Loading...
HomeMy WebLinkAbout2022 Financial Statements Kneehill County Financial Statements For the year ended December 31, 2022 Kneehill County Financial Statements For the year ended December 31, 2022 Contents Auditors' Report 1 Financial Statements Statement of Financial Position 3 Statement of Operations 4 Statement of Change in Net Financial Assets 5 Statement of Cash Flows 6 Summary of Significant Accounting Policies 7 - 9 Notes to the Financial Statements 10-29 I Tel: 403 342 2500 BDO Canada LLP BDO Fax: 403 343 3070 Suite 100 179D Leva Avenue www.bdo.ca Red Deer County AB T4E 1 B9 Canada Independent Auditor's Report To the Reeve and Council of Kneehill County Opinion We have audited the financial statements of Kneehill County, which comprise the statement of financial position as at December 31, 2022, and the statement of operations, statement of changes in net financial assets, and statement of cash flows for the year then ended, and notes to the financial statements, including a summary of significant accounting policies. In our opinion, the accompanying financial statements present fairly, in all material respects, the financial position of the Entity as at December 31, 2022 and its financial performance and its cash flows for the year then ended in accordance with Public Sector Accounting Standards. Basis for Opinion We conducted our audit in accordance with Canadian generally accepted auditing standards. Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Financial Statements section of our report. We are independent of the Entity in accordance with the ethical requirements that are relevant to our audit of the financial statements in Canada, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. Responsibilities of Management and Those Charged with Governance for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with Public Sector Accounting Standards, and for such internal control as management determines is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, management is responsible for assessing the Entity's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless management either intends to liquidate the Entity or to cease operations, or has no realistic alternative but to do so. Those charged with governance are responsible for overseeing the Entity's financial reporting process. Auditor's Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with Canadian generally accepted auditing standards will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements. BDO Canada LLP,a Canadian limited liability partnership,is a member of BDO International Limited,a UK company limited by guarantee,and forms part of the internatiional BDO network of independent member firms Independent Auditor's Report, continued As part of an audit in accordance with Canadian generally accepted auditing standards, we exercise professional judgment and maintain professional skepticism throughout the audit. We also: • Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, design and perform audit procedures responsive to those risks, and • Obtain audit evidence that is sufficient and appropriate to provide a basis for our opinion. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. • Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Entity's internal control. • Evaluate the appropriateness of accounting policies used and the reasonableness of accounting estimates and related disclosures made by management. • Conclude on the appropriateness of management's use of the going concern basis of accounting and, based on the audit evidence obtained, whether a material uncertainty exists related to events or conditions that may cast significant doubt on the Entity's ability to continue as a going concern. If we conclude that a material uncertainty exists, we are required to draw attention in our auditor's report to the related disclosures in the financial statements or, if such disclosures are inadequate, to modify our opinion. Our conclusions are based on the audit evidence obtained up to the date of our auditor's report. However, future events or conditions may cause the Entity to cease to continue as a going concern. • Evaluate the overall presentation, structure and content of the financial statements, including the disclosures, and whether the financial statements represent the underlying transactions and events in a manner that achieves fair presentation. • Obtain sufficient appropriate audit evidence regarding the financial information of the entities or business activities within the Entity to express an opinion on the financial statements. We are responsible for the direction, supervision and performance of the audit. We remain solely responsible for our audit opinion. We communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant deficiencies in internal control that we identify during our audit. BOO Ga tad z UP Chartered Professional Accountants, Red Deer, Alberta June 27, 2023 Kneehill County Statement of Financial Position December 31 2022 2021 Financial assets Cash and cash equivalents (Note 1) $ 26,093,046 $ 6,560,055 Investments (Note 2) 41,898,411 46,000,269 Taxes receivable (Note 3) 1,024,081 4,289,284 Accounts receivable (Note 4) 3,862,215 5,531,033 Land held for resale 75,899 75,899 72,953,652 62,456,540 Liabilities Accounts payable and accrued liabilities 2,035,020 2,432,162 Employee benefit obligation (Note 5) 835,077 965,504 Deposit liabilities 110,000 110,000 Deferred revenue (Note 6) 5,662,220 4,917,383 Solid waste closure and post-closure liabilities (Note 7) 551,741 594,503 Liability for contaminated sites (Note 9) 416,475 397,400 9,610,533 9,416,952 Net financial assets 63,343,119 53,039,588 Non-financial assets Tangible capital assets (Note 9) 114,187,767 118,811,502 Inventory for consumption (Note 10) 8,396,169 8,320,944 Prepaid expenses 272,808 238,532 122,856,744 127,370,978 Accumulated surplus (Note 12) $ 186,199,863 $ 180,410,566 Debenture debt limits (Note 19) Contingencies (Note 20) Commitments (Note 21) The accompanying summary of significant accounting policies and notes are an integral part of these financial statements 3 Kneehill County Statement of Operations Budget For the year ended December 31 2022 2022 2021 Revenue Net municipal taxes (Note 14) $ 24,063,622 $ 24,082,800 $ 23,532,008 Government transfers for operating (Note 15) 314,861 353,176 523,516 Sales and user fees 533,580 1,992,503 1,830,649 Rental revenue 145,846 139,600 141,770 Investment income 527,800 1,251,242 339,772 Penalties and costs on taxes 110,000 1,154,475 1,200,609 Fines and costs 17,000 5,752 13,274 Other 111,100 662,451 418,077 Local improvement tax 281,485 328,254 383,878 Sales to other governments 108,848 112,186 133,109 Gain/(loss) on disposal of assets - (2,326) 1,029 26,214,142 30,080,113 28,517,691 Expenditures (Note 16) Legislative 1,106,301 971,565 495,127 Administration and Assessment 4,889,827 4,171,887 4,676,322 Protective services 2,461,341 2,176,622 2,077,433 Transportation 10,849,408 11,509,571 11,890,436 Water and wastewater 3,039,162 3,069,861 3,006,211 Waste management 615,387 526,492 645,214 Public health and welfare 220,517 191,317 194,656 Planning and development 567,429 547,609 552,740 Economic/ Agricultural development 1,057,068 716,955 854,358 Parks, recreation and culture 1,630,663 1,219,679 848,897 26,437,103 25,101,558 25,241,394 Excess (deficiency) of revenue over expenditures - before other (222,961) 4,978,555 3,276,297 Other Government transfers for capital (Note 15) 322,500 810,742 4,789,472 Excess of revenue over expenditures 99,539 5,789,297 8,065,769 Accumulated surplus, beginning of year 180,410,566 180,410,566 172,344,797 Accumulated surplus, end of year $ 180,510,105 $ 186,199,863 $ 180,410,566 The accompanying summary of significant accounting policies and notes are an integral part of these financial statements 4 Kneehill County Statement of Change in Net Financial Assets Budget For the year ended December 31 2022 2022 2021 Excess of revenue over expenditures $ 99,539 $ 5,789,297 $ 8,065,769 Acquisition of tangible capital assets (4,408,833) (1,586,462) (8,383,514) Amortization of tangible capital assets 6,042,158 6,042,158 6,108,691 Net (gain) loss on sale of tangible capital assets - 2,326 (1,029) Proceeds on sale of tangible capital assets 100,000 85,388 541,349 Write-down on cost of tangible capital assets - 80,325 - 1,832,864 10,413,032 6,331,266 Change in prepaid expenses - (34,276) 8,136 Purchase inventory for consumption (1,503,450) (2,971,196) (2,980,450) Use inventory for consumption - 2,895,971 2,836,206 Net change in net financial assets 329,414 10,303,531 6,195,158 Net financial assets, beginning of year 53,039,588 53,039,588 46,844,430 Net financial assets, end of year $ 53,369,002 $ 63,343,119 $ 53,039,588 The accompanying summary of significant accounting policies and notes are an integral part of these financial statements 5 Kneehill County Statement of Cash Flows For the year ended December 31 2022 2021 Operating transactions Excess of revenue over expenditures $ 5,789,297 $ 8,065,769 Items not involving cash Amortization 6,042,158 6,108,691 Net loss (gain) on disposal of tangible capital assets 2,326 (1,029) Write-down of tangible capital assets 80,325 - Changes in non-cash operating balances Taxes receivable 3,265,203 3,231,522 Accounts receivable 1,668,818 (116,179) Inventory held for resale - 746,815 Prepaid expenses (34,273) 8,138 Accounts payable and accrued liabilities (397,142) (2,009,206) Inventory for consumption (75,225) (144,246) Employee benefit obligation (130,427) (287,437) Deposit liabilities - (20,000) Deferred revenue 744,837 (770,070) Solid waste closure and post closure liabilities (42,762) 123,538 Liability for contaminated sites 19,075 - 16,932,210 14,936,306 Capital transactions Acquisition of tangible capital assets (1,586,462) (8,383,514) Proceeds on sale of tangible capital assets 85,389 541,349 (1,501,073) (7,842,165) Investing transactions (Purchase)/sale of short term investments 4,101,854 (46,000,000) Net change in cash and cash equivalents 19,532,991 (38,905,859) Cash and cash equivalents, beginning of year 6,560,055 45,465,914 Cash and cash equivalents, end of year $ 26,093,046 $ 6,560,055 Cash and cash equivalents is comprised of: Cash and cash equivalents $ 26,093,046 $ 6,560,055 Less: restricted (Note 1) (2,986,024) (688,965) $ 23,107,022 $ 5,871,090 The accompanying summary of significant accounting policies and notes are an integral part of these financial statements 6 Kneehill County Summary of Significant Accounting Policies December 31, 2022 Management's Responsibility for the Financial Statements The financial statements of the County are the responsibility of management. They have been prepared in accordance with Canadian generally accepted accounting principles established by the Public Sector Accounting Board of the Chartered Professional Accountants of Canada. Basis of Consolidation The financial statement reflect the assets, liabilities, revenue and expenses of all municipal organizations, committees and Boards which are owned or controlled by the County and are, therefore, accountable to the County Council for the administration of their financial affairs and resources. The schedule of taxes levied also includes operational requisitions for educational, health, social and other external organizations that are not part of the municipal reporting entity. The statement excludes trust assets that are administered for the benefit of external parties. Interdepartmental and organizational transactions and balances are eliminated. Cash and Cash Equivalents Management considers all highly liquid investments with maturity of three months or less at acquisition to be cash equivalents. Investments Investments are recorded at cost unless there has been a decline in the market value which is other than temporary in nature in which case the investments are written down to market value. Land Held for Resale Land held for resale is recorded at 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. Inventory for Consumption Inventories of materials and supplies for consumption are valued at the lower of cost or replacement cost. Inventory of gravel is maintained by perpetual records and is recorded in the accounts to the extent of royalties, land costs, crushing costs incurred, hauling and equipment rentals. Excess Collections and Under-levies Excess collections arise from the difference between the actual levy made to cover each requisition and the actual amount requisitioned. If the actual levy exceeds the requisition, the excess collection is accrued as a liability and as a reduction in property tax revenue. Requisition tax rates in the subsequent year are adjusted for any excess collections. 7 Kneehill County Summary of Significant Accounting Policies December 31, 2022 Tangible Capital Assets Tangible capital assets are recorded at cost less accumulated amortization. Cost includes all costs directly attributable to acquisition or construction of the tangible capital asset including transportation costs, installation costs, design and engineering fees, legal fees and site preparation costs. Contributed tangible capital assets are recorded at fair value at the time of the donation, with a corresponding amount recorded as revenue. Amortization is recorded on a straight-line basis over the estimated life of the tangible capital asset commencing once the asset is available for productive use as follows: Land improvements 10 to 20 years Buildings 25 to 50 years Engineered Structures Water system 15 to 75 years Wastewater system 25 to 60 years Other engineered structures 6 to 100 years Machinery, equipment and furnishings 5 to 45 years Vehicles 5 to 20 years Assets under construction are not amortized until the asset is available for productive use. Tangible capital assets received as contributions are recorded at fair value at the date of receipt and are also recorded as revenue. Leased Assets Leases entered into that transfer substantially all the benefits and risks associated with ownership are recorded as the acquisition of a tangible capital asset and the incurrence of an obligation. The asset is amortized in a manner consistent with tangible capital assets owned by the County, and the obligation, including interest thereon, is liquidated over the term of the lease. All other leases are accounted for as operating leases, and the rental costs are expensed as incurred. Pension Expenditure The County's participates in a multi-employer defined benefit pension plan. The plan is accounted for as a defined contribution plan. Deferred Revenue Funds received for specific purposes which are externally restricted by legislation, regulation or agreement and are not available for general municipal purposes are accounted for as deferred revenue on the statement of financial position. The revenue is recognized in the statement of operations in the year in which it is used for the specified purpose. Government Transfers Government transfers, which include legislative grants, are recognized in the financial statements in the period in which events giving rise to the transfers occur, providing the transfers are authorized, any eligibility criteria have been met, and reasonable estimates of the amount can be made. 8 Kneehill County Summary of Significant Accounting Policies December 31, 2022 Revenue Recognition Taxes are recognized as revenue in the year they are levied. Charges for sewer and water usage are recorded as user fees. Connection fee revenues are recognized when the connection has been established. Conditional grant revenue is recognized to the extent the conditions imposed on it have been fulfilled. Unconditional grant revenue is recognized when monies are receivable. Grants for the acquisition of tangible capital assets are recognized in the period in which eligible expenditures are made. Sales of service and other revenue is recognized on an accrual basis. Landfill Closure and Post Closure Liability Pursuant to Alberta Environmental Protection and Enhancement Act, the County 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, but are not limited to, 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 remaining life of the landfill site based on usage. Liability for Contaminated Sites A contaminated site is a site at which substances occur in concentrations that exceed the maximum acceptable amounts under an environmental standard. Sites that are currently in productive use are only considered a contaminated site if an unexpected event results in contamination. A liability for remediation of contaminated sites is recognized when the organization is directly responsible or accepts responsibility; it is expected that future economic benefits will be given up; and a reasonable estimate of the amount can be made. The liability includes all costs directly attributable to remediation activities including post remediation operations, maintenance and monitoring. The liability is recorded net of any expected recoveries. Use of Estimates The preparation of financial statements in accordance with Canadian public sector accounting standards requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities at the date of the financial statements, and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from management's best estimates as additional information becomes available in the future. 9 Kneehill County Notes to Financial Statements December 31, 2022 1. Cash and Cash Equivalents 2022 2021 Current account $ 26,093,046 $ 6,560,055 The County has an undrawn line of credit of $2,500,000 that is available should the need arise. The line of credit bears interest at prime minus 0.75%. Included in the above amounts are the following amounts received from the Government of Canada and the Province of Alberta as conditional grants held exclusively for future projects. 2022 2021 Municipal Sustainability Initiative - Capital 2,769,254 442,059 Emergency Management Preparedness - 17,000 Fire Services Training - 13,136 Other 110,000 110,000 STIP 106,770 106,770 $ 2,986,024 $ 688,965 2. Investments 2022 2021 Guaranteed investment certificates, bearing interest at rates of 1.45% to 4.80% and maturing between March of 2023 and January of 2024. $ 41,898,142 $ 46,000,000 Alberta Capital Finance shares, at cost 1 1 Servus Credit Union Membership shares, at cost 268 268 $ 41,898,411 $ 46,000,269 10 Kneehill County Notes to Financial Statements December 31, 2022 3. Taxes Receivable 2022 2021 Current taxes and grants in place $ 1,863,740 $ 3,769,779 Non-current taxes and grants in place (733,642) 4,599,833 Less: Allowance for doubtful accounts (106,017) (4,080,328) $ 1,024,081 $ 4,289,284 4. Accounts Receivable 2022 2021 Trade receivables $ 3,712,976 $ 5,360,729 GST receivable 149,239 170,304 $ 3,862,215 $ 5,531,033 5. Employee Benefit Obligation 2022 2021 Accrued early retirement program $ 138,326 $ 167,005 Accrued vacation pay 244,134 298,323 Accrued sick leave benefit 452,617 500,176 $ 835,077 $ 965,504 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. The early retirement program is an incentive for eligible employees to receive a percentage of their salary should they choose to retire before turning 65. Only employees hired prior to January 1, 2007 who are at least 55 years old are eligible. 11 Kneehill County Notes to Financial Statements December 31, 2022 6. Deferred Revenue Opening balance Contributions Revenue Ending balance received recognized MSI Capital 3,343,735 1,176,683 (574,481) 3,945,937 Gas Tax Fund 1,436,742 299,690 (126,919) 1,609,513 Emergency 17,000 (17,000) - Management Preparedness Fire Services 13,136 (13,136) - Training STIP Bridges 106,770 - - 106,770 $ 4,917,383 1,476,373 (731,536) $ 5,662,220 Grants Under various grant agreements with the Government of Canada and the Province of Alberta, the County is required to account for grants provided and to complete the projects or program in accordance with standards detailed in the various agreements. If these requirements are not adhered to, grants provided will become repayable to the source government. Unexpended funds are repayable to the source government upon final accounting. Funds are deferred until related expenditures under the specific grant agreement have been incurred. 12 Kneehill County Notes to Financial Statements December 31, 2022 7. Landfill Closure and Post-Closure Liabilities Solid waste closure and post-closure care requirements have been defined in accordance with industry standards and include final covering and landscaping of the landfill, removal of ground water and leachates, and ongoing environmental monitoring, site inspection and maintenance. The estimated total liability is based on the sum of the discounted future cash flows for close and postclosure 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 57,600 cubic metres. The existing landfill site is expected to reach capacity in (approximately) 2028. The County has not designated assets for settling closure and post closure liabilities. 2022 2021 ($) ($) Estimated closure costs 545,235 545,235 Estimated post-closure costs 470,780 470,780 Estimated total liability 1,016,015 1,016,015 Liability accrued (551,741) (594,503) Balance of estimated cost to accrue 464,274 421,512 13 Kneehill County Notes to Financial Statements December 31, 2022 8. Liability for Contaminated Sites The County has one site that falls under this standard. This site was acquired through the tax recovery process. The contamination comes from an underground storage tank plus additional possible contamination from the former bulk fuel storage facility. Costs to reclaim were estimated using the soil vapour extraction and air sparging technology at an estimated cost of $416,475 over 3 years which includes costs to remove the tank, install equipment and operate the equipment for 3 years. Costs to reclaim have not been discounted. 14 Kneehill County Notes to Financial Statements December 31, 2022 9. Tangible Capital Assets 2022 Land Land Buildings Engineered Machinery and Vehicles Work in Total Improvements Structures Equipment Progress Cost, beginning of year $ 2,383,818 $ 3,527,880 $ 20,803,870 $ 175,822,977 $ 10,768,764 $ 10,288,714 $ 958,808 $ 224,554,831 Additions - 13,008 - 88,320 256,948 1,228,186 1,586,462 Change in work in progress - - - 863,250 - 1,148,962 (2,012,212) - Write-downs Et disposals _ - - (80,325) (61,944) (65,000) - (207,269) Cost, end of year $ 2,383,818 $ 3 527 880 $ 20 816 878 $ 176 605 902 $ 10 795 140 $ 11 629 624 $ $ 225 934 024 , , , , , , , , , , 174,782 , , Accumulated amortization, beginning $ - $ 1,570,660 $ 5,342,395 $ 89,194,753 $ 4,468,892 $ 5,166,629 $ - $ 105,743,329 of year Amortization - 147,408 504,187 4,028,782 637,004 724,777 - 6,042,158 Write-downs Et disposals _ _ - - (4,130) (35,100) - (39,230) Accumulated amortization, end of year $ - $ 1,718,068 $ 5,846,582 $ 93,223,535 $ 5,101,766 $ 5,856,306 $ - $ 111,746,257 Net carrying amount, end of year $ 2,383,818 $ 1,809,812 $ 14,970,296 $ 83,382,367 $ 5,693,374 $ 5,773,318 $ 174,782 $ 114,187,767 Kneehill County Notes to Financial Statements December 31, 2022 9. Tangible Capital Assets (continued) 2021 Land Land Buildings Engineered Machinery and Vehicles Work in Total Improvements Structures Equipment Progress Cost, beginning of year $ 2,383,818 $ 3 297 328 $ 20 525 796 $ 168 843 742 $ 11 250 241 $ 10 474 749 $ 1 073 348 $ 217 849 022 , , , , , , , , , , , , , , Additions 230,552 278,074 6,982,935 143,431 189,595 558,927 8,383,514 Change in work in progress - - 659,704 - 8,996 (668,700) - Write-downs Et disposals _ - - (663,404) (624,908) (384,626) (4,767) (1,677,705) Cost, end of year $ 2,383,818 $ 3 527 880 $ 20 803 870 $ 175,822 977 $ 10 768 764 $ 10 288 714 $ $ 224,554 831 , , , , , , , , , 958,808 , Accumulated amortization, beginning of year $ - $ 1,423,252 $ 4,838,719 $ 85,719,655 $ 4,068,675 $ 4,721,722 $ - $ 100,772,023 Amortization 147,408 503,676 4,047,766 646,905 762,936 - 6,108,691 Write-downs - - (572,668) (246,688) (318,029) - (1,137,385) Accumulated amortization, end of year $ - $ 1,570,660 $ 5,342,395 $ 89,194,753 $ 4,468,892 $ 5,166,629 $ - $ 105,743,329 Net carrying amount, end of year $ 2,383,818 $ 1,957,220 $ 15,461,475 $ 86,628,224 $ 6,299,872 $ 5,122,085 $ 958,808 $ 118,811,502 Ui Kneehill County Notes to Financial Statements December 31, 2022 10. Inventory For Consumption 2022 2021 Gravel $ 7,753,602 $ 7,901,877 Other transportation amounts 374,212 258,821 General department 268,355 160,246 $ 8,396,169 $ 8,320,944 11. Equity in Tangible Capital Assets 2022 2021 Tangible capital assets $ 225,934,024 $ 224,554,831 Accumulated amortization (111,746,257) (105,743,329) $ 114,187,767 $ 118,811,502 16 Kneehill County Notes to Financial Statements December 31, 2022 12. Accumulated Surplus 2022 2021 Equity in tangible capital assets (Note 11) $ 114,187,767 $ 118,811,502 Equity in other non-financial assets 8,668,976 8,559,476 Unrestricted surplus 3,301,890 3,437,969 126,158,633 130,808,947 Reserves Operating Reserves: Contingency 1,606,646 1,639,464 Information Technology 267,366 306,404 Joint Community Support 44,707 - Doctor Recruitment 120,133 - Gravel 2,099,528 1,849,528 Infrastructure 850,000 - Planning 142,679 142,679 Parks 802,999 816,007 Transitional Funds 636,112 636,112 Revenue Stabilization Reserve 6,978,680 4,168,914 13,548,850 9,559,108 Capital Reserves: Capital Equipment Replacement 9,691,216 7,149,823 Buildings 2,072,704 1,682,956 Bridges 1,086,270 1,117,651 Roads 17,747,378 14,856,578 Water 4,232,000 3,929,625 Water Service Area 5,870,638 5,870,638 Environmental 1,950,541 1,950,541 Emergency Disaster 536,024 179,090 Hamlet Infrastructure 3,305,609 3,305,609 46,492,380 40,042,511 Total Reserves 60,041,230 49,601,619 $ 186,199,863 $ 180,410,566 The equity in tangible capital assets represents amounts already spent and invested in infrastructure. Reserves represents funds set aside by bylaw or council resolution for specific purposes. 17 Kneehill County Notes to Financial Statements December 31, 2022 13. Change in Accumulated Surplus Equity in tangible Equity in other non- Unrestricted surplus Reserves capital assets financial assets 2022 2021 Balance, beginning of year $ 3,437,969 $ 49 601 620 $ 118 811 502 $ 8 559 475 $ 180 410 566 $ 172 344 797 , , , , , , , , , , , Excess of revenue over expenses 5,679,796 - - 109,501 5,789,297 8,065,769 Net operating transfers to restricted surplus (10,439,610) 10,439,610 - - - - Capital transfers from restricted surplus - _ - - _ _ Acquisition of capital (1,586,462) - 1,586,462 - - - Disposals and write-down of assets 168,039 - (168,039) - - - Amortization 6,042,158 - (6,042,158) - - - Change in accumulated surplus $ (136,079) $ 10,439,610 $ (4,623,735) $ 109,501 $ 5,789,297 $ 8,065,769 Balance, end of year $ 3,301,890 $ 60 041,230 $ 114,187,767 $ 8,668,976 $ 186,199,863 $ 180,410,566 Co Kneehill County Notes to Financial Statements December 31, 2022 14. Taxation - Net Budget 2022 2022 2021 Taxation Farmland $ 1,678,820 $ 1,678,899 $ 1,443,859 Residential 1,747,652 1,789,959 1,618,797 Commercial 936,922 932,472 822,542 Linear property 19,253,023 19,236,839 18,294,341 Designated Industrial 5,848,052 5,835,814 5,606,552 Minimum tax 42,000 43,054 47,924 Grants in lieu 1,218 1,218 1,077 Water area special tax (rural) - - 86,605 Water area special tax (non residential) - - 892,504 Recreation levy 49,889 58,264 50,549 29,557,576 29,576,519 28,864,750 Requisitions Alberta School Foundation Fund 5,328,562 5,330,803 5,166,997 Kneehill Foundation 75,578 75,708 75,890 Designated Industrial Property 89,814 87,208 89,855 5,493,954 5,493,719 5,332,742 Available for general municipal purposes $ 24,063,622 $ 24,082,800 $ 23,532,008 15. Government Transfers Budget 2022 2022 2021 Operating Provincial government $ 314,861 $ 349,256 $ 497,266 Other local government 3,500 3,920 26,250 318,361 353,176 523,516 Capital Provincial government 322,500 810,742 4,789,472 Total government transfers $ 640,861 $ 1,163,918 $ 5,312,988 19 Kneehill County Notes to Financial Statements December 31, 2022 16. Expenses by Object Budget 2022 2022 2021 Salaries and wages $ 9,718,300 $ 8,579,580 $ 8,773,819 Contracted and general services 5,367,931 5,087,519 5,338,336 Materials, goods and utilities 4,451,911 4,582,200 3,827,418 Transfer to local agencies 725,708 665,653 586,212 Transfer to individuals and organizations 112,211 110,534 588,835 Operating bank fees 18,884 14,095 18,083 Amortization 6,042,158 6,042,158 6,108,691 $ 26,437,103 $ 25,081,739 $ 25,241,394 17. Municipal Employees Pension Plans Local Authorities Pension Plan Certain employees of the County are eligible to be members of the Local Authorities Pension Plan (LAPP), a multi-employer pension plan which is covered by the Public Sector Pension Plans Act. The Plan serves about 274,151 people and over 420 employers. It is financed by employer and employee contributions and investment earnings of the LAPP Fund. The plan provides defined pension benefits to employees based on their length of service and rates of pay. The County contributes to the Plan at a rate of 9.39% of pensionable earnings up to the Canada Pension Plan Maximum Pensionable Earnings and 13.84% for the excess. Employees contribute to the Plan at a rate of 8.39% of pensionable earnings up to the Canada Pension Plan Maximum Pensionable Earnings and 12.84% for the excess. Contributions for the year were: 2022 2021 Employer contributions $ 573,550 $ 620,838 Employee contributions 515,175 563,066 $ 1,088,725 $ 1,183,904 As this is a multi-employer pension plan, these contributions are the County's pension benefit expense. No pension liability for this type of plan is included in the County's financial statements. The most recent valuation as at December 31, 2021 indicates a surplus of $11.9 billion (2020 surplus - $4.9 billion) for basic pension benefits. The actuary does not attribute portions of the unfunded liability to individual employers. 20 Kneehill County Notes to Financial Statements December 31, 2022 18. Salary and Benefits Disclosure Disclosure of salaries and benefits for municipal officials and designated officers as required by Alberta Regulation 313/2000 is as follows: Benefits It Total Total Salary Allowances 2022 2021 Division 1 (1 person) 50,550 6,571 57,121 59,686 Division 2 (1 person) 39,013 6,260 45,273 50,807 Division 3 (1 person) 52,125 6,421 58,546 63,970 Division 4 (1 person) 43,075 6,331 49,406 52,590 Division 5 (1 person) 44,700 6,451 51,151 47,274 Division 6 (1 person) 47,300 6,751 54,051 53,563 Division 7 (1 person) 48,138 6,481 54,619 54,655 Chief Administration Officer 220,848 52,103 272,951 269,326 Salary includes regular base pay, bonuses, overtime, lump sum payments, gross honoraria and any other direct cash remuneration. Benefits and allowances includes the employer's share of all employee benefits and contributions or payments made on behalf of employees including pension, health care, dental coverage, group life insurance, accidental disability and dismemberment, dental coverage, vision coverage, professional memberships, tuition, travel, cell phone, car allowances, and long and short term disability plans. $27,000 of the CAO salary costs is paid by Aqua 7 for the Management Contract. 21 Kneehill County Notes to Financial Statements December 31, 2022 19. Debt Limits Section 276(2) of the Municipal Government Act requires that debt and debt limits as defined by Alberta Regulation 255/100 for the County be disclosed as follows: 2022 2021 Total debt limit $45,123,659 $ 42,776,533 Total debt 20,000,000 20,000,000 Total debt limit available 25,123,659 22,776,533 Debt servicing limit 7,520,610 7,129,423 Total debt servicing limit available 7,520,610 7,129,423 The debt limit is calculated at 1.5 times revenue of the County (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 which 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. The County has provided a loan guarantee in the amount of $20,000,000 to the Town of Trochu to support the potential building of Trochu Seniors Supportive Living Facility Project in the Town of Trochu. In compliance with Section 268 of the Municipal Government Act, the amount of the proposed loan guarantee does not cause the County to exceed its debt limit. If the Town of Trochu is unable to meet the terms of the loan the County will utilize cash reserves or funds raised through taxation to honour the terms of the loan. Along with other conditions the County's commitment to enter a guarantee shall be conditional on the Town receiving firm financial capital grant commitments of at least $19,000,000 to undertake the project. As of December 31, 2022 the conditions of the loan guarantee have not been met. 20. Contingencies The County is a member of the Alberta Local Municipal Insurance Exchange (Munix). Under the terms of membership, the County could become liable for its proportionate share of any claim losses in excess of the funds held by the exchange. Any liability incurred would be accounted for as a current transaction in the year the losses are determined. 22 Kneehill County Notes to Financial Statements December 31, 2022 21. Commitments Kneehill County has contracts for 2023 to provide peace officer and by-law enforcement services at a cost recovery for the following Municipalities: Town of Three Hills, Village of Linden, Village of Acme, Village of Carbon. Kneehill County is managing partner of the Aqua 7 Regional Water Services Commission. The current contract is from January 1, 2023 to December 31, 2025. The County will receive $86,450 in those three years for fees to provide support services to the Commission. Kneehill County is a partnering member of the Drumheller and District Solid Waste Management Association. In 2022 Kneehill County paid requisition of $207,341. Kneehill County extended their contract for assessment services until 2024. The total financial commitment from 2022 was $167,658 and is anticipated to be $192,795 in 2023. Kneehill County is part of a Master Fire Protection Agreement with the following Municipalities to provide fire protection services to rural residents in the County for 2021 inclusive, the total commitment is as follows: 2023 2022 ($) ($) Town of Three Hills 53,000 52,000 Town of Trochu 53,050 52,010 Village of Acme 45,462 44,571 Village of Carbon 44,518 44,518 Village of Linden 48,179 47,231 Kneehill County is part of a Recreation Agreement with the following Municipalities to provide funding of recreation programs and facilities in the County for 2021 inclusive, the total commitment is as follows: 2023 2022 ($) ($) Town of Three Hills 120,000 120,000 Town of Trochu 53,000 52,020 Village of Acme 37,500 37,500 Village of Carbon 37,500 37,500 Village of Linden 40,000 40,000 23 Kneehill County Notes to Financial Statements December 31, 2022 22. Budget The budget adopted by Council on March 8, 2022, was not prepared on a basis consistent with that used to report actual results (Public Sector Accounting Standards). The budget was prepared on a modified accrual basis while Public Sector Accounting Standards now require a full accrual basis. The budget figures anticipated use of surpluses accumulated in previous years to fund current year operation and capital activities. In addition, the budget expensed all tangible capital asset expenditures rather than including amortization expense. As a result, the budget figures presented in the statements of operations and change in net financial assets represent the budget adopted by Council on March 8, 2022, with adjustments as follows: Budget per Actual per Amortization Financial Financial Budget Allocation Statements Statements Revenues $ 26,215,406 - 26,215,406 $ 30,080,113 Government transfers for capital 322,500 - 322,500 810,742 Total revenues 26,537,906 - 26,537,906 30,890,855 Legislative 1,106,301 - 1,106,301 971,565 Administration 4,762,222 127,605 4,889,827 4,171,887 Protective services 2,052,947 408,394 2,461,341 2,176,622 Transportation 6,747,330 4,102,078 10,849,408 11,509,571 Water and Wastewater 2,063,346 975,816 3,039,162 3,069,861 Waste management 615,387 - 615,387 526,492 Planning and development 567,429 - 567,429 547,609 Parks, recreation and culture 1,368,951 261,712 1,630,663 1,219,679 Public health and welfare 122,364 98,153 220,517 191,317 Economic and agricultural 988,668 68,400 1,057,068 716,955 development services Total Expenditures 20,394,945 6,042,158 26,437,103 25,101,558 Excess of revenues over expenditures 6,142,961 (6,042,158) 100,803 $ 5,789,297 Reconciling: Payment of debentures - - - Proceeds on disposal of capital 100,000 - 100,000 Capital expenditures (4,406,330) - (4,406,330) Funded from reserves Inter-fund transfers (1,836,631) - (1,836,631) - (6,042,158) (6,042,158) Add back non cash items: Change in closure/ post-closure - - - Amortization - 6,042,158 6,042,158 Net Revenue over Expenses $ - - - 24 Kneehill County Notes to Financial Statements December 31, 2022 23. Segmented Information 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 kilometres 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 the 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. Administration The Administration 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 Administration team is the delivery of customer service in a friendly, courteous and helpful manner guided by integrity and fairness. 25 Kneehill County Notes to Financial Statements December 31, 2022 24. Segmented Information (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 benefiting 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 Inter-municipal Development Plans with neighbouring municipalities, an Environmentally Significant Areas Assessment and an Integrated Community Sustainability Plan. Long-term planning is supported by the Municipal Development Plan and Land Use Bylaw which reflect the vision and expectations of County residents. Transportation The Transportation 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 Transportation department also provides services in five major hamlets located within our boundaries. 26 Kneehill County Notes to Financial Statements December 31, 2022 24. Segmented Information (continued) Water, Wastewater and Waste Managements Major infrastructure projects have taken place under the direction of Council in the area of potable water distribution. As a member of the Aqua 7 Regional Water Services 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 were 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 Water 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, Recreation and Culture Under the direction of the Transportation 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. Public Health and Welfare Kneehill County has taken on the financial responsibility for the facility costs of the Kneehill Regional Medical Centre. In addition, the County controls operating expenses of 17 cemeteries, including the ground maintenance activities as provided within the Cemeteries Act, Provincial Statues and County Policies. The accounting policies of the segments are the same as those described in the summary of significant accounting policies. In measuring and reporting segment revenue from transactions with other segments, inter-segment transfers have been eliminated. The revenues and expenses that are directly attributable to a particular segment are allocated to that segment. Taxation revenue has been allocated to general government except where specific tax revenues can be directly allocated to a service area. 27 Kneehill County Notes to Financial Statements December 31, 2022 23. Segmented Information (continued) Economic/ For the year ended Protective Agricultural Transportation Environmental Planning and Parks and Public Health General 2022 December 31 Services Development Services Services Development Recreation and Welfare Government Total Revenue Taxation $ 913,433 $ 2,644,028 $ 9,303,365 $ 744,492 $ 508,301 $ 2,009,247 $ 27,334 7,932,601 $ 24,082,801 Government transfers for operating 30,136 177,827 - - - - - 315,092 523,055 Government transfers for - - 66,382 - 574,481 640,863 capital Sales and user fees 71,890 27,229 364,682 1,272,609 132,944 92,245 8,800 22,279 1,992,678 Investment income - - - - - - - 1,251,242 1,251,242 Fines and costs 5,752 - - 6,218 - - - 1,145,756 1,157,726 Rental revenue 23,208 - 26,392 - - - 90,000 - 139,600 Other 28,443 - 79,616 418,836 - - - 575,995 1,102,890 1,072,862 2,849,084 9,840,437 2,442,155 641,245 2,101,492 126,134 11,817,446 30,890,855 Expenses Salaries and wages 778,906 339,770 3,467,750 1,027,509 470,045 304,323 47,698 2,143,579 8,579,580 Contracted and general services 151,125 226,055 2,008,426 320,625 77,255 138,912 32,775 2,149,839 5,105,012 Materials, goods and utilities 294,283 75,969 2,146,953 1,198,560 310 198,151 12,691 655,283 4,582,200 Transfer to local agencies 543,914 - - - - 58,264 - 63,475 665,653 Transfers to individuals and - - - 50,722 5,500 54,312 - - 110,534 organizations Interest on long-term debt - - - - - - - 14,095 14,095 Amortization 408,394 68,400 4,102,078 975,816 - 261,712 98,153 127,605 6,042,158 (Gain)/Loss on sale of capital assets - - 2,326 - - - - - 2,326 2,176,622 710,194 11,727,533 3,573,232 553,110 1,015,674 191,317 5,153,876 25,101,558 Net surplus (deficit) $ (1,103,760) $ 2,138,890 $ (1,887,096) $ (1,131,077) $ 88,135 $ 1,085,818 $ (65,183) $ 6,663,570 $ 5,789,297 N co Kneehill County Notes to Financial Statements December 31, 2022 23. Segmented Information (continued) 2021 For the year ended Protective Agricultural Transportation Environmental Planning and Parks and Public Health General Total December 31 Services Services Services Services Development Recreation and Welfare Government Revenue Taxation $ 2,178,415 $ 962,376 $ 10,001,242 $ 3,269,601 $ 684,140 $ 715,428 $ 118,691 $ 5,602,114 $ 23,532,007 Government transfers for - 250,157 - - - - - 3,914,825 4,164,982 operating Government transfers for - - 1,148,006 1,148,006 capital Sales and user fees 8,862 20,889 207,331 1,366,387 127,343 107,844 10,300 21,894 1,870,850 Investment income - - - - - - - 339,772 339,772 Fines and costs 13,274 - - 5,198 - - - 1,195,412 1,213,884 Rentals 22,851 - 28,919 - - - 90,000 - 141,770 Other 26,660 - 17,282 437,957 - - - 412,964 894,863 Gain on disposal of assets 12,711 - (5,000) (4,767) - (6,357) - 4,442 1,029 2,262,773 1,233,422 11,397,780 5,074,376 811,483 816,915 218,991 11,491,423 33,307,163 Expenses Salaries and wages 764,791 355,911 3,659,893 907,637 476,076 270,050 56,994 2,282,467 8,773,819 Contracted and general 277,425 256,844 2,104,448 546,894 75,961 145,546 30,499 1,900,719 5,338,336 services Materials, goods and utilities 253,572 169,704 1,881,502 1,157,864 703 50,354 9,009 304,710 3,827,418 Transfer to local agencies 475,373 - - - - 62,018 - 48,821 586,212 Transfers to individuals and - - 480,902 50,722 3,500 53,711 - - 588,835 organizations Interest on long-term debt - - - - - - - 18,083 18,083 Amortization 306,272 68,400 4,244,592 988,308 - 267,218 98,153 135,748 6,108,691 Other - - - - - - - - - 2,077,433 850,859 12,371,337 3,651,425 556,240 848,897 194,655 4,690,548 25,241,394 Net surplus (deficit) $ 185,340 $ 382,563 $ (973,557) $ 1,422,951 $ 255,243 $ (31,982) $ 24,336 $ 6,800,875 $ 8,065,769 N so Kneehill County Notes to Financial Statements December 31, 2022 24. Comparative Figures Wherever necessary, comparative figures have been reclassified to conform with current year financial statement presentation. 25. Approval of Financial Statements Council and Management approved these financial statements. 30