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HomeMy WebLinkAboutFinancial Reports-Comprehensive Annual Financial Report (CAFR) - 6/30/2010 TOWN OF ORO VALLEY,ARIZONA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 30, 2010 11000 North La Canada Drive—Oro Valley, Arizona 85737-7015 TOWN OF ORO VALLEY, ARIZONA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 30,2010 Prepared by: Finance Department Stacey Lemos, CPA Finance Director (This page intentionally left blank) TOWN OF ORO VALLEY, ARIZONA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 30, 2010 TABLE OF CONTENTS INTRODUCTORY SECTION Page Letter of Transmittal Organization Chart vii List of Town Officials viii GFOA Certificate of Achievement ix FINANCIAL SECTION INDEPENDENT AUDITORS' REPORT 1 MANAGEMENT'S DISCUSSION AND ANALYSIS (MD&A) (Required supplementary information) 5 BASIC FINANCIAL STATEMENTS Government-Wide Financial Statements: Statement of Net Assets 21 Statement of Activities 22 Fund Financial Statements: Balance Sheet—Governmental Funds 26 Reconciliation of the Balance Sheet— Governmental Funds to the Statement of Net Assets 29 Statement of Revenues, Expenditures and Changes in Fund Balances— Governmental Funds 30 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances—Governmental Funds to the Statement of Activities 33 Statement of Net Assets—Proprietary Funds 34 TOWN OF ORO VALLEY, ARIZONA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 30, 2010 TABLE OF CONTENTS (Cont'd) FINANCIAL SECTION (Cont'd) Page BASIC FINANCIAL STATEMENTS (Concl'd) Statement of Revenues, Expenses and Changes in Fund Net Assets— Proprietary Funds 35 Statement of Cash Flows—Proprietary Funds 36 Notes to Financial Statements 37 SCHEDULES OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES —BUDGET AND ACTUAL (Required Supplementary Information) General Fund 62 Highway User Fund 63 Note to Required Supplementary Information 64 COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES Other Major Governmental Funds Schedule of Revenues, Expenditures and Changes in Fund Balances—Budget and Actual: Municipal Debt Service Fund 68 Oracle Road Debt Service Fund 69 Townwide Roadway Development Impact Fees Fund 70 Non-Major Governmental Funds: Combining Balance Sheet—All Non-Major Governmental Funds By Fund Type 72 Combining Statement of Revenues, Expenditures and Changes in Fund Balances—All Non-Major Governmental Funds—By Fund Type 73 TOWN OF ORO VALLEY,ARIZONA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 30, 2010 TABLE OF CONTENTS (Cont'd) FINANCIAL SECTION (Concl'd) Page COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES (Concl'd) Non-Major Special Revenue Funds: Combining Balance Sheet 76 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 78 Combining Schedule of Revenues, Expenditures and Changes in Fund Balances—Budget and Actual 80 Non-Major Capital Projects Funds: Combining Balance Sheet 87 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 88 Combining Schedule of Revenues, Expenditures and Changes in Fund Balances—Budget and Actual 90 STATISTICAL SECTION Financial Trends: Net Assets by Component 97 Changes in Net Assets 98 Fund Balances of Governmental Funds 100 Changes in Fund Balances of Governmental Funds 102 Revenue Capacity: Principal Employers 104 Principal Sales Taxpayers 105 TOWN OF ORO VALLEY,ARIZONA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 30, 2010 TABLE OF CONTENTS (Concl'd) STATISTICAL SECTION (Concl'd) Pane Taxable Sales by Category 106 Direct and Overlapping Sales Tax Rates 107 Debt Capacity: Ratio of Outstanding Debt by Type 108 Direct and Overlapping Governmental Activities Debt 109 Legal Debt Margin Information 110 Calculation of Legal Debt Margin 111 Pledged-Revenue Coverage 112 Demographic and Economic Information: County-Wide Demographic and Economic Statistics 113 Operating Information: Full-Time Equivalent Town Employees by Function 114 Water Utility Revenues by User Type 115 Operating Indicators by Function 116 Water Rates 117 Capital Assets Statistics by Function 118 INTRODUCTORY SECTION (This page intentionally left blank) 1 r- 0_,ArtS o k ':r��x `° -7 TOWN OF ORO VALLEY 11000 N. LA CANADA DRIVE VC'''',':`&',.'-';'=-4`'",--4,4'2.4L4fi'flj ORO VALLEY ARIZONA 85737 1.s Administrative Offices(520)229-4700 Fax(520)297-0428 www.townoforovalley.corn oU .,:D19 NDE November 23, 2010 Honorable Mayor, Members of Town Council and Citizens of the Town of Oro Valley, Arizona: State law mandates that cities publish a complete set of financial statements presented in conformity with accounting principles generally accepted in the United States of America and audited in accordance with auditing standards generally accepted in the United States of America by a certified public accounting firm licensed in the State of Arizona. Pursuant to that requirement, we hereby issue the comprehensive annual financial report of the Town of Oro Valley, Arizona (Town) for the fiscal year ended June 30, 2010. This report consists of management's representations concerning the finances of the Town. Consequently, management assumes full responsibility for the completeness and reliability of all of the information presented in this report. To provide a reasonable basis for making these representations, management of the Town has established a comprehensive internal control framework that is designed both to protect the Town's assets from loss, theft, or misuse and to compile sufficient reliable information for the preparation of the Town's financial statements in conformity with accounting principles generally accepted in the United States of America. Because the cost of internal controls should not outweigh their benefits, the Town's comprehensive framework of internal controls has been designed to provide reasonable rather than absolute assurance that the financial statements will be free of from material misstatement. As management, we assert that, to the best of our knowledge and belief, this financial report is complete and reliable in all material respects. The Town's financial statements have been audited by Heinfeld, Meech & Co., P.C., a certified public accounting firm. The goal of the independent audit was to provide reasonable assurance that the financial statements of the Town for the fiscal year ended June 30, 2010, are free of material misstatement. The independent audit involved examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; assessing the accounting principles used and significant estimates made by management; and evaluating the overall financial statement presentation. The independent auditors concluded, based upon the audit, that there was a reasonable basis for rendering an unqualified opinion that the Town's financial statements for the fiscal year ended June 30, 2010, are fairly presented in conformity with accounting principles generally accepted in the United States of America. The independent auditors' report is presented as the first component of the financial section of this report. Accounting principles generally accepted in the United States of America require that management provide a narrative introduction, overview, and analysis to accompany the basic financial statements in the form of Management's Discussion and Analysis (MD&A). This letter of transmittal is designed to complement the MD&A and should be read in conjunction with it. The Town of Oro Valley's MD&A can be found immediately following the report of the independent auditors. 1 PROFILE OF THE TOWN The Town of Oro Valley was incorporated in 1974. It is located in northeastern Pima County and has a land area of 34.85 square miles. The Town's current population is estimated at 43,521. The Town of Oro Valley operates under the Council-Manager form of government. Policymaking and legislative authority is vested in the Town Council, which consists of a Mayor and six Council Members. Council Members are elected to four-year staggered terms. The citizens of Oro Valley elect the Mayor. The Council, from among its members, selects the Vice- Mayor. The Town Council is responsible, among other things, for the adoption of local ordinances, budget adoption, the development of citizen advisory committees, the hiring and removal of the Town Manager, the Police Chief, Town Attorney and Town Magistrate. The Town Manager is responsible for implementation of the policies of the Town Council. The Town Manager appoints all other department heads except those mentioned above under Town Council responsibilities. The Town of Oro Valley provides a full range of services including police protection; the construction and maintenance of streets and related infrastructure; the provision of water services; public transportation services; recreational activities, a public library and cultural events. In addition to general government activities, the governing body is financially accountable for the Municipal Property Corporation; therefore, this activity is included in the reporting entity. Additional information in regards to the Municipal Property Corporation can be found in Note 1 in the notes to the basic financial statements. As with all cities in the State of Arizona, the Town of Oro Valley is required to comply with Article IX, Section 20 (1) of the Arizona Constitution, which sets limits on the Town's legal budget capacity. The Town currently operates under the Alternative Expenditure Limitation — Home Rule Option. This option allows the Town Council to establish the budgetary limits locally, rather than being restricted by the State-imposed expenditure limitation. The voters must authorize this option every four years. It was last authorized by the citizens of Oro Valley in March of 2010. The annual operating budget serves as the foundation for the Town's financial planning and control. The objective of these budgetary controls is to ensure compliance with legal provisions embodied in the annual operating budget approved by the Town Council. The Town's proposed operating budget is presented to the Town Council for review throughout the budget cycle starting in January and tentatively approved in June or July. The Town Council is required to hold a public hearing on the proposed budget and to adopt the final budget by no later than the second Monday in August. The Town Manager, subject to Town Council approval, may at any time transfer various unencumbered appropriation balances or portions thereof between a department or activity. The adopted budget cannot be amended in any way without Town Council approval. 11 MAJOR INITIATIVES AND ACCOMPLISHMENTS FOR THE YEAR Oro Valley's current Strategic Plan follows four focus areas: • Financial and Economic Sustainability Council and management are focused on efforts to stimulate local economic development, strengthen business retention and improve the business climate of the Town to improve business attraction. • Quality of Life and Environmental Sustainability The Town is making considerable strides towards clean energy and energy efficiency with town-wide upgrades to facilities and the issuance of Clean Renewable Energy Bonds to finance the installation of solar photovoltaic panels as covered parking. • Community Infrastructure The Town's energy efficiency upgrades allow for improvements to Town facilities with zero fiscal impact to the Town. This is a self-sustaining capital improvement project that involves smart one-time use of contingency reserves to be recouped with energy savings. To address current and future transportation demands, the widening of Lambert Lane will commence in FY 2010-11 with bonds that will be repaid with Pima Association of Governments (PAG) regional funding. Oro Valley continues to pursue delivery of Central Arizona Project (CAP) water to the town and continues investigating the most economical way to achieve that. • Leadership and Communication Town will continue to communicate with residents through its monthly Town newsletter, The Oro Valley Vista, which is produced electronically and posted on the Town's website. Something new in the way of communication is our financial dashboard. This provides a snapshot of the Town's financial condition, and is posted on the Town Finance Department's website on a monthly basis. The following are some of the highlights and accomplishments of the Town during the fiscal year: Town Council Approved energy efficiency project funding • Approved resources conservation measures including residential gray water and solar- ready ordinances • Approved $3.4M loan from the State Water Infrastructure Finance Authority (WIFA) for water utility improvements • Initiated Granicus video streaming of all Council Chamber meetings Town Clerk • Implementation of Agenda Quick software program to automate Council agenda and packet preparation 111 Town Manager • Secured the groundbreaking of BASIS Charter School • Expanded businesses in Oro Valley Marketplace and other commercial and office districts • Completed the Steam Pump Ranch Historical Gardens project • Performed energy audit and began implementation of energy efficiency plans Police • Dispose-A-Med program became a national model and has guided other organizations seeking to develop prescription medicine disposal programs • School Resource Office CSI program continues to gain notoriety through statewide regional competitions. • Received $55,170 in funding through the application of grants, which were used to provide services to the community and equipment for the staff Planning & Zoning • Steam Pump Ranch listed on National Register of Historic Places • Completed Environmentally Sensitive Lands ordinance • Developed Town Energy Efficiency Conservation Strategy Parks & Recreation • Implemented new ramada reservation process, increasing revenues and enhancing customer service • Obtained grants from Arizona Department of Transportation (ADOT) and Regional Transportation Authority (RTA) for Canada Del Oro Shared Use Path Final Phase • Obtained funding for Calle Concordia Bike Lane project through RTA funding Public Works • Crack sealed 100 lane miles of paved streets • Completed surface treatments of roads in several subdivisions • Received $485K from Pima County Regional Flood Control District for two drainage improvement projects • Completion of Hardy/Northern roundabout intersection Water Utility • Reduced annual debt service payments by early defeasance of 1999 and 2001 bonds • Installed additional water system security features and updated the Emergency Response plan • Received WIFA loan to finance $3,403,000 in capital improvements • The Utility took 4,000 water quality samples with all results meeting federal, state, and local water quality regulations iv ECONOMIC CONDITIONS AND OUTLOOK The Town continues to be heavily reliant on local sales taxes, as well as state-shared sales and income taxes. The State's ominous budget crisis predicts continued declines in state-shared revenues for the Town and will weigh significantly on the Town's fiscal condition. In FY 2009-10, the State permanently eliminated Local Transportation Assistance Funds (LTAF), which the Town relied upon to support its local transportation system, Coyote Run. Council approved an increased subsidy from the Town's General Fund to preserve local transportation service levels in FY 2010-11 and will continue to work with our regional transportation partners to find a solution for continuing this valuable service to our community in future years. As the Town approaches build out, residential and commercial construction will continue to decline. Single family residential permits have dropped precipitously from 422 in FY 2004-05 to 75 budgeted for FY 2010-11 and resulted in double-digit decreases in construction sales taxes over the last two years. The information presented in the financial statements is perhaps best understood when it is considered from the broader perspective of the specific environment within which the Town operates. Local Economy. The Town continues to provide services and programs without a property tax to fund operations. One reason why construction sales tax is going down is due to the completion of an 800,000 square foot commercial shopping center in FY 2008-09, the Oro Valley Marketplace. However, a silver lining appears as a result of the increase in retail opportunities, with steady year-over- year increases in retail sales tax collections over the past 36 months. The Town is anticipating future growth in its bio-science sector with expansion not only among our international pharmaceutical corporate citizens, but the arrival of a research outgrowth of the University of Arizona, BIOS Oro Valley. These jobs may add to Oro Valley's higher median income base and generate increased local demand in our housing industry and retail sectors. Coupled with this clean-industry and research sector growth has been the realization that the Town must facilitate competitive public education offerings to complement our community values and lifestyle amenities. To this end, our officials have worked hard the past two years to draw nationally recognized K-12 programs and can now boast the International Baccalaureate program offered in one of our high schools by Amphitheater School District and the nationally acclaimed public charter school, BASIS Oro Valley. A continuing priority for the Town Council is the potential annexation of 9,100 acres (14 square miles) of State Trust Land to the north of Oro Valley, referred to as the Arroyo Grande Annexation. After making progress towards the annexation in FY 2008-09, the process is currently hampered by the State's budget crisis and the staffing reductions made in the State Land Department. Officials will make every effort to keep the process moving forward. Additionally, an annexation team has been charged with exploring new opportunities for Town boundary expansions that make economic sense. v Long-term financial planning. The Home Rule option was approved by voters in 2010, allowing the Town to set its budget limits locally, rather than by the State at an artificially low rate, utilizing all available resources for providing services to the community. Balancing resources against our residents' expectations for services will be an ongoing challenge because we have chosen not to have a property tax and rely heavily on other funding sources that can fluctuate dramatically. This fact will continue to be a decisive driver of future policy and service-level decisions. Finding ways to reduce or wipe out structural budget deficits caused by an excess of recurring expenditures over incoming revenues is critical for continued financial sustainability. To assist in the decision-making process, performance measures implemented in the FY 2010-11 budget will allow our elected officials to make data-driven decisions with regard to future service levels and program delivery, decisions that will become more critical with fewer resources in the future. The next several years will likely be focused on increased attention to local economic development utilizing re-engineered and innovative approaches. Preserving strong contingency reserves within all of our Town funds is a philosophical and operational cornerstone. We will continue to communicate the Town's budget performance to our residents and the Mayor and Town Council on a monthly basis. Frequent updates of the Town's five-year financial forecast are planned as well as continuing to foster a learning culture by utilizing our employees in an Employee Budget Focus team, Innovations Team or Solutions Squads in order to maintain a proactive, rather than reactive, approach in addressing the dynamic economic climate. AWARDS AND ACKNOWLEDGMENTS Award. The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the Town of Oro Valley for its comprehensive annual financial report for the year ended June 30, 2009. This was the sixteenth consecutive year that the Town has achieved this prestigious award. In order to be awarded a Certificate of Achievement, a government must publish an easily readable and efficiently organized comprehensive annual financial report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current comprehensive annual financial report continues to meet the Certificate of Achievement Program's requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. Acknowledgments. The preparation of this Comprehensive Annual Financial Report could not have been accomplished without the efficient and dedicated services of the entire staff of the Finance Department who assisted and contributed in its preparation. We thank the Mayor and members of the Town Council for their interest and support in planning and conducting the financial affairs of the Town in a responsible and progressive manner. Respectfully submitted, (4- off Jerene Watson Stacg Lemos, CPA Town Manager Finance Director vi °` 4 4 ci 'cam, z' '" �C s �, ! •c 1 c � -O0„,,,, c ro ' �' cco 0 U (n \ 444A •- (13 cu c Ql . c Oro c O T 1 �, 1 c 1 ro 1 4-, �I 1 I I c 1 ."-E5V J c Z U_ o) c 1 ' a) fL0 c c ro CL O U Ol c roO a) U , O c c CO > c c .p a� _C F- H r� 0 C 0 CO N 1 . , C ' 1 ' C6 I +J 1 (n L CU CU •E E U 1 L- C) U CCI- C 'O mO cO O � = a, o� � w > Ha) p c o— CN O Ce CO •� C > 1 (f) O E L_ O O E 0 O 0 Q O %J c U _ Off-' °� c c"' V) .4:-.; O c �' F- E a oo ro o Tup co U cc H vii TOWN OF ORO VALLEY,ARIZONA LIST OF TOWN OFFICIALS ELECTED OFFICIALS Mayor Dr. Satish Hiremath Vice-Mayor Mr. William Garner Council Member Mr. Barry Gillaspie Council Member Mr. Joe Hornat Council Member Ms. Mary Snider Council Member Mr. Steve Solomon Council Member Mr. Lou Waters DEPARTMENT HEADS Town Manager Jerene Watson Finance Director Stacey Lemos, CPA Human Resources Director Betty Dickens Town Engineer Craig Civalier Town Clerk Kathryn E. Cuvelier Magistrate George Dunscomb Town Attorney Tobin Rosen Water Utility Director Philip Saletta Chief of Police Daniel G. Sharp Planning and Zoning Director Vacant Building Safety Director Suzanne Smith Parks and Recreation Director Ainsley A. Legner Information Technology Director Kevin Verville viii Certificate of Achievement for Excellence in Financial Reporting Presented to Town of Oro Valley Arizona For its Comprehensive Annual Financial Report for the Fiscal Year Ended June 30, 2009 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. `aA,?OFp,, ` OF iH�t�tim 1E �TAiES\qn CA.4ApA b tethrtpoRnoN `� ,o- #„ `"'c's° President *fer deAgt...° Executive Director ix (This page intentionally left blank) FINANCIAL SECTION (This page intentionally left blank) 10120 N. Oracle Road HEINFELD, MEECH & CO., P.C. Tucson,Arizona 85704 CERTIFIED PUBLIC ACCOUNTANTS Tel(520)742-2611 Fax(520)742-2718 INDEPENDENT AUDITORS' REPORT Honorable Mayor and Members of the Town Council Town of Oro Valley, Arizona We have audited the accompanying financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the Town of Oro Valley, Arizona (Town), as of and for the year ended June 30, 2010, which collectively comprise the Town's basic financial statements as listed in the table of contents. These financial statements are the responsibility of the Town's management. Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall basic financial statement presentation. We believe that our audit provides a reasonable basis for our opinions. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the Town of Oro Valley, Arizona, as of June 30, 2010, and the respective changes in financial position and cash flows, where applicable, thereof for the year then ended in conformity with accounting principles generally accepted in the United States of America. In accordance with Government Auditing Standards, we have also issued our report dated November 23, 2010 on our consideration of the Town's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be considered in assessing the results of our audit. TUCSON • PHOENIX • FLAGSTAFF www.heinfeldmeech.com Accounting principles generally accepted in the United States of America require that the management's discussion and analysis on pages 5 through 14 and budgetary comparison information on pages 62 through 64 be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Town's financial statements as a whole. The accompanying supplementary information such as the introductory section, combining and individual fund financial statements and schedules, and statistical section are presented for purposes of additional analysis and are not a required part of the financial statements. The combining and individual fund financial statements and schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the financial statements. The information has been subjected to the auditing procedures applied in the audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the information is fairly stated in all material respects in relation to the financial statements as a whole. The introductory and statistical sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we do not express an opinion or provide any assurance on them. c0e) tit5e,tiOt VW.Q.0,01 4- &Oli Pi e.l HEINFELD, MEECH & CO., P.C. Certified Public Accountants November 23, 2010 Page 2 MANAGEMENT'S DISCUSSION AND ANALYSIS (MD&A) (Required Supplementary Information) Page 3 (This page intentionally left blank) Page 4 TOWN OF ORO VALLEY, ARIZONA MANAGEMENT'S DISCUSSION AND ANALYSIS (MD&A) YEAR ENDED JUNE 30,2010 As management of the Town of Oro Valley,Arizona(Town),we offer readers of the Town's financial statements this narrative overview and analysis of the financial activities of the Town for the fiscal year ended June 30, 2010. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal,which can be found in the introductory section of this report. FINANCIAL HIGHLIGHTS The financial statements which follow the Management's Discussion and Analysis provide those significant key financial highlights for 2009-10 as follows. • The Town's total net assets of governmental activities decreased $917,126 to $153.3 million and business-type activities increased $3.2 million to $55.8 million representing 73 percent and 27 percent respectively, of the total net assets of$209.1 million. • General revenues from governmental activities accounted for$23.6 million in revenue,or 63 percent of all revenues from governmental activities. Program specific revenues in the form of charges for services and grants and contributions accounted for$13.8 million or 37 percent of total governmental activities revenues. The Town had $16.4 million of program revenues and $72,244 in general revenues related to business-type activities. • The Town had$38.3 million in expenses related to governmental activities,a decrease of 2 percent from the prior fiscal year. The Town had$13.3 million in expenses related to business-type activities a decrease of 5 percent from the prior fiscal year. • Among major funds,the General Fund had$25.7 million in revenues,which primarily consisted of sales taxes and intergovernmental revenues. The total expenditures of the General Fund were$25.5 million. The General Fund's fund balance decreased from $15.9 million to $11.9 million, due primarily to a transfer of fund balance to the Municipal Debt Service Fund for the defeasance of revenue bonds. • The Highway User Revenue Fund, had $3.8 million in revenues, which primarily consisted of intergovernmental revenues. The total expenditures of the Highway User Revenue Fund were$3.6 million. • The Municipal Debt Service Fund's fund balance increased $1.8 million to $1.9 million due primarily to transfers in of$9.2 million for the defeasance of revenue bonds. Total expenditures for the Municipal Debt Service Fund were $7.5 million. • The Townwide Roadway Development Impact Fee Fund had $4.4 million in revenues, which primarily consisted of intergovernmental revenues. The total expenditures of the Townwide Roadway Development Impact Fee Fund were $4.4 million. • The Water Fund operating revenues of$14.4 million exceeded operating expenses of$10.1 million. The change in net assets of$2.7 million was due to operating income of$4.2 million and capital contributions from line extension agreements of$362,273. Page 5 TOWN OF ORO VALLEY, ARIZONA MANAGEMENT'S DISCUSSION AND ANALYSIS (MD&A) YEAR ENDED JUNE 30, 2010 OVERVIEW OF FINANCIAL STATEMENTS This discussion and analysis are intended to serve as an introduction to the Town's basic financial statements. The Town's basic financial statements comprise three components: 1) government- wide financial statements,2)fund financial statements,and 3)notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. Government-wide financial statements. The government-wide financial statements are designed to provide readers with a broad overview of the Town's finances, in a manner similar to a private- sector business. The statement of net assets presents information on all of the Town's assets and liabilities,with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position of the Town is improving or deteriorating. The statement of activities presents information showing how the Town's net assets changed during the most recent fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs,regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g., uncollected taxes and earned but unused compensated absences). In the government-wide financial statements the Town's activities are presented in the following categories: • Governmental activities — Most of the Town's basic services are included here, such as general government, public safety, highways and streets, and culture and recreation. Sales taxes, intergovernmental, and charges for services finance most of these activities. • Business-type activities—The services provided by the Town included here are water and stormwater utilities. The services are primarily financed through user fees and charges. Fund Financial Statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The Town uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the Town can be divided into two categories: governmental funds and proprietary funds. Page 6 TOWN OF ORO VALLEY, ARIZONA MANAGEMENT'S DISCUSSION AND ANALYSIS (MD&A) YEAR ENDED JUNE 30, 2010 OVERVIEW OF FINANCIAL STATEMENTS (Concl'd) Governmental funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows of spendable resources,as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating the Town's near-term financing requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact of the Town's near-term financing decision. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures and changes in fund balances for the General, Highway User Revenue, Municipal Debt Service, Oracle Road Debt Service, and Townwide Roadway Development Impact Fees Funds, all of which are considered to be major funds. Data from the other governmental funds are combined into a single, aggregated presentation. Individual fund data for each of these non-major governmental funds is provided in the form of combining statements and schedules. Proprietary funds. The Town of Oro Valley maintains two types of proprietary funds. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The Town of Oro Valley uses enterprise funds to account for its Oro Valley Water Utility and Stormwater Utility. The Town uses an internal service fund to account for its fleet maintenance services. Because these services predominately benefit governmental rather than business-type functions, it has been included within governmental activities in the government-wide financial statements. Notes to the financial statements. The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The notes to the financial statements can be found immediately following the basic financial statements. Other information. In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information concerning the Town's budget process. The Town adopts an annual expenditure budget for all governmental funds. A schedule of revenues, expenditures and changes in fund balances—budget and actual has been provided for the General Fund and major Special Revenue Fund as required supplementary information. Page 7 TOWN OF ORO VALLEY, ARIZONA MANAGEMENT'S DISCUSSION AND ANALYSIS (MD&A) YEAR ENDED JUNE 30, 2010 GOVERNMENT-WIDE FINANCIAL ANALYSIS Net assets may serve over time as a useful indicator of a government's financial position. In the case of the Town, assets exceeded liabilities by $209.1 million as of the current fiscal year end. The largest portion of the Town's net assets (76 percent) reflects its investment in capital assets (e.g., land, buildings and improvements, improvements other than buildings, infrastructure, vehicles, machinery and equipment and construction in progress),less any related debt used to acquire those assets that is still outstanding. The Town uses these capital assets to provide services to its citizens; consequently,these assets are not available for future spending. Although the Town's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources,since the capital assets themselves cannot be used to liquidate these liabilities. The following table presents a summary of the Town's net assets for the fiscal years ended June 30,2010 and June 30, 2009. 2010 2009 2010 2009 Governmental Governmental Business-type Business-type Activities Activities Activities Activities 2010 Total 2009 Total Current and other assets $ 30,638,869 $ 39,513,022 $ 27,124,402 $ 28,435,788 $ 57,763,271 $ 67,948,810 Capital assets,net 141,309,940 143,325,108 91,505,866 91,683,772 232,815,806 235,008,880 Total assets,net 171,948,809 182,838,130 118,630,268 120,119,560 290,579,077 302,957,690 Current and other liabilities 8,120,707 6,291,123 6,413,489 6,011,823 14,534,196 12,302,946 Long-term liabilities 10,556,342 22,358,121 56,428,637 61,501,003 66,984,979 83,859,124 Total liabilities 18,677,049 28,649,244 62,842,126 67,512,826 81,519,175 96,162,070 Invested in capital assets,net of related debt 127,712,057 120,515,962 31,383,715 28,212,750 159,095,772 148,728,712 Restricted 9,580,610 7,537,331 9,580,610 7,537,331 Unrestricted 15,979,093 26,135,593 24,404,427 24,393,984 40,383,520 50,529,577 Total net assets $ 153,271,760 $ 154,188,886 $ 55,788,142 $ 52,606,734 $209,059,902 $206,795,620 The Town's financial position is the product of several financial transactions including the net results of activities, the acquisition and payment of debt, the acquisition and disposal of capital assets, and the depreciation of capital assets. The following are significant current year transactions that have had an impact on the Statement of Net Assets. • The addition of$2.6 million in business-type activities capital assets through improvements to the existing water system. • The addition of$5.1 million in governmental activities capital assets, including$4.4 million for infrastructure. Additions to infrastructure assets consisted of $2.2 million for street improvements and $2.2 million in contributed capital from developers for subdivisions. • The decrease of$9.2 million in governmental activities long-term debt was due mainly to the defeasance of the 2000, 2001 and 2003 Refunding Revenue Bonds. • The decrease of$4.7 million in business-type activities long-term debt was due mainly to the defeasance of the 1999 and 2001 Revenue Bonds. Page 8 TOWN OF ORO VALLEY,ARIZONA MANAGEMENT'S DISCUSSION AND ANALYSIS (MD&A) YEAR ENDED JUNE 30,2010 GOVERNMENT-WIDE FINANCIAL ANALYSIS (Cont'd) Changes in net assets. The Town's total revenues for the current fiscal year were $53.9 million. The total cost of all programs and services was $51.6 million. The following table presents a summary of the changes in net assets for the fiscal years ended June 30, 2010 and June 30, 2009. 2010 2009 2010 2009 Governmental Governmental Business-type Business-type 2010 2009 Activities Activities Activities Activities Total Total Revenues: Program revenues: Charges for services $ 2,547,309 $ 3,149,867 $ 16,064,022 $ 16,844,741 $ 18,611,331 $19,994,608 Operating grants and contributions 4,728,050 5,392,667 4,728,050 5,392,667 Capital grants and contributions 6,514,602 1,781,571 362,273 3,697,229 6,876,875 5,478,800 General revenues: Sales taxes 12,970,865 15,376,408 12,970,865 15,376,408 Franchise taxes 509,285 506,685 509,285 506,685 Impact fees 584,113 441,020 584,113 441,020 Unrestricted state shared revenues 9,462,464 10,676,796 9,462,464 10,676,796 Investment earnings 95,625 113,995 72,244 128,083 167,869 242,078 Total revenues 37,412,313 37,439,009 16,498,539 20,670,053 53,910,852 58,109,062 Expenses: General government 9,950,053 9,936,639 9,950,053 9,936,639 Public safety 13,730,593 15,019,980 13,730,593 15,019,980 Highways and streets 9,353,689 9,481,040 9,353,689 9,481,040 Culture and recreation 3,527,949 3,806,555 3,527,949 3,806,555 Interest on long-term debt 1,767,155 954,645 1,767,155 954,645 Water 12,830,137 13,495,124 12,830,137 13,495,124 Stormwater drainage 486,994 494,166 486,994 494,166 Total expenses 38,329,439 39,198,859 13,317,131 13,989,290 51,646,570 53,188,149 Change in net assets $ (917,126) $ (1,759,850) $ 3,181,408 $ 6,680,763 $ 2,264,282 $ 4,920,913 Total revenues decreased $4.2 million, or 7 percent, primarily due to a reduction in collections in local sales taxes, building permit fees, and state income tax. The decrease of$2.4 million in sales tax was largely due to a decline in construction sales tax collections. Building permit fees decreased by $428,000 primarily due to a decline in commercial building activity, and state income tax decreased by $799,000 due to current economic conditions. An increase in capital grants of$1.4 million was primarily due to $2.7 million received from the Pima Association of Governments for the payment of principal and interest on the Arizona Department of Transportation(ADOT)HELP Loan. Expenses decreased$1.5 million primarily due to staffing reductions and vacancies and savings in operations and maintenance costs in all Town departments. Page 9 TOWN OF ORO VALLEY, ARIZONA MANAGEMENT'S DISCUSSION AND ANALYSIS (MD&A) YEAR ENDED JUNE 30,2010 GOVERNMENT-WIDE FINANCIAL ANALYSIS (Concl'd) Governmental and Business-type activities. The following table presents the cost of the 7 major Town functional activities. The table also shows each function's net cost(total cost less charges for services generated by the activities and intergovernmental aid provided for specific programs). The net cost shows the financial burden that was placed on the State and Town's taxpayers by each of these functions. 2010 2009 Net Net Total (Expense)/ Total (Expense)/ Governmental Activities Expenses Revenue Expenses Revenue General government $ 9,950,053 $ (7,508,064) $ 9,936,639 $ (6,900,795) Public safety 13,730,593 (12,852,342) 15,019,980 (14,442,958) Highways and streets 9,353,689 363,309 9,481,040 (3,536,920) Culture and recreation 3,527,949 (2,775,226) 3,806,555 (3,039,436) Interest on long-term debt 1,767,155 (1,767,155) 954,645 (954,645) Total $38,329,439 $(24,539,478) $ 39,198,859 $(28,874,754) Business-type Activities Water $12,830,137 $ 2,668,920 $ 13,495,124 $ 6,3 00,191 Stormwater drainage 486,994 440,244 494,166 252,489 Total $13,317,131 $ 3,109,164 $ 13,989,290 $ 6,552,680 • The cost of all governmental activities this year was $38.3 million. The decrease of $869,420 from the prior year was due primarily to the reduction in operational costs in public safety and increased intergovernmental grant revenues. • The cost of all business-type activities this year was $13.3 million. The decrease of $672,159 from the prior year was primarily due to the reduction of operational costs in the water utility. • Federal and State governments,developer contributions,and charges for services subsidized certain governmental programs and business-type programs with revenues of$30.2 million. • Net cost of governmental activities of $24.5 million was financed by general revenues, which are made up of primarily sales taxes and state shared revenues of$22.4 million. Page 10 TOWN OF ORO VALLEY, ARIZONA MANAGEMENT'S DISCUSSION AND ANALYSIS (MD&A) YEAR ENDED JUNE 30, 2010 FINANCIAL ANALYSIS OF THE TOWN'S FUNDS As noted earlier, the Town uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental funds. The focus of the Town's governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the Town's financing requirements. In particular,unreserved fund balance may serve as a useful measure of the Town's net resources available for spending at the end of the fiscal year. The financial performance of the Town as a whole is reflected in its governmental funds. As the Town completed the year, its governmental funds reported a combined fund balance of $23.6 million, a decrease of$7.4 million due to the $6.3 million payment to bond escrow agent for the defeasance of revenue bonds. The General Fund is the principal operating fund of the Town. The decrease in fund balance of$4.0 million in the General Fund for the fiscal year to $11.9 million,was due primarily to the transfer of fund balance to the Municipal Debt Service Fund for the defeasance of revenue bonds. The fund balance of the Highway User Revenue Fund showed a decrease of$31,338 to$4.2 million for the current fiscal year. The fund balance of the Municipal Debt Service Fund showed an increase of$1.8 million to $1.9 million due to transfers in for the defeasance of revenue bonds. The Townwide Roadway Fund showed an increase of$7,078 to $2.3 million for the current fiscal year. Proprietary funds. Net assets of the Enterprise Funds at the end of the year amounted to $55.8 million. The increase of $3.2 million from the prior fiscal year was primarily due to operating income of$4.5 million. Page 11 TOWN OF ORO VALLEY, ARIZONA MANAGEMENT'S DISCUSSION AND ANALYSIS (MD&A) YEAR ENDED JUNE 30, 2010 BUDGETARY HIGHLIGHTS There were no amendments to the Town of Oro Valley's fiscal year 2009-10 operating and capital budget. A schedule showing the original and final budget amounts compared to the Town's actual financial activity for the General Fund is provided in this report as required supplementary information. The significant variances are summarized as follows: • The unfavorable variance of $2.2 million in revenues was a result of a decline in construction sales tax, commercial building permit fees, and state income tax. • The favorable variance of$1.9 million in expenditures was a result of salary savings and operational cost savings in all departments. CAPITAL ASSETS AND DEBT ADMINISTRATION Capital Assets. At year end, the Town had invested $232.8 million in capital assets (net of accumulated depreciation), including buildings, facilities, vehicles, computers, equipment, and infrastructure assets. This amount represents a net decrease of$2.2 million from last year,primarily due to depreciation of the Town's assets. Total depreciation expense for the year was$9.9 million. The following schedule presents capital asset balances for the fiscal years ended June 30, 2010 and June 30, 2009. As of As of Governmental Activities June 30, 2010 June 30, 2009 Land $ 18,878,468 $ 18,878,468 Infrastructure 143,835,153 139,428,821 Buildings and improvements 19,962,664 19,871,218 Machinery, equipment, and vehicles 9,147,800 8,954,814 Construction in progress 3,913,137 3,569,261 Less: Accumulated depreciation (54,427,282) (47,377,474) Total $ 141,309,940 $143,325,108 Page 12 TOWN OF ORO VALLEY, ARIZONA MANAGEMENT'S DISCUSSION AND ANALYSIS (MD&A) YEAR ENDED JUNE 30,2010 CAPITAL ASSETS AND DEBT ADMINISTRATION (Concl'd) As of As of Business-type Activities June 30, 2010 June 30, 2009 Land $ 2,410,660 $ 2,410,660 Water rights 8,534,490 8,534,490 Water system 98,839,269 97,496,342 Stormwater system 1,044,302 1,028,602 Equipment and vehicles 3,411,001 3,264,268 Construction in progress 1,699,004 613,499 Less: Accumulated depreciation (24,432,860) (21,664,089) Total $ 91,505,866 $ 91,683,772 Additional information on the Town's capital assets can be found in Note 4. Debt Administration. At year end,the Town had$72.3 million in long-term debt outstanding,$6.8 million due within one year. The following table presents a summary of the Town's outstanding long-term debt for the fiscal years ended June 30, 2010 and June 30, 2009. Governmental Activities 2010 2009 Revenue bonds $ 4,939,750 $ 11,449,146 Special assessment bonds 3,145,000 3,360,000 Loan payable 5,513,133 8,000,000 Total $ 13,597,883 $ 22,809,146 Business-type Activities 2010 2009 Revenue bonds $ 52,305,500 $ 57,575,854 Loan payable 6,305,650 5,788,122 Capital leases 123,883 107,046 $ 58,735,033 $ 63,471,022 State statutes currently limit the amount of general obligation debt a Town may issue to 20 percent of its total assessed valuation for water,sewer,lights,open space preserves,parks,playgrounds and recreational facilities. The current debt limitation for the Town is $138.8 million. The Town of Oro Valley has a bond rating of"AA-" rating from Standard & Poor's and an "A+" rating from Fitch on outstanding revenue bonds. Additional information on the Town's long-term debt can be found in Notes 5 through 9. Page 13 TOWN OF ORO VALLEY, ARIZONA MANAGEMENT'S DISCUSSION AND ANALYSIS (MD&A) YEAR ENDED JUNE 30, 2010 ECONOMIC FACTORS AND NEXT YEAR'S BUDGET AND RATES • The unemployment rate for the Town of Oro Valley is currently 6.2%. Pima County's and the State of Arizona's unemployment rates are 8.7% and 9.7%, respectively. • The Town's secondary assessed valuation for the current year is $693,924,598. • Single family residential (SFR) building permits issued in this fiscal year totaled 65, as compared to 120 SFR building permits issued last fiscal year. Projections for SFR building permits are 75 for fiscal year 2010-11. The adopted combined operating and capital expenditure budget for fiscal year 2010-11 totals $116.2 million, a decrease of 4.4% over last year's budget of$121.5 million. This decrease is attributed to the continued economic downturn causing a further drop in our major revenue sources: local sales taxes, state-shared revenues and residential and commercial permit fees. Emphasis was placed on streamlining service delivery, increasing operating efficiencies, and improving the structural balance of the Town's budget by reducing recurring expenditures to align with continued revenue reductions. CONTACTING THE TOWN'S FINANCIAL MANAGEMENT This financial report is designed to provide our citizens, taxpayers, customers, and investors and creditors with a general overview of the Town's finances and to demonstrate the Town's accountability for the resources it receives. If you have questions about this report or need additional information,contact the Finance Department,Town of Oro Valley,Arizona, 11000 North La Canada Drive, Oro Valley, Arizona 85737. Page 14 (This page intentionally left blank) Page 15 (This page intentionally left blank) Page 16 BASIC FINANCIAL STATEMENTS Page 17 (This page intentionally left blank) Page 18 GOVERNMENT-WIDE FINANCIAL STATEMENTS Page 19 (This page intentionally left blank) Page 20 TOWN OF ORO VALLEY,ARIZONA STATEMENT OF NET ASSETS JUNE 30,2010 Governmental Business-type Activities Activities Total ASSETS Current assets: Cash and cash equivalents $ 24,529,378 $ 21,963,048 $ 46,492,426 Taxes receivable 871,726 871,726 Accounts receivable 423,479 2,348,906 2,772,385 Intergovernmental receivable 1,247,379 1,247,379 Special assessments 3,145,000 3,145,000 Loans receivable 122,000 122,000 Prepaid items 5,506 5,506 Total current assets 30,222,468 24,433,954 54,656,422 Noncurrent assets: Deferred bond charges 416,401 2,690,448 3,106,849 Capital assets,non-depreciable 22,791,605 12,644,154 35,435,759 Capital assets,depreciable(net) 118,518,335 78,861,712 197,380,047 Total noncurrent assets 141,726,341 94,196,314 235,922,655 Total assets 171,948,809 118,630,268 290,579,077 LIABILITIES Current liabilities: Accounts payable 2,042,164 559,665 2,601,829 Accrued wages and benefits 724,026 89,892 813,918 Intergovernmental payable 319,527 841,512 1,161,039 Interest payable 1,269,105 1,269,105 Unearned revenue 139,168 139,168 Customer deposits payable 216,952 180,189 397,141 Compensated absences 1,218,900 114,290 1,333,190 Capital leases payable 88,491 88,491 Loans payable 3,000,000 768,815 3,768,815 Special assessment bonds 225,000 225,000 Revenue bonds 234,970 2,501,530 2,736,500 Total current liabilities 8,120,707 6,413,489 14,534,196 Noncurrent liabilities: Compensated absences 343,791 58,876 402,667 Capital leases payable 35,392 35,392 Loans payable 2,513,133 5,536,835 8,049,968 Special assessment bonds 2,920,000 2,920,000 Deferred bond premium 74,638 993,564 1,068,202 Revenue bonds 4,704,780 49,803,970 54,508,750 Total non-current liabilities 10,556,342 56,428,637 66,984,979 Total liabilities 18,677,049 62,842,126 81,519,175 NET ASSETS Invested in capital assets,net of related debt 127,712,057 31,383,715 159,095,772 Restricted for: Public safety 472,183 472,183 Highways and streets 4,345,686 4,345,686 Capital outlay 2,771,997 2,771,997 Debt service 1,929,635 1,929,635 Other 61,109 61,109 Unrestricted 15,979,093 24,404,427 40,383,520 Total net assets $ 153,271,760 $ 55,788,142 $ 209,059,902 The notes to the financial statements are an integral part of this statement. Page 21 TOWN OF ORO VALLEY,ARIZONA STATEMENT OF ACTIVITIES YEAR ENDED JUNE 30,2010 Net(Expense) Revenue and Changes Program Revenues in Net Assets Operating Capital Charges for Grants and Grants and Governmental Functions/Programs Expenses Services Contributions Contributions Activities Primary Government Governmental activities: General government $ 9,950,053 $ 2,261,815 $ 135,163 $ 45,011 $ (7,508,064) Public safety 13,730,593 28,785 849,466 (12,852,342) Highway and streets 9,353,689 137,436 3,109,971 6,469,591 363,309 Culture and recreation 3,527,949 119,273 633,450 (2,775,226) Interest on long-term debt 1,767,155 (1,767,155) Total governmental activities 38,329,439 2,547,309 4,728,050 6,514,602 (24,539,478) Business-type activities: Water 12,830,137 15,136,784 362,273 Stormwater drainage 486,994 927,238 Total business-type activities 13,317,131 16,064,022 362,273 Total primary government $ 51,646,570 $ 18,611,331 $ 4,728,050 $ 6,876,875 (24,539,478) General revenues: Taxes: Sales taxes 12,970,865 Franchise taxes 509,285 Impact fees 584,113 Unrestricted state shared revenues 9,462,464 Investment earnings 95,625 Total general revenues 23,622,352 Changes in net assets (917,126) Net assets,beginning of year 154,188,886 Net assets,end of year $153,271,760 The notes to the financial statements are an integral part of this statement. Page 22 Net(Expense)Revenue and Changes in Net Assets Business-type Activities Totals $ $ (7,508,064) (12,852,342) 363,309 (2,775,226) (1,767,155) (24,539,478) 2,668,920 2,668,920 440,244 440,244 3,109,164 3,109,164 3,109,164 (21,430,314) 12,970,865 509,285 584,113 9,462,464 72,244 167,869 72,244 23,694,596 3,181,408 2,264,282 52,606,734 206,795,620 $ 55,788,142 $209,059,902 Page 23 (This page intentionally left blank) Page 24 FUND FINANCIAL STATEMENTS Page 25 TOWN OF ORO VALLEY,ARIZONA BALANCE SHEET-GOVERNMENTAL FUNDS JUNE 30,2010 Municipal Debt General Fund HURF Service ASSETS Cash and cash equivalents $ 11,846,102 $ 4,647,289 $ 1,917,911 Taxes receivable 871,726 Accounts receivable 338,060 40,407 Intergovernmental receivable 544,958 244,247 Special assessments Prepaid items 5,506 Total assets $ 13,606,352 $ 4,931,943 $ 1,917,911 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 570,961 $ 669,600 $ Accrued wages and benefits 635,519 66,375 Intergovernmental payable 319,527 Deferred revenue 139,168 Customer deposits payable 36,748 Total liabilities 1,701,923 735,975 Fund balances: Unreserved: Undesignated 11,904,429 4,195,968 1,917,911 Unreserved reported in: Special revenue funds Capital projects funds Total fund balances 11,904,429 4,195,968 1,917,911 Total liabilities and fund balances $ 13,606,352 $ 4,931,943 $ 1,917,911 The notes to the financial statements are an integral part of this statement. Page 26 Townwide Roadway Non-Major Total Oracle Road Development Governmental Governmental Debt Service Impact Fees Funds Funds $ 11,724 $ 2,475,606 $ 3,576,479 $ 24,475,111 871,726 45,012 423,479 458,174 1,247,3 79 3,145,000 3,145,000 5,506 $ 3,156,724 $ 2,933,780 $ 3,621,491 $ 30,168,201 $ $ 660,475 $ 92,602 $ 1,993,638 16,391 718,285 319,527 3,145,000 3,284,168 947 179,257 216,952 3,145,000 661,422 288,250 6,532,570 11,724 2,272,358 20,302,390 1,672,555 1,672,555 1,660,686 1,660,686 11,724 2,272,358 3,333,241 23,635,631 $ 3,156,724 $ 2,933,780 $ 3,621,491 $ 30,168,201 Page 27 (This page intentionally left blank) Page 28 TOWN OF ORO VALLEY,ARIZONA RECONCILIATION OF THE BALANCE SHEET-GOVERNMENTAL FUNDS TO THE STATEMENT OF NET ASSETS JUNE 30,2010 Total governmental fund balances $ 23,635,631 Amounts reported for governmental activities in the Statement of Net Assets are different because: Capital assets used in governmental acitivities are not financial resources and therefore are not reported in the funds. Governmental capital assets $ 195,737,222 Less accumulated depreciation (54,427,282) 141,309,940 Special assessments receivable are not available to pay for current period expenditures and therefore are not reported in the funds. 3,145,000 Deferred items related to the issuance of bonds are amortized over the life of the associated issuance in the government-wide statements but not reported in the funds. Deferred bond charges 416,401 Deferred bond premium (74,638) 341,763 Long-term liabilites are not due and payable in the current period and therefore are not reported in the funds. Special assessment bonds (3,145,000) Revenue bonds (4,939,750) Loans payable (5,513,133) Compensated absences (1,562,691) (15,160,574) Net assets of governmental activities $ 153,271,760 The notes to the financial statements are integral part of this statement. Page 29 TOWN OF ORO VALLEY,ARIZONA STATEMENT OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES- GOVERNMENTAL FUNDS YEAR ENDED JUNE 30,2010 Municipal Debt General Fund HURF Service Revenues: Sales taxes $ 12,043,584 $ 801,570 $ Franchise taxes 509,285 Impact fees Special assesments Intergovernmental 10,725,866 2,886,453 Licenses,fees&permits 1,055,270 53,141 Fines,forfeitures&penalties 202,144 Charges for services 913,638 Contributions and donations 59 Investment earnings 62,200 8,692 107 Other 183,552 14,478 Total revenues 25,695,598 3,764,334 107 Expenditures: Current- General government 8,912,829 Public safety 12,919,307 Highway and streets 2,972,645 Culture and recreation 3,157,369 Capital outlay 558,416 594,755 Debt service- Principal retirement 699,010 Interest and fiscal charges 465,950 Payment to bond escrow agent 6,279,112 Bond issuance costs 26,550 Total expenditures 25,547,921 3,567,400 7,470,622 Excess(deficiency)of revenues over expenditures 147,677 196,934 (7,470,515) Transfers in 9,240,679 Transfers out (4,183,686) (228,272) Total other financing sources(uses) (4,183,686) (228,272) 9,240,679 Changes in fund balances (4,036,009) (31,338) 1,770,164 Fund balances,beginning of year 15,940,438 4,227,306 147,747 Fund balances,end of year $ 11,904,429 $ 4,195,968 $ 1,917,911 The notes to the financial statements are an integral part of this statement. Page 30 Townwide Roadway Non-Major Total Oracle Road Debt Development Governmental Governmental Service Impact Fees Funds Funds $ $ $ 125,711 $ 12,970,865 509,285 341,034 243,079 584,113 368,152 368,152 4,059,901 268,529 17,940,749 1,108,411 409,887 612,031 51,817 965,455 59 16,311 8,315 95,625 18,000 216,030 368,152 4,435,246 1,107,338 35,370,775 539,949 9,452,778 59,984 12,979,291 502,911 3,475,556 3,157,369 1,728,168 308,426 3,189,765 215,000 2,486,867 3,400,877 152,497 213,133 831,580 6,279,112 26,550 367,497 4,428,168 1,411,270 42,792,878 655 7,078 (303,932) (7,422,103) 772,000 10,012,679 (5,600,721) (10,012,679) (4,828,721) 655 7,078 (5,132,653) (7,422,103) 11,069 2,265,280 8,465,894 31,057,734 $ 11,724 $ 2,272,358 $ 3,333,241 $ 23,635,631 Page 31 (This page intentionally left blank) Page 32 TOWN OF ORO VALLEY,ARIZONA RECONCILIATION OF THE STATEMENT OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES YEAR ENDED JUNE 30,2010 Net changes in fund balances-total governmental funds $ (7,422,103) Amounts reported for governmental activities in the Statement of Activities are different because: Governmental funds report capital outlays as expenditures. However,in the Statement of Activities, the cost of those assets is allocated over their estimated useful lives as depreciation expense. Expenditures for capital assets $ 2,847,944 Less current year depreciation (7,119,650) (4,271,706) Capital assets contributed by developers to the Town are not recorded in the governmental funds as they do not provide current financial resources but are recognized in the Statement of Activities as program revenues. 2,256,538 Special assessment revenues in the Statement of Activities do not provide current financial resources and therefore are not reported as revenues in the governmental funds. (215,000) Repayment of debt principal are expenditures in the governmental funds,but the repayment reduces long-term liabilities in the Statement of Net Assets. Loan principal retirement 2,486,867 Revenue bond principal retirement 6,509,396 Special assessment bond principal retirement 215,000 9,211,263 Some expenses reported in the Statement of Activities do not require the use of current financial resources and therefore are not reported as expenditures in governmental funds. Amortization of deferred charges (440,299) Compensated absences (35,819) (476,118) Change in net assets in governmental activities $ (917,126) Page 33 The notes to the financial statements are integral part of this statement. TOWN OF ORO VALLEY,ARIZONA STATEMENT OF NET ASSETS PROPRIETARY FUNDS JUNE 30,2010 Enterprise Funds Governmental Activities: Non-Major Internal Service Water Enterprise Fund Total Fund ASSETS Current assets: Cash and cash equivalents $ 21,510,553 $ 452,495 $ 21,963,048 $ 54,267 Accounts receivable 2,097,199 251,707 2,348,906 Loans receivable 122,000 122,000 Total current assets 23,729,752 704,202 24,433,954 54,267 Noncurrent assets: Deferred bond charges 2,690,448 2,690,448 Capital assets,non-depreciable 12,418,272 225,882 12,644,154 Capital assets,depreciable(net) 77,474,594 1,3 87,118 78,861,712 Total noncurrent assets 92,5 83,314 1,613,000 94,196,314 Total assets 116,313,066 2,317,202 118,630,268 54,267 LIABILITIES Current liabilities: Accounts payable 428,043 131,622 559,665 48,526 Accrued wages and benefits 81,422 8,470 89,892 5,741 Intergovernmental payable 841,512 841,512 Interest payable 1,269,105 1,269,105 Customer deposits payable 180,189 180,189 Compensated absences 112,227 2,063 114,290 Capital leases payable 88,491 88,491 Loans payable 768,815 768,815 Revenue bonds 2,501,530 2,501,530 Total current liabilities 6,182,843 230,646 6,413,489 54,267 Noncurrent liabilities: Compensated absences 57,814 1,062 58,876 Capital leases payable 35,392 35,392 Loans payable 5,536,835 5,536,835 Deferred bond premium 993,564 993,564 Revenue bonds 49,803,970 49,803,970 Total non-current liabilities 56,392,183 36,454 56,428,637 Total liabilities 62,575,026 267,100 62,842,126 54,267 NET ASSETS Invested in capital assets,net of related debt 31,281,716 101,999 31,383,715 Unrestricted 22,456,324 1,948,103 24,404,427 Total net assets $ 53,738,040 $ 2,050,102 $ 55,788,142 $ The notes to the financial statements are an integral part of this statement. Page 34 TOWN OF ORO VALLEY,ARIZONA STATEMENT OF REVENUES,EXPENSES,AND CHANGES IN FUND NET ASSETS PROPRIETARY FUNDS FOR THE YEAR ENDED JUNE 30,2010 Enterprise Funds Governmental Activities: Non-Major Internal Service Water Enterprise Fund Total Fund Operating revenues: Charges for services $ 14,365,400 $ 744,944 $ 15,110,344 $ 864,159 Other 1,804 1,804 7,509 Total operating revenues 14,367,204 744,944 15,112,148 871,668 Operating expenses: Costs of sales and services 7,174,921 425,023 7,599,944 871,668 Depreciation and amortization 2,965,790 56,764 3,022,554 Total operating expenses 10,140,711 481,787 10,622,498 871,668 Operating income 4,226,493 263,157 4,489,650 Nonoperating revenues(expenses): Impact fees 475,973 475,973 Intergovernmental 182,294 182,294 Connection fees 293,607 293,607 Investment earnings 70,329 1,915 72,244 Interest expense (2,689,426) (5,207) (2,694,633) Total nonoperating revenues (expenses) (1,849,517) 179,002 (1,670,515) Income before capital contributions and transfers 2,376,976 442,159 2,819,135 Capital contributions 362,273 362,273 Changes in net assets 2,739,249 442,159 3,181,408 Total net assets,beginning of year 50,998,791 1,607,943 52,606,734 Total net assets,end of year $ 53,738,040 $ 2,050,102 $ 55,788,142 $ The notes to the financial statements are an integral part of this statement. Page 35 TOWN OF ORO VALLEY,ARIZONA STATEMENT OF CASH FLOWS PROPRIETARY FUNDS FOR THE YEAR ENDED JUNE 30,2010 Governmental Enterprise Funds Activities Non-Major Internal Service Water Enterprise Fund Total Fund Increase(Decrease)in Cash and Cash Equivalents Cash flows from operating activities: Cash received from customers $ 14,144,242 $ 574,681 $ 14,718,923 871,668 Cash payments to suppliers for goods and services (4,685,029) (127,662) (4,812,691) (683,470) Cash payments to employees for services (2,384,928) (211,917) (2,596,845) (133,931) Net cash provided by operating activities 7,074,285 235,102 7,309,387 54,267 Cash flows from noncapital and related financing activities: Connection fees 293,607 293,607 Grants received 182,294 182,294 Net cash provided by noncapital financing activities 293,607 182,294 475,901 Cash flows from capital and related financing activities: Development impact fees 475,973 475,973 Acquisition of capital assets (1,940,117) (182,212) (2,122,329) Proceeds from loans 1,062,307 1,062,307 Principal paid on long-term debt (3,152,769) (89,425) (3,242,194) Payment to bond escrow agent (2,784,364) (2,784,364) Interest on long-term debt (2,804,001) (5,207) (2,809,208) Net cash used for capital and related financing activities (9,142,971) (276,844) (9,419,815) Cash flows from investing activities: Investment income 95,777 2,438 98,215 Net cash provided by investing activities 95,777 2,438 98,215 Net increase(decrease)in cash and cash equivalents (1,679,302) 142,990 (1,536,312) 54,267 Cash and cash equivalents,beginning of year 23,189,855 309,505 23,499,360 Cash and cash equivalents,end of year $ 21,510,553 $ 452,495 $ 21,963,048 $ 54,267 Reconciliation of Operating Income to Net Cash Provided by Operating Activities Operating income $ 4,226,493 $ 263,157 $ 4,489,650 $ Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation and amortization 2,965,790 56,764 3,022,554 Change in assets and liabilities: Increase in accounts receivable (272,112) (170,263) (442,375) Increase in accounts payable 103,314 85,945 189,259 48,526 Increase(decrease)in accrued payroll and employee benefits (12,598) 2,001 (10,597) 5,741 Increase(decrease)in compensated absences payable 14,248 (2,502) 11,746 Increase in deposits held for others 49,150 49,150 Total adjustments 2,847,792 (28,055) 2,819,737 54,267 Net cash provided by operating activities $ 7,074,285 $ 235,102 $ 7,309,387 $ 54,267 Page 36 The notes to the financial statements are an integral part of this statement. TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 1 —SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The financial statements of the Town of Oro Valley, Arizona have been prepared in conformity with accounting principles generally accepted in the United States of America as applied to government units. The Governmental Accounting Standards Board (GASB) is the accepted standard-setting body for establishing governmental accounting and financial reporting principles. The more significant of the Town's accounting policies are described below. A. Reporting Entity The Town is a municipal entity governed by an elected mayor and council. As required by accounting principles generally accepted in the United States of America, these financial statements present the Town and its component units,entities for which the Town is considered to be financially accountable. Blended component units,although legally separate entities,are,in substance, part of the Town's operations and so data from these units are combined with data of the Town,the primary government. The blended component units presented have a June 30 year end. The financial reporting entity consists of a primary government and its component units. A component unit is a legally separate entity that must be included in the reporting entity in conformity with generally accepted accounting principles. The Town is a primary government that has a separately elected governing body, is legally separate, and is fiscally independent of other state or local governments. Furthermore, component units combined with the Town for financial statement presentation purposes, and the Town, are not included in any other governmental reporting entity. Consequently,the Town's financial statements include the funds of those organizational entities for which its elected governing body is financially accountable. Blended Component Unit — The financial reporting entity presented in these financial statements consists of the Town and one blended component unit. This component unit, discussed below, is included in the Town's reporting entity because of the significance of its operational relationship or financial relationship with the Town. The component unit is governed by a board, substantially or wholly,comprised of the Town's elected council. Separate financial statements are not prepared for the component unit on a stand-alone basis. The Town of Oro Valley Municipal Property Corporation's(MPC)Board of Directors consists of the three members which are appointed by the Town of Oro Valley Town Council. The MPC, a non-profit corporation incorporated under the laws of the State of Arizona,was originally formed for the purpose of assisting the Town in obtaining financing for acquiring the Canada Hills and Rancho Vistoso water companies. The Town has a contractual obligation for the repayment of the Municipal Property Corporation's Municipal Facilities Revenue Bonds, Series 2003, 2005, and 2007. The activity of the 2003 MPC is reported in the applicable water enterprise fund and the activity of the Series 2005 and 2007 MPC is reported in the applicable water enterprise and governmental funds. All related receivables and payables between the Town and the MPC have been eliminated. Page 37 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 1 — SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Cont'd) B. Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net assets and the statement of activities) present financial information about the Town as a whole. The reported information includes all of the nonfiduciary activities of the Town and its component units. For the most part, the effect of internal activity has been removed from these statements. These statements are to distinguish between the governmental and business-type activities of the Town. Governmental activities normally are supported by sales taxes and intergovernmental revenues,and are reported separately from business-type activities,which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include 1) charges to customers or applicants who purchase,use,or directly benefit from goods,services,or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Sales taxes, unrestricted state shared revenues, investment income and other items not included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds and proprietary funds. Major individual governmental funds and the major individual enterprise fund are reported as separate columns in the fund financial statements. C. Measurement Focus, Basis of Accounting, and Financial Statement Presentation Government-wide Financial Statements — The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the grantor or provider have been met. As a general rule, the effect of internal activity has been eliminated from the government-wide financial statements; however, the effects of interfund services provided and used between functions are reported as expenses and program revenues at amounts approximating their external exchange value. Page 38 TOWN OF ORO VALLEY,ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 1 —SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Cont'd) Fund Financial Statements — Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose,the Town considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However,debt service expenditures,as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Sales taxes, franchise taxes, licenses and permits, charges for services, special assessments and investment income associated with the current fiscal period are all considered to be susceptible to accrual and have been recognized as revenues of the current fiscal period. Grants and similar awards are recognized as revenue as soon as all eligibility requirements imposed by the grantor or provider have been met. Miscellaneous revenue is not susceptible to accrual because generally they are not measurable until received in cash. Grants and similar awards are recognized as revenue as soon as all eligibility requirements imposed by the grantor or provider have been met. Deferred revenue arise when resources are received by the Town before it has legal claim to them,as when grant monies are received prior to meeting all eligibility requirements imposed by the provider. The Council adopts the budget at the fund level as a total amount of expenditures. Financial control is administered by fund, with budgetary control for operating performance regulated at the departmental level, e.g., finance, economic development, police, and parks and recreation. When both restricted and unrestricted resources are available for use, it is the Town's policy to use restricted resources first, then unrestricted resources as they are needed. The focus of governmental fund financial statements is on major funds rather than reporting funds by type. Each major fund is presented in a separate column. Non-major funds are aggregated and presented in a single column. The Town reports the following major governmental funds. General Fund — This fund accounts for all financial resources of the Town, except those required to be accounted for in other funds. Highway User Revenue Fund—This fund is used to account for the Town's share of motor fuel tax revenues. Municipal Debt Service Fund—This fund accounts for the payments of debt service on the Municipal Property Corporation Revenue Bonds of 2003 Refunding, 2005 and 2007 Refunding. Page 39 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 1 — SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Cont'd) Oracle Road Debt Service Fund—This fund accounts for the special assessment collections and payment of the outstanding Oracle Road bond issue. Townwide Roadway Development Impact Fees Fund—This fund accounts for the collection and capital expenditures of the Townwide Roadway Development Impact Fees. The Town reports the following major proprietary fund. Water Fund—This fund accounts for the costs to operate, construct and finance the Town's water system. Private-sector standards of accounting and financial reporting issued prior to December 1, 1989, generally are followed in both the government-wide and proprietary fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. Governments also have the option of following subsequent private- sector guidance for their business-type activities and enterprise funds, subject to this same limitation. The Town has elected not to follow subsequent private-sector guidance. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. The principal operating revenues of the Town's internal service fund are charges to user departments for fleet maintenance services. The principal operating revenues of the Town's enterprise fund are charges to customers for water and stormwater drainage services. Operating expenses for these funds include the cost of sales and services, depreciation, and amortization. All revenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. D. Cash and Investments For purposes of the Statement of Cash Flows, the Town considers all highly liquid investments with a maturity of three months or less when purchased to be cash equivalents. Cash and cash equivalents at June 30, 2010 were cash in bank and investments held by the County and State Treasurers. Nonparticipating interest-earning investment contracts are stated at cost. Money market investments and participating interest investment contracts with a remaining maturity of one year or less at time of purchase are stated at amortized cost. All other investments are stated at fair value. Page 40 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 1 —SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Cont'd) E. Investment Income Investment income is composed of interest, dividends, and net changes in the fair value of applicable investments. F. Receivables and Payables Activity between funds that is representative of lending/borrowing arrangements outstanding at the end of the fiscal year is referred to as either"due to/from other funds"(i.e.,the current portion of interfund loans) or"advances to/from other funds" (i.e., the non-current portion of interfund loans). All other outstanding balances between funds are reported as"due to/from other funds." All trade receivables are shown net of an allowance for uncollectibles. G. Prepaid Items Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in the government-wide and fund financial statements. Prepaid items are recorded as expenses when consumed in the government-wide and fund financial statements. H. Capital Assets Capital assets, which include property, plant, and equipment, are reported in the applicable governmental or business-type activities columns in the government-wide financial statements. Capital assets are defined by the Town as assets with an initial,individual cost of$5,000 or more and an estimated useful life of more than one year. Such assets are recorded at historical cost or estimated historical cost if actual historical cost is not available. Donated capital assets are recorded at estimated fair market value at the date of donation. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend the life of the asset are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest incurred during the construction phase of capital assets of business-type activities is included as part of the capitalized value of the assets constructed. Page 41 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 1 —SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Cont'd) Certain capital assets of the Town are depreciated using the straight line method over the following estimated useful lives: Assets Years Buildings 50 Improvements other than buildings 20-30 Infrastructure 20-50 Vehicles 4-6 Machinery and equipment 7-20 I. Compensated Absences The Town's employee annual and sick leave policies generally provide for granting annual and sick leave with pay. Full-time employees accrue annual leave based on the number of years employed. Employees who terminate employment shall be paid in a lump sum. Full-time employees accumulate sick leave at the rate of one work day per month. Part-time employees whose normal week is twenty hours or more receive sick leave at half the rate of full-time employees. Once an employee has exceeded 480 hours of accrued sick leave,one half of the sick leave balance in excess of the 480 hours shall be paid to the employee upon separation from employment. The current and long-term liabilities, including related benefits, for accumulated vacation and sick leave are reported on the government-wide financial statements. A liability for these amounts, including related benefits, is reported in governmental funds only if they have matured, for example, as a result of employee leave, resignations and retirements. Generally, resources from the General Fund are used to pay for compensated absences. J. Long-term Obligations In the government-wide financial statements and proprietary fund financial statements,long-term debt and other long-term obligations are reported as liabilities in the applicable business-type activities and proprietary fund type statement of net assets. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. Page 42 TOWN OF ORO VALLEY,ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30,2010 NOTE 1 —SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Concl'd) K. Fund Equity In the fund financial statements, governmental funds report reservations of fund balance for amounts that are not available for expenditures or are legally restricted by outside parties for use for a specific purpose. L. Interfund Activity Flows of cash from one fund to another without a requirement for repayment are reported as interfund transfers. Interfund transfers between governmental funds are eliminated in the Statement of Activities. Interfund transfers in the fund statements are reported as other financing sources/uses in governmental funds and after nonoperating revenues/expenses in proprietary funds. M. Estimates The preparation of the financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the amounts reported in the financial statements and accompanying notes. Actual results may differ from those estimates. NOTE 2 —CASH AND INVESTMENTS A.R.S.authorize the Town to invest public monies in obligations of the U.S. Government and its agencies, obligations of the State and certain local government subdivisions, interest-bearing savings accounts and certificates of deposit, collateralized repurchase agreements, certain obligations of U.S. corporations, and certain other securities. The statutes do not include any requirements for credit risk,custodial credit risk,concentration of credit risk,interest rate risk,or foreign currency risk for the Town's investments. The State Treasurer's pools are external investment pools, the Local Government Investment Pool(Pool 5)and Local Government Investment Pool-Government(Pool 7),with no regulatory oversight. The pools are not required to register(and are not registered)with the Securities and Exchange Commission. The activity and performance of the pools are reviewed monthly by the State Board of Investment. The fair value of each participant's position in the State Treasurer investment pools approximates the value of the participant's shares in the pool and the participants' shares are not identified with specific investments. No regulatory oversight is provided for the County Treasurer's investment pool and that pool's structure does not provide for shares. Page 43 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 2—CASH AND INVESTMENTS (Concl'd) Custodial Credit Risk— Deposits. Custodial Credit risk is the risk that in the event of bank failure the Town's deposits may not be returned to the Town. The Town does not have a deposit policy for custodial credit risk. At year end, the carrying value of the Town's deposits was $545,090 and the bank balance was $430,963. At year end,the Town's deposits were entirely covered by Federal depository insurance. At year end, the Town's investments consisted of the following. Investment Type Maturities Fair Value Money Market—U.S. Treasuries Less than one year $ 5,328,816 County Treasurer's investment pool 177 days average 537,493 State Treasurer's investment pool 5 22 days average 38,331,034 State Treasurer's investment pool 7 29 days average 1,744,889 Total $45,942,232 Interest Rate Risk. The Town does not have a formal investment policy that limits investment maturities as a means of managing its exposure to fair value losses arising from increasing interest rates. Credit Risk. The Town has no investment policy that would further limit its investment choices. As of year end,the Town's investment in the State and County Treasurers' investment pools did not receive a credit quality rating from a national rating agency. All of the investments in the State Treasurer's investment pool 7 were rated AAA by Standard and Poor's. For investments in the State Treasurer's investment pool 5, 88%of the securities were rated AAA,AGY,A+,or Al by Standard and Poor's. Custodial Credit Risk — Investments. The Town's investment in the State and County Treasurer's investment pools represents a proportionate interest in the pool's portfolio;however, the Town's portion is not identified with specific investments and is not subject to custodial credit risk. Page 44 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 3 —RECEIVABLES Receivable balances, net of allowance for uncollectibles, have been disaggregated by type and presented separately in the financial statements with the exception of due from governmental entities. Due from governmental entities, net of allowance for uncollectibles, as of year end for the Town's individual major funds in the aggregate, were as follows. Highway Townwide User Roadway General Revenue Development Fund Fund Impact Fees Fund Due from Federal government $ 219,638 $ $ Due from State government 325,320 244,247 Due from other governments 458,174 Net due from governmental entities $ 544,958 $ 244,247 $ 458,174 Governmental funds report deferred revenue in connection with receivables for revenues that are not considered to be available to liquidate liabilities of the current period. Governmental funds also defer revenue recognition in connection with resources that have been received,but not yet earned. At the end of the current fiscal year,the various components of deferred revenue reported in the governmental funds were as follows. Unavailable Unearned Prepaid developer fees (General Fund) $ $ 139,168 Special assessments (Oracle Road Debt Service Fund) 3,145,000 Total deferred revenue for governmental funds $ 3,145,000 $ 139,168 Page 45 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 4—CAPITAL ASSETS A summary of capital asset activity for the fiscal year ended June 30, 2010 follows. Beginning Ending Governmental Activities Balance Increase Decrease Balance Capital assets,not being depreciated: Land $ 18,878,468 $ $ $ 18,878,468 Construction in progress 3,569,261 2,047,007 1,703,131 3,913,137 Total capital assets,not being depreciated 22,447,729 2,047,007 1,703,131 22,791,605 Capital assets,being depreciated: Infrastructure 139,428,821 4,406,332 143,835,153 Buildings and improvements 19,871,218 91,446 19,962,664 Machinery,equipment, and vehicles 8,954,814 262,828 69,842 9,147,800 Total capital assets being depreciated 168,254,853 4,760,606 69,842 172,945,617 Less accumulated depreciation for: Infrastructure (38,319,083) (5,469,619) (43,788,702) Buildings and improvements (4,091,355) (460,037) (4,551,392) Machinery, equipment, and vehicles (4,967,036) (1,189,994) (69,842) (6,087,188) Total accumulated depreciation (47,377,474) (7,119,650) (69,842) (54,427,282) Total capital assets,being depreciated,net 120,877,379 (2,359,044) 118,518,335 Governmental activities capital assets,net $ 143,325,108 $ (312,037) $ 1,703,131 $ 141,309,940 Beginning Ending Business-Type Activities Balance Increase Decrease Balance Capital assets,not being depreciated: Land $ 2,410,660 $ $ $ 2,410,660 Water rights 8,534,490 8,534,490 Construction in progress 613,499 1,165,254 79,749 1,699,004 Total 11,558,649 1,165,254 79,749 12,644,154 Capital assets,being depreciated: Water system 97,496,342 1,342,927 98,839,269 Stormwater system 1,028,602 15,700 1,044,302 Equipment and vehicles 3,264,268 146,733 3,411,001 Total capital assets being depreciated 101,789,212 1,505,360 103,294,572 Less accumulated depreciation for: Water system (19,908,664) (2,494,717) (22,403,3 81) Stormwater system (32,211) (20,834) (53,045) Equipment and vehicles (1,723,214) (253,220) (1,976,434) Total accumulated depreciation (21,664,089) (2,768,771) (24,432,860) Total capital assets,being depreciated,net 80,125,123 (1,263,411) 78,861,712 Business-type activities capital assets,net $ 91,683,772 $ (98,157) $ 79,749 $ 91,505,866 Page 46 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 4—CAPITAL ASSETS (Concl'd) Depreciation expense was charged to functions/programs as follows: Governmental activities: General government $ 457,915 Public Safety 695,609 Highways and streets 5,614,644 Culture and recreation 351,482 Total depreciation expense—governmental activities $7,119,650 Business-type activities: Water $2,712,007 Stormwater 56,764 Total depreciation expense—business-type activities $2,768,771 Construction Commitments — As of June 30, 2010, the Town was involved in several construction projects. The estimated cost to complete the construction projects is$28.6 million. NOTE 5—LOANS PAYABLE The Town received an$8,000,000 loan from the Arizona Department of Transportation(ADOT) for streets projects. The loan payable at June 30, 2010, is presented below. Interest Rate Outstanding Due (Including Principal Within Governmental activities: Fees) Maturity June 30, 2010 One Year ADOT HELP Loan 3.50% 7/30/10-12 $ 5,513,133 $3,000,000 Total $ 5,513,133 $3,000,000 Principal and interest payments on the governmental activities loans payable at June 30,2010 are summarized as follows. Governmental Activities Year ending June 30: Principal Interest 2011 $ 3,000,000 $ 2012 513,133 105,724 2013 2,000,000 63,940 Total $ 5,513,133 $ 169,664 Page 47 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 5—LOANS PAYABLE (Concl'd) The Town received two loans from the Water Infrastructure Finance Authority of Arizona for water system projects. The Town also received loan financing for water rights from the Central Arizona Water Conservation Town (CAWCD) to be paid back over five years. The loans payable at June 30, 2010 are presented below. Interest Rate Outstanding Due (Including Principal Within Business-type activities: Fees) Maturity June 30, 2010 One Year WIFA Loan, 2007 2.04% 7/1/10-24 $ 4,154,412 $ 173,144 WIFA Loan, 2009 2.75% 7/1/10-18 1,184,306 124,457 CAWCD Loan 5.20% 12/1/10-11 966,932 471,214 Total $ 6,305,650 $ 768,815 Principal and interest payments on the business-type activities loans payable at June 30,2010 are summarized as follows. Business-type Activities Year ending June 30: Principal Interest 2011 $ 768,815 $ 170,197 2012 803,388 142,140 2013 318,081 107,106 2014 328,844 97,541 2015 339,973 87,658 2016-20 1,626,741 298,862 2021-25 1,315,221 150,713 2026-28 804,587 22,933 Total $ 6,305,650 $ 1,077,150 Page 48 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 6—BONDS PAYABLE Bonds payable at year end,consisted of the following outstanding revenue and refunding bonds. The bonds are both callable and noncallable with interest payable semiannually. Taxes and Impact Fees are used to pay bonded debt. Original Outstanding Amount Interest Principal Due Within Purpose Issued Rates Maturity June 30, 2010 One Year Governmental activities: Revenue Bonds, 2005 $ 4,164,050 3.13-4.75% 7/1/10-25 $ 3,584,500 $ 167,500 Refunding Revenue Bonds, 2007 1,389,180 4.25-5.00% 7/1/10-26 1,355,250 67,470 Total $ 4,939,750 $ 234,970 Annual debt service requirements to maturity on revenue and refunding bonds for governmental activities at year end are summarized as follows. Governmental Activities Year ending June 30: Principal Interest 2011 $ 234,970 $ 199,244 2012 179,820 192,013 2013 186,910 184,416 2014 194,000 176,108 2015 204,440 168,600 2016-20 1,355,830 694,518 2021-25 1,996,090 335,439 2026-29 587,690 18,953 Total $ 4,939,750 $ 1,969,291 Original Outstanding Amount Interest Principal Due Within Purpose Issued Rates Maturity June 30, 2010 One Year Business-type activities: Revenue Bonds, 2003 $ 31,750,000 3.25-5.00% 7/1/10-28 $ 26,487,500 $1,355,000 Refunding Revenue Bonds, 2003 10,225,080 3.13-5.00% 7/1/10-19 8,032,750 266,500 Revenue Bonds, 2005 2,050,950 3.13-4.75% 7/1/10-25 1,765,500 82,500 Refunding Revenue Bonds, 2007 16,420,820 4.25-5.00% 7/1/10-26 16,019,750 797,530 Total $ 52,305,500 $2,501,530 Page 49 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30,2010 NOTE 6—BONDS PAYABLE (Concl'd) Annual debt service requirements to maturity revenue and refunding bonds for business-type activities at year end are summarized as follows. Business-type Activities Year ending June 30: Principal Interest 2011 $ 2,501,530 $ 2,315,565 2012 2,370,180 2,231,020 2013 2,536,840 2,131,609 2014 2,128,500 2,026,368 2015 2,535,310 1,931,432 2016-20 14,566,920 7,786,489 2021-25 15,873,910 4,126,583 2026-29 9,792,310 790,689 Total $ 52,305,500 $23,339,755 During the current fiscal year, the Town deposited $7,460,466 in an irrevocable trust with an escrow agent for the defeasance of outstanding revenue bonds related to the governmental and business-type activities Revenue Bonds Series 2000, 2001, and the governmental activities portion of the Revenue Refunding Bonds Series 2003. As a result, the revenue bonds are considered to be defeased, and the liability for those bonds has been removed from the government-wide statements. Pledged revenues—governmental activities. The Town has pledged future sales(excise)tax revenues to repay outstanding revenue bonds and refunding revenue bonds of$4.9 million as of June 30, 2010. Proceeds from the original bond issuances, including those subsequently refunded,provided financing for land acquisition and facility construction. The bonds are paid solely from the Town's sales taxes and are payable through 2027. Total annual principal and interest payments for all sales tax revenue bonds are expected to require less than 5%of gross revenues. The total principal and interest to be paid on the bonds is $6.9 million. The current total sales tax revenues were$12.2 million and the total principal and interest paid on the bonds was $1.2 million, or 10% of gross revenues. Pledged revenues—business-type activities. The Town has pledged future water revenues to repay outstanding revenue bonds and refunding revenue bonds of $52.3 million as of June 30, 2010. Proceeds from the original bond issuances, including those subsequently refunded, provided financing for the construction and improvements to the Town's water systems and infrastructure. The bonds are paid solely from water utility revenues and are payable through 2029. Total annual principal and interest payments for all water revenue bond issuances are expected to require approximately 25%of gross revenues. The total principal and interest to be paid on the bonds is$75.6 million. The current total customer gross revenues were $15.1 million and the total principal and interest paid on the bonds was $4.8 million or 32% of gross revenues. Page 50 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 7—SPECIAL ASSESSMENT BONDS Special assessment bonds year end consisted of the following outstanding bonds. The bonds are both callable and noncallable with interest payable semiannually. Special assessments from the Oracle Road Debt Service Fund are used to pay bonded debt. Original Outstanding Due Amount Interest Principal Within Purpose Issued Rates Maturity June 30, 2010 One Year Governmental activities: Special assessments debt $3,945,000 4.20-5.00% 1/1/10-21 $ 3,145,000 $ 225,000 Total $ 3,145,000 $ 225,000 Annual debt service requirements to maturity on special assessment bonds at year end are summarized as follows. Governmental Activities Year ending June 30: Principal Interest 2011 $ 225,000 $ 141,202 2012 235,000 129,701 2013 250,000 117,578 2014 260,000 105,867 2015 270,000 94,602 2016-20 1,550,000 271,327 2021 355,000 8,431 Total $ 3,145,000 $ 868,708 Page 51 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 8—OBLIGATIONS UNDER CAPITAL LEASES The business-type activities of the Town have acquired a street sweeper and dump truck under the provisions of long-term lease agreements classified as a capital leases. The lease agreements qualify as capital leases for accounting purposes and, therefore, have been recorded at the present value of their future minimum lease payments as of the inception date. Revenues from the Stormwater Fund are used to pay the capital lease obligations. The assets capitalized and acquired through capital leases are as follows. Business-type Activities Asset: Machinery, equipment, and vehicles $ 307,648 Less: Accumulated depreciation 37,184 Total $ 270,464 The future minimum lease obligations and the net present value of these minimum lease payments at year end were as follows. Business-type Year Ending June 30: Activities 2011 $ 94,632 2012 37 173 Total minimum lease payments 131,805 Less: amount representing interest 7,922 Present value of minimum lease payments $ 123,883 Due within one year $ 88,491 Page 52 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 9 — CHANGES IN LONG-TERM LIABILITIES • Long-term liability activity for the current fiscal year was as follows. Beginning Ending Due Within Balance Additions Reductions Balance One Year Governmental activities: Revenue bonds payable $ 11,449,146 $ $ 6,509,396 $ 4,939,750 $ 234,970 Special assessments payable 3,360,000 215,000 3,145,000 225,000 Loan payable 8,000,000 2,486,867 5,513,133 3,000,000 Compensated absences payable 1,526,872 1,497,920 1,462,101 1,562,691 1,218,900 Governmental activity long-term liabilities $ 24,336,018 $ 1,497,920 $10,673,364 $ 15,160,574 $ 4,678,870 Beginning Ending Due Within Balance Additions Reductions Balance One Year Business-type activities: Revenue bonds payable $ 57,575,854 $ $ 5,270,354 $ 52,305,500 $ 2,501,530 Loan payable 5,788,122 1,184,307 666,779 6,305,650 768,815 Capital lease payable 107,046 106,262 89,425 123,883 88,491 Compensated absences payable 161,420 175,505 163,759 173,166 114,290 Business-type activities long-term liabilities $ 63,632,442 $ 1,466,074 $ 6,190,317 $ 58,908,199 $ 3,473,126 Page 53 TOWN OF ORO VALLEY,ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 10—INTERFUND RECEIVABLES, PAYABLES,AND TRANSFERS At year end, several funds had negative cash balances. Interfund transfers: Transfers in Municipal Non-Major Debt Service Governmental Transfers out Fund Funds Total General Fund $ 3,411,686 $ 772,000 $ 4,183,686 HURF Fund 228,272 228,272 Non-Major Governmental Funds 5,600,721 5,600,721 Total $ 9,240,679 $ 772,000 $10,012,679 Transfers were made from the General Fund to subsidize the Public Transportation and Pima County Bond Projects Funds. Transfers were made from the General, Highway User Revenue and Municipal Building Funds to the Municipal Debt Service Fund to make the required principal and interest payments on outstanding bonded indebtedness, and for the defeasance of the 2000, 2001, and 2003 Revenue Bonds. NOTE 11 —CONTINGENT LIABILITIES Compliance —Amounts received or receivable from grantor agencies are subject to audit and adjustment by grantor agencies, principally the federal government. Any disallowed claims, including amounts already collected, may constitute a liability of the applicable funds. The amount, if any, of expenditures/expenses that may be disallowed by the grantor cannot be determined at this time, although the Town expects such amounts, if any, to be immaterial. NOTE 12 —RISK MANAGEMENT The Town is exposed to various risks of loss related to torts;theft of,damage to,and destruction of assets; errors and omissions; injuries to employees; and natural disasters. The Town's insurance protection is provided by the Arizona Municipal Risk Retention Pool, of which the Town is a participating member. The limit for basic coverage is for $2,000,000 per occurrence on a claims made basis. Excess coverage is for an additional $10,000,000 per occurrence on a follow form, claims made basis. The aggregate limit is also $10,000,000. No significant reduction in insurance coverage occurred during the year and no settlements exceeded insurance coverage during any of the past three fiscal years. Page 54 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 12 —RISK MANAGEMENT (Concl'd) The Arizona Municipal Risk Retention Pool is structured such that member premiums are based on an actuarial review that will provide adequate reserves to allow the Pool to meet its expected financial obligations. The Pool has the authority to assess its members additional premiums should reserves and annual premiums be insufficient to meet the Pool's obligations. The Town is insured by Arizona Municipal Workers Compensation Pool for potential worker related accidents. NOTE 13 —RETIREMENT PLAN Plan Descriptions — The Town contributes to the three plans described below. Benefits are established by state statute and generally provide retirement,death,long-term disability,survivor, and health insurance premium benefits. The Arizona State Retirement System (ASRS) administers a cost-sharing multiple-employer defined benefit pension plan; a cost-sharing multiple employer defined benefit health insurance premium plan;and a cost-staring,multiple-employer defined benefit long-term disability plan that covers employees of the State of Arizona and employees of participating political subdivisions and school districts. The ASRS is governed by the Arizona State Retirement System Board according to the provisions of A.R.S. Title 38, Chapter 5, Article 2. The Public Safety Personnel Retirement System (PSPRS) administers agent multiple-employer defined benefit pension plan and an agent multiple-employer defined benefit health insurance premium plan that covers public safety personnel who are regularly assigned hazardous duty as employees of the State of Arizona or one of its political subdivisions. The PSPRS, acting as a common investment and administrative agent,is governed by a five-member board,known as The Fund Manager, and 162 local boards according to the provisions of A.R.S. Title 38, Chapter 5, Article 4. The Corrections Officer Retirement Plan (CORP) administers an agent multiple-employer defined benefit pension plan and an agent multiple-employer defined benefit health insurance premium plan that covers certain employees of the State of Arizona's Department of Corrections and Department of Juvenile Corrections, and county employees whose primary duties require direct inmate contact. The CORP is governed by The Fund Manager of PSPRS and the participating local boards according to the provisions of A.R.S. Title 38, Chapter 5, Article 6. Page 55 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 13—RETIREMENT PLAN (Cont'd) Each plan issues a publicly available financial report that includes its financial statements and required supplementary information. A report may be obtained by writing or calling the applicable plan. ASRS PSPRS/CORP P.O. Box 33910 3010 E. Camelback Road Suite 200 Phoenix, AZ 85012-0250 Phoenix, AZ 85016 (602) 240-2200 or (800) 621-3778 (602) 255-5575 Funding policy — The Arizona State Legislature establishes and may amend active plan members' and the Town's contribution rates. Cost-sharing plans — The Arizona State Legislature establishes and may amend active plan members' and the Town's contribution rates. For the current fiscal year,active ASRS members were required by statute to contribute at the actuarially determined rate of 9.40 percent (9.00 percent for retirement and 0.4 percent for long-term disability)of the members' annual covered payroll and the Town was required by statute to contribute at the actuarially determined rate of 9.40 percent (8.34 percent for retirement, 0.66 percent for health insurance premium, and 0.4 percent for long-term disability) of the members' annual covered payroll. The Town's contributions for the current and two preceding years, all of which were equal to the required contributions, were as follows. Health Benefit Long-Term Retirement Supplement Disability Fund Fund Fund Year ending June 30: 2010 $ 949,928 $ 75,174 $ 45,560 2009 996,346 119,711 62,350 2008 936,503 122,153 58,168 Agent plan — For the current fiscal year, active PSPRS and CORP members were required by statute to contribute 7.65 and 7.96 percent of the members' annual covered payroll,and the Town was required to contribute at the actuarially determined rate of 14.88 and 9.52 percent. The health insurance premium portion of the contribution rate was actuarially set at 0.55 percent of covered payroll for PSPRS and 0.36 percent for CORP. Page 56 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 13 —RETIREMENT PLAN (Cont'd) Actuarial methods and assumptions — The contribution requirements for the year ended June 30, 2010 were established by the June 30, 2008 actuarial valuations, and those actuarial valuations were based on the following actuarial methods and assumptions. Actuarial valuations involve estimates of the value of reported amounts and assumptions about the probability of events in the future. The required schedule of funding programs which follows provides multi- year trend information that shows whether the actuarial value of the plans' assets are increasing or decreasing over time relative to the actuarial accrued liability for benefits. PSPRS CORP Actuarial valuation date June 30, 2008 June 30, 2008 Actuarial cost method Projected unit credit Projected unit credit Actuarial assumptions: Investment rate of return 8.5% 8.5% Projected salary increases 5.5% - 8.5% 5.5% - 8.5% Inflation rate 5.0% 5.0% Amortization method Level percent closed for Level percent closed for unfunded actuarial unfunded actuarial liability, open for excess liability, open for excess Remaining amortization 28 years for unfunded 28 years for unfunded actuarial accrued actuarial accrued liability, 20 years for liability, 20 years for excess excess Asset valuation method Smoothed market value Smoothed market value Annual Pension/OPEB Cost — The Town's pension/OPEB cost for the agent plans for the current fiscal year end and related information follows. PSPRS CORP Health Health Pension Insurance Pension Insurance Annual pension/OPEB cost $ 846,785 $ 31,299 $ 42,532 $ 1,608 Contributions made 846,785 31,299 42,532 1,608 Page 57 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 13 —RETIREMENT PLAN (Cont'd) Trend Information — Information for each of the agent plans as of most recent actuarial valuations follows. Oro Valley Police Plan: Year Ended Annual Pension Percentage of APC Net Pension June 30, Cost (APC) Contributed Obligation Pension 2009 $1,005,600 100% -0- 2008 577,551 100 -0- 2007 478,027 100 -0- Health Insurance 2009 77,502 100 -0- 2008 59,146 100 -0- Oro Valley ACORP Dispatchers: Year Ended Annual Pension Percentage of APC Net Pension June 30, Cost(APC) Contributed Obligation Pension 2009 $57,404 100% -0- 2008 36,214 100 -0- 2007 35,184 100 -0- Health Insurance 2009 5,447 100 -0- 2008 6,126 100 -0- Page 58 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30, 2010 NOTE 13—RETIREMENT PLAN (Cont'd) Funding Progress—An analysis of funding progress for each of the agent plans as of the most recent actuarial valuations follows. For this valuation,which was prior to the implementation of GASB Statement No.45,the pension and health insurance benefit amounts were aggregated. In future years these benefits will be disaggregated and reported separately. Oro Valley Police Plan Pension Unfunded Liability as Actuarial Actuarial Annual Percentage Valuation Value of Accrued Funding Funded Covered of Covered Date Plan Assets Liability Liability Ratio Payroll Payroll June 30, (a) (b) (a-b) (a/b) (c) ([a-bJ/c) 2009 $15,727,624 $20,322,658 $(4,595,034) 77.4% $5,951,423 77.21% 2008 13,644,758 18,167,094 (4,522,336) 75.1 5,856,015 77.23 2007 11,996,669 16,700,207 (4,703,538) 71.8 5,306,795 88.63 Health Insurance Unfunded Liability as Actuarial Actuarial Annual Percentage Valuation Value of Accrued Funding Funded Covered of Covered Date Plan Assets Liability Liability Ratio Payroll Payroll June 30, (a) (b) (a-b) (a/b) (c) ([a-bJ/c) 2009 -0- $628,965 $(628,965) 0.0% $5,951,423 10.57% 2008 -0- 563,998 (563,998) 0.0% 5,856,015 9.63 2007 -0- 568,235 (568,235) 0.0% 5,306,795 10.71 Page 59 TOWN OF ORO VALLEY, ARIZONA NOTES TO FINANCIAL STATEMENTS JUNE 30,2010 NOTE 13—RETIREMENT PLAN (Concl'd) Oro Valley ACORP Dispatchers: Pension Unfunded Liability as Actuarial Actuarial Annual Percentage Valuation Value of Accrued Funding Funded Covered of Covered Date Plan Assets Liability Liability Ratio Payroll Payroll June 30, (a) (b) (a-b) (a/b) (c) [a-b]/c) 2009 $1,082,181 $1,581,254 $(499,073) 68.4% $604,184 82.60% 2008 1,026,134 1,594,642 (568,508) 64.3% 729,262 77.96 2007 960,316 1,278,537 (318,221) 75.1% 639,247 49.78 Health Insurance Unfunded Liability as Actuarial Actuarial Annual Percentage Valuation Value of Accrued Funding Funded Covered of Covered Date Plan Assets Liability Liability Ratio Payroll Payroll June 30, (a) (b) (a-b) (a/b) (c) [a-b]/c) 2009 -0- $54,580 $(54,580) 0.0% $604,184 9.03% 2008 -0- 71,711 (71,711) 0.0 729,262 9.83 2007 -0- 33,414 (33,414) 0.0 639,247 5.23 NOTE 14—SUBSEQUENT EVENT On July 22,2010,the Town issued$2.4 million in Clean Renewable Energy Bonds(CREBS)to fund the construction of a covered parking structure with integrated solar panels. Page 60 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES—BUDGET AND ACTUAL (REQUIRED SUPPLEMENTARY INFORMATION) Page 61 TOWN OF ORO VALLEY,ARIZONA SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL-GENERAL FUND YEAR ENDED JUNE 30,2010 Budgeted Variance with Amounts Final Budget Positive Original&Final Actual (Negative) Revenues: Sales taxes $ 13,418,740 $ 12,043,584 $ (1,375,156) Franchise taxes 475,000 509,285 34,285 Intergovernmental 11,047,556 10,725,866 (321,690) Licenses,fees&permits 1,313,890 1,055,270 (258,620) Fines, forfeitures&penalties 286,603 202,144 (84,459) Charges for services 1,039,137 913,638 (125,499) Contributions and donations 59 59 Investment earnings 232,730 62,200 (170,530) Other 125,000 183,552 58,552 Total revenues 27,938,656 25,695,598 (2,243,058) Expenditures: Current- General government 10,672,675 8,912,829 1,759,846 Public safety 13,639,734 12,919,307 720,427 Culture and recreation 3,162,880 3,157,369 5,511 Capital outlay 558,416 (558,416) Total expenditures 27,475,289 25,547,921 1,927,368 Excess(deficiency)of revenues over expenditures 463,367 147,677 (315,690) Other financing sources(uses): Transfers out (2,030,637) (4,183,686) (2,153,049) Total other financing sources(uses) (2,030,637) (4,183,686) (2,153,049) Change in fund balances (1,567,270) (4,036,009) (2,468,739) Fund balances,July 1,2009 1,567,270 15,940,438 14,373,168 Fund balances,June 30,2010 $ $ 11,904,429 $ 11,904,429 See accompanying notes to this schedule. Page 62 TOWN OF ORO VALLEY,ARIZONA SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL-HURF YEAR ENDED JUNE 30,2010 Budgeted Variance with Amounts Final Budget Positive Original&Final Actual (Negative) Revenues: Sales taxes $ 1,899,884 $ 801,570 $ (1,098,314) Intergovernmental 2,656,128 2,886,453 230,325 Licenses,fees&permits 53,141 53,141 Investment earnings 8,692 8,692 Other 112,392 14,478 (97,914) Total revenues 4,668,404 3,764,334 (904,070) Expenditures: Current- Highway and streets 6,921,832 2,972,645 3,949,187 Capital outlay 1,384,893 594,755 790,138 Total expenditures 8,306,725 3,567,400 4,739,325 Excess(deficiency)of revenues over expenditures (3,638,321) 196,934 3,835,255 Other financing sources(uses): Transfers out (431,305) (228,272) 203,033 Total other financing sources(uses) (431,305) (228,272) 203,033 Change in fund balances (4,069,626) (31,338) 4,038,288 Fund balances,July 1,2009 4,069,626 4,227,306 157,680 Fund balances,June 30,2010 $ $ 4,195,968 $ 4,195,968 See accompanying notes to this schedule. Page 63 TOWN OF ORO VALLEY, ARIZONA NOTE TO REQUIRED SUPPLEMENTARY INFORMATION JUNE 30, 2010 NOTE 1 —BUDGETARY BASIS OF ACCOUNTING The adopted budget of the Town is prepared on the modified accrual basis of accounting. Page 64 COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES Page 65 (This page intentionally left blank) Page 66 OTHER MAJOR GOVERNMENTAL FUNDS SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES—BUDGET AND ACTUAL Page 67 TOWN OF ORO VALLEY,ARIZONA SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL-MUNICIPAL DEBT SERVICE YEAR ENDED JUNE 30,2010 Budgeted Variance with Amounts Final Budget Positive Original&Final Actual (Negative) Revenues: Investment earnings $ 2,000 $ 107 $ (1,893) Total revenues 2,000 107 (1,893) Expenditures: Debt service- Principal retirement 700,867 699,010 1,857 Interest and fiscal charges 467,188 465,950 1,238 Payment to bond escrow agent 6,279,112 (6,279,112) Bond issuance costs 26,620 26,550 70 Total expenditures 1,194,675 7,470,622 (6,275,947) Excess(deficiency)of revenues over expenditures (1,192,675) (7,470,515) (6,277,840) Other financing sources(uses): Transfers in 1,034,297 9,240,679 8,206,382 Total other financing sources(uses) 1,034,297 9,240,679 8,206,382 Change in fund balances (158,378) 1,770,164 1,928,542 Fund balances,July 1,2009 158,378 147,747 (10,631) Fund balances,June 30,2010 $ $ 1,917,911 $ 1,917,911 Page 68 TOWN OF ORO VALLEY,ARIZONA SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL-ORACLE ROAD DEBT SERVICE YEAR ENDED JUNE 30,2010 Budgeted Variance with Amounts Final Budget Positive Original&Final Actual (Negative) Revenues: Special assesments $ 367,203 $ 368,152 $ 949 Total revenues 367,203 368,152 949 Expenditures: Debt service- Principal retirement 271,961 215,000 56,961 Interest and fiscal charges 192,899 152,497 40,402 Total expenditures 464,860 367,497 97,363 Change in fund balances (97,657) 655 98,312 Fund balances,July 1,2009 97,657 11,069 (86,588) Fund balances,June 30,2010 $ $ 11,724 $ 11,724 Page 69 TOWN OF ORO VALLEY,ARIZONA SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL-TOWNWIDE ROADWAY DEVELOPMENT IMPACT FEES YEAR ENDED JUNE 30,2010 Budgeted Variance with Amounts Final Budget Positive Original&Final Actual (Negative) Revenues: Impact fees $ 1,051,549 $ 341,034 $ (710,515) Intergovernmental 5,919,487 4,059,901 (1,859,586) Investment earnings 16,311 16,311 Other 74,679 18,000 (56,679) Total revenues 7,045,715 4,435,246 (2,610,469) Expenditures: Capital outlay 3,710,453 1,728,168 1,982,285 Debt service- Principal retirement 5,339,413 2,486,867 2,852,546 Interest and fiscal charges 457,605 213,133 244,472 Total expenditures 9,507,471 4,428,168 5,079,303 Change in fund balances (2,461,756) 7,078 2,468,834 Fund balances,July 1,2009 2,461,756 2,265,280 (196,476) Fund balances,June 30,2010 $ $ 2,272,358 $ 2,272,358 Page 70 NON-MAJOR GOVERNMENTAL FUNDS Page 71 TOWN OF ORO VALLEY,ARIZONA COMBINING BALANCE SHEET-ALL NON-MAJOR GOVERNMENTAL FUNDS-BY FUND TYPE JUNE 30,2010 Total Non-Major Governmental Special Revenue Capital Projects Funds ASSETS Cash and cash equivalents $ 1,954,781 $ 1,621,698 $ 3,576,479 Accounts receivable 45,012 45,012 Total assets $ 1,954,781 $ 1,666,710 $ 3,621,491 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 86,578 $ 6,024 $ 92,602 Accrued wages and benefits 16,391 16,391 Customer deposits payable 179,257 179,257 Total liabilities 282,226 6,024 288,250 Fund balances: Unreserved: Undesignated 1,672,555 1,660,686 3,333,241 Total fund balances 1,672,555 1,660,686 3,333,241 Total liabilities and fund balances $ 1,954,781 $ 1,666,710 $ 3,621,491 Page 72 TOWN OF ORO VALLEY,ARIZONA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES- ALL NON-MAJOR GOVERNMENTAL FUNDS-BY FUND TYPE YEAR ENDED JUNE 30,2010 Total Non-Major Governmental Special Revenue Capital Projects Funds Revenues: Sales taxes $ 125,711 $ $ 125,711 Impact fees 243,079 243,079 Intergovernmental 223,518 45,011 268,529 Fines, forfeitures&penalties 409,887 409,887 Charges for services 51,817 51,817 Investment earnings 8,315 8,315 Total revenues 819,248 288,090 1,107,338 Expenditures: Current- General government 510,639 29,310 539,949 Public safety 59,984 59,984 Highway and streets 502,911 502,911 Capital outlay 34,935 273,491 308,426 Total expenditures 1,108,469 302,801 1,411,270 Excess(deficiency)of revenues over expenditures (289,221) (14,711) (303,932) Other financing sources(uses): Transfers in 302,000 470,000 772,000 Transfers out (5,600,721) (5,600,721) Total other financing sources(uses) 302,000 (5,130,721) (4,828,721) Change in fund balances 12,779 (5,145,432) (5,132,653) Fund balances,beginning of year 1,659,776 6,806,118 8,465,894 Fund balances,end of year $ 1,672,555 $ 1,660,686 $ 3,333,241 Page 73 (This page intentionally left blank) Page 74 NON-MAJOR SPECIAL REVENUE FUNDS The Special Revenue Funds account for the proceeds of specific revenue sources, other than major capital projects, that are legally restricted to expenditures for specified purposes. Revegetation Assurances — accounts for monies received from developers to help ensure developments are properly revegetated to Town standards. State Seizures and Forfeitures—accounts for state police seizures and forfeitures received by the Town. Federal Seizures and Forfeitures—accounts for federal police seizures and forfeitures received by the Town. Bed Tax— accounts for the collection of the 6 percent bed tax revenues which funds projects for parks and recreation, economic development and Naranja Town Site developments. Public Transportation—accounts for the operation of the Town's public transportation system. Impound Fee—accounts for the collection of administrative fees for processing vehicles impounded by the Oro Valley police department. Page 75 TOWN OF ORO VALLEY,ARIZONA COMBINING BALANCE SHEET-NON-MAJOR SPECIAL REVENUE FUNDS JUNE 30,2010 Revegetation State Seizures Federal Seizures Assurances and Forfeitures and Forfeitures Bed Tax ASSETS Cash and cash equivalents $ 240,366 $ 207,221 $ 281,431 $ 1,054,083 Total assets $ 240,366 $ 207,221 $ 281,431 $ 1,054,083 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ $ 16,099 $ 370 $ 64,355 Accrued wages and benefits 183 Customer deposits payable 179,257 Total liabilities 179,257 16,099 370 64,538 Fund balances: Unreserved: Undesignated 61,109 191,122 281,061 989,545 Total fund balances 61,109 191,122 281,061 989,545 Total liabilities and fund balances $ 240,366 $ 207,221 $ 281,431 $ 1,054,083 Page 76 Public Transportation Impound Fee Totals $ 168,232 $ 3,448 $ 1,954,781 $ 168,232 $ 3,448 $ 1,954,781 $ 5,705 $ 49 $ 86,578 12,809 3,399 16,391 179,257 18,514 3,448 282,226 149,718 1,672,555 149,718 1,672,555 $ 168,232 $ 3,448 $ 1,954,781 Page 77 TOWN OF ORO VALLEY,ARIZONA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES- NON-MAJOR SPECIAL REVENUE FUNDS YEAR ENDED JUNE 30,2010 Revegetation State Seizures Federal Seizures Assurances and Forfeitures and Forfeitures Revenues: Sales taxes $ $ $ Intergovernmental Fines, forfeitures&penalties 122,760 231,917 Charges for services Investment earnings (4,571) 2,770 3,132 Total revenues (4,571) 125,530 235,049 Expenditures: Current- General government Public safety 39,900 20,084 Highway and streets Capital outlay 17,738 13,173 Total expenditures 57,638 33,257 Excess(deficiency)of revenues over expenditures (4,571) 67,892 201,792 Other financing sources(uses): Transfers in Total other financing sources(uses) Change in fund balances (4,571) 67,892 201,792 Fund balances,beginning of year 65,680 123,230 79,269 Fund balances,end of year $ 61,109 $ 191,122 $ 281,061 Page 78 Public Bed Tax Transportation Impound Fee Totals $ 125,711 $ $ $ 125,711 223,518 223,518 55,210 409,887 51,817 51,817 5,777 1,207 8,315 131,488 276,542 55,210 819,248 415,429 95,210 510,639 59,984 502,911 502,911 4,024 34,935 415,429 506,935 95,210 1,108,469 (283,941) (230,393) (40,000) (289,221) 302,000 302,000 302,000 302,000 (283,941) 71,607 (40,000) 12,779 1,273,486 78,111 40,000 1,659,776 $ 989,545 $ 149,718 $ $ 1,672,555 Page 79 TOWN OF ORO VALLEY,ARIZONA COMBINING SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL-NON-MAJOR SPECIAL REVENUE FUNDS YEAR ENDED JUNE 30,2010 Revegetation Assurances Variance- Positive Budget* Actual (Negative) Revenues: Sales taxes $ $ $ Intergovernmental Fines, forfeitures&penalties Charges for services Investment earnings (4,571) (4,571) Other Total revenues (4,571) (4,571) Expenditures: Current- General government Public safety Highway and streets Capital outlay Total expenditures Excess(deficiency)of revenues over expenditures (4,571) (4,571) Other financing sources(uses): Transfers in Transfers out Total other financing sources(uses) Change in fund balances (4,571) (4,571) Fund balances(deficits),July 1,2009 65,680 65,680 Fund balances,June 30,2010 $ $ 61,109 $ 61,109 *The Revegetation Assurances Fund was included in the Town's budget,however,the budget was-0-. Page 80 State Seizures and Forfeitures Federal Seizures and Forfeitures Variance- Variance- Positive Positive Budget Actual (Negative) Budget Actual (Negative) $ $ $ $ $ $ 178,000 122,760 (55,240) 279,000 231,917 (47,083) 2,770 2,770 3,132 3,132 178,000 125,530 (52,470) 279,000 235,049 (43,951) 331,607 39,900 291,707 167,001 20,084 146,917 147,419 17,738 129,681 109,535 13,173 96,362 479,026 57,638 421,388 276,536 33,257 243,279 (301,026) 67,892 368,918 2,464 201,792 199,328 (301,026) 67,892 368,918 2,464 201,792 199,328 301,026 123,230 (177,796) (2,464) 79,269 81,733 $ $ 191,122 $ 191,122 $ $ 281,061 $ 281,061 (Continued) Page 81 TOWN OF ORO VALLEY,ARIZONA COMBINING SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL-NON-MAJOR SPECIAL REVENUE FUNDS YEAR ENDED JUNE 30,2010 (Continued) Bed Tax Variance- Positive Budget Actual (Negative) Revenues: Sales taxes $ 550,181 $ 125,711 $ (424,470) Intergovernmental Fines, forfeitures&penalties Charges for services Investment earnings 5,777 5,777 Other 13,512 (13,512) Total revenues 563,693 131,488 (432,205) Expenditures: Current- General government 1,992,528 415,429 1,577,099 Public safety Highway and streets Capital outlay Total expenditures 1,992,528 415,429 1,577,099 Excess(deficiency)of revenues over expenditures (1,428,835) (283,941) 1,144,894 Other financing sources(uses): Transfers in Transfers out Total other financing sources(uses) Change in fund balances (1,428,835) (283,941) 1,144,894 Fund balances(deficits),July 1,2009 1,428,835 1,273,486 (155,349) Fund balances,June 30,2010 $ $ 989,545 $ 989,545 Page 82 Public Transportation Impound Fee Variance- Variance- Positive Positive Budget Actual (Negative) Budget Actual (Negative) $ $ $ $ $ $ 188,544 223,518 34,974 60,000 55,210 (4,790) 51,817 51,817 1,207 1,207 194,900 (194,900) 383,444 276,542 (106,902) 60,000 55,210 (4,790) 100,000 95,210 4,790 651,164 502,911 148,253 5,210 4,024 1,186 656,374 506,935 149,439 100,000 95,210 4,790 (272,930) (230,393) 42,537 (40,000) (40,000) 302,000 302,000 (100,973) 100,973 201,027 302,000 100,973 (71,903) 71,607 143,510 (40,000) (40,000) 71,903 78,111 6,208 40,000 40,000 $ $ 149,718 $ 149,718 $ $ $ (Continued) Page 83 TOWN OF ORO VALLEY,ARIZONA COMBINING SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL-NON-MAJOR SPECIAL REVENUE FUNDS YEAR ENDED JUNE 30,2010 (Concluded) Totals Variance- Positive Budget Actual (Negative) Revenues: Sales taxes $ 550,181 $ 125,711 $ (424,470) Intergovernmental 188,544 223,518 34,974 Fines,forfeitures&penalties 517,000 409,887 (107,113) Charges for services 51,817 51,817 Investment earnings 8,315 8,315 Other 208,412 (208,412) Total revenues 1,464,137 819,248 (644,889) Expenditures: Current- General government 2,092,528 510,639 1,581,889 Public safety 498,608 59,984 438,624 Highway and streets 651,164 502,911 148,253 Capital outlay 262,164 34,935 227,229 Total expenditures 3,504,464 1,108,469 2,395,995 Excess(deficiency)of revenues over expenditures (2,040,327) (289,221) 1,751,106 Other financing sources(uses): Transfers in 302,000 302,000 Transfers out (100,973) 100,973 Total other financing sources(uses) 201,027 302,000 100,973 Change in fund balances (1,839,300) 12,779 1,852,079 Fund balances(deficits),July 1,2009 1,839,300 1,659,776 (179,524) Fund balances,June 30,2010 $ $ 1,672,555 $ 1,672,555 Page 84 NON-MAJOR CAPITAL PROJECTS FUNDS Capital Projects Funds are created to account for the purchase or construction of major capital facilities which are not financed by the general, enterprise, or special revenue funds. Capital Asset Replacement—accounts for revenues dedicated for the routine replacement of Town vehicles, computers, and other equipment. General Impact Fees — accounts for the collection of development impact fees charged for new residential and nonresidential growth to be used for future general government facilities, vehicles, equipment,and other necessary general government infrastructure needed as a result of new growth. Pima County Bond Projects—accounts for the revenues and expenditures for historic preservation capital improvements funded by grants and from Pima County bond funds. Municipal Building Fund—accounts for the bond proceeds issued to acquire land and construct the public works facility. Page 85 (This page intentionally left blank) Page 86 TOWN OF ORO VALLEY,ARIZONA COMBINING BALANCE SHEET-NON-MAJOR CAPITAL PROJECTS FUNDS JUNE 30,2010 Capital Asset General Impact Pima County Replacement Fees Bond Projects Totals ASSETS Cash and cash equivalents $ 499,639 $ 367,145 $ 754,914 $ 1,621,698 Accounts receivable 45,012 45,012 Total assets $ 499,639 $ 367,145 $ 799,926 $ 1,666,710 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ $ $ 6,024 $ 6,024 Total liabilities 6,024 6,024 Fund balances: Unreserved: Undesignated 499,639 367,145 793,902 1,660,686 Total fund balances 499,639 367,145 793,902 1,660,686 Total liabilities and fund balances $ 499,639 $ 367,145 $ 799,926 $ 1,666,710 Page 87 TOWN OF ORO VALLEY,ARIZONA COMBINING STATEMENT OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES- NON-MAJOR CAPITAL PROJECTS FUNDS YEAR ENDED JUNE 30,2010 Capital Asset General Impact Pima County Replacement Fees Bond Projects Revenues: Impact fees $ $ 243,079 $ Intergovernmental 45,011 Total revenues 243,079 45,011 Expenditures: Current- General government 29,310 Capital outlay 55,653 Total expenditures 84,963 Excess(deficiency)of revenues over expenditures 243,079 (39,952) Other financing sources(uses): Transfers in 470,000 Transfers out Total other financing sources(uses) 470,000 Change in fund balances 243,079 430,048 Fund balances,beginning of year 499,639 124,066 363,854 Fund balances,end of year $ 499,639 $ 367,145 $ 793,902 Page 88 Municipal Building Totals $ $ 243,079 45,011 288,090 29,310 217,838 273,491 217,838 302,801 (217,838) (14,711) 470,000 (5,600,721) (5,600,721) (5,600,721) (5,130,721) (5,818,559) (5,145,432) 5,818,559 6,806,118 $ $ 1,660,686 Page 89 TOWN OF ORO VALLEY,ARIZONA COMBINING SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL-NON-MAJOR CAPITAL PROJECTS FUNDS YEAR ENDED JUNE 30,2010 Capital Asset Replacement Variance- Positive Budget* Actual (Negative) Revenues: Impact fees $ $ $ Intergovernmental Investment earnings Total revenues Expenditures: Current- General government Capital outlay Total expenditures Excess(deficiency)of revenues over expenditures Other financing sources(uses): Transfers in Transfers out Total other financing sources(uses) Change in fund balances Fund balances,July 1,2009 499,639 499,639 Fund balances,June 30,2010 $ $ 499,639 $ 499,639 *The Capital Asset Replacement Fund was included in the Town's budget,however,the budget was-0-. Page 90 General Impact Fees Pima County Bond Projects Variance- Variance- Positive Positive Budget Actual (Negative) Budget Actual (Negative) $ 443,959 $ 243,079 $ (200,880) $ $ $ 633,515 45,011 (588,504) 443,959 243,079 (200,880) 633,515 45,011 (588,504) 679,705 679,705 495,587 29,310 466,277 941,007 55,653 885,354 679,705 679,705 1,436,594 84,963 1,351,631 (235,746) 243,079 478,825 (803,079) (39,952) 763,127 470,000 470,000 470,000 470,000 (235,746) 243,079 478,825 (333,079) 430,048 763,127 235,746 124,066 (111,680) 333,079 363,854 30,775 $ $ 367,145 $ 367,145 $ $ 793,902 $ 793,902 (Continued) Page 91 TOWN OF ORO VALLEY,ARIZONA COMBINING SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL-NON-MAJOR CAPITAL PROJECTS FUNDS YEAR ENDED JUNE 30,2010 (Concluded) Municipal Building Variance- Positive Budget Actual (Negative) Revenues: Impact fees $ $ $ Intergovernmental Investment earnings 15,295 (15,295) Total revenues 15,295 (15,295) Expenditures: Current- General government Capital outlay 5,868,462 217,838 5,650,624 Total expenditures 5,868,462 217,838 5,650,624 Excess(deficiency)of revenues over expenditures (5,853,167) (217,838) 5,635,329 Other financing sources(uses): Transfers in Transfers out (5,600,721) (5,600,721) Total other financing sources(uses) (5,600,721) (5,600,721) Change in fund balances (5,853,167) (5,818,559) 34,608 Fund balances,July 1,2009 5,853,167 5,818,559 (34,608) Fund balances,June 30,2010 $ $ $ Page 92 Totals Variance- Positive Budget Actual (Negative) $ 443,959 $ 243,079 $ (200,880) 633,515 45,011 (588,504) 15,295 (15,295) 1,092,769 288,090 (804,679) 1,175,292 29,310 1,145,982 6,809,469 273,491 6,535,978 7,984,761 302,801 7,681,960 (6,891,992) (14,711) 6,877,281 470,000 470,000 (5,600,721) (5,600,721) 470,000 (5,130,721) (5,600,721) (6,421,992) (5,145,432) 1,276,560 6,421,992 6,806,118 384,126 $ $ 1,660,686 $ 1,660,686 Page 93 (This page intentionally left blank) Page 94 STATISTICAL SECTION The statistical section presents financial statement trends as well as detailed financial and operational information not available elsewhere in the report. The statistical section is intended to enhance the reader's understanding of the information presented in the financial statements,notes to the financial statements, and other supplementary information presented in this report. The statistical section is comprised of the five categories of statistical information presented below. Financial Trends These schedules contain information on financial trends to help the reader understand how the Town's financial position and financial activities have changed over time. Revenue Capacity These schedules contain information to help the reader assess the factors affecting the Town's ability to generate property revenue. Debt Capacity These schedules present information to help the reader evaluate the Town's current levels of outstanding debt as well as assess the Town's ability to make debt payments and/or issue additional debt in the future. Demographic and Economic Information These schedules present various demographic and economic indicators to help the reader understand the environment in which the Town's financial activities take place and to help make comparisons with other school districts. Operating Information These schedules contain information about the Town's operations and various resources to help the reader draw conclusions as to how the Town's financial information relates to the services provided by the Town. Page 95 (This page intentionally left blank) Page 96 N- O M O Ln N- N N O O N Ln 0) CD N I` e- N O O CO O I` ti ' t e- t` CO Ln O) N O O e- M "4-- CO Ln O M O> O e- 00 ti ti 00 O 00 O CO CO Ln e- N- Ln O) N CO V' N- O Ln CO O 0 N- O Ln M ,-- d- Ln O) O O Q) N N e- Ln M (NI LC) L N Ne- ER EA U) EH ER EA N e- Cr) CO O .4' .4• CV M N- O NI a) CO Lf) 00 I` ' O N- N- M Ln CO Ln I-L!) 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Q -0 Cn -0 (0 L V a N F- N C O ` C m o m cr, 0 ET2 C. ) O (0 m ON c6 V To 1O L a, C C O O 2 (5 O O L E N N c-o C f CO 175 n O c0 C .V -.-' CD C U O Q U Q D O 0 CO 2 -O N cs a .C O - co O O O Z c o o C� U F- > LL U) Q U F- F- U) 'CO CD N a TOWN OF ORO VALLEY, ARIZONA DIRECT AND OVERLAPPING SALES TAX RATES LAST TEN FISCAL YEARS (UNAUDITED) Town of Oro Town of Oro Town of Oro Valley Town of Oro Fiscal Valley Valley Construction Valley Year Sales Tax Bed Tax Sales Tax Utility Sales Tax Pima County 2001 2.00% 3.00% 2.00% 0.00% 5.60% 2002 2.00% 3.00% 2.00% 0.00% 5.60% 2003 2.00% 3.00% 2.00% 0.00% 5.60% 2004 2.00% 3.00% 4.00% 0.00% 5.60% 2005 2.00% 3.00% 4.00% 0.00% 5.60% 2006 2.00% 6.00% 4.00% 0.00% 6.10% 2007 2.00% 6.00% 4.00% 2.00% 6.10% 2008 2.00% 6.00% 4.00% 2.00% 6.10% 2009 2.00% 6.00% 4.00% 2.00% 6.10% 2010 2.00% 6.00% 4.00% 2.00% 7.10% Source: Arizona Department of Revenue Page 107 0) .-- V) CO CO CO N- CD to N 0) ,1- N- 0) CD O 0) �C N- CO co h- CO 'd •- ,- O CO. 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TOWN OF ORO VALLEY,ARIZONA DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT JUNE 30, 2010 (UNAUDITED) Estimated Estimated Share of Debt Percentage Overlapping Governmental Unit Outstanding Applicable Debt Pima County $ 420,261,000 7.05% $ 29,628,401 Pima County Community College District 25,881,294 7.05% 1,824,631 Amphitheater Unified School Distrist No. 10 59,870,000 39.48% 23,636,676 Town of Oro Valley 13,597,883 100.00% 13,597,883 Total direct and overlapping debt $ 68,687,591 Source: Pima County, Pima County Community College District and Amphitheater Unified School District No. 10. (1) Proportion applicable to the Town of Oro Valley, Arizona, is computed on the ratio of secondary assessed valuation for 2009-10. Page 109 (o co o or, Q) O co ' co O O O O O O 't N O O co co c- 69 EA EA N N o co in O o, ' o) O O criN)) O O co co O N Cp cO N- ti EA EA EA o O, O O Cc ' O O M M O co. 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"0 a H E_ a) J C C U O cc To co D O• H -J H m ca a TOWN OF ORO VALLEY CALCULATION OF LEGAL DEBT MARGIN JUNE 30, 2010 (UNAUDITED) Net secondary assessed valuation $ 693,924,598 Water, Sewer, Light, Parks, Open Space and Recreational Facility Bonds Debt limit- 20% of secondary net assessed valuation $ 138,784,920 Debt applicable to limit General obligation bonds outstanding $ - Less amount set aside for repayment of debt - Net debt applicable to limit - 20% legal debt margin $ 138,784,920 All other general obligation bonds Debt Limit- 6% of secondary net assessed valuation 41,635,476 Debt applicable to limit General obligation bonds outstanding $ - Less amount set aside for repayment of debt - Net debt applicable to limit - All other general obligation bonds debt margin 41,635,476 Total legal debt margin $ 180,420,396 Source: Pima County Assessor's Office Page 111 TOWN OF ORO VALLEY,ARIZONA PLEDGED-REVENUE COVERAGE LAST TEN FISCAL YEARS (UNAUDITED) Water Utility Revenue Bonds Fiscal Gross Debt Service Year Revenues Principal Interest Total Coverage 2001 $ 8,330,951 $ 1,683,544 $ 1,926,914 $ 3,610,458 2.31 2002 9,435,130 1,768,040 2,173,192 3,941,232 2.39 2003 10,380,720 1,578,040 2,395,359 3,973,399 2.61 2004 12,202,664 1,478,710 2,650,195 4,128,905 2.96 2005 12,544,928 1,473,710 2,949,409 4,423,119 2.84 2006 14,989,621 1,907,362 2,888,226 4,795,588 3.13 2007 14,810,173 2,336,330 2,552,081 4,888,411 3.03 2008 17,668,212 1,981,898 2,452,583 4,434,481 3.98 2009 16,223,544 2,011,100 2,784,444 4,795,544 3.38 2010 15,207,113 2,485,990 2,689,427 5,175,417 2.94 Governmental Revenue Bonds Fiscal Gross Debt Service Year Revenues Principal Interest Total Coverage 2001 $15,220,985 $ 140,000 $ 65,935 $ 205,935 73.91 2002 16,268,695 486,456 320,846 807,302 20.15 2003 16,435,018 346,960 320,599 667,559 24.62 2004 19,837,894 361,290 386,228 747,518 26.54 2005 21,011,720 456,290 433,108 889,398 23.62 2006 25,018,727 452,638 415,640 868,278 28.81 2007 14,287,963 788,670 642,711 1,431,381 9.98 2008 14,529,809 708,102 501,150 1,209,252 12.02 2009 13,447,862 733,900 486,372 1,220,272 11.02 2010 12,169,295 699,010 933,536 1,632,546 7.45 Certificates of Participation Fiscal Gross Debt Service Year Revenues Principal Interest Total Coverage 2001 $15,220,985 $ 155,000 $ 253,322 $ 408,322 37.28 2002 16,268,695 160,000 245,938 405,938 40.08 2003 16,435,018 170,000 237,994 407,994 40.28 2004 19,837,894 180,000 15,768 195,768 101.33 2005 21,011,720 190,000 26,690 216,690 96.97 2006 25,018,727 205,000 16,566 221,566 112.92 2007 14,287,963 - - - 0.00 2008 14,529,809 - - - 0.00 2009 13,447,862 - - - 0.00 2010 12,169,295 - - - 0.00 Special Assessment Fiscal Gross Debt Service Year Revenues Principal Interest Total Coverage 2001 $ - $ - $ - $ - 0.00 2002 - - - - 0.00 2003 - - - - 0.00 2004 - - - - 0.00 2005 - - - - 0.00 2006 - - 176,967 176,967 0.00 2007 379,840 185,000 186,828 371,828 0.00 2008 365,810 195,000 177,577 372,577 0.98 2009 367,539 205,000 248,429 453,429 0.81 2010 368,152 215,000 152,203 367,203 1.00 Source: Town of Oro Valley Finance Department Page 112 TOWN OF ORO VALLEY, ARIZONA DEMOGRAPHIC AND ECONOMIC STATISTICS LAST TEN FISCAL YEARS (UNAUDITED) Personal Per Income Capita (thousands Personal Unemployment Year Population of dollars) Income Rate 2001 29,700 $ 980,992,800 33,030 2.0% 2002 34,050 1,158,413,770 34,021 2.0% 2003 37,260 1,305,649,691 35,042 2.9% 2004 37,700 1,360,700,031 36,093 2.6% 2005 39,310 1,461,373,787 37,176 2.5% 2006 40,215 1,539,868,259 38,291 3.0% 2007 42,551 1,678,195,258 39,440 2.6% 2008 43,651 1,773,226,205 40,623 3.0% 2009 43,694 1,828,222,176 41,841 5.1% 2010 43,521 1,875,613,105 43,097 6.2% Source: US Census Bureau, Arizona Employment statistics and Pima Association of Governments Page 113 V- 0 0 0 0 0 0 0 O O O O O O O O O O O O O O O O O Ln 0 0 0 Ln Ln O O O Ln LU O Ln O 4 M M CO N I` N- 4 CO It M ( CO N- N CO O N -- - 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(13 U U i C �i �° n a_ : F- co co a) 0) ca 0_ TOWN OF ORO VALLEY, ARIZONA WATER RATES LAST TEN FISCAL YEARS (UNAUDITED) Base Rate Tier 1 Tier 2 Tier 3 Tier 4 GPF Year monthly per 1,000 per 1,000 per 1,000 per 1,000 per 1,000 2001 $ 11.25 $ 1.78 $ 2.08 $ 2.31 N/A N/A 2002 12.00 1.90 2.35 3.00 N/A N/A 2003 12.00 1.90 2.35 3.00 N/A N/A 2004 12.30 1.92 2.55 3.25 N/A $ 0.21 2005 12.65 1.98 2.68 3.58 N/A 0.21 2006 12.65 1.98 2.68 3.58 N/A 0.21 2007 13.25 2.08 2.81 3.76 N/A 0.25 2008 13.25 2.08 2.81 3.76 $ 5.00 0.40 2009 13.91 2.18 2.95 3.95 5.25 0.55 2010 14.19 2.20 2.99 4.03 5.38 0.75 Source: Town of Oro Valley Water Utility Page 117 r- CO 00 CD N 00 d- N I` 00 0) CO 0) CD Imo- '-- N- ,- N--- N O r- N CO r N CD N V- (N O) N-- Cr) CO CD N N- N a) N. 0) OLO ,- CD N = N (3) N N CO CD O N N r- N Cr) r- CO CO O N N. 0) CO N- 0) N-- r- ,— O = ,- N CON N CO CD N N 7- N Ln O) CO Ln O N N- N CO CO 0) O0) ' CD N N. 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