUNDS December 31, 1996 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. Printing and Supply Fund: This fund accounts for revenue and costs associated with providing printing services and the supply and stores function of the County. Insurance Fund: This fund accounts for all insurance costs for the County, except health insurance. The 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 buildings for the use of County departments. 93 COUNTY OF WELD STATE OF COLORADO Internal Service Funds Combining Balance Sheet December 31. 1996 (With comparative totals for December 31, 1995) Motor Health Printing & Vehicle Insurance Supply Fund Fund Fund ASSETS Current Assets: Cash and short-term investments Receivables (net of allowance for uncollectibles): Current property taxes Delinquent property taxes Accounts Due from other County funds Inventories Other assets $ 566.496 $ 110.116 $ 0 0 0 0 0 0 0 (10,377) 0 737 0 0 176,321 17,629 0 120,646 0 0 3,750 Total Current Assets 573,748 Fixed Assets: Land Improvements other than buildings Buildings Machinery and equipment Accumulated depreciation 110,116 301,454 1,336.667 0 0 230,354 0 0 2,838.524 0 0 14,916,260 0 16,956 (9,428,425) 0 (12,412) Total Fixed Assets 9,893,380 Total Assets LIABILITES AND FUND EQUITY Current Liabilities: Accounts payable Due to other County funds Accrued liabilities Deferred revenue Current portion of long term debt 0 4,544 $ 10,467,128 $ 110,116 $ 305,998 $ 242,495 $ 0 $ 16,641 1,024 0 169,598 1,465 0 4,351 0 0 0 0 0 0 Total Current Liabilities 244,984 Long-term Liabilities: Certificates of participation 0 Total Long-term Liabilities 0 Total Liabilities $ 244,984 Fund Equity: Contributed capital Unreserved retained earnings 7,813,828 2,408,316 Total Fund Equity 10,222,144 0 190,590 0 0 0 0 0 $ 190,590 0 120,946 110,116 (5.538) 110.116 115,408 Total Liabilities and Fund Equity $ 10,467,128 $ 110,116 $ 305,998 94 Phone Weld Totals Insurance Services Finance Fund Fund Corporation 1996 1995 $ 867,688 $ 182,227 $ 228,752 $ 1.955,279 $ 1,816,696 550,000 0 0 550,000 549,563 2,004 0 0 2,004 2.945 12,740 23.764 0 26,864 97,512 4,499 83,994 0 264,814 208,386 0 0 0 138,275 124,107 152,131 0 0 155,881 72,820 1,589,062 289.985 228,752 3,093.117 2,872,029 0 0 0 1.336.667 1.336,667 0 0 0 230.354 231,354 0 0 1,978,946 4.817,470 4,764,287 0 563.049 0 15,496,265 14,780,395 0 (479,583) (649,915) (10,570,335) (9,590,194) 0 83,466 1,329,031 11,310,421 11,522,509 $ 1,589,062 $ 373.451 $ 1.557.783 $ 14,403,538 $ 14,394.538 $ 12.707 $ 22,328 $ 0 $ 294,171 $ 106,455 52,338 192.153 0 415.113 27.100 320,375 14,935 0 341,126 585.368 552,004 0 0 552,004 552,945 0 0 186,757 186,757 176,757 937,424 229,416 186,757 1,789,171 1,448,625 0 0 0 1,396,621 1,396,621 1,583,377 0 1,396,621 1,396,621 1,583,377 937,424 $ 229,416 $ 1,583,378 $ 3,185,792 $ 3,032,002 0 130,947 0 8,065,721 7,991,332 651,638 13,088 (25,595) 3,152,025 3,371,204 651,638 144.035 (25,595) 11,217,746 11,362,536 $ 1,589.062 $ 373,451 $ 1,557,783 $ 14,403,538 $ 14,394,538 95 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. 1996 (With Comparative totals for the fiscal year ended December 31, 1995) Motor Health Printing & Vehicle Insurance Supply Fund Fund Fund Operating Revenues: Contributions Rental income Charges for services $ 0 $ 214,875 $ 0 0 0 0 3.324,724 0 157,291 Total Operating Revenues 3.324.724 Operating Expenses: Personnel services Supplies Purchased services Insurance and bonds Depreciation Other Claims 214,875 157,291 (1.120) 0 52.452 528,827 0 35,104 1,442,814 0 67,989 0 63,404 0 1,401,638 0 1,616 31,851 0 0 0 157.278 0 Total Operating Expenses 3.404,010 Operating Income (Loss) (79,286) Nonoperating Revenues (Expenses): Taxes Miscellaneous Fees Gain on disposition of assets Judgements and damages Interest 220,682 157,161 (5,807) 130 0 0 0 653 0 0 0 1,327 0 70,266 0 0 0 0 0 0 0 0 Total Nonoperating Revenues (Expenses) 70.919 Income (Loss) Before Operating Transfers (8,367) Operating Transfers: Operating transfers - in 0 Total Operating Transfers In (Out) 0 Net Income (Loss) (8,367) Retained Earnings (Deficit) at Beginning of Year 2,416,683 1.327 0 (4,480) 130 0 0 0 0 (4,480) 130 114,596 (5,668) Retained Earnings (Deficit) at End of Year $ 2,408,316 $ 110,116 $ (5.538) 96 Phone Weld Totals Insurance Services Finance Fund Fund Corporation 1996 1995 E 0 $ 0 $ 0 $ 214,875 $ 161,926 0 0 268,001 268,001 287,194 202,843 691,825 0 4,376,683 4,646,557 202,843 691,825 268,001 4,859.559 5,095,677 300 110,108 0 161,740 190,898 788 8,281 0 573,000 519,910 3,996 452,186 0 1,966,985 2,269,662 (48,593) 0 0 14,811 157,631 0 71,297 69.208 1,543,759 1,604,457 506,241 48,595 432 587,119 148,141 759,121 0 0 916,399 666,831 1,221,853 690,467 69,640 5,763,813 5,557,530 (1,019.010) 1,358 198,361 (904,254) (461,853) 550,225 0 0 550,225 549,578 63,788 0 12,119 76.560 92,236 0 0 0 1,327 1.579 0 400 0 70.666 376,304 97,957 0 0 97,957 48,338 0 0 (111.660) (111.660) (125,130) 711,970 400 (99,541) 685,075 942,905 (307,040) 1,758 98,820 (219,179) 481,052 0 0 0 0 150,000 0 0 0 0 150,000 (307,040) 1,758 98,820 (219,179) 631,052 958,678 11,330 (124.415) 3,371,204 2,740,152 $ 651,638 $ 13,088 $ (25,595) $ 3,152,025 $ 3.371,204 97 COUNTY OF WELD STATE OF COLORADO Internal Service Funds Combining Statement of Cash Flows For the Year Ended December 31. 1996 (With Comparative amounts for the fiscal year ended December 31, 1995) Motor Health Printing Vehicle Insurance and Supply Fund Fund Fund CASH FLOWS FROM OPERATING ACTIVITIES: Operating income (loss) 130 Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Depreciation 1.401,638 0 1,616 Miscellaneous Revenue 653 1,327 0 Change in assets and liabilities: (Increase) decrease in accounts receivable 71,320 6.354 2.731 (Increase) decrease in inventory (4,315) 0 (9.853) (Increase) decrease in other assets 203,903 20 (180,071) Increase (decrease) in accounts payable 152,297 (2,848) 15,814 Increase (decrease) in accrued liabilities (1,119) 0 892 Increase (decrease) in other liabilities 990 (5.626) 162 070 Total adjustments 1 825 367 (773) (6.801) Net cash provided by (used for) operating activities 1 746 081 (6 580) (6 671) CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Taxes 0 0 0 Operating transfers -net 0 0 0 Net cash provided by (used for) noncapital financing activities 0 0 0 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES: Interest paid on borrowings 0 0 0 Proceeds from sale of assets 89.640 0 0 Acquisition of capital assets (1,271,030) 0 (2,386) Principal paid on long-term debt 0 0 0 Net cash used for capital and related financing activities (1.181 390) 0 (2 386) CASH FLOWS FROM INVESTING ACTIVITIES: Interest on investments 0 0 0 Net Increase (Decrease) in Cash and Cash Equivalents 564,691 (6.580) (9.057) Cash and Cash Equivalents at Beginning of Year 1 805 116 696 9 057 Cash and Cash Equivalents at End of Year $ 566 496 $ 110,116 8 0 98 Insurance Fund $ (1 019.010) Phone Weld Services Finance Totals Fund Corporation 1996 1995 1.358 S 198.361 $ (904.254) 8 (461 853) 0 71,297 65.965 1,540,516 1,604,457 161,745 0 0 163.725 129,489 7.842 (16,683) 0 71.564 (27,676) 0 0 0 (14,168) (7.660) (82,860) (84,405) 0 (143.413) (45,923) 12,540 10.065 (150) 187,718 (211.644) (244,434) 420 0 (244,241) 14.980 37.502 195 648 (176 756) 213 828 (39.334) (107.665) 176,342 (110.941) 1,775.529 1,416 689 (1 126.675) 177 700 87 420 871 275 954.836 550,225 0 0 550,225 549.578 0 0 0 0 150 000 550 225 0 0 550 225 699 578 0 0 (111,660) (111.660) (112.467) 0 400 0 90.040 442,110 0 0 0 (1.273.416) (2.341.931) 0 0 0 0 (166 757) 0 400 (111.660) (1.295 036) (2.179,045) 0 0 12,119 12.119 0 (576.450) 178,100 (12.121) 138,583 (524,631) 1.444 138 4 127 240 873 1 816.696 2 341.327 $ 867.688 $ 182 227 $ 228 752 $ 1 955 279 $ 1.816,696 99 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual Operating Revenues: Charges for services Miscellaneous Total Operating Revenues Operating Expenses: Personnel services Supplies Purchased services Depreciation Other Total Operating Expenses $ 2,381,070 $ 2,590.787 $ 209.717 $ 3,480,425 1,032,810 733,937 (298.873) 7.323 3,413,880 3,324,724 (89,156) 3,487,748 0 (1,120) 1,120 40,150 415,750 528.827 (113,077) 379.640 1.514,160 1,442,814 71.346 1,723.484 1.432,810 1.401,638 31.172 1,318,542 51,160 31,851 19.309 51,160 3,413.880 3,404.010 9,870 3,512.976 Operating Income (Loss) 0 (79,286) (79,286) (25,228) Nonoperating Revenues: Miscellaneous 0 653 653 653 Gain on disposition of assets 120,000 70,266 (49,734) 376,304 Total Nonoperating Revenues 120,000 70.919 (49,081) 376,957 Income (Loss) Before Operating Transfers 120,000 (8,367) (128,367) 351,729 Operating transfers - in 0 0 0 150,000 Net Income (Loss) 120,000 (8,367) (128,367) 501,729 Retained Earnings at Beginning of Year 2,416,683 2,416,683 0 1.914,954 Retained Earnings at End of Year $ 2,536,683 $ 2,408.316 $ (128.367) $ 2.416.683 100 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual Operating Revenues: Contributions Operating Expenses: Purchased services Insurance and bonds Claims Total Operating Expenses Operating Income (Loss) Nonoperati ng Revenues: Cobra revenue Total Nonoperating Revenues Net Income (Loss) Retained Earnings at Beginning of Year Retained Earnings at End of Year 193,264 $ 214,875 $ 21,611 $ 161,926 2,500 0 2,500 2,742 70,000 63,404 6,596 0 120,764 157,278 (36,514) 139,238 193,264 220.682 (27,418) 141,980 0 (5,807) (5.807) 19,946 0 1,327 1,327 0 1,327 1,327 0 (4,480) (4.480) 114,596 114,596 0 1,579 1,579 21,525 93,071 $ 114,596 S 110,116 $ (4.480) $ 114,596 101 COUNTY OF WELD STATE OF COLORADO Internal Service Funds Printing and Supply Fund Statement of Revenues. Expenses and Changes in Retained Earnings - Budget and Actual For the fiscal year ended December 31, 1996 (With Comparative actual for the fiscal year ended December 31. 1995) 1996 1996 1996 1995 Budget Actual Variance Actual Operating Revenues: Charges for services Sale of supplies Miscellaneous $ 201,726 S 122,739 $ (78,987) $ 135,283 117,072 13,598 (103,474) 133,855 18,000 20,954 2,954 53,000 Total Operating Revenues 336,798 Operating Expenses: Personnel services Supplies Purchased services Depreciation Other Total Operating Expenses Net Income (Loss) Retained Earnings (Deficit) at Beginning of Year 157.291 (179.507) 322,138 46,672 52.452 (5.780) 47,719 124,700 35,104 89,596 134.476 85,367 67,989 17,378 54,125 1,179 1,616 (437) 1,178 81,200 0 81,200 66,915 339,118 157,161 181,957 304,413 (2,320) 130 2,450 17,725 (5.668) (5.668) 0 (23.393) Retained Earnings (Deficit) at End of Year $ (7.988) $ (5.538) $ 2.450 $ (5.668) 102 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual Operating Revenues: Charges for services Operating Expenses: Supplies Purchased services Insurance and bonds Other Claims Total Operating Expenses Operating Income (Loss) $ 204,613 $ 202.843 E (1.770) S 200,039 5,000 788 4,212 343 34.500 4.296 30,204 9,021 284,000 (48,593) 332,593 157,631 500 506,241 (505,741) 488 500,000 759,121 (259,121) 527,593 824,000 1,221,853 (397,853) 695,076 (619,387) (1,019,010) (399,623) (495,037) Nonoperating Revenues: General property taxes 550.000 548,974 (1,026) 548,218 Penalties & interest 0 1,251 1,251 1,360 Compensation for loss 19.387 97,957 78,570 48,338 Earnings on deposits 50,000 63,788 13,788 78,920 Total Nonoperating Revenues 619,387 711,970 92,583 676,836 Net Income (Loss) 0 (307,040) (307,040) 181,799 Retained Earnings at Beginning of Year 958,678 958,678 0 776,879 Retained Earnings at End of Year $ 958,678 $ 651.638 $ (307,040) E 958,678 103 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, 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual Operating Revenues: Charges for services Miscellaneous Total Operating Revenues Operating Expenses: Personnel services Supplies Purchased services Depreciation Other Total Operating Expenses Operating Income (Loss) Nonoperati ng Revenues: Gain on disposition of assets Net Income (Loss) Retained Earnings at Beginning of Year $ 725,671 $ 691,825 $ (33,846) $ 636,619 0 0 0 12 725,671 691,825 (33,846) 636,631 110,413 110,108 305 103,029 5,300 8,281 (2,981) 5,451 489,633 452,186 37,447 480,290 71,730 71,297 433 90,087 48,595 48,595 0 29,578 725,671 690,467 35,204 708,435 0 1,358 1.358 (71.804) 0 400 400 0 0 1,758 1,758 (71,804) 11,330 11,330 0 83,134 Retained Earnings at End of Year $ 11,330 104 13,088 $ 1,758 11,330 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. 1996 (With Comparative actual for the fiscal year ended December 31, 1995) 1996 1996 1996 1995 Budget Actual Variance Actual Operating Revenues: Rental income $ 315,660 $ 268,001 $ (47,659) $ 287,194 Total Operating Revenues 315.660 268,001 (47,659) 287,194 Operating Expenses: Depreciation Other Total Operating Expenses Operating Income (Loss) Nonoperating Revenues/Expenses: Interest income Interest expense Total Nonoperating Revenues Net Income (Loss) Retained Earnings (Deficit) at Beginning of Year 194,650 69,208 125,442 194,650 0 432 (432) 0 194,650 69,640 121,010 198,361 125,010 194,650 77.351 92,544 0 12,119 12,119 12,663 (121,010) (111,660) 9,350 (125,130) (121,010) (99,541) 21,469 (112,467) 0 98,820 98,820 (19,923) (124.415) (124.415) 0 (104,492) Retained Earnings (Deficit) at End of Year f (124,415) $ (25,595) $ 98,820 $ (124,415) 105 106 COUNTY OF WELD STATE OF COLORADO TRUST AND AGENCY FUNDS EXPLANATIONS OF INDIVIDUAL FUNDS December 31, 1996 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 Funds: 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. Deferred Compensation Fund: This fund accounts for, and invests, the accumulation of voluntary employee contributions. Pursuant to Internal Revenue Code Section 457, the funds are the property of Weld County until such time as the employee terminates or otherwise qualifies for payment through the plan guidelines. Emergency Telephone Service: This fund accounts for the E-911 function in the County which services all emergency agencies of the County. 107 COUNTY OF WELD STATE OF COLORADO Trust and Agency Funds Combining Balance Sheet December 31, 1996 (With comparative totals for December 31. 1995) Expendable Trust Funds Nonexpendable Trust Funds Pension Trust North Colorado Employee Weld County Medical Center Flexible Waste Retirement Trust Spending Service Plan Assets Cash and short-term investments $ 0 $ 0 S 36,621 $ 0 Accounts Receivables (net of allowance for uncollectibles) 474 7.840 49 274 Due from other County funds 0 126,621 0 0 Due from other agencies 0 0 0 0 Restricted Assets Cash 0 0 0 998,120 Retirement plan investments 0 0 0 54,307,408 Deferred compensation plan investments 0 0 0 0 Total Assets Liabilities and Fund Equity Accounts payable Due to other County funds Due to other governments Payable from restricted assets Deferred compensation payable Total Liabilities Fund Balances: Reserved for employee benefits Unreserved Total Fund Balances $ 474 $ 134,461 $ 36,670 $ 55,305,802 0 $ 285 E 34,053 S 97,080 0 134,176 0 0 0 0 0 0 0 0 0 0 0 134,461 34,053 97,080 0 0 0 42,547.960 474 0 2,617 12,660,762 474 0 2,617 55,208,722 Total Liabilities and Fund Equity $ 474 $ 134,461 S 36,670 $ 55,305,802 ] 08 Agency Funds Totals Emergency General Payroll Deferred Telephone Agency Agency Compensation Service 1996 1995 $ 3,264,360 $ 196,734 $ 0 $ 1,226,917 $ 4,724,632 $ 4,793,307 9.637 0 0 37,555 55,829 302,699 0 0 0 0 126,621 15,155 5,024 0 0 0 5,024 0 0 0 0 0 998,120 206,817 0 0 0 0 54,307,408 43,296,185 0 0 2,326,058 0 2,326,058 2,026,765 $ 3,279,021 S 196.734 $ 2.326,058 $ 1,264,472 $ 62,543,692 $ 50,640,928 $ 33,127 $ 196,734 $ 0 $ 17,841 $ 379,120 $ 827,020 0 0 0 0 134,176 75,682 3,245,894 0 0 1,246,631 4,492,525 3,926,803 0 0 2,326,058 0 2,326,058 2.026,765 3,279,021 196,734 2,326,058 1,264,472 7,331,879 6,856,270 0 0 0 0 0 0 42,547,960 38,919,122 0 0 0 12,663,853 4,865,536 0 0 0 55,211,813 43,784,658 $ 3,279,021 S 196,734 $ 2,326,058 $ 1.264,472 $ 62,543,692 $ 50.640,928 109 COUNTY OF WELD STATE OF COLORADO Trust and Agency Funds Pension Trust Fund Statement of Changes in Plan Net Assets For the year ended December 31. 1996 Weld County Retirement Plan 1996 Additions: Contributions Earnings on investments Net appreciation in fair market value of investments $ 2,930,702 3,869,043 2,001.487 Total Additions 8,801.232 Deductions: Actuarial/trustee fees Benefit payments Supplies 328,798 2,366,659 10,000 Total Deductions 2.705,457 Increase in net assets 6,095.775 Net assets held in trust for pension benefits Beginning of the year Cumulative effect on prior year of a change in method of accounting for investments 43,679,808 5,433,139 Restated beginning of the year 49,112,947 End of the year $ 55,208,722 110 COUNTY OF WELD STATE OF COLORADO Trust and Agency Funds All Expendable Trust Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the year ended December 31, 1996 (With comparative totals for December 31, 1995) North Colorado Employee Totals Medical Center Flexible Trust Spending 1996 1995 Revenues: Taxes Penalties & interest Earning on investments Contributions Total Revenues Expenditures: Reimbursements Claims Total Expenditures Excess of Revenues Over (Under) Expenditures Fund Balances at Beginning of Year Fund Balances at End of Year $ 0 $ 0 $ 0 $ 28 0 0 0 44 5.424 0 5.424 10,692 0 188,460 188,460 249.271 5,424 188.460 193,884 260,035 0 188,460 188,460 307,212 108,636 0 108,636 75,245 108.636 188.460 (103,212) 297,096 382,457 0 (103,212) (122,422) 103.686 0 103,686 226,108 474 $ 0 $ 474 $ 103,686 111 COUNTY OF WELD STATE OF COLORADO Trust and Agency Funds Nonexpendable Trust Fund Comparative Statement of Revenues. Expenses and Changes in Fund Balance For the years ended December 31, 1996 and 1995 Waste Services 1996 1995 REVENUES Earnings on deposits Net Income Fund Balance at Beginning of Year Fund Balance at End of Year 112 1,452 $ 582 1,452 582 1,165 583 E 2,617 1,165 COUNTY OF WELD STATE OF COLORADO Trust and Agency Funds Combining Statement of Changes in Assets and Liabilities All Agency Funds For the year ended December 31, 1996 Balance Balance 01/01/96 Additions Deductions 12/31/96 GENERAL AGENCY FUND Assets: Cash Accounts receivable Due from other governments $ 3,362,861 $ 228,294,797 $ 228.393,298 $ 3,264,360 714 81,901 72.978 9.637 0 5.024 0 5.024 Total Assets $ 3,363,575 $ 228,381,722 $ 228,466,276 $ 3,279,021 Liabilities: Accounts payable Due to other governments $ 382,015 $ 73,083 $ 421,971 $ 33,127 2,981.560 228,308,639 228,044,305 3,245,894 Total Liabilities $ 3.363,575 $ 228,381,722 $ 228,466,276 $ 3,279,021 PAYROLL AGENCY FUND Assets: Cash Accounts receivable Due from other County funds Total Assets Liabilities: Accounts payable Due to other County funds Total Liabilities DEFERRED COMPENSATION FUND Assets: Investments Liabilities: Deferred compensation payable EMERGENCY TELEPHONE SERVICE Assets: Cash Account receivable 314,842 $ 31,419,735 $ 31,537,843 $ 196,734 3,365 4,041 7.406 0 14,909 0 14,909 0 $ 333,116 $ 31,423,776 $ 31,560,158 $ 196,734 $ 332,413 $ 31.423,776 $ 31,559.455 $ 196.734 703 0 703 0 E 333,116 $ 31,423,776 $ 31,560,158 $ 196,734 $ 2,026,765 $ 401,319 $ 102,026 $ 2,326,058 $ 2,026,765 $ 401,319 $ 102,026 $ 2.326,058 910.016 $ 450,432 $ 133.531 $ 1,226.917 35,227 450.432 448,104 37,555 Total Assets $ 945,243 $ 900,864 $ 581,635 $ 1,264,472 Liabilities: Accounts payable Due to other governments Total Liabilities TOTAL ' ALL AGENCY FUNDS Assets: Cash Investments Accounts receivable Due from other County funds E 0 $ 945,243 17,841 $ 883,023 0 $ 17,841 581,635 1,246,631 $ 945,243 $ 900.864 $ 581,635 $ 1,264,472 $ 4.587.719 $ 260,164,964 $ 260,064,672 $ 4,688.011 2.026.765 401,319 102,026 2,326,058 39,306 536,374 528,488 47,192 14,909 5,024 14,909 5,024 Total Assets $ 6,668,699 $ 261,107,681 $ 260,710,095 $ 7,066,285 Liabilities: Accounts payable Due to other County funds Due to other governments Deferred compensation payable $ 714,428 $ 31,514,700 $ 31,981,426 $ 247.702 703 0 703 0 3,926,803 229,191,662 228,625,940 4,492,525 2,026,765 401,319 102,026 2,326,058 Total Liabilities $ 6.668,699 $ 261.107.681 $ 260,710,095 $ 7,066,285 114 WhAt COLORADO 114 GENERAL FIXED ASSETS ACCOUNT GROUP 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 Assests Account Group Schedule of General Fixed Assets by Function and Activity December 31, 1996 With Comparative Totals as of December 31, 1995 GENERAL FIXED ASSETS: Land Buildings Improvements other than buildings Leasehold Improvements Machinery and Equipment Construction in Progress TOTAL ASSETS INVESTMENTS IN GENERAL FIXED ASSETS BY SOURCE: General Fund Special Revenue Funds Capital Projects Fund Donations TOTAL INVESTMENTS IN GENERAL FIXED ASSETS 1996 8 2.561,998 24.035,732 2,797,206 29,596 7,325,540 5 114 717 1995 8 3,880,118 25,018 962 1.483.256 0 8.449.150 803 381 841,864 789 839 634.867 8 5,514,960 1,667,201 34.555.228 127,400 8 5,811,460 1.665.721 32,057.551 100,135 841,864,789 839,634,867 115 COUNTY OF WELD STATE OF COLORADO General Fixed Assests Schedule of General Fixed Assets By Function and Activity For the Year ended December 31, 1996 General Fixed Assets 01/01/96 Reclass General Fixed Assets Additions Deletions 12/31/96 GENERAL GOVERNMENT: Office of the Board $ 15,919 $ 0 $ 950 $ 0 $ 16.869 County Attorney 6.867 0 0 0 6,867 Clerk to the Board 25,861 0 0 0 25,861 County Clerk 344.505 (655) 23,257 97,089 270,018 Elections 19.179 0 0 0 19.179 Treasurer 21,705 (575) 0 0 21.130 Assessor 44,068 575 0 0 44.643 County Council 1.207 0 0 604 603 District Attorney 80,125 7,720 1,618 15.089 74.374 Finance 3,727 0 0 0 3.727 Accounting 10,453 (1,487) 0 0 8.966 Purchasing 5.252 (1) 0 0 5.251 Personnel 5.234 2.638 0 0 7.872 Planning 5,931 0 1.163 0 7,094 Buildings and Grounds 72,851 6,663 1,639 0 81,153 Data Processing 0 2,165,571 213,247 409.459 1,969.359 Capital Improvements 28,862,342 (2.585,939) 42,220 2,028.027 24,290,596 Printing and Supply 0 130,453 0 33.000 97.453 TOTAL GENERAL GOVERNMENT 29 525 226 (275.037) 284,094 2.583.268 26,951.015 PUBLIC SAFETY: Sheriff Administration 391.660 306.631 5.371.556 2.891 6,066,956 Task Force 61.092 0 0 61.092 0 Communications 2,399.488 8,651 87,933 0 2,496,072 Ambulance 1.473 0 0 0 1,473 County Coroner 5.060 0 0 0 5,060 Community Corrections 0 4.090 0 879 3,211 Building Inspection 621 0 0 0 621 Emergency Management 45,379 0 0 0 45 379 TOTAL PUBLIC SAFETY 2 904.773 319 372 5 459 489 64.862 8 618.772 PUBLIC WORKS: Roads and Bridges HEALTH AND WELFARE: Health Public Welfare TOTAL HEALTH AND WELFARE ECONOMIC ASSISTANCE: Housing Human Services TOTAL ECONOMIC ASSISTANCE 91,211 656 1,790 630 93,027 570.535 (137,587) 1,900 2.902 431,946 1.165 495 0 98,261 0 1.263.756 1,736 030 (137.587) 100.161 2 902 1.695.702 11,775 0 0 1,768 10.007 1.750 944 91.277 359.615 129.670 2,072,166 1,762.719 91.277 359,615 131,438 2,082.173 AUXILLARY SERVICES: Missile Park 176.819 1.486 1.700 0 180,005 Library 2,314,053 (1.375) 0 1,210.164 1.102.514 Extension Services 1,123,289 0 16,337 0 1.139.626 Fleet Maintenance 0 1.208 0 0 1,208 Veterans Administration 747 0 0 0 747 TOTAL AUXILLARY SERVICES 3.614 908 1 319 18 037 1 210 164 2.424 100 TOTAL GENERAL FIXED ASSETS $ 39.634.867 0 $ 6 223 186 $ 3 993 264 $ 41 864 789 116 COUNTY OF WELD STATE OF COLORADO General Fixed Assests Schedule of General Fixed Assets by Function and Activity December 31. 1996 With Comparative Totals as of December 31, 1995 Land Leasehold Equipment & Construction Memorandum Totals Land Improvements Buildings Improvements Furniture In Progress 1996 1995 GENERAL GOVERNMENT: Office of the Board $ 0 $ 0 $ 0 $ 0 $ 16.869 $ 0 $ 16,869 $ 15,919 County Attorney 0 0 0 0 6,867 0 6,867 6,867 Clerk to the Board 0 0 0 0 25,861 0 25,861 25.861 County Clerk 0 0 0 0 270.018 0 270,018 344,505 Elections 0 0 0 0 19,179 0 19,179 19,179 Treasurer 0 0 0 0 21,130 0 21.130 21.705 Assessor 0 0 0 0 44,643 0 44,643 44,068 County Council 0 0 0 0 603 0 603 1,207 District Attorney 0 0 0 0 74,374 0 74,374 80.125 Finance 0 0 0 0 3,727 0 3,727 3,727 Accounting 0 0 0 0 8,966 0 8,966 10,453 Purchasing 0 0 0 0 5,251 0 5.251 5,252 Personnel 0 0 0 0 7,872 0 7,872 5,234 Planning 0 0 0 0 7.094 0 7,094 5.931 Buildings and Grounds 0 0 0 0 81,153 0 81,153 72,851 Data Processing 0 0 0 0 1,969,359 0 1,969,359 • 0 Capital Improvements 2,171,789 1,935,962 20.153,249 29,596 0 0 24,290,596 28,862,342 Printing and Supply 0 0 0 0 97.453 0 97,453 0 TOTAL GENERAL GOVERNMENT 2,171,789 1.935 962 20,153,249 29,596 2,660,419 0 26,951 015 29,525 226 PUBLIC SAFETY: Sheriff Administration 0 532,696 0 0 419,543 5,114,717 6.066.956 391,660 Task Force 0 0 0 0 0 0 0 61.092 Communications 0 0 0 0 2,496,072 0 2,496,072 2.399,488 Ambulance 0 0 0 0 1,473 0 1,473 1,473 County Coroner 0 0 0 0 5.060 0 5,060 5,060 Community Corrections 0 0 0 0 3.211 0 3,211 0 Building Inspection 0 0 0 0 621 0 621 621 Emergency Management 0 0 0 0 45,379 0 45,379 45,379 TOTAL PUBLIC SAFETY 0 532.696 0 0 2 971 359 5 114 717 8 618,772 2 904,773 PUBLIC WORKS: Roads and Bridges 0 11 544 0 0 81 483 0 93 027 91 211 HEALTH AND WELFARE: Health 162,070 15,068 0 0 254,808 0 431,946 570,535 Public Welfare 170.318 18 068 780.492 0 294,878 0 1,263,756 1 165.495 TOTAL HEALTH AND WELFARE 332,388 33,136 780,492 0 549 686 0 1 695 702 1,736 030 ECONOMIC ASSISTANCE: Housing 0 0 0 0 10,007 0 10,007 11,775 Human Services 38,414 46,016 984,865 0 1,002,871 0 2.072,166 1 750,944 TOTAL ECONOMIC ASSISTANCE 38,414 46,016 984,865 0 1,012,878 0 2,082,173 1 762,719 AUXILLARY SERVICES: Missile Park 0 139,762 38,757 0 1,486 0 180,005 176.819 Library 19,207 7,020 1,076,287 0 0 0 1.102,514 2,314.053 Extension Services 200 91,070 1,002,082 0 46,274 0 1,139.626 1.123,289 Fleet Maintenance 0 0 0 0 1,208 0 1,208 0 Veterans Administration 0 0 0 0 747 0 747 747 TOTAL AUXILLARY SERVICES 19,407 237,852 2.117,126 0 49,715 0 2 424,100 3,614 908 TOTAL GENERAL FIXED ASSETS $ 2 561,998 $ 2,797,206 $ 24 035,732 $ 29 596 $ 7.325,540 $ 5,114.717 $ 41.864,789 $ 39,634.867 117 118 LONG-TERM DEBT ACCOUNT GROUP 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 Comparative Schedules of Long -Term Debt December 31, 1996 and 1995 1996 1995 Amounts to be Provided for Retirement Of General Long -Term Debt $ 1.308,558 $ 1.531,698 Liabilities: Vacation and sick -leave accrual Obligation on long-term lease 1,096,757 1.119.282 211.801 412.416 Total General Long -Term Debt $ 1.308,558 $ 1.531.698 119 COLORADO 120 STATISTICAL SECTION COUNTY OF WELD STATE OF COLORADO Tables Relating to Bonded Debt (Unaudited) December 31, 1996 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 121 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 1987 $ 6.819,165 $ 6,924,599 $ 9,876,346 $ 14,789.034 1988 7,251.985 7,869,950 8,292,283 20,156,719 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 8,847,501 11,321,926 11,949,424 28,960,473 1993 9,199.983 12,336,867 12,406,610 30,368,869 1994 10,893,512 12,489,605 13,294,864 33,011,044 1995 10,531,128 13,049,186 14,416,805 30,821,871 1996 11,947,972 14.259,702 13,775,102 31,956,371 General Revenue by Source (Unaudited) Last Ten Years Licenses Year Taxes and Permits Intergovernmental Revenue 1987 $ 18,846,835 $ 613,026 $ 20,789,309 1988 19.614,179 575,744 27,359,869 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 41,496.436 1993 25,235,991 1,129,829 44,711,568 1994 26,840,523 1,199,797 45,422,933 1995 28,435,809 863,912 45,856,735 1996 31,314,756 1,007,454 43,123,799 177 Auxiliary Capital Debt Intergovernmental Total Services* Outlay Service Expenditures Miscellaneous Expenditures $ 4.735,582 $ 1,637,272 $ 200,263 $ 594,982 $ 3,550,550 $ 49,127,793 6,261,841 3,740,305 242,953 720,201 2,251,269 56,787,506 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 9.107,996 2,432,039 199.944 809,896 1,338.387 74,967,586 9,224,480 1,919,586 330,808 667,306 1,936,382 78,390,891 9,545.878 5,014,581 286,824 678,046 1,998,877 87,213,231 7,808.805 3.594,277 154.507 522.232 2,222.975 83,121,787 7,063.068 6,077,087 107,963 559,388 2,330,382 88,077,035 *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 $ 1,149,717 $ 76,465 $ 5,915,868 $ 1,711,894 $ 49,103,114 1,632,229 35,469 5.552,233 1,693,026 56,462,749 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 2,369,687 34,275 3,439,064 2,490,443 75,602,901 3,740.366 36,407 3,458,153 2,724,831 81,037,145 5,257,168 30,910 3,311,596 2,908,934 84,971,861 4,686.742 28,983 2,888,955 2,888,954 86,679,200 4,938,012 24,345 2,762,387 2,762,388 87,084,408 General revenue includes revenue of General, Special Revenue, Capital Projects and Expendable Trust Funds. 123 COUNTY OF WELD STATE OF COLORADO Property Value, Construction, Bank Deposits and Other Economic Indicators (Unaudited) Last Ten Years Value of Crop Property Value 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) 1987 5.281.10 2,131 36.70 676.30 1,503.80 997.490 1988 5,777.30 1.836 30.20 693.30 1,649.80 1.169,869 1989 5,771.60 1.999 33.00 753.70 1,711.10 1.212,402 1990 5,572.70 1,670 32.50 756.90 1.744.90 1,317,190 1991 6,273.90 1,923 42.00 905.10 2,282.00 * 1992 6,191.50 2,020 42.00 839.00 1,555.00 * 1993 7,176.40 2,348 57.30 * 1,789.50 * 1994 7.390.40 2,002 62.95 * 2,005.00 1,180,670 1995 7,930.17 1,416 40.57 * 2,007.00 1,186,666 1996 7.607.03 1,422 54.16 1.089.322.00 2,271.43 * * 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. 124 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 1997 1997 $ 18,005,273 $ 17,756,037 $ 98.62 $ 296,802 $ 18,052,839 $ 439,749 1988 1988 18,931,528 18.506.143 97.75 66,022 18.572,165 376,500 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 COUNTY OF WELD STATE OF COLORADO Assessed and Estimated Actual Value of Property (Unaudited) 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 1987 $ 899,649,790 $ 4,998,054,388 $ 82,078,810 $ 283,030,379 $ 981,728,600 $ 5,281,084,767 1988 876,322.790 5,477,017,437 87,082,300 300,283,793 963,405,090 5,777.301,230 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 (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. 125 COUNTY OF WELD STATE OF COLORADO Property Tax Levies - Direct and Overlapping Governments (Unaudited) Last Ten Years Levy Collection School Year Year Cities Districts Tax Levies County Junior College Other 1987 1987 571.2700 953.48 19.9700 5.2000 203.2000 1988 1988 391.2500 722.89 17.2100 4.5400 204.2900 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 5.9200 242.8300 1992 1992 587.7900 762.50 22.4600 5.9900 252.2400 1993 1993 595.7700 753.42 22.4600 6.3400 242.3000 1994 1994 593.5000 747.48 22.4600 6.3200 239.5300 1995 1995 575.8300 719.57 22.0400 6.1500 220.5800 1996 1996 565.9900 694.28 22.0400 6.3200 245.1200 Tax Revenues 1987 1987 $ 4,744,921 $ 52,125.601 $ 18,103,186 $ 4,232,066 $ 6.196,320 1988 1988 4,895,718 46,369,646 18,931,528 4.507,157 6.626.435 1989 1989 5,273.090 46,746,481 20,534,080 4.905,770 6,884,119 1990 1990 5,644,875 46,894,420 21,336,977 4,939,571 6,929,833 1991 1991 5,838,481 45,723,479 22,459,831 5,449,422 7,356,376 1992 1992 6,107,177 48,665,910 23,752,395 5,760,833 7,747,251 1993 1993 6,155,382 48,258,097 23,773,780 6,118,008 7,099,152 1994 1994 6,243,780 49,387,551 24,920,742 6,376,268 7,479,307 1995 1995 6,705,795 52,888,144 27,473.515 6,988,393 8,514,042 1996 1996 7,599,166 56,390,200 29.675,966 7,714,651 9,992,187 The basis for the property tax rates is per $1,000 assessed valuation. 126 COUNTY OF WELD STATE OF COLORADO Special Assessment Collections (Unaudited) Last Ten Years Year Current Current Ratio of Total Assessments Assessments Collections Outstanding Due Collected To Amount Due Assessments 1987 (1) $ 111,543 $ 111,543 $ 100 $ 827,272 1988 (2) 132,170 132,170 100 864,373 1989 (3) 143,626 143,626 100 914,708 1990 (4) 194,773 194,773 100 794,535 1991 (5) 188,602 188,602 100 742.081 1992 (6) 521,076 521.076 100 628,605 1993 (7) 352,260 352,260 100 679,639 1994 (8) 205,442 205,442 100 465,649 1995 (8) 243,621 243,621 100 222,028 1996 (9) 92,291 92,291 100 235,343 Notes (1) Indianhead Special Assessment of $7,056 (2) Northmoor Special Assessment of $94,272. (3) Antelope Hills Special Assessment 2 of $16,000. Casa Grande/Enchanted Hills Special Assessment of $150,473. Knaus Special Assessment of $27,488. (4) 71st Avenue Special Assessment of $74,600. (5) Basswood Special Assessment of $11, 508. Eighty-third Avenue Special Assessment of $124,640. (6) Roads 15 & 84 Special Assessment of $357,600. Weld County Road 34 Special Assessment of $25,000. Weld County Road 32 Special Assessment of $25,000. (7) Weld County Road 8 Special Assessment of $114,000. Road 38 $53,035. Johnson Subdivision $48,236. and Arrowhead Subdivision $171.294. (8) No new special assessments. (9) Roth Subdivision $86,456. Delwood Special Assessment $19,150. 127 COUNTY OF WELD STATE OF COLORADO Computation of Legal Debt Margin (Unaudited) December 31, 1996 Assessed Value. 1996 Debt Limit 3 Percent of Assessed Value Amount of Debt Applicable to Limit: Total Bonded Debt Installment Purchase Agreements Total Amount of Debt Applicable to Debt Limit Legal Debt Margin E 0 $ 0 $1,329,840,857 39.895,226 0 $ 39 895.226 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. 128 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 1987 131,900 ** 1,568,502,000 1988 145,312 ** 1.810.807.000 1989 131,600 ** 1,943,331,000 1990 131,821 30.50 2,095,000,000 1991 133,400 ** 2,204,000,000 1992 137,621 ** 2,359,000,000 1993 141,492 ** 2,489,000,000 1994 140,320 ** 2,489,000,000 1995 ** 32.00 ** 1996 149,332 32.30 3,022,000,000 Source: Greeley/Weld Economic Development Office (EDAP) * Actual not available - Information is estimated ** Information is not available 129 11,896 13,296 14,230 15,874 15,592 17,094 17,779 17,468 18.232 19,934 36,296 40,524 41,693 ** ** ** ** ** ** 2.70 47,566 ** ** ** ** ** ** 2.68 54,551 2.68 56,207 2.68 56,849 COUNTY OF WELD STATE OF COLORADO Principal Taxpayers (Unaudited) December 31, 1996 Eastman Kodak Company Public Service of Colorado Thermo Cogeneration US West Communications Incorporated R.R. Donnelley Norwest Incorporated McLane Western Incorporated Macerich Greeley Association Metal Containers Corporation Golden Aluminum Company Monfort Packing/Conagra 1996 Assessed Valuation $ 68,984.090 44,782.500 33.657,400 16.860,800 6.633,410 5.126.390 5,107.340 4.968.460 4.957.290 4 938 990 $ 196 016 670 130 Percent Of Total Assessed Valuation 5.19% 3.37% 2.53% 1.27% .50% .39% .38% .37% .37% 37% 14 74% COUNTY OF WELD STATE OF COLORADO Miscellaneous Statistics (Unaudited) December 31, 1996 1. Date of Incorporation: 2. Form of Government: 3. Date Present Charter Adopted: 4. Area - Square Miles: 5. County Seat: 6. Employees as of December 31. 1996: 7. Miles of Roads: 8. Building Permits: 9. Motor Vehicle Registration: 10, Special Districts within County: 11. Cities and Towns: 12. Recreation: 111 1861 Home Rule Charter January 1. 1976 4,004 square miles City of Greeley Elected Officials - 16 Department Heads - 13 Employees with Benefits - 817 Employees without Benefits - 301 Paved - 699.21 Unpaved - 2587.91 Unmaintained - 267.40 No. of Year Permits Valuation 1987 2.131 8 36.787.917 1988 1,836 $ 30,195.777 1989 1,999 8 33,060,864 1990 1,670 8 32.463,224 1991 1.923 8 32,565,285 1992 2,020 $ 42.051.597 1993 2,348 $ 57,367,465 1994 2,236 $ 62,952,384 1995 1.614 8 45.372.470 1996 1,728 $ 54.160,061 1987 140.445 1988 139.743 1989 166,937 1990 168,921 1991 173.967 1992 177,298 1993 187,638 1994 211,713 1995 247,579 1996 254,312 30 - Cities and Towns 17 - Schools 23 - Fire 19 - Water & Other 2 - Colleges 13 - Sanitation Ault Garden City Longmont Brighton Gilcrest 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 Golf Courses - 6 City and Regional Parks Island Grove Recreational Complex Greeley Recreation Center COUNTY OF WELD STATE OF COLORADO Miscellaneous Statistics - Continued (Unaudited) December 31. 1996 13. Libraries: 14. Elections: 1980 Genera Election 1982 Genera Election 1984 Genera Election 1986 Genera Election 1988 Genera Election 1990 Genera Election 1992 Genera Election 1993 Genera Election 1994 Genera Election 1995 Genera Election 1996 Genera Election Ault Town Library Eaton Library Fort Lupton Library Glen A. Jones Library Hudson Library Platteville Library University of No. CO Weld Library District Windsor Public Library 11,886 Volumes 9,398 Volumes 23,153 Volumes 14.746 Volumes 4.314 Volumes 15.831 Volumes 982.053 Volumes 208.999 Volumes 31.456 Volumes Number of Number Percent of Registered of Votes Registered Voters Cast Voters Voting 51,107 44,134 86.3 51.476 36,301 70.5 56,311 47.632 84.6 62,725 38,488 61.1 70.325 50,209 71.4 68.148 37,927 55.6 68,079 55,041 80.8 64,161 25.044 39.0 69,887 41.075 58.8 67,572 21,882 32.4 78,700 55,313 70.3 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 16. Sales Tax as of December 31, 1996: Source: Weld County offices. Individual Libraries 132 Radio Stations: KFKA/KVVS KGRE/KHNC KUAD AM & FM KUNC FM Television: Receives commercial and public television originating from both Denver and Cheyenne stations: also cable television. State - 3% COUNTY OF WELD STATE OF COLORADO Insurance In Force (Unaudited) December 31, 1996 Name of Company Policy Number National Union Fire Insurance Co. 415-5237 Travelers Ins. Company Policy Period Begins Expires Details of Coverage 01/01/96 12/31/96 Excess Worker's Compensation 07/01/96 06/30/97 M53660920d5922TIL95 St. Paul Fire and Marine Insurance Company 0P09100133 (Colorado Counties Casualty & Property Pool) St. Paul Fire and Marine Insurance CO. 0P09100144 (Colorado Counties Casualty & Property Pool) 07/01/96 06/30/97 Property Damage. Automobile Liabilities General Liability, Public Officials Liability, Crime (Property Only) 133 Liability Limits Employer's Liability $1,000,000/Accident Workers Compensation Statutory Limits with County Retaining First $300.000 each claim 850,000.000/Accident $5.000 Retained by Pool Property: $50,000,000/ Occurance/8500 Deductible All Liability: $250,000/ Person: 8600.000/Claim Excess Liability: (Federal and Out -of -State Only) $1,750,000/Person Excess $250,000: 8600,000/Claim Excess 8400,000 Crime: $150,000/Loss $500 Deductible Property Claim County retaining first $125,000 each claim Annual Premiums $ 39.534 $ 215.753 COUNTY OF WELD STATE OF COLORADO Salaries of Principal Officials (Unaudited) December 31,1996 ELECTED OFFICIALS: APPOINTED: Commissioners Clerk & Recorder Treasurer Assessor Sheriff District Attorney County Coroner County Attorney Director of Planning Director of Finance and Administration Director of General Services/Purchasing/Personnel Director of Ambulance Services County Engineer Director of Social Services Director of Health Department Director of Human Services Comptroller Public Works Operations Manager $ 38,000 $ 43.000 $ 43.000 4 43.000 $ 48.000 $ 76.000 f 35,000 $ 86.241 $ 55.160 4 114,444 $ 83,073 S 64,894 $ 66.516 $ 71,260 $ 65.850 $ 71,633 $ 69,865 S 66,516 Surety Bond Coverage for Principal Officials (Unaudited) District Attorney Commissioner Treasurer Sheriff Assessor Coroner County Clerk County Clerk (Titles & Deeds) Director of Finance and Administration December 31. 1996 $ 5,000 $ 25.000 $ 250,000 $ 20,000 S 6,000 $ 25.000 $ 25,000 $ 5,000 S 100,000 Note: All bonds are issued by the St. Paul Insurance Company and are on file with the Weld County Clerk and Recorder. 134 COUNTY OF WELD STATE OF COLORADO Private Purpose Revenue Bonds (Unaudited) December 31, 1996 INDUSTRIAL REVENUE BONDS; DEBT REVENUE BONDS TYPE OF ISSUE OUTSTANDING OUTSTANDING ISSUER FACILITY AMOUNT DATE BEGINNING YR. ISSUED RETIRED END OF YR. Monfort Inc. 54.100.000 1/92 $ 4,100,000.00 $ 0.00 b 0.00 $ 4,100,000.00 Waste Service Corp. Landfill 860.000 2/91 760.000.00 0.00 25.000.00 735.000.00 Waste Service Corp. Landfill 2,500,000 2/91 2.250.000.00 0.00 65.000.00 2.185.000.00 Platte River Steel CO. Manufacturing 2,000.000 5/82 1,405,000.00 0.00 1,405,000.00 0.00 Weld Mental Health Office 650,000 6/84 310,000.00 0.00 50,000.00 260,000.00 Evangelical Lutheran Nursing Home 775.000 10/93 540.750.44 0.00 125.726.41 415.024.03 Greeley Center for Independence. Inc. Therapeutic Ctr 1,350,000 08/96 0.00 1.350.000.00 0.00 1 350,000.00 TOTAL PRIVATE PURPOSE REVENUE BONDS $ 9 365,750.44 $1350 000,00 $1 670,726.41 $ 9.045.024.03 135 COUNTY OF WELD STATE OF COLORADO Retirement Plan Required Supplementary Information (Unaudited) Analysis of Funding Progress Beginning Net Assets Assets in Excess of Net Assets Pension In Excess Of PBO as a Fiscal Available Benefit Percent Of Pension Annual Covered Percentage of Year For Benefits Obligation Funded Obligation Payroll Covered Payroll 1987 $ 20,121,008 $ 15,836,511 $ 127.05 $ 4,284,497 $ 13,962,091 $ 30.69 1988 20,329,032 18,163,945 111.92 2,165,087 14,490,067 14.94 1989 22,477,627 20,213.686 111.20 2,263,941 14,901,100 15.19 1990 26,072,114 22,253.521 117.16 3,818,593 15.996.924 23.87 1991 27,977,533 25,506,910 109.69 2,470,623 17,142,831 14.41 1992 29,768,093 29,636,684 100.44 131,409 19,714,540 0.67 1993 32,385,065 31,450,580 102.97 934,484 19,782,876 4.72 1994* 36,714,885 34.245,051 107.21 2,469,834 19,174,757 12.88 1995** 40,263,983 38,919,122 103.46 1,344,861 20,467,113 6.57 1996*** 46,080,745 42,547,960 108.30 3,532,785 21,494,270 16.44 * As of January 1, 1994, plan benefit provisions and actuarial assumptions were amended. The changes had the effect of decreasing the pension benefit obligation by $893,964. ** As of January 1, 1995, plan benefit provisions and actuarial assumptions were amended. The amendments had the effect of increasing the pension benefit obligation by $2,428,210. *** As of January 1, 1996 Net Assets available for Benefits is stated at market value. Revenues by Source For the Employer Contribution Fiscal as a Percentage Employee Employer Investment Year of Payroll Contributions Contributions Income Total 1987 6.008 $ 837,729 $ 837,637 $ 1,844,038 $ 3,519,394 1988 6.00 869,404 869,404 1,697,180 3,435,988 1989 6.00 894,015 894,117 3,235,513 5,023,645 1990 6.00 960,439 960,439 1,424,273 3,345,151 1991 6.00 1,034.264 1,032,318 1,313.859 3,380,441 1992 6.00 1,183,845 1,183,845 2,081,605 4,449.295 1993 6.00 1,187.829 1,187,829 3,925.287 6,300,945 1994 6.00 1.155,595 1,155,595 3,249,468 5,560,658 1995 6.00 1,230,027 1,230,027 3,338,789 5.798,843 1996 6.00 1,465,351 1,465,351 11,303,669 14,234,371 For the Fiscal Year Benefits Expenses by Type Administrative Expenses 1987 $ 602,568 $ 108,459 1988 756,332 174.261 1989 864,493 138.057 1990 965.072 163,166 1991 1,108.835 190,230 1992 1.263.671 195.374 1993 1,349.790 174.543 1994 1.506.573 172.398 1995 1.732.730 162.262 1996 2,366,659 338.798 136 Refunds Total 230,810 $ 941.837 356.800 1.287,393 426.608 1,429,158 311.494 1.439,732 290,815 1,589,880 373.280 1.832,325 446,793 1,971,126 332.589 2,011,560 488,027 2,383,019 0 2.705,457 COUNTY OF WELD STATE OF COLORADO Computation of Overlapping Bonded Debt General Obligation Bonds December 31, 1996 Jurisdiction Cities & Towns Schools Special Districts Total Overlapping Net General Obligation Bonded Debt Outstanding $ 46,509,247 229,760.865 19,843.378 Percentage Applicable to Government 68.57% 68.73% 69.18% Amount Applicable to Government $ 14.617.114 157.930.958 13,728,467 $ 296.113 490 $ 186 276 539 137 'Me COLORADO 138 COMPLIANCE SECTION Hunt, Spillman & Associates, p.c. CERTIFIED PUBLIC ACCOUNTANTS INDEPENDENT AUDITORS' REPORT ON SCHEDULE OF FEDERAL FINANCIAL ASSISTANCE Board of County Commissioners County of Weld, Colorado Greeley, Colorado We have audited the general purpose financial statements of the County of Weld, Colorado, as of and for the year ended December 31, 1996, and have issued our report thereon dated June 13, 1997. These general purpose financial statements are the responsibility of the 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, Government Auditing Standards, issued by the Comptroller General of the United States, and the provisions of Office of Management and Budget (OMB) Circular A-128, Audits of State and Local Governments. Those standards and OMB Circular A- 128 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 financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. Our audit was conducted for the purpose of forming an opinion on the general purpose financial statements of the County of weld, Colorado, taken as a whole. The accompanying Schedule of Federal Financial Assistance is presented for the purposes of additional analysis and is not a required part of the general purpose financial statements. The information in that schedule 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. Fort Collins, Colorado June 13, 1997 139 WELD COUNTY 84-6000813 SCHEDULE OF FEDERAL FINANCIAL ASSISTANCE FOR THE YEAR ENDED DECEMBER 31, 1996 Federal Granting Agency/Recipient State Agency Federal Grant Program CFDA # Expenditures DEPARTMENT OF AGRICULTURE: Direct Payment Bankhead Jones Act Pass Through Payment from the State of Colorado Department of Social Services: Food Stamps * Child & Adult Care Food Program State Administrative Matching Grants for Food Stamp Program Commodity Supplemental Food Program * Food Distribution (Cash in lieu of commodities) Total Department of Agriculture DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT: Direct Payments: Section 8 Rental Voucher Program * Section 8 Rental Certificate Program* Pass Though Payments from the State Department of Housing and Urban Development: Preservation of Affordable Housing Home Investment in Affordable Housing Pass Through Payment from the State of Colorado Department of Social Services: Emergency Shelter Grants Program Emergency Shelter Grants Program Total Department of Housing and Urban Development DEPARTMENT OF THE JUSTICE: Pass Through Payments from the State Division of Criminal Justice: Juvenile Justice & Delinquency Prevention - Allocation to State Crime Victim Assistance Crime Victim Compensation Total Department of Justice 140 N/A $29,675 10.551 8,023,285 10.558 151,488 10.561 306,039 10.565 10.550 1,033,181 61,312 9,604,980 14.855 1,145,115 14.857 708,336 14.187 39,401 14.239 82,633 14.231 46,885 93.034 7,607 2,029,977 16.540 $67,216 16.575 16.576 6,641 43,924 117,781 WELD COUNTY 84-6000813 SCHEDULE OF FEDERAL FINANCIAL ASSISTANCE FOR THE YEAR ENDED DECEMBER 31, 1996 Federal Granting Agency/Recipient State Agency Federal Grant Program CFDA # Expenditures DEPARTMENT OF LABOR: Pass Through Payments from the Colorado Department of Labor: Employment Service Summer Job Hunt Pass Through Payments from the State of Colorado Governor's Job Training Office: Employment & Training Assistance - Dislocated Workers Unemployment Profile Job Training Partnership Act Total Department of Labor DEPARTMENT OF TRANSPORTATION: Pass Through from the Colorado Department of Highways: Federal Transit Capital & Operating Assistance Formula Grants - Section 18 Total Department of Transportation ENVIRONMENTAL PROTECTION AGENCY: Direct Payments: Air Pollution Control Program Support Total Environmental Protection Agency FEDERAL EMERGENCY MANAGEMENT AGENCY: Direct Payments: Federal Emergency Management Food & Shelter Program Total Federal Emergency Management Agency DEPARTMENT OF HEALTH AND HUMAN SERVICES: Direct Payments: Head Start * Pass Through Payment from the State of Colorado Department of Social Services Special Programs for the Aging - Title III, Part A - Administration Special Programs for the Aging - Title III, Part B - Grants for Supportive Services & Senior Centers Special Programs for the Aging - Title III, Part C - Nutrition Services Special Programs for the Aging - Title III, Part D - In Home Services for Frail Older Individuals Special Programs for the Aging - Title III Part G - Prevention of Abuse, Neglect & Exploitation of Older Individuals 141 17.207 N/A 210,555 10,000 17.246 117,738 17.255 17.250 10,000 461,424 809,717 20.507 39,400 39,400 66.001 17,384 17,384 83.523 18,000 18,000 93.600 $2,992,427 93.044 32,804 93.044 135,552 93.045 180,164 93.046 6,765 93.041 2,196 WELD COUNTY 84-6000813 SCHEDULE OF FEDERAL FINANCIAL ASSISTANCE FOR THE YEAR ENDED DECEMBER 31, 1996 Federal Granting Agency/Recipient State Agency Federal Grant Program CFDA # Expenditures Special Programs for the Aging - Title III Part A - Long-term Care Ombudsman Services for Older Individuals Special Programs for the Aging - Title III Part F - Preventive Health Services At Risk Child Care Family Support Payments to States - Assistance Payments * Job Opportunities & Basic Skills Training Child Support Enforcement * Low Income Home Energy Assistance * Payments to States for Child Care Assistance * Child Welfare Services - State Grants Title IV -E, Foster Care* Adoption Assistance Social Services Block Grant * Medical Assistance Program (Title XIX, Medicaid) 93.042 1,472 93.043 10,686 93.574 287,396 93.560 3,184,192 93.561 366,603 93.563 931,907 93.568 589,081 93.575 684,645 93.645 88,899 93.658 691,502 93.659 122,479 93.667 1,750,253 93.778 251,804 Pass Through from the Department of Local Affairs: Community Services Block Grant 93.031 Community Development Block Grants - EDAP N/A Community Development Block Grants - Southgate N/A Community Development Block Grants - Highland Day Care N/A Community Development Block Grants - Monfort Children's N/A Pass Through Payments from the State Department of Health: Childhood Immunization Grants Maternal & Child Health 'Early Detection & Control Total Department of Health and Human Services TOTAL FEDERAL EXPENDITURES *Major Program 147 155,916 57,834 121,200 123,776 497,642 93.268 324,485 93.994 136,870 93.919 149,693 13,878,243 $26,515,482 Hunt, Spillman & Associates, p.c. CERTIFIED PUBLIC ACCOUNTANTS INDEPENDENT AUDITORS' REPORT ON INTERNAL CONTROL STRUCTURE BASED ON AN AUDIT OF GENERAL PURPOSE FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS Board of County Commissioners County of Weld, Colorado Greeley, Colorado We have audited the general purpose financial statements of the County of Weld, Colorado, as of and for the year ended December 31, 1996, and have issued our report thereon dated June 13, 1997. We conducted our audit in accordance with generally accepted auditing standards and 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. The management of the County of Weld, Colorado is responsible for establishing and maintaining an internal control structure. In fulfilling this responsibility, estimates and judgments by management are required to assess the expected benefits and related costs of internal control structure policies and procedures. The objectives of an internal control structure are to provide management with reasonable, but not absolute, assurance that assets are safeguarded against loss from unauthorized use or disposition, and that transactions are executed in accordance with management's authorization and recorded properly to permit the preparation of general purpose financial statements in accordance with generally accepted accounting principles. Because of inherent limitations in any internal control structure, errors or irregularities may nevertheless occur and not be detected. Also, projection of any evaluation of the structure to future periods is subject to the risk that procedures may become inadequate because of changes in conditions or that the effectiveness of the design and operation of policies and procedures may deteriorate. In planning and performing our audit of the general purpose financial statements of the County of Weld, Colorado for the year ended December 31, 1996, we obtained an understanding of the internal control structure. With respect to the internal control structure, we obtained an understanding of the design of relevant policies and procedures and whether they have been placed in operation, and we assessed control risk in order to determine our auditing procedures for the purpose of expressing our opinion on the general purpose financial statements and not to provide an opinion on the internal control structure. Accordingly, we do not express such an opinion. 143 Our consideration of the internal control structure would not necessarily disclose all matters in the internal control structure that might be material weaknesses under standards established by the American Institute of Certified Public Accountants. A material weakness is a condition in which the design or operation of one or more of the internal control structure elements does not reduce to a relatively low level the risk that errors or irregularities 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 controls structure and its operation that we consider to be material weaknesses as defined above. However, we noted certain matters involving the internal control structure and its operation that we have reported in a separate letter dated June 13, 1997. This report is intended for the information of management and the U.S. Department of Health and Human Services. However, this report is a matter of public record and its distribution is not limited. dufiti, ditd4sutfrn,g Fort Collins, Colorado June 13, 1997 144 Hunt, Spillman & Associates, p.c. CERTIFIED PUBLIC ACCOUNTANTS INDEPENDENT AUDITORS' REPORT ON THE INTERNAL CONTROL STRUCTURE USED IN ADMINISTERING FEDERAL FINANCIAL ASSISTANCE PROGRAMS Board of County Commissioners County of Weld, Colorado Greeley, Colorado We have audited the general purpose financial statements of the County of Weld, Colorado, as of and for the year ended December 31, 1996, and have issued our report thereon dated June 13, 1997. We have also audited the County's compliance with requirements applicable to major federal financial assistance programs and have issued our report thereon dated June 13, 1997. We conducted our audits in accordance with generally accepted auditing standards; Government Auditing Standards, issued by the Comptroller General of the United States; and Office of Management and Budget (OMB) Circular A-128, Audits of State and Local Governments. Those standards and OMB Circular A-128 require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement and about whether the County of Weld, Colorado complied with laws and regulations, noncompliance with which would be material to a major federal financial assistance program. In planning and performing our audits for the year ended December 31, 1996, we considered the County's internal control structure in order to determine our auditing procedures for the purpose of expressing our opinions on the County's general purpose financial statements and on its compliance with requirements applicable to major programs and to report on the internal control structure in accordance with OMB Circular A-128. This report addresses our consideration of internal control structure policies and procedures relevant to compliance with requirements applicable to federal financial assistance programs. We have addressed internal control policies and procedures relevant to our audit of the general purpose financial statements in a separate report dated June 13, 1997. The management of the County of Weld, Colorado is responsible for establishing and maintaining an internal control structure. In fulfilling this responsibility, estimates and judgments by management are required to assess the expected benefits and related costs of internal control structure policies and procedures. The objectives of an internal control structure are to provide management with reasonable, but not absolute, assurance that assets are safeguarded against loss from unauthorized use or disposition, that transactions are executed in accordance with management's authorization and recorded properly to permit the preparation of general purpose financial statements in accordance with generally accepted accounting principles, and that federal financial assistance programs are managed in compliance with applicable laws and regulations. Because of inherent limitations in any internal 145 control structure, errors, irregularities, or instances of noncompliance may nevertheless occur and not be detected. Also, projection of any evaluation of the structure to future periods is subject to the risk that procedures may become inadequate because of changes in conditions or that the effectiveness of the design and operation of policies and procedures may deteriorate. For the purpose of this report, we have classified the significant internal control structure policies and procedures used in administering federal financial assistance programs in the following categories: Accounting Controls ♦ Revenue/receipts ♦ Purchases/disbursements ♦ Personnel/payroll ♦ External financial reporting Controls Used in Administering Federal Programs The following are general and specific administrative control categories identified by representatives of the federal government which are applicable to the County of Weld, Colorado. General Requirements ♦ Political activity ♦ Cash management ♦ Federal financial reports ♦ Civil rights ♦ Administrative requirements ♦ Allowable costs/Cost principles ♦ Drug -free Workplace Act ♦ Claims for reimbursement Specific Requirements ♦ Types of services ♦ Eligibility ♦ Matching ♦ Reporting ♦ Special requirements For all of the internal control structure categories listed above, we obtained an understanding of the design of relevant policies and procedures and determined whether they have been placed in operation, and we assessed control risk. During the year ended December 31, 1996, the County of Weld, Colorado expended 82% of its total federal financial assistance under major federal financial assistance programs. We performed tests of controls, as required by OMB Circular A-128, to evaluate the effectiveness of the design and operation of internal control structure policies and procedures that we considered relevant to preventing or detecting material noncompliance with specific requirements, general requirements, and requirements governing claims for advances and reimbursements and amounts claimed or used for matching that are applicable to each of the County's major federal financial assistance programs, which are identified in the accompanying Schedule of Federal Financial Assistance. Our procedures were less in scope than would be necessary to render an opinion on those internal control structure policies and procedures. Accordingly, we do not express such an opinion. 146 Our consideration of the internal control policies and procedures used in administering federal financial assistance would not necessarily disclose all matters in the internal control structure that might be material weaknesses under standards established by the American Institute of Certified Public Accountants. A material weakness is a condition in which the design or operation of one or more of the internal control structure elements does not reduce to a relatively low level the risk that noncompliance with laws and regulations that would be material to a federal financial assistance program 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 structure and its operation that we consider to be material weaknesses as defined above. However, we noted other matters involving the internal control structure and its operation that we have reported to the management of the County of Weld, Colorado in a separate letter dated June 13, 1997. This report is intended for the information of management and the U.S. Department of Health and Human Services. However, this report is a matter of public record and its distribution is not limited. Fort Collins, Colorado June 13, 1997 147 Hunt, Spillman & Associates, p.c. CERTIFIED PUBLIC ACCOUNTANTS INDEPENDENT AUDITORS' REPORT ON COMPLIANCE BASED ON AN AUDIT OF GENERAL PURPOSE FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS Board of County Commissioners County of Weld, Colorado Greeley, Colorado We have audited the general purpose financial statements of the County of Weld, Colorado, as of and for the year ended December 31, 1996, and have issued our report thereon dated June 13, 1997. We conducted our audit in accordance with generally accepted auditing standards and 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. Compliance with laws, regulations, contracts, and grants applicable to the County of Weld, Colorado is the responsibility the County's management. As part of obtaining reasonable assurance about whether the general purpose financial statements are free of material misstatement, we performed tests of the County's compliance with certain provisions of laws, regulations, contracts, and grants. However, our objective was not to provide an opinion on overall compliance with such provisions. Accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance that are required to be reported under Government Auditing Standards. This report is intended for the information of management and the U.S. Department of Health and Human Services. However, this report is a matter of public record and its distribution is not limited. 44424,,,ateseczattti Fort Collins, Colorado June 13, 1997 148 Hunt, Spillman & Associates, p.c. CERTIFIED PUBLIC ACCOUNTANTS INDEPENDENT AUDITORS' REPORT ON COMPLIANCE WITH THE GENERAL REQUIREMENTS APPLICABLE TO FEDERAL FINANCIAL ASSISTANCE PROGRAMS Board of County Commissioners County of Weld, Colorado Greeley, Colorado We have audited the general purpose financial statements of the County of Weld, Colorado, as of and for the year ended December 31, 1996, and have issued our report thereon dated June 13, 1997. We have applied procedures to test the County of Weld, Colorado's compliance with the following requirements applicable to its federal financial assistance programs, which are identified in the Schedule of Federal Financial Assistance, for the year ended December 31, 1996: e.g. political activity, civil rights, cash management, federal financial reports, allowable costs/cost principles, Drug -free Workplace Act and administrative requirements. Our procedures were limited to the applicable procedures described in the Office of Management and Budget's Compliance Supplement for Single Audits of State and Local Governments. Our procedures were substantially less in scope than an audit, the objective of which is the expression of an opinion on the County of Weld, Colorado's compliance with the requirements listed in the preceding paragraph. Accordingly, we do not express such an opinion. With respect to the items tested, the results of those procedures disclosed no material instances of noncompliance with the requirements listed in the second paragraph of this report. With respect to items not tested, nothing came to our attention that caused us to believe that the County of Weld, Colorado had not complied, in all material respects, with those requirements. Also, the results of our procedures did not disclose any immaterial instances of noncompliance with those requirements. This report is intended for the information of management and the U.S. Department of Health and Human Services. However, this report is a matter of public record and its distribution is not limited. �ttM .4414AgetAt ALA Fort Collins, Colorado June 13, 1997 149 Hunt, Spillman & Associates, p.c. CERTIFIED PUBLIC ACCOUNTANTS INDEPENDENT AUDITORS' REPORT ON COMPLIANCE WITH SPECIFIC REQUIREMENTS APPLICABLE TO MAJOR FEDERAL FINANCIAL ASSISTANCE PROGRAMS Board of County Commissioners County of Weld, Colorado Greeley, Colorado We have audited the financial statements of the County of Weld, Colorado, as of and for the year ended December 31, 1996, and have issued our report thereon dated June 13, 1997. We have also audited the County's compliance with the requirements governing types of services allowed or unallowed; eligibility; matching; reporting; claims for advances and reimbursements; and amounts claimed or used for matching that are applicable to each of its major federal financial assistance programs, which are identified in the accompanying Schedule of Federal Financial Assistance, for the year ended December 31, 1996. The management of the County of Weld, Colorado is responsible for the County's compliance with those requirements. Our responsibility is to express an opinion on compliance with those requirements based on our audit. We conducted our audit in accordance with generally accepted auditing standards, Government Auditing Standards, issued by the Comptroller General of the United States, and Office of Management and Budget (OMB) Circular A-128, Audits of State and Local Governments. Those standards and OMB Circular A-128 require that we plan and perform the audit to obtain reasonable assurance about whether material noncompliance with the requirements referred to in the second paragraph occurred. An audit includes examining, on a test basis, evidence about the County of Weld, Colorado's compliance with those requirements. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the County of Weld, Colorado complied, in all material respects, with the specific requirements referred to in the second paragraph that are applicable to each of its major federal financial assistance programs for the year ended December 31, 1996. This report is intended for the information of management and the U.S. Department of Health and Human Services. However, this report is a matter of public record and its distribution is not limited. ,dti,44ilinta,,, amefreiate,/ Fort Collins, Colorado June 13, 1997 150 Hunt, Spillman & Associates, p.c. CERTIFIED PUBLIC ACCOUNTANTS INDEPENDENT AUDITORS' REPORT ON COMPLIANCE WITH SPECIFIC REQUIREMENTS APPLICABLE TO NONMAJOR FEDERAL FINANCIAL ASSISTANCE PROGRAM TRANSACTIONS Board of County Commissioners County of Weld, Colorado Greeley, Colorado We have audited the general purpose financial statements of the County of Weld, Colorado, as of and for the year ended December 31, 1996, and have issued our report thereon dated June 13, 1997. In connection with our audit of the general purpose financial statements of the County of Weld, Colorado, and with our consideration of the County's internal control structure used to administer federal financial assistance programs, as required by Office of Management and Budget (OMB) Circular A-128, Audits of State and Local Governments, we selected certain transactions applicable to certain nonmajor federal financial assistance programs for the year ended December 31, 1996. As required by OMB Circular A-128, we have performed auditing procedures to test compliance with the requirements governing types of services allowed or unallowed, and eligibility that are applicable to those transactions. Our procedures were substantially less in scope than an audit, the objective of which is the expression of an opinion the County's compliance with these requirements. Accordingly, we do not express such an opinion. With respect to the items tested, the results of those procedures disclosed no material instances of noncompliance with the requirements listed in the preceding paragraph. With respect to items not tested, nothing came to our attention that caused us to believe that the County of Weld, Colorado had not complied, in all material respects, with those requirements. This report is intended for the information of management and the U.S. Department of Health and Human Services. However, this report is a matter of public record and its distribution is not limited. Nana; .41-avta.44, awyceratem) Fort Collins, Colorado June 13, 1997 151 Wlik COLORADO 152 SUPPLEMENTAL INFORMATION HOUSE BILL 1008 REPORTING REQUIREMENTS Hunt, Spillman & Associates, p.c. CERTIFIED PUBLIC ACCOUNTANTS INDEPENDENT AUDITORS' REPORT ON ANNUAL STATEMENT OF RECEIPTS AND EXPENDITURES FOR ROADS, BRIDGES AND STREETS Board of County Commissioners County of Weld, Colorado Greeley, Colorado We have audited the general purpose financial statements of the County of Weld, Colorado, as of and for the year ended December 31, 1996, and have issued our report thereon dated June 13, 1997. These general purpose financial statements are the responsibility of the 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 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 financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. Our audit was conducted for the purpose of forming an opinion on the general purpose financial statements of the County of Weld, Colorado, taken as a whole. The accompanying Annual Statement of Receipts and Expenditures for Roads, Bridges and Streets for the year ended December 31, 1996 is presented for purposes of additional analysis 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. klt,.;(4,;A,a.a a,metZaA4) Fort Collins, Colorado June 13, 1997 153 AMENDED COUNTIES, CITIES, & TOWNS ANNUAL STATEMENT OF RECEIPTS & EXPENDITURES FOR ROADS, BRIDGES AND STREETS COUNTY/CITY/TOWN: WELD CALENDAR YEAR OF REPORT: 1496 ROUND ALL AMOUNTS TO NEAREST DOLLAR I. SCHEDULE OF RECEIPTS FOR ROAD, BRIDGE AND STREET PURPOSES A. LOCAL SO!IRCES 1. Property Tax/Special Assessments 2. General Fund Appropriations 3.Other(specify) cpp arrarhed 4. Traffic Fmes 5. Sales Tax 6a. From County (specify) b. City/Town (Specify) 7. Bond Prtrn4c (net of issuance cost) 8. Note Prw-swis (net of issuance cost) 9. Specific Ownership Taxes TOTAL (A) LOCAL SOURCES 2,776,259 1,048,743, 2,199,478 6,024,480 D. PRIVATE CONTRIBUTIONS F. TOTAL RECEIPTS (A+B+C+D) F. UNSPENT BALANCES BEGINNING OF YEAR (must equal ending balance of previous year) 0 i TOTAL. RECEIPTS AND RAI.ANf F'. (E+F) (Revised 1/96) 154 C STATE SOURCES 1. Highway Users Tax 2. Motor Vehicle Registration Fees 3. Other (specify) CDBG 6,107,844 262.612 236,, 642 TOTAL (C) STATE SOURCES 6,607,098 D. FEDERAL SOURCES 1. Forest Service 2. Mineral Leasing 3. Payments in Lieu of Taxes 4. Other (specify) TOTAL (D) FED. SOURCES 12 30,289 37,905 40,750 108,944 L2,740,522_ 5,Q711,171 7"1 18,710,695 AMENDED (con's) B. SCHEDULE OF EXPENDITURES FOR ROAD, BRIDGE AND STREET PURPOSES A. DIRECT HIGHWAY EXPENDITURES 1. Right -of -Way 2. Preliminary and Construction Engineering 3. Construction 4. Maintenance of Condition 5. Snow and Ice Removal 6. Traffic Services 7. Administration 8. Traffic Enforcement 5,297,898 4,383,501 1,806.004 1,040,190 374.736 TOTAL (A) DIRECT HIGHWAY EXPENDITURES 12.q02 129 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 Ia. To County (specify) b. ToCity(specify) various per Schedule 559.388 2. To Dept. of Trans. TOTAL (C) PAYMENTS TO OTHER GOVERNMENTS S 59 1AR D. OTHER HIGHWAY PURPOSES (specify) E. TOTAL EXPENDITURES (A+B+C+D) F. BALANCES END OF YEAR (unspent receipts) G. TOTAL EXPENDITURES AND BALANCES (E+F) (Revised 1/96) 13 155 13,461,717 5,248,978 1.8,710,695, (cent) III. SCHEDULE OF CHANGE IN DEBT STATUS FOR ROAD, BRIDGE AND STREET OBLIGATIONS (show all entries at par value; face amount of issue) PONDS NOTES A. BONDS AND NOTES OUTSTANDING BEGINNING OF YEAR B. AMOUNT ISSUED DURING YEAR (par value) I. 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. NAME: Barbara Eurich PHONE: (970) 356-4000 x 4445 Revised (1/96) 14 156 WELD COUNTY, COLORADO LOCAL SOURCES OTHER (LINE 3) Interest Moving Permits Charge for Services Other 0 131,469 900,574 16,700 157 1,048,743 WELD COUNTY, COLORADO Attachment to Annual Statement of Receipts and Expenditures for Roads, Bridges and Streets Item II.C.1 b - Payments to City/Town Town Amount Ault Dacono Eaton Erie Evans Firestone Fort Lupton Frederick Garden City Gilcrest Greeley Grover Hudson Johnstown Keenseburg Kersey La Salle Lockbuie Mead Milliken Nunn Pierce Platteville Raymer Severance Windsor Brighton Northglen Broomfield Longmont Total 158 $4,218 6,331 11,715 7,536 28,627 4,703 57,882 8,423 2,601 2,547 333,877 243 3,552 6,171 2,510 2,859 7,202 2,537 6,851 4,634 1,138 2,884 6,744 200 1,065 34,401 1,817 65 214 5,841 $559,388 Hello