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HomeMy WebLinkAbout2009 Financial StatementsKneehill County Financial Statements For the year ended December 31, 2009 Contents Auditors' Report Financial Statements Consolidated Statement of Financial Position 3 Consolidated Statement of Financial Activities 4 Consolidated Statement of Changes in Net Financial Assets 6 Consolidated Statement of Cashflows 7 Schedule of Tangible Capital Assets 8 Schedule of Net Taxes for Municipal Purposes 9 Schedule of Operating Expenses by Object 10 Schedule of Consolidated Segment Disclosure 11 Schedule of Government Transfers 12 Consolidated Notes to Financial Statements 13-33 Tel: 403 342 2500 BDO Canada LLP JBDO Fax: 403 343 3070 Millennium Centre www,bdo.ca 600, 4909 - 49th Street Red Deer AB T4N iV1 Canada To the Reeve and Council of Kneehill County We have audited the consolidated statement of financial position of Kneehill County as at December 31, 2009 and the consolidated statements of financial activities, consolidated statement of changes in net financial assets and consolidated statement of cash flaws for the year then ended. These financial statements are the responsibility of the municipal administration. Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with Canadian generally accepted auditing standards. Those standards require that we plan and perform an audit to obtain reasonable assurance 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 the municipal administration, as well as evaluating the overall financial statement presentation. In our opinion, these financial statements present fairly, in all material respects, the financial position of Kneehill County as at December 31, 2009 and the results of its financial activities and the changes in its financial position for the year then ended in accordance with Canadian generally accepted accounting principles. Chartered Accountants Red Deer, Alberta April 19, 2010 BDO Canada LLP, a Canadian limited ha OfIity partnership, Is a member of BDO Inlemattona; Lfm l led, a UK company Omited by gra ranted. and torme part of the ,ntafral.bal 600 oe[wo,P of fodependent mdmbe, firms. Kneehill County Consolidated Statement of Financial Position As at December 31, 2009 Liabilities Accounts payable and accrued liabilities 3,341,139 Restated Deposit liabilities 2009 2008 Deferred revenue (Note 7) ($) M Financial Assets 461,580 395,185 Cash and temporary investments (Note 3) 26,467,428 16,342,005 Investments (Note 3) - 12,000,000 Taxes receivable (Note 4) 315,608 271,199 Trade and other accounts receivable (Note 5) 2,225,527 2,328,454 Tax sale trust 7,235 7,235 Trochu recreation trust 1,769 - Other assets (Note 6) 121 121 14,404,022 29.017.688 30.949.014 Liabilities Accounts payable and accrued liabilities 3,341,139 2,724,371 Deposit liabilities 185,000 205,250 Deferred revenue (Note 7) 2,794,323 2,581,941 Employee benefit obligations (Note 8) 461,580 395,185 Provision for landfill closure and postclosure costs (Note 9) 66,000 57,000 Tax sale trust 7,235 7,235 Trochu recreation trust 18,101 Long term debt (Note 10) 9,638,299 10,555,909 16,493,576 16,544, 992 Net Financial Assets 12,524,112 14,404,022 Non Financial Assets Prepaid expenses 171,387 172,092 Tangible capital assets (Note 12) 74,843,391 63,398,775 Inventory of supplies (Note 13) 2,741,718 2,495,036 77,756,496 66,065,903 Accumulated Equity 90,280,608 80,469,925 Commitments (Note 19), Contingent Liabilities (Note 20) Reeve CAO 3 Kneehill County Consolidated Statement of Financial Activities For the year ended December 31, 2009 258,632 269,225 1,725,068 1,414,400 Budget 261,660 Restated 194,792 2009 2009 2008 REVENUE ($) ($) ($) Net taxes for municipal purposes (Schedule 2) 18,338,900 18,337,619 16,288,303 Sales and user charges 482,130 822,547 877,362 Sales to other governments - 33,567 11,201 Drilling licenses 80,000 157,851 218,432 Fees, licenses, permits, fines 156,550 172,753 243,856 Interest and patronage dividends 405,000 245,079 629,259 Rentals 50,700 59,255 31,374 Penalties and interest on taxes 82,000 63,713 51,194 Provincial government transfers 3,619,647 1,950,705 3,989,463 Local government transfers 258,220 266,212 223,615 Local improvement charges 82,000 342,171 81,666 Gain on disposal of assets - 100,210 138,564 Other 68,408 115,455 194,304 Total Revenue Expenses Legislative Administration Assessment Fire services and safety program Enforcement Disaster services Ambulance Transportation Bridges Water Sewer Garbage and recycling Community support services Health services and cemetery Planning Agricultural service board Parks, recreation and culture Other Total Expenses Excess of Revenue Over Expenses Before Other 112 23,623,555 22,667,137 22,978,593 613,500 258,632 269,225 1,725,068 1,414,400 1,379,911 261,660 207,627 194,792 699,455 704,368 587,178 235,157 208,619 178,683 11,500 15,015 2,875 144,500 122,858 314,793 8,853,777 7,654,279 7,766,659 540.351 589,111 579,993 2,203,323 1,339,613 995,600 178,720 139,874 78,167 337,716 345,475 379,678 679,241 886,882 849,575 44,422 58,893 12,940 376,309 319,752 264,917 424,923 388,864 380,900 579,845 436,090 402,507 - 116,795 12,736 17, 909, 467 15,207,147 14,651,129 5,714,088 7,459,990 8,327,464 Kneehill County Consolidated Statement of Financial Activities (Continued) For the year ended December 31, 2009 Excess of Revenue Over Expenses Accumulated Equity, Beginning of Year Accumulated Equity, End of Year 5 11,744,088 9,810,683 9,122,547 80,469,925 80,469,925 71,347,378 92,214,013 90,280,608 80,469,925 Budget Restated 2009 2009 2008 M M M Excess of Revenue Over Expenses Before Other 5,714,088 7,459,990 8,327,464 (continued) Other Revenue (expense) Provincial capital transfers 6,030,000 2,289,533 1,150,356 Local government capital transfers - 154,604 (39,754) Transfers to local governments for capital purposes (93,444) (315,519) Excess of Revenue Over Expenses Accumulated Equity, Beginning of Year Accumulated Equity, End of Year 5 11,744,088 9,810,683 9,122,547 80,469,925 80,469,925 71,347,378 92,214,013 90,280,608 80,469,925 Kneehill County Consolidated Statement of Changes in Net Financial Assets For the year ended December 31, 2009 Excess of Revenues Over Expenses Acquisition of tangible capital assets Proceeds on disposal of tangible capital assets Amortization of tangible capital assets Gain on disposal of tangible capital assets Acquisition of supplies inventories Acquisition of prepaid expenses Use of supplies inventories Use of prepaid expenses Decrease in Net Financial Assets Net Financial Assets, Beginning of Year Net Financial Assets, End of Year 0 Budget (2,628,957) Restated 2009 2009 2008 2,553,000 2,382,275 2,451,076 11,744,088 9,810,683 9,122,547 (20,720,800) (15,635,227) (13,886,217) 1,058,000 273,498 684,556 - 4,017,325 3,637,129 (100,210) (138,564) (19 662,800) (11,444,614) (9 703 096) (2,553,000) (2,628,957) (3,365,566) (150,000) (149,366) (172,092) 2,553,000 2,382,275 2,451,076 150,000 150,069 189,736 (245,979) (896,846) (7,918,712) (1,879,910) (1,477,395) 14,404, 022 14,404,022 15, 881,417 6,485, 310 12,524,112 14,404, 022 Kneehill County Consolidated Statement of Cashflows For the year ended December 31, 2009 10,125,423 672,427 Restated 16,342,005 2009 2008 Cash and equivalents, end of year M M Operating Represented by: Cash flows from operating activities Cash 18,383,086 Excess/(shortfall) of revenues over expenses 9,810,683 9,122,547 Non cash items included in shortfall of revenues over expenses: 26,467,428 Amortization of tangible capital assets 4,017,325 3,637,129 Gain on disposal of tangible capital assets (100,210) (138,564) Non cash charges to operations: Decrease (increase) in taxes and grants in lieu receivable (44,409) 197,680 Decrease (increase) in trade and other receivables 102,928 1,478,200 Decrease (increase) in other assets (19,871) 1 Decrease (increase) in prepaid expenses 705 19,903 Decrease (increase) in inventory of supplies for consumption (246,682) (1,017,113) Increase (decrease) in accounts payable and accrued liabilities 616,768 1,167,582 Increase (decrease) in deposit liabilities (20,250) 205,250 Increase (decrease) in employee benefit obligations 66,395 395,185 Increase (decrease) in provisions for landfill closure and postclosure 9,000 57,000 Increase (decrease) in deferred revenue 212,381 193,379 14,404,763 15,318,179 Capital Acquisition of tangible capital assets (15,635,227) (13,886,217) Proceeds on disposal of tangible capital assets 273,498 684,556 (15,361,729) (13,201,661) Investing Decrease (increase) in investments 12,000,000 (12,000,000) Financing Long term debt issued 11,000,000 Long term debt repaid (917,611) (444,091) (917,611) 10,555,909 Change in cash and equivalents during the year 10,125,423 672,427 Cash and equivalents, beginning of year 16,342,005 15,669,578 Cash and equivalents, end of year 26,467,428 16,342,005 Represented by: Cash 18,383,086 4,342,005 Temporary investments 8,084,342 12,000,000 26,467,428 16, 342, 005 Q N r M d m d d 1 m o w �o W 9 10 M m M Q c C c m m n ci N U u c A m U N m Vi m � W cU � N N r N a E e C O N r O � N ^r, W 41 d d N V/ > Q N r M d m d d 1 5 0 r m o w �o W d N � 10 M M M u E c c C c m m n ci N U u c A m L '] U m c d Y N O 0 3 m � W 5 0 r W b W N N N N d N � c T O N o a � 9 c C c m m � n o rn N m _ a N U u c A m o 'c j-, Q m c d Y N O 0 3 m O � N N r N a E c y J n W b W N N N N d N � T O app U d O c C c m m b m � n o rn N m _ a N U u c A m o 'c j-, Q m c d Y N O 0 3 W b W For the year ended December 31, 2009 Property Taxes Farmland Residential Commercial Linear property Machinery and equipment Railway Minimum tax Grants in lieu Special Benefit Levy - Linden North Special Benefit Levy - Water Service Area Less: Requisition Transfers Alberta School Foundation Kneehill Foundation Net Taxes For Municipal Purposes Kneehill County Schedule 2 - Net Taxes for Municipal Purposes Budget 2009 2008 1,417, 914 1,418,009 1,479, 786 2,209,993 2,217,546 2,119,971 1, 656, 334 1,635,555 1,381,809 12, 386,627 12,407,513 10,756, 717 4,183,399 4,166,476 4,006,861 12,995 14,499 12,910 7,500 9,383 - 2,705 3,100 2,613 61,990 64,793 57,632 1,136, 756 1,138,007 1,002,913 23,076,213 23,074,881 20,821,212 (4,729,365) (4,729,362) (4,525,109) (7,948) (7,900) (7,800) 18, 338, 900 18, 337, 619 16, 288, 303 For the year ended December 31, 2009 Kneehill County Schedule 3 - Consolidated Expenses by Object 2009 2008 Budget 2009 Restated Consolidated Expenses By Object Salaries, wages and benefits 4,705,256 4,462,325 4,135,205 Contract and general services 3,789,520 2,860,280 2,865,538 Purchases from other governments 229,000 231,736 231,475 Materials, goods, supplies, utilities 2,352,055 2,355,138 2,518,527 Transfers to other governments 233,779 222,824 218,598 Transfers to local boards and agencies 38,000 38,327 38,238 Transfers to individual and organizations 572,402 472,902 609,459 Bank charges - 5,972 9,406 Interest on debenture 1,379,130 451,369 260,250 Amortization expense 4,017,325 4,017,325 3,637,129 Property taxes cancelled - 3,189 240 Other 593,000 85,760 127,064 17, 909,467 15,207,147 14,651,129 10 N @ m U @ O O N d' 00 O (O LO N co Cl) O D LO O 00 M O M l0 M (O O N N 00 I� V N C OD N O O N M O U U @ O O M 0) M dnc'r N p'oa LU 0) 0 2 �F-� OQ 00 co W O M N N LO r ((d I� O Cl) (00 M W V O M N d' O M 00 co N N d' M N d' 1 0) O W M Cl) I� Lo V' O W 0 ( O r 0) N N O r N O M O I- 0) N W W W M m OD M (— W W V N M N 0) V M W (f. M W V O N 00 d'r O V 0) N N m N O O M O O O M d Oo M NO N O N 06 N O C M r V M 10 N N Cl) N n O co co M lCC r V C4 06 Cl) N O M m N Q1 00 M M W (O O N N N LO It OM r d L6 N 00 d' N (C rn 0) It M 00 O (O V 0 LO M N Cl) O D � O 00 r O W M0 O N O WM N 00 y NO 0) It M 00 O (O O N 0 LO M O M co N � V 0) r4h LO O 00 O O (O M O N 0 LO M LO w r r LO M N � m c I M0 O N O O N N 0 o= Y y r C a � @ a� T E U � N m CO w V N 0 C N 0) (o O n y N X O N 0 V C_ L co (0 coN IT N c M (Od' VI co O 0) O N M N d N 00 N M O 0) O (O I O OO M OO 0 O r o 0 � O 47 oc 0) 'T O O (:: 0 v N i0 Ld N � m c co (0 coN IT N c M (Od' VI co O 0) O N M N d N 00 N M O 0) O (O I O OO M OO 0 O r co 0) (fl O 0) ONV (0 V LOi0 Nm M O M O O M co 0) N � m c o Iq CA N O W N 00 v O � 0 o= Y y o 00 M co Cl) i a) V @ w � m c Cc o Q1 m N o 0 o= Y y o C O o m 0) a'�@ N U U @ .� N N Fo U) a@ �Z dnc'r N p'oa LU 0) 0 2 �F-� OQ 00 M co Cl) i Kneehill County Schedule 5 — Schedule of Government Transfers For the year ended December 31, 2009 Transfers For Operating: Provincial Government Local Government Transfers For Capital: Provincial Government Local Government 2009 Budget 2009 2008 3,619,647 1,950,705 3,989,463 258,220 266,212 223,615 3,877,867 2,216,917 4,213,078 6,030,000 2,289,533 1,150,356 - 154,604 (39,754) 6,030,000 2,444,137 1,110,602 Kneehill County Notes to Financial Statements For the year ended December 31, 2009 1. Significant Accounting Policies The financial statements of Kneehill County (the "County') are the representations of management prepared in accordance with generally accepted accounting principles for local governments established by the Public Sector Accounting Board of the Canadian Institute of Chartered Accountants. Significant aspects of the accounting policies adopted by Kneehill County are as follows: (a) Reporting Entity The financial statements reflect the assets, liabilities, revenues and expenditures, changes in fund balances and changes in cash flows of the reporting entity. The financial statements include all organizations that are accountable for the administration of their financial affairs and resources to the County and are controlled by the County. The schedule of taxes levied also includes requisitions for education, health, social and other external organizations that are not part of the municipal reporting entity. The statements exclude trust assets that are administered for the benefit of external parties. Interdepartmental and organizational transactions and balances are eliminated. (b) Basis of Accounting Revenues are accounted for in the period in which the transactions or events occurred that gave rise to the revenues. Funds from external parties and earnings thereon that are restricted by agreement or legislation are accounted for as deferred revenue until used for the purpose specified. Government transfers are recognized in the financial statements as revenues in the period that the events giving rise to the transfer occurred, providing the transfers are authorized, the County has met any eligibility criteria, and reasonable estimates of the amounts can be made. Expenditures are recognized in the period the goods and services are acquired and a liability is incurred or transfers are due. (c) Use of Estimates The preparation of financial statements in conformity with Canadian generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amount of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of revenues and expenditures during the period. Where measurement uncertainty exists, the financial statements have been prepared within reasonable limits of materiality. Actual results could differ from those estimates. 13 Kneehill County Notes to Financial Statements For the year ended December 31, 2009 1. Significant Accounting Policies (Continued) (d) Temporary Investments Temporary investments are recorded at cost and represent short-term bank deposits with original maturities of 90 days or less. The short-term bank deposits earn interest at a rate of 0.5% per annum. (e) Investments Investments are recorded at cost and represent short-term bank notes and deposits that have an effective interest rates of .75% to 2.0% and mature in less than one year but after 90 days. (f) Inventories for Consumption Inventories of materials and supplies for consumption are valued at the lower of cost or replacement value with cost determined by the average cost method. Inventory of gravel is as determined by perpetual records and is recorded in the accounts to the extent of royalties, land costs, crushing costs incurred, hauling, and rental equipment costs. Land held for resale is recorded at the lower of cost or net realizable value. Cost includes costs for land acquisition and improvements required to prepare the land for servicing such as clearing, stripping and leveling charges. Related development costs incurred to provide infrastructure such as water and wastewater services, roads, sidewalks and street lighting are recorded as physical assets under their respective function. (g) Pension Expenditure The County participates in a multi-employer defined benefit pension plan. This plan is accounted for as a defined contribution plan. (h) Landfill closure and post -closure liability Pursuant to the Alberta Environmental Protection and Enhancement Act, the town is required to fund the closure of its landfill site and provide for post -closure care of the facility. Closure and post -closure activities include the final clay cover, landscaping, as well as surface and ground water monitoring, leachate control, and visual inspection. The requirement is being provided for over the estimate of the estimated remaining life of the landfill site based on usage. (i) Government Transfers Government transfers are the transfer of assets from senior levels of government that are not the result of an exchange transaction, are not expected to be repaid in the future, or as a result of a direct financial return. Government transfers are recognized in the financial statements as revenue in the period in which events giving rise to the transfer occur, providing the transfers are authorized, any eligibility criteria have been met, and reasonable estimates of the amounts can be determined. Kneehill County Notes to Financial Statements For the year ended December 31, 2009 1. Significant Accounting Policies (Continued) (il Recuisition Over -levy and Under -levy Over -levies and under -levies arise from the difference between the actual property tax levy made to cover each requisition and the actual amount requisitioned. If the actual levy exceeds the requisition, the over -levy is accrued as a liability and property tax revenue is reduced. Where the actual levy is less than the requisition amount, the under -levy is accrued as a receivable and as property tax revenue. Requisition tax rates in the subsequent year are adjusted for any over -levies or under -levies of the prior year. W Non-financial Assets Non-financial assets are not available to discharge existing liabilities and are held for use in the provision of services. They have useful lives extending beyond the current year and are not intended for sale in the normal course of operations. The change in non-financial assets during the year, together with the excess of revenues over expenses, provides the consolidated Change in Net Financial Assets for the year. i. Tangible Capital Assets Tangible capital assets are recorded at cost which includes all amounts that are directly attributable to acquisition, construction, development or betterment of the asset. The cost, less residual value, of the tangible capital assets is amortized on a straight-line basis over the estimated useful life as follows: Years Land improvements 10-20 Buildings 25-50 Engineered Structures Water system 15-75 Wastewater system 25-60 Other engineered systems 6-50 Machinery and equipment 5-45 Vehicles 5-20 Assets under construction are not amortized until the asset is available for productive use. ii. Contributions of Tangible Capital Assets Tangible capital assets received as contributions are recorded at fair value at the date of receipt and also are recorded as revenues. 1tly Kneehill County Notes to Financial Statements For the year ended December 31, 2009 1. Significant Accounting Policies (Continued) iii. Leases Leases are classified as capital or operating leases. Leases which transfer substantially all of the benefits and risks incidental to ownership of property are accounted for as capital leases. All other leases are accounted for as operating leases and the related lease payments are charged to expenses as incurred. iv. Inventories Inventories held for consumption are valued at the lower of cost or replacement value with cost determined by the average cost method. 2. Compliance to Budget Requirements The legislative requirements for the Budget are that cash inflows for the period must be equal cash outflows. Cash inflows and outflows could include such items as: debt proceeds and debt payments, transfers to and from reserves, and asset sale proceeds. These items are not recognized as revenues or expenses in the Statement of Operations as they do not meet those definition in the public sector accounting standard requirements. The legislation does not require (but does preclude) the funding of the cash items as liability accruals or amortization to provide for future cash requirements, thus, there is no requirement to include them in the budget. However, these items are recognized as expenses in the Statement of Operations. The financial items included in the legislative budget and the Public Sector Accounting Statement is different. The purpose of this note is to explain the difference between the two requirements and demonstrate how the requirements for a balanced budget have been met. 16 Kneehill County Notes to Financial Statements For the year ended December 31, 2009 2. Compliance to Budget Requirements (Continued) Revenue Net taxes for municipal purposes Sales and user charges Sales to governments Drilling licenses Fees, licenses, permits, fines Interest and patronage dividends Rentals Penalties and interest Provincial government transfers Local government transfers Local improvement charges Gain on sale of assets Other Total revenue Expenses Legislative Administration Assessment Fire services and safety program Enforcement Disaster services Ambulance Transportation Bridges Water Sewer Garbage and recycling Community support services Health services and cemetery Planning Agricultural service board Parks, recreation and culture Other Total expenditures Financial Plan Amortization Reallocating Fiscal Plan per BCapital Financial Bylaw Allocation Expenditures Statements $18,338,900 $ $ $18,338,900 $18,337,619 482,130 - - 482,130 822,547 1,725,068 - 33,567 80,000 80,000 157,851 156,550 - - 156,550 172,753 405,000 - - 405,000 245,079 50,700 - 50,700 59,255 82,000 - - 82,000 63,713 3,619,647 - - 3,619,647 1,950,705 258,220 - - 258,220 266,212 82,000 - - 82,000 342,171 368,635 (1,030,000) - 100,210 68,408 - - 68,408 115,455 1,339,613 147,003 31,717 23,623,555 - - 23,623,555 22,667,137 613,500 613,500 258,632 1,685,968 39,100 1,725,068 1,414,400 261,660 261,660 207,627 512,503 186,952 699,455 704,368 235,157 235,157 208,619 11,500 11,500 15,015 144,500 - 144,500 122,858 9,392,677 3,017,100 (3,556,000) 8,853,777 7,654,279 1,201,716 368,635 (1,030,000) 540,351 589,111 1,915,325 287,998 2,203,323 1,339,613 147,003 31,717 178,720 139,874 325,972 11,744 337,716 345,475 679,241 679,241 886,882 36,554 7,868 44,422 58,893 376,309 376,309 319,752 382,156 42,767 424,923 388,864 556,405 23,440 579,845 436,090 18,478,146 4,017,321 (4 586 000) 17,909,467 15,207 147 Excess (deficiency) of revenue over expenses 5,145,409 (4 017 321) 4,586,000 5 714 088 7,459,990 irl For the year ended December 31, 2009 Kneehill County Notes to Financial Statements 2. Compliance to Budget Requirements (Continued) Reallocating Fiscal Plan Per Financial Plan Amortization Capital Financial Bylaw Allocation Expenditures Statements Actual Other Provincial capital transfers 6,030,000 6,030,000 2,289,533 Local government capital transfers - - 154,604 Transfers to local governments for capital purposes - - - - (93,444) $ 11,175,409 $ (4,017,321) $ 4,586,000 $ 11 744,088 $ 9,810,683 Debenture Debt 6,300,000 - - 6,300,000 Sale ofAssets 1,058,000 - 1,058,000 Capital Expenditures (16,134,800) - (4,586,000) (20,720,800) (15,635,227) Inter -fund transfers (1,480,998) - (1,480,998) (1,717,239) Additional transfers 4,310,063 Proceeds - - - - 273,498 Debt repayment (917,611) (917,611) (917,611 ) (4,017,321) (3,875,833) Add Back: Non-cash items Amortization 4,017,321 Gain on sale of assets (100,210) 41,278 1V For the year ended December 31, 2009 3. Cash and Temporary Investments Cash Temporary investments Investments Kneehill County Notes to Financial Statements 2009 ($) $18,383,086 8,084,342 26,467,428 $26,467,428 2008 ($) $4,342,005 12,000,000 16,342,005 12,000,000 $28,342,005 A line of credit of $3,000,000 is available to the County should the need arise at a floating rate of prime rate minus 0.75%. Included in cash and temporary investments is $2,794,323 (2008 — $2,581,941) received from the province of Alberta restricted for future projects (Note 7). Investments of $12,000,000 matured during the year and are now included in cash. 4. Taxes Receivable 2009 2008 ($) ($) Current taxes and grants in place of taxes $275,294 $219,688 Tax arrears and grants in place of taxes 116,889 73,886 392,183 293,574 Less: allowance for doubtful tax accounts (76,575) (22,375) $315,608 $271,199 5. Trade and Other Accounts Receivable 2009 2008 ($) ($) Provincial grants $1,482,020 $1,518,931 GST Receivable 360,914 316,058 Trade and other 382,593 493,465 $2,225,527 $2,328,454 19 Kneehill County Notes to Financial Statements For the year ended December 31, 2009 6. Other Assets 2009 2008 Alberta Capital Finance Authority, shares, at cost 121 121 7. Deferred Revenue The vacation and sick benefits liability is comprised of vacation and sick days credits that employees are deferring to future years. Employees have either earned the benefits (and are vested) or are entitled to these benefits within the next budget year. 20 2009 2008 ($) ($) Alberta Municipal Infrastructure Program $1,615,047 $920,807 New Deal for Cities and Communities 203,264 - Street Improvement Program 88,288 64,648 Emergency Management Program Grant 8,700 - Municipal Sustainability Initiative 847,001 1,578,231 Kneehill Community Resource Program 23,000 - F.C.S.S. 5,271 14,524 Public Health - C.B.I. 3,752 3,731 $ 2,794,323 $2,581,941 8. Employee Benefit Obligations 2009 2008 ($) ($) Accrued sick benefits $301,293 $256,928 Accrued vacation 160,287 138,257 $461,580 $395,185 The vacation and sick benefits liability is comprised of vacation and sick days credits that employees are deferring to future years. Employees have either earned the benefits (and are vested) or are entitled to these benefits within the next budget year. 20 Kneehill County Notes to Financial Statements For the year ended December 31, 2009 9. Provision for Landfill Closure & Postclosure Costs Alberta environmental law requires closure and post closure care of landfill sites, which includes final covering and landscaping, pumping of ground water and leachates from the site, and ongoing environmental monitoring, site inspections and maintenance. The estimated total liability is based on the sum of discounted future cash flows for closure and post -closure activities for 25 years after closure using a discount rate of 4.4% and assuming annual inflation of 3%. The accrued liability portion is based on the cumulative capacity used at year end compared to the estimated total landfill capacity. The total capacity of the site is estimated at 47,520 cubic meters. The existing landfill site is expected to reach capacity in approximately the year 2030. The county has not designated assets for settling closure and post -closure liabilities. Estimated closure costs Estimated post -closure costs Estimated total liability Estimated capacity remaining Portion of total liability remaining to be recognized Estimated capacity used Accrued liability portion 21 2009 2008 $78,000 $78,000 110,000 110,000 $188,000 $188,000 65% 70% 122,000 131,000 35% 30% 66,000 57,000 Kneehill County Notes to Financial Statements For the year ended December 31, 2009 10. Long Term Debt 2009 2008 Tax supported debentures $9,638,299 $10,555,909 The current portion of long-term debt amounts to $958,298 (2008 - $917,611) Principal and interest repayments are as follows: Principal Interest Total 2010 $958,298 $412,332 $1,370,630 2011 1,000,788 369,842 1,370,630 2012 1,045,163 325,467 1,370,630 2013 1,091,506 279,124 1,370,630 2014 1,139,903 230,727 1,370,630 Thereafter 4,402,641 394,565 4,797,206 $9,638,299 $2,012,057 $11,650,356 Debenture debt is repayable to the Alberta Municipal Financing Corporation and bears interest at a fixed rate of 4.3859% per annum, before Provincial subsidy, and matures on June 16, 2018. Debenture debt is issued on the credit and security of Kneehill County at large. Interest on debenture debt amounted to $451,369 (2008 - $260,250) Total cash payments for interest in 2009 were $453,019 (2008 - $241,224). 22 Kneehill County Notes to Financial Statements For the year ended December 31, 2009 11. Debt Limits Section 276(2) of the Municipal Government Act requires that debt and service on debt limits as defined by Alberta Regulation 255/00 for the County be disclosed as follows: 2009 2008 Total debt limit 32,749,341 32,533,158 Total debt 9,638,299 10,555,909 Amount of debt limit unused 23,111,042 21,977,249 Debt servicing limit 5,458,224 5,422,193 Debt servicing 1,370,630 1,370,630 Amount of debt servicing limit unused 4,087,594 4,051,563 The d ebt I imit i s calculated at . 5 times revenue of the municipality (as defined in Alberta Regulation 255/00) and the debt service limit is calculated at 0.25 times such revenue. Incurring debt beyond these limitations requires approval by the Minister of Municipal Affairs. These thresholds are guidelines used by Alberta Municipal Affairs to identify municipalities that could be at financial risk if further debt is acquired. The calculation taken alone does not represent the financial stability of the municipality. Rather, the financial statements must be interpreted as a whole. 23 Kneehill County Notes to Financial Statements For the year ended December 31, 2009 12. Tangible Capital Assets 2009 2008 Net Book Value Land $1,315,284 $1,102,767 Land improvements 123,376 108,782 Buildings 1,715,852 1,754,048 Engineered Structures 78,280 75,894 Water 24,255,288 14,542,435 Sewer 592,263 623,981 Towers 228,727 197,011 Dams 103,028 107,375 Transportation 22,104 25,262 Bridges 8,386,394 8,181,338 Roads 27,465,600 27,671,096 Machinery and equipment 6,433,688 5,012,458 Vehicles 4,201,787 4,072,222 $74,843,391 $63,398,775 13. Inventory of Supplies Gravel Other transportation amounts Other Land held for resale 24 2009 2008 $2,347,569 $2,094,872 255,342 245,990 62,913 78,280 75,894 75,894 $2,741,718 $2,495,036 0 25 Operating Reserves Contingency Information Technology Administration Joint Community Summit Doctor Recruitment Fuel stabilization Gravel Water Sewer FCSS Kneehill Community Resource Program Planning Agricultural Service Board Special Projects Parent Link Parks $7,834,407 141,888 67,120 Kneehill County - Notes to Financial Statements For the year ended December 31, 2009 54,940 57,330 14. Equity in Non Financial Assets 369,383 2,060,175 1,530,128 2009 2008 Tangible capital assets $135,125,232 $120,326,663 Accumulated amortization (60,281,841) (56,927,888) Inventory of supplies 2,741,718 2,495,036 Prepaid expenses 171,387 172,092 Long term debt (9,638,299) (10,555,909) $ 68,118,197 55,509,994 15. Reserves 2008 Transfers Transfers 2009 (Restated) In Out 25 Operating Reserves Contingency Information Technology Administration Joint Community Summit Doctor Recruitment Fuel stabilization Gravel Water Sewer FCSS Kneehill Community Resource Program Planning Agricultural Service Board Special Projects Parent Link Parks $7,834,407 141,888 67,120 163,782 - 44,700 57,825 54,940 57,330 - 369,383 2,060,175 1,530,128 49,934 - 44,632 - 43,348 10,250 48,637 209 42,772 1,767 75,922 - 19,278 - 121 39,174 25,000 10, 644, 311 2,138,411 $7,520,443 44,100 163,782 52,595 49,934 44,632 30,000 75,922 47,706 8,029,114 $313,964 164,908 102,525 59,675 369,383 3,590,303 53,598 48,846 14,539 19,278 121 16,468 4,753,607 For the year ended December 31, 2009 15. Reserves (Continued) Capital Reserves Administration Assessment Capital Equipment Replacement Building Reserve Bridges Roads (formerly transportation) Water WSA Sewer Planning Agricultural Service Board Environmental (formerly garbage) Recreation and Leisure Funding Torrington 16. Accumulated Equity Notes to FinaKneehill Count ncial Statements 2008 (Restated) Transfers Transfers 2009 In 76,792 4,818 76,792 _ 1,036,33411819,968 4,818 2.445,723 348,567 5,530,128 163,578 410,578 407,000 286,617 5,715,117 1,815,623 1,986,123 35,604 693,617 22,424 395,434 3,766,142 7, 507, 291 3, 575,152 _ 8,104,265 417,858 194.632 2,978,178 13,525 194,632 19,845 13,525 113, 85319, 300,000 845 74,000 413,853 53,800 74,000 11,419,872 —� — 4 14,162,054 �— 10,850 53,800 14,7 22, 064,183 —� 16,300,465 —� 18,8— 9� 19,4_71,383 Accumulative equity consists of unrestricted amounts and equity in non financial assets as follows: 2009 2008 Residual Equity M (g) Equity in Non Financial Assets (Note 14) 2,691,028 2,895,748 Reserves (Note 15) 68,118,197 55,509,994 19� 2- 90,280,608 80,469 925 26 Kneehill County Notes to Financial Statements For the year ended December 31, 2009 17. Salary and Benefits Disclosure Required disclosure of salaries and benefits for elected municipal officials, the chief administrative officer and designated officers, as required by Alberta Regulation 313/2000, is as follows: No. of Salary & Benefits & No. of 2008 Councilor/Division Persons Fees Allowances 2009 Total Persons Total Division 1 1 $22,562 $3,437 $25,999 1 $27,593 Division 2 1 29,454 3,437 32,891 1 34,009 Division 3 1 15,180 3,437 18,617 1 18,881 Division 4 1 20,271 3,437 23,708 1 21,917 Division 5 1 26,824 3,437 30,261 1 29,129 Division 6 1 21,204 3,437 24,641 1 22,511 Division 7 1 22,866 3,437 26,303 1 25,026 Chief Administrative Offioer 1 $123,053 $16,897 $139,950 1 $133,278 Other Designated Officers 3 200,744 27,278 228,022 3 164,719 (1) Salary includes regular base pay, bonuses, overtime, lump sum payments, gross honoraria and any other direct cash remuneration. (2) Employer's share of all employee benefits and contributions or payments made on behalf of employees including pension, health care, dental coverage, vision coverage, group life insurance, accidental disability and dismemberment insurance, long and short term disability plans, professional memberships and tuition. (3) Benefits and allowances includes the employer's share of travel, cell phone and car allowances. 18. Local Authorities Pension Plan Employees of Kneehill County participate in the Local Authorities Pension Plan (LAPP), which is administered in compliance with the Public Sector Pension Plans Act. The Plan is financed by employer and employee contributions and by investment earnings of the LAPP Fund. Kneehill County is required to make current service contributions to the Plan of 8.46% of pensionable payroll up to the year's maximum pensionable earnings under the Canada Pension Plan (CPP) and 11.66% of pensionable earnings above this amount. Employees of the County are required to make current service contributions of 7.46% of pensionable salary up to the year's maximum pensionable salary and 10.66% on pensionable salary above this amount. Total employer contributions by Kneehill County to the LAPP in 2009 were $240,982 (2008 $210,282). Total current contributions by the employees of Kneehill County to the LAPP in 2009 were $216,175 (2008 - $189,282). At December 31, 2008, the Plan disclosed an actuarial deficiency of $4.4 billion. 27 Kneehill County Notes to Financial Statements For the year ended December 31, 2009 19. Commitments (a) Kneehill County has entered into a Master Fire Protection Agreement with the following Municipalities to provide fire protection services to rural residents in the County, from 2009 to 2011 inclusive. The County's 2011 commitment will be indexed by the cost of living index established by the Province of Alberta for October of the previous calendar year: (b) Kneehill County has entered into contracts for 2010 to provide peace officer and by-law enforcement services at a cost recovery rate of $65/hour for the following Municipalities: Town of Three Hills - 8 hours/week service Village of Acme - 4 hours/week service Village of Carbon - 2 hours/week service (c) In 2010, Kneehill County became the managing partner of the Kneehill Regional Water Services Commission for a three year term. The County will receive $20,000 for administration fees to provide support services to the Commission. (d) Kneehill County has committed resources in 2010 to the Selkirk and Kirkpatrick Water Service Area projects which includes construction of a new water reservoir for Selkirk, and distribution lines for the residents in those water service areas. The total estimated cost is $11,726,000 and is being financially supported by the Provincial and Federal Governments under the Building Canada Fund and Municipal Sustainability Initiative. 20. Contingent Liabilities (a) Kneehill County is from time to time a defendant in various actions seeking damages for actions by, and events occurring in the County. No provision has been made on the statement of financial position for the various lawsuits and legal claims filed against the County. It is the opinion of management that the County has minimal exposure to these actions or the potential liability will be fully covered by the insurance in place for such events. (b) The County is a member of the Alberta Municipal Insurance Exchange (MUNIX). Under the terms of membership, Kneehill County could become liable for its proportionate share of any claim losses in excess of the funds held by the exchange. (c) Kneehill County operates several gravel pits to supply raw materials used in the ongoing maintenance of roads. The County is responsible for the costs of reclaiming the gravel pits at the end of production in accordance with provincial legislation. As of the reporting date, 2010 2009 Town of Three Hills $45,765 $ 45,720 Town of Trochu 29,036 29,006 Village of Linden 40,640 40,599 Village of Acme 37,565 37,527 Village of Carbon $37,565 37,527 (b) Kneehill County has entered into contracts for 2010 to provide peace officer and by-law enforcement services at a cost recovery rate of $65/hour for the following Municipalities: Town of Three Hills - 8 hours/week service Village of Acme - 4 hours/week service Village of Carbon - 2 hours/week service (c) In 2010, Kneehill County became the managing partner of the Kneehill Regional Water Services Commission for a three year term. The County will receive $20,000 for administration fees to provide support services to the Commission. (d) Kneehill County has committed resources in 2010 to the Selkirk and Kirkpatrick Water Service Area projects which includes construction of a new water reservoir for Selkirk, and distribution lines for the residents in those water service areas. The total estimated cost is $11,726,000 and is being financially supported by the Provincial and Federal Governments under the Building Canada Fund and Municipal Sustainability Initiative. 20. Contingent Liabilities (a) Kneehill County is from time to time a defendant in various actions seeking damages for actions by, and events occurring in the County. No provision has been made on the statement of financial position for the various lawsuits and legal claims filed against the County. It is the opinion of management that the County has minimal exposure to these actions or the potential liability will be fully covered by the insurance in place for such events. (b) The County is a member of the Alberta Municipal Insurance Exchange (MUNIX). Under the terms of membership, Kneehill County could become liable for its proportionate share of any claim losses in excess of the funds held by the exchange. (c) Kneehill County operates several gravel pits to supply raw materials used in the ongoing maintenance of roads. The County is responsible for the costs of reclaiming the gravel pits at the end of production in accordance with provincial legislation. As of the reporting date, these costs are not determinable. Kneehill County Notes to Financial Statements For the year ended December 31, 2009 21. Financial Instruments The County's financial statements contain various financial instruments. It is management's opinion that the County is not exposed to significant interest or currency risks arising from these financial instruments. The County is subject to credit risk with respect to taxes and accounts receivable. Credit risk arises from the possibility that taxpayers and entities to which the County provides services may experience financial difficulty and be unable to fulfill their obligations. The large number and diversity of taxpayers and customers minimizes the credit risk The County is exposed to concentration of credit risk, as all cash is held in one financial institution thereby exposing the County to the risk of this institution. The County is subject to risk related to its long term debt as the interest rate is fixed. Should market interest rates vary significantly, the County could be paying interest at a rate either higher or lower than market rates. Unless otherwise noted, the fair value of these financial instruments approximates their carrying values. 29 Kneehill County Notes to Financial Statements For the year ended December 31, 2009 22. Prior Period Adjustment The County has restated its financial statements to comply with provisions of Section 3150 of the Public Sector Accounting Handbook, which requires governments to record and amortize their Tangible capital assets on their financial statements. In addition, revenue from contributed assets and government grants and transfers relating to capital acquisitions has been included in income. The County also recorded a liability for landfill closure costs previously not recorded and increased the cost of inventory to reflect the cost of hauling the inventory to stock piles. These adjustments are as follows: 2008 Adjustments to fund balances: Fund balances previously reported 53,932,229 Adjustment to book value of tangible capital assets 26,362,984 Adjustment to landfill closure liability (57,000) Adjustment to gravel inventory 231,712 80,469,925 Adjustments to capital assets: Capital assets as previously reported 37,035,792 Adjustment to historical cost of capital assets 83,290,871 Adjustment to accumulated amortization of assets (56,927,888) 63,398,775 Adjustments to excess(deficiency) of revenue over expenses: Deficiency of revenue over expenses as previously reported (672,530) Adjustment to consolidated expenses 13,903,663 Adjustment to amortization (3,637,129) Adjustment to loss on disposal of assets 138,564 Adjustment to proceeds from disposal of assets (684,556) 9,048,012 Adjustment to gravel inventory expenses 131,535 Adjustment to landfill postclosure expense (57,000) 9,122, 547 30 Kneehill County Notes to Financial Statements For the year ended December 31, 2009 23. Segmented Information for Annual Financial Reports General Situated in the heart of central Alberta, Kneehill County is a progressive rural municipality comprised of approximately 815,000 acres of land and 2,000 kilometers of developed roads. Agriculture remains the backbone of the local economy, complemented by a strong oil and gas industry. Kneehill County is first and foremost a rural community that values safety and good government for their citizens. Responsible development is encouraged that supports our resource-based economy, while at the same time investing in and enhancing infrastructure and services to citizens. Our municipality continues to promote environmental responsibility, prosperity, and positive relationships with citizens, private sector and government partners. A wide range of services are provided by departments and for management purposes, their operations and activities are organized and reported by fund. Certain departments that have been separately disclosed in the segmented information, along with the services they provide, are as follows: Agriculture Services The Agriculture Services Department focuses on the need to maintain agricultural production and profitability with an emphasis on helping farmers help themselves. It involves the participation of ratepayers and the cooperation of Alberta Agriculture Food and Rural Development. The key priorities and goals of the department are to advise landowners concerning proper land utilization with a view of improving their economic well being. Priorities include advising landowners of effective methods to control weeds, diseases, insects and predators along with the prevention of soil and water degradation. Corporate and Financial Services The Corporate and Financial Services Department focuses on the delivery of quality services to customers at a reasonable cost. Along with meeting all of the financial reporting requirements, this department is also instrumental in ensuring legislative requirements are met associated with assessment and taxation. Additional support services initiated by this department include GPS. Records management, Information Technology and Human Resources. The goal of the Corporate Services team is the delivery of customer service in a friendly, courteous and helpful manner guided by integrity and fairness. 31 Kneehill County Notes to Financial Statements For the year December 31, 2009 23. Segmented Information for Annual Financial Reports — 2010 (Continued) Protective Services Kneehill County's Protective Services Section includes that of both Fire Services and Enforcement (Peace Officer) Services. Fire Services provides emergency fire protection and preventative services that mitigate loss of life and property with professionally trained volunteers and modern response equipment. Kneehill County support operating contracts with each of the six urban fire departments in addition to major contributions emergency response vehicles. Emergency preparedness planning is also led by Kneehill County through the implementation of a regional with all urban centres within our boundaries. Kneehill County identified a need for protection of municipal infrastructure and the need to enhance public safety. Our Peace Officers enhance some services provided by the local RCMP in addition to the protection of municipal infrastructure and enforcement of municipal bylaws. Enforcement assistance is also provided to other County departments such as Planning and Operations. Planning and Development The Planning and Development Department promotes the incorporation of progressive planning and development practices into the organizations daily operations, along with orderly development and land use practices benefitting residents and minimizing conflicting uses. These practices centre around environmental stewardship, the notion of shared responsibilities in a global community, quality, livable communities and public participation. Recent initiatives of the department include the development of Intermunicipal Development Plans with neighboring municipalities, an Environmentally Significant Areas Assessment and an Integrated Community Sustainability Plan. Long-term planning is supported the Municipal Development Plan and Land Use Bylaw which reflect the vision and expectations of County residents. Operations The Operations Department oversees many responsibilities including that of construction, maintenance and dust control of roads. Kneehill County has over 200 bridge crossing sites that are also maintained by this department. The oil and gas sector along with the development of large feedlots and new grain elevators have had significant impacts on the growth of the County and the resulting effects on our transportation corridors. In addition to the rural transportation routes, the Operations Department also provides services in five major hamlets located within our boundaries. WA Kneehill County Notes to Financial Statements For the year ended December 31, 2009 23. Segmented Information for Annual Financial Reports - 2010 (Continued) Environmental, Water, Wastewater Major infrastructure projects have taken place under the direction of Council in the area of potable water distribution. As a member of the Kneehill Regional Water Commission, the County has diligently worked to bring water to areas of the County where safe potable water is not available through the traditional well systems. Major completion of these distribution lines is expected to be completed in 2012. Other water distribution systems located throughout the County are also part of this operation. The wastewater needs of our local hamlets are also met by this department. As a member of the Drumheller and District Solid Waste Management Association, various transfer sites provide for the collection and disbursement of solid waste. Expansion to handle various recyclables at these stations along with initiatives in the areas of agricultural plastic recycling have also been facilitated through this relationship. Parks and Recreation Under the direction of the Operations Department, the County is responsible for the maintenance and operation of various municipal parks and campgrounds. Enhancements over the past several years have increased the level of services available at various locations. A Recreation Master Plan completed several years ago was the basis for the development of both major annual operating and capital contributions towards the various recreational facilities (arenas, swimming pools) located within our urban centres in Kneehill County. Social and Community Services Kneehill Regional FCSS is partnership between the Province and the six municipalities located within the boundaries of Kneehill County. An elected officials board sets the direction for the program and makes the funding decisions for preventative based programs. Other programs that are administered under the FCSS Director include the Kneehill Community Resource Program, Parent Link Program and Community Building Initiatives. Services provided care for and strengthen the quality of life for all citizens, through volunteering, consulting and providing services to meet needs where they exist. 24. Comparative Figures Some of the comparative figures have been reclassified to conform to the current year's presentation. 25. Approval of Financial Statements Council and Management have approved these financial statements. 33