Loading...
HomeMy WebLinkAboutFY 2004 Comprehensive Annual Financial ReportDESCHUTES COUNTY, OREGON COMPREHENSIVE ANNUAL FINANCIAL REPORT For the Fiscal Year Ended June 30, 2004 DESCHUTES COUNTY, OREGON 1300 NW Wall Street Bend, OR 97701 COMPREHENSIVE ANNUAL FINANCIAL REPORT For the Fiscal Year Ended June 30, 2004 Prepared by: Deschutes County Finance Department Marty Wynne Finance Director Jeanine Faria, CPA Accounting Manager DESCHUTES COUNTY, OREGON TABLE OF CONTENTS YEAR ENDED JUNE 30, 2004 INTRODUCTORY SECTION Page Letter of Transmittal•• ••• ............................................................................................................................ iii -viii CountyOfficials........................................................................................................................................ix OrganizationalChart .................................................................................................................................x Certificationof Achievement.....................................................................................................................A FINANCIAL SECTION INDEPENDENT AUDITORS' REPORT...................................................................................................... 3-4 MANAGEMENT'S DISCUSSION AND ANALYSIS................................................................................... 5-15 BASIC FINANCIAL STATEMENTS Government -Wide Financial Statements Statementof Net Assets.................................................................................................................... 19 Statementof Activities....................................................................................................................... 20 Fund Financial Statements: Governmental Funds Balance Sheet — Governmental Funds.............................................................................................. 21 Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Assets ................ 22 Statement of Revenues, Expenditures and Changes in Fund Balances — Governmental Funds........ 23 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Government Funds to the Statement of Activities........................................................................... 24 Fund Financial Statements: Proprietary Funds Statementof Net Assets.................................................................................................................... 25 Statement of Revenues, Expenses and Changes in Fund Net Assets ............................................... 26 Statementof Cash Flows................................................................................................................... 27 Statement of Fiduciary Assets and Liabilities.......................................................................................... 28 Notesto Financial Statements........................................................................................................... 29-57 Required Supplementary Information GeneralFund............................................................................................................................... 61-63 Sheriff's Fund............................................................................................................................... 64-65 MentalHealth Fund........................................................................................................................... 66 RoadFund........................................................................................................................................ 67 Other Supplementary Data Combining and Individual Fund Statements and Schedules Combining Nonmajor Governmental Funds CombiningBalance Sheet: ..................................................................................................................... 75 Nonmajor Governmental Funds Nonmajor Special Revenue Funds............................................................................................... 76-86 NonmajorDebt Service Funds...................................................................................................... 87-89 Nonmajor Capital Projects Funds...................................................................................................... 90 DESCHUTES COUNTY, OREGON TABLE OF CONTENTS - CONTINUED YEAR ENDED JUNE 30, 2004 Page Combining Statement of Revenues, Expenditures and Changes in Fund Balances: NonmajorGovernmental Funds............................................................................................................. 91 Nonmajor Special Revenue Funds............................................................................................. 92-102 Nonmajor Debt Service Funds.................................................................................................. 103-106 Nonmajor Capital Projects Funds............................................................................................. 107-108 Combining Proprietary Funds Combining Statement of Net Assets SolidWaste Funds...........................................................................................................................111 Fair& Expo Center Funds................................................................................................................112 Nonmajor Internal Service Funds.....................................................................................................113 Combining Statement of Revenues, Expenditures and Changes in Fund Net Assets SolidWaste Funds...........................................................................................................................114 Fair& Expo Center Funds................................................................................................................115 Nonmajor Internal Service Funds.....................................................................................................116 Combining Statement of Cash Flows SolidWaste Funds...........................................................................................................................117 Fair& Expo Center Funds................................................................................................................118 Nonmajor Internal Service Funds.....................................................................................................119 Budgetary Comparison Schedules: Schedules of Revenues, Expenditures/Expenses and Changes in Fund Balance — Budget and Actual: BusinessLoan Fund........................................................................................................................ 123 Community Development Block Grant.................................. ........................................................... 124 GrantProjects................................................................................................................................. 125 JusticeCourt................................................................................................................................... 126 LaPine Industrial............................................................................................................................. 127 Park Acquisition and Development.................................................................................................. 128 PERSReserve................................................................................................................................ 129 CountySchool Fund........................................................................................................................ 130 SpecialTransportation Fund............................................................................................................ 131 TaylorGrazing................................................................................................................................. 132 TransientRoom Tax......................................................................................................................... 133 VideoLottery ................................................................................................................................... 134 WelcomeCenter.............................................................................................................................. 135 IndustrialDevelopment.................................................................................................................... 136 LandSales Maintenance................................................................................................................. 137 LiquorEnforcement......................................................................................................................... 138 Victims' Assistance.......................................................................................................................... 139 LawLibrary ...................................................................................................................................... 140 CountyClerk Records..................................................................................................................... 141 Commission on Children and Families............................................................................................. 142 PublicSafety Reserve..................................................................................................................... 143 Community Justice - Juvenile.......................................................................................................... 144 DESCHUTES COUNTY, OREGON TABLE OF CONTENTS - CONTINUED YEAR ENDED JUNE 30, 2004 Page Sheriff's Asset Forfeiture.................................................................................................................. 145 ColesAsset Forfeiture..................................................................................................................... 146 Central Oregon Drug Enforcement.................................................................................................. 147 CourtFacilities................................................................................................................................. 148 Deschutes County Communication System..................................................................................... 149 Sheriff's Capital Reserve................................................................................................................. 150 HealthDepartment.......................................................................................................................... 151 HealthyStart - Prenatal.................................................................................................................... 152 ABHA Accountable Behavior Health Alliance................................................................................... 153 OHP— Chemical Dependency......................................................................................................... 154 Public Land Corner Preservation..................................................................................................... 155 CodeAbatement.............................................................................................................................. 156 CommunityDevelopment................................................................................................................ 157 CDD-TDC........................................................................................................................................ 158 Community Development Reserve.................................................................................................. 159 CDDBuilding Reserve Program...................................................................................................... 160 CDD Electrical Program Reserve.................................................................................................... 161 GISDedicated Fund........................................................................................................................ 162 WeedAbatement............................................................................................................................. 163 FederalForest Title III...................................................................................................................... 164 RoadBuilding and Equipment......................................................................................................... 165 RoadImprovement Reserve............................................................................................................ 166 Vehicle Maintenance and Reserve.................................................................................................. 167 DogControl..................................................................................................................................... 168 AdultParole & Probation................................................................................................................. 169 Deschutes County 911 Service District............................................................................................. 170 911 CSD — Equipment Reserve....................................................................................................... 171 Extension/4-H.................................................................................................................................. 172 Black Butte Ranch County Service District...................................................................................... 173 Sunriver Service District — General Fund......................................................................................... 174 Sunriver Service District — Reserve Fund........................................................................................ 175 1996 Series LTD Tax Improvement.................................................................................................. 176 2000 Series LTD Tax Improvement.................................................................................................. 177 LID2003.......................................................................................................................................... 178 CDDBuilding 1996 COPs................................................................................................................ 179 FullFaith and Credit, 2003.............................................................................................................. 180 HHS/ BJCC 1998 COPs................................................................................................................. 181 GovernmentCenter COPs............................................................................................................... 182 Public Safety 1992/1993/1996/1998/2002 General Obligations Bond Debt Service ......................... 183 RedmondBuilding 1994 COPS....................................................................................................... 184 PERS, Series 2002 Debt Service.................................................................................................... 185 Welcome Center 1988/1998 COPs.................................................................................................. 186 DESCHUTES COUNTY, OREGON TABLE OF CONTENTS - CONTINUED YEAR ENDED JUNE 30, 2004 Page BendLibrary CSD Debt Service...................................................................................................... 187 Redmond Library CSD Debt Service............................................................................................... 188 SunriverLibrary CSD Debt Service................................................................................................. 189 ProjectDevelopment Fund.............................................................................................................. 190 NewNeighborhood.......................................................................................................................... 191 Local Improvement District.............................................................................................................. 192 GeneralCounty Projects.................................................................................................................. 193 County/State Building...................................................................................................................... 194 La Pine Building Purchase/Remodel............................................................................................... 195 RemodelProjects Fund................................................................................................................... 196 Warehouse/Archive/IT Facility......................................................................................................... 197 SolidWaste..................................................................................................................................... 198 SolidWaste Operations................................................................................................................... 199 LandfillClosure................................................................................................................................ 200 LandfillPost Closure........................................................................................................................ 201 SolidWaste Capital Projects............................................................................................................ 202 Solid Waste Equipment Reserve..................................................................................................... 203 Environmental Remediation............................................................................................................. 204 SWNorth Area Development........................................................................................................... 205 Fairgrounds Construction Fund....................................................................................................... 206 FairgroundsDebt Service Fund....................................................................................................... 207 Fair and Expo Center Reserve........................................................................................................ 208 Fairand Expo Center...................................................................................................................... 209 AnnualCounty Fair.......................................................................................................................... 210 BuildingServices..............................................................................................................................211 AdministrativeServices................................................................................................................... 212 Finance........................................................................................................................................... 213 Legal............................................................................................................................................... 214 Personnel........................................................................................................................................ 215 InformationTechnology.................................................................................................................... 216 ITReserve....................................................................................................................................... 217 Insurance........................................................................................................................................ 218 HealthBenefits Trust....................................................................................................................... 219 Capital Assets Used in the Operation of Governmental Funds Comparative Schedule by Source........................................................................................................ 223 Schedule by Function and Activity........................................................................................................ 224 Schedule of Changes by Function and Activity..................................................................................... 225 Other Financial Schedules Agency Fund — Statement of Changes in Assets and Liabilities — Detail Activity ................................... 229 Schedule of Property Taxes Transactions — All County Taxes............................................................... 230 DESCHUTES COUNTY, OREGON TABLE OF CONTENTS - CONTINUED YEAR ENDED JUNE 30, 2004 Page STATISTICAL SECTION CONTENTS Financial Trends Net Assets by Component, Last Two Fiscal Years................................................................................ 235 Changes in Net Assets, Last Two Fiscal Years..................................................................................... 236 Program Revenues by Function/Program — Last Two Fiscal Years ...................................................... 237 Fund Balances, Governmental Funds — Last Two Fiscal Years............................................................ 238 Changes in Fund Balances — Governmental Funds — Last Two Fiscal Years ....................................... 239 Revenue Capacity Assessed Value and Estimate Value of Taxable Property, Last Ten Fiscal Years ........................... 240-241 Direct and Overlapping Property Tax Rates — Last Ten Years ........................................................ 242-243 Principal Property Tax Payers, Current Year and Nine Years Ago ......................................................... 244 Property Tax Levies and Collections — Last Ten Fiscal Years............................................................... 245 Debt Capacity Ratios of Outstanding Debt by Type — Last Ten Fiscal Years......................................................... 246-247 Ratios of General Bonded Debt Outstanding — Last Ten Fiscal Years .................................................. 248 Direct and Overlapping Governmental Activities Debt — As of June 30, 2004 ....................................... 249 Legal Debt Margin Information — Last Ten Fiscal Years................................................................. 250-251 Pledged -Revenue Coverage — Last Ten Fiscal Years.................................................................... 252-253 Demographic and Economic Information Demographic and Economic Statistics, Last Ten Calendar Years......................................................... 254 Principal Employers, Current Year and Nine Years Ago........................................................................ 255 Operating Information Full-time Equivalent County Government Employees by Function/Program — Last Two Fiscal Years... 256 Operating Indicators by Function/Program — Last Two Fiscal Years ..................................................... 257 Capital Asset Statistics by Function/Program — Last Two Fiscal Years ................................................. 258 AUDIT COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS Audit Comments and Disclosures Required by State Regulations..................................................... 261-263 SINGLE AUDIT COMPLIANCE Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with GovernmentAuditing Standards........................................................................................................... 267 DESCHUTES COUNTY, OREGON TABLE OF CONTENTS - CONTINUED YEAR ENDED JUNE 30, 2004 Report on Compliance with Requirements Applicable to Each Major Program and on Page Internal Control Over Compliance in Accordance with OMB Circular A-133 .................................. 269-270 Schedule of Findings and Questioned Costs............................................................................................ 271 Schedule of Expenditures of Federal Awards..................................................................................... 273-275 INTRODUCTORY SECTION F E3 IU Deschutes County Finance Department 0 Marty Wynne, Finance Director and Treasurer October 8, 2004 1300 NW Wall St, Suite 200, Bend, OR 97701-1960 (541) 388-6559 - Fax (541) 385-3249 www. co. deschutes. or. us To the Board of County Commissioners and the Citizens of Deschutes County, Oregon: State law requires that all general-purpose local governments publish within six months of the close of each fiscal year a complete set of financial statements presented in conformity with U. S. generally accepted accounting principles (GAAP) and audited in accordance with generally accepted auditing standards by a firm of certified public accountants licensed to perform audits of a municipal corporation. Pursuant to that requirement, we hereby issue the comprehensive annual financial report of Deschutes County for the fiscal year ended June 30, 2004. This report consists of management's representations concerning the finances of Deschutes County. Consequently, management assumes full responsibility for the completeness and reliability of all of the information presented in this report. To provide a reasonable basis for making these representations, management of Deschutes County has established a comprehensive internal control framework that is designed both to protect the County's assets from loss, theft or misuse and to compile sufficient reliable information for the preparation of Deschutes County's financial statements in accordance with GAAP. Because the cost of internal controls should not outweigh their benefits, Deschutes County's comprehensive framework on internal controls has been designed to provide reasonable rather than absolute assurance that the financial statements will be free from material misstatement. As management, we assert that, to the best of our knowledge and belief, this financial report is complete and reliable in all material respects. Deschutes County's financial statements have been audited by Harrigan Price Fronk & Co. LLP, a firm of certified public accountants licensed to perform audits of a municipal corporation. The goal of the independent audit was to provide reasonable assurance that the financial statements of Deschutes County for the fiscal year ended June 30, 2004, are free of material misstatement. The independent audit involved examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; assessing the accounting principles used and significant estimates made by management; and evaluating the overall financial statement presentation. The independent auditor concluded, based upon the audit, that there was reasonable basis for rendering an unqualified opinion that Deschutes County's financial statements for the fiscal year ended June 30, 2004, are fairly presented in conformity with GAAP. The independent auditors' report is presented as the first component of the financial section of this report. The independent audit of the financial statements of Deschutes County was part of a broader, federally mandated "Single Audit" designed to meet the special needs of federal grantor agencies. The standards governing Single Audit engagements require the independent auditor to report not only on the fair presentation of the financial statements, but iii Board of County Commissioners and the Citizens of Deschutes County, Oregon October 8, 2004 also on the audited government's internal controls and compliance with legal requirements, with special emphasis on internal controls and legal requirements involving the administration of federal awards. These separately issued reports have been included in this comprehensive annual financial report. Generally accepted accounting principles require that management provide a narrative introduction, overview and analysis to accompany the basic financial statements in the form of a Management Discussion and Analysis (MD&A). This letter of transmittal is designed to complement the MD&A and should be read in conjunction with it. Deschutes County's MD&A can be found immediately following the report of the independent auditor. Profile of the Government The County was incorporated in 1916, is located in the central part of the state and covers an area of 3,055 square miles. The County has three elected commissioners, each serving four-year terms, who are elected at -large. Daily administrative duties are overseen by an appointed County Administrator, while the Board of Commissioners sets policy, adopts the annual budget and passes ordinances in accordance with state law. The County utilizes a budget committee, consisting of three citizens of the County and the three commissioners, to review the departmental budgets for each fiscal year. Deschutes County is the outdoor recreation capital of Oregon. With noble, snow- capped peaks dominating the skyline to the west and the wide-open high desert extending to the east, the beauty and uniqueness of Deschutes County captures the awe of locals and visitors alike. Deschutes County has grown into a bustling, exciting place where progress and growth are hallmarks. Beginning in the 1990's and continuing to the present, Deschutes County has experienced the most rapid growth of any county in the state. This growth is believed to be largely due to the area's invigorating climate and year-round recreation activities. The population grew at a rate of 73% during that time period and today is approximately 135,000. Recreational activities include downhill and cross-country skiing, snowboarding, fishing, hunting, hiking, rock -climbing, mountain climbing, whitewater rafting, and golfing. Deschutes County is the host of diverse annual events including the Cascade Festival of Music, the Art Hop, Cascade Children's Festival, Pole Pedal Paddle, Sisters Rodeo, WinterFest, Sunriver Sunfest, Pacific Northwest Amateur Golf Tournament, and the Cascade Cycling Classic. The financial reporting entity, Deschutes County, includes all funds of Deschutes County, as well as all of its component units. Component units are legally separate entities for which Deschutes County is financially accountable. The County provides a full range of services including sheriff's patrol and correction services, construction and maintenance of iv Board of County Commissioners and the Citizens of Deschutes County, Oregon October 8, 2004 roads and bridges, property assessment, tax collection, public health and mental health services, land use planning, prosecution of criminals, election services, records maintenance, and operation of a landfill and a fair and expo center. Blended component units, although legally separate entities, are, in substance, part of Deschutes County's operations and are included as part of Deschutes County. Accordingly, the Deschutes County 911, Deschutes County Extension/4-H, Black Butte Ranch and Sunriver Service District are reported as Special Revenue Funds of Deschutes County. Bend Library CSD, Redmond Library CSD and Sunriver Library CSD are reported as Debt Service Funds of Deschutes County. The annual budget serves as the foundation for Deschutes County's financial planning and control. Requested budgets are submitted from each fund, department and component unit county service district to the County's Budget Officer approximately three months prior to the beginning of the fiscal year. The Budget Officer submits a proposed budget to the Budget Committee based on these requested budgets approximately two months prior to the beginning of the fiscal year. The County is required to announce in advance and hold public hearings on the proposed budget and to adopt the budget by no later than June 30, the close of Deschutes County's fiscal year. The appropriated budget is prepared by fund, department and category (level of control). All transfers of appropriation between categories require approval by the Board of County Commissioners. Budget -to -actual comparisons are provided in this report for each individual governmental and proprietary fund for which an appropriated annual budget has been adopted. For the General Fund and the major special revenue funds, this comparison is presented beginning on page 61 as part of the basic financial statements for the governmental funds. All other funds are presented in a subsection of this report, which starts on page121. Factors Affecting Financial Condition Local economy. In fiscal year 2003-2004 the County's taxable assessed value increased by approximately $802 million to a total of $11.2 billion. Formerly, a region dependent on wood products, Deschutes County has steadily diversified its employment and economic base. For the past decade, Deschutes County has lead Oregon in high technology growth. Numerous companies from the Silicon Valley, Portland -Vancouver Metro, and Puget Sound have relocated or expanded here. Many of these firms are small but extremely innovative, producing niche -market products from semiconductors to software, medical instruments to recreational equipment. Tourism in Deschutes County contributes to the diversified economy due to the abundance of year-round recreational activities. The County is home to a major medical center, designated as a level 11 trauma center, with more than 200 physicians on staff. Board of County Commissioners and the Citizens of Deschutes County, Oregon October 8, 2004 Long-term financial planning. In January 2002, the County entered into an intergovernmental agreement with Polk, Tillamook and Jackson counties to purchase and modify a comprehensive Assessment and Taxation software system. The conversion portion is completed and the new system was used to prepare the County's property tax statements for the 2003-2004 tax year. The development and implementation of other elements will take approximately two years. The County's Information Technology Department continues to develop and enhance systems allowing Deschutes County residents to access government services, transactions and information via the Internet. An outcome of a comprehensive facilities study was a plan to meet the County's needs for the next 20 years. Several major construction/remodeling projects, started in fiscal year 2002-2003, were completed by June 30, 2004, including an 85,000 square foot Class A office building, which houses most of the County's administrative offices. The expansion and remodel of the Justice Building began in June 2004. The County is upgrading its solid waste facility with a state of the art recycling center. These projects were funded with a $32 million Full Faith & Credit bond issued in May 2003. The debt will be repaid from rental charges to the State, internal rent charges to County departments occupying the buildings and from resources in the Project Development Fund and General County Projects Fund. The County is planning on issuing $3.4 million in tax-free debt in 2005 to provide resources for the purchase of land adjacent to the County's public safety complex and for the remodel of the Count's historic Courthouse which presently is used as offices by the District Attorney and the State courts. To take advantage of continuing low interest rates, the County entered into an advanced refunding of the general obligation bonds issued to build the Bend Library. This is the third refunding since 1998 of a general obligation bond issue. Over the past two decades, there have been growth -related problems in southern Deschutes County, ranging from water quality to substandard roads, to wildland fire hazards. Among the most serious issues, there are approximately 1,800 lots which have water tables at two feet or less. Most of these lots were created before Oregon land use laws came into existence. The population in the area is widely dispersed and there are few available services, such as water, sewer or paved roads. Deschutes County confronted this issue in a comprehensive manner, including purchasing a large block of land from BLM to use as a "new neighborhood," to create new, livable lots to trade for the lots that are unusable. This new neighborhood could also provide a location for community needs including a new senior center, an assisted living facility, housing choices, a rodeo ground, a new school site, parks, open space and trails. V1 Board of County Commissioners and the Citizens of Deschutes County, Oregon October 8, 2004 In 1999, the County embarked on a program to sell its under-utilized real property. The proceeds from such activities are accumulated to fund future development of facilities to be used for providing services to the citizens of Deschutes County. The proceeds from the land sales and the principal and interest payments on the resulting promissory notes are reported as Miscellaneous Income. As a result of this program, the County's reserves for future capital development have increased by nearly $1 million during the current fiscal year. Cash management policies and practices. During the year, the County's unrestricted cash balances were invested in accordance with the County's investment policy as authorized by the Board of County Commissioners and the Deschutes County Investment Advisory Committee. The primary objective of investing, as stated in the investment policy, is the preservation of capital. The County Treasurer invests funds on behalf of the County and other public agencies, as a trustee, in a manner to earn an appropriate yield while minimizing risk and meeting the liquidity needs. County monies and monies of other agencies for which the County acts as trustee, are pooled for investment purposes unless otherwise provided for under the County investment policy. The investments include bank certificates of deposit, federal agency instruments, commercial paper, and the Oregon Local Government Investment Pool. Maturity ranges: 3 months — 18 months Average maturity: 12 months Average yield: 1.37% Risk management. The County budgets its risk management activities in two internal service funds. Each County department covered by the insurance provided by the Insurance Fund makes payments into this fund for Workers' Compensation, Unemployment, General Liability, Property Damage and Vehicle Insurance. Insurance rates are determined based on an actuarial study and resources are accumulated in this fund to meet future losses. Third party coverage is maintained for potential property damage losses. The County self insures for its health benefits and limits its exposure with a stop -loss policy. For medical/dental insurance risk, the Employee Benefits Advisory Committee plays an active role in minimizing the costs of losses to the County. Pension and other post -employment benefits Deschutes County provides retirement benefits for those employees meeting the qualifications of the Oregon Public Employee Retirement System (OPERS). OPERS is an agent multiple -employer defined benefit public employee pension plan. In addition to the pension benefits, the County contributes to the premium for health/dental/vision insurance for qualifying retirees, until the time such employees are eligible to participate in Medicare. vii Board of County Commissioners and the Citizens of Deschutes County, Oregon October 8, 2004 Awards and Acknowledgements The Government Finance Officers Association (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the County for its comprehensive annual financial report for the year ended June 30, 2003. This was the third consecutive year that the County had submitted its report for consideration of the award. In order to be awarded a Certificate of Achievement, the County published an easily readable and efficiently organized comprehensive annual financial report. This report satisfied both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current comprehensive annual financial report continues to meet the Certificate of Achievement Program's requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. The preparation of the comprehensive annual financial report on a timely basis was made possible by the dedicated service of the entire staff of the Finance Department. We would like to express our appreciation to all members of the department who assisted and contributed to the preparation of this report. Acknowledgment should also be given to the Board of County Commissioners for their interest and support in planning and conducting the operations of the County in a responsible and progressive manner. Respectfully submitted, Mike Maier Administrative Services Director �,Nn MJ- �-- Marty Wynne Finance Director DESCHUTES COUNTY, OREGON COUNTY OFFICIALS JUNE 30, 2004 ELECTED OFFICIALS COUNTY COMMISSIONERS Mike Daly Tom DeWolf Dennis Luke ASSESSOR DISTRICT ATTORNEY Scot Langton Mike Dugan SHERIFF TREASURER Les Stiles Marty Wynne COUNTY CLERK SURVEYOR Nancy Blankenship Jeff Kern APPOINTED OFFICIALS Administrative Services Director Mike Maier County Counsel Mark Pilliod Finance Director Marty Wynne Internal Auditor David Givans Administrative Building 1300 NW Wall Street Bend OR 97701 ix Q p A a a r a u � � a s � V� 0 FiDg na-i r p � a ctlA � Aa3 x H •x �3 CA a a rA m �•� t� � U P SJ o '� _m Q + �iz 3 1 I F; � Ii Q p A a a r a u � � a s � V� 0 FiDg na-i Certificate of Achievement for Excellence in Financial Reporting Presented to Deschutes County, Oregon For its Comprehensive Annual Financial Report for the Fiscal Year Ended June 30, 2003 A Certificate of Achievement for Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to government units and public employee retirement systems whose comprehensive annual financial reports (CAFRs) achieve the highest standards in government accounting and financial reporting. 4UMTT STATES Pf INE {J TION President M+ciw Executive Director Q FINANCIAL SECTION INDEPENDENT AUDITORS' REPORT John P Iiarrigan. CPA A eslev B Piece III. CPA Canda(c S f ronl,_ CPA Board of Commissioners Deschutes County, Oregon We have audited the accompanying financial statements of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information of Deschutes County, Oregon, as of and for the year ended June 30, 2004, which collectively comprise the County's basic financial statements, as listed in the table of contents. These financial statements are the responsibility of the management of Deschutes County, Oregon. Our responsibility is to express opinions on these basic iLme2oo C dniado financial statements based on our audit. nice z 3end. OR 97702 el 641) 382 4791 We conducted our audit in accordance with generally accepted auditing standards in a\15411 388 1 124 the United States of America and Government Auditing Standards, issued by the bendcpaCom Comptroller General of the United States. Those standards require that we plan and rmad(dbendcpacom perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions. In our opinion, the basic statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business - type activities, each major fund, and the aggregate remaining fund information of Deschutes County, Oregon, as of June 30, 2004, and the respective changes in financial position and cash flows where applicable, thereof, for the year then ended, in conformity with generally accepted accounting principles of the United States of America. The accompanying management discussion and analysis starting on page 5 and budgetary comparison information on pages 61-67 are not a required part of the basic financial statements but is supplementary information required by the Governmental Accounting Standards Board. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods of measurement and presentation of the required supplementary information. However, we did not audit the information and express no opinion on it. In accordance with Government Auditing Standards, we have also issued our report dated October 8, 2004, on our consideration of Deschutes County's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of Board of Commissioners Deschutes County, Oregon that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be considered in assessing the results of our audit. Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the County's basic financial statements. The combining and individual non -major fund financial statements and other financial schedules and the Schedule of Expenditures of Federal Awards as listed in the table of contents are presented for purposes of additional analysis and as required by U.S. Office of Management and Budget Circular A-133, "Audits of State, Local Governments and Non - Profit Organizations", and are not a required part of the basic financial statements. The combining and individual non -major fund financial statements, other financial schedules and the Schedule of Expenditures of Federal Awards have been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, are fairly stated in all material respects in relation to the basic financial statements taken as a whole. The Introductory and Statistical sections as listed in the table of contents have not been subjected to the auditing procedures applied in the audit of the basic financial statements, and accordingly, we express no opinion on them. HARRIGAN PRICE FRONK & CO. LLP Certified Public Accountants & Consultants By: Candace S. Fronk - a partner October 8, 2004 DESCHUTES COUNTY, OREGON MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2004 As management of Deschutes County, we offer readers of Deschutes County's financial statements this narrative overview and analysis of the financial activities of Deschutes County for the fiscal year ended June 30, 2004. We encourage readers to consider this information in conjunction with additional information that we have furnished in our letter of transmittal, which can be found on pages iii -viii of this report. Financial Highlights • The assets of Deschutes County exceeded its liabilities at June 30, 2004, by $78,062,000. Of this amount, $21,749,000 is unrestricted. • Total net assets increased by $18,164,000. • As of June 30, 2004, Deschutes County's governmental funds reported combined ending fund balances of $45,832,000. • As of June 30, 2004, the unreserved fund balance in the General Fund was $5,114,000 of total General Fund fiscal year 2003-2004 expenditures. • Deschutes County's total debt increased by $2,138,000, or 2%, during the fiscal year ended June 30, 2004. This change is due to borrowing $7 million for prepayment of pension costs and repayment of nearly $5 million of existing debt. Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to Deschutes County's basic financial statements. These basic financial statements comprise three components: 1) government -wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. Government -wide financial statements. The government -wide financial statements are designed to provide readers with a broad overview of Deschutes County's finances, in a manner similar to a private -sector business. The Statement of Net Assets presents information on all of Deschutes County's assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position of Deschutes County is improving or deteriorating. The Statement of Activities presents information showing how Deschutes County's net assets changed during the fiscal year ended June 30, 2004. Changes in net assets are reported when the underlying event giving rise to the change occurs, regardless of the timing of the related cash, or other financial assets, flows. Thus, revenues and expenses are reported in this statement for some items, for example, property taxes and accrued vacation, that will result in cash flows in future fiscal periods. Each of these government -wide financial statements, Statement of Net Assets and Statement of Activities, distinguish functions of Deschutes County that are supported primarily by taxes and inter -governmental revenues (governmental activities) from other functions that are intended to recover all, or a significant -5- DESCHUTES COUNTY, OREGON MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2004 portion of, their costs through user fees and charges (business -type activities). The governmental activities of Deschutes County include general government, general services, public protection, County roads, health and welfare, and education. The business -type activities of Deschutes County include Solid Waste operations and the Deschutes County Fair & Expo Center. The government -wide financial statements include seven county service districts: Deschutes County 911 CSD, Extension/4-H CSD, Black Butte Ranch CSD, Sunriver Service District, Bend Library CSD, Redmond Library CSD and Sunriver Library CSD. These entities are legally separate but are included as blended component units based on the criteria described in the Notes to Financial Statements (Note 1 — Summary of Significant Accounting Policies). Separately issued financial statements for each component unit are available at the Deschutes County Finance Department, 1300 NW Wall Street, Bend, OR 97701. The government -wide financial statements can be found on pages 19-20 of this report. Fund financial statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. Deschutes County, like other state and local government entities, uses fund accounting to ensure and demonstrate compliance with finance - related legal requirements. Each of the funds of Deschutes County is classified in one of three categories: governmental funds, proprietary funds and fiduciary funds. Governmental funds. Governmental funds are used to account for essentially the same functions as governmental activities in the government -wide financial statements. However, unlike the government -wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government's near-term financing requirements. Because the focus of governmental funds is narrower than that of the government -wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government -wide financial statements. By doing so, readers may better understand the long-term impact of the government's near-term financing decisions. A reconciliation from the Governmental Funds Balance Sheet to the Government -wide Statement of Net Assets and a reconciliation from the Governmental Funds Statement of Revenues, Expenditures and Changes in Fund Balances to the Government -wide Statement of Activities have been included in this report. Deschutes County reported activity in 79 individual governmental funds during the fiscal year ended June 30, 2004. Information is presented separately in the governmental funds Balance Sheet and in the governmental fund Statement of Revenues, Expenditures and Changes in Fund Balances for the General Fund and the County's other major funds (Sheriff's, Mental Health, Road and Project Development Funds). Data from all other governmental funds are combined into a single, aggregated presentation. Individual data for each of these non -major governmental funds is provided in the form of combining statements in the "Other Supplementary Data" section of this report and in the budget to actual comparison schedules. Deschutes County adopts an annual budget for each of its funds. A budgetary comparison statement has been provided for each of these funds to demonstrate compliance with the annual budget. The Basic Governmental Fund Financial Statements can be found on pages 21-24 of this report DESCHUTES COUNTY, OREGON MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2004 Proprietary funds. Deschutes County maintains two different types of proprietary funds. Enterprise funds are used to report the same functions as business -type activities in the government -wide financial statements. Deschutes County uses enterprise funds to account for its Solid Waste and Fair & Expo Center operations. Internal service funds are an accounting device used to accumulate and allocate costs internally among Deschutes County's various functions. Deschutes County uses internal service funds to account for its building, administrative, finance, legal, personnel, information technology and insurance services. Because these services predominately benefit governmental rather than business -type functions, they have been included within governmental activities in the government -wide financial statements. Proprietary funds financial statements provide similar, but more detailed, information as the government - wide financial statements. The proprietary fund financial statements provide information separately for the Solid Waste and the Fair & Expo Center operations, both of which are considered to be major funds of Deschutes County. The internal service funds are combined into a single, aggregated presentation in the proprietary funds financial statements. Individual fund data for the internal service funds is provided in the form of combining statements in the "Other Supplementary Data" section of this report and in the budget to actual comparison schedules. The Basic Proprietary Funds Financial Statements can be found on pages 25-27 of this report. Fiduciary funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the government. Fiduciary funds are not reflected in the government -wide financial statements because the resources of those funds are not available to support Deschutes County's own programs. The Basic Fiduciary' Funds Statement of Assets and Liabilities can be found of page 28 of this report. Notes to the financial statements. The notes provide additional information that is essential to a full understanding of the data provided in the government -wide and fund financial statements. The notes to the financial statements can be found on pages 29-57 of this report. Other information. In addition to the basic financial statements and accompanying notes, this report also presents as required supplementary information, the budgetary comparisons for the General Fund and major special revenue funds. Required supplementary information begins on page 61 of this report. The combining statements referred to above, in connection with non -major governmental funds and internal service funds, are presented in the "Other Supplementary Data" section of this report. Government -wide Financial Analysis Net assets, at a specific point in time, serve as a useful indicator of an entity's financial position. In the case of Deschutes County, assets exceed liabilities by $78,062,000 at June 30, 2004. Forty-four percent of Deschutes County's net assets represent its investment in capital assets (land, infrastructure, buildings, and equipment) less the related outstanding debt issued to acquire those capital assets. Deschutes County uses these capital assets to provide services to citizens, and these net assets are not available for future spending. Although Deschutes County's investment in its capital assets is reported net of related debt, the resources needed to repay this debt must be provided from other sources, as the capital assets will not be liquidated to service the debt. Twenty-eight percent of Deschutes County's net assets are restricted for use in its long-term capital projects and debt service requirements. -7- DESCHUTES COUNTY, OREGON MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2004 The remaining twenty-eight percent, $21,749,000, of Deschutes County's net assets may be used to meet the County's on-going obligations to citizens and creditors. As of June 30, 2004, Deschutes County reports positive balances in all three categories of net assets (capital assets net of debt, restricted and unrestricted) for the government as a whole and for the governmental activities and business -type activities separately. Current and other assets Capital assets Total assets Long-term liabilities outstanding Other liabilities Total liabilities Net assets: Invested in capital assets, net of related debt Restricted Unrestricted Total net assets Deschutes County's Net Assets Governmental activities Business -type activities Total 2003 2004 (Restated) 2004 2003 (Restated) 2004 2003 (Restated) $ 80,256,809 $ 79,093,298 $ 20,164,976 $ 21,108,901 $ 100,421,785 $ 100,202,199 70,982,584 53,367,934 36,774,548 33,400,687 107,757,132 86,768,621 151,239,393 132,461,232 56,939,524 54,509,588 208,178,917 186,970,820 77,702,557 74,683,742 38,633,752 40,332,874 116,336,310 115,016,616 11,362,348 10,147,158 2,418,482 1,618,759 13,780,830 11,765,917 89,064,905 84,830,900 41,052,235 41,951,633 130,117,140 126,782,533 21,977,138 16,778,521 12,500,715 8,403,452 34,477,853 25,181,973 21,835,161 14,649,031 - - 21,835,161 14,649,031 18,362,189 16,202,780 3,386,574 4,154,503 21,748,763 20,357,283 $ 62,174,488 $ 47,630,332 $ 15,887,289 $ 12,557,955 $ 78,061,777 $ 60,188,287 Deschutes County's net assets increased by nearly $18 million during the year ended June 30, 2004, allowing for the repayment of long-term debt and increase in operating and capital reserves. • During fiscal year 2003-2004, nearly $5 million of long-term debt was repaid. • Current year activities of the County's solid waste enterprise provided resources to increase its reserves by $3 million for the future costs associated with the closure and postclosure responsibilities of the landfills. • Due to uncertainty regarding the legality of the contribution rate for the County's defined benefit pension plan, the County met its goal to increase the pension reserve by $2.2 million. • The Road Department activities resulted in an increase to the County's net assets of nearly $5 million. More than $3 million of resources were used for infrastructure improvements and nearly $2 million in resources have been reserved for a major road project to be undertaken at Deschutes Junction. 12 DESCHUTES COUNTY, OREGON MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2004 • Sunriver Service District, a blended component unit of the County established July 1, 2002, needs to accumulate a reserve for its economic stability. During fiscal year 2003-2004, its reserves increased by $500,000. • Effective July 1, 2003, the tax rate for Deschutes County 911 County Service District's tax rate was increased to build resources for future technological upgrades and staff retention. As a result, its net assets increased by approximately $900,000. • The County's Community Development Department is directly affected by business cycles which determine the level of development in the County. During fiscal year 2003-2004, the economy had a favorable impact on the development, allowing it to set aside nearly $1 million to minimize the negative impact of an economic downturn. Governmental activities. Governmental activities increased Deschutes County's net assets by $14,834,000 during the fiscal year ended June 30, 2004, accounting for approximately eighty percent of the total growth in the net assets of Deschutes County. Key elements of this increase are as follows: • Property taxes increased by $2.8 million (9.6%) over the prior year. This increase is due to the increase in the assessed valuation of property in Deschutes County due to continued growth in the County. Due to decreases in the amount of State funding for the County's health and welfare and public protection programs, expenses of these programs declined over the prior year. In DESCHUTES COUNTY, OREGON MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2004 Deschutes County's Changes in Net Assets Expenses: General government Governmental activities Business -type activities Total 328,770 772,422 2003 14,619,177 2003 - 2003 14,619,177 2004 (Restated) 2004 (Restated) 2004 (Restated) Program revenues: 29,938,540 County roads 8,241,978 9,220,189 - - Charges for services $ 33,678,880 $ 15,974,078 $ 8,267,516 $ 7,569,111 $ 41,946,396 $ 23,543,189 Grants and contributions 22,564,184 38,112,146 109,555 198,611 22,673,739 38,310,757 General revenues: 1,106,637 Interest on long-term debt 3,265,500 2,648,585 - - Property taxes 32,534,677 29,681,061 1,844,947 1,952,415 34,379,624 31,633,476 Other taxes 3,004,567 2,967,211 - - 3,004,568 2,967,211 Grants and contributions - 1,106,469 - - - 1,106,469 Other 5,962,135 1,415,598 229,703 2,672,479 6,191,838 4,088,077 Total revenues 97,744.443 89,256.563 10,451,721 12,392,616 108,196,164 101,649,179 Expenses: General government 328,770 772,422 328,770 772,422 General services 14,619,177 17,436,802 - - 14,619,177 17,436,802 Public protection 35,794,752 29,938,540 - - 35,794,752 29,938,540 County roads 8,241,978 9,220,189 - - 8,241,978 9,220,189 Health and welfare 19,222,151 20,226,318 - - 19,222,151 20,226,318 Education 1,143,468 1,106,637 - - 1,143,468 1,106,637 Interest on long-term debt 3,265,500 2,648,585 - - 3,265,500 2,648,585 Solid waste - - 3,611,080 3,779,596 3,611,080 3,779,596 Fair & expo center - - 3,805,532 4,411,767 3,805,532 4,411,767 Total expenses 82,615,796 81,349,493 7,416,612 8,191,363 90,032,408 89,540,856 Increase in net assets before transfers 15,128,647 7,907,070 3,035,109 4,201,253 18,163,756 12,108,323 Transfers (294,227) (396,742) 294,227 396,742 - - Change in net assets 14,834,420 7,510,328 3,329,336 4,597,995 18,163,756 12,108,323 Net assets, beginning 47,630,332 40,120,004 12,557,953 7,959,958 60,188,285 48,079,962 Residual equity transfer (290,264) - - 290,264 - Net assets, ending $ 62,174,488 $ 47,630,332 $ 15,887,289 $ 12,557,953 $ 78,061,777 $ 60,188,285 -10- DESCHUTES COUNTY, OREGON Management's Discussion and Analysis June 30, 2004 Expenses and Program Revenues - Governmental Activities 40,000 35,000 30,000 25,000- 20,000 - 15,000 10,000 5,000 0 General General government services Revenues by Source -Governmental Activities Gain on Prop er l y t axes 33% Capital grants and 1% ® Expenses e Revenues Public County roads Health and protection Welfare CINc faxes 77 Education Interest on long-term debt Charges for services 35°1, 7t her 1% Operating grants and contributions 22% -11- DESCHUTES COUNTY, OREGON MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2004 Business -type activities. Business type activities increased Deschutes County's net assets by $3,329,000, accounting for nearly twenty percent of the total growth in the County's net assets. Key elements of this increase are as follows: Solid Waste — an increase in the total capacity of the County's landfill resulted in a reduction of the closure and postclosure liability. Solid Waste — an increase in the population of Deschutes County resulted in increased revenues at the landfill with negligible increase in operating costs. Revenues increased by $640,000 over the prior year. Financial Analysis of the County's Funds Deschutes County uses fund accounting to ensure and demonstrate compliance with finance -related legal requirements. Governmental funds. The focus of Deschutes County's governmental funds is to provide information on near-term inflows, outflows and balances of spendable resources. Such information is useful in assessing Deschutes County's financing requirements. In particular, unreserved fund balance may serve as a useful measure of a government's net resources available for spending as of the end of the fiscal year. As of June 30, 2004, $45,832,000 is the reported combined ending fund balance for Deschutes County's governmental funds, a decrease of $9,890,000 from June 30, 2003. In March 2003, $26 million in debt was issued for the purpose of financing several capital projects which are accounted for in the governmental funds. As of June 30, 2004, $15 million of these funds had been expended on these projects. An accumulation of resources in two of the County's Limited Tax Improvement Bond Debt Service funds were used to significantly reduce the outstanding balance of this type of debt. Offsetting such reduction in fund balance was an increase of nearly $2.6 million in reserve funds. As of June 30, 2004, the fund balance of Deschutes County's General Fund is $5,114,000, all unreserved. One measure of the General Fund's liquidity is the relationship of both the unreserved and the total fund balance to the fund's total expenditures. The fund balance as of June 30, 2004 for the General Fund is 56% of total General Fund fiscal year 2003-2004 expenditures. Deschutes County's General Fund balance increased by $365,000 during the fiscal year ended June 30, 2004. Many offsetting factors contributed to this increase. Increases in the amount of property tax revenues and continued robust recording activity in the Clerk's Office result in an increased fund balance. Proprietary funds. The information presented in the proprietary funds statement is similar to that in the government -wide financial statements, but provides greater detail. At June 30, 2004, unrestricted net assets of the Solid Waste Department were $2,356,000 and for the Fair & Expo Center were $1,030,000. -12- DESCHUTES COUNTY, OREGON Management's Discussion and Analysis June 30, 2004 Expenses and Program Revenues - Business -type Activities 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 Solid waste Fair and expo center Revenues by Source - Business -type Activities Charges for servic( 79% -13- Other 2% Operating 9ran[ s and CoNrib(Aioris 10/0 ,erty taxes 18% DESCHUTES COUNTY, OREGON MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2004 General Fund Budgetary Highlights There were no differences, other than appropriation transfers, between the General Fund's budget as originally adopted and the final amended budget. General Fund actual revenues exceeded estimated revenues by $1,507,000. Property taxes were more than estimated ($310,000) and fees for services, primarily from the County Clerk's Office activities, exceeded the estimated revenues ($1,015,000). Capital Asset and Debt Administration Capital Assets. Deschutes County's investment in capital assets for its governmental and business -type activities as of June 30, 2004, is $107,757,000, net of accumulated depreciation. This investment in capital assets includes land, buildings, equipment and infrastructure such as roads and bridges. The net increase in capital assets for the year ended June 30, 2004, was 33% for governmental activities, 10% for business - type activities and 24% combined. Changes in the County's capital assets during the year ended June 30, 2004, were due to the following: Completion of the construction of an office building and a building serving as a warehouse and archive contributed to the increase of $14,762,000 in building and improvements. • Infrastructure (roads, bridges, culverts) increased by $2,976,000 during the fiscal year. • Construction in progress on the Solid Waste's state-of-the-art collection and recycling center. Additional information on Deschutes County's capital assets is included in Note III on page 41 of this report. Long-term debt. As of June 30, 2004, Deschutes County's outstanding bonded debt was $94,312,000. Of this, $87,784,000 is backed by the full faith and credit of the County and $1,132,000 is special assessment debt for which the County is liable in the event of default by the property owners subject to the assessment. General Obligation Bonds OR Local Gov't Pension Bonds Full Faith & Credit Obligation Special assessment debt with governmental commitment Total Deschutes County's Outstanding Debt Bonds Governmental activities 2004 2003 Business -type activities Total 2004 2003 2004 2003 $ 25,219,084 $ 26,530,947 $ 23,190,000 $ 24,050,000 $ 48,409,084 $ 50,580,947 5,395,979 33,184,766 5,409,656 26,094,766 6,190,234 6,190,234 5,395,979 39,375,000 5,409,656 32,285,000 1,132,202 2,715,000 - - 1,132,202 2,715,000 $ 64,932,031 $ 60,750,369 $ 29,380,234 $ 30,240,234 $ 94,312,265 $ 90,990,603 -14- DESCHUTES COUNTY, OREGON MANAGEMENT'S DISCUSSION AND ANALYSIS JUNE 30, 2004 Deschutes County's bonded debt increased by $3,322,000 (4%) during the fiscal year. This is due mainly to the issuance of $7,090,000 in bonds to prepay a portion of the County's pension obligation. During the current fiscal year, Deschutes County refinanced approximately $5.3 million of its general obligation bonds to take advantage of historic low interest rates. This advanced refunding was undertaken to reduce total debt service payments by $570,000 over the next 10 years with a resulting economic gain of $419,000. Deschutes County's most recent debt issue was rated Al by Moody's Investors Services. State statutes limit the amount of general obligation debt a governmental entity may issue to 2% of its real market value. The current debt limitation for Deschutes County is $269,467,000. The County's current general obligation of $48,409,000 represents 18% of this limitation. Additional information on Deschutes County's long-term debt is included in Note III F on pages 43-47 of this report. Key Economic Factors and Budgets Information for the Future The unemployment rate in the State of Oregon is one of the highest in the United States, but the economy of Deschutes County has been robust, especially in residential and commercial construction. Deschutes County has experienced the highest growth rate of all Oregon counties over the past twelve years. • It is anticipated the cost of providing health benefits to County employees will increase by 15% in the next fiscal year. • The rates for contributions to the Oregon Public Employees Retirement System were reduced effective July 1, 2003, throughout the State of Oregon. The Oregon Supreme Court has not issued its ruling as to the legality of the assumptions used in determining such rates, but is expected to do so within the next year. The County has created a reserve to offset any negative impact the court's ruling may have. Requests for Information This financial report is designed to provide a general overview to those parties interested in Deschutes County's finances. Questions concerning any of the information provided in this report or requests for additional information should be addressed to Deschutes County Finance Department, 1300 NW Wall Street, Bend, OR 97701. -15- BASIC FINANCIAL STATEMENTS ASSETS Cash and cash equivalents Investments, plus accrued interest Restricted cash Taxes receivable Accounts receivable Notes and contracts receivable Assessments receivable Internal balances Inventory Other assets Capital assets: Land Construction in progress Infrastructure Land improvements Building & improvements Equipment & vehicles Total capital assets Total assets LIABILITIES Accounts payable Accrued interest Unearned revenues Compensated absences: Due within one year Due in more than one year Long term debt: Due within one year Due in more than one year Premium on bonds payable Accrued claims payable: Due within one year Due in more than one year Accrued landfill closure costs Total liabilities Net Assets Invested in capital assets, net of related debt Restricted for: Capital projects Debt service Road projects Unrestricted Total net assets DESCHUTES COUNTY, OREGON Statement of Net Assets June 30, 2004 Governmental Activities $ 24,502,792 28,048,484 1,213,135 1,769,987 1,575,946 7,115,215 1,203,840 250,000 761,961 13,815,449 6,284,101 3,106, 944 5,457,488 2,313,483 46,891,942 6,928,626 70,982,584 151,239,393 4,208,865 314,302 611,446 4,247,425 919,084 3,868,321 71,863,615 672,433 1,422,565 936,849 89,064,905 21,977,138 12,804,659 2,801,925 6,228,577 18,362,189 $ 62,174,488 The notes to the financial statements are an integral part of this statement. -19- Business -Type Activities $ 8,141, 058 9,824,035 86,040 538,893 (250,000) 1,824,950 336,650 2,900,988 11,278,374 19,646,642 2,611,894 36,774,548 56,939,524 848,152 120,435 250,412 172,989 5,183 1,199,483 28,809,525 810,689 8,835,367 41,052,235 12,500,715 3,386,574 $ 15,887,289 Total $ 32,643,850 37,872,519 1,213,135 1,856,027 2,114,839 7,115,215 1,203,840 761,961 15,640,399 6,620,751 6,007,932 5,457,488 13,591,857 66,538,584 9,540,520 107,757,132 208,178,917 5,057,017 434,737 861,858 4,420,414 924,267 5,067,804 100,673,140 1,483,122 1,422,565 936,849 8,835,367 130,117,140 34,477,853 12,804,659 2,801,925 6,228,577 21,748,763 $ 78,061,777 DESCHUTES COUNTY, OREGON Statement of Activities For the Year Ended June 30, 2004 ram Revenues Net (Expense) Revenue and Changes in Net Assets Fees, Fines and Capital Grants Charges for Operating Grants and Governmental Business -Type Activities Expenses Services and Contributions Contributions Activities Activities Total Governmental: General government $ 328,770 $ 9,819 $ General services 14,619,177 14,044,031 Public protection 35,794,752 5,145,054 County roads 8,241,978 11,327,908 Health and welfare 19,222,151 2,009,193 Education 1,143,468 1,142,875 Interest and fiscal charges 3,265,500 Total governmental activities 82,615,796 33,678,880 Business -type: 29,528 $ - $ (289,423) $ 2,516,273 444,134 2,385,261 4,193,777 201,190 (26,254,731) 805,054 - 3,890,984 14,374,228 (2,838,730) Total business -type activities (593) - (3,265,500) _ 21,918,860 645,324 (26,372,732) $ (289,423) 2,385,261 (26,254,731) 3,890,984 (2,838,730) (593) (3,265,500) (26,372,732) Solid waste 3,611,080 6,651,736 15,000 3,055,656 3,055,656 Fair and Expo Center 3,805,532 1,615,780 94,555 (2,095,197) (2,095,197) Total business -type activities 7,416,612 8,267,516 109,555 960,459 960,459 Total Deschutes County $ 90,032,408 $ 41,946,395 $ 22,028,415 $ 645,324 (26,372,732) 960,459 (25,412,273) General revenues: Taxes: Property taxes, levied for general purposes 19,950,734 19,950,734 Property taxes, levied for sheriff services 9,671,418 9,671,418 Property taxes, levied for bonded debt 2,912,525 1,844,947 4,757,472 Transient room tax 3,004,567 - 3,004,567 Earnings on investments 1,144,302 229,703 1,374,005 Gain on sale of capital assets 4,817,832 4,817,832 Transfers (294,227) 294,227 Total general revenues and transfers 41,207,152 2,368,877 43,576,029 Change in net assets 14,834,420 3,329,336 18,163,756 Net assets - beginning 37,347,002 12,446,672 49,793,674 Prior period adjustments 10,283,330 111,281 10,394,611 Residual equity transfer to agency funds (290,264) (290,264) Net assets - ending $ 62,174,488 $ 15,887,289 $ 78,061,777 The notes to the financial statements are an integral part of this statement. -20- ASSETS Cash and cash equivalents Investments, plus accrued interest Restricted cash Taxes receivable Accounts receivable Notes and contracts receivable Assessments receivable Due from other funds Inventory Prepaid items Total assets LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Deficit in pooled cash accounts Deposits Due to other funds Unearned and deferred revenues Total liabilities Fund balances: Reserved for: Inventory Unreserved Unreserved, reported in nonmajor: Special revenue funds Debt service funds Capital project funds Total fund balances Total liabilities and fund balances DESCHUTES COUNTY, OREGON Governmental Funds Balance Sheet June 30, 2004 Other Total Project Governmental Governmental General Fund Sheriff Mental Health Road Development Funds Funds $ 2,535,119 $ 504,726 $ 853,928 $ 3,181,834 $ 2,515,983 $ 11,931,031 $21,522,621 3,058,664 609,140 1,030,402 3,839,349 3,036,475 12,785,911 24,359,943 - - - - - 1,213,135 1,213,135 616,135 434,458 - - 719,395 1,769,988 66,603 141,291 152,177 71,628 1,111,323 1,543,022 - - - 5,423,314 1,781,900 7,205,215 - 1,203,840 1,203,840 - 302,142 302,142 - 761,961 - 761,961 6,276,522 1,689,614 2,036,508 7,854,772 10,975,772 31,048,677 59,881,865 384,849 227,914 95,481 1,626,195 2,021 1,620,458 3,956,915 - - - - - 76,109 76,109 16,194 - - - - 1,600 17,794 - - - - - 52,142 52,142 761,152 344,595 309,289 - 5,217,101 3,314,289 9,946,429 1,162,195 572,509 404,770 1,626,195 5,219,122 5,064,598 14,049,389 - - - 761,961 - - 761,961 5,114,327 1,117,105 1,631,738 5,466,616 5,756,650 - 19,086,436 - - 19,064,774 19,064,774 1,843,771 1,843,771 5,075,534 5,075,534 5,114,327 1,117,105 1,631,738 6,228,577 5,756,650 25,984,079 45,832,476 $ 6,276,522 $ 1,689,614 $ 2,036,508 $ 7,854,772 $ 10,975,772 $ 31,048,677 $ 59,881,865 The notes to the financial statements are an integral part of this statement. -21- DESCHUTES COUNTY, OREGON Reconciliation of the Governmental Funds Balance Sheet To the Statement of Net Assets June 30, 2004 Total fund balances for governmental funds $ 45,832,476 Total net assets reported for governmental activities in the statement of net assets is different because: Capital assets used in governmental activities are not financial resources and therefore are not reported in the funds. Those assets consist of: Land 6,284,101 Construction in progress 3,106,944 Infrastructure, net of $257,518 accumulated depreciation 5,457,488 Land improvements, net of $811,486 accumulated depreciation 2,209,479 Buildings and improvements, net of $7,670,480 accumulated depreciation 46,891,942 Equipment and vehicles, net of $11,440,897 accumulated depreciation 6,406,401 Total capital assets 70,356,356 Other assets are not financial resources and therefore are not reported in the funds: Prepaid pension costs 11,672,305 Investment in Healing Health Campus, LLC 229,099 Prepaid items 828,468 Internal service funds are used by the County to charge the cost of insurance, (341,674) building services, administrative services, finance, legal, personnel and information (4,608,412) technology to individual funds. The assets and liabilities of the internal service funds 1,085,576 are included in governmental activities in the statement of net assets. Internal (672,433) service fund net assets are: 4,234,513 Some of the County's receivables will be collected after year-end, but are not available soon enough to pay for the current period's expenditures, and therefore are reported as unearned revenues in the funds. 9,262,776 Long-term liabilities applicable to the County's governmental activities are not due and payable in the current period and accordingly are not reported as fund liabilities. Interest on long-term debt is not accrued in governmental funds, but rather is recognized as an expenditure when due. All liabilities, both current and long-term, are reported in the statement of net assets. Also, during the year, the County refunded some of its existing debt. The amount borrowed is received in governmental funds and increases fund balance. The amount that was sent to the paying agent ($5,750,000) to be escrowed for payment of the old debt ($5,315,000) as it comes due is paid out of governmental funds and reduces fund balance. The difference between those two amounts ($435,000) will be amortized as an adjustment to interest expense in the statement of activities over the remaining life of the refunded debt. Balances at June 30, 2004 are: Accrued interest on debt (314,302) Certificates of participation (9,760,000) Bonds and notes payable (65,630,262) Capital leases (341,674) Compensated absences (4,608,412) Unamortized deferred cost of refunding debt 1,085,576 Unamortized premium on bonds (672,433) Long term liabilities X9_,927,205) Total net assets of governmental activities $62,174,488 This notes to the financial statements are an integral part of this statement. -22- DESCHUTES COUNTY, OREGON Governmental Funds Statement of Revenues, Expenditures, and Changes in Fund Balances - Governmental Funds For the Year Ended June 30, 2004 EXPENDITURES Current: General government 502,021 2,838,000 1,353,197 - - Other Total General services 8,160,853 - (150,000) (825,000 ) Project Governmental Governmental Public protection General Fund Sheriff Mental Health Road Development Funds Funds REVENUES - - - 9,176,227 477,797 9,654,024 Taxes $ 13,562,898 $ 9,712,999 $ - $ $ $ 12,339,075 $ 35,614,972 Licenses and permits 223,796 - 106,479 - 185,241 515,516 Fines, forfeitures, and penalties 389,238 283,154 - - - 534,169 1,206,561 Interest and rents 140,871 95,245 46,175 58,497 422,136 888,136 1,651,061 Intergovernmental 2,454,807 2,697,616 8,671,800 10,728,806 - 14,408,920 38,961,949 Charges for services 2,547,248 654,884 2,520,400 462,148 - 12,191,042 18,375,722 Other - 17,012,144 2,800 309,672 409,747 321,050 1,043,269 Total revenues 19,318,858 13,443,899 11,347,654 11,559,123 831,883 40,867,633 97,369,050 EXPENDITURES Current: General government 502,021 2,838,000 1,353,197 - - - 502,021 General services 8,160,853 - (150,000) (825,000 ) 193,328 13,871,524 22,225,705 Public protection - 16,296,400 - 16,641,886 32,938,286 County roads - - - 9,176,227 477,797 9,654,024 Health and welfare 136,209 12,535,388 - 8,880,755 21,552,352 Education - - 1,143,468 1,143,468 Debt service: - - - (435,000) (435,000) Principal payments 241,240 - - 626,620 1,485,671 4,018,339 4,259,579 Interest 13,703 2,628,000 - - 733,570 3,428,796 3,442,499 Capital outlay 80,903 715,744 7,428 377,998 403,566 18,960,321 20,545,960 Total expenditures 9,134,929 17,012,144 12,542,816 9,554,225 596,894 67,422,886 116,263,894 Excess (deficiency) of revenues - - - - (290,265) (290,265) over (under) expenditures 10,183,929 (3,568,245) (1,195,162) 2,004,898 234,989 (26,555,253) (18,894,844) OTHER FINANCING SOURCES (USES) Transfers in 141,857 2,838,000 1,353,197 - 300,000 12,389,968 17,023,022 Transfers out (9,961,248) (210,000) (150,000) (825,000 ) (1,052,101) (5,229,825) (17,428,174) Issuance of debt - 7,090,000 7,090,000 Discount on debt (1,492) (1,492) Proceeds from refunding bonds 5,750,000 5,750,000 Payment to refund bond escrow agent (5,315,000) (5,315,000) Debt issuance/defeasance costs - - - (435,000) (435,000) Proceeds of sale of assets - - 626,620 1,485,671 209,434 2,321,725 Total other financing sources and uses (9,819,391) 2,628,000 1,203,197 (198,380) 733,570 14,458,085 9,005,081 Net change in fund balances 364,538 (940,245) 8,035 1,806,518 968,559 (12,097,168) (9,889,763) Fund balances - beginning 4,749,789 2,057,350 1,623,703 4,422,059 4,788,091 38,371,512 56,012,504 Residual equity transfer to agency funds - - - - (290,265) (290,265) Fund balances - ending $ 5,114,327 $ 1,117,105 $ 1,631,738 $ 6,228,577 $ 5,756,650 $ 25,984,079 $ 45,832,476 The notes to the financial statements are an integral part of this statement. -23- DESCHUTES COUNTY, OREGON Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Government Funds to the Statement of Activities For the Year Ended June 30, 2004 Net change in fund balances - total governmental funds $ (9,889,763) The change in net assets reported for governmental activities in the statement of activities is different because: (7,090,000) Governmental funds report capital outlays as expenditures. However, in the 1,492 statement of activities expenditures for capital assets is allocated over the assets' (5,750,000) estimated useful lives and reported as depreciation expense. This is the 492,556 amount by which capital outlay ($20,067,002) exceed depreciation ($2,669,429) in (57,556) the current period 17,397,573 Governmental funds report loans funded as expenditures 1,538,083 Deferred pension cost reported as expenditure in governmental fund 6,895,415 The investment in Healing Health Campus, LLC, is reported as an expenditure 229,099 The book value, cost less accumulated depreciation, of capital assets disposed (2,163,807) of during the current year (71,346) Revenues and gains in the statement of activities that do not provide current financial resources and therefore are not reported in the governmental funds 2,491,732 Revenues in the governmental funds that are not reported in the statement of net assets (principal repayment) (1,229,660) Bond proceeds are reported as financing sources in governmental funds and thus contribute to the change in fund balance. In the statement of net assets, however, issuing debt increases long-term liabilities and does not affect the statement of activities. Similarly, repayment of principal is an expenditure in the governmental funds but reduces the liability in the statement of net assets. Debt issued: PERS Bond, Series 2004 (7,090,000) Discount on PERS Bond, Series 2004 1,492 Refunding general obligation bonds (5,750,000) Deferred charge - refunding general obligation bonds 492,556 Premium on general obligation bonds (57,556) Repayments: To paying agent: For general obligation principal 5,315,000 To bond, certificate and note holders 4,924,701 Net adjustment (2,163,807) Some expenses reported in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds. Assignment to Crook County of receivable due from State of Oregon (272,050) Compensated absences (165,463) Accrued interest on bonds 235,620 Amortization of deferred charge on refunding general obligation bonds (108,558) Amortization of premium (discount) on general obligation bonds 52,157 Amortization of prepaid pension expense (208,772) Internal service funds used by the County to charge the cost of insurance, building services, finance, legal, personnel, administrative services and information technology to individual funds. The net revenue (expense) of certain activities of internal service funds is reported with governmental activities. 104,158 Change in net assets of governmental activities - year ended June 30, 2004 $ 14,834,420 The notes to the financial statements are an integral part of this statement, -24- DESCHUTES COUNTY, OREGON ASSETS Current assets: Cash and cash equivalents Investments, plus accrued interest Accounts receivable Taxes receivable Prepaid items Total current assets Noncurrent assets: Notes receivable Capital assets: Land Construction in progress Land improvements Buildings and improvements Equipment and vehicles Total noncurrent assets Other - Deferred financing costs Total assets LIABILITIES Current liabilities: Accounts payable Unearned revenues Interest payable Accrued claims payable Bonds, notes and COPs payable Total current liabilities Noncurrent liabilities Bonds, notes and COPs payable Premium on bonds payable Due to other funds Accrued compensated leave Accrued landfill closure/postclosure costs Total noncurrent liabilities Total liabilities NET ASSETS Invested in capital assets, net of related debt Unrestricted Total net assets Proprietary Funds Statement of Net Assets June 30, 2004 Enterprise Funds Fair & Expo Internal Solid Waste Center Total Service $ 7,739,425 $ 401,633 $ 8,141,058 $ 3,056,281 9,340,511 483,524 9,824,035 3,688,545 515,817 23,076 538,893 32,921 - 86,040 86,040 - - 111,502 111,502 - 17,595,753 1,105,775 18,701,528 6,777,747 - 240,000 336,650 - 336,650 - 2,900,988 - 2,900,988 - 3,818,449 7,459,925 11,278,374 104,004 486,865 19,159,777 19,646,642 - 1,940,214 671,680 2,611,894 522,225 9,483,166 27,291,382 36,774,548 866,229 136,698 1,576,750 1,713,448 - 27,215,617 29,973,907 57,189,524 7,643,976 818,603 29,549 848,152 251,952 - 250,412 250,412 - 22,325 98,110 120,435 - - - - 2,359,414 225,053 974,430 1,199,483 - 1,065,981 1,352,501 2,418,482 2,611,366 5,967,072 22,842,453 28,809,525 240,000 46,348 764,341 810,689 - - 250,000 250,000 - 95,226 82,946 178,172 558,094 8,835,367 - 8,835,367 - 14,944,013 23,939,740 38,883,753 798,094 16,009,994 25,292,241 41,302,235 3,409,460 8,849,275 3,651,440 12,500,715 626,229 2,356,348 1,030,226 3,386,574 3,608,287 $ 11,205,623 $ 4,681,666 $ 15,887,289 $ 4,234,516 The notes to the financial statements are an integral part of this statement, -25- DESCHUTES COUNTY, OREGON Proprietary Funds Statement of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING REVENUES Charges for services Miscellaneous Total operating revenues OPERATING EXPENSES Personnel Materials and services Landfill closure/postclosure care costs Depreciation Total operating expenses Operating income (loss) NONOPERATING REVENUES (EXPENSES) Grants Property taxes Investment earnings Rents Amortization of debt issuance costs Interest expense Gain (loss) on equipment disposition Total nonoperating revenues (expenses), net Income (loss) before transfers Transfers in Transfers out Change in net assets Total net assets - beginning Prior period adjustment Total net assets - ending Enterprise Funds Fair & Expo Internal Solid Waste Center Total Service $ 6,585,095 $ 1,615,780 $ 8,200,875 $ 14,876,075 66,641 - 66,641 8,043 6,651,736 1,615,780 8,267,516 14,884,118 - - - 480 1,175,326 798,797 1,974,123 4,481,902 2,133,601 1,161,268 3,294,869 10,108,315 (450,550) - (450,550) - 475,039 705,798 1,180,837 264,254 3,333,416 2,665,863 5,999,279 14,854,471 3,318,320 (1,050,083) 2,268,237 29,647 15,000 94,555 109,555 - - 1,844,947 1,844,947 - 215,150 14,553 229,703 78,036 - - - 480 - (131,206) (131,206) - (277,664) (1,008,463) (1,286,127) (2,219) - - - (112,711) (47,514) 814,386 766,872 (36,414) 3,270,806 (235,697) 3,035,109 (6,767) 2,662,000 694,538 3,356,538 110,925 (2,662,000) (400,311) (3,062,311) - 3,270,806 58,530 3,329,336 104,158 7,813,459 4,633,213 12,446,672 4,212,102 121,358 (10,077) 111,281 (81,745) $ 11,205,623 $ 4,681,666 $ 15,887,289 $ 4,234,516 The notes to the financial statements are an integral part of this statement. -26- DESCHUTES COUNTY, OREGON Proprietary Funds Statement of Cash Flows For the Year Ended June 30, 2004 CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers Payments to employees Payments to suppliers Internal activity - payments from (to) other funds Other receipts Net cash provided (used) by operating activities CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Property taxes Grants Rents Sale of capital assets Interfund transfers, net Net cash provided by noncapital financing activities CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of capital assets Loan proceeds Principal paid on capital debt Interest paid on capital debt Net cash provided (used) by capital and related financing activities CASH FLOWS FROM INVESTING ACTIVATES Sale (purchase) of investments Interest Net cash used by investing activities Net decrease in cash and cash equivalents Cash and cash equivalents - beginning of year Cash and cash equivalents - end of year Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) Adjustments to reconcile operating income to net cash provided (used) by operating activities: Depreciation expense Change in assets and liabilities Receivables, net Prepaid items Accounts and other payables Net cash provided (used) by operating activities The notes to the financial statements are an integral part of this statement. -27- Enterprise Funds Internal Solid Waste Fair & Expo Service Fund Center Fund Total Funds $ 6,563,590 $ 1,636,766 $ 8,200,356 $ 1,748,982 (1,169,833) (793,791) (1,963,624) (4,429,932) (2,235,333) (1,177,956) (3,413,289) (9,724,640) - - - 13,144,336 66,644 - 66,642 7,608 3,225,068 (334,981) 2,890,085 746,354 - 1,860,892 1,860,892 - 15,000 94,555 109,555 - - - - 480 - 294,227 294,227 110,925 15,000 2,249,674 2,264,674 111,405 (3,697,585) (128,350) (3,825,935) (57,104) 240,000 (100,460) (872,332) (972,792) (162,264) (334,450) (1,076,423) (1,410,873) (2,794) (4,132,495) (2,077,105) (6,209,600) 17,838 (2,814,869) (104,550) (2,919,419) 1,709,458 252,663 16,988 269,653 88,112 (2,562,206) (87,562) (2,649,766) (1,621,346) (3,454,633) (249,974) (3,704,607) 745,749 11,194,058 651,607 11,845,665 3,802,030 $ 7,739,425 $ 401,633 $ 8,141,058 $ 3,056,281 $ 3,318,320 $ (1,050,083) $ 2,268,237 $ 29,647 475,039 705,798 1,180,837 264,254 (21,505) (1,505) (23,010) (31,502) (5,407) (5,409) - (546,786) 16,216 (530,570) 483,955 $ 3,225,068 $ (334,981) $ 2,890,085 $ 746,354 DESCHUTES COUNTY, OREGON Fiduciary Funds Statement of Fiduciary Assets and Liabilities June 30, 2004 ASSETS Cash and cash equivalents Investments, plus accrued interest Accounts receivable Total assets LIABILITIES Accounts payable Due to other governments Due to others Total liabilities NET ASSETS $ 5,026,029 6,065,785 5,934 11,097,748 261,841 1,983, 794 8,852,113 11,097,748 The notes to the financial statements are an integral part of this statement. -28- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES A. Reporting Entity Deschutes County is a municipal corporation governed by three Commissioners, elected at -large. The accompanying financial statements present the activities of Deschutes County (the County) and its seven (7) component units, entities for which the County is considered to be financially accountable. Blended component units, although legally separate entities, are, in substance, part of the County's operations. Following is a brief review of each component unit included within the reporting entity: Deschutes County Extension and 4-H Service District — furnishes support staff and a program coordinator for Oregon State University Extension Service. Its governing body is the Deschutes County Board of Commissioners. The financial accountability for the District is the responsibility of the County. Deschutes County 911 Service District — operates the County 9-1-1 call center. Its governing body is the Deschutes County Board of Commissioners. The financial accountability for the District is the responsibility of the County. Black Butte Ranch County Service District — operates under contract with Black Butte Ranch Corporation and Black Butte Ranch Association to provide police services. Its governing body is the Deschutes County Board of Commissioners. The financial accountability for the District is the responsibility of the County. Sunriver Service District — operates under contract with Sunriver Homeowner's Association to provide police and fire services. Its governing body is the Deschutes County Board of Commissioners. The financial accountability for the District is the responsibility of the County. Bend Library County Service District, Redmond Library County Service District, Sunriver Library County Service District — Each library county service district was established for the purpose of constructing a library and repaying the general obligation bonds issued to finance the cost of construction. Each library district's governing body is the Deschutes County Board of Commissioners. The financial accountability for each district is the responsibility of the County. These component units described above have been included in these financial statements. Component units' individual audited financial statements are also issued and are available in the Deschutes County Finance Department. There are other districts within the County that have not been included as component units of the County. The Board of County Commissioners appoints the boards of special road districts and vector districts, however, the County Commission does not exercise any administrative or financial control. These districts are autonomous Oregon municipal corporations and are not considered component units of Deschutes County. -29- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 B. Government -wide and fund financial statements The government -wide financial statements (i.e., the Statement of Net Assets and the Statement of Activities) report information on all non -fiduciary activities of the County and its component units. The effect of interfund activity has been removed from these statements, except where necessary to account for the cost of a program. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business -type activities, which rely to a significant extent on fees and charges for support. The Statement of Activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include 1) charges to customers or applicants who purchase, use or directly benefit from goods, services or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds, proprietary funds and fiduciary funds, even though the latter are excluded from the government -wide financial statements. Major individual governmental and enterprise funds are reported separately in the fund financial statements. C. Measurement focus, basis of accounting and financial statement presentation The government -wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund and fiduciary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized in the year for which they are levied. Grants and similar items are recognized as revenue if all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized when they are both measurable and available. Revenues are considered to be available if they are collected during the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the County considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service, compensated absences, claims and judgments expenditures are recorded at the time such payment is due. Fiduciary fund financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. All fiduciary funds are agency funds. The County has determined the following funds as major governmental funds: General Fund. The financial resources of the general government are accounted for in the General Fund, except those required to be accounted for in another fund. Sheriff's Office. The financial resources of the Sheriff's Office are accounted for in the Deschutes County Sheriff's Fund. This includes the administration, investigations, patrol, corrections, and search and rescue activities of the Sheriff's Office. -30- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 Mental Health. The financial resources of the County's mental health treatment programs for acute care, children & families, alcohol & drug and developmental disabilities. Road. The financial resources of the County's Road Department used for the building, repair and maintenance of the County's roads, bridges, culverts, street lighting and drainage. Project Development. The financial resources related to the County's project development activities. The County has determined that both of its enterprise activities are major. Solid Waste accounts for the operations of the County's sanitary landfill and transfer station sites. Fair & Expo Center accounts for the operations of the County's Fair & Expo Center, including the annual county fair. Additionally, the County reports the following fund types: Internal service funds account for building, administrative, finance, legal, personnel, information technology and insurance services provided to other County departments on a cost reimbursement basis. Agency funds are used for tracking various activities including the accumulation and distribution of property taxes; trustee for taxing districts, escrow on contractor retainage and developers, funds prior to adjudication; fiscal agent for distribution of the State of Oregon's common school funds, inter -governmental law enforcement activities, justice court; and various other collection and escrow agent activities. Private -sector standards of accounting and financial reporting issued prior to December 1, 1989, generally are followed in both the government -wide and proprietary fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. Governments also have the option of following subsequent private -sector guidance for their business -type activities and enterprise funds, subject to this same limitation. The County has elected not to follow subsequent private -sector guidance. As a general rule, the effect of interfund activity has been eliminated from the government -wide financial statements. Exceptions to this general rule are charges between the internal service funds and various other functions of the County. Elimination of these charges would distort the costs reported for the various functions concerned. Amounts reported as program revenues include 1) charges to customers or applicants for goods, services or privileges provided, 2) operating grants and contributions and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. Operating revenues and expenses are reported separately from non-operating items in the Proprietary Funds. Operating revenues and expenses generally result from providing services in connection with a proprietary fund's principal on-going operations. The principal operating revenues of Solid Waste and the Fair & Expo Center are charges to customers for services. Operating expenses for the enterprise funds and internal service funds include the cost of providing services, administrative expenses and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as non-operating revenues and expenses. -31- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 D. Budget Policy Budgets are prepared on the modified accrual basis for all funds. Except for the Fiduciary Funds, which accounts for "pass-through" transactions, the County adopts annual budgets for each of its funds as required by state law. The resolution authorizing appropriations for each fund sets the level by which expenditures cannot legally exceed appropriations. Total personal services, materials and services, debt service, capital outlay, and other expenditures by department for each fund are the levels of control established by the resolution. The County's published budget contains more specific detailed information for the above mentioned expenditures categories. Unexpected additional resources may be added to the budget through the use of a supplemental budget and appropriation resolution. Original and supplemental budgets may be modified by the use of appropriation transfers between the levels of control. Such transfers require approval of the Board of County Commissioners. Appropriations lapse at year end. E. Assets, liabilities and net assets or equity 1. Cash and Cash equivalents and Investments Cash and cash equivalents include amounts held as demand deposits and by the Local Government Investment Pool. The cash balances of substantially all funds are pooled and invested by the County Treasurer for the purpose of increasing earnings through investment activities. Investments are reported at fair value as of June 30, 2004, based on market prices and include accrued interest. Earnings on the pooled monies are apportioned and credited to the funds monthly, based on the average daily balances of each participating fund. 2. Receivables and payables All trade and property tax receivables are shown net of an allowance for uncollectibles. Notes receivable in governmental funds consist of loans that are not expected or scheduled to be collected in the subsequent year. The County is responsible for the assessment, collection and apportionment of property taxes for all jurisdictions within the County. Taxes are levied as of July 1 based on assessed values as of January 1. Property tax payments are due in three equal installments, on November 15, February 15 and May 15. A discount of 3% is available if taxes are paid in full by November 15 and a discount of 2% on the unpaid balance is available if taxes are paid in full by February 15. Property taxes become a lien on the property on July 1. 3. Inventories, prepaids and other assets Inventories are valued at cost using the first in/first out (FIFO) method. The only material inventories of the County are accounted for in the Road Fund. Certain payments to vendors reflect costs applicable to future accounting periods and are reported as prepaid items. Other assets include prepaid pension costs, deferred debt issuance and refunding costs, and an investment in a joint venture — See Note II C for additional information. 4. Restricted assets In accordance with the terms and agreements of some long-term financings, certain assets are restricted for future debt service payments. The County first applies restricted resources when an expense is incurred for purposes for which both restricted and unrestricted net assets are available. -32- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 5. Capital assets Capital assets, which include property, plant, equipment and infrastructure (e.g. roads, bridges, sidewalks and similar items), are reported in the applicable governmental or business -type activities columns in the government -wide statement of net assets. Capital assets are defined by the County as assets with an initial individual cost of more than $5,000 and an estimated useful life in excess of two years. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at their fair value at the date of donation. General infrastructure assets, consisting primarily of roads and bridges, acquired prior to July 1, 2002, have not yet been reported. The cost of normal maintenance and repairs that do not add to the value of the asset or materially extend assets' lives are not capitalized. Property, plant and equipment is depreciated using the straight-line method over the following estimated useful lives: Assets Years Buildings and improvements 10-60 Improvements other than buildings 10-30 Equipment and vehicles 3-20 Infrastructure 20-50 6. Compensated absences It is Deschutes County's policy to permit employees to accumulate earned but unused vacation, time management (a leave with pay program, including sick, vacation, family emergency, and compensatory time) and sick leave. A liability for the vested portion of such leave is reported in the proprietary funds and the government -wide funds. Except in the two cases as noted below, no liability for unpaid accumulated sick leave is recorded because the County does not pay sick leave when employees separate from service with the County. Exceptions to non-payment of sick leave are: 1) Non -represented employees receive one- half of their sick leave earned through June 30, 1994, and 2) Employees who are members of the Public Works union receive one-half of their sick leave upon separation following at least five years of service. A liability for the vested portion of vacation, sick leave and time management is reported in the proprietary funds and the government -wide funds. In prior years, the liability for compensated absences improperly omitted the liability for salary -related payments associated with the payment of compensated absences, specifically the employer's share of the social security and Medicare taxes and employer's contribution to pension plans. Compensated absence expense for fiscal year 2003-2004 and compensated absence liability at June 30, 2004, include such salary - related payments. Beginning net assets have been restated, a reduction of $866,484, to include the increase to this liability. See Note II H for additional information. 7. Long-term obligations In the government -wide statements and the proprietary funds statements, long-term debt and other long- term obligations are reported as liabilities in the applicable governmental activities, business -type activities and proprietary fund type statement of net assets. Bond premiums and issuance costs are deferred and amortized over the life of the bonds using the straight-line method. 8. Fund equity In the fund statements, governmental funds report reservations of fund balance for any amounts that are not available for appropriation or are legally restricted by outside parties for use for a specific purpose. -33- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 II — STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY A. Budgetary Information Each department of the County submits requests for appropriations to the Budget Officer, who is appointed by the Board of County Commissioners. A proposed budget is prepared by fund, category and line item activity. The proposed budget includes information on the past three years and estimated resources and requested appropriations for the ensuing year. The proposed budget is presented by the Budget Officer to the Budget Committee. The Budget Committee holds public meetings and may make changes to the proposed budget. The Budget Committee submits the budget for adoption to the governing body of the County. The governing body announces a public hearing, and after considering matters discussed, may make changes to the budget prior to its adoption. Such changes cannot exceed 10% of the appropriations of the approved budget or a change in the amount of the ad valorem taxes without re -publication of the budget and another public hearing. After the budget is adopted, changes in appropriations are sometimes necessary. The governing body may make additional appropriations to 1) expend new grant revenues received during the fiscal year, 2) adopt a supplemental budget for occurrences or needs not foreseen at the time the budget was adopted and 3) approve appropriation transfers. It is, however, illegal to overspend an appropriation. In accordance with state statutes, appropriations are approved before the beginning of the fiscal year and terminate June 30 of the year of appropriation. Encumbrances are not reported in the financial statements. B. Excess of expenditures over appropriations For the year ended June 30, 2004, expenditures exceeded appropriations by category (the legal level of budgetary control) as follows: Personnel Fund Amount Weed Abatement $ 489 Finance 250 Sunriver Service District 5,624 Materials & Services Fund Sheriff's 5,336 Special Transportation 13,682 Community Justice Juvenile 54,640 COLES Asset Forfeiture 2,270 Deschutes County Communication System 594 Health Department 2,546 Vehicle Maintenance & Reserve 1,762 Deschutes County 911 CSD 19,501 Sunriver Service District Reserve 20 Local Improvement District 53,757 -34- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 C. Deficit Fund Equity The County's Debt Service Fund for the General Obligation Bonds issued to finance the construction of the Deschutes County Fair & Expo Center has a negative fund balance of $22,081,999. This deficit will be funded in future years from property tax levies. Both the County's Annual County Fair and the Administrative Services Internal Service funds have negative fund balances of $5,830 and $49,167, respectively. These deficits are due to the recognition of compensated absence expense which will be paid out in future years. At such time payment is necessary, funds will be available to meet this obligation. III. DETAILED NOTES ON ALL FUNDS A. Deposits and Investments The County maintains a cash and investment pool that is utilized by all funds and the component units other than Sunriver Service District and Black Butte Ranch Service District. Included in cash and investments at June 30, 2004, is $1,213,135 in restricted cash as required under various debt agreements. The County's investment policy, in compliance with Oregon Revised Statutes, Chapter 294, authorizes the County to invest in obligations of the United States Treasury and United States Government agencies and instrumentalities, certain bankers' acceptances, repurchase agreements, certain high-grade commercial paper and corporate bonds, and obligations of states and municipalities. The County's investment policy has been approved the County Commission and specifies the County's investment objectives, required diversification, certain limitations and reporting requirements. At June 30, 2004, the carrying amount of the County's deposits in various financial institutions was $20,075,065 and the balance per the financial institutions was $24,007,733. Of the total bank balance, $762,764 was covered by Federal Depository Insurance. To provide the additional protection required by Oregon Revised Statutes, Chapter 295, the County obtained certificates from collateral pool managers. Pool certificates issued to the County Treasurer as of June 30, 2004, amounted to $74,900,000. Securities in the County's name having a value of not less than 25% of the amount of the certificates are held by the custodian of the pooled collateral, who is considered to be the County's agent. Of the total bank deposits, $15,562,485 is classified as Category 1 and the remainder of $8,445,248 is considered to be Category 3. The County's investments in securities are categorized to give an indication of the level of risk assumed by the County at year-end. Category 1 includes investments that are insured or registered or for which the securities are held by the County or its agent in the County's name. Category 2 includes uninsured and unregistered investments for which the securities are held by the counterparty's trust department or agent in the County's name. Category 3 includes uninsured and unregistered investments for which the securities are held by the counterparty, or by its trust department or agent, but not in the County's name. -35- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 At year-end the County's investments in securities were as follows: U. S. Government securities Commercial paper Certificates of deposit Accrued interest Investment totals Category 1 2 3 $ 35,396,171 2,000,000 2,815,000 3,400,000 327.133 Reported Amount/ Fair Value $ 35,396,171 2,000,000 6,215,000 327,133 $ 40,211,171 $ - $3,727,133 43,938.304 These securities are typically held to maturity unless the market dictates an advantage to early sale. Maturity dates range from five to eighteen months. The investment in the Oregon State Local Government Investment Pool (LGIP) is not deemed to be a security, which is a transferable financial instrument that evidences ownership, and is, therefore, not subject to credit risk classification. These investments are made under the provision of ORS 294.810. Funds are held in the County's name and are not subject to collateralization requirements of ORS 205.015. Investments are stated at cost, which approximates fair market value. The Oregon Short -Term Fund is the local government investment pool for local governments and was established by the State Treasurer. It was created to meet the financial and administrative responsibilities of federal arbitrage regulations. The investments are regulated by the Oregon Short -Term Fund Board and approved by the Oregon Investment Council (ORS 294.805 to 294.895). The balance of this investment at June 30, 2004, was $18,807,949. Governmental Accounting Standards Board (GASB) Statement No. 31, Accounting and Financial Reporting for Certain Investments and External Investment Pools, requires governmental entities to report on certain investments at fair value in the balance sheet and recognize the corresponding change in the fair value of the investments in the year in which the change occurred. However, since the adjustment to fair value is immaterial, the financial statements have not been adjusted. In addition, the Oregon State Treasury Local Government Investment Pool (LGIP) distributes investment revenue on an amortized cost basis, and participants' equity in the pool is determined by the amount of participant deposits, adjusted for withdrawals and distributed income. Accordingly, the adjustment to fair value would not represent an expendable increase in the County's cash position. -36- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 A reconciliation of cash and cash equivalents as shown on the statement of net assets is as follows: Cash Investment in LGIP Investments, at market, plus accrued interest Total cash and investments Cash and investments by activity per Statement of Net Assets: Governmental activities Cash and cash equivalents Investments, at market, plus accrued interest Restricted cash Business -type activities Cash and cash equivalents Investments, at market, plus accrued interest Fiduciary funds Cash and cash equivalents Investments, at market, plus accrued interest Total cash and investments $ 20,075,065 18, 807, 949 43,938,304 $ 24,502,792 28,048,484 1,213,135 8,141,058 9,824,035 5,026,029 6,065,785 B. Receivables Receivables as of year-end for the major funds and the nonmajor, internal service and fiduciary funds, in the aggregate, including the applicable allowances for uncollectible accounts are as follows: Property taxes Transient room taxes Accounts Notes & contracts Total General Sheriff $ 616,135 $ 434,458 $ 66,603 141,291 Mental Project Health Road Development Solid Waste 152,177 71,628 - 515,817 - - 5,423,314 - Fair & Expo Nonmajor & Center Other Funds Total $ 86,040 $ 394,084 $ 1,530,718 - 325,309 325,309 23,076 1,144,247 2,114,839 2,895,741 8,319,055 Notes & Contracts receivable are shown net of a $150,000 allowance for uncollectible amounts. -37- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 The unearned and deferred revenues reported in governmental funds are either (a) revenues that are earned but are not available to liquidate liabilities of the current period or (b) amounts that have been received but not yet earned. At the end of the current fiscal year, these two components of unearned revenues reported in the governmental funds were as follows: Unavailable Total Unearned Property Contracts of Special Total Not yet and Deferred Taxes Loans Sale Assessments Unavailable Earned Revenues General $ 489,289 $ - $ $ $ 489,289 $ 271,863 $ 761,152 Sheriff's 344,595 - 344,595 - 344,595 Mental health - - - 309,289 309,289 Project development - - 5,217,101 - 5,217,101 - 5,217,101 Nonmajor funds 316,296 1,781,653 - 1,203,840 3,301,789 12,500 3,314,289 Total Unearned and Deferred Revenues Unavailable $ 1,150,180 $ 1,781,653 $ 5,217,101 $ 1,203,840 $ 9,352,774 $ 593,652 $ 9,946,426 DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 C. Other assets Other assets include both current and non-current assets. The Prepaid Pension Cost and the Deferred Cost of Refunded Debt will be amortized on a straight-line basis over the period benefited. Governmental Business -Type Activities_ Activities Total Other Assets - Current Prepaid Items $ 17,133 $ 111,502 $ 128,635 Other Assets - Lona -Term Prepaid Pension Cost Series 2002 Series 2004 Total Prepaid Pension Cost Deferred Cost of Issuance Series 2002 Pension Series 2003 Full Faith & Credit Series 2004 Pension Total Deferred Cost of Issuance Investment in Healing Health Campus, LLC Initial Investment Share of Net Loss through 6-30-04 Total Investment in Healing Health Campus, LLC Deferred Cost of Refunded Debt Public Safety, Series 2003 Refunding Cost of Issuance Bend Library, Series 2003 Refunding Cost of Issuance Fairgrounds, Series 2003 Refunding Cost of Issuance Total Deferred Cost of Refunded Debt Total Other Assets 4,911,073 - 6,761,232 11,672,305 - 11,672,305 99,446 - 577,707 138,976 134,183 - 811,336 _ 138,976 950,312 290,000 (60,901) - 229,099 - 229,099 591,591 - 46,207 - 370,339 - 77,439 - 1,488,965 85,507 1,085,576 1,574,472 2,660,048 $ 13,815,449 $ 1,824,950 $ 15,640,399 -39- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 Effective October 16, 2003, the County entered into an agreement to form the Healing Health Campus, LLC (the LLC) in which it held a 50% equity position at June 30, 2004. The LLC was formed to lease and manage the Crisis Resolution Center facility for the care and treatment of mental health clients and/or patients. The facility was under construction as of June 30, 2004; it is anticipated the facility will commence operations early 2005. The County accounts for its investment in the LLC under the equity method and, therefore, records its share of net income or losses of the LLC. Whereas it is possible the facility will incur operating losses initially, in the long-term, profitable operations are anticipated. Cascade Health Corporation, the other member of the LLC, is responsible for the preparation of the financial statements for the LLC. -40- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 D. Capital assets Capital asset activity for the year ended June 30, 2004, was as follows: Business -type activities: Capital assets, not being depreciated: Land $ 181,850 $ 154,800 $ $ 336,650 Ending Governmental activities: Beginning Balance Increases Decreases Balance Capital assets, not being depreciated: 3,237,638 Capital assets, being depreciated: Land $ 5,895,189 $ 388,912 $ - $ 6,284,101 Construction in progress 4,596,025 2,821,700 (4,310,781) 3,106,944 Total capital assets, not being depreciated 10,491,214 3,210,612 (4,310,781) 9,391,045 Capital assets, being depreciated: 39,742,635 Less accumulated depreciation for: Buildings & improvements 38,888,929 15,919,411 (245,936) 54,562,404 Improvements other than buildings 1,983,677 1,193,245 (2,682,412) 3,176,922 Equipment & vehicles 18,339,387 1,545,902 (150,438) 19,734,851 Infrastructure 2,541,005 3,174,001 33,013,168 5,715,006 Total capital assets, being depreciated 61,752,998 21,832,558 (396,374) 83,189,182 Less accumulated depreciation for: Buildings & improvements (6,759,140) (992,957) 81,636 (7,670,461) Improvements other than buildings (769,474) (93,965) - (863,439) Equipment & vehicles (11,288,275) (1,649,919) 131,968 (12,806,226) Infrastructure (59,389) (198,129) (257,518) Total accumlated depreciation (18,876,278) (2,934,969) 213,604 (21,597,643) Total capital assets, being depreciated, net 42,876,720 18,897,589 (182,770) 61,591,539 Governmental activities capital assets, net $ 53,367,934 $ 22,108,201 $ (4,493,551) $ 70,982,584 Business -type activities: Capital assets, not being depreciated: Land $ 181,850 $ 154,800 $ $ 336,650 Construction in progress 205,669 2,695,319 - 2,900,988 Total capital assets, not being depreciated 387,519 2,850,119 3,237,638 Capital assets, being depreciated: Buildings & improvements 21,023,032 380,939 21,403,971 Improvements other than buildings 12,686,763 1,273,149 - 13,959,912 Equipment & vehicles 4,328,260 50,491 4,378,752 Total capital assets, being depreciated 38,038,055 1,704,579 39,742,635 Less accumulated depreciation for: Buildings & improvements1,315,663 ( ) (441,666) (1,757,329) Improvements other than buildings (2,205,360) (477,052) (2,682,412) Equipment & vehicles (1,503,864) (262,120) (1,765,984) Total accumlated depreciation (5,024,887) (1,180,838) (6,205,725) Total capital assets, being depreciated, net 33,013,168 523,742 33,536,910 Business -type activities capital assets, net $ 33,400,687 $ 3,373,860 $ - $ $ 36,774,548 -41- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 Depreciation expense was charged to functions/programs of the primary government as follows: Governmental activities: General government General services County roads Public protection Health & welfare Capital assets held by the government's internal service funds are charged to the various functions based on their usage of the assets Total depreciation expense - governmental activities Business -type activities: Solid Waste Fair & Expo Center Total depreciation expense - business -type activities E. Interfund Balances and Activity The composition of interfund balances as of June 30, 2004, is as follows: Receivable Fund Business Loan Fund Sunriver Service District Reserve Interfund Transfers: Payable Fund Fair & Expo Center Sunriver Service District Amount $250,000 $ 52,142 $ 13,690 1,290,629 554,907 752,924 57,278 265,540 $ 2,934,968 $ 475,039 705,799 $ 1,180,838 Interfund transfers are utilized for the following purposes: General fund transfers to certain special revenue funds requiring additional operating revenues; operating funds transfer to debt service funds to meet annual debt service requirements; transient room taxes are transferred to the Sheriff's fund to support operations; and in fiscal year 2003-2004, the Business Loan fund made a $250,000 loan to the Fair & Expo Center fund to provide working capital. -42- 'Transfers In: Internal Project Fair & Expo Non -major Service General Sheriff Mental Health Development Center Governmental Funds Total Transfers Out: General Fund $ - $ 776,762 $ 1,124,293 $ - $ 294,227 $ 7,655,041 $ 110,923 $ 9,961,246 Sheriff - - - - - 210,000 - 210,000 Mental Health - 150,000 - - 150,000 Road - - 825,000 825,000 Project Development - - 1,052,101 1,052,101 Non -major Governmental 141,857 2,061,238 228,904 150,000 - 2,647,825 - 5,229,825 Total $ 141,857 $ 2,838,000 $ 1,353,197 $ 300,000 $ 294,227 $ 12,389,968 $ 110,923 $ 17,428,172 Interfund transfers are utilized for the following purposes: General fund transfers to certain special revenue funds requiring additional operating revenues; operating funds transfer to debt service funds to meet annual debt service requirements; transient room taxes are transferred to the Sheriff's fund to support operations; and in fiscal year 2003-2004, the Business Loan fund made a $250,000 loan to the Fair & Expo Center fund to provide working capital. -42- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 Residual Equity Transfer: Based on the determination that the County is acting as a trustee with regard to the activity accounted for in the County's COLES Asset Forfeiture Fund and in the Central Oregon Drug Enforcement Fund, the net assets at June 30, 2004, of each of these special revenue funds were transferred to the County fiduciary funds. F. Long -Term Obligations Operatinq Leases — County as Lessee The County leases buildings and office facilities and equipment under noncancelable operating leases. The total expended for such leases for the year ended June 30, 2004, was approximately $301,527. The future minimum lease payments for these leases are as follow: Fiscal Year Ending June 30, Amount 2005 $ 245,882 2006 149,328 2007 50,965 2008 19.902 Total Operating Leases — County as Lessor The County received $318,324 in lease rental income for the year ended June 30, 2004. The County is expected to receive $6,759,335 in rental income over the next 10 years under non -cancelable leases. These leases are cancelable if annual appropriations are not included in the lessee's annual appropriation resolution. Capital Leases The County has entered into various lease agreements for acquisition of personal property. The leases are treated as capital leases; however, each lease is cancelable if annual appropriations are not included in the County's annual appropriation resolution. Amortization expense on assets under capital lease is included with depreciation expense. The assets acquired through capital leases are as follows: Asset: Total Governmental Activities Equipment and vehicles $ 2,342,723 Less: Accumulated Amortization 1,396.170 -43- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 The future minimum lease obligations and the net present value of these minimum lease payments as of June 30, 2004, are as follows: Year Ending Governmental June 30, Activities 2005 $ 316,868 2006 22,282 2007 22,282 Total minimum lease payments 361,432 Less: Amount representing interest on future payments 19,759 Present value of minimum lease payments7A Bonds and Certificates of Participation For both governmental and business -type activities, the County has issued General Obligation Bonds, Certificates of Participation (COPs) and Full Faith & Credit Obligations all of which were issued to provide funds for the acquisition and construction of major capital facilities, acquire personal property and fund the pension liability. The County also issues special assessment debt to provide funds for the construction of streets in existing residential areas. These bonds will be repaid from amounts levied against the property owners benefited by these improvements. In the event that a deficiency exists because of unpaid or delinquent special assessments at the time a debt service payment is due, the County must provide resources to cover the deficiency until other resources, for example, foreclosure proceeds, are received. General obligation bonds are direct obligations and pledge the full faith and credit of the County. These bonds generally are issued as 20-30 year serial bonds with increasing amounts of principal maturing each year. General obligation bonds currently outstanding are as follows: Purpose Interest Rates Amount Governmental activities 4.49-7.02% $ 42,409,829 Governmental activities — refunding 2.96-4.43% 21,390,000 Business -type activities 4.49-5.47% 9,020,234 Business -type activities — refunding 3.87% 20,360,000 93.180.063 Certificates of Participation currently outstanding are as follow: Purpose Interest Rates Amount Governmental activities 5.01-6.40% $ 8,455,000 Governmental activities — refunding 4.62-6.45% 1,305,000 9.760,Q00 Limited Tax Improvement Bonds currently outstanding are as follows: Purpose Interest Rates Amount Governmental activities 4.15-5.95% 1.132 ,202 -44- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 Changes in Long -Term Liabilities Changes in long-term obligations for the year ended June 30, 2004 are as follows: Due Within One July 1, 2003 Increases Decreases June 30, 2004 Year Governmental activities: Claims Internal service funds $ 2,061,351 $ 7,372,360 $ (7,074,296) $ 2,359,414 $ 1,422,565 Certificates of participation 10,435,000 (675,000) 9,760,000 700,000 Pension obligation bonds 5,409,656 - (13,677) 5,395,979 25,583 Full faith & credit obligations 26,094,766 7,090,000 - 33,184,766 481,289 Unamortized prem / disc 214,645 (1,492) (5,663) 207,490 - General obligation bonds 26,530,947 5,750,000 (7,061,863) 25,219,084 1,954,899 Unamortized premiums 453,881 57,556 (46,494) 464,943 - Loans Governmental funds 489,470 500,000 (291,240) 698,230 298,230 Internal service funds 145,000 - (145,000) - - Limited tax improvement bonds 2,715,000 - (1,582,798) 1,132,202 110,000 Capital leases Governmental funds 848,512 108,285 (615,123) 341,674 298,320 Internal service funds 17,260 - (17,260) - - Compensated absences Governmental funds 4,425,823 4,024,601 (3,842,007) 4,608,417 3,842,007 Internal service funds 478,190 485,323 (405,419) 558,094 405,419 $ 80,319,501 $ 25,386,633 $ (21,775,840) $ 83,930,293 $ 9,538,312 Business -type activities: Full faith & credit obligations $ 6,190,234 $ - $ - $ 6,190,234 $ 123,711 Unamortized premiums 48,742 - (1,625) 47,117 - General obligation bonds 24,050,000 - (860,000) 23,190,000 960,000 Unamortized premiums 827,200 - (63,631) 763,569 - Compensated absences 162,007 189,152 (172,989) 178,170 172,989 Landfill closure and postclosure 9,285,917 - (450,550) 8,835,367 - Loans 741,566 - (112,792) 628,774 115,772 $ 41,305,666 S 189,152 $ (1,661,586) $ 39,833,232 $ 1,372,472 Compensated absences have been liquidated by the governmental and enterprise funds for which the employees who earned the compensated absences were assigned. -45- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 Debt Service Requirements Debt service requirements on Certificates of Participation, Limited Tax Improvement Bonds, and Bonds and Notes at June 30, 2004, are as follows: Year Ending June 30, 2005 2006 2007 2008 2009 2010-2014 2015-2019 2020-2024 2025-2029 2030-2034 Year Ending June 30, 2005 2006 2007 2008 2009 2010-2014 2015-2019 2020-2024 2025-2029 2030-2034 Governmental Activities COPs Ltd Tax lmrovement Bonds & Notes Principal F Interest Principal Interest I Princi al Interest $ 700,000 $ 487,149 $ 110.000 $ 51.164 $ 2.893.842 1 2 9RA R47 745,000 452,722 170,000 44,585 2,742,318 2,752,863 775,000 415,782 195,000 35,275 2,883,306 2,639,327 815,000 376,653 112,000 26,464 3,037,542 2,555,704 910,000 333,278 120,000 21,654 3,208,824 2,474,806 3,120,000 1,161,635 425,202 30,837 18,231,264 10,586,860 2,695,000 320,673 - - 5,943,386 8,227,267 - - - - 9,357,148 5,936,045 - - - 10,763,058 2,730,593 - - - - 5,437,372 521,120 $ 9,760,000 $ 3,547,892 $ 1,132,202 $ 209,979 $ 64,498,060 $ 41,291,432 Business Type Activities COPSLtd Tax lm rovement Bonds & Notes Principal Interest Princi al_ Interest Principal Interest $ - $ - $ - $ - 1.199.483 $ 1.293 Rn4 - - - - 1,214,273 1,235,254 - - - - 1,340,397 1,158,209 - - - - 1,466,798 1,081,832 - - - - 1,600,539 1,026,193 - - - - 10,237,290 4,100,413 - - - - 8,776,595 1,666,951 - - - 1,261,117 826,330 - - - - 1,514,888 504,362 - - - - 1,397,629 133,949 $ - $ - $ 30,009,008 $ 13,027,297 Advance Refunding of Debt On December 1, 2003, general obligation bonds were issued to refund portions of an earlier issue used to finance the building of the Bend Public Library. Proceeds from the new issue were placed in an irrevocable trust that is to be used to service the future debt requirements of the defeased debt. This refunding resulted in an economic gain as well as a savings from refunding. The economic gain realized in this refunding was $418,800 and the savings from the refunding was as follows: Cash flow requirements to service defeased debt $7,477,413 Less: Cash flow requirements for new debt 6,907,285 Net savings from refunding 570,128 -46- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 In prior years, the County defeased certain general obligation bonds and COPs by placing the proceeds of a new general obligation bond and COPs in irrevocable trusts to provide for all future debt service payments on the old general obligation bond and the COPs. Accordingly, the trust account assets and the liability for the defeased general obligation bonds and COPs are not included in the County's financial statements. At June 30, 2004, $40,625,000 of bonds and $1,600,000 of COPs outstanding are considered defeased, which includes debt defeased during this current year. G. Segment Information The County maintains two enterprise funds. The Solid Waste Fund accounts for the operations of the County's landfill at Knott Road and 27`h Street and transfer stations located throughout the County. The fund also accounts for the accumulation of resources that will be required for the closure and postclosure costs associated with the sanitary landfill. The Fair & Expo Center Funds account for the operations of the County's Fairgrounds and Expo facility including the annual county fair. Included in this fund is the general obligation bond, issued in 1996, to finance the construction of the facility. IV. OTHER INFORMATION A. Risk Management The County is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters. The County purchases commercial insurance for property coverage, fidelity bonding, catastrophic workers' compensation claims, and stop loss on its medical/dental risks. It self -insures against losses for general liability, most workers' compensation, medical and dental benefits, unemployment benefits and other risks. All funds of the County, as well as two county service districts (Deschutes County 911 and Extension 4-H), participate in the County's self-insurance program. The County self -insures its general liability, vehicle, workers' compensation, unemployment and medical/dental risks. Neither Black Butte Ranch nor Sunriver Service District participates and Deschutes County 911 County Service District's participation is limited to unemployment benefits and medical/dental. The third party insurance coverage obtained by the county service districts not covered by the County's self-insurance program had no significant reductions in the levels of insurance coverage in the past year. Settled claims have not exceeded insurance coverage in any of the past three fiscal years. The County estimates liability for incurred losses for reported and unreported claims general and vehicle/fleet liability, workers' compensation and employee medical coverage. Workers' compensation, general and vehicle/fleet liability estimates are primarily based on individual case estimates for reported claims and through historical data for unreported claims as determined by the County's Risk Management department. Liabilities are based on estimated ultimate cost of settling claims. Liabilities include an amount for claims that have been incurred but not reported (IBNRs). The result of the process to estimate the claims is not an exact amount and accordingly claims are reevaluated periodically to consider the effects of inflation, recent claims settlement trends, and other economic and social factors. Each fund makes payments to the internal service insurance funds, based on the estimated need to pay prior and current claims and to fund a reserve for losses. The net assets, as of June 30, 2004, of the Insurance Fund (all insurance programs other than medical/dental) was $456,040 and of the Health Benefits Trust Fund (medical/dental) was $2,341,601. -47- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 Changes in the Insurance Funds' claim liabilities are as follows: Insurance Fund Claims payable, June 30, 2002 $ 834,823 FY 02-03 claims expense 926,438 FY 02-03 claims paid 433.414 Claims payable, June 30, 2003 $ 1,327,847 FY 03-04 claims expense 1,039,074 FY 03-04 claims paid 715,036 Claims payable, June 30, 2004 $ 1,651,885 Health Benefits Trust Fund $ 492,104 6,384,221 6.142.821 $ 733,504 6,333,285 6,359.260 $ 707,529 B. Related party transactions The County made a $400,000 loan to Healing Health Campus, LLC, a related party, described in Note III C. The loan is non-interest bearing and payments commence in 2008 continuing through 2022. C. Commitments and contingent liabilities The County is contingently liable with respect to lawsuits and other claims incidental to the ordinary course of its operations. Claims covered by the County's self-insurance are reviewed and losses are accrued based on the judgment of County management. According to County management, based on advice of legal counsel with respect to such litigation and claims, ultimate disposition of these matters will not have a material adverse effect on the financial position or results of County operations. D. Employee pension plans Plan Description: The County contributes to the Oregon Public Employees Retirement System (PERS), an agent multiple - employer defined benefit plan. PERS acts as a common investment and administrative agent for political subdivisions in Oregon. All full-time employees are eligible to participate in the system after six months of employment. Part-time and temporary employees are covered after 600 hours of employment. Employees who retire after 30 years of creditable service or after reaching age 58 are entitled to a retirement benefit, payable monthly for life, equal to 1.67 percent of their final average salary for each year of credited service. Final average monthly salary is based upon either the three calendar years out of the last ten calendar years of employment during which the highest salaries were earned or the last 36 calendar months of membership, whichever is larger. Benefits fully vest upon reaching five years of service. Vested employees with less than 30 years of service will receive reduced benefits if retirement occurs prior to age 58 (age 60 if hired after January 1, 1996). PERS also provides death and disability benefits. Benefits are established by state statute. The Oregon Public Employee Retirement System issues a publicly available financial report that includes financial statements and required supplementary information for PERS. That report may be obtained by written request to PERS, P.O. Box 23700, Tigard, OR 97281-3700. DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 Funding Policy: All Oregon PERS members are required to contribute 6% of their annual covered salary, which is paid by the County. Additionally, the County is required to contribute at an actuarially determined rate. The effective rate at June 30, 2004, for Tier One and Tier Two employees was 5.35% of annual covered payroll. Employees entering the system subsequent to August 2003 are covered under the Oregon Public Service Retirement Plan (OPSRP). The effective rate for OPSRP employees is 8.04% for General Service Employees and 11.65% for Police and Fire Employees. The contribution requirements of plan members and the County are established by state statute and may be amended by the PERS Retirement Board. Annual Pension Cost: For fiscal year 2003-2004, the County's annual pension cost was $10,872,611. The County opted to currently fund the amount determined to be the "actuarial unfunded liability", $6,761,232, during the year ended June 30, 2004, by issuing bonds. The required contribution was determined as part of the December 31, 2001, actuarial valuation using the entry age actuarial cost method. Projected benefits are determined for all members and the associated liabilities are spread in a manner that produces level annual costs as a percent of pay in each year from the age at entry until the assumed age at exit from active membership. The cost allocated to the current year is the normal cost. The actuarial liability for active members is calculated as the portion of the total cost of benefits allocated to prior years. The actuarial liability for members currently receiving benefits, and for members entitled to deferred benefits, is equal to the present value of the benefits expected to be paid. The excess of the total actuarial liability over the value of the assets is called the unfunded actuarial liability. Employer contributions are determined by adding the normal cost, less the member contribution rate, and a thirty-year amortization of the unfunded actuarial liability as a level percentage of projected annual payroll. The amortization period is closed. Significant economic assumptions used in the December 31, 2001, actuarial valuation include: (a) rate of return on investment of present and future assets of 8% per annum compounded annually; (b) projected salary increases at 4.25% per year compounded annually; (c) increases due to promotions and longevity that vary by age and service; (d) pre and post -mortality life expectancies of employees, based upon several mortality tables; (e) rates of withdrawal from active service before retirement for reasons other than death, rates of disabilities, and expected retirement ages developed on the basis of actual plan experiences; and (f) consumer price inflation of 3.25% per year. The fair market value of all PERS assets, reduced by the sum of all member contribution accounts (Member Reserves) and the value of all benefits currently being paid (Benefit Reserves), is allocated to all participating employers in proportion to the funds in each employer's account (Employers Reserve). Annual pension costs (APC) for the years ending June 30, 2004, 2003 and 2002 are as follows: -49- Employer Contributions Year Annual Percentage Net Ended Pension of APC Pension June 30 Cost (APC) Contributed Obligation 2004 $10,872,611 100% $ - 2003 5,480,831 100% - 2002 10,414,985 100% - -49- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 The following table presents a schedule of funding progress for the County's Defined Benefit Pension Plan: Actuarial Actuarial UAU Unfunded Valuation Value of Actuarial Actuarial Date Assets Liability Liability 102% 1995 $ 36,518,688 $ 39,898,362 $ 3,379,674 1997 55,882,603 56,626,525 743,922 1999 98,676,797 96,434,067 (2,242,730) 2001 107,935, 722 114,603,031 667,309 Funded Covered UAU Ratio Payroll Payroll 92% $18,267,526 19% 99% 22,154,826 3% 102% 26,286,203 -9% 90% 29,981,104 22% E. Post -employment benefits In addition to pension benefits described in Note IV.D., the County provides post -employment benefit options for health insurance to eligible retirees, terminated employees, and their dependents. The benefits are provided in accordance with County ordinances and collective bargaining agreements. The criteria to determine eligibility include: years of service, employee age, disability due to line of duty, and whether the employee has vested in the respective retirement plan. The County funds the benefits on a pay-as-you-go basis. Eligible employees are required to pay set premiums for a portion of the cost with the County subsidizing the remaining costs. During the fiscal year ended June 30, 2004, expenses (net of participant contributions) of $106,295 were recognized for post -employment benefits. There are 36 participants currently eligible. Expenses for post-retirement benefits are recognized as eligible employee benefits are paid. F. Landfill closure and postclosure care costs State and Federal laws and regulations require that the County place a final cover on its landfill sites and perform certain maintenance and monitoring functions at the sites for a minimum of thirty years after closure. In addition to operating expenses related to current activities of the landfill site, an expense provision and related liability are being recognized based on the future closure and postclosure care costs that will be incurred near or after the date the landfill no longer accepts waste. The recognition of these landfill closure and postclosure care costs is based on the amount of the landfill used each year. The estimated liability for landfill closure and postclosure care costs is approximately $8.8 million as of June 30, 2004, which is based on 42% usage of the Knott Landfill capacity and full usage of several smaller sites. It is estimated that an additional $8 million will be recognized as closure and postclosure care costs between July 1, 2004, and the date the landfill is currently expected to be filled to capacity (the year 2029). The estimated total current cost of the landfill closure and postclosure care ($16,858,996) is based on the amount that would be paid if all equipment, facilities and services required to close, monitor and maintain the landfills were acquired as of June 30, 2004. However, the actual cost of closure and postclosure care may be higher due to inflation, changes in technology or changes in regulations. In addition, the County is required by State and Federal laws and regulations to make annual contributions to finance closure and postclosure care. The County meets the "Local Government Financial Test" which provides financial assurance as to the County's ability to meet its financial obligations for closure and postclosure. -50- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 G. Fund Structure Major Funds — Governmental General — accounts for the financial operations of the County which are not accounted for in any other fund. Principal sources of revenues are property taxes and revenues from other governmental agencies. Expenditures primarily cover functions related to assessment and taxation, district attorney, clerk's records and administration. Sheriff's — property taxes, charges for services, Federal and State grants for public safety. Mental Health — fees for services, Federal and State grants for mental health services and counseling. Road — gas tax apportionment and forest receipts for public roads and highways. Project Development — proceeds from County land sales and leases for property acquisition for County offices. Major Funds — Proprietary — Enterprise Solid Waste — fees and charges for services for the operation and maintenance of the County's sanitary landfill and transfer stations. Fair & Expo Center — fees, transfers and property taxes for the operation of a fair and expo center, annual county fair and debt service. Nonmaior Governmental Funds Special Revenue Funds Business Loan — loan repayment and interest for loans to business entities for job creation. Community Development Block Grant — State and Federal funds for programs to low and moderate income households. Grant Projects — grants for local programs as designated by the grantor. Justice Court — fines and fees for public safety activities. La Pine Industrial Development — charges for services for industrial development in the La Pine area. Park Acquisition and Development — fees paid by developers for County parks and an apportionment from the State of Oregon. PERS Reserve — charges to County's operating funds and departments to establish a reserve for possible increases in the PERS rate. County School — local taxes and forest receipts for education. -51- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 Special Transportation — State grant for transportation. Taylor Grazing — Federal funds administered by State for rangeland improvement. Transient Room Tax — lodging tax for promotion of tourism and County services. Video Lottery — State's video lottery apportionment for economic development. Welcome Center — lodging taxes for repayment of debt and recreation advertising. Industrial Development — payments from lessees for assistance to industrial development within the County. Land Sales Maintenance — land sale proceeds for supervision and maintenance of County land. Liquor Enforcement — allocation of State funds for enforcement of liquor laws. Victims' Assistance Program — grants for providing assistance to crime victims. Law Library — fines and fees for maintenance of the law library. County Clerk Records — fees for upgrading storage and retrieval systems. Commission on Children and Families — Federal and State grants for family and children programs. Public Safety Reserve — grants and transfers for juvenile crime prevention. Community Justice -Juvenile — State grants and fees for response to juvenile delinquency programs within the County. Sheriff's Asset Forfeiture — proceeds from sale of assets forfeited in State and Federal Court for law enforcement programs. COLES Asset Forfeiture — proceeds from sale of assets seized by Central Oregon Drug Enforcement team for law enforcement programs. As of June 30, 2004, the net assets of this fund were transferred to a Fiduciary Fund. Central Oregon Drug Enforcement — grants for drug investigation and prosecution. As of June 30, 2004, the net assets of this fund were transferred to a Fiduciary Fund. Court Facilities Security — State grant to provide security in the court building. Deschutes County Communication System — contracts and loan proceeds for radio system for public safety organizations of Deschutes County. Sheriff's Capital Reserve — transfer from the Sheriff's fund for future capital expenditures. Health Department — fees for services and State grants for community wide health care. -52- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 Healthy Start -Prenatal — fees for services and State grants for comprehensive prenatal care for low- income women and their infants. ABHA — State grant for mental health services. OHP-CDO — Oregon Health Plan and chemical dependency fees for drug abuse treatment. Public Land Corner Preservation — recording fees for location and maintenance of survey corners. Code Abatement — monies for enforcement of County solid waste and sanitation codes. Community Development — fees and charges for services for planning, health inspectors, building safety, education and public services. CDD-TDC — transfers for maintenance of water quality and open space. Community Development Reserve — funds transferred from Community Development for contingencies. CDD -Building Program Reserve — surplus building program funds for contingencies. CDD -Electrical Program Reserve — surplus electrical program funds for contingencies. GIS (Geographic Information Systems) Dedicated - recording fees and sales for map data system. Weed Abatement — grants for weed control and abatement. Federal Forest Title III — federal monies for grants related to National Forest activities in Deschutes County. Road Building and Equipment Reserve — transfers from Road Fund for future capital asset purchases. Road Improvement Reserve — fees for future infrastructure requirements. Vehicle Maintenance and Replacement — transfers from County funds and departments for future vehicle replacement and repair. Dog Control — licenses and fees for animal control. Adult Parole and Probation — charges for services and State Department of Corrections grant for operation of County justice program. Deschutes County 911 County Service District — property taxes, charges for services and grants for operations of County wide emergency call center. Deschutes County 911 County Service District Equipment Reserve — funds transferred from DC 911 for future capital asset requirements. -53- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 County Extension and 4-H County Service District — property taxes for Oregon State University's Extension Service programs. Black Butte Ranch County Service District — property taxes and fees for security services and law enforcement within the District's boundaries. Sunriver Service District — property taxes and fees for law enforcement and fire services within the District's boundaries. Sunriver Service District Reserve — funds transferred from Sunriver Service District for future capital asset requirements. Debt Service Funds 1996 Series Ltd Tax Improvement — collection of special assessment liens for debt service on special assessment bond. The bond was paid in full during fiscal year 2003-2004 and the net assets of this fund were transferred to the Local Improvement District Capital Project Fund. 2000 Series Ltd Tax Improvement — collection of special assessment liens for debt service on special assessment bond. LID 2003 — collection of special assessment liens for debt service on special assessment bonds. Community Development Building 1996 COPs — funds transferred from Community Development for debt service on certificates of participation issued to building Community Development building. Full Faith and Credit 2003 — funds transferred from departments for debt service on bonds issued for building, remodel, and acquisition of office buildings, recycling center, communication system. HHS/BJCC 1998 COPs — funds transferred from Health and Mental Health for debt service on certificates of participation issued to build and remodel buildings for use by these departments. Government Center 1989-98 COPs — funds transferred for repayment of certificates of participation issued to remodel building. Public Safety General Obligation — property taxes for debt service on bonds issued to building public safety complex. Redmond Service Building 1994 COPs — funds transferred for debt service on certificates of participation issued to acquire and remodel building. PERS Series 2002 — transfer from operating funds for debt service on bonds issued to fund pension liability. Welcome Center 1988/98 COPs — funds transferred from Welcome Center special revenue fund for debt service on certificates of participation issued to build Welcome Center. Bend Library County Service District General Obligation — property taxes for debt service on bonds issued to build Bend Library. -54- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 Redmond Library County Service District General Obligation — property taxes for debt service on bonds issued to remodel building for Redmond Library. Sunriver Library County Service District General Obligation — property taxes for debt service on bonds issued to build Sunriver Library. Capital Projects Funds New Neighborhood — proceeds from land sales and grants for maintenance of water quality and open space. Local Improvement District — collections on unbonded liens and bond sales to improve roads and streets for benefited properties. General County Projects — property taxes and rents for general County capital projects. County/State Building — proceeds from borrowing to build office building. The project was completed in June 2004 and the fund was inactivated effective June 30, 2004. La Pine Building Purchase/Remodel — proceeds from borrowing to purchase and remodel office building in La Pine area. Remodel Projects — proceeds from borrowing to remodel existing County buildings, primarily those used by the State Courts. Warehouse/Archive/IT — proceeds from borrowing to build a warehouse, archive and space for County's Information Technology Department. Nonmaior Proprietary Funds — Internal Service Funds Building — interfund charges for custodial, repairs and maintenance and related activities for County facilities. Administration — interfund charges for services provided by County administration. Finance — interfund charges for services provided by Finance Department. Legal — interfund charges for services provided by Legal Department. Personnel — interfund charges for services provided by Personnel Department. Information Technology — interfund charges for services provided by IT Department. Information Technology Reserve — interfund charges for future technology improvements. Insurance — interfund charges for non-medical/dental insurance coverage. Health Benefits Trust — interfund charges for medical/dental health insurance. DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 H. Prior Period Adjustments Net Assets - Beginning have been restated for corrections to certain non-current asset and liability balances reported as of June 30, 2003. Deferred debt issuance cost Prepaid pension cost Capital asset - land Long-term notes receivable Recognition of unearned revenues Salary -related payments on compensated absences Total prior period adjustments $ 681,297 Business - 5,115,701 Governmental Type 88,400 Activities Activities Total $ 681,297 $ 138,976 $ 820,273 5,115,701 - 5,115,701 88,400 88,400 402,040 - 402,040 4,834,681 - 4,834,681 (838,789) (27,695} (866,484) $ 10,283,330 $ 111,281 $ 10,394,611 The impact of these adjustments is to decrease fiscal year 2002-2003 change in net assets by $173,373. Deferred Debt Issuance Cost In fiscal year 2003, the County issued Full Faith & Credit Bonds, the issuance costs of which are properly shown as prepayment on the Statement of Net Assets. Prepaid Pension Cost In fiscal year 2002, the County issued a Limited Tax Pension Bond and used the proceeds to pay a portion of its future pension expense. Such prepayments are properly included as an asset on the Statement of Net Assets as it creates a future benefit in the form of a reduced rate on its future PERS contributions. Capital Asset — Land The County acquired land prior to fiscal year 2004 that was not previously shown on the Statement of Net Assets. Recognition of Certain Unearned Revenues The modified accrual method of accounting is used for reporting the assets and liabilities of governmental funds. The Government -wide Statement of Net Assets is prepared using the accrual method. These two methods of accounting are described in Note I C. Notes Receivable which will be collected in subsequent years were erroneously reported as Unearned Revenues as of June 30, 2003 instead of as Earned Revenues. Long -Term Notes Receivable The County makes loans to qualifying local entities based on established criteria. Some of these loans are administered by a third party and therefore have not been included on the County's financial accounting system. These loans should have been reported as Notes Receivable on the County's Statement of Net Assets. -56- DESCHUTES COUNTY, OREGON NOTES TO FINANCIAL STATEMENTS JUNE 30, 2004 Salary -related payments due on Compensated Absences In addition to compensation that has earned by employees for vacation, time -management and qualifying sick -leave, the County has a liability for the salary -related payments which are directly and incrementally associated with payments made for compensated absences upon termination. These salary -related payments include social security and Medicare (FICA) and a contribution to the pension plan (PERS). I. Subsequent Events On September 16, 2004, the County issued $1,790,000 Full Faith and Credit Refunding Obligations, Series 2004 and contributed $215,000 of its funds to provide resources to purchase certain direct U. S. Government obligations which are irrevocably pledged to and held in trust for the benefit of the owners of the refunded Certificates of Participation (COPs) by the escrow agent for the purpose of generating resources for all future debt service payments of $1,810,000 of the COPs. As a result, the refunded COPs are considered to be defeased and the liability, in the amount of $1,810,000 will be removed from the Statement of Net Assets. This advance refunding was undertaken to reduce total debt service payments over the next eleven years by $383,637 and resulted in an economic gain of $106,720. On October 29, 2004, it was agreed in principle that the Healing Health Campus LLC, in which the County holds a 50% interest, would be terminated. Cascade Healthcare Community, the holder of the other 50% interest, will assume sole ownership of the new crisis care center. The effect on the amount reported as Other Assets on the Statement of Net Assets cannot be determined at this time. On November 2, 2004, Oregon voters approved Ballot Measure 37. This new law provides that the owner of private real property is entitled to file a claim to receive just compensation when a land use regulation, enacted after the owner or a family member became the owner of the property, restricts the use of the property and reduces its fair market value. If the claim is deemed valid, then the government responsible for the regulation will have the choice to pay the owner of the property an amount equal to the proven reduction in value or modify, change or not apply the regulation to the owner's property. The future financial impact on the County is not determinable at this time. -57- REQUIRED SUPPLEMENTARY INFORMATION DESCHUTES COUNTY, OREGON General Fund Schedule of Budgeted and Actual Transactions Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes Licenses and permits Fines, forfeitures, and penalties Interest and rents Charges for services Intergovernmental State Federal Total revenues EXPENDITURES General government Board of Commissioners Personnel services Materials and services Capital outlay Totals general government General services Assessor Personnel services Materials and services Debt service Capital outlay Totals Clerk / Elections Personnel services Materials and services Capital outlay Totals Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 13,252,500 $ 13,252,500 $ 13,562,899 $ 310,399 157,000 157,000 223,796 66,796 408,485 408,485 389,238 (19,247) 153,923 153,923 140,871 (13,052) 1,528,650 1,528,650 2,547,248 1,018,598 1,955,291 1,955,291 2,346,471 391,180 356,033 356,033 108,333 (247,700) 17,811,882 17,811,882 19,318,856 1,506,974 378,083 394,083 392,514 (1,569) 97,659 112,659 109,507 (3,152) 3,500 3,500 - (3,500) 479,242 510,242 502,021 (8,221) 2,026,698 2,016,698 2,006,591 (10,107) 696,763 704,963 690,774 (14,189) 206,436 206,505 206,503 (2) 53,200 55,000 54,975 (25) 2,983,097 2,983,166 2,958,843 (24,323) 558,323 578,323 557,575 (20,748) 480,217 460,017 393,616 (66,401) 8,200 8,500 8,473 (27) 1,046,740 1,046,840 959,664 (87,176) -61- Continued DESCHUTES COUNTY, OREGON General Fund Schedule of Budgeted and Actual Transactions Budgetary Basis For the Year Ended June 30, 2004 District Attorney Personnel services 2,330,234 2,330,234 2,274,174 Variance with Materials and services Original 648,155 598,212 Final Budget Capital outlay Budget Final Budget Actual Over (Under) Expenditures (Continued) 2,983,389 2,983,389 2,876,541 (106,848) Board of Property Tax Appeals Personnel services 30,900 30,900 29,251 (1,649) Materials and services 18,995 18,995 12,677 (6,318) Totals 49,895 49,895 41,928 (7,967) District Attorney Personnel services 2,330,234 2,330,234 2,274,174 (56,060) Materials and services 648,155 648,155 598,212 (49,943) Capital outlay 5,000 5,000 4,155 (845) Totals 2,983,389 2,983,389 2,876,541 (106,848) Finance - Tax Personnel services 387,586 387,586 372,622 (14,964) Materials and services 232,805 247,805 230,108 (17,697) Debt service 48,424 48,440 48,440 - Capital outlay 13,300 13,300 13,300 - Totals 682,115 697,131 664,470 (32,661) Veterans' Services Personnel services 105,859 105,859 98,975 (6,884) Materials and services 33,678 37,678 37,234 (444) Capital outlay 100 100 - (100) Totals 139,637 143,637 136,209 (7,428) Property Management Personnel services 81,381 81,381 78,978 (2,403) Materials and services 38,734 38,734 33,422 (5,312) Capital outlay 100 100 - (100) Totals 120,215 120,215 112,400 (7,815) Surveyor Personnel services 70,575 83,459 77,953 (5,506) Materials and services 61,427 61,427 42,599 (18,828) Capital outlay 100 100 - (100) Totals 132,102 144,986 120,552 (24,434) Continued -62- DESCHUTES COUNTY, OREGON General Fund Schedule of Budgeted and Actual Transactions Budgetary Basis For the Year Ended June 30, 2004 Expenditures (Continued) Non -Departmental Materials and services Capital outlay Totals Total general services Operating contingency Total expenditures Excess of revenues over expenditures Other financing sources (uses) 11,405,385 9,857,483 9,134,929 (722,554) 6,406,497 7,954,399 10,183,927 2,229,528 Appropriation transfers out - (1,319,473) - (1,319,473) Transfers in from other funds 141,857 141,857 141,857 - Transfers out to other funds (9,848,354) (10,076,783) (9,961,24_8) (115,535) Total other financing sources (uses) (9,706,497) (11,254,399) (9,819,391) (1,435,008) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing sources (uses) (3,300,000) (3,300,000) 364,536 3,664,536 Fund balance - Beginning of year 4,000,000 4,000,000 4,749,791 749,791 Fund balance - End of year $ 700,000 $ 700,000 $ 5,114,327 $ 4,414,327 D-911 Variance with Original Final Budget Budget Final Budget Actual Over (Under) 751,053 781,053 762,301 (18,752) 100 100 - (100) 751,153 781,153 762,301 (18,852) 8,888,343 8,950,412 8,632,908 (317,504) 2,037,800 396,829 - (396,829) 11,405,385 9,857,483 9,134,929 (722,554) 6,406,497 7,954,399 10,183,927 2,229,528 Appropriation transfers out - (1,319,473) - (1,319,473) Transfers in from other funds 141,857 141,857 141,857 - Transfers out to other funds (9,848,354) (10,076,783) (9,961,24_8) (115,535) Total other financing sources (uses) (9,706,497) (11,254,399) (9,819,391) (1,435,008) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing sources (uses) (3,300,000) (3,300,000) 364,536 3,664,536 Fund balance - Beginning of year 4,000,000 4,000,000 4,749,791 749,791 Fund balance - End of year $ 700,000 $ 700,000 $ 5,114,327 $ 4,414,327 D-911 DESCHUTES COUNTY, OREGON Sheriffs Fund Schedule of Budgeted and Actual Transactions Budgetary Basis For the Year Ended June 30, 2004 continued E2 Variance with Original Final Budget Budget Final Budget Actual Over (Under) REVENUES Local Taxes $ 9,510,095 $ 9,510,095 $ 9,712,999 $ 202,904 Fines, forfeitures, and penalties 279,600 279,600 283,154 3,554 Interest and rents 85,073 85,073 95,245 10,172 Charges for services 569,995 569,995 654,884 84,889 Intergovernmental Local 311,705 311,705 316,705 5,000 State 1,192,507 1,608,329 2,237,963 629,634 Federal 495,649 495,649 142,948 (352,701) Total revenues 12,444,624 12,860,446 13,443,899 583,453 EXPENDITURES Sheriffs Services Personnel services 691,314 663,314 662,227 (1,087) Materials and services 541,788 631,788 639,235 7,447 Capital outlay 14,000 14,000 13,740 (26 0) 1,247,102 1,309,102 1,315,202 6,100 Automotive/Communications Personnel services 199,167 206,167 206,578 411 Materials and services 568,179 588,341 626,349 38,008 Capital outlay - 328,088 313,203 (14,885) 767,346 1,122,596 1,146,130 23,534 Investigations/Evidence Personnel services 1,179,508 1,219,508 1,216,421 (3,087) Materials and services 208,726 198,726 177,764 (20,962) Capital outlay 30,100 30,100 14,482 (15,618) 1,418,334 1,448,334 1,408,667 (39,667) Patrol/Civil/Comm Support Personnel services 5,143,533 5,422,909 5,412,541 (10,368) Materials and services 415,000 443,000 429,499 (13,501) Capital outlay 162,000 226,452 213,053 (13,399) 5,720,533 6,092,361 6,055,093 (37,268) Records Personnel services 456,254 461,630 456,411 (5,219) Materials and services 43,780 43,780 40,497 (3,283) 500,034 505,410 496,908 (8,502) Adult Jail Personnel services 4,538,338 4,613,545 4,602,169 (11,376) Materials and services 1,106,721 1,062,540 1,072,309 9,769 Capital outlay 63,550 97,050 84,273 (12,777) 5,708,609 5,773,135 5,758,751 (14,384) continued E2 DESCHUTES COUNTY, OREGON Sheriffs Fund Schedule of Budgeted and Actual Transactions Budgetary Basis For the Year Ended June 30, 2004 EXPENDITURES (Continued) Transport/Court Security Personnel services Materials and services Emergency Services Personnel services Materials and services Capital outlay Special Services Personnel services Materials and services Capital outlay Training Personnel services Materials and services Capital outlay Non -Departmental Materials and services Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Transfer out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) 148,236 150,436 149,562 (874) 12,864 8,864 6,948 (1,916) 161,100 159,300 156,510 42,790) 81,355 82,355 82,327 (28) 19,670 58,242 50,574 (7,668) 29,000 - - _ 130,025 140,597 132,901 (7,696) 283,438 314,503 293,491 (21,012) 45,942 45,942 45,629 (313) 5,000 39,804 39,428 (376) 334,380 400,249 378,548 (21,701) 96,080 96,080 92,764 (3,316) 27,233 28,193 25,948 (2,245) - 37,565 37,565 - 123,313 161,838 156,277 (5,561) 7,157 7,157 7,157 - 7,157 7,157 7,157 - -65- 16,117,933 17,120,079 17,012,144 (107,935) 604,461 18,137 - 18,137 16,722,394 17,138,216 17,012,144 (126,072) (4,277,770) (4,277,770) (3,568,245) 709,525 2,838,000 2,838,000 2,838,000 - (210,000) (210,000) (210,000) - 2,628,000 2,628,000 2,628,000 - (1,649,770) (1,649,770) (940,245) 709,525 1,649,770 1,649,770 2,057,351 407,581 - $ - $ 1,117,105 $ 1,117,105 DESCHUTES COUNTY, OREGON Mental Health Schedule of Budgeted and Actual Transactions Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Licenses and permits Interest and rents Charges for services Other Intergovernmental Local State Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 110,500 $ 110,500 $ 106,479 $ (4,021) 36,300 36,300 46,175 9,875 2,410,483 2,410,483 2,520,400 109,917 - - 2,800 2,800 243,000 243,000 244,495 1,495 9,176,661 9,266,661 8,427,305 (839,356) 11,976,944 12,066,944 11,347,654 (719,290) 4,886,664 5,139,368 5,096,758 (42,610) 8,801,995 8,872,312 7,438,630 (1,433,682) 10,000 10,000 7,428 (2,572) 13,698,659 14,021,680 12,542,816 (1,478,864) 825,045 592,024 14, 523, 704 14, 613, 704 - (592,024) 12,542,816 (2,070,888) (2,546,760) (2,546,760) (1,195,162) 1,351,598 1,346,114 1,346,114 1,353,197 7,083 (150,000) (150,000) (150,000) - 1,196,114 1,196,114 1,203,197 7,083 (1,350,646) (1,350,646) 8,035 1,358,681 1,350,646 1,350,646 1,623,703 273,057 Fund balance - End of year $ - $ - $ 1,631,738 $ 1,631,738 DESCHUTES COUNTY, OREGON Road Schedule of Budgeted and Actual Transactions Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 70,000 $ 70,000 $ 58,497 $ (11,503) 425,000 425,000 462,148 37,148 250,000 250,000 309,672 59,672 150,000 150,000 250,048 100,048 6,331,804 6,331,804 7,530,694 1,198,890 2,930,000 2,930,000 2,948,064 18,064 10,156, 804 10,156, 804 11, 559,123 1,402,319 4,031,220 4,031,220 3,931,860 (99,360) 5,589,982 5,589,982 5,244,367 (345,615) 3,034,000 3,034,000 377,998 (2,656,002) 12,655,202 12,655,202 9,554,225 (3,100,977) 700,576 700,576 - (700,576) 13,355,778 13,355,778 9,554,225 (3,801,553) (3,198,974) (3,198,974) 2,004,898 5,203,872 Other financing sources (uses) Transfers out to other funds (825,000) (825,000) (825,000) - Proceeds of sale of assets 251,000 251,000 626,620 375,620 Total other financing sources (uses) (574,000) (574,000) (198,380) 375,620 Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year (3,772,974) (3,772,974) 1,806,518 5,579,492 3,772,974 3,772,974 4,422,059 649,085 -67- $ 6,228,577 $ 6,228,577 OTHER SUPPLEMENTARY DATA COMBINING AND INDIVIDUAL FUND STATEMENTS AND SCHEDULES COMBINING NON-MAJOR GOVERNMENTAL FUNDS DESCHUTES COUNTY, OREGON Nonmajor Governmental Funds Combining Balance Sheet June 30, 2004 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Special $ 223,888 $ 1,620,458 Total Nonmajor - 76,109 Revenue Debt Service Capital Project Governmental 1,600 Funds Funds Funds Funds ASSETS Unearned revenues 1,242,710 1,272,455 799,124 3,314,289 Cash and cash equivalents $ 9,287,744 $ 243,732 $ 2,399,555 $ 11,931,031 Investments, plus accrued interest 9,595,795 294,155 2,895,961 12,785,911 Restricted cash 15,327 1,197,808 - 1,213,135 Taxes receivable 566,101 135,024 18,270 719,395 Accounts receivable 953,051 156,420 1,852 1,111,323 Notes and contracts receivable 1,036,036 - 745,864 1,781,900 Assessments receivable - 1,165,196 38,644 1,203,840 Due from other funds 302,142 - - 302,142 Inventory _ _ _ _ Prepaid items - - _ - Total assets $ 21,756,196 $ 3,192,335 $ 6,100,146 $ 31,048,677 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 1,396,570 $ - $ 223,888 $ 1,620,458 Deficit in pooled cash accounts - 76,109 - 76,109 Deposits - - 1,600 1,600 Due to other funds 52,142 - - 52,142 Unearned revenues 1,242,710 1,272,455 799,124 3,314,289 Total liabilities 2,691,422 1,348,564 1,024,612 5,064,598 Fund balances: Reserved for: Inventory Unreserved Unreserved, reported in nonmajor: Special revenue funds 19,064,774 - - 19,064,774 Debt service funds - 1,843,771 - 1,843,771 Capital project funds - - 5,075,534 5,075,534 Total fund balances 19,064,774 1,843,771 5,075,534 25,984,079 Total liabilities and fund balances $21,756,196 $ 3,192,335 $ 6,100,146 $ 31,048,677 -75- DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Balance Sheet June 30, 2004 Inventory Prepaid items Total assets $ 1,208,301 $ 183,312 $ 18,280 $ 54,856 $ 136,591 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ - $ Community 35 $ 1,664 $ La Pine Deficit in pooled cash accounts Business Development Grant Justice Industrial Due to other funds Loan Block Grant Projects Court Development ASSETS 899,567 - - - 136,469 Cash and cash equivalents $ 26,614 $ 36,951 $ 8,283 $ 25,294 $ 55 Investments, plus accrued interest 32,120 44,595 9,997 29,562 67 Restricted cash _ 2,358 18,245 53,192 122 Taxes receivable $ 1,208,301 $ 183,312 $ 18,280 $ 54,856 $ 136,591 Accounts receivable - 101,766 - - _ Notes and contracts receivable 899,567 - - - 136,469 Assessments receivable _ Due from other funds 250,000 Inventory Prepaid items Total assets $ 1,208,301 $ 183,312 $ 18,280 $ 54,856 $ 136,591 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ - $ 180,954 $ 35 $ 1,664 $ - Deficit in pooled cash accounts _ _ - Due to other funds Unearned revenues 899,567 - - - 136,469 Total liabilities 899,567 180,954 35 1,664 136,469 Fund balances: Undesignated 308,734 2,358 18,245 53,192 122 Total liabilities and fund balances $ 1,208,301 $ 183,312 $ 18,280 $ 54,856 $ 136,591 Continued -76- ASSETS Cash and cash equivalents Investments, plus accrued interest Restricted cash Taxes receivable Accounts receivable Notes and contracts receivable Assessments receivable Due from other funds Inventory Prepaid items Total assets LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Deficit in pooled cash accounts Due to other funds Unearned revenues Total liabilities DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Balance Sheet June 30, 2004 Park Acquisition PERS County Special Taylor & Development Reserve School Transportation Grazing $ 271,985 $1,365,571 $ 8 $ 28,302 $ 9,747 328,252 1,646,414 11 34,157 11,764 17,124 - - 12,911 - $ 617,361 $ 3,011,985 $ 19 $ 75,370 $ 21,511 $ 2,267 $ 2,267 $ - $ 55,649 $ 7,000 55,649 7,000 Fund balances: Undesignated 615,094 3,011,985 19 19,721 14,511 Total liabilities and fund balances $ 617,361 $ 3,011,985 $ 19 $ 75,370 $ 21,511 Continued -77- DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Balance Sheet June 30, 2004 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 31,724 $ 5,501 $ 112,086 $ 31,907 $ - Deficit in pooled cash accounts - - _ - _ Due to other funds Unearned revenues _ _ _ Total liabilities 31,724 5,501 112,086 31,907 - Fund balances: Undesignated 281,250 292,058 61,642 28,621 281,363 Total liabilities and fund balances $ 312,974 $ 297,559 $ 173,728 $ 60,528 $ 281,363 Continued -78- Transient Video Welcome Industrial Land Sales Room Tax Lottery Center Development Maintenance ASSETS Cash and cash equivalents $ 15,469 $ 134,833 $ 42,336 $ 27,427 $ 127,494 Investments, plus accrued interest 18,669 162,726 69,592 33,101 153,869 Restricted cash - - 15,327 - - Taxes receivable 278,836 - 46,473 - - Accounts receivable - _ _ Notes and contracts receivable Assessments receivable Due from other funds Inventory Prepaid items - _ _ - _ Total assets $ 312,974 $ 297,559 $ 173,728 $ 60,528 $ 281,363 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 31,724 $ 5,501 $ 112,086 $ 31,907 $ - Deficit in pooled cash accounts - - _ - _ Due to other funds Unearned revenues _ _ _ Total liabilities 31,724 5,501 112,086 31,907 - Fund balances: Undesignated 281,250 292,058 61,642 28,621 281,363 Total liabilities and fund balances $ 312,974 $ 297,559 $ 173,728 $ 60,528 $ 281,363 Continued -78- DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Balance Sheet June 30, 2004 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ - $ 108 $ 2,812 $ - $ 229,993 Deficit in pooled cash accounts - _ _ _ - Due to other funds - _ Unearned revenues - 12,500 - - Total liabilities - 12,608 2,812 - Fund balances: Undesignated 40,980 24,557 30,157 148,965 641,307 Total liabilities and fund balances $ 40,980 $ 37,165 $ 32,969 $ 148,965 $ 871,300 Continued -79- County Commission Liquor Victims' Clerk on Children Enforcement Assistance Law Library Records & Families ASSETS Cash and cash equivalents $ 18,569 $ 16,400 $ 14,939 $ 67,501 $ 382,649 Investments, plus accrued interest 22,411 19,726 18,030 81,464 461,810 Restricted cash - _ _ _ _ Taxes receivable _ _ Accounts receivable - 1,039 - - 26,841 Notes and contracts receivable - - _ _ - Assessments receivable - Due from other funds - Inventory - Prepaid items _ _ _ _ _ Total assets $ 40,980 $ 37,165 $ 32,969 $ 148,965 $ 871,300 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ - $ 108 $ 2,812 $ - $ 229,993 Deficit in pooled cash accounts - _ _ _ - Due to other funds - _ Unearned revenues - 12,500 - - Total liabilities - 12,608 2,812 - Fund balances: Undesignated 40,980 24,557 30,157 148,965 641,307 Total liabilities and fund balances $ 40,980 $ 37,165 $ 32,969 $ 148,965 $ 871,300 Continued -79- ASSETS Cash and cash equivalents Investments, plus accrued interest Restricted cash Taxes receivable Accounts receivable Notes and contracts receivable Assessments receivable Due from other funds Inventory Prepaid items Total assets LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Deficit in pooled cash accounts Due to other funds Unearned revenues Total liabilities Fund balances: Undesignated Total liabilities and fund balances DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Balance Sheet June 30, 2004 M Community Sheriffs Justice Asset Court Juvenile Forfeiture Facilities $ 65,510 $ 36,723 $ 14,442 79,063 44,320 17,429 135,277 - 3,792 $ 279,850 $ 81,043 $ 35,663 $ 80,828 $ 80,828 - - 199,022 81,043 35,663 $ 279,850 $ 81,043 $ 35,663 Continued DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Balance Sheet June 30, 2004 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 1,966 $ - $ 72,143 $ 19,714 Deficit in pooled cash accounts _ _ _ _ Due to other funds Unearned revenues _ Total liabilities 1,966 - 72,143 19,714 Fund balances: Undesignated 180,761 496,566 843,357 164,121 Total liabilities and fund balances $ 182,727 $ 496,566 $ 915,500 $ 183,835 Continued -81- Deschutes County Sheriffs Communication Capital Health Healthy Start - System Reserve Department Prenatal ASSETS Cash and cash equivalents $ 82,799 $ 225,009 $ 239,968 $ 81,559 Investments, plus accrued interest 99,928 271,557 289,491 98,431 Restricted cash _ _ Taxes receivable _ _ _ _ Accounts receivable - - 386,041 3,845 Notes and contracts receivable - _ - _ Assessments receivable _ _ Due from other funds - - Inventory _ _ Prepaid items _ _ _ - Total assets $ 182,727 $ 496,566 $ 915,500 $ 183,835 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 1,966 $ - $ 72,143 $ 19,714 Deficit in pooled cash accounts _ _ _ _ Due to other funds Unearned revenues _ Total liabilities 1,966 - 72,143 19,714 Fund balances: Undesignated 180,761 496,566 843,357 164,121 Total liabilities and fund balances $ 182,727 $ 496,566 $ 915,500 $ 183,835 Continued -81- ASSETS Cash and cash equivalents Investments, plus accrued interest Restricted cash Taxes receivable Accounts receivable Notes and contracts receivable Assessments receivable Due from other funds Inventory Prepaid items Total assets LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Deficit in pooled cash accounts Due to other funds Unearned revenues Total liabilities Fund balances: Total liabilities and fund balances DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Balance Sheet June 30, 2004 Public Land Corner ABHA OHP-CDO Preservation Code Community Abatement Development $ 197,795 $ 45,262 $ 324,223 $ 12,908 $ 522,182 238,714 54,625 391,296 15,578 630,088 21,328 $ 436,509 $ 99,887 $ 715,519 $ 28,486 $ 1,173,598 $ - $ 110 $ 1,389 $ 40,870 110 1,389 - 40,870 436,509 99,777 714,130 28,486 1,132,728 $ 436,509 $ 99,887 $ 715,519 $ 28,486 $ 1,173,598 -82- Continued DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Balance Sheet June 30, 2004 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 874 $ - $ - $ - $ 1,553 Deficit in pooled cash accounts - - - _ _ Due to other funds Unearned revenues - Total liabilities 874 - - - 1,553 Fund balances: Undesignated 116,702 1,536,123 190,441 31,067 936,823 Total liabilities and fund balances $ 117,576 $ 1,536,123 $ 190,441 $ 31,067 $ 938,376 Continued -83- Community CDD Building CDD Development Program Electrical GIS CDD-TDC Reserve Reserve Reserve Dedicated ASSETS Cash and cash equivalents S 53,277 $ 696,063 $ 86,295 $ 14,077 $ 422,475 Investments, plus accrued interest 64,299 840,060 104,146 16,990 509,874 Restricted cash - _ _ Taxes receivable Accounts receivable - - - - 6,027 Notes and contracts receivable - Assessments receivable - Due from other funds - Inventory Prepaid items - _ _ - _ Total assets $ 117,576 $ 1,536,123 $ 190,441 $ 31,067 $ 938,376 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 874 $ - $ - $ - $ 1,553 Deficit in pooled cash accounts - - - _ _ Due to other funds Unearned revenues - Total liabilities 874 - - - 1,553 Fund balances: Undesignated 116,702 1,536,123 190,441 31,067 936,823 Total liabilities and fund balances $ 117,576 $ 1,536,123 $ 190,441 $ 31,067 $ 938,376 Continued -83- DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Balance Sheet June 30, 2004 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 104 $ 14,538 $ 197,627 $ - $ 19,997 Vehicle - _ _ Road Building Road Maintenance Weed Federal & Equipment Improvement & Abatement Forest Title III Reserve Reserve Replacement ASSETS Fund balances: Cash and cash equivalents 34,031 91,913 463,267 394,654 370,799 Investments, plus accrued interest 41,071 110,926 559,105 476,299 447,508 Restricted cash _ _ Taxes receivable - Accounts receivable 1,959 Notes and contracts receivable - Assessments receivable Due from other funds Inventory Prepaid items _ _ _ - - Total assets 77,061 202,839 1,022,372 870,953 818,307 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 104 $ 14,538 $ 197,627 $ - $ 19,997 Deficit in pooled cash accounts - _ _ _ _ Due to other funds Unearned revenues - _ Total liabilities 104 14,538 197,627 - 19,997 Fund balances: Undesignated 76,957 188,301 824,745 870,953 798,310 Total liabilities and fund balances $ 77,061 $ 202,839 $ 1,022,372 $ 870,953 $ 818,307 Continued -84- DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Balance Sheet June 30, 2004 Adult Parole Dog Control & Probation Deschutes ASSETS Cash and cash equivalents $ 37,241 $ 199,181 $ 487,328 $ 67,480 $ 49,836 Investments, plus accrued interest 44,946 240,326 589,481 81,625 60,282 Restricted cash - _ - _ _ Taxes receivable - - 106,639 - 10,903 Accounts receivable 1,063 - 210,978 - - Notes and contracts receivable - _ _ - _ Assessments receivable Due from other funds Inventory Prepaid items Total assets $ 83,250 $ 439,507 $1,394,426 $ 149,105 $121,021 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable County 911 County Deschutes Service Extension County 911 District 4-H Service Equipment Service District Reserve District ASSETS Cash and cash equivalents $ 37,241 $ 199,181 $ 487,328 $ 67,480 $ 49,836 Investments, plus accrued interest 44,946 240,326 589,481 81,625 60,282 Restricted cash - _ - _ _ Taxes receivable - - 106,639 - 10,903 Accounts receivable 1,063 - 210,978 - - Notes and contracts receivable - _ _ - _ Assessments receivable Due from other funds Inventory Prepaid items Total assets $ 83,250 $ 439,507 $1,394,426 $ 149,105 $121,021 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 41,098 $ 15,605 $ 57,079 $ - $ 5,787 Deficit in pooled cash accounts - - _ _ Due to other funds - - - _ Unearned revenues - - 85,224 - 8,735 Total liabilities 41,098 15,605 142,303 - 14,522 Fund balances: Undesignated 42,152 423,902 1,252,123 149,105 106,499 Total liabilities and fund balances $ 83,250 $ 439,507 $1,394,426 $ 149,105 $121,021 Continued -85- DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Balance Sheet June 30, 2004 :. Black Butte Sunriver Total Non - Ranch County Sunriver Service Major Special Service Service District Revenue District District Reserve Funds ASSETS Cash and cash equivalents $ 257,253 $ 787,650 $ 306,117 $ 9,287,744 Investments, plus accrued interest - - - 9,595,795 Restricted cash - - - 15,327 Taxes receivable 19,909 103,341 - 566,101 Accounts receivable - 23,060 - 953,051 Notes and contracts receivable - - - 1,036,036 Assessments receivable - _ _ _ Due from other funds - - 52,142 302,142 Inventory _ _ _ _ Prepaid items - _ - - Total assets $ 277,162 $ 914,051 $ 358,259 $ 21,756,196 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ 6,648 $ 156,940 $ - $ 1,396,570 Deficit in pooled cash accounts - _ _ _ Due to other funds - 52,142 - 52,142 Unearned revenues 15,925 84,290 - 1,242,710 Total liabilities 22,573 293,372 - 2,691,422 Fund balances: Undesignated 254,589 620,679 358,259 19,064,774 Total liabilities and fund balances $ 277,162 $ 914,051 $ 358,259 $ 21,756,196 :. ASSETS Cash and cash equivalents Investments, plus accrued interest Restricted cash Taxes receivable Accounts receivable Assessments receivable Total assets LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Deficit in pooled cash accounts Unearned revenues Total liabilities DESCHUTES COUNTY, OREGON Nonmajor Debt Service Funds Combining Balance Sheet June 30, 2004 2000 Series LTD Tax CDD Bldg Full Faith & HHS/BJCC Improvement LID 2003 1996 COPs Credit 2003 1998 COPs $ 4,080 $ 25,019 $ - $ - $ _ 4,924 30,195 - - - - 206,499 637,540 - - - 156,420 - 319,956 845,240 $ 328,960 $ 900,454 $ 206,499 $ 156,420 $ 637,540 319,956 845,240 _ 319,956 845,240 - 76,109 - - in, iia Fund balances: Undesignated 9,004 55,214 206,499 80,311 637,540 Total liabilities and fund balances $ 328,960 $ 900,454 $ 206,499 $ 156,420 $ 637,540 Continued 1M:3A DESCHUTES COUNTY, OREGON ASSETS Cash and cash equivalents Investments, plus accrued interest Restricted cash Taxes receivable Accounts receivable Assessments receivable Total assets LIABILITIES AND FUND BALANCES Liabilities: Accounts payable Deficit in pool cash accounts Unearned revenues Total liabilities Fund balances: Undesignated Total liabilities and fund balances Nonmajor Debt Service Funds Combining Balance Sheet June 30, 2004 Government Redmond Welcome Center Public Safety Service Center 1989/98 General Building PERS Series 1988/98 COPs Obligation 1994 COPs 2002 COPs $ - $ 131,837 $ - $ 157 $ - 158,884 - 190 - 136,223 - 65,070 - 152,476 - 90,106 - - - $ 136,223 $ 380,827 $ 65,070 $ 347 $152,476 71,358 - - 71,358 136,223 309,469 65,070 347 152,476 $ 136,223 $ 380,827 $ 65,070 $ 347 $152,476 Continued -88- DESCHUTES COUNTY, OREGON Nonmajor Debt Service Funds Combining Balance Sheet June 30, 2004 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable _ $ Redmond Sunriver Deficit in pool cash accounts Bend Library Library CSD Library CSD Total Non - Unearned revenues CSD General General General Major Debt Total liabilities Obligation Obligation Obligation Service Funds ASSETS Cash and cash equivalents $ 72,294 $ 5,471 $ 4,874 $ 243,732 Investments, plus accrued interest 87,449 6,617 5,896 294,155 Restricted cash - - - 1,197,808 Taxes receivable 32,030 8,570 4,318 135,024 Accounts receivable - - - 156,420 Assessments receivable - - - 1,165,196 Total assets $ 191,773 $ 20,658 $ 15,088 $ 3,192,335 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable _ $ _ $ Deficit in pool cash accounts - - - 76,109 Unearned revenues 25,598 6,850 3,453 1,272,455 Total liabilities 25,598 6,850 3,453 1,348,564 Fund balances: Undesignated 166,175 13,808 11,635 1,843,771 Total liabilities and fund balances $ 191,773 $ 20,658 $ 15,088 $ 3,192,335 5: 11 DESCHUTES COUNTY, OREGON Nonmajor Capital Project Funds Combining Balance Sheet June 30, 2004 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ $ - $ 23,761 $ 166,927 5 $ 2,515 La Pine Deposits Total Non - - - - 1,600 Unearned revenues 745,619 Building 14,861 - Major Total liabilities 745,619 Local General County / Purchace Fund balances: Warehouse Capital New Improvement County State and Remodel Archive and Projects Total liabilities and fund balances Neighborhood District Projects Building Remodel Projects IT Funds ASSETS Cash and cash equivalents $ 415,359 $ 211,884 $ 259,849 $ 75,413 $ 137,609 $ 1,285,554 $ 13,887 $2,399,555 Investments, plus accrued interest 501,286 255,717 313,605 91,014 166,077 1,551,502 16,760 2,895,961 Restricted cash - - - - Taxes receivable - 18,270 - 18,270 Accounts receivable 1,559 293 1,852 Notes and contracts receivable 745,619 - 207 38 745,864 Assessments receivable 38,644 - 38,644 Due from other funds - Total assets $ 1,663,823 $ 506,245 $ 591,724 $ 166,927 $ 303;686 $ 2,837,056 $ 30,685 $6,100,146 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable $ $ - $ 23,761 $ 166,927 5 $ 2,515 $ 30,685 $ 223,888 Deposits 1,600 - - - 1,600 Unearned revenues 745,619 38,644 14,861 - 799,124 Total liabilities 745,619 40,244 38,622 166,927 2,515 30,685 1,024,612 Fund balances: Undesignated 918,204 466,001 553,102 - 303,686 2,834,541 5,075,534 Total liabilities and fund balances $ 1,663,823 $ 506,245 $ 591,724 $ 166,927 $ 303,686 $ 2,837,056 $ 30,685 $6,100,146 1146112 DESCHUTES COUNTY, OREGON Nonmajor Governmental Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -property Taxes -other Licenses and permits Fines, forfeitures, and penalties Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Current: General services Education County roads Public safety Health and welfare Debt service: Principal Interest Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfer out to other funds Issuance of debt Discount on debt Proceeds from refunding bonds Payment to refund bond escrow agent Debt issuance Proceeds of sale of assets Total other financing sources (uses) Excess (deficiency of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund Fund balance - End of year Total Nonmajor Special Revenue Debt Service Capital Project Governmental Funds Funds Funds Funds $ 5,978,368 $ 2,932,358 $ 423,781 $ 9,334,507 3,004,568 - - 3,004,568 185,241 - - 185,241 534,169 - - 534,169 290,398 270,513 327,225 888,136 11,472,250 568,623 150,169 12,191,042 321,050 - - 321,050 1,062,458 - 30,000 1,092,458 10,349,731 - 30,469 10,380,200 2,771,256 - 165,006 2,936,262 35,969,489 3,771,494 1,126,650 40,867,633 13,871,524 1,143,468 - 477,797 - 16,641,886 - 8,880,755 - - 4,018,339 - 3,428,796 3,504,197 - 44,519,627 7,447,135 13,871,524 1,143,468 477,797 - 16,641,886 8,880,755 4,018,339 3,428,796 15,456,124 18,960,321 15,456,124 67,422,886 (8,550,138)(3,675,641) (14,329,474) (26,555,253) 9,287,269 2,762,894 339,805 12,389,968 (3,996,274) (84,805) (1,148,746) (5,229,825) 7,090,000 - - 7,090,000 (1,492) - _ (1,492) - 5,750,000 - 5,750,000 - (5,315,000) - (5,315,000) - (435,000) - (435,000) 83,034 - 126,400 209,434 12,462,537 2,678,089 (682,541) 14,458,085 3,912,399 (997,552) (15,012,015) (12,097,168) 15,442,640 2,841,323 20,087,549 38,371,512 (290,265) - - (290,265) $ 19,064,774 $ 1,843,771 $ 5,075,534 $ 25,984,079 -91- DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -property Taxes -other Licenses and permits Fines, forfeitures, and penalties Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Current: General services Education County roads Public safety Health and welfare Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Issuance of debt Discount on debt Proceeds of sale of assets Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund Fund balance - End of year Community La Pine Business Development Grant Justice Industrial Loan Block Grant Projects Court Development - - - - 60 4,396 468 297 1,022 414 - - 68,313 - 74,901 49,431 - - - - 405,165 29,343 - - 53,827 405,633 97,953 1,022 75,375 494,874 403,340 95,600 299,558 156,489 403,340 299,558 494,874 95,600 156,489 (441,047) 2,293 2,353 298,536 (81,114) 313,166 - - 81,234 - - 313,166 81,234 (441,047) 2,293 2,353 14,630 120 749,781 65 15,892 38,562 2 $ 308,734 $ 2,358 $ 18,245 $ 53,192 $ 122 Continued W6102 DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -property Taxes -other Licenses and permits Fines, forfeitures, and penalties Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Current: General services Education County roads Public safety Health and welfare Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Issuance of debt Discount on debt Proceeds of sale of assets Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund Fund balance - End of year -93- Park Acquisition & PERS Development Reserve County Special School Transportation $ - $ - $ 4 $ - 51,250 - - 7,532 18,445 591 939 - 2,343,148 - - 87,481 - 166,836 260,405 - - 976,039 - 146,263 2,361,593 1,143,470 261,344 48,381 6,895,415 - - - - 1,143,468 - - 249,082 68,144 - 116,525 6,895,415 1,143,468 249,082 29,738 (4,533,822) 2 12,262 - (308,369) - - - 7,090,000 - - - (1,492) - 6,780,139 - 29,738 2,246,317 2 12,262 585,356 765,668 17 7,459 $ 615,094 $ 3,011,985 $ 19 $ 19,721 Continued DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -property Taxes -other Licenses and permits Fines, forfeitures, and penalties Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Current: General services Education County roads Public safety Health and welfare Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Issuance of debt Discount on debt Proceeds of sale of assets Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund Fund balance - End of year Taylor Transient Video Welcome Industrial Grazing Room Tax Lottery Center Development 2,575,339 - 429,229 236 3,993 3,053 1,939 30,396 - - - 78,820 4,377 - 424,266 - 4,613 2,579,332 427,319 509,988 30,396 7,000 533,466 335,188 357,941 31,278 - - - - 47,900 7,000 533,466 335,188 357,941 79,178 2,387 2,045,866 92,131 152,047 (48,782) - (2,061,238) - (154,000) - (2,061,238) - 154,000 (2,387) (15,372) 92,131 (1,953) (48,782) 16,898 296,622 199,927 63,595 77,403 $ 14,511 $ 281,250 $ 292,058 $ 61,642 $ 28,621 -94- Continued DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -property Taxes -other Licenses and permits Fines, forfeitures, and penalties Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Current: General services Education County roads Public safety Health and welfare Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Issuance of debt Discount on debt Proceeds of sale of assets Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund Fund balance - End of year County Land Sales Liquor Victims' Clerk Maintenance Enforcement Assistance Law Library Records - 34,867 2,154 - - 3,588 433 955 622 1,450 3,646 - 32,140 1,384 97,597 - 44,193 115,504 - - 30,174 - 7,234 35,300 109,616 117,510 99,047 42,763 - - 109,785 50,993 - 243,263 - 1,327 - - 42,763 1,327 243,263 109,785 50,993 (35,529) 33,973 133,647 7,725 48,054 72,000 - 50,000 (20,000) - - - (20,000) 72,000 - 50,000 (35,529) 13,973 (61,647) 7,725 98,054 316,892 27,007 86,204 22,432 50,911 $ 281,363 $ 40,980 $ 24,557 $ 30,157 $ 148,965 -95- Continued DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -property Taxes -other Licenses and permits Fines, forfeitures, and penalties Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Current: General services Education County roads Public safety Health and welfare Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Issuance of debt Discount on debt Proceeds of sale of assets Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund Fund balance - End of year Commission on Public Community Sheriffs COLES Children & Safety Justice Asset Asset Families Reserve Juvenile Forfeiture Forfeiture - - 1,914 10,951 47,639 12,703 407 16,693 1,658 1,211 5,285 - 476,456 - - 12,875 - - - 4,210 - - 1,118,852 - 311,900 546,006 - 164,865 - - 1,699,931 407 971,828 12,609 48,850 - - 5,707,640 1,605 13,515 1,993,094 - - - - - 2,345 - 4,500 1,993,094 - 5,709,985 1,605 18,015 (293,163) 407 (4,738,157) 11,004 30,835 355,011 - 4,815,321 - 90,403 (230,017) (92,966) (56,992) 124,994 (92,966) 4,815,321 (56,992) 90,403 (168,169) (92,559) 77,164 (45,988) 121,238 809,476 92,559 121,858 127,031 16,624 - - - _ 137,862 $ 641,307 $ - $ 199,022 $ 81,043 $ - MA Continued DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -property Taxes -other Licenses and permits Fines, forfeitures, and penalties Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Current: General services Education County roads Public safety Health and welfare Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Issuance of debt Discount on debt Proceeds of sale of assets Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund Fund balance - End of year Deshutes Central County Sheriffs Oregon Drug Court Communication Capital Health Enforcement Facilities System Reserve Department 131 80,598 - - 620 513 9,911 4,632 9,003 37,419 - 640,306 - 380,920 - - - 28,410 84,469 - - 8,582 - - - - 2,104,919 400,982 _ - - 523,621 81,111 650,217 4,632 2,531,834 384,652 97,739 180,977 - - - - - - 4,039,830 2,700 - 2,199,574 - 116,735 387,352 97,739 2,380,551 - 4,156,565 136,269 116,628) (1,730,334) 4,632 1,624,731 150,000 1,943,812 (40,494) - (99,020) - (150,000) (40,494) - (99,020) 150,000 1,793,812 95,775 (16,628) (1,829,354) 154,632 169,081 56,628 52,291 2,010,115 341,934 674,276 (152,403) - - - - $ - $ 35,663 $ 180,761 $ 496,566 $ 843,357 -97- Continued DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -property Taxes -other Licenses and permits Fines,"forfeitures, and penalties Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Current: General services Education County roads Public safety Health and welfare Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Issuance of debt Discount on debt Proceeds of sale of assets Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund Fund balance - End of year Healthy Public Land Start - Corner Code Prenatal ABHA OHP-CDO Preservation Abatement 1,486 4,308 596 7,981 345 243,185 - - 721,181 - 50 - - 132,621 2,191,100 274,490 - 377,342 2,195,408 275,086 729,162 345 574,924 375 368,551 2,049,327 179,544 - - 368,551 2,049,327 179,544 574,924 375 8,791 146,081 95,542 154,238 (30) 57,319 - (221,821) - - - 57,319 221,821 - - - 66,110 (75,740) 95,542 154,238 (30) 98,011 512,249 4,235 559,892 28,516 $164,121 $ 436,509 $ 99,777 $ 714,130 $ 28,486 Continued -98- DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 OTHER FINANCING SOURCES (USES) Transfers in from other funds - 126,400 _ Transfers out to other funds (200,000) - Issuance of debt Discount on debt Proceeds of sale of assets - _ (200,000) 126,400 - - Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses 985,852 94,828 18,496 2,080 336 Fund balance - Beginning of year 146,876 21,874 1,517,627 188,361 30,731 Residual equity transfer to agency fund _ _ - _ _ Fund balance - End of year $ 1,132,728 $ 116,702 $ 1,536,123 $ 190,441 $ 31,067 Continued -99- Community CDD Building CDD Community Development Program Electrical Development CDD-TDC Reserve Reserve Reserve REVENUES Local Taxes -property $ _ $ _ $ _ $ _ $ _ Taxes -other Licenses and permits Fines, forfeitures, and penalties 4,601 Interest and rents 23,331 384 18,496 2,080 336 Charges for services 5,261,569 - - _ _ Other 8,500 _ Intergovernmental Local 828,173 - _ State 22,000 - Federal 228,706 - - - _ Total revenues 6,376,880 384 18,496 2,080 336 EXPENDITURES Current: General services 2,824,042 3,756 - - _ Education _ County roads _ Public safety 2,344,021 Health and welfare _ _ Capital outlay 22,965 28,200 Total expenditures 5,191,028 31,956 - - - Excess (deficiency) of revenues over expenditures 1,185,852 31,572 18,496 2,080 336 OTHER FINANCING SOURCES (USES) Transfers in from other funds - 126,400 _ Transfers out to other funds (200,000) - Issuance of debt Discount on debt Proceeds of sale of assets - _ (200,000) 126,400 - - Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses 985,852 94,828 18,496 2,080 336 Fund balance - Beginning of year 146,876 21,874 1,517,627 188,361 30,731 Residual equity transfer to agency fund _ _ - _ _ Fund balance - End of year $ 1,132,728 $ 116,702 $ 1,536,123 $ 190,441 $ 31,067 Continued -99- DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -property Taxes -other Licenses and permits Fines, forfeitures, and penalties Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Current: General services Education County roads Public safety Health and welfare Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Issuance of debt Discount on debt Proceeds of sale of assets Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund Fund balance - End of year -100- Road Federal Building & Road GIS Weed Forest Title Equipment Improvement Dedicated Abatement III Reserve Reserve 10,495 567 3,311 11,140 10,482 497,907 31,939 - - 4,860 - 1,998 - - - 25,000 96,058 23,766 - - 80,000 344,484 - 604,460 163,270 347,795 11,140 15,342 290,077 126,250 337,124 14,423 - 30,173 - - 460,359 - 320,250 126,250 337,124 474,782 - 284,210 37,020 10,671 463,642 15,342 - 20,000 - 805,000 - (141,857) - - - _ 141,857 20,000 - 805,000 142,353 57,020 10,671 341,358 15,342 794,470 19,937 177,630 483,387 855,611 $ 936,823 $ 76,957 $188,301 $ 824,745 $ 870,953 Continued DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -property Taxes -other Licenses and permits Fines, forfeitures, and penalties Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Current: General services Education County roads Public safety Health and welfare Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Issuance of debt Discount on debt Proceeds of sale of assets Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund Fund balance - End of year Deschutes County 911 Vehicle (5,584) 362,062 Deschutes Service Maintenance 47,736 61,840 County 911 District & 42,152 $ Adult Parole & Service Equipment Replacement Dog Control Probation Distrct Reserve $ - $ - $ - $ 2,702,019 $ - 133,991 _ - 2,743 348,511 - - 10,618 836 8,113 15,373 1,240 276,900 - 23,490 28,603 - - - 33,204 - 1,920,298 606,157 - 287,518 137,570 2,300,412 3,385,356 1,240 67,762 - - - - - 224,268 2,126,573 2,444,762 - 193,616 - - 201,702 261,378 224,268 2,126,573 2,646,464 - 26,140 86,698 173,839 738,892 1,240 81,114 188,223 - 65,000 - - (65,000) - 1,800 - - - - 1,800 81,114 188,223 (65,000) 65,000 27,940 (5,584) 362,062 673,892 66,240 770,370 47,736 61,840 578,231 82,865 $ 798,310 $ 42,152 $ 423,902 $ 1,252,123 $ 149,105 -101- Continued DESCHUTES COUNTY, OREGON Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -property Taxes -other Licenses and permits Fines, forfeitures, and penalties Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Current: General services Education County roads Public safety Health and welfare Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Issuance of debt Discount on debt Proceeds of sale of assets Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund Fund balance - End of year $ 243,518 $ 433,853 $ 2,598,974 $ - $ 5,978,368 - - 3,004,568 - - - _ 185,241 - - - - 534,169 2,391 4,280 10,505 3,584 290,398 797 13,200 207,104 - 11,472,250 - 9,408 10,378 200,000 321,050 - - - 1,062,458 10,000 - - - 10,349,731 - - - - 2,771,256 256,706 460,741 2,826,961 203,584 35,969,489 248,517 - - 13,871,524 - - - - 1,143,468 - - - 477,797 477,329 2,395,422 120 16,641,886 - - - 8,880,755 22,751 175 102,358 3,504,197 248,517 500,080 2,395,597 102,478 44,519,627 8,189 39,339 431,364 101,106 (8,550,138) - - 154,500 9,287,269 - - (154,500) - (3,996,274) - - - 7,090,000 (1,492) - 83,034 (154,500) 154,500 12,462,537 8,189 (39,339) 276,864 255,606 3,912,399 98,310 293,928 343,815 102,653 15,442,640 - - - - (290,265) $ 106,499 $ 254,589 $ 620,679 $ 358,259 $ 19,064,774 -102- Black Butte Extension Ranch Sunriver 4-H County Sunriver Service Total Non -Major Service Service Service District Special Revenue District District District Reserve Funds $ 243,518 $ 433,853 $ 2,598,974 $ - $ 5,978,368 - - 3,004,568 - - - _ 185,241 - - - - 534,169 2,391 4,280 10,505 3,584 290,398 797 13,200 207,104 - 11,472,250 - 9,408 10,378 200,000 321,050 - - - 1,062,458 10,000 - - - 10,349,731 - - - - 2,771,256 256,706 460,741 2,826,961 203,584 35,969,489 248,517 - - 13,871,524 - - - - 1,143,468 - - - 477,797 477,329 2,395,422 120 16,641,886 - - - 8,880,755 22,751 175 102,358 3,504,197 248,517 500,080 2,395,597 102,478 44,519,627 8,189 39,339 431,364 101,106 (8,550,138) - - 154,500 9,287,269 - - (154,500) - (3,996,274) - - - 7,090,000 (1,492) - 83,034 (154,500) 154,500 12,462,537 8,189 (39,339) 276,864 255,606 3,912,399 98,310 293,928 343,815 102,653 15,442,640 - - - - (290,265) $ 106,499 $ 254,589 $ 620,679 $ 358,259 $ 19,064,774 -102- DESCHUTES COUNTY, OREGON Nonmajor Debt Service Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -Property Interest and rents Charges for services Total revenues 1996 Series 2000 Series LTD Tax LTD Tax CDD Bldg Improvement Improvement LID 2003 1996 COPs 2,726 27,422 29,339 2,491 9,045 104,707 454,871 - 11,771 132,129 484,210 2,491 EXPENDITURES Debt Service: Principal 205,000 753,000 624,798 105,000 Interest 5,381 43,700 47,816 105,025 Total expenditures 210,381 796,700 672,614 210,025 Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Proceeds from refunding bonds Payment to refund bond escrow agent Debt issuance/defeasance costs Total other financing sources (uses) Excess of (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year (198,610) 664,5711� 88,404} 207,534 - 200,000 (84,805) - - - (84,805) - - 200,000 (283,415) (664,571) (188,404) (7,534) 283,415 673,575 243,618 214,033 $ �- $ 9,004 $ 55,214 $ 206,499 Continued -103- DESCHUTES COUNTY, OREGON Nonmajor Debt Service Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 Excess (deficiency) of revenues over expenditures (1,169,769) (648,704) (135,119) (37,038) OTHER FINANCING SOURCES (USES) Transfers in from other funds 1,249,866 668,601 Government Public Safety - Full Faith & HHS/BJCC Center 1989/98 General - Credit 2003 1998 CODs COPs Obligation REVENUES Debt issuance/defeasance costs - - - - Local 1,249,866 668,601 139,738 - Taxes -Property $ - $ - $ - $ 1,943,523 Interest and rents 187,146 2,444 429 10,547 Charges for services - - - - Total revenues 187,146 2,444 429 1,954,070 $ 80,311 $ 637,540 $ EXPENDITURES Debt Service: Principal - 330,000 105,000 1,235,000 Interest 1,356,915 321,148 30,548 756,108 Total expenditures 1,356,915 651,148 135,548 1,991,108 Excess (deficiency) of revenues over expenditures (1,169,769) (648,704) (135,119) (37,038) OTHER FINANCING SOURCES (USES) Transfers in from other funds 1,249,866 668,601 139,738 - Transfers out to other funds - - - - Proceeds from refunding bonds - - - - Payment to refund bond escrow agent - - - - Debt issuance/defeasance costs - - - - Total other financing sources (uses) 1,249,866 668,601 139,738 - Excess of (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses 80,097 19,897 4,619 (37,038) Fund balance - Beginning of year 214 617,643 131,604 346,507 Fund balance - End of year $ 80,311 $ 637,540 $ 136,223 $ 309,469 Continued Si11:elo DESCHUTES COUNTY, OREGON Nonmajor Debt Service Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -Property Interest and rents Charges for services Total revenues EXPENDITURES Debt Service: Principal Interest Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Proceeds from refunding bonds Payment to refund bond escrow agent Debt issuance/defeasance costs Total other financing sources (uses) Excess of (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Redmond Service Building PERS Series 1994 COPs 2002 414 211 414 211 Welcome 13,678 Center Bend Library 1988/98 CSD General COPs Obligation - $ 708,775 598 4,964 598 713,739 30,000 13,678 105,000 350,000 13,120 294,690 49,582 289,114 43,120 308,368 154,582 639,114 (42,706) (308,157) (153,984) 74,625 42,320 308,369 154,000 - - 5,750,000 - (5,315,000) - - -4� 35,000) 42,320 308,369 154,000 - (386) 212 16 74,625 65,456 135 152,460 91,550 $ 65,070 $ 347 $ 152,476 $ 166,175 Continued DESCHUTES COUNTY, OREGON Nonmajor Debt Service Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -Property Interest and rents Charges for services Total revenues EXPENDITURES Debt Service: Principal Interest Total expenditures Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Proceeds from refunding bonds Payment to refund bond escrow agent Debt issuance/defeasance costs Total other financing sources (uses) Excess of (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year 5111:6 Redmond Sunriver Library CSD Library CSD Total Non -Major General General Debt Service Obligation Obligation Funds $ 187,304 $ 92,756 $ 2,932,358 1,367 415 270,513 - - 568,623 188,671 93,171 3,771,494 116,863 45,000 4,018,339 68,137 47,512 3,428,796 185,000 92,512 7,447,135 3,671 659 (3,675,641) 2,762,894 - - (84,805) - 5,750,000 - - (5,315,000) _ - (435,000) - - 2,678,089 3,671 659 (997,552) 10,137 10,976 2,841,323 $ 13,808 $ 11,635 $ 1,843,771 DESCHUTES COUNTY, OREGON Nonmajor Capital Projects Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 REVENUES Local Taxes -Property Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Capital outlay Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfer out to other funds Proceeds of sale of assets Total other financing sources (uses) Excess (deficiency of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year -107- Local General New Improvement County County/State Neighborhood District Projects Building $ - $ - $ 423,781 $ - 14,375 14,088 162,030 60,303 1,560 148,609 - - 30,000 - - - - - 30,469 - 165,006 - - - 210,941 162,697 616,280 60,303 414,764 928,030 305,300 9,062,105 (203,823) (765,333) 310,980 (9,001,802) 84,805 - - (181,191) - (967,555) - 126,400 - - - (54,791) 84,805 967,555 - (258,614) (680,528) (656,575) (9,001,802) 1,176,818 1,146,529 1,209,677 9,001,802 $ 918,204 $ 466,001 $ 553,102 $ - Continued DESCHUTES COUNTY, OREGON Nonmajor Capital Projects Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Year Ended June 30, 2004 La Pine Total Non - Building Warehouse, Major Capital Purchase / Remodel Archive & IT Projects Remodel Projects Building Funds REVENUES Local Taxes -Property Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Capital outlay Excess (deficiency) of revenues over expenditures OTHER FINANCING SOURCES (USES) Transfers in from other funds Transfers out to other funds Proceeds of sale of assets Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year $ - $ - $ - $ 423,781 17,538 38,376 20,515 327,225 - - - 150,169 30,000 30,469 - - - 165,006 17,538 38,376 20,515 1,126,650 1,819,397 514,592 2,411,936 15,456,124 (1,801,859) (476,216) (2,391,421) (14,329,474) 255,000 339,805 - (1,148,746) - 126,400 _ - 255,000 (682,541) (1,801,859) (476,216) (2,136,421) (15,012,015) 2,105,545 3,310,757 2,136,421 20,087,549 $ 303,686 $ 2,834,541 $ - $ 5,075,534 -108- COMBINING PROPRIETARY FUNDS DESCHUTES COUNTY, OREGON Solid Waste Funds Combining Statement of Net Assets June 30, 2004 -111- Solid Waste Solid Waste Solid Waste Solid Waste Landfill Landfill Capital Equipment Environmental North Area Operations Closure Postclosure Projects Reserve Remediation Development Total ASSETS Current assets: Cash and cash equivalents $ 789,314 $1,987,911 $ 603,317 $ 821,055 $ 300,102 $ 777,213 $ 2,460,513 $ 7,739,425 Investments, plus accrued interest 952,600 2,399,158 728,128 990,912 362,185 937,998 2,969,530 9,340,511 Accounts receivable 515,817 515,817 Total current assets 2,257,731 4,387,069 1,331,445 1,811,967 662,287 1,715,211 5,430,043 17,595,753 Noncurrent assets: Capital assets: Land 181,850 - 154,800 - - - 336,650 Construction in progress - 1,590,072 1,310,916 2,900,988 Land improvements 2,559,735 1,258,714 - 3,818,449 Buildings and improvements, net 210,926 - 275,939 - 486,865 Equipment 157,720 282,171 1,083,628 349,753 - 1,873,272 Vehicles 66,942 - - - - 66,942 Deferred financing costs 136,698 - 136,698 Total noncurrent assets 3,313,871 282,171 - 4,363,153 349,753 - 1,310,916 9,619,864 Total assets 5,571,602 4,669,240 1,331,445 6,175,120 1,012,040 1,715,211 6,740,959 27,215,617 LIABILITIES Current liabilities: Accounts payable 78,340 - - 731,756 - - 8,507 818,603 Interest payable 21,915 410 22,325 Bonds, notes and COPs payable 121,683 103,370 - 225,053 Total current liabilities 221,938 731,756 103,780 8,507 1,065,981 Noncurrent liabilities Bonds, notes and COPs payable 5,967,072 - - 5,967,072 Premium on bonds payable 46,348 46,348 Accrued compensated leave 95,226 95,226 Accrued closure / postclosure 8,835,367 - 8,835,367 Total noncurrent liabilities 14,944,013 14,944,013 Total liabilities 15,165,951 731,756 103,780 8,507 16,009,994 NET ASSETS Invested in capital assets, net of related debt (2,774,884) 282,171 - 4,363,153 246,383 - 6,732,452 8,849,275 Unrestricted (6,819,465) 4,387,069 1,331,445 1,080,211 661,877 1,715,211 - 2,356,348 Total net assets $ (9,594,349) $4,669,240 $1,331,445 $5,443,364 $ 908,260 $ 1,715,211 $ 6,732,452 $ 11,205,623 -111- DESCHUTES COUNTY, OREGON Fair & Expo Center Funds Combining Statement of Net Assets June 30, 2004 Fairgrounds Noncurrent liabilities Bonds, notes and COPs payable General Fair & Expo - 22,842,453 Premium on bonds payable 763,569 Obligation Center Fair & Expo Annual - 250,000 Bonds Reserve Center County Fair Total ASSETS 82,946 Total noncurrent liabilities 22,993,569 - 933,551 12,620 Current assets: Total liabilities 24,039,121 - 1,051,976 201,144 25,292,241 Cash and cash equivalents $ 134,403 $ 135,273 $ 93,980 $ 37,977 $ 401,633 Investments, plus accrued interest 162,208 163,258 112,224 45,834 483,524 Accounts receivable - - 23,076 - 23,076 Taxes receivable 86,040 - - - 86,040 Prepaid items - - - 111,502 111,502 Total current assets 382,651 298,531 229,280 195,313 1,105,775 Noncurrent assets: Capital assets: Land - - - - _ Land improvements - - 7,459,925 - 7,459,925 Building and improvements - - 19,159,777 - 19,159,777 Equipment and vehicles - - 671,680 - 671,680 Total capital assets - - 27,291,382 - 27,291,382 Other - deferred financing costs 1,574,472 - 2,278 - 1,576,750 Total assets 1,957,123 298,531 27,522,940 195,313 29,973,907 LIABILITIES Current liabilities: Accounts payable - - 21,716 7,833 29,549 Unearned revenues - 69,721 180,691 250,412 Interest payable 85,552 12,558 - 98,110 Bonds, notes and COPS payable 960,000 - 14,430 - 974,430 Total current liabilities 1,045,552 - 118,425 188,524 1,352,501 Noncurrent liabilities Bonds, notes and COPs payable 22,230,000 612,453 - 22,842,453 Premium on bonds payable 763,569 772 - 764,341 Due to other funds - 250,000 - 250,000 Accrued compensated leave - 70,326 12,620 82,946 Total noncurrent liabilities 22,993,569 - 933,551 12,620 23,939,740 Total liabilities 24,039,121 - 1,051,976 201,144 25,292,241 NET ASSETS Invested in capital assets, net of related debt (23,104,493) - 26,755,933 - 3,651,440 Unrestricted 1,022,495 298,531 (284,969) 5,831 1,030,226 Total net assets $ (22,081,998) $ 298,531 $26,470,964 $ 5,831 $ 4,681,666 -112- DESCHUTES COUNTY, OREGON Nonmajor Internal Service Funds Combining Statement of Net Assets June 30, 2004 LIABILITIES Current liabilities Accounts payable 116,564 6,073 5,502 3,013 8,770 28,013 16,870 66,256 891 Total Internal Interest payable Building Administrative Information - Health Services Bonds, notes and COPS payable Services Services Finance Legal Personnel Technology IT Reserve Insurance Benefits Trust Funds ASSETS 73,829 53,526 92,480 37,145 51,806 211,693 32,897 4,718 558,094 Current assets: - 1,651,885 707,529 2,359,414 Cash and cash equivalents $ 145,873 $ 3,594 $ 107,373 $ 20,949 $ 121,252 $ 215,454 $ 169,862 $ 888,649 $ 1,383,275 $ 3,056,281 Investments, plus accrued interest 176,050 4,337 129,585 25,282 146,336 260,026 205,002 1,072,488 1,669,439 3,688,545 Accounts receivable 10,129 2,500 - - - 18,251 - 16 2,025 32,921 Total current assets 332,052 10,431 236,958 46,231 267,588 493,731 374,864 1,961,153 3,054,739 6,777,747 Noncurrent assets: Notes receivable - - - - - - - 240,000 - 240,000 Capital assets: 141,659 (49,168) 138,976 6,073 207,012 254,025 357,994 210,115 2,341,601 3,608,287 Land Improvements 104,004 $ (49,168) - $ 6,073 $ 207,012 - $ 248,232 $ 456,040 $ 2,341,601 104,004 Equipment and vehicles, net 153,995 95,308 136,759 130,238 5,925 522,225 Total noncurrent assets 257,999 95,308 136,759 130,238 245,925 866,229 Total assets 590,051 10,431 332,266 46,231 267,588 630,490 505,102 2,207,078 3,054,739 7,643,976 LIABILITIES Current liabilities Accounts payable 116,564 6,073 5,502 3,013 8,770 28,013 16,870 66,256 891 251,952 Interest payable - - Bonds, notes and COPS payable - - Accrued compensated leave 73,829 53,526 92,480 37,145 51,806 211,693 32,897 4,718 558,094 Accrued claims payable - 1,651,885 707,529 2,359,414 Total current liabilities 190,393 59,599 97,982 40,158 60,576 239,706 16,870 1,751,038 713,138 3,169,460 Noncurrent liabilities Bonds, notes and COPs payable - - - - 240,000 240,000 Total liabilities 190,393 59,599 97,982 40,158 60,576 239,706 256,870 1,751,038 713,138 3,409,460 NET ASSETS Invested in capital assets, net of related debt 257,999 - 95,308 - - 136,759 (109,762) 245,925 - 626,229 Unrestricted 141,659 (49,168) 138,976 6,073 207,012 254,025 357,994 210,115 2,341,601 3,608,287 Total net assets $ 399,658 $ (49,168) $ 234,284 $ 6,073 $ 207,012 $ 390,784 $ 248,232 $ 456,040 $ 2,341,601 $ 4,234,516 -113- DESCHUTES COUNTY, OREGON Solid Waste Funds Combining Statement of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 -114- Sw Sw Solid Waste Landfill Landfill Post SW Capital Equipment Environmental Recycling Operations Closure Closure Projects Reserve Remediation Center Total OPERATING REVENUES Charges for services $ 6,585,095 $ - $ $ - $ $ $ $ 6,585,095 Miscellaneous 66,641 - - 66,641 Total operating revenues 6,651,736 - 6,651,736 OPERATING EXPENSES Personnel 1,175,326 - 1,175,326 Materials and services 2,125,535 8,066 - 2,133,601 Landfill closure/poslclosure care costs (450,550) (450,550) Depreciation 475,039 - 475,039 Capital outlay - - Debt service Contingency - - - - _ _ Total operating expenses 3,325,350 - - 81066 - 3,333,416 Operating income (loss) 3,326,386 (8.066} - 3,318,320 NONOPERATING REVENUES (EXPENSES) Grant 15,000 - - 15,000 Investment earnings 29,351 48,544 13,892 29,523 7,705 20,652 65,483 215,150 Rents - - - - _ _ Interest expense (272,356) (5,308) (277,664) Gain (loss) on equipment disposition - Total nonoperating revenues (expenses, net) (228,005) 48,544 13,892 29,523 2,397 20,652 65,483 (47,514) Income (loss) before transfers 3,098,381 48,544 13,892 29,523 (5,669) 20,652 65,483 3,270,806 Transfers in (out) (2,410,000) 400,000 200,000 1,200,000 110,000 500,000 - Change in net assets 688,381 448,544 213,892 1,229,523 104,331 20,652 565,483 3,270,806 Total net assets - beginning (10,404,088) 4,220,696 1,117,553 4,213,841 803,929 1,694,559 6,166,969 7,813,459 Prior period adjustment 121,358 - - - - 121,358 Total net assets - ending $ (9,594,349) $ 4,669,240 $ 1,331,445 $ 5,443,364 $ 908,260 $ 1,715,211 $ 6,732,452 $11,205,623 -114- DESCHUTES COUNTY, OREGON Fair & Expo Center Funds Combining Statement of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 Fairgrounds Fair and General Expo Total Fair & Fairgrounds Obligation Center Fair and Expo Annual Expo Center Construction Bonds Reserve Center County Fair Funds OPERATING REVENUES Charges for services Miscellaneous Total operating revenues OPERATING EXPENSES Personnel Materials and services Depreciation Total operating expenses Operating income (loss) NONOPERATING REVENUES (EXPENSES) Grants Property taxes Investment earnings Rents Amortization of debt issuance costs Interest expense Gain (loss) on equipment disposition Total nonoperating revenues (expenses), net Income (loss) before transfers Capital transfers Transfers in Transfers out Change in net assets Total net assets - beginning Prior Period Adjustment Total net assets - ending $ - 5 $ $ 851,648 $ 764,132 $ 1,615,780 - 851,648 764,132 1,615,780 - 671,782 127,015 798,797 - 582,660 578,608 1,161,268 705,798 - 705,798 - 1,960,240 705,623 2,665,863 (1,108,592) 58,509 (1,050,083) -115- - 40,355 54,200 94,555 - 1,844,947 - - - 1,844,947 - 6,966 2,691 4,107 789 14,553 (131,206) - - (131,206) (54) (979,305) - (29,104) (1,008,463) (54) 741,402 2,691 15,358 54,989 814,386 (54) 741,402 2,691 (1,093,234) 113,498 (235,697) - 215,311 479,227 - 694,538 (138,290) - - (77,021) 185,000 (400,311) (138,344) 741,402 218,002 (691,028) (71,502) 58,530 138,344 (22,823,400) 80,529 27,170,353 67,388 4,633,213 - - (8,361) 1,716 (10,077) $ E2 $ 298,531 $ 26,470,964 $ 5,831 $ 4,681,667 -115- DESCHUTES COUNTY, OREGON Nonmajor Internal Service Funds Combining Statement of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 -116- Building Administrative Information Health Total Internal Services Services Finance Legal Personnel Technology IT Reserve Insurance Benefits Trust Services Funds OPERATING REVENUES Charges for services $1,400,736 $ 410,890 $ 899,436 $443,095 $ 517,581 $1,645,212 $ 204,003 $1,261,402 $ 8,093,720 $ 14,876,075 Miscellaneous 419 7,624 8,043 Total operating revenues 1,400,736 410,890 899,436 443,095 517,581 1,645,631 204,003 1,269,026 8,093,720 14,884,118 OPERATING EXPENSES Personnel 914,343 382,834 573,564 451,490 321,501 1,409,294 328,335 100,541 4,481,902 Materials and services 438,259 77,417 317,229 51,236 189,349 235,484 55,271 1,914,439 6,829,631 10,108,315 Oepreciabon 40,385 78,058 - 63,122 77,838 4,851 264,254 Total operating expenses 1,392,987 460,251 968,851 502,726 510,850 1,707,900 133,109 2,247,625 6,930,172 14,854,471 Operating income (loss) 7,749 (49,361) (69,415) 5( 9,631) 6,731 (62,269) 70,894 (978,599) 1,163,548 29,647 NONOPERATING REVENUES (EXPENSES) Investment earnings 3,153 193 2,572 191 3,430 6,386 3,799 28,615 29,697 78,036 Rents 480 - 480 Interest expense (505) (1,714) - (2,211) Loss on disposition of capital assets (112,711) - - (112,711) Total nonoperaling revenues (expenses), ne (109,078) 193 2,572 191 3,430 5,881 2,085 28,615 29,697 (36,414) Income (loss) before transfers (101,329) (49,168) (66,843) (59,440) 10,161 (56,388) 72,979 (949,984) 1,193,245 (6,767) Capital transfers Transfers in 12,429 50,000 48,496 - 110,925 Transfers out Change in net assets (88,900) (49,168) (66,843) (9,440) 10,161 (7,892) 72,979 (949,984) 1,193,245 104,158 Total net assets - beginning 499,505 316,036 19,266 205,724 436,011 175,252 1,411,481 1,148,827 4,212,102 Prior period adjustment (10,947) (14,909) (3,753) (8,873) 37,335 (5,457) (471) (81,745) Total net assets - ending $ 399,658 $ (49,168) $ 234,284 $ 6,073 $ 207,012 $ 390,784 $ 248,232 $ 456,040 $ 2,341,601 $ 4,234,516 -116- DESCHUTES COUNTY, OREGON Solid Waste Funds Combining Statement of Cash Flows For the Year Ended June 30, 2004 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) 3,326,386 (8,066) 3,318,320 Adjustments to reconcile operating income to net cash provided (used) by operating activities: Depreciation expense 475,039 475,039 Change in assets and liabilities Receivables, net (21,505) (21,505) Accounts and other payables (546,786) (546,786) Net cash provided (used) by operating activities $ 3,233,134 $ $ $ $ (8,066) $ $ $ 3,225,068 -117- SW SW Solid Waste Landfill Landfill Post SW Capital Equipment Environmental Recycling Operations Closure Closure Projects Reserve Remediation Center Total CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers $ 6,563,590 $ $ $ $ $ $ $ 6,563,590 Payments to employees (1,169,833) (1,169,833) Payments to suppliers (2,227,267) (8,066) (2,235,333) Internal activity - payments from (to) other funds - Other receipts 66,644 66,644 Net cash provided (used) by operating activities 3,233,134 (8,066) 3,225,068 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Grants 15,000 15,000 Rents Sale of capital assets _ Interfund transfers, net (2,410,000) 400,000 200,000 1,200,000 110,000 500,000 - Net cash provided by noncapital financing activities (2,395,000) 400,000 200,000 1,200,000 110,000 500,000 15,000 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of capital assets (41,576) - - (2,547,768) - (1,108,241) (3,697,585) Principal paid on capital debt - (100,460) (100,460) Interest paid on capital debt (328,744) (5,706) (334,450) Net cash provided (used) by capital and related financing activities (370,320) (2,547,768) 106,166 (1,108,241) (4,132,495) CASH FLOWS FROM INVESTING ACTIVITIES Sale (purchase) of Investments (493,626) (950,087) (316,710) 156,028 (119,994 (315,019) (775,461) (2,814,869) Interest 30,441 55,172 15,528 39,525 9,015 23,990 78,992 252,663 Net cash provided (used) by investing activities (463,185) (894,915) 301,182 195,553 (110,979) (291,029) (696,469) (2,562,206) Net increase (decrease) in cash and cash equivalents 4,629 (494,915) (101,182) (1,152,215) (115,211) (291,029) (1,304,710) (3,454,633) Balances - beginning of year 784,685 2,482,826 704,499 1,973,270 415,313 1,068,242 3,765,223 11,194,058 Balances - end of year 789,314 1,987,911 603,317 821,055 300,102 777,213 2,460,513 7,739,425 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) 3,326,386 (8,066) 3,318,320 Adjustments to reconcile operating income to net cash provided (used) by operating activities: Depreciation expense 475,039 475,039 Change in assets and liabilities Receivables, net (21,505) (21,505) Accounts and other payables (546,786) (546,786) Net cash provided (used) by operating activities $ 3,233,134 $ $ $ $ (8,066) $ $ $ 3,225,068 -117- DESCHUTES COUNTY, OREGON Fair & Expo Center Funds Combining Statement of Cash Flows For the Year Ended June 30, 2004 CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers Payments to employees Payments to suppliers Internal activity - payments to other funds Other receipts Net cash provided (used) by operating activities CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Property taxes Grants Sale of capital assets Interfund transfers, net Net cash provided by noncapital financing activities CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of capital assets Loan proceeds Principal paid on capital debt Interest paid on capital debt Net cash provided (used) by capital and related financing activities CASH FLOWS FROM INVESTING ACTIVITIES Sale (purchase) of Investments Interest Net cash provided (used) by investing activities Net increase (decrease) in cash and cash equivalents Balances - beginning of year Balances - end of year Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) Adjustments to reconcile operating income to net cash provided (used) by operating activities: Depreciation expense Change in assets and liabilities Receivables, net Prepaid items Accounts and other payables Net cash provided (used) by operating activities Fairgrounds General Fair and Annual County Fair and Expo Fairgrounds Obligation Expo Center Fair Center Reserve Construction Bonds Total (420) (420) $ $ 838,734 $ 798,032 $ 1,636,766 (663 692 130 099 79 (585,324) (592,212) (1,177,956) (410,282) 75,721 (334,981) - 1,860,892 - - - 1,860,892 - - 40,355 54,200 94,555 (138,290) - 215,311 402,206 (185,000) 294,227 (138,290) 1,860,892 215,311 442,561 (130,800} 2,249,674 51,234 (128,350) (128,350) (860,000) (12,332) (872,332) (1,046,194) (30,229) (1,076,423) (1,906,194) (170,911) (2,077,105) 50,617 (39,189) (133,039) 12,282 4,779 (104,550) 617 7,745 2,237 5,170 1,219 _ 16,988 51,234 (31,444) (130,802) 17,452 5,998 (87,562) (87,476) (76,746) 84,509 (121,180) (49,081) (249,974) 87,476 211,149 50,764 215,160 87,058 651,607 - 134,403 135,273 93,980 37,977 401,633 (420) $ 420 $ $ -118- (1,108,592) 58,509 (1,050,083) 705,798 705,798 (1,505) (1,505) (5,407) (5,407) (5,983) 22,619 16,216 $ (410,282) $ 75,721 $ (334,981) DESCHUTES COUNTY, OREGON Nonmajor Internal Service Funds Combining Statement of Cash Flows For the Year Ended June 30. 2004 -119- Health Building Administrative Information Benefits Services Services Finance Legal Personnel Technology IT Reserve Insurance Trust Total CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers $ 78,692 $ 2,500 $ 66,532 $ 8,934 $ 3,338 $ 59,864 $ $ 39,026 $1,490,096 $ 1,748,982 Payments to employees (904,550) (329,308) (568,295) (436,302) (321,601) (1,415,999) (327,362) (126,515) (4,429,932) Payments to suppliers (382,439) (71,344) (313,000) (53,097) (190,633) (230,685) (38,401) (1,616,851) (6,828,190) (9,724,640) Internal activity- payments from other funds 1,360,735 405,890 832,904 435,033 514,243 1,567,553 204,003 1,222,376 6,601,599 13,144,336 Other receipts 7,608 7,608 Net cash provided (used) by operating activities 152,438 7,738 18,141 45,432 5,347 (19,267) 165,602 (675.203) 1,136,990 746,354 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Rents 480 480 Interfund transfers, net 12,429 50,000 48,496 110,925 Net cash provided by noncapital financing activities 12,909 50,000 48,496 111,405 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Purchase of capital assets (19,997) (15,539) (21,568) (57,104) Loan proceeds 240,000 240,000 Principal paid on capital debt (17,264) (145,000) (162,264) Interest paid on capital debt (505) 2,289 (2,794) Net cash provided (used) by capital and related financing activities (19,997) (33,308) 71,143 17,838 CASH FLOWS FROM INVESTING ACTIVITIES Sale (purchase) of Investments (111,881) (4,315) (50,035) (10,024) (51,172) (86,081) (154,946) (268,170) (972,834) (1,709,458) Interest 3.062 171 2,947 261 3,924 7,329 3,389 36,832 30,177 88,112 Net cash provided (used) by investing activities1( 08,799) (4,144) 47,088 (9,763) 47,248 (78,752) 151,557 (231,338) 942,657 (1,621,346) Net increase (decrease) in cash and cash equivalen 36,551 3,594 (28,947) (5,195) (41,901) (82,831) 85,188 (906,541) 194,333 (745,749) Balances -beginning of year 109,322 = 136,320 26,144 163,153 298,285 84,674 1,795,190 1,188,942 3,802,030 Balances - end of year 145,873 31594 107,373 20,949 121,252 215,454 169,862 888,649 1,383,275 3,056,281 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) 7,749 (49,361) (69,415) (59,631) 6,731 (62,269) 70,894 (978,599) 1,163,548 29,647 Adjustments to reconcile operating income to net cash provided (used) by operating activities: Depreciation expense 40,385 78,058 - 63,122 77,838 4,851 - 264,254 Change in assets and liabilities Receivables, net (9,619) (2,500) - 872 (18,214) - (16) (2,025) (31,502) Accounts and other payables 113,923 59,599 9,498 13,327 1,384 (1,906) 16,870 298,561 (24,533) 483,955 Net cash provided (used) by operating activities $ 152,438 $ 7,738 $ 18,141 $(45,432 ) $ 5,347 $ 19,267 $ 165,602 $ 675,203 $1,136,990 $ 746,354 -119- BUDGETARY COMPARISON SCHEDULES SCHEDULES OF REVENUES, EXPENTIURES/EXPENSES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL DESCHUTES COUNTY, OREGON BUSINESS LOAN FUND Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Other Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year (520,000) (520,000) (441,047) 78,953 250,000 250,000 - (250,000) (250,000) (250,000) - 250,000 (520,000) (520,000) (441,047) 78,953 520,000 520,000 749,781 229,781 $ - $ - $ 308,734 $ 308,734 -123- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 5,000 $ 5,000 $ 4,396 $ (604) 75,000 75,000 49,431 (25,569) 80,000 80,000 53,827 (26,173) 23,578 24,078 23,727 (351) 535,685 535,685 471,147 (64,538) 100 100 - (100) 559,363 559,863 494,874 (64,989) 40,637 40,137 - (40,137) 600,000 600,000 494,874 (105,126) (520,000) (520,000) (441,047) 78,953 250,000 250,000 - (250,000) (250,000) (250,000) - 250,000 (520,000) (520,000) (441,047) 78,953 520,000 520,000 749,781 229,781 $ - $ - $ 308,734 $ 308,734 -123- DESCHUTES COUNTY, OREGON COMMUNITY DEVELOPMENT BLOCK GRANT Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Intergovernmental State Total revenues EXPENDITURES Materials and services Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year -124- _ 2,293 2,293 65 65 $ 2,358 $ 2,358 Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ - $ - $ 468 $ 468 1,500,000 1,500,000 405,165 (1,094,835) 1,500,000 1,500,000 405,633 (1,094,367) 42,000 382,000 284,238 (97,762) 1,458,000 1,118,000 119,102 (998,898) 1,500,000 1,500,000 403,340 (1,096,660) -124- _ 2,293 2,293 65 65 $ 2,358 $ 2,358 DESCHUTES COUNTY, OREGON GRANT PROJECTS Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Intergovernmental State Federal Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Appropriation transfers in (out) Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget 68,313 68,313 Variance with Final Budget Actual Over (Under) 297 $ 297 68,313 - 29,343 29,343 UU,Q 10 vv,o Io ul,zaoo ca,o4u 58,032 59,032 58,794 (238) 9,203 39,203 36,806 (2,397) 100 100 - (100) 67,335 98,335 95,600 (2,735) 6,614 5,614 - 5,614 73,949 103,949 95,600 (8,349) (5,636) (35,636) 2,353 37,989 30,000 - (30,000) 30,000 - (30,000) (5,636) (5,636) 2,353 7,989 5,636 5,636 15,892 10,256 $ $$ - $ 18,245 $ 18,245 -125- DESCHUTES COUNTY, OREGON JUSTICE COURT Schedule of Revenues and Expenditures -Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 420 $ 420 $ 1,022 $ 602 420 420 1,022 602 320,649 290,649 196,918 (93,731) 103,747 133,747 102,640 (31,107) 100 100 - _ (100) 424,496 424,496 299,558 (124,938) 19,209 19,209 - (19,209) 443,705 443,705 299,558 (144,147) (443,285) (443,285) (298,536) 144,749 408,285 408,285 313,166 (95,119) 408,285 408,285 313,166 (95,119) (35,000) (35,000) 14,630 49,630 35,000 35,000 38,562 3,562 $ - $ t_ - $ 53,192 $ 53,192 5114102 DESCHUTES COUNTY, OREGON LA PINE INDUSTRIAL Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Fines, forfeitures, and penalties Interest and rents Charges for services Other Total revenues EXPENDITURES Materials and services Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year -127- 120 120 2 2 122 $ 122 Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ - $ - $ 60 $ 60 100 100 414 314 - - 74,901 74,901 500,000 500,000 81,234 (418,766) 500,100 500,100 156,609 (343,491) 500,100 500,100 156,489 (343,611) 500,100 500,100 156,489 (343,611) -127- 120 120 2 2 122 $ 122 DESCHUTES COUNTY, OREGON PARK ACQUISITION AND DEVELOPMENT Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Licenses and permits Interest and rents Intergovernmental State Total revenues EXPENDITURES Materials and services Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year $ $ $ 615,094 $ 615,094 -128- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 10,000 $ 10,000 $ 51,250 $ 41,250 10,000 10,000 7,532 (2,468) 50,000 50,000 87,481 37,481 70,000 70,000 146,263 76,263 58,000 58,000 48,381 (9,619) 592,000 592,000 68,144 (523,856) 650,000 650,000 116,525 (533,475) (580,000) (580,000) 29,738 609,738 580,000 580,000 585,356 5,356 Fund balance - End of year $ $ $ 615,094 $ 615,094 -128- DESCHUTES COUNTY, OREGON PERS RESERVE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Total revenues EXPENDITURES Personnel services Materials and services Debt service Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers out to other funds Issuance of debt Discount on debt Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year - 6,761,232 1,700 135,889 - 191,174 1,700 7,088,295 6,761,232 - 134,183 (1,706) (191,174) 6,895,415 (192,880) 350,568 353,973 - (353,973) 352,268 7,442,268 6,895,415 (546,853) (1,131) (7,091,131) (4,533,822) 2,557,309 (308,369) (308,369) (308,369) - 7,090,000 7,090,000 - (1,492) (1,492) (308,369) 6,781,631 6,780,139 X1`492) (309,500) (309,500) 2,246,317 2,555,817 759,500 759,500 765,668 6,168 Fund balance - End of year $ _450,000 $ 450,000 $ 3,011,985 $ 2,561,985 -129- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 16,000 $ 16,000 $ 18,445 $ 2,445 335,137 335,137 2,343,148 2,008,011 351,137 351,137 2,361, 593 2,010,456 - 6,761,232 1,700 135,889 - 191,174 1,700 7,088,295 6,761,232 - 134,183 (1,706) (191,174) 6,895,415 (192,880) 350,568 353,973 - (353,973) 352,268 7,442,268 6,895,415 (546,853) (1,131) (7,091,131) (4,533,822) 2,557,309 (308,369) (308,369) (308,369) - 7,090,000 7,090,000 - (1,492) (1,492) (308,369) 6,781,631 6,780,139 X1`492) (309,500) (309,500) 2,246,317 2,555,817 759,500 759,500 765,668 6,168 Fund balance - End of year $ _450,000 $ 450,000 $ 3,011,985 $ 2,561,985 -129- DESCHUTES COUNTY, OREGON COUNTY SCHOOL FUND Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes -property Interest and rents Intergovernmental State Federal Total revenues EXPENDITURES Materials and services Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year -130- Variance with Original Final Budget Budget Final Budget Actual Over (Under) - - 4 4 600 600 591 (9) 163,601 163,601 166,836 3,235 993,328 993,328 976,039 17,289) 1,157,529 1,157,529 1,143,470 (14,059} 1,157,529 1,157, 529 1,143,468 14 ,061 1,157,529 1,157,529 1,143,468 (14,061) - - 2 2 - - 17 17 5 - $ - $ 19 $ 19 -130- DESCHUTES COUNTY, OREGON SPECIAL TRANSPORTATION FUND Schedule of Revenues and Expenditures -Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Intergovernmental State Total revenues EXPENDITURES Materials and services Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 1,500 $ 1,500 $ 939 $ (561) 232,000 232,000 260,405 28,405 233,500 233,500 261,344 27,844 235,400 235,400 249,082 13,682 100 100 - (100) 235,500 235,500 249,082 13,582 (2,000) (2,000) 12,262 14,262 2,000 2,000 7,459 5,459 $ - $ - $ 19,721 $ 19,721 -131- DESCHUTES COUNTY, OREGON TAYLOR GRAZING Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Intergovernmental State Total revenues EXPENDITURES Materials and services Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 200 $ 200 $ 236 $ 36 4,300 4,300 4,377 77 4,500 4,500 4,613 113 21,300 21,300 7,000 (14,300) 21,300 21,300 7,000 (14,300) (16,800) 1600 (2,387) 14,413 16,800 16,800 16,898 98 $ - $ - $ 14,511 $ 14,511 -132- DESCHUTES COUNTY, OREGON TRANSIENT ROOM TAX Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes -other Interest and rents Total revenues EXPENDITURES Materials and services Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year (2,090,822) (2,090,822) (2,061,238) 29,584 (2,090,822) (2,090,822) (2,061,238) 29,584 -133- - - (15,371) (15,371) 296,622 296,622 _281,250 $ 281,250 Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 2,622,857 $ 2,622,857 $ 2,575,339 $ (47,518) 8,000 8,000 3,993 (4,007) 2,630,857 2,630,857 2,579,332 (51,525) 539,515 539,515 533,465 (6,050) 539,515 539,515 533,465 (6,050) 520 520 - (520) 540,035 540,035 533,465 (6,570) 2,090,822 2,090,822 2,045,867 (44,955] (2,090,822) (2,090,822) (2,061,238) 29,584 (2,090,822) (2,090,822) (2,061,238) 29,584 -133- - - (15,371) (15,371) 296,622 296,622 _281,250 $ 281,250 DESCHUTES COUNTY, OREGON VIDEO LOTTERY Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Intergovernmental State Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Appropriation transfer Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses 38,190 38,190 217,665 297,665 �vV,un/W JJJ,JJJ 5,045 5,045 261,000 341,000 38,029 (161) 297,159 (506) - (100) 335,188 (767) - (5,045) 335,188 (5,812) =(10,000) (90,000) 92,131 182,131 80,000 80,000 (10,000) (10,000) (80,000) (80,000) 92,131 102,131 Fund balance - Beginning of year 10,000 10,000 199,927 189,927 Fund balance - End of year $ - $ - $ 292,058 $ 292,058 -134- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 1,000 $ 1,000 $ 3,053 $ 2,053 250,000 250,000 424,266 174,266 251,000 251,000 427,319 176,319 38,190 38,190 217,665 297,665 �vV,un/W JJJ,JJJ 5,045 5,045 261,000 341,000 38,029 (161) 297,159 (506) - (100) 335,188 (767) - (5,045) 335,188 (5,812) =(10,000) (90,000) 92,131 182,131 80,000 80,000 (10,000) (10,000) (80,000) (80,000) 92,131 102,131 Fund balance - Beginning of year 10,000 10,000 199,927 189,927 Fund balance - End of year $ - $ - $ 292,058 $ 292,058 -134- DESCHUTES COUNTY, OREGON WELCOME CENTER Schedule of Revenues and Expenditures -Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes -other Interest and rents Intergovernmental Local Total revenues EXPENDITURES Materials and services Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year 154,000 154,000 152,046 (1,953) (154,000) (154,000) (154,000) - (154,000) (154,000) (154,000) - (1,953) (1,953) - - 63,595 Variance with Original 61,642 Final Budget Budget Final Budget Actual Over (Under) 437,143 437,143 429,229 (7,914) 4,000 4,000 1,939 (2,061) 77,000 77,000 78,820 1,820 518,143 518,143 509,988 (8,155) 363,461 363,461 357,941 (5,520) 363,461 363,461 357,941 (5,520) 682 682 - (682) 364,143 364,143 357,941 (6,202) 154,000 154,000 152,046 (1,953) (154,000) (154,000) (154,000) - (154,000) (154,000) (154,000) - (1,953) (1,953) - - 63,595 63,595 61,642 61,642 -135- DESCHUTES COUNTY, OREGON INDUSTRIAL DEVELOPMENT Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Appropriation transfer Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year -136- (82,000) (85,738) (48,782) 36,956 3,738 - (3,738) 3,738 - (3,738) (82,000) (82,000) (48,782) 33,218 82,000 82,000 77,403 (4,597) 28,621 $ 28,621 Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 41,000 $ 41,000 $ 30,396 $ (10,604) 41,000 41,000 30,396 (10,604) 78,738 78,738 31,278 (47,460) 100 48,000 47,900 (100) 78,838 126,738 79,178 (47,560) 44,162 - - - 123,000 126,738 79,178 (47,560) -136- (82,000) (85,738) (48,782) 36,956 3,738 - (3,738) 3,738 - (3,738) (82,000) (82,000) (48,782) 33,218 82,000 82,000 77,403 (4,597) 28,621 $ 28,621 DESCHUTES COUNTY, OREGON LAND SALES MAINTENANCE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year -137- Variance with Original Final Budget Budget Final Budget Actual Over (Under) 3,000 $ 3,000 $ 3,588 $ 588 - - 3,646 3,646 3,000 3,000 7,234 4,234 47,397 47,397 42,763 (4,634) 100 100 - (100) 47,497 47,497 42,763 (4,734) 112,678 112,678 - 112,678 160,175 160,175 42,763 (117,412) (157,175) (157,175) (35,529) 121,646 270,000 270,000 316,892 46,892 $ 112,825 $ 112,825 $ 281,363 $ 168,538 -137- DESCHUTES COUNTY, OREGON LIQUOR ENFORCEMENT Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Fines, forfeitures, and penalties Interest and rents Total revenues EXPENDITURES Materials and services Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 32,500 $ 32,500 $ 34,867 $ 2,367 250 250 433 183 32,750 32,750 35,300 2,550 -138- 1,327 1,327 1,327 1,327 1,327 1,327 23,973 23,973 - (23,973) 25,300 25,300 1,327 (23,973} 7,450 7,450 33,973 26,523 (20,000) (20,000) (20,000) - (20,000) (20,000) (20,000) - (12,550) (12,550) 13,973 26,523 12,550 12,550 27,007 14,457 40,980 $ 40,980 DESCHUTES COUNTY, OREGON VICTIMS' ASSISTANCE Schedule of Revenues and Expenditures -Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Fines, forfeitures, and penalties Interest and rents Charges for services Intergovernmental State Federal Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget Variance with Final Budget Actual Over (Under) $ 3,200 $ 3,200 $ 2,154 $ (1,046) 1,500 1,500 955 (545) 33,000 33,000 32,140 (860) 68,000 68,000 44,193 (23,807) 22,000 22,000 30,174 8,174 127,700 127,700 109,616 (18,084) 186,907 191,753 59,876 59,876 100 100 246 883 251 729 , , 12,817 7,971 259,700 259,700 (132,000) 72,000 (60,000) 60,000 -139- (132,000) 191,235 (518) 52,028 (7,848) - (100) 243,263 (8,466) - (7,971) 243,263 (16,437) (133,647) 72,000 72,000 (1,647) (60,000) (61,647) (1,647) 60,000 86,204 26,204 - $ 24,557 $ 24,557 DESCHUTES COUNTY, OREGON LAW LIBRARY Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Intergovernmental State Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget Variance with Final Budget Actual Over (Under) $ 350 $ 350 $ 622 $ 272 1,080 1,080 1,384 304 108,000 108,000 115,504 7,504 109,430 109,430 117,510 8,080 34,112 35,312 34,635 (677) 79,141 79,141 75,150 (3,991) 100 100 - (100) 113,353 114,553 109,785 (4,768) 8,077 6,877 - (6,877) 121,430 121,430 109,785 (11,645) (12,000) (12,000) 7,725 19,725 12,000 12,000 22,432 10,432 $. _ - $ - $ 30,157 $ 30,157 DESCHUTES COUNTY, OREGON COUNTY CLERK RECORDS Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year 5,000 5,000 98,054 Variance with Original 45,000 50,911 Final Budget Budget Final Budget Actual Over (Under) $ 1,000 $ 1,000 $ 1,450 $ 450 72,000 72,000 97,597 25,597 73,000 73,000 99,047 26,047 51,953 51,953 50,993 (960) 100 100 - (100) 52,053 52,053 50,993 (1,060) 65,947 65,947 - (65,947) 118,000 118,000 50,993 (67,007) (45,000) (45,000) 48,054 93,054 50,000 50,000 50,000 -- 50,000 50,000 50,000 - 5,000 5,000 98,054 93,054 45,000 45,000 50,911 5,911 $= 50,000 $ _ 50,000 $ 148,965 $ 98,965 -141- DESCHUTES COUNTY, OREGON COMMISSION ON CHILDREN & FAMILIES Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Original Budget Final Budget $ 15,000 $ 15,000 $ 2,000 2,000 26,000 26,000 Variance with Final Budget Actual Over (Under) 12,703 $ (2,297) 5,285 3,285 12,875 (13,125) - - 4,210 4,210 1,052,711 1,052,711 1,118,852 66,141 513,512 555,860 546,006 (9,854) 1,609,223 1,651,571 1,699,931 48,360 383,174 385,928 1,736,500 1,776,094 100 100 2,119,774 2,162,122 375,865 (10,063) 1,617,229 (158,865) - (100) 1,993,094 (169,028) 411,151 391,134 - (391,134) 2,530,925 2,553,256 1,993,094 (560,162) (921,702) (901,685) (293,163) 608,522 355,011 355,011 355,011 - (210,000) (230,017) (230,017) - 145,011 124,994 124,994 - (776,691) (776,691) (168,169) 608,522 776,691 776,691 809,476 32,785 Fund balance - End of year $ - $ - $ 641,307 $ 641,307 -142- DESCHUTES COUNTY, OREGON PUBLIC SAFETY RESERVE Schedule of Revenues and Expenditures -Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 Variance with Original Final Budget Budget Final Budget Actual Over (Under) REVENUES Local Interest and rents $ - $ - $ 407 $ 407 Total revenues - - 407 407 EXPENDITURES Materials and services - _ - Total expenditures - - - - Excess (deficiency) of revenues over expenditures - - 407 407 Other financing sources (uses) Appropriation transfer - 2,966 - (2,966) Transfers out to other funds (90,000) (92,966) (92,966) - Total other financing sources (uses) (90,000) 90,000 (92,966) (2,966) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses (90,000) (90,000) (92,559) (2,559) Fund balance - Beginning of year 90,000 90,000 92,559 2,559 Fund balance - End of year $ - $ - $ - $ - -143- DESCHUTES COUNTY, OREGON COMMUNITY JUSTICE - JUVENILE Schedule of Revenues and Expenditures -Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Fines, forfeitures, and penalties Interest and rents Charges for services Intergovernmental State Federal Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Original Budget Final Budget $ 500 $ 500 $ 11,355 11,355 321,390 321,390 Actual Variance with Final Budget Over (Under) 1,914 $ 1,414 16,693 5,338 476,456 155,066 300,439 300,439 311,900 11,461 92,659 160,202 164,865 4,663 726,343 793,886 971,828 177,942 4,036,927 4,233,191 4,197,030 (36,161) 1,255,777 1,455,970 1,510,610 54,640 100 2,450 2,345 (105) 5,292,804 5,691,611 5,709,985 18,374 Total expenditures 5,378,681 5,691,611 5,709,985 18,374 Excess (deficiency) of revenues over expenditures (4,652,338) 4,897,725 (4,738,157) 159,568 Other financing sources (uses) Appropriation transfer - 222,404 - (222,404) Transfers in from other funds 4,792,338 4,815,321 4,815,321 - Total other financing sources (uses) 4,792,338 5,037,725 4,815,321 (222,404) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses 140,000 140,000 77,164 (62,836) Fund balance - Beginning of year 10,000 10,000 121,858 111,858 Fund balance - End of year $ 150,000 $ 150,000 $ 199,022 $ 49,022 -144- DESCHUTES COUNTY, OREGON SHERIFF'S ASSET FORFEITURE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Fines, forfeitures, and penalties Interest and rents Total revenues EXPENDITURES Materials and services Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers out to other funds Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Original Budget Final Budget Variance with Final Budget Actual Over (Under) $ 10,951 $ 10,951 _ 1,658 1,658 12,609 12,609 6,116 6,116 1,605 4,511 6,116 6,116 1,605 (4,511) 41,662 41,662 - (41,662) 47,778 47,778 1,605 (46,173) (47,778) (47,778) 11,004 58,782 (60,000) (60,000) (56,992) 3,008 (107,778) (107,778) (45,988) 61,790 107,778 107,778 127,031 19,253 Fund balance - End of year $ $ $ 81,043 $ 81,043 -145- DESCHUTES COUNTY, OREGON COLES ASSET FORFEITURE Schedule of Revenues and Expenditures -Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Fines, forfeitures, and penalties Interest and rents Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund (10,000) 10,000 (10,000) 10,000 121,238 16,624 131,238 6,624 (137,882) (137,862) Fund balance - End of year -146- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 16,000 $ 16,000 $ 47,639 $ 31,639 2,000 2,000 1,211 (789) 18,000 18,000 48,850 30,850 8,245 11,245 13,515 2,270 3,000 7,500 4,500 (3,000) 11,245 18,745 18,015 (730) 116,249 108,749 - (108,749) 127,494 127,494 18,015 (109,479) (109,494) (109,494) 30,835 140,329 100,494 100,494 90,403 (10,091) (1,000) (1,000) - 1,000 99,494 99,494 90,403 (9,091) (10,000) 10,000 (10,000) 10,000 121,238 16,624 131,238 6,624 (137,882) (137,862) Fund balance - End of year -146- DESCHUTES COUNTY, OREGON CENTRAL OREGON DRUG ENFORCEMENT Schedule of Revenues and Expenditures -Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Fines, forfeitures, and penalties Interest and rents Charges for services Intergovernmental Local State Federal Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Residual equity transfer to agency fund Original Budget Final Budget Variance with Final Budget Actual Over (Under) 500 $ 500 $ 131 (369) 700 700 620 (80) 20,281 20,281 37,419 17,138 117,649 117,649 84,469 (33,180) 5,500 5,500 - (5,500) 301,919 301,919 400,982 99,063 446,549 446,549 523,621 77,072 150,200 153,200 152,817 (383) 293,507 293,507 231,835 (61,672) 1,800 4,500 2,700 (1,800) 445,507 451,207 387,352 (63,855) 63,659 57,959 509,166 509,166 (57,959) 387,352 (121,814) (62,617) (62,617) 136,269 198,886 1,000 1,000 - (1,000) (40,494) (40,494) (40,494)- (39,494) (39,494) _ (40,494) (1,000) (102,111) (102,111) 95,775 197,886 102,111 102,111 56,628 (45,483) (152,403) (152,403) Fund balance - End of year -147- DESCHUTES COUNTY, OREGON COURT FACILITIES Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Fines, forfeitures, and penalties Interest and rents Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget $ 76,900 $ 76,900 $ Variance with Final Budget Actual Over (Under) 80,598 $ 3,698 513 (487) 81,111 3,211 92,673 99,673 97,739 (1,934) 92,673 99,673 97,739 (1,934) 36,978 29,978 - (29,978) 129,651 129,651 97,739 (31,912) (51,751) (51,751) (16,628) 35,123 51,751 51,751 52,291 540 $ - $ - $ 35,663 $ 35,663 -148- DESCHUTES COUNTY, OREGON DESCHUTES COUNTY COMMUNICATION SYSTEM Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Total revenues EXPENDITURES Materials and services Capital outlay Total Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year (1,909,980) (1,909,980) (1,730,334) 179,646 (99,020) (99,020) (99,020) - (99,020) (99,020) (99,020) (2,009,000) (2,009,000) (1,829,354) 179,646 2,009,000 2,009,000 2,010,115 1,115 Fund balance - End of year $ - $ - $ 180,761 $ 180,761 -149- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ - $ - $ 9,911 $ 9,911 510,716 510,716 640,306 129,590 510,716 510,716 650,217 139,501 133,383 180,383 180,977 594 2,287,313 2,240,313 2,199,574 (40,739) 2,420,696 2,420,696 2,380,551 (40,145) (1,909,980) (1,909,980) (1,730,334) 179,646 (99,020) (99,020) (99,020) - (99,020) (99,020) (99,020) (2,009,000) (2,009,000) (1,829,354) 179,646 2,009,000 2,009,000 2,010,115 1,115 Fund balance - End of year $ - $ - $ 180,761 $ 180,761 -149- DESCHUTES COUNTY, OREGON SHERIFF'S CAPITAL RESERVE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 6,113 $ 6,113 $ 4,632 $ (1,481) 6,113 6,113 4,632 1,481 495,717 495,717 - 495,717 495,717 495,717 - _ (495,717) (489,604) (489,604) 4,632 494,236 150,000 150,000 150,000 - 150,000 150,000 150,000 (339,604) (339,604) 154,632 494,236 339,604 339,604 341,934 2,330 Fund balance - End of year $ - $ - $ 496,566 $ 496,566 -150- DESCHUTES COUNTY, OREGON HEALTH DEPARTMENT Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Other Intergovernmental Local State Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Appropriation transfers Transfers in from other funds Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Original Budget Final Budget $ 13,000 $ 13,000 $ 302,005 302,005 9,300 9,300 Actual Variance with Final Budget Over (Under) 9,003 $ (3,997) 380,920 78,915 28,410 19,110 8,600 8,600 8,582 (18) 1,814,324 1,890,091 2,104,919 214,828 2,147,229 2,222,996 2,531,834 308,838 2,903,032 2,992,036 2,980,059 (11,977) 1,005,769 1,057,225 1,059,771 2,546 48,748 154,338 116,735 (37,603) 3,957,549 4,203,599 4,156,565 (47,034) 123,492 53,209 - (53,209) 4,081,041 4,256,808 4,156,565 (100,243) (1,933,812) (2,033,812) (1,624,731) 409,081 - 100,000 - (100,000) 1,843,812 1,843,812 1,943,812 100,000 (150,000) (150,000) (150,000) - 1,693,812 1,793,812 1,793,812 - (240,000) (240,000) 540,000 540,000 169,081 409,081 674,276 134,276 Fund balance - End of year $ 300,000 $ 300,000 $ 843,357 $ 543,357 -151- DESCHUTES COUNTY, OREGON HEALTHY START - PRENATAL Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Other Intergovernmental State Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget Variance with Final Budget Actual Over (Under) $ 350 $ 350 $ 1,486 $ 1,136 249,538 249,538 243,185 (6,353) - - 50 50 69,239 69,239 132,621 63,382 319,127 319,127 377,342 58,215 55,807 70,532 61,854 (8,678) 323,612 323,612 306,697 (16,915) 100 100 - 100 379,519 394,244 368,551 (25,693) 24,927 10,202 - _ (10,202) 404,446 404,446 368,551 (35,895) (85,319) (85,319) 8,791 94,110 57,319 57,319 57,319 - 57,319 57,319 57,319 - (28,000) (28,000) 66,110 94,110 28,000 28,000 98,011 70,011 164,121 $ 164,121 -152- DESCHUTES COUNTY, OREGON ABHA ACCOUNTABLE BEHAVIORAL HEALTH ALLIANCE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Intergovernmental State Total revenues EXPENDITURES Materials and services Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year 2,133,230 2,133,230 2,049,327 (83,903) (80,000) (80,000) 146,081 226,081 (221,821) (221,821) (221,821) - (221,821) (221,821) (221,821) - (301,821) (301,821) (75,740) 226,081 301,821 301,821 512,249 210,428 Fund balance - End of year $ $ - $ 436,509 $ 436,509 -153- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 5,000 $ 5,000 $ 4,308 $ (692) 2,048,230 2,048,230 2,191,100 142,870 2,053,230 2,053,230 2,195,408 142,178 2,049,327 2,049,327 2,049,327 - 2,049,327 2,049,327 2,049,327 - 83,903 83,903 - (83,903) 2,133,230 2,133,230 2,049,327 (83,903) (80,000) (80,000) 146,081 226,081 (221,821) (221,821) (221,821) - (221,821) (221,821) (221,821) - (301,821) (301,821) (75,740) 226,081 301,821 301,821 512,249 210,428 Fund balance - End of year $ $ - $ 436,509 $ 436,509 -153- DESCHUTES COUNTY, OREGON OHP - CHEMICAL DEPENDENCY Schedule of Revenues and Expenditures -Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Intergovernmental State Total revenues EXPENDITURES Materials and services Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 500 $ 500 $ 596 $ 96 192,286 192,286 274,490 82,204 192,786 192,786 275,086 82,300 197,232 197,232 179,544 (17,688) 197,232 197,232 179,544 (17,688) 2,554 2,554 - (2,554) 199,786 199,786 179,544 (20,242) (7,000) (7,000) 95,542 102,542 7,000 7,000 4,235 (2,765) Fund balance - End of year $ _ - $ , ^ $ 99,777 $ 99,777 -154- DESCHUTES COUNTY, OREGON PUBLIC LAND CORNER PRESERVATION Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Licenses and permits Interest and rents Charges for services Total revenues EXPENDITURES Personnel services Materials and services Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year -155- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 100 $ 100 $ - $ (100) 4,000 4,000 7,981 3,981 504,200 504,200 721,181 216,981 508,300 508,300 729,162 220,862 425,367 425,367 382,112 (43,255) 233,697 233,697 192,812 (40,885) 659,064 659,064 574,924 (84,140) 249,236 249,236 - (249,236) 908,300 908,300 574,924 (333,376) (400,000) (400,000) 154,238 554,238 400,000 400,000 559,892 159,892 $ - $ - $ 714,130 $ 714,130 -155- DESCHUTES COUNTY, OREGON CODE ABATEMENT Schedule of Revenues and Expenditures -Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Materials and services Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Original Budget Final Budget $ 560 $ 560 $ 560 560 29,068 29,068 29,068 29,068 Variance with Final Budget Actual Over (Under) 345 $ (215) 345 (215) 375 (28,693) 375 (28,693) (28,508) (28,508) (30) 28,478 28,508 28,508 28,516 0 Fund balance - End of year $ - $ - $ 28,486 $ 28,486 -156- DESCHUTES COUNTY, OREGON COMMUNITY DEVELOPMENT Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Fines, forfeitures, and penalties Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Original Budget Final Budget $ 5,475 $ 15,700 4,745,620 5,475 $ 15,700 4,745,620 84,500 Actual Variance with Final Budget Over (Under) 4,601 $ (874) 23,331 7,631 5,261,569 515,949 8,500 (76,000) 594,682 594,682 828,173 233,491 22,000 22,000 22,000 - 362,945 278,445 228,706 (49,739) 5,746,422 5,746,422 6,376,880 630,458 4,064,651 4,076,004 4,056,508 (19,496) 1,188,851 1,188,851 1,111,555 (77,296) 66,600 66,600 22,965 (43,635) 5,320,102 5,331,455 5,191,028 (140,427) 427,625 416,272 (416,272) 5,747,727 5,747,727 5,191,028 (556,699) (1,305) (1,305) 1,185,852 1,187,157 100 100 - (100) (200,000) (200,000) (200,000) (199,900) (199,900) (200,000) (100) (201,205) (201,205) 985,852 1,187,057 201,205 201,205 146,876 (54,329) Fund balance - End of year - 5 - $ 1,132,728 $ 1,132,728 -157- DESCHUTES COUNTY, OREGON CDD-TDC Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Proceeds of sale of assets Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget $ 2,500 $ 2,500 $ 2,500 2,500 Variance with Final Budget Actual Over (Under) 384 $ (2,116) 384 (2,116) 11,041 11,041 3,756 (7,285) 115,000 134,730 28,200 (106,530) 126,041 145,771 31,956 (113,815) 4,982 4,982 - (4,982) 131,023 150,753 31,956 (118.797) (128,523) (148,253) (31,572) 116,681 - 126,400 126,400 - 100,000 - - - 100,000 126,400 126,400 (28,523) (21,853) 94,828 116,681 28,523 21,853 21,874 21 $ - $ - - $ 116,702 $ 116,702 -158- DESCHUTES COUNTY, OREGON COMMUNITY DEVELOPMENT RESERVE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year 4,736 4,736 18,496 Variance with Original 1,517,226 1,517,627 Final Budget Budget Final Budget Actual Over (Under) $ 29,836 $ 29,836 $ 18,496 $ (11,340) 29,836 29,836 18,496 (11,340) 25,000 25,000 - (25,000) 25,000 25,000 - (25,000) 4,836 4,836 18,496 13,660 (100) 100 - 100 (100) (100) - 100 4,736 4,736 18,496 13,760 1,517,226 1,517,226 1,517,627 401 $ 1,521,962 $ 1,521,962 $ 1,536,123 $ 14,161 -159- DESCHUTES COUNTY, OREGON CDD BUILDING RESERVE PROGRAM Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) 500 $ 500 $ 2,080 $ 1,580 500 500 2,080 1,580 -160- 100 100 100 100 200 200 31,558 31,558 31,758 31,758 (100) 100 (200) (31,558) (31.758) (31,258) (31,258) 2,080 33,338 100 100 - (100) (100) (100) - 100 (31,258) (31,258) 2,080 33,338 31,258 31,258 188,361 157,103 - $ 190,441 $ 190,441 DESCHUTES COUNTY, OREGON CDD ELECTRICAL PROGRAM RESERVE Schedule of Revenues and Expenditures -Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 Variance with Original Final Budget Budget Final Budget Actual Over (Under) REVENUES Local Interest and rents Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Transfers to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year $ 100 $ 100 $ 336 $ 236 100 100 336 236 100 100 - (100) 100 100 - (100) 200 200 - (200) 4,900 4,900 - (4,900) 5,100 5,100 - (5,100) (5,000) (5,000) 336 5,336 100 100 - (100) (100) 100 - 100 -161- (5,000) (5,000) 336 5,336 5,000 5,000 30,731 25,731 31,067 $ 31,067 DESCHUTES COUNTY, OREGON GIS DEDICATED FUND Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Intergovernmental State Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget Actual Variance with Final Budget Over (Under) $ 9,500 $ 9,500 $ 10,495 $ 995 276,000 276,000 497,907 221,907 75,377 75,377 96,058 20,681 360,877 360,877 604,460 243,583 172,853 172,853 151,337 151,337 21,500 37,500 345,690 361,690 336,250 320,250 165,900 (6,953) 124,177 (27,160) 30,173 (7,327) 320,250 (41,440) (320,250) 681,940 681,940 320,250 (361,690) (321,063) (321,063) 284,210 605,273 62,820 62,820 _ (62,820) (381,85 (381,857) (141,857) 240,000 (319,037) (319,037) (141,857) 177,180 (640,100) (640,100) 142,353 782,453 700,100 700,100 794,470 94,370 60,000 $ 60,000 $ 936,823 $ 876,823 -162- DESCHUTES COUNTY, OREGON WEED ABATEMENT Schedule of Revenues and Expenditures - Actual and Budget For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Other Intergovernmental Local State Federal Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year (40,416) (40,416) 57,020 97,436 40,416 40,416 19,937 (20,479) 76,957 $ 76,957 s"- ]I Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 2,000 $ 2,000 $ 567 $ (1,433) 40,000 40,000 31,939 (8,061) - - 1,998 1,998 - - 25,000 25,000 10,000 10,000 23,766 13,766 80,000 80,000 80,000 - 132,000 132,000 163,270 31,270 62,038 67,420 67,909 489 109,344 109,344 58,341 (51,003) 171,382 176,764 126,250 (50,514) 21,034 15,652 - 15,652 192,416 192,416 126,250 (66,166) (60,416) (60,416) 37,020 97,436 20,000 20,000 20,000 - 20,000 20,000 20,000 - (40,416) (40,416) 57,020 97,436 40,416 40,416 19,937 (20,479) 76,957 $ 76,957 s"- ]I DESCHUTES COUNTY, OREGON FEDERAL FOREST TITLE III Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Intergovernmental Federal Total revenues EXPENDITURES Materials and services Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year -164- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 5,000 $ 5,000 $ 3,311 $ (1,689) 344,800 344,800 344,484 (316) 349,800 349,800 347,795 (2,005) 549,800 549,800 337,124 (212,676) 549,800 549,800 337,124 (212,676) (200,000) (200,000) 10,671 210,671 200,000 200,000 177,630 (22,370) $ - $ - $ 188,301 $ 188,301 -164- DESCHUTES COUNTY, OREGON ROAD BUILDING & EQUIPMENT Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Original Budget Final Budget Variance with Final Budget Actual Over (Under) $ 10,000 $ 10,000 $ 11,140 $ 1,140 10,000 10,000 11,140 1,140 14,423 14,423 14,423 - 726,700 726,700 460,359 (266,341) 741,123 741,123 474,782 (266,341) 376,651 376,651 - (376,651) 1,117,774 1,117,774 a 474,782 642,992 (1,107,774) (1,107,774) 463,642 644,132 805,000 805,000 805,000 - 805,000 805,000 805,000 - (302,774) (302,774) 341,358 644,132 302,774 302,774 483,387 180,613 Fund balance - End of year $ _ $ - $ 824,745 $ 824,745 -165- DESCHUTES COUNTY, OREGON ROAD IMPROVEMENT RESERVE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Total revenues EXPENDITURES Materials and services Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 17,000 $ 17,000 $ 10,482 $ (6,518) - - 4,860 4,860 17,000 17,000 15,342 (1,658) 872,229 872,229 - i (872,229) 872,229 872,229 - (872,229) (855,229) (855,229) 15,342 870,571 855,229 855,229 855,611 382 -166- 870,953 $ 870,953 DESCHUTES COUNTY, OREGON VEHICLE MAINTENANCE AND RESERVE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Proceeds of sale of assets Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year 665,349 665,349 (665,349) 1,081,349 1,081,349 261,378 (819,971) (786,449) (786,449) 26,140 812,589 1,800 1,800 1,800 1,800 (786,449) (786,449) 27,940 814,389 786,449 786,449 770,370 (16,079) $ - $ - - $ 798,310 $ 798,310 -167- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 18,000 $ 18,000 $ 10,618 $ (7,382) 276,900 276,900 276,900 - 294,900 294,900 287,518 (7,382) 66,000 66,000 67,762 1,762 350,000 350,000 193,616 (156,384) 416,000 416,000 261,378 (154,622) 665,349 665,349 (665,349) 1,081,349 1,081,349 261,378 (819,971) (786,449) (786,449) 26,140 812,589 1,800 1,800 1,800 1,800 (786,449) (786,449) 27,940 814,389 786,449 786,449 770,370 (16,079) $ - $ - - $ 798,310 $ 798,310 -167- DESCHUTES COUNTY, OREGON DOG CONTROL Schedule of Revenues and Expenditures -Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Licenses and permits Fines, forfeitures, and penalties Interest and rents Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year (111,114) (111,114) (86,698) 24,416 81,114 81,114 81,114 - 81,114 81,114 81,114 - (30,000) (30,000) (5,584) 24,416 55,000 55,000 47,736 (7,264) $ 25,000 $ 25,000 $ 42,152 $ 17,152 -168- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 143,896 $ 143,896 133,991 $ (9,905) 2,300 2,300 2,743 443 1,600 1,600 836 (764) 147,796 147,796 137,570 (10,226) 37,515 39,515 39,195 (320) 191,017 219,017 185,073 (33,944) 100 100 - (100) 228,632 258,632 224,268 (34,364) 30,278 278 - (278) 258,910 258,910 224,268 (34,642) (111,114) (111,114) (86,698) 24,416 81,114 81,114 81,114 - 81,114 81,114 81,114 - (30,000) (30,000) (5,584) 24,416 55,000 55,000 47,736 (7,264) $ 25,000 $ 25,000 $ 42,152 $ 17,152 -168- DESCHUTES COUNTY, OREGON ADULT PAROLE & PROBATION Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Fines, forfeitures, and penalties Interest and rents Charges for services Intergovernmental State Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Appropriation transfer Transfers in from other funds Proceeds of sale of assets Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Original Budget Final Budget $398,720 $398,720 12,700 12,700 12,575 12,575 Variance with Final Budget Actual Over (Under) $348,511 -$50,209 8,113 (4,587) 23,490 10,915 1,583,293 1,583,293 1,920,298 337,005 2,007,288 2,007,288 2,300,412 293,124 1,653,964 1,676,264 492,959 492,959 100 100 2,147,023 2,169,323 156,598 156,598 1,674,606 (1,658) 451,967 (40,992) - (100) 2,126,573 (42,750) (156,598) 2,303,621 2,325,921 2,126,573 (199,348) (296,333) (318,633) 173,839 492,472 - 22,300 - (22,300) 172,223 172,223 188,223 16,000 1,000 1,000 - (1,000) 173,223 195,523 188,223 (7,300) (123,110) (123,110) 362,062 485,172 123,110 123,110 61,840 (61,270) Fund balance - End of year $ ; $ - - $ 423,902 $ 423,902 -169- DESCHUTES COUNTY, OREGON DESCHUTES COUNTY 911 SERVICE DISTRICT Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes -property Interest and rents Charges for services Loan proceeds Intergovernmental Local State Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget $ 2,510,000 $ 2,510,000 5 15,700 15,700 32,000 32,000 Variance with Final Budget Actual Over (Under) 2,702,019 $ 192,019 15,373 (327) 28,603 (3,397) 50,000 50,000 33,204 (16,796) 442,700 442,700 606,157 163,457 3,050,400 3,050,400 3,385,356 334,956 1,976,143 2,083,950 1,987,760 (96,190) 437,501 437,501 457,002 19,501 580,606 651,053 201,702 (449,351) 2,994,250 3,172,504 2,646,464 (526,040) 539,150 360,896 - (360,896) 3,533,400 3,533,400 2,646,464 (886,936) (483,000) (483,000) 738,892 1,221,892 (65,000) (65,000) (65,000) - (65,000) (65,000) (65,000) (548,000) (548,000) 673,892 1,221,892 548,000 548,000 578,231 30,231 $ - $ - $ 1,252,123 $ 1,252,123 -170- DESCHUTES COUNTY, OREGON 911 CSD - EQUIPMENT RESERVE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ - $ - $ 1,240 $ 1,240 - - 1,240 1,240 _ 1,240 1,240 65,000 65,000 65,000 65,000 65,000 65,000 65,000 65,000 66,240 1,240 83,000 83,000 82,865 (135) Fund balance - End of year $ 148,000 $ 148,000 $ 149,105 $ 1,105 -171- DESCHUTES COUNTY, OREGON EXTENSION / 4-H Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes -property Interest and rents Charges for services Intergovernmental State Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget Variance with Final Budget Actual Over (Under) $ 230,445 $ 230,445 $ 243,518 $ 13,073 2,550 2,550 2,391 (159) 100 100 797 697 10,000 10,000 10,000 - 243,095 243,095 256,706 13,611 164,140 167,150 166,556 (594 ) 90,105 98,130 81,961 (16,169) 7,500 6,200 6,200 261,745 271,480 248,517 (22,963) 27,840 18,115 18,115 289,585 289,595 248,517 (41,078) (46,490) (46,500) 8,189 54,689 95,000 95,000 98,310 3,310 $ 48,510 $ 48,500 $ 106,499 $ 57,999 -172- DESCHUTES COUNTY, OREGON BLACK BUTTE RANCH COUNTY SERVICE DISTRICT Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes -property Interest and rents Charges for services Contributions Other Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Original Budget Final Budget Variance with Final Budget Actual Over (Under) $ 438,000 $ 438,000 433,853 $ (4,147) 4,000 4,000 4,280 280 13,200 13,200 13,200 - - 1,190 1,190 2,000 2,000 8,218 6,218 457,200 457,200 460,741 3,541 410,150 410,150 386,033 (24,117) 95,800 95,800 91,296 (4,504) 27,000 27,000 22,751 {4,249) 532,950 532,950 500,080 (32,870) 25,000 25,000 - (25,000) 557,950 557,950 500,080 (57,870) - 100,750) (100,750) (39,339) 61,411 240,750 240,750 293,928 53,178 Fund balance - End of year $ 140,000 $ 140,000 $ 254,589 $ 114,589 -173- DESCHUTES COUNTY, OREGON SUNRIVER SERVICE DISTRICT - GENERAL FUND Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes -property Fines, forfeitures, and penalties Interest and rents Charges for services Other Total revenues EXPENDITURES Personnel services Materials and services Debt service Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers out to other funds Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget Variance with Final Budget Actual Over (Under) $ 2,462,376 $ 2,462,376 $ 2,598,974 $ 136,598 12,000 12,000 10,505 (1,495) 194,054 194,054 207,104 13,050 1,150 1,150 10,378 9,228 2,669,580 2,669,580 2,826,961 157,381 1,699,779 1,840,779 1,832,762 (8,017) 593,799 613,799 561,528 (52,271) 14,840 14,840 1,132 (13,708) 100 200 175 (25) 2,308,518 2,469,618 2,395,597 (74,021) 494,660 333,560 2,803,178 2,803,178 (133,598) (133,598) (333,560) 2,395,597 (407,581) 431,364 (154,500) (154,500) (154,500) 564,962 (288,098) (288,098) 276,864 564,962 288,098 288,098 343,815 55,717 $ - $ - $ 620,679 $ 620,679 -174- DESCHUTES COUNTY, OREGON SUNRIVER SERVICE DISTRICT RESERVE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Donations Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 1,500 $ 1,500 $ 3,584 $ 2,084 - - 200,000 200,000 1,500 1,500 203,584 202,084 100 100 120 20 105,500 105,500 102,358 (3,142) 105,600 105,600 102,478 (3,122) 164,185 164,185 - (164,185) 269,785 269,785 102,478 (167,307) (268,285) (268,285) 101,106 154,500 154,500 154,500 369,391 (113,785) (113,785) 255,606 369,391 113,785 113,785 102,653 (11,132) $ _ _ - $ - $ 358,259 $ 358,259 -175- DESCHUTES COUNTY, OREGON 1996 SERIES LTD TAX IMPROVEMENT Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year -176- (127,328) (127,328) (84,805) 42,523 (127,328) (127,328) (84,805) 42,523 (305,091) (305,091) (283,415) 21,676 305,091 305,091 283,415 (21,676) Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 13,000 $ 13,000 $ 2,726 $ (10,274) 25,000 25,000 9,045 (15,955) 38,000 38,000 11,771 (26,229) 215,763 215,763 210,381 (5,382) 215,763 215,763 210,381 (5,382) (177,763) (177,763) (198,610) (20,847) -176- (127,328) (127,328) (84,805) 42,523 (127,328) (127,328) (84,805) 42,523 (305,091) (305,091) (283,415) 21,676 305,091 305,091 283,415 (21,676) DESCHUTES COUNTY, OREGON 2000 SERIES LTD TAX IMPROVEMENT Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 38,500 $ 38,500 $ 27,422 $ (11,078) 100,000 100,000 104,707 4,707 138,500 138,500 132,129 (6,371) 778,100 796,700 796,700 - 778,100 796,700 796,700 - (639,600) (658,200) (664,571) (6,371) 640,000 640,000 673,575 33,575 Fund balance - End of year $ 400 $ (18,200) $ 9,004 $ 27,204 -177- DESCHUTES COUNTY, OREGON LID 2003 Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ - $ - $ 29,339 $ 29,339 454,871 454,871 484,210 484,210 300,000 672,616 672,614 (2) 300,000 672,616 672,614 (2) (300,000) (672,616) (188,404) 484,212 300,000 300,000 243,618 (56,382) $ - $ (372,616) $ 55,214 $ 427,830 -178- DESCHUTES COUNTY, OREGON CDD BUILDING 1996 COPs Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget Variance with Final Budget Actual Over (Under) $ 5,000 $ 5,000 $ 2,491 $ (2,509) 5,000 5,000 2,491 (2,509) 210,025 210,025 210,025 210,025 210,025 210,025 - (205,025) (205,025} (207,534) (2,509) 200,000 200,000 200,000 200,000 200,000 200,000 - (5,025) (5,025) (7,534) (2,509) 214,000 214,000 214,033 33 $ 208,975 $ 208,975 $ 206,499 $ (2,476) -179- DESCHUTES COUNTY, OREGON FULL FAITH AND CREDIT, 2003 Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 151,500 $ 151,500 $ 187,146 $ 35,646 151,500 151,500 187,146 35,646 Fund balance - End of year $ - 180 - 1,733,513 1,733,513 1,356,915 (376,598) 1,733,513 1,733,513 1,356,915 (376,598) (1,582,013) (1,582,013) (1,169,769) 412,244 1,584,089 1,584,089 1,249,866 (334,223) 1,584,089 1,584,089 1,249,866 (334,223) 2,076 2,076 80,097 78,021 - - 214 214 2,076 $ 2,076 $ 80,311 $ 78,235 DESCHUTES COUNTY, OREGON HHS / BJCC 1998 COPs Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 10,000 $ 10,000 $ 2,444 $ (7,556) 10,000 10,000 2,444 (7,556) 651,148 651,148 651,148 651,148 651,148 651,148 (641,148) (641,148) (648,704) (7,556) 668,601 668,601 668,601 - 668,601 668,601 668,601 - 27,453 27,453 19,897 (7,556) 620,000 620,000 617,643 (2,357 Fund balance - End of year $ 647,453 $ 647,453 $ 637,540 $ (9,913} - 181 - DESCHUTES COUNTY, OREGON GOVERNMENT CENTER COPS Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 1,000 $ 1,000 $ 429 $ (571) 1,000 1,000 429 (571) 135,548 135,548 135,548 135,548 135,548 135,548 - (134,548) (134,548) (135,119) (571) 139,738 139,738 139,738 139,738 139,738 139,738 - 5,190 5,190 4,619 (571) 131,000 131,000 131,604 604 Fund balance - End of year $ 136,190 $ 136,190 $ 136,223 $ 33 <siRYM DESCHUTES COUNTY, OREGON PUBLIC SAFETY 1992/1993/1996/1998/2002 GEN'L OBLIGATIONS BOND DEBT SERVICE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes -Property Interest and rents Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year (120,000) (120,000) (37,038) 82,962 320,000 320,000 346,507 26,507 Fund balance - End of year $ 200,000 $ 200,000 $ 309,469 $ 109,469 -183- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 1,863,310 $ 1,863,310 $ 1,943,523 $ 80,213 7,800 7,800 10,547 2,747 1,871,110 1,871,110 1,954,070 82,960 1,991,110 1,991,110 1,991,108 (2) 1,991,110 1,991,110 .- 1,991,108 (2) (120,000) (120,000) (37,038) 82,962 320,000 320,000 346,507 26,507 Fund balance - End of year $ 200,000 $ 200,000 $ 309,469 $ 109,469 -183- DESCHUTES COUNTY, OREGON REDMOND BUILDING 1994 COPS Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 Original Budget Final Budget _ REVENUES Local Interest and rents $ 800 $ 800 $ Total revenues 800 800 EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Variance with Final Budget Actual Over (Under) 414 $ (386) 414 (386) 43,120 43,120 43,120 - 43,120 43,120 43,120 (42,320) (42,320) (42,706) (386) 42,320 42,320 42,320 - 42,320 42,320 42,320 - - (386) (386) 65,000 65,000 65,456 456 $ 65,000 $ 65,000 $ 65,070 $ 70 -184- DESCHUTES COUNTY, OREGON PERS, SERIES 2002 DEBT SERVICE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget Variance with Final Budget Actual Over (Under) 211 $ 211 211 211 308,369 308,369 308,368 (1) 308,369 308,369 308,368 (1) (308,369) (308,369) (308,157) 212 308,369 308,369 308,369 - 308,369 308,369 308,369 - - - 212 212 - 135 135 $ - $ - $ 347 $ 347 - 185 - DESCHUTES COUNTY, OREGON WELCOME CENTER 1988/1998 COPS Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget Variance with Final Budget Actual Over (Under) $ 1,000 $ 1,000 $ 598 $ (402) 1,000 1,000 598 (402) 154,582 154,582 154,582 154,582 154,582 154,582 - (153,582) (153,582) (153,984) (402) 154,000 154,000 154,000 - 154,000 154,000 154,000 418 418 16 (402) 152,294 152,294 152,460 166 _ $ 152,712 $ 152,712 $ 152,476 $ (236) DESCHUTES COUNTY, OREGON BEND LIBRARY CSD DEBT SERVICE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes -Property Interest and rents Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Proceeds from refunding bonds Payment to refund bond escrow agent Debt issuance/defeasance costs Net change in fund balance Fund balance - Beginning of year Variance with Original (17,000} 74,625 Final Budget Budget Final Budget Actual Over (Under) $ 681,157 $ 681,157 $ 708,775 $ 27,618 3,200 3,200 4,964 1,764 684,357 684,357 713,739 29,382 701,357 701,357 639,114 (62,243) 701,357 701,357 639,114 (62,243) (17,000) (17,000) 74,625 91,625 - 5,750,000 5,750,000 (5,315,000) (5,315,000) (435,000) (435,000) (17,000) (17,000} 74,625 91,625 77,000 77,000 91,550 14,550 Fund balance - End of year $ 60,000 $ 60,000 $ 166,175 $ 106,175 -187- DESCHUTES COUNTY, OREGON REDMOND LIBRARY CSD DEBT SERVICE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes -Property Interest and rents Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget Variance with Final Budget Actual Over (Under) $ 180,151 $ 180,151 $ 187,304 $ 7,153 850 850 1,367 517 181,001 181,001 188,671 7,670 185,001 185,001 185,000 (1) 185,001 185,001 185,000 (1) (4,000) (4,000) 3,671 7,671 6,000 6,000 10,137 4,137 $—.-.-2,.000 $ 2,000 $ 13,808 $ 11,808 -188- DESCHUTES COUNTY, OREGON SUNRIVER LIBRARY CSD DEBT SERVICE Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes -Property Interest and rents Total revenues EXPENDITURES Debt service Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year -189- Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 89,263 $ 89,263 $ 92,756 $ 3,493 450 450 415 (35) 89,713 89,713 93,171 3,458 92,513 92,513 92,512 (1) 92,513 92,513 92,512 (1) (2,800) (2,800) 659 3,459 9,800 9,800 10,976 1,176 $_ _Y 7,000 $ 7,000 $ 11,635 $ 4,635 -189- DESCHUTES COUNTY, OREGON PROJECT DEVELOPMENT FUND Schedule of Budgeted and Actual Transactions Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Other Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Appropriation transfer from general fund Transfers in from other funds Transfers out to other funds Proceeds of sale of assets Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year 107,217 193,697 100 Variance with Original 715,579 300,000 Final Budget Budget Final Budget Actual Over (Under) 283,843 283,843 1,485,671 1,201,828 $ 360,000 $ 360,000 $ 422,136 $ 62,136 300,000 300,000 409,747 109,747 660,000 660,000 831,883 171,883 107,217 193,697 100 521,882 107,317 715,579 1,526,582 1,118,320 1,633,899 1,833,899 (973,899) (1,173,899) 193,328 (369) 403,566 (118,316) 596,894 (118,685) (1,118,320) 596,894 (1,237,005) 234,989 1,408,888 - 200,000 - (200,000) 300,000 300,000 300,000 - (1,135,944) (1,135,944) (1,052,101) 83,843 283,843 283,843 1,485,671 1,201,828 _ (552,101) (352,101) 733,570 1,085,671 (1,526,000) (1,526,000) 968,559 2,494,559 5,026,000 5,026,000 4,788,091 (237,909) $ 3,500,000 $ 3,500,000 $ 5,756,650 $ 2,256,650 -190- DESCHUTES COUNTY, OREGON NEW NEIGHBORHOOD Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Intergovernmental Local Federal Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Transfers out to other funds Issuance of debt Proceeds of sale of assets Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year 1,166,092 (1,480,380) (203,823) 1,276,557 83,843 83,843 - (83,843) (54,791) (181,191) (181,191) - - 400,000 - (400,000) 88,000 126,400 126,400 - 117,052 429,052 (54,791) (483,843) (1,049,040) (1,051,328) (258,614) 1,174,040 1,176,328 1,176,818 $ 125,000 $ 125,000 $ 918,204 $ -191 - 792,714 793,204 Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 27,900 $ 17,645 $ 14,375 8 (3,270) - - 1,560 1,560 - 30,000 30,000 - 535,680 433,700 165,006 (268,694) 563,580 481,345 210,941 (270,404) 296,140 1,674,510 414,764 (1,259,746) 1,250,000 250,000 - (250,000) 1,546,140 1,924,510 414,764 (1,509,746) 183,532 37,215 - (37,215) 1,729,672 1,961,725 414,764 (1,546,961) 1,166,092 (1,480,380) (203,823) 1,276,557 83,843 83,843 - (83,843) (54,791) (181,191) (181,191) - - 400,000 - (400,000) 88,000 126,400 126,400 - 117,052 429,052 (54,791) (483,843) (1,049,040) (1,051,328) (258,614) 1,174,040 1,176,328 1,176,818 $ 125,000 $ 125,000 $ 918,204 $ -191 - 792,714 793,204 DESCHUTES COUNTY, OREGON LOCAL IMPROVEMENT DISTRICT Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Charges for services Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Original Budget Final Budget $ 10,000 $ 10,000 $ 2,400 2,400 _ 12,400 12,400 Variance with Final Budget Actual Over (Under) 14,088 $ 4,088 148,609 146,209 162,697 150,297 110,000 110,000 163,757 53,757 1,000,000 1,000,000 764,273 (235,727) 1,110,000 1,110,000 928,030 (181,970) 305,327 305,327 - (305,327) 1,415,327 1,415,327 928,030 (487,297) 1,40( 2,927) (1,402,927) (765,333) 637,594 127,328 127,328 84,805 (42,523) 127,328 127,328 84,805 (42,523) (1,275,599) (1,275,599) (680,528) 595,071 1,275,599 1,275,599 1,146,529 (129,070) - 192- - = $ 466,001 $ 466,001 DESCHUTES COUNTY, OREGON GENERAL COUNTY PROJECTS Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Taxes -Property Interest and rents Intergovernmental State Total revenues EXPENDITURES Materials and services Capital outlay Total Operating contingency Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Appropriation transfer from general fund Transfers out to other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Fund balance - End of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 403,362 $ 403,362 $ 423,781 $ 20,419 10,000 10,000 162,030 152,030 - - 30,469 30,469 413,362 413,362 616,280 202,918 11,169 144,169 143,561 (608) 115,000 166,000 161,739 4,261 126,169 310,169 305,300 (4,869) 224,638 638 - (638) 350,807 310,807 305,300 62,555 102,555 310,980 208,425 - 215,000 - (215,000) 712,555 (967,555) (967,555) - 712,555 (752,555) (967,555) (215,000) (650,000) (650,000) (656,575) (6,575) 1,150,000 1,150,000 1,209,677 59,677 $ 500,000 $ _ 500,000 $ 553,102 $ Y 553,102 -193- DESCHUTES COUNTY, OREGON COUNTY / STATE BUILDING Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Original Budget Final Budget 80,000 80,000 80,000 80,000 Variance with Final Budget Actual Over (Under) 60,303 (19,697) 60,303 (19,697) 9,368 9,368 8,934 (434) 546,498 546,498 185,502 (360,996) 9,324,134 9,324,134 8,867,669 (456,465) 9,880,000 9,880,000 9,062,105 (817,895) (9,800,000) (9,800,000) (9,001,802) 798,198 9,800,000 9,800,000 9,001,802 (798,198) Fund balance - End of year - 194- DESCHUTES COUNTY, OREGON LA PINE BUILDING PURCHASE / REMODEL Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Fund balance - End of year 1,402 Variance with Original Final Budget Budget Final Budget Actual Over (Under) 2,150,000 2,150,000 $ 20,000 $ 20,000 $ 17,538 $ (2,462) 20,000 20,000 17,538 (2,462) 1,402 1,402 45,549 45,549 2,103,049 2,103,049 2,150,000 2,150,000 1,337 (65) 27,519 (18,030) 1,790,541 (312,508) 1,819,397 (330,603) (2,130,000) (2,130,000) (1,801,859) 328,141 2,130,000 2,130,000 2,105,545 (24,455) $ - $ - $ 303,686 $ _ 303,686 -195- DESCHUTES COUNTY, OREGON REMODEL PROJECTS FUND Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures Fund balance - Beginning of year Variance with Original Final Budget Budget Final Budget Actual Over (Under) $ 33,000 $ 33,000 $ 38,376 $ 5,376 33,000 33,000 38,376 5,376 2,232 2,232 2,131 (101) 308,757 308,757 234,260 (74,497) 3,082,011 3,082,011 278,201 (2,803,810) 3,393,000 3,393,000 514,592 (2,878,408) (3,360,000) (3,360,000) (476,216) 2,883,784 3,360,000 3,360,000 3,310,757 (49,243) Fund balance - End of year $ - $ - $ 2,834,541 $ 2,834,541 -196- DESCHUTES COUNTY, OREGON WAREHOUSE / ARCHIVE / IT FACILITY Schedule of Revenues and Expenditures - Actual and Budget Budgetary Basis For the Year Ended June 30, 2004 REVENUES Local Interest and rents Total revenues EXPENDITURES Personnel services Materials and services Capital outlay Total expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Transfers in from other funds Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over (under) expenditures and other financing uses Fund balance - Beginning of year Original Budget Final Budget $ - $ 22,000 $ 22,000 Variance with Final Budget Actual Over (Under) 20,515 $ (1,485) 20,515 (1,485) 2,162 2,162 2,062 (100) 205,910 205,910 99,075 (106,835) 2,081,928 2,358,928 2,310,799 (48,129) 2,290,000 2,567,000 2,411,936 (155,064) 2,2( 90,000) (2,545,000) (2,391,421) 153,579 (2,290,000) 2,290,000 Fund balance - End of year $ 5 - 197- 255,000 255,000 - 255,000 255,000 - (2,290,000) (2,136,421) 153,579 2,290,000 2,136,421 (153„579) DESCHUTES COUNTY, OREGON SOLID WASTE Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 MIE:11 Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis OPERATING REVENUES Charges for services $ 6,029,950 $ 555,145 $ 6,585,095 $ $ 6,585,095 Miscellaneous 2,000 64,641 66,641 66,641 Total operating revenues 6,031,950 619,786 6,651,736 6,651,736 OPERATING EXPENSES Personnel 1,218,628 (48,795) 1,169,833 5,493 1,175,326 Materials and services 4,466,727 (1,716,063) 2,750,664 (617,063) 2,133,601 Landfill closure/ ostclosure care costs p (475,039) (475,039) Depreciation - - Capital outlay 8,054,500 (4,245,215) 3,809,285 (3,809,285) Debt service 106,167 106,166 (106,166) Contingency 2,057,911 (2,057,911) - _ _ Total operating expenses 15,903,933 (8,067,984) 7,835,948 (4,502,531) 3,333,416 Operating income (loss) (9,871,983) 8,687,770 (1,184,213) 4,502,531 3,318,320 NONOPERATING REVENUES (EXPENSES) Grant 15,000 - 15,000 15,000 Investment earnings 220,000 (4,850) 215,150 215,150 Rents Interest expense (277,665) (277,665) Gain (loss) on equipment disposition - Total nonoperating revenues (expenses), net 235,000 (4,850) 230,150 (277,665) (47,515) Income (loss) before transfers (9,636,983) 8,682,919 (954,063) 4,224,866 3,270,805 Transfers in (out) (828,744) 500,000 (328,744) 328,744 Change in net assets (10,465,727) 9,182,919 (1,282,807) 4,553,610 3,270,805 Total net assets - beginning 16,853,552 2,563,841 19,417,393 (11,603,935) 7,813,458 Prior period adjustment - - - 121,358 121,358 Total net assets - ending $ 6,387,825 $ 11,746,760 $ 18,134,586 $ (6,928,966) $ 11,205,621 MIE:11 DESCHUTES COUNTY, OREGON SOLID WASTE OPERATIONS Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 -199- Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis OPERATING REVENUES Charges for services 6,029,950 555,145 6,585,095 6,585,095 Miscellaneous 2,000 64,641 66,641 66,641 Total operating revenues 6,031,950 619,786 6,651,736 6,651,736 OPERATING EXPENSES Personnel 1,218,628 (48,795) 1,169,833 5,493 1,175,326 Materials and services 2,932,322 (811,735) 2,120,587 4,948 2,125,535 Landfill closure/ ostclosure care costs p (450,550) (450,550) Depreciation 475,039 475,039 Capital outlay 53,000 (6,476) 46,524 (46,524) Debt service Contingency 22,253 (22,253) - - _ Total operating expenses 4,226,203 (889,259) 3,336,944 (11,593) 3,325,350 Operating income (loss) 1,805,747 1,509,045 3,314,792 11,593 3,326,386 NONOPERATING REVENUES (EXPENSES) Grant 15,000 15,000 15,000 Investment earnings 30,000 (649) 29,351 - 29,351 Rents - - Interest expense (272,357) (272,357) Gain (loss) on equipment disposition - _ Total nonoperating revenues (expenses), net 45,000 (649) 44,351 (272,357) (228,006) Income (loss) before transfers 1,850,747 1,508,396 3,359,143 (260,764) 3,098,380 Transfers in (out) (2,738,744) - (2,738,744) 328,744 (2,410,000) Change in net assets (887,997) 1,508,396 620,399 67,980 688,380 887,997 2,028,433 2,916,430 (13,320,518) (10,404,088) Total net assets - beginning 121,358 121,358 Prior period adjustment Total net assets - ending $ $ 3,536,828 $ 3,536,828 $ (13,131,180) $ (9,594,350) -199- DESCHUTES COUNTY, OREGON LANDFILL CLOSURE Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING REVENUES Charges for services Miscellaneous Total operating revenues OPERATING EXPENSES Personnel Materials and services Landfill closure/postclosure care costs Depreciation Capital outlay Debt service Contingency Total operating expenses Operating income (loss) NONOPERATING REVENUES (EXPENSES) Grant Investment earnings Rents Interest expense Gain (loss) on equipment disposition Total nonoperating revenues (expenses), net Income (loss) before transfers Transfers in (out) Change in net assets Total net assets - beginning Prior period adjustment Total net assets - ending Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis 665,886 (665,886) 665,886 (665,886) (665,886) 665,886 40,000 8,544 48,544 - 48,544 48,544 - 48,544 40,000 8,544 (625,886) 674,430 48,544 48,544 400,000 400,000 400,000 (225,886) 674,430 448,544 - 448,544 3,941,218 (2,693) 3,938,525 282,171 4,220,696 $ 3,715,332 $ 671,737 $ 438,769 $ 282,171 $ 4,669,240 -200- DESCHUTES COUNTY, OREGON LANDFILL POSTCLOSURE Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING REVENUES Charges for services Miscellaneous Total operating revenues OPERATING EXPENSES Personnel Materials and services Landfill closure/postclosure care costs Depreciation Capital outlay Debt service Contingency Total operating expenses Operating income (loss) NONOPERATING REVENUES (EXPENSES) Grant Investment earnings Rents Interest expense Gain (loss) on equipment disposition Total nonoperating revenues (expenses), net Income (loss) before transfers Transfers in (out) Change in net assets Total net assets - beginning Prior period adjustment Total net assets - ending -201- Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis 5 $ $ $ $ 201,203 (201,203) 201,203 (201,203) (201,203) 201,203 10,000 3,892 13,892 13,892 10,000 3,892 13,892 13,892 (191,203) 205,095 13,892 13,892 200,000 - 200,000 200,000 8,797 205,095 213,892 213,892 1,118,572 (1,019) 1,117,553 1,117,553 $ 1,127,369 $ 204,076 $ 1,331,445 $ $ 1,331,445 DESCHUTES COUNTY, OREGON SOLID WASTE CAPITAL PROJECTS Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING REVENUES Charges for services Miscellaneous Total operating revenues OPERATING EXPENSES Personnel Materials and services Landfill closure/postclosure care costs Depreciation Capital outlay Debt service Contingency Total operating expenses Operating income (loss) NONOPERATING REVENUES (EXPENSES) Grant Investment earnings Rents Interest expense Gain (loss) on equipment disposition Total nonoperating revenues (expenses), net Income (loss) before transfers Transfers in (out) Change in net assets Total net assets - beginning Prior period adjustment Total net assets - ending Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis 511,107 (167,341) 343,766 (343,766) 3,500,000 (564,242) 2,935,758 (2,935,758) 292,485 (292,485) - 4,303,592 (1,024,068) 3,279,524 (3,279,524) (4,303,592) 1,024,068 (3,279,524) 3,279,524 30,000 (477) 29,523 29,523 30,000 (477) 29,523 29,523 (4,273,592) 1,023,591 (3,250,001) 3,279,524 29,523 1,200,000 - 1,200,000 1,200,000 (3,073,592) 1,023,591 (2,050,001) 3,279,524 1,229,523 3,104,764 25,448 3,130,212 1,083,628 4,213,840 $ 31,172 $ 1,049,039 $ 1,080,211 $ 4,363,152 $ 5,443,363 -202- DESCHUTES COUNTY, OREGON SOLID WASTE EQUIPMENT RESERVE Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 Actual -203- Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis OPERATING REVENUES Charges for services $ _ $ $ $ $ Miscellaneous _ Total operating revenues _ OPERATING EXPENSES Personnel _ _ Materials and services 8,066 8,066 - 8,066 Landfill closure/postclosure care costs Depreciation _ - _ _ Capital outlay 500,000 (500,000) - Debt service 106,167 (1) 106,166 (106,166) - Contingency 116,982 (116,982) - _ Total operating expenses 731,215 (616,983) 114,232 (106,166) 8,066 Operating income (loss) 731,215 616,983 (114,232) 106,166 (8,066) NONOPERATING REVENUES (EXPENSES) Grant Investment earnings 5,000 2,705 7,705 - 7,705 Rents _ Interest expense - (5,308) (5,308) Gain (loss) on equipment disposition _ _ _ - _ Total nonoperating revenues (expenses), net 5,000 2,705 7,705 (5,308) 2,397 Income (loss) before transfers (726,215) 619,688 (106,527) 100,858 (5,669 Transfers in (out) 110,000 110,000 110,000 Change in net assets (616,215) 619,688 3,473 100,858 104,331 Total net assets - beginning 665,213 (6,399) 658,814 145,115 803,929 Prior period adjustment Total net assets - ending $ 48,998 $ 613,289 $ 662,287 $ 245,973 $ 908,260 -203- DESCHUTES COUNTY, OREGON ENVIRONMENTAL REMEDIATION Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING REVENUES Charges for services Miscellaneous Total operating revenues OPERATING EXPENSES Personnel Materials and services Landfill closure/postclosure care costs Depreciation Capital outlay Debt service Contingency Total operating expenses Operating income (loss) NONOPERATING REVENUES (EXPENSES) Grant Investment earnings Rents Interest expense Gain (loss) on equipment disposition Total nonoperating revenues (expenses), net Income (loss) before transfers Transfers in (out) Change in net assets Total net assets - beginning Prior period adjustment Total net assets - ending -204- Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis 1,000 (1,000) 1,500 (1,500) 258,962 (258,962) - 261,462 (261,462) - (261,462) 261,462 - - 30,000 (9,348) 20,652 20,652 30,000 (9,348) 20,652 20,652 (231,462) 252,114 20,652 20,652 (231,462) 252,114 20,652 20,652 1,696,416 (1,857) 1,694,559 1,694,559 $ 1,464,954 $ 250,257 $ 1,715,211 $ $1,715,211 DESCHUTES COUNTY, OREGON SW NORTH AREA DEVELOPMENT Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 -205- Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis OPERATING REVENUES Charges for services $ $ $ $ $ Miscellaneous _ Total operating revenues - OPERATING EXPENSES Personnel Materials and services 1,014,232 (735,987) 278,245 (278,245) - Landfill closure/postclosure care costs Depreciation _ _ _ _ Capital outlay 4,000,000 (3,172,997) 827,003 (827,003) Debt service - _ _ Contingency 500,140 (500,140) - - Total operating expenses 5,514,372 (4,409,124) 1,105,248 (1,105,248) - Operating income (loss) (5,514,372) 4,409,124 (1,105,248) 1,105,248 - NONOPERATING REVENUES (EXPENSES) Grant _ Investment earnings 75,000 (9,517) 65,483 65,483 Rents - Interest expense Gain (loss) on equipment disposition _ _ Total nonoperating revenues (expenses), net 75,000 (9,517) 65,483 - 65,483 Income (loss) before transfers (5,439,372) 4,399,607 (1,039,765) 1,105,248 65,483 Transfers in (out) 500,000 500,000 - 500,000 Change in net assets (5,439,372) 4,899,607 (539,765) 1,105,248 565,483 Total net assets - beginning 5,439,372 521,928 5,961,300 205,669 6,166,969 Prior period adjustment Total net assets - ending $ - $ 5,421,535 $ 5,421,535 $ 1,310,917 $ 6,732,452 -205- -206- DESCHUTES COUNTY, OREGON FAIRGROUNDS CONSTRUCTION FUND Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis OPERATING REVENUES Charges for services $ - $ - $ - $ - $ - Miscellaneous - - - - - Total operating revenues - - - - OPERATING EXPENSES Personnel - - - - - Materials and services - - - - - Depreciation - - - - - Capital outlay - - - - - Debt service - - - - - Contingency - - - - - Total operating expenses - - - Operating income - - - - - NONOPERATING REVENUES (EXPENSES) Grants - Investment earnings - - - - - Rents - - - - - Interest expense - (54) (54) - (54) Gain (loss) on equipment disposition - - - - - Total nonoperating revenues (expenses), net - (54) (54) - (54) Income (loss) before transfers - (54) (54) - (54) Transfers out (140,000) 1,710 (138,290] - (138,290) Change in net assets (140,000) 1,656 (138,344) - (138,344) Total net assets - beginning 140,000 (1,656) 138,344 - 138,344 Total net assets - ending $ - - $ - $ - $ - -206- DESCHUTES COUNTY, OREGON FAIRGROUNDS DEBT SERVICE FUND Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis OPERATING REVENUES Property taxes $ 1,774,594 $ 83,109 $1,857,703 $ (12,756) $ 1,844,947 Total operating revenues 1,774,594 83,109 1,857,703 (12,756) 1,844,947 OPERATING EXPENSES Debt service 1,906,194 - 1,906,194 (1,906,194) - Total operating expenses 1,906,194 - 1,906,194 (1,906,194) - Operating income (loss) (131,600} 83,109 (48,491) 1,893,438 1,844,947 NONOPERATING REVENUES (EXPENSES) Investment earnings 6,600 366 6,966 - 6,966 Amortization of debt issuance costs - - - (131,206) (131,206) Interest expense - - - (979,305) (979,305) Total nonoperating revenues (expenses), net 6,600 366 6,966 (1,110,511) (1,103,545) Income (loss) before transfers (125,000) 83,475 (41,525) 782,927 741,402 Transfers in _ _ - Change in net assets (125,000) 83,475 (41,525) 782,927 741,402 Total net assets - beginning 325,000 30,837 355,837 23 179,237) (22,823,400) Total net assets - ending $ 200,000 $ 114,312 $ 314,312 $(22,396,310) $ 22,081,998 -207- DESCHUTES COUNTY, OREGON FAIR & EXPO CENTER RESERVE Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING EXPENSES Capital outlay Total operating expenses Operating income (loss) NONOPERATING REVENUES (EXPENSES) Investment earnings Total nonoperating revenues (expenses), net Income (loss) before transfers Transfers in Change in net assets Total net assets - beginning Total net assets - ending Variance with Budget Over Budget (Under) $ 282,021 $_ (282,021) $ 282,021 282,021 _ 282,021 282,021 _ Actual Budget GAAP Basis Adjustments GAAP Basis - 2,691 2,691 - 2,691 - 2,691 2,691 2,691 (282,021) 284,712 2,691 - 2,691 217,021 (1,710) 215,311 - 215,311 (65,000) 283,002 218,002 - 218,002 65,000 15,529 80,529 - 80,529 $ - $ 298,531 $ 298,531 $ - $ 298,531 511-11.3 DESCHUTES COUNTY, OREGON FAIR AND EXPO CENTER Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis OPERATING REVENUES Charges for services $ 1,001,600 $ (149,952) $ 851,648 $ - $ 851,648 Miscellaneous - - _ _ Total operating revenues 1,001,600 (149,952) 851,648 - 851,648 OPERATING EXPENSES Personnel 670,048 (6,356) 663,692 8,090 671,782 Materials and services 733,682 (154,166) 579,516 3,144 582,660 Depreciation - - - 705,798 705,798 Capital outlay 135,000 (3,506) 131,494 (131,494) - Debt service 37,083 (1) 37,082 (37,082) - Contingency 139,869 (139,869) - - Total operating expenses 1,715,682 (303,898) 1,411,7,84 548,456 1,960,240 Operating income (loss) (714,082) 153,946 (560,136] (548,456 (1,108,592) NONOPERATING REVENUES (EXPENSES) Grants 30,355 10,000 40,355 - 40,355 Investment earnings 5,000 (893) 4,107 - 4,107 Interest expense - - - (29,104) (29,104) Total nonoperating revenues (expenses), net 35,355 9,107 44,462 (29,104) 15,358 Income (loss) before transfers (678,727) 163,053 (515,674) (577,560) (1,093,234) Transferred capital - _ _ _ - Transfers in 729,227 (250,000) 479,227 - 479,227 Transfers out (332,500) 250,000 (82,500) 5,479 (77,021) Change in net assets (282,000) 163,053 (118,947) (572,081) (691,028) Total net assets - beginning 282,000 (25,212) 256,788 26,913,565 27,170,353 Prior Period Adjustment - - - (8,361) (8,361) Total net assets - ending $ -- - $ 137,842 $ 137,842 $ 26,333,123 $ 26,470,964 K116.1 DESCHUTES COUNTY, OREGON ANNUAL COUNTY FAIR Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING REVENUES Charges for services Miscellaneous Total operating revenues OPERATING EXPENSES Personnel Materials and services Depreciation Capital outlay Contingency Total operating expenses Operating income (loss) NONOPERATING REVENUES (EXPENSES) Grants Investment earnings Rents Interest expense Gain (loss) on equipment disposition Total nonoperating revenues (expenses), net Income (loss) before transfers Transfers out Change in net assets Total net assets - beginning Prior period adjustment Total net assets - ending Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis $ 910,000 $ (111,968) $ 798,032 $ (33,900) $ 764,132 910,000 (111,968) 798,032 (33,900) 764,132 131,531 (1,432) 130,099 (3,084) 127,015 643,270 (64,920) 578,350 258 578,608 8,000 (8,000) - - 14,067 (14,067) - - - 796,868 (88,419) 708,449 (2,826) 705,623 113,132 (23,549) 89,583 (31,074) 58,509 40,868 13,332 54,200 - 54,200 - 789 789 - 789 40,868 14,121 54,989 - 54,989 154,000 (9,428) 144,572 (31,074) 113,498 (185,000) - (185,000) - 185,000 (31,000) (9,428) (40,428) (31,074) (71,502) 31,000 85,407 116,407 (49,019) 67,388 - - - (1,716) (1,716) $ - $ 75,979 $ 75,979 $ (81,809) $ 5,831 -210- DESCHUTES COUNTY, OREGON BUILDING SERVICES Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING REVENUES Charges for services Miscellaneous Total operating revenues OPERATING EXPENSES Personnel Materials and services Depreciation Capital outlay Contingency Total operating expenses Operating income (loss) NONOPERATING REVENUES (EXPENSES) Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis $ 1,402,832 $ (2,096) $ 1,400,736 $ - $ 1,400,736 1,402,832 (2,096) 1,400,736 - 1,400,736 909,515 (4,965) 904,550 9,793 914,343 573,399 (118,804) 454,595 (16,336) 438,259 - - - 40,385 40,385 6,500 (2,839) 3,661 (3,661) - 727 (727) - - - 1,490,141 (127,335) 1,362,806 30,181 1,392,987 (87,309) 125,239 37,930 (30,181) 7,749 Investment earnings 2,000 1,153 3,153 - 3,153 Rents 2,880 (2,400) 480 - 480 Loss on disposition of capital assets - - -12,711 �1_ ) (112,711) Total nonoperating revenues (expenses), net 4,880 (1,247) 3,633,711 112 � ) (109,078) Income (loss) before transfers Appropriation Transfer In Change in net assets Total net assets - beginning Prior period adjustment Total net assets - ending (82,429) 123,992 41,563 12,429 (70,000) - 12,429 123,992 53,992 (142,892) (101,329) 12,429 (142,892) (88,900) 100,000 61,497 161,497 338,009 499,505 - - - 110,,9 (10,947) $ 30,000 $ 185,489 $ 215,489 $ 184,170 $ 399,658 -211- DESCHUTES COUNTY, OREGON ADMINISTRATIVE SERVICES Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING REVENUES Charges for services Total operating revenues OPERATING EXPENSES Personnel Materials and services Capital outlay Contingency Total operating expenses Operating income (loss) NONOPERATING REVENUES (EXPENSES) Investment earnings Total nonoperating revenues (expenses), net Income (loss) Appropriation Transfer Change in net assets Total net assets - beginning Total net assets - ending - 193 (10,000) 14,358 10,000 (10,000) - 4,358 193 - 193 193 Actual 4,358 (53,526) (49,168) Variance with Budget Over Budget GAAP Budget (Under) Basis Adjustments GAAP Basis $ 410,890 $ - $ 410,890 $ - $ 410,890 410,890 - 410,890 - 410,890 334,015 (4,707) 329,308 53,526 382,834 79,615 (2,198) 77,417 - 77,417 100 (100) - - - 7,160 (7,160} - - - 420,890 (14,165) 406,725 53,526 460,251 (10,000) 14,165 4,165 (53,526) (49,361) - 193 (10,000) 14,358 10,000 (10,000) - 4,358 193 - 193 193 - 193 4,358 (53,526) (49,168) 4,358 (53,526) (49,168) $ - $ 4,358 $ 4,358 $ (53,526) $ 49,168 -212- DESCHUTES COUNTY, OREGON FINANCE Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING REVENUES Charges for services Total operating revenues OPERATING EXPENSES Personnel Materials and services Depreciation Capital outlay Contingency Total operating expenses Operating income (loss) NONOPERATING REVENUES (EXPENSES) Investment earnings Total nonoperating revenues (expenses), net Income (loss) Transfers in Actual Variance with Budget Over Budget GAAP Budget (Under) Basis Adjustments GAAP Basis $ 877,904 $ 21,532 $ 899,436 $ - $ 899,436 877,904 21,532 899,436 - 899,436 568,045 250 568,295 5,269 573,564 300,001 (58,569) 241,432 75,797 317,229 - - - 78,058 78,058 96,890 (21,093) 75,797 (75,797) - 45,968 45,968 - - - 1,010,904 _ (125,380) 885,524 83,327 968,851 (133,000) 146,912 13,912 (83,327) (69,415} 3,000 (428) 2,572 3,000 (428) 2,572 (130,000) 146,484 16,484 2,572 - 2,572 (83,327) (66,843) Change in net assets (130,000) 146,484 16,484 (83,327) (66,843) Total net assets - beginning 170,000 65,437 235,437 80,598 316,036 - - - _ (14,909)1( 4,909) Total net assets - ending $ 40,000 $ 211,921 $ 251,921 $ (17,638) $ 234,284 -213- DESCHUTES COUNTY, OREGON LEGAL Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING REVENUES Charges for services Miscellaneous Total operating revenues OPERATING EXPENSES Personnel Materials and services Capital outlay Total operating expenses Operating income (loss) NONOPERATING REVENUES (EXPENSES) Grants Investment earnings Total nonoperating revenues (expenses), net Income (loss) before transfers Appropriation Transfers In Transfers in Change in net assets Total net assets - beginning Total net assets - ending Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis $ 435,783 $ 7,312 $ 443,095 $ - $ 443,095 7,312 443,095 443,095 _435,783 437,986 (1,684) 436,302 15,188 451,490 58,117 (6,881) 51,236 - 51,236 100 Li -00j - - - 496,203 (8,665) 487,538 15,188 502,726 (60,420) 15,977 (44,443) (15,188) (59,631) 1,000 (809) 191 1,000 (809) 191 (59,420) 15,168 (44,252) 29,420 (29,420) - - 50,000 50,000 191 191 (15,188) (59,440) 50,000 (30,000) 65,168 5,748 (15,188) (9,440) 40,000 (5,021) 34,979 (15,713) 19,266 - - (3,753,) (3,753) $ 10,000 $ 60,147 $ 40,727 $ 34;655 $ 6,073 -214- DESCHUTES COUNTY, OREGON PERSONNEL Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING EXPENSES Personnel 322,693 (1,092) Actual (100) Variance with Materials and services 320,419 (141,406) Budget Over Budget GAAP GAAP Capital outlay Budget (Under) Basis Adjustments Basis OPERATING REVENUES - Contingency 51,991 Charges for services $ 514,743 $ 2,838 $ 517,581 $ - $ 517,581 Miscellaneous - _ (200,093) 510,950 Total operating revenues 514,743 2,838 517,581 - 517,581 OPERATING EXPENSES Personnel 322,693 (1,092) 321,601 (100) 321,501 Materials and services 320,419 (141,406) 179,013 10,336 189,349 Capital outlay 15,940 (5,604) 10,336 (10,336) - Contingency 51,991 (51,991) - - _ Total operating expenses 711,043 (200,093) 510,950 (100) 510,850 Operating income (loss) 196,300 202,931 6,631 100 6,731 NONOPERATING REVENUES (EXPENSES) Investment earnings 1,300 2,130 3,430 - 3,430 Total nonoperating revenues (expenses), net 1,300 2,130 3,430 - 3,430 Income (loss) before transfers (195,000) 205,061 10,061 100 10,161 Transfers in _ _ _ Change in net assets (195,000) 205,061 10,061 100 10,161 Total net assets - beginning 195,000 35,781 230,781 (25,057) 205,724 - - - _ (8,873) (8,873] Total net assets - ending $ - $ 240,842 $ 240,842 $ 33,830 $ 207,012 -215- DESCHUTES COUNTY, OREGON INFORMATION TECHNOLOGY Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING REVENUES Charges for services Miscellaneous Total operating revenues OPERATING EXPENSES Personnel Materials and services Depreciation Capital outlay Debt service Contingency Total operating expenses Operating income (loss) 151,991 (151,991) - 1,942,009 (257,220) 1,684,789 23,111 1,707,900 (334,496) 295,33839� ,158) (23,111) (62,269) NONOPERATING REVENUES (EXPENSES) Actual Variance with 7,000 (614) 6,386 - Budget Over Budget GAAP - Budget (Under) Basis Adjustments GAAP Basis (6141 6,386 (505) 5,881 $ 1,607,513 $ 37,699 $1,645,212 $ - $ 1,645,212 - 419 419 - 419 1,607,513 38,118 1,645,631 - 1,645,631 Change in net assets (279,000) 294,724 15,724 (23,616) 1,429,747 (13,748) 1,415,999 (6,705) 1,409,294 324,003 (91,042) 232,961 2,523 235,484 - - - 63,122 63,122 18,500 (439) 18,061 (18,061) - 17,768 - 17,768 (17,768) - 151,991 (151,991) - 1,942,009 (257,220) 1,684,789 23,111 1,707,900 (334,496) 295,33839� ,158) (23,111) (62,269) NONOPERATING REVENUES (EXPENSES) Investment earnings 7,000 (614) 6,386 - 6,386 Interest expense - - - (505) (505) Total nonoperating revenues (expenses), net 7,000 (6141 6,386 (505) 5,881 Income (loss) before transfers (327,496) 294,724 (32,772) (23,616) (56,388) Transfers in 48,496 _ 48,496 - 48,496 Change in net assets (279,000) 294,724 15,724 (23,616) (7,892) Total net assets - beginning 400,000 49,991 449,991 (13,980) 436,011 Prior period adjustment - - - (37,335) (37,335) Total net assets - ending $ 121,000 $ 344,715 $ 465,715 $ (74,934) $ 390,784 IP411 DESCHUTES COUNTY, OREGON IT RESERVE Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 Actual Variance with Budget Over Budget GAAP Budget (Under) Basis Adjustments GAAP Basis OPERATING REVENUES Charges for services $ 204,000 $ 3 $ 204,003 $ - $ 204,003 Miscellaneous - _ - Total operating revenues 204,000 3 204,003 - 204,003 OPERATING EXPENSES Personnel Materials and services 276,000 (224,597) 51,403 3,868 55,271 Depreciation - - - 77,838 77,838 Capital outlay 26,000 (564) 25,436 (25,436) - Debt service 147,299 (10) 147,289 (147,289) - Contingency 65,822(65,822} - Total operating expenses 515,121 (290,993) 224,1289( 1,019) 133,109 Operating income (loss) (311,121) 290,996 20,125 91,019 70,894 NONOPERATING REVENUES (EXPENSES) Investment earnings 3,100 699 3,799 - 3,799 Interest expense - - - (1,714) (1,714) Total nonoperating revenues (expenses), net 3,100 699 3,799 (1,714) 2,085 Income (loss) before transfers (308,021) 291,695 (16,326) 89,305 72,979 Transfers in 177,180 (177,180) - - - Change in net assets (130,841) 114,515 (16,326) 89,305 72,979 Total net assets - beginning 130,841 3,478 134,319 40,933 175,252 Total net assets - ending $ - $ 117,993 $ 117,993 $ 130,238 $ 248,232 -217- DESCHUTES COUNTY, OREGON INSURANCE Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 OPERATING REVENUES Charges for services Miscellaneous Total operating revenues OPERATING EXPENSES Personnel Materials and services Depreciation Capital outlay Contingency Total operating expenses Operating income (loss) Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis $ 1,230,118 $ 31,284 $ 1,261,402 $ - $ 1,261,402 4,500 3,124 7,624 - 7,624 1,234,618 34,408 1,269,026 - 1,269,026 330,321 (2,959) 327,362 973 328,335 1,792,289 (204,106) 1,588,183 326,256 1,914,439 - - - 4,851 4,851 56,362 (54,144) 2,218 (2,218) - 519,003 (519,003) - - 2,697,975 (780,212) 1,917,763 329,862 2,247,625 (1,463,357) 814,620 (648,737) (329,862) (978,599) NONOPERATING REVENUES (EXPENSES) Investment earnings 34,000 (5,385) 28,615 - 28,615 Total nonoperating revenues (expenses), net 34,000 (5,385) 28,615 - 28,615 Income (loss) before transfers Transfers in Change in net assets Total net assets - beginning Prior period adjustment Total net assets - ending (1,429,357) 809,235 (620,122) (329,862) (949,984) (1,429,357) 809,235 (620,122) (329,862) (949,984) 2,800,000 (44,981) 2,755,019 (1,343,538) 1,411,481 - - - (5,457) (5,457) $ 1,370,643 $ 764,253 $ 2,134,897 $(1,_678,857) $ 456,040 -218- DESCHUTES COUNTY, OREGON HEALTH BENEFITS TRUST Schedule of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2004 Actual Variance with Budget Over GAAP Budget (Under) Budget Basis Adjustments GAAP Basis OPERATING REVENUES Charges for services $ 8,294,374 $ (200,654) $ 8,093,720 $ - $ 8,093,720 Miscellaneous - - _ Total operating revenues 8,294,374 (200,654) 8,093,720 - 8,093,720 OPERATING EXPENSES Personnel 101,076 (2,496) 98,580 1,961 100,541 Materials and services 8,425,388 (1,569,782) 6,855,606 (25,975) 6,829,631 Capital outlay 100 (100) - - _ Contingency 1,466,330 (1,466,330) - - - Total operating expenses 9,992,894 (3,038,708) 6,954,186 (24,014) 6,930,172 Operating income (loss) (1,698,520) 2,838,054 1,139,534 24,014 1,163,548 NONOPERATING REVENUES (EXPENSES) Investment earnings 22,000 7,697 29,697 - 29,697 Total nonoperating revenues (expenses), net 22,000 7,697 29,697 - 29,697 Income (loss) before transfers (1,676,520) 2,845,751 1,169,231 24,014 1,193,245 Transfers in _ _ Change in net assets (1,676,520) 2,845,751 1,169,231 24,014 1,193,245 Total net assets - beginning 1,756,520 128,097 1,884,617 (735,790) 1,148,827 Prior period adjustment - - - (471) (471) Total net assets - ending $ 80,000 $ 2,973,847 $ 3,053,847 $ 712„247 $ 2,341,600 -2119- CAPITAL ASSETS USED IN THE OPERATION OF GOVERNMENTAL FUNDS DESCHUTES COUNTY, OREGON Capital Assets Used in the Operation of Governmental Funds Comparative Schedule By Source' June 30, 2004 and 2003 2004 Governmental funds capital assets: Land 6,284,102 Land Improvements 3,020,945 Construction in Progress 3,106,944 Infrastructure 5,715,006 Buildings & Improvements 54,562,403 Equipment & Vehicles 17,847,317 Total governmental funds capital assets $ 90,536,717 Investments in governmental funds capital assets by source: General fund 11,112,788 Special revenue fund 22,605,382 Capital projects fund 56,818,547 Total governmental funds capital assets $ 90,536,717 1 This schedule presents only the capital asset balances related to governmental funds. Accordingly, the capital assets reported in internal service funds are excluded from the above amounts. Generally, the capital assets of internal service funds are included as governmental activities in the statement of net assets. Y1*491 2003 5,806,789 1,827,700 4,596,025 2,541,005 38,739,263 16,495,516 $ 70,006,298 10,632,447 18,108,529 41,265,322 $ 70,006,298 DESCHUTES COUNTY, OREGON Capital Assets Used in the Operation of Governmental Funds Schedule by Function and Activity' June 30, 2004 1 This schedule presents only the capital asset balances related to governmental funds Accordingly, the capital assets reported in internal service funds are excluded from the above amounts. Generally, the capital assets of internal service funds are included as governmental activities in the statement of net assets. -224- Land Buildings & Equipment Construction Function and Activity Land Improvements Improvements & Vehicles Infrastructure In Progress Total General Government $ - $ 48,838 $ - $ 124,026 $ $ - $ 172,864 General Services 6,284,101 2,931,869 31,678,893 2,441,535 3,106,944 46,443,342 Education - County roads - 1,898,506 6,396,297 5,715,006 14,009,809 Public Protection 40,238 16,180,941 8,215,375 24,436,554 Health & Welfare 4,804,064 670,084 5,474,148 Total governmental funds capital assets $ 6,284,101 $ 3,020,945 $ 54,562,404 $ 17,847,317 $ 5,715,006 $__3,106,944 $ 90,536,717 1 This schedule presents only the capital asset balances related to governmental funds Accordingly, the capital assets reported in internal service funds are excluded from the above amounts. Generally, the capital assets of internal service funds are included as governmental activities in the statement of net assets. -224- DESCHUTES COUNTY, OREGON Capital Assets Used in the Operation of Governmental Funds Schedule of Changes By Function and Activity' For the fiscal year ended June 30, 2004 Function and General Government General Services Education County roads Public Protection Health & Welfare Total governmental funds capital assets Governmental Governmental Funds Capital Funds Capital Assets 03/04 03/04 03/04 Assets July 1, 2003 Additions Reclass Deductions June 30, 2004 31,801 141,063 172,864 30,576,605 16,023,525 (13,964) (142,821) 46,443,345 10,558,112 3,522,115 8,914 (79,332) 14,009,809 23,575,090 852,830 15,284 (6,650) 24,436,554 5,353,090 141,504 (10,234) (10,234) 5,474,126 70,094,698 20,681,037 (239,037) 90,536,698 1 This schedule presents only the capital asset balances related to governmental funds. Accordingly, the capital assets reported in internal service funds are excluded from the above amounts. Generally, the capital assets of internal service funds are included as governmental activities in the statement of net assets. -225- OTHER FINANCIAL SCHEDULES DESCHUTES COUNTY, OREGON Agency Fund Statement of Changes in Assets and Liabilities - Detail Activity For the Fiscal Year Ended June 30, 2004 Balance July 1, 2003 Additions Deductions Amounts Held for Others Assets Balance June 30, 2004 Cash and cash equivalents $ 6,143,641 $ 302,520,213 $ (303,637,825) $ 5,026,029 Investments, plus accrued interest 3,602,061 305,001,525 (302,537,801) 6,065,785 Accounts receivable 12,107 876 (7,049) 5,934 $ 9,757,809 $ 607,522,614 $ (606,182,675) $ 11,097,748 Liabilities Accounts payable $ 25,032 $ 3,294,167 $ (3,057,358) $ 261,841 Due to other entities Governmental 1,392,516 169,471,050 (168,879,773) 1,983,794 Others 8,340,261 1,990,660 (1,478,808) 8,852,113 $ 9,757,809 $ 174,755,878 $ 173 415939) $ 11,097,748 -229- DESCHUTES COUNTY, OREGON Schedule of Property Taxes Transactions - All County Taxes Fiscal Year Ended June 30, 2004 Tax Year Beginning Balance and 2003-04 Levy Adjustments Interest (Discount) Turnovers from County Treasurer Prior $ 46,865 $ (12,722) $ 15,064 $ 29,199 1998-99 23,510 (5,239) 3,309 9,967 1999-00 263,147 (3,880) 80,339 304,140 2000-01 863,684 (7,919) 189,846 831,590 2001-02 1,746,207 (10,291) 209,985 1,315,633 2002-03 4,828,990 (22,759) 244,006 3,436,150 2003-04 _163,007,529 (188,952) (3,725,304) 154,491,992 TOTALS $ 170,779,933 $ (251,763) $ (2,982,755) Other Distributions: Interest earned on unsegregated taxes TOTAL CASH COLLECTIONS Summarized by Fund Type General Fund Special Revenue Funds Debt Service Funds Proprietary Funds Agency Funds -230- Taxes Receivable June 30, 2004 $ 20,008 11,613 35,465 214,022 630,268 1,614,087 4,601,281 160,418,671 $ 7,126,744 44,764 $ 160,463,435 $ 616,135 693,519 135,023 86,040 5,596,026 $ 7,126,744 STATISTICAL SECTION STATISTICAL SECTION CONTENTS This part of Deschutes County's statistical comprehensive annual financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the County's overall health. Pages FinancialTrends............................................................................................................235-239 These schedules contain trend information to help the reader understand how the County's financial performance and well-being have changed over time. RevenueCapacity..........................................................................................................240-245 These schedules contain information to help the reader assess the County's most significant local revenue source, the property tax. DebtCapacity.................................................................................................................246-253 These schedules present information to help the reader assess the affordability of the County's current levels of outstanding debt and the County's ability to issue additional debt in the future. Demographic and Economic Information....................................................................254-255 These schedules offer demographic and economic indicators to help the reader understand the environment within which the County's financial activities take place. Operating Information...................................................................................................256-258 These schedules contain service and infrastructure data to help the reader understand how the information in the County's financial report relates to the services the County provides and the activities it performs. Sources: Unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports for the relevant year. The County implemented GASB Statement 34 in 2003; schedules presenting government -wide information include information beginning in that year. DESCHUTES COUNTY, OREGON Net Assets by Component, Last Two Fiscal Years (accrual basis of accounting) Governmental activities Invested in capital assets, net of related debt Restricted Unrestricted Total governmental activities net assets Business -type activities Invested in capital assets, net of related debt Unrestricted Total business -type activities net assets Primary government Invested in capital assets, net of related debt Restricted Unrestricted Total primary government net assets -235- Fiscal Year 2003 $ 16,778,521 14,649,031 16,202,780 $ 47,630,332 $ 8,403,452 4,154, 503 $ 12,557,955 $ 25,181,973 14,649,031 20,357,283 $ 60,188,287 2004 $ 21,977,138 21,835,161 18,362,189 $ 62,174,488 $ 12,500,715 3,386,574 $ 15,887,289 $ 34,477,853 21,835,161 21,748,763 78,061,777 DESCHUTES COUNTY, OREGON Changes in Net Assets, Last Two Fiscal Years (accrual basis of accounting) Program Revenues Governmental activities: Charges for services Fiscal Year $ 33,678,880 2003 2004 Expenses 21,918,860 Capital grants and contributions Governmental activities: 645,324 General government $ 772,422 $ 328,770 General services 17,436,802 14,619,177 Public protection 29,938,540 35,794,752 County roads 9,220,189 8,241,978 Health and welfare 20,226,318 19,222,151 Education 1,106,637 1,143,468 Interest on long-term debt 2,648,585 3,265,500 Total governmental activities expenses 81,349,493 82,615,796 Business -type actvities: - Solid waste 3,779,593 3,611,080 Fair& expo center 4,411,767 3,805,532 Total business -type activities expenses 8,191,360 7,416,612 Total primary government expenses $ 89,540;853 $ 90,032,408 Program Revenues Governmental activities: Charges for services $ 15,974,077 $ 33,678,880 Operating grants and contributions 36,718,834 21,918,860 Capital grants and contributions 1,393,312 645,324 Total governmental activities program revenues 54,086,223 56,243,064 Business -type activities: Charges for services: Solid waste 6,008,063 6,651,736 Fair & expo center 1,561,048 1,615,780 Operating grants and contributions 198,611 109,555 Capital grants and contributions - - Total business -type activities program revenues 7,767,722 8,377,071 Total primary government program revenues $ 61,853,945 $ 64,620,135 Net Governmental activities $ (27,263,270) $ (26,372,732) Business -type activities (423,638) 960,459 Total primary government net expense $ (27,686,908) $ X25,412,273) General Revenues and Other Changes in Net Assets Governmental activities: Taxes Property Taxes, levied for general purpose $ 17,778,414 $ 19,950,734 Property Taxes, levied for sheriff services 9,040,940 9,671,418 Property Taxes, levied for bonded debt 2,861,706 2,912,525 Transient room tax 2,967,211 3,004,567 Unrestricted grants and contributions 1,106,469 - Investment earnings 1,415,598 1,144,302 Gain on sale of capital assets - 4,817,833 Transfers (396,742) (294,227) Total governmental activities 34,773,596 41,207,152 Business -type activities: Taxes Property Taxes, levied for bonded debt 1,952,415 1,844,947 Investment earnings 321,822 229,703 Miscellaneous 2,350,656 - Transfers 396,742 294,227 Total business -type activities 5,021,635 2,368,877 Total primary government $ 39,795,231 $ 43,576,029 Change In Net Assets Governmental activities $ 7,510,326 $ 14,834,420 Business -type activities 4,597,997 3,329,336 Total primary government $ 12,108,323 $ 18,163,756 -236- Function/Program Governmental activities: General government General services Public protection County roads Health and welfare Education Interest on long-term debt Subtotal governmental activities Business -type actvities: Solid waste Fair & expo center Subtotal business -type activities Total primary government DESCHUTES COUNTY, OREGON Program Revenues by Function/Program Last Two Fiscal Years (accrual basis of accounting) (dollars in thousands) -237- Program Revenues _ 2003 2004 $ - $ 39 14,150 17,005 9,365 9,540 11,752 12,133 17,713 16,383 1,106 1,143 56,243 54,086 6,008 6,667 1,760 1,710 7,768 8,377 $ 61,854 $ 64,620 General Fund Reserved Unreserved Total General Fund All Other Governmental Funds Reserved Unreserved, reported in: Special revenue funds Capital projects funds Debt service funds Total all other governmental funds DESCHUTES COUNTY, OREGON Fund Balances, Governmental Funds, Last Two Fiscal Years (modified accrual basis of accounting) M-11 Fiscal Year 2003 2004 4,749,789 5,114,327 $ 4,749,789 $ 5,114,327 $ 652,289 22,893,463 24,875,640 2,841,323 $ 51,262,715 761,961 27,280,233 10,832,184 1,843,771 $ 40,718,149 Revenues Taxes Licenses and permits Fines, forfeitures, and penalties Interest and rents Intergovernmental Charges for services Other Total revenues Expenditures General government General services Public protection County roads Health and welfare Education Debt service Principal Interest Capital outlay Total expenditures Excess of revenues over (under) expenditures Other Financing Sources (Uses) Transfers in Transfers out Loan proceeds Proceeds of sale of assets Total other financing sources (uses) Net change in fund balances Debt service as a percentage of noncapital expenditures DESCHUTES COUNTY, OREGON Changes in Fund Balances, Governmental Funds, Last Two Fiscal Years (modified accrual basis of accounting) -239- Fiscal Year 2003 2004 $ 32,618,617 439,384 1,336,903 1,570,165 38, 761,879 15,794,704 1,674,880 $ 35,614,972 515,516 1,206,561 1,651,061 38,961,949 18,375,722 1,043,269 92,196,532 97,369,050 764,931 502,021 16,448,523 22,225,705 29,026,478 32,938,286 9,998,658 9,654,024 22,759,749 21,552,352 1,106,637 1,143,468 2,889,026 4,259,579 2,108,443 3,442,499 10,505,046 20,545,960 95,607,491 116,263,894 (3,410,959) 15,513,525 (15,838,130) 27,719,411 564,945 (18,894,844) 17,023,022 (17,428,174) 7,088,508 2,321,725 27,959, 751 9,005,081 $ 24,548,792 $ (9,889,763) 6.2% 8.8% DESCHUTES COUNTY, OREGON Assessed Value and Estimated Value of Taxable Property, Last Ten Fiscal Years (in thousands of dollars) -240- Real Pro ert Personal Property Manufactured Homes Fiscal Year Estimated Estimated Estimated Ended June Assessed Actual Assessed Actual Assessed Actual 30, Value Value Value Value Value Value 1995 5,427,590 5,427,590 146,689 146,689 49,112 49,112 1996 6,632,705 6,632,705 161,816 161,816 52,501 52,501 1997 7,278,547 7,278,547 175,101 175,101 56,394 56,394 1998 6,556,553 7,814,494 192,301 199,617 52,375 61,023 1999 6,907,243 8,420,905 202,600 204,874 55,422 64,660 2000 7,528,325 9,452,053 228,798 230,424 61,738 69,871 2001 8,231,343 10,543,865 252,161 253,257 67,481 77,596 2002 8,953,574 12,016,020 277,972 278,404 71,493 78,095 2003 9,685,677 13,585,512 289,037 289,240 71,257 76,685 2004 10,484,956 15,192,941 289,950 289,962 72,507 80,448 Sources: Deschutes County Assessor's Department and Oregon Department of Revenue (a) includes tax-exempt property -240- Public Utilities Exemptions Total Assessed Estimated Value (a) as a Estimated Taxable Actual Percentage of Assessed Actual Assessed Assessed Taxable Total Direct Estimated Value Value Value Value Value Tax Rate Actual Value 233,720 233,720 6,578 5,850,533 5,857,111 3.4841 100.000% 242,975 242,975 6,717 7,083,280 7,089,997 3.8396 100.000% 230,778 230,778 6,800 7,734,020 7,740,820 4.2087 100.000% 240,338 242,982 7,931 7,033,636 8,318,116 4.9996 84.653% 234,813 246,645 9,138 7,390,940 8,937,084 4.6073 82.802% 271,998 278,491 10,344 8,080,515 10,030,839 4.6392 80.660% 272,699 300,509 11,111 8,812,573 11,175,227 5.0535 78.958% 315,922 332,186 12,958 9,606,003 12,704,705 5.1485 75.712% 325,968 335,247 14,017 10,357,922 14,286,684 8.5285 72.599% 327,493 330,462 15,452 11,159,454 15,893,813 8.0244 70.310% SIZ, I I DESCHUTES COUNTY, OREGON Direct and Overlapping Property Tax Rates, Last Ten Fiscal Years (rate per $1,000 of assessed value) County direct rates General Sheriff (County) Jail Bond Sheriff (Incorporated) Fairgrounds Bond Bend Library Bond Redmond Library Bond Sunriver Library Bond County Extension/41-1 CSD 911 CSD 911 Local Option Black Butte Ranch CSD Sunriver Service District Total direct rate City and town rates Bend Redmond Sisters Bend Gap Bond Bend Urban Renewal Special Levy City of Redmond Bond Redmond Downtown Urban Renewal Levy Redmond Airport Urban Renewal Levy Library district rates Fire district rates Parks and recreation district rates School district rates Road district rates Other special district rates Year Taxes are Payable 1995 1996 1997 1998 1.2286 1.2876 1.3800 1.2729 0.9461 0.8685 0.7931 1.1592 0.5831 0.5310 0.4891 0.8220 - - 0.1358 0.1982 - - 0.1401 0.1556 - - 0.1067 0.1105 0.0221 0.0214 0.0208 0.0235 0.1397 0.1584 0.1541 0.1696 0.5645 0.9727 0.9890 1.0881 3.4841 3.8396 4.2087 4.9996 2.8112 2.7443 2.6379 2.6647 5.7011 6.4348 6.2372 6.1647 2.9138 2.6893 2.7817 2.7167 - - - 0.1665 1.1618-1.8118 .3859-.8024 .1505-10.2363 .8656-3.0566 0.1481-.3127 .1347-1.9012 1.0595-2.3589 .4238-1.5446 .3944-1.4388 .0143-9.9153 .1409-9.7402 .2407-1.9043 .2190-3.3687 .1396-0.2951 .1231-.02655 Sources: Deschutes County Assessor's Office and Deschutes County Finance Department. -242- .0933-2.7276 .3831-1.5186 .1009-5.0265 .2514-3.1952 .1322-0.3079 1999 2000 2001 2002 2003 2004 1.1329 1.1669 1.2000 1.2783 1.2783 1.2783 1.1200 1.1200 1.1200 1.1200 1.1200 1.1200 - - 0.2114 0.2111 0.1913 0.1780 0.7800 0.7800 0.7800 0.7800 0.7800 0.7800 - - 0.1810 0.2031 0.1847 0.1702 0.1741 0.1350 0.1371 0.1332 0.1182 0.1189 0.1338 0.1147 0.1087 0.1040 0.0949 0.0916 0.0976 0.0885 0.0812 0.0847 0.0770 0.0733 0.0209 0.0224 0.0224 0.0224 0.0224 0.0224 0.1509 0.1618 0.1618 0.1618 0.1618 0.1618 - - - - - 0.0900 0.9971 1.0499 1.0499 1.0499 1.0499 1.0499 - - - - 3.4500 2.8900 4.6073 4.6392 5.0535 5.1485 8.5285 8.0244 2.6482 2.6688 2.7898 2.8035 2.8035 2.8035 7.4055 7.1484 7.0529 6.9987 6.1643 6.0643 2.5371 2.6374 2.6417 2.6417 2.6417 2.6417 0.1594 0.1135 - - - - 0.1490 0.1247 0.1460 0.1744 0.1919 0.2045 - - - - 0.8230 0.1776 0.5811 0.5967 0.5197 0.5979 0.5794 0.6500 - - 0.2514 0.2476 0.2529 0.2848 0.5500 0.5500 0.5500 0.5500 0.5500 0.5500 0933-2.7296 .0933-2.7291 .0933-2.7307 .4328-2.7317 .2605-2.7317 .2295-2.7317 3349-1.3850 .2174-1.4518 .2190-1.4610 .2200-1.4610 .2200-1.4610 .2200-1.4610 0119-5.1734 .0964-5.0492 .0964-5.0251 .0964-5.0251 .0964-5.0251 .1543-5.0251 2514-4.2147 .2296-4.2147 .2210-4.2147 .4033-4.2147 .3737-4.2147 .4430-3.6500 1323-0.3078 .1323-0.3078 .1323-0.2807 .2895-0.3717 .1323-0.2895 0.2895 -243- DESCHUTES COUNTY, OREGON Principal Property Tax Payers, Current Year and 9 Years Ago 2004 Percentage of Total County Taxable Taxable Assessed Taxpayer Assessed Value Rank Value Qwest Corporation / Formerly known as US West $ 76,032,041 PG & E Gas Transmission NW 71,535,060 Pacificorp 52,393,000 Eagle Crest Inc 38,154,941 Sunriver Resort Limited Partnership 31,989,453 Cascade Natural Gas Corporation 28,234,350 Mt. Bachelor Inc. 33,753,716 Brooks Resources Corp. 18,472,582 Bend Millwork Systems Inc. 16,894,186 Bend River Mall LLC 15,964,837 Broken Top Ltd Partnership - Concord Equity Multiplier 4 Willamette Industries Inc. 6 Eagle Crest Partners Ltd 15,405,750 Total $ 383,424.166 Source: Deschutes County Assessor's Department 1995 Percentage of Total County Taxable Taxable Assessed Assessed Value Rank Value 1 0.68% $ 51,556,093 2 0.88% 2 0.64% 86,244,641 1 1.47% 3 0.47% 43,472,300 3 0.74% 4 0.34% - - 5 0.29% 37,734,455 4 0.64% 6 0.25% 15,405,750 9 0.26% 7 0.30% - - 8 0.17% 20,729,210 6 0.35% 9 0.15% - - 10 0.14% - - - 33,455,010 5 0.57% - 20,428,475 7 0.35% - 17,393,630 8 0.30% - 13,053,025 10 0.22% 3.43% $ 339,472,589 5.78% -244- DESCHUTES COUNTY, OREGON Property Tax Levies and Collections, Last Ten Fiscal Years (amounts expressed in thousands) Collected within the Fiscal Year of Fiscal Year Taxes Levied the Levy Collections Ended June for the Fiscal Percentage of in Subsequent 30, Year' Amount Levy Years Total Collections to Date Amount Percentage of Levy 1995 $ 14,574 $ 13,752 94.360% $ 822 $ 14,574 100.000% 1996 15,411 14,601 94.744% 809 15,410 99.994% 1997 17,567 16,644 94.746% 922 17,566 99.994% 1998 21,512 20,406 94.859% 1,105 21,511 99.995% 1999 25,548 24,470 95.780% 1,076 25,546 99.992% 2000 22,513 21,600 95.945% 906 22,506 99.969% 2001 24,320 23,323 95.900% 953 24,276 99.819% 2002 27,923 26,890 96.301% 899 27,789 99.520% 2003 31,644 30,611 96.736% 687 31,298 98.907% 2004 34,408 33.412 97.105% - 33,412 97.105% Net of discounts and adjustments. -245- DESCHUTES COUNTY, OREGON Ratios of Outstanding Debt by Type, Last Ten Fiscal Years (dollars in thousands, except per capita) ' See Schedule 14 for personal income and population data. n/a - Not available. -246- Governmental Activities General Limited Special Certificates Full Faith Fiscal Obligation Tax Assessment of and Credit Capital Year Bonds Bonds Bonds Participation Obligations Leases Loans 1995 $ 9,195 $ 420 $ - $ 3,180 $ - $ $ - 1996 33,087 1,040 - 5,515 - - 1997 33,557 945 5,355 - - 1998 32,612 840 5,180 - - 1999 31,862 735 - 12,645 - - 2000 30,610 625 1,291 12,265 - _ 2001 29,266 505 1,255 11,685 - 683 - 2002 27,815 5,790 1,180 11,075 - 767 1,461 2003 26,531 5,615 1,100 10,435 27,505 526 838 2004 25,219 5,396 347 9,760 33,974 271 352 ' See Schedule 14 for personal income and population data. n/a - Not available. -246- Business -Type Activities General Full Faith Obligation and Credit Bonds Obligations Loans 25,395 - 25,395 - 25,145 - 24,770 - 24,300 - 23,750 - 24,050 6,190 23,190 6,190 Total Percentage Primary of Personal Government Income' $ 12,795 0.61% - 39,642 1.76% - 65,252 2.69% - 64,027 2.40% - 70,387 2.45% - 69,561 2.22% - 67,694 2.01% 550 72,388 2.04% 538 103,328 n/a 525 105,224 n/a -247- Per Caaita ' $ 0.13 398.97 636.10 599.39 628.83 596.61 560.61 576.49 791.79 n/a DESCHUTES COUNTY, OREGON Ratios of General Bonded Debt Outstanding, Last Ten Fiscal Years (dollars in thousands, except per capita) ' See Schedule 5 for property value data. z Population data can be found in Schedule 14. n/a - Not available. -248- Percentage of Actual Taxable Value' of Property 0.16% 0.47% 0.76% 0.70% 0.64% 0.55% 0.48% 0.41% 0.35% 0.30% Per Capital 96.29 332.99 574.69 543.04 509.30 474.98 443.61 410.66 387.59 n/a General Bonded Debt Outstanding General Fiscal Obligation Year Bonds 1995 $ 9,195 1996 33,087 1997 58,952 1998 58,007 1999 57,007 2000 55,380 2001 53,566 2002 51,565 2003 50,581 2004 48,409 ' See Schedule 5 for property value data. z Population data can be found in Schedule 14. n/a - Not available. -248- Percentage of Actual Taxable Value' of Property 0.16% 0.47% 0.76% 0.70% 0.64% 0.55% 0.48% 0.41% 0.35% 0.30% Per Capital 96.29 332.99 574.69 543.04 509.30 474.98 443.61 410.66 387.59 n/a DESCHUTES COUNTY, OREGON Direct and Overlapping Governmental Activities Debt As of June 30, 2004 (dollars in thousands) Estimated Estimated Share of Debt Percentage Overlapping Governmental Unit Outstanding Applicable Debt Debt repaid with property taxes Bend Library Service District $ 6,565 100.0000% $ 6,565 Black Butte Ranch RFPD 553 100.0000% 553 Central Oregon Community College 7,395 83.5482% 6,178 City of Bend - 100.0000% - City of Redmond 2,276 100.0000% 2,276 Deschutes County School District 1 (Bend -La Pine) 111,615 100.0000% 111,615 Deschutes County School District 2 (Redmond) 51,178 93.2559% 47,727 Deschutes County School District 6 (Sisters) 24,025 99.9560% 24,014 La Pine Special Sewer District 264 100.0000% 264 Redmond Library District 821 100.0000% 821 Sunriver Library District 810 100.0000% 810 Subtotal, overlapping debt 200,823 Deschutes County direct debt 75,319 Total direct and overlapping debt 276,142 Sources: Oregon State Treasury, Debt Management Information System Note: Overlapping governments are those that coincide, at least in part, with the geographic boundaries of the county. This schedule estimates the portion of the outstanding debt of those overlapping governments that is borne by the residents and businesses of Deschutes County. This process recognizes that, when considering the county's ability to issue and repay long-term debt, the entire debt burden borne by the residents and businesses should be taken into account. However, this does not imply that every taxpayer is a resident, and therefore responsible for repaying the debt, of each overlapping government. Net property tax backed debt was used as the Debt Outstanding which is derived from the gross property backed debt less self-supporting unlimited general obligations and self supporting limited tax general obligation debt. -249- DESCHUTES COUNTY, OREGON Legal Debt Margin Information, Last Ten Fiscal Years (dollars in thousands) Legal Debt Margin Calculation for Fiscal Year 2004 Debt Limit (2%) ' Total net debt applicable to limit Legal debt margin Total net debt applicable to the limit as a percentage of debt limit Debt Limit (1%) 2 Total net debt applicable to limit Legal debt margin Estimated Actual Value $ 15,893,813 Debt limit (2% of estimated actual value) ' 317,876 Debt applicable to limit: General obligation bonds 48,409 Total net debt applicable to limit 48,409 Legal debt margin $ 269,467 Fiscal Year 1995 1996 1997 1998 $117,142 $141,800 $154,816 $ 166,362 9,195 33,087 58,952 58,007 $107,947 $108,713 $ 95,864 $ 108,355 $ 58,571 $ 70,900 $ 77,408 $ 83,181 420 1,040 945 840 $ 58,151 $ 69,860 $ 76,463 $ 82,341 Total net debt applicable to the limit as a percentage of debt limit ' ORS 287.054 provides: "The aggregate amount of general obligation bonded indebtedness of counties shall not at any time exceed two percent of the real market value of all taxable property in the county". 2 ORS 287.053 provides: "A county shall not have at any one time outstanding limited tax bonded indebtedness in a principal amount that exceeds one percent of the real market value of all taxable property within the county". -250- Estimated Actual Value Debt limit (1% of estimated actual value) Debt applicable to limit: Limited tax bonds Less: Amount set aside for repayment of debt Total net debt applicable to limit Legal debt margin $15,893,813 158,938 45,842 65 $ 113,161 1999 2000 2001 2002 2003 2004 $ 178,742 $ 200,617 $ 223,505 $ 254,094 $ 285,734 $ 317,876 57,007 55,380 53,566 51,565 50,581 48,409 $ 121,735 $ 145,237 $169,939 $ 202,529 $ 235,153 $ 269,467 $ 89,371 $ 100,308 $111,752 $127,047 $142,867 $ 158,938 735 1,916 1,760 6,970 40,410 45,842 $ 88,636 $ 98,392 $109,992 $120,077 $102,457 $ 113,096 -251- DESCHUTES COUNTY, OREGON Pledged -Revenue Coverage, Last Ten Fiscal Years (dollars in thousands) Note: Details regarding the county's outstanding debt can be found in the notes to the financial statements -252- Limited Tax Bonds - Series 1992 Limited Tax Bonds - Series 1996 Special Special Fiscal Assessment Debt Service Assessment Debt Service Year _Collections Principal Interest Coverage Collections Principal Interest Coverage 1995 90 35 22 1.57 - 1996 82 40 21 1.35 12 - - - 1997 56 40 19 0.95 212 55 35 2.35 1998 41 45 17 0.66 207 60 30 2.30 1999 25 45 15 0.42 179 60 27 2.06 2000 24 45 13 0.41 66 65 25 0.73 2001 12 50 11 0.20 59 70 22 0.64 2002 6 55 8 0.10 44 70 18 0.50 2003 5 100 5 0.05 31 75 15 0.34 2004 - - - - 10 205 5 0.05 Note: Details regarding the county's outstanding debt can be found in the notes to the financial statements -252- Special Assessment Bonds - Series 2000 Full Faith and Credit Obligations - Series 2003 Special Special Assessment Debt Service Assessment Debt Service _Collections Principal Interest Coverage Collections Principal Interest Coverage 257 284 36 88 2.29 294 75 71 2.01 - 203 80 67 1.38 242 - _ _ 129 753 44 0.16 482 621 52 0.72 -253- DESCHUTES COUNTY, OREGON Sources: Population, personal income and per capita personal income information provided by the Bureau of Economic Analysis. Median age based on data obtained from Portland State University, Population Research Center. School enrollment provided by the Oregon Department of Education. Unemployment provided by Oregon Employment Department, Oregon Labor Market Information System. Note: Population information are Census Bureau midyear population estimates. Estimates for 2000-2002 reflect county population estimates available as of April 2004. Median age figures for 2001-2003 based on midyear data tables. School enrollment is based on the census at the start of the school year. Unemployment rate information, reported as an annual average, is not seasonally adjusted. Unemployment rate for 2004 is an average of January through August 2004. n/a - Not available. -254- Demographic and Economic Statistics, Last Ten Calendar Years Personal Per Income Capita (thousands Personal Median School Unemployment Year Population of dollars) Income Age Enrollment Rate 1995 95,491 $ 2,081,263 $ 21,795 n/a 16,869 6.5% 1996 99,362 2,257,055 22,715 n/a 17,652 8.5% 1997 102,581 2,424,296 23,633 n/a 18,052 8.0% 1998 106,820 2,664,935 24,948 n/a 18,125 7.2% 1999 111,933 2,869,502 25,636 n/a 18,983 6.4% 2000 116,594 3,139,720 26,929 n/a 19,603 5.3% 2001 120,750 3,366,903 27,883 38.11 19,867 6.4% 2002 125,566 3,540,043 28,193 38.09 20,508 7.7% 2003 130,500 n/a n/a 38.09 20,914 7.7% 2004 n/a n/a n/a n/a 21,342 6.8% Sources: Population, personal income and per capita personal income information provided by the Bureau of Economic Analysis. Median age based on data obtained from Portland State University, Population Research Center. School enrollment provided by the Oregon Department of Education. Unemployment provided by Oregon Employment Department, Oregon Labor Market Information System. Note: Population information are Census Bureau midyear population estimates. Estimates for 2000-2002 reflect county population estimates available as of April 2004. Median age figures for 2001-2003 based on midyear data tables. School enrollment is based on the census at the start of the school year. Unemployment rate information, reported as an annual average, is not seasonally adjusted. Unemployment rate for 2004 is an average of January through August 2004. n/a - Not available. -254- DESCHUTES COUNTY, OREGON Principal Employers, Current Year and Nine Years Ago Sources: Economic Development for Central Oregon, Oregon Department of Employment, Deschutes County Finance Department, Redmond School District, St. Charles Medical Center n/a - Not available. -255- 2004 1995 Percentage Percentage of Total County of Total County Employer Employees Rank Employment Employees Rank Employment St. Charles Medical Center 2,224 1 3.31% n/a n/a n/a Sunriver Resort 870 2 1.30% n/a n/a n/a Mt. Bachelor 800 3 1.19% n/a n/a n/a iSKY 700 4 1.04% n/a n/a n/a Deschutes County 706 5 1.05% n/a n/a n/a Eagle Crest, Inc. 660 6 0.98% n/a n/a n/a Redmond School District 615 7 0.92% n/a n/a n/a Beaver Motor Coaches 600 8 0.89% n/a n/a n/a Pozzi Windows 470 9 0.70% n/a n/a n/a Bend Memorial Clinic 439 10 0.65% n/a n/a n/a 8,084 12.03% _ Sources: Economic Development for Central Oregon, Oregon Department of Employment, Deschutes County Finance Department, Redmond School District, St. Charles Medical Center n/a - Not available. -255- DESCHUTES COUNTY, OREGON Full-time Equivalent County Government Employees by Function/Program, Last Two Fiscal Years Function/Program General government Executive General services Judicial Financial Assessment Community development Internal support services Building services Information technology Other Public protection Law enforcement Corrections Protective inspection Public works Streets & highways Sanitation Health & welfare Health Welfare Recreation & culture Fair & expo center Other Economic development Total Source: Deschutes County Finance Department. KOM Full-time Equivalent Employees as of June 30, 2003 2004 8.15 42.40 36.78 29.75 30.05 20.25 16.41 10.66 98.35 145.95 27.10 57.00 21.00 51.73 90.99 14.00 0.65 701.22 8.15 43.10 37.78 30.75 29.15 20.25 15.41 10.51 101.68 147.45 27.35 57.00 23.00 50.55 89.49 14.00 0.65 706.27 DESCHUTES COUNTY, OREGON Operating Indicators by Function/Program, Last Two Fiscal Years Function/Program Police Physical arrests Traffic violations Citations issued Warnings Calls for service Traffic stops Solid waste Solid waste collected (tons) Average annual per capita waste generation (pounds) Recyclables collected (tons) Road Street resurfacing (miles) 911 emergency services Emergency calls Police officer initiated calls Fire department initiated calls -257- 2003 2004 1,586 1,386 3,592 6,384 5,273 4,521 25,300 27,041 8,771 9,797 176,655 202,040 2,793 2,790 46,857 46,857 65,000 209,737 14,253 26.89 miles Function/Program Police Stations Adult correctional facilities Special services complex Road Streets (miles) Streetlights Flashing lights Signals DESCHUTES COUNTY, OREGON Capital Asset Statistics by Function/Program, Last Two Fiscal Years -258- 2003 2004 4 4 1 1 992 998 4 4 6 6 1 2 AUDIT COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS AUDIT COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS Internal Control We have audited the financial statements of Deschutes County, Oregon, as of and for the year ended June 30, 2004, and have issued our independent auditors' report thereon dated October 8, 2004. In planning and performing our audit, we considered Deschutes County's internal control over financial reporting in order to determine our auditing procedures for the purpose of expressing our opinions on the financial statements and not to provide assurance on the internal control over financial reporting. Our consideration of the internal control over financial reporting would not necessarily disclose all matters in the internal control over financial reporting that might be material weaknesses. A material weakness is a condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that misstatements in amounts that would be material in relation to the financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. We noted no matters involving the internal control over financial reporting and its operation that we consider to be material weaknesses. We noted other matters regarding internal control which have been communicated to management in a separate letter dated October 8, 2004. Accounting Records We found the condition of the accounting records adequate for audit purposes. Collateral Security Cash and investments were adequately secured during the year. Legal Debt Limitation The County has not exceeded its legal debt limitation. Budget We have reviewed procedures for preparation, adoption and execution of the budget for the year ended June 30, 2004, and we have reviewed the preparation and adoption of the budget for the year beginning July 1, 2004. All budgetary procedures were found to be in substantial compliance with statutory requirements 9d.Yi! AUDIT COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS For the year ended June 30, 2004, expenditures exceed appropriations by category as follows: Personnel Amount Fund Weed Abatement $ 489 Finance 250 Sunriver Service District 5,624 Materials & Services Fund Sheriffs 5,336 Special Transportation 13,682 Community Justice Juvenile 54,640 COLES Asset Forfeiture 2,270 Deschutes County Communication System 594 Health Department 2,546 Vehicle Maintenance & Reserve 1,762 Deschutes County 911 CSD 19,501 Sunriver Service District 20 Local Improvement District 53,757 Insurance Coverage and Fidelity Bonds in Force Insurance coverage and fidelity bonds were reviewed and found to be in compliance with statutory requirements at year-end. Programs Funded From Outside Sources/Financial Reporting Requirements All material programs funded from outside sources were reviewed and found to be in substantial compliance with appropriate laws, rules and regulations governing those programs. Reports filed with grantor agencies were agreed to the County's records, and we found the County to be in substantial compliance with program requirements. See the Single Audit Compliance section of this report. Investments Investments were reviewed and found to be in compliance with statutory requirements. Public Contracts and Purchasing We reviewed the County's procedures for awarding public contracts and construction of public improvements and found them to be in compliance with statutory requirements. -262- AUDIT COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS Highway Funds Taxes on fuel and motor vehicle use were reviewed and found to be used in compliance with constitutional and statutory requirements. This report is intended solely for the information and use of management, the board of commissioners and the Oregon Secretary of State and is not intended to be and should not be used by anyone other than these specified parties. HARRIGAN PRICE FRONK & CO. LLP Certified Public Accountants & Consultants By: Candace S. Fronk - a 6artner October 8, 2004 -263- SINGLE AUDIT COMPLIANCE REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS John Ilanigan.(A'A \1 cslcl 8 Pncc III CPA Board of Commissioners (:.-daces liunl_ cP\ Deschutes County, Oregon We have audited the financial statements of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information of Deschutes County, Oregon, as of and for the year ended June 30, 2004, which collectively comprise Deschutes County's basic financial statements and have issued our report thereon dated October 8, 2004. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. 975 s\\ Cnln(ado Internal Control over Financial Reporting sate zoo Ben OR 97702 In planning and performing our audit, we considered Deschutes County's internal control over rO15-4llssz 4791 financial reporting in order to determine our auditing procedures for the purpose of expressing our a\1;411964 1124 opinion on the financial statements and not to provide an opinion on the internal control over hendcpac:um financial reporting. Our consideration of the internal control over financial reporting would not "„aJcbendq)aonn necessarily disclose all matters in the internal control that might be material weaknesses. A material weakness is a reportable condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that misstatements caused by error or fraud in amounts that would be material in relation to the financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. We noted no matters involving the internal control over financial reporting and its operation that we consider to be material weaknesses. Compliance and Other Matters As part of obtaining reasonable assurance about whether Deschutes County's financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. This report is intended solely for the information and use of the audit committee, management, federal awarding agencies, and state pass-through entities and is not intended to be and should not be used by anyone other than these specified parties. HARRIGAN PRICE FRONK & CO. LLP By: Candace S. Fronk — a"partner October 8, 2004 REPORT ON COMPLIANCE WITH REQUIREMENTS APPLICABLE TO EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE IN ACCORDANCE WITH OMB CIRCULAR A-133 John P I Iairiran, CPA ,sIn+3 Ili ice Ill01A Board of Commissioners canda<cti Iio,A (:TA Deschutes County, Oregon Compliance In our opinion, Deschutes County, Oregon, complied, in all material respects, with the requirements referred to above that are applicable to each of its major federal programs for the year ended June 30, 2004. Internal Control Over Compliance The management of Deschutes County, Oregon, is responsible for establishing and maintaining effective internal control over compliance with the requirements of laws, regulations, contracts, and grants applicable to federal programs. In planning and performing our audit, we considered Deschutes County's internal control over compliance with requirements that could have a direct and material effect on a major federal program in order to determine our auditing procedures for the purpose of expressing our opinion on compliance and to test and report on the internal control over compliance in accordance with OMB Circular A-133. -269- We have audited the compliance of Deschutes County, Oregon, with the types of compliance requirements described in the U.S. Office of Management and Budget (OMB) Circular A-933 Compliance Supplement that are applicable to each of its major federal programs for the year ended June 30, 2004. Deschutes County's major federal programs are identified in the summary of auditor's results sections of the accompanying schedule of findings and questioned costs. Compliance with the requirements of laws, regulations, contracts, and 975 SA (.ol ad" grants applicable to each of its major federal programs is the responsibility of Deschutes sni(e lou County's management. Our responsibility is to express an opinion on Deschutes County's Bend OR97702 compliance based on our audit. Tel Ii•+I i 382 4791 ray 74+) 388 112A We conducted our audit of compliance in accordance with auditing standards generally „ „d+endcpatom accepted in the United States of America; the standards applicable to financial audits emailiabendcpa cum contained in Government Auditing Standards, issued by the Comptroller General of the United States; and OMB Circular A-133, Audits of States, Local Governments, and Non -Profit Organizations. Those standards and OMB Circular A-133 require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to above that could have a direct and material effect on a major federal program occurred. An audit includes examining, on a test basis, evidence about Deschutes County's compliance with those requirements and performing such other procedures as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion. Our audit does not provide a legal determination of Deschutes County's compliance with those requirements. In our opinion, Deschutes County, Oregon, complied, in all material respects, with the requirements referred to above that are applicable to each of its major federal programs for the year ended June 30, 2004. Internal Control Over Compliance The management of Deschutes County, Oregon, is responsible for establishing and maintaining effective internal control over compliance with the requirements of laws, regulations, contracts, and grants applicable to federal programs. In planning and performing our audit, we considered Deschutes County's internal control over compliance with requirements that could have a direct and material effect on a major federal program in order to determine our auditing procedures for the purpose of expressing our opinion on compliance and to test and report on the internal control over compliance in accordance with OMB Circular A-133. -269- REPORT ON COMPLIANCE WITH REQUIREMENTS APPLICABLE TO EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE IN ACCORDANCE WITH OMB CIRCULAR A-133 — CONTINUED Our consideration of the internal control over compliance would not necessarily disclose all matters in the internal control that might be material weaknesses. A material weakness is a reportable condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that noncompliance with applicable requirements of laws, regulations, contracts, and grants caused by error or fraud that would be material in relation to a major federal program being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. We noted no matters involving the internal control over compliance and its operation that we consider to be material weaknesses. This report is intended solely for the information and use of the and federal awarding agencies and pass-through entities and is not be used by anyone other than these specified parties. HARRIGAN PRICE FRONK & CO. LLP By: � / �'a Wz e"_le A 3 �� / Candace S. Fronk — a partner October 8, 2004 -270- audit committee, management, not intended to be and should DESCHUTES COUNTY, OREGON SCHEDULE OF FINDINGS AND QUESTIONED COSTS FOR THE YEAR ENDED JUNE 30, 2004 Section I — Summary of Auditor's Results Financial Statements Type of auditors' report issued: Unqualified Internal Control over financial reporting: • Material weakness(es) identified? yes X_ no • Reportable condition(s) identified that are not considered to be material weakness(es)? yes X none reported Noncompliance material to financial statements noted? yes X no Federal Awards Internal control over major programs: • Material weakness(es) identified? yes X no • Reportable condition(s) identified that are not considered to be material weakness(es)? yes X none reported Type of auditors' report issued on compliance for major programs: Unqualified Any audit findings disclosed that are required to be reported in accordance with section 510(a) of Circular A-133? yes X no Identification of major programs: CFDA Number(s) Name of Federal Program or Cluster 10.665 Schools and Roads Grants to States 14.228 Community Development Block Grant 10.557 Nutrition Program for Women, Infants, and Children Dollar threshold used to distinguish between type A and type B programs: $300,000 Auditee qualified as low-risk auditee? No matters were reported X yes no Section II — Financial Statement Findings Section III —Federal Award Findings and Questioned Costs No matters were reported. -271- DESCHUTES COUNTY, OREGON Schedule of Expenditures of Federal Awards For the Year Ended June 30, 2004 GRANTOR AND PROGRAM TITLE U.S. Department of Agriculture Direct Programs Cooperative Forestry Assistance Cooperative Forestry Assistance Pass Through Programs Slate Department of Human Services Health Division Special Supplemental Nutrition Program for Women, Infants and Children (WIC) State Department of Administrative Services Schools and Roads: Grants to States State Department of Education School Breakfast Program National Lunch School Program Total Department of Agriculture U.S. Department of Housing and Urban Development Pass Through Programs State Housing and Community Services Department Community Development Block Grant/State's Program Community Development Block Grant/State's Program Community Development Block Grant/State's Program Total Department of Housing and Urban Development U.S. Department of the Interior Direct Programs Payments in Lieu of Taxes Pass Through Programs State Department of Administrative Services Non -Sale Disposals of Mineral Material Distribution of Receipts to State and Local Governments Oregon Parks and Recreation National Register of Historic Places Total Department of the Interior U.S. Department of Justice Direct Programs Sex Offender Management Discretionary Grant Supervised Visitation: Safe Havens for Children State Criminal Alien Assistance Program Community Prosecution & Project Safe Neighborhoods Drug Free Communities Support Program Pass Through Programs Department of State Police Juvenile Accountability Incentive Block Grant Byrne Formula Grant Program Local Law Enforcement Block Grant Florida Atlantic University National Institute for Juvenile Justice and Delinquency Prevention State Department of Justice Crime Victim Assistance FEDERAL AWARD OR PASS- CFDA THROUGH IDENTIFYING FEDERAL NUMBER NUMBER EXPENDITURE 10.664 ONFP-01-020 $ 44,082 10.664 2002 -DG -11060120-041/ 80,000 NFS-04-DG-11060120-002 10.557 1936002292 397,560 10.665 4,248,640 10.553 0904001 12,184 10.555 0904001 18,624 4,801,090 14.228 H020020 271,328 14.228 C01001 39,071 14.228 C03001 87,417 397,816 15.226 260,746 15.214 19,947 15.227 225 15.914 HPF OR -02-11 22,000 302,918 16.203 2003 -CW -BX -0010 39,602 16.527 2003 -CW -BX -0011 42,348 16.606 2003 -AP -BX -0124 9,688 16.609 2002 -PP -CX -0028 108,333 16 729 63-6002292 / 2001-JWFX-0075 100,000 16.523 02-608 38,739 16.579 82,500 16.592 32,905 16.542 DRB17/VF936000229002 36,427 16.575 01-1498/03-2058 30.174 State Department of Human Services Mental Health Division Enforcing Underage Drinking Laws Program 16.727 909001 6,250 Total Department of Justice -273- 526,966 DESCHUTES COUNTY, OREGON Schedule of Expenditures of Federal Awards For the Year Ended June 30, 2004 GRANTOR AND PROGRAM TITLE U.S. Department of Transportation Pass Through Programs Oregon State Sheriffs Association Safety Incentive Grants for Use of Seatbelts Oregon Department of Transportation National Motor Carrier Safely State and Community Highway Safety Total Department of Transportation Environmental Protection Agency Direct US Geological Survey Environmental Protection -Consolidated Research Environmental Protection Agency Pass Throuoh Programs State Department of Human Services Health Division State Public Water System Supervision Capitalization Grants for Drinking Water State Revolving Fund State Department of Environmental Quality Superfund Innovative Technology Evaluation Program Total Environmental Protection Agency U.S. Department of Education Pass Through Programs State Department of Human Services Mental Health Division Safe and Drug Free Schools and Communities: State Grants Total Department of Education U.S. Department of Health and Human Services Pass Through Programs State Department of Human Services Health Division Acquired Immunodeficiency Syndrome (AIDS) Activity Family Planning: Services Abstinence Education Immunization Grants (Noncash Assistance - Vaccine) Center for Disease Control and Prevention: Investigations and Technical Assistance HIV Care Formula Grants Cooperative Agreements for State -Based Comprehensive Breast and Cervical Cancer Early Detection Programs Maternal and Child Health Services Block Grant to States State Commission on Children and Families Promoting Safe and Stable Families Child Care and Development Block Grant Medical Assistance Program State Department of Human Services Mental Health Division Temporary Assistance for Needy Families Centers for Medicare and Medicaid Services (CMS) Research, Demonstrations and Evaluations Block Grants for Community Mental Health Services Block Grants for Prevention and Treatment of Substance Abuse Total Department of Health and Human Services -274- FEDERAL AWARD OR PASS- CFDA THROUGH IDENTIFYING FEDERAL NUMBER NUMBER EXPENDITURE 20.604 14.098 20.218 20585 5,458 20.600 TSD #03PS6004D 2,194 66.500 WU-HT-03-37 26,000 66.606 1 XP -97072301-0 165,006 66.432 1936002292 18,814 66.468 1936002292 30,460 66.807 DEQ 131-00/CS827945-01-0 158,624 84.186 909001 7.799 7,799 93.118 1936002292 48,689 93.217 1936002292 39,767 93.235 1936002292 4,346 93.268 1936002292 183,124 93.283 1936002292 255,216 93.917 1936002292 57,468 93.919 1936002292 166,340 93 994 1936002292 105,642 93.556 1936002292 32,947 93.575 1936002292 53,393 93.778 1936002292 159,884 93 558 909001 15,861 93.779 909001 10,965 93.958 909001 163,711 93.959 909001 197.328 1,494,681 DESCHUTES COUNTY, OREGON Schedule of Expenditures of Federal Awards For the Year Ended June 30, 2004 GRANTOR AND PROGRAM TITLE Department of Homeland Security Direct Emergency Management Performance Grants Pass Through Programs Department of State Police State Domestic Preparedness Equipment Support Program State and Local All Hazards Emergency Operations Planning Total Department of Homeland Security Total Federal Assistance -275- FEDERAL CFDA NUMBER 97.042 AWARD OR PASS- THROUGH IDENTIFYING NUMBER 97.004 03-119 97.051 FEDERAL EXPENDITURE 56,777 298,030 42,046 396,853 $ 8,348,777